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: 7,315,934 shares; 2024Q4: 7,988,091 shares; 2025Q1: 9,726,723 shares; 2025Q2: 11,378,664 shares; 2025Q3: 12,079,712 shares; 2025Q4: 13,444,679 shares; 2026Q1: 13,952,816 shares 13,952,816 $894M 15.49% +508,137 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977,397 shares; 2024Q4: 1,887,778 shares; 2025Q1: 1,782,954 shares; 2025Q2: 1,895,368 shares; 2025Q3: 1,975,828 shares; 2025Q4: 2,164,451 shares; 2026Q1: 2,231,332 shares 2,231,332 $716M 12.4% +66,881 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: 2,343,573 shares; 2024Q4: 2,397,461 shares; 2025Q1: 2,328,489 shares; 2025Q2: 2,503,203 shares; 2025Q3: 2,628,686 shares; 2025Q4: 2,888,100 shares; 2026Q1: 2,965,946 shares 2,965,946 $569M 9.86% +77,846 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: 4,602,096 shares; 2024Q4: 4,842,617 shares; 2025Q1: 4,942,051 shares; 2025Q2: 5,437,226 shares; 2025Q3: 5,730,494 shares; 2025Q4: 6,636,749 shares; 2026Q1: 7,113,723 shares 7,113,723 $524M 9.08% +476,974 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: 1,622,705 shares; 2024Q4: 1,690,751 shares; 2025Q1: 1,644,766 shares; 2025Q2: 1,430,668 shares; 2025Q3: 1,485,218 shares; 2025Q4: 1,535,058 shares; 2026Q1: 1,591,664 shares 1,591,664 $312M 5.41% +56,606 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: 2,037,632 shares; 2024Q4: 2,183,549 shares; 2025Q1: 2,058,386 shares; 2025Q2: 3,043,986 shares; 2025Q3: 3,213,199 shares; 2025Q4: 3,599,352 shares; 2026Q1: 3,735,371 shares 3,735,371 $202M 3.5% +136,019 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006,029 shares; 2026Q1: 2,175,161 shares 2,175,161 $171M 2.96% +169,132 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,619 shares; 2024Q4: 1,277,314 shares; 2025Q1: 1,368,147 shares; 2025Q2: 1,502,091 shares; 2025Q3: 1,585,595 shares; 2025Q4: 1,838,783 shares; 2026Q1: 2,000,034 shares 2,000,034 $166M 2.87% +161,251 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: not reported; 2024Q4: 2,560,704 shares; 2025Q1: 2,468,196 shares; 2025Q2: 2,726,120 shares; 2025Q3: 2,910,476 shares; 2025Q4: 2,515,602 shares; 2026Q1: 2,584,146 shares 2,584,146 $153M 2.65% +68,544 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: 1,463,802 shares; 2024Q4: 1,549,955 shares; 2025Q1: 875,802 shares; 2025Q2: 1,119,485 shares; 2025Q3: 1,280,119 shares; 2025Q4: 1,570,665 shares; 2026Q1: 1,397,796 shares 1,397,796 $148M 2.57% -172,869 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: 718,105 shares; 2024Q4: 756,086 shares; 2025Q1: 1,474,408 shares; 2025Q2: 1,421,700 shares; 2025Q3: 1,381,746 shares; 2025Q4: 1,277,124 shares; 2026Q1: 1,461,361 shares 1,461,361 $132M 2.29% +184,237 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: 405,630 shares; 2024Q4: 553,994 shares; 2025Q1: 2,295,943 shares; 2025Q2: 2,076,352 shares; 2025Q3: 2,059,214 shares; 2025Q4: 2,027,620 shares; 2026Q1: 2,638,988 shares 2,638,988 $132M 2.28% +611,368 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: 1,068,844 shares; 2024Q4: 697,548 shares; 2025Q1: 670,701 shares; 2025Q2: 707,698 shares; 2025Q3: 727,931 shares; 2025Q4: 773,302 shares; 2026Q1: 813,996 shares 813,996 $126M 2.19% +40,694 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624,762 shares; 2024Q4: 666,834 shares; 2025Q1: 706,949 shares; 2025Q2: 785,125 shares; 2025Q3: 832,250 shares; 2025Q4: 966,634 shares; 2026Q1: 1,049,997 shares 1,049,997 $125M 2.16% +83,363 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,796 shares; 2024Q4: 295,312 shares; 2025Q1: 236,887 shares; 2025Q2: 267,668 shares; 2025Q3: 278,819 shares; 2025Q4: 308,151 shares; 2026Q1: 326,511 shares 326,511 $120M 2.08% +18,360 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: 501,409 shares; 2024Q4: 459,460 shares; 2025Q1: 752,437 shares; 2025Q2: 727,134 shares; 2025Q3: 706,146 shares; 2025Q4: 632,590 shares; 2026Q1: 786,111 shares 786,111 $112M 1.94% +153,521 Timeline CMF 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: 991,976 shares; 2024Q4: 1,148,937 shares; 2025Q1: 1,030,908 shares; 2025Q2: 1,278,713 shares; 2025Q3: 1,392,789 shares; 2025Q4: 1,497,857 shares; 2026Q1: 1,581,074 shares 1,581,074 $89.9M 1.56% +83,217 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,888 shares; 2024Q4: 286,312 shares; 2025Q1: 938,130 shares; 2025Q2: 918,371 shares; 2025Q3: 895,424 shares; 2025Q4: 849,026 shares; 2026Q1: 1,267,774 shares 1,267,774 $77.7M 1.35% +418,748 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766,962 shares; 2024Q4: 797,155 shares; 2025Q1: 1,436,880 shares; 2025Q2: 1,390,541 shares; 2025Q3: 1,396,832 shares; 2025Q4: 1,316,376 shares; 2026Q1: 1,388,924 shares 1,388,924 $63.4M 1.1% +72,548 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709,658 shares; 2024Q4: 728,798 shares; 2025Q1: 1,227,891 shares; 2025Q2: 995,809 shares; 2025Q3: 964,290 shares; 2025Q4: 841,912 shares; 2026Q1: 881,334 shares 881,334 $49.9M 0.86% +39,422 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,943 shares; 2024Q4: 377,579 shares; 2025Q1: 438,785 shares; 2025Q2: 440,141 shares; 2025Q3: 445,185 shares; 2025Q4: 462,542 shares; 2026Q1: 465,985 shares 465,985 $43.2M 0.75% +3,443 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: 358,106 shares; 2024Q4: 376,423 shares; 2025Q1: 347,942 shares; 2025Q2: 355,005 shares; 2025Q3: 357,738 shares; 2025Q4: 373,168 shares; 2026Q1: 359,353 shares 359,353 $40.3M 0.7% -13,815 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,700 shares; 2024Q4: 108,131 shares; 2025Q1: 1,122,148 shares; 2025Q2: 1,104,582 shares; 2025Q3: 1,096,882 shares; 2025Q4: 1,060,077 shares; 2026Q1: 1,336,716 shares 1,336,716 $38.9M 0.67% +276,639 Timeline FLRN 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: 942,699 shares; 2024Q4: 993,464 shares; 2025Q1: 978,998 shares; 2025Q2: 1,025,445 shares; 2025Q3: 1,038,393 shares; 2025Q4: 1,087,056 shares; 2026Q1: 1,187,640 shares 1,187,640 $36.6M 0.63% +100,584 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: 131,068 shares; 2024Q4: 116,886 shares; 2025Q1: 123,305 shares; 2025Q2: 127,299 shares; 2025Q3: 134,078 shares; 2025Q4: 154,452 shares; 2026Q1: 142,391 shares 142,391 $36.1M 0.63% -12,061 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: 482,974 shares; 2024Q4: 511,637 shares; 2025Q1: 496,391 shares; 2025Q2: 522,527 shares; 2025Q3: 529,073 shares; 2025Q4: 557,891 shares; 2026Q1: 605,958 shares 605,958 $35.5M 0.61% +48,067 Timeline TFLO 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: 559,249 shares; 2024Q4: 591,221 shares; 2025Q1: 575,067 shares; 2025Q2: 606,425 shares; 2025Q3: 615,098 shares; 2025Q4: 644,405 shares; 2026Q1: 699,741 shares 699,741 $35.4M 0.61% +55,336 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: not reported; 2025Q1: 388,311 shares; 2025Q2: 455,250 shares; 2025Q3: 476,322 shares; 2025Q4: 554,190 