DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,152 shares; 2024Q4: 213,602 shares; 2025Q1: 213,602 shares; 2025Q2: 156,255 shares; 2025Q3: 167,316 shares; 2025Q4: 193,922 shares; 2026Q1: 221,686 shares 221,686 $10M 3.45% +27,764 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: 191,043 shares; 2024Q4: 198,796 shares; 2025Q1: 198,796 shares; 2025Q2: 211,329 shares; 2025Q3: 208,850 shares; 2025Q4: 204,969 shares; 2026Q1: 227,236 shares 227,236 $8.85M 3.05% +22,267 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: 45,964 shares; 2024Q4: 52,108 shares; 2025Q1: 52,108 shares; 2025Q2: 64,432 shares; 2025Q3: 76,059 shares; 2025Q4: 87,112 shares; 2026Q1: 98,791 shares 98,791 $7.27M 2.51% +11,679 Timeline FPE 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: 333,094 shares; 2024Q4: 344,840 shares; 2025Q1: 344,840 shares; 2025Q2: 359,087 shares; 2025Q3: 389,324 shares; 2025Q4: 402,441 shares; 2026Q1: 403,225 shares 403,225 $7.16M 2.47% +784 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,258 shares; 2024Q4: 107,364 shares; 2025Q1: 107,364 shares; 2025Q2: 110,292 shares; 2025Q3: 110,329 shares; 2025Q4: 113,238 shares; 2026Q1: 119,689 shares 119,689 $6.32M 2.18% +6,451 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: 24,143 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 24,079 shares; 2025Q3: 24,244 shares; 2025Q4: 21,611 shares; 2026Q1: 22,363 shares 22,363 $4.86M 1.68% +752 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: 24,286 shares; 2024Q4: 24,441 shares; 2025Q1: 24,441 shares; 2025Q2: 24,053 shares; 2025Q3: 24,555 shares; 2025Q4: 23,964 shares; 2026Q1: 23,868 shares 23,868 $4.68M 1.61% -96 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: 11,347 shares; 2024Q4: 11,195 shares; 2025Q1: 11,195 shares; 2025Q2: 6,926 shares; 2025Q3: 6,360 shares; 2025Q4: 6,599 shares; 2026Q1: 7,102 shares 7,102 $4.24M 1.46% +503 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,896 shares; 2024Q4: 48,591 shares; 2025Q1: 48,591 shares; 2025Q2: 45,518 shares; 2025Q3: 45,826 shares; 2025Q4: 44,564 shares; 2026Q1: 43,390 shares 43,390 $4.21M 1.45% -1,174 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,632 shares; 2024Q4: 50,351 shares; 2025Q1: 50,351 shares; 2025Q2: 50,849 shares; 2025Q3: 51,702 shares; 2025Q4: 52,696 shares; 2026Q1: 57,292 shares 57,292 $4.08M 1.41% +4,596 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: 11,657 shares; 2024Q4: 12,752 shares; 2025Q1: 12,752 shares; 2025Q2: 10,680 shares; 2025Q3: 10,503 shares; 2025Q4: 9,453 shares; 2026Q1: 9,309 shares 9,309 $4.07M 1.4% -144 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,619 shares; 2024Q4: 91,657 shares; 2025Q1: 91,657 shares; 2025Q2: 90,229 shares; 2025Q3: 89,557 shares; 2025Q4: 98,716 shares; 2026Q1: 113,320 shares 113,320 $4.05M 1.4% +14,604 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: 14,763 shares; 2024Q4: 14,296 shares; 2025Q1: 14,296 shares; 2025Q2: 14,730 shares; 2025Q3: 14,807 shares; 2025Q4: 13,115 shares; 2026Q1: 14,281 shares 14,281 $3.74M 1.29% +1,166 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,894 shares; 2024Q4: 30,276 shares; 2025Q1: 30,276 shares; 2025Q2: 29,029 shares; 2025Q3: 28,109 shares; 2025Q4: 27,711 shares; 2026Q1: 27,604 shares 27,604 $3.66M 1.26% -107 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: 26,762 shares; 2024Q4: 26,113 shares; 2025Q1: 26,113 shares; 2025Q2: 26,708 shares; 2025Q3: 26,297 shares; 2025Q4: 24,443 shares; 2026Q1: 24,376 shares 24,376 $3.47M 1.2% -67 Timeline MGV 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: 23,969 shares; 2024Q4: 24,708 shares; 2025Q1: 24,708 shares; 2025Q2: 24,857 shares; 2025Q3: 24,871 shares; 2025Q4: 23,802 shares; 2026Q1: 23,857 shares 23,857 $3.46M 1.19% +55 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: 42,642 shares; 2024Q4: 43,711 shares; 2025Q1: 43,711 shares; 2025Q2: 44,037 shares; 2025Q3: 46,136 shares; 2025Q4: 44,192 shares; 2026Q1: 42,270 shares 42,270 $3.35M 1.16% -1,922 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,292 shares; 2024Q4: 75,340 shares; 2025Q1: 75,340 shares; 2025Q2: 106,229 shares; 2025Q3: 121,555 shares; 2025Q4: 136,955 shares; 2026Q1: 143,152 shares 143,152 $3.32M 1.14% +6,197 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 7,988 shares; 2025Q1: 7,988 shares; 2025Q2: 8,078 shares; 2025Q3: 8,052 shares; 2025Q4: 7,776 shares; 2026Q1: 7,724 shares 7,724 $3.29M 1.14% -52 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: 36,199 shares; 2024Q4: 39,717 shares; 2025Q1: 39,717 shares; 2025Q2: 45,187 shares; 2025Q3: 51,680 shares; 2025Q4: 61,387 shares; 2026Q1: 77,512 shares 77,512 $3.27M 1.13% +16,125 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,024 shares; 2024Q4: 117,134 shares; 2025Q1: 117,134 shares; 2025Q2: 92,236 shares; 2025Q3: 86,876 shares; 2025Q4: 86,415 shares; 2026Q1: 94,409 shares 94,409 $3.2M 1.1% +7,994 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,227 shares; 2024Q4: 66,717 shares; 2025Q1: 66,717 shares; 2025Q2: 66,509 shares; 2025Q3: 64,228 shares; 2025Q4: 64,356 shares; 2026Q1: 64,955 shares 64,955 $3.15M 1.09% +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: 56,893 shares; 2024Q4: 55,986 shares; 2025Q1: 55,986 shares; 2025Q2: 67,540 shares; 2025Q3: 65,249 shares; 2025Q4: 71,340 shares; 2026Q1: 82,493 shares 82,493 $3.03M 1.05% +11,153 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: 7,966 shares; 2024Q4: 8,114 shares; 2025Q1: 8,114 shares; 2025Q2: 8,460 shares; 2025Q3: 8,268 shares; 2025Q4: 7,783 shares; 2026Q1: 7,045 shares 7,045 $3.03M 1.05% -738 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,854 shares; 2024Q4: 81,748 shares; 2025Q1: 81,748 shares; 2025Q2: 83,522 shares; 2025Q3: 75,928 shares; 2025Q4: 75,444 shares; 2026Q1: 76,571 shares 76,571 $3.02M 1.04% +1,127 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,543 shares; 2024Q4: 96,316 shares; 2025Q1: 96,316 shares; 2025Q2: 92,113 shares; 2025Q3: 97,622 shares; 2025Q4: 108,528 shares; 2026Q1: 125,831 shares 125,831 $2.98M 1.03% +17,303 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,704 shares; 2025Q1: 22,704 shares; 2025Q2: 53,392 shares; 2025Q3: 78,984 shares; 2025Q4: 110,365 shares; 2026Q1: 131,052 shares 131,052 $2.93M 1.01% +20,687 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: 10,982 shares; 2024Q4: 11,567 shares; 2025Q1: 11,567 shares; 2025Q2: 11,407 shares; 2025Q3: 11,092 shares; 2025Q4: 9,431 shares; 2026Q1: 9,797 shares 9,797 $2.93M 1.01% +366 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: 14,855 shares; 2024Q4: 14,743 shares; 2025Q1: 14,743 shares; 2025Q2: 14,653 shares; 2025Q3: 14,171 shares; 2025Q4: 14,052 shares; 2026Q1: 13,782 shares 13,782 $2.91M 1% -270 Timeline DFEV 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: 70,754 shares; 2024Q4: 75,921 shares; 2025Q1: 75,921 shares; 2025Q2: 84,609 shares; 2025Q3: 84,277 shares; 2025Q4: 82,303 shares; 2026Q1: 81,022 shares 81,022 $2.9M 1% -1,281 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: 8,063 shares; 2024Q4: 8,892 shares; 2025Q1: 8,892 shares; 2025Q2: 8,075 shares; 2025Q3: 8,643 shares; 2025Q4: 8,645 shares; 2026Q1: 9,036 shares 9,036 $2.9M 1% +391 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: 34,283 shares; 2024Q4: 35,253 shares; 2025Q1: 35,253 shares; 2025Q2: 32,239 shares; 2025Q3: 32,778 shares; 2025Q4: 31,877 shares; 2026Q1: 30,546 shares 30,546 $2.85M 0.98% -1,331 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,183 shares; 2024Q4: 22,902 shares; 2025Q1: 22,902 shares; 2025Q2: 28,111 shares; 2025Q3: 33,982 shares; 2025Q4: 33,923 shares; 2026Q1: 34,210 shares 34,210 $2.83M 0.98% +287 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: 19,348 shares; 2024Q4: 21,396 shares; 2025Q1: 21,396 shares; 2025Q2: 11,998 shares; 2025Q3: 12,003 shares; 2025Q4: 11,278 shares; 2026Q1: 11,105 shares 11,105 $2.82M 0.97% -173 Timeline EMLP 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: 65,592 shares; 2024Q4: 65,110 shares; 2025Q1: 65,319 shares; 2025Q2: 65,137 shares; 2025Q3: 64,600 shares; 2025Q4: 64,015 shares; 2026Q1: 61,811 shares 61,811 $2.7M 0.93% -2,204 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: 18,394 shares; 2024Q4: 11,601 shares; 2025Q1: 11,601 shares; 2025Q2: 10,660 shares; 2025Q3: 10,038 shares; 2025Q4: 9,164 shares; 2026Q1: 9,336 shares 9,336 $2.68M 0.92% +172 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: 21,613 shares; 2024Q4: 20,835 shares; 2025Q1: 20,835 shares; 2025Q2: 17,418 shares; 2025Q3: 16,930 shares; 2025Q4: 16,034 shares; 2026Q1: 14,962 shares 14,962 $2.61M 0.9% -1,072 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,012 shares; 2024Q4: 28,874 shares; 2025Q1: 28,874 shares; 2025Q2: 30,496 shares; 2025Q3: 29,770 shares; 2025Q4: 29,368 shares; 2026Q1: 29,479 shares 29,479 $2.61M 0.9% +111 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,630 shares; 2024Q4: 77,626 shares; 2025Q1: 77,626 shares; 2025Q2: 73,753 shares; 2025Q3: 65,403 shares; 2025Q4: 56,150 shares; 2026Q1: 51,076 shares 51,076 $2.6M 0.9% -5,074 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: 39,508 shares; 2024Q4: 42,058 shares; 2025Q1: 42,058 shares; 2025Q2: 43,331 shares; 2025Q3: 43,940 shares; 2025Q4: 40,417 shares; 2026Q1: 40,096 shares 40,096 $2.35M 0.81% -321 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: 23,871 