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: 200,985 shares; 2024Q4: 201,818 shares; 2025Q1: 202,756 shares; 2025Q2: 203,169 shares; 2025Q3: 202,585 shares; 2025Q4: 201,819 shares; 2026Q1: 200,502 shares 200,502 $50.9M 6.61% -1,317 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: 346,479 shares; 2024Q4: 1,068,635 shares; 2025Q1: 1,128,909 shares; 2025Q2: 1,198,977 shares; 2025Q3: 1,209,473 shares; 2025Q4: 1,175,074 shares; 2026Q1: 1,188,417 shares 1,188,417 $36.5M 4.73% +13,343 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,714 shares; 2024Q4: 936,147 shares; 2025Q1: 981,545 shares; 2025Q2: 1,021,763 shares; 2025Q3: 1,044,100 shares; 2025Q4: 1,010,795 shares; 2026Q1: 1,036,437 shares 1,036,437 $30.2M 3.92% +25,642 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: 134,039 shares; 2024Q4: 134,259 shares; 2025Q1: 135,250 shares; 2025Q2: 135,493 shares; 2025Q3: 135,547 shares; 2025Q4: 135,250 shares; 2026Q1: 136,170 shares 136,170 $28.4M 3.68% +920 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: 37,955 shares; 2024Q4: 38,665 shares; 2025Q1: 39,751 shares; 2025Q2: 41,401 shares; 2025Q3: 42,250 shares; 2025Q4: 42,735 shares; 2026Q1: 43,016 shares 43,016 $24.8M 3.22% +281 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: 110,571 shares; 2024Q4: 115,833 shares; 2025Q1: 121,668 shares; 2025Q2: 126,398 shares; 2025Q3: 130,402 shares; 2025Q4: 131,274 shares; 2026Q1: 132,431 shares 132,431 $23.1M 3% +1,157 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: 3,803 shares; 2024Q4: 4,168 shares; 2025Q1: 5,049 shares; 2025Q2: 5,382 shares; 2025Q3: 6,228 shares; 2025Q4: 48,576 shares; 2026Q1: 65,324 shares 65,324 $21M 2.72% +16,748 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: 24,318 shares; 2024Q4: 25,811 shares; 2025Q1: 26,402 shares; 2025Q2: 27,880 shares; 2025Q3: 28,795 shares; 2025Q4: 29,163 shares; 2026Q1: 30,733 shares 30,733 $20.1M 2.61% +1,570 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: 65,201 shares; 2024Q4: 66,384 shares; 2025Q1: 66,533 shares; 2025Q2: 66,625 shares; 2025Q3: 67,346 shares; 2025Q4: 67,949 shares; 2026Q1: 68,185 shares 68,185 $19.6M 2.55% +236 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,142 shares; 2024Q4: 144,779 shares; 2025Q1: 164,546 shares; 2025Q2: 168,852 shares; 2025Q3: 182,872 shares; 2025Q4: 193,134 shares; 2026Q1: 217,078 shares 217,078 $19.1M 2.48% +23,944 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,788 shares; 2024Q4: 85,284 shares; 2025Q1: 82,946 shares; 2025Q2: 82,446 shares; 2025Q3: 81,247 shares; 2025Q4: 80,169 shares; 2026Q1: 76,285 shares 76,285 $16.4M 2.13% -3,884 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: 41,073 shares; 2024Q4: 41,174 shares; 2025Q1: 41,658 shares; 2025Q2: 41,413 shares; 2025Q3: 41,051 shares; 2025Q4: 41,257 shares; 2026Q1: 42,382 shares 42,382 $15.7M 2.04% +1,125 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,092 shares; 2024Q4: 255,467 shares; 2025Q1: 273,747 shares; 2025Q2: 321,612 shares; 2025Q3: 389,414 shares; 2025Q4: 426,872 shares; 2026Q1: 453,312 shares 453,312 $15.2M 1.97% +26,440 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: 15,008 shares; 2024Q4: 14,572 shares; 2025Q1: 16,985 shares; 2025Q2: 20,100 shares; 2025Q3: 20,226 shares; 2025Q4: 20,918 shares; 2026Q1: 21,679 shares 21,679 $14.1M 1.83% +761 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: 112,393 shares; 2024Q4: 107,951 shares; 2025Q1: 103,399 shares; 2025Q2: 102,235 shares; 2025Q3: 100,719 shares; 2025Q4: 99,184 shares; 2026Q1: 93,591 shares 93,591 $13.7M 1.77% -5,593 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,831 shares; 2024Q4: 218,384 shares; 2025Q1: 249,534 shares; 2025Q2: 313,602 shares; 2025Q3: 379,951 shares; 2025Q4: 396,346 shares; 2026Q1: 415,810 shares 415,810 $13.5M 1.75% +19,464 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: 57,852 shares; 2024Q4: 58,359 shares; 2025Q1: 60,284 shares; 2025Q2: 62,010 shares; 2025Q3: 63,264 shares; 2025Q4: 51,887 shares; 2026Q1: 49,303 shares 49,303 $12.9M 1.68% -2,584 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 28,197 shares; 2025Q1: 39,250 shares; 2025Q2: 45,765 shares; 2025Q3: 50,244 shares; 2025Q4: 78,804 shares; 2026Q1: 104,075 shares 104,075 $9.81M 1.27% +25,271 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: 38,100 shares; 2024Q4: 40,251 shares; 2025Q1: 42,493 shares; 2025Q2: 44,328 shares; 2025Q3: 46,297 shares; 2025Q4: 34,015 shares; 2026Q1: 32,272 shares 32,272 $9.27M 1.2% -1,743 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: 128,700 shares; 2024Q4: 261,134 shares; 2025Q1: 252,454 shares; 2025Q2: 292,571 shares; 2025Q3: 334,385 shares; 2025Q4: 338,257 shares; 2026Q1: 352,445 shares 352,445 $8.72M 1.13% +14,188 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: 13,874 shares; 2024Q4: 13,861 shares; 2025Q1: 14,205 shares; 2025Q2: 14,406 shares; 2025Q3: 14,595 shares; 2025Q4: 15,082 shares; 2026Q1: 15,226 shares 15,226 $8.71M 1.13% +144 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,097 shares; 2024Q4: 67,181 shares; 2025Q1: 99,178 shares; 2025Q2: 106,350 shares; 2025Q3: 120,450 shares; 2025Q4: 137,289 shares; 2026Q1: 182,207 shares 182,207 $8.31M 1.08% +44,918 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: 26,706 shares; 2024Q4: 26,629 shares; 2025Q1: 27,372 shares; 2025Q2: 27,786 shares; 2025Q3: 27,925 shares; 2025Q4: 27,910 shares; 2026Q1: 28,192 shares 28,192 $8.09M 1.05% +282 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: 22,950 shares; 2024Q4: 23,029 shares; 2025Q1: 23,710 shares; 2025Q2: 24,025 shares; 2025Q3: 24,275 shares; 2025Q4: 24,686 shares; 2026Q1: 24,772 shares 24,772 $7.67M 1% +86 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 10,371 shares; 2025Q1: 13,838 shares; 2025Q2: 15,583 shares; 2025Q3: 17,332 shares; 2025Q4: 11,371 shares; 2026Q1: 12,251 shares 12,251 $7.32M 0.95% +880 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: 39,442 shares; 2024Q4: 67,317 shares; 2025Q1: 90,762 shares; 2025Q2: 107,317 shares; 2025Q3: 118,220 shares; 2025Q4: 127,955 shares; 2026Q1: 139,601 shares 139,601 $7.07M 0.92% +11,646 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: 33,336 shares; 2024Q4: 33,917 shares; 2025Q1: 34,748 shares; 2025Q2: 35,288 shares; 2025Q3: 35,343 shares; 2025Q4: 35,493 shares; 2026Q1: 35,390 shares 35,390 $6M 0.78% -103 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: 26,010 shares; 2024Q4: 26,516 shares; 2025Q1: 29,565 shares; 2025Q2: 29,675 shares; 2025Q3: 28,830 shares; 2025Q4: 29,325 shares; 2026Q1: 29,430 shares 29,430 $5.65M 0.73% +105 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,317 shares; 2024Q4: 100,115 shares; 2025Q1: 168,433 shares; 2025Q2: 168,383 shares; 2025Q3: 163,623 shares; 2025Q4: 135,214 shares; 2026Q1: 131,792 shares 131,792 $5.6M 0.73% -3,422 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 24,529 shares; 2025Q1: 77,143 shares; 2025Q2: 81,019 shares; 2025Q3: 88,560 shares; 2025Q4: 92,403 shares; 2026Q1: 107,238 shares 107,238 $5.4M 0.7% +14,835 