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: not loaded; 2024Q4: 61,541 shares; 2025Q1: 49,663 shares; 2025Q2: 59,984 shares; 2025Q3: 59,603 shares; 2025Q4: 62,352 shares; 2026Q1: 57,728 shares 57,728 $14.7M 4.49% -4,624 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 loaded; 2024Q4: 472,547 shares; 2025Q1: 478,996 shares; 2025Q2: 485,525 shares; 2025Q3: 468,797 shares; 2025Q4: 471,283 shares; 2026Q1: 435,304 shares 435,304 $13.4M 4.09% -35,979 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: not loaded; 2024Q4: 37,204 shares; 2025Q1: 18,465 shares; 2025Q2: 35,883 shares; 2025Q3: 35,556 shares; 2025Q4: 35,625 shares; 2026Q1: 34,394 shares 34,394 $12.7M 3.9% -1,231 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,408 shares; 2025Q1: 17,886 shares; 2025Q2: 17,862 shares; 2025Q3: 17,710 shares; 2025Q4: 66,167 shares; 2026Q1: 16,758 shares 16,758 $9.67M 2.96% -49,409 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 loaded; 2024Q4: 58,990 shares; 2025Q1: 56,444 shares; 2025Q2: 48,045 shares; 2025Q3: 50,038 shares; 2025Q4: 70,643 shares; 2026Q1: 78,287 shares 78,287 $7.17M 2.2% +7,644 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 loaded; 2024Q4: 10,205 shares; 2025Q1: not reported; 2025Q2: 10,220 shares; 2025Q3: 10,166 shares; 2025Q4: 9,737 shares; 2026Q1: 9,545 shares 9,545 $6.76M 2.07% -192 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: not loaded; 2024Q4: 25,760 shares; 2025Q1: 23,969 shares; 2025Q2: 28,248 shares; 2025Q3: 28,086 shares; 2025Q4: 29,723 shares; 2026Q1: 28,144 shares 28,144 $5.86M 1.8% -1,579 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,027 shares; 2025Q1: 33,095 shares; 2025Q2: 36,453 shares; 2025Q3: 35,983 shares; 2025Q4: 36,139 shares; 2026Q1: 35,518 shares 35,518 $5.26M 1.61% -621 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,382 shares; 2025Q4: 9,673 shares; 2026Q1: 10,735 shares 10,735 $5.14M 1.58% +1,062 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,330 shares; 2025Q1: 11,624 shares; 2025Q2: 11,735 shares; 2025Q3: 11,940 shares; 2025Q4: 42,588 shares; 2026Q1: 25,368 shares 25,368 $4.98M 1.52% -17,220 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,642 shares; 2025Q1: 83,688 shares; 2025Q2: 85,196 shares; 2025Q3: 85,490 shares; 2025Q4: 84,982 shares; 2026Q1: 77,514 shares 77,514 $4.74M 1.45% -7,468 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,314 shares; 2025Q4: 31,162 shares; 2026Q1: 103,195 shares 103,195 $4.38M 1.34% +72,033 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,694 shares; 2025Q1: 30,047 shares; 2025Q2: 29,491 shares; 2025Q3: 28,935 shares; 2025Q4: 84,530 shares; 2026Q1: 22,386 shares 22,386 $4.29M 1.32% -62,144 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: not loaded; 2024Q4: 18,354 shares; 2025Q1: 13,669 shares; 2025Q2: 19,620 shares; 2025Q3: 17,431 shares; 2025Q4: 22,201 shares; 2026Q1: 24,030 shares 24,030 $4.19M 1.28% +1,829 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 loaded; 2024Q4: 34,146 shares; 2025Q1: 27,574 shares; 2025Q2: 33,085 shares; 2025Q3: 32,862 shares; 2025Q4: 33,445 shares; 2026Q1: 33,042 shares 33,042 $3.97M 1.22% -403 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,018 shares; 2025Q1: 35,642 shares; 2025Q2: 36,154 shares; 2025Q3: 35,797 shares; 2025Q4: 36,004 shares; 2026Q1: 36,360 shares 36,360 $3.56M 1.09% +356 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,548 shares; 2025Q1: 18,111 shares; 2025Q2: 17,219 shares; 2025Q3: 17,200 shares; 2025Q4: 16,584 shares; 2026Q1: 16,506 shares 16,506 $3.33M 1.02% -78 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,239 shares; 2025Q1: 63,095 shares; 2025Q2: 64,621 shares; 2025Q3: 63,143 shares; 2025Q4: 61,494 shares; 2026Q1: 51,277 shares 51,277 $3.14M 0.96% -10,217 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,584 shares; 2025Q1: 20,209 shares; 2025Q2: 23,488 shares; 2025Q3: 22,469 shares; 2025Q4: 40,066 shares; 2026Q1: 41,678 shares 41,678 $3.07M 0.94% +1,612 