VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 388,309 shares; 2025Q1: 348,556 shares; 2025Q2: 352,178 shares; 2025Q3: 354,707 shares; 2025Q4: 357,852 shares; 2026Q1: 364,547 shares; 2026Q2: 377,107 shares 377,107 $130M 10.07% +12,560 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; 2024Q3: restricted; 2024Q4: 357,040 shares; 2025Q1: 341,162 shares; 2025Q2: 345,967 shares; 2025Q3: 349,079 shares; 2025Q4: 352,930 shares; 2026Q1: 371,133 shares; 2026Q2: 383,312 shares 383,312 $116M 9.02% +12,179 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; 2024Q3: restricted; 2024Q4: 911,421 shares; 2025Q1: 880,334 shares; 2025Q2: 886,057 shares; 2025Q3: 891,654 shares; 2025Q4: 901,342 shares; 2026Q1: 832,286 shares; 2026Q2: 863,734 shares 863,734 $61.5M 4.78% +31,448 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; 2024Q3: restricted; 2024Q4: 1,514,620 shares; 2025Q1: 1,523,909 shares; 2025Q2: 1,530,631 shares; 2025Q3: 1,541,281 shares; 2025Q4: 1,548,972 shares; 2026Q1: 1,471,629 shares; 2026Q2: 1,518,670 shares 1,518,670 $55.1M 4.28% +47,041 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; 2024Q3: restricted; 2024Q4: 127,426 shares; 2025Q1: 140,192 shares; 2025Q2: 140,494 shares; 2025Q3: 140,408 shares; 2025Q4: 140,104 shares; 2026Q1: 146,084 shares; 2026Q2: 150,400 shares 150,400 $50.9M 3.96% +4,316 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; 2024Q3: restricted; 2024Q4: 141,132 shares; 2025Q1: 135,711 shares; 2025Q2: 136,568 shares; 2025Q3: 138,990 shares; 2025Q4: 140,195 shares; 2026Q1: 148,780 shares; 2026Q2: 619,635 shares 619,635 $49.9M 3.88% +470,855 Timeline RDIV 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; 2024Q3: restricted; 2024Q4: 708,949 shares; 2025Q1: 702,958 shares; 2025Q2: 711,039 shares; 2025Q3: 723,596 shares; 2025Q4: 737,112 shares; 2026Q1: 739,810 shares; 2026Q2: 763,888 shares 763,888 $44.3M 3.44% +24,078 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; 2024Q3: restricted; 2024Q4: 265,737 shares; 2025Q1: 255,363 shares; 2025Q2: 261,397 shares; 2025Q3: 264,618 shares; 2025Q4: 267,804 shares; 2026Q1: 268,922 shares; 2026Q2: 277,781 shares 277,781 $43.9M 3.41% +8,859 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172,490 shares; 2025Q1: 166,044 shares; 2025Q2: 168,370 shares; 2025Q3: 173,117 shares; 2025Q4: 175,275 shares; 2026Q1: 190,029 shares; 2026Q2: 197,196 shares 197,196 $35.2M 2.74% +7,167 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 211,184 shares; 2025Q1: 214,047 shares; 2025Q2: 216,588 shares; 2025Q3: 222,655 shares; 2025Q4: 225,211 shares; 2026Q1: 237,895 shares; 2026Q2: 246,437 shares 246,437 $33.7M 2.62% +8,542 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 738,389 shares; 2025Q1: 645,837 shares; 2025Q2: 649,506 shares; 2025Q3: 524,950 shares; 2025Q4: 521,972 shares; 2026Q1: 298,166 shares; 2026Q2: 309,297 shares 309,297 $30.4M 2.36% +11,131 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 239,198 shares; 2025Q1: 255,734 shares; 2025Q2: 255,051 shares; 2025Q3: 259,882 shares; 2025Q4: 265,041 shares; 2026Q1: 301,214 shares; 2026Q2: 306,452 shares 306,452 $30.3M 2.36% +5,238 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 798,399 shares; 2025Q1: 837,096 shares; 2025Q2: 835,676 shares; 2025Q3: 847,944 shares; 2025Q4: 859,179 shares; 2026Q1: 1,009,143 shares; 2026Q2: 1,014,658 shares 1,014,658 $29.4M 2.29% +5,515 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291,891 shares; 2026Q2: 1,306,170 shares 1,306,170 $28.9M 2.25% +14,279 Timeline GTEK 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; 2024Q3: restricted; 2024Q4: 590,836 shares; 2025Q1: 544,568 shares; 2025Q2: 551,464 shares; 2025Q3: 556,879 shares; 2025Q4: 559,170 shares; 2026Q1: 526,563 shares; 2026Q2: 419,956 shares 419,956 $26.4M 2.05% -106,607 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369,850 shares; 2025Q1: 397,450 shares; 2025Q2: 393,005 shares; 2025Q3: 404,534 shares; 2025Q4: 406,197 shares; 2026Q1: 465,886 shares; 2026Q2: 512,991 shares 512,991 $25.9M 2.02% +47,105 Timeline GMUB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442,405 shares; 2026Q2: 497,558 shares 497,558 $25.6M 1.99% +55,153 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; 2024Q3: restricted; 2024Q4: 117,770 shares; 2025Q1: 113,483 shares; 2025Q2: 112,234 shares; 2025Q3: 112,594 shares; 2025Q4: 112,199 shares; 2026Q1: 113,007 shares; 2026Q2: 112,929 shares 112,929 $24.6M 1.91% -78 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; 2024Q3: restricted; 2024Q4: 48,652 shares; 2025Q1: 40,154 shares; 2025Q2: 39,793 shares; 2025Q3: 39,858 shares; 2025Q4: 40,345 shares; 2026Q1: 39,121 shares; 2026Q2: 234,644 shares 234,644 $20.2M 1.57% +195,523 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144,378 shares; 2025Q1: 152,428 shares; 2025Q2: 153,210 shares; 2025Q3: 156,106 shares; 2025Q4: 159,331 shares; 2026Q1: 179,953 shares; 2026Q2: 183,204 shares 183,204 $20M 1.56% +3,251 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; 2024Q3: restricted; 2024Q4: 586,722 shares; 2025Q1: 626,701 shares; 2025Q2: 633,528 shares; 2025Q3: 634,629 shares; 2025Q4: 632,853 shares; 2026Q1: 438,061 shares; 