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: restricted; 2024Q4: 453,500 shares; 2025Q1: 457,046 shares; 2025Q2: 457,031 shares; 2025Q3: 431,306 shares; 2025Q4: 501,324 shares; 2026Q1: 586,809 shares 586,809 $86.9M 10.83% +85,485 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: restricted; 2024Q4: 133,363 shares; 2025Q1: 131,526 shares; 2025Q2: 130,095 shares; 2025Q3: 129,192 shares; 2025Q4: 141,720 shares; 2026Q1: 166,095 shares 166,095 $72.5M 9.04% +24,375 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,437,352 shares; 2025Q1: 1,505,302 shares; 2025Q2: 1,515,751 shares; 2025Q3: 1,364,506 shares; 2025Q4: 1,890,344 shares; 2026Q1: 2,021,349 shares 2,021,349 $59.6M 7.43% +131,005 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,841,364 shares; 2025Q1: 1,907,867 shares; 2025Q2: 1,480,409 shares; 2025Q3: 1,984,889 shares; 2025Q4: 1,359,660 shares; 2026Q1: 1,022,776 shares 1,022,776 $51.5M 6.42% -336,884 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: restricted; 2024Q4: 284,139 shares; 2025Q1: 289,633 shares; 2025Q2: 287,130 shares; 2025Q3: 274,441 shares; 2025Q4: 270,583 shares; 2026Q1: 265,574 shares 265,574 $48.9M 6.1% -5,009 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: restricted; 2024Q4: 201,587 shares; 2025Q1: 201,269 shares; 2025Q2: 205,477 shares; 2025Q3: 202,312 shares; 2025Q4: 204,103 shares; 2026Q1: 201,337 shares 201,337 $43.8M 5.46% -2,766 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 398,888 shares; 2025Q1: 496,248 shares; 2025Q2: 517,250 shares; 2025Q3: 323,608 shares; 2025Q4: 653,722 shares; 2026Q1: 766,123 shares 766,123 $34.6M 4.31% +112,401 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435,635 shares; 2025Q3: not reported; 2025Q4: 499,926 shares; 2026Q1: 563,343 shares 563,343 $29.2M 3.64% +63,417 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: restricted; 2024Q4: 2,208 shares; 2025Q1: 2,183 shares; 2025Q2: 4,664 shares; 2025Q3: 2,179 shares; 2025Q4: 66,971 shares; 2026Q1: 86,202 shares 86,202 $22.6M 2.81% +19,231 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: restricted; 2024Q4: 231,145 shares; 2025Q1: 234,633 shares; 2025Q2: 231,924 shares; 2025Q3: 224,362 shares; 2025Q4: 124,858 shares; 2026Q1: 100,092 shares 100,092 $21.7M 2.71% -24,766 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 501,314 shares; 2025Q1: 547,798 shares; 2025Q2: 566,484 shares; 2025Q3: 444,087 shares; 2025Q4: 602,939 shares; 2026Q1: 663,121 shares 663,121 $20.6M 2.56% +60,182 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414,101 shares; 2025Q1: 412,258 shares; 2025Q2: 422,450 shares; 2025Q3: 424,638 shares; 2025Q4: 408,340 shares; 2026Q1: 395,648 shares 395,648 $19.7M 2.46% -12,692 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: restricted; 2024Q4: 8,997 shares; 2025Q1: 8,864 shares; 2025Q2: 9,221 shares; 2025Q3: 9,249 shares; 2025Q4: 39,238 shares; 2026Q1: 73,754 shares 73,754 $19M 2.37% +34,516 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: restricted; 2024Q4: 187,998 shares; 2025Q1: 185,774 shares; 2025Q2: 189,829 shares; 2025Q3: 191,293 shares; 2025Q4: 186,576 shares; 2026Q1: 179,131 shares 179,131 $18.4M 2.29% -7,445 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: restricted; 2024Q4: 265,167 shares; 2025Q1: 300,562 shares; 2025Q2: 300,872 shares; 2025Q3: 244,174 shares; 2025Q4: 241,481 shares; 2026Q1: 182,728 shares 182,728 $18.4M 2.29% -58,753 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565,590 shares; 2025Q1: 545,888 shares; 2025Q2: 536,296 shares; 2025Q3: 569,290 shares; 2025Q4: 491,618 shares; 2026Q1: 300,108 shares 300,108 $17M 2.12% -191,510 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: restricted; 2024Q4: 275,590 shares; 2025Q1: 267,069 shares; 2025Q2: 272,450 shares; 2025Q3: 286,257 shares; 2025Q4: 250,812 shares; 2026Q1: 167,415 shares 167,415 $16.4M 2.04% -83,397 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,636 shares; 2025Q1: 112,632 shares; 2025Q2: 111,949 shares; 2025Q3: 111,503 shares; 2025Q4: 63,047 