SCHV 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: 406,171 shares; 2024Q4: 1,254,574 shares; 2025Q1: 1,158,876 shares; 2025Q2: 1,163,659 shares; 2025Q3: 1,230,352 shares; 2025Q4: 1,284,821 shares; 2026Q1: 1,329,056 shares 1,329,056 $40.5M 16.47% +44,235 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: 291,867 shares; 2024Q4: 1,194,192 shares; 2025Q1: 1,114,545 shares; 2025Q2: 1,131,282 shares; 2025Q3: 1,183,401 shares; 2025Q4: 1,213,888 shares; 2026Q1: 1,275,433 shares 1,275,433 $37.2M 15.09% +61,545 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: 369,636 shares; 2024Q4: 387,269 shares; 2025Q1: 364,767 shares; 2025Q2: 361,545 shares; 2025Q3: 363,170 shares; 2025Q4: 369,314 shares; 2026Q1: 361,711 shares 361,711 $23.2M 9.42% -7,603 Timeline DFCF 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: 247,997 shares; 2024Q4: 262,281 shares; 2025Q1: 253,848 shares; 2025Q2: 255,982 shares; 2025Q3: 287,393 shares; 2025Q4: 319,513 shares; 2026Q1: 356,666 shares 356,666 $15.1M 6.12% +37,153 Timeline DFSD 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: 213,987 shares; 2024Q4: 225,833 shares; 2025Q1: 216,391 shares; 2025Q2: 218,777 shares; 2025Q3: 245,148 shares; 2025Q4: 274,861 shares; 2026Q1: 303,032 shares 303,032 $14.5M 5.89% +28,171 Timeline DGCB 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: 190,121 shares; 2024Q4: 200,106 shares; 2025Q1: 192,214 shares; 2025Q2: 194,706 shares; 2025Q3: 217,198 shares; 2025Q4: 241,207 shares; 2026Q1: 267,210 shares 267,210 $14.5M 5.88% +26,003 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,471 shares; 2024Q4: 127,496 shares; 2025Q1: 120,527 shares; 2025Q2: 123,152 shares; 2025Q3: 132,494 shares; 2025Q4: 142,178 shares; 2026Q1: 148,011 shares 148,011 $10.5M 4.28% +5,833 Timeline DISV 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: 248,763 shares; 2024Q4: 270,726 shares; 2025Q1: 255,583 shares; 2025Q2: 248,662 shares; 2025Q3: 264,671 shares; 2025Q4: 275,198 shares; 2026Q1: 258,480 shares 258,480 $10.2M 4.14% -16,718 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: 22,670 shares; 2024Q4: 23,675 shares; 2025Q1: 20,428 shares; 2025Q2: 20,286 shares; 2025Q3: 20,061 shares; 2025Q4: 19,979 shares; 2026Q1: 20,649 shares 20,649 $9.02M 3.66% +670 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: 36,763 shares; 2024Q4: 41,601 shares; 2025Q1: 38,797 shares; 2025Q2: 39,503 shares; 2025Q3: 41,123 shares; 2025Q4: 43,753 shares; 2026Q1: 45,191 shares 45,191 $8.87M 3.6% +1,438 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: 122,824 shares; 2024Q4: 128,989 shares; 2025Q1: 120,845 shares; 2025Q2: 120,622 shares; 2025Q3: 122,900 shares; 2025Q4: 126,632 shares; 2026Q1: 128,137 shares 128,137 $6.93M 2.81% +1,505 Timeline IDEV 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: 60,526 shares; 2024Q4: 66,720 shares; 2025Q1: 64,289 shares; 2025Q2: 63,731 shares; 2025Q3: 75,957 shares; 2025Q4: 78,703 shares; 2026Q1: 80,891 shares 80,891 $6.76M 2.75% +2,188 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,224 shares; 2024Q4: 102,350 shares; 2025Q1: 96,367 shares; 2025Q2: 132,782 shares; 2025Q3: 143,207 shares; 2025Q4: 125,979 shares; 2026Q1: 129,935 shares 129,935 $6.48M 2.63% +3,956 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: 52,957 shares; 2024Q4: 64,281 shares; 2025Q1: 56,834 shares; 2025Q2: 43,379 shares; 2025Q3: 44,088 shares; 2025Q4: 45,377 shares; 2026Q1: 47,957 shares 47,957 $5.09M 2.07% +2,580 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,330 shares; 2024Q4: 64,061 shares; 2025Q1: 62,948 shares; 2025Q2: 63,320 shares; 2025Q3: 67,198 shares; 2025Q4: 66,220 shares; 2026Q1: 67,096 shares 67,096 $4.68M 1.9% +876 Timeline DFEV 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: 