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: 841,668 shares; 2024Q4: 832,120 shares; 2025Q1: 803,984 shares; 2025Q2: 844,719 shares; 2025Q3: 873,391 shares; 2025Q4: 862,817 shares; 2026Q1: 857,480 shares 857,480 $218M 5.65% -5,337 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343,115 shares; 2024Q4: 1,375,087 shares; 2025Q1: 1,446,048 shares; 2025Q2: 1,459,869 shares; 2025Q3: 1,538,979 shares; 2025Q4: 1,593,546 shares; 2026Q1: 1,685,577 shares 1,685,577 $167M 4.35% +92,031 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: 789,346 shares; 2024Q4: 774,576 shares; 2025Q1: 796,785 shares; 2025Q2: 830,153 shares; 2025Q3: 836,705 shares; 2025Q4: 840,394 shares; 2026Q1: 838,038 shares 838,038 $104M 2.71% -2,356 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: 1,239,020 shares; 2024Q4: 1,255,378 shares; 2025Q1: 1,268,425 shares; 2025Q2: 1,276,316 shares; 2025Q3: 1,289,247 shares; 2025Q4: 1,286,405 shares; 2026Q1: 1,409,584 shares 1,409,584 $98.3M 2.55% +123,179 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: 700,423 shares; 2024Q4: 695,990 shares; 2025Q1: 702,637 shares; 2025Q2: 698,829 shares; 2025Q3: 698,199 shares; 2025Q4: 653,748 shares; 2026Q1: 629,425 shares 629,425 $91.9M 2.39% -24,323 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: 327,938 shares; 2024Q4: 322,076 shares; 2025Q1: 321,336 shares; 2025Q2: 325,099 shares; 2025Q3: 320,017 shares; 2025Q4: 311,014 shares; 2026Q1: 302,436 shares 302,436 $87M 2.26% -8,578 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745,129 shares; 2024Q4: 724,813 shares; 2025Q1: 779,335 shares; 2025Q2: 791,228 shares; 2025Q3: 810,187 shares; 2025Q4: 793,726 shares; 2026Q1: 862,821 shares 862,821 $86.9M 2.26% +69,095 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,632 shares; 2024Q4: 789,027 shares; 2025Q1: 815,863 shares; 2025Q2: 823,462 shares; 2025Q3: 857,526 shares; 2025Q4: 892,414 shares; 2026Q1: 929,645 shares 929,645 $85.8M 2.23% +37,231 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710,445 shares; 2024Q4: 722,543 shares; 2025Q1: 741,426 shares; 2025Q2: 743,770 shares; 2025Q3: 762,548 shares; 2025Q4: 798,027 shares; 2026Q1: 825,668 shares 825,668 $85.4M 2.22% +27,641 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560,723 shares; 2025Q3: 2,816,707 shares; 2025Q4: 3,026,139 shares; 2026Q1: 3,189,827 shares 3,189,827 $83.6M 2.17% +163,688 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364,310 shares; 2024Q4: 1,382,364 shares; 2025Q1: 1,409,492 shares; 2025Q2: 1,415,266 shares; 2025Q3: 1,451,193 shares; 2025Q4: 1,500,714 shares; 2026Q1: 1,548,529 shares 1,548,529 $81.4M 2.11% +47,815 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: 77,261 shares; 2024Q4: 74,459 shares; 2025Q1: 73,374 shares; 2025Q2: 71,470 shares; 2025Q3: 71,576 shares; 2025Q4: 73,939 shares; 2026Q1: 74,773 shares 74,773 $74.5M 1.94% +834 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,441 shares; 2024Q4: 641,603 shares; 2025Q1: 646,591 shares; 2025Q2: 642,019 shares; 2025Q3: 630,972 shares; 2025Q4: 625,219 shares; 2026Q1: 620,654 shares 620,654 $73.6M 1.91% -4,565 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: 141,571 shares; 2024Q4: 140,596 shares; 2025Q1: 143,533 shares; 2025Q2: 175,818 shares; 2025Q3: 176,535 shares; 2025Q4: 187,651 shares; 2026Q1: 197,797 shares 197,797 $73.2M 1.9% +10,146 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: 1,006,672 shares; 2024Q4: 994,720 shares; 2025Q1: 1,006,223 shares; 2025Q2: 1,027,417 shares; 2025Q3: 1,035,714 shares; 2025Q4: 1,043,354 shares; 2026Q1: 1,058,158 shares 1,058,158 $71.5M 1.86% +14,804 Timeline IDU 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: 636,567 shares; 2024Q4: 621,603 shares; 2025Q1: 618,761 shares; 2025Q2: 614,088 shares; 2025Q3: 610,713 shares; 2025Q4: 608,539 shares; 2026Q1: 606,250 shares 606,250 $70.4M 1.83% -2,289 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: 128,401 shares; 2024Q4: 124,387 shares; 2025Q1: 125,704 shares; 2025Q2: 118,041 shares; 2025Q3: 118,547 shares; 2025Q4: 113,236 shares; 2026Q1: 106,457 shares 106,457 $69.5M 1.81% -6,779 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: 268,537 shares; 2024Q4: 271,859 shares; 2025Q1: 280,228 shares; 2025Q2: 285,725 shares; 2025Q3: 289,713 shares; 2025Q4: 289,102 shares; 2026Q1: 282,650 shares 282,650 $69.1M 1.79% -6,452 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: 327,162 shares; 2024Q4: 318,183 shares; 2025Q1: 314,493 shares; 2025Q2: 315,024 shares; 2025Q3: 311,433 shares; 2025Q4: 323,356 shares; 2026Q1: 327,399 shares 327,399 $68.2M 1.77% +4,043 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: 431,355 shares; 2024Q4: 436,776 shares; 2025Q1: 432,349 shares; 2025Q2: 418,767 shares; 2025Q3: 416,034 shares; 2025Q4: 417,785 shares; 2026Q1: 657,616 shares 657,616 $63.9M 1.66% +239,831 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: 238,123 shares; 2024Q4: 229,392 shares; 2025Q1: 220,545 shares; 2025Q2: 214,806 shares; 2025Q3: 215,489 shares; 2025Q4: 212,415 shares; 2026Q1: 215,812 shares 215,812 $63.5M 1.65% +3,397 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: 156,777 shares; 2024Q4: 152,479 shares; 2025Q1: 150,209 shares; 2025Q2: 148,698 shares; 2025Q3: 146,185 shares; 2025Q4: 141,104 shares; 2026Q1: 136,915 shares 136,915 $59.8M 1.55% -4,189 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,060,808 shares; 2025Q3: 2,094,817 shares; 2025Q4: 2,133,147 shares; 2026Q1: 2,215,071 shares 2,215,071 $58.3M 1.51% +81,924 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: 186,967 shares; 2024Q4: 184,426 shares; 2025Q1: 179,249 shares; 2025Q2: 175,631 shares; 2025Q3: 176,069 shares; 2025Q4: 178,356 shares; 2026Q1: 184,744 shares 184,744 $55.8M 1.45% +6,388 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: 76,922 shares; 2024Q4: 76,468 shares; 2025Q1: 75,559 shares; 2025Q2: 74,675 shares; 2025Q3: 103,801 shares; 2025Q4: 109,201 shares; 2026Q1: 112,112 shares 112,112 $53.7M 1.4% +2,911 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: 107,835 shares; 2024Q4: 105,680 shares; 2025Q1: 103,256 shares; 2025Q2: 101,666 shares; 2025Q3: 102,067 shares; 2025Q4: 103,362 shares; 2026Q1: 105,871 shares 105,871 $52.9M 1.37% +2,509 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: 27,326 shares; 2024Q4: 27,580 shares; 2025Q1: 29,772 shares; 2025Q2: 50,374 shares; 2025Q3: 57,434 shares; 2025Q4: 56,582 shares; 2026Q1: 56,684 shares 56,684 $52.1M 1.35% +102 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401,203 shares; 2026Q1: 1,478,750 shares 1,478,750 $48.7M 1.27% +77,547 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,107 shares; 2024Q4: 891,091 shares; 2025Q1: 924,961 shares; 2025Q2: 930,533 shares; 2025Q3: 954,445 shares; 2025Q4: 1,004,200 shares; 2026Q1: 1,044,684 shares 1,044,684 $48.3M 1.25% +40,484 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,416 shares; 2024Q4: 498,672 shares; 2025Q1: 507,110 shares; 2025Q2: 511,873 shares; 2025Q3: 528,099 shares; 2025Q4: 535,282 shares; 2026Q1: 553,406 shares 553,406 $47.2M 1.23% +18,124 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,139 shares; 2024Q4: 267,904 shares; 2025Q1: 262,818 shares; 2025Q2: 257,724 shares; 2025Q3: 254,952 shares; 2025Q4: 252,497 shares; 2026Q1: 249,792 shares 