IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 568,311 shares; 2025Q1: 584,302 shares; 2025Q2: 601,013 shares; 2025Q3: 615,627 shares; 2025Q4: 671,055 shares; 2026Q1: 691,129 shares; 2026Q2: 777,144 shares 777,144 $35.9M 10.74% +86,015 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; 2024Q3: restricted; 2024Q4: 724,331 shares; 2025Q1: 728,237 shares; 2025Q2: 731,430 shares; 2025Q3: 744,484 shares; 2025Q4: 737,497 shares; 2026Q1: 741,202 shares; 2026Q2: 747,950 shares 747,950 $23.3M 6.97% +6,748 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119,420 shares; 2025Q1: 119,512 shares; 2025Q2: 120,719 shares; 2025Q3: 121,754 shares; 2025Q4: 117,210 shares; 2026Q1: 117,845 shares; 2026Q2: 118,225 shares 118,225 $22.2M 6.66% +380 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 158,738 shares; 2025Q2: 159,546 shares; 2025Q3: 164,944 shares; 2025Q4: 173,772 shares; 2026Q1: 172,072 shares; 2026Q2: 180,570 shares 180,570 $16.1M 4.83% +8,498 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; 2024Q3: restricted; 2024Q4: 361,226 shares; 2025Q1: 430,156 shares; 2025Q2: 430,989 shares; 2025Q3: 437,507 shares; 2025Q4: 420,588 shares; 2026Q1: 404,108 shares; 2026Q2: 392,965 shares 392,965 $11.6M 3.46% -11,143 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 269,186 shares; 2025Q1: 70,607 shares; 2025Q2: 92,720 shares; 2025Q3: 98,392 shares; 2025Q4: 103,201 shares; 2026Q1: 106,059 shares; 2026Q2: 109,366 shares 109,366 $10.6M 3.16% +3,307 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; 2024Q3: restricted; 2024Q4: 34,570 shares; 2025Q1: 35,365 shares; 2025Q2: 34,527 shares; 2025Q3: 34,633 shares; 2025Q4: 32,446 shares; 2026Q1: 32,242 shares; 2026Q2: 129,724 shares 129,724 $10.5M 3.13% +97,482 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,121 shares; 2025Q1: 29,631 shares; 2025Q2: 29,121 shares; 2025Q3: 33,044 shares; 2025Q4: 30,461 shares; 2026Q1: 28,135 shares; 2026Q2: 28,069 shares 28,069 $8.12M 2.43% -66 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,497 shares; 2025Q1: 23,497 shares; 2025Q2: 23,498 shares; 2025Q3: 23,621 shares; 2025Q4: 22,470 shares; 2026Q1: 22,372 shares; 2026Q2: 21,915 shares 21,915 $7.83M 2.35% -457 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,389 shares; 2025Q1: 55,997 shares; 2025Q2: 51,997 shares; 2025Q3: 51,029 shares; 2025Q4: 49,012 shares; 2026Q1: 49,017 shares; 2026Q2: 49,644 shares 49,644 $7.36M 2.21% +627 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,045 shares; 2025Q1: 5,214 shares; 2025Q2: 145,904 shares; 2025Q3: 146,249 shares; 2025Q4: 143,765 shares; 2026Q1: 144,120 shares; 2026Q2: 143,443 shares 143,443 $6.69M 2% -677 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 179,366 shares; 2025Q1: 187,577 shares; 2025Q2: 192,940 shares; 2025Q3: 205,447 shares; 2025Q4: 222,637 shares; 2026Q1: 231,107 shares; 2026Q2: 235,300 shares 235,300 $5.57M 1.67% +4,193 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,973 shares; 2025Q1: 14,973 shares; 2025Q2: 14,744 shares; 2025Q3: 14,705 shares; 2025Q4: 14,622 shares; 2026Q1: 14,547 shares; 2026Q2: 14,272 shares 14,272 $5.04M 1.51% -275 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,721 shares; 2025Q1: 59,636 shares; 2025Q2: 69,328 shares; 2025Q3: 84,434 shares; 2025Q4: 93,689 shares; 2026Q1: 96,630 shares; 2026Q2: 95,977 shares 95,977 $4.96M 1.49% -653 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 173,382 shares; 2025Q1: 186,218 shares; 2025Q2: 187,621 shares; 2025Q3: 198,804 shares; 2025Q4: 200,090 shares; 2026Q1: 206,225 shares; 2026Q2: 206,649 shares 206,649 $4.93M 1.48% +424 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; 2024Q3: restricted; 2024Q4: 6,937 shares; 2025Q1: 6,971 shares; 2025Q2: 6,390 shares; 2025Q3: 6,365 shares; 2025Q4: 6,251 shares; 2026Q1: 6,231 shares; 2026Q2: 6,216 shares 6,216 $4.64M 1.39% -15 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,608 shares; 2025Q1: 47,090 shares; 2025Q2: 47,176 shares; 2025Q3: 44,560 shares; 2025Q4: 44,628 shares; 2026Q1: 43,954 shares; 2026Q2: 44,201 shares 44,201 $4.38M 1.31% +247 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,880 shares; 2025Q2: 30,897 shares; 2025Q3: 29,672 shares; 2025Q4: 29,165 shares; 2026Q1: 28,335 shares; 2026Q2: 34,142 shares 34,142 $4.37M 1.31% +5,807 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; 2024Q3: restricted; 2024Q4: 91,625 shares; 2025Q1: 120,338 shares; 2025Q2: 121,793 shares; 2025Q3: 121,471 shares; 2025Q4: 131,526 shares; 2026Q1: 136,572 shares; 2026Q2: 137,173 shares 137,173 $4.35M 1.3% +601 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,247 shares; 2025Q1: 41,908 shares; 2025Q2: 23,738 shares; 2025Q3: 24,159 shares; 2025Q4: 24,546 shares; 2026Q1: 24,619 shares; 2026Q2: 25,008 shares 25,008 $4.09M 1.23% +389 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,839 shares; 2025Q1: 14,053 shares; 2025Q2: 14,191 shares; 2025Q3: 18,111 shares; 2025Q4: 17,644 shares; 2026Q1: 18,342 shares; 2026Q2: 19,767 shares 19,767 $3.96M 1.18% +1,425 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; 2024Q3: restricted; 2024Q4: 56,116 shares; 2025Q1: 56,322 shares; 2025Q2: 55,960 shares; 2025Q3: 52,463 shares; 2025Q4: 53,182 shares; 2026Q1: 53,507 shares; 2026Q2: 53,755 shares 53,755 $3.83M 1.15% +248 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,980 shares; 2025Q1: 6,920 shares; 2025Q2: 7,269 shares; 2025Q3: 7,272 shares; 2025Q4: 7,284 shares; 2026Q1: 7,173 shares; 2026Q2: 28,760 shares 28,760 $3.57M 1.07% +21,587 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; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: 708 shares; 2025Q2: 703 shares; 2025Q3: 1,305 shares; 2025Q4: 2,921 shares; 2026Q1: 3,599 shares; 2026Q2: 4,621 shares 4,621 $3.4M 1.02% +1,022 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 121,705 shares; 2025Q1: 117,980 shares; 2025Q2: 117,805 shares; 2025Q3: 117,812 shares; 2025Q4: 117,819 shares; 2026Q1: 117,825 shares; 2026Q2: 115,740 shares 115,740 $3.35M 1% -2,085 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,386 shares; 2025Q1: 55,097 shares; 2025Q2: 57,974 shares; 2025Q3: 58,471 shares; 2025Q4: 60,779 shares; 2026Q1: 60,987 shares; 2026Q2: 66,881 shares 66,881 $3.24M 0.97% +5,894 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,853 shares; 2025Q1: 46,657 shares; 2025Q2: 39,135 shares; 2025Q3: 41,994 shares; 2025Q4: 40,189 shares; 2026Q1: 40,843 shares; 2026Q2: 39,700 shares 39,700 $2.78M 0.83% -1,143 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,530 shares; 2025Q1: 8,491 shares; 2025Q2: 8,807 shares; 2025Q3: 7,749 shares; 2025Q4: 8,028 shares; 2026Q1: 6,572 shares; 2026Q2: 6,167 shares 6,167 $2.59M 0.78% -405 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,397 shares; 2025Q1: 6,103 shares; 2025Q2: 5,994 shares; 2025Q3: 6,534 shares; 2025Q4: 6,281 shares; 2026Q1: 6,368 shares; 2026Q2: 6,643 shares 6,643 $2.48M 0.74% +275 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; 2024Q3: restricted; 2024Q4: 8,551 shares; 2025Q1: 7,745 shares; 2025Q2: 7,841 shares; 2025Q3: 7,832 shares; 2025Q4: 7,240 shares; 2026Q1: 6,878 shares; 2026Q2: 6,352 shares 6,352 $2.35M 0.7% -526 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; 2024Q3: restricted; 2024Q4: 5,006 shares; 2025Q1: 4,802 shares; 2025Q2: 4,687 shares; 2025Q3: 4,573 shares; 2025Q4: 4,223 shares; 2026Q1: 4,464 shares; 2026Q2: 4,499 shares 4,499 $2.25M 0.67% +35 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; 2024Q3: restricted; 2024Q4: 20,908 shares; 2025Q1: 21,582 shares; 2025Q2: 27,602 shares; 2025Q3: 28,151 shares; 2025Q4: 26,829 shares; 2026Q1: 25,608 shares; 2026Q2: 25,908 shares 25,908 $2.13M 0.64% +300 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,225 shares; 2025Q1: 23,011 shares; 2025Q2: 30,834 shares; 2025Q3: 30,596 shares; 2025Q4: 27,312 shares; 2026Q1: 27,254 shares; 2026Q2: 27,355 shares 27,355 $2.05M 0.61% +101 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; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 6,097 shares; 2025Q2: 5,907 shares; 2025Q3: 7,105 shares; 2025Q4: 7,082 shares; 2026Q1: 7,459 shares; 2026Q2: 7,937 shares 7,937 $1.89M 0.57% +478 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,950 shares; 2025Q1: 16,688 shares; 2025Q2: 17,048 shares; 2025Q3: 17,073 shares; 2025Q4: 17,460 shares; 2026Q1: 17,506 shares; 2026Q2: 17,841 shares 17,841 $1.83M 0.55% +335 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; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 639 shares; 2025Q2: 562 shares; 2025Q3: 608 shares; 2025Q4: 563 shares; 2026Q1: 544 shares; 2026Q2: 1,388 shares 1,388 $1.67M 0.5% +844 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,717 shares; 2025Q1: 5,736 shares; 2025Q2: 11,952 shares; 2025Q3: 12,004 shares; 2025Q4: 12,058 shares; 2026Q1: 12,078 shares; 2026Q2: 12,125 shares 12,125 $1.66M 0.5% +47 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,848 shares; 2025Q1: 5,698 shares; 2025Q2: 4,529 shares; 2025Q3: 3,570 shares; 2025Q4: 2,452 shares; 2026Q1: 2,342 shares; 2026Q2: 1,928 shares 1,928 $1.62M 0.48% -414 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,621 shares; 2025Q1: 4,438 shares; 2025Q2: 4,026 shares; 2025Q3: 3,698 shares; 2025Q4: 3,041 shares; 2026Q1: 2,905 shares; 2026Q2: 6,348 shares 6,348 $1.61M 0.48% +3,443 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; 2024Q3: restricted; 2024Q4: 37,486 shares; 2025Q1: 34,838 