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: 3,053,463 shares; 2024Q4: 3,690,939 shares; 2025Q1: 4,067,044 shares; 2025Q2: 4,140,699 shares; 2025Q3: 4,822,896 shares; 2025Q4: 5,043,151 shares; 2026Q1: 5,415,954 shares 5,415,954 $771M 7.77% +372,803 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: 13,106,777 shares; 2024Q4: 16,090,152 shares; 2025Q1: 16,373,873 shares; 2025Q2: 15,559,478 shares; 2025Q3: 11,163,173 shares; 2025Q4: 15,939,127 shares; 2026Q1: 17,846,261 shares 17,846,261 $693M 6.99% +1,907,134 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,145,503 shares; 2024Q4: 16,997,853 shares; 2025Q1: 17,681,788 shares; 2025Q2: 17,632,675 shares; 2025Q3: 15,378,760 shares; 2025Q4: 19,630,402 shares; 2026Q1: 20,135,575 shares 20,135,575 $511M 5.15% +505,173 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: 3,728,583 shares; 2024Q4: 4,755,119 shares; 2025Q1: 5,429,371 shares; 2025Q2: 5,481,515 shares; 2025Q3: 6,429,313 shares; 2025Q4: 1,822,246 shares; 2026Q1: 7,933,002 shares 7,933,002 $472M 4.76% +6,110,756 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: 2,516,627 shares; 2024Q4: 3,136,007 shares; 2025Q1: 3,601,353 shares; 2025Q2: 3,807,743 shares; 2025Q3: 4,043,766 shares; 2025Q4: 3,904,993 shares; 2026Q1: 4,117,972 shares 4,117,972 $411M 4.14% +212,979 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: 3,586,109 shares; 2024Q4: 4,820,280 shares; 2025Q1: 4,915,377 shares; 2025Q2: 4,859,841 shares; 2025Q3: 4,375,367 shares; 2025Q4: 5,294,823 shares; 2026Q1: 5,716,140 shares 5,716,140 $357M 3.6% +421,317 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: 4,166,846 shares; 2024Q4: 5,376,491 shares; 2025Q1: 5,592,080 shares; 2025Q2: 5,568,690 shares; 2025Q3: 4,785,357 shares; 2025Q4: 5,774,671 shares; 2026Q1: 6,055,401 shares 6,055,401 $320M 3.22% +280,730 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: 2,274,142 shares; 2024Q4: 2,695,603 shares; 2025Q1: 3,062,729 shares; 2025Q2: 3,135,166 shares; 2025Q3: 3,911,429 shares; 2025Q4: 3,573,434 shares; 2026Q1: 3,779,896 shares 3,779,896 $316M 3.18% +206,462 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: 811,420 shares; 2024Q4: 1,155,398 shares; 2025Q1: 1,482,024 shares; 2025Q2: 1,931,863 shares; 2025Q3: 2,241,212 shares; 2025Q4: 2,009,379 shares; 2026Q1: 2,484,516 shares 2,484,516 $274M 2.76% +475,137 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: 3,950,987 shares; 2024Q4: 5,141,465 shares; 2025Q1: 6,109,641 shares; 2025Q2: 6,014,223 shares; 2025Q3: 6,015,750 shares; 2025Q4: 7,017,528 shares; 2026Q1: 7,702,569 shares 7,702,569 $266M 2.68% +685,041 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023,289 shares; 2024Q4: 2,978,368 shares; 2025Q1: 3,483,685 shares; 2025Q2: 3,896,787 shares; 2025Q3: 5,061,981 shares; 2025Q4: 1,146,111 shares; 2026Q1: 5,126,922 shares 5,126,922 $245M 2.47% +3,980,811 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: 3,468,171 shares; 2024Q4: 4,556,275 shares; 2025Q1: 4,654,595 shares; 2025Q2: 4,538,175 shares; 2025Q3: 3,778,650 shares; 2025Q4: 4,636,422 shares; 2026Q1: 4,949,965 shares 4,949,965 $240M 2.42% +313,543 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130,215 shares; 2024Q4: 2,676,073 shares; 2025Q1: 3,207,195 shares; 2025Q2: 3,115,238 shares; 2025Q3: 3,743,743 shares; 2025Q4: 1,101,118 shares; 2026Q1: 4,180,880 shares 4,180,880 $209M 2.1% +3,079,762 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: 292,072 shares; 2024Q4: 321,790 shares; 2025Q1: 426,374 shares; 2025Q2: 600,329 shares; 2025Q3: 657,016 shares; 2025Q4: 501,579 shares; 2026Q1: 596,293 shares 596,293 $191M 1.93% +94,714 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: 1,335,882 shares; 2024Q4: 1,714,150 shares; 2025Q1: 1,960,818 shares; 2025Q2: 2,023,380 shares; 2025Q3: 1,958,115 shares; 2025Q4: 2,331,722 shares; 2026Q1: 2,536,124 shares 2,536,124 $180M 1.81% +204,402 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: 366,516 shares; 2024Q4: 372,938 shares; 2025Q1: 444,776 shares; 2025Q2: 424,084 shares; 2025Q3: 490,027 shares; 2025Q4: 502,446 shares; 2026Q1: 561,206 shares 561,206 $142M 1.43% +58,760 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: 2,905,980 shares; 2024Q4: 3,840,874 shares; 2025Q1: 3,987,815 shares; 2025Q2: 3,679,168 shares; 2025Q3: 3,046,252 shares; 2025Q4: 3,442,846 shares; 2026Q1: 3,727,832 shares 3,727,832 $127M 1.28% +284,986 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: 1,361,633 shares; 2024Q4: 1,703,733 shares; 2025Q1: 2,074,375 shares; 2025Q2: 2,269,910 shares; 2025Q3: 2,493,329 shares; 2025Q4: 2,791,435 shares; 2026Q1: 3,301,011 shares 3,301,011 $121M 1.22% +509,576 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: 1,646,285 shares; 2024Q4: 2,231,410 shares; 2025Q1: 2,331,774 shares; 2025Q2: 2,520,459 shares; 2025Q3: 2,268,424 shares; 2025Q4: 2,624,226 shares; 2026Q1: 2,884,886 shares 2,884,886 $114M 1.15% +260,660 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: 1,254,774 shares; 2024Q4: 1,644,071 shares; 2025Q1: 2,034,946 shares; 2025Q2: 2,224,139 shares; 2025Q3: 2,383,549 shares; 2025Q4: 2,689,539 shares; 2026Q1: 3,146,810 shares 3,146,810 $101M 1.02% +457,271 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: 691,973 shares; 2024Q4: 972,531 shares; 2025Q1: 1,253,902 shares; 2025Q2: 1,947,191 shares; 2025Q3: 2,335,916 shares; 2025Q4: 1,783,798 shares; 2026Q1: 2,223,212 shares 2,223,212 $86.6M 0.87% +439,414 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: 682,867 shares; 2024Q4: 738,330 shares; 2025Q1: 949,142 shares; 2025Q2: 2,074,570 shares; 2025Q3: 2,580,178 shares; 2025Q4: 1,614,046 shares; 2026Q1: 1,825,892 shares 1,825,892 $82.4M 0.83% +211,846 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: 288,482 shares; 2024Q4: 316,713 shares; 2025Q1: 359,448 shares; 2025Q2: 357,385 shares; 2025Q3: 392,627 shares; 2025Q4: 468,822 shares; 2026Q1: 464,334 shares 464,334 $80.9M 0.82% -4,488 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: 27,226 shares; 2024Q4: 28,113 shares; 2025Q1: 29,762 shares; 2025Q2: 29,906 shares; 2025Q3: 35,638 shares; 2025Q4: 41,306 shares; 2026Q1: 115,547 shares 115,547 $75.5M 0.76% +74,241 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: 599,963 shares; 2024Q4: 719,160 shares; 2025Q1: 980,782 shares; 2025Q2: 1,658,961 shares; 2025Q3: 1,524,023 shares; 2025Q4: 1,930,943 shares; 2026Q1: 2,108,702 shares 2,108,702 $73.9M 0.74% +177,759 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: 598,728 shares; 2024Q4: 718,615 shares; 2025Q1: 789,762 shares; 2025Q2: 783,227 shares; 2025Q3: 851,692 shares; 2025Q4: 839,534 shares; 2026Q1: 940,007 shares 940,007 $66.7M 0.67% +100,473 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: 93,167 shares; 2024Q4: 131,683 shares; 2025Q1: 134,207 shares; 2025Q2: 159,973 shares; 2025Q3: 229,780 shares; 2025Q4: 154,516 shares; 2026Q1: 175,063 shares 175,063 $64.8M 0.65% +20,547 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: 690,875 shares; 2024Q4: 778,567 shares; 2025Q1: 808,339 shares; 2025Q2: 813,620 shares; 2025Q3: 1,018,708 shares; 2025Q4: 938,688 shares; 2026Q1: 920,419 shares 920,419 $64.2M 0.65% -18,269 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: 551,547 shares; 2024Q4: 553,233 shares; 2025Q1: 617,138 shares; 2025Q2: 575,639 shares; 2025Q3: 717,783 shares; 2025Q4: 263,298 shares; 2026Q1: 744,552 shares 744,552 $58.4M 0.59% +481,254 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: 254,254 shares; 2024Q4: 468,347 shares; 2025Q1: 767,754 shares; 2025Q2: 694,395 shares; 2025Q3: 830,728 shares; 2025Q4: 8,411 shares; 2026Q1: 1,203,351 shares 1,203,351 $57.5M 0.58% +1,194,940 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: 484,006 shares; 2024Q4: 631,705 shares; 2025Q1: 644,247 shares; 2025Q2: 625,327 shares; 2025Q3: 659,372 shares; 2025Q4: 701,166 shares; 2026Q1: 782,578 shares 782,578 $50.1M 0.5% +81,412 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: 108,758 shares; 2024Q4: 1,976,668 shares; 2025Q1: 1,928,744 shares; 2025Q2: 1,732,941 shares; 2025Q3: 1,779,169 shares; 2025Q4: 1,646,493 shares; 2026Q1: 1,563,981 shares 1,563,981 $47.7M 0.48% -82,512 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: 923,768 shares; 2024Q4: 1,064,899 shares; 2025Q1: 1,169,039 shares; 2025Q2: 1,152,913 shares; 2025Q3: 958,623 shares; 2025Q4: 68,386 shares; 2026Q1: 1,777,101 shares 1,777,101 $47M 0.47% +1,708,715 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: 302,941 shares; 2024Q4: 364,767 shares; 2025Q1: 386,638 shares; 2025Q2: 472,232 shares; 2025Q3: 261,608 shares; 2025Q4: 460,255 shares; 2026Q1: 542,778 shares 542,778 $43.7M 0.44% +82,523 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: 25,968 shares; 2024Q4: 28,500 shares; 2025Q1: 32,873 shares; 2025Q2: 46,072 shares; 2025Q3: 85,854 shares; 2025Q4: 57,021 shares; 2026Q1: 73,104 shares 73,104 $43.7M 0.44% +16,083 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: 191,791 shares; 2024Q4: 271,875 shares; 2025Q1: 311,309 shares; 2025Q2: 309,020 shares; 2025Q3: 203,779 shares; 2025Q4: 306,043 shares; 2026Q1: 380,902 shares 380,902 $42.3M 0.43% +74,859 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: 126,911 shares; 2024Q4: 1,765,494 shares; 2025Q1: 1,689,445 shares; 2025Q2: 1,448,022 shares; 2025Q3: 1,480,156 shares; 2025Q4: 1,557,983 shares; 2026Q1: 1,443,922 shares 1,443,922 $42.1M 0.42% -114,061 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: 560,618 shares; 2024Q4: 605,365 shares; 2025Q1: 715,493 shares; 2025Q2: 963,671 shares; 2025Q3: 1,013,879 shares; 2025Q4: 1,031,607 shares; 2026Q1: 1,232,298 shares 1,232,298 $41.7M 0.42% +200,691 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: 130,274 shares; 2024Q4: 1,460,444 shares; 2025Q1: 1,458,345 shares; 2025Q2: 1,280,742 shares; 2025Q3: 1,329,461 shares; 2025Q4: 1,307,883 shares; 2026Q1: 1,234,545 shares 1,234,545 $37.9M 0.38% -73,338 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: 119,652 shares; 2024Q4: 129,055 shares; 2025Q1: 151,804 shares; 2025Q2: 140,831 shares; 2025Q3: 183,693 shares; 2025Q4: 179,760 shares; 2026Q1: 181,324 shares 181,324 $37.7M 0.38% +1,564 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: 684,550 shares; 2024Q4: 743,986 shares; 2025Q1: 847,754 shares; 2025Q2: 901,389 shares; 2025Q3: 674,889 shares; 2025Q4: 981,778 shares; 2026Q1: 1,038,279 shares 1,038,279 $36.9M 0.37% +56,501 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,482 shares; 2024Q4: 165,079 shares; 2025Q1: 283,874 shares; 2025Q2: 288,803 shares; 2025Q3: 392,231 shares; 2025Q4: 247,002 shares; 2026Q1: 757,924 shares 757,924 $32M 0.32% +510,922 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: 159,277 shares; 2024Q4: 224,893 shares; 2025Q1: 258,530 shares; 2025Q2: 265,840 shares; 2025Q3: 130,848 shares; 2025Q4: 277,783 shares; 2026Q1: 372,383 shares 372,383 $31.6M 0.32% +94,600 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: 102,427 shares; 2024Q4: 133,476 shares; 2025Q1: 140,545 shares; 2025Q2: 139,592 shares; 2025Q3: 130,556 shares; 2025Q4: 133,619 shares; 2026Q1: 131,877 shares 131,877 $28.7M 0.29% -1,742 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: 268,826 shares; 2024Q4: 373,553 shares; 2025Q1: 369,043 shares; 2025Q2: 376,207 shares; 2025Q3: 295,599 shares; 2025Q4: 407,562 shares; 2026Q1: 383,014 shares 383,014 $28.5M 0.29% -24,548 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: 109,058 shares; 2024Q4: 153,002 shares; 2025Q1: 258,907 shares; 2025Q2: 830,925 shares; 2025Q3: 1,495,138 shares; 2025Q4: 332,703 shares; 2026Q1: 346,777 shares 346,777 $27.9M 0.28% +14,074 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: 37,494 shares; 2024Q4: 50,284 shares; 2025Q1: 88,019 shares; 2025Q2: 79,372 shares; 2025Q3: 139,395 shares; 2025Q4: 91,654 shares; 2026Q1: 96,581 shares 96,581 $27.7M 0.28% +4,927 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: 45,515 shares; 2024Q4: 47,181 shares; 2025Q1: 49,706 shares; 2025Q2: 46,232 shares; 2025Q3: 52,147 shares; 2025Q4: 54,232 shares; 2026Q1: 56,868 shares 56,868 $27.2M 0.27% +2,636 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: 45,688 shares; 2024Q4: 63,888 shares; 2025Q1: 69,198 shares; 2025Q2: 56,686 shares; 2025Q3: 99,000 shares; 2025Q4: 80,085 shares; 2026Q1: 90,412 shares 90,412 $25.9M 0.26% +10,327 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: 108,219 shares; 2024Q4: 125,546 shares; 2025Q1: 127,234 shares; 2025Q2: 124,048 shares; 2025Q3: 143,143 shares; 2025Q4: 163,245 shares; 2026Q1: 147,724 shares 147,724 $25.1M 0.25% -15,521 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: 23,336 shares; 2024Q4: 28,980 shares; 2025Q1: 33,373 shares; 2025Q2: 36,826 shares; 2025Q3: 46,893 shares; 2025Q4: 51,639 shares; 2026Q1: 66,475 shares 66,475 $24.7M 0.25% +14,836 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: 12,849 shares; 2024Q4: 65,252 shares; 2025Q1: 71,110 shares; 2025Q2: 50,961 shares; 2025Q3: 83,233 shares; 2025Q4: 59,207 shares; 2026Q1: 78,619 shares 78,619 $24.3M 0.25% +19,412 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: 40,949 shares; 2024Q4: 57,081 shares; 2025Q1: 55,022 shares; 2025Q2: 305,037 shares; 2025Q3: 213,251 shares; 2025Q4: 317,613 shares; 2026Q1: 305,762 shares 305,762 $24.2M 0.24% -11,851 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: 71,229 shares; 2024Q4: 70,397 shares; 2025Q1: 69,434 shares; 2025Q2: 