SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623,819 shares; 2024Q4: 5,471,058 shares; 2025Q1: 7,561,706 shares; 2025Q2: 11,576,097 shares; 2025Q3: 12,987,719 shares; 2025Q4: 13,933,649 shares; 2026Q1: 15,506,947 shares 15,506,947 $384M 5.27% +1,573,298 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: 2,768,791 shares; 2024Q4: 2,882,033 shares; 2025Q1: 2,995,835 shares; 2025Q2: 2,991,381 shares; 2025Q3: 3,384,749 shares; 2025Q4: 3,032,282 shares; 2026Q1: 4,241,740 shares 4,241,740 $312M 4.29% +1,209,458 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,241 shares; 2025Q1: 5,159 shares; 2025Q2: 6,018 shares; 2025Q3: 2,796,205 shares; 2025Q4: 3,199,150 shares; 2026Q1: 3,985,848 shares 3,985,848 $305M 4.19% +786,698 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: 509,991 shares; 2024Q4: 698,798 shares; 2025Q1: 700,210 shares; 2025Q2: 751,238 shares; 2025Q3: 748,550 shares; 2025Q4: 751,550 shares; 2026Q1: 763,357 shares 763,357 $194M 2.66% +11,807 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478,730 shares; 2024Q4: 1,570,328 shares; 2025Q1: 1,676,916 shares; 2025Q2: 1,845,989 shares; 2025Q3: 1,782,186 shares; 2025Q4: 1,796,051 shares; 2026Q1: 2,023,823 shares 2,023,823 $192M 2.64% +227,772 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,958 shares; 2024Q4: 697,987 shares; 2025Q1: 853,297 shares; 2025Q2: 683,378 shares; 2025Q3: 798,638 shares; 2025Q4: 1,570,243 shares; 2026Q1: 1,995,891 shares 1,995,891 $183M 2.51% +425,648 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: 306,024 shares; 2024Q4: 368,878 shares; 2025Q1: 369,773 shares; 2025Q2: 417,304 shares; 2025Q3: 415,381 shares; 2025Q4: 420,935 shares; 2026Q1: 434,515 shares 434,515 $161M 2.21% +13,580 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594,229 shares; 2024Q4: 1,550,892 shares; 2025Q1: 1,664,133 shares; 2025Q2: 1,865,976 shares; 2025Q3: 1,880,415 shares; 2025Q4: 1,899,067 shares; 2026Q1: 2,067,115 shares 2,067,115 $154M 2.11% +168,048 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: 89,638 shares; 2024Q4: 98,066 shares; 2025Q1: 104,586 shares; 2025Q2: 102,454 shares; 2025Q3: 112,500 shares; 2025Q4: 109,553 shares; 2026Q1: 215,468 shares 215,468 $141M 1.93% +105,915 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: 397,462 shares; 2024Q4: 386,048 shares; 2025Q1: 387,977 shares; 2025Q2: 400,636 shares; 2025Q3: 263,399 shares; 2025Q4: 251,378 shares; 2026Q1: 224,787 shares 224,787 $130M 1.78% -26,591 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026,138 shares; 2024Q4: 2,939,857 shares; 2025Q1: 3,068,519 shares; 2025Q2: 2,765,762 shares; 2025Q3: 2,516,252 shares; 2025Q4: 1,280,494 shares; 2026Q1: 1,144,439 shares 1,144,439 $115M 1.58% -136,055 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: 1,403,810 shares; 2024Q4: 1,476,093 shares; 2025Q1: 1,548,778 shares; 2025Q2: 1,670,525 shares; 2025Q3: 1,833,056 shares; 2025Q4: 1,935,670 shares; 2026Q1: 2,079,525 shares 2,079,525 $109M 1.5% +143,855 Timeline QLTA 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: 1,607,666 shares; 2024Q4: 1,621,534 shares; 2025Q1: 1,675,092 shares; 2025Q2: 1,781,753 shares; 2025Q3: 2,003,669 shares; 2025Q4: 2,031,746 shares; 2026Q1: 2,270,586 shares 2,270,586 $108M 1.48% +238,840 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: not reported; 2025Q3: 353,156 shares; 2025Q4: 384,096 shares; 2026Q1: 438,348 shares 438,348 $104M 1.43% +54,252 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: 394,163 shares; 2024Q4: 503,974 shares; 2025Q1: 475,284 shares; 2025Q2: 555,546 shares; 2025Q3: 482,088 shares; 2025Q4: 547,953 shares; 2026Q1: 567,381 shares 567,381 $99M 1.36% +19,428 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,747 shares; 2024Q4: 272,145 shares; 2025Q1: 281,118 shares; 2025Q2: 292,178 shares; 2025Q3: 301,100 shares; 2025Q4: 297,275 shares; 2026Q1: 305,028 shares 305,028 $97.9M 1.34% +7,753 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: 485,119 shares; 2024Q4: 581,078 shares; 2025Q1: 539,611 shares; 2025Q2: 727,675 shares; 2025Q3: 644,914 shares; 2025Q4: 634,709 shares; 2026Q1: 1,072,589 shares 1,072,589 $97.1M 1.33% +437,880 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: 213,958 shares; 2024Q4: 304,569 shares; 2025Q1: 305,819 shares; 2025Q2: 354,191 shares; 2025Q3: 408,001 shares; 2025Q4: 429,028 shares; 2026Q1: 458,063 shares 458,063 $95.4M 1.31% +29,035 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606,151 shares; 2025Q4: 1,629,961 shares; 2026Q1: 1,866,239 shares 1,866,239 $94.5M 1.3% +236,278 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670,965 shares; 2024Q4: 2,613,335 shares; 2025Q1: 2,600,115 shares; 2025Q2: 2,732,847 shares; 2025Q3: 2,178,919 shares; 2025Q4: 2,186,558 shares; 2026Q1: 2,166,552 shares 2,166,552 $85.5M 1.18% -20,006 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: 197,342 shares; 2024Q4: 292,304 shares; 2025Q1: 281,851 shares; 2025Q2: 283,427 shares; 2025Q3: 284,827 shares; 2025Q4: 299,173 shares; 2026Q1: 287,762 shares 287,762 $82.5M 1.13% -11,411 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: 100,281 shares; 2024Q4: 128,563 shares; 2025Q1: 137,644 shares; 2025Q2: 132,765 shares; 2025Q3: 147,136 shares; 2025Q4: 149,365 shares; 2026Q1: 130,673 shares 130,673 $78.1M 1.07% -18,692 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470,951 shares; 2024Q4: 1,406,801 shares; 2025Q1: 1,480,996 shares; 2025Q2: 1,551,780 shares; 2025Q3: 1,075,339 shares; 2025Q4: 1,030,497 shares; 2026Q1: 956,076 shares 956,076 $75.2M 1.03% -74,421 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: not reported; 2024Q4: not reported; 2025Q1: 4,618 shares; 2025Q2: 25,873 shares; 2025Q3: 817,502 shares; 2025Q4: 982,888 shares; 2026Q1: 1,369,577 shares 1,369,577 $74M 1.02% +386,689 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: 52,120 shares; 2024Q4: 57,229 shares; 2025Q1: 158,813 shares; 2025Q2: 162,588 shares; 2025Q3: 153,004 shares; 2025Q4: 152,365 shares; 2026Q1: 1,365,610 shares 1,365,610 $68.1M 0.94% +1,213,245 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: 577,883 shares; 2024Q4: 533,801 shares; 2025Q1: 365,095 shares; 2025Q2: 351,199 shares; 2025Q3: 348,329 shares; 2025Q4: 350,260 shares; 2026Q1: 399,687 shares 399,687 $66.2M 0.91% +49,427 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 553,253 shares; 2025Q4: 567,221 shares; 2026Q1: 636,348 shares 636,348 $63M 0.87% +69,127 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459,719 shares; 2025Q4: 1,694,732 shares; 2026Q1: 2,300,864 shares 2,300,864 $60.5M 0.83% +606,132 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656,214 shares; 2024Q4: 697,434 shares; 2025Q1: 723,475 shares; 2025Q2: 771,617 shares; 2025Q3: 356,907 shares; 2025Q4: 330,081 shares; 2026Q1: 277,079 shares 277,079 $58.5M 0.8% -53,002 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: 1,244,952 shares; 2024Q4: 1,223,880 shares; 2025Q1: 1,250,062 shares; 2025Q2: 1,148,014 shares; 2025Q3: 432,034 shares; 2025Q4: 409,551 shares; 2026Q1: 300,753 shares 300,753 $57.7M 0.79% -108,798 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,215 shares; 2024Q4: 462,544 shares; 2025Q1: 808,032 shares; 2025Q2: 833,755 shares; 2025Q3: 784,560 shares; 2025Q4: 937,237 shares; 2026Q1: 563,677 shares 563,677 $56.7M 0.78% -373,560 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 16,411 shares; 2025Q1: 16,112 shares; 2025Q2: 19,472 shares; 2025Q3: 708,945 shares; 2025Q4: 674,231 shares; 2026Q1: 573,057 shares 573,057 $56.1M 0.77% -101,174 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: 423,273 shares; 2024Q4: 459,571 shares; 2025Q1: 485,486 shares; 2025Q2: 552,861 shares; 2025Q3: 585,428 shares; 2025Q4: 678,547 shares; 2026Q1: 684,544 shares 684,544 $53.7M 0.74% +5,997 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: 1,088,592 shares; 2024Q4: 870,795 shares; 2025Q1: 814,737 shares; 2025Q2: 897,817 shares; 2025Q3: 852,641 shares; 2025Q4: 820,987 shares; 2026Q1: 836,440 shares 836,440 $53.6M 0.74% +15,453 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: 107,968 shares; 2024Q4: 104,513 shares; 2025Q1: 102,630 shares; 2025Q2: 113,102 shares; 2025Q3: 135,371 shares; 2025Q4: 148,667 shares; 2026Q1: 170,970 shares 170,970 $49.2M 0.68% +22,303 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: 65,232 shares; 2024Q4: 65,045 shares; 2025Q1: 64,256 shares; 2025Q2: 258,750 shares; 2025Q3: 295,723 shares; 2025Q4: 313,048 shares; 2026Q1: 344,533 shares 344,533 $48.7M 0.67% +31,485 Timeline JPLD 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: 548,073 shares; 2024Q4: 580,867 shares; 2025Q1: 600,504 shares; 2025Q2: 698,739 shares; 2025Q3: 741,365 shares; 2025Q4: 891,312 shares; 2026Q1: 918,297 shares 918,297 $47.9M 0.66% +26,985 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: 279,793 shares; 2024Q4: 308,583 shares; 2025Q1: 313,962 shares; 2025Q2: 358,901 shares; 2025Q3: 485,689 shares; 2025Q4: 448,293 shares; 2026Q1: 482,175 shares 482,175 $47.9M 0.66% +33,882 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: 348,289 shares; 2024Q4: 352,541 shares; 2025Q1: 372,309 shares; 2025Q2: 593,428 shares; 2025Q3: 531,999 shares; 2025Q4: 593,454 shares; 2026Q1: 532,827 shares 532,827 $46.2M 0.63% -60,627 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: 25,283 shares; 2024Q4: 27,680 shares; 2025Q1: 28,377 shares; 2025Q2: 58,567 shares; 2025Q3: 68,683 shares; 2025Q4: 76,768 shares; 2026Q1: 70,737 shares 70,737 $46M 0.63% -6,031 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533,768 shares; 2025Q4: 631,056 shares; 2026Q1: 743,651 shares 743,651 $44M 0.61% +112,595 Timeline DFIS 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: 1,031,475 shares; 2025Q3: 1,175,521 shares; 2025Q4: 1,217,756 shares; 2026Q1: 1,296,966 shares 1,296,966 $43.7M 0.6% +79,210 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: 968,598 shares; 2024Q4: 931,823 shares; 2025Q1: 927,696 shares; 2025Q2: 1,021,889 shares; 2025Q3: 506,822 shares; 2025Q4: 487,790 shares; 2026Q1: 441,120 shares 441,120 $42.9M 0.59% -46,670 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: 66,517 shares; 2024Q4: 104,595 shares; 2025Q1: 105,219 shares; 2025Q2: 121,436 shares; 2025Q3: 126,034 shares; 2025Q4: 134,705 shares; 2026Q1: 133,569 shares 133,569 $39.3M 0.54% -1,136 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: 525,982 shares; 2024Q4: 598,708 shares; 2025Q1: 648,769 shares; 2025Q2: 750,230 shares; 2025Q3: 753,685 shares; 2025Q4: 780,869 shares; 2026Q1: 815,121 shares 815,121 $37.7M 0.52% +34,252 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: 41,159 shares; 2024Q4: 48,528 shares; 2025Q1: 52,424 shares; 2025Q2: 60,340 shares; 2025Q3: 61,295 shares; 2025Q4: 59,555 shares; 2026Q1: 63,958 shares 63,958 $36.6M 0.5% +4,403 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717,558 shares 717,558 $36.6M 0.5% new Timeline CGIB 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: 1,398,038 shares; 2026Q1: 1,447,179 shares 1,447,179 $36.5M 0.5% +49,141 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 466,942 shares; 2025Q4: 604,208 shares; 2026Q1: 1,000,871 shares 1,000,871 $34.9M 0.48% +396,663 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,802 shares; 2024Q4: 186,433 shares; 2025Q1: 275,804 shares; 2025Q2: 325,596 shares; 2025Q3: 400,957 shares; 2025Q4: 375,605 shares; 2026Q1: 326,254 shares 326,254 $34.4M 0.47% -49,351 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,560 shares; 2024Q4: 263,806 shares; 2025Q1: 260,498 shares; 2025Q2: 317,006 shares; 2025Q3: 394,501 shares; 2025Q4: 389,626 shares; 2026Q1: 353,753 shares 353,753 $34.4M 0.47% -35,873 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,543 shares; 2024Q4: 434,598 shares; 2025Q1: 452,995 shares; 2025Q2: 464,730 shares; 2025Q3: 579,485 shares; 2025Q4: 597,894 shares; 2026Q1: 645,623 shares 645,623 $33.5M 0.46% +47,729 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: 69,835 shares; 2024Q4: 97,414 shares; 2025Q1: 93,669 shares; 2025Q2: 275,656 shares; 2025Q3: 210,797 shares; 2025Q4: 196,861 shares; 2026Q1: 488,068 shares 488,068 $33M 0.45% +291,207 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: 23,691 shares; 2024Q4: 73,542 shares; 2025Q1: 73,957 shares; 2025Q2: 78,172 shares; 2025Q3: 79,588 shares; 2025Q4: 70,659 shares; 2026Q1: 68,032 shares 68,032 $32.6M 0.45% -2,627 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 39,940 shares; 2025Q1: 9,872 shares; 2025Q2: 5,189 shares; 2025Q3: 7,014 shares; 2025Q4: 600,206 shares; 2026Q1: 641,375 shares 641,375 $31.7M 0.44% +41,169 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: 23,104 shares; 2024Q4: 23,040 shares; 2025Q1: 25,925 shares; 2025Q2: 197,607 shares; 2025Q3: 206,318 shares; 2025Q4: 224,662 shares; 