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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,223 shares; 2026Q1: 243,802 shares 243,802 $159M 6.64% -26,421 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,474,931 shares; 2026Q1: 1,551,434 shares 1,551,434 $70.8M 2.97% +76,503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642,750 shares; 2026Q1: 667,644 shares 667,644 $65.4M 2.74% +24,894 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,211 shares; 2026Q1: 108,810 shares 108,810 $62.8M 2.63% -18,401 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459,174 shares; 2026Q1: 471,669 shares 471,669 $62.7M 2.63% +12,495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503,399 shares; 2026Q1: 652,997 shares 652,997 $50M 2.09% +149,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459,321 shares; 2026Q1: 568,241 shares 568,241 $49.9M 2.09% +108,920 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477,694 shares; 2026Q1: 555,560 shares 555,560 $42.1M 1.76% +77,866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286,069 shares; 2026Q1: 285,932 shares 285,932 $40.7M 1.71% -137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974,091 shares; 2026Q1: 1,044,576 shares 1,044,576 $40.7M 1.71% +70,485 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 476,467 shares; 2026Q1: 491,750 shares 491,750 $39.6M 1.66% +15,283 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: 789,608 shares; 2024Q4: 785,298 shares; 2025Q1: 810,936 shares; 2025Q2: 815,934 shares; 2025Q3: 827,833 shares; 2025Q4: 1,044,932 shares; 2026Q1: 224,649 shares 224,649 $39.2M 1.64% -820,283 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: 925,917 shares; 2024Q4: 930,782 shares; 2025Q1: 930,756 shares; 2025Q2: 931,635 shares; 2025Q3: 942,808 shares; 2025Q4: 1,092,841 shares; 2026Q1: 144,806 shares 144,806 $36.8M 1.54% -948,035 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602,558 shares; 2026Q1: 588,967 shares 588,967 $33.3M 1.4% -13,591 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387,811 shares; 2026Q1: 370,999 shares 370,999 $29.3M 1.23% -16,812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 641,545 shares; 2026Q1: 725,845 shares 725,845 $29.2M 1.22% +84,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,513 shares; 2026Q1: 567,620 shares 567,620 $27.4M 1.15% -116,893 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: 315,828 shares; 2024Q4: 324,285 shares; 2025Q1: 327,418 shares; 2025Q2: 333,462 shares; 2025Q3: 335,835 shares; 2025Q4: 447,988 shares; 2026Q1: 110,625 shares 110,625 $23M 0.97% -337,363 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582,525 shares; 2026Q1: 598,699 shares 598,699 $23M 0.96% +16,174 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268,864 shares; 2026Q1: 448,811 shares 448,811 $22.9M 0.96% +179,947 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513,185 shares; 2026Q1: 793,244 shares 793,244 $22.7M 0.95% +280,059 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,366 shares; 2026Q1: 67,998 shares 67,998 $21.8M 0.91% +2,632 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: 186,364 shares; 2024Q4: 192,875 shares; 2025Q1: 194,619 shares; 2025Q2: 202,181 shares; 2025Q3: 206,635 shares; 2025Q4: 265,463 shares; 2026Q1: 57,976 shares 57,976 $21.5M 0.9% -207,487 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 320,421 shares; 2026Q1: 305,427 shares 305,427 $20.5M 0.86% -14,994 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418,889 shares; 2026Q1: 443,887 shares 443,887 $18.9M 0.79% +24,998 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329,757 shares; 2026Q1: 362,397 shares 362,397 $18.8M 0.79% +32,640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587,480 shares; 2026Q1: 605,971 shares 605,971 $17.4M 0.73% +18,491 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,818 shares; 2026Q1: 156,212 shares 156,212 $17.3M 0.73% +3,394 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520,492 shares; 2026Q1: 431,168 shares 431,168 $17.3M 0.72% -89,324 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,759 shares; 2026Q1: 173,308 shares 173,308 $17.2M 0.72% +19,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,076 shares; 2026Q1: 154,876 shares 154,876 $17.1M 0.72% +32,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,251 shares; 2026Q1: 115,080 shares 115,080 $16.9M 0.71% -4,171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,613 shares; 2026Q1: 334,503 shares 334,503 $16.5M 0.69% +11,890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,323 shares; 2026Q1: 177,081 shares 177,081 $16.2M 0.68% +6,758 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: 147,823 shares; 2024Q4: 150,167 shares; 2025Q1: 154,389 shares; 2025Q2: 155,370 shares; 2025Q3: 155,617 shares; 2025Q4: 214,063 shares; 2026Q1: 55,150 shares 55,150 $15.8M 0.66% -158,913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,792 shares; 2026Q1: 143,951 shares 143,951 $15.7M 0.66% -9,841 Timeline IUS 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: 348,850 shares; 2026Q1: 268,943 shares 268,943 $15.6M 0.65% -79,907 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,334 shares; 2026Q1: 118,596 shares 118,596 $15.4M 0.65% -35,738 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: 149,216 shares; 2024Q4: 152,813 shares; 2025Q1: 151,758 shares; 2025Q2: 151,403 shares; 2025Q3: 154,446 shares; 2025Q4: 203,954 shares; 2026Q1: 52,088 shares 52,088 $15M 0.63% -151,866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,056 shares; 2026Q1: 22,048 shares 22,048 $14.4M 0.6% -8 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579,275 shares; 2026Q1: 377,464 shares 377,464 $13.8M 0.58% -201,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,524 shares; 2026Q1: 85,003 shares 85,003 $13.7M 0.58% +1,479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,105 shares; 2026Q1: 22,107 shares 22,107 $13.6M 0.57% +2 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 443,970 shares; 2026Q1: 457,244 shares 457,244 $13.6M 0.57% +13,274 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326,752 shares 326,752 $12.4M 0.52% new 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: not reported; 2024Q4: 1,059 shares; 2025Q1: 31,626 shares; 2025Q2: not reported; 2025Q3: 2,759 shares; 2025Q4: 38,007 shares; 2026Q1: 28,395 shares 28,395 $12.2M 0.51% -9,612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,031 shares; 2026Q1: 239,275 shares 239,275 $12M 0.5% -756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306,112 shares; 2026Q1: 343,501 shares 343,501 $11.6M 0.49% +37,389 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: 46,750 shares; 2024Q4: 50,107 shares; 2025Q1: 55,790 shares; 2025Q2: 60,974 shares; 2025Q3: 61,342 shares; 2025Q4: 92,922 shares; 2026Q1: 24,106 shares 24,106 $11.6M 0.48% -68,816 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: 175,126 shares; 2024Q4: 173,933 shares; 2025Q1: 174,766 shares; 2025Q2: 180,370 shares; 2025Q3: 182,897 shares; 2025Q4: 251,230 shares; 2026Q1: 52,428 shares 52,428 $11.4M 0.48% -198,802 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: 198,769 shares; 2024Q4: 198,306 shares; 2025Q1: 198,718 shares; 2025Q2: 197,583 shares; 2025Q3: 193,062 shares; 2025Q4: 226,695 shares; 2026Q1: 36,523 shares 36,523 $10.7M 0.45% -190,172 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: 91,371 shares; 2024Q4: 95,199 shares; 2025Q1: 101,048 shares; 2025Q2: 102,346 shares; 2025Q3: 103,992 shares; 2025Q4: 138,055 shares; 2026Q1: 33,948 shares 33,948 $10.5M 0.44% -104,107 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 306,097 shares; 2026Q1: 294,778 shares 294,778 $9.84M 0.41% -11,319 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: 35,828 shares; 2024Q4: 36,493 shares; 2025Q1: 36,618 shares; 2025Q2: 36,382 shares; 2025Q3: 36,093 shares; 2025Q4: 49,473 shares; 2026Q1: 13,801 shares 13,801 $9.78M 0.41% -35,672 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: 50,547 shares; 2024Q4: 50,845 shares; 2025Q1: 53,399 shares; 2025Q2: 48,333 shares; 2025Q3: 50,750 shares; 2025Q4: 76,385 shares; 2026Q1: 16,976 shares 16,976 $9.71M 0.41% -59,409 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,728 shares; 2026Q1: 202,643 shares 202,643 $9.51M 0.4% -38,085 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,125 shares; 2026Q1: 114,112 shares 114,112 $9.35M 0.39% -7,013 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,516 shares; 2026Q1: 202,321 shares 202,321 $9.28M 0.39% +49,805 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,055 shares; 2026Q1: 47,711 shares 47,711 $9.16M 0.38% +656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,410 shares; 2026Q1: 37,159 shares 37,159 $8.83M 0.37% -2,251 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,766 shares; 2026Q1: 189,838 shares 189,838 $8.66M 0.36% -14,928 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,231 shares; 2026Q1: 116,503 shares 116,503 $8.18M 0.34% -1,728 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,231 shares; 2026Q1: 78,918 shares 78,918 $8.16M 0.34% -41,313 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,648 shares; 2026Q1: 40,881 shares 40,881 $8.02M 0.34% +233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,643 shares; 2026Q1: 63,777 shares 63,777 $7.93M 0.33% -5,866 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: 171,793 shares; 2024Q4: 170,230 shares; 2025Q1: 168,857 shares; 2025Q2: 173,943 shares; 2025Q3: 174,495 shares; 2025Q4: 239,838 shares; 2026Q1: 61,216 shares 61,216 $7.61M 0.32% -178,622 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,360 shares; 2026Q1: 126,592 shares 126,592 $7.57M 