JCPB 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: 1,283,478 shares; 2024Q4: 1,414,819 shares; 2025Q1: 1,427,917 shares; 2025Q2: 1,543,846 shares; 2025Q3: 1,630,316 shares; 2025Q4: 1,707,036 shares; 2026Q1: 1,801,494 shares 1,801,494 $84.8M 6.7% +94,458 Timeline SPDW 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: 512,921 shares; 2024Q4: 600,199 shares; 2025Q1: 969,997 shares; 2025Q2: 1,008,209 shares; 2025Q3: 1,065,837 shares; 2025Q4: 1,185,872 shares; 2026Q1: 1,163,422 shares 1,163,422 $53.1M 4.19% -22,450 Timeline AVDE 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: 521,217 shares; 2024Q4: 563,921 shares; 2025Q1: 523,959 shares; 2025Q2: 579,123 shares; 2025Q3: 616,143 shares; 2025Q4: 632,792 shares; 2026Q1: 617,185 shares 617,185 $52.4M 4.14% -15,607 Timeline SPYV 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: 710,051 shares; 2024Q4: 754,750 shares; 2025Q1: 767,965 shares; 2025Q2: 830,617 shares; 2025Q3: 879,811 shares; 2025Q4: 884,473 shares; 2026Q1: 879,172 shares 879,172 $49.7M 3.93% -5,301 Timeline SPYG 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: 445,915 shares; 2024Q4: 466,294 shares; 2025Q1: 449,814 shares; 2025Q2: 494,335 shares; 2025Q3: 494,929 shares; 2025Q4: 489,110 shares; 2026Q1: 487,125 shares 487,125 $47.7M 3.77% -1,985 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: 121,511 shares; 2024Q4: 122,781 shares; 2025Q1: 127,411 shares; 2025Q2: 124,366 shares; 2025Q3: 126,347 shares; 2025Q4: 125,672 shares; 2026Q1: 128,493 shares 128,493 $41.2M 3.26% +2,821 Timeline SPIB 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: 519,406 shares; 2024Q4: 538,169 shares; 2025Q1: 551,744 shares; 2025Q2: 1,151,515 shares; 2025Q3: 1,301,797 shares; 2025Q4: 1,387,356 shares; 2026Q1: 1,178,557 shares 1,178,557 $39.5M 3.12% -208,799 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663,530 shares; 2024Q4: 732,740 shares; 2025Q1: 749,839 shares; 2025Q2: 806,524 shares; 2025Q3: 846,287 shares; 2025Q4: 879,758 shares; 2026Q1: 712,479 shares 712,479 $32.2M 2.54% -167,279 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: 449,584 shares; 2024Q4: 491,578 shares; 2025Q1: 496,296 shares; 2025Q2: 532,289 shares; 2025Q3: 559,156 shares; 2025Q4: 588,785 shares; 2026Q1: 597,421 shares 597,421 $31M 2.45% +8,636 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: 468,615 shares; 2024Q4: 485,319 shares; 2025Q1: 551,890 shares; 2025Q2: 569,181 shares; 2025Q3: 576,590 shares; 2025Q4: 591,164 shares; 2026Q1: 585,941 shares 585,941 $27.5M 2.17% -5,223 Timeline VCRB 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: 133,140 shares; 2024Q4: 186,446 shares; 2025Q1: 213,922 shares; 2025Q2: 177,842 shares; 2025Q3: 259,276 shares; 2025Q4: 279,275 shares; 2026Q1: 320,687 shares 320,687 $24.8M 1.96% +41,412 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: 200,299 shares; 2024Q4: 213,782 shares; 2025Q1: 239,914 shares; 2025Q2: 249,757 shares; 2025Q3: 256,290 shares; 2025Q4: 261,668 shares; 2026Q1: 254,769 shares 254,769 $20.5M 1.62% -6,899 Timeline JSCP 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: 5,973 shares; 2024Q4: 6,019 shares; 2025Q1: 4,606 shares; 2025Q2: 5,528 shares; 2025Q3: 5,796 shares; 2025Q4: 5,919 shares; 2026Q1: 386,739 shares 386,739 $18.3M 1.44% +380,820 Timeline JMUB 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: 270,815 shares; 2024Q4: 242,072 shares; 2025Q1: 228,271 shares; 2025Q2: 284,980 shares; 2025Q3: 340,629 shares; 2025Q4: 352,699 shares; 2026Q1: 351,481 shares 351,481 $17.6M 1.39% -1,218 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853,614 shares; 2024Q4: 905,584 shares; 2025Q1: 508,973 shares; 2025Q2: 529,967 shares; 2025Q3: 516,651 shares; 2025Q4: 447,451 shares; 2026Q1: 431,835 shares 431,835 $17.3M 1.37% -15,616 Timeline JBND 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: 186,257 shares; 2024Q4: 264,989 shares; 2025Q1: 306,491 shares; 2025Q2: 254,980 shares; 2025Q3: 275,735 shares; 2025Q4: 281,089 shares; 2026Q1: 292,799 shares 292,799 $15.7M 1.24% +11,710 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: 67,513 shares; 2024Q4: 71,149 shares; 2025Q1: 69,421 shares; 2025Q2: 72,328 shares; 2025Q3: 77,048 shares; 2025Q4: 79,874 shares; 2026Q1: 80,116 shares 80,116 $15.7M 1.24% +242 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: 172,472 shares; 2024Q4: 186,421 shares; 2025Q1: 192,197 shares; 2025Q2: 202,160 shares; 2025Q3: 204,757 shares; 2025Q4: 206,333 shares; 2026Q1: 204,884 shares 204,884 $13.1M 1.04% -1,449 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: 59,860 shares; 2024Q4: 64,021 shares; 2025Q1: 48,080 shares; 2025Q2: 47,417 shares; 2025Q3: 50,055 shares; 2025Q4: 50,401 shares; 2026Q1: 51,194 shares 51,194 $13M 1.03% +793 Timeline VCRM 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: 93,408 shares; 2025Q3: 161,512 shares; 2025Q4: 172,709 shares; 2026Q1: 172,279 shares 172,279 $12.9M 1.02% -430 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,889 shares; 2024Q4: 217,889 shares; 2025Q1: 180,622 shares; 2025Q2: 194,780 shares; 2025Q3: 153,457 shares; 2025Q4: 144,875 shares; 2026Q1: 145,669 shares 145,669 $12.8M 1.01% +794 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: 107,753 shares; 2024Q4: 108,559 shares; 2025Q1: 97,504 shares; 2025Q2: 99,761 shares; 2025Q3: 73,389 shares; 2025Q4: 67,462 shares; 2026Q1: 66,609 shares 66,609 $12.8M 1.01% -853 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: 93,370 shares; 2024Q4: 96,094 shares; 2025Q1: 147,061 shares; 2025Q2: 170,013 shares; 2025Q3: 175,244 shares; 2025Q4: 167,793 shares; 2026Q1: 165,461 shares 165,461 $12M 0.94% -2,332 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: 26,506 shares; 2024Q4: 30,744 shares; 2025Q1: 29,274 shares; 2025Q2: 28,682 shares; 2025Q3: 28,593 shares; 2025Q4: 30,710 shares; 2026Q1: 31,703 shares 31,703 $11.7M 0.93% +993 Timeline BSV 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: 110,785 shares; 2024Q4: 119,705 shares; 2025Q1: 126,483 shares; 2025Q2: 131,493 shares; 2025Q3: 128,525 shares; 2025Q4: 138,847 shares; 2026Q1: 145,551 shares 145,551 $11.4M 0.9% +6,704 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: 71,080 shares; 2024Q4: 75,420 shares; 2025Q1: 68,266 shares; 2025Q2: 68,460 shares; 2025Q3: 65,977 shares; 2025Q4: 62,089 shares; 2026Q1: 62,466 shares 62,466 $10.9M 0.86% +377 Timeline JPIB 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: 279,070 shares; 2024Q4: 305,380 shares; 2025Q1: 190,032 shares; 2025Q2: 199,320 shares; 2025Q3: 206,210 shares; 2025Q4: 215,157 shares; 2026Q1: 220,081 shares 220,081 $10.5M 0.83% +4,924 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: 16,120 shares; 2024Q4: 16,072 shares; 2025Q1: 16,117 shares; 2025Q2: 16,014 shares; 2025Q3: 15,952 shares; 2025Q4: 15,922 shares; 2026Q1: 15,922 shares 15,922 $10.4M 0.82% 0 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: 158,608 shares; 2024Q4: 154,072 shares; 2025Q1: 158,237 shares; 2025Q2: 162,489 shares; 2025Q3: 170,619 shares; 2025Q4: 169,858 shares; 2026Q1: 169,421 shares 169,421 $10M 0.79% -437 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: 44,347 shares; 2024Q4: 45,813 shares; 2025Q1: 42,558 shares; 2025Q2: 43,240 shares; 2025Q3: 42,361 shares; 2025Q4: 33,665 shares; 2026Q1: 33,287 shares 33,287 $9.57M 0.76% -378 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: 105,897 shares; 2024Q4: 103,433 shares; 2025Q1: 130,798 shares; 2025Q2: 145,124 shares; 2025Q3: 144,865 shares; 2025Q4: 136,525 shares; 2026Q1: 133,362 shares 133,362 $9.49M 0.75% -3,163 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,073 shares; 2024Q4: 320,487 shares; 2025Q1: 318,919 shares; 2025Q2: 317,556 shares; 2025Q3: 374,191 shares; 2025Q4: 407,545 shares; 2026Q1: 423,907 shares 423,907 $9.41M 0.74% +16,362 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: 233,219 shares; 2024Q4: 212,953 shares; 2025Q1: 223,840 shares; 2025Q2: 226,513 shares; 2025Q3: 224,706 shares; 2025Q4: 212,115 shares; 2026Q1: 212,330 shares 212,330 $8.25M 0.65% +215 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: 16,024 shares; 2024Q4: 16,460 shares; 2025Q1: 13,446 shares; 2025Q2: 14,980 shares; 2025Q3: 17,898 shares; 2025Q4: 19,104 shares; 2026Q1: 18,844 shares 18,844 $8.23M 0.65% -260 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: 