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: 1,341,358 shares; 2024Q4: 1,609,920 shares; 2025Q1: 1,855,083 shares; 2025Q2: 1,991,957 shares; 2025Q3: 2,181,395 shares; 2025Q4: 2,341,248 shares; 2026Q1: 2,557,181 shares 2,557,181 $164M 15.39% +215,933 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: 278,924 shares; 2024Q4: 324,739 shares; 2025Q1: 353,054 shares; 2025Q2: 391,987 shares; 2025Q3: 426,081 shares; 2025Q4: 457,865 shares; 2026Q1: 512,049 shares 512,049 $100M 9.43% +54,184 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: 144,988 shares; 2024Q4: 157,466 shares; 2025Q1: 167,710 shares; 2025Q2: 185,017 shares; 2025Q3: 194,626 shares; 2025Q4: 198,665 shares; 2026Q1: 221,095 shares 221,095 $96.6M 9.07% +22,430 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: 575,009 shares; 2024Q4: 660,596 shares; 2025Q1: 736,312 shares; 2025Q2: 805,610 shares; 2025Q3: 879,260 shares; 2025Q4: 957,427 shares; 2026Q1: 1,053,450 shares 1,053,450 $56.9M 5.35% +96,023 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: 82,128 shares; 2024Q4: 96,532 shares; 2025Q1: 109,308 shares; 2025Q2: 125,357 shares; 2025Q3: 137,444 shares; 2025Q4: 153,222 shares; 2026Q1: 165,053 shares 165,053 $43.2M 4.06% +11,831 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: 436,463 shares; 2024Q4: 509,841 shares; 2025Q1: 557,748 shares; 2025Q2: 609,721 shares; 2025Q3: 674,446 shares; 2025Q4: 780,698 shares; 2026Q1: 878,068 shares 878,068 $42.2M 3.96% +97,370 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: 277,649 shares; 2024Q4: 313,602 shares; 2025Q1: 342,804 shares; 2025Q2: 370,090 shares; 2025Q3: 409,927 shares; 2025Q4: 468,403 shares; 2026Q1: 517,528 shares 517,528 $40.6M 3.81% +49,125 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: 47,751 shares; 2024Q4: 55,592 shares; 2025Q1: 61,147 shares; 2025Q2: 52,550 shares; 2025Q3: 53,393 shares; 2025Q4: 93,891 shares; 2026Q1: 106,809 shares 106,809 $34.3M 3.22% +12,918 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: 68,915 shares; 2024Q4: 62,618 shares; 2025Q1: 66,674 shares; 2025Q2: 93,194 shares; 2025Q3: 87,981 shares; 2025Q4: 100,525 shares; 2026Q1: 111,416 shares 111,416 $28.3M 2.66% +10,891 Timeline BSCR 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: 413,578 shares; 2024Q4: 549,389 shares; 2025Q1: 609,319 shares; 2025Q2: 749,951 shares; 2025Q3: 859,144 shares; 2025Q4: 1,000,695 shares; 2026Q1: 1,188,847 shares 1,188,847 $23.3M 2.19% +188,152 Timeline BSCT 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: 343,913 shares; 2024Q4: 491,569 shares; 2025Q1: 572,271 shares; 2025Q2: 679,021 shares; 2025Q3: 838,335 shares; 2025Q4: 1,001,898 shares; 2026Q1: 1,244,819 shares 1,244,819 $23.2M 2.18% +242,921 Timeline BSCS 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: 402,822 shares; 2024Q4: 550,023 shares; 2025Q1: 615,320 shares; 2025Q2: 721,036 shares; 2025Q3: 844,778 shares; 2025Q4: 963,241 shares; 2026Q1: 1,110,412 shares 1,110,412 $22.7M 2.13% +147,171 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: 454,102 shares; 2024Q4: 565,620 shares; 2025Q1: 616,308 shares; 2025Q2: 752,055 shares; 2025Q3: 823,365 shares; 2025Q4: 918,609 shares; 2026Q1: 1,051,975 shares 1,051,975 $20.5M 1.93% +133,366 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: 141,443 shares; 2024Q4: 162,706 shares; 2025Q1: 176,498 shares; 2025Q2: 189,189 shares; 2025Q3: 206,038 shares; 2025Q4: 233,197 shares; 2026Q1: 255,556 shares 255,556 $19.7M 1.85% +22,359 Timeline BSCU 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: 249,005 shares; 2024Q4: 428,208 shares; 2025Q1: 500,405 shares; 2025Q2: 614,529 shares; 2025Q3: 791,757 shares; 2025Q4: 951,611 shares; 2026Q1: 1,157,736 shares 1,157,736 $19.4M 1.82% +206,125 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: 203,531 shares; 2024Q4: 229,748 shares; 2025Q1: 258,422 shares; 2025Q2: 281,817 shares; 2025Q3: 309,551 shares; 2025Q4: 354,406 shares; 2026Q1: 387,238 shares 387,238 $18.2M 1.71% +32,832 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: 126,970 shares; 2024Q4: 150,573 shares; 2025Q1: 169,157 shares; 2025Q2: 185,096 shares; 2025Q3: 203,637 shares; 2025Q4: 235,891 shares; 2026Q1: 260,533 shares 260,533 $17.9M 1.68% +24,642 Timeline BSCV 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: 202,824 shares; 2024Q4: 318,934 shares; 2025Q1: 381,287 shares; 2025Q2: 472,144 shares; 2025Q3: 623,103 shares; 2025Q4: 769,745 shares; 2026Q1: 974,950 shares 974,950 $16M 1.51% +205,205 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: 199,530 shares; 2024Q4: 222,950 shares; 2025Q1: 292,659 shares; 2025Q2: 293,331 shares; 2025Q3: 297,875 shares; 2025Q4: 307,667 shares; 2026Q1: 311,945 shares 311,945 $15.6M 1.46% +4,278 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 5,031 shares; 2025Q1: 6,312 shares; 2025Q2: 7,300 shares; 2025Q3: 20,089 shares; 2025Q4: 19,055 shares; 2026Q1: 19,605 shares 19,605 $11.7M 1.1% +550 Timeline BSCW 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: 123,205 shares; 2024Q4: 185,404 shares; 2025Q1: 219,408 shares; 2025Q2: 258,143 shares; 2025Q3: 336,498 shares; 2025Q4: 418,701 shares; 2026Q1: 551,621 shares 551,621 $11.4M 1.07% +132,920 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: 10,259 shares; 2024Q4: 9,645 shares; 2025Q1: 10,623 shares; 2025Q2: 18,953 shares; 2025Q3: 19,716 shares; 2025Q4: 22,139 shares; 2026Q1: 24,742 shares 24,742 $9.16M 0.86% +2,603 Timeline BSCX 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: 94,643 shares; 2024Q4: 147,940 shares; 2025Q1: 180,376 