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,640 shares; 2024Q4: 165,515 shares; 2025Q1: 172,423 shares; 2025Q2: 157,971 shares; 2025Q3: 159,946 shares; 2025Q4: 161,434 shares; 2026Q1: 157,704 shares 157,704 $5.38M 0.7% -3,730 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: 17,380 shares; 2024Q4: 16,341 shares; 2025Q1: 16,460 shares; 2025Q2: 16,386 shares; 2025Q3: 16,503 shares; 2025Q4: 16,024 shares; 2026Q1: 15,963 shares 15,963 $5.25M 0.68% -61 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: 10,823 shares; 2024Q4: 10,731 shares; 2025Q1: 10,941 shares; 2025Q2: 11,059 shares; 2025Q3: 11,297 shares; 2025Q4: 11,350 shares; 2026Q1: 10,747 shares 10,747 $5.15M 0.67% -603 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: 16,116 shares; 2024Q4: 15,723 shares; 2025Q1: 16,315 shares; 2025Q2: 16,345 shares; 2025Q3: 16,211 shares; 2025Q4: 16,316 shares; 2026Q1: 16,230 shares 16,230 $4.91M 0.64% -86 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,527 shares; 2024Q4: 139,802 shares; 2025Q1: 144,958 shares; 2025Q2: 157,679 shares; 2025Q3: 198,413 shares; 2025Q4: 208,494 shares; 2026Q1: 237,161 shares 237,161 $4.63M 0.6% +28,667 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,248 shares; 2024Q4: 112,563 shares; 2025Q1: 120,853 shares; 2025Q2: 131,120 shares; 2025Q3: 196,458 shares; 2025Q4: 196,453 shares; 2026Q1: 224,014 shares 224,014 $4.4M 0.57% +27,561 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: 78,496 shares; 2024Q4: 79,244 shares; 2025Q1: 78,591 shares; 2025Q2: 72,369 shares; 2025Q3: 71,553 shares; 2025Q4: 69,447 shares; 2026Q1: 64,414 shares 64,414 $4.35M 0.56% -5,033 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,712 shares; 2024Q4: 28,869 shares; 2025Q1: 35,892 shares; 2025Q2: 38,316 shares; 2025Q3: 41,846 shares; 2025Q4: 51,333 shares; 2026Q1: 53,437 shares 53,437 $4.31M 0.56% +2,104 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: 9,140 shares; 2024Q4: 8,980 shares; 2025Q1: 9,079 shares; 2025Q2: 9,117 shares; 2025Q3: 9,080 shares; 2025Q4: 9,335 shares; 2026Q1: 9,940 shares 9,940 $4.24M 0.55% +605 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: 47,818 shares; 2024Q4: 55,450 shares; 2025Q1: 45,013 shares; 2025Q2: 43,682 shares; 2025Q3: 47,101 shares; 2025Q4: 49,493 shares; 2026Q1: 48,920 shares 48,920 $4.05M 0.53% -573 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,684 shares; 2024Q4: 45,813 shares; 2025Q1: 47,018 shares; 2025Q2: 46,268 shares; 2025Q3: 45,858 shares; 2025Q4: 99,207 shares; 2026Q1: 98,964 shares 98,964 $4.04M 0.53% -243 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 31,390 shares; 2025Q1: 44,114 shares; 2025Q2: 52,896 shares; 2025Q3: 59,768 shares; 2025Q4: 63,864 shares; 2026Q1: 79,152 shares 79,152 $3.97M 0.52% +15,288 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,763 shares; 2025Q1: 73,811 shares; 2025Q2: 78,936 shares; 2025Q3: 87,240 shares; 2025Q4: 91,123 shares; 2026Q1: 123,648 shares 123,648 $3.9M 0.51% +32,525 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: 53,024 shares; 2024Q4: 160,667 shares; 2025Q1: 162,048 shares; 2025Q2: 165,976 shares; 2025Q3: 158,258 shares; 2025Q4: 163,378 shares; 2026Q1: 154,250 shares 154,250 $3.87M 0.5% -9,128 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: 12,908 shares; 2024Q4: 13,420 shares; 2025Q1: 13,970 shares; 2025Q2: 17,186 shares; 2025Q3: 17,286 shares; 2025Q4: 17,756 shares; 2026Q1: 18,551 shares 18,551 $3.84M 0.5% +795 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 68,900 shares; 2025Q1: 64,635 shares; 2025Q2: 61,623 shares; 2025Q3: 85,253 shares; 2025Q4: 85,253 shares; 2026Q1: 82,703 shares 82,703 $3.8M 0.49% -2,550 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: 4,133 shares; 2024Q4: 4,198 shares; 2025Q1: 4,067 shares; 2025Q2: 3,995 shares; 2025Q3: 3,982 shares; 2025Q4: 3,996 shares; 2026Q1: 4,000 shares 4,000 $3.68M 0.48% +4 Timeline TBUX 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: 8,332 shares; 2024Q4: 15,221 shares; 2025Q1: 26,385 shares; 2025Q2: 36,357 shares; 2025Q3: 40,694 shares; 2025Q4: 57,298 shares; 2026Q1: 70,491 shares 70,491 $3.51M 0.46% +13,193 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,449 shares; 2024Q4: 80,888 shares; 2025Q1: 89,309 shares; 2025Q2: 87,359 shares; 2025Q3: 73,903 shares; 2025Q4: 71,903 shares; 2026Q1: 75,612 shares 75,612 $3.49M 0.45% +3,709 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: 10,140 shares; 2024Q4: 10,597 shares; 2025Q1: 11,109 shares; 2025Q2: 11,300 shares; 2025Q3: 11,624 shares; 2025Q4: 11,664 shares; 2026Q1: 11,681 shares 11,681 $3.44M 0.45% +17 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: 6,961 shares; 2024Q4: 5,986 shares; 2025Q1: 7,147 shares; 2025Q2: 7,345 shares; 2025Q3: 21,396 shares; 2025Q4: 28,694 shares; 2026Q1: 43,831 shares 43,831 $3.38M 0.44% +15,137 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,257 shares; 2025Q1: 6,920 shares; 2025Q2: 6,833 shares; 2025Q3: 6,804 shares; 2025Q4: 6,814 shares; 2026Q1: 6,642 shares 6,642 $3.32M 0.43% -172 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,225 shares; 2024Q4: 26,121 shares; 2025Q1: 25,879 shares; 2025Q2: 25,686 shares; 2025Q3: 25,091 shares; 2025Q4: 25,038 shares; 2026Q1: 24,130 shares 24,130 $3.27M 0.43% -908 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,221 shares; 2024Q4: 85,636 shares; 2025Q1: 97,217 shares; 2025Q2: 101,234 shares; 2025Q3: 117,377 shares; 2025Q4: 124,651 shares; 2026Q1: 156,865 shares 156,865 $3.2M 0.42% +32,214 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,523 shares; 2025Q3: 45,195 shares; 2025Q4: 45,432 shares; 2026Q1: 42,122 shares 42,122 $3.19M 0.41% -3,310 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 38,369 shares; 2025Q1: 36,680 shares; 2025Q2: 36,590 shares; 2025Q3: 37,010 shares; 2025Q4: 73,085 shares; 2026Q1: 71,835 shares 71,835 $3.1M 0.4% -1,250 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,450 shares; 2024Q4: 70,060 shares; 2025Q1: 69,130 shares; 2025Q2: 79,289 shares; 2025Q3: 79,289 shares; 2025Q4: 76,814 shares; 2026Q1: 77,589 shares 77,589 $3.09M 0.4% +775 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: 5,222 shares; 2024Q4: 5,780 shares; 2025Q1: 6,019 shares; 2025Q2: 6,466 shares; 2025Q3: 6,730 shares; 2025Q4: 7,320 shares; 2026Q1: 6,966 shares 6,966 $3M 0.39% -354 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,232 shares; 2025Q1: 16,897 shares; 2025Q2: 25,082 shares; 2025Q3: 30,811 shares; 2025Q4: 29,572 shares; 2026Q1: 29,499 shares 29,499 $2.92M 0.38% -73 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,943 shares; 2024Q4: 31,735 shares; 2025Q1: 31,904 shares; 2025Q2: 31,925 shares; 2025Q3: 31,280 shares; 2025Q4: 31,226 shares; 2026Q1: 31,134 shares 31,134 $2.78M 0.36% -92 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 49,282 shares; 2025Q1: 56,969 shares; 2025Q2: 62,642 shares; 2025Q3: 66,479 shares; 2025Q4: 72,934 shares; 2026Q1: 77,326 shares 77,326 $2.75M 0.36% +4,392 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,341 shares; 