SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,032 shares; 2024Q4: 727,245 shares; 2025Q1: 686,054 shares; 2025Q2: 723,607 shares; 2025Q3: 871,941 shares; 2025Q4: 969,914 shares; 2026Q1: 1,050,219 shares 1,050,219 $109M 6.16% +80,305 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: 645,597 shares; 2024Q4: 934,958 shares; 2025Q1: 896,902 shares; 2025Q2: 985,939 shares; 2025Q3: 1,305,042 shares; 2025Q4: 1,380,276 shares; 2026Q1: 1,450,889 shares 1,450,889 $84.4M 4.76% +70,613 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: 10,338 shares; 2024Q4: 6,253 shares; 2025Q1: 10,378 shares; 2025Q2: 34,099 shares; 2025Q3: 135,445 shares; 2025Q4: 139,256 shares; 2026Q1: 226,499 shares 226,499 $50.5M 2.85% +87,243 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: 722,029 shares; 2024Q4: 694,055 shares; 2025Q1: 676,361 shares; 2025Q2: 699,313 shares; 2025Q3: 754,424 shares; 2025Q4: 1,346,667 shares; 2026Q1: 1,396,774 shares 1,396,774 $50.1M 2.83% +50,107 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: 491,190 shares; 2024Q4: 510,782 shares; 2025Q1: 499,675 shares; 2025Q2: 495,016 shares; 2025Q3: 533,390 shares; 2025Q4: 657,516 shares; 2026Q1: 664,634 shares 664,634 $44.9M 2.53% +7,118 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: 80,157 shares; 2024Q4: 80,238 shares; 2025Q1: 81,219 shares; 2025Q2: 103,305 shares; 2025Q3: 124,176 shares; 2025Q4: 139,311 shares; 2026Q1: 143,176 shares 143,176 $42.7M 2.41% +3,865 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: 260,405 shares; 2024Q4: 277,541 shares; 2025Q1: 217,594 shares; 2025Q2: 237,618 shares; 2025Q3: 258,593 shares; 2025Q4: 261,899 shares; 2026Q1: 295,641 shares 295,641 $38.7M 2.18% +33,742 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: 65,223 shares; 2024Q4: 67,132 shares; 2025Q1: 84,886 shares; 2025Q2: 86,093 shares; 2025Q3: 91,123 shares; 2025Q4: 224,694 shares; 2026Q1: 229,408 shares 229,408 $32.6M 1.84% +4,714 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: 180,742 shares; 2024Q4: 182,012 shares; 2025Q1: 193,675 shares; 2025Q2: 193,267 shares; 2025Q3: 186,142 shares; 2025Q4: 190,637 shares; 2026Q1: 176,415 shares 176,415 $32.4M 1.83% -14,222 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: 453,186 shares; 2024Q4: 440,097 shares; 2025Q1: 460,679 shares; 2025Q2: 414,712 shares; 2025Q3: 527,100 shares; 2025Q4: 583,854 shares; 2026Q1: 644,365 shares 644,365 $29.6M 1.67% +60,511 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: 302,388 shares; 2024Q4: 272,423 shares; 2025Q1: 272,480 shares; 2025Q2: 267,599 shares; 2025Q3: 227,513 shares; 2025Q4: 276,577 shares; 2026Q1: 289,486 shares 289,486 $28.8M 1.63% +12,909 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: 163,213 shares; 2024Q4: 169,751 shares; 2025Q1: 291,216 shares; 2025Q2: 304,963 shares; 2025Q3: 292,593 shares; 2025Q4: 299,716 shares; 2026Q1: 313,226 shares 313,226 $27.4M 1.55% +13,510 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,325 shares; 2024Q4: 278,720 shares; 2025Q1: 295,903 shares; 2025Q2: 295,250 shares; 2025Q3: 403,792 shares; 2025Q4: 450,455 shares; 2026Q1: 505,209 shares 505,209 $23.8M 1.34% +54,754 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: 76,276 shares; 2024Q4: 76,564 shares; 2025Q1: 94,359 shares; 2025Q2: 95,168 shares; 2025Q3: 89,635 shares; 2025Q4: 105,878 shares; 2026Q1: 88,135 shares 88,135 $23M 1.3% -17,743 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,008 shares; 2024Q4: 114,864 shares; 2025Q1: 222,555 shares; 2025Q2: 164,061 shares; 2025Q3: 148,477 shares; 2025Q4: 156,612 shares; 2026Q1: 249,357 shares 249,357 $22.8M 1.29% +92,745 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: 35,992 shares; 2024Q4: 30,890 shares; 2025Q1: 30,963 shares; 2025Q2: 29,992 shares; 2025Q3: 33,802 shares; 2025Q4: 35,606 shares; 2026Q1: 35,004 shares 35,004 $21.4M 1.21% -602 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,188 shares; 2024Q4: 95,931 shares; 2025Q1: 97,475 shares; 2025Q2: 97,455 shares; 2025Q3: 108,508 shares; 2025Q4: 110,421 shares; 2026Q1: 119,557 shares 119,557 $19.7M 1.11% +9,136 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: 10,880 shares; 2025Q1: 104,852 shares; 2025Q2: 143,895 shares; 2025Q3: 506,140 shares; 2025Q4: 706,014 shares; 2026Q1: 657,410 shares 657,410 $17.4M 0.98% -48,604 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: 143,503 shares; 2024Q4: 128,131 shares; 2025Q1: 152,533 shares; 2025Q2: 137,519 shares; 2025Q3: 164,936 shares; 2025Q4: 130,543 shares; 2026Q1: 163,400 shares 163,400 $15.5M 0.88% +32,857 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438,365 shares 438,365 $15.4M 0.87% 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: 121,053 shares; 2024Q4: 127,098 shares; 2025Q1: 211,905 shares; 2025Q2: 233,197 shares; 2025Q3: 246,365 shares; 2025Q4: 299,670 shares; 2026Q1: 353,320 shares 353,320 $14.9M 0.84% +53,650 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: 68,967 shares; 2024Q4: 62,263 shares; 2025Q1: 75,439 shares; 2025Q2: 40,208 shares; 2025Q3: 54,984 shares; 2025Q4: 60,187 shares; 2026Q1: 96,139 shares 96,139 $14.4M 0.81% +35,952 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,173 shares; 2024Q4: 125,232 shares; 2025Q1: 170,478 shares; 2025Q2: 209,408 shares; 2025Q3: 221,492 shares; 2025Q4: 264,834 shares; 2026Q1: 318,624 shares 318,624 $14.2M 0.8% +53,790 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,899 shares; 2024Q4: 20,007 shares; 2025Q1: 53,258 shares; 2025Q2: 53,893 shares; 2025Q3: 51,628 shares; 2025Q4: 57,490 shares; 2026Q1: 61,102 shares 61,102 $14.2M 0.8% +3,612 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: 142,916 shares; 2024Q4: 103,046 shares; 2025Q1: 102,685 shares; 2025Q2: 166,800 shares; 2025Q3: 173,403 shares; 2025Q4: 181,768 shares; 2026Q1: 150,485 shares 150,485 $14.1M 0.8% -31,283 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: 9,256 shares; 2024Q4: 82,729 shares; 2025Q1: 166,061 shares; 2025Q2: 150,237 shares; 2025Q3: 205,100 shares; 2025Q4: 178,981 shares; 2026Q1: 178,641 shares 178,641 $13.2M 0.75% -340 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: 27,725 shares; 2024Q4: 29,785 shares; 2025Q1: 25,374 shares; 2025Q2: 26,931 shares; 2025Q3: 40,191 shares; 2025Q4: 42,949 shares; 2026Q1: 27,482 shares 27,482 $12.6M 0.71% -15,467 Timeline TFLO 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: 268,243 shares; 2024Q4: 199,339 shares; 2025Q1: 334,872 shares; 2025Q2: 270,270 shares; 2025Q3: 251,676 shares; 2025Q4: 245,737 shares; 2026Q1: 247,360 shares 247,360 $12.5M 0.71% +1,623 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: 28,248 shares; 2024Q4: 30,113 shares; 2025Q1: 35,217 shares; 2025Q2: 34,822 shares; 2025Q3: 34,536 shares; 2025Q4: 37,117 shares; 2026Q1: 33,225 shares 33,225 $12.4M 0.7% -3,892 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: 21,868 shares; 2024Q4: 21,011 shares; 2025Q1: 15,245 shares; 2025Q2: 14,362 shares; 2025Q3: 14,135 shares; 2025Q4: 19,050 shares; 2026Q1: 17,918 shares 17,918 $12.2M 0.69% -1,132 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: 58,688 shares; 2024Q4: 58,211 shares; 2025Q1: 39,830 shares; 2025Q2: 51,532 shares; 2025Q3: 66,549 shares; 2025Q4: 77,988 shares; 2026Q1: 118,941 shares 118,941 $11.9M 0.67% +40,953 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 29,687 shares; 2025Q1: 42,354 shares; 2025Q2: 27,241 shares; 2025Q3: 60,321 shares; 2025Q4: 66,971 shares; 2026Q1: 67,084 shares 67,084 $11.6M 0.65% +113 Timeline LGLV 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: 42,793 shares; 2024Q4: 41,832 shares; 2025Q1: 40,793 shares; 2025Q2: 74,041 shares; 2025Q3: 76,038 shares; 2025Q4: 80,140 shares; 2026Q1: 61,023 shares 61,023 $11.1M 0.63% -19,117 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: 61,032 shares; 2024Q4: 42,453 shares; 2025Q1: 51,232 shares; 2025Q2: 45,205 shares; 2025Q3: 33,582 shares; 2025Q4: 74,600 shares; 2026Q1: 53,757 shares 53,757 $10.9M 0.62% -20,843 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: 43,958 shares; 2024Q4: 44,626 shares; 2025Q1: 50,997 shares; 2025Q2: 50,967 shares; 2025Q3: 49,844 shares; 2025Q4: 54,763 shares; 2026Q1: 46,133 shares 46,133 $10.8M 0.61% -8,630 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,929 shares; 2025Q4: 214,112 shares; 2026Q1: 185,779 shares 185,779 $10M 0.57% -28,333 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,251 shares; 2024Q4: 114,589 shares; 2025Q1: 162,673 shares; 2025Q2: 182,165 shares; 2025Q3: 187,066 shares; 2025Q4: 232,135 shares; 2026Q1: 278,522 shares 278,522 $9.97M 0.56% +46,387 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,985 shares; 2024Q4: 32,821 shares; 2025Q1: 50,735 shares; 2025Q2: 47,642 shares; 2025Q3: 45,553 shares; 2025Q4: 68,418 shares; 2026Q1: 117,508 shares 117,508 $9.81M 0.55% +49,090 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,374 shares; 2025Q3: 139,822 shares; 2025Q4: 159,979 shares; 2026Q1: 190,822 shares 190,822 $9.61M 0.54% +30,843 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: 102,706 shares; 2024Q4: 107,256 shares; 2025Q1: 110,169 shares; 2025Q2: 63,252 shares; 2025Q3: 56,721 shares; 2025Q4: 71,932 shares; 2026Q1: 85,564 shares 85,564 $9.16M 0.52% +13,632 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: 19,383 shares; 2024Q4: 19,114 shares; 2025Q1: 18,160 shares; 2025Q2: 17,354 shares; 2025Q3: 15,436 shares; 2025Q4: 26,981 shares; 2026Q1: 27,183 shares 27,183 $9.12M 0.51% +202 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,899 shares; 2025Q4: 173,015 shares; 2026Q1: 189,908 shares 189,908 $8.75M 0.49% +16,893 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,228 shares; 2024Q4: 109,691 shares; 2025Q1: 132,761 shares; 2025Q2: 145,839 shares; 2025Q3: 149,822 shares; 2025Q4: 179,103 shares; 2026Q1: 215,805 shares 215,805 $8.75M 0.49% +36,702 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: 208,545 shares; 2024Q4: 256,122 shares; 2025Q1: 203,612 shares; 2025Q2: 244,105 shares; 2025Q3: 301,653 shares; 2025Q4: 274,013 shares; 2026Q1: 165,774 shares 165,774 $8.51M 0.48% -108,239 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: 24,152 shares; 2024Q4: 23,604 shares; 2025Q1: 25,314 shares; 2025Q2: 21,570 shares; 2025Q3: 24,160 shares; 2025Q4: 25,205 shares; 2026Q1: 22,821 shares 22,821 $8.1M 0.46% -2,384 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,132 shares; 2024Q4: 33,717 shares; 2025Q1: 22,147 shares; 2025Q2: 36,305 shares; 2025Q3: 36,670 shares; 2025Q4: 66,252 shares; 2026Q1: 71,840 shares 71,840 $8.1M 0.46% +5,588 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: 18,079 shares; 2024Q4: 18,986 shares; 2025Q1: 21,018 shares; 2025Q2: 21,093 shares; 2025Q3: 23,553 shares; 2025Q4: 26,505 shares; 2026Q1: 25,211 shares 25,211 $8.03M 0.45% -1,294 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,784 shares; 2024Q4: 21,010 shares; 2025Q1: 33,554 shares; 2025Q2: 19,366 shares; 2025Q3: 25,333 shares; 2025Q4: 76,925 shares; 2026Q1: 168,563 shares 168,563 $7.95M 0.45% +91,638 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,180 shares; 2024Q4: 90,171 shares; 2025Q1: 100,249 shares; 2025Q2: 117,668 shares; 2025Q3: 114,640 shares; 2025Q4: 128,795 shares; 2026Q1: 69,072 shares 69,072 $7.89M 0.45% -59,723 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,805 shares; 2025Q2: 6,805 shares; 2025Q3: not reported; 2025Q4: 7,355 shares; 2026Q1: 181,940 shares 181,940 $7.5M 0.42% +174,585 Timeline USFR 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: 26,786 shares; 2024Q4: 10,104 shares; 2025Q1: 141,740 shares; 2025Q2: 149,676 shares; 2025Q3: 150,278 shares; 2025Q4: 120,930 shares; 2026Q1: 144,075 shares 144,075 $7.26M 0.41% +23,145 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: 40,127 shares; 2024Q4: 42,186 shares; 2025Q1: 49,749 shares; 2025Q2: 54,954 shares; 2025Q3: 53,401 shares; 2025Q4: 57,691 shares; 2026Q1: 45,119 shares 45,119 $7M 0.39% -12,572 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,496 shares; 2024Q4: 130,142 shares; 2025Q1: 131,007 shares; 2025Q2: 133,521 shares; 2025Q3: 138,224 shares; 2025Q4: 134,879 shares; 2026Q1: 140,501 shares 140,501 $6.89M 0.39% +5,622 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: 8,157 shares; 2024Q4: 8,459 shares; 2025Q1: 