shares; 2025Q2: 200,560 shares; 2025Q3: 288,690 shares; 2025Q4: 351,203 shares; 2026Q1: 423,028 shares 423,028 $8.95M 0.84% +71,825 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: 13,234 shares; 2024Q4: 11,484 shares; 2025Q1: 16,170 shares; 2025Q2: 23,953 shares; 2025Q3: 24,449 shares; 2025Q4: 26,029 shares; 2026Q1: 45,849 shares 45,849 $8M 0.75% +19,820 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: 19,866 shares; 2024Q4: 19,565 shares; 2025Q1: 20,082 shares; 2025Q2: 25,238 shares; 2025Q3: 25,737 shares; 2025Q4: 33,359 shares; 2026Q1: 38,238 shares 38,238 $7.96M 0.75% +4,879 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: 5,016 shares; 2024Q4: 5,831 shares; 2025Q1: 7,508 shares; 2025Q2: 8,384 shares; 2025Q3: 10,863 shares; 2025Q4: 12,608 shares; 2026Q1: 12,734 shares 12,734 $7.35M 0.69% +126 Timeline BSCY 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: 35,413 shares; 2024Q4: 62,438 shares; 2025Q1: 100,999 shares; 2025Q2: 120,236 shares; 2025Q3: 203,865 shares; 2025Q4: 260,494 shares; 2026Q1: 323,095 shares 323,095 $6.69M 0.63% +62,601 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: 21,179 shares; 2024Q4: 64,453 shares; 2025Q1: 57,259 shares; 2025Q2: 53,194 shares; 2025Q3: 53,257 shares; 2025Q4: 239,110 shares; 2026Q1: 242,521 shares 242,521 $6.09M 0.57% +3,411 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: 40,609 shares; 2024Q4: 40,609 shares; 2025Q1: 40,609 shares; 2025Q2: 104,951 shares; 2025Q3: 104,951 shares; 2025Q4: 104,312 shares; 2026Q1: 118,729 shares 118,729 $4.61M 0.43% +14,417 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: 1,691 shares; 2024Q4: 1,869 shares; 2025Q1: 3,460 shares; 2025Q2: 3,060 shares; 2025Q3: 3,693 shares; 2025Q4: 6,142 shares; 2026Q1: 7,588 shares 7,588 $4.34M 0.41% +1,446 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: 4,874 shares; 2024Q4: 5,407 shares; 2025Q1: 8,029 shares; 2025Q2: 8,258 shares; 2025Q3: 8,980 shares; 2025Q4: 11,926 shares; 2026Q1: 13,992 shares 13,992 $4.01M 0.38% +2,066 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: 50,808 shares; 2024Q4: 58,474 shares; 2025Q1: 51,260 shares; 2025Q2: 51,459 shares; 2025Q3: 51,396 shares; 2025Q4: 51,984 shares; 2026Q1: 52,442 shares 52,442 $3.94M 0.37% +458 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,869 shares; 2024Q4: 18,875 shares; 2025Q1: 18,879 shares; 2025Q2: 30,857 shares; 2025Q3: 53,604 shares; 2025Q4: 53,607 shares; 2026Q1: 53,612 shares 53,612 $3.8M 0.36% +5 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: 5,924 shares; 2024Q4: 6,096 shares; 2025Q1: 7,349 shares; 2025Q2: 9,855 shares; 2025Q3: 10,335 shares; 2025Q4: 12,141 shares; 2026Q1: 12,643 shares 12,643 $3.64M 0.34% +502 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: 2,251 shares; 2024Q4: 1,763 shares; 2025Q1: 2,540 shares; 2025Q2: 7,687 shares; 2025Q3: 7,932 shares; 2025Q4: 10,307 shares; 2026Q1: 11,372 shares 11,372 $3.35M 0.31% +1,065 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: 3,374 shares; 2024Q4: 3,405 shares; 2025Q1: 2,749 shares; 2025Q2: 5,840 shares; 2025Q3: 6,046 shares; 2025Q4: 5,645 shares; 2026Q1: 8,825 shares 8,825 $3.28M 0.31% +3,180 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: 17,942 shares; 2024Q4: 11,902 shares; 2025Q1: 12,447 shares; 2025Q2: 12,285 shares; 2025Q3: 12,371 shares; 2025Q4: 10,368 shares; 2026Q1: 10,675 shares 10,675 $3.23M 0.3% +307 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: 5,848 shares; 2024Q4: 5,549 shares; 2025Q1: 5,859 shares; 2025Q2: 8,884 shares; 2025Q3: 10,749 shares; 2025Q4: 11,032 shares; 2026Q1: 12,439 shares 12,439 $3.04M 0.29% +1,407 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: 10,621 shares; 2024Q4: 30,790 shares; 2025Q1: 16,341 shares; 2025Q2: 19,988 shares; 2025Q3: 20,273 shares; 2025Q4: 27,646 shares; 2026Q1: 38,480 shares 38,480 $2.97M 0.28% +10,834 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: 12,137 shares; 2024Q4: 20,478 shares; 2025Q1: 22,552 shares; 2025Q2: 20,538 shares; 2025Q3: 25,598 shares; 2025Q4: 43,310 shares; 2026Q1: 54,742 shares 54,742 $2.89M 0.27% +11,432 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 4 shares 4 $2.87M 0.27% +1 Timeline BSCZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,508 shares; 2025Q4: 101,610 shares; 2026Q1: 138,342 shares 138,342 $2.84M 0.27% +36,732 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: 6,392 shares; 2024Q4: 4,887 shares; 2025Q1: 5,028 shares; 2025Q2: 4,959 shares; 2025Q3: 5,113 shares; 2025Q4: 5,120 shares; 2026Q1: 5,652 shares 5,652 $2.82M 0.27% +532 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: 15,703 shares; 2024Q4: 18,234 shares; 2025Q1: 18,234 shares; 2025Q2: 26,431 shares; 2025Q3: 26,431 shares; 2025Q4: 54,841 shares; 2026Q1: 58,170 shares 58,170 $2.82M 0.26% +3,329 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: 1,801 shares; 2024Q4: 1,617 shares; 2025Q1: 2,439 shares; 2025Q2: 7,555 shares; 2025Q3: 7,596 shares; 2025Q4: 8,163 shares; 2026Q1: 8,090 shares 8,090 $2.66M 0.25% -73 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: 598 shares; 2024Q4: 1,376 shares; 2025Q1: 1,566 shares; 2025Q2: 3,848 shares; 2025Q3: 4,018 shares; 2025Q4: 3,932 shares; 2026Q1: 5,456 shares 5,456 $2.61M 0.25% +1,524 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: 2,749 shares; 2024Q4: 3,486 shares; 2025Q1: 4,365 shares; 2025Q2: 4,465 shares; 2025Q3: 4,462 shares; 2025Q4: 3,920 shares; 2026Q1: 3,893 shares 3,893 $2.54M 0.24% -27 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,011 shares; 2026Q1: 4,043 shares 4,043 $2.28M 0.21% +32 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: 31,743 shares; 2024Q4: 35,049 shares; 2025Q1: 35,294 shares; 2025Q2: 38,190 shares; 2025Q3: 55,851 shares; 2025Q4: 74,852 shares; 2026Q1: 98,737 shares 98,737 $2.27M 0.21% +23,885 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: 12,288 shares; 2024Q4: 13,344 shares; 2025Q1: 13,353 shares; 2025Q2: 20,635 shares; 2025Q3: 20,648 shares; 2025Q4: 30,054 shares; 2026Q1: 32,541 shares 32,541 $2.03M 0.19% +2,487 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: 41,507 shares; 2024Q4: 41,708 shares; 2025Q1: 42,003 shares; 2025Q2: 45,804 shares; 2025Q3: 63,891 shares; 2025Q4: 64,455 shares; 2026Q1: 89,281 shares 89,281 $1.95M 0.18% +24,826 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: 38,202 shares; 2024Q4: 44,337 shares; 2025Q1: 44,530 shares; 2025Q2: 48,434 shares; 2025Q3: 66,481 shares; 2025Q4: 67,587 shares; 2026Q1: 93,089 shares 93,089 $1.94M 0.18% +25,502 Timeline AVDV 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: 3,331 shares; 2025Q1: 14,535 shares; 2025Q2: 11,096 shares; 2025Q3: 11,980 shares; 2025Q4: 11,971 shares; 2026Q1: 19,134 shares 19,134 $1.91M 0.18% +7,163 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: 5,412 shares; 2024Q4: 22,670 shares; 2025Q1: 20,566 shares; 2025Q2: 20,582 shares; 2025Q3: 27,834 shares; 2025Q4: 27,866 shares; 2026Q1: 13,184 shares 13,184 $1.88M 0.18% -14,682 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: 32,019 shares; 2024Q4: 32,147 shares; 2025Q1: 32,276 shares; 2025Q2: 37,989 shares; 2025Q3: 55,609 shares; 2025Q4: 64,723 shares; 2026Q1: 80,083 shares 80,083 $1.87M 0.18% +15,360 Timeline BSMW 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: 14,239 shares; 2024Q4: 24,757 shares; 2025Q1: 33,664 shares; 2025Q2: 30,333 shares; 2025Q3: 45,515 shares; 2025Q4: 47,192 shares; 2026Q1: 69,307 shares 69,307 $1.72M 0.16% +22,115 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: 4,559 shares; 2024Q4: 6,090 shares; 2025Q1: 16,725 shares; 2025Q2: 15,813 shares; 2025Q3: 15,106 shares; 2025Q4: 14,717 shares; 2026Q1: 14,717 shares 14,717 $1.63M 0.15% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 5,227 shares; 2025Q3: 5,520 shares; 2025Q4: 5,521 shares; 2026Q1: 5,530 shares 5,530 $1.59M 0.15% +9 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,861 shares; 2025Q1: 7,408 shares; 2025Q2: 6,624 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 5,683 shares 5,683 $1.58M 0.15% -616 Timeline CMF 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: 23,698 shares; 2024Q4: 24,628 shares; 2025Q1: 26,098 shares; 2025Q2: 23,423 shares; 2025Q3: 21,113 shares; 2025Q4: 21,132 shares; 2026Q1: 27,617 shares 27,617 $1.57M 0.15% +6,485 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: 34,619 shares; 2024Q4: 69,442 shares; 2025Q1: 69,412 shares; 2025Q2: 88,017 shares; 2025Q3: 82,481 shares; 2025Q4: 61,603 shares; 2026Q1: 62,122 shares 62,122 $1.54M 0.14% +519 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: 2,105 shares; 2024Q4: 1,595 shares; 2025Q1: 2,131 shares; 2025Q2: 1,846 shares; 2025Q3: 2,000 shares; 2025Q4: 2,648 shares; 2026Q1: 4,830 shares 4,830 $1.49M 0.14% +2,182 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: 931 shares; 2024Q4: 872 shares; 2025Q1: 787 shares; 2025Q2: 764 shares; 2025Q3: 788 shares; 2025Q4: 7,937 shares; 2026Q1: 15,292 shares 15,292 $1.47M 0.14% +7,355 Timeline DFEV 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: 38,558 shares; 2025Q2: 40,644 shares; 2025Q3: 39,563 shares; 2025Q4: 39,563 shares; 2026Q1: 39,563 shares 39,563 $1.42M 0.13% 0 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: 1,709 shares; 2024Q4: 1,588 shares; 2025Q1: 2,329 shares; 2025Q2: 2,040 shares; 2025Q3: 2,807 shares; 2025Q4: 2,592 shares; 2026Q1: 3,108 shares 3,108 $1.34M 0.13% +516 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,647 shares; 2025Q2: 14,647 shares; 2025Q3: 13,827 shares; 2025Q4: 14,062 shares; 2026Q1: 14,350 shares 14,350 $1.33M 0.12% +288 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: 15,022 shares; 2024Q4: 19,188 shares; 2025Q1: 18,293 shares; 2025Q2: 18,293 shares; 2025Q3: 18,293 shares; 2025Q4: 18,293 shares; 2026Q1: 15,022 shares 15,022 $1.3M 0.12% -3,271 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: 11,789 shares; 2024Q4: 12,758 shares; 2025Q1: 12,764 shares; 2025Q2: 12,770 shares; 2025Q3: 12,777 shares; 2025Q4: 17,022 shares; 2026Q1: 17,027 shares 17,027 $1.21M 0.11% +5 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 13,217 shares; 2025Q1: 13,257 shares; 2025Q2: 26,101 shares; 2025Q3: 26,156 shares; 2025Q4: 26,251 shares; 2026Q1: 31,571 shares 31,571 $1.12M 0.11% +5,320 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: 22,335 shares; 2024Q4: 22,458 shares; 2025Q1: 22,587 shares; 2025Q2: 29,061 shares; 2025Q3: 45,591 shares; 2025Q4: 46,892 shares; 2026Q1: 47,081 shares 47,081 $1.11M 0.1% +189 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: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 5,135 shares; 2025Q3: 5,921 shares; 2025Q4: 6,349 shares; 2026Q1: 6,432 shares 6,432 $1.09M 0.1% +83 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: 3,016 shares; 2025Q3: 3,016 shares; 2025Q4: 2,586 shares; 2026Q1: 2,593 shares 2,593 $1.08M 0.1% +7 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: 5,040 shares; 2024Q4: 25,041 shares; 2025Q1: 11,533 shares; 2025Q2: 17,537 shares; 2025Q3: 8,640 shares; 2025Q4: 10,249 shares; 2026Q1: 14,605 shares 14,605 $1.08M 0.1% +4,356 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: 