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: 498,133 shares; 2024Q4: 498,206 shares; 2025Q1: 509,210 shares; 2025Q2: 516,982 shares; 2025Q3: 523,095 shares; 2025Q4: 520,919 shares; 2026Q1: 514,573 shares 514,573 $165M 15.73% -6,346 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: 927,921 shares; 2024Q4: 983,777 shares; 2025Q1: 1,046,300 shares; 2025Q2: 1,078,163 shares; 2025Q3: 1,102,118 shares; 2025Q4: 1,128,228 shares; 2026Q1: 1,130,660 shares 1,130,660 $98M 9.34% +2,432 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153,265 shares; 2024Q4: 1,215,315 shares; 2025Q1: 1,417,985 shares; 2025Q2: 1,500,468 shares; 2025Q3: 1,581,086 shares; 2025Q4: 1,688,690 shares; 2026Q1: 1,755,388 shares 1,755,388 $81.1M 7.73% +66,698 Timeline SPHQ 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: 30,521 shares; 2025Q1: 39,076 shares; 2025Q2: 41,900 shares; 2025Q3: 718,232 shares; 2025Q4: 740,985 shares; 2026Q1: 745,478 shares 745,478 $56.1M 5.34% +4,493 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098,899 shares; 2024Q4: 1,102,789 shares; 2025Q1: 1,153,271 shares; 2025Q2: 1,176,217 shares; 2025Q3: 585,372 shares; 2025Q4: 578,665 shares; 2026Q1: 556,584 shares 556,584 $42.6M 4.06% -22,081 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715,164 shares; 2024Q4: 838,886 shares; 2025Q1: 1,060,835 shares; 2025Q2: 1,163,855 shares; 2025Q3: 1,278,330 shares; 2025Q4: 1,375,514 shares; 2026Q1: 1,367,772 shares 1,367,772 $37.4M 3.56% -7,742 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,494 shares; 2024Q4: 525,097 shares; 2025Q1: 613,052 shares; 2025Q2: 654,193 shares; 2025Q3: 692,754 shares; 2025Q4: 758,386 shares; 2026Q1: 794,361 shares 794,361 $36.2M 3.45% +35,975 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,800 shares; 2025Q4: 359,145 shares; 2026Q1: 363,129 shares 363,129 $30.8M 2.94% +3,984 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: 387,755 shares; 2024Q4: 394,925 shares; 2025Q1: 411,169 shares; 2025Q2: 403,764 shares; 2025Q3: 408,972 shares; 2025Q4: 412,404 shares; 2026Q1: 419,164 shares 419,164 $29.4M 2.8% +6,760 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,784 shares; 2024Q4: 531,988 shares; 2025Q1: 556,052 shares; 2025Q2: 564,426 shares; 2025Q3: 589,853 shares; 2025Q4: 605,993 shares; 2026Q1: 624,355 shares 624,355 $26.2M 2.5% +18,362 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,706 shares; 2024Q4: 268,959 shares; 2025Q1: 252,564 shares; 2025Q2: 224,570 shares; 2025Q3: 207,554 shares; 2025Q4: 206,622 shares; 2026Q1: 210,627 shares 210,627 $24.5M 2.33% +4,005 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: 100,337 shares; 2024Q4: 97,425 shares; 2025Q1: 97,289 shares; 2025Q2: 94,685 shares; 2025Q3: 94,495 shares; 2025Q4: 92,719 shares; 2026Q1: 92,858 shares 92,858 $16.2M 1.54% +139 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: 120,100 shares; 2024Q4: 131,129 shares; 2025Q1: 132,420 shares; 2025Q2: 137,958 shares; 2025Q3: 138,031 shares; 2025Q4: 140,589 shares; 2026Q1: 144,217 shares 144,217 $15.9M 1.52% +3,628 Timeline FRDM 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: 263,654 shares; 2025Q4: 277,711 shares; 2026Q1: 287,522 shares 287,522 $15.7M 1.5% +9,811 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,419 shares; 2024Q4: 176,556 shares; 2025Q1: 184,730 shares; 2025Q2: 188,113 shares; 2025Q3: 204,253 shares; 2025Q4: 221,013 shares; 2026Q1: 250,799 shares 250,799 $14.8M 1.41% +29,786 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,329 shares; 2025Q1: 8,251 shares; 2025Q2: 8,110 shares; 2025Q3: 8,699 shares; 2025Q4: 26,420 shares; 2026Q1: 25,952 shares 25,952 $12.3M 1.17% -468 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: 21,813 shares; 2024Q4: 21,361 shares; 2025Q1: 21,137 shares; 2025Q2: 20,544 shares; 2025Q3: 20,224 shares; 2025Q4: 18,194 shares; 2026Q1: 18,904 shares 18,904 $12.3M 1.17% +710 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: 58,815 shares; 2024Q4: 59,438 shares; 2025Q1: 58,404 shares; 2025Q2: 71,594 shares; 2025Q3: 72,590 shares; 2025Q4: 75,348 shares; 2026Q1: 74,633 shares 74,633 $10.3M 0.98% -715 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: 43,491 shares; 2024Q4: 42,886 shares; 2025Q1: 42,868 shares; 2025Q2: 42,815 shares; 2025Q3: 42,876 shares; 2025Q4: 42,648 shares; 2026Q1: 42,770 shares 42,770 $9.2M 0.88% +122 Timeline AVGE 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: 75,318 shares; 2024Q4: 74,929 shares; 2025Q1: 69,841 shares; 2025Q2: 71,539 shares; 2025Q3: 74,620 shares; 2025Q4: 68,266 shares; 2026Q1: 86,197 shares 86,197 $7.59M 0.72% +17,931 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: 45,032 shares; 2024Q4: 44,261 shares; 2025Q1: 40,154 shares; 2025Q2: 32,325 shares; 2025Q3: 31,985 shares; 2025Q4: 32,437 shares; 2026Q1: 32,256 shares 32,256 $7.01M 0.67% -181 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,482 shares; 2025Q2: 61,010 shares; 2025Q3: 72,762 shares; 2025Q4: 83,772 shares; 2026Q1: 141,407 shares 141,407 $6.65M 0.63% +57,635 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 171,608 shares; 2025Q1: 168,868 shares; 2025Q2: 171,072 shares; 2025Q3: 171,929 shares; 2025Q4: 177,083 shares; 2026Q1: 168,943 shares 168,943 $6.49M 0.62% -8,140 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: 29,077 shares; 2024Q4: 33,093 shares; 2025Q1: 41,655 shares; 2025Q2: 50,876 shares; 2025Q3: 56,100 shares; 2025Q4: 60,535 shares; 2026Q1: 66,033 shares 66,033 $6.12M 0.58% +5,498 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: 10,567 shares; 2024Q4: 10,177 shares; 2025Q1: 9,553 shares; 2025Q2: 9,215 shares; 2025Q3: 9,482 shares; 2025Q4: 9,284 shares; 2026Q1: 9,209 shares 9,209 $6.02M 0.57% -75 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: 80,263 shares; 2024Q4: 79,025 shares; 2025Q1: 76,100 shares; 2025Q2: 77,938 shares; 2025Q3: 77,935 shares; 2025Q4: 77,758 shares; 2026Q1: 77,206 shares 77,206 $5.8M 0.55% -552 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: 26,976 shares; 2024Q4: 27,840 shares; 2025Q1: 26,837 shares; 2025Q2: 26,083 shares; 2025Q3: 27,636 shares; 2025Q4: 26,850 shares; 2026Q1: 28,339 shares 28,339 $5.56M 0.53% +1,489 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: 11,286 shares; 2024Q4: 11,321 shares; 2025Q1: 11,269 shares; 2025Q2: 11,287 shares; 2025Q3: 11,203 shares; 2025Q4: 11,380 shares; 2026Q1: 11,450 shares 11,450 $5.49M 0.52% +70 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,385 shares; 2024Q4: 53,678 shares; 2025Q1: 54,102 shares; 2025Q2: 50,248 shares; 2025Q3: 50,005 shares; 2025Q4: 43,980 shares; 