SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,685,992 shares; 2024Q4: 78,214,398 shares; 2025Q1: 78,809,775 shares; 2025Q2: 81,086,542 shares; 2025Q3: 81,729,362 shares; 2025Q4: 81,809,191 shares; 2026Q1: 81,414,415 shares 81,414,415 $4.61B 9.35% -394,776 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: 176,177,610 shares; 2024Q4: 182,794,417 shares; 2025Q1: 183,658,709 shares; 2025Q2: 184,335,955 shares; 2025Q3: 186,003,082 shares; 2025Q4: 188,762,736 shares; 2026Q1: 188,312,251 shares 188,312,251 $4.22B 8.56% -450,485 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: 81,103,330 shares; 2024Q4: 172,381,339 shares; 2025Q1: 170,365,624 shares; 2025Q2: 159,968,464 shares; 2025Q3: 157,184,545 shares; 2025Q4: 156,955,279 shares; 2026Q1: 152,570,229 shares 152,570,229 $3.78B 7.67% -4,385,050 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,484,786 shares; 2024Q4: 56,858,114 shares; 2025Q1: 57,564,399 shares; 2025Q2: 57,546,907 shares; 2025Q3: 59,918,446 shares; 2025Q4: 63,169,967 shares; 2026Q1: 63,675,202 shares 63,675,202 $3.39B 6.88% +505,235 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,894,486 shares; 2024Q4: 66,743,946 shares; 2025Q1: 65,209,436 shares; 2025Q2: 59,746,614 shares; 2025Q3: 58,489,520 shares; 2025Q4: 57,217,193 shares; 2026Q1: 55,849,043 shares 55,849,043 $2.55B 5.18% -1,368,150 Timeline XT 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: 34,223,876 shares; 2024Q4: 34,675,164 shares; 2025Q1: 34,305,434 shares; 2025Q2: 34,614,440 shares; 2025Q3: 33,162,425 shares; 2025Q4: 32,752,270 shares; 2026Q1: 32,408,021 shares 32,408,021 $2.21B 4.48% -344,249 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: 25,929,301 shares; 2024Q4: 59,401,539 shares; 2025Q1: 58,765,352 shares; 2025Q2: 60,352,324 shares; 2025Q3: 58,809,142 shares; 2025Q4: 57,971,734 shares; 2026Q1: 56,835,618 shares 56,835,618 $1.76B 3.57% -1,136,116 Timeline KOMP 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: 34,225,694 shares; 2024Q4: 33,459,728 shares; 2025Q1: 33,251,698 shares; 2025Q2: 34,307,606 shares; 2025Q3: 31,787,145 shares; 2025Q4: 29,815,734 shares; 2026Q1: 29,594,305 shares 29,594,305 $1.73B 3.51% -221,429 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: 9,338,765 shares; 2024Q4: 9,013,079 shares; 2025Q1: 8,759,085 shares; 2025Q2: 8,758,071 shares; 2025Q3: 8,578,287 shares; 2025Q4: 8,417,954 shares; 2026Q1: 8,019,224 shares 8,019,224 $1.71B 3.48% -398,730 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: 20,617,265 shares; 2024Q4: 20,126,715 shares; 2025Q1: 19,696,376 shares; 2025Q2: 19,237,014 shares; 2025Q3: 17,992,952 shares; 2025Q4: 17,287,655 shares; 2026Q1: 17,402,089 shares 17,402,089 $1.7B 3.46% +114,434 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: 19,476,341 shares; 2024Q4: 55,360,772 shares; 2025Q1: 53,252,688 shares; 2025Q2: 52,594,431 shares; 2025Q3: 51,888,949 shares; 2025Q4: 50,764,107 shares; 2026Q1: 48,427,803 shares 48,427,803 $1.48B 3% -2,336,304 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,113,505 shares; 2024Q4: 46,711,404 shares; 2025Q1: 48,006,634 shares; 2025Q2: 49,616,991 shares; 2025Q3: 52,212,255 shares; 2025Q4: 54,239,978 shares; 2026Q1: 54,679,484 shares 54,679,484 $1.44B 2.92% +439,506 Timeline SCHK 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: 28,600,697 shares; 2024Q4: 47,716,110 shares; 2025Q1: 46,971,859 shares; 2025Q2: 46,607,159 shares; 2025Q3: 44,629,004 shares; 2025Q4: 43,678,983 shares; 2026Q1: 43,613,251 shares 43,613,251 $1.37B 2.77% -65,732 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: 22,850,609 shares; 2024Q4: 23,607,147 shares; 2025Q1: 24,231,894 shares; 2025Q2: 24,203,666 shares; 2025Q3: 24,089,166 shares; 2025Q4: 24,367,619 shares; 2026Q1: 24,347,658 shares 24,347,658 $1.32B 2.67% -19,961 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,917,932 shares; 2024Q4: 53,827,142 shares; 2025Q1: 54,164,614 shares; 2025Q2: 55,517,741 shares; 2025Q3: 57,075,509 shares; 2025Q4: 60,040,433 shares; 2026Q1: 59,885,676 shares 59,885,676 $1.29B 2.61% -154,757 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,980,431 shares; 2024Q4: 35,301,181 shares; 2025Q1: 35,763,240 shares; 2025Q2: 35,638,404 shares; 2025Q3: 41,083,396 shares; 2025Q4: 44,094,271 shares; 2026Q1: 44,660,515 shares 44,660,515 $1.28B 2.6% +566,244 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: 10,580,939 shares; 2024Q4: 10,734,195 shares; 2025Q1: 10,673,053 shares; 2025Q2: 10,653,146 shares; 2025Q3: 10,782,315 shares; 2025Q4: 11,052,968 shares; 2026Q1: 10,913,210 shares 10,913,210 $1.19B 2.42% -139,758 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202,035 shares; 2024Q4: 22,118,929 shares; 2025Q1: 22,557,955 shares; 2025Q2: 23,832,103 shares; 2025Q3: 23,000,738 shares; 2025Q4: 21,127,449 shares; 2026Q1: 20,673,325 shares 20,673,325 $999M 2.03% -454,124 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: 11,250,158 shares; 2024Q4: 39,788,567 shares; 2025Q1: 38,186,941 shares; 2025Q2: 38,175,151 shares; 2025Q3: 35,589,129 shares; 2025Q4: 33,984,232 shares; 2026Q1: 34,105,277 shares 34,105,277 $993M 2.02% +121,045 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: 8,196,206 shares; 2024Q4: 8,374,718 shares; 2025Q1: 8,726,309 shares; 2025Q2: 9,656,104 shares; 2025Q3: 7,774,548 shares; 2025Q4: 7,821,522 shares; 2026Q1: 7,720,457 shares 7,720,457 $960M 1.95% -101,065 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,534,358 shares; 2024Q4: 14,137,022 shares; 2025Q1: 14,441,471 shares; 2025Q2: 14,547,159 shares; 2025Q3: 15,375,354 shares; 2025Q4: 16,086,101 shares; 2026Q1: 16,419,088 shares 16,419,088 $822M 1.67% +332,987 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: 18,454,174 shares; 2024Q4: 18,659,764 shares; 2025Q1: 18,595,619 shares; 2025Q2: 17,957,512 shares; 2025Q3: 17,358,782 shares; 2025Q4: 17,000,839 shares; 2026Q1: 16,822,188 shares 16,822,188 $789M 1.6% -178,651 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: 8,609,957 shares; 2024Q4: 8,285,690 shares; 2025Q1: 8,142,411 shares; 2025Q2: 8,493,316 shares; 2025Q3: 8,299,757 shares; 2025Q4: 8,223,783 shares; 2026Q1: 7,899,274 shares 7,899,274 $533M 1.08% -324,509 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: 19,207,848 shares; 2024Q4: 18,694,885 shares; 2025Q1: 18,155,827 shares; 2025Q2: 17,603,682 shares; 2025Q3: 16,707,929 shares; 2025Q4: 16,211,363 shares; 2026Q1: 15,542,282 shares 15,542,282 $512M 1.04% -669,081 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191,808 shares; 2024Q4: 4,167,159 shares; 2025Q1: 4,101,526 shares; 2025Q2: 4,017,315 shares; 2025Q3: 4,253,967 shares; 2025Q4: 4,287,913 shares; 2026Q1: 4,231,532 shares 4,231,532 $502M 1.02% -56,381 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: 8,076,743 shares; 2024Q4: 7,597,192 shares; 2025Q1: 7,299,386 shares; 2025Q2: 7,251,506 shares; 2025Q3: 6,816,449 shares; 2025Q4: 6,494,674 shares; 2026Q1: 6,503,155 shares 6,503,155 $473M 0.96% +8,481 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: 4,995,089 shares; 2024Q4: 5,014,392 shares; 2025Q1: 4,977,909 shares; 2025Q2: 4,991,489 shares; 2025Q3: 4,993,827 shares; 2025Q4: 5,067,054 shares; 2026Q1: 5,050,535 shares 5,050,535 $387M 0.78% -16,519 Timeline NANR 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: 6,052,701 shares; 2024Q4: 5,957,775 shares; 2025Q1: 5,942,237 shares; 2025Q2: 5,953,357 shares; 2025Q3: 5,715,041 shares; 2025Q4: 5,502,683 shares; 2026Q1: 4,236,126 shares 4,236,126 $356M 0.72% -1,266,557 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: 3,401,805 shares; 2024Q4: 3,347,662 shares; 2025Q1: 3,261,609 shares; 2025Q2: 3,285,391 shares; 2025Q3: 3,317,631 shares; 2025Q4: 3,370,746 shares; 2026Q1: 3,358,966 shares 3,358,966 $298M 0.6% -11,780 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772,869 shares; 2026Q1: 5,317,279 shares 5,317,279 $281M 0.57% +544,410 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: 3,045,615 shares; 2024Q4: 3,110,405 shares; 2025Q1: 3,000,826 shares; 2025Q2: 2,859,952 shares; 2025Q3: 2,954,768 shares; 2025Q4: 2,972,914 shares; 2026Q1: 2,960,848 shares 2,960,848 $235M 0.48% -12,066 Timeline TECB 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: 4,708,476 shares; 2024Q4: 4,480,387 shares; 2025Q1: 4,321,854 shares; 2025Q2: 4,354,879 shares; 2025Q3: 4,130,932 shares; 2025Q4: 3,935,429 shares; 2026Q1: 3,952,438 shares 3,952,438 $219M 0.45% +17,009 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: 1,571,615 shares; 2024Q4: 1,567,411 shares; 2025Q1: 1,471,280 shares; 2025Q2: 1,718,617 shares; 2025Q3: 1,680,991 shares; 2025Q4: 1,644,234 shares; 2026Q1: 1,549,749 shares 1,549,749 $151M 0.31% -94,485 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: 11,913 shares; 2024Q4: 15,598 shares; 2025Q1: 16,309 shares; 2025Q2: 231,813 shares; 2025Q3: 223,312 shares; 2025Q4: 218,740 shares; 2026Q1: 207,322 shares 207,322 $135M 0.27% -11,418 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: 2,626,011 shares; 2024Q4: 5,099,991 shares; 2025Q1: 5,098,334 shares; 2025Q2: 5,484,059 shares; 2025Q3: 4,996,465 shares; 2025Q4: 4,841,126 shares; 2026Q1: 4,583,359 shares 4,583,359 $133M 0.27% -257,767 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: 2,525,055 shares; 2024Q4: 5,070,153 shares; 2025Q1: 4,942,735 shares; 2025Q2: 4,903,010 shares; 2025Q3: 5,427,583 shares; 2025Q4: 5,396,451 shares; 2026Q1: 5,413,829 shares 5,413,829 $126M 0.26% +17,378 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: 1,424,782 shares; 2024Q4: 1,354,321 shares; 2025Q1: 1,333,856 shares; 2025Q2: 1,393,410 shares; 2025Q3: 1,343,538 shares; 2025Q4: 1,310,650 shares; 2026Q1: 1,231,346 shares 1,231,346 $124M 0.25% -79,304 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: 1,433,732 shares; 2024Q4: 1,388,327 shares; 2025Q1: 1,349,917 shares; 2025Q2: 1,368,507 shares; 2025Q3: 1,346,122 shares; 2025Q4: 1,320,819 shares; 2026Q1: 1,263,838 shares 1,263,838 $121M 0.25% -56,981 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: 2,162,157 shares; 2024Q4: 3,247,005 shares; 2025Q1: 3,084,328 shares; 2025Q2: 3,147,537 shares; 2025Q3: 3,173,224 shares; 2025Q4: 3,066,683 shares; 2026Q1: 3,108,602 shares 3,108,602 $121M 0.25% +41,919 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: 346,272 shares; 2024Q4: 343,677 shares; 2025Q1: 336,973 shares; 2025Q2: 384,113 shares; 2025Q3: 385,924 shares; 2025Q4: 382,593 shares; 2026Q1: 360,452 shares 360,452 $116M 0.23% -22,141 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: 1,325,529 shares; 2024Q4: 1,288,717 shares; 2025Q1: 1,267,568 shares; 2025Q2: 1,307,624 shares; 2025Q3: 1,173,588 shares; 2025Q4: 1,143,898 shares; 2026Q1: 1,094,311 shares 1,094,311 $106M 0.21% -49,587 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: 1,370,723 shares; 2024Q4: 1,304,439 shares; 2025Q1: 1,308,080 shares; 2025Q2: 1,374,933 shares; 2025Q3: 1,194,647 shares; 2025Q4: 1,160,530 shares; 2026Q1: 1,083,473 shares 1,083,473 $102M 0.21% -77,057 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: 1,389,964 shares; 2024Q4: 1,340,930 shares; 2025Q1: 1,290,872 shares; 2025Q2: 1,287,112 shares; 2025Q3: 1,278,881 shares; 2025Q4: 1,254,079 shares; 2026Q1: 1,197,590 shares 1,197,590 $102M 0.21% -56,489 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: 731,934 shares; 2024Q4: 690,371 shares; 2025Q1: 672,365 shares; 2025Q2: 693,811 shares; 2025Q3: 675,546 shares; 2025Q4: 662,537 shares; 2026Q1: 625,330 shares 625,330 $82.9M 0.17% -37,207 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,000 shares; 2024Q4: 760,341 shares; 2025Q1: 797,155 shares; 2025Q2: 825,903 shares; 2025Q3: 874,544 shares; 2025Q4: 929,292 shares; 2026Q1: 982,681 shares 982,681 $76M 0.15% +53,389 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: 291,404 shares; 2024Q4: 267,607 shares; 2025Q1: 272,735 shares; 2025Q2: 286,203 shares; 2025Q3: 266,820 shares; 2025Q4: 254,193 shares; 2026Q1: 238,068 shares 238,068 $74.7M 0.15% -16,125 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: 890,126 shares; 2024Q4: 935,552 shares; 2025Q1: 916,645 shares; 2025Q2: 936,083 shares; 2025Q3: 1,032,644 shares; 2025Q4: 1,036,106 shares; 2026Q1: 960,042 shares 960,042 $70.7M 0.14% -76,064 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: 958,297 shares; 2024Q4: 965,385 shares; 2025Q1: 953,067 shares; 2025Q2: 837,417 shares; 2025Q3: 812,955 shares; 2025Q4: 797,202 shares; 2026Q1: 768,375 shares 768,375 $70.2M 0.14% -28,827 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: 1,430,096 shares; 2024Q4: 2,017,172 shares; 2025Q1: 1,594,414 shares; 2025Q2: 1,491,066 shares; 2025Q3: 1,637,230 shares; 2025Q4: 1,459,018 shares; 2026Q1: 1,393,658 shares 1,393,658 $65.4M 0.13% -65,360 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: 575,245 shares; 2024Q4: 582,827 shares; 2025Q1: 574,406 shares; 2025Q2: 579,963 shares; 2025Q3: 593,607 shares; 2025Q4: 599,668 shares; 2026Q1: 579,572 shares 579,572 $61.5M 0.12% -20,096 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: 541,011 