41,566 shares; 2024Q4: 40,534 shares; 2025Q1: 36,629 shares; 2025Q2: 38,370 shares; 2025Q3: 37,377 shares; 2025Q4: 37,838 shares; 2026Q1: 38,349 shares 38,349 $7.99M 0.63% +511 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: 8,996 shares; 2025Q3: 82,196 shares; 2025Q4: 97,602 shares; 2026Q1: 104,157 shares 104,157 $7.95M 0.63% +6,555 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: 22,825 shares; 2024Q4: 22,638 shares; 2025Q1: 49,386 shares; 2025Q2: 75,434 shares; 2025Q3: 81,298 shares; 2025Q4: 85,491 shares; 2026Q1: 95,653 shares 95,653 $7.38M 0.58% +10,162 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: 33,226 shares; 2024Q4: 29,869 shares; 2025Q1: 25,343 shares; 2025Q2: 25,598 shares; 2025Q3: 24,733 shares; 2025Q4: 22,168 shares; 2026Q1: 23,642 shares 23,642 $7.32M 0.58% +1,474 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: 134,616 shares; 2024Q4: 137,339 shares; 2025Q1: 156,799 shares; 2025Q2: 153,881 shares; 2025Q3: 155,509 shares; 2025Q4: 157,452 shares; 2026Q1: 169,030 shares 169,030 $7.14M 0.56% +11,578 Timeline GARP 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: 70,167 shares; 2025Q4: 86,919 shares; 2026Q1: 111,356 shares 111,356 $7.12M 0.56% +24,437 Timeline SCMB 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: 111,551 shares; 2024Q4: 306,135 shares; 2025Q1: 234,053 shares; 2025Q2: 207,164 shares; 2025Q3: 271,661 shares; 2025Q4: 294,181 shares; 2026Q1: 272,356 shares 272,356 $6.94M 0.55% -21,825 Timeline ISTB 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: 153,376 shares; 2024Q4: 180,896 shares; 2025Q1: 198,702 shares; 2025Q2: 165,636 shares; 2025Q3: 179,421 shares; 2025Q4: 182,600 shares; 2026Q1: 142,037 shares 142,037 $6.88M 0.54% -40,563 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: 60,479 shares; 2024Q4: 53,141 shares; 2025Q1: 48,039 shares; 2025Q2: 48,332 shares; 2025Q3: 50,302 shares; 2025Q4: 49,612 shares; 2026Q1: 52,567 shares 52,567 $6.53M 0.52% +2,955 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: 9,620 shares; 2024Q4: 10,410 shares; 2025Q1: 9,253 shares; 2025Q2: 9,615 shares; 2025Q3: 9,781 shares; 2025Q4: 10,686 shares; 2026Q1: 10,720 shares 10,720 $6.13M 0.48% +34 Timeline VCIT 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: 43,301 shares; 2024Q4: 54,788 shares; 2025Q1: 59,821 shares; 2025Q2: 55,306 shares; 2025Q3: 63,947 shares; 2025Q4: 67,957 shares; 2026Q1: 73,789 shares 73,789 $6.11M 0.48% +5,832 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: 91,666 shares; 2024Q4: 99,427 shares; 2025Q1: 105,046 shares; 2025Q2: 106,042 shares; 2025Q3: 106,202 shares; 2025Q4: 109,601 shares; 2026Q1: 111,787 shares 111,787 $6.04M 0.48% +2,186 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: 162,375 shares; 2024Q4: 168,831 shares; 2025Q1: 191,441 shares; 2025Q2: 196,488 shares; 2025Q3: 193,905 shares; 2025Q4: 181,030 shares; 2026Q1: 176,639 shares 176,639 $6M 0.47% -4,391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,635 shares; 2025Q4: 137,154 shares; 2026Q1: 140,607 shares 140,607 $5.98M 0.47% +3,453 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: 78,361 shares; 2024Q4: 86,189 shares; 2025Q1: 89,041 shares; 2025Q2: 95,363 shares; 2025Q3: 114,998 shares; 2025Q4: 130,148 shares; 2026Q1: 124,283 shares 124,283 $5.97M 0.47% -5,865 Timeline SPYD 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: 96,873 shares; 2024Q4: 93,418 shares; 2025Q1: 95,936 shares; 2025Q2: 100,602 shares; 2025Q3: 108,232 shares; 2025Q4: 116,294 shares; 2026Q1: 125,727 shares 125,727 $5.72M 0.45% +9,433 Timeline VEU 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: 71,632 shares; 2024Q4: 68,135 shares; 2025Q1: 74,748 shares; 2025Q2: 74,331 shares; 2025Q3: 76,123 shares; 2025Q4: 76,143 shares; 2026Q1: 74,757 shares 74,757 $5.61M 0.44% -1,386 Timeline VSDB 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: not reported; 2025Q4: not reported; 2026Q1: 71,014 shares 71,014 $5.41M 0.43% new Timeline SPTM 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: 59,377 shares; 2024Q4: 58,754 shares; 2025Q1: 60,313 shares; 2025Q2: 59,797 shares; 2025Q3: 61,559 shares; 2025Q4: 59,988 shares; 2026Q1: 66,986 shares 66,986 $5.3M 0.42% +6,998 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: 28,061 shares; 2024Q4: 30,744 shares; 2025Q1: 28,905 shares; 2025Q2: 25,902 shares; 2025Q3: 27,619 shares; 2025Q4: 26,949 shares; 2026Q1: 24,773 shares 24,773 $5.13M 0.4% -2,176 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: 175,544 shares; 2024Q4: 191,989 shares; 2025Q1: 195,777 shares; 2025Q2: 187,109 shares; 2025Q3: 199,086 shares; 2025Q4: 209,361 shares; 2026Q1: 203,898 shares 203,898 $5.06M 0.4% -5,463 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: 109,162 shares; 2024Q4: 206,933 shares; 2025Q1: 202,624 shares; 2025Q2: 199,586 shares; 2025Q3: 198,270 shares; 2025Q4: 212,343 shares; 2026Q1: 201,823 shares 201,823 $5M 0.39% -10,520 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: 25,048 shares; 2024Q4: 27,217 shares; 2025Q1: 22,716 shares; 2025Q2: 22,764 shares; 2025Q3: 22,757 shares; 2025Q4: 20,831 shares; 2026Q1: 20,156 shares 20,156 $4.93M 0.39% -675 Timeline VBR 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: 25,210 shares; 2024Q4: 25,086 shares; 2025Q1: 23,586 shares; 2025Q2: 24,184 shares; 2025Q3: 21,101 shares; 2025Q4: 21,786 shares; 2026Q1: 21,871 shares 21,871 $4.75M 0.38% +85 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: 64,590 shares; 2024Q4: 67,279 shares; 2025Q1: 86,840 shares; 2025Q2: 76,339 shares; 2025Q3: 44,927 shares; 2025Q4: 43,550 shares; 2026Q1: 42,728 shares 42,728 $4.54M 0.36% -822 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: 84,947 shares; 2024Q4: 108,705 shares; 2025Q1: 94,769 shares; 2025Q2: 85,928 shares; 2025Q3: 103,024 shares; 2025Q4: 112,047 shares; 2026Q1: 110,686 shares 110,686 $4.31M 0.34% -1,361 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,198 shares; 2024Q4: 22,646 shares; 2025Q1: 27,000 shares; 2025Q2: 27,992 shares; 2025Q3: 28,350 shares; 2025Q4: 26,709 shares; 2026Q1: 26,972 shares 26,972 $4.31M 0.34% +263 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: 4,664 shares; 2024Q4: 3,908 shares; 2025Q1: 3,793 shares; 2025Q2: 3,776 shares; 2025Q3: 3,706 shares; 2025Q4: 2,819 shares; 2026Q1: 2,752 shares 2,752 $4.05M 0.32% -67 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: 8,697 shares; 2024Q4: 8,551 shares; 2025Q1: 7,833 shares; 2025Q2: 8,043 shares; 2025Q3: 8,111 shares; 2025Q4: 7,673 shares; 2026Q1: 8,001 shares 8,001 $4M 0.32% +328 Timeline SPSB 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: 121,538 shares; 2024Q4: 126,231 shares; 2025Q1: 129,682 shares; 2025Q2: 133,426 shares; 2025Q3: 130,322 shares; 2025Q4: 134,667 shares; 2026Q1: 129,064 shares 129,064 $3.88M 0.31% -5,603 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: 24,095 shares; 2024Q4: 24,443 shares; 2025Q1: 27,053 shares; 2025Q2: 26,649 shares; 2025Q3: 26,853 shares; 2025Q4: 28,458 shares; 2026Q1: 29,217 shares 29,217 $3.83M 0.3% +759 Timeline SPHY 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: 98,733 shares; 2024Q4: 108,711 shares; 2025Q1: 114,107 shares; 2025Q2: 127,083 shares; 2025Q3: 130,597 shares; 2025Q4: 138,099 shares; 2026Q1: 163,986 shares 163,986 $3.82M 0.3% +25,887 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: 18,105 shares; 2024Q4: 15,494 shares; 2025Q1: 13,101 shares; 2025Q2: 13,105 shares; 2025Q3: 12,672 shares; 2025Q4: 12,434 shares; 2026Q1: 12,795 shares 12,795 $3.76M 0.3% +361 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,296 shares; 2025Q1: 4,824 shares; 2025Q2: 4,822 shares; 2025Q3: 4,799 shares; 2025Q4: 4,167 shares; 2026Q1: 4,260 shares 4,260 $3.69M 0.29% +93 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: 31,715 shares; 2024Q4: 30,956 shares; 2025Q1: 26,171 shares; 2025Q2: 26,544 shares; 2025Q3: 26,895 shares; 2025Q4: 25,792 shares; 2026Q1: 25,450 shares 25,450 $3.55M 0.28% -342 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,542 shares; 2024Q4: 75,067 shares; 2025Q1: 69,968 shares; 2025Q2: 70,552 shares; 2025Q3: 70,992 shares; 2025Q4: 67,418 shares; 2026Q1: 65,434 shares 65,434 $3.54M 0.28% -1,984 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: 25,205 shares; 2024Q4: 25,227 shares; 2025Q1: 24,443 shares; 2025Q2: 24,653 shares; 