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: 71,245 shares; 2024Q4: 82,897 shares; 2025Q1: 84,958 shares; 2025Q2: 109,122 shares; 2025Q3: 123,777 shares; 2025Q4: 119,887 shares; 2026Q1: 106,274 shares 106,274 $61.3M 14.44% -13,613 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: 131,960 shares; 2024Q4: 153,876 shares; 2025Q1: 157,847 shares; 2025Q2: 449,134 shares; 2025Q3: 586,647 shares; 2025Q4: 651,491 shares; 2026Q1: 728,621 shares 728,621 $54.1M 12.76% +77,130 Timeline PICB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174,115 shares 2,174,115 $50.2M 11.83% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,417 shares; 2024Q4: 11,394 shares; 2025Q1: 38,983 shares; 2025Q2: 78,252 shares; 2025Q3: 50,813 shares; 2025Q4: 57,382 shares; 2026Q1: 63,623 shares 63,623 $16.7M 3.93% +6,241 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,532 shares; 2024Q4: 57,918 shares; 2025Q1: 85,059 shares; 2025Q2: 253,624 shares; 2025Q3: 384,458 shares; 2025Q4: 376,980 shares; 2026Q1: 564,778 shares 564,778 $16.2M 3.82% +187,798 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: 11,750 shares; 2024Q4: 12,064 shares; 2025Q1: 11,933 shares; 2025Q2: 35,577 shares; 2025Q3: 35,885 shares; 2025Q4: 36,382 shares; 2026Q1: 36,196 shares 36,196 $11.6M 2.74% -186 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: 26,301 shares; 2024Q4: 30,773 shares; 2025Q1: 27,014 shares; 2025Q2: 26,310 shares; 2025Q3: 27,740 shares; 2025Q4: 30,784 shares; 2026Q1: 42,020 shares 42,020 $10.7M 2.51% +11,236 Timeline AVEM 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: not reported; 2025Q3: 20,672 shares; 2025Q4: 75,052 shares; 2026Q1: 111,150 shares 111,150 $8.96M 2.11% +36,098 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: 289 shares; 2024Q4: 462 shares; 2025Q1: 457 shares; 2025Q2: 9,086 shares; 2025Q3: 9,087 shares; 2025Q4: 90,909 shares; 2026Q1: 90,971 shares 90,971 $8.75M 2.06% +62 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,548 shares; 2024Q4: 59,604 shares; 2025Q1: 67,390 shares; 2025Q2: 79,217 shares; 2025Q3: 94,997 shares; 2025Q4: 103,229 shares; 2026Q1: 117,655 shares 117,655 $7.37M 1.74% +14,426 Timeline IHY 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: 14,049 shares; 2025Q2: 117,876 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332,068 shares 332,068 $7.12M 1.68% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 190 shares; 2026Q1: 39,536 shares 39,536 $6.84M 1.61% +39,346 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: 108,654 shares; 2024Q4: 143,308 shares; 2025Q1: 236,760 shares; 2025Q2: 370,529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,749 shares 90,749 $6.68M 1.57% 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: 128,317 shares; 2024Q4: 119,199 shares; 2025Q1: 101,912 shares; 2025Q2: 89,751 shares; 2025Q3: 65,344 shares; 2025Q4: 58,475 shares; 2026Q1: 52,521 shares 52,521 $6.37M 1.5% -5,954 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: 377 shares; 2024Q4: 783 shares; 2025Q1: 1,709 shares; 2025Q2: 5,414 shares; 2025Q3: 5,294 shares; 2025Q4: 6,202 shares; 2026Q1: 9,565 shares 9,565 $6.25M 1.47% +3,363 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 4,207 shares; 2025Q1: 3,712 shares; 2025Q2: 5,029 shares; 2025Q3: 4,943 shares; 2025Q4: 18,629 shares; 2026Q1: 90,250 shares 90,250 $4.93M 1.16% +71,621 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 150 shares; 2025Q2: 40,654 shares; 2025Q3: 40,639 shares; 2025Q4: 40,619 shares; 2026Q1: 40,619 shares 40,619 $4.82M 1.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,816 shares; 2024Q4: 12,654 shares; 2025Q1: 14,191 shares; 2025Q2: 14,973 shares; 2025Q3: 15,631 shares; 2025Q4: 15,620 shares; 2026Q1: 16,617 shares 16,617 $4.77M 1.12% +997 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: 26,457 shares; 2024Q4: 29,299 shares; 2025Q1: 25,035 shares; 2025Q2: 23,995 shares; 2025Q3: 22,958 shares; 2025Q4: 24,371 shares; 2026Q1: 26,693 shares 26,693 $4.66M 1.1% +2,322 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: 99,179 shares; 2024Q4: 128,360 shares; 2025Q1: 120,787 shares; 2025Q2: 112,283 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,393 shares 48,393 $4.47M 1.05% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 19,194 shares; 2025Q1: 20,018 shares; 2025Q2: 28,200 shares; 2025Q3: 23,745 shares; 2025Q4: 23,592 shares; 2026Q1: 35,637 shares 35,637 $4.32M 1.02% +12,045 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: 6,770 shares; 2024Q4: 10,041 shares; 2025Q1: 8,170 shares; 2025Q2: 8,454 shares; 2025Q3: 9,984 shares; 2025Q4: 10,505 shares; 2026Q1: 10,619 shares 10,619 $3.93M 0.93% +114 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: 29,252 shares; 2024Q4: 32,244 shares; 2025Q1: 31,881 shares; 2025Q2: 31,874 shares; 2025Q3: 32,284 shares; 2025Q4: 76,530 shares; 2026Q1: 77,006 shares 77,006 $3.75M 0.88% +476 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: 6,393 shares; 2024Q4: 8,474 shares; 2025Q1: 6,950 shares; 2025Q2: 8,036 shares; 2025Q3: 6,227 shares; 2025Q4: 5,933 shares; 2026Q1: 5,697 shares 5,697 $3.71M 0.87% -236 Timeline ESGD 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: 48,134 shares; 2024Q4: 41,114 shares; 2025Q1: 37,631 shares; 2025Q2: 40,477 shares; 2025Q3: 36,398 shares; 2025Q4: 35,973 shares; 2026Q1: 37,145 shares 37,145 $3.55M 0.84% +1,172 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: 3,144 shares; 2024Q4: 3,472 shares; 2025Q1: 3,308 shares; 2025Q2: 27,293 shares; 2025Q3: 27,071 shares; 2025Q4: 26,839 shares; 2026Q1: 28,468 shares 28,468 $3.54M 0.83% +1,629 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: 105,323 shares; 2024Q4: 104,112 shares; 2025Q1: 104,540 shares; 2025Q2: 106,182 shares; 2025Q3: 108,169 shares; 2025Q4: 99,280 shares; 2026Q1: 111,003 shares 111,003 $3.12M 0.73% +11,723 Timeline VNQI 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: 1,898 shares; 2025Q2: 50,939 shares; 2025Q3: 55,241 shares; 2025Q4: 66,314 shares; 2026Q1: 67,130 shares 67,130 $2.98M 0.7% +816 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: 6,185 shares; 2024Q4: 7,587 shares; 2025Q1: 8,131 shares; 2025Q2: 8,234 shares; 2025Q3: 8,328 shares; 2025Q4: 8,277 shares; 2026Q1: 8,712 shares 8,712 $2.51M 0.59% +435 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,283 shares; 2025Q2: 31,331 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,837 shares 48,837 $2.47M 0.58% new 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: 100 shares; 2024Q4: 113 shares; 2025Q1: 318 shares; 2025Q2: 1,435 shares; 2025Q3: 1,358 shares; 2025Q4: 1,590 shares; 2026Q1: 2,745 shares 2,745 $1.92M 0.45% +1,155 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: 4,272 shares; 2024Q4: 994 shares; 2025Q1: 3,600 shares; 2025Q2: 5,391 shares; 2025Q3: 3,698 shares; 2025Q4: 3,723 shares; 2026Q1: 3,768 shares 3,768 $1.88M 0.44% +45 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: 6,281 shares; 2024Q4: 8,858 shares; 2025Q1: 6,674 shares; 2025Q2: 7,113 shares; 2025Q3: 6,515 shares; 2025Q4: 9,305 shares; 2026Q1: 8,532 shares 8,532 $1.78M 0.42% -773 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: 6,234 shares; 2024Q4: 9,070 shares; 2025Q1: 10,720 shares; 2025Q2: 14,899 shares; 2025Q3: 15,780 shares; 2025Q4: 15,755 shares; 2026Q1: 18,501 shares 18,501 $1.64M 0.39% +2,746 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,800 shares; 2025Q1: 5,661 shares; 2025Q2: 4,746 shares; 2025Q3: 4,476 shares; 2025Q4: 4,402 shares; 2026Q1: 4,327 shares 4,327 $1.6M 0.38% -75 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: 2,486 shares; 2024Q4: 2,471 shares; 2025Q1: 2,486 shares; 2025Q2: 2,918 shares; 2025Q3: 2,870 shares; 2025Q4: 2,648 shares; 2026Q1: 3,244 shares 3,244 $1.4M 0.33% +596 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,067 shares 31,067 $1.35M 0.32% new 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: 1,855 shares; 2024Q4: 2,736 shares; 2025Q1: 1,692 shares; 2025Q2: 1,795 shares; 2025Q3: 1,777 shares; 2025Q4: 1,975 shares; 2026Q1: 2,308 shares 2,308 $1.33M 0.31% +333 Timeline IEUR 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: 357 shares; 2025Q3: 357 shares; 2025Q4: 367 shares; 2026Q1: 17,528 shares 17,528 $1.23M 0.29% +17,161 Timeline EWU 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: 26,607 shares 26,607 $1.21M 0.29% new 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: 1,646 shares; 2024Q4: 1,707 shares; 2025Q1: 1,665 shares; 2025Q2: 1,664 shares; 2025Q3: 6,145 shares; 2025Q4: 6,067 shares; 2026Q1: 6,069 shares 6,069 $1.18M 0.28% +2 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: 1,418 shares; 2024Q4: 1,343 shares; 2025Q1: 1,551 shares; 2025Q2: 3,300 shares; 2025Q3: 6,570 shares; 2025Q4: 6,241 shares; 2026Q1: 6,826 shares 6,826 $1.16M 0.27% +585 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: 3,978 shares; 2024Q4: 3,864 shares; 2025Q1: 4,220 shares; 2025Q2: 4,305 shares; 2025Q3: 4,128 shares; 2025Q4: 4,082 shares; 2026Q1: 3,762 shares 3,762 $1.14M 0.27% -320 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: 396 shares; 2024Q4: 715 shares; 2025Q1: 396 shares; 2025Q2: 451 shares; 2025Q3: 3,682 shares; 2025Q4: 9,050 shares; 2026Q1: 17,264 shares 17,264 $1.11M 0.26% +8,214 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: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 641 shares; 2025Q3: 640 shares; 2025Q4: 7,542 shares; 2026Q1: 7,500 shares 7,500 $1.04M 0.24% -42 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: 1,532 shares; 2024Q4: 2,525 shares; 2025Q1: 1,698 shares; 2025Q2: 1,626 shares; 2025Q3: 1,618 shares; 2025Q4: 1,644 shares; 2026Q1: 1,627 shares 1,627 $931K 0.22% -17 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: 392 shares; 2024Q4: 496 shares; 2025Q1: 578 shares; 2025Q2: 1,583 shares; 2025Q3: 1,593 shares; 2025Q4: 1,892 shares; 2026Q1: 1,905 shares 1,905 $913K 0.22% +13 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: 3,142 