68,415 shares; 2025Q3: 69,948 shares; 2025Q4: 67,842 shares; 2026Q1: 72,029 shares 72,029 $23.7M 0.24% +4,187 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: 49,410 shares; 2024Q4: 66,209 shares; 2025Q1: 74,569 shares; 2025Q2: 65,923 shares; 2025Q3: 75,332 shares; 2025Q4: 69,267 shares; 2026Q1: 79,568 shares 79,568 $23.4M 0.24% +10,301 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: 15,980 shares; 2024Q4: 12,476 shares; 2025Q1: 18,731 shares; 2025Q2: 22,093 shares; 2025Q3: 34,666 shares; 2025Q4: 31,926 shares; 2026Q1: 33,967 shares 33,967 $22.1M 0.22% +2,041 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,469 shares; 2024Q4: 104,529 shares; 2025Q1: 112,946 shares; 2025Q2: 111,969 shares; 2025Q3: 198,980 shares; 2025Q4: 99,810 shares; 2026Q1: 68,815 shares 68,815 $20.7M 0.21% -30,995 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 27,677 shares; 2025Q1: 29,915 shares; 2025Q2: 26,708 shares; 2025Q3: 37,004 shares; 2025Q4: 32,460 shares; 2026Q1: 36,087 shares 36,087 $20.6M 0.21% +3,627 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: 6,174 shares; 2024Q4: 8,966 shares; 2025Q1: 18,118 shares; 2025Q2: 44,606 shares; 2025Q3: 44,112 shares; 2025Q4: 69,858 shares; 2026Q1: 105,955 shares 105,955 $20.3M 0.2% +36,097 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: 206,656 shares; 2024Q4: 334,838 shares; 2025Q1: 347,260 shares; 2025Q2: 414,046 shares; 2025Q3: 479,751 shares; 2025Q4: 335,932 shares; 2026Q1: 373,763 shares 373,763 $20.2M 0.2% +37,831 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: 10,839 shares; 2024Q4: 26,558 shares; 2025Q1: 28,119 shares; 2025Q2: 22,540 shares; 2025Q3: 26,270 shares; 2025Q4: 45,134 shares; 2026Q1: 47,305 shares 47,305 $20.2M 0.2% +2,171 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: 68,472 shares; 2024Q4: 66,228 shares; 2025Q1: 75,486 shares; 2025Q2: 74,234 shares; 2025Q3: 111,121 shares; 2025Q4: 83,002 shares; 2026Q1: 75,826 shares 75,826 $19.9M 0.2% -7,176 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: 184,681 shares; 2024Q4: 189,453 shares; 2025Q1: 246,858 shares; 2025Q2: 241,641 shares; 2025Q3: 351,187 shares; 2025Q4: 271,210 shares; 2026Q1: 246,492 shares 246,492 $19M 0.19% -24,718 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: 235,019 shares; 2024Q4: 90,798 shares; 2025Q1: 116,426 shares; 2025Q2: 110,385 shares; 2025Q3: 136,072 shares; 2025Q4: 291,146 shares; 2026Q1: 151,339 shares 151,339 $18.8M 0.19% -139,807 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: 122,739 shares; 2024Q4: 1,052,148 shares; 2025Q1: 1,026,111 shares; 2025Q2: 977,862 shares; 2025Q3: 1,086,924 shares; 2025Q4: 1,007,458 shares; 2026Q1: 749,946 shares 749,946 $18.6M 0.19% -257,512 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: 13,872 shares; 2024Q4: 26,439 shares; 2025Q1: 29,211 shares; 2025Q2: 29,149 shares; 2025Q3: 40,591 shares; 2025Q4: 34,152 shares; 2026Q1: 31,591 shares 31,591 $18.2M 0.18% -2,561 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: 305,730 shares; 2024Q4: 296,741 shares; 2025Q1: 314,925 shares; 2025Q2: 314,356 shares; 2025Q3: 68,700 shares; 2025Q4: 20,544 shares; 2026Q1: 310,265 shares 310,265 $18.2M 0.18% +289,721 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,995 shares; 2024Q4: 83,387 shares; 2025Q1: 100,784 shares; 2025Q2: 96,736 shares; 2025Q3: 113,570 shares; 2025Q4: 101,548 shares; 2026Q1: 91,982 shares 91,982 $18M 0.18% -9,566 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: 75,777 shares; 2024Q4: 161,122 shares; 2025Q1: 174,906 shares; 2025Q2: 191,773 shares; 2025Q3: 245,018 shares; 2025Q4: 62,299 shares; 2026Q1: 195,158 shares 195,158 $17.3M 0.17% +132,859 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: 40,583 shares; 2024Q4: 69,558 shares; 2025Q1: 71,678 shares; 2025Q2: 70,394 shares; 2025Q3: 59,787 shares; 2025Q4: 73,101 shares; 2026Q1: 79,887 shares 79,887 $17.2M 0.17% +6,786 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: 34,485 shares; 2024Q4: 37,397 shares; 2025Q1: 40,093 shares; 2025Q2: 40,125 shares; 2025Q3: 37,526 shares; 2025Q4: 40,581 shares; 2026Q1: 38,194 shares 38,194 $16.7M 0.17% -2,387 Timeline DFSU 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: 348,285 shares; 2024Q4: 353,259 shares; 2025Q1: 390,419 shares; 2025Q2: 372,538 shares; 2025Q3: 459,267 shares; 2025Q4: 398,715 shares; 2026Q1: 404,666 shares 404,666 $16.6M 0.17% +5,951 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: 221,764 shares; 2024Q4: 410,028 shares; 2025Q1: 409,812 shares; 2025Q2: 425,027 shares; 2025Q3: 417,209 shares; 2025Q4: 438,792 shares; 2026Q1: 441,523 shares 441,523 $16.2M 0.16% +2,731 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: 45,371 shares; 2024Q4: 106,063 shares; 2025Q1: 87,946 shares; 2025Q2: 78,122 shares; 2025Q3: 19,445 shares; 2025Q4: 239,228 shares; 2026Q1: 211,009 shares 211,009 $16.2M 0.16% -28,219 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,066 shares; 2025Q3: 83,731 shares; 2025Q4: 40,813 shares; 2026Q1: 41,608 shares 41,608 $14.8M 0.15% +795 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,859 shares; 2025Q1: 353,773 shares; 2025Q2: 347,791 shares; 2025Q3: 353,581 shares; 2025Q4: 353,540 shares; 2026Q1: 353,164 shares 353,164 $14.7M 0.15% -376 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: 13,879 shares; 2024Q4: 12,135 shares; 2025Q1: 15,502 shares; 2025Q2: 13,962 shares; 2025Q3: 13,410 shares; 2025Q4: 16,238 shares; 2026Q1: 15,241 shares 15,241 $14M 0.14% -997 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: 42,990 shares; 2024Q4: 53,632 shares; 2025Q1: 57,048 shares; 2025Q2: 56,575 shares; 2025Q3: 69,742 shares; 2025Q4: 69,339 shares; 2026Q1: 64,382 shares 64,382 $13.3M 0.13% -4,957 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 14,131 shares; 2025Q1: 17,857 shares; 2025Q2: 16,965 shares; 2025Q3: 28,076 shares; 2025Q4: 28,119 shares; 2026Q1: 111,534 shares 111,534 $12.5M 0.13% +83,415 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: 69,311 shares; 2024Q4: 52,431 shares; 2025Q1: 74,032 shares; 2025Q2: 72,899 shares; 2025Q3: 89,337 shares; 2025Q4: 40,650 shares; 2026Q1: 156,565 shares 156,565 $12.4M 0.13% +115,915 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: 240,484 shares; 2024Q4: 225,125 shares; 2025Q1: 249,359 shares; 2025Q2: 273,069 shares; 2025Q3: 211,555 shares; 2025Q4: 275,440 shares; 2026Q1: 271,523 shares 271,523 $12.4M 0.12% -3,917 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: 37,582 shares; 2024Q4: 33,204 shares; 2025Q1: 40,511 shares; 2025Q2: 45,181 shares; 2025Q3: 55,102 shares; 2025Q4: 62,134 shares; 2026Q1: 50,577 shares 50,577 $12.4M 0.12% -11,557 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,025 shares; 2024Q4: 475,952 shares; 2025Q1: 483,606 shares; 2025Q2: 465,954 shares; 2025Q3: 483,064 shares; 2025Q4: not reported; 2026Q1: 496,958 shares 496,958 $12.3M 0.12% new 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: 38,280 shares; 2024Q4: 44,894 shares; 2025Q1: 57,510 shares; 2025Q2: 75,774 shares; 2025Q3: 104,148 shares; 2025Q4: 107,183 shares; 2026Q1: 97,724 shares 97,724 $11.8M 0.12% -9,459 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: 22,914 shares; 2024Q4: 49,696 shares; 2025Q1: 61,977 shares; 2025Q2: 126,355 shares; 2025Q3: 100,473 shares; 2025Q4: 181,985 shares; 2026Q1: 251,740 shares 251,740 $11.6M 0.12% +69,755 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: 23,612 shares; 2024Q4: 33,568 shares; 2025Q1: 36,355 shares; 2025Q2: 33,967 shares; 2025Q3: 30,994 shares; 2025Q4: 31,781 shares; 2026Q1: 38,495 shares 38,495 $11.6M 0.12% +6,714 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,185 shares; 2024Q4: 38,738 shares; 2025Q1: 189,346 shares; 2025Q2: 204,617 shares; 2025Q3: 405,736 shares; 2025Q4: 235,939 shares; 2026Q1: 253,718 shares 253,718 $11.6M 0.12% +17,779 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: 10,562 shares; 2024Q4: 10,402 shares; 2025Q1: 11,836 shares; 2025Q2: 12,429 shares; 2025Q3: 12,628 shares; 2025Q4: 17,530 shares; 2026Q1: 18,942 shares 18,942 $11.4M 0.12% +1,412 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: 32,333 shares; 2024Q4: 81,576 shares; 2025Q1: 85,595 shares; 2025Q2: 80,861 shares; 2025Q3: 101,591 shares; 2025Q4: 105,180 shares; 2026Q1: 72,643 shares 72,643 $11.3M 0.11% -32,537 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: 119,713 shares; 2024Q4: 90,185 shares; 2025Q1: 156,258 shares; 2025Q2: 191,533 shares; 2025Q3: 292,632 shares; 2025Q4: 125,238 shares; 2026Q1: 153,104 shares 153,104 $11.3M 0.11% +27,866 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: 97,350 shares; 2024Q4: 101,239 shares; 2025Q1: 100,551 shares; 2025Q2: 100,450 shares; 2025Q3: 99,481 shares; 2025Q4: 1,807 shares; 2026Q1: 94,670 shares 94,670 $11.2M 0.11% +92,863 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: 22,537 shares; 2024Q4: 26,142 shares; 2025Q1: 30,533 shares; 2025Q2: 33,684 shares; 2025Q3: 47,292 shares; 2025Q4: 76,782 shares; 2026Q1: 74,646 shares 74,646 $10.9M 0.11% -2,136 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 52,746 shares; 2025Q1: 55,053 shares; 2025Q2: 53,975 shares; 2025Q3: 26,720 shares; 2025Q4: 59,585 shares; 2026Q1: 56,411 shares 56,411 $10.7M 0.11% -3,174 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: 8,079 shares; 2024Q4: 11,623 shares; 2025Q1: 13,036 shares; 2025Q2: 9,658 shares; 2025Q3: 15,809 shares; 2025Q4: 11,676 shares; 2026Q1: 14,560 shares 14,560 $10.3M 0.1% +2,884 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 89,055 shares; 2025Q1: 100,852 shares; 2025Q2: 123,199 shares; 2025Q3: 22,648 shares; 2025Q4: 149,255 shares; 2026Q1: 165,009 shares 165,009 $10.3M 0.1% +15,754 Timeline DFAR 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: 56,635 shares; 2024Q4: 61,992 shares; 2025Q1: 175,694 shares; 2025Q2: 195,714 shares; 2025Q3: 137,635 shares; 2025Q4: 97,343 shares; 2026Q1: 428,799 shares 428,799 $10.1M 0.1% +331,456 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: 31,773 shares; 2024Q4: 45,756 shares; 2025Q1: 52,728 shares; 2025Q2: 48,914 shares; 2025Q3: 63,800 shares; 2025Q4: 61,532 shares; 2026Q1: 68,228 shares 68,228 $10M 0.1% +6,696 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,467 shares; 2024Q4: 282,328 shares; 2025Q1: 302,952 shares; 2025Q2: 284,373 shares; 2025Q3: 223,478 shares; 2025Q4: 282,098 shares; 2026Q1: 252,279 shares 252,279 $9.99M 0.1% -29,819 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,327 shares; 2025Q1: 4,543 shares; 2025Q2: 3,015 shares; 2025Q3: 10,107 shares; 2025Q4: 7,919 shares; 2026Q1: 131,179 shares 131,179 $9.86M 0.1% +123,260 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,302 shares; 2025Q1: 13,565 shares; 2025Q2: 17,363 shares; 2025Q3: 161,877 shares; 2025Q4: 132,438 shares; 2026Q1: 193,011 shares 193,011 $9.76M 0.1% +60,573 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: 10,242 shares; 2024Q4: 15,613 shares; 2025Q1: 20,892 shares; 2025Q2: 25,617 shares; 2025Q3: 33,496 shares; 2025Q4: 31,252 shares; 2026Q1: 34,113 shares 34,113 $9.68M 0.1% +2,861 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: 23,117 shares; 2024Q4: 26,600 shares; 2025Q1: 26,063 shares; 2025Q2: 56,327 shares; 2025Q3: 48,984 shares; 2025Q4: 65,310 shares; 2026Q1: 67,051 shares 67,051 $9.53M 0.1% +1,741 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,793 shares; 2024Q4: 160,996 shares; 2025Q1: 174,496 shares; 2025Q2: 433,163 shares; 2025Q3: 726,967 shares; 2025Q4: 184,037 shares; 2026Q1: 127,314 shares 127,314 $9.53M 0.1% -56,723 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: 26,651 shares; 2024Q4: 30,692 shares; 2025Q1: 32,683 shares; 2025Q2: 34,421 shares; 2025Q3: 30,374 shares; 2025Q4: 31,654 shares; 2026Q1: 31,479 shares 31,479 $9.51M 0.1% -175 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: 37,711 shares; 2024Q4: 26,775 shares; 2025Q1: 34,038 shares; 2025Q2: 60,241 shares; 2025Q3: 64,576 shares; 2025Q4: 49,793 shares; 2026Q1: 49,099 shares 49,099 $9.42M 0.09% -694 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 20,812 shares; 2025Q1: 23,590 shares; 2025Q2: 22,106 shares; 2025Q3: 27,445 shares; 2025Q4: 24,822 shares; 2026Q1: 28,235 shares 28,235 $9.29M 0.09% +3,413 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: 99,754 shares; 2024Q4: 114,047 shares; 2025Q1: 105,923 shares; 2025Q2: 101,732 shares; 2025Q3: 33,463 shares; 2025Q4: 98,476 shares; 2026Q1: 96,522 shares 96,522 $9.13M 0.09% -1,954 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 22,923 shares; 2025Q1: 29,353 shares; 2025Q2: 31,747 shares; 2025Q3: 31,259 shares; 2025Q4: 49,094 shares; 2026Q1: 41,509 shares 41,509 $8.64M 0.09% -7,585 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: 19,839 shares; 2024Q4: 29,607 shares; 2025Q1: 29,318 shares; 2025Q2: 29,467 shares; 2025Q3: 31,514 shares; 2025Q4: 31,702 shares; 2026Q1: 35,368 shares 35,368 $8.57M 0.09% +3,666 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: 4,176 shares; 2024Q4: 9,755 shares; 2025Q1: 10,833 shares; 2025Q2: 7,552 shares; 2025Q3: 7,851 shares; 2025Q4: 4,829 shares; 2026Q1: 8,503 shares 8,503 $8.47M 0.09% +3,674 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: 2,459 shares; 2024Q4: 3,313 shares; 2025Q1: 5,911 shares; 2025Q2: 6,988 shares; 2025Q3: 8,778 shares; 2025Q4: 8,513 shares; 2026Q1: 9,593 shares 9,593 $8.37M 0.08% +1,080 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: 