2025Q3: 24,874 shares; 2025Q4: 24,345 shares; 2026Q1: 23,963 shares 23,963 $3.46M 0.27% -382 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: 39,332 shares; 2024Q4: 39,367 shares; 2025Q1: 38,356 shares; 2025Q2: 38,029 shares; 2025Q3: 38,193 shares; 2025Q4: 38,790 shares; 2026Q1: 37,178 shares 37,178 $3.45M 0.27% -1,612 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: 11,416 shares; 2024Q4: 10,685 shares; 2025Q1: 10,712 shares; 2025Q2: 10,677 shares; 2025Q3: 10,753 shares; 2025Q4: 11,069 shares; 2026Q1: 11,059 shares 11,059 $3.44M 0.27% -10 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: 26,867 shares; 2024Q4: 26,969 shares; 2025Q1: 29,704 shares; 2025Q2: 30,296 shares; 2025Q3: 30,656 shares; 2025Q4: 28,306 shares; 2026Q1: 28,343 shares 28,343 $3.41M 0.27% +37 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: 61,426 shares; 2024Q4: 53,346 shares; 2025Q1: 45,013 shares; 2025Q2: 45,783 shares; 2025Q3: 45,693 shares; 2025Q4: 43,165 shares; 2026Q1: 43,227 shares 43,227 $3.35M 0.26% +62 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,925 shares; 2024Q4: 16,236 shares; 2025Q1: 17,058 shares; 2025Q2: 14,847 shares; 2025Q3: 15,227 shares; 2025Q4: 18,823 shares; 2026Q1: 19,086 shares 19,086 $3.29M 0.26% +263 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: 7,307 shares; 2024Q4: 6,415 shares; 2025Q1: 6,588 shares; 2025Q2: 5,594 shares; 2025Q3: 5,427 shares; 2025Q4: 4,966 shares; 2026Q1: 4,615 shares 4,615 $3.27M 0.26% -351 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: 12,075 shares; 2024Q4: 14,257 shares; 2025Q1: 14,806 shares; 2025Q2: 16,062 shares; 2025Q3: 17,347 shares; 2025Q4: 21,374 shares; 2026Q1: 21,918 shares 21,918 $3.25M 0.26% +544 Timeline SUSB 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: 91,821 shares; 2024Q4: 99,046 shares; 2025Q1: 98,805 shares; 2025Q2: 100,727 shares; 2025Q3: 114,756 shares; 2025Q4: 120,970 shares; 2026Q1: 127,951 shares 127,951 $3.21M 0.25% +6,981 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: 9,179 shares; 2024Q4: 8,081 shares; 2025Q1: 10,359 shares; 2025Q2: 10,577 shares; 2025Q3: 10,683 shares; 2025Q4: 9,809 shares; 2026Q1: 9,547 shares 9,547 $3.14M 0.25% -262 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,548 shares; 2025Q1: 26,002 shares; 2025Q2: 30,047 shares; 2025Q3: 29,225 shares; 2025Q4: 25,372 shares; 2026Q1: 25,335 shares 25,335 $3.11M 0.25% -37 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: not reported; 2025Q3: not reported; 2025Q4: 20,844 shares; 2026Q1: 22,650 shares 22,650 $3.08M 0.24% +1,806 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: 3,159 shares; 2024Q4: 4,199 shares; 2025Q1: 3,349 shares; 2025Q2: 3,510 shares; 2025Q3: 3,353 shares; 2025Q4: 3,093 shares; 2026Q1: 3,309 shares 3,309 $3.04M 0.24% +216 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: 22,255 shares; 2024Q4: 22,059 shares; 2025Q1: 23,039 shares; 2025Q2: 22,999 shares; 2025Q3: 22,314 shares; 2025Q4: 19,733 shares; 2026Q1: 19,543 shares 19,543 $3.03M 0.24% -190 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: 30,735 shares; 2024Q4: 30,107 shares; 2025Q1: 29,221 shares; 2025Q2: 29,463 shares; 2025Q3: 30,356 shares; 2025Q4: 31,304 shares; 2026Q1: 30,488 shares 30,488 $3.03M 0.24% -816 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: 111,115 shares; 2024Q4: 104,837 shares; 2025Q1: 113,240 shares; 2025Q2: 113,900 shares; 2025Q3: 114,414 shares; 2025Q4: 114,909 shares; 2026Q1: 117,685 shares 117,685 $3.02M 0.24% +2,776 Timeline LDRC 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: 7,896 shares; 2025Q4: 33,986 shares; 2026Q1: 116,422 shares 116,422 $2.94M 0.23% +82,436 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: 3,442 shares; 2025Q1: 3,444 shares; 2025Q2: 3,484 shares; 2025Q3: 3,463 shares; 2025Q4: 3,018 shares; 2026Q1: 3,030 shares 3,030 $2.91M 0.23% +12 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,206 shares; 2024Q4: 55,994 shares; 2025Q1: 60,389 shares; 2025Q2: 60,561 shares; 2025Q3: 60,561 shares; 2025Q4: 60,561 shares; 2026Q1: 60,269 shares 60,269 $2.88M 0.23% -292 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: 231 shares; 2024Q4: not reported; 2025Q1: 2,254 shares; 2025Q2: 2,979 shares; 2025Q3: 3,348 shares; 2025Q4: 3,142 shares; 2026Q1: 2,862 shares 2,862 $2.85M 0.23% -280 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: 68,323 shares; 2024Q4: 79,626 shares; 2025Q1: 78,975 shares; 2025Q2: 79,174 shares; 2025Q3: 79,462 shares; 2025Q4: 85,289 shares; 2026Q1: 83,886 shares 83,886 $2.84M 0.22% -1,403 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: 24,439 shares; 2024Q4: 25,797 shares; 2025Q1: 23,423 shares; 2025Q2: 18,700 shares; 2025Q3: 22,202 shares; 2025Q4: 23,569 shares; 2026Q1: 25,152 shares 25,152 $2.82M 0.22% +1,583 Timeline SUSA 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: 22,099 shares; 2024Q4: 21,220 shares; 2025Q1: 21,220 shares; 2025Q2: 21,220 shares; 2025Q3: 21,215 shares; 2025Q4: 21,142 shares; 2026Q1: 21,128 shares 21,128 $2.79M 0.22% -14 Timeline BBAG 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: 169,458 shares; 2024Q4: 150,829 shares; 2025Q1: 133,633 shares; 2025Q2: 122,312 shares; 2025Q3: 67,105 shares; 2025Q4: 65,245 shares; 2026Q1: 60,415 shares 60,415 $2.79M 0.22% -4,830 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 10,502 shares; 2025Q1: 11,435 shares; 2025Q2: 12,604 shares; 2025Q3: 12,911 shares; 2025Q4: 14,329 shares; 2026Q1: 14,925 shares 14,925 $2.79M 0.22% +596 Timeline BALT 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: 19,113 shares; 2025Q2: 21,648 shares; 2025Q3: 29,799 shares; 2025Q4: 44,343 shares; 2026Q1: 79,832 shares 79,832 $2.67M 0.21% +35,489 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: 6,471 shares; 2024Q4: 6,467 shares; 2025Q1: 6,580 shares; 2025Q2: 6,529 shares; 2025Q3: 6,427 shares; 2025Q4: 6,285 shares; 2026Q1: 6,242 shares 6,242 $2.66M 0.21% -43 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: 1,811 shares; 2024Q4: 4,224 shares; 2025Q1: 4,040 shares; 2025Q2: 4,021 shares; 2025Q3: 4,025 shares; 2025Q4: 4,019 shares; 2026Q1: 4,020 shares 4,020 $2.63M 0.21% +1 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: 32,586 shares; 2024Q4: 37,187 shares; 2025Q1: 28,716 shares; 2025Q2: 29,417 shares; 2025Q3: 30,251 shares; 2025Q4: 29,426 shares; 2026Q1: 30,261 shares 30,261 $2.62M 0.21% +835 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: 3,521 shares; 2024Q4: 5,607 shares; 2025Q1: 5,228 shares; 2025Q2: 13,982 shares; 2025Q3: 19,703 shares; 2025Q4: 23,272 shares; 2026Q1: 25,312 shares 25,312 $2.62M 0.21% +2,040 Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 35,072 shares; 2025Q3: 40,720 shares; 2025Q4: 51,141 shares; 2026Q1: 54,331 shares 54,331 $2.62M 0.21% +3,190 Timeline VTEB 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: 161,995 shares; 2024Q4: 203,050 shares; 2025Q1: 197,225 shares; 2025Q2: 140,416 shares; 2025Q3: 61,055 shares; 2025Q4: 54,271 shares; 2026Q1: 52,151 shares 52,151 $2.6M 0.21% -2,120 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: 28,875 shares; 2024Q4: 18,946 shares; 2025Q1: 16,769 shares; 2025Q2: 15,747 shares; 2025Q3: 15,099 shares; 2025Q4: 14,159 shares; 2026Q1: 13,396 shares 13,396 $2.58M 0.2% -763 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,374 shares; 2024Q4: 14,335 shares; 2025Q1: 13,780 shares; 2025Q2: 14,002 shares; 2025Q3: 13,733 shares; 2025Q4: 13,767 shares; 2026Q1: 14,096 shares 14,096 $2.57M 0.2% +329 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 11,793 shares; 2025Q1: 11,231 shares; 2025Q2: 11,347 shares; 2025Q3: 11,534 shares; 2025Q4: 11,379 shares; 2026Q1: 11,128 shares 11,128 $2.56M 0.2% -251 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: 15,088 shares; 2024Q4: 17,933 shares; 2025Q1: 17,857 shares; 2025Q2: 17,750 shares; 2025Q3: 19,240 shares; 2025Q4: 18,277 shares; 2026Q1: 17,962 shares 17,962 $2.54M 0.2% -315 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: 170,048 shares; 2024Q4: 173,476 shares; 2025Q1: 138,457 shares; 2025Q2: 95,032 shares; 2025Q3: 57,251 shares; 2025Q4: 56,550 shares; 2026Q1: 55,953 shares 55,953 $2.52M 0.2% -597 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: 36,779 shares; 2024Q4: 34,264 shares; 2025Q1: 29,868 shares; 2025Q2: 30,088 shares; 2025Q3: 29,628 shares; 2025Q4: 21,339 