2024Q4: 92,330 shares; 2025Q1: 85,954 shares; 2025Q2: 82,535 shares; 2025Q3: 66,810 shares; 2025Q4: 66,810 shares; 2026Q1: 63,546 shares 63,546 $2.71M 0.35% -3,264 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,822 shares; 2024Q4: 25,822 shares; 2025Q1: 56,407 shares; 2025Q2: 58,032 shares; 2025Q3: 59,068 shares; 2025Q4: 52,392 shares; 2026Q1: 60,452 shares 60,452 $2.7M 0.35% +8,060 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,239 shares; 2025Q1: 2,459 shares; 2025Q2: 2,543 shares; 2025Q3: 2,589 shares; 2025Q4: 26,111 shares; 2026Q1: 27,884 shares 27,884 $2.68M 0.35% +1,773 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,873 shares; 2026Q1: 71,263 shares 71,263 $2.65M 0.34% +50,390 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: 30,940 shares; 2024Q4: 29,361 shares; 2025Q1: 30,160 shares; 2025Q2: 29,756 shares; 2025Q3: 29,579 shares; 2025Q4: 29,313 shares; 2026Q1: 28,211 shares 28,211 $2.62M 0.34% -1,102 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: 25,408 shares; 2024Q4: 23,986 shares; 2025Q1: 23,234 shares; 2025Q2: 22,936 shares; 2025Q3: 22,851 shares; 2025Q4: 21,899 shares; 2026Q1: 20,592 shares 20,592 $2.56M 0.33% -1,307 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: 1,963 shares; 2024Q4: 1,956 shares; 2025Q1: 2,304 shares; 2025Q2: 2,306 shares; 2025Q3: 7,838 shares; 2025Q4: 15,988 shares; 2026Q1: 16,949 shares 16,949 $2.49M 0.32% +961 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 3,940 shares; 2025Q1: 3,437 shares; 2025Q2: 3,448 shares; 2025Q3: 3,473 shares; 2025Q4: 3,483 shares; 2026Q1: 3,517 shares 3,517 $2.49M 0.32% +34 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,398 shares; 2024Q4: 28,199 shares; 2025Q1: 29,011 shares; 2025Q2: 29,012 shares; 2025Q3: 28,672 shares; 2025Q4: 28,448 shares; 2026Q1: 28,449 shares 28,449 $2.42M 0.31% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,721 shares; 2025Q1: 7,506 shares; 2025Q2: 7,226 shares; 2025Q3: 6,747 shares; 2025Q4: 6,786 shares; 2026Q1: 6,360 shares 6,360 $2.36M 0.31% -426 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 52,748 shares; 2025Q1: 59,883 shares; 2025Q2: 61,883 shares; 2025Q3: 68,823 shares; 2025Q4: 75,223 shares; 2026Q1: 121,438 shares 121,438 $2.27M 0.29% +46,215 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: 43,556 shares; 2024Q4: 43,319 shares; 2025Q1: 44,188 shares; 2025Q2: 44,663 shares; 2025Q3: 44,229 shares; 2025Q4: 44,448 shares; 2026Q1: 45,060 shares 45,060 $2.2M 0.29% +612 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: 32,007 shares; 2024Q4: 89,984 shares; 2025Q1: 84,677 shares; 2025Q2: 82,377 shares; 2025Q3: 81,871 shares; 2025Q4: 79,109 shares; 2026Q1: 66,651 shares 66,651 $2.06M 0.27% -12,458 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: 10,105 shares; 2024Q4: 9,675 shares; 2025Q1: 9,299 shares; 2025Q2: 8,226 shares; 2025Q3: 8,327 shares; 2025Q4: 8,348 shares; 2026Q1: 8,369 shares 8,369 $2.05M 0.27% +21 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 17,363 shares; 2025Q1: 17,410 shares; 2025Q2: 18,324 shares; 2025Q3: 19,720 shares; 2025Q4: 19,199 shares; 2026Q1: 18,376 shares 18,376 $2.03M 0.26% -823 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: 15,080 shares; 2024Q4: 15,307 shares; 2025Q1: 15,121 shares; 2025Q2: 15,608 shares; 2025Q3: 15,870 shares; 2025Q4: 15,916 shares; 2026Q1: 15,966 shares 15,966 $1.98M 0.26% +50 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 9,812 shares; 2025Q1: 9,767 shares; 2025Q2: 9,887 shares; 2025Q3: 11,075 shares; 2025Q4: 11,686 shares; 2026Q1: 13,222 shares 13,222 $1.96M 0.25% +1,536 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 17,310 shares; 2025Q1: 17,445 shares; 2025Q2: 17,377 shares; 2025Q3: 16,877 shares; 2025Q4: 16,882 shares; 2026Q1: 17,032 shares 17,032 $1.96M 0.25% +150 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: 11,322 shares; 2024Q4: 10,990 shares; 2025Q1: 9,304 shares; 2025Q2: 9,373 shares; 2025Q3: 9,640 shares; 2025Q4: 9,173 shares; 2026Q1: 8,863 shares 8,863 $1.93M 0.25% -310 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,797 shares; 2026Q1: 2,738 shares 2,738 $1.91M 0.25% -59 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,985 shares; 2025Q1: 19,335 shares; 2025Q2: 22,915 shares; 2025Q3: 24,885 shares; 2025Q4: 24,885 shares; 2026Q1: 25,225 shares 25,225 $1.9M 0.25% +340 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: 5,693 shares; 2024Q4: 6,632 shares; 2025Q1: 6,688 shares; 2025Q2: 7,126 shares; 2025Q3: 8,271 shares; 2025Q4: 8,434 shares; 2026Q1: 8,790 shares 8,790 $1.86M 0.24% +356 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 13,155 shares; 2025Q1: 19,129 shares; 2025Q2: 19,709 shares; 2025Q3: 21,573 shares; 2025Q4: 28,505 shares; 2026Q1: 31,155 shares 31,155 $1.84M 0.24% +2,650 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,842 shares; 2026Q1: 29,172 shares 29,172 $1.82M 0.24% +20,330 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: 9,233 shares; 2024Q4: 9,275 shares; 2025Q1: 9,529 shares; 2025Q2: 9,620 shares; 2025Q3: 10,645 shares; 2025Q4: 11,383 shares; 2026Q1: 11,652 shares 11,652 $1.76M 0.23% +269 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: 12,007 shares; 2024Q4: 12,973 shares; 2025Q1: 13,649 shares; 2025Q2: 14,204 shares; 2025Q3: 13,557 shares; 2025Q4: 27,070 shares; 2026Q1: 27,347 shares 27,347 $1.68M 0.22% +277 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: 1,455 shares; 2024Q4: 1,410 shares; 2025Q1: 1,594 shares; 2025Q2: 1,643 shares; 2025Q3: 1,687 shares; 2025Q4: 1,607 shares; 2026Q1: 1,654 shares 1,654 $1.65M 0.21% +47 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,146 shares; 2025Q1: 4,981 shares; 2025Q2: 6,210 shares; 2025Q3: 6,432 shares; 2025Q4: 6,370 shares; 2026Q1: 6,850 shares 6,850 $1.63M 0.21% +480 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: 31,326 shares; 2024Q4: 62,665 shares; 2025Q1: 67,011 shares; 2025Q2: 67,948 shares; 2025Q3: 66,487 shares; 2025Q4: 57,867 shares; 2026Q1: 52,779 shares 52,779 $1.53M 0.2% -5,088 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,698 shares; 2024Q4: 16,906 shares; 2025Q1: 16,779 shares; 2025Q2: 16,956 shares; 2025Q3: 16,712 shares; 2025Q4: 16,474 shares; 2026Q1: 15,819 shares 15,819 $1.52M 0.2% -655 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: 13,800 shares; 2024Q4: 17,987 shares; 2025Q1: 19,848 shares; 2025Q2: 20,606 shares; 2025Q3: 22,226 shares; 2025Q4: 23,094 shares; 2026Q1: 31,203 shares 31,203 $1.47M 0.19% +8,109 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.19% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,830 shares; 2025Q4: 16,445 shares; 2026Q1: 18,554 shares 18,554 $1.44M 0.19% +2,109 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 20,499 shares; 2025Q1: 20,277 shares; 2025Q2: 20,277 shares; 2025Q3: 21,185 shares; 2025Q4: 20,421 shares; 2026Q1: 20,443 shares 20,443 $1.43M 0.19% +22 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: 2,206 shares; 2024Q4: 2,239 shares; 2025Q1: 2,249 shares; 2025Q2: 2,272 shares; 2025Q3: 2,311 shares; 