2026Q1: 221,090 shares 221,090 $31.5M 0.43% -3,572 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: 242,102 shares; 2024Q4: 228,667 shares; 2025Q1: 222,904 shares; 2025Q2: 183,507 shares; 2025Q3: 123,925 shares; 2025Q4: 119,442 shares; 2026Q1: 114,000 shares 114,000 $29.9M 0.41% -5,442 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270,757 shares; 2024Q4: 2,424,844 shares; 2025Q1: 2,520,756 shares; 2025Q2: 2,569,651 shares; 2025Q3: 1,372,251 shares; 2025Q4: 1,195,177 shares; 2026Q1: 1,238,514 shares 1,238,514 $29.6M 0.41% +43,337 Timeline JTEK 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: 265,413 shares; 2025Q1: 245,779 shares; 2025Q2: 348,356 shares; 2025Q3: 351,577 shares; 2025Q4: 361,341 shares; 2026Q1: 366,799 shares 366,799 $29.2M 0.4% +5,458 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,883 shares; 2024Q4: 19,907 shares; 2025Q1: 19,292 shares; 2025Q2: 267,994 shares; 2025Q3: 283,115 shares; 2025Q4: 296,183 shares; 2026Q1: 303,573 shares 303,573 $29M 0.4% +7,390 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: 43,617 shares; 2024Q4: 198,387 shares; 2025Q1: 201,507 shares; 2025Q2: 214,318 shares; 2025Q3: 221,658 shares; 2025Q4: 234,335 shares; 2026Q1: 231,083 shares 231,083 $28.7M 0.39% -3,252 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: 54,258 shares; 2024Q4: 77,894 shares; 2025Q1: 74,905 shares; 2025Q2: 84,014 shares; 2025Q3: 92,310 shares; 2025Q4: 94,903 shares; 2026Q1: 92,365 shares 92,365 $28.6M 0.39% -2,538 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: 64,000 shares; 2024Q4: 119,200 shares; 2025Q1: 116,803 shares; 2025Q2: 127,806 shares; 2025Q3: 119,329 shares; 2025Q4: 118,289 shares; 2026Q1: 115,900 shares 115,900 $28.3M 0.39% -2,389 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032,109 shares 1,032,109 $25.6M 0.35% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 12,979 shares; 2025Q1: 13,077 shares; 2025Q2: 19,782 shares; 2025Q3: 20,186 shares; 2025Q4: 25,305 shares; 2026Q1: 25,253 shares 25,253 $25.2M 0.35% -52 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963,963 shares; 2024Q4: 913,241 shares; 2025Q1: 945,945 shares; 2025Q2: 1,007,601 shares; 2025Q3: 730,373 shares; 2025Q4: 686,162 shares; 2026Q1: 594,399 shares 594,399 $24.3M 0.33% -91,763 Timeline EAGG 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: 189,248 shares; 2025Q3: 428,785 shares; 2025Q4: 475,243 shares; 2026Q1: 502,181 shares 502,181 $23.9M 0.33% +26,938 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405,830 shares 405,830 $23.6M 0.32% new 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: 300,223 shares; 2024Q4: 280,792 shares; 2025Q1: 261,472 shares; 2025Q2: 258,936 shares; 2025Q3: 251,640 shares; 2025Q4: 250,874 shares; 2026Q1: 250,995 shares 250,995 $23.3M 0.32% +121 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,899 shares; 2025Q4: 381,412 shares; 2026Q1: 457,735 shares 457,735 $22.1M 0.3% +76,323 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: 66,333 shares; 2024Q4: 119,940 shares; 2025Q1: 120,205 shares; 2025Q2: 140,965 shares; 2025Q3: 141,439 shares; 2025Q4: 143,314 shares; 2026Q1: 149,167 shares 149,167 $21.5M 0.3% +5,853 Timeline CATF 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: 369,266 shares; 2025Q4: 376,469 shares; 2026Q1: 411,846 shares 411,846 $20.5M 0.28% +35,377 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,865 shares; 2024Q4: 30,065 shares; 2025Q1: 29,831 shares; 2025Q2: 41,988 shares; 2025Q3: 36,687 shares; 2025Q4: 34,390 shares; 2026Q1: 33,113 shares 33,113 $20.4M 0.28% -1,277 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: 7,019 shares; 2024Q4: 13,313 shares; 2025Q1: 13,276 shares; 2025Q2: 18,319 shares; 2025Q3: 19,766 shares; 2025Q4: 21,055 shares; 2026Q1: 22,144 shares 22,144 $20.4M 0.28% +1,089 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 14,932 shares; 2025Q1: 19,460 shares; 2025Q2: 21,524 shares; 2025Q3: 21,594 shares; 2025Q4: 22,460 shares; 2026Q1: 22,755 shares 22,755 $19.3M 0.26% +295 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,551 shares; 2024Q4: 35,551 shares; 2025Q1: 35,552 shares; 2025Q2: 35,424 shares; 2025Q3: 46,714 shares; 2025Q4: 45,722 shares; 2026Q1: 46,039 shares 46,039 $18.8M 0.26% +317 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,706 shares; 2024Q4: 158,447 shares; 2025Q1: 142,895 shares; 2025Q2: 137,395 shares; 2025Q3: 140,540 shares; 2025Q4: 149,157 shares; 2026Q1: 641,756 shares 641,756 $18.7M 0.26% +492,599 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 582,036 shares; 2026Q1: 344,645 shares 344,645 $18.2M 0.25% -237,391 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: 8,789 shares; 2024Q4: 23,016 shares; 2025Q1: 21,315 shares; 2025Q2: 71,000 shares; 2025Q3: 64,393 shares; 2025Q4: 61,691 shares; 2026Q1: 145,288 shares 145,288 $18.1M 0.25% +83,597 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: 24,954 shares; 2024Q4: 36,819 shares; 2025Q1: 41,768 shares; 2025Q2: 46,779 shares; 2025Q3: 46,528 shares; 2025Q4: 46,211 shares; 2026Q1: 47,763 shares 47,763 $17.8M 0.24% +1,552 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: 4,491 shares; 2024Q4: 22,887 shares; 2025Q1: 22,562 shares; 2025Q2: 23,095 shares; 2025Q3: 23,762 shares; 2025Q4: 24,057 shares; 2026Q1: 24,974 shares 24,974 $17.7M 0.24% +917 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: 21,740 shares; 2024Q4: 41,181 shares; 2025Q1: 41,656 shares; 2025Q2: 50,562 shares; 2025Q3: 50,175 shares; 2025Q4: 53,138 shares; 2026Q1: 53,725 shares 53,725 $17.7M 0.24% +587 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: 12,877 shares; 2024Q4: 15,422 shares; 2025Q1: 27,413 shares; 2025Q2: 45,525 shares; 2025Q3: 43,991 shares; 2025Q4: 41,734 shares; 2026Q1: 40,637 shares 40,637 $17.3M 0.24% -1,097 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: 25,839 shares; 2024Q4: 38,173 shares; 2025Q1: 40,387 shares; 2025Q2: 54,115 shares; 2025Q3: 57,658 shares; 2025Q4: 57,625 shares; 2026Q1: 56,918 shares 56,918 $17.2M 0.24% -707 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,217 shares; 2024Q4: 79,339 shares; 2025Q1: 76,512 shares; 2025Q2: 66,723 shares; 2025Q3: 67,018 shares; 2025Q4: 133,209 shares; 2026Q1: 128,992 shares 128,992 $17.1M 0.24% -4,217 Timeline PAPR 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: 613,224 shares; 2024Q4: 563,347 shares; 2025Q1: 560,859 shares; 2025Q2: 548,755 shares; 2025Q3: 529,232 shares; 2025Q4: 473,524 shares; 2026Q1: 415,761 shares 415,761 $16.5M 0.23% -57,763 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115,781 shares; 2025Q4: 1,115,781 shares; 2026Q1: 1,115,781 shares 1,115,781 $16.5M 0.23% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,642 shares; 2024Q4: 755,238 shares; 2025Q1: 827,357 shares; 2025Q2: 875,242 shares; 2025Q3: 1,265,249 shares; 2025Q4: 1,394,378 shares; 2026Q1: 690,679 shares 690,679 $15.9M 0.22% -703,699 Timeline IAPR 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: 717,037 shares; 2024Q4: 665,895 shares; 2025Q1: 662,547 shares; 2025Q2: 651,568 shares; 2025Q3: 637,454 shares; 2025Q4: 580,197 shares; 2026Q1: 499,732 shares 499,732 $15.8M 0.22% -80,465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,121 shares; 2025Q3: 130,471 shares; 2025Q4: 138,867 shares; 2026Q1: 147,785 shares 147,785 $15.8M 0.22% +8,918 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,250 shares; 2024Q4: 339,790 shares; 2025Q1: 362,423 shares; 2025Q2: 428,112 shares; 2025Q3: 453,239 shares; 2025Q4: 520,153 shares; 2026Q1: 536,598 shares 536,598 $15.7M 0.22% +16,445 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: 160,252 shares; 2024Q4: 164,914 shares; 2025Q1: 171,551 shares; 2025Q2: 195,123 shares; 2025Q3: 200,814 shares; 2025Q4: 198,979 shares; 2026Q1: 219,323 shares 219,323 $15.3M 0.21% +20,344 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,996 shares; 2024Q4: 139,849 shares; 2025Q1: 169,508 shares; 2025Q2: 213,630 shares; 2025Q3: 299,046 shares; 2025Q4: 309,688 shares; 2026Q1: 295,716 shares 295,716 $15M 0.21% -13,972 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: 122,611 shares; 2024Q4: 99,295 shares; 2025Q1: 97,256 shares; 2025Q2: 102,885 shares; 2025Q3: 82,433 shares; 2025Q4: 81,446 shares; 2026Q1: 74,365 shares 74,365 $14.6M 0.2% -7,081 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: 4,656 shares; 2024Q4: 5,015 shares; 2025Q1: 5,811 shares; 2025Q2: 9,835 shares; 2025Q3: 23,549 shares; 2025Q4: 30,572 shares; 2026Q1: 33,224 shares 33,224 $14.3M 0.2% +2,652 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: 31,917 shares; 2024Q4: 44,002 shares; 2025Q1: 45,833 shares; 2025Q2: 53,927 shares; 2025Q3: 58,953 shares; 2025Q4: 62,487 shares; 2026Q1: 65,314 shares 65,314 $14.2M 0.2% +2,827 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: 26,891 shares; 2024Q4: 40,770 shares; 2025Q1: 38,266 shares; 2025Q2: 54,831 shares; 2025Q3: 57,991 shares; 2025Q4: 77,978 shares; 2026Q1: 83,461 shares 83,461 $14.2M 0.19% +5,483 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: 226,462 shares; 2024Q4: 261,444 shares; 2025Q1: 319,774 shares; 2025Q2: 358,277 shares; 2025Q3: 382,340 shares; 2025Q4: 391,530 shares; 2026Q1: 396,884 shares 396,884 $14.1M 0.19% +5,354 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: 26,703 shares; 2024Q4: 69,946 shares; 2025Q1: 73,307 shares; 2025Q2: 77,850 shares; 2025Q3: 82,245 shares; 2025Q4: 90,990 shares; 2026Q1: 67,632 shares 67,632 $14M 0.19% -23,358 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: 15,853 shares; 2024Q4: 13,618 shares; 2025Q1: 13,618 shares; 2025Q2: 121,002 shares; 2025Q3: 121,600 shares; 2025Q4: 122,917 shares; 2026Q1: 120,791 shares 120,791 $13.6M 0.19% -2,126 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,991 shares; 2024Q4: 211,039 shares; 2025Q1: 214,153 shares; 2025Q2: 216,246 shares; 2025Q3: 116,387 shares; 2025Q4: 115,586 shares; 2026Q1: 117,270 shares 117,270 $13.3M 0.18% +1,684 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: 75,087 shares; 2024Q4: 69,034 shares; 2025Q1: 67,432 shares; 2025Q2: 62,373 shares; 2025Q3: 75,115 shares; 2025Q4: 75,029 shares; 2026Q1: 61,594 shares 61,594 $13.2M 0.18% -13,435 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,874 shares; 2024Q4: 629,831 shares; 2025Q1: 649,521 shares; 2025Q2: 711,979 shares; 2025Q3: 1,070,100 shares; 2025Q4: 1,163,045 shares; 2026Q1: 253,946 shares 253,946 $12.9M 0.18% -909,099 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: 19,798 shares; 2024Q4: 235,310 shares; 2025Q1: 234,976 shares; 2025Q2: 293,810 shares; 2025Q3: 268,712 shares; 2025Q4: 274,846 shares; 2026Q1: 261,230 shares 261,230 $12.7M 0.17% -13,616 Timeline DFSB 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: 329,164 shares; 2025Q4: 327,647 shares; 2026Q1: 245,066 shares 245,066 $12.7M 0.17% -82,581 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,173 shares; 2024Q4: 46,129 shares; 2025Q1: 46,909 shares; 2025Q2: 46,915 shares; 2025Q3: 51,778 shares; 2025Q4: 52,270 shares; 2026Q1: 52,248 shares 52,248 $12.7M 0.17% -22 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,963 shares; 2024Q4: 95,751 shares; 2025Q1: 85,946 shares; 2025Q2: 89,856 shares; 2025Q3: 85,430 shares; 2025Q4: 88,150 shares; 2026Q1: 127,597 shares 127,597 $12.3M 0.17% +39,447 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 12,575 shares; 2025Q1: 12,370 shares; 2025Q2: 12,464 shares; 2025Q3: 12,503 shares; 2025Q4: 12,425 shares; 2026Q1: 12,531 shares 12,531 $12.3M 0.17% +106 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: 69,978 shares; 2024Q4: 92,360 shares; 2025Q1: 101,107 shares; 2025Q2: 104,345 shares; 2025Q3: 103,351 shares; 2025Q4: 103,690 shares; 2026Q1: 99,531 shares 99,531 $12M 0.16% -4,159 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: 7,262 shares; 2024Q4: 9,501 shares; 2025Q1: 9,490 shares; 2025Q2: 8,523 shares; 2025Q3: 8,986 shares; 2025Q4: 91,494 shares; 2026Q1: 124,141 shares 124,141 $11.9M 0.16% +32,647 Timeline NYF 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: 294,642 shares; 2024Q4: 313,317 shares; 2025Q1: 314,380 shares; 2025Q2: 317,818 shares; 2025Q3: 261,353 shares; 2025Q4: 271,955 shares; 2026Q1: 223,119 shares 223,119 $11.9M 0.16% -48,836 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: 51,174 shares; 2024Q4: 82,350 shares; 2025Q1: 63,356 shares; 2025Q2: 63,697 shares; 2025Q3: 64,432 shares; 2025Q4: 39,392 shares; 2026Q1: 37,932 shares 37,932 $11.8M 0.16% -1,460 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $11.5M 0.16% 0 Timeline GMNY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,786 shares; 2025Q4: 291,606 shares; 2026Q1: 228,210 shares 228,210 $11.3M 0.16% -63,396 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: not reported; 2024Q4: 7,726 shares; 2025Q1: 7,690 