ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836,364 shares; 2024Q4: 3,897,446 shares; 2025Q1: 3,983,609 shares; 2025Q2: 4,267,048 shares; 2025Q3: 4,368,135 shares; 2025Q4: 4,380,579 shares; 2026Q1: 4,472,403 shares 4,472,403 $188M 11.93% +91,824 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320,203 shares; 2024Q4: 3,561,544 shares; 2025Q1: 3,720,162 shares; 2025Q2: 3,948,757 shares; 2025Q3: 4,306,370 shares; 2025Q4: 4,354,072 shares; 2026Q1: 4,508,481 shares 4,508,481 $123M 7.83% +154,409 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: 781,686 shares; 2024Q4: 2,329,858 shares; 2025Q1: 2,382,172 shares; 2025Q2: 2,489,469 shares; 2025Q3: 2,495,459 shares; 2025Q4: 2,622,172 shares; 2026Q1: 2,772,378 shares 2,772,378 $71.1M 4.52% +150,206 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414,558 shares; 2024Q4: 1,382,232 shares; 2025Q1: 1,426,037 shares; 2025Q2: 1,483,136 shares; 2025Q3: 1,534,753 shares; 2025Q4: 1,604,109 shares; 2026Q1: 1,538,543 shares 1,538,543 $60.7M 3.86% -65,566 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: 27,398 shares; 2024Q4: 79,373 shares; 2025Q1: 81,886 shares; 2025Q2: 94,495 shares; 2025Q3: 95,604 shares; 2025Q4: 96,484 shares; 2026Q1: 99,289 shares 99,289 $59.3M 3.77% +2,805 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: 926,735 shares; 2024Q4: 962,243 shares; 2025Q1: 1,013,152 shares; 2025Q2: 1,072,946 shares; 2025Q3: 1,185,694 shares; 2025Q4: 1,252,659 shares; 2026Q1: 1,255,489 shares 1,255,489 $53.4M 3.4% +2,830 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217,206 shares; 2024Q4: 1,488,438 shares; 2025Q1: 1,549,835 shares; 2025Q2: 1,614,405 shares; 2025Q3: 1,475,609 shares; 2025Q4: 1,467,661 shares; 2026Q1: 1,461,076 shares 1,461,076 $49.3M 3.14% -6,585 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: 482,511 shares; 2024Q4: 497,495 shares; 2025Q1: 512,877 shares; 2025Q2: 534,527 shares; 2025Q3: 604,002 shares; 2025Q4: 643,484 shares; 2026Q1: 645,395 shares 645,395 $44.1M 2.8% +1,911 Timeline LQTI 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: 139,970 shares; 2025Q3: 1,535,246 shares; 2025Q4: 1,904,709 shares; 2026Q1: 2,058,213 shares 2,058,213 $40.3M 2.56% +153,504 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: 10,791 shares; 2024Q4: 314,464 shares; 2025Q1: 329,696 shares; 2025Q2: 348,607 shares; 2025Q3: 541,165 shares; 2025Q4: 559,449 shares; 2026Q1: 574,533 shares 574,533 $36.8M 2.34% +15,084 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: 157,045 shares; 2024Q4: 170,951 shares; 2025Q1: 186,242 shares; 2025Q2: 185,504 shares; 2025Q3: 201,288 shares; 2025Q4: 202,299 shares; 2026Q1: 198,148 shares 198,148 $34.6M 2.2% -4,151 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 307,124 shares; 2025Q1: 339,924 shares; 2025Q2: 622,371 shares; 2025Q3: 626,905 shares; 2025Q4: 627,230 shares; 2026Q1: 610,969 shares 610,969 $33.4M 2.12% -16,261 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: 350,992 shares; 2024Q4: 448,534 shares; 2025Q1: 470,189 shares; 2025Q2: 509,890 shares; 2025Q3: 568,093 shares; 2025Q4: 581,795 shares; 2026Q1: 614,474 shares 614,474 $28.9M 1.84% +32,679 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: 85,296 shares; 2024Q4: 93,072 shares; 2025Q1: 97,201 shares; 2025Q2: 107,054 shares; 2025Q3: 107,538 shares; 2025Q4: 112,242 shares; 2026Q1: 107,707 shares 107,707 $27.3M 1.74% -4,535 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,892 shares; 2024Q4: 264,185 shares; 2025Q1: 272,153 shares; 2025Q2: 294,193 shares; 2025Q3: 303,482 shares; 2025Q4: 311,622 shares; 2026Q1: 296,650 shares 296,650 $25.1M 1.6% -14,972 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: 54,875 shares; 2024Q4: 342,184 shares; 2025Q1: 375,173 shares; 2025Q2: 408,309 shares; 2025Q3: 438,812 shares; 2025Q4: 505,206 shares; 2026Q1: 547,352 shares 547,352 $21.6M 1.37% +42,146 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,721 shares; 2024Q4: 373,217 shares; 2025Q1: 378,897 shares; 2025Q2: 392,982 shares; 2025Q3: 399,500 shares; 2025Q4: 409,250 shares; 2026Q1: 414,364 shares 414,364 $20.5M 1.3% +5,114 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,653 shares; 2024Q4: 441,833 shares; 2025Q1: 445,774 shares; 2025Q2: 458,018 shares; 2025Q3: 457,632 shares; 2025Q4: 454,467 shares; 2026Q1: 479,540 shares 479,540 $17.3M 1.1% +25,073 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: 784 shares; 2024Q4: 22,490 shares; 2025Q1: 22,547 shares; 2025Q2: 24,539 shares; 2025Q3: 24,478 shares; 2025Q4: 24,349 shares; 2026Q1: 24,358 shares 24,358 $15.9M 1.01% +9 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: 21,555 shares; 2024Q4: 21,658 shares; 2025Q1: 21,872 shares; 2025Q2: 24,066 shares; 2025Q3: 23,560 shares; 2025Q4: 23,355 shares; 2026Q1: 23,491 shares 23,491 $15.3M 0.97% +136 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: 34,267 shares; 2024Q4: 38,270 shares; 2025Q1: 39,323 shares; 2025Q2: 41,056 shares; 2025Q3: 41,434 shares; 2025Q4: 41,756 shares; 2026Q1: 40,944 shares 40,944 $15.2M 0.96% -812 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,463 shares; 2025Q4: 308,766 shares; 2026Q1: 308,616 shares 308,616 $14.1M 0.9% -150 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,627 shares; 2024Q4: 417,628 shares; 2025Q1: 420,506 shares; 2025Q2: 293,335 shares; 2025Q3: 378,411 shares; 2025Q4: 435,810 shares; 2026Q1: 275,161 shares 275,161 $13.9M 0.88% -160,649 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307,879 shares; 2024Q4: 2,375,997 shares; 2025Q1: 2,516,462 shares; 2025Q2: 2,417,496 shares; 2025Q3: 714,878 shares; 2025Q4: 649,110 shares; 2026Q1: 623,475 shares 623,475 $13.8M 0.88% -25,635 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: 326,264 shares; 2024Q4: 333,658 shares; 2025Q1: 336,339 shares; 2025Q2: 344,388 shares; 2025Q3: 344,318 shares; 2025Q4: 341,109 shares; 2026Q1: 345,655 shares 345,655 $13.5M 0.86% +4,546 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: 12,876 shares; 2024Q4: 20,951 shares; 2025Q1: 22,052 shares; 2025Q2: 26,160 shares; 2025Q3: 27,316 shares; 2025Q4: 27,590 shares; 2026Q1: 27,726 shares 27,726 $13.3M 0.84% +136 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: 4 shares; 2024Q4: 152,635 shares; 2025Q1: 158,631 shares; 2025Q2: 164,334 shares; 2025Q3: 171,504 shares; 2025Q4: 171,880 shares; 2026Q1: 171,167 shares 171,167 $12.7M 0.81% -713 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: 34,436 shares; 2024Q4: 37,797 shares; 2025Q1: 39,231 shares; 2025Q2: 45,688 shares; 2025Q3: 44,031 shares; 2025Q4: 43,771 shares; 2026Q1: 44,002 shares 44,002 $12.7M 0.8% +231 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: 29 shares; 2024Q4: 87,364 shares; 2025Q1: 88,213 shares; 2025Q2: 88,691 shares; 2025Q3: 89,258 shares; 2025Q4: 92,097 shares; 2026Q1: 83,378 shares 83,378 $11.9M 0.75% -8,719 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: 12,192 shares; 2024Q4: 30,656 shares; 2025Q1: 30,698 shares; 2025Q2: 32,256 shares; 2025Q3: 32,588 shares; 2025Q4: 33,067 shares; 2026Q1: 31,854 shares 31,854 $11.8M 0.75% -1,213 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: 43,524 shares; 2024Q4: 41,453 shares; 2025Q1: 39,667 shares; 2025Q2: 39,561 shares; 2025Q3: 39,107 shares; 2025Q4: 38,628 shares; 2026Q1: 36,784 shares 36,784 $11.4M 0.72% -1,844 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,768 shares; 2024Q4: 230,066 shares; 2025Q1: 229,633 shares; 2025Q2: 238,975 shares; 2025Q3: 208,259 shares; 2025Q4: 202,781 shares; 2026Q1: 196,208 shares 196,208 $11.1M 0.71% -6,573 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: 39,927 shares; 2024Q4: 43,440 shares; 2025Q1: 46,212 shares; 2025Q2: 52,098 shares; 2025Q3: 53,196 shares; 2025Q4: 54,303 shares; 2026Q1: 52,995 shares 52,995 $11M 0.7% -1,308 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,012 shares; 2024Q4: 87,223 shares; 2025Q1: 87,296 shares; 2025Q2: 113,557 shares; 2025Q3: 111,670 shares; 2025Q4: 120,002 shares; 2026Q1: 110,042 shares 110,042 $8.42M 0.54% -9,960 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: 24,191 shares; 2024Q4: 26,743 shares; 2025Q1: 27,756 shares; 2025Q2: 29,112 shares; 2025Q3: 29,258 shares; 2025Q4: 29,491 shares; 2026Q1: 28,592 shares 28,592 $8.41M 0.53% -899 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,101 shares; 2024Q4: 112,724 shares; 2025Q1: 110,359 shares; 2025Q2: 110,896 shares; 2025Q3: 107,162 shares; 2025Q4: 103,918 shares; 2026Q1: 97,176 shares 97,176 $8.25M 0.52% -6,742 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,058 shares; 2025Q3: 130,182 shares; 2025Q4: not reported; 2026Q1: 195,208 shares 195,208 $7.4M 0.47% new 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: 8 shares; 2024Q4: 35,226 shares; 2025Q1: 35,696 shares; 2025Q2: 35,883 shares; 2025Q3: 36,891 shares; 2025Q4: 37,227 shares; 2026Q1: 37,992 shares 37,992 $7.29M 0.46% +765 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: 52,574 shares; 2024Q4: 57,028 shares; 2025Q1: 57,604 shares; 2025Q2: 61,428 shares; 2025Q3: 62,671 shares; 2025Q4: 59,785 shares; 2026Q1: 57,215 shares 57,215 $7.11M 0.45% -2,570 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,704 shares; 2025Q4: 47,793 shares; 2026Q1: 59,007 shares 59,007 $6.86M 0.44% +11,214 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: 5,773 shares; 2024Q4: 82,507 shares; 2025Q1: 84,566 shares; 2025Q2: 88,838 shares; 2025Q3: 86,725 shares; 2025Q4: 89,484 shares; 2026Q1: 88,555 shares 88,555 $6.83M 0.43% -929 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: 228,454 shares; 2026Q1: 402,270 shares 402,270 $6.68M 0.42% +173,816 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,372 shares; 2024Q4: 80,977 shares; 2025Q1: 88,058 shares; 2025Q2: 131,228 shares; 2025Q3: 147,070 shares; 2025Q4: 152,434 shares; 2026Q1: 161,517 shares 161,517 $6.49M 0.41% +9,083 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,896 shares; 2024Q4: 169,699 shares; 2025Q1: 160,223 shares; 2025Q2: 165,093 shares; 2025Q3: 169,130 shares; 2025Q4: 168,326 shares; 2026Q1: 158,751 shares 158,751 $6.48M 0.41% -9,575 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: 10,793 shares; 2024Q4: 13,657 shares; 2025Q1: 13,785 shares; 2025Q2: 20,851 shares; 2025Q3: 21,231 shares; 2025Q4: 21,687 shares; 2026Q1: 21,394 shares 21,394 $6.47M 0.41% -293 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 19,948 shares; 2025Q1: 20,068 shares; 2025Q2: 20,854 shares; 2025Q3: 20,096 shares; 2025Q4: 19,171 shares; 2026Q1: 20,064 shares 20,064 $6.44M 0.41% +893 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,787 shares; 2024Q4: 84,101 shares; 2025Q1: 89,918 shares; 2025Q2: 96,004 shares; 2025Q3: 100,331 shares; 2025Q4: 105,959 shares; 2026Q1: 116,707 shares 116,707 $6.08M 0.39% +10,748 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,692 shares; 2025Q1: 49,024 shares; 2025Q2: 50,338 shares; 2025Q3: 50,864 shares; 2025Q4: 50,940 shares; 2026Q1: 52,584 shares 52,584 $5.77M 0.37% +1,644 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 6,100 shares; 2025Q1: 6,114 shares; 2025Q2: 17,588 shares; 2025Q3: 17,207 shares; 2025Q4: 17,200 shares; 2026Q1: 17,088 shares 17,088 $5.62M 