2025Q4: 2,299 shares; 2026Q1: 2,339 shares 2,339 $1.41M 0.18% +40 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: 4,348 shares; 2024Q4: 4,523 shares; 2025Q1: 4,361 shares; 2025Q2: 4,424 shares; 2025Q3: 4,174 shares; 2025Q4: 4,088 shares; 2026Q1: 3,234 shares 3,234 $1.41M 0.18% -854 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: 3,487 shares; 2024Q4: 7,179 shares; 2025Q1: 7,400 shares; 2025Q2: 7,965 shares; 2025Q3: 8,304 shares; 2025Q4: 8,321 shares; 2026Q1: 8,752 shares 8,752 $1.4M 0.18% +431 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,638 shares; 2025Q1: 16,973 shares; 2025Q2: 16,973 shares; 2025Q3: 17,743 shares; 2025Q4: 17,743 shares; 2026Q1: 18,323 shares 18,323 $1.4M 0.18% +580 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,841 shares 38,841 $1.4M 0.18% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,170 shares; 2025Q1: 17,633 shares; 2025Q2: 21,722 shares; 2025Q3: 29,582 shares; 2025Q4: 46,049 shares; 2026Q1: 52,779 shares 52,779 $1.38M 0.18% +6,730 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,188 shares; 2025Q1: 3,316 shares; 2025Q2: 3,556 shares; 2025Q3: 3,183 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares 2,963 $1.37M 0.18% 0 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: 8,692 shares; 2024Q4: 8,712 shares; 2025Q1: 8,772 shares; 2025Q2: 8,823 shares; 2025Q3: 8,948 shares; 2025Q4: 8,739 shares; 2026Q1: 6,851 shares 6,851 $1.34M 0.17% -1,888 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: 11,298 shares; 2024Q4: 11,129 shares; 2025Q1: 10,728 shares; 2025Q2: 10,602 shares; 2025Q3: 10,767 shares; 2025Q4: 9,437 shares; 2026Q1: 9,287 shares 9,287 $1.34M 0.17% -150 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,825 shares; 2025Q1: 48,960 shares; 2025Q2: 49,960 shares; 2025Q3: 49,240 shares; 2025Q4: 49,240 shares; 2026Q1: 75,735 shares 75,735 $1.27M 0.16% +26,495 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,490 shares; 2025Q1: 2,828 shares; 2025Q2: 2,934 shares; 2025Q3: 3,099 shares; 2025Q4: 3,112 shares; 2026Q1: 3,236 shares 3,236 $1.26M 0.16% +124 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 15,868 shares; 2025Q1: 15,868 shares; 2025Q2: 15,868 shares; 2025Q3: 16,588 shares; 2025Q4: 17,805 shares; 2026Q1: 17,805 shares 17,805 $1.26M 0.16% 0 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: 13,691 shares; 2024Q4: 12,236 shares; 2025Q1: 12,015 shares; 2025Q2: 13,476 shares; 2025Q3: 11,428 shares; 2025Q4: 10,698 shares; 2026Q1: 10,363 shares 10,363 $1.25M 0.16% -335 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,021 shares; 2025Q1: 7,308 shares; 2025Q2: 7,900 shares; 2025Q3: 8,485 shares; 2025Q4: 7,775 shares; 2026Q1: 8,185 shares 8,185 $1.2M 0.16% +410 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: 4,502 shares; 2024Q4: 4,999 shares; 2025Q1: 4,626 shares; 2025Q2: 4,590 shares; 2025Q3: 4,798 shares; 2025Q4: 4,892 shares; 2026Q1: 4,877 shares 4,877 $1.18M 0.15% -15 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: 4,480 shares; 2024Q4: 4,578 shares; 2025Q1: 4,724 shares; 2025Q2: 4,731 shares; 2025Q3: 5,162 shares; 2025Q4: 5,300 shares; 2026Q1: 5,464 shares 5,464 $1.17M 0.15% +164 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,114 shares; 2024Q4: 27,394 shares; 2025Q1: 25,074 shares; 2025Q2: 24,541 shares; 2025Q3: 23,853 shares; 2025Q4: 22,305 shares; 2026Q1: 22,056 shares 22,056 $1.16M 0.15% -249 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: 4,391 shares; 2024Q4: 3,587 shares; 2025Q1: 3,953 shares; 2025Q2: 3,926 shares; 2025Q3: 3,930 shares; 2025Q4: 3,975 shares; 2026Q1: 3,717 shares 3,717 $1.16M 0.15% -258 Timeline MAXJ 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: 51,575 shares; 2024Q4: 56,125 shares; 2025Q1: 57,016 shares; 2025Q2: 42,876 shares; 2025Q3: 42,326 shares; 2025Q4: 41,236 shares; 2026Q1: 40,336 shares 40,336 $1.14M 0.15% -900 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,720 shares; 2024Q4: 26,720 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 28,045 shares; 2026Q1: 27,285 shares 27,285 $1.09M 0.14% -760 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 4,951 shares; 2025Q1: 5,073 shares; 2025Q2: 5,204 shares; 2025Q3: 5,275 shares; 2025Q4: 5,567 shares; 2026Q1: 5,595 shares 5,595 $1.08M 0.14% +28 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: 12,685 shares; 2024Q4: 12,560 shares; 2025Q1: 12,433 shares; 2025Q2: 12,083 shares; 2025Q3: 11,758 shares; 2025Q4: 22,957 shares; 2026Q1: 22,957 shares 22,957 $1.05M 0.14% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 18,451 shares; 2025Q1: 16,822 shares; 2025Q2: 14,142 shares; 2025Q3: 15,547 shares; 2025Q4: 16,242 shares; 2026Q1: 16,862 shares 16,862 $1.05M 0.14% +620 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: 12,944 shares; 2024Q4: 13,017 shares; 2025Q1: 12,563 shares; 2025Q2: 15,322 shares; 2025Q3: 15,295 shares; 2025Q4: 14,727 shares; 2026Q1: 11,527 shares 11,527 $1.02M 0.13% -3,200 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: 13,770 shares; 2024Q4: 14,027 shares; 2025Q1: 13,880 shares; 2025Q2: 13,716 shares; 2025Q3: 13,566 shares; 2025Q4: 13,293 shares; 2026Q1: 13,356 shares 13,356 $1.02M 0.13% +63 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 26,050 shares; 2025Q4: 34,710 shares; 2026Q1: 34,210 shares 34,210 $1.01M 0.13% -500 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: 3,416 shares; 2024Q4: 3,491 shares; 2025Q1: 7,581 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,500 shares; 2026Q1: 8,665 shares 8,665 $980K 0.13% +165 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,655 shares; 2024Q4: 30,555 shares; 2025Q1: 26,170 shares; 2025Q2: 24,770 shares; 2025Q3: 23,270 shares; 2025Q4: 23,270 shares; 2026Q1: 23,270 shares 23,270 $973K 0.13% 0 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: 7,800 shares; 2024Q4: 7,709 shares; 2025Q1: 7,940 shares; 2025Q2: 7,691 shares; 2025Q3: 7,727 shares; 2025Q4: 7,406 shares; 2026Q1: 7,469 shares 7,469 $962K 0.12% +63 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,195 shares; 2024Q4: 25,195 shares; 2025Q1: 26,997 shares; 2025Q2: 24,193 shares; 2025Q3: 24,193 shares; 2025Q4: 24,193 shares; 2026Q1: 24,193 shares 24,193 $940K 0.12% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,143 shares; 2025Q1: 18,664 shares; 2025Q2: 18,639 shares; 2025Q3: 18,639 shares; 2025Q4: 19,240 shares; 2026Q1: 19,240 shares 19,240 $932K 0.12% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,278 shares; 2025Q1: 11,478 shares; 2025Q2: 11,370 shares; 2025Q3: 11,712 shares; 2025Q4: 11,719 shares; 2026Q1: 12,010 shares 12,010 $932K 0.12% +291 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,185 shares; 2025Q2: 37,685 shares; 2025Q3: 35,685 shares; 2025Q4: 34,835 shares; 2026Q1: 34,835 shares 34,835 $931K 0.12% 0 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: 8,053 shares; 2024Q4: 7,528 shares; 2025Q1: 7,016 shares; 2025Q2: 6,631 shares; 2025Q3: 6,803 shares; 2025Q4: 6,124 shares; 2026Q1: 5,946 shares 5,946 $923K 0.12% -178 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,309 