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: 52,211 shares; 2024Q4: 53,631 shares; 2025Q1: 54,870 shares; 2025Q2: 55,755 shares; 2025Q3: 57,272 shares; 2025Q4: 56,775 shares; 2026Q1: 55,556 shares 55,556 $33.2M 7.77% -1,219 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: 137,370 shares; 2024Q4: 165,895 shares; 2025Q1: 169,627 shares; 2025Q2: 169,150 shares; 2025Q3: 177,306 shares; 2025Q4: 168,856 shares; 2026Q1: 182,171 shares 182,171 $18.1M 4.23% +13,315 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: 50,163 shares; 2024Q4: 50,864 shares; 2025Q1: 52,565 shares; 2025Q2: 52,318 shares; 2025Q3: 55,774 shares; 2025Q4: 56,424 shares; 2026Q1: 59,394 shares 59,394 $17.1M 3.99% +2,970 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: 60,355 shares; 2024Q4: 59,195 shares; 2025Q1: 57,493 shares; 2025Q2: 56,995 shares; 2025Q3: 57,273 shares; 2025Q4: 57,236 shares; 2026Q1: 57,171 shares 57,171 $14.5M 3.4% -65 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: 17,735 shares; 2024Q4: 17,713 shares; 2025Q1: 17,713 shares; 2025Q2: 17,713 shares; 2025Q3: 17,713 shares; 2025Q4: 17,649 shares; 2026Q1: 16,063 shares 16,063 $11.4M 2.66% -1,586 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: 104,437 shares; 2024Q4: 330,142 shares; 2025Q1: 345,130 shares; 2025Q2: 350,729 shares; 2025Q3: 356,519 shares; 2025Q4: 353,931 shares; 2026Q1: 349,209 shares 349,209 $10.7M 2.51% -4,722 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: 104,345 shares; 2024Q4: 110,760 shares; 2025Q1: 114,773 shares; 2025Q2: 116,623 shares; 2025Q3: 120,613 shares; 2025Q4: 117,359 shares; 2026Q1: 118,234 shares 118,234 $10.7M 2.51% +875 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,707 shares; 2024Q4: 33,607 shares; 2025Q1: 33,607 shares; 2025Q2: 32,807 shares; 2025Q3: 32,807 shares; 2025Q4: 30,307 shares; 2026Q1: 30,307 shares 30,307 $9.95M 2.33% 0 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: 9,012 shares; 2024Q4: 9,006 shares; 2025Q1: 9,347 shares; 2025Q2: 9,465 shares; 2025Q3: 9,588 shares; 2025Q4: 9,618 shares; 2026Q1: 9,694 shares 9,694 $9.66M 2.26% +76 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,584 shares; 2024Q4: 219,584 shares; 2025Q1: 219,584 shares; 2025Q2: 219,694 shares; 2025Q3: 219,675 shares; 2025Q4: 219,565 shares; 2026Q1: 219,577 shares 219,577 $7.79M 1.83% +12 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: 26,647 shares; 2024Q4: 26,347 shares; 2025Q1: 27,002 shares; 2025Q2: 27,161 shares; 2025Q3: 27,002 shares; 2025Q4: 27,114 shares; 2026Q1: 26,972 shares 26,972 $7.74M 1.81% -142 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: 57,795 shares; 2024Q4: 58,607 shares; 2025Q1: 60,438 shares; 2025Q2: 60,074 shares; 2025Q3: 62,435 shares; 2025Q4: 60,527 shares; 2026Q1: 61,540 shares 61,540 $7.65M 1.79% +1,013 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: 12,458 shares; 2024Q4: 12,340 shares; 2025Q1: 12,566 shares; 2025Q2: 13,084 shares; 2025Q3: 12,433 shares; 2025Q4: 12,145 shares; 2026Q1: 12,235 shares 12,235 $7.06M 1.65% +90 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,976 shares; 2024Q4: 134,314 shares; 2025Q1: 143,096 shares; 2025Q2: 148,671 shares; 2025Q3: 162,947 shares; 2025Q4: 167,127 shares; 2026Q1: 175,137 shares 175,137 $6.82M 1.6% +8,010 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,359 shares; 2024Q4: 29,342 shares; 2025Q1: 28,287 shares; 2025Q2: 26,722 shares; 2025Q3: 26,806 shares; 2025Q4: 26,538 shares; 2026Q1: 25,912 shares 25,912 $6.33M 1.48% -626 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: 19,542 shares; 2024Q4: 21,480 shares; 2025Q1: 22,102 shares; 2025Q2: 31,765 shares; 2025Q3: 31,697 shares; 2025Q4: 31,342 shares; 2026Q1: 31,558 shares 31,558 $6.06M 1.42% +216 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: 17,923 shares; 2024Q4: 15,749 shares; 2025Q1: 14,162 shares; 2025Q2: 13,809 shares; 2025Q3: 13,748 shares; 2025Q4: 13,510 shares; 2026Q1: 13,420 shares 13,420 $5.82M 1.36% -90 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: 18,363 shares; 2024Q4: 20,293 shares; 2025Q1: 20,310 shares; 2025Q2: 21,323 shares; 2025Q3: 21,410 shares; 2025Q4: 22,103 shares; 2026Q1: 22,257 shares 22,257 $5.52M 1.29% +154 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: 20,537 shares; 2024Q4: 16,944 shares; 2025Q1: 16,926 shares; 2025Q2: 16,909 shares; 2025Q3: 16,899 shares; 2025Q4: 17,044 shares; 2026Q1: 17,300 shares 17,300 $5.23M 1.22% +256 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,517 shares; 2024Q4: 51,536 shares; 2025Q1: 54,588 shares; 2025Q2: 57,164 shares; 2025Q3: 64,447 shares; 2025Q4: 67,516 shares; 2026Q1: 72,535 shares 72,535 $5.16M 1.21% +5,019 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: 29,497 shares; 2024Q4: 29,141 shares; 2025Q1: 32,455 shares; 2025Q2: 34,104 shares; 2025Q3: 35,355 shares; 2025Q4: 35,161 shares; 2026Q1: 34,972 shares 34,972 $5.05M 1.18% -189 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: 15,488 shares; 2024Q4: 14,971 shares; 2025Q1: 13,470 shares; 2025Q2: 13,513 shares; 2025Q3: 13,492 shares; 2025Q4: 13,643 shares; 2026Q1: 13,251 shares 13,251 $4.9M 1.15% -392 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: 23,583 shares; 2024Q4: 22,957 shares; 2025Q1: 22,900 shares; 2025Q2: 23,051 shares; 2025Q3: 23,168 shares; 2025Q4: 23,379 shares; 2026Q1: 23,544 shares 23,544 $4.9M 1.15% +165 Timeline HELO 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: 20,467 shares; 2024Q4: 42,355 shares; 2025Q1: 62,835 shares; 2025Q2: 68,279 shares; 2025Q3: 71,584 shares; 2025Q4: 73,363 shares; 2026Q1: 74,638 shares 74,638 $4.77M 1.12% +1,275 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: 16,783 shares; 2024Q4: 16,711 shares; 2025Q1: 14,968 