GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556,986 shares; 2024Q4: 6,604,327 shares; 2025Q1: 6,844,570 shares; 2025Q2: 7,030,213 shares; 2025Q3: 7,251,662 shares; 2025Q4: 7,374,785 shares; 2026Q1: 7,472,647 shares 7,472,647 $693M 12.78% +97,862 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: 632,097 shares; 2024Q4: 622,628 shares; 2025Q1: 629,942 shares; 2025Q2: 642,945 shares; 2025Q3: 638,360 shares; 2025Q4: 628,619 shares; 2026Q1: 702,776 shares 702,776 $459M 8.47% +74,157 Timeline SCHP 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: 2,529,193 shares; 2024Q4: 4,860,747 shares; 2025Q1: 5,558,246 shares; 2025Q2: 6,751,239 shares; 2025Q3: 7,751,122 shares; 2025Q4: 9,032,516 shares; 2026Q1: 10,392,695 shares 10,392,695 $277M 5.1% +1,360,179 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520,932 shares; 2024Q4: 3,245,364 shares; 2025Q1: 3,690,983 shares; 2025Q2: 3,971,272 shares; 2025Q3: 4,205,226 shares; 2025Q4: 4,546,036 shares; 2026Q1: 4,859,753 shares 4,859,753 $268M 4.95% +313,717 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290,284 shares; 2024Q4: 11,057,434 shares; 2025Q1: 10,902,610 shares; 2025Q2: 9,588,420 shares; 2025Q3: 10,217,556 shares; 2025Q4: 10,519,047 shares; 2026Q1: 10,669,231 shares 10,669,231 $237M 4.38% +150,184 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: 534,641 shares; 2024Q4: 549,597 shares; 2025Q1: 563,450 shares; 2025Q2: 578,592 shares; 2025Q3: 587,652 shares; 2025Q4: 632,468 shares; 2026Q1: 648,887 shares 648,887 $208M 3.84% +16,419 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: 1,486,289 shares; 2024Q4: 1,552,764 shares; 2025Q1: 1,653,032 shares; 2025Q2: 1,760,494 shares; 2025Q3: 1,867,022 shares; 2025Q4: 2,044,257 shares; 2026Q1: 2,257,880 shares 2,257,880 $145M 2.67% +213,623 Timeline OEF 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: 442,020 shares; 2024Q4: 433,469 shares; 2025Q1: 425,681 shares; 2025Q2: 421,785 shares; 2025Q3: 421,208 shares; 2025Q4: 408,838 shares; 2026Q1: 404,867 shares 404,867 $129M 2.38% -3,971 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: 133,948 shares; 2024Q4: 152,636 shares; 2025Q1: 602,723 shares; 2025Q2: 629,956 shares; 2025Q3: 659,507 shares; 2025Q4: 677,692 shares; 2026Q1: 664,098 shares 664,098 $116M 2.14% -13,594 Timeline VTIP 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: 435,562 shares; 2024Q4: 817,252 shares; 2025Q1: 932,697 shares; 2025Q2: 1,076,000 shares; 2025Q3: 1,233,738 shares; 2025Q4: 1,865,321 shares; 2026Q1: 2,312,674 shares 2,312,674 $116M 2.13% +447,353 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108,080 shares; 2024Q4: 1,101,020 shares; 2025Q1: 1,097,031 shares; 2025Q2: 1,061,353 shares; 2025Q3: 1,037,516 shares; 2025Q4: 1,031,783 shares; 2026Q1: 1,042,055 shares 1,042,055 $115M 2.12% +10,272 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629,710 shares; 2024Q4: 1,739,702 shares; 2025Q1: 1,861,542 shares; 2025Q2: 2,007,907 shares; 2025Q3: 2,042,994 shares; 2025Q4: 2,402,762 shares; 2026Q1: 2,537,064 shares 2,537,064 $114M 2.11% +134,302 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775,520 shares; 2024Q4: 1,842,807 shares; 2025Q1: 2,015,129 shares; 2025Q2: 2,272,514 shares; 2025Q3: 2,373,033 shares; 2025Q4: 2,681,334 shares; 2026Q1: 2,935,091 shares 2,935,091 $114M 2.11% +253,757 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864,393 shares; 2024Q4: 846,951 shares; 2025Q1: 822,066 shares; 2025Q2: 814,395 shares; 2025Q3: 812,866 shares; 2025Q4: 810,919 shares; 2026Q1: 794,905 shares 794,905 $110M 2.03% -16,014 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: 141,147 shares; 2024Q4: 144,499 shares; 2025Q1: 148,596 shares; 2025Q2: 168,901 shares; 2025Q3: 170,052 shares; 2025Q4: 171,537 shares; 2026Q1: 178,473 shares 178,473 $107M 1.97% +6,936 Timeline VWO 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: 938,489 shares; 2024Q4: 1,111,658 shares; 2025Q1: 1,264,388 shares; 2025Q2: 1,332,571 shares; 2025Q3: 1,443,196 shares; 2025Q4: 1,701,757 shares; 2026Q1: 1,885,136 shares 1,885,136 $102M 1.88% +183,379 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: 251,677 shares; 2024Q4: 257,350 shares; 2025Q1: 362,559 shares; 2025Q2: 363,107 shares; 2025Q3: 382,684 shares; 2025Q4: 401,605 shares; 2026Q1: 400,044 shares 400,044 $102M 1.87% -1,561 Timeline MBB 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: 643,351 shares; 2024Q4: 661,944 shares; 2025Q1: 676,187 shares; 2025Q2: 704,392 shares; 2025Q3: 733,887 shares; 2025Q4: 836,786 shares; 2026Q1: 886,160 shares 886,160 $84.1M 1.55% +49,374 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: 124,448 shares; 2024Q4: 124,677 shares; 2025Q1: 120,372 shares; 2025Q2: 123,758 shares; 2025Q3: 154,414 shares; 2025Q4: 122,822 shares; 2026Q1: 122,209 shares 122,209 $79.7M 1.47% -613 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305,344 shares; 2024Q4: 1,336,359 shares; 2025Q1: 1,598,619 shares; 2025Q2: 1,764,427 shares; 2025Q3: 1,863,434 shares; 2025Q4: 2,019,725 shares; 2026Q1: 2,129,704 shares 2,129,704 $72.1M 1.33% +109,979 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: 382,104 shares; 2024Q4: 395,864 shares; 2025Q1: 379,916 shares; 2025Q2: 377,494 shares; 2025Q3: 370,045 shares; 2025Q4: 361,980 shares; 2026Q1: 364,990 shares 364,990 $71.6M 1.32% +3,010 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: 471,893 shares; 2024Q4: 501,441 shares; 2025Q1: 488,130 shares; 2025Q2: 468,056 shares; 2025Q3: 467,124 shares; 2025Q4: 478,189 shares; 2026Q1: 481,063 shares 481,063 $66.5M 1.23% +2,874 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856,187 shares; 2024Q4: 840,567 shares; 2025Q1: 764,238 shares; 2025Q2: 715,708 shares; 2025Q3: 653,441 shares; 2025Q4: 616,806 shares; 2026Q1: 609,491 shares 609,491 $60.5M 1.12% -7,315 Timeline EMXC 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: 702,501 shares; 2024Q4: 689,419 shares; 2025Q1: 683,358 shares; 2025Q2: 705,390 shares; 2025Q3: 733,764 shares; 2025Q4: 725,962 shares; 2026Q1: 727,182 shares 727,182 $57.2M 1.06% +1,220 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: 521,079 shares; 2024Q4: 486,290 shares; 2025Q1: 499,756 shares; 2025Q2: 488,414 shares; 2025Q3: 489,987 shares; 2025Q4: 515,110 shares; 2026Q1: 570,798 shares 570,798 $57.2M 1.05% +55,688 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: 126,848 shares; 2024Q4: 125,325 shares; 2025Q1: 183,133 shares; 2025Q2: 187,892 shares; 2025Q3: 196,967 shares; 2025Q4: 207,418 shares; 2026Q1: 184,761 shares 184,761 $53.1M 0.98% -22,657 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: 227,122 shares; 2024Q4: 235,338 shares; 2025Q1: 242,324 shares; 2025Q2: 246,849 shares; 2025Q3: 245,376 shares; 2025Q4: 245,312 shares; 2026Q1: 247,726 shares 247,726 $52.3M 0.97% +2,414 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: 105,769 shares; 2024Q4: 107,674 shares; 2025Q1: 116,714 shares; 2025Q2: 123,201 shares; 2025Q3: 128,796 shares; 2025Q4: 131,925 shares; 2026Q1: 121,002 shares 121,002 $44.8M 0.83% -10,923 Timeline UPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723,773 shares; 2024Q4: 2,632,606 shares; 2025Q1: 2,852,846 shares; 2025Q2: 2,481,902 shares; 2025Q3: 2,481,240 shares; 2025Q4: 2,479,129 shares; 2026Q1: 2,549,846 shares 2,549,846 $41.4M 0.76% +70,717 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: 164,465 shares; 2024Q4: 163,764 shares; 2025Q1: 167,801 shares; 2025Q2: 168,449 shares; 2025Q3: 174,778 shares; 2025Q4: 179,740 shares; 2026Q1: 182,902 shares 182,902 $39.3M 0.73% +3,162 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: 119,100 shares; 2024Q4: 120,004 shares; 2025Q1: 133,848 shares; 2025Q2: 139,033 shares; 2025Q3: 145,849 shares; 2025Q4: 152,298 shares; 2026Q1: 158,941 shares 158,941 $33.1M 0.61% +6,643 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: 27,271 shares; 2024Q4: 29,361 shares; 2025Q1: 104,769 shares; 2025Q2: 111,014 shares; 2025Q3: 116,496 shares; 2025Q4: 118,688 shares; 2026Q1: 113,021 shares 113,021 $32.4M 0.6% -5,667 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 33,763 shares; 2025Q1: 208,130 shares; 2025Q2: 215,032 shares; 2025Q3: 233,903 shares; 2025Q4: 255,665 shares; 2026Q1: 306,484 shares 306,484 $31.7M 0.58% +50,819 Timeline AVTM 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: 624,484 shares 624,484 $29.4M 0.54% new Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265,562 shares; 2024Q4: 1,143,553 shares; 2025Q1: 1,074,833 shares; 2025Q2: 961,343 shares; 2025Q3: 772,559 shares; 2025Q4: 663,471 shares; 2026Q1: 531,554 shares 531,554 $27.1M 0.5% -131,917 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,798 shares; 2024Q4: 96,137 shares; 2025Q1: 96,853 shares; 2025Q2: 94,005 shares; 2025Q3: 90,580 shares; 2025Q4: 90,849 shares; 2026Q1: 90,192 shares 90,192 $26.6M 0.49% -657 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: 53,244 shares; 2024Q4: 55,537 shares; 2025Q1: 52,926 shares; 2025Q2: 54,561 shares; 2025Q3: 57,675 shares; 2025Q4: 55,620 shares; 2026Q1: 54,900 shares 54,900 $23.6M 0.44% -720 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,084 shares; 2025Q1: 9,773 shares; 2025Q2: 18,587 shares; 2025Q3: 102,069 shares; 2025Q4: 345,222 shares; 2026Q1: 434,920 shares 434,920 $20M 0.37% +89,698 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: 224,221 shares; 2024Q4: 207,704 shares; 2025Q1: 207,704 shares; 2025Q2: 206,701 shares; 2025Q3: 206,701 shares; 2025Q4: 206,701 shares; 2026Q1: 205,916 shares 205,916 $18.2M 0.33% -785 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: 48,763 shares; 2024Q4: 49,769 shares; 2025Q1: 17,683 shares; 2025Q2: 20,140 shares; 2025Q3: 25,067 shares; 2025Q4: 29,900 shares; 2026Q1: 30,101 shares 30,101 $17.2M 0.32% +201 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: 80,263 shares; 2024Q4: 78,841 shares; 2025Q1: 73,364 shares; 2025Q2: 74,996 shares; 2025Q3: 76,841 shares; 2025Q4: 78,763 shares; 2026Q1: 66,369 shares 66,369 $16.2M 0.3% -12,394 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: 57,246 shares; 2024Q4: 41,726 shares; 2025Q1: 78,773 shares; 2025Q2: 87,398 shares; 2025Q3: 93,524 shares; 2025Q4: 138,211 shares; 2026Q1: 182,211 shares 182,211 $16.2M 0.3% +44,000 Timeline IGOV 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: 13,953 shares; 2025Q2: 134,056 shares; 2025Q3: 255,706 shares; 2025Q4: 329,024 shares; 2026Q1: 379,118 shares 379,118 $15.6M 0.29% +50,094 Timeline VGIT 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: 258,833 shares; 2024Q4: 264,334 shares; 2025Q1: 270,074 shares; 2025Q2: 249,576 shares; 2025Q3: 234,223 shares; 2025Q4: 254,784 shares; 2026Q1: 258,106 shares 258,106 $15.4M 0.28% +3,322 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: 19,392 shares; 2024Q4: 19,147 shares; 2025Q1: 20,013 shares; 2025Q2: 23,298 shares; 2025Q3: 22,708 shares; 2025Q4: 30,729 shares; 2026Q1: 30,612 shares 30,612 $14.7M 0.27% -117 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,336 shares; 2024Q4: 113,108 shares; 2025Q1: 128,544 shares; 2025Q2: 165,184 shares; 2025Q3: 214,748 shares; 2025Q4: 210,607 shares; 2026Q1: 200,806 shares 200,806 $13.7M 0.25% -9,801 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: 14,126 shares; 2024Q4: 22,081 shares; 2025Q1: 24,303 shares; 2025Q2: 32,309 shares; 2025Q3: 35,519 shares; 2025Q4: 38,133 shares; 2026Q1: 41,142 shares 41,142 $12.7M 0.23% +3,009 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: 13,166 shares; 2024Q4: 13,195 shares; 2025Q1: 88,867 shares; 2025Q2: 95,519 shares; 2025Q3: 95,368 shares; 2025Q4: 168,177 shares; 2026Q1: 227,168 shares 227,168 $12M 0.22% +58,991 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: 7,255 shares; 2024Q4: 7,466 shares; 2025Q1: 7,658 shares; 2025Q2: 8,656 shares; 2025Q3: 10,248 shares; 2025Q4: 11,220 shares; 2026Q1: 12,603 shares 12,603 $11.6M 0.21% +1,383 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: 26,786 shares; 2024Q4: 27,838 shares; 2025Q1: 28,577 shares; 