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: 245,137 shares; 2024Q4: 241,480 shares; 2025Q1: 243,455 shares; 2025Q2: 228,602 shares; 2025Q3: 219,710 shares; 2025Q4: 221,907 shares; 2026Q1: 223,338 shares 223,338 $145M 25.23% +1,431 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: 264,051 shares; 2024Q4: 294,209 shares; 2025Q1: 312,662 shares; 2025Q2: 360,069 shares; 2025Q3: 300,998 shares; 2025Q4: 407,264 shares; 2026Q1: 469,722 shares 469,722 $48.6M 8.44% +62,458 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: 377,749 shares; 2024Q4: 416,774 shares; 2025Q1: 513,291 shares; 2025Q2: 553,843 shares; 2025Q3: 571,558 shares; 2025Q4: 593,060 shares; 2026Q1: 608,248 shares 608,248 $35.6M 6.18% +15,188 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: 262,890 shares; 2024Q4: 226,164 shares; 2025Q1: 251,488 shares; 2025Q2: 276,149 shares; 2025Q3: 255,382 shares; 2025Q4: 253,696 shares; 2026Q1: 262,280 shares 262,280 $22.7M 3.95% +8,584 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: 202,378 shares; 2024Q4: 201,018 shares; 2025Q1: 206,777 shares; 2025Q2: 216,530 shares; 2025Q3: 222,069 shares; 2025Q4: 246,337 shares; 2026Q1: 257,157 shares 257,157 $20.4M 3.54% +10,820 Timeline BAB 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: 505,779 shares; 2024Q4: 499,913 shares; 2025Q1: 559,898 shares; 2025Q2: 600,486 shares; 2025Q3: 616,436 shares; 2025Q4: 653,858 shares; 2026Q1: 668,113 shares 668,113 $18M 3.13% +14,255 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557,405 shares; 2025Q4: 678,111 shares; 2026Q1: 723,388 shares 723,388 $15.9M 2.76% +45,277 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: 136,304 shares; 2024Q4: 146,856 shares; 2025Q1: 150,617 shares; 2025Q2: 155,628 shares; 2025Q3: 161,662 shares; 2025Q4: 174,332 shares; 2026Q1: 175,363 shares 175,363 $15.6M 2.7% +1,031 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: 24,451 shares; 2024Q4: 23,912 shares; 2025Q1: 23,532 shares; 2025Q2: 22,635 shares; 2025Q3: 22,790 shares; 2025Q4: 21,704 shares; 2026Q1: 21,722 shares 21,722 $14.2M 2.46% +18 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,575 shares; 2024Q4: 91,989 shares; 2025Q1: 102,206 shares; 2025Q2: 104,772 shares; 2025Q3: 106,382 shares; 2025Q4: 121,012 shares; 2026Q1: 125,987 shares 125,987 $11.6M 2.02% +4,975 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: 160,450 shares; 2024Q4: 199,809 shares; 2025Q1: 194,550 shares; 2025Q2: 181,811 shares; 2025Q3: 188,835 shares; 2025Q4: 185,034 shares; 2026Q1: 180,190 shares 180,190 $11.5M 2.01% -4,844 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: 29,598 shares; 2024Q4: 39,056 shares; 2025Q1: 39,154 shares; 2025Q2: 38,042 shares; 2025Q3: 39,420 shares; 2025Q4: 40,114 shares; 2026Q1: 40,519 shares 40,519 $10.3M 1.79% +405 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206,595 shares 206,595 $9.93M 1.72% new Timeline XSOE 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: 214,549 shares; 2024Q4: 237,389 shares; 2025Q1: 234,707 shares; 2025Q2: 221,876 shares; 2025Q3: 255,701 shares; 2025Q4: 249,131 shares; 2026Q1: 245,444 shares 245,444 $9.84M 1.71% -3,687 Timeline SPYX 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: 178,679 shares; 2024Q4: 177,369 shares; 2025Q1: 177,104 shares; 2025Q2: 173,579 shares; 2025Q3: 183,066 shares; 2025Q4: 179,381 shares; 2026Q1: 182,436 shares 182,436 $9.67M 1.68% +3,055 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: 196,047 shares; 2024Q4: 215,922 shares; 2025Q1: 251,635 shares; 2025Q2: 236,078 shares; 2025Q3: 196,091 shares; 2025Q4: 170,329 shares; 2026Q1: 90,390 shares 90,390 $8.38M 1.46% -79,939 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: 40,597 shares; 2024Q4: 38,684 shares; 2025Q1: 38,409 shares; 2025Q2: 37,499 shares; 2025Q3: 37,144 shares; 2025Q4: 35,458 shares; 2026Q1: 35,531 shares 35,531 $7.31M 1.27% +73 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: 173,901 shares; 2024Q4: 181,770 shares; 2025Q1: 187,708 shares; 2025Q2: 183,256 shares; 2025Q3: 190,916 shares; 2025Q4: 203,361 shares; 2026Q1: 197,277 shares 197,277 $6.7M 1.16% -6,084 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: 45,105 shares; 2024Q4: 49,000 shares; 2025Q1: 47,505 shares; 