shares; 2026Q1: 604,760 shares 604,760 $33.5M 0.58% +50,570 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: 58,671 shares; 2024Q4: 68,095 shares; 2025Q1: 1,052,694 shares; 2025Q2: 1,013,573 shares; 2025Q3: 1,011,946 shares; 2025Q4: 1,027,639 shares; 2026Q1: 1,249,750 shares 1,249,750 $31.4M 0.54% +222,111 Timeline NYF 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: 332,773 shares; 2024Q4: 371,537 shares; 2025Q1: 371,010 shares; 2025Q2: 392,537 shares; 2025Q3: 447,344 shares; 2025Q4: 507,764 shares; 2026Q1: 522,876 shares 522,876 $27.8M 0.48% +15,112 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,019 shares; 2024Q4: 195,680 shares; 2025Q1: 215,614 shares; 2025Q2: 277,165 shares; 2025Q3: 284,023 shares; 2025Q4: 300,240 shares; 2026Q1: 301,092 shares 301,092 $27.5M 0.48% +852 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: 186,901 shares; 2024Q4: 240,215 shares; 2025Q1: 336,354 shares; 2025Q2: 324,774 shares; 2025Q3: 316,555 shares; 2025Q4: 296,444 shares; 2026Q1: 392,613 shares 392,613 $27.4M 0.47% +96,169 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 2,333 shares; 2025Q1: 89,960 shares; 2025Q2: 88,310 shares; 2025Q3: 87,077 shares; 2025Q4: 81,624 shares; 2026Q1: 88,471 shares 88,471 $25.4M 0.44% +6,847 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: 319,790 shares; 2024Q4: 354,855 shares; 2025Q1: 293,568 shares; 2025Q2: 301,167 shares; 2025Q3: 305,871 shares; 2025Q4: 318,179 shares; 2026Q1: 316,058 shares 316,058 $22.7M 0.39% -2,121 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: 21,261 shares; 2024Q4: 21,154 shares; 2025Q1: 19,696 shares; 2025Q2: 21,766 shares; 2025Q3: 22,943 shares; 2025Q4: 29,063 shares; 2026Q1: 30,518 shares 30,518 $18.2M 0.32% +1,455 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: 34,604 shares; 2024Q4: 33,797 shares; 2025Q1: 29,903 shares; 2025Q2: 39,421 shares; 2025Q3: 47,710 shares; 2025Q4: 82,644 shares; 2026Q1: 100,661 shares 100,661 $17.6M 0.3% +18,017 Timeline SPEM 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: 250,147 shares; 2024Q4: 234,928 shares; 2025Q1: 364,257 shares; 2025Q2: 359,964 shares; 2025Q3: 347,517 shares; 2025Q4: 333,060 shares; 2026Q1: 372,711 shares 372,711 $17.5M 0.3% +39,651 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: 18,315 shares; 2024Q4: 12,739 shares; 2025Q1: 27,252 shares; 2025Q2: 26,504 shares; 2025Q3: 25,928 shares; 2025Q4: 26,594 shares; 2026Q1: 35,661 shares 35,661 $15.6M 0.27% +9,067 Timeline SPTM 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: 163,527 shares; 2024Q4: 145,192 shares; 2025Q1: 199,805 shares; 2025Q2: 192,720 shares; 2025Q3: 187,465 shares; 2025Q4: 173,757 shares; 2026Q1: 181,575 shares 181,575 $14.4M 0.25% +7,818 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: 63,442 shares; 2024Q4: 84,258 shares; 2025Q1: 89,587 shares; 2025Q2: 81,085 shares; 2025Q3: 79,095 shares; 2025Q4: 79,750 shares; 2026Q1: 143,872 shares 143,872 $14.3M 0.25% +64,122 Timeline ESGU 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: 55,941 shares; 2024Q4: 57,043 shares; 2025Q1: 75,795 shares; 2025Q2: 73,874 shares; 2025Q3: 73,171 shares; 2025Q4: 72,116 shares; 2026Q1: 90,738 shares 90,738 $12.8M 0.22% +18,622 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: 7,100 shares; 2024Q4: 5,242 shares; 2025Q1: 5,351 shares; 2025Q2: 10,314 shares; 2025Q3: 12,447 shares; 2025Q4: 22,619 shares; 2026Q1: 31,013 shares 31,013 $11.5M 0.2% +8,394 Timeline EAGG 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: 209,159 shares; 2024Q4: 215,456 shares; 2025Q1: 192,401 shares; 2025Q2: 197,755 shares; 2025Q3: 206,256 shares; 2025Q4: 223,408 shares; 2026Q1: 233,009 shares 233,009 $11.1M 0.19% +9,601 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: 11,954 shares; 2024Q4: 11,511 shares; 2025Q1: 11,718 shares; 2025Q2: 12,977 shares; 2025Q3: 13,855 shares; 2025Q4: 15,379 shares; 2026Q1: 15,519 shares 15,519 $8.88M 0.15% +140 Timeline SPAB 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: 416,273 shares; 2024Q4: 397,499 shares; 2025Q1: 387,194 shares; 2025Q2: 375,907 shares; 2025Q3: 363,581 shares; 2025Q4: 300,259 shares; 2026Q1: 334,601 shares 334,601 $8.57M 0.15% +34,342 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,731 shares; 2025Q3: 46,816 shares; 2025Q4: 130,979 shares; 2026Q1: 168,872 shares 168,872 $8.51M 0.15% +37,893 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: 144,016 shares; 2024Q4: 146,189 shares; 2025Q1: 148,718 shares; 2025Q2: 192,617 shares; 2025Q3: 208,443 shares; 2025Q4: 260,273 shares; 2026Q1: 320,640 shares 320,640 $7.94M 0.14% +60,367 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: 44,521 shares; 2024Q4: 39,025 shares; 2025Q1: 36,771 shares; 2025Q2: 44,142 shares; 2025Q3: 25,542 shares; 2025Q4: 38,272 shares; 2026Q1: 38,055 shares 38,055 $7.93M 0.14% -217 Timeline ESGD 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: 40,805 shares; 2024Q4: 41,162 shares; 2025Q1: 79,190 shares; 2025Q2: 77,933 shares; 2025Q3: 77,395 shares; 2025Q4: 78,033 shares; 2026Q1: 81,691 shares 81,691 $7.81M 0.14% +3,658 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: 6,748 shares; 2024Q4: 5,870 shares; 2025Q1: 6,743 shares; 2025Q2: 6,330 shares; 2025Q3: 8,729 shares; 2025Q4: 10,531 shares; 2026Q1: 11,882 shares 11,882 $7.76M 0.13% +1,351 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: 6,911 shares; 2024Q4: 6,379 shares; 2025Q1: 6,406 shares; 2025Q2: 9,217 shares; 2025Q3: 11,008 shares; 2025Q4: 16,095 shares; 2026Q1: 23,501 shares 23,501 $6.76M 0.12% +7,406 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: 51,762 shares; 2024Q4: 24,672 shares; 2025Q1: 50,263 shares; 2025Q2: 43,775 shares; 2025Q3: 42,852 shares; 2025Q4: 32,341 shares; 2026Q1: 30,661 shares 30,661 $6.66M 0.12% -1,680 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,562 shares; 2024Q4: 5,493 shares; 2025Q1: 50,657 shares; 2025Q2: 46,773 shares; 2025Q3: 46,278 shares; 2025Q4: 46,054 shares; 2026Q1: 54,278 shares 54,278 $5.95M 0.1% +8,224 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: 448,983 shares; 2024Q4: 258,958 shares; 2025Q1: 229,918 shares; 2025Q2: 196,866 shares; 2025Q3: 206,734 shares; 2025Q4: 35,501 shares; 2026Q1: 30,277 shares 30,277 $5.74M 0.1% -5,224 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: 67,636 shares; 2024Q4: 63,278 shares; 2025Q1: 64,481 shares; 2025Q2: 68,464 shares; 2025Q3: 68,691 shares; 2025Q4: 72,878 shares; 2026Q1: 75,356 shares 75,356 $5.66M 0.1% +2,478 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: 5,972 shares; 2024Q4: 4,734 shares; 2025Q1: 4,910 shares; 2025Q2: 7,868 shares; 2025Q3: 8,614 shares; 2025Q4: 17,646 shares; 2026Q1: 19,287 shares 19,287 $5.53M 0.1% +1,641 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: 4,254 shares; 2024Q4: 4,348 shares; 2025Q1: 3,931 shares; 2025Q2: 3,783 shares; 