2026Q2: 452,018 shares 452,018 $19.8M 1.53% +13,957 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189,627 shares; 2025Q1: 197,501 shares; 2025Q2: 196,140 shares; 2025Q3: 196,877 shares; 2025Q4: 194,348 shares; 2026Q1: 181,547 shares; 2026Q2: 183,951 shares 183,951 $19.1M 1.48% +2,404 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 709,060 shares; 2025Q1: 753,435 shares; 2025Q2: 753,839 shares; 2025Q3: 771,347 shares; 2025Q4: 767,948 shares; 2026Q1: 636,580 shares; 2026Q2: 697,944 shares 697,944 $17.7M 1.38% +61,364 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235,088 shares; 2025Q1: 252,745 shares; 2025Q2: 252,883 shares; 2025Q3: 258,906 shares; 2025Q4: 259,759 shares; 2026Q1: 550,889 shares; 2026Q2: 617,758 shares 617,758 $15.8M 1.23% +66,869 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,770 shares; 2025Q1: 76,814 shares; 2025Q2: 77,221 shares; 2025Q3: 78,660 shares; 2025Q4: 80,570 shares; 2026Q1: 89,798 shares; 2026Q2: 91,511 shares 91,511 $9.98M 0.78% +1,713 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88,387 shares; 2025Q1: 102,708 shares; 2025Q2: 103,444 shares; 2025Q3: 105,321 shares; 2025Q4: 98,893 shares; 2026Q1: 113,147 shares; 2026Q2: 115,113 shares 115,113 $9.95M 0.77% +1,966 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 325,647 shares; 2025Q2: 329,189 shares; 2025Q3: 335,718 shares; 2025Q4: 339,713 shares; 2026Q1: 392,668 shares; 2026Q2: 399,291 shares 399,291 $9.94M 0.77% +6,623 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 330,272 shares; 2025Q2: 332,173 shares; 2025Q3: 338,657 shares; 2025Q4: 345,676 shares; 2026Q1: 393,471 shares; 2026Q2: 400,188 shares 400,188 $9.91M 0.77% +6,717 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 333,487 shares; 2025Q2: 335,356 shares; 2025Q3: 341,762 shares; 2025Q4: 348,594 shares; 2026Q1: 394,101 shares; 2026Q2: 400,902 shares 400,902 $9.9M 0.77% +6,801 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438,998 shares; 2026Q2: 446,254 shares 446,254 $9.66M 0.75% +7,256 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485,730 shares; 2026Q2: 493,754 shares 493,754 $9.65M 0.75% +8,024 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,714 shares; 2025Q1: 36,714 shares; 2025Q2: 36,714 shares; 2025Q3: 395,696 shares; 2025Q4: 397,718 shares; 2026Q1: 321,392 shares; 2026Q2: 357,483 shares 357,483 $9.09M 0.71% +36,091 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 227,994 shares; 2025Q2: 228,359 shares; 2025Q3: 234,082 shares; 2025Q4: 236,525 shares; 2026Q1: 294,895 shares; 2026Q2: 335,562 shares 335,562 $8.35M 0.65% +40,667 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80,455 shares; 2025Q1: 88,202 shares; 2025Q2: 89,476 shares; 2025Q3: 91,582 shares; 2025Q4: 91,133 shares; 2026Q1: 72,593 shares; 2026Q2: 81,425 shares 81,425 $8.22M 0.64% +8,832 Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 228,490 shares; 2025Q2: 228,855 shares; 2025Q3: 234,592 shares; 2025Q4: 237,069 shares; 2026Q1: 285,956 shares; 2026Q2: 322,794 shares 322,794 $7.98M 0.62% +36,838 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299,024 shares; 2026Q2: 340,927 shares 340,927 $7.62M 0.59% +41,903 Timeline MYMK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,263 shares; 2026Q2: 301,746 shares 301,746 $7.58M 0.59% +36,483 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; 2024Q3: restricted; 2024Q4: 51,196 shares; 2025Q1: 55,203 shares; 2025Q2: 56,444 shares; 2025Q3: 59,228 shares; 2025Q4: 63,635 shares; 2026Q1: 68,297 shares; 2026Q2: 71,040 shares 71,040 $6.98M 0.54% +2,743 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,587 shares; 2025Q1: 20,377 shares; 2025Q2: 20,724 shares; 2025Q3: 20,339 shares; 2025Q4: 20,960 shares; 2026Q1: 21,230 shares; 2026Q2: 23,019 shares 23,019 $6.66M 0.52% +1,789 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135,321 shares; 2025Q1: 152,027 shares; 2025Q2: 155,640 shares; 2025Q3: 163,607 shares; 2025Q4: 174,151 shares; 2026Q1: 146,566 shares; 2026Q2: 151,241 shares 151,241 $6.27M 0.49% +4,675 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,507 shares; 2025Q1: 71,251 shares; 2025Q2: 78,646 shares; 2025Q3: 82,636 shares; 2025Q4: 86,273 shares; 2026Q1: 89,678 shares; 2026Q2: 97,586 shares 97,586 $5.82M 0.45% +7,908 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; 2024Q3: restricted; 2024Q4: 115,854 shares; 2025Q1: 113,871 shares; 2025Q2: 113,871 shares; 2025Q3: 114,104 shares; 2025Q4: 114,104 shares; 2026Q1: 110,259 shares; 2026Q2: 110,375 shares 110,375 $5.56M 0.43% +116 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,023 shares; 2025Q1: 21,540 shares; 2025Q2: 24,536 shares; 2025Q3: 25,823 shares; 2025Q4: 28,024 shares; 2026Q1: 33,152 shares; 2026Q2: 35,921 shares 35,921 $5.33M 0.41% +2,769 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; 2024Q3: restricted; 2024Q4: 16,259 shares; 2025Q1: 15,017 shares; 2025Q2: 15,038 shares; 2025Q3: 15,282 shares; 2025Q4: 16,728 shares; 2026Q1: 18,670 shares; 2026Q2: 20,587 shares 20,587 $5M 0.39% +1,917 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; 2024Q3: restricted; 2024Q4: 11,490 shares; 2025Q1: 10,999 shares; 2025Q2: 10,962 shares; 