HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 435,761 shares; 2025Q1: 437,598 shares; 2025Q2: 427,420 shares; 2025Q3: 438,502 shares; 2025Q4: 454,722 shares; 2026Q1: 616,666 shares; 2026Q2: 618,984 shares 618,984 $29M 5.56% +2,318 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 333,940 shares; 2025Q1: 341,751 shares; 2025Q2: 349,978 shares; 2025Q3: 365,294 shares; 2025Q4: 338,770 shares; 2026Q1: 305,910 shares; 2026Q2: 322,777 shares 322,777 $26.2M 5.01% +16,867 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 139,640 shares; 2025Q1: 283,057 shares; 2025Q2: 336,112 shares; 2025Q3: 339,285 shares; 2025Q4: 287,447 shares; 2026Q1: 253,779 shares; 2026Q2: 248,565 shares 248,565 $24.5M 4.69% -5,214 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 336,115 shares; 2025Q1: 346,496 shares; 2025Q2: 360,414 shares; 2025Q3: 379,280 shares; 2025Q4: 366,485 shares; 2026Q1: 359,166 shares; 2026Q2: 374,640 shares 374,640 $22.4M 4.3% +15,474 Timeline DSTX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 405,622 shares; 2025Q1: 412,046 shares; 2025Q2: 423,305 shares; 2025Q3: 431,808 shares; 2025Q4: 438,986 shares; 2026Q1: 609,624 shares; 2026Q2: 641,780 shares 641,780 $21M 4.01% +32,156 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 233,980 shares; 2025Q1: 276,583 shares; 2025Q2: 387,258 shares; 2025Q3: 396,210 shares; 2025Q4: 476,716 shares; 2026Q1: 433,507 shares; 2026Q2: 468,829 shares 468,829 $20.2M 3.87% +35,322 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 153,556 shares; 2025Q1: 168,777 shares; 2025Q2: 175,327 shares; 2025Q3: 184,439 shares; 2025Q4: 190,433 shares; 2026Q1: 282,009 shares; 2026Q2: 293,242 shares 293,242 $15.8M 3.02% +11,233 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204,569 shares; 2025Q1: 409,061 shares; 2025Q2: 442,734 shares; 2025Q3: 500,765 shares; 2025Q4: 506,124 shares; 2026Q1: 449,785 shares; 2026Q2: 461,501 shares 461,501 $14.3M 2.74% +11,716 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; 2024Q3: restricted; 2024Q4: 106,646 shares; 2025Q1: 100,951 shares; 2025Q2: 96,993 shares; 2025Q3: 96,820 shares; 2025Q4: 90,261 shares; 2026Q1: 270,808 shares; 2026Q2: 276,101 shares 276,101 $13.9M 2.67% +5,293 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,883 shares; 2026Q1: 265,647 shares; 2026Q2: 271,387 shares 271,387 $13.5M 2.59% +5,740 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76,190 shares; 2025Q1: 93,318 shares; 2025Q2: 97,494 shares; 2025Q3: 100,926 shares; 2025Q4: 105,831 shares; 2026Q1: 187,763 shares; 2026Q2: 191,179 shares 191,179 $13.5M 2.59% +3,416 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,033 shares; 2025Q1: 82,399 shares; 2025Q2: 99,714 shares; 2025Q3: 102,163 shares; 2025Q4: 107,724 shares; 2026Q1: 97,205 shares; 2026Q2: 99,934 shares 99,934 $13.3M 2.55% +2,729 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 86,079 shares; 2025Q2: 100,858 shares; 2025Q3: 110,812 shares; 2025Q4: 100,169 shares; 2026Q1: 71,365 shares; 2026Q2: 76,747 shares 76,747 $12.5M 2.4% +5,382 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,753 shares; 2025Q1: 41,580 shares; 2025Q2: 41,428 shares; 2025Q3: 41,202 shares; 2025Q4: 41,131 shares; 2026Q1: 41,008 shares; 2026Q2: 40,226 shares 40,226 $11.7M 2.24% -782 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,440 shares; 2025Q1: 111,147 shares; 2025Q2: 122,842 shares; 2025Q3: 126,399 shares; 2025Q4: 139,472 shares; 2026Q1: 104,426 shares; 2026Q2: 99,902 shares 99,902 $11.5M 2.2% -4,524 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,139 shares; 2026Q1: 46,975 shares; 2026Q2: 58,095 shares 58,095 $11.1M 2.13% +11,120 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,660 shares; 2025Q1: 111,477 shares; 2025Q2: 123,933 shares; 2025Q3: 125,591 shares; 2025Q4: 158,791 shares; 2026Q1: 135,505 shares; 2026Q2: 140,850 shares 140,850 $9.79M 1.87% +5,345 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,977 shares; 2025Q1: 40,273 shares; 2025Q2: 33,578 shares; 2025Q3: 33,925 shares; 2025Q4: 34,392 shares; 2026Q1: 34,272 shares; 2026Q2: 33,452 shares 33,452 $9.55M 1.83% -820 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 247,746 shares; 2025Q1: 132,736 shares; 2025Q2: 123,989 shares; 2025Q3: 118,195 shares; 2025Q4: 117,981 shares; 2026Q1: 115,394 shares; 2026Q2: 114,563 shares 114,563 $8.68M 1.66% -831 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; 2024Q3: restricted; 2024Q4: 21,266 shares; 2025Q1: 19,140 shares; 2025Q2: 12,305 shares; 2025Q3: 12,181 shares; 