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: 25,769 shares; 2024Q4: 26,152 shares; 2025Q1: 26,216 shares; 2025Q2: 29,562 shares; 2025Q3: 36,819 shares; 2025Q4: 37,472 shares; 2026Q1: 38,476 shares 38,476 $25.1M 12.48% +1,004 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: 21,877 shares; 2024Q4: 22,287 shares; 2025Q1: 22,972 shares; 2025Q2: 23,106 shares; 2025Q3: 27,222 shares; 2025Q4: 25,315 shares; 2026Q1: 25,196 shares 25,196 $14.5M 7.24% -119 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,708 shares; 2024Q4: 25,440 shares; 2025Q1: 26,022 shares; 2025Q2: 76,212 shares; 2025Q3: 142,949 shares; 2025Q4: 153,724 shares; 2026Q1: 159,272 shares 159,272 $8.75M 4.35% +5,548 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: 32,980 shares; 2024Q4: 31,370 shares; 2025Q1: 33,759 shares; 2025Q2: 34,023 shares; 2025Q3: 33,143 shares; 2025Q4: 30,918 shares; 2026Q1: 32,511 shares 32,511 $8.25M 4.1% +1,593 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: 9,384 shares; 2024Q4: 8,213 shares; 2025Q1: 8,938 shares; 2025Q2: 9,179 shares; 2025Q3: 12,729 shares; 2025Q4: 13,909 shares; 2026Q1: 14,390 shares 14,390 $5.33M 2.65% +481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,022 shares; 2025Q3: 148,634 shares; 2025Q4: 153,473 shares; 2026Q1: 154,918 shares 154,918 $5.25M 2.61% +1,445 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: 3,256 shares; 2024Q4: 2,798 shares; 2025Q1: 3,314 shares; 2025Q2: 15,207 shares; 2025Q3: 15,439 shares; 2025Q4: 16,310 shares; 2026Q1: 16,743 shares 16,743 $4.92M 2.45% +433 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,629 shares; 2025Q3: 153,493 shares; 2025Q4: 155,935 shares; 2026Q1: 159,115 shares 159,115 $4.73M 2.35% +3,180 Timeline CSRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,789 shares; 2025Q3: 141,023 shares; 2025Q4: 159,408 shares; 2026Q1: 166,030 shares 166,030 $4.36M 2.17% +6,622 Timeline FJAN 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: 35,795 shares; 2024Q4: 34,458 shares; 2025Q1: 44,462 shares; 2025Q2: 44,848 shares; 2025Q3: 44,007 shares; 2025Q4: 41,473 shares; 2026Q1: 68,039 shares 68,039 $3.43M 1.71% +26,566 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: 10,334 shares; 2024Q4: 8,795 shares; 2025Q1: 10,416 shares; 2025Q2: 11,030 shares; 2025Q3: 11,084 shares; 2025Q4: 11,209 shares; 2026Q1: 15,106 shares 15,106 $3.15M 1.57% +3,897 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: 6,977 shares; 2024Q4: 6,787 shares; 2025Q1: 6,809 shares; 2025Q2: 7,743 shares; 2025Q3: 7,915 shares; 2025Q4: 7,649 shares; 2026Q1: 10,897 shares 10,897 $3.13M 1.56% +3,248 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: 19,786 shares; 2024Q4: 19,755 shares; 2025Q1: 12,616 shares; 2025Q2: 12,099 shares; 2025Q3: 12,546 shares; 2025Q4: 13,220 shares; 2026Q1: 17,755 shares 17,755 $3.1M 1.54% +4,535 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,396 shares; 2025Q1: 6,623 shares; 2025Q2: 3,177 shares; 2025Q3: 7,511 shares; 2025Q4: 4,451 shares; 2026Q1: 4,467 shares 4,467 $2.67M 1.33% +16 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,826 shares; 2024Q4: 256,481 shares; 2025Q1: 252,266 shares; 2025Q2: 219,828 shares; 2025Q3: 94,015 shares; 2025Q4: 87,651 shares; 2026Q1: 84,585 shares 84,585 $2.37M 1.18% -3,066 Timeline FFEB 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: 28,068 shares; 2024Q4: 26,787 shares; 2025Q1: 31,691 shares; 2025Q2: 36,858 shares; 2025Q3: 36,838 shares; 2025Q4: 32,711 shares; 2026Q1: 42,060 shares 42,060 $2.35M 1.17% +9,349 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: 8,628 shares; 2024Q4: 6,756 shares; 2025Q1: 9,015 shares; 2025Q2: 9,699 shares; 2025Q3: 9,973 shares; 2025Q4: 9,115 shares; 2026Q1: 8,165 shares 8,165 $2.34M 1.17% -950 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,772 shares; 2024Q4: 35,773 shares; 2025Q1: 35,774 shares; 2025Q2: 35,775 shares; 2025Q3: 35,776 shares; 2025Q4: 35,777 shares; 2026Q1: 35,778 shares 35,778 $2.33M 1.16% +1 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,391 shares; 2024Q4: 116,575 shares; 2025Q1: 114,647 shares; 2025Q2: 63,538 shares; 2025Q3: 51,993 shares; 2025Q4: 61,863 shares; 2026Q1: 66,654 shares 66,654 $2.25M 1.12% +4,791 Timeline FMAR 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: 54,302 shares; 2024Q4: 52,905 shares; 2025Q1: 50,656 shares; 2025Q2: 57,127 shares; 2025Q3: 53,058 shares; 2025Q4: 48,244 shares; 2026Q1: 45,676 shares 45,676 $2.21M 1.1% -2,568 Timeline FSEP 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: 29,514 shares; 2024Q4: 33,754 shares; 2025Q1: 32,160 shares; 2025Q2: 32,130 shares; 2025Q3: 34,165 shares; 2025Q4: 43,472 shares; 2026Q1: 43,044 shares 43,044 $2.17M 1.08% -428 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,954 shares; 2024Q4: 164,248 shares; 2025Q1: 164,416 shares; 2025Q2: 106,025 shares; 2025Q3: 34,738 shares; 2025Q4: 28,313 shares; 2026Q1: 25,816 shares 25,816 $1.94M 0.97% -2,497 Timeline FNOV 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: 42,489 shares; 2024Q4: 46,177 shares; 2025Q1: 49,292 shares; 2025Q2: 47,667 shares; 2025Q3: 47,619 shares; 2025Q4: 37,038 shares; 2026Q1: 35,916 shares 35,916 $1.92M 0.95% -1,122 Timeline FDEC 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: 23,248 shares; 2024Q4: 23,654 shares; 2025Q1: 31,378 shares; 2025Q2: 31,250 shares; 2025Q3: 30,838 shares; 2025Q4: 31,573 shares; 2026Q1: 38,467 shares 38,467 $1.91M 0.95% +6,894 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,084 shares; 2025Q3: 31,904 shares; 2025Q4: 32,626 shares; 2026Q1: 32,845 shares 32,845 $1.88M 0.94% +219 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,632 shares; 2024Q4: 217,533 shares; 2025Q1: 219,141 shares; 2025Q2: 150,777 shares; 