shares; 2026Q1: 21,233 shares 21,233 $2.52M 0.2% -106 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: 8,092 shares; 2024Q4: 9,315 shares; 2025Q1: 8,403 shares; 2025Q2: 8,798 shares; 2025Q3: 8,928 shares; 2025Q4: 7,707 shares; 2026Q1: 7,043 shares 7,043 $2.51M 0.2% -664 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: 16,284 shares; 2024Q4: 13,623 shares; 2025Q1: 12,681 shares; 2025Q2: 11,619 shares; 2025Q3: 11,505 shares; 2025Q4: 11,606 shares; 2026Q1: 11,563 shares 11,563 $2.49M 0.2% -43 Timeline VMBS 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: 48,259 shares; 2024Q4: 52,933 shares; 2025Q1: 53,827 shares; 2025Q2: 50,543 shares; 2025Q3: 48,639 shares; 2025Q4: 49,019 shares; 2026Q1: 52,187 shares 52,187 $2.45M 0.19% +3,168 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: 29,564 shares; 2024Q4: 30,561 shares; 2025Q1: 31,459 shares; 2025Q2: 43,855 shares; 2025Q3: 31,987 shares; 2025Q4: 32,657 shares; 2026Q1: 32,876 shares 32,876 $2.42M 0.19% +219 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: 38,250 shares; 2024Q4: 37,099 shares; 2025Q1: 37,880 shares; 2025Q2: 39,663 shares; 2025Q3: 42,346 shares; 2025Q4: 45,847 shares; 2026Q1: 48,119 shares 48,119 $2.4M 0.19% +2,272 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 73,513 shares; 2025Q3: 92,182 shares; 2025Q4: 91,764 shares; 2026Q1: 88,212 shares 88,212 $2.4M 0.19% -3,552 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: 10,642 shares; 2024Q4: 10,820 shares; 2025Q1: 10,753 shares; 2025Q2: 11,047 shares; 2025Q3: 11,025 shares; 2025Q4: 10,936 shares; 2026Q1: 10,892 shares 10,892 $2.33M 0.18% -44 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,927 shares; 2024Q4: 13,106 shares; 2025Q1: 16,409 shares; 2025Q2: 17,687 shares; 2025Q3: 17,583 shares; 2025Q4: 19,494 shares; 2026Q1: 20,240 shares 20,240 $2.33M 0.18% +746 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: 9,131 shares; 2024Q4: 8,995 shares; 2025Q1: 8,827 shares; 2025Q2: 9,409 shares; 2025Q3: 9,419 shares; 2025Q4: 9,383 shares; 2026Q1: 8,851 shares 8,851 $2.32M 0.18% -532 Timeline VCSH 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: 16,472 shares; 2024Q4: 20,387 shares; 2025Q1: 23,384 shares; 2025Q2: 22,676 shares; 2025Q3: 23,796 shares; 2025Q4: 24,865 shares; 2026Q1: 28,948 shares 28,948 $2.29M 0.18% +4,083 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 10,895 shares; 2025Q1: 9,470 shares; 2025Q2: 11,058 shares; 2025Q3: 11,277 shares; 2025Q4: 10,483 shares; 2026Q1: 10,845 shares 10,845 $2.28M 0.18% +362 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,016 shares; 2024Q4: 62,703 shares; 2025Q1: 53,616 shares; 2025Q2: 54,433 shares; 2025Q3: 54,806 shares; 2025Q4: 55,118 shares; 2026Q1: 54,346 shares 54,346 $2.23M 0.18% -772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,981 shares; 2026Q1: 23,176 shares 23,176 $2.23M 0.18% +9,195 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 11,406 shares; 2025Q1: 10,609 shares; 2025Q2: 10,731 shares; 2025Q3: 10,854 shares; 2025Q4: 11,513 shares; 2026Q1: 12,476 shares 12,476 $2.19M 0.17% +963 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,992 shares; 2024Q4: 39,626 shares; 2025Q1: 40,696 shares; 2025Q2: 42,551 shares; 2025Q3: 48,258 shares; 2025Q4: 46,759 shares; 2026Q1: 46,528 shares 46,528 $2.12M 0.17% -231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,790 shares; 2026Q1: 41,700 shares 41,700 $2.09M 0.17% +3,910 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: 21,260 shares; 2024Q4: 21,033 shares; 2025Q1: 20,013 shares; 2025Q2: 20,569 shares; 2025Q3: 20,776 shares; 2025Q4: 22,045 shares; 2026Q1: 22,706 shares 22,706 $2.07M 0.16% +661 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,604 shares; 2025Q1: 5,902 shares; 2025Q2: 5,864 shares; 2025Q3: 5,861 shares; 2025Q4: 5,847 shares; 2026Q1: 5,279 shares 5,279 $2.06M 0.16% -568 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 12,241 shares; 2025Q2: 12,624 shares; 2025Q3: 12,997 shares; 2025Q4: 10,526 shares; 2026Q1: 10,321 shares 10,321 $1.97M 0.16% -205 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: 17,520 shares; 2024Q4: 18,889 shares; 2025Q1: 20,279 shares; 2025Q2: 31,545 shares; 2025Q3: 30,636 shares; 2025Q4: 32,371 shares; 2026Q1: 38,060 shares 38,060 $1.93M 0.15% +5,689 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 15,418 shares; 2025Q1: 15,864 shares; 2025Q2: 16,372 shares; 2025Q3: 16,480 shares; 2025Q4: 14,936 shares; 2026Q1: 14,993 shares 14,993 $1.91M 0.15% +57 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,767 shares; 2025Q1: 4,186 shares; 2025Q2: 4,378 shares; 2025Q3: 4,354 shares; 2025Q4: 4,841 shares; 2026Q1: 4,801 shares 4,801 $1.9M 0.15% -40 Timeline VNQ 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: 17,358 shares; 2024Q4: 17,959 shares; 2025Q1: 17,941 shares; 2025Q2: 20,901 shares; 2025Q3: 19,073 shares; 2025Q4: 20,375 shares; 2026Q1: 21,418 shares 21,418 $1.9M 0.15% +1,043 Timeline SCHV 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: 12,999 shares; 2024Q4: 39,266 shares; 2025Q1: 40,612 shares; 2025Q2: 42,044 shares; 2025Q3: 58,302 shares; 2025Q4: 60,538 shares; 2026Q1: 62,018 shares 62,018 $1.89M 0.15% +1,480 Timeline AVUS 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: 10,866 shares; 2024Q4: 11,715 shares; 2025Q1: 12,530 shares; 2025Q2: 13,056 shares; 2025Q3: 17,196 shares; 2025Q4: 16,919 shares; 2026Q1: 17,009 shares 17,009 $1.89M 0.15% +90 Timeline IDEV 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: 16,113 shares; 2024Q4: 16,621 shares; 2025Q1: 16,733 shares; 2025Q2: 16,543 shares; 2025Q3: 21,868 shares; 2025Q4: 22,407 shares; 2026Q1: 22,497 shares 22,497 $1.88M 0.15% +90 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 10,280 shares; 2025Q1: 12,084 shares; 2025Q2: 16,844 shares; 2025Q3: 19,238 shares; 2025Q4: 20,848 shares; 2026Q1: 36,278 shares 36,278 $1.83M 0.14% +15,430 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,831 shares; 2025Q1: 25,070 shares; 2025Q2: 27,509 shares; 2025Q3: 28,591 shares; 2025Q4: 28,591 shares; 2026Q1: 29,512 shares 29,512 $1.81M 0.14% +921 Timeline VYMI 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: 14,396 shares; 2024Q4: 14,210 shares; 2025Q1: 14,277 shares; 2025Q2: 15,921 shares; 2025Q3: 18,599 shares; 2025Q4: 19,664 shares; 2026Q1: 19,056 shares 19,056 $1.8M 0.14% -608 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 7,528 shares; 2025Q1: 6,717 shares; 2025Q2: 6,844 shares; 2025Q3: 6,958 shares; 2025Q4: 5,818 shares; 2026Q1: 5,917 shares 5,917 $1.78M 0.14% +99 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: 21,844 shares; 2024Q4: 20,729 shares; 2025Q1: 20,322 shares; 2025Q2: 20,254 shares; 2025Q3: 23,655 shares; 2025Q4: 23,897 shares; 2026Q1: 23,069 shares 23,069 $1.77M 0.14% -828 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 18,766 shares; 2026Q1: 21,813 shares 21,813 $1.75M 0.14% +3,047 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 16,999 shares; 2025Q1: 17,279 shares; 2025Q2: 17,837 shares; 2025Q3: 19,998 shares; 2025Q4: 19,195 shares; 2026Q1: 19,195 shares 19,195 $1.75M 0.14% 0 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: 15,081 shares; 2024Q4: 12,738 shares; 2025Q1: 12,658 shares; 2025Q2: 11,779 shares; 2025Q3: 11,944 shares; 2025Q4: 11,010 shares; 2026Q1: 10,315 shares 10,315 $1.74M 0.14% -695 Timeline AOA 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: 17,485 shares; 2024Q4: 18,066 shares; 2025Q1: 19,267 shares; 2025Q2: 19,267 shares; 2025Q3: 19,119 shares; 2025Q4: 19,190 shares; 2026Q1: 19,466 shares 19,466 $1.72M 0.14% +276 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: not reported; 2025Q3: not reported; 2025Q4: 11,780 shares; 2026Q1: 13,511 shares 13,511 $1.71M 0.13% +1,731 Timeline VXF 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: 3,317 shares; 2024Q4: 4,209 shares; 2025Q1: 5,471 shares; 2025Q2: 7,300 shares; 2025Q3: 6,047 shares; 2025Q4: 7,110 shares; 2026Q1: 8,270 shares 8,270 $1.7M 0.13% +1,160 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,655 shares; 2025Q1: 2,338 shares; 2025Q2: 2,422 shares; 2025Q3: 2,465 shares; 2025Q4: 13,022 shares; 2026Q1: 16,267 shares 16,267 $1.7M 0.13% +3,245 Timeline SCHB 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: 29,557 shares; 2024Q4: 88,594 shares; 2025Q1: 84,907 shares; 2025Q2: 68,774 shares; 