KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569,446 shares 2,569,446 $206M 14.01% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115,395 shares; 2024Q4: 1,184,004 shares; 2025Q1: 1,439,526 shares; 2025Q2: 1,627,076 shares; 2025Q3: 1,745,815 shares; 2025Q4: 1,804,027 shares; 2026Q1: 1,970,576 shares 1,970,576 $159M 10.82% +166,549 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: 167,958 shares; 2024Q4: 175,886 shares; 2025Q1: 200,980 shares; 2025Q2: 214,506 shares; 2025Q3: 218,498 shares; 2025Q4: 220,484 shares; 2026Q1: 233,737 shares 233,737 $85.9M 5.85% +13,253 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: 269,437 shares; 2024Q4: 237,826 shares; 2025Q1: 272,785 shares; 2025Q2: 270,215 shares; 2025Q3: 273,929 shares; 2025Q4: 276,154 shares; 2026Q1: 282,160 shares 282,160 $71.6M 4.88% +6,006 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086,918 shares; 2024Q4: 1,109,388 shares; 2025Q1: 1,140,763 shares; 2025Q2: 1,191,508 shares; 2025Q3: 1,270,873 shares; 2025Q4: 1,354,634 shares; 2026Q1: 1,505,536 shares 1,505,536 $68.7M 4.68% +150,902 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: 1,135,022 shares; 2024Q4: 1,162,601 shares; 2025Q1: 1,200,928 shares; 2025Q2: 1,173,390 shares; 2025Q3: 1,231,501 shares; 2025Q4: 1,248,922 shares; 2026Q1: 1,259,446 shares 1,259,446 $66.5M 4.53% +10,524 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909,198 shares; 2024Q4: 1,603,290 shares; 2025Q1: 1,743,307 shares; 2025Q2: 1,813,567 shares; 2025Q3: 1,961,612 shares; 2025Q4: 2,109,331 shares; 2026Q1: 2,368,640 shares 2,368,640 $62.1M 4.23% +259,309 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,097 shares; 2024Q4: 799,238 shares; 2025Q1: 845,968 shares; 2025Q2: 911,609 shares; 2025Q3: 981,235 shares; 2025Q4: 1,057,769 shares; 2026Q1: 1,194,330 shares 1,194,330 $62M 4.23% +136,561 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: 68,846 shares; 2024Q4: 72,585 shares; 2025Q1: 88,430 shares; 2025Q2: 97,407 shares; 2025Q3: 99,823 shares; 2025Q4: 100,195 shares; 2026Q1: 104,439 shares 104,439 $60.3M 4.11% +4,244 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: 673,965 shares; 2024Q4: 710,035 shares; 2025Q1: 721,745 shares; 2025Q2: 751,514 shares; 2025Q3: 815,781 shares; 2025Q4: 871,553 shares; 2026Q1: 969,208 shares 969,208 $56.7M 3.87% +97,655 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: not reported; 2026Q1: 600,510 shares 600,510 $48.4M 3.3% new Timeline IHDG 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: 706,764 shares; 2024Q4: 745,480 shares; 2025Q1: 708,828 shares; 2025Q2: 743,594 shares; 2025Q3: 824,619 shares; 2025Q4: 860,524 shares; 2026Q1: 938,291 shares 938,291 $45.2M 3.08% +77,767 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: 289,166 shares; 2024Q4: 302,891 shares; 2025Q1: 316,911 shares; 2025Q2: 338,312 shares; 2025Q3: 372,913 shares; 2025Q4: 399,028 shares; 2026Q1: 442,545 shares 442,545 $39.3M 2.67% +43,517 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: 326,006 shares; 2024Q4: 340,108 shares; 2025Q1: 232,625 shares; 2025Q2: 236,422 shares; 2025Q3: 245,195 shares; 2025Q4: 251,951 shares; 2026Q1: 260,049 shares 260,049 $28.7M 1.96% +8,098 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,082,971 shares; 2025Q1: 1,138,468 shares; 2025Q2: 1,198,926 shares; 2025Q3: 1,275,937 shares; 2025Q4: 1,361,742 shares; 2026Q1: 1,514,417 shares 1,514,417 $26.9M 1.83% +152,675 Timeline AVDV 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: 235,194 shares; 2024Q4: 246,812 shares; 2025Q1: 272,146 shares; 2025Q2: 259,646 shares; 2025Q3: 267,181 shares; 2025Q4: 268,200 shares; 2026Q1: 262,493 shares 262,493 $26.2M 1.79% -5,707 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,889 shares; 2024Q4: 231,691 shares; 2025Q1: 155,439 shares; 2025Q2: 154,244 shares; 2025Q3: 162,705 shares; 2025Q4: 168,054 shares; 2026Q1: 178,532 shares 178,532 $25.8M 1.76% +10,478 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318,355 shares 318,355 $23.6M 1.61% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,844 shares; 2024Q4: 158,215 shares; 2025Q1: 130,449 shares; 2025Q2: 119,818 shares; 2025Q3: 123,899 shares; 2025Q4: 128,529 shares; 2026Q1: 146,291 shares 146,291 $18.7M 1.28% +17,762 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: 90,704 shares; 2024Q4: 93,388 shares; 2025Q1: 103,013 shares; 2025Q2: 100,641 shares; 2025Q3: 96,046 shares; 2025Q4: 94,940 shares; 2026Q1: 93,601 shares 93,601 $18.4M 1.25% -1,339 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: 37,771 shares; 2024Q4: 37,690 shares; 2025Q1: 40,466 shares; 2025Q2: 39,932 shares; 2025Q3: 38,756 shares; 2025Q4: 37,811 shares; 2026Q1: 40,439 shares 40,439 $17.7M 1.2% +2,628 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473,832 shares; 2024Q4: 1,511,576 shares; 2025Q1: 1,696,753 shares; 2025Q2: 1,684,331 shares; 2025Q3: 1,742,113 shares; 2025Q4: 1,771,839 shares; 2026Q1: 415,746 shares 415,746 $14.1M 0.96% -1,356,093 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: 33,788 shares; 2024Q4: 38,057 shares; 2025Q1: 40,970 shares; 2025Q2: 45,369 shares; 2025Q3: 52,334 shares; 2025Q4: 57,310 shares; 2026Q1: 60,852 shares 60,852 $10.6M 0.72% +3,542 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 6,413 shares; 2025Q1: 5,771 shares; 2025Q2: 5,743 shares; 2025Q3: 6,259 shares; 2025Q4: 10,786 shares; 2026Q1: 10,039 shares 10,039 $10M 0.68% -747 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: 12,046 shares; 2024Q4: 12,008 shares; 2025Q1: 12,055 shares; 2025Q2: 11,836 shares; 