2025Q2: 50,150 shares; 2025Q3: 50,835 shares; 2025Q4: 50,125 shares; 2026Q1: 57,125 shares 57,125 $5.55M 0.96% +7,000 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 38,751 shares; 2025Q1: 39,746 shares; 2025Q2: 40,641 shares; 2025Q3: 41,951 shares; 2025Q4: 38,406 shares; 2026Q1: 44,041 shares 44,041 $4.86M 0.84% +5,635 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: 117,644 shares; 2024Q4: 113,820 shares; 2025Q1: 120,392 shares; 2025Q2: 120,237 shares; 2025Q3: 95,352 shares; 2025Q4: 97,007 shares; 2026Q1: 91,184 shares 91,184 $4.55M 0.79% -5,823 Timeline ESGV 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: 37,576 shares; 2024Q4: 37,831 shares; 2025Q1: 37,507 shares; 2025Q2: 37,397 shares; 2025Q3: 38,280 shares; 2025Q4: 37,565 shares; 2026Q1: 38,914 shares 38,914 $4.37M 0.76% +1,349 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,665 shares; 2025Q2: 57,875 shares; 2025Q3: 59,020 shares; 2025Q4: 66,655 shares; 2026Q1: 82,818 shares 82,818 $3.89M 0.68% +16,163 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: 56,500 shares; 2024Q4: 55,435 shares; 2025Q1: 52,053 shares; 2025Q2: 47,729 shares; 2025Q3: 45,590 shares; 2025Q4: 43,288 shares; 2026Q1: 38,159 shares 38,159 $3.36M 0.58% -5,129 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,492 shares; 2024Q4: 31,882 shares; 2025Q1: 31,817 shares; 2025Q2: 31,670 shares; 2025Q3: 32,858 shares; 2025Q4: 31,778 shares; 2026Q1: 32,774 shares 32,774 $3.13M 0.54% +996 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: 7,671 shares; 2024Q4: 7,666 shares; 2025Q1: 7,666 shares; 2025Q2: 7,200 shares; 2025Q3: 7,394 shares; 2025Q4: 7,293 shares; 2026Q1: 8,352 shares 8,352 $3.09M 0.54% +1,059 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: 15,385 shares; 2024Q4: 15,636 shares; 2025Q1: 19,071 shares; 2025Q2: 22,782 shares; 2025Q3: 26,073 shares; 2025Q4: 32,807 shares; 2026Q1: 38,444 shares 38,444 $2.77M 0.48% +5,637 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,050 shares; 2024Q4: 82,805 shares; 2025Q1: 80,024 shares; 2025Q2: 79,649 shares; 2025Q3: 79,329 shares; 2025Q4: 82,469 shares; 2026Q1: 85,140 shares 85,140 $2.56M 0.44% +2,671 Timeline VSGX 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: 32,712 shares; 2024Q4: 32,707 shares; 2025Q1: 33,076 shares; 2025Q2: 32,606 shares; 2025Q3: 34,249 shares; 2025Q4: 33,790 shares; 2026Q1: 34,001 shares 34,001 $2.44M 0.42% +211 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,455 shares; 2024Q4: 47,365 shares; 2025Q1: 48,915 shares; 2025Q2: 42,855 shares; 2025Q3: 43,470 shares; 2025Q4: 45,315 shares; 2026Q1: 42,780 shares 42,780 $2.43M 0.42% -2,535 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,010 shares; 2024Q4: 66,065 shares; 2025Q1: 64,489 shares; 2025Q2: 59,205 shares; 2025Q3: 58,275 shares; 2025Q4: 58,370 shares; 2026Q1: 55,805 shares 55,805 $2.38M 0.41% -2,565 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 42,725 shares; 2025Q1: 42,725 shares; 2025Q2: 42,725 shares; 2025Q3: 42,725 shares; 2025Q4: 40,975 shares; 2026Q1: 42,555 shares 42,555 $2.35M 0.41% +1,580 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: 6,780 shares; 2024Q4: 6,925 shares; 2025Q1: 6,930 shares; 2025Q2: 6,685 shares; 2025Q3: 6,835 shares; 2025Q4: 6,618 shares; 2026Q1: 7,182 shares 7,182 $2.22M 0.39% +564 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: 9,930 shares; 2024Q4: 9,710 shares; 2025Q1: 7,007 shares; 2025Q2: 6,459 shares; 2025Q3: 5,934 shares; 2025Q4: 5,592 shares; 2026Q1: 5,120 shares 5,120 $2.2M 0.38% -472 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,510 shares; 2024Q4: 39,045 shares; 2025Q1: 38,975 shares; 2025Q2: 39,655 shares; 2025Q3: 41,043 shares; 2025Q4: 41,983 shares; 2026Q1: 44,743 shares 44,743 $2.2M 0.38% +2,760 Timeline IBTH ISHARES 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: 90,135 shares; 2025Q1: 90,135 shares; 2025Q2: 93,285 shares; 2025Q3: 94,610 shares; 2025Q4: 94,780 shares; 2026Q1: 94,800 shares 94,800 $2.13M 0.37% +20 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,433 shares; 2024Q4: 85,718 shares; 2025Q1: 85,973 shares; 2025Q2: 90,433 shares; 2025Q3: 91,733 shares; 2025Q4: 92,573 shares; 2026Q1: 92,603 shares 92,603 $2.12M 0.37% +30 Timeline IBTI ISHARES 