2025Q3: 54,950 shares; 2025Q4: 45,444 shares; 2026Q1: 40,000 shares 40,000 $1.85M 0.92% -5,444 Timeline FJUN 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: 34,596 shares; 2024Q4: 33,849 shares; 2025Q1: 33,023 shares; 2025Q2: 33,185 shares; 2025Q3: 36,261 shares; 2025Q4: 32,655 shares; 2026Q1: 29,165 shares 29,165 $1.65M 0.82% -3,490 Timeline FMAY 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: 25,839 shares; 2024Q4: 25,660 shares; 2025Q1: 24,031 shares; 2025Q2: 31,469 shares; 2025Q3: 34,239 shares; 2025Q4: 33,028 shares; 2026Q1: 29,678 shares 29,678 $1.57M 0.78% -3,350 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: 5,322 shares; 2024Q4: 5,624 shares; 2025Q1: 5,327 shares; 2025Q2: 5,003 shares; 2025Q3: 5,164 shares; 2025Q4: 4,546 shares; 2026Q1: 4,196 shares 4,196 $1.56M 0.78% -350 Timeline FJUL 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: 21,698 shares; 2024Q4: 23,226 shares; 2025Q1: 22,696 shares; 2025Q2: 21,374 shares; 2025Q3: 27,581 shares; 2025Q4: 27,079 shares; 2026Q1: 25,324 shares 25,324 $1.39M 0.69% -1,755 Timeline FTSL 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: 84,548 shares; 2024Q4: 84,018 shares; 2025Q1: 83,426 shares; 2025Q2: 70,611 shares; 2025Q3: 35,218 shares; 2025Q4: 32,875 shares; 2026Q1: 30,914 shares 30,914 $1.38M 0.69% -1,961 Timeline FAUG 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: 20,628 shares; 2024Q4: 25,028 shares; 2025Q1: 24,755 shares; 2025Q2: 21,449 shares; 2025Q3: 25,094 shares; 2025Q4: 27,766 shares; 2026Q1: 26,721 shares 26,721 $1.38M 0.69% -1,045 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,537 shares; 2024Q4: 119,246 shares; 2025Q1: 120,468 shares; 2025Q2: 80,631 shares; 2025Q3: 27,026 shares; 2025Q4: 22,061 shares; 2026Q1: 18,828 shares 18,828 $1.29M 0.64% -3,233 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,220 shares; 2026Q1: 27,567 shares 27,567 $1.28M 0.64% +17,347 Timeline DDEC 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: 28,683 shares; 2024Q4: 32,196 shares; 2025Q1: 34,123 shares; 2025Q2: 33,749 shares; 2025Q3: 33,217 shares; 2025Q4: 29,938 shares; 2026Q1: 26,528 shares 26,528 $1.17M 0.58% -3,410 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,713 shares; 2024Q4: 25,339 shares; 2025Q1: 23,156 shares; 2025Q2: 22,478 shares; 2025Q3: 20,885 shares; 2025Q4: 19,351 shares; 2026Q1: 18,181 shares 18,181 $1.17M 0.58% -1,170 Timeline DFEB 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: 25,678 shares; 2024Q4: 20,828 shares; 2025Q1: 31,733 shares; 2025Q2: 39,793 shares; 2025Q3: 37,282 shares; 2025Q4: 25,332 shares; 2026Q1: 24,345 shares 24,345 $1.15M 0.57% -987 Timeline DMAR 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: 35,226 shares; 2024Q4: 34,137 shares; 2025Q1: 33,836 shares; 2025Q2: 37,299 shares; 2025Q3: 35,371 shares; 2025Q4: 29,413 shares; 2026Q1: 26,597 shares 26,597 $1.13M 0.56% -2,816 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: 3,813 shares; 2024Q4: 3,727 shares; 2025Q1: 3,845 shares; 2025Q2: 3,868 shares; 2025Q3: 3,928 shares; 2025Q4: 2,992 shares; 2026Q1: 2,306 shares 2,306 $1.11M 0.55% -686 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,377 shares; 2025Q1: 1,797 shares; 2025Q2: 2,346 shares; 2025Q3: 2,687 shares; 2025Q4: 2,607 shares; 2026Q1: 2,529 shares 2,529 $1.09M 0.54% -78 Timeline FOCT 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: 16,421 shares; 2024Q4: 19,884 shares; 2025Q1: 17,219 shares; 2025Q2: 17,265 shares; 2025Q3: 16,076 shares; 2025Q4: 24,145 shares; 2026Q1: 22,519 shares 22,519 $1.07M 0.53% -1,626 Timeline FAPR 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: 27,148 shares; 2024Q4: 27,230 shares; 2025Q1: 26,776 shares; 2025Q2: 30,558 shares; 2025Q3: 27,877 shares; 2025Q4: 24,447 shares; 2026Q1: 22,595 shares 22,595 $1.01M 0.5% -1,852 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,105 shares; 2024Q4: 7,132 shares; 2025Q1: 7,203 shares; 2025Q2: 7,203 shares; 2025Q3: 7,137 shares; 2025Q4: 7,166 shares; 2026Q1: 8,883 shares 8,883 $1.01M 0.5% +1,717 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: 489 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 1,239 shares; 2025Q3: 1,293 shares; 2025Q4: 1,632 shares; 2026Q1: 1,740 shares 1,740 $996K 0.5% +108 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: 942 shares; 2024Q4: 767 shares; 2025Q1: 945 shares; 2025Q2: 954 shares; 2025Q3: 968 shares; 2025Q4: 1,019 shares; 2026Q1: 977 shares 977 $974K 0.48% -42 Timeline DAUG 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: 30,765 shares; 2024Q4: 31,700 shares; 2025Q1: 29,610 shares; 2025Q2: 26,684 shares; 2025Q3: 27,137 shares; 2025Q4: 25,870 shares; 2026Q1: 21,947 shares 21,947 $956K 0.48% -3,923 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,685 shares; 2025Q3: 26,139 shares; 2025Q4: 26,121 shares; 2026Q1: 26,212 shares 26,212 $913K 0.45% +91 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: 5,151 shares; 2025Q4: 5,459 shares; 2026Q1: 5,458 shares 5,458 $896K 0.45% -1 Timeline DMAY 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: 38,178 shares; 2024Q4: 38,141 shares; 2025Q1: 33,704 shares; 2025Q2: 35,068 shares; 2025Q3: 34,191 shares; 2025Q4: 23,994 shares; 2026Q1: 19,836 shares 19,836 $891K 0.44% -4,158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,100 shares; 2025Q4: 1,362 shares; 2026Q1: 2,756 shares 2,756 $853K 0.42% +1,394 Timeline DOCT 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: 7,618 shares; 2024Q4: 17,896 shares; 2025Q1: 17,388 shares; 2025Q2: 16,027 shares; 2025Q3: 16,004 shares; 2025Q4: 20,068 shares; 2026Q1: 19,623 shares 19,623 $852K 0.42% -445 Timeline DJAN 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: 15,815 shares; 2024Q4: 14,194 shares; 2025Q1: 