PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956,920 shares; 2024Q4: 1,983,306 shares; 2025Q1: 1,993,115 shares; 2025Q2: 2,044,052 shares; 2025Q3: 2,071,644 shares; 2025Q4: 2,069,431 shares; 2026Q1: 2,034,543 shares 2,034,543 $112M 7.75% -34,888 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103,130 shares; 2024Q4: 1,095,206 shares; 2025Q1: 989,920 shares; 2025Q2: 758,262 shares; 2025Q3: 804,206 shares; 2025Q4: 824,478 shares; 2026Q1: 1,110,238 shares 1,110,238 $92.8M 6.39% +285,760 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,078 shares; 2024Q4: 115,436 shares; 2025Q1: 114,739 shares; 2025Q2: 107,506 shares; 2025Q3: 106,242 shares; 2025Q4: 105,736 shares; 2026Q1: 107,438 shares 107,438 $53.1M 3.65% +1,702 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,499 shares; 2024Q4: 142,180 shares; 2025Q1: 154,323 shares; 2025Q2: 155,290 shares; 2025Q3: 158,631 shares; 2025Q4: 185,358 shares; 2026Q1: 178,071 shares 178,071 $40.4M 2.79% -7,287 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,768 shares; 2024Q4: 568,743 shares; 2025Q1: 591,439 shares; 2025Q2: 595,696 shares; 2025Q3: 687,450 shares; 2025Q4: 693,628 shares; 2026Q1: 589,815 shares 589,815 $37.6M 2.59% -103,813 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,436 shares; 2024Q4: 42,562 shares; 2025Q1: 44,236 shares; 2025Q2: 46,191 shares; 2025Q3: 47,282 shares; 2025Q4: 49,368 shares; 2026Q1: 42,482 shares 42,482 $30.3M 2.09% -6,886 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578,988 shares; 2024Q4: 553,361 shares; 2025Q1: 536,170 shares; 2025Q2: 544,266 shares; 2025Q3: 551,549 shares; 2025Q4: 588,905 shares; 2026Q1: 647,521 shares 647,521 $27.3M 1.88% +58,616 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,956 shares; 2024Q4: 257,279 shares; 2025Q1: 270,839 shares; 2025Q2: 273,060 shares; 2025Q3: 285,143 shares; 2025Q4: 293,268 shares; 2026Q1: 330,567 shares 330,567 $23M 1.58% +37,299 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,450 shares; 2024Q4: 447,790 shares; 2025Q1: 450,022 shares; 2025Q2: 458,811 shares; 2025Q3: 463,713 shares; 2025Q4: 502,032 shares; 2026Q1: 528,522 shares 528,522 $22.6M 1.55% +26,490 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,228 shares; 2024Q4: 318,608 shares; 2025Q1: 320,078 shares; 2025Q2: 316,136 shares; 2025Q3: 309,826 shares; 2025Q4: 311,785 shares; 2026Q1: 306,505 shares 306,505 $22.3M 1.54% -5,280 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631,638 shares 631,638 $22M 1.52% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,213 shares; 2025Q1: 95,018 shares; 2025Q2: 97,978 shares; 2025Q3: 217,385 shares; 2025Q4: 197,630 shares; 2026Q1: 215,020 shares 215,020 $21.6M 1.49% +17,390 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,652 shares; 2024Q4: 188,368 shares; 2025Q1: 195,712 shares; 2025Q2: 180,019 shares; 2025Q3: 169,656 shares; 2025Q4: 172,520 shares; 2026Q1: 167,625 shares 167,625 $21.5M 1.48% -4,895 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,936 shares; 2024Q4: 321,439 shares; 2025Q1: 588,023 shares; 2025Q2: 828,841 shares; 2025Q3: 906,354 shares; 2025Q4: 807,954 shares; 2026Q1: 785,454 shares 785,454 $20.8M 1.43% -22,500 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,685 shares; 2024Q4: 483,173 shares; 2025Q1: 466,036 shares; 2025Q2: 458,932 shares; 2025Q3: 434,462 shares; 2025Q4: 427,604 shares; 2026Q1: 367,348 shares 367,348 $20.4M 1.41% -60,256 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,193 shares; 2025Q3: 435,621 shares; 2025Q4: 476,279 shares; 2026Q1: 475,072 shares 475,072 $19.4M 1.34% -1,207 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,044 shares; 2024Q4: 141,716 shares; 2025Q1: 85,541 shares; 2025Q2: 77,628 shares; 2025Q3: 73,422 shares; 2025Q4: 67,302 shares; 2026Q1: 799,766 shares 799,766 $18.4M 1.27% +732,464 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,958 shares; 2024Q4: 153,400 shares; 2025Q1: 173,302 shares; 2025Q2: 175,639 shares; 2025Q3: 151,120 shares; 2025Q4: 95,993 shares; 2026Q1: 88,289 shares 88,289 $18.3M 1.26% -7,704 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,952 shares; 2024Q4: 58,088 shares; 2025Q1: 59,287 shares; 2025Q2: 58,350 shares; 2025Q3: 59,889 shares; 2025Q4: 65,003 shares; 2026Q1: 66,257 shares 66,257 $17.9M 1.23% +1,254 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,076 shares; 2024Q4: 190,091 shares; 2025Q1: 177,307 shares; 2025Q2: 179,440 shares; 2025Q3: 186,352 shares; 2025Q4: 187,507 shares; 2026Q1: 186,205 shares 186,205 $17.8M 1.23% -1,302 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639,894 shares; 2024Q4: 511,423 shares; 2025Q1: 501,882 shares; 2025Q2: 417,669 shares; 2025Q3: 376,341 shares; 2025Q4: 370,207 shares; 2026Q1: 370,137 shares 370,137 $17.2M 1.19% -70 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,355 shares; 2025Q1: 81,164 shares; 2025Q2: 80,634 shares; 2025Q3: 78,176 shares; 2025Q4: 129,902 shares; 2026Q1: 130,158 shares 130,158 $16.7M 1.15% +256 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,454 shares; 2024Q4: 432,390 shares; 2025Q1: 423,699 shares; 2025Q2: 427,571 shares; 2025Q3: 416,308 shares; 2025Q4: 431,417 shares; 2026Q1: 434,590 shares 434,590 $16.5M 1.13% +3,173 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,963 shares; 2025Q2: 371,923 shares; 2025Q3: 383,437 shares; 2025Q4: 386,702 shares; 2026Q1: 390,981 shares 390,981 $15.6M 1.08% +4,279 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,143 shares; 2024Q4: 239,787 shares; 2025Q1: 292,941 shares; 2025Q2: 301,525 shares; 2025Q3: 274,155 shares; 2025Q4: 280,406 shares; 2026Q1: 291,738 shares 291,738 $14.8M 1.02% +11,332 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643,298 shares; 2024Q4: 336,401 shares; 2025Q1: 273,563 shares; 2025Q2: 395,606 shares; 2025Q3: 304,081 shares; 2025Q4: 276,899 shares; 2026Q1: 178,665 shares 178,665 $14M 0.97% -98,234 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,774 shares; 2024Q4: 700,711 shares; 2025Q1: 708,243 shares; 2025Q2: 681,165 shares; 2025Q3: 689,271 shares; 2025Q4: 633,702 shares; 2026Q1: 599,748 shares 599,748 $14M 0.96% -33,954 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,115 shares; 2024Q4: 133,944 shares; 2025Q1: 136,867 shares; 2025Q2: 137,683 shares; 2025Q3: 138,253 shares; 2025Q4: 144,134 shares; 2026Q1: 115,800 shares 115,800 $13.8M 0.95% -28,334 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,613 shares; 2025Q4: 107,476 shares; 2026Q1: 179,757 shares 179,757 $13.2M 0.91% +72,281 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,794 shares; 2024Q4: 50,757 shares; 2025Q1: 51,320 shares; 2025Q2: 57,670 shares; 2025Q3: 72,091 shares; 2025Q4: 89,293 shares; 2026Q1: 191,067 shares 191,067 $11.4M 0.79% +101,774 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,067 shares; 2024Q4: 141,031 shares; 2025Q1: 143,037 shares; 2025Q2: 153,184 shares; 2025Q3: 164,808 shares; 2025Q4: 197,751 shares; 2026Q1: 273,628 shares 273,628 $11.4M 0.79% +75,877 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,274 shares; 2024Q4: 218,214 shares; 2025Q1: 206,383 shares; 2025Q2: 211,779 shares; 2025Q3: 206,253 shares; 2025Q4: 236,806 shares; 2026Q1: 247,549 shares 247,549 $11.4M 0.78% +10,743 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,255 shares 151,255 $11.3M 0.78% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,985 shares; 2024Q4: 29,219 shares; 2025Q1: 28,876 shares; 2025Q2: 27,848 shares; 2025Q3: 28,000 shares; 2025Q4: 26,998 shares; 2026Q1: 26,973 shares 26,973 $11M 0.76% -25 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,438 shares; 2024Q4: 101,607 shares; 2025Q1: 101,758 shares; 2025Q2: 108,430 shares; 2025Q3: 107,822 shares; 2025Q4: 127,053 shares; 2026Q1: 140,519 shares 140,519 $10.9M 0.75% +13,466 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,375 shares; 2024Q4: 137,485 shares; 2025Q1: 141,163 shares; 2025Q2: 142,888 shares; 2025Q3: 145,040 shares; 2025Q4: 154,199 shares; 2026Q1: 183,279 shares 183,279 $10.8M 0.75% +29,080 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 118,820 shares; 2025Q1: 174,308 shares; 2025Q2: 320,329 shares; 2025Q3: 308,589 shares; 2025Q4: 317,599 shares; 2026Q1: 134,910 shares 134,910 $10.5M 0.73% -182,689 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,218 shares; 