shares; 2025Q1: 4,257 shares; 2025Q2: 4,272 shares; 2025Q3: 3,613 shares; 2025Q4: 3,332 shares; 2026Q1: 4,015 shares 4,015 $907K 0.12% +683 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,765 shares; 2025Q4: 8,803 shares; 2026Q1: 17,086 shares 17,086 $871K 0.11% +8,283 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 9,515 shares; 2025Q1: 9,515 shares; 2025Q2: 9,515 shares; 2025Q3: 10,580 shares; 2025Q4: 17,400 shares; 2026Q1: 15,275 shares 15,275 $861K 0.11% -2,125 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,083 shares; 2025Q1: 9,142 shares; 2025Q2: 9,215 shares; 2025Q3: 9,271 shares; 2025Q4: 9,320 shares; 2026Q1: 9,069 shares 9,069 $846K 0.11% -251 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,676 shares; 2025Q1: 2,694 shares; 2025Q2: 2,701 shares; 2025Q3: 3,198 shares; 2025Q4: 3,209 shares; 2026Q1: 2,987 shares 2,987 $834K 0.11% -222 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,750 shares; 2025Q4: 15,845 shares; 2026Q1: 16,013 shares 16,013 $832K 0.11% +168 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 14,404 shares; 2025Q1: 11,639 shares; 2025Q2: 11,639 shares; 2025Q3: 16,939 shares; 2025Q4: 16,939 shares; 2026Q1: 16,939 shares 16,939 $827K 0.11% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,696 shares; 2026Q1: 21,639 shares 21,639 $822K 0.11% +15,943 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,290 shares; 2025Q1: 3,239 shares; 2025Q2: 3,439 shares; 2025Q3: 3,351 shares; 2025Q4: 3,440 shares; 2026Q1: 4,114 shares 4,114 $819K 0.11% +674 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,131 shares; 2025Q1: 3,731 shares; 2025Q2: 3,631 shares; 2025Q3: 3,632 shares; 2025Q4: 3,603 shares; 2026Q1: 3,653 shares 3,653 $799K 0.1% +50 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 23,370 shares; 2025Q1: 23,385 shares; 2025Q2: 23,035 shares; 2025Q3: 22,857 shares; 2025Q4: 22,871 shares; 2026Q1: 22,886 shares 22,886 $799K 0.1% +15 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 3,958 shares; 2025Q1: 3,842 shares; 2025Q2: 3,617 shares; 2025Q3: 3,153 shares; 2025Q4: 2,932 shares; 2026Q1: 2,927 shares 2,927 $797K 0.1% -5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,290 shares; 2025Q1: 3,351 shares; 2025Q2: 3,347 shares; 2025Q3: 3,302 shares; 2025Q4: 3,248 shares; 2026Q1: 3,115 shares 3,115 $773K 0.1% -133 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: 4,300 shares; 2024Q4: 4,698 shares; 2025Q1: 4,602 shares; 2025Q2: 4,617 shares; 2025Q3: 4,532 shares; 2025Q4: 5,702 shares; 2026Q1: 5,774 shares 5,774 $762K 0.1% +72 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,242 shares; 2025Q1: 3,232 shares; 2025Q2: 3,232 shares; 2025Q3: 3,207 shares; 2025Q4: 3,130 shares; 2026Q1: 3,120 shares 3,120 $749K 0.1% -10 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 5,907 shares; 2025Q3: 8,404 shares; 2025Q4: 13,099 shares; 2026Q1: 13,112 shares 13,112 $743K 0.1% +13 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,930 shares; 2024Q4: 25,930 shares; 2025Q1: 24,930 shares; 2025Q2: 24,830 shares; 2025Q3: 18,555 shares; 2025Q4: 18,555 shares; 2026Q1: 18,555 shares 18,555 $730K 0.09% 0 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: 10,403 shares; 2024Q4: 10,356 shares; 2025Q1: 8,851 shares; 2025Q2: 8,921 shares; 2025Q3: 8,528 shares; 2025Q4: 9,578 shares; 2026Q1: 8,017 shares 8,017 $726K 0.09% -1,561 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: not reported; 2024Q4: 4,735 shares; 2025Q1: 6,492 shares; 2025Q2: 6,975 shares; 2025Q3: 7,025 shares; 2025Q4: 11,254 shares; 2026Q1: 11,254 shares 11,254 $721K 0.09% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 16,605 shares; 2025Q4: 16,605 shares; 2026Q1: 16,605 shares 16,605 $715K 0.09% 0 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: 2,308 shares; 2024Q4: 2,364 shares; 2025Q1: 2,308 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,012 shares; 2026Q1: 2,023 shares 2,023 $712K 0.09% +11 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: 3,386 shares; 2024Q4: 3,746 shares; 2025Q1: 6,288 shares; 2025Q2: 8,056 shares; 2025Q3: 8,559 shares; 2025Q4: 8,483 shares; 2026Q1: 9,843 shares 9,843 $708K 0.09% +1,360 Timeline USIG 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: 15,113 shares; 2025Q1: 15,215 shares; 2025Q2: 13,543 shares; 2025Q3: 13,543 shares; 2025Q4: 13,543 shares; 2026Q1: 13,649 shares 13,649 $699K 0.09% +106 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: 749 shares; 2024Q4: 780 shares; 2025Q1: 790 shares; 2025Q2: 820 shares; 2025Q3: 839 shares; 2025Q4: 849 shares; 2026Q1: 822 shares 822 $696K 0.09% -27 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: 1,699 shares; 2024Q4: 1,964 shares; 2025Q1: 1,996 shares; 2025Q2: 2,066 shares; 2025Q3: 2,391 shares; 2025Q4: 2,430 shares; 2026Q1: 2,395 shares 2,395 $680K 0.09% -35 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,179 shares; 2024Q4: 12,179 shares; 2025Q1: 12,179 shares; 2025Q2: 10,919 shares; 2025Q3: 10,919 shares; 2025Q4: 10,919 shares; 2026Q1: 12,444 shares 12,444 $680K 0.09% +1,525 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: 7,372 shares; 2024Q4: 7,372 shares; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 9,437 shares; 2025Q4: 9,437 shares; 2026Q1: 9,437 shares 9,437 $671K 0.09% 0 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: 1,199 shares; 2024Q4: 1,177 shares; 2025Q1: 1,178 shares; 2025Q2: 1,184 shares; 2025Q3: 1,185 shares; 2025Q4: 1,188 shares; 2026Q1: 1,184 shares 1,184 $667K 0.09% -4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 550 shares; 2025Q2: 779 shares; 2025Q3: 760 shares; 2025Q4: 763 shares; 2026Q1: 761 shares 761 $659K 0.09% -2 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,409 shares 13,409 $634K 0.08% new 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: 5,354 shares; 2024Q4: 5,199 shares; 2025Q1: 8,703 shares; 2025Q2: 8,747 shares; 2025Q3: 9,415 shares; 2025Q4: 9,645 shares; 2026Q1: 9,522 shares 9,522 $628K 0.08% -123 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,672 shares; 2025Q1: 9,172 shares; 2025Q2: 9,172 shares; 2025Q3: 8,672 shares; 2025Q4: 8,672 shares; 2026Q1: 8,672 shares 8,672 $619K 0.08% 0 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 25,154 shares; 2025Q1: 22,915 shares; 2025Q2: 22,665 shares; 2025Q3: 22,665 shares; 2025Q4: 20,040 shares; 2026Q1: 18,316 shares 18,316 $602K 0.08% -1,724 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 6,425 shares; 2025Q1: 6,534 shares; 2025Q2: 6,434 shares; 2025Q3: 6,334 shares; 2025Q4: 6,794 shares; 2026Q1: 6,764 shares 6,764 $596K 0.08% -30 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,200 shares; 2026Q1: 8,150 shares 8,150 $592K 0.08% -50 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 2,538 shares; 2025Q3: 2,553 shares; 2025Q4: 2,350 shares; 2026Q1: 2,328 shares 2,328 $583K 0.08% -22 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,741 shares; 2025Q4: 1,765 shares; 2026Q1: 1,724 shares 1,724 $582K 0.08% -41 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: 