0.36% -112 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: 29,641 shares; 2024Q4: 29,637 shares; 2025Q1: 29,449 shares; 2025Q2: 29,233 shares; 2025Q3: 29,236 shares; 2025Q4: 27,045 shares; 2026Q1: 25,199 shares 25,199 $5.42M 0.34% -1,846 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: 7,224 shares; 2024Q4: 8,045 shares; 2025Q1: 8,309 shares; 2025Q2: 9,050 shares; 2025Q3: 9,135 shares; 2025Q4: 9,144 shares; 2026Q1: 9,326 shares 9,326 $5.38M 0.34% +182 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: 15,362 shares; 2024Q4: 15,178 shares; 2025Q1: 16,173 shares; 2025Q2: 18,155 shares; 2025Q3: 17,943 shares; 2025Q4: 18,302 shares; 2026Q1: 18,314 shares 18,314 $5.26M 0.33% +12 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,011 shares; 2024Q4: 116,718 shares; 2025Q1: 117,372 shares; 2025Q2: 126,922 shares; 2025Q3: 93,492 shares; 2025Q4: 91,219 shares; 2026Q1: 97,857 shares 97,857 $4.95M 0.31% +6,638 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: not reported; 2024Q4: 73,531 shares; 2025Q1: 74,430 shares; 2025Q2: 79,391 shares; 2025Q3: 112,780 shares; 2025Q4: 114,265 shares; 2026Q1: 114,695 shares 114,695 $4.84M 0.31% +430 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: 7,176 shares; 2024Q4: 14,754 shares; 2025Q1: 14,775 shares; 2025Q2: 19,905 shares; 2025Q3: 17,208 shares; 2025Q4: 17,133 shares; 2026Q1: 15,949 shares 15,949 $4.58M 0.29% -1,184 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,510 shares; 2025Q1: 65,133 shares; 2025Q2: 61,984 shares; 2025Q3: 63,041 shares; 2025Q4: 65,569 shares; 2026Q1: 63,401 shares 63,401 $4.45M 0.28% -2,168 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,641 shares; 2025Q3: 102,484 shares; 2025Q4: 129,772 shares; 2026Q1: 177,729 shares 177,729 $4.3M 0.27% +47,957 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,629 shares; 2024Q4: 122,663 shares; 2025Q1: 122,835 shares; 2025Q2: 121,462 shares; 2025Q3: 128,793 shares; 2025Q4: 133,728 shares; 2026Q1: 144,969 shares 144,969 $4.16M 0.26% +11,241 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: 4,719 shares; 2024Q4: 4,782 shares; 2025Q1: 4,850 shares; 2025Q2: 4,892 shares; 2025Q3: 4,897 shares; 2025Q4: 5,018 shares; 2026Q1: 4,515 shares 4,515 $4.15M 0.26% -503 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624,283 shares; 2024Q4: 212,568 shares; 2025Q1: 195,198 shares; 2025Q2: 184,541 shares; 2025Q3: 152,292 shares; 2025Q4: 114,335 shares; 2026Q1: 78,245 shares 78,245 $3.94M 0.25% -36,090 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: 53,824 shares; 2024Q4: 56,556 shares; 2025Q1: 56,941 shares; 2025Q2: 57,512 shares; 2025Q3: 55,617 shares; 2025Q4: 199,085 shares; 2026Q1: 201,253 shares 201,253 $3.93M 0.25% +2,168 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 6,667 shares; 2025Q1: 6,923 shares; 2025Q2: 7,310 shares; 2025Q3: 7,484 shares; 2025Q4: 7,535 shares; 2026Q1: 6,962 shares 6,962 $3.82M 0.24% -573 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 82,238 shares; 2025Q4: 83,553 shares; 2026Q1: 88,467 shares 88,467 $3.73M 0.24% +4,914 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: 9,332 shares; 2024Q4: 9,292 shares; 2025Q1: 9,289 shares; 2025Q2: 12,516 shares; 2025Q3: 9,931 shares; 2025Q4: 9,804 shares; 2026Q1: 10,031 shares 10,031 $3.58M 0.23% +227 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,210 shares; 2024Q4: 42,929 shares; 2025Q1: 39,314 shares; 2025Q2: 39,325 shares; 2025Q3: 39,326 shares; 2025Q4: 39,329 shares; 2026Q1: 38,220 shares 38,220 $3.55M 0.23% -1,109 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: 6,631 shares; 2024Q4: 6,521 shares; 2025Q1: 6,548 shares; 2025Q2: 8,152 shares; 2025Q3: 7,381 shares; 2025Q4: 7,239 shares; 2026Q1: 7,484 shares 7,484 $3.47M 0.22% +245 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 13,824 shares; 2025Q1: 13,777 shares; 2025Q2: 13,520 shares; 2025Q3: 44,409 shares; 2025Q4: 76,269 shares; 2026Q1: 74,911 shares 74,911 $3.44M 0.22% -1,358 Timeline EDOW 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: 94,118 shares; 2025Q3: 84,824 shares; 2025Q4: 83,725 shares; 2026Q1: 83,528 shares 83,528 $3.39M 0.22% -197 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 46,623 shares; 2025Q1: 47,385 shares; 2025Q2: 49,768 shares; 2025Q3: 53,538 shares; 2025Q4: 56,155 shares; 2026Q1: 56,197 shares 56,197 $3.36M 0.21% +42 Timeline QQEW 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: 21,830 shares; 2024Q4: 22,508 shares; 2025Q1: 22,686 shares; 2025Q2: 26,055 shares; 2025Q3: 24,409 shares; 2025Q4: 24,614 shares; 2026Q1: 24,865 shares 24,865 $3.16M 0.2% +251 Timeline BSCT 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: 1,588 shares; 2024Q4: 148,182 shares; 2025Q1: 161,492 shares; 2025Q2: 154,078 shares; 2025Q3: 159,244 shares; 2025Q4: 158,548 shares; 2026Q1: 163,172 shares 163,172 $3.04M 0.19% +4,624 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 81,096 shares; 2026Q1: 120,537 shares 120,537 $3.03M 0.19% +39,441 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,596 shares; 2024Q4: 90,423 shares; 2025Q1: 88,767 shares; 2025Q2: 96,030 shares; 2025Q3: 99,113 shares; 2025Q4: 93,203 shares; 2026Q1: 84,589 shares 84,589 $3M 0.19% -8,614 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: 704 shares; 2024Q4: 34,606 shares; 2025Q1: 33,688 shares; 2025Q2: 33,281 shares; 2025Q3: 33,248 shares; 2025Q4: 34,813 shares; 2026Q1: 32,253 shares 32,253 $2.99M 0.19% -2,560 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: 4,100 shares; 2024Q4: 4,593 shares; 2025Q1: 4,728 shares; 2025Q2: 4,863 shares; 2025Q3: 5,120 shares; 2025Q4: 5,024 shares; 2026Q1: 5,130 shares 5,130 $2.93M 0.19% +106 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: 42,455 shares; 2024Q4: 45,494 shares; 2025Q1: 46,235 shares; 2025Q2: 49,766 shares; 2025Q3: 53,620 shares; 2025Q4: 56,926 shares; 2026Q1: 57,365 shares 57,365 $2.92M 0.19% +439 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,258 shares; 2024Q4: 92,137 shares; 2025Q1: 93,690 shares; 2025Q2: 99,722 shares; 2025Q3: 108,796 shares; 2025Q4: 115,075 shares; 2026Q1: 116,392 shares 116,392 $2.91M 0.19% +1,317 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: 2,020 shares; 2024Q4: 2,816 shares; 2025Q1: 4,055 shares; 2025Q2: 4,141 shares; 2025Q3: 4,147 shares; 2025Q4: 4,110 shares; 2026Q1: 4,102 shares 4,102 $2.91M 0.18% -8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,821 shares; 2024Q4: 13,194 shares; 2025Q1: 13,652 shares; 2025Q2: 14,950 shares; 2025Q3: 15,929 shares; 2025Q4: 15,168 shares; 2026Q1: 14,643 shares 14,643 $2.9M 0.18% -525 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,300 shares; 2024Q4: 65,300 shares; 2025Q1: 65,300 shares; 2025Q2: 65,300 shares; 2025Q3: 65,300 shares; 2025Q4: 65,300 shares; 2026Q1: 65,300 shares 65,300 $2.89M 0.18% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 12,130 shares; 2025Q1: 12,243 shares; 2025Q2: 12,374 shares; 2025Q3: 13,067 shares; 2025Q4: 14,018 shares; 2026Q1: 14,342 shares 14,342 $2.84M 0.18% +324 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: 51,920 shares; 2025Q1: 56,867 shares; 2025Q2: 50,456 shares; 2025Q3: 50,075 shares; 2025Q4: 53,950 shares; 2026Q1: 61,750 shares 61,750 $2.82M 0.18% +7,800 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: 15,733 shares; 2024Q4: 16,919 shares; 2025Q1: 16,701 shares; 2025Q2: 16,423 shares; 2025Q3: 16,316 shares; 2025Q4: 16,488 shares; 2026Q1: 16,456 shares 16,456 $2.79M 0.18% -32 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,140 shares; 2024Q4: 153,483 shares; 2025Q1: 155,054 shares; 2025Q2: 180,503 shares; 2025Q3: 181,021 shares; 2025Q4: 135,261 shares; 2026Q1: 114,126 shares 114,126 $2.78M 0.18% -21,135 Timeline AKRE 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: 53,967 shares; 2026Q1: 49,616 shares 49,616 $2.66M 0.17% -4,351 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: 7,800 shares; 2024Q4: 8,561 shares; 2025Q1: 8,726 shares; 2025Q2: 12,581 shares; 2025Q3: 12,089 shares; 2025Q4: 12,093 shares; 2026Q1: 11,863 shares 11,863 $2.58M 0.16% -230 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: 51,716 shares; 2024Q4: 52,004 shares; 2025Q1: 52,422 shares; 2025Q2: 51,987 shares; 2025Q3: 51,987 shares; 2025Q4: 51,987 shares; 2026Q1: 51,987 shares 51,987 $2.54M 0.16% 0 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: 6,176 shares; 2024Q4: 7,635 shares; 2025Q1: 8,077 shares; 2025Q2: 8,725 shares; 2025Q3: 9,009 shares; 2025Q4: 9,319 shares; 2026Q1: 9,297 shares 9,297 $2.43M 0.15% -22 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,089 shares; 2026Q1: 6,089 shares 6,089 $2.43M 0.15% 0 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: 8,832 shares; 2024Q4: 10,107 shares; 2025Q1: 10,634 shares; 2025Q2: 9,873 shares; 2025Q3: 9,998 shares; 2025Q4: 10,170 shares; 2026Q1: 9,893 shares 9,893 $2.42M 0.15% -277 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: 10,995 shares; 2024Q4: 12,810 shares; 2025Q1: 13,099 shares; 2025Q2: 13,997 shares; 2025Q3: 14,216 shares; 2025Q4: 14,661 shares; 2026Q1: 14,797 shares 14,797 $2.41M 0.15% +136 Timeline SCHK 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: 36,891 shares; 2024Q4: 78,832 shares; 2025Q1: 75,700 shares; 2025Q2: 76,840 shares; 2025Q3: 75,125 shares; 2025Q4: 79,895 shares; 2026Q1: 76,590 shares 76,590 $2.4M 0.15% -3,305 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 1,294 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $2.34M 0.15% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,318 shares; 2024Q4: 16,691 shares; 2025Q1: 16,903 shares; 2025Q2: 17,526 shares; 2025Q3: 16,465 shares; 2025Q4: 16,312 shares; 2026Q1: 16,098 shares 16,098 $2.33M 0.15% -214 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: 6,379 shares; 2024Q4: 7,460 shares; 2025Q1: 7,524 shares; 2025Q2: 7,930 shares; 2025Q3: 8,144 shares; 2025Q4: 8,192 shares; 2026Q1: 11,153 shares 11,153 $2.31M 0.15% +2,961 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: 2,080 shares; 2024Q4: 2,307 shares; 2025Q1: 2,328 shares; 2025Q2: 2,330 shares; 2025Q3: 2,319 shares; 2025Q4: 2,307 shares; 2026Q1: 2,307 shares 2,307 $2.3M 0.15% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,714 shares; 2024Q4: 164,610 shares; 2025Q1: 164,610 shares; 2025Q2: 164,610 shares; 2025Q3: 164,610 shares; 2025Q4: 164,227 shares; 2026Q1: 164,227 shares 164,227 $2.26M 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: 34,605 shares; 2025Q2: 17,013 shares; 2025Q3: 26,998 shares; 2025Q4: 29,140 shares; 2026Q1: 43,911 shares 43,911 $2.19M 0.14% +14,771 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,335 shares; 2025Q1: 2,354 shares; 2025Q2: 2,404 shares; 2025Q3: 2,466 shares; 2025Q4: 2,474 shares; 2026Q1: 2,468 shares 2,468 $2.09M 0.13% -6 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: 15,035 shares; 2024Q4: 15,180 shares; 2025Q1: 15,326 shares; 2025Q2: 16,303 shares; 2025Q3: 14,014 shares; 2025Q4: 13,954 shares; 2026Q1: 12,569 shares 12,569 $2.08M 0.13% -1,385 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: 16,034 shares; 2024Q4: 19,650 shares; 2025Q1: 19,659 shares; 2025Q2: 20,958 shares; 2025Q3: 21,199 shares; 2025Q4: 21,447 shares; 