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: 115,080 shares; 2024Q4: 116,043 shares; 2025Q1: 119,242 shares; 2025Q2: 118,036 shares; 2025Q3: 114,767 shares; 2025Q4: 108,248 shares; 2026Q1: 101,253 shares 101,253 $58.4M 6.88% -6,995 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: 93,810 shares; 2024Q4: 97,505 shares; 2025Q1: 95,864 shares; 2025Q2: 94,429 shares; 2025Q3: 84,302 shares; 2025Q4: 78,460 shares; 2026Q1: 73,962 shares 73,962 $48.1M 5.67% -4,498 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,865 shares; 2025Q1: 14,230 shares; 2025Q2: 36,161 shares; 2025Q3: 303,124 shares; 2025Q4: 519,559 shares; 2026Q1: 627,233 shares 627,233 $36.5M 4.3% +107,674 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: 134,547 shares; 2024Q4: 131,997 shares; 2025Q1: 135,375 shares; 2025Q2: 134,963 shares; 2025Q3: 135,175 shares; 2025Q4: 137,022 shares; 2026Q1: 143,484 shares 143,484 $36.4M 4.29% +6,462 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,576 shares; 2025Q1: 187,608 shares; 2025Q2: 277,002 shares; 2025Q3: 337,583 shares; 2025Q4: 606,936 shares; 2026Q1: 764,982 shares 764,982 $35.5M 4.18% +158,046 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,340 shares; 2024Q4: 1,773,631 shares; 2025Q1: 1,811,803 shares; 2025Q2: 1,746,011 shares; 2025Q3: 1,599,473 shares; 2025Q4: 1,428,282 shares; 2026Q1: 1,262,181 shares 1,262,181 $32.4M 3.81% -166,101 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,500 shares; 2024Q4: 145,147 shares; 2025Q1: 176,187 shares; 2025Q2: 177,086 shares; 2025Q3: 238,875 shares; 2025Q4: 442,084 shares; 2026Q1: 494,297 shares 494,297 $24.5M 2.88% +52,213 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: 50,036 shares; 2024Q4: 50,482 shares; 2025Q1: 53,340 shares; 2025Q2: 53,340 shares; 2025Q3: 53,676 shares; 2025Q4: 53,960 shares; 2026Q1: 57,394 shares 57,394 $21.2M 2.5% +3,434 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: 62,857 shares; 2024Q4: 62,150 shares; 2025Q1: 63,370 shares; 2025Q2: 63,564 shares; 2025Q3: 63,684 shares; 2025Q4: 65,214 shares; 2026Q1: 70,327 shares 70,327 $20.2M 2.38% +5,113 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: 18,846 shares; 2025Q1: 42,682 shares; 2025Q2: 192,244 shares; 2025Q3: 305,841 shares; 2025Q4: 379,530 shares; 2026Q1: 382,407 shares 382,407 $20.2M 2.38% +2,877 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: 81,329 shares; 2024Q4: 81,629 shares; 2025Q1: 89,619 shares; 2025Q2: 90,865 shares; 2025Q3: 94,044 shares; 2025Q4: 95,968 shares; 2026Q1: 98,455 shares 98,455 $17.2M 2.02% +2,487 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: 2,335 shares; 2024Q4: 2,345 shares; 2025Q1: 2,777 shares; 2025Q2: 9,403 shares; 2025Q3: 14,002 shares; 2025Q4: 19,090 shares; 2026Q1: 26,102 shares 26,102 $17.1M 2.01% +7,012 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: 73,443 shares; 2024Q4: 73,335 shares; 2025Q1: 72,416 shares; 2025Q2: 71,754 shares; 2025Q3: 71,188 shares; 2025Q4: 40,712 shares; 2026Q1: 42,767 shares 42,767 $15.9M 1.87% +2,055 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: 45,920 shares; 2024Q4: 46,095 shares; 2025Q1: 47,525 shares; 2025Q2: 47,996 shares; 2025Q3: 48,374 shares; 2025Q4: 49,196 shares; 2026Q1: 52,414 shares 52,414 $15.4M 1.82% +3,218 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,509 shares; 2024Q4: 20,775 shares; 2025Q1: 20,977 shares; 2025Q2: 23,861 shares; 2025Q3: 28,827 shares; 2025Q4: 31,770 shares; 2026Q1: 31,930 shares 31,930 $15.3M 1.8% +160 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 32,745 shares; 2025Q4: 35,048 shares; 2026Q1: 450,185 shares 450,185 $14.5M 1.7% +415,137 Timeline DBEF 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: 293,642 shares; 2024Q4: 330,879 shares; 2025Q1: 374,541 shares; 2025Q2: 378,182 shares; 2025Q3: 324,116 shares; 2025Q4: 288,689 shares; 2026Q1: 256,522 shares 256,522 $12.7M 1.49% -32,167 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,430 shares; 2025Q1: 37,402 shares; 2025Q2: 55,688 shares; 2025Q3: 64,297 shares; 2025Q4: 93,035 shares; 2026Q1: 115,391 shares 115,391 $12.5M 1.48% +22,356 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,014 shares; 2025Q3: 156,856 shares; 2025Q4: 241,796 shares; 2026Q1: 342,463 shares 342,463 $12.4M 1.46% +100,667 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: 31,356 shares; 2024Q4: 30,561 shares; 2025Q1: 31,618 shares; 2025Q2: 34,771 shares; 2025Q3: 36,043 shares; 2025Q4: 42,357 shares; 2026Q1: 55,136 shares 55,136 $11.5M 1.35% +12,779 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,929 shares; 2024Q4: 50,929 shares; 2025Q1: 50,211 shares; 2025Q2: 48,215 shares; 2025Q3: 47,942 shares; 2025Q4: 44,023 shares; 2026Q1: 38,072 shares 38,072 $11.2M 1.32% -5,951 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,588 shares; 2026Q1: 153,893 shares 153,893 $10.9M 1.29% +305 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: 3,837 shares; 2024Q4: 4,027 shares; 2025Q1: 4,153 shares; 2025Q2: 8,357 shares; 2025Q3: 38,283 shares; 2025Q4: 61,699 shares; 2026Q1: 88,811 shares 88,811 $10M 1.18% +27,112 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: 61,295 shares; 2024Q4: 61,463 shares; 2025Q1: 63,050 shares; 2025Q2: 64,284 shares; 2025Q3: 64,504 shares; 2025Q4: 71,204 shares; 2026Q1: 84,281 shares 84,281 $9.69M 1.14% +13,077 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,553 shares; 2024Q4: 34,554 shares; 2025Q1: 34,254 shares; 2025Q2: 28,254 shares; 2025Q3: 37,354 shares; 2025Q4: 37,272 shares; 2026Q1: 34,330 shares 34,330 $9.65M 1.14% -2,942 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: 125,684 shares; 2024Q4: 123,587 shares; 2025Q1: 113,604 shares; 2025Q2: 97,487 shares; 2025Q3: 85,567 shares; 2025Q4: 75,566 shares; 2026Q1: 73,923 shares 73,923 $9.19M 1.08% -1,643 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: not reported; 2025Q1: 28,517 shares; 2025Q2: 35,470 shares; 2025Q3: 91,001 shares; 2025Q4: 