shares; 2024Q4: 3,250 shares; 2025Q1: 3,052 shares; 2025Q2: 3,300 shares; 2025Q3: 3,551 shares; 2025Q4: 3,568 shares; 2026Q1: 3,559 shares 3,559 $870K 0.21% -9 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 36,314 shares; 2026Q1: 49,386 shares 49,386 $855K 0.2% +13,072 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: 710 shares; 2024Q4: 881 shares; 2025Q1: 545 shares; 2025Q2: 3,727 shares; 2025Q3: 3,874 shares; 2025Q4: 3,898 shares; 2026Q1: 3,874 shares 3,874 $843K 0.2% -24 Timeline IFGL 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: 220 shares; 2025Q4: 6,332 shares; 2026Q1: 35,605 shares 35,605 $796K 0.19% +29,273 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: 2,600 shares; 2024Q4: 5,306 shares; 2025Q1: 17,403 shares; 2025Q2: 19,609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,867 shares 7,867 $781K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,576 shares 15,576 $781K 0.18% new 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: 1,526 shares; 2024Q4: 2,193 shares; 2025Q1: 1,302 shares; 2025Q2: 1,492 shares; 2025Q3: 5,543 shares; 2025Q4: 5,399 shares; 2026Q1: 5,790 shares 5,790 $746K 0.18% +391 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 962 shares; 2025Q1: 923 shares; 2025Q2: 964 shares; 2025Q3: 965 shares; 2025Q4: 3,089 shares; 2026Q1: 14,497 shares 14,497 $730K 0.17% +11,408 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: 1,884 shares; 2024Q4: 1,898 shares; 2025Q1: 2,056 shares; 2025Q2: 1,909 shares; 2025Q3: 1,899 shares; 2025Q4: 1,958 shares; 2026Q1: 2,082 shares 2,082 $704K 0.17% +124 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: 86 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 1,274 shares; 2025Q4: 2,385 shares; 2026Q1: 3,948 shares 3,948 $697K 0.16% +1,563 Timeline VSS 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: 29 shares; 2025Q2: 3,622 shares; 2025Q3: 3,667 shares; 2025Q4: 3,667 shares; 2026Q1: 4,704 shares 4,704 $686K 0.16% +1,037 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 13,985 shares; 2025Q1: 7,176 shares; 2025Q2: 7,076 shares; 2025Q3: 7,056 shares; 2025Q4: 7,056 shares; 2026Q1: 7,056 shares 7,056 $684K 0.16% 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: 2,325 shares; 2024Q4: 2,627 shares; 2025Q1: 2,373 shares; 2025Q2: 2,862 shares; 2025Q3: 3,294 shares; 2025Q4: 3,008 shares; 2026Q1: 3,173 shares 3,173 $682K 0.16% +165 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: 597 shares; 2024Q4: 735 shares; 2025Q1: 624 shares; 2025Q2: 1,332 shares; 2025Q3: 1,459 shares; 2025Q4: 1,824 shares; 2026Q1: 5,006 shares 5,006 $674K 0.16% +3,182 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: 293 shares; 2024Q4: 209 shares; 2025Q1: 4,322 shares; 2025Q2: 4,582 shares; 2025Q3: 3,909 shares; 2025Q4: 1,496 shares; 2026Q1: 1,507 shares 1,507 $658K 0.16% +11 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,794 shares 21,794 $626K 0.15% new 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: 643 shares; 2024Q4: 582 shares; 2025Q1: 574 shares; 2025Q2: 582 shares; 2025Q3: 480 shares; 2025Q4: 542 shares; 2026Q1: 677 shares 677 $623K 0.15% +135 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: 2,832 shares; 2024Q4: 2,846 shares; 2025Q1: 2,887 shares; 2025Q2: 3,186 shares; 2025Q3: 3,218 shares; 2025Q4: 5,065 shares; 2026Q1: 3,198 shares 3,198 $617K 0.15% -1,867 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 439 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,777 shares 5,777 $616K 0.15% new Timeline ESML 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: 31,776 shares; 2024Q4: 32,821 shares; 2025Q1: 26,336 shares; 2025Q2: 21,691 shares; 2025Q3: 14,168 shares; 2025Q4: 13,987 shares; 2026Q1: 12,883 shares 12,883 $606K 0.14% -1,104 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: 1,098 shares; 2024Q4: 1,074 shares; 2025Q1: 1,061 shares; 2025Q2: 1,062 shares; 2025Q3: 1,117 shares; 2025Q4: 1,123 shares; 2026Q1: 1,717 shares 1,717 $604K 0.14% +594 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: 4,455 shares; 2025Q2: 8,365 shares; 2025Q3: 12,285 shares; 2025Q4: 11,325 shares; 2026Q1: 5,924 shares 5,924 $596K 0.14% -5,401 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: 1,135 shares; 2024Q4: 1,024 shares; 2025Q1: 800 shares; 2025Q2: 1,132 shares; 2025Q3: 1,092 shares; 2025Q4: 1,050 shares; 2026Q1: 3,145 shares 3,145 $574K 0.14% +2,095 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: 219 shares; 2025Q1: 371 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 122 shares; 2026Q1: 2,625 shares 2,625 $561K 0.13% +2,503 Timeline IYR 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: 0 shares; 2025Q2: 1,332 shares; 2025Q3: 2,757 shares; 2025Q4: 2,978 shares; 2026Q1: 5,751 shares 5,751 $544K 0.13% +2,773 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: 82 shares; 2024Q4: not reported; 2025Q1: 3,627 shares; 2025Q2: 3,753 shares; 2025Q3: 1,401 shares; 2025Q4: 973 shares; 2026Q1: 1,759 shares 1,759 $505K 0.12% +786 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 163 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 154 shares; 2025Q4: 170 shares; 2026Q1: 119 shares 119 $502K 0.12% -51 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: 904 shares; 2024Q4: 1,182 shares; 2025Q1: 1,038 shares; 2025Q2: 1,352 shares; 2025Q3: 1,449 shares; 2025Q4: 4,319 shares; 2026Q1: 1,595 shares 1,595 $494K 0.12% -2,724 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: 893 shares; 2024Q4: 172 shares; 2025Q1: 970 shares; 2025Q2: 953 shares; 2025Q3: 1,329 shares; 2025Q4: 1,347 shares; 2026Q1: 1,738 shares 1,738 $493K 0.12% +391 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,372 shares; 2025Q4: 13,680 shares; 2026Q1: 13,739 shares 13,739 $480K 0.11% +59 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: 2,669 shares; 2024Q4: 5,338 shares; 2025Q1: 15,505 shares; 2025Q2: 20,061 shares; 2025Q3: 17,863 shares; 2025Q4: 15,242 shares; 2026Q1: 18,420 shares 18,420 $456K 0.11% +3,178 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 22,099 shares; 2025Q2: 24,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares 5,693 $451K 0.11% new 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: 3,682 shares; 2024Q4: 3,691 shares; 2025Q1: 3,819 shares; 2025Q2: 4,151 shares; 2025Q3: 4,357 shares; 2025Q4: 5,190 shares; 2026Q1: 6,346 shares 6,346 $443K 0.1% +1,156 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: 31 shares; 2024Q4: 24 shares; 2025Q1: 20 shares; 2025Q2: 15 shares; 2025Q3: 16 shares; 2025Q4: 17 shares; 2026Q1: 288 shares 288 $425K 0.1% +271 Timeline KSTR KRANESHARES TRUST More: the full row for KRANESHARES 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: 23,222 shares 23,222 $425K 0.1% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,907 shares; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: 12,441 shares 12,441 $423K 0.1% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 2,239 shares; 2025Q1: 10,808 shares; 2025Q2: 9,338 shares; 2025Q3: 3,236 shares; 2025Q4: 2,952 shares; 2026Q1: 2,911 shares 2,911 $415K 0.1% -41 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: 560 shares; 2024Q4: 594 shares; 2025Q1: 630 shares; 2025Q2: 755 shares; 2025Q3: 1,929 shares; 2025Q4: 1,935 shares; 2026Q1: 1,994 shares 1,994 $413K 0.1% +59 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: 222 shares; 2024Q4: 98 shares; 2025Q1: 165 shares; 2025Q2: 106 shares; 2025Q3: 2,097 shares; 2025Q4: 2,104 shares; 2026Q1: 2,109 shares 2,109 $400K 0.09% +5 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: 121 shares; 2024Q4: 137 shares; 2025Q1: 131 shares; 2025Q2: 86 shares; 2025Q3: 1,540 shares; 2025Q4: 1,541 shares; 2026Q1: 1,531 shares 1,531 $399K 0.09% -10 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: 540 shares; 2024Q4: 911 shares; 2025Q1: 526 shares; 2025Q2: 543 shares; 2025Q3: 557 shares; 2025Q4: 560 shares; 2026Q1: 652 shares 652 $395K 0.09% +92 Timeline IEV 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 shares; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 343 shares; 2025Q4: 3,451 shares; 2026Q1: 5,735 shares 5,735 $390K 0.09% +2,284 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 3,290 shares; 2025Q3: 3,522 shares; 2025Q4: 3,516 shares; 2026Q1: 3,364 shares 3,364 $381K 0.09% -152 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,708 shares; 2025Q3: 1,725 shares; 2025Q4: 2,174 shares; 2026Q1: 2,207 shares 2,207 $380K 0.09% +33 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 358 shares; 2026Q1: 2,601 shares 2,601 $368K 0.09% +2,243 Timeline EEM 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: 135 shares; 2025Q1: 931 shares; 2025Q2: 135 shares; 2025Q3: 438 shares; 2025Q4: 5,742 shares; 2026Q1: 6,463 shares 6,463 $367K 0.09% +721 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: 1,465 shares; 2024Q4: 1,483 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,478 shares; 2025Q4: 1,481 shares; 2026Q1: 1,555 shares 1,555 $357K 0.08% +74 Timeline EWZ 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: 9,236 shares 9,236 $355K 0.08% new Timeline AVSE 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: not reported; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 5,286 shares 5,286 $352K 0.08% +5,268 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,218 shares 4,218 $348K 0.08% new Timeline MGK 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: 161 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 929 shares 929 $341K 0.08% +82 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: 705 shares; 2024Q4: 720 shares; 2025Q1: 716 shares; 2025Q2: 715 shares; 2025Q3: 716 shares; 2025Q4: 735 shares; 2026Q1: 731 shares 731 $337K 0.08% -4 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: 171 shares; 2024Q4: 47 shares; 2025Q1: 174 shares; 2025Q2: 192 shares; 2025Q3: 194 shares; 2025Q4: 198 shares; 2026Q1: 396 shares 396 $336K 0.08% +198 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: 