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: 691,526 shares; 2024Q4: 719,929 shares; 2025Q1: 750,285 shares; 2025Q2: 855,769 shares; 2025Q3: 891,343 shares; 2025Q4: 891,706 shares; 2026Q1: 936,608 shares 936,608 $71.7M 8.56% +44,902 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: 161,752 shares; 2024Q4: 514,785 shares; 2025Q1: 541,118 shares; 2025Q2: 584,927 shares; 2025Q3: 1,025,322 shares; 2025Q4: 1,036,270 shares; 2026Q1: 1,047,751 shares 1,047,751 $29.2M 3.49% +11,481 Timeline IHDG 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: 583,145 shares; 2024Q4: 621,379 shares; 2025Q1: 685,569 shares; 2025Q2: 729,543 shares; 2025Q3: 575,459 shares; 2025Q4: 587,576 shares; 2026Q1: 586,867 shares 586,867 $28.3M 3.38% -709 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,019 shares; 2024Q4: 259,531 shares; 2025Q1: 276,976 shares; 2025Q2: 274,452 shares; 2025Q3: 280,106 shares; 2025Q4: 276,403 shares; 2026Q1: 278,883 shares 278,883 $27.3M 3.26% +2,480 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: 8,424 shares; 2024Q4: 8,494 shares; 2025Q1: 8,754 shares; 2025Q2: 9,689 shares; 2025Q3: 11,121 shares; 2025Q4: 10,695 shares; 2026Q1: 108,554 shares 108,554 $25.8M 3.08% +97,859 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,832 shares; 2025Q1: 20,740 shares; 2025Q2: 20,979 shares; 2025Q3: 21,574 shares; 2025Q4: 22,940 shares; 2026Q1: 34,602 shares 34,602 $20.7M 2.47% +11,662 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,572 shares; 2024Q4: 346,977 shares; 2025Q1: 353,368 shares; 2025Q2: 366,150 shares; 2025Q3: 383,456 shares; 2025Q4: 383,744 shares; 2026Q1: 393,120 shares 393,120 $20M 2.39% +9,376 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: 23,729 shares; 2024Q4: 26,936 shares; 2025Q1: 33,043 shares; 2025Q2: 38,302 shares; 2025Q3: 38,525 shares; 2025Q4: 38,034 shares; 2026Q1: 42,822 shares 42,822 $18.7M 2.23% +4,788 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: 256,734 shares; 2024Q4: 268,427 shares; 2025Q1: 230,672 shares; 2025Q2: 235,459 shares; 2025Q3: 242,323 shares; 2025Q4: 250,743 shares; 2026Q1: 218,939 shares 218,939 $15.4M 1.84% -31,804 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: 8,574 shares; 2024Q4: 8,418 shares; 2025Q1: 5,889 shares; 2025Q2: 9,913 shares; 2025Q3: 201,409 shares; 2025Q4: 221,638 shares; 2026Q1: 233,603 shares 233,603 $15M 1.79% +11,965 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,381 shares; 2025Q1: 18,793 shares; 2025Q2: 19,907 shares; 2025Q3: 250,175 shares; 2025Q4: 266,313 shares; 2026Q1: 275,311 shares 275,311 $14.9M 1.78% +8,998 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: 97,066 shares; 2024Q4: 98,634 shares; 2025Q1: 101,610 shares; 2025Q2: 104,053 shares; 2025Q3: 101,637 shares; 2025Q4: 144,270 shares; 2026Q1: 142,709 shares 142,709 $14.2M 1.69% -1,561 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: 79,442 shares; 2024Q4: 75,377 shares; 2025Q1: 76,018 shares; 2025Q2: 77,722 shares; 2025Q3: 77,125 shares; 2025Q4: 72,897 shares; 2026Q1: 77,461 shares 77,461 $13.5M 1.61% +4,564 Timeline IMCG 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: 110,902 shares; 2024Q4: 119,082 shares; 2025Q1: 124,753 shares; 2025Q2: 136,006 shares; 2025Q3: 138,581 shares; 2025Q4: 150,387 shares; 2026Q1: 161,271 shares 161,271 $12.7M 1.52% +10,884 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: 62,518 shares; 2024Q4: 63,350 shares; 2025Q1: 64,300 shares; 2025Q2: 67,639 shares; 2025Q3: 67,336 shares; 2025Q4: 66,287 shares; 2026Q1: 68,837 shares 68,837 $12.7M 1.52% +2,550 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: 36,300 shares; 2024Q4: 38,148 shares; 2025Q1: 40,211 shares; 2025Q2: 47,515 shares; 2025Q3: 56,854 shares; 2025Q4: 58,630 shares; 2026Q1: 58,169 shares 58,169 $12.6M 1.51% -461 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: 2,670 shares; 2024Q4: 12,470 shares; 2025Q1: 2,684 shares; 2025Q2: 2,613 shares; 2025Q3: 12,067 shares; 2025Q4: 13,068 shares; 2026Q1: 42,651 shares 42,651 $12.2M 1.46% +29,583 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: 15,778 shares; 2024Q4: 15,836 shares; 2025Q1: 16,682 shares; 2025Q2: 17,491 shares; 2025Q3: 17,198 shares; 2025Q4: 18,488 shares; 2026Q1: 18,322 shares 18,322 $11.9M 1.42% -166 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: 20,455 shares; 2024Q4: 20,688 shares; 2025Q1: 21,106 shares; 2025Q2: 20,612 shares; 2025Q3: 27,674 shares; 2025Q4: 29,899 shares; 2026Q1: 27,547 shares 27,547 $11.9M 1.42% -2,352 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: 27,658 shares; 2024Q4: 27,837 shares; 2025Q1: 54,251 shares; 2025Q2: 55,972 shares; 2025Q3: 56,541 shares; 2025Q4: 58,276 shares; 2026Q1: 41,344 shares 41,344 $10.6M 1.27% -16,932 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: 64,686 shares; 2024Q4: 70,780 shares; 2025Q1: 93,567 shares; 2025Q2: 96,696 shares; 2025Q3: 104,804 shares; 2025Q4: 112,341 shares; 2026Q1: 112,772 shares 112,772 $10.6M 1.27% +431 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: 13,201 shares; 2024Q4: 13,576 shares; 2025Q1: 14,224 shares; 2025Q2: 15,019 shares; 2025Q3: 19,102 shares; 2025Q4: 20,362 shares; 2026Q1: 16,086 shares 16,086 $10.5M 1.26% -4,276 Timeline QUS 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: 65,619 shares; 2024Q4: 62,170 shares; 2025Q1: 61,736 shares; 2025Q2: 62,669 shares; 2025Q3: 62,163 shares; 2025Q4: 60,602 shares; 2026Q1: 58,040 shares 58,040 $9.96M 1.19% -2,562 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: 36,546 shares; 2024Q4: 36,886 shares; 2025Q1: 37,107 shares; 2025Q2: 37,188 shares; 2025Q3: 38,105 shares; 2025Q4: 37,040 shares; 2026Q1: 37,339 shares 37,339 $9.48M 1.13% +299 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: 2,235 shares; 2024Q4: 2,360 shares; 2025Q1: 2,147 shares; 2025Q2: 3,497 shares; 2025Q3: 73,598 shares; 2025Q4: 79,274 shares; 2026Q1: 80,408 shares 80,408 $8.96M 1.07% +1,134 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: 58,694 shares; 2024Q4: 59,032 shares; 2025Q1: 61,798 shares; 2025Q2: 64,929 shares; 2025Q3: 48,408 shares; 2025Q4: 31,547 shares; 2026Q1: 59,923 shares 59,923 $8.87M 1.06% +28,376 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,520 shares 35,520 $8.81M 1.05% new Timeline QEFA 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: 85,722 shares; 2024Q4: 88,817 shares; 2025Q1: 79,948 shares; 2025Q2: 80,438 shares; 2025Q3: 82,385 shares; 2025Q4: 85,316 shares; 2026Q1: 90,522 shares 90,522 $8.44M 1.01% +5,206 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,574 shares; 2025Q1: 41,246 shares; 2025Q2: 54,185 shares; 2025Q3: 316,166 shares; 2025Q4: 318,309 shares; 2026Q1: 344,704 shares 344,704 $8.37M 1% +26,395 Timeline ISCF 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: 102,816 shares; 2024Q4: 118,859 shares; 2025Q1: 129,856 shares; 2025Q2: 136,888 shares; 2025Q3: 161,450 shares; 2025Q4: 168,938 shares; 2026Q1: 181,789 shares 181,789 $7.6M 0.91% +12,851 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: 187,090 shares; 2024Q4: 210,469 shares; 2025Q1: 194,876 shares; 2025Q2: 199,249 shares; 2025Q3: 208,037 shares; 2025Q4: 217,882 shares; 2026Q1: 100,551 shares 100,551 $7.56M 0.9% -117,331 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: 139,739 shares; 2024Q4: 147,761 shares; 2025Q1: 149,794 shares; 2025Q2: 152,450 shares; 2025Q3: 153,420 shares; 2025Q4: 153,777 shares; 2026Q1: 157,811 shares 157,811 $7.3M 0.87% +4,034 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: 30,010 shares; 2024Q4: 30,609 shares; 2025Q1: 34,742 shares; 2025Q2: 36,529 shares; 2025Q3: 35,775 shares; 2025Q4: 36,491 shares; 2026Q1: 36,214 shares 36,214 $7.11M 0.85% -277 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,407 shares; 2025Q3: 217,768 shares; 2025Q4: 217,843 shares; 2026Q1: 226,223 shares 226,223 $6.8M 0.81% +8,380 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: not reported; 2025Q2: 5,239 shares; 2025Q3: 128,248 shares; 2025Q4: 128,264 shares; 2026Q1: 132,869 shares 132,869 $6.72M 0.8% +4,605 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: 64,701 shares; 2024Q4: 65,790 shares; 2025Q1: 67,834 shares; 2025Q2: 69,240 shares; 2025Q3: 68,857 shares; 2025Q4: 68,400 shares; 2026Q1: 71,007 shares 71,007 $6.43M 0.77% +2,607 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,334 shares; 2024Q4: 103,732 shares; 2025Q1: 102,179 shares; 2025Q2: 106,291 shares; 2025Q3: 112,857 shares; 2025Q4: 123,643 shares; 2026Q1: 119,783 shares 119,783 $6.31M 0.75% -3,860 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: 143,941 shares; 2024Q4: 487,150 shares; 2025Q1: 513,149 shares; 2025Q2: 534,217 shares; 2025Q3: 187,625 shares; 2025Q4: 190,844 shares; 2026Q1: 203,881 shares 203,881 $6.26M 0.75% +13,037 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: 25,077 shares; 2024Q4: 25,293 shares; 2025Q1: 22,258 shares; 2025Q2: 28,033 shares; 2025Q3: 27,012 shares; 2025Q4: 31,107 shares; 2026Q1: 29,321 shares 29,321 $6.11M 0.73% -1,786 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: 12,512 shares; 2024Q4: 12,479 shares; 2025Q1: 12,642 shares; 2025Q2: 12,591 shares; 2025Q3: 12,398 shares; 2025Q4: 12,694 shares; 2026Q1: 13,895 shares 13,895 $5.92M 0.71% +1,201 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: 15,421 shares; 2024Q4: 16,140 shares; 2025Q1: 10,073 shares; 2025Q2: 10,197 shares; 2025Q3: 16,316 shares; 2025Q4: 15,968 shares; 2026Q1: 15,934 shares 15,934 $5.38M 0.64% -34 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: 12,097 shares; 2024Q4: 12,390 shares; 2025Q1: 11,625 shares; 2025Q2: 12,122 shares; 2025Q3: 12,722 shares; 2025Q4: 13,633 shares; 2026Q1: 14,493 shares 14,493 $5.36M 0.64% +860 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: 52,917 shares; 2024Q4: 65,614 shares; 2025Q1: 87,925 shares; 2025Q2: 91,018 shares; 2025Q3: 66,830 shares; 2025Q4: 53,847 shares; 2026Q1: 88,997 shares 88,997 $5.23M 0.62% +35,150 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: 8,447 shares; 2024Q4: 9,098 shares; 2025Q1: 9,673 shares; 2025Q2: 9,997 shares; 2025Q3: 16,068 shares; 2025Q4: 16,206 shares; 2026Q1: 17,728 shares 17,728 $5.1M 0.61% +1,522 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: 148,582 shares; 2024Q4: 150,208 shares; 2025Q1: 150,091 shares; 2025Q2: 10,721 shares; 2025Q3: 88,818 shares; 2025Q4: 96,070 shares; 2026Q1: 74,207 shares 74,207 $5.06M 0.6% -21,863 Timeline MOAT 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: 191,200 shares; 2024Q4: 207,689 shares; 2025Q1: 123,440 shares; 2025Q2: 126,752 shares; 2025Q3: 71,627 shares; 2025Q4: 72,789 shares; 2026Q1: 51,781 shares 51,781 $5.01M 0.6% -21,008 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: 11,641 shares; 2024Q4: 13,291 shares; 2025Q1: 14,131 shares; 2025Q2: 14,938 shares; 2025Q3: 13,467 shares; 2025Q4: 13,503 shares; 2026Q1: 26,233 shares 26,233 $4.76M 0.57% +12,730 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: 24,022 shares; 2024Q4: 24,315 shares; 2025Q1: 19,500 shares; 2025Q2: 19,888 shares; 2025Q3: 24,925 shares; 2025Q4: 26,374 shares; 2026Q1: 28,517 shares 28,517 $4.66M 0.56% +2,143 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: 14,884 shares; 2024Q4: 16,042 shares; 2025Q1: 12,548 shares; 2025Q2: 12,863 shares; 2025Q3: 12,030 shares; 2025Q4: 12,066 shares; 2026Q1: 64,414 shares 64,414 $4.49M 0.54% +52,348 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: 3,624 shares; 2024Q4: 3,944 shares; 2025Q1: 4,268 shares; 2025Q2: 4,394 shares; 2025Q3: 4,263 shares; 2025Q4: 4,239 shares; 2026Q1: 7,728 shares 7,728 $4.46M 0.53% +3,489 Timeline IFRA 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: 6,693 shares; 2025Q3: 6,574 shares; 2025Q4: 6,430 shares; 2026Q1: 77,632 shares 77,632 $4.44M 0.53% +71,202 Timeline DTCR 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: 19,883 shares; 2026Q1: 180,843 shares 180,843 $4.33M 0.52% +160,960 Timeline IYF 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: 23,139 shares; 2024Q4: 23,616 shares; 2025Q1: 24,067 shares; 2025Q2: 39,758 shares; 2025Q3: 40,200 shares; 2025Q4: 35,838 shares; 2026Q1: 36,012 shares 36,012 $4.24M 0.51% +174 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: 351,082 shares; 2024Q4: 376,748 shares; 2025Q1: 418,642 shares; 2025Q2: 213,298 shares; 2025Q3: 152,094 shares; 2025Q4: 114,449 shares; 2026Q1: 83,959 shares 83,959 $4.07M 0.49% -30,490 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: 61,166 shares; 2024Q4: 64,486 shares; 2025Q1: 53,439 shares; 2025Q2: 53,112 shares; 2025Q3: 49,868 shares; 2025Q4: 51,552 shares; 2026Q1: 44,328 shares 44,328 $3.91M 0.47% -7,224 Timeline SPGP 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: 68,051 shares; 2024Q4: 68,036 shares; 2025Q1: 58,234 shares; 2025Q2: 37,384 shares; 2025Q3: 37,877 shares; 2025Q4: 36,870 shares; 2026Q1: 35,566 shares 35,566 $3.83M 0.46% -1,304 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: 1,070 shares; 2024Q4: 1,072 