505 shares; 2025Q1: 1,659 shares; 2025Q2: 3,557 shares; 2025Q3: 4,907 shares; 2025Q4: 5,319 shares; 2026Q1: 6,057 shares 6,057 $8.35M 0.08% +738 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: 110,918 shares; 2024Q4: 115,457 shares; 2025Q1: 139,588 shares; 2025Q2: 141,743 shares; 2025Q3: 185,020 shares; 2025Q4: 76,452 shares; 2026Q1: 106,723 shares 106,723 $8.24M 0.08% +30,271 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: 31,142 shares; 2024Q4: 22,887 shares; 2025Q1: 33,168 shares; 2025Q2: 35,916 shares; 2025Q3: 54,403 shares; 2025Q4: 65,550 shares; 2026Q1: 55,615 shares 55,615 $8.23M 0.08% -9,935 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 9,214 shares; 2026Q1: 69,263 shares 69,263 $8.21M 0.08% +60,049 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: 23,931 shares; 2024Q4: 52,448 shares; 2025Q1: 47,028 shares; 2025Q2: 95,156 shares; 2025Q3: 248,225 shares; 2025Q4: 210,932 shares; 2026Q1: 238,540 shares 238,540 $8.05M 0.08% +27,608 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305,342 shares 305,342 $8M 0.08% new 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: 7,037 shares; 2024Q4: 7,922 shares; 2025Q1: 4,346 shares; 2025Q2: 8,681 shares; 2025Q3: 17,983 shares; 2025Q4: 20,935 shares; 2026Q1: 23,234 shares 23,234 $7.85M 0.08% +2,299 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: 64,170 shares; 2024Q4: 70,536 shares; 2025Q1: 78,604 shares; 2025Q2: 70,669 shares; 2025Q3: 118,657 shares; 2025Q4: 102,488 shares; 2026Q1: 115,064 shares 115,064 $7.77M 0.08% +12,576 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: 9,496 shares; 2024Q4: 8,877 shares; 2025Q1: 14,700 shares; 2025Q2: 13,240 shares; 2025Q3: 24,440 shares; 2025Q4: 12,922 shares; 2026Q1: 12,512 shares 12,512 $7.72M 0.08% -410 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: 10,141 shares; 2024Q4: 11,176 shares; 2025Q1: 12,085 shares; 2025Q2: 13,199 shares; 2025Q3: 8,859 shares; 2025Q4: 14,954 shares; 2026Q1: 15,287 shares 15,287 $7.64M 0.08% +333 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: 52,843 shares; 2024Q4: 68,904 shares; 2025Q1: 82,737 shares; 2025Q2: 70,953 shares; 2025Q3: 84,230 shares; 2025Q4: 72,618 shares; 2026Q1: 97,599 shares 97,599 $7.57M 0.08% +24,981 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: 88,082 shares; 2024Q4: 81,318 shares; 2025Q1: 83,912 shares; 2025Q2: 160,398 shares; 2025Q3: 237,196 shares; 2025Q4: 101,252 shares; 2026Q1: 100,567 shares 100,567 $7.55M 0.08% -685 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: 31,171 shares; 2024Q4: 56,159 shares; 2025Q1: 75,831 shares; 2025Q2: 48,694 shares; 2025Q3: 44,343 shares; 2025Q4: 9,459 shares; 2026Q1: 69,954 shares 69,954 $7.43M 0.07% +60,495 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,413 shares; 2024Q4: 27,054 shares; 2025Q1: 29,218 shares; 2025Q2: 31,097 shares; 2025Q3: 71,437 shares; 2025Q4: 134,307 shares; 2026Q1: 122,407 shares 122,407 $7.42M 0.07% -11,900 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 150,161 shares; 2025Q1: 143,569 shares; 2025Q2: 143,461 shares; 2025Q3: 142,038 shares; 2025Q4: not reported; 2026Q1: 130,858 shares 130,858 $7.42M 0.07% new 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: 29,379 shares; 2024Q4: 37,498 shares; 2025Q1: 39,050 shares; 2025Q2: 45,129 shares; 2025Q3: 59,387 shares; 2025Q4: 49,048 shares; 2026Q1: 50,660 shares 50,660 $7.32M 0.07% +1,612 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: 3,080 shares; 2024Q4: 4,811 shares; 2025Q1: 5,249 shares; 2025Q2: 4,467 shares; 2025Q3: 4,973 shares; 2025Q4: 55,345 shares; 2026Q1: 74,877 shares 74,877 $7.19M 0.07% +19,532 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: 11,278 shares; 2024Q4: 7,166 shares; 2025Q1: 9,063 shares; 2025Q2: 7,972 shares; 2025Q3: 2,638 shares; 2025Q4: not reported; 2026Q1: 86,354 shares 86,354 $7.15M 0.07% 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: 15,754 shares; 2024Q4: 16,046 shares; 2025Q1: 19,488 shares; 2025Q2: 19,477 shares; 2025Q3: 22,711 shares; 2025Q4: 19,292 shares; 2026Q1: 19,237 shares 19,237 $7.07M 0.07% -55 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: 9,156 shares; 2024Q4: 13,124 shares; 2025Q1: 12,980 shares; 2025Q2: 15,807 shares; 2025Q3: 20,464 shares; 2025Q4: 19,574 shares; 2026Q1: 20,779 shares 20,779 $7.01M 0.07% +1,205 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: 45,821 shares; 2024Q4: 27,292 shares; 2025Q1: 51,618 shares; 2025Q2: 61,171 shares; 2025Q3: 164,377 shares; 2025Q4: 95,707 shares; 2026Q1: 111,578 shares 111,578 $6.98M 0.07% +15,871 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: 28,571 shares; 2024Q4: 31,803 shares; 2025Q1: 27,465 shares; 2025Q2: 40,423 shares; 2025Q3: 42,412 shares; 2025Q4: 59,028 shares; 2026Q1: 61,502 shares 61,502 $6.95M 0.07% +2,474 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: 33,925 shares; 2024Q4: 37,396 shares; 2025Q1: 34,272 shares; 2025Q2: 35,234 shares; 2025Q3: 36,230 shares; 2025Q4: 50,223 shares; 2026Q1: 31,909 shares 31,909 $6.94M 0.07% -18,314 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: 30,651 shares; 2024Q4: 22,913 shares; 2025Q1: 24,831 shares; 2025Q2: 19,826 shares; 2025Q3: 18,482 shares; 2025Q4: 19,170 shares; 2026Q1: 19,320 shares 19,320 $6.91M 0.07% +150 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: 99,768 shares; 2024Q4: 108,644 shares; 2025Q1: 141,280 shares; 2025Q2: 139,914 shares; 2025Q3: 156,804 shares; 2025Q4: 185,532 shares; 2026Q1: 204,640 shares 204,640 $6.89M 0.07% +19,108 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,756 shares; 2024Q4: 122,353 shares; 2025Q1: 124,453 shares; 2025Q2: 123,397 shares; 2025Q3: 121,641 shares; 2025Q4: 117,471 shares; 2026Q1: 121,597 shares 121,597 $6.88M 0.07% +4,126 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,845 shares; 2024Q4: 150,146 shares; 2025Q1: 148,776 shares; 2025Q2: 136,531 shares; 2025Q3: 129,800 shares; 2025Q4: not reported; 2026Q1: 135,459 shares 135,459 $6.86M 0.07% new 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: 19,124 shares; 2024Q4: 20,470 shares; 2025Q1: 23,547 shares; 2025Q2: 24,043 shares; 2025Q3: 24,153 shares; 2025Q4: 27,014 shares; 2026Q1: 27,332 shares 27,332 $6.77M 0.07% +318 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: 62,587 shares; 2024Q4: 81,985 shares; 2025Q1: 85,934 shares; 2025Q2: 83,527 shares; 2025Q3: 58,170 shares; 2025Q4: 80,578 shares; 2026Q1: 76,947 shares 76,947 $6.67M 0.07% -3,631 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: 29,719 shares; 2024Q4: 24,004 shares; 2025Q1: 77,708 shares; 2025Q2: 80,916 shares; 2025Q3: 115,614 shares; 2025Q4: 51,440 shares; 2026Q1: 73,489 shares 73,489 $6.48M 0.07% +22,049 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: 52,691 shares; 2024Q4: 52,070 shares; 2025Q1: 70,796 shares; 2025Q2: 113,425 shares; 2025Q3: 172,480 shares; 2025Q4: 165,868 shares; 2026Q1: 144,301 shares 144,301 $6.36M 0.06% -21,567 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: not reported; 2025Q1: 15,666 shares; 2025Q2: 32,815 shares; 2025Q3: 41,438 shares; 2025Q4: 70,534 shares; 2026Q1: 86,337 shares 86,337 $6.32M 0.06% +15,803 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: 92,790 shares; 2024Q4: 122,234 shares; 2025Q1: 136,846 shares; 2025Q2: 117,589 shares; 2025Q3: 161,141 shares; 2025Q4: 134,691 shares; 2026Q1: 128,519 shares 128,519 $6.26M 0.06% -6,172 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: 19,103 shares; 2024Q4: 19,501 shares; 2025Q1: 22,062 shares; 2025Q2: 23,014 shares; 2025Q3: 31,064 shares; 2025Q4: 31,796 shares; 2026Q1: 37,771 shares 37,771 $6.03M 0.06% +5,975 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: 98,634 shares; 2024Q4: 88,063 shares; 2025Q1: 112,952 shares; 2025Q2: 114,583 shares; 2025Q3: 127,589 shares; 2025Q4: 111,785 shares; 2026Q1: 104,385 shares 104,385 $5.93M 0.06% -7,400 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: 22,069 shares; 2024Q4: 28,003 shares; 2025Q1: 29,964 shares; 2025Q2: 24,172 shares; 2025Q3: 46,981 shares; 2025Q4: 49,414 shares; 2026Q1: 47,566 shares 47,566 $5.91M 0.06% -1,848 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: 58,179 shares; 2024Q4: 63,401 shares; 2025Q1: 66,033 shares; 2025Q2: 67,134 shares; 2025Q3: 47,611 shares; 2025Q4: 69,449 shares; 2026Q1: 65,289 shares 65,289 $5.91M 0.06% -4,160 Timeline DFSI 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: 61,418 shares; 2024Q4: 81,708 shares; 2025Q1: 103,100 shares; 2025Q2: 104,102 shares; 2025Q3: 157,898 shares; 2025Q4: 131,428 shares; 2026Q1: 136,336 shares 136,336 $5.78M 0.06% +4,908 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: 1,534 shares; 2024Q4: 4,833 shares; 2025Q1: 6,998 shares; 2025Q2: 4,466 shares; 2025Q3: 15,805 shares; 2025Q4: 17,173 shares; 2026Q1: 17,547 shares 17,547 $5.72M 0.06% +374 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: 47,513 shares; 2025Q2: 44,129 shares; 2025Q3: 201,955 shares; 2025Q4: 286,061 shares; 2026Q1: 323,721 shares 323,721 $5.69M 0.06% +37,660 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: 6,654 shares; 2024Q4: 6,187 shares; 2025Q1: 6,289 shares; 2025Q2: 6,882 shares; 2025Q3: 777 shares; 2025Q4: 7,807 shares; 2026Q1: 10,088 shares 10,088 $5.68M 0.06% +2,281 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: 8,974 shares; 2024Q4: 9,441 shares; 2025Q1: 12,151 shares; 2025Q2: 11,721 shares; 2025Q3: 31,009 shares; 2025Q4: 28,823 shares; 2026Q1: 31,183 shares 31,183 $5.68M 0.06% +2,360 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly 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: 23,520 shares; 2025Q4: 14,174 shares; 2026Q1: 22,413 shares 22,413 $5.62M 0.06% +8,239 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: 79,464 shares; 2024Q4: 86,863 shares; 2025Q1: 199,825 shares; 2025Q2: 207,166 shares; 2025Q3: 390,210 shares; 2025Q4: 198,931 shares; 2026Q1: 170,044 shares 170,044 $5.51M 0.06% -28,887 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: 11,752 shares; 2024Q4: 52,402 shares; 2025Q1: 51,506 shares; 2025Q2: 49,956 shares; 2025Q3: 53,817 shares; 2025Q4: 51,584 shares; 2026Q1: 42,618 shares 42,618 $5.46M 0.06% -8,966 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,333 shares 70,333 $5.44M 0.05% new 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: 88,798 shares; 2024Q4: 84,827 shares; 2025Q1: 83,375 shares; 2025Q2: 73,526 shares; 2025Q3: 85,119 shares; 2025Q4: 36,452 shares; 2026Q1: 65,728 shares 65,728 $5.43M 0.05% +29,276 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,652 shares; 2025Q1: 29,517 shares; 2025Q2: 29,255 shares; 2025Q3: 55,596 shares; 2025Q4: 66,266 shares; 2026Q1: 78,074 shares 78,074 $5.4M 0.05% +11,808 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: 1,024 shares; 2024Q4: 966 shares; 2025Q1: 1,647 shares; 2025Q2: 3,944 shares; 2025Q3: 9,265 shares; 2025Q4: 12,926 shares; 2026Q1: 15,032 shares 15,032 $5.35M 0.05% +2,106 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: 12,057 shares; 2024Q4: 67,443 shares; 2025Q1: 69,628 shares; 2025Q2: 69,818 shares; 2025Q3: 76,877 shares; 2025Q4: 103,001 shares; 2026Q1: 101,760 shares 101,760 $5.35M 0.05% -1,241 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: 64,521 shares; 2024Q4: 51,554 shares; 2025Q1: 60,429 shares; 2025Q2: 58,730 shares; 2025Q3: 84,811 shares; 2025Q4: 41,136 shares; 2026Q1: 53,385 shares 53,385 $5.3M 0.05% +12,249 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,660 shares; 2025Q3: 10,270 shares; 2025Q4: 17,672 shares; 2026Q1: 19,525 shares 19,525 $5.28M 0.05% +1,853 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,073 shares; 2025Q1: 99,580 shares; 2025Q2: 249,449 shares; 2025Q3: 415,994 shares; 2025Q4: 93,081 shares; 2026Q1: 87,781 shares 87,781 $5.27M 0.05% -5,300 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: 24,007 shares; 2024Q4: 35,523 shares; 2025Q1: 50,314 shares; 2025Q2: 37,426 shares; 2025Q3: 44,169 shares; 2025Q4: 46,626 shares; 2026Q1: 39,780 shares 39,780 $5.25M 0.05% -6,846 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: 119,156 shares; 2024Q4: 147,826 shares; 2025Q1: 150,787 shares; 2025Q2: 148,999 shares; 2025Q3: 19,117 shares; 2025Q4: 12,622 shares; 2026Q1: 152,890 shares 152,890 $5.13M 0.05% +140,268 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,489 shares; 2024Q4: 51,169 shares; 2025Q1: 46,018 shares; 2025Q2: 39,625 shares; 2025Q3: not reported; 2025Q4: 36,196 shares; 2026Q1: 35,211 shares 35,211 $5.12M 0.05% -985 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: 11,850 shares; 2025Q1: 14,012 shares; 2025Q2: 12,047 shares; 2025Q3: 19,699 shares; 2025Q4: 18,907 shares; 2026Q1: 23,853 shares 23,853 $5.09M 0.05% +4,946 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: 91,770 shares; 2024Q4: 121,440 shares; 2025Q1: 114,786 shares; 2025Q2: 102,339 shares; 2025Q3: 135,091 shares; 2025Q4: 110,105 shares; 2026Q1: 101,444 shares 101,444 $5.09M 0.05% -8,661 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,638 shares; 2024Q4: 30,495 shares; 2025Q1: 56,918 shares; 2025Q2: 62,968 shares; 2025Q3: 118,762 shares; 2025Q4: 65,015 shares; 2026Q1: 56,400 shares 56,400 $4.95M 0.05% -8,615 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: 23,426 shares; 2024Q4: 25,327 shares; 2025Q1: 28,972 shares; 2025Q2: 30,279 shares; 2025Q3: 36,904 shares; 2025Q4: 33,152 shares; 2026Q1: 29,920 shares 29,920 $4.95M 0.05% -3,232 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: 