2025Q3: 11,068 shares; 2025Q4: 22,735 shares; 2026Q1: 21,293 shares; 2026Q2: 21,162 shares 21,162 $4.03M 0.31% -131 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; 2024Q3: restricted; 2024Q4: 6,043 shares; 2025Q1: 6,021 shares; 2025Q2: 8,975 shares; 2025Q3: 8,174 shares; 2025Q4: 8,126 shares; 2026Q1: 8,045 shares; 2026Q2: 7,939 shares 7,939 $3.97M 0.31% -106 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,135 shares; 2025Q1: 9,313 shares; 2025Q2: 9,488 shares; 2025Q3: 9,488 shares; 2025Q4: 11,052 shares; 2026Q1: 10,923 shares; 2026Q2: 10,842 shares 10,842 $3.87M 0.3% -81 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; 2024Q3: restricted; 2024Q4: 112,977 shares; 2025Q1: 114,140 shares; 2025Q2: 117,020 shares; 2025Q3: 124,053 shares; 2025Q4: 127,853 shares; 2026Q1: 75,247 shares; 2026Q2: 78,776 shares 78,776 $3.76M 0.29% +3,529 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,912 shares; 2025Q1: 7,852 shares; 2025Q2: 8,959 shares; 2025Q3: 8,968 shares; 2025Q4: 9,934 shares; 2026Q1: 9,634 shares; 2026Q2: 10,026 shares 10,026 $3.74M 0.29% +392 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,241 shares; 2025Q1: 10,747 shares; 2025Q2: 10,486 shares; 2025Q3: 10,583 shares; 2025Q4: 10,445 shares; 2026Q1: 10,077 shares; 2026Q2: 10,100 shares 10,100 $3.57M 0.28% +23 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,904 shares; 2025Q1: 2,854 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $3.17M 0.25% 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; 2024Q3: restricted; 2024Q4: 9,762 shares; 2025Q1: 11,069 shares; 2025Q2: 11,421 shares; 2025Q3: 11,862 shares; 2025Q4: 12,250 shares; 2026Q1: 11,454 shares; 2026Q2: 12,229 shares 12,229 $3.11M 0.24% +775 Timeline KBWY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,646 shares; 2025Q3: 117,733 shares; 2025Q4: 127,712 shares; 2026Q1: 147,019 shares; 2026Q2: 154,504 shares 154,504 $2.87M 0.22% +7,485 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,401 shares; 2025Q1: 10,572 shares; 2025Q2: 9,836 shares; 2025Q3: 9,825 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares; 2026Q2: 10,088 shares 10,088 $2.76M 0.21% +23 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; 2024Q3: restricted; 2024Q4: 11,158 shares; 2025Q1: 11,102 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 11,957 shares; 2026Q1: 11,505 shares; 2026Q2: 11,517 shares 11,517 $2.74M 0.21% +12 Timeline XSHD 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,757 shares; 2025Q3: 132,094 shares; 2025Q4: 143,998 shares; 2026Q1: 176,273 shares; 2026Q2: 185,226 shares 185,226 $2.62M 0.2% +8,953 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; 2024Q3: restricted; 2024Q4: 19,710 shares; 2025Q1: 17,271 shares; 2025Q2: 59,800 shares; 2025Q3: 67,623 shares; 2025Q4: 67,623 shares; 2026Q1: 70,530 shares; 2026Q2: 85,402 shares 85,402 $2.51M 0.2% +14,872 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,693 shares; 2025Q1: 62,046 shares; 2025Q2: 35,731 shares; 2025Q3: 38,026 shares; 2025Q4: 39,319 shares; 2026Q1: 45,705 shares; 2026Q2: 47,342 shares 47,342 $2.45M 0.19% +1,637 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; 2024Q3: restricted; 2024Q4: 6,935 shares; 2025Q1: 6,917 shares; 2025Q2: 7,359 shares; 2025Q3: 7,295 shares; 2025Q4: 7,298 shares; 2026Q1: 7,304 shares; 2026Q2: 7,210 shares 7,210 $2.36M 0.18% -94 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; 2024Q3: restricted; 2024Q4: 2,557 shares; 2025Q1: 2,496 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,920 shares; 2026Q1: 6,161 shares; 2026Q2: 6,593 shares 6,593 $2.33M 0.18% +432 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; 2024Q3: restricted; 2024Q4: 2,106 shares; 2025Q1: 2,074 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,947 shares; 2026Q1: 2,992 shares; 2026Q2: 3,056 shares 3,056 $2.28M 0.18% +64 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; 2024Q3: restricted; 2024Q4: 2,849 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,274 shares; 2025Q4: 5,278 shares; 2026Q1: 5,578 shares; 2026Q2: 5,955 shares 5,955 $2.19M 0.17% +377 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: 6,598 shares; 2025Q2: 7,090 shares; 2025Q3: 7,329 shares; 2025Q4: 7,635 shares; 2026Q1: 7,604 shares; 2026Q2: 7,875 shares 7,875 $2.13M 0.17% +271 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; 2024Q3: restricted; 2024Q4: 17,943 shares; 2025Q1: 19,426 shares; 2025Q2: 20,160 shares; 2025Q3: 21,441 shares; 2025Q4: 22,789 shares; 2026Q1: 24,418 shares; 2026Q2: 25,464 shares 25,464 $2.07M 0.16% +1,046 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,424 shares; 2025Q1: 4,479 shares; 2025Q2: 4,366 shares; 2025Q3: 4,366 shares; 2025Q4: 5,651 shares; 2026Q1: 5,747 shares; 2026Q2: 5,944 shares 5,944 $2.03M 0.16% +197 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; 2024Q3: restricted; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares; 2026Q2: 2,754 shares 2,754 $1.98M 0.15% -49 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; 2024Q3: restricted; 2024Q4: 10,432 shares; 2025Q1: 10,162 shares; 2025Q2: 40,190 shares; 2025Q3: 45,888 shares; 2025Q4: 46,141 shares; 2026Q1: 46,939 shares; 2026Q2: 