2025Q2: 33,502 shares; 2025Q3: 37,252 shares; 2025Q4: 38,596 shares; 2026Q1: 39,316 shares 39,316 $11.6M 0.21% +720 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,035 shares; 2024Q4: 24,074 shares; 2025Q1: 24,924 shares; 2025Q2: 25,683 shares; 2025Q3: 30,551 shares; 2025Q4: 34,645 shares; 2026Q1: 41,603 shares 41,603 $10.3M 0.19% +6,958 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: 7,197 shares; 2025Q2: 7,965 shares; 2025Q3: 10,508 shares; 2025Q4: 50,132 shares; 2026Q1: 45,948 shares 45,948 $9.83M 0.18% -4,184 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: 20,995 shares; 2025Q2: 26,042 shares; 2025Q3: 37,402 shares; 2025Q4: 100,023 shares; 2026Q1: 94,940 shares 94,940 $9.41M 0.17% -5,083 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: 41,244 shares; 2024Q4: 43,672 shares; 2025Q1: 39,094 shares; 2025Q2: 40,228 shares; 2025Q3: 43,040 shares; 2025Q4: 43,168 shares; 2026Q1: 44,347 shares 44,347 $9.18M 0.17% +1,179 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 12,385 shares; 2025Q1: 12,371 shares; 2025Q2: 13,344 shares; 2025Q3: 13,308 shares; 2025Q4: 14,261 shares; 2026Q1: 71,007 shares 71,007 $9.04M 0.17% +56,746 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,459 shares; 2024Q4: 18,295 shares; 2025Q1: 22,214 shares; 2025Q2: 23,156 shares; 2025Q3: 24,158 shares; 2025Q4: 23,987 shares; 2026Q1: 15,431 shares 15,431 $8.91M 0.16% -8,556 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: 311,565 shares; 2024Q4: 294,947 shares; 2025Q1: 249,339 shares; 2025Q2: 199,392 shares; 2025Q3: 155,340 shares; 2025Q4: 130,255 shares; 2026Q1: 102,108 shares 102,108 $8.85M 0.16% -28,147 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: 37,030 shares; 2024Q4: 36,862 shares; 2025Q1: 37,351 shares; 2025Q2: 40,983 shares; 2025Q3: 45,099 shares; 2025Q4: 46,738 shares; 2026Q1: 51,152 shares 51,152 $8.68M 0.16% +4,414 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: 13,433 shares; 2024Q4: 15,348 shares; 2025Q1: 10,272 shares; 2025Q2: 14,541 shares; 2025Q3: 15,022 shares; 2025Q4: 16,470 shares; 2026Q1: 22,809 shares 22,809 $8.48M 0.16% +6,339 Timeline VSGX 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: 68,811 shares; 2024Q4: 82,813 shares; 2025Q1: 86,228 shares; 2025Q2: 86,334 shares; 2025Q3: 100,685 shares; 2025Q4: 114,200 shares; 2026Q1: 114,262 shares 114,262 $8.2M 0.15% +62 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: 31,463 shares; 2024Q4: 30,529 shares; 2025Q1: 34,731 shares; 2025Q2: 36,006 shares; 2025Q3: 31,513 shares; 2025Q4: 32,361 shares; 2026Q1: 15,865 shares 15,865 $7.93M 0.15% -16,496 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,329 shares; 2024Q4: 109,269 shares; 2025Q1: 83,655 shares; 2025Q2: 94,974 shares; 2025Q3: 101,560 shares; 2025Q4: 105,828 shares; 2026Q1: 105,657 shares 105,657 $7.89M 0.15% -171 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: 15,190 shares; 2024Q4: 14,940 shares; 2025Q1: 57,393 shares; 2025Q2: 82,173 shares; 2025Q3: 96,147 shares; 2025Q4: 97,689 shares; 2026Q1: 101,621 shares 101,621 $7.84M 0.14% +3,932 Timeline ESGV 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: 100,788 shares; 2024Q4: 112,025 shares; 2025Q1: 115,466 shares; 2025Q2: 118,307 shares; 2025Q3: 92,972 shares; 2025Q4: 66,654 shares; 2026Q1: 66,700 shares 66,700 $7.49M 0.14% +46 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,541 shares; 2024Q4: 34,001 shares; 2025Q1: 31,108 shares; 2025Q2: 31,068 shares; 2025Q3: 30,680 shares; 2025Q4: 30,578 shares; 2026Q1: 23,360 shares 23,360 $7.43M 0.14% -7,218 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,574 shares; 2024Q4: 127,088 shares; 2025Q1: 136,787 shares; 2025Q2: 142,860 shares; 2025Q3: 137,457 shares; 2025Q4: 162,976 shares; 2026Q1: 163,108 shares 163,108 $7.25M 0.13% +132 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,082 shares; 2024Q4: 25,577 shares; 2025Q1: 22,827 shares; 2025Q2: 22,225 shares; 2025Q3: 22,185 shares; 2025Q4: 21,909 shares; 2026Q1: 15,599 shares 15,599 $6.81M 0.13% -6,310 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: 57,404 shares; 2024Q4: 58,254 shares; 2025Q1: 54,141 shares; 2025Q2: 53,149 shares; 2025Q3: 53,675 shares; 2025Q4: 55,033 shares; 2026Q1: 45,968 shares 45,968 $6.76M 0.12% -9,065 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 23,956 shares; 2025Q1: 22,816 shares; 2025Q2: 22,836 shares; 2025Q3: 57,677 shares; 2025Q4: 61,031 shares; 2026Q1: 62,508 shares 62,508 $6.75M 0.12% +1,477 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,502 shares; 2024Q4: 73,422 shares; 2025Q1: 67,879 shares; 2025Q2: 66,698 shares; 2025Q3: 60,926 shares; 2025Q4: 67,773 shares; 2026Q1: 41,447 shares 41,447 $6.62M 0.12% -26,326 Timeline GDX 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: 48,802 shares; 2024Q4: 45,366 shares; 2025Q1: 63,932 shares; 2025Q2: 66,385 shares; 2025Q3: 79,556 shares; 2025Q4: 69,482 shares; 2026Q1: 69,482 shares 69,482 $6.38M 0.12% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 14,101 shares; 2025Q1: 21,791 shares; 2025Q2: 23,290 shares; 2025Q3: 24,876 shares; 2025Q4: 28,430 shares; 2026Q1: 20,476 shares 20,476 $6.19M 0.11% -7,954 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: 52,545 shares; 2024Q4: 50,628 shares; 2025Q1: 45,286 shares; 2025Q2: 45,875 shares; 2025Q3: 45,536 shares; 2025Q4: 46,139 shares; 2026Q1: 39,315 shares 39,315 $6.11M 0.11% -6,824 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,149 shares; 2025Q1: 2,779 shares; 2025Q2: 2,684 shares; 2025Q3: 2,670 shares; 2025Q4: 2,570 shares; 2026Q1: 1,778 shares 1,778 $6.01M 0.11% -792 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: 6,436 shares; 2024Q4: 6,666 shares; 2025Q1: 6,625 shares; 2025Q2: 6,797 shares; 2025Q3: 7,099 shares; 2025Q4: 7,085 shares; 2026Q1: 6,978 shares 6,978 $5.9M 0.11% -107 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: 4,098 shares; 2024Q4: 4,144 shares; 2025Q1: 4,092 shares; 2025Q2: 4,626 shares; 2025Q3: 4,938 shares; 2025Q4: 58,109 shares; 2026Q1: 61,201 shares 61,201 $5.88M 0.11% +3,092 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: 20,455 shares; 2025Q1: 22,854 shares; 2025Q2: 23,802 shares; 2025Q3: 22,856 shares; 2025Q4: 28,786 shares; 2026Q1: 28,869 shares 28,869 $5.86M 0.11% +83 Timeline BRK-A 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.11% 0 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: 33,512 shares; 2024Q4: 38,039 shares; 2025Q1: 37,132 shares; 2025Q2: 38,936 shares; 2025Q3: 33,705 shares; 2025Q4: 34,770 shares; 2026Q1: 37,286 shares 37,286 $5.39M 0.1% +2,516 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: 17,864 shares; 2024Q4: 16,863 shares; 2025Q1: 15,238 shares; 2025Q2: 15,226 shares; 2025Q3: 13,330 shares; 2025Q4: 12,968 shares; 2026Q1: 10,755 shares 10,755 $5.33M 0.1% -2,213 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: 20,425 shares; 2024Q4: 22,692 shares; 2025Q1: 23,720 shares; 2025Q2: 29,121 shares; 2025Q3: 38,607 shares; 2025Q4: 44,498 shares; 2026Q1: 42,602 shares 42,602 $5.31M 0.1% -1,896 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: 19,926 shares; 2024Q4: 22,482 shares; 2025Q1: 23,874 shares; 2025Q2: 28,632 shares; 2025Q3: 30,208 shares; 2025Q4: 29,957 shares; 2026Q1: 24,240 shares 24,240 $5.27M 0.1% -5,717 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: 1,767 shares; 2024Q4: 1,963 shares; 2025Q1: 2,070 shares; 2025Q2: 3,276 shares; 2025Q3: 4,405 shares; 2025Q4: 4,948 shares; 2026Q1: 5,286 shares 5,286 $5.27M 0.1% +338 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: 10,752 shares; 2024Q4: 23,121 shares; 2025Q1: 23,137 shares; 2025Q2: 23,444 shares; 2025Q3: 24,069 shares; 2025Q4: 24,853 shares; 2026Q1: 27,013 shares 27,013 $5.18M 0.1% +2,160 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: 11,733 shares; 2024Q4: 11,733 shares; 2025Q1: 11,733 shares; 2025Q2: 14,482 shares; 2025Q3: 14,489 shares; 2025Q4: 14,497 shares; 2026Q1: 14,391 shares 14,391 $5.13M 0.09% -106 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: 12,745 shares; 2024Q4: 12,745 shares; 2025Q1: 12,745 shares; 2025Q2: 12,745 shares; 2025Q3: 12,745 shares; 2025Q4: 38,344 shares; 2026Q1: 38,516 shares 38,516 $5.12M 0.09% +172 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: 26,470 shares; 2025Q1: 33,735 shares; 2025Q2: 76,292 shares; 2025Q3: 102,101 shares; 2025Q4: 120,811 shares; 2026Q1: 131,790 shares 131,790 $5.06M 0.09% +10,979 Timeline IWR 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: 87,612 shares; 2024Q4: 87,719 shares; 2025Q1: 80,482 shares; 2025Q2: 58,531 shares; 2025Q3: 58,754 shares; 2025Q4: 58,788 shares; 2026Q1: 48,842 shares 48,842 $4.75M 0.09% -9,946 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,244 shares; 2024Q4: 19,622 shares; 2025Q1: 18,158 shares; 2025Q2: 18,316 shares; 2025Q3: 19,172 shares; 2025Q4: 19,187 shares; 2026Q1: 16,481 shares 16,481 $4.46M 0.08% -2,706 Timeline ESGE 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: 38,602 shares; 2024Q4: 98,797 shares; 2025Q1: 98,813 shares; 2025Q2: 99,050 shares; 2025Q3: 99,049 shares; 2025Q4: 97,881 shares; 2026Q1: 97,881 shares 97,881 $4.45M 0.08% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,354 shares; 2024Q4: 29,996 shares; 2025Q1: 27,322 shares; 2025Q2: 26,940 shares; 2025Q3: 26,988 shares; 2025Q4: 27,082 shares; 2026Q1: 18,527 shares 18,527 $4.38M 0.08% -8,555 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: 24,572 shares; 2024Q4: 24,673 shares; 2025Q1: 22,495 shares; 2025Q2: 22,059 shares; 2025Q3: 21,463 shares; 2025Q4: 20,889 shares; 2026Q1: 14,812 shares 14,812 $4.37M 0.08% -6,077 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: not reported; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 5,217 shares; 2025Q3: 7,886 shares; 2025Q4: 10,103 shares; 2026Q1: 10,091 shares 10,091 $4.3M 0.08% -12 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,995 shares; 2024Q4: 25,331 shares; 2025Q1: 26,258 shares; 2025Q2: 28,594 shares; 2025Q3: 28,343 shares; 2025Q4: 28,080 shares; 2026Q1: 28,103 shares 28,103 $4.24M 0.08% +23 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,086 shares; 2024Q4: 240,034 shares; 2025Q1: 282,524 shares; 2025Q2: 265,333 shares; 2025Q3: 229,637 shares; 2025Q4: 229,435 shares; 2026Q1: 180,820 shares 180,820 $4.21M 0.08% -48,615 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,503 shares; 2024Q4: 171,503 shares; 2025Q1: 171,503 shares; 2025Q2: 175,003 shares; 2025Q3: 276,003 shares; 2025Q4: 353,003 shares; 2026Q1: 401,081 shares 401,081 $4.19M 0.08% +48,078 Timeline PGF 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: 293,826 shares; 2024Q4: 304,703 shares; 2025Q1: 300,903 shares; 2025Q2: 318,111 shares; 2025Q3: 318,324 shares; 2025Q4: 334,076 shares; 2026Q1: 301,284 shares 301,284 $4.15M 0.08% -32,792 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,930 shares; 2024Q4: 59,189 shares; 2025Q1: 54,908 shares; 2025Q2: 54,007 shares; 2025Q3: 52,010 shares; 2025Q4: 52,855 shares; 2026Q1: 48,138 shares 48,138 $4.1M 0.08% -4,717 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 67,962 shares; 2025Q3: 67,962 shares; 2025Q4: 69,077 shares; 2026Q1: 136,474 shares 136,474 $3.94M 0.07% +67,397 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: 12,381 shares; 2024Q4: 11,307 shares; 2025Q1: 12,210 shares; 2025Q2: 15,356 shares; 2025Q3: 20,728 shares; 2025Q4: 24,873 shares; 2026Q1: 33,815 shares 33,815 $3.77M 0.07% +8,942 Timeline PEY 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: 171,360 shares; 2024Q4: 171,360 shares; 2025Q1: 171,360 shares; 2025Q2: 171,360 shares; 2025Q3: 171,360 shares; 2025Q4: 171,360 shares; 2026Q1: 171,360 shares 171,360 $3.67M 0.07% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 10,934 shares; 2025Q1: 10,117 shares; 2025Q2: 9,861 shares; 2025Q3: 9,523 shares; 2025Q4: 9,200 shares; 2026Q1: 6,774 shares 6,774 $3.65M 0.07% -2,426 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: 4,057 shares; 2024Q4: 10,257 shares; 2025Q1: 10,867 shares; 2025Q2: 10,867 