2026Q1: 43,045 shares 43,045 $5.37M 0.51% -935 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: 26,903 shares; 2024Q4: 26,862 shares; 2025Q1: 26,694 shares; 2025Q2: 23,549 shares; 2025Q3: 24,509 shares; 2025Q4: 23,744 shares; 2026Q1: 21,001 shares 21,001 $5.33M 0.51% -2,743 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: 23,071 shares; 2024Q4: 21,252 shares; 2025Q1: 20,401 shares; 2025Q2: 18,673 shares; 2025Q3: 19,198 shares; 2025Q4: 18,548 shares; 2026Q1: 18,479 shares 18,479 $5.3M 0.51% -69 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: 25,689 shares; 2024Q4: 25,980 shares; 2025Q1: 26,184 shares; 2025Q2: 24,776 shares; 2025Q3: 25,878 shares; 2025Q4: 25,283 shares; 2026Q1: 24,898 shares 24,898 $5.19M 0.49% -385 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: 41,662 shares; 2024Q4: 40,607 shares; 2025Q1: 27,050 shares; 2025Q2: 20,526 shares; 2025Q3: 19,715 shares; 2025Q4: 19,547 shares; 2026Q1: 19,461 shares 19,461 $5.1M 0.49% -86 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: 14,420 shares; 2024Q4: 14,343 shares; 2025Q1: 13,876 shares; 2025Q2: 14,207 shares; 2025Q3: 14,521 shares; 2025Q4: 14,175 shares; 2026Q1: 13,700 shares 13,700 $5.07M 0.48% -475 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: 61,282 shares; 2024Q4: 185,394 shares; 2025Q1: 196,541 shares; 2025Q2: 193,042 shares; 2025Q3: 189,418 shares; 2025Q4: 189,661 shares; 2026Q1: 188,401 shares 188,401 $4.73M 0.45% -1,260 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 31,893 shares; 2025Q4: 52,077 shares; 2026Q1: 148,550 shares 148,550 $3.95M 0.38% +96,473 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: 14,533 shares; 2024Q4: 13,726 shares; 2025Q1: 14,556 shares; 2025Q2: 14,645 shares; 2025Q3: 14,363 shares; 2025Q4: 14,535 shares; 2026Q1: 14,571 shares 14,571 $3.56M 0.34% +36 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: 8,638 shares; 2024Q4: 8,521 shares; 2025Q1: 8,314 shares; 2025Q2: 8,314 shares; 2025Q3: 8,317 shares; 2025Q4: 8,269 shares; 2026Q1: 8,268 shares 8,268 $3.56M 0.34% -1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,398 shares; 2024Q4: 36,301 shares; 2025Q1: 35,401 shares; 2025Q2: 36,145 shares; 2025Q3: 38,847 shares; 2025Q4: 37,974 shares; 2026Q1: 34,099 shares 34,099 $3.39M 0.32% -3,875 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: 4,257 shares; 2024Q4: 4,298 shares; 2025Q1: 4,194 shares; 2025Q2: 4,482 shares; 2025Q3: 4,503 shares; 2025Q4: 4,482 shares; 2026Q1: 4,621 shares 4,621 $3.22M 0.31% +139 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: 44,300 shares; 2024Q4: 43,021 shares; 2025Q1: 45,615 shares; 2025Q2: 42,719 shares; 2025Q3: 41,677 shares; 2025Q4: 40,355 shares; 2026Q1: 39,722 shares 39,722 $3.15M 0.3% -633 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: 36,858 shares; 2024Q4: 41,157 shares; 2025Q1: 39,300 shares; 2025Q2: 38,550 shares; 2025Q3: 37,941 shares; 2025Q4: 36,757 shares; 2026Q1: 35,366 shares 35,366 $3.14M 0.3% -1,391 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,087 shares; 2024Q4: 34,629 shares; 2025Q1: 34,631 shares; 2025Q2: 34,148 shares; 2025Q3: 34,165 shares; 2025Q4: 34,160 shares; 2026Q1: 33,696 shares 33,696 $3.13M 0.3% -464 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: 25,767 shares; 2024Q4: 25,900 shares; 2025Q1: 25,874 shares; 2025Q2: 26,150 shares; 2025Q3: 26,322 shares; 2025Q4: 26,473 shares; 2026Q1: 26,765 shares 26,765 $3.08M 0.29% +292 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,583 shares; 2024Q4: 49,794 shares; 2025Q1: 44,271 shares; 2025Q2: 43,640 shares; 2025Q3: 46,374 shares; 2025Q4: 46,275 shares; 2026Q1: 46,421 shares 46,421 $2.97M 0.28% +146 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: 16,320 shares; 2024Q4: 16,428 shares; 2025Q1: 16,056 shares; 2025Q2: 16,790 shares; 2025Q3: 16,846 shares; 2025Q4: 16,804 shares; 2026Q1: 16,867 shares 16,867 $2.86M 0.27% +63 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: 13,658 shares; 2024Q4: 11,689 shares; 2025Q1: 11,761 shares; 2025Q2: 9,640 shares; 2025Q3: 10,175 shares; 2025Q4: 9,458 shares; 2026Q1: 9,731 shares 9,731 $2.8M 0.27% +273 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,833 shares; 2024Q4: 91,959 shares; 2025Q1: 89,482 shares; 2025Q2: 79,621 shares; 2025Q3: 79,308 shares; 2025Q4: 76,849 shares; 2026Q1: 75,883 shares 75,883 $2.7M 0.26% -966 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: 9,206 shares; 2024Q4: 9,197 shares; 2025Q1: 9,163 shares; 2025Q2: 8,646 shares; 2025Q3: 8,661 shares; 2025Q4: 8,596 shares; 2026Q1: 8,586 shares 8,586 $2.6M 0.25% -10 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: 10,273 shares; 2024Q4: 10,648 shares; 2025Q1: 10,659 shares; 2025Q2: 10,671 shares; 2025Q3: 10,675 shares; 2025Q4: 10,697 shares; 2026Q1: 10,681 shares 10,681 $2.59M 0.25% -16 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: 20,694 shares; 2024Q4: 22,804 shares; 2025Q1: 19,709 shares; 2025Q2: 20,166 shares; 2025Q3: 19,714 shares; 2025Q4: 18,932 shares; 2026Q1: 17,017 shares 17,017 $2.52M 0.24% -1,915 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,592 shares; 2024Q4: 38,369 shares; 2025Q1: 37,119 shares; 2025Q2: 36,413 shares; 2025Q3: 34,903 shares; 2025Q4: 31,426 shares; 2026Q1: 28,436 shares 28,436 $2.45M 0.23% -2,990 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,296 shares; 2024Q4: 33,260 shares; 2025Q1: 33,260 shares; 2025Q2: 33,260 shares; 2025Q3: 33,723 shares; 2025Q4: 37,208 shares; 2026Q1: 43,092 shares 43,092 $2.35M 0.22% +5,884 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: 37,885 shares; 2024Q4: 37,193 shares; 2025Q1: 31,748 shares; 2025Q2: 32,346 shares; 2025Q3: 32,409 shares; 2025Q4: 32,640 shares; 2026Q1: 31,408 shares 31,408 $2.31M 0.22% -1,232 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,932 shares; 2025Q1: 2,751 shares; 2025Q2: 3,262 shares; 2025Q3: 3,606 shares; 2025Q4: 3,610 shares; 2026Q1: 3,840 shares 3,840 $2.29M 0.22% +230 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: 9,497 shares; 2024Q4: 9,434 shares; 2025Q1: 9,369 shares; 2025Q2: 8,219 shares; 2025Q3: 8,077 shares; 2025Q4: 7,781 shares; 2026Q1: 7,524 shares 7,524 $2.27M 0.22% -257 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: 6,574 shares; 2024Q4: 6,668 shares; 2025Q1: 6,334 shares; 2025Q2: 5,824 shares; 2025Q3: 5,806 shares; 2025Q4: 4,941 shares; 2026Q1: 5,013 shares 5,013 $2.19M 0.21% +72 Timeline FPAG 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: 163,237 shares; 2024Q4: 149,192 shares; 2025Q1: 127,249 shares; 2025Q2: 112,340 shares; 2025Q3: 113,827 shares; 2025Q4: 105,523 shares; 