0.32% +32,232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,748 shares; 2026Q1: 12,600 shares 12,600 $7.53M 0.32% -148 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,532 shares; 2026Q1: 259,097 shares 259,097 $7.52M 0.32% +103,565 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312,903 shares; 2026Q1: 318,223 shares 318,223 $7.42M 0.31% +5,320 Timeline XSHQ 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: 284,863 shares; 2026Q1: 170,202 shares 170,202 $7.18M 0.3% -114,661 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: 60,694 shares; 2024Q4: 62,080 shares; 2025Q1: 64,689 shares; 2025Q2: 62,970 shares; 2025Q3: 132,797 shares; 2025Q4: 200,772 shares; 2026Q1: 34,417 shares 34,417 $7.12M 0.3% -166,355 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,742 shares; 2026Q1: 241,799 shares 241,799 $7.06M 0.3% +5,057 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: 19,737 shares; 2024Q4: 18,349 shares; 2025Q1: 18,513 shares; 2025Q2: 18,838 shares; 2025Q3: 19,290 shares; 2025Q4: 26,955 shares; 2026Q1: 6,950 shares 6,950 $6.92M 0.29% -20,005 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 27,526 shares; 2026Q1: 136,282 shares 136,282 $6.88M 0.29% +108,756 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,169 shares; 2026Q1: 133,877 shares 133,877 $6.78M 0.28% -16,292 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,369 shares; 2026Q1: 130,741 shares 130,741 $6.6M 0.28% -628 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,323 shares; 2026Q1: 25,643 shares 25,643 $6.51M 0.27% +8,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,175 shares; 2026Q1: 26,115 shares 26,115 $6.48M 0.27% -1,060 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: 62,243 shares; 2024Q4: 70,205 shares; 2025Q1: 71,659 shares; 2025Q2: 113,512 shares; 2025Q3: 124,359 shares; 2025Q4: 155,177 shares; 2026Q1: 44,141 shares 44,141 $6.46M 0.27% -111,036 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,404 shares; 2026Q1: 119,953 shares 119,953 $6.45M 0.27% +3,549 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: 85,139 shares; 2024Q4: 82,158 shares; 2025Q1: 82,599 shares; 2025Q2: 82,132 shares; 2025Q3: 83,932 shares; 2025Q4: 111,743 shares; 2026Q1: 26,021 shares 26,021 $6.36M 0.27% -85,722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,264 shares; 2026Q1: 93,214 shares 93,214 $6.29M 0.26% -7,050 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,283 shares; 2026Q1: 137,048 shares 137,048 $6.15M 0.26% +10,765 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,226 shares; 2026Q1: 103,212 shares 103,212 $6M 0.25% +4,986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,967 shares; 2026Q1: 97,947 shares 97,947 $6M 0.25% +2,980 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: 96,151 shares; 2024Q4: 96,610 shares; 2025Q1: 102,626 shares; 2025Q2: 92,558 shares; 2025Q3: 93,934 shares; 2025Q4: 110,086 shares; 2026Q1: 15,901 shares 15,901 $5.91M 0.25% -94,185 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: 46,879 shares; 2026Q1: 52,256 shares 52,256 $5.86M 0.25% +5,377 Timeline TLH 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: 42,077 shares; 2026Q1: 58,025 shares 58,025 $5.84M 0.24% +15,948 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: 176,662 shares; 2024Q4: 179,571 shares; 2025Q1: 183,976 shares; 2025Q2: 184,313 shares; 2025Q3: 180,229 shares; 2025Q4: 226,621 shares; 2026Q1: 32,842 shares 32,842 $5.57M 0.23% -193,779 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,233 shares; 2026Q1: 224,474 shares 224,474 $5.56M 0.23% +16,241 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,904 shares; 2026Q1: 86,333 shares 86,333 $5.4M 0.23% +3,429 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,195 shares; 2026Q1: 88,672 shares 88,672 $5.25M 0.22% +1,477 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 48,151 shares 48,151 $5.23M 0.22% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,527 shares; 2026Q1: 11,940 shares 11,940 $5.22M 0.22% +413 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,120 shares; 2026Q1: 102,436 shares 102,436 $5.12M 0.21% +33,316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,005 shares; 2026Q1: 23,436 shares 23,436 $5.04M 0.21% +1,431 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,983 shares; 2026Q1: 99,823 shares 99,823 $5.03M 0.21% -160 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,601 shares; 2026Q1: 81,449 shares 81,449 $4.99M 0.21% +848 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179,891 shares; 2026Q1: 194,765 shares 194,765 $4.98M 0.21% +14,874 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: 20,035 shares; 2024Q4: 18,741 shares; 2025Q1: 19,074 shares; 2025Q2: 19,196 shares; 2025Q3: 18,799 shares; 2025Q4: 24,100 shares; 2026Q1: 5,403 shares 5,403 $4.97M 0.21% -18,697 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: 53,318 shares; 2024Q4: 54,550 shares; 2025Q1: 55,560 shares; 2025Q2: 55,993 shares; 2025Q3: 56,020 shares; 2025Q4: 71,752 shares; 2026Q1: 15,974 shares 15,974 $4.96M 0.21% -55,778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,377 shares; 2026Q1: 35,306 shares 35,306 $4.89M 0.2% -71 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: 11,452 shares; 2024Q4: 11,832 shares; 2025Q1: 12,107 shares; 2025Q2: 12,196 shares; 2025Q3: 12,124 shares; 2025Q4: 180,041 shares; 2026Q1: 50,311 shares 50,311 $4.84M 0.2% -129,730 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,618 shares; 2026Q1: 50,585 shares 50,585 $4.83M 0.2% +967 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 28,580 shares; 2025Q1: 27,373 shares; 2025Q2: 27,128 shares; 2025Q3: 59,644 shares; 2025Q4: 94,700 shares; 2026Q1: 48,962 shares 48,962 $4.82M 0.2% -45,738 Timeline FIW 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: 46,297 shares; 2026Q1: 46,657 shares 46,657 $4.81M 0.2% +360 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: 32,845 shares; 2024Q4: 34,111 shares; 2025Q1: 36,477 shares; 2025Q2: 37,361 shares; 2025Q3: 38,651 shares; 2025Q4: 52,806 shares; 2026Q1: 14,091 shares 14,091 $4.63M 0.19% -38,715 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,466 shares; 2026Q1: 6,575 shares 6,575 $4.59M 0.19% +109 Timeline BUFD 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: not reported; 2025Q3: not reported; 2025Q4: 76,809 shares; 2026Q1: 159,879 shares 159,879 $4.48M 0.19% +83,070 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: 13,698 shares; 2024Q4: 14,363 shares; 2025Q1: 15,077 shares; 2025Q2: 15,531 shares; 2025Q3: 15,827 shares; 2025Q4: 27,605 shares; 2026Q1: 11,386 shares 11,386 $4.45M 0.19% -16,219 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: 31,482 shares; 2024Q4: 25,915 shares; 2025Q1: 25,488 shares; 2025Q2: 22,592 shares; 2025Q3: 31,566 shares; 2025Q4: 44,464 shares; 2026Q1: 16,263 shares 16,263 $4.4M 0.18% -28,201 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: 22,736 shares; 2024Q4: 24,863 shares; 2025Q1: 28,252 shares; 2025Q2: 29,121 shares; 2025Q3: 28,502 shares; 2025Q4: 47,982 shares; 2026Q1: 19,302 shares 19,302 $4.36M 0.18% -28,680 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,254 shares; 2026Q1: 85,922 shares 85,922 $4.36M 0.18% +6,668 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,914 shares; 2026Q1: 63,804 shares 63,804 $4.36M 0.18% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283,924 shares; 2026Q1: 212,918 shares 212,918 $4.35M 0.18% -71,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,422 shares; 2026Q1: 111,712 shares 111,712 $4.34M 0.18% +290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,199 shares; 2026Q1: 10,167 shares 10,167 $4.34M 0.18% -32 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: 365,967 shares; 2026Q1: 258,427 shares 258,427 $4.32M 0.18% -107,540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,193 shares; 2026Q1: 28,455 shares 28,455 $4.31M 0.18% -738 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: 162,410 shares; 2024Q4: 165,957 shares; 2025Q1: 153,675 shares; 2025Q2: 155,185 shares; 2025Q3: 152,786 shares; 2025Q4: 193,697 shares; 2026Q1: 41,374 shares 41,374 $4.25M 0.18% -152,323 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: 74,497 shares; 2024Q4: 77,905 shares; 2025Q1: 77,294 shares; 2025Q2: 79,228 shares; 2025Q3: 76,897 shares; 2025Q4: 95,818 shares; 2026Q1: 21,231 shares 21,231 $4.1M 0.17% -74,587 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,379 shares; 2026Q1: 26,885 shares 26,885 $3.92M 0.16% +2,506 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,751 shares; 2026Q1: 60,586 shares 60,586 $3.9M 0.16% -10,165 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: 115,057 shares; 2024Q4: 113,709 shares; 2025Q1: 113,137 shares; 2025Q2: 112,686 shares; 2025Q3: 105,612 shares; 2025Q4: 134,524 shares; 2026Q1: 26,751 shares 26,751 $3.86M 0.16% -107,773 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,023 shares; 2026Q1: 93,614 shares 93,614 $3.72M 0.16% +15,591 Timeline CSM 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: not reported; 2025Q3: not reported; 2025Q4: 49,076 shares; 2026Q1: 49,013 shares 49,013 $3.67M 0.15% -63 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 48,960 shares; 2026Q1: 103,467 shares 103,467 $3.56M 0.15% +54,507 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,698 shares; 2026Q1: 149,095 shares 149,095 $3.56M 0.15% +85,397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,234 shares; 2026Q1: 18,126 shares 18,126 $3.48M 0.15% -108 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III 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: 76,929 shares; 2026Q1: 60,256 shares 60,256 $3.43M 0.14% -16,673 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: 22,704 