IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 913,970 shares 913,970 $684M 5.36% +67,755 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; 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; 2026Q2: 545,605 shares 545,605 $375M 2.93% +101,454 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,075,763 shares 1,075,763 $311M 2.44% +49,256 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,345,788 shares 1,345,788 $269M 2.11% +65,038 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; 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; 2026Q2: 4,713,116 shares 4,713,116 $255M 1.99% +692,852 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; 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; 2026Q2: 3,516,435 shares 3,516,435 $251M 1.96% +296,982 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; 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; 2026Q2: 5,939,378 shares 5,939,378 $175M 1.37% +1,014,991 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,561,558 shares 1,561,558 $157M 1.23% +149,183 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; 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; 2026Q2: 686,893 shares 686,893 $150M 1.17% +128,659 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; 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; 2026Q2: 192,548 shares 192,548 $142M 1.11% +36,444 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,579,899 shares 1,579,899 $131M 1.02% +70,662 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; 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; 2026Q2: 1,628,320 shares 1,628,320 $129M 1.01% +256,265 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 343,272 shares 343,272 $128M 1% +25,318 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; 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; 2026Q2: 530,949 shares 530,949 $127M 0.99% +42,430 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,594,856 shares 2,594,856 $120M 0.94% +430,662 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 792,656 shares 792,656 $118M 0.92% +55,481 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,118,491 shares 1,118,491 $114M 0.89% +172,279 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; 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; 2026Q2: 4,177,217 shares 4,177,217 $110M 0.86% +783,999 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 306,682 shares 306,682 $110M 0.86% +18,994 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; 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; 2026Q2: 135,693 shares 135,693 $101M 0.79% +29,385 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 913,046 shares 913,046 $99.6M 0.78% +186,330 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 264,851 shares 264,851 $93.6M 0.73% +32,348 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; 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; 2026Q2: 629,767 shares 629,767 $78.6M 0.62% +71,254 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; 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; 2026Q2: 799,019 shares 799,019 $77.1M 0.6% +50,856 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; 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; 2026Q2: 788,763 shares 788,763 $72.6M 0.57% -4,550 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 186,541 shares 186,541 $70.4M 0.55% +13,971 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; 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; 2026Q2: 1,532,405 shares 1,532,405 $68M 0.53% -49,478 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; 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; 2026Q2: 57,711 shares 57,711 $66.6M 0.52% +6,294 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 618,645 shares 618,645 $66.6M 0.52% +85,900 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; 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; 2026Q2: 407,509 shares 407,509 $64.7M 0.51% +80,574 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; 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; 2026Q2: 128,402 shares 128,402 $64.2M 0.5% +6,411 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; 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; 2026Q2: 2,051,921 shares 2,051,921 $64M 0.5% +324,286 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 614,537 shares 614,537 $62.9M 0.49% +16,592 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; 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; 2026Q2: 164,469 shares 164,469 $60.9M 0.48% -58,099 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; 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; 2026Q2: 892,359 shares 892,359 $60.3M 0.47% +95,342 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 607,759 shares 607,759 $58.7M 0.46% -26,560 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; 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; 2026Q2: 722,956 shares 722,956 $57.4M 0.45% +82,376 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; 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; 2026Q2: 167,272 shares 167,272 $54.8M 0.43% +24,292 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; 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; 2026Q2: 607,263 shares 607,263 $53.4M 0.42% +92,278 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; 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; 2026Q2: 580,568 shares 580,568 $53M 0.41% +685 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; 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; 2026Q2: 983,664 shares 983,664 $52.7M 0.41% +98,742 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; 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; 2026Q2: 43,809 shares 43,809 $52.6M 0.41% +1,615 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; 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; 2026Q2: 714,515 shares 714,515 $52.5M 0.41% -23,999 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; 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; 2026Q2: 170,376 shares 170,376 $52.2M 0.41% +32,536 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; 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; 2026Q2: 626,783 shares 626,783 $50.5M 0.4% +474,458 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; 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; 2026Q2: 212,151 shares 212,151 $50.2M 0.39% +12,932 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 118,339 shares 118,339 $49.7M 0.39% +6,397 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; 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; 2026Q2: 636,517 shares 636,517 $49.6M 0.39% +48,130 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; 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; 2026Q2: 591,783 shares 591,783 $48.5M 0.38% -174,074 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; 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; 2026Q2: 1,505,767 shares 1,505,767 $47.7M 0.37% +162,036 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; 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; 2026Q2: 82,050 shares 82,050 $47.6M 0.37% +3,906 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 329,558 shares 329,558 $45.3M 0.35% -3,029 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; 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; 2026Q2: 144,178 shares 144,178 $43.7M 0.34% +5,763 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 563,919 shares 563,919 $43.5M 0.34% +32,623 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; 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; 2026Q2: 76,700 shares 76,700 $43.2M 0.34% +5,635 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; 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; 2026Q2: 623,332 shares 623,332 $42.4M 0.33% +2,623 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,184 shares 38,184 $40.6M 0.32% +4,280 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 355,814 shares 355,814 $40.3M 0.32% +13,264 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; 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; 2026Q2: 455,234 shares 455,234 $39.2M 0.31% +389,352 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; 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; 2026Q2: 654,631 shares 654,631 $39.1M 0.31% -14,576 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; 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; 2026Q2: 204,500 shares 204,500 $38.9M 0.3% +68,448 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; 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; 2026Q2: 771,383 shares 771,383 $38.9M 0.3% +9,427 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 468,870 shares 468,870 $38.5M 0.3% +53,285 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; 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; 2026Q2: 910,279 shares 910,279 $38M 0.3% +128,860 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; 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; 2026Q2: 488,716 shares 488,716 $37.5M 0.29% +10,139 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; 