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: 140,658 shares; 2024Q4: 145,318 shares; 2025Q1: 161,365 shares; 2025Q2: 188,957 shares; 2025Q3: 180,934 shares; 2025Q4: 185,785 shares; 2026Q1: 192,890 shares 192,890 $61.9M 4.04% +7,105 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: 202,861 shares; 2024Q4: 200,107 shares; 2025Q1: 184,162 shares; 2025Q2: 183,468 shares; 2025Q3: 182,987 shares; 2025Q4: 186,831 shares; 2026Q1: 186,300 shares 186,300 $54.8M 3.58% -531 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: 239,955 shares; 2024Q4: 251,869 shares; 2025Q1: 264,663 shares; 2025Q2: 319,095 shares; 2025Q3: 314,448 shares; 2025Q4: 322,597 shares; 2026Q1: 338,734 shares 338,734 $52.5M 3.43% +16,137 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: 58,706 shares; 2024Q4: 59,553 shares; 2025Q1: 64,026 shares; 2025Q2: 75,888 shares; 2025Q3: 78,455 shares; 2025Q4: 81,145 shares; 2026Q1: 80,058 shares 80,058 $52.3M 3.41% -1,087 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: 467,185 shares; 2024Q4: 488,083 shares; 2025Q1: 534,596 shares; 2025Q2: 451,523 shares; 2025Q3: 500,614 shares; 2025Q4: 532,586 shares; 2026Q1: 623,601 shares 623,601 $51.6M 3.37% +91,015 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: 206,239 shares; 2024Q4: 200,554 shares; 2025Q1: 178,490 shares; 2025Q2: 188,256 shares; 2025Q3: 181,306 shares; 2025Q4: 169,687 shares; 2026Q1: 161,641 shares 161,641 $50M 3.26% -8,046 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: 155,331 shares; 2024Q4: 156,142 shares; 2025Q1: 154,755 shares; 2025Q2: 154,887 shares; 2025Q3: 156,955 shares; 2025Q4: 167,506 shares; 2026Q1: 166,518 shares 166,518 $42.3M 2.76% -988 Timeline GVI 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: 344,248 shares; 2024Q4: 343,928 shares; 2025Q1: 358,228 shares; 2025Q2: 337,699 shares; 2025Q3: 360,333 shares; 2025Q4: 373,765 shares; 2026Q1: 394,689 shares 394,689 $42.1M 2.75% +20,924 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: 251,259 shares; 2024Q4: 241,021 shares; 2025Q1: 240,245 shares; 2025Q2: 229,332 shares; 2025Q3: 229,867 shares; 2025Q4: 232,165 shares; 2026Q1: 234,690 shares 234,690 $39.8M 2.6% +2,525 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: 218,547 shares; 2024Q4: 237,469 shares; 2025Q1: 267,832 shares; 2025Q2: 310,093 shares; 2025Q3: 341,885 shares; 2025Q4: 349,317 shares; 2026Q1: 358,791 shares 358,791 $36.7M 2.39% +9,474 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: 77,410 shares; 2024Q4: 79,642 shares; 2025Q1: 83,478 shares; 2025Q2: 82,564 shares; 2025Q3: 81,876 shares; 2025Q4: 83,006 shares; 2026Q1: 89,886 shares 89,886 $33.3M 2.17% +6,880 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: 160,620 shares; 2024Q4: 165,229 shares; 2025Q1: 169,225 shares; 2025Q2: 174,871 shares; 2025Q3: 177,165 shares; 2025Q4: 182,758 shares; 2026Q1: 183,349 shares 183,349 $32M 2.09% +591 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: 128,495 shares; 2024Q4: 129,877 shares; 2025Q1: 133,863 shares; 2025Q2: 139,838 shares; 2025Q3: 142,500 shares; 2025Q4: 145,785 shares; 2026Q1: 146,551 shares 146,551 $30.5M 1.99% +766 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,989 shares; 2024Q4: 192,022 shares; 2025Q1: 203,337 shares; 2025Q2: 276,408 shares; 2025Q3: 311,750 shares; 2025Q4: 338,156 shares; 2026Q1: 368,905 shares 368,905 $29.2M 1.91% +30,749 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: 92,631 shares; 2024Q4: 88,432 shares; 2025Q1: 91,410 shares; 2025Q2: 93,517 shares; 2025Q3: 93,406 shares; 2025Q4: 119,789 shares; 2026Q1: 122,424 shares 122,424 $27.7M 1.81% +2,635 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: 99,648 shares; 2024Q4: 101,574 shares; 2025Q1: 138,604 shares; 2025Q2: 253,184 shares; 2025Q3: 257,151 shares; 2025Q4: 263,427 shares; 2026Q1: 267,245 shares 267,245 $24.8M 1.62% +3,818 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: 40,637 shares; 2024Q4: 40,744 shares; 2025Q1: 39,687 shares; 2025Q2: 40,200 shares; 2025Q3: 40,532 shares; 2025Q4: 40,530 shares; 2026Q1: 41,602 shares 41,602 $23.8M 1.55% +1,072 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: 120,202 shares; 2024Q4: 121,226 shares; 2025Q1: 121,591 shares; 2025Q2: 131,824 shares; 2025Q3: 132,655 shares; 2025Q4: 135,309 shares; 2026Q1: 136,496 shares 136,496 $21.8M 1.42% +1,187 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,933 shares; 2024Q4: 109,935 shares; 2025Q1: 110,604 shares; 2025Q2: 110,164 shares; 2025Q3: 109,773 shares; 2025Q4: 134,592 shares; 2026Q1: 136,289 shares 136,289 $21.4M 1.4% +1,697 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: 71,860 shares; 2024Q4: 73,447 shares; 2025Q1: 69,751 shares; 2025Q2: 71,264 shares; 2025Q3: 71,755 shares; 2025Q4: 72,265 shares; 2026Q1: 72,577 shares 72,577 $20.8M 1.36% +312 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: 139,128 shares; 2024Q4: 135,041 shares; 2025Q1: 121,405 shares; 2025Q2: 122,478 shares; 2025Q3: 121,382 shares; 2025Q4: 116,687 shares; 2026Q1: 119,062 shares 119,062 $19.7M 1.28% +2,375 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: 73,277 shares; 2024Q4: 83,647 shares; 2025Q1: 83,408 shares; 2025Q2: 86,365 shares; 2025Q3: 89,768 shares; 2025Q4: 86,140 shares; 2026Q1: 87,347 shares 87,347 $19M 1.24% +1,207 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: 95,942 shares; 2024Q4: 93,483 shares; 2025Q1: 93,001 shares; 2025Q2: 95,785 shares; 2025Q3: 97,221 shares; 2025Q4: 97,300 shares; 2026Q1: 94,646 shares 94,646 $15.6M 1.02% -2,654 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: 74,043 shares; 2024Q4: 76,722 shares; 2025Q1: 90,846 shares; 2025Q2: 89,757 shares; 2025Q3: 99,180 shares; 2025Q4: 94,556 shares; 2026Q1: 100,015 shares 100,015 $15.5M 1.01% +5,459 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: 20,948 shares; 2024Q4: 20,308 shares; 2025Q1: 20,346 shares; 2025Q2: 20,969 shares; 2025Q3: 21,131 shares; 2025Q4: 20,055 shares; 2026Q1: 18,282 shares 18,282 $15.5M 1.01% -1,773 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: 65,382 shares; 2024Q4: 74,931 shares; 2025Q1: 61,604 shares; 2025Q2: 87,200 shares; 2025Q3: 92,773 shares; 2025Q4: 147,512 shares; 2026Q1: 104,213 shares 104,213 $15.4M 1.01% -43,299 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: not reported; 2024Q4: not reported; 2025Q1: 18,815 shares; 2025Q2: 19,778 shares; 2025Q3: 20,141 shares; 2025Q4: 20,575 shares; 2026Q1: 21,074 shares 21,074 $15.3M 1% +499 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: 176,955 shares; 2024Q4: 179,748 shares; 2025Q1: 196,224 shares; 2025Q2: 201,325 shares; 2025Q3: 197,296 shares; 2025Q4: 198,036 shares; 2026Q1: 199,717 shares 199,717 $15.2M 0.99% +1,681 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: 5,991 shares; 2024Q4: 33,997 shares; 2025Q1: 36,084 shares; 2025Q2: 37,748 shares; 2025Q3: 41,436 shares; 2025Q4: 47,775 shares; 2026Q1: 48,836 shares 48,836 $15.2M 0.99% +1,061 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: 21,200 shares; 2024Q4: 21,082 shares; 2025Q1: 20,468 shares; 2025Q2: 20,753 shares; 2025Q3: 20,963 shares; 2025Q4: 20,488 shares; 2026Q1: 20,560 shares 20,560 $14.6M 0.95% +72 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 1,294 shares; 2025Q1: not reported; 2025Q2: 146,598 shares; 2025Q3: 181,767 shares; 2025Q4: 202,108 shares; 2026Q1: 229,650 shares 229,650 $13.7M 0.89% +27,542 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,193 shares; 2024Q4: 259,474 shares; 2025Q1: 262,382 shares; 2025Q2: 268,383 shares; 2025Q3: 270,428 shares; 2025Q4: 269,347 shares; 2026Q1: 279,737 shares 279,737 $12.6M 0.82% +10,390 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 10,867 shares; 2025Q1: 20,985 shares; 2025Q2: 20,593 shares; 2025Q3: 23,611 shares; 2025Q4: 28,490 shares; 2026Q1: 29,119 shares 29,119 $12.6M 0.82% +629 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: 28,867 shares; 2024Q4: 31,278 shares; 2025Q1: 31,912 shares; 2025Q2: 31,358 shares; 2025Q3: 30,538 shares; 2025Q4: 38,435 shares; 2026Q1: 41,508 shares 41,508 $12.5M 0.82% +3,073 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: 49,924 shares; 2024Q4: 49,518 shares; 2025Q1: 49,683 shares; 2025Q2: 49,884 shares; 2025Q3: 50,503 shares; 2025Q4: 50,291 shares; 2026Q1: 50,954 shares 50,954 $12.4M 0.81% +663 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: 67,527 shares; 2024Q4: 67,998 shares; 2025Q1: 75,593 shares; 2025Q2: 86,666 shares; 2025Q3: 88,307 shares; 2025Q4: 89,918 shares; 2026Q1: 99,298 shares 99,298 $12.3M 0.81% +9,380 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: 154,274 shares; 2024Q4: 159,106 shares; 2025Q1: 172,963 shares; 2025Q2: 194,632 shares; 2025Q3: 190,531 shares; 2025Q4: 196,161 shares; 2026Q1: 227,508 shares 227,508 $12.3M 0.8% +31,347 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: 204,955 shares; 2024Q4: 196,822 shares; 2025Q1: 256,534 shares; 2025Q2: 249,034 shares; 2025Q3: 239,301 shares; 2025Q4: 246,236 shares; 2026Q1: 247,229 shares 247,229 $12.1M 0.79% +993 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,421 shares; 2025Q3: 30,890 shares; 2025Q4: 31,374 shares; 2026Q1: 38,693 shares 38,693 $11.3M 0.74% +7,319 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: 108,370 shares; 2024Q4: 91,831 shares; 2025Q1: 193,224 shares; 2025Q2: 199,289 shares; 2025Q3: 203,673 shares; 2025Q4: 150,022 shares; 2026Q1: 194,166 shares 194,166 $11.2M 0.73% +44,144 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: 111,427 shares; 2024Q4: 109,888 shares; 2025Q1: 109,812 shares; 2025Q2: 80,550 shares; 2025Q3: 79,617 shares; 2025Q4: 77,398 shares; 2026Q1: 76,337 shares 76,337 $11.2M 0.73% -1,061 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: 34,720 shares; 2024Q4: 30,770 shares; 2025Q1: 30,678 shares; 2025Q2: 31,321 shares; 2025Q3: 31,256 shares; 2025Q4: 31,197 shares; 2026Q1: 32,314 shares 32,314 $10.6M 0.69% +1,117 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: 40,483 shares; 2024Q4: 30,735 shares; 2025Q1: 29,983 shares; 2025Q2: 30,512 shares; 2025Q3: 30,567 shares; 2025Q4: 30,641 shares; 2026Q1: 30,775 shares 30,775 $10.6M 0.69% +134 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,182 shares 53,182 $10.5M 0.68% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,928 shares; 2024Q4: 96,954 shares; 2025Q1: 97,646 shares; 2025Q2: 100,484 shares; 2025Q3: 