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: 284,088 shares; 2024Q4: 290,162 shares; 2025Q1: 291,341 shares; 2025Q2: 301,830 shares; 2025Q3: 310,920 shares; 2025Q4: 318,319 shares; 2026Q1: 292,442 shares 292,442 $23.1M 7.17% -25,877 Timeline LGLV 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: 108,979 shares; 2024Q4: 111,521 shares; 2025Q1: 111,966 shares; 2025Q2: 114,883 shares; 2025Q3: 119,618 shares; 2025Q4: 123,610 shares; 2026Q1: 126,008 shares 126,008 $22.4M 6.96% +2,398 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,813 shares; 2025Q3: 197,745 shares; 2025Q4: 302,292 shares; 2026Q1: 369,137 shares 369,137 $22M 6.82% +66,845 Timeline ACWV 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: 152,199 shares; 2024Q4: 156,738 shares; 2025Q1: 158,803 shares; 2025Q2: 161,894 shares; 2025Q3: 166,779 shares; 2025Q4: 175,929 shares; 2026Q1: 180,482 shares 180,482 $21.6M 6.69% +4,553 Timeline IAGG 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: 198,130 shares; 2024Q4: 209,747 shares; 2025Q1: 215,555 shares; 2025Q2: 250,214 shares; 2025Q3: 299,164 shares; 2025Q4: 344,715 shares; 2026Q1: 378,343 shares 378,343 $18.9M 5.87% +33,628 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: 213,435 shares; 2024Q4: 222,587 shares; 2025Q1: 225,614 shares; 2025Q2: 241,765 shares; 2025Q3: 260,913 shares; 2025Q4: 277,126 shares; 2026Q1: 349,146 shares 349,146 $18.9M 5.86% +72,020 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,303 shares; 2024Q4: 199,885 shares; 2025Q1: 204,216 shares; 2025Q2: 231,061 shares; 2025Q3: 272,632 shares; 2025Q4: 309,074 shares; 2026Q1: 399,159 shares 399,159 $18M 5.58% +90,085 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,630 shares; 2024Q4: 51,807 shares; 2025Q1: 51,998 shares; 2025Q2: 53,747 shares; 2025Q3: 55,519 shares; 2025Q4: 56,843 shares; 2026Q1: 57,494 shares 57,494 $16.5M 5.12% +651 Timeline XMLV 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: 220,075 shares; 2024Q4: 225,111 shares; 2025Q1: not reported; 2025Q2: 234,236 shares; 2025Q3: 244,915 shares; 2025Q4: 254,042 shares; 2026Q1: 261,731 shares 261,731 $16.5M 5.11% +7,689 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,928 shares; 2024Q4: 119,038 shares; 2025Q1: 120,518 shares; 2025Q2: 120,975 shares; 2025Q3: 119,913 shares; 2025Q4: 117,805 shares; 2026Q1: 104,826 shares 104,826 $14.5M 4.5% -12,979 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,445 shares 196,445 $14.5M 4.49% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,403 shares 143,403 $14.4M 4.48% new Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 52,126 shares; 2025Q3: 124,210 shares; 2025Q4: 191,975 shares; 2026Q1: 315,932 shares 315,932 $13.9M 4.31% +123,957 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: 149,379 shares; 2024Q4: 157,951 shares; 2025Q1: 162,060 shares; 2025Q2: 165,549 shares; 2025Q3: 171,299 shares; 2025Q4: 175,126 shares; 2026Q1: 115,978 shares 115,978 $12.8M 3.97% -59,148 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,345 shares; 2024Q4: 279,011 shares; 2025Q1: 283,601 shares; 2025Q2: 291,732 shares; 2025Q3: 297,133 shares; 2025Q4: 300,148 shares; 2026Q1: 278,311 shares 278,311 $12.7M 3.94% -21,837 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: 38,158 shares; 2024Q4: 39,253 shares; 2025Q1: 39,617 shares; 2025Q2: 41,444 shares; 2025Q3: 43,237 shares; 2025Q4: 45,204 shares; 2026Q1: 45,444 shares 45,444 $11.9M 3.69% +240 Timeline SMLV 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: 68,805 shares; 2024Q4: 70,761 shares; 2025Q1: 71,216 shares; 2025Q2: 74,202 shares; 2025Q3: 77,538 shares; 2025Q4: 80,282 shares; 2026Q1: 79,718 shares 79,718 $10.9M 3.39% -564 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,967 shares; 2024Q4: 124,238 shares; 2025Q1: 126,394 shares; 2025Q2: 130,723 shares; 2025Q3: 133,201 shares; 2025Q4: 135,369 shares; 2026Q1: 129,498 shares 129,498 $10.2M 3.15% -5,871 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,527 shares; 2024Q4: 684,180 shares; 2025Q1: 704,616 shares; 2025Q2: 610,381 shares; 2025Q3: 468,415 shares; 2025Q4: 334,019 shares; 2026Q1: 338,228 shares 338,228 $7.78M 2.41% +4,209 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,364 shares; 2024Q4: 36,448 shares; 2025Q1: 37,072 shares; 2025Q2: 38,596 shares; 2025Q3: 40,109 shares; 2025Q4: 45,548 shares; 2026Q1: 47,563 shares 47,563 $3.19M 0.99% +2,015 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,517 shares; 2025Q1: 13,353 shares; 2025Q2: 15,498 