795 shares; 2024Q4: 1,032 shares; 2025Q1: 1,021 shares; 2025Q2: 1,416 shares; 2025Q3: 3,605 shares; 2025Q4: 3,312 shares; 2026Q1: 3,465 shares 3,465 $334K 0.08% +153 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: 1,221 shares; 2024Q4: 1,656 shares; 2025Q1: 1,368 shares; 2025Q2: 1,468 shares; 2025Q3: 1,469 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares 1,334 $331K 0.08% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,017 shares; 2025Q1: 986 shares; 2025Q2: 947 shares; 2025Q3: 978 shares; 2025Q4: 980 shares; 2026Q1: 982 shares 982 $321K 0.08% +2 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: 607 shares; 2024Q4: 842 shares; 2025Q1: 462 shares; 2025Q2: 523 shares; 2025Q3: 626 shares; 2025Q4: 1,006 shares; 2026Q1: 938 shares 938 $309K 0.07% -68 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: 225 shares; 2024Q4: 238 shares; 2025Q1: 243 shares; 2025Q2: 246 shares; 2025Q3: 340 shares; 2025Q4: 350 shares; 2026Q1: 353 shares 353 $308K 0.07% +3 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 55,900 shares; 2026Q1: 12,403 shares 12,403 $301K 0.07% -43,497 Timeline OEF 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 640 shares; 2025Q3: 821 shares; 2025Q4: 871 shares; 2026Q1: 944 shares 944 $301K 0.07% +73 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: 29 shares; 2024Q4: 53 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 1,029 shares; 2025Q4: 1,032 shares; 2026Q1: 1,021 shares 1,021 $298K 0.07% -11 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 1,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,005 shares 6,005 $297K 0.07% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 330 shares; 2025Q1: 319 shares; 2025Q2: 224 shares; 2025Q3: 225 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $294K 0.07% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 772 shares; 2025Q4: 6,416 shares; 2026Q1: 9,100 shares 9,100 $293K 0.07% +2,684 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 666 shares; 2025Q1: 658 shares; 2025Q2: 989 shares; 2025Q3: 993 shares; 2025Q4: 1,012 shares; 2026Q1: 1,232 shares 1,232 $291K 0.07% +220 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,139 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 2,497 shares; 2026Q1: 3,211 shares 3,211 $291K 0.07% +714 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: 627 shares; 2024Q4: 1,002 shares; 2025Q1: 627 shares; 2025Q2: 660 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 627 shares 627 $290K 0.07% -31 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 3,113 shares 3,113 $290K 0.07% +119 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: 1,805 shares; 2024Q4: 3,419 shares; 2025Q1: 1,852 shares; 2025Q2: 1,928 shares; 2025Q3: 1,928 shares; 2025Q4: 1,929 shares; 2026Q1: 1,930 shares 1,930 $286K 0.07% +1 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: 1,654 shares; 2024Q4: 1,574 shares; 2025Q1: 1,242 shares; 2025Q2: 3,002 shares; 2025Q3: 3,400 shares; 2025Q4: 3,046 shares; 2026Q1: 3,652 shares 3,652 $283K 0.07% +606 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: 1,562 shares; 2024Q4: 1,799 shares; 2025Q1: 889 shares; 2025Q2: 891 shares; 2025Q3: 893 shares; 2025Q4: 741 shares; 2026Q1: 756 shares 756 $281K 0.07% +15 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: 240 shares; 2024Q4: 288 shares; 2025Q1: 252 shares; 2025Q2: 250 shares; 2025Q3: 253 shares; 2025Q4: 267 shares; 2026Q1: 281 shares 281 $281K 0.07% +14 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 642 shares; 2025Q1: 639 shares; 2025Q2: 638 shares; 2025Q3: 639 shares; 2025Q4: 641 shares; 2026Q1: 638 shares 638 $279K 0.07% -3 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: 212 shares; 2025Q1: 213 shares; 2025Q2: 786 shares; 2025Q3: 573 shares; 2025Q4: 2,328 shares; 2026Q1: 5,022 shares 5,022 $272K 0.06% +2,694 Timeline KPHO KRANESHARES TRUST More: the full row for KRANESHARES 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: 11,129 shares 11,129 $264K 0.06% new 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: 1,449 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,363 shares 3,363 $264K 0.06% new 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: 2,455 shares; 2025Q1: 2,437 shares; 2025Q2: 2,680 shares; 2025Q3: 2,687 shares; 2025Q4: 3,058 shares; 2026Q1: 2,941 shares 2,941 $264K 0.06% -117 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,074 shares; 2026Q1: 2,085 shares 2,085 $262K 0.06% +11 Timeline SPHY 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: 76,159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,039 shares 11,039 $257K 0.06% new 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: 555 shares; 2024Q4: 453 shares; 2025Q1: 419 shares; 2025Q2: 794 shares; 2025Q3: 422 shares; 2025Q4: 2,318 shares; 2026Q1: 1,257 shares 1,257 $256K 0.06% -1,061 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: 45 shares; 2024Q4: 1,329 shares; 2025Q1: 1,744 shares; 2025Q2: 1,543 shares; 2025Q3: 2,144 shares; 2025Q4: 3,748 shares; 2026Q1: 3,780 shares 3,780 $255K 0.06% +32 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: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares 2,577 $251K 0.06% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $246K 0.06% new 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: 6,845 shares; 2024Q4: 6,845 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 4,371 shares; 2025Q4: 4,371 shares; 2026Q1: 2,187 shares 2,187 $246K 0.06% -2,184 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,352 shares; 2025Q2: 5,338 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $243K 0.06% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 599 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $243K 0.06% 0 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: 238 shares; 2024Q4: 301 shares; 2025Q1: 266 shares; 2025Q2: 893 shares; 2025Q3: 1,007 shares; 2025Q4: 1,016 shares; 2026Q1: 1,001 shares 1,001 $243K 0.06% -15 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,531 shares; 2025Q1: 2,063 shares; 2025Q2: 8,483 shares; 2025Q3: 8,434 shares; 2025Q4: 8,524 shares; 2026Q1: 8,524 shares 8,524 $242K 0.06% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 8,286 shares; 2025Q1: 8,286 shares; 2025Q2: 8,636 shares; 2025Q3: 8,636 shares; 2025Q4: 8,636 shares; 2026Q1: 8,636 shares 8,636 $237K 0.06% 0 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: 166 shares; 2025Q1: 123 shares; 2025Q2: 169 shares; 2025Q3: 203 shares; 2025Q4: 924 shares; 2026Q1: 242 shares 242 $233K 0.05% -682 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 827 shares; 2025Q2: 826 shares; 2025Q3: 827 shares; 2025Q4: 839 shares; 2026Q1: 836 shares 836 $233K 0.05% -3 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: 58 shares; 2024Q4: 75 shares; 2025Q1: 67 shares; 2025Q2: 25 shares; 2025Q3: 816 shares; 2025Q4: 825 shares; 2026Q1: 823 shares 823 $230K 0.05% -2 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,179 shares 7,179 $223K 0.05% new Timeline EPI 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: 120 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares; 2026Q1: 5,452 shares 5,452 $222K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,650 shares 4,650 $221K 0.05% new 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: 827 shares; 2024Q4: 706 shares; 2025Q1: 857 shares; 2025Q2: 1,518 shares; 2025Q3: 1,387 shares; 2025Q4: 1,103 shares; 2026Q1: 1,502 shares 1,502 $217K 0.05% +399 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 540 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $217K 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 1,113 shares; 2025Q1: 1,243 shares; 2025Q2: 3,168 shares; 2025Q3: 3,654 shares; 2025Q4: 1,407 shares; 2026Q1: 4,902 shares 4,902 $216K 0.05% +3,495 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 2,365 shares; 2025Q1: 1,577 shares; 2025Q2: 1,769 shares; 2025Q3: 1,702 shares; 2025Q4: 1,430 shares; 2026Q1: 1,429 shares 1,429 $216K 0.05% -1 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: 265 shares; 2024Q4: 280 shares; 2025Q1: 274 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 367 shares; 2026Q1: 381 shares 381 $215K 0.05% +14 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: 390 shares; 2024Q4: 888 shares; 2025Q1: 2,367 shares; 2025Q2: 2,297 shares; 2025Q3: 1,167 shares; 2025Q4: 1,173 shares; 2026Q1: 1,147 shares 1,147 $214K 0.05% -26 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: 1,459 shares; 2024Q4: 1,671 shares; 2025Q1: 1,125 shares; 2025Q2: 1,204 shares; 2025Q3: 1,577 shares; 2025Q4: 1,672 shares; 2026Q1: 1,689 shares 1,689 $210K 0.05% +17 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: 169 shares; 2024Q4: 205 shares; 2025Q1: 185 shares; 2025Q2: 184 shares; 2025Q3: 285 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $209K 0.05% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,438 shares; 2024Q4: 405,109 shares; 2025Q1: 417,159 shares; 2025Q2: 54,545 shares; 2025Q3: 19,290 shares; 2025Q4: 15,700 shares; 2026Q1: 8,901 shares 8,901 $204K 0.05% -6,799 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: 2,700 shares; 2024Q4: 5,400 shares; 2025Q1: 2,700 shares; 2025Q2: 3,141 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares; 2026Q1: 4,112 shares 4,112 $203K 0.05% +320 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: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 2,714 shares; 2026Q1: 6,966 shares 6,966 $203K 0.05% +4,252 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 962 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 960 shares; 2025Q4: 917 shares; 2026Q1: 917 shares 917 $201K 0.05% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 6,071 shares 6,071 $200K 0.05% +5,608 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: 1,200 shares; 2024Q4: 2,400 shares; 2025Q1: 1,200 shares; 2025Q2: 2,338 shares; 2025Q3: 2,347 shares; 2025Q4: 2,356 shares; 2026Q1: 2,362 shares 2,362 $194K 