2025Q4: 12,181 shares; 2026Q1: 12,127 shares; 2026Q2: 12,477 shares 12,477 $8.57M 1.64% +350 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102,300 shares; 2025Q2: 121,633 shares; 2025Q3: 155,354 shares; 2025Q4: 194,851 shares; 2026Q1: 256,201 shares; 2026Q2: 249,044 shares 249,044 $7.93M 1.52% -7,157 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 170,405 shares; 2025Q1: 170,006 shares; 2025Q2: 163,534 shares; 2025Q3: 160,540 shares; 2025Q4: 160,505 shares; 2026Q1: 158,900 shares; 2026Q2: 157,145 shares 157,145 $7.57M 1.45% -1,755 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,423 shares; 2025Q1: 19,609 shares; 2025Q2: 19,022 shares; 2025Q3: 19,186 shares; 2025Q4: 18,973 shares; 2026Q1: 22,103 shares; 2026Q2: 25,444 shares 25,444 $7.36M 1.41% +3,341 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,378 shares; 2025Q1: 74,973 shares; 2025Q2: 68,982 shares; 2025Q3: 88,450 shares; 2025Q4: 90,860 shares; 2026Q1: 105,091 shares; 2026Q2: 124,280 shares 124,280 $6.28M 1.2% +19,189 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206,136 shares; 2025Q1: 106,209 shares; 2025Q2: 103,195 shares; 2025Q3: 98,555 shares; 2025Q4: 96,004 shares; 2026Q1: 95,116 shares; 2026Q2: 91,913 shares 91,913 $6M 1.15% -3,203 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,512 shares; 2026Q1: 30,401 shares; 2026Q2: 26,521 shares 26,521 $5.64M 1.08% -3,880 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; 2024Q3: restricted; 2024Q4: 152,618 shares; 2025Q1: 61,170 shares; 2025Q2: 54,513 shares; 2025Q3: 53,345 shares; 2025Q4: 52,275 shares; 2026Q1: 48,458 shares; 2026Q2: 42,603 shares 42,603 $5.45M 1.04% -5,855 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,638 shares; 2025Q1: 36,233 shares; 2025Q2: 31,541 shares; 2025Q3: 45,370 shares; 2025Q4: 48,046 shares; 2026Q1: 63,316 shares; 2026Q2: 105,539 shares 105,539 $5.35M 1.02% +42,223 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; 2024Q3: restricted; 2024Q4: 57,464 shares; 2025Q1: 56,980 shares; 2025Q2: 55,756 shares; 2025Q3: 57,678 shares; 2025Q4: 115,409 shares; 2026Q1: 115,450 shares; 2026Q2: 90,826 shares 90,826 $4.82M 0.92% -24,624 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,537 shares; 2025Q1: 38,790 shares; 2025Q2: 34,829 shares; 2025Q3: 34,310 shares; 2025Q4: 32,933 shares; 2026Q1: 31,220 shares; 2026Q2: 29,243 shares 29,243 $4.67M 0.89% -1,977 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115,800 shares; 2025Q1: 114,468 shares; 2025Q2: 121,555 shares; 2025Q3: 120,066 shares; 2025Q4: 121,009 shares; 2026Q1: 109,850 shares; 2026Q2: 90,578 shares 90,578 $4.49M 0.86% -19,272 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; 2024Q3: restricted; 2024Q4: 2,613 shares; 2025Q1: 2,616 shares; 2025Q2: 6,910 shares; 2025Q3: 6,964 shares; 2025Q4: 6,910 shares; 2026Q1: 7,135 shares; 2026Q2: 5,653 shares 5,653 $4.22M 0.81% -1,482 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,978 shares; 2026Q2: 76,536 shares 76,536 $4.08M 0.78% +59,558 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,011 shares; 2025Q1: 10,966 shares; 2025Q2: 10,053 shares; 2025Q3: 10,015 shares; 2025Q4: 9,969 shares; 2026Q1: 10,409 shares; 2026Q2: 10,347 shares 10,347 $3.91M 0.75% -62 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,744 shares; 2025Q1: 50,760 shares; 2025Q2: 50,725 shares; 2025Q3: 49,774 shares; 2025Q4: 49,774 shares; 2026Q1: 49,693 shares; 2026Q2: 49,193 shares 49,193 $3.79M 0.73% -500 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,252 shares; 2026Q2: 34,452 shares 34,452 $3.43M 0.66% +200 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,108 shares; 2025Q1: 73,989 shares; 2025Q2: 72,896 shares; 2025Q3: 72,836 shares; 2025Q4: 72,836 shares; 2026Q1: 72,836 shares; 2026Q2: 72,836 shares 72,836 $3.17M 0.61% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,840 shares; 2025Q1: 34,534 shares; 2025Q2: 34,306 shares; 2025Q3: 34,306 shares; 2025Q4: 33,874 shares; 2026Q1: 33,874 shares; 2026Q2: 33,874 shares 33,874 $3.09M 0.59% 0 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; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares; 2026Q1: 5,844 shares; 2026Q2: 5,754 shares 5,754 $3.01M 0.58% -90 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,538 shares; 2026Q1: 11,615 shares; 2026Q2: 55,875 shares 55,875 $2.86M 0.55% +44,260 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 229,609 shares; 2025Q1: 227,426 shares; 2025Q2: 194,856 shares; 2025Q3: 193,220 shares; 2025Q4: 193,220 shares; 2026Q1: 193,220 shares; 