shares; 2026Q1: 50,068 shares 50,068 $15.1M 1.89% -12,979 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: restricted; 2024Q4: 57,268 shares; 2025Q1: 56,736 shares; 2025Q2: 57,546 shares; 2025Q3: 58,872 shares; 2025Q4: 55,488 shares; 2026Q1: 55,327 shares 55,327 $14M 1.75% -161 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,692 shares; 2025Q1: 102,601 shares; 2025Q2: 103,557 shares; 2025Q3: 98,375 shares; 2025Q4: 113,109 shares; 2026Q1: 118,365 shares 118,365 $11M 1.37% +5,256 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: restricted; 2024Q4: 60,010 shares; 2025Q1: 59,899 shares; 2025Q2: 59,813 shares; 2025Q3: 60,463 shares; 2025Q4: 53,989 shares; 2026Q1: 53,046 shares 53,046 $7.73M 0.96% -943 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,005 shares; 2025Q1: 65,000 shares; 2025Q2: 65,000 shares; 2025Q3: 75,005 shares; 2025Q4: 65,000 shares; 2026Q1: 65,000 shares 65,000 $5.43M 0.68% 0 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: restricted; 2024Q4: 6,857 shares; 2025Q1: 7,526 shares; 2025Q2: 8,637 shares; 2025Q3: 6,180 shares; 2025Q4: 11,247 shares; 2026Q1: 12,354 shares 12,354 $5.32M 0.66% +1,107 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,985 shares; 2025Q1: 96,028 shares; 2025Q2: 93,084 shares; 2025Q3: 97,986 shares; 2025Q4: 87,539 shares; 2026Q1: 85,247 shares 85,247 $4.48M 0.56% -2,292 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: restricted; 2024Q4: 14,095 shares; 2025Q1: 14,351 shares; 2025Q2: 13,348 shares; 2025Q3: 14,095 shares; 2025Q4: 16,726 shares; 2026Q1: 15,503 shares 15,503 $4.45M 0.55% -1,223 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,258 shares; 2025Q1: 33,258 shares; 2025Q2: 33,213 shares; 2025Q3: 36,258 shares; 2025Q4: 32,845 shares; 2026Q1: 32,875 shares 32,875 $4.27M 0.53% +30 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: restricted; 2024Q4: 28,567 shares; 2025Q1: 28,514 shares; 2025Q2: 28,312 shares; 2025Q3: 29,162 shares; 2025Q4: 27,974 shares; 2026Q1: 27,241 shares 27,241 $3.93M 0.49% -733 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: restricted; 2024Q4: 7,087 shares; 2025Q1: 6,597 shares; 2025Q2: 6,059 shares; 2025Q3: 6,556 shares; 2025Q4: 5,955 shares; 2026Q1: 5,656 shares 5,656 $3.68M 0.46% -299 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: restricted; 2024Q4: 10,248 shares; 2025Q1: 11,049 shares; 2025Q2: 13,816 shares; 2025Q3: 10,248 shares; 2025Q4: 14,267 shares; 2026Q1: 17,406 shares 17,406 $3.63M 0.45% +3,139 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,089 shares; 2025Q1: 57,604 shares; 2025Q2: 57,239 shares; 2025Q3: 55,933 shares; 2025Q4: 67,819 shares; 2026Q1: 74,403 shares 74,403 $3.55M 0.44% +6,584 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: restricted; 2024Q4: 8,920 shares; 2025Q1: 8,935 shares; 2025Q2: 7,908 shares; 2025Q3: 8,920 shares; 2025Q4: 7,908 shares; 2026Q1: 7,079 shares 7,079 $3.54M 0.44% -829 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,438 shares; 2025Q2: 34,219 shares; 2025Q3: not reported; 2025Q4: 87,712 shares; 2026Q1: 122,510 shares 122,510 $3.21M 0.4% +34,798 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: restricted; 2024Q4: 36,625 shares; 2025Q1: 36,637 shares; 2025Q2: 40,143 shares; 2025Q3: 29,837 shares; 2025Q4: 43,169 shares; 2026Q1: 47,044 shares 47,044 $3.01M 0.38% +3,875 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,223 shares; 2025Q1: 60,223 shares; 2025Q2: 58,053 shares; 2025Q3: 62,223 shares; 2025Q4: 56,458 shares; 2026Q1: 51,938 shares 51,938 $2.63M 0.33% -4,520 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,914 shares; 2025Q1: 133,914 shares; 2025Q2: 134,314 shares; 2025Q3: 135,914 shares; 2025Q4: 134,314 shares; 2026Q1: 134,364 shares 134,364 $2.54M 0.32% +50 Timeline WCMI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,057 shares; 2025Q3: not reported; 2025Q4: 29,038 shares; 2026Q1: 145,654 shares 145,654 $2.44M 0.3% +116,616 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: restricted; 2024Q4: 5,606 shares; 2025Q1: 5,873 