2026Q1: 59,642 shares 59,642 $2.16M 0.21% -45,881 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: 23,450 shares; 2024Q4: 22,468 shares; 2025Q1: 21,549 shares; 2025Q2: 20,765 shares; 2025Q3: 18,725 shares; 2025Q4: 17,949 shares; 2026Q1: 17,793 shares 17,793 $2.14M 0.2% -156 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: 18,102 shares; 2024Q4: 17,374 shares; 2025Q1: 15,756 shares; 2025Q2: 15,762 shares; 2025Q3: 15,052 shares; 2025Q4: 15,074 shares; 2026Q1: 14,285 shares 14,285 $2.08M 0.2% -789 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: 28,651 shares; 2024Q4: 30,485 shares; 2025Q1: 30,541 shares; 2025Q2: 31,518 shares; 2025Q3: 31,858 shares; 2025Q4: 30,722 shares; 2026Q1: 33,029 shares 33,029 $2.07M 0.2% +2,307 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,959 shares; 2025Q2: 3,879 shares; 2025Q3: 6,120 shares; 2025Q4: 8,242 shares; 2026Q1: 10,368 shares 10,368 $2.04M 0.19% +2,126 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: 47,895 shares; 2024Q4: 46,441 shares; 2025Q1: 40,551 shares; 2025Q2: 39,904 shares; 2025Q3: 38,721 shares; 2025Q4: 37,980 shares; 2026Q1: 37,041 shares 37,041 $2M 0.19% -939 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,961 shares; 2025Q1: 2,854 shares; 2025Q2: 2,867 shares; 2025Q3: 2,880 shares; 2025Q4: 2,871 shares; 2026Q1: 2,822 shares 2,822 $2M 0.19% -49 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: 11,514 shares; 2024Q4: 13,093 shares; 2025Q1: 13,865 shares; 2025Q2: 13,866 shares; 2025Q3: 14,011 shares; 2025Q4: 14,012 shares; 2026Q1: 14,013 shares 14,013 $2M 0.19% +1 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: 9,795 shares; 2024Q4: 9,656 shares; 2025Q1: 9,339 shares; 2025Q2: 9,329 shares; 2025Q3: 9,312 shares; 2025Q4: 9,335 shares; 2026Q1: 9,068 shares 9,068 $1.97M 0.19% -267 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,183 shares; 2025Q1: 5,153 shares; 2025Q2: 5,534 shares; 2025Q3: 5,545 shares; 2025Q4: 5,551 shares; 2026Q1: 5,566 shares 5,566 $1.96M 0.19% +15 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: 2,356 shares; 2024Q4: 2,352 shares; 2025Q1: 2,370 shares; 2025Q2: 2,079 shares; 2025Q3: 2,165 shares; 2025Q4: 2,073 shares; 2026Q1: 2,121 shares 2,121 $1.95M 0.19% +48 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,938 shares 38,938 $1.95M 0.19% new Timeline VPU 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: 8,161 shares; 2024Q4: 11,185 shares; 2025Q1: 10,024 shares; 2025Q2: 9,828 shares; 2025Q3: 9,941 shares; 2025Q4: 9,744 shares; 2026Q1: 9,489 shares 9,489 $1.88M 0.18% -255 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: 35,326 shares; 2024Q4: 104,657 shares; 2025Q1: 77,447 shares; 2025Q2: 70,985 shares; 2025Q3: 71,050 shares; 2025Q4: 70,113 shares; 2026Q1: 70,179 shares 70,179 $1.8M 0.17% +66 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,411 shares; 2024Q4: 39,131 shares; 2025Q1: 39,213 shares; 2025Q2: 38,766 shares; 2025Q3: 38,774 shares; 2025Q4: 36,383 shares; 2026Q1: 34,183 shares 34,183 $1.78M 0.17% -2,200 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: 5,285 shares; 2024Q4: 5,122 shares; 2025Q1: 5,133 shares; 2025Q2: 5,139 shares; 2025Q3: 5,136 shares; 2025Q4: 5,143 shares; 2026Q1: 5,402 shares 5,402 $1.77M 0.17% +259 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,810 shares; 2024Q4: 34,760 shares; 2025Q1: 34,088 shares; 2025Q2: 33,758 shares; 2025Q3: 34,025 shares; 2025Q4: 33,282 shares; 2026Q1: 33,282 shares 33,282 $1.76M 0.17% 0 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 8,963 shares; 2026Q1: 60,369 shares 60,369 $1.74M 0.17% +51,406 Timeline VHT 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: 6,911 shares; 2024Q4: 7,717 shares; 2025Q1: 7,190 shares; 2025Q2: 6,005 shares; 2025Q3: 6,142 shares; 2025Q4: 6,114 shares; 2026Q1: 6,216 shares 6,216 $1.69M 0.16% +102 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,381 shares; 2025Q2: 23,161 shares; 2025Q3: 29,208 shares; 2025Q4: 28,337 shares; 2026Q1: 27,769 shares 27,769 $1.65M 0.16% -568 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,116 shares; 2025Q1: 7,120 shares; 2025Q2: 7,137 shares; 2025Q3: 7,119 shares; 2025Q4: 7,124 shares; 2026Q1: 7,128 shares 7,128 $1.54M 0.15% +4 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,097 shares; 2024Q4: 33,418 shares; 2025Q1: 30,633 shares; 2025Q2: 29,584 shares; 2025Q3: 30,523 shares; 2025Q4: 30,153 shares; 2026Q1: 28,902 shares 28,902 $1.52M 0.14% -1,251 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $1.46M 0.14% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,699 shares; 2024Q4: 30,699 shares; 2025Q1: 34,982 shares; 2025Q2: 43,434 shares; 2025Q3: 43,434 shares; 2025Q4: 43,434 shares; 2026Q1: 64,355 shares 64,355 $1.44M 0.14% +20,921 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: 3,777 shares; 2024Q4: 3,547 shares; 2025Q1: 3,549 shares; 2025Q2: 3,253 shares; 2025Q3: 3,255 shares; 2025Q4: 3,466 shares; 2026Q1: 3,460 shares 3,460 $1.44M 0.14% -6 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,687 shares; 2025Q1: 2,611 shares; 2025Q2: 2,508 shares; 2025Q3: 2,480 shares; 2025Q4: 2,455 shares; 2026Q1: 2,408 shares 2,408 $1.43M 0.14% -47 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 3,577 shares; 2025Q2: 3,707 shares; 2025Q3: 5,007 shares; 2025Q4: 5,007 shares; 2026Q1: 4,921 shares 4,921 $1.39M 0.13% -86 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,419 shares; 2025Q1: 2,320 shares; 2025Q2: 2,326 shares; 2025Q3: 2,544 shares; 2025Q4: 2,294 shares; 2026Q1: 2,424 shares 2,424 $1.39M 0.13% +130 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,778 shares; 2026Q1: 5,073 shares 5,073 $1.38M 0.13% -705 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares 9,250 $1.31M 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,796 shares; 2025Q4: 15,966 shares; 2026Q1: 25,934 shares 25,934 $1.29M 0.12% +9,968 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: 5,439 shares; 2024Q4: 5,445 shares; 2025Q1: 5,262 shares; 2025Q2: 5,284 shares; 2025Q3: 5,290 shares; 2025Q4: 5,204 shares; 2026Q1: 5,207 shares 5,207 $1.29M 0.12% +3 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,864 shares; 2024Q4: 36,956 shares; 2025Q1: 37,047 shares; 2025Q2: 37,144 shares; 2025Q3: 37,243 shares; 2025Q4: 37,248 shares; 2026Q1: 37,252 shares 37,252 $1.28M 0.12% +4 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: 13,975 shares; 2024Q4: 13,217 shares; 2025Q1: 13,217 shares; 2025Q2: 13,009 shares; 2025Q3: 16,373 shares; 2025Q4: 13,819 shares; 2026Q1: 14,057 shares 14,057 $1.27M 0.12% +238 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: 