2025Q3: 3,122 shares; 2025Q4: 5,820 shares; 2026Q1: 8,043 shares 8,043 $5.23M 0.09% +2,223 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,579 shares; 2025Q1: 3,803 shares; 2025Q2: 5,926 shares; 2025Q3: 7,286 shares; 2025Q4: 13,953 shares; 2026Q1: 15,249 shares 15,249 $4.72M 0.08% +1,296 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: 4,366 shares; 2024Q4: 4,793 shares; 2025Q1: 3,303 shares; 2025Q2: 5,049 shares; 2025Q3: 6,381 shares; 2025Q4: 12,731 shares; 2026Q1: 11,595 shares 11,595 $4.31M 0.07% -1,136 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,606 shares; 2025Q1: 1,762 shares; 2025Q2: 2,658 shares; 2025Q3: 3,406 shares; 2025Q4: 6,212 shares; 2026Q1: 8,198 shares 8,198 $3.93M 0.07% +1,986 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: 10,936 shares; 2024Q4: 6,019 shares; 2025Q1: 8,750 shares; 2025Q2: 9,257 shares; 2025Q3: 14,000 shares; 2025Q4: 53,390 shares; 2026Q1: 47,908 shares 47,908 $3.69M 0.06% -5,482 Timeline SLYV 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: 57,503 shares; 2024Q4: 27,753 shares; 2025Q1: 62,380 shares; 2025Q2: 51,875 shares; 2025Q3: 49,972 shares; 2025Q4: 36,147 shares; 2026Q1: 34,731 shares 34,731 $3.28M 0.06% -1,416 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: 6,634 shares; 2024Q4: 7,216 shares; 2025Q1: 7,199 shares; 2025Q2: 9,246 shares; 2025Q3: 12,481 shares; 2025Q4: 17,410 shares; 2026Q1: 25,873 shares 25,873 $3.22M 0.06% +8,463 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: 2,403 shares; 2024Q4: 2,097 shares; 2025Q1: 1,617 shares; 2025Q2: 2,368 shares; 2025Q3: 2,863 shares; 2025Q4: 4,869 shares; 2026Q1: 5,357 shares 5,357 $3.09M 0.05% +488 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: 3,020 shares; 2024Q4: 3,076 shares; 2025Q1: 3,531 shares; 2025Q2: 5,060 shares; 2025Q3: 5,998 shares; 2025Q4: 8,446 shares; 2026Q1: 10,375 shares 10,375 $3.05M 0.05% +1,929 Timeline SUSC 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: 107,364 shares; 2024Q4: 111,195 shares; 2025Q1: 99,909 shares; 2025Q2: 102,345 shares; 2025Q3: 106,074 shares; 2025Q4: 115,948 shares; 2026Q1: 121,067 shares 121,067 $2.8M 0.05% +5,119 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: 1,180 shares; 2024Q4: 1,220 shares; 2025Q1: 1,162 shares; 2025Q2: 1,590 shares; 2025Q3: 1,762 shares; 2025Q4: 23,376 shares; 2026Q1: 27,902 shares 27,902 $2.68M 0.05% +4,526 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: 4,479 shares; 2024Q4: 4,974 shares; 2025Q1: 4,089 shares; 2025Q2: 6,251 shares; 2025Q3: 7,849 shares; 2025Q4: 13,518 shares; 2026Q1: 15,589 shares 15,589 $2.64M 0.05% +2,071 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: 719 shares; 2024Q4: 622 shares; 2025Q1: 635 shares; 2025Q2: 2,144 shares; 2025Q3: 1,217 shares; 2025Q4: 2,125 shares; 2026Q1: 2,603 shares 2,603 $2.59M 0.04% +478 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: 2,730 shares; 2024Q4: 2,800 shares; 2025Q1: 3,288 shares; 2025Q2: 3,811 shares; 2025Q3: 5,174 shares; 2025Q4: 8,237 shares; 2026Q1: 11,943 shares 11,943 $2.57M 0.04% +3,706 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: 33,941 shares; 2024Q4: 31,872 shares; 2025Q1: 29,171 shares; 2025Q2: 22,331 shares; 2025Q3: 22,093 shares; 2025Q4: 21,783 shares; 2026Q1: 22,526 shares 22,526 $2.5M 0.04% +743 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: 2,439 shares; 2024Q4: 2,398 shares; 2025Q1: 2,481 shares; 2025Q2: 3,567 shares; 2025Q3: 3,783 shares; 2025Q4: 5,039 shares; 2026Q1: 11,415 shares 11,415 $2.48M 0.04% +6,376 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,297 shares; 2025Q1: 1,859 shares; 2025Q2: 3,263 shares; 2025Q3: 7,377 shares; 2025Q4: 9,415 shares; 2026Q1: 9,638 shares 9,638 $2.39M 0.04% +223 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,143 shares; 2025Q1: 1,162 shares; 2025Q2: 1,524 shares; 2025Q3: 1,971 shares; 2025Q4: 2,770 shares; 2026Q1: 3,369 shares 3,369 $2.39M 0.04% +599 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,197 shares; 2024Q4: 29,042 shares; 2025Q1: 32,478 shares; 2025Q2: 28,592 shares; 2025Q3: 31,131 shares; 2025Q4: 32,616 shares; 2026Q1: 30,825 shares 30,825 $2.36M 0.04% -1,791 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: 2,414 shares; 2024Q4: 1,611 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,351 shares; 2025Q4: 6,643 shares; 2026Q1: 9,285 shares 9,285 $2.27M 0.04% +2,642 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: 2,632 shares; 2024Q4: 2,504 shares; 2025Q1: 2,459 shares; 2025Q2: 2,786 shares; 2025Q3: 3,022 shares; 2025Q4: 2,001 shares; 2026Q1: 2,191 shares 2,191 $2.02M 0.03% +190 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: 2,901 shares; 2024Q4: 2,873 shares; 2025Q1: 2,937 shares; 2025Q2: 5,846 shares; 2025Q3: 6,134 shares; 2025Q4: 5,706 shares; 2026Q1: 7,325 shares 7,325 $1.78M 0.03% +1,619 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: 12,833 shares; 2024Q4: 7,088 shares; 2025Q1: 8,587 shares; 2025Q2: 7,002 shares; 2025Q3: 7,073 shares; 2025Q4: 8,797 shares; 2026Q1: 8,427 shares 8,427 $1.73M 0.03% -370 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: 48,192 shares; 2024Q4: 50,063 shares; 2025Q1: 52,104 shares; 2025Q2: 49,292 shares; 2025Q3: 50,516 shares; 2025Q4: 52,773 shares; 2026Q1: 65,442 shares 65,442 $1.68M 0.03% +12,669 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,326 shares; 2025Q4: 34,502 shares; 2026Q1: 52,923 shares 52,923 $1.62M 0.03% +18,421 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,685 shares; 2025Q1: 1,822 shares; 2025Q2: 2,494 shares; 2025Q3: 3,633 shares; 2025Q4: 4,936 shares; 2026Q1: 5,169 shares 5,169 $1.56M 0.03% +233 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,113 shares; 2025Q3: 1,531 shares; 2025Q4: 2,675 shares; 2026Q1: 5,198 shares 5,198 $1.48M 0.03% +2,523 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,206 shares; 2025Q1: 1,912 shares; 2025Q2: 2,615 shares; 2025Q3: 3,156 shares; 2025Q4: 3,635 shares; 2026Q1: 4,383 shares 4,383 $1.44M 0.02% +748 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: 991 shares; 2024Q4: 922 shares; 2025Q1: 1,579 shares; 2025Q2: 1,697 shares; 2025Q3: 2,074 shares; 2025Q4: 3,115 shares; 2026Q1: 3,280 shares 3,280 $1.4M 0.02% +165 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: 3,521 shares; 2024Q4: 3,217 shares; 2025Q1: 2,026 shares; 2025Q2: 1,420 shares; 2025Q3: 1,906 shares; 2025Q4: 3,415 shares; 2026Q1: 4,090 shares 4,090 $1.4M 0.02% +675 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: 2,352 shares; 2025Q4: 5,031 shares; 2026Q1: 6,644 shares 6,644 $1.37M 0.02% +1,613 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: 30,031 shares; 2024Q4: 28,437 shares; 2025Q1: 27,421 shares; 2025Q2: 22,555 shares; 2025Q3: 22,609 shares; 2025Q4: 33,936 shares; 2026Q1: 34,545 shares 34,545 $1.34M 0.02% +609 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: 