10,565 shares; 2024Q4: 13,065 shares; 2025Q1: 12,768 shares; 2025Q2: 14,444 shares; 2025Q3: 14,630 shares; 2025Q4: 16,269 shares; 2026Q1: 18,989 shares 18,989 $576K 0.07% +2,720 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,331 shares; 2025Q1: 4,309 shares; 2025Q2: 4,679 shares; 2025Q3: 4,699 shares; 2025Q4: 9,515 shares; 2026Q1: 10,828 shares 10,828 $562K 0.07% +1,313 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: 2,125 shares; 2024Q4: 2,126 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,130 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares 4,209 $559K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 2,981 shares; 2025Q1: 2,883 shares; 2025Q2: 2,863 shares; 2025Q3: 2,449 shares; 2025Q4: 2,278 shares; 2026Q1: 2,034 shares 2,034 $550K 0.07% -244 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,635 shares; 2025Q1: 14,048 shares; 2025Q2: 14,431 shares; 2025Q3: 14,457 shares; 2025Q4: 14,542 shares; 2026Q1: 14,489 shares 14,489 $548K 0.07% -53 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: 5,590 shares; 2024Q4: 5,294 shares; 2025Q1: 5,494 shares; 2025Q2: 5,489 shares; 2025Q3: 5,414 shares; 2025Q4: 5,414 shares; 2026Q1: 5,404 shares 5,404 $544K 0.07% -10 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,708 shares; 2026Q1: 9,752 shares 9,752 $541K 0.07% +44 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,557 shares; 2025Q2: 1,586 shares; 2025Q3: 1,678 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593 $538K 0.07% 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: 3,295 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,122 shares; 2025Q3: 3,044 shares; 2025Q4: 3,114 shares; 2026Q1: 3,250 shares 3,250 $537K 0.07% +136 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,628 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares; 2026Q1: 4,628 shares 4,628 $529K 0.07% 0 Timeline VTC 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: 6,145 shares; 2025Q4: 6,595 shares; 2026Q1: 6,845 shares 6,845 $526K 0.07% +250 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: 6,973 shares; 2025Q2: 6,973 shares; 2025Q3: 6,973 shares; 2025Q4: 8,121 shares; 2026Q1: 6,973 shares 6,973 $524K 0.07% -1,148 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 9,135 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,385 shares; 2025Q4: 6,810 shares; 2026Q1: 9,675 shares 9,675 $516K 0.07% +2,865 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 545 shares; 2025Q4: 569 shares; 2026Q1: 577 shares 577 $504K 0.07% +8 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 7,550 shares; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 10,115 shares; 2026Q1: 10,115 shares 10,115 $503K 0.07% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares; 2025Q4: 3,316 shares; 2026Q1: 3,678 shares 3,678 $500K 0.06% +362 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,824 shares; 2025Q1: 9,114 shares; 2025Q2: 9,539 shares; 2025Q3: 11,080 shares; 2025Q4: 11,973 shares; 2026Q1: 13,392 shares 13,392 $493K 0.06% +1,419 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,550 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,100 shares; 2025Q4: 12,150 shares; 2026Q1: 12,150 shares 12,150 $492K 0.06% 0 Timeline PRF 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: 12,468 shares; 2024Q4: 12,468 shares; 2025Q1: 12,468 shares; 2025Q2: 10,209 shares; 2025Q3: 10,209 shares; 2025Q4: 10,209 shares; 2026Q1: 10,209 shares 10,209 $485K 0.06% 0 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,914 shares; 2026Q1: 22,874 shares 22,874 $485K 0.06% -7,040 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: 10,793 shares; 2025Q2: 16,066 shares; 2025Q3: 16,066 shares; 2025Q4: 16,066 shares; 2026Q1: 18,796 shares 18,796 $482K 0.06% +2,730 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 14,043 shares; 2025Q1: 14,050 shares; 2025Q2: 15,572 shares; 2025Q3: 16,012 shares; 2025Q4: 18,151 shares; 2026Q1: 20,553 shares 20,553 $476K 0.06% +2,402 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: 2,100 shares; 2025Q1: 4,090 shares; 2025Q2: 4,240 shares; 2025Q3: 4,190 shares; 2025Q4: 4,215 shares; 2026Q1: 4,215 shares 4,215 $462K 0.06% 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: 3,160 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,376 shares; 2025Q3: 3,467 shares; 2025Q4: 3,389 shares; 2026Q1: 3,449 shares 3,449 $452K 0.06% +60 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 339 shares 339 $448K 0.06% +1 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 12,910 shares; 2025Q4: 10,755 shares; 2026Q1: 11,255 shares 11,255 $447K 0.06% +500 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,148 shares; 2025Q1: 10,743 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares; 2025Q4: 9,593 shares; 2026Q1: 9,363 shares 9,363 $447K 0.06% -230 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 722 shares 722 $445K 0.06% -31 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: 1,799 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 1,812 shares; 2025Q3: 1,830 shares; 2025Q4: 1,805 shares; 2026Q1: 1,812 shares 1,812 $442K 0.06% +7 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,150 shares; 2024Q4: 59,091 shares; 2025Q1: 13,040 shares; 2025Q2: 12,540 shares; 2025Q3: 13,365 shares; 2025Q4: 15,241 shares; 2026Q1: 14,848 shares 14,848 $438K 0.06% -393 Timeline RSPH 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: 23,032 shares; 2024Q4: 21,891 shares; 2025Q1: 18,726 shares; 2025Q2: 17,106 shares; 2025Q3: 16,392 shares; 2025Q4: 14,481 shares; 2026Q1: 14,486 shares 14,486 $437K 0.06% +5 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 2,099 shares; 2026Q1: 2,118 shares 2,118 $431K 0.06% +19 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 671 shares; 2025Q3: 680 shares; 2025Q4: 707 shares; 2026Q1: 800 shares 800 $430K 0.06% +93 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: 4,807 shares; 2024Q4: 5,182 shares; 2025Q1: 4,968 shares; 2025Q2: 5,133 shares; 2025Q3: 5,473 shares; 2025Q4: 4,836 shares; 2026Q1: 4,187 shares 4,187 $430K 0.06% -649 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,082 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares; 2026Q1: 8,082 shares 8,082 $427K 0.06% 0 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 15,797 shares; 2025Q1: 15,797 shares; 2025Q2: 15,797 shares; 2025Q3: 15,797 shares; 2025Q4: 15,797 shares; 2026Q1: 14,580 shares 14,580 $422K 0.05% -1,217 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: 2,477 shares; 2024Q4: 2,324 shares; 2025Q1: 2,559 shares; 2025Q2: 2,599 shares; 2025Q3: 2,548 shares; 2025Q4: 1,757 shares; 2026Q1: 1,766 shares 1,766 $417K 0.05% +9 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: 13,605 shares; 2025Q2: 13,605 shares; 2025Q3: 12,535 shares; 2025Q4: 12,535 shares; 2026Q1: 11,770 shares 11,770 $417K 0.05% -765 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: 2,593 shares; 2024Q4: 2,593 shares; 2025Q1: 2,787 shares; 2025Q2: 2,875 shares; 2025Q3: 2,856 shares; 2025Q4: 2,770 shares; 