2024Q4: 116,115 shares; 2025Q1: 118,442 shares; 2025Q2: 99,274 shares; 2025Q3: 100,284 shares; 2025Q4: 99,608 shares; 2026Q1: 94,463 shares 94,463 $10.3M 0.71% -5,145 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,335 shares; 2024Q4: 45,232 shares; 2025Q1: 45,282 shares; 2025Q2: 46,981 shares; 2025Q3: 48,614 shares; 2025Q4: 47,544 shares; 2026Q1: 49,451 shares 49,451 $9.97M 0.69% +1,907 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,519 shares; 2025Q3: 150,395 shares; 2025Q4: 122,258 shares; 2026Q1: 204,470 shares 204,470 $9.88M 0.68% +82,212 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,916 shares; 2024Q4: 68,067 shares; 2025Q1: 75,620 shares; 2025Q2: 72,350 shares; 2025Q3: 73,750 shares; 2025Q4: 75,019 shares; 2026Q1: 132,902 shares 132,902 $9.84M 0.68% +57,883 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,333 shares; 2024Q4: 59,413 shares; 2025Q1: 132,963 shares; 2025Q2: 192,192 shares; 2025Q3: 243,203 shares; 2025Q4: 323,738 shares; 2026Q1: 261,546 shares 261,546 $9.36M 0.64% -62,192 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,091 shares; 2025Q4: 92,335 shares; 2026Q1: 103,313 shares 103,313 $9.29M 0.64% +10,978 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,910 shares; 2024Q4: 85,494 shares; 2025Q1: 88,495 shares; 2025Q2: 95,559 shares; 2025Q3: 102,593 shares; 2025Q4: 110,872 shares; 2026Q1: 92,816 shares 92,816 $9.27M 0.64% -18,056 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,971 shares; 2024Q4: 120,600 shares; 2025Q1: 120,088 shares; 2025Q2: 118,612 shares; 2025Q3: 115,377 shares; 2025Q4: 110,319 shares; 2026Q1: 110,233 shares 110,233 $8.26M 0.57% -86 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,843 shares; 2024Q4: 245,117 shares; 2025Q1: 260,943 shares; 2025Q2: 264,043 shares; 2025Q3: 245,724 shares; 2025Q4: 245,120 shares; 2026Q1: 155,123 shares 155,123 $8.15M 0.56% -89,997 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,984 shares; 2024Q4: 103,531 shares; 2025Q1: 99,110 shares; 2025Q2: 98,968 shares; 2025Q3: 97,871 shares; 2025Q4: 97,792 shares; 2026Q1: 95,205 shares 95,205 $7.94M 0.55% -2,587 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,476 shares; 2025Q1: 272,501 shares; 2025Q2: 260,290 shares; 2025Q3: 276,101 shares; 2025Q4: 263,892 shares; 2026Q1: 256,023 shares 256,023 $7.91M 0.54% -7,869 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,667 shares; 2024Q4: 27,178 shares; 2025Q1: 33,567 shares; 2025Q2: 34,973 shares; 2025Q3: 34,238 shares; 2025Q4: 41,308 shares; 2026Q1: 34,708 shares 34,708 $7.67M 0.53% -6,600 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,942 shares; 2024Q4: 57,158 shares; 2025Q1: 52,679 shares; 2025Q2: 50,760 shares; 2025Q3: 50,055 shares; 2025Q4: 49,808 shares; 2026Q1: 48,638 shares 48,638 $7.51M 0.52% -1,170 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,264 shares; 2024Q4: 158,746 shares; 2025Q1: 141,527 shares; 2025Q2: 140,038 shares; 2025Q3: 141,434 shares; 2025Q4: 150,686 shares; 2026Q1: 155,057 shares 155,057 $7.48M 0.51% +4,371 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,027 shares; 2024Q4: 98,408 shares; 2025Q1: 98,847 shares; 2025Q2: 92,053 shares; 2025Q3: 37,093 shares; 2025Q4: 34,477 shares; 2026Q1: 33,097 shares 33,097 $6.95M 0.48% -1,380 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,091 shares; 2024Q4: 30,704 shares; 2025Q1: 35,898 shares; 2025Q2: 31,781 shares; 2025Q3: 33,373 shares; 2025Q4: 28,937 shares; 2026Q1: 29,187 shares 29,187 $6.83M 0.47% +250 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,394 shares; 2024Q4: 58,630 shares; 2025Q1: 58,232 shares; 2025Q2: 58,189 shares; 2025Q3: 58,982 shares; 2025Q4: 59,502 shares; 2026Q1: 48,815 shares 48,815 $6.61M 0.46% -10,687 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,503 shares; 2024Q4: 70,178 shares; 2025Q1: 61,746 shares; 2025Q2: 67,263 shares; 2025Q3: 71,574 shares; 2025Q4: 72,820 shares; 2026Q1: 67,002 shares 67,002 $6.53M 0.45% -5,818 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,162 shares; 2024Q4: 221,063 shares; 2025Q1: 154,241 shares; 2025Q2: 139,909 shares; 2025Q3: 72,258 shares; 2025Q4: 62,382 shares; 2026Q1: 53,184 shares 53,184 $6.51M 0.45% -9,198 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,597 shares; 2024Q4: 50,286 shares; 2025Q1: 49,580 shares; 2025Q2: 49,147 shares; 2025Q3: 49,469 shares; 2025Q4: 49,887 shares; 2026Q1: 50,288 shares 50,288 $6.41M 0.44% +401 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,927 shares; 2024Q4: 83,138 shares; 2025Q1: 82,705 shares; 2025Q2: 86,059 shares; 2025Q3: 86,336 shares; 2025Q4: 140,745 shares; 2026Q1: 126,507 shares 126,507 $6.29M 0.43% -14,238 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,824 shares; 2024Q4: 105,002 shares; 2025Q1: 114,531 shares; 2025Q2: 123,747 shares; 2025Q3: 113,515 shares; 2025Q4: 79,841 shares; 2026Q1: 73,592 shares 73,592 $6.26M 0.43% -6,249 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,181 shares; 2024Q4: 38,912 shares; 2025Q1: 40,238 shares; 2025Q2: 39,728 shares; 2025Q3: 42,591 shares; 2025Q4: 42,769 shares; 2026Q1: 42,322 shares 42,322 $6.2M 0.43% -447 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 14,044 shares; 2025Q1: 14,115 shares; 2025Q2: 14,455 shares; 2025Q3: 15,207 shares; 2025Q4: 15,256 shares; 2026Q1: 13,936 shares 13,936 $5.89M 0.41% -1,320 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,548 shares; 2024Q4: 10,406 shares; 2025Q1: 22,618 shares; 2025Q2: 27,547 shares; 2025Q3: 45,391 shares; 2025Q4: 47,445 shares; 2026Q1: 16,628 shares 16,628 $5.82M 0.4% -30,817 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 15,814 shares; 2025Q1: 15,688 shares; 2025Q2: 15,959 shares; 2025Q3: 16,474 shares; 2025Q4: 17,529 shares; 2026Q1: 18,399 shares 18,399 $5.71M 0.39% +870 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 49,167 shares; 2025Q1: 48,612 shares; 2025Q2: 54,330 shares; 2025Q3: 54,303 shares; 2025Q4: 53,635 shares; 2026Q1: 52,087 shares 52,087 $5.43M 0.37% -1,548 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,918 shares; 2025Q1: 145,378 shares; 2025Q2: 120,334 shares; 2025Q3: 167,678 shares; 2025Q4: 160,690 shares; 2026Q1: 56,520 shares 56,520 $5.43M 0.37% -104,170 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,822 shares; 2024Q4: 30,486 shares; 2025Q1: 35,463 shares; 2025Q2: 34,858 shares; 2025Q3: 34,614 shares; 2025Q4: 34,759 shares; 2026Q1: 34,610 shares 34,610 $5.39M 0.37% -149 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,641 shares; 2024Q4: 24,887 shares; 2025Q1: 24,641 shares; 2025Q2: 24,113 shares; 2025Q3: 24,429 shares; 2025Q4: 24,634 shares; 2026Q1: 24,536 shares 24,536 $5.11M 0.35% -98 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,298 shares; 2024Q4: 35,150 shares; 2025Q1: 33,424 shares; 2025Q2: 33,424 shares; 2025Q3: 33,424 shares; 2025Q4: 33,398 shares; 2026Q1: 32,925 shares 32,925 $4.66M 0.32% -473 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,196 shares; 2024Q4: 4,237 shares; 2025Q1: 4,288 shares; 2025Q2: 4,526 shares; 2025Q3: 4,393 shares; 2025Q4: 4,872 shares; 2026Q1: 4,741 shares 4,741 $4.39M 0.3% -131 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,496 shares; 2025Q1: 4,572 shares; 2025Q2: 5,277 shares; 2025Q3: 5,323 shares; 2025Q4: 11,800 shares; 2026Q1: 12,296 shares 12,296 $4.31M 0.3% +496 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,931 shares; 2025Q1: 3,803 shares; 2025Q2: 3,715 shares; 2025Q3: 3,694 shares; 2025Q4: 3,692 shares; 2026Q1: 3,662 shares 3,662 $4.26M 0.29% -30 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,831 shares; 2024Q4: 29,263 shares; 2025Q1: 28,100 shares; 2025Q2: 27,747 shares; 2025Q3: 27,972 shares; 2025Q4: 28,864 shares; 2026Q1: 28,611 shares 28,611 $4.2M 0.29% -253 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,405 shares; 2024Q4: 45,138 shares; 2025Q1: 42,045 shares; 2025Q2: 37,624 shares; 2025Q3: 37,620 shares; 2025Q4: 37,583 shares; 2026Q1: 37,045 shares 37,045 $4.07M 0.28% -538 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,172 shares; 2024Q4: 12,687 shares; 2025Q1: 12,840 shares; 2025Q2: 12,947 shares; 2025Q3: 14,938 shares; 2025Q4: 15,183 shares; 2026Q1: 15,914 shares 15,914 $3.99M 0.27% +731 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,742 shares; 2025Q1: 6,920 shares; 2025Q2: 7,167 shares; 