IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972,256 shares; 2024Q4: 4,485,596 shares; 2025Q1: 4,447,028 shares; 2025Q2: 4,156,944 shares; 2025Q3: 4,584,390 shares; 2025Q4: 4,582,505 shares; 2026Q1: 4,664,293 shares 4,664,293 $215M 7.76% +81,788 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: 252,705 shares; 2024Q4: 302,477 shares; 2025Q1: 308,613 shares; 2025Q2: 358,620 shares; 2025Q3: 323,908 shares; 2025Q4: 332,774 shares; 2026Q1: 336,069 shares 336,069 $201M 7.23% +3,295 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451,782 shares; 2024Q4: 5,363,687 shares; 2025Q1: 5,272,530 shares; 2025Q2: 4,813,209 shares; 2025Q3: 4,728,254 shares; 2025Q4: 4,843,821 shares; 2026Q1: 4,952,425 shares 4,952,425 $192M 6.93% +108,604 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: 429,065 shares; 2024Q4: 433,305 shares; 2025Q1: 422,358 shares; 2025Q2: 470,837 shares; 2025Q3: 450,768 shares; 2025Q4: 424,463 shares; 2026Q1: 425,422 shares 425,422 $127M 4.58% +959 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: 252,768 shares; 2024Q4: 311,124 shares; 2025Q1: 311,877 shares; 2025Q2: 343,264 shares; 2025Q3: 342,350 shares; 2025Q4: 342,653 shares; 2026Q1: 337,380 shares 337,380 $108M 3.9% -5,273 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624,103 shares; 2024Q4: 2,429,024 shares; 2025Q1: 2,337,897 shares; 2025Q2: 2,271,295 shares; 2025Q3: 2,147,677 shares; 2025Q4: 2,231,870 shares; 2026Q1: 2,225,192 shares 2,225,192 $102M 3.66% -6,678 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509,986 shares; 2024Q4: 2,751,747 shares; 2025Q1: 2,668,377 shares; 2025Q2: 2,447,433 shares; 2025Q3: 2,389,931 shares; 2025Q4: 2,427,980 shares; 2026Q1: 2,390,556 shares 2,390,556 $81.2M 2.93% -37,424 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: 1,754,947 shares; 2024Q4: 1,935,172 shares; 2025Q1: 1,704,735 shares; 2025Q2: 1,594,827 shares; 2025Q3: 1,521,705 shares; 2025Q4: 1,517,483 shares; 2026Q1: 1,547,081 shares 1,547,081 $77.2M 2.78% +29,598 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,746 shares; 2024Q4: 1,189,925 shares; 2025Q1: 1,215,266 shares; 2025Q2: 1,064,837 shares; 2025Q3: 1,194,847 shares; 2025Q4: 1,239,238 shares; 2026Q1: 1,332,758 shares 1,332,758 $56.3M 2.03% +93,520 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992,233 shares; 2024Q4: 1,123,280 shares; 2025Q1: 966,270 shares; 2025Q2: 1,033,652 shares; 2025Q3: 993,330 shares; 2025Q4: 1,010,731 shares; 2026Q1: 1,041,449 shares 1,041,449 $52.1M 1.88% +30,718 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,859 shares; 2024Q4: 189,769 shares; 2025Q1: 197,172 shares; 2025Q2: 240,790 shares; 2025Q3: 214,913 shares; 2025Q4: 221,084 shares; 2026Q1: 226,382 shares 226,382 $46.6M 1.68% +5,298 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: 176,077 shares; 2024Q4: 384,215 shares; 2025Q1: 1,035,418 shares; 2025Q2: 1,444,498 shares; 2025Q3: 1,556,439 shares; 2025Q4: 1,656,516 shares; 2026Q1: 1,734,326 shares 1,734,326 $45.4M 1.64% +77,810 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978,678 shares; 2024Q4: 910,616 shares; 2025Q1: 654,143 shares; 2025Q2: 609,765 shares; 2025Q3: 590,218 shares; 2025Q4: 584,305 shares; 2026Q1: 580,473 shares 580,473 $44.8M 1.61% -3,832 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958,231 shares; 2024Q4: 1,006,570 shares; 2025Q1: 879,000 shares; 2025Q2: 862,408 shares; 2025Q3: 864,504 shares; 2025Q4: 882,985 shares; 2026Q1: 881,082 shares 881,082 $42.2M 1.52% -1,903 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: 1,082,100 shares; 2024Q4: 969,628 shares; 2025Q1: 765,221 shares; 2025Q2: 757,286 shares; 2025Q3: 714,952 shares; 2025Q4: 730,475 shares; 2026Q1: 741,710 shares 741,710 $34.8M 1.25% +11,235 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,132 shares; 2024Q4: 391,362 shares; 2025Q1: 400,916 shares; 2025Q2: 512,662 shares; 2025Q3: 528,778 shares; 2025Q4: 511,440 shares; 2026Q1: 538,529 shares 538,529 $32.5M 1.17% +27,089 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: 872,706 shares; 2024Q4: 587,357 shares; 2025Q1: 553,437 shares; 2025Q2: 129,898 shares; 2025Q3: 70,536 shares; 2025Q4: 175,145 shares; 2026Q1: 624,744 shares 624,744 $31.6M 1.14% +449,599 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 33,002 shares; 2025Q1: 51,550 shares; 2025Q2: 722,762 shares; 2025Q3: 721,835 shares; 2025Q4: 733,954 shares; 2026Q1: 761,437 shares 761,437 $28M 1.01% +27,483 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: 193,935 shares; 2024Q4: 195,335 shares; 2025Q1: 140,642 shares; 2025Q2: 152,422 shares; 2025Q3: 156,348 shares; 2025Q4: 145,325 shares; 2026Q1: 159,266 shares 159,266 $27.8M 1% +13,941 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,949 shares; 2025Q2: 43,503 shares; 2025Q3: 122,929 shares; 2025Q4: 342,785 shares; 2026Q1: 811,741 shares 811,741 $27.5M 0.99% +468,956 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 16,877 shares; 2025Q1: 28,777 shares; 2025Q2: 417,352 shares; 2025Q3: 456,762 shares; 2025Q4: 419,175 shares; 2026Q1: 420,670 shares 420,670 $24.5M 0.88% +1,495 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: 86,654 shares; 2024Q4: 92,340 shares; 2025Q1: 74,701 shares; 2025Q2: 82,993 shares; 2025Q3: 80,504 shares; 2025Q4: 78,980 shares; 2026Q1: 80,082 shares 80,082 $23M 0.83% +1,102 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: 480,685 shares; 2024Q4: 501,851 shares; 2025Q1: 418,569 shares; 2025Q2: 409,064 shares; 2025Q3: 443,939 shares; 2025Q4: 429,493 shares; 2026Q1: 459,066 shares 459,066 $22.1M 0.79% +29,573 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: 114,470 shares; 2024Q4: 111,890 shares; 2025Q1: 82,702 shares; 2025Q2: 82,018 shares; 2025Q3: 83,601 shares; 2025Q4: 83,917 shares; 2026Q1: 84,826 shares 84,826 $21.5M 0.78% +909 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: 56,891 shares; 2024Q4: 55,249 shares; 2025Q1: 42,710 shares; 2025Q2: 42,907 shares; 2025Q3: 52,108 shares; 2025Q4: 48,069 shares; 2026Q1: 51,305 shares 51,305 $19M 0.68% +3,236 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: 147,067 shares; 2024Q4: 162,702 shares; 2025Q1: 141,723 shares; 2025Q2: 143,712 shares; 2025Q3: 121,775 shares; 2025Q4: 132,840 shares; 2026Q1: 138,707 shares 138,707 $17.4M 0.63% +5,867 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: 65,127 shares; 2024Q4: 60,666 shares; 2025Q1: 49,111 shares; 2025Q2: 50,451 shares; 2025Q3: 68,818 shares; 2025Q4: 63,537 shares; 2026Q1: 56,440 shares 56,440 $16.2M 0.58% -7,097 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: 725 shares; 2024Q4: 291,681 shares; 2025Q1: 301,975 shares; 2025Q2: 237,003 shares; 2025Q3: 267,321 shares; 2025Q4: 278,535 shares; 2026Q1: 306,291 shares 306,291 $16.1M 0.58% +27,756 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: 76,053 shares; 2024Q4: 76,156 shares; 2025Q1: 56,225 shares; 2025Q2: 57,466 shares; 2025Q3: 78,223 shares; 2025Q4: 72,607 shares; 2026Q1: 71,084 shares 71,084 $14.8M 0.53% -1,523 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: 38,466 shares; 2024Q4: 38,920 shares; 2025Q1: 10,787 shares; 2025Q2: 12,044 shares; 2025Q3: 24,738 shares; 2025Q4: 23,213 shares; 2026Q1: 21,941 shares 21,941 $14.3M 0.51% -1,272 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,035 shares; 2024Q4: 441,369 shares; 2025Q1: 400,614 shares; 2025Q2: 342,743 shares; 2025Q3: 348,666 shares; 2025Q4: 377,523 shares; 2026Q1: 397,806 shares 397,806 $14.1M 0.51% +20,283 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: 22,936 shares; 2024Q4: 35,094 shares; 2025Q1: 26,722 shares; 2025Q2: 52,057 shares; 2025Q3: 51,921 shares; 2025Q4: 85,585 shares; 2026Q1: 103,492 shares 103,492 $13.8M 0.5% +17,907 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: 18,404 shares; 2024Q4: 20,635 shares; 2025Q1: 17,895 shares; 2025Q2: 16,729 shares; 2025Q3: 23,723 shares; 2025Q4: 22,656 shares; 2026Q1: 22,868 shares 22,868 $13.1M 0.47% +212 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: 65,496 shares; 2024Q4: 12,454 shares; 2025Q1: 15,229 shares; 2025Q2: 23,961 shares; 2025Q3: 46,585 shares; 2025Q4: 79,712 shares; 2026Q1: 130,881 shares 130,881 $13M 0.47% +51,169 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: 52,252 shares; 2024Q4: 55,239 shares; 2025Q1: 41,142 shares; 2025Q2: 49,309 shares; 2025Q3: 48,461 shares; 2025Q4: 47,492 shares; 2026Q1: 46,501 shares 46,501 $12.2M 0.44% -991 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: 150,105 shares; 2024Q4: 150,142 shares; 2025Q1: 227,621 shares; 2025Q2: 140,633 shares; 2025Q3: 141,010 shares; 2025Q4: 151,094 shares; 2026Q1: 123,374 shares 123,374 $11.4M 0.41% -27,720 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,446 shares; 2024Q4: 30,673 shares; 2025Q1: 38,324 shares; 2025Q2: 157,388 shares; 2025Q3: 172,799 shares; 2025Q4: 179,680 shares; 2026Q1: 206,813 shares 206,813 $11.2M 0.4% +27,133 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,006 shares; 2026Q1: 131,560 shares 131,560 $11.2M 0.4% -7,446 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS 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: 16,696 shares; 2025Q3: 49,065 shares; 2025Q4: 132,437 shares; 2026Q1: 295,505 shares 295,505 $11M 0.39% +163,068 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: 28,639 shares; 2024Q4: 33,102 shares; 2025Q1: 26,766 shares; 2025Q2: 26,923 shares; 2025Q3: 34,321 shares; 2025Q4: 32,907 shares; 2026Q1: 32,319 shares 32,319 $9.51M 0.34% -588 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: 13,672 shares; 2024Q4: 17,611 shares; 2025Q1: 17,690 shares; 2025Q2: 15,169 shares; 2025Q3: 19,338 shares; 2025Q4: 15,247 shares; 2026Q1: 13,844 shares 13,844 $9.04M 0.33% -1,403 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 156,507 shares; 2026Q1: 335,209 shares 335,209 $9.04M 0.33% +178,702 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718,249 shares; 2024Q4: 607,732 shares; 2025Q1: 228,607 shares; 2025Q2: 226,024 shares; 2025Q3: 231,061 shares; 2025Q4: 216,839 shares; 2026Q1: 227,495 shares 227,495 $8.86M 0.32% +10,656 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221,955 shares; 2025Q1: 235,085 shares; 2025Q2: 245,585 shares; 2025Q3: 251,909 shares; 2025Q4: 245,293 shares; 2026Q1: 253,490 shares 253,490 $8.16M 0.29% +8,197 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: 32,104 shares; 2024Q4: 33,016 shares; 2025Q1: 21,291 shares; 2025Q2: 23,947 shares; 2025Q3: 27,559 shares; 2025Q4: 28,275 shares; 2026Q1: 27,561 shares 27,561 $7.91M 0.28% -714 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: 12,995 shares; 2024Q4: 13,846 shares; 2025Q1: 11,447 shares; 2025Q2: 11,594 shares; 2025Q3: 19,116 shares; 2025Q4: 21,541 shares; 2026Q1: 22,359 shares 22,359 $7.56M 0.27% +818 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: 32,061 shares; 2024Q4: 45,453 shares; 2025Q1: 47,362 shares; 2025Q2: 46,044 shares; 2025Q3: 47,236 shares; 2025Q4: 49,773 shares; 2026Q1: 38,059 shares 38,059 $7.52M 0.27% -11,714 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: 35,017 shares; 2024Q4: 32,496 shares; 2025Q1: 30,932 shares; 2025Q2: 34,793 shares; 2025Q3: 33,855 shares; 2025Q4: 33,144 shares; 2026Q1: 33,256 shares 33,256 $7.23M 0.26% +112 Timeline MINO 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: 775 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 143,132 shares; 2025Q3: 148,304 shares; 2025Q4: 147,381 shares; 2026Q1: 159,803 shares 159,803 $7.22M 0.26% +12,422 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 206,766 shares; 2025Q1: 211,592 shares; 2025Q2: 207,992 shares; 2025Q3: 234,629 shares; 2025Q4: 237,135 shares; 2026Q1: 263,669 shares 263,669 $7.01M 0.25% +26,534 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,868 shares; 2024Q4: 136,557 shares; 2025Q1: 46,835 shares; 2025Q2: 47,697 shares; 2025Q3: 49,981 shares; 2025Q4: 85,829 shares; 2026Q1: 85,645 shares 85,645 $6.9M 0.25% -184 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: 11,663 shares; 2024Q4: 13,139 shares; 2025Q1: 11,520 shares; 2025Q2: 10,938 shares; 2025Q3: 13,808 shares; 2025Q4: 13,440 shares; 2026Q1: 13,503 shares 13,503 $6.75M 0.24% +63 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: 29,899 shares; 2024Q4: 26,325 shares; 2025Q1: 19,345 shares; 2025Q2: 19,017 shares; 2025Q3: 22,367 shares; 2025Q4: 21,507 shares; 2026Q1: 21,541 shares 21,541 $6.67M 0.24% +34 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,460 shares; 2025Q4: 224,896 shares; 2026Q1: 265,810 shares 265,810 $6.46M 0.23% +40,914 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: 50,079 shares; 2024Q4: 106,675 shares; 2025Q1: 106,503 shares; 2025Q2: 95,418 shares; 2025Q3: 140,687 shares; 2025Q4: 134,131 shares; 2026Q1: 128,456 shares 128,456 $6.34M 0.23% -5,675 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,504 shares; 2024Q4: 67,970 shares; 2025Q1: 63,094 shares; 2025Q2: 60,584 shares; 2025Q3: 54,188 shares; 2025Q4: 46,675 shares; 2026Q1: 45,601 shares 45,601 $6.31M 0.23% -1,074 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,023 shares; 2024Q4: 135,106 shares; 2025Q1: 