54,796 shares 54,796 $1.98M 0.15% +7,857 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; 2024Q3: restricted; 2024Q4: 3,786 shares; 2025Q1: 9,501 shares; 2025Q2: 9,676 shares; 2025Q3: 10,126 shares; 2025Q4: 10,715 shares; 2026Q1: 12,710 shares; 2026Q2: 13,180 shares 13,180 $1.93M 0.15% +470 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,861 shares; 2025Q1: 4,561 shares; 2025Q2: 4,814 shares; 2025Q3: 4,928 shares; 2025Q4: 5,239 shares; 2026Q1: 4,986 shares; 2026Q2: 5,156 shares 5,156 $1.87M 0.15% +170 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 13,536 shares; 2026Q2: 14,266 shares 14,266 $1.86M 0.14% +730 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; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 511 shares; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 674 shares; 2026Q1: 4,057 shares; 2026Q2: 4,407 shares 4,407 $1.83M 0.14% +350 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,557 shares; 2025Q1: 6,210 shares; 2025Q2: 6,166 shares; 2025Q3: 6,171 shares; 2025Q4: 9,145 shares; 2026Q1: 8,674 shares; 2026Q2: 9,134 shares 9,134 $1.83M 0.14% +460 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,431 shares; 2025Q1: 25,731 shares; 2025Q2: 25,766 shares; 2025Q3: 17,380 shares; 2025Q4: 18,075 shares; 2026Q1: 15,541 shares; 2026Q2: 16,912 shares 16,912 $1.81M 0.14% +1,371 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,204 shares; 2025Q1: 6,773 shares; 2025Q2: 8,378 shares; 2025Q3: 9,040 shares; 2025Q4: 9,653 shares; 2026Q1: 10,428 shares; 2026Q2: 10,879 shares 10,879 $1.8M 0.14% +451 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,895 shares; 2025Q1: 2,750 shares; 2025Q2: 2,743 shares; 2025Q3: 2,739 shares; 2025Q4: 2,971 shares; 2026Q1: 15,014 shares; 2026Q2: 16,582 shares 16,582 $1.78M 0.14% +1,568 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,532 shares; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 2,200 shares; 2026Q1: 2,216 shares; 2026Q2: 16,079 shares 16,079 $1.76M 0.14% +13,863 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,760 shares; 2025Q2: 10,320 shares; 2025Q3: 11,193 shares; 2025Q4: 12,225 shares; 2026Q1: 12,678 shares; 2026Q2: 13,470 shares 13,470 $1.73M 0.13% +792 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,231 shares; 2025Q1: 13,921 shares; 2025Q2: 13,921 shares; 2025Q3: 13,548 shares; 2025Q4: 17,929 shares; 2026Q1: 66,948 shares; 2026Q2: 71,828 shares 71,828 $1.73M 0.13% +4,880 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; 2024Q3: restricted; 2024Q4: 30,508 shares; 2025Q1: 29,990 shares; 2025Q2: 52,074 shares; 2025Q3: 56,044 shares; 2025Q4: 56,713 shares; 2026Q1: 55,022 shares; 2026Q2: 61,734 shares 61,734 $1.71M 0.13% +6,712 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; 2024Q3: restricted; 2024Q4: 5,439 shares; 2025Q1: 5,435 shares; 2025Q2: 5,835 shares; 2025Q3: 5,805 shares; 2025Q4: 6,112 shares; 2026Q1: 5,955 shares; 2026Q2: 6,058 shares 6,058 $1.65M 0.13% +103 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,725 shares; 2025Q1: 15,430 shares; 2025Q2: 15,472 shares; 2025Q3: 16,019 shares; 2025Q4: 18,794 shares; 2026Q1: 26,403 shares; 2026Q2: 28,722 shares 28,722 $1.63M 0.13% +2,319 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; 2024Q3: restricted; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,112 shares; 2026Q2: 2,150 shares 2,150 $1.48M 0.11% +1,038 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,802 shares; 2025Q1: 98,877 shares; 2025Q2: 97,864 shares; 2025Q3: 18,479 shares; 2025Q4: 13,868 shares; 2026Q1: 13,868 shares; 2026Q2: 13,868 shares 13,868 $1.48M 0.11% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 82,678 shares; 2025Q2: 82,845 shares; 2025Q3: 84,278 shares; 2025Q4: 87,716 shares; 2026Q1: 49,889 shares; 2026Q2: 55,316 shares 55,316 $1.43M 0.11% +5,427 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; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 586 shares; 2026Q1: 1,938 shares; 2026Q2: 1,938 shares 1,938 $1.43M 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 2,943 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,942 shares; 2026Q2: 11,485 shares 11,485 $1.43M 0.11% +8,543 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,337 shares; 2026Q2: 29,055 shares 29,055 $1.39M 0.11% +4,718 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; 2024Q3: restricted; 2024Q4: 7,354 shares; 2025Q1: 7,870 shares; 2025Q2: 7,870 shares; 2025Q3: 8,058 shares; 2025Q4: 7,865 shares; 2026Q1: 8,533 shares; 2026Q2: 8,514 shares 8,514 $1.35M 0.1% -19 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; 2024Q3: restricted; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares; 2025Q3: 5,417 shares; 2025Q4: 5,543 shares; 2026Q1: 5,417 shares; 2026Q2: 6,796 shares 6,796 $1.34M 0.1% +1,379 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110,990 shares; 2025Q1: 13,913 shares; 2025Q2: 12,257 shares; 2025Q3: 12,237 shares; 2025Q4: 12,217 shares; 2026Q1: 11,911 shares; 2026Q2: 11,879 shares 11,879 $1.28M 0.1% -32 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; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,768 shares 1,768 $1.28M 0.1% -100 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,492 