2025Q3: 11,881 shares; 2025Q4: 10,477 shares; 2026Q1: 24,773 shares 24,773 $7.11M 0.48% +14,296 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: 163,296 shares; 2024Q4: 167,208 shares; 2025Q1: 147,114 shares; 2025Q2: 143,637 shares; 2025Q3: 151,713 shares; 2025Q4: 156,945 shares; 2026Q1: 38,542 shares 38,542 $7.1M 0.48% -118,403 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: 22,736 shares; 2024Q4: 22,337 shares; 2025Q1: 26,372 shares; 2025Q2: 29,326 shares; 2025Q3: 29,078 shares; 2025Q4: 28,901 shares; 2026Q1: 28,099 shares 28,099 $5.93M 0.4% -802 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: 10,254 shares; 2024Q4: 10,778 shares; 2025Q1: 11,465 shares; 2025Q2: 12,210 shares; 2025Q3: 13,154 shares; 2025Q4: 15,215 shares; 2026Q1: 15,590 shares 15,590 $5.77M 0.39% +375 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: 15,862 shares; 2024Q4: 17,691 shares; 2025Q1: 17,669 shares; 2025Q2: 18,483 shares; 2025Q3: 15,984 shares; 2025Q4: 23,914 shares; 2026Q1: 24,679 shares 24,679 $5.14M 0.35% +765 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: 9,398 shares; 2024Q4: 22,827 shares; 2025Q1: 13,002 shares; 2025Q2: 11,836 shares; 2025Q3: 12,440 shares; 2025Q4: 13,304 shares; 2026Q1: 13,454 shares 13,454 $5M 0.34% +150 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: 18,182 shares; 2024Q4: 17,802 shares; 2025Q1: 24,747 shares; 2025Q2: 20,573 shares; 2025Q3: 19,662 shares; 2025Q4: 19,479 shares; 2026Q1: 19,149 shares 19,149 $4.16M 0.28% -330 Timeline IDHQ 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: 50,410 shares; 2024Q4: 89,272 shares; 2025Q1: 79,001 shares; 2025Q2: 126,419 shares; 2025Q3: 121,553 shares; 2025Q4: 118,054 shares; 2026Q1: 111,369 shares 111,369 $3.94M 0.27% -6,685 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,978 shares; 2024Q4: 31,530 shares; 2025Q1: 30,968 shares; 2025Q2: 28,494 shares; 2025Q3: 27,535 shares; 2025Q4: 26,681 shares; 2026Q1: 26,096 shares 26,096 $3.8M 0.26% -585 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: 47,924 shares; 2024Q4: 63,874 shares; 2025Q1: 50,366 shares; 2025Q2: 49,829 shares; 2025Q3: 45,086 shares; 2025Q4: 45,127 shares; 2026Q1: 43,599 shares 43,599 $3.7M 0.25% -1,528 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: 12,861 shares; 2024Q4: 12,887 shares; 2025Q1: 13,283 shares; 2025Q2: 13,358 shares; 2025Q3: 13,687 shares; 2025Q4: 11,847 shares; 2026Q1: 12,097 shares 12,097 $3.56M 0.24% +250 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: 7,898 shares; 2024Q4: 8,558 shares; 2025Q1: 9,898 shares; 2025Q2: 8,875 shares; 2025Q3: 9,751 shares; 2025Q4: 10,744 shares; 2026Q1: 12,103 shares 12,103 $3.48M 0.24% +1,359 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: 58,873 shares; 2024Q4: 64,106 shares; 2025Q1: 56,901 shares; 2025Q2: 55,736 shares; 2025Q3: 53,350 shares; 2025Q4: 52,519 shares; 2026Q1: 49,694 shares 49,694 $3.47M 0.24% -2,825 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: 35,501 shares; 2024Q4: 35,504 shares; 2025Q1: 35,547 shares; 2025Q2: 34,735 shares; 2025Q3: 34,752 shares; 2025Q4: 28,783 shares; 2026Q1: 28,814 shares 28,814 $3.42M 0.23% +31 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: 4,337 shares; 2024Q4: 4,201 shares; 2025Q1: 4,370 shares; 2025Q2: 4,757 shares; 2025Q3: 4,996 shares; 2025Q4: 5,537 shares; 2026Q1: 5,626 shares 5,626 $3.22M 0.22% +89 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: 8,480 shares; 2024Q4: 8,984 shares; 2025Q1: 12,624 shares; 2025Q2: 11,380 shares; 2025Q3: 11,023 shares; 2025Q4: 10,976 shares; 2026Q1: 10,612 shares 10,612 $3.21M 0.22% -364 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: 6,650 shares; 2024Q4: 6,565 shares; 2025Q1: 6,364 shares; 2025Q2: 6,046 shares; 2025Q3: 9,495 shares; 2025Q4: 9,152 shares; 2026Q1: 9,520 shares 9,520 $3.05M 0.21% +368 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: 45,065 shares; 2024Q4: 48,934 shares; 2025Q1: 45,813 shares; 2025Q2: 51,237 shares; 2025Q3: 51,109 shares; 2025Q4: 51,436 shares; 2026Q1: 55,561 shares 55,561 $3M 0.2% +4,125 Timeline BUFR 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: 54,182 shares; 2024Q4: 82,550 shares; 2025Q1: 82,550 shares; 2025Q2: 82,750 shares; 2025Q3: 82,750 shares; 2025Q4: 82,750 shares; 2026Q1: 88,297 shares 88,297 $2.98M 0.2% +5,547 Timeline RWR 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: 40,750 shares; 2024Q4: 40,730 shares; 2025Q1: 35,948 shares; 2025Q2: 32,117 shares; 2025Q3: 31,486 shares; 2025Q4: 30,207 shares; 2026Q1: 28,280 shares 28,280 $2.86M 0.19% -1,927 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: 1,758 shares; 2024Q4: 4,496 shares; 2025Q1: 4,332 shares; 2025Q2: 4,126 shares; 2025Q3: 4,141 shares; 2025Q4: 4,135 shares; 2026Q1: 4,145 shares 4,145 $2.71M 0.18% +10 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: 36,341 shares; 2024Q4: 35,534 shares; 2025Q1: 34,804 shares; 2025Q2: 35,143 shares; 2025Q3: 34,817 shares; 2025Q4: 34,474 shares; 2026Q1: 34,827 shares 34,827 $2.62M 0.18% +353 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,120 shares; 2024Q4: 57,278 shares; 2025Q1: 55,171 shares; 2025Q2: 48,583 shares; 2025Q3: 44,877 shares; 2025Q4: 43,370 shares; 2026Q1: 40,720 shares 40,720 $2.61M 0.18% -2,650 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: 5,693 shares; 2024Q4: 5,703 shares; 2025Q1: 5,730 shares; 2025Q2: 5,775 shares; 2025Q3: 5,729 shares; 2025Q4: 5,830 shares; 2026Q1: 5,658 shares 5,658 $2.61M 0.18% -172 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: 28,032 shares; 2024Q4: 26,354 shares; 