shares; 2025Q2: 34,808 shares; 2025Q3: 34,256 shares; 2025Q4: 32,726 shares; 2026Q1: 31,445 shares; 2026Q2: 29,484 shares 29,484 $1.56M 0.47% -1,961 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,267 shares; 2025Q1: 12,365 shares; 2025Q2: 11,180 shares; 2025Q3: 11,186 shares; 2025Q4: 11,196 shares; 2026Q1: 11,189 shares; 2026Q2: 10,946 shares 10,946 $1.4M 0.42% -243 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,396 shares; 2025Q1: 37,253 shares; 2025Q2: 37,915 shares; 2025Q3: 39,108 shares; 2025Q4: 37,419 shares; 2026Q1: 37,896 shares; 2026Q2: 38,029 shares 38,029 $1.37M 0.41% +133 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,552 shares; 2025Q1: 5,406 shares; 2025Q2: 5,406 shares; 2025Q3: 5,510 shares; 2025Q4: 5,337 shares; 2026Q1: 4,987 shares; 2026Q2: 5,109 shares 5,109 $1.29M 0.39% +122 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,463 shares; 2025Q1: 43,300 shares; 2025Q2: 39,933 shares; 2025Q3: 39,250 shares; 2025Q4: 30,852 shares; 2026Q1: 26,798 shares; 2026Q2: 26,491 shares 26,491 $1.27M 0.38% -307 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,938 shares; 2025Q2: 15,647 shares; 2025Q3: 15,683 shares; 2025Q4: 15,671 shares; 2026Q1: 15,511 shares; 2026Q2: 13,490 shares 13,490 $1.23M 0.37% -2,021 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,935 shares; 2025Q1: 36,038 shares; 2025Q2: 36,051 shares; 2025Q3: 36,081 shares; 2025Q4: 33,612 shares; 2026Q1: 33,630 shares; 2026Q2: 32,906 shares 32,906 $1.21M 0.36% -724 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; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,287 shares; 2025Q2: 3,273 shares; 2025Q3: 3,430 shares; 2025Q4: 3,178 shares; 2026Q1: 3,228 shares; 2026Q2: 3,409 shares 3,409 $1.12M 0.33% +181 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,494 shares; 2025Q1: 22,494 shares; 2025Q2: 22,494 shares; 2025Q3: 22,518 shares; 2025Q4: 22,518 shares; 2026Q1: 22,494 shares; 2026Q2: 22,494 shares 22,494 $1.01M 0.3% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares; 2025Q2: 30,757 shares; 2025Q3: 30,262 shares; 2025Q4: 30,262 shares; 2026Q1: 30,262 shares; 2026Q2: 28,107 shares 28,107 $1.01M 0.3% -2,155 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,798 shares; 2025Q1: 18,798 shares; 2025Q2: 18,798 shares; 2025Q3: 17,806 shares; 2025Q4: 15,496 shares; 2026Q1: 14,919 shares; 2026Q2: 15,340 shares 15,340 $989K 0.3% +421 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; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,878 shares; 2025Q2: 1,582 shares; 2025Q3: 1,497 shares; 2025Q4: 1,499 shares; 2026Q1: 1,429 shares; 2026Q2: 1,405 shares 1,405 $988K 0.3% -24 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; 2024Q3: restricted; 2024Q4: 35,496 shares; 2025Q1: 35,351 shares; 2025Q2: 35,197 shares; 2025Q3: 35,509 shares; 2025Q4: 31,852 shares; 2026Q1: 34,004 shares; 2026Q2: 33,704 shares 33,704 $934K 0.28% -300 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,609 shares; 2025Q4: 2,156 shares; 2026Q1: 2,255 shares; 2026Q2: 2,456 shares 2,456 $928K 0.28% +201 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 291 shares; 2025Q4: 301 shares; 2026Q1: 302 shares; 2026Q2: 3,040 shares 3,040 $917K 0.27% +2,738 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,229 shares; 2025Q1: 21,409 shares; 2025Q2: 21,472 shares; 2025Q3: 21,530 shares; 2025Q4: 19,415 shares; 2026Q1: 19,463 shares; 2026Q2: 19,510 shares 19,510 $865K 0.26% +47 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 3,801 shares; 2025Q3: 3,809 shares; 2025Q4: 3,876 shares; 2026Q1: 3,881 shares; 2026Q2: 3,887 shares 3,887 $860K 0.26% +6 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,501 shares; 2025Q1: 2,496 shares; 2025Q2: 2,496 shares; 2025Q3: 2,445 shares; 2025Q4: 2,437 shares; 2026Q1: 2,452 shares; 2026Q2: 2,505 shares 2,505 $797K 0.24% +53 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,129 shares; 2025Q3: 7,977 shares; 2025Q4: 7,681 shares; 2026Q1: 7,494 shares; 2026Q2: 7,539 shares 7,539 $783K 0.23% +45 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; 2024Q3: restricted; 2024Q4: 3,122 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,088 shares; 2025Q4: 2,736 shares; 2026Q1: 2,392 shares; 2026Q2: 2,281 shares 2,281 $778K 0.23% -111 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 1,143 shares; 2025Q4: 845 shares; 2026Q1: 805 shares; 2026Q2: 829 shares 829 $776K 0.23% +24 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,393 shares; 2025Q1: 2,093 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,101 shares; 2026Q1: 2,109 shares; 2026Q2: 2,208 shares 2,208 $773K 0.23% +99 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,374 shares; 2025Q1: 7,094 shares; 2025Q2: 4,040 shares; 2025Q3: 3,970 shares; 2025Q4: 4,080 shares; 2026Q1: 5,483 shares; 2026Q2: 3,576 shares 3,576 $761K 0.23% -1,907 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,374 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,458 shares; 2025Q4: 1,606 shares; 2026Q1: 1,704 shares; 2026Q2: 5,295 shares 5,295 $739K 0.22% +3,591 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; 2024Q3: restricted; 2024Q4: 992 shares; 2025Q1: 918 shares; 2025Q2: 926 shares; 2025Q3: 821 shares; 2025Q4: 1,249 shares; 2026Q1: 1,256 shares; 2026Q2: 8,923 shares 8,923 $695K 0.21% +7,667 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,820 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,820 shares; 2025Q4: 6,790 shares; 2026Q1: 6,790 shares; 2026Q2: 6,790 shares 6,790 $694K 0.21% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,429 shares; 2025Q1: 4,438 shares; 2025Q2: 4,447 shares; 2025Q3: 4,346 shares; 2025Q4: 4,296 shares; 2026Q1: 4,225 shares; 2026Q2: 4,209 shares 4,209 $691K 0.21% -16 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; 2024Q3: restricted; 2024Q4: 5,559 shares; 2025Q1: 5,650 shares; 2025Q2: 6,211 shares; 2025Q3: 6,421 shares; 2025Q4: 6,675 shares; 2026Q1: 6,709 shares; 2026Q2: 6,997 shares 6,997 $675K 0.2% +288 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,845 shares; 2025Q1: 28,551 shares; 2025Q2: 24,879 shares; 2025Q3: 23,655 shares; 2025Q4: 21,059 shares; 2026Q1: 21,072 shares; 2026Q2: 21,809 shares 21,809 $664K 0.2% +737 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; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 975 shares; 2025Q4: 988 shares; 2026Q1: 989 shares; 2026Q2: 911 shares 911 $656K 0.2% -78 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,612 shares; 2025Q1: 9,831 shares; 2025Q2: 9,831 shares; 2025Q3: 9,831 shares; 2025Q4: 9,831 shares; 2026Q1: 9,831 shares; 2026Q2: 9,586 shares 9,586 $656K 0.2% -245 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; 2024Q3: restricted; 2024Q4: 1,803 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,659 shares; 2025Q4: 1,479 shares; 2026Q1: 1,494 shares; 2026Q2: 1,513 shares 1,513 $645K 0.19% +19 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,987 shares; 2025Q1: 3,990 shares; 2025Q2: 4,024 shares; 2025Q3: 3,840 shares; 2025Q4: 3,704 shares; 2026Q1: 3,729 shares; 2026Q2: 3,872 shares 3,872 $642K 0.19% +143 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,369 shares; 2025Q1: 8,221 shares; 2025Q2: 8,294 shares; 2025Q3: 11,148 shares; 2025Q4: 11,297 shares; 2026Q1: 11,395 shares; 2026Q2: 11,416 shares 11,416 $624K 0.19% +21 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,629 shares; 2025Q1: 6,998 shares; 2025Q2: 6,874 shares; 2025Q3: 6,846 shares; 2025Q4: 6,858 shares; 2026Q1: 6,765 shares; 2026Q2: 6,395 shares 6,395 $618K 0.19% -370 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191,162 shares; 2025Q1: 184,895 shares; 2025Q2: 192,208 shares; 2025Q3: 164,128 shares; 2025Q4: 48,560 shares; 2026Q1: 33,303 shares; 2026Q2: 31,408 shares 31,408 $606K 0.18% -1,895 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,219 shares; 2025Q4: 4,219 shares; 2026Q1: 4,221 shares; 2026Q2: 4,536 shares 4,536 $603K 0.18% +315 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; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,250 shares; 2025Q2: 2,220 shares; 2025Q3: 2,166 shares; 2025Q4: 1,995 shares; 2026Q1: 1,996 shares; 2026Q2: 1,945 shares 1,945 $589K 0.18% -51 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 629 shares; 2026Q2: 449 shares 449 $536K 0.16% -180 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,892 shares; 2025Q3: 10,931 shares; 2025Q4: 10,988 shares; 2026Q1: 11,707 shares; 2026Q2: 11,847 shares 11,847 $534K 0.16% +140 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 2,082 shares; 2025Q3: 2,132 shares; 2025Q4: 2,114 shares; 2026Q1: 1,958 shares; 2026Q2: 1,936 shares 1,936 $523K 0.16% -22 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,415 shares; 2025Q1: 5,415 shares; 2025Q2: 5,328 shares; 2025Q3: 5,123 shares; 2025Q4: 3,852 shares; 2026Q1: 3,858 shares; 2026Q2: 3,861 shares 3,861 $523K 0.16% +3 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; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 836 shares; 2025Q4: 839 shares; 2026Q1: 878 shares; 2026Q2: 883 shares 883 $498K 0.15% +5 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; 2024Q3: restricted; 2024Q4: 2,606 shares; 2025Q1: 2,436 shares; 2025Q2: 2,320 shares; 2025Q3: 2,130 shares; 2025Q4: 2,071 shares; 2026Q1: 2,040 shares; 2026Q2: 2,019 shares 2,019 $491K 0.15% -21 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; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 