10,081 shares; 2025Q2: 10,356 shares; 2025Q3: 11,022 shares; 2025Q4: 11,975 shares; 2026Q1: 10,914 shares 10,914 $6.86M 0.39% -1,061 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 14,855 shares; 2025Q1: 34,855 shares; 2025Q2: 74,424 shares; 2025Q3: 105,227 shares; 2025Q4: 115,217 shares; 2026Q1: 137,691 shares 137,691 $6.62M 0.37% +22,474 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,156 shares; 2024Q4: 26,725 shares; 2025Q1: 32,679 shares; 2025Q2: 22,263 shares; 2025Q3: 32,588 shares; 2025Q4: 79,725 shares; 2026Q1: 114,552 shares 114,552 $6.57M 0.37% +34,827 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,785 shares; 2025Q2: 129,703 shares; 2025Q3: 125,935 shares; 2025Q4: 108,485 shares; 2026Q1: 131,410 shares 131,410 $6.53M 0.37% +22,925 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: 45,692 shares; 2024Q4: 226,129 shares; 2025Q1: 203,866 shares; 2025Q2: 201,724 shares; 2025Q3: 197,968 shares; 2025Q4: 211,441 shares; 2026Q1: 211,471 shares 211,471 $6.44M 0.36% +30 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,508 shares; 2024Q4: 16,068 shares; 2025Q1: 11,418 shares; 2025Q2: 16,630 shares; 2025Q3: 19,296 shares; 2025Q4: 27,214 shares; 2026Q1: 9,963 shares 9,963 $6.23M 0.35% -17,251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,379 shares; 2025Q3: 85,629 shares; 2025Q4: 88,169 shares; 2026Q1: 66,432 shares 66,432 $6.21M 0.35% -21,737 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,855 shares; 2024Q4: 54,897 shares; 2025Q1: 80,625 shares; 2025Q2: 89,515 shares; 2025Q3: 99,880 shares; 2025Q4: 128,418 shares; 2026Q1: 169,533 shares 169,533 $6.07M 0.34% +41,115 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: not reported; 2025Q1: 9,564 shares; 2025Q2: 9,751 shares; 2025Q3: not reported; 2025Q4: 32,219 shares; 2026Q1: 116,519 shares 116,519 $6.02M 0.34% +84,300 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: 24,683 shares; 2024Q4: 24,857 shares; 2025Q1: 28,582 shares; 2025Q2: 40,559 shares; 2025Q3: 36,877 shares; 2025Q4: 45,391 shares; 2026Q1: 40,362 shares 40,362 $5.92M 0.33% -5,029 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: 19,632 shares; 2024Q4: 24,585 shares; 2025Q1: 35,592 shares; 2025Q2: 39,017 shares; 2025Q3: 22,788 shares; 2025Q4: 23,029 shares; 2026Q1: 29,542 shares 29,542 $5.85M 0.33% +6,513 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,637 shares 191,637 $5.76M 0.32% new 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: 414,724 shares; 2024Q4: 1,288,572 shares; 2025Q1: 1,319,531 shares; 2025Q2: 986,197 shares; 2025Q3: 405,956 shares; 2025Q4: 235,100 shares; 2026Q1: 185,501 shares 185,501 $5.74M 0.32% -49,599 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: 14,789 shares; 2024Q4: 16,089 shares; 2025Q1: 19,972 shares; 2025Q2: 24,464 shares; 2025Q3: 23,459 shares; 2025Q4: 26,071 shares; 2026Q1: 23,078 shares 23,078 $5.57M 0.31% -2,993 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,474 shares; 2024Q4: 15,480 shares; 2025Q1: 86,321 shares; 2025Q2: 109,074 shares; 2025Q3: 116,677 shares; 2025Q4: 143,578 shares; 2026Q1: 148,300 shares 148,300 $5.5M 0.31% +4,722 Timeline PSDM 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: not reported; 2026Q1: 105,686 shares 105,686 $5.41M 0.31% new Timeline USHY 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: 177,980 shares; 2024Q4: 165,652 shares; 2025Q1: 104,496 shares; 2025Q2: 171,308 shares; 2025Q3: 121,713 shares; 2025Q4: 131,226 shares; 2026Q1: 145,337 shares 145,337 $5.39M 0.3% +14,111 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 12,943 shares; 2025Q1: 26,101 shares; 2025Q2: 82,703 shares; 2025Q3: 101,989 shares; 2025Q4: 112,451 shares; 2026Q1: 127,381 shares 127,381 $5.27M 0.3% +14,930 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,734 shares; 2024Q4: 51,498 shares; 2025Q1: 57,320 shares; 2025Q2: 63,896 shares; 2025Q3: 65,701 shares; 2025Q4: 72,961 shares; 2026Q1: 69,537 shares 69,537 $5.05M 0.29% -3,424 Timeline EMB 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: 62,471 shares; 2024Q4: 57,409 shares; 2025Q1: 57,215 shares; 2025Q2: 66,590 shares; 2025Q3: 43,017 shares; 2025Q4: 50,362 shares; 2026Q1: 52,698 shares 52,698 $5.03M 0.28% +2,336 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: 6,366 shares; 2024Q4: 8,071 shares; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 2,332 shares; 2025Q4: 3,438 shares; 2026Q1: 11,420 shares 11,420 $4.91M 0.28% +7,982 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: 11,861 shares; 2024Q4: 11,209 shares; 2025Q1: 14,682 shares; 2025Q2: 14,349 shares; 2025Q3: 14,670 shares; 2025Q4: 16,276 shares; 2026Q1: 14,197 shares 14,197 $4.91M 0.28% -2,079 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,696 shares; 2024Q4: 46,553 shares; 2025Q1: 42,080 shares; 2025Q2: 43,641 shares; 2025Q3: 48,669 shares; 2025Q4: 60,239 shares; 2026Q1: 67,088 shares 67,088 $4.89M 0.28% +6,849 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: 74,371 shares; 2024Q4: not reported; 2025Q1: 89,499 shares; 2025Q2: 77,878 shares; 2025Q3: 64,429 shares; 2025Q4: 73,635 shares; 2026Q1: 67,503 shares 67,503 $4.88M 0.28% -6,132 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: 18,115 shares; 2024Q4: 18,115 shares; 2025Q1: 15,395 shares; 2025Q2: 15,309 shares; 2025Q3: 15,022 shares; 2025Q4: 17,737 shares; 2026Q1: 15,669 shares 15,669 $4.86M 0.27% -2,068 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: 151,456 shares; 2024Q4: 154,261 shares; 2025Q1: 166,349 shares; 2025Q2: 76,295 shares; 2025Q3: 63,097 shares; 2025Q4: 78,963 shares; 2026Q1: 65,994 shares 65,994 $4.66M 0.26% -12,969 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,548 shares; 2024Q4: 32,571 shares; 2025Q1: 37,722 shares; 2025Q2: 41,714 shares; 2025Q3: 39,403 shares; 2025Q4: 46,718 shares; 2026Q1: 42,130 shares 42,130 $4.61M 0.26% -4,588 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: 14,826 shares; 2024Q4: 15,304 shares; 2025Q1: 15,957 shares; 2025Q2: 15,841 shares; 2025Q3: 16,397 shares; 2025Q4: 16,367 shares; 2026Q1: 14,789 shares 14,789 $4.56M 0.26% -1,578 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: 59,990 shares; 2024Q4: 58,261 shares; 2025Q1: 55,155 shares; 2025Q2: 42,946 shares; 2025Q3: 43,967 shares; 2025Q4: 46,183 shares; 2026Q1: 47,007 shares 47,007 $4.27M 0.24% +824 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: 57,010 shares; 2024Q4: 55,984 shares; 2025Q1: 56,404 shares; 2025Q2: 56,422 shares; 2025Q3: 57,421 shares; 2025Q4: 60,166 shares; 2026Q1: 62,794 shares 62,794 $4.25M 0.24% +2,628 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: 12,404 shares; 2024Q4: 12,693 shares; 2025Q1: 12,988 shares; 2025Q2: 13,816 shares; 2025Q3: 14,235 shares; 2025Q4: 17,898 shares; 2026Q1: 18,673 shares 18,673 $4.17M 0.24% +775 Timeline IDMO 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: 29,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,291 shares; 2025Q3: 82,433 shares; 2025Q4: 87,975 shares; 2026Q1: 70,473 shares 70,473 $4.15M 0.23% -17,502 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: 4,122 shares; 2024Q4: 5,150 shares; 2025Q1: 7,741 shares; 2025Q2: 7,912 shares; 2025Q3: 10,512 shares; 2025Q4: 18,107 shares; 2026Q1: 19,203 shares 19,203 $4.13M 0.23% +1,096 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: 26,335 shares; 2024Q4: 27,538 shares; 2025Q1: 29,205 shares; 2025Q2: 27,146 shares; 2025Q3: 26,375 shares; 2025Q4: 24,392 shares; 2026Q1: 20,311 shares 20,311 $4.13M 0.23% -4,081 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: 30,419 shares; 2024Q4: 31,189 shares; 2025Q1: 32,918 shares; 2025Q2: 27,742 shares; 2025Q3: 28,051 shares; 2025Q4: 30,609 shares; 2026Q1: 31,655 shares 31,655 $4.09M 0.23% +1,046 Timeline EWS 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: 129,271 shares; 2025Q2: 123,174 shares; 2025Q3: 121,478 shares; 2025Q4: 126,669 shares; 2026Q1: 138,096 shares 138,096 $3.99M 0.23% +11,427 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: 14,571 shares; 2024Q4: 14,908 shares; 2025Q1: 15,507 shares; 2025Q2: 16,804 shares; 2025Q3: 17,868 shares; 2025Q4: 19,432 shares; 2026Q1: 20,254 shares 20,254 $3.86M 0.22% +822 Timeline JTEK 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: 54,705 shares; 2024Q4: 53,741 shares; 2025Q1: 50,990 shares; 2025Q2: 49,099 shares; 2025Q3: 48,253 shares; 2025Q4: 46,833 shares; 2026Q1: 45,271 shares 45,271 $3.8M 0.21% -1,562 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: 91,791 shares; 2024Q4: 70,986 shares; 2025Q1: 39,042 shares; 2025Q2: 40,678 shares; 2025Q3: 16,848 shares; 2025Q4: 17,651 shares; 2026Q1: 18,639 shares 18,639 $3.73M 0.21% +988 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,989 shares; 2024Q4: 41,990 shares; 2025Q1: 44,297 shares; 2025Q2: 45,991 shares; 2025Q3: 47,984 shares; 2025Q4: 52,488 shares; 2026Q1: 57,009 shares 57,009 $3.61M 0.2% +4,521 Timeline EWP 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: 62,848 shares; 2025Q3: 62,919 shares; 2025Q4: 65,112 shares; 2026Q1: 62,823 shares 62,823 $3.61M 0.2% -2,289 Timeline QGRO 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: 8,704 shares; 2025Q1: not reported; 2025Q2: 30,008 shares; 2025Q3: 27,778 shares; 2025Q4: 30,033 shares; 2026Q1: 31,615 shares 31,615 $3.49M 0.2% +1,582 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 17,448 shares; 2025Q1: 36,100 shares; 2025Q2: 43,967 shares; 2025Q3: 54,193 shares; 2025Q4: 62,591 shares; 2026Q1: 73,837 shares 73,837 $3.48M 0.2% +11,246 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: 6,194 shares; 2024Q4: 6,187 shares; 2025Q1: 6,484 shares; 2025Q2: 6,488 shares; 2025Q3: 6,079 shares; 2025Q4: 7,742 shares; 2026Q1: 7,041 shares 7,041 $3.42M 0.19% -701 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: 3,462 shares; 2024Q4: 3,556 shares; 2025Q1: 3,607 shares; 2025Q2: 3,541 shares; 2025Q3: 3,771 shares; 2025Q4: 3,474 shares; 2026Q1: 3,279 shares 3,279 $3.38M 0.19% -195 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 14,750 shares; 2025Q1: 35,354 shares; 2025Q2: 38,192 shares; 2025Q3: 53,728 shares; 2025Q4: 58,704 shares; 2026Q1: 69,723 shares 69,723 $3.38M 0.19% +11,019 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 14,992 shares; 2025Q1: 35,804 shares; 2025Q2: 46,877 shares; 2025Q3: 59,301 shares; 2025Q4: 69,310 shares; 2026Q1: 82,392 shares 82,392 $3.36M 0.19% +13,082 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY 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: 123,172 shares; 2026Q1: 123,172 shares 123,172 $3.35M 0.19% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 16,485 shares; 2025Q1: 38,256 shares; 2025Q2: 41,475 shares; 2025Q3: 59,206 shares; 2025Q4: 65,014 shares; 2026Q1: 77,176 shares 77,176 $3.34M 0.19% +12,162 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 14,513 shares; 2025Q1: 34,122 shares; 2025Q2: 36,990 shares; 2025Q3: 52,389 shares; 2025Q4: 57,163 shares; 2026Q1: 67,875 shares 67,875 $3.33M 0.19% +10,712 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 14,204 shares; 2025Q1: 32,171 shares; 2025Q2: 40,479 shares; 2025Q3: 50,743 shares; 2025Q4: 59,044 shares; 2026Q1: 70,237 shares 70,237 $3.32M 0.19% +11,193 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 15,370 shares; 2025Q1: 36,082 shares; 2025Q2: 38,735 shares; 2025Q3: 54,995 shares; 2025Q4: 60,297 shares; 2026Q1: 72,155 shares 72,155 $3.32M 0.19% +11,858 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: 11,709 shares; 2024Q4: 11,536 shares; 2025Q1: 9,355 shares; 2025Q2: 6,579 shares; 2025Q3: 7,424 shares; 2025Q4: 8,250 shares; 2026Q1: 9,082 shares 9,082 $3.32M 0.19% +832 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 15,712 shares; 2025Q1: 37,112 shares; 2025Q2: 40,240 shares; 2025Q3: 56,968 shares; 2025Q4: 62,286 shares; 2026Q1: 74,384 shares 74,384 $3.31M 0.19% +12,098 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 13,714 shares; 2025Q1: 32,881 shares; 2025Q2: 43,088 shares; 2025Q3: 53,968 shares; 2025Q4: 62,882 shares; 2026Q1: 74,859 shares 74,859 $3.31M 0.19% +11,977 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 15,575 shares; 2025Q1: 36,485 shares; 2025Q2: 39,557 shares; 2025Q3: 56,067 shares; 2025Q4: 61,250 shares; 2026Q1: 73,119 shares 73,119 $3.31M 0.19% +11,869 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 