shares; 2025Q2: 5,148 shares; 2025Q3: 5,620 shares; 2025Q4: 5,889 shares; 2026Q1: 6,562 shares 6,562 $2.43M 0.3% +673 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,504 shares; 2025Q1: 122,306 shares; 2025Q2: 121,238 shares; 2025Q3: 137,877 shares; 2025Q4: 107,563 shares; 2026Q1: 84,342 shares 84,342 $2.42M 0.3% -23,221 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: restricted; 2024Q4: 5,282 shares; 2025Q1: 5,283 shares; 2025Q2: 7,783 shares; 2025Q3: 5,312 shares; 2025Q4: 7,780 shares; 2026Q1: 8,121 shares 8,121 $2.33M 0.29% +341 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,964 shares; 2025Q1: 42,964 shares; 2025Q2: 42,964 shares; 2025Q3: 46,964 shares; 2025Q4: 43,714 shares; 2026Q1: 43,714 shares 43,714 $2.28M 0.28% 0 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,925 shares; 2026Q1: 60,110 shares 60,110 $2.26M 0.28% +11,185 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,758 shares; 2025Q1: 40,758 shares; 2025Q2: 40,758 shares; 2025Q3: 46,258 shares; 2025Q4: 41,508 shares; 2026Q1: 41,508 shares 41,508 $2.09M 0.26% 0 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: restricted; 2024Q4: 9,719 shares; 2025Q1: 10,868 shares; 2025Q2: 10,495 shares; 2025Q3: 9,625 shares; 2025Q4: 11,156 shares; 2026Q1: 10,954 shares 10,954 $1.91M 0.24% -202 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,665 shares; 2025Q1: 40,015 shares; 2025Q2: 45,365 shares; 2025Q3: 35,165 shares; 2025Q4: 40,445 shares; 2026Q1: 40,445 shares 40,445 $1.87M 0.23% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,692 shares; 2025Q1: 19,775 shares; 2025Q2: 19,886 shares; 2025Q3: 19,652 shares; 2025Q4: 20,089 shares; 2026Q1: 20,172 shares 20,172 $1.8M 0.22% +83 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: restricted; 2024Q4: 23,930 shares; 2025Q1: 21,422 shares; 2025Q2: 21,116 shares; 2025Q3: 21,876 shares; 2025Q4: 18,187 shares; 2026Q1: 18,069 shares 18,069 $1.71M 0.21% -118 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,190 shares; 2025Q1: 18,190 shares; 2025Q2: 18,190 shares; 2025Q3: 18,190 shares; 2025Q4: 18,190 shares; 2026Q1: 15,390 shares 15,390 $1.7M 0.21% -2,800 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: restricted; 2024Q4: 7,929 shares; 2025Q1: 7,929 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 7,810 shares; 2026Q1: 7,810 shares 7,810 $1.68M 0.21% 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: restricted; 2024Q4: 14,949 shares; 2025Q1: 14,924 shares; 2025Q2: 14,474 shares; 2025Q3: 14,967 shares; 2025Q4: 14,233 shares; 2026Q1: 14,233 shares 14,233 $1.61M 0.2% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,656 shares; 2025Q1: 2,640 shares; 2025Q2: 2,525 shares; 2025Q3: 3,252 shares; 2025Q4: 2,487 shares; 2026Q1: 2,443 shares 2,443 $1.6M 0.2% -44 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,272 shares; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 2,593 shares 2,593 $1.55M 0.19% -297 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: restricted; 2024Q4: 30,083 shares; 2025Q1: 26,300 shares; 2025Q2: 23,879 shares; 2025Q3: 34,179 shares; 2025Q4: 23,341 shares; 2026Q1: 22,599 shares 22,599 $1.54M 0.19% -742 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: restricted; 2024Q4: 2,914 shares; 2025Q1: 4,418 shares; 2025Q2: 4,537 shares; 2025Q3: 2,914 shares; 2025Q4: 4,976 shares; 2026Q1: 4,968 shares 4,968 $1.46M 0.18% -8 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: restricted; 2024Q4: 3,066 shares; 2025Q1: 3,064 shares; 2025Q2: 3,014 shares; 2025Q3: 3,266 shares; 2025Q4: 2,978 shares; 2026Q1: 2,945 shares 2,945 $1.41M 0.18% -33 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,036 shares; 2025Q1: 19,075 shares; 2025Q2: 19,111 shares; 2025Q3: 19,012 shares; 2025Q4: 19,217 shares; 2026Q1: 19,258 shares 19,258 $1.39M 0.17% +41 Timeline DES 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: restricted; 2024Q4: 43,720 shares; 2025Q1: 43,761 shares; 2025Q2: 41,250 shares; 2025Q3: 44,212 shares; 2025Q4: 38,805 shares; 2026Q1: 38,398 shares 