RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,048 shares; 2024Q4: 58,624 shares; 2025Q1: 393,209 shares; 2025Q2: 427,572 shares; 2025Q3: 451,260 shares; 2025Q4: 458,668 shares; 2026Q1: 477,901 shares 477,901 $91.7M 5.71% +19,233 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407,488 shares; 2024Q4: 1,315,095 shares; 2025Q1: 1,415,648 shares; 2025Q2: 1,479,587 shares; 2025Q3: 1,534,530 shares; 2025Q4: 1,552,845 shares; 2026Q1: 1,530,376 shares 1,530,376 $86.7M 5.4% -22,469 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,053 shares; 2024Q4: 592,467 shares; 2025Q1: 585,327 shares; 2025Q2: 598,563 shares; 2025Q3: 599,825 shares; 2025Q4: 586,634 shares; 2026Q1: 592,851 shares 592,851 $56.6M 3.53% +6,217 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,789 shares; 2024Q4: 622,599 shares; 2025Q1: 628,533 shares; 2025Q2: 654,293 shares; 2025Q3: 664,330 shares; 2025Q4: 680,847 shares; 2026Q1: 682,177 shares 682,177 $55M 3.43% +1,330 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,423 shares; 2024Q4: 547,880 shares; 2025Q1: 556,287 shares; 2025Q2: 588,546 shares; 2025Q3: 599,515 shares; 2025Q4: 610,840 shares; 2026Q1: 625,208 shares 625,208 $53.2M 3.32% +14,368 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,059 shares; 2024Q4: 408,815 shares; 2025Q1: 411,049 shares; 2025Q2: 433,332 shares; 2025Q3: 446,537 shares; 2025Q4: 457,586 shares; 2026Q1: 464,189 shares 464,189 $51.7M 3.22% +6,603 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,868 shares; 2024Q4: 455,341 shares; 2025Q1: 460,881 shares; 2025Q2: 479,764 shares; 2025Q3: 488,947 shares; 2025Q4: 497,231 shares; 2026Q1: 507,678 shares 507,678 $48.7M 3.03% +10,447 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,582 shares; 2024Q4: 142,900 shares; 2025Q1: 140,849 shares; 2025Q2: 146,337 shares; 2025Q3: 147,810 shares; 2025Q4: 149,204 shares; 2026Q1: 153,887 shares 153,887 $39.1M 2.43% +4,683 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,802 shares; 2024Q4: 291,611 shares; 2025Q1: 298,116 shares; 2025Q2: 318,280 shares; 2025Q3: 326,796 shares; 2025Q4: 330,955 shares; 2026Q1: 342,972 shares 342,972 $33.1M 2.06% +12,017 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,648 shares; 2024Q4: 440,878 shares; 2025Q1: 474,406 shares; 2025Q2: 503,436 shares; 2025Q3: 557,927 shares; 2025Q4: 630,483 shares; 2026Q1: 791,128 shares 791,128 $32.8M 2.05% +160,645 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,111 shares; 2024Q4: 1,173,281 shares; 2025Q1: 1,133,889 shares; 2025Q2: 1,138,942 shares; 2025Q3: 1,118,478 shares; 2025Q4: 1,100,145 shares; 2026Q1: 1,068,633 shares 1,068,633 $32.6M 2.03% -31,512 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,507 shares; 2024Q4: 132,094 shares; 2025Q1: 130,909 shares; 2025Q2: 140,453 shares; 2025Q3: 142,462 shares; 2025Q4: 147,573 shares; 2026Q1: 157,406 shares 157,406 $27.5M 1.71% +9,833 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,069 shares; 2024Q4: 331,326 shares; 2025Q1: 350,743 shares; 2025Q2: 364,567 shares; 2025Q3: 380,422 shares; 2025Q4: 421,309 shares; 2026Q1: 541,776 shares 541,776 $21.5M 1.34% +120,467 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,758 shares; 2024Q4: 188,416 shares; 2025Q1: 181,191 shares; 2025Q2: 182,133 shares; 2025Q3: 180,308 shares; 2025Q4: 178,395 shares; 2026Q1: 171,831 shares 171,831 $19.4M 1.21% -6,564 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,738 shares; 2024Q4: 269,315 shares; 2025Q1: 265,495 shares; 2025Q2: 271,662 shares; 2025Q3: 271,922 shares; 2025Q4: 269,685 shares; 2026Q1: 261,321 shares 261,321 $19.4M 1.21% -8,364 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,484 shares; 2024Q4: 534,134 shares; 2025Q1: 546,288 shares; 2025Q2: 559,901 shares; 2025Q3: 567,539 shares; 2025Q4: 604,350 shares; 2026Q1: 627,188 shares 627,188 $19.4M 1.21% +22,838 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,712 shares; 2024Q4: 90,777 shares; 2025Q1: 89,177 shares; 2025Q2: 90,445 shares; 2025Q3: 91,281 shares; 2025Q4: 89,981 shares; 2026Q1: 90,227 shares 90,227 $19.4M 1.21% +246 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,655 shares; 2024Q4: 264,738 shares; 2025Q1: 276,194 shares; 2025Q2: 287,290 shares; 2025Q3: 304,496 shares; 2025Q4: 339,576 shares; 2026Q1: 410,508 shares 410,508 $19.3M 1.2% +70,932 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,965 shares; 2024Q4: 273,232 shares; 2025Q1: 273,267 shares; 2025Q2: 280,322 shares; 2025Q3: 273,920 shares; 2025Q4: 270,652 shares; 2026Q1: 243,449 shares 243,449 $18.2M 1.13% -27,203 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,071 shares; 2024Q4: 41,649 shares; 2025Q1: 42,708 shares; 2025Q2: 45,075 shares; 2025Q3: 45,594 shares; 2025Q4: 47,619 shares; 2026Q1: 49,116 shares 49,116 $18.2M 1.13% +1,497 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,795 shares; 2024Q4: 50,316 shares; 2025Q1: 50,805 shares; 2025Q2: 51,562 shares; 2025Q3: 52,379 shares; 2025Q4: 54,104 shares; 2026Q1: 61,501 shares 61,501 $17.6M 1.1% +7,397 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,323 shares; 2024Q4: 209,465 shares; 2025Q1: 211,717 shares; 2025Q2: 213,031 shares; 2025Q3: 214,091 shares; 2025Q4: 218,686 shares; 2026Q1: 223,820 shares 223,820 $17.4M 1.08% +5,134 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,785 shares; 2024Q4: 234,146 shares; 2025Q1: 243,716 shares; 2025Q2: 250,786 shares; 2025Q3: 252,704 shares; 2025Q4: 272,053 shares; 2026Q1: 277,447 shares 277,447 $17.3M 1.08% +5,394 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,602 shares; 2024Q4: 66,957 shares; 2025Q1: 68,464 shares; 2025Q2: 72,669 shares; 2025Q3: 73,916 shares; 2025Q4: 79,024 shares; 2026Q1: 80,672 shares 80,672 $16.8M 1.05% +1,648 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,063 shares; 2024Q4: 434,236 shares; 2025Q1: 445,344 shares; 2025Q2: 444,570 shares; 2025Q3: 447,175 shares; 2025Q4: 445,597 shares; 2026Q1: 413,914 shares 413,914 $16.8M 1.05% -31,683 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,566 shares; 2024Q4: 179,999 shares; 2025Q1: 186,311 shares; 2025Q2: 160,891 shares; 2025Q3: 169,137 shares; 2025Q4: 174,641 shares; 2026Q1: 177,007 shares 177,007 $16.7M 1.04% +2,366 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,781 shares; 2024Q4: 47,031 shares; 2025Q1: 45,390 shares; 2025Q2: 49,663 shares; 2025Q3: 50,418 shares; 2025Q4: 52,256 shares; 2026Q1: 50,125 shares 50,125 $15.5M 0.97% -2,131 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,845 shares; 2024Q4: 178,531 shares; 2025Q1: 179,033 shares; 2025Q2: 180,736 shares; 2025Q3: 179,057 shares; 2025Q4: 174,999 shares; 2026Q1: 176,660 shares 176,660 $15M 0.93% +1,661 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,566 shares; 2024Q4: 93,370 shares; 2025Q1: 94,718 shares; 2025Q2: 110,078 shares; 2025Q3: 119,820 shares; 2025Q4: 122,308 shares; 2026Q1: 128,382 shares 128,382 $14.2M 0.88% +6,074 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,701 shares; 2025Q1: 4,679 shares; 2025Q2: 12,225 shares; 2025Q3: 20,916 shares; 2025Q4: 24,824 shares; 2026Q1: 32,165 shares 32,165 $13.8M 0.86% +7,341 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,749 shares; 2024Q4: 309,207 shares; 2025Q1: 300,263 shares; 2025Q2: 302,429 shares; 2025Q3: 308,318 shares; 2025Q4: 310,018 shares; 2026Q1: 322,370 shares 322,370 $13M 0.81% +12,352 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,863 shares; 2024Q4: 35,442 shares; 2025Q1: 36,212 shares; 2025Q2: 38,982 shares; 2025Q3: 39,638 shares; 2025Q4: 41,733 shares; 2026Q1: 43,527 shares 43,527 $12.8M 0.8% +1,794 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,985 shares; 2024Q4: 84,613 shares; 2025Q1: 83,402 shares; 2025Q2: 83,849 shares; 2025Q3: 84,426 shares; 2025Q4: 90,109 shares; 2026Q1: 89,719 shares 89,719 $12.2M 0.76% -390 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,339 shares; 2024Q4: 78,430 shares; 2025Q1: 83,509 shares; 2025Q2: 86,187 shares; 2025Q3: 88,687 shares; 2025Q4: 94,637 shares; 2026Q1: 95,876 shares 95,876 $11.9M 0.74% +1,239 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,773 shares; 2024Q4: 56,272 shares; 2025Q1: 58,567 shares; 2025Q2: 60,640 shares; 2025Q3: 61,685 shares; 2025Q4: 64,335 shares; 2026Q1: 69,636 shares 69,636 $11.8M 0.74% +5,301 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,426 shares; 2024Q4: 16,553 shares; 2025Q1: 16,904 shares; 2025Q2: 18,279 shares; 2025Q3: 18,600 shares; 2025Q4: 18,979 shares; 2026Q1: 19,965 shares 19,965 $11.4M 0.71% +986 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,507 shares; 2024Q4: 247,079 shares; 2025Q1: 242,647 shares; 2025Q2: 246,532 shares; 2025Q3: 254,001 shares; 2025Q4: 262,187 shares; 2026Q1: 255,927 shares 255,927 $10.9M 0.68% -6,260 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: 13,069 shares; 2025Q1: 13,519 shares; 2025Q2: 14,322 shares; 2025Q3: 14,820 shares; 2025Q4: 15,381 shares; 2026Q1: 16,425 shares 16,425 $10.7M 0.67% +1,044 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,235 shares; 2024Q4: 223,484 shares; 2025Q1: 219,577 shares; 2025Q2: 219,651 shares; 2025Q3: 222,202 shares; 2025Q4: 223,694 shares; 2026Q1: 213,032 shares 213,032 $10.4M 0.65% -10,662 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,705 shares; 2024Q4: 412,193 shares; 2025Q1: 394,117 shares; 2025Q2: 393,347 shares; 2025Q3: 373,512 shares; 2025Q4: 373,683 shares; 2026Q1: 355,423 shares 355,423 $10.4M 0.64% -18,260 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,627 shares; 2024Q4: 38,381 shares; 2025Q1: 40,321 shares; 2025Q2: 42,441 shares; 2025Q3: 44,101 shares; 2025Q4: 46,633 shares; 2026Q1: 47,730 shares 47,730 $9.88M 0.62% +1,097 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,443 shares; 2024Q4: 13,719 shares; 2025Q1: 14,209 shares; 2025Q2: 14,886 shares; 2025Q3: 15,294 shares; 2025Q4: 15,900 shares; 2026Q1: 13,754 shares 13,754 $9.74M 0.61% -2,146 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,074 shares; 2024Q4: 38,738 shares; 2025Q1: 40,286 shares; 2025Q2: 40,868 shares; 2025Q3: 41,848 shares; 2025Q4: 43,819 shares; 2026Q1: 39,643 shares 39,643 $9.69M 0.6% -4,176 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 8,856 shares; 2025Q1: 8,965 shares; 2025Q2: 9,539 shares; 2025Q3: 9,774 shares; 2025Q4: 10,065 shares; 2026Q1: 10,415 shares 10,415 $9.58M 0.6% +350 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,145 shares; 2024Q4: 323,813 