111,348 shares; 2025Q2: 94,721 shares; 2025Q3: 86,794 shares; 2025Q4: 56,439 shares; 2026Q1: 51,047 shares 51,047 $5.8M 0.21% -5,392 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: 48,241 shares; 2024Q4: 46,212 shares; 2025Q1: 46,296 shares; 2025Q2: 44,174 shares; 2025Q3: 41,725 shares; 2025Q4: 40,957 shares; 2026Q1: 40,612 shares 40,612 $5.78M 0.21% -345 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,775 shares; 2024Q4: 221,837 shares; 2025Q1: 75,702 shares; 2025Q2: 83,594 shares; 2025Q3: 77,377 shares; 2025Q4: 74,419 shares; 2026Q1: 76,559 shares 76,559 $5.78M 0.21% +2,140 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,145 shares; 2024Q4: 49,976 shares; 2025Q1: 49,280 shares; 2025Q2: 44,077 shares; 2025Q3: 43,943 shares; 2025Q4: 44,699 shares; 2026Q1: 43,567 shares 43,567 $5.76M 0.21% -1,132 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: 37,895 shares; 2024Q4: 21,047 shares; 2025Q1: 20,465 shares; 2025Q2: 34,515 shares; 2025Q3: 61,942 shares; 2025Q4: 59,362 shares; 2026Q1: 63,417 shares 63,417 $5.74M 0.21% +4,055 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: 15,628 shares; 2024Q4: 17,309 shares; 2025Q1: 13,521 shares; 2025Q2: 15,149 shares; 2025Q3: 18,518 shares; 2025Q4: 17,860 shares; 2026Q1: 18,964 shares 18,964 $5.73M 0.21% +1,104 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,290 shares; 2024Q4: 39,020 shares; 2025Q1: 62,565 shares; 2025Q2: 65,767 shares; 2025Q3: 52,086 shares; 2025Q4: 62,889 shares; 2026Q1: 73,145 shares 73,145 $5.6M 0.2% +10,256 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 4,662 shares; 2025Q3: 32,286 shares; 2025Q4: 66,871 shares; 2026Q1: 115,823 shares 115,823 $5.44M 0.2% +48,952 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,137 shares; 2024Q4: 103,120 shares; 2025Q1: 99,534 shares; 2025Q2: 88,765 shares; 2025Q3: 65,720 shares; 2025Q4: 63,684 shares; 2026Q1: 62,640 shares 62,640 $5.43M 0.2% -1,044 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: 61,075 shares; 2024Q4: 57,500 shares; 2025Q1: 14,508 shares; 2025Q2: 75,179 shares; 2025Q3: 82,851 shares; 2025Q4: 92,191 shares; 2026Q1: 91,226 shares 91,226 $5.4M 0.19% -965 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: 183,897 shares; 2024Q4: 155,277 shares; 2025Q1: 125,777 shares; 2025Q2: 115,397 shares; 2025Q3: 111,146 shares; 2025Q4: 121,334 shares; 2026Q1: 124,869 shares 124,869 $5.39M 0.19% +3,535 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: 70,550 shares; 2024Q4: 70,131 shares; 2025Q1: 50,523 shares; 2025Q2: 44,521 shares; 2025Q3: 49,047 shares; 2025Q4: 46,512 shares; 2026Q1: 42,831 shares 42,831 $5.32M 0.19% -3,681 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,753 shares; 2024Q4: 127,810 shares; 2025Q1: 81,893 shares; 2025Q2: 85,197 shares; 2025Q3: 72,998 shares; 2025Q4: 62,412 shares; 2026Q1: 59,909 shares 59,909 $5.3M 0.19% -2,503 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 95,565 shares; 2025Q1: 86,140 shares; 2025Q2: 99,655 shares; 2025Q3: 100,043 shares; 2025Q4: 116,770 shares; 2026Q1: 205,551 shares 205,551 $5.16M 0.19% +88,781 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: 29,679 shares; 2024Q4: 33,569 shares; 2025Q1: 34,018 shares; 2025Q2: 30,299 shares; 2025Q3: 35,399 shares; 2025Q4: 34,491 shares; 2026Q1: 30,911 shares 30,911 $4.94M 0.18% -3,580 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 17,179 shares; 2025Q1: 15,937 shares; 2025Q2: 16,122 shares; 2025Q3: 21,505 shares; 2025Q4: 20,475 shares; 2026Q1: 25,914 shares 25,914 $4.84M 0.17% +5,439 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 17,583 shares; 2025Q1: 36,755 shares; 2025Q2: 59,403 shares; 2025Q3: 62,893 shares; 2025Q4: 73,890 shares; 2026Q1: 68,707 shares 68,707 $4.82M 0.17% -5,183 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 6,338 shares; 2025Q1: 7,568 shares; 2025Q2: 6,657 shares; 2025Q3: 13,689 shares; 2025Q4: 13,275 shares; 2026Q1: 13,999 shares 13,999 $4.79M 0.17% +724 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: 10,856 shares; 2024Q4: 39,304 shares; 2025Q1: 50,882 shares; 2025Q2: 45,955 shares; 2025Q3: 67,144 shares; 2025Q4: 42,097 shares; 2026Q1: 41,622 shares 41,622 $4.71M 0.17% -475 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 5,223 shares; 2025Q1: 5,084 shares; 2025Q2: 5,089 shares; 2025Q3: 4,910 shares; 2025Q4: 4,755 shares; 2026Q1: 4,777 shares 4,777 $4.68M 0.17% +22 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: 17,392 shares; 2024Q4: 20,918 shares; 2025Q1: 18,943 shares; 2025Q2: 20,318 shares; 2025Q3: 27,406 shares; 2025Q4: 29,711 shares; 2026Q1: 29,900 shares 29,900 $4.64M 0.17% +189 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 3,146 shares; 2025Q3: 42,093 shares; 2025Q4: 97,659 shares; 2026Q1: 139,106 shares 139,106 $4.58M 0.17% +41,447 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 84,088 shares; 2025Q1: 13,196 shares; 2025Q2: 13,371 shares; 2025Q3: 37,750 shares; 2025Q4: 75,626 shares; 2026Q1: 135,196 shares 135,196 $4.53M 0.16% +59,570 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 4,814 shares; 2025Q3: 21,655 shares; 2025Q4: 46,308 shares; 2026Q1: 164,401 shares 164,401 $4.53M 0.16% +118,093 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: 24,148 shares; 2024Q4: 31,584 shares; 2025Q1: 33,491 shares; 2025Q2: 30,052 shares; 2025Q3: 28,359 shares; 2025Q4: 29,182 shares; 2026Q1: 30,417 shares 30,417 $4.46M 0.16% +1,235 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,650 shares; 2024Q4: 31,744 shares; 2025Q1: 33,625 shares; 2025Q2: 32,381 shares; 2025Q3: 51,948 shares; 2025Q4: 50,847 shares; 2026Q1: 51,461 shares 51,461 $4.46M 0.16% +614 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: 4,321 shares; 2024Q4: 3,914 shares; 2025Q1: 2,842 shares; 2025Q2: 4,981 shares; 2025Q3: 20,500 shares; 2025Q4: 41,772 shares; 2026Q1: 75,630 shares 75,630 $4.43M 0.16% +33,858 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: 3,523 shares; 2024Q4: 12,401 shares; 2025Q1: 14,963 shares; 2025Q2: 10,089 shares; 2025Q3: 12,393 shares; 2025Q4: 12,122 shares; 2026Q1: 13,311 shares 13,311 $4.34M 0.16% +1,189 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: 5,744 shares; 2024Q4: 6,229 shares; 2025Q1: 5,593 shares; 2025Q2: 6,265 shares; 2025Q3: 7,832 shares; 2025Q4: 7,610 shares; 2026Q1: 8,662 shares 8,662 $4.26M 0.15% +1,052 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: 21,061 shares 21,061 $4.15M 0.15% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 3,981 shares; 2025Q1: 2,656 shares; 2025Q2: 2,298 shares; 2025Q3: 3,432 shares; 2025Q4: 5,233 shares; 2026Q1: 12,131 shares 12,131 $4.1M 0.15% +6,898 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: 5,853 shares; 2024Q4: 4,671 shares; 2025Q1: 12,260 shares; 2025Q2: 19,248 shares; 2025Q3: 26,599 shares; 2025Q4: 28,243 shares; 2026Q1: 28,804 shares 28,804 $4.07M 0.15% +561 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: 11,901 shares; 2024Q4: 13,019 shares; 2025Q1: 7,697 shares; 2025Q2: 4,678 shares; 2025Q3: 7,916 shares; 2025Q4: 8,163 shares; 2026Q1: 8,496 shares 8,496 $4.07M 0.15% +333 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: 143,743 shares; 2024Q4: 235,577 shares; 2025Q1: 59,284 shares; 2025Q2: 72,782 shares; 2025Q3: 172,652 shares; 2025Q4: 157,097 shares; 2026Q1: 138,152 shares 138,152 $4.02M 0.14% -18,945 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: 15,535 shares; 2024Q4: 34,933 shares; 2025Q1: 24,600 shares; 2025Q2: 40,520 shares; 2025Q3: 36,381 shares; 2025Q4: 30,967 shares; 2026Q1: 35,766 shares 35,766 $3.96M 0.14% +4,799 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: 3,210 shares; 2024Q4: 3,390 shares; 2025Q1: 2,873 shares; 2025Q2: 3,087 shares; 2025Q3: 3,058 shares; 2025Q4: 7,720 shares; 2026Q1: 9,161 shares 9,161 $3.96M 0.14% +1,441 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: 8,700 shares; 2024Q4: 11,080 shares; 2025Q1: 7,444 shares; 2025Q2: 8,823 shares; 2025Q3: 20,384 shares; 2025Q4: 21,480 shares; 2026Q1: 23,875 shares 23,875 $3.95M 0.14% +2,395 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,851 shares; 2025Q1: 4,230 shares; 2025Q2: 4,320 shares; 2025Q3: 4,308 shares; 2025Q4: 4,403 shares; 2026Q1: 4,267 shares 4,267 $3.93M 0.14% -136 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,860 shares; 2024Q4: 69,393 shares; 2025Q1: 68,418 shares; 2025Q2: 75,844 shares; 2025Q3: 54,218 shares; 2025Q4: 59,203 shares; 2026Q1: 59,175 shares 59,175 $3.81M 0.14% -28 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: 100,784 shares; 2024Q4: 99,060 shares; 2025Q1: 14,023 shares; 2025Q2: 20,743 shares; 2025Q3: 31,901 shares; 2025Q4: 26,792 shares; 2026Q1: 78,536 shares 78,536 $3.79M 0.14% +51,744 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: 117,995 shares; 2024Q4: 95,255 shares; 2025Q1: 74,327 shares; 2025Q2: 68,997 shares; 2025Q3: 64,916 shares; 2025Q4: 44,687 shares; 2026Q1: 39,475 shares 39,475 $3.77M 0.14% -5,212 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: 18,070 shares; 2024Q4: 21,196 shares; 2025Q1: 19,264 shares; 2025Q2: 13,752 shares; 2025Q3: 14,345 shares; 2025Q4: 13,602 shares; 2026Q1: 15,420 shares 15,420 $3.77M 0.14% +1,818 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 474 shares; 2025Q1: 353 shares; 2025Q2: 410 shares; 2025Q3: 769 shares; 2025Q4: 801 shares; 2026Q1: 892 shares 892 $3.75M 0.14% +91 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: 15,853 shares; 2024Q4: 18,987 shares; 2025Q1: 14,646 shares; 2025Q2: 14,848 shares; 2025Q3: 39,143 shares; 2025Q4: 38,421 shares; 2026Q1: 39,698 shares 39,698 $3.73M 0.13% +1,277 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: 14,697 shares; 2024Q4: 15,411 shares; 2025Q1: 15,556 shares; 2025Q2: 16,762 shares; 2025Q3: 17,315 shares; 2025Q4: 21,251 shares; 2026Q1: 33,868 shares 33,868 $3.69M 0.13% +12,617 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,456 shares; 2024Q4: 27,788 shares; 2025Q1: 26,963 shares; 2025Q2: 22,175 shares; 2025Q3: 21,121 shares; 2025Q4: 21,065 shares; 2026Q1: 19,624 shares 19,624 $3.66M 0.13% -1,441 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: 4,068 shares; 2024Q4: 14,151 shares; 2025Q1: 13,974 shares; 2025Q2: 16,568 shares; 2025Q3: 22,173 shares; 2025Q4: 21,114 shares; 2026Q1: 18,837 shares 18,837 $3.66M 0.13% -2,277 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,540 shares; 2024Q4: 78,381 shares; 2025Q1: 64,348 shares; 2025Q2: 95,220 shares; 2025Q3: 143,875 shares; 2025Q4: 136,247 shares; 2026Q1: 170,684 shares 170,684 $3.61M 0.13% +34,437 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: 26,498 shares; 2024Q4: 23,638 shares; 2025Q1: 14,446 shares; 2025Q2: 12,627 shares; 2025Q3: 19,847 shares; 2025Q4: 19,657 shares; 2026Q1: 21,239 shares 21,239 $3.6M 0.13% +1,582 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: 11,862 shares; 2024Q4: 12,588 shares; 2025Q1: 9,015 shares; 2025Q2: 9,695 shares; 2025Q3: 9,525 shares; 2025Q4: 8,832 shares; 2026Q1: 9,686 shares 9,686 $3.6M 0.13% +854 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: 115,008 shares; 2024Q4: 101,966 shares; 2025Q1: 92,045 shares; 2025Q2: 91,918 shares; 2025Q3: 90,759 shares; 2025Q4: 86,708 shares; 2026Q1: 77,278 shares 77,278 $3.51M 0.13% -9,430 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: 28,262 shares; 2024Q4: 27,416 shares; 2025Q1: 28,353 shares; 2025Q2: 27,913 shares; 2025Q3: 32,572 shares; 2025Q4: 17,198 shares; 2026Q1: 18,018 shares 18,018 $3.46M 0.12% +820 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,284 shares; 2025Q1: 14,051 shares; 2025Q2: 18,578 shares; 2025Q3: 36,552 shares; 2025Q4: 40,898 shares; 2026Q1: 47,035 shares 47,035 $3.39M 0.12% +6,137 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 37,824 shares; 2025Q1: 70,756 shares; 2025Q2: 100,640 shares; 2025Q3: 119,407 shares; 2025Q4: 143,497 shares; 2026Q1: 144,273 shares 144,273 $3.34M 0.12% +776 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062,621 shares; 2024Q4: 2,123,232 shares; 2025Q1: 1,997,817 shares; 2025Q2: 1,497,072 shares; 2025Q3: 678,798 shares; 2025Q4: 364,026 shares; 2026Q1: 143,454 shares 143,454 $3.33M 0.12% -220,572 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 15,185 shares; 2025Q1: 25,085 shares; 2025Q2: 23,817 shares; 2025Q3: 25,810 shares; 2025Q4: 29,688 shares; 2026Q1: 27,252 shares 27,252 $3.3M 0.12% -2,436 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,611 shares; 2024Q4: 276,635 shares; 2025Q1: 58,861 shares; 2025Q2: 58,729 shares; 2025Q3: 56,148 shares; 2025Q4: 54,351 shares; 2026Q1: 55,659 shares 55,659 $3.21M 0.12% +1,308 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 12,792 shares; 2025Q1: 12,909 shares; 2025Q2: 13,917 shares; 2025Q3: 12,649 shares; 2025Q4: 24,827 shares; 2026Q1: 40,206 shares 40,206 $3.19M 0.11% +15,379 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,110 shares; 2024Q4: 48,587 shares; 2025Q1: 57,967 shares; 2025Q2: 64,072 shares; 2025Q3: 25,270 shares; 2025Q4: 24,680 shares; 2026Q1: 31,221 shares 31,221 $3.14M 0.11% +6,541 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: 18,792 shares; 2024Q4: 19,467 