249,792 $39.9M 1.04% -2,705 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,854 shares; 2024Q4: 121,534 shares; 2025Q1: 122,724 shares; 2025Q2: 123,467 shares; 2025Q3: 123,199 shares; 2025Q4: 124,049 shares; 2026Q1: 121,227 shares 121,227 $38.6M 1% -2,822 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: 27,599 shares; 2024Q4: 28,443 shares; 2025Q1: 29,034 shares; 2025Q2: 29,367 shares; 2025Q3: 29,873 shares; 2025Q4: 29,527 shares; 2026Q1: 28,124 shares 28,124 $37.1M 0.96% -1,403 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: 350,165 shares; 2024Q4: 332,071 shares; 2025Q1: 314,012 shares; 2025Q2: 305,830 shares; 2025Q3: 298,806 shares; 2025Q4: 301,363 shares; 2026Q1: 297,503 shares 297,503 $37M 0.96% -3,860 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057,047 shares; 2024Q4: 2,419,062 shares; 2025Q1: 1,691,302 shares; 2025Q2: 1,465,975 shares; 2025Q3: 1,378,648 shares; 2025Q4: 1,945,776 shares; 2026Q1: 1,555,452 shares 1,555,452 $36.1M 0.94% -390,324 Timeline FLOT 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: 474,747 shares; 2024Q4: 479,833 shares; 2025Q1: 498,251 shares; 2025Q2: 514,361 shares; 2025Q3: 551,683 shares; 2025Q4: 645,857 shares; 2026Q1: 678,038 shares 678,038 $34.5M 0.9% +32,181 Timeline MINT 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: 274,307 shares; 2024Q4: 279,599 shares; 2025Q1: 283,616 shares; 2025Q2: 290,716 shares; 2025Q3: 306,083 shares; 2025Q4: 317,605 shares; 2026Q1: 332,676 shares 332,676 $33.5M 0.87% +15,071 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656,661 shares; 2024Q4: 640,544 shares; 2025Q1: 641,665 shares; 2025Q2: 642,238 shares; 2025Q3: 638,731 shares; 2025Q4: 636,681 shares; 2026Q1: 630,654 shares 630,654 $32M 0.83% -6,027 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: 119,582 shares; 2024Q4: 113,561 shares; 2025Q1: 109,795 shares; 2025Q2: 107,569 shares; 2025Q3: 106,656 shares; 2025Q4: 104,277 shares; 2026Q1: 105,338 shares 105,338 $31.9M 0.83% +1,061 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,103 shares; 2024Q4: 136,406 shares; 2025Q1: 134,519 shares; 2025Q2: 133,250 shares; 2025Q3: 134,282 shares; 2025Q4: 134,471 shares; 2026Q1: 135,862 shares 135,862 $31.2M 0.81% +1,391 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,405 shares; 2024Q4: 538,537 shares; 2025Q1: 555,087 shares; 2025Q2: 565,858 shares; 2025Q3: 580,194 shares; 2025Q4: 612,783 shares; 2026Q1: 632,675 shares 632,675 $30.7M 0.8% +19,892 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: 3,725 shares; 2024Q4: 5,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391,607 shares 391,607 $29.4M 0.76% 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; 2024Q2: restricted; 2024Q3: 488,858 shares; 2024Q4: 490,299 shares; 2025Q1: 511,698 shares; 2025Q2: 521,902 shares; 2025Q3: 537,335 shares; 2025Q4: 538,231 shares; 2026Q1: 552,366 shares 552,366 $27.7M 0.72% +14,135 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,711 shares; 2024Q4: 101,487 shares; 2025Q1: 101,404 shares; 2025Q2: 101,210 shares; 2025Q3: 100,372 shares; 2025Q4: 101,408 shares; 2026Q1: 102,043 shares 102,043 $27.1M 0.71% +635 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: 307,095 shares; 2024Q4: 298,396 shares; 2025Q1: 294,018 shares; 2025Q2: 289,609 shares; 2025Q3: 286,017 shares; 2025Q4: 281,856 shares; 2026Q1: 279,068 shares 279,068 $26.9M 0.7% -2,788 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: 466,300 shares; 2024Q4: 1,497,843 shares; 2025Q1: 1,134,415 shares; 2025Q2: 982,028 shares; 2025Q3: 954,376 shares; 2025Q4: 1,416,630 shares; 2026Q1: 1,043,918 shares 1,043,918 $26.8M 0.7% -372,712 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: 83,431 shares; 2024Q4: 82,077 shares; 2025Q1: 81,865 shares; 2025Q2: 80,178 shares; 2025Q3: 79,243 shares; 2025Q4: 82,978 shares; 2026Q1: 85,784 shares 85,784 $26.7M 0.69% +2,806 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: 703,928 shares; 2024Q4: 683,671 shares; 2025Q1: 772,400 shares; 2025Q2: 820,468 shares; 2025Q3: 860,262 shares; 2025Q4: 817,906 shares; 2026Q1: 943,250 shares 943,250 $26.5M 0.69% +125,344 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,828 shares; 2024Q4: 168,921 shares; 2025Q1: 167,347 shares; 2025Q2: 165,349 shares; 2025Q3: 165,149 shares; 2025Q4: 165,493 shares; 2026Q1: 167,853 shares 167,853 $26.4M 0.69% +2,360 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: 240,821 shares; 2024Q4: 242,463 shares; 2025Q1: 241,523 shares; 2025Q2: 240,915 shares; 2025Q3: 242,534 shares; 2025Q4: 245,217 shares; 2026Q1: 257,094 shares 257,094 $26.4M 0.69% +11,877 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,953 shares; 2024Q4: 239,323 shares; 2025Q1: 236,338 shares; 2025Q2: 232,208 shares; 2025Q3: 234,300 shares; 2025Q4: 234,701 shares; 2026Q1: 236,684 shares 236,684 $26M 0.67% +1,983 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,904 shares; 2024Q4: 113,777 shares; 2025Q1: 115,637 shares; 2025Q2: 116,302 shares; 2025Q3: 118,960 shares; 2025Q4: 117,491 shares; 2026Q1: 115,851 shares 115,851 $25.1M 0.65% -1,640 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: 172,134 shares; 2024Q4: 173,373 shares; 2025Q1: 174,040 shares; 2025Q2: 177,965 shares; 2025Q3: 184,069 shares; 2025Q4: 183,258 shares; 2026Q1: 190,449 shares 190,449 $24.5M 0.64% +7,191 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,143 shares; 2024Q4: 70,052 shares; 2025Q1: 69,638 shares; 2025Q2: 69,299 shares; 2025Q3: 69,766 shares; 2025Q4: 69,589 shares; 2026Q1: 70,976 shares 70,976 $23.3M 0.61% +1,387 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,591 shares; 2024Q4: 325,959 shares; 2025Q1: 317,461 shares; 2025Q2: 309,474 shares; 2025Q3: 306,225 shares; 2025Q4: 305,210 shares; 2026Q1: 309,728 shares 309,728 $23.3M 0.6% +4,518 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: 200,055 shares; 2024Q4: 187,424 shares; 2025Q1: 184,173 shares; 2025Q2: 187,134 shares; 2025Q3: 184,999 shares; 2025Q4: 187,251 shares; 2026Q1: 199,657 shares 199,657 $23M 0.6% +12,406 Timeline IMTB 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: 428,795 shares; 2024Q4: 435,400 shares; 2025Q1: 452,304 shares; 2025Q2: 457,236 shares; 2025Q3: 471,820 shares; 2025Q4: 499,978 shares; 2026Q1: 516,269 shares 516,269 $22.6M 0.59% +16,291 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: 70,039 shares; 2024Q4: 73,285 shares; 2025Q1: 108,114 shares; 2025Q2: 101,936 shares; 2025Q3: 96,528 shares; 2025Q4: 109,590 shares; 2026Q1: 127,230 shares 127,230 $22.2M 0.58% +17,640 Timeline AGGM 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: 172,390 shares; 2024Q4: 176,681 shares; 2025Q1: 182,656 shares; 2025Q2: 186,809 shares; 2025Q3: 191,932 shares; 2025Q4: 201,384 shares; 2026Q1: 209,614 shares 209,614 $21.8M 0.57% +8,230 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,405 shares; 2024Q4: 143,403 shares; 2025Q1: 138,448 shares; 2025Q2: 132,178 shares; 2025Q3: 126,929 shares; 2025Q4: 121,361 shares; 2026Q1: 118,700 shares 118,700 $21.7M 0.56% -2,661 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,272 shares; 2024Q4: 278,431 shares; 2025Q1: 280,437 shares; 2025Q2: 387,844 shares; 2025Q3: 420,923 shares; 2025Q4: 434,675 shares; 2026Q1: 455,014 shares 455,014 $21.6M 0.56% +20,339 