shares; 2024Q4: 562,184 shares; 2025Q1: 591,062 shares; 2025Q2: 611,107 shares; 2025Q3: 618,632 shares; 2025Q4: 639,774 shares; 2026Q1: 648,674 shares 648,674 $52.3M 0.11% +8,900 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: 281,882 shares; 2024Q4: 309,790 shares; 2025Q1: 291,920 shares; 2025Q2: 237,561 shares; 2025Q3: 238,227 shares; 2025Q4: 231,400 shares; 2026Q1: 227,910 shares 227,910 $48.1M 0.1% -3,490 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: 111,634 shares; 2024Q4: 155,747 shares; 2025Q1: 167,436 shares; 2025Q2: 195,497 shares; 2025Q3: 193,383 shares; 2025Q4: 176,774 shares; 2026Q1: 182,422 shares 182,422 $46.3M 0.09% +5,648 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: 147,649 shares; 2024Q4: 187,539 shares; 2025Q1: 185,220 shares; 2025Q2: 255,944 shares; 2025Q3: 321,270 shares; 2025Q4: 237,644 shares; 2026Q1: 226,853 shares 226,853 $44.5M 0.09% -10,791 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017,081 shares; 2024Q4: 995,260 shares; 2025Q1: 980,599 shares; 2025Q2: 953,740 shares; 2025Q3: 928,696 shares; 2025Q4: 914,811 shares; 2026Q1: 889,433 shares 889,433 $44.1M 0.09% -25,378 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809,282 shares; 2024Q4: 797,994 shares; 2025Q1: 830,246 shares; 2025Q2: 790,561 shares; 2025Q3: 845,518 shares; 2025Q4: 844,399 shares; 2026Q1: 842,572 shares 842,572 $42M 0.09% -1,827 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310,147 shares; 2024Q4: 1,859,290 shares; 2025Q1: 1,832,416 shares; 2025Q2: 1,338,253 shares; 2025Q3: 1,376,907 shares; 2025Q4: 1,292,077 shares; 2026Q1: 1,221,414 shares 1,221,414 $41.5M 0.08% -70,663 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138,950 shares; 2024Q4: 1,123,232 shares; 2025Q1: 1,122,760 shares; 2025Q2: 1,058,819 shares; 2025Q3: 1,023,856 shares; 2025Q4: 999,974 shares; 2026Q1: 967,226 shares 967,226 $41.2M 0.08% -32,748 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: 116,974 shares; 2024Q4: 141,802 shares; 2025Q1: 93,094 shares; 2025Q2: 215,942 shares; 2025Q3: 217,246 shares; 2025Q4: 211,977 shares; 2026Q1: 215,496 shares 215,496 $37.6M 0.08% +3,519 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: 251,898 shares; 2024Q4: 319,558 shares; 2025Q1: 407,310 shares; 2025Q2: 529,888 shares; 2025Q3: 609,403 shares; 2025Q4: 786,166 shares; 2026Q1: 977,599 shares 977,599 $37.6M 0.08% +191,433 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: 76,940 shares; 2024Q4: 131,808 shares; 2025Q1: 131,586 shares; 2025Q2: 106,284 shares; 2025Q3: 103,842 shares; 2025Q4: 94,434 shares; 2026Q1: 96,042 shares 96,042 $35.6M 0.07% +1,608 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: 186,810 shares; 2024Q4: 183,170 shares; 2025Q1: 167,236 shares; 2025Q2: 370,441 shares; 2025Q3: 461,448 shares; 2025Q4: 367,962 shares; 2026Q1: 356,969 shares 356,969 $35.4M 0.07% -10,993 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: 20,933 shares; 2024Q4: 73,718 shares; 2025Q1: 148,377 shares; 2025Q2: 206,385 shares; 2025Q3: 245,103 shares; 2025Q4: 289,006 shares; 2026Q1: 344,715 shares 344,715 $35.2M 0.07% +55,709 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,219 shares; 2024Q4: 757,346 shares; 2025Q1: 734,069 shares; 2025Q2: 728,219 shares; 2025Q3: 733,308 shares; 2025Q4: 724,240 shares; 2026Q1: 751,415 shares 751,415 $34.1M 0.07% +27,175 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: 837,732 shares; 2024Q4: 1,464,523 shares; 2025Q1: 1,429,530 shares; 2025Q2: 1,039,916 shares; 2025Q3: 1,038,909 shares; 2025Q4: 962,556 shares; 2026Q1: 949,884 shares 949,884 $33.7M 0.07% -12,672 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: 410,153 shares; 2024Q4: 420,484 shares; 2025Q1: 369,786 shares; 2025Q2: 323,646 shares; 2025Q3: 383,581 shares; 2025Q4: 375,232 shares; 2026Q1: 359,593 shares 359,593 $32.6M 0.07% -15,639 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722,887 shares; 2024Q4: 682,524 shares; 2025Q1: 662,134 shares; 2025Q2: 660,310 shares; 2025Q3: 673,357 shares; 2025Q4: 664,962 shares; 2026Q1: 668,321 shares 668,321 $32M 0.06% +3,359 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: 82,929 shares; 2024Q4: 116,817 shares; 2025Q1: 112,038 shares; 2025Q2: 121,298 shares; 2025Q3: 122,072 shares; 2025Q4: 110,187 shares; 2026Q1: 104,836 shares 104,836 $30.1M 0.06% -5,351 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: 26,156 shares; 2024Q4: 25,748 shares; 2025Q1: 25,388 shares; 2025Q2: 54,076 shares; 2025Q3: 71,538 shares; 2025Q4: 53,495 shares; 2026Q1: 49,264 shares 49,264 $28.4M 0.06% -4,231 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: 36,094 shares; 2024Q4: 34,714 shares; 2025Q1: 35,256 shares; 2025Q2: 41,385 shares; 2025Q3: 40,102 shares; 2025Q4: 41,516 shares; 2026Q1: 41,518 shares 41,518 $27M 0.05% +2 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: 329,914 shares; 2024Q4: 304,132 shares; 2025Q1: 275,010 shares; 2025Q2: 251,213 shares; 2025Q3: 231,156 shares; 2025Q4: 221,659 shares; 2026Q1: 220,703 shares 220,703 $25M 0.05% -956 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: 69,896 shares; 2024Q4: 101,913 shares; 2025Q1: 93,411 shares; 2025Q2: 125,311 shares; 2025Q3: 125,929 shares; 2025Q4: 122,533 shares; 2026Q1: 119,632 shares 119,632 $24.9M 0.05% -2,901 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 54,440 shares; 2025Q1: 53,237 shares; 2025Q2: 301,872 shares; 2025Q3: 377,783 shares; 2025Q4: 409,538 shares; 2026Q1: 605,555 shares 605,555 $23.6M 0.05% +196,017 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: 253,161 shares; 2024Q4: 427,277 shares; 2025Q1: 402,197 shares; 2025Q2: 297,459 shares; 2025Q3: 297,195 shares; 2025Q4: 301,153 shares; 2026Q1: 301,429 shares 301,429 $23.3M 0.05% +276 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: 77,508 shares; 2024Q4: 96,398 shares; 2025Q1: 94,416 shares; 2025Q2: 93,286 shares; 2025Q3: 90,702 shares; 2025Q4: 91,868 shares; 2026Q1: 87,478 shares 87,478 $22.9M 0.05% -4,390 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,378 shares; 2024Q4: 455,308 shares; 2025Q1: 451,519 shares; 2025Q2: 524,097 shares; 2025Q3: 657,895 shares; 2025Q4: 667,343 shares; 2026Q1: 653,812 shares 653,812 $22.6M 0.05% -13,531 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: 5,935 shares; 2024Q4: 35,629 shares; 2025Q1: 82,092 shares; 2025Q2: 120,582 shares; 2025Q3: 159,302 shares; 2025Q4: 196,259 shares; 2026Q1: 221,272 shares 221,272 $21M 0.04% +25,013 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,297 shares; 2024Q4: 398,638 shares; 2025Q1: 393,466 shares; 2025Q2: 338,895 shares; 2025Q3: 345,184 shares; 2025Q4: 342,488 shares; 2026Q1: 325,680 shares 325,680 $20.3M 0.04% -16,808 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: 35,322 shares; 2024Q4: 61,484 shares; 2025Q1: 59,231 shares; 2025Q2: 73,484 shares; 2025Q3: 67,802 shares; 2025Q4: 68,380 shares; 2026Q1: 70,436 shares 70,436 $20.2M 0.04% +2,056 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: 404,005 shares; 2024Q4: 645,704 shares; 2025Q1: 635,513 shares; 2025Q2: 414,802 shares; 2025Q3: 416,741 shares; 2025Q4: 412,531 shares; 2026Q1: 386,382 shares 386,382 $18.7M 0.04% -26,149 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,572 shares; 2024Q4: 179,855 shares; 2025Q1: 159,826 shares; 2025Q2: 160,173 shares; 2025Q3: not reported; 2025Q4: 151,188 shares; 2026Q1: 151,008 shares 151,008 $17.9M 0.04% -180 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,387 shares; 2024Q4: 91,487 shares; 2025Q1: 90,676 shares; 2025Q2: 88,736 shares; 2025Q3: 92,870 shares; 2025Q4: 99,577 shares; 2026Q1: 88,893 shares 88,893 $17.4M 0.04% -10,684 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,733 shares; 2024Q4: 153,526 shares; 2025Q1: 147,015 shares; 2025Q2: 148,023 shares; 2025Q3: 154,176 shares; 2025Q4: 151,479 shares; 2026Q1: 157,040 shares 157,040 $17.3M 0.04% +5,561 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: 149,247 shares; 2024Q4: 267,765 shares; 2025Q1: 261,640 shares; 2025Q2: 192,693 shares; 2025Q3: 209,155 shares; 2025Q4: 223,119 shares; 2026Q1: 218,413 shares 218,413 $17.1M 0.03% -4,706 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: 528,363 shares; 2024Q4: 522,155 shares; 2025Q1: 477,260 shares; 2025Q2: 483,093 shares; 2025Q3: 519,230 shares; 2025Q4: 566,708 shares; 2026Q1: 582,061 shares 582,061 $16.9M 0.03% +15,353 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436,715 shares; 2025Q4: 445,486 shares; 2026Q1: 441,756 shares 441,756 $15.8M 0.03% -3,730 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: 159,780 shares; 2024Q4: 164,553 shares; 2025Q1: 162,987 shares; 2025Q2: 141,238 shares; 2025Q3: 148,531 shares; 2025Q4: 159,690 shares; 2026Q1: 164,104 shares 164,104 $15.7M 0.03% +4,414 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: 78,094 shares; 2024Q4: 77,875 shares; 2025Q1: 82,030 shares; 2025Q2: 86,545 shares; 2025Q3: 82,439 shares; 2025Q4: 83,375 shares; 2026Q1: 71,800 shares 71,800 $15.6M 0.03% -11,575 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,631 shares; 2024Q4: 579,115 shares; 2025Q1: 563,762 shares; 2025Q2: 566,403 shares; 2025Q3: 572,760 shares; 2025Q4: 581,103 shares; 2026Q1: 583,344 shares 583,344 $15.5M 0.03% +2,241 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: 306,314 shares; 2024Q4: 403,922 shares; 2025Q1: 322,063 shares; 2025Q2: 241,780 shares; 2025Q3: 242,572 shares; 2025Q4: 240,586 shares; 2026Q1: 239,017 shares 239,017 $15.3M 0.03% -1,569 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,833 shares; 2024Q4: 72,466 shares; 2025Q1: 73,467 shares; 2025Q2: 258,528 shares; 2025Q3: 307,722 shares; 2025Q4: 313,662 shares; 2026Q1: 301,519 shares 301,519 $15.3M 0.03% -12,143 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: 65,909 shares; 2024Q4: 132,539 shares; 2025Q1: 123,934 shares; 2025Q2: 121,398 shares; 2025Q3: 195,603 shares; 2025Q4: 200,285 shares; 2026Q1: 208,517 shares 208,517 $14.8M 0.03% +8,232 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: 250,324 shares; 2024Q4: 270,876 shares; 2025Q1: 226,698 shares; 2025Q2: 227,604 shares; 2025Q3: 220,234 shares; 2025Q4: 211,824 shares; 2026Q1: 200,839 shares 200,839 $14M 0.03% -10,985 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: 44,116 shares; 2024Q4: 54,504 shares; 2025Q1: 58,801 shares; 2025Q2: 67,446 shares; 2025Q3: 66,073 shares; 2025Q4: 63,524 shares; 2026Q1: 64,416 shares 64,416 $12.8M 0.03% +892 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: 29,728 shares; 2024Q4: 56,865 shares; 2025Q1: 57,908 shares; 2025Q2: 49,111 shares; 2025Q3: 46,795 shares; 2025Q4: 44,744 shares; 2026Q1: 42,287 shares 42,287 $12.6M 0.03% -2,457 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: 13,001 shares; 2024Q4: 21,755 shares; 2025Q1: 21,092 shares; 2025Q2: 23,576 shares; 2025Q3: 24,007 shares; 2025Q4: 23,000 shares; 2026Q1: 22,087 shares 22,087 $12.6M 0.03% -913 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: 17,346 shares; 2024Q4: 30,744 shares; 2025Q1: 27,395 shares; 2025Q2: 19,805 shares; 2025Q3: 20,467 shares; 2025Q4: 20,658 shares; 2026Q1: 20,623 shares 20,623 $12.3M 0.03% -35 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 14,167 shares; 2025Q1: 13,585 shares; 2025Q2: 25,225 shares; 2025Q3: 26,379 shares; 2025Q4: 26,405 shares; 2026Q1: 25,323 shares 25,323 $12.1M 0.02% -1,082 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,822 shares; 2024Q4: 162,405 shares; 2025Q1: 126,274 shares; 2025Q2: 314,056 shares; 2025Q3: 330,848 shares; 2025Q4: 333,788 shares; 2026Q1: 342,025 shares 342,025 $12M 0.02% +8,237 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,965 shares; 2024Q4: 201,647 shares; 2025Q1: 211,319 shares; 2025Q2: 189,711 shares; 2025Q3: 202,848 shares; 2025Q4: 225,002 shares; 2026Q1: 229,983 shares 229,983 $10.9M 0.02% +4,981 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: not reported; 2024Q4: not reported; 2025Q1: 4,647 shares; 2025Q2: 131,157 shares; 2025Q3: 135,764 shares; 2025Q4: 137,482 shares; 2026Q1: 137,339 shares 137,339 $10.3M 0.02% -143 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: 23,729 shares; 2024Q4: 24,813 shares; 2025Q1: 23,912 shares; 2025Q2: 64,453 shares; 2025Q3: 64,007 shares; 2025Q4: 68,872 shares; 2026Q1: 67,552 shares 67,552 $9.78M 0.02% -1,320 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: 184,017 shares; 2024Q4: 250,425 shares; 2025Q1: 249,466 shares; 2025Q2: 257,382 shares; 2025Q3: 280,751 shares; 2025Q4: 261,422 shares; 2026Q1: 256,844 shares 256,844 $9.44M 0.02% -4,578 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.34M 0.02% 0 Timeline IBTG 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: 364,815 shares; 2024Q4: 361,623 shares; 2025Q1: 382,780 shares; 2025Q2: 340,662 shares; 2025Q3: 333,618 shares; 2025Q4: 396,586 shares; 2026Q1: 395,704 shares 395,704 $9.07M 0.02% -882 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: 27,762 shares; 2024Q4: 29,979 shares; 2025Q1: 29,265 shares; 2025Q2: 39,393 shares; 2025Q3: 30,688 shares; 2025Q4: 25,833 shares; 2026Q1: 