shares; 2024Q4: 23,586 shares; 2025Q1: 23,816 shares; 2025Q2: 24,015 shares; 2025Q3: 23,702 shares; 2025Q4: 30,746 shares; 2026Q1: 6,852 shares 6,852 $3.42M 0.14% -23,894 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,628 shares; 2026Q1: 38,836 shares 38,836 $3.42M 0.14% -792 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: 42,359 shares; 2024Q4: 43,659 shares; 2025Q1: 43,697 shares; 2025Q2: 43,514 shares; 2025Q3: 44,562 shares; 2025Q4: 55,324 shares; 2026Q1: 11,309 shares 11,309 $3.42M 0.14% -44,015 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 15,098 shares; 2025Q1: 15,159 shares; 2025Q2: 14,937 shares; 2025Q3: 14,843 shares; 2025Q4: 25,481 shares; 2026Q1: 10,579 shares 10,579 $3.39M 0.14% -14,902 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,720 shares; 2026Q1: 36,086 shares 36,086 $3.38M 0.14% +18,366 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,120 shares; 2026Q1: 9,132 shares 9,132 $3.36M 0.14% +12 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: 151,728 shares; 2024Q4: 159,043 shares; 2025Q1: 158,410 shares; 2025Q2: 155,743 shares; 2025Q3: 163,335 shares; 2025Q4: 232,118 shares; 2026Q1: 68,013 shares 68,013 $3.32M 0.14% -164,105 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: 73,873 shares; 2024Q4: 76,344 shares; 2025Q1: 76,402 shares; 2025Q2: 76,478 shares; 2025Q3: 81,670 shares; 2025Q4: 115,978 shares; 2026Q1: 34,065 shares 34,065 $3.28M 0.14% -81,913 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,402 shares; 2026Q1: 124,632 shares 124,632 $3.27M 0.14% +79,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,021 shares; 2026Q1: 12,423 shares 12,423 $3.25M 0.14% +402 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: 71,662 shares 71,662 $3.23M 0.14% new Timeline NOBL 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: not reported; 2025Q3: not reported; 2025Q4: 30,233 shares; 2026Q1: 29,836 shares 29,836 $3.16M 0.13% -397 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 20,367 shares; 2025Q1: 24,422 shares; 2025Q2: 24,362 shares; 2025Q3: 27,506 shares; 2025Q4: 48,941 shares; 2026Q1: 19,688 shares 19,688 $3.16M 0.13% -29,253 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,611 shares; 2026Q1: 66,997 shares 66,997 $3.15M 0.13% -1,614 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: 46,388 shares; 2024Q4: 46,254 shares; 2025Q1: 47,163 shares; 2025Q2: 47,533 shares; 2025Q3: 50,569 shares; 2025Q4: 65,773 shares; 2026Q1: 13,700 shares 13,700 $3.15M 0.13% -52,073 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: 37,454 shares; 2024Q4: 34,788 shares; 2025Q1: 35,181 shares; 2025Q2: 39,288 shares; 2025Q3: 40,438 shares; 2025Q4: 55,779 shares; 2026Q1: 15,452 shares 15,452 $3.14M 0.13% -40,327 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,003 shares; 2026Q1: 62,468 shares 62,468 $3.13M 0.13% +5,465 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,967 shares; 2026Q1: 20,998 shares 20,998 $3.04M 0.13% +31 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,687 shares; 2026Q1: 29,683 shares 29,683 $3.04M 0.13% -1,004 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: 22,070 shares; 2024Q4: 21,478 shares; 2025Q1: 22,726 shares; 2025Q2: 20,991 shares; 2025Q3: 22,431 shares; 2025Q4: 47,022 shares; 2026Q1: 8,954 shares 8,954 $3.02M 0.13% -38,068 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 28,568 shares; 2026Q1: 82,770 shares 82,770 $2.97M 0.12% +54,202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,941 shares; 2026Q1: 31,848 shares 31,848 $2.95M 0.12% -2,093 Timeline GRID 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: 16,617 shares; 2026Q1: 17,919 shares 17,919 $2.93M 0.12% +1,302 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,220 shares; 2026Q1: 113,962 shares 113,962 $2.92M 0.12% +14,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,352 shares; 2026Q1: 94,936 shares 94,936 $2.91M 0.12% +19,584 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,615 shares; 2024Q4: 41,878 shares; 2025Q1: 41,904 shares; 2025Q2: 70,815 shares; 2025Q3: 42,434 shares; 2025Q4: 77,231 shares; 2026Q1: 35,247 shares 35,247 $2.88M 0.12% -41,984 Timeline BUFQ 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: not reported; 2025Q3: not reported; 2025Q4: 70,158 shares; 2026Q1: 80,541 shares 80,541 $2.84M 0.12% +10,383 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: 94,490 shares; 2024Q4: 83,015 shares; 2025Q1: 84,857 shares; 2025Q2: 94,230 shares; 2025Q3: 97,655 shares; 2025Q4: 137,880 shares; 2026Q1: 36,596 shares 36,596 $2.84M 0.12% -101,284 Timeline PKB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,050 shares; 2026Q1: 28,802 shares 28,802 $2.81M 0.12% -1,248 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,792 shares; 2026Q1: 51,277 shares 51,277 $2.8M 0.12% -22,515 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,904 shares; 2026Q1: 60,141 shares 60,141 $2.78M 0.12% +3,237 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,519 shares; 2026Q1: 51,306 shares 51,306 $2.77M 0.12% -2,213 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,980 shares; 2026Q1: 11,505 shares 11,505 $2.76M 0.12% -475 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 46,240 shares; 2026Q1: 53,491 shares 53,491 $2.71M 0.11% +7,251 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,551 shares; 2026Q1: 54,008 shares 54,008 $2.69M 0.11% +457 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,822 shares; 2026Q1: 53,726 shares 53,726 $2.65M 0.11% +1,904 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,718 shares; 2026Q1: 17,068 shares 17,068 $2.65M 0.11% +350 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 52,854 shares; 2026Q1: 22,781 shares 22,781 $2.63M 0.11% -30,073 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,463 shares; 2026Q1: 99,092 shares 99,092 $2.61M 0.11% +1,629 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,615 shares; 2026Q1: 50,652 shares 50,652 $2.53M 0.11% +1,037 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,550 shares; 2026Q1: 33,254 shares 33,254 $2.5M 0.1% +704 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: 23,046 shares; 2024Q4: 25,872 shares; 2025Q1: 27,944 shares; 2025Q2: 27,448 shares; 2025Q3: 29,471 shares; 2025Q4: 43,597 shares; 2026Q1: 13,281 shares 13,281 $2.48M 0.1% -30,316 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: 59,755 shares; 2024Q4: 60,736 shares; 2025Q1: 60,732 shares; 2025Q2: 65,765 shares; 2025Q3: 66,276 shares; 2025Q4: 80,575 shares; 2026Q1: 14,994 shares 14,994 $2.48M 0.1% -65,581 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: 12,535 shares; 2026Q1: 16,722 shares 16,722 $2.48M 0.1% +4,187 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,229 shares; 2026Q1: 24,407 shares 24,407 $2.46M 0.1% +3,178 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,973 shares; 2025Q1: 1,810 shares; 2025Q2: 1,721 shares; 2025Q3: 17,142 shares; 2025Q4: 23,852 shares; 2026Q1: 15,961 shares 15,961 $2.44M 0.1% -7,891 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: 71,044 shares; 2024Q4: 62,443 shares; 2025Q1: 65,104 shares; 2025Q2: 73,334 shares; 2025Q3: 66,875 shares; 2025Q4: 85,777 shares; 2026Q1: 20,213 shares 20,213 $2.43M 0.1% -65,564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,911 shares; 2026Q1: 26,725 shares 26,725 $2.42M 0.1% -1,186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,473 shares; 2026Q1: 10,281 shares 10,281 $2.41M 0.1% -7,192 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,266 shares; 2024Q4: 38,583 shares; 2025Q1: 27,556 shares; 2025Q2: 27,011 shares; 2025Q3: 31,520 shares; 2025Q4: 43,915 shares; 2026Q1: 19,173 shares 19,173 $2.41M 0.1% -24,742 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: 51,014 shares; 2024Q4: 51,447 shares; 2025Q1: 52,405 shares; 2025Q2: 53,744 shares; 2025Q3: 55,449 shares; 2025Q4: 64,657 shares; 2026Q1: 9,442 shares 9,442 $2.29M 0.1% -55,215 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,188 shares; 2026Q1: 23,140 shares 23,140 $2.25M 0.09% -2,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,127 shares; 2026Q1: 6,189 shares 6,189 $2.21M 0.09% +62 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,813 shares 71,813 $2.17M 0.09% new 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: 8,671 shares; 2024Q4: 8,864 shares; 2025Q1: 9,093 shares; 2025Q2: 23,570 shares; 2025Q3: 26,324 shares; 2025Q4: 38,431 shares; 2026Q1: 11,792 shares 11,792 $2.15M 0.09% -26,639 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: 16,260 shares; 2024Q4: 17,058 shares; 2025Q1: 16,833 shares; 2025Q2: 16,524 shares; 2025Q3: 17,275 shares; 2025Q4: 26,204 shares; 2026Q1: 9,046 shares 9,046 $2.14M 0.09% -17,158 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,790 shares; 2026Q1: 52,109 shares 52,109 $2.13M 0.09% +1,319 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: 61,507 shares; 2024Q4: 62,626 shares; 2025Q1: 77,031 shares; 2025Q2: 78,820 shares; 2025Q3: 80,216 shares; 2025Q4: 108,733 shares; 2026Q1: 25,898 shares 25,898 $2.06M 0.09% -82,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,866 shares; 2026Q1: 7,137 shares 7,137 $2.05M 0.09% +271 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,476 shares; 2026Q1: 39,226 shares 39,226 $2.05M 0.09% -2,250 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: 75,640 shares; 2024Q4: 78,058 shares; 2025Q1: 79,473 shares; 2025Q2: 83,840 shares; 2025Q3: 89,423 shares; 2025Q4: 112,069 shares; 2026Q1: 26,841 shares 26,841 $2.04M 0.09% -85,228 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,580 shares; 2024Q4: 44,185 shares; 2025Q1: 49,273 shares; 2025Q2: 49,980 shares; 2025Q3: 55,843 shares; 2025Q4: 99,368 shares; 2026Q1: 44,405 shares 44,405 $2.03M 