83 shares; 2025Q4: 647 shares; 2026Q1: 765 shares; 2026Q2: 844 shares 844 $490K 0.15% +79 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,873 shares; 2025Q3: 3,890 shares; 2025Q4: 3,905 shares; 2026Q1: 3,915 shares; 2026Q2: 3,929 shares 3,929 $490K 0.15% +14 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,259 shares; 2025Q1: 20,848 shares; 2025Q2: 20,848 shares; 2025Q3: 20,848 shares; 2025Q4: 19,999 shares; 2026Q1: 19,887 shares; 2026Q2: 21,938 shares 21,938 $481K 0.14% +2,051 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 95 shares; 2026Q1: 120 shares; 2026Q2: 414 shares 414 $478K 0.14% +294 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 14,643 shares; 2026Q2: 16,756 shares 16,756 $466K 0.14% +2,113 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,443 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,420 shares; 2026Q2: 1,480 shares 1,480 $445K 0.13% +60 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; 2024Q3: restricted; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,521 shares; 2025Q3: 2,608 shares; 2025Q4: 2,553 shares; 2026Q1: 2,466 shares; 2026Q2: 2,187 shares 2,187 $432K 0.13% -279 Timeline RSPT 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; 2024Q3: restricted; 2024Q4: 5,270 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares; 2025Q3: 18,056 shares; 2025Q4: 7,794 shares; 2026Q1: 5,706 shares; 2026Q2: 6,336 shares 6,336 $409K 0.12% +630 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; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 2,679 shares; 2025Q2: 879 shares; 2025Q3: 1,246 shares; 2025Q4: 1,294 shares; 2026Q1: 1,324 shares; 2026Q2: 3,365 shares 3,365 $395K 0.12% +2,041 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,847 shares; 2025Q4: 1,852 shares; 2026Q1: 1,716 shares; 2026Q2: 1,719 shares 1,719 $384K 0.12% +3 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,397 shares 2,397 $376K 0.11% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 938 shares; 2025Q3: 1,005 shares; 2025Q4: 889 shares; 2026Q1: 897 shares; 2026Q2: 1,068 shares 1,068 $366K 0.11% +171 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares; 2026Q2: 4,764 shares 4,764 $365K 0.11% +124 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; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 492 shares; 2025Q2: 493 shares; 2025Q3: 494 shares; 2025Q4: 555 shares; 2026Q1: 530 shares; 2026Q2: 1,294 shares 1,294 $364K 0.11% +764 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,284 shares; 2025Q1: 6,420 shares; 2025Q2: 6,898 shares; 2025Q3: 7,007 shares; 2025Q4: 7,501 shares; 2026Q1: 7,446 shares; 2026Q2: 7,904 shares 7,904 $354K 0.11% +458 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,583 shares; 2025Q1: 1,545 shares; 2025Q2: 1,548 shares; 2025Q3: 1,644 shares; 2025Q4: 1,654 shares; 2026Q1: 1,671 shares; 2026Q2: 1,868 shares 1,868 $354K 0.11% +197 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,269 shares; 2025Q1: 8,269 shares; 2025Q2: 8,280 shares; 2025Q3: 8,320 shares; 2025Q4: 15,484 shares; 2026Q1: 15,600 shares; 2026Q2: 15,725 shares 15,725 $351K 0.11% +125 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; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $350K 0.1% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,785 shares; 2025Q1: 9,257 shares; 2025Q2: 7,666 shares; 2025Q3: 7,495 shares; 2025Q4: 6,750 shares; 2026Q1: 6,754 shares; 2026Q2: 6,480 shares 6,480 $349K 0.1% -274 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,183 shares; 2026Q1: 1,251 shares; 2026Q2: 1,156 shares 1,156 $344K 0.1% -95 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 41 shares; 2026Q2: 3,424 shares 3,424 $340K 0.1% +3,383 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,413 shares; 2025Q1: 13,454 shares; 2025Q2: 13,628 shares; 2025Q3: 13,682 shares; 2025Q4: 8,167 shares; 2026Q1: 8,188 shares; 2026Q2: 8,151 shares 8,151 $336K 0.1% -37 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,033 shares; 2025Q1: 1,995 shares; 2025Q2: 1,356 shares; 2025Q3: 1,403 shares; 2025Q4: 1,414 shares; 2026Q1: 1,459 shares; 2026Q2: 2,408 shares 2,408 $326K 0.1% +949 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,861 shares; 2025Q1: 3,869 shares; 2025Q2: 3,880 shares; 2025Q3: 3,890 shares; 2025Q4: 3,862 shares; 2026Q1: 3,871 shares; 2026Q2: 3,881 shares 3,881 $318K 0.1% +10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 273 shares; 2026Q1: 275 shares; 2026Q2: 300 shares 300 $303K 0.09% +25 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; 2024Q3: restricted; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 1,983 shares; 2025Q4: 1,676 shares; 2026Q1: 1,692 shares; 2026Q2: 2,058 shares 2,058 $302K 0.09% +366 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $297K 0.09% 0 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; 2024Q3: restricted; 2024Q4: 897 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 885 shares; 2025Q4: 858 shares; 2026Q1: 877 shares; 2026Q2: 840 shares 840 $296K 0.09% -37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 1,215 shares; 2026Q1: 1,220 shares; 2026Q2: 1,201 shares 1,201 $291K 0.09% -19 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,555 shares; 2025Q1: 1,559 shares; 2025Q2: 1,290 shares; 2025Q3: 1,131 shares; 2025Q4: 1,196 shares; 2026Q1: 1,225 shares; 2026Q2: 2,212 shares 2,212 $284K 0.09% +987 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 294 shares; 2025Q4: 335 shares; 2026Q1: 370 shares; 2026Q2: 1,249 shares 1,249 $270K 0.08% +879 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 2,085 shares; 2026Q1: 1,961 shares; 2026Q2: 1,426 shares 1,426 $269K 0.08% -535 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; 2024Q3: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,816 shares; 2025Q4: 2,660 shares; 2026Q1: 2,709 shares; 2026Q2: 2,723 shares 2,723 $262K 0.08% +14 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; 2024Q3: restricted; 2024Q4: 8,093 shares; 2025Q1: 7,949 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares; 2025Q4: 7,706 shares; 2026Q1: 7,706 shares; 2026Q2: 7,528 shares 7,528 $255K 0.08% -178 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 127 shares 127 $253K 0.08% +19 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; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,740 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares; 2026Q2: 1,934 shares 1,934 $245K 0.07% +172 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,823 shares; 2025Q4: 1,842 shares; 2026Q1: 1,851 shares; 2026Q2: 1,858 shares 1,858 $243K 0.07% +7 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,950 shares; 2025Q1: 1,450 shares; 2025Q2: 5,811 shares; 2025Q3: 4,333 shares; 2025Q4: 3,317 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares 3,225 $241K 0.07% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,090 shares; 2025Q1: 3,092 shares; 2025Q2: 3,094 shares; 2025Q3: 3,469 shares; 2025Q4: 3,558 shares; 2026Q1: 3,680 shares; 2026Q2: 4,129 shares 4,129 $235K 0.07% +449 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,528 shares; 2025Q2: 2,434 shares; 2025Q3: 2,571 shares; 2025Q4: 2,498 shares; 2026Q1: 2,573 shares; 2026Q2: 2,531 shares 2,531 $233K 0.07% -42 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 993 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 1,007 shares; 2026Q1: 1,010 shares; 2026Q2: 1,014 shares 1,014 $230K 0.07% +4 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; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $227K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 470 shares 470 $224K 0.07% +195 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 1,932 shares; 2025Q4: 2,157 shares; 2026Q1: 1,991 shares; 2026Q2: 2,448 shares 2,448 $224K 0.07% +457 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $219K 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,155 shares; 2025Q4: 1,191 shares; 2026Q1: 1,198 shares; 2026Q2: 1,550 shares 1,550 $217K 0.06% +352 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; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 412 shares 412 $215K 0.06% +18 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; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 535 shares; 2025Q2: 530 shares; 2025Q3: 1,681 shares; 2025Q4: 2,135 shares; 2026Q1: 2,584 shares; 2026Q2: 1,822 shares 1,822 $213K 0.06% -762 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $211K 0.06% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,621 shares; 2025Q3: 1,623 shares; 2025Q4: 1,626 shares; 2026Q1: 1,627 shares; 2026Q2: 5,710 shares 5,710 $210K 0.06% +4,083 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: 3,173 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares; 2026Q1: 3,179 shares; 2026Q2: 3,179 shares 3,179 $209K 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 413 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 521 shares 521 $207K 0.06% +76 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,834 shares; 2025Q4: 4,861 shares; 2026Q1: 5,063 shares; 2026Q2: 5,127 shares 5,127 $206K 0.06% +64 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,353 shares; 2025Q4: 2,191 shares; 2026Q1: 2,287 shares; 2026Q2: 2,258 shares 2,258 $205K 0.06% -29 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 331 shares; 2026Q1: 710 shares; 2026Q2: 986 shares 986 $203K 0.06% +276 Timeline PPA 