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: restricted; 2024Q4: 318,284 shares; 2025Q1: 400,853 shares; 2025Q2: 553,894 shares; 2025Q3: 595,807 shares; 2025Q4: 759,861 shares; 2026Q1: 846,215 shares 846,215 $557M 5.27% +86,354 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: restricted; 2024Q4: 244,235 shares; 2025Q1: 285,979 shares; 2025Q2: 324,438 shares; 2025Q3: 313,439 shares; 2025Q4: 383,021 shares; 2026Q1: 444,151 shares 444,151 $268M 2.53% +61,130 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: restricted; 2024Q4: 272,948 shares; 2025Q1: 488,752 shares; 2025Q2: 573,665 shares; 2025Q3: 689,954 shares; 2025Q4: 955,662 shares; 2026Q1: 1,026,507 shares 1,026,507 $262M 2.48% +70,845 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: restricted; 2024Q4: 322,974 shares; 2025Q1: 479,890 shares; 2025Q2: 613,040 shares; 2025Q3: 802,003 shares; 2025Q4: 1,190,555 shares; 2026Q1: 1,280,750 shares 1,280,750 $225M 2.13% +90,195 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: restricted; 2024Q4: 329,063 shares; 2025Q1: 316,058 shares; 2025Q2: 315,787 shares; 2025Q3: 2,220,435 shares; 2025Q4: 3,236,596 shares; 2026Q1: 4,020,264 shares 4,020,264 $214M 2.03% +783,668 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: restricted; 2024Q4: 652,889 shares; 2025Q1: 1,098,854 shares; 2025Q2: 2,140,323 shares; 2025Q3: 2,015,008 shares; 2025Q4: 2,615,643 shares; 2026Q1: 3,219,453 shares 3,219,453 $210M 1.98% +603,810 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: restricted; 2024Q4: 175,798 shares; 2025Q1: 546,328 shares; 2025Q2: 630,981 shares; 2025Q3: 968,018 shares; 2025Q4: 1,053,185 shares; 2026Q1: 1,412,375 shares 1,412,375 $142M 1.34% +359,190 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: restricted; 2024Q4: 545,134 shares; 2025Q1: 506,536 shares; 2025Q2: 457,631 shares; 2025Q3: 2,890,979 shares; 2025Q4: 3,972,127 shares; 2026Q1: 4,924,387 shares 4,924,387 $127M 1.2% +952,260 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: restricted; 2024Q4: 118,746 shares; 2025Q1: 145,618 shares; 2025Q2: 176,385 shares; 2025Q3: 217,715 shares; 2025Q4: 291,626 shares; 2026Q1: 317,954 shares 317,954 $117M 1.11% +26,328 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: restricted; 2024Q4: 60,824 shares; 2025Q1: 77,896 shares; 2025Q2: 80,114 shares; 2025Q3: 287,791 shares; 2025Q4: 438,263 shares; 2026Q1: 558,234 shares 558,234 $110M 1.04% +119,971 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,087 shares; 2025Q1: 119,356 shares; 2025Q2: 151,866 shares; 2025Q3: 897,252 shares; 2025Q4: 1,063,335 shares; 2026Q1: 1,372,055 shares 1,372,055 $108M 1.03% +308,720 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: restricted; 2024Q4: 231,760 shares; 2025Q1: 318,356 shares; 2025Q2: 334,340 shares; 2025Q3: 949,142 shares; 2025Q4: 1,278,606 shares; 2026Q1: 1,509,237 shares 1,509,237 $106M 1% +230,631 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: restricted; 2024Q4: 152,562 shares; 2025Q1: 204,311 shares; 2025Q2: 237,989 shares; 2025Q3: 324,477 shares; 2025Q4: 450,880 shares; 2026Q1: 488,519 shares 488,519 $103M 0.97% +37,639 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: restricted; 2024Q4: 1,680,738 shares; 2025Q1: 2,021,255 shares; 2025Q2: 2,488,761 shares; 2025Q3: 1,537,501 shares; 2025Q4: 1,703,390 shares; 2026Q1: 2,164,194 shares 2,164,194 $99.7M 0.94% +460,804 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,849 shares; 2025Q1: 47,885 shares; 2025Q2: 208,041 shares; 2025Q3: 444,538 shares; 2025Q4: 738,524 shares; 2026Q1: 946,212 shares 946,212 $97.6M 0.92% +207,688 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: restricted; 2024Q4: 239,051 shares; 2025Q1: 272,607 shares; 2025Q2: 479,548 shares; 2025Q3: 502,472 shares; 2025Q4: 659,156 shares; 2026Q1: 737,175 shares 737,175 $92.1M 0.87% +78,019 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: restricted; 2024Q4: 37,261 shares; 2025Q1: 56,247 shares; 2025Q2: 70,337 shares; 2025Q3: 108,996 shares; 2025Q4: 152,945 shares; 2026Q1: 156,104 shares 156,104 $91.2M 0.86% +3,159 Timeline SPTL 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: restricted; 2024Q4: 235,745 shares; 2025Q1: 306,182 shares; 2025Q2: 486,808 shares; 2025Q3: 1,613,938 shares; 2025Q4: 2,333,330 shares; 2026Q1: 3,393,218 shares 3,393,218 $88.8M 0.84% +1,059,888 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: restricted; 2024Q4: 116,637 shares; 2025Q1: 143,514 shares; 2025Q2: 174,916 shares; 2025Q3: 220,778 shares; 2025Q4: 276,975 shares; 2026Q1: 287,688 shares 287,688 $85.6M 0.81% +10,713 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: restricted; 2024Q4: 13,563 shares; 2025Q1: 25,411 shares; 2025Q2: 25,278 shares; 2025Q3: 306,112 shares; 2025Q4: 472,813 shares; 2026Q1: 726,716 shares 726,716 $79M 0.75% +253,903 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 50,957 shares; 2025Q2: 765,910 shares; 2025Q3: 767,709 shares; 2025Q4: 801,536 shares; 2026Q1: 793,313 shares 793,313 $73.1M 0.69% -8,223 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: restricted; 2024Q4: 59,944 shares; 2025Q1: 95,409 shares; 2025Q2: 95,322 shares; 2025Q3: 168,192 shares; 2025Q4: 194,064 shares; 2026Q1: 222,568 shares 222,568 $71.9M 0.68% +28,504 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: restricted; 2024Q4: 54,894 shares; 2025Q1: 84,669 shares; 2025Q2: 80,151 shares; 2025Q3: 82,421 shares; 2025Q4: 98,508 shares; 2026Q1: 106,308 shares 106,308 $69.7M 0.66% +7,800 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: restricted; 2024Q4: 70,339 shares; 2025Q1: 101,237 shares; 2025Q2: 131,681 shares; 2025Q3: 159,961 shares; 2025Q4: 210,378 shares; 2026Q1: 232,503 shares 232,503 $68.6M 0.65% +22,125 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: restricted; 2024Q4: 308,917 shares; 2025Q1: 399,758 shares; 2025Q2: 436,238 shares; 2025Q3: 606,443 shares; 2025Q4: 1,042,266 shares; 2026Q1: 1,581,883 shares 1,581,883 $61.9M 0.59% +539,617 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: restricted; 2024Q4: 61,241 shares; 2025Q1: 92,616 shares; 2025Q2: 105,303 shares; 2025Q3: 333,576 shares; 2025Q4: 444,918 shares; 2026Q1: 558,513 shares 558,513 $61.8M 0.58% +113,595 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: restricted; 2024Q4: 81,777 shares; 2025Q1: 155,606 shares; 2025Q2: 311,597 shares; 2025Q3: 458,429 shares; 2025Q4: 595,948 shares; 2026Q1: 748,163 shares 748,163 $60.8M 0.57% +152,215 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: restricted; 2024Q4: 179,995 shares; 2025Q1: 249,390 shares; 2025Q2: 513,430 shares; 2025Q3: 541,467 shares; 2025Q4: 635,706 shares; 2026Q1: 640,580 shares 640,580 $60.4M 0.57% +4,874 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: restricted; 2024Q4: 43,429 shares; 2025Q1: 56,127 shares; 2025Q2: 67,565 shares; 2025Q3: 73,578 shares; 2025Q4: 107,698 shares; 2026Q1: 121,991 shares 121,991 $58.4M 0.55% +14,293 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: restricted; 2024Q4: 298,767 shares; 2025Q1: 312,960 shares; 2025Q2: 358,276 shares; 2025Q3: 356,455 shares; 2025Q4: 702,893 shares; 2026Q1: 634,319 shares 634,319 $58.3M 0.55% -68,574 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: restricted; 2024Q4: 422,029 shares; 2025Q1: 441,351 shares; 2025Q2: 504,444 shares; 2025Q3: 454,048 shares; 2025Q4: 476,523 shares; 2026Q1: 532,745 shares 532,745 $56.6M 0.54% +56,222 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: restricted; 2024Q4: 225,943 shares; 2025Q1: 380,451 shares; 2025Q2: 313,128 shares; 2025Q3: 544,708 shares; 2025Q4: 680,889 shares; 2026Q1: 765,857 shares 765,857 $54.7M 0.52% +84,968 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: restricted; 2024Q4: 253,062 shares; 2025Q1: 815,260 shares; 2025Q2: 580,607 shares; 2025Q3: 754,657 shares; 2025Q4: 932,412 shares; 2026Q1: 738,514 shares 738,514 $54.2M 0.51% -193,898 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: restricted; 2024Q4: 51,526 shares; 2025Q1: 60,417 shares; 2025Q2: 79,394 shares; 2025Q3: 108,445 shares; 2025Q4: 166,568 shares; 2026Q1: 172,570 shares 172,570 $54.1M 0.51% +6,002 Timeline IBND 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013,165 shares; 2025Q4: 1,285,819 shares; 2026Q1: 1,727,635 shares 1,727,635 $53.8M 0.51% +441,816 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: restricted; 2024Q4: 33,231 shares; 2025Q1: 34,148 shares; 2025Q2: 27,778 shares; 2025Q3: 206,209 shares; 2025Q4: 258,666 shares; 2026Q1: 326,935 shares 326,935 $48.3M 0.46% +68,269 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: restricted; 2024Q4: 312,663 shares; 2025Q1: 420,487 shares; 2025Q2: 971,121 shares; 2025Q3: 585,859 shares; 2025Q4: 669,570 shares; 2026Q1: 797,017 shares 797,017 $47.6M 0.45% +127,447 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: restricted; 2024Q4: 197,101 shares; 2025Q1: 250,691 shares; 2025Q2: 219,552 shares; 2025Q3: 392,289 shares; 2025Q4: 512,026 shares; 2026Q1: 597,945 shares 597,945 $47.6M 0.45% +85,919 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: restricted; 2024Q4: 70,899 shares; 2025Q1: 133,809 shares; 2025Q2: 330,146 shares; 2025Q3: 230,699 shares; 2025Q4: 668,964 shares; 2026Q1: 579,883 shares 579,883 $46.9M 0.44% -89,081 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: restricted; 2024Q4: 213,371 shares; 2025Q1: 283,364 shares; 2025Q2: 304,067 shares; 2025Q3: 393,279 shares; 2025Q4: 478,796 shares; 2026Q1: 588,387 shares 588,387 $46M 0.43% +109,591 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: restricted; 2024Q4: 7,642 shares; 2025Q1: 11,490 shares; 2025Q2: 20,847 shares; 2025Q3: 38,650 shares; 2025Q4: 97,737 shares; 2026Q1: 152,325 shares 152,325 $44M 0.42% +54,588 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: restricted; 2024Q4: 51,079 shares; 2025Q1: 61,614 shares; 2025Q2: 38,438 shares; 2025Q3: 503,950 shares; 2025Q4: 611,402 shares; 2026Q1: 884,922 shares 884,922 $43.8M 0.41% +273,520 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: restricted; 2024Q4: 47,932 shares; 2025Q1: 52,733 shares; 2025Q2: 78,098 shares; 2025Q3: 85,891 shares; 2025Q4: 139,357 shares; 2026Q1: 199,219 shares 199,219 $43M 0.41% +59,862 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: restricted; 2024Q4: 125,888 shares; 2025Q1: 229,311 shares; 2025Q2: 235,000 shares; 2025Q3: 255,963 shares; 2025Q4: 314,451 shares; 2026Q1: 342,550 shares 342,550 $42.7M 0.4% +28,099 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: restricted; 2024Q4: 37,329 shares; 2025Q1: 46,063 shares; 2025Q2: 58,230 shares; 2025Q3: 73,164 shares; 2025Q4: 102,796 shares; 2026Q1: 111,942 shares 111,942 $42.7M 0.4% +9,146 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: restricted; 2024Q4: 40,998 shares; 2025Q1: 52,427 shares; 2025Q2: 80,565 shares; 2025Q3: 93,008 shares; 2025Q4: 145,045 shares; 2026Q1: 142,980 shares 142,980 $42.2M 0.4% -2,065 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: restricted; 2024Q4: 22,703 shares; 2025Q1: 30,837 shares; 2025Q2: 37,529 shares; 2025Q3: 50,665 shares; 2025Q4: 69,632 shares; 2026Q1: 71,065 shares 71,065 $41.2M 0.39% +1,433 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: restricted; 2024Q4: 493,839 shares; 2025Q1: 700,385 shares; 2025Q2: 789,451 shares; 2025Q3: 678,543 shares; 2025Q4: 1,036,896 shares; 2026Q1: 1,343,731 shares 1,343,731 $41M 0.39% +306,835 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: restricted; 2024Q4: 14,125 shares; 2025Q1: 17,825 shares; 2025Q2: 23,495 shares; 2025Q3: 23,807 shares; 2025Q4: 31,145 shares; 2026Q1: 42,194 shares 42,194 $40.3M 0.38% +11,049 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: restricted; 2024Q4: 50,994 shares; 2025Q1: 69,284 shares; 2025Q2: 367,976 shares; 2025Q3: 541,304 shares; 2025Q4: 670,081 shares; 2026Q1: 514,985 shares 514,985 $39.7M 0.38% -155,096 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 14,334 shares; 2025Q2: 36,094 shares; 2025Q3: 46,680 shares; 2025Q4: 278,902 shares; 2026Q1: 778,937 shares 778,937 $39.2M 0.37% +500,035 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: restricted; 2024Q4: 177,047 shares; 2025Q1: 258,131 shares; 2025Q2: 182,195 shares; 2025Q3: 208,795 shares; 2025Q4: 208,567 shares; 2026Q1: 201,135 shares 201,135 $38.8M 0.37% -7,432 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: restricted; 2024Q4: 277,321 shares; 2025Q1: 368,731 shares; 2025Q2: 206,510 shares; 2025Q3: 293,366 shares; 2025Q4: 386,527 shares; 2026Q1: 332,587 shares 332,587 $38.1M 0.36% -53,940 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: restricted; 2024Q4: 69,077 shares; 2025Q1: 99,701 shares; 2025Q2: 107,423 shares; 2025Q3: 135,513 shares; 2025Q4: 206,131 shares; 2026Q1: 231,713 shares 231,713 $37.3M 0.35% +25,582 Timeline BIV 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: restricted; 2024Q4: 458,716 shares; 2025Q1: 526,783 shares; 2025Q2: 519,845 shares; 2025Q3: 443,071 shares; 2025Q4: 499,196 shares; 2026Q1: 478,577 shares 478,577 $36.8M 0.35% -20,619 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: restricted; 2024Q4: 600,426 shares; 2025Q1: 692,343 shares; 2025Q2: 455,492 shares; 2025Q3: 575,366 shares; 2025Q4: 718,126 shares; 2026Q1: 620,709 shares 620,709 $36.5M 0.34% -97,417 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: restricted; 2024Q4: 272,618 shares; 2025Q1: 227,140 shares; 2025Q2: 223,475 shares; 2025Q3: 271,939 shares; 2025Q4: 516,425 shares; 2026Q1: 669,207 shares 669,207 $36.3M 0.34% +152,782 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: restricted; 2024Q4: 130,175 shares; 2025Q1: 195,302 shares; 2025Q2: 239,903 shares; 2025Q3: 327,366 shares; 2025Q4: 460,086 shares; 2026Q1: 531,296 shares 531,296 $36.2M 0.34% +71,210 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: restricted; 2024Q4: 393,050 