6,391 shares; 2024Q4: 39,730 shares; 2025Q1: 39,843 shares; 2025Q2: 39,187 shares; 2025Q3: 42,403 shares; 2025Q4: 41,812 shares; 2026Q1: 33,885 shares 33,885 $4.94M 0.05% -7,927 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,194 shares; 2024Q4: 32,954 shares; 2025Q1: 36,673 shares; 2025Q2: 58,229 shares; 2025Q3: 88,228 shares; 2025Q4: 34,264 shares; 2026Q1: 33,841 shares 33,841 $4.93M 0.05% -423 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 10,248 shares; 2025Q1: 12,518 shares; 2025Q2: 17,180 shares; 2025Q3: 21,445 shares; 2025Q4: 40,235 shares; 2026Q1: 44,848 shares 44,848 $4.85M 0.05% +4,613 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: 10,354 shares; 2024Q4: 12,536 shares; 2025Q1: 28,241 shares; 2025Q2: 23,580 shares; 2025Q3: 15,653 shares; 2025Q4: 25,890 shares; 2026Q1: 23,751 shares 23,751 $4.83M 0.05% -2,139 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: 39,584 shares; 2024Q4: 64,978 shares; 2025Q1: 69,919 shares; 2025Q2: 64,653 shares; 2025Q3: 52,513 shares; 2025Q4: 55,410 shares; 2026Q1: 62,349 shares 62,349 $4.74M 0.05% +6,939 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: 12,758 shares; 2024Q4: 17,569 shares; 2025Q1: 26,483 shares; 2025Q2: 9,026 shares; 2025Q3: 33,428 shares; 2025Q4: 29,957 shares; 2026Q1: 24,068 shares 24,068 $4.64M 0.05% -5,889 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: 10,139 shares; 2024Q4: 9,127 shares; 2025Q1: 34,629 shares; 2025Q2: 49,371 shares; 2025Q3: 63,646 shares; 2025Q4: 58,571 shares; 2026Q1: 62,208 shares 62,208 $4.63M 0.05% +3,637 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: 4,208 shares; 2025Q1: 19,095 shares; 2025Q2: 23,734 shares; 2025Q3: 29,205 shares; 2025Q4: 39,204 shares; 2026Q1: 37,695 shares 37,695 $4.63M 0.05% -1,509 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: not reported; 2024Q4: 529,036 shares; 2025Q1: 431,831 shares; 2025Q2: 239,402 shares; 2025Q3: 210,124 shares; 2025Q4: not reported; 2026Q1: 198,732 shares 198,732 $4.61M 0.05% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,628 shares; 2025Q1: 10,548 shares; 2025Q2: 10,089 shares; 2025Q3: 20,813 shares; 2025Q4: 25,923 shares; 2026Q1: 36,536 shares 36,536 $4.61M 0.05% +10,613 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: 32,470 shares; 2024Q4: 25,185 shares; 2025Q1: 42,700 shares; 2025Q2: 44,827 shares; 2025Q3: 54,580 shares; 2025Q4: 35,133 shares; 2026Q1: 86,681 shares 86,681 $4.61M 0.05% +51,548 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: 6,474 shares; 2024Q4: 11,313 shares; 2025Q1: 11,834 shares; 2025Q2: 11,575 shares; 2025Q3: 12,303 shares; 2025Q4: 53,109 shares; 2026Q1: 65,077 shares 65,077 $4.57M 0.05% +11,968 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 255,567 shares; 2025Q1: 252,723 shares; 2025Q2: 220,986 shares; 2025Q3: 205,336 shares; 2025Q4: not reported; 2026Q1: 189,055 shares 189,055 $4.56M 0.05% new 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: 44,673 shares; 2024Q4: 49,050 shares; 2025Q1: 50,862 shares; 2025Q2: 46,517 shares; 2025Q3: 58,996 shares; 2025Q4: 50,623 shares; 2026Q1: 56,558 shares 56,558 $4.5M 0.05% +5,935 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: 30,791 shares; 2024Q4: 42,815 shares; 2025Q1: 48,218 shares; 2025Q2: 49,820 shares; 2025Q3: 55,272 shares; 2025Q4: 52,375 shares; 2026Q1: 46,518 shares 46,518 $4.48M 0.05% -5,857 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: 8,657 shares; 2024Q4: 20,069 shares; 2025Q1: 10,396 shares; 2025Q2: 9,780 shares; 2025Q3: 11,877 shares; 2025Q4: 3,883 shares; 2026Q1: 10,351 shares 10,351 $4.45M 0.04% +6,468 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: 4,436 shares; 2024Q4: 4,477 shares; 2025Q1: 5,294 shares; 2025Q2: 5,206 shares; 2025Q3: 5,351 shares; 2025Q4: 6,541 shares; 2026Q1: 6,364 shares 6,364 $4.44M 0.04% -177 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,252 shares; 2025Q1: 10,964 shares; 2025Q2: 17,220 shares; 2025Q3: 25,325 shares; 2025Q4: 31,071 shares; 2026Q1: 31,291 shares 31,291 $4.42M 0.04% +220 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 97,955 shares 97,955 $4.41M 0.04% new 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: 45,963 shares; 2024Q4: 51,536 shares; 2025Q1: 43,836 shares; 2025Q2: 67,162 shares; 2025Q3: 124,029 shares; 2025Q4: 39,171 shares; 2026Q1: 85,761 shares 85,761 $4.28M 0.04% +46,590 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,801 shares; 2024Q4: 106,816 shares; 2025Q1: 107,104 shares; 2025Q2: 106,922 shares; 2025Q3: not reported; 2025Q4: 108,849 shares; 2026Q1: 109,060 shares 109,060 $4.27M 0.04% +211 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: 8,546 shares; 2024Q4: 10,893 shares; 2025Q1: 19,423 shares; 2025Q2: 19,808 shares; 2025Q3: 23,015 shares; 2025Q4: 35,404 shares; 2026Q1: 30,170 shares 30,170 $4.25M 0.04% -5,234 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: 5,475 shares; 2024Q4: 7,463 shares; 2025Q1: 29,002 shares; 2025Q2: 40,233 shares; 2025Q3: 57,812 shares; 2025Q4: 44,382 shares; 2026Q1: 45,689 shares 45,689 $4.24M 0.04% +1,307 Timeline DFSB 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: 23,280 shares; 2024Q4: 40,897 shares; 2025Q1: 47,329 shares; 2025Q2: 52,613 shares; 2025Q3: 92,429 shares; 2025Q4: 41,564 shares; 2026Q1: 81,092 shares 81,092 $4.2M 0.04% +39,528 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: 3,129 shares; 2024Q4: 3,226 shares; 2025Q1: 4,652 shares; 2025Q2: 9,679 shares; 2025Q3: 11,906 shares; 2025Q4: 12,926 shares; 2026Q1: 16,700 shares 16,700 $4.18M 0.04% +3,774 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: 64,436 shares; 2024Q4: 173,827 shares; 2025Q1: 197,812 shares; 2025Q2: 216,044 shares; 2025Q3: 170,873 shares; 2025Q4: 195,006 shares; 2026Q1: 164,981 shares 164,981 $4.14M 0.04% -30,025 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: 47,428 shares; 2024Q4: 55,007 shares; 2025Q1: 50,415 shares; 2025Q2: 48,712 shares; 2025Q3: 41,112 shares; 2025Q4: 2,553 shares; 2026Q1: 38,518 shares 38,518 $4.1M 0.04% +35,965 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 3,335 shares; 2025Q1: 5,209 shares; 2025Q2: 5,668 shares; 2025Q3: 689 shares; 2025Q4: 4,423 shares; 2026Q1: 5,632 shares 5,632 $4.1M 0.04% +1,209 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,197 shares 35,197 $4.09M 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: 2,909 shares; 2025Q4: 4,403 shares; 2026Q1: 5,290 shares 5,290 $4.09M 0.04% +887 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: 16,240 shares; 2024Q4: 18,513 shares; 2025Q1: 29,773 shares; 2025Q2: 27,096 shares; 2025Q3: 38,297 shares; 2025Q4: 33,512 shares; 2026Q1: 36,060 shares 36,060 $4.06M 0.04% +2,548 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: 15,988 shares; 2024Q4: 12,466 shares; 2025Q1: 20,350 shares; 2025Q2: 28,119 shares; 2025Q3: 27,331 shares; 2025Q4: 28,678 shares; 2026Q1: 29,797 shares 29,797 $4.04M 0.04% +1,119 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 67,597 shares; 2025Q1: 70,444 shares; 2025Q2: 68,391 shares; 2025Q3: 67,664 shares; 2025Q4: 5,076 shares; 2026Q1: 80,101 shares 80,101 $4M 0.04% +75,025 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 28,705 shares; 2025Q1: 22,098 shares; 2025Q2: 33,497 shares; 2025Q3: 9,355 shares; 2025Q4: 70,985 shares; 2026Q1: 68,652 shares 68,652 $3.99M 0.04% -2,333 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: not reported; 2024Q4: 87,075 shares; 2025Q1: 87,583 shares; 2025Q2: 89,553 shares; 2025Q3: 88,981 shares; 2025Q4: 92,280 shares; 2026Q1: 92,710 shares 92,710 $3.95M 0.04% +430 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: 75,479 shares; 2024Q4: 80,023 shares; 2025Q1: 84,114 shares; 2025Q2: 93,744 shares; 2025Q3: 122,901 shares; 2025Q4: 92,206 shares; 2026Q1: 50,272 shares 50,272 $3.94M 0.04% -41,934 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: 16,143 shares; 2024Q4: 15,015 shares; 2025Q1: 15,227 shares; 2025Q2: 15,328 shares; 2025Q3: 19,317 shares; 2025Q4: 23,170 shares; 2026Q1: 18,559 shares 18,559 $3.92M 0.04% -4,611 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: 11,887 shares; 2024Q4: 34,797 shares; 2025Q1: 36,426 shares; 2025Q2: 42,922 shares; 2025Q3: 32,830 shares; 2025Q4: 20,856 shares; 2026Q1: 21,203 shares 21,203 $3.91M 0.04% +347 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,812 shares 84,812 $3.91M 0.04% new 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: 14,717 shares; 2024Q4: 11,079 shares; 2025Q1: 14,819 shares; 2025Q2: 13,396 shares; 2025Q3: 13,819 shares; 2025Q4: 20,535 shares; 2026Q1: 19,613 shares 19,613 $3.9M 0.04% -922 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: 15,091 shares; 2024Q4: 22,123 shares; 2025Q1: 17,844 shares; 2025Q2: 12,936 shares; 2025Q3: 14,185 shares; 2025Q4: 14,885 shares; 2026Q1: 16,070 shares 16,070 $3.9M 0.04% +1,185 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 91,666 shares; 2025Q1: 85,712 shares; 2025Q2: 84,870 shares; 2025Q3: 82,009 shares; 2025Q4: not reported; 2026Q1: 77,362 shares 77,362 $3.88M 0.04% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 17,850 shares; 2025Q1: 76,032 shares; 2025Q2: 83,453 shares; 2025Q3: 160,699 shares; 2025Q4: 91,358 shares; 2026Q1: 96,407 shares 96,407 $3.87M 0.04% +5,049 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: 17,494 shares; 2024Q4: 16,222 shares; 2025Q1: 20,127 shares; 2025Q2: 23,341 shares; 2025Q3: 37,519 shares; 2025Q4: 30,283 shares; 2026Q1: 26,618 shares 26,618 $3.87M 0.04% -3,665 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 6,216 shares; 2025Q3: 13,310 shares; 2025Q4: 14,927 shares; 2026Q1: 18,069 shares 18,069 $3.83M 0.04% +3,142 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: 45,904 shares; 2024Q4: 48,507 shares; 2025Q1: 53,510 shares; 2025Q2: 47,785 shares; 2025Q3: 13,472 shares; 2025Q4: 74,102 shares; 2026Q1: 78,141 shares 78,141 $3.82M 0.04% +4,039 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: 18,397 shares; 2024Q4: 19,638 shares; 2025Q1: 24,262 shares; 2025Q2: 19,543 shares; 2025Q3: 25,923 shares; 2025Q4: 19,470 shares; 2026Q1: 17,887 shares 17,887 $3.82M 0.04% -1,583 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: 14,558 shares; 2024Q4: 4,353 shares; 2025Q1: 14,697 shares; 2025Q2: 15,718 shares; 2025Q3: 28,236 shares; 2025Q4: 20,565 shares; 2026Q1: 11,114 shares 11,114 $3.81M 0.04% -9,451 Timeline JPIB 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: 13,406 shares; 2025Q1: 12,739 shares; 2025Q2: 13,726 shares; 2025Q3: 73,210 shares; 2025Q4: 44,919 shares; 2026Q1: 79,533 shares 79,533 $3.8M 0.04% +34,614 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: 7,073 shares; 2024Q4: 9,054 shares; 2025Q1: 15,331 shares; 2025Q2: 36,351 shares; 2025Q3: 39,478 shares; 2025Q4: 51,188 shares; 2026Q1: 56,126 shares 56,126 $3.73M 0.04% +4,938 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: 13,321 shares; 2024Q4: 15,646 shares; 2025Q1: 28,647 shares; 2025Q2: 34,948 shares; 2025Q3: 63,218 shares; 2025Q4: 16,626 shares; 2026Q1: 97,116 shares 97,116 $3.73M 0.04% +80,490 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 4,480 shares; 2025Q1: 22,588 shares; 2025Q2: 23,067 shares; 2025Q3: 72,737 shares; 2025Q4: 128,349 shares; 2026Q1: 112,697 shares 112,697 $3.69M 0.04% -15,652 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: 15,737 shares; 2024Q4: 28,878 shares; 2025Q1: 57,148 shares; 2025Q2: 322,564 shares; 2025Q3: 634,648 shares; 2025Q4: 37,016 shares; 2026Q1: 83,346 shares 83,346 $3.67M 0.04% +46,330 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: 8,489 shares; 2024Q4: 56,984 shares; 2025Q1: 42,646 shares; 2025Q2: 73,999 shares; 2025Q3: 11,093 shares; 2025Q4: 6,223 shares; 2026Q1: 78,812 shares 78,812 $3.64M 0.04% +72,589 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,767 shares; 2024Q4: 267,729 shares; 2025Q1: 260,362 shares; 2025Q2: 260,878 shares; 2025Q3: 395,899 shares; 2025Q4: 115,820 shares; 2026Q1: 351,710 shares 351,710 $3.63M 0.04% +235,890 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: 908 shares; 2024Q4: 1,617 shares; 2025Q1: 2,608 shares; 2025Q2: 2,899 shares; 2025Q3: 4,070 shares; 2025Q4: 25,530 shares; 2026Q1: 34,375 shares 34,375 $3.59M 0.04% +8,845 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: 2 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $3.59M 0.04% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 456 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 806 shares; 2025Q4: 817 shares; 2026Q1: 849 shares 849 $3.58M 0.04% +32 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: 195,036 shares; 2024Q4: 131,335 shares; 2025Q1: 132,714 shares; 2025Q2: 158,616 shares; 2025Q3: 184,841 shares; 2025Q4: 211,219 shares; 2026Q1: 123,273 shares 123,273 $3.57M 0.04% -87,946 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,141 shares; 2025Q2: 18,358 shares; 2025Q3: 22,717 shares; 2025Q4: 23,209 shares; 2026Q1: 28,280 shares 28,280 $3.57M 0.04% +5,071 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,801 shares; 2025Q2: 29,497 shares; 2025Q3: 38,078 shares; 2025Q4: 39,600 shares; 2026Q1: 37,715 shares 37,715 $3.55M 0.04% -1,885 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: 8,640 shares; 2024Q4: 11,250 shares; 2025Q1: 11,772 shares; 2025Q2: 9,997 shares; 2025Q3: 7,376 shares; 2025Q4: 24,172 shares; 2026Q1: 26,604 shares 26,604 $3.54M 0.04% +2,432 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,097 