12,608 shares; 2025Q2: 14,681 shares; 2025Q3: 12,663 shares; 2025Q4: 9,720 shares; 2026Q1: 19,792 shares 19,792 $842K 0.42% +10,072 Timeline DSEP 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: 20,862 shares; 2024Q4: 23,062 shares; 2025Q1: 19,260 shares; 2025Q2: 19,236 shares; 2025Q3: 20,131 shares; 2025Q4: 18,873 shares; 2026Q1: 18,688 shares 18,688 $822K 0.41% -185 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: 1,578 shares; 2024Q4: 1,129 shares; 2025Q1: 1,253 shares; 2025Q2: 1,693 shares; 2025Q3: 2,004 shares; 2025Q4: 2,111 shares; 2026Q1: 2,706 shares 2,706 $818K 0.41% +595 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,443 shares 1,443 $813K 0.4% +291 Timeline GJUL 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: 18,752 shares; 2024Q4: 19,797 shares; 2025Q1: 19,797 shares; 2025Q2: 21,271 shares; 2025Q3: 18,827 shares; 2025Q4: 18,827 shares; 2026Q1: 18,827 shares 18,827 $768K 0.38% 0 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: not reported; 2024Q4: 1,618 shares; 2025Q1: 1,643 shares; 2025Q2: 1,951 shares; 2025Q3: 1,943 shares; 2025Q4: 2,140 shares; 2026Q1: 3,696 shares 3,696 $765K 0.38% +1,556 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 7,717 shares; 2025Q4: 10,288 shares; 2026Q1: 11,179 shares 11,179 $762K 0.38% +891 Timeline DJUL 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: 21,682 shares; 2024Q4: 22,879 shares; 2025Q1: 22,441 shares; 2025Q2: 18,805 shares; 2025Q3: 21,259 shares; 2025Q4: 18,725 shares; 2026Q1: 16,191 shares 16,191 $757K 0.38% -2,534 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: 9,575 shares; 2024Q4: 9,576 shares; 2025Q1: 9,656 shares; 2025Q2: 9,656 shares; 2025Q3: 10,738 shares; 2025Q4: 9,702 shares; 2026Q1: 9,695 shares 9,695 $752K 0.37% -7 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: 1,857 shares; 2024Q4: 2,227 shares; 2025Q1: 2,303 shares; 2025Q2: 2,294 shares; 2025Q3: 2,305 shares; 2025Q4: 2,726 shares; 2026Q1: 4,433 shares 4,433 $752K 0.37% +1,707 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,273 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,273 shares 3,273 $717K 0.36% -5 Timeline DJUN 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: 21,429 shares; 2024Q4: 21,110 shares; 2025Q1: 20,908 shares; 2025Q2: 25,794 shares; 2025Q3: 26,922 shares; 2025Q4: 22,848 shares; 2026Q1: 15,229 shares 15,229 $716K 0.36% -7,619 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 27,381 shares 27,381 $702K 0.35% +23,340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,382 shares 5,382 $670K 0.33% new 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: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 496 shares; 2025Q4: 548 shares; 2026Q1: 674 shares 674 $648K 0.32% +126 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: 4,991 shares; 2024Q4: 5,554 shares; 2025Q1: 5,846 shares; 2025Q2: 8,293 shares; 2025Q3: 8,679 shares; 2025Q4: 3,712 shares; 2026Q1: 2,995 shares 2,995 $644K 0.32% -717 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: 14,875 shares; 2024Q4: 14,876 shares; 2025Q1: 14,050 shares; 2025Q2: 14,052 shares; 2025Q3: 13,949 shares; 2025Q4: 11,532 shares; 2026Q1: 13,047 shares 13,047 $636K 0.32% +1,515 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: 10,976 shares; 2024Q4: 14,645 shares; 2025Q1: 14,740 shares; 2025Q2: 14,344 shares; 2025Q3: 14,510 shares; 2025Q4: 14,304 shares; 2026Q1: 14,304 shares 14,304 $631K 0.31% 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: 2,176 shares; 2024Q4: 2,525 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,561 shares; 2025Q4: 2,597 shares; 2026Q1: 2,597 shares 2,597 $629K 0.31% 0 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: 688 shares; 2024Q4: 349 shares; 2025Q1: 425 shares; 2025Q2: 1,274 shares; 2025Q3: 1,330 shares; 2025Q4: 1,365 shares; 2026Q1: 1,424 shares 1,424 $622K 0.31% +59 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: 3,616 shares; 2024Q4: 3,625 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,655 shares; 2025Q4: 3,671 shares; 2026Q1: 3,189 shares 3,189 $619K 0.31% -482 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: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 735 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $605K 0.3% 0 Timeline GJUN 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: 15,485 shares; 2024Q4: 15,347 shares; 2025Q1: 15,347 shares; 2025Q2: 16,509 shares; 2025Q3: 15,284 shares; 2025Q4: 15,284 shares; 2026Q1: 15,284 shares 15,284 $602K 0.3% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,137 shares; 2026Q1: 4,538 shares 4,538 $595K 0.3% +1,401 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631 $581K 0.29% new Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR 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: 33,267 shares; 2025Q4: 33,267 shares; 2026Q1: 33,267 shares 33,267 $556K 0.28% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,701 shares; 2024Q4: 16,409 shares; 2025Q1: 15,223 shares; 2025Q2: 13,852 shares; 2025Q3: 12,526 shares; 2025Q4: 8,853 shares; 2026Q1: 5,897 shares 5,897 $547K 0.27% -2,956 Timeline DNL 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: 84,461 shares; 2024Q4: 85,793 shares; 2025Q1: 89,995 shares; 2025Q2: 57,902 shares; 2025Q3: 18,328 shares; 2025Q4: 14,614 shares; 2026Q1: 13,450 shares 13,450 $543K 0.27% -1,164 Timeline AOM 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: 13,418 shares; 2024Q4: 13,457 shares; 2025Q1: 13,283 shares; 2025Q2: 12,462 shares; 2025Q3: 11,425 shares; 2025Q4: 11,394 shares; 2026Q1: 11,426 shares 11,426 $541K 0.27% +32 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: 302 shares; 2024Q4: 853 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 746 shares; 2025Q4: 