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: 282,816 shares; 2024Q4: 862,365 shares; 2025Q1: 864,599 shares; 2025Q2: 894,919 shares; 2025Q3: 922,143 shares; 2025Q4: 926,878 shares; 2026Q1: 929,233 shares 929,233 $28.5M 11.24% +2,355 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: 44,971 shares; 2024Q4: 45,153 shares; 2025Q1: 38,411 shares; 2025Q2: 38,712 shares; 2025Q3: 38,702 shares; 2025Q4: 38,480 shares; 2026Q1: 38,235 shares 38,235 $24.9M 9.8% -245 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: 60,501 shares; 2024Q4: 60,686 shares; 2025Q1: 54,399 shares; 2025Q2: 34,496 shares; 2025Q3: 35,025 shares; 2025Q4: 35,027 shares; 2026Q1: 35,057 shares 35,057 $20.2M 7.98% +30 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: not reported; 2025Q3: 370,973 shares; 2025Q4: 407,709 shares; 2026Q1: 389,904 shares 389,904 $19.4M 7.65% -17,805 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: 76,136 shares; 2024Q4: 75,518 shares; 2025Q1: 72,451 shares; 2025Q2: 71,273 shares; 2025Q3: 60,489 shares; 2025Q4: 57,130 shares; 2026Q1: 54,583 shares 54,583 $16.9M 6.66% -2,547 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: 53,813 shares; 2024Q4: 54,085 shares; 2025Q1: 52,957 shares; 2025Q2: 52,434 shares; 2025Q3: 51,961 shares; 2025Q4: 51,337 shares; 2026Q1: 50,128 shares 50,128 $12.7M 5.01% -1,209 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: 49,761 shares; 2024Q4: 50,132 shares; 2025Q1: 49,797 shares; 2025Q2: 49,102 shares; 2025Q3: 47,049 shares; 2025Q4: 45,768 shares; 2026Q1: 43,502 shares 43,502 $12.5M 4.93% -2,266 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: 44,546 shares; 2024Q4: 44,437 shares; 2025Q1: 43,883 shares; 2025Q2: 43,537 shares; 2025Q3: 42,148 shares; 2025Q4: 41,654 shares; 2026Q1: 41,020 shares 41,020 $8.54M 3.37% -634 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: 36,125 shares; 2025Q3: 72,222 shares; 2025Q4: 74,088 shares; 2026Q1: 75,110 shares 75,110 $8.42M 3.32% +1,022 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: 23,001 shares; 2024Q4: 23,097 shares; 2025Q1: 22,858 shares; 2025Q2: 22,457 shares; 2025Q3: 22,151 shares; 2025Q4: 21,859 shares; 2026Q1: 21,386 shares 21,386 $7.92M 3.12% -473 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: 15,714 shares; 2024Q4: 16,004 shares; 2025Q1: 15,696 shares; 2025Q2: 15,597 shares; 2025Q3: 20,914 shares; 2025Q4: 20,679 shares; 2026Q1: 20,561 shares 20,561 $7.03M 2.77% -118 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: 34,358 shares; 2024Q4: 34,600 shares; 2025Q1: 34,340 shares; 2025Q2: 34,359 shares; 2025Q3: 33,532 shares; 2025Q4: 33,360 shares; 2026Q1: 33,137 shares 33,137 $6.86M 2.7% -223 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: 21,936 shares; 2024Q4: 21,949 shares; 2025Q1: 21,856 shares; 2025Q2: 21,857 shares; 2025Q3: 21,782 shares; 2025Q4: 21,599 shares; 2026Q1: 21,609 shares 21,609 $6.36M 2.51% +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: 10,795 shares; 2024Q4: 10,827 shares; 2025Q1: 11,035 shares; 2025Q2: 10,955 shares; 2025Q3: 10,815 shares; 2025Q4: 10,636 shares; 2026Q1: 10,385 shares 10,385 $6.28M 2.47% -251 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: 26,039 shares; 2024Q4: 26,008 shares; 2025Q1: 21,301 shares; 2025Q2: 21,384 shares; 2025Q3: 21,015 shares; 2025Q4: 20,869 shares; 2026Q1: 20,315 shares 20,315 $6.14M 2.42% -554 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: 25,745 shares; 2024Q4: 26,134 shares; 2025Q1: 26,141 shares; 2025Q2: 26,806 shares; 2025Q3: 27,632 shares; 2025Q4: 27,727 shares; 2026Q1: 27,685 shares 27,685 $5.7M 2.25% -42 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: 17,310 shares; 2024Q4: 17,271 shares; 2025Q1: 17,177 shares; 2025Q2: 17,137 shares; 2025Q3: 16,938 shares; 2025Q4: 17,321 shares; 2026Q1: 17,180 shares 17,180 $5.65M 2.23% -141 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: 61,423 shares; 2024Q4: 185,049 shares; 2025Q1: 186,329 shares; 2025Q2: 213,127 shares; 2025Q3: 217,636 shares; 2025Q4: 221,585 shares; 2026Q1: 219,367 shares 219,367 $5.62M 2.22% -2,218 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: 11,328 shares; 2024Q4: 11,396 shares; 2025Q1: 11,341 shares; 2025Q2: 11,354 shares; 2025Q3: 11,206 shares; 2025Q4: 11,125 shares; 2026Q1: 11,105 shares 11,105 $5.32M 2.1% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,994 shares; 2025Q4: 15,071 shares; 2026Q1: 15,159 shares 15,159 $5.12M 2.02% +88 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: 48,713 shares; 2024Q4: 193,813 shares; 2025Q1: 197,819 shares; 