shares; 2025Q1: 3,238 shares; 2025Q2: 2,660 shares; 2025Q3: 2,852 shares; 2025Q4: 2,422 shares; 2026Q1: 3,662 shares 3,662 $3.52M 0.04% +1,240 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: 77,506 shares; 2024Q4: 101,171 shares; 2025Q1: 105,726 shares; 2025Q2: 107,807 shares; 2025Q3: 96,831 shares; 2025Q4: 76,988 shares; 2026Q1: 67,128 shares 67,128 $3.49M 0.04% -9,860 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,386 shares; 2025Q1: 9,140 shares; 2025Q2: 29,014 shares; 2025Q3: 29,238 shares; 2025Q4: 48,551 shares; 2026Q1: 59,378 shares 59,378 $3.49M 0.04% +10,827 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 8,237 shares; 2025Q1: 10,042 shares; 2025Q2: 7,635 shares; 2025Q3: 15,726 shares; 2025Q4: 13,040 shares; 2026Q1: 18,347 shares 18,347 $3.48M 0.04% +5,307 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: 2,610 shares; 2025Q1: 4,537 shares; 2025Q2: 7,377 shares; 2025Q3: 921 shares; 2025Q4: 13,134 shares; 2026Q1: 14,636 shares 14,636 $3.48M 0.04% +1,502 Timeline AVSF 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: 61,248 shares; 2024Q4: 55,381 shares; 2025Q1: 67,493 shares; 2025Q2: 69,971 shares; 2025Q3: 113,188 shares; 2025Q4: 69,684 shares; 2026Q1: 74,212 shares 74,212 $3.47M 0.03% +4,528 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 139,871 shares; 2025Q1: 151,414 shares; 2025Q2: 15,571 shares; 2025Q3: 102,602 shares; 2025Q4: not reported; 2026Q1: 34,395 shares 34,395 $3.46M 0.03% new 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: 102,827 shares; 2024Q4: 124,346 shares; 2025Q1: 144,571 shares; 2025Q2: 149,257 shares; 2025Q3: 155,783 shares; 2025Q4: 197,668 shares; 2026Q1: 121,684 shares 121,684 $3.42M 0.03% -75,984 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 18,146 shares; 2025Q1: 30,662 shares; 2025Q2: 36,013 shares; 2025Q3: 24,779 shares; 2025Q4: 33,889 shares; 2026Q1: 41,739 shares 41,739 $3.41M 0.03% +7,850 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: 5,815 shares; 2024Q4: 6,957 shares; 2025Q1: 7,946 shares; 2025Q2: 6,050 shares; 2025Q3: 12,047 shares; 2025Q4: 9,855 shares; 2026Q1: 19,657 shares 19,657 $3.41M 0.03% +9,802 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: 522 shares; 2024Q4: 701 shares; 2025Q1: 1,336 shares; 2025Q2: 1,991 shares; 2025Q3: 2,704 shares; 2025Q4: 3,160 shares; 2026Q1: 4,573 shares 4,573 $3.38M 0.03% +1,413 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: 4,631 shares; 2024Q4: 5,968 shares; 2025Q1: 7,702 shares; 2025Q2: 8,131 shares; 2025Q3: not reported; 2025Q4: 9,615 shares; 2026Q1: 9,849 shares 9,849 $3.36M 0.03% +234 Timeline SPHB 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: 3,193 shares; 2025Q3: 28,645 shares; 2025Q4: 20,737 shares; 2026Q1: 28,782 shares 28,782 $3.34M 0.03% +8,045 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 2,504 shares; 2025Q1: 4,507 shares; 2025Q2: 3,744 shares; 2025Q3: 5,339 shares; 2025Q4: 5,568 shares; 2026Q1: 6,188 shares 6,188 $3.33M 0.03% +620 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: 2,155 shares; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares; 2026Q1: 11,119 shares 11,119 $3.3M 0.03% +5,351 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: 9,077 shares; 2024Q4: 15,753 shares; 2025Q1: 19,680 shares; 2025Q2: 19,997 shares; 2025Q3: 32,919 shares; 2025Q4: 37,618 shares; 2026Q1: 33,494 shares 33,494 $3.3M 0.03% -4,124 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: 11,297 shares; 2024Q4: 13,232 shares; 2025Q1: 11,879 shares; 2025Q2: 5,178 shares; 2025Q3: 4,095 shares; 2025Q4: 11,052 shares; 2026Q1: 9,966 shares 9,966 $3.26M 0.03% -1,086 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: 13,269 shares; 2024Q4: 9,097 shares; 2025Q1: 5,668 shares; 2025Q2: 8,593 shares; 2025Q3: 11,119 shares; 2025Q4: 14,375 shares; 2026Q1: 14,389 shares 14,389 $3.25M 0.03% +14 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: 420 shares; 2024Q4: 1,079 shares; 2025Q1: 1,251 shares; 2025Q2: 1,477 shares; 2025Q3: 1,705 shares; 2025Q4: 1,655 shares; 2026Q1: 2,458 shares 2,458 $3.25M 0.03% +803 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 17,967 shares; 2025Q4: 13,577 shares; 2026Q1: 20,100 shares 20,100 $3.23M 0.03% +6,523 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,923 shares; 2025Q2: 1,974 shares; 2025Q3: 1,015 shares; 2025Q4: 1,144 shares; 2026Q1: 7,576 shares 7,576 $3.22M 0.03% +6,432 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: 3,501 shares; 2024Q4: 5,737 shares; 2025Q1: 8,838 shares; 2025Q2: 9,653 shares; 2025Q3: 13,633 shares; 2025Q4: 10,888 shares; 2026Q1: 11,022 shares 11,022 $3.22M 0.03% +134 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: 31,559 shares; 2024Q4: 29,902 shares; 2025Q1: 29,473 shares; 2025Q2: 28,686 shares; 2025Q3: 43,988 shares; 2025Q4: 31,590 shares; 2026Q1: 31,433 shares 31,433 $3.21M 0.03% -157 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: 6,894 shares; 2024Q4: 10,832 shares; 2025Q1: 13,347 shares; 2025Q2: 9,185 shares; 2025Q3: 16,437 shares; 2025Q4: 11,962 shares; 2026Q1: 11,809 shares 11,809 $3.19M 0.03% -153 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: 3,367 shares; 2024Q4: 10,138 shares; 2025Q1: 10,242 shares; 2025Q2: 10,440 shares; 2025Q3: 10,564 shares; 2025Q4: 12,392 shares; 2026Q1: 12,404 shares 12,404 $3.19M 0.03% +12 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,101 shares; 2025Q2: 26,087 shares; 2025Q3: 27,668 shares; 2025Q4: 26,277 shares; 2026Q1: 28,082 shares 28,082 $3.17M 0.03% +1,805 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: 14,251 shares; 2024Q4: 55,746 shares; 2025Q1: 52,872 shares; 2025Q2: 50,382 shares; 2025Q3: 51,768 shares; 2025Q4: 45,141 shares; 2026Q1: 32,761 shares 32,761 $3.17M 0.03% -12,380 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 8,676 shares; 2025Q1: 10,855 shares; 2025Q2: 9,033 shares; 2025Q3: 12,748 shares; 2025Q4: 16,059 shares; 2026Q1: 25,848 shares 25,848 $3.13M 0.03% +9,789 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 12,485 shares; 2025Q1: 13,300 shares; 2025Q2: 13,249 shares; 2025Q3: 11,933 shares; 2025Q4: 13,439 shares; 2026Q1: 13,557 shares 13,557 $3.12M 0.03% +118 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: not reported; 2025Q4: 30,119 shares; 2026Q1: 46,831 shares 46,831 $3.1M 0.03% +16,712 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: 14,027 shares; 2024Q4: 9,731 shares; 2025Q1: 6,538 shares; 2025Q2: 4,310 shares; 2025Q3: 6,020 shares; 2025Q4: 14,791 shares; 2026Q1: 9,865 shares 9,865 $3.07M 0.03% -4,926 Timeline DLS 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: 50,711 shares; 2024Q4: 50,091 shares; 2025Q1: 52,502 shares; 2025Q2: 48,366 shares; 2025Q3: 75,786 shares; 2025Q4: 39,648 shares; 2026Q1: 37,122 shares 37,122 $3.03M 0.03% -2,526 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,040 shares; 2024Q4: 30,541 shares; 2025Q1: 31,987 shares; 2025Q2: 21,696 shares; 2025Q3: 23,220 shares; 2025Q4: 35,537 shares; 2026Q1: 31,120 shares 31,120 $3M 0.03% -4,417 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: 11,654 shares; 2024Q4: 16,083 shares; 2025Q1: 18,830 shares; 2025Q2: 21,387 shares; 2025Q3: 24,440 shares; 2025Q4: 23,549 shares; 2026Q1: 23,934 shares 23,934 $2.99M 0.03% +385 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: 14,133 shares; 2024Q4: 5,844 shares; 2025Q1: 8,411 shares; 2025Q2: 8,618 shares; 2025Q3: 11,639 shares; 2025Q4: 13,326 shares; 2026Q1: 12,310 shares 12,310 $2.99M 0.03% -1,016 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,646 shares; 2024Q4: 47,804 shares; 2025Q1: 55,911 shares; 2025Q2: 63,018 shares; 2025Q3: 68,024 shares; 2025Q4: not reported; 2026Q1: 66,977 shares 66,977 $2.98M 0.03% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 8,767 shares; 2025Q1: 9,239 shares; 2025Q2: 11,360 shares; 2025Q3: 14,048 shares; 2025Q4: 14,398 shares; 2026Q1: 13,782 shares 13,782 $2.95M 0.03% -616 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: 15,451 shares; 2024Q4: 12,824 shares; 2025Q1: 13,441 shares; 2025Q2: 19,148 shares; 2025Q3: 30,162 shares; 2025Q4: 15,814 shares; 2026Q1: 10,266 shares 10,266 $2.95M 0.03% -5,548 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,850 shares 37,850 $2.94M 0.03% new 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: 11,669 shares; 2024Q4: 4,098 shares; 2025Q1: 7,211 shares; 2025Q2: 9,591 shares; 2025Q3: 11,367 shares; 2025Q4: 9,129 shares; 2026Q1: 12,023 shares 12,023 $2.94M 0.03% +2,894 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,282 shares; 2025Q4: 6,283 shares; 2026Q1: 4,626 shares 4,626 $2.93M 0.03% -1,657 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: 4,341 shares; 2024Q4: 4,328 shares; 2025Q1: 4,559 shares; 2025Q2: 4,368 shares; 2025Q3: 4,944 shares; 2025Q4: 4,179 shares; 2026Q1: 8,158 shares 8,158 $2.91M 0.03% +3,979 Timeline OUSM ALPS ETF TR More: the full row for ALPS 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: 9,994 shares; 2026Q1: 66,262 shares 66,262 $2.9M 0.03% +56,268 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 7,884 shares; 2025Q1: 10,552 shares; 2025Q2: 9,970 shares; 2025Q3: 9,399 shares; 2025Q4: 11,680 shares; 2026Q1: 11,707 shares 11,707 $2.89M 0.03% +27 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: not reported; 2025Q1: 11,302 shares; 2025Q2: 17,413 shares; 2025Q3: 19,147 shares; 2025Q4: 16,957 shares; 2026Q1: 22,030 shares 22,030 $2.88M 0.03% +5,073 Timeline STPZ 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: 69,417 shares; 2024Q4: 68,129 shares; 2025Q1: 67,161 shares; 2025Q2: 66,065 shares; 2025Q3: 58,855 shares; 2025Q4: not reported; 2026Q1: 53,245 shares 53,245 $2.88M 0.03% new 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: 2,163 shares; 2024Q4: 2,300 shares; 2025Q1: 3,546 shares; 2025Q2: 6,054 shares; 2025Q3: 3,827 shares; 2025Q4: 9,888 shares; 2026Q1: 15,753 shares 15,753 $2.86M 0.03% +5,865 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,389 shares; 2025Q1: 88,509 shares; 2025Q2: 87,192 shares; 2025Q3: 87,243 shares; 2025Q4: 30,635 shares; 2026Q1: 31,719 shares 31,719 $2.81M 0.03% +1,084 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: 3,616 shares; 2024Q4: 17,515 shares; 2025Q1: 17,845 shares; 2025Q2: 11,264 shares; 2025Q3: 13,958 shares; 2025Q4: 8,998 shares; 2026Q1: 14,422 shares 14,422 $2.8M 0.03% +5,424 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,660 shares; 2024Q4: 25,379 shares; 2025Q1: 27,797 shares; 2025Q2: 25,912 shares; 2025Q3: 49,058 shares; 2025Q4: 25,584 shares; 2026Q1: 28,624 shares 28,624 $2.8M 0.03% +3,040 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: 23,296 shares; 2024Q4: 23,975 shares; 2025Q1: 24,001 shares; 2025Q2: 25,117 shares; 2025Q3: 8,687 shares; 2025Q4: 23,260 shares; 2026Q1: 23,481 shares 23,481 $2.78M 0.03% +221 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: 26,917 shares; 2024Q4: 58,564 shares; 2025Q1: 52,186 shares; 2025Q2: 45,724 shares; 2025Q3: 60,900 shares; 2025Q4: 54,978 shares; 2026Q1: 42,104 shares 42,104 $2.78M 0.03% -12,874 Timeline XSVM 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: 15,232 shares; 2024Q4: 24,923 shares; 2025Q1: 28,454 shares; 2025Q2: 45,468 shares; 2025Q3: 44,485 shares; 2025Q4: 44,575 shares; 2026Q1: 45,838 shares 45,838 $2.76M 0.03% +1,263 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 10,823 shares; 2025Q1: 18,703 shares; 2025Q2: 21,049 shares; 2025Q3: 26,501 shares; 2025Q4: 22,341 shares; 2026Q1: 17,175 shares 17,175 $2.75M 0.03% -5,166 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,628 shares; 2024Q4: 11,041 shares; 2025Q1: 13,315 shares; 2025Q2: 13,444 shares; 2025Q3: 22,600 shares; 2025Q4: 14,374 shares; 2026Q1: 26,521 shares 26,521 $2.74M 0.03% +12,147 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: 48,597 shares; 2024Q4: 45,631 shares; 2025Q1: 61,655 shares; 2025Q2: 61,675 shares; 2025Q3: 106,868 shares; 2025Q4: 60,891 shares; 2026Q1: 59,722 shares 59,722 $2.7M 0.03% -1,169 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,692 shares; 2025Q1: 11,005 shares; 2025Q2: 17,761 shares; 2025Q3: 23,721 shares; 2025Q4: 39,747 shares; 2026Q1: 38,823 shares 38,823 $2.69M 0.03% -924 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: 3,300 shares; 2024Q4: 7,840 shares; 2025Q1: 8,944 shares; 2025Q2: 9,582 shares; 2025Q3: 11,512 shares; 2025Q4: 11,639 shares; 2026Q1: 10,261 shares 10,261 $2.67M 0.03% -1,378 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: 10,059 shares; 2024Q4: 35,506 shares; 2025Q1: 34,085 shares; 2025Q2: 40,248 shares; 2025Q3: 31,217 shares; 2025Q4: 55,792 shares; 2026Q1: 102,817 shares 102,817 $2.64M 0.03% +47,025 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 7,760 shares; 2025Q1: 17,740 shares; 2025Q2: 17,864 shares; 2025Q3: 18,074 shares; 2025Q4: 30,501 shares; 2026Q1: 40,841 shares 40,841 $2.62M 0.03% +10,340 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 2,511 shares; 2025Q1: 2,787 shares; 2025Q2: 3,301 shares; 2025Q3: 4,354 shares; 2025Q4: 3,752 shares; 2026Q1: 6,047 shares 6,047 $2.61M 0.03% +2,295 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,040 shares; 2025Q2: 14,751 shares; 2025Q3: 21,661 shares; 2025Q4: 23,032 shares; 2026Q1: 20,999 shares 20,999 $2.59M 0.03% -2,033 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: 1,401 shares; 2025Q1: 2,742 shares; 2025Q2: 9,562 shares; 2025Q3: 11,933 shares; 2025Q4: 16,797 shares; 2026Q1: 14,122 shares 