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: 50,672 shares; 2024Q4: 52,170 shares; 2025Q1: 56,648 shares; 2025Q2: 57,760 shares; 2025Q3: 57,495 shares; 2025Q4: 59,419 shares; 2026Q1: 60,781 shares 60,781 $36.3M 9.04% +1,362 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: 58,981 shares; 2024Q4: 61,910 shares; 2025Q1: 65,545 shares; 2025Q2: 65,161 shares; 2025Q3: 67,608 shares; 2025Q4: 69,213 shares; 2026Q1: 70,341 shares 70,341 $15.1M 3.76% +1,128 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: 23,701 shares; 2024Q4: 23,369 shares; 2025Q1: 23,929 shares; 2025Q2: 24,636 shares; 2025Q3: 25,444 shares; 2025Q4: 25,218 shares; 2026Q1: 26,149 shares 26,149 $15.1M 3.76% +931 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,973 shares; 2024Q4: 257,464 shares; 2025Q1: 262,344 shares; 2025Q2: 270,738 shares; 2025Q3: 273,529 shares; 2025Q4: 288,809 shares; 2026Q1: 295,477 shares 295,477 $14.5M 3.6% +6,668 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,654 shares; 2024Q4: 258,371 shares; 2025Q1: 263,979 shares; 2025Q2: 262,318 shares; 2025Q3: 268,784 shares; 2025Q4: 282,004 shares; 2026Q1: 285,983 shares 285,983 $14.2M 3.54% +3,979 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,835 shares; 2024Q4: 240,807 shares; 2025Q1: 248,949 shares; 2025Q2: 248,975 shares; 2025Q3: 250,883 shares; 2025Q4: 262,967 shares; 2026Q1: 265,894 shares 265,894 $14.2M 3.53% +2,927 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,209 shares; 2024Q4: 259,058 shares; 2025Q1: 265,502 shares; 2025Q2: 264,944 shares; 2025Q3: 267,175 shares; 2025Q4: 285,759 shares; 2026Q1: 290,463 shares 290,463 $13.9M 3.47% +4,704 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: 27,164 shares; 2024Q4: 27,392 shares; 2025Q1: 29,201 shares; 2025Q2: 28,842 shares; 2025Q3: 29,645 shares; 2025Q4: 29,681 shares; 2026Q1: 31,152 shares 31,152 $13.6M 3.39% +1,471 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: 39,459 shares; 2024Q4: 39,948 shares; 2025Q1: 41,762 shares; 2025Q2: 43,214 shares; 2025Q3: 44,704 shares; 2025Q4: 47,406 shares; 2026Q1: 51,999 shares 51,999 $13.2M 3.28% +4,593 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,400 shares; 2024Q4: 513,675 shares; 2025Q1: 558,987 shares; 2025Q2: 584,055 shares; 2025Q3: 359,496 shares; 2025Q4: 373,919 shares; 2026Q1: 393,318 shares 393,318 $13.2M 3.28% +19,399 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: 33,790 shares; 2024Q4: 40,926 shares; 2025Q1: 43,683 shares; 2025Q2: 45,882 shares; 2025Q3: 46,294 shares; 2025Q4: 47,077 shares; 2026Q1: 46,723 shares 46,723 $12.2M 3.05% -354 Timeline FPEI 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: 282,433 shares; 2024Q4: 422,190 shares; 2025Q1: 425,614 shares; 2025Q2: 587,075 shares; 2025Q3: 588,031 shares; 2025Q4: 602,697 shares; 2026Q1: 614,923 shares 614,923 $11.7M 2.91% +12,226 Timeline SLQD 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: 179,019 shares; 2024Q4: 199,707 shares; 2025Q1: 215,265 shares; 2025Q2: 224,388 shares; 2025Q3: 199,890 shares; 2025Q4: 210,207 shares; 2026Q1: 229,389 shares 229,389 $11.6M 2.88% +19,182 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: 102,764 shares; 2024Q4: 312,701 shares; 2025Q1: 324,958 shares; 2025Q2: 349,363 shares; 2025Q3: 346,271 shares; 2025Q4: 382,443 shares; 2026Q1: 363,844 shares 363,844 $11.2M 2.78% -18,599 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: 19,161 shares; 2024Q4: not reported; 2025Q1: 25,529 shares; 2025Q2: 26,670 shares; 2025Q3: 27,230 shares; 2025Q4: 26,843 shares; 2026Q1: 26,374 shares 26,374 $7.58M 1.89% -469 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: 22,711 shares; 2024Q4: 20,036 shares; 2025Q1: 27,373 shares; 2025Q2: 32,048 shares; 2025Q3: 32,250 shares; 2025Q4: 38,977 shares; 2026Q1: 42,518 shares 42,518 $7.42M 1.85% +3,541 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: 25,424 shares; 2024Q4: 24,714 shares; 2025Q1: 25,864 shares; 2025Q2: 21,136 shares; 2025Q3: 20,548 shares; 2025Q4: 21,605 shares; 2026Q1: 21,293 shares 