3,901 shares; 2024Q4: 3,118 shares; 2025Q1: 3,480 shares; 2025Q2: 3,987 shares; 2025Q3: 5,931 shares; 2025Q4: 6,102 shares; 2026Q1: 8,649 shares 8,649 $1.07M 0.1% +2,547 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,535 shares; 2024Q4: 31,535 shares; 2025Q1: 31,535 shares; 2025Q2: 35,693 shares; 2025Q3: 35,693 shares; 2025Q4: 31,138 shares; 2026Q1: 31,138 shares 31,138 $1.06M 0.1% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares; 2026Q1: 3,059 shares 3,059 $1.05M 0.1% +23 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: 14,615 shares; 2024Q4: 16,457 shares; 2025Q1: 5,699 shares; 2025Q2: 14,022 shares; 2025Q3: 11,339 shares; 2025Q4: 13,587 shares; 2026Q1: 11,430 shares 11,430 $1.03M 0.1% -2,157 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: 811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,398 shares; 2025Q4: 1,418 shares; 2026Q1: 1,414 shares 1,414 $1M 0.09% -4 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: not reported; 2024Q4: not reported; 2025Q1: 10,799 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares; 2026Q1: 10,799 shares 10,799 $987K 0.09% 0 Timeline VFMF 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: 6,144 shares; 2024Q4: 6,150 shares; 2025Q1: 6,216 shares; 2025Q2: 6,222 shares; 2025Q3: 6,298 shares; 2025Q4: 6,338 shares; 2026Q1: 6,344 shares 6,344 $984K 0.09% +6 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: 446 shares; 2024Q4: 388 shares; 2025Q1: 395 shares; 2025Q2: 424 shares; 2025Q3: 455 shares; 2025Q4: 792 shares; 2026Q1: 966 shares 966 $963K 0.09% +174 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: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 1,007 shares; 2025Q3: 1,489 shares; 2025Q4: 1,007 shares; 2026Q1: 2,257 shares 2,257 $962K 0.09% +1,250 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: 2,072 shares; 2024Q4: 1,685 shares; 2025Q1: 2,028 shares; 2025Q2: 5,511 shares; 2025Q3: 6,280 shares; 2025Q4: 6,516 shares; 2026Q1: 6,660 shares 6,660 $962K 0.09% +144 Timeline BSSX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,751 shares; 2025Q4: 36,615 shares; 2026Q1: 36,865 shares 36,865 $937K 0.09% +250 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: not reported; 2024Q4: 1,873 shares; 2025Q1: 2,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares; 2026Q1: 4,821 shares 4,821 $925K 0.09% +1,326 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: not reported; 2025Q2: 4,985 shares; 2025Q3: 3,542 shares; 2025Q4: 3,566 shares; 2026Q1: 3,780 shares 3,780 $916K 0.09% +214 Timeline BSMY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,009 shares; 2025Q4: 33,711 shares; 2026Q1: 35,626 shares 35,626 $864K 0.08% +1,915 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: 6,992 shares; 2024Q4: 8,647 shares; 2025Q1: 8,126 shares; 2025Q2: 10,896 shares; 2025Q3: 11,345 shares; 2025Q4: 12,835 shares; 2026Q1: 12,260 shares 12,260 $855K 0.08% -575 Timeline DFSV 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: 9,932 shares; 2025Q3: 9,932 shares; 2025Q4: 16,286 shares; 2026Q1: 23,943 shares 23,943 $839K 0.08% +7,657 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,326 shares; 2025Q1: 11,499 shares; 2025Q2: 11,326 shares; 2025Q3: 34,529 shares; 2025Q4: 34,529 shares; 2026Q1: 34,529 shares 34,529 $836K 0.08% 0 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: 1,222 shares; 2024Q4: 1,327 shares; 2025Q1: 1,118 shares; 2025Q2: 1,681 shares; 2025Q3: 3,752 shares; 2025Q4: 3,450 shares; 2026Q1: 3,345 shares 3,345 $830K 0.08% -105 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,299 shares 11,299 $826K 0.08% +99 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: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,191 shares; 2025Q2: 2,528 shares; 2025Q3: 1,715 shares; 2025Q4: 1,349 shares; 2026Q1: 3,756 shares 3,756 $816K 0.08% +2,407 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: not reported; 2024Q4: 9,056 shares; 2025Q1: 22,437 shares; 2025Q2: 22,437 shares; 2025Q3: 21,288 shares; 2025Q4: 17,382 shares; 2026Q1: 17,382 shares 17,382 $793K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,739 shares; 2025Q2: 3,406 shares; 2025Q3: 3,375 shares; 2025Q4: 3,429 shares; 2026Q1: 3,500 shares 3,500 $761K 0.07% +71 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: 3,089 shares; 2024Q4: 14,635 shares; 2025Q1: 14,635 shares; 2025Q2: 12,524 shares; 2025Q3: 12,414 shares; 2025Q4: 12,673 shares; 2026Q1: 25,712 shares 25,712 $749K 0.07% +13,039 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,021 shares; 2025Q1: 2,027 shares; 2025Q2: 1,884 shares; 2025Q3: 2,081 shares; 2025Q4: 1,347 shares; 2026Q1: 2,572 shares 2,572 $738K 0.07% +1,225 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: 3,381 shares; 2024Q4: 3,509 shares; 2025Q1: 4,665 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares; 2025Q4: 2,814 shares; 2026Q1: 3,412 shares 3,412 $734K 0.07% +598 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: 739 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 2,202 shares; 2025Q3: 2,132 shares; 2025Q4: 2,394 shares; 2026Q1: 2,354 shares 2,354 $732K 0.07% -40 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: 651 shares; 2024Q4: 456 shares; 2025Q1: 616 shares; 2025Q2: 662 shares; 2025Q3: 738 shares; 2025Q4: 745 shares; 2026Q1: 790 shares 790 $727K 0.07% +45 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 14,135 shares 14,135 $719K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,922 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares; 2026Q1: 5,450 shares 5,450 $714K 0.07% +28 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: 2,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 4,804 shares; 2025Q4: 4,459 shares; 2026Q1: 5,810 shares 5,810 $699K 0.07% +1,351 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,761 shares; 2025Q3: 23,388 shares; 2025Q4: 23,388 shares; 2026Q1: 24,777 shares 24,777 $690K 0.06% +1,389 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $683K 0.06% 0 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: 973 shares; 2025Q3: 1,113 shares; 2025Q4: 1,879 shares; 2026Q1: 2,019 shares 2,019 $682K 0.06% +140 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: 718 shares; 2024Q4: 618 shares; 2025Q1: 1,794 shares; 2025Q2: 2,030 shares; 2025Q3: 1,863 shares; 2025Q4: 851 shares; 2026Q1: 1,037 shares 1,037 $674K 0.06% +186 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 4,542 shares; 2026Q1: 5,052 shares 5,052 $671K 0.06% +510 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,599 shares; 2025Q2: 26,599 shares; 2025Q3: 26,599 shares; 2025Q4: 26,599 shares; 2026Q1: 26,599 shares 26,599 $660K 0.06% 0 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 7,313 shares; 2026Q1: 8,668 shares 8,668 $622K 0.06% +1,355 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: not reported; 2024Q4: not reported; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 5,523 shares; 2025Q4: 5,523 shares; 2026Q1: 7,048 shares 7,048 $619K 0.06% +1,525 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 2,522 shares 2,522 $616K 0.06% new 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: 2,735 shares; 2024Q4: 2,424 shares; 2025Q1: 4,578 shares; 2025Q2: 3,596 shares; 2025Q3: 5,448 shares; 2025Q4: 4,461 shares; 2026Q1: 4,918 shares 4,918 $611K 0.06% +457 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,633 shares 11,633 $610K 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,021 shares; 2025Q3: 7,021 shares; 2025Q4: 6,992 shares; 2026Q1: 7,040 shares 7,040 $600K 0.06% +48 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,732 shares 4,732 $581K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,502 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares 5,955 $578K 0.05% 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: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 2,222 shares; 2025Q3: 1,935 shares; 2025Q4: 9,382 shares; 2026Q1: 3,118 shares 3,118 $575K 0.05% -6,264 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: 21,178 shares; 2024Q4: 21,299 shares; 2025Q1: 21,417 shares; 2025Q2: 27,830 shares; 2025Q3: 36,900 shares; 2025Q4: 24,175 shares; 2026Q1: 24,238 shares 24,238 $573K 0.05% +63 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,924 shares; 2025Q1: 2,164 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,916 shares; 2026Q1: 1,797 shares 1,797 $572K 0.05% -1,119 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,452 shares 2,452 $569K 0.05% +2 Timeline DIHP 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: not reported; 2025Q4: not reported; 2026Q1: 17,473 shares 17,473 $563K 0.05% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares 3,540 $561K 0.05% 0 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: 3,787 shares; 2024Q4: 3,617 shares; 2025Q1: 5,226 shares; 2025Q2: 4,362 shares; 2025Q3: 4,273 shares; 2025Q4: 4,974 shares; 2026Q1: 7,050 shares 7,050 $547K 0.05% +2,076 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,444 shares; 2025Q1: 15,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 15,266 shares 15,266 $545K 0.05% +4,816 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,474 shares; 2025Q2: 29,474 shares; 2025Q3: 23,942 shares; 2025Q4: 15,225 shares; 2026Q1: 15,225 shares 15,225 $539K 0.05% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares 7,807 $533K 0.05% new 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: 6,409 shares; 2024Q4: 6,713 shares; 2025Q1: 6,740 shares; 2025Q2: 7,484 shares; 2025Q3: 6,715 shares; 2025Q4: 6,416 shares; 2026Q1: 6,400 shares 6,400 $530K 0.05% -16 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,422 shares; 2025Q1: 6,464 shares; 2025Q2: 6,501 shares; 2025Q3: 6,538 shares; 2025Q4: 7,135 shares; 2026Q1: 6,614 shares 6,614 $523K 0.05% -521 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 514 shares; 2026Q1: 610 shares 610 $516K 0.05% +96 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: 2,653 shares; 2024Q4: 2,653 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,685 shares; 2026Q1: 5,169 shares 5,169 $506K 0.05% +2,484 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265 $500K 0.05% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288 shares 288 $498K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 3,373 shares; 2025Q4: 3,615 shares; 2026Q1: 3,366 shares 3,366 $489K 0.05% -249 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: 12,356 shares; 2024Q4: 16,813 shares; 2025Q1: 16,060 shares; 2025Q2: 11,603 shares; 2025Q3: 11,603 shares; 2025Q4: 9,943 shares; 2026Q1: 9,231 shares 9,231 $462K 0.04% -712 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: not reported; 2026Q1: 6,541 shares 6,541 $459K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262 $451K 0.04% new Timeline SPTS 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: 20,093 shares; 2024Q4: 23,767 shares; 2025Q1: 22,790 shares; 2025Q2: 19,383 shares; 2025Q3: 19,383 shares; 2025Q4: 15,101 shares; 2026Q1: 15,101 shares 15,101 $441K 0.04% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,159 shares 17,159 $435K 0.04% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 