14,122 $2.58M 0.03% -2,675 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: 39,988 shares; 2024Q4: 35,907 shares; 2025Q1: 29,849 shares; 2025Q2: 32,299 shares; 2025Q3: 31,012 shares; 2025Q4: 40,554 shares; 2026Q1: 27,694 shares 27,694 $2.57M 0.03% -12,860 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: 6,080 shares; 2025Q2: 5,914 shares; 2025Q3: 17,470 shares; 2025Q4: 20,306 shares; 2026Q1: 23,163 shares 23,163 $2.57M 0.03% +2,857 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,539 shares; 2025Q1: 21,893 shares; 2025Q2: 21,378 shares; 2025Q3: 25,461 shares; 2025Q4: 19,713 shares; 2026Q1: 19,576 shares 19,576 $2.56M 0.03% -137 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: 18,832 shares; 2024Q4: 16,504 shares; 2025Q1: 18,815 shares; 2025Q2: 21,957 shares; 2025Q3: 9,385 shares; 2025Q4: 20,555 shares; 2026Q1: 18,519 shares 18,519 $2.56M 0.03% -2,036 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly 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: 78,371 shares; 2025Q4: 47,157 shares; 2026Q1: 70,875 shares 70,875 $2.55M 0.03% +23,718 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,788 shares; 2025Q2: 12,515 shares; 2025Q3: 17,055 shares; 2025Q4: 21,871 shares; 2026Q1: 30,324 shares 30,324 $2.54M 0.03% +8,453 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 2,363 shares; 2025Q3: 13,757 shares; 2025Q4: 19,535 shares; 2026Q1: 21,319 shares 21,319 $2.53M 0.03% +1,784 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 10,272 shares; 2025Q2: 16,850 shares; 2025Q3: 19,171 shares; 2025Q4: 18,272 shares; 2026Q1: 16,596 shares 16,596 $2.5M 0.03% -1,676 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 6,135 shares; 2025Q2: 8,488 shares; 2025Q3: 15,951 shares; 2025Q4: 16,678 shares; 2026Q1: 10,817 shares 10,817 $2.5M 0.03% -5,861 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: 17,495 shares; 2024Q4: 16,044 shares; 2025Q1: 19,475 shares; 2025Q2: 22,256 shares; 2025Q3: 17,082 shares; 2025Q4: 18,904 shares; 2026Q1: 16,487 shares 16,487 $2.5M 0.03% -2,417 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: 53,716 shares; 2024Q4: 56,454 shares; 2025Q1: 57,255 shares; 2025Q2: 52,820 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,763 shares 51,763 $2.48M 0.02% new 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: 25,913 shares; 2024Q4: 25,340 shares; 2025Q1: 26,577 shares; 2025Q2: 26,930 shares; 2025Q3: 48,897 shares; 2025Q4: 26,962 shares; 2026Q1: 29,790 shares 29,790 $2.45M 0.02% +2,828 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 5,252 shares; 2025Q3: 13,263 shares; 2025Q4: 14,544 shares; 2026Q1: 18,618 shares 18,618 $2.45M 0.02% +4,074 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: 39,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,734 shares 24,734 $2.45M 0.02% new 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: 6,161 shares; 2024Q4: 6,190 shares; 2025Q1: 6,344 shares; 2025Q2: 6,895 shares; 2025Q3: 6,137 shares; 2025Q4: 9,553 shares; 2026Q1: 10,177 shares 10,177 $2.44M 0.02% +624 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,761 shares; 2024Q4: 25,912 shares; 2025Q1: 32,321 shares; 2025Q2: 35,777 shares; 2025Q3: 81,891 shares; 2025Q4: 48,615 shares; 2026Q1: 29,300 shares 29,300 $2.44M 0.02% -19,315 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,567 shares; 2024Q4: 17,079 shares; 2025Q1: 7,157 shares; 2025Q2: 7,029 shares; 2025Q3: 6,340 shares; 2025Q4: not reported; 2026Q1: 26,204 shares 26,204 $2.43M 0.02% new 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: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 9,470 shares; 2025Q2: 9,283 shares; 2025Q3: 16,279 shares; 2025Q4: 15,548 shares; 2026Q1: 12,199 shares 12,199 $2.42M 0.02% -3,349 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: 58,658 shares; 2024Q4: 31,483 shares; 2025Q1: 71,740 shares; 2025Q2: 90,153 shares; 2025Q3: 145,286 shares; 2025Q4: 55,586 shares; 2026Q1: 49,606 shares 49,606 $2.38M 0.02% -5,980 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,932 shares; 2024Q4: 41,888 shares; 2025Q1: 52,577 shares; 2025Q2: 52,694 shares; 2025Q3: 48,547 shares; 2025Q4: 48,660 shares; 2026Q1: 49,223 shares 49,223 $2.36M 0.02% +563 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: not reported; 2024Q4: 20,463 shares; 2025Q1: 59,044 shares; 2025Q2: 58,162 shares; 2025Q3: 89,737 shares; 2025Q4: 46,261 shares; 2026Q1: 50,334 shares 50,334 $2.36M 0.02% +4,073 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: 14,682 shares; 2024Q4: 16,394 shares; 2025Q1: 16,866 shares; 2025Q2: 15,157 shares; 2025Q3: 16,884 shares; 2025Q4: 17,452 shares; 2026Q1: 17,917 shares 17,917 $2.35M 0.02% +465 Timeline DFSE 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: 29,252 shares; 2024Q4: 38,012 shares; 2025Q1: 47,794 shares; 2025Q2: 46,573 shares; 2025Q3: 62,239 shares; 2025Q4: 54,346 shares; 2026Q1: 55,140 shares 55,140 $2.34M 0.02% +794 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: 4,713 shares; 2024Q4: 11,189 shares; 2025Q1: 11,692 shares; 2025Q2: 7,551 shares; 2025Q3: 13,824 shares; 2025Q4: 7,751 shares; 2026Q1: 12,497 shares 12,497 $2.33M 0.02% +4,746 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,797 shares; 2024Q4: 55,985 shares; 2025Q1: 55,340 shares; 2025Q2: 52,878 shares; 2025Q3: 14,343 shares; 2025Q4: 53,084 shares; 2026Q1: 50,137 shares 50,137 $2.32M 0.02% -2,947 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 2,253 shares; 2025Q1: 2,519 shares; 2025Q2: 3,282 shares; 2025Q3: 4,136 shares; 2025Q4: 3,117 shares; 2026Q1: 4,663 shares 4,663 $2.31M 0.02% +1,546 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 4,190 shares; 2025Q4: 5,608 shares; 2026Q1: 6,055 shares 6,055 $2.3M 0.02% +447 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 1,097 shares; 2025Q2: 1,361 shares; 2025Q3: 4,487 shares; 2025Q4: 5,592 shares; 2026Q1: 4,716 shares 4,716 $2.26M 0.02% -876 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: 5,574 shares; 2024Q4: 4,712 shares; 2025Q1: 6,494 shares; 2025Q2: 8,317 shares; 2025Q3: 8,911 shares; 2025Q4: 7,733 shares; 2026Q1: 7,571 shares 7,571 $2.26M 0.02% -162 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 5,364 shares; 2025Q1: 7,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,063 shares 54,063 $2.25M 0.02% new Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 14,837 shares; 2025Q4: 14,837 shares; 2026Q1: 14,837 shares 14,837 $2.25M 0.02% 0 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: 6,331 shares; 2024Q4: 5,777 shares; 2025Q1: 25,656 shares; 2025Q2: 26,213 shares; 2025Q3: 43,986 shares; 2025Q4: 24,034 shares; 2026Q1: 24,431 shares 24,431 $2.23M 0.02% +397 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: 8,361 shares; 2024Q4: 25,613 shares; 2025Q1: 29,304 shares; 2025Q2: 25,456 shares; 2025Q3: 20,826 shares; 2025Q4: 29,021 shares; 2026Q1: 27,854 shares 27,854 $2.19M 0.02% -1,167 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,349 shares; 2026Q1: 68,289 shares 68,289 $2.19M 0.02% +37,940 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,019 shares; 2025Q2: 1,823 shares; 2025Q3: 4,536 shares; 2025Q4: 5,807 shares; 2026Q1: 9,448 shares 9,448 $2.16M 0.02% +3,641 Timeline PJIO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,079 shares; 2026Q1: 38,795 shares 38,795 $2.15M 0.02% +31,716 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,006 shares; 2024Q4: 40,471 shares; 2025Q1: 50,066 shares; 2025Q2: 44,020 shares; 2025Q3: 59,625 shares; 2025Q4: 45,386 shares; 2026Q1: 45,470 shares 45,470 $2.14M 0.02% +84 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,640 shares; 2025Q1: 4,583 shares; 2025Q2: 5,718 shares; 2025Q3: 6,427 shares; 2025Q4: 8,361 shares; 2026Q1: 9,836 shares 9,836 $2.13M 0.02% +1,475 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: 64,642 shares; 2024Q4: 55,976 shares; 2025Q1: 75,733 shares; 2025Q2: 83,383 shares; 2025Q3: 103,706 shares; 2025Q4: 68,117 shares; 2026Q1: 92,923 shares 92,923 $2.13M 0.02% +24,806 Timeline DGS 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: 39,974 shares; 2024Q4: 40,913 shares; 2025Q1: 42,998 shares; 2025Q2: 40,747 shares; 2025Q3: 68,499 shares; 2025Q4: 36,139 shares; 2026Q1: 35,364 shares 35,364 $2.13M 0.02% -775 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: 2,541 shares; 2024Q4: 2,940 shares; 2025Q1: 4,301 shares; 2025Q2: 5,023 shares; 2025Q3: 3,709 shares; 2025Q4: 3,981 shares; 2026Q1: 7,956 shares 7,956 $2.12M 0.02% +3,975 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,199 shares; 2024Q4: 103,474 shares; 2025Q1: 136,659 shares; 2025Q2: 169,209 shares; 2025Q3: 347,921 shares; 2025Q4: 182,548 shares; 2026Q1: 208,155 shares 208,155 $2.12M 0.02% +25,607 Timeline AVIG 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: 8,232 shares; 2025Q2: 447,245 shares; 2025Q3: 975,121 shares; 2025Q4: not reported; 2026Q1: 50,730 shares 50,730 $2.11M 0.02% new Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly 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: 53,324 shares; 2025Q4: 32,401 shares; 2026Q1: 49,414 shares 49,414 $2.1M 0.02% +17,013 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: 9,427 shares; 2024Q4: 2,297 shares; 2025Q1: 10,515 shares; 2025Q2: 1,357 shares; 2025Q3: 18,038 shares; 2025Q4: 11,136 shares; 2026Q1: 18,233 shares 18,233 $2.1M 0.02% +7,097 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: 9,347 shares; 2025Q1: 11,741 shares; 2025Q2: 3,990 shares; 2025Q3: not reported; 2025Q4: 4,195 shares; 2026Q1: 22,465 shares 22,465 $2.08M 0.02% +18,270 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: 4,051 shares; 2024Q4: 4,065 shares; 2025Q1: 4,558 shares; 2025Q2: 3,657 shares; 2025Q3: 4,628 shares; 2025Q4: 11,238 shares; 2026Q1: 14,171 shares 14,171 $2.08M 0.02% +2,933 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: 19,093 shares; 2024Q4: 56,489 shares; 2025Q1: 56,671 shares; 2025Q2: 60,505 shares; 2025Q3: 52,068 shares; 2025Q4: 62,531 shares; 2026Q1: 74,367 shares 74,367 $2.07M 0.02% +11,836 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: 3,504 shares; 2025Q2: 6,119 shares; 2025Q3: 10,540 shares; 2025Q4: 11,321 shares; 2026Q1: 10,288 shares 10,288 $2.06M 0.02% -1,033 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: 6,266 shares; 2025Q2: 10,282 shares; 2025Q3: 14,552 shares; 2025Q4: 11,769 shares; 2026Q1: 8,193 shares 8,193 $2.03M 0.02% -3,576 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,662 shares; 2025Q2: 4,461 shares; 2025Q3: 6,060 shares; 2025Q4: 5,502 shares; 2026Q1: 5,909 shares 5,909 $2.03M 0.02% +407 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,960 shares; 2025Q1: 14,640 shares; 2025Q2: 23,243 shares; 2025Q3: 58,691 shares; 2025Q4: 31,863 shares; 2026Q1: 34,051 shares 34,051 $2.01M 0.02% +2,188 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,969 shares; 2025Q1: 6,063 shares; 2025Q2: 3,564 shares; 2025Q3: 5,938 shares; 2025Q4: 3,652 shares; 2026Q1: 2,957 shares 2,957 $2.01M 0.02% -695 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: not reported; 2024Q4: 49,383 shares; 2025Q1: 49,152 shares; 2025Q2: not reported; 2025Q3: 37,212 shares; 2025Q4: not reported; 2026Q1: 19,806 shares 19,806 $2M 0.02% new Timeline QYLD 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: not reported; 2026Q1: 116,788 shares 116,788 $2M 0.02% new 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: 72,994 shares; 2024Q4: 67,755 shares; 2025Q1: 75,338 shares; 2025Q2: 75,205 shares; 2025Q3: 87,358 shares; 2025Q4: 69,440 shares; 2026Q1: 42,828 shares 42,828 $2M 0.02% -26,612 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,144 shares; 2024Q4: 23,245 shares; 2025Q1: 30,225 shares; 2025Q2: 36,054 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,143 shares 47,143 $1.99M 0.02% new 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: 7,856 shares; 2024Q4: 8,788 shares; 2025Q1: 10,561 shares; 2025Q2: 12,021 shares; 2025Q3: 13,009 shares; 2025Q4: 11,672 shares; 2026Q1: 12,257 shares 12,257 $1.98M 0.02% +585 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: 3,671 shares; 2024Q4: 11,685 shares; 2025Q1: 9,425 shares; 2025Q2: 15,270 shares; 2025Q3: 7,583 shares; 2025Q4: 22,268 shares; 2026Q1: 17,721 shares 17,721 $1.97M 0.02% -4,547 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 3,888 shares; 2025Q3: 8,140 shares; 2025Q4: 13,082 shares; 2026Q1: 11,908 shares 11,908 $1.96M 0.02% -1,174 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,757 shares; 2024Q4: 18,693 shares; 2025Q1: 24,607 shares; 2025Q2: 23,774 shares; 2025Q3: 52,919 shares; 2025Q4: 49,686 shares; 2026Q1: 58,576 shares 58,576 $1.96M 0.02% +8,890 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 19,064 shares; 2025Q1: 26,202 shares; 2025Q2: 34,259 shares; 2025Q3: 45,505 shares; 2025Q4: 47,710 shares; 2026Q1: 42,256 shares 42,256 $1.94M 0.02% -5,454 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 1,916 shares; 2025Q4: 4,136 shares; 2026Q1: 3,257 shares 3,257 $1.93M 0.02% -879 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: 31,046 shares; 2024Q4: 29,007 shares; 2025Q1: 23,867 shares; 2025Q2: 22,243 shares; 2025Q3: 9,238 shares; 2025Q4: 34,057 shares; 2026Q1: 40,616 shares 40,616 $1.93M 0.02% +6,559 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: 6,234 shares; 2024Q4: 8,498 shares; 2025Q1: 8,751 shares; 2025Q2: 8,903 shares; 2025Q3: 7,234 shares; 2025Q4: 10,278 shares; 2026Q1: 5,467 shares 