2025Q3: 7,199 shares; 2025Q4: 7,413 shares; 2026Q1: 8,264 shares 8,264 $3.92M 0.27% +851 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,185 shares; 2024Q4: 23,169 shares; 2025Q1: 21,629 shares; 2025Q2: 21,495 shares; 2025Q3: 21,033 shares; 2025Q4: 21,075 shares; 2026Q1: 20,861 shares 20,861 $3.74M 0.26% -214 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 11,243 shares; 2025Q1: 10,821 shares; 2025Q2: 10,817 shares; 2025Q3: 10,675 shares; 2025Q4: 10,415 shares; 2026Q1: 10,308 shares 10,308 $3.67M 0.25% -107 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,020 shares; 2024Q4: 45,933 shares; 2025Q1: 45,331 shares; 2025Q2: 44,962 shares; 2025Q3: 44,732 shares; 2025Q4: 46,578 shares; 2026Q1: 47,158 shares 47,158 $3.57M 0.25% +580 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 9,901 shares; 2025Q1: 9,817 shares; 2025Q2: 9,688 shares; 2025Q3: 9,704 shares; 2025Q4: 9,925 shares; 2026Q1: 10,182 shares 10,182 $3.48M 0.24% +257 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,249 shares; 2024Q4: 52,705 shares; 2025Q1: 34,328 shares; 2025Q2: 31,363 shares; 2025Q3: 32,227 shares; 2025Q4: 32,407 shares; 2026Q1: 31,942 shares 31,942 $3.43M 0.24% -465 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,446 shares; 2025Q2: 90,083 shares; 2025Q3: 88,482 shares; 2025Q4: 86,342 shares; 2026Q1: 74,290 shares 74,290 $3.43M 0.24% -12,052 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,259 shares; 2024Q4: 31,113 shares; 2025Q1: 30,026 shares; 2025Q2: 29,161 shares; 2025Q3: 29,269 shares; 2025Q4: 29,346 shares; 2026Q1: 29,217 shares 29,217 $3.35M 0.23% -129 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 8,746 shares; 2025Q1: 8,943 shares; 2025Q2: 8,863 shares; 2025Q3: 9,029 shares; 2025Q4: 9,235 shares; 2026Q1: 9,373 shares 9,373 $3.33M 0.23% +138 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,380 shares; 2024Q4: 91,027 shares; 2025Q1: 86,947 shares; 2025Q2: 84,573 shares; 2025Q3: 71,926 shares; 2025Q4: 69,676 shares; 2026Q1: 49,814 shares 49,814 $3.3M 0.23% -19,862 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 6,842 shares; 2025Q1: 6,651 shares; 2025Q2: 6,748 shares; 2025Q3: 6,696 shares; 2025Q4: 6,652 shares; 2026Q1: 6,681 shares 6,681 $3.29M 0.23% +29 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,753 shares; 2026Q1: 36,671 shares 36,671 $3.29M 0.23% +918 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,171 shares; 2024Q4: 91,276 shares; 2025Q1: 89,618 shares; 2025Q2: 89,904 shares; 2025Q3: 89,074 shares; 2025Q4: 89,126 shares; 2026Q1: 84,948 shares 84,948 $3.28M 0.23% -4,178 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,861 shares; 2024Q4: 17,504 shares; 2025Q1: 17,467 shares; 2025Q2: 21,534 shares; 2025Q3: 24,258 shares; 2025Q4: 26,358 shares; 2026Q1: 60,547 shares 60,547 $3.19M 0.22% +34,189 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,580 shares; 2024Q4: 29,979 shares; 2025Q1: 29,515 shares; 2025Q2: 32,529 shares; 2025Q3: 33,483 shares; 2025Q4: 34,740 shares; 2026Q1: 34,635 shares 34,635 $3.19M 0.22% -105 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,090 shares; 2025Q1: 9,758 shares; 2025Q2: 9,573 shares; 2025Q3: 9,559 shares; 2025Q4: 9,603 shares; 2026Q1: 9,595 shares 9,595 $3.17M 0.22% -8 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,461 shares; 2024Q4: 22,769 shares; 2025Q1: 22,605 shares; 2025Q2: 27,134 shares; 2025Q3: 23,217 shares; 2025Q4: 25,936 shares; 2026Q1: 26,480 shares 26,480 $3.15M 0.22% +544 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 34,767 shares; 2025Q1: 34,835 shares; 2025Q2: 55,522 shares; 2025Q3: 56,719 shares; 2025Q4: 37,612 shares; 2026Q1: 29,899 shares 29,899 $3.1M 0.21% -7,713 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,748 shares; 2025Q3: 78,395 shares; 2025Q4: 85,535 shares; 2026Q1: 83,781 shares 83,781 $3.1M 0.21% -1,754 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 10,445 shares; 2025Q1: 10,162 shares; 2025Q2: 10,050 shares; 2025Q3: 11,520 shares; 2025Q4: 11,895 shares; 2026Q1: 11,555 shares 11,555 $3.09M 0.21% -340 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,592 shares; 2025Q1: 3,675 shares; 2025Q2: 4,154 shares; 2025Q3: 4,281 shares; 2025Q4: 5,011 shares; 2026Q1: 4,723 shares 4,723 $3.08M 0.21% -288 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,324 shares; 2024Q4: 38,552 shares; 2025Q1: 40,124 shares; 2025Q2: 42,236 shares; 2025Q3: 45,112 shares; 2025Q4: 48,361 shares; 2026Q1: 60,864 shares 60,864 $3.08M 0.21% +12,503 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,779 shares; 2024Q4: 18,686 shares; 2025Q1: 17,877 shares; 2025Q2: 15,421 shares; 2025Q3: 15,355 shares; 2025Q4: 15,277 shares; 2026Q1: 14,934 shares 14,934 $2.93M 0.2% -343 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 11,173 shares; 2025Q4: 18,835 shares; 2026Q1: 37,740 shares 37,740 $2.91M 0.2% +18,905 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,869 shares; 2024Q4: 91,843 shares; 2025Q1: 87,870 shares; 2025Q2: 87,517 shares; 2025Q3: 85,547 shares; 2025Q4: 85,626 shares; 2026Q1: 76,235 shares 76,235 $2.9M 0.2% -9,391 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,162 shares; 2025Q3: 59,997 shares; 2025Q4: 59,153 shares; 2026Q1: 56,963 shares 56,963 $2.88M 0.2% -2,190 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,701 shares; 2025Q1: 11,348 shares; 2025Q2: 11,197 shares; 2025Q3: 11,387 shares; 2025Q4: 11,376 shares; 2026Q1: 11,337 shares 11,337 $2.85M 0.2% -39 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 14,568 shares; 2025Q1: 14,050 shares; 2025Q2: 13,653 shares; 2025Q3: 13,410 shares; 2025Q4: 13,320 shares; 2026Q1: 13,140 shares 13,140 $2.81M 0.19% -180 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,927 shares; 2024Q4: 19,402 shares; 2025Q1: 19,749 shares; 2025Q2: 20,043 shares; 2025Q3: 20,347 shares; 2025Q4: 20,517 shares; 2026Q1: 20,596 shares 20,596 $2.72M 0.19% +79 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 13,092 shares; 2025Q1: 12,613 shares; 2025Q2: 12,596 shares; 2025Q3: 12,556 shares; 2025Q4: 12,382 shares; 2026Q1: 12,297 shares 12,297 $2.69M 0.19% -85 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,471 shares; 2025Q1: 8,306 shares; 2025Q2: 8,210 shares; 2025Q3: 8,434 shares; 2025Q4: 8,627 shares; 2026Q1: 8,613 shares 8,613 $2.68M 0.18% -14 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 19,431 shares; 2025Q1: 18,669 shares; 2025Q2: 18,168 shares; 2025Q3: 18,212 shares; 2025Q4: 18,149 shares; 2026Q1: 17,889 shares 17,889 $2.62M 0.18% -260 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 9,071 shares; 2025Q1: 9,127 shares; 2025Q2: 9,325 shares; 2025Q3: 9,359 shares; 2025Q4: 10,610 shares; 2026Q1: 10,264 shares 10,264 $2.6M 0.18% -346 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 13,331 shares; 2025Q1: 14,091 shares; 2025Q2: 14,723 shares; 2025Q3: 15,625 shares; 2025Q4: 16,123 shares; 2026Q1: 16,757 shares 16,757 $2.53M 0.17% +634 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 6,484 shares; 2025Q1: 6,328 shares; 2025Q2: 6,146 shares; 2025Q3: 6,144 shares; 2025Q4: 6,163 shares; 2026Q1: 5,672 shares 5,672 $2.51M 0.17% -491 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 7,405 shares; 2025Q1: 7,246 shares; 2025Q2: 7,168 shares; 2025Q3: 7,158 shares; 2025Q4: 7,313 shares; 2026Q1: 7,163 shares 7,163 $2.48M 0.17% -150 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 14,691 shares; 2025Q1: 14,774 shares; 2025Q2: 14,865 shares; 2025Q3: 17,399 shares; 2025Q4: 15,566 shares; 2026Q1: 15,433 shares 15,433 $2.43M 0.17% -133 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,875 shares; 2024Q4: 21,778 shares; 2025Q1: 23,506 shares; 2025Q2: 24,714 shares; 2025Q3: 26,898 shares; 2025Q4: 27,132 shares; 2026Q1: 21,522 shares 21,522 $2.4M 0.17% -5,610 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,423 shares; 2024Q4: 46,100 shares; 2025Q1: 48,857 shares; 2025Q2: 49,050 shares; 2025Q3: 49,472 shares; 2025Q4: 53,941 shares; 2026Q1: 56,576 shares 56,576 $2.39M 0.16% +2,635 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 7,677 shares; 2025Q1: 7,234 shares; 2025Q2: 7,077 shares; 2025Q3: 7,074 shares; 2025Q4: 7,004 shares; 2026Q1: 7,001 shares 7,001 $2.35M 0.16% -3 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,260 shares; 2025Q1: 2,711 shares; 2025Q2: 2,791 