38,398 $1.38M 0.17% -407 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: restricted; 2024Q4: 51,387 shares; 2025Q1: 64,031 shares; 2025Q2: 64,935 shares; 2025Q3: 52,377 shares; 2025Q4: 54,237 shares; 2026Q1: 49,062 shares 49,062 $1.38M 0.17% -5,175 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,863 shares; 2025Q1: 112,863 shares; 2025Q2: 112,863 shares; 2025Q3: 122,863 shares; 2025Q4: 112,863 shares; 2026Q1: 112,863 shares 112,863 $1.34M 0.17% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,616 shares; 2025Q1: 14,616 shares; 2025Q2: 14,651 shares; 2025Q3: 14,586 shares; 2025Q4: 14,688 shares; 2026Q1: 14,688 shares 14,688 $1.33M 0.17% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,054 shares; 2025Q1: 2,343 shares; 2025Q2: 2,345 shares; 2025Q3: 2,102 shares; 2025Q4: 2,348 shares; 2026Q1: 2,350 shares 2,350 $1.32M 0.16% +2 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: restricted; 2024Q4: 11,275 shares; 2025Q1: 11,763 shares; 2025Q2: 11,363 shares; 2025Q3: 11,275 shares; 2025Q4: 15,236 shares; 2026Q1: 15,236 shares 15,236 $1.22M 0.15% 0 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: restricted; 2024Q4: 6,091 shares; 2025Q1: 6,129 shares; 2025Q2: 6,092 shares; 2025Q3: 6,091 shares; 2025Q4: 6,221 shares; 2026Q1: 7,190 shares 7,190 $1.22M 0.15% +969 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,759 shares; 2025Q1: 45,331 shares; 2025Q2: 43,916 shares; 2025Q3: 52,091 shares; 2025Q4: 37,021 shares; 2026Q1: 27,254 shares 27,254 $1.19M 0.15% -9,767 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: restricted; 2024Q4: 2,296 shares; 2025Q1: 2,081 shares; 2025Q2: 2,071 shares; 2025Q3: 2,294 shares; 2025Q4: 2,156 shares; 2026Q1: 1,945 shares 1,945 $1.12M 0.14% -211 Timeline MGOV 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: restricted; 2024Q4: 89,423 shares; 2025Q1: 84,468 shares; 2025Q2: 81,868 shares; 2025Q3: 125,017 shares; 2025Q4: 65,060 shares; 2026Q1: 54,622 shares 54,622 $1.11M 0.14% -10,438 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: restricted; 2024Q4: 5,624 shares; 2025Q1: 5,624 shares; 2025Q2: 5,624 shares; 2025Q3: 5,629 shares; 2025Q4: 5,624 shares; 2026Q1: 5,624 shares 5,624 $1.1M 0.14% 0 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: restricted; 2024Q4: 8,629 shares; 2025Q1: 8,629 shares; 2025Q2: 8,594 shares; 2025Q3: 9,079 shares; 2025Q4: 7,619 shares; 2026Q1: 7,704 shares 7,704 $1.08M 0.13% +85 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: restricted; 2024Q4: 1,824 shares; 2025Q1: 3,600 shares; 2025Q2: 3,691 shares; 2025Q3: 1,824 shares; 2025Q4: 3,817 shares; 2026Q1: 3,758 shares 3,758 $1.08M 0.13% -59 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,936 shares; 2025Q1: 87,261 shares; 2025Q2: 74,361 shares; 2025Q3: 96,936 shares; 2025Q4: 50,011 shares; 2026Q1: 53,882 shares 53,882 $1.08M 0.13% +3,871 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: restricted; 2024Q4: 3,157 shares; 2025Q1: 3,157 shares; 2025Q2: 3,203 shares; 2025Q3: 3,262 shares; 2025Q4: 3,314 shares; 2026Q1: 3,275 shares 3,275 $990K 0.12% -39 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,978 shares; 2026Q1: 2,978 shares 2,978 $955K 0.12% 0 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: restricted; 2024Q4: 854 shares; 2025Q1: 914 shares; 2025Q2: 918 shares; 2025Q3: 847 shares; 2025Q4: 934 shares; 2026Q1: 954 shares 954 $951K 0.12% +20 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: restricted; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,195 shares; 2025Q3: 3,080 shares; 2025Q4: 3,120 shares; 2026Q1: 3,115 shares 3,115 $920K 0.11% -5 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: restricted; 2024Q4: 6,829 shares; 2025Q1: 6,178 shares; 2025Q2: 6,139 shares; 2025Q3: 6,759 shares; 2025Q4: 6,683 shares; 2026Q1: 7,259 shares 7,259 $902K 0.11% +576 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares; 2026Q1: 2,481 shares 2,481 $901K 0.11% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,257 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,257 