shares; 2025Q1: 326,476 shares; 2025Q2: 326,833 shares; 2025Q3: 325,630 shares; 2025Q4: 345,063 shares; 2026Q1: 364,993 shares 364,993 $9.3M 0.58% +19,930 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,739 shares; 2025Q3: 63,767 shares; 2025Q4: 147,284 shares; 2026Q1: 202,477 shares 202,477 $9.12M 0.57% +55,193 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,727 shares; 2024Q4: 81,389 shares; 2025Q1: 83,314 shares; 2025Q2: 86,539 shares; 2025Q3: 92,762 shares; 2025Q4: 99,759 shares; 2026Q1: 104,109 shares 104,109 $9M 0.56% +4,350 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,925 shares; 2024Q4: 45,769 shares; 2025Q1: 43,280 shares; 2025Q2: 42,586 shares; 2025Q3: 42,205 shares; 2025Q4: 41,765 shares; 2026Q1: 42,521 shares 42,521 $8.98M 0.56% +756 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,128 shares; 2025Q1: 39,086 shares; 2025Q2: 44,657 shares; 2025Q3: 46,152 shares; 2025Q4: 48,563 shares; 2026Q1: 37,347 shares 37,347 $7.98M 0.5% -11,216 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,974 shares; 2024Q4: 128,786 shares; 2025Q1: 127,860 shares; 2025Q2: 130,223 shares; 2025Q3: 133,586 shares; 2025Q4: 142,219 shares; 2026Q1: 147,837 shares 147,837 $7.77M 0.48% +5,618 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,251 shares; 2024Q4: 4,120 shares; 2025Q1: 5,031 shares; 2025Q2: 13,173 shares; 2025Q3: 13,346 shares; 2025Q4: 13,814 shares; 2026Q1: 19,987 shares 19,987 $7.43M 0.46% +6,173 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,353 shares; 2025Q1: 6,609 shares; 2025Q2: 6,892 shares; 2025Q3: 6,999 shares; 2025Q4: 7,265 shares; 2026Q1: 7,368 shares 7,368 $7.34M 0.46% +103 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,125 shares; 2025Q1: 7,992 shares; 2025Q2: 8,138 shares; 2025Q3: 7,936 shares; 2025Q4: 11,454 shares; 2026Q1: 11,211 shares 11,211 $7.32M 0.46% -243 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,049 shares; 2024Q4: 24,502 shares; 2025Q1: 23,122 shares; 2025Q2: 24,437 shares; 2025Q3: 24,410 shares; 2025Q4: 24,356 shares; 2026Q1: 24,180 shares 24,180 $6.95M 0.43% -176 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,380 shares; 2025Q1: 3,056 shares; 2025Q2: 3,068 shares; 2025Q3: 3,500 shares; 2025Q4: 5,555 shares; 2026Q1: 49,011 shares 49,011 $6.78M 0.42% +43,456 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,752 shares; 2024Q4: 72,153 shares; 2025Q1: 73,855 shares; 2025Q2: 74,030 shares; 2025Q3: 74,326 shares; 2025Q4: 74,589 shares; 2026Q1: 72,399 shares 72,399 $6.71M 0.42% -2,190 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,215 shares; 2024Q4: 217,125 shares; 2025Q1: 221,610 shares; 2025Q2: 221,067 shares; 2025Q3: 223,309 shares; 2025Q4: 232,375 shares; 2026Q1: 233,554 shares 233,554 $6.71M 0.42% +1,179 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,788 shares; 2024Q4: 25,287 shares; 2025Q1: 26,351 shares; 2025Q2: 27,726 shares; 2025Q3: 28,250 shares; 2025Q4: 29,565 shares; 2026Q1: 30,629 shares 30,629 $6.66M 0.41% +1,064 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,076 shares; 2024Q4: 63,076 shares; 2025Q1: 63,076 shares; 2025Q2: 70,348 shares; 2025Q3: 70,399 shares; 2025Q4: 62,899 shares; 2026Q1: 62,899 shares 62,899 $6.19M 0.39% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,624 shares; 2024Q4: 33,386 shares; 2025Q1: 33,509 shares; 2025Q2: 33,349 shares; 2025Q3: 32,923 shares; 2025Q4: 33,245 shares; 2026Q1: 32,405 shares 32,405 $5.97M 0.37% -840 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,645 shares; 2024Q4: 41,731 shares; 2025Q1: 41,191 shares; 2025Q2: 42,137 shares; 2025Q3: 41,467 shares; 2025Q4: 40,990 shares; 2026Q1: 40,905 shares 40,905 $5.83M 0.36% -85 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 8,006 shares; 2025Q1: 7,973 shares; 2025Q2: 9,023 shares; 2025Q3: 9,078 shares; 2025Q4: 9,317 shares; 2026Q1: 9,596 shares 9,596 $5.73M 0.36% +279 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 12,175 shares; 2025Q1: 12,926 shares; 2025Q2: 13,839 shares; 2025Q3: 14,415 shares; 2025Q4: 15,269 shares; 2026Q1: 15,907 shares 15,907 $5.69M 0.35% +638 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,253 shares; 2025Q3: 79,636 shares; 2025Q4: 101,622 shares; 2026Q1: 186,746 shares 186,746 $5.54M 0.35% +85,124 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 36,307 shares; 2025Q1: 39,276 shares; 2025Q2: 41,490 shares; 2025Q3: 42,832 shares; 2025Q4: 45,206 shares; 2026Q1: 36,375 shares 36,375 $5.32M 0.33% -8,831 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 17,630 shares; 2025Q1: 17,445 shares; 2025Q2: 17,416 shares; 2025Q3: 17,021 shares; 2025Q4: 17,154 shares; 2026Q1: 16,344 shares 16,344 $5.24M 0.33% -810 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,266 shares; 2024Q4: 32,141 shares; 2025Q1: 33,351 shares; 2025Q2: 34,992 shares; 2025Q3: 36,196 shares; 2025Q4: 37,956 shares; 2026Q1: 39,278 shares 39,278 $5.14M 0.32% +1,322 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,657 shares; 2024Q4: 43,109 shares; 2025Q1: 47,330 shares; 2025Q2: 47,366 shares; 2025Q3: 49,843 shares; 2025Q4: 52,574 shares; 2026Q1: 54,903 shares 54,903 $5.1M 0.32% +2,329 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,463 shares; 2024Q4: 23,246 shares; 2025Q1: 24,339 shares; 2025Q2: 26,581 shares; 2025Q3: 27,754 shares; 2025Q4: 29,172 shares; 2026Q1: 30,482 shares 30,482 $5.02M 0.31% +1,310 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,699 shares; 2024Q4: 90,885 shares; 2025Q1: 85,842 shares; 2025Q2: 80,649 shares; 2025Q3: 77,858 shares; 2025Q4: 76,058 shares; 2026Q1: 71,418 shares 71,418 $4.98M 0.31% -4,640 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,121 shares; 2024Q4: 34,834 shares; 2025Q1: 35,598 shares; 2025Q2: 35,842 shares; 2025Q3: 36,929 shares; 2025Q4: 39,451 shares; 2026Q1: 40,727 shares 40,727 $4.9M 0.31% +1,276 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,280 shares; 2024Q4: 11,727 shares; 2025Q1: 12,669 shares; 2025Q2: 13,637 shares; 2025Q3: 14,364 shares; 2025Q4: 15,342 shares; 2026Q1: 16,578 shares 16,578 $4.9M 0.31% +1,236 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 12,320 shares; 2025Q1: 12,701 shares; 2025Q2: 13,345 shares; 2025Q3: 13,753 shares; 2025Q4: 14,421 shares; 2026Q1: 14,823 shares 14,823 $4.88M 0.3% +402 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,305 shares; 2024Q4: 66,506 shares; 2025Q1: 73,460 shares; 2025Q2: 68,595 shares; 2025Q3: 72,913 shares; 2025Q4: 88,133 shares; 2026Q1: 96,934 shares 96,934 $4.85M 0.3% +8,801 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 12,330 shares; 2025Q1: 12,939 shares; 2025Q2: 13,860 shares; 2025Q3: 14,499 shares; 2025Q4: 15,362 shares; 2026Q1: 16,080 shares 16,080 $4.69M 0.29% +718 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111,454 shares; 2025Q3: 109,001 shares; 2025Q4: 109,026 shares; 2026Q1: 110,724 shares 110,724 $4.69M 0.29% +1,698 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,972 shares; 2024Q4: 48,802 shares; 2025Q1: 49,645 shares; 2025Q2: 50,919 shares; 2025Q3: 50,661 shares; 2025Q4: 51,520 shares; 2026Q1: 51,399 shares 51,399 $4.65M 0.29% -121 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 11,991 shares; 2025Q1: 12,457 shares; 2025Q2: 13,497 shares; 2025Q3: 13,932 shares; 2025Q4: 14,535 shares; 2026Q1: 15,285 shares 15,285 $4.62M 0.29% +750 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 2,732 shares; 2025Q1: 1,567 shares; 2025Q2: 3,543 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 61,297 shares 61,297 $4.6M 0.29% +59,743 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,798 shares; 2024Q4: 28,963 shares; 2025Q1: 28,154 shares; 2025Q2: 27,841 shares; 2025Q3: 31,308 shares; 2025Q4: 31,526 shares; 2026Q1: 30,178 shares 30,178 $4.57M 0.28% -1,348 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,585 shares; 2025Q1: 48,160 shares; 2025Q2: 50,346 shares; 2025Q3: 51,396 shares; 2025Q4: 53,931 shares; 2026Q1: 54,049 shares 54,049 $4.48M 0.28% +118 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 27,690 shares; 2025Q1: 28,682 shares; 2025Q2: 29,585 shares; 2025Q3: 30,292 shares; 2025Q4: 31,065 shares; 2026Q1: 30,898 shares 30,898 $4.46M 0.28% -167 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,885 shares; 2025Q3: 67,297 shares; 2025Q4: 77,363 shares; 2026Q1: 79,708 shares 79,708 $4.43M 0.28% +2,345 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,542 shares; 2024Q4: 21,723 shares; 2025Q1: 20,615 shares; 2025Q2: 18,732 shares; 2025Q3: 17,883 shares; 2025Q4: 17,561 shares; 2026Q1: 17,596 shares 17,596 $4.36M 0.27% +35 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,797 shares; 2025Q2: 87,276 shares; 2025Q3: 76,515 shares; 2025Q4: 80,812 shares; 2026Q1: 86,163 shares 86,163 $4.34M 0.27% +5,351 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 15,691 shares; 2025Q1: 16,229 shares; 2025Q2: 17,099 shares; 2025Q3: 17,428 shares; 2025Q4: 18,366 shares; 2026Q1: 18,692 shares 18,692 $4.34M 0.27% +326 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 8,926 shares; 2025Q1: 9,561 shares; 2025Q2: 10,309 shares; 2025Q3: 10,787 shares; 2025Q4: 11,237 shares; 2026Q1: 12,104 shares 12,104 $4.26M 0.27% +867 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,594 shares; 2024Q4: 13,954 shares; 2025Q1: 14,381 shares; 2025Q2: 15,184 shares; 2025Q3: 15,750 shares; 2025Q4: 17,023 shares; 2026Q1: 17,407 shares 17,407 $4.22M 0.26% +384 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,988 shares; 2024Q4: 84,346 shares; 2025Q1: 83,774 shares; 2025Q2: 84,214 shares; 2025Q3: 83,234 shares; 2025Q4: 85,509 shares; 2026Q1: 84,450 shares 84,450 $4.06M 0.25% -1,059 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 3,336 shares; 2025Q1: 3,166 shares; 2025Q2: 13,691 shares; 2025Q3: 14,015 shares; 2025Q4: 14,729 shares; 2026Q1: 20,230 shares 20,230 $4.03M 0.25% +5,501 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 8,314 shares; 2025Q1: 8,772 shares; 2025Q2: 9,182 shares; 2025Q3: 9,652 shares; 2025Q4: 10,464 shares; 2026Q1: 11,055 shares 11,055 $3.94M 0.25% +591 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,148 shares; 2024Q4: 17,846 shares; 2025Q1: 17,373 shares; 2025Q2: 17,173 shares; 2025Q3: 17,220 shares; 2025Q4: 17,013 shares; 2026Q1: 16,908 shares 16,908 $3.67M 0.23% -105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,205 shares; 2024Q4: 31,091 shares; 2025Q1: 30,307 shares; 2025Q2: 29,312 shares; 2025Q3: 30,064 shares; 