16,126 shares; 2025Q1: 37,726 shares; 2025Q2: 40,907 shares; 2025Q3: 58,052 shares; 2025Q4: 63,556 shares; 2026Q1: 75,974 shares 75,974 $3.31M 0.19% +12,418 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 15,726 shares; 2025Q1: 36,892 shares; 2025Q2: 39,908 shares; 2025Q3: 56,428 shares; 2025Q4: 61,758 shares; 2026Q1: 73,947 shares 73,947 $3.31M 0.19% +12,189 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 15,361 shares; 2025Q1: 36,051 shares; 2025Q2: 39,079 shares; 2025Q3: 55,376 shares; 2025Q4: 60,698 shares; 2026Q1: 72,970 shares 72,970 $3.29M 0.19% +12,272 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,246 shares; 2024Q4: 5,678 shares; 2025Q1: 7,199 shares; 2025Q2: 7,855 shares; 2025Q3: 12,257 shares; 2025Q4: 17,470 shares; 2026Q1: 17,067 shares 17,067 $3.25M 0.18% -403 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 16,877 shares; 2025Q1: 38,840 shares; 2025Q2: 42,236 shares; 2025Q3: 61,095 shares; 2025Q4: 67,377 shares; 2026Q1: 81,251 shares 81,251 $3.24M 0.18% +13,874 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,783 shares 15,783 $3.24M 0.18% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,760 shares 54,760 $3.2M 0.18% new 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: 6,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,382 shares; 2025Q4: 52,059 shares; 2026Q1: 52,222 shares 52,222 $3.15M 0.18% +163 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: 3,596 shares; 2024Q4: 3,660 shares; 2025Q1: 4,712 shares; 2025Q2: 4,736 shares; 2025Q3: 3,992 shares; 2025Q4: 4,549 shares; 2026Q1: 3,992 shares 3,992 $3.14M 0.18% -557 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: 12,578 shares; 2024Q4: 12,610 shares; 2025Q1: 12,706 shares; 2025Q2: 12,472 shares; 2025Q3: 12,488 shares; 2025Q4: 13,198 shares; 2026Q1: 12,801 shares 12,801 $3.03M 0.17% -397 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: 4,982 shares; 2024Q4: 5,071 shares; 2025Q1: 4,405 shares; 2025Q2: 4,695 shares; 2025Q3: 5,700 shares; 2025Q4: 6,359 shares; 2026Q1: 5,945 shares 5,945 $2.99M 0.17% -414 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 23,176 shares; 2025Q1: 34,060 shares; 2025Q2: 36,026 shares; 2025Q3: 44,142 shares; 2025Q4: 74,459 shares; 2026Q1: 95,431 shares 95,431 $2.95M 0.17% +20,972 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: 7,812 shares; 2024Q4: 8,063 shares; 2025Q1: 10,514 shares; 2025Q2: 11,035 shares; 2025Q3: 9,287 shares; 2025Q4: 11,496 shares; 2026Q1: 9,399 shares 9,399 $2.94M 0.17% -2,097 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,884 shares; 2025Q3: 36,984 shares; 2025Q4: 52,713 shares; 2026Q1: 57,256 shares 57,256 $2.93M 0.17% +4,543 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,425 shares; 2025Q1: 3,480 shares; 2025Q2: 3,582 shares; 2025Q3: 4,091 shares; 2025Q4: 10,272 shares; 2026Q1: 9,766 shares 9,766 $2.91M 0.16% -506 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,418 shares; 2025Q4: 26,979 shares; 2026Q1: 27,609 shares 27,609 $2.9M 0.16% +630 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,724 shares; 2024Q4: 9,875 shares; 2025Q1: 9,878 shares; 2025Q2: 13,118 shares; 2025Q3: 13,701 shares; 2025Q4: 15,067 shares; 2026Q1: 14,625 shares 14,625 $2.89M 0.16% -442 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: 47,479 shares; 2025Q2: 48,711 shares; 2025Q3: 51,918 shares; 2025Q4: 52,632 shares; 2026Q1: 55,749 shares 55,749 $2.88M 0.16% +3,117 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: 3,381 shares; 2024Q4: 3,557 shares; 2025Q1: 4,077 shares; 2025Q2: 3,695 shares; 2025Q3: 10,146 shares; 2025Q4: 13,382 shares; 2026Q1: 16,432 shares 16,432 $2.85M 0.16% +3,050 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,921 shares; 2025Q4: 30,790 shares; 2026Q1: 25,173 shares 25,173 $2.84M 0.16% -5,617 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: 5,043 shares; 2024Q4: 5,229 shares; 2025Q1: 5,071 shares; 2025Q2: 6,385 shares; 2025Q3: 6,921 shares; 2025Q4: 7,428 shares; 2026Q1: 7,959 shares 7,959 $2.83M 0.16% +531 Timeline KBWB 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: 22,775 shares; 2025Q1: 22,684 shares; 2025Q2: 30,586 shares; 2025Q3: 30,915 shares; 2025Q4: 31,603 shares; 2026Q1: 32,498 shares 32,498 $2.78M 0.16% +895 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: 62,509 shares; 2024Q4: 61,024 shares; 2025Q1: 81,131 shares; 2025Q2: 95,175 shares; 2025Q3: 97,495 shares; 2025Q4: 105,054 shares; 2026Q1: 97,610 shares 97,610 $2.76M 0.16% -7,444 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: 9,149 shares; 2024Q4: 10,627 shares; 2025Q1: 10,480 shares; 2025Q2: 10,620 shares; 2025Q3: 10,980 shares; 2025Q4: 11,265 shares; 2026Q1: 10,899 shares 10,899 $2.74M 0.15% -366 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: 4,656 shares; 2024Q4: 4,199 shares; 2025Q1: 5,574 shares; 2025Q2: 4,770 shares; 2025Q3: 8,660 shares; 2025Q4: 9,611 shares; 2026Q1: 10,156 shares 10,156 $2.74M 0.15% +545 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: 2,450 shares; 2024Q4: 2,331 shares; 2025Q1: 2,480 shares; 2025Q2: 2,376 shares; 2025Q3: 2,379 shares; 2025Q4: 27,268 shares; 2026Q1: 26,758 shares 26,758 $2.73M 0.15% -510 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: 28,380 shares; 2024Q4: 28,095 shares; 2025Q1: 33,182 shares; 2025Q2: 33,827 shares; 2025Q3: 33,450 shares; 2025Q4: 36,830 shares; 2026Q1: 34,510 shares 34,510 $2.7M 0.15% -2,320 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 15,701 shares; 2025Q3: 16,742 shares; 2025Q4: 41,403 shares; 2026Q1: 78,881 shares 78,881 $2.65M 0.15% +37,478 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 12,366 shares; 2025Q1: 13,073 shares; 2025Q2: 13,303 shares; 2025Q3: 13,880 shares; 2025Q4: 14,561 shares; 2026Q1: 24,422 shares 24,422 $2.61M 0.15% +9,861 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: 4,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 5,638 shares; 2026Q1: 10,327 shares 10,327 $2.59M 0.15% +4,689 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 12,960 shares; 2025Q1: 32,245 shares; 2025Q2: 28,082 shares; 2025Q3: 29,208 shares; 2025Q4: 30,634 shares; 2026Q1: 32,469 shares 32,469 $2.56M 0.14% +1,835 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: 11,142 shares; 2024Q4: 9,591 shares; 2025Q1: 66,366 shares; 2025Q2: 34,186 shares; 2025Q3: 9,341 shares; 2025Q4: 11,258 shares; 2026Q1: 42,928 shares 42,928 $2.51M 0.14% +31,670 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,481 shares; 2026Q1: 96,665 shares 96,665 $2.46M 0.14% +54,184 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 21,637 shares; 2025Q3: 21,709 shares; 2025Q4: 26,100 shares; 2026Q1: 28,390 shares 28,390 $2.45M 0.14% +2,290 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,390 shares; 2025Q1: 3,775 shares; 2025Q2: 5,149 shares; 2025Q3: 5,958 shares; 2025Q4: 8,429 shares; 2026Q1: 8,279 shares 8,279 $2.43M 0.14% -150 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,181 shares; 2024Q4: 43,857 shares; 2025Q1: 40,210 shares; 2025Q2: 43,080 shares; 2025Q3: 47,681 shares; 2025Q4: 47,321 shares; 2026Q1: 47,952 shares 47,952 $2.42M 0.14% +631 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,146 shares; 2024Q4: 32,569 shares; 2025Q1: 45,901 shares; 2025Q2: 45,217 shares; 2025Q3: 48,767 shares; 2025Q4: 52,185 shares; 2026Q1: 57,316 shares 57,316 $2.42M 0.14% +5,131 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: 17,347 shares; 2024Q4: 18,986 shares; 2025Q1: 23,000 shares; 2025Q2: 36,232 shares; 2025Q3: 36,583 shares; 2025Q4: 19,857 shares; 2026Q1: 19,593 shares 19,593 $2.4M 0.14% -264 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 12,119 shares; 2025Q1: 52,468 shares; 2025Q2: 52,748 shares; 2025Q3: 54,324 shares; 2025Q4: 54,490 shares; 2026Q1: 51,996 shares 51,996 $2.37M 0.13% -2,494 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: 21,922 shares; 2024Q4: 25,760 shares; 2025Q1: 28,193 shares; 2025Q2: 29,110 shares; 2025Q3: 30,757 shares; 2025Q4: 58,737 shares; 2026Q1: 40,930 shares 40,930 $2.37M 0.13% -17,807 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: 9,089 shares; 2024Q4: 9,860 shares; 2025Q1: 10,665 shares; 2025Q2: 14,308 shares; 2025Q3: 15,450 shares; 2025Q4: 16,214 shares; 2026Q1: 19,133 shares 19,133 $2.36M 0.13% +2,919 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 10,539 shares; 2025Q1: 13,155 shares; 2025Q2: 15,809 shares; 2025Q3: 15,617 shares; 2025Q4: 15,881 shares; 2026Q1: 15,089 shares 15,089 $2.35M 0.13% -792 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: 2,385 shares; 2024Q4: 2,622 shares; 2025Q1: 3,069 shares; 2025Q2: 3,090 shares; 2025Q3: 3,075 shares; 2025Q4: 3,744 shares; 2026Q1: 3,446 shares 3,446 $2.34M 0.13% -298 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,160 shares; 2024Q4: 42,778 shares; 2025Q1: 45,899 shares; 2025Q2: 39,458 shares; 2025Q3: 39,090 shares; 2025Q4: 47,509 shares; 2026Q1: 51,431 shares 51,431 $2.33M 0.13% +3,922 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: 1,243 shares; 2024Q4: 1,343 shares; 2025Q1: 1,516 shares; 2025Q2: 1,543 shares; 2025Q3: 1,614 shares; 2025Q4: 1,764 shares; 2026Q1: 1,601 shares 1,601 $2.32M 0.13% -163 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 4,695 shares; 2025Q1: 6,291 shares; 2025Q2: 6,283 shares; 2025Q3: 4,858 shares; 2025Q4: 6,782 shares; 2026Q1: 5,294 shares 5,294 $2.32M 0.13% -1,488 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,824 shares; 2025Q1: 5,438 shares; 2025Q2: 7,408 shares; 2025Q3: 8,054 shares; 2025Q4: 7,515 shares; 2026Q1: 6,469 shares 6,469 $2.32M 0.13% -1,046 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: 99,921 shares; 2024Q4: 86,591 shares; 2025Q1: 93,596 shares; 2025Q2: 85,763 shares; 2025Q3: 62,644 shares; 2025Q4: 48,450 shares; 2026Q1: 37,183 shares 37,183 $2.31M 0.13% -11,267 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: 5,871 shares; 2024Q4: 5,684 shares; 2025Q1: 6,219 shares; 2025Q2: 6,473 shares; 2025Q3: 6,866 shares; 2025Q4: 7,061 shares; 2026Q1: 6,725 shares 6,725 $2.28M 0.13% -336 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: 6,497 shares; 2024Q4: 6,810 shares; 2025Q1: 6,791 shares; 2025Q2: 7,016 shares; 2025Q3: 7,096 shares; 2025Q4: 7,169 shares; 2026Q1: 7,115 shares 7,115 $2.25M 0.13% -54 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,509 shares; 2024Q4: 31,138 shares; 2025Q1: 38,152 shares; 2025Q2: 39,356 shares; 2025Q3: 37,655 shares; 2025Q4: 24,021 shares; 2026Q1: 22,527 shares 22,527 $2.25M 0.13% -1,494 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,196 shares; 2024Q4: 8,346 shares; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,292 shares; 2025Q4: 13,433 shares; 2026Q1: 14,508 shares 14,508 $2.24M 0.13% +1,075 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: 4,294 shares; 2024Q4: 4,416 shares; 2025Q1: 4,994 shares; 2025Q2: 4,980 shares; 2025Q3: 5,291 shares; 2025Q4: 5,919 shares; 2026Q1: 5,577 shares 5,577 $2.23M 0.13% -342 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: 9,269 shares; 2024Q4: 9,433 shares; 2025Q1: 10,246 shares; 2025Q2: 10,177 shares; 2025Q3: 9,051 shares; 2025Q4: 7,704 shares; 2026Q1: 7,363 shares 7,363 $2.23M 0.13% -341 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,982 shares; 2025Q1: 7,875 shares; 2025Q2: 8,172 shares; 2025Q3: 9,061 shares; 2025Q4: 9,493 shares; 2026Q1: 12,380 shares 12,380 $2.23M 0.13% +2,887 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,473 shares; 2025Q1: 9,959 shares; 2025Q2: 10,203 shares; 2025Q3: 10,746 shares; 2025Q4: 10,114 shares; 2026Q1: 9,640 shares 9,640 $2.2M 0.12% -474 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: 15,196 shares; 2024Q4: 16,309 shares; 2025Q1: 16,876 shares; 2025Q2: 15,876 shares; 2025Q3: 16,523 shares; 2025Q4: 18,362 shares; 2026Q1: 16,790 shares 16,790 $2.19M 0.12% -1,572 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,050 shares; 2024Q4: 87,250 shares; 2025Q1: 96,730 shares; 2025Q2: 111,305 shares; 2025Q3: 118,730 shares; 2025Q4: 118,730 shares; 2026Q1: 118,730 shares 118,730 $2.19M 0.12% 0 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: 10,977 shares; 2024Q4: 11,311 shares; 2025Q1: 11,464 shares; 2025Q2: 8,042 shares; 2025Q3: 7,938 shares; 2025Q4: 8,735 shares; 2026Q1: 9,081 shares 9,081 $2.15M 0.12% +346 