shares; 2025Q2: 13,130 shares; 2025Q3: 13,024 shares; 2025Q4: 13,037 shares; 2026Q1: 14,836 shares 14,836 $4.36M 1.02% +1,799 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: 5,543 shares; 2024Q4: 5,543 shares; 2025Q1: 6,661 shares; 2025Q2: 7,059 shares; 2025Q3: 7,416 shares; 2025Q4: 7,684 shares; 2026Q1: 7,715 shares 7,715 $4.35M 1.02% +31 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 10,923 shares; 2025Q1: 12,385 shares; 2025Q2: 12,955 shares; 2025Q3: 13,162 shares; 2025Q4: 13,362 shares; 2026Q1: 13,474 shares 13,474 $4.19M 0.98% +112 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: 24,462 shares; 2024Q4: 24,206 shares; 2025Q1: 26,606 shares; 2025Q2: 36,831 shares; 2025Q3: 40,512 shares; 2025Q4: 53,696 shares; 2026Q1: 65,031 shares 65,031 $4.17M 0.98% +11,335 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: 57,679 shares; 2024Q4: 57,249 shares; 2025Q1: 59,980 shares; 2025Q2: 60,364 shares; 2025Q3: 62,867 shares; 2025Q4: 59,899 shares; 2026Q1: 58,990 shares 58,990 $4.11M 0.96% -909 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: 13,389 shares; 2024Q4: 13,389 shares; 2025Q1: 13,389 shares; 2025Q2: 13,389 shares; 2025Q3: 13,389 shares; 2025Q4: 13,389 shares; 2026Q1: 13,389 shares 13,389 $3.84M 0.9% 0 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: 51,521 shares; 2024Q4: 50,855 shares; 2025Q1: 51,435 shares; 2025Q2: 51,435 shares; 2025Q3: 51,435 shares; 2025Q4: 50,144 shares; 2026Q1: 49,402 shares 49,402 $3.76M 0.88% -742 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: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 31,810 shares; 2025Q2: 33,279 shares; 2025Q3: 34,178 shares; 2025Q4: 34,397 shares; 2026Q1: 34,384 shares 34,384 $3.53M 0.83% -13 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: 11,549 shares; 2024Q4: 11,198 shares; 2025Q1: 11,250 shares; 2025Q2: 11,770 shares; 2025Q3: 11,391 shares; 2025Q4: 11,012 shares; 2026Q1: 11,113 shares 11,113 $3.44M 0.81% +101 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: 71,475 shares; 2024Q4: 71,441 shares; 2025Q1: 67,346 shares; 2025Q2: 64,112 shares; 2025Q3: 64,595 shares; 2025Q4: 64,636 shares; 2026Q1: 62,850 shares 62,850 $3.16M 0.74% -1,786 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: 7,756 shares; 2024Q4: 7,311 shares; 2025Q1: 10,386 shares; 2025Q2: 15,890 shares; 2025Q3: 20,632 shares; 2025Q4: 29,813 shares; 2026Q1: 42,513 shares 42,513 $3.13M 0.73% +12,700 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,139 shares; 2024Q4: 68,687 shares; 2025Q1: 73,888 shares; 2025Q2: 76,157 shares; 2025Q3: 82,520 shares; 2025Q4: 84,762 shares; 2026Q1: 88,330 shares 88,330 $2.99M 0.7% +3,568 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,607 shares; 2024Q4: 61,119 shares; 2025Q1: 48,117 shares; 2025Q2: 44,934 shares; 2025Q3: 46,918 shares; 2025Q4: 48,794 shares; 2026Q1: 51,848 shares 51,848 $2.94M 0.69% +3,054 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,250 shares; 2025Q1: 8,245 shares; 2025Q2: 8,245 shares; 2025Q3: 8,240 shares; 2025Q4: 8,254 shares; 2026Q1: 8,235 shares 8,235 $2.93M 0.69% -19 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: 2,620 shares; 2024Q4: 2,712 shares; 2025Q1: 3,243 shares; 2025Q2: 3,134 shares; 2025Q3: 2,867 shares; 2025Q4: 3,187 shares; 2026Q1: 4,422 shares 4,422 $2.88M 0.67% +1,235 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: 18,314 shares; 2024Q4: 18,329 shares; 2025Q1: 22,987 shares; 2025Q2: 26,822 shares; 2025Q3: 27,400 shares; 2025Q4: 28,363 shares; 2026Q1: 29,052 shares 29,052 $2.8M 0.66% +689 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: 39,215 shares; 2024Q4: 38,393 shares; 2025Q1: 29,006 shares; 2025Q2: 23,642 shares; 2025Q3: 23,500 shares; 2025Q4: 22,944 shares; 2026Q1: 22,439 shares 22,439 $2.79M 0.65% -505 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,657 shares; 2024Q4: 37,431 shares; 2025Q1: 47,733 shares; 2025Q2: 53,326 shares; 2025Q3: 54,382 shares; 2025Q4: 51,936 shares; 2026Q1: 50,593 shares 50,593 $2.33M 0.54% -1,343 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: 8,189 shares; 2024Q4: 7,802 shares; 2025Q1: 6,365 shares; 2025Q2: 6,022 shares; 2025Q3: 6,313 shares; 2025Q4: 11,098 shares; 2026Q1: 11,183 shares 11,183 $2.31M 0.54% +85 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: 1,846 shares; 2024Q4: 1,796 shares; 2025Q1: 1,803 shares; 2025Q2: 2,372 shares; 2025Q3: 2,035 shares; 2025Q4: 1,984 shares; 2026Q1: 2,474 shares 2,474 $2.28M 0.53% +490 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 2,165 shares; 2025Q3: 2,557 shares; 2025Q4: 5,054 shares; 2026Q1: 11,374 shares 11,374 $2.23M 0.52% +6,320 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: 23,018 shares; 2024Q4: 19,575 shares; 2025Q1: 26,435 shares; 2025Q2: 27,288 shares; 2025Q3: 27,691 shares; 2025Q4: 27,848 shares; 2026Q1: 28,408 shares 28,408 $2.2M 0.52% +560 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 18,716 shares; 2025Q1: 18,716 shares; 2025Q2: 18,716 shares; 2025Q3: 18,516 shares; 2025Q4: 18,516 shares; 2026Q1: 18,516 shares 18,516 $2.2M 0.51% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,423 shares; 2024Q4: 15,557 shares; 2025Q1: 17,023 shares; 2025Q2: 16,136 shares; 2025Q3: 14,945 shares; 2025Q4: 16,237 shares; 2026Q1: 16,515 shares 16,515 $2.16M 0.51% +278 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: 25,078 shares; 2024Q4: 29,361 shares; 2025Q1: 30,895 shares; 2025Q2: 32,173 shares; 2025Q3: 32,117 shares; 2025Q4: 30,771 shares; 2026Q1: 31,030 shares 31,030 $2.1M 0.49% +259 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: 8,141 shares; 2024Q4: 6,978 shares; 2025Q1: 10,159 shares; 2025Q2: 11,904 shares; 2025Q3: 12,389 shares; 2025Q4: 12,324 shares; 2026Q1: 11,979 shares 