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares 4,256 $899K 0.11% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,153 shares; 2025Q1: 10,153 shares; 2025Q2: 10,153 shares; 2025Q3: 10,153 shares; 2025Q4: 10,153 shares; 2026Q1: 10,153 shares 10,153 $895K 0.11% 0 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: restricted; 2024Q4: 479 shares; 2025Q1: 594 shares; 2025Q2: 656 shares; 2025Q3: 503 shares; 2025Q4: 1,015 shares; 2026Q1: 1,261 shares 1,261 $880K 0.11% +246 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: restricted; 2024Q4: 623 shares; 2025Q1: 676 shares; 2025Q2: 682 shares; 2025Q3: 599 shares; 2025Q4: 947 shares; 2026Q1: 949 shares 949 $873K 0.11% +2 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: restricted; 2024Q4: 4,444 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares 4,445 $863K 0.11% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: 2,665 shares 2,665 $836K 0.1% -150 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,384 shares; 2026Q1: 16,384 shares 16,384 $817K 0.1% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,248 shares; 2025Q1: 21,158 shares; 2025Q2: 22,945 shares; 2025Q3: 25,493 shares; 2025Q4: 45,013 shares; 2026Q1: 47,659 shares 47,659 $801K 0.1% +2,646 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: restricted; 2024Q4: 15,700 shares; 2025Q1: 15,700 shares; 2025Q2: 16,920 shares; 2025Q3: 15,700 shares; 2025Q4: 16,990 shares; 2026Q1: 16,990 shares 16,990 $781K 0.1% 0 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: restricted; 2024Q4: 6,347 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 6,347 shares; 2025Q4: 5,847 shares; 2026Q1: 5,697 shares 5,697 $773K 0.1% -150 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: restricted; 2024Q4: 772 shares; 2025Q1: 783 shares; 2025Q2: 858 shares; 2025Q3: 777 shares; 2025Q4: 1,683 shares; 2026Q1: 1,321 shares 1,321 $756K 0.09% -362 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: restricted; 2024Q4: 1,764 shares; 2025Q1: 1,974 shares; 2025Q2: 1,990 shares; 2025Q3: 2,279 shares; 2025Q4: 1,762 shares; 2026Q1: 1,862 shares 1,862 $692K 0.09% +100 Timeline MDYG 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: restricted; 2024Q4: 10,907 shares; 2025Q1: 7,637 shares; 2025Q2: 8,837 shares; 2025Q3: 7,637 shares; 2025Q4: 7,168 shares; 2026Q1: 7,168 shares 7,168 $688K 0.09% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,214 shares; 2025Q1: 15,120 shares; 2025Q2: 14,350 shares; 2025Q3: 15,354 shares; 2025Q4: 14,350 shares; 2026Q1: 14,350 shares 14,350 $675K 0.08% 0 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: restricted; 2024Q4: 631 shares; 2025Q1: 952 shares; 2025Q2: 904 shares; 2025Q3: 631 shares; 2025Q4: 932 shares; 2026Q1: 933 shares 933 $661K 0.08% +1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,001 shares; 2025Q1: 6,993 shares; 2025Q2: 6,993 shares; 2025Q3: 7,300 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares 7,116 $637K 0.08% 0 Timeline CAAA 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: restricted; 2024Q4: 32,759 shares; 2025Q1: 32,259 shares; 2025Q2: 32,259 shares; 2025Q3: 33,708 shares; 2025Q4: 30,393 shares; 2026Q1: 30,359 shares 30,359 $616K 0.08% -34 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: restricted; 2024Q4: not reported; 2025Q1: 3,738 shares; 2025Q2: 3,738 shares; 2025Q3: not reported; 2025Q4: 3,738 shares; 2026Q1: 3,738 shares 3,738 $615K 0.08% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,828 shares; 2025Q1: 35,495 shares; 2025Q2: 34,295 shares; 2025Q3: 39,630 shares; 2025Q4: 39,295 shares; 2026Q1: 30,570 shares 30,570 $610K 0.08% -8,725 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,644 shares; 2025Q1: 7,592 shares; 2025Q2: 7,592 shares; 2025Q3: 7,911 shares; 2025Q4: 6,317 shares; 2026Q1: 6,285 shares 6,285 $607K 0.08% -32 Timeline EMET 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,450 shares 14,450 $581K 0.07% new 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: restricted; 2024Q4: 8,169 