shares; 2025Q1: 16,843 shares; 2025Q2: 16,656 shares; 2025Q3: 16,277 shares; 2025Q4: 16,447 shares; 2026Q1: 14,176 shares 14,176 $3.08M 0.11% -2,271 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,809 shares; 2024Q4: 17,388 shares; 2025Q1: 17,259 shares; 2025Q2: 16,761 shares; 2025Q3: 17,143 shares; 2025Q4: 18,524 shares; 2026Q1: 16,979 shares 16,979 $3.06M 0.11% -1,545 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: 1,168 shares; 2024Q4: 1,304 shares; 2025Q1: 1,098 shares; 2025Q2: 1,013 shares; 2025Q3: 1,120 shares; 2025Q4: 1,481 shares; 2026Q1: 2,300 shares 2,300 $3.04M 0.11% +819 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,555 shares; 2025Q4: 42,125 shares; 2026Q1: 59,433 shares 59,433 $2.98M 0.11% +17,308 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,127 shares; 2024Q4: 64,133 shares; 2025Q1: 83,025 shares; 2025Q2: 81,896 shares; 2025Q3: 80,704 shares; 2025Q4: 77,856 shares; 2026Q1: 79,750 shares 79,750 $2.97M 0.11% +1,894 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: 19,892 shares; 2025Q3: 34,592 shares; 2025Q4: 48,222 shares; 2026Q1: 59,365 shares 59,365 $2.94M 0.11% +11,143 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,423 shares; 2025Q1: 7,142 shares; 2025Q2: 8,212 shares; 2025Q3: 9,081 shares; 2025Q4: 8,824 shares; 2026Q1: 13,393 shares 13,393 $2.86M 0.1% +4,569 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: 12,894 shares; 2024Q4: 16,126 shares; 2025Q1: 14,500 shares; 2025Q2: 11,555 shares; 2025Q3: 14,267 shares; 2025Q4: 12,999 shares; 2026Q1: 13,576 shares 13,576 $2.85M 0.1% +577 Timeline FTXL 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: 3,120 shares; 2026Q1: 19,193 shares 19,193 $2.83M 0.1% +16,073 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: 96,232 shares; 2024Q4: 80,964 shares; 2025Q1: 65,437 shares; 2025Q2: 62,562 shares; 2025Q3: 58,334 shares; 2025Q4: 63,493 shares; 2026Q1: 64,800 shares 64,800 $2.8M 0.1% +1,307 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 18,329 shares; 2025Q1: 46,501 shares; 2025Q2: 53,161 shares; 2025Q3: 45,569 shares; 2025Q4: 49,706 shares; 2026Q1: 50,602 shares 50,602 $2.79M 0.1% +896 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: 11,976 shares; 2024Q4: 17,489 shares; 2025Q1: 15,842 shares; 2025Q2: 14,537 shares; 2025Q3: 17,355 shares; 2025Q4: 15,696 shares; 2026Q1: 16,893 shares 16,893 $2.73M 0.1% +1,197 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: 32,386 shares; 2025Q2: 44,807 shares; 2025Q3: 43,922 shares; 2025Q4: 55,151 shares; 2026Q1: 54,824 shares 54,824 $2.73M 0.1% -327 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,577 shares; 2025Q1: 2,003 shares; 2025Q2: 3,181 shares; 2025Q3: 2,716 shares; 2025Q4: 3,580 shares; 2026Q1: 3,053 shares 3,053 $2.64M 0.1% -527 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,722 shares; 2024Q4: 17,346 shares; 2025Q1: 16,273 shares; 2025Q2: 16,328 shares; 2025Q3: 22,035 shares; 2025Q4: 20,922 shares; 2026Q1: 20,451 shares 20,451 $2.63M 0.09% -471 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,321 shares 93,321 $2.63M 0.09% new Timeline NEAR 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: 143,794 shares; 2024Q4: 59,420 shares; 2025Q1: 60,343 shares; 2025Q2: 58,249 shares; 2025Q3: 53,240 shares; 2025Q4: 51,438 shares; 2026Q1: 50,980 shares 50,980 $2.59M 0.09% -458 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: 28,068 shares; 2024Q4: 30,783 shares; 2025Q1: 26,747 shares; 2025Q2: 27,630 shares; 2025Q3: 28,901 shares; 2025Q4: 28,905 shares; 2026Q1: 32,547 shares 32,547 $2.53M 0.09% +3,642 Timeline CORP 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: 47,285 shares; 2024Q4: 45,840 shares; 2025Q1: 44,532 shares; 2025Q2: 34,478 shares; 2025Q3: 29,734 shares; 2025Q4: 26,806 shares; 2026Q1: 25,796 shares 25,796 $2.5M 0.09% -1,010 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: 7,606 shares; 2024Q4: 15,848 shares; 2025Q1: 30,832 shares; 2025Q2: 41,243 shares; 2025Q3: 42,727 shares; 2025Q4: 45,950 shares; 2026Q1: 51,886 shares 51,886 $2.47M 0.09% +5,936 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 6,869 shares; 2025Q1: 12,295 shares; 2025Q2: 13,032 shares; 2025Q3: 30,997 shares; 2025Q4: 27,442 shares; 2026Q1: 35,100 shares 35,100 $2.47M 0.09% +7,658 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: 18,066 shares; 2024Q4: 22,309 shares; 2025Q1: 16,360 shares; 2025Q2: 16,116 shares; 2025Q3: 33,315 shares; 2025Q4: 33,815 shares; 2026Q1: 30,865 shares 30,865 $2.46M 0.09% -2,950 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 646 shares; 2025Q3: 10,960 shares; 2025Q4: 18,284 shares; 2026Q1: 26,190 shares 26,190 $2.46M 0.09% +7,906 Timeline BBUS 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: 26,316 shares; 2024Q4: 22,199 shares; 2025Q1: 21,793 shares; 2025Q2: 21,595 shares; 2025Q3: 18,796 shares; 2025Q4: 19,150 shares; 2026Q1: 20,560 shares 20,560 $2.41M 0.09% +1,410 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: 58 shares; 2024Q4: 11,720 shares; 2025Q1: 11,662 shares; 2025Q2: 6,497 shares; 2025Q3: 37,331 shares; 2025Q4: 37,388 shares; 2026Q1: 35,403 shares 35,403 $2.39M 0.09% -1,985 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: 64,147 shares; 2024Q4: 71,113 shares; 2025Q1: 55,306 shares; 2025Q2: 52,130 shares; 2025Q3: 61,406 shares; 2025Q4: 61,597 shares; 2026Q1: 48,857 shares 48,857 $2.38M 0.09% -12,740 Timeline JMSI 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: 101,993 shares; 2024Q4: 93,618 shares; 2025Q1: 73,435 shares; 2025Q2: 63,526 shares; 2025Q3: 66,284 shares; 2025Q4: 52,064 shares; 2026Q1: 47,678 shares 47,678 $2.37M 0.09% -4,386 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,537 shares; 2024Q4: 51,680 shares; 2025Q1: 28,863 shares; 2025Q2: 113,451 shares; 2025Q3: 124,723 shares; 2025Q4: 129,771 shares; 2026Q1: 123,144 shares 123,144 $2.36M 0.08% -6,627 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 6,203 shares; 2025Q1: 6,392 shares; 2025Q2: 6,147 shares; 2025Q3: 6,335 shares; 2025Q4: 6,300 shares; 2026Q1: 6,299 shares 6,299 $2.33M 0.08% -1 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,453 shares; 2025Q2: 72,869 shares; 2025Q3: 71,410 shares; 2025Q4: 69,347 shares; 2026Q1: 73,237 shares 73,237 $2.33M 0.08% +3,890 Timeline LDUR 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: 3,826 shares; 2024Q4: 6,435 shares; 2025Q1: 11,417 shares; 2025Q2: 18,567 shares; 2025Q3: 18,170 shares; 2025Q4: 16,508 shares; 2026Q1: 24,270 shares 24,270 $2.33M 0.08% +7,762 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: 75,589 shares; 2024Q4: 272,645 shares; 2025Q1: 62,088 shares; 2025Q2: 3,787 shares; 2025Q3: 16,853 shares; 2025Q4: 7,482 shares; 2026Q1: 25,232 shares 25,232 $2.31M 0.08% +17,750 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,739 shares; 2024Q4: 27,229 shares; 2025Q1: 23,760 shares; 2025Q2: 23,632 shares; 2025Q3: 23,419 shares; 2025Q4: 20,396 shares; 2026Q1: 22,144 shares 22,144 $2.26M 0.08% +1,748 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,319 shares; 2024Q4: 49,141 shares; 2025Q1: 82,831 shares; 2025Q2: 69,090 shares; 2025Q3: 60,078 shares; 2025Q4: 8,433 shares; 2026Q1: 50,405 shares 50,405 $2.25M 0.08% +41,972 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: 4,017 shares; 2024Q4: 4,595 shares; 2025Q1: 3,538 shares; 2025Q2: 2,367 shares; 2025Q3: 5,893 shares; 2025Q4: 5,518 shares; 2026Q1: 5,267 shares 5,267 $2.24M 0.08% -251 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: 7,228 shares; 2024Q4: 12,124 shares; 2025Q1: 12,740 shares; 2025Q2: 12,472 shares; 2025Q3: 11,790 shares; 2025Q4: 14,496 shares; 2026Q1: 12,889 shares 12,889 $2.22M 0.08% -1,607 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: 19,861 shares; 2024Q4: 26,187 shares; 2025Q1: 21,710 shares; 2025Q2: 27,496 shares; 2025Q3: 27,563 shares; 2025Q4: 27,736 shares; 2026Q1: 26,580 shares 26,580 $2.18M 0.08% -1,156 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: 7,687 shares; 2024Q4: 11,936 shares; 2025Q1: 46,933 shares; 2025Q2: 15,116 shares; 2025Q3: 37,758 shares; 2025Q4: 33,956 shares; 2026Q1: 33,990 shares 33,990 $2.18M 0.08% +34 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: 2,160 shares; 2024Q4: 767 shares; 2025Q1: 118,647 shares; 2025Q2: 16,000 shares; 2025Q3: not reported; 2025Q4: 43,158 shares; 2026Q1: 53,691 shares 53,691 $2.18M 0.08% +10,533 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: 134 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,860 shares 15,860 $2.15M 0.08% new 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: 14,662 shares; 2024Q4: 13,107 shares; 2025Q1: 9,765 shares; 2025Q2: 9,057 shares; 2025Q3: 10,107 shares; 2025Q4: 9,247 shares; 2026Q1: 10,102 shares 10,102 $2.09M 0.08% +855 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,352 shares; 2025Q1: 15,064 shares; 2025Q2: 15,920 shares; 2025Q3: 5,868 shares; 2025Q4: 10,356 shares; 2026Q1: 9,889 shares 9,889 $2.09M 0.08% -467 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: 26,922 shares; 2024Q4: 29,289 shares; 2025Q1: 29,878 shares; 2025Q2: 36,966 shares; 2025Q3: 37,589 shares; 2025Q4: 33,105 shares; 2026Q1: 33,416 shares 33,416 $2.04M 0.07% +311 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 61,215 shares; 2025Q1: 14,266 shares; 2025Q2: 14,229 shares; 2025Q3: 14,295 shares; 2025Q4: 13,892 shares; 2026Q1: 12,452 shares 12,452 $2M 0.07% -1,440 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 3,666 shares; 2025Q1: 3,331 shares; 2025Q2: 3,050 shares; 2025Q3: 3,194 shares; 2025Q4: 3,058 shares; 2026Q1: 3,667 shares 3,667 $1.97M 0.07% +609 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: 7,197 shares; 2024Q4: 8,564 shares; 2025Q1: 5,673 shares; 2025Q2: 5,402 shares; 2025Q3: 13,288 shares; 2025Q4: 13,644 shares; 2026Q1: 14,789 shares 14,789 $1.95M 0.07% +1,145 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: 23,817 shares; 2024Q4: 29,699 shares; 2025Q1: 26,453 shares; 2025Q2: 7,419 shares; 2025Q3: 9,563 shares; 2025Q4: 23,393 shares; 2026Q1: 31,418 shares 31,418 $1.92M 0.07% +8,025 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: 3,582 shares; 2024Q4: 6,099 shares; 2025Q1: 4,664 shares; 2025Q2: 36,326 shares; 2025Q3: 39,507 shares; 2025Q4: 23,729 shares; 2026Q1: 8,043 shares 8,043 $1.91M 0.07% -15,686 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,366 shares; 2025Q1: 4,135 shares; 2025Q2: 388 shares; 2025Q3: 3,773 shares; 2025Q4: 12,162 shares; 2026Q1: 25,914 shares 25,914 $1.9M 0.07% +13,752 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: 13,411 shares; 2024Q4: 12,480 shares; 2025Q1: 18,120 shares; 2025Q2: 25,590 shares; 2025Q3: 50,683 shares; 2025Q4: 21,641 shares; 2026Q1: 27,049 shares 27,049 $1.89M 0.07% +5,408 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: 44,039 shares; 2024Q4: 9,582 shares; 2025Q1: 43,566 shares; 2025Q2: 38,513 shares; 2025Q3: 47,146 shares; 2025Q4: 49,961 shares; 2026Q1: 21,669 shares 21,669 $1.88M 0.07% -28,292 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 2,912 shares; 2025Q1: 3,090 shares; 2025Q2: 4,467 shares; 2025Q3: 9,835 shares; 2025Q4: 10,824 shares; 2026Q1: 10,954 shares 10,954 $1.87M 0.07% +130 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 6,015 shares; 2025Q1: 4,176 shares; 2025Q2: 3,557 shares; 2025Q3: 5,858 shares; 2025Q4: 6,751 shares; 2026Q1: 10,860 shares 10,860 $1.86M 0.07% +4,109 Timeline DGCB 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: 9,670 shares; 2024Q4: 11,603 shares; 2025Q1: 18,779 shares; 2025Q2: 9,446 shares; 2025Q3: 15,672 shares; 2025Q4: 16,739 shares; 2026Q1: 33,936 shares 33,936 $1.84M 0.07% +17,197 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: 3,079 shares; 2024Q4: 3,433 shares; 2025Q1: 2,299 shares; 2025Q2: 2,504 shares; 2025Q3: 6,251 shares; 2025Q4: 6,492 shares; 2026Q1: 5,768 shares 5,768 $1.84M 0.07% -724 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: 17,056 shares; 2024Q4: 17,330 shares; 2025Q1: 10,902 shares; 2025Q2: 21,516 shares; 2025Q3: 25,074 shares; 2025Q4: 11,018 shares; 2026Q1: 12,412 shares 12,412 $1.83M 0.07% +1,394 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 317 shares; 2025Q1: 163 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $1.81M 0.07% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,641 shares; 2025Q1: 10,235 shares; 2025Q2: 5,526 shares; 2025Q3: 5,682 shares; 2025Q4: 5,364 shares; 2026Q1: 6,335 shares 6,335 $1.8M 0.06% +971 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 15,256 shares; 2025Q1: 18,455 shares; 2025Q2: 21,159 shares; 2025Q3: 30,331 shares; 2025Q4: 32,104 shares; 2026Q1: 36,989 shares 36,989 $1.78M 0.06% +4,885 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,782 shares; 2024Q4: 18,250 shares; 2025Q1: 19,603 shares; 2025Q2: 12,762 shares; 2025Q3: 19,325 shares; 2025Q4: 21,249 shares; 2026Q1: 22,347 shares 22,347 $1.78M 0.06% +1,098 Timeline PGX 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: 277 shares; 2024Q4: 172 shares; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 161,971 shares; 2026Q1: 161,601 shares 161,601 $1.76M 0.06% -370 