shares; 2024Q4: 23,743 shares; 2025Q1: 23,743 shares; 2025Q2: 23,922 shares; 2025Q3: 22,407 shares; 2025Q4: 20,700 shares; 2026Q1: 21,382 shares 21,382 $2.35M 0.81% +682 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 22,970 shares; 2025Q1: 22,970 shares; 2025Q2: 20,257 shares; 2025Q3: 20,337 shares; 2025Q4: 19,105 shares; 2026Q1: 19,129 shares 19,129 $2.27M 0.78% +24 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,641 shares; 2025Q1: 4,641 shares; 2025Q2: 3,759 shares; 2025Q3: 3,666 shares; 2025Q4: 3,756 shares; 2026Q1: 3,457 shares 3,457 $2.26M 0.78% -299 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,857 shares; 2024Q4: 36,516 shares; 2025Q1: 36,516 shares; 2025Q2: 36,422 shares; 2025Q3: 35,567 shares; 2025Q4: 34,384 shares; 2026Q1: 35,904 shares 35,904 $2.24M 0.77% +1,520 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,467 shares; 2024Q4: 54,273 shares; 2025Q1: 54,273 shares; 2025Q2: 53,766 shares; 2025Q3: 51,481 shares; 2025Q4: 47,610 shares; 2026Q1: 47,093 shares 47,093 $2.18M 0.75% -517 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,562 shares; 2024Q4: 22,819 shares; 2025Q1: 22,819 shares; 2025Q2: 22,318 shares; 2025Q3: 22,125 shares; 2025Q4: 22,125 shares; 2026Q1: 21,581 shares 21,581 $2.17M 0.75% -544 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,706 shares; 2024Q4: 26,972 shares; 2025Q1: 26,972 shares; 2025Q2: 32,031 shares; 2025Q3: 33,545 shares; 2025Q4: 33,885 shares; 2026Q1: 35,970 shares 35,970 $2.14M 0.74% +2,085 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 16,867 shares; 2025Q1: 16,867 shares; 2025Q2: 21,589 shares; 2025Q3: 22,074 shares; 2025Q4: 21,166 shares; 2026Q1: 27,735 shares 27,735 $2.09M 0.72% +6,569 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 9,805 shares; 2025Q1: 9,805 shares; 2025Q2: 9,317 shares; 2025Q3: 9,762 shares; 2025Q4: 9,764 shares; 2026Q1: 9,741 shares 9,741 $2.08M 0.72% -23 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,372 shares; 2024Q4: 63,588 shares; 2025Q1: 63,588 shares; 2025Q2: 54,252 shares; 2025Q3: 52,819 shares; 2025Q4: 54,094 shares; 2026Q1: 60,386 shares 60,386 $1.95M 0.67% +6,292 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: 30,086 shares; 2024Q4: 29,770 shares; 2025Q1: 29,770 shares; 2025Q2: 28,054 shares; 2025Q3: 30,602 shares; 2025Q4: 29,444 shares; 2026Q1: 28,736 shares 28,736 $1.94M 0.67% -708 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,644 shares; 2024Q4: 25,946 shares; 2025Q1: 25,946 shares; 2025Q2: 21,520 shares; 2025Q3: 20,139 shares; 2025Q4: 19,616 shares; 2026Q1: 20,350 shares 20,350 $1.92M 0.66% +734 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,024 shares; 2024Q4: 68,666 shares; 2025Q1: 68,666 shares; 2025Q2: 40,084 shares; 2025Q3: 40,093 shares; 2025Q4: 40,100 shares; 2026Q1: 39,961 shares 39,961 $1.88M 0.65% -139 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,991 shares; 2024Q4: 27,838 shares; 2025Q1: 27,838 shares; 2025Q2: 27,860 shares; 2025Q3: 27,891 shares; 2025Q4: 27,123 shares; 2026Q1: 26,394 shares 26,394 $1.87M 0.65% -729 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,753 shares; 2024Q4: 64,044 shares; 2025Q1: 64,044 shares; 2025Q2: 61,192 shares; 2025Q3: 56,574 shares; 2025Q4: 55,936 shares; 2026Q1: 55,554 shares 55,554 $1.87M 0.65% -382 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,162 shares; 2024Q4: 49,756 shares; 2025Q1: 49,756 shares; 2025Q2: 50,320 shares; 2025Q3: 45,981 shares; 2025Q4: 43,506 shares; 2026Q1: 44,337 shares 44,337 $1.85M 0.64% +831 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: 17,219 shares; 2024Q4: 17,219 shares; 2025Q1: 17,219 shares; 2025Q2: 18,226 shares; 2025Q3: 18,298 shares; 2025Q4: 20,426 shares; 2026Q1: 20,654 shares 20,654 $1.79M 0.62% +228 Timeline VPU 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: 8,140 shares; 2024Q4: 8,179 shares; 2025Q1: 8,179 shares; 2025Q2: 7,849 shares; 2025Q3: 7,915 shares; 2025Q4: 7,758 shares; 2026Q1: 8,767 shares 8,767 $1.74M 0.6% +1,009 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 106,775 shares; 2026Q1: 101,277 shares 101,277 $1.68M 0.58% -5,498 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: 19,584 shares; 2024Q4: 19,604 shares; 2025Q1: 19,604 shares; 2025Q2: 20,427 shares; 2025Q3: 20,392 shares; 2025Q4: 20,419 shares; 2026Q1: 23,306 shares 23,306 $1.68M 0.58% +2,887 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: 21,857 shares; 2024Q4: 17,324 shares; 2025Q1: 17,324 shares; 2025Q2: 33,607 shares; 2025Q3: 37,027 shares; 2025Q4: 38,256 shares; 2026Q1: 45,797 shares 45,797 $1.63M 0.56% +7,541 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,696 shares; 2024Q4: 37,529 shares; 2025Q1: 37,529 shares; 2025Q2: 38,335 shares; 2025Q3: 37,051 shares; 2025Q4: 34,378 shares; 2026Q1: 32,450 shares 32,450 $1.62M 0.56% -1,928 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: 7,691 shares; 2024Q4: 7,697 shares; 2025Q1: 7,697 shares; 2025Q2: 4,176 shares; 2025Q3: 4,160 shares; 2025Q4: 4,180 shares; 2026Q1: 4,267 shares 4,267 $1.58M 0.54% +87 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: 28,194 shares; 2024Q4: 30,232 shares; 2025Q1: 30,232 shares; 2025Q2: 34,168 shares; 2025Q3: 37,731 shares; 2025Q4: 40,673 shares; 2026Q1: 44,553 shares 44,553 $1.56M 0.54% +3,880 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: 8,688 shares; 2024Q4: 15,053 shares; 2025Q1: 15,053 shares; 2025Q2: 16,144 shares; 2025Q3: 15,451 shares; 2025Q4: 15,096 shares; 2026Q1: 15,082 shares 15,082 $1.56M 0.54% -14 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 14,698 shares; 2025Q1: 14,698 shares; 2025Q2: 11,912 shares; 2025Q3: 11,529 shares; 2025Q4: 11,536 shares; 2026Q1: 10,427 shares 10,427 $1.54M 0.53% -1,109 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: 21,488 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 20,282 shares; 2025Q3: 19,745 shares; 2025Q4: 18,491 shares; 2026Q1: 22,744 shares 22,744 $1.46M 0.5% +4,253 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: 25,059 shares; 2024Q4: 27,648 shares; 2025Q1: 27,648 shares; 2025Q2: 25,867 shares; 2025Q3: 29,671 shares; 2025Q4: 29,441 shares; 2026Q1: 29,182 shares 29,182 $1.46M 0.5% -259 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,819 shares; 2024Q4: 26,875 shares; 2025Q1: 26,875 shares; 2025Q2: 31,278 shares; 2025Q3: 30,591 shares; 2025Q4: 23,837 shares; 2026Q1: 29,562 shares 29,562 $1.42M 0.49% +5,725 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,771 shares; 2024Q4: 50,514 shares; 2025Q1: 50,514 shares; 2025Q2: 49,807 shares; 2025Q3: 48,965 shares; 2025Q4: 40,141 shares; 2026Q1: 41,497 shares 41,497 $1.41M 0.49% +1,356 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: 22,415 shares; 2024Q4: 25,041 shares; 2025Q1: 25,041 shares; 2025Q2: 22,114 shares; 2025Q3: 24,897 shares; 2025Q4: 23,998 shares; 2026Q1: 28,721 shares 28,721 $1.38M 0.48% +4,723 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 13,684 shares; 2025Q4: 18,540 shares; 2026Q1: 24,753 shares 24,753 $1.37M 0.47% +6,213 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,683 shares; 2024Q4: 11,493 shares; 2025Q1: 11,493 shares; 2025Q2: 10,985 shares; 2025Q3: 10,984 shares; 2025Q4: 10,685 shares; 2026Q1: 10,685 shares 10,685 $1.37M 0.47% 0 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 8,284 shares; 2025Q1: 8,284 shares; 2025Q2: 9,245 shares; 2025Q3: 9,904 shares; 2025Q4: 10,167 shares; 2026Q1: 10,143 shares 10,143 $1.35M 0.47% -24 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,389 shares; 2025Q1: 11,389 shares; 2025Q2: 21,559 shares; 2025Q3: 27,915 shares; 2025Q4: 41,274 shares; 2026Q1: 61,977 shares 61,977 $1.34M 0.46% +20,703 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 49,741 shares; 2025Q1: 49,741 shares; 2025Q2: 40,814 shares; 2025Q3: 39,095 shares; 2025Q4: 37,917 shares; 2026Q1: 42,782 shares 42,782 $1.31M 0.45% +4,865 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 9,188 shares; 2025Q1: 9,188 shares; 2025Q2: 9,396 shares; 2025Q3: 9,830 shares; 2025Q4: 11,409 shares; 2026Q1: 11,102 shares 11,102 $1.22M 0.42% -307 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 23,742 shares; 2025Q1: 23,742 shares; 2025Q2: 21,436 shares; 2025Q3: 21,436 shares; 2025Q4: 21,095 shares; 2026Q1: 20,189 shares 20,189 $1.15M 0.4% -906 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: 3,596 shares; 2024Q4: 3,655 shares; 2025Q1: 3,655 shares; 2025Q2: 3,625 shares; 2025Q3: 3,632 shares; 2025Q4: 3,584 shares; 2026Q1: 3,536 shares 3,536 $1.09M 0.38% -48 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,434 shares; 2025Q3: 3,469 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares 3,469 $1.09M 0.38% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 8,078 shares; 2025Q1: 8,078 shares; 2025Q2: 8,006 shares; 2025Q3: 7,621 shares; 2025Q4: 7,271 shares; 2026Q1: 7,271 shares 7,271 $1.05M 0.36% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,216 shares; 2024Q4: 35,512 shares; 2025Q1: 35,512 shares; 2025Q2: 35,316 shares; 2025Q3: 31,039 shares; 2025Q4: 23,183 shares; 2026Q1: 20,399 shares 20,399 $1.02M 0.35% -2,784 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: 4,767 shares; 2024Q4: 10,496 shares; 2025Q1: 10,496 shares; 2025Q2: 11,087 shares; 2025Q3: 12,262 shares; 2025Q4: 12,861 shares; 2026Q1: 12,766 shares 12,766 $984K 0.34% -95 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,147 