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; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,132 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,136 shares 1,136 $201K 0.06% +1 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; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 127 shares; 2025Q2: 271 shares; 2025Q3: 300 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 290 shares 290 $199K 0.06% +51 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; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,065 shares; 2025Q4: 2,110 shares; 2026Q1: 2,177 shares; 2026Q2: 2,263 shares 2,263 $199K 0.06% +86 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,259 shares; 2025Q3: 24,387 shares; 2025Q4: 23,950 shares; 2026Q1: 22,574 shares; 2026Q2: 20,088 shares 20,088 $195K 0.06% -2,486 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; 2024Q3: restricted; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $189K 0.06% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 763 shares; 2025Q4: 683 shares; 2026Q1: 681 shares; 2026Q2: 668 shares 668 $187K 0.06% -13 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 131 shares; 2026Q2: 167 shares 167 $178K 0.05% +36 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $177K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $176K 0.05% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $174K 0.05% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,971 shares; 2025Q1: 1,977 shares; 2025Q2: 1,991 shares; 2025Q3: 2,001 shares; 2025Q4: 2,035 shares; 2026Q1: 2,039 shares; 2026Q2: 2,048 shares 2,048 $172K 0.05% +9 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 750 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $171K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,734 shares; 2025Q1: 4,734 shares; 2025Q2: 4,064 shares; 2025Q3: 3,522 shares; 2025Q4: 3,549 shares; 2026Q1: 3,549 shares; 2026Q2: 3,549 shares 3,549 $169K 0.05% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,691 shares; 2025Q1: 4,075 shares; 2025Q2: 4,078 shares; 2025Q3: 4,081 shares; 2025Q4: 4,094 shares; 2026Q1: 4,098 shares; 2026Q2: 4,112 shares 4,112 $167K 0.05% +14 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,751 shares; 2025Q2: 1,797 shares; 2025Q3: 1,833 shares; 2025Q4: 1,868 shares; 2026Q1: 2,773 shares; 2026Q2: 2,836 shares 2,836 $160K 0.05% +63 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 565 shares; 2025Q4: 678 shares; 2026Q1: 901 shares; 2026Q2: 899 shares 899 $160K 0.05% -2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 256 shares; 2025Q4: 257 shares; 2026Q1: 288 shares; 2026Q2: 310 shares 310 $159K 0.05% +22 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; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,108 shares; 2025Q4: 1,253 shares; 2026Q1: 1,128 shares; 2026Q2: 1,235 shares 1,235 $156K 0.05% +107 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,113 shares; 2025Q1: 4,062 shares; 2025Q2: 4,088 shares; 2025Q3: 4,097 shares; 2025Q4: 4,111 shares; 2026Q1: 4,115 shares; 2026Q2: 4,139 shares 4,139 $154K 0.05% +24 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,504 shares 3,504 $153K 0.05% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 243 shares; 2025Q4: 206 shares; 2026Q1: 245 shares; 2026Q2: 368 shares 368 $153K 0.05% +123 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 895 shares 895 $153K 0.05% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 613 shares; 2025Q2: 616 shares; 2025Q3: 619 shares; 2025Q4: 638 shares; 2026Q1: 641 shares; 2026Q2: 702 shares 702 $149K 0.04% +61 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; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 1,240 shares 1,240 $148K 0.04% +1,077 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,438 shares 1,438 $147K 0.04% -377 Timeline JMST 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; 2024Q3: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $142K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: 1,108 shares; 2025Q2: 1,111 shares; 2025Q3: 1,113 shares; 2025Q4: 890 shares; 2026Q1: 892 shares; 2026Q2: 894 shares 894 $142K 0.04% +2 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 999 shares; 2025Q2: 1,003 shares; 2025Q3: 1,007 shares; 2025Q4: 843 shares; 2026Q1: 846 shares; 2026Q2: 848 shares 848 $140K 0.04% +2 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,341 shares; 2025Q2: 7,386 shares; 2025Q3: 7,431 shares; 2025Q4: 7,482 shares; 2026Q1: 7,527 shares; 2026Q2: 7,575 shares 7,575 $135K 0.04% +48 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,222 shares; 2025Q1: 3,273 shares; 2025Q2: 3,328 shares; 2025Q3: 3,384 shares; 2025Q4: 3,442 shares; 2026Q1: 3,493 shares; 2026Q2: 3,543 shares 3,543 $130K 0.04% +50 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 839 shares; 2025Q4: 899 shares; 2026Q1: 971 shares; 2026Q2: 1,090 shares 1,090 $123K 0.04% +119 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; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: 1,977 shares; 2025Q2: 1,984 shares; 2025Q3: 1,990 shares; 2025Q4: 1,997 shares; 2026Q1: 2,007 shares; 2026Q2: 2,289 shares 2,289 $123K 0.04% +282 Timeline UST PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,192 shares; 2025Q3: 2,787 shares; 2025Q4: 2,852 shares; 2026Q1: 2,865 shares; 2026Q2: 2,886 shares 2,886 $122K 0.04% +21 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 830 shares; 2025Q2: 1,360 shares; 2025Q3: 1,366 shares; 2025Q4: 1,378 shares; 2026Q1: 1,744 shares; 2026Q2: 1,748 shares 1,748 $122K 0.04% +4 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 849 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 489 shares; 2025Q4: 534 shares; 2026Q1: 553 shares; 2026Q2: 797 shares 797 $121K 0.04% +244 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,708 shares; 2026Q1: 1,754 shares; 2026Q2: 1,774 shares 1,774 $121K 0.04% +20 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,614 shares; 2025Q1: 3,609 shares; 2025Q2: 3,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,720 shares; 2026Q1: 3,360 shares; 2026Q2: 3,013 shares 3,013 $120K 0.04% -347 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 503 shares; 2026Q1: 665 shares; 2026Q2: 1,072 shares 1,072 $119K 0.04% +407 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; 2024Q3: restricted; 2024Q4: 323 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 326 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $118K 0.04% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 296 shares; 2026Q1: 586 shares; 2026Q2: 852 shares 852 $116K 0.03% +266 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,180 shares; 2025Q3: 1,189 shares; 2025Q4: 1,203 shares; 2026Q1: 1,170 shares; 2026Q2: 1,174 shares 1,174 $115K 0.03% +4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 262 shares; 2025Q4: 302 shares; 2026Q1: 276 shares; 2026Q2: 315 shares 315 $114K 0.03% +39 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 669 shares; 2025Q2: 1,888 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,898 shares; 2026Q2: 1,898 shares 1,898 $113K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 629 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 672 shares; 2026Q2: 694 shares 694 $112K 0.03% +22 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 375 shares; 2025Q2: 376 shares; 2025Q3: 573 shares; 2025Q4: 363 shares; 2026Q1: 364 shares; 2026Q2: 1,276 shares 1,276 $112K 0.03% +912 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 897 shares; 2025Q1: 899 shares; 2025Q2: 903 shares; 2025Q3: 905 shares; 2025Q4: 909 shares; 2026Q1: 911 shares; 2026Q2: 913 shares 913 $111K 0.03% +2 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,440 shares 1,440 $110K 0.03% 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; 2024Q3: restricted; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,771 shares; 2025Q4: 1,512 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395 $108K 0.03% 0 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 981 shares; 2025Q2: 984 shares; 2025Q3: 1,006 shares; 2025Q4: 1,009 shares; 2026Q1: 1,011 shares; 2026Q2: 1,204 shares 1,204 $107K 0.03% +193 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,157 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $106K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 112 shares; 2025Q4: 122 shares; 2026Q1: 209 shares; 2026Q2: 562 shares 562 $102K 0.03% +353 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 394 shares 394 $101K 0.03% +374 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 461 shares; 2025Q4: 334 shares; 2026Q1: 228 shares; 2026Q2: 365 shares 365 $101K 0.03% +137 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,325 shares; 2025Q4: 1,207 shares; 2026Q1: 1,532 shares; 2026Q2: 1,509 shares 1,509 $100K 0.03% -23 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,439 shares; 2025Q1: 2,441 shares; 2025Q2: 2,443 shares; 2025Q3: 2,217 shares; 2025Q4: 1,608 shares; 2026Q1: 1,678 shares; 2026Q2: 1,710 shares 1,710 $98.9K 0.03% +32 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 143 shares; 2026Q1: 139 shares; 2026Q2: 228 shares 228 $98.8K 0.03% +89 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 138 shares; 2025Q4: 172 shares; 2026Q1: 178 shares; 2026Q2: 264 shares 264 $98.7K 0.03% +86 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 89 shares; 2026Q1: 92 shares; 2026Q2: 193 shares 193 $98.3K 0.03% +101 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,433 