23,427 shares 23,427 $8.71M 0.02% -2,406 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: 107,458 shares; 2024Q4: 106,472 shares; 2025Q1: 108,748 shares; 2025Q2: 146,566 shares; 2025Q3: 142,711 shares; 2025Q4: 120,324 shares; 2026Q1: 116,709 shares 116,709 $8.28M 0.02% -3,615 Timeline SUSB 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: 192,080 shares; 2024Q4: 294,925 shares; 2025Q1: 304,339 shares; 2025Q2: 281,233 shares; 2025Q3: 302,527 shares; 2025Q4: 337,424 shares; 2026Q1: 327,648 shares 327,648 $8.21M 0.02% -9,776 Timeline BWX 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: 516,435 shares; 2024Q4: 538,158 shares; 2025Q1: 409,923 shares; 2025Q2: 403,152 shares; 2025Q3: 391,801 shares; 2025Q4: 397,095 shares; 2026Q1: 374,015 shares 374,015 $8.21M 0.02% -23,080 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: 22,017 shares; 2025Q2: 103,782 shares; 2025Q3: 95,947 shares; 2025Q4: 91,985 shares; 2026Q1: 79,971 shares 79,971 $8.01M 0.02% -12,014 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: 71,882 shares; 2024Q4: 138,679 shares; 2025Q1: 112,443 shares; 2025Q2: 61,221 shares; 2025Q3: 148,321 shares; 2025Q4: 150,433 shares; 2026Q1: 146,176 shares 146,176 $7.72M 0.02% -4,257 Timeline IBTH 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: 300,421 shares; 2024Q4: 338,470 shares; 2025Q1: 374,772 shares; 2025Q2: 327,520 shares; 2025Q3: 309,481 shares; 2025Q4: 340,197 shares; 2026Q1: 342,239 shares 342,239 $7.68M 0.02% +2,042 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: 292,562 shares; 2024Q4: 262,312 shares; 2025Q1: 238,517 shares; 2025Q2: 241,411 shares; 2025Q3: 243,402 shares; 2025Q4: 236,915 shares; 2026Q1: 228,318 shares 228,318 $7.66M 0.02% -8,597 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,308 shares; 2024Q4: 122,401 shares; 2025Q1: 125,861 shares; 2025Q2: 114,623 shares; 2025Q3: 115,005 shares; 2025Q4: 120,490 shares; 2026Q1: 125,857 shares 125,857 $7.51M 0.02% +5,367 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,158 shares; 2024Q4: 100,869 shares; 2025Q1: 104,341 shares; 2025Q2: 97,492 shares; 2025Q3: 101,402 shares; 2025Q4: 110,531 shares; 2026Q1: 114,156 shares 114,156 $7.31M 0.01% +3,625 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: 82,500 shares; 2024Q4: 133,382 shares; 2025Q1: 129,205 shares; 2025Q2: 72,511 shares; 2025Q3: 69,793 shares; 2025Q4: 63,199 shares; 2026Q1: 60,517 shares 60,517 $7.17M 0.01% -2,682 Timeline ESML 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: 147,463 shares; 2024Q4: 128,635 shares; 2025Q1: 126,929 shares; 2025Q2: 143,879 shares; 2025Q3: 146,229 shares; 2025Q4: 151,838 shares; 2026Q1: 150,977 shares 150,977 $7.1M 0.01% -861 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: 34,967 shares; 2024Q4: 31,255 shares; 2025Q1: 29,154 shares; 2025Q2: 30,214 shares; 2025Q3: 30,166 shares; 2025Q4: 29,060 shares; 2026Q1: 27,768 shares 27,768 $6.89M 0.01% -1,292 Timeline IBTI 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: 137,720 shares; 2024Q4: 154,767 shares; 2025Q1: 264,848 shares; 2025Q2: 204,350 shares; 2025Q3: 184,474 shares; 2025Q4: 298,827 shares; 2026Q1: 306,134 shares 306,134 $6.82M 0.01% +7,307 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,734 shares; 2024Q4: 207,276 shares; 2025Q1: 195,695 shares; 2025Q2: 196,747 shares; 2025Q3: 195,445 shares; 2025Q4: 190,390 shares; 2026Q1: 172,850 shares 172,850 $6.82M 0.01% -17,540 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,801 shares; 2024Q4: 55,174 shares; 2025Q1: 56,510 shares; 2025Q2: 53,357 shares; 2025Q3: 53,309 shares; 2025Q4: 56,039 shares; 2026Q1: 59,166 shares 59,166 $6.64M 0.01% +3,127 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,773 shares; 2024Q4: 254,174 shares; 2025Q1: 183,037 shares; 2025Q2: 83,869 shares; 2025Q3: 82,436 shares; 2025Q4: 97,339 shares; 2026Q1: 76,973 shares 76,973 $6.37M 0.01% -20,366 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: 8,332 shares; 2024Q4: 16,549 shares; 2025Q1: 16,500 shares; 2025Q2: 19,633 shares; 2025Q3: 22,964 shares; 2025Q4: 22,351 shares; 2026Q1: 21,407 shares 21,407 $6.3M 0.01% -944 Timeline SLQD 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: 132,631 shares; 2024Q4: 129,161 shares; 2025Q1: 121,774 shares; 2025Q2: 114,701 shares; 2025Q3: 121,037 shares; 2025Q4: 135,240 shares; 2026Q1: 123,774 shares 123,774 $6.25M 0.01% -11,466 Timeline LEGR 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: 96,052 shares; 2024Q4: 136,906 shares; 2025Q1: 107,094 shares; 2025Q2: 106,915 shares; 2025Q3: 142,863 shares; 2025Q4: 140,315 shares; 2026Q1: 108,140 shares 108,140 $6.25M 0.01% -32,175 Timeline EFIV 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: 95,862 shares; 2024Q4: 92,295 shares; 2025Q1: 94,922 shares; 2025Q2: 86,798 shares; 2025Q3: 87,637 shares; 2025Q4: 94,474 shares; 2026Q1: 98,197 shares 98,197 $6.19M 0.01% +3,723 Timeline GNMA 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: 219,398 shares; 2024Q4: 185,092 shares; 2025Q1: 163,781 shares; 2025Q2: 142,446 shares; 2025Q3: 148,468 shares; 2025Q4: 150,097 shares; 2026Q1: 139,562 shares 139,562 $6.19M 0.01% -10,535 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: 5,645 shares; 2024Q4: 5,670 shares; 2025Q1: 5,337 shares; 2025Q2: 5,513 shares; 2025Q3: 5,884 shares; 2025Q4: 56,619 shares; 2026Q1: 64,062 shares 64,062 $6.16M 0.01% +7,443 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: 144,970 shares; 2024Q4: 199,248 shares; 2025Q1: 198,164 shares; 2025Q2: 201,288 shares; 2025Q3: 202,826 shares; 2025Q4: 201,234 shares; 2026Q1: 190,355 shares 190,355 $6.13M 0.01% -10,879 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: 46,898 shares; 2024Q4: 51,911 shares; 2025Q1: 51,712 shares; 2025Q2: 53,483 shares; 2025Q3: 53,698 shares; 2025Q4: 55,090 shares; 2026Q1: 55,039 shares 55,039 $6.12M 0.01% -51 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: 280,828 shares; 2024Q4: 288,121 shares; 2025Q1: 295,723 shares; 2025Q2: 256,098 shares; 2025Q3: 281,429 shares; 2025Q4: 317,858 shares; 2026Q1: 262,624 shares 262,624 $6.08M 0.01% -55,234 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,788 shares; 2025Q3: 51,705 shares; 2025Q4: 48,403 shares; 2026Q1: 60,403 shares 60,403 $6.07M 0.01% +12,000 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: 70,226 shares; 2024Q4: 263,048 shares; 2025Q1: 261,035 shares; 2025Q2: 232,974 shares; 2025Q3: 234,062 shares; 2025Q4: 233,558 shares; 2026Q1: 235,377 shares 235,377 $5.91M 0.01% +1,819 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: 21,316 shares; 2024Q4: 22,557 shares; 2025Q1: 24,494 shares; 2025Q2: 85,611 shares; 2025Q3: 100,847 shares; 2025Q4: 99,257 shares; 2026Q1: 96,478 shares 96,478 $5.71M 0.01% -2,779 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: 20,542 shares; 2024Q4: 22,014 shares; 2025Q1: 21,887 shares; 2025Q2: 23,307 shares; 2025Q3: 22,751 shares; 2025Q4: 44,716 shares; 2026Q1: 42,984 shares 42,984 $5.71M 0.01% -1,732 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: 124,709 shares; 2024Q4: 170,062 shares; 2025Q1: 150,115 shares; 2025Q2: 154,237 shares; 2025Q3: 149,318 shares; 2025Q4: 102,439 shares; 2026Q1: 54,684 shares 54,684 $5.51M 0.01% -47,755 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: 7,674 shares; 2024Q4: 15,521 shares; 2025Q1: 15,250 shares; 2025Q2: 16,777 shares; 2025Q3: 17,064 shares; 2025Q4: 17,077 shares; 2026Q1: 16,719 shares 16,719 $5.5M 0.01% -358 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: 263,385 shares; 2024Q4: 847,932 shares; 2025Q1: 343,198 shares; 2025Q2: 236,835 shares; 2025Q3: 237,344 shares; 2025Q4: 295,984 shares; 2026Q1: 227,407 shares 227,407 $5.21M 0.01% -68,577 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,665 shares; 2024Q4: 177,827 shares; 2025Q1: 149,189 shares; 2025Q2: 442,262 shares; 2025Q3: 190,137 shares; 2025Q4: 122,977 shares; 2026Q1: 113,154 shares 113,154 $5.18M 0.01% -9,823 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: 17,479 shares; 2024Q4: 21,495 shares; 2025Q1: 21,176 shares; 2025Q2: 15,661 shares; 2025Q3: 15,798 shares; 2025Q4: 15,112 shares; 2026Q1: 14,308 shares 14,308 $5.1M 0.01% -804 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,564 shares; 2025Q1: 4,193 shares; 2025Q2: 5,232 shares; 2025Q3: 4,938 shares; 2025Q4: 4,700 shares; 2026Q1: 4,941 shares 4,941 $4.92M 0.01% +241 Timeline SPIP 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: 121,695 shares; 2024Q4: 114,116 shares; 2025Q1: 123,508 shares; 2025Q2: 120,175 shares; 2025Q3: 152,774 shares; 2025Q4: 165,443 shares; 2026Q1: 184,065 shares 184,065 $4.79M 0.01% +18,622 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 4,485 shares; 2025Q4: 11,037 shares; 2026Q1: 10,040 shares 10,040 $4.76M 0.01% -997 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: 85,137 shares; 2024Q4: 87,649 shares; 2025Q1: 79,395 shares; 2025Q2: 48,006 shares; 2025Q3: 39,807 shares; 2025Q4: 32,766 shares; 2026Q1: 31,928 shares 31,928 $4.67M 0.01% -838 Timeline IGOV 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: 184,694 shares; 2024Q4: 158,319 shares; 2025Q1: 145,445 shares; 2025Q2: 130,690 shares; 2025Q3: 122,232 shares; 2025Q4: 123,713 shares; 2026Q1: 112,905 shares 112,905 $4.64M 0.01% -10,808 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,693 shares; 2024Q4: 317,041 shares; 2025Q1: 319,867 shares; 2025Q2: 321,722 shares; 2025Q3: 327,950 shares; 2025Q4: 262,593 shares; 2026Q1: 172,186 shares 172,186 $4.58M 0.01% -90,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,117 shares 100,117 $4.55M 0.01% new 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: 9,036 shares; 2024Q4: 8,705 shares; 2025Q1: 8,494 shares; 2025Q2: 8,086 shares; 2025Q3: 7,983 shares; 2025Q4: 8,313 shares; 2026Q1: 7,378 shares 7,378 $4.55M 0.01% -935 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: 173,406 shares; 2024Q4: 177,587 shares; 2025Q1: 162,384 shares; 2025Q2: 146,478 shares; 2025Q3: 144,763 shares; 2025Q4: 147,266 shares; 2026Q1: 135,546 shares 135,546 $4.55M 0.01% -11,720 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,910 shares; 2025Q1: 82,409 shares; 2025Q2: 85,600 shares; 2025Q3: 101,031 shares; 2025Q4: 105,149 shares; 2026Q1: 94,214 shares 94,214 $4.53M 0.01% -10,935 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: 1,756 shares; 2024Q4: 2,360 shares; 2025Q1: 3,058 shares; 2025Q2: 10,171 shares; 2025Q3: 30,839 shares; 2025Q4: 10,839 shares; 2026Q1: 10,434 shares 10,434 $4.49M 0.01% -405 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: 21,786 shares; 2024Q4: 22,366 shares; 2025Q1: 21,226 shares; 2025Q2: 20,252 shares; 2025Q3: 20,991 shares; 2025Q4: 21,202 shares; 2026Q1: 20,488 shares 20,488 $4.41M 0.01% -714 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: 9,353 shares; 2024Q4: 14,896 shares; 2025Q1: 16,735 shares; 2025Q2: 25,707 shares; 2025Q3: 23,546 shares; 2025Q4: 23,529 shares; 2026Q1: 25,812 shares 25,812 $4.38M 0.01% +2,283 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: 11,348 shares; 2024Q4: 11,831 shares; 2025Q1: 11,453 shares; 2025Q2: 15,261 shares; 2025Q3: 15,396 shares; 2025Q4: 14,967 shares; 2026Q1: 14,463 shares 14,463 $4.37M 0.01% -504 Timeline GRNB 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: 137,308 shares; 2024Q4: 167,868 shares; 2025Q1: 187,602 shares; 2025Q2: 122,321 shares; 2025Q3: 129,904 shares; 2025Q4: 155,374 shares; 2026Q1: 177,319 shares 177,319 $4.25M 0.01% +21,945 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: 63,949 shares; 2024Q4: 232,475 shares; 2025Q1: 115,187 shares; 2025Q2: 89,170 shares; 2025Q3: 91,227 shares; 2025Q4: 100,112 shares; 2026Q1: 90,553 shares 90,553 $4.18M 0.01% -9,559 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: 18,133 shares; 2024Q4: 18,048 shares; 2025Q1: 15,875 shares; 2025Q2: 17,888 shares; 2025Q3: 16,026 shares; 2025Q4: 15,669 shares; 2026Q1: 16,249 shares 16,249 $4.18M 0.01% +580 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: 1,928 shares; 2024Q4: 8,219 shares; 2025Q1: 8,442 shares; 2025Q2: 13,342 shares; 2025Q3: 13,519 shares; 2025Q4: 13,259 shares; 2026Q1: 13,459 shares 13,459 $4.17M 0.01% +200 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: 21,060 shares; 2024Q4: 18,616 shares; 2025Q1: 17,403 shares; 2025Q2: 50,210 shares; 2025Q3: 141,884 shares; 2025Q4: 46,408 shares; 2026Q1: 47,253 shares 47,253 $4.1M 0.01% +845 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 15,697 shares; 2025Q1: 15,068 shares; 2025Q2: 14,513 shares; 2025Q3: 14,788 shares; 2025Q4: 14,088 shares; 2026Q1: 14,032 shares 14,032 $4.08M 0.01% -56 Timeline IBTJ 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: 46,278 shares; 2024Q4: 78,210 shares; 2025Q1: 90,578 shares; 2025Q2: 96,728 shares; 2025Q3: 106,703 shares; 2025Q4: 169,770 shares; 2026Q1: 184,732 shares 184,732 $4.04M 0.01% +14,962 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: 23,178 shares; 2024Q4: 27,122 shares; 2025Q1: 26,558 shares; 2025Q2: 57,808 shares; 2025Q3: 133,726 shares; 2025Q4: 55,525 