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 16,668 shares; 2025Q3: 16,078 shares; 2025Q4: 15,935 shares; 2026Q1: 15,932 shares 15,932 $982K 0.34% -3 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: 7,789 shares; 2024Q4: 7,512 shares; 2025Q1: 7,512 shares; 2025Q2: 6,581 shares; 2025Q3: 6,581 shares; 2025Q4: 6,441 shares; 2026Q1: 6,483 shares 6,483 $948K 0.33% +42 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,895 shares; 2024Q4: 37,854 shares; 2025Q1: 37,854 shares; 2025Q2: 38,756 shares; 2025Q3: 37,739 shares; 2025Q4: 34,888 shares; 2026Q1: 34,869 shares 34,869 $938K 0.32% -19 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,733 shares; 2026Q1: 12,542 shares 12,542 $937K 0.32% +7,809 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,639 shares; 2025Q1: 12,639 shares; 2025Q2: 13,247 shares; 2025Q3: 13,011 shares; 2025Q4: 14,616 shares; 2026Q1: 15,794 shares 15,794 $933K 0.32% +1,178 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 5,313 shares; 2025Q1: 5,313 shares; 2025Q2: 4,679 shares; 2025Q3: 4,774 shares; 2025Q4: 4,822 shares; 2026Q1: 4,898 shares 4,898 $903K 0.31% +76 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,243 shares; 2024Q4: 19,243 shares; 2025Q1: 19,243 shares; 2025Q2: 19,243 shares; 2025Q3: 19,243 shares; 2025Q4: 16,971 shares; 2026Q1: 16,971 shares 16,971 $859K 0.3% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 3,550 shares; 2025Q3: 3,413 shares; 2025Q4: 4,017 shares; 2026Q1: 10,936 shares 10,936 $857K 0.3% +6,919 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 19,682 shares; 2025Q1: 19,682 shares; 2025Q2: 24,119 shares; 2025Q3: 28,276 shares; 2025Q4: 28,919 shares; 2026Q1: 29,425 shares 29,425 $800K 0.28% +506 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 12,479 shares; 2025Q1: 12,479 shares; 2025Q2: 12,202 shares; 2025Q3: 11,112 shares; 2025Q4: 10,717 shares; 2026Q1: 11,111 shares 11,111 $780K 0.27% +394 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,529 shares; 2025Q3: 12,157 shares; 2025Q4: 11,150 shares; 2026Q1: 10,820 shares 10,820 $761K 0.26% -330 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,076 shares; 2024Q4: 19,347 shares; 2025Q1: 19,347 shares; 2025Q2: 18,362 shares; 2025Q3: 16,037 shares; 2025Q4: 15,658 shares; 2026Q1: 15,291 shares 15,291 $736K 0.25% -367 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: 15,511 shares; 2024Q4: 17,253 shares; 2025Q1: 17,253 shares; 2025Q2: 20,461 shares; 2025Q3: 20,098 shares; 2025Q4: 10,732 shares; 2026Q1: 14,727 shares 14,727 $721K 0.25% +3,995 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.25% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,751 shares; 2024Q4: 12,517 shares; 2025Q1: 12,517 shares; 2025Q2: 9,653 shares; 2025Q3: 7,809 shares; 2025Q4: 7,341 shares; 2026Q1: 6,938 shares 6,938 $718K 0.25% -403 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 9,711 shares; 2025Q1: 9,711 shares; 2025Q2: 12,447 shares; 2025Q3: 13,377 shares; 2025Q4: 13,708 shares; 2026Q1: 14,282 shares 14,282 $706K 0.24% +574 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: 7,191 shares; 2024Q4: 7,189 shares; 2025Q1: 7,189 shares; 2025Q2: 3,479 shares; 2025Q3: 3,424 shares; 2025Q4: 3,294 shares; 2026Q1: 3,299 shares 3,299 $687K 0.24% +5 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,216 shares 2,216 $670K 0.23% -41 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: 5,747 shares; 2024Q4: 5,702 shares; 2025Q1: 5,702 shares; 2025Q2: 5,001 shares; 2025Q3: 5,195 shares; 2025Q4: 5,220 shares; 2026Q1: 5,175 shares 5,175 $643K 0.22% -45 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: 18,251 shares; 2024Q4: 18,337 shares; 2025Q1: 18,337 shares; 2025Q2: 12,810 shares; 2025Q3: 12,886 shares; 2025Q4: 12,344 shares; 2026Q1: 11,787 shares 11,787 $637K 0.22% -557 Timeline EEMS 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: 2,195 shares; 2024Q4: 3,074 shares; 2025Q1: 3,074 shares; 2025Q2: 6,552 shares; 2025Q3: 7,598 shares; 2025Q4: 7,161 shares; 2026Q1: 9,150 shares 9,150 $633K 0.22% +1,989 Timeline CALF 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: 13,032 shares; 2024Q4: 13,382 shares; 2025Q1: 13,382 shares; 2025Q2: 12,197 shares; 2025Q3: 13,294 shares; 2025Q4: 13,213 shares; 2026Q1: 13,397 shares 13,397 $601K 0.21% +184 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,114 shares; 2024Q4: 40,700 shares; 2025Q1: 40,700 shares; 2025Q2: 19,269 shares; 2025Q3: 20,381 shares; 2025Q4: 22,201 shares; 2026Q1: 23,954 shares 23,954 $593K 0.2% +1,753 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: 7,967 shares; 2024Q4: 8,541 shares; 2025Q1: 8,541 shares; 2025Q2: 8,840 shares; 2025Q3: 9,965 shares; 2025Q4: 10,057 shares; 2026Q1: 12,190 shares 12,190 $584K 0.2% +2,133 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 12,661 shares; 2025Q1: 12,661 shares; 2025Q2: 14,367 shares; 2025Q3: 15,032 shares; 2025Q4: 12,471 shares; 2026Q1: 12,550 shares 12,550 $584K 0.2% +79 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: 9,953 shares; 2024Q4: 9,897 shares; 2025Q1: 9,897 shares; 2025Q2: 9,943 shares; 2025Q3: 9,941 shares; 2025Q4: 12,144 shares; 2026Q1: 11,620 shares 11,620 $581K 0.2% -524 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: 13,404 shares; 2024Q4: 13,732 shares; 2025Q1: 13,732 shares; 2025Q2: 13,441 shares; 2025Q3: 12,882 shares; 2025Q4: 10,096 shares; 2026Q1: 10,096 shares 10,096 $571K 0.2% 0 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: 2,361 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,218 shares; 2025Q3: 2,219 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220 $556K 0.19% 0 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: 1,514 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 2,142 shares; 2025Q3: 2,099 shares; 2025Q4: 1,867 shares; 2026Q1: 2,331 shares 2,331 $551K 0.19% +464 Timeline CIBR 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: 8,585 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 8,968 shares; 2025Q3: 8,981 shares; 2025Q4: 7,397 shares; 2026Q1: 8,750 shares 8,750 $548K 0.19% +1,353 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 3,536 shares; 2025Q3: 3,636 shares; 2025Q4: 3,675 shares; 2026Q1: 4,734 shares 4,734 $545K 0.19% +1,059 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: 4,480 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 1,936 shares; 2025Q3: 1,887 shares; 2025Q4: 1,870 shares; 2026Q1: 1,871 shares 1,871 $537K 0.19% +1 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: 8,542 shares; 2024Q4: 8,716 shares; 2025Q1: 8,716 shares; 2025Q2: 6,365 shares; 2025Q3: 6,306 shares; 2025Q4: 5,945 shares; 2026Q1: 5,881 shares 5,881 $532K 0.18% -64 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: 13,397 shares; 2024Q4: 12,862 shares; 2025Q1: 12,862 shares; 2025Q2: 13,278 shares; 2025Q3: 12,937 shares; 2025Q4: 10,839 shares; 2026Q1: 10,867 shares 10,867 $520K 0.18% +28 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,610 shares; 2025Q4: 5,610 shares; 2026Q1: 5,610 shares 5,610 $520K 0.18% 0 Timeline SPGP 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: 3,020 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 4,137 shares; 2025Q3: 4,388 shares; 2025Q4: 4,602 shares; 2026Q1: 4,786 shares 4,786 $515K 0.18% +184 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 8,818 shares; 2025Q1: 8,818 shares; 2025Q2: 8,915 shares; 2025Q3: 9,937 shares; 2025Q4: 8,006 shares; 2026Q1: 8,167 shares 8,167 $511K 0.18% +161 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 8,419 shares; 2025Q1: 8,419 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 3,656 shares; 2026Q1: 3,702 shares 3,702 $492K 0.17% +46 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: 7,242 shares; 2024Q4: 7,086 shares; 2025Q1: 7,086 shares; 2025Q2: 6,927 shares; 2025Q3: 6,507 shares; 2025Q4: 5,826 shares; 2026Q1: 5,826 shares 5,826 $487K 0.17% 0 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: 350 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,409 shares; 2025Q3: 2,412 shares; 2025Q4: 2,429 shares; 2026Q1: 2,444 shares 2,444 $469K 0.16% +15 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 5,129 shares; 2025Q3: 5,180 shares; 2025Q4: 5,352 shares; 2026Q1: 5,151 shares 5,151 $466K 0.16% -201 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: 914 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,762 shares; 2025Q3: 1,856 shares; 2025Q4: 2,289 shares; 2026Q1: 2,293 shares 2,293 $440K 0.15% +4 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: 1,071 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 445 shares; 2025Q3: 540 shares; 2025Q4: 541 shares; 2026Q1: 662 shares 662 $431K 0.15% +121 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,548 shares; 2024Q4: 9,170 shares; 2025Q1: 9,170 shares; 2025Q2: 9,408 shares; 2025Q3: 9,972 shares; 2025Q4: 10,190 shares; 2026Q1: 10,255 shares 10,255 $428K 0.15% +65 Timeline HYBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,169 shares; 2026Q1: 14,883 shares 14,883 $414K 0.14% +5,714 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: 24,734 shares; 2024Q4: 99,935 shares; 2025Q1: 99,935 shares; 2025Q2: 1,035 shares; 2025Q3: 2,541 shares; 2025Q4: 4,561 shares; 2026Q1: 14,065 shares 14,065 $410K 0.14% +9,504 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: 3,835 