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 loaded; 2024Q4: 15,829 shares; 2025Q1: 13,692 shares; 2025Q2: 13,258 shares; 2025Q3: 11,202 shares; 2025Q4: 10,734 shares; 2026Q1: 9,912 shares 9,912 $3.07M 0.94% -822 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: not loaded; 2024Q4: 11,660 shares; 2025Q1: 9,854 shares; 2025Q2: 10,576 shares; 2025Q3: 10,214 shares; 2025Q4: 10,558 shares; 2026Q1: 9,903 shares 9,903 $2.99M 0.92% -655 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,540 shares; 2025Q4: 47,710 shares; 2026Q1: 58,816 shares 58,816 $2.96M 0.91% +11,106 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: not loaded; 2024Q4: 15,652 shares; 2025Q1: 15,438 shares; 2025Q2: 10,993 shares; 2025Q3: 10,643 shares; 2025Q4: 11,254 shares; 2026Q1: 10,312 shares 10,312 $2.96M 0.91% -942 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,142 shares; 2025Q1: 10,709 shares; 2025Q2: 11,454 shares; 2025Q3: 11,487 shares; 2025Q4: 22,210 shares; 2026Q1: 22,117 shares 22,117 $2.94M 0.9% -93 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,816 shares; 2025Q1: 10,138 shares; 2025Q2: 10,353 shares; 2025Q3: 9,988 shares; 2025Q4: 36,919 shares; 2026Q1: 9,907 shares 9,907 $2.85M 0.87% -27,012 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,753 shares; 2025Q1: 65,773 shares; 2025Q2: 67,367 shares; 2025Q3: 68,217 shares; 2025Q4: 62,269 shares; 2026Q1: 62,869 shares 62,869 $2.82M 0.86% +600 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 loaded; 2024Q4: 11,885 shares; 2025Q1: 4,567 shares; 2025Q2: 14,451 shares; 2025Q3: 15,772 shares; 2025Q4: 15,761 shares; 2026Q1: 13,292 shares 13,292 $2.75M 0.84% -2,469 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: not loaded; 2024Q4: 19,015 shares; 2025Q1: 28,667 shares; 2025Q2: 34,518 shares; 2025Q3: 48,287 shares; 2025Q4: 55,991 shares; 2026Q1: 56,668 shares 56,668 $2.62M 0.8% +677 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 428 shares; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 773 shares; 2025Q4: 9,461 shares; 2026Q1: 4,292 shares 4,292 $2.56M 0.79% -5,169 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,582 shares; 2025Q1: 64,292 shares; 2025Q2: 66,365 shares; 2025Q3: 66,420 shares; 2025Q4: 64,723 shares; 2026Q1: 58,404 shares 58,404 $2.45M 0.75% -6,319 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,340 shares; 2025Q1: 5,020 shares; 2025Q2: 5,491 shares; 2025Q3: 5,460 shares; 2025Q4: 5,300 shares; 2026Q1: 5,594 shares 5,594 $2.44M 0.75% +294 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: not loaded; 2024Q4: 2,020 shares; 2025Q1: 1,584 shares; 2025Q2: 2,085 shares; 2025Q3: 2,121 shares; 2025Q4: 2,429 shares; 2026Q1: 2,354 shares 2,354 $2.35M 0.72% -75 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 loaded; 2024Q4: 20,952 shares; 2025Q1: 30,591 shares; 2025Q2: 79,984 shares; 2025Q3: 88,568 shares; 2025Q4: 91,653 shares; 2026Q1: 86,630 shares 86,630 $2.22M 0.68% -5,023 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,880 shares; 2025Q1: 48,916 shares; 2025Q2: 33,796 shares; 2025Q3: 32,231 shares; 2025Q4: 33,038 shares; 2026Q1: 31,025 shares 31,025 $2.17M 0.67% -2,013 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: not loaded; 2024Q4: 14,789 shares; 2025Q1: 6,445 shares; 2025Q2: 13,527 shares; 2025Q3: 13,490 shares; 2025Q4: 14,494 shares; 2026Q1: 12,761 shares 12,761 $2.16M 0.66% -1,733 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,519 shares; 2025Q1: 31,691 shares; 2025Q2: 33,267 shares; 2025Q3: 34,009 shares; 2025Q4: 36,057 shares; 2026Q1: 35,762 shares 35,762 $2.14M 0.65% -295 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,675 shares; 2025Q1: 30,949 shares; 2025Q2: 30,028 shares; 2025Q3: 24,385 shares; 2025Q4: 22,723 shares; 2026Q1: 20,627 shares 20,627 $2.11M 0.65% -2,096 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,316 shares; 2025Q1: 27,292 shares; 2025Q2: 20,010 shares; 2025Q3: 19,065 shares; 2025Q4: 19,142 shares; 2026Q1: 17,238 shares 17,238 $2.09M 0.64% -1,904 