21,293 $6.83M 1.7% -312 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: 9,656 shares; 2024Q4: 9,659 shares; 2025Q1: 9,863 shares; 2025Q2: 11,144 shares; 2025Q3: 11,570 shares; 2025Q4: 13,301 shares; 2026Q1: 17,621 shares 17,621 $6.52M 1.62% +4,320 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: 20,209 shares; 2024Q4: 20,066 shares; 2025Q1: 22,454 shares; 2025Q2: 22,546 shares; 2025Q3: 22,755 shares; 2025Q4: 46,723 shares; 2026Q1: 47,327 shares 47,327 $6.29M 1.57% +604 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,113 shares; 2024Q4: 68,543 shares; 2025Q1: 60,347 shares; 2025Q2: 99,062 shares; 2025Q3: 99,183 shares; 2025Q4: 102,501 shares; 2026Q1: 115,160 shares 115,160 $5.83M 1.45% +12,659 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: 14,150 shares; 2024Q4: 14,245 shares; 2025Q1: 14,590 shares; 2025Q2: 14,723 shares; 2025Q3: 14,900 shares; 2025Q4: 15,336 shares; 2026Q1: 15,769 shares 15,769 $4.64M 1.15% +433 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: 8,301 shares; 2024Q4: 8,301 shares; 2025Q1: 15,069 shares; 2025Q2: 15,879 shares; 2025Q3: 16,229 shares; 2025Q4: 18,130 shares; 2026Q1: 22,165 shares 22,165 $4.62M 1.15% +4,035 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: not reported; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: 2,182 shares; 2025Q3: 3,931 shares; 2025Q4: 4,075 shares; 2026Q1: 4,551 shares 4,551 $4.19M 1.04% +476 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: 609 shares; 2024Q4: 693 shares; 2025Q1: 4,683 shares; 2025Q2: 5,279 shares; 2025Q3: 5,497 shares; 2025Q4: 5,808 shares; 2026Q1: 7,277 shares 7,277 $4.16M 1.04% +1,469 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: 16,534 shares; 2024Q4: 16,822 shares; 2025Q1: 16,642 shares; 2025Q2: 16,908 shares; 2025Q3: 17,041 shares; 2025Q4: 16,828 shares; 2026Q1: 16,567 shares 16,567 $4.05M 1.01% -261 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,730 shares; 2024Q4: 48,881 shares; 2025Q1: 54,092 shares; 2025Q2: 59,657 shares; 2025Q3: 60,226 shares; 2025Q4: 81,038 shares; 2026Q1: 78,224 shares 78,224 $3.96M 0.99% -2,814 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: 13,897 shares; 2024Q4: 14,457 shares; 2025Q1: 14,601 shares; 2025Q2: 15,690 shares; 2025Q3: 15,930 shares; 2025Q4: 16,475 shares; 2026Q1: 15,735 shares 15,735 $3.26M 0.81% -740 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: 4,029 shares; 2024Q4: 4,099 shares; 2025Q1: 4,396 shares; 2025Q2: 4,449 shares; 2025Q3: 4,516 shares; 2025Q4: 4,704 shares; 2026Q1: 4,754 shares 4,754 $3.09M 0.77% +50 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,672 shares; 2025Q1: 2,728 shares; 2025Q2: 2,711 shares; 2025Q3: 2,745 shares; 2025Q4: 2,884 shares; 2026Q1: 2,854 shares 2,854 $2.84M 0.71% -30 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: 2,718 shares; 2024Q4: 2,681 shares; 2025Q1: 5,059 shares; 2025Q2: 5,062 shares; 2025Q3: 5,104 shares; 2025Q4: 7,816 shares; 2026Q1: 9,572 shares 9,572 $2.75M 0.68% +1,756 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,211 shares; 2025Q2: 55,444 shares; 2025Q3: 55,688 shares; 2025Q4: 54,974 shares; 2026Q1: 69,976 shares 69,976 $2.69M 0.67% +15,002 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: 5,591 shares; 2024Q4: 11,648 shares; 2025Q1: 11,653 shares; 2025Q2: 12,388 shares; 2025Q3: 12,716 shares; 2025Q4: 13,280 shares; 2026Q1: 16,055 shares 16,055 $2.57M 0.64% +2,775 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: 6,095 shares; 2024Q4: 6,095 shares; 2025Q1: 5,635 shares; 2025Q2: 5,710 shares; 2025Q3: 6,425 shares; 2025Q4: 8,137 shares; 2026Q1: 8,117 shares 8,117 $2.51M 0.63% -20 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: 2,203 shares; 2024Q4: 2,118 shares; 2025Q1: 4,576 shares; 2025Q2: 5,136 shares; 2025Q3: 5,871 shares; 2025Q4: 6,913 shares; 2026Q1: 8,067 shares 8,067 $2.44M 0.61% +1,154 Timeline PFFV 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: 38,095 shares; 2024Q4: 42,020 shares; 2025Q1: 50,557 shares; 2025Q2: 80,686 shares; 2025Q3: 102,953 