125,694 shares; 2026Q1: 187,979 shares 187,979 $8.85M 1.04% +62,285 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: 15,186 shares; 2024Q4: 15,243 shares; 2025Q1: 15,158 shares; 2025Q2: 15,147 shares; 2025Q3: 14,387 shares; 2025Q4: 14,277 shares; 2026Q1: 14,221 shares 14,221 $8.5M 1% -56 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,127 shares; 2024Q4: 359,094 shares; 2025Q1: 350,568 shares; 2025Q2: 345,529 shares; 2025Q3: 322,009 shares; 2025Q4: 306,562 shares; 2026Q1: 299,117 shares 299,117 $7.51M 0.88% -7,445 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 48,572 shares; 2025Q4: 126,279 shares; 2026Q1: 216,119 shares 216,119 $7.12M 0.84% +89,840 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,321 shares; 2024Q4: 34,508 shares; 2025Q1: 45,772 shares; 2025Q2: 45,713 shares; 2025Q3: 46,624 shares; 2025Q4: 46,414 shares; 2026Q1: 45,822 shares 45,822 $6.79M 0.8% -592 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: 11,551 shares; 2024Q4: 11,556 shares; 2025Q1: 15,538 shares; 2025Q2: 15,550 shares; 2025Q3: 15,450 shares; 2025Q4: 14,388 shares; 2026Q1: 14,598 shares 14,598 $6.22M 0.73% +210 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: 20,483 shares; 2024Q4: 20,709 shares; 2025Q1: 20,728 shares; 2025Q2: 20,993 shares; 2025Q3: 21,170 shares; 2025Q4: 21,393 shares; 2026Q1: 23,705 shares 23,705 $5.79M 0.68% +2,312 Timeline BINC 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: 12,023 shares; 2024Q4: 23,975 shares; 2025Q1: 58,728 shares; 2025Q2: 68,404 shares; 2025Q3: 80,352 shares; 2025Q4: 103,460 shares; 2026Q1: 109,765 shares 109,765 $5.7M 0.67% +6,305 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,792 shares; 2025Q4: 35,433 shares; 2026Q1: 79,323 shares 79,323 $5.62M 0.66% +43,890 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: 30,282 shares; 2024Q4: 32,211 shares; 2025Q1: 32,538 shares; 2025Q2: 31,368 shares; 2025Q3: 31,280 shares; 2025Q4: 31,471 shares; 2026Q1: 32,152 shares 32,152 $5.45M 0.64% +681 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: not reported; 2025Q1: 5,171 shares; 2025Q2: 5,188 shares; 2025Q3: 5,180 shares; 2025Q4: 5,271 shares; 2026Q1: 5,579 shares 5,579 $5.37M 0.63% +308 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: 56,952 shares; 2024Q4: 56,865 shares; 2025Q1: 58,703 shares; 2025Q2: 61,328 shares; 2025Q3: 62,484 shares; 2025Q4: 63,709 shares; 2026Q1: 68,053 shares 68,053 $5.28M 0.62% +4,344 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: 92,179 shares; 2024Q4: 91,279 shares; 2025Q1: 91,665 shares; 2025Q2: 91,732 shares; 2025Q3: 92,810 shares; 2025Q4: 93,682 shares; 2026Q1: 107,864 shares 107,864 $5.26M 0.62% +14,182 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 18,575 shares; 2026Q1: 148,102 shares 148,102 $5.16M 0.61% +129,527 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: 41,387 shares; 2024Q4: 40,799 shares; 2025Q1: 38,926 shares; 2025Q2: 38,155 shares; 2025Q3: 34,656 shares; 2025Q4: 34,458 shares; 2026Q1: 37,401 shares 37,401 $5.08M 0.6% +2,943 Timeline SCHV 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: 55,939 shares; 2024Q4: 165,616 shares; 2025Q1: 167,402 shares; 2025Q2: 166,593 shares; 2025Q3: 165,749 shares; 2025Q4: 160,514 shares; 2026Q1: 155,346 shares 155,346 $4.74M 0.56% -5,168 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: 19,478 shares; 2024Q4: 19,521 shares; 2025Q1: 19,688 shares; 2025Q2: 20,212 shares; 2025Q3: 18,673 shares; 2025Q4: 19,055 shares; 2026Q1: 19,877 shares 19,877 $4.32M 0.51% +822 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: 13,381 shares; 2024Q4: 13,424 shares; 2025Q1: 13,203 shares; 2025Q2: 13,038 shares; 2025Q3: 12,869 shares; 2025Q4: 13,003 shares; 2026Q1: 12,797 shares 12,797 $4.11M 0.48% -206 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,312 shares; 2024Q4: 148,044 shares; 2025Q1: 146,173 shares; 2025Q2: 142,533 shares; 2025Q3: 140,883 shares; 2025Q4: 137,500 shares; 2026Q1: 137,209 shares 137,209 $4M 0.47% -291 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,874 shares; 2024Q4: 158,672 shares; 2025Q1: 154,063 shares; 2025Q2: 145,858 shares; 2025Q3: 139,916 shares; 2025Q4: 130,449 shares; 2026Q1: 132,406 shares 132,406 $3.85M 0.45% +1,957 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: 18,010 shares; 2024Q4: 18,327 shares; 2025Q1: 18,354 shares; 2025Q2: 18,354 shares; 2025Q3: 17,996 shares; 2025Q4: 18,002 shares; 2026Q1: 17,860 shares 17,860 $3.84M 0.45% -142 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 6,575 shares; 2025Q1: 6,583 shares; 2025Q2: 6,593 shares; 2025Q3: 6,600 shares; 2025Q4: 6,643 shares; 2026Q1: 6,670 shares 6,670 $3.76M 0.44% +27 Timeline DFUV 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: 209,321 shares; 2024Q4: 221,450 shares; 2025Q1: 187,498 shares; 2025Q2: 147,416 shares; 2025Q3: 121,015 shares; 2025Q4: 96,083 shares; 2026Q1: 75,707 shares 75,707 $3.67M 0.43% -20,376 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: 52,850 shares; 2024Q4: 51,506 shares; 2025Q1: 43,872 shares; 2025Q2: 35,334 shares; 2025Q3: 26,806 shares; 2025Q4: 24,968 shares; 2026Q1: 24,434 shares 24,434 $3.58M 0.42% -534 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 85,783 shares 85,783 $3.52M 0.41% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,843 shares; 2025Q1: 5,199 shares; 2025Q2: 7,832 shares; 2025Q3: 7,836 shares; 2025Q4: 7,860 shares; 2026Q1: 7,567 shares 7,567 $3.31M 0.39% -293 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: 15,267 shares; 2024Q4: 15,072 shares; 2025Q1: 16,007 shares; 2025Q2: 15,782 shares; 2025Q3: 13,283 shares; 2025Q4: 11,117 shares; 2026Q1: 11,471 shares 11,471 $3.29M 0.39% +354 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: 41,738 shares; 2024Q4: 41,744 shares; 2025Q1: 44,840 shares; 2025Q2: 58,176 shares; 2025Q3: 53,147 shares; 2025Q4: 48,783 shares; 2026Q1: 48,680 shares 48,680 $3.29M 0.39% -103 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 