shares; 2025Q1: 412,826 shares; 2025Q2: 376,442 shares; 2025Q3: 417,120 shares; 2025Q4: 594,483 shares; 2026Q1: 480,438 shares 480,438 $36.2M 0.34% -114,045 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,789 shares; 2025Q1: 255,644 shares; 2025Q2: 255,605 shares; 2025Q3: 275,860 shares; 2025Q4: 271,431 shares; 2026Q1: 654,624 shares 654,624 $36M 0.34% +383,193 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: restricted; 2024Q4: 75 shares; 2025Q1: 1,893 shares; 2025Q2: 1,731 shares; 2025Q3: 72,961 shares; 2025Q4: 101,398 shares; 2026Q1: 137,840 shares 137,840 $35.9M 0.34% +36,442 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: restricted; 2024Q4: 92,884 shares; 2025Q1: 284,413 shares; 2025Q2: 344,618 shares; 2025Q3: 409,933 shares; 2025Q4: 443,857 shares; 2026Q1: 761,956 shares 761,956 $35.4M 0.33% +318,099 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,528 shares; 2025Q1: 117,117 shares; 2025Q2: 130,776 shares; 2025Q3: 238,291 shares; 2025Q4: 318,955 shares; 2026Q1: 415,585 shares 415,585 $34.2M 0.32% +96,630 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: restricted; 2024Q4: 88,162 shares; 2025Q1: 127,174 shares; 2025Q2: 93,114 shares; 2025Q3: 112,577 shares; 2025Q4: 177,141 shares; 2026Q1: 158,047 shares 158,047 $33.4M 0.32% -19,094 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: restricted; 2024Q4: 9,074 shares; 2025Q1: 17,595 shares; 2025Q2: 27,844 shares; 2025Q3: 63,654 shares; 2025Q4: 85,731 shares; 2026Q1: 138,415 shares 138,415 $33.3M 0.31% +52,684 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: restricted; 2024Q4: 74,860 shares; 2025Q1: 90,427 shares; 2025Q2: 95,969 shares; 2025Q3: 162,176 shares; 2025Q4: 158,684 shares; 2026Q1: 167,192 shares 167,192 $32.2M 0.3% +8,508 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: restricted; 2024Q4: 194,183 shares; 2025Q1: 205,008 shares; 2025Q2: 221,840 shares; 2025Q3: 278,272 shares; 2025Q4: 687,395 shares; 2026Q1: 692,789 shares 692,789 $31.6M 0.3% +5,394 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: restricted; 2024Q4: 51,897 shares; 2025Q1: 66,328 shares; 2025Q2: 75,824 shares; 2025Q3: 82,932 shares; 2025Q4: 106,454 shares; 2026Q1: 126,839 shares 126,839 $31M 0.29% +20,385 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: restricted; 2024Q4: 245,961 shares; 2025Q1: 638,073 shares; 2025Q2: 681,534 shares; 2025Q3: 686,360 shares; 2025Q4: 918,231 shares; 2026Q1: 1,160,052 shares 1,160,052 $29.2M 0.28% +241,821 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: restricted; 2024Q4: 15,559 shares; 2025Q1: 16,086 shares; 2025Q2: 18,117 shares; 2025Q3: 22,440 shares; 2025Q4: 58,353 shares; 2026Q1: 65,882 shares 65,882 $29.1M 0.28% +7,529 Timeline DUHP 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: restricted; 2024Q4: 70,163 shares; 2025Q1: 69,042 shares; 2025Q2: 70,202 shares; 2025Q3: 83,559 shares; 2025Q4: 767,781 shares; 2026Q1: 781,419 shares 781,419 $28.9M 0.27% +13,638 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: restricted; 2024Q4: 5,733 shares; 2025Q1: 15,790 shares; 2025Q2: 18,433 shares; 2025Q3: 22,310 shares; 2025Q4: 39,450 shares; 2026Q1: 65,880 shares 65,880 $28.8M 0.27% +26,430 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: restricted; 2024Q4: 76,949 shares; 2025Q1: 116,187 shares; 2025Q2: 473,705 shares; 2025Q3: 735,282 shares; 2025Q4: 810,578 shares; 2026Q1: 924,800 shares 924,800 $28.3M 0.27% +114,222 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: restricted; 2024Q4: 2,893 shares; 2025Q1: 16,339 shares; 2025Q2: 15,821 shares; 2025Q3: 290,845 shares; 2025Q4: 314,652 shares; 2026Q1: 294,845 shares 294,845 $28M 0.26% -19,807 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: restricted; 2024Q4: 36,186 shares; 2025Q1: 46,067 shares; 2025Q2: 53,423 shares; 2025Q3: 61,742 shares; 2025Q4: 82,481 shares; 2026Q1: 92,013 shares 92,013 $27.5M 0.26% +9,532 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,154 shares; 2025Q1: 259,313 shares; 2025Q2: 228,910 shares; 2025Q3: 257,639 shares; 2025Q4: 319,942 shares; 2026Q1: 381,467 shares 381,467 $27.3M 0.26% +61,525 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: restricted; 2024Q4: 436,886 shares; 2025Q1: 426,417 shares; 2025Q2: 421,576 shares; 2025Q3: 448,606 shares; 2025Q4: 477,636 shares; 2026Q1: 561,231 shares 561,231 $27.3M 0.26% +83,595 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: restricted; 2024Q4: 99,521 shares; 2025Q1: 208,172 shares; 2025Q2: 212,183 shares; 2025Q3: 255,202 shares; 2025Q4: 345,737 shares; 2026Q1: 568,116 shares 568,116 $27.2M 0.26% +222,379 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: restricted; 2024Q4: 48,779 shares; 2025Q1: 187,715 shares; 2025Q2: 207,905 shares; 2025Q3: 257,473 shares; 2025Q4: 415,777 shares; 2026Q1: 563,358 shares 563,358 $27M 0.26% +147,581 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: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,710 shares; 2025Q2: 1,366 shares; 2025Q3: 1,304 shares; 2025Q4: 348,314 shares; 2026Q1: 362,171 shares 362,171 $26.9M 0.25% +13,857 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: restricted; 2024Q4: 71,752 shares; 2025Q1: 90,290 shares; 2025Q2: 94,662 shares; 2025Q3: 105,983 shares; 2025Q4: 123,947 shares; 2026Q1: 135,879 shares 135,879 $26.8M 0.25% +11,932 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: restricted; 2024Q4: 35,677 shares; 2025Q1: 156,418 shares; 2025Q2: 101,487 shares; 2025Q3: 126,633 shares; 2025Q4: 171,575 shares; 2026Q1: 298,181 shares 298,181 $26.7M 0.25% +126,606 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: restricted; 2024Q4: 212,263 shares; 2025Q1: 204,509 shares; 2025Q2: 218,741 shares; 2025Q3: 144,485 shares; 2025Q4: 223,933 shares; 2026Q1: 269,206 shares 269,206 $26.7M 0.25% +45,273 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: restricted; 2024Q4: 102,930 shares; 2025Q1: 291,905 shares; 2025Q2: 229,732 shares; 2025Q3: 241,884 shares; 2025Q4: 269,832 shares; 2026Q1: 629,547 shares 629,547 $26.6M 0.25% +359,715 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: restricted; 2024Q4: 94,083 shares; 2025Q1: 91,799 shares; 2025Q2: 190,198 shares; 2025Q3: 242,549 shares; 2025Q4: 289,040 shares; 2026Q1: 303,951 shares 303,951 $26.2M 0.25% +14,911 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: restricted; 2024Q4: 8,362 shares; 2025Q1: 11,843 shares; 2025Q2: 12,842 shares; 2025Q3: 19,084 shares; 2025Q4: 31,684 shares; 2026Q1: 33,904 shares 33,904 $24.8M 0.23% +2,220 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: restricted; 2024Q4: 17,919 shares; 2025Q1: 23,833 shares; 2025Q2: 26,790 shares; 2025Q3: 33,922 shares; 2025Q4: 39,454 shares; 2026Q1: 167,178 shares 167,178 $24.7M 0.23% +127,724 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: restricted; 2024Q4: 8,302 shares; 2025Q1: 9,704 shares; 2025Q2: 13,190 shares; 2025Q3: 16,687 shares; 2025Q4: 21,135 shares; 2026Q1: 24,019 shares 24,019 $23.9M 0.23% +2,884 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: restricted; 2024Q4: 112,211 shares; 2025Q1: 192,371 shares; 2025Q2: 245,567 shares; 2025Q3: 310,558 shares; 2025Q4: 407,901 shares; 2026Q1: 256,824 shares 256,824 $23.5M 0.22% -151,077 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: restricted; 2024Q4: 12,710 shares; 2025Q1: 23,712 shares; 2025Q2: 28,093 shares; 2025Q3: 30,802 shares; 2025Q4: 54,957 shares; 2026Q1: 93,857 shares 93,857 $23.4M 0.22% +38,900 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: restricted; 2024Q4: 22,805 shares; 2025Q1: 34,192 shares; 2025Q2: 39,100 shares; 2025Q3: 47,658 shares; 2025Q4: 90,459 shares; 2026Q1: 107,770 shares 107,770 $23.2M 0.22% +17,311 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: restricted; 2024Q4: 16,149 shares; 2025Q1: 19,020 shares; 2025Q2: 22,481 shares; 2025Q3: 29,004 shares; 2025Q4: 46,216 shares; 2026Q1: 51,977 shares 51,977 $22.4M 0.21% +5,761 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,999 shares; 2025Q1: 172,893 shares; 2025Q2: 107,476 shares; 2025Q3: 160,870 shares; 2025Q4: 303,933 shares; 2026Q1: 739,944 shares 739,944 $22.4M 0.21% +436,011 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: restricted; 2024Q4: 18,353 shares; 2025Q1: 385,434 shares; 2025Q2: 428,616 shares; 2025Q3: 462,914 shares; 2025Q4: 668,618 shares; 2026Q1: 758,106 shares 758,106 $22.3M 0.21% +89,488 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: restricted; 2024Q4: 22,863 shares; 2025Q1: 37,917 shares; 2025Q2: 132,153 shares; 2025Q3: 148,397 shares; 2025Q4: 162,305 shares; 2026Q1: 149,527 shares 149,527 $21.9M 0.21% -12,778 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: restricted; 2024Q4: 4,524 shares; 2025Q1: 342,194 shares; 2025Q2: 305,219 shares; 2025Q3: 322,015 shares; 2025Q4: 551,263 shares; 2026Q1: 611,688 shares 611,688 $21.1M 0.2% +60,425 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: restricted; 2024Q4: 125,593 shares; 2025Q1: 196,962 shares; 2025Q2: 147,259 shares; 2025Q3: 185,545 shares; 2025Q4: 321,728 shares; 2026Q1: 402,307 shares 402,307 $20.9M 0.2% +80,579 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: restricted; 2024Q4: 404,925 shares; 2025Q1: 492,523 shares; 2025Q2: 470,245 shares; 2025Q3: 466,029 shares; 2025Q4: 827,918 shares; 2026Q1: 902,012 shares 902,012 $20.6M 0.19% +74,094 Timeline SHV 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: restricted; 2024Q4: 116,550 shares; 2025Q1: 155,017 shares; 2025Q2: 154,220 shares; 2025Q3: 156,256 shares; 2025Q4: 172,022 shares; 2026Q1: 183,613 shares 183,613 $20.2M 0.19% +11,591 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: restricted; 2024Q4: 255,399 shares; 2025Q1: 310,086 shares; 2025Q2: 306,049 shares; 2025Q3: 261,131 shares; 2025Q4: 266,948 shares; 2026Q1: 399,043 shares 399,043 $20.1M 0.19% +132,095 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: restricted; 2024Q4: 46,505 shares; 2025Q1: 78,990 shares; 2025Q2: 78,086 shares; 2025Q3: 90,071 shares; 2025Q4: 108,268 shares; 2026Q1: 135,678 shares 135,678 $19.5M 0.18% +27,410 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: restricted; 2024Q4: 38,535 shares; 2025Q1: 42,279 shares; 2025Q2: 43,883 shares; 2025Q3: 55,376 shares; 2025Q4: 112,126 shares; 2026Q1: 136,053 shares 136,053 $19.5M 0.18% +23,927 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: restricted; 2024Q4: 287,834 shares; 2025Q1: 333,882 shares; 2025Q2: 285,416 shares; 2025Q3: 241,276 shares; 2025Q4: 246,375 shares; 2026Q1: 328,613 shares 328,613 $19.5M 0.18% +82,238 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: restricted; 2024Q4: 13,947 shares; 2025Q1: 12,405 shares; 2025Q2: 12,728 shares; 2025Q3: 22,064 shares; 2025Q4: 42,550 shares; 2026Q1: 51,417 shares 51,417 $18.9M 0.18% +8,867 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: restricted; 2024Q4: 31,082 shares; 2025Q1: 37,025 shares; 2025Q2: 31,694 shares; 2025Q3: 34,904 shares; 2025Q4: 96,118 shares; 2026Q1: 136,052 shares 136,052 $18.4M 0.17% +39,934 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: restricted; 2024Q4: 202,896 shares; 2025Q1: 296,597 shares; 2025Q2: 302,884 shares; 2025Q3: 349,139 shares; 2025Q4: 386,668 shares; 2026Q1: 507,713 shares 507,713 $18.3M 0.17% +121,045 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: restricted; 2024Q4: 4,346 shares; 2025Q1: 5,761 shares; 2025Q2: 8,076 shares; 2025Q3: 12,596 shares; 2025Q4: 157,737 shares; 2026Q1: 190,257 shares 190,257 $18.2M 0.17% +32,520 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: restricted; 2024Q4: 41,840 shares; 2025Q1: 181,026 shares; 2025Q2: 142,004 shares; 2025Q3: 54,598 shares; 2025Q4: 337,987 shares; 2026Q1: 321,496 shares 321,496 $18.1M 0.17% -16,491 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: restricted; 2024Q4: 153,806 shares; 2025Q1: 203,446 shares; 2025Q2: 235,580 shares; 2025Q3: 300,836 shares; 2025Q4: 341,525 shares; 2026Q1: 310,421 shares 310,421 $18.1M 0.17% -31,104 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: restricted; 2024Q4: 38,615 shares; 2025Q1: 379,089 shares; 2025Q2: 406,546 shares; 2025Q3: 398,900 shares; 2025Q4: 507,880 shares; 2026Q1: 568,613 shares 568,613 $17.4M 0.16% +60,733 Timeline JPST 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: restricted; 2024Q4: 31,073 shares; 2025Q1: 42,383 shares; 2025Q2: 76,753 shares; 2025Q3: 99,342 shares; 2025Q4: 147,565 shares; 2026Q1: 344,966 shares 344,966 $17.4M 0.16% +197,401 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,301 shares; 2025Q1: 40,816 shares; 2025Q2: 59,821 shares; 2025Q3: 86,507 shares; 2025Q4: 207,389 shares; 2026Q1: 344,513 shares 344,513 $17.2M 0.16% +137,124 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: restricted; 2024Q4: 7,342 shares; 2025Q1: 7,786 shares; 2025Q2: 8,042 shares; 2025Q3: 9,998 shares; 2025Q4: 60,594 shares; 2026Q1: 47,625 shares 47,625 $17.1M 0.16% -12,969 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,470 shares; 2025Q1: 181,178 shares; 2025Q2: 598,921 shares; 2025Q3: 354,189 shares; 2025Q4: 702,065 shares; 2026Q1: 419,902 shares 419,902 $17M 0.16% -282,163 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: restricted; 2024Q4: 21,834 shares; 2025Q1: 26,010 shares; 2025Q2: 33,116 shares; 2025Q3: 38,298 shares; 2025Q4: 46,207 shares; 2026Q1: 51,500 shares 51,500 $17M 0.16% +5,293 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: restricted; 2024Q4: 76,098 shares; 2025Q1: 122,889 shares; 2025Q2: 99,502 shares; 2025Q3: 145,940 shares; 2025Q4: 226,694 shares; 2026Q1: 268,647 shares 268,647 $16.8M 0.16% +41,953 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: restricted; 2024Q4: 11,072 shares; 2025Q1: 13,134 shares; 2025Q2: 21,057 shares; 2025Q3: 26,383 shares; 2025Q4: 45,753 shares; 2026Q1: 49,071 shares 49,071 $16.8M 0.16% +3,318 