13,016 shares; 2024Q4: 12,870 shares; 2025Q1: 11,480 shares; 2025Q2: 11,520 shares; 2025Q3: 11,080 shares; 2025Q4: 10,239 shares; 2026Q1: 10,215 shares 10,215 $1.27M 0.12% -24 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,923 shares; 2024Q4: 30,923 shares; 2025Q1: 37,293 shares; 2025Q2: 44,938 shares; 2025Q3: 45,924 shares; 2025Q4: 45,924 shares; 2026Q1: 53,832 shares 53,832 $1.23M 0.12% +7,908 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,141 shares; 2025Q1: 9,943 shares; 2025Q2: 10,627 shares; 2025Q3: 10,859 shares; 2025Q4: 10,849 shares; 2026Q1: 11,109 shares 11,109 $1.22M 0.12% +260 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: 16,301 shares; 2024Q4: 50,868 shares; 2025Q1: 44,559 shares; 2025Q2: 44,898 shares; 2025Q3: 42,627 shares; 2025Q4: 39,637 shares; 2026Q1: 39,039 shares 39,039 $1.2M 0.11% -598 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 13,894 shares; 2025Q1: 13,945 shares; 2025Q2: 13,649 shares; 2025Q3: 13,683 shares; 2025Q4: 13,691 shares; 2026Q1: 12,590 shares 12,590 $1.18M 0.11% -1,101 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: 6,238 shares; 2024Q4: 6,143 shares; 2025Q1: 6,983 shares; 2025Q2: 12,137 shares; 2025Q3: 11,612 shares; 2025Q4: 11,277 shares; 2026Q1: 10,640 shares 10,640 $1.17M 0.11% -637 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,642 shares; 2024Q4: 21,569 shares; 2025Q1: 18,761 shares; 2025Q2: 18,710 shares; 2025Q3: 19,014 shares; 2025Q4: 17,261 shares; 2026Q1: 17,262 shares 17,262 $1.17M 0.11% +1 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: 3,092 shares; 2024Q4: 3,180 shares; 2025Q1: 3,505 shares; 2025Q2: 3,524 shares; 2025Q3: 3,719 shares; 2025Q4: 3,713 shares; 2026Q1: 3,887 shares 3,887 $1.14M 0.11% +174 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: 3,486 shares; 2024Q4: 3,488 shares; 2025Q1: 3,491 shares; 2025Q2: 3,551 shares; 2025Q3: 3,535 shares; 2025Q4: 3,541 shares; 2026Q1: 3,543 shares 3,543 $1.13M 0.11% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 14,817 shares; 2025Q1: 14,828 shares; 2025Q2: 14,810 shares; 2025Q3: 14,699 shares; 2025Q4: 10,197 shares; 2026Q1: 8,856 shares 8,856 $1.12M 0.11% -1,341 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: 7,943 shares; 2024Q4: 7,575 shares; 2025Q1: 6,562 shares; 2025Q2: 6,077 shares; 2025Q3: 6,082 shares; 2025Q4: 5,805 shares; 2026Q1: 5,811 shares 5,811 $1.11M 0.11% +6 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,472 shares; 2024Q4: 28,472 shares; 2025Q1: 28,472 shares; 2025Q2: 37,064 shares; 2025Q3: 37,110 shares; 2025Q4: 39,842 shares; 2026Q1: 49,723 shares 49,723 $1.11M 0.11% +9,881 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,706 shares 9,706 $1.1M 0.11% +106 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: 7,213 shares; 2024Q4: 7,936 shares; 2025Q1: 7,810 shares; 2025Q2: 7,976 shares; 2025Q3: 8,219 shares; 2025Q4: 8,754 shares; 2026Q1: 8,853 shares 8,853 $1.1M 0.1% +99 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,438 shares; 2025Q1: 9,482 shares; 2025Q2: 9,501 shares; 2025Q3: 9,546 shares; 2025Q4: 7,430 shares; 2026Q1: 7,462 shares 7,462 $1.09M 0.1% +32 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: 2,915 shares; 2024Q4: 2,846 shares; 2025Q1: 2,838 shares; 2025Q2: 2,821 shares; 2025Q3: 3,709 shares; 2025Q4: 3,590 shares; 2026Q1: 3,498 shares 3,498 $1.08M 0.1% -92 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,993 shares; 2025Q1: 4,789 shares; 2025Q2: 4,818 shares; 2025Q3: 4,776 shares; 2025Q4: 5,440 shares; 2026Q1: 5,453 shares 5,453 $1.08M 0.1% +13 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 10,807 shares; 2025Q1: 10,863 shares; 2025Q2: 10,950 shares; 2025Q3: 11,035 shares; 2025Q4: 11,146 shares; 2026Q1: 12,975 shares 12,975 $1.07M 0.1% +1,829 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,629 shares; 2025Q1: 1,684 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,773 shares; 2026Q1: 1,849 shares 1,849 $1.07M 0.1% +76 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: 24,707 shares; 2024Q4: 23,473 shares; 2025Q1: 23,469 shares; 2025Q2: 18,824 shares; 2025Q3: 13,536 shares; 2025Q4: 13,472 shares; 2026Q1: 13,503 shares 13,503 $1.06M 0.1% +31 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 245 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 248 shares 248 $1.04M 0.1% +4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 408 shares; 2025Q4: 276 shares; 2026Q1: 301 shares 301 $1.02M 0.1% +25 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: 3,717 shares; 2024Q4: 3,633 shares; 2025Q1: 3,782 shares; 2025Q2: 2,680 shares; 2025Q3: 3,169 shares; 2025Q4: 2,839 shares; 2026Q1: 2,728 shares 2,728 $1.01M 0.1% -111 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 11,975 shares; 2025Q4: 11,975 shares; 2026Q1: 11,975 shares 11,975 $1.01M 0.1% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 16,653 shares; 2025Q1: 19,203 shares; 2025Q2: 19,203 shares; 2025Q3: 19,203 shares; 2025Q4: 27,546 shares; 2026Q1: 27,546 shares 27,546 $1.01M 0.1% 0 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: 5,931 shares; 2024Q4: 6,121 shares; 2025Q1: 5,488 shares; 2025Q2: 5,462 shares; 2025Q3: 5,177 shares; 2025Q4: 4,654 shares; 2026Q1: 4,648 shares 4,648 $962K 0.09% -6 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 4,922 shares; 2025Q1: 4,924 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares; 2026Q1: 4,922 shares 4,922 $933K 0.09% 0 Timeline VGSH 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: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 13,555 shares; 2025Q3: 19,671 shares; 2025Q4: 19,949 shares; 2026Q1: 15,937 shares 15,937 $933K 0.09% -4,012 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 5,040 shares; 2025Q3: 5,700 shares; 2025Q4: 13,710 shares; 2026Q1: 18,320 shares 18,320 $924K 0.09% +4,610 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,561 shares; 2025Q1: 3,563 shares; 2025Q2: 3,564 shares; 2025Q3: 3,476 shares; 2025Q4: 3,484 shares; 2026Q1: 3,490 shares 3,490 $908K 0.09% +6 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,769 shares; 2025Q1: 5,417 shares; 2025Q2: 5,420 shares; 2025Q3: 5,425 shares; 2025Q4: 5,334 shares; 2026Q1: 5,320 shares 5,320 $900K 0.09% -14 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,735 shares; 2025Q1: 15,644 shares; 2025Q2: 20,288 shares; 2025Q3: 24,520 shares; 2025Q4: 24,673 shares; 2026Q1: 26,501 shares 26,501 $897K 0.09% +1,828 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,772 shares; 2024Q4: 15,462 shares; 2025Q1: 15,249 shares; 2025Q2: 15,036 shares; 2025Q3: 14,854 shares; 2025Q4: 14,628 