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,442 shares; 2024Q4: 81,874 shares; 2025Q1: 82,389 shares; 2025Q2: 72,478 shares; 2025Q3: 59,046 shares; 2025Q4: 44,660 shares; 2026Q1: 40,281 shares 40,281 $1.75M 0.06% -4,379 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: 1,577 shares; 2024Q4: 7,769 shares; 2025Q1: 8,888 shares; 2025Q2: 10,268 shares; 2025Q3: 21,292 shares; 2025Q4: 8,707 shares; 2026Q1: 8,233 shares 8,233 $1.74M 0.06% -474 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,503 shares; 2024Q4: 27,975 shares; 2025Q1: 24,178 shares; 2025Q2: 25,388 shares; 2025Q3: 23,681 shares; 2025Q4: 30,576 shares; 2026Q1: 36,632 shares 36,632 $1.72M 0.06% +6,056 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,469 shares; 2025Q1: 1,773 shares; 2025Q2: 1,670 shares; 2025Q3: 4,998 shares; 2025Q4: 4,345 shares; 2026Q1: 5,839 shares 5,839 $1.71M 0.06% +1,494 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: 5,758 shares; 2024Q4: 7,161 shares; 2025Q1: 7,190 shares; 2025Q2: 6,764 shares; 2025Q3: 6,531 shares; 2025Q4: 6,692 shares; 2026Q1: 6,278 shares 6,278 $1.7M 0.06% -414 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: 2,753 shares; 2024Q4: 2,849 shares; 2025Q1: 1,863 shares; 2025Q2: 2,447 shares; 2025Q3: 1,867 shares; 2025Q4: 15,295 shares; 2026Q1: 17,685 shares 17,685 $1.7M 0.06% +2,390 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,031 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,246 shares 82,246 $1.69M 0.06% new Timeline EVUS ISHARES 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: 28,992 shares; 2025Q4: 58,198 shares; 2026Q1: 52,890 shares 52,890 $1.68M 0.06% -5,308 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: 63,385 shares; 2024Q4: 128,886 shares; 2025Q1: 73,807 shares; 2025Q2: 73,427 shares; 2025Q3: 62,107 shares; 2025Q4: 53,954 shares; 2026Q1: 33,216 shares 33,216 $1.67M 0.06% -20,738 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,772 shares; 2024Q4: 3,401 shares; 2025Q1: 34,569 shares; 2025Q2: 45,389 shares; 2025Q3: 134,011 shares; 2025Q4: 167,895 shares; 2026Q1: 39,386 shares 39,386 $1.67M 0.06% -128,509 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 9,438 shares; 2025Q1: 9,762 shares; 2025Q2: 10,581 shares; 2025Q3: 12,284 shares; 2025Q4: 13,205 shares; 2026Q1: 12,698 shares 12,698 $1.67M 0.06% -507 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067,807 shares; 2024Q4: 2,060,103 shares; 2025Q1: 1,981,165 shares; 2025Q2: 1,438,850 shares; 2025Q3: 643,680 shares; 2025Q4: 233,075 shares; 2026Q1: 63,883 shares 63,883 $1.66M 0.06% -169,192 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 14,976 shares; 2025Q1: 14,384 shares; 2025Q2: 13,659 shares; 2025Q3: 11,910 shares; 2025Q4: 12,315 shares; 2026Q1: 12,144 shares 12,144 $1.64M 0.06% -171 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: 2,312 shares; 2024Q4: 6,918 shares; 2025Q1: 3,861 shares; 2025Q2: 3,221 shares; 2025Q3: 10,358 shares; 2025Q4: 10,504 shares; 2026Q1: 10,643 shares 10,643 $1.63M 0.06% +139 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: 1,869 shares; 2024Q4: 1,520 shares; 2025Q1: 1,361 shares; 2025Q2: 1,346 shares; 2025Q3: 1,333 shares; 2025Q4: 1,356 shares; 2026Q1: 6,556 shares 6,556 $1.62M 0.06% +5,200 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: 25,096 shares; 2024Q4: 23,183 shares; 2025Q1: 11,600 shares; 2025Q2: 12,238 shares; 2025Q3: 48,385 shares; 2025Q4: 39,141 shares; 2026Q1: 56,402 shares 56,402 $1.62M 0.06% +17,261 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: 1,460 shares; 2024Q4: 1,720 shares; 2025Q1: 1,215 shares; 2025Q2: 1,737 shares; 2025Q3: 4,294 shares; 2025Q4: 4,439 shares; 2026Q1: 4,685 shares 4,685 $1.61M 0.06% +246 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: 4,987 shares; 2024Q4: 4,883 shares; 2025Q1: 4,394 shares; 2025Q2: 4,365 shares; 2025Q3: 4,191 shares; 2025Q4: 4,272 shares; 2026Q1: 4,982 shares 4,982 $1.6M 0.06% +710 Timeline XMHQ 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: 140,679 shares; 2024Q4: 113,379 shares; 2025Q1: 23,273 shares; 2025Q2: 22,485 shares; 2025Q3: 21,565 shares; 2025Q4: 14,839 shares; 2026Q1: 15,377 shares 15,377 $1.59M 0.06% +538 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: 15,316 shares; 2024Q4: 17,042 shares; 2025Q1: 21,430 shares; 2025Q2: 11,233 shares; 2025Q3: 14,820 shares; 2025Q4: 24,800 shares; 2026Q1: 34,495 shares 34,495 $1.58M 0.06% +9,695 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,856 shares; 2024Q4: 49,991 shares; 2025Q1: 66,183 shares; 2025Q2: 75,588 shares; 2025Q3: 74,351 shares; 2025Q4: 65,921 shares; 2026Q1: 57,581 shares 57,581 $1.57M 0.06% -8,340 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: 1,039 shares; 2024Q4: 1,928 shares; 2025Q1: 1,442 shares; 2025Q2: 1,831 shares; 2025Q3: 8,131 shares; 2025Q4: 7,845 shares; 2026Q1: 9,937 shares 9,937 $1.56M 0.06% +2,092 Timeline MGC 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: 88,347 shares; 2024Q4: 85,684 shares; 2025Q1: 9,368 shares; 2025Q2: 14,875 shares; 2025Q3: 11,889 shares; 2025Q4: 7,511 shares; 2026Q1: 6,564 shares 6,564 $1.55M 0.06% -947 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: 6,819 shares; 2024Q4: 5,355 shares; 2025Q1: 4,352 shares; 2025Q2: 4,582 shares; 2025Q3: 7,527 shares; 2025Q4: 7,375 shares; 2026Q1: 11,290 shares 11,290 $1.54M 0.06% +3,915 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: 1,264 shares; 2025Q3: 4,522 shares; 2025Q4: 4,320 shares; 2026Q1: 5,665 shares 5,665 $1.53M 0.06% +1,345 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 9,559 shares; 2025Q1: 8,450 shares; 2025Q2: 8,569 shares; 2025Q3: 10,089 shares; 2025Q4: 10,154 shares; 2026Q1: 14,026 shares 14,026 $1.53M 0.06% +3,872 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 58,460 shares; 2025Q1: 1,644 shares; 2025Q2: 1,340 shares; 2025Q3: 4,365 shares; 2025Q4: 3,802 shares; 2026Q1: 3,475 shares 3,475 $1.52M 0.05% -327 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: 9,157 shares; 2024Q4: 9,107 shares; 2025Q1: 7,488 shares; 2025Q2: 7,398 shares; 2025Q3: 17,348 shares; 2025Q4: 16,851 shares; 2026Q1: 16,845 shares 16,845 $1.51M 0.05% -6 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,086 shares; 2024Q4: 58,852 shares; 2025Q1: 60,839 shares; 2025Q2: 74,216 shares; 2025Q3: 75,675 shares; 2025Q4: 62,662 shares; 2026Q1: 65,068 shares 65,068 $1.51M 0.05% +2,406 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 14,602 shares; 2025Q1: 11,344 shares; 2025Q2: 12,634 shares; 2025Q3: 15,696 shares; 2025Q4: 25,771 shares; 2026Q1: 45,073 shares 45,073 $1.49M 0.05% +19,302 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 13,105 shares; 2025Q1: 13,852 shares; 2025Q2: 14,266 shares; 2025Q3: 17,475 shares; 2025Q4: 20,731 shares; 2026Q1: 18,341 shares 18,341 $1.49M 0.05% -2,390 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: 10,013 shares; 2024Q4: 10,923 shares; 2025Q1: 8,438 shares; 2025Q2: 8,222 shares; 2025Q3: 28,622 shares; 2025Q4: 22,410 shares; 2026Q1: 12,522 shares 12,522 $1.49M 0.05% -9,888 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,420 shares; 2025Q1: not reported; 2025Q2: 9,617 shares; 2025Q3: 13,508 shares; 2025Q4: 13,931 shares; 2026Q1: 21,399 shares 21,399 $1.48M 0.05% +7,468 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,774 shares; 2024Q4: 23,846 shares; 2025Q1: 23,178 shares; 2025Q2: 21,496 shares; 2025Q3: 20,404 shares; 2025Q4: 17,957 shares; 2026Q1: 18,662 shares 18,662 $1.48M 0.05% +705 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: 7,163 shares; 2024Q4: 7,373 shares; 2025Q1: 5,609 shares; 2025Q2: 6,095 shares; 2025Q3: 5,875 shares; 2025Q4: 5,529 shares; 2026Q1: 7,412 shares 7,412 $1.47M 0.05% +1,883 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: 8,567 shares; 2024Q4: 10,604 shares; 2025Q1: 11,768 shares; 2025Q2: 11,371 shares; 2025Q3: 13,511 shares; 2025Q4: 7,383 shares; 2026Q1: 7,612 shares 7,612 $1.47M 0.05% +229 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 5,852 shares; 2025Q1: 2,190 shares; 2025Q2: 2,532 shares; 2025Q3: 15,600 shares; 2025Q4: 17,149 shares; 2026Q1: 19,351 shares 19,351 $1.46M 0.05% +2,202 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: 19,943 shares; 2024Q4: 21,704 shares; 2025Q1: 13,425 shares; 2025Q2: 15,247 shares; 2025Q3: 15,395 shares; 2025Q4: 15,002 shares; 2026Q1: 20,168 shares 20,168 $1.45M 0.05% +5,166 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: 15,099 shares; 2024Q4: 14,540 shares; 2025Q1: 14,570 shares; 2025Q2: 12,256 shares; 2025Q3: 11,920 shares; 2025Q4: 24,183 shares; 2026Q1: 23,473 shares 23,473 $1.43M 0.05% -710 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 4,121 shares; 2025Q1: 3,865 shares; 2025Q2: 1,256 shares; 2025Q3: 2,477 shares; 2025Q4: 4,985 shares; 2026Q1: 5,358 shares 5,358 $1.43M 0.05% +373 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: 22,897 shares; 2024Q4: 15,177 shares; 2025Q1: 15,236 shares; 2025Q2: 14,272 shares; 2025Q3: 13,898 shares; 2025Q4: 28,228 shares; 2026Q1: 27,400 shares 27,400 $1.42M 0.05% -828 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 8,654 shares; 2025Q1: 8,475 shares; 2025Q2: 6,324 shares; 2025Q3: 6,866 shares; 2025Q4: 6,166 shares; 2026Q1: 8,568 shares 8,568 $1.41M 0.05% +2,402 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,067 shares; 2025Q1: 20,723 shares; 2025Q2: 31,687 shares; 2025Q3: 38,284 shares; 2025Q4: 45,834 shares; 2026Q1: 53,790 shares 53,790 $1.39M 0.05% +7,956 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 9,309 shares; 2025Q1: 6,789 shares; 2025Q2: 5,794 shares; 2025Q3: 6,172 shares; 2025Q4: 5,977 shares; 2026Q1: 6,804 shares 6,804 $1.38M 0.05% +827 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 8,749 shares; 2025Q1: 11,222 shares; 2025Q2: 16,717 shares; 2025Q3: 2,575 shares; 2025Q4: not reported; 2026Q1: 18,242 shares 18,242 $1.38M 0.05% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,879 shares; 2025Q4: 56,807 shares; 2026Q1: 55,439 shares 55,439 $1.37M 0.05% -1,368 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 5,750 shares; 2025Q1: 5,787 shares; 2025Q2: 5,232 shares; 2025Q3: 5,686 shares; 2025Q4: 6,106 shares; 2026Q1: 5,596 shares 5,596 $1.35M 0.05% -510 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: 7,207 shares; 2024Q4: 11,254 shares; 2025Q1: 6,887 shares; 2025Q2: 7,085 shares; 2025Q3: 15,175 shares; 2025Q4: 13,437 shares; 2026Q1: 13,957 shares 13,957 $1.35M 0.05% +520 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly 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: 2,756 shares; 2026Q1: 14,554 shares 14,554 $1.32M 0.05% +11,798 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: 35,806 shares; 2024Q4: 51,160 shares; 2025Q1: 41,953 shares; 2025Q2: 9,672 shares; 2025Q3: 9,561 shares; 2025Q4: 9,917 shares; 2026Q1: 10,992 shares 10,992 $1.32M 0.05% +1,075 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,949 shares; 2024Q4: 12,435 shares; 2025Q1: 11,423 shares; 2025Q2: 11,004 shares; 2025Q3: 10,836 shares; 2025Q4: 13,631 shares; 2026Q1: 16,697 shares 16,697 $1.31M 0.05% +3,066 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,430 shares; 2024Q4: 19,255 shares; 2025Q1: 20,742 shares; 2025Q2: 27,390 shares; 2025Q3: 27,356 shares; 2025Q4: 35,477 shares; 2026Q1: 47,780 shares 47,780 $1.31M 0.05% +12,303 Timeline AGGH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,003 shares 64,003 $1.3M 0.05% new 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: 57,791 shares; 2024Q4: 10,206 shares; 2025Q1: 5,630 shares; 2025Q2: 12,468 shares; 2025Q3: 12,967 shares; 2025Q4: 11,706 shares; 2026Q1: 13,643 shares 13,643 $1.3M 0.05% +1,937 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 58,852 shares; 2025Q1: 61,035 shares; 2025Q2: 78,638 shares; 2025Q3: 82,093 shares; 2025Q4: 85,745 shares; 2026Q1: 91,803 shares 91,803 $1.29M 0.05% +6,058 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: 3,753 shares; 2024Q4: 3,466 shares; 2025Q1: 2,956 shares; 2025Q2: 2,401 shares; 2025Q3: 2,623 shares; 2025Q4: 2,668 shares; 2026Q1: 3,911 shares 3,911 $1.29M 0.05% +1,243 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: 3,582 shares; 2024Q4: 3,232 shares; 2025Q1: 1,846 shares; 2025Q2: 1,210 shares; 2025Q3: 1,228 shares; 2025Q4: 1,188 shares; 2026Q1: 1,281 shares 1,281 $1.28M 0.05% +93 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: 7,082 shares; 2024Q4: 7,449 shares; 2025Q1: 5,914 shares; 2025Q2: 4,144 shares; 2025Q3: 4,207 shares; 2025Q4: 3,987 shares; 2026Q1: 4,152 shares 4,152 $1.26M 0.05% +165 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: 9,025 shares; 2024Q4: 11,015 shares; 2025Q1: 14,576 shares; 2025Q2: 13,239 shares; 2025Q3: 13,405 shares; 2025Q4: 9,851 shares; 2026Q1: 8,539 shares 8,539 $1.25M 0.04% -1,312 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,601 shares; 2024Q4: 27,370 shares; 2025Q1: 32,558 shares; 2025Q2: 31,310 shares; 2025Q3: 29,637 shares; 2025Q4: 25,935 shares; 2026Q1: 31,374 shares 31,374 $1.24M 0.04% +5,439 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: 2,989 shares; 2024Q4: 3,456 shares; 2025Q1: 3,395 