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: restricted; 2024Q4: 69,824 shares; 2025Q1: 72,459 shares; 2025Q2: 63,888 shares; 2025Q3: 67,422 shares; 2025Q4: 259,992 shares; 2026Q1: 214,178 shares 214,178 $16.7M 0.16% -45,814 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: restricted; 2024Q4: 207,942 shares; 2025Q1: 173,261 shares; 2025Q2: 118,617 shares; 2025Q3: 91,815 shares; 2025Q4: 109,308 shares; 2026Q1: 146,533 shares 146,533 $16.7M 0.16% +37,225 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: restricted; 2024Q4: 14,087 shares; 2025Q1: 19,641 shares; 2025Q2: 23,986 shares; 2025Q3: 51,717 shares; 2025Q4: 60,775 shares; 2026Q1: 78,144 shares 78,144 $16.4M 0.16% +17,369 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: restricted; 2024Q4: 48,654 shares; 2025Q1: 61,406 shares; 2025Q2: 71,831 shares; 2025Q3: 72,732 shares; 2025Q4: 105,101 shares; 2026Q1: 111,900 shares 111,900 $16.3M 0.15% +6,799 Timeline SCHO 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: restricted; 2024Q4: 416,783 shares; 2025Q1: 281,247 shares; 2025Q2: 259,544 shares; 2025Q3: 236,423 shares; 2025Q4: 533,218 shares; 2026Q1: 664,015 shares 664,015 $16.1M 0.15% +130,797 Timeline DFSV 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: restricted; 2024Q4: 114,438 shares; 2025Q1: 170,061 shares; 2025Q2: 153,604 shares; 2025Q3: 264,714 shares; 2025Q4: 406,031 shares; 2026Q1: 457,040 shares 457,040 $16M 0.15% +51,009 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: restricted; 2024Q4: 12,198 shares; 2025Q1: 14,946 shares; 2025Q2: 16,575 shares; 2025Q3: 19,769 shares; 2025Q4: 28,380 shares; 2026Q1: 32,606 shares 32,606 $16M 0.15% +4,226 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: restricted; 2024Q4: 78,196 shares; 2025Q1: 163,317 shares; 2025Q2: 156,803 shares; 2025Q3: 135,442 shares; 2025Q4: 134,161 shares; 2026Q1: 178,898 shares 178,898 $15.9M 0.15% +44,737 Timeline HYMB 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: restricted; 2024Q4: 147,942 shares; 2025Q1: 178,692 shares; 2025Q2: 298,704 shares; 2025Q3: 393,482 shares; 2025Q4: 447,613 shares; 2026Q1: 614,052 shares 614,052 $15.3M 0.14% +166,439 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: restricted; 2024Q4: 24,975 shares; 2025Q1: 40,160 shares; 2025Q2: 83,667 shares; 2025Q3: 65,704 shares; 2025Q4: 97,818 shares; 2026Q1: 121,892 shares 121,892 $14.7M 0.14% +24,074 Timeline INTF 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: restricted; 2024Q4: 145,823 shares; 2025Q1: 187,279 shares; 2025Q2: 203,335 shares; 2025Q3: 285,860 shares; 2025Q4: 298,897 shares; 2026Q1: 366,400 shares 366,400 $14.5M 0.14% +67,503 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: restricted; 2024Q4: 114,967 shares; 2025Q1: 113,968 shares; 2025Q2: 86,396 shares; 2025Q3: 145,665 shares; 2025Q4: 204,543 shares; 2026Q1: 290,504 shares 290,504 $14.5M 0.14% +85,961 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: restricted; 2024Q4: 71,011 shares; 2025Q1: 114,137 shares; 2025Q2: 131,386 shares; 2025Q3: 160,430 shares; 2025Q4: 249,524 shares; 2026Q1: 290,826 shares 290,826 $14.3M 0.14% +41,302 Timeline FTSM 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: restricted; 2024Q4: 30,621 shares; 2025Q1: 31,351 shares; 2025Q2: 97,650 shares; 2025Q3: 62,372 shares; 2025Q4: 57,856 shares; 2026Q1: 239,321 shares 239,321 $14.3M 0.14% +181,465 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: restricted; 2024Q4: 202,772 shares; 2025Q1: 212,370 shares; 2025Q2: 199,258 shares; 2025Q3: 222,513 shares; 2025Q4: 263,490 shares; 2026Q1: 312,978 shares 312,978 $14.2M 0.13% +49,488 Timeline HYG 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: restricted; 2024Q4: 5,139 shares; 2025Q1: 22,138 shares; 2025Q2: 21,917 shares; 2025Q3: 203,816 shares; 2025Q4: 203,211 shares; 2026Q1: 178,221 shares 178,221 $14.1M 0.13% -24,990 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: restricted; 2024Q4: 253,230 shares; 2025Q1: 352,630 shares; 2025Q2: 376,710 shares; 2025Q3: 380,357 shares; 2025Q4: 538,826 shares; 2026Q1: 439,619 shares 439,619 $13.7M 0.13% -99,207 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,784 shares; 2025Q1: 174,842 shares; 2025Q2: 380,575 shares; 2025Q3: 380,275 shares; 2025Q4: 382,269 shares; 2026Q1: 378,878 shares 378,878 $13.7M 0.13% -3,391 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: restricted; 2024Q4: 7,321 shares; 2025Q1: 9,817 shares; 2025Q2: 11,389 shares; 2025Q3: 19,208 shares; 2025Q4: 35,547 shares; 2026Q1: 63,481 shares 63,481 $13.6M 0.13% +27,934 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: restricted; 2024Q4: 21,597 shares; 2025Q1: 144,425 shares; 2025Q2: 438,300 shares; 2025Q3: 208,034 shares; 2025Q4: 853,803 shares; 2026Q1: 515,567 shares 515,567 $13.5M 0.13% -338,236 Timeline DIHP 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: restricted; 2024Q4: 11,021 shares; 2025Q1: 13,128 shares; 2025Q2: 14,905 shares; 2025Q3: 19,408 shares; 2025Q4: 418,645 shares; 2026Q1: 410,529 shares 410,529 $13.4M 0.13% -8,116 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,700 shares; 2025Q2: 183,971 shares; 2025Q3: 257,629 shares; 2025Q4: 342,503 shares; 2026Q1: 365,829 shares 365,829 $13.4M 0.13% +23,326 Timeline SPHY 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: restricted; 2024Q4: 704,070 shares; 2025Q1: 857,993 shares; 2025Q2: 1,358,931 shares; 2025Q3: 439,739 shares; 2025Q4: 445,191 shares; 2026Q1: 575,522 shares 575,522 $13.4M 0.13% +130,331 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,782 shares; 2025Q1: 17,004 shares; 2025Q2: 16,411 shares; 2025Q3: 20,052 shares; 2025Q4: 109,765 shares; 2026Q1: 114,362 shares 114,362 $13.3M 0.13% +4,597 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: restricted; 2024Q4: 14,985 shares; 2025Q1: 24,023 shares; 2025Q2: 26,596 shares; 2025Q3: 30,490 shares; 2025Q4: 44,315 shares; 2026Q1: 50,100 shares 50,100 $13.2M 0.12% +5,785 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,895 shares; 2025Q1: 40,560 shares; 2025Q2: 39,859 shares; 2025Q3: 56,515 shares; 2025Q4: 79,213 shares; 2026Q1: 40,931 shares 40,931 $13.1M 0.12% -38,282 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares; 2025Q4: 17,507 shares; 2026Q1: 261,973 shares 261,973 $13M 0.12% +244,466 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: restricted; 2024Q4: 18,228 shares; 2025Q1: 26,892 shares; 2025Q2: 29,483 shares; 2025Q3: 31,851 shares; 2025Q4: 52,169 shares; 2026Q1: 53,396 shares 53,396 $13M 0.12% +1,227 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,055 shares; 2025Q1: 10,349 shares; 2025Q2: 38,351 shares; 2025Q3: 42,104 shares; 2025Q4: 83,329 shares; 2026Q1: 302,044 shares 302,044 $12.9M 0.12% +218,715 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: restricted; 2024Q4: 28,960 shares; 2025Q1: 39,147 shares; 2025Q2: 37,263 shares; 2025Q3: 43,916 shares; 2025Q4: 66,893 shares; 2026Q1: 82,619 shares 82,619 $12.8M 0.12% +15,726 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: restricted; 2024Q4: 80,173 shares; 2025Q1: 143,451 shares; 2025Q2: 334,826 shares; 2025Q3: 91,488 shares; 2025Q4: 160,465 shares; 2026Q1: 251,508 shares 251,508 $12.7M 0.12% +91,043 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: restricted; 2024Q4: 23,560 shares; 2025Q1: 23,510 shares; 2025Q2: 25,420 shares; 2025Q3: 25,121 shares; 2025Q4: 39,839 shares; 2026Q1: 42,027 shares 42,027 $12.7M 0.12% +2,188 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: restricted; 2024Q4: 1,280 shares; 2025Q1: 37,895 shares; 2025Q2: 54,637 shares; 2025Q3: 69,027 shares; 2025Q4: 93,946 shares; 2026Q1: 106,867 shares 106,867 $12.6M 0.12% +12,921 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: restricted; 2024Q4: 17,623 shares; 2025Q1: 18,270 shares; 2025Q2: 39,613 shares; 2025Q3: 40,865 shares; 2025Q4: 108,621 shares; 2026Q1: 123,258 shares 123,258 $12.5M 0.12% +14,637 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: restricted; 2024Q4: 70,055 shares; 2025Q1: 78,161 shares; 2025Q2: 99,227 shares; 2025Q3: 115,637 shares; 2025Q4: 155,848 shares; 2026Q1: 160,183 shares 160,183 $12.5M 0.12% +4,335 Timeline IAGG 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: restricted; 2024Q4: 37,671 shares; 2025Q1: 46,570 shares; 2025Q2: 102,980 shares; 2025Q3: 137,133 shares; 2025Q4: 232,679 shares; 2026Q1: 250,189 shares 250,189 $12.5M 0.12% +17,510 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: restricted; 2024Q4: 57,694 shares; 2025Q1: 79,163 shares; 2025Q2: 119,423 shares; 2025Q3: 148,681 shares; 2025Q4: 208,341 shares; 2026Q1: 252,394 shares 252,394 $12.5M 0.12% +44,053 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: restricted; 2024Q4: 25,007 shares; 2025Q1: 40,591 shares; 2025Q2: 43,859 shares; 2025Q3: 61,824 shares; 2025Q4: 123,122 shares; 2026Q1: 127,058 shares 127,058 $12.3M 0.12% +3,936 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,187 shares; 2025Q3: 201,801 shares; 2025Q4: 322,376 shares; 2026Q1: 359,498 shares 359,498 $12.2M 0.12% +37,122 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: restricted; 2024Q4: 97,306 shares; 2025Q1: 103,219 shares; 2025Q2: 73,284 shares; 2025Q3: 57,332 shares; 2025Q4: 60,006 shares; 2026Q1: 66,391 shares 66,391 $12.2M 0.12% +6,385 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: restricted; 2024Q4: 3,430 shares; 2025Q1: 4,033 shares; 2025Q2: 4,490 shares; 2025Q3: 5,683 shares; 2025Q4: 7,188 shares; 2026Q1: 8,969 shares 8,969 $12.2M 0.12% +1,781 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: restricted; 2024Q4: 52,524 shares; 2025Q1: 44,067 shares; 2025Q2: 42,746 shares; 2025Q3: 47,358 shares; 2025Q4: 59,092 shares; 2026Q1: 62,300 shares 62,300 $12.1M 0.11% +3,208 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,155 shares; 2025Q1: 13,269 shares; 2025Q2: 10,935 shares; 2025Q3: 20,449 shares; 2025Q4: 359,069 shares; 2026Q1: 263,966 shares 263,966 $12.1M 0.11% -95,103 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: restricted; 2024Q4: 464 shares; 2025Q1: 167,333 shares; 2025Q2: 224,818 shares; 2025Q3: 168,256 shares; 2025Q4: 164,481 shares; 2026Q1: 152,060 shares 152,060 $12.1M 0.11% -12,421 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: restricted; 2024Q4: 14,773 shares; 2025Q1: 21,765 shares; 2025Q2: 20,120 shares; 2025Q3: 30,525 shares; 2025Q4: 49,779 shares; 2026Q1: 54,374 shares 54,374 $12.1M 0.11% +4,595 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: restricted; 2024Q4: 79,542 shares; 2025Q1: 87,794 shares; 2025Q2: 96,603 shares; 2025Q3: 120,157 shares; 2025Q4: 138,370 shares; 2026Q1: 149,298 shares 149,298 $12M 0.11% +10,928 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: restricted; 2024Q4: 24,979 shares; 2025Q1: 46,036 shares; 2025Q2: 26,993 shares; 2025Q3: 53,717 shares; 2025Q4: 62,035 shares; 2026Q1: 99,335 shares 99,335 $11.8M 0.11% +37,300 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: restricted; 2024Q4: 38,422 shares; 2025Q1: 50,087 shares; 2025Q2: 69,838 shares; 2025Q3: 94,729 shares; 2025Q4: 114,731 shares; 2026Q1: 126,800 shares 126,800 $11.8M 0.11% +12,069 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: restricted; 2024Q4: 3,572 shares; 2025Q1: 6,028 shares; 2025Q2: 11,920 shares; 2025Q3: 13,934 shares; 2025Q4: 15,798 shares; 2026Q1: 16,658 shares 16,658 $11.8M 0.11% +860 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: restricted; 2024Q4: 13,427 shares; 2025Q1: 22,216 shares; 2025Q2: 26,396 shares; 2025Q3: 119,201 shares; 2025Q4: 138,069 shares; 2026Q1: 154,444 shares 154,444 $11.8M 0.11% +16,375 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,500 shares; 2025Q1: 53,075 shares; 2025Q2: 59,580 shares; 2025Q3: 88,146 shares; 2025Q4: 97,897 shares; 2026Q1: 114,931 shares 114,931 $11.5M 0.11% +17,034 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: restricted; 2024Q4: 14,518 shares; 2025Q1: 56,547 shares; 2025Q2: 56,445 shares; 2025Q3: 91,483 shares; 2025Q4: 158,024 shares; 2026Q1: 166,064 shares 166,064 $11.4M 0.11% +8,040 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: restricted; 2024Q4: 39,152 shares; 2025Q1: 41,869 shares; 2025Q2: 62,981 shares; 2025Q3: 206,679 shares; 2025Q4: 226,184 shares; 2026Q1: 287,159 shares 287,159 $11.4M 0.11% +60,975 Timeline SPHQ 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: restricted; 2024Q4: 837 shares; 2025Q1: 735 shares; 2025Q2: 3,306 shares; 2025Q3: 35,810 shares; 2025Q4: 45,788 shares; 2026Q1: 149,620 shares 149,620 $11.4M 0.11% +103,832 Timeline DCOR 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: restricted; 2024Q4: 59,555 shares; 2025Q1: 78,711 shares; 2025Q2: 79,870 shares; 2025Q3: 81,734 shares; 2025Q4: 112,709 shares; 2026Q1: 156,407 shares 156,407 $11.3M 0.11% +43,698 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175,621 shares; 2025Q2: 200,843 shares; 2025Q3: 250,741 shares; 2025Q4: 272,984 shares; 2026Q1: 253,611 shares 253,611 $11.3M 0.11% -19,373 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,192 shares; 2025Q1: 10,950 shares; 2025Q2: 9,053 shares; 2025Q3: 8,971 shares; 2025Q4: 314,844 shares; 2026Q1: 396,135 shares 396,135 $11.3M 0.11% +81,291 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: restricted; 2024Q4: 10,042 shares; 2025Q1: 12,801 shares; 2025Q2: 13,877 shares; 2025Q3: 17,035 shares; 2025Q4: 28,191 shares; 2026Q1: 31,874 shares 31,874 $11.3M 0.11% +3,683 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: restricted; 2024Q4: 45,757 shares; 2025Q1: 47,948 shares; 2025Q2: 53,076 shares; 2025Q3: 51,161 shares; 2025Q4: 76,278 shares; 2026Q1: 128,995 shares 128,995 $11.1M 0.11% +52,717 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: restricted; 2024Q4: 11,307 shares; 2025Q1: 16,976 shares; 2025Q2: 22,353 shares; 2025Q3: 23,996 shares; 2025Q4: 32,924 shares; 2026Q1: 35,670 shares 35,670 $11M 0.1% +2,746 