shares; 2025Q4: 110,452 shares; 2026Q1: 108,532 shares 108,532 $2.37M 0.59% -1,920 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,312 shares; 2024Q4: 24,312 shares; 2025Q1: 24,312 shares; 2025Q2: 24,312 shares; 2025Q3: 47,612 shares; 2025Q4: 47,537 shares; 2026Q1: 47,537 shares 47,537 $2.29M 0.57% 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: 2,623 shares; 2024Q4: 2,782 shares; 2025Q1: 3,307 shares; 2025Q2: 3,922 shares; 2025Q3: 3,776 shares; 2025Q4: 4,027 shares; 2026Q1: 9,040 shares 9,040 $2.2M 0.55% +5,013 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 3 shares 3 $2.15M 0.54% +2 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: 28,609 shares; 2024Q4: 23,837 shares; 2025Q1: 20,435 shares; 2025Q2: 22,435 shares; 2025Q3: 22,435 shares; 2025Q4: 22,821 shares; 2026Q1: 22,821 shares 22,821 $2.15M 0.54% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,826 shares; 2024Q4: 82,451 shares; 2025Q1: 35,051 shares; 2025Q2: 34,182 shares; 2025Q3: 34,965 shares; 2025Q4: 34,785 shares; 2026Q1: 34,769 shares 34,769 $1.97M 0.49% -16 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: 6,348 shares; 2024Q4: 6,512 shares; 2025Q1: 6,377 shares; 2025Q2: 6,083 shares; 2025Q3: 6,059 shares; 2025Q4: 6,113 shares; 2026Q1: 6,120 shares 6,120 $1.9M 0.47% +7 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: 7,529 shares; 2024Q4: 6,017 shares; 2025Q1: 5,853 shares; 2025Q2: 5,423 shares; 2025Q3: 5,423 shares; 2025Q4: 5,172 shares; 2026Q1: 4,991 shares 4,991 $1.86M 0.46% -181 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: 6,841 shares; 2024Q4: 7,147 shares; 2025Q1: 7,180 shares; 2025Q2: 7,219 shares; 2025Q3: 7,434 shares; 2025Q4: 8,948 shares; 2026Q1: 7,843 shares 7,843 $1.77M 0.44% -1,105 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: 8,009 shares; 2024Q4: 8,566 shares; 2025Q1: 9,177 shares; 2025Q2: 9,699 shares; 2025Q3: 9,813 shares; 2025Q4: 11,031 shares; 2026Q1: 13,666 shares 13,666 $1.76M 0.44% +2,635 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,675 shares; 2024Q4: 55,471 shares; 2025Q1: 55,471 shares; 2025Q2: 55,471 shares; 2025Q3: 55,471 shares; 2025Q4: 61,975 shares; 2026Q1: 52,425 shares 52,425 $1.75M 0.44% -9,550 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,802 shares; 2024Q4: 24,802 shares; 2025Q1: 24,678 shares; 2025Q2: 49,253 shares; 2025Q3: 37,478 shares; 2025Q4: 37,478 shares; 2026Q1: 37,478 shares 37,478 $1.68M 0.42% 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: 12,518 shares; 2024Q4: 14,040 shares; 2025Q1: 16,885 shares; 2025Q2: 17,247 shares; 2025Q3: 17,423 shares; 2025Q4: 18,300 shares; 2026Q1: 17,069 shares 17,069 $1.65M 0.41% -1,231 Timeline FCAL 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: 26,397 shares; 2024Q4: 25,547 shares; 2025Q1: 25,447 shares; 2025Q2: 27,148 shares; 2025Q3: 30,655 shares; 2025Q4: 32,505 shares; 2026Q1: 32,755 shares 32,755 $1.6M 0.4% +250 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,254 shares; 2024Q4: 23,254 shares; 2025Q1: 28,480 shares; 2025Q2: 28,480 shares; 2025Q3: 30,455 shares; 2025Q4: 30,365 shares; 2026Q1: 30,365 shares 30,365 $1.59M 0.4% 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: 27,182 shares; 2024Q4: 27,259 shares; 2025Q1: 27,919 shares; 2025Q2: 33,121 shares; 2025Q3: 33,683 shares; 2025Q4: 36,242 shares; 2026Q1: 32,427 shares 32,427 $1.58M 0.39% -3,815 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,962 shares; 2024Q4: 23,962 shares; 2025Q1: 30,987 shares; 2025Q2: 30,987 shares; 2025Q3: 33,162 shares; 2025Q4: 33,087 shares; 2026Q1: 33,087 shares 33,087 $1.58M 0.39% 0 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,810 shares; 2024Q4: 23,810 shares; 2025Q1: 23,735 shares; 2025Q2: 31,485 shares; 2025Q3: 33,710 shares; 2025Q4: 33,710 shares; 2026Q1: 33,710 shares 33,710 $1.56M 0.39% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,159 shares; 2024Q4: 37,434 shares; 2025Q1: 30,234 shares; 2025Q2: 30,234 shares; 2025Q3: 32,384 shares; 2025Q4: 32,384 shares; 2026Q1: 32,384 shares 32,384 $1.55M 0.39% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 23,844 shares; 2025Q2: 23,844 shares; 2025Q3: 31,432 shares; 2025Q4: 31,357 shares; 2026Q1: 31,357 shares 31,357 $1.53M 0.38% 0 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: 16,173 shares; 2024Q4: 43,957 shares; 2025Q1: 49,245 shares; 2025Q2: 49,159 shares; 2025Q3: 53,949 shares; 2025Q4: 67,281 shares; 2026Q1: 67,265 shares 67,265 $1.53M 0.38% -16 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: 15,905 shares; 2024Q4: 15,772 shares; 2025Q1: 9,908 shares; 2025Q2: 9,705 shares; 2025Q3: 9,506 shares; 2025Q4: 10,910 shares; 2026Q1: 10,511 shares 10,511 $1.52M 0.38% -399 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,635 shares; 2024Q4: 24,635 shares; 2025Q1: 24,635 shares; 2025Q2: 24,635 shares; 2025Q3: 26,985 shares; 2025Q4: 30,285 shares; 2026Q1: 35,285 shares 35,285 $1.52M 0.38% +5,000 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,610 shares; 2024Q4: 23,945 shares; 2025Q1: 23,732 shares; 2025Q2: 21,837 shares; 2025Q3: 21,837 shares; 2025Q4: 21,737 shares; 2026Q1: 21,887 shares 21,887 $1.48M 0.37% +150 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,726 shares; 2024Q4: 5,916 shares; 2025Q1: 5,933 shares; 2025Q2: 6,194 shares; 2025Q3: 6,210 shares; 2025Q4: 6,608 shares; 2026Q1: 5,987 shares 5,987 $1.41M 0.35% -621 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,025 shares; 2026Q1: 48,097 shares 48,097 $1.4M 0.35% -7,928 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: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares 3,691 $1.32M 0.33% 0 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: 9,015 shares; 2024Q4: 8,865 shares; 2025Q1: 9,245 shares; 2025Q2: 9,265 shares; 2025Q3: 8,965 shares; 2025Q4: 8,890 shares; 2026Q1: 8,880 shares 8,880 $1.32M 0.33% -10 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: 5,790 shares; 2024Q4: 5,790 shares; 2025Q1: 5,510 shares; 2025Q2: 5,527 shares; 2025Q3: 5,542 shares; 2025Q4: 5,932 shares; 2026Q1: 8,668 shares 8,668 $1.28M 0.32% +2,736 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 12,182 shares; 2025Q1: 11,944 shares; 2025Q2: 12,269 shares; 2025Q3: 11,494 shares; 2025Q4: 11,454 shares; 2026Q1: 11,539 shares 11,539 $1.24M 0.31% +85 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,584 shares; 2025Q1: 3,581 shares; 2025Q2: 2,300 shares; 2025Q3: 2,366 shares; 2025Q4: 2,762 shares; 2026Q1: 2,506 shares 2,506 $1.23M 0.31% -256 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,344 shares; 2025Q4: 7,133 shares; 2026Q1: 6,684 shares 6,684 $1.22M 0.3% -449 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: 2,473 shares; 2024Q4: 2,313 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares 2,049 $1.15M 0.29% 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: 2,728 shares; 2024Q4: 2,601 shares; 2025Q1: 2,626 shares; 2025Q2: 2,666 shares; 2025Q3: 2,641 shares; 2025Q4: 3,121 shares; 2026Q1: 3,394 shares 3,394 $1.12M 0.28% +273 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,926 shares; 2025Q4: 2,331 shares; 2026Q1: 2,179 shares 2,179 $1.04M 0.26% -152 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: 11,355 shares; 2024Q4: 12,132 shares; 2025Q1: 12,212 shares; 2025Q2: 11,325 shares; 2025Q3: 10,803 shares; 2025Q4: 9,514 shares; 2026Q1: 8,308 shares 8,308 $1.03M 0.26% -1,206 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,059 shares; 2025Q1: 3,677 shares; 2025Q2: 3,578 shares; 2025Q3: 3,736 shares; 2025Q4: 3,782 shares; 2026Q1: 3,692 shares 3,692 $1.01M 0.25% -90 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: 3,889 shares; 2024Q4: 4,457 shares; 2025Q1: 4,557 shares; 2025Q2: 6,063 shares; 2025Q3: 6,356 shares; 2025Q4: 6,764 shares; 2026Q1: 6,773 shares 6,773 $993K 0.25% +9 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 636 shares; 2025Q4: 6,236 shares; 2026Q1: 9,726 shares 9,726 $935K 0.23% +3,490 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: 10,319 shares; 2024Q4: 10,394 shares; 2025Q1: 9,711 shares; 2025Q2: 9,975 shares; 2025Q3: 