4,003 shares 4,003 $431K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 6,298 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 6,174 shares; 2025Q4: 7,353 shares; 2026Q1: 7,436 shares 7,436 $422K 0.04% +83 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: 1,702 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: 1,573 shares; 2025Q3: 1,415 shares; 2025Q4: 1,587 shares; 2026Q1: 1,993 shares 1,993 $412K 0.04% +406 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: 1,729 shares; 2024Q4: 1,419 shares; 2025Q1: 1,860 shares; 2025Q2: 1,784 shares; 2025Q3: 2,103 shares; 2025Q4: 2,575 shares; 2026Q1: 2,794 shares 2,794 $411K 0.04% +219 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 3,460 shares; 2026Q1: 3,465 shares 3,465 $408K 0.04% +5 Timeline SMH 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: 809 shares; 2025Q3: 980 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $404K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,394 shares; 2026Q1: 1,411 shares 1,411 $400K 0.04% +17 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: not reported; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: 4,045 shares; 2025Q3: 4,079 shares; 2025Q4: 3,928 shares; 2026Q1: 3,883 shares 3,883 $399K 0.04% -45 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: not reported; 2024Q4: 728 shares; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 889 shares; 2025Q4: 1,301 shares; 2026Q1: 1,302 shares 1,302 $394K 0.04% +1 Timeline PAVE 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: 6,396 shares; 2025Q3: 6,396 shares; 2025Q4: 6,502 shares; 2026Q1: 7,640 shares 7,640 $388K 0.04% +1,138 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL 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: 4,150 shares; 2026Q1: 4,150 shares 4,150 $387K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,122 shares; 2025Q3: 13,977 shares; 2025Q4: 13,725 shares; 2026Q1: 13,635 shares 13,635 $383K 0.04% -90 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: 3,060 shares; 2024Q4: 4,381 shares; 2025Q1: 5,430 shares; 2025Q2: 4,672 shares; 2025Q3: 3,309 shares; 2025Q4: 8,202 shares; 2026Q1: 4,309 shares 4,309 $382K 0.04% -3,893 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 724 shares; 2025Q1: 1,277 shares; 2025Q2: 1,247 shares; 2025Q3: 1,135 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $380K 0.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $374K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,800 shares; 2026Q1: 1,796 shares 1,796 $365K 0.03% -4 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: not reported; 2024Q4: 1,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares 1,503 $361K 0.03% new Timeline DUHP 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: 9,814 shares; 2025Q1: 9,814 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,802 shares; 2026Q1: 9,802 shares 9,802 $360K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 406 shares; 2026Q1: 412 shares 412 $360K 0.03% +6 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,679 shares; 2025Q1: 2,699 shares; 2025Q2: 2,715 shares; 2025Q3: 2,737 shares; 2025Q4: 3,274 shares; 2026Q1: 3,291 shares 3,291 $353K 0.03% +17 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,460 shares; 2024Q4: 12,001 shares; 2025Q1: 5,753 shares; 2025Q2: 5,701 shares; 2025Q3: 5,701 shares; 2025Q4: 5,701 shares; 2026Q1: 5,704 shares 5,704 $353K 0.03% +3 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 3,750 shares; 2026Q1: 3,807 shares 3,807 $351K 0.03% +57 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: 334 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 399 shares; 2026Q1: 499 shares 499 $348K 0.03% +100 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: not reported; 2024Q4: 2,310 shares; 2025Q1: 3,895 shares; 2025Q2: 2,310 shares; 2025Q3: 3,891 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares 2,322 $344K 0.03% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 536 shares 536 $341K 0.03% new Timeline FNDF 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: 6,667 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares; 2026Q1: 6,944 shares 6,944 $340K 0.03% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,708 shares; 2026Q1: 10,708 shares 10,708 $339K 0.03% 0 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: not reported; 2026Q1: 6,754 shares 6,754 $339K 0.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR 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: 7,795 shares; 2026Q1: 6,783 shares 6,783 $335K 0.03% -1,012 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: 2,528 shares; 2024Q4: 2,953 shares; 2025Q1: 2,970 shares; 2025Q2: 3,086 shares; 2025Q3: 3,093 shares; 2025Q4: 2,379 shares; 2026Q1: 2,382 shares 2,382 $330K 0.03% +3 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221 $328K 0.03% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,478 shares 4,478 $327K 0.03% new 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: 6,089 shares; 2024Q4: 5,976 shares; 2025Q1: 5,917 shares; 2025Q2: 13,252 shares; 2025Q3: 13,567 shares; 2025Q4: 6,448 shares; 2026Q1: 6,688 shares 6,688 $326K 0.03% +240 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: not reported; 2024Q4: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,284 shares; 2025Q3: 2,358 shares; 2025Q4: 3,624 shares; 2026Q1: 2,916 shares 2,916 $324K 0.03% -708 Timeline IHDG 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: not reported; 2024Q4: not reported; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 