3,699 shares; 2024Q4: 3,926 shares; 2025Q1: 3,671 shares; 2025Q2: 6,300 shares; 2025Q3: 8,973 shares; 2025Q4: 11,874 shares; 2026Q1: 17,196 shares 17,196 $1.33M 0.02% +5,322 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: 547 shares; 2024Q4: 399 shares; 2025Q1: 502 shares; 2025Q2: 797 shares; 2025Q3: 1,482 shares; 2025Q4: 2,176 shares; 2026Q1: 2,651 shares 2,651 $1.32M 0.02% +475 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: 2,416 shares; 2024Q4: 3,161 shares; 2025Q1: 4,635 shares; 2025Q2: 5,032 shares; 2025Q3: 5,966 shares; 2025Q4: 6,708 shares; 2026Q1: 10,353 shares 10,353 $1.25M 0.02% +3,645 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 961 shares; 2026Q1: 1,412 shares 1,412 $1.23M 0.02% +451 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 2,767 shares; 2025Q1: 2,515 shares; 2025Q2: 2,757 shares; 2025Q3: 2,755 shares; 2025Q4: 3,404 shares; 2026Q1: 3,454 shares 3,454 $1.23M 0.02% +50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,862 shares; 2025Q1: 1,676 shares; 2025Q2: 2,482 shares; 2025Q3: 3,452 shares; 2025Q4: 4,797 shares; 2026Q1: 6,314 shares 6,314 $1.22M 0.02% +1,517 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: 31,444 shares; 2024Q4: 30,491 shares; 2025Q1: 25,143 shares; 2025Q2: 25,739 shares; 2025Q3: 28,874 shares; 2025Q4: 36,464 shares; 2026Q1: 41,817 shares 41,817 $1.22M 0.02% +5,353 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 4,141 shares; 2025Q1: 3,872 shares; 2025Q2: 4,726 shares; 2025Q3: 6,193 shares; 2025Q4: 12,347 shares; 2026Q1: 13,601 shares 13,601 $1.21M 0.02% +1,254 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: not reported; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 4,770 shares; 2025Q3: 9,838 shares; 2025Q4: 10,642 shares; 2026Q1: 10,260 shares 10,260 $1.16M 0.02% -382 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: 1,325 shares; 2024Q4: 864 shares; 2025Q1: 1,127 shares; 2025Q2: 1,763 shares; 2025Q3: 2,168 shares; 2025Q4: 3,394 shares; 2026Q1: 4,406 shares 4,406 $1.15M 0.02% +1,012 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: 7,302 shares; 2024Q4: 10,590 shares; 2025Q1: 10,000 shares; 2025Q2: 13,366 shares; 2025Q3: 16,074 shares; 2025Q4: 20,517 shares; 2026Q1: 23,563 shares 23,563 $1.15M 0.02% +3,046 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: 3,852 shares; 2025Q1: 3,554 shares; 2025Q2: 5,021 shares; 2025Q3: 6,808 shares; 2025Q4: 6,391 shares; 2026Q1: 7,734 shares 7,734 $1.13M 0.02% +1,343 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: 1,356,127 shares; 2024Q4: 1,495,780 shares; 2025Q1: 17,132 shares; 2025Q2: 13,748 shares; 2025Q3: 12,880 shares; 2025Q4: 11,439 shares; 2026Q1: 10,064 shares 10,064 $1.12M 0.02% -1,375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 881 shares; 2025Q4: 1,096 shares; 2026Q1: 1,222 shares 1,222 $1.03M 0.02% +126 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 2,188 shares; 2026Q1: 3,043 shares 3,043 $1.03M 0.02% +855 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,112 shares; 2025Q4: 7,335 shares; 2026Q1: 8,639 shares 8,639 $1.02M 0.02% +1,304 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,350 shares; 2024Q4: 22,967 shares; 2025Q1: 21,715 shares; 2025Q2: 21,485 shares; 2025Q3: 23,732 shares; 2025Q4: 25,087 shares; 2026Q1: 35,801 shares 35,801 $997K 0.02% +10,714 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,767 shares; 2025Q4: 10,674 shares; 2026Q1: 12,341 shares 12,341 $939K 0.02% +1,667 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,959 shares; 2025Q1: 32,959 shares; 2025Q2: 22,959 shares; 2025Q3: 16,959 shares; 2025Q4: 16,981 shares; 2026Q1: 17,067 shares 17,067 $925K 0.02% +86 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 2,126 shares; 2025Q4: 3,508 shares; 2026Q1: 4,540 shares 4,540 $924K 0.02% +1,032 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: 5,461 shares; 2024Q4: 5,464 shares; 2025Q1: 5,371 shares; 2025Q2: 6,438 shares; 2025Q3: 6,684 shares; 2025Q4: 8,379 shares; 2026Q1: 9,877 shares 9,877 $917K 0.02% +1,498 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,629 shares; 2025Q2: 4,422 shares; 2025Q3: not reported; 2025Q4: 27,993 shares; 2026Q1: 18,397 shares 18,397 $884K 0.02% -9,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 3,152 shares; 2026Q1: 3,709 shares 3,709 $876K 0.02% +557 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: 1,799 shares; 2024Q4: 1,841 shares; 2025Q1: 1,040 shares; 2025Q2: 1,119 shares; 2025Q3: 2,690 shares; 2025Q4: 6,132 shares; 2026Q1: 6,589 shares 6,589 $876K 0.02% +457 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,148 shares 12,148 $861K 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,017 shares; 2024Q4: 7,216 shares; 2025Q1: 34,295 shares; 2025Q2: 6,094 shares; 2025Q3: 5,771 shares; 2025Q4: 7,288 shares; 2026Q1: 18,876 shares 18,876 $856K 0.01% +11,588 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: not reported; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,527 shares; 2025Q4: 2,252 shares; 2026Q1: 2,802 shares 2,802 $847K 0.01% +550 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: 662 shares; 2024Q4: 584 shares; 2025Q1: 545 shares; 2025Q2: 531 shares; 2025Q3: 578 shares; 2025Q4: 840 shares; 2026Q1: 1,203 shares 1,203 $839K 0.01% +363 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,634 shares; 2026Q1: 3,004 shares 3,004 $839K 0.01% +370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,072 shares 3,072 $837K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 2,480 shares; 2026Q1: 5,072 shares 5,072 $835K 0.01% +2,592 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 5,419 shares; 2025Q1: 4,038 shares; 2025Q2: 2,901 shares; 2025Q3: 10,269 shares; 2025Q4: 7,642 shares; 2026Q1: 7,468 shares 7,468 $825K 0.01% -174 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: 2,344 shares; 2024Q4: 3,097 shares; 2025Q1: 2,915 shares; 2025Q2: 4,068 shares; 2025Q3: 4,172 shares; 2025Q4: 5,035 shares; 2026Q1: 6,028 shares 6,028 $796K 0.01% +993 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 10,708 shares; 2025Q1: 10,540 shares; 2025Q2: 10,671 shares; 2025Q3: 10,718 shares; 2025Q4: 10,819 shares; 2026Q1: 11,013 shares 11,013 $786K 0.01% +194 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: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 3,136 shares; 2025Q3: 3,426 shares; 2025Q4: 4,489 shares; 2026Q1: 3,719 shares 3,719 $785K 0.01% -770 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 2,310 shares 2,310 $780K 0.01% +957 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares; 2026Q1: 9,664 shares 9,664 $758K 0.01% +6,564 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: 820 shares; 2024Q4: 884 shares; 2025Q1: 805 shares; 2025Q2: 1,256 shares; 2025Q3: 1,478 shares; 2025Q4: 1,855 shares; 2026Q1: 2,427 shares 2,427 $754K 0.01% +572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 