0.09% -54,963 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,640 shares; 2026Q1: 60,515 shares 60,515 $2.03M 0.09% +4,875 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & 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: 372,633 shares; 2026Q1: 378,841 shares 378,841 $2.02M 0.08% +6,208 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III 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: 41,312 shares; 2026Q1: 28,785 shares 28,785 $2.01M 0.08% -12,527 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,477 shares; 2026Q1: 19,968 shares 19,968 $2.01M 0.08% -509 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: 41,497 shares; 2024Q4: 40,196 shares; 2025Q1: 30,030 shares; 2025Q2: 30,694 shares; 2025Q3: 31,974 shares; 2025Q4: 39,222 shares; 2026Q1: 7,178 shares 7,178 $2M 0.08% -32,044 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: 18,368 shares; 2024Q4: 19,273 shares; 2025Q1: 18,927 shares; 2025Q2: 19,339 shares; 2025Q3: 22,222 shares; 2025Q4: 31,052 shares; 2026Q1: 5,930 shares 5,930 $2M 0.08% -25,122 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,379 shares; 2026Q1: 16,770 shares 16,770 $1.99M 0.08% +9,391 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,537 shares; 2026Q1: 39,758 shares 39,758 $1.99M 0.08% -779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,702 shares; 2026Q1: 30,876 shares 30,876 $1.98M 0.08% -826 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: 5,783 shares; 2024Q4: 5,895 shares; 2025Q1: 6,518 shares; 2025Q2: 6,397 shares; 2025Q3: 6,587 shares; 2025Q4: 8,520 shares; 2026Q1: 2,214 shares 2,214 $1.87M 0.08% -6,306 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: 37,689 shares; 2024Q4: 37,764 shares; 2025Q1: 38,352 shares; 2025Q2: 38,141 shares; 2025Q3: 39,608 shares; 2025Q4: 45,964 shares; 2026Q1: 6,538 shares 6,538 $1.86M 0.08% -39,426 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD 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: 10,386 shares; 2026Q1: 39,601 shares 39,601 $1.83M 0.08% +29,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,316 shares; 2026Q1: 5,694 shares 5,694 $1.81M 0.08% -29,622 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,118 shares; 2026Q1: 35,586 shares 35,586 $1.8M 0.08% +468 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,874 shares; 2026Q1: 26,226 shares 26,226 $1.79M 0.07% -4,648 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,770 shares; 2026Q1: 19,249 shares 19,249 $1.79M 0.07% -1,521 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: 24,882 shares; 2024Q4: 49,851 shares; 2025Q1: 54,335 shares; 2025Q2: 57,131 shares; 2025Q3: 60,759 shares; 2025Q4: 91,945 shares; 2026Q1: 24,533 shares 24,533 $1.76M 0.07% -67,412 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,905 shares; 2026Q1: 57,694 shares 57,694 $1.76M 0.07% +29,789 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: 36,960 shares; 2024Q4: 39,619 shares; 2025Q1: 40,415 shares; 2025Q2: 41,702 shares; 2025Q3: 42,564 shares; 2025Q4: 56,326 shares; 2026Q1: 11,727 shares 11,727 $1.73M 0.07% -44,599 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: 32,342 shares; 2024Q4: 37,904 shares; 2025Q1: 38,722 shares; 2025Q2: 37,848 shares; 2025Q3: 36,100 shares; 2025Q4: 48,888 shares; 2026Q1: 13,391 shares 13,391 $1.72M 0.07% -35,497 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: 3,517 shares; 2024Q4: 3,189 shares; 2025Q1: 2,747 shares; 2025Q2: 2,741 shares; 2025Q3: 2,989 shares; 2025Q4: 3,243 shares; 2026Q1: 9,863 shares 9,863 $1.67M 0.07% +6,620 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,662 shares; 2026Q1: 13,545 shares 13,545 $1.64M 0.07% -117 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: 213,160 shares; 2024Q4: 202,341 shares; 2025Q1: 229,367 shares; 2025Q2: 236,605 shares; 2025Q3: 169,565 shares; 2025Q4: 222,801 shares; 2026Q1: 58,236 shares 58,236 $1.64M 0.07% -164,565 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 5,992 shares; 2025Q1: 7,226 shares; 2025Q2: 38,959 shares; 2025Q3: 38,538 shares; 2025Q4: 41,758 shares; 2026Q1: 15,081 shares 15,081 $1.63M 0.07% -26,677 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: 19,480 shares; 2024Q4: 19,599 shares; 2025Q1: 19,657 shares; 2025Q2: 21,183 shares; 2025Q3: 22,761 shares; 2025Q4: 31,225 shares; 2026Q1: 8,102 shares 8,102 $1.61M 0.07% -23,123 Timeline AIRR 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: 11,914 shares; 2026Q1: 14,537 shares 14,537 $1.61M 0.07% +2,623 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,462 shares; 2026Q1: 14,915 shares 14,915 $1.61M 0.07% -2,547 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 4,129 shares 4,129 $1.58M 0.07% +186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,730 shares; 2026Q1: 15,914 shares 15,914 $1.58M 0.07% +2,184 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: 330,063 shares; 2024Q4: 331,235 shares; 2025Q1: 320,995 shares; 2025Q2: 327,371 shares; 2025Q3: 337,433 shares; 2025Q4: 402,636 shares; 2026Q1: 54,467 shares 54,467 $1.58M 0.07% -348,169 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: 48,509 shares; 2026Q1: 94,966 shares 94,966 $1.58M 0.07% +46,457 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,253 shares; 2026Q1: 17,126 shares 17,126 $1.57M 0.07% -127 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: 5,099 shares; 2024Q4: 4,823 shares; 2025Q1: 4,993 shares; 2025Q2: 5,090 shares; 2025Q3: 5,332 shares; 2025Q4: 7,872 shares; 2026Q1: 1,789 shares 1,789 $1.56M 0.07% -6,083 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: 30,270 shares; 2024Q4: 31,413 shares; 2025Q1: 31,376 shares; 2025Q2: 30,772 shares; 2025Q3: 31,326 shares; 2025Q4: 36,509 shares; 2026Q1: 5,152 shares 5,152 $1.56M 0.07% -31,357 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: 152,212 shares; 2024Q4: 146,520 shares; 2025Q1: 143,852 shares; 2025Q2: 145,148 shares; 2025Q3: 150,122 shares; 2025Q4: 177,228 shares; 2026Q1: 30,881 shares 30,881 $1.55M 0.06% -146,347 Timeline CGIE 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: 33,513 shares; 2026Q1: 45,378 shares 45,378 $1.53M 0.06% +11,865 Timeline JMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,736 shares; 2026Q1: 33,903 shares 33,903 $1.53M 0.06% +1,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,136 shares; 2026Q1: 65,967 shares 65,967 $1.51M 0.06% -3,169 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,117 shares; 2026Q1: 13,046 shares 13,046 $1.5M 0.06% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,347 shares; 2026Q1: 13,869 shares 13,869 $1.49M 0.06% +1,522 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 2 shares 2 $1.44M 0.06% -6 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: 7,382 shares; 2024Q4: 7,825 shares; 2025Q1: 8,298 shares; 2025Q2: 8,602 shares; 2025Q3: 8,430 shares; 2025Q4: 12,146 shares; 2026Q1: 2,525 shares 2,525 $1.42M 0.06% -9,621 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: 89,786 shares; 2024Q4: 73,255 shares; 2025Q1: 71,043 shares; 2025Q2: 71,684 shares; 2025Q3: 70,805 shares; 2025Q4: 96,864 shares; 2026Q1: 21,060 shares 21,060 $1.39M 0.06% -75,804 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: 48,848 shares; 2024Q4: 48,315 shares; 2025Q1: 41,076 shares; 2025Q2: 43,749 shares; 2025Q3: 41,702 shares; 2025Q4: 65,173 shares; 2026Q1: 23,627 shares 23,627 $1.39M 0.06% -41,546 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,988 shares; 2026Q1: 10,884 shares 10,884 $1.36M 0.06% -104 Timeline BKGI 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: not reported; 2025Q4: 23,234 shares; 2026Q1: 30,233 shares 30,233 $1.35M 0.06% +6,999 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,011 shares; 2026Q1: 17,448 shares 17,448 $1.35M 0.06% -563 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,602 shares; 2026Q1: 54,621 shares 54,621 $1.33M 0.06% +4,019 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,690 shares; 2026Q1: 26,575 shares 26,575 $1.33M 0.06% -5,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,053 shares; 2026Q1: 36,992 shares 36,992 $1.32M 0.06% -50,061 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,090 shares; 2026Q1: 9,484 shares 9,484 $1.31M 0.05% +394 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: 7,960 shares; 2024Q4: 8,019 shares; 2025Q1: 8,281 shares; 2025Q2: 8,420 shares; 2025Q3: 8,676 shares; 2025Q4: 11,919 shares; 2026Q1: 3,013 shares 3,013 $1.31M 0.05% -8,906 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: 53,297 shares; 2024Q4: 49,565 shares; 2025Q1: 47,917 shares; 2025Q2: 44,047 shares; 2025Q3: 43,947 shares; 2025Q4: 49,491 shares; 2026Q1: 8,415 shares 8,415 $1.31M 0.05% -41,076 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,550 shares; 2026Q1: 13,442 shares 13,442 $1.3M 0.05% -108 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 117,347 shares; 2026Q1: 125,194 shares 125,194 $1.3M 0.05% +7,847 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: 6,017 shares; 2024Q4: 6,258 shares; 2025Q1: 6,820 shares; 2025Q2: 7,754 shares; 2025Q3: 7,890 shares; 2025Q4: 12,028 shares; 2026Q1: 3,744 shares 3,744 $1.29M 0.05% -8,284 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: 19,142 shares; 2024Q4: 20,944 shares; 2025Q1: 21,483 shares; 2025Q2: 21,997 shares; 2025Q3: 22,114 shares; 2025Q4: 28,262 shares; 2026Q1: 6,019 shares 6,019 $1.29M 0.05% -22,243 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,877 shares; 2026Q1: 13,896 shares 13,896 $1.28M 0.05% +1,019 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: 19,650 shares; 2024Q4: 18,962 shares; 2025Q1: 19,067 shares; 2025Q2: 19,530 shares; 2025Q3: 20,534 shares; 2025Q4: 32,072 shares; 2026Q1: 8,960 shares 8,960 $1.25M 0.05% -23,112 