762 shares; 2026Q1: 804 shares 804 $525K 0.26% +42 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 8,144 shares; 2025Q1: 7,499 shares; 2025Q2: 6,741 shares; 2025Q3: 6,688 shares; 2025Q4: 6,353 shares; 2026Q1: 5,678 shares 5,678 $502K 0.25% -675 Timeline GFEB 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: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,121 shares; 2026Q1: 11,686 shares 11,686 $480K 0.24% +9,565 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,577 shares 2,577 $470K 0.23% new 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: 1,304 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 2,741 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 2,367 shares 2,367 $454K 0.23% -25 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: 17,775 shares; 2024Q4: 17,614 shares; 2025Q1: 17,022 shares; 2025Q2: 15,796 shares; 2025Q3: 14,529 shares; 2025Q4: 11,319 shares; 2026Q1: 9,612 shares 9,612 $452K 0.22% -1,707 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares; 2026Q1: 3,273 shares 3,273 $445K 0.22% +20 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares 334 $441K 0.22% new Timeline DAPR 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: 10,956 shares; 2024Q4: 10,956 shares; 2025Q1: 10,956 shares; 2025Q2: 15,181 shares; 2025Q3: 13,505 shares; 2025Q4: 10,864 shares; 2026Q1: 11,041 shares 11,041 $439K 0.22% +177 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: 1,536 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,546 shares; 2025Q4: 1,506 shares; 2026Q1: 1,604 shares 1,604 $420K 0.21% +98 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,472 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 3,620 shares 3,620 $418K 0.21% +1,145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,525 shares 2,525 $416K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,690 shares 1,690 $410K 0.2% +386 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares 1,205 $408K 0.2% new Timeline DNOV 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: 6,743 shares; 2024Q4: 8,740 shares; 2025Q1: 9,155 shares; 2025Q2: 8,079 shares; 2025Q3: 7,506 shares; 2025Q4: 7,887 shares; 2026Q1: 8,497 shares 8,497 $407K 0.2% +610 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: 1,481 shares; 2024Q4: 1,238 shares; 2025Q1: 1,347 shares; 2025Q2: 1,352 shares; 2025Q3: 1,113 shares; 2025Q4: 2,603 shares; 2026Q1: 4,174 shares 4,174 $401K 0.2% +1,571 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: 1,264 shares; 2024Q4: not reported; 2025Q1: 2,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,662 shares; 2025Q4: 2,512 shares; 2026Q1: 3,029 shares 3,029 $390K 0.19% +517 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,993 shares; 2024Q4: 63,990 shares; 2025Q1: 63,523 shares; 2025Q2: 63,410 shares; 2025Q3: 59,929 shares; 2025Q4: 54,136 shares; 2026Q1: 34,929 shares 34,929 $372K 0.19% -19,207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares 525 $372K 0.19% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,298 shares; 2026Q1: 1,296 shares 1,296 $368K 0.18% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares 434 $367K 0.18% new Timeline GJAN 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: 5,430 shares; 2024Q4: 4,236 shares; 2025Q1: 6,358 shares; 2025Q2: 7,753 shares; 2025Q3: 7,753 shares; 2025Q4: 7,431 shares; 2026Q1: 8,497 shares 8,497 $356K 0.18% +1,066 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,863 shares; 2026Q1: 4,298 shares 4,298 $346K 0.17% +435 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares 1,273 $344K 0.17% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,752 shares 5,752 $338K 0.17% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 459 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $335K 0.17% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,447 shares; 2024Q4: 38,747 shares; 2025Q1: 38,884 shares; 2025Q2: 13,335 shares; 2025Q3: 9,905 shares; 2025Q4: 7,559 shares; 2026Q1: 6,912 shares 6,912 $334K 0.17% -647 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: 3,799 shares; 2024Q4: 4,716 shares; 2025Q1: 5,384 shares; 2025Q2: 5,803 shares; 2025Q3: 5,865 shares; 2025Q4: 2,262 shares; 2026Q1: 1,536 shares 1,536 $334K 0.17% -726 Timeline GSEP 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: 8,904 shares; 2024Q4: 11,774 shares; 2025Q1: 11,774 shares; 2025Q2: 10,257 shares; 2025Q3: 10,204 shares; 2025Q4: 10,352 shares; 2026Q1: 8,553 shares 8,553 $326K 0.16% -1,799 Timeline YDEC 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: 30,391 shares; 2024Q4: 33,257 shares; 2025Q1: 45,506 shares; 2025Q2: 38,112 shares; 2025Q3: 15,852 shares; 2025Q4: 14,373 shares; 2026Q1: 12,191 shares 12,191 $321K 0.16% -2,182 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: 960 shares; 2024Q4: 1,123 shares; 2025Q1: 1,434 shares; 2025Q2: 1,862 shares; 2025Q3: 1,899 shares; 2025Q4: 448 shares; 2026Q1: 1,102 shares 1,102 $316K 0.16% +654 Timeline YJUN 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: 64,428 shares; 2024Q4: 61,560 shares; 2025Q1: 57,985 shares; 2025Q2: 26,417 shares; 2025Q3: 14,398 shares; 2025Q4: 13,020 shares; 2026Q1: 12,151 shares 12,151 $313K 0.16% -869 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,281 shares 3,281 $308K 0.15% new 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: 1,240 shares; 2024Q4: 1,246 shares; 2025Q1: 1,256 shares; 2025Q2: 1,260 shares; 2025Q3: 1,218 shares; 2025Q4: 1,202 shares; 2026Q1: 985 shares 985 $306K 0.15% -217 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 2,108 shares; 2025Q1: 2,359 shares; 2025Q2: 1,786 shares; 2025Q3: 1,533 shares; 2025Q4: 1,534 shares; 2026Q1: 1,536 shares 1,536 $306K 0.15% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $303K 