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,625 shares; 2024Q4: 38,042 shares; 2025Q1: 22,322 shares; 2025Q2: 22,612 shares; 2025Q3: 22,785 shares; 2025Q4: 23,274 shares; 2026Q1: 23,820 shares 23,820 $2.1M 0.12% +546 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: not reported; 2024Q4: not reported; 2025Q1: 78,563 shares; 2025Q2: 83,360 shares; 2025Q3: 86,792 shares; 2025Q4: 89,751 shares; 2026Q1: 90,703 shares 90,703 $2.08M 0.12% +952 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,358 shares; 2025Q3: 45,465 shares; 2025Q4: 50,203 shares; 2026Q1: 55,050 shares 55,050 $2.05M 0.12% +4,847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,267 shares; 2026Q1: 15,596 shares 15,596 $2.04M 0.12% +329 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,195 shares; 2024Q4: 17,654 shares; 2025Q1: 18,072 shares; 2025Q2: 17,346 shares; 2025Q3: 16,717 shares; 2025Q4: 17,472 shares; 2026Q1: 16,587 shares 16,587 $2.04M 0.11% -885 Timeline KRE 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: 28,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,741 shares; 2025Q4: 28,384 shares; 2026Q1: 29,161 shares 29,161 $2.04M 0.11% +777 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,760 shares; 2024Q4: 119,788 shares; 2025Q1: 135,812 shares; 2025Q2: 164,054 shares; 2025Q3: 209,432 shares; 2025Q4: 213,399 shares; 2026Q1: 203,046 shares 203,046 $2.03M 0.11% -10,353 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: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 919 shares; 2025Q3: not reported; 2025Q4: 6,874 shares; 2026Q1: 10,050 shares 10,050 $1.97M 0.11% +3,176 Timeline BBEU 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: 34,424 shares; 2024Q4: not reported; 2025Q1: 23,769 shares; 2025Q2: 24,110 shares; 2025Q3: 24,385 shares; 2025Q4: 25,017 shares; 2026Q1: 25,759 shares 25,759 $1.96M 0.11% +742 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,125 shares; 2025Q3: 12,128 shares; 2025Q4: 18,544 shares; 2026Q1: 20,095 shares 20,095 $1.94M 0.11% +1,551 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: 12,251 shares; 2024Q4: 11,612 shares; 2025Q1: 13,163 shares; 2025Q2: 13,121 shares; 2025Q3: 11,036 shares; 2025Q4: 15,041 shares; 2026Q1: 12,647 shares 12,647 $1.93M 0.11% -2,394 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 18,120 shares; 2025Q1: 22,710 shares; 2025Q2: 25,742 shares; 2025Q3: 30,202 shares; 2025Q4: 33,127 shares; 2026Q1: 35,503 shares 35,503 $1.93M 0.11% +2,376 Timeline FFLC 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: 29,171 shares; 2025Q3: 29,299 shares; 2025Q4: 32,626 shares; 2026Q1: 35,446 shares 35,446 $1.92M 0.11% +2,820 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: 34,875 shares; 2024Q4: 32,403 shares; 2025Q1: 51,922 shares; 2025Q2: 142,742 shares; 2025Q3: 24,647 shares; 2025Q4: 38,834 shares; 2026Q1: 39,901 shares 39,901 $1.92M 0.11% +1,067 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: 7,157 shares; 2024Q4: 7,104 shares; 2025Q1: 6,652 shares; 2025Q2: 6,826 shares; 2025Q3: 6,855 shares; 2025Q4: 6,779 shares; 2026Q1: 6,542 shares 6,542 $1.92M 0.11% -237 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: 29,802 shares; 2024Q4: 29,819 shares; 2025Q1: 28,977 shares; 2025Q2: 20,632 shares; 2025Q3: 21,240 shares; 2025Q4: 22,109 shares; 2026Q1: 22,278 shares 22,278 $1.92M 0.11% +169 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 1,928 shares; 2026Q1: 16,354 shares 16,354 $1.91M 0.11% +14,426 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: 10,497 shares; 2024Q4: 12,747 shares; 2025Q1: 15,777 shares; 2025Q2: 18,114 shares; 2025Q3: 39,471 shares; 2025Q4: 50,676 shares; 2026Q1: 51,880 shares 51,880 $1.89M 0.11% +1,204 Timeline TOPT 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: 59,650 shares; 2025Q4: 60,960 shares; 2026Q1: 62,850 shares 62,850 $1.88M 0.11% +1,890 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,834 shares; 2024Q4: 19,406 shares; 2025Q1: 21,736 shares; 2025Q2: 22,997 shares; 2025Q3: 24,654 shares; 2025Q4: 25,414 shares; 2026Q1: 24,852 shares 24,852 $1.86M 0.1% -562 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,982 shares 35,982 $1.81M 0.1% new 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: 4,630 shares; 2024Q4: 4,360 shares; 2025Q1: 4,387 shares; 2025Q2: 5,147 shares; 2025Q3: 4,773 shares; 2025Q4: 6,230 shares; 2026Q1: 5,814 shares 5,814 $1.8M 0.1% -416 Timeline FNDB 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: 49,823 shares; 2025Q3: 54,023 shares; 2025Q4: 59,500 shares; 2026Q1: 63,856 shares 63,856 $1.8M 0.1% +4,356 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 18,276 shares; 2025Q1: 32,552 shares; 2025Q2: 32,548 shares; 2025Q3: 35,097 shares; 2025Q4: 40,350 shares; 2026Q1: 45,942 shares 45,942 $1.79M 0.1% +5,592 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,067 shares; 2024Q4: 17,312 shares; 2025Q1: 16,317 shares; 2025Q2: 16,604 shares; 2025Q3: 18,002 shares; 2025Q4: 18,994 shares; 2026Q1: 19,779 shares 19,779 $1.79M 0.1% +785 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,169 shares; 2024Q4: 19,005 shares; 2025Q1: 33,838 shares; 2025Q2: 33,104 shares; 2025Q3: 36,964 shares; 2025Q4: 40,714 shares; 2026Q1: 46,410 shares 46,410 $1.76M 0.1% +5,696 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,833 shares; 2026Q1: 50,609 shares 50,609 $1.76M 0.1% +35,776 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,158 shares; 2025Q1: 2,384 shares; 2025Q2: 2,404 shares; 2025Q3: 2,507 shares; 2025Q4: 2,808 shares; 2026Q1: 2,800 shares 2,800 $1.75M 0.1% -8 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,688 shares; 2026Q1: 21,800 shares 21,800 $1.74M 0.1% +2,112 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,329 shares; 2024Q4: 18,769 shares; 2025Q1: 32,931 shares; 2025Q2: 29,485 shares; 2025Q3: 34,213 shares; 2025Q4: 37,810 shares; 2026Q1: 43,262 shares 43,262 $1.74M 0.1% +5,452 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: 6,354 shares; 2024Q4: 6,495 shares; 2025Q1: 7,056 shares; 2025Q2: 7,216 shares; 2025Q3: 7,730 shares; 2025Q4: 7,711 shares; 2026Q1: 7,334 shares 7,334 $1.71M 0.1% -377 Timeline AMLP 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: 36,533 shares; 2024Q4: 36,534 shares; 2025Q1: 34,720 shares; 2025Q2: 32,446 shares; 2025Q3: 32,374 shares; 2025Q4: 32,390 shares; 2026Q1: 32,437 shares 32,437 $1.7M 0.1% +47 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 20,389 shares; 2025Q1: 34,719 shares; 2025Q2: 34,216 shares; 2025Q3: 33,436 shares; 2025Q4: 36,993 shares; 2026Q1: 42,288 shares 42,288 $1.69M 0.1% +5,295 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 14,450 shares; 2025Q1: 19,502 shares; 2025Q2: 20,957 shares; 2025Q3: 25,394 shares; 2025Q4: 28,250 shares; 2026Q1: 30,523 shares 30,523 $1.68M 0.09% +2,273 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: 7,445 shares; 2024Q4: 4,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 6,240 shares; 2026Q1: 4,950 shares 4,950 $1.65M 0.09% -1,290 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,314 shares; 2025Q2: 12,889 shares; 2025Q3: 13,475 shares; 2025Q4: 27,456 shares; 2026Q1: 52,974 shares 52,974 $1.63M 0.09% +25,518 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 14,210 shares; 2025Q1: 19,661 shares; 2025Q2: 21,220 shares; 2025Q3: 25,978 shares; 2025Q4: 29,164 shares; 2026Q1: 31,582 shares 31,582 $1.62M 0.09% +2,418 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,221 shares; 2025Q1: 1,406 shares; 2025Q2: 1,405 shares; 2025Q3: 1,463 shares; 2025Q4: 1,567 shares; 2026Q1: 1,376 shares 1,376 $1.61M 0.09% -191 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: 12,812 shares; 2024Q4: 10,167 shares; 2025Q1: 8,971 shares; 2025Q2: 9,125 shares; 2025Q3: 7,758 shares; 2025Q4: 28,618 shares; 2026Q1: 28,566 shares 28,566 $1.61M 0.09% -52 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 13,672 shares; 2025Q1: 28,055 shares; 2025Q2: 27,473 shares; 2025Q3: 31,232 shares; 2025Q4: 34,842 shares; 2026Q1: 40,295 shares 40,295 $1.59M 0.09% +5,453 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 10,071 shares; 2025Q1: 10,029 shares; 2025Q2: 13,216 shares; 2025Q3: 13,900 shares; 2025Q4: 14,558 shares; 2026Q1: 16,413 shares 16,413 $1.59M 0.09% +1,855 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 13,104 shares; 2025Q1: 26,728 shares; 2025Q2: 25,666 shares; 2025Q3: 29,199 shares; 2025Q4: 32,657 shares; 2026Q1: 37,842 shares 37,842 $1.59M 0.09% +5,185 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 12,591 shares; 2025Q1: 25,598 shares; 2025Q2: 25,133 shares; 2025Q3: 28,597 shares; 2025Q4: 31,859 shares; 2026Q1: 36,909 shares 36,909 $1.59M 0.09% +5,050 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 11,764 shares; 2025Q1: 17,433 shares; 2025Q2: 18,733 shares; 2025Q3: 22,375 shares; 2025Q4: 25,136 shares; 2026Q1: 27,305 shares 27,305 $1.57M 0.09% +2,169 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 12,949 shares; 2025Q1: 25,989 shares; 2025Q2: 25,412 shares; 2025Q3: 29,175 shares; 2025Q4: 32,765 shares; 2026Q1: 38,191 shares 38,191 $1.55M 0.09% +5,426 Timeline BKLN 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: 276,865 shares; 2025Q1: not reported; 2025Q2: 81,263 shares; 2025Q3: 92,617 shares; 2025Q4: 162,211 shares; 2026Q1: 75,041 shares 75,041 $1.54M 0.09% -87,170 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 11,715 shares; 2025Q1: 16,894 shares; 2025Q2: 18,332 shares; 2025Q3: 23,486 shares; 2025Q4: 26,425 shares; 2026Q1: 28,803 shares 28,803 $1.54M 0.09% +2,378 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: 9,187 shares; 2024Q4: 9,325 shares; 2025Q1: 8,414 shares; 2025Q2: 7,722 shares; 2025Q3: 8,088 shares; 2025Q4: 8,078 shares; 2026Q1: 7,894 shares 7,894 $1.54M 0.09% -184 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,051 shares; 2025Q2: 1,000 shares; 2025Q3: 1,008 shares; 2025Q4: 1,178 shares; 2026Q1: 6,504 shares 6,504 $1.54M 0.09% +5,326 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,111 shares; 2024Q4: 13,115 shares; 2025Q1: 18,793 shares; 2025Q2: 20,441 shares; 2025Q3: 25,394 shares; 2025Q4: 28,579 shares; 2026Q1: 31,132 shares 31,132 $1.53M 0.09% +2,553 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 12,659 shares; 2025Q1: 18,217 shares; 2025Q2: 19,822 shares; 2025Q3: 24,878 shares; 2025Q4: 28,163 shares; 2026Q1: 30,591 shares 30,591 $1.53M 0.09% +2,428 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: 39,798 shares; 2024Q4: 23,945 shares; 2025Q1: 20,882 shares; 2025Q2: 24,348 shares; 2025Q3: 20,949 shares; 2025Q4: 27,146 shares; 2026Q1: 20,690 shares 20,690 $1.53M 0.09% -6,456 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: 7,719 shares; 2024Q4: 11,064 shares; 2025Q1: 16,689 shares; 2025Q2: 16,726 shares; 2025Q3: 10,806 shares; 2025Q4: 16,921 shares; 2026Q1: 9,917 shares 9,917 $1.52M 0.09% -7,004 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 22,791 shares; 2025Q1: 2,795 shares; 2025Q2: 17,886 shares; 2025Q3: 17,814 shares; 2025Q4: 18,686 shares; 2026Q1: 19,730 shares 19,730 $1.51M 0.09% +1,044 Timeline PWB 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: 7,538 shares; 2025Q3: 6,495 shares; 2025Q4: 7,114 shares; 2026Q1: 11,083 shares 11,083 $1.51M 0.09% +3,969 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 11,116 shares; 2025Q1: 16,037 shares; 2025Q2: 17,417 shares; 2025Q3: 21,669 shares; 2025Q4: 24,446 shares; 2026Q1: 26,666 shares 26,666 $1.51M 0.08% +2,220 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 11,966 shares; 2025Q1: 17,258 shares; 2025Q2: 18,776 shares; 2025Q3: 23,476 shares; 2025Q4: 26,510 shares; 2026Q1: 28,933 shares 28,933 $1.5M 0.08% +2,423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,835 shares; 2025Q3: 23,876 shares; 2025Q4: 28,951 shares; 2026Q1: 28,132 shares 28,132 $1.5M 0.08% -819 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 13,266 shares; 2025Q1: 18,800 shares; 2025Q2: 21,331 shares; 2025Q3: 26,748 shares; 2025Q4: 30,276 shares; 2026Q1: 33,174 shares 33,174 $1.5M 0.08% +2,898 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 10,586 shares; 2025Q1: 15,284 shares; 2025Q2: 16,628 shares; 2025Q3: 20,823 shares; 2025Q4: 23,555 shares; 2026Q1: 25,774 shares 25,774 $1.5M 0.08% +2,219 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 11,872 shares; 2025Q1: 17,152 