shares; 2026Q1: 14,664 shares 14,664 $897K 0.09% +36 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: 11,344 shares; 2024Q4: 11,344 shares; 2025Q1: 10,517 shares; 2025Q2: 10,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,079 shares; 2026Q1: 10,675 shares 10,675 $883K 0.08% +596 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: 10,053 shares; 2024Q4: 10,408 shares; 2025Q1: 10,384 shares; 2025Q2: 10,441 shares; 2025Q3: 10,059 shares; 2025Q4: 11,216 shares; 2026Q1: 11,567 shares 11,567 $880K 0.08% +351 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,683 shares; 2025Q1: 3,281 shares; 2025Q2: 3,282 shares; 2025Q3: 3,961 shares; 2025Q4: 3,964 shares; 2026Q1: 3,959 shares 3,959 $875K 0.08% -5 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 13,001 shares; 2025Q1: 13,015 shares; 2025Q2: 13,004 shares; 2025Q3: 13,004 shares; 2025Q4: 13,016 shares; 2026Q1: 13,016 shares 13,016 $841K 0.08% 0 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: 18,046 shares; 2024Q4: 18,065 shares; 2025Q1: 17,411 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,488 shares 17,488 $840K 0.08% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,662 shares; 2025Q1: 11,669 shares; 2025Q2: 11,671 shares; 2025Q3: 11,670 shares; 2025Q4: 11,674 shares; 2026Q1: 12,794 shares 12,794 $834K 0.08% +1,120 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 9,697 shares; 2025Q1: 9,717 shares; 2025Q2: 17,988 shares; 2025Q3: 17,963 shares; 2025Q4: 17,967 shares; 2026Q1: 17,967 shares 17,967 $834K 0.08% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 37,974 shares; 2025Q3: 38,019 shares; 2025Q4: 38,076 shares; 2026Q1: 38,091 shares 38,091 $832K 0.08% +15 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: 17,050 shares; 2024Q4: 17,050 shares; 2025Q1: 20,603 shares; 2025Q2: 20,605 shares; 2025Q3: 23,793 shares; 2025Q4: 22,665 shares; 2026Q1: 23,333 shares 23,333 $818K 0.08% +668 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,293 shares; 2025Q1: 2,979 shares; 2025Q2: 2,989 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 2,659 shares 2,659 $795K 0.08% -335 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,322 shares; 2025Q1: 3,275 shares; 2025Q2: 3,280 shares; 2025Q3: 3,281 shares; 2025Q4: 3,280 shares; 2026Q1: 3,444 shares 3,444 $778K 0.07% +164 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,347 shares; 2024Q4: 22,197 shares; 2025Q1: 21,468 shares; 2025Q2: 17,628 shares; 2025Q3: 17,815 shares; 2025Q4: 17,800 shares; 2026Q1: 17,448 shares 17,448 $770K 0.07% -352 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: 10,625 shares; 2024Q4: 10,687 shares; 2025Q1: 9,910 shares; 2025Q2: 9,931 shares; 2025Q3: 10,683 shares; 2025Q4: 9,892 shares; 2026Q1: 9,912 shares 9,912 $769K 0.07% +20 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 7,978 shares; 2025Q1: 7,977 shares; 2025Q2: 7,558 shares; 2025Q3: 8,133 shares; 2025Q4: 8,133 shares; 2026Q1: 6,313 shares 6,313 $764K 0.07% -1,820 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,163 shares; 2024Q4: 26,163 shares; 2025Q1: 24,863 shares; 2025Q2: 24,863 shares; 2025Q3: 24,863 shares; 2025Q4: 24,863 shares; 2026Q1: 24,863 shares 24,863 $757K 0.07% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,294 shares; 2026Q1: 8,520 shares 8,520 $751K 0.07% +226 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,936 shares; 2025Q2: 3,161 shares; 2025Q3: 3,163 shares; 2025Q4: 3,160 shares; 2026Q1: 3,485 shares 3,485 $747K 0.07% +325 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,671 shares 8,671 $747K 0.07% new 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: 2,661 shares; 2024Q4: 2,681 shares; 2025Q1: 2,660 shares; 2025Q2: 2,670 shares; 2025Q3: 2,596 shares; 2025Q4: 2,608 shares; 2026Q1: 2,522 shares 2,522 $724K 0.07% -86 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: 4,467 shares; 2024Q4: 4,540 shares; 2025Q1: 4,469 shares; 2025Q2: 4,483 shares; 2025Q3: 4,415 shares; 2025Q4: 4,839 shares; 2026Q1: 4,975 shares 4,975 $719K 0.07% +136 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: 12,254 shares; 2024Q4: 12,254 shares; 2025Q1: 12,254 shares; 2025Q2: 12,254 shares; 2025Q3: 13,276 shares; 2025Q4: 13,419 shares; 2026Q1: 13,419 shares 13,419 $708K 0.07% 0 Timeline VCLT 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: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,812 shares; 2026Q1: 9,162 shares 9,162 $685K 0.07% +350 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: not reported; 2024Q4: not reported; 2025Q1: 12,703 shares; 2025Q2: 12,738 shares; 2025Q3: 14,083 shares; 2025Q4: 9,600 shares; 2026Q1: 9,610 shares 9,610 $681K 0.06% +10 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,337 shares; 2025Q1: 6,352 shares; 2025Q2: 4,493 shares; 2025Q3: 4,962 shares; 2025Q4: 6,336 shares; 2026Q1: 6,066 shares 6,066 $681K 0.06% -270 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,095 shares; 2024Q4: 29,003 shares; 2025Q1: 28,935 shares; 2025Q2: 28,956 shares; 2025Q3: 28,976 shares; 2025Q4: 29,003 shares; 2026Q1: 29,017 shares 29,017 $677K 0.06% +14 Timeline DVY 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: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 4,456 shares; 2026Q1: 4,456 shares 4,456 $675K 0.06% 0 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: 1,696 shares; 2024Q4: 1,916 shares; 2025Q1: 1,934 shares; 2025Q2: 1,939 shares; 2025Q3: 1,968 shares; 2025Q4: 2,180 shares; 2026Q1: 2,157 shares 2,157 $670K 0.06% -23 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: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $661K 0.06% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,595 shares; 2024Q4: 28,980 shares; 2025Q1: 16,573 shares; 2025Q2: 9,876 shares; 2025Q3: 8,877 shares; 2025Q4: 8,901 shares; 2026Q1: 8,410 shares 8,410 $634K 0.06% -491 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: 1,786 shares; 2024Q4: 1,770 shares; 2025Q1: 1,780 shares; 2025Q2: 1,786 shares; 2025Q3: 1,921 shares; 2025Q4: 1,917 shares; 2026Q1: 1,882 shares 1,882 $619K 0.06% -35 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,583 shares; 2026Q1: 3,808 shares 3,808 $610K 0.06% +2,225 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,131 shares; 2025Q1: 1,023 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares; 2025Q4: 1,004 shares; 2026Q1: 1,006 shares 1,006 $608K 0.06% +2 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: 15,618 shares; 2024Q4: 24,295 shares; 2025Q1: 23,831 shares; 2025Q2: 21,924 shares; 2025Q3: 22,056 shares; 2025Q4: 21,440 shares; 2026Q1: 21,582 shares 21,582 $606K 0.06% +142 