shares; 2025Q3: 10,047 shares; 2025Q4: 8,081 shares; 2026Q1: 8,275 shares 8,275 $3.61M 0.07% +194 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: 13,724 shares; 2024Q4: 18,027 shares; 2025Q1: 17,749 shares; 2025Q2: 25,796 shares; 2025Q3: 27,405 shares; 2025Q4: 28,736 shares; 2026Q1: 29,595 shares 29,595 $3.58M 0.07% +859 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: 5,680 shares; 2024Q4: 7,450 shares; 2025Q1: 7,257 shares; 2025Q2: 7,541 shares; 2025Q3: 8,908 shares; 2025Q4: 10,329 shares; 2026Q1: 11,050 shares 11,050 $3.43M 0.06% +721 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: 9,573 shares; 2024Q4: 9,619 shares; 2025Q1: 9,558 shares; 2025Q2: 9,818 shares; 2025Q3: 10,836 shares; 2025Q4: 12,177 shares; 2026Q1: 11,320 shares 11,320 $3.42M 0.06% -857 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: 8,146 shares; 2024Q4: 7,913 shares; 2025Q1: 8,267 shares; 2025Q2: 9,011 shares; 2025Q3: 9,300 shares; 2025Q4: 10,264 shares; 2026Q1: 9,688 shares 9,688 $3.41M 0.06% -576 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,485 shares; 2025Q1: 10,485 shares; 2025Q2: 10,485 shares; 2025Q3: 10,485 shares; 2025Q4: 175,662 shares; 2026Q1: 296,141 shares 296,141 $3.38M 0.06% +120,479 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: 8,738 shares; 2024Q4: 11,009 shares; 2025Q1: 12,530 shares; 2025Q2: 12,294 shares; 2025Q3: 18,985 shares; 2025Q4: 11,879 shares; 2026Q1: 11,603 shares 11,603 $3.33M 0.06% -276 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 42,410 shares; 2025Q1: 42,153 shares; 2025Q2: 42,801 shares; 2025Q3: 44,545 shares; 2025Q4: 43,905 shares; 2026Q1: 34,258 shares 34,258 $3.3M 0.06% -9,647 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,167 shares; 2024Q4: 21,075 shares; 2025Q1: 21,075 shares; 2025Q2: 21,075 shares; 2025Q3: 21,075 shares; 2025Q4: 21,075 shares; 2026Q1: 21,075 shares 21,075 $3.27M 0.06% 0 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: 2,480 shares; 2024Q4: 2,656 shares; 2025Q1: not reported; 2025Q2: 3,532 shares; 2025Q3: 5,755 shares; 2025Q4: 12,651 shares; 2026Q1: 9,635 shares 9,635 $3.26M 0.06% -3,016 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: 13,793 shares; 2024Q4: 13,643 shares; 2025Q1: 15,052 shares; 2025Q2: 16,066 shares; 2025Q3: 21,307 shares; 2025Q4: 21,335 shares; 2026Q1: 21,354 shares 21,354 $3.23M 0.06% +19 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: 5,320 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,396 shares; 2025Q4: 4,550 shares; 2026Q1: 4,547 shares 4,547 $3.17M 0.06% -3 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 919 shares; 2025Q1: 1,021 shares; 2025Q2: 1,657 shares; 2025Q3: 2,304 shares; 2025Q4: 2,082 shares; 2026Q1: 2,281 shares 2,281 $3.15M 0.06% +199 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: 115,643 shares; 2024Q4: 110,545 shares; 2025Q1: 12,400 shares; 2025Q2: 11,671 shares; 2025Q3: 13,405 shares; 2025Q4: 27,142 shares; 2026Q1: 51,197 shares 51,197 $3.14M 0.06% +24,055 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: 13,954 shares; 2024Q4: 14,094 shares; 2025Q1: 13,132 shares; 2025Q2: 13,030 shares; 2025Q3: 14,817 shares; 2025Q4: 20,154 shares; 2026Q1: 16,238 shares 16,238 $3.13M 0.06% -3,916 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,299 shares; 2025Q3: 41,799 shares; 2025Q4: 80,725 shares; 2026Q1: 69,122 shares 69,122 $3.11M 0.06% -11,603 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: 18,188 shares; 2024Q4: 17,430 shares; 2025Q1: 15,756 shares; 2025Q2: 14,837 shares; 2025Q3: 13,890 shares; 2025Q4: 13,807 shares; 2026Q1: 9,700 shares 9,700 $3.11M 0.06% -4,107 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: 44,531 shares; 2024Q4: 50,449 shares; 2025Q1: 55,931 shares; 2025Q2: 56,081 shares; 2025Q3: 78,954 shares; 2025Q4: 56,891 shares; 2026Q1: 60,779 shares 60,779 $3.09M 0.06% +3,888 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: 33,204 shares; 2024Q4: 35,377 shares; 2025Q1: 35,940 shares; 2025Q2: 34,432 shares; 2025Q3: 42,026 shares; 2025Q4: 43,154 shares; 2026Q1: 39,566 shares 39,566 $3.07M 0.06% -3,588 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: 34,649 shares; 2024Q4: 45,360 shares; 2025Q1: 67,573 shares; 2025Q2: 70,727 shares; 2025Q3: 78,845 shares; 2025Q4: 79,281 shares; 2026Q1: 62,654 shares 62,654 $3.05M 0.06% -16,627 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,259 shares; 2026Q1: 113,266 shares 113,266 $3.05M 0.06% +1,007 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 62,261 shares; 2026Q1: 114,920 shares 114,920 $3.05M 0.06% +52,659 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: 26,986 shares; 2024Q4: 25,280 shares; 2025Q1: 26,985 shares; 2025Q2: 75,496 shares; 2025Q3: 76,793 shares; 2025Q4: 78,214 shares; 2026Q1: 78,225 shares 78,225 $3.04M 0.06% +11 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: 5,853 shares; 2024Q4: 7,885 shares; 2025Q1: 8,023 shares; 2025Q2: 9,268 shares; 2025Q3: 8,394 shares; 2025Q4: 8,413 shares; 2026Q1: 8,910 shares 8,910 $3.02M 0.06% +497 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,529 shares; 2026Q1: 204,480 shares 204,480 $3.01M 0.06% -49 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,374 shares; 2024Q4: 240,374 shares; 2025Q1: 240,374 shares; 2025Q2: 249,824 shares; 2025Q3: 249,840 shares; 2025Q4: 253,679 shares; 2026Q1: 256,039 shares 256,039 $3M 0.06% +2,360 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,301 shares; 2024Q4: 90,089 shares; 2025Q1: 81,603 shares; 2025Q2: 79,382 shares; 2025Q3: 75,849 shares; 2025Q4: 74,803 shares; 2026Q1: 52,862 shares 52,862 $2.98M 0.05% -21,941 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: 15,563 shares; 2024Q4: 15,658 shares; 2025Q1: 15,659 shares; 2025Q2: 18,730 shares; 2025Q3: 20,036 shares; 2025Q4: 19,752 shares; 2026Q1: 21,670 shares 21,670 $2.95M 0.05% +1,918 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: 9,831 shares; 2024Q4: 13,547 shares; 2025Q1: 14,494 shares; 2025Q2: 17,378 shares; 2025Q3: 20,844 shares; 2025Q4: 28,992 shares; 2026Q1: 30,312 shares 30,312 $2.94M 0.05% +1,320 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,961 shares; 2024Q4: 152,928 shares; 2025Q1: 148,207 shares; 2025Q2: 156,300 shares; 2025Q3: 133,380 shares; 2025Q4: 130,844 shares; 2026Q1: 93,870 shares 93,870 $2.93M 0.05% -36,974 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: 2,472 shares; 2024Q4: 3,243 shares; 2025Q1: 3,154 shares; 2025Q2: 3,456 shares; 2025Q3: 3,790 shares; 2025Q4: 4,012 shares; 2026Q1: 4,100 shares 4,100 $2.9M 0.05% +88 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,191 shares; 2024Q4: 19,501 shares; 2025Q1: 19,501 shares; 2025Q2: 19,501 shares; 2025Q3: 19,500 shares; 2025Q4: 19,501 shares; 2026Q1: 20,155 shares 20,155 $2.87M 0.05% +654 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 3,453 shares; 2025Q3: 3,635 shares; 2025Q4: 4,613 shares; 2026Q1: 4,612 shares 4,612 $2.85M 0.05% -1 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: 20,801 shares; 2024Q4: 21,073 shares; 2025Q1: 21,594 shares; 2025Q2: 22,541 shares; 2025Q3: 24,564 shares; 2025Q4: 31,528 shares; 2026Q1: 22,004 shares 22,004 $2.83M 0.05% -9,524 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: 3,447 shares; 2025Q1: 13,554 shares; 2025Q2: 21,593 shares; 2025Q3: 21,601 shares; 2025Q4: 22,344 shares; 2026Q1: 22,894 shares 22,894 $2.81M 0.05% +550 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: 9,277 shares; 2024Q4: 9,277 shares; 2025Q1: 9,277 shares; 2025Q2: 8,435 shares; 2025Q3: 8,435 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $2.78M 0.05% 0 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: 29,430 shares; 2024Q4: 88,290 shares; 2025Q1: 88,290 shares; 2025Q2: 88,290 shares; 2025Q3: 88,290 shares; 2025Q4: 88,290 shares; 2026Q1: 88,290 shares 88,290 $2.69M 0.05% 0 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: 9,575 shares; 2024Q4: 9,668 shares; 2025Q1: 9,737 shares; 2025Q2: 9,946 shares; 2025Q3: 9,852 shares; 2025Q4: 11,272 shares; 2026Q1: 11,090 shares 11,090 $2.69M 0.05% -182 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,089 shares; 2024Q4: 247,089 shares; 2025Q1: 247,089 shares; 2025Q2: 255,089 shares; 2025Q3: 255,089 shares; 2025Q4: 255,089 shares; 2026Q1: 236,500 shares 236,500 $2.67M 0.05% -18,589 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: 32,090 shares; 2024Q4: 71,265 shares; 2025Q1: 71,067 shares; 2025Q2: 84,174 shares; 2025Q3: 83,889 shares; 2025Q4: 86,313 shares; 2026Q1: 107,408 shares 107,408 $2.66M 0.05% +21,095 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: 17,088 shares; 2024Q4: 17,316 shares; 2025Q1: 17,316 shares; 2025Q2: 17,399 shares; 2025Q3: 29,205 shares; 2025Q4: 29,202 shares; 2026Q1: 29,353 shares 29,353 $2.66M 0.05% +151 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: 12,108 shares; 2024Q4: 12,116 shares; 2025Q1: 12,158 shares; 2025Q2: 15,301 shares; 2025Q3: 15,320 shares; 2025Q4: 15,349 shares; 2026Q1: 17,885 shares 17,885 $2.65M 0.05% +2,536 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: 12,761 shares; 2024Q4: 12,488 shares; 2025Q1: 13,016 shares; 2025Q2: 10,755 shares; 2025Q3: 14,990 shares; 2025Q4: 14,624 shares; 2026Q1: 15,827 shares 15,827 $2.6M 0.05% +1,203 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: 8,867 shares; 2024Q4: 9,321 shares; 2025Q1: 9,570 shares; 2025Q2: 9,813 shares; 2025Q3: 11,113 shares; 2025Q4: 10,932 shares; 2026Q1: 13,020 shares 13,020 $2.59M 0.05% +2,088 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: 2,983 shares; 2024Q4: 3,334 shares; 2025Q1: 3,737 shares; 2025Q2: 6,779 shares; 2025Q3: 7,521 shares; 2025Q4: 8,136 shares; 2026Q1: 9,086 shares 9,086 $2.58M 0.05% +950 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: 1,198 shares; 2024Q4: 1,768 shares; 2025Q1: 5,332 shares; 2025Q2: 6,725 shares; 2025Q3: 10,720 shares; 2025Q4: 8,170 shares; 2026Q1: 9,852 shares 9,852 $2.58M 0.05% +1,682 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 27,220 shares; 2025Q1: 24,994 shares; 2025Q2: 23,489 shares; 2025Q3: 25,739 shares; 2025Q4: 25,515 shares; 2026Q1: 26,165 shares 26,165 $2.56M 0.05% +650 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 11,568 shares; 2025Q1: 11,830 shares; 2025Q2: 13,147 shares; 2025Q3: 13,372 shares; 2025Q4: 13,543 shares; 2026Q1: 13,831 shares 13,831 $2.54M 0.05% +288 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: 29,123 shares; 2024Q4: 31,860 shares; 2025Q1: 32,869 shares; 2025Q2: 37,339 shares; 2025Q3: 38,425 shares; 2025Q4: 64,004 shares; 2026Q1: 51,273 shares 51,273 $2.53M 0.05% -12,731 Timeline SIL 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: 13,296 shares; 2024Q4: 13,681 shares; 2025Q1: 24,462 shares; 2025Q2: 30,496 shares; 2025Q3: 31,643 shares; 2025Q4: 34,723 shares; 2026Q1: 27,997 shares 27,997 $2.52M 0.05% -6,726 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: 6,532 shares; 2024Q4: 10,260 shares; 2025Q1: 9,873 shares; 2025Q2: 9,900 shares; 2025Q3: 10,409 shares; 2025Q4: 11,125 shares; 2026Q1: 12,109 shares 12,109 $2.46M 0.05% +984 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 11,571 shares; 2025Q1: 11,708 shares; 2025Q2: 11,734 shares; 2025Q3: 11,948 shares; 2025Q4: 11,937 shares; 2026Q1: 13,501 shares 13,501 $2.43M 0.04% +1,564 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,089 shares; 2024Q4: 48,611 shares; 2025Q1: 43,824 shares; 2025Q2: 42,306 shares; 2025Q3: 41,016 shares; 2025Q4: 40,415 shares; 2026Q1: 28,493 shares 28,493 $2.41M 0.04% -11,922 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: 15,338 shares; 2024Q4: 22,037 shares; 2025Q1: 21,377 shares; 2025Q2: 23,844 shares; 2025Q3: 25,114 shares; 2025Q4: 26,788 shares; 2026Q1: 31,031 shares 31,031 $2.38M 0.04% +4,243 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: 32,083 shares; 2024Q4: 32,348 shares; 2025Q1: 32,588 shares; 2025Q2: 32,213 shares; 2025Q3: 42,047 shares; 2025Q4: 36,068 shares; 2026Q1: 35,010 shares 35,010 $2.36M 0.04% -1,058 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: 