shares; 2025Q2: 18,660 shares; 2025Q3: 23,265 shares; 2025Q4: 26,286 shares; 2026Q1: 28,755 shares 28,755 $1.49M 0.08% +2,469 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: 3,918 shares; 2024Q4: 4,302 shares; 2025Q1: 4,321 shares; 2025Q2: 4,645 shares; 2025Q3: 4,613 shares; 2025Q4: 4,861 shares; 2026Q1: 4,760 shares 4,760 $1.49M 0.08% -101 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: 15,545 shares; 2024Q4: 16,228 shares; 2025Q1: 17,734 shares; 2025Q2: 17,737 shares; 2025Q3: 18,007 shares; 2025Q4: 18,527 shares; 2026Q1: 17,786 shares 17,786 $1.48M 0.08% -741 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 16,101 shares; 2025Q1: 15,536 shares; 2025Q2: 16,042 shares; 2025Q3: 17,101 shares; 2025Q4: 18,221 shares; 2026Q1: 19,472 shares 19,472 $1.46M 0.08% +1,251 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,147 shares; 2025Q1: 1,167 shares; 2025Q2: 1,155 shares; 2025Q3: 2,942 shares; 2025Q4: 3,664 shares; 2026Q1: 3,259 shares 3,259 $1.46M 0.08% -405 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: 12,019 shares; 2024Q4: 11,292 shares; 2025Q1: 10,999 shares; 2025Q2: 11,169 shares; 2025Q3: 13,122 shares; 2025Q4: 15,824 shares; 2026Q1: 10,476 shares 10,476 $1.44M 0.08% -5,348 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,100 shares; 2024Q4: 78,157 shares; 2025Q1: 76,283 shares; 2025Q2: 77,107 shares; 2025Q3: 75,627 shares; 2025Q4: 74,681 shares; 2026Q1: 74,943 shares 74,943 $1.43M 0.08% +262 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: 21,524 shares; 2024Q4: 24,970 shares; 2025Q1: 30,046 shares; 2025Q2: 30,511 shares; 2025Q3: 32,017 shares; 2025Q4: 32,712 shares; 2026Q1: 21,529 shares 21,529 $1.43M 0.08% -11,183 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: 3,332 shares; 2024Q4: 3,075 shares; 2025Q1: 3,295 shares; 2025Q2: 3,320 shares; 2025Q3: 3,130 shares; 2025Q4: 3,352 shares; 2026Q1: 3,208 shares 3,208 $1.43M 0.08% -144 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: 7,748 shares; 2024Q4: 7,931 shares; 2025Q1: 7,744 shares; 2025Q2: 7,854 shares; 2025Q3: 8,787 shares; 2025Q4: 8,962 shares; 2026Q1: 10,436 shares 10,436 $1.43M 0.08% +1,474 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,447 shares; 2025Q4: 7,111 shares; 2026Q1: 6,699 shares 6,699 $1.4M 0.08% -412 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,065 shares; 2026Q1: 9,438 shares 9,438 $1.39M 0.08% +373 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: 10,628 shares; 2024Q4: 10,687 shares; 2025Q1: 12,186 shares; 2025Q2: 12,453 shares; 2025Q3: 22,245 shares; 2025Q4: 25,307 shares; 2026Q1: 20,038 shares 20,038 $1.37M 0.08% -5,269 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: 3,837 shares; 2024Q4: 3,704 shares; 2025Q1: 4,474 shares; 2025Q2: 5,109 shares; 2025Q3: 10,813 shares; 2025Q4: 13,085 shares; 2026Q1: 13,293 shares 13,293 $1.37M 0.08% +208 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: 6,959 shares; 2024Q4: 6,969 shares; 2025Q1: 7,381 shares; 2025Q2: 8,119 shares; 2025Q3: 4,560 shares; 2025Q4: 4,446 shares; 2026Q1: 4,232 shares 4,232 $1.3M 0.07% -214 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: 12,633 shares; 2024Q4: 12,759 shares; 2025Q1: 18,654 shares; 2025Q2: 17,646 shares; 2025Q3: 16,509 shares; 2025Q4: 15,534 shares; 2026Q1: 12,905 shares 12,905 $1.29M 0.07% -2,629 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: 34,785 shares; 2024Q4: 27,605 shares; 2025Q1: 18,831 shares; 2025Q2: 14,125 shares; 2025Q3: 13,238 shares; 2025Q4: 10,984 shares; 2026Q1: 11,591 shares 11,591 $1.29M 0.07% +607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,188 shares; 2025Q4: 16,343 shares; 2026Q1: 16,558 shares 16,558 $1.28M 0.07% +215 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: 3,188 shares; 2024Q4: 6,597 shares; 2025Q1: 6,998 shares; 2025Q2: 6,988 shares; 2025Q3: 8,152 shares; 2025Q4: 8,580 shares; 2026Q1: 7,652 shares 7,652 $1.28M 0.07% -928 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: 2,083 shares; 2024Q4: 2,073 shares; 2025Q1: 2,311 shares; 2025Q2: 2,314 shares; 2025Q3: 2,789 shares; 2025Q4: 3,162 shares; 2026Q1: 2,769 shares 2,769 $1.26M 0.07% -393 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,571 shares; 2025Q3: 33,650 shares; 2025Q4: 35,309 shares; 2026Q1: 38,066 shares 38,066 $1.25M 0.07% +2,757 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,068 shares; 2025Q4: 32,891 shares; 2026Q1: 25,669 shares 25,669 $1.24M 0.07% -7,222 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 17,486 shares; 2025Q1: 17,327 shares; 2025Q2: 18,087 shares; 2025Q3: 18,980 shares; 2025Q4: 20,540 shares; 2026Q1: 21,145 shares 21,145 $1.23M 0.07% +605 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: 3,449 shares; 2024Q4: 3,559 shares; 2025Q1: 3,875 shares; 2025Q2: 3,894 shares; 2025Q3: 4,061 shares; 2025Q4: 4,124 shares; 2026Q1: 3,629 shares 3,629 $1.23M 0.07% -495 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,421 shares; 2026Q1: 24,351 shares 24,351 $1.23M 0.07% +3,930 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 5,142 shares; 2025Q3: not reported; 2025Q4: 5,162 shares; 2026Q1: 3,476 shares 3,476 $1.23M 0.07% -1,686 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,594 shares; 2025Q3: 15,015 shares; 2025Q4: 20,279 shares; 2026Q1: 21,314 shares 21,314 $1.22M 0.07% +1,035 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: 2,330 shares; 2024Q4: 2,372 shares; 2025Q1: 2,364 shares; 2025Q2: 2,764 shares; 2025Q3: 2,964 shares; 2025Q4: 3,143 shares; 2026Q1: 3,239 shares 3,239 $1.22M 0.07% +96 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 3,212 shares; 2026Q1: 8,359 shares 8,359 $1.22M 0.07% +5,147 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,314 shares; 2025Q1: 11,627 shares; 2025Q2: 11,647 shares; 2025Q3: 13,019 shares; 2025Q4: 16,265 shares; 2026Q1: 24,604 shares 24,604 $1.22M 0.07% +8,339 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,083 shares; 2024Q4: 20,949 shares; 2025Q1: 21,760 shares; 2025Q2: 21,492 shares; 2025Q3: 19,978 shares; 2025Q4: 19,573 shares; 2026Q1: 19,280 shares 19,280 $1.22M 0.07% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 6,596 shares; 2026Q1: 6,067 shares 6,067 $1.21M 0.07% -529 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,754 shares; 2026Q1: 63,168 shares 63,168 $1.18M 0.07% -2,586 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 10,005 shares; 2025Q1: 2,904 shares; 2025Q2: 4,752 shares; 2025Q3: 7,979 shares; 2025Q4: 8,304 shares; 2026Q1: 8,270 shares 8,270 $1.18M 0.07% -34 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,123 shares; 2025Q1: 3,456 shares; 2025Q2: 3,629 shares; 2025Q3: 3,800 shares; 2025Q4: 3,890 shares; 2026Q1: 3,499 shares 3,499 $1.17M 0.07% -391 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,814 shares; 2025Q2: 18,233 shares; 2025Q3: 22,946 shares; 2025Q4: 26,732 shares; 2026Q1: 31,508 shares 31,508 $1.17M 0.07% +4,776 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: 10,210 shares; 2024Q4: 12,369 shares; 2025Q1: 13,150 shares; 2025Q2: 14,904 shares; 2025Q3: 20,552 shares; 2025Q4: 39,976 shares; 2026Q1: 34,157 shares 34,157 $1.17M 0.07% -5,819 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,938 shares; 2025Q2: 15,760 shares; 2025Q3: 19,805 shares; 2025Q4: 22,925 shares; 2026Q1: 27,106 shares 27,106 $1.16M 0.07% +4,181 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,682 shares; 2025Q2: 19,375 shares; 2025Q3: 24,383 shares; 2025Q4: 28,264 shares; 2026Q1: 33,179 shares 33,179 $1.16M 0.07% +4,915 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: 2,055 shares; 2024Q4: 2,058 shares; 2025Q1: 2,035 shares; 2025Q2: 2,052 shares; 2025Q3: 1,925 shares; 2025Q4: 1,887 shares; 2026Q1: 1,788 shares 1,788 $1.15M 0.07% -99 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,243 shares; 2025Q2: 20,198 shares; 2025Q3: 25,472 shares; 2025Q4: 29,644 shares; 2026Q1: 35,131 shares 35,131 $1.15M 0.07% +5,487 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,009 shares 14,009 $1.15M 0.06% new 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: 2,125 shares; 2024Q4: 2,237 shares; 2025Q1: 2,274 shares; 2025Q2: 2,130 shares; 2025Q3: 2,367 shares; 2025Q4: 2,585 shares; 2026Q1: 2,291 shares 2,291 $1.15M 0.06% -294 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: 4,781 shares; 2025Q1: 6,867 shares; 2025Q2: 7,055 shares; 2025Q3: 8,831 shares; 2025Q4: 10,241 shares; 2026Q1: 8,825 shares 8,825 $1.14M 0.06% -1,416 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,967 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 2,982 shares; 2025Q4: 3,130 shares; 2026Q1: 13,924 shares 13,924 $1.13M 0.06% +10,794 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: 2,347 shares; 2024Q4: 2,389 shares; 2025Q1: 2,319 shares; 2025Q2: 2,428 shares; 2025Q3: 2,779 shares; 2025Q4: 2,968 shares; 2026Q1: 3,127 shares 3,127 $1.1M 0.06% +159 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,663 shares; 2025Q1: 2,697 shares; 2025Q2: 2,710 shares; 2025Q3: 1,008 shares; 2025Q4: 1,540 shares; 2026Q1: 1,136 shares 1,136 $1.08M 0.06% -404 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: 973 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,180 shares; 2025Q3: 1,163 shares; 2025Q4: 1,197 shares; 2026Q1: 1,106 shares 1,106 $1.07M 0.06% -91 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: 7,824 shares; 2024Q4: 7,788 shares; 2025Q1: 7,394 shares; 2025Q2: 7,623 shares; 2025Q3: 7,884 shares; 2025Q4: 8,086 shares; 2026Q1: 8,270 shares 8,270 $1.06M 0.06% +184 Timeline RING 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: 12,826 shares; 2024Q4: 12,692 shares; 2025Q1: 12,492 shares; 2025Q2: 12,192 shares; 2025Q3: 12,734 shares; 2025Q4: 12,524 shares; 2026Q1: 12,524 shares 12,524 $1.06M 0.06% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,974 shares; 2025Q2: 18,300 shares; 2025Q3: 23,200 shares; 2025Q4: 27,079 shares; 2026Q1: 32,112 shares 32,112 $1.04M 0.06% +5,033 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: 2,029 shares; 2024Q4: 2,057 shares; 2025Q1: 2,805 shares; 2025Q2: 2,781 shares; 2025Q3: 2,275 shares; 2025Q4: 4,028 shares; 2026Q1: 3,277 shares 3,277 $1.04M 0.06% -751 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: 4,438 shares; 2024Q4: 4,321 shares; 2025Q1: 5,006 shares; 2025Q2: 5,060 shares; 2025Q3: 4,560 shares; 2025Q4: 5,742 shares; 2026Q1: 4,892 shares 4,892 $1.04M 0.06% -850 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,684 shares; 2025Q2: 16,522 shares; 2025Q3: 20,852 shares; 2025Q4: 24,243 shares; 2026Q1: 28,699 shares 28,699 $1.03M 0.06% +4,456 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 11,473 shares; 2025Q1: 11,286 shares; 2025Q2: 11,911 shares; 2025Q3: 12,445 shares; 2025Q4: 12,956 shares; 2026Q1: 13,375 shares 13,375 $1.03M 0.06% +419 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 17,181 shares; 2025Q3: 21,572 shares; 2025Q4: 25,135 shares; 2026Q1: 29,746 shares 29,746 $1.03M 0.06% +4,611 Timeline IYY 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: 6,233 shares; 2024Q4: 6,235 shares; 2025Q1: 6,201 shares; 2025Q2: 6,338 shares; 2025Q3: 6,259 shares; 2025Q4: 6,202 shares; 2026Q1: 6,204 shares 6,204 $1.03M 0.06% +2 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,084 shares; 2025Q2: 15,773 shares; 2025Q3: 19,928 shares; 2025Q4: 23,236 shares; 2026Q1: 27,557 shares 27,557 $1.03M 0.06% +4,321 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: 16,342 shares; 2024Q4: 14,706 shares; 2025Q1: 14,778 shares; 2025Q2: 14,850 shares; 2025Q3: 16,706 shares; 2025Q4: 16,352 shares; 2026Q1: 14,163 shares 14,163 $1.02M 0.06% -2,189 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,560 shares; 2026Q1: 9,795 shares 9,795 $1.01M 0.06% -7,765 Timeline SLVP 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: 30,650 shares; 2024Q4: 28,774 shares; 2025Q1: 27,562 shares; 2025Q2: 26,519 shares; 2025Q3: 26,519 shares; 2025Q4: 26,519 shares; 2026Q1: 26,519 shares 26,519 $1.01M 0.06% 0 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: 2,710 shares; 2024Q4: 2,866 shares; 2025Q1: 4,103 shares; 2025Q2: 3,850 shares; 2025Q3: 2,866 shares; 2025Q4: 4,549 shares; 2026Q1: 3,182 shares 3,182 $1.01M 0.06% -1,367 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: 11,907 shares; 2024Q4: 12,379 shares; 2025Q1: 12,569 shares; 