5,467 $1.92M 0.02% -4,811 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: 6,659 shares; 2024Q4: 9,876 shares; 2025Q1: 11,776 shares; 2025Q2: 10,567 shares; 2025Q3: 11,914 shares; 2025Q4: 9,713 shares; 2026Q1: 9,443 shares 9,443 $1.92M 0.02% -270 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 28,315 shares; 2025Q4: 35,367 shares; 2026Q1: 141,557 shares 141,557 $1.91M 0.02% +106,190 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: not reported; 2025Q1: 10,409 shares; 2025Q2: 13,837 shares; 2025Q3: 17,014 shares; 2025Q4: 15,660 shares; 2026Q1: 20,392 shares 20,392 $1.91M 0.02% +4,732 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: 1,217 shares; 2025Q2: 1,301 shares; 2025Q3: 2,170 shares; 2025Q4: 2,378 shares; 2026Q1: 2,790 shares 2,790 $1.9M 0.02% +412 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 6,877 shares; 2025Q3: 27,061 shares; 2025Q4: 40,884 shares; 2026Q1: 35,228 shares 35,228 $1.9M 0.02% -5,656 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 6,352 shares; 2025Q2: 11,260 shares; 2025Q3: 29,386 shares; 2025Q4: 42,702 shares; 2026Q1: 23,543 shares 23,543 $1.89M 0.02% -19,159 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,177 shares; 2025Q2: 9,410 shares; 2025Q3: 7,203 shares; 2025Q4: 7,388 shares; 2026Q1: 11,365 shares 11,365 $1.88M 0.02% +3,977 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 5,747 shares 5,747 $1.87M 0.02% +4,836 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 3,021 shares; 2025Q3: 3,430 shares; 2025Q4: 3,155 shares; 2026Q1: 3,553 shares 3,553 $1.86M 0.02% +398 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,148 shares; 2025Q1: 3,777 shares; 2025Q2: 3,706 shares; 2025Q3: 4,636 shares; 2025Q4: 3,341 shares; 2026Q1: 4,027 shares 4,027 $1.86M 0.02% +686 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: 13,754 shares; 2024Q4: 9,436 shares; 2025Q1: 12,636 shares; 2025Q2: 12,541 shares; 2025Q3: 17,026 shares; 2025Q4: 11,293 shares; 2026Q1: 5,004 shares 5,004 $1.85M 0.02% -6,289 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: 11,569 shares; 2024Q4: 13,089 shares; 2025Q1: 11,746 shares; 2025Q2: 18,425 shares; 2025Q3: 11,062 shares; 2025Q4: 7,869 shares; 2026Q1: 19,297 shares 19,297 $1.83M 0.02% +11,428 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: 26,797 shares; 2024Q4: 23,008 shares; 2025Q1: 36,310 shares; 2025Q2: 38,573 shares; 2025Q3: 42,075 shares; 2025Q4: 47,212 shares; 2026Q1: 40,384 shares 40,384 $1.83M 0.02% -6,828 Timeline GRID 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: 2,528 shares; 2025Q3: 4,933 shares; 2025Q4: 3,721 shares; 2026Q1: 11,177 shares 11,177 $1.83M 0.02% +7,456 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: 2,887 shares; 2024Q4: not reported; 2025Q1: 10,137 shares; 2025Q2: 42,850 shares; 2025Q3: 80,405 shares; 2025Q4: 15,380 shares; 2026Q1: 25,104 shares 25,104 $1.81M 0.02% +9,724 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,799 shares; 2024Q4: 48,924 shares; 2025Q1: 46,530 shares; 2025Q2: 84,074 shares; 2025Q3: 13,208 shares; 2025Q4: not reported; 2026Q1: 71,360 shares 71,360 $1.79M 0.02% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly 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: 44,736 shares; 2025Q4: 28,607 shares; 2026Q1: 43,141 shares 43,141 $1.78M 0.02% +14,534 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 1,637 shares; 2025Q1: 2,331 shares; 2025Q2: 1,590 shares; 2025Q3: 2,052 shares; 2025Q4: 2,783 shares; 2026Q1: 3,987 shares 3,987 $1.77M 0.02% +1,204 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 6,671 shares; 2025Q2: 19,195 shares; 2025Q3: 15,385 shares; 2025Q4: 24,036 shares; 2026Q1: 42,604 shares 42,604 $1.77M 0.02% +18,568 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,735 shares; 2025Q1: 9,774 shares; 2025Q2: 11,986 shares; 2025Q3: 15,325 shares; 2025Q4: 15,504 shares; 2026Q1: 18,836 shares 18,836 $1.77M 0.02% +3,332 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: 34,145 shares; 2024Q4: 39,352 shares; 2025Q1: 38,942 shares; 2025Q2: 19,021 shares; 2025Q3: 29,327 shares; 2025Q4: 20,157 shares; 2026Q1: 18,154 shares 18,154 $1.76M 0.02% -2,003 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 10,938 shares; 2025Q3: 13,777 shares; 2025Q4: 19,364 shares; 2026Q1: 18,840 shares 18,840 $1.76M 0.02% -524 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: 22,713 shares; 2024Q4: 31,886 shares; 2025Q1: 35,192 shares; 2025Q2: 26,827 shares; 2025Q3: 35,058 shares; 2025Q4: 29,485 shares; 2026Q1: 35,686 shares 35,686 $1.76M 0.02% +6,201 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: 25,056 shares; 2024Q4: 20,407 shares; 2025Q1: 19,201 shares; 2025Q2: 21,732 shares; 2025Q3: 3,128 shares; 2025Q4: 17,844 shares; 2026Q1: 17,072 shares 17,072 $1.75M 0.02% -772 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 7,599 shares; 2025Q3: 11,777 shares; 2025Q4: 19,844 shares; 2026Q1: 19,988 shares 19,988 $1.75M 0.02% +144 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 4,058 shares; 2025Q3: 4,386 shares; 2025Q4: 5,942 shares; 2026Q1: 6,971 shares 6,971 $1.74M 0.02% +1,029 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: 18,043 shares; 2024Q4: 42,029 shares; 2025Q1: 22,761 shares; 2025Q2: 19,912 shares; 2025Q3: 22,935 shares; 2025Q4: 3,279 shares; 2026Q1: 25,407 shares 25,407 $1.73M 0.02% +22,128 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 13,581 shares; 2025Q3: 33,888 shares; 2025Q4: 32,936 shares; 2026Q1: 31,803 shares 31,803 $1.73M 0.02% -1,133 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: 21,470 shares; 2024Q4: 10,602 shares; 2025Q1: 30,296 shares; 2025Q2: 34,631 shares; 2025Q3: 69,096 shares; 2025Q4: 38,024 shares; 2026Q1: 34,545 shares 34,545 $1.71M 0.02% -3,479 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: 8,673 shares; 2025Q2: 17,572 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,993 shares 32,993 $1.71M 0.02% new Timeline SCYB 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: 25,677 shares; 2025Q3: 33,795 shares; 2025Q4: 27,043 shares; 2026Q1: 66,102 shares 66,102 $1.71M 0.02% +39,059 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,806 shares; 2025Q2: 26,558 shares; 2025Q3: 31,458 shares; 2025Q4: 27,716 shares; 2026Q1: 27,394 shares 27,394 $1.71M 0.02% -322 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,144 shares; 2025Q2: 44,424 shares; 2025Q3: 25,092 shares; 2025Q4: 42,087 shares; 2026Q1: 43,732 shares 43,732 $1.71M 0.02% +1,645 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 2,210 shares; 2025Q2: 3,095 shares; 2025Q3: 3,457 shares; 2025Q4: 4,440 shares; 2026Q1: 8,940 shares 8,940 $1.7M 0.02% +4,500 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,288 shares; 2025Q1: 14,870 shares; 2025Q2: not reported; 2025Q3: 16,130 shares; 2025Q4: 16,973 shares; 2026Q1: 25,605 shares 25,605 $1.7M 0.02% +8,632 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,165 shares; 2025Q2: 126,101 shares; 2025Q3: 125,256 shares; 2025Q4: 130,025 shares; 2026Q1: 74,629 shares 74,629 $1.7M 0.02% -55,396 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 7,197 shares; 2025Q4: 5,704 shares; 2026Q1: 4,373 shares 4,373 $1.7M 0.02% -1,331 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 868 shares; 2025Q1: 1,162 shares; 2025Q2: 1,978 shares; 2025Q3: 2,598 shares; 2025Q4: 1,855 shares; 2026Q1: 1,960 shares 1,960 $1.7M 0.02% +105 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,899 shares; 2025Q1: 15,339 shares; 2025Q2: 10,696 shares; 2025Q3: 15,826 shares; 2025Q4: 26,624 shares; 2026Q1: 27,793 shares 27,793 $1.67M 0.02% +1,169 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: 23,583 shares; 2024Q4: 18,920 shares; 2025Q1: 19,736 shares; 2025Q2: 19,326 shares; 2025Q3: 14,503 shares; 2025Q4: 6,038 shares; 2026Q1: 15,065 shares 15,065 $1.66M 0.02% +9,027 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: 28,457 shares; 2024Q4: 22,993 shares; 2025Q1: 74,443 shares; 2025Q2: 80,801 shares; 2025Q3: 138,830 shares; 2025Q4: 82,975 shares; 2026Q1: 56,875 shares 56,875 $1.65M 0.02% -26,100 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 6,311 shares; 2025Q3: 7,387 shares; 2025Q4: 7,505 shares; 2026Q1: 9,011 shares 9,011 $1.65M 0.02% +1,506 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,189 shares; 2025Q1: 12,223 shares; 2025Q2: 13,409 shares; 2025Q3: 10,523 shares; 2025Q4: 8,792 shares; 2026Q1: 26,252 shares 26,252 $1.65M 0.02% +17,460 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,963 shares; 2025Q2: 23,095 shares; 2025Q3: 41,665 shares; 2025Q4: 22,460 shares; 2026Q1: 43,274 shares 43,274 $1.64M 0.02% +20,814 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,207 shares; 2025Q2: 29,592 shares; 2025Q3: 38,131 shares; 2025Q4: 46,687 shares; 2026Q1: 38,253 shares 38,253 $1.64M 0.02% -8,434 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: 6,552 shares; 2024Q4: 7,760 shares; 2025Q1: 8,588 shares; 2025Q2: 4,554 shares; 2025Q3: 4,366 shares; 2025Q4: 5,656 shares; 2026Q1: 5,398 shares 5,398 $1.63M 0.02% -258 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: 2,055 shares; 2024Q4: 2,039 shares; 2025Q1: 2,031 shares; 2025Q2: 1,990 shares; 2025Q3: 1,688 shares; 2025Q4: 1,808 shares; 2026Q1: 1,923 shares 1,923 $1.62M 0.02% +115 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 3,424 shares; 2025Q1: 7,682 shares; 2025Q2: 6,532 shares; 2025Q3: 7,608 shares; 2025Q4: 6,639 shares; 2026Q1: 6,054 shares 6,054 $1.61M 0.02% -585 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,557 shares; 2024Q4: 61,831 shares; 2025Q1: 64,212 shares; 2025Q2: 66,168 shares; 2025Q3: 6,642 shares; 2025Q4: 2,607 shares; 2026Q1: 18,113 shares 18,113 $1.6M 0.02% +15,506 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,171 shares; 2025Q2: 2,525 shares; 2025Q3: 5,818 shares; 2025Q4: 9,584 shares; 2026Q1: 21,617 shares 21,617 $1.6M 0.02% +12,033 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 12,524 shares; 2025Q3: 12,946 shares; 2025Q4: 14,644 shares; 2026Q1: 11,705 shares 11,705 $1.6M 0.02% -2,939 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: 39,346 shares; 2024Q4: 38,838 shares; 2025Q1: 58,708 shares; 2025Q2: 49,014 shares; 2025Q3: 42,219 shares; 2025Q4: 39,608 shares; 2026Q1: 55,626 shares 55,626 $1.6M 0.02% +16,018 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 8,120 shares; 2025Q4: 6,236 shares; 2026Q1: 14,466 shares 14,466 $1.59M 0.02% +8,230 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,406 shares; 2026Q1: 21,574 shares 21,574 $1.59M 0.02% +9,168 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 11,357 shares; 2025Q1: 12,724 shares; 2025Q2: 13,535 shares; 2025Q3: 6,980 shares; 2025Q4: 10,053 shares; 2026Q1: 10,937 shares 10,937 $1.58M 0.02% +884 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: not reported; 2024Q4: 874 shares; 2025Q1: 905 shares; 2025Q2: 2,015 shares; 2025Q3: 3,268 shares; 2025Q4: 4,251 shares; 2026Q1: 4,958 shares 4,958 $1.58M 0.02% +707 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: 6,258 shares; 2024Q4: 3,706 shares; 2025Q1: 7,659 shares; 2025Q2: 9,911 shares; 2025Q3: 13,834 shares; 2025Q4: 14,672 shares; 2026Q1: 13,306 shares 13,306 $1.58M 0.02% -1,366 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 10,025 shares; 2025Q1: 16,932 shares; 2025Q2: 21,600 shares; 2025Q3: 22,680 shares; 2025Q4: 58,269 shares; 2026Q1: 49,228 shares 49,228 $1.58M 0.02% -9,041 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,980 shares; 2024Q4: 38,327 shares; 2025Q1: 40,110 shares; 2025Q2: 42,157 shares; 2025Q3: 40,360 shares; 2025Q4: 33,080 shares; 2026Q1: 34,068 shares 34,068 $1.56M 0.02% +988 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,198 shares; 2026Q1: 4,319 shares 4,319 $1.53M 0.02% +2,121 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: 3,708 shares; 2024Q4: 3,282 shares; 2025Q1: 4,744 shares; 2025Q2: 4,361 shares; 2025Q3: 6,011 shares; 2025Q4: 9,473 shares; 2026Q1: 7,705 shares 7,705 $1.53M 0.02% -1,768 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: 4,575 shares; 2024Q4: 27,137 shares; 2025Q1: 24,787 shares; 2025Q2: 19,441 shares; 2025Q3: 20,500 shares; 2025Q4: 19,728 shares; 2026Q1: 17,927 shares 17,927 $1.53M 0.02% -1,801 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 6,758 shares; 2025Q1: 10,929 shares; 2025Q2: 10,970 shares; 2025Q3: 44,388 shares; 2025Q4: 27,369 shares; 2026Q1: 32,805 shares 32,805 $1.53M 0.02% +5,436 Timeline XTEN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,231 shares 33,231 $1.52M 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,278 shares; 2025Q2: 25,088 shares; 2025Q3: 42,671 shares; 2025Q4: 64,650 shares; 2026Q1: 70,369 shares 70,369 $1.52M 0.02% +5,719 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: 5,357 shares; 2024Q4: 5,087 shares; 2025Q1: 5,544 shares; 2025Q2: not reported; 2025Q3: 5,618 shares; 2025Q4: 6,556 shares; 2026Q1: 9,218 shares 9,218 $1.52M 0.02% +2,662 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,419 shares; 2025Q2: 2,308 shares; 2025Q3: 3,668 shares; 2025Q4: 3,939 shares; 2026Q1: 5,070 shares 5,070 $1.51M 0.02% +1,131 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,300 shares; 2025Q1: 11,259 shares; 2025Q2: 8,377 shares; 2025Q3: 23,650 shares; 2025Q4: 11,494 shares; 2026Q1: 18,496 shares 18,496 $1.51M 0.02% +7,002 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: 46,289 shares; 2024Q4: 61,655 shares; 2025Q1: 56,568 shares; 2025Q2: 