VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,115 shares; 2024Q4: 65,292 shares; 2025Q1: 65,623 shares; 2025Q2: 65,828 shares; 2025Q3: 63,680 shares; 2025Q4: 64,683 shares; 2026Q1: 66,419 shares 66,419 $29M 5.03% +1,736 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,564 shares; 2024Q4: 217,615 shares; 2025Q1: 202,190 shares; 2025Q2: 198,306 shares; 2025Q3: 190,224 shares; 2025Q4: 190,572 shares; 2026Q1: 189,696 shares 189,696 $28.7M 4.98% -876 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,114 shares; 2024Q4: 97,227 shares; 2025Q1: 95,565 shares; 2025Q2: 95,490 shares; 2025Q3: 94,778 shares; 2025Q4: 95,981 shares; 2026Q1: 106,687 shares 106,687 $27.1M 4.7% +10,706 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,514 shares; 2024Q4: 43,983 shares; 2025Q1: 43,453 shares; 2025Q2: 43,622 shares; 2025Q3: 44,673 shares; 2025Q4: 45,576 shares; 2026Q1: 44,761 shares 44,761 $25.8M 4.48% -815 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204,723 shares; 2024Q4: 1,228,675 shares; 2025Q1: 1,196,869 shares; 2025Q2: 1,199,662 shares; 2025Q3: 1,213,062 shares; 2025Q4: 1,226,761 shares; 2026Q1: 1,259,914 shares 1,259,914 $24.9M 4.32% +33,153 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,862 shares; 2024Q4: 26,822 shares; 2025Q1: 30,460 shares; 2025Q2: 30,878 shares; 2025Q3: 30,624 shares; 2025Q4: 31,391 shares; 2026Q1: 32,660 shares 32,660 $21.2M 3.69% +1,269 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,390 shares; 2024Q4: 81,764 shares; 2025Q1: 84,866 shares; 2025Q2: 81,763 shares; 2025Q3: 82,868 shares; 2025Q4: 86,453 shares; 2026Q1: 87,602 shares 87,602 $17.2M 2.98% +1,149 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,408 shares; 2024Q4: 156,162 shares; 2025Q1: 148,358 shares; 2025Q2: 147,294 shares; 2025Q3: 142,882 shares; 2025Q4: 141,884 shares; 2026Q1: 137,472 shares 137,472 $16.3M 2.83% -4,412 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,262 shares; 2025Q2: 42,685 shares; 2025Q3: 107,147 shares; 2025Q4: 171,550 shares; 2026Q1: 253,451 shares 253,451 $12.7M 2.2% +81,901 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,119 shares; 2024Q4: 41,694 shares; 2025Q1: 41,744 shares; 2025Q2: 41,729 shares; 2025Q3: 42,120 shares; 2025Q4: 42,035 shares; 2026Q1: 42,220 shares 42,220 $12.1M 2.1% +185 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,525 shares; 2025Q2: 16,019 shares; 2025Q3: 32,812 shares; 2025Q4: 139,477 shares; 2026Q1: 234,287 shares 234,287 $11.6M 2.01% +94,810 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,417 shares; 2024Q4: 97,219 shares; 2025Q1: 93,034 shares; 2025Q2: 91,636 shares; 2025Q3: 88,259 shares; 2025Q4: 86,651 shares; 2026Q1: 85,123 shares 85,123 $11.3M 1.96% -1,528 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,590 shares; 2024Q4: 157,815 shares; 2025Q1: 158,532 shares; 2025Q2: 159,233 shares; 2025Q3: 156,787 shares; 2025Q4: 158,515 shares; 2026Q1: 163,231 shares 163,231 $11M 1.91% +4,716 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,505 shares; 2024Q4: 77,575 shares; 2025Q1: 79,358 shares; 2025Q2: 79,104 shares; 2025Q3: 79,833 shares; 2025Q4: 81,127 shares; 2026Q1: 83,663 shares 83,663 $10.4M 1.8% +2,536 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,361 shares; 2024Q4: 29,271 shares; 2025Q1: 29,248 shares; 2025Q2: 29,460 shares; 2025Q3: 29,418 shares; 2025Q4: 29,433 shares; 2026Q1: 29,646 shares 29,646 $8.53M 1.48% +213 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,201 shares; 2024Q4: 76,354 shares; 2025Q1: 73,661 shares; 2025Q2: 73,458 shares; 2025Q3: 74,032 shares; 2025Q4: 73,950 shares; 2026Q1: 72,481 shares 72,481 $8.2M 1.42% -1,469 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 16,486 shares; 2025Q1: 16,298 shares; 2025Q2: 16,348 shares; 2025Q3: 16,328 shares; 2025Q4: 16,329 shares; 2026Q1: 16,726 shares 16,726 $8.02M 1.39% +397 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,015 shares; 2024Q4: 21,205 shares; 2025Q1: 21,463 shares; 2025Q2: 54,314 shares; 2025Q3: 76,177 shares; 2025Q4: 79,368 shares; 2026Q1: 81,846 shares 81,846 $7.95M 1.38% +2,478 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,845 shares; 2024Q4: 54,422 shares; 2025Q1: 54,330 shares; 2025Q2: 55,129 shares; 2025Q3: 54,637 shares; 2025Q4: 54,760 shares; 2026Q1: 62,991 shares 62,991 $7.24M 1.26% +8,231 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,744 shares; 2024Q4: 83,263 shares; 2025Q1: 81,780 shares; 2025Q2: 81,464 shares; 2025Q3: 96,184 shares; 2025Q4: 97,844 shares; 2026Q1: 120,159 shares 120,159 $5.93M 1.03% +22,315 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,647 shares; 2024Q4: 52,356 shares; 2025Q1: 53,121 shares; 2025Q2: 53,907 shares; 2025Q3: 56,352 shares; 2025Q4: 59,520 shares; 2026Q1: 60,776 shares 60,776 $5.27M 0.91% +1,256 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,566 shares; 2024Q4: 14,089 shares; 2025Q1: 13,821 shares; 2025Q2: 13,053 shares; 2025Q3: 11,828 shares; 2025Q4: 11,736 shares; 2026Q1: 11,336 shares 11,336 $4.83M 0.84% -400 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799,004 shares; 2024Q4: 812,628 shares; 2025Q1: 816,649 shares; 2025Q2: 829,909 shares; 2025Q3: 846,750 shares; 2025Q4: 850,410 shares; 2026Q1: 891,502 shares 891,502 $4.55M 0.79% +41,092 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 8,071 shares; 2025Q1: 7,859 shares; 2025Q2: 7,674 shares; 2025Q3: 7,540 shares; 2025Q4: 6,936 shares; 2026Q1: 6,912 shares 6,912 $4.52M 0.78% -24 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,522 shares; 2024Q4: 252,743 shares; 2025Q1: 263,883 shares; 2025Q2: 269,227 shares; 2025Q3: 261,906 shares; 2025Q4: 175,227 shares; 2026Q1: 79,584 shares 79,584 $4.42M 0.77% -95,643 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,984 shares; 2024Q4: 42,330 shares; 2025Q1: 42,241 shares; 2025Q2: 42,680 shares; 2025Q3: 44,903 shares; 2025Q4: 46,756 shares; 2026Q1: 47,681 shares 47,681 $4.32M 0.75% +925 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,920 shares; 2024Q4: 49,827 shares; 2025Q1: 45,302 shares; 2025Q2: 44,691 shares; 2025Q3: 45,814 shares; 2025Q4: 95,565 shares; 2026Q1: 