shares; 2025Q2: 3,327 shares; 2025Q3: 5,543 shares; 2025Q4: 5,510 shares; 2026Q1: 5,173 shares 5,173 $1.24M 0.04% -337 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,676 shares; 2024Q4: 28,754 shares; 2025Q1: 23,970 shares; 2025Q2: 23,363 shares; 2025Q3: 23,542 shares; 2025Q4: 26,038 shares; 2026Q1: 28,082 shares 28,082 $1.24M 0.04% +2,044 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: 415 shares; 2024Q4: 7,226 shares; 2025Q1: 7,083 shares; 2025Q2: 7,150 shares; 2025Q3: 7,052 shares; 2025Q4: 8,938 shares; 2026Q1: 11,030 shares 11,030 $1.22M 0.04% +2,092 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 14,750 shares; 2025Q1: 23,592 shares; 2025Q2: 14,640 shares; 2025Q3: 24,176 shares; 2025Q4: 26,461 shares; 2026Q1: 35,125 shares 35,125 $1.21M 0.04% +8,664 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 13,443 shares; 2025Q1: 13,965 shares; 2025Q2: 12,146 shares; 2025Q3: 11,471 shares; 2025Q4: 11,002 shares; 2026Q1: 11,407 shares 11,407 $1.21M 0.04% +405 Timeline SMMU 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: 505 shares; 2024Q4: 641 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,984 shares 23,984 $1.21M 0.04% new Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,629 shares 16,629 $1.19M 0.04% new 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: 10,541 shares; 2025Q1: 10,384 shares; 2025Q2: 10,400 shares; 2025Q3: 9,843 shares; 2025Q4: 13,316 shares; 2026Q1: 32,496 shares 32,496 $1.19M 0.04% +19,180 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 5,193 shares; 2025Q1: 6,115 shares; 2025Q2: 7,667 shares; 2025Q3: 41,534 shares; 2025Q4: 17,335 shares; 2026Q1: 22,679 shares 22,679 $1.18M 0.04% +5,344 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,843 shares; 2024Q4: 11,204 shares; 2025Q1: 10,021 shares; 2025Q2: 9,094 shares; 2025Q3: 9,070 shares; 2025Q4: 8,745 shares; 2026Q1: 7,207 shares 7,207 $1.18M 0.04% -1,538 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,163 shares; 2024Q4: 19,923 shares; 2025Q1: 30,681 shares; 2025Q2: 33,197 shares; 2025Q3: 27,100 shares; 2025Q4: 32,175 shares; 2026Q1: 33,196 shares 33,196 $1.18M 0.04% +1,021 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: 1,632 shares; 2024Q4: 2,292 shares; 2025Q1: 1,970 shares; 2025Q2: 2,016 shares; 2025Q3: 7,238 shares; 2025Q4: 6,001 shares; 2026Q1: 5,990 shares 5,990 $1.18M 0.04% -11 Timeline HYS 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: 11,421 shares; 2024Q4: 10,385 shares; 2025Q1: 10,164 shares; 2025Q2: 10,269 shares; 2025Q3: 10,466 shares; 2025Q4: 11,787 shares; 2026Q1: 12,521 shares 12,521 $1.17M 0.04% +734 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,057 shares; 2025Q1: 1,309 shares; 2025Q2: 2,253 shares; 2025Q3: 2,276 shares; 2025Q4: 2,424 shares; 2026Q1: 7,424 shares 7,424 $1.17M 0.04% +5,000 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: 2,993 shares; 2024Q4: 2,768 shares; 2025Q1: 2,194 shares; 2025Q2: 2,086 shares; 2025Q3: 2,164 shares; 2025Q4: 11,700 shares; 2026Q1: 11,167 shares 11,167 $1.17M 0.04% -533 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: 31,945 shares; 2024Q4: 27,648 shares; 2025Q1: 9,921 shares; 2025Q2: 5,724 shares; 2025Q3: 5,572 shares; 2025Q4: 1,617 shares; 2026Q1: 6,052 shares 6,052 $1.16M 0.04% +4,435 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: 6,852 shares; 2024Q4: 6,944 shares; 2025Q1: 7,806 shares; 2025Q2: 8,806 shares; 2025Q3: 14,540 shares; 2025Q4: 16,046 shares; 2026Q1: 15,410 shares 15,410 $1.15M 0.04% -636 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: 1,410 shares; 2024Q4: 1,394 shares; 2025Q1: 1,097 shares; 2025Q2: 1,251 shares; 2025Q3: 4,004 shares; 2025Q4: 3,759 shares; 2026Q1: 3,940 shares 3,940 $1.14M 0.04% +181 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,970 shares; 2025Q1: 3,663 shares; 2025Q2: 3,584 shares; 2025Q3: 3,485 shares; 2025Q4: 3,450 shares; 2026Q1: 2,601 shares 2,601 $1.14M 0.04% -849 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,989 shares; 2025Q3: 14,008 shares; 2025Q4: 43,051 shares; 2026Q1: 45,160 shares 45,160 $1.13M 0.04% +2,109 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 21,029 shares; 2025Q1: 20,217 shares; 2025Q2: 23,852 shares; 2025Q3: 24,953 shares; 2025Q4: 25,588 shares; 2026Q1: 21,837 shares 21,837 $1.13M 0.04% -3,751 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 9,125 shares; 2025Q1: 7,285 shares; 2025Q2: 9,741 shares; 2025Q3: 32,780 shares; 2025Q4: 31,303 shares; 2026Q1: 66,728 shares 66,728 $1.13M 0.04% +35,425 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: 9,977 shares; 2024Q4: 10,689 shares; 2025Q1: 11,333 shares; 2025Q2: 10,907 shares; 2025Q3: 10,629 shares; 2025Q4: 13,357 shares; 2026Q1: 16,071 shares 16,071 $1.11M 0.04% +2,714 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,489 shares; 2025Q3: 12,006 shares; 2025Q4: 36,922 shares; 2026Q1: 38,730 shares 38,730 $1.11M 0.04% +1,808 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 14,251 shares; 2025Q1: 13,790 shares; 2025Q2: 13,888 shares; 2025Q3: 13,961 shares; 2025Q4: 13,664 shares; 2026Q1: 13,583 shares 13,583 $1.11M 0.04% -81 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: 4,626 shares; 2024Q4: 6,532 shares; 2025Q1: 6,342 shares; 2025Q2: 1,387 shares; 2025Q3: 1,451 shares; 2025Q4: 1,438 shares; 2026Q1: 1,302 shares 1,302 $1.1M 0.04% -136 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: 13,865 shares; 2024Q4: 13,767 shares; 2025Q1: 11,617 shares; 2025Q2: 11,825 shares; 2025Q3: 10,894 shares; 2025Q4: 10,655 shares; 2026Q1: 17,850 shares 17,850 $1.08M 0.04% +7,195 Timeline JBND 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: 12,376 shares; 2026Q1: 20,129 shares 20,129 $1.08M 0.04% +7,753 Timeline FMF 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: 29,403 shares; 2024Q4: 17,822 shares; 2025Q1: 18,205 shares; 2025Q2: 18,105 shares; 2025Q3: 19,098 shares; 2025Q4: 21,368 shares; 2026Q1: 21,378 shares 21,378 $1.08M 0.04% +10 Timeline SSRM SSR MINING IN More: the full row for SSR MINING 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: 46,017 shares; 2025Q4: 38,311 shares; 2026Q1: 36,816 shares 36,816 $1.08M 0.04% -1,495 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,779 shares; 2024Q4: 86,288 shares; 2025Q1: 4,861 shares; 2025Q2: 5,094 shares; 2025Q3: 5,264 shares; 2025Q4: 4,600 shares; 2026Q1: 4,343 shares 4,343 $1.08M 0.04% -257 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,523 shares; 2024Q4: 13,550 shares; 2025Q1: 12,595 shares; 2025Q2: 12,420 shares; 2025Q3: 14,507 shares; 2025Q4: 24,754 shares; 2026Q1: 24,435 shares 24,435 $1.08M 0.04% -319 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: 12,648 shares; 2024Q4: 11,730 shares; 2025Q1: 7,968 shares; 2025Q2: 15,626 shares; 2025Q3: 17,859 shares; 2025Q4: 15,658 shares; 2026Q1: 15,314 shares 15,314 $1.07M 0.04% -344 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 2,257 shares; 2025Q1: 1,722 shares; 2025Q2: 1,967 shares; 2025Q3: 1,630 shares; 2025Q4: 1,619 shares; 2026Q1: 1,199 shares 1,199 $1.07M 0.04% -420 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: 13,244 shares; 2024Q4: 8,190 shares; 2025Q1: 8,428 shares; 2025Q2: 8,225 shares; 2025Q3: 8,965 shares; 2025Q4: 8,351 shares; 2026Q1: 9,014 shares 9,014 $1.07M 0.04% +663 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,097 shares; 2024Q4: 23,566 shares; 2025Q1: 21,575 shares; 2025Q2: 21,647 shares; 2025Q3: 21,303 shares; 2025Q4: 20,746 shares; 2026Q1: 21,558 shares 21,558 $1.06M 0.04% +812 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: 4,979 shares; 2024Q4: 4,718 shares; 2025Q1: 2,733 shares; 2025Q2: 3,176 shares; 2025Q3: 3,419 shares; 2025Q4: 3,167 shares; 2026Q1: 3,214 shares 3,214 $1.06M 0.04% +47 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: 22,227 shares; 2024Q4: 20,761 shares; 2025Q1: 23,242 shares; 2025Q2: 23,667 shares; 2025Q3: 20,497 shares; 2025Q4: 18,776 shares; 2026Q1: 22,144 shares 22,144 $1.04M 0.04% +3,368 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: 16,923 shares; 2024Q4: 14,415 shares; 2025Q1: 8,357 shares; 2025Q2: 8,329 shares; 2025Q3: 8,277 shares; 2025Q4: 7,033 shares; 2026Q1: 7,212 shares 7,212 $1.04M 0.04% +179 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: 3,197 shares; 2024Q4: 3,245 shares; 2025Q1: 2,311 shares; 2025Q2: 2,054 shares; 2025Q3: 2,009 shares; 2025Q4: 2,155 shares; 2026Q1: 2,235 shares 2,235 $1.03M 0.04% +80 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: 5,285 shares; 2024Q4: 4,802 shares; 2025Q1: 3,162 shares; 2025Q2: 3,102 shares; 2025Q3: 3,320 shares; 2025Q4: 3,411 shares; 2026Q1: 3,308 shares 3,308 $1.03M 0.04% -103 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,123 shares; 2024Q4: 19,849 shares; 2025Q1: 16,833 shares; 2025Q2: 17,529 shares; 2025Q3: 17,310 shares; 2025Q4: 17,004 shares; 2026Q1: 16,833 shares 16,833 $1.03M 0.04% -171 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: 45,402 shares; 2024Q4: 28,144 shares; 2025Q1: 17,478 shares; 2025Q2: 20,539 shares; 2025Q3: 26,907 shares; 2025Q4: 16,273 shares; 2026Q1: 20,264 shares 20,264 $1.02M 0.04% +3,991 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: 17,986 shares; 2026Q1: 17,844 shares 17,844 $1.02M 0.04% -142 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,157 shares; 2024Q4: 30,578 shares; 2025Q1: 30,583 shares; 2025Q2: 32,354 shares; 2025Q3: 32,994 shares; 2025Q4: 32,323 shares; 2026Q1: 30,067 shares 30,067 $1.02M 0.04% -2,256 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 8,624 shares; 2025Q1: 8,106 shares; 2025Q2: 5,338 shares; 2025Q3: 8,708 shares; 2025Q4: 11,269 shares; 2026Q1: 25,874 shares 25,874 $1.01M 0.04% +14,605 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,794 shares; 2024Q4: 74,564 shares; 2025Q1: 61,987 shares; 2025Q2: 58,699 shares; 2025Q3: 59,588 shares; 2025Q4: 48,811 shares; 2026Q1: 33,477 shares 33,477 $1.01M 0.04% -15,334 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: 3,127 shares; 2024Q4: 2,796 shares; 2025Q1: 2,126 shares; 2025Q2: 2,031 shares; 2025Q3: 1,785 shares; 2025Q4: 2,093 shares; 2026Q1: 2,029 shares 2,029 $1.01M 0.04% -64 Timeline USDU 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: not reported; 2026Q1: 38,149 shares 38,149 $1M 0.04% new Timeline XOP 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: 1,674 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,515 shares 5,515 $1M 0.04% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 2,344 shares; 2025Q1: 3,359 shares; 2025Q2: 6,290 shares; 2025Q3: 7,835 shares; 2025Q4: 8,781 shares; 2026Q1: 11,832 shares 11,832 $1M 0.04% +3,051 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: 10,652 shares; 2024Q4: 9,749 shares; 2025Q1: 5,910 shares; 2025Q2: 6,944 shares; 2025Q3: 7,330 shares; 2025Q4: 9,184 shares; 2026Q1: 15,119 shares 15,119 $998K 0.04% +5,935 Timeline EMDM 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: 27,518 shares; 2026Q1: 28,216 shares 28,216 $989K 0.04% +698 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: 26,761 shares; 2024Q4: 21,763 shares; 2025Q1: 16,950 shares; 2025Q2: 11,561 shares; 2025Q3: 15,579 shares; 2025Q4: 12,901 shares; 2026Q1: 12,993 shares 12,993 $988K 0.04% +92 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,135 shares; 2024Q4: 27,104 shares; 2025Q1: 26,350 shares; 2025Q2: 26,407 shares; 2025Q3: 27,297 shares; 2025Q4: 31,881 shares; 2026Q1: 29,231 shares 29,231 $986K 0.04% -2,650 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: 5,952 shares; 2024Q4: 6,495 shares; 2025Q1: 4,035 shares; 2025Q2: 3,707 shares; 2025Q3: 3,825 shares; 2025Q4: 3,769 shares; 2026Q1: 4,053 shares 4,053 $982K 0.04% +284 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,803 shares 1,803 $982K 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 16,135 shares; 2025Q1: 10,617 shares; 2025Q2: 15,192 shares; 2025Q3: 16,784 shares; 2025Q4: 22,974 shares; 2026Q1: 26,536 shares 26,536 $975K 0.04% +3,562 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: 4,231 shares; 2024Q4: 5,795 shares; 2025Q1: 6,265 shares; 2025Q2: 4,675 shares; 2025Q3: 2,243 shares; 2025Q4: 4,116 shares; 2026Q1: 19,497 shares 19,497 $974K 0.04% +15,381 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: 2,482 shares; 2024Q4: 2,488 shares; 2025Q1: 746 shares; 2025Q2: 2,586 shares; 2025Q3: 7,320 shares; 2025Q4: 7,161 shares; 2026Q1: 7,710 shares 7,710 $974K 0.04% +549 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: 5,010 shares; 2024Q4: 8,917 shares; 2025Q1: 8,991 shares; 2025Q2: 2,332 shares; 2025Q3: 5,833 shares; 2025Q4: 8,550 shares; 2026Q1: 7,801 shares 7,801 $970K 0.03% -749 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,302 shares; 2024Q4: 35,552 shares; 2025Q1: 36,612 shares; 2025Q2: 39,350 shares; 2025Q3: 42,558 shares; 2025Q4: 45,537 shares; 2026Q1: 43,023 shares 43,023 $967K 0.03% -2,514 Timeline IYZ ISHARES 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: 24,544 shares 24,544 $965K 0.03% new 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: 18,467 shares; 2024Q4: 17,572 shares; 2025Q1: 53,207 shares; 2025Q2: 21,089 