0.15% new 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: 976 shares; 2024Q4: 1,128 shares; 2025Q1: 1,188 shares; 2025Q2: 2,077 shares; 2025Q3: 2,910 shares; 2025Q4: 1,244 shares; 2026Q1: 929 shares 929 $298K 0.15% -315 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 9,244 shares; 2025Q4: 8,854 shares; 2026Q1: 8,779 shares 8,779 $294K 0.15% -75 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,182 shares; 2026Q1: 13,182 shares 13,182 $290K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,702 shares 3,702 $283K 0.14% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,683 shares; 2025Q1: 4,735 shares; 2025Q2: 4,729 shares; 2025Q3: 4,652 shares; 2025Q4: 3,984 shares; 2026Q1: 4,002 shares 4,002 $281K 0.14% +18 Timeline GMAY 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: 6,814 shares; 2024Q4: 6,814 shares; 2025Q1: 6,814 shares; 2025Q2: 6,822 shares; 2025Q3: 6,822 shares; 2025Q4: 6,822 shares; 2026Q1: 6,822 shares 6,822 $280K 0.14% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,023 shares 8,023 $280K 0.14% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,540 shares; 2026Q1: 5,458 shares 5,458 $277K 0.14% -2,082 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,027 shares; 2025Q2: 8,966 shares; 2025Q3: 8,858 shares; 2025Q4: 8,833 shares; 2026Q1: 9,095 shares 9,095 $276K 0.14% +262 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $274K 0.14% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,713 shares 4,713 $271K 0.13% new 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: not reported; 2026Q1: 1,404 shares 1,404 $271K 0.13% new 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: 7,005 shares; 2024Q4: 28,855 shares; 2025Q1: 33,628 shares; 2025Q2: 49,648 shares; 2025Q3: 61,021 shares; 2025Q4: 18,533 shares; 2026Q1: 9,169 shares 9,169 $267K 0.13% -9,364 Timeline GAUG 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: 5,910 shares; 2024Q4: not reported; 2025Q1: 7,013 shares; 2025Q2: 8,540 shares; 2025Q3: 8,548 shares; 2025Q4: 8,548 shares; 2026Q1: 6,874 shares 6,874 $266K 0.13% -1,674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,105 shares 2,105 $255K 0.13% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 432 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 445 shares; 2025Q4: 417 shares; 2026Q1: 416 shares 416 $251K 0.13% -1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares; 2025Q4: 2,904 shares; 2026Q1: 2,839 shares 2,839 $250K 0.12% -65 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares 937 $249K 0.12% 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: not reported; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 10,044 shares 10,044 $249K 0.12% +5,382 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,239 shares 5,239 $246K 0.12% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,485 shares; 2025Q2: 9,706 shares; 2025Q3: 15,741 shares; 2025Q4: 4,425 shares; 2026Q1: 3,408 shares 3,408 $242K 0.12% -1,017 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569 shares 2,569 $239K 0.12% new 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: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,147 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $236K 0.12% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,035 shares 4,035 $228K 0.11% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,655 shares 5,655 $221K 0.11% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 7,818 shares; 2025Q1: 6,395 shares; 2025Q2: 6,346 shares; 2025Q3: 5,724 shares; 2025Q4: 5,508 shares; 2026Q1: 5,508 shares 5,508 $221K 0.11% 0 Timeline XSEP 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: 8,724 shares; 2024Q4: 8,724 shares; 2025Q1: 8,724 shares; 2025Q2: 8,724 shares; 2025Q3: 8,724 shares; 2025Q4: 8,665 shares; 2026Q1: 5,273 shares 5,273 $221K 0.11% -3,392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares 1,478 $217K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383 $213K 0.11% new 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: not reported; 2024Q4: 3,806 shares; 2025Q1: not reported; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,249 shares; 2026Q1: 3,149 shares 3,149 $213K 0.11% -100 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 11,648 shares; 2025Q3: 12,560 shares; 2025Q4: 3,824 shares; 2026Q1: 3,215 shares 3,215 $206K 0.1% -609 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is 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: 7,816 shares 7,816 $204K 0.1% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 800 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $202K 0.1% 0 Timeline QMAR 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: 8,511 shares; 2024Q4: 7,689 shares; 2025Q1: 7,176 shares; 2025Q2: 8,070 shares; 2025Q3: 7,328 shares; 2025Q4: 5,833 shares; 2026Q1: 5,940 shares 5,940 $200K 0.1% +107 Timeline PMAY 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: 9,107 shares; 2024Q4: 9,107 shares; 2025Q1: 7,918 shares; 2025Q2: 6,735 shares; 2025Q3: 6,688 shares; 2025Q4: 6,688 shares; 2026Q1: 4,894 shares 4,894 $195K 0.1% -1,794 Timeline GOCT 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: 8,773 shares; 2024Q4: 10,269 shares; 2025Q1: 5,208 shares; 2025Q2: 3,787 shares; 2025Q3: 3,739 shares; 2025Q4: 5,038 shares; 2026Q1: 5,038 shares 5,038 $195K 0.1% 0 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: 3,922 shares; 2024Q4: 3,922 shares; 2025Q1: 3,922 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares 3,833 $188K 0.09% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares 1,156 $184K 0.09% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,738 shares; 2025Q3: 2,797 shares; 2025Q4: 2,443 shares; 2026Q1: 1,942 shares 