2025Q1: 20,954 shares; 2025Q2: 20,239 shares; 2025Q3: 18,885 shares; 2025Q4: 18,285 shares; 2026Q1: 17,883 shares 17,883 $2.61M 0.18% -402 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: 2,126 shares; 2024Q4: 3,167 shares; 2025Q1: 3,077 shares; 2025Q2: 3,147 shares; 2025Q3: 3,380 shares; 2025Q4: 3,459 shares; 2026Q1: 4,295 shares 4,295 $2.57M 0.17% +836 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: 1,851 shares; 2024Q4: 1,853 shares; 2025Q1: 8,967 shares; 2025Q2: 9,847 shares; 2025Q3: 9,503 shares; 2025Q4: 9,533 shares; 2026Q1: 9,492 shares 9,492 $2.26M 0.15% -41 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: 44,561 shares; 2024Q4: 42,884 shares; 2025Q1: 43,327 shares; 2025Q2: 44,322 shares; 2025Q3: 43,213 shares; 2025Q4: 45,369 shares; 2026Q1: 43,987 shares 43,987 $2.14M 0.15% -1,382 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: 8,629 shares; 2024Q4: 8,598 shares; 2025Q1: 9,587 shares; 2025Q2: 9,960 shares; 2025Q3: 10,252 shares; 2025Q4: 12,649 shares; 2026Q1: 17,059 shares 17,059 $2.12M 0.14% +4,410 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: 3,754 shares; 2024Q4: 3,306 shares; 2025Q1: 3,559 shares; 2025Q2: 3,498 shares; 2025Q3: 3,616 shares; 2025Q4: 3,123 shares; 2026Q1: 3,207 shares 3,207 $2.09M 0.14% +84 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: 3,232 shares; 2025Q4: 3,878 shares; 2026Q1: 5,998 shares 5,998 $2.03M 0.14% +2,120 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: 14,540 shares; 2024Q4: 15,645 shares; 2025Q1: 14,542 shares; 2025Q2: 13,900 shares; 2025Q3: 13,199 shares; 2025Q4: 12,882 shares; 2026Q1: 10,658 shares 10,658 $2.02M 0.14% -2,224 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: 1,865 shares; 2024Q4: 1,925 shares; 2025Q1: 2,386 shares; 2025Q2: 3,158 shares; 2025Q3: 3,193 shares; 2025Q4: 3,600 shares; 2026Q1: 4,189 shares 4,189 $2.01M 0.14% +589 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,843 shares; 2025Q1: 3,254 shares; 2025Q2: 3,788 shares; 2025Q3: 4,146 shares; 2025Q4: 5,079 shares; 2026Q1: 6,009 shares 6,009 $1.86M 0.13% +930 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: 26,205 shares; 2024Q4: 26,205 shares; 2025Q1: 26,205 shares; 2025Q2: 26,205 shares; 2025Q3: 24,088 shares; 2025Q4: 24,117 shares; 2026Q1: 24,118 shares 24,118 $1.71M 0.12% +1 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 9,015 shares; 2025Q1: 12,626 shares; 2025Q2: 15,491 shares; 2025Q3: 17,746 shares; 2025Q4: 17,713 shares; 2026Q1: 18,184 shares 18,184 $1.65M 0.11% +471 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: 3,092 shares; 2024Q4: 3,115 shares; 2025Q1: 3,204 shares; 2025Q2: 3,382 shares; 2025Q3: 4,718 shares; 2025Q4: 4,661 shares; 2026Q1: 4,669 shares 4,669 $1.54M 0.1% +8 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,545 shares; 2024Q4: 18,119 shares; 2025Q1: 22,775 shares; 2025Q2: 30,075 shares; 2025Q3: 36,879 shares; 2025Q4: 36,425 shares; 2026Q1: 33,510 shares 33,510 $1.52M 0.1% -2,915 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: 426,440 shares; 2024Q4: 95,646 shares; 2025Q1: 38,466 shares; 2025Q2: 37,659 shares; 2025Q3: 38,074 shares; 2025Q4: 36,336 shares; 2026Q1: 31,278 shares 31,278 $1.5M 0.1% -5,058 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,044 shares; 2024Q4: 30,013 shares; 2025Q1: 23,107 shares; 2025Q2: 22,909 shares; 2025Q3: 19,881 shares; 2025Q4: 19,431 shares; 2026Q1: 18,893 shares 18,893 $1.48M 0.1% -538 Timeline QCJL 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: 22,523 shares; 2024Q4: not reported; 2025Q1: 24,039 shares; 2025Q2: 23,677 shares; 2025Q3: 62,579 shares; 2025Q4: 62,531 shares; 2026Q1: 62,207 shares 62,207 $1.46M 0.1% -324 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,234 shares; 2025Q1: 2,087 shares; 2025Q2: 2,147 shares; 2025Q3: 2,053 shares; 2025Q4: 2,107 shares; 2026Q1: 2,047 shares 2,047 $1.43M 0.1% -60 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: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 3,149 shares; 2025Q2: 3,577 shares; 2025Q3: 3,438 shares; 2025Q4: 3,388 shares; 2026Q1: 3,339 shares 3,339 $1.42M 0.1% -49 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: not reported; 2024Q4: not reported; 2025Q1: 2,978 shares; 2025Q2: 5,717 shares; 2025Q3: 9,147 shares; 2025Q4: 12,330 shares; 2026Q1: 12,933 shares 12,933 $1.37M 0.09% +603 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,854 shares; 2024Q4: 33,422 shares; 2025Q1: 33,422 shares; 2025Q2: 28,593 shares; 2025Q3: 28,556 shares; 2025Q4: 28,587 shares; 2026Q1: 29,295 shares 29,295 $1.37M 0.09% +708 Timeline BIL 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: 56,294 shares; 2024Q4: 28,857 shares; 2025Q1: 25,287 shares; 2025Q2: 17,015 shares; 2025Q3: 14,515 shares; 2025Q4: 13,581 shares; 2026Q1: 14,825 shares 14,825 $1.36M 0.09% +1,244 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: 6,746 shares; 2024Q4: 6,516 shares; 2025Q1: 10,459 shares; 2025Q2: 11,743 shares; 2025Q3: 14,392 shares; 2025Q4: 14,145 shares; 2026Q1: 14,032 shares 14,032 $1.34M 0.09% -113 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: 5,507 shares; 2024Q4: 5,453 shares; 2025Q1: 5,464 shares; 2025Q2: 5,804 shares; 2025Q3: 6,089 shares; 2025Q4: 3,605 shares; 2026Q1: 3,841 shares 3,841 $1.31M 0.09% +236 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 7,140 shares; 2025Q1: 7,934 shares; 2025Q2: 6,248 shares; 2025Q3: 5,616 shares; 2025Q4: 5,501 shares; 2026Q1: 5,002 shares 5,002 $1.29M 0.09% -499 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: 80,274 shares; 2024Q4: 80,374 shares; 