shares; 2025Q1: 8,169 shares; 2025Q2: 8,180 shares; 2025Q3: 8,216 shares; 2025Q4: 8,195 shares; 2026Q1: 8,295 shares 8,295 $579K 0.07% +100 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: restricted; 2024Q4: 1,775 shares; 2025Q1: 1,810 shares; 2025Q2: 2,627 shares; 2025Q3: 1,655 shares; 2025Q4: 2,311 shares; 2026Q1: 2,313 shares 2,313 $565K 0.07% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,564 shares; 2025Q1: 9,659 shares; 2025Q2: 7,564 shares; 2025Q3: 8,264 shares; 2025Q4: 8,426 shares; 2026Q1: 8,252 shares 8,252 $562K 0.07% -174 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: restricted; 2024Q4: 1,969 shares; 2025Q1: 1,970 shares; 2025Q2: 1,971 shares; 2025Q3: 2,008 shares; 2025Q4: 1,923 shares; 2026Q1: 1,921 shares 1,921 $551K 0.07% -2 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: restricted; 2024Q4: 3,537 shares; 2025Q1: 3,557 shares; 2025Q2: 1,709 shares; 2025Q3: 3,361 shares; 2025Q4: 1,774 shares; 2026Q1: 1,772 shares 1,772 $551K 0.07% -2 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,595 shares; 2025Q1: 6,320 shares; 2025Q2: 6,310 shares; 2025Q3: 13,458 shares; 2025Q4: 5,328 shares; 2026Q1: 9,328 shares 9,328 $527K 0.07% +4,000 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,156 shares; 2025Q1: 11,656 shares; 2025Q2: 11,656 shares; 2025Q3: 12,156 shares; 2025Q4: 10,156 shares; 2026Q1: 8,656 shares 8,656 $514K 0.06% -1,500 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: restricted; 2024Q4: not reported; 2025Q1: 8,413 shares; 2025Q2: 5,549 shares; 2025Q3: not reported; 2025Q4: 5,549 shares; 2026Q1: 5,549 shares 5,549 $509K 0.06% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,367 shares; 2025Q1: 2,386 shares; 2025Q2: 2,398 shares; 2025Q3: 2,355 shares; 2025Q4: 2,400 shares; 2026Q1: 2,411 shares 2,411 $501K 0.06% +11 Timeline AUSM ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,400 shares; 2026Q1: 19,368 shares 19,368 $485K 0.06% +3,968 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: restricted; 2024Q4: not reported; 2025Q1: 4,860 shares; 2025Q2: 3,959 shares; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 3,959 shares 3,959 $475K 0.06% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,223 shares; 2025Q2: 1,142 shares; 2025Q3: 1,188 shares; 2025Q4: 1,137 shares; 2026Q1: 1,187 shares 1,187 $463K 0.06% +50 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: restricted; 2024Q4: 2,992 shares; 2025Q1: 3,192 shares; 2025Q2: 3,162 shares; 2025Q3: 2,992 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares 2,962 $460K 0.06% 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: restricted; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 3,058 shares; 2026Q1: 3,058 shares 3,058 $443K 0.06% 0 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: restricted; 2024Q4: 18,621 shares; 2025Q1: 19,940 shares; 2025Q2: 8,928 shares; 2025Q3: 18,601 shares; 2025Q4: 8,948 shares; 2026Q1: 8,965 shares 8,965 $437K 0.05% +17 Timeline DWM 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: restricted; 2024Q4: 6,038 shares; 2025Q1: 6,061 shares; 2025Q2: 6,166 shares; 2025Q3: 5,993 shares; 2025Q4: 6,237 shares; 2026Q1: 6,252 shares 6,252 $437K 0.05% +15 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,925 shares 12,925 $424K 0.05% new 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: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,240 shares; 2025Q2: 1,672 shares; 2025Q3: not reported; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares 2,047 $407K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,548 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,548 shares; 2025Q4: 2,775 shares; 2026Q1: 2,748 shares 2,748 $404K 0.05% -27 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,208 shares; 2025Q1: 3,208 shares; 2025Q2: 3,208 shares; 2025Q3: not reported; 2025Q4: 3,228 shares; 2026Q1: 3,228 shares 3,228 $396K 0.05% 0 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: restricted; 2024Q4: 1,871 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,871 