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; 2026Q2: 607,616 shares 607,616 $37.2M 0.29% -47,008 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; 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; 2026Q2: 1,310,887 shares 1,310,887 $36.3M 0.28% +150,835 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; 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; 2026Q2: 167,433 shares 167,433 $35.6M 0.28% +241 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 135,612 shares 135,612 $34.5M 0.27% +8,773 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 145,908 shares 145,908 $33.1M 0.26% -12,139 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 655,948 shares 655,948 $33M 0.26% -122,989 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; 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; 2026Q2: 679,310 shares 679,310 $32.9M 0.26% +115,952 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; 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; 2026Q2: 239,963 shares 239,963 $32.8M 0.26% +8,250 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 95,097 shares 95,097 $32.6M 0.26% +3,084 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; 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; 2026Q2: 582,567 shares 582,567 $32M 0.25% +21,336 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; 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; 2026Q2: 388,136 shares 388,136 $32M 0.25% +6,669 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 139,887 shares 139,887 $30.7M 0.24% -61,248 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; 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; 2026Q2: 366,544 shares 366,544 $30.3M 0.24% +4,373 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; 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; 2026Q2: 664,235 shares 664,235 $30.2M 0.24% -28,554 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 119,959 shares 119,959 $30.2M 0.24% +12,189 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; 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; 2026Q2: 976,402 shares 976,402 $30.1M 0.24% +51,602 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; 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; 2026Q2: 887,030 shares 887,030 $30M 0.23% +128,924 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; 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; 2026Q2: 80,658 shares 80,658 $29.7M 0.23% +14,778 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; 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; 2026Q2: 955,584 shares 955,584 $29.2M 0.23% +215,640 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; 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; 2026Q2: 58,502 shares 58,502 $27.9M 0.22% +9,431 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 92,382 shares 92,382 $27.8M 0.22% -1,475 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; 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; 2026Q2: 579,720 shares 579,720 $27.7M 0.22% +11,604 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 276,853 shares 276,853 $27.4M 0.21% +7,647 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; 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; 2026Q2: 171,729 shares 171,729 $27.1M 0.21% +4,551 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; 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; 2026Q2: 294,898 shares 294,898 $27M 0.21% +38,074 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 351,408 shares 351,408 $26.9M 0.21% -129,030 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 191,897 shares 191,897 $26.8M 0.21% -15,909 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 381 shares; 2025Q3: 1,683 shares; 2025Q4: 91,758 shares; 2026Q1: 78,907 shares; 2026Q2: 273,588 shares 273,588 $26.2M 0.2% +194,681 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; 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; 2026Q2: 166,078 shares 166,078 $26.1M 0.2% +113,013 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; 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; 2026Q2: 27,536 shares 27,536 $25.8M 0.2% +3,517 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 205,814 shares 205,814 $25.6M 0.2% +153,837 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 293,397 shares 293,397 $25.4M 0.2% -10,554 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; 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; 2026Q2: 58,476 shares 58,476 $25.3M 0.2% +4,102 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 148,219 shares 148,219 $24.6M 0.19% +12,340 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; 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; 2026Q2: 202,720 shares 202,720 $23.8M 0.19% +42,537 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; 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; 2026Q2: 159,364 shares 159,364 $23.4M 0.18% +23,686 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; 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; 2026Q2: 32,370 shares 32,370 $23.4M 0.18% +2,736 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; 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; 2026Q2: 325,065 shares 325,065 $22.7M 0.18% +56,418 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; 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; 2026Q2: 537,855 shares 537,855 $22.7M 0.18% -91,692 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; 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; 2026Q2: 299,942 shares 299,942 $22.6M 0.18% +1,761 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; 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; 2026Q2: 643,155 shares 643,155 $22.4M 0.18% +74,542 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 134,664 shares 134,664 $22.1M 0.17% -1,389 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 959,649 shares 959,649 $21.9M 0.17% +57,637 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; 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; 2026Q2: 426,491 shares 426,491 $21M 0.16% +242,175 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; 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; 2026Q2: 60,954 shares 60,954 $20.8M 0.16% +20,002 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; 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; 2026Q2: 438,510 shares 438,510 $20.7M 0.16% +18,608 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 163,530 shares 163,530 $20.3M 0.16% +16,997 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; 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; 2026Q2: 387,508 shares 387,508 $20.3M 0.16% -14,799 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 183,302 shares 183,302 $20.2M 0.16% -311 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 395,727 shares 395,727 $20M 0.16% -3,316 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; 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; 2026Q2: 394,888 shares 394,888 $20M 0.16% +49,922 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; 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; 2026Q2: 56,239 shares 56,239 $19.8M 0.16% +4,739 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; 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; 2026Q2: 340,243 shares 340,243 $19.8M 0.16% +29,822 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; 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; 2026Q2: 165,459 shares 165,459 $19.8M 0.15% +148,801 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; 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; 2026Q2: 499,837 shares 499,837 $19.4M 0.15% +42,797 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; 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; 2026Q2: 322,771 shares 322,771 $19M 0.15% -5,842 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 128,149 shares 128,149 $18.8M 0.15% +16,249 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; 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; 2026Q2: 502,954 shares 502,954 $18.7M 0.15% -4,759 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; 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; 2026Q2: 727,550 shares 727,550 $18.5M 0.14% +113,498 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; 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; 2026Q2: 365,072 shares 365,072 $18.3M 0.14% +20,559 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; 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; 2026Q2: 497,251 shares 497,251 $18.3M 0.14% -114,437 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; 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; 2026Q2: 64,251 shares 64,251 $18.1M 0.14% +10,855 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; 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; 2026Q2: 210,110 shares 210,110 $18M 0.14% -4,068 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 959 shares; 2025Q4: 1,770 shares; 2026Q1: 5,140 shares; 2026Q2: 7,869 shares 7,869 $17.9M 0.14% +2,729 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 69,668 shares 69,668 $17.8M 0.14% +11,022 