shares; 2025Q1: 3,444 shares; 2025Q2: 3,460 shares; 2025Q3: 3,479 shares; 2025Q4: 3,512 shares; 2026Q1: 3,523 shares; 2026Q2: 3,539 shares 3,539 $97.7K 0.03% +16 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 416 shares; 2025Q4: 427 shares; 2026Q1: 451 shares; 2026Q2: 854 shares 854 $96.5K 0.03% +403 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; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 188 shares; 2025Q4: 151 shares; 2026Q1: 114 shares; 2026Q2: 124 shares 124 $94.6K 0.03% +10 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 501 shares; 2025Q4: 493 shares; 2026Q1: 557 shares; 2026Q2: 834 shares 834 $93.2K 0.03% +277 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 217 shares; 2025Q4: 221 shares; 2026Q1: 235 shares; 2026Q2: 458 shares 458 $92.8K 0.03% +223 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,697 shares 1,697 $91.7K 0.03% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 809 shares; 2025Q1: 646 shares; 2025Q2: 396 shares; 2025Q3: 443 shares; 2025Q4: 472 shares; 2026Q1: 515 shares; 2026Q2: 890 shares 890 $90.9K 0.03% +375 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; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 386 shares; 2026Q2: 1,111 shares 1,111 $90.3K 0.03% +725 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; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 1,997 shares; 2025Q2: 2,026 shares; 2025Q3: 2,056 shares; 2025Q4: 1,983 shares; 2026Q1: 1,829 shares; 2026Q2: 1,709 shares 1,709 $88.6K 0.03% -120 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 250 shares; 2025Q4: 259 shares; 2026Q1: 255 shares; 2026Q2: 464 shares 464 $88.4K 0.03% +209 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; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 65 shares; 2026Q2: 75 shares 75 $88.2K 0.03% +10 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $87.3K 0.03% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 537 shares 537 $85K 0.03% +1 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 834 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $84.9K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $84.2K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 773 shares; 2025Q4: 1,117 shares; 2026Q1: 1,157 shares; 2026Q2: 1,417 shares 1,417 $81.6K 0.02% +260 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 155 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 239 shares 239 $81.4K 0.02% +71 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; 2024Q3: restricted; 2024Q4: 2,563 shares; 2025Q1: 2,145 shares; 2025Q2: 2,157 shares; 2025Q3: 2,410 shares; 2025Q4: 2,583 shares; 2026Q1: 3,158 shares; 2026Q2: 3,890 shares 3,890 $80.5K 0.02% +732 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 976 shares 976 $80.3K 0.02% +13 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,083 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 800 shares 800 $80.1K 0.02% +67 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; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $79.9K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 207 shares; 2025Q2: 237 shares; 2025Q3: 258 shares; 2025Q4: 252 shares; 2026Q1: 311 shares; 2026Q2: 476 shares 476 $79.4K 0.02% +165 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 237 shares; 2025Q2: 238 shares; 2025Q3: 247 shares; 2025Q4: 242 shares; 2026Q1: 244 shares; 2026Q2: 382 shares 382 $78.7K 0.02% +138 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 409 shares; 2026Q1: 1,395 shares; 2026Q2: 1,615 shares 1,615 $78.4K 0.02% +220 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 3 shares; 2026Q2: 180 shares 180 $77.7K 0.02% +177 Timeline PWZ 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; 2024Q3: restricted; 2024Q4: 2,967 shares; 2025Q1: 2,992 shares; 2025Q2: 3,018 shares; 2025Q3: 3,044 shares; 2025Q4: 3,072 shares; 2026Q1: 3,101 shares; 2026Q2: 3,131 shares 3,131 $76.7K 0.02% +30 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 85 shares; 2026Q1: 270 shares; 2026Q2: 787 shares 787 $76.7K 0.02% +517 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $76K 0.02% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,512 shares 1,512 $75.3K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 464 shares; 2025Q1: 467 shares; 2025Q2: 469 shares; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: 478 shares; 2026Q2: 480 shares 480 $75K 0.02% +2 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 1,153 shares; 2025Q2: 1,133 shares; 2025Q3: 736 shares; 2025Q4: 788 shares; 2026Q1: 799 shares; 2026Q2: 809 shares 809 $74.6K 0.02% +10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 119 shares; 2025Q2: 138 shares; 2025Q3: 147 shares; 2025Q4: 157 shares; 2026Q1: 163 shares; 2026Q2: 221 shares 221 $73.3K 0.02% +58 Timeline SPGM 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; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $73.2K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 961 shares; 2025Q2: 971 shares; 2025Q3: 1,086 shares; 2025Q4: 1,427 shares; 2026Q1: 1,985 shares; 2026Q2: 2,279 shares 2,279 $72.8K 0.02% +294 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares; 2026Q2: 796 shares 796 $72K 0.02% +738 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,205 shares; 2026Q2: 1,205 shares 1,205 $71K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 611 shares; 2026Q1: 675 shares; 2026Q2: 1,455 shares 1,455 $69.9K 0.02% +780 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 939 shares 939 $69.3K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 194 shares; 2025Q2: 214 shares; 2025Q3: 219 shares; 2025Q4: 215 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $69.1K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 30 shares 30 $68.2K 0.02% +16 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 1,216 shares; 2026Q2: 1,216 shares 1,216 $68.1K 0.02% 0 Timeline FXU 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; 2024Q3: restricted; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 1,376 shares 1,376 $67.9K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,060 shares; 2025Q4: 1,066 shares; 2026Q1: 1,072 shares; 2026Q2: 1,075 shares 1,075 $67.8K 0.02% +3 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 136 shares; 2026Q2: 816 shares 816 $67.4K 0.02% +680 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 93 shares 93 $67.2K 0.02% +24 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; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 346 shares 346 $65.9K 0.02% +40 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 1,114 shares; 2026Q2: 2,286 shares 2,286 $65.3K 0.02% +1,172 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 56 shares; 2025Q4: 149 shares; 2026Q1: 155 shares; 2026Q2: 156 shares 156 $64.8K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 98 shares; 2025Q2: 85 shares; 2025Q3: 117 shares; 2025Q4: 98 shares; 2026Q1: 438 shares; 2026Q2: 442 shares 442 $64.6K 0.02% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 102 shares; 2026Q1: 166 shares; 2026Q2: 216 shares 216 $64.4K 0.02% +50 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 1,831 shares; 2026Q2: 1,985 shares 1,985 $64.4K 0.02% +154 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 553 shares; 2026Q1: 555 shares; 2026Q2: 557 shares 557 $64K 0.02% +2 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 465 shares; 2025Q2: 360 shares; 2025Q3: 392 shares; 2025Q4: 297 shares; 2026Q1: 305 shares; 2026Q2: 290 shares 290 $63.9K 0.02% -15 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 127 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 50 shares 50 $63.9K 0.02% -3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 68 shares; 2026Q1: 73 shares; 2026Q2: 236 shares 236 $63.5K 0.02% +163 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; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 656 shares; 2025Q4: 637 shares; 2026Q1: 639 shares; 2026Q2: 642 shares 642 $63.1K 0.02% +3 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 23 shares; 2026Q1: not reported; 2026Q2: 2,774 shares 2,774 $61.8K 0.02% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares; 2026Q2: 3,630 shares 3,630 $61.5K 0.02% +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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $61.4K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 126 shares; 2026Q1: 108 shares; 2026Q2: 331 shares 331 $61.2K 0.02% +223 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 11 shares; 2026Q1: 21 shares; 2026Q2: 226 shares 226 $61.1K 0.02% +205 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $61.1K 0.02% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334 shares; 2026Q1: 719 shares; 2026Q2: 863 shares 863 $61K 0.02% +144 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,500 shares; 2025Q2: 1,526 shares; 2025Q3: 1,552 shares; 2025Q4: 1,588 shares; 2026Q1: 1,606 shares; 2026Q2: 1,634 shares 1,634 $60.5K 0.02% +28 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 163 shares; 2026Q2: 222 shares 222 $60.4K 0.02% +59 Timeline RDVI 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; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $60.4K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 772 shares; 2025Q1: 776 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 789 shares; 2026Q1: 793 shares; 2026Q2: 796 shares 796 $60.3K 0.02% +3 