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: restricted; 2024Q4: 5,843 shares; 2025Q1: 8,080 shares; 2025Q2: 7,766 shares; 2025Q3: 10,036 shares; 2025Q4: 16,504 shares; 2026Q1: 17,664 shares 17,664 $10.9M 0.1% +1,160 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: restricted; 2024Q4: 20,167 shares; 2025Q1: 19,772 shares; 2025Q2: 162,331 shares; 2025Q3: 153,671 shares; 2025Q4: 178,350 shares; 2026Q1: 189,672 shares 189,672 $10.9M 0.1% +11,322 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: restricted; 2024Q4: 20,527 shares; 2025Q1: 20,451 shares; 2025Q2: 23,071 shares; 2025Q3: 20,222 shares; 2025Q4: 31,885 shares; 2026Q1: 55,034 shares 55,034 $10.8M 0.1% +23,149 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: restricted; 2024Q4: 158,857 shares; 2025Q1: 181,320 shares; 2025Q2: 110,060 shares; 2025Q3: 121,264 shares; 2025Q4: 118,849 shares; 2026Q1: 113,332 shares 113,332 $10.7M 0.1% -5,517 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: restricted; 2024Q4: 184,231 shares; 2025Q1: 199,472 shares; 2025Q2: 263,041 shares; 2025Q3: 435,153 shares; 2025Q4: 662,755 shares; 2026Q1: 415,718 shares 415,718 $10.5M 0.1% -247,037 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: restricted; 2024Q4: 7,833 shares; 2025Q1: 7,595 shares; 2025Q2: 11,134 shares; 2025Q3: 15,648 shares; 2025Q4: 26,212 shares; 2026Q1: 29,634 shares 29,634 $10.5M 0.1% +3,422 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: restricted; 2024Q4: 28,038 shares; 2025Q1: 65,941 shares; 2025Q2: 65,061 shares; 2025Q3: 136,437 shares; 2025Q4: 160,949 shares; 2026Q1: 305,373 shares 305,373 $10.4M 0.1% +144,424 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: restricted; 2024Q4: 16,614 shares; 2025Q1: 35,941 shares; 2025Q2: 32,653 shares; 2025Q3: 26,942 shares; 2025Q4: 190,389 shares; 2026Q1: 392,285 shares 392,285 $10.4M 0.1% +201,896 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: restricted; 2024Q4: 39,987 shares; 2025Q1: 54,967 shares; 2025Q2: 69,481 shares; 2025Q3: 80,812 shares; 2025Q4: 111,598 shares; 2026Q1: 136,666 shares 136,666 $10.4M 0.1% +25,068 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: restricted; 2024Q4: 22,376 shares; 2025Q1: 126,003 shares; 2025Q2: 154,854 shares; 2025Q3: 176,237 shares; 2025Q4: 178,933 shares; 2026Q1: 183,169 shares 183,169 $10.4M 0.1% +4,236 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,339 shares; 2025Q1: 17,360 shares; 2025Q2: 50,546 shares; 2025Q3: 105,281 shares; 2025Q4: 152,464 shares; 2026Q1: 202,942 shares 202,942 $10.3M 0.1% +50,478 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: restricted; 2024Q4: 18,839 shares; 2025Q1: 41,860 shares; 2025Q2: 56,749 shares; 2025Q3: 59,720 shares; 2025Q4: 83,069 shares; 2026Q1: 81,121 shares 81,121 $10.3M 0.1% -1,948 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,567 shares; 2025Q1: 23,837 shares; 2025Q2: 64,696 shares; 2025Q3: 69,004 shares; 2025Q4: 123,438 shares; 2026Q1: 106,737 shares 106,737 $10.2M 0.1% -16,701 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: restricted; 2024Q4: 13,423 shares; 2025Q1: 14,482 shares; 2025Q2: 18,668 shares; 2025Q3: 23,081 shares; 2025Q4: 31,044 shares; 2026Q1: 34,670 shares 34,670 $10.1M 0.1% +3,626 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: restricted; 2024Q4: 77,029 shares; 2025Q1: 91,303 shares; 2025Q2: 130,762 shares; 2025Q3: 173,228 shares; 2025Q4: 189,100 shares; 2026Q1: 207,806 shares 207,806 $9.98M 0.09% +18,706 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: restricted; 2024Q4: 13,067 shares; 2025Q1: 37,343 shares; 2025Q2: 25,834 shares; 2025Q3: 27,371 shares; 2025Q4: 40,075 shares; 2026Q1: 40,018 shares 40,018 $9.81M 0.09% -57 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,054 shares; 2025Q1: 144,620 shares; 2025Q2: 146,975 shares; 2025Q3: 184,888 shares; 2025Q4: 191,680 shares; 2026Q1: 194,933 shares 194,933 $9.79M 0.09% +3,253 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: restricted; 2024Q4: 17,717 shares; 2025Q1: 28,951 shares; 2025Q2: 104,120 shares; 2025Q3: 120,967 shares; 2025Q4: 168,386 shares; 2026Q1: 99,013 shares 99,013 $9.76M 0.09% -69,373 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: restricted; 2024Q4: 20,079 shares; 2025Q1: 26,665 shares; 2025Q2: 33,724 shares; 2025Q3: 40,878 shares; 2025Q4: 56,559 shares; 2026Q1: 61,853 shares 61,853 $9.73M 0.09% +5,294 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: restricted; 2024Q4: 109,322 shares; 2025Q1: 152,843 shares; 2025Q2: 173,557 shares; 2025Q3: 199,978 shares; 2025Q4: 321,129 shares; 2026Q1: 339,734 shares 339,734 $9.62M 0.09% +18,605 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: restricted; 2024Q4: 3,640 shares; 2025Q1: 4,113 shares; 2025Q2: 6,348 shares; 2025Q3: 6,807 shares; 2025Q4: 8,976 shares; 2026Q1: 10,739 shares 10,739 $9.61M 0.09% +1,763 Timeline IMCB 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: restricted; 2024Q4: 772 shares; 2025Q1: 2,950 shares; 2025Q2: 42,691 shares; 2025Q3: 88,721 shares; 2025Q4: 105,378 shares; 2026Q1: 114,271 shares 114,271 $9.6M 0.09% +8,893 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: restricted; 2024Q4: 1,439 shares; 2025Q1: 1,856 shares; 2025Q2: 2,574 shares; 2025Q3: 4,239 shares; 2025Q4: 9,671 shares; 2026Q1: 11,155 shares 11,155 $9.6M 0.09% +1,484 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: restricted; 2024Q4: 9,314 shares; 2025Q1: 10,526 shares; 2025Q2: 12,968 shares; 2025Q3: 22,871 shares; 2025Q4: 40,435 shares; 2026Q1: 41,998 shares 41,998 $9.58M 0.09% +1,563 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,857 shares; 2025Q1: 92,335 shares; 2025Q2: 66,229 shares; 2025Q3: 80,550 shares; 2025Q4: 112,099 shares; 2026Q1: 94,526 shares 94,526 $9.48M 0.09% -17,573 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: restricted; 2024Q4: 12,347 shares; 2025Q1: 18,263 shares; 2025Q2: 20,624 shares; 2025Q3: 29,433 shares; 2025Q4: 47,965 shares; 2026Q1: 57,819 shares 57,819 $9.37M 0.09% +9,854 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: restricted; 2024Q4: 14,759 shares; 2025Q1: 27,236 shares; 2025Q2: 30,166 shares; 2025Q3: 35,680 shares; 2025Q4: 70,231 shares; 2026Q1: 71,790 shares 71,790 $9.22M 0.09% +1,559 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,325 shares; 2025Q1: 19,882 shares; 2025Q2: 5,102 shares; 2025Q3: 4,848 shares; 2025Q4: 117,605 shares; 2026Q1: 184,855 shares 184,855 $9.21M 0.09% +67,250 Timeline DIVB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 244,014 shares; 2026Q1: 170,782 shares 170,782 $9.19M 0.09% -73,232 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: restricted; 2024Q4: 43,864 shares; 2025Q1: 39,358 shares; 2025Q2: 38,814 shares; 2025Q3: 36,060 shares; 2025Q4: 36,932 shares; 2026Q1: 41,997 shares 41,997 $9.16M 0.09% +5,065 Timeline XMHQ 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: restricted; 2024Q4: 6,122 shares; 2025Q1: 5,417 shares; 2025Q2: 481 shares; 2025Q3: 4,604 shares; 2025Q4: 139,853 shares; 2026Q1: 87,137 shares 87,137 $9.1M 0.09% -52,716 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: restricted; 2024Q4: 17,516 shares; 2025Q1: 17,751 shares; 2025Q2: 16,457 shares; 2025Q3: 31,648 shares; 2025Q4: 96,271 shares; 2026Q1: 103,071 shares 103,071 $9.03M 0.09% +6,800 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: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,314 shares; 2025Q2: 1,997 shares; 2025Q3: 106,357 shares; 2025Q4: 251,519 shares; 2026Q1: 236,885 shares 236,885 $8.98M 0.08% -14,634 Timeline RSPT 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: restricted; 2024Q4: 2,240 shares; 2025Q1: 212,445 shares; 2025Q2: 218,670 shares; 2025Q3: 197,278 shares; 2025Q4: 201,186 shares; 2026Q1: 195,621 shares 195,621 $8.98M 0.08% -5,565 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,766 shares; 2025Q4: 116,998 shares; 2026Q1: 443,453 shares 443,453 $8.97M 0.08% +326,455 Timeline HEFA 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: restricted; 2024Q4: 311,605 shares; 2025Q1: 370,300 shares; 2025Q2: 270,423 shares; 2025Q3: 216,109 shares; 2025Q4: 222,781 shares; 2026Q1: 207,565 shares 207,565 $8.95M 0.08% -15,216 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: restricted; 2024Q4: 19,505 shares; 2025Q1: 46,911 shares; 2025Q2: 40,261 shares; 2025Q3: 58,564 shares; 2025Q4: 55,801 shares; 2026Q1: 190,009 shares 190,009 $8.94M 0.08% +134,208 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,244 shares; 2025Q1: 137,365 shares; 2025Q2: 17,271 shares; 2025Q3: 15,986 shares; 2025Q4: 186,532 shares; 2026Q1: 179,340 shares 179,340 $8.88M 0.08% -7,192 Timeline FSMD 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: restricted; 2024Q4: 24,738 shares; 2025Q1: 34,175 shares; 2025Q2: 66,731 shares; 2025Q3: 180,718 shares; 2025Q4: 194,891 shares; 2026Q1: 195,691 shares 195,691 $8.85M 0.08% +800 Timeline DON 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: restricted; 2024Q4: 833 shares; 2025Q1: 1,405 shares; 2025Q2: 8,839 shares; 2025Q3: 25,242 shares; 2025Q4: 31,041 shares; 2026Q1: 167,577 shares 167,577 $8.84M 0.08% +136,536 Timeline DISV 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: restricted; 2024Q4: 26,534 shares; 2025Q1: 48,443 shares; 2025Q2: 66,788 shares; 2025Q3: 120,014 shares; 2025Q4: 212,746 shares; 2026Q1: 218,217 shares 218,217 $8.71M 0.08% +5,471 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: restricted; 2024Q4: 19,790 shares; 2025Q1: 29,802 shares; 2025Q2: 36,673 shares; 2025Q3: 39,170 shares; 2025Q4: 109,580 shares; 2026Q1: 146,858 shares 146,858 $8.66M 0.08% +37,278 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: restricted; 2024Q4: 11,817 shares; 2025Q1: 97,081 shares; 2025Q2: 98,467 shares; 2025Q3: 122,877 shares; 2025Q4: 190,126 shares; 2026Q1: 182,311 shares 182,311 $8.54M 0.08% -7,815 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,348 shares; 2025Q3: 53,008 shares; 2025Q4: 105,413 shares; 2026Q1: 111,336 shares 111,336 $8.4M 0.08% +5,923 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: restricted; 2024Q4: 22,430 shares; 2025Q1: 22,636 shares; 2025Q2: 22,924 shares; 2025Q3: 37,435 shares; 2025Q4: 52,141 shares; 2026Q1: 58,646 shares 58,646 $8.35M 0.08% +6,505 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42,619 shares; 2025Q2: 52,394 shares; 2025Q3: 136,462 shares; 2025Q4: 165,139 shares; 2026Q1: 232,287 shares 232,287 $8.29M 0.08% +67,148 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: restricted; 2024Q4: 4,131 shares; 2025Q1: 9,409 shares; 2025Q2: 24,281 shares; 2025Q3: 14,986 shares; 2025Q4: 16,916 shares; 2026Q1: 17,516 shares 17,516 $8.15M 0.08% +600 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: restricted; 2024Q4: 7,550 shares; 2025Q1: 10,176 shares; 2025Q2: 12,659 shares; 2025Q3: 15,862 shares; 2025Q4: 20,122 shares; 2026Q1: 22,251 shares 22,251 $8.13M 0.08% +2,129 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,286 shares; 2025Q1: 12,608 shares; 2025Q2: 21,108 shares; 2025Q3: 46,090 shares; 2025Q4: 55,131 shares; 2026Q1: 60,491 shares 60,491 $8.1M 0.08% +5,360 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: restricted; 2024Q4: 18,275 shares; 2025Q1: 18,797 shares; 2025Q2: 23,134 shares; 2025Q3: 25,893 shares; 2025Q4: 36,465 shares; 2026Q1: 43,478 shares 43,478 $8.1M 0.08% +7,013 Timeline BOND 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: restricted; 2024Q4: 30,265 shares; 2025Q1: 102,646 shares; 2025Q2: 86,779 shares; 2025Q3: 83,485 shares; 2025Q4: 89,881 shares; 2026Q1: 87,880 shares 87,880 $8.09M 0.08% -2,001 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: restricted; 2024Q4: 13,921 shares; 2025Q1: 15,096 shares; 2025Q2: 14,934 shares; 2025Q3: 15,446 shares; 2025Q4: 22,590 shares; 2026Q1: 23,070 shares 23,070 $8.09M 0.08% +480 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: restricted; 2024Q4: 6,250 shares; 2025Q1: 12,352 shares; 2025Q2: 14,665 shares; 2025Q3: 34,062 shares; 2025Q4: 41,632 shares; 2026Q1: 85,100 shares 85,100 $8.09M 0.08% +43,468 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 679 shares; 2025Q2: 569 shares; 2025Q3: 702 shares; 2025Q4: 741 shares; 2026Q1: 111,246 shares 111,246 $8.08M 0.08% +110,505 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: restricted; 2024Q4: 12,678 shares; 2025Q1: 18,798 shares; 2025Q2: 30,233 shares; 2025Q3: 41,642 shares; 2025Q4: 53,861 shares; 2026Q1: 61,488 shares 61,488 $8.05M 0.08% +7,627 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: restricted; 2024Q4: 7,028 shares; 2025Q1: 8,382 shares; 2025Q2: 8,160 shares; 2025Q3: 8,409 shares; 2025Q4: 28,202 shares; 2026Q1: 48,800 shares 48,800 $8.02M 0.08% +20,598 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: restricted; 2024Q4: 49,750 shares; 2025Q1: 46,683 shares; 2025Q2: 43,695 shares; 2025Q3: 44,657 shares; 2025Q4: 52,706 shares; 2026Q1: 56,208 shares 56,208 $8.01M 0.08% +3,502 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,001 shares; 2025Q1: 14,975 shares; 2025Q2: 45,407 shares; 2025Q3: 103,506 shares; 2025Q4: 112,109 shares; 2026Q1: 159,336 shares 159,336 $8M 0.08% +47,227 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: restricted; 2024Q4: 2,646 shares; 2025Q1: 2,931 shares; 2025Q2: 2,837 shares; 2025Q3: 832 shares; 2025Q4: 4,526 shares; 2026Q1: 162,347 shares 162,347 $7.95M 0.08% +157,821 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: restricted; 2024Q4: 19,293 shares; 2025Q1: 37,487 shares; 2025Q2: 41,710 shares; 2025Q3: 39,487 shares; 2025Q4: 56,812 shares; 2026Q1: 56,605 shares 56,605 $7.94M 0.08% -207 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,203 shares; 2026Q1: 317,707 shares 317,707 $7.92M 0.07% +76,504 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: restricted; 2024Q4: 1,609 shares; 2025Q1: 9,224 shares; 2025Q2: 30,436 