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,609 shares; 2025Q3: 3,562 shares; 2025Q4: 3,563 shares; 2026Q1: 3,576 shares 3,576 $404K 0.14% +13 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,892 shares; 2024Q4: 28,977 shares; 2025Q1: 28,977 shares; 2025Q2: 25,788 shares; 2025Q3: 19,419 shares; 2025Q4: 12,683 shares; 2026Q1: 10,501 shares 10,501 $401K 0.14% -2,182 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 539 shares 539 $398K 0.14% -29 Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 19,136 shares; 2025Q3: 20,405 shares; 2025Q4: 18,761 shares; 2026Q1: 18,947 shares 18,947 $398K 0.14% +186 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 23,330 shares; 2025Q3: 19,940 shares; 2025Q4: 19,940 shares; 2026Q1: 19,940 shares 19,940 $391K 0.13% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 23,354 shares; 2025Q3: 19,939 shares; 2025Q4: 19,939 shares; 2026Q1: 19,879 shares 19,879 $388K 0.13% -60 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 11,367 shares; 2025Q1: 11,367 shares; 2025Q2: 12,138 shares; 2025Q3: 9,206 shares; 2025Q4: 9,182 shares; 2026Q1: 8,952 shares 8,952 $380K 0.13% -230 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,073 shares; 2025Q3: 4,073 shares; 2025Q4: 4,073 shares; 2026Q1: 7,583 shares 7,583 $378K 0.13% +3,510 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,984 shares; 2024Q4: 9,161 shares; 2025Q1: 9,161 shares; 2025Q2: 5,770 shares; 2025Q3: 5,868 shares; 2025Q4: 5,088 shares; 2026Q1: 4,179 shares 4,179 $371K 0.13% -909 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: 3,016 shares; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $370K 0.13% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 1,121 shares; 2025Q3: 1,372 shares; 2025Q4: 1,537 shares; 2026Q1: 1,647 shares 1,647 $370K 0.13% +110 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 928 shares 928 $366K 0.13% -46 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,807 shares; 2025Q3: 2,810 shares; 2025Q4: 2,463 shares; 2026Q1: 2,444 shares 2,444 $356K 0.12% -19 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 12,439 shares; 2025Q1: 12,439 shares; 2025Q2: 14,749 shares; 2025Q3: 14,800 shares; 2025Q4: 13,384 shares; 2026Q1: 12,653 shares 12,653 $352K 0.12% -731 Timeline MLPX 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: 1,759 shares; 2026Q1: 4,728 shares 4,728 $350K 0.12% +2,969 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 1,075 shares; 2025Q3: 483 shares; 2025Q4: 471 shares; 2026Q1: 497 shares 497 $347K 0.12% +26 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $342K 0.12% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,486 shares; 2025Q3: 1,410 shares; 2025Q4: 1,124 shares; 2026Q1: 1,219 shares 1,219 $332K 0.11% +95 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: 1,834 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $330K 0.11% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739 $328K 0.11% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 11,117 shares; 2025Q1: 11,117 shares; 2025Q2: 1,206 shares; 2025Q3: 2,501 shares; 2025Q4: 3,574 shares; 2026Q1: 4,191 shares 4,191 $323K 0.11% +617 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 2,981 shares; 2025Q3: 2,863 shares; 2025Q4: 2,881 shares; 2026Q1: 2,770 shares 2,770 $319K 0.11% -111 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 164 shares; 2025Q3: 442 shares; 2025Q4: 151 shares; 2026Q1: 361 shares 361 $315K 0.11% +210 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: 12,685 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 1,810 shares 1,810 $307K 0.11% +1,093 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,390 shares; 2025Q4: 1,391 shares; 2026Q1: 1,318 shares 1,318 $304K 0.1% -73 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 901 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 851 shares 851 $303K 0.1% -101 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: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $302K 0.1% 0 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 6,995 shares; 2025Q1: 6,995 shares; 2025Q2: 7,566 shares; 2025Q3: 7,574 shares; 2025Q4: 7,551 shares; 2026Q1: 7,551 shares 7,551 $300K 0.1% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,785 shares; 2025Q3: 6,932 shares; 2025Q4: 7,234 shares; 2026Q1: 7,251 shares 7,251 $298K 0.1% +17 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: 157 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 1,007 shares 1,007 $296K 0.1% +27 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,535 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548 $293K 0.1% 0 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: 487 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 475 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $285K 0.1% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,429 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $279K 0.1% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,175 shares; 2024Q4: 14,862 shares; 2025Q1: 14,862 shares; 2025Q2: 13,736 shares; 2025Q3: 13,742 shares; 2025Q4: 13,387 shares; 2026Q1: 13,214 shares 13,214 $276K 0.1% -173 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: 72 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares 758 $271K 0.09% 0 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: 2,322 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares 2,049 $269K 0.09% 0 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 2,020 shares; 2025Q4: 2,008 shares; 2026Q1: 2,686 shares 2,686 $267K 0.09% +678 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: 11,060 shares; 2024Q4: 10,179 shares; 2025Q1: 10,179 shares; 2025Q2: 2,258 shares; 2025Q3: 2,508 shares; 2025Q4: 2,546 shares; 2026Q1: 2,319 shares 2,319 $256K 0.09% -227 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 901 shares; 2025Q3: 902 shares; 2025Q4: 903 shares; 2026Q1: 904 shares 904 $252K 0.09% +1 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 3,934 shares; 2025Q3: 4,181 shares; 2025Q4: 4,219 shares; 2026Q1: 4,244 shares 4,244 $250K 0.09% +25 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $249K 0.09% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,234 shares; 2025Q3: 5,331 shares; 2025Q4: 5,198 shares; 2026Q1: 4,602 shares 4,602 $242K 0.08% -596 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: 836 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 527 shares; 2025Q3: 521 shares; 2025Q4: 624 shares; 2026Q1: 419 shares 419 $242K 0.08% -205 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: 435 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 834 shares; 2026Q1: 628 shares 628 $233K 0.08% -206 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 3,772 shares; 2026Q1: 3,772 shares 3,772 $233K 0.08% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 3,912 shares; 2026Q1: 7,716 shares 7,716 $231K 0.08% +3,804 Timeline FTSL 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: 11,208 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 8,488 shares; 2025Q3: 6,870 shares; 2025Q4: 5,479 shares; 2026Q1: 5,159 shares 5,159 $231K 0.08% -320 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 674 shares; 2026Q1: 674 shares 674 $228K 0.08% 0 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: not reported; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $225K 0.08% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,506 shares; 2026Q1: 11,222 shares 11,222 $223K 0.08% +5,716 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: 566 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 552 shares; 2025Q3: 568 shares; 2025Q4: 571 shares; 2026Q1: 377 shares 377 $216K 0.07% -194 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,972 shares; 2025Q1: 1,972 shares; 2025Q2: 1,986 shares; 2025Q3: 2,262 shares; 2025Q4: 2,252 shares; 2026Q1: 2,218 shares 2,218 $214K 0.07% -34 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: 2,819 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $209K 0.07% 0 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: 872 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 1,558 shares; 2025Q3: 1,601 shares; 2025Q4: 1,889 shares; 2026Q1: 1,899 shares 1,899 $207K 0.07% +10 Timeline DEHP 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: 18,891 shares; 2024Q4: 17,616 shares; 2025Q1: 17,616 shares; 2025Q2: 14,634 shares; 2025Q3: 6,062 shares; 2025Q4: 6,094 shares; 2026Q1: 6,117 shares 6,117 $207K 0.07% +23 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,152 shares; 2025Q3: 5,097 shares; 2025Q4: 5,191 shares; 2026Q1: 5,191 shares 5,191 $206K 0.07% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,756 shares; 2025Q1: 2,756 shares; 2025Q2: 2,401 shares; 2025Q3: 2,806 shares; 2025Q4: 2,173 shares; 2026Q1: 2,192 shares 2,192 $206K 0.07% +19 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,499 shares; 2024Q4: 24,826 shares; 2025Q1: 24,826 shares; 2025Q2: 2,367 shares; 2025Q3: 2,402 shares; 2025Q4: 2,304 shares; 2026Q1: 2,329 shares 2,329 $205K 0.07% +25 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: 47 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 446 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 585 shares 585 $198K 0.07% +575 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: 7,943 shares; 2024Q4: 8,286 shares; 2025Q1: 8,286 shares; 2025Q2: 