2025Q1: 28,398 shares; 2025Q2: 13,422 shares; 2025Q3: 12,625 shares; 2025Q4: 23,467 shares; 2026Q1: 20,622 shares 20,622 $1.26M 0.09% -2,845 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: 8,754 shares; 2025Q2: 13,726 shares; 2025Q3: 17,278 shares; 2025Q4: 22,617 shares; 2026Q1: 22,187 shares 22,187 $1.26M 0.09% -430 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: 739 shares; 2024Q4: 883 shares; 2025Q1: 968 shares; 2025Q2: 984 shares; 2025Q3: 1,083 shares; 2025Q4: 1,254 shares; 2026Q1: 1,324 shares 1,324 $1.22M 0.08% +70 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 1,998 shares; 2026Q1: 11,963 shares 11,963 $1.2M 0.08% +9,965 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 448 shares; 2025Q1: 454 shares; 2025Q2: 463 shares; 2025Q3: 466 shares; 2025Q4: 470 shares; 2026Q1: 1,191 shares 1,191 $1.17M 0.08% +721 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: 2,852 shares; 2024Q4: 2,824 shares; 2025Q1: 3,345 shares; 2025Q2: 3,502 shares; 2025Q3: 3,692 shares; 2025Q4: 4,285 shares; 2026Q1: 4,608 shares 4,608 $1.13M 0.08% +323 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: 25,186 shares; 2024Q4: 23,584 shares; 2025Q1: 23,187 shares; 2025Q2: 21,213 shares; 2025Q3: 18,121 shares; 2025Q4: 16,329 shares; 2026Q1: 14,834 shares 14,834 $1.1M 0.08% -1,495 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: 2,049 shares; 2024Q4: 2,061 shares; 2025Q1: 2,297 shares; 2025Q2: 2,086 shares; 2025Q3: 2,607 shares; 2025Q4: 2,802 shares; 2026Q1: 5,147 shares 5,147 $1.06M 0.07% +2,345 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: 2,982 shares; 2024Q4: 3,699 shares; 2025Q1: 4,588 shares; 2025Q2: 4,039 shares; 2025Q3: 4,937 shares; 2025Q4: 5,970 shares; 2026Q1: 6,263 shares 6,263 $1.06M 0.07% +293 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 56,501 shares 56,501 $1.06M 0.07% new 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: 11,456 shares; 2024Q4: 12,442 shares; 2025Q1: 11,086 shares; 2025Q2: 14,438 shares; 2025Q3: 20,029 shares; 2025Q4: 20,306 shares; 2026Q1: 21,896 shares 21,896 $1.04M 0.07% +1,590 Timeline PFF 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: 647,091 shares; 2024Q4: 72,378 shares; 2025Q1: 41,639 shares; 2025Q2: 37,389 shares; 2025Q3: 38,143 shares; 2025Q4: 35,229 shares; 2026Q1: 33,726 shares 33,726 $1.02M 0.07% -1,503 Timeline DJAN 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: 23,386 shares 23,386 $995K 0.07% new Timeline QCJA 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: 45,845 shares 45,845 $988K 0.07% new Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 13,106 shares; 2025Q1: 11,622 shares; 2025Q2: 15,399 shares; 2025Q3: 20,961 shares; 2025Q4: 21,218 shares; 2026Q1: 20,212 shares 20,212 $959K 0.07% -1,006 Timeline DJUL 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: 20,379 shares; 2025Q4: 20,379 shares; 2026Q1: 20,373 shares 20,373 $952K 0.06% -6 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 15,335 shares; 2025Q1: 15,337 shares; 2025Q2: 14,516 shares; 2025Q3: 14,516 shares; 2025Q4: 14,516 shares; 2026Q1: 14,516 shares 14,516 $907K 0.06% 0 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: not reported; 2024Q4: 2,455 shares; 2025Q1: 2,461 shares; 2025Q2: 2,427 shares; 2025Q3: 2,446 shares; 2025Q4: 2,439 shares; 2026Q1: 2,526 shares 2,526 $901K 0.06% +87 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,361 shares; 2025Q1: 12,388 shares; 2025Q2: 12,363 shares; 2025Q3: 12,363 shares; 2025Q4: 12,361 shares; 2026Q1: 16,665 shares 16,665 $862K 0.06% +4,304 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: 17,654 shares; 2024Q4: 17,655 shares; 2025Q1: 17,655 shares; 2025Q2: 17,426 shares; 2025Q3: 17,426 shares; 2025Q4: 17,426 shares; 2026Q1: 17,426 shares 17,426 $844K 0.06% 0 Timeline QCOC 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: 37,840 shares; 2026Q1: 37,840 shares 37,840 $832K 0.06% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,595 shares; 2025Q2: 4,389 shares; 2025Q3: 3,908 shares; 2025Q4: 3,864 shares; 2026Q1: 3,858 shares 3,858 $824K 0.06% -6 Timeline DWM 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: 14,157 shares; 2024Q4: 13,970 shares; 2025Q1: 11,527 shares; 2025Q2: 11,642 shares; 2025Q3: 11,491 shares; 2025Q4: 11,601 shares; 2026Q1: 11,646 shares 11,646 $814K 0.06% +45 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,236 shares; 2025Q1: 4,305 shares; 2025Q2: 4,265 shares; 2025Q3: 4,612 shares; 2025Q4: 5,409 shares; 2026Q1: 5,232 shares 5,232 $813K 0.06% -177 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: 5,990 shares; 2024Q4: 5,993 shares; 2025Q1: 6,038 shares; 2025Q2: 5,583 shares; 2025Q3: 10,140 shares; 2025Q4: 10,241 shares; 2026Q1: 10,216 shares 10,216 $788K 0.05% -25 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: 19,965 shares; 2024Q4: 19,923 shares; 2025Q1: 19,924 shares; 2025Q2: 18,188 shares; 2025Q3: 15,680 shares; 2025Q4: 15,816 shares; 2026Q1: 15,872 shares 15,872 $784K 0.05% +56 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: 786 shares; 2025Q3: 970 shares; 2025Q4: 1,272 shares; 2026Q1: 1,795 shares 1,795 $772K 0.05% +523 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 31,361 shares; 2025Q4: 30,365 shares; 2026Q1: 30,105 shares 30,105 $772K 0.05% -260 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 7,558 shares; 2025Q1: 9,493 shares; 2025Q2: 9,832 shares; 2025Q3: 10,992 shares; 2025Q4: 11,678 shares; 2026Q1: 12,994 shares 12,994 $767K 0.05% +1,316 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: 6,851 shares; 2024Q4: 6,079 