24,266 shares; 2025Q1: 25,715 shares; 2025Q2: 24,360 shares; 2025Q3: 24,416 shares; 2025Q4: 21,132 shares; 2026Q1: 21,725 shares 21,725 $3.18M 0.37% +593 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: 28,257 shares; 2024Q4: 27,067 shares; 2025Q1: 28,772 shares; 2025Q2: 27,626 shares; 2025Q3: 25,131 shares; 2025Q4: 30,659 shares; 2026Q1: 30,758 shares 30,758 $3.16M 0.37% +99 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,996 shares; 2024Q4: 130,174 shares; 2025Q1: 128,334 shares; 2025Q2: 128,924 shares; 2025Q3: 129,557 shares; 2025Q4: 119,917 shares; 2026Q1: 123,606 shares 123,606 $3.06M 0.36% +3,689 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,774 shares; 2025Q2: 38,783 shares; 2025Q3: 44,216 shares; 2025Q4: 61,685 shares; 2026Q1: 51,634 shares 51,634 $2.83M 0.33% -10,051 Timeline VTHR 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: 10,118 shares; 2024Q4: 9,947 shares; 2025Q1: 9,887 shares; 2025Q2: 9,870 shares; 2025Q3: 9,599 shares; 2025Q4: 9,622 shares; 2026Q1: 9,647 shares 9,647 $2.77M 0.33% +25 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,614 shares; 2024Q4: 18,633 shares; 2025Q1: 18,453 shares; 2025Q2: 18,471 shares; 2025Q3: 18,305 shares; 2025Q4: 18,321 shares; 2026Q1: 23,276 shares 23,276 $2.55M 0.3% +4,955 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,712 shares; 2024Q4: 83,212 shares; 2025Q1: 83,212 shares; 2025Q2: 81,712 shares; 2025Q3: 82,645 shares; 2025Q4: 78,957 shares; 2026Q1: 74,346 shares 74,346 $2.51M 0.3% -4,611 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: 6,595 shares; 2024Q4: 6,582 shares; 2025Q1: 6,592 shares; 2025Q2: 6,651 shares; 2025Q3: 6,776 shares; 2025Q4: 6,912 shares; 2026Q1: 7,116 shares 7,116 $2.44M 0.29% +204 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: 26,637 shares; 2024Q4: 26,277 shares; 2025Q1: 22,816 shares; 2025Q2: 23,682 shares; 2025Q3: 24,500 shares; 2025Q4: 23,698 shares; 2026Q1: 23,646 shares 23,646 $2.3M 0.27% -52 Timeline VONV 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: 24,274 shares; 2024Q4: 24,274 shares; 2025Q1: 24,274 shares; 2025Q2: 24,274 shares; 2025Q3: 24,274 shares; 2025Q4: 24,274 shares; 2026Q1: 24,274 shares 24,274 $2.28M 0.27% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,596 shares; 2025Q2: 27,158 shares; 2025Q3: 33,787 shares; 2025Q4: 51,979 shares; 2026Q1: 90,913 shares 90,913 $2.25M 0.27% +38,934 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly 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: 11,135 shares; 2025Q4: 43,292 shares; 2026Q1: 80,490 shares 80,490 $2.25M 0.26% +37,198 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: 9,134 shares; 2024Q4: 9,979 shares; 2025Q1: 10,668 shares; 2025Q2: 14,798 shares; 2025Q3: 15,289 shares; 2025Q4: 15,828 shares; 2026Q1: 17,588 shares 17,588 $2.19M 0.26% +1,760 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: 6,501 shares; 2024Q4: 6,512 shares; 2025Q1: 6,883 shares; 2025Q2: 6,543 shares; 2025Q3: 6,607 shares; 2025Q4: 6,809 shares; 2026Q1: 6,905 shares 6,905 $2.15M 0.25% +96 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: 10,503 shares; 2024Q4: 9,689 shares; 2025Q1: 9,920 shares; 2025Q2: 10,122 shares; 2025Q3: 10,070 shares; 2025Q4: 10,048 shares; 2026Q1: 10,211 shares 10,211 $2.11M 0.25% +163 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: 9,827 shares; 2024Q4: 10,166 shares; 2025Q1: 10,081 shares; 2025Q2: 10,015 shares; 2025Q3: 10,037 shares; 2025Q4: 10,303 shares; 2026Q1: 10,889 shares 10,889 $2.1M 0.25% +586 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: 3,444 shares; 2024Q4: 3,298 shares; 2025Q1: 3,103 shares; 2025Q2: 3,107 shares; 2025Q3: 2,821 shares; 2025Q4: 2,859 shares; 2026Q1: 3,264 shares 3,264 $2.01M 0.24% +405 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: 4,276 shares; 2024Q4: 4,284 shares; 2025Q1: 4,297 shares; 2025Q2: 4,306 shares; 2025Q3: 4,316 shares; 2025Q4: 4,328 shares; 2026Q1: 4,332 shares 4,332 $2.01M 0.24% +4 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: 10,087 shares; 2025Q1: 9,120 shares; 2025Q2: 8,800 shares; 2025Q3: 7,758 shares; 2025Q4: 7,431 shares; 2026Q1: 7,447 shares 7,447 $1.95M 0.23% +16 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,299 shares; 2024Q4: 187,666 shares; 2025Q1: 196,738 shares; 2025Q2: 186,012 shares; 2025Q3: 87,710 shares; 2025Q4: 85,233 shares; 2026Q1: 82,174 shares 82,174 $1.95M 0.23% -3,059 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: 20,776 shares; 2024Q4: 61,905 shares; 2025Q1: 65,073 shares; 2025Q2: 65,948 shares; 2025Q3: 61,518 shares; 2025Q4: 61,479 shares; 2026Q1: 62,871 shares 62,871 $1.93M 0.23% +1,392 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: not reported; 2024Q4: not reported; 2025Q1: 5,220 shares; 2025Q2: 5,589 shares; 2025Q3: 13,944 shares; 2025Q4: 20,692 shares; 2026Q1: 21,842 shares 21,842 $1.93M 0.23% +1,150 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,513 shares; 2024Q4: 113,642 shares; 2025Q1: 89,938 shares; 2025Q2: 77,474 shares; 2025Q3: 70,382 shares; 2025Q4: 64,507 shares; 2026Q1: 57,185 shares 57,185 $1.88M 0.22% -7,322 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 75,270 shares; 2025Q4: 152,912 shares; 2026Q1: 217,205 shares 217,205 $1.88M 0.22% +64,293 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: 12,154 shares; 2024Q4: 12,079 shares; 2025Q1: 12,132 shares; 2025Q2: 12,139 shares; 2025Q3: 12,097 shares; 2025Q4: 12,393 shares; 2026Q1: 12,661 shares 12,661 $1.83M 0.22% +268 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: 4,088 shares; 2024Q4: 4,062 shares; 2025Q1: 4,069 shares; 2025Q2: 19,735 shares; 2025Q3: 19,691 shares; 2025Q4: 20,012 shares; 2026Q1: 20,002 shares 20,002 $1.81M 0.21% -10 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,681 shares; 2024Q4: 53,994 shares; 2025Q1: 58,182 shares; 2025Q2: 57,929 shares; 2025Q3: 55,952 shares; 2025Q4: 55,799 shares; 2026Q1: 56,678 shares 56,678 $1.75M 