8,997 shares; 2025Q3: 8,581 shares; 2025Q4: 8,201 shares; 2026Q1: 7,433 shares 7,433 $198K 0.07% -768 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $196K 0.07% 0 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: 36,839 shares; 2024Q4: 27,965 shares; 2025Q1: 27,965 shares; 2025Q2: 5,974 shares; 2025Q3: 5,720 shares; 2025Q4: 5,640 shares; 2026Q1: 5,643 shares 5,643 $192K 0.07% +3 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697 shares 697 $189K 0.07% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 4,822 shares; 2025Q3: 5,216 shares; 2025Q4: 5,448 shares; 2026Q1: 4,766 shares 4,766 $183K 0.06% -682 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 1,778 shares; 2025Q3: 3,090 shares; 2025Q4: 3,138 shares; 2026Q1: 2,814 shares 2,814 $182K 0.06% -324 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: 425 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 405 shares; 2025Q3: 438 shares; 2025Q4: 4,350 shares; 2026Q1: 1,892 shares 1,892 $182K 0.06% -2,458 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: 1,939 shares; 2024Q4: 2,723 shares; 2025Q1: 2,723 shares; 2025Q2: 5,134 shares; 2025Q3: 5,176 shares; 2025Q4: 5,208 shares; 2026Q1: 5,209 shares 5,209 $180K 0.06% +1 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares 9,950 $179K 0.06% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $178K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,128 shares; 2025Q3: 1,138 shares; 2025Q4: 1,151 shares; 2026Q1: 1,160 shares 1,160 $176K 0.06% +9 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: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares 2,775 $174K 0.06% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,276 shares 1,276 $173K 0.06% +156 Timeline TEQI 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: 1,005 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 4,617 shares; 2025Q3: 4,627 shares; 2025Q4: 4,639 shares; 2026Q1: 3,792 shares 3,792 $171K 0.06% -847 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 23,922 shares; 2025Q1: 23,922 shares; 2025Q2: 22,462 shares; 2025Q3: 22,462 shares; 2025Q4: 22,502 shares; 2026Q1: 22,572 shares 22,572 $170K 0.06% +70 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 242 shares 242 $170K 0.06% +241 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares 123 $170K 0.06% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 1,194 shares 1,194 $168K 0.06% +558 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: 9,821 shares; 2025Q1: 9,821 shares; 2025Q2: 7,359 shares; 2025Q3: 5,929 shares; 2025Q4: 3,832 shares; 2026Q1: 2,800 shares 2,800 $168K 0.06% -1,032 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 321 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 360 shares 360 $167K 0.06% +180 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,968 shares; 2025Q3: 2,367 shares; 2025Q4: 2,379 shares; 2026Q1: 2,389 shares 2,389 $166K 0.06% +10 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: 1,904 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 1,879 shares; 2025Q3: 2,104 shares; 2025Q4: 2,105 shares; 2026Q1: 2,115 shares 2,115 $164K 0.06% +10 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 2,312 shares; 2026Q1: 4,231 shares 4,231 $162K 0.06% +1,919 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: 43 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares 749 $160K 0.06% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 850 shares; 2025Q3: 858 shares; 2025Q4: 865 shares; 2026Q1: 872 shares 872 $159K 0.05% +7 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: 766 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 773 shares; 2025Q3: 775 shares; 2025Q4: 727 shares; 2026Q1: 729 shares 729 $159K 0.05% +2 Timeline EWD 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $156K 0.05% 0 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: 2,104 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 533 shares 533 $153K 0.05% +5 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: 4,375 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 2,608 shares; 2025Q3: 2,577 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares 2,163 $151K 0.05% 0 Timeline IMCV ISHARES 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: 1,751 shares 1,751 $148K 0.05% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 2,743 shares; 2025Q3: 3,640 shares; 2025Q4: 3,651 shares; 2026Q1: 3,216 shares 3,216 $147K 0.05% -435 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $144K 0.05% 0 Timeline JMEE 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $140K 0.05% 0 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: 1,826 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $140K 0.05% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 632 shares; 2025Q3: 3,116 shares; 2025Q4: 3,262 shares; 2026Q1: 3,270 shares 3,270 $139K 0.05% +8 Timeline NLR 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: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 648 shares; 2025Q4: 676 shares; 2026Q1: 1,025 shares 1,025 $136K 0.05% +349 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: 3,521 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 886 shares; 2025Q3: 565 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $136K 0.05% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares 1,079 $135K 0.05% 0 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: 2,884 shares; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,741 shares; 2025Q3: 3,234 shares; 2025Q4: 3,306 shares; 2026Q1: 3,319 shares 3,319 $135K 0.05% +13 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,192 shares; 2025Q1: 3,192 shares; 2025Q2: 2,650 shares; 2025Q3: 2,672 shares; 2025Q4: 2,694 shares; 2026Q1: 2,714 shares 2,714 $133K 0.05% +20 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,128 shares; 2025Q3: 1,336 shares; 2025Q4: 1,232 shares; 2026Q1: 1,157 shares 1,157 $133K 0.05% -75 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,671 shares; 2025Q1: 5,671 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares 1,381 $131K 0.05% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,398 shares; 2025Q3: 3,414 shares; 2025Q4: 3,446 shares; 2026Q1: 3,471 shares 3,471 $129K 0.04% +25 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 777 shares; 2025Q3: 780 shares; 2025Q4: 945 shares; 2026Q1: 1,238 shares 1,238 $127K 0.04% +293 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: 2,863 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 551 shares; 2025Q3: 501 shares; 2025Q4: 1,099 shares; 2026Q1: 1,051 shares 1,051 $126K 0.04% -48 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: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $123K 0.04% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,903 shares 1,903 $123K 0.04% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 1,360 shares; 2026Q1: 2,218 shares 2,218 $123K 0.04% +858 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,219 shares; 2025Q3: 3,340 shares; 2025Q4: 3,347 shares; 2026Q1: 3,357 shares 3,357 $122K 0.04% +10 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: 476 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 476 shares 476 $116K 0.04% -6 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: 1,214 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,273 shares; 2025Q3: 1,360 shares; 2025Q4: 1,363 shares; 2026Q1: 1,490 shares 1,490 $112K 0.04% +127 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $111K 0.04% 0 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: 15,922 shares; 2024Q4: 14,656 shares; 2025Q1: 14,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,791 shares 1,791 $110K 0.04% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $106K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,165 shares; 2025Q3: 2,179 shares; 2025Q4: 2,192 shares; 2026Q1: 2,205 shares 2,205 $104K 0.04% +13 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: 1,347 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 338 shares 338 $102K 0.04% +68 Timeline WAGN PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,162 shares 7,162 $101K 0.03% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,071 shares; 2025Q3: 1,200 shares; 2025Q4: 1,211 shares; 2026Q1: 1,217 shares 1,217 $100K 0.03% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $100K 0.03% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,211 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $98.7K 0.03% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 1,942 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares 1,748 $98.2K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 1,435 shares 1,435 $98K 0.03% +4 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: 34,931 shares; 2024Q4: 33,901 shares; 2025Q1: 33,901 shares; 2025Q2: 4,807 shares; 2025Q3: 4,817 shares; 2025Q4: 2,268 shares; 2026Q1: 1,933 shares 1,933 $95.4K 0.03% -335 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 487 shares; 2025Q3: 546 shares; 2025Q4: 1,228 shares; 2026Q1: 1,267 shares 1,267 $93.5K 0.03% +39 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,792 shares; 2025Q4: 1,820 shares; 2026Q1: 1,850 shares 1,850 $89.8K 0.03% +30 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: 5,605 shares; 2024Q4: 6,805 shares; 2025Q1: 6,805 shares; 2025Q2: 2,002 shares; 2025Q3: 2,679 