2025Q4: 30,116 shares; 2026Q1: 29,391 shares 29,391 $3.65M 0.23% -725 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,199 shares; 2024Q4: 40,408 shares; 2025Q1: 40,174 shares; 2025Q2: 41,833 shares; 2025Q3: 41,823 shares; 2025Q4: 41,392 shares; 2026Q1: 40,890 shares 40,890 $3.62M 0.23% -502 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,057 shares; 2024Q4: 15,778 shares; 2025Q1: 15,866 shares; 2025Q2: 15,943 shares; 2025Q3: 15,799 shares; 2025Q4: 15,763 shares; 2026Q1: 46,604 shares 46,604 $3.62M 0.23% +30,841 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,295 shares; 2024Q4: 15,553 shares; 2025Q1: 16,169 shares; 2025Q2: 17,060 shares; 2025Q3: 17,592 shares; 2025Q4: 18,569 shares; 2026Q1: 18,515 shares 18,515 $3.59M 0.22% -54 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,071 shares; 2025Q1: 8,625 shares; 2025Q2: 8,549 shares; 2025Q3: 8,434 shares; 2025Q4: 8,301 shares; 2026Q1: 8,285 shares 8,285 $3.53M 0.22% -16 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,048 shares; 2024Q4: 28,898 shares; 2025Q1: 30,032 shares; 2025Q2: 32,875 shares; 2025Q3: 34,504 shares; 2025Q4: 36,910 shares; 2026Q1: 38,722 shares 38,722 $3.49M 0.22% +1,812 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,885 shares; 2024Q4: 27,962 shares; 2025Q1: 29,342 shares; 2025Q2: 31,329 shares; 2025Q3: 32,689 shares; 2025Q4: 34,808 shares; 2026Q1: 36,109 shares 36,109 $3.49M 0.22% +1,301 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,896 shares; 2025Q3: 22,959 shares; 2025Q4: 25,041 shares; 2026Q1: 26,284 shares 26,284 $3.47M 0.22% +1,243 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,221 shares; 2024Q4: 60,503 shares; 2025Q1: 89,021 shares; 2025Q2: 89,421 shares; 2025Q3: 96,321 shares; 2025Q4: 96,321 shares; 2026Q1: 96,321 shares 96,321 $3.46M 0.22% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,185 shares; 2024Q4: 34,106 shares; 2025Q1: 33,923 shares; 2025Q2: 35,009 shares; 2025Q3: 36,906 shares; 2025Q4: 38,624 shares; 2026Q1: 38,369 shares 38,369 $3.44M 0.21% -255 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,980 shares; 2025Q1: 9,577 shares; 2025Q2: 10,289 shares; 2025Q3: 10,750 shares; 2025Q4: 11,607 shares; 2026Q1: 11,816 shares 11,816 $3.35M 0.21% +209 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,492 shares; 2025Q1: 72,895 shares; 2025Q2: 76,629 shares; 2025Q3: 81,699 shares; 2025Q4: 86,751 shares; 2026Q1: 89,224 shares 89,224 $3.35M 0.21% +2,473 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,650 shares; 2024Q4: 35,558 shares; 2025Q1: 35,487 shares; 2025Q2: 35,687 shares; 2025Q3: 35,065 shares; 2025Q4: 35,198 shares; 2026Q1: 33,428 shares 33,428 $3.25M 0.2% -1,770 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,636 shares; 2024Q4: 20,405 shares; 2025Q1: 21,236 shares; 2025Q2: 22,830 shares; 2025Q3: 23,886 shares; 2025Q4: 25,579 shares; 2026Q1: 28,072 shares 28,072 $3.23M 0.2% +2,493 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,953 shares; 2024Q4: 63,109 shares; 2025Q1: 64,111 shares; 2025Q2: 74,448 shares; 2025Q3: 63,270 shares; 2025Q4: 65,296 shares; 2026Q1: 61,538 shares 61,538 $3.11M 0.19% -3,758 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 7,054 shares; 2025Q1: 7,149 shares; 2025Q2: 2,915 shares; 2025Q3: 3,017 shares; 2025Q4: 3,044 shares; 2026Q1: 11,283 shares 11,283 $3.05M 0.19% +8,239 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,480 shares; 2024Q4: 48,380 shares; 2025Q1: 53,321 shares; 2025Q2: 53,588 shares; 2025Q3: 54,916 shares; 2025Q4: 58,614 shares; 2026Q1: 59,315 shares 59,315 $3.05M 0.19% +701 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,924 shares; 2024Q4: 21,901 shares; 2025Q1: 20,557 shares; 2025Q2: 20,697 shares; 2025Q3: 20,857 shares; 2025Q4: 20,837 shares; 2026Q1: 20,735 shares 20,735 $3.02M 0.19% -102 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,411 shares; 2024Q4: 29,834 shares; 2025Q1: 30,404 shares; 2025Q2: 31,158 shares; 2025Q3: 30,779 shares; 2025Q4: 29,852 shares; 2026Q1: 30,310 shares 30,310 $2.95M 0.18% +458 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 18,759 shares; 2025Q1: 19,273 shares; 2025Q2: 9,840 shares; 2025Q3: 9,805 shares; 2025Q4: 9,334 shares; 2026Q1: 9,469 shares 9,469 $2.94M 0.18% +135 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,219 shares; 2025Q1: 3,253 shares; 2025Q2: 3,577 shares; 2025Q3: 3,468 shares; 2025Q4: 3,311 shares; 2026Q1: 5,084 shares 5,084 $2.93M 0.18% +1,773 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.18% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,144 shares; 2024Q4: 9,126 shares; 2025Q1: 9,053 shares; 2025Q2: 9,152 shares; 2025Q3: 9,201 shares; 2025Q4: 9,116 shares; 2026Q1: 9,216 shares 9,216 $2.79M 0.17% +100 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,648 shares; 2024Q4: 54,165 shares; 2025Q1: 53,781 shares; 2025Q2: 54,194 shares; 2025Q3: 54,436 shares; 2025Q4: 56,260 shares; 2026Q1: 54,976 shares 54,976 $2.68M 0.17% -1,284 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,967 shares; 2024Q4: 196,208 shares; 2025Q1: 188,097 shares; 2025Q2: 186,543 shares; 2025Q3: 185,046 shares; 2025Q4: 182,746 shares; 2026Q1: 180,756 shares 180,756 $2.67M 0.17% -1,990 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,781 shares; 2024Q4: 92,217 shares; 2025Q1: 87,367 shares; 2025Q2: 87,508 shares; 2025Q3: 86,734 shares; 2025Q4: 85,639 shares; 2026Q1: 80,219 shares 80,219 $2.64M 0.16% -5,420 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 9,597 shares; 2025Q1: 10,090 shares; 2025Q2: 10,571 shares; 2025Q3: 11,066 shares; 2025Q4: 12,387 shares; 2026Q1: 13,649 shares 13,649 $2.59M 0.16% +1,262 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 4,727 shares; 2025Q3: 4,909 shares; 2025Q4: 5,230 shares; 2026Q1: 5,282 shares 5,282 $2.43M 0.15% +52 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,708 shares; 2024Q4: 37,897 shares; 2025Q1: 36,180 shares; 2025Q2: 36,287 shares; 2025Q3: 36,862 shares; 2025Q4: 36,279 shares; 2026Q1: 35,632 shares 35,632 $2.41M 0.15% -647 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 19,372 shares; 2025Q1: 18,496 shares; 2025Q2: 14,979 shares; 2025Q3: 14,283 shares; 2025Q4: 14,114 shares; 2026Q1: 13,775 shares 13,775 $2.33M 0.14% -339 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,766 shares; 2024Q4: 118,284 shares; 2025Q1: 118,616 shares; 2025Q2: 121,874 shares; 2025Q3: 124,303 shares; 2025Q4: 109,644 shares; 2026Q1: 90,838 shares 90,838 $2.28M 0.14% -18,806 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,978 shares; 2024Q4: 10,785 shares; 2025Q1: 10,645 shares; 2025Q2: 10,922 shares; 2025Q3: 10,494 shares; 2025Q4: 10,503 shares; 2026Q1: 10,592 shares 10,592 $2.26M 0.14% +89 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,679 shares; 2024Q4: 58,501 shares; 2025Q1: 57,542 shares; 2025Q2: 43,520 shares; 2025Q3: 41,396 shares; 2025Q4: 43,825 shares; 2026Q1: 44,642 shares 44,642 $2.24M 0.14% +817 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,274 shares; 2025Q3: 10,395 shares; 2025Q4: 19,048 shares; 2026Q1: 109,285 shares 109,285 $2.23M 0.14% +90,237 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,974 shares; 2025Q4: 49,877 shares; 2026Q1: 34,377 shares 34,377 $2.21M 0.14% -15,500 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,985 shares; 2024Q4: 11,036 shares; 2025Q1: 10,677 shares; 2025Q2: 11,115 shares; 2025Q3: 11,716 shares; 2025Q4: 11,752 shares; 2026Q1: 11,604 shares 11,604 $2.2M 0.14% -148 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,898 shares 5,898 $2.12M 0.13% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,591 shares; 2024Q4: 12,005 shares; 2025Q1: 12,042 shares; 2025Q2: 12,154 shares; 2025Q3: 12,198 shares; 2025Q4: 15,433 shares; 2026Q1: 15,288 shares 15,288 $2.02M 0.13% -145 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,017 shares; 2025Q1: 11,213 shares; 2025Q2: 12,706 shares; 2025Q3: 12,812 shares; 2025Q4: 13,555 shares; 2026Q1: 13,523 shares 13,523 $2M 0.12% -32 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,948 shares; 2024Q4: 75,833 shares; 2025Q1: 76,769 shares; 2025Q2: 79,280 shares; 2025Q3: 78,202 shares; 2025Q4: 77,865 shares; 2026Q1: 78,630 shares 78,630 $1.98M 0.12% +765 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 16,641 shares; 2025Q1: 18,231 shares; 2025Q2: 17,317 shares; 2025Q3: 18,248 shares; 2025Q4: 19,854 shares; 2026Q1: 18,620 shares 18,620 $1.98M 0.12% -1,234 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,730 shares; 2024Q4: 94,471 shares; 2025Q1: 94,056 shares; 2025Q2: 93,013 shares; 2025Q3: 91,408 shares; 2025Q4: 85,273 shares; 2026Q1: 76,846 shares 76,846 $1.97M 0.12% -8,427 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 10,817 shares; 2025Q1: 10,891 shares; 2025Q2: 11,293 shares; 2025Q3: 11,297 shares; 2025Q4: 11,301 shares; 2026Q1: 11,304 shares 11,304 $1.96M 0.12% +3 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 2,674 shares; 2025Q1: 2,679 shares; 2025Q2: 2,614 shares; 2025Q3: 2,566 shares; 2025Q4: 3,013 shares; 2026Q1: 3,132 shares 3,132 $1.89M 0.12% +119 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 7,995 shares; 2025Q1: 7,775 shares; 2025Q2: 7,710 shares; 2025Q3: 7,484 shares; 2025Q4: 7,512 shares; 2026Q1: 7,598 shares 7,598 $1.84M 0.11% +86 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,091 shares; 2024Q4: 25,162 shares; 2025Q1: 25,030 shares; 2025Q2: 25,085 shares; 2025Q3: 25,136 shares; 2025Q4: 25,179 shares; 2026Q1: 25,227 shares 25,227 $1.79M 0.11% +48 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,515 shares; 2024Q4: 49,715 shares; 2025Q1: 49,515 shares; 2025Q2: 49,515 shares; 2025Q3: 50,345 shares; 2025Q4: 50,345 shares; 2026Q1: 50,345 shares 50,345 $1.78M 0.11% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,554 shares; 2024Q4: 28,667 shares; 2025Q1: 34,815 shares; 2025Q2: 34,971 shares; 2025Q3: 35,118 shares; 2025Q4: 41,177 shares; 2026Q1: 36,189 shares 36,189 $1.75M 0.11% -4,988 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,318 shares; 2025Q1: 7,016 shares; 2025Q2: 6,980 shares; 2025Q3: 6,939 shares; 2025Q4: 6,700 shares; 2026Q1: 6,784 shares 6,784 $1.75M 0.11% +84 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,298 shares; 2025Q4: 64,395 shares; 2026Q1: 67,656 shares 67,656 $1.68M 0.1% +3,261 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,855 shares; 2024Q4: 94,705 shares; 2025Q1: 139,535 shares; 2025Q2: 149,160 shares; 