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,843 shares; 2025Q1: 27,517 shares; 2025Q2: 33,820 shares; 2025Q3: 35,507 shares; 2025Q4: 34,841 shares; 2026Q1: 36,230 shares 36,230 $2.01M 0.62% +1,389 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,880 shares; 2025Q1: 39,507 shares; 2025Q2: 21,370 shares; 2025Q3: 20,544 shares; 2025Q4: 19,816 shares; 2026Q1: 18,722 shares 18,722 $1.98M 0.61% -1,094 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,173 shares; 2025Q1: 6,273 shares; 2025Q2: 9,463 shares; 2025Q3: 9,681 shares; 2025Q4: 18,020 shares; 2026Q1: 19,342 shares 19,342 $1.95M 0.6% +1,322 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,425 shares; 2025Q1: 16,611 shares; 2025Q2: 16,414 shares; 2025Q3: 16,469 shares; 2025Q4: 16,220 shares; 2026Q1: 15,882 shares 15,882 $1.92M 0.59% -338 Timeline EMXC 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 loaded; 2024Q4: 12,167 shares; 2025Q1: 26,173 shares; 2025Q2: 18,779 shares; 2025Q3: 20,966 shares; 2025Q4: 21,463 shares; 2026Q1: 23,902 shares 23,902 $1.88M 0.58% +2,439 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31,537 shares; 2025Q2: 39,459 shares; 2025Q3: 38,899 shares; 2025Q4: 41,274 shares; 2026Q1: 40,137 shares 40,137 $1.85M 0.57% -1,137 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,745 shares; 2025Q1: 42,888 shares; 2025Q2: 20,450 shares; 2025Q3: 19,470 shares; 2025Q4: 20,545 shares; 2026Q1: 23,875 shares 23,875 $1.83M 0.56% +3,330 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,857 shares; 2025Q1: 28,451 shares; 2025Q2: 34,440 shares; 2025Q3: 36,230 shares; 2025Q4: 32,702 shares; 2026Q1: 32,031 shares 32,031 $1.81M 0.56% -671 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: not loaded; 2024Q4: 3,319 shares; 2025Q1: not reported; 2025Q2: 3,356 shares; 2025Q3: 3,347 shares; 2025Q4: 3,175 shares; 2026Q1: 3,220 shares 3,220 $1.81M 0.56% +45 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: not loaded; 2024Q4: 3,137 shares; 2025Q1: 4,168 shares; 2025Q2: 4,397 shares; 2025Q3: 4,477 shares; 2025Q4: 6,179 shares; 2026Q1: 6,177 shares 6,177 $1.78M 0.54% -2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,806 shares; 2025Q1: 1,701 shares; 2025Q2: 6,850 shares; 2025Q3: 6,905 shares; 2025Q4: 7,180 shares; 2026Q1: 7,179 shares 7,179 $1.75M 0.54% -1 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,575 shares; 2025Q3: 43,623 shares; 2025Q4: 47,835 shares; 2026Q1: 59,693 shares 59,693 $1.74M 0.53% +11,858 Timeline EAGG 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 loaded; 2024Q4: 39,091 shares; 2025Q1: 39,071 shares; 2025Q2: 37,713 shares; 2025Q3: 34,729 shares; 2025Q4: 33,855 shares; 2026Q1: 35,905 shares 35,905 $1.71M 0.52% +2,050 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,251 shares; 2025Q1: 15,721 shares; 2025Q2: 15,595 shares; 2025Q3: 15,429 shares; 2025Q4: 15,710 shares; 2026Q1: 17,370 shares 17,370 $1.68M 0.51% +1,660 Timeline ESGU 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 loaded; 2024Q4: 10,684 shares; 2025Q1: 11,219 shares; 2025Q2: 9,781 shares; 2025Q3: 12,240 shares; 2025Q4: 11,768 shares; 2026Q1: 11,666 shares 11,666 $1.65M 0.51% -102 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 loaded; 2024Q4: 3,216 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 1,810 shares; 2026Q1: 1,777 shares 1,777 $1.63M 0.5% -33 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,208 shares; 2025Q1: 18,833 shares; 2025Q2: 15,754 shares; 2025Q3: 14,977 shares; 2025Q4: 31,447 shares; 2026Q1: 14,322 shares 14,322 $1.62M 0.5% -17,125 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,081 shares; 2025Q1: 36,455 shares; 2025Q2: 36,915 shares; 2025Q3: 33,803 shares; 2025Q4: 32,370 shares; 2026Q1: 31,833 shares 31,833 $1.62M 0.5% -537 Timeline SUSC 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 loaded; 2024Q4: 81,115 shares; 2025Q1: 80,542 shares; 2025Q2: 59,742 shares; 2025Q3: 65,302 shares; 2025Q4: 69,765 shares; 2026Q1: 69,754 shares 69,754 $1.61M 0.49% -11 