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 14,465 shares; 2025Q1: 14,840 shares; 2025Q2: 224,172 shares; 2025Q3: 226,525 shares; 2025Q4: 227,311 shares; 2026Q1: 230,211 shares 230,211 $21.3M 0.55% +2,900 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,364 shares; 2024Q4: 35,725 shares; 2025Q1: 37,444 shares; 2025Q2: 39,993 shares; 2025Q3: 39,366 shares; 2025Q4: 40,322 shares; 2026Q1: 42,389 shares 42,389 $20.8M 0.54% +2,067 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 717 shares; 2025Q1: 783 shares; 2025Q2: 26,409 shares; 2025Q3: 39,686 shares; 2025Q4: 41,832 shares; 2026Q1: 44,722 shares 44,722 $20.6M 0.54% +2,890 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: 28,234 shares; 2024Q4: 29,350 shares; 2025Q1: 29,452 shares; 2025Q2: 32,559 shares; 2025Q3: 45,720 shares; 2025Q4: 56,111 shares; 2026Q1: 69,974 shares 69,974 $20.1M 0.52% +13,863 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; 2024Q2: restricted; 2024Q3: 94,992 shares; 2024Q4: 96,775 shares; 2025Q1: 102,476 shares; 2025Q2: 104,834 shares; 2025Q3: 106,503 shares; 2025Q4: 98,065 shares; 2026Q1: 113,264 shares 113,264 $19.5M 0.51% +15,199 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,821 shares; 2024Q4: 411,706 shares; 2025Q1: 413,353 shares; 2025Q2: 400,492 shares; 2025Q3: 390,027 shares; 2025Q4: 386,790 shares; 2026Q1: 374,049 shares 374,049 $15.9M 0.41% -12,741 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: 20,488 shares; 2024Q4: 21,311 shares; 2025Q1: 21,757 shares; 2025Q2: 23,471 shares; 2025Q3: 25,545 shares; 2025Q4: 23,748 shares; 2026Q1: 23,789 shares 23,789 $15.5M 0.4% +41 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: 16,971 shares; 2024Q4: 16,303 shares; 2025Q1: 19,764 shares; 2025Q2: 17,771 shares; 2025Q3: 18,859 shares; 2025Q4: 21,024 shares; 2026Q1: 26,563 shares 26,563 $15.3M 0.4% +5,539 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: 233,167 shares; 2024Q4: 235,953 shares; 2025Q1: 242,091 shares; 2025Q2: 247,122 shares; 2025Q3: 253,042 shares; 2025Q4: 265,622 shares; 2026Q1: 276,626 shares 276,626 $14.2M 0.37% +11,004 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,299 shares; 2024Q4: 47,670 shares; 2025Q1: 47,945 shares; 2025Q2: 46,680 shares; 2025Q3: 45,700 shares; 2025Q4: 44,546 shares; 2026Q1: 44,178 shares 44,178 $13.2M 0.34% -368 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,107 shares; 2024Q4: 228,287 shares; 2025Q1: 224,545 shares; 2025Q2: 228,361 shares; 2025Q3: 231,712 shares; 2025Q4: 237,071 shares; 2026Q1: 236,414 shares 236,414 $12.4M 0.32% -657 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,844 shares; 2024Q4: 125,086 shares; 2025Q1: 128,086 shares; 2025Q2: 131,805 shares; 2025Q3: 135,612 shares; 2025Q4: 103,874 shares; 2026Q1: 100,293 shares 100,293 $11.9M 0.31% -3,581 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,348 shares; 2024Q4: 312,153 shares; 2025Q1: 309,034 shares; 2025Q2: 324,885 shares; 2025Q3: 330,688 shares; 2025Q4: 331,812 shares; 2026Q1: 329,246 shares 329,246 $11.8M 0.31% -2,566 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: 16,820 shares; 2024Q4: 16,397 shares; 2025Q1: 16,336 shares; 2025Q2: 16,972 shares; 2025Q3: 17,326 shares; 2025Q4: 17,210 shares; 2026Q1: 17,233 shares 17,233 $10.4M 0.27% +23 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: 18,847 shares; 2024Q4: 19,080 shares; 2025Q1: 28,569 shares; 2025Q2: 24,973 shares; 2025Q3: 25,492 shares; 2025Q4: 35,026 shares; 2026Q1: 33,629 shares 33,629 $10.4M 0.27% -1,397 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: 12,597 shares; 2024Q4: 21,933 shares; 2025Q1: 23,276 shares; 2025Q2: 23,209 shares; 2025Q3: 23,245 shares; 2025Q4: 23,192 shares; 2026Q1: 24,601 shares 24,601 $9.15M 0.24% +1,409 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,706 shares; 2024Q4: 41,016 shares; 2025Q1: 41,367 shares; 2025Q2: 39,739 shares; 2025Q3: 39,296 shares; 2025Q4: 38,708 shares; 2026Q1: 38,564 shares 38,564 $9.11M 0.24% -144 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,868 shares; 2024Q4: 93,677 shares; 2025Q1: 92,547 shares; 2025Q2: 94,872 shares; 2025Q3: 98,988 shares; 2025Q4: 104,023 shares; 2026Q1: 98,463 shares 98,463 $9.09M 0.24% -5,560 Timeline SUSB 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: 325,644 shares; 2024Q4: 334,971 shares; 2025Q1: 333,853 shares; 2025Q2: 341,472 shares; 2025Q3: 344,840 shares; 2025Q4: 355,309 shares; 2026Q1: 360,999 shares 360,999 $9.05M 0.24% +5,690 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: 3,098 shares; 2024Q4: 3,742 shares; 2025Q1: 11,270 shares; 2025Q2: 10,775 shares; 2025Q3: 12,463 shares; 2025Q4: 12,266 shares; 2026Q1: 14,848 shares 14,848 $8.87M 0.23% +2,582 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: 55,058 shares; 2024Q4: 55,857 shares; 2025Q1: 53,364 shares; 2025Q2: 53,569 shares; 2025Q3: 54,522 shares; 2025Q4: 55,907 shares; 2026Q1: 58,062 shares 58,062 $8.39M 0.22% +2,155 Timeline IXP 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: 86,075 shares; 2024Q4: 84,258 shares; 2025Q1: 80,916 shares; 2025Q2: 80,951 shares; 2025Q3: 79,706 shares; 2025Q4: 72,958 shares; 2026Q1: 72,847 shares 72,847 $8.37M 0.22% -111 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: 5,569 shares; 2024Q4: 6,765 shares; 2025Q1: 7,129 shares; 2025Q2: 6,942 shares; 2025Q3: 7,373 shares; 2025Q4: 12,946 shares; 2026Q1: 14,581 shares 14,581 $8.34M 0.22% +1,635 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: 98,413 shares; 2024Q4: 327,094 shares; 2025Q1: 272,995 shares; 2025Q2: 268,527 shares; 2025Q3: 251,035 shares; 2025Q4: 402,252 shares; 2026Q1: 326,964 shares 326,964 $8.21M 0.21% -75,288 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: 100,589 shares; 2024Q4: 101,456 shares; 2025Q1: 99,217 shares; 2025Q2: 100,372 shares; 2025Q3: 99,977 shares; 2025Q4: 100,627 shares; 2026Q1: 102,292 shares 102,292 $7.78M 0.2% +1,665 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,574 shares; 2024Q4: 112,096 shares; 2025Q1: 120,340 shares; 2025Q2: 122,952 shares; 2025Q3: 130,128 shares; 2025Q4: 135,886 shares; 2026Q1: 143,443 shares 143,443 $7.63M 0.2% +7,557 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: 32,616 shares; 2024Q4: 32,267 shares; 2025Q1: 32,408 shares; 2025Q2: 33,933 shares; 2025Q3: 34,045 shares; 2025Q4: 34,761 shares; 2026Q1: 35,776 shares 35,776 $7.4M 0.19% +1,015 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 26,577 shares; 2025Q4: 18,551 shares; 2026Q1: 18,040 shares 18,040 $7.15M 0.19% -511 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 122,372 shares; 2026Q1: 125,462 shares 125,462 $7.15M 0.19% +3,090 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: 47,182 shares; 2024Q4: 3,379 shares; 2025Q1: 51,830 shares; 2025Q2: 28,987 shares; 2025Q3: 17,275 shares; 2025Q4: 29,439 shares; 2026Q1: 44,642 shares 44,642 $6.53M 0.17% +15,203 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: 38,551 shares; 2024Q4: 38,198 shares; 2025Q1: 36,663 shares; 2025Q2: 38,661 shares; 2025Q3: 39,346 shares; 2025Q4: 39,200 shares; 2026Q1: 40,147 shares 40,147 $6.23M 0.16% +947 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: 6,130 shares; 2024Q4: 13,622 shares; 2025Q1: 13,075 shares; 2025Q2: 13,909 shares; 2025Q3: 27,062 shares; 2025Q4: 33,708 shares; 2026Q1: 35,859 shares 35,859 $6.08M 