2026Q1: 3,548 shares 3,548 $408K 0.05% +778 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 13,022 shares; 2025Q3: 13,022 shares; 2025Q4: 14,567 shares; 2026Q1: 14,600 shares 14,600 $407K 0.05% +33 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: not reported; 2026Q1: 7,530 shares 7,530 $405K 0.05% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,300 shares; 2025Q2: 11,055 shares; 2025Q3: 10,892 shares; 2025Q4: 10,393 shares; 2026Q1: 10,464 shares 10,464 $400K 0.05% +71 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: 3,499 shares; 2024Q4: 2,840 shares; 2025Q1: 2,962 shares; 2025Q2: 3,009 shares; 2025Q3: 2,995 shares; 2025Q4: 2,932 shares; 2026Q1: 2,720 shares 2,720 $399K 0.05% -212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,886 shares; 2026Q1: 1,931 shares 1,931 $397K 0.05% +45 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: 2,868 shares; 2024Q4: 2,617 shares; 2025Q1: 2,749 shares; 2025Q2: 2,550 shares; 2025Q3: 2,553 shares; 2025Q4: 2,426 shares; 2026Q1: 2,428 shares 2,428 $393K 0.05% +2 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 9,635 shares; 2025Q1: 8,870 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares; 2026Q1: 8,145 shares 8,145 $391K 0.05% -275 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,041 shares; 2025Q3: 5,046 shares; 2025Q4: 5,033 shares; 2026Q1: 5,100 shares 5,100 $384K 0.05% +67 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,639 shares; 2025Q1: 2,654 shares; 2025Q2: 2,754 shares; 2025Q3: 2,797 shares; 2025Q4: 5,714 shares; 2026Q1: 6,289 shares 6,289 $384K 0.05% +575 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,209 shares 2,209 $382K 0.05% -8 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 668 shares; 2025Q1: 461 shares; 2025Q2: 471 shares; 2025Q3: 732 shares; 2025Q4: 727 shares; 2026Q1: 741 shares 741 $367K 0.05% +14 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: 4,076 shares; 2024Q4: 4,106 shares; 2025Q1: 4,106 shares; 2025Q2: 3,776 shares; 2025Q3: 3,777 shares; 2025Q4: 3,778 shares; 2026Q1: 3,778 shares 3,778 $367K 0.05% 0 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: 7,754 shares; 2024Q4: 7,581 shares; 2025Q1: 7,297 shares; 2025Q2: 7,268 shares; 2025Q3: 4,807 shares; 2025Q4: 3,744 shares; 2026Q1: 3,695 shares 3,695 $363K 0.05% -49 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 9,255 shares; 2025Q1: 9,255 shares; 2025Q2: 9,005 shares; 2025Q3: 8,855 shares; 2025Q4: 8,355 shares; 2026Q1: 8,355 shares 8,355 $359K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $357K 0.05% 0 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,484 shares; 2025Q1: 10,484 shares; 2025Q2: 9,949 shares; 2025Q3: 9,749 shares; 2025Q4: 8,450 shares; 2026Q1: 6,650 shares 6,650 $355K 0.05% -1,800 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,213 shares; 2025Q1: 1,214 shares; 2025Q2: 1,197 shares; 2025Q3: 1,222 shares; 2025Q4: 1,726 shares; 2026Q1: 1,683 shares 1,683 $350K 0.05% -43 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: 2,448 shares; 2024Q4: 2,448 shares; 2025Q1: 2,628 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 2,713 shares 2,713 $348K 0.05% +265 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,584 shares; 2024Q4: 7,786 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: 7,634 shares; 2026Q1: 7,384 shares 7,384 $347K 0.05% -250 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: 1,216 shares; 2024Q4: 1,134 shares; 2025Q1: 1,089 shares; 2025Q2: 1,189 shares; 2025Q3: 1,113 shares; 2025Q4: 979 shares; 2026Q1: 958 shares 958 $341K 0.04% -21 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: 11,858 shares; 2024Q4: 9,714 shares; 2025Q1: 8,672 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,631 shares 11,631 $337K 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,864 shares; 2025Q1: 2,529 shares; 2025Q2: 2,504 shares; 2025Q3: 2,454 shares; 2025Q4: 2,376 shares; 2026Q1: 2,367 shares 2,367 $337K 0.04% -9 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares 3,605 $335K 0.04% 0 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,650 shares; 2025Q1: 4,771 shares; 2025Q2: 4,571 shares; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares; 2026Q1: 4,471 shares 4,471 $330K 0.04% 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: not reported; 2025Q4: not reported; 2026Q1: 6,822 shares 6,822 $328K 0.04% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,600 shares; 2025Q1: 5,700 shares; 2025Q2: 5,575 shares; 2025Q3: 5,400 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $325K 0.04% 0 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: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 943 shares; 2025Q3: 960 shares; 2025Q4: 962 shares; 2026Q1: 941 shares 941 $323K 0.04% -21 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,041 shares; 2025Q3: 1,074 shares; 2025Q4: 1,084 shares; 2026Q1: 1,064 shares 1,064 $322K 0.04% -20 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,170 shares; 2025Q1: 6,639 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,155 shares; 2026Q1: 7,970 shares 7,970 $320K 0.04% +1,815 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: 3,863 shares; 2024Q4: 4,138 shares; 2025Q1: 4,188 shares; 2025Q2: 4,150 shares; 2025Q3: 4,149 shares; 2025Q4: 3,856 shares; 2026Q1: 3,937 shares 3,937 $319K 0.04% +81 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,091 shares; 2025Q4: not reported; 2026Q1: 14,202 shares 14,202 $318K 0.04% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,847 shares; 2025Q1: 6,615 shares; 2025Q2: 6,568 shares; 2025Q3: 6,577 shares; 2025Q4: 6,386 shares; 2026Q1: 6,399 shares 6,399 $316K 0.04% +13 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,301 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares; 2026Q1: 4,305 shares 4,305 $315K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,132 shares; 2025Q3: 1,151 shares; 2025Q4: 1,030 shares; 2026Q1: 1,068 shares 1,068 $312K 0.04% +38 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 12,500 shares 12,500 $311K 0.04% -1,000 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,450 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $304K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,053 shares; 2025Q1: 5,692 shares; 2025Q2: 5,214 shares; 2025Q3: 6,085 shares; 2025Q4: 6,180 shares; 2026Q1: 6,162 shares 6,162 $302K 0.04% -18 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,575 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,325 shares; 2026Q1: 8,825 shares 8,825 $300K 0.04% -500 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: 349 shares; 2025Q1: 384 shares; 2025Q2: 380 shares; 2025Q3: 388 shares; 2025Q4: 359 shares; 2026Q1: 308 shares 308 $296K 0.04% -51 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: 1,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: not reported; 2026Q1: 1,576 shares 1,576 $287K 0.04% new Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,025 shares; 2026Q1: 6,025 shares 6,025 $279K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: 