shares; 2025Q3: 2,694 shares; 2025Q4: 2,645 shares; 2026Q1: 3,333 shares 3,333 $2.29M 0.16% +688 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 3,717 shares; 2025Q3: 3,697 shares; 2025Q4: 3,614 shares; 2026Q1: 3,535 shares 3,535 $2.29M 0.16% -79 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,394 shares; 2025Q2: 20,202 shares; 2025Q3: 20,074 shares; 2025Q4: 28,067 shares; 2026Q1: 29,905 shares 29,905 $2.24M 0.15% +1,838 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,968 shares; 2025Q1: 7,017 shares; 2025Q2: 8,282 shares; 2025Q3: 8,342 shares; 2025Q4: 8,020 shares; 2026Q1: 9,780 shares 9,780 $2.22M 0.15% +1,760 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,240 shares; 2024Q4: 24,532 shares; 2025Q1: 35,747 shares; 2025Q2: 38,860 shares; 2025Q3: 43,062 shares; 2025Q4: 42,962 shares; 2026Q1: 42,948 shares 42,948 $2.21M 0.15% -14 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,478 shares; 2024Q4: 42,331 shares; 2025Q1: 45,876 shares; 2025Q2: 43,138 shares; 2025Q3: 38,268 shares; 2025Q4: 39,184 shares; 2026Q1: 48,307 shares 48,307 $2.16M 0.15% +9,123 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,020 shares; 2025Q1: 2,056 shares; 2025Q2: 2,110 shares; 2025Q3: 2,184 shares; 2025Q4: 2,700 shares; 2026Q1: 2,720 shares 2,720 $2.16M 0.15% +20 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 9,357 shares; 2025Q1: 8,322 shares; 2025Q2: 8,188 shares; 2025Q3: 7,980 shares; 2025Q4: 7,964 shares; 2026Q1: 7,774 shares 7,774 $2.13M 0.15% -190 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 8,407 shares; 2025Q1: 8,157 shares; 2025Q2: 7,746 shares; 2025Q3: 7,589 shares; 2025Q4: 7,741 shares; 2026Q1: 7,710 shares 7,710 $2.1M 0.14% -31 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,360 shares; 2024Q4: 101,725 shares; 2025Q1: 95,474 shares; 2025Q2: 90,476 shares; 2025Q3: 76,403 shares; 2025Q4: 74,311 shares; 2026Q1: 41,065 shares 41,065 $2.09M 0.14% -33,246 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 2,976 shares; 2026Q1: 2,931 shares 2,931 $2.08M 0.14% -45 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,874 shares; 2024Q4: 14,820 shares; 2025Q1: 14,294 shares; 2025Q2: 14,010 shares; 2025Q3: 14,034 shares; 2025Q4: 12,576 shares; 2026Q1: 12,336 shares 12,336 $2.06M 0.14% -240 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,724 shares; 2024Q4: 31,603 shares; 2025Q1: 32,194 shares; 2025Q2: 34,013 shares; 2025Q3: 36,094 shares; 2025Q4: 37,395 shares; 2026Q1: 37,655 shares 37,655 $2.03M 0.14% +260 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,398 shares; 2024Q4: 24,237 shares; 2025Q1: 22,539 shares; 2025Q2: 23,167 shares; 2025Q3: 22,279 shares; 2025Q4: 22,262 shares; 2026Q1: 22,185 shares 22,185 $2.02M 0.14% -77 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 23,596 shares; 2025Q1: 18,059 shares; 2025Q2: 41,647 shares; 2025Q3: 43,145 shares; 2025Q4: 43,690 shares; 2026Q1: 43,430 shares 43,430 $1.99M 0.14% -260 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 17,152 shares; 2025Q1: 16,076 shares; 2025Q2: 16,194 shares; 2025Q3: 16,088 shares; 2025Q4: 15,999 shares; 2026Q1: 15,742 shares 15,742 $1.96M 0.14% -257 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,729 shares; 2025Q1: 7,695 shares; 2025Q2: 5,832 shares; 2025Q3: 5,782 shares; 2025Q4: 5,853 shares; 2026Q1: 5,749 shares 5,749 $1.88M 0.13% -104 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 10,186 shares; 2025Q1: 9,934 shares; 2025Q2: 9,856 shares; 2025Q3: 10,048 shares; 2025Q4: 9,938 shares; 2026Q1: 9,328 shares 9,328 $1.87M 0.13% -610 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,292 shares; 2025Q1: 4,167 shares; 2025Q2: 4,499 shares; 2025Q3: 5,260 shares; 2025Q4: 5,181 shares; 2026Q1: 4,619 shares 4,619 $1.85M 0.13% -562 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,524 shares; 2025Q1: 2,476 shares; 2025Q2: 2,505 shares; 2025Q3: 2,395 shares; 2025Q4: 3,691 shares; 2026Q1: 11,362 shares 11,362 $1.79M 0.12% +7,671 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,899 shares; 2025Q2: 29,540 shares; 2025Q3: 28,809 shares; 2025Q4: 29,499 shares; 2026Q1: 32,831 shares 32,831 $1.77M 0.12% +3,332 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 3,093 shares; 2025Q1: 4,128 shares; 2025Q2: 5,519 shares; 2025Q3: 5,627 shares; 2025Q4: 5,867 shares; 2026Q1: 5,750 shares 5,750 $1.77M 0.12% -117 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 8,046 shares; 2026Q1: 22,809 shares 22,809 $1.76M 0.12% +14,763 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 16,969 shares; 2025Q1: 19,039 shares; 2025Q2: 20,417 shares; 2025Q3: 20,872 shares; 2025Q4: 20,011 shares; 2026Q1: 20,249 shares 20,249 $1.75M 0.12% +238 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,911 shares; 2024Q4: 18,469 shares; 2025Q1: 18,225 shares; 2025Q2: 18,686 shares; 2025Q3: 18,490 shares; 2025Q4: 18,432 shares; 2026Q1: 17,944 shares 17,944 $1.74M 0.12% -488 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,179 shares; 2025Q1: 3,500 shares; 2025Q2: 4,015 shares; 2025Q3: 4,254 shares; 2025Q4: 4,241 shares; 2026Q1: 4,335 shares 4,335 $1.72M 0.12% +94 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 7,048 shares; 2025Q1: 7,234 shares; 2025Q2: 8,195 shares; 2025Q3: 8,443 shares; 2025Q4: 8,606 shares; 2026Q1: 8,740 shares 8,740 $1.72M 0.12% +134 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 11,147 shares; 2025Q1: 11,007 shares; 2025Q2: 11,093 shares; 2025Q3: 11,441 shares; 2025Q4: 11,604 shares; 2026Q1: 12,205 shares 12,205 $1.68M 0.12% +601 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,397 shares; 2024Q4: 20,520 shares; 2025Q1: 23,740 shares; 2025Q2: 17,705 shares; 2025Q3: 17,570 shares; 2025Q4: 17,284 shares; 2026Q1: 16,845 shares 16,845 $1.65M 0.11% -439 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,344 shares; 2024Q4: 93,802 shares; 2025Q1: 16,497 shares; 2025Q2: 27,646 shares; 2025Q3: 17,690 shares; 2025Q4: 17,416 shares; 2026Q1: 18,593 shares 18,593 $1.62M 0.11% +1,177 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,523 shares; 2025Q1: 4,618 shares; 2025Q2: 4,802 shares; 2025Q3: 4,649 shares; 2025Q4: 4,482 shares; 2026Q1: 4,155 shares 4,155 $1.62M 0.11% -327 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,737 shares 61,737 $1.62M 0.11% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,205 shares; 2024Q4: 20,261 shares; 2025Q1: 20,066 shares; 2025Q2: 22,581 shares; 2025Q3: 24,458 shares; 2025Q4: 27,269 shares; 2026Q1: 24,818 shares 24,818 $1.59M 0.11% -2,451 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,648 shares; 2025Q3: 35,070 shares; 2025Q4: 35,581 shares; 2026Q1: 31,200 shares 31,200 $1.57M 0.11% -4,381 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,802 shares; 2025Q4: 8,430 shares; 2026Q1: 31,049 shares 31,049 $1.56M 0.11% +22,619 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,499 shares; 2025Q2: 157,264 shares; 2025Q3: 302,360 shares; 2025Q4: 308,147 shares; 2026Q1: 25,832 shares 25,832 $1.55M 0.11% -282,315 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,790 shares; 2025Q1: 5,690 shares; 2025Q2: 5,504 shares; 2025Q3: 5,493 shares; 2025Q4: 5,481 shares; 2026Q1: 5,238 shares 5,238 $1.53M 0.11% -243 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,539 shares; 2025Q2: 5,248 shares; 2025Q3: 7,540 shares; 2025Q4: 7,613 shares; 2026Q1: 7,345 shares 7,345 $1.5M 0.1% -268 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 8,432 shares; 2025Q1: 8,501 shares; 2025Q2: 9,215 shares; 2025Q3: 9,397 shares; 2025Q4: 9,492 shares; 2026Q1: 8,463 shares 8,463 $1.48M 0.1% -1,029 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,858 shares 31,858 $1.47M 0.1% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 11,976 shares; 2025Q1: 11,901 shares; 2025Q2: 11,901 shares; 2025Q3: 11,677 shares; 2025Q4: 11,446 shares; 2026Q1: 10,761 shares 10,761 $1.47M 0.1% -685 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 6,284 shares; 2025Q1: 6,083 shares; 2025Q2: 7,336 shares; 2025Q3: 7,666 shares; 2025Q4: 7,639 shares; 2026Q1: 7,742 shares 7,742 $1.46M 0.1% +103 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 24,938 shares; 2025Q1: 24,995 shares; 2025Q2: 15,814 shares; 2025Q3: 16,830 shares; 2025Q4: 17,490 shares; 2026Q1: 13,019 shares 13,019 $1.46M 0.1% -4,471 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 