99,839 shares; 2025Q4: 100,428 shares; 2026Q1: 103,048 shares 103,048 $10.3M 0.67% +2,620 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,802 shares; 2024Q4: 34,031 shares; 2025Q1: 33,416 shares; 2025Q2: 34,293 shares; 2025Q3: 34,573 shares; 2025Q4: 34,322 shares; 2026Q1: 34,807 shares 34,807 $10.3M 0.67% +485 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,130 shares; 2025Q1: 12,916 shares; 2025Q2: 22,660 shares; 2025Q3: 42,940 shares; 2025Q4: 41,173 shares; 2026Q1: 51,701 shares 51,701 $10.3M 0.67% +10,528 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: 49,785 shares; 2024Q4: 47,596 shares; 2025Q1: 47,748 shares; 2025Q2: 47,435 shares; 2025Q3: 47,803 shares; 2025Q4: 48,458 shares; 2026Q1: 48,659 shares 48,659 $10.1M 0.66% +201 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: 16,945 shares; 2024Q4: 18,152 shares; 2025Q1: 18,458 shares; 2025Q2: 19,322 shares; 2025Q3: 19,312 shares; 2025Q4: 19,493 shares; 2026Q1: 19,908 shares 19,908 $9.95M 0.65% +415 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: 35,702 shares; 2024Q4: 36,233 shares; 2025Q1: 40,136 shares; 2025Q2: 51,615 shares; 2025Q3: 57,438 shares; 2025Q4: 61,000 shares; 2026Q1: 68,376 shares 68,376 $9.91M 0.65% +7,376 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: 9,378 shares; 2024Q4: 9,319 shares; 2025Q1: 9,281 shares; 2025Q2: 9,576 shares; 2025Q3: 8,863 shares; 2025Q4: 9,717 shares; 2026Q1: 9,804 shares 9,804 $9.77M 0.64% +87 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: 189,226 shares; 2024Q4: 189,066 shares; 2025Q1: 208,526 shares; 2025Q2: 213,415 shares; 2025Q3: 233,503 shares; 2025Q4: 242,738 shares; 2026Q1: 260,418 shares 260,418 $9.59M 0.63% +17,680 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: 28,961 shares; 2024Q4: 29,802 shares; 2025Q1: 27,757 shares; 2025Q2: 29,612 shares; 2025Q3: 30,420 shares; 2025Q4: 31,456 shares; 2026Q1: 32,717 shares 32,717 $9.4M 0.61% +1,261 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,523 shares; 2024Q4: 126,028 shares; 2025Q1: 124,584 shares; 2025Q2: 114,528 shares; 2025Q3: 113,743 shares; 2025Q4: 114,058 shares; 2026Q1: 114,599 shares 114,599 $8.89M 0.58% +541 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: 128,681 shares; 2024Q4: 125,933 shares; 2025Q1: 126,200 shares; 2025Q2: 119,438 shares; 2025Q3: 73,420 shares; 2025Q4: 70,181 shares; 2026Q1: 69,599 shares 69,599 $8.79M 0.57% -582 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: 5,263 shares; 2024Q4: 5,067 shares; 2025Q1: 7,507 shares; 2025Q2: 7,900 shares; 2025Q3: 7,930 shares; 2025Q4: 6,441 shares; 2026Q1: 6,635 shares 6,635 $8.76M 0.57% +194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,156 shares; 2025Q3: 65,427 shares; 2025Q4: 94,051 shares; 2026Q1: 95,814 shares 95,814 $8.3M 0.54% +1,763 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: 19,797 shares; 2024Q4: 19,880 shares; 2025Q1: 18,770 shares; 2025Q2: 19,466 shares; 2025Q3: 19,730 shares; 2025Q4: 20,270 shares; 2026Q1: 21,099 shares 21,099 $8.24M 0.54% +829 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,618 shares; 2024Q4: 77,563 shares; 2025Q1: 81,914 shares; 2025Q2: 84,940 shares; 2025Q3: 85,908 shares; 2025Q4: 85,863 shares; 2026Q1: 101,227 shares 101,227 $8.11M 0.53% +15,364 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: not reported; 2024Q4: 15,329 shares; 2025Q1: 31,226 shares; 2025Q2: 34,215 shares; 2025Q3: 35,020 shares; 2025Q4: 39,630 shares; 2026Q1: 40,185 shares 40,185 $7.62M 0.5% +555 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,561 shares; 2025Q1: 6,549 shares; 2025Q2: 5,789 shares; 2025Q3: 5,862 shares; 2025Q4: 5,126 shares; 2026Q1: 5,168 shares 5,168 $7.61M 0.5% +42 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: 78,329 shares; 2024Q4: 23,941 shares; 2025Q1: 23,146 shares; 2025Q2: 19,450 shares; 2025Q3: 21,470 shares; 2025Q4: 29,990 shares; 2026Q1: 29,487 shares 29,487 $7.21M 0.47% -503 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,701 shares; 2024Q4: 11,777 shares; 2025Q1: 10,284 shares; 2025Q2: 10,713 shares; 2025Q3: 10,258 shares; 2025Q4: 15,396 shares; 2026Q1: 11,001 shares 11,001 $7.15M 0.47% -4,395 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: 36,618 shares; 2024Q4: 36,191 shares; 2025Q1: 35,987 shares; 2025Q2: 36,310 shares; 2025Q3: 36,315 shares; 2025Q4: 54,504 shares; 2026Q1: 54,422 shares 54,422 $7.01M 0.46% -82 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: 23,658 shares; 2024Q4: 18,884 shares; 2025Q1: 18,896 shares; 2025Q2: 19,417 shares; 2025Q3: 19,151 shares; 2025Q4: 19,518 shares; 2026Q1: 20,185 shares 20,185 $6.97M 0.45% +667 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,323 shares; 2025Q2: 16,391 shares; 2025Q3: 16,424 shares; 2025Q4: 18,769 shares; 2026Q1: 24,794 shares 24,794 $6.89M 0.45% +6,025 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,776 shares; 2025Q4: 18,074 shares; 2026Q1: 23,105 shares 23,105 $6.71M 0.44% +5,031 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: 21,914 shares; 2024Q4: 20,547 shares; 2025Q1: 21,178 shares; 2025Q2: 21,874 shares; 2025Q3: 21,655 shares; 2025Q4: 21,730 shares; 2026Q1: 22,475 shares 22,475 $6.45M 0.42% +745 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,956 shares; 2025Q3: 40,185 shares; 2025Q4: 49,552 shares; 2026Q1: 50,781 shares 50,781 $6.43M 0.42% +1,229 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: 103,968 shares; 2024Q4: 104,485 shares; 2025Q1: 82,456 shares; 2025Q2: 20,748 shares; 2025Q3: 19,622 shares; 2025Q4: 19,174 shares; 2026Q1: 18,653 shares 18,653 $6.3M 0.41% -521 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: 16,844 shares; 2024Q4: 17,476 shares; 2025Q1: 17,629 shares; 2025Q2: 17,436 shares; 2025Q3: 17,810 shares; 2025Q4: 17,622 shares; 2026Q1: 17,101 shares 17,101 $5.85M 0.38% -521 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: 12,819 shares; 2024Q4: 16,898 shares; 2025Q1: 20,368 shares; 2025Q2: 25,465 shares; 2025Q3: 68,306 shares; 2025Q4: 75,294 shares; 2026Q1: 116,450 shares 116,450 $5.75M 0.38% +41,156 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: 2,228 shares; 2024Q4: 2,223 shares; 2025Q1: 2,210 shares; 2025Q2: 2,252 shares; 2025Q3: 2,250 shares; 2025Q4: 10,349 shares; 2026Q1: 13,209 shares 13,209 $5.62M 0.37% +2,860 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,218 shares; 2024Q4: 54,958 shares; 2025Q1: 52,400 shares; 2025Q2: 40,356 shares; 2025Q3: 39,938 shares; 2025Q4: 37,824 shares; 2026Q1: 38,699 shares 38,699 $5.59M 0.37% +875 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,931 shares; 2025Q1: 7,693 shares; 2025Q2: 8,094 shares; 2025Q3: 9,458 shares; 2025Q4: 9,643 shares; 2026Q1: 9,815 shares 9,815 $5.52M 0.36% +172 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: 37,590 shares; 2024Q4: 38,096 shares; 2025Q1: 40,377 shares; 2025Q2: 46,803 shares; 2025Q3: 49,232 shares; 2025Q4: 52,433 shares; 2026Q1: 57,658 shares 57,658 $5.22M 0.34% +5,225 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,910 shares; 2025Q2: 108,009 shares; 2025Q3: 95,753 shares; 2025Q4: 139,892 shares; 2026Q1: 144,954 shares 144,954 $5.14M 0.34% +5,062 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,785 shares; 2024Q4: 24,202 shares; 2025Q1: 27,890 shares; 2025Q2: 26,375 shares; 2025Q3: 26,682 shares; 2025Q4: 24,511 shares; 2026Q1: 32,547 shares 32,547 $5.12M 0.33% +8,036 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: 44,629 shares; 2024Q4: 42,696 shares; 2025Q1: 43,145 shares; 2025Q2: 44,315 shares; 2025Q3: 45,366 shares; 2025Q4: 45,601 shares; 2026Q1: 46,780 shares 46,780 $4.51M 0.29% +1,179 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: 25,192 shares; 2024Q4: 25,835 shares; 2025Q1: 25,529 shares; 2025Q2: 23,636 shares; 2025Q3: 23,119 shares; 2025Q4: 23,728 shares; 2026Q1: 23,018 shares 23,018 $4.44M 0.29% -710 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: 26,434 shares; 2024Q4: 25,379 shares; 2025Q1: 24,765 shares; 2025Q2: 25,572 shares; 2025Q3: 19,367 shares; 2025Q4: 18,753 shares; 2026Q1: 18,758 shares 18,758 $4.43M 0.29% +5 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: 51,852 shares; 2024Q4: 48,265 shares; 2025Q1: 50,917 shares; 2025Q2: 54,708 shares; 2025Q3: 53,785 shares; 2025Q4: 53,483 shares; 2026Q1: 61,940 shares 61,940 $4.35M 0.28% +8,457 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: 9,092 shares; 2024Q4: 8,894 shares; 2025Q1: 9,126 shares; 2025Q2: 9,444 shares; 2025Q3: 9,350 shares; 2025Q4: 9,518 shares; 2026Q1: 9,721 shares 9,721 $4.34M 0.28% +203 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,697 shares; 2024Q4: 71,378 shares; 2025Q1: 51,450 shares; 2025Q2: 53,184 shares; 2025Q3: 73,904 shares; 2025Q4: 79,161 shares; 2026Q1: 90,577 shares 90,577 $4.19M 0.27% +11,416 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: 3,164 shares; 2024Q4: 2,854 shares; 2025Q1: 2,843 shares; 2025Q2: 2,886 shares; 2025Q3: 12,828 shares; 2025Q4: 14,964 shares; 2026Q1: 24,994 shares 24,994 $4.04M 0.26% +10,030 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: 6,843 shares; 2024Q4: 2,432 shares; 2025Q1: 5,776 shares; 2025Q2: 6,319 shares; 2025Q3: 14,469 shares; 2025Q4: 29,999 shares; 2026Q1: 29,701 shares 29,701 $3.95M 0.26% -298 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: 44,682 shares; 2024Q4: 44,255 shares; 2025Q1: 41,166 shares; 2025Q2: 44,131 shares; 2025Q3: 48,695 shares; 2025Q4: 47,333 shares; 2026Q1: 52,520 shares 52,520 $3.94M 0.26% +5,187 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,061 shares; 2025Q1: 24,672 shares; 2025Q2: 23,240 shares; 2025Q3: 23,252 shares; 2025Q4: 21,043 shares; 2026Q1: 27,916 shares 27,916 $3.92M 0.26% +6,873 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: 34,224 shares; 2024Q4: 33,903 shares; 2025Q1: 30,775 shares; 2025Q2: 35,528 shares; 2025Q3: 35,743 shares; 2025Q4: 36,060 shares; 2026Q1: 40,703 shares 40,703 $3.84M 0.25% +4,643 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: 20,107 shares; 2024Q4: 19,062 shares; 2025Q1: 19,822 shares; 2025Q2: 19,574 shares; 2025Q3: 19,449 shares; 2025Q4: 22,709 shares; 2026Q1: 23,709 shares 23,709 $2.85M 0.19% +1,000 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: 27,454 shares; 2024Q4: 26,759 shares; 2025Q1: 26,891 shares; 2025Q2: 25,091 shares; 2025Q3: 21,404 shares; 2025Q4: 21,196 shares; 2026Q1: 55,621 shares 55,621 $2.77M 0.18% +34,425 