shares; 2025Q1: 1,076 shares; 2025Q2: 1,082 shares; 2025Q3: 3,942 shares; 2025Q4: 4,095 shares; 2026Q1: 4,134 shares 4,134 $3.8M 0.45% +39 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: 11,265 shares; 2024Q4: 11,619 shares; 2025Q1: 12,800 shares; 2025Q2: 12,239 shares; 2025Q3: 12,329 shares; 2025Q4: 12,286 shares; 2026Q1: 21,137 shares 21,137 $3.57M 0.43% +8,851 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: 1,924 shares; 2024Q4: 17,619 shares; 2025Q1: 17,760 shares; 2025Q2: 17,838 shares; 2025Q3: 17,836 shares; 2025Q4: 17,971 shares; 2026Q1: 18,184 shares 18,184 $3.51M 0.42% +213 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: 27,055 shares; 2024Q4: 26,980 shares; 2025Q1: 26,514 shares; 2025Q2: 25,440 shares; 2025Q3: 25,043 shares; 2025Q4: 25,096 shares; 2026Q1: 27,121 shares 27,121 $3.47M 0.42% +2,025 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,786 shares; 2025Q2: 1,790 shares; 2025Q3: 2,041 shares; 2025Q4: 2,544 shares; 2026Q1: 3,172 shares 3,172 $3.35M 0.4% +628 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: 26,387 shares; 2025Q2: 41,407 shares; 2025Q3: 39,680 shares; 2025Q4: 51,765 shares; 2026Q1: 53,947 shares 53,947 $3.35M 0.4% +2,182 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: 4,367 shares; 2024Q4: 4,445 shares; 2025Q1: 5,168 shares; 2025Q2: 5,145 shares; 2025Q3: 12,187 shares; 2025Q4: 13,806 shares; 2026Q1: 14,908 shares 14,908 $3.21M 0.38% +1,102 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,105 shares; 2025Q3: 5,013 shares; 2025Q4: 4,417 shares; 2026Q1: 3,501 shares 3,501 $3.06M 0.37% -916 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: 18,708 shares; 2024Q4: 18,758 shares; 2025Q1: 19,537 shares; 2025Q2: 21,069 shares; 2025Q3: 20,230 shares; 2025Q4: 19,281 shares; 2026Q1: 19,385 shares 19,385 $3.01M 0.36% +104 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: 31,423 shares; 2024Q4: 34,619 shares; 2025Q1: 35,042 shares; 2025Q2: 36,300 shares; 2025Q3: 36,197 shares; 2025Q4: 35,993 shares; 2026Q1: 38,099 shares 38,099 $2.99M 0.36% +2,106 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: 7,649 shares; 2024Q4: 7,635 shares; 2025Q1: 7,646 shares; 2025Q2: 7,555 shares; 2025Q3: 11,296 shares; 2025Q4: 12,616 shares; 2026Q1: 13,714 shares 13,714 $2.93M 0.35% +1,098 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,399 shares; 2024Q4: 64,193 shares; 2025Q1: 58,385 shares; 2025Q2: 52,352 shares; 2025Q3: 50,743 shares; 2025Q4: 46,873 shares; 2026Q1: 47,045 shares 47,045 $2.91M 0.35% +172 Timeline IUSV 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: 24,774 shares; 2024Q4: 25,677 shares; 2025Q1: 26,498 shares; 2025Q2: 26,924 shares; 2025Q3: 27,147 shares; 2025Q4: 27,016 shares; 2026Q1: 27,607 shares 27,607 $2.82M 0.34% +591 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly 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: 24,616 shares; 2025Q4: 26,869 shares; 2026Q1: 39,949 shares 39,949 $2.73M 0.33% +13,080 Timeline AIQ 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: 15,760 shares; 2026Q1: 58,397 shares 58,397 $2.73M 0.33% +42,637 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: 6,780 shares; 2024Q4: 6,708 shares; 2025Q1: 5,794 shares; 2025Q2: 6,847 shares; 2025Q3: 7,195 shares; 2025Q4: 6,802 shares; 2026Q1: 6,956 shares 6,956 $2.59M 0.31% +154 Timeline VLUE 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: 17,794 shares; 2024Q4: 18,006 shares; 2025Q1: 18,252 shares; 2025Q2: 18,489 shares; 2025Q3: 18,576 shares; 2025Q4: 18,514 shares; 2026Q1: 17,889 shares 17,889 $2.54M 0.3% -625 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: 4,727 shares; 2024Q4: 4,913 shares; 2025Q1: 6,171 shares; 2025Q2: 6,630 shares; 2025Q3: 6,196 shares; 2025Q4: 6,502 shares; 2026Q1: 6,901 shares 6,901 $2.54M 0.3% +399 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,262 shares; 2025Q1: 2,258 shares; 2025Q2: 2,337 shares; 2025Q3: 2,274 shares; 2025Q4: 2,285 shares; 2026Q1: 10,075 shares 10,075 $2.44M 0.29% +7,790 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: 3,317 shares; 2025Q1: 13,597 shares; 2025Q2: 13,378 shares; 2025Q3: 15,487 shares; 2025Q4: 15,213 shares; 2026Q1: 20,314 shares 20,314 $2.41M 0.29% +5,101 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 35,517 shares; 2025Q1: 57,234 shares; 2025Q2: 58,776 shares; 2025Q3: 71,463 shares; 2025Q4: 77,349 shares; 2026Q1: 47,753 shares 47,753 $2.38M 0.28% -29,596 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: 6,742 shares; 2024Q4: 6,746 shares; 2025Q1: 4,442 shares; 2025Q2: 4,483 shares; 2025Q3: 3,925 shares; 2025Q4: 4,071 shares; 2026Q1: 6,053 shares 6,053 $2.36M 0.28% +1,982 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: 8,216 shares; 2024Q4: 10,309 shares; 2025Q1: 13,924 shares; 2025Q2: 14,160 shares; 2025Q3: 9,598 shares; 2025Q4: 8,857 shares; 2026Q1: 8,407 shares 8,407 $2.35M 0.28% -450 Timeline FXI 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: 37,685 shares; 2025Q2: 61,735 shares; 2025Q3: 58,853 shares; 2025Q4: 60,017 shares; 2026Q1: 63,128 shares 63,128 $2.27M 0.27% +3,111 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,849 shares; 2024Q4: 16,319 shares; 2025Q1: 15,711 shares; 2025Q2: 15,287 shares; 2025Q3: 14,288 shares; 2025Q4: 14,625 shares; 2026Q1: 15,060 shares 15,060 $2.2M 0.26% +435 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: 26,943 shares; 2024Q4: 12,284 shares; 2025Q1: 12,327 shares; 2025Q2: 12,422 shares; 2025Q3: 12,419 shares; 2025Q4: 12,590 shares; 2026Q1: 12,666 shares 12,666 $2.15M 0.26% +76 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: 9,003 shares; 2024Q4: 10,774 shares; 2025Q1: 10,871 shares; 2025Q2: 11,043 shares; 2025Q3: 6,862 shares; 2025Q4: 6,786 shares; 2026Q1: 7,142 shares 7,142 $2.05M 0.24% +356 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 7,849 shares; 2025Q2: 8,590 shares; 2025Q3: 9,902 shares; 2025Q4: 9,471 shares; 2026Q1: 8,521 shares 8,521 $2.01M 0.24% -950 Timeline FIW 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: 10,368 shares; 2024Q4: 29,894 shares; 2025Q1: 19,117 shares; 2025Q2: 15,775 shares; 2025Q3: 15,899 shares; 2025Q4: 14,687 shares; 2026Q1: 18,994 shares 18,994 $1.96M 0.23% +4,307 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: 848 shares; 2024Q4: 867 shares; 2025Q1: 925 shares; 2025Q2: 3,015 shares; 2025Q3: 2,171 shares; 2025Q4: 11,915 shares; 2026Q1: 18,722 shares 18,722 $1.96M 0.23% +6,807 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: 