0.21% +879 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,777 shares; 2024Q4: 30,462 shares; 2025Q1: 25,016 shares; 2025Q2: 22,895 shares; 2025Q3: 19,987 shares; 2025Q4: 18,334 shares; 2026Q1: 15,151 shares 15,151 $1.69M 0.2% -3,183 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,245 shares; 2024Q4: 55,499 shares; 2025Q1: 54,070 shares; 2025Q2: 51,885 shares; 2025Q3: 47,359 shares; 2025Q4: 45,331 shares; 2026Q1: 45,714 shares 45,714 $1.68M 0.2% +383 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,587 shares; 2025Q3: 21,063 shares; 2025Q4: 20,507 shares; 2026Q1: 8,622 shares 8,622 $1.65M 0.19% -11,885 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: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,333 shares; 2025Q2: 2,328 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 2,334 shares 2,334 $1.63M 0.19% +5 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,761 shares; 2024Q4: 16,037 shares; 2025Q1: 16,252 shares; 2025Q2: 16,522 shares; 2025Q3: 16,679 shares; 2025Q4: 17,134 shares; 2026Q1: 17,194 shares 17,194 $1.62M 0.19% +60 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: 8,661 shares; 2024Q4: 8,688 shares; 2025Q1: 8,695 shares; 2025Q2: 8,695 shares; 2025Q3: 8,571 shares; 2025Q4: 8,195 shares; 2026Q1: 8,209 shares 8,209 $1.61M 0.19% +14 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,032 shares; 2025Q1: 1,094 shares; 2025Q2: 1,105 shares; 2025Q3: 3,102 shares; 2025Q4: 3,397 shares; 2026Q1: 3,211 shares 3,211 $1.6M 0.19% -186 Timeline SCHY 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: 55,903 shares; 2024Q4: 46,579 shares; 2025Q1: 45,943 shares; 2025Q2: 45,544 shares; 2025Q3: 47,432 shares; 2025Q4: 46,405 shares; 2026Q1: 50,035 shares 50,035 $1.58M 0.19% +3,630 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,270 shares; 2025Q3: 69,060 shares; 2025Q4: 133,367 shares; 2026Q1: 40,167 shares 40,167 $1.54M 0.18% -93,200 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: 1,680 shares; 2024Q4: 1,715 shares; 2025Q1: 2,188 shares; 2025Q2: 2,136 shares; 2025Q3: 2,344 shares; 2025Q4: 2,588 shares; 2026Q1: 2,684 shares 2,684 $1.54M 0.18% +96 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 70,578 shares 70,578 $1.49M 0.18% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 12,331 shares; 2025Q1: 40,237 shares; 2025Q2: 44,696 shares; 2025Q3: 32,924 shares; 2025Q4: 25,785 shares; 2026Q1: 20,707 shares 20,707 $1.47M 0.17% -5,078 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: 27,151 shares; 2024Q4: 27,883 shares; 2025Q1: 24,246 shares; 2025Q2: 21,540 shares; 2025Q3: 18,431 shares; 2025Q4: 16,517 shares; 2026Q1: 15,469 shares 15,469 $1.46M 0.17% -1,048 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: 4,007 shares; 2024Q4: 3,281 shares; 2025Q1: 3,264 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,270 shares; 2026Q1: 3,395 shares 3,395 $1.46M 0.17% +125 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,195 shares; 2025Q1: 84,619 shares; 2025Q2: 112,561 shares; 2025Q3: 111,705 shares; 2025Q4: 82,464 shares; 2026Q1: 48,927 shares 48,927 $1.42M 0.17% -33,537 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: 7,168 shares; 2024Q4: 6,934 shares; 2025Q1: 6,735 shares; 2025Q2: 5,886 shares; 2025Q3: 5,464 shares; 2025Q4: 5,015 shares; 2026Q1: 5,148 shares 5,148 $1.4M 0.17% +133 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: 8,697 shares; 2024Q4: 8,578 shares; 2025Q1: 8,592 shares; 2025Q2: 8,740 shares; 2025Q3: 8,524 shares; 2025Q4: 8,608 shares; 2026Q1: 8,883 shares 8,883 $1.34M 0.16% +275 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,947 shares; 2025Q2: 87,292 shares; 2025Q3: 61,647 shares; 2025Q4: 46,847 shares; 2026Q1: 33,706 shares 33,706 $1.33M 0.16% -13,141 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 14,605 shares; 2026Q1: 52,755 shares 52,755 $1.33M 0.16% +38,150 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,354 shares; 2025Q1: 1,426 shares; 2025Q2: 1,464 shares; 2025Q3: 1,494 shares; 2025Q4: 1,534 shares; 2026Q1: 1,560 shares 1,560 $1.32M 0.16% +26 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 24,772 shares; 2025Q4: 35,710 shares; 2026Q1: 41,468 shares 41,468 $1.29M 0.15% +5,758 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: 1,732 shares; 2024Q4: 1,724 shares; 2025Q1: 1,959 shares; 2025Q2: 2,189 shares; 2025Q3: 2,543 shares; 2025Q4: 3,486 shares; 2026Q1: 4,067 shares 4,067 $1.26M 0.15% +581 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: 31,199 shares; 2024Q4: 31,110 shares; 2025Q1: 30,956 shares; 2025Q2: 12,072 shares; 2025Q3: 12,080 shares; 2025Q4: 12,090 shares; 2026Q1: 12,095 shares 12,095 $1.22M 0.14% +5 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,028 shares; 2024Q4: 78,131 shares; 2025Q1: 57,817 shares; 2025Q2: 48,705 shares; 2025Q3: 40,579 shares; 2025Q4: 34,836 shares; 2026Q1: 25,958 shares 25,958 $1.21M 0.14% -8,878 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: 893 shares; 2024Q4: 857 shares; 2025Q1: 1,057 shares; 2025Q2: 1,097 shares; 2025Q3: 1,173 shares; 2025Q4: 895 shares; 2026Q1: 1,175 shares 1,175 $1.17M 0.14% +280 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: 3,034 shares; 2024Q4: 3,038 shares; 2025Q1: 3,167 shares; 2025Q2: 3,397 shares; 2025Q3: 3,396 shares; 2025Q4: 3,385 shares; 2026Q1: 3,713 shares 3,713 $1.12M 0.13% +328 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,508 shares; 2025Q1: 6,043 shares; 2025Q2: 5,862 shares; 2025Q3: 5,389 shares; 2025Q4: 5,715 shares; 2026Q1: 5,963 shares 5,963 $1.11M 0.13% +248 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 851 shares; 2025Q1: 1,243 shares; 2025Q2: 1,367 shares; 2025Q3: 1,466 shares; 2025Q4: 1,647 shares; 2026Q1: 2,942 shares 2,942 $1.09M 0.13% +1,295 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,475 shares; 2024Q4: 13,678 shares; 2025Q1: 13,777 shares; 2025Q2: 13,835 shares; 2025Q3: 13,864 shares; 2025Q4: 13,894 shares; 2026Q1: 14,040 shares 