shares; 2025Q1: 4,892 shares; 2025Q2: 4,942 shares; 2025Q3: 4,942 shares; 2025Q4: 4,940 shares; 2026Q1: 5,302 shares 5,302 $755K 0.05% +362 Timeline DDEC 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: 16,603 shares; 2026Q1: 16,603 shares 16,603 $735K 0.05% 0 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: 2,859 shares; 2025Q4: 3,438 shares; 2026Q1: 3,467 shares 3,467 $721K 0.05% +29 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,965 shares; 2024Q4: 11,482 shares; 2025Q1: 11,400 shares; 2025Q2: 11,837 shares; 2025Q3: 11,787 shares; 2025Q4: 11,320 shares; 2026Q1: 9,705 shares 9,705 $716K 0.05% -1,615 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: 634 shares; 2024Q4: 519 shares; 2025Q1: 648 shares; 2025Q2: 737 shares; 2025Q3: 770 shares; 2025Q4: 6,724 shares; 2026Q1: 7,422 shares 7,422 $714K 0.05% +698 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: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,881 shares; 2025Q2: 2,881 shares; 2025Q3: 2,822 shares; 2025Q4: 3,020 shares; 2026Q1: 3,090 shares 3,090 $710K 0.05% +70 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: 20,575 shares; 2024Q4: 20,575 shares; 2025Q1: 20,275 shares; 2025Q2: 20,149 shares; 2025Q3: 20,149 shares; 2025Q4: 19,897 shares; 2026Q1: 21,496 shares 21,496 $708K 0.05% +1,599 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: 17,070 shares; 2024Q4: 38,036 shares; 2025Q1: 34,945 shares; 2025Q2: 32,455 shares; 2025Q3: 31,408 shares; 2025Q4: 31,066 shares; 2026Q1: 27,264 shares 27,264 $699K 0.05% -3,802 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: not reported; 2024Q4: 7,551 shares; 2025Q1: 7,604 shares; 2025Q2: 7,687 shares; 2025Q3: 8,572 shares; 2025Q4: 8,691 shares; 2026Q1: 8,436 shares 8,436 $698K 0.05% -255 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: 1,671 shares; 2024Q4: 1,636 shares; 2025Q1: 1,852 shares; 2025Q2: 1,770 shares; 2025Q3: 1,838 shares; 2025Q4: 1,954 shares; 2026Q1: 2,203 shares 2,203 $684K 0.05% +249 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: 7,422 shares; 2024Q4: 11,788 shares; 2025Q1: 11,257 shares; 2025Q2: 9,443 shares; 2025Q3: 9,733 shares; 2025Q4: 10,046 shares; 2026Q1: 10,108 shares 10,108 $683K 0.05% +62 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: 835 shares; 2024Q4: 828 shares; 2025Q1: 855 shares; 2025Q2: 644 shares; 2025Q3: 654 shares; 2025Q4: 644 shares; 2026Q1: 1,000 shares 1,000 $682K 0.05% +356 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: 398 shares; 2024Q4: 386 shares; 2025Q1: 426 shares; 2025Q2: 403 shares; 2025Q3: 367 shares; 2025Q4: 361 shares; 2026Q1: 509 shares 509 $672K 0.05% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 935 shares 935 $662K 0.05% +412 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: 1,393 shares; 2024Q4: 1,468 shares; 2025Q1: 1,622 shares; 2025Q2: 1,969 shares; 2025Q3: 1,950 shares; 2025Q4: 2,202 shares; 2026Q1: 2,187 shares 2,187 $661K 0.05% -15 Timeline EEMS 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: 16,365 shares; 2024Q4: 16,067 shares; 2025Q1: 15,112 shares; 2025Q2: 12,120 shares; 2025Q3: 11,348 shares; 2025Q4: 10,720 shares; 2026Q1: 9,549 shares 9,549 $661K 0.05% -1,171 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: 2,393 shares; 2024Q4: 2,362 shares; 2025Q1: 2,616 shares; 2025Q2: 2,649 shares; 2025Q3: 2,792 shares; 2025Q4: 2,954 shares; 2026Q1: 3,011 shares 3,011 $655K 0.04% +57 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: 454 shares; 2024Q4: 480 shares; 2025Q1: 509 shares; 2025Q2: 557 shares; 2025Q3: 564 shares; 2025Q4: 632 shares; 2026Q1: 772 shares 772 $653K 0.04% +140 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 8,003 shares; 2025Q1: 8,003 shares; 2025Q2: 7,981 shares; 2025Q3: 7,981 shares; 2025Q4: 7,981 shares; 2026Q1: 7,831 shares 7,831 $617K 0.04% -150 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: 12,464 shares; 2024Q4: 10,474 shares; 2025Q1: 9,425 shares; 2025Q2: 9,512 shares; 2025Q3: 10,556 shares; 2025Q4: 13,461 shares; 2026Q1: 13,781 shares 13,781 $608K 0.04% +320 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: 15,434 shares; 2024Q4: 14,693 shares; 2025Q1: 11,864 shares; 2025Q2: 11,423 shares; 2025Q3: 13,201 shares; 2025Q4: 12,914 shares; 2026Q1: 13,092 shares 13,092 $595K 0.04% +178 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: 1,764 shares; 2025Q4: 2,116 shares; 2026Q1: 2,170 shares 2,170 $587K 0.04% +54 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: 6,159 shares; 2024Q4: 5,496 shares; 2025Q1: 5,643 shares; 2025Q2: 5,567 shares; 2025Q3: 5,703 shares; 2025Q4: 6,489 shares; 2026Q1: 7,522 shares 7,522 $584K 0.04% +1,033 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: 689 shares; 2024Q4: 687 shares; 2025Q1: 690 shares; 2025Q2: 723 shares; 2025Q3: 701 shares; 2025Q4: 937 shares; 2026Q1: 949 shares 949 $573K 0.04% +12 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: not reported; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 2,398 shares; 2025Q4: 3,880 shares; 2026Q1: 3,816 shares 3,816 $558K 0.04% -64 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: not reported; 2024Q4: not reported; 2025Q1: 7,041 shares; 2025Q2: 6,640 shares; 2025Q3: 7,716 shares; 2025Q4: 7,710 shares; 2026Q1: 7,317 shares 7,317 $539K 0.04% -393 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: 2,767 shares; 2024Q4: 2,702 shares; 2025Q1: 3,020 shares; 2025Q2: 2,785 shares; 2025Q3: 3,182 shares; 2025Q4: 4,361 shares; 2026Q1: 4,426 shares 4,426 $533K 0.04% +65 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: 1,950 