2,086 shares; 2024Q4: 2,089 shares; 2025Q1: 9,479 shares; 2025Q2: 9,760 shares; 2025Q3: 15,328 shares; 2025Q4: 15,024 shares; 2026Q1: 10,443 shares 10,443 $1.95M 0.23% -4,581 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: 3,002 shares; 2024Q4: 2,247 shares; 2025Q1: 2,219 shares; 2025Q2: 2,558 shares; 2025Q3: 3,412 shares; 2025Q4: 3,605 shares; 2026Q1: 6,252 shares 6,252 $1.94M 0.23% +2,647 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: 2,604 shares; 2024Q4: 2,614 shares; 2025Q1: 2,769 shares; 2025Q2: 2,715 shares; 2025Q3: 3,108 shares; 2025Q4: 2,823 shares; 2026Q1: 3,375 shares 3,375 $1.93M 0.23% +552 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: 16,377 shares; 2024Q4: 17,246 shares; 2025Q1: 15,828 shares; 2025Q2: 16,309 shares; 2025Q3: 14,286 shares; 2025Q4: 13,600 shares; 2026Q1: 12,741 shares 12,741 $1.93M 0.23% -859 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 23,412 shares; 2025Q4: 29,848 shares; 2026Q1: 33,258 shares 33,258 $1.93M 0.23% +3,410 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: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 6,581 shares; 2025Q3: 6,650 shares; 2025Q4: 5,978 shares; 2026Q1: 5,378 shares 5,378 $1.92M 0.23% -600 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,429 shares; 2024Q4: 260,014 shares; 2025Q1: 261,720 shares; 2025Q2: 267,364 shares; 2025Q3: 35,390 shares; 2025Q4: 35,906 shares; 2026Q1: 36,818 shares 36,818 $1.85M 0.22% +912 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: 14,969 shares; 2024Q4: 14,960 shares; 2025Q1: 15,386 shares; 2025Q2: 15,547 shares; 2025Q3: 15,548 shares; 2025Q4: 15,548 shares; 2026Q1: 16,216 shares 16,216 $1.83M 0.22% +668 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: 1,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 11,560 shares; 2025Q4: 8,552 shares; 2026Q1: 8,716 shares 8,716 $1.77M 0.21% +164 Timeline SHM 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: 47,900 shares; 2024Q4: 44,604 shares; 2025Q1: 41,393 shares; 2025Q2: 39,299 shares; 2025Q3: 37,361 shares; 2025Q4: 37,492 shares; 2026Q1: 36,889 shares 36,889 $1.76M 0.21% -603 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 12,298 shares; 2025Q1: 12,628 shares; 2025Q2: 12,926 shares; 2025Q3: 12,630 shares; 2025Q4: 12,356 shares; 2026Q1: 12,018 shares 12,018 $1.75M 0.21% -338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,154 shares 5,154 $1.74M 0.21% new Timeline VIGI 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: 16,661 shares; 2024Q4: 16,735 shares; 2025Q1: 16,701 shares; 2025Q2: 16,958 shares; 2025Q3: 16,570 shares; 2025Q4: 16,676 shares; 2026Q1: 19,442 shares 19,442 $1.72M 0.21% +2,766 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: 10,407 shares; 2024Q4: 10,720 shares; 2025Q1: 12,918 shares; 2025Q2: 13,110 shares; 2025Q3: 12,972 shares; 2025Q4: 13,551 shares; 2026Q1: 13,680 shares 13,680 $1.7M 0.2% +129 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: 5,251 shares; 2024Q4: 5,269 shares; 2025Q1: 5,635 shares; 2025Q2: 5,389 shares; 2025Q3: 5,394 shares; 2025Q4: 5,404 shares; 2026Q1: 5,403 shares 5,403 $1.7M 0.2% -1 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: 5,655 shares; 2024Q4: 5,257 shares; 2025Q1: 5,460 shares; 2025Q2: 5,425 shares; 2025Q3: 5,449 shares; 2025Q4: 5,490 shares; 2026Q1: 5,639 shares 5,639 $1.66M 0.2% +149 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,461 shares; 2024Q4: 33,281 shares; 2025Q1: 33,833 shares; 2025Q2: 35,646 shares; 2025Q3: 35,633 shares; 2025Q4: 34,913 shares; 2026Q1: 35,603 shares 35,603 $1.63M 0.19% +690 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,486 shares; 2025Q2: 5,608 shares; 2025Q3: 4,982 shares; 2025Q4: 5,166 shares; 2026Q1: 5,188 shares 5,188 $1.55M 0.19% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,722 shares; 2026Q1: 13,193 shares 13,193 $1.5M 0.18% +11,471 Timeline PFFD 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: 42,451 shares; 2024Q4: 42,374 shares; 2025Q1: 54,872 shares; 2025Q2: 70,360 shares; 2025Q3: 73,568 shares; 2025Q4: 71,931 shares; 2026Q1: 79,705 shares 79,705 $1.47M 0.18% +7,774 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: 260,256 shares; 2024Q4: 270,029 shares; 2025Q1: 152,010 shares; 2025Q2: 65,151 shares; 2025Q3: 39,311 shares; 2025Q4: 30,543 shares; 2026Q1: 29,236 shares 29,236 $1.45M 0.17% -1,307 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: 3,844 shares; 2024Q4: 3,846 shares; 2025Q1: 3,857 shares; 2025Q2: 3,844 shares; 2025Q3: 3,804 shares; 2025Q4: 3,946 shares; 2026Q1: 3,981 shares 3,981 $1.42M 0.17% +35 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: 5,570 shares; 2024Q4: 5,850 shares; 2025Q1: 6,593 shares; 2025Q2: 6,808 shares; 2025Q3: 7,350 shares; 2025Q4: 5,980 shares; 2026Q1: 5,086 shares 5,086 $1.39M 0.17% -894 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: 36,675 shares; 2024Q4: 37,141 shares; 2025Q1: 34,530 shares; 2025Q2: 26,476 shares; 2025Q3: 27,427 shares; 2025Q4: 27,747 shares; 2026Q1: 27,853 shares 27,853 $1.36M 0.16% +106 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 901 shares 901 $1.33M 0.16% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,044 shares; 2025Q3: 13,112 shares; 2025Q4: 13,533 shares; 2026Q1: 12,461 shares 12,461 $1.32M 0.16% -1,072 Timeline SCHR 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: 38,327 shares; 2025Q1: 42,142 shares; 2025Q2: 44,648 shares; 2025Q3: 51,057 shares; 2025Q4: 54,326 shares; 2026Q1: 52,780 shares 52,780 $1.31M 0.16% -1,546 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,650 shares; 2024Q4: 24,466 shares; 2025Q1: 29,688 shares; 2025Q2: 28,884 shares; 2025Q3: 30,914 shares; 2025Q4: 28,126 shares; 2026Q1: 28,637 shares 28,637 $1.3M 0.16% +511 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: not reported; 2024Q4: not reported; 2025Q1: 9,874 shares; 2025Q2: 9,912 shares; 2025Q3: 35,052 shares; 2025Q4: 37,940 shares; 2026Q1: 44,180 shares 44,180 $1.28M 0.15% +6,240 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: 5,145 shares; 2024Q4: 10,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,689 shares; 2026Q1: 50,273 shares 50,273 $1.24M 0.15% +36,584 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 33,209 shares; 2026Q1: 33,209 shares 33,209 $1.2M 0.14% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 85,467 shares; 2025Q3: 86,426 shares; 2025Q4: 111,716 shares; 2026Q1: 84,613 shares 84,613 $1.19M 0.14% -27,103 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,364 