2026Q2: 140,849 shares 140,849 $2.85M 0.55% -52,371 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 962 shares; 2025Q2: 940 shares; 2025Q3: 953 shares; 2025Q4: 911 shares; 2026Q1: 924 shares; 2026Q2: 8,738 shares 8,738 $2.64M 0.5% +7,814 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,654 shares; 2025Q1: 11,258 shares; 2025Q2: 10,667 shares; 2025Q3: 11,384 shares; 2025Q4: 11,565 shares; 2026Q1: 12,187 shares; 2026Q2: 12,988 shares 12,988 $2.6M 0.5% +801 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; 2024Q3: restricted; 2024Q4: 5,758 shares; 2025Q1: 5,935 shares; 2025Q2: 5,254 shares; 2025Q3: 5,195 shares; 2025Q4: 5,604 shares; 2026Q1: 5,726 shares; 2026Q2: 5,198 shares 5,198 $2.48M 0.48% -528 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 208,829 shares; 2025Q1: 69,841 shares; 2025Q2: 40,571 shares; 2025Q3: 38,000 shares; 2025Q4: 37,097 shares; 2026Q1: 33,440 shares; 2026Q2: 30,838 shares 30,838 $2.45M 0.47% -2,602 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; 2024Q3: restricted; 2024Q4: 7,635 shares; 2025Q1: 7,789 shares; 2025Q2: 8,652 shares; 2025Q3: 8,964 shares; 2025Q4: 9,583 shares; 2026Q1: 10,059 shares; 2026Q2: 9,866 shares 9,866 $2.35M 0.45% -193 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,639 shares; 2025Q1: 5,224 shares; 2025Q2: 5,014 shares; 2025Q3: 5,244 shares; 2025Q4: 5,139 shares; 2026Q1: 5,924 shares; 2026Q2: 5,933 shares 5,933 $2.21M 0.42% +9 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; 2024Q3: restricted; 2024Q4: 1,433 shares; 2025Q1: 1,340 shares; 2025Q2: 1,342 shares; 2025Q3: 2,254 shares; 2025Q4: 2,978 shares; 2026Q1: 2,980 shares; 2026Q2: 2,990 shares 2,990 $2.2M 0.42% +10 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; 2024Q3: restricted; 2024Q4: 6,022 shares; 2025Q1: 6,164 shares; 2025Q2: 6,040 shares; 2025Q3: 5,970 shares; 2025Q4: 6,002 shares; 2026Q1: 6,466 shares; 2026Q2: 6,613 shares 6,613 $2.16M 0.41% +147 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,820 shares; 2025Q1: 5,909 shares; 2025Q2: 5,603 shares; 2025Q3: 6,685 shares; 2025Q4: 6,194 shares; 2026Q1: 6,541 shares; 2026Q2: 5,883 shares 5,883 $2.1M 0.4% -658 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; 2024Q3: restricted; 2024Q4: 41,486 shares; 2025Q1: 41,145 shares; 2025Q2: 39,055 shares; 2025Q3: 40,272 shares; 2025Q4: 38,729 shares; 2026Q1: 38,979 shares; 2026Q2: 38,491 shares 38,491 $2.06M 0.4% -488 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 3,584 shares; 2025Q2: 4,497 shares; 2025Q3: 4,813 shares; 2025Q4: 4,418 shares; 2026Q1: 4,672 shares; 2026Q2: 4,698 shares 4,698 $1.98M 0.38% +26 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,836 shares; 2025Q3: 17,433 shares; 2025Q4: 17,403 shares; 2026Q1: 17,564 shares; 2026Q2: 16,792 shares 16,792 $1.85M 0.35% -772 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; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 2,284 shares; 2025Q2: 2,140 shares; 2025Q3: 2,301 shares; 2025Q4: 2,282 shares; 2026Q1: 2,558 shares; 2026Q2: 2,406 shares 2,406 $1.84M 0.35% -152 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,924 shares; 2025Q1: 13,723 shares; 2025Q2: 13,723 shares; 2025Q3: 13,723 shares; 2025Q4: 13,723 shares; 2026Q1: 13,723 shares; 2026Q2: 13,723 shares 13,723 $1.76M 0.34% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,114 shares; 2025Q1: 14,432 shares; 2025Q2: 13,792 shares; 2025Q3: 14,344 shares; 2025Q4: 14,135 shares; 2026Q1: 15,087 shares; 2026Q2: 15,200 shares 15,200 $1.72M 0.33% +113 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,101 shares; 2025Q1: 28,407 shares; 2025Q2: 28,324 shares; 2025Q3: 27,294 shares; 2025Q4: 26,683 shares; 2026Q1: 26,606 shares; 2026Q2: 25,838 shares 25,838 $1.61M 0.31% -768 Timeline DEEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,648 shares; 2025Q1: 41,242 shares; 2025Q2: 41,235 shares; 2025Q3: 41,235 shares; 2025Q4: 41,235 shares; 2026Q1: 41,235 shares; 2026Q2: 41,235 shares 41,235 $1.59M 0.31% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,015 shares; 2025Q1: 1,955 shares; 2025Q2: 1,854 shares; 2025Q3: 1,903 shares; 2025Q4: 19,413 shares; 2026Q1: 20,511 shares; 2026Q2: 20,983 shares 20,983 $1.5M 0.29% +472 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; 2024Q3: restricted; 2024Q4: 12,463 shares; 2025Q1: 10,261 shares; 2025Q2: 9,159 shares; 2025Q3: 8,606 shares; 2025Q4: 8,606 shares; 2026Q1: 8,741 shares; 2026Q2: 8,741 shares 8,741 $1.39M 0.27% 0 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; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,556 