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 2 shares; 2026Q1: 366 shares; 2026Q2: 465 shares 465 $60.3K 0.02% +99 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 112 shares; 2025Q4: 277 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $60.3K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 125 shares; 2026Q1: 148 shares; 2026Q2: 288 shares 288 $60.2K 0.02% +140 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 1,514 shares; 2026Q2: 1,514 shares 1,514 $60.1K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 56 shares; 2025Q4: 83 shares; 2026Q1: 220 shares; 2026Q2: 2,536 shares 2,536 $59.9K 0.02% +2,316 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 666 shares 666 $59.2K 0.02% +185 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 116 shares; 2026Q2: 276 shares 276 $58.9K 0.02% +160 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 352 shares; 2025Q4: 630 shares; 2026Q1: 516 shares; 2026Q2: 802 shares 802 $57.7K 0.02% +286 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $57.4K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 11 shares; 2026Q1: 73 shares; 2026Q2: 255 shares 255 $57.1K 0.02% +182 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 265 shares; 2026Q1: 344 shares; 2026Q2: 1,487 shares 1,487 $57K 0.02% +1,143 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 71 shares; 2026Q1: 94 shares; 2026Q2: 624 shares 624 $56.4K 0.02% +530 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 2 shares; 2026Q1: 339 shares; 2026Q2: 458 shares 458 $56.4K 0.02% +119 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,266 shares; 2025Q4: 450 shares; 2026Q1: 1,026 shares; 2026Q2: 1,417 shares 1,417 $56.4K 0.02% +391 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 168 shares; 2026Q1: 182 shares; 2026Q2: 574 shares 574 $55.2K 0.02% +392 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $54.9K 0.02% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 479 shares; 2026Q2: 1,463 shares 1,463 $54.8K 0.02% +984 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 21 shares; 2025Q3: 72 shares; 2025Q4: 79 shares; 2026Q1: 92 shares; 2026Q2: 382 shares 382 $54.7K 0.02% +290 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 85 shares 85 $54.7K 0.02% +57 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 23 shares; 2026Q2: 435 shares 435 $54.5K 0.02% +412 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 370 shares; 2026Q1: 1,557 shares; 2026Q2: 4,021 shares 4,021 $54.1K 0.02% +2,464 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; 2024Q3: restricted; 2024Q4: 2,339 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 2,339 shares; 2026Q2: 1,066 shares 1,066 $53.9K 0.02% -1,273 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,262 shares; 2025Q1: 1,591 shares; 2025Q2: 1,295 shares; 2025Q3: 1,340 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $53.9K 0.02% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 481 shares 481 $53.8K 0.02% +415 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $53.6K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 20 shares; 2025Q4: 72 shares; 2026Q1: 79 shares; 2026Q2: 363 shares 363 $53K 0.02% +284 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 147 shares; 2025Q4: 107 shares; 2026Q1: 99 shares; 2026Q2: 130 shares 130 $52.9K 0.02% +31 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 15 shares; 2026Q2: 131 shares 131 $52.7K 0.02% +116 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 426 shares; 2025Q4: 382 shares; 2026Q1: 418 shares; 2026Q2: 693 shares 693 $52.7K 0.02% +275 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 26 shares; 2025Q4: 48 shares; 2026Q1: 71 shares; 2026Q2: 564 shares 564 $51.9K 0.02% +493 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 40 shares; 2026Q2: 146 shares 146 $51.7K 0.02% +106 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 140 shares; 2025Q4: 148 shares; 2026Q1: 108 shares; 2026Q2: 256 shares 256 $51.4K 0.02% +148 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 233 shares; 2025Q4: 264 shares; 2026Q1: 228 shares; 2026Q2: 327 shares 327 $51.2K 0.02% +99 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 5 shares; 2026Q1: 26 shares; 2026Q2: 123 shares 123 $51.2K 0.02% +97 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 118 shares; 2026Q1: 152 shares; 2026Q2: 751 shares 751 $51.2K 0.02% +599 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 475 shares; 2026Q1: 151 shares; 2026Q2: 1,090 shares 1,090 $50.7K 0.02% +939 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 531 shares; 2026Q2: 2,032 shares 2,032 $50.5K 0.02% +1,501 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 32 shares; 2026Q1: 43 shares; 2026Q2: 211 shares 211 $50.2K 0.02% +168 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 76 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 130 shares 130 $50.1K 0.02% +28 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 150 shares; 2025Q3: 209 shares; 2025Q4: 196 shares; 2026Q1: not reported; 2026Q2: 739 shares 739 $50.1K 0.02% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 1,399 shares; 2026Q1: 209 shares; 2026Q2: 4,734 shares 4,734 $50K 0.01% +4,525 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 102 shares; 2026Q1: 132 shares; 2026Q2: 294 shares 294 $49.9K 0.01% +162 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 49 shares; 2026Q1: 29 shares; 2026Q2: 644 shares 644 $48.9K 0.01% +615 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,944 shares; 2026Q1: 1,694 shares; 2026Q2: 1,718 shares 1,718 $48.4K 0.01% +24 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 395 shares 395 $48.4K 0.01% +362 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 482 shares; 2026Q2: 1,441 shares 1,441 $48.3K 0.01% +959 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 22 shares; 2026Q1: 16 shares; 2026Q2: 207 shares 207 $48.3K 0.01% +191 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 39 shares; 2025Q4: 200 shares; 2026Q1: 204 shares; 2026Q2: 223 shares 223 $48.2K 0.01% +19 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 9 shares; 2026Q2: 133 shares 133 $47.7K 0.01% +124 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 652 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $47.4K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 12 shares; 2026Q1: 26 shares; 2026Q2: 162 shares 162 $47.2K 0.01% +136 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 37 shares; 2026Q1: 818 shares; 2026Q2: 1,573 shares 1,573 $47.2K 0.01% +755 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 84 shares; 2025Q4: 119 shares; 2026Q1: 133 shares; 2026Q2: 326 shares 326 $46.7K 0.01% +193 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 259 shares; 2026Q1: 142 shares; 2026Q2: 581 shares 581 $46.6K 0.01% +439 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 482 shares; 2025Q4: 484 shares; 2026Q1: 485 shares; 2026Q2: 487 shares 487 $46.6K 0.01% +2 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 249 shares; 2026Q1: 308 shares; 2026Q2: 430 shares 430 $46.6K 0.01% +122 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 224 shares 224 $46.3K 0.01% +66 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 383 shares 383 $46.3K 0.01% +364 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 219 shares; 2026Q1: 148 shares; 2026Q2: 944 shares 944 $46.3K 0.01% +796 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 877 shares; 2026Q1: 877 shares; 2026Q2: 887 shares 887 $46.2K 0.01% +10 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 82 shares; 2025Q3: 90 shares; 2025Q4: 63 shares; 2026Q1: 56 shares; 2026Q2: 48 shares 48 $46.2K 0.01% -8 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 501 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $45.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 775 shares; 2025Q2: 778 shares; 2025Q3: 781 shares; 2025Q4: 784 shares; 2026Q1: 786 shares; 2026Q2: 789 shares 789 $45.9K 0.01% +3 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 38 shares; 2025Q4: 33 shares; 2026Q1: 48 shares; 2026Q2: 179 shares 179 $45.7K 0.01% +131 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 49 shares; 2026Q2: 88 shares 88 $45.7K 0.01% +39 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 150 shares 150 $45.3K 0.01% +144 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 626 shares; 2026Q2: 540 shares 540 $45.1K 0.01% -86 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 17 shares; 2026Q1: 42 shares; 2026Q2: 211 shares 211 $44.9K 0.01% +169 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $44.9K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 150 shares; 2025Q4: 147 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $44.