shares; 2024Q4: 2,184 shares; 2025Q1: 2,231 shares; 2025Q2: 2,200 shares; 2025Q3: 2,228 shares; 2025Q4: 2,275 shares; 2026Q1: 2,652 shares 2,652 $528K 0.04% +377 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: 908 shares; 2024Q4: 904 shares; 2025Q1: 1,198 shares; 2025Q2: 1,149 shares; 2025Q3: 1,232 shares; 2025Q4: 1,560 shares; 2026Q1: 1,444 shares 1,444 $514K 0.04% -116 Timeline GOVT 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: 19,222 shares; 2025Q1: 20,100 shares; 2025Q2: 20,252 shares; 2025Q3: 20,402 shares; 2025Q4: 20,618 shares; 2026Q1: 21,848 shares 21,848 $501K 0.03% +1,230 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,600 shares; 2025Q1: 2,652 shares; 2025Q2: 2,774 shares; 2025Q3: 2,843 shares; 2025Q4: 3,358 shares; 2026Q1: 3,291 shares 3,291 $484K 0.03% -67 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,748 shares; 2025Q2: 8,952 shares; 2025Q3: 11,255 shares; 2025Q4: 11,231 shares; 2026Q1: 10,589 shares 10,589 $477K 0.03% -642 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: 8,811 shares; 2024Q4: 8,675 shares; 2025Q1: 8,739 shares; 2025Q2: 8,032 shares; 2025Q3: 8,022 shares; 2025Q4: 8,019 shares; 2026Q1: 7,778 shares 7,778 $461K 0.03% -241 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: 4,092 shares; 2025Q2: 4,517 shares; 2025Q3: 4,220 shares; 2025Q4: 5,507 shares; 2026Q1: 5,998 shares 5,998 $456K 0.03% +491 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 7,000 shares 7,000 $452K 0.03% 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: 3,156 shares; 2024Q4: 3,671 shares; 2025Q1: 3,809 shares; 2025Q2: 3,562 shares; 2025Q3: 3,452 shares; 2025Q4: 3,884 shares; 2026Q1: 4,624 shares 4,624 $446K 0.03% +740 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: not reported; 2024Q4: not reported; 2025Q1: 2,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,861 shares; 2026Q1: 3,350 shares 3,350 $442K 0.03% +489 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: 1,737 shares; 2025Q3: 1,821 shares; 2025Q4: 1,952 shares; 2026Q1: 2,167 shares 2,167 $441K 0.03% +215 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: 3,491 shares; 2024Q4: 3,370 shares; 2025Q1: 3,498 shares; 2025Q2: 3,680 shares; 2025Q3: 3,545 shares; 2025Q4: 3,813 shares; 2026Q1: 3,391 shares 3,391 $437K 0.03% -422 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: 1,721 shares; 2026Q1: 2,365 shares 2,365 $431K 0.03% +644 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,676 shares; 2025Q1: 1,698 shares; 2025Q2: 1,708 shares; 2025Q3: 1,766 shares; 2025Q4: 1,946 shares; 2026Q1: 1,972 shares 1,972 $427K 0.03% +26 Timeline GBIL 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: 2,273 shares; 2025Q3: 2,215 shares; 2025Q4: 3,432 shares; 2026Q1: 4,221 shares 4,221 $423K 0.03% +789 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: 2,579 shares; 2024Q4: 2,766 shares; 2025Q1: 3,126 shares; 2025Q2: 2,641 shares; 2025Q3: 2,817 shares; 2025Q4: 3,406 shares; 2026Q1: 2,894 shares 2,894 $418K 0.03% -512 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: not reported; 2024Q4: 10,981 shares; 2025Q1: 10,053 shares; 2025Q2: 9,530 shares; 2025Q3: 13,043 shares; 2025Q4: 13,236 shares; 2026Q1: 14,305 shares 14,305 $417K 0.03% +1,069 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: 28,090 shares; 2024Q4: 13,334 shares; 2025Q1: 12,634 shares; 2025Q2: 12,634 shares; 2025Q3: 12,634 shares; 2025Q4: 12,634 shares; 2026Q1: 12,178 shares 12,178 $414K 0.03% -456 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: 354 shares; 2024Q4: not reported; 2025Q1: 1,428 shares; 2025Q2: 1,219 shares; 2025Q3: 1,334 shares; 2025Q4: 1,535 shares; 2026Q1: 1,528 shares 1,528 $413K 0.03% -7 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,011 shares; 2025Q1: 13,041 shares; 2025Q2: 13,078 shares; 2025Q3: 13,120 shares; 2025Q4: 13,164 shares; 2026Q1: 13,284 shares 13,284 $411K 0.03% +120 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: 4,127 shares; 2024Q4: 11,613 shares; 2025Q1: 11,628 shares; 2025Q2: 11,912 shares; 2025Q3: 11,638 shares; 2025Q4: 11,852 shares; 2026Q1: 15,463 shares 15,463 $396K 0.03% +3,611 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 583 shares; 2025Q1: 567 shares; 2025Q2: 565 shares; 2025Q3: 567 shares; 2025Q4: 573 shares; 2026Q1: 542 shares 542 $395K 0.03% -31 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 608 shares 608 $386K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,337 shares; 2025Q1: 3,031 shares; 2025Q2: 2,852 shares; 2025Q3: 2,646 shares; 2025Q4: 2,451 shares; 2026Q1: 2,266 shares 2,266 $383K 0.03% -185 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: 2,253 shares; 2024Q4: 1,772 shares; 2025Q1: 1,295 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,271 shares; 2026Q1: 1,329 shares 1,329 $382K 0.03% +58 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: 2,703 shares; 2025Q3: 2,503 shares; 2025Q4: 3,200 shares; 2026Q1: 3,258 shares 3,258 $370K 0.03% +58 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $368K 0.03% 0 Timeline MDYV 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: 6,592 shares; 2025Q1: 6,612 shares; 2025Q2: 4,644 shares; 2025Q3: 4,474 shares; 2025Q4: 4,485 shares; 2026Q1: 4,244 shares 4,244 $361K 0.02% -241 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: 747 shares; 2025Q4: 780 shares; 2026Q1: 1,068 shares 1,068 $361K 0.02% +288 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 1,260 shares 1,260 $357K 0.02% +417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,201 shares; 2025Q4: 1,701 shares; 2026Q1: 1,838 shares 