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: 40,045 shares; 2024Q4: 39,416 shares; 2025Q1: 37,531 shares; 2025Q2: 36,926 shares; 2025Q3: 36,995 shares; 2025Q4: 35,392 shares; 2026Q1: 32,920 shares 32,920 $2.76M 0.18% -2,472 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: not reported; 2026Q1: 36,769 shares 36,769 $2.7M 0.18% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,355 shares; 2024Q4: 8,355 shares; 2025Q1: 8,355 shares; 2025Q2: 8,359 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares; 2026Q1: 8,355 shares 8,355 $2.66M 0.17% -4 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: 4,897 shares; 2024Q4: 4,500 shares; 2025Q1: 4,684 shares; 2025Q2: 6,549 shares; 2025Q3: 5,143 shares; 2025Q4: 5,027 shares; 2026Q1: 17,254 shares 17,254 $2.53M 0.17% +12,227 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,479 shares; 2024Q4: 24,479 shares; 2025Q1: 24,406 shares; 2025Q2: 24,530 shares; 2025Q3: 24,445 shares; 2025Q4: 23,652 shares; 2026Q1: 26,276 shares 26,276 $2.44M 0.16% +2,624 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: 5,260 shares; 2024Q4: 5,355 shares; 2025Q1: 5,855 shares; 2025Q2: 6,345 shares; 2025Q3: 6,461 shares; 2025Q4: 7,247 shares; 2026Q1: 7,697 shares 7,697 $2.21M 0.14% +450 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.14% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,389 shares; 2025Q1: 4,829 shares; 2025Q2: 8,721 shares; 2025Q3: 9,400 shares; 2025Q4: 9,939 shares; 2026Q1: 11,686 shares 11,686 $2.15M 0.14% +1,747 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 85,825 shares; 2025Q1: 87,690 shares; 2025Q2: 91,866 shares; 2025Q3: 88,134 shares; 2025Q4: 88,192 shares; 2026Q1: 84,967 shares 84,967 $2.13M 0.14% -3,225 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,976 shares; 2024Q4: 112,962 shares; 2025Q1: 100,006 shares; 2025Q2: 80,631 shares; 2025Q3: 57,631 shares; 2025Q4: 41,631 shares; 2026Q1: 35,631 shares 35,631 $2.11M 0.14% -6,000 Timeline PBJ 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: 47,222 shares; 2024Q4: 45,681 shares; 2025Q1: 46,932 shares; 2025Q2: 49,099 shares; 2025Q3: 46,675 shares; 2025Q4: 42,327 shares; 2026Q1: 42,967 shares 42,967 $2.1M 0.14% +640 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,357 shares; 2025Q1: 1,389 shares; 2025Q2: 1,210 shares; 2025Q3: 1,200 shares; 2025Q4: 1,195 shares; 2026Q1: 494 shares 494 $2.08M 0.14% -701 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 9,313 shares; 2025Q1: 9,469 shares; 2025Q2: 13,409 shares; 2025Q3: 11,676 shares; 2025Q4: 12,604 shares; 2026Q1: 13,861 shares 13,861 $1.88M 0.12% +1,257 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: 4,858 shares; 2024Q4: 4,880 shares; 2025Q1: 5,046 shares; 2025Q2: 4,939 shares; 2025Q3: 5,256 shares; 2025Q4: 5,662 shares; 2026Q1: 5,106 shares 5,106 $1.8M 0.12% -556 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: 65 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 196 shares; 2026Q1: 16,073 shares 16,073 $1.75M 0.11% +15,877 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: 930 shares; 2024Q4: 887 shares; 2025Q1: 934 shares; 2025Q2: 929 shares; 2025Q3: 984 shares; 2025Q4: 1,803 shares; 2026Q1: 1,995 shares 1,995 $1.74M 0.11% +192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 8,087 shares 8,087 $1.65M 0.11% +6,308 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 19,678 shares; 2025Q1: 19,440 shares; 2025Q2: 6,390 shares; 2025Q3: 5,011 shares; 2025Q4: 4,834 shares; 2026Q1: 4,283 shares 4,283 $1.35M 0.09% -551 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: 3,037 shares; 2024Q4: 3,340 shares; 2025Q1: 2,531 shares; 2025Q2: 2,291 shares; 2025Q3: 2,353 shares; 2025Q4: 2,320 shares; 2026Q1: 2,225 shares 2,225 $1.34M 0.09% -95 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: 4,065 shares; 2024Q4: 3,803 shares; 2025Q1: 4,021 shares; 2025Q2: 4,044 shares; 2025Q3: 4,299 shares; 2025Q4: 4,954 shares; 2026Q1: 4,560 shares 4,560 $1.29M 0.08% -394 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: 5,973 shares; 2024Q4: 6,470 shares; 2025Q1: 6,576 shares; 2025Q2: 6,475 shares; 2025Q3: 8,513 shares; 2025Q4: 9,430 shares; 2026Q1: 8,866 shares 8,866 $1.28M 0.08% -564 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,888 shares; 2024Q4: 15,991 shares; 2025Q1: 19,231 shares; 2025Q2: 22,707 shares; 2025Q3: 23,513 shares; 2025Q4: 26,221 shares; 2026Q1: 36,045 shares 36,045 $1.28M 0.08% +9,824 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: 16,061 shares; 2024Q4: 17,547 shares; 2025Q1: 18,820 shares; 2025Q2: 19,372 shares; 2025Q3: 19,342 shares; 2025Q4: 17,913 shares; 2026Q1: 16,365 shares 16,365 $1.27M 0.08% -1,548 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: 2,860 shares; 2024Q4: 2,444 shares; 2025Q1: 3,066 shares; 2025Q2: 3,235 shares; 2025Q3: 3,486 shares; 2025Q4: 3,971 shares; 2026Q1: 3,857 shares 3,857 $1.27M 0.08% -114 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: 2,094 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,993 shares; 2025Q3: 1,976 shares; 2025Q4: 2,419 shares; 2026Q1: 2,884 shares 2,884 $1.25M 0.08% +465 Timeline DOL 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: 12,417 shares; 2024Q4: 12,385 shares; 2025Q1: 12,777 shares; 2025Q2: 13,481 shares; 2025Q3: 15,102 shares; 2025Q4: 15,229 shares; 2026Q1: 18,275 shares 18,275 $1.24M 0.08% +3,046 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 4,252 shares; 2025Q1: 4,241 shares; 2025Q2: 4,456 shares; 2025Q3: 4,845 shares; 2025Q4: 5,064 shares; 2026Q1: 5,600 shares 5,600 $1.21M 0.08% +536 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: 496 shares; 2024Q4: 476 shares; 2025Q1: 228 shares; 2025Q2: 1,307 shares; 2025Q3: 3,593 shares; 2025Q4: 3,969 shares; 2026Q1: 10,783 shares 10,783 $1.2M 0.08% +6,814 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: 4,814 shares; 2024Q4: 6,579 shares; 2025Q1: 6,884 shares; 2025Q2: 7,133 shares; 2025Q3: 6,193 shares; 2025Q4: 6,551 shares; 2026Q1: 8,366 shares 8,366 $1.19M 0.08% +1,815 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,982 shares; 2025Q1: 2,212 shares; 2025Q2: 2,691 shares; 2025Q3: 2,745 shares; 2025Q4: 2,684 shares; 2026Q1: 2,753 shares 2,753 $1.18M 0.08% +69 Timeline SHM 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: 20,953 shares; 2024Q4: 20,976 shares; 2025Q1: 22,290 shares; 2025Q2: 21,431 shares; 2025Q3: 21,400 shares; 2025Q4: 21,399 shares; 2026Q1: 24,562 shares 24,562 $1.17M 0.08% +3,163 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: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 1,844 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares 1,840 $1.13M 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,303 shares; 2025Q1: 1,528 shares; 2025Q2: 1,570 shares; 2025Q3: 1,692 shares; 2025Q4: 1,792 shares; 2026Q1: 1,876 shares 1,876 $1.12M 0.07% +84 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: 15,001 shares; 2024Q4: 16,504 shares; 2025Q1: 15,115 shares; 2025Q2: 15,539 shares; 2025Q3: 14,263 shares; 2025Q4: 14,457 shares; 2026Q1: 15,789 shares 15,789 $1.1M 0.07% +1,332 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,024 shares; 2024Q4: 2,031 shares; 2025Q1: 1,616 shares; 2025Q2: 1,536 shares; 2025Q3: 1,474 shares; 2025Q4: 1,393 shares; 2026Q1: 1,255 shares 1,255 $1.09M 0.07% -138 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: 5,494 shares; 2024Q4: 4,778 shares; 2025Q1: 6,179 shares; 2025Q2: 6,145 shares; 2025Q3: 6,371 shares; 2025Q4: 7,689 shares; 2026Q1: 7,689 shares 7,689 $1.01M 0.07% 0 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: 30,401 shares; 2024Q4: 26,553 shares; 2025Q1: 26,184 shares; 2025Q2: 25,242 shares; 2025Q3: 5,163 shares; 2025Q4: 4,086 shares; 2026Q1: 3,719 shares 3,719 $1.01M 0.07% -367 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,964 shares; 2025Q1: 6,349 shares; 2025Q2: 6,748 shares; 2025Q3: 7,465 shares; 2025Q4: 6,976 shares; 2026Q1: 6,912 shares 6,912 $1M 0.07% -64 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,202 shares; 2024Q4: 89,620 shares; 2025Q1: 16,604 shares; 2025Q2: 10,829 shares; 2025Q3: 10,719 shares; 2025Q4: 19,763 shares; 2026Q1: 19,222 shares 19,222 $1000K 0.07% -541 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: 16,142 shares; 2024Q4: 16,946 shares; 2025Q1: 17,091 shares; 2025Q2: 15,533 shares; 2025Q3: 15,443 shares; 2025Q4: 20,715 shares; 2026Q1: 19,673 shares 19,673 $988K 0.06% -1,042 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: 34,932 shares; 2024Q4: 26,455 shares; 2025Q1: 28,800 shares; 2025Q2: 29,599 shares; 2025Q3: 30,580 shares; 2025Q4: 41,068 shares; 2026Q1: 34,700 shares 34,700 $974K 0.06% -6,368 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,877 shares; 2025Q2: 1,948 shares; 2025Q3: 1,615 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $965K 0.06% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,371 shares; 2025Q1: 4,235 shares; 2025Q2: 4,242 shares; 2025Q3: 4,005 shares; 2025Q4: 4,058 shares; 2026Q1: 3,963 shares 3,963 $963K 0.06% -95 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 2,850 shares; 2025Q1: 3,356 shares; 2025Q2: 3,527 shares; 2025Q3: 3,492 shares; 2025Q4: 3,648 shares; 2026Q1: 4,086 shares 4,086 $939K 0.06% +438 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: 3,233 shares; 2024Q4: 3,147 shares; 2025Q1: 3,390 shares; 2025Q2: 3,204 shares; 2025Q3: 2,998 shares; 2025Q4: 3,099 shares; 2026Q1: 3,826 shares 3,826 $928K 0.06% +727 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: 5,034 shares; 2024Q4: 6,284 shares; 2025Q1: 5,856 shares; 2025Q2: 6,236 shares; 2025Q3: 6,890 shares; 2025Q4: 6,574 shares; 2026Q1: 6,090 shares 6,090 $896K 0.06% -484 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: 11,886 shares; 2024Q4: 13,218 shares; 2025Q1: 13,254 shares; 2025Q2: 13,218 shares; 2025Q3: 13,302 shares; 2025Q4: 13,153 shares; 2026Q1: 13,049 shares 13,049 $887K 0.06% -104 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 5,606 shares; 2025Q1: 5,172 shares; 2025Q2: 5,010 shares; 2025Q3: 4,760 shares; 2025Q4: 4,938 shares; 2026Q1: 4,505 shares 4,505 $884K 0.06% -433 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,671 shares; 2025Q2: 7,947 shares; 2025Q3: 7,989 shares; 2025Q4: 7,991 shares; 2026Q1: 7,871 shares 7,871 $863K 0.06% -120 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: 406 shares; 2024Q4: 371 shares; 2025Q1: 426 shares; 