0.16% +2,151 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,250 shares; 2024Q4: 29,802 shares; 2025Q1: 30,381 shares; 2025Q2: 31,257 shares; 2025Q3: 43,619 shares; 2025Q4: 44,350 shares; 2026Q1: 45,006 shares 45,006 $5.95M 0.15% +656 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: 139,314 shares; 2024Q4: 290,910 shares; 2025Q1: 250,811 shares; 2025Q2: 236,930 shares; 2025Q3: 233,172 shares; 2025Q4: 248,765 shares; 2026Q1: 239,385 shares 239,385 $5.92M 0.15% -9,380 Timeline RSPT 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: 264,540 shares; 2024Q4: 239,355 shares; 2025Q1: 236,731 shares; 2025Q2: 158,460 shares; 2025Q3: 138,546 shares; 2025Q4: 133,835 shares; 2026Q1: 130,356 shares 130,356 $5.9M 0.15% -3,479 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,881 shares; 2025Q1: 16,150 shares; 2025Q2: 17,081 shares; 2025Q3: 16,439 shares; 2025Q4: 16,382 shares; 2026Q1: 15,971 shares 15,971 $5.69M 0.15% -411 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: 29,897 shares; 2024Q4: 29,503 shares; 2025Q1: 30,781 shares; 2025Q2: 28,489 shares; 2025Q3: 27,166 shares; 2025Q4: 27,721 shares; 2026Q1: 28,556 shares 28,556 $5.6M 0.15% +835 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: 26,996 shares; 2024Q4: 80,211 shares; 2025Q1: 71,808 shares; 2025Q2: 88,693 shares; 2025Q3: 92,146 shares; 2025Q4: 204,672 shares; 2026Q1: 180,916 shares 180,916 $5.6M 0.15% -23,756 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,816 shares; 2024Q4: 50,435 shares; 2025Q1: 50,383 shares; 2025Q2: 50,812 shares; 2025Q3: 50,749 shares; 2025Q4: 45,223 shares; 2026Q1: 56,555 shares 56,555 $5.46M 0.14% +11,332 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: 17,677 shares; 2024Q4: 18,045 shares; 2025Q1: 18,298 shares; 2025Q2: 18,526 shares; 2025Q3: 19,512 shares; 2025Q4: 19,358 shares; 2026Q1: 19,363 shares 19,363 $5.27M 0.14% +5 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,253 shares; 2025Q2: 13,236 shares; 2025Q3: 13,236 shares; 2025Q4: 13,315 shares; 2026Q1: 13,698 shares 13,698 $5.25M 0.14% +383 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,228 shares; 2024Q4: 62,102 shares; 2025Q1: 63,140 shares; 2025Q2: 61,718 shares; 2025Q3: 62,152 shares; 2025Q4: 64,396 shares; 2026Q1: 63,960 shares 63,960 $5.24M 0.14% -436 Timeline EMNT 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: 48,957 shares; 2024Q4: 50,317 shares; 2025Q1: 51,199 shares; 2025Q2: 43,971 shares; 2025Q3: 44,702 shares; 2025Q4: 47,503 shares; 2026Q1: 48,147 shares 48,147 $4.76M 0.12% +644 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,899 shares; 2026Q1: 13,899 shares 13,899 $4.57M 0.12% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602,701 shares; 2024Q4: 1,608,497 shares; 2025Q1: 1,600,722 shares; 2025Q2: 180,078 shares; 2025Q3: 164,394 shares; 2025Q4: 154,065 shares; 2026Q1: 147,346 shares 147,346 $4.43M 0.12% -6,719 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: 16,830 shares; 2024Q4: 14,306 shares; 2025Q1: 13,712 shares; 2025Q2: 12,741 shares; 2025Q3: 13,560 shares; 2025Q4: 13,552 shares; 2026Q1: 44,815 shares 44,815 $4.21M 0.11% +31,263 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: 67,054 shares; 2024Q4: 128,505 shares; 2025Q1: 125,994 shares; 2025Q2: 121,574 shares; 2025Q3: 125,709 shares; 2025Q4: 123,600 shares; 2026Q1: 144,012 shares 144,012 $4.19M 0.11% +20,412 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: 116,178 shares; 2024Q4: 116,139 shares; 2025Q1: 110,749 shares; 2025Q2: 101,543 shares; 2025Q3: 104,582 shares; 2025Q4: 106,569 shares; 2026Q1: 103,570 shares 103,570 $3.41M 0.09% -2,999 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: 24,867 shares; 2024Q4: 25,910 shares; 2025Q1: 25,685 shares; 2025Q2: 28,873 shares; 2025Q3: 29,891 shares; 2025Q4: 30,411 shares; 2026Q1: 33,930 shares 33,930 $3.01M 0.08% +3,519 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: 1,083 shares; 2024Q4: 1,289 shares; 2025Q1: 1,285 shares; 2025Q2: 1,409 shares; 2025Q3: 1,696 shares; 2025Q4: 30,390 shares; 2026Q1: 30,418 shares 30,418 $2.92M 0.08% +28 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,511 shares; 2025Q3: 3,892 shares; 2025Q4: 3,575 shares; 2026Q1: 13,511 shares 13,511 $2.89M 0.07% +9,936 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: 11,680 shares; 2024Q4: 12,327 shares; 2025Q1: 12,621 shares; 2025Q2: 11,694 shares; 2025Q3: 11,956 shares; 2025Q4: 13,479 shares; 2026Q1: 14,115 shares 14,115 $2.87M 0.07% +636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,816 shares; 2025Q3: 7,123 shares; 2025Q4: 27,547 shares; 2026Q1: 28,336 shares 28,336 $2.79M 0.07% +789 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,355 shares; 2024Q4: 163,363 shares; 2025Q1: 174,923 shares; 2025Q2: 182,777 shares; 2025Q3: 190,417 shares; 2025Q4: 21,281 shares; 2026Q1: 14,685 shares 14,685 $2.78M 0.07% -6,596 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: 2,596 shares; 2024Q4: 3,199 shares; 2025Q1: 3,438 shares; 2025Q2: 2,500 shares; 2025Q3: 4,393 shares; 2025Q4: 3,484 shares; 2026Q1: 14,256 shares 14,256 $2.74M 0.07% +10,772 Timeline IYZ 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: 77,573 shares; 2024Q4: 75,221 shares; 2025Q1: 73,306 shares; 2025Q2: 71,628 shares; 2025Q3: 71,223 shares; 2025Q4: 71,298 shares; 2026Q1: 69,088 shares 69,088 $2.72M 0.07% -2,210 Timeline SPAB 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: 136,099 shares; 2024Q4: 150,253 shares; 2025Q1: 122,898 shares; 2025Q2: 121,291 shares; 2025Q3: 108,309 shares; 2025Q4: 121,396 shares; 2026Q1: 105,494 shares 105,494 $2.7M 0.07% -15,902 Timeline CMF 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: 14,310 shares; 2024Q4: 17,501 shares; 2025Q1: 18,500 shares; 2025Q2: 17,901 shares; 2025Q3: 22,654 shares; 2025Q4: 43,565 shares; 2026Q1: 45,483 shares 45,483 $2.59M 0.07% +1,918 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,361 shares; 2025Q1: 8,453 shares; 2025Q2: 12,883 shares; 2025Q3: 14,488 shares; 2025Q4: 22,913 shares; 2026Q1: 23,425 shares 23,425 $2.49M 0.06% +512 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: 6,133 shares; 2024Q4: 6,526 shares; 2025Q1: 6,110 shares; 2025Q2: 6,196 shares; 2025Q3: 6,424 shares; 2025Q4: 7,165 shares; 2026Q1: 7,078 shares 7,078 $2.42M 0.06% -87 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: 67,309 shares; 2024Q4: 67,752 shares; 2025Q1: 67,007 shares; 2025Q2: 68,598 shares; 2025Q3: 72,466 shares; 2025Q4: 73,992 shares; 2026Q1: 79,356 shares 79,356 $2.41M 0.06% +5,364 Timeline BKLN 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: 111,827 shares; 2024Q4: 115,472 shares; 2025Q1: 115,647 shares; 2025Q2: 122,333 shares; 2025Q3: 122,326 shares; 2025Q4: 121,483 shares; 2026Q1: 117,498 shares 117,498 $2.4M 0.06% -3,985 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 14,165 shares; 2025Q1: 14,120 shares; 2025Q2: 14,192 shares; 2025Q3: 14,115 shares; 2025Q4: 13,889 shares; 2026Q1: 13,958 shares 13,958 $2.36M 0.06% +69 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,836 shares; 2025Q1: 6,589 shares; 2025Q2: 6,547 shares; 2025Q3: 6,505 shares; 2025Q4: 6,338 shares; 2026Q1: 6,528 shares 6,528 $2.34M 0.06% +190 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: 3,243 shares; 2024Q4: 2,648 shares; 2025Q1: 3,718 shares; 