shares; 2025Q2: 1,479 shares; 2025Q3: 1,512 shares; 2025Q4: 1,349 shares; 2026Q1: 1,391 shares; 2026Q2: 1,370 shares 1,370 $1.39M 0.27% -21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,307 shares; 2025Q1: 7,597 shares; 2025Q2: 7,758 shares; 2025Q3: 9,042 shares; 2025Q4: 9,307 shares; 2026Q1: 10,094 shares; 2026Q2: 10,128 shares 10,128 $1.37M 0.26% +34 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,550 shares; 2026Q1: 60,108 shares; 2026Q2: 25,744 shares 25,744 $1.26M 0.24% -34,364 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,332 shares; 2026Q1: 4,853 shares; 2026Q2: 3,682 shares 3,682 $1.26M 0.24% -1,171 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; 2024Q3: restricted; 2024Q4: 16,490 shares; 2025Q1: 17,519 shares; 2025Q2: 17,784 shares; 2025Q3: 30,011 shares; 2025Q4: 31,852 shares; 2026Q1: 34,195 shares; 2026Q2: 33,637 shares 33,637 $1.24M 0.24% -558 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 4,690 shares; 2026Q1: 4,750 shares; 2026Q2: 3,232 shares 3,232 $1.19M 0.23% -1,518 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; 2024Q3: restricted; 2024Q4: 6,957 shares; 2025Q1: 8,217 shares; 2025Q2: 7,922 shares; 2025Q3: 9,442 shares; 2025Q4: 6,951 shares; 2026Q1: 7,231 shares; 2026Q2: 9,224 shares 9,224 $1.19M 0.23% +1,993 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,423 shares; 2026Q2: 9,080 shares 9,080 $1.13M 0.22% +6,657 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 3,374 shares; 2025Q3: 3,715 shares; 2025Q4: 3,663 shares; 2026Q1: 3,954 shares; 2026Q2: 4,147 shares 4,147 $1.03M 0.2% +193 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,313 shares 5,313 $1.01M 0.19% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,210 shares; 2025Q1: 17,684 shares; 2025Q2: 10,560 shares; 2025Q3: 20,364 shares; 2025Q4: 20,482 shares; 2026Q1: 17,885 shares; 2026Q2: 9,291 shares 9,291 $1000K 0.19% -8,594 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; 2024Q3: restricted; 2024Q4: 3,149 shares; 2025Q1: 3,322 shares; 2025Q2: 3,289 shares; 2025Q3: 3,502 shares; 2025Q4: 3,477 shares; 2026Q1: 3,984 shares; 2026Q2: 4,055 shares 4,055 $998K 0.19% +71 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,791 shares; 2025Q1: 97,108 shares; 2025Q2: 60,566 shares; 2025Q3: 79,447 shares; 2025Q4: 77,854 shares; 2026Q1: 68,871 shares; 2026Q2: 20,536 shares 20,536 $996K 0.19% -48,335 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,632 shares; 2025Q1: 18,009 shares; 2025Q2: 18,274 shares; 2025Q3: 19,187 shares; 2025Q4: 19,347 shares; 2026Q1: 21,065 shares; 2026Q2: 20,791 shares 20,791 $989K 0.19% -274 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; 2024Q3: restricted; 2024Q4: 9,332 shares; 2025Q1: 9,210 shares; 2025Q2: 9,027 shares; 2025Q3: 9,302 shares; 2025Q4: 9,491 shares; 2026Q1: 10,364 shares; 2026Q2: 10,479 shares 10,479 $967K 0.19% +115 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,136 shares; 2025Q1: 2,181 shares; 2025Q2: 2,125 shares; 2025Q3: 2,290 shares; 2025Q4: 2,329 shares; 2026Q1: 2,809 shares; 2026Q2: 2,811 shares 2,811 $965K 0.18% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 2,185 shares; 2026Q2: 1,650 shares 1,650 $959K 0.18% -535 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,594 shares; 2025Q1: 23,251 shares; 2025Q2: 20,005 shares; 2025Q3: 17,560 shares; 2025Q4: 17,838 shares; 2026Q1: 18,523 shares; 2026Q2: 19,647 shares 19,647 $956K 0.18% +1,124 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; 2024Q3: restricted; 2024Q4: 456 shares; 2025Q1: 979 shares; 2025Q2: 599 shares; 2025Q3: 785 shares; 2025Q4: 777 shares; 2026Q1: 785 shares; 2026Q2: 793 shares 793 $951K 0.18% +8 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,656 shares; 2025Q1: 20,362 shares; 2025Q2: 18,385 shares; 2025Q3: 18,385 shares; 2025Q4: 18,385 shares; 2026Q1: 18,385 shares; 2026Q2: 18,385 shares 18,385 $944K 0.18% 0 Timeline FAAA 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,903 shares 17,903 $898K 0.17% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,706 shares; 2025Q1: 3,144 shares; 2025Q2: 3,216 shares; 2025Q3: 4,945 shares; 2025Q4: 5,721 shares; 2026Q1: 6,819 shares; 2026Q2: 5,778 shares 5,778 $888K 0.17% -1,041 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,128 shares; 2025Q1: 9,165 shares; 2025Q2: 10,087 shares; 2025Q3: 10,093 shares; 2025Q4: 10,005 shares; 2026Q1: 10,005 shares; 2026Q2: 11,467 shares 11,467 $886K 0.17% +1,462 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 