shares; 2026Q1: 53,730 shares 53,730 $3.86M 0.01% -1,795 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: 105,346 shares; 2024Q4: 124,356 shares; 2025Q1: 126,298 shares; 2025Q2: 141,090 shares; 2025Q3: 133,012 shares; 2025Q4: 130,969 shares; 2026Q1: 114,178 shares 114,178 $3.79M 0.01% -16,791 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,117 shares; 2024Q4: 55,386 shares; 2025Q1: 50,905 shares; 2025Q2: 53,267 shares; 2025Q3: 50,005 shares; 2025Q4: 49,452 shares; 2026Q1: 49,510 shares 49,510 $3.72M 0.01% +58 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: 51,531 shares; 2024Q4: 45,087 shares; 2025Q1: 39,593 shares; 2025Q2: 37,327 shares; 2025Q3: 37,554 shares; 2025Q4: 39,233 shares; 2026Q1: 38,027 shares 38,027 $3.7M 0.01% -1,206 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: 29,052 shares; 2024Q4: 29,268 shares; 2025Q1: 27,868 shares; 2025Q2: 29,727 shares; 2025Q3: 29,275 shares; 2025Q4: 29,080 shares; 2026Q1: 28,553 shares 28,553 $3.66M 0.01% -527 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,332 shares; 2024Q4: 140,813 shares; 2025Q1: 129,808 shares; 2025Q2: 122,161 shares; 2025Q3: 130,270 shares; 2025Q4: 132,762 shares; 2026Q1: 134,417 shares 134,417 $3.62M 0.01% +1,655 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 16,685 shares; 2025Q4: 17,280 shares; 2026Q1: 15,094 shares 15,094 $3.59M 0.01% -2,186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,771 shares; 2025Q3: 95,115 shares; 2025Q4: 79,071 shares; 2026Q1: 70,346 shares 70,346 $3.56M 0.01% -8,725 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: 34,284 shares; 2024Q4: 67,711 shares; 2025Q1: 51,679 shares; 2025Q2: 93,258 shares; 2025Q3: 107,752 shares; 2025Q4: 106,885 shares; 2026Q1: 104,929 shares 104,929 $3.55M 0.01% -1,956 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 41,673 shares; 2025Q1: 47,957 shares; 2025Q2: 43,578 shares; 2025Q3: 35,440 shares; 2025Q4: 48,819 shares; 2026Q1: 164,167 shares 164,167 $3.4M 0.01% +115,348 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,227 shares; 2024Q4: 16,683 shares; 2025Q1: 28,407 shares; 2025Q2: 26,763 shares; 2025Q3: 33,873 shares; 2025Q4: 33,344 shares; 2026Q1: 33,544 shares 33,544 $3.39M 0.01% +200 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 57,961 shares; 2025Q4: 57,074 shares; 2026Q1: 49,490 shares 49,490 $3.35M 0.01% -7,584 Timeline STCE 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: 78,235 shares; 2024Q4: 71,255 shares; 2025Q1: 84,490 shares; 2025Q2: 83,971 shares; 2025Q3: 60,378 shares; 2025Q4: 58,582 shares; 2026Q1: 64,115 shares 64,115 $3.33M 0.01% +5,533 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,393 shares; 2025Q4: 93,526 shares; 2026Q1: 100,758 shares 100,758 $3.3M 0.01% +7,232 Timeline VTHR 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: 13,144 shares; 2025Q4: 12,940 shares; 2026Q1: 11,300 shares 11,300 $3.25M 0.01% -1,640 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: 4,397 shares; 2024Q4: 15,258 shares; 2025Q1: 12,865 shares; 2025Q2: 18,711 shares; 2025Q3: 19,993 shares; 2025Q4: 24,956 shares; 2026Q1: 25,583 shares 25,583 $3.18M 0.01% +627 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: 16,426 shares; 2024Q4: 16,650 shares; 2025Q1: 16,337 shares; 2025Q2: 20,646 shares; 2025Q3: 20,631 shares; 2025Q4: 21,565 shares; 2026Q1: 21,554 shares 21,554 $3.14M 0.01% -11 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,387 shares; 2024Q4: 64,650 shares; 2025Q1: 62,500 shares; 2025Q2: 66,228 shares; 2025Q3: 67,337 shares; 2025Q4: 68,319 shares; 2026Q1: 68,319 shares 68,319 $3.11M 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 11,657 shares; 2025Q1: 9,912 shares; 2025Q2: 8,990 shares; 2025Q3: 9,095 shares; 2025Q4: 9,832 shares; 2026Q1: 7,799 shares 7,799 $3.07M 0.01% -2,033 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: 545 shares; 2024Q4: 5,742 shares; 2025Q1: 5,758 shares; 2025Q2: 6,056 shares; 2025Q3: 6,001 shares; 2025Q4: 6,162 shares; 2026Q1: 5,993 shares 5,993 $2.95M 0.01% -169 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: 43,232 shares; 2024Q4: 67,193 shares; 2025Q1: 50,232 shares; 2025Q2: 35,299 shares; 2025Q3: 36,585 shares; 2025Q4: 36,907 shares; 2026Q1: 36,531 shares 36,531 $2.94M 0.01% -376 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: 9,326 shares; 2024Q4: 10,666 shares; 2025Q1: 9,035 shares; 2025Q2: 15,503 shares; 2025Q3: 12,525 shares; 2025Q4: 11,452 shares; 2026Q1: 12,030 shares 12,030 $2.94M 0.01% +578 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,458 shares; 2024Q4: 12,182 shares; 2025Q1: 14,123 shares; 2025Q2: 15,033 shares; 2025Q3: 15,633 shares; 2025Q4: 15,707 shares; 2026Q1: 14,348 shares 14,348 $2.92M 0.01% -1,359 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,565 shares; 2024Q4: 57,242 shares; 2025Q1: 55,837 shares; 2025Q2: 59,060 shares; 2025Q3: 58,421 shares; 2025Q4: 62,912 shares; 2026Q1: 66,977 shares 66,977 $2.87M 0.01% +4,065 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: 30,093 shares; 2024Q4: 32,455 shares; 2025Q1: 30,817 shares; 2025Q2: 34,061 shares; 2025Q3: 32,361 shares; 2025Q4: 29,885 shares; 2026Q1: 26,553 shares 26,553 $2.83M 0.01% -3,332 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: 11,540 shares; 2024Q4: 15,243 shares; 2025Q1: 13,988 shares; 2025Q2: 12,156 shares; 2025Q3: 13,596 shares; 2025Q4: 13,513 shares; 2026Q1: 12,905 shares 12,905 $2.8M 0.01% -608 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,202 shares; 2024Q4: 22,627 shares; 2025Q1: 22,881 shares; 2025Q2: 28,758 shares; 2025Q3: 29,990 shares; 2025Q4: 30,590 shares; 2026Q1: 31,924 shares 31,924 $2.8M 0.01% +1,334 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 6,350 shares; 2025Q1: 6,582 shares; 2025Q2: 6,784 shares; 2025Q3: 6,586 shares; 2025Q4: 6,559 shares; 2026Q1: 6,542 shares 6,542 $2.73M 0.01% -17 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,919 shares; 2024Q4: 59,001 shares; 2025Q1: 63,195 shares; 2025Q2: 62,549 shares; 2025Q3: 55,342 shares; 2025Q4: 54,718 shares; 2026Q1: 54,349 shares 54,349 $2.71M 0.01% -369 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: 4,221 shares; 2024Q4: 30,256 shares; 2025Q1: 27,872 shares; 2025Q2: 30,602 shares; 2025Q3: 32,703 shares; 2025Q4: 31,903 shares; 2026Q1: 34,800 shares 34,800 $2.7M 0.01% +2,897 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 8,031 shares; 2025Q3: 8,018 shares; 2025Q4: 7,466 shares; 2026Q1: 7,260 shares 7,260 $2.69M 0.01% -206 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: 7,473 shares; 2024Q4: 10,401 shares; 2025Q1: 9,712 shares; 2025Q2: 10,174 shares; 2025Q3: 11,266 shares; 2025Q4: 11,474 shares; 2026Q1: 10,985 shares 10,985 $2.66M 0.01% -489 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,299 shares; 2025Q3: 129,288 shares; 2025Q4: 117,707 shares; 2026Q1: 125,723 shares 125,723 $2.65M 0.01% +8,016 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,892 shares; 2025Q1: 7,625 shares; 2025Q2: 5,245 shares; 2025Q3: 5,140 shares; 2025Q4: 5,450 shares; 2026Q1: 5,432 shares 5,432 $2.63M 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: 2,742 shares; 2025Q2: 19,429 shares; 2025Q3: 17,309 shares; 2025Q4: 16,501 shares; 2026Q1: 27,290 shares 27,290 $2.61M 0.01% +10,789 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: 2,258 shares; 2024Q4: 3,041 shares; 2025Q1: 2,449 shares; 2025Q2: 23,104 shares; 2025Q3: 23,598 shares; 2025Q4: 23,488 shares; 2026Q1: 23,319 shares 23,319 $2.6M 0.01% -169 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: 5,369 shares; 2024Q4: 5,410 shares; 2025Q1: 5,390 shares; 2025Q2: 16,867 shares; 2025Q3: 16,798 shares; 2025Q4: 16,932 shares; 2026Q1: 17,775 shares 17,775 $2.59M 0.01% +843 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,436 shares; 2025Q3: 141,397 shares; 2025Q4: 110,104 shares; 2026Q1: 100,550 shares 100,550 $2.59M 0.01% -9,554 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: 15,503 shares; 2024Q4: 16,733 shares; 2025Q1: 16,703 shares; 2025Q2: 18,828 shares; 2025Q3: 17,681 shares; 2025Q4: 17,892 shares; 2026Q1: 34,378 shares 34,378 $2.58M 0.01% +16,486 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: 17,055 shares; 2024Q4: 19,540 shares; 2025Q1: 19,145 shares; 2025Q2: 21,237 shares; 2025Q3: 19,736 shares; 2025Q4: 17,831 shares; 2026Q1: 17,904 shares 17,904 $2.55M 0.01% +73 Timeline MLRG 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: 3,124 shares; 2025Q2: 34,179 shares; 2025Q3: 31,166 shares; 2025Q4: 28,288 shares; 2026Q1: 28,139 shares 28,139 $2.53M 0.01% -149 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: 9,016 shares; 2024Q4: 38,659 shares; 2025Q1: 43,183 shares; 2025Q2: 54,083 shares; 2025Q3: 69,659 shares; 2025Q4: 79,504 shares; 2026Q1: 81,692 shares 81,692 $2.51M 0.01% +2,188 Timeline VIOG 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: 16,438 shares; 2025Q1: 8,021 shares; 2025Q2: 23,493 shares; 2025Q3: 26,181 shares; 2025Q4: 21,957 shares; 2026Q1: 20,077 shares 20,077 $2.5M 0.01% -1,880 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: 70,196 shares; 2024Q4: 187,948 shares; 2025Q1: 184,877 shares; 2025Q2: 187,677 shares; 2025Q3: 184,493 shares; 2025Q4: 181,894 shares; 2026Q1: 97,305 shares 97,305 $2.49M 0.01% -84,589 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,194 shares; 2025Q3: 25,499 shares; 2025Q4: 26,879 shares; 2026Q1: 31,536 shares 31,536 $2.49M 0.01% +4,657 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: 1,649 shares; 2024Q4: 1,474 shares; 2025Q1: 934 shares; 2025Q2: 2,169 shares; 2025Q3: 2,982 shares; 2025Q4: 3,067 shares; 2026Q1: 2,653 shares 2,653 $2.44M <0.01% -414 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: 22,729 shares; 2024Q4: 36,905 shares; 2025Q1: 32,878 shares; 2025Q2: 26,996 shares; 2025Q3: 25,898 shares; 2025Q4: 27,879 shares; 2026Q1: 28,736 shares 28,736 $2.44M <0.01% +857 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: 27,437 shares; 2024Q4: 27,649 shares; 2025Q1: 28,556 shares; 2025Q2: 30,318 shares; 2025Q3: 28,432 shares; 2025Q4: 29,858 shares; 2026Q1: 23,405 shares 23,405 $2.4M <0.01% -6,453 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: 6,716 shares; 2024Q4: 9,447 shares; 2025Q1: 9,402 shares; 2025Q2: 10,570 shares; 2025Q3: 11,720 shares; 2025Q4: 12,156 shares; 2026Q1: 11,395 shares 11,395 $2.36M <0.01% -761 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 7,244 shares; 2025Q1: 7,033 shares; 2025Q2: 5,638 shares; 2025Q3: 4,972 shares; 2025Q4: 5,615 shares; 2026Q1: 5,472 shares 5,472 $2.32M <0.01% -143 Timeline DFNM 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: 29,668 shares; 2024Q4: 59,336 shares; 2025Q1: 70,058 shares; 2025Q2: 35,029 shares; 2025Q3: 48,174 shares; 2025Q4: 48,400 shares; 2026Q1: 48,400 shares 48,400 $2.32M <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,190 shares; 2024Q4: 56,880 shares; 2025Q1: 56,348 shares; 2025Q2: 54,863 shares; 2025Q3: 54,914 shares; 2025Q4: 69,164 shares; 2026Q1: 66,444 shares 66,444 $2.26M <0.01% -2,720 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: 10,760 shares; 2024Q4: 13,634 shares; 2025Q1: 12,468 shares; 2025Q2: 14,820 shares; 2025Q3: 14,912 shares; 2025Q4: 15,746 shares; 2026Q1: 15,193 shares 15,193 $2.25M <0.01% -553 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: 2,380 shares; 2024Q4: 6,473 shares; 2025Q1: 5,901 shares; 2025Q2: 5,748 shares; 2025Q3: 6,834 shares; 2025Q4: 8,479 shares; 2026Q1: 7,833 shares 7,833 $2.22M <0.01% -646 Timeline CWI 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: 63,601 shares; 2024Q4: 62,248 shares; 2025Q1: 60,538 shares; 2025Q2: 60,594 shares; 2025Q3: 60,551 shares; 2025Q4: 60,392 shares; 2026Q1: 60,149 shares 60,149 $2.2M <0.01% -243 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 15,112 shares; 2025Q1: 13,265 shares; 2025Q2: 13,779 shares; 2025Q3: 13,091 shares; 2025Q4: 13,585 shares; 2026Q1: 14,233 shares 14,233 $2.19M <0.01% +648 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: 45,901 shares; 2024Q4: 53,784 shares; 2025Q1: 53,470 shares; 2025Q2: 44,314 shares; 2025Q3: 42,112 shares; 2025Q4: 39,076 shares; 2026Q1: 37,874 shares 37,874 $2.15M <0.01% -1,202 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: 2,989 shares; 2024Q4: 33,788 shares; 2025Q1: 30,036 shares; 2025Q2: 11,316 shares; 2025Q3: 11,524 shares; 2025Q4: 13,029 shares; 2026Q1: 12,392 shares 12,392 $2.15M <0.01% -637 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: 5,042 shares; 2024Q4: 6,307 shares; 2025Q1: 5,042 shares; 2025Q2: 49,004 shares; 2025Q3: 46,996 shares; 2025Q4: 44,883 shares; 2026Q1: 44,572 shares 44,572 $2.12M <0.01% -311 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: 12,432 shares; 2024Q4: 13,427 shares; 2025Q1: 10,404 shares; 2025Q2: 9,985 shares; 2025Q3: 12,156 shares; 2025Q4: 19,007 shares; 2026Q1: 19,067 shares 19,067 $2.1M <0.01% +60 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: 44,707 shares; 2024Q4: 62,539 shares; 2025Q1: 60,905 shares; 2025Q2: 32,578 shares; 2025Q3: 33,313 shares; 2025Q4: 27,805 shares; 2026Q1: 