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; 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; 2026Q2: 311,760 shares 311,760 $17.8M 0.14% +20,934 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,560 shares 34,560 $17.7M 0.14% +1,954 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; 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; 2026Q2: 8,927 shares 8,927 $17.7M 0.14% -42 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 42,306 shares 42,306 $17.3M 0.14% -5,319 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; 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; 2026Q2: 148,332 shares 148,332 $17.3M 0.14% -1,195 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; 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; 2026Q2: 468,804 shares 468,804 $17.3M 0.14% +29,185 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; 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; 2026Q2: 338,279 shares 338,279 $17.1M 0.13% +47,775 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,187 shares; 2025Q3: 201,801 shares; 2025Q4: 322,376 shares; 2026Q1: 359,498 shares; 2026Q2: 316,195 shares 316,195 $16.7M 0.13% -43,303 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; 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; 2026Q2: 172,137 shares 172,137 $16.6M 0.13% -6,761 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; 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; 2026Q2: 325,869 shares 325,869 $16.5M 0.13% +74,361 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; 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; 2026Q2: 677,248 shares 677,248 $16.3M 0.13% +13,233 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,918 shares; 2026Q2: 433,252 shares 433,252 $15.9M 0.12% +394,334 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 84,539 shares 84,539 $15.6M 0.12% +3,418 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 64,218 shares 64,218 $15.6M 0.12% +737 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 61,699 shares 61,699 $15.5M 0.12% -4,692 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; 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; 2026Q2: 120,685 shares 120,685 $15.5M 0.12% -1,207 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; 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; 2026Q2: 50,766 shares 50,766 $15.4M 0.12% +666 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; 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; 2026Q2: 297,450 shares 297,450 $15.4M 0.12% -15,528 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; 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; 2026Q2: 447,338 shares 447,338 $15.3M 0.12% +36,809 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; 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; 2026Q2: 329,163 shares 329,163 $15.2M 0.12% +65,197 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; 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; 2026Q2: 12,713 shares 12,713 $14.9M 0.12% +1,974 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; 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; 2026Q2: 633,578 shares 633,578 $14.9M 0.12% +58,056 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; 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; 2026Q2: 15,286 shares 15,286 $14.8M 0.12% +1,995 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; 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; 2026Q2: 278,850 shares 278,850 $14.7M 0.11% +25,239 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; 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; 2026Q2: 19,204 shares 19,204 $14.7M 0.11% +2,804 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares; 2025Q4: 17,507 shares; 2026Q1: 261,973 shares; 2026Q2: 275,302 shares 275,302 $14.6M 0.11% +13,329 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; 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; 2026Q2: 42,368 shares 42,368 $14.6M 0.11% +341 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; 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; 2026Q2: 173,897 shares 173,897 $14.4M 0.11% +24,599 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; 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; 2026Q2: 156,075 shares 156,075 $14.2M 0.11% +4,015 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; 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; 2026Q2: 22,151 shares 22,151 $14.2M 0.11% +1,207 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; 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; 2026Q2: 77,888 shares 77,888 $14.1M 0.11% +16,035 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 102,795 shares 102,795 $14M 0.11% +3,460 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; 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; 2026Q2: 329,780 shares 329,780 $14M 0.11% +77,386 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 133,998 shares 133,998 $13.9M 0.11% +34,985 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 173,413 shares 173,413 $13.9M 0.11% -4,808 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,058 shares 37,058 $13.8M 0.11% +2,388 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; 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; 2026Q2: 168,167 shares 168,167 $13.6M 0.11% +2,103 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 70,571 shares 70,571 $13.4M 0.1% +8,271 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; 2024Q3: restricted; 2024Q4: 837 shares; 2025Q1: 735 shares; 2025Q2: 3,306 shares; 2025Q3: 35,810 shares; 2025Q4: 45,788 shares; 2026Q1: 149,620 shares; 2026Q2: 148,265 shares 148,265 $13.4M 0.1% -1,355 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; 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; 2026Q2: 260,393 shares 260,393 $13.3M 0.1% +57,451 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; 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; 2026Q2: 131,596 shares 131,596 $13.2M 0.1% +16,665 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; 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; 2026Q2: 161,185 shares 161,185 $13.1M 0.1% +24,519 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,280 shares 43,280 $13M 0.1% +38,458 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 133,520 shares 133,520 $12.8M 0.1% +6,462 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; 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; 2026Q2: 155,897 shares 155,897 $12.8M 0.1% -510 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 177,584 shares 177,584 $12.7M 0.1% -12,673 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; 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; 2026Q2: 477,515 shares 477,515 $12.7M 0.1% -38,052 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,711 shares 34,711 $12.6M 0.1% +2,837 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 182,264 shares 182,264 $12.5M 0.1% -7,408 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; 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; 2026Q2: 139,685 shares 139,685 $12.5M 0.1% +10,690 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; 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; 2026Q2: 106,186 shares 106,186 $12.4M 0.1% -8,176 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; 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; 2026Q2: 120,429 shares 120,429 $12.4M 0.1% -2,829 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,886 shares 33,886 $12.4M 0.1% -7,045 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; 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; 2026Q2: 427,912 shares 427,912 $12.4M 0.1% +12,194 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; 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; 2026Q2: 139,958 shares 139,958 $12.3M 0.1% +13,158 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 104,170 shares 104,170 $12.2M 0.1% -2,697 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; 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; 2026Q2: 282,158 shares 282,158 $12.2M 0.1% -83,671 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 296,493 shares 296,493 $12.1M 0.1% -69,907 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; 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; 2026Q2: 187,823 shares 187,823 $12.1M 0.09% -7,798 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; 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; 2026Q2: 11,716 shares 11,716 $11.9M 0.09% +561 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,398 shares 34,398 $11.8M 0.09% -5,620 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 86,921 shares 86,921 $11.8M 0.09% +4,302 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; 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; 2026Q2: 191,510 shares 191,510 $11.6M 0.09% +8,341 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; 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; 2026Q2: 382,275 shares 382,275 $11.5M 0.09% +3,397 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; 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; 2026Q2: 203,620 shares 203,620 $11.5M 0.09% -117,876 