1,942 $180K 0.09% -501 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824 $177K 0.09% 0 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: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,123 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,342 shares; 2026Q1: 3,320 shares 3,320 $174K 0.09% -22 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: 4,496 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 3,451 shares; 2026Q1: 3,451 shares 3,451 $170K 0.08% 0 Timeline AOK 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: 6,672 shares; 2024Q4: 6,168 shares; 2025Q1: 6,052 shares; 2025Q2: 5,438 shares; 2025Q3: 4,858 shares; 2025Q4: 4,318 shares; 2026Q1: 4,230 shares 4,230 $169K 0.08% -88 Timeline GAPR 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: 3,986 shares; 2024Q4: 3,986 shares; 2025Q1: 3,986 shares; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares; 2025Q4: 3,702 shares; 2026Q1: 3,994 shares 3,994 $162K 0.08% +292 Timeline GDEC 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: 5,579 shares; 2024Q4: 5,484 shares; 2025Q1: 3,038 shares; 2025Q2: 4,445 shares; 2025Q3: 4,390 shares; 2025Q4: 4,328 shares; 2026Q1: 4,336 shares 4,336 $161K 0.08% +8 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: 499 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 459 shares; 2025Q3: 449 shares; 2025Q4: 446 shares; 2026Q1: 445 shares 445 $160K 0.08% -1 Timeline XJUN 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: 3,681 shares; 2024Q4: 3,681 shares; 2025Q1: 3,681 shares; 2025Q2: 3,681 shares; 2025Q3: 3,681 shares; 2025Q4: 3,681 shares; 2026Q1: 3,681 shares 3,681 $158K 0.08% 0 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,760 shares; 2026Q1: 4,810 shares 4,810 $156K 0.08% +50 Timeline QJUN 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: 7,414 shares; 2024Q4: 7,311 shares; 2025Q1: 6,527 shares; 2025Q2: 6,527 shares; 2025Q3: 6,067 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares 4,945 $155K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,168 shares; 2026Q1: 9,163 shares 9,163 $154K 0.08% +7,995 Timeline PJUN 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: 6,398 shares; 2024Q4: 6,398 shares; 2025Q1: 6,398 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,284 shares; 2026Q1: 3,655 shares 3,655 $153K 0.08% -1,629 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 1,725 shares; 2025Q4: 1,679 shares; 2026Q1: 1,197 shares 1,197 $151K 0.07% -482 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: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $148K 0.07% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,517 shares; 2024Q4: 26,517 shares; 2025Q1: 26,051 shares; 2025Q2: 26,508 shares; 2025Q3: 24,075 shares; 2025Q4: 12,924 shares; 2026Q1: 12,676 shares 12,676 $145K 0.07% -248 Timeline JUNM 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares 4,216 $145K 0.07% 0 Timeline SUB 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: 900 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,245 shares; 2025Q4: 1,925 shares; 2026Q1: 1,245 shares 1,245 $133K 0.07% -680 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: 630 shares; 2024Q4: 640 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 1,383 shares; 2025Q4: 1,385 shares; 2026Q1: 1,961 shares 1,961 $132K 0.07% +576 Timeline YMAR 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: 81,014 shares; 2024Q4: 73,456 shares; 2025Q1: 71,050 shares; 2025Q2: 52,478 shares; 2025Q3: 8,027 shares; 2025Q4: 5,049 shares; 2026Q1: 4,829 shares 4,829 $132K 0.07% -220 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,696 shares 25,696 $129K 0.06% new 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: 184 shares; 2024Q4: 535 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 507 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $126K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares 1,267 $126K 0.06% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares 664 $125K 0.06% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $124K 0.06% new Timeline QCAP 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: 4,948 shares; 2024Q4: 4,948 shares; 2025Q1: 4,948 shares; 2025Q2: 4,948 shares; 2025Q3: 4,948 shares; 2025Q4: 4,948 shares; 2026Q1: 4,948 shares 4,948 $119K 0.06% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 739 shares; 2025Q4: 741 shares; 2026Q1: 742 shares 742 $118K 0.06% +1 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares 1,660 $116K 0.06% new Timeline QDEC 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: 618 shares; 2024Q4: 762 shares; 2025Q1: 6,825 shares; 2025Q2: 7,148 shares; 2025Q3: 6,713 shares; 2025Q4: 2,819 shares; 2026Q1: 3,634 shares 3,634 $114K 0.06% +815 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: not reported; 2026Q1: 3,987 shares 3,987 $111K 0.06% new Timeline FPXI 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: 8,763 shares; 2024Q4: 8,521 shares; 2025Q1: 7,952 shares; 2025Q2: 7,379 shares; 2025Q3: 5,302 shares; 2025Q4: 2,235 shares; 2026Q1: 1,710 shares 1,710 $106K 0.05% -525 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 416 shares; 2025Q4: 985 shares; 2026Q1: 985 shares 985 $105K 0.05% 0 Timeline EMLP 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: 4,003 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 2,684 shares; 2025Q4: 2,361 shares; 2026Q1: 2,362 shares 2,362 $103K 0.05% +1 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: 1,023 shares; 2024Q4: 522 shares; 2025Q1: 652 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $102K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 334 shares 334 $99.8K 0.05% -16 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 803 shares; 2025Q1: 