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares 2,034 $392K 0.05% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,429 shares; 2025Q1: 2,779 shares; 2025Q2: 2,779 shares; 2025Q3: 3,429 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares 2,799 $389K 0.05% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $373K 0.05% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,110 shares; 2025Q2: 14,164 shares; 2025Q3: not reported; 2025Q4: 10,832 shares; 2026Q1: 7,872 shares 7,872 $367K 0.05% -2,960 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: restricted; 2024Q4: 1,788 shares; 2025Q1: 1,788 shares; 2025Q2: 964 shares; 2025Q3: 1,752 shares; 2025Q4: 1,248 shares; 2026Q1: 1,167 shares 1,167 $361K 0.05% -81 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: restricted; 2024Q4: 2,800 shares; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: not reported; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $354K 0.04% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,775 shares; 2026Q1: 7,738 shares 7,738 $352K 0.04% -37 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: restricted; 2024Q4: 5,034 shares; 2025Q1: 4,940 shares; 2025Q2: 4,942 shares; 2025Q3: 5,031 shares; 2025Q4: 4,551 shares; 2026Q1: 4,495 shares 4,495 $344K 0.04% -56 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: restricted; 2024Q4: 8,813 shares; 2025Q1: 4,313 shares; 2025Q2: 3,953 shares; 2025Q3: 4,313 shares; 2025Q4: 3,933 shares; 2026Q1: 3,933 shares 3,933 $335K 0.04% 0 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: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,677 shares; 2025Q2: 4,427 shares; 2025Q3: 3,655 shares; 2025Q4: 4,427 shares; 2026Q1: 3,429 shares 3,429 $330K 0.04% -998 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,118 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares 1,218 $317K 0.04% 0 Timeline GXRP GRAYSCALE XRP TR ETF More: the full row for GRAYSCALE XRP TR ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,928 shares 11,928 $310K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares 1,466 $310K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,227 shares; 2025Q1: 1,127 shares; 2025Q2: 1,027 shares; 2025Q3: 1,227 shares; 2025Q4: 909 shares; 2026Q1: 909 shares 909 $293K 0.04% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,346 shares; 2025Q1: 20,983 shares; 2025Q2: 20,988 shares; 2025Q3: 21,426 shares; 2025Q4: 9,434 shares; 2026Q1: 8,644 shares 8,644 $292K 0.04% -790 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,112 shares; 2026Q1: 3,165 shares 3,165 $288K 0.04% +53 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,426 shares; 2025Q1: 15,426 shares; 2025Q2: 15,426 shares; 2025Q3: 15,426 shares; 2025Q4: 15,426 shares; 2026Q1: 15,426 shares 15,426 $284K 0.04% 0 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: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 1,029 shares; 2025Q4: 964 shares; 2026Q1: 862 shares 862 $284K 0.04% -102 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 854 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $279K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $274K 0.03% 0 Timeline VUSB 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: restricted; 2024Q4: 5,063 shares; 2025Q1: 5,104 shares; 2025Q2: 5,166 shares; 2025Q3: 5,000 shares; 2025Q4: 5,303 shares; 2026Q1: 5,340 shares 5,340 $266K 0.03% +37 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $259K 0.03% 0 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: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 236 shares; 2025Q3: 206 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $257K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: not reported; 2025Q4: 1,937 shares; 2026Q1: 1,937 shares 1,937 $254K 0.03% 0 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: restricted; 2024Q4: 4,873 shares; 2025Q1: 2,195 shares; 2025Q2: 2,160 shares; 2025Q3: 4,870 shares; 2025Q4: 2,165 shares; 2026Q1: 2,168 shares 2,168 $251K 0.03% +3 