2025Q2: 13,012 shares; 2025Q3: 13,742 shares; 2025Q4: 14,848 shares; 2026Q1: 16,881 shares 16,881 $1M 0.06% +2,033 Timeline EQWL 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: 19,925 shares; 2025Q3: 15,046 shares; 2025Q4: 11,690 shares; 2026Q1: 8,431 shares 8,431 $1M 0.06% -3,259 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: 2,847 shares; 2024Q4: 2,718 shares; 2025Q1: 2,910 shares; 2025Q2: 3,032 shares; 2025Q3: 2,148 shares; 2025Q4: 4,577 shares; 2026Q1: 4,393 shares 4,393 $993K 0.06% -184 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,101 shares; 2025Q2: 33,625 shares; 2025Q3: 31,348 shares; 2025Q4: 27,641 shares; 2026Q1: 26,646 shares 26,646 $986K 0.06% -995 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 6,003 shares; 2025Q1: 5,708 shares; 2025Q2: 6,152 shares; 2025Q3: 6,632 shares; 2025Q4: 7,117 shares; 2026Q1: 7,695 shares 7,695 $978K 0.06% +578 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,273 shares; 2025Q1: 2,054 shares; 2025Q2: 2,026 shares; 2025Q3: 2,255 shares; 2025Q4: 2,193 shares; 2026Q1: 4,251 shares 4,251 $976K 0.06% +2,058 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 6,842 shares; 2025Q1: 7,518 shares; 2025Q2: 7,715 shares; 2025Q3: 8,123 shares; 2025Q4: 8,410 shares; 2026Q1: 6,462 shares 6,462 $976K 0.06% -1,948 Timeline XLRE 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: 14,273 shares; 2024Q4: 20,491 shares; 2025Q1: 15,056 shares; 2025Q2: 16,446 shares; 2025Q3: 31,214 shares; 2025Q4: 21,961 shares; 2026Q1: 22,762 shares 22,762 $973K 0.05% +801 Timeline ESG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,582 shares; 2025Q4: 6,261 shares; 2026Q1: 6,135 shares 6,135 $972K 0.05% -126 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,487 shares 26,487 $969K 0.05% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 9,221 shares; 2025Q4: 10,143 shares; 2026Q1: 7,528 shares 7,528 $957K 0.05% -2,615 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: 4,847 shares; 2024Q4: 5,946 shares; 2025Q1: 7,371 shares; 2025Q2: 7,656 shares; 2025Q3: 8,069 shares; 2025Q4: 16,155 shares; 2026Q1: 16,889 shares 16,889 $956K 0.05% +734 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,131 shares; 2024Q4: 121,524 shares; 2025Q1: 100,572 shares; 2025Q2: 94,855 shares; 2025Q3: 93,989 shares; 2025Q4: 94,435 shares; 2026Q1: 92,022 shares 92,022 $954K 0.05% -2,413 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: 6,447 shares; 2024Q4: 6,341 shares; 2025Q1: 7,138 shares; 2025Q2: 7,139 shares; 2025Q3: 6,860 shares; 2025Q4: 8,778 shares; 2026Q1: 7,884 shares 7,884 $947K 0.05% -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: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,064 shares 1,064 $906K 0.05% -135 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: 10,053 shares; 2024Q4: 10,324 shares; 2025Q1: 10,683 shares; 2025Q2: 5,989 shares; 2025Q3: 6,271 shares; 2025Q4: 6,824 shares; 2026Q1: 7,174 shares 7,174 $890K 0.05% +350 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,975 shares; 2025Q1: 3,299 shares; 2025Q2: 3,303 shares; 2025Q3: 2,998 shares; 2025Q4: 4,415 shares; 2026Q1: 4,012 shares 4,012 $871K 0.05% -403 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: 16,411 shares; 2024Q4: 15,535 shares; 2025Q1: 23,942 shares; 2025Q2: 23,313 shares; 2025Q3: 15,123 shares; 2025Q4: 24,087 shares; 2026Q1: 18,217 shares 18,217 $870K 0.05% -5,870 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,645 shares; 2024Q4: 15,253 shares; 2025Q1: 14,243 shares; 2025Q2: 13,789 shares; 2025Q3: 13,795 shares; 2025Q4: 14,125 shares; 2026Q1: 14,129 shares 14,129 $859K 0.05% +4 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: 2,818 shares; 2024Q4: 2,994 shares; 2025Q1: 2,732 shares; 2025Q2: 2,645 shares; 2025Q3: 3,492 shares; 2025Q4: 3,396 shares; 2026Q1: 3,614 shares 3,614 $850K 0.05% +218 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,627 shares; 2025Q1: 19,934 shares; 2025Q2: 20,791 shares; 2025Q3: 29,287 shares; 2025Q4: 38,672 shares; 2026Q1: 34,655 shares 34,655 $849K 0.05% -4,017 Timeline PPA 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: 5,653 shares; 2025Q3: 6,168 shares; 2025Q4: 6,303 shares; 2026Q1: 4,705 shares 4,705 $827K 0.05% -1,598 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: 39,131 shares; 2024Q4: 35,235 shares; 2025Q1: 35,171 shares; 2025Q2: 30,751 shares; 2025Q3: 21,946 shares; 2025Q4: 21,994 shares; 2026Q1: 17,104 shares 17,104 $826K 0.05% -4,890 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,447 shares; 2025Q1: 15,933 shares; 2025Q2: 17,538 shares; 2025Q3: 10,943 shares; 2025Q4: 18,190 shares; 2026Q1: 23,473 shares 23,473 $815K 0.05% +5,283 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,643 shares; 2025Q3: 2,015 shares; 2025Q4: 2,291 shares; 2026Q1: 1,990 shares 1,990 $806K 0.05% -301 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: 893 shares; 2024Q4: 950 shares; 2025Q1: 995 shares; 2025Q2: 987 shares; 2025Q3: 1,019 shares; 2025Q4: 1,208 shares; 2026Q1: 1,267 shares 1,267 $783K 0.04% +59 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: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 8,755 shares; 2025Q3: 9,371 shares; 2025Q4: 10,262 shares; 2026Q1: 11,525 shares 11,525 $777K 0.04% +1,263 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 14,879 shares 14,879 $757K 0.04% +3,336 Timeline AIRR 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: 6,306 shares; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 4,473 shares; 2025Q4: 5,664 shares; 2026Q1: 6,253 shares 6,253 $754K 0.04% +589 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: 8,448 shares; 2024Q4: 8,475 shares; 2025Q1: 8,610 shares; 2025Q2: 8,575 shares; 2025Q3: 8,246 shares; 2025Q4: 7,585 shares; 2026Q1: 7,584 shares 7,584 $738K 0.04% -1 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: 925 shares; 2024Q4: 1,142 shares; 2025Q1: 1,592 shares; 2025Q2: 1,605 shares; 2025Q3: 2,051 shares; 2025Q4: 2,338 shares; 2026Q1: 2,019 shares 2,019 $730K 0.04% -319 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $728K 0.04% 0 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,070 shares; 2025Q4: 7,637 shares; 2026Q1: 6,595 shares 6,595 $719K 0.04% -1,042 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: 9,723 shares; 2024Q4: 10,496 shares; 2025Q1: 11,882 shares; 2025Q2: 11,497 shares; 2025Q3: 10,993 shares; 2025Q4: 12,270 shares; 2026Q1: 14,219 shares 14,219 $715K 0.04% +1,949 Timeline IGLB 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: 4,666 shares; 2024Q4: 7,466 shares; 2025Q1: 8,144 shares; 2025Q2: 9,776 shares; 2025Q3: 9,806 shares; 2025Q4: 9,792 shares; 2026Q1: 13,843 shares 13,843 $692K 0.04% +4,051 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,823 shares 17,823 $691K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,523 shares; 2025Q1: 2,565 shares; 2025Q2: 2,697 shares; 2025Q3: 2,739 shares; 2025Q4: 3,132 shares; 2026Q1: 3,262 shares 3,262 $688K 0.04% +130 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,680 shares; 2025Q1: 6,041 shares; 2025Q2: 6,705 shares; 2025Q3: 7,152 shares; 2025Q4: 8,372 shares; 2026Q1: 8,185 shares 8,185 $687K 0.04% -187 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 2,251 shares; 2025Q4: 2,416 shares; 2026Q1: 2,363 shares 2,363 $680K 0.04% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares; 2026Q1: 6,684 shares 6,684 $672K 0.04% +142 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 12,407 shares; 2025Q1: 14,447 shares; 2025Q2: 14,509 shares; 2025Q3: 12,004 shares; 2025Q4: 11,542 shares; 2026Q1: 8,738 shares 8,738 $666K 0.04% -2,804 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 5,696 shares; 2025Q1: 5,555 shares; 2025Q2: 11,420 shares; 2025Q3: 12,395 shares; 2025Q4: 11,970 shares; 2026Q1: 13,545 shares 13,545 $665K 0.04% +1,575 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,379 shares; 2026Q1: 6,913 shares 6,913 $663K 0.04% +534 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,947 shares; 2025Q2: 25,567 shares; 2025Q3: 19,745 shares; 2025Q4: 20,284 shares; 2026Q1: 14,012 shares 14,012 $659K 0.04% -6,272 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 8,007 shares; 2025Q1: 7,519 shares; 2025Q2: 7,803 shares; 2025Q3: 8,237 shares; 2025Q4: 8,653 shares; 2026Q1: 9,200 shares 9,200 $647K 0.04% +547 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,871 shares; 2025Q1: 1,940 shares; 2025Q2: 1,956 shares; 2025Q3: 1,953 shares; 2025Q4: 2,114 shares; 2026Q1: 1,935 shares 1,935 $644K 0.04% -179 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: 1,769 shares; 2024Q4: 1,873 shares; 2025Q1: 2,691 shares; 2025Q2: 2,943 shares; 2025Q3: 1,857 shares; 2025Q4: 3,543 shares; 2026Q1: 2,374 shares 2,374 $622K 0.04% -1,169 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,144 shares; 2026Q1: 17,143 shares 17,143 $620K 0.03% +4,999 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 9,364 shares; 2025Q1: 11,027 shares; 2025Q2: 11,388 shares; 2025Q3: 7,954 shares; 2025Q4: 8,213 shares; 2026Q1: 7,852 shares 7,852 $617K 0.03% -361 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: 1,752 shares; 2024Q4: 1,840 shares; 2025Q1: 2,085 shares; 2025Q2: 1,932 shares; 2025Q3: 2,014 shares; 2025Q4: 1,798 shares; 2026Q1: 1,453 shares 1,453 $617K 0.03% -345 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 17,692 shares; 2025Q1: 16,471 shares; 2025Q2: 15,969 shares; 2025Q3: 11,927 shares; 2025Q4: 13,519 shares; 2026Q1: 13,976 shares 13,976 $614K 0.03% +457 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 9,729 shares; 2025Q1: 10,221 shares; 2025Q2: 10,682 shares; 2025Q3: 10,533 shares; 2025Q4: 12,106 shares; 2026Q1: 11,988 shares 11,988 $602K 0.03% -118 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,429 shares; 2026Q1: 6,015 shares 6,015 $601K 0.03% -414 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,564 shares; 2026Q1: 22,165 shares 22,165 $595K 0.03% +601 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,269 shares; 2025Q1: 3,268 shares; 2025Q2: 3,353 shares; 2025Q3: 3,105 shares; 2025Q4: 4,381 shares; 2026Q1: 3,607 shares 3,607 $595K 0.03% -774 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,954 shares; 2024Q4: 15,200 shares; 2025Q1: 15,730 shares; 2025Q2: 15,564 shares; 2025Q3: 15,928 shares; 2025Q4: 15,971 shares; 2026Q1: 14,934 shares 14,934 $594K 0.03% -1,037 Timeline SDVY 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: 10,668 shares; 2024Q4: 19,941 shares; 2025Q1: 18,616 shares; 2025Q2: 19,602 shares; 2025Q3: 19,939 shares; 2025Q4: 24,241 shares; 2026Q1: 14,014 shares 14,014 $583K 0.03% -10,227 Timeline IWC 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: 3,912 shares; 2024Q4: 3,531 shares; 2025Q1: 3,315 shares; 2025Q2: 3,316 shares; 2025Q3: 3,411 shares; 2025Q4: 3,402 shares; 2026Q1: 3,387 shares 3,387 $577K 0.03% -15 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: 18,037 shares; 2024Q4: 16,413 shares; 2025Q1: 18,676 shares; 2025Q2: 8,122 shares; 2025Q3: 6,754 shares; 2025Q4: 8,571 shares; 2026Q1: 7,333 shares 7,333 $563K 0.03% -1,238 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 5,676 shares; 2025Q1: 5,477 shares; 2025Q2: 5,187 shares; 2025Q3: 5,261 shares; 2025Q4: 6,736 shares; 2026Q1: 11,350 shares 11,350 $561K 0.03% +4,614 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,773 shares; 2024Q4: 11,706 shares; 2025Q1: 11,064 shares; 2025Q2: 10,949 shares; 2025Q3: 10,058 shares; 2025Q4: 11,229 shares; 2026Q1: 10,903 shares 10,903 $551K 0.03% -326 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,039 shares; 2024Q4: 9,729 shares; 2025Q1: 23,931 shares; 2025Q2: 5,960 shares; 2025Q3: not reported; 2025Q4: 4,876 shares; 2026Q1: 6,353 shares 6,353 $551K 0.03% +1,477 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: not reported; 2024Q4: not reported; 2025Q1: 25,363 shares; 2025Q2: 41,263 shares; 2025Q3: 18,567 shares; 2025Q4: 36,351 shares; 2026Q1: 20,497 shares 20,497 $550K 0.03% -15,854 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares 2,530 $545K 0.03% new Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $545K 0.03% 0 Timeline IXC 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: 12,189 shares; 2024Q4: 11,911 shares; 2025Q1: 10,453 shares; 2025Q2: 10,072 shares; 2025Q3: 10,072 shares; 2025Q4: 9,913 