0.05% +6 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: 827 shares; 2024Q4: 866 shares; 2025Q1: 862 shares; 2025Q2: 897 shares; 2025Q3: 972 shares; 2025Q4: 692 shares; 2026Q1: 613 shares 613 $191K 0.04% -79 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: 858 shares; 2024Q4: 817 shares; 2025Q1: 801 shares; 2025Q2: 914 shares; 2025Q3: 868 shares; 2025Q4: 894 shares; 2026Q1: 833 shares 833 $189K 0.04% -61 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: 1,089 shares; 2024Q4: 583 shares; 2025Q1: 527 shares; 2025Q2: 1,466 shares; 2025Q3: 3,499 shares; 2025Q4: 3,379 shares; 2026Q1: 3,734 shares 3,734 $187K 0.04% +355 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474 shares 474 $185K 0.04% new 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: 259 shares; 2024Q4: 777 shares; 2025Q1: 1,502 shares; 2025Q2: 1,864 shares; 2025Q3: 2,447 shares; 2025Q4: 6,846 shares; 2026Q1: 5,967 shares 5,967 $183K 0.04% -879 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,652 shares 2,652 $181K 0.04% -98 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,921 shares; 2026Q1: 1,934 shares 1,934 $180K 0.04% +13 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: 1,631 shares 1,631 $180K 0.04% +1,238 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: 451 shares; 2024Q4: 464 shares; 2025Q1: 456 shares; 2025Q2: 450 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 440 shares 440 $175K 0.04% -13 Timeline SPHQ 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 508 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares 2,263 $170K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 786 shares; 2026Q1: 797 shares 797 $168K 0.04% +11 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: 754 shares; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 2,069 shares; 2026Q1: 2,069 shares 2,069 $160K 0.04% 0 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: not reported; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,625 shares; 2025Q3: 1,838 shares; 2025Q4: 757 shares; 2026Q1: 830 shares 830 $159K 0.04% +73 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: 55 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares 528 $158K 0.04% new Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares 1,395 $156K 0.04% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 30,288 shares; 2025Q3: 30,288 shares; 2025Q4: 30,288 shares; 2026Q1: 30,288 shares 30,288 $154K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,748 shares; 2025Q3: 3,143 shares; 2025Q4: 1,445 shares; 2026Q1: 1,138 shares 1,138 $154K 0.04% -307 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,751 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,052 shares; 2025Q4: 1,053 shares; 2026Q1: 1,173 shares 1,173 $154K 0.04% +120 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 664 shares; 2025Q1: 460 shares; 2025Q2: 1,055 shares; 2025Q3: 995 shares; 2025Q4: 987 shares; 2026Q1: 988 shares 988 $151K 0.04% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,065 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares 1,412 $150K 0.04% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: 1,692 shares; 2025Q4: 1,695 shares; 2026Q1: 1,700 shares 1,700 $147K 0.03% +5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,289 shares; 2025Q1: 3,264 shares; 2025Q2: 2,874 shares; 2025Q3: 3,516 shares; 2025Q4: 3,539 shares; 2026Q1: 3,547 shares 3,547 $146K 0.03% +8 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: 118 shares; 2024Q4: 330 shares; 2025Q1: 417 shares; 2025Q2: 418 shares; 2025Q3: 419 shares; 2025Q4: 5,612 shares; 2026Q1: 5,612 shares 5,612 $144K 0.03% 0 Timeline IUSG 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: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $142K 0.03% 0 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: 263 shares; 2025Q1: 6,358 shares; 2025Q2: 1,096 shares; 2025Q3: 1,097 shares; 2025Q4: 1,123 shares; 2026Q1: 1,126 shares 1,126 $138K 0.03% +3 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: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,442 shares 1,442 $136K 0.03% +269 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 132 shares; 2025Q1: 122 shares; 2025Q2: 622 shares; 2025Q3: 623 shares; 2025Q4: 1,029 shares; 2026Q1: 1,031 shares 1,031 $135K 0.03% +2 Timeline AVA AVISTA CORP More: the full row for AVISTA 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 shares; 2026Q1: 3,347 shares 3,347 $134K 0.03% +3,345 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: not reported; 2025Q3: 783 shares; 2025Q4: 5,097 shares; 2026Q1: 5,108 shares 5,108 $134K 0.03% +11 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 72 shares; 2025Q1: 87 shares; 2025Q2: 55 shares; 2025Q3: 58 shares; 2025Q4: 321 shares; 2026Q1: 1,275 shares 1,275 $133K 0.03% +954 Timeline PKW 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $132K 0.03% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 2,025 shares; 2025Q2: 1,925 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares; 2026Q1: 1,659 shares 1,659 $131K 0.03% +33 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 55 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 46 shares; 2026Q1: 191 shares 191 $131K 0.03% +145 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 295 shares; 2025Q1: 277 shares; 2025Q2: 279 shares; 2025Q3: 2,651 shares; 2025Q4: 2,663 shares; 2026Q1: 2,669 shares 2,669 $131K 0.03% +6 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 400 shares; 2025Q2: 1,309 shares; 2025Q3: 1,424 shares; 2025Q4: 2,848 shares; 2026Q1: 2,848 shares 2,848 $131K 0.03% 0 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $130K 0.03% 0 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: 2,552 shares; 2024Q4: 1,957 shares; 2025Q1: 1,801 shares; 2025Q2: 2,960 shares; 2025Q3: 4,279 shares; 2025Q4: 4,363 shares; 2026Q1: 4,466 shares 4,466 $129K 0.03% +103 Timeline IXN 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 99 shares; 2025Q3: 177 shares; 2025Q4: 1,143 shares; 2026Q1: 1,261 shares 1,261 $126K 0.03% +118 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 648 shares; 2025Q1: 364 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,086 shares 2,086 $125K 0.03% new Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 3,437 shares 3,437 $124K 0.03% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410 shares 3,410 $122K 0.03% new Timeline FEZ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960 $122K 0.03% new Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,229 shares; 2025Q3: 6,123 shares; 2025Q4: 6,042 shares; 2026Q1: 6,042 shares 6,042 $120K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $120K 0.03% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525 $120K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,815 shares 1,815 $119K 0.03% new Timeline EWJ 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: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 1,175 shares; 2026Q1: 1,405 shares 1,405 $119K 0.03% +230 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 391 shares; 2025Q1: 452 shares; 2025Q2: 445 shares; 2025Q3: 48 shares; 2025Q4: 67 shares; 2026Q1: 1,891 shares 1,891 $115K 0.03% +1,824 Timeline VGLT 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: 339,723 shares; 2024Q4: 363,212 shares; 2025Q1: 399,905 shares; 2025Q2: 503,149 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,048 shares 2,048 $113K 0.03% new Timeline AAXJ 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: 1,155 shares 1,155 $111K 0.03% new Timeline XLB 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: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,103 shares; 2025Q4: 2,216 shares; 2026Q1: 2,225 shares 2,225 $111K 0.03% +9 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: 45 shares; 2024Q4: 38 shares; 2025Q1: 44 shares; 2025Q2: 10 shares; 2025Q3: 72 shares; 2025Q4: 75 shares; 2026Q1: 322 shares 322 $111K 0.03% +247 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,085 shares 1,085 $109K 0.03% +80 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: 275 shares; 2024Q4: 286 shares; 2025Q1: 330 shares; 2025Q2: 1,445 shares; 2025Q3: 1,703 shares; 2025Q4: 1,989 shares; 2026Q1: 1,619 shares 1,619 $107K 0.03% -370 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 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 604 shares; 2025Q4: 333 shares; 2026Q1: 352 shares 352 $106K 0.03% +19 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: 347 shares; 2024Q4: 421 shares; 2025Q1: 354 shares; 2025Q2: 458 shares; 2025Q3: 439 shares; 2025Q4: 755 shares; 2026Q1: 1,055 shares 1,055 $106K 0.02% +300 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 261 shares; 2025Q1: 299 shares; 2025Q2: 379 shares; 2025Q3: 595 shares; 2025Q4: 639 shares; 2026Q1: 631 shares 631 $104K 0.02% -8 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: 820 shares; 2024Q4: 999 shares; 2025Q1: 843 shares; 2025Q2: 884 shares; 2025Q3: 1,146 shares; 2025Q4: 1,516 shares; 2026Q1: 421 shares 421 $102K 0.02% -1,095 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 893 shares; 2025Q1: 896 shares; 2025Q2: 1,554 shares; 2025Q3: 1,559 shares; 2025Q4: 1,563 shares; 2026Q1: 1,867 shares 1,867 $102K 0.02% +304 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: not reported; 2026Q1: 2,250 shares 2,250 $100K 0.02% new Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 222 shares; 2026Q1: 1,712 shares 1,712 $99.7K 0.02% +1,490 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: 1,024 shares; 2024Q4: 1,074 shares; 2025Q1: 1,024 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,032 shares; 2026Q1: 1,062 shares 1,062 $98.5K 0.02% +30 Timeline ICVT 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: 1,271 shares; 2024Q4: 1,276 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares 959 $97.7K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 944 shares 944 $97.6K 0.02% 0 