2025Q3: 200,620 shares; 2025Q4: 202,407 shares; 2026Q1: 205,407 shares 205,407 $1.65M 0.1% +3,000 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 6,374 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 7,987 shares; 2025Q4: 21,909 shares; 2026Q1: 40,155 shares 40,155 $1.63M 0.1% +18,246 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,909 shares; 2025Q1: 7,858 shares; 2025Q2: 7,848 shares; 2025Q3: 7,763 shares; 2025Q4: 8,120 shares; 2026Q1: 8,452 shares 8,452 $1.63M 0.1% +332 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,656 shares; 2024Q4: 76,714 shares; 2025Q1: 75,398 shares; 2025Q2: 75,593 shares; 2025Q3: 73,984 shares; 2025Q4: 72,277 shares; 2026Q1: 65,831 shares 65,831 $1.63M 0.1% -6,446 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,102 shares 1,102 $1.62M 0.1% +17 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,078 shares; 2024Q4: 27,030 shares; 2025Q1: 27,199 shares; 2025Q2: 26,864 shares; 2025Q3: 27,831 shares; 2025Q4: 29,449 shares; 2026Q1: 33,971 shares 33,971 $1.48M 0.09% +4,522 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,914 shares; 2024Q4: 18,321 shares; 2025Q1: 17,931 shares; 2025Q2: 18,062 shares; 2025Q3: 18,174 shares; 2025Q4: 18,384 shares; 2026Q1: 19,061 shares 19,061 $1.45M 0.09% +677 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,735 shares; 2025Q1: 10,432 shares; 2025Q2: 10,315 shares; 2025Q3: 10,945 shares; 2025Q4: 11,144 shares; 2026Q1: 11,044 shares 11,044 $1.41M 0.09% -100 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 12,069 shares; 2025Q1: 11,721 shares; 2025Q2: 11,736 shares; 2025Q3: 11,794 shares; 2025Q4: 11,811 shares; 2026Q1: 11,826 shares 11,826 $1.4M 0.09% +15 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,191 shares; 2024Q4: 77,204 shares; 2025Q1: 73,181 shares; 2025Q2: 70,627 shares; 2025Q3: 73,010 shares; 2025Q4: 77,930 shares; 2026Q1: 78,263 shares 78,263 $1.39M 0.09% +333 Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,812 shares; 2024Q4: 44,313 shares; 2025Q1: 46,424 shares; 2025Q2: 46,724 shares; 2025Q3: 43,325 shares; 2025Q4: 40,367 shares; 2026Q1: 66,567 shares 66,567 $1.38M 0.09% +26,200 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 7,910 shares; 2025Q1: 7,292 shares; 2025Q2: 7,155 shares; 2025Q3: 6,701 shares; 2025Q4: 6,388 shares; 2026Q1: 6,671 shares 6,671 $1.38M 0.09% +283 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,265 shares; 2025Q1: 4,522 shares; 2025Q2: 5,434 shares; 2025Q3: 4,479 shares; 2025Q4: 4,495 shares; 2026Q1: 4,348 shares 4,348 $1.3M 0.08% -147 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,608 shares; 2025Q1: 5,616 shares; 2025Q2: 5,627 shares; 2025Q3: 5,634 shares; 2025Q4: 5,641 shares; 2026Q1: 5,629 shares 5,629 $1.29M 0.08% -12 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 19,099 shares; 2025Q1: 19,298 shares; 2025Q2: 20,189 shares; 2025Q3: 20,234 shares; 2025Q4: 24,297 shares; 2026Q1: 24,830 shares 24,830 $1.24M 0.08% +533 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,182 shares; 2025Q3: 1,184 shares; 2025Q4: 11,820 shares; 2026Q1: 12,140 shares 12,140 $1.17M 0.07% +320 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $1.16M 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,105 shares; 2025Q1: 3,484 shares; 2025Q2: 3,489 shares; 2025Q3: 3,493 shares; 2025Q4: 6,337 shares; 2026Q1: 8,509 shares 8,509 $1.13M 0.07% +2,172 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,773 shares; 2025Q1: 8,682 shares; 2025Q2: 8,768 shares; 2025Q3: 8,435 shares; 2025Q4: 8,489 shares; 2026Q1: 8,517 shares 8,517 $1.13M 0.07% +28 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 34,867 shares; 2025Q1: 35,200 shares; 2025Q2: 35,796 shares; 2025Q3: 36,350 shares; 2025Q4: 36,098 shares; 2026Q1: 36,200 shares 36,200 $1.11M 0.07% +102 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,947 shares; 2024Q4: 16,861 shares; 2025Q1: 16,826 shares; 2025Q2: 16,824 shares; 2025Q3: 16,968 shares; 2025Q4: 17,023 shares; 2026Q1: 16,966 shares 16,966 $1.09M 0.07% -57 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 4,825 shares; 2025Q1: 4,857 shares; 2025Q2: 4,882 shares; 2025Q3: 4,879 shares; 2025Q4: 6,132 shares; 2026Q1: 5,956 shares 5,956 $1.09M 0.07% -176 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 5,015 shares; 2025Q1: 5,036 shares; 2025Q2: 5,055 shares; 2025Q3: 5,072 shares; 2025Q4: 5,087 shares; 2026Q1: 5,099 shares 5,099 $1.08M 0.07% +12 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 10,932 shares; 2025Q1: 10,980 shares; 2025Q2: 11,131 shares; 2025Q3: 11,124 shares; 2025Q4: 11,229 shares; 2026Q1: 11,174 shares 11,174 $1.05M 0.07% -55 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,952 shares; 2024Q4: 17,844 shares; 2025Q1: 17,488 shares; 2025Q2: 18,151 shares; 2025Q3: 18,277 shares; 2025Q4: 19,778 shares; 2026Q1: 19,964 shares 19,964 $1.04M 0.06% +186 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,959 shares; 2025Q1: 2,831 shares; 2025Q2: 2,747 shares; 2025Q3: 3,034 shares; 2025Q4: 3,094 shares; 2026Q1: 3,235 shares 3,235 $1.02M 0.06% +141 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,722 shares; 2025Q1: 1,715 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,681 shares; 2026Q1: 1,801 shares 1,801 $1.01M 0.06% +120 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,395 shares; 2025Q1: 7,662 shares; 2025Q2: 7,592 shares; 2025Q3: 7,638 shares; 2025Q4: 15,296 shares; 2026Q1: 16,413 shares 16,413 $1.01M 0.06% +1,117 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,607 shares; 2024Q4: 32,872 shares; 2025Q1: 32,945 shares; 2025Q2: 33,726 shares; 2025Q3: 33,807 shares; 2025Q4: 33,827 shares; 2026Q1: 34,273 shares 34,273 $994K 0.06% +446 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,692 shares; 2025Q1: 3,564 shares; 2025Q2: 5,220 shares; 2025Q3: 6,024 shares; 2025Q4: 6,099 shares; 2026Q1: 6,529 shares 6,529 $961K 0.06% +430 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 15,378 shares; 2025Q1: 15,439 shares; 2025Q2: 15,236 shares; 2025Q3: 15,300 shares; 2025Q4: 16,112 shares; 2026Q1: 19,214 shares 19,214 $945K 0.06% +3,102 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,813 shares; 2025Q1: 2,823 shares; 2025Q2: 2,823 shares; 2025Q3: 2,831 shares; 2025Q4: 2,851 shares; 2026Q1: 3,237 shares 3,237 $930K 0.06% +386 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 19,526 shares; 2025Q1: 19,790 shares; 2025Q2: 18,815 shares; 2025Q3: 18,654 shares; 2025Q4: 19,102 shares; 2026Q1: 18,208 shares 18,208 $928K 0.06% -894 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 19,965 shares; 2025Q1: 20,415 shares; 2025Q2: 19,338 shares; 2025Q3: 18,241 shares; 2025Q4: 18,198 shares; 2026Q1: 18,421 shares 18,421 $925K 0.06% +223 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,677 shares; 2024Q4: 23,245 shares; 2025Q1: 23,260 shares; 2025Q2: 28,361 shares; 2025Q3: 32,934 shares; 2025Q4: 31,445 shares; 2026Q1: 31,585 shares 31,585 $918K 0.06% +140 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 803 shares; 2025Q1: 808 shares; 2025Q2: 817 shares; 2025Q3: 816 shares; 2025Q4: 827 shares; 2026Q1: 938 shares 938 $902K 0.06% +111 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 12,467 shares; 2025Q1: 13,182 shares; 2025Q2: 13,849 shares; 2025Q3: 14,472 shares; 2025Q4: 15,372 shares; 2026Q1: 3,949 shares 3,949 $892K 0.06% -11,423 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 5,907 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 4,865 shares; 2026Q1: 4,864 shares 4,864 $882K 0.05% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,180 shares; 2025Q1: 2,247 shares; 2025Q2: 2,242 shares; 2025Q3: 2,170 shares; 2025Q4: 3,055 shares; 2026Q1: 3,082 shares 3,082 $875K 0.05% +27 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 19,348 shares; 2025Q1: 20,748 shares; 2025Q2: 20,774 shares; 2025Q3: 19,588 shares; 2025Q4: 19,685 shares; 2026Q1: 19,415 shares 19,415 $857K 0.05% -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; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 2,989 shares; 2025Q1: 9,958 shares; 2025Q2: 10,307 shares; 2025Q3: 10,165 shares; 2025Q4: 7,509 shares; 2026Q1: 7,604 shares 7,604 $845K 0.05% +95 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,224 shares; 2025Q1: 6,263 shares; 2025Q2: 6,413 shares; 2025Q3: 5,735 shares; 2025Q4: 5,767 shares; 2026Q1: 10,235 shares 10,235 $838K 0.05% +4,468 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,111 shares; 2026Q1: 8,294 shares 8,294 $835K 0.05% -817 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 20,948 shares; 2025Q1: 22,420 shares; 2025Q2: 5,792 shares; 2025Q3: 5,791 shares; 2025Q4: 7,092 shares; 2026Q1: 5,319 shares 5,319 $826K 0.05% -1,773 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,883 shares; 2024Q4: 39,244 shares; 2025Q1: 40,400 shares; 2025Q2: 39,836 shares; 2025Q3: 42,561 shares; 2025Q4: 47,874 shares; 2026Q1: 47,376 shares 47,376 $820K 0.05% -498 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,769 shares; 2024Q4: 10,831 shares; 2025Q1: 10,891 shares; 2025Q2: 10,948 shares; 2025Q3: 11,019 shares; 2025Q4: 11,085 shares; 2026Q1: 11,155 shares 11,155 $815K 0.05% +70 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,186 shares; 2025Q1: 2,192 shares; 2025Q2: 2,199 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares 2,206 $803K 0.05% 0 Timeline WATSCO INC WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares 2,163 $779K 0.05% 0 CTEV CLARITEV CORPORATION More: the full row for CLARITEV CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 12,500 shares; 2025Q1: 17,752 shares; 2025Q2: 21,525 shares; 2025Q3: 25,807 shares; 2025Q4: 31,097 shares; 2026Q1: 46,477 shares 46,477 $759K 0.05% +15,380 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,171 shares; 2025Q3: 17,050 shares; 2025Q4: 17,164 shares; 2026Q1: 16,971 shares 16,971 $757K 0.05% -193 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,277 shares; 2024Q4: 34,136 shares; 2025Q1: 31,091 shares; 2025Q2: 31,585 shares; 2025Q3: 24,716 shares; 2025Q4: 24,805 shares; 2026Q1: 24,945 shares 24,945 $756K 0.05% +140 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 643 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $753K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,217 shares; 2025Q2: 1,218 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,215 shares 1,215 $749K 0.05% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 7,441 