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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,693 shares; 2025Q3: 185,230 shares; 2025Q4: 211,190 shares; 2026Q1: 254,427 shares 254,427 $24.3M 22.13% +43,237 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,414 shares; 2025Q3: 197,985 shares; 2025Q4: 363,728 shares; 2026Q1: 369,453 shares 369,453 $16.8M 15.28% +5,725 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: 295,537 shares; 2024Q4: 148,409 shares; 2025Q1: 156,884 shares; 2025Q2: 172,044 shares; 2025Q3: 136,722 shares; 2025Q4: 181,105 shares; 2026Q1: 180,162 shares 180,162 $9.74M 8.86% -943 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,615 shares; 2024Q4: 34,438 shares; 2025Q1: 43,108 shares; 2025Q2: 41,996 shares; 2025Q3: 39,889 shares; 2025Q4: 69,308 shares; 2026Q1: 68,087 shares 68,087 $9.24M 8.4% -1,221 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,636 shares; 2024Q4: 638,823 shares; 2025Q1: 555,012 shares; 2025Q2: 345,887 shares; 2025Q3: 247,947 shares; 2025Q4: 141,379 shares; 2026Q1: 195,657 shares 195,657 $8.9M 8.1% +54,278 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,370 shares; 2025Q4: 22,999 shares; 2026Q1: 44,239 shares 44,239 $8.84M 8.04% +21,240 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,602 shares; 2024Q4: 98,634 shares; 2025Q1: 107,155 shares; 2025Q2: 126,874 shares; 2025Q3: 119,658 shares; 2025Q4: 127,851 shares; 2026Q1: 126,892 shares 126,892 $6.27M 5.7% -959 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: 33,712 shares; 2024Q4: 38,945 shares; 2025Q1: 41,771 shares; 2025Q2: 40,843 shares; 2025Q3: 37,494 shares; 2025Q4: 50,646 shares; 2026Q1: 24,234 shares 24,234 $5.82M 5.29% -26,412 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: 193,730 shares; 2024Q4: 108,783 shares; 2025Q1: 109,288 shares; 2025Q2: 110,174 shares; 2025Q3: 110,468 shares; 2025Q4: 123,208 shares; 2026Q1: 47,307 shares 47,307 $3.03M 2.76% -75,901 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: 4,909 shares; 2024Q4: 4,611 shares; 2025Q1: 4,581 shares; 2025Q2: 4,419 shares; 2025Q3: 4,046 shares; 2025Q4: 4,707 shares; 2026Q1: 4,474 shares 4,474 $2.92M 2.66% -233 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: 15,557 shares; 2024Q4: 14,959 shares; 2025Q1: 14,985 shares; 2025Q2: 14,852 shares; 2025Q3: 13,975 shares; 2025Q4: 13,976 shares; 2026Q1: 14,241 shares 14,241 $2.48M 2.26% +265 Timeline HEEM 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: 62,806 shares; 2024Q4: 63,026 shares; 2025Q1: 64,209 shares; 2025Q2: 64,057 shares; 2025Q3: 48,455 shares; 2025Q4: 60,169 shares; 2026Q1: 58,540 shares 58,540 $2.16M 1.97% -1,629 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: 3,281 shares; 2024Q4: 3,345 shares; 2025Q1: 3,360 shares; 2025Q2: 3,321 shares; 2025Q3: 3,337 shares; 2025Q4: 3,353 shares; 2026Q1: 4,984 shares 4,984 $1.47M 1.33% +1,631 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,118 shares; 2025Q1: 1,122 shares; 2025Q2: 1,126 shares; 2025Q3: 1,129 shares; 2025Q4: 1,133 shares; 2026Q1: 1,136 shares 1,136 $640K 0.58% +3 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: 733 shares; 2024Q4: 787 shares; 2025Q1: 820 shares; 2025Q2: 734 shares; 2025Q3: 1,130 shares; 2025Q4: 1,452 shares; 2026Q1: 1,983 shares 1,983 $537K 0.49% +531 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,226 shares; 2025Q1: 4,971 shares; 2025Q2: 4,445 shares; 2025Q3: 4,492 shares; 2025Q4: 6,113 shares; 2026Q1: 6,574 shares 6,574 $526K 0.48% +461 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: 3,883 shares; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 3,012 shares; 2025Q4: 3,756 shares; 2026Q1: 5,043 shares 5,043 $518K 0.47% +1,287 Timeline EES 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: 26,052 shares; 2024Q4: 25,665 shares; 2025Q1: 26,006 shares; 2025Q2: 20,571 shares; 2025Q3: 17,919 shares; 2025Q4: 17,760 shares; 2026Q1: 8,232 shares 8,232 $478K 0.43% -9,528 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,119 