93,758 shares 93,758 $4.3M 0.75% -1,807 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,418 shares; 2024Q4: 31,099 shares; 2025Q1: 30,681 shares; 2025Q2: 33,218 shares; 2025Q3: 43,604 shares; 2025Q4: 45,801 shares; 2026Q1: 43,542 shares 43,542 $4.3M 0.75% -2,259 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 7,060 shares; 2025Q1: 6,304 shares; 2025Q2: 6,315 shares; 2025Q3: 6,236 shares; 2025Q4: 6,042 shares; 2026Q1: 6,025 shares 6,025 $4.27M 0.74% -17 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,903 shares; 2024Q4: 42,757 shares; 2025Q1: 51,630 shares; 2025Q2: 52,056 shares; 2025Q3: 49,141 shares; 2025Q4: 46,076 shares; 2026Q1: 50,427 shares 50,427 $4.13M 0.72% +4,351 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,252 shares; 2024Q4: 8,806 shares; 2025Q1: 8,459 shares; 2025Q2: 8,476 shares; 2025Q3: 9,279 shares; 2025Q4: 10,069 shares; 2026Q1: 10,948 shares 10,948 $4.05M 0.7% +879 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,670 shares; 2024Q4: 203,192 shares; 2025Q1: 201,136 shares; 2025Q2: 173,455 shares; 2025Q3: 138,864 shares; 2025Q4: 104,941 shares; 2026Q1: 64,742 shares 64,742 $3.67M 0.64% -40,199 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,521 shares; 2024Q4: 171,617 shares; 2025Q1: 171,254 shares; 2025Q2: 177,792 shares; 2025Q3: 178,958 shares; 2025Q4: 178,745 shares; 2026Q1: 186,534 shares 186,534 $3.57M 0.62% +7,789 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 15,071 shares; 2025Q1: 14,225 shares; 2025Q2: 14,351 shares; 2025Q3: 15,561 shares; 2025Q4: 16,087 shares; 2026Q1: 17,137 shares 17,137 $3.57M 0.62% +1,050 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 14,567 shares; 2025Q1: 14,350 shares; 2025Q2: 14,294 shares; 2025Q3: 14,420 shares; 2025Q4: 14,428 shares; 2026Q1: 14,038 shares 14,038 $3.41M 0.59% -390 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,427 shares; 2024Q4: 91,534 shares; 2025Q1: 88,037 shares; 2025Q2: 88,037 shares; 2025Q3: 88,597 shares; 2025Q4: 88,194 shares; 2026Q1: 88,865 shares 88,865 $3.33M 0.58% +671 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,184 shares; 2024Q4: 55,108 shares; 2025Q1: 52,173 shares; 2025Q2: 51,220 shares; 2025Q3: 46,322 shares; 2025Q4: 45,972 shares; 2026Q1: 44,174 shares 44,174 $3.23M 0.56% -1,798 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 9,381 shares; 2025Q1: 9,491 shares; 2025Q2: 9,473 shares; 2025Q3: 9,300 shares; 2025Q4: 9,063 shares; 2026Q1: 9,013 shares 9,013 $3.21M 0.56% -50 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,507 shares; 2024Q4: 26,299 shares; 2025Q1: 28,258 shares; 2025Q2: 28,431 shares; 2025Q3: 29,171 shares; 2025Q4: 27,772 shares; 2026Q1: 25,102 shares 25,102 $3.02M 0.52% -2,670 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 7,829 shares; 2025Q1: 8,994 shares; 2025Q2: 9,146 shares; 2025Q3: 14,067 shares; 2025Q4: 13,870 shares; 2026Q1: 16,940 shares 16,940 $2.95M 0.51% +3,070 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,004 shares; 2024Q4: 19,671 shares; 2025Q1: 19,086 shares; 2025Q2: 19,286 shares; 2025Q3: 18,914 shares; 2025Q4: 18,847 shares; 2026Q1: 17,322 shares 17,322 $2.94M 0.51% -1,525 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; 2024Q2: restricted; 2024Q3: 45,017 shares; 2024Q4: 44,333 shares; 2025Q1: 44,520 shares; 2025Q2: 41,126 shares; 2025Q3: 39,304 shares; 2025Q4: 39,095 shares; 2026Q1: 38,332 shares 38,332 $2.88M 0.5% -763 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,585 shares; 2024Q4: 25,599 shares; 2025Q1: 26,323 shares; 2025Q2: 26,310 shares; 2025Q3: 26,368 shares; 2025Q4: 26,058 shares; 2026Q1: 23,322 shares 23,322 $2.74M 0.48% -2,736 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 13,130 shares; 2025Q1: 13,035 shares; 2025Q2: 13,182 shares; 2025Q3: 13,204 shares; 2025Q4: 12,928 shares; 2026Q1: 13,880 shares 13,880 $2.68M 0.46% +952 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 11,821 shares; 2025Q1: 11,791 shares; 2025Q2: 14,016 shares; 2025Q3: 15,628 shares; 2025Q4: 16,527 shares; 2026Q1: 16,700 shares 16,700 $2.65M 0.46% +173 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; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 16,351 shares; 2025Q1: 15,980 shares; 2025Q2: 16,053 shares; 2025Q3: 15,692 shares; 2025Q4: 15,876 shares; 2026Q1: 15,879 shares 15,879 $2.63M 0.46% +3 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 15,647 shares; 2025Q1: 13,203 shares; 2025Q2: 13,519 shares; 2025Q3: 13,558 shares; 2025Q4: 12,709 shares; 2026Q1: 12,437 shares 12,437 $2.63M 0.46% -272 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,872 shares; 2024Q4: 59,390 shares; 2025Q1: 53,455 shares; 2025Q2: 59,005 shares; 2025Q3: 62,064 shares; 2025Q4: 61,556 shares; 2026Q1: 58,357 shares 58,357 $2.62M 0.45% -3,199 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,708 shares; 2024Q4: 279,170 shares; 2025Q1: 273,672 shares; 2025Q2: 278,172 shares; 2025Q3: 298,828 shares; 2025Q4: 247,512 shares; 2026Q1: 250,559 shares 250,559 $2.55M 0.44% +3,047 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,957 shares; 2024Q4: 20,560 shares; 2025Q1: 19,260 shares; 2025Q2: 19,437 shares; 2025Q3: 19,354 shares; 2025Q4: 18,371 shares; 2026Q1: 18,483 shares 18,483 $2.51M 0.44% +112 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,691 shares; 2026Q1: 50,680 shares 50,680 $2.5M 0.43% +33,989 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,593 shares; 2024Q4: 43,024 shares; 2025Q1: 42,299 shares; 2025Q2: 41,082 shares; 2025Q3: 40,608 shares; 2025Q4: 40,295 shares; 2026Q1: 39,107 shares 39,107 $2.45M 0.42% -1,188 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,479 shares; 2025Q1: 2,480 shares; 2025Q2: 2,455 shares; 2025Q3: 2,448 shares; 2025Q4: 2,441 shares; 2026Q1: 2,441 shares 2,441 $2.43M 0.42% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,304 shares; 2024Q4: 12,785 shares; 2025Q1: 13,859 shares; 2025Q2: 11,074 shares; 2025Q3: 10,752 shares; 2025Q4: 12,340 shares; 2026Q1: 12,403 shares 12,403 $2.38M 0.41% +63 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 13,391 shares; 2025Q1: 12,894 shares; 2025Q2: 12,757 shares; 