shares; 2025Q1: 7,132 shares; 2025Q2: 7,234 shares; 2025Q3: 7,163 shares; 2025Q4: 12,096 shares; 2026Q1: 12,355 shares 12,355 $749K 0.05% +259 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 8,849 shares; 2025Q1: 8,873 shares; 2025Q2: 8,961 shares; 2025Q3: 9,019 shares; 2025Q4: 9,083 shares; 2026Q1: 9,303 shares 9,303 $741K 0.05% +220 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 9,113 shares; 2025Q1: 9,468 shares; 2025Q2: 9,543 shares; 2025Q3: 9,624 shares; 2025Q4: 9,698 shares; 2026Q1: 10,111 shares 10,111 $736K 0.05% +413 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,307 shares; 2025Q1: 7,277 shares; 2025Q2: 7,037 shares; 2025Q3: 7,048 shares; 2025Q4: 6,946 shares; 2026Q1: 6,925 shares 6,925 $734K 0.05% -21 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,661 shares; 2024Q4: 33,067 shares; 2025Q1: 33,733 shares; 2025Q2: 33,651 shares; 2025Q3: 34,376 shares; 2025Q4: 37,044 shares; 2026Q1: 37,499 shares 37,499 $724K 0.05% +455 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 7,725 shares; 2025Q3: 7,731 shares; 2025Q4: 8,692 shares; 2026Q1: 7,725 shares 7,725 $713K 0.04% -967 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,894 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $696K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 984 shares; 2025Q1: 880 shares; 2025Q2: 922 shares; 2025Q3: 923 shares; 2025Q4: 926 shares; 2026Q1: 954 shares 954 $666K 0.04% +28 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,351 shares; 2025Q1: 3,380 shares; 2025Q2: 3,371 shares; 2025Q3: 3,414 shares; 2025Q4: 3,522 shares; 2026Q1: 3,342 shares 3,342 $656K 0.04% -180 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 7,875 shares; 2025Q1: 33,616 shares; 2025Q2: 33,616 shares; 2025Q3: 37,461 shares; 2025Q4: 32,279 shares; 2026Q1: 33,917 shares 33,917 $650K 0.04% +1,638 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 6,726 shares; 2025Q1: 6,759 shares; 2025Q2: 6,686 shares; 2025Q3: 6,807 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares 6,848 $637K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,254 shares; 2025Q1: 2,448 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,460 shares; 2026Q1: 2,425 shares 2,425 $635K 0.04% -35 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 4,760 shares; 2025Q1: 4,372 shares; 2025Q2: 4,380 shares; 2025Q3: 4,356 shares; 2025Q4: 4,363 shares; 2026Q1: 4,368 shares 4,368 $632K 0.04% +5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 12,371 shares; 2025Q1: 12,981 shares; 2025Q2: 13,370 shares; 2025Q3: 16,881 shares; 2025Q4: 20,248 shares; 2026Q1: 16,234 shares 16,234 $624K 0.04% -4,014 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,581 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,588 shares; 2025Q4: 1,485 shares; 2026Q1: 1,424 shares 1,424 $622K 0.04% -61 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,617 shares; 2025Q1: 2,648 shares; 2025Q2: 2,651 shares; 2025Q3: 2,457 shares; 2025Q4: 2,453 shares; 2026Q1: 3,312 shares 3,312 $618K 0.04% +859 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,667 shares; 2025Q1: 2,687 shares; 2025Q2: 2,544 shares; 2025Q3: 2,549 shares; 2025Q4: 3,704 shares; 2026Q1: 3,823 shares 3,823 $611K 0.04% +119 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,262 shares; 2024Q4: 6,582 shares; 2025Q1: 6,575 shares; 2025Q2: 6,241 shares; 2025Q3: 6,299 shares; 2025Q4: 6,570 shares; 2026Q1: 6,268 shares 6,268 $604K 0.04% -302 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 3,586 shares; 2025Q1: 3,873 shares; 2025Q2: 3,720 shares; 2025Q3: 4,325 shares; 2025Q4: 5,718 shares; 2026Q1: 6,766 shares 6,766 $600K 0.04% +1,048 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,422 shares; 2025Q1: 1,420 shares; 2025Q2: 1,421 shares; 2025Q3: 1,419 shares; 2025Q4: 1,427 shares; 2026Q1: 1,606 shares 1,606 $573K 0.04% +179 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 5,482 shares; 2025Q1: 5,314 shares; 2025Q2: 5,360 shares; 2025Q3: 5,416 shares; 2025Q4: 5,734 shares; 2026Q1: 6,001 shares 6,001 $570K 0.04% +267 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 1,027 shares; 2025Q1: 1,020 shares; 2025Q2: 1,148 shares; 2025Q3: 1,167 shares; 2025Q4: 1,333 shares; 2026Q1: 1,137 shares 1,137 $568K 0.04% -196 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 7,322 shares; 2025Q1: 7,374 shares; 2025Q2: 5,141 shares; 2025Q3: 5,102 shares; 2025Q4: 4,968 shares; 2026Q1: 4,965 shares 4,965 $560K 0.03% -3 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,044 shares; 2025Q1: 4,056 shares; 2025Q2: 4,069 shares; 2025Q3: 4,009 shares; 2025Q4: 4,011 shares; 2026Q1: 3,823 shares 3,823 $558K 0.03% -188 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,328 shares; 2025Q1: 15,401 shares; 2025Q2: 14,973 shares; 2025Q3: 14,516 shares; 2025Q4: 14,559 shares; 2026Q1: 14,499 shares 14,499 $549K 0.03% -60 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,107 shares; 2024Q4: 18,322 shares; 2025Q1: 19,843 shares; 2025Q2: 25,133 shares; 2025Q3: 25,027 shares; 2025Q4: 25,055 shares; 2026Q1: 23,624 shares 23,624 $549K 0.03% -1,431 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 5,961 shares; 2025Q1: 5,679 shares; 2025Q2: 5,712 shares; 2025Q3: 5,714 shares; 2025Q4: 5,934 shares; 2026Q1: 6,057 shares 6,057 $548K 0.03% +123 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,021 shares; 2025Q1: 4,045 shares; 2025Q2: 4,065 shares; 2025Q3: 4,068 shares; 2025Q4: 4,075 shares; 2026Q1: 4,137 shares 4,137 $542K 0.03% +62 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 5,296 shares; 2025Q1: 5,328 shares; 2025Q2: 5,217 shares; 2025Q3: 5,239 shares; 2025Q4: 5,245 shares; 2026Q1: 5,276 shares 5,276 $542K 0.03% +31 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 6,920 shares; 2025Q1: 6,720 shares; 2025Q2: 6,720 shares; 2025Q3: 6,335 shares; 2025Q4: 5,923 shares; 2026Q1: 5,663 shares 5,663 $530K 0.03% -260 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 3,125 shares; 2026Q1: 2,400 shares 2,400 $525K 0.03% -725 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,370 shares; 2025Q1: 5,307 shares; 2025Q2: 5,390 shares; 2025Q3: 5,372 shares; 2025Q4: 6,458 shares; 2026Q1: 5,274 shares 5,274 $524K 0.03% -1,184 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 6,553 shares; 2025Q1: 6,313 shares; 2025Q2: 5,433 shares; 2025Q3: 4,388 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares 4,358 $517K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 609 shares; 2025Q1: 639 shares; 2025Q2: 653 shares; 2025Q3: 601 shares; 2025Q4: 594 shares; 2026Q1: 611 shares 611 $517K 0.03% +17 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,395 shares; 2025Q1: 5,428 shares; 2025Q2: 5,432 shares; 2025Q3: 5,456 shares; 2025Q4: 5,483 shares; 2026Q1: 6,028 shares 6,028 $514K 0.03% +545 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,162 shares; 2025Q1: 2,055 shares; 2025Q2: 1,959 shares; 2025Q3: 1,813 shares; 2025Q4: 1,819 shares; 2026Q1: 1,822 shares 1,822 $496K 0.03% +3 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,262 shares; 2025Q1: 5,271 shares; 2025Q2: 5,328 shares; 2025Q3: 5,328 shares; 2025Q4: 5,401 shares; 2026Q1: 5,401 shares 5,401 $493K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 535 shares; 2026Q1: 562 shares 562 $491K 0.03% +27 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,696 shares; 2025Q1: 6,731 shares; 2025Q2: 6,551 shares; 2025Q3: 6,572 shares; 2025Q4: 6,593 shares; 2026Q1: 6,768 shares 6,768 $490K 0.03% +175 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,351 shares; 2025Q4: 1,401 shares; 2026Q1: 1,412 shares 1,412 $477K 0.03% +11 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,796 shares; 2024Q4: 25,687 shares; 2025Q1: 15,476 shares; 2025Q2: 14,044 shares; 2025Q3: 14,371 shares; 2025Q4: 16,833 shares; 2026Q1: 16,967 shares 16,967 $476K 0.03% +134 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,842 shares; 2025Q1: 6,912 shares; 2025Q2: 6,985 shares; 2025Q3: 6,284 shares; 2025Q4: 6,338 shares; 2026Q1: 6,387 shares 6,387 $464K 0.03% +49 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: 2,782 shares; 2025Q4: 3,973 shares; 2026Q1: 4,069 shares 4,069 $461K 0.03% +96 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares 3,784 $461K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,501 shares; 2024Q4: 7,266 shares; 2025Q1: 7,266 shares; 2025Q2: 7,281 shares; 2025Q3: 7,275 shares; 2025Q4: 7,266 shares; 2026Q1: 7,277 shares 7,277 $457K 0.03% +11 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 7,085 shares; 2025Q1: 1,596 shares; 2025Q2: 1,707 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,932 shares 1,932 $456K 0.03% +218 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 5,384 shares; 2026Q1: 5,432 shares 5,432 $454K 0.03% +48 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,846 shares; 2025Q1: 7,851 shares; 2025Q2: 7,856 shares; 2025Q3: 7,861 shares; 2025Q4: 7,865 shares; 2026Q1: 7,876 shares 7,876 $449K 0.03% +11 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,596 shares; 2025Q1: 2,606 shares; 2025Q2: 2,616 shares; 2025Q3: 2,632 shares; 2025Q4: 2,646 shares; 2026Q1: 2,656 shares 2,656 $444K 0.03% +10 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 4,246 shares; 2025Q1: 4,212 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,289 shares; 2026Q1: 3,666 shares 3,666 $438K 0.03% -623 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,004 shares; 2025Q1: 1,006 shares; 2025Q2: 1,386 shares; 2025Q3: 1,389 shares; 2025Q4: 1,908 shares; 2026Q1: 2,494 shares 2,494 $433K 0.03% +586 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,584 shares; 2025Q1: 1,570 shares; 2025Q2: 1,574 shares; 2025Q3: 1,579 shares; 2025Q4: 1,621 shares; 2026Q1: 1,626 shares 1,626 $432K 0.03% +5 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,379 shares; 2025Q1: 1,381 shares; 2025Q2: 1,420 shares; 2025Q3: 1,422 shares; 2025Q4: 1,488 shares; 2026Q1: 1,485 shares 1,485 $426K 0.03% -3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,240 shares; 2025Q4: 2,601 shares; 2026Q1: 2,565 shares 2,565 $424K 0.03% -36 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 843 shares; 2025Q3: 841 shares; 2025Q4: 839 shares; 2026Q1: 849 shares 849 $417K 0.03% +10 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702,163 shares; 2024Q4: 3,663 shares; 2025Q1: 3,593 shares; 2025Q2: 4,131 shares; 2025Q3: 3,593 shares; 2025Q4: 3,548 shares; 2026Q1: 4,110 shares 