11,979 $2.09M 0.49% -345 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 5,487 shares; 2025Q2: 5,611 shares; 2025Q3: 5,810 shares; 2025Q4: 5,945 shares; 2026Q1: 6,234 shares 6,234 $2.05M 0.48% +289 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,223 shares; 2024Q4: 7,484 shares; 2025Q1: 11,305 shares; 2025Q2: 12,160 shares; 2025Q3: 12,677 shares; 2025Q4: 12,561 shares; 2026Q1: 12,614 shares 12,614 $2.04M 0.48% +53 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: 12,962 shares; 2024Q4: 13,096 shares; 2025Q1: 13,096 shares; 2025Q2: 12,010 shares; 2025Q3: 12,061 shares; 2025Q4: 12,060 shares; 2026Q1: 11,779 shares 11,779 $2M 0.47% -281 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,622 shares; 2024Q4: 12,935 shares; 2025Q1: 15,655 shares; 2025Q2: 15,602 shares; 2025Q3: 17,511 shares; 2025Q4: 18,993 shares; 2026Q1: 20,895 shares 20,895 $1.99M 0.47% +1,902 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: 6,461 shares; 2024Q4: 6,085 shares; 2025Q1: 9,323 shares; 2025Q2: 10,359 shares; 2025Q3: 11,796 shares; 2025Q4: 12,238 shares; 2026Q1: 12,563 shares 12,563 $1.95M 0.46% +325 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: 18,669 shares; 2024Q4: 18,573 shares; 2025Q1: 18,573 shares; 2025Q2: 19,478 shares; 2025Q3: 19,117 shares; 2025Q4: 19,264 shares; 2026Q1: 19,704 shares 19,704 $1.94M 0.45% +440 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,445 shares; 2025Q3: 16,280 shares; 2025Q4: 15,311 shares; 2026Q1: 14,249 shares 14,249 $1.94M 0.45% -1,062 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 9,549 shares; 2025Q1: 7,331 shares; 2025Q2: 6,680 shares; 2025Q3: 6,494 shares; 2025Q4: 5,977 shares; 2026Q1: 5,818 shares 5,818 $1.91M 0.45% -159 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: 3,949 shares; 2024Q4: 3,669 shares; 2025Q1: 5,832 shares; 2025Q2: 7,142 shares; 2025Q3: 7,699 shares; 2025Q4: 7,943 shares; 2026Q1: 8,041 shares 8,041 $1.9M 0.44% +98 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: 4,206 shares; 2025Q1: 8,567 shares; 2025Q2: 9,367 shares; 2025Q3: 9,367 shares; 2025Q4: 19,911 shares; 2026Q1: 22,350 shares 22,350 $1.89M 0.44% +2,439 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: 73,828 shares; 2024Q4: 65,792 shares; 2025Q1: 66,842 shares; 2025Q2: 66,114 shares; 2025Q3: 64,376 shares; 2025Q4: 65,026 shares; 2026Q1: 66,986 shares 66,986 $1.88M 0.44% +1,960 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: 27,408 shares; 2024Q4: 25,918 shares; 2025Q1: 23,099 shares; 2025Q2: 20,851 shares; 2025Q3: 20,560 shares; 2025Q4: 20,708 shares; 2026Q1: 20,976 shares 20,976 $1.82M 0.43% +268 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: 12,775 shares; 2024Q4: 12,518 shares; 2025Q1: 8,569 shares; 2025Q2: 7,799 shares; 2025Q3: 7,799 shares; 2025Q4: 7,511 shares; 2026Q1: 7,381 shares 7,381 $1.8M 0.42% -130 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,250 shares; 2025Q1: 6,055 shares; 2025Q2: 4,024 shares; 2025Q3: 6,023 shares; 2025Q4: 5,889 shares; 2026Q1: 6,084 shares 6,084 $1.75M 0.41% +195 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 47,189 shares; 2025Q1: 47,065 shares; 2025Q2: 43,660 shares; 2025Q3: 43,202 shares; 2025Q4: 44,473 shares; 2026Q1: 46,878 shares 46,878 $1.73M 0.4% +2,405 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: 5,637 shares; 2025Q2: 7,172 shares; 2025Q3: 6,245 shares; 2025Q4: 5,308 shares; 2026Q1: 4,277 shares 4,277 $1.68M 0.39% -1,031 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: 13,110 shares; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 12,910 shares; 2025Q3: 12,910 shares; 2025Q4: 12,910 shares; 2026Q1: 12,910 shares 12,910 $1.65M 0.39% 0 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: 9,373 shares; 2024Q4: 10,644 shares; 2025Q1: 10,880 shares; 2025Q2: 10,610 shares; 2025Q3: 10,971 shares; 2025Q4: 10,613 shares; 2026Q1: 16,608 shares 16,608 $1.61M 0.38% +5,995 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,236 shares; 2024Q4: 25,317 shares; 2025Q1: 20,441 shares; 2025Q2: 14,747 shares; 2025Q3: 13,655 shares; 2025Q4: 13,464 shares; 2026Q1: 13,388 shares 13,388 $1.61M 0.38% -76 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: 7,082 shares; 2024Q4: 6,873 shares; 2025Q1: 4,906 shares; 2025Q2: 4,708 shares; 2025Q3: 4,708 shares; 2025Q4: 4,443 shares; 2026Q1: 4,363 shares 4,363 $1.56M 0.37% -80 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: 1,493 shares; 2024Q4: 1,392 shares; 2025Q1: 2,943 shares; 2025Q2: 3,690 shares; 2025Q3: 4,242 shares; 2025Q4: 4,398 shares; 2026Q1: 4,425 shares 4,425 $1.56M 0.36% +27 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 1,046 shares; 2025Q3: 1,230 shares; 2025Q4: 1,182 shares; 2026Q1: 1,054 shares 1,054 $1.55M 0.36% -128 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,759 shares; 2024Q4: 46,074 shares; 2025Q1: 47,307 shares; 2025Q2: 47,015 shares; 2025Q3: 45,960 shares; 2025Q4: 45,827 shares; 2026Q1: 50,938 shares 50,938 $1.54M 0.36% +5,111 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,927 shares; 2025Q2: 8,927 shares; 2025Q3: 8,927 shares; 2025Q4: 33,065 shares; 2026Q1: 33,276 shares 33,276 $1.54M 0.36% +211 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: 1,046 shares; 2024Q4: 1,015 shares; 2025Q1: 2,003 shares; 2025Q2: 2,252 shares; 2025Q3: 2,675 shares; 2025Q4: 2,696 shares; 2026Q1: 2,537 shares 2,537 $1.53M 0.36% -159 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: 2,050 shares; 2024Q4: 2,126 shares; 2025Q1: 6,756 shares; 2025Q2: 8,205 shares; 2025Q3: 9,291 shares; 2025Q4: 10,752 shares; 2026Q1: 11,043 shares 11,043 $1.46M 0.34% +291 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: not reported; 2024Q4: 13,877 shares; 2025Q1: 9,231 shares; 2025Q2: 9,409 shares; 