28,220 shares 28,220 $2.1M <0.01% +415 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: 35,131 shares; 2024Q4: 27,895 shares; 2025Q1: 21,317 shares; 2025Q2: 20,215 shares; 2025Q3: 44,550 shares; 2025Q4: 37,550 shares; 2026Q1: 35,177 shares 35,177 $2.09M <0.01% -2,373 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: 13,179 shares; 2024Q4: 21,560 shares; 2025Q1: 16,338 shares; 2025Q2: 10,673 shares; 2025Q3: 11,431 shares; 2025Q4: 9,963 shares; 2026Q1: 10,147 shares 10,147 $2.09M <0.01% +184 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: 64,183 shares; 2024Q4: 93,884 shares; 2025Q1: 77,972 shares; 2025Q2: 68,493 shares; 2025Q3: 63,653 shares; 2025Q4: 55,508 shares; 2026Q1: 45,318 shares 45,318 $2.08M <0.01% -10,190 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: 5,224 shares; 2024Q4: 24,224 shares; 2025Q1: 25,439 shares; 2025Q2: 35,384 shares; 2025Q3: 43,059 shares; 2025Q4: 44,348 shares; 2026Q1: 42,549 shares 42,549 $2.07M <0.01% -1,799 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,877 shares; 2024Q4: 43,664 shares; 2025Q1: 41,399 shares; 2025Q2: 28,145 shares; 2025Q3: 41,752 shares; 2025Q4: 31,787 shares; 2026Q1: 26,523 shares 26,523 $2.05M <0.01% -5,264 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,433 shares; 2024Q4: 45,690 shares; 2025Q1: 39,599 shares; 2025Q2: 38,294 shares; 2025Q3: 40,632 shares; 2025Q4: 37,669 shares; 2026Q1: 38,743 shares 38,743 $2.02M <0.01% +1,074 Timeline QLD 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: 16,614 shares; 2024Q4: 16,271 shares; 2025Q1: 16,517 shares; 2025Q2: 16,391 shares; 2025Q3: 16,513 shares; 2025Q4: 32,834 shares; 2026Q1: 33,003 shares 33,003 $2.01M <0.01% +169 Timeline IBTK 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: 23,231 shares; 2024Q4: 44,573 shares; 2025Q1: 58,350 shares; 2025Q2: 58,608 shares; 2025Q3: 64,339 shares; 2025Q4: 96,560 shares; 2026Q1: 100,780 shares 100,780 $1.99M <0.01% +4,220 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: 8,845 shares; 2024Q4: 13,101 shares; 2025Q1: 11,812 shares; 2025Q2: 11,818 shares; 2025Q3: 11,565 shares; 2025Q4: 10,559 shares; 2026Q1: 10,622 shares 10,622 $1.96M <0.01% +63 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: 1,785 shares; 2024Q4: 1,929 shares; 2025Q1: 2,018 shares; 2025Q2: 4,755 shares; 2025Q3: 4,606 shares; 2025Q4: 4,547 shares; 2026Q1: 3,908 shares 3,908 $1.95M <0.01% -639 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: 2,818 shares; 2024Q4: 5,964 shares; 2025Q1: 5,834 shares; 2025Q2: 8,023 shares; 2025Q3: 7,777 shares; 2025Q4: 7,063 shares; 2026Q1: 6,445 shares 6,445 $1.95M <0.01% -618 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: 13,769 shares; 2024Q4: 13,374 shares; 2025Q1: 13,970 shares; 2025Q2: 11,263 shares; 2025Q3: 12,999 shares; 2025Q4: 12,235 shares; 2026Q1: 11,847 shares 11,847 $1.92M <0.01% -388 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: 6,623 shares; 2024Q4: 14,545 shares; 2025Q1: 11,416 shares; 2025Q2: 12,598 shares; 2025Q3: 14,106 shares; 2025Q4: 13,154 shares; 2026Q1: 13,055 shares 13,055 $1.89M <0.01% -99 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 21,579 shares; 2025Q1: 21,582 shares; 2025Q2: 21,776 shares; 2025Q3: 21,998 shares; 2025Q4: 22,819 shares; 2026Q1: 22,727 shares 22,727 $1.87M <0.01% -92 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: 28,809 shares; 2024Q4: 28,563 shares; 2025Q1: 26,806 shares; 2025Q2: 55,006 shares; 2025Q3: 47,165 shares; 2025Q4: 47,333 shares; 2026Q1: 37,622 shares 37,622 $1.84M <0.01% -9,711 Timeline IBLC 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: 45,972 shares; 2025Q4: 45,992 shares; 2026Q1: 49,603 shares 49,603 $1.81M <0.01% +3,611 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,144 shares; 2025Q1: 3,124 shares; 2025Q2: 2,999 shares; 2025Q3: 2,990 shares; 2025Q4: 16,881 shares; 2026Q1: 17,315 shares 17,315 $1.81M <0.01% +434 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,049 shares; 2024Q4: 327,426 shares; 2025Q1: 103,228 shares; 2025Q2: 74,268 shares; 2025Q3: 74,495 shares; 2025Q4: 88,729 shares; 2026Q1: 70,156 shares 70,156 $1.75M <0.01% -18,573 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,877 shares; 2024Q4: 13,254 shares; 2025Q1: 15,221 shares; 2025Q2: 16,337 shares; 2025Q3: 16,316 shares; 2025Q4: 22,115 shares; 2026Q1: 16,336 shares 16,336 $1.74M <0.01% -5,779 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: 1,531 shares; 2025Q1: 1,397 shares; 2025Q2: 1,401 shares; 2025Q3: 1,991 shares; 2025Q4: 2,455 shares; 2026Q1: 1,949 shares 1,949 $1.7M <0.01% -506 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: 2,632 shares; 2024Q4: 2,463 shares; 2025Q1: 2,391 shares; 2025Q2: 2,929 shares; 2025Q3: 2,918 shares; 2025Q4: 2,535 shares; 2026Q1: 2,782 shares 2,782 $1.68M <0.01% +247 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: 4,532 shares; 2024Q4: 11,119 shares; 2025Q1: 9,667 shares; 2025Q2: 9,296 shares; 2025Q3: 9,675 shares; 2025Q4: 11,252 shares; 2026Q1: 8,672 shares 8,672 $1.67M <0.01% -2,580 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,619 shares; 2025Q2: 1,870 shares; 2025Q3: 1,900 shares; 2025Q4: 1,941 shares; 2026Q1: 1,950 shares 1,950 $1.65M <0.01% +9 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,970 shares; 2024Q4: 60,560 shares; 2025Q1: 93,597 shares; 2025Q2: 94,472 shares; 2025Q3: 70,804 shares; 2025Q4: 72,793 shares; 2026Q1: 103,380 shares 103,380 $1.64M <0.01% +30,587 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: 11,147 shares; 2024Q4: 10,502 shares; 2025Q1: 10,601 shares; 2025Q2: 16,419 shares; 2025Q3: 16,884 shares; 2025Q4: 28,103 shares; 2026Q1: 26,585 shares 26,585 $1.63M <0.01% -1,518 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: 29,850 shares; 2024Q4: 46,295 shares; 2025Q1: 35,033 shares; 2025Q2: 18,739 shares; 2025Q3: 15,679 shares; 2025Q4: 15,337 shares; 2026Q1: 14,660 shares 14,660 $1.62M <0.01% -677 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: 18,929 shares; 2024Q4: 22,097 shares; 2025Q1: 21,511 shares; 2025Q2: 24,113 shares; 2025Q3: 24,871 shares; 2025Q4: 23,429 shares; 2026Q1: 23,013 shares 23,013 $1.62M <0.01% -416 Timeline BBSC 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: 19,600 shares; 2025Q2: 19,657 shares; 2025Q3: 21,577 shares; 2025Q4: 21,448 shares; 2026Q1: 21,331 shares 21,331 $1.6M <0.01% -117 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 24,064 shares; 2025Q1: 23,517 shares; 2025Q2: 23,200 shares; 2025Q3: 24,604 shares; 2025Q4: 24,423 shares; 2026Q1: 22,933 shares 22,933 $1.58M <0.01% -1,490 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: 37,599 shares; 2024Q4: 39,573 shares; 2025Q1: 37,758 shares; 2025Q2: 37,342 shares; 2025Q3: 36,721 shares; 2025Q4: 36,315 shares; 2026Q1: 33,727 shares 33,727 $1.58M <0.01% -2,588 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,823 shares; 2025Q3: 11,823 shares; 2025Q4: 10,863 shares; 2026Q1: 10,863 shares 10,863 $1.55M <0.01% 0 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: 4,957 shares; 2024Q4: 12,375 shares; 2025Q1: 13,546 shares; 2025Q2: 15,311 shares; 2025Q3: 14,089 shares; 2025Q4: 15,876 shares; 2026Q1: 16,507 shares 16,507 $1.53M <0.01% +631 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: 3,568 shares; 2024Q4: 7,209 shares; 2025Q1: 5,078 shares; 2025Q2: 4,344 shares; 2025Q3: 4,609 shares; 2025Q4: 4,181 shares; 2026Q1: 4,274 shares 4,274 $1.5M <0.01% +93 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: 2,407 shares; 2024Q4: 3,835 shares; 2025Q1: 2,398 shares; 2025Q2: 4,536 shares; 2025Q3: 4,314 shares; 2025Q4: 5,051 shares; 2026Q1: 5,396 shares 5,396 $1.46M <0.01% +345 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: 12,098 shares; 2025Q1: 10,980 shares; 2025Q2: 16,031 shares; 2025Q3: 16,211 shares; 2025Q4: 17,780 shares; 2026Q1: 16,393 shares 16,393 $1.45M <0.01% -1,387 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: 10,202 shares; 2024Q4: 15,013 shares; 2025Q1: 13,978 shares; 2025Q2: 14,793 shares; 2025Q3: 17,282 shares; 2025Q4: 19,015 shares; 2026Q1: 18,081 shares 18,081 $1.44M <0.01% -934 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,893 shares; 2025Q3: 5,473 shares; 2025Q4: 7,822 shares; 2026Q1: 18,818 shares 18,818 $1.44M <0.01% +10,996 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: 5,376 shares; 2024Q4: 5,902 shares; 2025Q1: 5,652 shares; 2025Q2: 9,300 shares; 2025Q3: 8,907 shares; 2025Q4: 8,856 shares; 2026Q1: 8,862 shares 8,862 $1.43M <0.01% +6 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,674 shares; 2025Q3: 28,047 shares; 2025Q4: 31,573 shares; 2026Q1: 27,944 shares 27,944 $1.42M <0.01% -3,629 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,774 shares; 2025Q3: 31,578 shares; 2025Q4: 27,216 shares; 2026Q1: 26,500 shares 26,500 $1.4M <0.01% -716 Timeline IBMO 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: 42,382 shares; 2024Q4: 44,294 shares; 2025Q1: 32,608 shares; 2025Q2: 44,232 shares; 2025Q3: 58,852 shares; 2025Q4: 59,215 shares; 2026Q1: 54,522 shares 54,522 $1.4M <0.01% -4,693 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: 43,231 shares; 2024Q4: 45,496 shares; 2025Q1: 39,784 shares; 2025Q2: 39,784 shares; 2025Q3: 39,815 shares; 2025Q4: 39,934 shares; 2026Q1: 32,725 shares 32,725 $1.39M <0.01% -7,209 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: not reported; 2024Q4: 3,440 shares; 2025Q1: 3,017 shares; 2025Q2: 4,382 shares; 2025Q3: 4,477 shares; 2025Q4: 6,995 shares; 2026Q1: 6,157 shares 6,157 $1.39M <0.01% -838 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: 996 shares; 2024Q4: 2,884 shares; 2025Q1: 1,527 shares; 2025Q2: 2,097 shares; 2025Q3: 2,175 shares; 2025Q4: 1,935 shares; 2026Q1: 1,913 shares 1,913 $1.36M <0.01% -22 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: 25,249 shares; 2024Q4: 25,258 shares; 2025Q1: 25,296 shares; 2025Q2: 25,296 shares; 2025Q3: 25,335 shares; 2025Q4: 25,335 shares; 2026Q1: 25,627 shares 25,627 $1.35M <0.01% +292 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,024 shares; 2025Q1: 25,344 shares; 2025Q2: 30,750 shares; 2025Q3: 31,066 shares; 2025Q4: 32,086 shares; 2026Q1: 30,287 shares 30,287 $1.34M <0.01% -1,799 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,204 shares; 2025Q1: 2,538 shares; 2025Q2: 5,366 shares; 2025Q3: 5,516 shares; 2025Q4: 4,937 shares; 2026Q1: 4,841 shares 4,841 $1.32M <0.01% -96 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 83,682 shares; 2025Q1: 81,397 shares; 2025Q2: 85,493 shares; 2025Q3: 85,469 shares; 2025Q4: 97,411 shares; 2026Q1: 106,033 shares 106,033 $1.28M <0.01% +8,622 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: 18,589 shares; 2024Q4: 30,987 shares; 2025Q1: 23,591 shares; 2025Q2: 13,613 shares; 2025Q3: 12,839 shares; 2025Q4: 12,635 shares; 2026Q1: 12,642 shares 12,642 $1.26M <0.01% +7 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,433 shares 29,433 $1.25M <0.01% new 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: not reported; 2024Q4: 5,821 shares; 2025Q1: 5,760 shares; 2025Q2: 7,075 shares; 2025Q3: 7,115 shares; 2025Q4: 7,147 shares; 2026Q1: 7,135 shares 7,135 $1.23M <0.01% -12 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: 818 shares; 2024Q4: 686 shares; 2025Q1: 865 shares; 2025Q2: 3,761 shares; 2025Q3: 3,807 shares; 2025Q4: 3,755 shares; 2026Q1: 3,746 shares 3,746 $1.23M <0.01% -9 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: 6,638 shares; 2024Q4: 10,531 shares; 2025Q1: 10,594 shares; 2025Q2: 10,722 shares; 2025Q3: 11,014 shares; 2025Q4: 14,042 shares; 2026Q1: 7,474 shares 7,474 $1.23M <0.01% -6,568 Timeline JPSE 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: 26,460 shares; 2025Q3: 24,686 shares; 2025Q4: 24,343 shares; 2026Q1: 23,210 shares 23,210 $1.22M <0.01% -1,133 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 10,606 shares; 2025Q1: 10,598 shares; 2025Q2: 10,721 shares; 2025Q3: 10,802 shares; 2025Q4: 14,429 shares; 2026Q1: 5,869 shares 5,869 $1.22M <0.01% -8,560 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: 16,080 shares; 2024Q4: 19,851 shares; 2025Q1: 15,999 shares; 2025Q2: 13,651 shares; 2025Q3: 14,368 shares; 2025Q4: 14,062 shares; 2026Q1: 13,573 shares 13,573 $1.22M <0.01% -489 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 12,465 shares; 2025Q1: 12,465 shares; 2025Q2: 24,738 shares; 2025Q3: 24,801 shares; 2025Q4: 26,783 shares; 2026Q1: 26,703 shares 26,703 $1.2M <0.01% -80 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,162 shares; 2026Q1: 24,156 shares 24,156 $1.2M <0.01% +5,994 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: 1,162 shares; 2024Q4: 3,097 shares; 2025Q1: 2,138 shares; 2025Q2: 2,449 shares; 2025Q3: 2,589 shares; 2025Q4: 2,607 shares; 2026Q1: 3,355 shares 3,355 $1.2M <0.01% +748 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 9,116 shares; 2026Q1: 7,175 shares 7,175 $1.2M <0.01% -1,941 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 65,710 shares; 2025Q1: 20,235 shares; 2025Q2: 8,605 shares; 2025Q3: 6,724 shares; 2025Q4: 25,209 