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: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 228 shares 228 $97.2K 0.02% +74 Timeline VGSH 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: 1,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635 $95.7K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 180 shares; 2025Q1: 178 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 178 shares; 2026Q1: 177 shares 177 $95.4K 0.02% -1 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,771 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares 1,371 $95K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 600 shares; 2025Q1: 300 shares; 2025Q2: 647 shares; 2025Q3: 777 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $94.9K 0.02% 0 Timeline DFE 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 1,325 shares; 2026Q1: 1,321 shares 1,321 $94.8K 0.02% -4 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT 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: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 739 shares 739 $94.2K 0.02% new 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: 1,683 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares 1,658 $93.8K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares 1,984 $93.1K 0.02% 0 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 4,108 shares; 2025Q3: 4,108 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares 4,108 $91.4K 0.02% 0 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: 127 shares; 2024Q4: 43 shares; 2025Q1: 30 shares; 2025Q2: 265 shares; 2025Q3: 30 shares; 2025Q4: 2,429 shares; 2026Q1: 438 shares 438 $90.9K 0.02% -1,991 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: 418 shares; 2024Q4: 612 shares; 2025Q1: 376 shares; 2025Q2: 1,514 shares; 2025Q3: 213 shares; 2025Q4: 486 shares; 2026Q1: 329 shares 329 $89.2K 0.02% -157 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 969 shares; 2026Q1: 967 shares 967 $88K 0.02% -2 Timeline CWB 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: 1,911 shares; 2024Q4: 2,370 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares 935 $85.6K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 915 shares; 2025Q1: 934 shares; 2025Q2: 1,001 shares; 2025Q3: 1,002 shares; 2025Q4: 1,011 shares; 2026Q1: 1,017 shares 1,017 $85.2K 0.02% +6 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 3,312 shares; 2025Q1: 1,863 shares; 2025Q2: 1,390 shares; 2025Q3: 1,669 shares; 2025Q4: 1,602 shares; 2026Q1: 1,498 shares 1,498 $84.9K 0.02% -104 Timeline PPH 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: not reported; 2025Q2: 2,833 shares; 2025Q3: 1,986 shares; 2025Q4: 4,026 shares; 2026Q1: 811 shares 811 $84.3K 0.02% -3,215 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 787 shares; 2025Q1: 782 shares; 2025Q2: 758 shares; 2025Q3: 748 shares; 2025Q4: 915 shares; 2026Q1: 350 shares 350 $84.1K 0.02% -565 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,656 shares 1,656 $82.7K 0.02% new 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: 1,022 shares; 2024Q4: 433 shares; 2025Q1: 910 shares; 2025Q2: 1,480 shares; 2025Q3: 1,186 shares; 2025Q4: 1,279 shares; 2026Q1: 1,086 shares 1,086 $82.6K 0.02% -193 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: 32 shares; 2024Q4: 64 shares; 2025Q1: 2,085 shares; 2025Q2: 1,931 shares; 2025Q3: 55 shares; 2025Q4: 200 shares; 2026Q1: 378 shares 378 $82.1K 0.02% +178 Timeline VFH 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: 0 shares; 2024Q4: 58 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 130 shares; 2025Q4: 679 shares; 2026Q1: 672 shares 672 $81.2K 0.02% -7 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065 $79.3K 0.02% 0 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: 826 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $79.3K 0.02% 0 Timeline SPYM 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: 989 shares; 2024Q4: 992 shares; 2025Q1: 996 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 1,004 shares; 2026Q1: 1,006 shares 1,006 $77.1K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares 1,440 $75.7K 0.02% new 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: 837 shares; 2024Q4: 1,316 shares; 2025Q1: 448 shares; 2025Q2: 450 shares; 2025Q3: 755 shares; 2025Q4: 768 shares; 2026Q1: 774 shares 774 $74.8K 0.02% +6 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: 584 shares; 2024Q4: 1,079 shares; 2025Q1: 807 shares; 2025Q2: 827 shares; 2025Q3: 815 shares; 2025Q4: 772 shares; 2026Q1: 507 shares 507 $74.7K 0.02% -265 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: 453 shares; 2024Q4: 467 shares; 2025Q1: 453 shares; 2025Q2: 488 shares; 2025Q3: 583 shares; 2025Q4: 424 shares; 2026Q1: 730 shares 730 $74.6K 0.02% +306 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 286 shares; 2025Q1: 272 shares; 2025Q2: 271 shares; 2025Q3: 386 shares; 2025Q4: 400 shares; 2026Q1: 410 shares 410 $73.9K 0.02% +10 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $73.7K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares 1,595 $73.7K 0.02% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 2,076 shares 2,076 $73.5K 0.02% +1,694 Timeline GOVT 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: 16,630 shares; 2025Q2: 25,109 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,157 shares 3,157 $72.3K 0.02% new Timeline URTH 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: 408 shares; 2024Q4: 408 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $72K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares 485 $70.3K 0.02% new Timeline IYW 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: 136 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386 $70.1K 0.02% 0 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: 9,301 shares; 2024Q4: 3,644 shares; 2025Q1: 1,094 shares; 2025Q2: 1,661 shares; 2025Q3: 1,638 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $69.6K 0.02% 0 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: 95 shares; 2024Q4: 236 shares; 2025Q1: 96 shares; 2025Q2: 95 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $69.5K 0.02% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 2,860 shares 2,860 $67.9K 0.02% new 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: 957 shares; 2025Q3: 957 shares; 2025Q4: 725 shares; 2026Q1: 723 shares 723 $67.6K 0.02% -2 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: not reported; 2024Q4: 1,660 shares; 2025Q1: 401 shares; 2025Q2: 524 shares; 2025Q3: 525 shares; 2025Q4: 2,334 shares; 2026Q1: 2,294 shares 2,294 $66.8K 0.02% -40 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares; 2026Q1: 3,454 shares 3,454 $66.7K 0.02% 0 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: 486 shares; 2024Q4: 486 shares; 2025Q1: 691 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $66.6K 0.02% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $66K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,237 shares; 2024Q4: 24,137 shares; 2025Q1: 20,207 shares; 2025Q2: 20,404 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $65.9K 0.02% new 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: 882 shares; 2024Q4: 368 shares; 2025Q1: 340 shares; 2025Q2: 229 shares; 2025Q3: 419 shares; 2025Q4: 455 shares; 2026Q1: 546 shares 546 $65.7K 0.02% +91 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: 5,065 shares; 2024Q4: 5,470 shares; 2025Q1: 5,605 shares; 2025Q2: 7,935 shares; 2025Q3: 4,372 shares; 2025Q4: 697 shares; 2026Q1: 238 shares 238 $65K 0.02% -459 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 34 shares; 2025Q1: 32 shares; 2025Q2: 20 shares; 2025Q3: 81 shares; 2025Q4: 72 shares; 2026Q1: 71 shares 71 $64.4K 0.02% -1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,217 shares 1,217 $64.2K 0.02% +17 Timeline VMBS 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: 680 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares 1,364 $64K 0.02% new Timeline MCHI 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: 1,132 shares 1,132 $63.6K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 56 shares; 2025Q1: 78 shares; 2025Q2: 46 shares; 2025Q3: 712 shares; 2025Q4: 715 shares; 2026Q1: 716 shares 716 $63.4K 0.01% +1 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 433 shares; 2025Q1: 435 shares; 2025Q2: 436 shares; 2025Q3: 439 shares; 2025Q4: 440 shares; 2026Q1: 441 shares 441 $63.1K 0.01% +1 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 368 shares; 2025Q1: 604 shares; 2025Q2: 540 shares; 2025Q3: 542 shares; 2025Q4: 549 shares; 2026Q1: 479 shares 479 $62.8K 0.01% -70 Timeline DMXF 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: 255 shares; 2025Q3: 255 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $62.7K 0.01% 0 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: 100 shares; 2024Q4: 400 shares; 2025Q1: 926 shares; 2025Q2: 599 shares; 2025Q3: 600 shares; 2025Q4: 885 shares; 2026Q1: 884 shares 884 $62.1K 0.01% -1 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,246 shares 1,246 $61.6K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 356 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 461 shares; 2025Q4: 468 shares; 2026Q1: 422 shares 422 $61.4K 0.01% -46 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 985 shares 985 $61.4K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 909 shares; 2026Q1: 862 shares 862 $61.3K 0.01% -47 Timeline AVDE 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: not reported; 2025Q3: not reported; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $61.2K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 293 shares; 2025Q1: 295 shares; 2025Q2: 776 shares; 2025Q3: 493 shares; 2025Q4: 990 shares; 2026Q1: 993 shares 993 $60.9K 0.01% +3 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 357 shares; 2025Q1: 347 shares; 2025Q2: 345 shares; 2025Q3: 244 shares; 2025Q4: 248 shares; 2026Q1: 249 shares 