2025Q3: 9,409 shares; 2025Q4: 9,409 shares; 2026Q1: 28,187 shares 28,187 $1.43M 0.33% +18,778 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: 5,479 shares; 2024Q4: 5,279 shares; 2025Q1: 5,483 shares; 2025Q2: 6,098 shares; 2025Q3: 6,192 shares; 2025Q4: 6,501 shares; 2026Q1: 11,523 shares 11,523 $1.33M 0.31% +5,022 Timeline TOUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,153 shares; 2026Q1: 37,667 shares 37,667 $1.3M 0.3% +2,514 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: 3,857 shares; 2024Q4: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares 3,005 $1.28M 0.3% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,936 shares; 2025Q4: 13,536 shares; 2026Q1: 26,331 shares 26,331 $1.27M 0.3% +12,795 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,883 shares; 2025Q1: 1,749 shares; 2025Q2: 1,967 shares; 2025Q3: 1,949 shares; 2025Q4: 2,057 shares; 2026Q1: 2,150 shares 2,150 $1.23M 0.29% +93 Timeline JMEE 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: 14,822 shares; 2025Q1: 14,822 shares; 2025Q2: 17,227 shares; 2025Q3: 17,628 shares; 2025Q4: 18,887 shares; 2026Q1: 18,155 shares 18,155 $1.21M 0.28% -732 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 30,153 shares; 2025Q3: 43,500 shares; 2025Q4: 49,909 shares; 2026Q1: 53,314 shares 53,314 $1.2M 0.28% +3,405 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,472 shares; 2025Q4: 1,463 shares; 2026Q1: 1,416 shares 1,416 $1.2M 0.28% -47 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: 207 shares; 2025Q1: 819 shares; 2025Q2: 971 shares; 2025Q3: 1,124 shares; 2025Q4: 1,155 shares; 2026Q1: 1,201 shares 1,201 $1.16M 0.27% +46 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,486 shares; 2024Q4: 16,017 shares; 2025Q1: 13,763 shares; 2025Q2: 13,908 shares; 2025Q3: 13,936 shares; 2025Q4: 14,393 shares; 2026Q1: 14,202 shares 14,202 $1.15M 0.27% -191 Timeline GSIE 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: 26,067 shares; 2025Q1: 26,067 shares; 2025Q2: 25,345 shares; 2025Q3: 26,886 shares; 2025Q4: 26,773 shares; 2026Q1: 26,546 shares 26,546 $1.14M 0.27% -227 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: 9,327 shares; 2024Q4: 9,154 shares; 2025Q1: 8,901 shares; 2025Q2: 8,907 shares; 2025Q3: 7,216 shares; 2025Q4: 6,705 shares; 2026Q1: 5,817 shares 5,817 $1.09M 0.25% -888 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: 4,237 shares; 2024Q4: 4,238 shares; 2025Q1: 9,291 shares; 2025Q2: 10,046 shares; 2025Q3: 10,482 shares; 2025Q4: 10,576 shares; 2026Q1: 11,426 shares 11,426 $1.07M 0.25% +850 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: 9,156 shares; 2024Q4: 8,978 shares; 2025Q1: 5,788 shares; 2025Q2: 4,773 shares; 2025Q3: 4,501 shares; 2025Q4: 3,898 shares; 2026Q1: 3,563 shares 3,563 $1.05M 0.25% -335 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: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 3,069 shares; 2025Q3: 3,506 shares; 2025Q4: 3,762 shares; 2026Q1: 3,933 shares 3,933 $1.02M 0.24% +171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,889 shares; 2025Q4: 2,582 shares; 2026Q1: 3,884 shares 3,884 $1.02M 0.24% +1,302 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: 6,761 shares; 2024Q4: 6,461 shares; 2025Q1: 6,411 shares; 2025Q2: 7,176 shares; 2025Q3: 7,176 shares; 2025Q4: 7,126 shares; 2026Q1: 6,626 shares 6,626 $1M 0.23% -500 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: 8,648 shares; 2024Q4: 8,248 shares; 2025Q1: 8,248 shares; 2025Q2: 9,374 shares; 2025Q3: 9,474 shares; 2025Q4: 12,884 shares; 2026Q1: 18,407 shares 18,407 $995K 0.23% +5,523 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,329 shares; 2025Q2: 7,698 shares; 2025Q3: 8,226 shares; 2025Q4: 8,248 shares; 2026Q1: 9,164 shares 9,164 $969K 0.23% +916 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: 1,703 shares; 2024Q4: 1,616 shares; 2025Q1: 2,181 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 2,015 shares 2,015 $966K 0.23% -166 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 494 shares; 2025Q3: 612 shares; 2025Q4: 1,092 shares; 2026Q1: 2,200 shares 2,200 $961K 0.23% +1,108 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,488 shares; 2025Q2: 10,340 shares; 2025Q3: 15,569 shares; 2025Q4: 16,787 shares; 2026Q1: 17,197 shares 17,197 $956K 0.22% +410 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: not reported; 2024Q4: not reported; 2025Q1: 4,480 shares; 2025Q2: 5,647 shares; 2025Q3: 7,790 shares; 2025Q4: 8,288 shares; 2026Q1: 10,272 shares 10,272 $946K 0.22% +1,984 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: 7,348 shares; 2024Q4: 7,254 shares; 2025Q1: 4,788 shares; 2025Q2: 4,173 shares; 2025Q3: 3,155 shares; 2025Q4: 3,020 shares; 2026Q1: 2,857 shares 2,857 $931K 0.22% -163 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: 4,070 shares; 2024Q4: 4,070 shares; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares; 2025Q4: 4,057 shares; 2026Q1: 4,094 shares 4,094 $890K 0.21% +37 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 3,859 shares; 2025Q2: 4,694 shares; 2025Q3: 4,809 shares; 2025Q4: 4,800 shares; 2026Q1: 5,897 shares 5,897 $868K 0.2% +1,097 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 1,601 shares; 2025Q3: 1,685 shares; 2025Q4: 1,631 shares; 2026Q1: 1,564 shares 1,564 $859K 0.2% -67 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,341 shares; 2025Q2: 2,653 shares; 2025Q3: 3,213 shares; 2025Q4: 2,994 shares; 2026Q1: 2,508 shares 2,508 $857K 0.2% -486 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: 1,529 shares; 2024Q4: 1,525 shares; 2025Q1: 1,428 shares; 2025Q2: 1,411 shares; 2025Q3: 1,522 shares; 2025Q4: 1,688 shares; 2026Q1: 1,955 shares 1,955 $832K 0.19% +267 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: 