shares; 2025Q1: 3,486 shares; 2025Q2: 3,641 shares; 2025Q3: 3,652 shares; 2025Q4: 3,806 shares; 2026Q1: 3,676 shares 3,676 $1.18M 0.14% -130 Timeline NLR 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: 8,842 shares 8,842 $1.18M 0.14% new 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: 20,826 shares; 2024Q4: 21,563 shares; 2025Q1: 23,120 shares; 2025Q2: 16,350 shares; 2025Q3: 16,124 shares; 2025Q4: 17,359 shares; 2026Q1: 16,511 shares 16,511 $1.17M 0.14% -848 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 23,889 shares 23,889 $1.15M 0.14% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,434 shares; 2025Q2: 46,764 shares; 2025Q3: 26,019 shares; 2025Q4: 26,679 shares; 2026Q1: 17,097 shares 17,097 $1.15M 0.14% -9,582 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,165 shares 29,165 $1.12M 0.13% new 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: 2,294 shares; 2024Q4: 4,748 shares; 2025Q1: 5,005 shares; 2025Q2: 4,962 shares; 2025Q3: 4,917 shares; 2025Q4: 5,255 shares; 2026Q1: 6,897 shares 6,897 $1.11M 0.13% +1,642 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: 2,505 shares; 2024Q4: 2,568 shares; 2025Q1: 2,743 shares; 2025Q2: 2,479 shares; 2025Q3: 3,559 shares; 2025Q4: 3,099 shares; 2026Q1: 3,576 shares 3,576 $1.08M 0.13% +477 Timeline HEDJ 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: 7,190 shares; 2025Q1: 8,925 shares; 2025Q2: 9,418 shares; 2025Q3: 11,245 shares; 2025Q4: 10,822 shares; 2026Q1: 20,172 shares 20,172 $1.06M 0.13% +9,350 Timeline IGV 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: 12,453 shares 12,453 $997K 0.12% new 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: 3,156 shares; 2024Q4: 3,476 shares; 2025Q1: 3,589 shares; 2025Q2: 3,674 shares; 2025Q3: 4,159 shares; 2025Q4: 4,134 shares; 2026Q1: 4,629 shares 4,629 $977K 0.12% +495 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: 1,475 shares; 2024Q4: 1,959 shares; 2025Q1: 2,143 shares; 2025Q2: 2,082 shares; 2025Q3: 1,632 shares; 2025Q4: 1,568 shares; 2026Q1: 2,858 shares 2,858 $977K 0.12% +1,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,140 shares 11,140 $946K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,789 shares; 2025Q4: 9,019 shares; 2026Q1: 9,728 shares 9,728 $945K 0.11% +709 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: 1,498 shares; 2024Q4: 2,385 shares; 2025Q1: 2,900 shares; 2025Q2: 2,995 shares; 2025Q3: 3,162 shares; 2025Q4: 3,148 shares; 2026Q1: 1,968 shares 1,968 $943K 0.11% -1,180 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: 13,165 shares; 2024Q4: 13,395 shares; 2025Q1: 11,443 shares; 2025Q2: 11,521 shares; 2025Q3: 12,201 shares; 2025Q4: 12,499 shares; 2026Q1: 12,364 shares 12,364 $940K 0.11% -135 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: 9,398 shares; 2024Q4: 9,451 shares; 2025Q1: 9,405 shares; 2025Q2: 9,408 shares; 2025Q3: 9,412 shares; 2025Q4: 9,435 shares; 2026Q1: 9,453 shares 9,453 $912K 0.11% +18 Timeline BUG 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: 19,816 shares; 2024Q4: 20,095 shares; 2025Q1: 21,993 shares; 2025Q2: 21,955 shares; 2025Q3: 22,232 shares; 2025Q4: 24,831 shares; 2026Q1: 33,942 shares 33,942 $852K 0.1% +9,111 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 9,722 shares; 2025Q4: 11,304 shares; 2026Q1: 7,842 shares 7,842 $849K 0.1% -3,462 Timeline DIV 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: 21,792 shares; 2024Q4: 23,089 shares; 2025Q1: 36,782 shares; 2025Q2: 39,354 shares; 2025Q3: 41,887 shares; 2025Q4: 42,775 shares; 2026Q1: 44,042 shares 44,042 $832K 0.1% +1,267 Timeline XSVM 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: 4,859 shares; 2025Q1: 6,381 shares; 2025Q2: 6,777 shares; 2025Q3: 7,991 shares; 2025Q4: 7,081 shares; 2026Q1: 13,780 shares 13,780 $830K 0.1% +6,699 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: 3,727 shares; 2024Q4: 3,923 shares; 2025Q1: 3,942 shares; 2025Q2: 3,775 shares; 2025Q3: 3,363 shares; 2025Q4: 3,368 shares; 2026Q1: 3,383 shares 3,383 $827K 0.1% +15 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: 1,220 shares; 2024Q4: 1,219 shares; 2025Q1: 1,175 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,178 shares; 2026Q1: 1,176 shares 1,176 $821K 0.1% -2 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: 1,063 shares; 2024Q4: 995 shares; 2025Q1: 1,906 shares; 2025Q2: 2,034 shares; 2025Q3: 1,859 shares; 2025Q4: 2,693 shares; 2026Q1: 2,688 shares 2,688 $812K 0.1% -5 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: 26,179 shares; 2024Q4: 30,455 shares; 2025Q1: 28,260 shares; 2025Q2: 29,650 shares; 2025Q3: 33,413 shares; 2025Q4: 23,558 shares; 2026Q1: 23,866 shares 23,866 $793K 0.09% +308 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: 5,905 shares; 2024Q4: 6,231 shares; 2025Q1: 7,583 shares; 2025Q2: 7,577 shares; 2025Q3: 8,259 shares; 2025Q4: 8,090 shares; 2026Q1: 10,072 shares 10,072 $790K 0.09% +1,982 Timeline SPHD 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: 7,190 shares; 2024Q4: 7,192 shares; 2025Q1: 7,285 shares; 2025Q2: 8,635 shares; 2025Q3: 8,191 shares; 2025Q4: 12,558 shares; 2026Q1: 15,663 shares 15,663 $777K 0.09% +3,105 Timeline PID 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: 70,635 shares; 2024Q4: 52,927 shares; 2025Q1: 50,788 shares; 2025Q2: 44,024 shares; 2025Q3: 38,501 shares; 2025Q4: 38,999 shares; 2026Q1: 34,626 shares 34,626 $770K 0.09% -4,373 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: 7,400 shares; 2024Q4: 10,314 shares; 2025Q1: 11,399 shares; 2025Q2: 6,889 shares; 2025Q3: 6,931 shares; 2025Q4: 8,366 shares; 2026Q1: 8,307 shares 8,307 $761K 0.09% -59 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,151 shares 6,151 $755K 0.09% new 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: 2,429 shares; 2025Q1: 3,152 shares; 2025Q2: 3,362 shares; 2025Q3: 3,877 shares; 2025Q4: 3,776 shares; 2026Q1: 4,680 shares 4,680 $742K 0.09% +904 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: 28,866 shares; 2024Q4: 28,647 shares; 2025Q1: 11,774 shares; 2025Q2: 10,202 shares; 2025Q3: 11,756 shares; 2025Q4: 10,921 shares; 2026Q1: 12,424 shares 12,424 $727K 0.09% +1,503 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: 3,332 shares; 2024Q4: 5,098 shares; 2025Q1: 5,074 shares; 2025Q2: 5,091 shares; 2025Q3: 4,978 shares; 2025Q4: 4,953 shares; 2026Q1: 5,025 shares 5,025 $726K 0.09% +72 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: 3,024 shares; 