9,616 shares; 2025Q4: 11,781 shares; 2026Q1: 11,841 shares 11,841 $919K 0.23% +60 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: 9,349 shares; 2024Q4: 9,314 shares; 2025Q1: 8,458 shares; 2025Q2: 8,808 shares; 2025Q3: 8,736 shares; 2025Q4: 8,412 shares; 2026Q1: 6,627 shares 6,627 $901K 0.22% -1,785 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: 9,959 shares; 2024Q4: 10,859 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares 10,575 $875K 0.22% 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: 939 shares; 2024Q4: 936 shares; 2025Q1: 1,001 shares; 2025Q2: 1,136 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,297 shares 1,297 $847K 0.21% +125 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,033 shares; 2024Q4: 10,305 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 9,257 shares; 2026Q1: 8,851 shares 8,851 $832K 0.21% -406 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: 2,482 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares 2,436 $800K 0.2% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,459 shares; 2025Q1: 5,265 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 5,097 shares; 2026Q1: 5,097 shares 5,097 $792K 0.2% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,727 shares; 2025Q1: 1,852 shares; 2025Q2: 2,997 shares; 2025Q3: 3,122 shares; 2025Q4: 3,732 shares; 2026Q1: 6,847 shares 6,847 $787K 0.2% +3,115 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 608 shares; 2025Q2: 781 shares; 2025Q3: 797 shares; 2025Q4: 827 shares; 2026Q1: 815 shares 815 $784K 0.19% -12 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: 18,550 shares; 2024Q4: 18,550 shares; 2025Q1: 18,550 shares; 2025Q2: 18,550 shares; 2025Q3: 16,550 shares; 2025Q4: 16,550 shares; 2026Q1: 31,550 shares 31,550 $782K 0.19% +15,000 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: 17,564 shares; 2024Q4: 18,211 shares; 2025Q1: 11,402 shares; 2025Q2: 11,402 shares; 2025Q3: 10,343 shares; 2025Q4: 12,453 shares; 2026Q1: 12,018 shares 12,018 $770K 0.19% -435 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,352 shares; 2025Q1: 8,315 shares; 2025Q2: 8,405 shares; 2025Q3: 8,547 shares; 2025Q4: 27,311 shares; 2026Q1: 13,645 shares 13,645 $761K 0.19% -13,666 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: 6,732 shares; 2024Q4: 6,712 shares; 2025Q1: 3,727 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 6,959 shares; 2026Q1: 6,959 shares 6,959 $758K 0.19% 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: 16,206 shares; 2024Q4: 30,640 shares; 2025Q1: 30,640 shares; 2025Q2: 30,640 shares; 2025Q3: 30,640 shares; 2025Q4: 30,640 shares; 2026Q1: 30,640 shares 30,640 $758K 0.19% 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: 5,085 shares; 2024Q4: 4,708 shares; 2025Q1: 3,817 shares; 2025Q2: 3,784 shares; 2025Q3: 3,894 shares; 2025Q4: 5,550 shares; 2026Q1: 4,212 shares 4,212 $715K 0.18% -1,338 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: 5,991 shares; 2024Q4: 5,876 shares; 2025Q1: 6,685 shares; 2025Q2: 6,143 shares; 2025Q3: 5,493 shares; 2025Q4: 5,824 shares; 2026Q1: 5,709 shares 5,709 $710K 0.18% -115 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: 26,308 shares; 2024Q4: 32,508 shares; 2025Q1: 37,651 shares; 2025Q2: 37,651 shares; 2025Q3: 35,842 shares; 2025Q4: 36,991 shares; 2026Q1: 36,991 shares 36,991 $681K 0.17% 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: 958 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $669K 0.17% 0 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: 12,053 shares; 2024Q4: 24,549 shares; 2025Q1: 24,550 shares; 2025Q2: 24,576 shares; 2025Q3: 24,425 shares; 2025Q4: 22,740 shares; 2026Q1: 22,931 shares 22,931 $667K 0.17% +191 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: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 4,089 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares 4,577 $638K 0.16% 0 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: 4,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 3,278 shares; 