564 shares 564 $745K 0.01% +211 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: not reported; 2024Q4: 9,959 shares; 2025Q1: 10,539 shares; 2025Q2: 10,517 shares; 2025Q3: 9,451 shares; 2025Q4: 16,183 shares; 2026Q1: 24,425 shares 24,425 $745K 0.01% +8,242 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: 3,505 shares; 2024Q4: 2,706 shares; 2025Q1: 2,351 shares; 2025Q2: 3,198 shares; 2025Q3: 3,032 shares; 2025Q4: 3,949 shares; 2026Q1: 5,028 shares 5,028 $733K 0.01% +1,079 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: 787 shares; 2024Q4: 746 shares; 2025Q1: 734 shares; 2025Q2: 966 shares; 2025Q3: 903 shares; 2025Q4: 1,543 shares; 2026Q1: 2,066 shares 2,066 $727K 0.01% +523 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.01% 0 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: 4,888 shares; 2024Q4: 3,356 shares; 2025Q1: 2,677 shares; 2025Q2: 2,774 shares; 2025Q3: 2,911 shares; 2025Q4: 5,289 shares; 2026Q1: 5,655 shares 5,655 $703K 0.01% +366 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: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $702K 0.01% 0 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: 2,451 shares; 2024Q4: 2,725 shares; 2025Q1: 2,443 shares; 2025Q2: 4,744 shares; 2025Q3: 5,103 shares; 2025Q4: 9,116 shares; 2026Q1: 4,734 shares 4,734 $701K 0.01% -4,382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,766 shares; 2026Q1: 11,757 shares 11,757 $700K 0.01% +7,991 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,262 shares; 2025Q4: 4,086 shares; 2026Q1: 6,158 shares 6,158 $698K 0.01% +2,072 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: 6,270 shares; 2024Q4: 6,154 shares; 2025Q1: 5,048 shares; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 5,385 shares; 2026Q1: 7,827 shares 7,827 $690K 0.01% +2,442 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: 7,046 shares; 2024Q4: 5,675 shares; 2025Q1: 5,021 shares; 2025Q2: 6,464 shares; 2025Q3: 6,643 shares; 2025Q4: 7,131 shares; 2026Q1: 10,165 shares 10,165 $686K 0.01% +3,034 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 1,443 shares; 2025Q1: 2,704 shares; 2025Q2: 2,282 shares; 2025Q3: 2,341 shares; 2025Q4: 2,847 shares; 2026Q1: 3,724 shares 3,724 $686K 0.01% +877 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: 1,930 shares; 2024Q4: 1,566 shares; 2025Q1: 1,485 shares; 2025Q2: 2,480 shares; 2025Q3: 2,886 shares; 2025Q4: 3,202 shares; 2026Q1: 4,688 shares 4,688 $677K 0.01% +1,486 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,341 shares; 2025Q3: 16,000 shares; 2025Q4: 15,734 shares; 2026Q1: 22,699 shares 22,699 $658K 0.01% +6,965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,163 shares; 2026Q1: 6,914 shares 6,914 $656K 0.01% +1,751 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: not reported; 2024Q4: 8,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,881 shares; 2026Q1: 24,504 shares 24,504 $652K 0.01% +13,623 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 819 shares; 2025Q4: 1,018 shares; 2026Q1: 1,812 shares 1,812 $648K 0.01% +794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,706 shares; 2026Q1: 3,892 shares 3,892 $644K 0.01% +1,186 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: 3,335 shares; 2024Q4: 2,636 shares; 2025Q1: 2,505 shares; 2025Q2: 1,872 shares; 2025Q3: 2,063 shares; 2025Q4: 6,895 shares; 2026Q1: 4,373 shares 4,373 $643K 0.01% -2,522 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: 4,734 shares; 2025Q3: 5,294 shares; 2025Q4: 8,334 shares; 2026Q1: 8,565 shares 8,565 $637K 0.01% +231 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,281 shares; 2026Q1: 4,771 shares 4,771 $630K 0.01% +1,490 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,071 shares; 2025Q3: 4,211 shares; 2025Q4: 8,165 shares; 2026Q1: 7,837 shares 7,837 $624K 0.01% -328 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: 2,770 shares; 2024Q4: 2,511 shares; 2025Q1: 2,859 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 6,667 shares; 2026Q1: 6,234 shares 6,234 $606K 0.01% -433 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 668 shares; 2025Q4: 1,009 shares; 2026Q1: 1,309 shares 1,309 $603K 0.01% +300 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: 1,728 shares; 2024Q4: 1,658 shares; 2025Q1: 1,661 shares; 2025Q2: 2,152 shares; 2025Q3: 2,221 shares; 2025Q4: 2,918 shares; 2026Q1: 3,817 shares 3,817 $593K 0.01% +899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,599 shares; 2025Q4: 2,449 shares; 2026Q1: 2,977 shares 2,977 $593K 0.01% +528 Timeline SPYX 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: 13,231 shares; 2025Q4: 13,215 shares; 2026Q1: 10,993 shares 10,993 $583K 0.01% -2,222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 489 shares; 2026Q1: 1,251 shares 1,251 $579K 0.01% +762 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: 1,040 shares; 2024Q4: 1,547 shares; 2025Q1: 953 shares; 2025Q2: 1,123 shares; 2025Q3: 1,135 shares; 2025Q4: 1,915 shares; 2026Q1: 2,121 shares 2,121 $574K 0.01% +206 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,434 shares; 2025Q4: 6,912 shares; 2026Q1: 11,611 shares 11,611 $568K 0.01% +4,699 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 1,298 shares 1,298 $559K 0.01% +569 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,360 shares 22,360 $557K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 2,540 shares; 2025Q4: 2,662 shares; 2026Q1: 3,447 shares 3,447 $551K 0.01% +785 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: 9,149 shares; 2024Q4: 9,217 shares; 2025Q1: 8,178 shares; 2025Q2: 8,276 shares; 2025Q3: 9,688 shares; 2025Q4: 11,935 shares; 2026Q1: 12,078 shares 12,078 $549K 0.01% +143 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: 17,113 shares; 2024Q4: 16,039 shares; 2025Q1: 15,514 shares; 2025Q2: 15,630 shares; 2025Q3: 15,715 shares; 2025Q4: 15,819 shares; 2026Q1: 16,032 shares 16,032 $545K 0.01% +213 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 2,536 shares 2,536 $542K 0.01% +1,021 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,134 shares; 2025Q4: 1,273 shares; 2026Q1: 1,409 shares 1,409 $540K 0.01% +136 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,666 shares; 2026Q1: 4,977 shares 4,977 $539K 0.01% +1,311 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 3,998 shares; 2026Q1: 4,037 shares 4,037 $537K 0.01% +39 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,512 shares; 2025Q4: 3,574 shares; 2026Q1: 4,110 shares 4,110 $519K 0.01% +536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,706 shares; 2025Q4: 6,673 shares; 2026Q1: 7,866 shares 7,866 $519K 0.01% +1,193 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,246 shares; 2025Q4: 2,802 shares; 2026Q1: 2,171 shares 2,171 $516K 0.01% -631 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 268 shares; 