shares; 2025Q3: 17,366 shares; 2025Q4: 20,003 shares; 2026Q1: 21,376 shares 21,376 $2.27M 0.7% +1,373 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,755 shares; 2024Q4: 46,629 shares; 2025Q1: 44,345 shares; 2025Q2: 40,206 shares; 2025Q3: 37,853 shares; 2025Q4: 37,500 shares; 2026Q1: 36,463 shares 36,463 $1.82M 0.57% -1,037 Timeline DVYE 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: 15,094 shares; 2024Q4: 15,094 shares; 2025Q1: 22,666 shares; 2025Q2: 30,611 shares; 2025Q3: 44,729 shares; 2025Q4: 44,729 shares; 2026Q1: 49,675 shares 49,675 $1.71M 0.53% +4,946 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,392 shares; 2025Q2: 13,514 shares; 2025Q3: 13,514 shares; 2025Q4: 13,612 shares; 2026Q1: 15,923 shares 15,923 $1.65M 0.51% +2,311 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: not reported; 2024Q4: 6,187 shares; 2025Q1: 6,608 shares; 2025Q2: 8,318 shares; 2025Q3: 10,362 shares; 2025Q4: 13,417 shares; 2026Q1: 14,474 shares 14,474 $1.33M 0.41% +1,057 Timeline MEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,749 shares; 2025Q3: 9,293 shares; 2025Q4: 17,004 shares; 2026Q1: 20,620 shares 20,620 $1.04M 0.32% +3,616 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: 2,667 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,487 shares; 2026Q1: 2,549 shares 2,549 $943K 0.29% +62 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: 266,607 shares; 2024Q4: 277,511 shares; 2025Q1: 280,767 shares; 2025Q2: 289,020 shares; 2025Q3: 304,234 shares; 2025Q4: 314,458 shares; 2026Q1: 14,439 shares 14,439 $700K 0.22% -300,019 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $610K 0.19% 0 Timeline CEMB 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: 276,607 shares; 2024Q4: 292,041 shares; 2025Q1: 299,289 shares; 2025Q2: 261,075 shares; 2025Q3: 204,671 shares; 2025Q4: 153,003 shares; 2026Q1: 13,071 shares 13,071 $592K 0.18% -139,932 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 8,015 shares; 2025Q1: 8,015 shares; 2025Q2: 8,035 shares; 2025Q3: 8,045 shares; 2025Q4: 8,055 shares; 2026Q1: 8,065 shares 8,065 $535K 0.17% +10 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,898 shares; 2024Q4: 15,955 shares; 2025Q1: 14,839 shares; 2025Q2: 12,727 shares; 2025Q3: 12,628 shares; 2025Q4: 12,248 shares; 2026Q1: 11,342 shares 11,342 $514K 0.16% -906 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739 $441K 0.14% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,079 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares; 2025Q4: 6,079 shares; 2026Q1: 6,079 shares 6,079 $391K 0.12% 0 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: not reported; 2024Q4: 717 shares; 2025Q1: 733 shares; 2025Q2: 930 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 965 shares 965 $359K 0.11% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $354K 0.11% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,842 shares; 2025Q3: 3,842 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares 3,842 $305K 0.09% 0 Timeline BGRN 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: 5,912 shares; 2025Q1: 5,738 shares; 2025Q2: 5,738 shares; 2025Q3: 5,738 shares; 2025Q4: 5,738 shares; 2026Q1: 6,378 shares 6,378 $303K 0.09% +640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares; 2026Q1: 1,735 shares 1,735 $294K 0.09% +3 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: not reported; 2024Q4: 441 shares; 2025Q1: 442 shares; 2025Q2: 444 shares; 2025Q3: 445 shares; 2025Q4: 446 shares; 2026Q1: 448 shares 448 $291K 0.09% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,326 shares; 2026Q1: 1,363 shares 1,363 $282K 0.09% +37 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: not reported; 2024Q4: 9,199 shares; 2025Q1: 9,019 shares; 2025Q2: 9,074 shares; 2025Q3: 9,074 shares; 2025Q4: 9,074 shares; 2026Q1: 9,979 shares 9,979 $250K 0.08% +905 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: 766 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 720 shares; 2025Q3: 722 shares; 2025Q4: 723 shares; 2026Q1: 724 shares 724 $238K 0.07% +1 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,677 shares; 2025Q2: 1,659 shares; 2025Q3: 1,639 shares; 2025Q4: 1,651 shares; 2026Q1: 1,650 shares 1,650 $228K 0.07% -1 Timeline USFR 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: 340,024 shares; 2024Q4: 362,360 shares; 2025Q1: 373,005 shares; 2025Q2: 321,802 shares; 2025Q3: 247,371 shares; 2025Q4: 175,551 shares; 2026Q1: 4,372 shares 4,372 $220K 0.07% -171,179 Timeline