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,520 shares; 2024Q4: 37,140 shares; 2025Q1: 32,593 shares; 2025Q2: 50,102 shares; 2025Q3: 33,432 shares; 2025Q4: 52,327 shares; 2026Q1: 17,419 shares 17,419 $1.24M 0.05% -34,908 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,839 shares; 2026Q1: 16,462 shares 16,462 $1.24M 0.05% +1,623 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: not reported; 2025Q1: 44,261 shares; 2025Q2: 62,461 shares; 2025Q3: 72,151 shares; 2025Q4: 158,998 shares; 2026Q1: 70,017 shares 70,017 $1.23M 0.05% -88,981 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,699 shares; 2026Q1: 2,655 shares 2,655 $1.23M 0.05% -44 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,475 shares; 2026Q1: 14,848 shares 14,848 $1.23M 0.05% -627 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 19,130 shares; 2026Q1: 41,740 shares 41,740 $1.23M 0.05% +22,610 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,183 shares; 2024Q4: 26,228 shares; 2025Q1: 26,343 shares; 2025Q2: 25,910 shares; 2025Q3: 27,968 shares; 2025Q4: 42,065 shares; 2026Q1: 10,507 shares 10,507 $1.22M 0.05% -31,558 Timeline VOOV 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: 5,563 shares; 2026Q1: 5,948 shares 5,948 $1.21M 0.05% +385 Timeline SOXQ 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: 22,783 shares; 2026Q1: 20,218 shares 20,218 $1.21M 0.05% -2,565 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: 2,892 shares; 2024Q4: 4,511 shares; 2025Q1: 4,411 shares; 2025Q2: 4,408 shares; 2025Q3: 4,640 shares; 2025Q4: 4,228 shares; 2026Q1: 910 shares 910 $1.2M 0.05% -3,318 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: 20,636 shares; 2024Q4: 20,935 shares; 2025Q1: 21,156 shares; 2025Q2: 21,275 shares; 2025Q3: 22,044 shares; 2025Q4: 30,376 shares; 2026Q1: 9,135 shares 9,135 $1.2M 0.05% -21,241 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,406 shares; 2024Q4: 28,568 shares; 2025Q1: 22,098 shares; 2025Q2: 21,919 shares; 2025Q3: 22,977 shares; 2025Q4: 26,907 shares; 2026Q1: 4,746 shares 4,746 $1.19M 0.05% -22,161 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,886 shares; 2024Q4: 19,872 shares; 2025Q1: 19,854 shares; 2025Q2: 25,741 shares; 2025Q3: 25,849 shares; 2025Q4: 31,696 shares; 2026Q1: 6,186 shares 6,186 $1.19M 0.05% -25,510 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,486 shares; 2026Q1: 15,525 shares 15,525 $1.18M 0.05% -18,961 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,415 shares; 2024Q4: 15,205 shares; 2025Q1: 14,835 shares; 2025Q2: 14,888 shares; 2025Q3: 16,618 shares; 2025Q4: 24,759 shares; 2026Q1: 6,219 shares 6,219 $1.18M 0.05% -18,540 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,294 shares 33,294 $1.17M 0.05% new Timeline FXO 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: 20,708 shares; 2026Q1: 20,848 shares 20,848 $1.17M 0.05% +140 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,859 shares; 2026Q1: 12,572 shares 12,572 $1.17M 0.05% +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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,435 shares; 2026Q1: 13,400 shares 13,400 $1.16M 0.05% +3,965 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,433 shares; 2024Q4: 53,191 shares; 2025Q1: 53,037 shares; 2025Q2: 51,795 shares; 2025Q3: 51,744 shares; 2025Q4: 61,879 shares; 2026Q1: 39,216 shares 39,216 $1.16M 0.05% -22,663 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: 20,660 shares; 2024Q4: 19,330 shares; 2025Q1: 18,944 shares; 2025Q2: 18,169 shares; 2025Q3: 18,649 shares; 2025Q4: 23,813 shares; 2026Q1: 4,773 shares 4,773 $1.16M 0.05% -19,040 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,449 shares; 2026Q1: 16,559 shares 16,559 $1.15M 0.05% +1,110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,984 shares; 2026Q1: 12,143 shares 12,143 $1.15M 0.05% +159 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,404 shares 15,404 $1.15M 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,833 shares; 2024Q4: 99,071 shares; 2025Q1: 73,768 shares; 2025Q2: 71,968 shares; 2025Q3: 79,344 shares; 2025Q4: 116,669 shares; 2026Q1: 23,919 shares 23,919 $1.12M 0.05% -92,750 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,298 shares; 2026Q1: 25,045 shares 25,045 $1.12M 0.05% +2,747 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: 2,070 shares; 2024Q4: 2,232 shares; 2025Q1: 2,437 shares; 2025Q2: 2,542 shares; 2025Q3: 2,600 shares; 2025Q4: 3,741 shares; 2026Q1: 1,157 shares 1,157 $1.11M 0.05% -2,584 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 30,817 shares; 2025Q3: 32,602 shares; 2025Q4: 63,145 shares; 2026Q1: 26,994 shares 26,994 $1.1M 0.05% -36,151 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 5,722 shares; 2025Q1: 5,817 shares; 2025Q2: 5,677 shares; 2025Q3: 5,748 shares; 2025Q4: 6,703 shares; 2026Q1: 1,226 shares 1,226 $1.1M 0.05% -5,477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,768 shares; 2026Q1: 9,748 shares 9,748 $1.09M 0.05% -20 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,009 shares; 2026Q1: 36,032 shares 36,032 $1.08M 0.05% +4,023 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 9,096 shares; 2025Q1: 11,178 shares; 2025Q2: 11,403 shares; 2025Q3: 10,864 shares; 2025Q4: 14,039 shares; 2026Q1: 3,021 shares 3,021 $1.08M 0.05% -11,018 Timeline UTWO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,958 shares; 2026Q1: 22,358 shares 22,358 $1.08M 0.05% +8,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,771 shares; 2026Q1: 9,691 shares 9,691 $1.06M 0.04% -80 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: 25,881 shares; 2024Q4: 26,567 shares; 2025Q1: 25,852 shares; 2025Q2: 25,443 shares; 2025Q3: 22,925 shares; 2025Q4: 33,857 shares; 2026Q1: 8,808 shares 8,808 $1.04M 0.04% -25,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,160 shares; 2026Q1: 4,844 shares 4,844 $1.03M 0.04% -316 Timeline ISPY 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: not reported; 2025Q3: not reported; 2025Q4: 25,450 shares; 2026Q1: 23,717 shares 23,717 $1.03M 0.04% -1,733 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,705 shares; 2026Q1: 12,664 shares 12,664 $1.01M 0.04% +8,959 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,122 shares; 2026Q1: 21,731 shares 21,731 $1M 0.04% +2,609 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: 48,150 shares; 2024Q4: 48,422 shares; 2025Q1: 41,068 shares; 2025Q2: 41,060 shares; 2025Q3: 38,732 shares; 2025Q4: 44,862 shares; 2026Q1: 6,075 shares 6,075 $1000K 0.04% -38,787 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,653 shares; 2026Q1: 35,783 shares 35,783 $996K 0.04% +6,130 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: 63,245 shares; 2024Q4: 66,777 shares; 2025Q1: 68,453 shares; 2025Q2: 69,924 shares; 2025Q3: 74,792 shares; 2025Q4: 106,086 shares; 2026Q1: 29,591 shares 29,591 $992K 0.04% -76,495 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,513 shares; 2026Q1: 18,513 shares 18,513 $982K 0.04% 0 Timeline FPX 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: 6,254 shares; 2026Q1: 6,129 shares 6,129 $973K 0.04% -125 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,346 shares; 2026Q1: 26,707 shares 26,707 $967K 0.04% +1,361 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: 8,150 shares; 2024Q4: 8,297 shares; 2025Q1: 7,790 shares; 2025Q2: 7,835 shares; 2025Q3: 7,863 shares; 2025Q4: 11,104 shares; 2026Q1: 3,365 shares 3,365 $966K 0.04% -7,739 Timeline IGE 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: 15,830 shares; 2026Q1: 15,210 shares 15,210 $957K 0.04% -620 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: 36,615 shares; 2024Q4: 34,391 shares; 2025Q1: 33,001 shares; 2025Q2: 32,564 shares; 2025Q3: 32,867 shares; 2025Q4: 46,080 shares; 2026Q1: 10,149 shares 10,149 $954K 0.04% -35,931 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,775 shares; 2026Q1: 24,070 shares 24,070 $949K 0.04% +295 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,236 shares 11,236 $949K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,629 shares; 2025Q1: not reported; 2025Q2: 7,075 shares; 2025Q3: 7,420 shares; 2025Q4: 33,696 shares; 2026Q1: 3,498 shares 3,498 $946K 0.04% -30,198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,866 shares; 2026Q1: 42,324 shares 42,324 $946K 0.04% +18,458 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: 8,151 shares; 2024Q4: 8,846 shares; 2025Q1: 8,060 shares; 2025Q2: 8,104 shares; 2025Q3: 7,736 shares; 2025Q4: 14,631 shares; 2026Q1: 5,718 shares 5,718 $938K 0.04% -8,913 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,610 shares; 2026Q1: 24,778 shares 24,778 $938K 0.04% -1,832 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,808 shares 33,808 $918K 0.04% new 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: 827 shares; 2024Q4: 1,180 shares; 2025Q1: 1,976 shares; 2025Q2: 2,111 shares; 2025Q3: 2,092 shares; 2025Q4: 3,322 shares; 2026Q1: 1,234 shares 1,234 $899K 0.04% -2,088 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,062 shares; 2026Q1: 4,181 shares 4,181 $899K 0.04% +119 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 29,065 shares; 2026Q1: 30,457 shares 30,457 $898K 0.04% +1,392 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,050 shares; 2026Q1: 40,045 shares 40,045 $897K 0.04% -5 Timeline KNG 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: 17,484 shares; 2026Q1: 18,277 shares 18,277 $890K 0.04% +793 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,848 shares; 2026Q1: 17,443 shares 17,443 $886K 0.04% -2,405 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,565 shares; 2026Q1: 4,830 shares 4,830 $876K 0.04% +265 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: 