4,110 $414K 0.03% +562 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 1,267 shares; 2025Q4: 1,265 shares; 2026Q1: 1,300 shares 1,300 $413K 0.03% +35 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 6,478 shares; 2025Q1: 5,372 shares; 2025Q2: 5,676 shares; 2025Q3: 5,845 shares; 2025Q4: 5,912 shares; 2026Q1: 5,260 shares 5,260 $412K 0.03% -652 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,724 shares; 2025Q1: 5,075 shares; 2025Q2: 5,095 shares; 2025Q3: 4,723 shares; 2025Q4: 3,835 shares; 2026Q1: 4,256 shares 4,256 $412K 0.03% +421 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 5,253 shares 5,253 $410K 0.03% +956 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,798 shares; 2026Q1: 1,982 shares 1,982 $403K 0.03% +184 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,572 shares; 2026Q1: 3,709 shares 3,709 $401K 0.03% +137 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 2,290 shares; 2025Q1: 2,300 shares; 2025Q2: 2,360 shares; 2025Q3: 2,340 shares; 2025Q4: 2,940 shares; 2026Q1: 2,483 shares 2,483 $398K 0.02% -457 Timeline EZET FRANKLIN ETHEREUM TR More: the full row for FRANKLIN ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,930 shares; 2025Q4: 34,680 shares; 2026Q1: 24,785 shares 24,785 $394K 0.02% -9,895 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,385 shares 4,385 $378K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,494 shares; 2025Q1: 2,514 shares; 2025Q2: 2,597 shares; 2025Q3: 2,599 shares; 2025Q4: 2,606 shares; 2026Q1: 4,045 shares 4,045 $373K 0.02% +1,439 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,126 shares; 2026Q1: 1,142 shares 1,142 $372K 0.02% +16 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,141 shares; 2025Q4: 1,140 shares; 2026Q1: 778 shares 778 $368K 0.02% -362 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: 1,065 shares; 2026Q1: 1,066 shares 1,066 $366K 0.02% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,553 shares; 2025Q1: 3,601 shares; 2025Q2: 3,637 shares; 2025Q3: 3,676 shares; 2025Q4: 4,203 shares; 2026Q1: 3,659 shares 3,659 $357K 0.02% -544 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,976 shares; 2025Q1: 1,983 shares; 2025Q2: 2,334 shares; 2025Q3: 1,745 shares; 2025Q4: 2,253 shares; 2026Q1: 2,259 shares 2,259 $357K 0.02% +6 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,483 shares; 2025Q1: 3,473 shares; 2025Q2: 3,455 shares; 2025Q3: 3,513 shares; 2025Q4: 3,500 shares; 2026Q1: 3,522 shares 3,522 $354K 0.02% +22 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,413 shares; 2025Q1: 1,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,684 shares; 2026Q1: 3,386 shares 3,386 $351K 0.02% +702 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 7,069 shares; 2025Q1: 6,250 shares; 2025Q2: 6,263 shares; 2025Q3: 6,288 shares; 2025Q4: 6,306 shares; 2026Q1: 6,457 shares 6,457 $349K 0.02% +151 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: 693 shares 693 $343K 0.02% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,968 shares; 2024Q4: 39,411 shares; 2025Q1: 39,454 shares; 2025Q2: 38,974 shares; 2025Q3: 39,021 shares; 2025Q4: 37,548 shares; 2026Q1: 29,415 shares 29,415 $339K 0.02% -8,133 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $338K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 4,508 shares; 2025Q2: 7,208 shares; 2025Q3: 7,216 shares; 2025Q4: 7,216 shares; 2026Q1: 7,223 shares 7,223 $337K 0.02% +7 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares 996 $336K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 4,981 shares; 2025Q1: 4,843 shares; 2025Q2: 4,884 shares; 2025Q3: 4,926 shares; 2025Q4: 5,052 shares; 2026Q1: 5,001 shares 5,001 $330K 0.02% -51 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 7,041 shares; 2025Q1: 7,057 shares; 2025Q2: 6,985 shares; 2025Q3: 6,906 shares; 2025Q4: 5,860 shares; 2026Q1: 6,109 shares 6,109 $323K 0.02% +249 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 1,998 shares; 2025Q1: 2,001 shares; 2025Q2: 2,041 shares; 2025Q3: not reported; 2025Q4: 2,726 shares; 2026Q1: 2,638 shares 2,638 $320K 0.02% -88 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,003 shares; 2026Q1: 9,531 shares 9,531 $320K 0.02% -1,472 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,008 shares; 2025Q1: 2,009 shares; 2025Q2: 2,011 shares; 2025Q3: 2,014 shares; 2025Q4: 1,975 shares; 2026Q1: 1,881 shares 1,881 $318K 0.02% -94 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 11,246 shares; 2025Q1: 12,292 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,781 shares 1,781 $307K 0.02% +341 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,184 shares; 2026Q1: 2,204 shares 2,204 $305K 0.02% +20 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,887 shares; 2025Q1: 2,891 shares; 2025Q2: 2,964 shares; 2025Q3: 2,970 shares; 2025Q4: 2,990 shares; 2026Q1: 2,995 shares 2,995 $305K 0.02% +5 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,723 shares; 2025Q4: 2,747 shares; 2026Q1: 2,465 shares 2,465 $303K 0.02% -282 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,861 shares; 2025Q4: 5,861 shares; 2026Q1: 5,898 shares 5,898 $300K 0.02% +37 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,176 shares 4,176 $299K 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 10,695 shares; 2025Q1: 10,035 shares; 2025Q2: 10,035 shares; 2025Q3: 9,575 shares; 2025Q4: 12,167 shares; 2026Q1: 13,817 shares 13,817 $299K 0.02% +1,650 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,067 shares; 2024Q4: 18,804 shares; 2025Q1: 17,086 shares; 2025Q2: 16,435 shares; 2025Q3: 16,455 shares; 2025Q4: 16,363 shares; 2026Q1: 16,425 shares 16,425 $296K 0.02% +62 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,072 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $295K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 6,940 shares; 2025Q1: 6,946 shares; 2025Q2: 6,960 shares; 2025Q3: 6,973 shares; 2025Q4: 6,986 shares; 2026Q1: 6,419 shares 6,419 $294K 0.02% -567 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,415 shares; 2026Q1: 16,628 shares 16,628 $292K 0.02% +213 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $291K 0.02% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,733 shares 2,733 $284K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,332 shares; 2025Q1: 2,492 shares; 2025Q2: 2,512 shares; 2025Q3: 1,996 shares; 2025Q4: 2,232 shares; 2026Q1: 2,195 shares 2,195 $283K 0.02% -37 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,747 shares 1,747 $283K 0.02% +1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,821 shares 3,821 $280K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,407 shares; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 7,271 shares; 2025Q4: 6,951 shares; 2026Q1: 6,807 shares 6,807 $279K 0.02% -144 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: 408 shares 408 $278K 0.02% +50 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,186 shares; 2025Q1: 2,186 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares 2,171 $278K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 1,016 shares; 2026Q1: 1,319 shares 1,319 $276K 0.02% +303 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,390 shares 1,390 $274K 0.02% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,084 shares; 2025Q1: 4,108 shares; 2025Q2: 4,131 shares; 2025Q3: 4,160 shares; 2025Q4: 4,186 shares; 2026Q1: 4,204 shares 4,204 $272K 0.02% +18 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 2,133 shares 2,133 $268K 0.02% +237 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 9,897 shares; 2025Q1: 9,569 shares; 2025Q2: 8,855 shares; 2025Q3: 8,888 shares; 2025Q4: 9,606 shares; 2026Q1: 9,522 shares 9,522 $265K 0.02% -84 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 10,199 shares; 2025Q1: 10,199 shares; 2025Q2: 10,199 shares; 2025Q3: 10,199 shares; 2025Q4: 10,199 shares; 2026Q1: 10,199 shares 10,199 $264K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,598 shares; 2025Q2: 2,603 shares; 2025Q3: 2,616 shares; 2025Q4: 2,614 shares; 2026Q1: 2,797 shares 2,797 $263K 0.02% +183 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares 881 $261K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $261K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,611 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 4,663 shares; 2026Q1: 4,749 shares 4,749 $257K 0.02% +86 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: not reported; 2026Q1: 1,840 shares 1,840 $256K 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 6,046 shares; 2025Q1: 6,065 shares; 2025Q2: 6,082 shares; 2025Q3: 6,100 shares; 2025Q4: 6,116 shares; 2026Q1: 5,304 shares 5,304 $252K 0.02% -812 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,818 shares; 2025Q1: 1,753 shares; 2025Q2: 1,735 shares; 2025Q3: 1,742 shares; 2025Q4: 1,771 shares; 2026Q1: 1,724 shares 1,724 $251K 0.02% -47 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 339 shares 339 $250K 0.02% +4 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,531 shares; 2025Q1: 2,340 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,283 shares; 2026Q1: 2,579 shares 2,579 $249K 0.02% +296 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,804 shares; 2025Q4: 1,810 shares; 2026Q1: 1,878 shares 1,878 $246K 0.02% +68 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares; 2026Q1: 3,598 shares 3,598 $245K 0.02% -3,533 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,534 shares 3,534 $244K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 741 shares 741 $244K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,163 shares; 2025Q1: 4,110 shares; 2025Q2: 4,117 shares; 2025Q3: 4,125 shares; 2025Q4: 4,330 shares; 2026Q1: 4,218 shares 4,218 $243K 0.02% -112 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $242K 0.02% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares 1,211 $242K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 5,002 shares; 2025Q2: 38,158 shares; 2025Q3: 38,221 shares; 2025Q4: 42,889 shares; 2026Q1: 7,563 shares 7,563 $242K 0.02% -35,326 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 218 shares 218 $238K 0.01% -3 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 667 shares; 2025Q4: 665 shares; 2026Q1: 785 shares 785 $237K 0.01% +120 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $232K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares 866 $231K 