shares; 2025Q2: 7,365 shares; 2025Q3: 7,344 shares; 2025Q4: 22,806 shares; 2026Q1: 23,420 shares 23,420 $11.1M 0.15% +614 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,461 shares; 2025Q3: 84,352 shares; 2025Q4: 82,008 shares; 2026Q1: 66,330 shares 66,330 $10.7M 0.15% -15,678 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 18,479 shares; 2025Q1: 20,345 shares; 2025Q2: 62,103 shares; 2025Q3: 75,491 shares; 2025Q4: 77,371 shares; 2026Q1: 78,825 shares 78,825 $10.3M 0.14% +1,454 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: 63,871 shares; 2024Q4: 99,823 shares; 2025Q1: 97,799 shares; 2025Q2: 109,722 shares; 2025Q3: 107,986 shares; 2025Q4: 107,769 shares; 2026Q1: 111,200 shares 111,200 $9.96M 0.14% +3,431 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,870 shares; 2024Q4: 12,522 shares; 2025Q1: 13,029 shares; 2025Q2: 22,604 shares; 2025Q3: 23,947 shares; 2025Q4: 25,643 shares; 2026Q1: 28,841 shares 28,841 $9.86M 0.14% +3,198 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 43,245 shares; 2025Q1: 43,724 shares; 2025Q2: 42,303 shares; 2025Q3: 50,391 shares; 2025Q4: 57,455 shares; 2026Q1: 61,965 shares 61,965 $9.62M 0.13% +4,510 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,980 shares; 2024Q4: 27,176 shares; 2025Q1: 27,195 shares; 2025Q2: 27,132 shares; 2025Q3: 45,323 shares; 2025Q4: 46,143 shares; 2026Q1: 46,958 shares 46,958 $9.57M 0.13% +815 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,550 shares; 2025Q1: 30,307 shares; 2025Q2: 30,215 shares; 2025Q3: 30,638 shares; 2025Q4: 31,924 shares; 2026Q1: 31,434 shares 31,434 $9.51M 0.13% -490 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,366 shares; 2024Q4: 37,366 shares; 2025Q1: 34,004 shares; 2025Q2: 34,268 shares; 2025Q3: 34,235 shares; 2025Q4: 34,426 shares; 2026Q1: 34,732 shares 34,732 $9.39M 0.13% +306 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: 14,326 shares; 2024Q4: 21,496 shares; 2025Q1: 22,113 shares; 2025Q2: 24,975 shares; 2025Q3: 23,973 shares; 2025Q4: 23,234 shares; 2026Q1: 22,075 shares 22,075 $9.39M 0.13% -1,159 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,653 shares; 2025Q4: 142,581 shares; 2026Q1: 385,152 shares 385,152 $9.34M 0.13% +242,571 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: 21,245 shares; 2024Q4: 21,662 shares; 2025Q1: 21,735 shares; 2025Q2: 38,136 shares; 2025Q3: 38,758 shares; 2025Q4: 39,351 shares; 2026Q1: 40,377 shares 40,377 $9.28M 0.13% +1,026 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 28,301 shares; 2025Q1: 26,951 shares; 2025Q2: 25,857 shares; 2025Q3: 25,411 shares; 2025Q4: 26,087 shares; 2026Q1: 25,947 shares 25,947 $9.24M 0.13% -140 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: 4,112 shares; 2024Q4: 14,503 shares; 2025Q1: 13,870 shares; 2025Q2: 18,559 shares; 2025Q3: 15,811 shares; 2025Q4: 15,337 shares; 2026Q1: 16,259 shares 16,259 $9.16M 0.13% +922 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,382 shares; 2025Q3: 181,848 shares; 2025Q4: 194,148 shares; 2026Q1: 198,455 shares 198,455 $9.02M 0.12% +4,307 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,699 shares; 2024Q4: 259,408 shares; 2025Q1: 259,583 shares; 2025Q2: 258,840 shares; 2025Q3: 280,930 shares; 2025Q4: 293,370 shares; 2026Q1: 401,307 shares 401,307 $8.91M 0.12% +107,937 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,528 shares; 2025Q1: 155,006 shares; 2025Q2: 10,359 shares; 2025Q3: 16,171 shares; 2025Q4: 15,991 shares; 2026Q1: 46,022 shares 46,022 $8.83M 0.12% +30,031 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: 17,652 shares; 2024Q4: 65,699 shares; 2025Q1: 70,423 shares; 2025Q2: 77,677 shares; 2025Q3: 81,832 shares; 2025Q4: 66,567 shares; 2026Q1: 59,395 shares 59,395 $8.74M 0.12% -7,172 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,890 shares; 2025Q1: 127,720 shares; 2025Q2: 124,815 shares; 2025Q3: 119,708 shares; 2025Q4: 120,532 shares; 2026Q1: 118,557 shares 118,557 $8.59M 0.12% -1,975 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,501 shares; 2024Q4: 83,090 shares; 2025Q1: 80,881 shares; 2025Q2: 81,238 shares; 2025Q3: 79,945 shares; 2025Q4: 78,217 shares; 2026Q1: 70,771 shares 70,771 $8.58M 0.12% -7,446 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,421 shares; 2025Q4: 206,356 shares; 2026Q1: 229,565 shares 229,565 $8.44M 0.12% +23,209 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: 9,643 shares; 2024Q4: 90,519 shares; 2025Q1: 85,959 shares; 2025Q2: 119,485 shares; 2025Q3: 109,680 shares; 2025Q4: 181,154 shares; 2026Q1: 110,818 shares 110,818 $8.43M 0.12% -70,336 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: 16,604 shares; 2024Q4: 15,088 shares; 2025Q1: 15,502 shares; 2025Q2: 20,180 shares; 2025Q3: 23,208 shares; 2025Q4: 24,020 shares; 2026Q1: 28,656 shares 28,656 $8.23M 0.11% +4,636 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,329 shares; 2025Q4: 173,051 shares; 2026Q1: 172,951 shares 172,951 $8.14M 0.11% -100 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: 63,021 shares; 2024Q4: 67,341 shares; 2025Q1: 82,124 shares; 2025Q2: 90,995 shares; 2025Q3: 92,959 shares; 2025Q4: 92,977 shares; 2026Q1: 95,166 shares 95,166 $8.07M 0.11% +2,189 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,059 shares; 2025Q4: 210,756 shares; 2026Q1: 330,998 shares 330,998 $8.02M 0.11% +120,242 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176,053 shares; 2025Q1: 170,554 shares; 2025Q2: 169,785 shares; 2025Q3: 184,161 shares; 2025Q4: 183,054 shares; 2026Q1: 185,159 shares 185,159 $7.91M 0.11% +2,105 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: 6,756 shares; 2024Q4: 8,759 shares; 2025Q1: 9,759 shares; 2025Q2: 29,988 shares; 2025Q3: 30,343 shares; 2025Q4: 29,089 shares; 2026Q1: 31,659 shares 31,659 $7.85M 0.11% +2,570 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 132,431 shares; 2025Q4: 134,205 shares; 2026Q1: 138,494 shares 138,494 $7.76M 0.11% +4,289 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,605 shares; 2024Q4: 36,096 shares; 2025Q1: 38,854 shares; 2025Q2: 41,399 shares; 2025Q3: 42,379 shares; 2025Q4: 39,330 shares; 2026Q1: 38,091 shares 38,091 $7.55M 0.1% -1,239 Timeline XJH 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: 136,719 shares; 2025Q3: 157,044 shares; 2025Q4: 155,412 shares; 2026Q1: 165,268 shares 165,268 $7.5M 0.1% +9,856 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,330 shares; 2025Q3: 103,644 shares; 2025Q4: 110,956 shares; 2026Q1: 104,182 shares 104,182 $7.47M 0.1% -6,774 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: 4,381 shares; 2024Q4: 6,225 shares; 2025Q1: 5,671 shares; 2025Q2: 6,980 shares; 2025Q3: 7,418 shares; 2025Q4: 7,762 shares; 2026Q1: 8,304 shares 8,304 $7.43M 0.1% +542 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: 3,595 shares; 2024Q4: 3,697 shares; 2025Q1: 3,474 shares; 2025Q2: 3,934 shares; 2025Q3: 4,057 shares; 2025Q4: 19,878 shares; 2026Q1: 23,286 shares 23,286 $7.41M 0.1% +3,408 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: 60,759 shares; 2024Q4: 59,538 shares; 2025Q1: 55,828 shares; 2025Q2: 59,039 shares; 2025Q3: 58,463 shares; 2025Q4: 56,327 shares; 2026Q1: 50,452 shares 50,452 $7.36M 0.1% -5,875 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 65,639 shares; 2025Q1: 63,546 shares; 2025Q2: 64,630 shares; 2025Q3: 64,377 shares; 2025Q4: 64,534 shares; 2026Q1: 63,325 shares 63,325 $7.18M 0.1% -1,209 Timeline PAUG 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: 211,485 shares; 2024Q4: 210,476 shares; 2025Q1: 208,798 shares; 2025Q2: 205,657 shares; 2025Q3: 201,588 shares; 2025Q4: 178,076 shares; 2026Q1: 164,790 shares 164,790 $7.04M 0.1% -13,286 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,152 shares; 2024Q4: 56,387 shares; 2025Q1: 56,387 shares; 2025Q2: 56,365 shares; 2025Q3: 56,364 shares; 2025Q4: 56,246 shares; 2026Q1: 56,181 shares 56,181 $7.02M 0.1% -65 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795,137 shares; 2024Q4: 1,909,177 shares; 2025Q1: 1,999,125 shares; 2025Q2: 1,971,695 shares; 2025Q3: 153,234 shares; 2025Q4: 149,500 shares; 2026Q1: 143,476 shares 143,476 $7.01M 0.1% -6,024 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,154 shares; 2025Q3: 81,620 shares; 2025Q4: 80,493 shares; 2026Q1: 150,550 shares 150,550 $6.96M 0.1% +70,057 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 18,228 shares; 2025Q1: 20,132 shares; 2025Q2: 22,398 shares; 2025Q3: 22,684 shares; 2025Q4: 14,201 shares; 2026Q1: 13,929 shares 13,929 $6.96M 0.1% -272 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: 106,936 shares; 2024Q4: 114,045 shares; 2025Q1: 112,521 shares; 2025Q2: 113,320 shares; 2025Q3: 111,365 shares; 2025Q4: 111,878 shares; 2026Q1: 111,818 shares 111,818 $6.78M 0.09% -60 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,830 shares; 2025Q4: 219,858 shares; 2026Q1: 265,068 shares 265,068 $6.71M 0.09% +45,210 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,251 shares; 2025Q3: 10,258 shares; 2025Q4: 10,299 shares; 2026Q1: 10,443 shares 10,443 $6.63M 0.09% +144 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: 82,117 shares; 2024Q4: 180,316 shares; 2025Q1: 175,192 shares; 2025Q2: 173,898 shares; 2025Q3: 199,997 shares; 2025Q4: 220,217 shares; 2026Q1: 215,108 shares 215,108 $6.6M 0.09% -5,109 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,036 shares; 2024Q4: 81,296 shares; 2025Q1: 74,246 shares; 2025Q2: 69,961 shares; 2025Q3: 78,671 shares; 2025Q4: 82,701 shares; 2026Q1: 84,930 shares 84,930 $6.55M 0.09% +2,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,412 shares; 2026Q1: 22,813 shares 22,813 $6.44M 0.09% +1,401 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: 197,603 shares; 2024Q4: 219,700 shares; 2025Q1: 233,234 shares; 2025Q2: 235,455 shares; 2025Q3: 236,259 shares; 2025Q4: 234,803 shares; 2026Q1: 228,295 shares 228,295 $6.41M 0.09% -6,508 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: 12,436 shares; 2024Q4: 64,832 shares; 2025Q1: 62,279 shares; 2025Q2: 71,847 shares; 2025Q3: 76,953 shares; 2025Q4: 81,035 shares; 2026Q1: 82,581 shares 82,581 $6.41M 0.09% +1,546 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,060 shares; 2025Q4: 115,136 shares; 2026Q1: 120,530 shares 120,530 $6.36M 0.09% +5,394 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,758 shares; 2024Q4: 21,102 shares; 2025Q1: 23,233 shares; 2025Q2: 30,950 shares; 2025Q3: 34,278 shares; 2025Q4: 36,421 shares; 2026Q1: 39,724 shares 39,724 $6.34M 0.09% +3,303 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: 2,768 shares; 2024Q4: 7,848 shares; 2025Q1: 6,974 shares; 2025Q2: 7,067 shares; 2025Q3: 7,654 shares; 2025Q4: 7,383 shares; 2026Q1: 7,191 shares 7,191 $6.28M 0.09% -192 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 5,780 shares; 2025Q1: 12,326 shares; 2025Q2: 29,555 shares; 2025Q3: 29,046 shares; 2025Q4: 29,157 shares; 2026Q1: 29,130 shares 29,130 $6.22M 0.09% -27 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: 979 shares; 2024Q4: 6,390 shares; 2025Q1: 9,941 shares; 2025Q2: 13,520 shares; 2025Q3: 15,431 shares; 2025Q4: 16,634 shares; 2026Q1: 18,990 shares 18,990 $6.19M 0.09% +2,356 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: 19,844 shares; 2024Q4: 23,433 shares; 2025Q1: 23,199 shares; 2025Q2: 29,290 shares; 2025Q3: 32,726 shares; 2025Q4: 35,813 shares; 2026Q1: 31,521 shares 31,521 $6.08M 0.08% -4,292 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,174 shares; 2024Q4: 35,028 shares; 2025Q1: 28,964 shares; 2025Q2: 352,070 shares; 2025Q3: 179,393 shares; 2025Q4: 156,091 shares; 2026Q1: 57,214 shares 57,214 $6.07M 0.08% -98,877 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,452 shares; 2024Q4: 28,431 shares; 2025Q1: 29,527 shares; 2025Q2: 27,833 shares; 2025Q3: 29,683 shares; 2025Q4: 31,802 shares; 2026Q1: 29,005 shares 29,005 $5.97M 0.08% -2,797 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,392 shares; 2024Q4: 60,935 shares; 2025Q1: 66,307 shares; 2025Q2: 65,827 shares; 2025Q3: 64,506 shares; 2025Q4: 63,077 shares; 2026Q1: 60,579 shares 60,579 $5.96M 0.08% -2,498 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 33,802 shares; 2025Q1: 33,066 shares; 2025Q2: 31,678 shares; 2025Q3: 32,736 shares; 2025Q4: 32,813 shares; 2026Q1: 32,117 shares 32,117 $5.85M 0.08% -696 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,025 shares; 2024Q4: 545,737 shares; 2025Q1: 559,172 shares; 2025Q2: 569,684 shares; 2025Q3: 190,196 shares; 2025Q4: 197,312 shares; 2026Q1: 54,617 shares 54,617 $5.82M 0.08% -142,695 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 11,506 shares; 2025Q1: 11,436 shares; 2025Q2: 28,226 shares; 2025Q3: 29,081 shares; 2025Q4: 27,359 shares; 2026Q1: 12,476 shares 12,476 $5.78M 0.08% -14,883 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,489 