12,611 shares; 2024Q4: 12,290 shares; 2025Q1: 11,597 shares; 2025Q2: 11,859 shares; 2025Q3: 11,931 shares; 2025Q4: 14,293 shares; 2026Q1: 2,486 shares 2,486 $875K 0.04% -11,807 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: 16,320 shares; 2026Q1: 17,160 shares 17,160 $872K 0.04% +840 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,722 shares; 2026Q1: 15,878 shares 15,878 $870K 0.04% +1,156 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 14,617 shares; 2025Q1: 17,799 shares; 2025Q2: 18,258 shares; 2025Q3: 17,429 shares; 2025Q4: 23,586 shares; 2026Q1: 3,319 shares 3,319 $864K 0.04% -20,267 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,437 shares; 2025Q1: 9,602 shares; 2025Q2: 9,434 shares; 2025Q3: 9,692 shares; 2025Q4: 18,464 shares; 2026Q1: 8,216 shares 8,216 $864K 0.04% -10,248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,018 shares; 2026Q1: 7,564 shares 7,564 $856K 0.04% -1,454 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 9,545 shares 9,545 $853K 0.04% +1,045 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,658 shares; 2026Q1: 12,005 shares 12,005 $850K 0.04% +347 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: 40,727 shares; 2024Q4: 40,330 shares; 2025Q1: 45,378 shares; 2025Q2: 45,534 shares; 2025Q3: 48,711 shares; 2025Q4: 59,026 shares; 2026Q1: 9,422 shares 9,422 $844K 0.04% -49,604 Timeline XMMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 5,790 shares 5,790 $840K 0.04% +546 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,678 shares; 2026Q1: 18,421 shares 18,421 $839K 0.04% +743 Timeline EWI 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: 14,445 shares; 2026Q1: 15,690 shares 15,690 $838K 0.04% +1,245 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 19,252 shares; 2025Q1: 21,617 shares; 2025Q2: 47,536 shares; 2025Q3: 47,673 shares; 2025Q4: 65,170 shares; 2026Q1: 17,912 shares 17,912 $831K 0.03% -47,258 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: 13,183 shares; 2024Q4: 13,283 shares; 2025Q1: 13,155 shares; 2025Q2: 13,931 shares; 2025Q3: 14,340 shares; 2025Q4: 16,278 shares; 2026Q1: 2,422 shares 2,422 $828K 0.03% -13,856 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 108 shares; 2025Q1: 113 shares; 2025Q2: 115 shares; 2025Q3: 123 shares; 2025Q4: 259 shares; 2026Q1: 125 shares 125 $824K 0.03% -134 Timeline PKW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,061 shares; 2026Q1: 6,236 shares 6,236 $818K 0.03% +175 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,166 shares; 2026Q1: 40,101 shares 40,101 $816K 0.03% -1,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,014 shares; 2026Q1: 3,856 shares 3,856 $814K 0.03% -158 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,657 shares; 2026Q1: 20,070 shares 20,070 $814K 0.03% +413 Timeline MPLX MPLX LP More: the full row for MPLX 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: not reported; 2025Q3: not reported; 2025Q4: 16,823 shares; 2026Q1: 14,230 shares 14,230 $812K 0.03% -2,593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,641 shares; 2026Q1: 12,663 shares 12,663 $794K 0.03% +1,022 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,226 shares; 2026Q1: 8,957 shares 8,957 $793K 0.03% -269 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,956 shares; 2026Q1: 23,257 shares 23,257 $785K 0.03% +4,301 Timeline PWB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,149 shares; 2026Q1: 6,146 shares 6,146 $774K 0.03% -3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,944 shares; 2026Q1: 20,091 shares 20,091 $772K 0.03% +3,147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,172 shares; 2026Q1: 7,654 shares 7,654 $765K 0.03% +482 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 8,000 shares; 2025Q1: 7,964 shares; 2025Q2: 8,112 shares; 2025Q3: 8,296 shares; 2025Q4: 13,820 shares; 2026Q1: 6,031 shares 6,031 $763K 0.03% -7,789 Timeline SOXX 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: 2,275 shares; 2026Q1: 2,291 shares 2,291 $753K 0.03% +16 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: 7,929 shares; 2026Q1: 7,856 shares 7,856 $740K 0.03% -73 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,661 shares; 2026Q1: 38,342 shares 38,342 $740K 0.03% -30,319 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,897 shares; 2025Q1: 3,923 shares; 2025Q2: 3,940 shares; 2025Q3: 3,999 shares; 2025Q4: 5,616 shares; 2026Q1: 1,735 shares 1,735 $737K 0.03% -3,881 Timeline VNLA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,900 shares; 2026Q1: 15,078 shares 15,078 $737K 0.03% +178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,156 shares; 2026Q1: 9,864 shares 9,864 $726K 0.03% +708 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,939 shares; 2026Q1: 13,823 shares 13,823 $726K 0.03% -116 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: 28,709 shares; 2024Q4: 32,425 shares; 2025Q1: 29,652 shares; 2025Q2: 28,854 shares; 2025Q3: 28,712 shares; 2025Q4: 32,477 shares; 2026Q1: 5,417 shares 5,417 $715K 0.03% -27,060 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,214 shares; 2026Q1: 3,259 shares 3,259 $713K 0.03% +45 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,449 shares; 2026Q1: 28,434 shares 28,434 $708K 0.03% +4,985 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,393 shares; 2026Q1: 6,414 shares 6,414 $708K 0.03% +1,021 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: 19,655 shares; 2024Q4: 20,194 shares; 2025Q1: 19,970 shares; 2025Q2: 20,338 shares; 2025Q3: 21,703 shares; 2025Q4: 28,038 shares; 2026Q1: 5,195 shares 5,195 $706K 0.03% -22,843 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: 73,103 shares; 2024Q4: 68,770 shares; 2025Q1: 65,649 shares; 2025Q2: 65,613 shares; 2025Q3: 42,300 shares; 2025Q4: 58,568 shares; 2026Q1: 17,190 shares 17,190 $706K 0.03% -41,378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,895 shares; 2026Q1: 12,683 shares 12,683 $704K 0.03% +1,788 Timeline IYY 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: 4,361 shares; 2026Q1: 4,430 shares 4,430 $702K 0.03% +69 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,248 shares; 2026Q1: 17,426 shares 17,426 $699K 0.03% -2,822 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,210 shares; 2026Q1: 22,012 shares 22,012 $695K 0.03% +9,802 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,527 shares; 2024Q4: 17,740 shares; 2025Q1: 15,676 shares; 2025Q2: 15,728 shares; 2025Q3: 16,423 shares; 2025Q4: 22,402 shares; 2026Q1: 6,789 shares 6,789 $693K 0.03% -15,613 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: 66,396 shares; 2024Q4: 62,245 shares; 2025Q1: 57,439 shares; 2025Q2: 58,841 shares; 2025Q3: 59,272 shares; 2025Q4: 63,239 shares; 2026Q1: 7,432 shares 7,432 $690K 0.03% -55,807 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: 56,767 shares; 2024Q4: 60,927 shares; 2025Q1: 58,166 shares; 2025Q2: 53,474 shares; 2025Q3: 50,874 shares; 2025Q4: 64,057 shares; 2026Q1: 11,379 shares 11,379 $690K 0.03% -52,678 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,649 shares; 2026Q1: 11,175 shares 11,175 $689K 0.03% -474 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: 10,530 shares; 2026Q1: 20,632 shares 20,632 $683K 0.03% +10,102 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,251 shares; 2024Q4: 21,409 shares; 2025Q1: 21,088 shares; 2025Q2: 20,462 shares; 2025Q3: 20,788 shares; 2025Q4: 28,049 shares; 2026Q1: 7,512 shares 7,512 $679K 0.03% -20,537 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,960 shares; 2026Q1: 9,591 shares 9,591 $672K 0.03% -369 Timeline ISCV 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: 10,404 shares; 2026Q1: 9,631 shares 9,631 $669K 0.03% -773 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 17,870 shares; 2026Q1: 18,445 shares 18,445 $667K 0.03% +575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,307 shares; 2026Q1: 3,570 shares 3,570 $658K 0.03% +263 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: 32,114 shares; 2024Q4: 33,437 shares; 2025Q1: 33,001 shares; 2025Q2: 32,735 shares; 2025Q3: 32,814 shares; 2025Q4: 35,734 shares; 2026Q1: 3,154 shares 3,154 $654K 0.03% -32,580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,792 shares 10,792 $652K 0.03% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,798 shares; 2026Q1: 14,316 shares 14,316 $652K 0.03% +3,518 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 18,492 shares; 2025Q1: 20,990 shares; 2025Q2: 18,794 shares; 2025Q3: 21,479 shares; 2025Q4: 32,103 shares; 2026Q1: 12,647 shares 12,647 $650K 0.03% -19,456 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: 1,666 shares; 2026Q1: 1,593 shares 1,593 $649K 0.03% -73 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,637 shares; 2026Q1: 11,642 shares 11,642 $639K 0.03% +5 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,019 shares; 2025Q1: 3,016 shares; 2025Q2: 2,936 shares; 2025Q3: 5,202 shares; 2025Q4: 7,199 shares; 2026Q1: 2,098 shares 2,098 $638K 0.03% -5,101 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: 17,175 shares; 2024Q4: 16,322 shares; 2025Q1: 18,567 shares; 2025Q2: 19,723 shares; 2025Q3: 19,431 shares; 2025Q4: 24,000 shares; 2026Q1: 11,976 shares 11,976 $633K 0.03% -12,024 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,516 shares; 2026Q1: 6,538 shares 6,538 $625K 0.03% +22 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: 24,899 shares; 2024Q4: 26,278 shares; 2025Q1: 27,238 shares; 2025Q2: 28,186 shares; 2025Q3: 27,834 shares; 2025Q4: 32,575 shares; 2026Q1: 4,774 shares 4,774 $625K 0.03% -27,801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,360 shares; 2026Q1: 5,886 shares 5,886 $625K 0.03% -474 