2025Q3: 67,767 shares; 2025Q4: 67,196 shares; 2026Q1: 65,359 shares 65,359 $1.64M 0.13% -1,837 Timeline USHY 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: 21,023 shares; 2024Q4: 25,176 shares; 2025Q1: 33,222 shares; 2025Q2: 30,361 shares; 2025Q3: 35,707 shares; 2025Q4: 40,793 shares; 2026Q1: 43,480 shares 43,480 $1.6M 0.13% +2,687 Timeline ESGD 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: 16,931 shares; 2024Q4: 18,048 shares; 2025Q1: 15,904 shares; 2025Q2: 15,623 shares; 2025Q3: 16,713 shares; 2025Q4: 17,087 shares; 2026Q1: 16,629 shares 16,629 $1.59M 0.13% -458 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: 19,978 shares; 2024Q4: 20,553 shares; 2025Q1: 22,892 shares; 2025Q2: 22,895 shares; 2025Q3: 24,112 shares; 2025Q4: 24,457 shares; 2026Q1: 23,494 shares 23,494 $1.59M 0.13% -963 Timeline VBK 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: 4,228 shares; 2024Q4: 4,713 shares; 2025Q1: 4,651 shares; 2025Q2: 5,117 shares; 2025Q3: 4,877 shares; 2025Q4: 5,152 shares; 2026Q1: 5,072 shares 5,072 $1.53M 0.12% -80 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: not reported; 2024Q4: 10,709 shares; 2025Q1: 12,940 shares; 2025Q2: 11,902 shares; 2025Q3: 12,607 shares; 2025Q4: 14,982 shares; 2026Q1: 14,080 shares 14,080 $1.5M 0.12% -902 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: 19,968 shares; 2024Q4: 20,646 shares; 2025Q1: 20,116 shares; 2025Q2: 20,394 shares; 2025Q3: 19,286 shares; 2025Q4: 19,624 shares; 2026Q1: 19,426 shares 19,426 $1.5M 0.12% -198 Timeline DFAR 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: 67,300 shares; 2024Q4: 69,126 shares; 2025Q1: 70,785 shares; 2025Q2: 58,062 shares; 2025Q3: 58,634 shares; 2025Q4: 60,402 shares; 2026Q1: 62,296 shares 62,296 $1.47M 0.12% +1,894 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: 10,257 shares; 2024Q4: 10,708 shares; 2025Q1: 10,539 shares; 2025Q2: 10,540 shares; 2025Q3: 10,541 shares; 2025Q4: 10,633 shares; 2026Q1: 10,634 shares 10,634 $1.47M 0.12% +1 Timeline MET METLIFE INC More: the full row for METLIFE 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: 17,409 shares; 2026Q1: 20,476 shares 20,476 $1.45M 0.11% +3,067 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 2,218 shares; 2026Q1: 2,916 shares 2,916 $1.41M 0.11% +698 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 35,200 shares 35,200 $1.41M 0.11% +13,200 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC 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: 3,099 shares; 2026Q1: 3,318 shares 3,318 $1.38M 0.11% +219 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,489 shares; 2024Q4: 38,658 shares; 2025Q1: 32,596 shares; 2025Q2: 34,333 shares; 2025Q3: 36,698 shares; 2025Q4: 37,906 shares; 2026Q1: 37,665 shares 37,665 $1.36M 0.11% -241 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: 8,007 shares; 2024Q4: 14,338 shares; 2025Q1: 13,232 shares; 2025Q2: 16,167 shares; 2025Q3: 15,356 shares; 2025Q4: 14,174 shares; 2026Q1: 13,708 shares 13,708 $1.33M 0.11% -466 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: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 16,286 shares; 2025Q3: 18,180 shares; 2025Q4: 19,230 shares; 2026Q1: 26,015 shares 26,015 $1.32M 0.1% +6,785 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,228 shares; 2024Q4: 28,912 shares; 2025Q1: 30,003 shares; 2025Q2: 29,945 shares; 2025Q3: 41,650 shares; 2025Q4: 43,427 shares; 2026Q1: 44,086 shares 44,086 $1.31M 0.1% +659 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: 9,615 shares; 2024Q4: 10,111 shares; 2025Q1: 10,435 shares; 2025Q2: 9,865 shares; 2025Q3: 13,212 shares; 2025Q4: 16,853 shares; 2026Q1: 18,497 shares 18,497 $1.29M 0.1% +1,644 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: 3,882 shares; 2024Q4: 3,532 shares; 2025Q1: 3,940 shares; 2025Q2: 3,763 shares; 2025Q3: 3,517 shares; 2025Q4: 9,264 shares; 2026Q1: 4,488 shares 4,488 $1.29M 0.1% -4,776 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: 5,079 shares; 2024Q4: 5,052 shares; 2025Q1: 4,749 shares; 2025Q2: 4,747 shares; 2025Q3: 4,745 shares; 2025Q4: 4,744 shares; 2026Q1: 4,752 shares 4,752 $1.27M 0.1% +8 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,990 shares; 2024Q4: 30,291 shares; 2025Q1: 27,707 shares; 2025Q2: 29,059 shares; 2025Q3: 27,935 shares; 2025Q4: 28,376 shares; 2026Q1: 31,159 shares 31,159 $1.26M 0.1% +2,783 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS 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: 20,172 shares; 2026Q1: 27,753 shares 27,753 $1.26M 0.1% +7,581 Timeline VSGX 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: 40,757 shares; 2024Q4: 42,195 shares; 2025Q1: 40,995 shares; 2025Q2: 30,136 shares; 2025Q3: 19,274 shares; 2025Q4: 17,286 shares; 2026Q1: 17,283 shares 17,283 $1.24M 0.1% -3 Timeline SCHG 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: 7,527 shares; 2024Q4: 27,863 shares; 2025Q1: 29,015 shares; 2025Q2: 31,311 shares; 2025Q3: 40,259 shares; 2025Q4: 39,500 shares; 2026Q1: 41,573 shares 41,573 $1.21M 0.1% +2,073 Timeline IBDT 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: 134,685 shares; 2024Q4: 147,084 shares; 2025Q1: 154,071 shares; 2025Q2: 68,830 shares; 2025Q3: 57,431 shares; 2025Q4: 56,443 shares; 2026Q1: 45,979 shares 45,979 $1.16M 0.09% -10,464 Timeline FNDA 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: 19,428 shares; 2024Q4: 37,546 shares; 2025Q1: 34,732 shares; 2025Q2: 34,786 shares; 2025Q3: 34,786 shares; 2025Q4: 34,786 shares; 2026Q1: 35,025 shares 35,025 $1.14M 0.09% +239 Timeline PFF 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: 23,469 shares; 2024Q4: 24,618 shares; 2025Q1: 24,315 shares; 2025Q2: 28,012 shares; 2025Q3: 31,552 shares; 2025Q4: 34,621 shares; 2026Q1: 37,277 shares 37,277 $1.13M 0.09% +2,656 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: 2,198 shares; 2024Q4: 1,445 shares; 2025Q1: 1,521 shares; 2025Q2: 3,667 shares; 2025Q3: 2,026 shares; 2025Q4: 1,880 shares; 2026Q1: 1,887 shares 1,887 $1.13M 0.09% +7 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: 21,701 shares; 2025Q2: 21,701 shares; 2025Q3: 22,126 shares; 2025Q4: 26,479 shares; 2026Q1: 31,429 shares 31,429 $1.11M 0.09% +4,950 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: not reported; 2024Q4: 32,676 shares; 2025Q1: 30,998 shares; 2025Q2: 39,360 shares; 2025Q3: 65,408 shares; 2025Q4: 76,611 shares; 2026Q1: 18,005 shares 18,005 $1.07M 0.08% -58,606 Timeline VDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,305 shares; 2025Q3: 6,113 shares; 2025Q4: 6,193 shares; 2026Q1: 6,194 shares 6,194 $1.07M 0.08% +1 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: 47,067 shares; 2024Q4: 54,826 shares; 2025Q1: 38,234 shares; 2025Q2: 14,657 shares; 2025Q3: 12,793 shares; 2025Q4: 12,662 shares; 2026Q1: 12,232 shares 12,232 $1.06M 0.08% -430 Timeline IBDS 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: 143,003 shares; 2024Q4: 155,756 shares; 2025Q1: 163,203 shares; 2025Q2: 74,542 shares; 2025Q3: 56,858 shares; 2025Q4: 55,458 shares; 2026Q1: 43,340 shares 43,340 $1.05M 0.08% -12,118 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: 7,104 shares; 2024Q4: 7,535 shares; 2025Q1: 9,617 shares; 2025Q2: 7,865 shares; 2025Q3: 6,647 shares; 2025Q4: 21,932 shares; 2026Q1: 21,487 shares 21,487 $1.05M 0.08% -445 Timeline JEPI 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: 5,291 shares; 2024Q4: 5,397 shares; 2025Q1: 7,935 shares; 2025Q2: 10,390 shares; 2025Q3: 15,228 shares; 2025Q4: 15,533 shares; 2026Q1: 18,467 shares 18,467 $1.05M 0.08% +2,934 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: 15,801 shares; 2024Q4: 15,370 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 15,866 shares; 2025Q4: 15,974 shares; 2026Q1: 20,835 shares 20,835 $1.04M 0.08% +4,861 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: 2,992 shares; 2024Q4: 2,722 shares; 2025Q1: 2,472 shares; 2025Q2: 2,434 shares; 2025Q3: 2,139 shares; 2025Q4: 2,163 shares; 2026Q1: 2,170 shares 2,170 $1.04M 0.08% +7 Timeline DFSI 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: 21,427 shares; 2025Q4: 22,690 shares; 2026Q1: 24,317 shares 24,317 $1.03M 0.08% +1,627 Timeline IBDR 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: 146,613 shares; 2024Q4: 162,001 shares; 2025Q1: 168,736 shares; 2025Q2: 81,031 shares; 2025Q3: 62,775 