2026Q1: 533 shares 533 $513K 0.01% +265 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 25,901 shares; 2026Q1: 29,631 shares 29,631 $511K 0.01% +3,730 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: 524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 605 shares; 2026Q1: 844 shares 844 $510K 0.01% +239 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: 6,587 shares; 2024Q4: 7,229 shares; 2025Q1: 7,229 shares; 2025Q2: 6,658 shares; 2025Q3: 6,658 shares; 2025Q4: 8,254 shares; 2026Q1: 11,296 shares 11,296 $510K 0.01% +3,042 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: 988 shares; 2024Q4: 976 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,247 shares; 2025Q4: 1,481 shares; 2026Q1: 2,081 shares 2,081 $505K 0.01% +600 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,559 shares; 2026Q1: 9,939 shares 9,939 $499K 0.01% -620 Timeline VGK 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: 3,404 shares; 2025Q3: 3,395 shares; 2025Q4: 4,465 shares; 2026Q1: 5,950 shares 5,950 $490K 0.01% +1,485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,381 shares; 2026Q1: 5,176 shares 5,176 $486K 0.01% +1,795 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: 3,001 shares; 2024Q4: 1,537 shares; 2025Q1: 1,384 shares; 2025Q2: 1,282 shares; 2025Q3: 1,642 shares; 2025Q4: 2,329 shares; 2026Q1: 2,601 shares 2,601 $486K 0.01% +272 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: 954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 2,270 shares; 2026Q1: 3,025 shares 3,025 $485K 0.01% +755 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 2,994 shares; 2026Q1: 2,493 shares 2,493 $478K 0.01% -501 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,982 shares 9,982 $478K 0.01% new 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: 2,798 shares; 2024Q4: 1,942 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 3,021 shares; 2025Q4: 5,352 shares; 2026Q1: 4,940 shares 4,940 $476K 0.01% -412 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,675 shares; 2025Q4: 6,748 shares; 2026Q1: 5,542 shares 5,542 $471K 0.01% -1,206 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 9,009 shares; 2025Q1: 7,190 shares; 2025Q2: 7,155 shares; 2025Q3: 7,420 shares; 2025Q4: 8,946 shares; 2026Q1: 14,105 shares 14,105 $465K 0.01% +5,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,245 shares 11,245 $438K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 2,519 shares; 2025Q4: 2,555 shares; 2026Q1: 2,405 shares 2,405 $436K 0.01% -150 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,205 shares; 2026Q1: 1,331 shares 1,331 $435K 0.01% +126 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 1,448 shares; 2026Q1: 1,778 shares 1,778 $434K 0.01% +330 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,128 shares; 2026Q1: 9,708 shares 9,708 $428K 0.01% +2,580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,656 shares; 2026Q1: 6,444 shares 6,444 $428K 0.01% +788 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: 1,841 shares; 2024Q4: 1,699 shares; 2025Q1: 1,707 shares; 2025Q2: 2,387 shares; 2025Q3: 2,866 shares; 2025Q4: 3,050 shares; 2026Q1: 4,170 shares 4,170 $428K 0.01% +1,120 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,767 shares 1,767 $424K 0.01% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,274 shares; 2025Q3: 4,239 shares; 2025Q4: 5,951 shares; 2026Q1: 5,893 shares 5,893 $424K 0.01% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 1,403 shares; 2025Q4: 2,483 shares; 2026Q1: 2,118 shares 2,118 $419K 0.01% -365 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 388 shares; 2026Q1: 483 shares 483 $418K 0.01% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,468 shares; 2026Q1: 14,884 shares 14,884 $418K 0.01% +2,416 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,548 shares; 2025Q4: 2,591 shares; 2026Q1: 4,220 shares 4,220 $413K 0.01% +1,629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares; 2026Q1: 3,116 shares 3,116 $408K 0.01% +1,254 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,106 shares; 2026Q1: 7,181 shares 7,181 $408K 0.01% +1,075 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 670 shares; 2026Q1: 669 shares 669 $405K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,410 shares; 2025Q4: 1,854 shares; 2026Q1: 1,894 shares 1,894 $405K 0.01% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 692 shares; 2026Q1: 823 shares 823 $405K 0.01% +131 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: 1,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,043 shares; 2025Q3: 2,080 shares; 2025Q4: 2,113 shares; 2026Q1: 2,450 shares 2,450 $402K 0.01% +337 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: not reported; 2025Q3: not reported; 2025Q4: 2,259 shares; 2026Q1: 2,850 shares 2,850 $397K 0.01% +591 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 6,751 shares 6,751 $397K 0.01% +2,214 Timeline RDVY 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: 5,601 shares; 2026Q1: 5,753 shares 5,753 $393K 0.01% +152 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,794 shares; 2026Q1: 6,740 shares 6,740 $392K 0.01% -54 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,418 shares 6,418 $389K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 8,892 shares; 2026Q1: 10,889 shares 10,889 $387K 0.01% +1,997 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 844 shares; 2025Q4: 1,106 shares; 2026Q1: 1,169 shares 1,169 $381K 0.01% +63 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,102 shares; 2025Q1: 1,051 shares; 2025Q2: 1,270 shares; 2025Q3: 1,296 shares; 2025Q4: 1,343 shares; 2026Q1: 1,674 shares 1,674 $378K 0.01% +331 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: 4,139 shares; 2025Q1: not reported; 2025Q2: 3,962 shares; 2025Q3: 4,242 shares; 2025Q4: 6,176 shares; 2026Q1: 5,338 shares 5,338 $375K 0.01% -838 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,984 shares 2,984 $373K 0.01% new 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: not reported; 2025Q4: 2,170 shares; 2026Q1: 3,949 shares 3,949 $372K 0.01% +1,779 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 4,158 shares 4,158 $371K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 252 shares 252 $371K 0.01% +99 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,341 shares 16,341 $371K 0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,991 shares; 2025Q4: 15,102 shares; 2026Q1: 17,169 shares 17,169 $369K 0.01% +2,067 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,580 shares 8,580 $365K 0.01% new 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: 758 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $363K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 1,135 shares 1,135 $361K 0.01% +269 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: 807 shares; 2024Q4: 805 