shares; 2026Q1: 14,489 shares 14,489 $1.2M <0.01% -10,720 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: 25,059 shares; 2024Q4: 42,639 shares; 2025Q1: 39,515 shares; 2025Q2: 42,214 shares; 2025Q3: 45,777 shares; 2025Q4: 24,478 shares; 2026Q1: 23,792 shares 23,792 $1.19M <0.01% -686 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: 5,945 shares; 2024Q4: 7,849 shares; 2025Q1: 9,133 shares; 2025Q2: 8,044 shares; 2025Q3: 11,402 shares; 2025Q4: 17,272 shares; 2026Q1: 8,114 shares 8,114 $1.19M <0.01% -9,158 Timeline IBTL 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: 17,329 shares; 2024Q4: 27,098 shares; 2025Q1: 40,293 shares; 2025Q2: 39,849 shares; 2025Q3: 39,861 shares; 2025Q4: 56,554 shares; 2026Q1: 57,444 shares 57,444 $1.17M <0.01% +890 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: 1,045 shares; 2024Q4: 4,381 shares; 2025Q1: 4,573 shares; 2025Q2: 4,623 shares; 2025Q3: 4,702 shares; 2025Q4: 4,323 shares; 2026Q1: 4,666 shares 4,666 $1.13M <0.01% +343 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: 3,999 shares; 2024Q4: 5,430 shares; 2025Q1: 5,844 shares; 2025Q2: 7,491 shares; 2025Q3: 7,540 shares; 2025Q4: 7,518 shares; 2026Q1: 7,475 shares 7,475 $1.13M <0.01% -43 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: 3,771 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 15,948 shares; 2025Q3: 13,785 shares; 2025Q4: 14,336 shares; 2026Q1: 14,268 shares 14,268 $1.12M <0.01% -68 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,939 shares; 2025Q1: 1,821 shares; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 5,313 shares; 2026Q1: 5,815 shares 5,815 $1.12M <0.01% +502 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: 8,587 shares; 2024Q4: 8,949 shares; 2025Q1: 8,814 shares; 2025Q2: 10,196 shares; 2025Q3: 10,270 shares; 2025Q4: 21,037 shares; 2026Q1: 22,123 shares 22,123 $1.11M <0.01% +1,086 Timeline IBMQ 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: 13,967 shares; 2025Q4: 44,197 shares; 2026Q1: 42,838 shares 42,838 $1.09M <0.01% -1,359 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 2,693 shares; 2025Q4: 2,437 shares; 2026Q1: 5,077 shares 5,077 $1.08M <0.01% +2,640 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,046 shares; 2025Q3: 4,568 shares; 2025Q4: 4,178 shares; 2026Q1: 2,706 shares 2,706 $1.08M <0.01% -1,472 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 3,771 shares; 2026Q1: 3,794 shares 3,794 $1.06M <0.01% +23 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: 4,254 shares; 2024Q4: 4,092 shares; 2025Q1: 4,401 shares; 2025Q2: 3,912 shares; 2025Q3: 3,927 shares; 2025Q4: 3,921 shares; 2026Q1: 4,411 shares 4,411 $1.06M <0.01% +490 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: 1,104 shares; 2025Q1: 1,404 shares; 2025Q2: 2,683 shares; 2025Q3: 2,771 shares; 2025Q4: 3,466 shares; 2026Q1: 3,091 shares 3,091 $1.04M <0.01% -375 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: 9,239 shares; 2024Q4: 11,424 shares; 2025Q1: 13,963 shares; 2025Q2: 14,098 shares; 2025Q3: 15,558 shares; 2025Q4: 14,949 shares; 2026Q1: 13,193 shares 13,193 $1.04M <0.01% -1,756 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,640 shares; 2025Q1: 3,682 shares; 2025Q2: 6,701 shares; 2025Q3: 6,692 shares; 2025Q4: 6,674 shares; 2026Q1: 6,772 shares 6,772 $1.03M <0.01% +98 Timeline IBMP 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: 12,472 shares; 2024Q4: 36,559 shares; 2025Q1: 23,683 shares; 2025Q2: 31,236 shares; 2025Q3: 40,583 shares; 2025Q4: 41,867 shares; 2026Q1: 40,429 shares 40,429 $1.03M <0.01% -1,438 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: 6,502 shares; 2025Q1: 6,469 shares; 2025Q2: 8,936 shares; 2025Q3: 8,978 shares; 2025Q4: 8,906 shares; 2026Q1: 9,215 shares 9,215 $1.02M <0.01% +309 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: 13,659 shares; 2024Q4: 16,057 shares; 2025Q1: 15,408 shares; 2025Q2: 19,070 shares; 2025Q3: 19,754 shares; 2025Q4: 19,048 shares; 2026Q1: 14,086 shares 14,086 $1.02M <0.01% -4,962 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: 7,163 shares; 2024Q4: 6,574 shares; 2025Q1: 6,878 shares; 2025Q2: 10,052 shares; 2025Q3: 9,718 shares; 2025Q4: 9,354 shares; 2026Q1: 8,370 shares 8,370 $1.01M <0.01% -984 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 10,654 shares; 2025Q1: 6,959 shares; 2025Q2: 22,464 shares; 2025Q3: 22,643 shares; 2025Q4: 19,926 shares; 2026Q1: 20,342 shares 20,342 $1M <0.01% +416 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: 3,807 shares; 2024Q4: 7,558 shares; 2025Q1: 7,332 shares; 2025Q2: 9,658 shares; 2025Q3: 9,783 shares; 2025Q4: 8,460 shares; 2026Q1: 8,345 shares 8,345 $1M <0.01% -115 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: 3,351 shares; 2024Q4: 9,581 shares; 2025Q1: 11,506 shares; 2025Q2: 6,495 shares; 2025Q3: 7,210 shares; 2025Q4: 7,652 shares; 2026Q1: 7,215 shares 7,215 $998K <0.01% -437 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: 5,473 shares; 2024Q4: 10,320 shares; 2025Q1: 6,537 shares; 2025Q2: 12,501 shares; 2025Q3: 13,053 shares; 2025Q4: 13,166 shares; 2026Q1: 12,840 shares 12,840 $976K <0.01% -326 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 16,500 shares; 2025Q1: 17,352 shares; 2025Q2: 24,225 shares; 2025Q3: 26,537 shares; 2025Q4: 25,135 shares; 2026Q1: 17,934 shares 17,934 $970K <0.01% -7,201 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,988 shares; 2024Q4: 19,933 shares; 2025Q1: 14,446 shares; 2025Q2: 14,781 shares; 2025Q3: 20,139 shares; 2025Q4: 18,862 shares; 2026Q1: 16,260 shares 16,260 $965K <0.01% -2,602 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO 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: 250,347 shares; 2025Q3: 104,814 shares; 2025Q4: 105,033 shares; 2026Q1: 105,033 shares 105,033 $956K <0.01% 0 Timeline EDV 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: 132,294 shares; 2025Q1: 24,536 shares; 2025Q2: 20,931 shares; 2025Q3: 10,026 shares; 2025Q4: 34,969 shares; 2026Q1: 14,658 shares 14,658 $952K <0.01% -20,311 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,397 shares; 2025Q4: 40,535 shares; 2026Q1: 42,855 shares 42,855 $944K <0.01% +2,320 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: 3,088 shares; 2025Q3: 3,066 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares 3,012 $940K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 5,342 shares; 2025Q1: 19,419 shares; 2025Q2: 12,704 shares; 2025Q3: 11,404 shares; 2025Q4: 11,845 shares; 2026Q1: 11,450 shares 11,450 $935K <0.01% -395 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: 5,460 shares; 2024Q4: 5,442 shares; 2025Q1: 5,438 shares; 2025Q2: 5,439 shares; 2025Q3: 9,347 shares; 2025Q4: 10,089 shares; 2026Q1: 6,737 shares 6,737 $932K <0.01% -3,352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,648 shares 17,648 $900K <0.01% new 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: 2,343 shares; 2024Q4: 2,145 shares; 2025Q1: 2,007 shares; 2025Q2: 4,974 shares; 2025Q3: 6,457 shares; 2025Q4: 5,245 shares; 2026Q1: 4,393 shares 4,393 $894K <0.01% -852 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 6,936 shares; 2025Q3: 7,118 shares; 2025Q4: 7,151 shares; 2026Q1: 6,753 shares 6,753 $891K <0.01% -398 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 2,678 shares; 2025Q4: 2,873 shares; 2026Q1: 2,580 shares 2,580 $882K <0.01% -293 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 9,826 shares; 2025Q4: 16,016 shares; 2026Q1: 16,170 shares 16,170 $860K <0.01% +154 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 7,061 shares; 2025Q1: 6,687 shares; 2025Q2: 6,777 shares; 2025Q3: 6,762 shares; 2025Q4: 6,687 shares; 2026Q1: 6,861 shares 6,861 $859K <0.01% +174 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,418 shares 11,418 $851K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 3,441 shares; 2025Q3: 3,554 shares; 2025Q4: 7,047 shares; 2026Q1: 7,723 shares 7,723 $842K <0.01% +676 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: 16,128 shares; 2024Q4: 25,546 shares; 2025Q1: 28,094 shares; 2025Q2: 34,653 shares; 2025Q3: 29,482 shares; 2025Q4: 29,979 shares; 2026Q1: 29,020 shares 29,020 $841K <0.01% -959 Timeline XLP 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: 9,898 shares; 2025Q3: 10,773 shares; 2025Q4: 10,077 shares; 2026Q1: 10,145 shares 10,145 $832K <0.01% +68 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,770 shares; 2024Q4: 63,448 shares; 2025Q1: 63,499 shares; 2025Q2: 62,733 shares; 2025Q3: 59,247 shares; 2025Q4: 50,176 shares; 2026Q1: 45,706 shares 45,706 $820K <0.01% -4,470 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: 1,905 shares; 2024Q4: 5,256 shares; 2025Q1: 4,848 shares; 2025Q2: 5,267 shares; 2025Q3: 5,051 shares; 2025Q4: 5,200 shares; 2026Q1: 4,301 shares 4,301 $803K <0.01% -899 Timeline DEM 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: 16,107 shares; 2024Q4: 16,458 shares; 2025Q1: 16,083 shares; 2025Q2: 16,083 shares; 2025Q3: 16,083 shares; 2025Q4: 16,083 shares; 2026Q1: 16,136 shares 16,136 $802K <0.01% +53 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: 1,783 shares; 2024Q4: 2,705 shares; 2025Q1: 2,341 shares; 2025Q2: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 5,525 shares; 2026Q1: 5,373 shares 5,373 $788K <0.01% -152 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: 1,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,471 shares; 2025Q3: 4,324 shares; 2025Q4: 4,321 shares; 2026Q1: 4,311 shares 4,311 $782K <0.01% -10 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: 22,649 shares; 2025Q3: 22,668 shares; 2025Q4: 22,668 shares; 2026Q1: 23,195 shares 23,195 $781K <0.01% +527 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 36,807 shares; 2025Q1: 39,565 shares; 2025Q2: 34,802 shares; 2025Q3: 32,483 shares; 2025Q4: 30,913 shares; 2026Q1: 27,030 shares 27,030 $776K <0.01% -3,883 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,261 shares; 2025Q3: 15,849 shares; 2025Q4: 14,658 shares; 2026Q1: 14,496 shares 14,496 $774K <0.01% -162 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,579 shares; 2025Q3: 6,908 shares; 2025Q4: 6,692 shares; 2026Q1: 6,965 shares 6,965 $768K <0.01% +273 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: 882 shares; 2025Q3: 2,963 shares; 2025Q4: 2,938 shares; 2026Q1: 2,867 shares 2,867 $765K <0.01% -71 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: 1,530 shares; 2024Q4: 4,146 shares; 2025Q1: 4,001 shares; 2025Q2: 4,120 shares; 2025Q3: 3,821 shares; 2025Q4: 3,376 shares; 2026Q1: 3,220 shares 3,220 $761K <0.01% -156 Timeline VTWG 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: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,715 shares; 2026Q1: 3,320 shares 3,320 $760K <0.01% -395 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: 3,419 shares; 2024Q4: 1,594 shares; 2025Q1: 1,619 shares; 2025Q2: 1,934 shares; 2025Q3: 2,013 shares; 2025Q4: 1,759 shares; 2026Q1: 1,346 shares 1,346 $758K <0.01% -413 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: not reported; 2024Q4: 2,372 shares; 2025Q1: 2,645 shares; 2025Q2: 4,875 shares; 2025Q3: 4,832 shares; 2025Q4: 4,943 shares; 2026Q1: 4,379 shares 4,379 $758K <0.01% -564 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,481 shares; 2024Q4: 27,658 shares; 2025Q1: 18,590 shares; 2025Q2: 6,539 shares; 2025Q3: 5,609 shares; 2025Q4: 5,561 shares; 2026Q1: 5,481 shares 5,481 $738K <0.01% -80 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: 2,904 shares; 2024Q4: 2,421 shares; 2025Q1: 1,869 shares; 2025Q2: 5,092 shares; 2025Q3: 5,512 shares; 2025Q4: 3,174 shares; 2026Q1: 4,451 shares 4,451 $736K <0.01% +1,277 Timeline VALQ 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: 12,947 shares; 2025Q3: 12,176 shares; 2025Q4: 11,190 shares; 2026Q1: 11,190 shares 11,190 $728K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,570 shares 10,570 $720K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 7,994 shares; 2025Q1: 8,024 shares; 2025Q2: 6,563 shares; 2025Q3: 6,183 shares; 2025Q4: 6,224 shares; 2026Q1: 6,520 shares 6,520 $715K <0.01% +296 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,822 shares; 2024Q4: 8,655 shares; 2025Q1: 8,315 shares; 2025Q2: 8,348 shares; 2025Q3: 7,896 shares; 2025Q4: 8,233 shares; 2026Q1: 8,447 shares 8,447 $715K <0.01% +214 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,523 shares; 2025Q1: 2,629 shares; 2025Q2: 4,406 shares; 2025Q3: 4,207 shares; 2025Q4: 4,141 shares; 2026Q1: 8,187 shares 8,187 $714K <0.01% +4,046 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 2,559 shares; 2025Q1: 2,518 shares; 2025Q2: 2,657 shares; 2025Q3: 2,682 shares; 2025Q4: 2,887 shares; 2026Q1: 2,920 shares 2,920 $710K <0.01% +33 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: 2,099 shares; 2025Q3: 2,166 shares; 2025Q4: 2,205 shares; 2026Q1: 2,187 shares 2,187 $696K <0.01% -18 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 7,889 shares; 2025Q3: 8,199 shares; 2025Q4: 8,116 shares; 2026Q1: 7,595 shares 7,595 $691K <0.01% -521 Timeline ARTY 