249 $60.6K 0.01% +1 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: 571 shares; 2024Q4: 847 shares; 2025Q1: 833 shares; 2025Q2: 953 shares; 2025Q3: 948 shares; 2025Q4: 965 shares; 2026Q1: 585 shares 585 $60.1K 0.01% -380 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $60.1K 0.01% 0 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: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,405 shares 1,405 $59.8K 0.01% +9 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: 870 shares; 2024Q4: 939 shares; 2025Q1: 1,030 shares; 2025Q2: 911 shares; 2025Q3: 1,007 shares; 2025Q4: 1,022 shares; 2026Q1: 427 shares 427 $59.6K 0.01% -595 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: 511 shares; 2024Q4: 905 shares; 2025Q1: 534 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 429 shares; 2026Q1: 433 shares 433 $59K 0.01% +4 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 127 shares; 2025Q1: 141 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 332 shares; 2026Q1: 519 shares 519 $57.8K 0.01% +187 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: 204 shares; 2024Q4: 204 shares; 2025Q1: 3,330 shares; 2025Q2: 3,111 shares; 2025Q3: 2,653 shares; 2025Q4: 1,103 shares; 2026Q1: 437 shares 437 $57.8K 0.01% -666 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 99 shares; 2026Q1: 116 shares 116 $57.7K 0.01% +17 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 559 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 559 shares 559 $57.5K 0.01% -1 Timeline DFIS 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: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares 1,702 $57.3K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares 2,049 $57.1K 0.01% 0 Timeline EFV 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: 129 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 133 shares; 2025Q3: 134 shares; 2025Q4: 459 shares; 2026Q1: 764 shares 764 $56.9K 0.01% +305 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: 75 shares; 2024Q4: 94 shares; 2025Q1: 87 shares; 2025Q2: 12 shares; 2025Q3: 1,008 shares; 2025Q4: 1,010 shares; 2026Q1: 1,011 shares 1,011 $55.9K 0.01% +1 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 938 shares 938 $55.9K 0.01% new 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: 63 shares; 2024Q4: 197 shares; 2025Q1: 153 shares; 2025Q2: 178 shares; 2025Q3: 179 shares; 2025Q4: 197 shares; 2026Q1: 183 shares 183 $55.4K 0.01% -14 Timeline IWY 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 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 226 shares; 2025Q4: 222 shares; 2026Q1: 221 shares 221 $55.2K 0.01% -1 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: 48 shares; 2025Q4: 711 shares; 2026Q1: 816 shares 816 $54.7K 0.01% +105 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: 533 shares; 2024Q4: 120 shares; 2025Q1: 84 shares; 2025Q2: 141 shares; 2025Q3: 99 shares; 2025Q4: 772 shares; 2026Q1: 109 shares 109 $54.3K 0.01% -663 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: 1,813 shares; 2024Q4: 331 shares; 2025Q1: 326 shares; 2025Q2: 1,629 shares; 2025Q3: 328 shares; 2025Q4: 501 shares; 2026Q1: 343 shares 343 $53.3K 0.01% -158 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $53.1K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 120 shares; 2025Q1: 78 shares; 2025Q2: 185 shares; 2025Q3: 427 shares; 2025Q4: 434 shares; 2026Q1: 447 shares 447 $53.1K 0.01% +13 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 312 shares; 2025Q1: 287 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 152 shares; 2026Q1: 156 shares 156 $53K 0.01% +4 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: 3,273 shares; 2024Q4: 332 shares; 2025Q1: 308 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 324 shares; 2026Q1: 331 shares 331 $52.9K 0.01% +7 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 210 shares 210 $52K 0.01% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 980 shares; 2025Q4: 986 shares; 2026Q1: 991 shares 991 $51.9K 0.01% +5 Timeline EPP 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: 55 shares; 2025Q4: 842 shares; 2026Q1: 975 shares 975 $51.8K 0.01% +133 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 247 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $51.1K 0.01% 0 Timeline IGOV 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 1,845 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares 1,239 $50.9K 0.01% new Timeline VUSB 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: 1,018 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,018 shares 1,018 $50.7K 0.01% new Timeline USXF 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: 907 shares; 2026Q1: 907 shares 907 $50.1K 0.01% 0 Timeline XLY 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: 327 shares; 2024Q4: 527 shares; 2025Q1: 327 shares; 2025Q2: 326 shares; 2025Q3: 327 shares; 2025Q4: 654 shares; 2026Q1: 453 shares 453 $49.5K 0.01% -201 Timeline IXC 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: 842 shares; 2026Q1: 849 shares 849 $48.9K 0.01% +7 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: 677 shares; 2024Q4: 35 shares; 2025Q1: 602 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 572 shares 572 $48.8K 0.01% +2 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: 850 shares; 2024Q4: 723 shares; 2025Q1: 847 shares; 2025Q2: 712 shares; 2025Q3: 708 shares; 2025Q4: 560 shares; 2026Q1: 559 shares 559 $48.5K 0.01% -1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 772 shares; 2025Q1: 775 shares; 2025Q2: 1,000 shares; 2025Q3: 1,004 shares; 2025Q4: 223 shares; 2026Q1: 222 shares 222 $47.6K 0.01% -1 Timeline NUMG 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: not reported; 2024Q4: not reported; 2025Q1: 2,963 shares; 2025Q2: 2,995 shares; 2025Q3: 2,665 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157 $47.5K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 608 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551 $46.8K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 381 shares; 2025Q1: 350 shares; 2025Q2: 132 shares; 2025Q3: 134 shares; 2025Q4: 143 shares; 2026Q1: 780 shares 780 $45.9K 0.01% +637 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: 0 shares; 2025Q3: not reported; 2025Q4: 158 shares; 2026Q1: 191 shares 191 $45.8K 0.01% +33 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 163 shares; 2025Q1: 149 shares; 2025Q2: 150 shares; 2025Q3: 335 shares; 2025Q4: 342 shares; 2026Q1: 349 shares 349 $45.8K 0.01% +7 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 128 shares; 2025Q1: 105 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 223 shares; 2026Q1: 230 shares 230 $45.6K 0.01% +7 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: 290 shares; 2024Q4: 315 shares; 2025Q1: 292 shares; 2025Q2: 291 shares; 2025Q3: 289 shares; 2025Q4: 290 shares; 2026Q1: 262 shares 262 $45.5K 0.01% -28 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $45.4K 0.01% 0 Timeline SIL 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: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $45K 0.01% 0 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: 258 shares; 2024Q4: 125 shares; 2025Q1: 77 shares; 2025Q2: 31 shares; 2025Q3: 20 shares; 2025Q4: 331 shares; 2026Q1: 338 shares 338 $44.8K 0.01% +7 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: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 116 shares 116 $44.5K 0.01% +4 Timeline XMMO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $43.8K 0.01% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares 908 $43.4K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 585 shares; 2026Q1: 595 shares 595 $43.3K 0.01% +10 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 278 shares; 2026Q1: 600 shares 600 $43K 0.01% +322 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: 390 shares; 2024Q4: 277 shares; 2025Q1: 275 shares; 2025Q2: 258 shares; 2025Q3: 260 shares; 2025Q4: 263 shares; 2026Q1: 218 shares 218 $42.8K 0.01% -45 Timeline SCHC 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: 197 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 915 shares; 2026Q1: 914 shares 914 $42.7K 0.01% -1 Timeline IEI 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: 128 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares 357 $42.4K 0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 372 shares; 2026Q1: 365 shares 365 $41.9K 0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 148 shares; 2026Q1: 133 shares 133 $41.7K 0.01% -15 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares; 2026Q1: 2,428 shares 2,428 $41.6K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 165 shares; 2025Q1: 162 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 137 shares; 2026Q1: 143 shares 143 $41.2K 0.01% +6 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 272 shares; 2025Q1: 168 shares; 2025Q2: 166 shares; 2025Q3: 319 shares; 2025Q4: 341 shares; 2026Q1: 360 shares 360 $40.9K 0.01% +19 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 311 shares; 2025Q1: 362 shares; 2025Q2: 631 shares; 2025Q3: 1,456 shares; 2025Q4: 2,712 shares; 2026Q1: 1,211 shares 1,211 $40.6K 0.01% -1,501 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 728 shares; 2026Q1: 733 shares 733 $40.5K 0.01% +5 Timeline DFSI 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: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 932 shares 932 $39.5K 0.01% +112 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,301 shares; 2025Q1: 2,035 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,950 shares; 2026Q1: 2,011 shares 2,011 $37.9K 0.01% +61 Timeline ICLN 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: 605 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 5,768 shares; 2025Q3: 5,103 shares; 2025Q4: 2,328 shares; 2026Q1: 2,036 shares 2,036 $37.3K 0.01% -292 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 1,000 shares 1,000 $37K 0.01% new 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: 32 shares; 2025Q3: 32 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $36.7K 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: 129 shares; 2024Q4: 160 shares; 2025Q1: 145 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 172 shares; 2026Q1: 174 shares 174 $36.6K 0.01% +2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 2,341 shares; 2025Q1: 1,963 shares; 2025Q2: 1,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares 751 $36.1K 0.01% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS 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: 7,927 shares; 2025Q3: 7,927 shares; 2025Q4: 7,927 shares; 2026Q1: 7,927 shares 7,927 $35.