shares; 2025Q1: 850 shares; 2025Q2: 1,008 shares; 2025Q3: 1,560 shares; 2025Q4: 1,733 shares; 2026Q1: 1,817 shares 1,817 $360K 0.01% +84 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares; 2026Q1: 2,927 shares 2,927 $359K 0.01% +862 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,846 shares; 2025Q4: 3,935 shares; 2026Q1: 4,134 shares 4,134 $358K 0.01% +199 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,166 shares 2,166 $354K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 84 shares 84 $354K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 269 shares; 2026Q1: 394 shares 394 $353K 0.01% +125 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: 1,875 shares; 2024Q4: 1,825 shares; 2025Q1: 1,685 shares; 2025Q2: 1,764 shares; 2025Q3: 1,930 shares; 2025Q4: 2,472 shares; 2026Q1: 2,549 shares 2,549 $353K 0.01% +77 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,362 shares; 2025Q4: 8,627 shares; 2026Q1: 8,445 shares 8,445 $350K 0.01% -182 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: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 956 shares; 2025Q4: 744 shares; 2026Q1: 1,262 shares 1,262 $347K 0.01% +518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 2,690 shares 2,690 $346K 0.01% +1,265 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,149 shares 8,149 $344K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 2,068 shares; 2026Q1: 2,334 shares 2,334 $342K 0.01% +266 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: not reported; 2025Q3: 4,400 shares; 2025Q4: 7,761 shares; 2026Q1: 7,353 shares 7,353 $338K 0.01% -408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,698 shares; 2026Q1: 3,765 shares 3,765 $337K 0.01% +1,067 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: 1,718 shares; 2024Q4: 1,634 shares; 2025Q1: 1,658 shares; 2025Q2: 2,161 shares; 2025Q3: 2,981 shares; 2025Q4: 3,012 shares; 2026Q1: 2,892 shares 2,892 $332K 0.01% -120 Timeline EMB 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: 2,545 shares; 2026Q1: 3,529 shares 3,529 $331K 0.01% +984 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,310 shares; 2026Q1: 6,274 shares 6,274 $331K 0.01% +1,964 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,388 shares; 2025Q4: 2,409 shares; 2026Q1: 3,385 shares 3,385 $329K 0.01% +976 Timeline LQD 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: 3,016 shares 3,016 $329K 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: not reported; 2024Q4: 1,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 2,061 shares; 2026Q1: 2,504 shares 2,504 $328K 0.01% +443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,784 shares; 2026Q1: 1,993 shares 1,993 $322K 0.01% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: not reported; 2026Q1: 741 shares 741 $322K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares; 2025Q4: 698 shares; 2026Q1: 1,071 shares 1,071 $320K 0.01% +373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $320K 0.01% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 4,041 shares; 2026Q1: 4,550 shares 4,550 $318K 0.01% +509 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: not reported; 2025Q4: 953 shares; 2026Q1: 912 shares 912 $315K 0.01% -41 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 585 shares 585 $315K 0.01% +180 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares 1,585 $313K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares 3,603 $312K 0.01% new Timeline IDEV 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: 2,608 shares; 2025Q4: 2,704 shares; 2026Q1: 3,708 shares 3,708 $310K 0.01% +1,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares; 2026Q1: 3,619 shares 3,619 $307K 0.01% +829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 1,511 shares 1,511 $307K 0.01% +76 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly 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: 5,427 shares 5,427 $307K 0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870 shares 2,870 $306K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $306K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares; 2026Q1: 1,167 shares 1,167 $304K 0.01% +360 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: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 1,459 shares 1,459 $304K 0.01% +489 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,204 shares 9,204 $298K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,096 shares; 2026Q1: 4,090 shares 4,090 $298K 0.01% -6 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: 1,086 shares; 2024Q4: 1,073 shares; 2025Q1: 1,060 shares; 2025Q2: 1,278 shares; 2025Q3: 1,633 shares; 2025Q4: 1,120 shares; 2026Q1: 1,290 shares 1,290 $297K 0.01% +170 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: not reported; 2026Q1: 597 shares 597 $296K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,162 shares; 2025Q4: 2,241 shares; 2026Q1: 2,657 shares 2,657 $295K 0.01% +416 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares 3,001 $290K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,912 shares; 2026Q1: 5,954 shares 5,954 $289K <0.01% +1,042 Timeline IUSB 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: 4,841 shares; 2026Q1: 6,231 shares 6,231 $288K <0.01% +1,390 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares 1,538 $281K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 3,903 shares 3,903 $280K <0.01% +878 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: not reported; 2025Q3: 967 shares; 2025Q4: 980 shares; 2026Q1: 1,346 shares 1,346 $280K <0.01% +366 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares 1,536 $280K <0.01% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,692 shares; 2026Q1: 3,014 shares 3,014 $279K <0.01% +322 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: 1,416 shares 1,416 $279K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 1,417 shares 1,417 $275K <0.01% +423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 691 shares; 2025Q4: not reported; 2026Q1: 616 shares 616 $275K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: not reported; 2026Q1: 635 shares 635 $275K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,126 shares 8,126 $272K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,374 shares 1,374 $272K <0.01% +352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787 shares 787 $270K <0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,319 shares; 2026Q1: 4,306 shares 4,306 $269K <0.01% +987 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares; 2026Q1: 2,017 shares 2,017 $267K <0.01% +396 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,949 shares 1,949 $265K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 676 shares 676 $264K <0.01% +124 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: 