2,505 shares; 2025Q3: 2,547 shares; 2025Q4: 2,207 shares; 2026Q1: 2,341 shares 2,341 $278K 0.04% +134 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 389 shares; 2025Q4: 391 shares; 2026Q1: 403 shares 403 $275K 0.04% +12 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: 813 shares; 2024Q4: not reported; 2025Q1: 941 shares; 2025Q2: 946 shares; 2025Q3: 961 shares; 2025Q4: 958 shares; 2026Q1: 954 shares 954 $274K 0.04% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 3,913 shares 3,913 $273K 0.04% +784 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 3,400 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares 3,530 $272K 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,643 shares; 2025Q1: 3,337 shares; 2025Q2: 3,338 shares; 2025Q3: 3,439 shares; 2025Q4: 3,440 shares; 2026Q1: 3,439 shares 3,439 $272K 0.04% -1 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: 8,069 shares; 2024Q4: 6,667 shares; 2025Q1: 6,913 shares; 2025Q2: 5,207 shares; 2025Q3: 6,311 shares; 2025Q4: not reported; 2026Q1: 5,395 shares 5,395 $271K 0.04% new 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: 3,455 shares; 2024Q4: 3,430 shares; 2025Q1: 3,030 shares; 2025Q2: 2,894 shares; 2025Q3: 2,943 shares; 2025Q4: 2,946 shares; 2026Q1: 2,855 shares 2,855 $268K 0.03% -91 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 4,477 shares; 2026Q1: 4,473 shares 4,473 $268K 0.03% -4 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,193 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares 2,193 $266K 0.03% 0 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares; 2025Q4: 7,695 shares; 2026Q1: 6,785 shares 6,785 $266K 0.03% -910 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: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,797 shares; 2025Q3: 2,883 shares; 2025Q4: 2,733 shares; 2026Q1: 2,706 shares 2,706 $261K 0.03% -27 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,180 shares; 2026Q1: 8,180 shares 8,180 $259K 0.03% 0 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 10,620 shares; 2025Q1: 10,620 shares; 2025Q2: 10,620 shares; 2025Q3: 10,620 shares; 2025Q4: 10,120 shares; 2026Q1: 7,620 shares 7,620 $259K 0.03% -2,500 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,311 shares; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,366 shares 1,366 $253K 0.03% +135 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,210 shares 2,210 $246K 0.03% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708 shares 708 $242K 0.03% new 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: 21,663 shares; 2024Q4: 19,411 shares; 2025Q1: 17,090 shares; 2025Q2: 17,279 shares; 2025Q3: 17,552 shares; 2025Q4: 18,327 shares; 2026Q1: 20,655 shares 20,655 $238K 0.03% +2,328 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,061 shares; 2026Q1: 3,076 shares 3,076 $238K 0.03% +15 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $237K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 10,911 shares; 2025Q1: 10,428 shares; 2025Q2: 9,813 shares; 2025Q3: 9,004 shares; 2025Q4: 8,127 shares; 2026Q1: 8,355 shares 8,355 $235K 0.03% +228 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,125 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares 5,825 $233K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 2,931 shares 2,931 $232K 0.03% -1,868 Timeline TFI 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: 5,245 shares; 2026Q1: 5,021 shares 5,021 $228K 0.03% -224 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $228K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,837 shares; 2025Q3: 2,850 shares; 2025Q4: 2,481 shares; 2026Q1: 2,528 shares 2,528 $226K 0.03% +47 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 2,028 shares; 2025Q4: 1,828 shares; 2026Q1: 1,905 shares 1,905 $226K 0.03% +77 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: 2,908 shares; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,527 shares; 2025Q3: 2,577 shares; 2025Q4: 2,580 shares; 2026Q1: 2,323 shares 2,323 $226K 0.03% -257 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $225K 0.03% 0 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,219 shares 9,219 $223K 0.03% new Timeline IWV 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: 672 shares; 2024Q4: 650 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $222K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,679 shares 1,679 $220K 0.03% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD 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 $219K 0.03% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 4,534 shares; 2026Q1: 5,234 shares 5,234 $218K 0.03% +700 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 879 shares; 2025Q2: 837 shares; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 833 shares 833 $214K 0.03% +9 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 15,680 shares; 2025Q1: 13,820 shares; 2025Q2: 13,953 shares; 2025Q3: 13,903 shares; 2025Q4: 13,054 shares; 2026Q1: 12,556 shares 12,556 $214K 0.03% -498 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares; 2026Q1: 1,890 shares 1,890 $214K 0.03% -68 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 118 shares; 2025Q4: 120 shares; 2026Q1: 123 shares 123 $213K 0.03% +3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,142 shares; 2024Q4: 23,210 shares; 2025Q1: 21,240 shares; 2025Q2: 20,311 shares; 2025Q3: 20,381 shares; 2025Q4: 20,452 shares; 2026Q1: 20,522 shares 20,522 $211K 0.03% +70 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: 1,160 shares; 2024Q4: 1,176 shares; 2025Q1: 1,155 shares; 2025Q2: 1,183 shares; 2025Q3: 1,180 shares; 2025Q4: 1,137 shares; 2026Q1: 1,116 shares 1,116 $208K 0.03% -21 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 1,316 shares; 2026Q1: 1,260 shares 1,260 $207K 0.03% -56 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: 7,007 shares; 2025Q3: 6,225 shares; 2025Q4: 6,231 shares; 2026Q1: 6,231 shares 6,231 $205K 0.03% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $201K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 15,246 shares; 2025Q1: 13,600 shares; 2025Q2: 12,612 shares; 2025Q3: 8,226 shares; 2025Q4: not reported; 2026Q1: 6,966 shares 6,966 $200K 0.03% new 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: 2,917 shares; 2025Q1: 3,879 shares; 2025Q2: 4,402 shares; 2025Q3: 4,553 shares; 2025Q4: 4,600 shares; 2026Q1: 2,446 shares 2,446 $195K 0.03% -2,154 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 467 shares 467 $195K 0.03% new Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS 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: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares; 2026Q1: 17,782 shares 17,782 $66.7K 0.01% 0 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,903 shares 12,903 $45.7K 0.01% new Timeline CABA CABALETTA BIO INC More: the full row for CABALETTA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $40.4K 0.01% 0 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $9.81K <0.01% 0 Timeline