shares; 2025Q3: 40,623 shares; 2025Q4: 86,623 shares; 2026Q1: 184,316 shares 184,316 $7.89M 0.07% +97,693 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 104,123 shares; 2025Q3: 191,291 shares; 2025Q4: 223,610 shares; 2026Q1: 234,621 shares 234,621 $7.86M 0.07% +11,011 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: restricted; 2024Q4: 61,503 shares; 2025Q1: 64,619 shares; 2025Q2: 63,113 shares; 2025Q3: 64,017 shares; 2025Q4: 70,551 shares; 2026Q1: 80,339 shares 80,339 $7.76M 0.07% +9,788 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,180 shares; 2025Q1: 9,775 shares; 2025Q2: 47,972 shares; 2025Q3: 67,944 shares; 2025Q4: 73,210 shares; 2026Q1: 76,330 shares 76,330 $7.69M 0.07% +3,120 Timeline BILS 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: restricted; 2024Q4: 7,511 shares; 2025Q1: 26,226 shares; 2025Q2: 28,461 shares; 2025Q3: 28,544 shares; 2025Q4: 77,715 shares; 2026Q1: 76,729 shares 76,729 $7.61M 0.07% -986 Timeline FDL 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: restricted; 2024Q4: 39,660 shares; 2025Q1: 35,242 shares; 2025Q2: 72,196 shares; 2025Q3: 91,053 shares; 2025Q4: 140,010 shares; 2026Q1: 151,311 shares 151,311 $7.6M 0.07% +11,301 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: restricted; 2024Q4: 59,195 shares; 2025Q1: 85,290 shares; 2025Q2: 135,499 shares; 2025Q3: 140,222 shares; 2025Q4: 220,774 shares; 2026Q1: 264,455 shares 264,455 $7.55M 0.07% +43,681 Timeline RSPG 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: restricted; 2024Q4: not reported; 2025Q1: 19,432 shares; 2025Q2: 20,368 shares; 2025Q3: 79,507 shares; 2025Q4: 78,874 shares; 2026Q1: 71,228 shares 71,228 $7.55M 0.07% -7,646 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: restricted; 2024Q4: 4,162 shares; 2025Q1: 10,464 shares; 2025Q2: 10,250 shares; 2025Q3: 7,742 shares; 2025Q4: 11,946 shares; 2026Q1: 122,103 shares 122,103 $7.52M 0.07% +110,157 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,433 shares; 2025Q1: 957 shares; 2025Q2: 934 shares; 2025Q3: 1,066 shares; 2025Q4: 215,273 shares; 2026Q1: 218,375 shares 218,375 $7.47M 0.07% +3,102 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: restricted; 2024Q4: 22,740 shares; 2025Q1: 33,005 shares; 2025Q2: 39,491 shares; 2025Q3: 42,740 shares; 2025Q4: 62,150 shares; 2026Q1: 72,818 shares 72,818 $7.46M 0.07% +10,668 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: restricted; 2024Q4: 10,088 shares; 2025Q1: 12,859 shares; 2025Q2: 43,154 shares; 2025Q3: 46,282 shares; 2025Q4: 49,157 shares; 2026Q1: 43,913 shares 43,913 $7.44M 0.07% -5,244 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: restricted; 2024Q4: 25,136 shares; 2025Q1: 29,310 shares; 2025Q2: 29,721 shares; 2025Q3: 33,784 shares; 2025Q4: 64,105 shares; 2026Q1: 53,065 shares 53,065 $7.41M 0.07% -11,040 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: restricted; 2024Q4: 51,776 shares; 2025Q1: 96,017 shares; 2025Q2: 138,395 shares; 2025Q3: 158,860 shares; 2025Q4: 185,171 shares; 2026Q1: 191,783 shares 191,783 $7.41M 0.07% +6,612 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 145,286 shares; 2025Q2: 145,089 shares; 2025Q3: 155,928 shares; 2025Q4: 216,087 shares; 2026Q1: 237,325 shares 237,325 $7.4M 0.07% +21,238 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: restricted; 2024Q4: 2,300 shares; 2025Q1: 2,267 shares; 2025Q2: 14,154 shares; 2025Q3: 28,075 shares; 2025Q4: 32,910 shares; 2026Q1: 49,737 shares 49,737 $7.36M 0.07% +16,827 Timeline JUST 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: restricted; 2024Q4: 1,623 shares; 2025Q1: 1,626 shares; 2025Q2: 8,944 shares; 2025Q3: 8,947 shares; 2025Q4: 77,111 shares; 2026Q1: 78,937 shares 78,937 $7.36M 0.07% +1,826 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: restricted; 2024Q4: 891 shares; 2025Q1: 1,145 shares; 2025Q2: 1,238 shares; 2025Q3: 2,177 shares; 2025Q4: 4,063 shares; 2026Q1: 4,822 shares 4,822 $7.33M 0.07% +759 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,578 shares; 2025Q1: 68,859 shares; 2025Q2: 186,906 shares; 2025Q3: 190,422 shares; 2025Q4: 183,386 shares; 2026Q1: 159,292 shares 159,292 $7.3M 0.07% -24,094 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: restricted; 2024Q4: 2,788 shares; 2025Q1: 15,888 shares; 2025Q2: 12,852 shares; 2025Q3: 18,755 shares; 2025Q4: 131,601 shares; 2026Q1: 128,029 shares 128,029 $7.28M 0.07% -3,572 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: restricted; 2024Q4: 2,528 shares; 2025Q1: 3,220 shares; 2025Q2: 4,822 shares; 2025Q3: 5,937 shares; 2025Q4: 11,783 shares; 2026Q1: 12,722 shares 12,722 $7.26M 0.07% +939 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 49,352 shares; 2025Q2: 72,929 shares; 2025Q3: 181,096 shares; 2025Q4: 211,740 shares; 2026Q1: 215,085 shares 215,085 $7.21M 0.07% +3,345 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,654 shares; 2025Q1: 23,576 shares; 2025Q2: 23,565 shares; 2025Q3: 22,447 shares; 2025Q4: 54,136 shares; 2026Q1: 64,539 shares 64,539 $7.12M 0.07% +10,403 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: restricted; 2024Q4: 22,540 shares; 2025Q1: 35,912 shares; 2025Q2: 34,449 shares; 2025Q3: 37,527 shares; 2025Q4: 78,283 shares; 2026Q1: 113,941 shares 113,941 $7.03M 0.07% +35,658 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 381 shares; 2025Q3: 1,683 shares; 2025Q4: 91,758 shares; 2026Q1: 78,907 shares 78,907 $6.95M 0.07% -12,851 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: restricted; 2024Q4: 13,959 shares; 2025Q1: 13,635 shares; 2025Q2: 21,109 shares; 2025Q3: 41,437 shares; 2025Q4: 56,063 shares; 2026Q1: 54,397 shares 54,397 $6.95M 0.07% -1,666 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,114 shares; 2025Q1: 106,154 shares; 2025Q2: 112,368 shares; 2025Q3: 116,554 shares; 2025Q4: 83,863 shares; 2026Q1: 125,086 shares 125,086 $6.94M 0.07% +41,223 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: restricted; 2024Q4: 21,672 shares; 2025Q1: 27,914 shares; 2025Q2: 31,914 shares; 2025Q3: 38,385 shares; 2025Q4: 57,392 shares; 2026Q1: 60,077 shares 60,077 $6.93M 0.07% +2,685 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: restricted; 2024Q4: 3,766 shares; 2025Q1: 4,005 shares; 2025Q2: 6,036 shares; 2025Q3: 10,071 shares; 2025Q4: 20,125 shares; 2026Q1: 21,118 shares 21,118 $6.91M 0.07% +993 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,192 shares; 2025Q1: 50,979 shares; 2025Q2: 51,063 shares; 2025Q3: 53,083 shares; 2025Q4: 67,100 shares; 2026Q1: 67,659 shares 67,659 $6.88M 0.07% +559 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,011 shares; 2025Q3: 85,688 shares; 2025Q4: 218,423 shares; 2026Q1: 306,339 shares 306,339 $6.85M 0.06% +87,916 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: restricted; 2024Q4: 34,193 shares; 2025Q1: 48,333 shares; 2025Q2: 95,833 shares; 2025Q3: 101,152 shares; 2025Q4: 128,578 shares; 2026Q1: 104,463 shares 104,463 $6.84M 0.06% -24,115 Timeline DFGP 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: restricted; 2024Q4: 4,406 shares; 2025Q1: 4,589 shares; 2025Q2: 9,682 shares; 2025Q3: 16,727 shares; 2025Q4: 85,046 shares; 2026Q1: 126,277 shares 126,277 $6.83M 0.06% +41,231 Timeline RDVI 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: restricted; 2024Q4: 54,492 shares; 2025Q1: 11,859 shares; 2025Q2: 35,264 shares; 2025Q3: 68,876 shares; 2025Q4: 156,542 shares; 2026Q1: 264,710 shares 264,710 $6.82M 0.06% +108,168 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: restricted; 2024Q4: 13,568 shares; 2025Q1: 16,123 shares; 2025Q2: 39,152 shares; 2025Q3: 44,397 shares; 2025Q4: 48,677 shares; 2026Q1: 59,317 shares 59,317 $6.78M 0.06% +10,640 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: restricted; 2024Q4: 11,076 shares; 2025Q1: 14,275 shares; 2025Q2: 16,952 shares; 2025Q3: 19,275 shares; 2025Q4: 63,384 shares; 2026Q1: 72,937 shares 72,937 $6.74M 0.06% +9,553 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,583 shares; 2025Q1: 4,180 shares; 2025Q2: 12,851 shares; 2025Q3: 14,452 shares; 2025Q4: 15,624 shares; 2026Q1: 141,995 shares 141,995 $6.66M 0.06% +126,371 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: restricted; 2024Q4: 7,268 shares; 2025Q1: 56,491 shares; 2025Q2: 72,418 shares; 2025Q3: 71,965 shares; 2025Q4: 68,608 shares; 2026Q1: 66,870 shares 66,870 $6.63M 0.06% -1,738 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: restricted; 2024Q4: 12,882 shares; 2025Q1: 10,989 shares; 2025Q2: 18,134 shares; 2025Q3: 23,352 shares; 2025Q4: 31,928 shares; 2026Q1: 40,952 shares 40,952 $6.58M 0.06% +9,024 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: restricted; 2024Q4: 6,010 shares; 2025Q1: 6,467 shares; 2025Q2: 9,695 shares; 2025Q3: 11,442 shares; 2025Q4: 16,863 shares; 2026Q1: 31,108 shares 31,108 $6.51M 0.06% +14,245 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: restricted; 2024Q4: 49,833 shares; 2025Q1: 87,041 shares; 2025Q2: 93,156 shares; 2025Q3: 65,701 shares; 2025Q4: 66,063 shares; 2026Q1: 78,495 shares 78,495 $6.48M 0.06% +12,432 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: restricted; 2024Q4: 4,219 shares; 2025Q1: 5,668 shares; 2025Q2: 9,215 shares; 2025Q3: 9,892 shares; 2025Q4: 16,840 shares; 2026Q1: 16,400 shares 16,400 $6.45M 0.06% -440 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: restricted; 2024Q4: 4,739 shares; 2025Q1: 8,952 shares; 2025Q2: 10,995 shares; 2025Q3: 22,545 shares; 2025Q4: 49,311 shares; 2026Q1: 53,228 shares 53,228 $6.44M 0.06% +3,917 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,412 shares; 2025Q3: 83,256 shares; 2025Q4: 465,464 shares; 2026Q1: 189,049 shares 189,049 $6.42M 0.06% -276,415 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,503 shares; 2025Q1: 8,071 shares; 2025Q2: 66,517 shares; 2025Q3: 97,232 shares; 2025Q4: 87,521 shares; 2026Q1: 362,621 shares 362,621 $6.31M 0.06% +275,100 Timeline JMUB 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: restricted; 2024Q4: 3,722 shares; 2025Q1: 14,029 shares; 2025Q2: 15,083 shares; 2025Q3: 28,104 shares; 2025Q4: 40,285 shares; 2026Q1: 125,934 shares 125,934 $6.3M 0.06% +85,649 Timeline DFGX 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: restricted; 2024Q4: 17,755 shares; 2025Q1: 27,725 shares; 2025Q2: 37,050 shares; 2025Q3: 43,496 shares; 2025Q4: 49,470 shares; 2026Q1: 119,608 shares 119,608 $6.29M 0.06% +70,138 Timeline AVES 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: restricted; 2024Q4: 3,713 shares; 2025Q1: 5,392 shares; 2025Q2: 7,535 shares; 2025Q3: 16,079 shares; 2025Q4: 123,061 shares; 2026Q1: 104,576 shares 104,576 $6.29M 0.06% -18,485 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,044 shares; 2025Q1: 26,479 shares; 2025Q2: 52,975 shares; 2025Q3: 142,152 shares; 2025Q4: 167,317 shares; 2026Q1: 186,049 shares 186,049 $6.24M 0.06% +18,732 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: restricted; 2024Q4: 3,309 shares; 2025Q1: 3,918 shares; 2025Q2: 3,736 shares; 2025Q3: 18,116 shares; 2025Q4: 23,478 shares; 2026Q1: 20,944 shares 20,944 $6.24M 0.06% -2,534 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: restricted; 2024Q4: 17,275 shares; 2025Q1: 90,080 shares; 2025Q2: 98,837 shares; 2025Q3: 101,177 shares; 2025Q4: 103,629 shares; 2026Q1: 116,861 shares 116,861 $6.2M 0.06% +13,232 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: restricted; 2024Q4: 13,413 shares; 2025Q1: 32,350 shares; 2025Q2: 41,792 shares; 2025Q3: 51,014 shares; 2025Q4: 84,329 shares; 2026Q1: 86,428 shares 86,428 $6.2M 0.06% +2,099 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: restricted; 2024Q4: 25,556 shares; 2025Q1: 26,864 shares; 2025Q2: 40,486 shares; 2025Q3: 42,467 shares; 2025Q4: 70,761 shares; 2026Q1: 100,700 shares 100,700 $6.16M 0.06% +29,939 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 15,585 shares; 2025Q3: 16,673 shares; 2025Q4: 51,082 shares; 2026Q1: 83,602 shares 83,602 $6.14M 0.06% +32,520 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,296 shares; 2025Q1: 4,512 shares; 2025Q2: 4,455 shares; 2025Q3: 5,283 shares; 2025Q4: 13,157 shares; 2026Q1: 14,420 shares 14,420 $6.13M 0.06% +1,263 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: restricted; 2024Q4: 4,608 shares; 2025Q1: 7,690 shares; 2025Q2: 8,746 shares; 2025Q3: 17,342 shares; 2025Q4: 24,969 shares; 2026Q1: 26,511 shares 26,511 $6.12M 0.06% +1,542 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,219 shares; 2025Q1: 13,617 shares; 2025Q2: 17,201 shares; 2025Q3: 25,761 shares; 2025Q4: 29,068 shares; 2026Q1: 30,503 shares 30,503 $6.07M 0.06% +1,435 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: restricted; 2024Q4: 663 shares; 2025Q1: 1,540 shares; 2025Q2: 2,689 shares; 2025Q3: 16,934 shares; 2025Q4: 23,151 shares; 2026Q1: 47,041 shares 47,041 $6.06M 0.06% +23,890 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: restricted; 2024Q4: 629 shares; 2025Q1: 653 shares; 2025Q2: 801 shares; 2025Q3: 3,093 shares; 2025Q4: 4,408 shares; 2026Q1: 19,160 shares 19,160 $6.06M 0.06% +14,752 Timeline SHM 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: restricted; 2024Q4: 168,723 shares; 2025Q1: 152,988 shares; 2025Q2: 145,709 shares; 2025Q3: 124,181 shares; 2025Q4: 123,129 shares; 2026Q1: 126,198 shares 126,198 $6.03M 0.06% +3,069 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: restricted; 2024Q4: 12,598 shares; 2025Q1: 15,614 shares; 2025Q2: 16,118 shares; 2025Q3: 18,451 shares; 2025Q4: 21,082 shares; 2026Q1: 21,764 shares 21,764 $5.96M 0.06% +682 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: restricted; 2024Q4: 12,887 shares; 2025Q1: 13,864 shares; 2025Q2: 25,086 shares; 2025Q3: 27,252 shares; 2025Q4: 45,924 shares; 2026Q1: 50,259 shares 50,259 $5.96M 0.06% +4,335 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,102 shares; 2026Q1: 116,857 shares 