shares; 2025Q1: 3,449 shares; 2025Q2: 4,010 shares; 2025Q3: 4,018 shares; 2025Q4: 3,805 shares; 2026Q1: 3,795 shares; 2026Q2: 3,714 shares 3,714 $1.27M 0.1% -81 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,135 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,236 shares; 2025Q4: 4,197 shares; 2026Q1: 4,261 shares; 2026Q2: 4,186 shares 4,186 $1.26M 0.1% -75 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 2,937 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 2,974 shares; 2026Q2: 3,055 shares 3,055 $1.25M 0.1% +81 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 1,788 shares; 2025Q2: 1,758 shares; 2025Q3: 1,741 shares; 2025Q4: 3,428 shares; 2026Q1: 3,138 shares; 2026Q2: 3,224 shares 3,224 $1.22M 0.09% +86 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; 2024Q3: restricted; 2024Q4: 4,832 shares; 2025Q1: 4,813 shares; 2025Q2: 5,045 shares; 2025Q3: 5,072 shares; 2025Q4: 5,045 shares; 2026Q1: 5,339 shares; 2026Q2: 5,439 shares 5,439 $1.2M 0.09% +100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: not reported; 2026Q2: 10,008 shares 10,008 $1.2M 0.09% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,006 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,005 shares; 2026Q2: 3,878 shares 3,878 $1.19M 0.09% -127 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,454 shares 8,454 $1.16M 0.09% new Timeline DWX 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; 2024Q3: restricted; 2024Q4: 24,906 shares; 2025Q1: 24,906 shares; 2025Q2: 24,906 shares; 2025Q3: 24,906 shares; 2025Q4: 24,906 shares; 2026Q1: 24,906 shares; 2026Q2: 24,906 shares 24,906 $1.14M 0.09% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: not reported; 2026Q1: 22,356 shares; 2026Q2: 27,322 shares 27,322 $1.12M 0.09% +4,966 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,455 shares; 2025Q1: 2,505 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,478 shares; 2026Q2: 12,390 shares 12,390 $1.09M 0.08% +9,912 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,069 shares; 2025Q1: 10,059 shares; 2025Q2: 10,059 shares; 2025Q3: 10,059 shares; 2025Q4: 10,059 shares; 2026Q1: 10,065 shares; 2026Q2: 9,234 shares 9,234 $1.08M 0.08% -831 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; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,180 shares; 2025Q2: 1,420 shares; 2025Q3: 1,419 shares; 2025Q4: 1,294 shares; 2026Q1: 1,288 shares; 2026Q2: 1,151 shares 1,151 $1.08M 0.08% -137 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,808 shares; 2025Q1: 8,608 shares; 2025Q2: 8,608 shares; 2025Q3: 8,609 shares; 2025Q4: 9,534 shares; 2026Q1: 8,965 shares; 2026Q2: 8,959 shares 8,959 $1.01M 0.08% -6 Timeline PCEF 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; 2024Q3: restricted; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 48,846 shares; 2026Q2: 48,846 shares 48,846 $992K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $989K 0.08% 0 Timeline EWX 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,616 shares; 2026Q2: 13,130 shares 13,130 $976K 0.08% +1,514 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; 2024Q3: restricted; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $936K 0.07% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,859 shares; 2025Q3: 20,255 shares; 2025Q4: 20,411 shares; 2026Q1: 21,409 shares; 2026Q2: 24,845 shares 24,845 $916K 0.07% +3,436 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,990 shares; 2025Q1: 23,102 shares; 2025Q2: 23,150 shares; 2025Q3: 23,714 shares; 2025Q4: 26,290 shares; 2026Q1: 24,347 shares; 2026Q2: 26,887 shares 26,887 $907K 0.07% +2,540 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,326 shares; 2025Q1: 2,317 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,463 shares; 2026Q1: 3,619 shares; 2026Q2: 3,587 shares 3,587 $870K 0.07% -32 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; 2024Q3: restricted; 2024Q4: 23,078 shares; 2025Q1: 21,932 shares; 2025Q2: 23,405 shares; 2025Q3: 24,463 shares; 2025Q4: 7,220 shares; 2026Q1: 7,175 shares; 2026Q2: 7,185 shares 7,185 $844K 0.07% +10 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $842K 0.07% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,822 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares; 2026Q2: 3,113 shares 3,113 $837K 0.06% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,398 shares; 2025Q1: 9,590 shares; 2025Q2: 9,610 shares; 2025Q3: 9,891 shares; 2025Q4: 11,340 shares; 2026Q1: 14,506 shares; 2026Q2: 16,840 shares 16,840 $832K 0.06% +2,334 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; 2024Q3: restricted; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 3,358 shares; 2025Q3: 3,379 shares; 2025Q4: 3,358 shares; 2026Q1: 4,465 shares; 2026Q2: 4,443 shares 4,443 $804K 0.06% -22 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,396 shares; 2025Q1: 6,747 shares; 2025Q2: 7,252 shares; 2025Q3: 7,662 shares; 2025Q4: 8,141 shares; 2026Q1: 7,126 shares; 2026Q2: 7,228 shares 7,228 $739K 0.06% +102 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,941 shares; 2025Q3: 14,247 shares; 2025Q4: 14,247 shares; 2026Q1: 15,583 shares; 2026Q2: 19,817 