2025Q2: 895 shares; 2025Q3: 850 shares; 2025Q4: 912 shares; 2026Q1: 923 shares 923 $849K 0.06% +11 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,946 shares; 2024Q4: 21,955 shares; 2025Q1: 22,791 shares; 2025Q2: 30,480 shares; 2025Q3: 28,605 shares; 2025Q4: 34,540 shares; 2026Q1: 29,180 shares 29,180 $849K 0.06% -5,360 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: 5,048 shares; 2024Q4: 15,285 shares; 2025Q1: 17,797 shares; 2025Q2: 27,867 shares; 2025Q3: 26,999 shares; 2025Q4: 27,752 shares; 2026Q1: 26,986 shares 26,986 $828K 0.05% -766 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: 7,228 shares; 2024Q4: 6,112 shares; 2025Q1: 6,171 shares; 2025Q2: 6,328 shares; 2025Q3: 6,863 shares; 2025Q4: 9,337 shares; 2026Q1: 8,432 shares 8,432 $814K 0.05% -905 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: 271 shares; 2024Q4: 374 shares; 2025Q1: 287 shares; 2025Q2: 986 shares; 2025Q3: 697 shares; 2025Q4: 1,954 shares; 2026Q1: 1,807 shares 1,807 $770K 0.05% -147 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: 3,033 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,064 shares; 2025Q3: 6,065 shares; 2025Q4: 6,994 shares; 2026Q1: 6,857 shares 6,857 $770K 0.05% -137 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: 1,512 shares; 2024Q4: 858 shares; 2025Q1: 786 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 1,021 shares; 2026Q1: 1,097 shares 1,097 $766K 0.05% +76 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: 6,241 shares; 2024Q4: 6,388 shares; 2025Q1: 5,836 shares; 2025Q2: 5,061 shares; 2025Q3: 5,092 shares; 2025Q4: 6,205 shares; 2026Q1: 6,048 shares 6,048 $752K 0.05% -157 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,509 shares; 2024Q4: 40,895 shares; 2025Q1: 40,798 shares; 2025Q2: 40,798 shares; 2025Q3: 40,798 shares; 2025Q4: 40,798 shares; 2026Q1: 40,798 shares 40,798 $745K 0.05% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,195 shares; 2025Q1: 3,675 shares; 2025Q2: 3,682 shares; 2025Q3: 3,692 shares; 2025Q4: 3,695 shares; 2026Q1: 3,584 shares 3,584 $741K 0.05% -111 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,285 shares; 2024Q4: 175,649 shares; 2025Q1: 188,575 shares; 2025Q2: 39,801 shares; 2025Q3: 27,698 shares; 2025Q4: 19,718 shares; 2026Q1: 12,490 shares 12,490 $731K 0.05% -7,228 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: not reported; 2026Q1: 6,214 shares 6,214 $717K 0.05% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,208 shares; 2024Q4: 55,614 shares; 2025Q1: 16,119 shares; 2025Q2: 14,061 shares; 2025Q3: 12,820 shares; 2025Q4: 5,725 shares; 2026Q1: 4,764 shares 4,764 $715K 0.05% -961 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: 661 shares; 2024Q4: 432 shares; 2025Q1: 579 shares; 2025Q2: 718 shares; 2025Q3: 925 shares; 2025Q4: 1,516 shares; 2026Q1: 1,228 shares 1,228 $709K 0.05% -288 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 11,752 shares; 2025Q1: 11,636 shares; 2025Q2: 10,741 shares; 2025Q3: 12,518 shares; 2025Q4: 8,939 shares; 2026Q1: 7,622 shares 7,622 $702K 0.05% -1,317 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 22,268 shares; 2025Q1: 23,721 shares; 2025Q2: 30,031 shares; 2025Q3: 26,694 shares; 2025Q4: 27,075 shares; 2026Q1: 24,873 shares 24,873 $693K 0.05% -2,202 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 16,475 shares; 2025Q1: 17,975 shares; 2025Q2: 18,083 shares; 2025Q3: 18,083 shares; 2025Q4: 17,975 shares; 2026Q1: 17,975 shares 17,975 $687K 0.04% 0 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 3,851 shares; 2025Q1: 8,310 shares; 2025Q2: 8,310 shares; 2025Q3: 8,310 shares; 2025Q4: 8,310 shares; 2026Q1: 9,214 shares 9,214 $677K 0.04% +904 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: 4,589 shares; 2024Q4: 4,704 shares; 2025Q1: 4,750 shares; 2025Q2: 4,711 shares; 2025Q3: 4,655 shares; 2025Q4: 4,676 shares; 2026Q1: 4,637 shares 4,637 $646K 0.04% -39 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,971 shares; 2025Q1: 5,188 shares; 2025Q2: 4,844 shares; 2025Q3: 5,213 shares; 2025Q4: 6,229 shares; 2026Q1: 4,840 shares 4,840 $639K 0.04% -1,389 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,149 shares; 2025Q1: 5,478 shares; 2025Q2: 5,711 shares; 2025Q3: 6,222 shares; 2025Q4: 6,443 shares; 2026Q1: 6,202 shares 6,202 $637K 0.04% -241 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 837 shares; 2025Q1: 926 shares; 2025Q2: 978 shares; 2025Q3: 1,075 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $632K 0.04% 0 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: 3,641 shares; 2024Q4: 7,944 shares; 2025Q1: 6,958 shares; 2025Q2: 6,816 shares; 2025Q3: 6,701 shares; 2025Q4: 4,754 shares; 2026Q1: 3,934 shares 3,934 $631K 0.04% -820 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: 668 shares; 2024Q4: 662 shares; 2025Q1: 510 shares; 2025Q2: 605 shares; 2025Q3: 599 shares; 2025Q4: 6,705 shares; 2026Q1: 6,257 shares 6,257 $602K 0.04% -448 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: 9,272 shares; 2024Q4: 8,532 shares; 2025Q1: 9,461 shares; 2025Q2: 8,892 shares; 2025Q3: 10,190 shares; 2025Q4: 9,576 shares; 2026Q1: 9,050 shares 9,050 $597K 0.04% -526 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: 164 shares; 2024Q4: 65 shares; 2025Q1: 189 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 779 shares; 2026Q1: 3,079 shares 3,079 $591K 0.04% +2,300 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 7,608 shares; 2025Q1: 7,233 shares; 2025Q2: 6,840 shares; 2025Q3: 7,309 shares; 2025Q4: 7,649 shares; 2026Q1: 7,255 shares 7,255 $578K 0.04% -394 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $575K 0.04% 0 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: 10,768 shares; 2024Q4: 10,626 shares; 2025Q1: 10,914 shares; 2025Q2: 11,236 shares; 2025Q3: 14,014 shares; 2025Q4: 14,552 shares; 2026Q1: 17,952 shares 17,952 $573K 0.04% +3,400 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,649 shares; 2025Q1: 2,675 shares; 2025Q2: 2,502 shares; 2025Q3: 2,777 shares; 2025Q4: 2,897 shares; 2026Q1: 2,908 shares 2,908 $564K 0.04% +11 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: 11,997 shares; 2024Q4: 12,241 shares; 2025Q1: 12,252 shares; 2025Q2: 12,311 shares; 2025Q3: 7,433 shares; 2025Q4: 6,329 shares; 2026Q1: 6,184 shares 6,184 $559K 0.04% -145 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: 15,517 shares; 2024Q4: 15,517 shares; 2025Q1: 15,496 shares; 2025Q2: 15,496 shares; 2025Q3: 15,218 shares; 2025Q4: 14,647 shares; 2026Q1: 14,658 shares 14,658 $555K 0.04% +11 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: 11,653 shares; 2024Q4: 11,640 shares; 2025Q1: 11,747 shares; 2025Q2: 11,747 shares; 2025Q3: 11,792 shares; 2025Q4: 11,704 shares; 2026Q1: 11,704 shares 11,704 $536K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 2,990 shares; 2025Q1: 6,132 shares; 2025Q2: 17,351 shares; 2025Q3: 13,600 shares; 2025Q4: 28,203 shares; 2026Q1: 21,525 shares 21,525 $533K 0.03% -6,678 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,217 shares; 2025Q1: 1,177 shares; 2025Q2: 1,290 shares; 2025Q3: 1,178 shares; 2025Q4: 1,349 shares; 2026Q1: 1,277 shares 1,277 $532K 0.03% -72 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: 5,604 shares; 2024Q4: not reported; 2025Q1: 5,353 shares; 2025Q2: 5,678 shares; 2025Q3: 5,184 shares; 2025Q4: 5,098 shares; 2026Q1: 4,860 shares 4,860 $526K 0.03% -238 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: 1,103 shares; 2024Q4: 1,108 shares; 2025Q1: 1,552 shares; 2025Q2: 1,528 shares; 2025Q3: 1,519 shares; 2025Q4: 2,122 shares; 2026Q1: 2,097 shares 2,097 $520K 0.03% -25 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,437 shares; 2024Q4: 25,437 shares; 2025Q1: 25,465 shares; 2025Q2: 25,466 shares; 2025Q3: 15,437 shares; 2025Q4: 10,437 shares; 2026Q1: 9,638 shares 9,638 $516K 0.03% -799 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: 1,244 shares; 2024Q4: 1,151 shares; 2025Q1: 1,110 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,313 shares; 2026Q1: 1,113 shares 1,113 $516K 0.03% -200 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: 2,425 shares 2,425 $515K 0.03% -4 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,251 shares; 2025Q4: 11,180 shares; 2026Q1: 11,011 shares 11,011 $506K 0.03% -169 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,474 shares; 2025Q1: 5,517 shares; 2025Q2: 4,000 shares; 2025Q3: 7,318 shares; 2025Q4: 6,606 shares; 2026Q1: 6,102 shares 6,102 $494K 0.03% -504 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: not reported; 2024Q4: 10,675 shares; 2025Q1: 11,645 shares; 2025Q2: 7,590 shares; 2025Q3: 7,739 shares; 2025Q4: 14,490 shares; 2026Q1: 16,917 shares 16,917 $490K 0.03% +2,427 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,181 shares; 2024Q4: 13,288 shares; 2025Q1: 12,713 shares; 2025Q2: 12,235 shares; 2025Q3: 11,499 shares; 2025Q4: 11,499 shares; 2026Q1: 7,811 shares 7,811 $483K 0.03% -3,688 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: 4,799 shares; 2025Q2: 7,091 shares; 2025Q3: 7,021 shares; 2025Q4: 7,576 shares; 2026Q1: 7,432 shares 7,432 $476K 0.03% -144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,427 shares; 2025Q4: 4,218 shares; 2026Q1: 7,098 shares 7,098 $476K 0.03% +2,880 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: 802 shares; 2024Q4: 863 shares; 2025Q1: 1,087 shares; 2025Q2: 1,342 shares; 2025Q3: 1,277 shares; 2025Q4: 1,243 shares; 2026Q1: 1,266 shares 1,266 $471K 0.03% +23 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 428 shares; 2025Q3: 425 shares; 2025Q4: 428 shares; 2026Q1: 431 shares 431 $470K 0.03% +3 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: 1,823 shares; 2024Q4: 153 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,261 shares; 2025Q4: 1,264 shares; 2026Q1: 1,265 shares 1,265 $465K 0.03% +1 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 882 shares; 2025Q1: 6,208 shares; 2025Q2: 17,125 shares; 2025Q3: 4,728 shares; 2025Q4: 24,362 shares; 2026Q1: 20,397 shares 20,397 $463K 0.03% -3,965 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,832 shares; 2025Q1: 10,832 shares; 2025Q2: 11,049 shares; 2025Q3: 10,832 shares; 2025Q4: 10,832 shares; 2026Q1: 10,832 shares 10,832 $461K 0.03% 0 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: 5,437 shares; 2024Q4: 6,045 shares; 2025Q1: 5,464 shares; 2025Q2: 4,857 shares; 2025Q3: 4,975 