2024Q4: 3,030 shares; 2025Q1: 3,033 shares; 2025Q2: 3,014 shares; 2025Q3: 3,002 shares; 2025Q4: 3,007 shares; 2026Q1: 3,012 shares 3,012 $723K 0.09% +5 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: 3,065 shares; 2024Q4: 3,169 shares; 2025Q1: 3,424 shares; 2025Q2: 3,808 shares; 2025Q3: 3,434 shares; 2025Q4: 2,977 shares; 2026Q1: 2,251 shares 2,251 $716K 0.09% -726 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: 5,390 shares; 2024Q4: 5,022 shares; 2025Q1: 5,413 shares; 2025Q2: 5,098 shares; 2025Q3: 4,807 shares; 2025Q4: 5,179 shares; 2026Q1: 5,649 shares 5,649 $702K 0.08% +470 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 3,006 shares; 2025Q1: 3,377 shares; 2025Q2: 3,749 shares; 2025Q3: 3,739 shares; 2025Q4: 3,946 shares; 2026Q1: 3,667 shares 3,667 $695K 0.08% -279 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: 5,270 shares; 2024Q4: 5,768 shares; 2025Q1: 5,789 shares; 2025Q2: 5,571 shares; 2025Q3: 4,797 shares; 2025Q4: 4,793 shares; 2026Q1: 4,739 shares 4,739 $691K 0.08% -54 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: 10,722 shares; 2024Q4: 2,637 shares; 2025Q1: 2,560 shares; 2025Q2: 2,475 shares; 2025Q3: 2,553 shares; 2025Q4: 2,594 shares; 2026Q1: 2,632 shares 2,632 $689K 0.08% +38 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: 1,833 shares; 2024Q4: 1,836 shares; 2025Q1: 1,848 shares; 2025Q2: 2,087 shares; 2025Q3: 2,713 shares; 2025Q4: 3,200 shares; 2026Q1: 3,316 shares 3,316 $686K 0.08% +116 Timeline PSCT 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: 5,497 shares; 2025Q1: 7,263 shares; 2025Q2: 7,735 shares; 2025Q3: 9,107 shares; 2025Q4: 9,428 shares; 2026Q1: 11,328 shares 11,328 $681K 0.08% +1,900 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: 6,678 shares; 2024Q4: 26,373 shares; 2025Q1: 27,205 shares; 2025Q2: 28,030 shares; 2025Q3: 7,294 shares; 2025Q4: 7,295 shares; 2026Q1: 7,309 shares 7,309 $679K 0.08% +14 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: 4,764 shares; 2024Q4: 4,883 shares; 2025Q1: 5,421 shares; 2025Q2: 5,515 shares; 2025Q3: 5,868 shares; 2025Q4: 5,604 shares; 2026Q1: 5,153 shares 5,153 $675K 0.08% -451 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,544 shares; 2025Q1: 12,544 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 12,895 shares; 2026Q1: 16,227 shares 16,227 $640K 0.08% +3,332 Timeline XSLV 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: 9,911 shares; 2024Q4: 10,255 shares; 2025Q1: 12,188 shares; 2025Q2: 13,128 shares; 2025Q3: 13,229 shares; 2025Q4: 13,316 shares; 2026Q1: 13,402 shares 13,402 $633K 0.08% +86 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,501 shares; 2025Q1: 4,612 shares; 2025Q2: 4,974 shares; 2025Q3: 6,189 shares; 2025Q4: 6,576 shares; 2026Q1: 8,334 shares 8,334 $623K 0.07% +1,758 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,068 shares; 2026Q1: 10,343 shares 10,343 $611K 0.07% +4,275 Timeline SLYG 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: 5,245 shares; 2024Q4: 5,280 shares; 2025Q1: 5,502 shares; 2025Q2: 5,802 shares; 2025Q3: 5,821 shares; 2025Q4: 5,952 shares; 2026Q1: 6,078 shares 6,078 $587K 0.07% +126 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 1,781 shares 1,781 $585K 0.07% +33 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: 19,586 shares; 2024Q4: 19,418 shares; 2025Q1: 20,042 shares; 2025Q2: 18,065 shares; 2025Q3: 16,297 shares; 2025Q4: 14,656 shares; 2026Q1: 13,695 shares 13,695 $583K 0.07% -961 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: 7,987 shares; 2024Q4: 8,027 shares; 2025Q1: 8,106 shares; 2025Q2: 7,938 shares; 2025Q3: 7,811 shares; 2025Q4: 8,157 shares; 2026Q1: 7,081 shares 7,081 $580K 0.07% -1,076 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: 1,423 shares; 2024Q4: 1,505 shares; 2025Q1: 1,508 shares; 2025Q2: 1,510 shares; 2025Q3: 1,416 shares; 2025Q4: 981 shares; 2026Q1: 1,025 shares 1,025 $578K 0.07% +44 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 44,475 shares; 2025Q4: 46,003 shares; 2026Q1: 39,637 shares 39,637 $572K 0.07% -6,366 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,222 shares; 2025Q4: 2,306 shares; 2026Q1: 3,980 shares 3,980 $558K 0.07% +1,674 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 895 shares; 2025Q1: 960 shares; 2025Q2: 931 shares; 2025Q3: 932 shares; 2025Q4: 866 shares; 2026Q1: 900 shares 900 $555K 0.07% +34 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,619 shares; 2024Q4: 27,216 shares; 2025Q1: 27,483 shares; 2025Q2: 33,153 shares; 2025Q3: 29,100 shares; 2025Q4: 30,246 shares; 2026Q1: 28,951 shares 28,951 $555K 0.07% -1,295 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 983 shares; 2025Q1: 986 shares; 2025Q2: 994 shares; 2025Q3: 997 shares; 2025Q4: not reported; 2026Q1: 2,423 shares 2,423 $548K 0.07% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 9,221 shares; 2025Q1: 9,070 shares; 2025Q2: 8,011 shares; 2025Q3: 7,795 shares; 2025Q4: 7,371 shares; 2026Q1: 7,452 shares 7,452 $539K 0.06% +81 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: not reported; 2024Q4: 5,362 shares; 2025Q1: 5,263 shares; 2025Q2: 20,752 shares; 2025Q3: 20,883 shares; 2025Q4: 32,556 shares; 2026Q1: 8,774 shares 8,774 $538K 0.06% -23,782 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 33,311 shares; 2025Q1: 37,471 shares; 2025Q2: 16,310 shares; 2025Q3: 17,767 shares; 2025Q4: 18,683 shares; 2026Q1: 15,219 shares 15,219 $523K 0.06% -3,464 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: not reported; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,791 shares; 2025Q3: 6,452 shares; 2025Q4: 6,967 shares; 2026Q1: 9,401 shares 9,401 $520K 0.06% +2,434 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 3,454 shares 3,454 $519K 0.06% new 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: 5,450 shares; 2024Q4: 5,746 shares; 2025Q1: 8,085 shares; 2025Q2: 8,237 shares; 2025Q3: 8,754 shares; 2025Q4: 9,070 shares; 2026Q1: 7,656 shares 7,656 $517K 0.06% -1,414 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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: 65,098 shares; 2025Q4: 72,898 shares; 2026Q1: 74,745 shares 74,745 $513K 0.06% +1,847 Timeline ACWX 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: 6,212 shares; 2024Q4: 6,303 shares; 2025Q1: 6,241 shares; 2025Q2: 6,245 shares; 2025Q3: 6,043 shares; 2025Q4: 6,218 shares; 2026Q1: 7,307 shares 7,307 $500K 0.06% +1,089 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 7,130 shares 7,130 $494K 0.06% +5,024 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: 1,896 shares; 2024Q4: 2,156 shares; 2025Q1: 2,384 shares; 2025Q2: 2,493 shares; 2025Q3: 2,405 shares; 2025Q4: 2,355 shares; 2026Q1: 2,326 shares 2,326 $479K 0.06% -29 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: 5,177 shares; 2024Q4: 5,244 shares; 2025Q1: 5,524 shares; 2025Q2: 5,448 shares; 2025Q3: 5,441 shares; 2025Q4: 5,469 shares; 2026Q1: 5,338 shares 5,338 $473K 0.06% -131 Timeline JXI 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: 5,242 shares; 2025Q4: 5,242 shares; 2026Q1: 5,370 shares 5,370 $464K 0.06% +128 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: 1,840 shares; 2024Q4: 1,767 shares; 2025Q1: 1,763 shares; 2025Q2: 1,734 shares; 2025Q3: 1,653 shares; 2025Q4: 1,667 shares; 2026Q1: 2,090 shares 2,090 $455K 0.05% +423 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,570 shares 2,570 $449K 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,091 shares; 2025Q1: 3,095 shares; 2025Q2: 3,115 shares; 2025Q3: 3,134 shares; 2025Q4: 3,159 shares; 2026Q1: 3,199 shares 3,199 $446K 0.05% +40 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: 29,143 shares; 2024Q4: 27,954 shares; 2025Q1: 31,575 shares; 2025Q2: 31,801 shares; 2025Q3: 13,958 shares; 2025Q4: 9,201 shares; 2026Q1: 8,761 shares 8,761 $440K 0.05% -440 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: 1,186 shares; 2024Q4: 1,189 shares; 2025Q1: 1,195 shares; 2025Q2: 1,338 shares; 2025Q3: 1,322 shares; 2025Q4: 1,582 shares; 2026Q1: 1,835 shares 1,835 $434K 0.05% +253 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: 905 shares; 2024Q4: 1,258 shares; 2025Q1: 1,132 shares; 2025Q2: 1,073 shares; 2025Q3: 946 shares; 2025Q4: 896 shares; 2026Q1: 928 shares 928 $430K 0.05% +32 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares 1,408 $412K 0.05% 0 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares; 2026Q1: 2,630 shares 2,630 $402K 0.05% +27 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 12,022 shares; 2025Q1: 11,649 shares; 2025Q2: 19,245 shares; 2025Q3: 19,380 shares; 2025Q4: 19,507 shares; 2026Q1: 19,632 shares 19,632 $401K 0.05% +125 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: 2,896 shares; 2024Q4: 2,907 shares; 2025Q1: not reported; 2025Q2: 3,955 shares; 2025Q3: 3,869 shares; 2025Q4: 3,887 shares; 2026Q1: 4,479 shares 4,479 $400K 0.05% +592 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: 1,897 shares; 2024Q4: 1,726 shares; 2025Q1: 1,793 shares; 2025Q2: 2,166 shares; 2025Q3: 2,153 shares; 2025Q4: 2,155 shares; 2026Q1: 2,436 shares 2,436 $389K 0.05% +281 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,179 shares; 2025Q4: 2,511 shares; 2026Q1: 2,651 shares 2,651 $388K 0.05% +140 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: 4,091 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,157 shares; 2025Q3: 4,152 shares; 2025Q4: 3,292 shares; 2026Q1: 2,784 shares 2,784 $378K 0.05% -508 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 363 shares; 2025Q2: 375 shares; 2025Q3: 383 shares; 2025Q4: 3,850 shares; 2026Q1: 3,929 shares 3,929 $378K 0.05% +79 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: 9,360 shares; 2024Q4: 12,212 shares; 2025Q1: 13,279 shares; 2025Q2: 13,440 shares; 2025Q3: 13,391 shares; 2025Q4: 13,187 shares; 2026Q1: 13,354 shares 13,354 $375K 0.04% +167 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,457 shares; 2025Q1: 7,727 shares; 2025Q2: 9,036 shares; 2025Q3: 8,482 shares; 2025Q4: 8,172 shares; 2026Q1: 8,029 shares 8,029 $369K 0.04% -143 Timeline SHY 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: 6,166 shares; 2024Q4: 6,162 shares; 2025Q1: 5,164 shares; 2025Q2: 4,094 shares; 2025Q3: 3,662 shares; 2025Q4: 4,370 shares; 2026Q1: 4,390 shares 4,390 $363K 0.04% +20 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 2,574 shares; 2026Q1: 3,039 shares 3,039 $360K 0.04% +465 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: 2,723 shares; 2024Q4: 2,503 shares; 2025Q1: 2,172 shares; 2025Q2: 2,184 shares; 2025Q3: 2,196 shares; 2025Q4: 2,206 shares; 2026Q1: 2,189 shares 2,189 $360K 0.04% -17 Timeline IBDS 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: 8,689 shares; 2025Q1: 12,982 shares; 2025Q2: 13,079 shares; 2025Q3: 14,424 shares; 2025Q4: 14,573 shares; 2026Q1: 14,646 shares 14,646 $355K 0.04% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 715 shares; 2026Q1: 766 shares 766 $353K 0.04% +51 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,862 shares; 2024Q4: 24,404 shares; 2025Q1: 5,997 shares; 2025Q2: 6,050 shares; 2025Q3: 5,622 shares; 2025Q4: 4,820 shares; 2026Q1: 4,742 shares 4,742 $353K 0.04% -78 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: 1,105 shares; 2024Q4: 1,281 shares; 2025Q1: 1,153 shares; 2025Q2: 1,279 shares; 2025Q3: 1,297 shares; 2025Q4: 1,339 shares; 2026Q1: 1,333 shares 1,333 $347K 0.04% -6 Timeline FDN 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: 1,714 shares; 2024Q4: 1,712 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,442 shares; 2025Q4: 1,426 shares; 2026Q1: 1,420 shares 1,420 $332K 0.04% -6 Timeline SKYY 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: 4,459 shares; 2024Q4: 4,450 shares; 2025Q1: 2,850 shares; 2025Q2: 2,851 shares; 2025Q3: 2,842 shares; 2025Q4: 3,024 shares; 2026Q1: 3,018 shares 3,018 $330K 0.04% -6 Timeline TDIV 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: 29,719 shares; 2025Q3: 30,198 shares; 2025Q4: 28,181 shares; 2026Q1: 3,461 shares 3,461 $324K 0.04% -24,720 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: 3,404 shares; 2024Q4: 3,411 shares; 2025Q1: 3,498 shares; 2025Q2: 3,477 shares; 2025Q3: 3,703 shares; 2025Q4: 3,847 shares; 2026Q1: 2,343 shares 2,343 $310K 0.04% -1,504 Timeline MLPA 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: 6,752 shares; 2024Q4: 6,695 shares; 2025Q1: 6,678 shares; 2025Q2: 6,374 shares; 2025Q3: 6,497 shares; 2025Q4: 6,086 shares; 2026Q1: 5,750 shares 5,750 $310K 0.04% -336 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,208 shares; 2025Q1: 2,067 shares; 2025Q2: 1,985 shares; 2025Q3: 2,173 shares; 2025Q4: 2,189 shares; 2026Q1: 2,838 shares 2,838 $302K 0.04% +649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares 549 $301K 0.04% new 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: 533 shares; 2024Q4: 534 shares; 2025Q1: 504 shares; 2025Q2: 577 shares; 2025Q3: 588 shares; 2025Q4: 3,520 shares; 2026Q1: 602 shares 