Timeline JGRO 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; 2024Q3: restricted; 2024Q4: 3,098 shares; 2025Q1: 8,094 shares; 2025Q2: 9,353 shares; 2025Q3: 22,175 shares; 2025Q4: 24,279 shares; 2026Q1: 23,983 shares; 2026Q2: 116,502 shares 116,502 $11.5M 0.09% +92,519 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 198,304 shares 198,304 $11.2M 0.09% +30,727 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; 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; 2026Q2: 45,305 shares 45,305 $11M 0.09% +3,308 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; 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; 2026Q2: 72,490 shares 72,490 $11M 0.09% +14,671 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 114,643 shares 114,643 $10.8M 0.08% +1,311 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; 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; 2026Q2: 267,151 shares 267,151 $10.7M 0.08% -38,222 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; 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; 2026Q2: 196,404 shares 196,404 $10.7M 0.08% +1,471 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; 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; 2026Q2: 24,800 shares 24,800 $10.7M 0.08% -19,113 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; 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; 2026Q2: 225,819 shares 225,819 $10.6M 0.08% +127,717 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; 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; 2026Q2: 360,184 shares 360,184 $10.6M 0.08% +95,474 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; 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; 2026Q2: 208,495 shares 208,495 $10.5M 0.08% +49,159 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; 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; 2026Q2: 106,103 shares 106,103 $10.4M 0.08% +21,003 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,203 shares; 2026Q1: 317,707 shares; 2026Q2: 380,933 shares 380,933 $10.4M 0.08% +63,226 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,133 shares 38,133 $10.3M 0.08% +2,463 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,939 shares; 2026Q2: 204,125 shares 204,125 $10.3M 0.08% +98,186 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; 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; 2026Q2: 218,364 shares 218,364 $10.2M 0.08% +36,053 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 71,590 shares 71,590 $10M 0.08% +11,513 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; 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; 2026Q2: 15,271 shares 15,271 $10M 0.08% +765 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; 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; 2026Q2: 138,391 shares 138,391 $10M 0.08% +16,288 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; 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; 2026Q2: 374,596 shares 374,596 $9.93M 0.08% -17,689 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; 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; 2026Q2: 245,581 shares 245,581 $9.85M 0.08% +8,696 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; 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; 2026Q2: 190,272 shares 190,272 $9.85M 0.08% +263 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; 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; 2026Q2: 53,017 shares 53,017 $9.82M 0.08% +4,217 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,669 shares; 2025Q1: 4,252 shares; 2025Q2: 4,420 shares; 2025Q3: 4,446 shares; 2025Q4: 4,416 shares; 2026Q1: 4,337 shares; 2026Q2: 94,904 shares 94,904 $9.8M 0.08% +90,567 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; 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; 2026Q2: 184,870 shares 184,870 $9.77M 0.08% -10,821 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 55,524 shares 55,524 $9.76M 0.08% +1,127 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; 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; 2026Q2: 76,905 shares 76,905 $9.74M 0.08% +15,417 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; 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; 2026Q2: 241,786 shares 241,786 $9.7M 0.08% +23,569 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; 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; 2026Q2: 23,255 shares 23,255 $9.67M 0.08% +1,491 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; 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; 2026Q2: 193,859 shares 193,859 $9.61M 0.08% +14,519 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; 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; 2026Q2: 126,918 shares 126,918 $9.58M 0.07% +20,181 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; 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; 2026Q2: 18,314 shares 18,314 $9.57M 0.07% +798 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; 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; 2026Q2: 155,370 shares 155,370 $9.55M 0.07% +30,284 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 395,297 shares 395,297 $9.52M 0.07% +130,842 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,412 shares; 2025Q3: 83,256 shares; 2025Q4: 465,464 shares; 2026Q1: 189,049 shares; 2026Q2: 224,876 shares 224,876 $9.52M 0.07% +35,827 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; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 15,585 shares; 2025Q3: 16,673 shares; 2025Q4: 51,082 shares; 2026Q1: 83,602 shares; 2026Q2: 159,160 shares 159,160 $9.5M 0.07% +75,558 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,562 shares 60,562 $9.49M 0.07% +17,084 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 201,394 shares 201,394 $9.45M 0.07% -6,171 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; 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; 2026Q2: 18,408 shares 18,408 $9.37M 0.07% +744 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 85,285 shares 85,285 $9.33M 0.07% +20,746 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 14,839 shares; 2026Q1: 109,210 shares; 2026Q2: 173,533 shares 173,533 $9.28M 0.07% +64,323 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; 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; 2026Q2: 185,519 shares 185,519 $9.24M 0.07% +664 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; 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; 2026Q2: 99,664 shares 99,664 $9.19M 0.07% +11,784 Timeline BBUS 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; 2024Q3: restricted; 2024Q4: 24,652 shares; 2025Q1: 32,657 shares; 2025Q2: 23,965 shares; 2025Q3: 20,922 shares; 2025Q4: 23,725 shares; 2026Q1: 24,258 shares; 2026Q2: 67,977 shares 67,977 $9.15M 0.07% +43,719 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; 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; 2026Q2: 21,506 shares 21,506 $9.15M 0.07% -745 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; 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; 2026Q2: 75,312 shares 75,312 $9.14M 0.07% -1,018 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 44,706 shares; 2025Q3: 44,240 shares; 2025Q4: 43,900 shares; 2026Q1: 45,945 shares; 2026Q2: 297,391 shares 297,391 $9.03M 0.07% +251,446 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; 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; 2026Q2: 245,150 shares 245,150 $8.92M 0.07% +10,529 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 92,962 shares 92,962 $8.87M 0.07% -10,109 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; 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; 2026Q2: 257,030 shares 257,030 $8.87M 0.07% +19,705 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 54,113 shares 54,113 $8.86M 0.07% -2,095 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; 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; 2026Q2: 213,747 shares 213,747 $8.82M 0.07% -73,412 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; 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; 2026Q2: 121,689 shares 121,689 $8.76M 0.07% +17,226 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 74,498 shares 74,498 $8.75M 0.07% +6,839 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 74,201 shares 74,201 $8.73M 0.07% +14,884 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,011 shares; 2025Q3: 85,688 shares; 2025Q4: 218,423 shares; 2026Q1: 306,339 shares; 2026Q2: 383,784 shares 383,784 $8.55M 0.07% +77,445 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; 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; 2026Q2: 148,017 shares 148,017 $8.53M 0.07% +34,076 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; 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; 2026Q2: 71,702 shares 71,702 $8.53M 0.07% +4,832 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; 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; 2026Q2: 79,958 shares 79,958 $8.53M 0.07% +1,021 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,429 shares 13,429 $8.52M 0.07% +707 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 653 shares; 2025Q2: 801 