94,587 shares; 2024Q4: 102,837 shares; 2025Q1: 98,017 shares; 2025Q2: 97,142 shares; 2025Q3: 104,403 shares; 2025Q4: 110,651 shares; 2026Q1: 112,950 shares 112,950 $4.04M 1.64% +2,299 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: 36,118 shares; 2024Q4: 35,008 shares; 2025Q1: 32,769 shares; 2025Q2: 32,647 shares; 2025Q3: 32,519 shares; 2025Q4: 32,809 shares; 2026Q1: 34,647 shares 34,647 $3.14M 1.27% +1,838 Timeline DUSB 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: 4,669 shares; 2024Q4: 41,924 shares; 2025Q1: 93,017 shares; 2025Q2: 85,492 shares; 2025Q3: 82,197 shares; 2025Q4: 86,232 shares; 2026Q1: 58,746 shares 58,746 $2.98M 1.21% -27,486 Timeline HYMB 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: 62,685 shares; 2024Q4: 62,546 shares; 2025Q1: 55,323 shares; 2025Q2: 67,968 shares; 2025Q3: 74,253 shares; 2025Q4: 65,910 shares; 2026Q1: 65,608 shares 65,608 $1.63M 0.66% -302 Timeline HYD 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: 32,981 shares; 2024Q4: 36,925 shares; 2025Q1: 34,223 shares; 2025Q2: 29,964 shares; 2025Q3: 31,233 shares; 2025Q4: 29,770 shares; 2026Q1: 31,903 shares 31,903 $1.6M 0.65% +2,133 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: 28,848 shares; 2024Q4: 53,037 shares; 2025Q1: 37,720 shares; 2025Q2: 32,598 shares; 2025Q3: 33,147 shares; 2025Q4: 33,053 shares; 2026Q1: 34,122 shares 34,122 $1.56M 0.63% +1,069 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 8,195 shares; 2025Q1: 7,449 shares; 2025Q2: 7,184 shares; 2025Q3: 6,540 shares; 2025Q4: 6,665 shares; 2026Q1: 6,936 shares 6,936 $1.51M 0.61% +271 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: 5,326 shares; 2024Q4: 5,475 shares; 2025Q1: 4,770 shares; 2025Q2: 4,607 shares; 2025Q3: 4,693 shares; 2025Q4: 4,740 shares; 2026Q1: 4,943 shares 4,943 $1.49M 0.61% +203 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: 8,725 shares; 2024Q4: 9,462 shares; 2025Q1: 8,656 shares; 2025Q2: 8,945 shares; 2025Q3: 9,642 shares; 2025Q4: 9,947 shares; 2026Q1: 10,497 shares 10,497 $973K 0.4% +550 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: 6,571 shares; 2024Q4: 7,470 shares; 2025Q1: 7,575 shares; 2025Q2: 7,448 shares; 2025Q3: 8,312 shares; 2025Q4: 8,939 shares; 2026Q1: 9,137 shares 9,137 $973K 0.4% +198 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: 8,678 shares; 2024Q4: 8,854 shares; 2025Q1: 3,526 shares; 2025Q2: 3,520 shares; 2025Q3: 3,526 shares; 2025Q4: 3,423 shares; 2026Q1: 3,319 shares 3,319 $842K 0.34% -104 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: 4,733 shares; 2024Q4: 4,420 shares; 2025Q1: 3,905 shares; 2025Q2: 4,687 shares; 2025Q3: 4,661 shares; 2025Q4: 4,362 shares; 2026Q1: 4,401 shares 4,401 $834K 0.34% +39 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,323 shares; 2026Q1: 3,631 shares 3,631 $712K 0.29% -1,692 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,314 shares 24,314 $697K 0.28% new 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: 17,738 shares; 2024Q4: 57,426 shares; 2025Q1: 50,077 shares; 2025Q2: 36,953 shares; 2025Q3: 44,601 shares; 2025Q4: 39,562 shares; 2026Q1: 27,094 shares 27,094 $695K 0.28% -12,468 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: 9,795 shares; 2024Q4: 11,772 shares; 2025Q1: 10,136 shares; 2025Q2: 10,406 shares; 2025Q3: 10,999 shares; 2025Q4: 11,249 shares; 2026Q1: 8,631 shares 8,631 $636K 0.26% -2,618 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: 2,329 shares; 2024Q4: 2,113 shares; 2025Q1: 2,042 shares; 2025Q2: 2,027 shares; 2025Q3: 1,873 shares; 2025Q4: 1,883 shares; 2026Q1: 1,925 shares 1,925 $604K 0.25% +42 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: not reported; 2024Q4: 676 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 