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 601 shares 601 $35.6K 0.01% new Timeline FLJH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $35.4K 0.01% 0 Timeline ESGE 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: 12 shares; 2025Q3: 12 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $35K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,516 shares; 2025Q1: 766 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 765 shares; 2026Q1: 795 shares 795 $34.8K 0.01% +30 Timeline URA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares 709 $34.4K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 496 shares; 2025Q1: 527 shares; 2025Q2: 422 shares; 2025Q3: 424 shares; 2025Q4: 459 shares; 2026Q1: 429 shares 429 $34.2K 0.01% -30 Timeline FLQL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 499 shares; 2026Q1: 500 shares 500 $33.8K 0.01% +1 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: 831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares 998 $33.5K 0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 100 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 55 shares 55 $33.1K 0.01% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 102 shares; 2025Q1: 92 shares; 2025Q2: 91 shares; 2025Q3: 467 shares; 2025Q4: 474 shares; 2026Q1: 466 shares 466 $33K 0.01% -8 Timeline DEM 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: 650 shares 650 $32.3K 0.01% new 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: 44 shares; 2024Q4: 37 shares; 2025Q1: 34 shares; 2025Q2: 12 shares; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 59 shares 59 $32.3K 0.01% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 250 shares 250 $32K 0.01% +202 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $31.8K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 413 shares 413 $31.5K 0.01% +235 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: 213 shares; 2024Q4: 117 shares; 2025Q1: 97 shares; 2025Q2: 70 shares; 2025Q3: 66 shares; 2025Q4: 80 shares; 2026Q1: 91 shares 91 $31.4K 0.01% +11 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $31.2K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares 286 $31.1K 0.01% new Timeline DFSU 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: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: 755 shares 755 $31K 0.01% +540 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 441 shares; 2025Q1: 409 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 253 shares; 2026Q1: 245 shares 245 $31K 0.01% -8 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $30.8K 0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $30.4K 0.01% 0 Timeline CXSE 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: 800 shares 800 $30.3K 0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 1,350 shares; 2025Q1: 1,925 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $30.2K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $30.1K 0.01% 0 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: 186 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 186 shares 186 $29.6K 0.01% -1 Timeline FLIN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $29.6K 0.01% 0 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: 1,889 shares; 2024Q4: 3,145 shares; 2025Q1: 375 shares; 2025Q2: 283 shares; 2025Q3: 252 shares; 2025Q4: 346 shares; 2026Q1: 317 shares 317 $29.5K 0.01% -29 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 298 shares; 2025Q1: 296 shares; 2025Q2: 229 shares; 2025Q3: 265 shares; 2025Q4: 267 shares; 2026Q1: 246 shares 246 $29.5K 0.01% -21 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 114 shares 114 $29.3K 0.01% +81 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 191 shares 191 $29.2K 0.01% -1 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares 570 $29.2K 0.01% new 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: 116 shares; 2024Q4: 187 shares; 2025Q1: 116 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 190 shares; 2026Q1: 175 shares 175 $28.9K 0.01% -15 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 725 shares 725 $28.8K 0.01% +700 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 473 shares 473 $28.6K 0.01% +211 Timeline COPP SPROTT FDS TR More: the full row for SPROTT 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: 800 shares 800 $28.6K 0.01% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $28.4K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 135 shares; 2025Q3: 133 shares; 2025Q4: 131 shares; 2026Q1: 129 shares 129 $28.3K 0.01% -2 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: 26 shares; 2024Q4: 34 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $27.9K 0.01% 0 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 346 shares; 2025Q4: 379 shares; 2026Q1: 376 shares 376 $27.1K 0.01% -3 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares 254 $27K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $26.2K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 196 shares; 2025Q1: 177 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 65 shares; 2026Q1: 72 shares 72 $26.1K 0.01% +7 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: 155 shares; 2024Q4: 195 shares; 2025Q1: 180 shares; 2025Q2: 260 shares; 2025Q3: 261 shares; 2025Q4: 192 shares; 2026Q1: 198 shares 198 $26K 0.01% +6 Timeline IBB 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: 50 shares; 2025Q2: 106 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $25.8K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 325 shares; 2025Q3: 326 shares; 2025Q4: 327 shares; 2026Q1: 326 shares 326 $25.7K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares 483 $25.7K 0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $25.4K 0.01% 0 Timeline ICF 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: 397 shares; 2024Q4: 400 shares; 2025Q1: 402 shares; 2025Q2: 404 shares; 2025Q3: 407 shares; 2025Q4: 412 shares; 2026Q1: 405 shares 405 $25.1K 0.01% -7 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 95 shares; 2026Q1: 98 shares 98 $25.1K 0.01% +3 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: 622 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares 497 $24.8K 0.01% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares 203 $24.8K 0.01% new Timeline VOE 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: 33 shares; 2024Q4: 66 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134 $24.7K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 61 shares; 2025Q1: 77 shares; 2025Q2: 37 shares; 2025Q3: 118 shares; 2025Q4: 122 shares; 2026Q1: 117 shares 117 $24.5K 0.01% -5 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 184 shares 184 $24.4K 0.01% -3 Timeline USHY 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: 2,515 shares; 2024Q4: 2,630 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 655 shares 655 $24.1K 0.01% new Timeline IWC 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: 150 shares 150 $23.9K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 303 shares; 2026Q1: 206 shares 206 $23.8K 0.01% -97 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 51 shares; 2026Q1: 277 shares 277 $22.9K 0.01% +226 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 49 shares; 2025Q3: 318 shares; 2025Q4: 47 shares; 2026Q1: 180 shares 180 $22.7K 0.01% +133 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $22.7K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 345 shares; 2025Q1: 351 shares; 2025Q2: 272 shares; 2025Q3: 396 shares; 2025Q4: 337 shares; 2026Q1: 316 shares 316 $22.5K 0.01% -21 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $22.5K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 74 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 107 shares 107 $22.4K 0.01% +77 Timeline PXH 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: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares 804 $21.6K 0.01% 0 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: 213 shares; 2024Q4: 333 shares; 2025Q1: 322 shares; 2025Q2: 248 shares; 2025Q3: 211 shares; 2025Q4: 238 shares; 2026Q1: 226 shares 226 $21.3K 0.01% -12 Timeline EDIV 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: 3,115 shares; 2025Q3: 2,771 shares; 2025Q4: 653 shares; 2026Q1: 530 shares 530 $20.9K <0.01% -123 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 303 shares; 2025Q1: 749 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 357 shares; 2026Q1: 291 shares 291 $20.9K <0.01% -66 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 243 shares 243 $20.6K <0.01% +14 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 151 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $20.6K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 100 shares; 2025Q1: 118 shares; 2025Q2: 21 shares; 2025Q3: 19 shares; 2025Q4: 117 shares; 2026Q1: 141 shares 141 $20.5K <0.01% +24 Timeline DFJ 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: 200 shares 200 $20.4K <0.01% new Timeline CVY 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: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $20.3K <0.01% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS 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: 407 shares; 2026Q1: 407 shares 407 $20.2K <0.01% 0 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: 70 shares; 2024Q4: 86 shares; 2025Q1: 80 shares; 2025Q2: 84 shares; 2025Q3: 95 shares; 2025Q4: 181 shares; 2026Q1: 47 shares 47 $20.2K <0.01% -134 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 163 shares; 2025Q1: 88 shares; 2025Q2: 431 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $20.1K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $20K <0.01% 0 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $20K <0.01% new 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: 469 shares; 2024Q4: 1,041 shares; 2025Q1: 907 shares; 2025Q2: 1,370 shares; 2025Q3: 1,072 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $19.