4,216 shares; 2024Q4: 4,380 shares; 2025Q1: 4,548 shares; 2025Q2: 4,864 shares; 2025Q3: 4,965 shares; 2025Q4: 4,742 shares; 2026Q1: 5,445 shares 5,445 $2.32M 0.04% +703 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: 2,291 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 8,006 shares; 2025Q3: 8,744 shares; 2025Q4: 10,567 shares; 2026Q1: 10,732 shares 10,732 $2.29M 0.04% +165 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: 8,783 shares; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 11,880 shares; 2025Q3: 18,581 shares; 2025Q4: 18,677 shares; 2026Q1: 18,349 shares 18,349 $2.28M 0.04% -328 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: 850 shares; 2025Q1: 1,052 shares; 2025Q2: 1,738 shares; 2025Q3: 2,061 shares; 2025Q4: 2,232 shares; 2026Q1: 2,573 shares 2,573 $2.25M 0.04% +341 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: 11,553 shares; 2024Q4: 12,197 shares; 2025Q1: 12,747 shares; 2025Q2: 12,498 shares; 2025Q3: 16,717 shares; 2025Q4: 19,699 shares; 2026Q1: 19,670 shares 19,670 $2.22M 0.04% -29 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,243 shares; 2025Q4: 5,243 shares; 2026Q1: 5,243 shares 5,243 $2.14M 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,128 shares; 2025Q1: 3,971 shares; 2025Q2: 5,131 shares; 2025Q3: 5,890 shares; 2025Q4: 6,552 shares; 2026Q1: 6,404 shares 6,404 $2.11M 0.04% -148 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 9,120 shares; 2025Q1: 8,213 shares; 2025Q2: 9,296 shares; 2025Q3: 9,182 shares; 2025Q4: 10,023 shares; 2026Q1: 8,569 shares 8,569 $2.08M 0.04% -1,454 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: 3,428 shares; 2024Q4: 3,070 shares; 2025Q1: 2,991 shares; 2025Q2: 3,789 shares; 2025Q3: 3,727 shares; 2025Q4: 3,746 shares; 2026Q1: 4,463 shares 4,463 $2.07M 0.04% +717 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: 12,202 shares; 2025Q1: 12,627 shares; 2025Q2: 13,650 shares; 2025Q3: 13,828 shares; 2025Q4: 14,079 shares; 2026Q1: 14,151 shares 14,151 $2.06M 0.04% +72 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,887 shares; 2024Q4: 96,535 shares; 2025Q1: 96,716 shares; 2025Q2: 97,437 shares; 2025Q3: 97,350 shares; 2025Q4: 98,823 shares; 2026Q1: 92,734 shares 92,734 $2.03M 0.04% -6,089 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 2,885 shares; 2025Q1: 2,567 shares; 2025Q2: 2,408 shares; 2025Q3: 2,312 shares; 2025Q4: 2,388 shares; 2026Q1: 1,599 shares 1,599 $2.02M 0.04% -789 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 4,804 shares; 2025Q2: 8,590 shares; 2025Q3: 11,182 shares; 2025Q4: 11,123 shares; 2026Q1: 13,667 shares 13,667 $2M 0.04% +2,544 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,727 shares; 2024Q4: 141,676 shares; 2025Q1: 142,283 shares; 2025Q2: 143,944 shares; 2025Q3: 142,174 shares; 2025Q4: 143,363 shares; 2026Q1: 153,071 shares 153,071 $1.97M 0.04% +9,708 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 8,196 shares; 2025Q1: 8,151 shares; 2025Q2: 7,759 shares; 2025Q3: 7,963 shares; 2025Q4: 8,342 shares; 2026Q1: 8,552 shares 8,552 $1.97M 0.04% +210 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 827 shares; 2025Q1: 1,286 shares; 2025Q2: 2,160 shares; 2025Q3: 12,085 shares; 2025Q4: 11,755 shares; 2026Q1: 6,458 shares 6,458 $1.96M 0.04% -5,297 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,300 shares; 2025Q2: 57,707 shares; 2025Q3: 57,903 shares; 2025Q4: 58,690 shares; 2026Q1: 58,954 shares 58,954 $1.96M 0.04% +264 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,307 shares; 2024Q4: 46,047 shares; 2025Q1: 41,125 shares; 2025Q2: 40,111 shares; 2025Q3: 38,170 shares; 2025Q4: 36,779 shares; 2026Q1: 25,086 shares 25,086 $1.93M 0.04% -11,693 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: 35,594 shares; 2024Q4: 30,080 shares; 2025Q1: 30,250 shares; 2025Q2: 30,392 shares; 2025Q3: 30,414 shares; 2025Q4: 33,239 shares; 2026Q1: 33,605 shares 33,605 $1.91M 0.04% +366 Timeline FLJP 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: 52,572 shares; 2024Q4: 52,572 shares; 2025Q1: 52,572 shares; 2025Q2: 52,572 shares; 2025Q3: 52,572 shares; 2025Q4: 52,572 shares; 2026Q1: 52,560 shares 52,560 $1.9M 0.04% -12 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: 996 shares; 2024Q4: 1,132 shares; 2025Q1: 1,341 shares; 2025Q2: 2,214 shares; 2025Q3: 1,831 shares; 2025Q4: 2,468 shares; 2026Q1: 3,107 shares 3,107 $1.88M 0.03% +639 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 5,430 shares; 2025Q3: 5,747 shares; 2025Q4: 7,724 shares; 2026Q1: 11,590 shares 11,590 $1.87M 0.03% +3,866 Timeline VOOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,090 shares; 2025Q3: 9,089 shares; 2025Q4: 9,090 shares; 2026Q1: 9,089 shares 9,089 $1.85M 0.03% -1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 9,246 shares; 2025Q1: 17,469 shares; 2025Q2: 16,497 shares; 2025Q3: 21,831 shares; 2025Q4: 21,983 shares; 2026Q1: 24,662 shares 24,662 $1.82M 0.03% +2,679 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,367 shares; 2025Q1: 5,906 shares; 2025Q2: 6,134 shares; 2025Q3: 6,213 shares; 2025Q4: 27,748 shares; 2026Q1: 27,806 shares 27,806 $1.81M 0.03% +58 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: 567 shares; 2025Q1: 569 shares; 2025Q2: 545 shares; 2025Q3: 810 shares; 2025Q4: 1,491 shares; 2026Q1: 1,881 shares 1,881 $1.81M 0.03% +390 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,500 shares; 2025Q1: 6,200 shares; 2025Q2: 8,250 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares; 2026Q1: 8,270 shares 8,270 $1.81M 0.03% 0 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: 16,013 shares; 2024Q4: 18,889 shares; 2025Q1: 19,375 shares; 2025Q2: 22,433 shares; 2025Q3: 22,354 shares; 2025Q4: 21,063 shares; 2026Q1: 17,449 shares 17,449 $1.79M 0.03% -3,614 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: not reported; 2024Q4: 21,692 shares; 2025Q1: 30,359 shares; 2025Q2: 31,635 shares; 2025Q3: 31,658 shares; 2025Q4: 31,166 shares; 2026Q1: 30,530 shares 30,530 $1.79M 0.03% -636 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,212 shares; 2025Q1: 4,328 shares; 2025Q2: 8,426 shares; 2025Q3: 11,429 shares; 2025Q4: 13,952 shares; 2026Q1: 15,739 shares 15,739 $1.79M 0.03% +1,787 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: 2,421 shares; 2024Q4: 2,459 shares; 2025Q1: 3,800 shares; 2025Q2: 4,302 shares; 2025Q3: 4,312 shares; 2025Q4: 22,156 shares; 2026Q1: 17,056 shares 17,056 $1.78M 0.03% -5,100 Timeline GDXJ 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: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 10,771 shares; 2025Q3: 13,287 shares; 2025Q4: 14,757 shares; 2026Q1: 14,756 shares 14,756 $1.77M 0.03% -1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 18,323 shares; 2025Q1: 18,428 shares; 2025Q2: 18,472 shares; 2025Q3: 18,472 shares; 2025Q4: 21,102 shares; 2026Q1: 21,981 shares 21,981 $1.77M 0.03% +879 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: 19,012 shares; 2024Q4: 57,036 shares; 2025Q1: 81,380 shares; 2025Q2: 84,810 shares; 2025Q3: 84,810 shares; 2025Q4: 85,265 shares; 2026Q1: 68,839 shares 68,839 $1.77M 0.03% -16,426 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,924 shares; 2025Q4: 3,432 shares; 2026Q1: 6,500 shares 6,500 $1.76M 0.03% +3,068 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,869 shares; 2024Q4: 150,458 shares; 2025Q1: 150,763 shares; 2025Q2: 152,002 shares; 2025Q3: 152,528 shares; 2025Q4: 153,197 shares; 2026Q1: 143,219 shares 143,219 $1.72M 0.03% -9,978 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: 12,681 shares; 2024Q4: 12,482 shares; 2025Q1: 12,347 shares; 2025Q2: 12,372 shares; 2025Q3: 12,345 shares; 2025Q4: 10,872 shares; 2026Q1: 11,668 shares 11,668 $1.71M 0.03% +796 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 9,425 shares; 2025Q1: 11,498 shares; 2025Q2: 20,692 shares; 2025Q3: 21,302 shares; 2025Q4: 20,896 shares; 2026Q1: 22,743 shares 22,743 $1.69M 0.03% +1,847 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,810 shares; 2025Q1: 2,149 shares; 2025Q2: 3,360 shares; 2025Q3: 3,722 shares; 2025Q4: 5,136 shares; 2026Q1: 5,111 shares 5,111 $1.67M 0.03% -25 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: 4,852 shares; 2024Q4: 5,469 shares; 2025Q1: 5,622 shares; 2025Q2: 6,738 shares; 2025Q3: 6,224 shares; 2025Q4: 7,611 shares; 2026Q1: 8,873 shares 8,873 $1.66M 0.03% +1,262 Timeline EFV 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: 8,037 shares; 2025Q3: 22,797 shares; 2025Q4: 22,463 shares; 2026Q1: 22,235 shares 22,235 $1.65M 0.03% -228 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,240 shares; 2025Q1: 25,270 shares; 2025Q2: 22,663 shares; 2025Q3: 22,717 shares; 2025Q4: 12,414 shares; 2026Q1: 21,046 shares 21,046 $1.65M 0.03% +8,632 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 5,179 shares; 2026Q1: 5,222 shares 5,222 $1.63M 0.03% +43 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 7,729 shares; 2026Q1: 7,729 shares 7,729 $1.61M 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,481 shares; 2024Q4: 15,279 shares; 2025Q1: 15,414 shares; 2025Q2: 19,074 shares; 2025Q3: 11,772 shares; 2025Q4: 13,478 shares; 2026Q1: 14,490 shares 14,490 $1.57M 0.03% +1,012 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,156 shares; 2024Q4: 33,184 shares; 2025Q1: 34,309 shares; 2025Q2: 34,987 shares; 2025Q3: 15,861 shares; 2025Q4: 15,866 shares; 2026Q1: 11,852 shares 11,852 $1.56M 0.03% -4,014 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: 774 shares; 2024Q4: 1,087 shares; 2025Q1: 1,183 shares; 2025Q2: 1,611 shares; 2025Q3: 1,909 shares; 2025Q4: 2,744 shares; 2026Q1: 3,387 shares 3,387 $1.56M 0.03% +643 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: 5,470 shares; 2025Q1: 5,198 shares; 2025Q2: 5,328 shares; 2025Q3: 6,240 shares; 2025Q4: 17,645 shares; 2026Q1: 25,490 shares 25,490 $1.55M 0.03% +7,845 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 4,069 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,693 shares 18,693 $1.54M 0.03% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 42,634 shares; 2025Q1: 42,638 shares; 2025Q2: 52,250 shares; 2025Q3: 60,112 shares; 2025Q4: 53,624 shares; 2026Q1: 58,124 shares 58,124 $1.52M 0.03% +4,500 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 6,514 shares; 2025Q4: 8,534 shares; 2026Q1: 8,533 shares 8,533 $1.52M 0.03% -1 Timeline XLC 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: 4,669 shares; 2024Q4: 4,346 shares; 2025Q1: 4,346 shares; 2025Q2: 4,346 shares; 2025Q3: 4,346 shares; 2025Q4: 13,684 shares; 2026Q1: 13,684 shares 13,684 $1.52M 0.03% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,650 shares; 2025Q2: 51,140 shares; 2025Q3: 53,465 shares; 2025Q4: 54,861 shares; 2026Q1: 54,861 shares 54,861 $1.51M 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,147 shares; 2025Q1: 8,390 shares; 2025Q2: 9,710 shares; 2025Q3: 9,620 shares; 2025Q4: 10,278 shares; 2026Q1: 7,941 shares 7,941 $1.51M 0.03% -2,337 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,129 shares; 2025Q1: 12,129 shares; 2025Q2: 12,546 shares; 2025Q3: 8,652 shares; 2025Q4: 13,240 shares; 2026Q1: 25,300 shares 25,300 $1.49M 0.03% +12,060 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,151 shares; 2024Q4: 13,182 shares; 2025Q1: 13,391 shares; 2025Q2: 13,432 shares; 2025Q3: 14,455 shares; 2025Q4: 14,484 shares; 2026Q1: 17,354 shares 17,354 $1.47M 0.03% +2,870 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: 6,431 shares; 2024Q4: 6,611 shares; 2025Q1: 7,043 shares; 2025Q2: 7,133 shares; 2025Q3: 7,418 shares; 2025Q4: 14,934 shares; 2026Q1: 12,293 shares 12,293 $1.46M 0.03% -2,641 Timeline CPRT COPART INC More: the full row for COPART 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: 68,868 shares; 2025Q4: 67,303 shares; 2026Q1: 43,918 shares 43,918 $1.46M 0.03% -23,385 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: 12,912 shares; 2024Q4: 13,629 shares; 2025Q1: 14,175 shares; 2025Q2: 16,188 shares; 2025Q3: 15,914 shares; 2025Q4: 