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,335 shares; 2025Q1: 18,209 shares; 2025Q2: 19,453 shares; 2025Q3: 19,684 shares; 2025Q4: 21,291 shares; 2026Q1: 21,966 shares 21,966 $1.54M 0.47% +675 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,569 shares; 2025Q1: 4,432 shares; 2025Q2: 5,362 shares; 2025Q3: 5,333 shares; 2025Q4: 14,663 shares; 2026Q1: 7,208 shares 7,208 $1.52M 0.47% -7,455 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,547 shares; 2026Q1: 23,471 shares 23,471 $1.5M 0.46% +12,924 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 loaded; 2024Q4: 58,647 shares; 2025Q1: 60,921 shares; 2025Q2: 57,543 shares; 2025Q3: 59,933 shares; 2025Q4: 64,202 shares; 2026Q1: 64,256 shares 64,256 $1.49M 0.46% +54 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,084 shares; 2025Q1: 30,124 shares; 2025Q2: 28,401 shares; 2025Q3: 27,756 shares; 2025Q4: 172,177 shares; 2026Q1: 25,511 shares 25,511 $1.48M 0.45% -146,666 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,780 shares; 2025Q1: 28,449 shares; 2025Q2: 28,825 shares; 2025Q3: 31,087 shares; 2025Q4: 31,945 shares; 2026Q1: 32,449 shares 32,449 $1.47M 0.45% +504 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: not loaded; 2024Q4: 17,960 shares; 2025Q1: 4,628 shares; 2025Q2: 17,955 shares; 2025Q3: 17,867 shares; 2025Q4: 18,042 shares; 2026Q1: 18,537 shares 18,537 $1.44M 0.44% +495 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,753 shares; 2025Q1: 1,775 shares; 2025Q2: 4,072 shares; 2025Q3: 4,224 shares; 2025Q4: 4,427 shares; 2026Q1: 4,480 shares 4,480 $1.44M 0.44% +53 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 4,850 shares; 2025Q4: 17,295 shares; 2026Q1: 27,570 shares 27,570 $1.4M 0.43% +10,275 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,102 shares; 2025Q1: 9,332 shares; 2025Q2: 8,670 shares; 2025Q3: 8,006 shares; 2025Q4: 7,210 shares; 2026Q1: 6,347 shares 6,347 $1.38M 0.42% -863 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,973 shares; 2025Q1: 5,045 shares; 2025Q2: 5,024 shares; 2025Q3: 5,107 shares; 2025Q4: 5,029 shares; 2026Q1: 4,997 shares 4,997 $1.36M 0.42% -32 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,289 shares; 2025Q1: 30,947 shares; 2025Q2: 30,457 shares; 2025Q3: 29,762 shares; 2025Q4: 28,648 shares; 2026Q1: 28,427 shares 28,427 $1.34M 0.41% -221 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,736 shares; 2025Q2: 11,997 shares; 2025Q3: 13,517 shares; 2025Q4: 13,847 shares; 2026Q1: 20,821 shares 20,821 $1.3M 0.4% +6,974 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: not loaded; 2024Q4: 3,780 shares; 2025Q1: 3,452 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 4,387 shares; 2026Q1: 4,411 shares 4,411 $1.3M 0.4% +24 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,545 shares; 2025Q1: 34,715 shares; 2025Q2: 35,012 shares; 2025Q3: 34,412 shares; 2025Q4: 33,975 shares; 2026Q1: 34,119 shares 34,119 $1.29M 0.4% +144 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 loaded; 2024Q4: 9,549 shares; 2025Q1: 9,300 shares; 2025Q2: 19,177 shares; 2025Q3: 18,728 shares; 2025Q4: 25,617 shares; 2026Q1: 18,218 shares 18,218 $1.27M 0.39% -7,399 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,167 shares; 2025Q1: not reported; 2025Q2: 20,281 shares; 2025Q3: 30,515 shares; 2025Q4: 28,022 shares; 2026Q1: 25,230 shares 25,230 $1.27M 0.39% -2,792 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,351 shares; 2025Q1: 26,391 shares; 2025Q2: 26,622 shares; 2025Q3: 26,703 shares; 2025Q4: 23,852 shares; 2026Q1: 54,668 shares 54,668 $1.25M 0.38% +30,816 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,115 shares; 2025Q1: 6,079 shares; 2025Q2: 7,380 shares; 2025Q3: 7,363 shares; 2025Q4: 6,863 shares; 2026Q1: 6,024 shares 6,024 $1.23M 0.38% -839 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,742 shares; 2025Q1: 44,722 shares; 2025Q2: 34,804 shares; 2025Q3: 28,174 shares; 2025Q4: 28,801 shares; 2026Q1: 26,435 shares 26,435 $1.22M 0.37% -2,366 