shares; 2024Q4: 6,569 shares; 2025Q1: 7,976 shares; 2025Q2: 8,987 shares; 2025Q3: 34,104 shares; 2025Q4: 37,325 shares; 2026Q1: 41,440 shares 41,440 $5.78M 0.08% +4,115 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: 104,603 shares; 2024Q4: 112,543 shares; 2025Q1: 116,063 shares; 2025Q2: 118,430 shares; 2025Q3: 35,192 shares; 2025Q4: 37,161 shares; 2026Q1: 38,590 shares 38,590 $5.72M 0.08% +1,429 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,320 shares; 2025Q1: 127,230 shares; 2025Q2: 140,714 shares; 2025Q3: 152,881 shares; 2025Q4: 164,273 shares; 2026Q1: 167,558 shares 167,558 $5.7M 0.08% +3,285 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,490 shares; 2024Q4: 27,490 shares; 2025Q1: 27,510 shares; 2025Q2: 27,568 shares; 2025Q3: 27,606 shares; 2025Q4: 27,588 shares; 2026Q1: 27,597 shares 27,597 $5.65M 0.08% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,280 shares; 2026Q1: 122,098 shares 122,098 $5.57M 0.08% +77,818 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,579 shares; 2025Q1: 67,162 shares; 2025Q2: 64,761 shares; 2025Q3: 65,150 shares; 2025Q4: 65,166 shares; 2026Q1: 65,050 shares 65,050 $5.53M 0.08% -116 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 8,127 shares; 2025Q1: 8,327 shares; 2025Q2: 9,006 shares; 2025Q3: 10,223 shares; 2025Q4: 9,540 shares; 2026Q1: 11,024 shares 11,024 $5.47M 0.08% +1,484 Timeline DFSU 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: 140,660 shares; 2025Q4: 142,845 shares; 2026Q1: 132,540 shares 132,540 $5.45M 0.07% -10,305 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 17,463 shares; 2025Q1: 17,400 shares; 2025Q2: 18,610 shares; 2025Q3: 17,991 shares; 2025Q4: 18,177 shares; 2026Q1: 18,199 shares 18,199 $5.31M 0.07% +22 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,620 shares; 2025Q4: 137,620 shares; 2026Q1: 164,456 shares 164,456 $5.3M 0.07% +26,836 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,564 shares; 2025Q3: 74,950 shares; 2025Q4: 76,753 shares; 2026Q1: 74,310 shares 74,310 $5.22M 0.07% -2,443 Timeline JAVA 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: 98,789 shares; 2025Q3: 83,870 shares; 2025Q4: 72,368 shares; 2026Q1: 70,998 shares 70,998 $5.09M 0.07% -1,370 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 191,441 shares; 2025Q1: 191,824 shares; 2025Q2: 192,130 shares; 2025Q3: 191,900 shares; 2025Q4: 191,954 shares; 2026Q1: 192,043 shares 192,043 $5.09M 0.07% +89 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,264 shares; 2024Q4: 26,262 shares; 2025Q1: 26,927 shares; 2025Q2: 23,884 shares; 2025Q3: 24,132 shares; 2025Q4: 25,145 shares; 2026Q1: 25,506 shares 25,506 $5.08M 0.07% +361 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,299 shares; 2024Q4: 125,277 shares; 2025Q1: 124,020 shares; 2025Q2: 124,432 shares; 2025Q3: 125,581 shares; 2025Q4: 127,402 shares; 2026Q1: 123,124 shares 123,124 $5.05M 0.07% -4,278 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: 40,203 shares; 2024Q4: 34,018 shares; 2025Q1: 33,213 shares; 2025Q2: 69,966 shares; 2025Q3: 63,296 shares; 2025Q4: 62,058 shares; 2026Q1: 64,194 shares 64,194 $5.03M 0.07% +2,136 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: 2,509 shares; 2024Q4: 19,825 shares; 2025Q1: 19,905 shares; 2025Q2: 20,918 shares; 2025Q3: 20,478 shares; 2025Q4: 19,764 shares; 2026Q1: 18,864 shares 18,864 $4.91M 0.07% -900 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: 15,759 shares; 2024Q4: 10,923 shares; 2025Q1: 12,107 shares; 2025Q2: 15,651 shares; 2025Q3: 12,276 shares; 2025Q4: 13,116 shares; 2026Q1: 11,130 shares 11,130 $4.86M 0.07% -1,986 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,021 shares; 2024Q4: 120,041 shares; 2025Q1: 120,041 shares; 2025Q2: 120,481 shares; 2025Q3: 120,596 shares; 2025Q4: 124,601 shares; 2026Q1: 144,803 shares 144,803 $4.77M 0.07% +20,202 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: 2,870 shares; 2024Q4: 8,827 shares; 2025Q1: 9,224 shares; 2025Q2: 14,475 shares; 2025Q3: 16,600 shares; 2025Q4: 16,587 shares; 2026Q1: 16,782 shares 16,782 $4.76M 0.07% +195 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,189 shares; 2024Q4: 208,724 shares; 2025Q1: 189,395 shares; 2025Q2: 158,686 shares; 2025Q3: 102,600 shares; 2025Q4: 101,239 shares; 2026Q1: 101,382 shares 101,382 $4.76M 0.07% +143 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: 26,224 shares; 2024Q4: 38,079 shares; 2025Q1: 37,713 shares; 2025Q2: 38,636 shares; 2025Q3: 39,025 shares; 2025Q4: 39,343 shares; 2026Q1: 35,722 shares 35,722 $4.72M 0.06% -3,621 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,506 shares; 2024Q4: 30,182 shares; 2025Q1: 28,961 shares; 2025Q2: 29,307 shares; 2025Q3: 21,362 shares; 2025Q4: 22,274 shares; 2026Q1: 23,083 shares 23,083 $4.7M 0.06% +809 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 19,028 shares; 2025Q1: 18,616 shares; 2025Q2: 18,279 shares; 2025Q3: 18,468 shares; 2025Q4: 20,267 shares; 2026Q1: 19,651 shares 19,651 $4.64M 0.06% -616 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,300 shares; 2024Q4: 152,180 shares; 2025Q1: 151,677 shares; 2025Q2: 104,176 shares; 2025Q3: 102,688 shares; 2025Q4: 102,473 shares; 2026Q1: 92,969 shares 92,969 $4.63M 0.06% -9,504 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,576 shares; 2024Q4: 16,681 shares; 2025Q1: 16,832 shares; 2025Q2: 17,127 shares; 2025Q3: 17,189 shares; 2025Q4: 17,229 shares; 2026Q1: 17,268 shares 17,268 $4.61M 0.06% +39 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,234 shares; 2024Q4: 35,867 shares; 2025Q1: 44,693 shares; 2025Q2: 45,958 shares; 2025Q3: 62,392 shares; 2025Q4: 61,422 shares; 2026Q1: 60,698 shares 60,698 $4.37M 0.06% -724 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: 24,002 shares; 2024Q4: 20,799 shares; 2025Q1: 17,110 shares; 2025Q2: 24,644 shares; 2025Q3: 28,968 shares; 2025Q4: 29,507 shares; 2026Q1: 28,729 shares 28,729 $4.35M 0.06% -778 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: not reported; 2024Q4: 80,301 shares; 2025Q1: 74,293 shares; 2025Q2: 69,739 shares; 2025Q3: 68,365 shares; 2025Q4: 65,872 shares; 2026Q1: 60,259 shares 60,259 $4.3M 0.06% -5,613 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,038 shares; 2024Q4: 142,197 shares; 2025Q1: 144,124 shares; 2025Q2: 263,766 shares; 2025Q3: 180,660 shares; 2025Q4: 178,543 shares; 2026Q1: 184,364 shares 184,364 $4.27M 0.06% +5,821 Timeline PJUL 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: 140,357 shares; 2024Q4: 135,081 shares; 2025Q1: 133,865 shares; 2025Q2: 130,712 shares; 2025Q3: 125,230 shares; 2025Q4: 108,862 shares; 2026Q1: 92,709 shares 92,709 $4.26M 0.06% -16,153 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: 4,381 shares; 2024Q4: 4,276 shares; 2025Q1: 4,344 shares; 2025Q2: 5,647 shares; 2025Q3: 5,629 shares; 2025Q4: 27,121 shares; 2026Q1: 40,663 shares 40,663 $4.25M 0.06% +13,542 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 5,783 shares; 2025Q1: 6,568 shares; 2025Q2: 8,035 shares; 2025Q3: 9,075 shares; 2025Q4: 9,834 shares; 2026Q1: 9,518 shares 9,518 $4.25M 0.06% -316 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,960 shares; 2024Q4: 12,466 shares; 2025Q1: 13,719 shares; 2025Q2: 16,579 shares; 2025Q3: 21,544 shares; 2025Q4: 23,088 shares; 2026Q1: 31,792 shares 31,792 $4.2M 0.06% +8,704 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,035 shares; 2025Q4: 210,538 shares; 2026Q1: 117,677 shares 117,677 $4.2M 0.06% -92,861 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: 3,086 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,256 shares 48,256 $4.18M 0.06% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 16,473 shares; 2026Q1: 17,487 shares 17,487 $4.17M 0.06% +1,014 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,698 shares; 2024Q4: 41,739 shares; 2025Q1: 41,900 shares; 2025Q2: 42,781 shares; 2025Q3: 42,846 shares; 2025Q4: 46,133 shares; 2026Q1: 44,206 shares 44,206 $4.15M 0.06% -1,927 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 28,724 shares 28,724 $4.08M 0.06% +27,238 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,090 shares; 2025Q4: 27,090 shares; 2026Q1: 80,746 shares 80,746 $4.07M 0.06% +53,656 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,925 shares; 2025Q3: 106,336 shares; 2025Q4: 87,468 shares; 2026Q1: 84,866 shares 84,866 $3.99M 0.05% -2,602 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: 12,101 shares; 2024Q4: 14,786 shares; 2025Q1: 15,552 shares; 2025Q2: 20,605 shares; 2025Q3: 19,987 shares; 2025Q4: 20,987 shares; 2026Q1: 35,439 shares 35,439 $3.95M 0.05% +14,452 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 1,756 shares; 2025Q2: 1,843 shares; 2025Q3: 2,060 shares; 2025Q4: 24,347 shares; 2026Q1: 25,209 shares 25,209 $3.92M 0.05% +862 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 8,505 shares; 2025Q1: 7,706 shares; 2025Q2: 7,688 shares; 2025Q3: 7,727 shares; 2025Q4: 21,769 shares; 2026Q1: 19,668 shares 19,668 $3.88M 0.05% -2,101 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 12,025 shares; 2025Q1: 16,504 shares; 2025Q2: 19,562 shares; 2025Q3: 22,636 shares; 2025Q4: 22,809 shares; 2026Q1: 24,210 shares 24,210 $3.88M 0.05% +1,401 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 15,446 shares; 2025Q1: 15,427 shares; 2025Q2: 15,486 shares; 2025Q3: 15,505 shares; 2025Q4: 15,488 shares; 2026Q1: 15,482 shares 15,482 $3.87M 0.05% -6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,401 shares; 2024Q4: 43,564 shares; 2025Q1: 43,609 shares; 2025Q2: 78,278 shares; 2025Q3: 81,684 shares; 2025Q4: 76,113 shares; 2026Q1: 67,683 shares 67,683 $3.84M 0.05% -8,430 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 18,518 shares; 2025Q1: 18,669 shares; 2025Q2: 18,540 shares; 2025Q3: 18,670 shares; 2025Q4: 18,684 shares; 2026Q1: 18,686 shares 18,686 $3.82M 0.05% +2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 1,404 shares; 2025Q1: 2,366 shares; 2025Q2: 3,186 shares; 2025Q3: 3,466 shares; 2025Q4: 3,742 shares; 2026Q1: 4,897 shares 4,897 $3.78M 0.05% +1,155 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: 5,840 shares; 2024Q4: 6,016 shares; 2025Q1: 8,791 shares; 2025Q2: 17,354 shares; 2025Q3: 10,677 shares; 2025Q4: 10,461 shares; 2026Q1: 10,615 shares 10,615 $3.73M 0.05% +154 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: 120,422 shares; 2024Q4: 108,619 shares; 2025Q1: 102,757 shares; 2025Q2: 72,969 shares; 2025Q3: 64,706 shares; 2025Q4: 50,960 shares; 2026Q1: 44,908 shares 44,908 $3.72M 0.05% -6,052 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,947 shares; 2025Q4: 114,129 shares; 2026Q1: 77,365 shares 77,365 $3.7M 0.05% -36,764 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,472 shares; 2025Q4: 98,697 shares; 2026Q1: 102,680 shares 102,680 $3.67M 0.05% +3,983 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,918 shares; 2025Q4: 43,812 shares; 2026Q1: 39,599 shares 39,599 $3.65M 0.05% -4,213 Timeline SOXX 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: 9,912 shares; 2024Q4: 10,911 shares; 2025Q1: 14,689 shares; 2025Q2: 13,211 shares; 2025Q3: 12,736 shares; 2025Q4: 12,530 shares; 2026Q1: 11,116 shares 11,116 $3.65M 0.05% -1,414 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: 69,677 shares; 2024Q4: 134,789 shares; 2025Q1: 121,128 shares; 2025Q2: 115,204 shares; 2025Q3: 93,324 shares; 2025Q4: 113,146 shares; 2026Q1: 117,208 shares 117,208 $3.63M 0.05% +4,062 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: 14,461 shares; 2024Q4: 22,344 shares; 2025Q1: 22,735 shares; 2025Q2: 21,629 shares; 2025Q3: 24,822 shares; 2025Q4: 26,399 shares; 2026Q1: 26,647 shares 26,647 $3.62M 0.05% +248 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,653 shares; 2024Q4: 227,759 shares; 2025Q1: 178,497 shares; 2025Q2: 162,397 shares; 2025Q3: 153,232 shares; 2025Q4: 150,847 shares; 2026Q1: 72,508 shares 72,508 $3.6M 0.05% -78,339 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,968 shares; 2025Q4: 241,273 shares; 2026Q1: 136,746 shares 136,746 $3.58M 0.05% -104,527 Timeline BBUS 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: 34,631 shares; 2025Q4: 33,673 shares; 2026Q1: 30,556 shares 30,556 $3.58M 0.05% -3,117 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: 13,909 shares; 2024Q4: 18,376 shares; 2025Q1: 17,922 shares; 2025Q2: 21,081 shares; 2025Q3: 25,036 shares; 2025Q4: 26,412 shares; 2026Q1: 26,824 shares 26,824 $3.51M 0.05% +412 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: 3,002 shares; 2025Q1: 4,104 shares; 2025Q2: 4,717 shares; 2025Q3: 6,067 shares; 2025Q4: 6,629 shares; 2026Q1: 10,316 shares 10,316 $3.49M 0.05% +3,687 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 16,968 shares; 2025Q1: 16,624 shares; 2025Q2: 18,287 shares; 2025Q3: 17,759 shares; 2025Q4: 19,669 