913 shares; 2026Q1: 867 shares 867 $566K 0.23% -46 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: 9,517 shares; 2024Q4: 16,552 shares; 2025Q1: 10,647 shares; 2025Q2: 10,267 shares; 2025Q3: 10,426 shares; 2025Q4: 12,103 shares; 2026Q1: 11,892 shares 11,892 $558K 0.23% -211 Timeline MBB 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: 4,766 shares 4,766 $453K 0.18% new Timeline VWOB 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: 8,086 shares; 2024Q4: 9,492 shares; 2025Q1: 7,863 shares; 2025Q2: 7,946 shares; 2025Q3: 7,977 shares; 2025Q4: 7,316 shares; 2026Q1: 6,832 shares 6,832 $449K 0.18% -484 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: 2,744 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,918 shares; 2025Q3: 2,864 shares; 2025Q4: 2,814 shares; 2026Q1: 2,814 shares 2,814 $417K 0.17% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,615 shares; 2026Q1: 4,185 shares 4,185 $410K 0.17% +570 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares; 2026Q1: 7,207 shares 7,207 $408K 0.17% +1,606 Timeline EBND 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: 23,772 shares; 2024Q4: 25,694 shares; 2025Q1: 22,882 shares; 2025Q2: 22,683 shares; 2025Q3: 22,483 shares; 2025Q4: 20,564 shares; 2026Q1: 19,748 shares 19,748 $408K 0.17% -816 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: 955 shares; 2024Q4: 1,299 shares; 2025Q1: 971 shares; 2025Q2: 974 shares; 2025Q3: 952 shares; 2025Q4: 940 shares; 2026Q1: 1,495 shares 1,495 $392K 0.16% +555 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,623 shares; 2026Q1: 15,623 shares 15,623 $387K 0.16% 0 Timeline BSV 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: 3,845 shares; 2024Q4: 4,056 shares; 2025Q1: 4,442 shares; 2025Q2: 4,232 shares; 2025Q3: 4,147 shares; 2025Q4: 4,538 shares; 2026Q1: 4,539 shares 4,539 $356K 0.14% +1 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: 2,397 shares; 2024Q4: 3,748 shares; 2025Q1: not reported; 2025Q2: 1,886 shares; 2025Q3: 1,863 shares; 2025Q4: 2,037 shares; 2026Q1: 2,037 shares 2,037 $355K 0.14% 0 Timeline EFAV 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: 2,725 shares; 2025Q3: 3,122 shares; 2025Q4: 3,319 shares; 2026Q1: 3,785 shares 3,785 $346K 0.14% +466 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,810 shares 9,810 $329K 0.13% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,411 shares; 2025Q1: 12,411 shares; 2025Q2: 12,411 shares; 2025Q3: 12,411 shares; 2025Q4: 12,411 shares; 2026Q1: 12,411 shares 12,411 $312K 0.13% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $265K 0.11% 0 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: 1,641 shares; 2024Q4: 1,672 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares 389 $253K 0.1% 0 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: 700 shares; 2024Q4: 773 shares; 2025Q1: 721 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 693 shares; 2026Q1: 678 shares 678 $251K 0.1% -15 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,510 shares; 2025Q1: 3,196 shares; 2025Q2: 3,166 shares; 2025Q3: 3,121 shares; 2025Q4: 2,812 shares; 2026Q1: 2,640 shares 2,640 $248K 0.1% -172 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: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,205 shares; 2025Q2: 1,097 shares; 2025Q3: 1,032 shares; 2025Q4: 1,225 shares; 2026Q1: 1,030 shares 1,030 $215K 0.09% -195 Timeline EMLC 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: 9,179 shares; 2024Q4: 10,330 shares; 2025Q1: 9,509 shares; 2025Q2: 9,842 shares; 2025Q3: 10,375 shares; 2025Q4: 9,535 shares; 2026Q1: 8,351 shares 8,351 $210K 0.09% -1,184 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: not reported; 2026Q1: 1,210 shares 1,210 $205K 0.08% new Timeline