2026Q1: 21,396 shares 21,396 $2.07M 0.13% -51 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,218 shares; 2024Q4: 46,602 shares; 2025Q1: 48,038 shares; 2025Q2: 56,892 shares; 2025Q3: 59,845 shares; 2025Q4: 56,264 shares; 2026Q1: 60,240 shares 60,240 $2M 0.13% +3,976 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 14,556 shares; 2025Q1: 14,081 shares; 2025Q2: 13,595 shares; 2025Q3: 20,870 shares; 2025Q4: 21,585 shares; 2026Q1: 20,602 shares 20,602 $1.96M 0.12% -983 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: 42,413 shares; 2024Q4: 43,809 shares; 2025Q1: 50,733 shares; 2025Q2: 50,498 shares; 2025Q3: 50,500 shares; 2025Q4: 40,681 shares; 2026Q1: 40,081 shares 40,081 $1.95M 0.12% -600 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 9,327 shares; 2025Q1: 9,660 shares; 2025Q2: 11,007 shares; 2025Q3: 11,785 shares; 2025Q4: 10,124 shares; 2026Q1: 11,160 shares 11,160 $1.93M 0.12% +1,036 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: 2,329 shares; 2024Q4: 14,640 shares; 2025Q1: 14,418 shares; 2025Q2: 15,229 shares; 2025Q3: 15,330 shares; 2025Q4: 16,294 shares; 2026Q1: 17,374 shares 17,374 $1.84M 0.12% +1,080 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,671 shares; 2024Q4: 26,671 shares; 2025Q1: 26,671 shares; 2025Q2: 26,471 shares; 2025Q3: 26,271 shares; 2025Q4: 26,271 shares; 2026Q1: 26,271 shares 26,271 $1.79M 0.11% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,578 shares; 2026Q1: 14,139 shares 14,139 $1.79M 0.11% +561 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,777 shares; 2025Q1: 4,786 shares; 2025Q2: 4,795 shares; 2025Q3: 4,804 shares; 2025Q4: 4,813 shares; 2026Q1: 4,820 shares 4,820 $1.79M 0.11% +7 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: 6,574 shares; 2024Q4: 10,489 shares; 2025Q1: 11,625 shares; 2025Q2: 12,241 shares; 2025Q3: 11,312 shares; 2025Q4: 11,118 shares; 2026Q1: 11,767 shares 11,767 $1.73M 0.11% +649 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: 9,509 shares; 2024Q4: 27,953 shares; 2025Q1: 26,193 shares; 2025Q2: 26,221 shares; 2025Q3: 26,018 shares; 2025Q4: 26,083 shares; 2026Q1: 25,177 shares 25,177 $1.7M 0.11% -906 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,994 shares; 2025Q1: 4,134 shares; 2025Q2: 4,618 shares; 2025Q3: 4,843 shares; 2025Q4: 4,078 shares; 2026Q1: 4,485 shares 4,485 $1.69M 0.11% +407 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: 4,896 shares; 2024Q4: 4,978 shares; 2025Q1: 5,801 shares; 2025Q2: 7,415 shares; 2025Q3: 7,571 shares; 2025Q4: 8,998 shares; 2026Q1: 8,668 shares 8,668 $1.67M 0.11% -330 Timeline SPYD 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: 40,882 shares; 2024Q4: 40,305 shares; 2025Q1: 40,205 shares; 2025Q2: 40,135 shares; 2025Q3: 38,705 shares; 2025Q4: 36,675 shares; 2026Q1: 36,675 shares 36,675 $1.67M 0.11% 0 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: 18,831 shares; 2024Q4: 20,062 shares; 2025Q1: 20,207 shares; 2025Q2: 19,980 shares; 2025Q3: 20,062 shares; 2025Q4: 20,608 shares; 2026Q1: 20,502 shares 20,502 $1.59M 0.1% -106 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 254 shares; 2025Q2: 1,037 shares; 2025Q3: 2,227 shares; 2025Q4: 11,084 shares; 2026Q1: 15,055 shares 15,055 $1.57M 0.1% +3,971 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: 5,073 shares; 2025Q1: 6,371 shares; 2025Q2: 7,256 shares; 2025Q3: 8,143 shares; 2025Q4: 8,741 shares; 2026Q1: 10,744 shares 10,744 $1.57M 0.1% +2,003 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: 5,608 shares; 2024Q4: 5,912 shares; 2025Q1: 7,327 shares; 2025Q2: 7,163 shares; 2025Q3: 7,263 shares; 2025Q4: 7,331 shares; 2026Q1: 7,464 shares 7,464 $1.52M 0.1% +133 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 48,683 shares; 2025Q4: 51,697 shares; 2026Q1: 53,704 shares 53,704 $1.49M 0.09% +2,007 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: 6,890 shares; 2024Q4: 7,244 shares; 2025Q1: 6,781 shares; 2025Q2: 6,775 shares; 2025Q3: 7,286 shares; 2025Q4: 6,666 shares; 2026Q1: 6,664 shares 6,664 $1.42M 0.09% -2 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: 3,675 shares; 2024Q4: 5,597 shares; 2025Q1: 5,707 shares; 2025Q2: 5,356 shares; 2025Q3: 5,129 shares; 2025Q4: 5,452 shares; 2026Q1: 4,176 shares 4,176 $1.41M 0.09% -1,276 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: 3,807 shares; 2024Q4: 14,411 shares; 2025Q1: 14,471 shares; 2025Q2: 14,977 shares; 2025Q3: 15,077 shares; 2025Q4: 15,232 shares; 2026Q1: 15,244 shares 15,244 $1.38M 0.09% +12 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,583 shares; 2025Q1: 1,592 shares; 2025Q2: 1,598 shares; 2025Q3: 1,594 shares; 2025Q4: 1,589 shares; 2026Q1: 1,588 shares 1,588 $1.37M 0.09% -1 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: 850 shares; 2024Q4: 1,018 shares; 2025Q1: 1,943 shares; 2025Q2: 2,083 shares; 2025Q3: 2,334 shares; 2025Q4: 2,395 shares; 2026Q1: 1,969 shares 1,969 $1.37M 0.09% -426 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: 3,589 shares; 2024Q4: 3,921 shares; 2025Q1: 3,941 shares; 2025Q2: 3,963 shares; 2025Q3: 4,057 shares; 2025Q4: 4,064 shares; 2026Q1: 4,041 shares 4,041 $1.26M 0.08% -23 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: 13,528 shares; 2024Q4: 13,644 shares; 2025Q1: 13,528 shares; 2025Q2: 13,528 shares; 2025Q3: 13,528 shares; 2025Q4: 13,528 shares; 2026Q1: 13,528 shares 13,528 $1.24M 0.08% 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: 8,762 shares; 2024Q4: 8,823 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 8,136 shares; 2026Q1: 8,136 shares 8,136 $1.23M 0.08% 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: 4,140 shares; 2024Q4: 4,377 shares; 2025Q1: 4,421 shares; 2025Q2: 4,763 shares; 2025Q3: 4,777 shares; 2025Q4: 4,788 shares; 2026Q1: 5,133 shares 5,133 $1.22M 0.08% +345 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,338 shares; 2024Q4: 13,024 shares; 2025Q1: 12,697 shares; 2025Q2: 14,055 shares; 2025Q3: 14,088 shares; 2025Q4: 12,422 shares; 2026Q1: 12,270 shares 12,270 $1.18M 0.08% -152 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: 17,290 shares; 2024Q4: 17,803 shares; 2025Q1: 17,709 shares; 2025Q2: 39,629 shares; 2025Q3: 38,316 shares; 2025Q4: 36,778 shares; 2026Q1: 40,482 shares 40,482 $1.17M 0.07% +3,704 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: 52,318 shares; 2024Q4: 55,036 shares; 2025Q1: 55,420 shares; 2025Q2: 55,991 shares; 2025Q3: 54,863 shares; 2025Q4: 59,112 shares; 2026Q1: 59,158 shares 59,158 $1.16M 0.07% +46 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 7,275 shares; 2025Q1: 7,464 shares; 2025Q2: 5,347 shares; 2025Q3: 4,779 shares; 2025Q4: 4,577 shares; 2026Q1: 4,290 shares 4,290 $1.16M 0.07% -287 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,443 shares; 2025Q1: 2,428 shares; 2025Q2: 2,489 shares; 2025Q3: 2,501 shares; 2025Q4: 2,541 shares; 2026Q1: 2,512 shares 2,512 $1.16M 0.07% -29 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,150 shares; 2026Q1: 34,440 shares 34,440 $1.15M 0.07% +26,290 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: 8,252 shares; 2024Q4: 9,304 shares; 2025Q1: 9,068 shares; 2025Q2: 9,944 shares; 2025Q3: 9,960 shares; 2025Q4: 9,806 shares; 2026Q1: 9,503 shares 9,503 $1.14M 0.07% -303 Timeline BSCS 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: 50,131 shares; 2024Q4: 186,254 shares; 2025Q1: 189,153 shares; 2025Q2: 181,599 shares; 2025Q3: 57,448 shares; 2025Q4: 57,331 shares; 2026Q1: 55,831 shares 55,831 $1.14M 0.07% -1,500 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: 1,887 shares; 2024Q4: 2,283 shares; 2025Q1: 2,403 shares; 2025Q2: 2,407 shares; 2025Q3: 2,402 shares; 2025Q4: 2,329 shares; 2026Q1: 2,274 shares 2,274 $1.14M 0.07% -55 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: 2,235 shares; 2024Q4: 2,246 shares; 2025Q1: 2,472 shares; 2025Q2: 2,474 shares; 2025Q3: 2,487 shares; 2025Q4: 2,480 shares; 2026Q1: 2,590 shares 2,590 $1.13M 0.07% +110 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: 3,297 shares; 2024Q4: 3,491 shares; 2025Q1: 3,439 shares; 2025Q2: 3,442 shares; 2025Q3: 3,466 shares; 2025Q4: 3,925 shares; 2026Q1: 3,924 shares 3,924 $1.13M 0.07% -1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,160 shares; 2025Q1: 5,014 shares; 2025Q2: 4,880 shares; 2025Q3: 4,962 shares; 2025Q4: 4,991 shares; 2026Q1: 4,753 shares 4,753 $1.12M 0.07% -238 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: 13,282 shares; 2024Q4: 13,822 shares; 2025Q1: 15,198 shares; 2025Q2: 17,477 shares; 2025Q3: 16,708 shares; 2025Q4: 16,494 shares; 2026Q1: 14,691 shares 14,691 $1.12M 0.07% -1,803 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,108 shares; 2025Q1: 3,140 shares; 2025Q2: 3,360 shares; 2025Q3: 3,273 shares; 2025Q4: 3,269 shares; 2026Q1: 3,262 shares 3,262 $1.11M 0.07% -7 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 44,141 shares; 2026Q1: 44,141 shares 44,141 $1.11M 0.07% 0 Timeline APRB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 39,415 shares; 2026Q1: 43,801 shares 43,801 $1.11M 0.07% +4,386 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: 39,986 shares; 2024Q4: 40,162 shares; 2025Q1: 41,033 shares; 2025Q2: 41,482 shares; 2025Q3: 42,200 shares; 2025Q4: 39,077 shares; 2026Q1: 39,169 shares 39,169 $1.1M 0.07% +92 Timeline JULB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 43,302 shares; 2026Q1: 43,302 shares 43,302 $1.09M 0.07% 0 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: 672 shares; 2024Q4: 8,859 shares; 2025Q1: 8,948 shares; 2025Q2: 8,637 shares; 2025Q3: 8,659 shares; 2025Q4: 8,251 shares; 2026Q1: 8,677 shares 8,677 $1.08M 0.07% +426 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: 10,587 shares; 2024Q4: 11,798 shares; 2025Q1: 11,906 shares; 2025Q2: 11,994 shares; 2025Q3: 11,873 shares; 2025Q4: 11,969 shares; 2026Q1: 11,449 shares 11,449 $1.06M 0.07% -520 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,501 shares; 2025Q1: 8,329 shares; 2025Q2: 8,488 shares; 2025Q3: 7,726 shares; 2025Q4: 8,201 shares; 2026Q1: 8,079 shares 8,079 $1.06M 0.07% -122 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: 5,379 shares; 2025Q1: 5,383 shares; 2025Q2: 5,524 shares; 2025Q3: 5,514 shares; 2025Q4: 5,622 shares; 2026Q1: 4,925 shares 4,925 $1.05M 0.07% -697 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: 3,600 shares; 2024Q4: 4,173 shares; 2025Q1: 4,723 shares; 2025Q2: 4,830 shares; 2025Q3: 5,079 shares; 2025Q4: 4,742 shares; 2026Q1: 5,193 shares 5,193 $1.02M 0.06% +451 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: 4,327 shares; 2024Q4: 4,443 shares; 2025Q1: 4,484 shares; 2025Q2: 4,688 shares; 2025Q3: 4,832 shares; 2025Q4: 4,934 shares; 2026Q1: 5,118 shares 5,118 $1.02M 0.06% +184 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: 5,488 shares; 2024Q4: 6,648 shares; 2025Q1: 6,497 shares; 2025Q2: 6,462 shares; 2025Q3: 6,547 shares; 2025Q4: 6,772 shares; 2026Q1: 6,202 shares 6,202 $963K 0.06% -570 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: 718 shares; 2024Q4: 749 shares; 2025Q1: 783 shares; 2025Q2: 795 shares; 2025Q3: 831 shares; 2025Q4: 9,380 shares; 2026Q1: 9,790 shares 9,790 $941K 0.06% +410 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: 