shares; 2026Q1: 21,177 shares 21,177 $3.49M 0.05% +1,508 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: 2,862 shares; 2024Q4: 2,863 shares; 2025Q1: 3,631 shares; 2025Q2: 25,757 shares; 2025Q3: 25,706 shares; 2025Q4: 31,932 shares; 2026Q1: 41,754 shares 41,754 $3.45M 0.05% +9,822 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 14,157 shares; 2025Q1: 14,139 shares; 2025Q2: 14,202 shares; 2025Q3: 14,212 shares; 2025Q4: 14,367 shares; 2026Q1: 14,242 shares 14,242 $3.45M 0.05% -125 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 664 shares; 2025Q1: 603 shares; 2025Q2: 25,588 shares; 2025Q3: 30,327 shares; 2025Q4: 32,475 shares; 2026Q1: 37,004 shares 37,004 $3.42M 0.05% +4,529 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 6,569 shares; 2025Q1: 6,721 shares; 2025Q2: 7,679 shares; 2025Q3: 9,133 shares; 2025Q4: 9,982 shares; 2026Q1: 9,472 shares 9,472 $3.39M 0.05% -510 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: 1,861 shares; 2025Q3: 2,238 shares; 2025Q4: 2,475 shares; 2026Q1: 9,342 shares 9,342 $3.33M 0.05% +6,867 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,497 shares; 2025Q4: 95,233 shares; 2026Q1: 142,265 shares 142,265 $3.31M 0.05% +47,032 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: 28,722 shares; 2024Q4: 31,414 shares; 2025Q1: 31,359 shares; 2025Q2: 30,252 shares; 2025Q3: 30,675 shares; 2025Q4: 32,534 shares; 2026Q1: 28,148 shares 28,148 $3.24M 0.04% -4,386 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,416 shares; 2025Q1: 3,608 shares; 2025Q2: 23,880 shares; 2025Q3: 25,476 shares; 2025Q4: 29,512 shares; 2026Q1: 36,140 shares 36,140 $3.19M 0.04% +6,628 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,308 shares; 2024Q4: 15,774 shares; 2025Q1: 17,305 shares; 2025Q2: 19,140 shares; 2025Q3: 20,825 shares; 2025Q4: 22,024 shares; 2026Q1: 21,732 shares 21,732 $3.18M 0.04% -292 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 5,169 shares; 2025Q1: 4,912 shares; 2025Q2: 5,986 shares; 2025Q3: 6,544 shares; 2025Q4: 6,928 shares; 2026Q1: 7,130 shares 7,130 $3.11M 0.04% +202 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,185 shares; 2024Q4: 35,166 shares; 2025Q1: 35,455 shares; 2025Q2: 37,337 shares; 2025Q3: 38,509 shares; 2025Q4: 41,048 shares; 2026Q1: 39,067 shares 39,067 $3.11M 0.04% -1,981 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,730 shares; 2024Q4: 48,080 shares; 2025Q1: 28,581 shares; 2025Q2: 26,670 shares; 2025Q3: 27,020 shares; 2025Q4: 54,594 shares; 2026Q1: 50,829 shares 50,829 $3.1M 0.04% -3,765 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 13,694 shares; 2025Q1: 13,698 shares; 2025Q2: 14,543 shares; 2025Q3: 14,624 shares; 2025Q4: 14,816 shares; 2026Q1: 14,819 shares 14,819 $3.1M 0.04% +3 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: 21,778 shares; 2024Q4: 16,657 shares; 2025Q1: 15,949 shares; 2025Q2: 15,995 shares; 2025Q3: 16,835 shares; 2025Q4: 16,670 shares; 2026Q1: 16,765 shares 16,765 $3.09M 0.04% +95 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 19,342 shares; 2025Q1: 19,184 shares; 2025Q2: 22,547 shares; 2025Q3: 11,987 shares; 2025Q4: 14,911 shares; 2026Q1: 16,453 shares 16,453 $3.07M 0.04% +1,542 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,280 shares; 2024Q4: 41,698 shares; 2025Q1: 41,698 shares; 2025Q2: 41,708 shares; 2025Q3: 41,915 shares; 2025Q4: 41,829 shares; 2026Q1: 41,795 shares 41,795 $3.04M 0.04% -34 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 29,679 shares; 2025Q1: 28,511 shares; 2025Q2: 102,639 shares; 2025Q3: 70,941 shares; 2025Q4: 69,892 shares; 2026Q1: 64,267 shares 64,267 $3.02M 0.04% -5,625 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: 3,259 shares; 2024Q4: 2,979 shares; 2025Q1: 2,901 shares; 2025Q2: 2,988 shares; 2025Q3: 4,443 shares; 2025Q4: 4,287 shares; 2026Q1: 4,144 shares 4,144 $2.89M 0.04% -143 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,310 shares; 2024Q4: 108,217 shares; 2025Q1: 86,684 shares; 2025Q2: 82,042 shares; 2025Q3: 80,029 shares; 2025Q4: 77,886 shares; 2026Q1: 67,727 shares 67,727 $2.87M 0.04% -10,159 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: 3,027 shares; 2024Q4: 5,577 shares; 2025Q1: 5,572 shares; 2025Q2: 6,288 shares; 2025Q3: 7,020 shares; 2025Q4: 7,502 shares; 2026Q1: 8,735 shares 8,735 $2.86M 0.04% +1,233 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,998 shares; 2024Q4: 68,381 shares; 2025Q1: 85,028 shares; 2025Q2: 71,557 shares; 2025Q3: 96,962 shares; 2025Q4: 107,014 shares; 2026Q1: 124,309 shares 124,309 $2.85M 0.04% +17,295 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,510 shares; 2025Q1: 5,603 shares; 2025Q2: 5,678 shares; 2025Q3: 5,592 shares; 2025Q4: 5,903 shares; 2026Q1: 5,794 shares 5,794 $2.85M 0.04% -109 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: 7,071 shares; 2024Q4: 8,895 shares; 2025Q1: 7,760 shares; 2025Q2: 8,351 shares; 2025Q3: 9,931 shares; 2025Q4: 10,660 shares; 2026Q1: 10,170 shares 10,170 $2.84M 0.04% -490 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,822 shares; 2025Q1: 5,576 shares; 2025Q2: 7,378 shares; 2025Q3: 8,571 shares; 2025Q4: 9,256 shares; 2026Q1: 10,574 shares 10,574 $2.81M 0.04% +1,318 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,898 shares; 2025Q1: 6,686 shares; 2025Q2: 6,888 shares; 2025Q3: 6,917 shares; 2025Q4: 6,837 shares; 2026Q1: 6,692 shares 6,692 $2.79M 0.04% -145 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: 13,791 shares; 2024Q4: 12,158 shares; 2025Q1: 11,886 shares; 2025Q2: 14,699 shares; 2025Q3: 13,905 shares; 2025Q4: 13,303 shares; 2026Q1: 12,771 shares 12,771 $2.77M 0.04% -532 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: not reported; 2024Q4: 11,272 shares; 2025Q1: 10,833 shares; 2025Q2: 14,171 shares; 2025Q3: 13,077 shares; 2025Q4: 17,733 shares; 2026Q1: 31,178 shares 31,178 $2.77M 0.04% +13,445 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 3,006 shares; 2025Q1: 3,415 shares; 2025Q2: 3,993 shares; 2025Q3: 5,328 shares; 2025Q4: 5,748 shares; 2026Q1: 8,174 shares 8,174 $2.76M 0.04% +2,426 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 26,998 shares; 2025Q1: 27,022 shares; 2025Q2: 29,033 shares; 2025Q3: 29,151 shares; 2025Q4: 29,423 shares; 2026Q1: 30,030 shares 30,030 $2.73M 0.04% +607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,947 shares; 2025Q4: 26,909 shares; 2026Q1: 26,562 shares 26,562 $2.72M 0.04% -347 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 22,527 shares; 2025Q1: 21,979 shares; 2025Q2: 30,054 shares; 2025Q3: 20,441 shares; 2025Q4: 19,741 shares; 2026Q1: 20,243 shares 20,243 $2.67M 0.04% +502 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 16,230 shares; 2025Q1: 15,817 shares; 2025Q2: 15,029 shares; 2025Q3: 14,546 shares; 2025Q4: 14,398 shares; 2026Q1: 14,283 shares 14,283 $2.66M 0.04% -115 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,402 shares; 2025Q1: 14,499 shares; 2025Q2: 11,694 shares; 2025Q3: 8,767 shares; 2025Q4: 8,456 shares; 2026Q1: 8,252 shares 8,252 $2.65M 0.04% -204 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: 12,950 shares; 2024Q4: 12,849 shares; 2025Q1: 15,125 shares; 2025Q2: 22,937 shares; 2025Q3: 30,358 shares; 2025Q4: 29,040 shares; 2026Q1: 28,530 shares 28,530 $2.65M 0.04% -510 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: not reported; 2024Q4: 22,555 shares; 2025Q1: 22,376 shares; 2025Q2: 28,716 shares; 2025Q3: 31,772 shares; 2025Q4: 31,832 shares; 2026Q1: 35,193 shares 35,193 $2.64M 0.04% +3,361 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 4,239 shares; 2025Q1: 4,721 shares; 2025Q2: 8,624 shares; 2025Q3: 8,000 shares; 2025Q4: 8,346 shares; 2026Q1: 6,106 shares 6,106 $2.64M 0.04% -2,240 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,789 shares; 2025Q3: 58,714 shares; 2025Q4: 43,961 shares; 2026Q1: 43,074 shares 43,074 $2.6M 0.04% -887 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,139 shares; 2024Q4: 47,292 shares; 2025Q1: 45,140 shares; 2025Q2: 44,509 shares; 2025Q3: 42,723 shares; 2025Q4: 25,359 shares; 2026Q1: 23,233 shares 23,233 $2.56M 0.04% -2,126 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,144 shares; 2024Q4: 105,650 shares; 2025Q1: 82,631 shares; 2025Q2: 80,807 shares; 2025Q3: 80,093 shares; 2025Q4: 80,204 shares; 2026Q1: 62,546 shares 62,546 $2.55M 0.03% -17,658 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 22,236 shares; 2025Q1: 21,728 shares; 2025Q2: 21,466 shares; 2025Q3: 21,464 shares; 2025Q4: 25,009 shares; 2026Q1: 24,933 shares 24,933 $2.54M 0.03% -76 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,901 shares; 2025Q1: 9,479 shares; 2025Q2: 9,509 shares; 2025Q3: 9,274 shares; 2025Q4: 8,918 shares; 2026Q1: 8,779 shares 8,779 $2.49M 0.03% -139 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: 44,382 shares; 2024Q4: 48,058 shares; 2025Q1: 49,760 shares; 2025Q2: 49,311 shares; 2025Q3: 54,206 shares; 2025Q4: 168,624 shares; 2026Q1: 49,123 shares 49,123 $2.47M 0.03% -119,501 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: 33,638 shares; 2024Q4: 61,245 shares; 2025Q1: 42,598 shares; 2025Q2: 47,000 shares; 2025Q3: 43,649 shares; 2025Q4: 52,761 shares; 2026Q1: 54,698 shares 54,698 $2.41M 0.03% +1,937 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,881 shares; 2024Q4: 30,881 shares; 2025Q1: 30,881 shares; 2025Q2: 30,888 shares; 2025Q3: 30,888 shares; 2025Q4: 30,888 shares; 2026Q1: 30,888 shares 30,888 $2.37M 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 6,824 shares; 2025Q1: 3,944 shares; 2025Q2: 4,362 shares; 2025Q3: 7,173 shares; 2025Q4: 7,598 shares; 2026Q1: 8,446 shares 8,446 $2.35M 0.03% +848 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: 10,904 shares; 2024Q4: 35,829 shares; 2025Q1: 38,122 shares; 2025Q2: 24,841 shares; 2025Q3: 25,750 shares; 2025Q4: 25,916 shares; 2026Q1: 22,837 shares 22,837 $2.34M 0.03% -3,079 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,666 shares; 2024Q4: 13,825 shares; 2025Q1: 13,626 shares; 2025Q2: 13,861 shares; 2025Q3: 14,033 shares; 2025Q4: 14,188 shares; 2026Q1: 14,212 shares 14,212 $2.33M 0.03% +24 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 12,784 shares; 2025Q1: 13,172 shares; 2025Q2: 13,419 shares; 2025Q3: 13,638 shares; 2025Q4: 13,889 shares; 2026Q1: 13,398 shares 13,398 $2.32M 0.03% -491 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,255 shares; 2024Q4: 329,912 shares; 2025Q1: 333,186 shares; 2025Q2: 342,794 shares; 2025Q3: 127,027 shares; 2025Q4: 134,464 shares; 2026Q1: 104,884 shares 104,884 $2.31M 0.03% -29,580 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,998 shares; 2025Q3: 5,003 shares; 2025Q4: 5,003 shares; 2026Q1: 40,706 shares 40,706 $2.28M 0.03% +35,703 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: 8,439 shares; 2024Q4: 6,509 shares; 2025Q1: 6,162 shares; 2025Q2: 11,784 shares; 2025Q3: 8,506 shares; 2025Q4: 8,653 shares; 2026Q1: 8,377 shares 8,377 $2.27M 0.03% -276 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,680 shares; 2026Q1: 27,719 shares 27,719 $2.19M 0.03% +5,039 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 4,524 shares; 2025Q1: 4,877 shares; 2025Q2: 5,622 shares; 2025Q3: 6,614 shares; 2025Q4: 7,206 shares; 2026Q1: 7,416 shares 7,416 $2.19M 0.03% +210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,769 shares; 2025Q4: 9,832 shares; 2026Q1: 9,917 shares 9,917 $2.15M 0.03% +85 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,866 shares; 2024Q4: 15,818 shares; 2025Q1: 15,928 shares; 2025Q2: 15,300 shares; 2025Q3: 19,854 shares; 2025Q4: 19,629 shares; 2026Q1: 21,884 shares 21,884 $2.11M 0.03% +2,255 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: 276 shares; 2024Q4: 348 shares; 2025Q1: 404 shares; 2025Q2: 496 shares; 2025Q3: 521 shares; 2025Q4: 501 shares; 2026Q1: 500 shares 500 $2.11M 0.03% -1 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,498 shares; 2025Q1: 6,025 shares; 2025Q2: 25,184 shares; 2025Q3: 28,934 shares; 2025Q4: 29,707 shares; 2026Q1: 33,377 shares 33,377 $2.09M 0.03% +3,670 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: 56,467 shares; 2024Q4: 59,926 shares; 2025Q1: 58,458 shares; 2025Q2: 58,598 shares; 2025Q3: 54,115 shares; 2025Q4: 52,581 shares; 2026Q1: 26,344 shares 26,344 $2.09M 0.03% -26,237 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,273 shares 18,273 $2.08M 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,190 shares; 2024Q4: 117,471 shares; 2025Q1: 46,140 shares; 2025Q2: 45,989 shares; 2025Q3: 46,809 shares; 2025Q4: 46,307 shares; 2026Q1: 42,268 shares 42,268 $2.07M 0.03% -4,039 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 6,625 shares; 2025Q1: 7,286 shares; 2025Q2: 7,545 shares; 2025Q3: 8,177 shares; 2025Q4: 7,277 shares; 2026Q1: 6,428 shares 6,428 $2.06M 0.03% -849 