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares 2,699 $88.9K 0.03% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares 1,889 $88.8K 0.03% 0 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: 3,131 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $88.3K 0.03% 0 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: 624 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 175 shares 175 $87.4K 0.03% +36 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 1,877 shares; 2026Q1: 1,928 shares 1,928 $86.2K 0.03% +51 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 575 shares; 2025Q3: 574 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $85.5K 0.03% 0 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $84.4K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347 $84.1K 0.03% 0 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: 489 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $83.7K 0.03% 0 Timeline XAR 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: 243 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 288 shares; 2026Q1: 329 shares 329 $83.5K 0.03% +41 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 309 shares; 2025Q3: 331 shares; 2025Q4: 243 shares; 2026Q1: 395 shares 395 $82.2K 0.03% +152 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 1,194 shares 1,194 $81.4K 0.03% -986 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $80.8K 0.03% 0 Timeline EWG 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $80.3K 0.03% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 894 shares; 2025Q3: 1,059 shares; 2025Q4: 1,060 shares; 2026Q1: 1,044 shares 1,044 $79.4K 0.03% -16 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $78.8K 0.03% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 1,119 shares; 2025Q3: 1,160 shares; 2025Q4: 1,182 shares; 2026Q1: 1,193 shares 1,193 $78.4K 0.03% +11 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: 4,272 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 378 shares 378 $78.2K 0.03% +3 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 1,577 shares; 2025Q3: 1,898 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $75.4K 0.03% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares 2,287 $74.2K 0.03% new Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $73.8K 0.03% 0 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: 245 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 1,044 shares; 2025Q3: 365 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $73.6K 0.03% 0 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: 11,516 shares; 2024Q4: 11,259 shares; 2025Q1: 11,259 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $73.3K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $71.8K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,173 shares; 2025Q1: 5,173 shares; 2025Q2: 1,722 shares; 2025Q3: 1,284 shares; 2025Q4: 934 shares; 2026Q1: 941 shares 941 $71.6K 0.02% +7 Timeline GRPM 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: 567 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 605 shares; 2025Q3: 592 shares; 2025Q4: 593 shares; 2026Q1: 594 shares 594 $70.2K 0.02% +1 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 659 shares; 2025Q3: 1,202 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $69.2K 0.02% 0 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: 1,220 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 836 shares; 2025Q3: 845 shares; 2025Q4: 852 shares; 2026Q1: 960 shares 960 $68.9K 0.02% +108 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 957 shares; 2025Q3: 925 shares; 2025Q4: 924 shares; 2026Q1: 797 shares 797 $66.5K 0.02% -127 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: 2,602 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $66.2K 0.02% 0 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: 595 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 201 shares 201 $66.1K 0.02% +1 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $66K 0.02% 0 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 720 shares; 2025Q3: 913 shares; 2025Q4: 916 shares; 2026Q1: 668 shares 668 $64.9K 0.02% -248 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: 1,376 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 659 shares; 2025Q3: 615 shares; 2025Q4: 625 shares; 2026Q1: 733 shares 733 $63.5K 0.02% +108 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: 321 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 323 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 325 shares 325 $62.6K 0.02% +1 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $62.2K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $61.9K 0.02% 0 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $60.8K 0.02% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 777 shares; 2026Q1: 783 shares 783 $60.6K 0.02% +6 Timeline LQDH 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: 408 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 542 shares; 2025Q3: 550 shares; 2025Q4: 645 shares; 2026Q1: 651 shares 651 $60.1K 0.02% +6 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares 1,182 $60.1K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 152 shares 152 $59.3K 0.02% -484 Timeline EWC 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $57.7K 0.02% 0 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 1,314 shares; 2025Q3: 1,317 shares; 2025Q4: 1,143 shares; 2026Q1: 1,144 shares 1,144 $57.5K 0.02% +1 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 276 shares; 2025Q3: 268 shares; 2025Q4: 259 shares; 2026Q1: 263 shares 263 $57.5K 0.02% +4 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: 94 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 123 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 211 shares 211 $57.2K 0.02% +71 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,809 shares; 2025Q3: 1,575 shares; 2025Q4: 1,579 shares; 2026Q1: 1,584 shares 1,584 $57K 0.02% +5 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $54.9K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 2,125 shares; 2025Q3: 2,129 shares; 2025Q4: 2,133 shares; 2026Q1: 2,138 shares 2,138 $54.8K 0.02% +5 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: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $54.5K 0.02% 0 Timeline TCHP 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: 1,238 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 1,222 shares 1,222 $54K 0.02% -1,129 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: 318 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 297 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 264 shares 264 $53.7K 0.02% -18 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $52.9K 0.02% 0 Timeline WTMF 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: 6,604 shares; 2025Q1: 6,604 shares; 2025Q2: 4,181 shares; 2025Q3: 4,031 shares; 2025Q4: 2,942 shares; 2026Q1: 1,316 shares 1,316 $52.2K 0.02% -1,626 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: 778 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 830 shares; 2025Q3: 559 shares; 2025Q4: 566 shares; 2026Q1: 569 shares 569 $52.1K 0.02% +3 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $51.7K 0.02% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,990 shares; 2025Q3: 2,913 shares; 2025Q4: 2,949 shares; 2026Q1: 534 shares 534 $51.7K 0.02% -2,415 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $51.3K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 16,334 shares; 2025Q1: 16,334 shares; 2025Q2: 971 shares; 2025Q3: 1,236 shares; 2025Q4: 1,601 shares; 2026Q1: 1,827 shares 1,827 $51.3K 0.02% +226 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $50.9K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $50.6K 0.02% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 328 shares; 2025Q4: 436 shares; 2026Q1: 484 shares 484 $49.2K 0.02% +48 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 928 shares 928 $48.8K 0.02% new 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: 595 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $48.5K 0.02% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,226 shares 1,226 $48.3K 0.02% +27 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 622 shares; 2025Q4: 793 shares; 2026Q1: 894 shares 894 $47.7K 0.02% +101 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $47.1K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227 shares 227 $46.7K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $46.4K 0.02% 0 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 1,264 shares 1,264 $46.2K 0.02% +466 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 515 shares; 2025Q4: 455 shares; 2026Q1: 540 shares 540 $46K 0.02% +85 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $45.6K 0.02% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,129 shares; 2025Q3: 1,149 shares; 2025Q4: 1,174 shares; 2026Q1: 1,203 shares 1,203 $45K 0.02% +29 Timeline EWH 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: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925 $44.4K 0.02% 0 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: 12,913 shares; 2024Q4: 11,421 shares; 2025Q1: 11,421 shares; 2025Q2: 753 shares; 2025Q3: 873 shares; 2025Q4: 878 shares; 2026Q1: 883 shares 883 $44.3K 0.02% +5 