55,303 shares; 2025Q1: 47,275 shares; 2025Q2: 69,654 shares; 2025Q3: 22,298 shares; 2025Q4: 11,735 shares; 2026Q1: 16,315 shares 16,315 $1.45M 0.1% +4,580 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,211 shares; 2025Q1: 1,263 shares; 2025Q2: 1,288 shares; 2025Q3: 1,502 shares; 2025Q4: 1,564 shares; 2026Q1: 1,559 shares 1,559 $1.44M 0.1% -5 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,036 shares; 2025Q2: 3,515 shares; 2025Q3: 3,693 shares; 2025Q4: 3,505 shares; 2026Q1: 4,212 shares 4,212 $1.43M 0.1% +707 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,501 shares; 2024Q4: 20,609 shares; 2025Q1: 19,781 shares; 2025Q2: 18,635 shares; 2025Q3: 18,954 shares; 2025Q4: 18,571 shares; 2026Q1: 18,151 shares 18,151 $1.38M 0.1% -420 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,140 shares; 2024Q4: 246,287 shares; 2025Q1: 196,830 shares; 2025Q2: 21,216 shares; 2025Q3: 18,357 shares; 2025Q4: 17,748 shares; 2026Q1: 15,393 shares 15,393 $1.38M 0.1% -2,355 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,605 shares; 2025Q1: 3,683 shares; 2025Q2: 3,899 shares; 2025Q3: 3,969 shares; 2025Q4: 3,857 shares; 2026Q1: 4,314 shares 4,314 $1.37M 0.09% +457 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,637 shares; 2025Q1: 9,631 shares; 2025Q2: 9,674 shares; 2025Q3: 9,834 shares; 2025Q4: 10,446 shares; 2026Q1: 10,558 shares 10,558 $1.35M 0.09% +112 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,322 shares; 2024Q4: 20,298 shares; 2025Q1: 17,784 shares; 2025Q2: 17,099 shares; 2025Q3: 15,526 shares; 2025Q4: 14,879 shares; 2026Q1: 14,194 shares 14,194 $1.35M 0.09% -685 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,163 shares; 2024Q4: 5,112 shares; 2025Q1: 4,955 shares; 2025Q2: 4,939 shares; 2025Q3: 4,944 shares; 2025Q4: 4,920 shares; 2026Q1: 4,887 shares 4,887 $1.34M 0.09% -33 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,997 shares; 2025Q1: 21,452 shares; 2025Q2: 26,850 shares; 2025Q3: 26,850 shares; 2025Q4: 26,423 shares; 2026Q1: 26,901 shares 26,901 $1.32M 0.09% +478 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,802 shares; 2025Q3: 54,762 shares; 2025Q4: 57,565 shares; 2026Q1: 58,227 shares 58,227 $1.29M 0.09% +662 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,170 shares; 2025Q1: 4,581 shares; 2025Q2: 5,288 shares; 2025Q3: 4,799 shares; 2025Q4: 4,427 shares; 2026Q1: 4,487 shares 4,487 $1.29M 0.09% +60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,844 shares; 2025Q1: 2,965 shares; 2025Q2: 3,349 shares; 2025Q3: 3,450 shares; 2025Q4: 3,402 shares; 2026Q1: 3,471 shares 3,471 $1.29M 0.09% +69 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 33,603 shares; 2025Q1: 27,111 shares; 2025Q2: 28,126 shares; 2025Q3: 27,788 shares; 2025Q4: 26,548 shares; 2026Q1: 28,824 shares 28,824 $1.29M 0.09% +2,276 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,659 shares; 2024Q4: 12,599 shares; 2025Q1: 11,270 shares; 2025Q2: 6,835 shares; 2025Q3: 6,985 shares; 2025Q4: 6,713 shares; 2026Q1: 6,932 shares 6,932 $1.28M 0.09% +219 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,205 shares; 2025Q1: 7,357 shares; 2025Q2: 8,408 shares; 2025Q3: 8,757 shares; 2025Q4: 8,594 shares; 2026Q1: 8,654 shares 8,654 $1.27M 0.09% +60 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,856 shares; 2025Q3: 47,667 shares; 2025Q4: 50,194 shares; 2026Q1: 50,782 shares 50,782 $1.26M 0.09% +588 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,626 shares; 2025Q1: 3,727 shares; 2025Q2: 3,729 shares; 2025Q3: 3,730 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares 2,627 $1.25M 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,904 shares; 2025Q1: 2,939 shares; 2025Q2: 3,566 shares; 2025Q3: 4,286 shares; 2025Q4: 4,004 shares; 2026Q1: 3,843 shares 3,843 $1.25M 0.09% -161 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 11,940 shares; 2025Q1: 11,942 shares; 2025Q2: 12,298 shares; 2025Q3: 12,860 shares; 2025Q4: 12,764 shares; 2026Q1: 13,049 shares 13,049 $1.23M 0.08% +285 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,538 shares; 2024Q4: 25,446 shares; 2025Q1: 21,488 shares; 2025Q2: 20,649 shares; 2025Q3: 20,915 shares; 2025Q4: 18,505 shares; 2026Q1: 18,371 shares 18,371 $1.23M 0.08% -134 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,283 shares; 2025Q1: 6,502 shares; 2025Q2: 6,450 shares; 2025Q3: 6,921 shares; 2025Q4: 3,551 shares; 2026Q1: 3,310 shares 3,310 $1.16M 0.08% -241 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,447 shares; 2025Q3: 76,272 shares; 2025Q4: 80,210 shares; 2026Q1: 79,515 shares 79,515 $1.15M 0.08% -695 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 896 shares; 2025Q1: 917 shares; 2025Q2: 1,043 shares; 2025Q3: 1,065 shares; 2025Q4: 1,084 shares; 2026Q1: 1,141 shares 1,141 $1.14M 0.08% +57 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 8,892 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,808 shares; 2025Q4: 4,808 shares; 2026Q1: 11,891 shares 11,891 $1.12M 0.08% +7,083 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,818 shares; 2025Q2: 43,813 shares; 2025Q3: 41,371 shares; 2025Q4: 41,118 shares; 2026Q1: 40,928 shares 40,928 $1.1M 0.08% -190 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 5,307 shares; 2025Q1: 5,389 shares; 2025Q2: 5,677 shares; 2025Q3: 7,951 shares; 2025Q4: 8,183 shares; 2026Q1: 8,208 shares 8,208 $1.1M 0.08% +25 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,535 shares; 2026Q1: 11,868 shares 11,868 $1.09M 0.07% +8,333 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 12,850 shares; 2025Q1: 12,824 shares; 2025Q2: 12,922 shares; 2025Q3: 13,158 shares; 2025Q4: 13,296 shares; 2026Q1: 13,211 shares 13,211 $1.08M 0.07% -85 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 18,939 shares; 2025Q1: 18,961 shares; 2025Q2: 18,757 shares; 2025Q3: 19,302 shares; 2025Q4: 19,668 shares; 2026Q1: 18,338 shares 18,338 $1.04M 0.07% -1,330 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 13,350 shares; 2025Q1: 13,132 shares; 2025Q2: 12,018 shares; 2025Q3: 12,225 shares; 2025Q4: 12,144 shares; 2026Q1: 12,101 shares 12,101 $1.04M 0.07% -43 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,804 shares; 2025Q4: 28,347 shares; 2026Q1: 33,464 shares 33,464 $1.04M 0.07% +5,117 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,524 shares; 2025Q2: 57,578 shares; 2025Q3: 38,642 shares; 2025Q4: 30,337 shares; 2026Q1: 21,191 shares 21,191 $1.03M 0.07% -9,146 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,221 shares; 2024Q4: 31,221 shares; 2025Q1: 28,200 shares; 2025Q2: 28,200 shares; 2025Q3: 28,200 shares; 2025Q4: 25,749 shares; 2026Q1: 27,929 shares 27,929 $1.03M 0.07% +2,180 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 13,114 shares; 2025Q1: 12,138 shares; 2025Q2: 11,068 shares; 2025Q3: 10,855 shares; 2025Q4: 11,803 shares; 2026Q1: 12,004 shares 12,004 $1.03M 0.07% +201 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 4,006 shares; 2025Q1: 5,603 shares; 2025Q2: 6,781 shares; 2025Q3: 7,113 shares; 2025Q4: 6,994 shares; 2026Q1: 8,769 shares 8,769 $1.02M 0.07% +1,775 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 11,434 shares; 2025Q1: 10,571 shares; 2025Q2: 10,111 shares; 2025Q3: 10,150 shares; 2025Q4: 10,100 shares; 2026Q1: 8,924 shares 8,924 $1.02M 0.07% -1,176 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,603 shares; 2024Q4: 17,174 shares; 2025Q1: 18,485 shares; 2025Q2: 20,403 shares; 2025Q3: 19,539 shares; 2025Q4: 19,434 shares; 2026Q1: 18,594 shares 18,594 $1M 0.07% -840 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,204 shares; 2025Q1: 4,173 shares; 2025Q2: 4,184 shares; 2025Q3: 3,821 shares; 2025Q4: 3,624 shares; 2026Q1: 3,726 shares 3,726 $997K 0.07% +102 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 12,127 shares; 2025Q1: 11,838 shares; 2025Q2: 11,123 shares; 2025Q3: 11,001 shares; 2025Q4: 10,607 shares; 2026Q1: 10,607 shares 10,607 $990K 0.07% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,445 shares; 2025Q1: 3,330 shares; 2025Q2: 3,182 shares; 2025Q3: 3,083 shares; 2025Q4: 2,987 shares; 2026Q1: 2,710 shares 2,710 $982K 0.07% -277 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,343 shares; 2025Q1: 8,534 shares; 2025Q2: 8,938 shares; 2025Q3: 8,603 shares; 2025Q4: 8,615 shares; 2026Q1: 