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,066 shares; 2025Q1: 29,207 shares; 2025Q2: 47,597 shares; 2025Q3: 49,647 shares; 2025Q4: 46,905 shares; 2026Q1: 42,995 shares 42,995 $1.21M 0.37% -3,910 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 loaded; 2024Q4: 3,501 shares; 2025Q1: 2,917 shares; 2025Q2: 3,372 shares; 2025Q3: 3,299 shares; 2025Q4: 3,491 shares; 2026Q1: 3,655 shares 3,655 $1.2M 0.37% +164 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,981 shares; 2025Q1: 1,345 shares; 2025Q2: 8,111 shares; 2025Q3: 8,016 shares; 2025Q4: 8,201 shares; 2026Q1: 8,219 shares 8,219 $1.19M 0.36% +18 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 loaded; 2024Q4: 5,976 shares; 2025Q1: 5,048 shares; 2025Q2: 6,598 shares; 2025Q3: 6,624 shares; 2025Q4: 8,947 shares; 2026Q1: 9,513 shares 9,513 $1.18M 0.36% +566 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,069 shares; 2025Q1: 10,967 shares; 2025Q2: 12,790 shares; 2025Q3: 15,006 shares; 2025Q4: 20,237 shares; 2026Q1: 20,117 shares 20,117 $1.11M 0.34% -120 Timeline USXF 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 loaded; 2024Q4: 43,274 shares; 2025Q1: 46,296 shares; 2025Q2: 27,581 shares; 2025Q3: 20,315 shares; 2025Q4: 19,852 shares; 2026Q1: 19,832 shares 19,832 $1.09M 0.34% -20 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,289 shares; 2026Q1: 29,614 shares 29,614 $1.09M 0.33% +3,325 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,108 shares; 2025Q1: 29,255 shares; 2025Q2: 21,688 shares; 2025Q3: 21,208 shares; 2025Q4: 25,299 shares; 2026Q1: 23,582 shares 23,582 $1.07M 0.33% -1,717 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 21,245 shares; 2026Q1: 23,453 shares 23,453 $1.06M 0.32% +2,208 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,840 shares; 2025Q1: 14,829 shares; 2025Q2: 10,921 shares; 2025Q3: 11,087 shares; 2025Q4: 11,028 shares; 2026Q1: 11,140 shares 11,140 $1.06M 0.32% +112 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 loaded; 2024Q4: 16,481 shares; 2025Q1: 15,435 shares; 2025Q2: 12,002 shares; 2025Q3: 11,474 shares; 2025Q4: 12,211 shares; 2026Q1: 10,777 shares 10,777 $1.01M 0.31% -1,434 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,988 shares; 2025Q1: 29,988 shares; 2025Q2: 29,910 shares; 2025Q3: 28,925 shares; 2025Q4: 27,668 shares; 2026Q1: 25,575 shares 25,575 $1.01M 0.31% -2,093 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,540 shares; 2025Q1: 5,357 shares; 2025Q2: 6,177 shares; 2025Q3: 6,870 shares; 2025Q4: 9,242 shares; 2026Q1: 9,021 shares 9,021 $1M 0.31% -221 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: not loaded; 2024Q4: 727 shares; 2025Q1: 661 shares; 2025Q2: 832 shares; 2025Q3: 856 shares; 2025Q4: 854 shares; 2026Q1: 1,653 shares 1,653 $999K 0.31% +799 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,509 shares 10,509 $980K 0.3% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,713 shares; 2025Q3: 22,279 shares; 2025Q4: 22,074 shares; 2026Q1: 21,353 shares 21,353 $979K 0.3% -721 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 loaded; 2024Q4: 9,359 shares; 2025Q1: 9,826 shares; 2025Q2: 8,905 shares; 2025Q3: 8,613 shares; 2025Q4: 8,629 shares; 2026Q1: 9,066 shares 9,066 $962K 0.29% +437 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,382 shares; 2025Q1: 4,769 shares; 2025Q2: 4,041 shares; 2025Q3: 4,027 shares; 2025Q4: 3,848 shares; 2026Q1: 8,569 shares 8,569 $922K 0.28% +4,721 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,750 shares; 2025Q1: 3,549 shares; 2025Q2: 3,750 shares; 2025Q3: 3,912 shares; 2025Q4: 3,912 shares; 2026Q1: 3,939 shares 3,939 $905K 0.28% +27 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,387 shares; 2025Q1: 7,389 shares; 2025Q2: 7,423 shares; 2025Q3: 7,164 shares; 2025Q4: 7,737 shares; 2026Q1: 7,849 shares 7,849 $902K 0.28% +112 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,217 shares; 2025Q1: 5,212 shares; 2025Q2: 5,218 shares; 2025Q3: 5,106 shares; 2025Q4: 4,854 shares; 2026Q1: 4,705 shares 4,705 $891K 0.27% -149 