14,040 $1.07M 0.13% +146 Timeline TLH 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: 4,936 shares; 2025Q4: 6,677 shares; 2026Q1: 10,541 shares 10,541 $1.06M 0.13% +3,864 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,026 shares; 2025Q3: 4,103 shares; 2025Q4: 4,235 shares; 2026Q1: 3,770 shares 3,770 $1.03M 0.12% -465 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: 775 shares; 2024Q4: 695 shares; 2025Q1: 710 shares; 2025Q2: 836 shares; 2025Q3: 846 shares; 2025Q4: 946 shares; 2026Q1: 1,097 shares 1,097 $1.01M 0.12% +151 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: 585 shares; 2024Q4: 505 shares; 2025Q1: 732 shares; 2025Q2: 583 shares; 2025Q3: 607 shares; 2025Q4: 7,246 shares; 2026Q1: 9,897 shares 9,897 $952K 0.11% +2,651 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,631 shares; 2025Q1: 3,839 shares; 2025Q2: 4,058 shares; 2025Q3: 4,064 shares; 2025Q4: 3,645 shares; 2026Q1: 3,848 shares 3,848 $914K 0.11% +203 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 11,125 shares; 2026Q1: 18,377 shares 18,377 $912K 0.11% +7,252 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: 6,347 shares; 2024Q4: 6,433 shares; 2025Q1: 5,463 shares; 2025Q2: 5,712 shares; 2025Q3: 4,848 shares; 2025Q4: 4,331 shares; 2026Q1: 4,264 shares 4,264 $911K 0.11% -67 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,902 shares; 2024Q4: 20,902 shares; 2025Q1: 21,028 shares; 2025Q2: 20,920 shares; 2025Q3: 20,970 shares; 2025Q4: 20,973 shares; 2026Q1: 21,713 shares 21,713 $891K 0.1% +740 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,926 shares; 2025Q3: 3,934 shares; 2025Q4: 3,936 shares; 2026Q1: 4,034 shares 4,034 $884K 0.1% +98 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,381 shares; 2025Q1: 7,384 shares; 2025Q2: 7,387 shares; 2025Q3: 7,389 shares; 2025Q4: 7,392 shares; 2026Q1: 7,394 shares 7,394 $876K 0.1% +2 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,654 shares; 2026Q1: 2,670 shares 2,670 $873K 0.1% +16 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: 3,489 shares; 2024Q4: 3,363 shares; 2025Q1: 3,391 shares; 2025Q2: 3,346 shares; 2025Q3: 3,380 shares; 2025Q4: 3,446 shares; 2026Q1: 3,497 shares 3,497 $864K 0.1% +51 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,929 shares; 2025Q1: 3,935 shares; 2025Q2: 3,932 shares; 2025Q3: 3,936 shares; 2025Q4: 3,945 shares; 2026Q1: 3,950 shares 3,950 $858K 0.1% +5 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 6,659 shares; 2025Q1: 6,659 shares; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,701 shares; 2026Q1: 6,701 shares 6,701 $838K 0.1% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 5,128 shares; 2025Q1: 5,000 shares; 2025Q2: 5,108 shares; 2025Q3: 5,250 shares; 2025Q4: 5,246 shares; 2026Q1: 5,278 shares 5,278 $830K 0.1% +32 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: 4,154 shares; 2024Q4: 4,351 shares; 2025Q1: 5,968 shares; 2025Q2: 5,671 shares; 2025Q3: 5,449 shares; 2025Q4: 4,917 shares; 2026Q1: 6,885 shares 6,885 $828K 0.1% +1,968 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,892 shares; 2025Q1: 3,893 shares; 2025Q2: 3,904 shares; 2025Q3: 3,888 shares; 2025Q4: 3,897 shares; 2026Q1: 3,904 shares 3,904 $824K 0.1% +7 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: 1,595 shares; 2024Q4: 1,523 shares; 2025Q1: 1,535 shares; 2025Q2: 1,560 shares; 2025Q3: 1,607 shares; 2025Q4: 1,646 shares; 2026Q1: 3,250 shares 3,250 $788K 0.09% +1,604 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,848 shares; 2024Q4: 40,411 shares; 2025Q1: 30,518 shares; 2025Q2: 25,606 shares; 2025Q3: 21,350 shares; 2025Q4: 18,430 shares; 2026Q1: 13,401 shares 13,401 $785K 0.09% -5,029 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: 3,542 shares; 2024Q4: 3,542 shares; 2025Q1: 3,033 shares; 2025Q2: 3,037 shares; 2025Q3: 2,940 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares 5,869 $780K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,312 shares; 2025Q1: 3,671 shares; 2025Q2: 3,896 shares; 2025Q3: 4,084 shares; 2025Q4: 4,511 shares; 2026Q1: 6,844 shares 6,844 $776K 0.09% +2,333 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: 9,822 shares; 2024Q4: 9,890 shares; 2025Q1: 9,926 shares; 2025Q2: 9,872 shares; 2025Q3: 9,932 shares; 2025Q4: 10,103 shares; 2026Q1: 10,202 shares 10,202 $776K 0.09% +99 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,622 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares 2,572 $769K 0.09% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,990 shares; 2024Q4: 13,068 shares; 2025Q1: 13,108 shares; 2025Q2: 12,990 shares; 2025Q3: 13,048 shares; 2025Q4: 13,116 shares; 2026Q1: 13,162 shares 13,162 $745K 0.09% +46 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: 21,967 shares; 2024Q4: 15,425 shares; 2025Q1: 14,148 shares; 2025Q2: 13,131 shares; 2025Q3: 13,081 shares; 2025Q4: 13,165 shares; 2026Q1: 13,040 shares 13,040 $741K 0.09% -125 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 11,500 shares; 2025Q1: 11,440 shares; 2025Q2: 11,597 shares; 2025Q3: 11,637 shares; 2025Q4: 12,687 shares; 2026Q1: 14,017 shares 14,017 $740K 0.09% +1,330 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,318 shares; 2024Q4: 62,310 shares; 2025Q1: 59,364 shares; 2025Q2: 55,321 shares; 2025Q3: 35,312 shares; 2025Q4: 26,288 shares; 2026Q1: 25,569 shares 25,569 $734K 0.09% -719 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares; 2026Q1: 3,049 shares 3,049 $721K 0.08% -3 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,215 shares; 2026Q1: 14,360 shares 14,360 $715K 0.08% -2,855 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: 1,054 shares; 2024Q4: 915 shares; 2025Q1: 646 shares; 2025Q2: 817 shares; 2025Q3: 797 shares; 2025Q4: 866 shares; 2026Q1: 997 shares 997 $706K 0.08% +131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,381 shares; 2025Q3: 13,457 shares; 2025Q4: 13,609 shares; 2026Q1: 13,687 shares 13,687 $683K 0.08% +78 