2025Q3: 12,664 shares; 2025Q4: 11,810 shares; 2026Q1: 11,470 shares 11,470 $2.27M 0.39% -340 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,261 shares; 2024Q4: 16,424 shares; 2025Q1: 16,871 shares; 2025Q2: 17,758 shares; 2025Q3: 17,468 shares; 2025Q4: 17,290 shares; 2026Q1: 17,368 shares 17,368 $2.24M 0.39% +78 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,614 shares; 2024Q4: 29,974 shares; 2025Q1: 29,922 shares; 2025Q2: 29,246 shares; 2025Q3: 28,717 shares; 2025Q4: 20,939 shares; 2026Q1: 20,294 shares 20,294 $2.15M 0.37% -645 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,649 shares; 2025Q1: 7,656 shares; 2025Q2: 14,093 shares; 2025Q3: 22,860 shares; 2025Q4: 28,252 shares; 2026Q1: 45,681 shares 45,681 $2.15M 0.37% +17,429 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 7,045 shares; 2025Q1: 3,099 shares; 2025Q2: 3,298 shares; 2025Q3: 2,936 shares; 2025Q4: 3,005 shares; 2026Q1: 3,559 shares 3,559 $2.13M 0.37% +554 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,598 shares; 2025Q3: 18,896 shares; 2025Q4: 19,753 shares; 2026Q1: 19,913 shares 19,913 $2.07M 0.36% +160 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 847 shares; 2025Q2: 879 shares; 2025Q3: 949 shares; 2025Q4: 4,641 shares; 2026Q1: 4,726 shares 4,726 $2.03M 0.35% +85 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,343 shares; 2024Q4: 22,521 shares; 2025Q1: 21,761 shares; 2025Q2: 22,067 shares; 2025Q3: 20,619 shares; 2025Q4: 30,054 shares; 2026Q1: 28,899 shares 28,899 $2.03M 0.35% -1,155 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,667 shares; 2025Q2: 40,411 shares; 2025Q3: 43,001 shares; 2025Q4: 44,686 shares; 2026Q1: 46,664 shares 46,664 $1.99M 0.34% +1,978 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,974 shares; 2024Q4: 48,595 shares; 2025Q1: 48,659 shares; 2025Q2: 45,348 shares; 2025Q3: 42,453 shares; 2025Q4: 41,024 shares; 2026Q1: 38,825 shares 38,825 $1.95M 0.34% -2,199 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 13,337 shares; 2026Q1: 39,256 shares 39,256 $1.95M 0.34% +25,919 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,683 shares; 2026Q1: 72,128 shares 72,128 $1.84M 0.32% +2,445 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,043 shares; 2026Q1: 72,497 shares 72,497 $1.84M 0.32% +2,454 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,872 shares; 2026Q1: 71,275 shares 71,275 $1.83M 0.32% +2,403 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,420 shares; 2026Q1: 70,816 shares 70,816 $1.83M 0.32% +2,396 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: 9,041 shares; 2025Q1: 8,497 shares; 2025Q2: 8,559 shares; 2025Q3: 8,166 shares; 2025Q4: 8,197 shares; 2026Q1: 7,480 shares 7,480 $1.83M 0.32% -717 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 5,327 shares; 2025Q1: 5,315 shares; 2025Q2: 5,320 shares; 2025Q3: 5,323 shares; 2025Q4: 5,286 shares; 2026Q1: 5,291 shares 5,291 $1.82M 0.32% +5 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,688 shares; 2024Q4: 17,370 shares; 2025Q1: 16,682 shares; 2025Q2: 16,059 shares; 2025Q3: 16,228 shares; 2025Q4: 15,692 shares; 2026Q1: 15,788 shares 15,788 $1.74M 0.3% +96 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 19,332 shares; 2025Q1: 19,226 shares; 2025Q2: 21,654 shares; 2025Q3: 21,655 shares; 2025Q4: 22,076 shares; 2026Q1: 21,624 shares 21,624 $1.74M 0.3% -452 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,756 shares; 2024Q4: 19,455 shares; 2025Q1: 19,102 shares; 2025Q2: 20,419 shares; 2025Q3: 20,338 shares; 2025Q4: 20,338 shares; 2026Q1: 18,264 shares 18,264 $1.72M 0.3% -2,074 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; 2024Q2: restricted; 2024Q3: 26,372 shares; 2024Q4: 26,072 shares; 2025Q1: 25,893 shares; 2025Q2: 26,530 shares; 2025Q3: 26,859 shares; 2025Q4: 26,008 shares; 2026Q1: 25,627 shares 25,627 $1.7M 0.3% -381 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,974 shares; 2024Q4: 337,407 shares; 2025Q1: 356,095 shares; 2025Q2: 372,497 shares; 2025Q3: 419,761 shares; 2025Q4: 213,498 shares; 2026Q1: 218,539 shares 218,539 $1.65M 0.29% +5,041 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,250 shares; 2025Q1: 7,672 shares; 2025Q2: 7,739 shares; 2025Q3: 7,423 shares; 2025Q4: 7,452 shares; 2026Q1: 7,529 shares 7,529 $1.64M 0.28% +77 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,267 shares; 2024Q4: 68,214 shares; 2025Q1: 67,297 shares; 2025Q2: 67,152 shares; 2025Q3: 62,319 shares; 2025Q4: 32,804 shares; 2026Q1: 25,043 shares 25,043 $1.63M 0.28% -7,761 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,861 shares; 2024Q4: 33,793 shares; 2025Q1: 32,235 shares; 2025Q2: 33,405 shares; 2025Q3: 33,576 shares; 2025Q4: 67,599 shares; 2026Q1: 26,170 shares 26,170 $1.6M 0.28% -41,429 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 9,876 shares; 2025Q1: 9,916 shares; 2025Q2: 10,042 shares; 2025Q3: 9,996 shares; 2025Q4: 10,003 shares; 2026Q1: 10,015 shares 10,015 $1.6M 0.28% +12 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,640 shares; 2025Q1: 1,611 shares; 2025Q2: 1,766 shares; 2025Q3: 2,159 shares; 2025Q4: 2,924 shares; 2026Q1: 2,791 shares 2,791 $1.6M 0.28% -133 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,329 shares; 2024Q4: 27,957 shares; 2025Q1: 21,581 shares; 2025Q2: 20,433 shares; 2025Q3: 20,005 shares; 2025Q4: 19,487 shares; 2026Q1: 16,642 shares 16,642 $1.54M 0.27% -2,845 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,928 shares; 2024Q4: 44,340 shares; 2025Q1: 39,974 shares; 2025Q2: 40,673 shares; 2025Q3: 40,885 shares; 2025Q4: 40,909 shares; 2026Q1: 41,020 shares 41,020 $1.51M 0.26% +111 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,944 shares; 2024Q4: 20,919 shares; 2025Q1: 20,113 shares; 2025Q2: 17,983 shares; 2025Q3: 17,635 shares; 2025Q4: 17,288 shares; 2026Q1: 18,264 shares 18,264 $1.45M 0.25% +976 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,357 shares; 2025Q1: 16,667 shares; 2025Q2: 16,583 shares; 2025Q3: 16,665 shares; 2025Q4: 16,352 shares; 2026Q1: 16,362 shares 16,362 $1.44M 0.25% +10 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 341 