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 5,302 shares; 2025Q2: 5,130 shares; 2025Q3: 5,291 shares; 2025Q4: 5,299 shares; 2026Q1: 5,351 shares 5,351 $2.05M 0.03% +52 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,424 shares; 2025Q1: 4,316 shares; 2025Q2: 6,372 shares; 2025Q3: 6,931 shares; 2025Q4: 6,884 shares; 2026Q1: 18,288 shares 18,288 $2.04M 0.03% +11,404 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,732 shares; 2025Q4: 58,910 shares; 2026Q1: 91,379 shares 91,379 $2M 0.03% +32,469 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,617 shares; 2024Q4: 24,467 shares; 2025Q1: 23,185 shares; 2025Q2: 22,998 shares; 2025Q3: 22,112 shares; 2025Q4: 21,105 shares; 2026Q1: 22,383 shares 22,383 $1.98M 0.03% +1,278 Timeline TLH 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: 11,165 shares; 2025Q3: 68,583 shares; 2025Q4: 62,612 shares; 2026Q1: 19,555 shares 19,555 $1.97M 0.03% -43,057 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,450 shares; 2025Q1: 1,765 shares; 2025Q2: 1,852 shares; 2025Q3: 2,005 shares; 2025Q4: 1,966 shares; 2026Q1: 11,147 shares 11,147 $1.95M 0.03% +9,181 Timeline JPIE 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: 46,184 shares; 2025Q4: 44,225 shares; 2026Q1: 41,923 shares 41,923 $1.93M 0.03% -2,302 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,281 shares; 2025Q4: 1,413 shares; 2026Q1: 13,471 shares 13,471 $1.92M 0.03% +12,058 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,126 shares; 2024Q4: 65,139 shares; 2025Q1: 63,771 shares; 2025Q2: 63,751 shares; 2025Q3: 63,361 shares; 2025Q4: 63,366 shares; 2026Q1: 62,423 shares 62,423 $1.9M 0.03% -943 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,693 shares; 2024Q4: 21,475 shares; 2025Q1: 14,847 shares; 2025Q2: 13,205 shares; 2025Q3: 12,496 shares; 2025Q4: 13,017 shares; 2026Q1: 11,161 shares 11,161 $1.88M 0.03% -1,856 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,622 shares; 2025Q4: 82,622 shares; 2026Q1: 72,416 shares 72,416 $1.86M 0.03% -10,206 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,346 shares; 2024Q4: 95,234 shares; 2025Q1: 94,059 shares; 2025Q2: 48,036 shares; 2025Q3: 45,892 shares; 2025Q4: 45,580 shares; 2026Q1: 41,832 shares 41,832 $1.85M 0.03% -3,748 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 9,808 shares; 2025Q1: 9,011 shares; 2025Q2: 10,065 shares; 2025Q3: 10,431 shares; 2025Q4: 9,702 shares; 2026Q1: 9,589 shares 9,589 $1.82M 0.02% -113 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,740 shares; 2025Q1: 12,712 shares; 2025Q2: 12,762 shares; 2025Q3: 12,872 shares; 2025Q4: 13,105 shares; 2026Q1: 13,618 shares 13,618 $1.78M 0.02% +513 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,750 shares; 2025Q1: 29,815 shares; 2025Q2: 29,792 shares; 2025Q3: 29,792 shares; 2025Q4: 29,810 shares; 2026Q1: 29,810 shares 29,810 $1.76M 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,215 shares; 2025Q3: 4,949 shares; 2025Q4: 9,088 shares; 2026Q1: 9,642 shares 9,642 $1.76M 0.02% +554 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,333 shares; 2024Q4: 35,941 shares; 2025Q1: 34,028 shares; 2025Q2: 34,674 shares; 2025Q3: 33,865 shares; 2025Q4: 35,401 shares; 2026Q1: 35,243 shares 35,243 $1.74M 0.02% -158 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,678 shares; 2025Q3: 79,678 shares; 2025Q4: 79,678 shares; 2026Q1: 63,059 shares 63,059 $1.74M 0.02% -16,619 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,075 shares; 2024Q4: 36,508 shares; 2025Q1: 36,183 shares; 2025Q2: 35,425 shares; 2025Q3: 37,013 shares; 2025Q4: 36,631 shares; 2026Q1: 38,061 shares 38,061 $1.74M 0.02% +1,430 Timeline GLOF 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: 34,023 shares; 2025Q4: 33,590 shares; 2026Q1: 33,300 shares 33,300 $1.74M 0.02% -290 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,386 shares; 2024Q4: 517,822 shares; 2025Q1: 588,667 shares; 2025Q2: 147,221 shares; 2025Q3: 148,455 shares; 2025Q4: 150,823 shares; 2026Q1: 150,196 shares 150,196 $1.73M 0.02% -627 Timeline IGIB 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: 36,989 shares; 2025Q1: 36,545 shares; 2025Q2: 33,902 shares; 2025Q3: 34,698 shares; 2025Q4: 34,795 shares; 2026Q1: 32,384 shares 32,384 $1.72M 0.02% -2,411 Timeline IEUR 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: 3,381 shares; 2025Q2: 3,568 shares; 2025Q3: 19,698 shares; 2025Q4: 24,131 shares; 2026Q1: 24,442 shares 24,442 $1.72M 0.02% +311 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,417 shares; 2024Q4: 28,493 shares; 2025Q1: 41,522 shares; 2025Q2: 41,586 shares; 2025Q3: 37,046 shares; 2025Q4: 38,656 shares; 2026Q1: 33,738 shares 33,738 $1.71M 0.02% -4,918 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,800 shares; 2025Q2: 60,334 shares; 2025Q3: 60,334 shares; 2025Q4: 66,661 shares; 2026Q1: 81,354 shares 81,354 $1.71M 0.02% +14,693 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 6,153 shares; 2025Q1: 14,640 shares; 2025Q2: 13,043 shares; 2025Q3: 13,139 shares; 2025Q4: 15,833 shares; 2026Q1: 15,332 shares 15,332 $1.7M 0.02% -501 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 45,729 shares; 2025Q1: 45,092 shares; 2025Q2: 42,164 shares; 2025Q3: 41,442 shares; 2025Q4: 38,884 shares; 2026Q1: 37,356 shares 37,356 $1.69M 0.02% -1,528 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,666 shares; 2025Q4: 27,041 shares; 2026Q1: 50,203 shares 50,203 $1.68M 0.02% +23,162 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: 1,471 shares; 2024Q4: 2,372 shares; 2025Q1: 2,352 shares; 2025Q2: 2,603 shares; 2025Q3: 2,776 shares; 2025Q4: 2,789 shares; 2026Q1: 2,774 shares 2,774 $1.68M 0.02% -15 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 9,005 shares; 2025Q1: 9,069 shares; 2025Q2: 8,954 shares; 2025Q3: 4,938 shares; 2025Q4: 4,886 shares; 2026Q1: 4,935 shares 4,935 $1.67M 0.02% +49 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: 13,784 shares; 2024Q4: 22,439 shares; 2025Q1: 21,602 shares; 2025Q2: 20,275 shares; 2025Q3: 19,928 shares; 2025Q4: 20,097 shares; 2026Q1: 17,925 shares 17,925 $1.67M 0.02% -2,172 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 15,903 shares; 2025Q1: 15,665 shares; 2025Q2: 16,331 shares; 2025Q3: 16,225 shares; 2025Q4: 16,225 shares; 2026Q1: 16,225 shares 16,225 $1.65M 0.02% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,664 shares; 2025Q1: 16,914 shares; 2025Q2: 16,400 shares; 2025Q3: 16,167 shares; 2025Q4: 18,482 shares; 2026Q1: 33,228 shares 33,228 $1.65M 0.02% +14,746 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 889 shares; 2025Q2: 503 shares; 2025Q3: 820 shares; 2025Q4: 808 shares; 2026Q1: 1,245 shares 1,245 $1.64M 0.02% +437 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,461 shares; 2026Q1: 85,461 shares 85,461 $1.62M 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 9,847 shares; 2025Q1: 9,862 shares; 2025Q2: 10,339 shares; 2025Q3: 10,033 shares; 2025Q4: 12,812 shares; 2026Q1: 12,806 shares 12,806 $1.62M 0.02% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 5,235 shares; 2025Q4: 5,350 shares; 2026Q1: 5,357 shares 5,357 $1.6M 0.02% +7 Timeline IWP 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: 11,398 shares; 2024Q4: 10,743 shares; 2025Q1: 9,798 shares; 2025Q2: 13,450 shares; 2025Q3: 13,483 shares; 2025Q4: 13,091 shares; 2026Q1: 12,454 shares 12,454 $1.6M 0.02% -637 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,292 shares; 2025Q2: 2,435 shares; 2025Q3: 2,507 shares; 2025Q4: 3,000 shares; 2026Q1: 6,456 shares 6,456 $1.6M 0.02% +3,456 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,590 shares; 2024Q4: 21,998 shares; 2025Q1: 21,436 shares; 2025Q2: 36,710 shares; 2025Q3: 25,784 shares; 2025Q4: 25,206 shares; 2026Q1: 17,178 shares 17,178 $1.59M 0.02% -8,028 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,154 shares; 2025Q1: 11,192 shares; 2025Q2: 11,713 shares; 2025Q3: 12,060 shares; 2025Q4: 11,999 shares; 2026Q1: 13,433 shares 13,433 $1.59M 0.02% +1,434 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,469 shares; 2025Q1: 6,627 shares; 2025Q2: 6,549 shares; 2025Q3: 6,394 shares; 2025Q4: 6,414 shares; 2026Q1: 6,395 shares 6,395 $1.56M 0.02% -19 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,200 shares; 2025Q4: 65,200 shares; 2026Q1: 54,200 shares 54,200 $1.54M 0.02% -11,000 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: 1,567 shares; 2024Q4: 3,730 shares; 2025Q1: 3,889 shares; 2025Q2: 6,051 shares; 2025Q3: 6,375 shares; 2025Q4: 7,522 shares; 2026Q1: 6,372 shares 6,372 $1.54M 0.02% -1,150 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: 8,499 shares; 2024Q4: 25,642 shares; 2025Q1: 10,585 shares; 2025Q2: 9,807 shares; 2025Q3: 14,131 shares; 2025Q4: 35,042 shares; 2026Q1: 59,881 shares 59,881 $1.54M 0.02% +24,839 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,089 shares; 2025Q4: 22,738 shares; 2026Q1: 22,542 shares 22,542 $1.53M 0.02% -196 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 27,219 shares; 2025Q1: 30,825 shares; 2025Q2: 33,634 shares; 2025Q3: 32,924 shares; 2025Q4: 36,404 shares; 2026Q1: 35,850 shares 35,850 $1.53M 0.02% -554 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 21,831 shares 21,831 $1.51M 0.02% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,350 shares; 2024Q4: 94,431 shares; 2025Q1: 84,518 shares; 2025Q2: 88,471 shares; 2025Q3: 89,789 shares; 2025Q4: 90,830 shares; 2026Q1: 95,082 shares 95,082 $1.51M 0.02% +4,252 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 4,140 shares; 2025Q1: 4,233 shares; 2025Q2: 6,590 shares; 2025Q3: 6,931 shares; 2025Q4: 9,243 shares; 2026Q1: 9,116 shares 9,116 $1.51M 0.02% -127 Timeline JQUA 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: 14,904 shares; 2025Q2: 16,573 shares; 2025Q3: 25,294 shares; 2025Q4: 25,246 shares; 2026Q1: 24,569 shares 24,569 $1.51M 0.02% -677 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 5,647 shares; 2025Q2: 5,469 shares; 2025Q3: 6,059 shares; 2025Q4: 6,108 shares; 2026Q1: 6,091 shares 6,091 $1.5M 0.02% -17 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,132 shares; 2025Q1: 11,355 shares; 2025Q2: 11,489 shares; 2025Q3: 11,717 shares; 2025Q4: 11,868 shares; 2026Q1: 11,955 shares 11,955 $1.5M 0.02% +87 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,982 shares; 2024Q4: 24,324 shares; 2025Q1: 23,174 shares; 2025Q2: 24,044 shares; 2025Q3: 24,089 shares; 2025Q4: 26,526 shares; 2026Q1: 28,591 shares 28,591 $1.5M 0.02% +2,065 Timeline INDA 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: 58,106 shares; 2024Q4: 68,160 shares; 2025Q1: 73,184 shares; 2025Q2: 54,522 shares; 2025Q3: 40,061 shares; 2025Q4: 38,495 shares; 2026Q1: 31,951 shares 31,951 $1.5M 0.02% -6,544 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 9,682 shares; 2025Q1: 9,615 shares; 2025Q2: 9,928 shares; 2025Q3: 10,526 shares; 2025Q4: 10,433 shares; 2026Q1: 11,767 shares 11,767 $1.48M 0.02% +1,334 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,864 shares; 2024Q4: 28,917 shares; 2025Q1: 27,231 shares; 2025Q2: 39,091 shares; 2025Q3: 35,221 shares; 2025Q4: 29,331 shares; 2026Q1: 27,919 shares 27,919 $1.47M 0.02% -1,412 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 752 shares; 2025Q1: 762 shares; 2025Q2: 903 shares; 2025Q3: 1,933 shares; 2025Q4: 1,654 shares; 2026Q1: 1,701 shares 1,701 $1.47M 0.02% +47 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: 17,105 shares; 2024Q4: 31,086 shares; 2025Q1: 31,215 shares; 2025Q2: 28,185 shares; 2025Q3: 28,820 shares; 2025Q4: 66,445 shares; 2026Q1: 58,228 shares 58,228 $1.46M 0.02% -8,217 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: 7,178 shares; 2024Q4: 7,214 shares; 2025Q1: 8,104 shares; 2025Q2: 8,165 shares; 2025Q3: 6,454 shares; 2025Q4: 6,605 shares; 2026Q1: 6,708 shares 6,708 $1.44M 0.02% +103 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 14,519 shares; 2025Q1: 14,480 shares; 2025Q2: 15,660 shares; 2025Q3: 15,734 shares; 2025Q4: 16,794 shares; 2026Q1: 11,092 shares 11,092 $1.43M 0.02% -5,702 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 12,653 shares; 2025Q1: 12,653 shares; 2025Q2: 12,126 shares; 2025Q3: 12,126 shares; 2025Q4: 12,126 shares; 2026Q1: 12,186 shares 12,186 $1.4M 0.02% +60 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,497 shares; 2025Q4: 6,545 shares; 2026Q1: 9,961 shares 9,961 $1.38M 0.02% +3,416 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 24,793 shares; 2026Q1: 18,166 shares 18,166 $1.37M 0.02% -6,627 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,948 shares; 2025Q1: 1,983 shares; 2025Q2: 2,401 shares; 2025Q3: 2,793 shares; 2025Q4: 2,802 shares; 2026Q1: 2,949 shares 2,949 $1.36M 0.02% +147 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 12,587 shares; 2025Q1: 12,991 shares; 2025Q2: 19,348 shares; 2025Q3: 19,806 