0.01% new Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,325 shares 10,325 $231K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,120 shares; 2024Q4: 15,820 shares; 2025Q1: 14,820 shares; 2025Q2: 14,820 shares; 2025Q3: 14,365 shares; 2025Q4: 14,365 shares; 2026Q1: 14,365 shares 14,365 $228K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 532 shares 532 $226K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares; 2026Q1: 7,200 shares 7,200 $217K 0.01% +100 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares; 2026Q1: 3,141 shares 3,141 $216K 0.01% -200 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $215K 0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,306 shares; 2024Q4: 26,973 shares; 2025Q1: 20,195 shares; 2025Q2: 20,195 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares; 2026Q1: 18,795 shares 18,795 $212K 0.01% -1,400 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,479 shares; 2025Q3: 9,479 shares; 2025Q4: 10,771 shares; 2026Q1: 10,771 shares 10,771 $211K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 996 shares; 2025Q1: 991 shares; 2025Q2: 1,019 shares; 2025Q3: 1,022 shares; 2025Q4: 1,348 shares; 2026Q1: 994 shares 994 $209K 0.01% -354 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares 2,345 $207K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares 3,506 $206K 0.01% new Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,305 shares; 2025Q1: 4,330 shares; 2025Q2: 4,369 shares; 2025Q3: 4,408 shares; 2025Q4: 4,461 shares; 2026Q1: 4,488 shares 4,488 $206K 0.01% +27 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,683 shares 3,683 $203K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares 279 $203K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,995 shares; 2024Q4: 12,277 shares; 2025Q1: 12,235 shares; 2025Q2: 11,807 shares; 2025Q3: 11,816 shares; 2025Q4: 3,568 shares; 2026Q1: 2,328 shares 2,328 $202K 0.01% -1,240 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $201K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,179 shares; 2025Q1: 1,182 shares; 2025Q2: 1,184 shares; 2025Q3: 1,186 shares; 2025Q4: 987 shares; 2026Q1: 802 shares 802 $192K 0.01% -185 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,046 shares; 2025Q1: 1,051 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $192K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 293 shares; 2025Q1: 295 shares; 2025Q2: 297 shares; 2025Q3: 162 shares; 2025Q4: 163 shares; 2026Q1: 958 shares 958 $190K 0.01% +795 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 726 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 797 shares 797 $174K 0.01% +67 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,446 shares; 2025Q1: 2,450 shares; 2025Q2: 2,524 shares; 2025Q3: 1,576 shares; 2025Q4: 1,593 shares; 2026Q1: 1,711 shares 1,711 $168K 0.01% +118 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,610 shares; 2026Q1: 14,587 shares 14,587 $160K 0.01% +2,977 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,425 shares; 2025Q1: 2,225 shares; 2025Q2: 2,244 shares; 2025Q3: 2,414 shares; 2025Q4: 2,601 shares; 2026Q1: 2,743 shares 2,743 $156K 0.01% +142 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares 2,010 $153K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 2,358 shares; 2025Q1: 1,931 shares; 2025Q2: 2,276 shares; 2025Q3: 1,833 shares; 2025Q4: 1,873 shares; 2026Q1: 1,868 shares 1,868 $147K 0.01% -5 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,380 shares; 2024Q4: 60,380 shares; 2025Q1: 60,380 shares; 2025Q2: 60,380 shares; 2025Q3: 60,380 shares; 2025Q4: 60,530 shares; 2026Q1: 60,380 shares 60,380 $136K 0.01% -150 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,104 shares; 2025Q1: 1,675 shares; 2025Q2: 1,541 shares; 2025Q3: 1,595 shares; 2025Q4: 1,721 shares; 2026Q1: 2,389 shares 2,389 $126K 0.01% +668 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,113 shares; 2025Q1: 2,151 shares; 2025Q2: 2,191 shares; 2025Q3: 2,232 shares; 2025Q4: 2,277 shares; 2026Q1: 2,321 shares 2,321 $125K 0.01% +44 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 470 shares; 2025Q3: 380 shares; 2025Q4: 420 shares; 2026Q1: 375 shares 375 $123K 0.01% -45 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,146 shares; 2024Q4: 17,705 shares; 2025Q1: 17,705 shares; 2025Q2: 17,732 shares; 2025Q3: 17,732 shares; 2025Q4: 17,733 shares; 2026Q1: 17,705 shares 17,705 $123K 0.01% -28 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 3,321 shares; 2025Q1: 3,322 shares; 2025Q2: 3,324 shares; 2025Q3: 3,327 shares; 2025Q4: 3,280 shares; 2026Q1: 2,530 shares 2,530 $123K 0.01% -750 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,013 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,022 shares; 2025Q4: 2,027 shares; 2026Q1: 2,028 shares 2,028 $123K 0.01% +1 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $114K 0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,693 shares; 2025Q1: 5,756 shares; 2025Q2: 5,824 shares; 2025Q3: 5,893 shares; 2025Q4: 5,959 shares; 2026Q1: 6,024 shares 6,024 $112K 0.01% +65 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,186 shares; 2025Q1: 5,243 shares; 2025Q2: 5,303 shares; 2025Q3: 5,364 shares; 2025Q4: 5,423 shares; 2026Q1: 5,482 shares 5,482 $112K 0.01% +59 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $111K 0.01% 0 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,635 shares; 2025Q1: 2,651 shares; 2025Q2: 2,672 shares; 2025Q3: 2,689 shares; 2025Q4: 2,710 shares; 2026Q1: 2,719 shares 2,719 $105K 0.01% +9 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 930 shares 930 $103K 0.01% +874 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $103K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $101K 0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $94.8K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,568 shares; 2025Q1: 3,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 545 shares 545 $88.1K 0.01% -475 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 643 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $87.5K 0.01% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares 1,154 $87.3K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 383 shares; 2025Q1: 255 shares; 2025Q2: 286 shares; 2025Q3: 451 shares; 2025Q4: 450 shares; 2026Q1: 442 shares 442 $84.7K 0.01% -8 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 562 shares; 2025Q1: 565 shares; 2025Q2: 561 shares; 2025Q3: 564 shares; 2025Q4: 567 shares; 2026Q1: 584 shares 584 $83K 0.01% +17 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 326 shares 326 $82.7K 0.01% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,231 shares; 2025Q1: 1,019 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,208 shares; 2026Q1: 1,149 shares 1,149 $80.6K 0.01% -59 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 510 shares 510 $79.1K <0.01% +241 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,567 shares; 2025Q1: 1,576 shares; 2025Q2: 1,591 shares; 2025Q3: 1,605 shares; 2025Q4: 1,623 shares; 2026Q1: 1,633 shares 1,633 $76.7K <0.01% +10 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 796 shares; 2025Q1: 775 shares; 2025Q2: 1,389 shares; 2025Q3: 780 shares; 2025Q4: 783 shares; 2026Q1: 839 shares 839 $72.7K <0.01% +56 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $68.7K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $68K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 542 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 564 shares; 2026Q1: 551 shares 551 $66.8K <0.01% -13 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 834 shares; 2025Q1: 943 shares; 2025Q2: 3,165 shares; 2025Q3: 3,193 shares; 2025Q4: 3,240 shares; 2026Q1: 2,892 shares 2,892 $66.3K <0.01% -348 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 807 shares; 2026Q1: 762 shares 762 $66K <0.01% -45 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 585 shares 585 $64K <0.01% +450 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,620 shares; 2025Q1: 1,590 shares; 2025Q2: 1,578 shares; 2025Q3: 1,354 shares; 2025Q4: 1,373 shares; 2026Q1: 1,370 shares 1,370 $62.7K <0.01% -3 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,499 shares; 2024Q4: 97,499 shares; 2025Q1: 97,499 shares; 2025Q2: 97,499 shares; 2025Q3: 97,499 shares; 2025Q4: 97,499 shares; 2026Q1: 97,583 shares 97,583 $61.4K <0.01% +84 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 239 shares; 2025Q1: 240 shares; 2025Q2: 794 shares; 2025Q3: 796 shares; 2025Q4: 798 shares; 2026Q1: 800 shares 800 $59.4K <0.01% +2 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,767 shares; 2025Q1: 5,825 shares; 2025Q2: 1,375 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $59K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 12,736 shares; 2025Q1: 12,737 shares; 2025Q2: 12,736 shares; 2025Q3: 12,776 shares; 2025Q4: 12,736 shares; 2026Q1: 12,736 shares 12,736 $54.6K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,129 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122 $54.3K <0.01% 0 Timeline MDXH MDXHEALTH SA More: the full row for MDXHEALTH SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,325 shares; 2024Q4: 24,425 shares; 2025Q1: 22,625 shares; 2025Q2: 22,625 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares; 2026Q1: 22,625 shares 22,625 $52K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 314 shares; 2025Q3: 294 shares; 2025Q4: 318 shares; 2026Q1: 354 shares 354 $51.9K <0.01% +36 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 839 shares; 2025Q4: 2,738 shares; 2026Q1: 2,525 shares 2,525 $51.8K <0.01% -213 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 637 shares; 2025Q1: 568 shares; 2025Q2: 579 shares; 2025Q3: 569 shares; 2025Q4: 549 shares; 2026Q1: 530 shares 530 $50.7K <0.01% -19 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 712 shares; 2025Q3: 721 shares; 2025Q4: 727 shares; 2026Q1: 731 shares 731 $50.3K <0.01% +4 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 1,662 shares; 2025Q1: 1,509 shares; 2025Q2: 1,512 shares; 2025Q3: 1,516 shares; 2025Q4: 1,522 shares; 2026Q1: 1,524 shares 1,524 $49.4K <0.01% +2 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,252 shares; 2025Q1: 2,273 shares; 2025Q2: 2,306 shares; 2025Q3: 2,340 shares; 2025Q4: 182 shares; 2026Q1: 604 shares 604 $48K <0.01% +422 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,061 