2025Q2: 3,084 shares; 2025Q3: 2,472 shares; 2025Q4: 7,204 shares; 2026Q1: 7,203 shares 7,203 $2.31M 0.06% -1 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,655 shares; 2026Q1: 18,586 shares 18,586 $2.28M 0.06% -69 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 10,996 shares; 2025Q1: 12,974 shares; 2025Q2: 12,554 shares; 2025Q3: 14,193 shares; 2025Q4: 16,578 shares; 2026Q1: 19,900 shares 19,900 $2.2M 0.06% +3,322 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: 6,241 shares; 2024Q4: 6,536 shares; 2025Q1: 5,914 shares; 2025Q2: 5,687 shares; 2025Q3: 6,312 shares; 2025Q4: 13,715 shares; 2026Q1: 14,549 shares 14,549 $2.14M 0.06% +834 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 26,830 shares; 2025Q4: 26,830 shares; 2026Q1: 26,460 shares 26,460 $2.09M 0.05% -370 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,400 shares; 2026Q1: 24,400 shares 24,400 $2.08M 0.05% 0 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: 2,918 shares; 2024Q4: 2,897 shares; 2025Q1: 3,097 shares; 2025Q2: 2,940 shares; 2025Q3: 2,673 shares; 2025Q4: 6,643 shares; 2026Q1: 9,573 shares 9,573 $2.06M 0.05% +2,930 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: 13,234 shares; 2024Q4: 50,946 shares; 2025Q1: 49,287 shares; 2025Q2: 47,452 shares; 2025Q3: 47,100 shares; 2025Q4: 61,483 shares; 2026Q1: 68,570 shares 68,570 $2M 0.05% +7,087 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: 2,299 shares; 2024Q4: 3,720 shares; 2025Q1: 3,751 shares; 2025Q2: 3,437 shares; 2025Q3: 6,926 shares; 2025Q4: 6,730 shares; 2026Q1: 8,015 shares 8,015 $1.94M 0.05% +1,285 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,896 shares; 2024Q4: 33,652 shares; 2025Q1: 33,484 shares; 2025Q2: 33,225 shares; 2025Q3: 33,147 shares; 2025Q4: 33,801 shares; 2026Q1: 35,247 shares 35,247 $1.88M 0.05% +1,446 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: 6,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,619 shares; 2025Q3: 25,643 shares; 2025Q4: 28,515 shares; 2026Q1: 29,110 shares 29,110 $1.87M 0.05% +595 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,092 shares; 2024Q4: 31,092 shares; 2025Q1: 29,139 shares; 2025Q2: 30,279 shares; 2025Q3: 30,207 shares; 2025Q4: 31,456 shares; 2026Q1: 30,699 shares 30,699 $1.83M 0.05% -757 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: not reported; 2024Q4: 853 shares; 2025Q1: 898 shares; 2025Q2: 912 shares; 2025Q3: 1,813 shares; 2025Q4: 1,733 shares; 2026Q1: 2,013 shares 2,013 $1.7M 0.04% +280 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: 13,477 shares; 2024Q4: 8,385 shares; 2025Q1: 10,003 shares; 2025Q2: 9,567 shares; 2025Q3: 12,221 shares; 2025Q4: 27,346 shares; 2026Q1: 21,822 shares 21,822 $1.69M 0.04% -5,524 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,143 shares; 2024Q4: 41,105 shares; 2025Q1: 43,214 shares; 2025Q2: 39,063 shares; 2025Q3: 34,841 shares; 2025Q4: 30,950 shares; 2026Q1: 32,686 shares 32,686 $1.65M 0.04% +1,736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $1.55M 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,898 shares; 2024Q4: 196,143 shares; 2025Q1: 244,604 shares; 2025Q2: 45,050 shares; 2025Q3: 41,840 shares; 2025Q4: 40,183 shares; 2026Q1: 41,068 shares 41,068 $1.51M 0.04% +885 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: 4,616 shares; 2024Q4: 4,395 shares; 2025Q1: 4,293 shares; 2025Q2: 4,505 shares; 2025Q3: 4,417 shares; 2025Q4: 4,272 shares; 2026Q1: 4,382 shares 4,382 $1.44M 0.04% +110 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 2 shares 2 $1.44M 0.04% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 15,032 shares; 2025Q1: 13,279 shares; 2025Q2: 22,243 shares; 2025Q3: 25,412 shares; 2025Q4: 29,452 shares; 2026Q1: 30,017 shares 30,017 $1.32M 0.03% +565 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: 2,762 shares; 2024Q4: 3,572 shares; 2025Q1: 4,461 shares; 2025Q2: 4,237 shares; 2025Q3: 4,102 shares; 2025Q4: 13,461 shares; 2026Q1: 13,709 shares 13,709 $1.27M 0.03% +248 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,092 shares; 2025Q1: 3,184 shares; 2025Q2: 2,916 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares; 2026Q1: 2,895 shares 2,895 $1.23M 0.03% +6 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: 1,245 shares; 2025Q1: 1,248 shares; 2025Q2: 1,314 shares; 2025Q3: 1,229 shares; 2025Q4: 1,253 shares; 2026Q1: 1,246 shares 1,246 $1.2M 0.03% -7 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: 3,369 shares; 2024Q4: 2,666 shares; 2025Q1: 2,093 shares; 2025Q2: 2,173 shares; 2025Q3: 2,261 shares; 2025Q4: 2,332 shares; 2026Q1: 5,478 shares 5,478 $1.19M 0.03% +3,146 Timeline STPZ 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: 17,171 shares; 2024Q4: 18,801 shares; 2025Q1: 23,724 shares; 2025Q2: 24,255 shares; 2025Q3: 29,059 shares; 2025Q4: 19,825 shares; 2026Q1: 21,548 shares 21,548 $1.17M 0.03% +1,723 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: 9,866 shares; 2024Q4: 8,105 shares; 2025Q1: 8,154 shares; 2025Q2: 8,203 shares; 2025Q3: 8,203 shares; 2025Q4: 8,043 shares; 2026Q1: 8,439 shares 8,439 $1.15M 0.03% +396 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: 2,365 shares; 2024Q4: 2,618 shares; 2025Q1: 4,611 shares; 2025Q2: 4,760 shares; 2025Q3: 4,742 shares; 2025Q4: 5,494 shares; 2026Q1: 5,751 shares 5,751 $1.11M 0.03% +257 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: 4,032 shares; 2024Q4: 4,203 shares; 2025Q1: 5,486 shares; 2025Q2: 5,625 shares; 2025Q3: 7,038 shares; 2025Q4: 6,760 shares; 2026Q1: 6,564 shares 6,564 $1.08M 0.03% -196 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: 11,444 shares; 2024Q4: 15,366 shares; 2025Q1: 13,866 shares; 2025Q2: 15,652 shares; 2025Q3: 13,882 shares; 2025Q4: 12,516 shares; 2026Q1: 20,435 shares 20,435 $996K 0.03% +7,919 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,506 shares; 2024Q4: 94,506 shares; 2025Q1: 94,506 shares; 2025Q2: 94,506 shares; 2025Q3: 100,506 shares; 2025Q4: 94,506 shares; 2026Q1: 94,506 shares 94,506 $993K 0.03% 0 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: 854 shares; 2024Q4: 741 shares; 2025Q1: 1,194 shares; 2025Q2: 1,267 shares; 2025Q3: 1,254 shares; 2025Q4: 1,177 shares; 2026Q1: 1,326 shares 1,326 $939K 0.02% +149 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: 2,367 shares; 2024Q4: 4,883 shares; 2025Q1: 4,942 shares; 2025Q2: 4,886 shares; 2025Q3: 6,068 shares; 2025Q4: 9,264 shares; 2026Q1: 9,992 shares 9,992 $895K 0.02% +728 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: 4,813 shares; 2024Q4: 8,931 shares; 2025Q1: 4,786 shares; 2025Q2: 4,291 shares; 2025Q3: 4,904 shares; 2025Q4: 4,711 shares; 2026Q1: 10,913 shares 10,913 $869K 0.02% +6,202 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 2,092 shares; 2026Q1: 6,447 shares 6,447 $821K 0.02% +4,355 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 32,359 shares; 2025Q1: 35,256 shares; 2025Q2: 35,256 shares; 2025Q3: 58,868 shares; 2025Q4: 30,116 shares; 2026Q1: 33,816 shares 33,816 $807K 0.02% +3,700 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: 3,401 shares; 2024Q4: 5,023 shares; 2025Q1: 5,019 shares; 2025Q2: 4,698 shares; 2025Q3: 6,785 shares; 2025Q4: 5,105 shares; 2026Q1: 5,393 shares 5,393 $799K 0.02% +288 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: 3,240 