3,640 shares; 2024Q4: 3,215 shares; 2025Q1: 3,479 shares; 2025Q2: 3,689 shares; 2025Q3: 3,535 shares; 2025Q4: 3,479 shares; 2026Q1: 3,364 shares 3,364 $815K 0.19% -115 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 7,322 shares; 2025Q3: 8,793 shares; 2025Q4: 9,886 shares; 2026Q1: 10,700 shares 10,700 $806K 0.19% +814 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: 2,987 shares; 2025Q2: 3,824 shares; 2025Q3: 4,272 shares; 2025Q4: 4,402 shares; 2026Q1: 4,414 shares 4,414 $805K 0.19% +12 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: 18,823 shares; 2024Q4: 20,515 shares; 2025Q1: 20,702 shares; 2025Q2: 21,081 shares; 2025Q3: 21,002 shares; 2025Q4: 14,465 shares; 2026Q1: 13,566 shares 13,566 $770K 0.18% -899 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 5,696 shares; 2025Q3: 5,565 shares; 2025Q4: 5,600 shares; 2026Q1: 6,210 shares 6,210 $762K 0.18% +610 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,094 shares; 2024Q4: 28,682 shares; 2025Q1: 28,949 shares; 2025Q2: 26,848 shares; 2025Q3: 26,448 shares; 2025Q4: 24,616 shares; 2026Q1: 24,761 shares 24,761 $762K 0.18% +145 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,089 shares; 2024Q4: 135,189 shares; 2025Q1: 286,614 shares; 2025Q2: 286,614 shares; 2025Q3: 334,982 shares; 2025Q4: 179,696 shares; 2026Q1: 116,537 shares 116,537 $744K 0.17% -63,159 Timeline QSU TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2025Q4: not reported; 2026Q1: 62,000 shares 62,000 $741K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: 2,366 shares; 2025Q3: 2,648 shares; 2025Q4: 2,805 shares; 2026Q1: 3,213 shares 3,213 $738K 0.17% +408 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,805 shares 8,805 $737K 0.17% new 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: 5,106 shares; 2024Q4: 4,979 shares; 2025Q1: 3,863 shares; 2025Q2: 2,048 shares; 2025Q3: 2,277 shares; 2025Q4: 2,340 shares; 2026Q1: 2,255 shares 2,255 $717K 0.17% -85 Timeline JPSE 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: 22,854 shares; 2024Q4: 14,621 shares; 2025Q1: 12,271 shares; 2025Q2: 19,370 shares; 2025Q3: 19,376 shares; 2025Q4: 13,734 shares; 2026Q1: 13,516 shares 13,516 $709K 0.17% -218 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: 8,273 shares; 2024Q4: 8,273 shares; 2025Q1: 8,273 shares; 2025Q2: 8,273 shares; 2025Q3: 8,273 shares; 2025Q4: 8,273 shares; 2026Q1: 8,273 shares 8,273 $693K 0.16% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 11,074 shares; 2025Q1: 6,672 shares; 2025Q2: 4,829 shares; 2025Q3: 4,522 shares; 2025Q4: 4,269 shares; 2026Q1: 3,454 shares 3,454 $677K 0.16% -815 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: not reported; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 4,361 shares; 2025Q3: 5,431 shares; 2025Q4: 5,651 shares; 2026Q1: 5,179 shares 5,179 $667K 0.16% -472 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: 2,399 shares; 2025Q3: 2,966 shares; 2025Q4: 3,060 shares; 2026Q1: 4,085 shares 4,085 $655K 0.15% +1,025 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 2,137 shares; 2025Q1: 1,750 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 936 shares; 2026Q1: 4,233 shares 4,233 $638K 0.15% +3,297 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 9,624 shares; 2025Q1: 9,624 shares; 2025Q2: 9,624 shares; 2025Q3: 9,246 shares; 2025Q4: 8,337 shares; 2026Q1: 10,166 shares 10,166 $628K 0.15% +1,829 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 680 shares; 2025Q3: 646 shares; 2025Q4: 691 shares; 2026Q1: 848 shares 848 $618K 0.14% +157 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: 8,981 shares; 2024Q4: 8,945 shares; 2025Q1: 6,192 shares; 2025Q2: 3,766 shares; 2025Q3: 2,822 shares; 2025Q4: 2,683 shares; 2026Q1: 2,533 shares 2,533 $615K 0.14% -150 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,425 shares 1,425 $613K 0.14% +75 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: 17,773 shares; 2024Q4: 17,438 shares; 2025Q1: 10,183 shares; 2025Q2: 6,033 shares; 2025Q3: 5,683 shares; 2025Q4: 5,417 shares; 2026Q1: 4,639 shares 4,639 $607K 0.14% -778 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 458 shares; 2025Q3: 781 shares; 2025Q4: 1,688 shares; 2026Q1: 1,876 shares 1,876 $602K 0.14% +188 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,054 shares; 2025Q4: 6,333 shares; 2026Q1: 8,194 shares 8,194 $589K 0.14% +1,861 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: 6,938 shares; 2024Q4: 6,817 shares; 2025Q1: 3,975 shares; 2025Q2: 4,069 shares; 2025Q3: 3,974 shares; 2025Q4: 3,969 shares; 2026Q1: 3,653 shares 3,653 $583K 0.14% -316 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: 2,583 shares; 2024Q4: 2,458 shares; 2025Q1: 1,343 shares; 2025Q2: 1,453 shares; 2025Q3: 1,432 shares; 2025Q4: 1,423 shares; 2026Q1: 1,363 shares 1,363 $568K 0.13% -60 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: 12,793 shares; 2024Q4: 12,793 shares; 2025Q1: 12,793 shares; 2025Q2: 12,793 shares; 2025Q3: 12,793 shares; 2025Q4: 12,621 shares; 2026Q1: 6,429 shares 6,429 $567K 0.13% -6,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,954 shares 48,954 $565K 0.13% new 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: 5,112 shares; 2026Q1: 4,868 shares 4,868 $562K 0.13% -244 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 3,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,577 shares 8,577 $539K 0.13% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,623 shares; 2025Q3: 1,818 shares; 2025Q4: 1,778 shares; 2026Q1: 1,862 shares 1,862 $528K 0.12% +84 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,268 shares; 2025Q4: 2,240 shares; 2026Q1: 3,506 shares 3,506 $526K 0.12% +1,266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,445 