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: 12,556 shares; 2025Q1: 12,044 shares; 2025Q2: 12,092 shares; 2025Q3: 14,693 shares; 2025Q4: 14,751 shares; 2026Q1: 14,739 shares 14,739 $686K <0.01% -12 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,789 shares; 2025Q1: 8,622 shares; 2025Q2: 8,783 shares; 2025Q3: 9,441 shares; 2025Q4: 9,964 shares; 2026Q1: 9,369 shares 9,369 $681K <0.01% -595 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 17,005 shares 17,005 $676K <0.01% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,031 shares; 2025Q3: 12,046 shares; 2025Q4: 13,658 shares; 2026Q1: 15,239 shares 15,239 $672K <0.01% +1,581 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,523 shares; 2025Q3: 5,497 shares; 2025Q4: 6,989 shares; 2026Q1: 3,627 shares 3,627 $662K <0.01% -3,362 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: 819 shares; 2024Q4: 1,943 shares; 2025Q1: 1,183 shares; 2025Q2: 1,798 shares; 2025Q3: 2,111 shares; 2025Q4: 2,419 shares; 2026Q1: 2,098 shares 2,098 $652K <0.01% -321 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,729 shares; 2025Q1: 1,609 shares; 2025Q2: 1,885 shares; 2025Q3: 3,291 shares; 2025Q4: 1,378 shares; 2026Q1: 1,405 shares 1,405 $651K <0.01% +27 Timeline VOX 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: 3,732 shares; 2025Q3: 3,599 shares; 2025Q4: 3,579 shares; 2026Q1: 3,589 shares 3,589 $645K <0.01% +10 Timeline AVRE 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: 12,628 shares; 2024Q4: 13,045 shares; 2025Q1: 13,127 shares; 2025Q2: 16,116 shares; 2025Q3: 16,087 shares; 2025Q4: 14,497 shares; 2026Q1: 14,497 shares 14,497 $638K <0.01% 0 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: 2,666 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,698 shares; 2025Q3: 2,736 shares; 2025Q4: 2,543 shares; 2026Q1: 2,559 shares 2,559 $637K <0.01% +16 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: 3,144 shares; 2024Q4: 9,745 shares; 2025Q1: 9,664 shares; 2025Q2: 7,329 shares; 2025Q3: 7,247 shares; 2025Q4: 7,247 shares; 2026Q1: 7,596 shares 7,596 $635K <0.01% +349 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: 10,506 shares; 2024Q4: 10,580 shares; 2025Q1: 10,602 shares; 2025Q2: 12,667 shares; 2025Q3: 13,688 shares; 2025Q4: 13,792 shares; 2026Q1: 13,649 shares 13,649 $631K <0.01% -143 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,156 shares; 2025Q1: 2,443 shares; 2025Q2: 2,799 shares; 2025Q3: 2,480 shares; 2025Q4: 2,726 shares; 2026Q1: 3,265 shares 3,265 $627K <0.01% +539 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,895 shares; 2025Q1: 3,893 shares; 2025Q2: 1,823 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,782 shares 3,782 $621K <0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,945 shares; 2025Q1: 2,527 shares; 2025Q2: 5,229 shares; 2025Q3: 4,320 shares; 2025Q4: 3,971 shares; 2026Q1: 3,863 shares 3,863 $617K <0.01% -108 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: not reported; 2024Q4: 8,308 shares; 2025Q1: 8,573 shares; 2025Q2: 9,111 shares; 2025Q3: 9,022 shares; 2025Q4: 9,680 shares; 2026Q1: 6,350 shares 6,350 $612K <0.01% -3,330 Timeline IBTM 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: 15,405 shares; 2024Q4: 16,801 shares; 2025Q1: 23,546 shares; 2025Q2: 24,206 shares; 2025Q3: 24,220 shares; 2025Q4: 25,967 shares; 2026Q1: 26,658 shares 26,658 $611K <0.01% +691 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: 425 shares; 2025Q3: 424 shares; 2025Q4: 431 shares; 2026Q1: 437 shares 437 $603K <0.01% +6 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,248 shares; 2025Q1: 4,174 shares; 2025Q2: 4,206 shares; 2025Q3: 4,215 shares; 2025Q4: 4,370 shares; 2026Q1: 4,359 shares 4,359 $593K <0.01% -11 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,488 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,145 shares; 2026Q1: 1,840 shares 1,840 $585K <0.01% -305 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,704 shares; 2025Q1: 2,205 shares; 2025Q2: 4,925 shares; 2025Q3: 5,054 shares; 2025Q4: 3,524 shares; 2026Q1: 3,744 shares 3,744 $581K <0.01% +220 Timeline ILCV 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: 7,842 shares; 2025Q3: 6,934 shares; 2025Q4: 6,819 shares; 2026Q1: 6,227 shares 6,227 $580K <0.01% -592 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,534 shares; 2025Q3: 7,925 shares; 2025Q4: 7,938 shares; 2026Q1: 6,223 shares 6,223 $576K <0.01% -1,715 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,634 shares; 2025Q1: 2,579 shares; 2025Q2: 5,193 shares; 2025Q3: 3,549 shares; 2025Q4: 3,950 shares; 2026Q1: 3,679 shares 3,679 $571K <0.01% -271 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: 737 shares; 2025Q1: 772 shares; 2025Q2: 1,874 shares; 2025Q3: 2,047 shares; 2025Q4: 2,210 shares; 2026Q1: 1,885 shares 1,885 $570K <0.01% -325 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 11,808 shares; 2025Q1: 8,854 shares; 2025Q2: 8,972 shares; 2025Q3: 8,953 shares; 2025Q4: 8,225 shares; 2026Q1: 9,126 shares 9,126 $563K <0.01% +901 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,085 shares; 2025Q2: 12,093 shares; 2025Q3: 12,489 shares; 2025Q4: 11,275 shares; 2026Q1: 11,264 shares 11,264 $558K <0.01% -11 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,845 shares; 2024Q4: 18,188 shares; 2025Q1: 17,764 shares; 2025Q2: 17,363 shares; 2025Q3: 17,315 shares; 2025Q4: 17,398 shares; 2026Q1: 17,268 shares 17,268 $556K <0.01% -130 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,483 shares; 2025Q1: 11,804 shares; 2025Q2: 15,569 shares; 2025Q3: 20,154 shares; 2025Q4: 16,205 shares; 2026Q1: 19,727 shares 19,727 $554K <0.01% +3,522 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: not reported; 2024Q4: 4,390 shares; 2025Q1: 4,336 shares; 2025Q2: 6,465 shares; 2025Q3: 6,461 shares; 2025Q4: 6,280 shares; 2026Q1: 6,414 shares 6,414 $547K <0.01% +134 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: 5,629 shares; 2025Q1: 4,126 shares; 2025Q2: 4,314 shares; 2025Q3: 4,487 shares; 2025Q4: 4,807 shares; 2026Q1: 4,662 shares 4,662 $529K <0.01% -145 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 6,377 shares; 2025Q1: 3,889 shares; 2025Q2: 3,652 shares; 2025Q3: 4,946 shares; 2025Q4: 5,288 shares; 2026Q1: 3,632 shares 3,632 $527K <0.01% -1,656 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,016 shares; 2025Q1: 8,526 shares; 2025Q2: 8,055 shares; 2025Q3: 8,070 shares; 2025Q4: 8,018 shares; 2026Q1: 8,349 shares 8,349 $522K <0.01% +331 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 6,833 shares; 2025Q2: 6,713 shares; 2025Q3: 6,836 shares; 2025Q4: 8,758 shares; 2026Q1: 7,263 shares 7,263 $522K <0.01% -1,495 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: 1,617 shares; 2025Q1: 1,571 shares; 2025Q2: 1,613 shares; 2025Q3: 1,724 shares; 2025Q4: 1,554 shares; 2026Q1: 1,512 shares 1,512 $519K <0.01% -42 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: 55,945 shares; 2024Q4: 57,354 shares; 2025Q1: 52,344 shares; 2025Q2: 45,454 shares; 2025Q3: 53,446 shares; 2025Q4: 31,770 shares; 2026Q1: 44,877 shares 44,877 $518K <0.01% +13,107 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,964 shares; 2025Q3: 14,852 shares; 2025Q4: 15,615 shares; 2026Q1: 15,661 shares 15,661 $510K <0.01% +46 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,854 shares; 2025Q4: not reported; 2026Q1: 7,627 shares 7,627 $507K <0.01% 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: 15,634 shares; 2024Q4: 11,647 shares; 2025Q1: 8,775 shares; 2025Q2: 9,481 shares; 2025Q3: 9,363 shares; 2025Q4: 7,118 shares; 2026Q1: 3,931 shares 3,931 $506K <0.01% -3,187 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: 13,299 shares; 2024Q4: 13,107 shares; 2025Q1: 14,228 shares; 2025Q2: 12,531 shares; 2025Q3: 11,201 shares; 2025Q4: 10,997 shares; 2026Q1: 11,124 shares 11,124 $503K <0.01% +127 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: 2,401 shares; 2025Q1: 1,983 shares; 2025Q2: 2,789 shares; 2025Q3: 3,147 shares; 2025Q4: 3,321 shares; 2026Q1: 3,608 shares 3,608 $503K <0.01% +287 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 1,826 shares; 2025Q4: 1,589 shares; 2026Q1: 1,399 shares 1,399 $498K <0.01% -190 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,667 shares; 2025Q1: 3,368 shares; 2025Q2: 3,451 shares; 2025Q3: 3,527 shares; 2025Q4: 3,372 shares; 2026Q1: 3,192 shares 3,192 $496K <0.01% -180 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: 4,402 shares; 2024Q4: 19,918 shares; 2025Q1: 12,609 shares; 2025Q2: 17,741 shares; 2025Q3: 19,139 shares; 2025Q4: 14,722 shares; 2026Q1: 17,576 shares 17,576 $489K <0.01% +2,854 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares; 2026Q1: 2,312 shares 2,312 $486K <0.01% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,330 shares; 2026Q1: 1,340 shares 1,340 $481K <0.01% +10 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: 3,409 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,297 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares 3,383 $481K <0.01% 0 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: 1,626 shares; 2026Q1: 1,615 shares 1,615 $479K <0.01% -11 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,683 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 3,508 shares; 2025Q4: 3,656 shares; 2026Q1: 3,540 shares 3,540 $479K <0.01% -116 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 24,113 shares; 2025Q1: 24,137 shares; 2025Q2: 23,593 shares; 2025Q3: 23,453 shares; 2025Q4: 22,988 shares; 2026Q1: 19,402 shares 19,402 $471K <0.01% -3,586 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: 2,583 shares; 2025Q1: 3,392 shares; 2025Q2: 3,045 shares; 2025Q3: 2,702 shares; 2025Q4: 3,143 shares; 2026Q1: 3,805 shares 3,805 $467K <0.01% +662 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 15,687 shares; 2025Q1: 15,681 shares; 2025Q2: 16,188 shares; 2025Q3: 16,202 shares; 2025Q4: 22,358 shares; 2026Q1: 18,976 shares 18,976 $463K <0.01% -3,382 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,097 shares; 2025Q3: 5,949 shares; 2025Q4: 5,668 shares; 2026Q1: 5,322 shares 5,322 $461K <0.01% -346 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: 7,460 shares; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 10,115 shares; 2025Q3: 10,374 shares; 2025Q4: 10,533 shares; 2026Q1: 8,316 shares 8,316 $460K <0.01% -2,217 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 2,373 shares; 2025Q4: 2,711 shares; 2026Q1: 2,369 shares 2,369 $460K <0.01% -342 Timeline VTC 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: 137,701 shares; 2025Q1: 15,387 shares; 2025Q2: 5,293 shares; 2025Q3: 6,108 shares; 2025Q4: 14,373 shares; 2026Q1: 5,914 shares 5,914 $454K <0.01% -8,459 Timeline DDM 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: 4,250 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,274 shares; 2025Q3: 4,297 shares; 2025Q4: 8,614 shares; 2026Q1: 8,640 shares 8,640 $450K <0.01% +26 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: 813 shares; 2026Q1: 1,318 shares 1,318 $445K <0.01% +505 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: not reported; 2024Q4: 8,802 shares; 2025Q1: 7,862 shares; 2025Q2: 8,063 shares; 2025Q3: 8,456 shares; 2025Q4: 8,388 shares; 2026Q1: 8,385 shares 8,385 $443K <0.01% -3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 46,600 shares; 2025Q1: 42,388 shares; 2025Q2: 42,388 shares; 2025Q3: 42,388 shares; 2025Q4: 42,388 shares; 2026Q1: 42,688 shares 42,688 $440K <0.01% +300 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 8,987 shares; 2025Q3: 4,314 shares; 2025Q4: 4,362 shares; 2026Q1: 4,405 shares 4,405 $438K <0.01% +43 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,812 shares; 2025Q4: 3,841 shares; 2026Q1: 4,068 shares 4,068 $437K <0.01% +227 Timeline ISCG 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: 9,897 shares; 2025Q3: 9,326 shares; 2025Q4: 8,205 shares; 2026Q1: 7,959 shares 7,959 $436K <0.01% -246 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 22,014 shares; 2026Q1: 22,014 shares 22,014 $431K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 2,018 shares; 2025Q4: 1,903 shares; 2026Q1: 1,897 shares 1,897 $426K <0.01% -6 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: 543 shares; 2024Q4: 562 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 550 shares; 2025Q4: 559 shares; 2026Q1: 572 shares 572 $422K <0.01% +13 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 853 shares; 2025Q2: 902 shares; 2025Q3: 916 shares; 2025Q4: 934 shares; 2026Q1: 1,070 shares 1,070 $418K <0.01% +136 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,302 shares; 2025Q4: 3,757 shares; 2026Q1: 3,689 shares 3,689 $418K <0.01% -68 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: not reported; 2026Q1: 23,732 shares 23,732 $417K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 4,466 shares; 2025Q3: 5,212 shares; 2025Q4: 4,303 shares; 2026Q1: 5,667 shares 5,667 $416K <0.01% +1,364 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,686 shares; 