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,248 shares; 2025Q3: 3,249 shares; 2025Q4: 3,245 shares; 2026Q1: 3,259 shares 3,259 $796K 0.02% +14 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,000 shares; 2026Q1: 108,000 shares 108,000 $786K 0.02% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 4,095 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 8,434 shares 8,434 $773K 0.02% +4,724 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: 3,846 shares; 2024Q4: 3,856 shares; 2025Q1: 3,510 shares; 2025Q2: 3,398 shares; 2025Q3: 3,515 shares; 2025Q4: 3,462 shares; 2026Q1: 3,830 shares 3,830 $762K 0.02% +368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,332 shares; 2026Q1: 6,397 shares 6,397 $759K 0.02% +1,065 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 2,320 shares 2,320 $756K 0.02% +1,607 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: 1,687 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,742 shares; 2025Q3: 1,724 shares; 2025Q4: 1,723 shares; 2026Q1: 2,587 shares 2,587 $755K 0.02% +864 Timeline CPRT COPART INC More: the full row for COPART 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: 22,676 shares 22,676 $753K 0.02% new Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,292 shares; 2024Q4: 30,460 shares; 2025Q1: 30,555 shares; 2025Q2: 30,691 shares; 2025Q3: 30,825 shares; 2025Q4: 30,994 shares; 2026Q1: 31,069 shares 31,069 $751K 0.02% +75 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 1,729 shares 1,729 $748K 0.02% +30 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,322 shares; 2025Q1: 10,322 shares; 2025Q2: 10,322 shares; 2025Q3: 10,332 shares; 2025Q4: 10,389 shares; 2026Q1: 10,420 shares 10,420 $747K 0.02% +31 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: 209,406 shares; 2024Q4: 211,910 shares; 2025Q1: 220,455 shares; 2025Q2: 49,988 shares; 2025Q3: 6,123 shares; 2025Q4: 4,334 shares; 2026Q1: 6,187 shares 6,187 $744K 0.02% +1,853 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 5,440 shares; 2025Q4: 9,970 shares; 2026Q1: 9,542 shares 9,542 $736K 0.02% -428 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $719K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,744 shares 2,744 $714K 0.02% new 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: 9,189 shares; 2024Q4: 8,827 shares; 2025Q1: 9,091 shares; 2025Q2: 9,634 shares; 2025Q3: 6,975 shares; 2025Q4: 5,865 shares; 2026Q1: 5,822 shares 5,822 $706K 0.02% -43 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,529 shares; 2025Q1: 3,277 shares; 2025Q2: 1,553 shares; 2025Q3: 1,642 shares; 2025Q4: 1,538 shares; 2026Q1: 1,552 shares 1,552 $693K 0.02% +14 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,772 shares; 2024Q4: 26,005 shares; 2025Q1: 24,726 shares; 2025Q2: 23,909 shares; 2025Q3: 23,755 shares; 2025Q4: 23,175 shares; 2026Q1: 22,412 shares 22,412 $684K 0.02% -763 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: 5,301 shares; 2024Q4: 7,423 shares; 2025Q1: 7,076 shares; 2025Q2: 7,158 shares; 2025Q3: 7,308 shares; 2025Q4: 7,103 shares; 2026Q1: 7,079 shares 7,079 $683K 0.02% -24 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: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 2,756 shares; 2026Q1: 5,093 shares 5,093 $677K 0.02% +2,337 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,919 shares; 2025Q1: 3,199 shares; 2025Q2: 3,316 shares; 2025Q3: 3,492 shares; 2025Q4: 3,096 shares; 2026Q1: 4,697 shares 4,697 $655K 0.02% +1,601 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: 5,111 shares; 2024Q4: 4,196 shares; 2025Q1: 3,896 shares; 2025Q2: 3,896 shares; 2025Q3: 4,878 shares; 2025Q4: 4,878 shares; 2026Q1: 4,791 shares 4,791 $650K 0.02% -87 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: 11,445 shares; 2024Q4: 11,727 shares; 2025Q1: 12,828 shares; 2025Q2: 13,967 shares; 2025Q3: 8,254 shares; 2025Q4: 8,147 shares; 2026Q1: 7,180 shares 7,180 $650K 0.02% -967 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: 10,902 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,659 shares; 2025Q3: 19,514 shares; 2025Q4: 17,302 shares; 2026Q1: 22,129 shares 22,129 $642K 0.02% +4,827 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: 17,656 shares; 2024Q4: 16,513 shares; 2025Q1: 16,194 shares; 2025Q2: 16,194 shares; 2025Q3: 17,196 shares; 2025Q4: 16,194 shares; 2026Q1: 16,194 shares 16,194 $629K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,976 shares; 2025Q1: 4,985 shares; 2025Q2: 4,247 shares; 2025Q3: 4,347 shares; 2025Q4: 4,444 shares; 2026Q1: 4,788 shares 4,788 $627K 0.02% +344 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,547 shares; 2025Q4: 5,678 shares; 2026Q1: 5,503 shares 5,503 $618K 0.02% -175 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: 2,919 shares; 2024Q4: 9,354 shares; 2025Q1: 16,968 shares; 2025Q2: 19,552 shares; 2025Q3: 12,677 shares; 2025Q4: 19,392 shares; 2026Q1: 21,872 shares 21,872 $609K 0.02% +2,480 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 2,048 shares 2,048 $605K 0.02% +16 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,735 shares; 2024Q4: 15,735 shares; 2025Q1: 12,660 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,414 shares; 2026Q1: 13,414 shares 13,414 $604K 0.02% 0 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: 701 shares; 2024Q4: 701 shares; 2025Q1: 803 shares; 2025Q2: 730 shares; 2025Q3: 957 shares; 2025Q4: 742 shares; 2026Q1: 1,106 shares 1,106 $595K 0.02% +364 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 6,778 shares 6,778 $587K 0.02% +407 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,640 shares; 2026Q1: 2,057 shares 2,057 $584K 0.02% +417 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,092 shares; 2025Q1: 1,037 shares; 2025Q2: 1,038 shares; 2025Q3: 1,039 shares; 2025Q4: 1,451 shares; 2026Q1: 1,851 shares 1,851 $581K 0.02% +400 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: 5,083 shares; 2024Q4: 5,111 shares; 2025Q1: 5,127 shares; 2025Q2: 5,245 shares; 2025Q3: 5,127 shares; 2025Q4: 4,148 shares; 2026Q1: 4,375 shares 4,375 $578K 0.01% +227 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,053 shares; 2024Q4: 57,048 shares; 2025Q1: 57,048 shares; 2025Q2: 57,048 shares; 2025Q3: 57,708 shares; 2025Q4: 44,865 shares; 2026Q1: 53,465 shares 53,465 $556K 0.01% +8,600 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,180 shares; 2025Q1: 9,815 shares; 2025Q2: 9,549 shares; 2025Q3: 7,521 shares; 2025Q4: 7,355 shares; 2026Q1: 7,283 shares 7,283 $541K 0.01% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,092 shares; 2025Q3: 6,103 shares; 2025Q4: 6,453 shares; 2026Q1: 8,119 shares 8,119 $536K 0.01% +1,666 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 3,282 shares; 2026Q1: 5,186 shares 5,186 $530K 0.01% +1,904 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: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,364 shares; 2025Q2: 1,957 shares; 2025Q3: 1,364 shares; 2025Q4: 1,393 shares; 2026Q1: 1,493 shares 1,493 $525K 0.01% +100 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: 1,497 shares; 2024Q4: 1,498 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,498 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127 $522K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 10,066 shares; 2025Q1: 9,594 shares; 