shares; 2025Q3: 3,093 shares; 2025Q4: 4,408 shares; 2026Q1: 19,160 shares; 2026Q2: 21,447 shares 21,447 $8.45M 0.07% +2,287 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; 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; 2026Q2: 100,659 shares 100,659 $8.43M 0.07% -53,785 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; 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; 2026Q2: 54,546 shares 54,546 $8.42M 0.07% +4,809 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 244,014 shares; 2026Q1: 170,782 shares; 2026Q2: 136,359 shares 136,359 $8.4M 0.07% -34,423 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 86,445 shares 86,445 $8.35M 0.07% -27,826 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; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 679 shares; 2025Q2: 569 shares; 2025Q3: 702 shares; 2025Q4: 741 shares; 2026Q1: 111,246 shares; 2026Q2: 113,093 shares 113,093 $8.33M 0.07% +1,847 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,579 shares 82,579 $8.29M 0.06% -11,947 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 158,083 shares 158,083 $8.28M 0.06% -4,264 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; 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; 2026Q2: 33,610 shares 33,610 $8.28M 0.06% +2,502 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; 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; 2026Q2: 11,465 shares 11,465 $8.25M 0.06% +1,539 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; 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; 2026Q2: 208,322 shares 208,322 $8.24M 0.06% +44,930 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; 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; 2026Q2: 154,804 shares 154,804 $8.22M 0.06% +7,946 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 79,580 shares 79,580 $8.18M 0.06% +19,889 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 293,870 shares 293,870 $8.06M 0.06% +233,379 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; 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; 2026Q2: 70,701 shares 70,701 $7.98M 0.06% -16,436 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; 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; 2026Q2: 381,782 shares 381,782 $7.91M 0.06% +42,048 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; 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; 2026Q2: 218,977 shares 218,977 $7.91M 0.06% +25,371 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; 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; 2026Q2: 3,978 shares 3,978 $7.88M 0.06% -52 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 75,492 shares 75,492 $7.85M 0.06% +3,702 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 282 shares; 2025Q3: 170 shares; 2025Q4: 1,821 shares; 2026Q1: 1,671 shares; 2026Q2: 43,515 shares 43,515 $7.81M 0.06% +41,844 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,348 shares; 2025Q3: 53,008 shares; 2025Q4: 105,413 shares; 2026Q1: 111,336 shares; 2026Q2: 102,867 shares 102,867 $7.78M 0.06% -8,469 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 153,062 shares 153,062 $7.74M 0.06% -97,127 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 185,937 shares 185,937 $7.7M 0.06% -116,107 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,569 shares 22,569 $7.69M 0.06% +1,451 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; 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; 2026Q2: 209,690 shares 209,690 $7.66M 0.06% +63,266 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; 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; 2026Q2: 78,843 shares 78,843 $7.59M 0.06% -1,496 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,975 shares 11,975 $7.58M 0.06% -551 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; 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; 2026Q2: 196,503 shares 196,503 $7.58M 0.06% -35,784 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; 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; 2026Q2: 218,927 shares 218,927 $7.5M 0.06% +3,842 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; 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; 2026Q2: 114,171 shares 114,171 $7.49M 0.06% +9,595 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; 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; 2026Q2: 21,115 shares 21,115 $7.48M 0.06% -1,955 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,499 shares 34,499 $7.47M 0.06% +6,878 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 128,340 shares 128,340 $7.4M 0.06% +311 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; 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; 2026Q2: 58,478 shares 58,478 $7.39M 0.06% +1,873 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 32,739 shares; 2025Q4: 41,426 shares; 2026Q1: 118,976 shares; 2026Q2: 124,235 shares 124,235 $7.37M 0.06% +5,259 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; 2024Q3: restricted; 2024Q4: 2,433 shares; 2025Q1: 957 shares; 2025Q2: 934 shares; 2025Q3: 1,066 shares; 2025Q4: 215,273 shares; 2026Q1: 218,375 shares; 2026Q2: 244,243 shares 244,243 $7.3M 0.06% +25,868 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; 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; 2026Q2: 88,076 shares 88,076 $7.28M 0.06% +9,581 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; 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; 2026Q2: 200,099 shares 200,099 $7.26M 0.06% +47,635 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 136,376 shares 136,376 $7.25M 0.06% +19,515 Timeline JIVE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 64,212 shares; 2026Q1: 789 shares; 2026Q2: 78,847 shares 78,847 $7.25M 0.06% +78,058 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 49,415 shares 49,415 $7.23M 0.06% +2,374 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 6,159 shares; 2025Q2: 4,994 shares; 2025Q3: 12,078 shares; 2025Q4: 15,372 shares; 2026Q1: 18,878 shares; 2026Q2: 43,769 shares 43,769 $7.2M 0.06% +24,891 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; 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; 2026Q2: 125,102 shares 125,102 $7.19M 0.06% +5,118 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; 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; 2026Q2: 24,167 shares 24,167 $7.19M 0.06% +5,288 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,732 shares; 2026Q2: 198,141 shares 198,141 $7.17M 0.06% +107,409 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; 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; 2026Q2: 307,187 shares 307,187 $7.11M 0.06% +93,336 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; 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; 2026Q2: 71,451 shares 71,451 $7.1M 0.06% -5,278 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; 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; 2026Q2: 48,877 shares 48,877 $7.07M 0.06% -4,351 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; 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; 2026Q2: 17,801 shares 17,801 $7.07M 0.06% +1,220 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; 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; 2026Q2: 76,446 shares 76,446 $7.05M 0.06% +3,509 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; 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; 2026Q2: 192,601 shares 192,601 $7.03M 0.06% +6,552 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; 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; 2026Q2: 71,506 shares 71,506 $7M 0.05% +278 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 114,749 shares 114,749 $6.93M 0.05% +14,655 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; 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; 2026Q2: 141,542 shares 141,542 $6.89M 0.05% -9,769 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; 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; 2026Q2: 54,904 shares 54,904 $6.83M 0.05% -130 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,271 shares 13,271 $6.83M 0.05% +398 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 137,790 shares 137,790 $6.83M 0.05% -4,205 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,300 shares 20,300 $6.76M 0.05% +5,249 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 73,946 shares 73,946 $6.71M 0.05% +1,128 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,871 shares 13,871 $6.7M 0.05% +1,567 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; 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; 2026Q2: 101,998 shares 101,998 $6.69M 0.05% +1,014 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; 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; 2026Q2: 33,788 shares 33,788 $6.68M 0.05% +3,278 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; 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; 2026Q2: 91,327 shares 91,327 $6.61M 0.05% +4,899 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; 2024Q3: restricted; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 1,348 shares; 2025Q4: 167,197 shares; 2026Q1: 134,762 shares; 2026Q2: 154,330 shares 