shares 19,817 $715K 0.06% +4,234 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,131 shares; 2025Q4: 8,131 shares; 2026Q1: 8,134 shares; 2026Q2: 8,134 shares 8,134 $695K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 995 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 1,028 shares; 2026Q1: 1,110 shares; 2026Q2: 1,223 shares 1,223 $689K 0.05% +113 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; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,802 shares; 2025Q4: 1,846 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares 1,860 $688K 0.05% 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; 2024Q3: restricted; 2024Q4: 4,521 shares; 2025Q1: 4,432 shares; 2025Q2: 4,409 shares; 2025Q3: 4,409 shares; 2025Q4: 4,403 shares; 2026Q1: 4,377 shares; 2026Q2: 4,377 shares 4,377 $684K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 954 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 952 shares; 2026Q2: 952 shares 952 $679K 0.05% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,906 shares; 2025Q2: 12,906 shares; 2025Q3: 12,906 shares; 2025Q4: 12,906 shares; 2026Q1: 13,095 shares; 2026Q2: 13,095 shares 13,095 $663K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 4,393 shares; 2025Q2: 4,383 shares; 2025Q3: 4,432 shares; 2025Q4: 4,520 shares; 2026Q1: 4,399 shares; 2026Q2: 4,405 shares 4,405 $646K 0.05% +6 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,000 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $644K 0.05% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,178 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares; 2025Q4: 13,178 shares; 2026Q1: 13,178 shares; 2026Q2: 13,178 shares 13,178 $638K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,926 shares; 2025Q1: 5,917 shares; 2025Q2: 7,011 shares; 2025Q3: 6,923 shares; 2025Q4: 6,906 shares; 2026Q1: 4,741 shares; 2026Q2: 4,710 shares 4,710 $638K 0.05% -31 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; 2024Q3: restricted; 2024Q4: 7,070 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares; 2026Q2: 7,023 shares 7,023 $616K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 5,496 shares; 2025Q1: 6,744 shares; 2025Q2: 6,498 shares; 2025Q3: 6,473 shares; 2025Q4: 6,994 shares; 2026Q1: 6,896 shares; 2026Q2: 8,252 shares 8,252 $595K 0.05% +1,356 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 3,649 shares; 2026Q1: 3,946 shares; 2026Q2: 6,035 shares 6,035 $593K 0.05% +2,089 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares 3,830 $591K 0.05% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,517 shares; 2025Q4: 5,277 shares; 2026Q1: 4,077 shares; 2026Q2: 4,077 shares 4,077 $578K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,055 shares; 2026Q1: 1,054 shares; 2026Q2: 1,344 shares 1,344 $573K 0.04% +290 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,810 shares 3,810 $572K 0.04% -90 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,777 shares; 2026Q1: 2,944 shares; 2026Q2: 2,944 shares 2,944 $559K 0.04% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 857 shares; 2026Q1: 843 shares; 2026Q2: 866 shares 866 $555K 0.04% +23 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,342 shares; 2025Q1: 2,362 shares; 2025Q2: 2,296 shares; 2025Q3: 2,664 shares; 2025Q4: 2,837 shares; 2026Q1: 3,172 shares; 2026Q2: 3,177 shares 3,177 $499K 0.04% +5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,184 shares; 2026Q1: 6,184 shares; 2026Q2: 6,184 shares 6,184 $489K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 113 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 2,733 shares 2,733 $487K 0.04% +2,622 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $485K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $484K 0.04% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: not reported; 2026Q1: 382 shares; 2026Q2: 392 shares 392 $470K 0.04% +10 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,003 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,809 shares; 2026Q2: 2,809 shares 2,809 $461K 0.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,528 shares 4,528 $456K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 809 shares; 2025Q3: 813 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 711 shares 711 $451K 0.04% -98 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; 2024Q3: restricted; 2024Q4: 3,246 shares; 2025Q1: 2,822 shares; 2025Q2: 3,037 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: 2,942 shares; 2026Q2: 2,942 shares 2,942 $446K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 2,859 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,917 shares; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares 2,910 $443K 0.03% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,170 shares; 2025Q3: 1,330 shares; 2025Q4: 1,190 shares; 2026Q1: 1,170 shares; 2026Q2: 1,845 shares 1,845 $439K 0.03% +675 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; 2024Q3: restricted; 2024Q4: 5,302 shares; 2025Q1: 5,302 shares; 2025Q2: 5,302 shares; 2025Q3: 5,302 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares 5,302 $437K 0.03% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,349 