shares 1,061 $48K <0.01% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 581 shares; 2025Q1: 582 shares; 2025Q2: 583 shares; 2025Q3: 584 shares; 2025Q4: 585 shares; 2026Q1: 586 shares 586 $47.8K <0.01% +1 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $46.5K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,880 shares; 2025Q1: 1,030 shares; 2025Q2: 1,041 shares; 2025Q3: 1,052 shares; 2025Q4: 994 shares; 2026Q1: 942 shares 942 $43.5K <0.01% -52 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $42K <0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 351 shares 351 $41.5K <0.01% +1 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $41.5K <0.01% new Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,058 shares; 2025Q1: 1,062 shares; 2025Q2: 1,069 shares; 2025Q3: 1,072 shares; 2025Q4: 1,076 shares; 2026Q1: 1,077 shares 1,077 $41.1K <0.01% +1 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 894 shares; 2026Q1: 895 shares 895 $40.6K <0.01% +1 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 706 shares; 2026Q1: 525 shares 525 $40.2K <0.01% -181 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 95 shares 95 $38.7K <0.01% +91 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372 shares; 2025Q3: 374 shares; 2025Q4: 751 shares; 2026Q1: 755 shares 755 $37.7K <0.01% +4 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 166 shares 166 $37.3K <0.01% +13 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 578 shares; 2025Q3: 579 shares; 2025Q4: 580 shares; 2026Q1: 581 shares 581 $37.2K <0.01% +1 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 583 shares; 2026Q1: 583 shares 583 $36.5K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $35.7K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 931 shares 931 $35.6K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 1,041 shares 1,041 $35.1K <0.01% +876 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $34.6K <0.01% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 720 shares; 2025Q1: 724 shares; 2025Q2: 735 shares; 2025Q3: 742 shares; 2025Q4: 754 shares; 2026Q1: 757 shares 757 $34.5K <0.01% +3 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 2,845 shares; 2025Q1: 2,864 shares; 2025Q2: 2,551 shares; 2025Q3: 39 shares; 2025Q4: 454 shares; 2026Q1: 442 shares 442 $32.5K <0.01% -12 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 484 shares; 2025Q1: 448 shares; 2025Q2: 330 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 354 shares 354 $32.5K <0.01% +35 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 392 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 1,226 shares; 2025Q4: 406 shares; 2026Q1: 417 shares 417 $32.2K <0.01% +11 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $31.1K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $31.1K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 814 shares; 2025Q1: 616 shares; 2025Q2: 617 shares; 2025Q3: 619 shares; 2025Q4: 219 shares; 2026Q1: 220 shares 220 $29K <0.01% +1 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $28.9K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,050 shares; 2025Q1: 1,000 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $28.8K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $28.7K <0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $26.3K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 615 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 127 shares 127 $26.1K <0.01% +1 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 232 shares; 2025Q1: 234 shares; 2025Q2: 235 shares; 2025Q3: 237 shares; 2025Q4: 238 shares; 2026Q1: 240 shares 240 $25.8K <0.01% +2 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $25K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $24.7K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 668 shares; 2025Q1: 605 shares; 2025Q2: 575 shares; 2025Q3: 572 shares; 2025Q4: 541 shares; 2026Q1: 508 shares 508 $23.1K <0.01% -33 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 688 shares 688 $22.9K <0.01% +3 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 975 shares; 2025Q1: 983 shares; 2025Q2: 996 shares; 2025Q3: 1,004 shares; 2025Q4: 1,009 shares; 2026Q1: 1,018 shares 1,018 $22.7K <0.01% +9 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares 299 $21.4K <0.01% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $21.1K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 232 shares; 2025Q4: 350 shares; 2026Q1: 306 shares 306 $20.9K <0.01% -44 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $19.2K <0.01% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $18.5K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,739 shares 12,739 $18.5K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 93 shares; 2026Q1: 181 shares 181 $18.2K <0.01% +88 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 374 shares 374 $17.2K <0.01% -48 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,118 shares; 2025Q1: 1,720 shares; 2025Q2: 1,735 shares; 2025Q3: 1,750 shares; 2025Q4: 1,552 shares; 2026Q1: 763 shares 763 $17.1K <0.01% -789 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $15.6K <0.01% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 487 shares; 2025Q1: 606 shares; 2025Q2: 613 shares; 2025Q3: 619 shares; 2025Q4: 638 shares; 2026Q1: 669 shares 669 $15.5K <0.01% +31 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $15K <0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $14.9K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $14.8K <0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares 239 $14.7K <0.01% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 292 shares; 2025Q3: 377 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $14.6K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 250 shares 250 $12.8K <0.01% +51 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $11.6K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 192 shares 192 $11.4K <0.01% +1 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $11K <0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $10.7K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $10.6K <0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 369 shares; 2025Q1: 373 shares; 2025Q2: 676 shares; 2025Q3: 635 shares; 2025Q4: 753 shares; 2026Q1: 395 shares 395 $10.6K <0.01% -358 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $10.2K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $9.77K <0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $9.41K <0.01% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 130 shares 130 $9.35K <0.01% +1 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $9.28K <0.01% 0 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 420 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $9.07K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $9.05K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 103 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 81 shares; 2026Q1: 105 shares 105 $8.87K <0.01% +24 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $8.77K <0.01% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $8.63K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $7.82K <0.01% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 242 shares; 2025Q1: 244 shares; 2025Q2: 247 shares; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 257 shares 257 $7.46K <0.01% +2 Timeline ABND AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 163 shares 163 $7.13K <0.01% -37 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 279 shares; 2026Q1: 177 shares 177 $6.99K <0.01% -102 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 691 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $6.87K <0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.7K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 106 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $6.66K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $6.56K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 55 shares; 2026Q1: 56 shares 56 $6.07K <0.01% +1 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $5.84K <0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $5.74K <0.01% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $5.66K <0.01% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares; 2026Q1: 122 shares 122 $5.51K <0.01% -30 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 118 shares 118 $5.49K <0.01% -32 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 61 shares 61 $5.37K <0.01% +60 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149 shares; 2026Q1: 148 shares 148 $5.02K <0.01% -1 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 45 shares 45 $4.98K <0.01% +38 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 34 shares 34 $4.93K <0.01% -11 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 93 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $4.86K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 183 shares; 2026Q1: 147 shares 147 $4.42K <0.01% -36 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 75 shares; 2026Q1: 40 shares 40 $4.14K <0.01% -35 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 128 shares 128 $4.12K <0.01% +1 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 53 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 47 shares 47 $3.58K <0.01% +1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 65 shares 65 $3.44K <0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.32K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $3.31K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 5,510 shares; 2025Q1: 4,650 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 36 shares 36 $2.82K <0.01% -7 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 37 shares 37 $2.81K <0.01% -8 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.52K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.4K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $1.76K <0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,795 shares; 2025Q1: 1,808 shares; 2025Q2: 1,828 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 46 shares 46 $1.55K <0.01% -1,204 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.49K <0.01% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.37K <0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $1.08K <0.01% new Timeline