1,838 $355K 0.02% +137 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: 5,258 shares; 2024Q4: 5,240 shares; 2025Q1: 5,252 shares; 2025Q2: 4,865 shares; 2025Q3: 4,304 shares; 2025Q4: 4,284 shares; 2026Q1: 4,453 shares 4,453 $352K 0.02% +169 Timeline DNOV 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: 7,284 shares; 2026Q1: 7,284 shares 7,284 $349K 0.02% 0 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: 4,611 shares; 2024Q4: 9,004 shares; 2025Q1: 8,896 shares; 2025Q2: 5,947 shares; 2025Q3: 5,255 shares; 2025Q4: 5,116 shares; 2026Q1: 6,106 shares 6,106 $347K 0.02% +990 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: not reported; 2025Q3: not reported; 2025Q4: 1,099 shares; 2026Q1: 1,065 shares 1,065 $347K 0.02% -34 Timeline SPTS 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: 13,170 shares; 2025Q1: 18,265 shares; 2025Q2: 18,469 shares; 2025Q3: 13,588 shares; 2025Q4: 13,307 shares; 2026Q1: 11,870 shares 11,870 $346K 0.02% -1,437 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 4,641 shares; 2025Q1: 4,514 shares; 2025Q2: 4,032 shares; 2025Q3: 4,029 shares; 2025Q4: 4,023 shares; 2026Q1: 3,582 shares 3,582 $346K 0.02% -441 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,828 shares; 2024Q4: 9,525 shares; 2025Q1: 6,598 shares; 2025Q2: 7,269 shares; 2025Q3: 9,042 shares; 2025Q4: 9,029 shares; 2026Q1: 8,828 shares 8,828 $342K 0.02% -201 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: not reported; 2025Q4: 5,472 shares; 2026Q1: 8,616 shares 8,616 $331K 0.02% +3,144 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,045 shares; 2025Q1: 1,250 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,150 shares; 2026Q1: 1,032 shares 1,032 $324K 0.02% -118 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares 369 $322K 0.02% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 9,522 shares; 2025Q1: 9,530 shares; 2025Q2: 8,519 shares; 2025Q3: 7,828 shares; 2025Q4: 9,336 shares; 2026Q1: 9,065 shares 9,065 $322K 0.02% -271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 835 shares; 2025Q4: 1,007 shares; 2026Q1: 1,317 shares 1,317 $319K 0.02% +310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares 3,428 $318K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,811 shares 12,811 $317K 0.02% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares; 2026Q1: 5,943 shares 5,943 $314K 0.02% 0 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: not reported; 2025Q3: 4,012 shares; 2025Q4: 4,409 shares; 2026Q1: 4,349 shares 4,349 $313K 0.02% -60 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,337 shares; 2025Q4: 1,366 shares; 2026Q1: 1,614 shares 1,614 $310K 0.02% +248 Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,362 shares; 2024Q4: 18,862 shares; 2025Q1: 18,862 shares; 2025Q2: 18,862 shares; 2025Q3: 18,862 shares; 2025Q4: 17,564 shares; 2026Q1: 16,179 shares 16,179 $308K 0.02% -1,385 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: 320 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 343 shares 343 $307K 0.02% +20 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 6,059 shares 6,059 $307K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,428 shares; 2025Q2: 7,827 shares; 2025Q3: 8,170 shares; 2025Q4: 9,014 shares; 2026Q1: 10,553 shares 10,553 $306K 0.02% +1,539 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares 864 $304K 0.02% new Timeline QGRW 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: 5,040 shares; 2024Q4: not reported; 2025Q1: 5,396 shares; 2025Q2: 5,484 shares; 2025Q3: 5,243 shares; 2025Q4: 5,274 shares; 2026Q1: 5,678 shares 5,678 $303K 0.02% +404 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: 453 shares; 2024Q4: 417 shares; 2025Q1: 470 shares; 2025Q2: 599 shares; 2025Q3: 623 shares; 2025Q4: 788 shares; 2026Q1: 604 shares 604 $302K 0.02% -184 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: 976 shares; 2025Q1: 1,105 shares; 2025Q2: 1,074 shares; 2025Q3: 1,029 shares; 2025Q4: 1,357 shares; 2026Q1: 1,509 shares 1,509 $299K 0.02% +152 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: 1,217 shares; 2024Q4: 1,233 shares; 2025Q1: 1,411 shares; 2025Q2: 1,112 shares; 2025Q3: 963 shares; 2025Q4: not reported; 2026Q1: 1,294 shares 1,294 $292K 0.02% new Timeline MAZE MAZE THERAPEUTICS INC More: the full row for MAZE THERAPEUTICS 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: 10,030 shares; 2026Q1: 9,639 shares 9,639 $288K 0.02% -391 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: 1,214 shares; 2024Q4: 1,146 shares; 2025Q1: 1,273 shares; 2025Q2: 1,212 shares; 2025Q3: 1,277 shares; 2025Q4: 1,447 shares; 2026Q1: 1,162 shares 1,162 $283K 0.02% -285 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: 5,816 shares; 2025Q4: 7,448 shares; 2026Q1: 4,566 shares 4,566 $277K 0.02% -2,882 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: 7,578 shares; 2024Q4: 9,668 shares; 2025Q1: 6,793 shares; 2025Q2: 6,218 shares; 2025Q3: 5,485 shares; 2025Q4: 5,505 shares; 2026Q1: 5,516 shares 5,516 $275K 0.02% +11 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: 1,263 shares; 2025Q4: 1,495 shares; 2026Q1: 1,659 shares 1,659 $273K 0.02% +164 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,667 shares; 2026Q1: 3,639 shares 3,639 $266K 0.02% -28 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,414 shares; 2026Q1: 17,655 shares 17,655 $266K 0.02% -759 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $264K 0.02% new 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: 1,675 shares; 2026Q1: 2,140 shares 2,140 $263K 