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: 94,005 shares; 2026Q1: 94,330 shares 94,330 $2.1M 0.37% +325 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: 15,435 shares; 2024Q4: 48,815 shares; 2025Q1: 44,500 shares; 2025Q2: 29,635 shares; 2025Q3: 20,750 shares; 2025Q4: 39,407 shares; 2026Q1: 36,622 shares 36,622 $2.03M 0.35% -2,785 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: 1,427 shares; 2024Q4: 1,819 shares; 2025Q1: 1,869 shares; 2025Q2: 1,798 shares; 2025Q3: 2,051 shares; 2025Q4: 1,966 shares; 2026Q1: 1,989 shares 1,989 $1.98M 0.34% +23 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,030 shares; 2025Q1: 9,960 shares; 2025Q2: 9,785 shares; 2025Q3: 9,520 shares; 2025Q4: 9,410 shares; 2026Q1: 8,720 shares 8,720 $1.94M 0.34% -690 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: 16,285 shares; 2024Q4: 16,560 shares; 2025Q1: 16,919 shares; 2025Q2: 16,654 shares; 2025Q3: 16,741 shares; 2025Q4: 15,582 shares; 2026Q1: 15,382 shares 15,382 $1.91M 0.33% -200 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,898 shares; 2024Q4: 13,583 shares; 2025Q1: 13,308 shares; 2025Q2: 13,308 shares; 2025Q3: 13,073 shares; 2025Q4: 12,408 shares; 2026Q1: 13,391 shares 13,391 $1.77M 0.31% +983 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: 42,622 shares; 2024Q4: 39,038 shares; 2025Q1: 39,858 shares; 2025Q2: 38,803 shares; 2025Q3: 32,634 shares; 2025Q4: 32,279 shares; 2026Q1: 23,578 shares 23,578 $1.74M 0.3% -8,701 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: 5,851 shares; 2024Q4: 5,961 shares; 2025Q1: 6,005 shares; 2025Q2: 5,701 shares; 2025Q3: 5,888 shares; 2025Q4: 5,776 shares; 2026Q1: 5,901 shares 5,901 $1.74M 0.3% +125 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,481 shares; 2025Q1: 6,551 shares; 2025Q2: 4,426 shares; 2025Q3: 3,286 shares; 2025Q4: 3,256 shares; 2026Q1: 2,781 shares 2,781 $1.72M 0.3% -475 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: 9,661 shares; 2024Q4: 9,661 shares; 2025Q1: 9,809 shares; 2025Q2: 9,771 shares; 2025Q3: 9,904 shares; 2025Q4: 9,406 shares; 2026Q1: 9,306 shares 9,306 $1.58M 0.27% -100 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 19,450 shares; 2025Q1: 19,450 shares; 2025Q2: 19,450 shares; 2025Q3: 19,450 shares; 2025Q4: 19,450 shares; 2026Q1: 20,670 shares 20,670 $1.56M 0.27% +1,220 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 11,942 shares; 2025Q1: 11,942 shares; 2025Q2: 12,627 shares; 2025Q3: 13,027 shares; 2025Q4: 13,027 shares; 2026Q1: 12,657 shares 12,657 $1.56M 0.27% -370 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 32,710 shares; 2025Q1: 32,505 shares; 2025Q2: 32,270 shares; 2025Q3: 32,230 shares; 2025Q4: 31,810 shares; 2026Q1: 34,060 shares 34,060 $1.55M 0.27% +2,250 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: 624 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,563 shares; 2026Q1: 1,597 shares 1,597 $1.47M 0.26% +34 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 12,144 shares; 2025Q1: 11,872 shares; 2025Q2: 11,400 shares; 2025Q3: 11,306 shares; 2025Q4: 10,456 shares; 2026Q1: 10,341 shares 10,341 $1.46M 0.25% -115 Timeline IBDS ISHARES 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: 52,920 shares; 2025Q1: 52,840 shares; 2025Q2: 55,735 shares; 2025Q3: 56,960 shares; 2025Q4: 56,940 shares; 2026Q1: 56,945 shares 56,945 $1.38M 0.24% +5 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,220 shares; 2024Q4: 52,170 shares; 2025Q1: 52,110 shares; 2025Q2: 55,000 shares; 2025Q3: 56,230 shares; 2025Q4: 56,560 shares; 2026Q1: 56,640 shares 56,640 $1.37M 0.24% +80 Timeline IBDT ISHARES 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: 53,445 shares; 2026Q1: 53,670 shares 53,670 $1.36M 0.24% +225 Timeline EWT 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: 16,400 shares; 2024Q4: 16,060 shares; 2025Q1: 16,060 shares; 2025Q2: 16,460 shares; 2025Q3: 16,880 shares; 2025Q4: 16,880 shares; 2026Q1: 17,375 shares 17,375 $1.23M 0.21% +495 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: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 4,600 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 4,236 shares; 2026Q1: 5,891 shares 5,891 $1.23M 0.21% +1,655 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,858 