2025Q2: 9,661 shares; 2025Q3: 9,524 shares; 2025Q4: 9,831 shares; 2026Q1: 10,337 shares 10,337 $510K 0.01% +506 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,893 shares; 2025Q1: 7,801 shares; 2025Q2: 7,723 shares; 2025Q3: 6,317 shares; 2025Q4: 6,217 shares; 2026Q1: 6,345 shares 6,345 $508K 0.01% +128 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,213 shares; 2025Q1: 3,257 shares; 2025Q2: 3,298 shares; 2025Q3: 3,341 shares; 2025Q4: 3,789 shares; 2026Q1: 3,526 shares 3,526 $499K 0.01% -263 Timeline DXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $493K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 563 shares 563 $492K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 3,788 shares; 2025Q1: 3,676 shares; 2025Q2: 3,551 shares; 2025Q3: 3,555 shares; 2025Q4: 3,601 shares; 2026Q1: 3,694 shares 3,694 $488K 0.01% +93 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,819 shares 4,819 $485K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,985 shares; 2025Q3: 10,911 shares; 2025Q4: 10,583 shares; 2026Q1: 10,291 shares 10,291 $483K 0.01% -292 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $479K 0.01% 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; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 2,552 shares; 2025Q1: 2,247 shares; 2025Q2: 2,262 shares; 2025Q3: 2,410 shares; 2025Q4: 1,939 shares; 2026Q1: 2,113 shares 2,113 $478K 0.01% +174 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,659 shares; 2025Q1: 1,719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 1,398 shares 1,398 $472K 0.01% +652 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 218 shares; 2026Q1: 317 shares 317 $467K 0.01% +99 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: not reported; 2024Q4: 771 shares; 2025Q1: 741 shares; 2025Q2: 682 shares; 2025Q3: 798 shares; 2025Q4: 951 shares; 2026Q1: 658 shares 658 $459K 0.01% -293 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: 6,717 shares; 2024Q4: 6,689 shares; 2025Q1: 6,724 shares; 2025Q2: 6,648 shares; 2025Q3: 7,326 shares; 2025Q4: 5,975 shares; 2026Q1: 6,501 shares 6,501 $456K 0.01% +526 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,956 shares 5,956 $456K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 781 shares; 2025Q2: 785 shares; 2025Q3: 797 shares; 2025Q4: 774 shares; 2026Q1: 797 shares 797 $448K 0.01% +23 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 10,090 shares; 2025Q4: 18,900 shares; 2026Q1: 18,742 shares 18,742 $446K 0.01% -158 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,522 shares; 2025Q1: 10,736 shares; 2025Q2: 8,841 shares; 2025Q3: 8,578 shares; 2025Q4: 7,451 shares; 2026Q1: 7,293 shares 7,293 $432K 0.01% -158 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,865 shares; 2025Q1: 4,010 shares; 2025Q2: 4,106 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 4,601 shares 4,601 $427K 0.01% +827 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares 1,754 $421K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,417 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares 7,600 $411K 0.01% new Timeline XT 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: 10,102 shares; 2024Q4: 10,010 shares; 2025Q1: 9,959 shares; 2025Q2: 9,498 shares; 2025Q3: 8,188 shares; 2025Q4: 7,765 shares; 2026Q1: 5,998 shares 5,998 $409K 0.01% -1,767 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: 3,559 shares; 2025Q4: 3,401 shares; 2026Q1: 4,078 shares 4,078 $407K 0.01% +677 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 1,173 shares; 2025Q4: 1,200 shares; 2026Q1: 1,456 shares 1,456 $406K 0.01% +256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,112 shares; 2025Q4: 942 shares; 2026Q1: 933 shares 933 $401K 0.01% -9 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO 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: not reported; 2025Q3: not reported; 2025Q4: 27,135 shares; 2026Q1: 26,819 shares 26,819 $401K 0.01% -316 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 3,464 shares; 2025Q2: 2,115 shares; 2025Q3: 1,866 shares; 2025Q4: 1,898 shares; 2026Q1: 1,942 shares 1,942 $395K 0.01% +44 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 9,706 shares; 2025Q1: 9,706 shares; 2025Q2: 9,706 shares; 2025Q3: 9,706 shares; 2025Q4: 9,785 shares; 2026Q1: 9,706 shares 9,706 $393K 0.01% -79 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 5,000 shares; 2025Q1: 4,836 shares; 2025Q2: 4,719 shares; 2025Q3: 5,070 shares; 2025Q4: 5,531 shares; 2026Q1: 5,634 shares 5,634 $390K 0.01% +103 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,216 shares; 2026Q1: 7,366 shares 7,366 $389K 0.01% +150 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,282 shares; 2025Q1: 1,033 shares; 2025Q2: 1,010 shares; 2025Q3: not reported; 2025Q4: 2,455 shares; 2026Q1: 2,224 shares 2,224 $386K 0.01% -231 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,272 shares; 2026Q1: 1,355 shares 1,355 $383K 0.01% +83 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,240 shares 7,240 $377K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares; 2025Q4: 9,483 shares; 2026Q1: 5,092 shares 5,092 $375K 0.01% -4,391 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,458 shares; 2024Q4: 63,634 shares; 2025Q1: 65,636 shares; 2025Q2: 5,238 shares; 2025Q3: 4,179 shares; 2025Q4: 4,093 shares; 2026Q1: 3,657 shares 3,657 $368K 0.01% -436 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 6,646 shares; 2026Q1: 6,463 shares 6,463 $366K 0.01% -183 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,814 shares; 2026Q1: 3,951 shares 3,951 $362K 0.01% +137 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 1,368 shares; 2026Q1: 1,337 shares 1,337 $357K 0.01% -31 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 1,236 shares; 2025Q1: 738 shares; 2025Q2: 723 shares; 2025Q3: 804 shares; 2025Q4: 1,765 shares; 2026Q1: 1,423 shares 1,423 $346K 0.01% -342 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 1,798 shares; 2026Q1: 1,763 shares 1,763 $346K 0.01% -35 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,279 shares; 2025Q1: 3,292 shares; 2025Q2: 3,353 shares; 2025Q3: 3,326 shares; 2025Q4: 3,461 shares; 2026Q1: 3,412 shares 3,412 $339K 0.01% -49 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 3,058 shares; 2025Q3: 2,402 shares; 2025Q4: 1,613 shares; 2026Q1: 1,734 shares 1,734 $337K 0.01% +121 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: 1,772 shares; 2024Q4: 1,754 shares; 2025Q1: 1,761 shares; 2025Q2: 1,786 shares; 2025Q3: 1,730 shares; 2025Q4: 1,194 shares; 2026Q1: 1,281 shares 1,281 $336K 0.01% +87 Timeline HPQ HP INC More: the full row for HP 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: 11,674 shares; 2025Q4: 17,314 shares; 2026Q1: 17,403 shares 17,403 $334K 0.01% +89 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: 4,851 shares; 2024Q4: 20,905 shares; 2025Q1: 23,026 shares; 2025Q2: 18,280 shares; 2025Q3: 15,945 shares; 2025Q4: 17,671 shares; 2026Q1: 10,849 shares 10,849 $333K 0.01% -6,822 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 805 shares; 2025Q2: 962 shares; 2025Q3: 768 shares; 2025Q4: 797 shares; 2026Q1: 776 shares 776 $330K 0.01% -21 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: 1,361 shares; 2025Q3: 890 shares; 2025Q4: 1,269 shares; 