18,101 shares; 2026Q1: 15,559 shares 15,559 $1.45M 0.03% -2,542 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 123 shares; 2025Q1: 142 shares; 2025Q2: 155 shares; 2025Q3: 176 shares; 2025Q4: 202 shares; 2026Q1: 340 shares 340 $1.43M 0.03% +138 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: 2,196 shares; 2024Q4: 2,089 shares; 2025Q1: 2,210 shares; 2025Q2: 3,093 shares; 2025Q3: 3,514 shares; 2025Q4: 3,730 shares; 2026Q1: 4,163 shares 4,163 $1.43M 0.03% +433 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 6,060 shares; 2025Q1: 6,952 shares; 2025Q2: 8,538 shares; 2025Q3: 8,085 shares; 2025Q4: 9,461 shares; 2026Q1: 8,899 shares 8,899 $1.43M 0.03% -562 Timeline PCG PG&E CORP More: the full row for PG&E 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: 27,417 shares; 2025Q4: 57,586 shares; 2026Q1: 79,651 shares 79,651 $1.4M 0.03% +22,065 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: 28,853 shares; 2024Q4: 26,420 shares; 2025Q1: 24,258 shares; 2025Q2: 26,006 shares; 2025Q3: 30,486 shares; 2025Q4: 27,907 shares; 2026Q1: 27,486 shares 27,486 $1.38M 0.03% -421 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,185 shares; 2026Q1: 2,135 shares 2,135 $1.36M 0.03% +950 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 2,580 shares; 2025Q3: 5,659 shares; 2025Q4: 4,259 shares; 2026Q1: 5,356 shares 5,356 $1.34M 0.02% +1,097 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,003 shares; 2025Q1: 3,695 shares; 2025Q2: 7,472 shares; 2025Q3: 7,926 shares; 2025Q4: 7,616 shares; 2026Q1: 7,905 shares 7,905 $1.32M 0.02% +289 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,609 shares; 2025Q1: 11,624 shares; 2025Q2: 12,748 shares; 2025Q3: 13,192 shares; 2025Q4: 13,375 shares; 2026Q1: 14,161 shares 14,161 $1.32M 0.02% +786 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 955 shares; 2025Q1: 1,178 shares; 2025Q2: 1,352 shares; 2025Q3: 1,258 shares; 2025Q4: 1,332 shares; 2026Q1: 1,504 shares 1,504 $1.3M 0.02% +172 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares; 2026Q1: 17,101 shares 17,101 $1.28M 0.02% +7,871 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 16,666 shares; 2025Q1: 15,136 shares; 2025Q2: 14,954 shares; 2025Q3: 9,621 shares; 2025Q4: 9,956 shares; 2026Q1: 8,156 shares 8,156 $1.28M 0.02% -1,800 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 5,896 shares; 2025Q1: 5,727 shares; 2025Q2: 5,544 shares; 2025Q3: 4,259 shares; 2025Q4: 3,996 shares; 2026Q1: 3,571 shares 3,571 $1.28M 0.02% -425 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,751 shares; 2024Q4: 39,618 shares; 2025Q1: 35,559 shares; 2025Q2: 31,577 shares; 2025Q3: 31,232 shares; 2025Q4: 28,687 shares; 2026Q1: 23,840 shares 23,840 $1.27M 0.02% -4,847 Timeline MKAM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,391 shares; 2024Q4: 40,700 shares; 2025Q1: 40,819 shares; 2025Q2: 41,141 shares; 2025Q3: 41,361 shares; 2025Q4: 41,773 shares; 2026Q1: 42,091 shares 42,091 $1.27M 0.02% +318 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,637 shares; 2024Q4: 6,754 shares; 2025Q1: 6,675 shares; 2025Q2: 7,074 shares; 2025Q3: 5,963 shares; 2025Q4: 5,978 shares; 2026Q1: 2,902 shares 2,902 $1.26M 0.02% -3,076 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,558 shares; 2024Q4: 36,296 shares; 2025Q1: 36,092 shares; 2025Q2: 37,965 shares; 2025Q3: 46,025 shares; 2025Q4: 39,663 shares; 2026Q1: 43,210 shares 43,210 $1.25M 0.02% +3,547 Timeline CGW 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: 19,493 shares; 2024Q4: 19,493 shares; 2025Q1: 19,493 shares; 2025Q2: 19,493 shares; 2025Q3: 19,493 shares; 2025Q4: 19,493 shares; 2026Q1: 19,493 shares 19,493 $1.25M 0.02% 0 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: 4,427 shares; 2024Q4: 4,269 shares; 2025Q1: 4,497 shares; 2025Q2: 5,669 shares; 2025Q3: 6,073 shares; 2025Q4: 5,177 shares; 2026Q1: 5,037 shares 5,037 $1.24M 0.02% -140 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 10,747 shares; 2025Q1: 12,317 shares; 2025Q2: 20,328 shares; 2025Q3: 16,226 shares; 2025Q4: 14,058 shares; 2026Q1: 12,965 shares 12,965 $1.24M 0.02% -1,093 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,408 shares; 2025Q3: 4,556 shares; 2025Q4: 5,219 shares; 2026Q1: 5,941 shares 5,941 $1.24M 0.02% +722 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 13,765 shares; 2025Q1: 13,917 shares; 2025Q2: 17,367 shares; 2025Q3: 16,594 shares; 2025Q4: 15,004 shares; 2026Q1: 16,987 shares 16,987 $1.24M 0.02% +1,983 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,226 shares; 2024Q4: 10,283 shares; 2025Q1: 11,529 shares; 2025Q2: 25,316 shares; 2025Q3: 32,059 shares; 2025Q4: 31,302 shares; 2026Q1: 27,849 shares 27,849 $1.23M 0.02% -3,453 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,982 shares; 2025Q1: 3,047 shares; 2025Q2: 3,601 shares; 2025Q3: 4,165 shares; 2025Q4: 4,552 shares; 2026Q1: 5,051 shares 5,051 $1.22M 0.02% +499 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,704 shares; 2025Q3: 9,704 shares; 2025Q4: 9,704 shares; 2026Q1: 9,704 shares 9,704 $1.21M 0.02% 0 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: 4,545 shares; 2024Q4: 4,773 shares; 2025Q1: 5,097 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares; 2026Q1: 5,499 shares 5,499 $1.19M 0.02% +402 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,544 shares; 2025Q1: 2,885 shares; 2025Q2: 3,227 shares; 2025Q3: 1,579 shares; 2025Q4: 3,506 shares; 2026Q1: 3,462 shares 3,462 $1.18M 0.02% -44 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,135 shares; 2024Q4: 62,206 shares; 2025Q1: 60,088 shares; 2025Q2: 60,397 shares; 2025Q3: 60,407 shares; 2025Q4: 60,636 shares; 2026Q1: 62,538 shares 62,538 $1.18M 0.02% +1,902 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,487 shares; 2025Q1: 4,637 shares; 2025Q2: 4,943 shares; 2025Q3: 4,976 shares; 2025Q4: 4,504 shares; 2026Q1: 4,332 shares 4,332 $1.18M 0.02% -172 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: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 5,745 shares; 2026Q1: 5,725 shares 5,725 $1.18M 0.02% -20 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,639 shares; 2025Q1: 1,670 shares; 2025Q2: 3,178 shares; 2025Q3: 3,237 shares; 2025Q4: 4,169 shares; 2026Q1: 4,442 shares 4,442 $1.16M 0.02% +273 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,192 shares; 2025Q1: 6,480 shares; 2025Q2: 12,687 shares; 2025Q3: 6,469 shares; 2025Q4: 12,203 shares; 2026Q1: 15,856 shares 15,856 $1.16M 0.02% +3,653 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,064 shares; 2024Q4: 54,000 shares; 2025Q1: 54,008 shares; 2025Q2: 54,291 shares; 2025Q3: 227,326 shares; 2025Q4: 232,262 shares; 2026Q1: 232,343 shares 232,343 $1.15M 0.02% +81 Timeline AIA 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: 10,810 shares; 2026Q1: 10,810 shares 10,810 $1.15M 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 9,011 shares; 2025Q3: 9,887 shares; 2025Q4: 8,942 shares; 2026Q1: 8,943 shares 8,943 $1.15M 0.02% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,533 shares; 2025Q1: 3,212 shares; 2025Q2: 3,613 shares; 2025Q3: 3,604 shares; 2025Q4: 3,719 shares; 2026Q1: 2,932 shares 2,932 $1.14M 0.02% -787 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,643 shares; 2025Q3: 33,559 shares; 2025Q4: 31,770 shares; 2026Q1: 31,769 shares 31,769 $1.13M 0.02% -1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 493 shares; 2025Q1: 572 shares; 2025Q2: 648 shares; 2025Q3: 647 shares; 2025Q4: 759 shares; 2026Q1: 853 shares 853 $1.13M 0.02% +94 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 6,415 shares; 2025Q1: 8,474 shares; 2025Q2: 11,368 shares; 2025Q3: 7,670 shares; 2025Q4: 10,371 shares; 2026Q1: 13,768 shares 13,768 $1.13M 0.02% +3,397 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 1,908 shares; 2025Q4: 2,307 shares; 2026Q1: 3,147 shares 3,147 $1.13M 0.02% +840 Timeline XLY 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: 1,264 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,308 shares; 2026Q1: 10,308 shares 10,308 $1.12M 0.02% 0 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: 5,952 shares; 2024Q4: 6,251 shares; 2025Q1: 6,467 shares; 2025Q2: 9,466 shares; 2025Q3: 11,297 shares; 2025Q4: 11,959 shares; 2026Q1: 11,902 shares 11,902 $1.12M 0.02% -57 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: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,762 shares; 2025Q2: 2,611 shares; 2025Q3: 4,387 shares; 2025Q4: 6,761 shares; 2026Q1: 9,668 shares 9,668 $1.11M 0.02% +2,907 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: 5,022 shares; 2024Q4: 5,088 shares; 2025Q1: 4,959 shares; 2025Q2: 5,724 shares; 2025Q3: 5,641 shares; 2025Q4: 6,877 shares; 2026Q1: 5,588 shares 5,588 $1.11M 0.02% -1,289 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: 1,605 shares; 2024Q4: 1,817 shares; 2025Q1: 1,855 shares; 2025Q2: 3,659 shares; 2025Q3: 4,387 shares; 2025Q4: 5,427 shares; 2026Q1: 5,988 shares 5,988 $1.09M 0.02% +561 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: 2,258 shares; 2024Q4: 2,343 shares; 2025Q1: 1,761 shares; 2025Q2: 2,230 shares; 2025Q3: 2,472 shares; 2025Q4: 2,806 shares; 2026Q1: 4,798 shares 4,798 $1.08M 0.02% +1,992 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: 11,083 shares; 2025Q3: 11,731 shares; 2025Q4: 12,678 shares; 2026Q1: 15,649 shares 15,649 $1.08M 0.02% +2,971 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,400 shares; 2025Q2: 31,159 shares; 2025Q3: 31,158 shares; 2025Q4: 31,159 shares; 2026Q1: 31,728 shares 31,728 $1.08M 0.02% +569 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 17,396 shares; 2025Q3: 17,396 shares; 2025Q4: 17,396 shares; 2026Q1: 17,396 shares 17,396 $1.07M 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,016 shares; 2025Q1: 3,822 shares; 2025Q2: 5,927 shares; 2025Q3: 10,129 shares; 2025Q4: 8,346 shares; 2026Q1: 8,103 shares 8,103 $1.06M 0.02% -243 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,558 shares; 2024Q4: 48,558 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,240 shares; 2025Q4: 9,067 shares; 2026Q1: 21,846 shares 21,846 $1.06M 0.02% +12,779 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 6,462 shares; 2025Q1: 6,912 shares; 2025Q2: 12,563 shares; 2025Q3: 12,854 shares; 2025Q4: 13,754 shares; 2026Q1: 15,261 shares 15,261 $1.01M 0.02% +1,507 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: 2,803 shares; 2024Q4: 3,541 shares; 2025Q1: 3,838 shares; 2025Q2: 6,470 shares; 2025Q3: 10,013 shares; 2025Q4: 12,024 shares; 2026Q1: 16,058 shares 16,058 $1.01M 0.02% +4,034 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,349 shares; 2025Q3: 22,158 shares; 2025Q4: 22,158 shares; 2026Q1: 21,494 shares 21,494 $994K 0.02% -664 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: not reported; 2025Q1: 5,668 shares; 2025Q2: 11,459 shares; 2025Q3: 10,854 shares; 2025Q4: 14,383 shares; 2026Q1: 16,598 shares 16,598 $976K 0.02% +2,215 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,642 shares; 2026Q1: 3,289 shares 3,289 $975K 0.02% +1,647 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: 5,353 shares; 2025Q3: 6,281 shares; 2025Q4: 7,382 shares; 2026Q1: 7,666 shares 7,666 $971K 0.02% +284 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: 1,689 shares; 2024Q4: 1,680 shares; 2025Q1: 1,977 shares; 2025Q2: 2,422 shares; 2025Q3: 2,565 shares; 2025Q4: 2,459 shares; 2026Q1: 3,937 shares 3,937 $962K 0.02% +1,478 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 6,635 shares; 2025Q1: 6,657 shares; 2025Q2: 8,136 shares; 2025Q3: 10,950 shares; 2025Q4: 13,051 shares; 2026Q1: 11,960 shares 11,960 $961K 0.02% -1,091 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 6,150 shares; 2025Q3: 6,579 shares; 2025Q4: 6,579 shares; 2026Q1: 6,579 shares 6,579 $960K 0.02% 0 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: 3,699 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares 2,577 $955K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,652 shares; 2025Q1: 1,921 shares; 