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,821 shares; 2025Q1: 2,339 shares; 2025Q2: 2,752 shares; 2025Q3: 2,764 shares; 2025Q4: 2,859 shares; 2026Q1: 2,528 shares 2,528 $889K 0.27% -331 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,742 shares; 2025Q1: 1,653 shares; 2025Q2: 1,658 shares; 2025Q3: 1,659 shares; 2025Q4: 4,885 shares; 2026Q1: 1,350 shares 1,350 $877K 0.27% -3,535 Timeline QTEC 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 loaded; 2024Q4: 4,760 shares; 2025Q1: 4,537 shares; 2025Q2: 4,341 shares; 2025Q3: 4,261 shares; 2025Q4: 4,157 shares; 2026Q1: 4,057 shares 4,057 $876K 0.27% -100 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,921 shares; 2025Q1: 5,428 shares; 2025Q2: 8,283 shares; 2025Q3: 9,735 shares; 2025Q4: 9,415 shares; 2026Q1: 8,777 shares 8,777 $863K 0.26% -638 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: not loaded; 2024Q4: 1,370 shares; 2025Q1: 1,306 shares; 2025Q2: 1,305 shares; 2025Q3: 1,255 shares; 2025Q4: 1,899 shares; 2026Q1: 1,485 shares 1,485 $849K 0.26% -414 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 7,435 shares; 2025Q3: 9,516 shares; 2025Q4: 9,518 shares; 2026Q1: 8,805 shares 8,805 $841K 0.26% -713 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,280 shares; 2025Q1: 1,558 shares; 2025Q2: 5,075 shares; 2025Q3: 5,006 shares; 2025Q4: 5,055 shares; 2026Q1: 5,338 shares 5,338 $829K 0.25% +283 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,861 shares; 2025Q1: not reported; 2025Q2: 18,790 shares; 2025Q3: 18,887 shares; 2025Q4: 18,693 shares; 2026Q1: 18,625 shares 18,625 $821K 0.25% -68 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 loaded; 2024Q4: 4,795 shares; 2025Q1: 3,744 shares; 2025Q2: 4,789 shares; 2025Q3: 4,755 shares; 2025Q4: 4,912 shares; 2026Q1: 4,982 shares 4,982 $819K 0.25% +70 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: not loaded; 2024Q4: 1,090 shares; 2025Q1: 900 shares; 2025Q2: 1,205 shares; 2025Q3: 1,074 shares; 2025Q4: 1,196 shares; 2026Q1: 2,178 shares 2,178 $809K 0.25% +982 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,833 shares; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 4,643 shares; 2025Q4: 3,745 shares; 2026Q1: 3,640 shares 3,640 $791K 0.24% -105 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,752 shares; 2025Q1: 3,690 shares; 2025Q2: 3,209 shares; 2025Q3: 2,996 shares; 2025Q4: 2,964 shares; 2026Q1: 3,012 shares 3,012 $788K 0.24% +48 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 loaded; 2024Q4: 11,340 shares; 2025Q1: 5,069 shares; 2025Q2: 10,680 shares; 2025Q3: 10,403 shares; 2025Q4: 10,783 shares; 2026Q1: 10,328 shares 10,328 $785K 0.24% -455 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,004 shares; 2025Q1: not reported; 2025Q2: 8,537 shares; 2025Q3: 8,557 shares; 2025Q4: 9,538 shares; 2026Q1: 9,580 shares 9,580 $762K 0.23% +42 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,629 shares 23,629 $759K 0.23% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,529 shares; 2025Q1: 1,420 shares; 2025Q2: 1,305 shares; 2025Q3: 1,179 shares; 2025Q4: 1,444 shares; 2026Q1: 1,114 shares 1,114 $727K 0.22% -330 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,061 shares; 2025Q1: 5,894 shares; 2025Q2: 5,887 shares; 2025Q3: 5,221 shares; 2025Q4: 4,922 shares; 2026Q1: 4,910 shares 4,910 $719K 0.22% -12 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,063 shares; 2026Q1: 10,713 shares 10,713 $717K 0.22% +4,650 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 loaded; 2024Q4: 780 shares; 2025Q1: 772 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 812 shares; 2026Q1: 742 shares 742 $713K 0.22% -70 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 loaded; 2024Q4: 22,535 shares; 2025Q1: 21,434 shares; 2025Q2: 23,432 shares; 2025Q3: 19,730 shares; 2025Q4: 17,545 shares; 2026Q1: 9,568 shares 9,568 $711K 0.22% -7,977 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 loaded; 2024Q4: 2,928 shares; 2025Q1: 1,117 shares; 2025Q2: 