shares; 2025Q4: 4,950 shares; 2026Q1: 5,247 shares 5,247 $455K 0.03% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483 shares; 2026Q1: 2,256 shares 2,256 $447K 0.03% +773 Timeline PHO 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: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 6,420 shares; 2025Q2: 5,347 shares; 2025Q3: 5,417 shares; 2025Q4: 6,497 shares; 2026Q1: 6,597 shares 6,597 $441K 0.03% +100 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 697 shares; 2025Q3: 925 shares; 2025Q4: 924 shares; 2026Q1: 888 shares 888 $439K 0.03% -36 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,263 shares; 2025Q3: 3,023 shares; 2025Q4: 3,285 shares; 2026Q1: 3,149 shares 3,149 $428K 0.03% -136 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,758 shares; 2025Q3: 2,643 shares; 2025Q4: 2,799 shares; 2026Q1: 2,643 shares 2,643 $428K 0.03% -156 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: 2,277 shares; 2024Q4: 2,361 shares; 2025Q1: 2,486 shares; 2025Q2: 2,748 shares; 2025Q3: 2,931 shares; 2025Q4: 3,644 shares; 2026Q1: 5,042 shares 5,042 $426K 0.03% +1,398 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: 3,365 shares; 2024Q4: 4,188 shares; 2025Q1: 4,197 shares; 2025Q2: 3,802 shares; 2025Q3: 3,801 shares; 2025Q4: 3,332 shares; 2026Q1: 3,244 shares 3,244 $425K 0.03% -88 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 2,994 shares; 2026Q1: 2,934 shares 2,934 $420K 0.03% -60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 981 shares; 2025Q4: 1,318 shares; 2026Q1: 1,312 shares 1,312 $418K 0.03% -6 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: 1,213 shares; 2024Q4: 1,174 shares; 2025Q1: 1,572 shares; 2025Q2: 1,128 shares; 2025Q3: 1,273 shares; 2025Q4: 1,308 shares; 2026Q1: 1,294 shares 1,294 $415K 0.03% -14 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: 11,204 shares; 2026Q1: 5,393 shares 5,393 $411K 0.03% -5,811 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,567 shares; 2025Q1: 3,102 shares; 2025Q2: 2,483 shares; 2025Q3: 2,037 shares; 2025Q4: 1,907 shares; 2026Q1: 2,782 shares 2,782 $407K 0.03% +875 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: 1,598 shares; 2024Q4: 1,572 shares; 2025Q1: 1,648 shares; 2025Q2: 1,785 shares; 2025Q3: 1,798 shares; 2025Q4: 1,975 shares; 2026Q1: 2,024 shares 2,024 $403K 0.03% +49 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,827 shares; 2025Q1: 10,049 shares; 2025Q2: 9,981 shares; 2025Q3: 9,988 shares; 2025Q4: 9,853 shares; 2026Q1: 9,618 shares 9,618 $401K 0.03% -235 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,891 shares; 2025Q2: 1,896 shares; 2025Q3: 1,895 shares; 2025Q4: 1,883 shares; 2026Q1: 1,832 shares 1,832 $387K 0.03% -51 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: 11,607 shares; 2024Q4: 8,113 shares; 2025Q1: 7,999 shares; 2025Q2: 8,074 shares; 2025Q3: 8,114 shares; 2025Q4: 8,329 shares; 2026Q1: 8,029 shares 8,029 $371K 0.02% -300 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,757 shares; 2025Q1: 5,667 shares; 2025Q2: 4,379 shares; 2025Q3: 3,830 shares; 2025Q4: 2,495 shares; 2026Q1: 2,526 shares 2,526 $369K 0.02% +31 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: 2,160 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,258 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 1,943 shares 1,943 $368K 0.02% -165 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 10,597 shares; 2025Q1: 10,597 shares; 2025Q2: 12,097 shares; 2025Q3: 12,097 shares; 2025Q4: 18,732 shares; 2026Q1: 19,932 shares 19,932 $365K 0.02% +1,200 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 13,500 shares; 2025Q3: 16,405 shares; 2025Q4: 20,923 shares; 2026Q1: 24,105 shares 24,105 $364K 0.02% +3,182 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,107 shares; 2025Q3: 4,122 shares; 2025Q4: 4,579 shares; 2026Q1: 4,985 shares 4,985 $363K 0.02% +406 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: not reported; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 3,114 shares; 2026Q1: 5,069 shares 5,069 $362K 0.02% +1,955 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: 905 shares; 2024Q4: 2,618 shares; 2025Q1: 3,556 shares; 2025Q2: 4,866 shares; 2025Q3: 6,097 shares; 2025Q4: 6,735 shares; 2026Q1: 8,774 shares 8,774 $358K 0.02% +2,039 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,190 shares; 2025Q1: 3,215 shares; 2025Q2: 2,952 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,951 shares 2,951 $358K 0.02% +90 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 2,766 shares; 2025Q1: 2,496 shares; 2025Q2: 2,788 shares; 2025Q3: 2,541 shares; 2025Q4: 2,578 shares; 2026Q1: 3,410 shares 3,410 $356K 0.02% +832 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: 740 shares; 2024Q4: 498 shares; 2025Q1: 771 shares; 2025Q2: 764 shares; 2025Q3: 760 shares; 2025Q4: 799 shares; 2026Q1: 808 shares 808 $353K 0.02% +9 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,705 shares; 2025Q1: 5,690 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: not reported; 2026Q1: 3,377 shares 3,377 $350K 0.02% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 8,513 shares; 2025Q1: 9,848 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 11,785 shares; 2026Q1: 10,541 shares 10,541 $349K 0.02% -1,244 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,354 shares; 2024Q4: 42,078 shares; 2025Q1: 42,440 shares; 2025Q2: 43,084 shares; 2025Q3: 6,233 shares; 2025Q4: 5,066 shares; 2026Q1: 3,253 shares 3,253 $344K 0.02% -1,813 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,452 shares 4,452 $334K 0.02% -412 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 1,387 shares; 2026Q1: 1,362 shares 1,362 $333K 0.02% -25 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $332K 0.02% 0 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: 65 shares; 2024Q4: 3,810 shares; 2025Q1: 3,910 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 4,385 shares; 2026Q1: 3,810 shares 3,810 $330K 0.02% -575 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 8,128 shares; 2025Q1: 8,128 shares; 2025Q2: 5,756 shares; 2025Q3: 5,588 shares; 2025Q4: 5,489 shares; 2026Q1: 5,409 shares 5,409 $328K 0.02% -80 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 6,703 shares; 2026Q1: 8,064 shares 8,064 $327K 0.02% +1,361 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 9,011 shares; 2025Q1: 7,887 shares; 2025Q2: 5,934 shares; 2025Q3: 7,732 shares; 2025Q4: 7,732 shares; 2026Q1: 8,950 shares 8,950 $326K 0.02% +1,218 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: 2,207 shares; 2024Q4: 2,243 shares; 2025Q1: 9,497 shares; 2025Q2: 11,459 shares; 2025Q3: 3,971 shares; 2025Q4: 3,590 shares; 2026Q1: 3,936 shares 3,936 $323K 0.02% +346 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: 462 shares; 2024Q4: 506 shares; 2025Q1: 561 shares; 2025Q2: 621 shares; 2025Q3: 677 shares; 2025Q4: 434 shares; 2026Q1: 416 shares 416 $322K 0.02% -18 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,847 shares; 2024Q4: 31,785 shares; 2025Q1: 41,400 shares; 2025Q2: 49,631 shares; 2025Q3: 44,245 shares; 2025Q4: 53,284 shares; 2026Q1: 12,481 shares 12,481 $320K 0.02% -40,803 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: 249 shares; 2024Q4: 267 shares; 2025Q1: 140 shares; 2025Q2: 692 shares; 2025Q3: 357 shares; 2025Q4: 1,313 shares; 2026Q1: 1,495 shares 1,495 $319K 0.02% +182 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $318K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 5,008 shares; 2026Q1: 3,812 shares 3,812 $314K 0.02% -1,196 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,362 shares; 2025Q1: 3,356 shares; 2025Q2: 2,753 shares; 2025Q3: 2,852 shares; 2025Q4: 2,725 shares; 2026Q1: 3,153 shares 3,153 $312K 0.02% +428 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: 900 shares; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 979 shares; 2025Q3: 982 shares; 2025Q4: 952 shares; 2026Q1: 873 shares 873 $312K 0.02% -79 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: 3,564 shares; 2024Q4: 3,509 shares; 2025Q1: 3,540 shares; 2025Q2: 3,541 shares; 2025Q3: 4,902 shares; 2025Q4: 3,670 shares; 2026Q1: 3,663 shares 3,663 $312K 0.02% -7 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 856 shares; 2026Q1: 1,189 shares 1,189 $310K 0.02% +333 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 668 shares 668 $308K 0.02% -12 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 3,408 shares; 2025Q3: 2,497 shares; 2025Q4: 2,799 shares; 2026Q1: 2,607 shares 2,607 $302K 0.02% -192 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 4,043 shares; 2025Q1: 4,043 shares; 2025Q2: 3,014 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,580 shares 2,580 $296K 0.02% -201 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,768 shares 1,768 $291K 0.02% +117 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,522 shares; 2025Q1: 6,522 shares; 2025Q2: 6,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares; 2026Q1: 6,522 shares 6,522 $289K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,337 shares; 2025Q3: 3,349 shares; 2025Q4: 3,635 shares; 2026Q1: 3,641 shares 3,641 $289K 0.02% +6 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,086 shares; 2025Q1: 1,769 shares; 2025Q2: 1,666 shares; 2025Q3: 1,667 shares; 2025Q4: 1,692 shares; 2026Q1: 1,668 shares 1,668 $288K 0.02% -24 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,084 shares; 2025Q3: 6,084 shares; 2025Q4: 6,084 shares; 2026Q1: 6,084 shares 6,084 $284K 0.02% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 1,346 shares; 2025Q3: 1,651 shares; 2025Q4: 1,859 shares; 2026Q1: 1,730 shares 1,730 $284K 0.02% -129 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 794 shares; 2025Q2: 814 shares; 2025Q3: 801 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $283K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,360 shares; 2025Q3: 1,984 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares 1,322 $274K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,877 shares; 2025Q1: 4,873 shares; 2025Q2: 5,611 shares; 2025Q3: 5,176 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares 5,176 $273K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 1,254 shares 1,254 $272K 0.02% +333 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: 827 shares; 2024Q4: 832 shares; 2025Q1: 836 shares; 2025Q2: 1,940 shares; 