6,933 shares 6,933 $929K 0.06% -1,682 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,344 shares; 2025Q1: 3,342 shares; 2025Q2: 3,597 shares; 2025Q3: 3,802 shares; 2025Q4: 3,903 shares; 2026Q1: 4,078 shares 4,078 $917K 0.06% +175 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 7,849 shares; 2025Q1: 7,472 shares; 2025Q2: 7,489 shares; 2025Q3: 16,794 shares; 2025Q4: 19,778 shares; 2026Q1: 17,811 shares 17,811 $903K 0.06% -1,967 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,445 shares 24,445 $892K 0.06% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,592 shares; 2025Q1: 58,592 shares; 2025Q2: 7,255 shares; 2025Q3: 14,067 shares; 2025Q4: 15,404 shares; 2026Q1: 16,719 shares 16,719 $879K 0.06% +1,315 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 10,182 shares; 2025Q1: 15,365 shares; 2025Q2: 12,632 shares; 2025Q3: 11,089 shares; 2025Q4: 10,736 shares; 2026Q1: 11,202 shares 11,202 $870K 0.06% +466 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,025 shares 17,025 $866K 0.06% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,556 shares; 2024Q4: 7,556 shares; 2025Q1: 7,636 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares; 2025Q4: 10,037 shares; 2026Q1: 10,256 shares 10,256 $859K 0.06% +219 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 652 shares; 2025Q1: 802 shares; 2025Q2: 867 shares; 2025Q3: 842 shares; 2025Q4: 8,094 shares; 2026Q1: 8,815 shares 8,815 $858K 0.06% +721 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,468 shares; 2024Q4: 65,568 shares; 2025Q1: 63,895 shares; 2025Q2: 32,552 shares; 2025Q3: 15,730 shares; 2025Q4: 30,629 shares; 2026Q1: 32,775 shares 32,775 $844K 0.06% +2,146 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,889 shares; 2025Q1: 11,063 shares; 2025Q2: 9,418 shares; 2025Q3: 8,077 shares; 2025Q4: 7,836 shares; 2026Q1: 6,043 shares 6,043 $837K 0.06% -1,793 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,083 shares; 2025Q1: 9,752 shares; 2025Q2: 9,765 shares; 2025Q3: 9,816 shares; 2025Q4: 9,500 shares; 2026Q1: 8,799 shares 8,799 $829K 0.06% -701 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,885 shares; 2025Q1: 4,740 shares; 2025Q2: 4,913 shares; 2025Q3: 5,135 shares; 2025Q4: 5,236 shares; 2026Q1: 5,199 shares 5,199 $813K 0.06% -37 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,352 shares; 2025Q1: 9,988 shares; 2025Q2: 8,843 shares; 2025Q3: 6,668 shares; 2025Q4: 6,828 shares; 2026Q1: 6,273 shares 6,273 $802K 0.06% -555 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,956 shares; 2025Q1: 28,602 shares; 2025Q2: 16,157 shares; 2025Q3: 15,990 shares; 2025Q4: 15,990 shares; 2026Q1: 12,600 shares 12,600 $802K 0.06% -3,390 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 6,050 shares; 2025Q1: 6,239 shares; 2025Q2: 6,137 shares; 2025Q3: 6,343 shares; 2025Q4: 6,478 shares; 2026Q1: 5,863 shares 5,863 $799K 0.05% -615 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,588 shares; 2024Q4: 22,714 shares; 2025Q1: 24,582 shares; 2025Q2: 23,622 shares; 2025Q3: 31,396 shares; 2025Q4: 26,293 shares; 2026Q1: 28,723 shares 28,723 $761K 0.05% +2,430 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,945 shares; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 4,481 shares; 2025Q4: 4,556 shares; 2026Q1: 9,603 shares 9,603 $749K 0.05% +5,047 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,595 shares; 2025Q2: 27,714 shares; 2025Q3: 26,608 shares; 2025Q4: 26,157 shares; 2026Q1: 29,637 shares 29,637 $748K 0.05% +3,480 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,491 shares; 2024Q4: 29,001 shares; 2025Q1: 24,546 shares; 2025Q2: 24,393 shares; 2025Q3: 24,864 shares; 2025Q4: 29,687 shares; 2026Q1: 28,268 shares 28,268 $719K 0.05% -1,419 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,043 shares; 2024Q4: 30,288 shares; 2025Q1: 25,689 shares; 2025Q2: 25,536 shares; 2025Q3: 24,791 shares; 2025Q4: 29,533 shares; 2026Q1: 27,875 shares 27,875 $715K 0.05% -1,658 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,324 shares; 2024Q4: 46,604 shares; 2025Q1: 57,434 shares; 2025Q2: 58,236 shares; 2025Q3: 60,113 shares; 2025Q4: 60,062 shares; 2026Q1: 7,206 shares 7,206 $697K 0.05% -52,856 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,627 shares; 2025Q1: 6,197 shares; 2025Q2: 7,577 shares; 2025Q3: 7,696 shares; 2025Q4: 7,634 shares; 2026Q1: 7,634 shares 7,634 $693K 0.05% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,669 shares; 2025Q1: not reported; 2025Q2: 5,004 shares; 2025Q3: 4,837 shares; 2025Q4: 4,923 shares; 2026Q1: 10,993 shares 10,993 $693K 0.05% +6,070 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,701 shares; 2025Q1: 25,042 shares; 2025Q2: 24,895 shares; 2025Q3: 24,140 shares; 2025Q4: 28,920 shares; 2026Q1: 27,238 shares 27,238 $692K 0.05% -1,682 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,298 shares; 2024Q4: 28,935 shares; 2025Q1: 24,386 shares; 2025Q2: 24,308 shares; 2025Q3: 23,654 shares; 2025Q4: 28,756 shares; 2026Q1: 27,058 shares 27,058 $692K 0.05% -1,698 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,468 shares 2,468 $682K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,091 shares; 2025Q1: 689 shares; 2025Q2: 767 shares; 2025Q3: 878 shares; 2025Q4: 1,053 shares; 2026Q1: 1,151 shares 1,151 $682K 0.05% +98 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,366 shares; 2025Q4: 14,438 shares; 2026Q1: 13,751 shares 13,751 $681K 0.05% -687 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,499 shares; 2025Q1: 2,119 shares; 2025Q2: 2,272 shares; 2025Q3: 2,413 shares; 2025Q4: 2,401 shares; 2026Q1: 2,357 shares 2,357 $671K 0.05% -44 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,194 shares; 2026Q1: 25,438 shares 25,438 $661K 0.05% -1,756 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,785 shares; 2025Q1: 45,494 shares; 2025Q2: 32,467 shares; 2025Q3: 31,773 shares; 2025Q4: 23,399 shares; 2026Q1: 22,137 shares 22,137 $651K 0.04% -1,262 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,020 shares; 2024Q4: 5,801 shares; 2025Q1: 5,569 shares; 2025Q2: 5,561 shares; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares; 2026Q1: 5,561 shares 5,561 $649K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,592 shares; 2024Q4: 31,972 shares; 2025Q1: 34,095 shares; 2025Q2: 32,464 shares; 2025Q3: 20,660 shares; 2025Q4: 23,993 shares; 2026Q1: 21,758 shares 21,758 $645K 0.04% -2,235 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799 $644K 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares 2,989 $607K 0.04% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,495 shares; 2025Q1: 2,501 shares; 2025Q2: 2,525 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,761 shares 2,761 $604K 0.04% +122 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,595 shares; 2025Q2: 1,612 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,601 shares 1,601 $593K 0.04% +5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 5,089 shares; 2025Q1: 6,876 shares; 2025Q2: 7,237 shares; 2025Q3: 5,976 shares; 2025Q4: 5,382 shares; 2026Q1: 10,335 shares 10,335 $592K 0.04% +4,953 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,049 shares; 2024Q4: 22,720 shares; 2025Q1: 23,549 shares; 2025Q2: 23,316 shares; 2025Q3: 23,379 shares; 2025Q4: 20,706 shares; 2026Q1: 21,198 shares 21,198 $584K 0.04% +492 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 1,016 shares; 2025Q1: 1,012 shares; 2025Q2: 1,057 shares; 2025Q3: 1,075 shares; 2025Q4: 1,030 shares; 2026Q1: 1,100 shares 1,100 $573K 0.04% +70 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 10,080 shares; 2025Q1: 9,817 shares; 2025Q2: 10,171 shares; 2025Q3: 10,554 shares; 2025Q4: 10,812 shares; 2026Q1: 11,391 shares 11,391 $573K 0.04% +579 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,170 shares; 2024Q4: 24,691 shares; 2025Q1: 25,549 shares; 2025Q2: 12,199 shares; 2025Q3: 11,397 shares; 2025Q4: 9,331 shares; 2026Q1: 9,503 shares 9,503 $572K 0.04% +172 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 4,554 shares; 2025Q1: 4,555 shares; 2025Q2: 4,655 shares; 2025Q3: 4,716 shares; 2025Q4: 4,874 shares; 2026Q1: 4,917 shares 4,917 $568K 0.04% +43 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,790 shares; 2025Q1: 1,718 shares; 2025Q2: 1,207 shares; 2025Q3: 1,193 shares; 2025Q4: 