851 shares; 2025Q1: 864 shares; 2025Q2: 824 shares; 2025Q3: 821 shares; 2025Q4: 824 shares; 2026Q1: 915 shares; 2026Q2: 910 shares 910 $875K 0.17% -5 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,055 shares; 2025Q1: 9,229 shares; 2025Q2: 8,672 shares; 2025Q3: 8,317 shares; 2025Q4: 7,227 shares; 2026Q1: 7,070 shares; 2026Q2: 6,755 shares 6,755 $872K 0.17% -315 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 10,141 shares; 2025Q4: 10,686 shares; 2026Q1: 11,166 shares; 2026Q2: 9,313 shares 9,313 $870K 0.17% -1,853 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,132 shares; 2025Q1: 69,287 shares; 2025Q2: 39,168 shares; 2025Q3: 77,963 shares; 2025Q4: 64,487 shares; 2026Q1: 61,227 shares; 2026Q2: 32,873 shares 32,873 $832K 0.16% -28,354 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; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 427 shares; 2025Q2: 1,085 shares; 2025Q3: 1,205 shares; 2025Q4: 1,231 shares; 2026Q1: 1,290 shares; 2026Q2: 1,458 shares 1,458 $821K 0.16% +168 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,314 shares; 2026Q1: 835 shares; 2026Q2: 701 shares 701 $809K 0.15% -134 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,484 shares; 2025Q1: 27,506 shares; 2025Q2: 21,691 shares; 2025Q3: 21,691 shares; 2025Q4: 21,270 shares; 2026Q1: 21,270 shares; 2026Q2: 21,270 shares 21,270 $793K 0.15% 0 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; 2024Q3: restricted; 2024Q4: 2,210 shares; 2025Q1: 2,122 shares; 2025Q2: 2,000 shares; 2025Q3: 3,516 shares; 2025Q4: 3,461 shares; 2026Q1: 3,734 shares; 2026Q2: 2,302 shares 2,302 $779K 0.15% -1,432 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,474 shares; 2025Q1: 1,419 shares; 2025Q2: 1,381 shares; 2025Q3: 1,158 shares; 2025Q4: 1,153 shares; 2026Q1: 1,073 shares; 2026Q2: 1,078 shares 1,078 $769K 0.15% +5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 2,257 shares; 2026Q1: 2,662 shares; 2026Q2: 2,825 shares 2,825 $711K 0.14% +163 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,876 shares; 2026Q1: 8,997 shares; 2026Q2: 9,058 shares 9,058 $704K 0.13% +61 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: 8,842 shares; 2025Q4: 8,837 shares; 2026Q1: 10,152 shares; 2026Q2: 12,155 shares 12,155 $687K 0.13% +2,003 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,752 shares; 2025Q2: 7,751 shares; 2025Q3: 7,779 shares; 2025Q4: 7,651 shares; 2026Q1: 7,679 shares; 2026Q2: 7,726 shares 7,726 $678K 0.13% +47 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,028 shares; 2025Q1: 7,953 shares; 2025Q2: 7,647 shares; 2025Q3: 7,356 shares; 2025Q4: 7,311 shares; 2026Q1: 7,097 shares; 2026Q2: 7,097 shares 7,097 $675K 0.13% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,612 shares; 2025Q1: 8,612 shares; 2025Q2: 8,612 shares; 2025Q3: 8,612 shares; 2025Q4: 11,377 shares; 2026Q1: 11,508 shares; 2026Q2: 12,618 shares 12,618 $675K 0.13% +1,110 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,224 shares; 2025Q1: 1,352 shares; 2025Q2: 1,314 shares; 2025Q3: 1,480 shares; 2025Q4: 1,398 shares; 2026Q1: 1,635 shares; 2026Q2: 1,573 shares 1,573 $670K 0.13% -62 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,295 shares; 2025Q1: 3,438 shares; 2025Q2: 3,477 shares; 2025Q3: 4,127 shares; 2025Q4: 3,610 shares; 2026Q1: 3,926 shares; 2026Q2: 3,949 shares 3,949 $655K 0.13% +23 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,576 shares; 2025Q1: 3,807 shares; 2025Q2: 2,043 shares; 2025Q3: 2,844 shares; 2025Q4: 2,989 shares; 2026Q1: 4,217 shares; 2026Q2: 3,534 shares 3,534 $653K 0.13% -683 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,346 shares; 2025Q1: 3,325 shares; 2025Q2: 3,303 shares; 2025Q3: 3,393 shares; 2025Q4: 3,433 shares; 2026Q1: 3,708 shares; 2026Q2: 3,825 shares 3,825 $642K 0.12% +117 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 2,364 shares; 2025Q2: 2,430 shares; 2025Q3: 3,060 shares; 2025Q4: 3,457 shares; 2026Q1: 4,166 shares; 2026Q2: 4,430 shares 4,430 $634K 0.12% +264 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,148 shares; 2025Q1: 14,999 shares; 2025Q2: 14,299 shares; 2025Q3: 13,464 shares; 2025Q4: 13,464 shares; 2026Q1: 13,464 shares; 2026Q2: 13,499 shares 13,499 $628K 0.12% +35 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,323 shares; 2025Q1: not reported; 2025Q2: 4,207 shares; 2025Q3: 7,102 shares; 2025Q4: 6,728 shares; 2026Q1: 8,306 shares; 2026Q2: 7,870 shares 7,870 $620K 0.12% -436 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 705 shares; 2025Q2: 719 