shares; 2025Q3: 20,074 shares; 2025Q4: 11,591 shares; 2026Q1: 13,029 shares 13,029 $959K 0.03% +1,438 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: 63,260 shares; 2024Q4: 66,690 shares; 2025Q1: 26,743 shares; 2025Q2: 31,734 shares; 2025Q3: 29,739 shares; 2025Q4: 30,321 shares; 2026Q1: 32,815 shares 32,815 $951K 0.03% +2,494 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,642 shares; 2025Q1: 2,080 shares; 2025Q2: 1,642 shares; 2025Q3: 3,435 shares; 2025Q4: 3,138 shares; 2026Q1: 3,014 shares 3,014 $947K 0.03% -124 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: 3,499 shares; 2024Q4: 3,436 shares; 2025Q1: 1,734 shares; 2025Q2: 2,089 shares; 2025Q3: 3,011 shares; 2025Q4: 2,969 shares; 2026Q1: 2,647 shares 2,647 $947K 0.03% -322 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,137 shares; 2024Q4: 37,332 shares; 2025Q1: 22,448 shares; 2025Q2: 22,368 shares; 2025Q3: 21,169 shares; 2025Q4: 28,184 shares; 2026Q1: 63,439 shares 63,439 $945K 0.03% +35,255 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,240 shares; 2024Q4: 31,822 shares; 2025Q1: 32,140 shares; 2025Q2: 22,627 shares; 2025Q3: 22,590 shares; 2025Q4: 28,104 shares; 2026Q1: 33,208 shares 33,208 $944K 0.03% +5,104 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 966 shares; 2025Q1: 556 shares; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,918 shares 2,918 $942K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 12,253 shares; 2025Q1: 6,217 shares; 2025Q2: 5,292 shares; 2025Q3: 5,021 shares; 2025Q4: 4,663 shares; 2026Q1: 5,621 shares 5,621 $925K 0.03% +958 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,730 shares; 2024Q4: 11,304 shares; 2025Q1: 11,387 shares; 2025Q2: 11,319 shares; 2025Q3: 10,807 shares; 2025Q4: 11,807 shares; 2026Q1: 13,139 shares 13,139 $924K 0.03% +1,332 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 318 shares; 2025Q1: 246 shares; 2025Q2: 2,225 shares; 2025Q3: 2,562 shares; 2025Q4: 1,691 shares; 2026Q1: 1,357 shares 1,357 $924K 0.03% -334 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,276 shares; 2024Q4: 72,212 shares; 2025Q1: 55,260 shares; 2025Q2: 45,828 shares; 2025Q3: 40,315 shares; 2025Q4: 23,755 shares; 2026Q1: 20,442 shares 20,442 $921K 0.03% -3,313 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: 2,286 shares; 2024Q4: 2,020 shares; 2025Q1: 1,366 shares; 2025Q2: 1,588 shares; 2025Q3: 1,519 shares; 2025Q4: 1,498 shares; 2026Q1: 1,512 shares 1,512 $914K 0.03% +14 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 9,582 shares; 2025Q1: 6,794 shares; 2025Q2: 12,392 shares; 2025Q3: 8,822 shares; 2025Q4: 9,982 shares; 2026Q1: 14,639 shares 14,639 $914K 0.03% +4,657 Timeline PALC 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: 48,567 shares; 2024Q4: 47,287 shares; 2025Q1: 30,348 shares; 2025Q2: 29,903 shares; 2025Q3: 27,747 shares; 2025Q4: 17,945 shares; 2026Q1: 17,582 shares 17,582 $911K 0.03% -363 Timeline EWY 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: 22 shares; 2025Q2: 18,601 shares; 2025Q3: 19,760 shares; 2025Q4: 14,128 shares; 2026Q1: 7,404 shares 7,404 $911K 0.03% -6,724 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: 34,744 shares; 2024Q4: 20,763 shares; 2025Q1: 11,940 shares; 2025Q2: 18,041 shares; 2025Q3: 29,633 shares; 2025Q4: 23,002 shares; 2026Q1: 32,384 shares 32,384 $909K 0.03% +9,382 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 2,781 shares; 2025Q1: 1,960 shares; 2025Q2: 2,047 shares; 2025Q3: 2,941 shares; 2025Q4: 2,541 shares; 2026Q1: 2,581 shares 2,581 $909K 0.03% +40 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: 3,131 shares; 2024Q4: 3,323 shares; 2025Q1: 2,905 shares; 2025Q2: 942 shares; 2025Q3: 1,119 shares; 2025Q4: 1,179 shares; 2026Q1: 1,266 shares 1,266 $897K 0.03% +87 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,672 shares; 2024Q4: 244,443 shares; 2025Q1: 37,830 shares; 2025Q2: 48,375 shares; 2025Q3: 19,986 shares; 2025Q4: 28,972 shares; 2026Q1: 34,718 shares 34,718 $893K 0.03% +5,746 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 5,489 shares; 2025Q1: 9,926 shares; 2025Q2: 14,326 shares; 2025Q3: 15,504 shares; 2025Q4: 14,007 shares; 2026Q1: 16,122 shares 16,122 $891K 0.03% +2,115 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9,318 shares; 2025Q1: 9,284 shares; 2025Q2: 10,024 shares; 2025Q3: 9,865 shares; 2025Q4: 9,147 shares; 2026Q1: 9,136 shares 9,136 $888K 0.03% -11 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: 7,959 shares; 2024Q4: 7,129 shares; 2025Q1: 11,268 shares; 2025Q2: 5,139 shares; 2025Q3: 4,966 shares; 2025Q4: 4,862 shares; 2026Q1: 6,365 shares 6,365 $887K 0.03% +1,503 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 9,484 shares; 2025Q1: 8,117 shares; 2025Q2: 7,725 shares; 2025Q3: 7,396 shares; 2025Q4: 7,046 shares; 2026Q1: 8,180 shares 8,180 $885K 0.03% +1,134 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 499 shares; 2025Q2: 507 shares; 2025Q3: 929 shares; 2025Q4: 978 shares; 2026Q1: 920 shares 920 $885K 0.03% -58 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 5,982 shares; 2025Q1: 4,734 shares; 2025Q2: 2,935 shares; 2025Q3: 2,474 shares; 2025Q4: 2,366 shares; 2026Q1: 2,223 shares 2,223 $885K 0.03% -143 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 452 shares; 2025Q1: 297 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,917 shares 12,917 $884K 0.03% new Timeline ALTL 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: 19,337 shares; 2024Q4: 19,062 shares; 2025Q1: 22,931 shares; 2025Q2: 24,452 shares; 2025Q3: 23,404 shares; 2025Q4: 20,120 shares; 2026Q1: 19,938 shares 19,938 $875K 0.03% -182 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,051 shares 19,051 $873K 0.03% new 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: 1,963 shares; 2024Q4: 1,729 shares; 2025Q1: 334 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,225 shares 2,225 $872K 0.03% new 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: 139,039 shares; 2024Q4: 143,852 shares; 2025Q1: 6,235 shares; 2025Q2: 6,658 shares; 2025Q3: 7,160 shares; 2025Q4: 14,774 shares; 2026Q1: 15,376 shares 15,376 $870K 0.03% +602 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 5,029 shares; 2025Q1: 133 shares; 2025Q2: 6,278 shares; 2025Q3: 6,277 shares; 2025Q4: 17,323 shares; 2026Q1: 21,821 shares 21,821 $870K 0.03% +4,498 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 13,878 shares; 2025Q1: 14,147 shares; 2025Q2: 12,407 shares; 2025Q3: 12,605 shares; 2025Q4: 11,955 shares; 2026Q1: 11,493 shares 11,493 $870K 0.03% -462 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,146 shares; 2024Q4: 231,829 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 7,486 shares; 2025Q4: 9,081 shares; 2026Q1: 9,455 shares 9,455 $865K 0.03% +374 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares 2,228 $865K 0.03% new Timeline FCTR 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: 25,994 shares; 2024Q4: 24,987 shares; 2025Q1: 29,046 shares; 2025Q2: 30,482 shares; 2025Q3: 27,932 shares; 2025Q4: 24,302 shares; 2026Q1: 24,127 shares 24,127 $861K 0.03% -175 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: 15,241 shares; 2024Q4: 16,568 shares; 2025Q1: 12,009 shares; 2025Q2: 11,693 shares; 2025Q3: 11,504 shares; 2025Q4: 10,805 shares; 2026Q1: 8,381 shares 8,381 $860K 0.03% -2,424 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: 22,741 shares; 2024Q4: 36,421 shares; 2025Q1: 44,038 shares; 2025Q2: 14,309 shares; 2025Q3: 15,042 shares; 2025Q4: 15,326 shares; 2026Q1: 24,423 shares 24,423 $856K 0.03% +9,097 Timeline PGHY 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: 33,359 shares; 2024Q4: 38,807 shares; 2025Q1: 42,712 shares; 2025Q2: 41,999 shares; 2025Q3: 46,939 shares; 2025Q4: 46,906 shares; 2026Q1: 43,952 shares 43,952 $853K 0.03% -2,954 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,336 shares; 2025Q1: 1,805 shares; 2025Q2: 1,812 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,529 shares 7,529 $852K 0.03% new 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: 4,579 shares; 2024Q4: 4,340 shares; 2025Q1: 3,501 shares; 2025Q2: 5,355 shares; 2025Q3: 5,325 shares; 2025Q4: 3,922 shares; 2026Q1: 3,758 shares 3,758 $849K 0.03% -164 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,586 shares; 2026Q1: 17,189 shares 17,189 $849K 0.03% +1,603 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,347 shares; 2025Q1: not reported; 2025Q2: 23,120 shares; 2025Q3: 49,568 shares; 2025Q4: 23,911 shares; 2026Q1: 28,476 shares 28,476 $848K 0.03% +4,565 Timeline PAMC 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: 18,079 shares; 2024Q4: 17,549 shares; 2025Q1: 20,609 shares; 2025Q2: 21,808 shares; 2025Q3: 20,330 shares; 2025Q4: 17,683 shares; 2026Q1: 17,571 shares 17,571 $841K 0.03% -112 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 3,033 shares; 2025Q1: 5,200 shares; 2025Q2: 5,343 shares; 2025Q3: 3,885 shares; 2025Q4: 5,505 shares; 2026Q1: 5,888 shares 5,888 $841K 0.03% +383 Timeline FTSM 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: 36,588 shares; 2024Q4: 36,045 shares; 2025Q1: 35,928 shares; 2025Q2: 29,255 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,055 shares 14,055 $840K 0.03% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 40,314 shares; 2025Q4: 88,492 shares; 2026Q1: 110,379 shares 110,379 $836K 0.03% +21,887 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 10,053 shares; 2025Q1: 9,664 shares; 2025Q2: 9,958 shares; 2025Q3: 12,159 shares; 2025Q4: 12,903 shares; 2026Q1: 13,961 shares 13,961 $826K 0.03% +1,058 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,794 shares 15,794 $824K 0.03% new Timeline FLRN 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: 51,822 shares; 2024Q4: 94 shares; 2025Q1: 87 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 25,560 shares; 2026Q1: 26,727 shares 26,727 $823K 0.03% +1,167 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 4,220 shares; 2025Q1: 2,896 shares; 2025Q2: 2,817 shares; 2025Q3: 4,287 shares; 2025Q4: 3,967 shares; 2026Q1: 3,384 shares 3,384 $823K 0.03% -583 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 10,406 shares; 2025Q1: 9,064 shares; 2025Q2: 31,992 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,942 shares 9,942 $821K 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 15,229 shares; 2025Q1: 15,510 shares; 2025Q2: 18,611 shares; 2025Q3: 18,850 shares; 2025Q4: 20,100 shares; 2026Q1: 18,633 shares 18,633 $816K 0.03% -1,467 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 843 shares; 2025Q1: 8,010 shares; 2025Q2: 1,665 shares; 2025Q3: 7,152 shares; 2025Q4: 13,728 shares; 2026Q1: 16,991 shares 16,991 $813K 0.03% +3,263 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 8,039 shares; 2025Q1: 15,927 shares; 2025Q2: 17,596 shares; 2025Q3: 17,267 shares; 2025Q4: 16,156 shares; 2026Q1: 16,110 shares 16,110 $813K 0.03% -46 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,502 shares; 2024Q4: 21,905 shares; 2025Q1: 20,021 shares; 2025Q2: 23,159 shares; 2025Q3: 23,142 shares; 2025Q4: 26,733 shares; 2026Q1: 31,014 shares 31,014 $808K 0.03% +4,281 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 1,148 shares; 2025Q4: 1,420 shares; 2026Q1: 2,123 shares 2,123 $807K 0.03% +703 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 9,366 shares; 2025Q1: 3,639 shares; 2025Q2: 3,415 shares; 2025Q3: 4,821 shares; 2025Q4: 13,559 shares; 2026Q1: 12,728 shares 12,728 $799K 0.03% -831 Timeline FTCB 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: 19,821 shares; 2025Q1: 26,342 shares; 2025Q2: 32,325 shares; 2025Q3: 34,308 shares; 2025Q4: 40,064 shares; 2026Q1: 38,071 shares 38,071 $798K 0.03% -1,993 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: 575 shares 575 $793K 0.03% -12 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 11,791 shares; 2025Q1: 8,951 shares; 2025Q2: 11,005 shares; 2025Q3: 11,909 shares; 2025Q4: 10,965 shares; 2026Q1: 13,523 shares 13,523 $791K 0.03% +2,558 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 684 shares; 2025Q1: 144 shares; 2025Q2: 133 shares; 2025Q3: 13,126 shares; 2025Q4: 12,286 shares; 2026Q1: 13,051 shares 13,051 $788K 0.03% +765 Timeline CERY 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: 76,842 shares; 2025Q1: 23,930 shares; 2025Q2: 16,697 shares; 2025Q3: 22,833 shares; 2025Q4: 16,351 shares; 2026Q1: 22,214 shares 22,214 $783K 0.03% +5,863 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,893 shares; 2025Q4: 13,391 shares; 2026Q1: 21,259 shares 21,259 $779K 0.03% +7,868 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,448 shares; 2025Q1: 731 shares; 2025Q2: 894 shares; 2025Q3: 836 shares; 2025Q4: 1,032 shares; 2026Q1: 892 shares 892 $779K 0.03% -140 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: 73,603 shares; 2024Q4: 79,065 shares; 2025Q1: 90,096 shares; 2025Q2: 21,843 shares; 2025Q3: 15,649 shares; 2025Q4: 13,392 shares; 2026Q1: 15,323 shares 15,323 $776K 0.03% +1,931 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,578 shares; 2024Q4: 94,767 shares; 2025Q1: 13,286 shares; 2025Q2: 