808 shares; 2025Q2: 873 shares; 2025Q3: 868 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $98K 0.05% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,619 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 4,007 shares; 2025Q4: 3,553 shares; 2026Q1: 1,941 shares 1,941 $95K 0.05% -1,612 Timeline YSEP 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: 12,668 shares; 2024Q4: 21,776 shares; 2025Q1: 19,885 shares; 2025Q2: 10,818 shares; 2025Q3: 2,762 shares; 2025Q4: 3,542 shares; 2026Q1: 2,885 shares 2,885 $75.5K 0.04% -657 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: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares 1,629 $73.1K 0.04% 0 Timeline GMAR 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,448 shares; 2026Q1: 1,751 shares 1,751 $73K 0.04% +303 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: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares 1,572 $70.1K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 548 shares; 2025Q1: 549 shares; 2025Q2: 551 shares; 2025Q3: 626 shares; 2025Q4: 628 shares; 2026Q1: 630 shares 630 $69.8K 0.03% +2 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 380 shares; 2025Q1: 381 shares; 2025Q2: 379 shares; 2025Q3: 356 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $68.6K 0.03% 0 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: 3,139 shares; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 3,139 shares; 2025Q4: 3,139 shares; 2026Q1: 1,454 shares 1,454 $66.8K 0.03% -1,685 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: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,563 shares; 2026Q1: 1,673 shares 1,673 $66.6K 0.03% -1,890 Timeline XJAN 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: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares 1,796 $64.9K 0.03% 0 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,739 shares 1,739 $58.8K 0.03% new Timeline UJUN 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: 3,084 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 1,544 shares 1,544 $57.5K 0.03% -1,171 Timeline PAUG 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: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 1,408 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,300 shares; 2026Q1: 1,286 shares 1,286 $54.9K 0.03% -14 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: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares 1,134 $54.1K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $53.5K 0.03% 0 Timeline XFEB 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: 2,737 shares; 2024Q4: 2,763 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 1,617 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares 1,431 $50.4K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129 shares 129 $49.5K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 10 shares; 2025Q4: 167 shares; 2026Q1: 157 shares 157 $49.3K 0.02% -10 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $48.7K 0.02% 0 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: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 618 shares; 2025Q3: 389 shares; 2025Q4: 527 shares; 2026Q1: 354 shares 354 $47K 0.02% -173 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 310 shares 310 $44.1K 0.02% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares 203 $39.3K 0.02% new Timeline LRGF 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: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 592 shares; 2025Q4: 594 shares; 2026Q1: 595 shares 595 $39.3K 0.02% +1 Timeline TSYY GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,584 shares; 2025Q4: 12,482 shares; 2026Q1: 11,209 shares 11,209 $38.9K 0.02% -1,273 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: 146 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 384 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $38.6K 0.02% 0 Timeline XAPR 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: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 987 shares 987 $36.4K 0.02% 0 Timeline TSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $35.3K 0.02% 0 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $34.9K 0.02% 0 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: 31 shares; 2024Q4: 30 shares; 2025Q1: 50 shares; 2025Q2: 30 shares; 2025Q3: 139 shares; 2025Q4: 157 shares; 2026Q1: 131 shares 131 $34.3K 0.02% -26 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,111 shares 1,111 $34K 0.02% -154 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 877 shares; 2025Q1: 887 shares; 2025Q2: 868 shares; 2025Q3: 408 shares; 2025Q4: 401 shares; 2026Q1: 383 shares 383 $34K 0.02% -18 Timeline IXC 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: 2,000 shares; 2024Q4: 1,510 shares; 2025Q1: 1,493 shares; 2025Q2: 1,447 shares; 2025Q3: 754 shares; 2025Q4: 468 shares; 2026Q1: 588 shares 588 $33.9K 0.02% +120 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 460 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $33.8K 0.02% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $30.6K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 780 shares; 2025Q4: 538 shares; 2026Q1: 1,198 shares 1,198 $30.1K 0.01% +660 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: 3,601 shares; 2024Q4: 3,478 shares; 2025Q1: 2,673 shares; 2025Q2: 2,103 shares; 2025Q3: 1,304 shares; 2025Q4: 1,298 shares; 2026Q1: 677 shares 677 $29.5K 0.01% -621 Timeline XMAR 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $28.8K 0.01% 0 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $25.6K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $23.9K 0.01% 0 Timeline GNOV 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: 746 shares; 2024Q4: 