2025Q2: 1,810 shares; 2025Q3: 2,310 shares; 2025Q4: 2,515 shares; 2026Q1: 5,458 shares 5,458 $947K 0.02% +2,943 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,978 shares; 2025Q1: 6,427 shares; 2025Q2: 10,043 shares; 2025Q3: 11,166 shares; 2025Q4: 10,988 shares; 2026Q1: 13,092 shares 13,092 $942K 0.02% +2,104 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,787 shares; 2026Q1: 9,787 shares 9,787 $937K 0.02% 0 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: 34,333 shares; 2024Q4: 25,424 shares; 2025Q1: 26,032 shares; 2025Q2: 25,560 shares; 2025Q3: 31,633 shares; 2025Q4: 28,893 shares; 2026Q1: 33,056 shares 33,056 $928K 0.02% +4,163 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 8,350 shares; 2025Q3: 7,567 shares; 2025Q4: 7,614 shares; 2026Q1: 7,602 shares 7,602 $901K 0.02% -12 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,537 shares; 2026Q1: 15,613 shares 15,613 $890K 0.02% +3,076 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 599 shares; 2025Q4: 810 shares; 2026Q1: 1,150 shares 1,150 $889K 0.02% +340 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 3,559 shares; 2025Q3: 4,126 shares; 2025Q4: 5,343 shares; 2026Q1: 7,006 shares 7,006 $885K 0.02% +1,663 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: 18,118 shares; 2024Q4: 18,118 shares; 2025Q1: 18,118 shares; 2025Q2: 18,118 shares; 2025Q3: 18,118 shares; 2025Q4: 18,118 shares; 2026Q1: 18,118 shares 18,118 $878K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 6,056 shares; 2025Q3: 7,742 shares; 2025Q4: 5,970 shares; 2026Q1: 6,001 shares 6,001 $875K 0.02% +31 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,808 shares 4,808 $874K 0.02% new 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: 11,371 shares; 2024Q4: 11,371 shares; 2025Q1: 11,371 shares; 2025Q2: 12,322 shares; 2025Q3: 12,322 shares; 2025Q4: 12,322 shares; 2026Q1: 12,322 shares 12,322 $874K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,430 shares; 2025Q4: 6,430 shares; 2026Q1: 6,430 shares 6,430 $873K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,396 shares; 2025Q2: 2,317 shares; 2025Q3: 2,453 shares; 2025Q4: 2,468 shares; 2026Q1: 2,969 shares 2,969 $866K 0.02% +501 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: 965 shares; 2024Q4: 959 shares; 2025Q1: 912 shares; 2025Q2: 1,117 shares; 2025Q3: 810 shares; 2025Q4: 830 shares; 2026Q1: 1,529 shares 1,529 $864K 0.02% +699 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: 5,908 shares; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 4,624 shares; 2026Q1: 5,086 shares 5,086 $859K 0.02% +462 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,235 shares; 2025Q1: 1,450 shares; 2025Q2: 1,908 shares; 2025Q3: 1,651 shares; 2025Q4: 1,661 shares; 2026Q1: 2,390 shares 2,390 $855K 0.02% +729 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,205 shares; 2024Q4: 24,174 shares; 2025Q1: 24,335 shares; 2025Q2: 25,550 shares; 2025Q3: 25,073 shares; 2025Q4: 25,093 shares; 2026Q1: 25,633 shares 25,633 $850K 0.02% +540 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,514 shares; 2025Q1: 9,874 shares; 2025Q2: 7,580 shares; 2025Q3: 8,650 shares; 2025Q4: 10,892 shares; 2026Q1: 9,389 shares 9,389 $841K 0.02% -1,503 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,675 shares; 2025Q1: 5,725 shares; 2025Q2: 5,538 shares; 2025Q3: 4,074 shares; 2025Q4: 3,671 shares; 2026Q1: 3,428 shares 3,428 $840K 0.02% -243 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: 5,060 shares; 2024Q4: 5,040 shares; 2025Q1: 4,953 shares; 2025Q2: 4,409 shares; 2025Q3: 5,012 shares; 2025Q4: 5,367 shares; 2026Q1: 2,538 shares 2,538 $837K 0.02% -2,829 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: 6,190 shares; 2024Q4: 7,531 shares; 2025Q1: 7,652 shares; 2025Q2: 6,342 shares; 2025Q3: 8,147 shares; 2025Q4: 10,559 shares; 2026Q1: 10,363 shares 10,363 $825K 0.02% -196 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: 806 shares; 2025Q3: 1,064 shares; 2025Q4: 1,181 shares; 2026Q1: 1,532 shares 1,532 $824K 0.02% +351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,585 shares; 2026Q1: 22,365 shares 22,365 $823K 0.02% -220 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,551 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 3,995 shares; 2025Q4: 3,064 shares; 2026Q1: 7,394 shares 7,394 $822K 0.02% +4,330 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,353 shares; 2025Q1: 3,170 shares; 2025Q2: 4,268 shares; 2025Q3: 4,750 shares; 2025Q4: 4,260 shares; 2026Q1: 4,677 shares 4,677 $822K 0.02% +417 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 4,220 shares; 2025Q3: 4,229 shares; 2025Q4: 4,240 shares; 2026Q1: 4,263 shares 4,263 $808K 0.01% +23 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,629 shares; 2025Q1: 2,281 shares; 2025Q2: 3,069 shares; 2025Q3: 2,635 shares; 2025Q4: 2,969 shares; 2026Q1: 4,136 shares 4,136 $803K 0.01% +1,167 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,798 shares; 2025Q3: 8,968 shares; 2025Q4: 8,958 shares; 2026Q1: 8,503 shares 8,503 $800K 0.01% -455 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 6,018 shares; 2025Q4: 6,091 shares; 2026Q1: 6,013 shares 6,013 $797K 0.01% -78 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,161 shares; 2025Q1: 6,314 shares; 2025Q2: 6,246 shares; 2025Q3: 6,105 shares; 2025Q4: 6,673 shares; 2026Q1: 3,645 shares 3,645 $791K 0.01% -3,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 6,825 shares; 2025Q4: 6,852 shares; 2026Q1: 6,851 shares 6,851 $783K 0.01% -1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,561 shares; 2025Q1: 1,779 shares; 2025Q2: 1,260 shares; 2025Q3: 2,164 shares; 2025Q4: 1,969 shares; 2026Q1: 3,608 shares 3,608 $758K 0.01% +1,639 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,936 shares; 2024Q4: 21,246 shares; 2025Q1: 21,359 shares; 2025Q2: 21,482 shares; 2025Q3: 21,608 shares; 2025Q4: 21,737 shares; 2026Q1: 21,841 shares 21,841 $755K 0.01% +104 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 15,544 shares; 2025Q1: 12,041 shares; 2025Q2: 12,041 shares; 2025Q3: 12,041 shares; 2025Q4: 12,041 shares; 2026Q1: 12,041 shares 12,041 $752K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 447 shares; 2025Q1: 464 shares; 2025Q2: 300 shares; 2025Q3: 479 shares; 2025Q4: 463 shares; 2026Q1: 509 shares 509 $750K 0.01% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,946 shares; 2025Q3: 7,380 shares; 2025Q4: 7,462 shares; 2026Q1: 7,403 shares 7,403 $745K 0.01% -59 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,091 shares; 2025Q1: 8,176 shares; 2025Q2: 13,431 shares; 2025Q3: 13,690 shares; 2025Q4: 13,981 shares; 2026Q1: 10,680 shares 10,680 $740K 0.01% -3,301 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,615 shares; 2025Q1: 6,376 shares; 2025Q2: 6,187 shares; 2025Q3: 9,287 shares; 2025Q4: 9,613 shares; 2026Q1: 6,731 shares 6,731 $739K 0.01% -2,882 Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,750 shares; 2024Q4: 318,750 shares; 2025Q1: 318,750 shares; 2025Q2: 318,750 shares; 2025Q3: 318,750 shares; 2025Q4: 318,750 shares; 2026Q1: 318,750 shares 318,750 $733K 0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,859 shares; 2024Q4: 39,859 shares; 2025Q1: 39,859 shares; 2025Q2: 39,859 shares; 2025Q3: 39,858 shares; 2025Q4: 39,859 shares; 2026Q1: 39,858 shares 39,858 $733K 0.01% -1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643 shares; 2025Q3: 3,002 shares; 2025Q4: 3,514 shares; 2026Q1: 4,004 shares 4,004 $731K 0.01% +490 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,179 shares; 2025Q1: 1,466 shares; 2025Q2: 1,370 shares; 2025Q3: 1,753 shares; 2025Q4: 1,625 shares; 2026Q1: 1,483 shares 1,483 $730K 0.01% -142 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 1,209 shares; 2025Q1: 1,394 shares; 2025Q2: 1,285 shares; 2025Q3: 1,116 shares; 2025Q4: 964 shares; 2026Q1: 1,674 shares 1,674 $729K 0.01% +710 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 3,687 shares 3,687 $727K 0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,607 shares; 2026Q1: 10,607 shares 10,607 $726K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: 2,061 shares; 2025Q4: 2,417 shares; 2026Q1: 3,411 shares 3,411 $723K 0.01% +994 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 5,098 shares; 2025Q1: 4,835 shares; 2025Q2: 7,852 shares; 2025Q3: 7,649 shares; 2025Q4: 10,474 shares; 2026Q1: 13,692 shares 13,692 $720K 0.01% +3,218 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,062 shares; 2025Q3: 10,094 shares; 2025Q4: 22,218 shares; 2026Q1: 21,926 shares 21,926 $718K 0.01% -292 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,036 shares; 2025Q1: 1,145 shares; 2025Q2: 1,620 shares; 2025Q3: 1,301 shares; 2025Q4: 1,781 shares; 2026Q1: 2,688 shares 2,688 $717K 0.01% +907 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares; 2026Q1: 10,029 shares 10,029 $716K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,208 shares 14,208 $709K 0.01% new Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 33,045 shares 33,045 $697K 0.01% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,458 shares; 2026Q1: 14,909 shares 14,909 $696K 0.01% +6,451 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,543 shares; 2025Q3: 5,044 shares; 2025Q4: 6,866 shares; 2026Q1: 15,132 shares 15,132 $696K 0.01% +8,266 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,138 shares; 2025Q1: 4,076 shares; 2025Q2: 6,078 shares; 2025Q3: 6,592 shares; 2025Q4: 7,471 shares; 2026Q1: 7,917 shares 7,917 $693K 0.01% +446 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 552 shares; 2025Q1: 626 shares; 2025Q2: 803 shares; 2025Q3: 686 shares; 2025Q4: 1,070 shares; 2026Q1: 1,555 shares 1,555 $691K 0.01% +485 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,138 shares; 2025Q3: 15,938 shares; 2025Q4: 15,938 shares; 2026Q1: 15,938 shares 15,938 $687K 0.01% 0 Timeline VCR 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: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares 1,914 $687K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,915 shares; 2025Q3: 12,915 shares; 2025Q4: 14,440 shares; 2026Q1: 14,440 shares 14,440 $686K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,229 shares; 2025Q1: 2,324 shares; 2025Q2: 2,507 shares; 2025Q3: 2,963 shares; 2025Q4: 2,868 shares; 2026Q1: 3,277 shares 3,277 $676K 0.01% +409 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 16,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $673K 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,061 shares 15,061 $672K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 438 shares; 2025Q3: 441 shares; 2025Q4: 434 shares; 2026Q1: 909 shares 909 $671K 0.01% +475 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,578 shares; 2025Q3: 14,393 shares; 2025Q4: 11,740 shares; 2026Q1: 9,591 shares 9,591 $669K 0.01% -2,149 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,071 shares; 2025Q1: 1,173 shares; 2025Q2: 916 shares; 2025Q3: 1,012 shares; 2025Q4: 1,354 shares; 2026Q1: 1,485 shares 1,485 $663K 0.01% +131 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 14,329 shares; 2025Q4: 10,283 shares; 2026Q1: 19,694 shares 19,694 $660K 0.01% +9,411 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 771 shares; 2025Q1: 791 shares; 2025Q2: 539 shares; 2025Q3: 624 shares; 2025Q4: 567 shares; 2026Q1: 737 shares 737 $660K 0.01% +170 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,377 shares; 2025Q3: 3,377 shares; 2025Q4: 4,970 shares; 2026Q1: 5,497 shares 5,497 $653K 0.01% +527 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: 212 shares; 2025Q2: 2,771 shares; 2025Q3: 4,635 shares; 2025Q4: 9,415 shares; 2026Q1: 6,949 shares 6,949 $641K 0.01% -2,466 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,495 shares; 2025Q4: 6,780 shares; 2026Q1: 6,780 shares 6,780 $639K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,745 shares; 2025Q3: 8,804 shares; 2025Q4: 9,929 shares; 2026Q1: 10,629 shares 10,629 $637K 0.01% +700 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: 