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,010 shares 21,010 $667K 0.08% new Timeline IDVO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,497 shares; 2025Q3: 9,458 shares; 2025Q4: 11,447 shares; 2026Q1: 16,035 shares 16,035 $649K 0.08% +4,588 Timeline HYDB 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: 9,124 shares; 2025Q4: 15,830 shares; 2026Q1: 13,773 shares 13,773 $641K 0.08% -2,057 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: 2,968 shares; 2024Q4: 2,951 shares; 2025Q1: 2,941 shares; 2025Q2: 3,273 shares; 2025Q3: 2,938 shares; 2025Q4: 3,181 shares; 2026Q1: 4,051 shares 4,051 $629K 0.07% +870 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,439 shares; 2025Q1: 2,870 shares; 2025Q2: 2,827 shares; 2025Q3: 2,901 shares; 2025Q4: 3,063 shares; 2026Q1: 4,205 shares 4,205 $619K 0.07% +1,142 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,488 shares; 2026Q1: 7,038 shares 7,038 $618K 0.07% +3,550 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: 5,727 shares; 2024Q4: 6,481 shares; 2025Q1: 12,069 shares; 2025Q2: 13,062 shares; 2025Q3: 11,736 shares; 2025Q4: 12,159 shares; 2026Q1: 12,156 shares 12,156 $600K 0.07% -3 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,894 shares; 2025Q1: 2,856 shares; 2025Q2: 2,859 shares; 2025Q3: 2,861 shares; 2025Q4: 3,023 shares; 2026Q1: 3,025 shares 3,025 $573K 0.07% +2 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 8,433 shares; 2025Q1: 8,482 shares; 2025Q2: 4,497 shares; 2025Q3: 4,659 shares; 2025Q4: 4,617 shares; 2026Q1: 5,851 shares 5,851 $543K 0.06% +1,234 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: 1,617 shares; 2024Q4: 1,913 shares; 2025Q1: 2,143 shares; 2025Q2: 1,863 shares; 2025Q3: 1,860 shares; 2025Q4: 1,901 shares; 2026Q1: 1,938 shares 1,938 $541K 0.06% +37 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,832 shares; 2025Q2: 1,600 shares; 2025Q3: 1,590 shares; 2025Q4: 1,516 shares; 2026Q1: 1,469 shares 1,469 $540K 0.06% -47 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: 1,301 shares; 2024Q4: 1,171 shares; 2025Q1: 1,142 shares; 2025Q2: 1,212 shares; 2025Q3: 1,361 shares; 2025Q4: 1,556 shares; 2026Q1: 1,777 shares 1,777 $537K 0.06% +221 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: 2,875 shares; 2024Q4: 2,703 shares; 2025Q1: 2,805 shares; 2025Q2: 2,827 shares; 2025Q3: 2,865 shares; 2025Q4: 2,694 shares; 2026Q1: 2,369 shares 2,369 $535K 0.06% -325 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: 621 shares; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 960 shares; 2025Q3: 990 shares; 2025Q4: 631 shares; 2026Q1: 1,594 shares 1,594 $524K 0.06% +963 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,586 shares; 2025Q4: 2,577 shares; 2026Q1: 2,583 shares 2,583 $503K 0.06% +6 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: 34,602 shares; 2024Q4: 35,801 shares; 2025Q1: 27,982 shares; 2025Q2: 18,570 shares; 2025Q3: 9,532 shares; 2025Q4: 13,025 shares; 2026Q1: 8,062 shares 8,062 $494K 0.06% -4,963 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,318 shares 6,318 $490K 0.06% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 995 shares; 2025Q1: 996 shares; 2025Q2: 1,031 shares; 2025Q3: 1,069 shares; 2025Q4: 1,090 shares; 2026Q1: 1,124 shares 1,124 $478K 0.06% +34 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,319 shares; 2025Q2: 2,350 shares; 2025Q3: 2,440 shares; 2025Q4: 2,545 shares; 2026Q1: 2,384 shares 2,384 $473K 0.06% -161 Timeline TLT 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: 3,261 shares; 2025Q4: 4,401 shares; 2026Q1: 5,434 shares 5,434 $471K 0.06% +1,033 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 17,787 shares; 2025Q1: 17,787 shares; 2025Q2: 17,017 shares; 2025Q3: 16,839 shares; 2025Q4: 16,652 shares; 2026Q1: 16,848 shares 16,848 $469K 0.06% +196 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,864 shares; 2026Q1: 9,397 shares 9,397 $460K 0.05% +4,533 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,205 shares; 2025Q2: 7,086 shares; 2025Q3: 7,442 shares; 2025Q4: 11,122 shares; 2026Q1: 14,897 shares 14,897 $459K 0.05% +3,775 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: 2,031 shares; 2024Q4: 2,040 shares; 2025Q1: 2,085 shares; 2025Q2: 2,083 shares; 2025Q3: 2,026 shares; 2025Q4: 1,852 shares; 2026Q1: 1,888 shares 1,888 $458K 0.05% +36 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: 1,886 shares 1,886 $435K 0.05% +242 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares 3,180 $432K 0.05% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,098 shares 2,098 $432K 0.05% new 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: 900 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 1,181 shares; 2026Q1: 1,182 shares 1,182 $422K 0.05% +1 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,683 shares; 2025Q2: 21,782 shares; 2025Q3: 14,487 shares; 2025Q4: 12,693 shares; 2026Q1: 8,091 shares 8,091 $411K 0.05% -4,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,682 shares 6,682 $405K 0.05% new Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $404K 0.05% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,369 shares 4,369 $400K 0.05% +160 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $395K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 831 shares; 2025Q4: 989 shares; 2026Q1: 1,073 shares 1,073 $384K 0.05% +84 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,019 shares; 2025Q1: 2,023 shares; 2025Q2: 2,038 shares; 2025Q3: 1,999 shares; 2025Q4: 1,990 shares; 2026Q1: 1,993 shares 1,993 $383K 0.05% +3 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 1,130 shares 1,130 $382K 0.04% -2,531 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,034 shares; 2025Q2: 16,743 shares; 2025Q3: 10,084 shares; 2025Q4: 6,332 shares; 2026Q1: 5,003 shares 5,003 $370K 0.04% -1,329 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,083 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 