8,705 shares; 2024Q4: 8,705 shares; 2025Q1: 8,988 shares; 2025Q2: 9,504 shares; 2025Q3: 9,427 shares; 2025Q4: 9,694 shares; 2026Q1: 9,551 shares 9,551 $929K 0.06% -143 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: 15,100 shares; 2024Q4: 16,537 shares; 2025Q1: 16,102 shares; 2025Q2: 16,102 shares; 2025Q3: 16,102 shares; 2025Q4: 16,102 shares; 2026Q1: 16,102 shares 16,102 $928K 0.06% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 5,823 shares; 2026Q1: 5,730 shares 5,730 $927K 0.06% -93 Timeline SKYY 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: 8,408 shares; 2024Q4: 8,408 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares; 2026Q1: 8,378 shares 8,378 $916K 0.06% 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: 1,032 shares; 2024Q4: 3,964 shares; 2025Q1: 4,191 shares; 2025Q2: 3,614 shares; 2025Q3: 3,625 shares; 2025Q4: 3,822 shares; 2026Q1: 3,722 shares 3,722 $903K 0.06% -100 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: 7,617 shares; 2024Q4: 8,197 shares; 2025Q1: 8,202 shares; 2025Q2: 8,282 shares; 2025Q3: not reported; 2025Q4: 9,702 shares; 2026Q1: 10,087 shares 10,087 $874K 0.06% +385 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,795 shares; 2025Q1: 2,809 shares; 2025Q2: 2,786 shares; 2025Q3: 2,856 shares; 2025Q4: 2,863 shares; 2026Q1: 2,882 shares 2,882 $872K 0.06% +19 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: 892 shares; 2025Q1: 897 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 917 shares; 2026Q1: 898 shares 898 $864K 0.05% -19 Timeline OILK 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: 21,539 shares; 2024Q4: 24,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,677 shares 15,677 $848K 0.05% new 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: 6,492 shares; 2024Q4: 6,211 shares; 2025Q1: 6,126 shares; 2025Q2: 6,297 shares; 2025Q3: 6,280 shares; 2025Q4: 6,270 shares; 2026Q1: 6,209 shares 6,209 $800K 0.05% -61 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: 1,828 shares; 2024Q4: 4,664 shares; 2025Q1: 4,737 shares; 2025Q2: 4,597 shares; 2025Q3: 4,377 shares; 2025Q4: 4,652 shares; 2026Q1: 4,095 shares 4,095 $764K 0.05% -557 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: 2,725 shares; 2024Q4: 2,864 shares; 2025Q1: 2,854 shares; 2025Q2: 2,791 shares; 2025Q3: 2,807 shares; 2025Q4: 2,697 shares; 2026Q1: 2,608 shares 2,608 $761K 0.05% -89 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: not reported; 2024Q4: 156,844 shares; 2025Q1: 165,291 shares; 2025Q2: 17,711 shares; 2025Q3: 14,091 shares; 2025Q4: 13,584 shares; 2026Q1: 10,891 shares 10,891 $760K 0.05% -2,693 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: 8,309 shares; 2024Q4: 9,189 shares; 2025Q1: 10,281 shares; 2025Q2: 10,818 shares; 2025Q3: 7,975 shares; 2025Q4: 8,688 shares; 2026Q1: 9,305 shares 9,305 $738K 0.05% +617 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: 1,188 shares; 2024Q4: 1,367 shares; 2025Q1: 1,221 shares; 2025Q2: 1,209 shares; 2025Q3: 1,180 shares; 2025Q4: 1,194 shares; 2026Q1: 1,215 shares 1,215 $734K 0.05% +21 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: 10,312 shares; 2024Q4: 10,388 shares; 2025Q1: 10,388 shares; 2025Q2: 10,578 shares; 2025Q3: 10,578 shares; 2025Q4: 10,694 shares; 2026Q1: 10,694 shares 10,694 $727K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,734 shares; 2025Q2: 4,959 shares; 2025Q3: 8,356 shares; 2025Q4: 8,671 shares; 2026Q1: 8,736 shares 8,736 $723K 0.05% +65 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,629 shares; 2025Q1: 3,590 shares; 2025Q2: 3,121 shares; 2025Q3: 3,094 shares; 2025Q4: 3,092 shares; 2026Q1: 3,135 shares 3,135 $720K 0.05% +43 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: 35,624 shares; 2024Q4: 34,119 shares; 2025Q1: 30,930 shares; 2025Q2: 29,488 shares; 2025Q3: 14,516 shares; 2025Q4: 11,775 shares; 2026Q1: 11,480 shares 11,480 $718K 0.05% -295 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 7,460 shares; 2025Q4: 13,035 shares; 2026Q1: 33,925 shares 33,925 $717K 0.05% +20,890 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: 1,589 shares; 2025Q1: 1,681 shares; 2025Q2: 1,999 shares; 2025Q3: 2,099 shares; 2025Q4: 2,177 shares; 2026Q1: 2,115 shares 2,115 $715K 0.05% -62 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: 1,958 shares; 2024Q4: 2,055 shares; 2025Q1: 3,168 shares; 2025Q2: 3,308 shares; 2025Q3: 3,295 shares; 2025Q4: 3,475 shares; 2026Q1: 1,623 shares 1,623 $698K 0.04% -1,852 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: 7,429 shares; 2024Q4: 7,338 shares; 2025Q1: 7,400 shares; 2025Q2: 7,812 shares; 2025Q3: 9,270 shares; 2025Q4: 9,308 shares; 2026Q1: 8,759 shares 8,759 $697K 0.04% -549 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: 3,020 shares; 2024Q4: 4,229 shares; 2025Q1: 4,608 shares; 2025Q2: 4,547 shares; 2025Q3: 3,968 shares; 2025Q4: 4,099 shares; 2026Q1: 4,122 shares 4,122 $682K 0.04% +23 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,806 shares; 2024Q4: 39,890 shares; 2025Q1: 39,070 shares; 2025Q2: 38,183 shares; 2025Q3: 38,214 shares; 2025Q4: 38,183 shares; 2026Q1: 39,267 shares 39,267 $657K 0.04% +1,084 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,637 shares; 2025Q1: 16,637 shares; 2025Q2: 16,637 shares; 2025Q3: 16,637 shares; 2025Q4: 16,637 shares; 2026Q1: 16,637 shares 16,637 $656K 0.04% 0 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: 4,364 shares; 2024Q4: 5,908 shares; 2025Q1: 5,708 shares; 2025Q2: 5,264 shares; 2025Q3: 5,581 shares; 2025Q4: 4,957 shares; 2026Q1: 4,949 shares 4,949 $653K 0.04% -8 Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 42,739 shares; 2025Q1: 42,849 shares; 2025Q2: 42,982 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares; 2026Q1: 41,644 shares 41,644 $652K 0.04% -38 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: 6,045 shares; 2024Q4: 11,775 shares; 2025Q1: 22,521 shares; 2025Q2: 21,301 shares; 2025Q3: 21,793 shares; 2025Q4: 24,092 shares; 2026Q1: 26,318 shares 26,318 $651K 0.04% +2,226 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: 1,101 shares; 2024Q4: 1,252 shares; 2025Q1: 1,327 shares; 2025Q2: 1,451 shares; 2025Q3: 1,990 shares; 2025Q4: 2,184 shares; 2026Q1: 2,284 shares 2,284 $648K 0.04% +100 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: 5,706 shares; 2024Q4: 6,893 shares; 2025Q1: 6,983 shares; 2025Q2: 7,610 shares; 2025Q3: 6,657 shares; 2025Q4: 6,588 shares; 2026Q1: 6,302 shares 6,302 $647K 0.04% -286 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 4,899 shares; 2025Q1: 4,633 shares; 2025Q2: 4,947 shares; 2025Q3: 4,546 shares; 2025Q4: 4,402 shares; 2026Q1: 5,427 shares 5,427 $644K 0.04% +1,025 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,200 shares; 2025Q1: 2,203 shares; 2025Q2: 2,189 shares; 2025Q3: 2,203 shares; 2025Q4: 2,196 shares; 2026Q1: 2,190 shares 2,190 $609K 0.04% -6 Timeline IGRO 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: 8,213 shares; 2025Q1: 8,235 shares; 2025Q2: 7,258 shares; 2025Q3: 7,058 shares; 2025Q4: 7,056 shares; 2026Q1: 6,985 shares 6,985 $585K 0.04% -71 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 4,957 shares; 2025Q3: 4,948 shares; 2025Q4: 4,948 shares; 2026Q1: 4,931 shares 4,931 $585K 0.04% -17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 428 shares; 2025Q1: 354 shares; 2025Q2: 414 shares; 2025Q3: 429 shares; 2025Q4: 430 shares; 2026Q1: 439 shares 439 $579K 0.04% +9 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: 10,978 shares; 2024Q4: 12,430 shares; 2025Q1: 11,585 shares; 2025Q2: 17,647 shares; 2025Q3: 17,944 shares; 2025Q4: 10,746 shares; 2026Q1: 11,502 shares 11,502 $577K 0.04% +756 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,240 shares; 2025Q1: 2,225 shares; 2025Q2: 2,210 shares; 2025Q3: 2,357 shares; 2025Q4: 2,360 shares; 2026Q1: 2,362 shares 2,362 $577K 0.04% +2 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: 2,207 shares; 2024Q4: 2,317 shares; 2025Q1: 3,536 shares; 2025Q2: 3,581 shares; 2025Q3: 3,567 shares; 2025Q4: 2,547 shares; 2026Q1: 2,510 shares 2,510 $567K 0.04% -37 Timeline JEPQ 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: 9,289 shares; 2024Q4: 10,189 shares; 2025Q1: 10,189 shares; 2025Q2: 10,189 shares; 2025Q3: 10,189 shares; 2025Q4: 10,189 shares; 2026Q1: 10,189 shares 10,189 $566K 0.04% 0 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: 2,885 shares; 2024Q4: 3,093 shares; 2025Q1: 3,129 shares; 2025Q2: 3,308 shares; 2025Q3: 3,342 shares; 2025Q4: 3,213 shares; 2026Q1: 2,829 shares 2,829 $561K 0.04% -384 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,170 shares; 2025Q1: 5,173 shares; 2025Q2: 5,262 shares; 2025Q3: 4,260 shares; 2025Q4: 4,284 shares; 2026Q1: 4,242 shares 4,242 $556K 0.04% -42 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: 12,586 shares; 2024Q4: 13,347 shares; 2025Q1: 13,378 shares; 2025Q2: 14,051 shares; 2025Q3: 14,088 shares; 2025Q4: 14,089 shares; 2026Q1: 14,122 shares 14,122 $549K 0.03% +33 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: 1,026 shares; 2024Q4: 1,054 shares; 2025Q1: 1,097 shares; 2025Q2: 1,044 shares; 2025Q3: 1,154 shares; 2025Q4: 1,091 shares; 2026Q1: 1,102 shares 1,102 $547K 0.03% +11 Timeline IXN 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: 4,962 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,453 shares; 2026Q1: 5,425 shares 5,425 $542K 0.03% -28 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,391 shares; 2025Q1: 1,364 shares; 2025Q2: 1,193 shares; 2025Q3: 1,109 shares; 2025Q4: 1,097 shares; 2026Q1: 1,103 shares 1,103 $542K 0.03% +6 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: 9,092 shares; 2024Q4: 18,623 shares; 2025Q1: 19,223 shares; 2025Q2: 18,665 shares; 2025Q3: 18,453 shares; 2025Q4: 18,579 shares; 2026Q1: 18,584 shares 18,584 $540K 0.03% +5 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: 2,718 shares; 2024Q4: 13,546 shares; 2025Q1: 13,606 shares; 2025Q2: 13,162 shares; 2025Q3: 13,185 shares; 2025Q4: 16,537 shares; 2026Q1: 17,137 shares 17,137 $526K 0.03% +600 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: 5,265 shares; 2024Q4: 5,388 shares; 2025Q1: 5,359 shares; 2025Q2: 5,878 shares; 2025Q3: 5,715 shares; 2025Q4: 5,971 shares; 2026Q1: 5,837 shares 5,837 $523K 0.03% -134 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 271 shares 271 $519K 0.03% +11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,425 shares; 2025Q3: 9,500 shares; 2025Q4: 10,859 shares; 2026Q1: 11,349 shares 11,349 $501K 0.03% +490 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: 2,585 shares; 2024Q4: 3,033 shares; 2025Q1: 2,989 shares; 2025Q2: 2,590 shares; 2025Q3: 2,591 shares; 2025Q4: 2,512 shares; 2026Q1: 2,557 shares 2,557 $496K 0.03% +45 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: 15,789 shares; 2024Q4: 16,551 shares; 2025Q1: 17,077 shares; 2025Q2: 17,129 shares; 2025Q3: 14,573 shares; 2025Q4: 13,770 shares; 2026Q1: 13,261 shares 13,261 $494K 0.03% -509 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: 1,616 shares; 2024Q4: 1,670 shares; 2025Q1: 1,705 shares; 2025Q2: 1,301 shares; 2025Q3: 1,338 shares; 2025Q4: 1,525 shares; 2026Q1: 1,402 shares 1,402 $493K 0.03% -123 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: 5,729 shares; 2024Q4: 6,781 shares; 2025Q1: 6,741 shares; 2025Q2: 13,996 shares; 2025Q3: 13,671 shares; 2025Q4: 5,159 shares; 2026Q1: 5,067 shares 5,067 $488K 0.03% -92 Timeline SPLV 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: 12,393 shares; 2024Q4: 12,568 shares; 2025Q1: 7,600 shares; 2025Q2: 7,387 shares; 2025Q3: 7,319 shares; 2025Q4: 7,071 shares; 2026Q1: 6,666 shares 6,666 $488K 0.03% -405 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: 3,782 shares; 2024Q4: 3,289 shares; 2025Q1: 3,297 shares; 2025Q2: 3,235 shares; 2025Q3: 2,473 shares; 2025Q4: 2,475 shares; 2026Q1: 2,519 shares 2,519 $484K 0.03% +44 Timeline REET 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: 14,320 shares; 2024Q4: 15,995 shares; 2025Q1: 17,265 shares; 2025Q2: 17,860 shares; 2025Q3: 18,135 shares; 2025Q4: 19,845 shares; 2026Q1: 18,960 shares 18,960 $477K 0.03% -885 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,811 shares; 2025Q1: 1,822 shares; 2025Q2: 1,760 shares; 2025Q3: 1,790 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares 1,786 $477K 0.03% 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: 210 shares; 2024Q4: 80,224 shares; 2025Q1: 84,033 shares; 2025Q2: 89,392 shares; 2025Q3: 6,146 shares; 2025Q4: 5,739 shares; 2026Q1: 4,272 shares 4,272 $476K 0.03% -1,467 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares 4,230 $473K 0.03% 0 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,291 shares 14,291 $473K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,062 shares; 2025Q1: 1,076 shares; 2025Q2: 1,052 shares; 2025Q3: 1,051 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $470K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,676 shares; 2025Q1: 2,710 shares; 2025Q2: 2,741 shares; 2025Q3: 2,848 shares; 2025Q4: 2,935 shares; 2026Q1: 2,936 shares 2,936 $469K 0.03% +1 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 7,016 shares; 2025Q1: 7,062 shares; 2025Q2: 6,840 shares; 2025Q3: 7,440 shares; 2025Q4: 7,420 shares; 2026Q1: 6,468 shares 6,468 $457K 0.03% -952 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: 1,565 shares; 2024Q4: 1,832 shares; 2025Q1: 1,852 shares; 2025Q2: 3,951 shares; 2025Q3: 1,878 shares; 2025Q4: 1,836 shares; 2026Q1: 1,870 shares 1,870 $453K 0.03% +34 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: not reported; 2025Q1: 4,224 shares; 2025Q2: 4,054 shares; 2025Q3: 4,059 shares; 2025Q4: 4,066 shares; 2026Q1: 4,070 shares 4,070 $450K 0.03% +4 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: 870 shares; 2024Q4: 1,615 shares; 2025Q1: 1,336 shares; 2025Q2: 3,019 shares; 2025Q3: 5,006 shares; 2025Q4: 3,911 shares; 2026Q1: 4,434 shares 4,434 $440K 0.03% +523 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: 2,138 shares; 2024Q4: 2,218 shares; 2025Q1: 2,220 shares; 2025Q2: 2,165 shares; 2025Q3: 2,159 shares; 2025Q4: 2,154 shares; 2026Q1: 2,107 shares 2,107 $438K 0.03% -47 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 13,841 shares; 2025Q1: 13,518 shares; 2025Q2: 13,539 shares; 2025Q3: 13,285 shares; 2025Q4: 13,351 shares; 2026Q1: 14,159 shares 14,159 $438K 0.03% +808 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: not reported; 2024Q4: 5,140 shares; 2025Q1: 6,355 shares; 2025Q2: 6,853 shares; 2025Q3: 7,698 shares; 2025Q4: 8,958 shares; 2026Q1: 9,333 shares 9,333 $438K 0.03% +375 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: 12,235 shares; 2024Q4: 12,285 shares; 2025Q1: 12,285 shares; 2025Q2: 12,285 shares; 2025Q3: 12,285 shares; 2025Q4: 12,294 shares; 2026Q1: 12,294 shares 12,294 $438K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,570 shares; 2025Q1: 2,548 shares; 2025Q2: 2,578 shares; 2025Q3: 2,577 shares; 2025Q4: 2,623 shares; 2026Q1: 2,556 shares 2,556 $432K 0.03% -67 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,944 shares; 2025Q1: 3,963 shares; 2025Q2: 3,942 shares; 2025Q3: 4,020 shares; 2025Q4: 4,206 shares; 2026Q1: 3,932 shares 3,932 $431K 0.03% -274 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,157 shares; 2025Q1: 1,160 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,216 shares; 2026Q1: 1,237 shares 1,237 $427K 0.03% +21 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 3,227 shares; 2025Q1: 2,977 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,125 shares; 2026Q1: 3,029 shares 3,029 $422K 0.03% -96 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 539 shares; 2025Q1: 545 shares; 2025Q2: 533 shares; 2025Q3: 541 shares; 2025Q4: 542 shares; 2026Q1: 577 shares 577 $420K 0.03% +35 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares; 2026Q1: 2,733 shares 2,733 $417K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,679 shares; 2025Q1: 4,691 shares; 2025Q2: 3,638 shares; 2025Q3: 3,645 shares; 2025Q4: 3,646 shares; 2026Q1: 3,670 shares 3,670 $416K 0.03% +24 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares; 2025Q4: 8,474 shares; 2026Q1: 8,474 shares 8,474 $404K 0.03% 0 Timeline VONE 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: 1,218 shares; 2025Q1: 1,250 shares; 2025Q2: 1,325 shares; 2025Q3: 1,333 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares 1,369 $404K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 766 shares; 2025Q1: 739 shares; 2025Q2: 741 shares; 2025Q3: 731 shares; 2025Q4: 771 shares; 2026Q1: 709 shares 709 $399K 0.03% -62 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,062 shares; 2025Q1: 2,045 shares; 2025Q2: 1,985 shares; 2025Q3: 2,506 shares; 2025Q4: 2,493 shares; 2026Q1: 2,419 shares 2,419 $398K 0.03% -74 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,348 shares; 2025Q1: 9,384 shares; 2025Q2: 9,123 shares; 2025Q3: 8,867 shares; 2025Q4: 8,358 shares; 2026Q1: 7,856 shares 7,856 $398K 0.03% -502 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: not reported; 2024Q4: not reported; 2025Q1: 9,842 shares; 2025Q2: 9,842 shares; 2025Q3: 9,842 shares; 2025Q4: 10,985 shares; 2026Q1: 5,785 shares 5,785 $394K 0.03% -5,200 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,588 shares; 2025Q2: 5,210 shares; 2025Q3: 4,512 shares; 2025Q4: 4,818 shares; 2026Q1: 7,975 shares 7,975 $394K 0.03% +3,157 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,324 shares; 2025Q1: 23,324 shares; 2025Q2: 23,381 shares; 2025Q3: 23,431 shares; 2025Q4: 22,958 shares; 2026Q1: 22,763 shares 22,763 $390K 0.02% -195 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: 340 shares; 2025Q4: 432 shares; 2026Q1: 440 shares 440 $384K 0.02% +8 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: 906 shares; 2024Q4: 1,164 shares; 2025Q1: 1,193 shares; 2025Q2: 1,469 shares; 2025Q3: 1,456 shares; 2025Q4: 1,184 shares; 2026Q1: 1,166 shares 1,166 $383K 0.02% -18 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: 1,410 shares; 2024Q4: 1,182 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,755 shares 1,755 $381K 0.02% +522 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,065 shares; 2025Q1: 2,071 shares; 2025Q2: 2,153 shares; 2025Q3: 2,167 shares; 2025Q4: 2,265 shares; 2026Q1: 2,227 shares 2,227 $377K 0.02% -38 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: 808 shares; 2024Q4: 810 shares; 2025Q1: 788 shares; 2025Q2: 762 shares; 2025Q3: 905 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $375K 0.02% 0 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: 1,155 shares; 2024Q4: 4,652 shares; 2025Q1: 7,713 shares; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 12,676 shares; 2026Q1: 12,676 shares 12,676 $369K 0.02% 0 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 15,385 shares; 2025Q1: 14,600 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $367K 0.02% 0 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: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,321 shares; 2025Q2: 2,992 shares; 2025Q3: 3,060 shares; 2025Q4: 3,410 shares; 2026Q1: 3,899 shares 3,899 $366K 0.02% +489 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,294 shares; 2025Q1: 1,273 shares; 2025Q2: 1,289 shares; 2025Q3: 1,278 shares; 2025Q4: 1,270 shares; 2026Q1: 1,238 shares 1,238 $366K 0.02% -32 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,469 shares; 2025Q1: 4,558 shares; 2025Q2: 4,727 shares; 2025Q3: 4,907 shares; 2025Q4: 4,911 shares; 2026Q1: 4,907 shares 4,907 $366K 0.02% -4 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: 938 shares; 2024Q4: 1,051 shares; 2025Q1: 1,029 shares; 2025Q2: 1,056 shares; 2025Q3: 1,020 shares; 2025Q4: 1,118 shares; 2026Q1: 1,116 shares 1,116 $364K 0.02% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,649 shares; 2025Q4: 2,783 shares; 2026Q1: 2,737 shares 2,737 $362K 0.02% -46 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 854 shares; 2025Q4: 855 shares; 2026Q1: 860 shares 860 $358K 0.02% +5 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: not reported; 2024Q4: 1,805 shares; 2025Q1: 2,795 shares; 2025Q2: 2,290 shares; 2025Q3: 2,303 shares; 2025Q4: 2,057 shares; 2026Q1: 1,946 shares 1,946 $353K 0.02% -111 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: 3,193 shares; 2024Q4: 9,628 shares; 2025Q1: 9,643 shares; 2025Q2: 10,104 shares; 2025Q3: 10,176 shares; 2025Q4: 14,002 shares; 2026Q1: 14,037 shares 14,037 $352K 0.02% +35 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,750 shares 18,750 $352K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 12,817 shares; 2025Q1: 11,994 shares; 2025Q2: 12,347 shares; 2025Q3: 11,597 shares; 2025Q4: 10,486 shares; 2026Q1: 10,455 shares 10,455 $351K 0.02% -31 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,348 shares; 2024Q4: 32,348 shares; 2025Q1: 32,348 shares; 2025Q2: 19,148 shares; 2025Q3: 19,148 shares; 2025Q4: 19,148 shares; 2026Q1: 19,148 shares 19,148 $350K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 397 shares; 2025Q1: 399 shares; 2025Q2: 437 shares; 2025Q3: 429 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $342K 0.02% 0 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: not reported; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 460 shares 460 $340K 0.02% +2 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 4,276 shares; 2025Q4: 8,065 shares; 2026Q1: 8,025 shares 8,025 $334K 0.02% -40 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: not reported; 2024Q4: 5,544 shares; 2025Q1: 5,465 shares; 2025Q2: 5,325 shares; 2025Q3: 6,953 shares; 2025Q4: 6,262 shares; 2026Q1: 8,691 shares 8,691 $334K 0.02% +2,429 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210,200 shares; 2025Q4: 263,200 shares; 2026Q1: 280,250 shares 280,250 $333K 0.02% +17,050 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,212 shares; 2025Q1: 1,209 shares; 2025Q2: 1,225 shares; 2025Q3: 1,226 shares; 2025Q4: 1,257 shares; 2026Q1: 1,125 shares 1,125 $327K 0.02% -132 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,947 shares; 2026Q1: 5,760 shares 5,760 $324K 0.02% -187 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 760 shares; 2025Q2: 782 shares; 2025Q3: 781 shares; 2025Q4: 731 shares; 2026Q1: 729 shares 729 $318K 0.02% -2 Timeline FSIG 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: 54,750 