shares; 2025Q1: 7,561 shares; 2025Q2: 7,258 shares; 2025Q3: 7,128 shares; 2025Q4: 7,458 shares; 2026Q1: 7,908 shares 7,908 $1.2M 0.21% +450 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: 7,880 shares; 2024Q4: 8,290 shares; 2025Q1: 7,805 shares; 2025Q2: 7,435 shares; 2025Q3: 7,215 shares; 2025Q4: 7,472 shares; 2026Q1: 7,952 shares 7,952 $1.18M 0.2% +480 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: 6,179 shares; 2024Q4: 6,179 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 4,669 shares; 2025Q4: 4,669 shares; 2026Q1: 4,669 shares 4,669 $1.17M 0.2% 0 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: 3,330 shares; 2024Q4: 3,410 shares; 2025Q1: 3,406 shares; 2025Q2: 3,363 shares; 2025Q3: 3,403 shares; 2025Q4: 3,290 shares; 2026Q1: 3,809 shares 3,809 $1.15M 0.2% +519 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: 21,129 shares; 2024Q4: 21,490 shares; 2025Q1: 19,665 shares; 2025Q2: 18,298 shares; 2025Q3: 22,368 shares; 2025Q4: 20,569 shares; 2026Q1: 20,734 shares 20,734 $1.14M 0.2% +165 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: 8,432 shares; 2024Q4: 7,647 shares; 2025Q1: 7,597 shares; 2025Q2: 8,172 shares; 2025Q3: 8,262 shares; 2025Q4: 8,891 shares; 2026Q1: 10,241 shares 10,241 $1.13M 0.2% +1,350 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: 1,490 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,555 shares; 2026Q1: 1,545 shares 1,545 $1.09M 0.19% -10 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: 5,669 shares; 2024Q4: 6,019 shares; 2025Q1: 5,689 shares; 2025Q2: 5,705 shares; 2025Q3: 5,274 shares; 2025Q4: 5,682 shares; 2026Q1: 5,518 shares 5,518 $1.08M 0.19% -164 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: 21,725 shares; 2024Q4: 20,680 shares; 2025Q1: 20,540 shares; 2025Q2: 18,970 shares; 2025Q3: 18,085 shares; 2025Q4: 15,120 shares; 2026Q1: 14,335 shares 14,335 $1.08M 0.19% -785 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: 26,900 shares; 2024Q4: 51,660 shares; 2025Q1: 48,615 shares; 2025Q2: 44,980 shares; 2025Q3: 46,410 shares; 2025Q4: 43,990 shares; 2026Q1: 43,190 shares 43,190 $1.07M 0.19% -800 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,565 shares; 2025Q4: 9,005 shares; 2026Q1: 9,770 shares 9,770 $1.04M 0.18% +765 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,080 shares; 2024Q4: 75,255 shares; 2025Q1: 77,195 shares; 2025Q2: 80,060 shares; 2025Q3: 75,008 shares; 2025Q4: 82,263 shares; 2026Q1: 94,608 shares 94,608 $1.03M 0.18% +12,345 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: 8,081 shares; 2024Q4: 7,861 shares; 2025Q1: 7,615 shares; 2025Q2: 7,534 shares; 2025Q3: 7,668 shares; 2025Q4: 6,622 shares; 2026Q1: 6,515 shares 6,515 $1.01M 0.18% -107 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,693 shares; 2024Q4: 16,103 shares; 2025Q1: 15,563 shares; 2025Q2: 15,438 shares; 2025Q3: 15,859 shares; 2025Q4: 17,494 shares; 2026Q1: 18,974 shares 18,974 $999K 0.17% +1,480 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: 38,436 shares; 2024Q4: 40,841 shares; 2025Q1: 40,841 shares; 2025Q2: 39,511 shares; 2025Q3: 40,536 shares; 2025Q4: 41,086 shares; 2026Q1: 43,046 shares 43,046 $994K 0.17% +1,960 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 22,676 shares; 2025Q1: 22,079 shares; 2025Q2: 22,289 shares; 2025Q3: 22,239 shares; 2025Q4: 21,084 shares; 2026Q1: 20,999 shares 20,999 $955K 0.17% -85 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 20,095 shares; 2025Q1: 20,245 shares; 2025Q2: 19,835 shares; 2025Q3: 20,335 shares; 2025Q4: 21,190 shares; 2026Q1: 21,150 shares 21,150 $954K 0.17% -40 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: 3,246 shares; 2024Q4: 3,306 shares; 2025Q1: 3,356 shares; 2025Q2: 3,275 shares; 2025Q3: 3,295 shares; 2025Q4: 2,930 shares; 2026Q1: 2,897 shares 2,897 $953K 0.17% -33 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: not reported; 2024Q4: 1,802 shares; 2025Q1: 2,055 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 2,545 shares; 2026Q1: 5,261 shares 5,261 $918K 0.16% +2,716 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 5,137 shares; 2025Q1: 5,132 shares; 2025Q2: 5,182 shares; 2025Q3: 6,707 shares; 2025Q4: 7,188 shares; 2026Q1: 7,510 shares 7,510 $910K 