2026Q1: 2,975 shares 2,975 $636K 0.16% -303 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares 3,217 $617K 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,675 shares; 2026Q1: 3,315 shares 3,315 $611K 0.15% +640 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 6,692 shares 6,692 $590K 0.15% -500 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: 42,720 shares; 2024Q4: 38,970 shares; 2025Q1: 36,536 shares; 2025Q2: 35,957 shares; 2025Q3: 34,357 shares; 2025Q4: 30,657 shares; 2026Q1: 27,340 shares 27,340 $588K 0.15% -3,317 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: 18,345 shares; 2024Q4: 19,525 shares; 2025Q1: 8,385 shares; 2025Q2: 8,282 shares; 2025Q3: 6,756 shares; 2025Q4: 6,461 shares; 2026Q1: 6,161 shares 6,161 $572K 0.14% -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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,404 shares; 2026Q1: 3,687 shares 3,687 $539K 0.13% +2,283 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: 2,695 shares; 2024Q4: 2,996 shares; 2025Q1: 3,306 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,062 shares; 2026Q1: 2,167 shares 2,167 $537K 0.13% +105 Timeline ESGV 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: 5,804 shares; 2024Q4: 5,777 shares; 2025Q1: 4,257 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,070 shares; 2026Q1: 4,696 shares 4,696 $527K 0.13% +626 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: 632 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 647 shares; 2025Q4: 811 shares; 2026Q1: 1,016 shares 1,016 $508K 0.13% +205 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: 4,398 shares; 2024Q4: 3,748 shares; 2025Q1: 3,630 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 2,686 shares; 2026Q1: 2,087 shares 2,087 $506K 0.13% -599 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: 353 shares; 2024Q4: 493 shares; 2025Q1: 604 shares; 2025Q2: 593 shares; 2025Q3: 379 shares; 2025Q4: 1,945 shares; 2026Q1: 4,835 shares 4,835 $505K 0.13% +2,890 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: 6,420 shares; 2024Q4: 6,225 shares; 2025Q1: 6,451 shares; 2025Q2: 6,472 shares; 2025Q3: 6,274 shares; 2025Q4: 6,058 shares; 2026Q1: 6,060 shares 6,060 $497K 0.12% +2 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 7,864 shares; 2025Q1: 8,414 shares; 2025Q2: 8,229 shares; 2025Q3: 9,629 shares; 2025Q4: 11,629 shares; 2026Q1: 9,890 shares 9,890 $489K 0.12% -1,739 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: 15,118 shares; 2024Q4: 15,414 shares; 2025Q1: 15,419 shares; 2025Q2: 14,666 shares; 2025Q3: 14,854 shares; 2025Q4: 16,675 shares; 2026Q1: 16,701 shares 16,701 $484K 0.12% +26 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: 8,334 shares; 2024Q4: 8,563 shares; 2025Q1: 9,249 shares; 2025Q2: 9,406 shares; 2025Q3: 9,192 shares; 2025Q4: 9,702 shares; 2026Q1: 9,702 shares 9,702 $479K 0.12% 0 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: 2,255 shares; 2024Q4: 1,555 shares; 2025Q1: 1,719 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,364 shares 2,364 $464K 0.12% +165 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: 12,588 shares; 2024Q4: 12,345 shares; 2025Q1: 10,964 shares; 2025Q2: 11,140 shares; 2025Q3: 10,562 shares; 2025Q4: 8,630 shares; 2026Q1: 8,978 shares 8,978 $451K 0.11% +348 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $444K 0.11% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 12,650 shares; 2026Q1: 12,250 shares 12,250 $440K 0.11% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 1,289 shares 1,289 $435K 0.11% -258 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: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 12,141 shares; 2025Q4: 14,406 shares; 2026Q1: 16,366 shares 16,366 $426K 0.11% +1,960 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: 11,580 shares; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares 11,580 $416K 0.1% 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: 669 shares; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 