shares; 2025Q3: 862 shares; 2025Q4: 887 shares; 2026Q1: 943 shares; 2026Q2: 919 shares 919 $613K 0.12% -24 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,181 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares; 2026Q2: 10,325 shares 10,325 $609K 0.12% +2,097 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,541 shares 3,541 $605K 0.12% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,932 shares; 2025Q3: 4,772 shares; 2025Q4: 4,285 shares; 2026Q1: 4,631 shares; 2026Q2: 5,139 shares 5,139 $600K 0.11% +508 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,751 shares; 2025Q1: 2,102 shares; 2025Q2: 1,903 shares; 2025Q3: 2,289 shares; 2025Q4: 2,377 shares; 2026Q1: 2,795 shares; 2026Q2: 2,852 shares 2,852 $596K 0.11% +57 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 181,680 shares; 2025Q1: 187,549 shares; 2025Q2: 32,109 shares; 2025Q3: 33,523 shares; 2025Q4: 16,260 shares; 2026Q1: 15,068 shares; 2026Q2: 14,429 shares 14,429 $582K 0.11% -639 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,750 shares; 2025Q1: 39,750 shares; 2025Q2: 39,750 shares; 2025Q3: 39,750 shares; 2025Q4: 39,750 shares; 2026Q1: 39,750 shares; 2026Q2: 39,750 shares 39,750 $578K 0.11% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,568 shares; 2025Q2: 1,097 shares; 2025Q3: 1,797 shares; 2025Q4: 1,828 shares; 2026Q1: 2,357 shares; 2026Q2: 2,008 shares 2,008 $564K 0.11% -349 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; 2024Q3: restricted; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,048 shares; 2025Q3: 6,186 shares; 2025Q4: 6,186 shares; 2026Q1: 6,186 shares; 2026Q2: 6,186 shares 6,186 $562K 0.11% 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; 2024Q3: restricted; 2024Q4: 5,620 shares; 2025Q1: 5,321 shares; 2025Q2: 5,258 shares; 2025Q3: 4,762 shares; 2025Q4: 4,686 shares; 2026Q1: 4,834 shares; 2026Q2: 4,653 shares 4,653 $547K 0.1% -181 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,137 shares 2,137 $543K 0.1% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,020 shares; 2025Q3: 12,379 shares; 2025Q4: 12,132 shares; 2026Q1: 12,324 shares; 2026Q2: 12,686 shares 12,686 $537K 0.1% +362 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,177 shares; 2025Q1: 2,228 shares; 2025Q2: 2,189 shares; 2025Q3: 2,834 shares; 2025Q4: 2,585 shares; 2026Q1: 3,319 shares; 2026Q2: 3,346 shares 3,346 $524K 0.1% +27 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; 2024Q3: restricted; 2024Q4: 13,755 shares; 2025Q1: 13,954 shares; 2025Q2: 12,042 shares; 2025Q3: 8,673 shares; 2025Q4: 8,645 shares; 2026Q1: 8,645 shares; 2026Q2: 8,801 shares 8,801 $501K 0.1% +156 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; 2024Q3: restricted; 2024Q4: 7,622 shares; 2025Q1: 8,497 shares; 2025Q2: 7,058 shares; 2025Q3: 7,406 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,668 shares 1,668 $497K 0.1% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,531 shares; 2026Q1: 3,889 shares; 2026Q2: 2,844 shares 2,844 $483K 0.09% -1,045 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666 shares; 2026Q1: 3,067 shares; 2026Q2: 3,278 shares 3,278 $480K 0.09% +211 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,542 shares; 2025Q1: 1,740 shares; 2025Q2: 2,039 shares; 2025Q3: 2,915 shares; 2025Q4: 2,185 shares; 2026Q1: 2,854 shares; 2026Q2: 3,432 shares 3,432 $465K 0.09% +578 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 675 shares; 2025Q2: 707 shares; 2025Q3: 1,432 shares; 2025Q4: 1,426 shares; 2026Q1: 1,907 shares; 2026Q2: 2,219 shares 2,219 $455K 0.09% +312 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,512 shares; 2025Q1: 1,722 shares; 2025Q2: 1,686 shares; 2025Q3: 2,119 shares; 2025Q4: 2,113 shares; 2026Q1: 2,439 shares; 2026Q2: 2,439 shares 2,439 $453K 0.09% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,534 shares; 2025Q4: 2,430 shares; 2026Q1: 4,156 shares; 2026Q2: 3,271 shares 3,271 $447K 0.09% -885 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares; 2026Q2: 4,216 shares 4,216 $434K 0.08% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,398 shares; 2025Q1: 3,642 shares; 2025Q2: 3,618 shares; 2025Q3: 5,020 shares; 2025Q4: 2,679 shares; 2026Q1: 3,323 shares; 2026Q2: 3,336 shares 3,336 $433K 0.08% +13 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,800 shares; 2026Q1: 6,433 shares; 2026Q2: 7,644 shares 7,644 $428K 0.08% +1,211 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; 2024Q3: restricted; 2024Q4: 6,029 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 