2026Q1: 774 shares 774 $323K 0.01% -495 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares; 2026Q1: 2,808 shares 2,808 $322K 0.01% +8 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $320K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,388 shares; 2024Q4: 314,096 shares; 2025Q1: 311,366 shares; 2025Q2: 315,122 shares; 2025Q3: 12,800 shares; 2025Q4: 10,094 shares; 2026Q1: 5,718 shares 5,718 $316K 0.01% -4,376 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 2,760 shares 2,760 $315K 0.01% +196 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,555 shares; 2025Q4: 1,625 shares; 2026Q1: 1,628 shares 1,628 $309K 0.01% +3 Timeline IBND 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: 8,531 shares; 2025Q3: 8,531 shares; 2025Q4: 8,531 shares; 2026Q1: 9,919 shares 9,919 $308K 0.01% +1,388 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,700 shares; 2025Q3: 24,700 shares; 2025Q4: 24,700 shares; 2026Q1: 24,700 shares 24,700 $308K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: not reported; 2026Q1: 890 shares 890 $305K 0.01% new Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 4,000 shares 4,000 $301K 0.01% -29 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551 $297K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 4,772 shares 4,772 $297K 0.01% -853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,829 shares; 2025Q4: not reported; 2026Q1: 3,068 shares 3,068 $289K 0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,779 shares 3,779 $286K 0.01% new 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: 886 shares; 2024Q4: 1,237 shares; 2025Q1: 1,197 shares; 2025Q2: 1,109 shares; 2025Q3: 1,005 shares; 2025Q4: 2,376 shares; 2026Q1: 1,493 shares 1,493 $279K 0.01% -883 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,261 shares; 2025Q3: 4,428 shares; 2025Q4: 4,428 shares; 2026Q1: 4,428 shares 4,428 $277K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,152 shares; 2025Q1: 1,064 shares; 2025Q2: 1,069 shares; 2025Q3: 985 shares; 2025Q4: 988 shares; 2026Q1: 1,302 shares 1,302 $273K 0.01% +314 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL 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: 8,839 shares; 2026Q1: 8,400 shares 8,400 $272K 0.01% -439 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,764 shares 2,764 $269K 0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,210 shares; 2025Q1: 6,176 shares; 2025Q2: 6,201 shares; 2025Q3: 6,257 shares; 2025Q4: 6,342 shares; 2026Q1: 6,712 shares 6,712 $268K 0.01% +370 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,517 shares; 2026Q1: 3,036 shares 3,036 $268K 0.01% +519 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 1,355 shares; 2026Q1: 884 shares 884 $267K 0.01% -471 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,555 shares; 2025Q2: 6,545 shares; 2025Q3: 4,681 shares; 2025Q4: 4,765 shares; 2026Q1: 5,456 shares 5,456 $267K 0.01% +691 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: not reported; 2025Q2: not reported; 2025Q3: 2,099 shares; 2025Q4: 2,129 shares; 2026Q1: 2,246 shares 2,246 $266K 0.01% +117 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,020 shares; 2025Q3: 1,204 shares; 2025Q4: 1,214 shares; 2026Q1: 1,269 shares 1,269 $263K 0.01% +55 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 3,318 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,442 shares; 2025Q4: 2,860 shares; 2026Q1: 2,352 shares 2,352 $260K 0.01% -508 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,200 shares; 2026Q1: 1,211 shares 1,211 $256K 0.01% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares 3,503 $252K 0.01% new Timeline BWX 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: 10,078 shares; 2025Q3: not reported; 2025Q4: 10,571 shares; 2026Q1: 11,472 shares 11,472 $252K 0.01% +901 Timeline IGE 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: 3,995 shares 3,995 $251K 0.01% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,704 shares; 2025Q1: 3,731 shares; 2025Q2: 3,791 shares; 2025Q3: 3,793 shares; 2025Q4: 3,824 shares; 2026Q1: 3,979 shares 3,979 $248K 0.01% +155 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: not reported; 2024Q4: 953 shares; 2025Q1: 1,005 shares; 2025Q2: 1,015 shares; 2025Q3: 1,139 shares; 2025Q4: 973 shares; 2026Q1: 993 shares 993 $246K 0.01% +20 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,777 shares 3,777 $244K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: 2,681 shares 2,681 $244K 0.01% +215 Timeline ILCV 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: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,608 shares 2,608 $243K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT 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: 1,252 shares 1,252 $239K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,494 shares 4,494 $238K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 278 shares; 2025Q3: 320 shares; 2025Q4: 895 shares; 2026Q1: 272 shares 272 $236K 0.01% -623 Timeline BILS 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: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 2,369 shares 2,369 $236K 0.01% -178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares; 2026Q1: 1,628 shares 1,628 $232K 0.01% +77 Timeline ILCG 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: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares; 2026Q1: 2,407 shares 2,407 $230K 0.01% 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: 504 shares; 2024Q4: 568 shares; 2025Q1: 537 shares; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 934 shares; 2026Q1: 835 shares 835 $226K 0.01% -99 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,009 shares; 2026Q1: 1,131 shares 1,131 $224K 0.01% +122 Timeline IXJ 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: 2,360 shares 2,360 $221K 0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,030 shares 9,030 $219K 0.01% new Timeline IYY 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: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $219K 0.01% 0 Timeline IGF 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: 3,234 shares 3,234 $217K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $214K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 3,207 shares; 2025Q2: not reported; 2025Q3: 2,328 shares; 2025Q4: not reported; 2026Q1: 2,125 shares 2,125 $207K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,483 shares 2,483 $205K 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 755 shares; 2025Q4: 627 shares; 2026Q1: 681 shares 681 $203K 0.01% +54 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 12,516 shares; 2025Q2: 13,272 shares; 2025Q3: 14,232 shares; 2025Q4: 14,827 shares; 2026Q1: 14,537 shares 14,537 $168K <0.01% -290 Timeline SNAP SNAP INC More: the full row for SNAP 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: 25,264 shares 25,264 $116K <0.01% new Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,986 shares; 2025Q1: 21,410 shares; 2025Q2: 21,210 shares; 2025Q3: 21,210 shares; 2025Q4: 21,210 shares; 2026Q1: 21,210 shares 21,210 $98K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS 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: 20,000 shares; 2026Q1: 20,025 shares 20,025 $70.3K <0.01% +25 Timeline