587 shares; 2026Q1: 587 shares 587 $416K 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,883 shares; 2024Q4: 8,110 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 6,782 shares; 2026Q1: 5,153 shares 5,153 $410K 0.1% -1,629 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: 12,080 shares; 2024Q4: 8,080 shares; 2025Q1: 8,080 shares; 2025Q2: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares 7,580 $394K 0.1% 0 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: 15,702 shares; 2024Q4: not reported; 2025Q1: 17,128 shares; 2025Q2: 16,545 shares; 2025Q3: 15,089 shares; 2025Q4: 14,260 shares; 2026Q1: 13,439 shares 13,439 $386K 0.1% -821 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $381K 0.09% 0 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: 1,193 shares; 2026Q1: 1,845 shares 1,845 $375K 0.09% +652 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 525 shares; 2025Q2: 496 shares; 2025Q3: 471 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $375K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,299 shares; 2026Q1: 1,081 shares 1,081 $373K 0.09% -218 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,111 shares 11,111 $373K 0.09% new ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,992 shares; 2025Q1: 3,585 shares; 2025Q2: 3,865 shares; 2025Q3: 3,095 shares; 2025Q4: 4,229 shares; 2026Q1: 3,090 shares 3,090 $365K 0.09% -1,139 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,718 shares; 2026Q1: 3,718 shares 3,718 $359K 0.09% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 640 shares 640 $351K 0.09% +155 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 11,635 shares; 2025Q2: 10,835 shares; 2025Q3: 8,835 shares; 2025Q4: 8,685 shares; 2026Q1: 8,685 shares 8,685 $346K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares; 2026Q1: 7,361 shares 7,361 $343K 0.09% 0 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: 901 shares; 2024Q4: 806 shares; 2025Q1: 920 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $343K 0.09% 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: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $342K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 1,073 shares; 2026Q1: 931 shares 931 $328K 0.08% -142 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: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,092 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $322K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $320K 0.08% 0 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: 7,019 shares; 2024Q4: 7,019 shares; 2025Q1: 5,418 shares; 2025Q2: 6,168 shares; 2025Q3: 5,862 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares 5,862 $317K 0.08% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,513 shares; 2025Q3: 1,678 shares; 2025Q4: 1,798 shares; 2026Q1: 2,508 shares 2,508 $317K 0.08% +710 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: 1,938 shares; 2024Q4: 1,829 shares; 2025Q1: 1,831 shares; 2025Q2: 1,781 shares; 2025Q3: 1,627 shares; 2025Q4: 2,473 shares; 2026Q1: 1,454 shares 1,454 $316K 0.08% -1,019 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: 2,715 shares; 2024Q4: 2,682 shares; 2025Q1: 2,455 shares; 2025Q2: 2,485 shares; 2025Q3: 2,275 shares; 2025Q4: 2,958 shares; 2026Q1: 2,935 shares 2,935 $301K 0.07% -23 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: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,503 shares; 2025Q2: 1,821 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,535 shares 1,535 $298K 0.07% -58 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,700 shares; 2026Q1: 4,000 shares 4,000 $297K 0.07% -700 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: 1,840 shares; 2024Q4: 1,781 shares; 2025Q1: 1,914 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,918 shares; 2026Q1: 1,786 shares 1,786 $289K 0.07% -132 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,906 shares; 2025Q1: 2,752 shares; 2025Q2: 2,863 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,293 shares 