shares 15,119 $464K 0.42% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 3,077 shares; 2025Q1: 3,001 shares; 2025Q2: 4,333 shares; 2025Q3: 4,145 shares; 2025Q4: 4,280 shares; 2026Q1: 5,319 shares 5,319 $461K 0.42% +1,039 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,050 shares; 2025Q3: 4,066 shares; 2025Q4: 8,146 shares; 2026Q1: 8,164 shares 8,164 $424K 0.39% +18 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: 5,747 shares; 2024Q4: 4,847 shares; 2025Q1: 3,370 shares; 2025Q2: 5,094 shares; 2025Q3: 3,744 shares; 2025Q4: 5,198 shares; 2026Q1: 4,233 shares 4,233 $398K 0.36% -965 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,608 shares; 2024Q4: 7,887 shares; 2025Q1: 7,887 shares; 2025Q2: 7,907 shares; 2025Q3: 7,945 shares; 2025Q4: 7,977 shares; 2026Q1: 7,990 shares 7,990 $373K 0.34% +13 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: 14,294 shares; 2024Q4: 14,903 shares; 2025Q1: 8,651 shares; 2025Q2: 13,428 shares; 2025Q3: 12,578 shares; 2025Q4: 19,104 shares; 2026Q1: 13,090 shares 13,090 $368K 0.33% -6,014 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,654 shares 29,654 $367K 0.33% 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: 297 shares; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 412 shares; 2025Q4: 427 shares; 2026Q1: 460 shares 460 $355K 0.32% +33 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 413 shares; 2025Q1: 524 shares; 2025Q2: 891 shares; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 579 shares 579 $285K 0.26% -7 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,429 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,659 shares 15,659 $283K 0.26% new 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: 8,069 shares; 2024Q4: 13,154 shares; 2025Q1: 14,334 shares; 2025Q2: 16,391 shares; 2025Q3: 16,444 shares; 2025Q4: 3,465 shares; 2026Q1: 1,317 shares 1,317 $258K 0.24% -2,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 915 shares; 2026Q1: 1,288 shares 1,288 $244K 0.22% +373 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,413 shares; 2025Q3: 1,424 shares; 2025Q4: 1,437 shares; 2026Q1: 1,450 shares 1,450 $240K 0.22% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,341 shares 6,341 $222K 0.2% new Timeline NKTX NKARTA INC More: the full row for NKARTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 30,046 shares; 2025Q1: 29,191 shares; 2025Q2: 27,979 shares; 2025Q3: 39,452 shares; 2025Q4: 40,702 shares; 2026Q1: 43,835 shares 43,835 $92.5K 0.08% +3,133 Timeline ZURA ZURA BIO LTD More: the full row for ZURA BIO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,810 shares; 2024Q4: 53,734 shares; 2025Q1: 108,308 shares; 2025Q2: 63,985 shares; 2025Q3: 21,518 shares; 2025Q4: 19,577 shares; 2026Q1: 14,901 shares 14,901 $88.7K 0.08% -4,676 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,491 shares; 2024Q4: 19,023 shares; 2025Q1: 62,973 shares; 2025Q2: 35,181 shares; 2025Q3: 52,258 shares; 2025Q4: 51,320 shares; 2026Q1: 55,125 shares 55,125 $82.1K 0.07% +3,805 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 16,433 shares; 2025Q1: 28,591 shares; 2025Q2: 27,575 shares; 2025Q3: 27,027 shares; 2025Q4: 13,226 shares; 2026Q1: 14,240 shares 14,240 $78.9K 0.07% +1,014 Timeline BCYC BICYCLE THERAPEUTICS PLC More: the full row for BICYCLE THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,371 shares; 2026Q1: 14,394 shares 14,394 $66.8K 0.06% +1,023 Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,760 shares; 2024Q4: 64,259 shares; 2025Q1: 100,070 shares; 2025Q2: 27,698 shares; 2025Q3: 18,109 shares; 2025Q4: 18,699 shares; 2026Q1: 12,476 shares 12,476 $58.6K 0.05% -6,223 Timeline MREO MEREO BIOPHARMA GROUP PLC More: the full row for MEREO BIOPHARMA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 34,753 shares; 2025Q1: 47,630 shares; 2025Q2: 19,138 shares; 2025Q3: 33,180 shares; 2025Q4: 31,768 shares; 2026Q1: 127,778 shares 127,778 $42.2K 0.04% +96,010 Timeline