6,039 shares; 2025Q4: 6,039 shares; 2026Q1: 6,039 shares; 2026Q2: 6,073 shares 6,073 $426K 0.08% +34 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 7,458 shares; 2026Q1: 6,158 shares; 2026Q2: 6,189 shares 6,189 $423K 0.08% +31 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,378 shares; 2025Q3: 19,875 shares; 2025Q4: 19,804 shares; 2026Q1: 19,948 shares; 2026Q2: 20,424 shares 20,424 $423K 0.08% +476 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,525 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,449 shares; 2026Q2: 1,449 shares 1,449 $422K 0.08% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares 4,175 $416K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 4,838 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: 4,838 shares; 2026Q2: 4,838 shares 4,838 $414K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,936 shares 2,936 $410K 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,110 shares; 2025Q2: 1,146 shares; 2025Q3: 1,402 shares; 2025Q4: 1,829 shares; 2026Q1: 1,933 shares; 2026Q2: 1,128 shares 1,128 $408K 0.08% -805 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares; 2026Q2: 343 shares 343 $403K 0.08% +15 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,765 shares 3,765 $402K 0.08% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,630 shares; 2025Q3: not reported; 2025Q4: 7,395 shares; 2026Q1: 9,030 shares; 2026Q2: 12,235 shares 12,235 $394K 0.08% +3,205 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,305 shares; 2026Q1: 4,643 shares; 2026Q2: 5,330 shares 5,330 $388K 0.07% +687 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,326 shares; 2025Q1: 6,453 shares; 2025Q2: 5,236 shares; 2025Q3: 4,582 shares; 2025Q4: 4,436 shares; 2026Q1: 4,495 shares; 2026Q2: 4,378 shares 4,378 $370K 0.07% -117 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares; 2026Q1: 2,136 shares; 2026Q2: 2,580 shares 2,580 $362K 0.07% +444 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; 2024Q3: restricted; 2024Q4: 4,736 shares; 2025Q1: 5,640 shares; 2025Q2: 5,640 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 4,797 shares; 2026Q2: 4,797 shares 4,797 $362K 0.07% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: 780 shares; 2026Q1: 1,203 shares; 2026Q2: 1,246 shares 1,246 $362K 0.07% +43 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,466 shares; 2025Q3: 12,355 shares; 2025Q4: 12,096 shares; 2026Q1: 15,862 shares; 2026Q2: 22,683 shares 22,683 $360K 0.07% +6,821 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 15,000 shares; 2026Q1: 25,000 shares; 2026Q2: 27,000 shares 27,000 $357K 0.07% +2,000 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,913 shares; 2026Q1: 2,468 shares; 2026Q2: 2,786 shares 2,786 $349K 0.07% +318 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 2,896 shares 2,896 $346K 0.07% +2,361 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,676 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $343K 0.07% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 734 shares; 2025Q3: 1,736 shares; 2025Q4: 1,594 shares; 2026Q1: 2,080 shares; 2026Q2: 2,731 shares 2,731 $340K 0.07% +651 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,837 shares; 2025Q4: 8,847 shares; 2026Q1: 12,813 shares; 2026Q2: 13,291 shares 13,291 $336K 0.06% +478 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,039 shares; 2025Q3: 1,625 shares; 2025Q4: 1,199 shares; 2026Q1: 1,798 shares; 2026Q2: 1,985 shares 1,985 $325K 0.06% +187 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,948 shares; 2025Q4: 16,948 shares; 2026Q1: 16,948 shares; 2026Q2: 16,948 shares 16,948 $324K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $323K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,461 shares; 2025Q2: 2,244 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,096 shares; 2026Q2: 2,124 shares 2,124 $322K 0.06% +28 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,711 shares; 2025Q3: 4,711 shares; 2025Q4: 4,711 shares; 2026Q1: 4,711 shares; 2026Q2: 4,711 shares 4,711 $318K 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: 776 shares; 2026Q1: 837 shares; 2026Q2: 839 shares 839 $310K 0.06% +2 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares; 2026Q1: not reported; 2026Q2: 2,994 shares 2,994 $304K 0.06% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $302K 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,330 shares 1,330 $298K 0.06% new 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; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 