shares; 2025Q4: 57,185 shares; 2026Q1: 42,221 shares 42,221 $1.02M 0.08% -14,964 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: 18,663 shares; 2024Q4: 16,546 shares; 2025Q1: 17,134 shares; 2025Q2: 18,654 shares; 2025Q3: 24,385 shares; 2025Q4: 24,329 shares; 2026Q1: 24,999 shares 24,999 $1M 0.08% +670 Timeline JPST 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: 21,367 shares; 2024Q4: 21,670 shares; 2025Q1: 18,313 shares; 2025Q2: 19,638 shares; 2025Q3: 18,275 shares; 2025Q4: 18,723 shares; 2026Q1: 18,759 shares 18,759 $949K 0.07% +36 Timeline ESML 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: 50,594 shares; 2024Q4: 45,683 shares; 2025Q1: 43,080 shares; 2025Q2: 31,728 shares; 2025Q3: 21,139 shares; 2025Q4: 20,670 shares; 2026Q1: 19,724 shares 19,724 $927K 0.07% -946 Timeline AOM 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: 4,724 shares; 2024Q4: 5,793 shares; 2025Q1: 5,857 shares; 2025Q2: 5,414 shares; 2025Q3: 5,663 shares; 2025Q4: 5,847 shares; 2026Q1: 19,072 shares 19,072 $903K 0.07% +13,225 Timeline SUB 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: 9,166 shares; 2024Q4: 10,036 shares; 2025Q1: 9,403 shares; 2025Q2: 9,404 shares; 2025Q3: 9,273 shares; 2025Q4: 8,742 shares; 2026Q1: 8,271 shares 8,271 $881K 0.07% -471 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,048 shares; 2025Q1: 10,048 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,048 shares; 2026Q1: 10,048 shares 10,048 $851K 0.07% 0 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: 16,241 shares; 2024Q4: 15,930 shares; 2025Q1: 15,505 shares; 2025Q2: 15,345 shares; 2025Q3: 17,103 shares; 2025Q4: 16,254 shares; 2026Q1: 17,541 shares 17,541 $848K 0.07% +1,287 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 20,429 shares; 2025Q1: 21,765 shares; 2025Q2: 21,582 shares; 2025Q3: 21,499 shares; 2025Q4: 22,298 shares; 2026Q1: 18,375 shares 18,375 $838K 0.07% -3,923 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: 9,893 shares; 2024Q4: 26,690 shares; 2025Q1: 21,843 shares; 2025Q2: 24,417 shares; 2025Q3: 31,030 shares; 2025Q4: 29,183 shares; 2026Q1: 27,114 shares 27,114 $832K 0.07% -2,069 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: 3,485 shares; 2024Q4: 3,492 shares; 2025Q1: 5,144 shares; 2025Q2: 4,779 shares; 2025Q3: 4,579 shares; 2025Q4: 4,677 shares; 2026Q1: 4,693 shares 4,693 $796K 0.06% +16 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: 6,250 shares; 2024Q4: 6,052 shares; 2025Q1: 5,569 shares; 2025Q2: 5,605 shares; 2025Q3: 5,563 shares; 2025Q4: 5,402 shares; 2026Q1: 5,550 shares 5,550 $790K 0.06% +148 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: 2,558 shares; 2024Q4: 2,610 shares; 2025Q1: 2,498 shares; 2025Q2: 2,441 shares; 2025Q3: 2,299 shares; 2025Q4: 2,573 shares; 2026Q1: 2,561 shares 2,561 $765K 0.06% -12 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $756K 0.06% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 12,409 shares; 2025Q1: 13,490 shares; 2025Q2: 12,985 shares; 2025Q3: 14,910 shares; 2025Q4: 23,559 shares; 2026Q1: 28,841 shares 28,841 $744K 0.06% +5,282 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,680 shares; 2025Q2: 3,700 shares; 2025Q3: 3,684 shares; 2025Q4: 3,700 shares; 2026Q1: 3,709 shares 3,709 $735K 0.06% +9 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 3,065 shares; 2025Q4: 3,259 shares; 2026Q1: 3,249 shares 3,249 $732K 0.06% -10 Timeline XEMD 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: 14,182 shares; 2024Q4: 15,742 shares; 2025Q1: 15,645 shares; 2025Q2: 16,057 shares; 2025Q3: 14,618 shares; 2025Q4: 15,243 shares; 2026Q1: 16,174 shares 16,174 $711K 0.06% +931 Timeline SCHX 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: 26,153 shares; 2024Q4: 71,536 shares; 2025Q1: 61,853 shares; 2025Q2: 60,898 shares; 2025Q3: 58,252 shares; 2025Q4: 52,837 shares; 2026Q1: 27,686 shares 27,686 $710K 0.06% -25,151 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: 6,215 shares; 2024Q4: 6,241 shares; 2025Q1: 6,576 shares; 2025Q2: 6,169 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 6,169 shares 6,169 $698K 0.06% 0 Timeline IBDU 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: 131,346 shares; 2024Q4: 148,504 shares; 2025Q1: 153,387 shares; 2025Q2: 59,971 shares; 2025Q3: 41,289 shares; 2025Q4: 41,131 shares; 2026Q1: 29,222 shares 29,222 $680K 0.05% -11,909 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: 5,895 shares; 2024Q4: 5,625 shares; 2025Q1: 4,929 shares; 2025Q2: 4,696 shares; 2025Q3: 4,556 shares; 2025Q4: 4,528 shares; 2026Q1: 4,493 shares 4,493 $639K 0.05% -35 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: 4,527 shares; 2024Q4: 7,136 shares; 2025Q1: 7,128 shares; 2025Q2: 6,252 shares; 2025Q3: 6,561 shares; 2025Q4: 7,037 shares; 2026Q1: 7,129 shares 7,129 $628K 0.05% +92 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 9,692 shares; 2025Q1: 11,526 shares; 2025Q2: 12,411 shares; 2025Q3: 12,871 shares; 2025Q4: 12,655 shares; 2026Q1: 13,450 shares 13,450 $627K 0.05% +795 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: 5,686 shares; 2024Q4: 4,911 shares; 2025Q1: 4,625 shares; 2025Q2: 4,606 shares; 2025Q3: 4,412 shares; 2025Q4: 4,220 shares; 2026Q1: 6,851 shares 6,851 $620K 0.05% +2,631 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: 4,391 shares; 2024Q4: 4,752 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,478 shares; 2025Q4: 4,524 shares; 2026Q1: 4,393 shares 4,393 $596K 0.05% -131 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,434 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares 2,129 $595K 0.05% 0 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: 8,250 shares; 2024Q4: 7,183 shares; 2025Q1: 8,014 shares; 2025Q2: 8,008 shares; 2025Q3: 7,836 shares; 2025Q4: 7,844 shares; 2026Q1: 7,959 shares 7,959 $592K 0.05% +115 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 15,854 shares; 2025Q1: 15,425 shares; 2025Q2: 15,766 shares; 2025Q3: 16,775 shares; 2025Q4: 17,921 shares; 2026Q1: 18,777 shares 18,777 $582K 0.05% +856 Timeline IWM 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: 3,250 shares; 2024Q4: 3,170 shares; 2025Q1: 2,706 shares; 2025Q2: 2,652 shares; 2025Q3: 2,585 shares; 2025Q4: 2,592 shares; 2026Q1: 2,315 shares 2,315 $574K 0.05% -277 Timeline ESGE 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: 10,330 shares; 2024Q4: 11,589 shares; 2025Q1: 11,032 shares; 2025Q2: 11,347 shares; 2025Q3: 12,764 shares; 2025Q4: 12,905 shares; 2026Q1: 12,250 shares 12,250 $557K 0.04% -655 Timeline AVUV 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: 9,721 shares; 2025Q1: 10,060 shares; 2025Q2: 12,273 shares; 2025Q3: 11,530 shares; 2025Q4: 11,080 shares; 2026Q1: 5,035 shares 5,035 $556K 0.04% -6,045 Timeline XBB 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: 16,379 shares; 2024Q4: 18,140 shares; 2025Q1: 18,066 shares; 2025Q2: 18,544 shares; 2025Q3: 17,264 shares; 2025Q4: 17,868 shares; 2026Q1: 13,649 shares 13,649 $555K 0.04% -4,219 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: 2,631 shares; 2024Q4: 2,631 shares; 2025Q1: 2,614 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares 2,611 $551K 0.04% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 17,419 shares; 2025Q1: 17,056 shares; 2025Q2: 31,655 shares; 2025Q3: 25,940 shares; 2025Q4: 21,563 shares; 2026Q1: 10,908 shares 10,908 $549K 0.04% -10,655 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: 1,698 shares; 2024Q4: 1,346 shares; 2025Q1: 2,291 shares; 2025Q2: 2,181 shares; 2025Q3: 2,049 shares; 2025Q4: 2,031 shares; 2026Q1: 1,895 shares 1,895 $544K 0.04% -136 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: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 4,286 shares; 2025Q2: 4,063 shares; 2025Q3: 3,940 shares; 2025Q4: 3,973 shares; 2026Q1: 3,693 shares 3,693 $543K 0.04% -280 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: 6,300 shares; 2025Q4: 7,795 shares; 2026Q1: 7,562 shares 7,562 $536K 0.04% -233 Timeline IBDV 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: 136,743 shares; 2024Q4: 152,907 shares; 2025Q1: 159,093 shares; 2025Q2: 59,317 shares; 2025Q3: 39,333 shares; 2025Q4: 36,790 shares; 2026Q1: 24,200 shares 24,200 $530K 0.04% -12,590 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: 2,002 shares; 2025Q4: 2,472 shares; 2026Q1: 2,406 shares 2,406 $526K 0.04% -66 Timeline CBOL CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2025Q4: not reported; 2026Q1: 22,444 shares 22,444 $525K 0.04% new Timeline SLYV 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: 5,380 shares; 2024Q4: 5,337 shares; 2025Q1: 5,399 shares; 2025Q2: 5,620 shares; 2025Q3: 5,028 shares; 2025Q4: 4,954 shares; 2026Q1: 5,465 shares 5,465 $517K 0.04% +511 Timeline PSK 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: 17,380 shares; 2024Q4: 16,553 shares; 2025Q1: 21,890 shares; 2025Q2: 22,898 shares; 2025Q3: 21,899 shares; 2025Q4: 22,582 shares; 2026Q1: 16,371 shares 16,371 $505K 0.04% -6,211 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 7,187 shares; 2025Q1: 11,367 shares; 2025Q2: 8,408 shares; 2025Q3: 8,679 shares; 2025Q4: 9,387 shares; 2026Q1: 12,423 shares 12,423 $499K 0.04% +3,036 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: not reported; 2024Q4: 656 shares; 2025Q1: 639 shares; 2025Q2: 711 shares; 2025Q3: 611 shares; 2025Q4: 598 shares; 2026Q1: 709 shares 709 $494K 0.04% +111 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2025Q4: not reported; 2026Q1: 19,582 shares 19,582 $485K 0.04% new Timeline IGSB 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: 7,389 shares; 2024Q4: 7,407 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares; 2026Q1: 9,100 shares 9,100 $478K 0.04% +1,693 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,492 shares; 2025Q1: 3,497 shares; 2025Q2: 3,982 shares; 2025Q3: 3,815 shares; 2025Q4: 4,400 shares; 2026Q1: 3,992 shares 3,992 $456K 0.04% -408 Timeline VSS 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: 7,701 shares; 2024Q4: 7,838 shares; 2025Q1: 7,810 shares; 2025Q2: 7,293 shares; 2025Q3: 3,500 shares; 2025Q4: 3,313 shares; 2026Q1: 3,088 shares 3,088 $450K 0.04% -225 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 2,045 shares; 2025Q2: 2,157 shares; 2025Q3: 2,176 shares; 2025Q4: 2,213 shares; 2026Q1: 2,031 shares 2,031 $442K 0.03% -182 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $440K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $426K 0.03% 0 Timeline IBTK 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: 13,489 shares; 2025Q1: 13,526 shares; 2025Q2: 13,602 shares; 2025Q3: 13,627 shares; 2025Q4: 17,846 shares; 2026Q1: 21,335 shares 21,335 $421K 0.03% +3,489 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: 4,721 shares; 2024Q4: 4,324 shares; 2025Q1: 4,854 shares; 2025Q2: 4,963 shares; 2025Q3: 4,834 shares; 2025Q4: 5,774 shares; 2026Q1: 5,530 shares 5,530 $421K 0.03% -244 Timeline USRT 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: 12,719 shares; 2024Q4: 10,298 shares; 2025Q1: 9,332 shares; 2025Q2: 9,635 shares; 2025Q3: 9,402 shares; 2025Q4: 8,358 shares; 2026Q1: 7,068 shares 7,068 $418K 0.03% -1,290 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,971 shares; 2025Q1: 10,291 shares; 2025Q2: 10,468 shares; 2025Q3: 11,397 shares; 2025Q4: 11,741 shares; 2026Q1: 11,323 shares 11,323 $416K 0.03% -418 Timeline REET 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: 15,892 shares; 2025Q3: 16,000 shares; 2025Q4: 16,188 shares; 2026Q1: 16,531 shares 16,531 $416K 0.03% +343 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 5,327 shares; 2025Q1: 4,625 shares; 2025Q2: 4,437 shares; 2025Q3: 3,476 shares; 2025Q4: 3,038 shares; 2026Q1: 2,806 shares 2,806 $410K 0.03% -232 Timeline ZFEB 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: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 8,831 shares; 2025Q4: 8,831 shares; 2026Q1: 16,065 shares 16,065 $408K 0.03% +7,234 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: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 1,802 shares; 2025Q2: 1,725 shares; 2025Q3: 1,738 shares; 2025Q4: 1,745 shares; 2026Q1: 1,754 shares 1,754 $396K 0.03% +9 Timeline MGK 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: 874 shares; 2024Q4: 973 shares; 2025Q1: 1,048 shares; 2025Q2: 1,032 shares; 2025Q3: 1,015 shares; 2025Q4: 1,062 shares; 2026Q1: 1,072 shares 1,072 $394K 0.03% +10 Timeline MGC 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: 1,516 shares; 2024Q4: 1,717 shares; 2025Q1: 1,717 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $386K 0.03% 0 Timeline IBTL 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: 13,178 shares; 2025Q1: 13,214 shares; 2025Q2: 13,287 shares; 2025Q3: 13,311 shares; 2025Q4: 15,735 shares; 2026Q1: 18,896 shares 18,896 $385K 0.03% +3,161 Timeline QFLR 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: 11,358 shares 11,358 $378K 0.03% new 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: 4,093 shares; 2024Q4: 3,383 shares; 2025Q1: 3,566 shares; 2025Q2: 3,403 shares; 2025Q3: 3,399 shares; 2025Q4: 3,352 shares; 2026Q1: 3,392 shares 3,392 $378K 0.03% +40 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: 5,145 shares; 2024Q4: 5,145 shares; 2025Q1: 5,117 shares; 2025Q2: 5,130 shares; 2025Q3: 4,830 shares; 2025Q4: 4,776 shares; 2026Q1: 4,586 shares 4,586 $376K 0.03% -190 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: 6,460 shares; 2024Q4: 19,554 shares; 2025Q1: 18,730 shares; 2025Q2: 15,489 shares; 2025Q3: 14,585 shares; 2025Q4: 13,265 shares; 2026Q1: 13,482 shares 13,482 $375K 0.03% +217 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,739 shares; 2026Q1: 17,146 shares 17,146 $375K 0.03% +3,407 Timeline IBDW 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: 138,142 shares; 2024Q4: 155,644 shares; 2025Q1: 161,615 shares; 2025Q2: 56,832 shares; 2025Q3: 32,815 shares; 2025Q4: 30,382 shares; 2026Q1: 17,371 shares 17,371 $364K 0.03% -13,011 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: 2,265 shares; 2024Q4: 3,380 shares; 2025Q1: 3,462 shares; 2025Q2: 3,473 shares; 2025Q3: 3,463 shares; 2025Q4: 3,117 shares; 2026Q1: 2,916 shares 2,916 $362K 0.03% -201 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,225 shares; 2025Q1: 7,243 shares; 2025Q2: 7,298 shares; 2025Q3: 7,299 shares; 2025Q4: 7,395 shares; 2026Q1: 7,339 shares 7,339 $360K 0.03% -56 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: 14,098 shares; 2024Q4: 12,082 shares; 2025Q1: 10,307 shares; 2025Q2: 9,805 shares; 2025Q3: 9,805 shares; 2025Q4: 9,805 shares; 2026Q1: 9,036 shares 9,036 $359K 0.03% -769 Timeline DFSE 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: 7,127 shares; 2025Q4: 7,717 shares; 2026Q1: 8,313 shares 8,313 $352K 0.03% +596 Timeline AVLV 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: 7,545 shares; 2025Q1: 7,671 shares; 2025Q2: 6,329 shares; 2025Q3: 4,421 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $348K 0.03% 0 Timeline SDY 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: 2,622 shares; 2024Q4: 2,626 shares; 2025Q1: 2,630 shares; 2025Q2: 2,634 shares; 2025Q3: 2,530 shares; 2025Q4: 2,535 shares; 2026Q1: 2,319 shares 2,319 $338K 0.03% -216 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: 1,092 shares; 2025Q1: 1,175 shares; 2025Q2: 1,070 shares; 2025Q3: 1,052 shares; 2025Q4: 1,039 shares; 2026Q1: 774 shares 774 $333K 0.03% -265 Timeline DGRO 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: 4,709 shares; 2026Q1: 4,709 shares 4,709 $330K 0.03% 0 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: not reported; 2024Q4: 3,407 shares; 2025Q1: 3,608 shares; 2025Q2: 3,357 shares; 2025Q3: 3,550 shares; 2025Q4: 3,642 shares; 2026Q1: 3,527 shares 3,527 $328K 0.03% -115 Timeline SCHO 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: 8,259 shares; 2024Q4: 17,145 shares; 2025Q1: 14,035 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 13,439 shares; 2026Q1: 13,439 shares 13,439 $326K 0.03% 0 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: 1,209 shares; 2024Q4: 1,117 shares; 2025Q1: 1,105 shares; 2025Q2: 1,138 shares; 2025Q3: 1,109 shares; 2025Q4: 1,187 shares; 2026Q1: 1,065 shares 1,065 $322K 0.03% -122 Timeline VOX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,732 shares; 2025Q4: 1,921 shares; 2026Q1: 1,751 shares 1,751 $315K 0.02% -170 Timeline BLV 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: 4,123 shares; 2024Q4: 4,201 shares; 2025Q1: 4,235 shares; 2025Q2: 4,279 shares; 2025Q3: 4,323 shares; 2025Q4: 4,507 shares; 2026Q1: 4,534 shares 4,534 $312K 0.02% +27 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,523 shares; 2024Q4: 58,088 shares; 