shares; 2025Q4: 6,879 shares; 2026Q1: 6,957 shares 6,957 $1.35M 0.02% +78 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 10,582 shares; 2025Q1: 11,154 shares; 2025Q2: 14,210 shares; 2025Q3: 13,264 shares; 2025Q4: 11,636 shares; 2026Q1: 9,921 shares 9,921 $1.35M 0.02% -1,715 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 224 shares; 2025Q2: 219 shares; 2025Q3: 216 shares; 2025Q4: 210 shares; 2026Q1: 204 shares 204 $1.34M 0.02% -6 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 43,992 shares; 2025Q1: 43,992 shares; 2025Q2: 39,853 shares; 2025Q3: 39,853 shares; 2025Q4: 39,853 shares; 2026Q1: 39,646 shares 39,646 $1.33M 0.02% -207 Timeline IYM 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: 11,683 shares; 2025Q3: 11,732 shares; 2025Q4: 11,789 shares; 2026Q1: 7,490 shares 7,490 $1.32M 0.02% -4,299 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,052 shares 17,052 $1.32M 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,420 shares; 2025Q1: 29,132 shares; 2025Q2: 26,489 shares; 2025Q3: 27,861 shares; 2025Q4: 25,072 shares; 2026Q1: 23,317 shares 23,317 $1.31M 0.02% -1,755 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 22,124 shares; 2025Q1: 22,044 shares; 2025Q2: 24,083 shares; 2025Q3: 27,155 shares; 2025Q4: 27,278 shares; 2026Q1: 22,734 shares 22,734 $1.31M 0.02% -4,544 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 5,314 shares; 2026Q1: 10,898 shares 10,898 $1.29M 0.02% +5,584 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,532 shares; 2024Q4: 71,246 shares; 2025Q1: 67,594 shares; 2025Q2: 64,274 shares; 2025Q3: 54,625 shares; 2025Q4: 52,188 shares; 2026Q1: 44,658 shares 44,658 $1.28M 0.02% -7,530 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly 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: 53,401 shares 53,401 $1.28M 0.02% new Timeline VOT 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: 5,455 shares; 2024Q4: 4,050 shares; 2025Q1: 4,186 shares; 2025Q2: 4,137 shares; 2025Q3: 4,617 shares; 2025Q4: 4,900 shares; 2026Q1: 4,903 shares 4,903 $1.26M 0.02% +3 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,118 shares; 2025Q1: 2,128 shares; 2025Q2: 5,800 shares; 2025Q3: 5,767 shares; 2025Q4: 5,622 shares; 2026Q1: 5,910 shares 5,910 $1.24M 0.02% +288 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,631 shares; 2025Q3: 20,631 shares; 2025Q4: 20,631 shares; 2026Q1: 20,631 shares 20,631 $1.23M 0.02% 0 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: 42,148 shares; 2024Q4: 35,078 shares; 2025Q1: 37,968 shares; 2025Q2: 52,172 shares; 2025Q3: 53,507 shares; 2025Q4: 49,414 shares; 2026Q1: 42,333 shares 42,333 $1.23M 0.02% -7,081 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,810 shares; 2025Q4: 9,789 shares; 2026Q1: 10,345 shares 10,345 $1.23M 0.02% +556 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,592 shares; 2025Q4: 14,389 shares; 2026Q1: 13,271 shares 13,271 $1.22M 0.02% -1,118 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 13,391 shares; 2025Q1: 13,105 shares; 2025Q2: 13,159 shares; 2025Q3: 13,216 shares; 2025Q4: 13,480 shares; 2026Q1: 13,963 shares 13,963 $1.22M 0.02% +483 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,202 shares; 2025Q1: 4,961 shares; 2025Q2: 5,757 shares; 2025Q3: 3,114 shares; 2025Q4: 4,440 shares; 2026Q1: 5,681 shares 5,681 $1.21M 0.02% +1,241 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: 1,416 shares; 2024Q4: 3,291 shares; 2025Q1: 3,039 shares; 2025Q2: 2,602 shares; 2025Q3: 4,786 shares; 2025Q4: 4,787 shares; 2026Q1: 4,217 shares 4,217 $1.21M 0.02% -570 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,977 shares; 2025Q3: 32,182 shares; 2025Q4: 31,422 shares; 2026Q1: 25,756 shares 25,756 $1.21M 0.02% -5,666 Timeline PHO 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: 16,725 shares; 2024Q4: 16,386 shares; 2025Q1: 16,290 shares; 2025Q2: 16,420 shares; 2025Q3: 18,004 shares; 2025Q4: 18,004 shares; 2026Q1: 18,004 shares 18,004 $1.2M 0.02% 0 Timeline TFLO 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: 44,593 shares; 2024Q4: 37,452 shares; 2025Q1: 36,593 shares; 2025Q2: 41,501 shares; 2025Q3: 33,498 shares; 2025Q4: 45,701 shares; 2026Q1: 23,568 shares 23,568 $1.19M 0.02% -22,133 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: 5,655 shares; 2024Q4: 10,808 shares; 2025Q1: 10,753 shares; 2025Q2: 15,961 shares; 2025Q3: 15,446 shares; 2025Q4: 14,189 shares; 2026Q1: 12,818 shares 12,818 $1.18M 0.02% -1,371 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,865 shares; 2025Q1: 13,813 shares; 2025Q2: 12,781 shares; 2025Q3: 11,697 shares; 2025Q4: 10,888 shares; 2026Q1: 10,680 shares 10,680 $1.17M 0.02% -208 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: 15,182 shares; 2024Q4: 11,072 shares; 2025Q1: 9,875 shares; 2025Q2: 9,766 shares; 2025Q3: 9,588 shares; 2025Q4: 12,175 shares; 2026Q1: 12,217 shares 12,217 $1.16M 0.02% +42 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 8,845 shares; 2025Q1: 8,939 shares; 2025Q2: 9,442 shares; 2025Q3: 12,112 shares; 2025Q4: 10,649 shares; 2026Q1: 10,637 shares 10,637 $1.16M 0.02% -12 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,180 shares; 2025Q2: 2,596 shares; 2025Q3: 2,407 shares; 2025Q4: 2,479 shares; 2026Q1: 2,437 shares 2,437 $1.15M 0.02% -42 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 4,344 shares; 2025Q1: 4,570 shares; 2025Q2: 6,384 shares; 2025Q3: 7,171 shares; 2025Q4: 7,235 shares; 2026Q1: 5,670 shares 5,670 $1.15M 0.02% -1,565 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,773 shares; 2025Q1: 23,130 shares; 2025Q2: 23,066 shares; 2025Q3: 22,911 shares; 2025Q4: 22,734 shares; 2026Q1: 22,456 shares 22,456 $1.15M 0.02% -278 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,166 shares; 2024Q4: 26,931 shares; 2025Q1: 27,743 shares; 2025Q2: 28,131 shares; 2025Q3: 28,696 shares; 2025Q4: 29,329 shares; 2026Q1: 13,156 shares 13,156 $1.14M 0.02% -16,173 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,187 shares 29,187 $1.14M 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 9,636 shares; 2025Q1: 9,313 shares; 2025Q2: 9,595 shares; 2025Q3: 9,699 shares; 2025Q4: 9,751 shares; 2026Q1: 9,504 shares 9,504 $1.14M 0.02% -247 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,405 shares; 2025Q2: 12,895 shares; 2025Q3: 12,895 shares; 2025Q4: 12,895 shares; 2026Q1: 17,895 shares 17,895 $1.14M 0.02% +5,000 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: 20,031 shares; 2025Q1: 19,897 shares; 2025Q2: 18,997 shares; 2025Q3: 17,548 shares; 2025Q4: 17,504 shares; 2026Q1: 16,613 shares 16,613 $1.13M 0.02% -891 Timeline FNDC 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: 30,944 shares; 2024Q4: 22,162 shares; 2025Q1: 20,842 shares; 2025Q2: 20,924 shares; 2025Q3: 20,848 shares; 2025Q4: 24,218 shares; 2026Q1: 24,478 shares 24,478 $1.13M 0.02% +260 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares; 2025Q1: 5,057 shares; 2025Q2: 5,647 shares; 2025Q3: 5,417 shares; 2025Q4: 5,409 shares; 2026Q1: 5,489 shares 5,489 $1.13M 0.02% +80 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 11,723 shares; 2025Q1: 11,997 shares; 2025Q2: 11,106 shares; 2025Q3: 11,880 shares; 2025Q4: 14,010 shares; 2026Q1: 13,510 shares 13,510 $1.13M 0.02% -500 Timeline EWC 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: 26,811 shares; 2024Q4: 23,708 shares; 2025Q1: 23,088 shares; 2025Q2: 23,086 shares; 2025Q3: 23,069 shares; 2025Q4: 22,750 shares; 2026Q1: 20,624 shares 20,624 $1.13M 0.02% -2,126 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 874 shares; 2025Q1: 915 shares; 2025Q2: 934 shares; 2025Q3: 914 shares; 2025Q4: 916 shares; 2026Q1: 965 shares 965 $1.12M 0.02% +49 Timeline PFEB 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: 34,101 shares; 2024Q4: 29,674 shares; 2025Q1: 36,766 shares; 2025Q2: 36,766 shares; 2025Q3: 36,766 shares; 2025Q4: 28,007 shares; 2026Q1: 27,832 shares 27,832 $1.12M 0.02% -175 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,729 shares; 2026Q1: 1,584 shares 1,584 $1.11M 0.02% -145 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,513 shares; 2025Q1: 2,605 shares; 2025Q2: 2,821 shares; 2025Q3: 2,949 shares; 2025Q4: 2,999 shares; 2026Q1: 3,213 shares 3,213 $1.1M 0.02% +214 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,714 shares; 2025Q1: 3,777 shares; 2025Q2: 3,857 shares; 2025Q3: 3,917 shares; 2025Q4: 4,936 shares; 2026Q1: 5,199 shares 5,199 $1.08M 0.01% +263 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 403 shares; 2025Q1: 476 shares; 2025Q2: 460 shares; 2025Q3: 699 shares; 2025Q4: 568 shares; 2026Q1: 732 shares 732 $1.08M 0.01% +164 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,781 shares; 2025Q4: 50,781 shares; 2026Q1: 50,781 shares 50,781 $1.07M 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,938 shares; 2025Q2: 30,069 shares; 2025Q3: 30,069 shares; 2025Q4: 30,069 shares; 2026Q1: 30,069 shares 30,069 $1.07M 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,805 shares; 2024Q4: 22,104 shares; 2025Q1: 17,736 shares; 2025Q2: 15,898 shares; 2025Q3: 15,947 shares; 2025Q4: 15,338 shares; 2026Q1: 12,874 shares 12,874 $1.06M 0.01% -2,464 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,904 shares; 2024Q4: 9,840 shares; 2025Q1: 9,075 shares; 2025Q2: 15,208 shares; 2025Q3: 15,522 shares; 2025Q4: 14,417 shares; 2026Q1: 12,798 shares 12,798 $1.05M 0.01% -1,619 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,626 shares; 2025Q1: 3,490 shares; 2025Q2: 6,458 shares; 2025Q3: 6,703 shares; 2025Q4: 10,547 shares; 2026Q1: 11,129 shares 11,129 $1.05M 0.01% +582 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,762 shares; 2024Q4: 229,079 shares; 2025Q1: 226,319 shares; 2025Q2: 10,365 shares; 2025Q3: 7,449 shares; 2025Q4: 7,708 shares; 2026Q1: 7,127 shares 7,127 $1.04M 0.01% -581 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,681 shares 29,681 $1.04M 0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,763 shares; 2025Q1: 7,531 shares; 2025Q2: 7,421 shares; 2025Q3: 7,439 shares; 2025Q4: 7,458 shares; 2026Q1: 7,570 shares 7,570 $1.04M 0.01% +112 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: 1,748 shares; 2025Q1: 1,735 shares; 2025Q2: 6,365 shares; 2025Q3: 5,563 shares; 2025Q4: 5,888 shares; 2026Q1: 6,053 shares 6,053 $1.02M 0.01% +165 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,891 shares; 2025Q1: 4,925 shares; 2025Q2: 4,028 shares; 2025Q3: 3,760 shares; 2025Q4: 3,585 shares; 2026Q1: 3,215 shares 3,215 $1.02M 0.01% -370 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 5,445 shares; 2025Q1: 11,849 shares; 2025Q2: 5,689 shares; 2025Q3: 6,175 shares; 2025Q4: 8,818 shares; 2026Q1: 6,268 shares 6,268 $1.01M 0.01% -2,550 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 10,373 shares; 2025Q1: 10,342 shares; 2025Q2: 4,704 shares; 2025Q3: 11,330 shares; 2025Q4: 11,603 shares; 2026Q1: 12,232 shares 12,232 $1.01M 0.01% +629 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,926 shares 27,926 $992K 0.01% new Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,255 shares 24,255 $992K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 6,552 shares; 2025Q1: 6,658 shares; 2025Q2: 6,807 shares; 2025Q3: 7,328 shares; 2025Q4: 7,366 shares; 2026Q1: 6,830 shares 6,830 $992K 0.01% -536 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,464 shares; 2025Q1: 30,887 shares; 2025Q2: 24,589 shares; 2025Q3: 24,520 shares; 2025Q4: 24,520 shares; 2026Q1: 24,279 shares 24,279 $991K 0.01% -241 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 3,717 shares 3,717 $987K 0.01% +56 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,681 shares 20,681 $985K 0.01% new Timeline QXO QXO INC More: the full row for QXO 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: 16,542 shares; 2025Q4: 16,533 shares; 2026Q1: 50,525 shares 50,525 $981K 0.01% +33,992 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: not reported; 2024Q4: 8,023 shares; 2025Q1: 5,342 shares; 2025Q2: 4,655 shares; 2025Q3: 4,746 shares; 2025Q4: 4,886 shares; 2026Q1: 4,813 shares 4,813 $981K 0.01% -73 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,440 shares; 2024Q4: 40,440 shares; 2025Q1: 40,440 shares; 2025Q2: 40,451 shares; 2025Q3: 40,451 shares; 2025Q4: 40,471 shares; 2026Q1: 38,218 shares 38,218 $980K 0.01% -2,253 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,674 shares; 2025Q1: 1,704 shares; 2025Q2: 1,908 shares; 2025Q3: 2,328 shares; 2025Q4: 2,373 shares; 2026Q1: 2,488 shares 2,488 $971K 0.01% +115 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 3,652 shares; 2025Q1: 3,389 shares; 2025Q2: 4,185 shares; 2025Q3: 4,209 shares; 2025Q4: 3,970 shares; 2026Q1: 4,023 shares 4,023 $963K 0.01% +53 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,832 shares; 2025Q1: 9,284 