2,293 $289K 0.07% -550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,533 shares 1,533 $286K 0.07% 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: 4,340 shares; 2024Q4: 4,340 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares 4,230 $286K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,493 shares; 2025Q1: 1,385 shares; 2025Q2: 1,324 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,127 shares 1,127 $273K 0.07% -100 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $273K 0.07% new 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: 53,140 shares; 2024Q4: 55,525 shares; 2025Q1: 29,487 shares; 2025Q2: 18,267 shares; 2025Q3: 11,558 shares; 2025Q4: 10,218 shares; 2026Q1: 9,713 shares 9,713 $273K 0.07% -505 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: 1,385 shares; 2024Q4: 1,284 shares; 2025Q1: 1,142 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $269K 0.07% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,385 shares; 2025Q1: 1,585 shares; 2025Q2: 2,155 shares; 2025Q3: 1,612 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares 1,237 $269K 0.07% 0 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: 3,482 shares; 2024Q4: 3,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,303 shares; 2026Q1: 2,230 shares 2,230 $268K 0.07% -73 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 3,806 shares; 2025Q2: 2,706 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares; 2026Q1: 2,706 shares 2,706 $263K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $255K 0.06% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,349 shares; 2025Q3: 4,289 shares; 2025Q4: 4,180 shares; 2026Q1: 3,477 shares 3,477 $253K 0.06% -703 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares; 2026Q1: 1,301 shares 1,301 $251K 0.06% -970 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: 574 shares; 2026Q1: 535 shares 535 $247K 0.06% -39 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,325 shares; 2026Q1: 5,325 shares 5,325 $238K 0.06% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 1,592 shares; 2025Q2: 1,702 shares; 2025Q3: 1,643 shares; 2025Q4: 1,578 shares; 2026Q1: 1,193 shares 1,193 $235K 0.06% -385 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares 5,085 $234K 0.06% 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: not reported; 2025Q3: not reported; 2025Q4: 3,420 shares; 2026Q1: 3,420 shares 3,420 $233K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 652 shares 652 $232K 0.06% 0 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: 4,611 shares; 2024Q4: 4,398 shares; 2025Q1: 2,937 shares; 2025Q2: 2,874 shares; 2025Q3: 3,025 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $230K 0.06% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares 4,905 $226K 0.06% 0 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: 3,886 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $225K 0.06% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares 5,135 $221K 0.06% 0 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares 7,850 $214K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,592 shares 6,592 $214K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,837 shares 4,837 $213K 0.05% new 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: 981 shares; 2024Q4: 1,015 shares; 2025Q1: 869 shares; 2025Q2: 1,054 shares; 2025Q3: 990 shares; 2025Q4: 1,135 shares; 2026Q1: 754 shares 754 $204K 0.05% -381 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 5,900 shares; 2026Q1: 5,400 shares 5,400 $203K 0.05% -500 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: not reported; 2024Q4: 561 shares; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares 561 $201K 0.05% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,850 shares 12,850 $39.5K 0.01% new Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH 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: 11,000 shares 11,000 $35.6K 0.01% new Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.9K <0.01% 0 Timeline