154,330 $6.6M 0.05% +19,568 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; 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; 2026Q2: 13,098 shares 13,098 $6.57M 0.05% +3,194 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; 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; 2026Q2: 136,225 shares 136,225 $6.56M 0.05% +29,736 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,027 shares; 2025Q1: 155,104 shares; 2025Q2: 106,101 shares; 2025Q3: 110,410 shares; 2025Q4: 98,451 shares; 2026Q1: 71,594 shares; 2026Q2: 146,277 shares 146,277 $6.56M 0.05% +74,683 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; 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; 2026Q2: 196,745 shares 196,745 $6.55M 0.05% +4,962 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,736 shares; 2026Q1: 94,737 shares; 2026Q2: 108,261 shares 108,261 $6.51M 0.05% +13,524 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; 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; 2026Q2: 193,998 shares 193,998 $6.49M 0.05% +25,274 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; 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; 2026Q2: 40,146 shares 40,146 $6.49M 0.05% -6,122 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,949 shares; 2025Q1: 17,908 shares; 2025Q2: 12,377 shares; 2025Q3: 12,055 shares; 2025Q4: 11,766 shares; 2026Q1: 11,488 shares; 2026Q2: 84,743 shares 84,743 $6.47M 0.05% +73,255 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; 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; 2026Q2: 26,252 shares 26,252 $6.46M 0.05% +4,872 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; 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; 2026Q2: 63,951 shares 63,951 $6.45M 0.05% +10,518 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,785 shares 30,785 $6.44M 0.05% +1,547 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; 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; 2026Q2: 73,108 shares 73,108 $6.43M 0.05% +62,974 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; 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; 2026Q2: 18,613 shares 18,613 $6.41M 0.05% +603 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; 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; 2026Q2: 16,027 shares 16,027 $6.38M 0.05% +5,732 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; 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; 2026Q2: 68,220 shares 68,220 $6.35M 0.05% -4,934 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; 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; 2026Q2: 6,461 shares 6,461 $6.32M 0.05% +363 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; 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; 2026Q2: 107,163 shares 107,163 $6.31M 0.05% +37,825 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; 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; 2026Q2: 18,655 shares 18,655 $6.31M 0.05% +1,992 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; 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; 2026Q2: 32,181 shares 32,181 $6.3M 0.05% +1,678 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,112 shares; 2026Q1: 65,288 shares; 2026Q2: 64,507 shares 64,507 $6.27M 0.05% -781 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; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,592 shares; 2026Q1: 80,673 shares; 2026Q2: 110,068 shares 110,068 $6.25M 0.05% +29,395 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,039 shares; 2026Q2: 116,283 shares 116,283 $6.22M 0.05% +14,244 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221,473 shares 221,473 $6.21M 0.05% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,281 shares; 2026Q2: 123,469 shares 123,469 $6.17M 0.05% +54,188 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; 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; 2026Q2: 227,959 shares 227,959 $6.17M 0.05% -168,176 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; 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; 2026Q2: 27,657 shares 27,657 $6.16M 0.05% +1,146 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; 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; 2026Q2: 159,261 shares 159,261 $6.15M 0.05% -31 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,829 shares 11,829 $6.13M 0.05% +1,221 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,560 shares 53,560 $6.12M 0.05% +3,301 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; 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; 2026Q2: 208,973 shares 208,973 $6.06M 0.05% +23,936 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; 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; 2026Q2: 35,720 shares 35,720 $6.06M 0.05% +3,855 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; 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; 2026Q2: 56,154 shares 56,154 $6.04M 0.05% +603 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,757 shares 20,757 $6.03M 0.05% +7,379 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; 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; 2026Q2: 113,855 shares 113,855 $6.01M 0.05% +3,557 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; 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; 2026Q2: 111,512 shares 111,512 $5.98M 0.05% -8,096 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; 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; 2026Q2: 21,850 shares 21,850 $5.94M 0.05% +1,109 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; 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; 2026Q2: 122,519 shares 122,519 $5.88M 0.05% -3,679 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,340 shares 37,340 $5.85M 0.05% +2,826 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 24,497 shares; 2025Q4: 36,805 shares; 2026Q1: 38,843 shares; 2026Q2: 87,564 shares 87,564 $5.83M 0.05% +48,721 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; 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; 2026Q2: 92,319 shares 92,319 $5.8M 0.05% -8,381 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; 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; 2026Q2: 127,604 shares 127,604 $5.79M 0.05% +21,210 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,103 shares 8,103 $5.78M 0.05% +283 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; 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; 2026Q2: 106,007 shares 106,007 $5.77M 0.05% -20,270 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; 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; 2026Q2: 44,674 shares 44,674 $5.72M 0.04% +8,043 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; 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; 2026Q2: 14,013 shares 14,013 $5.71M 0.04% -407 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,699 shares 33,699 $5.7M 0.04% +5,016 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; 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; 2026Q2: 25,284 shares 25,284 $5.66M 0.04% +1,188 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,244 shares; 2026Q2: 110,326 shares 110,326 $5.65M 0.04% +86,082 Timeline INMU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares; 2026Q1: 1,034 shares; 2026Q2: 232,339 shares 232,339 $5.63M 0.04% +231,305 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 76,605 shares 76,605 $5.61M 0.04% -4,754 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; 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; 2026Q2: 131,189 shares 131,189 $5.6M 0.04% +5,665 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,372 shares; 2025Q4: 9,655 shares; 2026Q1: 57,034 shares; 2026Q2: 71,521 shares 71,521 $5.55M 0.04% +14,487 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 1,260 shares; 2025Q4: 238,574 shares; 2026Q1: 204,650 shares; 2026Q2: 261,494 shares 261,494 $5.5M 0.04% +56,844 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,257 shares; 2026Q1: 169,832 shares; 2026Q2: 164,759 shares 164,759 $5.5M 0.04% -5,073 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,426 shares 17,426 $5.49M 0.04% +342 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; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 13,632 shares; 2025Q4: 107,697 shares; 2026Q1: 128,140 shares; 2026Q2: 125,083 shares 125,083 $5.47M 0.04% -3,057 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,643 shares; 2025Q1: 18,324 shares; 2025Q2: 12,325 shares; 2025Q3: 12,058 shares; 2025Q4: 13,063 shares; 2026Q1: 22,255 shares; 2026Q2: 50,622 shares 50,622 $5.42M 0.04% +28,367 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,879 shares 52,879 $5.41M 0.04% +1,209 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 1,616 shares; 2025Q2: 3,863 shares; 2025Q3: 8,880 shares; 2025Q4: 17,604 shares; 2026Q1: 15,243 shares; 2026Q2: 15,107 shares 15,107 $5.36M 0.04% -136 Timeline DHDG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,020 shares 146,020 $5.34M 0.04% new 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; 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; 2026Q2: 105,249 shares 105,249 $5.32M 0.04% +17,548 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,488 