454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,073 shares 1,073 $261K <0.01% new Timeline USIG 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: 5,079 shares 5,079 $260K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares 886 $258K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 1,429 shares 1,429 $258K <0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,016 shares; 2025Q3: 5,091 shares; 2025Q4: 5,108 shares; 2026Q1: 5,206 shares 5,206 $257K <0.01% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 1,924 shares; 2026Q1: 2,348 shares 2,348 $256K <0.01% +424 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares; 2026Q1: 3,736 shares 3,736 $255K <0.01% +1,548 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,103 shares 1,103 $254K <0.01% new Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares; 2026Q1: 3,564 shares 3,564 $254K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,021 shares 1,021 $252K <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 9,046 shares; 2025Q1: 9,083 shares; 2025Q2: 9,084 shares; 2025Q3: 9,084 shares; 2025Q4: 9,053 shares; 2026Q1: 9,050 shares 9,050 $248K <0.01% -3 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 2,203 shares 2,203 $247K <0.01% +446 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares 592 $247K <0.01% new Timeline SMLF 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: 2,681 shares; 2026Q1: 3,255 shares 3,255 $246K <0.01% +574 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 872 shares; 2026Q1: 836 shares 836 $245K <0.01% -36 Timeline IGIB 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: 4,574 shares 4,574 $243K <0.01% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,156 shares 7,156 $242K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,597 shares 2,597 $242K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 963 shares 963 $241K <0.01% new Timeline EZU 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: 3,835 shares 3,835 $240K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: 2,033 shares; 2025Q4: 2,422 shares; 2026Q1: 2,006 shares 2,006 $238K <0.01% -416 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares 1,809 $237K <0.01% new Timeline FVD 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: 5,570 shares; 2026Q1: 5,017 shares 5,017 $236K <0.01% -553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares 795 $235K <0.01% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,047 shares 5,047 $234K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,446 shares; 2026Q1: 4,696 shares 4,696 $232K <0.01% +250 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 338 shares 338 $231K <0.01% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares 2,325 $230K <0.01% new 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: 1,456 shares; 2024Q4: 1,310 shares; 2025Q1: 1,299 shares; 2025Q2: 1,342 shares; 2025Q3: 1,373 shares; 2025Q4: 1,276 shares; 2026Q1: 1,310 shares 1,310 $230K <0.01% +34 Timeline SPTI 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: 7,535 shares; 2025Q3: 35,121 shares; 2025Q4: 39,666 shares; 2026Q1: 8,014 shares 8,014 $230K <0.01% -31,652 Timeline IWY 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: 916 shares 916 $228K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,568 shares 1,568 $228K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,913 shares 7,913 $227K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,753 shares 2,753 $225K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,389 shares; 2026Q1: 2,356 shares 2,356 $225K <0.01% -33 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,770 shares 4,770 $224K <0.01% new Timeline FENI 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: 5,435 shares; 2026Q1: 6,008 shares 6,008 $223K <0.01% +573 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares; 2026Q1: 2,307 shares 2,307 $223K <0.01% -43 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC 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: 2,121 shares; 2026Q1: 2,574 shares 2,574 $223K <0.01% +453 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly 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: 459 shares 459 $223K <0.01% new 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: 6,502 shares; 2025Q3: 6,486 shares; 2025Q4: 6,703 shares; 2026Q1: 6,688 shares 6,688 $222K <0.01% -15 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 919 shares; 2026Q1: 727 shares 727 $220K <0.01% -192 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,346 shares 5,346 $219K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $218K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: not reported; 2025Q3: 9,325 shares; 2025Q4: 8,003 shares; 2026Q1: 8,325 shares 8,325 $217K <0.01% +322 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,548 shares 3,548 $217K <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: not reported; 2026Q1: 3,253 shares 3,253 $216K <0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,845 shares 4,845 $215K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,768 shares; 2025Q3: 4,355 shares; 2025Q4: 3,330 shares; 2026Q1: 3,187 shares 3,187 $214K <0.01% -143 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,939 shares 4,939 $213K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $212K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,931 shares; 2026Q1: 4,069 shares 4,069 $212K <0.01% +138 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 2,000 shares; 2026Q1: 2,000 shares 2,000 $211K <0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $211K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares 592 $211K <0.01% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 2,167 shares; 2026Q1: 2,075 shares 2,075 $211K <0.01% -92 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,683 shares 3,683 $209K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares 1,993 $208K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,591 shares 2,591 $208K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares; 2026Q1: 2,544 shares 2,544 $205K <0.01% -465 Timeline SPYD 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: 4,496 shares 4,496 $205K <0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,764 shares 11,764 $204K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,126 shares; 2026Q1: 1,173 shares 1,173 $202K <0.01% +47 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: not reported; 2025Q4: not reported; 2026Q1: 746 shares 746 $202K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,062 shares 1,062 $201K <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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,694 shares 1,694 $201K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 15,716 shares; 2026Q1: 14,284 shares 14,284 $66.1K <0.01% -1,432 Timeline