shares; 2026Q1: 9,913 shares 9,913 $544K 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,321 shares 3,321 $540K 0.03% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,792 shares; 2025Q1: 4,562 shares; 2025Q2: 4,375 shares; 2025Q3: 4,357 shares; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares 4,234 $538K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,739 shares; 2025Q1: 3,174 shares; 2025Q2: 2,861 shares; 2025Q3: 3,113 shares; 2025Q4: 3,033 shares; 2026Q1: 3,289 shares 3,289 $530K 0.03% +256 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: 5,657 shares; 2024Q4: 5,768 shares; 2025Q1: 6,082 shares; 2025Q2: 2,213 shares; 2025Q3: 1,850 shares; 2025Q4: 2,942 shares; 2026Q1: 2,355 shares 2,355 $526K 0.03% -587 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: 2,434 shares; 2024Q4: 2,774 shares; 2025Q1: 4,796 shares; 2025Q2: 4,746 shares; 2025Q3: 2,506 shares; 2025Q4: 5,666 shares; 2026Q1: 3,326 shares 3,326 $524K 0.03% -2,340 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 5,283 shares; 2025Q1: 7,217 shares; 2025Q2: 7,432 shares; 2025Q3: 8,282 shares; 2025Q4: 8,310 shares; 2026Q1: 8,624 shares 8,624 $521K 0.03% +314 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: 3,038 shares; 2026Q1: 3,068 shares 3,068 $521K 0.03% +30 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: 23,518 shares; 2024Q4: 7,847 shares; 2025Q1: 41,413 shares; 2025Q2: 34,039 shares; 2025Q3: 5,898 shares; 2025Q4: 5,443 shares; 2026Q1: 6,213 shares 6,213 $516K 0.03% +770 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 556 shares; 2025Q1: 756 shares; 2025Q2: 764 shares; 2025Q3: 546 shares; 2025Q4: 923 shares; 2026Q1: 695 shares 695 $514K 0.03% -228 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: 6,662 shares; 2024Q4: 5,964 shares; 2025Q1: 8,201 shares; 2025Q2: 8,156 shares; 2025Q3: 4,946 shares; 2025Q4: 8,204 shares; 2026Q1: 5,480 shares 5,480 $508K 0.03% -2,724 Timeline FLOT 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: 9,000 shares; 2025Q1: 9,886 shares; 2025Q2: 13,226 shares; 2025Q3: 4,206 shares; 2025Q4: 11,705 shares; 2026Q1: 9,970 shares 9,970 $507K 0.03% -1,735 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,042 shares; 2025Q3: 11,313 shares; 2025Q4: 13,031 shares; 2026Q1: 15,287 shares 15,287 $503K 0.03% +2,256 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: 572 shares; 2024Q4: 574 shares; 2025Q1: 615 shares; 2025Q2: 614 shares; 2025Q3: 877 shares; 2025Q4: 1,023 shares; 2026Q1: 992 shares 992 $500K 0.03% -31 Timeline WAT WATERS CORP More: the full row for WATERS 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: 1,566 shares 1,566 $497K 0.03% new 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: 3,254 shares; 2024Q4: 3,331 shares; 2025Q1: 3,328 shares; 2025Q2: 3,278 shares; 2025Q3: 3,401 shares; 2025Q4: 3,490 shares; 2026Q1: 3,503 shares 3,503 $497K 0.03% +13 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,023 shares; 2025Q3: 11,380 shares; 2025Q4: 13,262 shares; 2026Q1: 15,693 shares 15,693 $493K 0.03% +2,431 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 8,179 shares; 2025Q1: 8,633 shares; 2025Q2: 11,249 shares; 2025Q3: 13,135 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares 5,080 $492K 0.03% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,441 shares; 2025Q3: 11,786 shares; 2025Q4: 13,644 shares; 2026Q1: 16,096 shares 16,096 $488K 0.03% +2,452 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,329 shares; 2025Q1: 2,465 shares; 2025Q2: 2,383 shares; 2025Q3: 1,747 shares; 2025Q4: 2,264 shares; 2026Q1: 1,748 shares 1,748 $485K 0.03% -516 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 4,075 shares; 2025Q1: 3,781 shares; 2025Q2: 3,531 shares; 2025Q3: 3,872 shares; 2025Q4: 3,993 shares; 2026Q1: 4,094 shares 4,094 $481K 0.03% +101 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,678 shares; 2024Q4: 21,215 shares; 2025Q1: 18,915 shares; 2025Q2: 18,915 shares; 2025Q3: 18,915 shares; 2025Q4: 18,915 shares; 2026Q1: 18,665 shares 18,665 $480K 0.03% -250 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: 1,069 shares; 2024Q4: 1,047 shares; 2025Q1: 3,454 shares; 2025Q2: 3,530 shares; 2025Q3: 1,426 shares; 2025Q4: 3,399 shares; 2026Q1: 1,758 shares 1,758 $480K 0.03% -1,641 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,872 shares; 2025Q3: 9,954 shares; 2025Q4: 11,611 shares; 2026Q1: 13,773 shares 13,773 $479K 0.03% +2,162 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,485 shares; 2025Q3: 9,518 shares; 2025Q4: 9,811 shares; 2026Q1: 6,437 shares 6,437 $478K 0.03% -3,374 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,769 shares; 2025Q1: 5,452 shares; 2025Q2: 4,219 shares; 2025Q3: 4,553 shares; 2025Q4: 4,793 shares; 2026Q1: 4,970 shares 4,970 $475K 0.03% +177 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: 5,613 shares; 2024Q4: 5,641 shares; 2025Q1: 4,165 shares; 2025Q2: 4,740 shares; 2025Q3: 5,532 shares; 2025Q4: 5,221 shares; 2026Q1: 5,269 shares 5,269 $473K 0.03% +48 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: 3,152 shares; 2024Q4: 11,273 shares; 2025Q1: 4,794 shares; 2025Q2: 8,677 shares; 2025Q3: 7,056 shares; 2025Q4: 9,626 shares; 2026Q1: 3,593 shares 3,593 $472K 0.03% -6,033 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: 1,993 shares; 2024Q4: 4,673 shares; 2025Q1: 4,208 shares; 2025Q2: 3,737 shares; 2025Q3: 3,417 shares; 2025Q4: 3,838 shares; 2026Q1: 3,409 shares 3,409 $462K 0.03% -429 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: 7,865 shares; 2024Q4: 8,906 shares; 2025Q1: 12,174 shares; 2025Q2: 11,918 shares; 2025Q3: 9,854 shares; 2025Q4: 11,667 shares; 2026Q1: 8,727 shares 8,727 $460K 0.03% -2,940 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,231 shares; 2025Q1: 3,713 shares; 2025Q2: 3,728 shares; 2025Q3: 3,466 shares; 2025Q4: 4,369 shares; 2026Q1: 3,588 shares 3,588 $458K 0.03% -781 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: 3,260 shares; 2024Q4: not reported; 2025Q1: 3,633 shares; 2025Q2: 2,583 shares; 2025Q3: 4,197 shares; 2025Q4: 4,015 shares; 2026Q1: 4,778 shares 4,778 $455K 0.03% +763 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 5,716 shares; 2025Q1: 5,839 shares; 2025Q2: 5,982 shares; 2025Q3: 6,342 shares; 2025Q4: 6,889 shares; 2026Q1: 7,654 shares 7,654 $452K 0.03% +765 Timeline DES 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: 13,304 shares; 2024Q4: 12,414 shares; 2025Q1: 14,812 shares; 2025Q2: 15,207 shares; 2025Q3: 11,875 shares; 2025Q4: 14,850 shares; 2026Q1: 11,792 shares 11,792 $444K 0.03% -3,058 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,361 shares 1,361 $437K 0.02% new Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,524 shares; 2025Q4: 8,829 shares; 2026Q1: 10,715 shares 10,715 $435K 0.02% +1,886 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: 3,212 shares; 2024Q4: 3,387 shares; 2025Q1: 3,601 shares; 2025Q2: 2,081 shares; 2025Q3: 2,400 shares; 2025Q4: 2,539 shares; 2026Q1: 2,654 shares 2,654 $427K 0.02% +115 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: not reported; 2024Q4: not reported; 2025Q1: 4,902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,555 shares; 2026Q1: 3,584 shares 3,584 $425K 0.02% +29 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,609 shares; 2025Q1: 1,494 shares; 2025Q2: 1,559 shares; 2025Q3: 1,362 shares; 2025Q4: 1,686 shares; 2026Q1: 1,502 shares 1,502 $421K 0.02% -184 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,844 shares; 2024Q4: 53,989 shares; 2025Q1: 46,473 shares; 2025Q2: 42,221 shares; 2025Q3: 37,380 shares; 2025Q4: 35,735 shares; 2026Q1: 36,574 shares 36,574 $415K 0.02% +839 Timeline SIL 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: 4,121 shares; 2025Q4: 5,197 shares; 2026Q1: 4,339 shares 4,339 $415K 0.02% -858 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,961 shares; 2024Q4: 23,602 shares; 2025Q1: 21,720 shares; 2025Q2: 20,359 shares; 2025Q3: 18,745 shares; 2025Q4: 18,745 shares; 2026Q1: 18,245 shares 18,245 $410K 0.02% -500 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,811 shares; 2024Q4: 16,755 shares; 2025Q1: 14,384 shares; 2025Q2: 14,384 shares; 2025Q3: 14,419 shares; 2025Q4: 14,370 shares; 2026Q1: 14,290 shares 14,290 $410K 0.02% -80 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 5,885 shares 5,885 $408K 0.02% +1,661 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,003 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,039 shares; 2026Q1: 1,032 shares 1,032 $408K 0.02% -7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,770 shares; 2025Q1: 2,857 shares; 2025Q2: 2,832 shares; 2025Q3: 2,628 shares; 2025Q4: 2,740 shares; 2026Q1: 2,628 shares 2,628 $407K 0.02% -112 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,744 shares; 2026Q1: 6,478 shares 6,478 $401K 0.02% -266 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 728 shares; 2025Q1: 714 shares; 2025Q2: 716 shares; 2025Q3: 728 shares; 2025Q4: 730 shares; 2026Q1: 738 shares 738 $395K 0.02% +8 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,131 shares; 2026Q1: 8,259 shares 8,259 $394K 0.02% +128 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785 $393K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 6,083 shares; 2025Q3: 2,165 shares; 2025Q4: 7,498 shares; 2026Q1: 3,811 shares 3,811 $389K 0.02% -3,687 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,068 shares; 2025Q1: 10,701 shares; 2025Q2: 3,649 shares; 2025Q3: 3,960 shares; 2025Q4: 4,142 shares; 2026Q1: 4,259 shares 4,259 $388K 0.02% +117 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,182 shares; 2025Q3: 7,341 shares; 2025Q4: 7,517 shares; 2026Q1: 6,273 shares 6,273 $387K 0.02% -1,244 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 2,740 shares; 2025Q2: 2,728 shares; 2025Q3: 2,868 shares; 2025Q4: 2,743 shares; 2026Q1: 2,776 shares 2,776 $384K 0.02% +33 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 6,142 shares; 2025Q1: 6,386 shares; 2025Q2: 6,387 shares; 2025Q3: 6,119 shares; 2025Q4: 6,521 shares; 2026Q1: 6,240 shares 6,240 $383K 0.02% -281 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: not reported; 2025Q1: 4,989 shares; 2025Q2: 4,961 shares; 2025Q3: 4,530 shares; 2025Q4: 4,525 shares; 2026Q1: 5,384 shares 5,384 $378K 0.02% +859 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares 5,552 $374K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,271 shares; 2025Q1: 1,229 shares; 2025Q2: 1,008 shares; 2025Q3: 954 shares; 2025Q4: 956 shares; 2026Q1: 946 shares 946 $373K 0.02% -10 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: 4,301 shares; 2024Q4: 4,344 shares; 2025Q1: 4,821 shares; 2025Q2: 4,834 shares; 2025Q3: 1,869 shares; 2025Q4: 2,106 shares; 2026Q1: 2,005 shares 2,005 $373K 0.02% -101 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,478 shares 5,478 $373K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,097 shares; 2026Q1: 3,222 shares 3,222 $369K 0.02% -4,875 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,651 shares; 2026Q1: 3,736 shares 3,736 $367K 0.02% +85 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,034 shares; 2026Q1: 8,007 shares 8,007 $365K 0.02% -27 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,762 shares 12,762 $364K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,741 shares; 2025Q1: 4,713 shares; 2025Q2: 5,167 shares; 2025Q3: 5,487 shares; 2025Q4: 5,522 shares; 2026Q1: 5,774 shares 5,774 $363K 0.02% +252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,774 shares; 2026Q1: 7,949 shares 7,949 $359K 0.02% +175 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,015 shares; 2025Q2: 12,015 shares; 2025Q3: 12,015 shares; 2025Q4: 9,180 shares; 2026Q1: 9,180 shares 9,180 $356K 0.02% 0 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: 231 shares; 2024Q4: 245 shares; 2025Q1: 271 shares; 2025Q2: 270 shares; 2025Q3: 384 shares; 2025Q4: 4,137 shares; 2026Q1: 3,952 shares 3,952 $355K 0.02% -185 Timeline FIW 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: 4,814 shares; 2025Q2: 4,914 shares; 2025Q3: 3,270 shares; 2025Q4: 7,531 shares; 2026Q1: 3,284 shares 3,284 $353K 0.02% -4,247 Timeline FHLC 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: 5,746 shares; 2024Q4: 5,410 shares; 2025Q1: 5,331 shares; 2025Q2: 4,904 shares; 