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 16,750 shares 16,750 $317K 0.02% -24,250 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: 2,537 shares; 2025Q3: 2,528 shares; 2025Q4: 2,561 shares; 2026Q1: 2,579 shares 2,579 $317K 0.02% +18 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: 792 shares; 2024Q4: 801 shares; 2025Q1: 782 shares; 2025Q2: 791 shares; 2025Q3: 816 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793 $314K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 414 shares; 2025Q3: 413 shares; 2025Q4: 440 shares; 2026Q1: 458 shares 458 $313K 0.02% +18 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 856 shares; 2025Q1: 865 shares; 2025Q2: 878 shares; 2025Q3: 887 shares; 2025Q4: 903 shares; 2026Q1: 898 shares 898 $308K 0.02% -5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 6,365 shares; 2025Q1: 6,270 shares; 2025Q2: 5,879 shares; 2025Q3: 6,208 shares; 2025Q4: 6,112 shares; 2026Q1: 5,899 shares 5,899 $308K 0.02% -213 Timeline CSX CSX CORP More: the full row for CSX 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: 7,390 shares; 2026Q1: 7,412 shares 7,412 $304K 0.02% +22 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: not reported; 2025Q3: not reported; 2025Q4: 7,795 shares; 2026Q1: 7,754 shares 7,754 $302K 0.02% -41 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: 5,527 shares; 2024Q4: 6,019 shares; 2025Q1: 7,773 shares; 2025Q2: 8,158 shares; 2025Q3: 7,197 shares; 2025Q4: 5,210 shares; 2026Q1: 5,196 shares 5,196 $299K 0.02% -14 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,770 shares; 2025Q1: 1,858 shares; 2025Q2: 1,813 shares; 2025Q3: 1,809 shares; 2025Q4: 2,190 shares; 2026Q1: 1,725 shares 1,725 $299K 0.02% -465 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: 3,298 shares; 2025Q3: 4,810 shares; 2025Q4: 4,818 shares; 2026Q1: 4,085 shares 4,085 $294K 0.02% -733 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,220 shares 7,220 $287K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 82 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 68 shares; 2025Q4: 75 shares; 2026Q1: 68 shares 68 $286K 0.02% -7 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,528 shares; 2025Q1: 4,373 shares; 2025Q2: 4,338 shares; 2025Q3: 4,385 shares; 2025Q4: 4,657 shares; 2026Q1: 4,214 shares 4,214 $285K 0.02% -443 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,833 shares; 2025Q1: 1,372 shares; 2025Q2: 1,396 shares; 2025Q3: 1,486 shares; 2025Q4: 1,494 shares; 2026Q1: 1,368 shares 1,368 $284K 0.02% -126 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: not reported; 2024Q4: 2,404 shares; 2025Q1: 3,130 shares; 2025Q2: 5,418 shares; 2025Q3: 7,118 shares; 2025Q4: 6,618 shares; 2026Q1: 7,718 shares 7,718 $284K 0.02% +1,100 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: 3,721 shares; 2024Q4: 4,096 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 3,738 shares; 2025Q4: 2,598 shares; 2026Q1: 2,333 shares 2,333 $283K 0.02% -265 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: 4,252 shares; 2024Q4: 5,198 shares; 2025Q1: 5,486 shares; 2025Q2: 5,761 shares; 2025Q3: not reported; 2025Q4: 4,857 shares; 2026Q1: 4,589 shares 4,589 $278K 0.02% -268 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,019 shares 2,019 $275K 0.02% -848 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,652 shares; 2025Q1: 3,201 shares; 2025Q2: 3,191 shares; 2025Q3: 3,440 shares; 2025Q4: 3,714 shares; 2026Q1: 3,637 shares 3,637 $274K 0.02% -77 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: not reported; 2024Q4: 680 shares; 2025Q1: 630 shares; 2025Q2: 975 shares; 2025Q3: 1,004 shares; 2025Q4: 642 shares; 2026Q1: 690 shares 690 $269K 0.02% +48 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: 4,037 shares; 2024Q4: 3,941 shares; 2025Q1: 5,050 shares; 2025Q2: 5,205 shares; 2025Q3: 5,388 shares; 2025Q4: 5,093 shares; 2026Q1: 5,045 shares 5,045 $267K 0.02% -48 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $267K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL 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: 1,021 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 999 shares 999 $265K 0.02% -31 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,204 shares; 2025Q1: 1,201 shares; 2025Q2: 1,189 shares; 2025Q3: 1,179 shares; 2025Q4: 1,178 shares; 2026Q1: 1,208 shares 1,208 $265K 0.02% +30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 5,018 shares; 2025Q1: 5,255 shares; 2025Q2: 5,605 shares; 2025Q3: 5,771 shares; 2025Q4: 4,196 shares; 2026Q1: 4,001 shares 4,001 $264K 0.02% -195 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,796 shares; 2025Q1: 1,793 shares; 2025Q2: 1,809 shares; 2025Q3: 1,910 shares; 2025Q4: 1,915 shares; 2026Q1: 1,914 shares 1,914 $263K 0.02% -1 Timeline MSML 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: 3,959 shares; 2024Q4: 3,972 shares; 2025Q1: 3,982 shares; 2025Q2: 3,993 shares; 2025Q3: 4,005 shares; 2025Q4: 4,021 shares; 2026Q1: 4,031 shares 4,031 $262K 0.02% +10 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,450 shares; 2024Q4: 28,650 shares; 2025Q1: 28,650 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares; 2026Q1: 10,000 shares 10,000 $258K 0.02% -18,650 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,361 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,381 shares 1,381 $255K 0.02% -14 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 838 shares; 2026Q1: 796 shares 796 $253K 0.02% -42 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,874 shares; 2025Q1: 4,035 shares; 2025Q2: 4,285 shares; 2025Q3: 4,288 shares; 2025Q4: 4,282 shares; 2026Q1: 4,282 shares 4,282 $253K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,132 shares; 2025Q2: 1,130 shares; 2025Q3: 1,186 shares; 2025Q4: 1,180 shares; 2026Q1: 1,202 shares 1,202 $253K 0.02% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $252K 0.02% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,825 shares; 2025Q1: 4,258 shares; 2025Q2: 5,012 shares; 2025Q3: 4,909 shares; 2025Q4: 3,409 shares; 2026Q1: 3,409 shares 3,409 $251K 0.02% 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: 4,765 shares; 2024Q4: 4,812 shares; 2025Q1: 4,860 shares; 2025Q2: 5,017 shares; 2025Q3: 5,555 shares; 2025Q4: 5,360 shares; 2026Q1: 3,769 shares 3,769 $251K 0.02% -1,591 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares 11,735 $248K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 2,103 shares; 2025Q1: 2,127 shares; 2025Q2: 2,134 shares; 2025Q3: 2,116 shares; 2025Q4: 2,158 shares; 2026Q1: 2,102 shares 2,102 $247K 0.02% -56 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,371 shares; 2025Q1: 3,313 shares; 2025Q2: 2,984 shares; 2025Q3: 3,030 shares; 2025Q4: 2,973 shares; 2026Q1: 2,835 shares 2,835 $246K 0.02% -138 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: 877 shares; 2024Q4: 3,944 shares; 2025Q1: 3,828 shares; 2025Q2: 2,451 shares; 2025Q3: 3,624 shares; 2025Q4: 2,131 shares; 2026Q1: 2,164 shares 2,164 $245K 0.02% +33 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: 2,393 shares; 2024Q4: 2,598 shares; 2025Q1: 2,529 shares; 2025Q2: 3,565 shares; 2025Q3: 3,720 shares; 2025Q4: 3,695 shares; 2026Q1: 3,813 shares 3,813 $239K 0.02% +118 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares 2,436 $239K 0.02% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares 2,969 $236K 0.01% 0 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: 43 shares; 2024Q4: 82 shares; 2025Q1: 390 shares; 2025Q2: 84 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,764 shares 1,764 $234K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,726 shares; 2025Q3: 1,747 shares; 2025Q4: 1,736 shares; 2026Q1: 1,732 shares 1,732 $234K 0.01% -4 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,573 shares; 2025Q4: 1,510 shares; 2026Q1: 1,282 shares 1,282 $234K 0.01% -228 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,338 shares; 2026Q1: 16,405 shares 16,405 $234K 0.01% -1,933 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: 1,117 shares; 2024Q4: 1,280 shares; 2025Q1: 1,295 shares; 2025Q2: 1,483 shares; 2025Q3: 1,191 shares; 2025Q4: 1,200 shares; 2026Q1: 1,145 shares 1,145 $233K 0.01% -55 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 507 shares; 2025Q2: 492 shares; 2025Q3: 529 shares; 2025Q4: 523 shares; 2026Q1: 535 shares 535 $232K 0.01% +12 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: 1,272 shares; 2024Q4: 1,296 shares; 2025Q1: 1,286 shares; 2025Q2: 1,101 shares; 2025Q3: 1,117 shares; 2025Q4: 1,116 shares; 2026Q1: 1,121 shares 1,121 $232K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: 17,210 shares; 2025Q2: 15,956 shares; 2025Q3: 19,448 shares; 2025Q4: 19,989 shares; 2026Q1: 19,890 shares 19,890 $230K 0.01% -99 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 4,937 shares; 2025Q4: 5,761 shares; 2026Q1: 6,204 shares 6,204 $228K 0.01% +443 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,165 shares; 2025Q1: 7,165 shares; 2025Q2: 7,165 shares; 2025Q3: 7,165 shares; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares 5,865 $228K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,391 shares; 2025Q2: 2,396 shares; 2025Q3: 2,220 shares; 2025Q4: 2,002 shares; 2026Q1: 2,010 shares 2,010 $228K 0.01% +8 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: 494 shares; 2024Q4: 553 shares; 2025Q1: 514 shares; 2025Q2: 572 shares; 2025Q3: 863 shares; 2025Q4: 915 shares; 2026Q1: 900 shares 900 $223K 0.01% -15 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,474 shares; 2025Q2: not reported; 2025Q3: 4,527 shares; 2025Q4: not reported; 2026Q1: 4,519 shares 4,519 $222K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,874 shares; 2025Q3: 1,960 shares; 2025Q4: 1,948 shares; 2026Q1: 1,857 shares 1,857 $220K 0.01% -91 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,923 shares; 2025Q1: not reported; 2025Q2: 10,047 shares; 2025Q3: not reported; 2025Q4: 9,697 shares; 2026Q1: 7,950 shares 7,950 $220K 0.01% -1,747 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,738 shares 3,738 $220K 0.01% new 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: not reported; 2024Q4: 6,068 shares; 2025Q1: 6,070 shares; 2025Q2: 5,327 shares; 2025Q3: 5,029 shares; 2025Q4: 5,441 shares; 2026Q1: 3,658 shares 3,658 $218K 0.01% -1,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 681 shares; 2025Q4: 703 shares; 2026Q1: 774 shares 774 $216K 0.01% +71 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: 2,798 shares; 2024Q4: 2,913 shares; 2025Q1: 3,385 shares; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,646 shares 1,646 $216K 0.01% -134 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 485 shares; 2025Q1: 509 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 479 shares; 2026Q1: 485 shares 485 $216K 0.01% +6 Timeline VTWO 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: 59 shares; 2024Q4: 2,066 shares; 2025Q1: 2,098 shares; 2025Q2: 2,111 shares; 2025Q3: 2,121 shares; 2025Q4: 2,125 shares; 2026Q1: 2,150 shares 2,150 $215K 0.01% +25 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,300 shares 11,300 $214K 0.01% new 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: 