2,075 shares; 2025Q3: 5,544 shares; 2025Q4: 5,161 shares; 2026Q1: 7,920 shares 7,920 $775K 0.03% +2,759 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,005 shares 55,005 $768K 0.03% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 843 shares; 2025Q1: 837 shares; 2025Q2: 1,307 shares; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 4,730 shares 4,730 $765K 0.03% +1,255 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960,475 shares; 2024Q4: 928,184 shares; 2025Q1: 875,978 shares; 2025Q2: 593,802 shares; 2025Q3: 291,149 shares; 2025Q4: 117,736 shares; 2026Q1: 31,065 shares 31,065 $756K 0.03% -86,671 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,541 shares; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,363 shares 4,363 $751K 0.03% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,688 shares 15,688 $750K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,416 shares; 2025Q1: 9,076 shares; 2025Q2: 3,025 shares; 2025Q3: 3,532 shares; 2025Q4: 2,591 shares; 2026Q1: 5,722 shares 5,722 $750K 0.03% +3,131 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: 1,383 shares; 2024Q4: 24,630 shares; 2025Q1: 1,240 shares; 2025Q2: 2,509 shares; 2025Q3: 2,484 shares; 2025Q4: 2,429 shares; 2026Q1: 7,414 shares 7,414 $746K 0.03% +4,985 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: 2,554 shares; 2024Q4: 5,211 shares; 2025Q1: 4,764 shares; 2025Q2: 4,714 shares; 2025Q3: 4,971 shares; 2025Q4: 5,307 shares; 2026Q1: 4,610 shares 4,610 $739K 0.03% -697 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 2,445 shares; 2025Q1: 3,179 shares; 2025Q2: 3,044 shares; 2025Q3: 3,141 shares; 2025Q4: 2,369 shares; 2026Q1: 2,740 shares 2,740 $731K 0.03% +371 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,079 shares; 2025Q1: 5,302 shares; 2025Q2: 5,879 shares; 2025Q3: 13,217 shares; 2025Q4: 11,318 shares; 2026Q1: 15,817 shares 15,817 $727K 0.03% +4,499 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 13,369 shares; 2025Q1: 18,898 shares; 2025Q2: 19,415 shares; 2025Q3: 19,921 shares; 2025Q4: 18,491 shares; 2026Q1: 18,998 shares 18,998 $726K 0.03% +507 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 11,338 shares; 2025Q1: 8,307 shares; 2025Q2: 6,437 shares; 2025Q3: 6,413 shares; 2025Q4: 6,251 shares; 2026Q1: 6,357 shares 6,357 $721K 0.03% +106 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 30,798 shares; 2025Q1: 31,280 shares; 2025Q2: 26,442 shares; 2025Q3: 30,109 shares; 2025Q4: 34,164 shares; 2026Q1: 25,467 shares 25,467 $718K 0.03% -8,697 Timeline JSCP 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: 35,281 shares; 2024Q4: 31,869 shares; 2025Q1: 24,846 shares; 2025Q2: 23,027 shares; 2025Q3: 23,999 shares; 2025Q4: 20,555 shares; 2026Q1: 15,134 shares 15,134 $716K 0.03% -5,421 Timeline CLOA 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: 5,718 shares; 2025Q4: 8,842 shares; 2026Q1: 13,792 shares 13,792 $715K 0.03% +4,950 Timeline EINC 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: 13,058 shares; 2024Q4: 14,129 shares; 2025Q1: 22,812 shares; 2025Q2: 10,455 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,066 shares 6,066 $715K 0.03% new 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: 1,228 shares; 2024Q4: 2,099 shares; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 6,178 shares; 2026Q1: 8,455 shares 8,455 $714K 0.03% +2,277 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 15,860 shares; 2025Q1: 18,071 shares; 2025Q2: 10,900 shares; 2025Q3: 12,382 shares; 2025Q4: 10,857 shares; 2026Q1: 16,037 shares 16,037 $712K 0.03% +5,180 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,259 shares; 2024Q4: 12,337 shares; 2025Q1: 944 shares; 2025Q2: 1,525 shares; 2025Q3: 17,076 shares; 2025Q4: 29,267 shares; 2026Q1: 41,051 shares 41,051 $711K 0.03% +11,784 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: 36,927 shares; 2024Q4: 36,859 shares; 2025Q1: 30,438 shares; 2025Q2: 42,636 shares; 2025Q3: 51,190 shares; 2025Q4: 12,263 shares; 2026Q1: 9,495 shares 9,495 $706K 0.03% -2,768 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: 3,344 shares; 2024Q4: 4,749 shares; 2025Q1: 5,352 shares; 2025Q2: 5,258 shares; 2025Q3: 9,017 shares; 2025Q4: 8,998 shares; 2026Q1: 30,726 shares 30,726 $704K 0.03% +21,728 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,948 shares 4,948 $703K 0.03% new Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,973 shares 14,973 $701K 0.03% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,178 shares; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 4,333 shares; 2025Q4: 4,097 shares; 2026Q1: 6,732 shares 6,732 $699K 0.03% +2,635 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: 12,352 shares; 2024Q4: 11,508 shares; 2025Q1: 10,178 shares; 2025Q2: 7,683 shares; 2025Q3: 4,635 shares; 2025Q4: 3,092 shares; 2026Q1: 2,577 shares 2,577 $697K 0.03% -515 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,869 shares; 2025Q1: 1,516 shares; 2025Q2: 1,296 shares; 2025Q3: 1,283 shares; 2025Q4: 1,253 shares; 2026Q1: 1,232 shares 1,232 $694K 0.02% -21 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 6,179 shares; 2025Q1: 6,691 shares; 2025Q2: 7,634 shares; 2025Q3: 5,358 shares; 2025Q4: 6,104 shares; 2026Q1: 5,483 shares 5,483 $691K 0.02% -621 Timeline JIRE 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: 5,124 shares; 2024Q4: 4,675 shares; 2025Q1: 4,069 shares; 2025Q2: 5,912 shares; 2025Q3: 9,140 shares; 2025Q4: 9,853 shares; 2026Q1: 8,969 shares 8,969 $679K 0.02% -884 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: 1,156 shares; 2024Q4: 1 shares; 2025Q1: 10,614 shares; 2025Q2: 11,762 shares; 2025Q3: 12,785 shares; 2025Q4: 13,920 shares; 2026Q1: 15,070 shares 15,070 $679K 0.02% +1,150 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 751 shares; 2025Q1: 3,029 shares; 2025Q2: 3,800 shares; 2025Q3: 15,541 shares; 2025Q4: 12,367 shares; 2026Q1: 12,528 shares 12,528 $678K 0.02% +161 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: 4,753 shares; 2024Q4: 5,508 shares; 2025Q1: 5,148 shares; 2025Q2: 3,700 shares; 2025Q3: 3,932 shares; 2025Q4: 3,417 shares; 2026Q1: 3,255 shares 3,255 $677K 0.02% -162 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 773 shares; 2025Q1: 900 shares; 2025Q2: 1,252 shares; 2025Q3: 5,239 shares; 2025Q4: 5,501 shares; 2026Q1: 5,340 shares 5,340 $676K 0.02% -161 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,354 shares; 2025Q1: 2,119 shares; 2025Q2: 1,686 shares; 2025Q3: not reported; 2025Q4: 18,957 shares; 2026Q1: 14,740 shares 14,740 $675K 0.02% -4,217 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: 488 shares; 2024Q4: 344 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: 369 shares; 2025Q4: 419 shares; 2026Q1: 388 shares 388 $673K 0.02% -31 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: not reported; 2024Q4: 4,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,476 shares; 2025Q4: 7,794 shares; 2026Q1: 8,493 shares 8,493 $671K 0.02% +699 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,839 shares; 2024Q4: 10,363 shares; 2025Q1: 10,102 shares; 2025Q2: 10,147 shares; 2025Q3: 9,456 shares; 2025Q4: 9,323 shares; 2026Q1: 8,925 shares 8,925 $670K 0.02% -398 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,274 shares; 2025Q1: 4,483 shares; 2025Q2: 4,737 shares; 2025Q3: 14,048 shares; 2025Q4: 9,751 shares; 2026Q1: 5,293 shares 5,293 $669K 0.02% -4,458 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: 1,035 shares; 2024Q4: 1,171 shares; 2025Q1: 7,003 shares; 2025Q2: 9,141 shares; 2025Q3: 2,283 shares; 2025Q4: 1,635 shares; 2026Q1: 2,885 shares 2,885 $665K 0.02% +1,250 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: 10,738 shares; 2024Q4: 13,149 shares; 2025Q1: 15 shares; 2025Q2: 403 shares; 2025Q3: 8,786 shares; 2025Q4: 6,538 shares; 2026Q1: 6,038 shares 6,038 $662K 0.02% -500 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,717 shares; 2024Q4: 22,767 shares; 2025Q1: 20,360 shares; 2025Q2: 20,546 shares; 2025Q3: 19,641 shares; 2025Q4: 21,560 shares; 2026Q1: 19,727 shares 19,727 $661K 0.02% -1,833 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: 924 shares; 2024Q4: 1,452 shares; 2025Q1: 1,349 shares; 2025Q2: 847 shares; 2025Q3: 6,807 shares; 2025Q4: 4,023 shares; 2026Q1: 5,863 shares 5,863 $659K 0.02% +1,840 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: 1,459 shares; 2024Q4: 3,010 shares; 2025Q1: 3,515 shares; 2025Q2: 5,453 shares; 2025Q3: 14,217 shares; 2025Q4: 12,236 shares; 2026Q1: 12,184 shares 12,184 $659K 0.02% -52 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: 15,892 shares; 2024Q4: 11,678 shares; 2025Q1: 12,487 shares; 2025Q2: 11,702 shares; 2025Q3: 11,302 shares; 2025Q4: 8,859 shares; 2026Q1: 7,871 shares 7,871 $658K 0.02% -988 Timeline ENOR ISHARES 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: 17,643 shares 17,643 $652K 0.02% new 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: 2,673 shares; 2024Q4: 2,355 shares; 2025Q1: 4,367 shares; 2025Q2: 4,326 shares; 2025Q3: 3,779 shares; 2025Q4: 2,635 shares; 2026Q1: 2,584 shares 2,584 $648K 0.02% -51 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 5,059 shares; 2025Q1: 4,241 shares; 2025Q2: 9,968 shares; 2025Q3: 9,940 shares; 2025Q4: 9,615 shares; 2026Q1: 7,613 shares 7,613 $646K 0.02% -2,002 Timeline VRE VERIS RESIDENTIAL INC More: the full row for VERIS RESIDENTIAL 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: 15,750 shares; 2025Q3: not reported; 2025Q4: 21,147 shares; 2026Q1: 34,104 shares 34,104 $644K 0.02% +12,957 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: 14,266 shares; 2024Q4: 14,235 shares; 2025Q1: 16,878 shares; 2025Q2: 18,408 shares; 2025Q3: 27,865 shares; 2025Q4: 10,925 shares; 2026Q1: 11,642 shares 11,642 $643K 0.02% +717 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 4,616 shares; 2025Q1: 2,822 shares; 2025Q2: 2,827 shares; 2025Q3: 2,819 shares; 2025Q4: 2,965 shares; 2026Q1: 2,763 shares 2,763 $635K 0.02% -202 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,833 shares 5,833 $634K 0.02% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,453 shares 5,453 $633K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,056 shares; 2025Q4: 2,584 shares; 2026Q1: 2,241 shares 2,241 $631K 0.02% -343 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 6,548 shares; 2025Q1: 6,231 shares; 2025Q2: 4,880 shares; 2025Q3: 7,637 shares; 2025Q4: 8,547 shares; 2026Q1: 8,823 shares 8,823 $629K 0.02% +276 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,921 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,156 shares; 2025Q3: 5,296 shares; 2025Q4: 5,069 shares; 2026Q1: 4,786 shares 4,786 $627K 0.02% -283 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: 6,204 shares; 2024Q4: 9,505 shares; 2025Q1: 7,689 shares; 2025Q2: 7,313 shares; 2025Q3: 10,153 shares; 2025Q4: 10,271 shares; 2026Q1: 6,861 shares 6,861 $625K 0.02% -3,410 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: 1,610 shares; 2024Q4: 1,630 shares; 2025Q1: 2,001 shares; 2025Q2: 2,916 shares; 2025Q3: 3,086 shares; 2025Q4: 2,991 shares; 2026Q1: 2,993 shares 2,993 $622K 0.02% +2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 1,145 shares; 2025Q1: 583 shares; 2025Q2: 593 shares; 2025Q3: 627 shares; 2025Q4: 1,532 shares; 2026Q1: 1,314 shares 1,314 $622K 0.02% -218 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: 4,298 shares; 2024Q4: 4,139 shares; 2025Q1: 2,177 shares; 2025Q2: 2,986 shares; 2025Q3: 5,150 shares; 2025Q4: 5,455 shares; 2026Q1: 13,382 shares 13,382 $622K 0.02% +7,927 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: 122 shares; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 362 shares; 2026Q1: 2,834 shares 2,834 $620K 0.02% +2,472 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,028 shares 11,028 $618K 0.02% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,937 shares 19,937 $617K 0.02% new 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: 18,615 shares; 2025Q1: 5,268 shares; 2025Q2: 2,840 shares; 2025Q3: 3,453 shares; 2025Q4: 3,444 shares; 2026Q1: 4,989 shares 4,989 $613K 0.02% +1,545 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 14,644 shares; 2025Q1: 10,067 shares; 2025Q2: 13,727 shares; 2025Q3: 8,637 shares; 2025Q4: 9,804 shares; 2026Q1: 11,724 shares 11,724 $609K 0.02% +1,920 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: 1,527 shares; 2024Q4: 2,728 shares; 2025Q1: 2,135 shares; 2025Q2: 2,823 shares; 2025Q3: 3,138 shares; 2025Q4: 3,119 shares; 2026Q1: 3,334 shares 3,334 $608K 0.02% +215 Timeline GWX 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: 77,619 shares; 2024Q4: 82,166 shares; 2025Q1: 16,865 shares; 2025Q2: 15,879 shares; 2025Q3: 15,079 shares; 2025Q4: 15,387 shares; 2026Q1: 14,397 shares 14,397 $608K 0.02% -990 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,172 shares; 2024Q4: 31,298 shares; 2025Q1: 28,343 shares; 2025Q2: 24,274 shares; 2025Q3: 37,490 shares; 2025Q4: 39,439 shares; 2026Q1: 36,624 shares 36,624 $602K 0.02% -2,815 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: 