2025Q3: 4,908 shares; 2025Q4: 5,482 shares; 2026Q1: 4,911 shares 4,911 $352K 0.02% -571 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: 2,684 shares; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 469 shares; 2025Q3: 359 shares; 2025Q4: 484 shares; 2026Q1: 389 shares 389 $351K 0.02% -95 Timeline JNK 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: 3,631 shares; 2024Q4: 3,606 shares; 2025Q1: 3,424 shares; 2025Q2: 3,400 shares; 2025Q3: 3,349 shares; 2025Q4: 3,641 shares; 2026Q1: 3,619 shares 3,619 $349K 0.02% -22 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,560 shares; 2024Q4: 27,772 shares; 2025Q1: 22,272 shares; 2025Q2: 22,572 shares; 2025Q3: 21,469 shares; 2025Q4: 21,809 shares; 2026Q1: 21,477 shares 21,477 $349K 0.02% -332 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: 2,400 shares; 2024Q4: 2,962 shares; 2025Q1: 4,004 shares; 2025Q2: 4,120 shares; 2025Q3: 3,698 shares; 2025Q4: 3,127 shares; 2026Q1: 503 shares 503 $348K 0.02% -2,624 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: 2,623 shares; 2024Q4: 2,409 shares; 2025Q1: 2,904 shares; 2025Q2: 2,950 shares; 2025Q3: 3,255 shares; 2025Q4: 3,986 shares; 2026Q1: 3,371 shares 3,371 $346K 0.02% -615 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,913 shares; 2025Q1: 6,725 shares; 2025Q2: 16,106 shares; 2025Q3: 22,991 shares; 2025Q4: 4,685 shares; 2026Q1: 4,682 shares 4,682 $345K 0.02% -3 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: 140,001 shares; 2024Q4: 49,394 shares; 2025Q1: 64,824 shares; 2025Q2: 65,189 shares; 2025Q3: 31,709 shares; 2025Q4: 63,196 shares; 2026Q1: 33,943 shares 33,943 $344K 0.02% -29,253 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: not reported; 2024Q4: not reported; 2025Q1: 8,774 shares; 2025Q2: 5,122 shares; 2025Q3: 5,011 shares; 2025Q4: 4,942 shares; 2026Q1: 3,922 shares 3,922 $340K 0.02% -1,020 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares 4,566 $334K 0.02% 0 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,293 shares; 2026Q1: 7,055 shares 7,055 $333K 0.02% +1,762 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 966 shares; 2026Q1: 1,030 shares 1,030 $332K 0.02% +64 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: 1,568 shares; 2024Q4: 2,429 shares; 2025Q1: 3,965 shares; 2025Q2: not reported; 2025Q3: 2,351 shares; 2025Q4: 3,692 shares; 2026Q1: 2,184 shares 2,184 $329K 0.02% -1,508 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,397 shares; 2024Q4: 32,199 shares; 2025Q1: 10,714 shares; 2025Q2: 10,785 shares; 2025Q3: 10,514 shares; 2025Q4: 11,816 shares; 2026Q1: 11,243 shares 11,243 $328K 0.02% -573 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: 8,278 shares; 2024Q4: 12,481 shares; 2025Q1: 16,982 shares; 2025Q2: 17,221 shares; 2025Q3: 12,320 shares; 2025Q4: 17,403 shares; 2026Q1: 12,440 shares 12,440 $325K 0.02% -4,963 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,375 shares; 2025Q1: 5,295 shares; 2025Q2: 5,838 shares; 2025Q3: 6,991 shares; 2025Q4: 7,768 shares; 2026Q1: 8,745 shares 8,745 $321K 0.02% +977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,105 shares; 2026Q1: 3,103 shares 3,103 $321K 0.02% -2 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,605 shares 8,605 $320K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,043 shares; 2024Q4: 108,384 shares; 2025Q1: 116,957 shares; 2025Q2: 113,157 shares; 2025Q3: 3,314 shares; 2025Q4: 3,308 shares; 2026Q1: 3,437 shares 3,437 $318K 0.02% +129 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: 689 shares; 2024Q4: 689 shares; 2025Q1: 727 shares; 2025Q2: 724 shares; 2025Q3: 688 shares; 2025Q4: 742 shares; 2026Q1: 688 shares 688 $312K 0.02% -54 Timeline FTCS 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: 4,031 shares; 2024Q4: 4,307 shares; 2025Q1: 7,451 shares; 2025Q2: 9,655 shares; 2025Q3: 7,027 shares; 2025Q4: 10,154 shares; 2026Q1: 3,288 shares 3,288 $310K 0.02% -6,866 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,363 shares; 2026Q1: 1,568 shares 1,568 $310K 0.02% +205 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 2,382 shares; 2026Q1: 2,818 shares 2,818 $307K 0.02% +436 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 10,381 shares; 2025Q1: 10,608 shares; 2025Q2: 10,845 shares; 2025Q3: 11,063 shares; 2025Q4: 11,289 shares; 2026Q1: 11,513 shares 11,513 $305K 0.02% +224 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: 13,534 shares; 2024Q4: 11,775 shares; 2025Q1: 14,038 shares; 2025Q2: 12,156 shares; 2025Q3: 10,048 shares; 2025Q4: 11,507 shares; 2026Q1: 11,181 shares 11,181 $304K 0.02% -326 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,549 shares; 2025Q2: 1,576 shares; 2025Q3: 1,477 shares; 2025Q4: 1,564 shares; 2026Q1: 1,462 shares 1,462 $302K 0.02% -102 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,015 shares 2,015 $300K 0.02% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,995 shares 5,995 $300K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares; 2026Q1: 1,179 shares 1,179 $300K 0.02% +7 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,882 shares; 2025Q1: 3,756 shares; 2025Q2: 3,669 shares; 2025Q3: 3,452 shares; 2025Q4: 3,870 shares; 2026Q1: 3,241 shares 3,241 $299K 0.02% -629 Timeline PMBS 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: 5,984 shares 5,984 $297K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $297K 0.02% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 4,787 shares; 2025Q1: 5,104 shares; 2025Q2: 5,294 shares; 2025Q3: 5,330 shares; 2025Q4: 5,226 shares; 2026Q1: 5,528 shares 5,528 $292K 0.02% +302 Timeline IEF 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: 7,557 shares; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 4,006 shares; 2026Q1: 3,047 shares 3,047 $291K 0.02% -959 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: not reported; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: 2,267 shares; 2025Q3: 2,489 shares; 2025Q4: 2,644 shares; 2026Q1: 2,966 shares 2,966 $289K 0.02% +322 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,434 shares; 2025Q3: 2,253 shares; 2025Q4: 2,384 shares; 2026Q1: 2,253 shares 2,253 $288K 0.02% -131 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 5,440 shares; 2025Q3: 5,453 shares; 2025Q4: 5,462 shares; 2026Q1: 5,708 shares 5,708 $284K 0.02% +246 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 847 shares 847 $282K 0.02% -347 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: 1,366 shares; 2025Q2: 1,384 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares; 2026Q1: 1,401 shares 1,401 $280K 0.02% +86 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 7,612 shares; 2025Q1: 7,612 shares; 2025Q2: 7,612 shares; 2025Q3: 7,612 shares; 2025Q4: 7,612 shares; 2026Q1: 7,612 shares 7,612 $279K 0.02% 0 Timeline IGE 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: 4,680 shares; 2024Q4: not reported; 2025Q1: 4,747 shares; 2025Q2: not reported; 2025Q3: 4,108 shares; 2025Q4: 4,796 shares; 2026Q1: 4,500 shares 4,500 $278K 0.02% -296 Timeline RAVI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,456 shares; 2026Q1: 3,697 shares 3,697 $278K 0.02% -1,759 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,318 shares; 2025Q1: 2,394 shares; 2025Q2: 2,452 shares; 2025Q3: 2,501 shares; 2025Q4: 2,608 shares; 2026Q1: 2,442 shares 2,442 $274K 0.02% -166 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: 4,006 shares; 2025Q1: 18,799 shares; 2025Q2: 16,582 shares; 2025Q3: not reported; 2025Q4: 18,094 shares; 2026Q1: 4,824 shares 4,824 $274K 0.02% -13,270 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: 751 shares; 2026Q1: 790 shares 790 $272K 0.02% +39 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,642 shares; 2026Q1: 5,571 shares 5,571 $269K 0.02% -71 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,938 shares; 2024Q4: 8,326 shares; 2025Q1: 7,078 shares; 2025Q2: 6,254 shares; 2025Q3: 6,106 shares; 2025Q4: 5,118 shares; 2026Q1: 4,968 shares 4,968 $267K 0.02% -150 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,843 shares; 2024Q4: 37,204 shares; 2025Q1: 53,182 shares; 2025Q2: 53,199 shares; 2025Q3: 36,904 shares; 2025Q4: 48,781 shares; 2026Q1: 36,904 shares 36,904 $262K 0.01% -11,877 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: not reported; 2024Q4: 2,832 shares; 2025Q1: 2,780 shares; 2025Q2: 2,649 shares; 2025Q3: 2,280 shares; 2025Q4: 2,310 shares; 2026Q1: 2,121 shares 2,121 $261K 0.01% -189 Timeline GEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,867 shares; 2026Q1: 5,600 shares 5,600 $257K 0.01% -267 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,490 shares; 2025Q2: 28,890 shares; 2025Q3: 31,581 shares; 2025Q4: 30,966 shares; 2026Q1: 5,026 shares 5,026 $256K 0.01% -25,940 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 8,993 shares; 2025Q3: 8,382 shares; 2025Q4: 9,545 shares; 2026Q1: 5,116 shares 5,116 $253K 0.01% -4,429 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: not reported; 2025Q2: 1,920 shares; 2025Q3: 1,590 shares; 2025Q4: 1,609 shares; 2026Q1: 1,610 shares 1,610 $252K 0.01% +1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,447 shares; 2025Q1: 1,237 shares; 2025Q2: 1,253 shares; 2025Q3: 1,302 shares; 2025Q4: 1,311 shares; 2026Q1: 1,110 shares 1,110 $250K 0.01% -201 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,906 shares 3,906 $250K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,343 shares; 2025Q1: 5,347 shares; 2025Q2: 5,450 shares; 2025Q3: 4,832 shares; 2025Q4: 4,839 shares; 2026Q1: 4,843 shares 4,843 $249K 0.01% +4 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,130 shares; 2026Q1: 1,004 shares 1,004 $249K 0.01% -126 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,542 shares; 2025Q1: 4,294 shares; 2025Q2: 3,988 shares; 2025Q3: 3,165 shares; 2025Q4: 3,666 shares; 2026Q1: 2,188 shares 2,188 $247K 0.01% -1,478 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,702 shares; 2025Q4: not reported; 2026Q1: 4,525 shares 4,525 $247K 0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 11,083 shares; 2025Q4: 11,083 shares; 2026Q1: 11,083 shares 11,083 $243K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,355 shares; 2025Q4: 1,385 shares; 2026Q1: 1,588 shares 1,588 $243K 0.01% +203 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,533 shares; 2025Q1: 5,718 shares; 2025Q2: 5,809 shares; 2025Q3: 3,047 shares; 2025Q4: 2,928 shares; 2026Q1: 2,814 shares 2,814 $242K 0.01% -114 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,417 shares; 2025Q1: 3,517 shares; 2025Q2: 3,517 shares; 2025Q3: 3,919 shares; 2025Q4: 4,633 shares; 2026Q1: 2,496 shares 2,496 $241K 0.01% -2,137 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 93 shares; 2025Q3: 112 shares; 2025Q4: 135 shares; 2026Q1: 134 shares 134 $240K 0.01% -1 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,222 shares; 2026Q1: 10,578 shares 10,578 $239K 0.01% -644 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 945 shares; 2025Q4: 953 shares; 2026Q1: 933 shares 933 $237K 0.01% -20 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,432 shares; 2026Q1: 2,357 shares 2,357 $235K 0.01% -75 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,741 shares 7,741 $234K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 2,941 shares 2,941 $233K 0.01% -837 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares 2,089 $231K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,386 shares; 2025Q1: 3,768 shares; 2025Q2: 5,033 shares; 2025Q3: 4,824 shares; 2025Q4: 5,506 shares; 2026Q1: 5,228 shares 5,228 $230K 0.01% -278 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,543 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares; 2025Q4: 3,984 shares; 2026Q1: 3,984 shares 3,984 $229K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $226K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 4,587 shares; 2025Q2: 4,392 shares; 2025Q3: 2,134 shares; 2025Q4: 3,832 shares; 2026Q1: 2,085 shares 2,085 $225K 0.01% -1,747 Timeline GSEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,566 shares; 2026Q1: 4,728 shares 4,728 $225K 0.01% +162 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: 5,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,598 shares; 2026Q1: 2,375 shares 2,375 $224K 0.01% -2,223 Timeline