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179 shares 179 $19.8K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $19.5K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 618 shares; 2025Q1: 629 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 618 shares; 2026Q1: 424 shares 424 $19.4K <0.01% -194 Timeline FNDA 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: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $19.4K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 26 shares; 2025Q1: 16 shares; 2025Q2: 25 shares; 2025Q3: 109 shares; 2025Q4: 101 shares; 2026Q1: 88 shares 88 $19.3K <0.01% -13 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: 218 shares; 2024Q4: 253 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 467 shares; 2026Q1: 218 shares 218 $19.2K <0.01% -249 Timeline GDX 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: not reported; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $18.8K <0.01% 0 Timeline USRT 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: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $18.6K <0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 5,000 shares 5,000 $18.2K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 230 shares 230 $18K <0.01% -40 Timeline XJR 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: 917 shares; 2025Q2: 596 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $18K <0.01% 0 Timeline DCOR 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: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $17.9K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 42 shares; 2025Q1: 39 shares; 2025Q2: 120 shares; 2025Q3: 118 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $17.9K <0.01% 0 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: 99 shares; 2024Q4: 131 shares; 2025Q1: 117 shares; 2025Q2: 47 shares; 2025Q3: 44 shares; 2025Q4: 55 shares; 2026Q1: 56 shares 56 $17.8K <0.01% +1 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $17.7K <0.01% 0 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $17.7K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 1,304 shares 1,304 $17.6K <0.01% +1,299 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 65 shares; 2025Q1: 60 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 55 shares; 2026Q1: 57 shares 57 $17.4K <0.01% +2 Timeline PRFZ 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: 102 shares; 2024Q4: 103 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 378 shares 378 $17.4K <0.01% -1 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: not reported; 2025Q1: 6 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $17.3K <0.01% new Timeline AOM 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: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $17.3K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 191 shares; 2025Q1: 224 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 238 shares; 2026Q1: 237 shares 237 $17.3K <0.01% -1 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 66 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 186 shares 186 $17.2K <0.01% +169 Timeline XLRE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418 $17.1K <0.01% new Timeline TAN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $17K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $17K <0.01% 0 Timeline DFAI 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: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $16.8K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 1 shares; 2025Q3: 1 shares; 2025Q4: 6 shares; 2026Q1: 22 shares 22 $16.5K <0.01% +16 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 46 shares; 2025Q3: 42 shares; 2025Q4: 50 shares; 2026Q1: 51 shares 51 $16.1K <0.01% +1 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $16.1K <0.01% 0 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: 55 shares; 2024Q4: 67 shares; 2025Q1: 62 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 38 shares 38 $16K <0.01% +8 Timeline FLCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $16K <0.01% new Timeline IQLT 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: 490 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 346 shares 346 $16K <0.01% +49 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: 1,831 shares; 2024Q4: 581 shares; 2025Q1: 518 shares; 2025Q2: 269 shares; 2025Q3: 162 shares; 2025Q4: 171 shares; 2026Q1: 161 shares 161 $15.9K <0.01% -10 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 52 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 65 shares; 2026Q1: 68 shares 68 $15.9K <0.01% +3 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 620 shares; 2025Q1: 551 shares; 2025Q2: 367 shares; 2025Q3: 493 shares; 2025Q4: 557 shares; 2026Q1: 567 shares 567 $15.6K <0.01% +10 Timeline PDN 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: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $15.6K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 911 shares 911 $15.6K <0.01% +5 Timeline FNDE 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $15.5K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 74 shares; 2025Q1: 94 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 75 shares; 2026Q1: 95 shares 95 $15.3K <0.01% +20 Timeline IPAC 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: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $14.8K <0.01% 0 Timeline MLPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.8K <0.01% 0 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: 124 shares; 2024Q4: 62 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 43 shares; 2025Q4: 46 shares; 2026Q1: 49 shares 49 $14.5K <0.01% +3 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION 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: 400 shares; 2025Q4: 404 shares; 2026Q1: 403 shares 403 $14.3K <0.01% -1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $14.3K <0.01% new Timeline E ENI SPA More: the full row for ENI SPA 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $14.2K <0.01% 0 Timeline BOTZ 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: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 425 shares 425 $14.1K <0.01% +394 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 278 shares; 2025Q1: 281 shares; 2025Q2: 282 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288 shares 288 $14.1K <0.01% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 537 shares; 2025Q3: 384 shares; 2025Q4: 377 shares; 2026Q1: 303 shares 303 $14K <0.01% -74 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $13.9K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 1 shares; 2025Q3: 333 shares; 2025Q4: 337 shares; 2026Q1: 335 shares 335 $13.9K <0.01% -2 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 151 shares; 2025Q1: 142 shares; 2025Q2: 412 shares; 2025Q3: 413 shares; 2025Q4: 294 shares; 2026Q1: 299 shares 299 $13.9K <0.01% +5 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 632 shares 632 $13.8K <0.01% +12 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION 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: 96 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $13.8K <0.01% 0 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: 120 shares; 2024Q4: 133 shares; 2025Q1: 118 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $13.8K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM 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: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares 1,141 $13.7K <0.01% 0 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $13.7K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares 169 $13.4K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares 145 $13.3K <0.01% new 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: 34 shares; 2024Q4: 55 shares; 2025Q1: 34 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 38 shares; 2026Q1: 40 shares 40 $13.3K <0.01% +2 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 158 shares; 2025Q3: 157 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $13.2K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 27 shares 27 $13.1K <0.01% +2 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 35 shares; 2025Q1: 32 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 22 shares; 2026Q1: 23 shares 23 $13.1K <0.01% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 188 shares; 2025Q1: 177 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 187 shares; 2026Q1: 180 shares 180 $13.1K <0.01% -7 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $13K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $13K <0.01% 0 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $12.9K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 86 shares; 2025Q1: 77 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 37 shares; 2026Q1: 47 shares 47 $12.9K <0.01% +10 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: 221 shares; 2024Q4: 192 shares; 2025Q1: 243 shares; 2025Q2: 363 shares; 2025Q3: 100 shares; 2025Q4: 99 shares; 2026Q1: 92 shares 92 $12.8K <0.01% -7 Timeline