2,087 shares; 2025Q4: 1,993 shares; 2026Q1: 1,995 shares 1,995 $368K 0.04% +2 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 5,811 shares; 2025Q1: 5,764 shares; 2025Q2: 5,390 shares; 2025Q3: 4,710 shares; 2025Q4: 4,650 shares; 2026Q1: 4,647 shares 4,647 $364K 0.04% -3 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2026Q1: 16,350 shares 16,350 $363K 0.04% new 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: 18,187 shares; 2024Q4: 9,698 shares; 2025Q1: 12,524 shares; 2025Q2: 12,294 shares; 2025Q3: 11,667 shares; 2025Q4: 11,613 shares; 2026Q1: 12,789 shares 12,789 $359K 0.04% +1,176 Timeline DUSB 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: not reported; 2026Q1: 7,001 shares 7,001 $355K 0.04% new Timeline VTWG 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: 1,538 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares 1,538 $352K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,244 shares; 2025Q1: 6,053 shares; 2025Q2: 6,814 shares; 2025Q3: 8,002 shares; 2025Q4: 10,119 shares; 2026Q1: 9,091 shares 9,091 $349K 0.04% -1,028 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: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 3,204 shares; 2025Q3: 3,330 shares; 2025Q4: 3,662 shares; 2026Q1: 4,376 shares 4,376 $348K 0.04% +714 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares; 2026Q1: 2,731 shares 2,731 $345K 0.04% +81 Timeline CSPF 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: 13,350 shares 13,350 $342K 0.04% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,871 shares; 2025Q1: 3,871 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044 $341K 0.04% 0 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: 4,068 shares; 2024Q4: 4,112 shares; 2025Q1: 4,542 shares; 2025Q2: 4,589 shares; 2025Q3: 3,894 shares; 2025Q4: 3,938 shares; 2026Q1: 3,938 shares 3,938 $341K 0.04% 0 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: 431 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 435 shares; 2025Q4: 446 shares; 2026Q1: 564 shares 564 $341K 0.04% +118 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: 3,109 shares; 2024Q4: 1,211 shares; 2025Q1: 1,222 shares; 2025Q2: 1,265 shares; 2025Q3: 1,882 shares; 2025Q4: 1,248 shares; 2026Q1: 1,669 shares 1,669 $332K 0.04% +421 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,095 shares; 2025Q1: 2,908 shares; 2025Q2: 2,918 shares; 2025Q3: 2,926 shares; 2025Q4: 2,878 shares; 2026Q1: 2,885 shares 2,885 $330K 0.04% +7 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,624 shares; 2025Q3: 1,681 shares; 2025Q4: 1,637 shares; 2026Q1: 1,682 shares 1,682 $330K 0.04% +45 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 469 shares; 2025Q4: 598 shares; 2026Q1: 663 shares 663 $329K 0.04% +65 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,810 shares; 2024Q4: 28,114 shares; 2025Q1: 25,416 shares; 2025Q2: 24,229 shares; 2025Q3: 23,818 shares; 2025Q4: 17,612 shares; 2026Q1: 14,161 shares 14,161 $329K 0.04% -3,451 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,489 shares; 2025Q1: 6,534 shares; 2025Q2: 6,587 shares; 2025Q3: 6,751 shares; 2025Q4: 6,878 shares; 2026Q1: 7,087 shares 7,087 $329K 0.04% +209 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,168 shares; 2025Q3: 1,043 shares; 2025Q4: 1,044 shares; 2026Q1: 1,036 shares 1,036 $325K 0.04% -8 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,299 shares; 2025Q1: 2,327 shares; 2025Q2: 2,322 shares; 2025Q3: 2,358 shares; 2025Q4: 2,414 shares; 2026Q1: 1,720 shares 1,720 $321K 0.04% -694 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,444 shares; 2025Q1: 2,484 shares; 2025Q2: 2,491 shares; 2025Q3: 2,366 shares; 2025Q4: 2,274 shares; 2026Q1: 2,277 shares 2,277 $315K 0.04% +3 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: 5,240 shares; 2024Q4: 6,806 shares; 2025Q1: 8,015 shares; 2025Q2: 7,733 shares; 2025Q3: 6,198 shares; 2025Q4: 5,992 shares; 2026Q1: 6,191 shares 6,191 $315K 0.04% +199 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,555 shares; 2025Q1: 1,468 shares; 2025Q2: 969 shares; 2025Q3: 1,017 shares; 2025Q4: 1,005 shares; 2026Q1: 893 shares 893 $303K 0.04% -112 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: 3,360 shares; 2024Q4: 3,395 shares; 2025Q1: 3,293 shares; 2025Q2: 3,324 shares; 2025Q3: 3,325 shares; 2025Q4: 3,415 shares; 2026Q1: 3,409 shares 3,409 $302K 0.04% -6 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: 1,522 shares; 2025Q4: 1,623 shares; 2026Q1: 1,634 shares 1,634 $298K 0.04% +11 Timeline XLG 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: 7,590 shares; 2024Q4: 7,593 shares; 2025Q1: 6,293 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares 5,406 $295K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,439 shares; 2025Q1: not reported; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,304 shares; 2026Q1: 4,304 shares 4,304 $293K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 4,644 shares 4,644 $291K 0.03% new 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: 3,527 shares; 2024Q4: 3,557 shares; 2025Q1: 3,563 shares; 2025Q2: 3,576 shares; 2025Q3: 3,585 shares; 2025Q4: 3,618 shares; 2026Q1: 3,745 shares 3,745 $289K 0.03% +127 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,802 shares; 2025Q4: 1,925 shares; 2026Q1: 2,203 shares 2,203 $289K 0.03% +278 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,015 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,039 shares; 2025Q4: 1,047 shares; 2026Q1: 998 shares 998 $287K 0.03% -49 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 405 shares; 2026Q1: 412 shares 412 $281K 0.03% +7 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,304 shares; 2024Q4: 33,582 shares; 2025Q1: 26,899 shares; 2025Q2: 22,918 shares; 2025Q3: 10,104 shares; 2025Q4: 7,689 shares; 2026Q1: 5,571 shares 5,571 $280K 0.03% -2,118 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,693 shares; 2025Q2: 3,201 shares; 2025Q3: 