shares; 2025Q2: 11,159 shares; 2025Q3: 11,521 shares; 2025Q4: 11,039 shares; 2026Q1: 9,957 shares 9,957 $961K 0.01% -1,082 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,669 shares 24,669 $959K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,582 shares; 2025Q1: 16,766 shares; 2025Q2: 16,095 shares; 2025Q3: 15,488 shares; 2025Q4: 15,424 shares; 2026Q1: 16,308 shares 16,308 $959K 0.01% +884 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,893 shares; 2025Q1: 8,893 shares; 2025Q2: 8,897 shares; 2025Q3: 8,743 shares; 2025Q4: 8,760 shares; 2026Q1: 9,455 shares 9,455 $945K 0.01% +695 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,752 shares; 2025Q1: 35,765 shares; 2025Q2: 37,889 shares; 2025Q3: 38,543 shares; 2025Q4: 39,866 shares; 2026Q1: 45,636 shares 45,636 $945K 0.01% +5,770 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: 4,934 shares; 2024Q4: 3,694 shares; 2025Q1: 3,313 shares; 2025Q2: 3,152 shares; 2025Q3: 3,142 shares; 2025Q4: 4,296 shares; 2026Q1: 6,479 shares 6,479 $945K 0.01% +2,183 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,469 shares; 2024Q4: 12,029 shares; 2025Q1: 7,413 shares; 2025Q2: 13,856 shares; 2025Q3: 10,664 shares; 2025Q4: 10,569 shares; 2026Q1: 10,330 shares 10,330 $944K 0.01% -239 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,855 shares; 2024Q4: 18,527 shares; 2025Q1: 12,263 shares; 2025Q2: 24,798 shares; 2025Q3: 23,961 shares; 2025Q4: 21,925 shares; 2026Q1: 19,392 shares 19,392 $940K 0.01% -2,533 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 15,531 shares; 2025Q1: 13,677 shares; 2025Q2: 14,098 shares; 2025Q3: 16,610 shares; 2025Q4: 17,996 shares; 2026Q1: 18,055 shares 18,055 $939K 0.01% +59 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,050 shares; 2024Q4: 141,213 shares; 2025Q1: 128,187 shares; 2025Q2: 125,602 shares; 2025Q3: 111,181 shares; 2025Q4: 89,613 shares; 2026Q1: 49,159 shares 49,159 $934K 0.01% -40,454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,009 shares; 2026Q1: 8,009 shares 8,009 $931K 0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,115 shares; 2025Q4: 38,669 shares; 2026Q1: 35,069 shares 35,069 $922K 0.01% -3,600 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,341 shares; 2025Q1: 14,341 shares; 2025Q2: 14,355 shares; 2025Q3: 14,355 shares; 2025Q4: 14,355 shares; 2026Q1: 14,355 shares 14,355 $909K 0.01% 0 Timeline JGRO 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: 10,918 shares; 2025Q4: 10,900 shares; 2026Q1: 10,707 shares 10,707 $905K 0.01% -193 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 908 shares; 2025Q1: 996 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 822 shares; 2026Q1: 836 shares 836 $892K 0.01% +14 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,150 shares; 2024Q4: 15,900 shares; 2025Q1: 15,937 shares; 2025Q2: 17,974 shares; 2025Q3: 18,162 shares; 2025Q4: 18,334 shares; 2026Q1: 18,355 shares 18,355 $886K 0.01% +21 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 12,222 shares; 2025Q1: 12,651 shares; 2025Q2: 10,621 shares; 2025Q3: 10,280 shares; 2025Q4: 11,000 shares; 2026Q1: 10,390 shares 10,390 $886K 0.01% -610 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: not reported; 2024Q4: not reported; 2025Q1: 2,769 shares; 2025Q2: 17,058 shares; 2025Q3: 15,616 shares; 2025Q4: 15,922 shares; 2026Q1: 18,887 shares 18,887 $876K 0.01% +2,965 Timeline IHI 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: 35,135 shares; 2024Q4: 27,877 shares; 2025Q1: 25,751 shares; 2025Q2: 22,138 shares; 2025Q3: 21,574 shares; 2025Q4: 21,229 shares; 2026Q1: 16,421 shares 16,421 $876K 0.01% -4,808 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,869 shares; 2024Q4: 131,784 shares; 2025Q1: 186,811 shares; 2025Q2: 181,743 shares; 2025Q3: 172,549 shares; 2025Q4: 26,770 shares; 2026Q1: 26,917 shares 26,917 $862K 0.01% +147 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,281 shares; 2025Q1: 3,285 shares; 2025Q2: 3,614 shares; 2025Q3: 3,709 shares; 2025Q4: 3,735 shares; 2026Q1: 4,235 shares 4,235 $860K 0.01% +500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 2,069 shares; 2026Q1: 2,194 shares 2,194 $859K 0.01% +125 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,268 shares; 2025Q1: 10,327 shares; 2025Q2: 10,778 shares; 2025Q3: 11,267 shares; 2025Q4: 11,398 shares; 2026Q1: 12,897 shares 12,897 $859K 0.01% +1,499 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 7,258 shares; 2026Q1: 7,311 shares 7,311 $844K 0.01% +53 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,259 shares; 2025Q4: 14,407 shares; 2026Q1: 17,003 shares 17,003 $843K 0.01% +2,596 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: 1,453 shares; 2024Q4: 2,971 shares; 2025Q1: 3,444 shares; 2025Q2: 3,701 shares; 2025Q3: 3,741 shares; 2025Q4: 3,793 shares; 2026Q1: 3,837 shares 3,837 $840K 0.01% +44 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,564 shares; 2025Q1: 10,491 shares; 2025Q2: 10,938 shares; 2025Q3: 10,234 shares; 2025Q4: 9,904 shares; 2026Q1: 8,677 shares 8,677 $837K 0.01% -1,227 Timeline MDYG 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: 22,127 shares; 2024Q4: 17,507 shares; 2025Q1: 16,124 shares; 2025Q2: 15,661 shares; 2025Q3: 15,978 shares; 2025Q4: 11,633 shares; 2026Q1: 8,696 shares 8,696 $834K 0.01% -2,937 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 8,097 shares; 2025Q1: 8,247 shares; 2025Q2: 8,284 shares; 2025Q3: 8,876 shares; 2025Q4: 9,975 shares; 2026Q1: 10,129 shares 10,129 $819K 0.01% +154 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: 5,010 shares; 2024Q4: 6,078 shares; 2025Q1: 6,864 shares; 2025Q2: 6,984 shares; 2025Q3: 7,643 shares; 2025Q4: 7,791 shares; 2026Q1: 7,437 shares 7,437 $816K 0.01% -354 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 6,054 shares; 2026Q1: 6,224 shares 6,224 $816K 0.01% +170 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares; 2026Q1: 2,758 shares 2,758 $814K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,623 shares; 2025Q4: 8,651 shares; 2026Q1: 8,651 shares 8,651 $811K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,293 shares; 2025Q1: 1,303 shares; 2025Q2: 1,962 shares; 2025Q3: 1,890 shares; 2025Q4: 1,867 shares; 2026Q1: 1,865 shares 1,865 $809K 0.01% -2 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 18,304 shares; 2025Q1: 16,785 shares; 2025Q2: 17,453 shares; 2025Q3: 18,894 shares; 2025Q4: 19,540 shares; 2026Q1: 19,359 shares 19,359 $806K 0.01% -181 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,785 shares; 2025Q1: 21,492 shares; 2025Q2: 16,149 shares; 2025Q3: 14,728 shares; 2025Q4: 14,376 shares; 2026Q1: 13,673 shares 13,673 $805K 0.01% -703 Timeline EEMV 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: 13,322 shares; 2025Q1: 11,968 shares; 2025Q2: 13,807 shares; 2025Q3: 12,588 shares; 2025Q4: 12,575 shares; 2026Q1: 12,333 shares 12,333 $798K 0.01% -242 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,537 shares; 2025Q1: 8,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares 8,350 $782K 0.01% 0 Timeline IAK 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: 61,038 shares; 2025Q1: 112,787 shares; 2025Q2: 218,926 shares; 2025Q3: 244,175 shares; 2025Q4: 6,901 shares; 2026Q1: 6,082 shares 6,082 $780K 0.01% -819 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 37,700 shares 37,700 $777K 0.01% new 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: 5,104 shares; 2024Q4: 4,496 shares; 2025Q1: 4,223 shares; 2025Q2: 4,295 shares; 2025Q3: 4,600 shares; 2025Q4: 4,576 shares; 2026Q1: 4,087 shares 4,087 $775K 0.01% -489 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: not reported; 2025Q3: 19,206 shares; 2025Q4: 19,257 shares; 2026Q1: 17,050 shares 17,050 $772K 0.01% -2,207 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,205 shares; 2024Q4: 16,320 shares; 2025Q1: 15,798 shares; 2025Q2: 15,815 shares; 2025Q3: 15,815 shares; 2025Q4: 16,497 shares; 2026Q1: 16,503 shares 16,503 $771K 0.01% +6 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,881 shares; 2025Q1: 13,166 shares; 2025Q2: 12,646 shares; 2025Q3: 11,420 shares; 2025Q4: 10,987 shares; 2026Q1: 9,800 shares 9,800 $771K 0.01% -1,187 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,067 shares; 2024Q4: 27,380 shares; 2025Q1: 16,838 shares; 2025Q2: 18,405 shares; 2025Q3: 17,677 shares; 2025Q4: 19,634 shares; 2026Q1: 21,299 shares 21,299 $765K 0.01% +1,665 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: 579 shares; 2025Q1: 494 shares; 2025Q2: 536 shares; 2025Q3: 695 shares; 2025Q4: 751 shares; 2026Q1: 794 shares 794 $764K 0.01% +43 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,094 shares; 2025Q4: 11,095 shares; 2026Q1: 11,833 shares 11,833 $761K 0.01% +738 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,426 shares; 2026Q1: 1,412 shares 1,412 $760K 0.01% -14 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 567 shares; 2025Q1: 708 shares; 2025Q2: 1,265 shares; 2025Q3: 1,311 shares; 2025Q4: 1,331 shares; 2026Q1: 1,111 shares 1,111 $758K 0.01% -220 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 11,171 shares; 2025Q1: 11,249 shares; 2025Q2: 10,672 shares; 2025Q3: 9,184 shares; 2025Q4: 9,331 shares; 2026Q1: 9,321 shares 9,321 $746K 0.01% -10 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 13,915 shares; 2025Q1: 15,469 shares; 2025Q2: 14,711 shares; 2025Q3: 14,779 shares; 2025Q4: 15,563 shares; 2026Q1: 16,146 shares 16,146 $740K 0.01% +583 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,963 shares; 2025Q1: 2,630 shares; 2025Q2: 2,671 shares; 2025Q3: 2,271 shares; 2025Q4: 2,144 shares; 2026Q1: 2,088 shares 2,088 $739K 0.01% -56 Timeline ROKU ROKU INC More: the full row for ROKU 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: 7,640 shares; 2025Q3: 7,671 shares; 2025Q4: 7,685 shares; 2026Q1: 7,766 shares 7,766 $735K 0.01% +81 Timeline IMCB 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: 13,209 shares; 2024Q4: 11,968 shares; 2025Q1: 10,495 shares; 2025Q2: 8,522 shares; 2025Q3: 9,762 shares; 2025Q4: 9,733 shares; 2026Q1: 8,783 shares 8,783 $733K 0.01% -950 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,950 shares; 2025Q1: 19,968 shares; 2025Q2: 18,057 shares; 2025Q3: 18,090 shares; 2025Q4: 18,231 shares; 2026Q1: 18,354 shares 18,354 $731K 0.01% +123 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,089 shares; 2025Q1: 1,788 shares; 2025Q2: 6,982 shares; 2025Q3: 3,021 shares; 2025Q4: 2,935 shares; 2026Q1: 2,975 shares 2,975 $723K 0.01% +40 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 5,811 shares; 2025Q1: 4,887 shares; 2025Q2: 4,829 shares; 2025Q3: 5,891 shares; 2025Q4: 5,405 shares; 2026Q1: 5,259 shares 5,259 $722K 0.01% -146 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,580 shares; 2025Q1: 3,622 shares; 2025Q2: 4,083 shares; 2025Q3: 4,472 shares; 2025Q4: 4,474 shares; 2026Q1: 6,050 shares 6,050 $718K 0.01% +1,576 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 3,387 shares; 2025Q1: 3,282 shares; 2025Q2: 5,283 shares; 2025Q3: 5,234 shares; 2025Q4: 5,631 shares; 2026Q1: 5,900 shares 5,900 $715K 0.01% +269 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: 9,822 shares; 2025Q1: 13,035 shares; 2025Q2: 20,479 shares; 2025Q3: 18,613 shares; 2025Q4: 23,151 shares; 2026Q1: 24,705 shares 24,705 $709K 0.01% +1,554 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,092 shares; 2025Q1: 4,556 shares; 2025Q2: 4,731 shares; 2025Q3: 294,301 shares; 2025Q4: 301,332 shares; 2026Q1: 6,831 shares 6,831 $707K 0.01% -294,501 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,663 shares; 2024Q4: 9,018 shares; 2025Q1: 10,727 shares; 2025Q2: 12,301 shares; 2025Q3: 17,780 shares; 2025Q4: 5,855 shares; 2026Q1: 4,879 shares 4,879 $705K 0.01% -976 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 2,213 shares; 2025Q1: 2,241 shares; 2025Q2: 2,410 shares; 2025Q3: 2,391 shares; 2025Q4: 2,487 shares; 2026Q1: 2,428 shares 2,428 $705K 0.01% -59 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,449 shares 9,449 $701K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 8,076 shares; 2025Q2: 8,592 shares; 2025Q3: 8,870 shares; 2025Q4: 9,520 shares; 2026Q1: 10,456 shares 10,456 $695K 0.01% +936 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,085 shares; 2024Q4: 120,069 shares; 2025Q1: 6,586 shares; 2025Q2: 5,445 shares; 2025Q3: 8,201 shares; 2025Q4: 7,709 shares; 2026Q1: 8,216 shares 8,216 $694K 0.01% +507 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: 1,077 shares; 2025Q2: 1,002 shares; 2025Q3: 1,020 shares; 2025Q4: 1,005 shares; 2026Q1: 1,016 shares 1,016 $692K 0.01% +11 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 3,627 shares; 2025Q2: 3,640 shares; 2025Q3: 3,050 shares; 2025Q4: 3,185 shares; 2026Q1: 3,311 shares 3,311 $689K 0.01% +126 Timeline