8,461 shares; 2025Q4: 6,682 shares; 2026Q1: 6,682 shares 6,682 $322K 0.03% 0 Timeline EWJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,938 shares; 2025Q4: 4,326 shares; 2026Q1: 3,787 shares 3,787 $320K 0.03% -539 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 3,408 shares; 2025Q4: 1,416 shares; 2026Q1: 1,643 shares 1,643 $317K 0.03% +227 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 1,042 shares 1,042 $315K 0.03% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,955 shares; 2025Q3: 3,991 shares; 2025Q4: 3,419 shares; 2026Q1: 4,130 shares 4,130 $314K 0.03% +711 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares 1,308 $311K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,289 shares; 2025Q3: 7,289 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares 2,926 $310K 0.03% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,396 shares; 2026Q1: 5,460 shares 5,460 $305K 0.03% +64 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 1,982 shares; 2026Q1: 1,982 shares 1,982 $304K 0.03% 0 Timeline VDC 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: 1,320 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,415 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares 1,347 $303K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 193 shares; 2026Q1: 225 shares 225 $297K 0.03% +32 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares; 2026Q1: 5,679 shares 5,679 $296K 0.03% +209 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,054 shares 9,054 $294K 0.03% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,673 shares 4,673 $292K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS 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: 2,581 shares; 2026Q1: 3,246 shares 3,246 $291K 0.03% +665 Timeline SHV 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: 2,551 shares; 2024Q4: 2,514 shares; 2025Q1: 2,519 shares; 2025Q2: 2,525 shares; 2025Q3: 2,532 shares; 2025Q4: 2,583 shares; 2026Q1: 2,627 shares 2,627 $290K 0.03% +44 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: not reported; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,717 shares; 2026Q1: 5,717 shares 5,717 $288K 0.03% 0 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: 1,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,113 shares; 2026Q1: 1,402 shares 1,402 $285K 0.03% +289 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares 3,358 $285K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 67 shares 67 $283K 0.03% +21 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS 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: 8,150 shares; 2026Q1: 8,150 shares 8,150 $278K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA 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: 862 shares; 2026Q1: 883 shares 883 $277K 0.03% +21 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,320 shares 3,320 $274K 0.03% new 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: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,286 shares 1,286 $272K 0.03% -48 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 284 shares; 2025Q4: 292 shares; 2026Q1: 281 shares 281 $270K 0.03% -11 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,119 shares; 2026Q1: 6,119 shares 6,119 $267K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 479 shares; 2026Q1: 684 shares 684 $267K 0.03% +205 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,497 shares 1,497 $267K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,594 shares; 2025Q3: 9,425 shares; 2025Q4: 10,361 shares; 2026Q1: 10,361 shares 10,361 $266K 0.02% 0 Timeline IBIE 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: 10,109 shares 10,109 $265K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $263K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 3,600 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 2,781 shares; 2026Q1: 2,704 shares 2,704 $257K 0.02% -77 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: 2,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,352 shares 8,352 $256K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares; 2026Q1: 2,196 shares 2,196 $253K 0.02% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,577 shares 1,577 $252K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: not reported; 2025Q4: 7,659 shares; 2026Q1: 1,296 shares 1,296 $249K 0.02% -6,363 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 649 shares; 2025Q2: 574 shares; 2025Q3: 576 shares; 2025Q4: 572 shares; 2026Q1: 627 shares 627 $249K 0.02% +55 Timeline SPTI 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: 10,048 shares; 2024Q4: 11,519 shares; 2025Q1: 20,165 shares; 2025Q2: 20,965 shares; 2025Q3: 10,999 shares; 2025Q4: 12,665 shares; 2026Q1: 8,659 shares 8,659 $248K 0.02% -4,006 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares 2,181 $246K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 577 shares; 2025Q1: 545 shares; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 867 shares; 2026Q1: 908 shares 908 $246K 0.02% +41 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares 726 $245K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 12,201 shares; 2025Q3: 12,225 shares; 2025Q4: 12,000 shares; 2026Q1: 11,500 shares 11,500 $243K 0.02% -500 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: not reported; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $242K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,754 shares; 2026Q1: 1,759 shares 1,759 $241K 0.02% +5 