64,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,815 shares 29,815 $1.51M 0.02% new 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: 22,931 shares; 2024Q4: 58,910 shares; 2025Q1: 60,057 shares; 2025Q2: 77,824 shares; 2025Q3: 80,198 shares; 2025Q4: 29,222 shares; 2026Q1: 62,271 shares 62,271 $1.51M 0.02% +33,049 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: 1,732 shares; 2024Q4: 926 shares; 2025Q1: 1,777 shares; 2025Q2: 1,776 shares; 2025Q3: 2,522 shares; 2025Q4: 3,688 shares; 2026Q1: 3,253 shares 3,253 $1.51M 0.02% -435 Timeline RFV 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: 10,963 shares; 2024Q4: 9,569 shares; 2025Q1: 12,850 shares; 2025Q2: 12,736 shares; 2025Q3: 21,561 shares; 2025Q4: 12,095 shares; 2026Q1: 11,577 shares 11,577 $1.5M 0.02% -518 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,598 shares; 2025Q4: 11,456 shares; 2026Q1: 15,032 shares 15,032 $1.5M 0.02% +3,576 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: 1,681 shares; 2024Q4: 5,018 shares; 2025Q1: 5,985 shares; 2025Q2: 6,493 shares; 2025Q3: 8,271 shares; 2025Q4: 7,658 shares; 2026Q1: 4,797 shares 4,797 $1.5M 0.02% -2,861 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,074 shares; 2025Q2: 9,105 shares; 2025Q3: 9,070 shares; 2025Q4: 9,788 shares; 2026Q1: 10,171 shares 10,171 $1.5M 0.02% +383 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: 5,506 shares; 2024Q4: 33,521 shares; 2025Q1: 31,987 shares; 2025Q2: 27,937 shares; 2025Q3: 27,937 shares; 2025Q4: not reported; 2026Q1: 28,562 shares 28,562 $1.49M 0.02% new Timeline AVGE 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: 6,374 shares; 2024Q4: 6,760 shares; 2025Q1: 7,608 shares; 2025Q2: 8,582 shares; 2025Q3: 6,512 shares; 2025Q4: 27,976 shares; 2026Q1: 16,928 shares 16,928 $1.49M 0.02% -11,048 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: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,945 shares; 2025Q2: 2,005 shares; 2025Q3: 2,373 shares; 2025Q4: 2,134 shares; 2026Q1: 3,869 shares 3,869 $1.48M 0.01% +1,735 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,797 shares; 2025Q1: 24,913 shares; 2025Q2: 41,417 shares; 2025Q3: 63,959 shares; 2025Q4: 47,667 shares; 2026Q1: 25,885 shares 25,885 $1.46M 0.01% -21,782 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 6,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,718 shares 19,718 $1.43M 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 5,839 shares; 2025Q3: 11,678 shares; 2025Q4: 5,839 shares; 2026Q1: 25,191 shares 25,191 $1.43M 0.01% +19,352 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,137 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,341 shares 9,341 $1.43M 0.01% new 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: 13,292 shares; 2024Q4: 23,186 shares; 2025Q1: 29,738 shares; 2025Q2: 28,526 shares; 2025Q3: 27,002 shares; 2025Q4: not reported; 2026Q1: 53,720 shares 53,720 $1.43M 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 3,523 shares; 2025Q1: 5,009 shares; 2025Q2: 9,047 shares; 2025Q3: 13,723 shares; 2025Q4: 13,408 shares; 2026Q1: 16,973 shares 16,973 $1.42M 0.01% +3,565 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,566 shares; 2025Q1: 2,721 shares; 2025Q2: 3,543 shares; 2025Q3: 4,586 shares; 2025Q4: 5,096 shares; 2026Q1: 4,412 shares 4,412 $1.42M 0.01% -684 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: not reported; 2025Q3: 5,842 shares; 2025Q4: 11,420 shares; 2026Q1: 18,820 shares 18,820 $1.42M 0.01% +7,400 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,818 shares; 2025Q1: 1,994 shares; 2025Q2: 10,492 shares; 2025Q3: 9,452 shares; 2025Q4: 10,207 shares; 2026Q1: 12,377 shares 12,377 $1.41M 0.01% +2,170 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 5,819 shares; 2025Q3: 9,744 shares; 2025Q4: 6,917 shares; 2026Q1: 8,009 shares 8,009 $1.41M 0.01% +1,092 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,558 shares; 2025Q1: 11,172 shares; 2025Q2: 10,156 shares; 2025Q3: 5,445 shares; 2025Q4: not reported; 2026Q1: 21,591 shares 21,591 $1.4M 0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,283 shares 16,283 $1.4M 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 9,431 shares; 2025Q1: 11,752 shares; 2025Q2: 11,756 shares; 2025Q3: 13,081 shares; 2025Q4: 16,093 shares; 2026Q1: 14,854 shares 14,854 $1.4M 0.01% -1,239 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: 9,933 shares; 2024Q4: 33,203 shares; 2025Q1: 33,172 shares; 2025Q2: 34,022 shares; 2025Q3: 19,955 shares; 2025Q4: 44,831 shares; 2026Q1: 45,034 shares 45,034 $1.39M 0.01% +203 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 1,907 shares; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 4,923 shares 4,923 $1.39M 0.01% +3,865 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: 9,592 shares; 2024Q4: 9,552 shares; 2025Q1: 19,824 shares; 2025Q2: 20,165 shares; 2025Q3: 30,789 shares; 2025Q4: 19,913 shares; 2026Q1: 14,610 shares 14,610 $1.38M 0.01% -5,303 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,153 shares; 2024Q4: 22,408 shares; 2025Q1: 28,763 shares; 2025Q2: 31,111 shares; 2025Q3: 24,165 shares; 2025Q4: 10,104 shares; 2026Q1: 33,165 shares 33,165 $1.38M 0.01% +23,061 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,650 shares; 2025Q1: 6,303 shares; 2025Q2: 7,106 shares; 2025Q3: 2,220 shares; 2025Q4: 6,300 shares; 2026Q1: 6,548 shares 6,548 $1.38M 0.01% +248 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: not reported; 2025Q1: 1,608 shares; 2025Q2: 2,987 shares; 2025Q3: 8,134 shares; 2025Q4: 12,510 shares; 2026Q1: 10,061 shares 10,061 $1.38M 0.01% -2,449 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 6,876 shares; 2025Q1: 6,738 shares; 2025Q2: 6,449 shares; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 5,031 shares 5,031 $1.38M 0.01% +313 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 5,556 shares; 2025Q1: 9,039 shares; 2025Q2: 10,062 shares; 2025Q3: 13,647 shares; 2025Q4: 12,466 shares; 2026Q1: 14,968 shares 14,968 $1.38M 0.01% +2,502 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: 5,460 shares; 2025Q2: 8,516 shares; 2025Q3: 17,242 shares; 2025Q4: 11,352 shares; 2026Q1: 11,367 shares 11,367 $1.38M 0.01% +15 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,540 shares; 2025Q4: 38,215 shares; 2026Q1: 44,544 shares 44,544 $1.37M 0.01% +6,329 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 9,260 shares; 2025Q2: 13,256 shares; 2025Q3: 9,967 shares; 2025Q4: 13,655 shares; 2026Q1: 13,488 shares 13,488 $1.37M 0.01% -167 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,722 shares; 2025Q2: 4,352 shares; 2025Q3: 7,698 shares; 2025Q4: 6,419 shares; 2026Q1: 6,531 shares 6,531 $1.36M 0.01% +112 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,448 shares; 2024Q4: 48,550 shares; 2025Q1: not reported; 2025Q2: 49,630 shares; 2025Q3: 6,936 shares; 2025Q4: not reported; 2026Q1: 35,950 shares 35,950 $1.36M 0.01% new 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: 4,264 shares; 2024Q4: 3,965 shares; 2025Q1: 3,139 shares; 2025Q2: 4,345 shares; 2025Q3: 12,457 shares; 2025Q4: 9,462 shares; 2026Q1: 9,809 shares 9,809 $1.36M 0.01% +347 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 1,484 shares; 2025Q3: 4,031 shares; 2025Q4: 5,343 shares; 2026Q1: 8,571 shares 8,571 $1.36M 0.01% +3,228 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,918 shares 1,918 $1.35M 0.01% new 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: 3,860 shares; 2024Q4: 1,794 shares; 2025Q1: 4,265 shares; 2025Q2: 4,007 shares; 2025Q3: 5,097 shares; 2025Q4: 4,258 shares; 2026Q1: 4,948 shares 4,948 $1.35M 0.01% +690 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,560 shares; 2026Q1: 24,615 shares 24,615 $1.34M 0.01% -9,945 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 3,694 shares; 2025Q3: 7,569 shares; 2025Q4: 8,481 shares; 2026Q1: 7,115 shares 7,115 $1.34M 0.01% -1,366 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 4,468 shares; 2025Q2: 6,036 shares; 2025Q3: 4,255 shares; 2025Q4: 4,247 shares; 2026Q1: 4,920 shares 4,920 $1.34M 0.01% +673 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 2,318 shares; 2025Q3: 2,351 shares; 2025Q4: 1,549 shares; 2026Q1: 2,481 shares 2,481 $1.34M 0.01% +932 Timeline EEMV 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: 8,608 shares; 2024Q4: 5,280 shares; 2025Q1: 18,696 shares; 2025Q2: 22,271 shares; 2025Q3: 30,845 shares; 2025Q4: 21,055 shares; 2026Q1: 20,503 shares 20,503 $1.33M 0.01% -552 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,988 shares; 2025Q2: 10,860 shares; 2025Q3: 18,612 shares; 2025Q4: 17,312 shares; 2026Q1: 23,330 shares 23,330 $1.32M 0.01% +6,018 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: 2,094 shares; 2024Q4: 1,298 shares; 2025Q1: 2,776 shares; 2025Q2: 3,248 shares; 2025Q3: 5,007 shares; 2025Q4: 3,179 shares; 2026Q1: 4,140 shares 4,140 $1.32M 0.01% +961 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 15,593 shares; 2025Q1: 14,386 shares; 2025Q2: 19,446 shares; 2025Q3: 12,033 shares; 2025Q4: 23,857 shares; 2026Q1: 39,570 shares 39,570 $1.31M 0.01% +15,713 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,960 shares; 2026Q1: 15,750 shares 15,750 $1.3M 0.01% -210 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: not reported; 2024Q4: 226,428 shares; 2025Q1: 179,855 shares; 2025Q2: 80,201 shares; 2025Q3: 81,793 shares; 2025Q4: not reported; 2026Q1: 49,460 shares 49,460 $1.3M 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 3,419 shares; 2025Q3: 2,881 shares; 2025Q4: 3,485 shares; 2026Q1: 5,308 shares 5,308 $1.3M 0.01% +1,823 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: not reported; 2025Q1: 8,361 shares; 2025Q2: 37,200 shares; 2025Q3: 41,240 shares; 2025Q4: 42,688 shares; 2026Q1: 25,777 shares 25,777 $1.3M 0.01% -16,911 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: 6,400 shares; 2024Q4: 4,364 shares; 2025Q1: 4,350 shares; 2025Q2: 5,052 shares; 2025Q3: 4,590 shares; 2025Q4: 5,021 shares; 2026Q1: 4,623 shares 4,623 $1.29M 0.01% -398 Timeline GSIE 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: 31,863 shares; 2024Q4: 27,866 shares; 2025Q1: 27,667 shares; 2025Q2: 29,041 shares; 2025Q3: 31,182 shares; 2025Q4: 30,489 shares; 2026Q1: 29,860 shares 29,860 $1.29M 0.01% -629 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: 1,414 shares; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 1,355 shares; 2025Q3: 1,544 shares; 2025Q4: 2,001 shares; 2026Q1: 3,242 shares 3,242 $1.28M 0.01% +1,241 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,898 shares; 2026Q1: 38,782 shares 38,782 $1.28M 0.01% +8,884 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,385 shares; 2025Q1: 5,957 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,129 shares 25,129 $1.28M 0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,726 shares; 2024Q4: 46,031 shares; 2025Q1: 36,270 shares; 2025Q2: 23,186 shares; 2025Q3: 42,239 shares; 2025Q4: 32,058 shares; 2026Q1: 27,061 shares 27,061 $1.27M 0.01% -4,997 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 405 shares; 2026Q1: 1,295 shares 1,295 $1.27M 0.01% +890 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 5,318 shares; 2025Q1: 16,174 shares; 2025Q2: 8,944 shares; 2025Q3: 9,751 shares; 2025Q4: 17,282 shares; 2026Q1: 12,743 shares 12,743 $1.26M 0.01% -4,539 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,456 shares; 2024Q4: 25,933 shares; 2025Q1: 41,304 shares; 2025Q2: 39,555 shares; 2025Q3: 36,341 shares; 2025Q4: 29,502 shares; 2026Q1: 52,938 shares 52,938 $1.26M 0.01% +23,436 Timeline FTEC 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: 1,830 shares; 2025Q3: 5,072 shares; 2025Q4: 5,846 shares; 2026Q1: 6,033 shares 6,033 $1.26M 0.01% +187 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 11,455 shares; 2025Q1: 13,995 shares; 2025Q2: 13,495 shares; 2025Q3: 11,950 shares; 2025Q4: 11,868 shares; 2026Q1: 9,951 shares 9,951 $1.25M 0.01% -1,917 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,847 shares 3,847 $1.24M 0.01% new 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: 11,293 shares; 2024Q4: 11,087 shares; 2025Q1: 11,374 shares; 2025Q2: 11,285 shares; 2025Q3: 8,224 shares; 2025Q4: 12,217 shares; 2026Q1: 12,346 shares 12,346 $1.24M 0.01% +129 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS 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: 1,644 shares; 2025Q3: 4,946 shares; 2025Q4: 7,796 shares; 2026Q1: 10,546 shares 10,546 $1.24M 0.01% +2,750 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: 6,119 shares; 2024Q4: 8,183 shares; 2025Q1: 11,568 shares; 2025Q2: 10,698 shares; 2025Q3: 13,713 shares; 2025Q4: 13,124 shares; 2026Q1: 12,701 shares 12,701 $1.23M 0.01% -423 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 6,344 shares; 2025Q1: 8,392 shares; 2025Q2: 11,139 shares; 2025Q3: 11,480 shares; 2025Q4: 11,164 shares; 2026Q1: 7,287 shares 7,287 $1.23M 0.01% -3,877 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 3,671 shares; 2025Q1: 10,714 shares; 2025Q2: 9,954 shares; 2025Q3: 29,061 shares; 2025Q4: 35,432 shares; 2026Q1: 19,174 shares 19,174 $1.23M 0.01% -16,258 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,834 shares 49,834 $1.23M 0.01% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,854 shares; 2025Q2: 29,908 shares; 2025Q3: 29,797 shares; 2025Q4: 43,474 shares; 2026Q1: 50,625 shares 50,625 $1.23M 0.01% +7,151 Timeline