116,857 $5.91M 0.06% -32,245 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 32,739 shares; 2025Q4: 41,426 shares; 2026Q1: 118,976 shares 118,976 $5.9M 0.06% +77,550 Timeline LGOV 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: restricted; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 235,276 shares; 2025Q3: 239,319 shares; 2025Q4: 247,321 shares; 2026Q1: 272,486 shares 272,486 $5.87M 0.06% +25,165 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 6,769 shares; 2025Q2: 11,127 shares; 2025Q3: 11,092 shares; 2025Q4: 13,998 shares; 2026Q1: 18,010 shares 18,010 $5.87M 0.06% +4,012 Timeline JBND 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: restricted; 2024Q4: 300 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 14,839 shares; 2026Q1: 109,210 shares 109,210 $5.85M 0.06% +94,371 Timeline DFLV 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: restricted; 2024Q4: 67,442 shares; 2025Q1: 66,590 shares; 2025Q2: 67,492 shares; 2025Q3: 123,102 shares; 2025Q4: 159,631 shares; 2026Q1: 163,392 shares 163,392 $5.85M 0.06% +3,761 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,979 shares; 2025Q1: 98,337 shares; 2025Q2: 97,012 shares; 2025Q3: 100,928 shares; 2025Q4: 115,189 shares; 2026Q1: 119,984 shares 119,984 $5.84M 0.06% +4,795 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: restricted; 2024Q4: 4,105 shares; 2025Q1: 5,125 shares; 2025Q2: 7,165 shares; 2025Q3: 12,063 shares; 2025Q4: 40,436 shares; 2026Q1: 59,691 shares 59,691 $5.8M 0.05% +19,255 Timeline SSPY EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,112 shares; 2026Q1: 65,288 shares 65,288 $5.79M 0.05% -1,824 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: restricted; 2024Q4: 863 shares; 2025Q1: 1,102 shares; 2025Q2: 1,219 shares; 2025Q3: 1,925 shares; 2025Q4: 3,847 shares; 2026Q1: 4,030 shares 4,030 $5.76M 0.05% +183 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: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: 8 shares 8 $5.73M 0.05% +1 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: restricted; 2024Q4: 7,473 shares; 2025Q1: 10,803 shares; 2025Q2: 12,511 shares; 2025Q3: 18,477 shares; 2025Q4: 23,952 shares; 2026Q1: 27,621 shares 27,621 $5.73M 0.05% +3,669 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: restricted; 2024Q4: 3,011 shares; 2025Q1: 1,789 shares; 2025Q2: 4,424 shares; 2025Q3: 10,450 shares; 2025Q4: 13,257 shares; 2026Q1: 14,506 shares 14,506 $5.69M 0.05% +1,249 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: restricted; 2024Q4: 97,925 shares; 2025Q1: 111,636 shares; 2025Q2: 91,844 shares; 2025Q3: 81,826 shares; 2025Q4: 168,794 shares; 2026Q1: 193,606 shares 193,606 $5.68M 0.05% +24,812 Timeline SPIB 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: restricted; 2024Q4: 348,361 shares; 2025Q1: 434,553 shares; 2025Q2: 819,060 shares; 2025Q3: 193,897 shares; 2025Q4: 181,611 shares; 2026Q1: 168,724 shares 168,724 $5.64M 0.05% -12,887 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: restricted; 2024Q4: 9,818 shares; 2025Q1: 6,051 shares; 2025Q2: 5,079 shares; 2025Q3: 28,679 shares; 2025Q4: 29,983 shares; 2026Q1: 30,510 shares 30,510 $5.63M 0.05% +527 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,303 shares; 2025Q1: 6,799 shares; 2025Q2: 7,558 shares; 2025Q3: 9,735 shares; 2025Q4: 14,793 shares; 2026Q1: 17,084 shares 17,084 $5.63M 0.05% +2,291 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: restricted; 2024Q4: 4,724 shares; 2025Q1: 5,791 shares; 2025Q2: 6,498 shares; 2025Q3: 10,096 shares; 2025Q4: 9,770 shares; 2026Q1: 13,291 shares 13,291 $5.62M 0.05% +3,521 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: restricted; 2024Q4: 1,261 shares; 2025Q1: 1,563 shares; 2025Q2: 1,595 shares; 2025Q3: 3,127 shares; 2025Q4: 5,285 shares; 2026Q1: 6,098 shares 6,098 $5.61M 0.05% +813 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 980 shares; 2025Q1: 1,568 shares; 2025Q2: 3,415 shares; 2025Q3: 5,047 shares; 2025Q4: 7,651 shares; 2026Q1: 9,926 shares 9,926 $5.56M 0.05% +2,275 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: restricted; 2024Q4: 5,650 shares; 2025Q1: 5,573 shares; 2025Q2: 7,638 shares; 2025Q3: 11,322 shares; 2025Q4: 12,921 shares; 2026Q1: 12,870 shares 12,870 $5.48M 0.05% -51 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: restricted; 2024Q4: 11,138 shares; 2025Q1: 9,337 shares; 2025Q2: 9,737 shares; 2025Q3: 13,864 shares; 2025Q4: 70,636 shares; 2026Q1: 110,298 shares 110,298 $5.46M 0.05% +39,662 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,041 shares; 2025Q1: 12,527 shares; 2025Q2: 14,338 shares; 2025Q3: 24,609 shares; 2025Q4: 42,695 shares; 2026Q1: 55,551 shares 55,551 $5.44M 0.05% +12,856 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: restricted; 2024Q4: 8,268 shares; 2025Q1: 12,808 shares; 2025Q2: 15,028 shares; 2025Q3: 16,181 shares; 2025Q4: 20,929 shares; 2026Q1: 22,846 shares 22,846 $5.39M 0.05% +1,917 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: restricted; 2024Q4: 17,612 shares; 2025Q1: 4,565 shares; 2025Q2: 4,149 shares; 2025Q3: 4,055 shares; 2025Q4: 149,089 shares; 2026Q1: 185,037 shares 185,037 $5.38M 0.05% +35,948 Timeline MINT 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: restricted; 2024Q4: 16,070 shares; 2025Q1: 23,187 shares; 2025Q2: 25,892 shares; 2025Q3: 24,164 shares; 2025Q4: 31,999 shares; 2026Q1: 53,433 shares 53,433 $5.36M 0.05% +21,434 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,239 shares; 2025Q1: 15,628 shares; 2025Q2: 17,328 shares; 2025Q3: 18,309 shares; 2025Q4: 34,378 shares; 2026Q1: 34,514 shares 34,514 $5.35M 0.05% +136 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: restricted; 2024Q4: 10,829 shares; 2025Q1: 18,325 shares; 2025Q2: 27,717 shares; 2025Q3: 41,091 shares; 2025Q4: 45,585 shares; 2026Q1: 48,267 shares 48,267 $5.34M 0.05% +2,682 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: restricted; 2024Q4: 3,909 shares; 2025Q1: 3,160 shares; 2025Q2: 8,169 shares; 2025Q3: 8,697 shares; 2025Q4: 16,332 shares; 2026Q1: 16,581 shares 16,581 $5.32M 0.05% +249 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,736 shares; 2026Q1: 94,737 shares 94,737 $5.31M 0.05% +7,001 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: restricted; 2024Q4: 473 shares; 2025Q1: 6,468 shares; 2025Q2: 4,622 shares; 2025Q3: 33,622 shares; 2025Q4: 58,661 shares; 2026Q1: 46,268 shares 46,268 $5.3M 0.05% -12,393 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: restricted; 2024Q4: 14,467 shares; 2025Q1: 41,810 shares; 2025Q2: 52,761 shares; 2025Q3: 60,907 shares; 2025Q4: 84,280 shares; 2026Q1: 100,094 shares 100,094 $5.28M 0.05% +15,814 Timeline SPSB 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: restricted; 2024Q4: 11,821 shares; 2025Q1: 11,526 shares; 2025Q2: 1,514 shares; 2025Q3: 27,339 shares; 2025Q4: 58,776 shares; 2026Q1: 176,093 shares 176,093 $5.28M 0.05% +117,317 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: restricted; 2024Q4: 2,787 shares; 2025Q1: 3,833 shares; 2025Q2: 5,135 shares; 2025Q3: 6,140 shares; 2025Q4: 8,312 shares; 2026Q1: 10,608 shares 10,608 $5.24M 0.05% +2,296 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: restricted; 2024Q4: 6,351 shares; 2025Q1: 8,463 shares; 2025Q2: 65,511 shares; 2025Q3: 155,281 shares; 2025Q4: 81,607 shares; 2026Q1: 76,333 shares 76,333 $5.2M 0.05% -5,274 Timeline FMDE 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: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 1,960 shares; 2025Q4: 83,031 shares; 2026Q1: 143,186 shares 143,186 $5.2M 0.05% +60,155 Timeline JSML 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: restricted; 2024Q4: not reported; 2025Q1: 1,987 shares; 2025Q2: 6,449 shares; 2025Q3: 57,022 shares; 2025Q4: 67,818 shares; 2026Q1: 73,154 shares 73,154 $5.18M 0.05% +5,336 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: restricted; 2024Q4: 57,522 shares; 2025Q1: 61,052 shares; 2025Q2: 66,986 shares; 2025Q3: 67,742 shares; 2025Q4: 71,699 shares; 2026Q1: 59,342 shares 59,342 $5.11M 0.05% -12,357 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: restricted; 2024Q4: 5,084 shares; 2025Q1: 6,238 shares; 2025Q2: 12,931 shares; 2025Q3: 11,289 shares; 2025Q4: 15,173 shares; 2026Q1: 20,741 shares 20,741 $5.04M 0.05% +5,568 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: restricted; 2024Q4: 8,186 shares; 2025Q1: 13,558 shares; 2025Q2: 14,546 shares; 2025Q3: 19,747 shares; 2025Q4: 30,961 shares; 2026Q1: 28,683 shares 28,683 $5.04M 0.05% -2,278 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: restricted; 2024Q4: 12,738 shares; 2025Q1: 112,227 shares; 2025Q2: 108,939 shares; 2025Q3: 105,138 shares; 2025Q4: 142,260 shares; 2026Q1: 152,464 shares 152,464 $5.04M 0.05% +10,204 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: restricted; 2024Q4: 5,301 shares; 2025Q1: 9,545 shares; 2025Q2: 10,908 shares; 2025Q3: 12,403 shares; 2025Q4: 15,555 shares; 2026Q1: 16,663 shares 16,663 $5.02M 0.05% +1,108 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: restricted; 2024Q4: 977 shares; 2025Q1: 20,436 shares; 2025Q2: 60,326 shares; 2025Q3: 56,726 shares; 2025Q4: 88,362 shares; 2026Q1: 106,489 shares 106,489 $5.02M 0.05% +18,127 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,352 shares; 2025Q1: 2,679 shares; 2025Q2: 6,504 shares; 2025Q3: 8,169 shares; 2025Q4: 11,635 shares; 2026Q1: 12,873 shares 12,873 $4.99M 0.05% +1,238 Timeline DGCB 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: restricted; 2024Q4: 15,370 shares; 2025Q1: 23,348 shares; 2025Q2: 27,568 shares; 2025Q3: 30,134 shares; 2025Q4: 35,505 shares; 2026Q1: 91,975 shares 91,975 $4.99M 0.05% +56,470 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: restricted; 2024Q4: 7,083 shares; 2025Q1: 7,082 shares; 2025Q2: 9,817 shares; 2025Q3: 52,238 shares; 2025Q4: 68,876 shares; 2026Q1: 65,494 shares 65,494 $4.98M 0.05% -3,382 Timeline EMGF 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: restricted; 2024Q4: 4,113 shares; 2025Q1: 24,363 shares; 2025Q2: 25,543 shares; 2025Q3: 72,477 shares; 2025Q4: 80,070 shares; 2026Q1: 81,359 shares 81,359 $4.97M 0.05% +1,289 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: restricted; 2024Q4: 346,336 shares; 2025Q1: 305,374 shares; 2025Q2: 218,771 shares; 2025Q3: 154,615 shares; 2025Q4: 143,966 shares; 2026Q1: 146,424 shares 146,424 $4.97M 0.05% +2,458 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,229 shares; 2025Q1: 44,067 shares; 2025Q2: 30,955 shares; 2025Q3: 138,312 shares; 2025Q4: 175,808 shares; 2026Q1: 213,851 shares 213,851 $4.95M 0.05% +38,043 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 5,555 shares; 2025Q3: 88,687 shares; 2025Q4: 108,943 shares; 2026Q1: 105,090 shares 105,090 $4.94M 0.05% -3,853 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: restricted; 2024Q4: 3,373 shares; 2025Q1: 7,171 shares; 2025Q2: 7,396 shares; 2025Q3: 7,736 shares; 2025Q4: 43,269 shares; 2026Q1: 47,162 shares 47,162 $4.91M 0.05% +3,893 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,159 shares; 2025Q1: 10,141 shares; 2025Q2: 17,293 shares; 2025Q3: 21,846 shares; 2025Q4: 43,160 shares; 2026Q1: 106,394 shares 106,394 $4.91M 0.05% +63,234 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,488 shares 121,488 $4.9M 0.05% new 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: restricted; 2024Q4: 3,948 shares; 2025Q1: 5,048 shares; 2025Q2: 6,544 shares; 2025Q3: 7,688 shares; 2025Q4: 9,542 shares; 2026Q1: 9,904 shares 9,904 $4.9M 0.05% +362 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: restricted; 2024Q4: 8,923 shares; 2025Q1: 11,912 shares; 2025Q2: 17,002 shares; 2025Q3: 21,232 shares; 2025Q4: 29,744 shares; 2026Q1: 29,238 shares 29,238 $4.86M 0.05% -506 Timeline IWMI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,039 shares 102,039 $4.86M 0.05% new Timeline FELG 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: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 13,632 shares; 2025Q4: 107,697 shares; 2026Q1: 128,140 shares 128,140 $4.85M 0.05% +20,443 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: restricted; 2024Q4: 9,925 shares; 2025Q1: 9,993 shares; 2025Q2: 11,881 shares; 2025Q3: 13,956 shares; 2025Q4: 19,027 shares; 2026Q1: 24,096 shares 24,096 $4.85M 0.05% +5,069 Timeline BLV 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: restricted; 2024Q4: 5,257 shares; 2025Q1: 57,484 shares; 2025Q2: 65,770 shares; 2025Q3: 70,065 shares; 2025Q4: 77,964 shares; 2026Q1: 70,584 shares 70,584 $4.84M 0.05% -7,380 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,862 shares; 2025Q1: 6,009 shares; 2025Q2: 5,578 shares; 2025Q3: 4,371 shares; 2025Q4: 15,214 shares; 2026Q1: 16,672 shares 16,672 $4.78M 0.05% +1,458 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: restricted; 2024Q4: 3,289 shares; 2025Q1: 3,216 shares; 2025Q2: 5,845 shares; 2025Q3: 7,333 shares; 2025Q4: 9,950 shares; 2026Q1: 10,295 shares 10,295 $4.78M 0.05% +345 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,075 shares; 2025Q1: 9,239 shares; 2025Q2: 21,763 shares; 2025Q3: 76,424 shares; 2025Q4: 88,286 shares; 2026Q1: 100,984 shares 100,984 $4.78M 0.05% +12,698 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: restricted; 2024Q4: 6,749 shares; 2025Q1: 9,719 shares; 2025Q2: 16,570 shares; 2025Q3: 19,421 shares; 2025Q4: 42,664 shares; 2026Q1: 51,552 shares 51,552 $4.74M 0.04% +8,888 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: restricted; 2024Q4: 41,127 shares; 2025Q1: 43,710 shares; 2025Q2: 45,173 shares; 2025Q3: 46,184 shares; 2025Q4: 54,176 shares; 2026Q1: 51,670 shares 51,670 $4.67M 0.04% -2,506 Timeline WCMI 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: restricted; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 6,291 shares; 2025Q3: 49,618 shares; 2025Q4: 161,655 