972 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 1,025 shares; 2026Q2: 970 shares 970 $294K 0.06% -55 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,995 shares; 2025Q2: 2,984 shares; 2025Q3: 2,992 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares; 2026Q2: 2,592 shares 2,592 $293K 0.06% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $289K 0.06% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares 1,306 $289K 0.06% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 3,468 shares 3,468 $287K 0.05% +2,890 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,291 shares; 2025Q4: 15,291 shares; 2026Q1: 16,291 shares; 2026Q2: 16,291 shares 16,291 $276K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,063 shares; 2025Q1: 13,809 shares; 2025Q2: 12,303 shares; 2025Q3: 14,072 shares; 2025Q4: 5,925 shares; 2026Q1: 6,113 shares; 2026Q2: 4,389 shares 4,389 $276K 0.05% -1,724 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $272K 0.05% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,007 shares; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 878 shares; 2026Q1: 880 shares; 2026Q2: 882 shares 882 $265K 0.05% +2 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $264K 0.05% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,619 shares; 2026Q1: 1,627 shares; 2026Q2: 1,635 shares 1,635 $256K 0.05% +8 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares; 2026Q1: 4,625 shares; 2026Q2: 4,625 shares 4,625 $246K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,858 shares; 2025Q2: 4,212 shares; 2025Q3: 3,048 shares; 2025Q4: not reported; 2026Q1: 3,622 shares; 2026Q2: 3,412 shares 3,412 $245K 0.05% -210 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,163 shares; 2025Q2: not reported; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares 3,163 $241K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,240 shares; 2026Q2: 1,271 shares 1,271 $241K 0.05% +31 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,409 shares; 2025Q3: 1,386 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 992 shares 992 $240K 0.05% -391 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; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares 2,948 $238K 0.05% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,526 shares; 2026Q2: 8,526 shares 8,526 $236K 0.05% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,849 shares; 2026Q1: 6,216 shares; 2026Q2: 6,214 shares 6,214 $234K 0.04% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,503 shares; 2025Q2: 356,139 shares; 2025Q3: 165,052 shares; 2025Q4: 69,533 shares; 2026Q1: 46,950 shares; 2026Q2: 4,562 shares 4,562 $231K 0.04% -42,388 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $229K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,876 shares; 2026Q2: 6,876 shares 6,876 $229K 0.04% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: not reported; 2026Q2: 2,458 shares 2,458 $218K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $217K 0.04% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $215K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 7,695 shares; 2025Q2: 5,993 shares; 2025Q3: 5,737 shares; 2025Q4: 5,419 shares; 2026Q1: 5,303 shares; 2026Q2: 4,991 shares 4,991 $213K 0.04% -312 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $212K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436 $210K 0.04% new Timeline VRP 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,576 shares; 2025Q4: 8,576 shares; 2026Q1: 8,576 shares; 2026Q2: 8,576 shares 8,576 $208K 0.04% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,020 shares; 2025Q1: 27,924 shares; 2025Q2: 25,295 shares; 2025Q3: 21,137 shares; 2025Q4: 19,022 shares; 2026Q1: 20,189 shares; 2026Q2: 11,660 shares 11,660 $204K 0.04% -8,529 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; 2024Q3: restricted; 2024Q4: 9,028 shares; 2025Q1: 10,371 shares; 2025Q2: 12,721 shares; 2025Q3: 17,701 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,585 shares 6,585 $162K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,278 shares; 2025Q1: 36,162 shares; 2025Q2: 30,372 shares; 2025Q3: 27,236 shares; 2025Q4: 23,615 shares; 2026Q1: 25,404 shares; 2026Q2: 24,754 shares 24,754 $144K 0.03% -650 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 81,763 shares; 2025Q1: 163,663 shares; 2025Q2: 254,613 shares; 2025Q3: 254,613 shares; 2025Q4: 275,613 shares; 2026Q1: 292,063 shares; 2026Q2: 333,263 shares 333,263 $119K 0.02% +41,200 Timeline