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $1.43M 0.25% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,598 shares; 2024Q4: 29,543 shares; 2025Q1: 27,296 shares; 2025Q2: 27,293 shares; 2025Q3: 27,792 shares; 2025Q4: 27,851 shares; 2026Q1: 25,899 shares 25,899 $1.42M 0.25% -1,952 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,285 shares; 2025Q1: 2,969 shares; 2025Q2: 2,989 shares; 2025Q3: 2,825 shares; 2025Q4: 3,445 shares; 2026Q1: 4,047 shares 4,047 $1.42M 0.25% +602 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,066 shares; 2024Q4: 15,083 shares; 2025Q1: 14,584 shares; 2025Q2: 14,592 shares; 2025Q3: 14,500 shares; 2025Q4: 14,031 shares; 2026Q1: 14,036 shares 14,036 $1.41M 0.25% +5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 12,615 shares; 2025Q1: 12,411 shares; 2025Q2: 12,754 shares; 2025Q3: 14,322 shares; 2025Q4: 16,170 shares; 2026Q1: 18,252 shares 18,252 $1.41M 0.24% +2,082 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 3,335 shares; 2025Q3: 3,334 shares; 2025Q4: 3,335 shares; 2026Q1: 3,208 shares 3,208 $1.39M 0.24% -127 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 20,230 shares 20,230 $1.38M 0.24% +17,000 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,147 shares; 2025Q1: 5,338 shares; 2025Q2: 6,045 shares; 2025Q3: 6,394 shares; 2025Q4: 6,453 shares; 2026Q1: 6,912 shares 6,912 $1.31M 0.23% +459 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 15,606 shares; 2025Q1: 15,231 shares; 2025Q2: 15,153 shares; 2025Q3: 14,162 shares; 2025Q4: 14,012 shares; 2026Q1: 13,797 shares 13,797 $1.29M 0.22% -215 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,070 shares; 2025Q1: 4,070 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,987 shares; 2026Q1: 3,903 shares 3,903 $1.26M 0.22% -84 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,641 shares; 2025Q1: 8,646 shares; 2025Q2: 8,449 shares; 2025Q3: 8,525 shares; 2025Q4: 8,544 shares; 2026Q1: 8,583 shares 8,583 $1.24M 0.22% +39 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 17,098 shares; 2025Q1: 16,676 shares; 2025Q2: 16,856 shares; 2025Q3: 18,319 shares; 2025Q4: 11,083 shares; 2026Q1: 11,132 shares 11,132 $1.19M 0.21% +49 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,103 shares 95,103 $1.19M 0.21% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,890 shares; 2026Q1: 111,427 shares 111,427 $1.16M 0.2% +5,537 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,069 shares; 2025Q1: 2,601 shares; 2025Q2: 3,145 shares; 2025Q3: 3,104 shares; 2025Q4: 6,098 shares; 2026Q1: 8,209 shares 8,209 $1.09M 0.19% +2,111 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,623 shares; 2024Q4: 10,536 shares; 2025Q1: 10,536 shares; 2025Q2: 10,545 shares; 2025Q3: 10,544 shares; 2025Q4: 10,589 shares; 2026Q1: 10,589 shares 10,589 $1.06M 0.18% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 24,151 shares; 2025Q1: 26,084 shares; 2025Q2: 33,990 shares; 2025Q3: 34,365 shares; 2025Q4: 33,936 shares; 2026Q1: 34,415 shares 34,415 $1.06M 0.18% +479 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,374 shares; 2024Q4: 24,995 shares; 2025Q1: 22,349 shares; 2025Q2: 21,972 shares; 2025Q3: 21,388 shares; 2025Q4: 21,109 shares; 2026Q1: 20,575 shares 20,575 $1.05M 0.18% -534 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,232 shares; 2024Q4: 14,009 shares; 2025Q1: 13,766 shares; 2025Q2: 13,541 shares; 2025Q3: 13,531 shares; 2025Q4: 13,553 shares; 2026Q1: 11,172 shares 11,172 $1.04M 0.18% -2,381 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: 11,885 shares; 2025Q1: 11,555 shares; 2025Q2: 11,105 shares; 2025Q3: 10,448 shares; 2025Q4: 10,226 shares; 2026Q1: 10,406 shares 10,406 $1.03M 0.18% +180 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 6,263 shares; 2025Q1: 6,260 shares; 2025Q2: 6,099 shares; 2025Q3: 6,544 shares; 2025Q4: 6,151 shares; 2026Q1: 6,188 shares 6,188 $1.02M 0.18% +37 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,257 shares; 2025Q1: 3,168 shares; 2025Q2: 3,095 shares; 2025Q3: 3,097 shares; 2025Q4: 3,098 shares; 2026Q1: 3,099 shares 3,099 $1.02M 0.18% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,846 shares; 2024Q4: 12,414 shares; 2025Q1: 11,852 shares; 2025Q2: 11,920 shares; 2025Q3: 11,281 shares; 2025Q4: 11,298 shares; 2026Q1: 11,386 shares 11,386 $1.01M 0.18% +88 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,294 shares; 2024Q4: 16,569 shares; 2025Q1: 15,924 shares; 2025Q2: 16,030 shares; 2025Q3: 16,437 shares; 2025Q4: 15,993 shares; 2026Q1: 16,060 shares 16,060 $1.01M 0.17% +67 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 6,313 shares; 2025Q1: 6,577 shares; 2025Q2: 3,543 shares; 2025Q3: 3,645 shares; 2025Q4: 3,472 shares; 2026Q1: 2,886 shares 2,886 $975K 0.17% -586 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,172 shares; 2025Q1: 6,188 shares; 2025Q2: 6,202 shares; 2025Q3: 6,234 shares; 2025Q4: 6,241 shares; 2026Q1: 6,090 shares 6,090 $946K 0.16% -151 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,646 shares; 2025Q2: 24,992 shares; 2025Q3: 25,299 shares; 2025Q4: 26,105 shares; 2026Q1: 27,729 shares 27,729 $939K 0.16% +1,624 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,280 shares; 2025Q1: 4,060 shares; 2025Q2: 4,246 shares; 2025Q3: 4,413 shares; 2025Q4: 4,206 shares; 2026Q1: 4,463 shares 4,463 $923K 0.16% +257 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 12,448 shares; 2025Q1: 12,677 shares; 2025Q2: 12,560 shares; 2025Q3: 14,539 shares; 2025Q4: 14,721 shares; 2026Q1: 15,171 shares 15,171 $898K 0.16% +450 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,937 shares; 2024Q4: 41,120 shares; 2025Q1: 39,646 shares; 2025Q2: 40,226 shares; 2025Q3: 40,287 shares; 2025Q4: 43,499 shares; 2026Q1: 47,408 shares 47,408 $893K 0.15% +3,909 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,648 shares; 2025Q1: 2,657 shares; 2025Q2: 2,662 shares; 2025Q3: 2,584 shares; 2025Q4: 2,609 shares; 2026Q1: 2,870 shares 2,870 $889K 0.15% +261 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,209 shares; 2025Q1: 1,154 shares; 2025Q2: 1,156 shares; 2025Q3: 1,168 shares; 2025Q4: 906 shares; 