2,302 shares; 2025Q4: 2,208 shares; 2026Q1: 2,277 shares 2,277 $280K 0.03% +69 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,646 shares; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 1,315 shares 1,315 $268K 0.03% -9 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,837 shares; 2025Q1: 6,837 shares; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares; 2025Q4: 6,837 shares; 2026Q1: 6,837 shares 6,837 $266K 0.03% 0 Timeline QXO QXO INC More: the full row for QXO 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: 13,451 shares 13,451 $261K 0.03% new 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: 1,054 shares 1,054 $257K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 467 shares 467 $251K 0.03% new 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: 4,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 4,019 shares; 2025Q4: 4,015 shares; 2026Q1: 3,917 shares 3,917 $251K 0.03% -98 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 904 shares; 2026Q1: 1,264 shares 1,264 $251K 0.03% +360 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,312 shares; 2025Q4: 2,332 shares; 2026Q1: 2,342 shares 2,342 $249K 0.03% +10 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,283 shares; 2025Q1: 2,456 shares; 2025Q2: 2,407 shares; 2025Q3: 1,598 shares; 2025Q4: 1,595 shares; 2026Q1: 2,090 shares 2,090 $248K 0.03% +495 Timeline QLTA 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: 4,384 shares; 2025Q4: 7,042 shares; 2026Q1: 5,168 shares 5,168 $246K 0.03% -1,874 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,098 shares; 2025Q4: not reported; 2026Q1: 1,183 shares 1,183 $246K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257 shares; 2026Q1: 694 shares 694 $244K 0.03% +437 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: 6,384 shares; 2024Q4: 6,441 shares; 2025Q1: 6,719 shares; 2025Q2: 7,152 shares; 2025Q3: 5,777 shares; 2025Q4: 4,218 shares; 2026Q1: 4,244 shares 4,244 $241K 0.03% +26 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,568 shares; 2026Q1: 11,615 shares 11,615 $240K 0.03% +47 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: 1,116 shares 1,116 $238K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 2,252 shares; 2026Q1: 2,579 shares 2,579 $238K 0.03% +327 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,266 shares 2,266 $237K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 468 shares; 2025Q4: 600 shares; 2026Q1: 509 shares 509 $235K 0.03% -91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: 824 shares 824 $234K 0.03% +151 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,090 shares; 2024Q4: 20,880 shares; 2025Q1: 17,540 shares; 2025Q2: 17,346 shares; 2025Q3: 12,432 shares; 2025Q4: 11,694 shares; 2026Q1: 10,868 shares 10,868 $234K 0.03% -826 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 674 shares; 2026Q1: 727 shares 727 $233K 0.03% +53 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares 685 $231K 0.03% new 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: 2,385 shares; 2024Q4: 2,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares 2,349 $231K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,506 shares; 2025Q1: 1,613 shares; 2025Q2: 1,675 shares; 2025Q3: 1,656 shares; 2025Q4: 2,056 shares; 2026Q1: 1,779 shares 1,779 $229K 0.03% -277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 687 shares 687 $226K 0.03% +98 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,989 shares 1,989 $225K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257 shares 257 $224K 0.03% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,233 shares 3,233 $223K 0.03% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,953 shares; 2025Q4: 12,479 shares; 2026Q1: 4,644 shares 4,644 $223K 0.03% -7,835 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,536 shares 4,536 $222K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,429 shares; 2025Q4: 1,521 shares; 2026Q1: 1,357 shares 1,357 $218K 0.03% -164 Timeline IGEB 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: 4,810 shares 4,810 $217K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 984 shares 984 $215K 0.03% +1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,337 shares; 2026Q1: 3,721 shares 3,721 $212K 0.02% +384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,222 shares 4,222 $212K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares 377 $212K 0.02% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 3,538 shares; 2025Q1: 3,203 shares; 2025Q2: 3,133 shares; 2025Q3: 2,073 shares; 2025Q4: 2,075 shares; 2026Q1: 2,077 shares 2,077 $208K 0.02% +2 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262 $207K 0.02% new Timeline CLOA 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: not reported; 2026Q1: 3,992 shares 3,992 $207K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $206K 0.02% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,062 shares 4,062 $202K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420 shares 1,420 $200K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,186 shares 1,186 $200K 0.02% new Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 18,171 shares 18,171 $156K 0.02% new Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 12,215 shares; 2025Q1: 12,215 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 12,215 shares; 2026Q1: 12,215 shares 12,215 $153K 0.02% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 10,000 shares; 2025Q4: 12,000 shares; 2026Q1: 16,100 shares 16,100 $79.9K 0.01% +4,100 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 15,500 shares; 2025Q4: 14,700 shares; 2026Q1: 14,400 shares 14,400 $74.7K 0.01% -300 Timeline TELA TELA BIO INC More: the full row for TELA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 12,500 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 111,318 shares; 2026Q1: 118,178 shares 118,178 $73.3K 0.01% +6,860 Timeline