2025Q1: 57,884 shares; 2025Q2: 33,876 shares; 2025Q3: 16,690 shares; 2025Q4: 14,572 shares; 2026Q1: 13,156 shares 13,156 $311K 0.02% -1,416 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: 1,426 shares; 2025Q3: 1,431 shares; 2025Q4: 1,498 shares; 2026Q1: 1,513 shares 1,513 $308K 0.02% +15 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: 832 shares; 2024Q4: 830 shares; 2025Q1: 939 shares; 2025Q2: 919 shares; 2025Q3: 917 shares; 2025Q4: 933 shares; 2026Q1: 930 shares 930 $306K 0.02% -3 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 9,135 shares; 2025Q1: 9,018 shares; 2025Q2: 9,378 shares; 2025Q3: 10,696 shares; 2025Q4: 10,738 shares; 2026Q1: 11,128 shares 11,128 $302K 0.02% +390 Timeline GBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,003 shares 3,003 $301K 0.02% new Timeline CBTL CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2025Q4: 42,289 shares; 2026Q1: 16,131 shares 16,131 $291K 0.02% -26,158 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,608 shares; 2025Q3: 1,591 shares; 2025Q4: 1,479 shares; 2026Q1: 1,423 shares 1,423 $290K 0.02% -56 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,411 shares; 2025Q2: 2,430 shares; 2025Q3: 2,459 shares; 2025Q4: 2,534 shares; 2026Q1: 2,805 shares 2,805 $288K 0.02% +271 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 11,045 shares; 2025Q1: 11,049 shares; 2025Q2: 11,006 shares; 2025Q3: 11,010 shares; 2025Q4: 11,559 shares; 2026Q1: 11,563 shares 11,563 $287K 0.02% +4 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 4,342 shares; 2025Q2: 4,342 shares; 2025Q3: 4,289 shares; 2025Q4: 4,210 shares; 2026Q1: 4,210 shares 4,210 $287K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,501 shares; 2026Q1: 12,687 shares 12,687 $285K 0.02% +2,186 Timeline VIGI 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: 3,284 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares 3,203 $283K 0.02% 0 Timeline ZJAN 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: 10,175 shares 10,175 $277K 0.02% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,973 shares; 2024Q4: 58,716 shares; 2025Q1: 58,504 shares; 2025Q2: 34,564 shares; 2025Q3: 17,371 shares; 2025Q4: 15,247 shares; 2026Q1: 11,598 shares 11,598 $274K 0.02% -3,649 Timeline ZMAR 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: 9,686 shares; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 9,686 shares; 2026Q1: 9,686 shares 9,686 $267K 0.02% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares 1,807 $266K 0.02% 0 Timeline AOR 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: 4,139 shares; 2025Q3: 4,148 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares 4,118 $265K 0.02% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,397 shares; 2024Q4: 55,661 shares; 2025Q1: 55,453 shares; 2025Q2: 30,742 shares; 2025Q3: 13,841 shares; 2025Q4: 12,198 shares; 2026Q1: 11,219 shares 11,219 $262K 0.02% -979 Timeline PFXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,899 shares 14,899 $261K 0.02% new Timeline ACWV 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: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares 2,186 $261K 0.02% 0 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: 1,038 shares; 2024Q4: 1,041 shares; 2025Q1: 1,015 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 905 shares; 2026Q1: 824 shares 824 $258K 0.02% -81 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: 1,491 shares; 2024Q4: 881 shares; 2025Q1: 840 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 659 shares; 2026Q1: 695 shares 695 $258K 0.02% +36 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: 3,267 shares; 2024Q4: 2,768 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 1,761 shares; 2025Q4: 1,206 shares; 2026Q1: 1,068 shares 1,068 $256K 0.02% -138 Timeline IBDX 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: 97,872 shares; 2024Q4: 107,799 shares; 2025Q1: 113,232 shares; 2025Q2: 26,620 shares; 2025Q3: 8,103 shares; 2025Q4: not reported; 2026Q1: 9,984 shares 9,984 $252K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,661 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 4,965 shares; 2026Q1: 4,017 shares 4,017 $251K 0.02% -948 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: not reported; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 997 shares; 2026Q1: 1,034 shares 1,034 $251K 0.02% +37 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: 885 shares; 2025Q2: 501 shares; 2025Q3: 505 shares; 2025Q4: 500 shares; 2026Q1: 426 shares 426 $240K 0.02% -74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,586 shares 10,586 $236K 0.02% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,115 shares; 2024Q4: 53,192 shares; 2025Q1: 55,034 shares; 2025Q2: 29,543 shares; 2025Q3: 12,329 shares; 2025Q4: 10,677 shares; 2026Q1: 10,115 shares 10,115 $233K 0.02% -562 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: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,662 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,575 shares 2,575 $233K 0.02% new Timeline UFEB 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: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,410 shares 6,410 $233K 0.02% +242 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 524 shares; 2026Q1: 534 shares 534 $232K 0.02% +10 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 685 shares 685 $231K 0.02% +4 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 2,311 shares; 2025Q4: 2,349 shares; 2026Q1: 2,280 shares 2,280 $231K 0.02% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares; 2026Q1: 846 shares 846 $229K 0.02% -18 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: not reported; 2024Q4: 2,268 shares; 2025Q1: 1,910 shares; 2025Q2: 1,944 shares; 2025Q3: 1,946 shares; 2025Q4: 1,722 shares; 2026Q1: 1,741 shares 1,741 $228K 0.02% +19 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 57 shares; 2026Q1: 54 shares 54 $227K 0.02% -3 Timeline IWN 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: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $224K 0.02% 0 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: 1,347 shares; 2024Q4: 1,320 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 604 shares; 2025Q4: 398 shares; 2026Q1: 388 shares 388 $224K 0.02% -10 Timeline ACWI 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: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $224K 0.02% 0 Timeline VOE 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: 1,577 shares; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,185 shares 1,185 $218K 0.02% -20 Timeline BBHY 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: 5,229 shares; 2024Q4: 6,533 shares; 2025Q1: 5,771 shares; 2025Q2: 5,784 shares; 2025Q3: 5,795 shares; 2025Q4: 5,676 shares; 2026Q1: 4,736 shares 4,736 $217K 0.02% -940 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: not reported; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 5,321 shares; 2025Q3: 5,321 shares; 2025Q4: 5,213 shares; 2026Q1: 4,110 shares 4,110 $217K 0.02% -1,103 Timeline SDEM 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: not reported; 2025Q4: not reported; 2026Q1: 6,643 shares 6,643 $215K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,933 shares; 2025Q4: 5,929 shares; 2026Q1: 4,364 shares 4,364 $211K 0.02% -1,565 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,371 shares; 2024Q4: 58,433 shares; 2025Q1: 58,296 shares; 2025Q2: 28,197 shares; 2025Q3: 11,602 shares; 2025Q4: 10,690 shares; 2026Q1: 10,050 shares 10,050 $210K 0.02% -640 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,726 shares 4,726 $209K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares 345 $209K 0.02% new Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,739 shares; 2024Q4: 56,074 shares; 2025Q1: 55,992 shares; 2025Q2: 27,713 shares; 2025Q3: 11,146 shares; 2025Q4: 9,979 shares; 2026Q1: 9,365 shares 9,365 $204K 0.02% -614 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,564 shares; 2024Q4: 14,143 shares; 2025Q1: 10,582 shares; 2025Q2: 10,445 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares; 2026Q1: 10,445 shares 10,445 $204K 0.02% 0 Timeline SCHE 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: 6,543 shares; 2025Q4: 6,188 shares; 2026Q1: 6,074 shares 6,074 $200K 0.02% -114 Timeline