2025Q3: 1,944 shares; 2025Q4: 1,949 shares; 2026Q1: 1,853 shares 1,853 $270K 0.02% -96 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: 1,610 shares; 2024Q4: 1,593 shares; 2025Q1: 1,762 shares; 2025Q2: 2,181 shares; 2025Q3: 2,351 shares; 2025Q4: 4,988 shares; 2026Q1: 5,409 shares 5,409 $270K 0.02% +421 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: 2,580 shares; 2024Q4: 2,240 shares; 2025Q1: 2,526 shares; 2025Q2: 2,721 shares; 2025Q3: 3,044 shares; 2025Q4: 3,185 shares; 2026Q1: 3,891 shares 3,891 $268K 0.02% +706 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: 957 shares; 2024Q4: 957 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $264K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,705 shares 1,705 $260K 0.02% -191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,640 shares 3,640 $259K 0.02% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,088 shares; 2025Q1: 2,093 shares; 2025Q2: 2,102 shares; 2025Q3: 2,108 shares; 2025Q4: 2,113 shares; 2026Q1: 2,122 shares 2,122 $257K 0.02% +9 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 11,386 shares; 2025Q1: 11,786 shares; 2025Q2: 11,386 shares; 2025Q3: 11,486 shares; 2025Q4: 11,486 shares; 2026Q1: 11,486 shares 11,486 $256K 0.02% 0 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,923 shares; 2025Q3: 5,447 shares; 2025Q4: 5,447 shares; 2026Q1: 5,071 shares 5,071 $253K 0.02% -376 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 450 shares; 2025Q1: 440 shares; 2025Q2: 467 shares; 2025Q3: 463 shares; 2025Q4: 3,005 shares; 2026Q1: 2,402 shares 2,402 $251K 0.02% -603 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,305 shares; 2026Q1: 1,143 shares 1,143 $246K 0.02% -162 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: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,123 shares; 2025Q2: 2,238 shares; 2025Q3: 2,162 shares; 2025Q4: 2,161 shares; 2026Q1: 2,107 shares 2,107 $244K 0.02% -54 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares 2,136 $243K 0.02% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,056 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares; 2026Q1: 3,244 shares 3,244 $242K 0.02% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,446 shares; 2026Q1: 1,112 shares 1,112 $241K 0.02% -1,334 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 639 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 552 shares 552 $241K 0.02% -3 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,196 shares; 2024Q4: 49,817 shares; 2025Q1: 59,817 shares; 2025Q2: 59,817 shares; 2025Q3: 59,817 shares; 2025Q4: 49,817 shares; 2026Q1: 43,507 shares 43,507 $240K 0.02% -6,310 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,712 shares; 2025Q1: 1,505 shares; 2025Q2: 1,363 shares; 2025Q3: 1,337 shares; 2025Q4: 1,178 shares; 2026Q1: 1,173 shares 1,173 $239K 0.02% -5 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: 8,505 shares; 2024Q4: 6,944 shares; 2025Q1: 7,188 shares; 2025Q2: 7,126 shares; 2025Q3: 7,425 shares; 2025Q4: 8,415 shares; 2026Q1: 8,297 shares 8,297 $238K 0.02% -118 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: 860 shares; 2024Q4: 1,011 shares; 2025Q1: 965 shares; 2025Q2: 987 shares; 2025Q3: 739 shares; 2025Q4: 587 shares; 2026Q1: 612 shares 612 $235K 0.02% +25 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 6,752 shares; 2025Q1: 6,716 shares; 2025Q2: 12,148 shares; 2025Q3: 9,716 shares; 2025Q4: 8,776 shares; 2026Q1: 7,230 shares 7,230 $234K 0.02% -1,546 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: not reported; 2026Q1: 1,069 shares 1,069 $228K 0.01% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,169 shares; 2025Q4: 1,676 shares; 2026Q1: 707 shares 707 $228K 0.01% -969 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $227K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 861 shares; 2025Q1: 881 shares; 2025Q2: 1,084 shares; 2025Q3: 939 shares; 2025Q4: 1,980 shares; 2026Q1: 3,697 shares 3,697 $226K 0.01% +1,717 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: 7,633 shares; 2024Q4: 8,188 shares; 2025Q1: 7,432 shares; 2025Q2: 7,509 shares; 2025Q3: 8,921 shares; 2025Q4: 7,684 shares; 2026Q1: 7,733 shares 7,733 $226K 0.01% +49 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: 307 shares; 2025Q2: 844 shares; 2025Q3: 751 shares; 2025Q4: 753 shares; 2026Q1: 754 shares 754 $225K 0.01% +1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,897 shares 1,897 $225K 0.01% new 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: 266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,747 shares; 2026Q1: 9,172 shares 9,172 $223K 0.01% -7,575 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,913 shares 4,913 $223K 0.01% new 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: 1,104 shares; 2024Q4: 764 shares; 2025Q1: 590 shares; 2025Q2: 944 shares; 2025Q3: 830 shares; 2025Q4: 1,340 shares; 2026Q1: 849 shares 849 $222K 0.01% -491 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,266 shares; 2025Q1: 3,356 shares; 2025Q2: 3,361 shares; 2025Q3: 3,294 shares; 2025Q4: 3,387 shares; 2026Q1: 3,388 shares 3,388 $221K 0.01% +1 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: 3,220 shares; 2024Q4: 2,775 shares; 2025Q1: 3,501 shares; 2025Q2: 3,418 shares; 2025Q3: 2,775 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $221K 0.01% 0 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: 4,495 shares; 2025Q1: not reported; 2025Q2: 6,201 shares; 2025Q3: 4,568 shares; 2025Q4: not reported; 2026Q1: 5,720 shares 5,720 $220K 0.01% new 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: 4,414 shares; 2024Q4: 8,691 shares; 2025Q1: 8,666 shares; 2025Q2: 4,361 shares; 2025Q3: 4,501 shares; 2025Q4: 5,628 shares; 2026Q1: 2,196 shares 2,196 $218K 0.01% -3,432 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $218K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,277 shares 1,277 $216K 0.01% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 550 shares; 2026Q1: 540 shares 540 $215K 0.01% -10 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: 3,529 shares; 2025Q4: not reported; 2026Q1: 2,132 shares 2,132 $215K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: 1,163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,026 shares 1,026 $211K 0.01% -24 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: 610 shares; 2024Q4: 848 shares; 2025Q1: 783 shares; 2025Q2: 2,151 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares; 2026Q1: 2,282 shares 2,282 $209K 0.01% +431 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,174 shares; 2025Q3: 8,174 shares; 2025Q4: 8,174 shares; 2026Q1: 8,174 shares 8,174 $208K 0.01% 0 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: 31,613 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,388 shares; 2026Q1: 4,680 shares 4,680 $207K 0.01% -1,708 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,567 shares 3,567 $201K 0.01% new Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $200K 0.01% 0 Timeline REGL 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: 1,572 shares; 2024Q4: 1,516 shares; 2025Q1: 1,532 shares; 2025Q2: 1,622 shares; 2025Q3: 1,787 shares; 2025Q4: 1,840 shares; 2026Q1: 2,277 shares 2,277 $197K 0.01% +437 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 5,230 shares; 2025Q1: 7,072 shares; 2025Q2: 7,698 shares; 2025Q3: 4,996 shares; 2025Q4: 4,857 shares; 2026Q1: 3,988 shares 3,988 $195K 0.01% -869 Timeline VEGN 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: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares 3,397 $192K 0.01% 0 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: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $188K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,989 shares; 2025Q4: 3,989 shares; 2026Q1: 3,989 shares 3,989 $186K 0.01% 0 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: 721 shares; 2024Q4: 776 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 901 shares; 2026Q1: 948 shares 948 $182K 0.01% +47 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 3,677 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares 3,677 $178K 0.01% 0 Timeline FCOM 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: 363 shares; 2025Q3: not reported; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares 2,547 $174K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares; 2026Q1: 1,013 shares 1,013 $171K 0.01% +451 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 779 shares 779 $162K 0.01% -101 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 1,542 shares; 2025Q1: 1,638 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338 $161K 0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 5,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,178 shares 3,178 $159K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 501 shares 501 $156K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 2,876 shares; 2025Q1: 3,467 shares; 2025Q2: 5,133 shares; 2025Q3: 5,098 shares; 2025Q4: 9,700 shares; 2026Q1: 4,574 shares 4,574 $151K 0.01% -5,126 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is 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: 20,142 shares 20,142 $147K 0.01% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares 1,736 $145K 0.01% 0 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $139K 0.01% 0 Timeline FTNY 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: 17,106 shares; 2026Q1: 17,106 shares 17,106 $133K 0.01% 0 Timeline PBW 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: 6,469 shares; 2024Q4: 4,894 shares; 2025Q1: 6,299 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 3,589 shares; 2026Q1: 3,980 shares 3,980 $126K 0.01% +391 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778 $125K 0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $124K 0.01% 0 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: 1,334 shares; 2024Q4: 2,057 shares; 2025Q1: 1,346 shares; 2025Q2: 1,401 shares; 2025Q3: 1,436 shares; 2025Q4: 4,377 shares; 2026Q1: 1,283 shares 1,283 $122K 0.01% -3,094 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: 331 shares; 2024Q4: 373 shares; 2025Q1: 743 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 1,197 shares 1,197 $116K 0.01% +447 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,246 shares; 2026Q1: 16,454 shares 16,454 $114K 0.01% +208 