1,780 shares; 2024Q4: 1,557 shares; 2025Q1: 1,737 shares; 2025Q2: 1,772 shares; 2025Q3: 1,754 shares; 2025Q4: 2,197 shares; 2026Q1: 1,713 shares 1,713 $214K 0.01% -484 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,979 shares; 2025Q1: 2,080 shares; 2025Q2: 1,783 shares; 2025Q3: 1,921 shares; 2025Q4: 1,924 shares; 2026Q1: 861 shares 861 $213K 0.01% -1,063 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: 516 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 399 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 344 shares 344 $212K 0.01% -33 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,170 shares; 2026Q1: 11,170 shares 11,170 $212K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,572 shares; 2025Q1: 4,748 shares; 2025Q2: 4,944 shares; 2025Q3: 5,001 shares; 2025Q4: 1,542 shares; 2026Q1: 594 shares 594 $210K 0.01% -948 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: 25,643 shares; 2024Q4: 25,218 shares; 2025Q1: 10,367 shares; 2025Q2: 10,380 shares; 2025Q3: not reported; 2025Q4: 11,876 shares; 2026Q1: 9,736 shares 9,736 $203K 0.01% -2,140 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: 6,581 shares; 2024Q4: 9,002 shares; 2025Q1: 9,028 shares; 2025Q2: 6,493 shares; 2025Q3: not reported; 2025Q4: 6,896 shares; 2026Q1: 7,060 shares 7,060 $203K 0.01% +164 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: 842 shares; 2024Q4: 871 shares; 2025Q1: 1,179 shares; 2025Q2: 1,196 shares; 2025Q3: 1,163 shares; 2025Q4: 1,114 shares; 2026Q1: 751 shares 751 $200K 0.01% -363 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 16,695 shares; 2026Q1: 15,430 shares 15,430 $193K 0.01% -1,265 Timeline VTWV 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: 1,127 shares; 2025Q1: 1,131 shares; 2025Q2: 1,136 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,153 shares 1,153 $193K 0.01% new Timeline VTWG 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: 822 shares; 2025Q1: 823 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares 829 $190K 0.01% new 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: 3,016 shares; 2024Q4: 3,016 shares; 2025Q1: 3,016 shares; 2025Q2: 3,016 shares; 2025Q3: 3,016 shares; 2025Q4: 3,016 shares; 2026Q1: 3,016 shares 3,016 $189K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 1,442 shares; 2025Q2: 1,444 shares; 2025Q3: 1,548 shares; 2025Q4: 1,528 shares; 2026Q1: 1,296 shares 1,296 $183K 0.01% -232 Timeline RDVI 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $179K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,207 shares 1,207 $179K 0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420,485 shares; 2025Q1: 431,717 shares; 2025Q2: 312,300 shares; 2025Q3: 13,964 shares; 2025Q4: 10,828 shares; 2026Q1: 3,866 shares 3,866 $179K 0.01% -6,962 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,513 shares; 2025Q1: 5,455 shares; 2025Q2: 5,281 shares; 2025Q3: 4,525 shares; 2025Q4: 4,502 shares; 2026Q1: 3,874 shares 3,874 $178K 0.01% -628 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 24,647 shares; 2025Q1: 3,422 shares; 2025Q2: 2,517 shares; 2025Q3: 2,539 shares; 2025Q4: 4,014 shares; 2026Q1: 2,142 shares 2,142 $177K 0.01% -1,872 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 6,550 shares; 2025Q4: 7,300 shares; 2026Q1: 4,800 shares 4,800 $174K 0.01% -2,500 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,399 shares; 2024Q4: 44,399 shares; 2025Q1: 44,399 shares; 2025Q2: 44,399 shares; 2025Q3: 44,399 shares; 2025Q4: 44,399 shares; 2026Q1: 44,399 shares 44,399 $172K 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: not reported; 2024Q4: 138 shares; 2025Q1: 146 shares; 2025Q2: 3,015 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,384 shares 6,384 $170K 0.01% new 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: 110 shares; 2024Q4: 1,293 shares; 2025Q1: 1,298 shares; 2025Q2: 1,304 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,139 shares 1,139 $166K 0.01% new Timeline SCHZ 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: 16 shares; 2024Q4: 9,055 shares; 2025Q1: 8,849 shares; 2025Q2: 7,985 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,026 shares 7,026 $163K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,719 shares; 2025Q2: 16,101 shares; 2025Q3: 16,101 shares; 2025Q4: 16,101 shares; 2026Q1: 16,101 shares 16,101 $161K 0.01% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,175 shares 4,175 $161K 0.01% new 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: 120 shares; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,483 shares 3,483 $160K 0.01% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 12,872 shares 12,872 $157K 0.01% new Timeline BSCU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,335 shares 9,335 $156K 0.01% new 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: 580 shares; 2024Q4: 1,013 shares; 2025Q1: 1,026 shares; 2025Q2: 1,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,186 shares 1,186 $144K 0.01% new 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: 348 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,699 shares 4,699 $143K 0.01% new 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: 447 shares; 2024Q4: 419 shares; 2025Q1: 454 shares; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,615 shares 1,615 $143K 0.01% new Timeline FV 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares 2,247 $136K 0.01% new 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: 3,998 shares; 2024Q4: 4,332 shares; 2025Q1: 4,332 shares; 2025Q2: 4,143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,116 shares 4,116 $136K 0.01% new Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,301 shares 5,301 $132K 0.01% new Timeline PFM 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: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,520 shares 2,520 $129K 0.01% new Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,507 shares; 2025Q2: 4,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,519 shares 4,519 $128K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 831 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $126K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,328 shares 1,328 $124K 0.01% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $124K 0.01% new Timeline IYG 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: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $124K 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 1,823 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,393 shares 1,393 $122K 0.01% new 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: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,487 shares 2,487 $121K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,215 shares; 2025Q1: 2,241 shares; 2025Q2: 2,245 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,438 shares 2,438 $118K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 834 shares 834 $113K 0.01% new Timeline BDVG IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,410 shares; 2025Q1: 6,712 shares; 2025Q2: 8,053 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,563 shares 8,563 $112K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,182 shares 1,182 $111K 0.01% new 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: 405 shares; 2024Q4: 412 shares; 2025Q1: 475 shares; 2025Q2: 452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,791 shares 1,791 $110K 0.01% new 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: 126 shares; 2024Q4: 622 shares; 2025Q1: 1,127 shares; 2025Q2: 530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507 shares 507 $107K 0.01% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,807 shares 2,807 $107K 0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 5,393 shares; 2025Q2: 2,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares 1,823 $106K 0.01% new Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,600 shares 5,600 $106K 0.01% new Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,231 shares 3,231 $104K 0.01% new Timeline PRF 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: 3,135 shares; 2024Q4: 3,135 shares; 2025Q1: 2,865 shares; 2025Q2: 2,660 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $104K 0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares 640 $102K 0.01% new Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $101K 0.01% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,361 shares 2,361 $99.1K 0.01% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,425 shares 4,425 $98.9K 0.01% new Timeline SILJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179 $94.5K 0.01% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 3,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $93.2K 0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,608 shares; 2025Q1: 14,651 shares; 2025Q2: 10,388 shares; 2025Q3: 10,397 shares; 2025Q4: 10,407 shares; 2026Q1: 10,494 shares 10,494 $92.1K 0.01% +87 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982 shares 982 $88.5K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 26 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares 547 $88.4K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 473 shares; 2025Q1: 893 shares; 2025Q2: 482 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares 1,075 $88.1K 0.01% new 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: 38 shares; 2024Q4: 279 shares; 2025Q1: 607 shares; 2025Q2: 433 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares 271 $86.1K 0.01% new 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $83.7K 0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares 1,506 $82.