630 shares; 2025Q1: 550 shares; 2025Q2: 373 shares; 2025Q3: 320 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $21.5K 0.01% 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 32 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $20.7K 0.01% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares 651 $20.6K 0.01% new Timeline XDEC 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: 1,156 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 504 shares 504 $20.3K 0.01% -367 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $20.3K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,444 shares; 2025Q3: 16,564 shares; 2025Q4: 3,625 shares; 2026Q1: 652 shares 652 $20K 0.01% -2,973 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210 $19.3K 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 239 shares; 2025Q4: 255 shares; 2026Q1: 142 shares 142 $18.8K 0.01% -113 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $18.4K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $17.5K 0.01% 0 Timeline MCHI 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: 667 shares; 2024Q4: 660 shares; 2025Q1: 665 shares; 2025Q2: 652 shares; 2025Q3: 304 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $16.4K 0.01% 0 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $15K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 34 shares; 2026Q1: 33 shares 33 $14.1K 0.01% -1 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $13.3K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 141 shares 141 $12.9K 0.01% -422 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $12.5K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 637 shares; 2025Q1: 645 shares; 2025Q2: 528 shares; 2025Q3: 518 shares; 2025Q4: 131 shares; 2026Q1: 54 shares 54 $12.1K 0.01% -77 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: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12K 0.01% 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $10.9K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $10.9K 0.01% 0 Timeline PSEP 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $9.69K <0.01% 0 Timeline COYY GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 1,822 shares; 2026Q1: 2,187 shares 2,187 $9.36K <0.01% +365 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares 56 $9.28K <0.01% new Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $8.56K <0.01% 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: not reported; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 986 shares; 2026Q1: 420 shares 420 $7.67K <0.01% -566 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $6.93K <0.01% new Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $6.12K <0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 156 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $5.44K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 258 shares; 2025Q4: 82 shares; 2026Q1: 38 shares 38 $4.87K <0.01% -44 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares 277 $4.75K <0.01% new Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares 53 $4.69K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 85 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $4.61K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 118 shares 118 $4.51K <0.01% -2,681 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $4.33K <0.01% 0 Timeline ISCG 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: 120 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $4.17K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 13 shares; 2026Q1: 20 shares 20 $3.96K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $3.91K <0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $3.8K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $3.2K <0.01% 0 Timeline TIP 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 118 shares; 2025Q2: 94 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 29 shares 29 $3.2K <0.01% -8 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.1K <0.01% 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $2.91K <0.01% 0 Timeline NVYY GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2.85K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 143 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.23K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 41 shares 41 $1.96K <0.01% -1,506 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $1.95K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $1.8K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $1.74K <0.01% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $1.7K <0.01% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 783 shares; 2025Q1: 605 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.36K <0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $1.34K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.22K <0.01% 0 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 16 shares 16 $1.16K <0.01% -84 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $1.16K <0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $1.09K <0.01% 0 Timeline AUGM 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $1.08K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 8 shares 8 $949 <0.01% -5 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $627 <0.01% 0 Timeline SCHZ 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $464 <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $275 <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 89 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $252 <0.01% 0 Timeline MSFL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $137 <0.01% 0 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $99 <0.01% new Timeline