8,952 shares; 2024Q4: 8,952 shares; 2025Q1: 8,952 shares; 2025Q2: 8,952 shares; 2025Q3: 8,952 shares; 2025Q4: 8,952 shares; 2026Q1: 8,952 shares 8,952 $637K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 2,514 shares; 2025Q1: 2,851 shares; 2025Q2: 2,774 shares; 2025Q3: 4,663 shares; 2025Q4: 3,624 shares; 2026Q1: 3,317 shares 3,317 $636K 0.01% -307 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,363 shares; 2024Q4: 32,363 shares; 2025Q1: 32,446 shares; 2025Q2: 32,181 shares; 2025Q3: 32,053 shares; 2025Q4: 31,841 shares; 2026Q1: 31,542 shares 31,542 $635K 0.01% -299 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: 5,705 shares; 2024Q4: 25,557 shares; 2025Q1: 25,557 shares; 2025Q2: 25,557 shares; 2025Q3: 21,807 shares; 2025Q4: 21,707 shares; 2026Q1: 21,707 shares 21,707 $631K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 5,108 shares; 2025Q1: 156,973 shares; 2025Q2: 4,571 shares; 2025Q3: 3,263 shares; 2025Q4: 3,026 shares; 2026Q1: 6,799 shares 6,799 $629K 0.01% +3,773 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: not reported; 2025Q1: 2,323 shares; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 3,969 shares; 2026Q1: 4,708 shares 4,708 $622K 0.01% +739 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,013 shares; 2025Q4: 5,119 shares; 2026Q1: 5,119 shares 5,119 $618K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,962 shares; 2025Q3: 11,070 shares; 2025Q4: 11,231 shares; 2026Q1: 14,326 shares 14,326 $610K 0.01% +3,095 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,605 shares; 2024Q4: 57,605 shares; 2025Q1: 57,605 shares; 2025Q2: 59,105 shares; 2025Q3: 53,505 shares; 2025Q4: 60,120 shares; 2026Q1: 58,162 shares 58,162 $607K 0.01% -1,958 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 299 shares; 2025Q3: 307 shares; 2025Q4: 402 shares; 2026Q1: 617 shares 617 $605K 0.01% +215 Timeline VIOO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,016 shares; 2025Q3: 5,158 shares; 2025Q4: 5,227 shares; 2026Q1: 5,226 shares 5,226 $600K 0.01% -1 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 3,067 shares; 2025Q4: 3,178 shares; 2026Q1: 2,593 shares 2,593 $599K 0.01% -585 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,320 shares; 2025Q4: 7,327 shares; 2026Q1: 10,827 shares 10,827 $598K 0.01% +3,500 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,835 shares 1,835 $593K 0.01% new 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: 1,473 shares; 2024Q4: 1,492 shares; 2025Q1: 1,432 shares; 2025Q2: 1,831 shares; 2025Q3: 2,202 shares; 2025Q4: 2,189 shares; 2026Q1: 2,115 shares 2,115 $591K 0.01% -74 Timeline FXH 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: 5,378 shares; 2026Q1: 5,378 shares 5,378 $590K 0.01% 0 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: 4,004 shares; 2025Q3: 4,190 shares; 2025Q4: 3,699 shares; 2026Q1: 4,172 shares 4,172 $589K 0.01% +473 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,214 shares; 2025Q1: 5,234 shares; 2025Q2: 5,825 shares; 2025Q3: 6,102 shares; 2025Q4: 6,473 shares; 2026Q1: 6,999 shares 6,999 $586K 0.01% +526 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,035 shares; 2024Q4: 129,035 shares; 2025Q1: 129,035 shares; 2025Q2: 129,035 shares; 2025Q3: 129,035 shares; 2025Q4: 128,719 shares; 2026Q1: 125,075 shares 125,075 $584K 0.01% -3,644 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,562 shares; 2024Q4: 197,826 shares; 2025Q1: 197,436 shares; 2025Q2: 197,436 shares; 2025Q3: 135,396 shares; 2025Q4: 56,724 shares; 2026Q1: 53,724 shares 53,724 $582K 0.01% -3,000 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,739 shares; 2025Q4: 2,207 shares; 2026Q1: 2,022 shares 2,022 $580K 0.01% -185 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: 1,908 shares; 2024Q4: 2,399 shares; 2025Q1: 2,753 shares; 2025Q2: 5,680 shares; 2025Q3: 3,032 shares; 2025Q4: 5,913 shares; 2026Q1: 5,892 shares 5,892 $580K 0.01% -21 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 3,955 shares 3,955 $576K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 8,024 shares; 2025Q3: 8,228 shares; 2025Q4: 8,264 shares; 2026Q1: 9,175 shares 9,175 $572K 0.01% +911 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,168 shares; 2025Q1: 9,115 shares; 2025Q2: 7,864 shares; 2025Q3: 8,402 shares; 2025Q4: 7,322 shares; 2026Q1: 8,038 shares 8,038 $569K 0.01% +716 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,857 shares; 2025Q3: 3,899 shares; 2025Q4: 3,927 shares; 2026Q1: 3,916 shares 3,916 $567K 0.01% -11 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 4,592 shares; 2025Q1: 3,200 shares; 2025Q2: 2,765 shares; 2025Q3: 3,481 shares; 2025Q4: 4,963 shares; 2026Q1: 4,655 shares 4,655 $564K 0.01% -308 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,200 shares; 2026Q1: 19,500 shares 19,500 $560K 0.01% +4,300 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 709 shares; 2025Q3: 1,025 shares; 2025Q4: 957 shares; 2026Q1: 1,166 shares 1,166 $552K 0.01% +209 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: not reported; 2025Q1: 1,839 shares; 2025Q2: 2,674 shares; 2025Q3: 2,783 shares; 2025Q4: 3,785 shares; 2026Q1: 3,604 shares 3,604 $551K 0.01% -181 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: 1,185 shares; 2024Q4: 1,442 shares; 2025Q1: 1,323 shares; 2025Q2: 1,337 shares; 2025Q3: 1,576 shares; 2025Q4: 2,140 shares; 2026Q1: 2,774 shares 2,774 $550K 0.01% +634 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,141 shares 13,141 $547K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,780 shares; 2025Q3: 3,905 shares; 2025Q4: 4,265 shares; 2026Q1: 4,403 shares 4,403 $543K 0.01% +138 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 2,075 shares; 2025Q1: 2,255 shares; 2025Q2: 2,055 shares; 2025Q3: 2,197 shares; 2025Q4: 1,886 shares; 2026Q1: 1,712 shares 1,712 $538K 0.01% -174 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: 2,450 shares; 2025Q4: 3,054 shares; 2026Q1: 3,628 shares 3,628 $529K 0.01% +574 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: not reported; 2024Q4: 1,878 shares; 2025Q1: 2,735 shares; 2025Q2: 3,463 shares; 2025Q3: 3,193 shares; 2025Q4: 2,985 shares; 2026Q1: 3,338 shares 3,338 $525K 0.01% +353 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: not reported; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 1,421 shares; 2025Q3: 906 shares; 2025Q4: not reported; 2026Q1: 2,393 shares 2,393 $524K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,748 shares; 2025Q4: 4,590 shares; 2026Q1: 4,405 shares 4,405 $523K 0.01% -185 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,598 shares; 2025Q3: not reported; 2025Q4: 3,988 shares; 2026Q1: 6,231 shares 6,231 $522K 0.01% +2,243 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,929 shares; 2025Q3: 1,925 shares; 2025Q4: 2,113 shares; 2026Q1: 3,103 shares 3,103 $513K 0.01% +990 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,079 shares; 2025Q1: 2,098 shares; 2025Q2: 2,924 shares; 2025Q3: 3,472 shares; 2025Q4: 3,980 shares; 2026Q1: 3,717 shares 3,717 $510K 0.01% -263 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,519 shares; 2025Q3: 4,967 shares; 2025Q4: 3,860 shares; 2026Q1: 5,391 shares 5,391 $506K 0.01% +1,531 Timeline VDC 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $505K 0.01% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,114 shares; 2024Q4: 19,218 shares; 2025Q1: 19,232 shares; 2025Q2: 19,852 shares; 2025Q3: 20,087 shares; 2025Q4: 20,370 shares; 2026Q1: 19,844 shares 19,844 $501K 0.01% -526 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 4,999 shares; 2025Q1: 6,713 shares; 2025Q2: 4,910 shares; 2025Q3: 3,470 shares; 2025Q4: 5,570 shares; 2026Q1: 5,062 shares 5,062 $501K 0.01% -508 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,404 shares; 2025Q1: 5,046 shares; 2025Q2: 3,894 shares; 2025Q3: 3,167 shares; 2025Q4: 3,623 shares; 2026Q1: 3,693 shares 3,693 $500K 0.01% +70 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,630 shares 7,630 $498K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 54,224 shares 54,224 $495K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,344 shares; 2024Q4: 56,153 shares; 2025Q1: 56,153 shares; 2025Q2: 56,153 shares; 2025Q3: 25,953 shares; 2025Q4: 25,953 shares; 2026Q1: 38,964 shares 38,964 $493K 0.01% +13,011 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,519 shares; 2025Q1: 8,411 shares; 2025Q2: 8,763 shares; 2025Q3: 8,944 shares; 2025Q4: 13,596 shares; 2026Q1: 2,274 shares 2,274 $493K 0.01% -11,322 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,434 shares 6,434 $491K 0.01% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD 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: 10,612 shares; 2025Q3: 10,612 shares; 2025Q4: 10,612 shares; 2026Q1: 10,612 shares 10,612 $490K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 3,964 shares; 2025Q1: 3,936 shares; 2025Q2: 5,498 shares; 2025Q3: 5,511 shares; 2025Q4: 12,099 shares; 2026Q1: 10,780 shares 10,780 $488K 0.01% -1,319 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,023 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,362 shares 3,362 $486K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 636 shares; 2025Q3: 980 shares; 2025Q4: 829 shares; 2026Q1: 709 shares 709 $484K 0.01% -120 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares 1,192 $482K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 1,230 shares; 2025Q3: 1,379 shares; 2025Q4: 1,687 shares; 2026Q1: 1,805 shares 1,805 $482K 0.01% +118 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: not reported; 2025Q2: 2,589 shares; 2025Q3: 2,783 shares; 2025Q4: 2,720 shares; 2026Q1: 2,923 shares 2,923 $480K 0.01% +203 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,088 shares; 2025Q1: 2,125 shares; 2025Q2: 2,629 shares; 2025Q3: 3,127 shares; 2025Q4: 2,537 shares; 2026Q1: 2,423 shares 2,423 $479K 0.01% -114 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 2,146 shares; 2025Q4: 2,200 shares; 2026Q1: 3,629 shares 3,629 $478K 0.01% +1,429 Timeline EDV 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: 76,390 shares; 2024Q4: 33,267 shares; 2025Q1: 47,522 shares; 2025Q2: 19,891 shares; 2025Q3: 19,918 shares; 2025Q4: 6,422 shares; 2026Q1: 7,335 shares 7,335 $476K 0.01% +913 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,974 shares; 2025Q1: 7,707 shares; 2025Q2: 7,707 shares; 2025Q3: 7,707 shares; 2025Q4: 7,956 shares; 2026Q1: 7,960 shares 7,960 $471K 0.01% +4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 4,460 shares; 2025Q4: 5,991 shares; 2026Q1: 5,873 shares 5,873 $470K 0.01% -118 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,317 shares; 2025Q3: 11,577 shares; 2025Q4: 11,367 shares; 2026Q1: 9,313 shares 9,313 $469K 0.01% -2,054 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 9,284 shares; 2025Q3: 8,722 shares; 2025Q4: 17,358 shares; 2026Q1: 10,991 shares 10,991 $466K 0.01% -6,367 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 1,035 shares; 2025Q3: 1,081 shares; 2025Q4: 1,049 shares; 2026Q1: 1,553 shares 1,553 $464K 0.01% +504 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS 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: 774 shares; 2025Q4: 896 shares; 2026Q1: 960 shares 960 $461K 0.01% +64 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,921 shares; 2025Q3: 6,457 shares; 2025Q4: 7,401 shares; 2026Q1: 7,304 shares 7,304 $459K 0.01% -97 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 3,884 shares; 2025Q3: 4,189 shares; 2025Q4: 4,978 shares; 2026Q1: 5,383 shares 5,383 $457K 0.01% +405 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 3,937 shares; 2025Q4: 4,905 shares; 2026Q1: 5,537 shares 5,537 $456K 0.01% +632 Timeline SGOV 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: 4,510 shares 4,510 $454K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 11,454 shares; 2025Q3: not reported; 2025Q4: 10,935 shares; 2026Q1: 11,637 shares 11,637 $454K 0.01% +702 Timeline VAW 