shares; 2026Q2: 115,006 shares 115,006 $5.31M 0.04% -6,482 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,807 shares; 2026Q2: 181,735 shares 181,735 $5.3M 0.04% -72 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; 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; 2026Q2: 106,276 shares 106,276 $5.3M 0.04% +13,990 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 59,407 shares 59,407 $5.3M 0.04% -6,087 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,644 shares; 2025Q3: 86,165 shares; 2025Q4: 141,143 shares; 2026Q1: 152,861 shares; 2026Q2: 221,026 shares 221,026 $5.27M 0.04% +68,165 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,027 shares 53,027 $5.27M 0.04% +5,865 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 405 shares; 2025Q2: 2,069 shares; 2025Q3: 1,277 shares; 2025Q4: 5,218 shares; 2026Q1: 5,887 shares; 2026Q2: 22,308 shares 22,308 $5.26M 0.04% +16,421 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,645 shares; 2026Q2: 165,154 shares 165,154 $5.25M 0.04% +55,509 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 3,497 shares; 2025Q3: 10,344 shares; 2025Q4: 16,296 shares; 2026Q1: 31,276 shares; 2026Q2: 51,760 shares 51,760 $5.24M 0.04% +20,484 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; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $5.24M 0.04% -1 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 128,655 shares 128,655 $5.23M 0.04% -2,932 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; 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; 2026Q2: 16,580 shares 16,580 $5.22M 0.04% -92 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; 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; 2026Q2: 10,610 shares 10,610 $5.21M 0.04% +2,462 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 112 shares; 2025Q2: 3,477 shares; 2025Q3: 14,644 shares; 2025Q4: 12,967 shares; 2026Q1: 39,077 shares; 2026Q2: 68,340 shares 68,340 $5.2M 0.04% +29,263 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; 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; 2026Q2: 56,610 shares 56,610 $5.19M 0.04% +9,667 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,102 shares; 2026Q1: 116,857 shares; 2026Q2: 102,500 shares 102,500 $5.19M 0.04% -14,357 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; 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; 2026Q2: 30,419 shares 30,419 $5.18M 0.04% +893 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 65,993 shares 65,993 $5.17M 0.04% +6,651 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; 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; 2026Q2: 59,183 shares 59,183 $5.15M 0.04% +16,718 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; 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; 2026Q2: 38,666 shares 38,666 $5.15M 0.04% +405 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,296 shares 136,296 $5.14M 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,700 shares; 2026Q2: 101,200 shares 101,200 $5.11M 0.04% +19,500 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; 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; 2026Q2: 63,245 shares 63,245 $5.09M 0.04% +8,172 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; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 472 shares; 2025Q2: 528 shares; 2025Q3: 625 shares; 2025Q4: 1,107 shares; 2026Q1: 1,080 shares; 2026Q2: 28,437 shares 28,437 $5.08M 0.04% +27,357 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 235,276 shares; 2025Q3: 239,319 shares; 2025Q4: 247,321 shares; 2026Q1: 272,486 shares; 2026Q2: 236,943 shares 236,943 $5.07M 0.04% -35,543 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; 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; 2026Q2: 39,569 shares 39,569 $5.04M 0.04% -8,698 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; 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; 2026Q2: 73,032 shares 73,032 $5.03M 0.04% +2,448 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 353 shares; 2026Q2: 178,382 shares 178,382 $4.99M 0.04% +178,029 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 4,806 shares; 2025Q4: 66,671 shares; 2026Q1: 76,229 shares; 2026Q2: 111,983 shares 111,983 $4.98M 0.04% +35,754 Timeline QCAP 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199,144 shares 199,144 $4.96M 0.04% new 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; 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; 2026Q2: 85,061 shares 85,061 $4.91M 0.04% +19,014 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; 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; 2026Q2: 43,647 shares 43,647 $4.89M 0.04% +6,579 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,140 shares; 2026Q2: 136,947 shares 136,947 $4.88M 0.04% +14,807 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,826 shares; 2025Q1: 8,498 shares; 2025Q2: 20,058 shares; 2025Q3: 20,956 shares; 2025Q4: 22,585 shares; 2026Q1: 21,557 shares; 2026Q2: 16,364 shares 16,364 $4.87M 0.04% -5,193 Timeline JSI 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; 2024Q3: restricted; 2024Q4: 12,088 shares; 2025Q1: 12,027 shares; 2025Q2: 2,280 shares; 2025Q3: 2,311 shares; 2025Q4: 65,579 shares; 2026Q1: 43,781 shares; 2026Q2: 94,935 shares 94,935 $4.86M 0.04% +51,154 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; 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; 2026Q2: 21,845 shares 21,845 $4.82M 0.04% -1,001 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,065 shares 45,065 $4.8M 0.04% +4,924 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; 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; 2026Q2: 43,806 shares 43,806 $4.78M 0.04% +4,405 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,463 shares 30,463 $4.76M 0.04% +1,207 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; 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; 2026Q2: 87,069 shares 87,069 $4.76M 0.04% -4,906 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,481 shares 21,481 $4.75M 0.04% +1,196 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,481 shares 48,481 $4.73M 0.04% -42 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 86,972 shares 86,972 $4.72M 0.04% +6,847 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,419 shares; 2026Q1: 180,476 shares; 2026Q2: 185,776 shares 185,776 $4.71M 0.04% +5,300 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; 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; 2026Q2: 156,699 shares 156,699 $4.7M 0.04% -19,394 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; 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; 2026Q2: 35,516 shares 35,516 $4.69M 0.04% -310 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; 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; 2026Q2: 161,473 shares 161,473 $4.68M 0.04% -2,595 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; 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; 2026Q2: 100,380 shares 100,380 $4.67M 0.04% +1,450 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 61,277 shares 61,277 $4.64M 0.04% +14,169 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,742 shares; 2025Q1: 60,851 shares; 2025Q2: 62,997 shares; 2025Q3: 33,656 shares; 2025Q4: 48,192 shares; 2026Q1: 46,990 shares; 2026Q2: 161,808 shares 161,808 $4.59M 0.04% +114,818 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; 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; 2026Q2: 61,165 shares 61,165 $4.58M 0.04% +1,951 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; 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; 2026Q2: 90,237 shares 90,237 $4.58M 0.04% +13,291 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,239 shares; 2025Q1: 2,229 shares; 2025Q2: 1,482 shares; 2025Q3: 2,383 shares; 2025Q4: 3,134 shares; 2026Q1: 6,773 shares; 2026Q2: 11,600 shares 11,600 $4.57M 0.04% +4,827 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,906 shares 39,906 $4.56M 0.04% +4,723 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 95,633 shares 95,633 $4.55M 0.04% +11,678 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; 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; 2026Q2: 59,829 shares 59,829 $4.54M 0.04% +402 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 212 shares; 2025Q3: 8,517 shares; 2025Q4: 70,664 shares; 2026Q1: 73,402 shares; 2026Q2: 74,410 shares 74,410 $4.49M 0.04% +1,008 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; 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; 2026Q2: 18,702 shares 18,702 $4.44M 0.03% +1,377 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,931 shares 56,931 $4.41M 0.03% +5,379 Timeline GDEC 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 735 shares; 2025Q3: 730 shares; 2025Q4: 342 shares; 2026Q1: 298 shares; 2026Q2: 110,765 shares 110,765 $4.41M 0.03% +110,467 Timeline PTF 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,782 shares; 2025Q2: 32,132 shares; 2025Q3: 32,444 shares; 2025Q4: 32,283 shares; 2026Q1: 32,283 shares; 2026Q2: 32,133 shares 32,133 $4.38M 0.03% -150 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; 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; 