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares 1,177 $43.8K 0.02% 0 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $43.8K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $43.4K 0.01% 0 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: 6,879 shares; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $42.7K 0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 4,141 shares; 2025Q1: 4,141 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $42.5K 0.01% 0 Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 1,632 shares; 2026Q1: 1,632 shares 1,632 $42.1K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 436 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 438 shares 438 $41.8K 0.01% +1 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $41.8K 0.01% 0 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: 627 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 192 shares; 2025Q3: 189 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $41.4K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783 $41.4K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $41.3K 0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares 1,151 $41K 0.01% 0 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $40.8K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $40.8K 0.01% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $40.2K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $39.8K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $39.5K 0.01% 0 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: 5,999 shares; 2024Q4: 7,649 shares; 2025Q1: 7,649 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $38.1K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $38.1K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares 1,493 $38K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 450 shares; 2025Q4: 800 shares; 2026Q1: 1,000 shares 1,000 $37.8K 0.01% +200 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 225 shares 225 $37.3K 0.01% +17 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 527 shares; 2025Q3: 528 shares; 2025Q4: 530 shares; 2026Q1: 531 shares 531 $37.2K 0.01% +1 Timeline UPRO 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: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 374 shares 374 $36.3K 0.01% +38 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $36K 0.01% new Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,540 shares; 2025Q1: 10,540 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,540 shares; 2026Q1: 10,540 shares 10,540 $35.8K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 331 shares; 2025Q3: 332 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $35.8K 0.01% 0 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 91 shares 91 $35.3K 0.01% +5 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 636 shares; 2025Q3: 644 shares; 2025Q4: 654 shares; 2026Q1: 659 shares 659 $35.1K 0.01% +5 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063 $34.6K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $34.5K 0.01% 0 Timeline ZAP 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: 274 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,068 shares 1,068 $34.3K 0.01% +34 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: 18,856 shares; 2024Q4: 18,673 shares; 2025Q1: 18,673 shares; 2025Q2: 1,038 shares; 2025Q3: 1,048 shares; 2025Q4: 1,012 shares; 2026Q1: 1,156 shares 1,156 $33.5K 0.01% +144 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 210 shares; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 213 shares 213 $33K 0.01% +1 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: 158 shares; 2025Q1: 158 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $32.7K 0.01% 0 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 122 shares 122 $32.5K 0.01% +39 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $31.9K 0.01% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $31.7K 0.01% 0 Timeline FMED FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $31K 0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $30.8K 0.01% 0 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $30.3K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,086 shares; 2025Q3: 1,469 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $29.7K 0.01% 0 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 213 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 710 shares 710 $29.2K 0.01% +28 Timeline IONQ IONQ INC More: the full row for IONQ 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: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares 996 $28.7K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $28.6K 0.01% 0 Timeline WTAI 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: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 1,009 shares 1,009 $28.5K 0.01% +199 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 99 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $28.5K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $28.4K 0.01% 0 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: not reported; 2026Q1: 688 shares 688 $28.1K 0.01% new 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: 3,548 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 222 shares; 2025Q3: 196 shares; 2025Q4: 197 shares; 2026Q1: 169 shares 169 $28K 0.01% -28 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $27.7K 0.01% 0 Timeline SIZE ISHARES 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: 96 shares; 2026Q1: 172 shares 172 $27.5K 0.01% +76 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $27.3K 0.01% 0 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725 $26.8K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $26.7K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 141 shares 141 $26.3K 0.01% +1 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $26.2K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $26.2K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,623 shares; 2025Q1: 1,623 shares; 2025Q2: 1,625 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $26.1K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 885 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares 1,737 $26.1K 0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $26.1K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $26.1K 0.01% 0 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: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $26K 0.01% 0 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $25.8K 0.01% new 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: 5,301 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 364 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 267 shares 267 $25.7K 0.01% +5 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 563 shares; 2025Q3: 565 shares; 2025Q4: 567 shares; 2026Q1: 569 shares 569 $25.5K 0.01% +2 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: 521 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 524 shares; 2025Q3: 526 shares; 2025Q4: 367 shares; 2026Q1: 518 shares 518 $25.2K 0.01% +151 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: 285 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $25.2K 0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 168 shares; 2025Q3: 184 shares; 2025Q4: 185 shares; 2026Q1: 186 shares 186 $25.1K 0.01% +1 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $25K 0.01% 0 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: 920 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 190 shares; 2026Q1: 193 shares 193 $24.9K 0.01% +3 Timeline EMMF 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: 726 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 737 shares; 2025Q3: 741 shares; 2025Q4: 746 shares; 2026Q1: 749 shares 749 $24.8K 0.01% +3 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $24.8K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: not reported; 2026Q1: 645 shares 645 $23.8K 0.01% new 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: 20,135 shares; 2024Q4: 60,413 shares; 2025Q1: 60,413 shares; 2025Q2: 950 shares; 2025Q3: 966 shares; 2025Q4: 1,006 shares; 2026Q1: 907 shares 907 $22.8K 0.01% -99 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: 500 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $22.1K 0.01% 0 Timeline EZU 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $21.9K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 31,006 shares; 2025Q1: 31,006 shares; 2025Q2: 720 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $21.2K 0.01% 0 Timeline NCNA NUCANA PLC More: the full row for NUCANA 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: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $21K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $20.8K 0.01% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 149 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $20.7K 0.01% 0 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: 204 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $20.6K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $20.5K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $20.2K 0.01% 0 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: 1,347 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 217 shares; 2026Q1: 