2025Q3: 95,753 shares; 2025Q4: 97,483 shares; 2026Q1: 97,483 shares 97,483 $405K <0.01% 0 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares 7,850 $404K <0.01% 0 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: 3,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares; 2025Q3: 10,132 shares; 2025Q4: 5,526 shares; 2026Q1: 6,069 shares 6,069 $400K <0.01% +543 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: 3,383 shares; 2024Q4: 4,164 shares; 2025Q1: 4,115 shares; 2025Q2: 3,698 shares; 2025Q3: 4,070 shares; 2025Q4: 4,110 shares; 2026Q1: 4,267 shares 4,267 $396K <0.01% +157 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,329 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,361 shares 3,361 $395K <0.01% -146 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,421 shares; 2025Q4: 2,074 shares; 2026Q1: 1,984 shares 1,984 $393K <0.01% -90 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 8,518 shares; 2026Q1: 7,939 shares 7,939 $389K <0.01% -579 Timeline PKW 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: 2,642 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares 2,908 $382K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,909 shares; 2025Q1: 5,788 shares; 2025Q2: 4,535 shares; 2025Q3: 3,429 shares; 2025Q4: 3,483 shares; 2026Q1: 2,549 shares 2,549 $381K <0.01% -934 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 12,286 shares; 2025Q1: 14,014 shares; 2025Q2: 13,497 shares; 2025Q3: 15,529 shares; 2025Q4: 14,879 shares; 2026Q1: 14,845 shares 14,845 $380K <0.01% -34 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,478 shares; 2025Q1: 2,295 shares; 2025Q2: 3,174 shares; 2025Q3: 2,978 shares; 2025Q4: 2,132 shares; 2026Q1: 1,911 shares 1,911 $379K <0.01% -221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares; 2026Q1: 4,995 shares 4,995 $378K <0.01% -107 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 16,174 shares; 2025Q1: 16,146 shares; 2025Q2: 8,285 shares; 2025Q3: 8,073 shares; 2025Q4: 8,073 shares; 2026Q1: 8,077 shares 8,077 $375K <0.01% +4 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 3,674 shares; 2025Q4: not reported; 2026Q1: 3,758 shares 3,758 $372K <0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 3,031 shares; 2025Q1: 3,159 shares; 2025Q2: 2,263 shares; 2025Q3: 2,259 shares; 2025Q4: 2,399 shares; 2026Q1: 1,275 shares 1,275 $372K <0.01% -1,124 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: not reported; 2024Q4: 2,649 shares; 2025Q1: 2,146 shares; 2025Q2: 5,506 shares; 2025Q3: 5,223 shares; 2025Q4: 4,899 shares; 2026Q1: 3,214 shares 3,214 $369K <0.01% -1,685 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 3,803 shares; 2026Q1: 3,803 shares 3,803 $368K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 683 shares; 2026Q1: 671 shares 671 $365K <0.01% -12 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: 1,878 shares; 2025Q2: 2,513 shares; 2025Q3: 2,835 shares; 2025Q4: 2,736 shares; 2026Q1: 2,784 shares 2,784 $365K <0.01% +48 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,307 shares; 2025Q4: 2,290 shares; 2026Q1: 1,984 shares 1,984 $361K <0.01% -306 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,491 shares; 2025Q4: 1,423 shares; 2026Q1: 1,377 shares 1,377 $358K <0.01% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 4,115 shares; 2025Q4: 4,483 shares; 2026Q1: 4,236 shares 4,236 $358K <0.01% -247 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: 9,022 shares; 2024Q4: 9,087 shares; 2025Q1: 8,018 shares; 2025Q2: 7,216 shares; 2025Q3: 7,517 shares; 2025Q4: 7,610 shares; 2026Q1: 6,058 shares 6,058 $355K <0.01% -1,552 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 3,047 shares; 2025Q2: 2,941 shares; 2025Q3: 2,977 shares; 2025Q4: 3,061 shares; 2026Q1: 2,777 shares 2,777 $351K <0.01% -284 Timeline IBMS 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: 10,712 shares; 2025Q4: 14,936 shares; 2026Q1: 13,523 shares 13,523 $349K <0.01% -1,413 Timeline IBMR 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: 14,048 shares; 2025Q4: 15,059 shares; 2026Q1: 13,713 shares 13,713 $348K <0.01% -1,346 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: not reported; 2024Q4: 3,115 shares; 2025Q1: 2,443 shares; 2025Q2: 4,142 shares; 2025Q3: 4,292 shares; 2025Q4: 2,964 shares; 2026Q1: 2,969 shares 2,969 $341K <0.01% +5 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 9,154 shares; 2025Q4: 12,722 shares; 2026Q1: 12,979 shares 12,979 $338K <0.01% +257 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 2,150 shares; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,257 shares; 2025Q4: 1,300 shares; 2026Q1: 1,367 shares 1,367 $334K <0.01% +67 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,443 shares 7,443 $332K <0.01% new Timeline CSM 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: 4,396 shares; 2024Q4: 8,993 shares; 2025Q1: 8,792 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares 4,396 $329K <0.01% 0 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: not reported; 2026Q1: 1,001 shares 1,001 $326K <0.01% new Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,205 shares; 2025Q2: 10,370 shares; 2025Q3: 10,644 shares; 2025Q4: 10,644 shares; 2026Q1: 10,589 shares 10,589 $325K <0.01% -55 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 28,833 shares; 2025Q1: 28,833 shares; 2025Q2: 32,278 shares; 2025Q3: 28,833 shares; 2025Q4: 28,833 shares; 2026Q1: 28,833 shares 28,833 $324K <0.01% 0 Timeline IYC 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: 3,331 shares; 2025Q3: 3,165 shares; 2025Q4: 3,165 shares; 2026Q1: 3,339 shares 3,339 $324K <0.01% +174 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 2,759 shares; 2025Q3: 2,893 shares; 2025Q4: 2,912 shares; 2026Q1: 2,789 shares 2,789 $322K <0.01% -123 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,101 shares; 2025Q1: 8,896 shares; 2025Q2: 7,156 shares; 2025Q3: 7,610 shares; 2025Q4: 24,430 shares; 2026Q1: 6,134 shares 6,134 $319K <0.01% -18,296 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 5,255 shares 5,255 $319K <0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 13,151 shares; 2025Q1: 13,161 shares; 2025Q2: 13,291 shares; 2025Q3: 43,688 shares; 2025Q4: 12,617 shares; 2026Q1: 12,813 shares 12,813 $317K <0.01% +196 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: 976 shares; 2025Q1: 876 shares; 2025Q2: 874 shares; 2025Q3: 872 shares; 2025Q4: 866 shares; 2026Q1: 883 shares 883 $317K <0.01% +17 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 2,407 shares; 2025Q2: 3,314 shares; 2025Q3: 3,509 shares; 2025Q4: 3,173 shares; 2026Q1: 3,214 shares 3,214 $316K <0.01% +41 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,372 shares; 2025Q2: 3,624 shares; 2025Q3: 3,635 shares; 2025Q4: 7,171 shares; 2026Q1: 6,860 shares 6,860 $315K <0.01% -311 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 897 shares; 2025Q4: 914 shares; 2026Q1: 958 shares 958 $313K <0.01% +44 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 7,107 shares; 2025Q1: 6,987 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 6,490 shares; 2026Q1: 6,584 shares 6,584 $308K <0.01% +94 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,059 shares; 2025Q4: 5,049 shares; 2026Q1: 5,188 shares 5,188 $308K <0.01% +139 Timeline FDNI 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: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,293 shares; 2025Q3: 11,293 shares; 2025Q4: 11,293 shares; 2026Q1: 11,293 shares 11,293 $307K <0.01% 0 Timeline CATH 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: 4,127 shares; 2024Q4: 4,090 shares; 2025Q1: 4,115 shares; 2025Q2: 4,142 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 3,929 shares 3,929 $307K <0.01% 0 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: 5,000 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $303K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,219 shares 2,219 $302K <0.01% -286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,828 shares; 2025Q4: 3,058 shares; 2026Q1: 3,238 shares 3,238 $297K <0.01% +180 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,214 shares; 2025Q3: 2,240 shares; 2025Q4: 2,427 shares; 2026Q1: 2,238 shares 2,238 $296K <0.01% -189 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: not reported; 2024Q4: 8,598 shares; 2025Q1: 8,526 shares; 2025Q2: 8,602 shares; 2025Q3: 8,663 shares; 2025Q4: 12,474 shares; 2026Q1: 9,616 shares 9,616 $292K <0.01% -2,858 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,385 shares; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,816 shares; 2025Q4: 4,142 shares; 2026Q1: 3,983 shares 3,983 $291K <0.01% -159 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: not reported; 2024Q4: 8,688 shares; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $291K <0.01% 0 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: 2,106 shares; 2024Q4: 2,998 shares; 2025Q1: 2,787 shares; 2025Q2: 2,757 shares; 2025Q3: 2,455 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares 2,446 $290K <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: 817 shares; 2024Q4: 1,183 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 810 shares; 2025Q4: not reported; 2026Q1: 756 shares 756 $290K <0.01% new Timeline FPX 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: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,803 shares; 2026Q1: 1,795 shares 1,795 $285K <0.01% -8 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: 7,551 shares; 2024Q4: 8,111 shares; 2025Q1: 7,536 shares; 2025Q2: 7,718 shares; 2025Q3: 7,718 shares; 2025Q4: 7,115 shares; 2026Q1: 7,135 shares 7,135 $283K <0.01% +20 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 583 shares; 2025Q4: 407 shares; 2026Q1: 316 shares 316 $283K <0.01% -91 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 628 shares; 2025Q4: 653 shares; 2026Q1: 621 shares 621 $277K <0.01% -32 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,101 shares 1,101 $276K <0.01% new Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to 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: 4,780 shares; 2026Q1: 4,780 shares 4,780 $270K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,491 shares; 2025Q1: 4,542 shares; 2025Q2: 4,703 shares; 2025Q3: 4,973 shares; 2025Q4: 5,538 shares; 2026Q1: 4,767 shares 4,767 $268K <0.01% -771 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: 2,461 shares; 2024Q4: 3,142 shares; 2025Q1: 1,681 shares; 2025Q2: 2,701 shares; 2025Q3: 2,672 shares; 2025Q4: 1,859 shares; 2026Q1: 1,863 shares 1,863 $263K <0.01% +4 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 4,073 shares; 2025Q4: 4,618 shares; 2026Q1: 3,600 shares 3,600 $259K <0.01% -1,018 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: 4,087 shares; 2024Q4: 5,108 shares; 2025Q1: 5,026 shares; 2025Q2: 5,034 shares; 2025Q3: 4,866 shares; 2025Q4: 4,355 shares; 2026Q1: 4,489 shares 4,489 $259K <0.01% +134 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 3,110 shares; 2026Q1: 2,233 shares 2,233 $259K <0.01% -877 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: not reported; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 3,242 shares; 2025Q3: 3,384 shares; 2025Q4: 3,537 shares; 2026Q1: 3,544 shares 3,544 $256K <0.01% +7 Timeline IWX 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: 2,525 shares; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares 2,744 $254K <0.01% 0 Timeline EEMX 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: 124,993 shares; 2024Q4: 121,355 shares; 2025Q1: 123,454 shares; 2025Q2: 107,325 shares; 2025Q3: 107,639 shares; 2025Q4: 113,565 shares; 2026Q1: 5,732 shares 5,732 $253K <0.01% -107,833 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $251K <0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 13,025 shares; 2026Q1: 11,680 shares 11,680 $251K <0.01% -1,345 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,264 shares; 2026Q1: 4,381 shares 4,381 $250K <0.01% +117 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,012 shares; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: 2,066 shares; 2025Q4: not reported; 2026Q1: 1,872 shares 1,872 $245K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to 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: 3,917 shares; 2026Q1: 3,527 shares 3,527 $241K <0.01% -390 Timeline VCLT 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: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,265 shares; 2026Q1: 3,212 shares 3,212 $240K <0.01% -53 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $239K <0.01% 0 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $238K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares; 2026Q1: 5,068 shares 5,068 $237K <0.01% -33 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,332 shares; 2025Q2: 3,390 shares; 2025Q3: 3,490 shares; 2025Q4: 3,866 shares; 2026Q1: 3,389 shares 3,389 $235K <0.01% -477 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,237 shares 7,237 $235K <0.01% new Timeline