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: 2,456 shares; 2024Q4: 1,989 shares; 2025Q1: 1,946 shares; 2025Q2: 1,882 shares; 2025Q3: 4,174 shares; 2025Q4: 4,005 shares; 2026Q1: 4,005 shares 4,005 $589K 0.06% 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: 16,215 shares; 2024Q4: 14,759 shares; 2025Q1: 14,606 shares; 2025Q2: 14,672 shares; 2025Q3: 12,972 shares; 2025Q4: 12,126 shares; 2026Q1: 11,704 shares 11,704 $588K 0.06% -422 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 858 shares 858 $584K 0.06% new 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: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,023 shares 2,023 $574K 0.05% +4 Timeline SCHM 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: 11,504 shares; 2024Q4: 32,481 shares; 2025Q1: 23,285 shares; 2025Q2: 19,328 shares; 2025Q3: 18,840 shares; 2025Q4: 17,419 shares; 2026Q1: 18,023 shares 18,023 $558K 0.05% +604 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 6,227 shares; 2025Q1: 6,291 shares; 2025Q2: 6,029 shares; 2025Q3: 6,039 shares; 2025Q4: 5,955 shares; 2026Q1: 5,093 shares 5,093 $555K 0.05% -862 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 4,955 shares; 2025Q2: 4,952 shares; 2025Q3: 4,951 shares; 2025Q4: 4,952 shares; 2026Q1: 4,968 shares 4,968 $554K 0.05% +16 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 1,213 shares; 2025Q1: 1,207 shares; 2025Q2: 986 shares; 2025Q3: 987 shares; 2025Q4: 982 shares; 2026Q1: 2,497 shares 2,497 $541K 0.05% +1,515 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: 4,093 shares; 2024Q4: 4,157 shares; 2025Q1: 3,753 shares; 2025Q2: 3,852 shares; 2025Q3: 3,675 shares; 2025Q4: 3,676 shares; 2026Q1: 3,681 shares 3,681 $535K 0.05% +5 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,181 shares; 2024Q4: 26,181 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 26,181 shares; 2025Q4: 26,181 shares; 2026Q1: 26,181 shares 26,181 $534K 0.05% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 26,997 shares; 2025Q1: 26,997 shares; 2025Q2: 26,997 shares; 2025Q3: 26,997 shares; 2025Q4: 26,997 shares; 2026Q1: 26,997 shares 26,997 $532K 0.05% 0 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: 6,031 shares; 2024Q4: 6,008 shares; 2025Q1: 6,016 shares; 2025Q2: 6,009 shares; 2025Q3: 6,011 shares; 2025Q4: 5,896 shares; 2026Q1: 5,919 shares 5,919 $530K 0.05% +23 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,126 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,522 shares; 2026Q1: 2,522 shares 2,522 $527K 0.05% -1,000 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,241 shares; 2025Q1: 2,247 shares; 2025Q2: 2,200 shares; 2025Q3: 2,206 shares; 2025Q4: 2,216 shares; 2026Q1: 2,222 shares 2,222 $525K 0.05% +6 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 11,539 shares; 2026Q1: 23,192 shares 23,192 $524K 0.05% +11,653 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: 4,662 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 6,148 shares; 2025Q4: 6,339 shares; 2026Q1: 6,339 shares 6,339 $511K 0.05% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,431 shares; 2025Q1: 3,433 shares; 2025Q2: 3,497 shares; 2025Q3: 3,499 shares; 2025Q4: 3,501 shares; 2026Q1: 3,503 shares 3,503 $510K 0.05% +2 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 8,649 shares; 2025Q1: 8,663 shares; 2025Q2: 9,188 shares; 2025Q3: 10,171 shares; 2025Q4: 10,928 shares; 2026Q1: 11,961 shares 11,961 $509K 0.05% +1,033 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: 569 shares; 2025Q3: 566 shares; 2025Q4: 593 shares; 2026Q1: 582 shares 582 $508K 0.05% -11 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: 5,328 shares; 2024Q4: 5,164 shares; 2025Q1: 5,182 shares; 2025Q2: 5,208 shares; 2025Q3: 5,433 shares; 2025Q4: 5,169 shares; 2026Q1: 4,878 shares 4,878 $501K 0.05% -291 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 721 shares; 2025Q3: 724 shares; 2025Q4: 737 shares; 2026Q1: 730 shares 730 $498K 0.05% -7 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 12,257 shares 12,257 $494K 0.05% new Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 24,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 12,674 shares; 2026Q1: 12,674 shares 12,674 $489K 0.05% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,747 shares; 2025Q1: 11,802 shares; 2025Q2: 5,985 shares; 2025Q3: 6,882 shares; 2025Q4: 5,028 shares; 2026Q1: 5,138 shares 5,138 $486K 0.05% +110 Timeline XBI 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: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,587 shares; 2025Q2: 3,727 shares; 2025Q3: 3,789 shares; 2025Q4: 3,886 shares; 2026Q1: 3,786 shares 3,786 $484K 0.05% -100 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 7,227 shares; 2025Q1: 6,028 shares; 2025Q2: 5,567 shares; 2025Q3: 5,574 shares; 2025Q4: 5,237 shares; 2026Q1: 4,472 shares 4,472 $477K 0.05% -765 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,647 shares; 2025Q2: 8,665 shares; 2025Q3: 8,681 shares; 2025Q4: 8,696 shares; 2026Q1: 8,711 shares 8,711 $476K 0.05% +15 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 4,050 shares 4,050 $462K 0.04% +2,010 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,536 shares; 2024Q4: 11,146 shares; 2025Q1: 8,522 shares; 2025Q2: 4,772 shares; 2025Q3: 5,455 shares; 2025Q4: 4,564 shares; 2026Q1: 3,333 shares 3,333 $453K 0.04% -1,231 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,510 shares; 2025Q3: 1,507 shares; 2025Q4: 1,494 shares; 2026Q1: 1,492 shares 1,492 $451K 0.04% -2 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: 7,673 shares; 2025Q2: 6,171 shares; 2025Q3: 6,171 shares; 2025Q4: 6,196 shares; 2026Q1: 6,622 shares 6,622 $451K 0.04% +426 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 8,985 shares; 2025Q1: 7,609 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 6,308 shares; 2026Q1: 6,379 shares 6,379 $445K 0.04% +71 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares 4,622 $442K 0.04% 0 Timeline VGLT 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: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,354 shares; 2025Q3: 8,686 shares; 2025Q4: 8,687 shares; 2026Q1: 7,651 shares 7,651 $424K 0.04% -1,036 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 994 shares; 2026Q1: 993 shares 993 $422K 0.04% -1 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,358 shares 2,358 $408K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,404 shares; 2025Q1: 1,400 shares; 2025Q2: 1,517 shares; 2025Q3: 1,474 shares; 2025Q4: 1,517 shares; 2026Q1: 1,451 shares 1,451 $405K 0.04% -66 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 