2026Q1: 961 shares 961 $885K 0.15% +55 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,067 shares; 2025Q1: 3,067 shares; 2025Q2: 5,754 shares; 2025Q3: 8,667 shares; 2025Q4: 9,562 shares; 2026Q1: 9,664 shares 9,664 $883K 0.15% +102 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,492 shares; 2024Q4: 18,543 shares; 2025Q1: 21,532 shares; 2025Q2: 20,924 shares; 2025Q3: 21,281 shares; 2025Q4: 21,328 shares; 2026Q1: 21,445 shares 21,445 $860K 0.15% +117 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,497 shares; 2025Q1: 2,538 shares; 2025Q2: 2,574 shares; 2025Q3: 2,579 shares; 2025Q4: 2,590 shares; 2026Q1: 2,592 shares 2,592 $853K 0.15% +2 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; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,126 shares; 2026Q1: 4,128 shares 4,128 $839K 0.15% +2 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; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 23,242 shares; 2025Q1: 23,278 shares; 2025Q2: 23,316 shares; 2025Q3: 23,355 shares; 2025Q4: 23,695 shares; 2026Q1: 21,433 shares 21,433 $811K 0.14% -2,262 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,211 shares; 2024Q4: 16,577 shares; 2025Q1: 11,909 shares; 2025Q2: 11,859 shares; 2025Q3: 8,280 shares; 2025Q4: 5,485 shares; 2026Q1: 5,491 shares 5,491 $805K 0.14% +6 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,349 shares; 2025Q1: 4,350 shares; 2025Q2: 4,271 shares; 2025Q3: 4,042 shares; 2025Q4: 3,711 shares; 2026Q1: 3,716 shares 3,716 $805K 0.14% +5 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; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 9,330 shares; 2025Q1: 8,846 shares; 2025Q2: 8,849 shares; 2025Q3: 8,035 shares; 2025Q4: 8,039 shares; 2026Q1: 8,041 shares 8,041 $799K 0.14% +2 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,388 shares; 2025Q1: 6,235 shares; 2025Q2: 5,748 shares; 2025Q3: 5,661 shares; 2025Q4: 5,361 shares; 2026Q1: 4,973 shares 4,973 $794K 0.14% -388 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 5,022 shares; 2025Q1: 4,779 shares; 2025Q2: 4,276 shares; 2025Q3: 3,764 shares; 2025Q4: 3,606 shares; 2026Q1: 3,536 shares 3,536 $774K 0.13% -70 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 9,867 shares; 2025Q1: 9,707 shares; 2025Q2: 10,205 shares; 2025Q3: 10,157 shares; 2025Q4: 10,021 shares; 2026Q1: 7,670 shares 7,670 $744K 0.13% -2,351 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: 10,478 shares; 2025Q1: 10,778 shares; 2025Q2: 11,199 shares; 2025Q3: 11,053 shares; 2025Q4: 11,053 shares; 2026Q1: 9,765 shares 9,765 $743K 0.13% -1,288 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,097 shares; 2026Q1: 33,385 shares 33,385 $735K 0.13% +8,288 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 5,688 shares; 2025Q1: 6,439 shares; 2025Q2: 7,182 shares; 2025Q3: 9,215 shares; 2025Q4: 10,805 shares; 2026Q1: 11,762 shares 11,762 $720K 0.12% +957 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 5,263 shares; 2025Q1: 5,269 shares; 2025Q2: 5,084 shares; 2025Q3: 4,986 shares; 2025Q4: 4,983 shares; 2026Q1: 4,964 shares 4,964 $718K 0.12% -19 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 7,275 shares; 2025Q1: 7,318 shares; 2025Q2: 7,667 shares; 2025Q3: 7,709 shares; 2025Q4: 7,766 shares; 2026Q1: 9,051 shares 9,051 $702K 0.12% +1,285 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,072 shares; 2024Q4: 25,249 shares; 2025Q1: 25,201 shares; 2025Q2: 22,443 shares; 2025Q3: 20,842 shares; 2025Q4: 20,544 shares; 2026Q1: 21,144 shares 21,144 $698K 0.12% +600 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,379 shares; 2025Q1: 3,300 shares; 2025Q2: 3,284 shares; 2025Q3: 3,173 shares; 2025Q4: 3,034 shares; 2026Q1: 3,223 shares 3,223 $693K 0.12% +189 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,907 shares; 2025Q1: 2,897 shares; 2025Q2: 3,107 shares; 2025Q3: 3,057 shares; 2025Q4: 3,060 shares; 2026Q1: 3,482 shares 3,482 $693K 0.12% +422 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,134 shares; 2025Q1: 3,312 shares; 2025Q2: 3,555 shares; 2025Q3: 3,487 shares; 2025Q4: 2,733 shares; 2026Q1: 2,542 shares 2,542 $688K 0.12% -191 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,669 shares; 2025Q3: 2,920 shares; 2025Q4: 2,850 shares; 2026Q1: 2,709 shares 2,709 $672K 0.12% -141 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,042 shares; 2025Q2: 24,595 shares; 2025Q3: 23,828 shares; 2025Q4: 23,408 shares; 2026Q1: 19,909 shares 19,909 $672K 0.12% -3,499 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,955 shares; 2024Q4: 7,230 shares; 2025Q1: 7,142 shares; 2025Q2: 7,182 shares; 2025Q3: 7,369 shares; 2025Q4: 7,421 shares; 2026Q1: 8,934 shares 8,934 $671K 0.12% +1,513 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,706 shares; 2024Q4: 14,723 shares; 2025Q1: 14,723 shares; 2025Q2: 14,944 shares; 2025Q3: 14,943 shares; 2025Q4: 14,949 shares; 2026Q1: 15,129 shares 15,129 $660K 0.11% +180 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 2,737 shares; 2025Q3: 2,520 shares; 2025Q4: 2,522 shares; 2026Q1: 2,525 shares 2,525 $657K 0.11% +3 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 35,816 shares; 2025Q1: 35,887 shares; 2025Q2: 33,382 shares; 2025Q3: 32,999 shares; 2025Q4: 31,720 shares; 2026Q1: 31,231 shares 31,231 $650K 0.11% -489 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,834 shares; 2025Q1: 1,781 shares; 2025Q2: 1,783 shares; 2025Q3: 1,745 shares; 2025Q4: 1,747 shares; 2026Q1: 1,748 shares 1,748 $648K 0.11% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,853 shares; 2025Q1: 1,853 shares; 2025Q2: 1,853 shares; 2025Q3: 1,853 shares; 2025Q4: 1,855 shares; 2026Q1: 1,854 shares 1,854 $609K 0.11% -1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,375 shares; 2025Q1: 2,373 shares; 2025Q2: 2,377 shares; 2025Q3: 2,369 shares; 2025Q4: 2,334 shares; 2026Q1: 2,654 shares 2,654 $600K 0.1% +320 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 4,152 shares; 2025Q1: 4,156 shares; 2025Q2: 4,163 shares; 2025Q3: 4,982 shares; 2025Q4: 5,102 shares; 2026Q1: 8,109 shares 8,109 $597K 0.1% +3,007 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,709 