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $112K 0.01% 0 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $111K 0.01% new Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 1,907 shares; 2025Q3: 1,849 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares 1,714 $109K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 3,625 shares; 2025Q1: 3,416 shares; 2025Q2: 3,434 shares; 2025Q3: 3,451 shares; 2025Q4: 3,470 shares; 2026Q1: 3,520 shares 3,520 $107K 0.01% +50 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares 2,573 $103K 0.01% 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: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 1,875 shares 1,875 $103K 0.01% -775 Timeline VTHR 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: 300 shares; 2024Q4: 290 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 334 shares; 2025Q4: 355 shares; 2026Q1: 334 shares 334 $96.1K 0.01% -21 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 540 shares; 2025Q1: 2,118 shares; 2025Q2: 2,639 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 748 shares 748 $95.8K 0.01% -1,578 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 906 shares; 2025Q2: 737 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 252 shares 252 $93.5K 0.01% -7 Timeline FSTA 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: 119 shares; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares 1,723 $90.2K 0.01% 0 Timeline VPL 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: 154 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 914 shares; 2026Q1: 914 shares 914 $89.3K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 997 shares; 2025Q1: 700 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $87.1K 0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,222 shares; 2025Q1: 911 shares; 2025Q2: 1,215 shares; 2025Q3: 2,442 shares; 2025Q4: 1,884 shares; 2026Q1: 1,877 shares 1,877 $87K 0.01% -7 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 943 shares 943 $86.2K 0.01% +12 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: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares 1,052 $83.1K 0.01% 0 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: 2,941 shares; 2025Q1: 2,479 shares; 2025Q2: 1,844 shares; 2025Q3: 1,265 shares; 2025Q4: 1,062 shares; 2026Q1: 886 shares 886 $81.2K 0.01% -176 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 3,683 shares; 2026Q1: 3,683 shares 3,683 $80.8K 0.01% 0 Timeline ACWX 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: 361 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 1,861 shares; 2026Q1: 1,146 shares 1,146 $78.5K 0.01% -715 Timeline SMOG 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: 563 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563 $78.1K 0.01% 0 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: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares 1,907 $74.1K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875 $74K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,297 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $73.6K <0.01% 0 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: 2,806 shares; 2025Q1: 735 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,209 shares; 2026Q1: 750 shares 750 $73.4K <0.01% -459 Timeline RSPG 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: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $72.1K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 409 shares; 2025Q1: 883 shares; 2025Q2: 895 shares; 2025Q3: 991 shares; 2025Q4: 992 shares; 2026Q1: 710 shares 710 $71.2K <0.01% -282 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: 728 shares; 2024Q4: 412 shares; 2025Q1: 345 shares; 2025Q2: 485 shares; 2025Q3: 493 shares; 2025Q4: 506 shares; 2026Q1: 511 shares 511 $70.7K <0.01% +5 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $68.8K <0.01% 0 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: 479 shares; 2025Q1: 8,544 shares; 2025Q2: 12,842 shares; 2025Q3: 8,464 shares; 2025Q4: 5,280 shares; 2026Q1: 2,727 shares 2,727 $67.9K <0.01% -2,553 Timeline SCHJ 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: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: 2,686 shares 2,686 $66.4K <0.01% 0 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: 49 shares; 2024Q4: 5,163 shares; 2025Q1: 275 shares; 2025Q2: 273 shares; 2025Q3: 958 shares; 2025Q4: 679 shares; 2026Q1: 884 shares 884 $65.1K <0.01% +205 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $65K <0.01% 0 Timeline HEZU 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: 119 shares; 2025Q3: not reported; 2025Q4: 1,816 shares; 2026Q1: 1,443 shares 1,443 $63.1K <0.01% -373 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $62.1K <0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 2,083 shares; 2025Q4: 2,089 shares; 2026Q1: 2,094 shares 2,094 $61.8K <0.01% +5 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 432 shares; 2025Q1: 1,340 shares; 2025Q2: 994 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $61.4K <0.01% 0 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: not reported; 2026Q1: 1,345 shares 1,345 $61.3K <0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares 512 $61.2K <0.01% new 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: 65 shares; 2024Q4: 173 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 816 shares 816 $55.1K <0.01% +751 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM 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: 20,000 shares; 2026Q1: 16,000 shares 16,000 $54.6K <0.01% -4,000 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 40 shares; 2025Q1: 20 shares; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $52.6K <0.01% 0 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: 2,588 shares; 2024Q4: 2,815 shares; 2025Q1: 4,151 shares; 2025Q2: 3,465 shares; 2025Q3: 2,179 shares; 2025Q4: 2,290 shares; 2026Q1: 2,179 shares 2,179 $50.8K <0.01% -111 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: 1,565 shares; 2024Q4: 1,316 shares; 2025Q1: 1,244 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $50.1K <0.01% 0 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: 8 shares; 2024Q4: 175 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 284 shares; 2025Q4: 705 shares; 2026Q1: 526 shares 526 $49.9K <0.01% -179 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 519 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 436 shares; 2026Q1: 386 shares 386 $49.3K <0.01% -50 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: 268 shares; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225 $48.9K <0.01% new 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: 600 shares; 2025Q1: 509 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $46K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 255 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $42.7K <0.01% 0 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: not reported; 2026Q1: 383 shares 383 $41.9K <0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $40.9K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,601 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 959 shares; 2025Q4: 1,488 shares; 2026Q1: 1,347 shares 1,347 $40.8K <0.01% -141 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 171 shares 171 $40.5K <0.01% -75 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 583 shares; 2025Q1: 1,018 shares; 2025Q2: 590 shares; 2025Q3: 490 shares; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $39.4K <0.01% 0 Timeline DXJ 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: 40 shares; 2025Q2: 309 shares; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $39.2K <0.01% 0 Timeline EWL 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: 664 shares 664 $39K <0.01% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 5,205 shares; 2025Q1: 7,508 shares; 2025Q2: 4,281 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $36.4K <0.01% 0 Timeline EFRA 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: 1,041 shares; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $35.8K <0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 330 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $35.6K <0.01% 0 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $33.4K <0.01% 0 PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 421 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 725 shares; 2025Q4: 1,030 shares; 2026Q1: 725 shares 725 $33.3K <0.01% -305 Timeline SCYB 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: 142 shares; 2025Q2: 1,066 shares; 2025Q3: 444 shares; 2025Q4: 2,074 shares; 2026Q1: 1,263 shares 1,263 $32.8K <0.01% -811 Timeline FDIS 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: 397 shares; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 343 shares 343 $32K <0.01% -832 Timeline RYLD 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: 6,666 shares; 2024Q4: 7,575 shares; 2025Q1: 11,721 shares; 2025Q2: 9,860 shares; 2025Q3: 6,244 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares 2,098 $31.4K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 4,203 shares; 2025Q1: 4,173 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 750 shares; 2026Q1: 410 shares 410 $30.5K <0.01% -340 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 1,009 shares; 2025Q1: 598 shares; 2025Q2: 619 shares; 2025Q3: 632 shares; 2025Q4: 668 shares; 2026Q1: 668 shares 668 $30.4K <0.01% 0 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: 24 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $30.3K <0.01% 0 Timeline VAW 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: 124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $30K <0.01% new Timeline ERTH 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: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares 631 $29.9K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $29.1K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 128 shares 128 $28.7K <0.01% +74 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: 938 shares; 2024Q4: 711 shares; 2025Q1: not reported; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 564 shares; 2026Q1: 538 shares 538 $27.3K <0.01% -26 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $26.6K <0.01% new