2,933 shares; 2025Q3: 2,934 shares; 2025Q4: 3,040 shares; 2026Q1: 2,929 shares 2,929 $710K 0.22% -111 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,978 shares; 2026Q1: 42,596 shares 42,596 $707K 0.22% +22,618 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,264 shares; 2025Q1: 1,391 shares; 2025Q2: 1,458 shares; 2025Q3: 1,508 shares; 2025Q4: 1,522 shares; 2026Q1: 2,951 shares 2,951 $701K 0.21% +1,429 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,193 shares 10,193 $697K 0.21% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,872 shares; 2025Q1: 4,983 shares; 2025Q2: 4,659 shares; 2025Q3: 4,481 shares; 2025Q4: 6,411 shares; 2026Q1: 6,199 shares 6,199 $694K 0.21% -212 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,812 shares; 2025Q1: 8,271 shares; 2025Q2: 3,362 shares; 2025Q3: 3,322 shares; 2025Q4: 11,492 shares; 2026Q1: 10,227 shares 10,227 $690K 0.21% -1,265 Timeline EVUS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,732 shares; 2025Q4: 22,087 shares; 2026Q1: 21,338 shares 21,338 $679K 0.21% -749 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,943 shares; 2025Q4: 13,409 shares; 2026Q1: 14,689 shares 14,689 $677K 0.21% +1,280 Timeline IXJ 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 loaded; 2024Q4: 3,320 shares; 2025Q1: 4,955 shares; 2025Q2: 4,924 shares; 2025Q3: 6,460 shares; 2025Q4: 6,429 shares; 2026Q1: 7,226 shares 7,226 $675K 0.21% +797 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,463 shares; 2025Q1: 14,430 shares; 2025Q2: 14,212 shares; 2025Q3: 13,492 shares; 2025Q4: 12,916 shares; 2026Q1: 12,812 shares 12,812 $658K 0.2% -104 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,505 shares; 2025Q1: 2,657 shares; 2025Q2: 3,013 shares; 2025Q3: 2,723 shares; 2025Q4: 2,664 shares; 2026Q1: 2,781 shares 2,781 $657K 0.2% +117 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: not loaded; 2024Q4: 1,908 shares; 2025Q1: 858 shares; 2025Q2: 2,049 shares; 2025Q3: 2,060 shares; 2025Q4: 2,117 shares; 2026Q1: 2,089 shares 2,089 $649K 0.2% -28 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,209 shares; 2025Q4: 19,977 shares; 2026Q1: 16,365 shares 16,365 $642K 0.2% -3,612 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: not loaded; 2024Q4: 3,704 shares; 2025Q1: 3,583 shares; 2025Q2: 3,558 shares; 2025Q3: 3,448 shares; 2025Q4: 3,538 shares; 2026Q1: 3,238 shares 3,238 $641K 0.2% -300 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,259 shares; 2025Q1: 1,173 shares; 2025Q2: 1,174 shares; 2025Q3: 1,183 shares; 2025Q4: 1,476 shares; 2026Q1: 2,542 shares 2,542 $632K 0.19% +1,066 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: not loaded; 2024Q4: 14,744 shares; 2025Q1: not reported; 2025Q2: 10,222 shares; 2025Q3: 10,222 shares; 2025Q4: 12,252 shares; 2026Q1: 12,717 shares 12,717 $619K 0.19% +465 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,038 shares; 2025Q3: 17,584 shares; 2025Q4: 19,793 shares; 2026Q1: 18,515 shares 18,515 $610K 0.19% -1,278 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 1,861 shares; 2025Q3: 1,919 shares; 2025Q4: 7,781 shares; 2026Q1: 4,884 shares 4,884 $607K 0.19% -2,897 Timeline EXI 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 loaded; 2024Q4: 1,546 shares; 2025Q1: 2,334 shares; 2025Q2: 2,604 shares; 2025Q3: 3,030 shares; 2025Q4: 3,036 shares; 2026Q1: 3,346 shares 3,346 $605K 0.19% +310 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: not loaded; 2024Q4: 15,115 shares; 2025Q1: 14,218 shares; 2025Q2: 14,710 shares; 2025Q3: 14,204 shares; 2025Q4: 14,056 shares; 2026Q1: 13,767 shares 13,767 $601K 0.18% -289 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,538 shares; 2025Q3: 16,364 shares; 2025Q4: 16,734 shares; 2026Q1: 16,465 shares 16,465 $596K 0.18% -269 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 6,581 shares; 2026Q1: 7,355 shares 7,355 $592K 0.18% +774 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,378 shares; 2025Q3: 6,412 shares; 2025Q4: 7,417 shares; 2026Q1: 6,673 