shares; 2025Q1: 1,714 shares; 2025Q2: 1,718 shares; 2025Q3: 1,722 shares; 2025Q4: 1,728 shares; 2026Q1: 1,735 shares 1,735 $593K 0.1% +7 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,200 shares; 2025Q1: 4,208 shares; 2025Q2: 4,217 shares; 2025Q3: 4,200 shares; 2025Q4: 4,111 shares; 2026Q1: 4,021 shares 4,021 $587K 0.1% -90 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,094 shares; 2026Q1: 23,862 shares 23,862 $555K 0.1% +1,768 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,007 shares 24,007 $550K 0.1% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,671 shares; 2025Q1: 3,504 shares; 2025Q2: 3,517 shares; 2025Q3: 3,240 shares; 2025Q4: 3,196 shares; 2026Q1: 3,255 shares 3,255 $550K 0.1% +59 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 6,944 shares; 2025Q1: 7,411 shares; 2025Q2: 7,437 shares; 2025Q3: 7,730 shares; 2025Q4: 7,662 shares; 2026Q1: 7,829 shares 7,829 $546K 0.09% +167 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 24,878 shares; 2025Q1: 24,599 shares; 2025Q2: 24,919 shares; 2025Q3: 22,334 shares; 2025Q4: 16,287 shares; 2026Q1: 16,154 shares 16,154 $537K 0.09% -133 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 11,498 shares; 2025Q1: 10,128 shares; 2025Q2: 12,664 shares; 2025Q3: 15,428 shares; 2025Q4: 15,633 shares; 2026Q1: 11,990 shares 11,990 $529K 0.09% -3,643 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 1,737 shares; 2025Q1: 1,738 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,741 shares; 2026Q1: 1,743 shares 1,743 $527K 0.09% +2 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,691 shares; 2025Q2: 8,350 shares; 2025Q3: not reported; 2025Q4: 14,954 shares; 2026Q1: 18,068 shares 18,068 $524K 0.09% +3,114 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,593 shares; 2026Q1: 23,359 shares 23,359 $511K 0.09% +2,766 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,162 shares; 2025Q1: 7,572 shares; 2025Q2: 9,183 shares; 2025Q3: 9,514 shares; 2025Q4: 10,213 shares; 2026Q1: 10,159 shares 10,159 $511K 0.09% -54 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,026 shares 10,026 $511K 0.09% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,764 shares; 2025Q1: 7,786 shares; 2025Q2: 7,448 shares; 2025Q3: 7,150 shares; 2025Q4: 6,745 shares; 2026Q1: 10,772 shares 10,772 $506K 0.09% +4,027 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 4,784 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,600 shares; 2025Q4: 4,898 shares; 2026Q1: 5,216 shares 5,216 $503K 0.09% +318 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,175 shares; 2025Q1: 4,398 shares; 2025Q2: 4,040 shares; 2025Q3: 4,039 shares; 2025Q4: 7,739 shares; 2026Q1: 8,457 shares 8,457 $499K 0.09% +718 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,007 shares; 2025Q1: 2,561 shares; 2025Q2: 2,478 shares; 2025Q3: 2,384 shares; 2025Q4: 2,326 shares; 2026Q1: 2,321 shares 2,321 $496K 0.09% -5 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,702 shares; 2026Q1: 10,497 shares 10,497 $488K 0.08% -1,205 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 4,335 shares; 2025Q1: 4,128 shares; 2025Q2: 4,197 shares; 2025Q3: 4,480 shares; 2025Q4: 4,747 shares; 2026Q1: 4,655 shares 4,655 $482K 0.08% -92 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,292 shares; 2026Q1: 18,896 shares 18,896 $479K 0.08% +1,604 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 534 shares; 2025Q1: 641 shares; 2025Q2: 652 shares; 2025Q3: 655 shares; 2025Q4: 604 shares; 2026Q1: 779 shares 779 $471K 0.08% +175 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,261 shares; 2026Q1: 22,187 shares 22,187 $464K 0.08% +1,926 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,022 shares; 2026Q1: 9,070 shares 9,070 $462K 0.08% +4,048 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 990 shares; 2025Q3: 932 shares; 2025Q4: 835 shares; 2026Q1: 1,269 shares 1,269 $454K 0.08% +434 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: 458 shares; 2025Q2: 475 shares; 2025Q3: 476 shares; 2025Q4: 479 shares; 2026Q1: 466 shares 466 $449K 0.08% -13 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,276 shares; 2024Q4: 8,362 shares; 2025Q1: 8,425 shares; 2025Q2: 8,588 shares; 2025Q3: 8,778 shares; 2025Q4: 8,922 shares; 2026Q1: 8,970 shares 8,970 $448K 0.08% +48 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,028 shares; 2025Q1: 7,071 shares; 2025Q2: 7,112 shares; 2025Q3: 7,152 shares; 2025Q4: 7,179 shares; 2026Q1: 7,521 shares 7,521 $444K 0.08% +342 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 5,115 shares; 2025Q1: 5,132 shares; 2025Q2: 4,793 shares; 2025Q3: 4,823 shares; 2025Q4: 4,661 shares; 2026Q1: 4,673 shares 4,673 $442K 0.08% +12 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,117 shares; 2025Q1: 7,613 shares; 2025Q2: 7,013 shares; 2025Q3: 6,994 shares; 2025Q4: not reported; 2026Q1: 8,687 shares 8,687 $436K 0.08% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 627 shares; 2025Q1: 628 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $435K 0.08% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,608 shares; 2025Q1: 4,453 shares; 2025Q2: 4,381 shares; 2025Q3: 4,193 shares; 2025Q4: 4,208 shares; 2026Q1: 4,219 shares 4,219 $431K 0.07% +11 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,750 shares; 2025Q1: 5,671 shares; 2025Q2: 6,264 shares; 2025Q3: 8,381 shares; 2025Q4: 8,935 shares; 2026Q1: 7,985 shares 7,985 $430K 0.07% -950 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,660 shares; 2025Q1: 3,666 shares; 2025Q2: 3,672 shares; 2025Q3: 3,833 shares; 2025Q4: 3,844 shares; 2026Q1: 3,850 shares 3,850 $422K 0.07% +6 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 2,229 shares; 2025Q1: 2,429 shares; 2025Q2: 2,744 shares; 2025Q3: 3,094 shares; 2025Q4: 3,458 shares; 2026Q1: 3,560 shares 3,560 $422K 0.07% +102 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,737 shares; 2025Q1: 1,589 shares; 2025Q2: 1,469 shares; 2025Q3: 1,294 shares; 2025Q4: 1,297 shares; 2026Q1: 1,304 shares 1,304 $418K 0.07% +7 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,816 shares; 2025Q1: 4,841 shares; 2025Q2: 