shares; 2025Q4: 1,431 shares; 2026Q1: 1,816 shares 1,816 $507K 0.12% +385 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: 12,941 shares; 2024Q4: 12,691 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 11,691 shares; 2025Q4: 11,691 shares; 2026Q1: 10,355 shares 10,355 $505K 0.12% -1,336 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 6,730 shares; 2025Q2: 6,740 shares; 2025Q3: 6,740 shares; 2025Q4: 6,740 shares; 2026Q1: 14,843 shares 14,843 $500K 0.12% +8,103 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: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,781 shares; 2025Q3: 6,121 shares; 2025Q4: 6,686 shares; 2026Q1: 7,934 shares 7,934 $498K 0.12% +1,248 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: 9,670 shares; 2024Q4: 9,670 shares; 2025Q1: 9,707 shares; 2025Q2: 10,415 shares; 2025Q3: 10,508 shares; 2025Q4: 11,108 shares; 2026Q1: 10,460 shares 10,460 $479K 0.11% -648 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: 5,539 shares; 2024Q4: 5,539 shares; 2025Q1: 6,876 shares; 2025Q2: 8,619 shares; 2025Q3: 7,478 shares; 2025Q4: 8,312 shares; 2026Q1: 9,769 shares 9,769 $473K 0.11% +1,457 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: 713 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $468K 0.11% 0 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: 651 shares; 2024Q4: 551 shares; 2025Q1: 888 shares; 2025Q2: 977 shares; 2025Q3: 1,001 shares; 2025Q4: 983 shares; 2026Q1: 937 shares 937 $468K 0.11% -46 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: 3,357 shares; 2024Q4: 3,356 shares; 2025Q1: 3,356 shares; 2025Q2: 3,356 shares; 2025Q3: 3,356 shares; 2025Q4: 3,404 shares; 2026Q1: 3,356 shares 3,356 $468K 0.11% -48 Timeline QTEC 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: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $462K 0.11% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $415K 0.1% 0 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: 3,353 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,472 shares; 2026Q1: 2,457 shares 2,457 $406K 0.1% -15 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: 13,698 shares; 2024Q4: 13,717 shares; 2025Q1: 13,717 shares; 2025Q2: 13,717 shares; 2025Q3: 13,717 shares; 2025Q4: 13,717 shares; 2026Q1: 13,717 shares 13,717 $398K 0.09% 0 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: 3,762 shares; 2025Q1: 3,995 shares; 2025Q2: 5,106 shares; 2025Q3: 4,527 shares; 2025Q4: 4,816 shares; 2026Q1: 5,523 shares 5,523 $396K 0.09% +707 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 366 shares; 2025Q4: 7,441 shares; 2026Q1: 15,436 shares 15,436 $396K 0.09% +7,995 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,143 shares 1,143 $392K 0.09% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,110 shares; 2025Q2: 8,099 shares; 2025Q3: 8,099 shares; 2025Q4: 8,123 shares; 2026Q1: 8,123 shares 8,123 $391K 0.09% 0 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,576 shares; 2024Q4: 41,821 shares; 2025Q1: 38,522 shares; 2025Q2: 29,166 shares; 2025Q3: 29,678 shares; 2025Q4: 26,514 shares; 2026Q1: 25,537 shares 25,537 $383K 0.09% -977 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: 2,548 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares 2,248 $380K 0.09% 0 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: 3,250 shares; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,639 shares; 2025Q4: 3,907 shares; 2026Q1: 3,907 shares 3,907 $380K 0.09% 0 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 1,449 shares; 2025Q2: 1,652 shares; 2025Q3: 978 shares; 2025Q4: 865 shares; 2026Q1: 820 shares 820 $378K 0.09% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,757 shares; 2026Q1: 4,833 shares 4,833 $373K 0.09% +76 Timeline XLE 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: 2,102 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,764 shares; 2025Q3: 2,942 shares; 2025Q4: 5,940 shares; 2026Q1: 5,658 shares 5,658 $347K 0.08% -282 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: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $337K 0.08% 0 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: 2,625 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares 1,559 $333K 0.08% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares 1,026 $322K 0.08% 0 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: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares; 2026Q1: 2,779 shares 2,779 $315K 0.07% +15 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,981 shares; 2024Q4: 17,981 shares; 2025Q1: 17,981 shares; 2025Q2: 17,981 shares; 2025Q3: 17,981 shares; 2025Q4: 17,981 shares; 2026Q1: 17,981 shares 17,981 $313K 0.07% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,266 shares; 2026Q1: 5,640 shares 5,640 $312K 0.07% +3,374 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,547 shares; 2025Q1: 15,547 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares; 2025Q4: 15,547 shares; 2026Q1: 14,947 shares 14,947 $306K 0.07% -600 Timeline FDN 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: 1,282 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $300K 0.07% 0 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: 6,686 shares; 2024Q4: 6,528 shares; 2025Q1: 4,194 shares; 2025Q2: 2,740 shares; 2025Q3: 1,581 shares; 2025Q4: 1,346 shares; 2026Q1: 1,011 shares 1,011 $294K 0.07% -335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,677 shares; 2026Q1: 1,602 shares 1,602 $292K 0.07% -75 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $277K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,168 shares; 2026Q1: 4,168 shares 4,168 $275K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 6,318 shares; 