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 617 shares; 2026Q2: 892 shares 892 $44.4K 0.01% +275 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 174 shares; 2026Q1: 124 shares; 2026Q2: 924 shares 924 $44.1K 0.01% +800 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,017 shares 3,017 $44K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 18 shares; 2025Q4: 75 shares; 2026Q1: 103 shares; 2026Q2: 318 shares 318 $43.9K 0.01% +215 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,386 shares; 2026Q1: 3,386 shares; 2026Q2: 3,907 shares 3,907 $43.9K 0.01% +521 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 159 shares; 2026Q1: 171 shares; 2026Q2: 295 shares 295 $43.8K 0.01% +124 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 71 shares; 2026Q1: 6 shares; 2026Q2: 168 shares 168 $43.7K 0.01% +162 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 20 shares; 2026Q1: 11 shares; 2026Q2: 88 shares 88 $43.6K 0.01% +77 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 297 shares 297 $43.5K 0.01% +229 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 18 shares; 2026Q1: 25 shares; 2026Q2: 150 shares 150 $43.4K 0.01% +125 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 84 shares; 2026Q1: 242 shares; 2026Q2: 901 shares 901 $43K 0.01% +659 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 143 shares; 2025Q4: 149 shares; 2026Q1: 160 shares; 2026Q2: 244 shares 244 $42.9K 0.01% +84 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 159 shares; 2026Q1: 156 shares; 2026Q2: 241 shares 241 $42.5K 0.01% +85 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 249 shares; 2026Q1: 269 shares; 2026Q2: 289 shares 289 $42.3K 0.01% +20 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $42.3K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 272 shares; 2026Q1: 99 shares; 2026Q2: 658 shares 658 $42.2K 0.01% +559 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 641 shares; 2025Q2: 644 shares; 2025Q3: 647 shares; 2025Q4: 656 shares; 2026Q1: 657 shares; 2026Q2: 660 shares 660 $42.2K 0.01% +3 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 113 shares 113 $42.2K 0.01% +15 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 225 shares 225 $41.7K 0.01% +125 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 194 shares; 2025Q4: 207 shares; 2026Q1: 229 shares; 2026Q2: 400 shares 400 $41.6K 0.01% +171 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 33 shares; 2026Q2: 1,775 shares 1,775 $41.1K 0.01% +1,742 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,417 shares; 2025Q1: 4,471 shares; 2025Q2: 4,472 shares; 2025Q3: 2,356 shares; 2025Q4: 2,436 shares; 2026Q1: 792 shares; 2026Q2: 1,702 shares 1,702 $41K 0.01% +910 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 1,182 shares 1,182 $41K 0.01% +1,010 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 16 shares; 2026Q2: 54 shares 54 $40.9K 0.01% +38 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 108 shares; 2026Q1: 39 shares; 2026Q2: 427 shares 427 $40.7K 0.01% +388 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; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 1,305 shares; 2025Q4: 2,021 shares; 2026Q1: 914 shares; 2026Q2: 960 shares 960 $40.6K 0.01% +46 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 12 shares; 2025Q4: 19 shares; 2026Q1: 15 shares; 2026Q2: 105 shares 105 $40.6K 0.01% +90 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 734 shares; 2025Q3: 772 shares; 2025Q4: 746 shares; 2026Q1: 735 shares; 2026Q2: 989 shares 989 $40.6K 0.01% +254 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 24 shares; 2026Q1: 47 shares; 2026Q2: 259 shares 259 $40.4K 0.01% +212 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 902 shares; 2026Q2: 985 shares 985 $40K 0.01% +83 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 20 shares; 2026Q2: 528 shares 528 $39.9K 0.01% +508 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares; 2026Q1: 773 shares; 2026Q2: 1,040 shares 1,040 $39.6K 0.01% +267 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 400 shares 400 $39.3K 0.01% +125 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 571 shares 571 $39.1K 0.01% +471 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 502 shares 502 $39.1K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 88 shares; 2025Q4: 83 shares; 2026Q1: 90 shares; 2026Q2: 104 shares 104 $39K 0.01% +14 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 49 shares; 2026Q2: 103 shares 103 $38.8K 0.01% +54 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 228 shares 228 $38.8K 0.01% +199 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 108 shares; 2026Q1: 118 shares; 2026Q2: 268 shares 268 $38.8K 0.01% +150 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 14 shares; 2026Q2: 91 shares 91 $38.7K 0.01% +77 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 24 shares; 2026Q2: 67 shares 67 $38.7K 0.01% +43 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $38.6K 0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 90 shares; 2026Q1: 103 shares; 2026Q2: 413 shares 413 $38.5K 0.01% +310 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: 54 shares; 2026Q2: 1,138 shares 1,138 $38.4K 0.01% +1,084 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 111 shares; 2025Q4: 102 shares; 2026Q1: 75 shares; 2026Q2: 481 shares 481 $38.4K 0.01% +406 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 652 shares; 2026Q1: 805 shares; 2026Q2: 826 shares 826 $38.1K 0.01% +21 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 90 shares; 2026Q1: 77 shares; 2026Q2: 657 shares 657 $38.1K 0.01% +580 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; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 1,055 shares; 2026Q1: 1,101 shares; 2026Q2: 1,139 shares 1,139 $37.9K 0.01% +38 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $37.8K 0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 19 shares; 2026Q1: 50 shares; 2026Q2: 260 shares 260 $37.8K 0.01% +210 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 616 shares 616 $37.2K 0.01% +532 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: 1,223 shares; 2026Q2: 832 shares 832 $37K 0.01% -391 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; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 200 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 356 shares 356 $36.8K 0.01% +105 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 235 shares; 2025Q4: 291 shares; 2026Q1: 369 shares; 2026Q2: 444 shares 444 $36.7K 0.01% +75 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 216 shares 216 $36.6K 0.01% +183 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 521 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 529 shares; 2025Q4: 536 shares; 2026Q1: 537 shares; 2026Q2: 540 shares 540 $36.5K 0.01% +3 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 531 shares; 2026Q2: 440 shares 440 $36.4K 0.01% -91 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 40 shares; 2026Q2: 153 shares 153 $36.3K 0.01% +113 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 147 shares; 2026Q1: 157 shares; 2026Q2: 227 shares 227 $36.3K 0.01% +70 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 37 shares; 2026Q1: 67 shares; 2026Q2: 951 shares 951 $36.2K 0.01% +884 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 298 shares 298 $36.1K 0.01% +279 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 330 shares; 2026Q1: 272 shares; 2026Q2: 464 shares 464 $35.8K 0.01% +192 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 59 shares; 2026Q1: 57 shares; 2026Q2: 342 shares 342 $35.8K 0.01% +285 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 283 shares 283 $35.7K 0.01% +231 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 26 shares 26 $35.4K 0.01% +21 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 90 shares; 2026Q2: 462 shares 462 $35.3K 0.01% +372 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $35.2K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 618 shares 618 $35.2K 0.01% +597 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares; 2026Q2: 671 shares 671 $35.1K 0.01% -33 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,580 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $35K 0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 1,136 shares 1,136 $34.9K 0.01% +975 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 42 shares; 2026Q1: 58 shares; 2026Q2: 290 shares 290 $34.7K 0.01% +232 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: 65 shares; 2026Q2: 478 shares 478 $34.6K 0.01% +413 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 15 shares; 2026Q1: 18 shares; 2026Q2: 192 shares 192 $34.5K 0.01% +174 Timeline FXR 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; 2024Q3: restricted; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $34.4K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 71 shares 71 $34.4K 0.01% +66 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 1,218 shares 1,218 $34.3K 0.01% +1,094 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 546 shares; 2025Q2: 548 shares; 2025Q3: 596 shares; 2025Q4: 669 shares; 2026Q1: 690 shares; 2026Q2: 641 shares 641 $34.1K 0.01% -49 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 637 shares; 2025Q3: 645 shares; 2025Q4: 656 shares; 2026Q1: 660 shares; 2026Q2: 667 shares 667 $34K 0.01% +7 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $34K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 1,821 shares; 2026Q1: 2,092 shares; 2026Q2: 2,427 shares 2,427 $33.7K 0.01% +335 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $33.7K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 300 shares; 2025Q3: 318 shares; 2025Q4: 102 shares; 2026Q1: 121 shares; 2026Q2: 358 shares 358 $33.5K 0.01% +237 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 254 shares 254 $33.4K 0.01% +76 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 38 shares; 2026Q1: 39 shares; 2026Q2: 300 shares 300 $33.3K 0.01% +261 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 157 shares; 2026Q2: 