shares; 2026Q1: 272,621 shares 272,621 $4.64M 0.04% +110,966 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,807 shares 181,807 $4.62M 0.04% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,867 shares; 2025Q1: 59,342 shares; 2025Q2: 69,086 shares; 2025Q3: 75,001 shares; 2025Q4: 80,270 shares; 2026Q1: 92,286 shares 92,286 $4.6M 0.04% +12,016 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,101 shares; 2025Q1: 31,849 shares; 2025Q2: 32,882 shares; 2025Q3: 31,567 shares; 2025Q4: 98,756 shares; 2026Q1: 98,102 shares 98,102 $4.6M 0.04% -654 Timeline DEHP 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: restricted; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 1,348 shares; 2025Q4: 167,197 shares; 2026Q1: 134,762 shares 134,762 $4.59M 0.04% -32,435 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,998 shares; 2025Q1: 35,337 shares; 2025Q2: 40,754 shares; 2025Q3: 58,888 shares; 2025Q4: 72,266 shares; 2026Q1: 131,587 shares 131,587 $4.58M 0.04% +59,321 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,419 shares; 2026Q1: 180,476 shares 180,476 $4.56M 0.04% -4,943 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: restricted; 2024Q4: 489 shares; 2025Q1: 472 shares; 2025Q2: 528 shares; 2025Q3: 625 shares; 2025Q4: 1,107 shares; 2026Q1: 1,080 shares 1,080 $4.52M 0.04% -27 Timeline DFEV 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: restricted; 2024Q4: 46,995 shares; 2025Q1: 62,077 shares; 2025Q2: 71,734 shares; 2025Q3: 81,917 shares; 2025Q4: 117,433 shares; 2026Q1: 125,524 shares 125,524 $4.51M 0.04% +8,091 Timeline LRGF 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: restricted; 2024Q4: 96,510 shares; 2025Q1: 85,041 shares; 2025Q2: 85,928 shares; 2025Q3: 34,666 shares; 2025Q4: 34,454 shares; 2026Q1: 67,527 shares 67,527 $4.49M 0.04% +33,073 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: restricted; 2024Q4: 2,769 shares; 2025Q1: 22,771 shares; 2025Q2: 21,167 shares; 2025Q3: 20,588 shares; 2025Q4: 20,768 shares; 2026Q1: 21,380 shares 21,380 $4.43M 0.04% +612 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,939 shares 105,939 $4.42M 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,304 shares; 2025Q1: 10,199 shares; 2025Q2: 12,248 shares; 2025Q3: 14,037 shares; 2025Q4: 28,071 shares; 2026Q1: 29,256 shares 29,256 $4.42M 0.04% +1,185 Timeline PDBA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,140 shares 122,140 $4.42M 0.04% new Timeline FDG 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: restricted; 2024Q4: not reported; 2025Q1: 5,224 shares; 2025Q2: 21,679 shares; 2025Q3: 33,419 shares; 2025Q4: 35,383 shares; 2026Q1: 38,261 shares 38,261 $4.41M 0.04% +2,878 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,372 shares; 2025Q4: 9,655 shares; 2026Q1: 57,034 shares 57,034 $4.41M 0.04% +47,379 Timeline DFGR 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: restricted; 2024Q4: 45,222 shares; 2025Q1: 96,152 shares; 2025Q2: 80,263 shares; 2025Q3: 88,540 shares; 2025Q4: 153,695 shares; 2026Q1: 164,068 shares 164,068 $4.39M 0.04% +10,373 Timeline XMMO 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: restricted; 2024Q4: 682 shares; 2025Q1: 2,198 shares; 2025Q2: 5,059 shares; 2025Q3: 15,478 shares; 2025Q4: 34,147 shares; 2026Q1: 29,526 shares 29,526 $4.36M 0.04% -4,621 Timeline AOA 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: restricted; 2024Q4: 5,944 shares; 2025Q1: 7,626 shares; 2025Q2: 24,510 shares; 2025Q3: 27,339 shares; 2025Q4: 35,062 shares; 2026Q1: 48,523 shares 48,523 $4.32M 0.04% +13,461 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,257 shares; 2026Q1: 169,832 shares 169,832 $4.31M 0.04% +27,575 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: restricted; 2024Q4: 2,240 shares; 2025Q1: 2,753 shares; 2025Q2: 3,435 shares; 2025Q3: 5,884 shares; 2025Q4: 7,619 shares; 2026Q1: 7,820 shares 7,820 $4.3M 0.04% +201 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,363 shares; 2025Q1: 20,355 shares; 2025Q2: 23,890 shares; 2025Q3: 30,223 shares; 2025Q4: 86,298 shares; 2026Q1: 80,125 shares 80,125 $4.3M 0.04% -6,173 Timeline KNG 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: restricted; 2024Q4: 22,636 shares; 2025Q1: 52,601 shares; 2025Q2: 100,097 shares; 2025Q3: 127,478 shares; 2025Q4: 136,946 shares; 2026Q1: 87,701 shares 87,701 $4.27M 0.04% -49,245 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: restricted; 2024Q4: 24,656 shares; 2025Q1: 19,683 shares; 2025Q2: 24,545 shares; 2025Q3: 22,722 shares; 2025Q4: 43,158 shares; 2026Q1: 40,141 shares 40,141 $4.27M 0.04% -3,017 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: restricted; 2024Q4: 8,010 shares; 2025Q1: 10,549 shares; 2025Q2: 11,030 shares; 2025Q3: 13,972 shares; 2025Q4: 15,444 shares; 2026Q1: 12,526 shares 12,526 $4.24M 0.04% -2,918 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,321 shares; 2025Q2: 2,792 shares; 2025Q3: 3,174 shares; 2025Q4: 316,162 shares; 2026Q1: 181,791 shares 181,791 $4.16M 0.04% -134,371 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: restricted; 2024Q4: 1,810 shares; 2025Q1: 3,595 shares; 2025Q2: 3,550 shares; 2025Q3: 4,620 shares; 2025Q4: 5,632 shares; 2026Q1: 5,934 shares 5,934 $4.14M 0.04% +302 Timeline ACLO TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,700 shares 81,700 $4.1M 0.04% new 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: restricted; 2024Q4: 48,533 shares; 2025Q1: 46,910 shares; 2025Q2: 47,465 shares; 2025Q3: 18,626 shares; 2025Q4: 35,522 shares; 2026Q1: 36,631 shares 36,631 $4.1M 0.04% +1,109 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: restricted; 2024Q4: 2,292 shares; 2025Q1: 2,561 shares; 2025Q2: 2,801 shares; 2025Q3: 3,257 shares; 2025Q4: 4,054 shares; 2026Q1: 4,278 shares 4,278 $4.1M 0.04% +224 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: restricted; 2024Q4: 29,268 shares; 2025Q1: 90,189 shares; 2025Q2: 79,650 shares; 2025Q3: 60,389 shares; 2025Q4: 58,718 shares; 2026Q1: 164,816 shares 164,816 $4.09M 0.04% +106,098 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: restricted; 2024Q4: 12,620 shares; 2025Q1: 23,737 shares; 2025Q2: 30,272 shares; 2025Q3: 47,124 shares; 2025Q4: 54,197 shares; 2026Q1: 55,073 shares 55,073 $4.09M 0.04% +876 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: restricted; 2024Q4: 59,351 shares; 2025Q1: 53,438 shares; 2025Q2: 55,619 shares; 2025Q3: 50,941 shares; 2025Q4: 51,853 shares; 2026Q1: 40,811 shares 40,811 $4.08M 0.04% -11,042 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: restricted; 2024Q4: 43,948 shares; 2025Q1: 40,430 shares; 2025Q2: 41,744 shares; 2025Q3: 37,257 shares; 2025Q4: 56,860 shares; 2026Q1: 65,408 shares 65,408 $4.08M 0.04% +8,548 Timeline GLIN 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: restricted; 2024Q4: 25,725 shares; 2025Q1: 32,310 shares; 2025Q2: 92,530 shares; 2025Q3: 95,070 shares; 2025Q4: 96,770 shares; 2026Q1: 98,930 shares 98,930 $4.07M 0.04% +2,160 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 212 shares; 2025Q3: 8,517 shares; 2025Q4: 70,664 shares; 2026Q1: 73,402 shares 73,402 $4.07M 0.04% +2,738 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: restricted; 2024Q4: 12,318 shares; 2025Q1: 11,317 shares; 2025Q2: 12,193 shares; 2025Q3: 12,588 shares; 2025Q4: 35,279 shares; 2026Q1: 35,826 shares 35,826 $4.06M 0.04% +547 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,592 shares; 2026Q1: 80,673 shares 80,673 $4.05M 0.04% +69,081 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: restricted; 2024Q4: 6,252 shares; 2025Q1: 16,382 shares; 2025Q2: 17,339 shares; 2025Q3: 30,056 shares; 2025Q4: 39,590 shares; 2026Q1: 35,315 shares 35,315 $4.02M 0.04% -4,275 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,770 shares; 2025Q1: 40,741 shares; 2025Q2: 50,982 shares; 2025Q3: 54,692 shares; 2025Q4: 44,266 shares; 2026Q1: 46,943 shares 46,943 $4.01M 0.04% +2,677 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 19,836 shares; 2025Q2: 35,213 shares; 2025Q3: 38,585 shares; 2025Q4: 44,500 shares; 2026Q1: 59,214 shares 59,214 $4M 0.04% +14,714 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,034 shares; 2025Q1: 14,451 shares; 2025Q2: 17,501 shares; 2025Q3: 15,675 shares; 2025Q4: 21,104 shares; 2026Q1: 19,542 shares 19,542 $3.99M 0.04% -1,562 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: restricted; 2024Q4: 9,253 shares; 2025Q1: 12,708 shares; 2025Q2: 18,289 shares; 2025Q3: 30,810 shares; 2025Q4: 33,047 shares; 2026Q1: 31,865 shares 31,865 $3.98M 0.04% -1,182 Timeline WELLS FARGO & CO 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: restricted; 2024Q4: 55 shares; 2025Q1: 272 shares; 2025Q2: 776 shares; 2025Q3: 1,575 shares; 2025Q4: 2,908 shares; 2026Q1: 3,385 shares 3,385 $3.92M 0.04% +477 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: restricted; 2024Q4: 3,630 shares; 2025Q1: 5,887 shares; 2025Q2: 5,755 shares; 2025Q3: 7,702 shares; 2025Q4: 6,846 shares; 2026Q1: 15,051 shares 15,051 $3.9M 0.04% +8,205 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,066 shares; 2025Q2: 9,935 shares; 2025Q3: 9,947 shares; 2025Q4: 51,674 shares; 2026Q1: 76,946 shares 76,946 $3.9M 0.04% +25,272 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: restricted; 2024Q4: 3,234 shares; 2025Q1: 5,504 shares; 2025Q2: 5,955 shares; 2025Q3: 7,198 shares; 2025Q4: 9,876 shares; 2026Q1: 13,908 shares 13,908 $3.89M 0.04% +4,032 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,440 shares; 2025Q1: 121,697 shares; 2025Q2: 123,776 shares; 2025Q3: 116,035 shares; 2025Q4: 134,061 shares; 2026Q1: 127,972 shares 127,972 $3.88M 0.04% -6,089 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: restricted; 2024Q4: 4,492 shares; 2025Q1: 5,698 shares; 2025Q2: 5,229 shares; 2025Q3: 8,742 shares; 2025Q4: 12,357 shares; 2026Q1: 20,285 shares 20,285 $3.87M 0.04% +7,928 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: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,526 shares; 2025Q2: 2,803 shares; 2025Q3: 3,512 shares; 2025Q4: 4,634 shares; 2026Q1: 4,433 shares 4,433 $3.87M 0.04% -201 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,458 shares; 2025Q1: 18,295 shares; 2025Q2: 68,650 shares; 2025Q3: 70,880 shares; 2025Q4: 72,070 shares; 2026Q1: 72,634 shares 72,634 $3.85M 0.04% +564 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,371 shares; 2025Q1: 32,937 shares; 2025Q2: 32,702 shares; 2025Q3: 27,792 shares; 2025Q4: 35,831 shares; 2026Q1: 36,352 shares 36,352 $3.85M 0.04% +521 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: restricted; 2024Q4: 8,808 shares; 2025Q1: 9,557 shares; 2025Q2: 11,227 shares; 2025Q3: 9,309 shares; 2025Q4: 15,912 shares; 2026Q1: 15,934 shares 15,934 $3.85M 0.04% +22 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,521 shares; 2026Q1: 90,031 shares 90,031 $3.84M 0.04% +3,510 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,232 shares; 2025Q1: 3,132 shares; 2025Q2: 2,863 shares; 2025Q3: 4,061 shares; 2025Q4: 8,937 shares; 2026Q1: 12,304 shares 12,304 $3.84M 0.04% +3,367 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,796 shares; 2025Q1: 4,641 shares; 2025Q2: 5,550 shares; 2025Q3: 8,613 shares; 2025Q4: 9,551 shares; 2026Q1: 18,226 shares 18,226 $3.83M 0.04% +8,675 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,903 shares; 2025Q1: 1,858 shares; 2025Q2: 9,448 shares; 2025Q3: 24,448 shares; 2025Q4: 43,138 shares; 2026Q1: 51,327 shares 51,327 $3.78M 0.04% +8,189 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: restricted; 2024Q4: 3,295 shares; 2025Q1: 4,698 shares; 2025Q2: 8,691 shares; 2025Q3: 10,168 shares; 2025Q4: 14,120 shares; 2026Q1: 15,834 shares 15,834 $3.77M 0.04% +1,714 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: restricted; 2024Q4: 3,309 shares; 2025Q1: 8,046 shares; 2025Q2: 8,241 shares; 2025Q3: 7,403 shares; 2025Q4: 7,807 shares; 2026Q1: 10,134 shares 10,134 $3.77M 0.04% +2,327 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175,217 shares; 2025Q2: 115,978 shares; 2025Q3: 109,353 shares; 2025Q4: 100,400 shares; 2026Q1: 101,888 shares 101,888 $3.77M 0.04% +1,488 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: restricted; 2024Q4: 3,473 shares; 2025Q1: 7,437 shares; 2025Q2: 8,745 shares; 2025Q3: 11,230 shares; 2025Q4: 12,339 shares; 2026Q1: 15,537 shares 15,537 $3.75M 0.04% +3,198 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: restricted; 2024Q4: 17,071 shares; 2025Q1: 18,458 shares; 2025Q2: 69,589 shares; 2025Q3: 44,184 shares; 2025Q4: 46,312 shares; 2026Q1: 39,401 shares 39,401 $3.73M 0.04% -6,911 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,998 shares; 2025Q1: 19,164 shares; 2025Q2: 20,812 shares; 2025Q3: 22,082 shares; 2025Q4: 33,901 shares; 2026Q1: 42,465 shares 42,465 $3.71M 0.04% +8,564 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: restricted; 2024Q4: 10,063 shares; 2025Q1: 12,172 shares; 2025Q2: 16,363 shares; 2025Q3: 18,285 shares; 2025Q4: 19,911 shares; 2026Q1: 18,879 shares 18,879 $3.71M 0.04% -1,032 Timeline IDEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,645 shares 109,645 $3.69M 0.03% new Timeline FTCB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,567 shares; 2025Q4: 66,637 shares; 2026Q1: 175,978 shares 175,978 $3.68M 0.03% +109,341 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,732 shares; 2025Q1: 10,743 shares; 2025Q2: 12,587 shares; 2025Q3: 11,514 shares; 2025Q4: 14,487 shares; 2026Q1: 17,325 shares 17,325 $3.67M 0.03% +2,838 Timeline ICSH 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: restricted; 2024Q4: 19,662 shares; 2025Q1: 16,268 shares; 2025Q2: 20,739 shares; 2025Q3: 31,182 shares; 2025Q4: 47,769 shares; 2026Q1: 72,588 shares 72,588 $3.66M 0.03% +24,819 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,087 shares; 2025Q1: 9,915 shares; 2025Q2: 