2026Q2: 25,603 shares 25,603 $4.34M 0.03% -823 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; 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; 2026Q2: 98,933 shares 98,933 $4.34M 0.03% -2,955 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,567 shares; 2025Q4: 66,637 shares; 2026Q1: 175,978 shares; 2026Q2: 206,317 shares 206,317 $4.3M 0.03% +30,339 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,531 shares 102,531 $4.3M 0.03% new Timeline AFLG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,964 shares 98,964 $4.3M 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,797 shares; 2025Q1: 16,278 shares; 2025Q2: 15,372 shares; 2025Q3: 17,793 shares; 2025Q4: 29,207 shares; 2026Q1: 38,200 shares; 2026Q2: 41,526 shares 41,526 $4.3M 0.03% +3,326 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,521 shares; 2026Q1: 90,031 shares; 2026Q2: 92,321 shares 92,321 $4.27M 0.03% +2,290 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; 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; 2026Q2: 136,979 shares 136,979 $4.26M 0.03% +25,966 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,510 shares 38,510 $4.25M 0.03% +1,854 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; 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; 2026Q2: 19,327 shares 19,327 $4.24M 0.03% -215 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; 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; 2026Q2: 127,480 shares 127,480 $4.23M 0.03% -492 Timeline AFMC 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 14,545 shares; 2025Q4: 46,742 shares; 2026Q1: 80,699 shares; 2026Q2: 103,089 shares 103,089 $4.22M 0.03% +22,390 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; 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; 2026Q2: 7,529 shares 7,529 $4.22M 0.03% -204 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,386 shares 4,386 $4.21M 0.03% +108 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,147 shares; 2026Q2: 81,266 shares 81,266 $4.19M 0.03% +24,119 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; 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; 2026Q2: 99,342 shares 99,342 $4.16M 0.03% +3,058 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; 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; 2026Q2: 15,481 shares 15,481 $4.16M 0.03% +3,099 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,345 shares; 2025Q1: 59,698 shares; 2025Q2: 50,054 shares; 2025Q3: 73,495 shares; 2025Q4: 138,129 shares; 2026Q1: 161,719 shares; 2026Q2: 223,214 shares 223,214 $4.14M 0.03% +61,495 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; 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; 2026Q2: 27,248 shares 27,248 $4.13M 0.03% +156 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,672 shares 16,672 $4.09M 0.03% +183 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; 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; 2026Q2: 165,686 shares 165,686 $4.09M 0.03% +870 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; 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; 2026Q2: 15,668 shares 15,668 $4.08M 0.03% +131 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; 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; 2026Q2: 75,635 shares 75,635 $4.04M 0.03% -698 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; 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; 2026Q2: 82,671 shares 82,671 $4.04M 0.03% +12,324 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; 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; 2026Q2: 20,084 shares 20,084 $4.03M 0.03% +2,699 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; 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; 2026Q2: 40,206 shares 40,206 $4.03M 0.03% -605 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; 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; 2026Q2: 90,665 shares 90,665 $3.99M 0.03% +254 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,673 shares 52,673 $3.98M 0.03% -14,854 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; 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; 2026Q2: 83,020 shares 83,020 $3.98M 0.03% -4,035 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,460 shares; 2025Q1: 10,846 shares; 2025Q2: 13,196 shares; 2025Q3: 16,993 shares; 2025Q4: 16,915 shares; 2026Q1: 25,016 shares; 2026Q2: 43,873 shares 43,873 $3.97M 0.03% +18,857 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; 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; 2026Q2: 27,735 shares 27,735 $3.97M 0.03% +1,966 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,107 shares; 2025Q3: 9,004 shares; 2025Q4: 63,162 shares; 2026Q1: 85,525 shares; 2026Q2: 96,227 shares 96,227 $3.97M 0.03% +10,702 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,766 shares; 2025Q4: 116,998 shares; 2026Q1: 443,453 shares; 2026Q2: 196,132 shares 196,132 $3.97M 0.03% -247,321 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 42,396 shares 42,396 $3.96M 0.03% +7,081 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,788 shares; 2026Q1: 67,754 shares; 2026Q2: 71,472 shares 71,472 $3.96M 0.03% +3,718 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; 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; 2026Q2: 15,448 shares 15,448 $3.95M 0.03% -386 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; 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; 2026Q2: 28,785 shares 28,785 $3.94M 0.03% +3,176 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; 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; 2026Q2: 10,610 shares 10,610 $3.93M 0.03% +131 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,258 shares; 2026Q1: 64,061 shares; 2026Q2: 130,909 shares 130,909 $3.89M 0.03% +66,848 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 69,278 shares 69,278 $3.89M 0.03% +32,926 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; 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; 2026Q2: 50,118 shares 50,118 $3.89M 0.03% +13 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; 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; 2026Q2: 62,299 shares 62,299 $3.88M 0.03% -3,109 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 75,742 shares 75,742 $3.87M 0.03% +4,459 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; 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; 2026Q2: 84,061 shares 84,061 $3.85M 0.03% -1,174 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,564 shares; 2025Q1: 57,353 shares; 2025Q2: 59,796 shares; 2025Q3: 65,031 shares; 2025Q4: 72,213 shares; 2026Q1: 76,933 shares; 2026Q2: 120,286 shares 120,286 $3.85M 0.03% +43,353 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; 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; 2026Q2: 21,939 shares 21,939 $3.82M 0.03% +5,468 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; 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; 2026Q2: 45,514 shares 45,514 $3.79M 0.03% -5,813 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,441 shares; 2025Q1: 10,485 shares; 2025Q2: 12,137 shares; 2025Q3: 13,671 shares; 2025Q4: 17,405 shares; 2026Q1: 20,082 shares; 2026Q2: 23,370 shares 23,370 $3.78M 0.03% +3,288 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; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 272 shares; 2025Q2: 776 shares; 2025Q3: 1,575 shares; 2025Q4: 2,908 shares; 2026Q1: 3,385 shares; 2026Q2: 3,262 shares 3,262 $3.78M 0.03% -123 AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,131 shares 32,131 $3.77M 0.03% +473 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; 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; 2026Q2: 58,826 shares 58,826 $3.76M 0.03% -104 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; 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; 2026Q2: 49,624 shares 49,624 $3.76M 0.03% -319 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,693 shares; 2025Q1: 7,301 shares; 2025Q2: 7,120 shares; 2025Q3: 22,031 shares; 2025Q4: 29,467 shares; 2026Q1: 29,428 shares; 2026Q2: 35,141 shares 35,141 $3.74M 0.03% +5,713 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,704 shares; 2025Q1: 15,027 shares; 2025Q2: 13,405 shares; 2025Q3: 16,013 shares; 2025Q4: 35,725 shares; 2026Q1: 50,197 shares; 2026Q2: 68,299 shares 68,299 $3.73M 0.03% +18,102 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,536 shares 38,536 $3.72M 0.03% +685 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 698 shares; 2025Q2: 651 shares; 2025Q3: 357 shares; 2025Q4: 484 shares; 2026Q1: 35,177 shares; 2026Q2: 37,777 shares 37,777 $3.72M 0.03% +2,600 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 3,879 shares; 2025Q2: 3,224 shares; 2025Q3: 5,444 shares; 2025Q4: 7,359 shares; 2026Q1: 8,271 shares; 2026Q2: 10,156 shares 10,156 $3.71M 0.03% +1,885 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; 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; 2026Q2: 144,815 shares 144,815 $3.71M 0.03% -36,976 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; 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; 2026Q2: 11,246 shares 11,246 $3.71M 0.03% +768 Timeline