0.16% +322 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 8,360 shares; 2025Q1: 8,660 shares; 2025Q2: 7,070 shares; 2025Q3: 7,760 shares; 2025Q4: 8,110 shares; 2026Q1: 8,385 shares 8,385 $890K 0.15% +275 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: 31,221 shares; 2024Q4: 21,928 shares; 2025Q1: 20,313 shares; 2025Q2: 18,104 shares; 2025Q3: 18,425 shares; 2025Q4: 16,795 shares; 2026Q1: 16,285 shares 16,285 $880K 0.15% -510 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,289 shares; 2024Q4: 29,049 shares; 2025Q1: 29,049 shares; 2025Q2: 27,459 shares; 2025Q3: 27,934 shares; 2025Q4: 27,934 shares; 2026Q1: 30,794 shares 30,794 $869K 0.15% +2,860 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: 368 shares; 2024Q4: 1,448 shares; 2025Q1: 1,501 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $815K 0.14% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 15,237 shares; 2025Q1: 17,104 shares; 2025Q2: 17,124 shares; 2025Q3: 16,779 shares; 2025Q4: 17,809 shares; 2026Q1: 17,055 shares 17,055 $811K 0.14% -754 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: 2,695 shares; 2024Q4: 2,715 shares; 2025Q1: 2,720 shares; 2025Q2: 2,580 shares; 2025Q3: 2,622 shares; 2025Q4: 2,567 shares; 2026Q1: 2,509 shares 2,509 $780K 0.14% -58 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,258 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,315 shares; 2026Q1: 1,295 shares 1,295 $774K 0.13% -20 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: 1,660 shares; 2024Q4: 1,705 shares; 2025Q1: 1,677 shares; 2025Q2: 1,602 shares; 2025Q3: 1,652 shares; 2025Q4: 1,602 shares; 2026Q1: 1,518 shares 1,518 $758K 0.13% -84 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,504 shares; 2025Q1: 1,587 shares; 2025Q2: 1,658 shares; 2025Q3: 1,550 shares; 2025Q4: 1,535 shares; 2026Q1: 1,564 shares 1,564 $749K 0.13% +29 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 7,449 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 8,199 shares; 2025Q4: 8,199 shares; 2026Q1: 8,199 shares 8,199 $741K 0.13% 0 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 2,082 shares; 2025Q2: 2,071 shares; 2025Q3: 2,953 shares; 2025Q4: 3,354 shares; 2026Q1: 3,354 shares 3,354 $694K 0.12% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,056 shares; 2024Q4: 34,056 shares; 2025Q1: 34,056 shares; 2025Q2: 36,553 shares; 2025Q3: 35,126 shares; 2025Q4: 35,126 shares; 2026Q1: 35,126 shares 35,126 $678K 0.12% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 14,793 shares; 2025Q1: 14,796 shares; 2025Q2: 14,800 shares; 2025Q3: 17,273 shares; 2025Q4: 17,267 shares; 2026Q1: 17,270 shares 17,270 $654K 0.11% +3 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 9,003 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 10,328 shares; 2025Q4: 10,328 shares; 2026Q1: 10,328 shares 10,328 $647K 0.11% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,000 shares; 2026Q1: 10,100 shares 10,100 $634K 0.11% +100 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: 5,975 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,775 shares; 2025Q3: 5,715 shares; 2025Q4: 6,805 shares; 2026Q1: 6,690 shares 6,690 $633K 0.11% -115 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: 8,057 shares; 2024Q4: 8,677 shares; 2025Q1: 9,083 shares; 2025Q2: 8,140 shares; 2025Q3: 8,307 shares; 2025Q4: 7,859 shares; 2026Q1: 8,107 shares 8,107 $629K 0.11% +248 Timeline EWW 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: 6,365 shares; 2024Q4: 7,475 shares; 2025Q1: 7,475 shares; 2025Q2: 7,610 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares; 2026Q1: 8,195 shares 8,195 $617K 0.11% +240 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 17,500 shares; 2025Q1: 20,700 shares; 2025Q2: 23,055 shares; 2025Q3: 22,225 shares; 2025Q4: 24,290 shares; 2026Q1: 24,125 shares 24,125 $605K 0.11% -165 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares; 2026Q1: 12,550 shares 12,550 $600K 0.1% -475 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: 9,279 shares; 2024Q4: 10,144 shares; 2025Q1: 7,866 shares; 2025Q2: 9,479 shares; 2025Q3: 9,479 shares; 2025Q4: 11,849 shares; 2026Q1: 12,247 shares 12,247 $597K 0.1% +398 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: not