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: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares 2,010 $453K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 2,713 shares; 2025Q3: 3,945 shares; 2025Q4: 2,866 shares; 2026Q1: 3,439 shares 3,439 $451K 0.01% +573 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 1,383 shares 1,383 $450K 0.01% new 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: 6,666 shares; 2024Q4: 19,998 shares; 2025Q1: 19,506 shares; 2025Q2: 17,754 shares; 2025Q3: 17,754 shares; 2025Q4: 17,894 shares; 2026Q1: 17,901 shares 17,901 $449K 0.01% +7 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,709 shares; 2025Q1: 1,844 shares; 2025Q2: 2,624 shares; 2025Q3: 2,238 shares; 2025Q4: 2,308 shares; 2026Q1: 2,140 shares 2,140 $447K 0.01% -168 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,413 shares 1,413 $443K 0.01% +72 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 621 shares 621 $436K 0.01% new 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: 1,839 shares; 2024Q4: 1,825 shares; 2025Q1: 1,992 shares; 2025Q2: 2,788 shares; 2025Q3: 2,458 shares; 2025Q4: 2,010 shares; 2026Q1: 2,218 shares 2,218 $435K 0.01% +208 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 8,701 shares; 2025Q1: not reported; 2025Q2: 3,659 shares; 2025Q3: 6,493 shares; 2025Q4: 8,607 shares; 2026Q1: 6,411 shares 6,411 $434K 0.01% -2,196 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS 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: 1,222 shares; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 2,628 shares 2,628 $434K 0.01% +282 Timeline SILJ 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: not reported; 2025Q3: 13,537 shares; 2025Q4: 14,579 shares; 2026Q1: 14,578 shares 14,578 $433K 0.01% -1 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,310 shares; 2025Q1: 7,370 shares; 2025Q2: 8,038 shares; 2025Q3: 7,907 shares; 2025Q4: 8,058 shares; 2026Q1: 8,131 shares 8,131 $432K 0.01% +73 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,255 shares; 2025Q4: 2,215 shares; 2026Q1: 3,773 shares 3,773 $431K 0.01% +1,558 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares 1,876 $429K 0.01% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,209 shares; 2025Q3: 5,495 shares; 2025Q4: 5,426 shares; 2026Q1: 5,425 shares 5,425 $429K 0.01% -1 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 8,977 shares; 2025Q4: 8,807 shares; 2026Q1: 12,312 shares 12,312 $425K 0.01% +3,505 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,808 shares; 2025Q3: 17,009 shares; 2025Q4: 17,660 shares; 2026Q1: 17,377 shares 17,377 $422K 0.01% -283 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,615 shares; 2025Q3: 7,936 shares; 2025Q4: 8,018 shares; 2026Q1: 7,772 shares 7,772 $422K 0.01% -246 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,964 shares 10,964 $421K 0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 2,205 shares 2,205 $421K 0.01% new 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: 2,338 shares; 2025Q2: 1,890 shares; 2025Q3: 1,921 shares; 2025Q4: 1,756 shares; 2026Q1: 1,819 shares 1,819 $419K 0.01% +63 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 435 shares; 2025Q4: 416 shares; 2026Q1: 615 shares 615 $419K 0.01% +199 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,287 shares; 2026Q1: 5,095 shares 5,095 $418K 0.01% +808 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL 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: 2,134 shares; 2026Q1: 5,638 shares 5,638 $417K 0.01% +3,504 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 3,023 shares; 2026Q1: 4,500 shares 4,500 $414K 0.01% +1,477 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,114 shares; 2025Q1: 4,851 shares; 2025Q2: 6,997 shares; 2025Q3: 5,430 shares; 2025Q4: 5,687 shares; 2026Q1: 8,831 shares 8,831 $414K 0.01% +3,144 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: 4,074 shares; 2025Q2: 7,048 shares; 2025Q3: not reported; 2025Q4: 14,658 shares; 2026Q1: 12,917 shares 12,917 $413K 0.01% -1,741 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,221 shares; 2025Q1: 1,602 shares; 2025Q2: 2,422 shares; 2025Q3: 1,548 shares; 2025Q4: not reported; 2026Q1: 2,422 shares 2,422 $410K 0.01% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,933 shares; 2024Q4: 24,014 shares; 2025Q1: 161,786 shares; 2025Q2: 90,920 shares; 2025Q3: 42,613 shares; 2025Q4: 43,853 shares; 2026Q1: 45,072 shares 45,072 $409K 0.01% +1,219 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,446 shares 1,446 $408K 0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA 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: 4,388 shares; 2026Q1: 6,141 shares 6,141 $407K 0.01% +1,753 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,391 shares; 2025Q3: 3,561 shares; 2025Q4: 4,020 shares; 2026Q1: 2,909 shares 2,909 $406K 0.01% -1,111 Timeline WAB WABTEC More: the full row for WABTEC 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: 1,288 shares; 2025Q3: 1,241 shares; 2025Q4: 1,411 shares; 2026Q1: 1,591 shares 1,591 $398K 0.01% +180 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 924 shares; 2025Q2: 1,252 shares; 2025Q3: 1,149 shares; 2025Q4: 987 shares; 2026Q1: 954 shares 954 $398K 0.01% -33 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,453 shares; 2026Q1: 1,151 shares 1,151 $398K 0.01% -302 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,772 shares; 2025Q1: 7,095 shares; 2025Q2: 7,017 shares; 2025Q3: 7,370 shares; 2025Q4: 6,109 shares; 2026Q1: 4,834 shares 4,834 $396K 0.01% -1,275 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 1,287 shares; 2025Q3: 1,222 shares; 2025Q4: 1,242 shares; 2026Q1: 2,002 shares 2,002 $395K 0.01% +760 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,856 shares; 2025Q1: 2,706 shares; 2025Q2: 2,465 shares; 2025Q3: 4,465 shares; 2025Q4: 4,465 shares; 2026Q1: 3,715 shares 3,715 $394K 0.01% -750 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME 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: 43,255 shares; 2025Q4: 46,084 shares; 2026Q1: 45,484 shares 45,484 $392K 0.01% -600 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 3,767 shares; 2025Q4: 4,161 shares; 2026Q1: 5,539 shares 5,539 $384K 0.01% +1,378 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,229 shares; 2026Q1: 7,229 shares 7,229 $382K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,900 shares; 2025Q1: 6,135 shares; 2025Q2: 6,492 shares; 2025Q3: 6,694 shares; 2025Q4: 6,715 shares; 2026Q1: 1,846 shares 1,846 $379K 0.01% -4,869 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 11,114 shares; 2025Q3: 10,895 shares; 2025Q4: 10,607 shares; 2026Q1: 6,686 shares 6,686 $378K 0.01% -3,921 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,477 shares; 2026Q1: 4,477 shares 4,477 $378K 0.01% 0 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,469 shares; 2024Q4: 40,469 shares; 2025Q1: 40,469 shares; 2025Q2: 40,469 shares; 2025Q3: 40,469 shares; 2025Q4: 36,997 shares; 2026Q1: 36,997 shares 36,997 $378K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,196 shares; 2025Q1: 8,686 shares; 2025Q2: 8,686 shares; 2025Q3: 13,116 shares; 2025Q4: 11,774 shares; 2026Q1: 9,908 shares 9,908 $375K 0.01% -1,866 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,761 shares; 2025Q3: 10,413 shares; 2025Q4: 9,212 shares; 2026Q1: 15,621 shares 15,621 $374K 0.01% +6,409 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,365 shares; 2026Q1: 8,865 shares 8,865 $374K 0.01% -1,500 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,769 shares 1,769 $374K 0.01% +177 Timeline IYE 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: 5,762 shares 5,762 $373K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,550 shares; 2025Q1: 3,131 shares; 2025Q2: 2,899 shares; 2025Q3: 4,433 shares; 2025Q4: 3,304 shares; 2026Q1: 2,843 shares 2,843 $372K 0.01% -461 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 202 shares; 2025Q3: 195 shares; 2025Q4: 197 shares; 2026Q1: 215 shares 215 $372K 0.01% +18 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,676 shares; 2025Q3: not reported; 2025Q4: 1,811 shares; 2026Q1: 1,856 shares 1,856 $371K 0.01% +45 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,084 shares; 2025Q3: 5,196 shares; 2025Q4: 5,230 shares; 2026Q1: 5,253 shares 5,253 $369K 0.01% +23 Timeline XAR 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $368K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,705 shares; 2025Q1: 2,726 shares; 2025Q2: not reported; 2025Q3: 2,678 shares; 2025Q4: 2,542 shares; 2026Q1: 2,190 shares 2,190 $366K 0.01% -352 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,605 shares; 2024Q4: 25,318 shares; 2025Q1: 25,318 shares; 2025Q2: 25,318 shares; 2025Q3: 25,318 shares; 2025Q4: 25,443 shares; 2026Q1: 20,266 shares 20,266 $365K 0.01% -5,177 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 741 shares; 2025Q3: 794 shares; 2025Q4: 894 shares; 2026Q1: 1,056 shares 1,056 $364K 0.01% +162 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,089 shares; 2025Q1: 1,952 shares; 2025Q2: 2,180 shares; 2025Q3: 1,997 shares; 2025Q4: 2,368 shares; 2026Q1: 4,170 shares 4,170 $362K 0.01% +1,802 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 7,479 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,706 shares 8,706 $362K 0.01% new 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: 6,777 shares; 2024Q4: 7,293 shares; 2025Q1: 8,977 shares; 2025Q2: 11,707 shares; 2025Q3: 7,424 shares; 2025Q4: 8,177 shares; 2026Q1: 12,579 shares 12,579 $361K 0.01% +4,402 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares 3,048 $359K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,482 shares; 2026Q1: 5,578 shares 5,578 $357K 0.01% +2,096 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,859 shares; 2025Q3: 2,041 shares; 2025Q4: 2,234 shares; 2026Q1: 2,091 shares 2,091 $357K 0.01% -143 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 5,409 shares; 2026Q1: 6,607 shares 6,607 $356K 0.01% +1,198 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 2,669 shares 2,669 $355K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,708 shares; 2024Q4: 9,362 shares; 2025Q1: 9,730 shares; 2025Q2: 10,234 shares; 2025Q3: 3,690 shares; 2025Q4: not reported; 2026Q1: 6,348 shares 6,348 $354K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER 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: 668 shares; 2025Q3: 873 shares; 2025Q4: 1,336 shares; 2026Q1: 2,217 shares 2,217 $351K 0.01% +881 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,137 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares 1,263 $350K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 2,228 shares; 2026Q1: 1,777 shares 1,777 $348K 0.01% -451 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,697 shares; 2025Q3: 2,691 shares; 2025Q4: 2,802 shares; 2026Q1: 2,950 shares 2,950 $348K 0.01% +148 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 2,666 shares; 2025Q4: 2,827 shares; 2026Q1: 3,404 shares 3,404 $347K 0.01% +577 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares 4,931 $346K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 1,444 shares; 2025Q3: 1,739 shares; 2025Q4: 1,915 shares; 2026Q1: 1,445 shares 1,445 $346K 0.01% -470 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,561 shares; 2026Q1: 5,561 shares 5,561 $345K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 543 shares; 2026Q1: 582 shares 582 $345K 0.01% +39 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,532 shares; 2025Q4: 3,128 shares; 2026Q1: 3,132 shares 3,132 $343K 0.01% +4 Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,205 shares; 2025Q3: 1,394 shares; 2025Q4: 1,489 shares; 2026Q1: 1,600 shares 1,600 $343K 0.01% +111 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 9,432 shares; 2025Q1: 9,612 shares; 2025Q2: 9,376 shares; 2025Q3: 10,808 shares; 2025Q4: 14,076 shares; 2026Q1: 15,804 shares 15,804 $342K 0.01% +1,728 Timeline