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100 $247K 0.03% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,339 shares; 2026Q1: 5,367 shares 5,367 $245K 0.03% -1,972 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $244K 0.03% new 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: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 614 shares; 2026Q1: 564 shares 564 $240K 0.03% -50 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,318 shares; 2025Q1: 19,971 shares; 2025Q2: 18,907 shares; 2025Q3: 23,523 shares; 2025Q4: 17,448 shares; 2026Q1: 9,583 shares 9,583 $237K 0.03% -7,865 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $237K 0.03% 0 Timeline FBCG 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: restricted; 2024Q4: 4,583 shares; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: not reported; 2025Q4: 5,756 shares; 2026Q1: 4,726 shares 4,726 $237K 0.03% -1,030 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $233K 0.03% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $232K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $229K 0.03% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,310 shares; 2026Q1: 6,299 shares 6,299 $227K 0.03% -11 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: restricted; 2024Q4: 1,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares 1,813 $225K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $223K 0.03% 0 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,964 shares; 2025Q1: 19,864 shares; 2025Q2: 19,814 shares; 2025Q3: 36,634 shares; 2025Q4: 19,814 shares; 2026Q1: 19,914 shares 19,914 $221K 0.03% +100 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares; 2026Q1: 1,075 shares 1,075 $221K 0.03% -246 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $220K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $217K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 825 shares; 2025Q3: not reported; 2025Q4: 914 shares; 2026Q1: 896 shares 896 $217K 0.03% -18 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,060 shares 2,060 $215K 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares 1,962 $215K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: not reported; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $215K 0.03% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares 1,110 $213K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,140 shares 1,140 $208K 0.03% new Timeline IYJ 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: restricted; 2024Q4: 2,392 shares; 2025Q1: 1,910 shares; 2025Q2: 1,407 shares; 2025Q3: 2,624 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $208K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,190 shares 3,190 $203K 0.03% new Timeline CCSO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,856 shares 7,856 $202K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,647 shares 2,647 $201K 0.03% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $201K 0.03% 0 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,466 shares; 2025Q1: 11,466 shares; 2025Q2: 11,466 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares; 2026Q1: 11,466 shares 11,466 $188K 0.02% 0 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: restricted; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares; 2026Q1: 10,022 shares 10,022 $183K 0.02% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,532 shares; 2025Q1: 75,382 shares; 2025Q2: 78,532 shares; 2025Q3: 344,394 shares; 2025Q4: 180,495 shares; 2026Q1: 181,995 shares 181,995 $110K 0.01% +1,500 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 10,300 shares; 2025Q3: 11,600 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $92.8K 0.01% 0 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,448 shares 23,448 $80K 0.01% new Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,828 shares 27,828 $77.4K 0.01% new Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $16.9K <0.01% 0 Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $13.6K <0.01% 0 Timeline