4,880 shares; 2025Q3: 4,919 shares; 2025Q4: 3,913 shares; 2026Q1: 3,934 shares 3,934 $418K 0.07% +21 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,184 shares; 2025Q1: 1,267 shares; 2025Q2: 1,268 shares; 2025Q3: 1,269 shares; 2025Q4: 1,279 shares; 2026Q1: 1,359 shares 1,359 $411K 0.07% +80 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,111 shares; 2025Q4: 5,965 shares; 2026Q1: 6,184 shares 6,184 $407K 0.07% +219 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 11,868 shares; 2025Q1: 11,410 shares; 2025Q2: 10,635 shares; 2025Q3: 9,796 shares; 2025Q4: 7,545 shares; 2026Q1: 7,814 shares 7,814 $402K 0.07% +269 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,425 shares 17,425 $400K 0.07% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,772 shares; 2025Q1: 3,436 shares; 2025Q2: 3,842 shares; 2025Q3: 3,847 shares; 2025Q4: 3,851 shares; 2026Q1: 2,922 shares 2,922 $399K 0.07% -929 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,207 shares; 2025Q1: 4,171 shares; 2025Q2: 4,269 shares; 2025Q3: 4,157 shares; 2025Q4: 3,744 shares; 2026Q1: 3,877 shares 3,877 $398K 0.07% +133 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,759 shares; 2025Q1: 3,812 shares; 2025Q2: 3,770 shares; 2025Q3: 3,773 shares; 2025Q4: 3,150 shares; 2026Q1: 3,087 shares 3,087 $384K 0.07% -63 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,669 shares; 2026Q1: 12,675 shares 12,675 $383K 0.07% +6 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $372K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,698 shares; 2025Q1: 3,717 shares; 2025Q2: 3,736 shares; 2025Q3: 3,694 shares; 2025Q4: 3,714 shares; 2026Q1: 3,752 shares 3,752 $362K 0.06% +38 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 5,662 shares; 2025Q1: 4,684 shares; 2025Q2: 4,595 shares; 2025Q3: 4,712 shares; 2025Q4: 9,439 shares; 2026Q1: 7,233 shares 7,233 $361K 0.06% -2,206 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,278 shares; 2025Q4: 1,280 shares; 2026Q1: 1,283 shares 1,283 $359K 0.06% +3 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,163 shares; 2025Q1: 5,206 shares; 2025Q2: 5,147 shares; 2025Q3: 4,985 shares; 2025Q4: 4,831 shares; 2026Q1: 4,865 shares 4,865 $354K 0.06% +34 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; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares 1,411 $354K 0.06% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 470 shares; 2025Q1: 590 shares; 2025Q2: 589 shares; 2025Q3: 575 shares; 2025Q4: 564 shares; 2026Q1: 563 shares 563 $348K 0.06% -1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,329 shares; 2025Q1: 1,284 shares; 2025Q2: 1,266 shares; 2025Q3: 1,256 shares; 2025Q4: 1,263 shares; 2026Q1: 1,206 shares 1,206 $346K 0.06% -57 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,052 shares; 2025Q1: 1,744 shares; 2025Q2: 1,700 shares; 2025Q3: 1,651 shares; 2025Q4: 1,660 shares; 2026Q1: 1,421 shares 1,421 $345K 0.06% -239 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,824 shares 12,824 $337K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,212 shares; 2025Q1: 4,151 shares; 2025Q2: 4,153 shares; 2025Q3: 4,154 shares; 2025Q4: 4,169 shares; 2026Q1: 4,171 shares 4,171 $332K 0.06% +2 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,243 shares; 2026Q1: 2,559 shares 2,559 $327K 0.06% +316 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,480 shares; 2025Q1: 2,895 shares; 2025Q2: 2,954 shares; 2025Q3: 2,331 shares; 2025Q4: 2,754 shares; 2026Q1: 2,470 shares 2,470 $323K 0.06% -284 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 1,081 shares 1,081 $318K 0.06% +455 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,992 shares 14,992 $317K 0.06% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: 7,894 shares; 2025Q1: 7,218 shares; 2025Q2: 7,035 shares; 2025Q3: 6,727 shares; 2025Q4: 6,475 shares; 2026Q1: 6,433 shares 6,433 $314K 0.05% -42 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,252 shares; 2024Q4: 40,076 shares; 2025Q1: 33,960 shares; 2025Q2: 34,341 shares; 2025Q3: 34,719 shares; 2025Q4: 34,647 shares; 2026Q1: 30,948 shares 30,948 $313K 0.05% -3,699 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 579 shares; 2026Q1: 580 shares 580 $313K 0.05% +1 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,560 shares; 2025Q4: 11,560 shares; 2026Q1: 11,560 shares 11,560 $311K 0.05% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 8,937 shares; 2025Q1: 9,030 shares; 2025Q2: 8,754 shares; 2025Q3: 8,772 shares; 2025Q4: 8,611 shares; 2026Q1: 8,535 shares 8,535 $309K 0.05% -76 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,116 shares; 2025Q1: 2,098 shares; 2025Q2: 2,382 shares; 2025Q3: 2,387 shares; 2025Q4: 2,208 shares; 2026Q1: 1,660 shares 1,660 $307K 0.05% -548 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 3,685 shares; 2026Q1: 3,685 shares 3,685 $295K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,531 shares; 2025Q1: 1,536 shares; 2025Q2: 1,542 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,529 shares 1,529 $290K 0.05% -27 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 684 shares; 2025Q3: 683 shares; 2025Q4: 684 shares; 2026Q1: 624 shares 624 $289K 0.05% -60 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,788 shares; 2026Q1: 5,464 shares 5,464 $288K 0.05% +676 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 5,186 shares; 2025Q1: 5,240 shares; 2025Q2: 4,321 shares; 2025Q3: not reported; 2025Q4: 3,787 shares; 2026Q1: 4,683 shares 4,683 $284K 0.05% +896 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 9,079 shares; 2025Q1: 6,504 shares; 2025Q2: 6,578 shares; 2025Q3: 6,520 shares; 2025Q4: 6,676 shares; 2026Q1: 7,743 shares 7,743 $282K 0.05% +1,067 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,685 shares; 2025Q1: 4,691 shares; 2025Q2: 4,700 shares; 2025Q3: 4,490 shares; 2025Q4: 4,507 shares; 2026Q1: 4,512 shares 4,512 $279K 0.05% +5 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,105 shares; 2024Q4: 12,225 shares; 2025Q1: 12,231 shares; 2025Q2: 12,068 shares; 2025Q3: 12,067 shares; 2025Q4: 12,097 shares; 2026Q1: 12,097 shares 12,097 $273K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,275 shares 1,275 $272K 0.05% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,062 shares; 2025Q3: 5,062 shares; 2025Q4: 5,064 shares; 2026Q1: 5,065 shares 5,065 $271K 0.05% +1 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,332 shares; 2025Q1: 3,913 shares; 2025Q2: 3,946 shares; 2025Q3: 3,945 shares; 2025Q4: 3,983 shares; 2026Q1: 3,983 shares 3,983 $267K 0.05% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 491 shares; 2026Q1: 491 shares 491 $267K 0.05% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 5,281 shares; 2025Q1: 4,588 shares; 2025Q2: 4,828 shares; 2025Q3: 4,960 shares; 2025Q4: 4,984 shares; 2026Q1: 4,785 shares 4,785 $264K 0.05% -199 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $260K 0.05% new Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,375 shares; 2026Q1: 10,887 shares 10,887 $256K 0.04% +1,512 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,806 shares; 2025Q4: 6,516 shares; 2026Q1: 6,713 shares 6,713 $251K 0.04% +197 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,259 shares; 2025Q1: 3,852 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 3,359 shares; 2026Q1: 3,582 shares 3,582 $249K 0.04% +223 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,365 shares; 2026Q1: 9,444 shares 9,444 $248K 0.04% +1,079 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,562 shares; 2025Q3: 4,470 shares; 2025Q4: not reported; 2026Q1: 4,359 shares 4,359 $248K 0.04% new Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,400 shares; 2026Q1: 10,615 shares 10,615 $247K 0.04% +1,215 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,759 shares; 2025Q3: 3,847 shares; 2025Q4: 3,708 shares; 2026Q1: 3,853 shares 3,853 $247K 0.04% +145 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,587 shares; 2026Q1: 9,693 shares 9,693 $247K 0.04% +1,106 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 991 shares 991 $242K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 836 shares; 2025Q4: 842 shares; 2026Q1: 850 shares 850 $241K 0.04% +8 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 3,352 shares; 2025Q3: 3,385 shares; 2025Q4: 3,419 shares; 2026Q1: 3,347 shares 3,347 $240K 0.04% -72 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,561 shares 8,561 $240K 0.04% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,189 shares; 2025Q1: 3,194 shares; 2025Q2: 3,199 shares; 2025Q3: 3,203 shares; 2025Q4: 3,042 shares; 2026Q1: 3,212 shares 3,212 $240K 0.04% +170 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,611 shares; 2025Q1: 4,545 shares; 2025Q2: 4,507 shares; 2025Q3: 4,288 shares; 2025Q4: 4,291 shares; 2026Q1: 4,288 shares 4,288 $239K 0.04% -3 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,799 shares 4,799 $238K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 721 shares; 2025Q1: 723 shares; 2025Q2: 765 shares; 2025Q3: 736 shares; 2025Q4: 745 shares; 2026Q1: 750 shares 750 $233K 0.04% +5 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,245 shares; 2026Q1: 3,602 shares 3,602 $230K 0.04% +357 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 14,476 shares; 2025Q1: 14,734 shares; 2025Q2: 15,418 shares; 2025Q3: 15,613 shares; 2025Q4: 15,260 shares; 2026Q1: 11,874 shares 11,874 $229K 0.04% -3,386 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,179 shares; 2025Q1: 4,133 shares; 2025Q2: 4,156 shares; 2025Q3: 4,231 shares; 2025Q4: 4,213 shares; 2026Q1: 3,472 shares 3,472 $229K 0.04% -741 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,243 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,153 shares; 2025Q4: 1,128 shares; 2026Q1: 1,135 shares 1,135 $225K 0.04% +7 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares 706 $225K 0.04% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,066 shares; 2025Q1: not reported; 2025Q2: 1,085 shares; 2025Q3: 1,228 shares; 2025Q4: 1,053 shares; 2026Q1: 1,070 shares 1,070 $223K 0.04% +17 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,031 shares; 2025Q3: 1,035 shares; 2025Q4: 1,040 shares; 2026Q1: 816 shares 816 $222K 0.04% -224 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,020 shares 5,020 $222K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $215K 0.04% new Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,167 shares; 2025Q3: 7,976 shares; 2025Q4: 8,096 shares; 2026Q1: 8,136 shares 8,136 $212K 0.04% +40 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,448 shares 1,448 $211K 0.04% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 669 shares; 2026Q1: 715 shares 715 $211K 0.04% +46 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares; 2026Q1: 1,848 shares 1,848 $210K 0.04% -82 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 2,917 shares; 2025Q1: 2,877 shares; 2025Q2: 2,676 shares; 2025Q3: 2,570 shares; 2025Q4: 2,561 shares; 2026Q1: 2,111 shares 2,111 $208K 0.04% -450 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,374 shares 17,374 $207K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 185 shares; 2025Q4: not reported; 2026Q1: 2,107 shares 2,107 $203K 0.04% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,113 shares 4,113 $202K 0.04% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares 760 $202K 0.04% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,948 shares; 2026Q1: 3,984 shares 3,984 $202K 0.04% +36 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,148 shares 2,148 $201K 0.03% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,346 shares 4,346 $200K 0.03% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,014 shares 17,014 $196K 0.03% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,383 shares; 2024Q4: 21,765 shares; 2025Q1: 16,723 shares; 2025Q2: 17,371 shares; 2025Q3: 17,610 shares; 2025Q4: 17,434 shares; 2026Q1: 16,404 shares 16,404 $189K 0.03% -1,030 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,331 shares; 2025Q1: 10,558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,161 shares; 2026Q1: 10,896 shares 10,896 $103K 0.02% +735 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $30.8K 0.01% new Timeline