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: 2,622 shares; 2024Q4: 7,865 shares; 2025Q1: 7,865 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 7,863 shares 7,863 $240K 0.02% 0 Timeline SCHA 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: 14,987 shares; 2025Q3: 9,334 shares; 2025Q4: 9,187 shares; 2026Q1: 8,219 shares 8,219 $239K 0.02% -968 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD 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: 19,555 shares; 2026Q1: 19,555 shares 19,555 $239K 0.02% 0 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: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,258 shares 1,258 $238K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,005 shares 2,005 $238K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 5,021 shares; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472 $237K 0.02% new Timeline DGRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,111 shares; 2025Q4: 7,111 shares; 2026Q1: 7,111 shares 7,111 $236K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares 540 $234K 0.02% new Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,584 shares; 2025Q2: 17,584 shares; 2025Q3: 15,726 shares; 2025Q4: 11,245 shares; 2026Q1: 11,245 shares 11,245 $234K 0.02% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL 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: 5,678 shares; 2026Q1: 5,678 shares 5,678 $233K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,887 shares 2,887 $233K 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: 383 shares 383 $231K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares 2,357 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 3,316 shares; 2025Q4: not reported; 2026Q1: 3,001 shares 3,001 $230K 0.02% new Timeline VEXC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,806 shares 2,806 $228K 0.02% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 830 shares 830 $228K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,589 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $227K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR 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: 2,333 shares; 2026Q1: 2,041 shares 2,041 $226K 0.02% -292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares; 2026Q1: 2,400 shares 2,400 $226K 0.02% +124 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,816 shares 2,816 $226K 0.02% +3 Timeline IGV 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares 2,795 $224K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $223K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 753 shares 753 $222K 0.02% new Timeline DES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,183 shares; 2026Q1: 6,183 shares 6,183 $222K 0.02% 0 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: 3,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,798 shares; 2026Q1: 2,798 shares 2,798 $222K 0.02% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 12,192 shares; 2025Q1: 15,387 shares; 2025Q2: 16,609 shares; 2025Q3: 10,536 shares; 2025Q4: 12,510 shares; 2026Q1: 8,430 shares 8,430 $222K 0.02% -4,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 1,416 shares 1,416 $220K 0.02% -16 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares 673 $219K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $218K 0.02% new Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares; 2026Q1: 9,352 shares 9,352 $217K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $217K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,438 shares 7,438 $216K 0.02% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $215K 0.02% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 6,153 shares 6,153 $215K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: not reported; 2026Q1: 1,848 shares 1,848 $214K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,845 shares 2,845 $212K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: 640 shares 640 $210K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $207K 0.02% 0 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: not reported; 2024Q4: 5,604 shares; 2025Q1: 3,604 shares; 2025Q2: 2,038 shares; 2025Q3: 2,171 shares; 2025Q4: 1,880 shares; 2026Q1: 1,953 shares 1,953 $207K 0.02% +73 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,417 shares 3,417 $207K 0.02% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares 2,625 $207K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $206K 0.02% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $203K 0.02% 0 Timeline NTGR NETGEAR INC More: the full row for NETGEAR 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: 9,196 shares; 2026Q1: 9,196 shares 9,196 $201K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,252 shares 1,252 $201K 0.02% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 16,006 shares; 2026Q1: 16,006 shares 16,006 $184K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 29,974 shares; 2025Q3: 29,974 shares; 2025Q4: 29,974 shares; 2026Q1: 29,974 shares 29,974 $153K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: 11,903 shares; 2025Q3: 11,903 shares; 2025Q4: 11,903 shares; 2026Q1: 11,903 shares 11,903 $123K 0.01% 0 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP 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: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 14,401 shares 14,401 $101K 0.01% +4,176 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS 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: 11,628 shares; 2026Q1: 11,628 shares 11,628 $62.8K 0.01% 0 Timeline