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,596 shares; 2026Q1: 8,452 shares 8,452 $617K 0.03% -144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,831 shares; 2026Q1: 21,121 shares 21,121 $615K 0.03% +290 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,995 shares; 2024Q4: 12,223 shares; 2025Q1: 9,476 shares; 2025Q2: 11,904 shares; 2025Q3: 12,372 shares; 2025Q4: 13,699 shares; 2026Q1: 3,093 shares 3,093 $612K 0.03% -10,606 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: 8,818 shares; 2024Q4: 8,817 shares; 2025Q1: 8,857 shares; 2025Q2: 8,679 shares; 2025Q3: 8,726 shares; 2025Q4: 10,918 shares; 2026Q1: 1,875 shares 1,875 $611K 0.03% -9,043 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: 8,640 shares; 2024Q4: 9,366 shares; 2025Q1: 9,866 shares; 2025Q2: 9,380 shares; 2025Q3: 8,854 shares; 2025Q4: 12,220 shares; 2026Q1: 3,080 shares 3,080 $611K 0.03% -9,140 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,087 shares; 2024Q4: 17,571 shares; 2025Q1: 17,528 shares; 2025Q2: 16,656 shares; 2025Q3: 19,190 shares; 2025Q4: 26,180 shares; 2026Q1: 5,413 shares 5,413 $608K 0.03% -20,767 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: 14,584 shares; 2024Q4: 18,735 shares; 2025Q1: 18,944 shares; 2025Q2: 15,742 shares; 2025Q3: 15,368 shares; 2025Q4: 19,521 shares; 2026Q1: 4,636 shares 4,636 $607K 0.03% -14,885 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,999 shares; 2026Q1: 12,180 shares 12,180 $607K 0.03% -819 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: 3,755 shares; 2025Q1: 4,000 shares; 2025Q2: 4,149 shares; 2025Q3: 4,222 shares; 2025Q4: 5,246 shares; 2026Q1: 1,125 shares 1,125 $605K 0.03% -4,121 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,343 shares; 2025Q1: 5,185 shares; 2025Q2: 5,377 shares; 2025Q3: 5,453 shares; 2025Q4: 8,662 shares; 2026Q1: 3,339 shares 3,339 $602K 0.03% -5,323 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: 28,260 shares; 2024Q4: 28,554 shares; 2025Q1: 30,061 shares; 2025Q2: 31,181 shares; 2025Q3: 31,289 shares; 2025Q4: 34,022 shares; 2026Q1: 3,090 shares 3,090 $600K 0.03% -30,932 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,209 shares; 2025Q1: 2,196 shares; 2025Q2: 2,215 shares; 2025Q3: 2,220 shares; 2025Q4: 4,070 shares; 2026Q1: 1,960 shares 1,960 $596K 0.02% -2,110 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: 2,093 shares; 2024Q4: 1,797 shares; 2025Q1: 1,624 shares; 2025Q2: 1,581 shares; 2025Q3: 1,359 shares; 2025Q4: 2,454 shares; 2026Q1: 768 shares 768 $594K 0.02% -1,686 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: 16,433 shares; 2024Q4: 17,520 shares; 2025Q1: 20,715 shares; 2025Q2: 21,487 shares; 2025Q3: 22,724 shares; 2025Q4: 29,428 shares; 2026Q1: 4,691 shares 4,691 $593K 0.02% -24,737 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,339 shares; 2026Q1: 10,211 shares 10,211 $593K 0.02% -128 Timeline JUST 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,387 shares; 2026Q1: 6,387 shares 6,387 $591K 0.02% 0 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 25,982 shares 25,982 $587K 0.02% new 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: 24,039 shares; 2024Q4: 25,451 shares; 2025Q1: 26,424 shares; 2025Q2: 26,388 shares; 2025Q3: 27,348 shares; 2025Q4: 31,622 shares; 2026Q1: 3,629 shares 3,629 $580K 0.02% -27,993 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: 84,810 shares; 2024Q4: 80,612 shares; 2025Q1: 80,216 shares; 2025Q2: 80,527 shares; 2025Q3: 82,665 shares; 2025Q4: 94,855 shares; 2026Q1: 11,647 shares 11,647 $571K 0.02% -83,208 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares; 2026Q1: 2,965 shares 2,965 $562K 0.02% +41 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,606 shares; 2026Q1: 4,173 shares 4,173 $556K 0.02% +567 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,985 shares; 2025Q1: 5,051 shares; 2025Q2: 4,491 shares; 2025Q3: 4,400 shares; 2025Q4: 10,198 shares; 2026Q1: 3,665 shares 3,665 $554K 0.02% -6,533 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,249 shares; 2026Q1: 7,794 shares 7,794 $553K 0.02% -455 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,234 shares; 2024Q4: 31,508 shares; 2025Q1: 32,541 shares; 2025Q2: 31,803 shares; 2025Q3: 32,139 shares; 2025Q4: 39,491 shares; 2026Q1: 7,571 shares 7,571 $551K 0.02% -31,920 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 10,027 shares; 2026Q1: 12,538 shares 12,538 $549K 0.02% +2,511 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,468 shares; 2025Q1: 1,733 shares; 2025Q2: 1,903 shares; 2025Q3: 1,779 shares; 2025Q4: 2,727 shares; 2026Q1: 747 shares 747 $543K 0.02% -1,980 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: 62,250 shares; 2024Q4: 54,213 shares; 2025Q1: 58,862 shares; 2025Q2: 53,685 shares; 2025Q3: 54,223 shares; 2025Q4: 77,456 shares; 2026Q1: 12,288 shares 12,288 $542K 0.02% -65,168 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 5,478 shares; 2026Q1: 4,571 shares 4,571 $535K 0.02% -907 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,302 shares; 2026Q1: 2,431 shares 2,431 $528K 0.02% +129 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,240 shares; 2026Q1: 26,811 shares 26,811 $526K 0.02% -429 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,698 shares; 2026Q1: 6,069 shares 6,069 $526K 0.02% +371 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 3,588 shares; 2025Q1: 3,485 shares; 2025Q2: 12,950 shares; 2025Q3: 13,726 shares; 2025Q4: 18,510 shares; 2026Q1: 7,838 shares 7,838 $526K 0.02% -10,672 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,706 shares; 2025Q1: 4,391 shares; 2025Q2: 4,290 shares; 2025Q3: 4,215 shares; 2025Q4: 5,618 shares; 2026Q1: 1,616 shares 1,616 $522K 0.02% -4,002 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,332 shares; 2024Q4: 27,960 shares; 2025Q1: 26,969 shares; 2025Q2: 26,181 shares; 2025Q3: 37,179 shares; 2025Q4: 64,463 shares; 2026Q1: 24,602 shares 24,602 $520K 0.02% -39,861 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 5,052 shares; 2025Q1: 5,168 shares; 2025Q2: 5,389 shares; 2025Q3: 4,596 shares; 2025Q4: 5,914 shares; 2026Q1: 1,219 shares 1,219 $519K 0.02% -4,695 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,085 shares; 2025Q1: 11,398 shares; 2025Q2: 31,159 shares; 2025Q3: 39,043 shares; 2025Q4: 56,785 shares; 2026Q1: 14,720 shares 14,720 $517K 0.02% -42,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 3,117 shares 3,117 $516K 0.02% +100 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,735 shares; 2025Q1: 2,595 shares; 2025Q2: 2,241 shares; 2025Q3: 1,896 shares; 2025Q4: 3,444 shares; 2026Q1: 1,823 shares 1,823 $514K 0.02% -1,621 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 16,330 shares; 2025Q1: 16,363 shares; 2025Q2: 16,507 shares; 2025Q3: 15,768 shares; 2025Q4: 21,908 shares; 2026Q1: 6,021 shares 6,021 $513K 0.02% -15,887 Timeline OBIL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,297 shares; 2026Q1: 10,240 shares 10,240 $513K 0.02% -57 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: 7,933 shares; 2024Q4: 7,466 shares; 2025Q1: 7,535 shares; 2025Q2: 7,332 shares; 2025Q3: 6,881 shares; 2025Q4: 7,561 shares; 2026Q1: 843 shares 843 $510K 0.02% -6,718 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,017 shares; 2024Q4: 48,070 shares; 2025Q1: 44,740 shares; 2025Q2: 39,978 shares; 2025Q3: 45,188 shares; 2025Q4: 50,238 shares; 2026Q1: 7,482 shares 7,482 $508K 0.02% -42,756 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 16,922 shares; 2025Q1: 16,991 shares; 2025Q2: 16,487 shares; 2025Q3: 14,947 shares; 2025Q4: 17,265 shares; 2026Q1: 4,420 shares 4,420 $508K 0.02% -12,845 Timeline TDV 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: not reported; 2025Q3: not reported; 2025Q4: 7,603 shares; 2026Q1: 5,976 shares 5,976 $506K 0.02% -1,627 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,674 shares; 2026Q1: 15,827 shares 15,827 $505K 0.02% +1,153 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 15,665 shares 15,665 $505K 0.02% new 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: 25,001 shares; 2024Q4: 25,984 shares; 2025Q1: 26,719 shares; 2025Q2: 27,229 shares; 2025Q3: 30,486 shares; 2025Q4: 38,517 shares; 2026Q1: 5,748 shares 5,748 $498K 0.02% -32,769 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 6,946 shares 6,946 $497K 0.02% 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: 6,759 shares; 2026Q1: 7,391 shares 7,391 $495K 0.02% +632 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,822 shares; 2025Q1: 2,620 shares; 2025Q2: 3,336 shares; 2025Q3: 3,471 shares; 2025Q4: 4,910 shares; 2026Q1: 1,241 shares 1,241 $494K 0.02% -3,669 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: 3,789 shares; 2024Q4: 4,051 shares; 2025Q1: 3,928 shares; 2025Q2: 4,057 shares; 2025Q3: 3,939 shares; 2025Q4: 6,447 shares; 2026Q1: 2,475 shares 2,475 $490K 0.02% -3,972 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,099 shares; 2026Q1: 4,922 shares 4,922 $479K 0.02% -177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,606 shares; 2026Q1: 15,406 shares 15,406 $477K 0.02% -200 Timeline PDP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares; 2026Q1: 3,890 shares 3,890 $470K 0.02% -80 Timeline CGMS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares; 2026Q1: 17,180 shares 17,180 $468K 0.02% +9,800 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: 6,263 shares; 2024Q4: 5,872 shares; 2025Q1: 5,787 shares; 2025Q2: 5,878 shares; 2025Q3: 6,045 shares; 2025Q4: 7,398 shares; 2026Q1: 1,358 shares 1,358 $466K 0.02% -6,040 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: 18,746 shares; 2024Q4: 20,429 shares; 2025Q1: 20,554 shares; 2025Q2: 50,948 shares; 2025Q3: 53,443 shares; 2025Q4: 