2025Q1: 6,318 shares; 2025Q2: 6,202 shares; 2025Q3: 6,202 shares; 2025Q4: 4,550 shares; 2026Q1: 4,525 shares 4,525 $274K 0.06% -25 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: 4,643 shares; 2024Q4: 4,617 shares; 2025Q1: 2,221 shares; 2025Q2: 2,088 shares; 2025Q3: 1,908 shares; 2025Q4: 1,847 shares; 2026Q1: 1,320 shares 1,320 $274K 0.06% -527 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $265K 0.06% 0 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,112 shares 6,112 $256K 0.06% new 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: 18,576 shares; 2024Q4: 18,271 shares; 2025Q1: 9,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares 2,708 $251K 0.06% new 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 964 shares; 2025Q2: 793 shares; 2025Q3: 929 shares; 2025Q4: 1,819 shares; 2026Q1: 1,772 shares 1,772 $235K 0.06% -47 Timeline EUSA 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: 2,306 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares 2,306 $235K 0.05% 0 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: not reported; 2025Q4: 932 shares; 2026Q1: 1,987 shares 1,987 $233K 0.05% +1,055 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,138 shares; 2025Q1: 3,070 shares; 2025Q2: 3,087 shares; 2025Q3: 2,959 shares; 2025Q4: 2,966 shares; 2026Q1: 2,875 shares 2,875 $229K 0.05% -91 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: not reported; 2025Q2: 4,934 shares; 2025Q3: 4,934 shares; 2025Q4: not reported; 2026Q1: 4,920 shares 4,920 $228K 0.05% new 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: 2,924 shares; 2024Q4: 2,923 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares; 2026Q1: 2,891 shares 2,891 $227K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares; 2026Q1: 2,743 shares 2,743 $227K 0.05% +1,118 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,181 shares 4,181 $226K 0.05% new 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $221K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 1,112 shares; 2025Q4: 1,179 shares; 2026Q1: 1,130 shares 1,130 $219K 0.05% -49 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,014 shares; 2025Q1: 2,362 shares; 2025Q2: 1,998 shares; 2025Q3: 1,882 shares; 2025Q4: 1,670 shares; 2026Q1: 1,394 shares 1,394 $219K 0.05% -276 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: not reported; 2024Q4: 750 shares; 2025Q1: 565 shares; 2025Q2: 1,411 shares; 2025Q3: 1,362 shares; 2025Q4: 1,470 shares; 2026Q1: 1,446 shares 1,446 $212K 0.05% -24 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,206 shares; 2026Q1: 1,212 shares 1,212 $208K 0.05% +6 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: not reported; 2025Q4: 8,338 shares; 2026Q1: 8,557 shares 8,557 $207K 0.05% +219 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,484 shares; 2026Q1: 3,861 shares 3,861 $193K 0.05% +1,377 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: 5,178 shares; 2024Q4: 5,027 shares; 2025Q1: 3,980 shares; 2025Q2: 2,880 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares 2,299 $190K 0.04% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 23,639 shares; 2025Q1: 21,139 shares; 2025Q2: 21,139 shares; 2025Q3: 21,139 shares; 2025Q4: 21,139 shares; 2026Q1: 21,139 shares 21,139 $182K 0.04% 0 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: 5,322 shares; 2024Q4: 5,322 shares; 2025Q1: 6,713 shares; 2025Q2: 7,037 shares; 2025Q3: 6,853 shares; 2025Q4: 7,242 shares; 2026Q1: 7,460 shares 7,460 $181K 0.04% +218 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: 1,514 shares; 2024Q4: 1,514 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214 $177K 0.04% 0 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,436 shares 4,436 $175K 0.04% new 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: not reported; 2025Q4: 763 shares; 2026Q1: 3,560 shares 3,560 $168K 0.04% +2,797 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,097 shares 6,097 $167K 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 637 shares; 2025Q3: 657 shares; 2025Q4: 1,466 shares; 2026Q1: 1,487 shares 1,487 $162K 0.04% +21 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares; 2026Q1: 2,600 shares 2,600 $152K 0.04% +1,691 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: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,437 shares; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 1,415 shares; 2026Q1: 5,936 shares 5,936 $150K 0.04% +4,521 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,645 shares; 2024Q4: 29,062 shares; 2025Q1: 29,062 shares; 2025Q2: 29,062 shares; 2025Q3: 29,062 shares; 2025Q4: 29,062 shares; 2026Q1: 29,062 shares 29,062 $134K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $134K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862 $126K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 209 shares; 2025Q4: 4,299 shares; 2026Q1: 4,940 shares 4,940 $122K 0.03% +641 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: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,157 shares 1,157 $106K 0.02% -10 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 900 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 892 shares; 2025Q4: 884 shares; 2026Q1: 1,059 shares 1,059 $99.5K 0.02% +175 Timeline PWV 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: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $81.9K 0.02% 0 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,012 shares 10,012 $80.3K 0.02% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 1,005 shares 1,005 $76.1K 0.02% +544 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $69K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $68.5K 0.02% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 