reported; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,827 shares; 2026Q1: 2,057 shares 2,057 $592K 0.1% +230 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: 2,976 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 2,981 shares; 2025Q3: 3,138 shares; 2025Q4: 2,997 shares; 2026Q1: 3,018 shares 3,018 $586K 0.1% +21 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: 12,548 shares; 2024Q4: 13,493 shares; 2025Q1: 6,513 shares; 2025Q2: 6,323 shares; 2025Q3: 6,558 shares; 2025Q4: 6,953 shares; 2026Q1: 7,073 shares 7,073 $585K 0.1% +120 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: 2,630 shares; 2024Q4: 2,780 shares; 2025Q1: 2,895 shares; 2025Q2: 2,640 shares; 2025Q3: 2,775 shares; 2025Q4: 2,280 shares; 2026Q1: 2,391 shares 2,391 $584K 0.1% +111 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,363 shares; 2024Q4: 12,363 shares; 2025Q1: 12,363 shares; 2025Q2: 12,363 shares; 2025Q3: 13,618 shares; 2025Q4: 10,568 shares; 2026Q1: 10,568 shares 10,568 $572K 0.1% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,130 shares; 2024Q4: 17,150 shares; 2025Q1: 17,380 shares; 2025Q2: 20,375 shares; 2025Q3: 21,540 shares; 2025Q4: 21,780 shares; 2026Q1: 21,815 shares 21,815 $559K 0.1% +35 Timeline IBMP ISHARES 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: 17,965 shares; 2025Q1: 17,965 shares; 2025Q2: 20,740 shares; 2025Q3: 21,910 shares; 2025Q4: 21,910 shares; 2026Q1: 21,940 shares 21,940 $558K 0.1% +30 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,650 shares; 2025Q3: 4,880 shares; 2025Q4: 4,280 shares; 2026Q1: 4,379 shares 4,379 $557K 0.1% +99 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,985 shares; 2024Q4: 42,685 shares; 2025Q1: 42,685 shares; 2025Q2: 46,035 shares; 2025Q3: 48,085 shares; 2025Q4: 50,535 shares; 2026Q1: 56,225 shares 56,225 $552K 0.1% +5,690 Timeline IBMQ ISHARES 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: 21,375 shares; 2026Q1: 21,570 shares 21,570 $551K 0.1% +195 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 20,485 shares; 2025Q1: 20,485 shares; 2025Q2: 20,485 shares; 2025Q3: 24,485 shares; 2025Q4: 24,485 shares; 2026Q1: 24,485 shares 24,485 $547K 0.09% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 11,065 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,110 shares; 2026Q1: 10,050 shares 10,050 $544K 0.09% -60 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,764 shares; 2025Q3: 5,764 shares; 2025Q4: 5,709 shares; 2026Q1: 5,709 shares 5,709 $530K 0.09% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,493 shares; 2025Q2: 1,603 shares; 2025Q3: 1,678 shares; 2025Q4: 1,568 shares; 2026Q1: 1,587 shares 1,587 $521K 0.09% +19 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,488 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,330 shares; 2026Q1: 1,658 shares 1,658 $470K 0.08% +328 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: 3,474 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,380 shares; 2025Q3: 3,436 shares; 2025Q4: 3,110 shares; 2026Q1: 3,172 shares 3,172 $467K 0.08% +62 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,222 shares; 2025Q2: 5,097 shares; 2025Q3: 5,654 shares; 2025Q4: 5,097 shares; 2026Q1: 5,097 shares 5,097 $461K 0.08% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $458K 0.08% 0 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: not reported; 2024Q4: 11,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,245 shares; 2026Q1: 9,745 shares 9,745 $445K 0.08% -2,500 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,832 shares; 2026Q1: 1,851 shares 1,851 $437K 0.08% +19 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: 5,761 shares; 2024Q4: 6,136 shares; 2025Q1: 6,219 shares; 2025Q2: 5,901 shares; 2025Q3: 6,126 shares; 2025Q4: 5,637 shares; 2026Q1: 5,736 shares 5,736 $436K 0.08% +99 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: 4,573 shares; 2024Q4: 4,654 shares; 2025Q1: 4,598 shares; 2025Q2: 4,343 shares; 2025Q3: 4,454 shares; 2025Q4: 2,952 shares; 2026Q1: 2,993 shares 2,993 $432K 0.08% +41 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: 4,317 shares; 2024Q4: 4,742 shares; 2025Q1: 4,742 shares; 2025Q2: 4,647 shares; 2025Q3: 4,902 shares; 2025Q4: 4,009 shares; 2026Q1: 3,999 shares 3,999 $411K 0.07% -10 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: 959 shares; 2024Q4: 1,128 shares; 2025Q1: 1,228 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,686 shares; 2026Q1: 1,693 shares 1,693 $410K 0.07% +7 Timeline BRF 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: 14,355 shares; 2024Q4: 18,690 shares; 2025Q1: 18,690 shares; 2025Q2: 19,815 shares; 2025Q3: 21,140 shares; 2025Q4: 21,140 shares; 2026Q1: 22,125 shares 22,125 $405K 0.07% +985 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,420 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,690 shares; 2025Q4: 8,690 shares; 2026Q1: 9,155 shares 9,155 $399K 0.07% +465 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: 1,275 shares; 2024Q4: 1,250 shares; 2025Q1: 1,287 shares; 2025Q2: 1,245 shares; 2025Q3: 1,363 shares; 2025Q4: 1,358 shares; 2026Q1: 1,808 shares 1,808 $389K 0.07% +450 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: 1,390 shares; 2024Q4: 1,305 shares; 2025Q1: 1,300 shares; 2025Q2: 1,155 shares; 2025Q3: 1,185 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $377K 0.07% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares; 2026Q1: 1,301 shares 1,301 $373K 0.06% +498 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: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,855 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 5,365 shares 5,365 $371K 0.06% +370 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: 2,012 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,112 shares; 2025Q3: 2,184 shares; 2025Q4: 2,048 shares; 2026Q1: 1,853 shares 1,853 $367K 0.06% -195 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 18,790 shares; 2025Q1: 18,790 shares; 2025Q2: 20,910 shares; 2025Q3: 22,410 shares; 2025Q4: 22,410 shares; 2026Q1: 22,500 shares 22,500 $358K 0.06% +90 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,897 shares; 2025Q2: 5,692 shares; 2025Q3: 5,692 shares; 2025Q4: 8,524 shares; 2026Q1: 8,834 shares 8,834 $358K 0.06% +310 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 9,754 shares; 2025Q1: 9,754 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares; 2025Q4: 9,234 shares; 2026Q1: 9,889 shares 9,889 $355K 0.06% +655 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: 4,183 shares; 2024Q4: 3,565 shares; 2025Q1: 3,570 shares; 2025Q2: 3,425 shares; 2025Q3: 3,225 shares; 2025Q4: 2,787 shares; 2026Q1: 2,882 shares 2,882 $347K 0.06% +95 Timeline EWA 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: 10,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,390 shares; 2025Q2: 10,560 shares; 2025Q3: 11,030 shares; 2025Q4: 11,030 shares; 2026Q1: 12,350 shares 12,350 $343K 0.06% +1,320 Timeline EZA 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: 5,180 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 4,930 shares; 2025Q3: 5,030 shares; 2025Q4: 5,030 shares; 2026Q1: 5,035 shares 5,035 $341K 0.06% +5 Timeline CGW 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: 5,095 shares; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 4,905 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 5,300 shares 5,300 $339K 0.06% +295 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,720 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 5,630 shares 5,630 $338K 0.06% +820 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: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,130 shares; 2025Q3: 2,103 shares; 2025Q4: 1,353 shares; 2026Q1: 1,378 shares 1,378 $334K 0.06% +25 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: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 4,757 shares; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares; 2025Q4: 4,157 shares; 2026Q1: 4,157 shares 4,157 $331K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,360 shares; 2026Q1: 2,235 shares 2,235 $327K 0.06% -125 Timeline FAN 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: 12,430 shares; 2024Q4: 11,830 shares; 2025Q1: 11,830 shares; 2025Q2: 12,220 shares; 2025Q3: 12,655 shares; 2025Q4: 12,655 shares; 2026Q1: 13,135 shares 13,135 $325K 0.06% +480 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 36,635 shares; 2025Q1: 40,295 shares; 2025Q2: 38,260 shares; 2025Q3: 39,590 shares; 2025Q4: 