32,628 shares; 2024Q4: 25,022 shares; 2025Q1: 4,025 shares; 2025Q2: 3,599 shares; 2025Q3: 1,143 shares; 2025Q4: 1,936 shares; 2026Q1: 1,040 shares 1,040 $600K 0.02% -896 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,026 shares; 2024Q4: 27,280 shares; 2025Q1: 25,770 shares; 2025Q2: 27,234 shares; 2025Q3: 26,773 shares; 2025Q4: 28,865 shares; 2026Q1: 24,130 shares 24,130 $600K 0.02% -4,735 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,248 shares; 2025Q1: 1,328 shares; 2025Q2: 2,176 shares; 2025Q3: 3,583 shares; 2025Q4: 4,053 shares; 2026Q1: 3,459 shares 3,459 $595K 0.02% -594 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: 5,597 shares; 2024Q4: 7,390 shares; 2025Q1: 6,147 shares; 2025Q2: 5,616 shares; 2025Q3: 5,250 shares; 2025Q4: 5,383 shares; 2026Q1: 5,417 shares 5,417 $594K 0.02% +34 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,706 shares; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 4,599 shares; 2025Q4: 4,516 shares; 2026Q1: 4,815 shares 4,815 $594K 0.02% +299 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: 322 shares; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares 2,538 $592K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,098 shares; 2025Q1: 571 shares; 2025Q2: 590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,419 shares 2,419 $591K 0.02% new 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: 3,643 shares; 2024Q4: 3,613 shares; 2025Q1: 2,840 shares; 2025Q2: 5,894 shares; 2025Q3: 5,964 shares; 2025Q4: 6,277 shares; 2026Q1: 7,867 shares 7,867 $586K 0.02% +1,590 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,588 shares; 2025Q1: 2,306 shares; 2025Q2: 2,560 shares; 2025Q3: 2,608 shares; 2025Q4: 2,429 shares; 2026Q1: 2,035 shares 2,035 $584K 0.02% -394 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,276 shares; 2025Q1: 3,979 shares; 2025Q2: 3,901 shares; 2025Q3: 3,987 shares; 2025Q4: 3,884 shares; 2026Q1: 3,431 shares 3,431 $580K 0.02% -453 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,286 shares 9,286 $579K 0.02% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,895 shares; 2025Q3: 6,663 shares; 2025Q4: 6,316 shares; 2026Q1: 6,348 shares 6,348 $575K 0.02% +32 Timeline PTLC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,933 shares 10,933 $574K 0.02% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 23,038 shares; 2025Q1: 25,207 shares; 2025Q2: 28,794 shares; 2025Q3: 23,647 shares; 2025Q4: 27,726 shares; 2026Q1: 23,288 shares 23,288 $569K 0.02% -4,438 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 7,941 shares; 2025Q1: 8,003 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,624 shares; 2026Q1: 4,746 shares 4,746 $567K 0.02% -878 Timeline QUS 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: 37,470 shares; 2024Q4: 7,494 shares; 2025Q1: 7,340 shares; 2025Q2: 7,214 shares; 2025Q3: 6,964 shares; 2025Q4: 3,634 shares; 2026Q1: 3,301 shares 3,301 $567K 0.02% -333 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 2,268 shares; 2025Q1: 1,979 shares; 2025Q2: 2,107 shares; 2025Q3: 4,681 shares; 2025Q4: 4,036 shares; 2026Q1: 4,272 shares 4,272 $559K 0.02% +236 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,173 shares; 2025Q3: 51,996 shares; 2025Q4: 14,058 shares; 2026Q1: 16,840 shares 16,840 $555K 0.02% +2,782 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: 33,357 shares; 2024Q4: 71,946 shares; 2025Q1: 4,847 shares; 2025Q2: 7,636 shares; 2025Q3: 8,300 shares; 2025Q4: 5,154 shares; 2026Q1: 5,796 shares 5,796 $555K 0.02% +642 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: 995 shares; 2024Q4: 924 shares; 2025Q1: 868 shares; 2025Q2: 1,021 shares; 2025Q3: not reported; 2025Q4: 551 shares; 2026Q1: 1,444 shares 1,444 $554K 0.02% +893 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 6,422 shares; 2025Q1: 4,135 shares; 2025Q2: 3,859 shares; 2025Q3: 3,470 shares; 2025Q4: not reported; 2026Q1: 4,568 shares 4,568 $554K 0.02% new 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: 5,348 shares; 2024Q4: 6,795 shares; 2025Q1: 3,994 shares; 2025Q2: 5,291 shares; 2025Q3: 4,165 shares; 2025Q4: 4,475 shares; 2026Q1: 3,810 shares 3,810 $551K 0.02% -665 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 287 shares; 2025Q1: 325 shares; 2025Q2: 137 shares; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 503 shares 503 $550K 0.02% +281 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS 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: 17,296 shares 17,296 $550K 0.02% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,265 shares; 2025Q2: 16,101 shares; 2025Q3: 44,909 shares; 2025Q4: 13,666 shares; 2026Q1: 15,172 shares 15,172 $550K 0.02% +1,506 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 3,246 shares 3,246 $548K 0.02% +1,748 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: 5,927 shares; 2024Q4: 5,551 shares; 2025Q1: 4,545 shares; 2025Q2: 2,594 shares; 2025Q3: 2,655 shares; 2025Q4: 2,563 shares; 2026Q1: 2,304 shares 2,304 $544K 0.02% -259 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: 2,605 shares; 2024Q4: 1,313 shares; 2025Q1: 1,043 shares; 2025Q2: 954 shares; 2025Q3: 1,018 shares; 2025Q4: 1,010 shares; 2026Q1: 1,207 shares 1,207 $539K 0.02% +197 Timeline BSTP 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: 14,950 shares 14,950 $538K 0.02% new 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: 4,581 shares; 2024Q4: 4,206 shares; 2025Q1: 3,295 shares; 2025Q2: 3,759 shares; 2025Q3: 3,667 shares; 2025Q4: 3,704 shares; 2026Q1: 2,642 shares 2,642 $537K 0.02% -1,062 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: 12,993 shares; 2024Q4: 12,259 shares; 2025Q1: 1,534 shares; 2025Q2: 12,665 shares; 2025Q3: 13,094 shares; 2025Q4: 1,062 shares; 2026Q1: 1,237 shares 1,237 $532K 0.02% +175 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: 10,791 shares; 2024Q4: 4,210 shares; 2025Q1: 15,399 shares; 2025Q2: 15,148 shares; 2025Q3: 17,717 shares; 2025Q4: 9,982 shares; 2026Q1: 10,611 shares 10,611 $529K 0.02% +629 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,067 shares; 2025Q1: 880 shares; 2025Q2: 1,281 shares; 2025Q3: 1,193 shares; 2025Q4: 1,199 shares; 2026Q1: 1,267 shares 1,267 $528K 0.02% +68 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 3,072 shares; 2025Q1: 1,808 shares; 2025Q2: 1,798 shares; 2025Q3: 2,708 shares; 2025Q4: 2,738 shares; 2026Q1: 2,669 shares 2,669 $528K 0.02% -69 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,567 shares 11,567 $525K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,213 shares; 2024Q4: 20,855 shares; 2025Q1: 20,900 shares; 2025Q2: 20,914 shares; 2025Q3: 93,517 shares; 2025Q4: 94,898 shares; 2026Q1: 102,725 shares 102,725 $517K 0.02% +7,827 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 790 shares; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 9,509 shares; 2025Q4: 11,206 shares; 2026Q1: 10,558 shares 10,558 $517K 0.02% -648 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 16,953 shares; 2025Q1: 7,447 shares; 2025Q2: 50,889 shares; 2025Q3: 59,045 shares; 2025Q4: 23,346 shares; 2026Q1: 4,604 shares 4,604 $516K 0.02% -18,742 Timeline QLTA ISHARES 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: 39 shares; 2025Q2: not reported; 2025Q3: 14,030 shares; 2025Q4: 10,077 shares; 2026Q1: 10,783 shares 10,783 $513K 0.02% +706 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,823 shares; 2025Q1: 1,221 shares; 2025Q2: 1,324 shares; 2025Q3: 1,264 shares; 2025Q4: 1,310 shares; 2026Q1: 1,718 shares 1,718 $508K 0.02% +408 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 28,058 shares; 2025Q3: 26,451 shares; 2025Q4: 23,580 shares; 2026Q1: 24,232 shares 24,232 $503K 0.02% +652 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: 868 shares; 2024Q4: 776 shares; 2025Q1: 369 shares; 2025Q2: 380 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,721 shares 1,721 $502K 0.02% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 5,111 shares; 2025Q1: 3,049 shares; 2025Q2: 3,418 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $498K 0.02% new 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: 5,062 shares; 2024Q4: 4,984 shares; 2025Q1: 2,182 shares; 2025Q2: 16,104 shares; 2025Q3: 3,826 shares; 2025Q4: 4,188 shares; 2026Q1: 6,909 shares 6,909 $496K 0.02% +2,721 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,665 shares; 2025Q4: 16,985 shares; 2026Q1: 20,350 shares 20,350 $493K 0.02% +3,365 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,797 shares; 2025Q1: 1,599 shares; 2025Q2: 1,753 shares; 2025Q3: 1,620 shares; 2025Q4: 1,509 shares; 2026Q1: 1,127 shares 1,127 $489K 0.02% -382 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,516 shares; 2025Q3: 6,582 shares; 2025Q4: 8,584 shares; 2026Q1: 7,926 shares 7,926 $486K 0.02% -658 Timeline SPTS 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: 60,294 shares; 2024Q4: 39,030 shares; 2025Q1: 38,274 shares; 2025Q2: 36,967 shares; 2025Q3: 35,816 shares; 2025Q4: 28,166 shares; 2026Q1: 16,577 shares 16,577 $484K 0.02% -11,589 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: 668 shares; 2024Q4: 1,850 shares; 2025Q1: 4,057 shares; 2025Q2: 1,289 shares; 2025Q3: 1,263 shares; 2025Q4: 1,493 shares; 2026Q1: 1,398 shares 1,398 $483K 0.02% -95 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,905 shares 11,905 $482K 0.02% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 2,539 shares; 2025Q1: 2,647 shares; 2025Q2: 4,886 shares; 2025Q3: 5,847 shares; 2025Q4: 7,392 shares; 2026Q1: 6,298 shares 6,298 $475K 0.02% -1,094 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: 7,763 shares; 2024Q4: 6,284 shares; 2025Q1: 4,218 shares; 2025Q2: 4,462 shares; 2025Q3: 4,689 shares; 2025Q4: 4,330 shares; 2026Q1: 4,865 shares 4,865 $470K 0.02% +535 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 11,450 shares; 2025Q1: 9,472 shares; 2025Q2: 6,597 shares; 2025Q3: 5,442 shares; 2025Q4: 5,520 shares; 2026Q1: 7,429 shares 7,429 $466K 0.02% +1,909 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,349 shares; 2025Q1: 4,192 shares; 2025Q2: 3,460 shares; 2025Q3: 3,575 shares; 2025Q4: 3,582 shares; 2026Q1: 3,792 shares 3,792 $463K 0.02% +210 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 990 shares; 2025Q3: 2,326 shares; 2025Q4: 2,061 shares; 2026Q1: 2,634 shares 2,634 $463K 0.02% +573 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: 5,047 shares; 2024Q4: 8,138 shares; 2025Q1: 9,063 shares; 2025Q2: 7,178 shares; 2025Q3: 4,878 shares; 2025Q4: 4,929 shares; 2026Q1: 4,341 shares 4,341 $461K 0.02% -588 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: 3,182 shares; 2024Q4: 3,057 shares; 2025Q1: 2,068 shares; 2025Q2: 2,085 shares; 2025Q3: 2,074 shares; 2025Q4: 2,055 shares; 2026Q1: 2,186 shares 2,186 $457K 0.02% +131 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,736 shares; 2025Q2: 12,138 shares; 2025Q3: 8,037 shares; 2025Q4: 10,426 shares; 2026Q1: 14,217 shares 14,217 $452K 0.02% +3,791 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: 13,460 shares; 2024Q4: 4,311 shares; 2025Q1: 4,453 shares; 2025Q2: 4,773 shares; 2025Q3: 5,148 shares; 2025Q4: 5,240 shares; 2026Q1: 4,799 shares 4,799 $449K 0.02% -441 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: 6,306 shares; 2024Q4: 5,469 shares; 2025Q1: 1,699 shares; 2025Q2: 2,179 shares; 2025Q3: 3,953 shares; 2025Q4: 6,004 shares; 2026Q1: 3,765 shares 3,765 $447K 0.02% -2,239 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 854 shares 854 $446K 0.02% +418 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,764 shares; 2025Q1: 3,953 shares; 2025Q2: 4,389 shares; 2025Q3: 7,343 shares; 2025Q4: 6,947 shares; 2026Q1: 6,511 shares 6,511 $443K 0.02% -436 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: 6,226 shares; 2024Q4: 3,185 shares; 2025Q1: 4,432 shares; 2025Q2: 5,676 shares; 2025Q3: 9,236 shares; 2025Q4: 7,975 shares; 2026Q1: 6,459 shares 6,459 $441K 0.02% -1,516 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: 14,392 shares; 2024Q4: 13,171 shares; 2025Q1: 4,548 shares; 2025Q2: 3,456 shares; 2025Q3: 2,916 shares; 2025Q4: 3,150 shares; 2026Q1: 4,729 shares 4,729 $439K 0.02% +1,579 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,354 shares; 2024Q4: 28,709 shares; 2025Q1: 27,218 shares; 2025Q2: 26,624 shares; 2025Q3: 25,900 shares; 2025Q4: 29,885 shares; 2026Q1: 25,710 shares 25,710 $437K 0.02% -4,175 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 2,086 shares; 2025Q1: 1,973 shares; 2025Q2: 1,833 shares; 2025Q3: 1,776 shares; 2025Q4: 1,744 shares; 2026Q1: 2,009 shares 2,009 $435K 0.02% +265 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: 514 shares; 2024Q4: 1,126 shares; 2025Q1: 1,014 shares; 2025Q2: 922 shares; 2025Q3: 1,717 shares; 2025Q4: 3,206 shares; 2026Q1: 3,440 shares 3,440 $432K 0.02% +234 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,915 shares; 2026Q1: 8,918 shares 8,918 $431K 0.02% -997 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: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares; 2026Q1: 6,051 shares 6,051 $429K 0.02% +833 Timeline