shares; 2026Q2: 2,809 shares 2,809 $431K 0.03% +460 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; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares; 2026Q1: 194 shares; 2026Q2: 220 shares 220 $430K 0.03% +26 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; 2024Q3: restricted; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares; 2026Q2: 4,876 shares 4,876 $429K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,647 shares; 2026Q1: 4,647 shares; 2026Q2: 4,626 shares 4,626 $424K 0.03% -21 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,886 shares; 2026Q2: 3,514 shares 3,514 $412K 0.03% +628 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,460 shares; 2025Q1: 3,891 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 4,070 shares; 2026Q1: 5,804 shares; 2026Q2: 5,293 shares 5,293 $408K 0.03% -511 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: not reported; 2026Q1: 2,933 shares; 2026Q2: 3,227 shares 3,227 $402K 0.03% +294 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; 2024Q3: restricted; 2024Q4: 6,899 shares; 2025Q1: 6,656 shares; 2025Q2: 7,389 shares; 2025Q3: 7,467 shares; 2025Q4: 6,744 shares; 2026Q1: 6,894 shares; 2026Q2: 6,894 shares 6,894 $393K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,035 shares; 2026Q2: 995 shares 995 $392K 0.03% -40 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,119 shares; 2025Q1: 6,119 shares; 2025Q2: 6,119 shares; 2025Q3: 6,119 shares; 2025Q4: 9,178 shares; 2026Q1: 9,178 shares; 2026Q2: 9,178 shares 9,178 $391K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,180 shares; 2025Q1: 3,176 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,932 shares; 2026Q2: 2,645 shares 2,645 $391K 0.03% -287 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares; 2025Q4: 4,380 shares; 2026Q1: 5,432 shares; 2026Q2: 5,391 shares 5,391 $388K 0.03% -41 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; 2024Q3: restricted; 2024Q4: 2,065 shares; 2025Q1: 1,575 shares; 2025Q2: 1,571 shares; 2025Q3: 1,637 shares; 2025Q4: 3,101 shares; 2026Q1: 3,314 shares; 2026Q2: 3,306 shares 3,306 $388K 0.03% -8 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; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 933 shares; 2025Q4: 923 shares; 2026Q1: 921 shares; 2026Q2: 1,204 shares 1,204 $379K 0.03% +283 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; 2024Q3: restricted; 2024Q4: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 12,993 shares; 2025Q3: 12,993 shares; 2025Q4: 12,993 shares; 2026Q1: 12,993 shares; 2026Q2: 12,993 shares 12,993 $376K 0.03% 0 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,138 shares; 2025Q1: 14,879 shares; 2025Q2: 15,339 shares; 2025Q3: 16,242 shares; 2025Q4: 16,694 shares; 2026Q1: 19,401 shares; 2026Q2: 20,788 shares 20,788 $374K 0.03% +1,387 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares; 2026Q2: 1,517 shares 1,517 $374K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,019 shares; 2026Q1: 1,031 shares; 2026Q2: 1,294 shares 1,294 $372K 0.03% +263 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,652 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,598 shares 2,598 $363K 0.03% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693,415 shares; 2025Q4: 708,473 shares; 2026Q1: 15,491 shares; 2026Q2: 15,491 shares 15,491 $355K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,846 shares; 2025Q3: 1,844 shares; 2025Q4: 1,842 shares; 2026Q1: 1,837 shares; 2026Q2: 1,818 shares 1,818 $351K 0.03% -19 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 202,562 shares; 2025Q1: 216,065 shares; 2025Q2: 216,271 shares; 2025Q3: 220,212 shares; 2025Q4: 224,427 shares; 2026Q1: 4,541 shares; 2026Q2: 4,541 shares 4,541 $348K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 456 shares 456 $348K 0.03% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,350 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 1,750 shares 1,750 $341K 0.03% -573 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 6,172 shares; 2025Q4: 6,172 shares; 2026Q1: 6,347 shares; 2026Q2: 6,347 shares 6,347 $337K 0.03% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 8,225 shares; 2026Q2: 8,225 shares 8,225 $337K 0.03% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,246 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $336K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $336K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,123 shares; 2026Q1: 3,021 shares; 2026Q2: 2,641 shares 2,641 $334K 0.03% -380 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,216 shares; 2025Q2: 6,216 shares; 2025Q3: 6,216 shares; 2025Q4: 6,216 shares; 2026Q1: 6,366 shares; 2026Q2: 6,366 shares 6,366 $334K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 280 shares 280 $329K 0.03% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,103 shares; 2025Q3: 6,103 shares; 2025Q4: 6,103 shares; 2026Q1: 6,103 shares; 2026Q2: 6,103 shares 6,103 $326K 0.03% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $321K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,406 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares 1,599 $321K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 909 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $317K 0.02% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares; 2026Q2: 761 shares 761 $317K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,277 shares; 2026Q2: 3,277 shares 3,277 $313K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 3,233 shares; 2026Q2: 3,233 shares 3,233 $312K 0.02% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares; 2026Q2: 2,980 shares 2,980 $302K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 1,424 shares; 2025Q1: 1,409 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares; 2026Q2: 1,334 shares 1,334 $299K 0.02% -30 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $298K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares; 2026Q1: 1,904 shares; 2026Q2: 1,904 shares 1,904 $297K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 2,697 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares; 2026Q2: 2,497 shares 2,497 $295K 0.02% -200 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,155 shares; 2026Q1: 4,192 shares; 2026Q2: 3,909 shares 3,909 $295K 0.02% -283 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $292K 0.02% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: not reported; 2026Q1: 10,510 shares; 2026Q2: 12,285 shares 12,285 $291K 0.02% +1,775 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 739 shares; 2025Q4: 721 shares; 2026Q1: 725 shares; 2026Q2: 688 shares 688 $289K 0.02% -37 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,624 shares; 2025Q1: 2,613 shares; 2025Q2: 2,546 shares; 2025Q3: 2,542 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares; 2026Q2: 2,533 shares 2,533 $286K 0.02% -6 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 6,211 shares; 2026Q1: 6,005 shares; 2026Q2: 6,005 shares 6,005 $285K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: not reported; 2026Q1: 3,369 shares; 2026Q2: 4,169 shares 4,169 $285K 0.02% +800 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; 2024Q3: restricted; 2024Q4: 1,935 shares; 2025Q1: 1,733 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares 1,733 $283K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $274K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,913 shares; 2025Q1: 5,050 shares; 2025Q2: 5,259 shares; 2025Q3: 5,509 shares; 2025Q4: 1,170 shares; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $266K 0.02% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,167 shares; 2026Q2: 5,000 shares 5,000 $265K 0.02% -167 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,223 shares; 2025Q4: 1,204 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $264K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 765 shares; 2026Q1: not reported; 2026Q2: 705 shares 705 $263K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 3,118 shares 3,118 $261K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,059 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $258K 0.02% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 918,179 shares; 2025Q1: 15,341 shares; 2025Q2: 14,704 shares; 2025Q3: 14,691 shares; 2025Q4: 10,051 shares; 2026Q1: 10,051 shares; 2026Q2: 10,028 shares 10,028 $256K 0.02% -23 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 668 shares; 2025Q1: 643 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $253K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $251K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 568 shares; 2025Q3: 532 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 503 shares 503 $250K 0.02% -8 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares 643 $249K 0.02% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 496 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 458 shares; 2026Q1: 474 shares; 2026Q2: 466 shares 466 $239K 0.02% -8 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 9,243 shares; 2025Q4: 9,243 shares; 2026Q1: 9,243 shares; 2026Q2: 9,243 shares 9,243 $239K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $238K 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,983 shares 1,983 $236K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: not reported; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $236K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $234K 0.02% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 4,802 shares 4,802 $226K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,006 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $223K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 796 shares; 2025Q3: 805 shares; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 746 shares 746 $219K 0.02% -50 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares; 2026Q1: 1,784 shares; 2026Q2: 1,726 shares 1,726 $217K 0.02% -58 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,587 shares 2,587 $214K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,544 shares; 2025Q1: 2,604 shares; 2025Q2: 2,623 shares; 2025Q3: 2,677 shares; 2025Q4: 2,595 shares; 2026Q1: 2,519 shares; 2026Q2: 2,225 shares 2,225 $214K 0.02% -294 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $206K 0.02% 0 Timeline