40,777 shares; 2026Q1: 37,003 shares 37,003 $310K 0.05% -3,774 Timeline MOO 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: 3,012 shares; 2024Q4: not reported; 2025Q1: 3,012 shares; 2025Q2: 3,277 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,662 shares 3,662 $309K 0.05% +225 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 582 shares; 2026Q1: 725 shares 725 $308K 0.05% +143 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 824 shares; 2025Q3: 814 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $307K 0.05% 0 Timeline CRESY CRESUD S A C I F Y A More: the full row for CRESUD S A C I F Y A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 23,201 shares; 2025Q1: 23,201 shares; 2025Q2: 22,351 shares; 2025Q3: 22,721 shares; 2025Q4: 22,908 shares; 2026Q1: 23,773 shares 23,773 $302K 0.05% +865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 327 shares; 2026Q1: 346 shares 346 $302K 0.05% +19 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 21,201 shares; 2025Q3: 22,141 shares; 2025Q4: 22,141 shares; 2026Q1: 24,621 shares 24,621 $301K 0.05% +2,480 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 3,608 shares; 2025Q3: 3,768 shares; 2025Q4: 3,768 shares; 2026Q1: 3,933 shares 3,933 $297K 0.05% +165 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: 7,170 shares; 2024Q4: 5,997 shares; 2025Q1: 5,747 shares; 2025Q2: 4,807 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 4,877 shares 4,877 $296K 0.05% +110 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 345 shares 345 $292K 0.05% +28 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $289K 0.05% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,466 shares; 2024Q4: 70,811 shares; 2025Q1: 70,811 shares; 2025Q2: 72,776 shares; 2025Q3: 76,976 shares; 2025Q4: 76,976 shares; 2026Q1: 78,776 shares 78,776 $288K 0.05% +1,800 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,564 shares; 2025Q1: 10,564 shares; 2025Q2: 10,474 shares; 2025Q3: 10,854 shares; 2025Q4: 10,854 shares; 2026Q1: 13,624 shares 13,624 $280K 0.05% +2,770 Timeline COLO 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: 7,044 shares; 2025Q4: 7,044 shares; 2026Q1: 7,054 shares 7,054 $279K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares 810 $274K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,248 shares; 2026Q1: 1,186 shares 1,186 $268K 0.05% -62 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares; 2025Q4: 3,192 shares; 2026Q1: 3,192 shares 3,192 $267K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 774 shares; 2025Q3: 816 shares; 2025Q4: 788 shares; 2026Q1: 818 shares 818 $267K 0.05% +30 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: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,862 shares; 2025Q3: 1,773 shares; 2025Q4: 1,076 shares; 2026Q1: 1,146 shares 1,146 $249K 0.04% +70 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: not reported; 2026Q1: 400 shares 400 $242K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares 1,831 $242K 0.04% new 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: 644 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $230K 0.04% 0 Timeline EIDO ISHARES 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: 14,240 shares 14,240 $225K 0.04% 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: 15,823 shares; 2024Q4: 15,189 shares; 2025Q1: 15,214 shares; 2025Q2: 15,189 shares; 2025Q3: 14,204 shares; 2025Q4: not reported; 2026Q1: 7,779 shares 7,779 $218K 0.04% new 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: not reported; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $217K 0.04% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 5,510 shares; 2025Q2: 5,435 shares; 2025Q3: not reported; 2025Q4: 4,255 shares; 2026Q1: 4,275 shares 4,275 $214K 0.04% +20 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: 282 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481 $208K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: not reported; 2026Q1: 796 shares 796 $207K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 1,552 shares; 2026Q1: 1,552 shares 1,552 $206K 0.04% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 31,735 shares; 2026Q1: 31,735 shares 31,735 $111K 0.02% 0 Timeline