Timeline DVYE 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: 3,573 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770 $26.5K <0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $25.3K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 880 shares; 2025Q3: 1,212 shares; 2025Q4: 768 shares; 2026Q1: 864 shares 864 $25.2K <0.01% +96 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $25.1K <0.01% 0 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: 116 shares; 2024Q4: 125 shares; 2025Q1: 14 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 100 shares; 2026Q1: 211 shares 211 $25K <0.01% +111 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 174 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $24.5K <0.01% 0 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: 71 shares; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 257 shares; 2025Q4: 258 shares; 2026Q1: 214 shares 214 $24.2K <0.01% -44 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 716 shares 716 $24.1K <0.01% -75 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $23.8K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 380 shares; 2025Q1: 43 shares; 2025Q2: 159 shares; 2025Q3: 164 shares; 2025Q4: 170 shares; 2026Q1: 176 shares 176 $23.4K <0.01% +6 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $23.3K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 456 shares; 2025Q4: 916 shares; 2026Q1: 456 shares 456 $21.7K <0.01% -460 Timeline SLVP 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: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $21.3K <0.01% new 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: not reported; 2026Q1: 388 shares 388 $21.3K <0.01% new 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: 155 shares; 2024Q4: 301 shares; 2025Q1: 213 shares; 2025Q2: 515 shares; 2025Q3: 348 shares; 2025Q4: 389 shares; 2026Q1: 213 shares 213 $19.8K <0.01% -176 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 1,961 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $19.3K <0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 572 shares; 2025Q1: 558 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 558 shares 558 $18.9K <0.01% -96 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $18.6K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 105 shares; 2026Q1: 106 shares 106 $18.3K <0.01% +1 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: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $17.5K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,007 shares; 2025Q1: 2,802 shares; 2025Q2: 1,481 shares; 2025Q3: 160 shares; 2025Q4: 421 shares; 2026Q1: 370 shares 370 $17K <0.01% -51 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $16.5K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 537 shares; 2025Q1: 1,594 shares; 2025Q2: 3,245 shares; 2025Q3: 887 shares; 2025Q4: 10,938 shares; 2026Q1: 748 shares 748 $16.1K <0.01% -10,190 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,846 shares; 2025Q2: 2,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares 371 $15.6K <0.01% new 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: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 133 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $15.1K <0.01% 0 Timeline SCHC 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: 317 shares; 2024Q4: 367 shares; 2025Q1: 154 shares; 2025Q2: 1,290 shares; 2025Q3: 1,106 shares; 2025Q4: 623 shares; 2026Q1: 305 shares 305 $14.3K <0.01% -318 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: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 80 shares; 2026Q1: 107 shares 107 $14.3K <0.01% +27 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $14K <0.01% 0 Timeline EDV 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $13K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $12.9K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 337 shares; 2025Q3: 338 shares; 2025Q4: 339 shares; 2026Q1: 405 shares 405 $12.7K <0.01% +66 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251 $12.2K <0.01% new Timeline WELLS FARGO & CO 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $11.6K <0.01% 0 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: 1,686 shares; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 676 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $11.4K <0.01% 0 Timeline VEGI 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: 310 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $11.3K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 129 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 129 shares 129 $10.1K <0.01% -8 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: 166 shares; 2024Q4: 683 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 94 shares 94 $9.4K <0.01% -72 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 292 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $9.3K <0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.01K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.85K <0.01% 0 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: 90 shares; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $8.78K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 2,680 shares; 2025Q1: 4,043 shares; 2025Q2: 3,337 shares; 2025Q3: 2,217 shares; 2025Q4: 3,757 shares; 2026Q1: 324 shares 324 $8.62K <0.01% -3,433 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $7.92K <0.01% 0 Timeline FQAL 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: 98 shares; 2026Q1: 99 shares 99 $7.15K <0.01% +1 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $6.94K <0.01% 0 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: 251 shares; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $6.82K <0.01% 0 Timeline XOP 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: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $6.37K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $6K <0.01% 0 Timeline PICK 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $6K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 49 shares 49 $5.92K <0.01% -49 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $5.22K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $4.6K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 367 shares; 2025Q1: 111 shares; 2025Q2: 3,558 shares; 2025Q3: 166 shares; 2025Q4: 1,513 shares; 2026Q1: 116 shares 116 $4.44K <0.01% -1,397 Timeline FDMO 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: 55 shares 55 $4.38K <0.01% new Timeline EBND 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: 115 shares; 2025Q1: 88 shares; 2025Q2: 1,618 shares; 2025Q3: 1,614 shares; 2025Q4: 203 shares; 2026Q1: 201 shares 201 $4.15K <0.01% -2 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 728 shares 728 $4.08K <0.01% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $4K <0.01% 0 Timeline RSPH 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: 124 shares; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $3.8K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 60 shares; 2025Q1: 53 shares; 2025Q2: 78 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.61K <0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $3.56K <0.01% new Timeline IPAC 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: 521 shares; 2025Q1: 389 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $3.38K <0.01% 0 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: 31 shares; 2024Q4: 136 shares; 2025Q1: 166 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $3.11K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.84K <0.01% 0 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: 8 shares; 2026Q1: 45 shares 45 $2.82K <0.01% +37 Timeline XTL 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: 15 shares 15 $2.82K <0.01% new Timeline EQRR 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: not reported; 2026Q1: 40 shares 40 $2.78K <0.01% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 76 shares 76 $2.76K <0.01% +76 Timeline RSPT 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: 60 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.72K <0.01% 0 Timeline AFK 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: 782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103 $2.65K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 183 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 211 shares; 2025Q4: 795 shares; 2026Q1: 101 shares 101 $2.32K <0.01% -694 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $2.32K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 190 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.3K <0.01% 0 Timeline BLV 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: 319 shares; 2024Q4: 319 shares; 2025Q1: 473 shares; 2025Q2: 427 shares; 2025Q3: 319 shares; 2025Q4: 343 shares; 2026Q1: 24 shares 24 $1.65K <0.01% -319 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 257 shares; 2025Q1: 4,567 shares; 2025Q2: 4,592 shares; 2025Q3: 1,456 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $1.64K <0.01% 0 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $1.64K <0.01% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $1.63K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $1.19K <0.01% 0 Timeline DLS 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: 14 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $1.14K <0.01% 0 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: 8 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $628 <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 206 shares; 2025Q2: 36 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $470 <0.01% 0 Timeline IHF 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 shares; 2026Q1: 6 shares 6 $252 <0.01% +3 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 26,890 shares 26,890 $189 <0.01% new RSPU 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: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $168 <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: not reported; 2026Q1: 5 shares 5 $156 <0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 1 shares; 2025Q2: 362 shares; 2025Q3: 677 shares; 2025Q4: 316 shares; 2026Q1: 1 shares 1 $83 <0.01% -315 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $54 <0.01% 0 Timeline