2,383 shares; 2026Q1: 2,426 shares 2,426 $558K 0.04% +43 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 16,201 shares; 2025Q1: 15,577 shares; 2025Q2: 15,192 shares; 2025Q3: 14,797 shares; 2025Q4: 13,279 shares; 2026Q1: 10,185 shares 10,185 $553K 0.04% -3,094 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,954 shares; 2025Q1: 2,276 shares; 2025Q2: 2,326 shares; 2025Q3: 2,480 shares; 2025Q4: 2,380 shares; 2026Q1: 2,457 shares 2,457 $549K 0.04% +77 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,226 shares; 2025Q1: 7,160 shares; 2025Q2: 7,454 shares; 2025Q3: 7,402 shares; 2025Q4: 7,442 shares; 2026Q1: 7,175 shares 7,175 $548K 0.04% -267 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,242 shares; 2025Q1: 12,433 shares; 2025Q2: 9,337 shares; 2025Q3: 9,261 shares; 2025Q4: 8,462 shares; 2026Q1: 8,238 shares 8,238 $534K 0.04% -224 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,528 shares; 2025Q1: 22,243 shares; 2025Q2: 21,686 shares; 2025Q3: 15,569 shares; 2025Q4: 14,337 shares; 2026Q1: 10,318 shares 10,318 $513K 0.04% -4,019 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 9,329 shares; 2025Q1: 7,942 shares; 2025Q2: 6,997 shares; 2025Q3: 6,838 shares; 2025Q4: 5,542 shares; 2026Q1: 5,093 shares 5,093 $494K 0.03% -449 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,981 shares; 2025Q1: 4,185 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares; 2026Q1: 4,185 shares 4,185 $487K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 5,944 shares; 2025Q1: 5,953 shares; 2025Q2: 5,571 shares; 2025Q3: 5,517 shares; 2025Q4: 5,517 shares; 2026Q1: 5,523 shares 5,523 $485K 0.03% +6 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 15,956 shares; 2025Q1: 14,028 shares; 2025Q2: 15,151 shares; 2025Q3: 14,806 shares; 2025Q4: 14,474 shares; 2026Q1: 11,489 shares 11,489 $484K 0.03% -2,985 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,605 shares; 2024Q4: 14,605 shares; 2025Q1: 14,605 shares; 2025Q2: 14,605 shares; 2025Q3: 14,605 shares; 2025Q4: 14,605 shares; 2026Q1: 12,787 shares 12,787 $478K 0.03% -1,818 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,004 shares 3,004 $475K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 2,912 shares; 2025Q1: 2,907 shares; 2025Q2: 3,044 shares; 2025Q3: 3,198 shares; 2025Q4: 3,292 shares; 2026Q1: 3,441 shares 3,441 $465K 0.03% +149 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 277 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $460K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,706 shares; 2025Q1: 4,785 shares; 2025Q2: 11,441 shares; 2025Q3: 10,094 shares; 2025Q4: 9,873 shares; 2026Q1: 9,987 shares 9,987 $457K 0.03% +114 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,511 shares; 2025Q2: 2,511 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares 2,511 $454K 0.03% 0 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,434 shares; 2026Q1: 6,563 shares 6,563 $451K 0.03% -5,871 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 4,433 shares; 2025Q2: 4,441 shares; 2025Q3: 4,449 shares; 2025Q4: 3,107 shares; 2026Q1: 2,892 shares 2,892 $449K 0.03% -215 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,567 shares; 2024Q4: 15,057 shares; 2025Q1: 29,075 shares; 2025Q2: 10,537 shares; 2025Q3: 9,977 shares; 2025Q4: 9,980 shares; 2026Q1: 9,440 shares 9,440 $444K 0.03% -540 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 973 shares 973 $443K 0.03% +127 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,764 shares; 2025Q1: 4,407 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares; 2025Q4: 3,769 shares; 2026Q1: 2,724 shares 2,724 $432K 0.03% -1,045 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,060 shares; 2025Q1: 3,169 shares; 2025Q2: 3,582 shares; 2025Q3: 4,304 shares; 2025Q4: 5,209 shares; 2026Q1: 5,305 shares 5,305 $430K 0.03% +96 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,070 shares; 2025Q1: 4,925 shares; 2025Q2: 4,884 shares; 2025Q3: 4,936 shares; 2025Q4: 5,260 shares; 2026Q1: 4,637 shares 4,637 $424K 0.03% -623 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 4,555 shares; 2025Q1: 4,494 shares; 2025Q2: 4,160 shares; 2025Q3: 4,268 shares; 2025Q4: 4,056 shares; 2026Q1: 3,950 shares 3,950 $420K 0.03% -106 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 703 shares; 2025Q1: 772 shares; 2025Q2: 1,109 shares; 2025Q3: 941 shares; 2025Q4: 982 shares; 2026Q1: 1,031 shares 1,031 $419K 0.03% +49 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,350 shares; 2025Q1: 2,538 shares; 2025Q2: 2,549 shares; 2025Q3: 3,284 shares; 2025Q4: 3,572 shares; 2026Q1: 3,788 shares 3,788 $417K 0.03% +216 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,328 shares; 2025Q1: 5,935 shares; 2025Q2: 7,529 shares; 2025Q3: 7,840 shares; 2025Q4: 6,859 shares; 2026Q1: 5,657 shares 5,657 $413K 0.03% -1,202 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 2,100 shares; 2025Q1: 2,478 shares; 2025Q2: 2,464 shares; 2025Q3: 2,561 shares; 2025Q4: 2,445 shares; 2026Q1: 2,526 shares 2,526 $411K 0.03% +81 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 4,578 shares; 2025Q1: 3,829 shares; 2025Q2: 3,058 shares; 2025Q3: 3,061 shares; 2025Q4: 2,992 shares; 2026Q1: 2,782 shares 2,782 $410K 0.03% -210 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 573 shares; 2025Q1: 570 shares; 2025Q2: 667 shares; 2025Q3: 647 shares; 2025Q4: 401 shares; 2026Q1: 414 shares 414 $409K 0.03% +13 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,763 shares; 2025Q4: 9,789 shares; 2026Q1: 8,136 shares 8,136 $409K 0.03% -1,653 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 583 shares; 2025Q3: 635 shares; 2025Q4: 1,114 shares; 2026Q1: 1,163 shares 1,163 $399K 0.03% +49 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 17,560 shares; 2025Q2: 17,536 shares; 2025Q3: 17,067 shares; 2025Q4: 17,267 shares; 2026Q1: 17,188 shares 17,188 $393K 0.03% -79 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 980 shares; 2025Q4: 1,140 shares; 2026Q1: 1,287 shares 1,287 $391K 0.03% +147 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,938 shares; 2025Q1: 1,930 shares; 2025Q2: 1,946 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares; 2026Q1: 1,939 shares 1,939 $388K 0.03% +5 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,001 shares; 2024Q4: 14,001 shares; 2025Q1: 17,806 shares; 2025Q2: 17,514 shares; 2025Q3: 17,035 shares; 2025Q4: 17,224 shares; 2026Q1: 17,236 shares 17,236 $387K 0.03% +12 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 4,338 shares; 2025Q4: 4,337 shares; 2026Q1: 4,400 shares 4,400 $385K 0.03% +63 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,769 shares; 2024Q4: 17,769 shares; 2025Q1: 17,769 shares; 2025Q2: 17,769 shares; 2025Q3: 16,672 shares; 2025Q4: 16,672 shares; 2026Q1: 16,672 shares 16,672 $381K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,495 shares; 2025Q1: 8,082 shares; 2025Q2: 7,006 shares; 2025Q3: 6,902 shares; 2025Q4: 6,321 shares; 2026Q1: 5,836 shares 5,836 $380K 0.03% -485 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,360 shares; 2025Q2: not reported; 2025Q3: 11,192 shares; 2025Q4: not reported; 2026Q1: 5,525 shares 5,525 $378K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 558 shares; 2026Q1: 567 shares 567 $377K 0.03% +9 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 9,845 shares; 2025Q1: 9,395 shares; 2025Q2: 9,381 shares; 2025Q3: 8,929 shares; 2025Q4: 7,637 shares; 2026Q1: 8,042 shares 8,042 $374K 0.03% +405 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,460 shares; 2025Q1: 2,455 shares; 2025Q2: 2,971 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,463 shares 2,463 $374K 0.03% +8 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,343 shares 1,343 $374K 0.03% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 7,471 shares; 2025Q1: 4,730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 1,885 shares 1,885 $373K 0.03% -155 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,583 shares; 2025Q1: 3,293 shares; 2025Q2: 3,328 shares; 2025Q3: 3,332 shares; 2025Q4: 1,986 shares; 2026Q1: 1,999 shares 1,999 $364K 0.03% +13 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,476 shares; 2025Q1: 8,211 shares; 2025Q2: 7,839 shares; 2025Q3: 7,853 shares; 2025Q4: 7,669 shares; 2026Q1: 7,669 shares 