602 $301K 0.04% -2,918 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $295K 0.04% new Timeline MOG-B MOOG INC More: the full row for MOOG 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: 954 shares; 2026Q1: 954 shares 954 $281K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 840 shares; 2025Q1: 842 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares; 2026Q1: 788 shares 788 $281K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,896 shares 3,896 $280K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,759 shares; 2025Q1: 3,969 shares; 2025Q2: 3,779 shares; 2025Q3: 4,472 shares; 2025Q4: 4,469 shares; 2026Q1: 4,478 shares 4,478 $277K 0.03% +9 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: not reported; 2024Q4: 1,964 shares; 2025Q1: not reported; 2025Q2: 1,984 shares; 2025Q3: 2,768 shares; 2025Q4: 2,740 shares; 2026Q1: 2,862 shares 2,862 $276K 0.03% +122 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 374 shares; 2026Q1: 376 shares 376 $274K 0.03% +2 Timeline IBDR 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: 13,647 shares; 2024Q4: 13,773 shares; 2025Q1: 13,837 shares; 2025Q2: 13,933 shares; 2025Q3: 15,326 shares; 2025Q4: 15,475 shares; 2026Q1: 11,283 shares 11,283 $273K 0.03% -4,192 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,882 shares; 2026Q1: 1,897 shares 1,897 $270K 0.03% +15 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: 2,151 shares; 2024Q4: 2,162 shares; 2025Q1: 2,138 shares; 2025Q2: 2,147 shares; 2025Q3: 2,055 shares; 2025Q4: 2,050 shares; 2026Q1: 1,883 shares 1,883 $261K 0.03% -167 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares; 2026Q1: 4,519 shares 4,519 $257K 0.03% +437 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: 691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 737 shares; 2025Q4: 742 shares; 2026Q1: 749 shares 749 $257K 0.03% +7 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: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,976 shares; 2026Q1: 2,037 shares 2,037 $256K 0.03% +61 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 22,146 shares; 2025Q1: not reported; 2025Q2: 22,419 shares; 2025Q3: 22,419 shares; 2025Q4: 22,626 shares; 2026Q1: 22,626 shares 22,626 $255K 0.03% 0 Timeline CPTL 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: 5,441 shares; 2024Q4: 5,250 shares; 2025Q1: 6,075 shares; 2025Q2: 6,132 shares; 2025Q3: 5,948 shares; 2025Q4: 5,772 shares; 2026Q1: 6,139 shares 6,139 $255K 0.03% +367 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: 2,504 shares; 2025Q2: 1,903 shares; 2025Q3: 1,848 shares; 2025Q4: 1,884 shares; 2026Q1: 1,928 shares 1,928 $252K 0.03% +44 Timeline SJNK 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: 11,881 shares; 2024Q4: 11,983 shares; 2025Q1: 12,007 shares; 2025Q2: 12,046 shares; 2025Q3: 11,008 shares; 2025Q4: 9,944 shares; 2026Q1: 10,025 shares 10,025 $250K 0.03% +81 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 8,063 shares 8,063 $250K 0.03% new Timeline IJT 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: 2,674 shares; 2024Q4: 2,570 shares; 2025Q1: 2,547 shares; 2025Q2: 2,585 shares; 2025Q3: 2,270 shares; 2025Q4: 1,690 shares; 2026Q1: 1,693 shares 1,693 $245K 0.03% +3 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares 4,766 $241K 0.03% 0 Timeline SDIV 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: 9,281 shares 9,281 $234K 0.03% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 7,675 shares; 2026Q1: 7,680 shares 7,680 $234K 0.03% +5 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: 699 shares; 2024Q4: 648 shares; 2025Q1: 627 shares; 2025Q2: 603 shares; 2025Q3: 623 shares; 2025Q4: 676 shares; 2026Q1: 701 shares 701 $231K 0.03% +25 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: 1,913 shares; 2024Q4: 1,836 shares; 2025Q1: 1,921 shares; 2025Q2: 1,817 shares; 2025Q3: 1,777 shares; 2025Q4: 1,685 shares; 2026Q1: 1,735 shares 1,735 $229K 0.03% +50 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares; 2026Q1: 263 shares 263 $228K 0.03% +1 Timeline RING 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: 2,851 shares 2,851 $225K 0.03% 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: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,118 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: not reported; 2026Q1: 1,137 shares 1,137 $221K 0.03% new 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: 2,679 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,688 shares; 2026Q1: 4,771 shares 4,771 $219K 0.03% +83 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,684 shares; 2025Q1: 12,923 shares; 2025Q2: 3,360 shares; 2025Q3: 4,459 shares; 2025Q4: 4,532 shares; 2026Q1: 1,429 shares 1,429 $216K 0.03% -3,103 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,393 shares; 2026Q1: 2,130 shares 2,130 $213K 0.03% -263 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 772 shares; 2025Q4: not reported; 2026Q1: 1,591 shares 1,591 $211K 0.03% new 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: 6,259 shares; 2024Q4: 6,269 shares; 2025Q1: 5,135 shares; 2025Q2: 4,291 shares; 2025Q3: 4,051 shares; 2025Q4: 3,720 shares; 2026Q1: 2,235 shares 2,235 $208K 0.02% -1,485 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: 2,584 shares; 2024Q4: 2,707 shares; 2025Q1: 2,578 shares; 2025Q2: 2,687 shares; 2025Q3: 2,703 shares; 2025Q4: 2,741 shares; 2026Q1: 2,947 shares 2,947 $208K 0.02% +206 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares; 2026Q1: 194 shares 194 $207K 0.02% -2 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $207K 0.02% 0 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: 1,368 shares; 2024Q4: 1,427 shares; 2025Q1: 1,412 shares; 2025Q2: 1,431 shares; 2025Q3: 1,307 shares; 2025Q4: 1,368 shares; 2026Q1: 1,603 shares 1,603 $206K 0.02% +235 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,953 shares 2,953 $205K 0.02% new 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: 6,749 shares; 2024Q4: 6,506 shares; 2025Q1: 6,628 shares; 2025Q2: 6,873 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,034 shares 4,034 $205K 0.02% new Timeline QYLD 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: 40,905 shares; 2024Q4: 42,428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,204 shares 10,204 $175K 0.02% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 14,863 shares; 2025Q3: 14,863 shares; 2025Q4: 14,863 shares; 2026Q1: 14,863 shares 14,863 $163K 0.02% 0 Timeline