1,206 shares 1,206 $64.8K 0.02% +937 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 205 shares; 2026Q1: 178 shares 178 $63.5K 0.01% -27 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $63K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,503 shares 2,503 $62.8K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $62.4K 0.01% 0 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: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $57.2K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $54.6K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares 1,117 $50.4K 0.01% new 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: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $50.3K 0.01% 0 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: 555 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $48.3K 0.01% 0 Timeline GSUS 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: 536 shares; 2026Q1: 536 shares 536 $48K 0.01% 0 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: 708 shares 708 $46.2K 0.01% +371 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 301 shares 301 $43.6K 0.01% +189 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 60 shares; 2025Q4: 1,240 shares; 2026Q1: 1,416 shares 1,416 $41.2K 0.01% +176 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $41.2K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 45 shares; 2025Q4: 964 shares; 2026Q1: 1,144 shares 1,144 $37.7K 0.01% +180 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 15,500 shares 15,500 $35K 0.01% new Timeline XLP 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: 644 shares; 2024Q4: 1,906 shares; 2025Q1: 1,525 shares; 2025Q2: 1,404 shares; 2025Q3: 668 shares; 2025Q4: 570 shares; 2026Q1: 424 shares 424 $34.8K 0.01% -146 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: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 134 shares 134 $34.5K 0.01% -125 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430 $32.3K 0.01% new 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: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 193 shares; 2026Q1: 189 shares 189 $31.9K 0.01% -4 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: not reported; 2025Q4: 271 shares; 2026Q1: 654 shares 654 $30.1K 0.01% +383 Timeline XLB 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $30K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $29.4K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 161 shares; 2025Q1: 173 shares; 2025Q2: 186 shares; 2025Q3: 197 shares; 2025Q4: 208 shares; 2026Q1: 210 shares 210 $29K 0.01% +2 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 502 shares 502 $26.1K 0.01% +273 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $25.5K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $24.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 21 shares; 2025Q4: 448 shares; 2026Q1: 516 shares 516 $24.1K 0.01% +68 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 43 shares; 2025Q4: 942 shares; 2026Q1: 1,086 shares 1,086 $23.3K 0.01% +144 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares 641 $21.8K 0.01% new Timeline GIGB 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: 441 shares; 2026Q1: 441 shares 441 $20.2K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $18.2K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 739 shares; 2026Q1: 751 shares 751 $17.4K <0.01% +12 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 196 shares 196 $16.8K <0.01% +104 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $16.2K <0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: 343 shares 343 $15.7K <0.01% +184 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares; 2026Q1: 211 shares 211 $15.7K <0.01% +112 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares 484 $14.6K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.8K <0.01% 0 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: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,944 shares; 2026Q1: 230 shares 230 $11.4K <0.01% -1,714 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $10.8K <0.01% 0 Timeline GTIP 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: 193 shares; 2026Q1: 193 shares 193 $9.53K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $9.21K <0.01% 0 Timeline NLR 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: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $8.12K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $7.44K <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: not reported; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $6.21K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $5.04K <0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $4.92K <0.01% new Timeline MSN EMERSON RADIO CORP More: the full row for EMERSON RADIO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $3.77K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $3.27K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $2.72K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.51K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 87 shares 87 $2.11K <0.01% +1 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.65K <0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.6K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $1.55K <0.01% 0 Timeline EMGF 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: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.21K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $805 <0.01% 0 Timeline XLRE 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $735 <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $479 <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $331 <0.01% 0 Timeline