9,562 shares; 2025Q3: 8,835 shares; 2025Q4: 8,785 shares; 2026Q1: 90,411 shares 90,411 $3.65M 0.03% +81,626 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 123,420 shares; 2026Q1: 140,641 shares 140,641 $3.64M 0.03% +17,221 Timeline FV 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: restricted; 2024Q4: 5,471 shares; 2025Q1: 133,128 shares; 2025Q2: 126,483 shares; 2025Q3: 96,598 shares; 2025Q4: 81,290 shares; 2026Q1: 59,427 shares 59,427 $3.62M 0.03% -21,863 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,653 shares; 2025Q1: 57,280 shares; 2025Q2: 55,638 shares; 2025Q3: 67,213 shares; 2025Q4: 67,557 shares; 2026Q1: 71,283 shares 71,283 $3.62M 0.03% +3,726 Timeline MDYG 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: restricted; 2024Q4: 680 shares; 2025Q1: 15,861 shares; 2025Q2: 10,108 shares; 2025Q3: 7,473 shares; 2025Q4: 7,211 shares; 2026Q1: 37,068 shares 37,068 $3.6M 0.03% +29,857 Timeline EUSA 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: restricted; 2024Q4: 28,494 shares; 2025Q1: 32,624 shares; 2025Q2: 32,780 shares; 2025Q3: 34,777 shares; 2025Q4: 34,688 shares; 2026Q1: 35,183 shares 35,183 $3.59M 0.03% +495 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: restricted; 2024Q4: 16,241 shares; 2025Q1: 14,931 shares; 2025Q2: 19,407 shares; 2025Q3: 20,158 shares; 2025Q4: 28,979 shares; 2026Q1: 36,656 shares 36,656 $3.59M 0.03% +7,677 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: restricted; 2024Q4: 62,206 shares; 2025Q1: 57,400 shares; 2025Q2: 62,540 shares; 2025Q3: 69,320 shares; 2025Q4: 111,491 shares; 2026Q1: 127,793 shares 127,793 $3.58M 0.03% +16,302 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,990 shares; 2025Q1: 29,088 shares; 2025Q2: 48,305 shares; 2025Q3: 51,752 shares; 2025Q4: 51,805 shares; 2026Q1: 69,338 shares 69,338 $3.58M 0.03% +17,533 Timeline HOLA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,788 shares; 2026Q1: 67,754 shares 67,754 $3.58M 0.03% -3,034 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 51,534 shares; 2025Q2: 53,623 shares; 2025Q3: 51,851 shares; 2025Q4: 51,098 shares; 2026Q1: 50,105 shares 50,105 $3.58M 0.03% -993 Timeline DFIP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,107 shares; 2025Q3: 9,004 shares; 2025Q4: 63,162 shares; 2026Q1: 85,525 shares 85,525 $3.57M 0.03% +22,363 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 959 shares; 2025Q4: 1,770 shares; 2026Q1: 5,140 shares 5,140 $3.56M 0.03% +3,370 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: restricted; 2024Q4: 7,784 shares; 2025Q1: 8,719 shares; 2025Q2: 13,116 shares; 2025Q3: 11,454 shares; 2025Q4: 14,267 shares; 2026Q1: 18,582 shares 18,582 $3.55M 0.03% +4,315 Timeline FTHI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,644 shares; 2025Q3: 86,165 shares; 2025Q4: 141,143 shares; 2026Q1: 152,861 shares 152,861 $3.53M 0.03% +11,718 Timeline FELC 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: restricted; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 5,300 shares; 2025Q3: 18,286 shares; 2025Q4: 89,991 shares; 2026Q1: 96,284 shares 96,284 $3.52M 0.03% +6,293 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: restricted; 2024Q4: 18,817 shares; 2025Q1: 35,897 shares; 2025Q2: 30,352 shares; 2025Q3: 29,943 shares; 2025Q4: 40,298 shares; 2026Q1: 37,851 shares 37,851 $3.51M 0.03% -2,447 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: restricted; 2024Q4: 3,104 shares; 2025Q1: 6,933 shares; 2025Q2: 7,339 shares; 2025Q3: 8,228 shares; 2025Q4: 9,893 shares; 2026Q1: 10,479 shares 10,479 $3.49M 0.03% +586 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: restricted; 2024Q4: 2,587 shares; 2025Q1: 3,179 shares; 2025Q2: 4,164 shares; 2025Q3: 4,561 shares; 2025Q4: 7,478 shares; 2026Q1: 8,148 shares 8,148 $3.49M 0.03% +670 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: restricted; 2024Q4: 8,772 shares; 2025Q1: 14,154 shares; 2025Q2: 26,745 shares; 2025Q3: 28,294 shares; 2025Q4: 73,410 shares; 2026Q1: 83,955 shares 83,955 $3.48M 0.03% +10,545 Timeline PWV 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: restricted; 2024Q4: 3,806 shares; 2025Q1: 3,806 shares; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 43,570 shares; 2026Q1: 49,943 shares 49,943 $3.48M 0.03% +6,373 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,135 shares; 2025Q1: 11,486 shares; 2025Q2: 25,202 shares; 2025Q3: 20,219 shares; 2025Q4: 22,100 shares; 2026Q1: 31,658 shares 31,658 $3.47M 0.03% +9,558 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 1,260 shares; 2025Q4: 238,574 shares; 2026Q1: 204,650 shares 204,650 $3.47M 0.03% -33,924 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,281 shares 69,281 $3.45M 0.03% 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: restricted; 2024Q4: 33,115 shares; 2025Q1: 36,044 shares; 2025Q2: 39,201 shares; 2025Q3: 25,600 shares; 2025Q4: 24,289 shares; 2026Q1: 76,447 shares 76,447 $3.44M 0.03% +52,158 Timeline RSPN 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: restricted; 2024Q4: not reported; 2025Q1: 65,198 shares; 2025Q2: 67,847 shares; 2025Q3: 62,639 shares; 2025Q4: 63,102 shares; 2026Q1: 58,930 shares 58,930 $3.43M 0.03% -4,172 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: restricted; 2024Q4: 6,069 shares; 2025Q1: 7,492 shares; 2025Q2: 53,781 shares; 2025Q3: 53,657 shares; 2025Q4: 35,983 shares; 2026Q1: 57,466 shares 57,466 $3.41M 0.03% +21,483 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,274 shares; 2025Q1: 16,373 shares; 2025Q2: 17,542 shares; 2025Q3: 20,721 shares; 2025Q4: 24,806 shares; 2026Q1: 25,769 shares 25,769 $3.41M 0.03% +963 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,418 shares; 2025Q1: 2,852 shares; 2025Q2: 15,027 shares; 2025Q3: 18,207 shares; 2025Q4: 27,167 shares; 2026Q1: 26,426 shares 26,426 $3.39M 0.03% -741 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,823 shares; 2025Q1: 12,114 shares; 2025Q2: 12,076 shares; 2025Q3: 15,558 shares; 2025Q4: 16,388 shares; 2026Q1: 16,489 shares 16,489 $3.39M 0.03% +101 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 162,859 shares; 2025Q2: 359,151 shares; 2025Q3: 95,793 shares; 2025Q4: 88,094 shares; 2026Q1: 85,235 shares 85,235 $3.38M 0.03% -2,859 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: restricted; 2024Q4: 6,558 shares; 2025Q1: 10,219 shares; 2025Q2: 10,977 shares; 2025Q3: 16,351 shares; 2025Q4: 22,863 shares; 2026Q1: 25,609 shares 25,609 $3.37M 0.03% +2,746 Timeline GMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,010 shares; 2026Q1: 66,180 shares 66,180 $3.37M 0.03% +5,170 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: restricted; 2024Q4: 1,714 shares; 2025Q1: 870 shares; 2025Q2: 3,012 shares; 2025Q3: 11,701 shares; 2025Q4: 12,791 shares; 2026Q1: 13,378 shares 13,378 $3.36M 0.03% +587 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: restricted; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 9,938 shares; 2025Q3: 9,077 shares; 2025Q4: 11,301 shares; 2026Q1: 12,872 shares 12,872 $3.35M 0.03% +1,571 Timeline PDP 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: restricted; 2024Q4: 1,340 shares; 2025Q1: 71,148 shares; 2025Q2: 66,358 shares; 2025Q3: 41,589 shares; 2025Q4: 30,340 shares; 2026Q1: 27,092 shares 27,092 $3.34M 0.03% -3,248 Timeline DTH 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: restricted; 2024Q4: 295 shares; 2025Q1: 329 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 60,953 shares 60,953 $3.33M 0.03% +60,633 Timeline IXJ 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: restricted; 2024Q4: 212 shares; 2025Q1: 698 shares; 2025Q2: 651 shares; 2025Q3: 357 shares; 2025Q4: 484 shares; 2026Q1: 35,177 shares 35,177 $3.32M 0.03% +34,693 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: restricted; 2024Q4: 24,198 shares; 2025Q1: 65,720 shares; 2025Q2: 67,006 shares; 2025Q3: 58,783 shares; 2025Q4: 45,144 shares; 2026Q1: 45,310 shares 45,310 $3.32M 0.03% +166 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: restricted; 2024Q4: 6,524 shares; 2025Q1: 22,451 shares; 2025Q2: 24,899 shares; 2025Q3: 44,036 shares; 2025Q4: 45,501 shares; 2026Q1: 47,108 shares 47,108 $3.31M 0.03% +1,607 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,732 shares 90,732 $3.29M 0.03% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,456 shares; 2025Q1: 483 shares; 2025Q2: 6,758 shares; 2025Q3: 7,728 shares; 2025Q4: 8,233 shares; 2026Q1: 7,733 shares 7,733 $3.28M 0.03% -500 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,105 shares; 2025Q1: 76,977 shares; 2025Q2: 112,424 shares; 2025Q3: 81,620 shares; 2025Q4: 75,273 shares; 2026Q1: 70,347 shares 70,347 $3.25M 0.03% -4,926 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,942 shares; 2025Q1: 5,117 shares; 2025Q2: 8,818 shares; 2025Q3: 9,709 shares; 2025Q4: 12,560 shares; 2026Q1: 15,853 shares 15,853 $3.24M 0.03% +3,293 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,627 shares; 2025Q1: 12,089 shares; 2025Q2: 12,967 shares; 2025Q3: 27,476 shares; 2025Q4: 52,486 shares; 2026Q1: 51,845 shares 51,845 $3.22M 0.03% -641 Timeline SPSM 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: restricted; 2024Q4: 66,296 shares; 2025Q1: 115,145 shares; 2025Q2: 63,812 shares; 2025Q3: 57,945 shares; 2025Q4: 60,994 shares; 2026Q1: 66,047 shares 66,047 $3.21M 0.03% +5,053 Timeline MUNI 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: restricted; 2024Q4: 12,121 shares; 2025Q1: 41,790 shares; 2025Q2: 55,727 shares; 2025Q3: 43,043 shares; 2025Q4: 54,303 shares; 2026Q1: 61,559 shares 61,559 $3.21M 0.03% +7,256 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: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,018 shares; 2025Q2: 7,566 shares; 2025Q3: 8,264 shares; 2025Q4: 14,659 shares; 2026Q1: 17,385 shares 17,385 $3.21M 0.03% +2,726 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,151 shares; 2025Q1: 43,600 shares; 2025Q2: 64,966 shares; 2025Q3: 69,205 shares; 2025Q4: 108,446 shares; 2026Q1: 85,458 shares 85,458 $3.2M 0.03% -22,988 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 3,724 shares; 2025Q3: 9,683 shares; 2025Q4: 13,505 shares; 2026Q1: 42,886 shares 42,886 $3.19M 0.03% +29,381 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,997 shares; 2025Q4: 106,569 shares; 2026Q1: 108,620 shares 108,620 $3.19M 0.03% +2,051 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,283 shares; 2025Q1: 69,344 shares; 2025Q2: 103,138 shares; 2025Q3: 82,137 shares; 2025Q4: 73,101 shares; 2026Q1: 87,055 shares 87,055 $3.18M 0.03% +13,954 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,194 shares; 2025Q1: 6,467 shares; 2025Q2: 6,213 shares; 2025Q3: 11,776 shares; 2025Q4: 18,541 shares; 2026Q1: 21,748 shares 21,748 $3.17M 0.03% +3,207 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 3,497 shares; 2025Q3: 10,344 shares; 2025Q4: 16,296 shares; 2026Q1: 31,276 shares 31,276 $3.16M 0.03% +14,980 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: restricted; 2024Q4: 8,042 shares; 2025Q1: 15,302 shares; 2025Q2: 34,803 shares; 2025Q3: 33,339 shares; 2025Q4: 108,972 shares; 2026Q1: 111,013 shares 111,013 $3.1M 0.03% +2,041 Timeline BILZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,711 shares; 2025Q4: 28,430 shares; 2026Q1: 30,689 shares 30,689 $3.09M 0.03% +2,259 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: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,810 shares; 2025Q2: 2,676 shares; 2025Q3: 4,090 shares; 2025Q4: 8,607 shares; 2026Q1: 10,333 shares 10,333 $3.08M 0.03% +1,726 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: restricted; 2024Q4: 2,604 shares; 2025Q1: 3,653 shares; 2025Q2: 3,486 shares; 2025Q3: 6,107 shares; 2025Q4: 8,633 shares; 2026Q1: 10,478 shares 10,478 $3.04M 0.03% +1,845 Timeline ILCG 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: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 7,568 shares; 2025Q4: 79,438 shares; 2026Q1: 31,179 shares 31,179 $3.02M 0.03% -48,259 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,029 shares; 2025Q1: 7,811 shares; 2025Q2: 7,915 shares; 2025Q3: 12,665 shares; 2025Q4: 13,121 shares; 2026Q1: 13,619 shares 13,619 $3M 0.03% +498 Timeline FTCS 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: restricted; 2024Q4: 9,631 shares; 2025Q1: 11,958 shares; 2025Q2: 13,482 shares; 2025Q3: 23,747 shares; 2025Q4: 40,487 shares; 2026Q1: 32,386 shares 32,386 $3M 0.03% -8,101 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,232 shares; 2025Q1: 14,721 shares; 2025Q2: 21,791 shares; 2025Q3: 25,837 shares; 2025Q4: 29,714 shares; 2026Q1: 32,784 shares 32,784 $3M 0.03% +3,070 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: restricted; 2024Q4: 4,704 shares; 2025Q1: 6,599 shares; 2025Q2: 9,849 shares; 2025Q3: 6,680 shares; 2025Q4: 12,815 shares; 2026Q1: 12,382 shares 12,382 $2.96M 0.03% -433 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 14,581 shares; 2026Q1: 14,773 shares 14,773 $2.96M 0.03% +192 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 4,806 shares; 2025Q4: 66,671 shares; 2026Q1: 76,229 shares 76,229 $2.95M 0.03% +9,558 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: restricted; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 9,956 shares; 2025Q3: 15,593 shares; 2025Q4: 13,587 shares; 2026Q1: 16,471 shares 16,471 $2.93M 0.03% +2,884 Timeline IFRA 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: restricted; 2024Q4: 70,992 shares; 2025Q1: 30,198 shares; 2025Q2: 22,409 shares; 2025Q3: 28,561 shares; 2025Q4: 34,187 shares; 2026Q1: 50,750 shares 50,750 $2.93M 0.03% +16,563 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: restricted; 2024Q4: 18,334 shares; 2025Q1: 21,061 shares; 2025Q2: 19,794 shares; 2025Q3: 24,198 shares; 2025Q4: 27,988 shares; 2026Q1: 28,576 shares 28,576 $2.93M 0.03% +588 Timeline