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,270 shares 1,270 $82.3K 0.01% new Timeline LEGR 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,423 shares 1,423 $82.2K 0.01% new 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: 589 shares; 2024Q4: 557 shares; 2025Q1: 1,913 shares; 2025Q2: 573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,663 shares 1,663 $82.1K 0.01% new 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: 505 shares; 2024Q4: 531 shares; 2025Q1: 950 shares; 2025Q2: 492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares 553 $81.1K 0.01% new Timeline XSD 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 208 shares; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares 248 $81K 0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 11,332 shares; 2025Q4: 10,632 shares; 2026Q1: 12,532 shares 12,532 $80K 0.01% +1,900 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,306 shares 3,306 $76.5K <0.01% new Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,500 shares 10,500 $76K <0.01% +500 Timeline IDVO 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: not reported; 2024Q4: not reported; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares 1,825 $73.9K <0.01% new Timeline ACWI 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: 184 shares; 2024Q4: 203 shares; 2025Q1: 215 shares; 2025Q2: 437 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 526 shares 526 $72.7K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 1,162 shares; 2025Q2: 900 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $72K <0.01% new 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $71.1K <0.01% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $70.8K <0.01% new 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: 2,010 shares; 2024Q4: 1,407 shares; 2025Q1: 1,409 shares; 2025Q2: 1,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares 825 $69.9K <0.01% new Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $69.7K <0.01% new 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 526 shares 526 $69.5K <0.01% new Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,446 shares 3,446 $68.6K <0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $68.4K <0.01% new Timeline SPHD 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: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $68.2K <0.01% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $66.9K <0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares 1,209 $64.4K <0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 896 shares 896 $62.8K <0.01% new 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: 298 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares 372 $62.8K <0.01% new 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: 250 shares; 2024Q4: 329 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares 406 $59.2K <0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares 1,475 $59.1K <0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares 452 $56.6K <0.01% new 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: 1,286 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $55.6K <0.01% new Timeline EFIV 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 831 shares; 2025Q2: 850 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares 867 $54.7K <0.01% new Timeline PCGG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,477 shares; 2025Q1: 10,502 shares; 2025Q2: 10,752 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,331 shares 5,331 $53.5K <0.01% new Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares 2,072 $53K <0.01% new Timeline DIVO 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: not reported; 2024Q4: not reported; 2025Q1: 1,577 shares; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares 1,175 $52.7K <0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $52.5K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 18 shares; 2025Q1: 174 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 461 shares 461 $50.3K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $49.8K <0.01% new Timeline CMBS 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: 993 shares 993 $48.4K <0.01% new Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355 $48.1K <0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 752 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $46.7K <0.01% new Timeline XBI 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: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 351 shares 351 $44.9K <0.01% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244 shares 244 $43.9K <0.01% new 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: 858 shares; 2024Q4: 858 shares; 2025Q1: 858 shares; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696 $43.1K <0.01% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,756 shares; 2025Q2: 1,333 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,123 shares 1,123 $40.7K <0.01% new Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $40.6K <0.01% new 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: 76 shares; 2024Q4: 63 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134 $40.4K <0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares 885 $40.4K <0.01% new 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $39.8K <0.01% new 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 118 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $39.4K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares 767 $39K <0.01% new 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: not reported; 2024Q4: 19,516 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares 729 $38.3K <0.01% new Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,199 shares; 2025Q1: 2,693 shares; 2025Q2: 2,666 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,514 shares 1,514 $37.4K <0.01% new 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: 33 shares; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $36.2K <0.01% new Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $36K <0.01% new Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,726 shares 1,726 $35.8K <0.01% new Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,061 shares 1,061 $35.4K <0.01% new 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: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares 289 $35K <0.01% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,929 shares; 2024Q4: 10,511 shares; 2025Q1: 8,972 shares; 2025Q2: 8,232 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,279 shares 1,279 $34.4K <0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $33.9K <0.01% new Timeline XRT 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: 537 shares; 2024Q4: 537 shares; 2025Q1: 503 shares; 2025Q2: 463 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares 415 $33.4K <0.01% new Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares 1,230 $33.4K <0.01% new Timeline FDN 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: 268 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $33.2K <0.01% new Timeline BLCR 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: not reported; 2025Q4: not reported; 2026Q1: 792 shares 792 $32.5K <0.01% new Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares 1,157 $31.5K <0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,975 shares; 2024Q4: 76,809 shares; 2025Q1: 77,456 shares; 2025Q2: 81,529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716 $31.2K <0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $31.1K <0.01% new Timeline EMCB 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $31.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares 656 $30.6K <0.01% new Timeline EMXC 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: 15,215 shares; 2025Q1: 1,656 shares; 2025Q2: 584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares 389 $30.6K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 193 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193 $29.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260 $29.9K <0.01% new Timeline LRGF 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: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares 452 $29.8K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares 312 $29.5K <0.01% new Timeline IGF 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: 438 shares 438 $29.3K <0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,269 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares 632 $28.7K <0.01% new Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $28.3K <0.01% new 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: 276 shares; 2024Q4: 322 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $28.3K <0.01% new Timeline EVX 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares 729 $28.2K <0.01% new Timeline MDIV 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: 2,572 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,739 shares 1,739 $28.1K <0.01% new Timeline POWA 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326 shares 326 $28.1K <0.01% new Timeline BUG 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: not reported; 2026Q1: 1,092 shares 1,092 $27.4K <0.01% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550 $27.4K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $26.8K <0.01% new 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $26.1K <0.01% new 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: 1,100 shares; 2024Q4: 392 shares; 2025Q1: 200 shares; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares 332 $26K <0.01% new Timeline BLOK 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: not reported; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares 512 $25.5K <0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $25.4K <0.01% new Timeline IHDG 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: 1,242 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 568 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares 502 $24.2K <0.01% new Timeline URA 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: not reported; 2026Q1: 485 shares 485 $23.5K <0.01% new Timeline JVAL 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: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares 478 $23.4K <0.01% new 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: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85 $23.3K <0.01% new Timeline PID 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: 1,395 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $22.9K <0.01% new Timeline PTBD 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: 1,243 shares; 2024Q4: 1,548 shares; 2025Q1: 1,551 shares; 2025Q2: 1,552 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,206 shares 1,206 $22.9K <0.01% new Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 649 shares 649 $22.4K <0.01% new 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: 1,088 shares; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares 1,188 $21.7K <0.01% new Timeline CPNM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 817 shares 817 $21.3K <0.01% new Timeline SRVR 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: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares 663 $20.7K <0.01% new Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,880 shares; 2025Q1: 2,930 shares; 2025Q2: 2,974 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,562 shares 2,562 $20.4K <0.01% new Timeline EUDG 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: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559 shares 559 $20.4K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 436 shares; 2025Q1: 213 shares; 2025Q2: 230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $20K <0.01% new Timeline FGD 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $19.7K <0.01% new Timeline QDPL 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $19.2K <0.01% new 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: 213 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 51 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101 shares 101 $18.6K <0.01% new 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: not reported; 2024Q4: 924 shares; 2025Q1: 2,217 shares; 2025Q2: 666 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $18.5K <0.01% new Timeline LIT 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: not reported; 2026Q1: 245 shares 245 $18.2K <0.01% new Timeline