218 shares 218 $19.5K 0.01% +1 Timeline TAN 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $19.5K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 575 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 579 shares 579 $19.2K 0.01% +2 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 451 shares; 2025Q3: 439 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $19K 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 251 shares; 2026Q1: 264 shares 264 $18.7K 0.01% +13 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 469 shares 469 $18.7K 0.01% +40 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 2,062 shares; 2026Q1: 412 shares 412 $18.4K 0.01% -1,650 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $17.9K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $17.8K 0.01% new Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares 2,501 $17.5K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $17.3K 0.01% 0 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: 3,194 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $17.3K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $17.3K 0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 138 shares 138 $17.1K 0.01% +1 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $17K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $16.9K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $16.6K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 697 shares; 2025Q3: 702 shares; 2025Q4: 708 shares; 2026Q1: 714 shares 714 $16.1K 0.01% +6 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: 74 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $16K 0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 464 shares; 2025Q3: 591 shares; 2025Q4: 735 shares; 2026Q1: 736 shares 736 $15.8K 0.01% +1 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $15.6K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,069 shares; 2024Q4: 17,199 shares; 2025Q1: 17,199 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $15.5K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 145 shares; 2025Q3: 363 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $15.5K 0.01% 0 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: 400 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 400 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.9K 0.01% 0 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 418 shares 418 $14.8K 0.01% +121 Timeline DIAL 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: 2,038 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 1,781 shares; 2025Q3: 1,886 shares; 2025Q4: 776 shares; 2026Q1: 776 shares 776 $14K <0.01% 0 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: 519 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 435 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $14K <0.01% 0 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: 340 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 356 shares; 2025Q3: 29 shares; 2025Q4: 112 shares; 2026Q1: 15 shares 15 $13.8K <0.01% -97 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $13.6K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares 739 $13.5K <0.01% 0 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $13.4K <0.01% 0 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $13.4K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $13.2K <0.01% 0 Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 1,526 shares; 2026Q1: 1,526 shares 1,526 $12.8K <0.01% 0 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 403 shares 403 $12.7K <0.01% +123 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: 134 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $12.7K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $12.3K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 201 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $12.2K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,114 shares; 2025Q1: 3,114 shares; 2025Q2: 1,168 shares; 2025Q3: 1,182 shares; 2025Q4: 1,030 shares; 2026Q1: 1,040 shares 1,040 $12K <0.01% +10 Timeline EPP 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $12K <0.01% 0 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: 175 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $11.8K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $11.5K <0.01% 0 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: 856 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 68 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $11K <0.01% 0 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $11K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 18 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $10.9K <0.01% 0 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: 1,477 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $10.7K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 470 shares; 2026Q1: 670 shares 670 $10.6K <0.01% +200 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $10.4K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $10.3K <0.01% 0 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: 7,303 shares; 2024Q4: 7,585 shares; 2025Q1: 7,585 shares; 2025Q2: 102 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $10.3K <0.01% 0 Timeline GARP ISHARES 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: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $10.2K <0.01% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.53K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 506 shares; 2025Q3: 513 shares; 2025Q4: 519 shares; 2026Q1: 523 shares 523 $9.46K <0.01% +4 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,300 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $9.04K <0.01% 0 Timeline EDIV 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: 262 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $9.01K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $8.88K <0.01% 0 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: 711 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $8.73K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $8.64K <0.01% 0 Timeline PFFD 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: 1,152 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,016 shares; 2025Q3: 1,142 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $8.52K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $8.38K <0.01% 0 Timeline ACWV 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: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $8.37K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $7.94K <0.01% 0 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: 50 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7.86K <0.01% 0 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: 985 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $7.69K <0.01% 0 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: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 244 shares 244 $7.51K <0.01% -243 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 41 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $7.34K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $7.31K <0.01% 0 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $7.13K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $7.02K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $7.02K <0.01% 0 Timeline IYR ISHARES 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 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $7K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 505 shares; 2025Q4: 1,008 shares; 2026Q1: 1,015 shares 1,015 $6.67K <0.01% +7 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,016 shares; 2025Q3: 1,002 shares; 2025Q4: 135 shares; 2026Q1: 55 shares 55 $6.62K <0.01% -80 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $6.51K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $6.3K <0.01% 0 Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 500 shares; 2025Q3: 700 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.29K <0.01% 0 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: 110 shares; 2026Q1: 110 shares 110 $6.27K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $6.26K <0.01% 0 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: 1,279 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 76 shares 76 $6.02K <0.01% +1 Timeline XRPN ARMADA ACQUISITION CORP II More: the full row for ARMADA ACQUISITION CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $6K <0.01% 0 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 100 shares; 2025Q3: 99 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $5.86K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,225 shares; 2024Q4: 88,054 shares; 2025Q1: 88,054 shares; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $5.76K <0.01% 0 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 417 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $5.75K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $5.7K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $5.69K <0.01% 0 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $5.65K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 700 shares; 2026Q1: 850 shares 850 $5.64K <0.01% +150 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47 $5.57K <0.01% new Timeline