2025Q2: 173,759 shares; 2025Q3: 177,228 shares; 2025Q4: 179,534 shares; 2026Q1: 154,159 shares 154,159 $4.49M 1.77% -25,375 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: 126,579 shares; 2024Q4: 125,824 shares; 2025Q1: 125,144 shares; 2025Q2: 126,401 shares; 2025Q3: 131,391 shares; 2025Q4: 126,183 shares; 2026Q1: 126,573 shares 126,573 $3.55M 1.4% +390 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,572 shares; 2024Q4: 35,567 shares; 2025Q1: 35,698 shares; 2025Q2: 35,806 shares; 2025Q3: 36,054 shares; 2025Q4: 35,586 shares; 2026Q1: 35,909 shares 35,909 $3.51M 1.38% +323 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: 20,680 shares; 2024Q4: 20,477 shares; 2025Q1: 20,322 shares; 2025Q2: 20,379 shares; 2025Q3: 20,671 shares; 2025Q4: 20,214 shares; 2026Q1: 20,275 shares 20,275 $3.15M 1.24% +61 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: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,462 shares; 2025Q3: 2,386 shares; 2025Q4: 2,311 shares; 2026Q1: 13,563 shares 13,563 $2.37M 0.93% +11,252 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: 25,772 shares; 2024Q4: 26,176 shares; 2025Q1: 26,285 shares; 2025Q2: 26,421 shares; 2025Q3: 26,733 shares; 2025Q4: 26,353 shares; 2026Q1: 26,501 shares 26,501 $2.17M 0.85% +148 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: not reported; 2024Q4: not reported; 2025Q1: 6,552 shares; 2025Q2: 6,518 shares; 2025Q3: 6,552 shares; 2025Q4: 6,699 shares; 2026Q1: 6,692 shares 6,692 $2.02M 0.8% -7 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: 2,915 shares; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares 2,915 $1.35M 0.53% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 3,390 shares; 2026Q1: 3,324 shares 3,324 $1.27M 0.5% -66 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: 21,566 shares; 2024Q4: 21,422 shares; 2025Q1: 21,834 shares; 2025Q2: 22,767 shares; 2025Q3: 23,082 shares; 2025Q4: 23,406 shares; 2026Q1: 23,026 shares 23,026 $1.14M 0.45% -380 Timeline VIS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares 3,074 $960K 0.38% new 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: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 1,872 shares; 2025Q4: 1,974 shares; 2026Q1: 2,024 shares 2,024 $871K 0.34% +50 Timeline FLRN 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: 24,110 shares; 2024Q4: 24,110 shares; 2025Q1: 24,278 shares; 2025Q2: 24,278 shares; 2025Q3: 24,278 shares; 2025Q4: 24,278 shares; 2026Q1: 24,278 shares 24,278 $747K 0.29% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $616K 0.24% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO 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: 7,317 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares 7,317 $532K 0.21% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,861 shares; 2025Q1: 3,867 shares; 2025Q2: 4,167 shares; 2025Q3: 4,167 shares; 2025Q4: 4,167 shares; 2026Q1: 4,167 shares 4,167 $518K 0.2% 0 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP 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: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $503K 0.2% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $447K 0.18% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,812 shares; 2026Q1: 3,812 shares 3,812 $394K 0.16% 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: 13,046 shares; 2024Q4: 13,118 shares; 2025Q1: 13,530 shares; 2025Q2: 14,967 shares; 2025Q3: 3,053 shares; 2025Q4: 6,106 shares; 2026Q1: 6,106 shares 6,106 $374K 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820 shares; 2025Q1: 831 shares; 2025Q2: 886 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $367K 0.14% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $351K 0.14% new 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: 4,517 shares; 2024Q4: 4,517 shares; 2025Q1: 4,517 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares; 2025Q4: 4,517 shares; 2026Q1: 4,517 shares 4,517 $350K 0.14% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,490 shares; 2026Q1: 2,422 shares 2,422 $308K 0.12% -68 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,171 shares; 2024Q4: 170,243 shares; 2025Q1: 169,482 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 4,370 shares 4,370 $307K 0.12% -1,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $251K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares; 2026Q1: 1,781 shares 1,781 $233K 0.09% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $226K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $207K 0.08% 0 Timeline