0.02% +465 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 673 shares 673 $261K 0.02% new 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: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 2,583 shares; 2025Q3: 2,572 shares; 2025Q4: 2,748 shares; 2026Q1: 2,642 shares 2,642 $259K 0.02% -106 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: 1,091 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,166 shares; 2025Q3: 1,158 shares; 2025Q4: 1,159 shares; 2026Q1: 1,204 shares 1,204 $257K 0.02% +45 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: 2,193 shares; 2024Q4: not reported; 2025Q1: 2,046 shares; 2025Q2: 2,070 shares; 2025Q3: 2,104 shares; 2025Q4: 2,081 shares; 2026Q1: 2,581 shares 2,581 $256K 0.02% +500 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: 467 shares; 2025Q2: 453 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 453 shares 453 $255K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,772 shares; 2025Q1: 7,854 shares; 2025Q2: 7,214 shares; 2025Q3: 7,211 shares; 2025Q4: 7,314 shares; 2026Q1: 8,698 shares 8,698 $250K 0.02% +1,384 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: 570 shares; 2025Q3: 575 shares; 2025Q4: 564 shares; 2026Q1: 596 shares 596 $248K 0.02% +32 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: 681 shares; 2025Q3: 812 shares; 2025Q4: 820 shares; 2026Q1: 881 shares 881 $242K 0.02% +61 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,811 shares 4,811 $241K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 766 shares; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 867 shares; 2025Q4: 863 shares; 2026Q1: 869 shares 869 $241K 0.02% +6 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: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,508 shares 1,508 $241K 0.02% +44 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: not reported; 2024Q4: 1,766 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,944 shares; 2026Q1: 1,930 shares 1,930 $240K 0.02% -14 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,336 shares; 2026Q1: 3,240 shares 3,240 $237K 0.02% -96 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares 2,305 $236K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,517 shares 1,517 $235K 0.02% +78 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 5,905 shares; 2025Q1: not reported; 2025Q2: 4,328 shares; 2025Q3: 5,246 shares; 2025Q4: 5,294 shares; 2026Q1: 5,688 shares 5,688 $234K 0.02% +394 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: not reported; 2025Q4: not reported; 2026Q1: 7,573 shares 7,573 $232K 0.02% new 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: 761 shares; 2024Q4: 791 shares; 2025Q1: 813 shares; 2025Q2: 792 shares; 2025Q3: 851 shares; 2025Q4: 906 shares; 2026Q1: 1,137 shares 1,137 $231K 0.02% +231 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is 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: 580 shares 580 $227K 0.02% 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: 2,145 shares 2,145 $224K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares 162 $224K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,902 shares; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares 8,902 $223K 0.02% 0 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: not reported; 2026Q1: 3,273 shares 3,273 $223K 0.02% new 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: 7,607 shares; 2025Q1: 7,619 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,833 shares 6,833 $222K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 1,737 shares 1,737 $219K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,799 shares; 2026Q1: 4,799 shares 4,799 $219K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,658 shares 7,658 $215K 0.01% new 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: 1,892 shares; 2024Q4: 1,815 shares; 2025Q1: 2,199 shares; 2025Q2: 2,132 shares; 2025Q3: 2,227 shares; 2025Q4: 2,128 shares; 2026Q1: 2,080 shares 2,080 $214K 0.01% -48 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 594 shares 594 $213K 0.01% +3 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $212K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares 2,410 $209K 0.01% new Timeline EWX 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: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,195 shares; 2025Q4: 3,071 shares; 2026Q1: 3,071 shares 3,071 $203K 0.01% 0 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: 675 shares; 2026Q1: 588 shares 588 $202K 0.01% -87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares; 2026Q1: 3,558 shares 3,558 $201K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares 1,775 $201K 0.01% new Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 63,185 shares; 2026Q1: 63,185 shares 63,185 $153K 0.01% 0 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP 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: 105,000 shares; 2025Q4: 85,000 shares; 2026Q1: 85,000 shares 85,000 $110K 0.01% 0 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,249 shares 10,249 $59.6K <0.01% new Timeline SVIA SILVIA INC More: the full row for SILVIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $21.1K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 18,002 shares; 2026Q1: 18,002 shares 18,002 $12.6K <0.01% 0 Timeline FFAI FARADAY FUTURE INTLGT ELEC I More: the full row for FARADAY FUTURE INTLGT ELEC I Quarterly shares; oldest to newest; scale is 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: 20,000 shares 20,000 $5.5K <0.01% new Timeline