762 shares; 2025Q2: 782 shares; 2025Q3: 778 shares; 2025Q4: 3,795 shares; 2026Q1: 3,858 shares 3,858 $403K 0.04% +63 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: 3,303 shares; 2024Q4: 3,287 shares; 2025Q1: 3,290 shares; 2025Q2: 3,135 shares; 2025Q3: 3,136 shares; 2025Q4: 3,148 shares; 2026Q1: 3,048 shares 3,048 $399K 0.04% -100 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: 2,747 shares; 2024Q4: 2,433 shares; 2025Q1: 2,438 shares; 2025Q2: 2,378 shares; 2025Q3: 2,382 shares; 2025Q4: 2,337 shares; 2026Q1: 2,166 shares 2,166 $399K 0.04% -171 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,482 shares; 2025Q3: 3,444 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares 3,284 $397K 0.04% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,266 shares; 2025Q1: 5,881 shares; 2025Q2: 5,803 shares; 2025Q3: 5,490 shares; 2025Q4: 5,567 shares; 2026Q1: 5,060 shares 5,060 $397K 0.04% -507 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,724 shares; 2025Q4: 2,560 shares; 2026Q1: 2,591 shares 2,591 $396K 0.04% +31 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 323 shares; 2025Q4: 3,410 shares; 2026Q1: 4,004 shares 4,004 $385K 0.04% +594 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 692 shares 692 $380K 0.04% -76 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: 2,882 shares; 2024Q4: 2,730 shares; 2025Q1: 2,425 shares; 2025Q2: 2,389 shares; 2025Q3: 2,425 shares; 2025Q4: 2,430 shares; 2026Q1: 2,444 shares 2,444 $379K 0.04% +14 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 898 shares; 2025Q1: 901 shares; 2025Q2: 905 shares; 2025Q3: 888 shares; 2025Q4: 893 shares; 2026Q1: 1,040 shares 1,040 $378K 0.04% +147 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,272 shares; 2025Q1: 2,713 shares; 2025Q2: 2,655 shares; 2025Q3: 2,658 shares; 2025Q4: 2,661 shares; 2026Q1: 2,572 shares 2,572 $372K 0.04% -89 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: 373 shares; 2025Q1: 376 shares; 2025Q2: 379 shares; 2025Q3: 383 shares; 2025Q4: 658 shares; 2026Q1: 384 shares 384 $368K 0.04% -274 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 613 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 611 shares 611 $360K 0.03% -1 Timeline IUSV 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 3,513 shares 3,513 $359K 0.03% +553 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,594 shares; 2025Q1: 1,776 shares; 2025Q2: 1,814 shares; 2025Q3: 1,811 shares; 2025Q4: 1,812 shares; 2026Q1: 2,187 shares 2,187 $355K 0.03% +375 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 4,847 shares; 2025Q1: 4,858 shares; 2025Q2: 5,112 shares; 2025Q3: 5,088 shares; 2025Q4: 4,769 shares; 2026Q1: 3,793 shares 3,793 $349K 0.03% -976 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,476 shares; 2025Q4: 11,011 shares; 2026Q1: 11,597 shares 11,597 $348K 0.03% +586 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,359 shares; 2025Q1: 11,388 shares; 2025Q2: 9,419 shares; 2025Q3: 9,906 shares; 2025Q4: 8,951 shares; 2026Q1: 9,995 shares 9,995 $345K 0.03% +1,044 Timeline PPA 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: 2,306 shares; 2024Q4: 2,098 shares; 2025Q1: 2,078 shares; 2025Q2: 2,080 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,084 shares 2,084 $345K 0.03% +1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,211 shares; 2025Q1: 3,214 shares; 2025Q2: 3,084 shares; 2025Q3: 2,872 shares; 2025Q4: 2,877 shares; 2026Q1: 2,878 shares 2,878 $341K 0.03% +1 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 5,009 shares 5,009 $336K 0.03% new Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 18,532 shares; 2025Q1: 18,862 shares; 2025Q2: 18,862 shares; 2025Q3: 18,162 shares; 2025Q4: 18,069 shares; 2026Q1: 17,031 shares 17,031 $333K 0.03% -1,038 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,406 shares; 2025Q1: 3,105 shares; 2025Q2: 2,389 shares; 2025Q3: 2,392 shares; 2025Q4: 2,394 shares; 2026Q1: 2,074 shares 2,074 $331K 0.03% -320 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 6,050 shares; 2026Q1: 4,770 shares 4,770 $326K 0.03% -1,280 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 622 shares; 2025Q4: 604 shares; 2026Q1: 759 shares 759 $323K 0.03% +155 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 5,263 shares; 2025Q1: 5,121 shares; 2025Q2: 5,112 shares; 2025Q3: 5,127 shares; 2025Q4: 5,142 shares; 2026Q1: 5,156 shares 5,156 $319K 0.03% +14 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: 707 shares; 2025Q2: 710 shares; 2025Q3: 730 shares; 2025Q4: 957 shares; 2026Q1: 971 shares 971 $317K 0.03% +14 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,431 shares; 2025Q3: 2,430 shares; 2025Q4: 1,853 shares; 2026Q1: 1,937 shares 1,937 $305K 0.03% +84 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,465 shares; 2025Q1: 1,468 shares; 2025Q2: 1,470 shares; 2025Q3: 1,478 shares; 2025Q4: 1,479 shares; 2026Q1: 1,483 shares 1,483 $302K 0.03% +4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 5,713 shares; 2025Q1: 5,173 shares; 2025Q2: 4,276 shares; 2025Q3: 4,288 shares; 2025Q4: 4,329 shares; 2026Q1: 4,056 shares 4,056 $291K 0.03% -273 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: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,529 shares; 2026Q1: 1,530 shares 1,530 $290K 0.03% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,115 shares; 2025Q1: 1,118 shares; 2025Q2: 1,121 shares; 2025Q3: 1,124 shares; 2025Q4: 1,131 shares; 2026Q1: 1,258 shares 1,258 $289K 0.03% +127 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,338 shares; 2025Q2: 3,938 shares; 2025Q3: 3,949 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares 3,946 $281K 0.03% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares 2,631 $281K 0.03% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 6,562 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,508 shares; 2025Q4: 6,508 shares; 2026Q1: 6,508 shares 6,508 $281K 0.03% 0 Timeline IEF 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: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,016 shares; 2026Q1: 2,933 shares 2,933 $280K 0.03% -83 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 306 shares; 2025Q4: 308 shares; 2026Q1: 310 shares 310 $277K 0.03% +2 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares; 2026Q1: 5,931 shares 5,931 $274K 0.03% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $271K 0.03% 0 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: 812 shares; 2026Q1: 797 shares 797 $269K 0.03% -15 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,013 shares 10,013 $266K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 3,068 shares 3,068 $266K 0.03% +118 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,892 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $265K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 952 shares; 2025Q1: 872 shares; 2025Q2: 838 shares; 2025Q3: 801 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $263K 0.03% 0 Timeline FDVV 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: 4,440 shares; 2024Q4: 4,093 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares; 2026Q1: 4,673 shares 4,673 $258K 0.02% -170 Timeline IBTM 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: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $257K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 3,690 shares; 2026Q1: 3,600 shares 3,600 $256K 0.02% -90 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: 6,356 shares; 2024Q4: 6,551 shares; 2025Q1: 6,355 shares; 2025Q2: 955 shares; 2025Q3: 958 shares; 2025Q4: 888 shares; 2026Q1: 889 shares 889 $255K 0.02% +1 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,041 shares; 2024Q4: 31,470 shares; 2025Q1: 29,401 shares; 2025Q2: 17,990 shares; 2025Q3: 17,412 shares; 2025Q4: 15,871 shares; 2026Q1: 14,950 shares 14,950 $255K 0.02% -921 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: 601 shares; 2024Q4: 606 shares; 2025Q1: 704 shares; 2025Q2: 1,121 shares; 2025Q3: 1,142 shares; 2025Q4: 1,007 shares; 2026Q1: 936 shares 936 $253K 0.02% -71 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,157 shares 9,157 $249K 0.02% new 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: 10,758 shares; 2024Q4: 19,966 shares; 2025Q1: 12,686 shares; 2025Q2: 9,714 shares; 2025Q3: 9,047 shares; 2025Q4: 7,778 shares; 2026Q1: 8,498 shares 8,498 $247K 0.02% +720 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,432 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares 1,428 $247K 0.02% 0 Timeline EZPZ FRANKLIN CRYPTO INDEX ETF More: the full row for FRANKLIN CRYPTO INDEX ETF 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: 14,297 shares 14,297 $246K 0.02% new Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,586 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,586 shares; 2026Q1: 4,586 shares 4,586 $242K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,841 shares; 2025Q1: 16,791 shares; 2025Q2: 10,704 shares; 2025Q3: 6,681 shares; 2025Q4: 3,723 shares; 2026Q1: 4,252 shares 4,252 $241K 0.02% +529 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,523 shares; 2025Q1: 6,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,317 shares; 2026Q1: 6,354 shares 6,354 $240K 0.02% +37 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $239K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,576 shares; 2025Q4: 3,662 shares; 2026Q1: 4,281 shares 4,281 $238K 0.02% +619 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: 15,331 shares; 2024Q4: 10,959 shares; 2025Q1: 9,569 shares; 2025Q2: 9,771 shares; 2025Q3: 9,223 shares; 2025Q4: 8,872 shares; 2026Q1: 8,190 shares 8,190 $237K 0.02% -682 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,053 shares; 2025Q1: 1,055 shares; 2025Q2: 1,060 shares; 2025Q3: 1,055 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $234K 0.02% 0 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: 3,713 shares; 2025Q1: 3,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,764 shares; 2026Q1: 3,789 shares 3,789 $230K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares; 2025Q4: 4,210 shares; 2026Q1: 4,691 shares 4,691 $229K 0.02% +481 Timeline IWR 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: 2,355 shares; 2024Q4: 2,372 shares; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares 2,316 $225K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $222K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares 391 $220K 0.02% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,467 shares; 2025Q2: 6,544 shares; 2025Q3: 7,605 shares; 2025Q4: 5,164 shares; 2026Q1: 5,202 shares 5,202 $220K 0.02% +38 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,110 shares 1,110 $219K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $219K 0.02% new 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: 3,171 shares; 2024Q4: 3,171 shares; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares 3,171 $218K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,926 shares; 2025Q1: 1,747 shares; 2025Q2: 1,755 shares; 2025Q3: 1,732 shares; 2025Q4: 1,776 shares; 2026Q1: 1,665 shares 1,665 $218K 0.02% -111 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,783 shares; 2025Q1: 2,881 shares; 2025Q2: 2,887 shares; 2025Q3: 2,861 shares; 2025Q4: 2,707 shares; 2026Q1: 2,668 shares 2,668 $218K 0.02% -39 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,299 shares 2,299 $214K 0.02% new Timeline VNQI 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: 8,550 shares; 2024Q4: 7,424 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 7,236 shares; 2025Q4: 6,621 shares; 2026Q1: 4,795 shares 4,795 $213K 0.02% -1,826 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 4,627 shares; 2025Q3: 4,636 shares; 2025Q4: 4,577 shares; 2026Q1: 4,590 shares 4,590 $208K 0.02% +13 Timeline URTH 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: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares 1,148 $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: not reported; 2026Q1: 1,218 shares 1,218 $206K 0.02% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares 2,448 $205K 0.02% 0 Timeline XMHQ 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: 2,559 shares; 2024Q4: 4,698 shares; 2025Q1: not reported; 2025Q2: 2,063 shares; 2025Q3: 1,989 shares; 2025Q4: 1,993 shares; 2026Q1: 1,970 shares 1,970 $204K 0.02% -23 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 4,529 shares; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,529 shares 4,529 $201K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares 1,831 $201K 0.02% 0 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares 3,980 $200K 0.02% 0 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG 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: not reported; 2026Q1: 10,806 shares 10,806 $93.9K 0.01% new 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: 12,806 shares; 2024Q4: 12,806 shares; 2025Q1: 12,806 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares; 2026Q1: 12,806 shares 12,806 $65.3K 0.01% 0 Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 10,164 shares; 2026Q1: 10,164 shares 10,164 $28.9K <0.01% 0 Timeline