7,669 $359K 0.02% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,178 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares; 2026Q1: 2,856 shares 2,856 $356K 0.02% -20 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 4,115 shares; 2026Q1: 4,598 shares 4,598 $355K 0.02% +483 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,172 shares; 2026Q1: 1,251 shares 1,251 $348K 0.02% +79 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,259 shares; 2025Q1: 2,281 shares; 2025Q2: 1,986 shares; 2025Q3: 1,965 shares; 2025Q4: 3,302 shares; 2026Q1: 3,234 shares 3,234 $344K 0.02% -68 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,092 shares; 2025Q2: 1,186 shares; 2025Q3: 1,218 shares; 2025Q4: 1,361 shares; 2026Q1: 1,470 shares 1,470 $343K 0.02% +109 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $337K 0.02% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 7,466 shares; 2025Q1: 7,660 shares; 2025Q2: 9,492 shares; 2025Q3: 9,294 shares; 2025Q4: 9,132 shares; 2026Q1: 4,961 shares 4,961 $335K 0.02% -4,171 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $334K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,790 shares; 2025Q1: 4,802 shares; 2025Q2: 3,809 shares; 2025Q3: 3,756 shares; 2025Q4: 3,227 shares; 2026Q1: 2,907 shares 2,907 $334K 0.02% -320 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,221 shares; 2025Q1: 1,377 shares; 2025Q2: 1,285 shares; 2025Q3: 1,237 shares; 2025Q4: 1,262 shares; 2026Q1: 1,328 shares 1,328 $334K 0.02% +66 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,061 shares; 2025Q4: 983 shares; 2026Q1: 991 shares 991 $329K 0.02% +8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 218 shares; 2025Q3: 257 shares; 2025Q4: 266 shares; 2026Q1: 308 shares 308 $324K 0.02% +42 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,934 shares; 2025Q4: 6,102 shares; 2026Q1: 6,113 shares 6,113 $323K 0.02% +11 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,556 shares; 2025Q4: 3,903 shares; 2026Q1: 3,777 shares 3,777 $322K 0.02% -126 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,080 shares; 2025Q1: 2,987 shares; 2025Q2: 3,120 shares; 2025Q3: 3,196 shares; 2025Q4: not reported; 2026Q1: 2,499 shares 2,499 $321K 0.02% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 8,921 shares; 2025Q1: 8,805 shares; 2025Q2: 8,770 shares; 2025Q3: 8,693 shares; 2025Q4: 8,706 shares; 2026Q1: 8,693 shares 8,693 $320K 0.02% -13 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 13,027 shares; 2025Q1: 16,939 shares; 2025Q2: 17,004 shares; 2025Q3: 13,885 shares; 2025Q4: 14,309 shares; 2026Q1: 14,333 shares 14,333 $320K 0.02% +24 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares 813 $319K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,272 shares; 2025Q4: 5,047 shares; 2026Q1: 4,460 shares 4,460 $316K 0.02% -587 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,586 shares; 2025Q4: 1,760 shares; 2026Q1: 1,747 shares 1,747 $315K 0.02% -13 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 296 shares; 2025Q1: 298 shares; 2025Q2: 297 shares; 2025Q3: 245 shares; 2025Q4: 729 shares; 2026Q1: 743 shares 743 $314K 0.02% +14 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,262 shares; 2025Q2: 2,410 shares; 2025Q3: 2,496 shares; 2025Q4: 2,613 shares; 2026Q1: 2,694 shares 2,694 $312K 0.02% +81 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,730 shares 1,730 $305K 0.02% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares 5,560 $300K 0.02% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $300K 0.02% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,319 shares; 2025Q2: 6,312 shares; 2025Q3: 6,232 shares; 2025Q4: 6,052 shares; 2026Q1: 3,350 shares 3,350 $292K 0.02% -2,702 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,003 shares; 2025Q1: 2,001 shares; 2025Q2: 1,976 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,823 shares 1,823 $291K 0.02% -126 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,888 shares; 2025Q4: 1,946 shares; 2026Q1: 1,992 shares 1,992 $290K 0.02% +46 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 1,243 shares; 2026Q1: 1,225 shares 1,225 $274K 0.02% -18 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,510 shares; 2025Q2: 9,241 shares; 2025Q3: not reported; 2025Q4: 12,404 shares; 2026Q1: 12,389 shares 12,389 $271K 0.02% -15 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,490 shares; 2025Q3: 2,446 shares; 2025Q4: 2,435 shares; 2026Q1: 2,755 shares 2,755 $270K 0.02% +320 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,712 shares 10,712 $270K 0.02% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,757 shares 2,757 $268K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares 448 $265K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,236 shares 3,236 $263K 0.02% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,136 shares 1,136 $263K 0.02% +41 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 9,619 shares; 2025Q1: 9,429 shares; 2025Q2: 10,076 shares; 2025Q3: 10,888 shares; 2025Q4: 10,942 shares; 2026Q1: 11,195 shares 11,195 $261K 0.02% +253 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,927 shares; 2025Q2: not reported; 2025Q3: 2,866 shares; 2025Q4: 2,865 shares; 2026Q1: 3,136 shares 3,136 $258K 0.02% +271 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,204 shares; 2025Q4: not reported; 2026Q1: 1,238 shares 1,238 $252K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,903 shares; 2025Q3: 3,898 shares; 2025Q4: not reported; 2026Q1: 1,490 shares 1,490 $245K 0.02% new Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $239K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,116 shares; 2025Q3: 1,749 shares; 2025Q4: not reported; 2026Q1: 1,580 shares 1,580 $239K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 433 shares 433 $237K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,836 shares 2,836 $237K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 3,301 shares; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996 $236K 0.02% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 9,502 shares; 2025Q1: 6,896 shares; 2025Q2: 6,358 shares; 2025Q3: 4,080 shares; 2025Q4: 3,890 shares; 2026Q1: 3,177 shares 3,177 $233K 0.02% -713 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,443 shares 1,443 $230K 0.02% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,722 shares; 2024Q4: 64,329 shares; 2025Q1: 8,684 shares; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: not reported; 2026Q1: 3,740 shares 3,740 $223K 0.02% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,522 shares; 2025Q1: 2,037 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,170 shares; 2026Q1: 2,027 shares 2,027 $223K 0.02% -143 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,734 shares; 2025Q4: 1,746 shares; 2026Q1: 1,655 shares 1,655 $221K 0.02% -91 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares 717 $220K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares 1,494 $220K 0.02% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,903 shares 3,903 $219K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 4,911 shares; 2025Q1: 4,503 shares; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: 3,084 shares; 2026Q1: 3,101 shares 3,101 $215K 0.01% +17 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares 439 $214K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 603 shares 603 $211K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 2,613 shares; 2025Q4: 2,577 shares; 2026Q1: 2,733 shares 2,733 $211K 0.01% +156 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,914 shares 4,914 $207K 0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $206K 0.01% new Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $203K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares 137 $201K 0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,551 shares; 2024Q4: 24,551 shares; 2025Q1: 24,551 shares; 2025Q2: 24,551 shares; 2025Q3: 24,551 shares; 2025Q4: 24,551 shares; 2026Q1: 24,551 shares 24,551 $50.1K <0.01% 0 Timeline BMEA BIOMEA FUSION INC More: the full row for BIOMEA FUSION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 15,818 shares 15,818 $35K <0.01% +4,350 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $10.7K <0.01% 0 Timeline