32,235 shares; 2026Q1: 7,381 shares 7,381 $463K 0.02% -24,854 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: 14,558 shares; 2024Q4: 15,551 shares; 2025Q1: 14,666 shares; 2025Q2: 19,416 shares; 2025Q3: 13,233 shares; 2025Q4: 17,705 shares; 2026Q1: 3,757 shares 3,757 $455K 0.02% -13,948 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares; 2026Q1: 1,391 shares 1,391 $454K 0.02% +299 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: 23,088 shares; 2024Q4: 22,620 shares; 2025Q1: 21,384 shares; 2025Q2: 22,072 shares; 2025Q3: 23,466 shares; 2025Q4: 29,213 shares; 2026Q1: 3,983 shares 3,983 $452K 0.02% -25,230 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: 49,219 shares; 2024Q4: 48,195 shares; 2025Q1: 47,900 shares; 2025Q2: 47,746 shares; 2025Q3: 47,026 shares; 2025Q4: 45,492 shares; 2026Q1: 7,835 shares 7,835 $452K 0.02% -37,657 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 10,096 shares; 2025Q1: 10,222 shares; 2025Q2: 10,415 shares; 2025Q3: 10,391 shares; 2025Q4: 18,673 shares; 2026Q1: 6,274 shares 6,274 $448K 0.02% -12,399 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 356 shares; 2025Q1: 357 shares; 2025Q2: 306 shares; 2025Q3: 271 shares; 2025Q4: 423 shares; 2026Q1: 132 shares 132 $446K 0.02% -291 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: 5,999 shares; 2024Q4: 5,874 shares; 2025Q1: 5,648 shares; 2025Q2: 5,936 shares; 2025Q3: 6,135 shares; 2025Q4: 7,503 shares; 2026Q1: 894 shares 894 $443K 0.02% -6,609 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: 37,877 shares; 2024Q4: 37,338 shares; 2025Q1: 37,279 shares; 2025Q2: 37,102 shares; 2025Q3: 38,086 shares; 2025Q4: 41,863 shares; 2026Q1: 4,567 shares 4,567 $441K 0.02% -37,296 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 31,202 shares; 2025Q1: 31,820 shares; 2025Q2: 32,366 shares; 2025Q3: 31,343 shares; 2025Q4: 42,067 shares; 2026Q1: 13,611 shares 13,611 $436K 0.02% -28,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,894 shares; 2026Q1: 8,779 shares 8,779 $436K 0.02% -115 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 1,747 shares 1,747 $435K 0.02% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,066 shares; 2026Q1: 5,115 shares 5,115 $434K 0.02% +49 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: 1,923 shares; 2025Q1: 3,198 shares; 2025Q2: 3,822 shares; 2025Q3: 4,016 shares; 2025Q4: 6,220 shares; 2026Q1: 2,336 shares 2,336 $432K 0.02% -3,884 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: 9,314 shares; 2024Q4: 9,496 shares; 2025Q1: 8,753 shares; 2025Q2: 9,229 shares; 2025Q3: 9,680 shares; 2025Q4: 10,828 shares; 2026Q1: 2,049 shares 2,049 $430K 0.02% -8,779 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 9,149 shares 9,149 $430K 0.02% 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: 3,485 shares; 2024Q4: 3,605 shares; 2025Q1: 4,011 shares; 2025Q2: 4,037 shares; 2025Q3: 4,504 shares; 2025Q4: 6,089 shares; 2026Q1: 955 shares 955 $426K 0.02% -5,134 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,698 shares; 2024Q4: 8,852 shares; 2025Q1: 8,976 shares; 2025Q2: 8,459 shares; 2025Q3: 10,675 shares; 2025Q4: 14,503 shares; 2026Q1: 3,255 shares 3,255 $426K 0.02% -11,248 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,440 shares; 2026Q1: 14,132 shares 14,132 $426K 0.02% -16,308 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: 2,467 shares; 2024Q4: 3,637 shares; 2025Q1: 4,462 shares; 2025Q2: 5,040 shares; 2025Q3: 5,181 shares; 2025Q4: 8,038 shares; 2026Q1: 3,409 shares 3,409 $425K 0.02% -4,629 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,965 shares; 2026Q1: 24,414 shares 24,414 $423K 0.02% +2,449 Timeline PSCU 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: 7,336 shares; 2026Q1: 7,011 shares 7,011 $422K 0.02% -325 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,285 shares; 2026Q1: 6,981 shares 6,981 $416K 0.02% -1,304 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,107 shares; 2024Q4: 36,238 shares; 2025Q1: 36,510 shares; 2025Q2: 37,689 shares; 2025Q3: 39,017 shares; 2025Q4: 48,814 shares; 2026Q1: 5,987 shares 5,987 $415K 0.02% -42,827 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 4,292 shares 4,292 $415K 0.02% +240 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 14,547 shares; 2025Q1: 14,728 shares; 2025Q2: 15,095 shares; 2025Q3: 15,197 shares; 2025Q4: 18,215 shares; 2026Q1: 2,815 shares 2,815 $412K 0.02% -15,400 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,367 shares; 2026Q1: 1,366 shares 1,366 $408K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $408K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,952 shares; 2026Q1: 3,711 shares 3,711 $407K 0.02% +759 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: 14,705 shares; 2024Q4: 14,308 shares; 2025Q1: 14,615 shares; 2025Q2: 14,588 shares; 2025Q3: 13,650 shares; 2025Q4: 14,882 shares; 2026Q1: 1,273 shares 1,273 $405K 0.02% -13,609 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: 3,845 shares; 2024Q4: 3,882 shares; 2025Q1: 4,001 shares; 2025Q2: 3,942 shares; 2025Q3: 4,214 shares; 2025Q4: 5,084 shares; 2026Q1: 926 shares 926 $404K 0.02% -4,158 Timeline PWV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,773 shares; 2026Q1: 5,790 shares 5,790 $404K 0.02% +17 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 4,356 shares; 2025Q1: 4,638 shares; 2025Q2: 5,353 shares; 2025Q3: 5,408 shares; 2025Q4: 6,908 shares; 2026Q1: 1,224 shares 1,224 $402K 0.02% -5,684 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 5,853 shares; 2026Q1: 5,878 shares 5,878 $402K 0.02% +25 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: 6,190 shares; 2024Q4: 5,636 shares; 2025Q1: 5,720 shares; 2025Q2: 5,743 shares; 2025Q3: 6,158 shares; 2025Q4: 6,575 shares; 2026Q1: 730 shares 730 $401K 0.02% -5,845 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,785 shares; 2025Q1: 1,880 shares; 2025Q2: 2,192 shares; 2025Q3: 2,229 shares; 2025Q4: 4,031 shares; 2026Q1: 2,657 shares 2,657 $401K 0.02% -1,374 Timeline FDD 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: 22,444 shares 22,444 $400K 0.02% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,512 shares 4,512 $397K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares 1,265 $397K 0.02% 0 Timeline RFG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,208 shares; 2026Q1: 7,230 shares 7,230 $396K 0.02% -978 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM 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: 50,263 shares 50,263 $392K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares; 2026Q1: 4,980 shares 4,980 $390K 0.02% -146 Timeline QVMT 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: 7,508 shares; 2026Q1: 6,565 shares 6,565 $390K 0.02% -943 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,683 shares; 2026Q1: 7,747 shares 7,747 $390K 0.02% +64 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 29,373 shares; 2025Q1: 28,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,012 shares; 2026Q1: 27,202 shares 27,202 $388K 0.02% -27,810 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,688 shares 15,688 $388K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,843 shares; 2026Q1: 3,845 shares 3,845 $387K 0.02% +2 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS 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: 13,068 shares; 2026Q1: 13,117 shares 13,117 $386K 0.02% +49 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,703 shares; 2025Q3: 3,446 shares; 2025Q4: 10,180 shares; 2026Q1: 4,936 shares 4,936 $382K 0.02% -5,244 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,712 shares; 2026Q1: 5,712 shares 5,712 $381K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,116 shares 2,116 $377K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares 1,235 $373K 0.02% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,272 shares; 2026Q1: 11,993 shares 11,993 $369K 0.02% +2,721 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,999 shares; 2024Q4: 15,057 shares; 2025Q1: 16,277 shares; 2025Q2: 17,790 shares; 2025Q3: 17,994 shares; 2025Q4: 22,695 shares; 2026Q1: 4,358 shares 4,358 $365K 0.02% -18,337 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,472 shares; 2026Q1: 41,372 shares 41,372 $363K 0.02% -100 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,793 shares; 2026Q1: 7,838 shares 7,838 $363K 0.02% -1,955 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,792 shares; 2025Q3: 2,867 shares; 2025Q4: 5,738 shares; 2026Q1: 3,646 shares 3,646 $362K 0.02% -2,092 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,413 shares; 2026Q1: 5,377 shares 5,377 $361K 0.02% -36 Timeline SMDV 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: not reported; 2025Q3: not reported; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $361K 0.02% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,799 shares; 2026Q1: 9,785 shares 9,785 $360K 0.02% +1,986 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: 137,254 shares; 2024Q4: 128,424 shares; 2025Q1: 127,922 shares; 2025Q2: 127,762 shares; 2025Q3: 114,308 shares; 2025Q4: 115,195 shares; 2026Q1: 12,555 shares 12,555 $360K 0.02% -102,640 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,715 shares; 2026Q1: 3,730 shares 3,730 $356K 0.01% +15 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,813 shares; 2026Q1: 7,803 shares 7,803 $354K 0.01% -10 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,496 shares; 2026Q1: 3,418 shares 3,418 $354K 0.01% -78 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 8,092 shares; 2025Q1: 7,872 shares; 2025Q2: 7,689 shares; 2025Q3: 6,754 shares; 2025Q4: 12,011 shares; 2026Q1: 5,419 shares 5,419 $348K 0.01% -6,592 Timeline