386 shares 386 $33.2K 0.01% +229 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 281 shares 281 $33.2K 0.01% +235 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 58 shares; 2026Q2: 361 shares 361 $33.1K 0.01% +303 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $33.1K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 296 shares; 2025Q4: 351 shares; 2026Q1: 140 shares; 2026Q2: 215 shares 215 $33K 0.01% +75 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 158 shares; 2025Q4: 159 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $32.9K 0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 71 shares; 2026Q1: 66 shares; 2026Q2: 144 shares 144 $32.9K 0.01% +78 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 418 shares; 2025Q2: 423 shares; 2025Q3: 403 shares; 2025Q4: 409 shares; 2026Q1: 412 shares; 2026Q2: 417 shares 417 $32.9K 0.01% +5 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 166 shares; 2026Q2: 143 shares 143 $32.9K 0.01% -23 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 201 shares 201 $32.8K 0.01% +18 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 24 shares; 2026Q2: 46 shares 46 $32.8K 0.01% +22 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $32.7K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239 shares 239 $32.4K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 23 shares; 2026Q1: 26 shares; 2026Q2: 66 shares 66 $32.4K 0.01% +40 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 19 shares; 2026Q1: 22 shares; 2026Q2: 102 shares 102 $32.4K 0.01% +80 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 39 shares; 2025Q4: 1,326 shares; 2026Q1: 1,222 shares; 2026Q2: 451 shares 451 $32.2K 0.01% -771 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 219 shares; 2026Q1: 125 shares; 2026Q2: 1,065 shares 1,065 $32.1K 0.01% +940 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 196 shares 196 $31.8K 0.01% +171 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $31.6K 0.01% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 352 shares 352 $31.6K 0.01% +318 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 499 shares; 2025Q3: 504 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 384 shares 384 $31.4K 0.01% -129 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $31.3K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 28 shares; 2026Q1: 38 shares; 2026Q2: 129 shares 129 $31.2K 0.01% +91 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 51 shares; 2026Q1: 616 shares; 2026Q2: 560 shares 560 $30.7K 0.01% -56 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 100 shares; 2026Q1: 138 shares; 2026Q2: 328 shares 328 $30.6K 0.01% +190 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 212 shares 212 $29.8K 0.01% +200 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 453 shares; 2025Q4: 419 shares; 2026Q1: 373 shares; 2026Q2: 690 shares 690 $29.8K 0.01% +317 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $29.8K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 101 shares; 2026Q2: 424 shares 424 $29.7K 0.01% +323 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 49 shares; 2026Q1: 69 shares; 2026Q2: 175 shares 175 $29.7K 0.01% +106 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 138 shares 138 $29.7K 0.01% +133 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 2,177 shares; 2025Q2: 2,307 shares; 2025Q3: 1,692 shares; 2025Q4: 1,786 shares; 2026Q1: 1,868 shares; 2026Q2: 1,971 shares 1,971 $29.6K 0.01% +103 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 164 shares; 2026Q1: 610 shares; 2026Q2: 674 shares 674 $29.6K 0.01% +64 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $29.6K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 389 shares 389 $29.6K 0.01% +292 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 48 shares; 2026Q2: 153 shares 153 $29.6K 0.01% +105 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 628 shares; 2025Q4: 692 shares; 2026Q1: 132 shares; 2026Q2: 409 shares 409 $29.5K 0.01% +277 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 33 shares; 2026Q2: 408 shares 408 $29.3K 0.01% +375 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 7 shares; 2026Q1: 26 shares; 2026Q2: 170 shares 170 $29.2K 0.01% +144 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 106 shares; 2026Q1: 178 shares; 2026Q2: 561 shares 561 $29.1K 0.01% +383 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 17 shares; 2026Q1: 129 shares; 2026Q2: 245 shares 245 $29.1K 0.01% +116 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 100 shares; 2026Q2: 132 shares 132 $28.8K 0.01% +32 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 42 shares; 2026Q1: 43 shares; 2026Q2: 212 shares 212 $28.8K 0.01% +169 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 70 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $28.8K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 20 shares; 2026Q2: 402 shares 402 $28.8K 0.01% +382 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $28.8K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 23 shares; 2025Q4: 37 shares; 2026Q1: 55 shares; 2026Q2: 99 shares 99 $28.8K 0.01% +44 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: 66 shares; 2026Q2: 415 shares 415 $28.7K 0.01% +349 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 41 shares; 2026Q1: 78 shares; 2026Q2: 339 shares 339 $28.7K 0.01% +261 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 25 shares; 2026Q1: 32 shares; 2026Q2: 193 shares 193 $28.7K 0.01% +161 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 92 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 103 shares 103 $28.7K 0.01% -6 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $28.6K 0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $28.5K 0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,051 shares; 2025Q2: 1,057 shares; 2025Q3: 1,064 shares; 2025Q4: 1,081 shares; 2026Q1: 1,083 shares; 2026Q2: 1,089 shares 1,089 $28.5K 0.01% +6 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 7 shares; 2026Q2: 86 shares 86 $28.4K 0.01% +79 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 457 shares; 2025Q2: 463 shares; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: 476 shares; 2026Q2: 355 shares 355 $28.4K 0.01% -121 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 3 shares; 2026Q1: 29 shares; 2026Q2: 201 shares 201 $27.9K 0.01% +172 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 344 shares 344 $27.9K 0.01% +243 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 32 shares; 2025Q4: 40 shares; 2026Q1: 41 shares; 2026Q2: 44 shares 44 $27.9K 0.01% +3 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 221 shares; 2026Q1: 280 shares; 2026Q2: 361 shares 361 $27.9K 0.01% +81 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 128 shares; 2026Q1: 292 shares; 2026Q2: 373 shares 373 $27.7K 0.01% +81 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 105 shares; 2026Q1: 110 shares; 2026Q2: 594 shares 594 $27.7K 0.01% +484 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 61 shares; 2026Q1: 48 shares; 2026Q2: 51 shares 51 $27.6K 0.01% +3 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 22 shares; 2026Q2: 160 shares 160 $27.6K 0.01% +138 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 16 shares; 2026Q2: 97 shares 97 $27.4K 0.01% +81 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 195 shares; 2026Q2: 933 shares 933 $27.3K 0.01% +738 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 26 shares; 2026Q1: 27 shares; 2026Q2: 55 shares 55 $27.3K 0.01% +28 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $27.3K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $27.3K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 157 shares; 2026Q2: 309 shares 309 $27.1K 0.01% +152 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 177 shares; 2026Q1: 271 shares; 2026Q2: 2,311 shares 2,311 $27.1K 0.01% +2,040 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 375 shares; 2025Q3: 535 shares; 2025Q4: 532 shares; 2026Q1: 614 shares; 2026Q2: 1,009 shares 1,009 $26.9K 0.01% +395 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 75 shares; 2026Q1: 140 shares; 2026Q2: 737 shares 737 $26.8K 0.01% +597 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 99 shares; 2026Q2: 220 shares 220 $26.7K 0.01% +121 Timeline PCEF 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; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,311 shares 1,311 $26.6K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 68 shares; 2025Q4: 35 shares; 2026Q1: 0 shares; 2026Q2: 764 shares 764 $26.6K 0.01% +764 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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 65 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 194 shares 194 $26.5K 0.01% +105 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; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 300 shares 300 $26.4K 0.01% +240 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 663 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $26.2K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 281 shares; 2026Q1: 199 shares; 2026Q2: 301 shares 301 $26.2K 0.01% +102 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 40 shares; 2026Q1: 49 shares; 2026Q2: 167 shares 167 $26K 0.01% +118 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $25.9K 0.01% new Timeline