shares 6,673 $590K 0.18% -744 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,794 shares; 2025Q3: 2,558 shares; 2025Q4: 2,556 shares; 2026Q1: 2,818 shares 2,818 $584K 0.18% +262 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: not loaded; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 537 shares; 2025Q4: 5,745 shares; 2026Q1: 6,002 shares 6,002 $577K 0.18% +257 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 7,022 shares; 2025Q3: 6,864 shares; 2025Q4: 6,864 shares; 2026Q1: 6,984 shares 6,984 $575K 0.18% +120 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 loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 2,626 shares; 2025Q4: 3,105 shares; 2026Q1: 2,893 shares 2,893 $558K 0.17% -212 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,948 shares; 2025Q1: 4,128 shares; 2025Q2: 4,671 shares; 2025Q3: 4,409 shares; 2025Q4: 8,494 shares; 2026Q1: 9,108 shares 9,108 $557K 0.17% +614 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,925 shares; 2025Q3: 3,930 shares; 2025Q4: 4,427 shares; 2026Q1: 4,070 shares 4,070 $553K 0.17% -357 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 loaded; 2024Q4: 1,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,391 shares; 2026Q1: 1,636 shares 1,636 $552K 0.17% +245 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,488 shares; 2025Q1: 8,936 shares; 2025Q2: 8,163 shares; 2025Q3: 8,144 shares; 2025Q4: 7,319 shares; 2026Q1: 6,005 shares 6,005 $543K 0.17% -1,314 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,923 shares; 2025Q1: 11,923 shares; 2025Q2: 12,732 shares; 2025Q3: 12,587 shares; 2025Q4: 13,359 shares; 2026Q1: 11,899 shares 11,899 $541K 0.17% -1,460 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,200 shares; 2025Q1: not reported; 2025Q2: 7,966 shares; 2025Q3: 7,970 shares; 2025Q4: 8,548 shares; 2026Q1: 8,801 shares 8,801 $533K 0.16% +253 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 33,993 shares; 2026Q1: 7,503 shares 7,503 $531K 0.16% -26,490 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,104 shares; 2025Q1: 4,654 shares; 2025Q2: 4,434 shares; 2025Q3: 4,504 shares; 2025Q4: 4,714 shares; 2026Q1: 4,714 shares 4,714 $522K 0.16% 0 Timeline DMXF 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 loaded; 2024Q4: 22,121 shares; 2025Q1: 22,634 shares; 2025Q2: 11,182 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,881 shares 6,881 $519K 0.16% 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 loaded; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 2,647 shares; 2025Q3: 2,645 shares; 2025Q4: 2,717 shares; 2026Q1: 2,292 shares 2,292 $518K 0.16% -425 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,343 shares; 2025Q1: 1,066 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,351 shares; 2026Q1: 1,520 shares 1,520 $499K 0.15% +169 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares; 2025Q4: 1,702 shares; 2026Q1: 1,590 shares 1,590 $481K 0.15% -112 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,426 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 12,973 shares; 2025Q4: 13,595 shares; 2026Q1: 13,595 shares 13,595 $481K 0.15% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,845 shares; 2025Q1: not reported; 2025Q2: 13,004 shares; 2025Q3: 13,004 shares; 2025Q4: 13,253 shares; 2026Q1: 16,416 shares 16,416 $475K 0.15% +3,163 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,248 shares; 2025Q3: 6,265 shares; 2025Q4: 6,265 shares; 2026Q1: 6,321 shares 6,321 $475K 0.15% +56 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,212 shares; 2025Q3: 5,428 shares; 2025Q4: 5,553 shares; 2026Q1: 6,950 shares 6,950 $474K 0.15% +1,397 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,526 shares; 2025Q1: 4,269 shares; 2025Q2: 3,240 shares; 2025Q3: 3,225 shares; 2025Q4: 3,131 shares; 2026Q1: 3,035 shares 3,035 $470K 0.14% -96 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,147 shares 9,147 $466K 0.14% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 9,277 shares; 2025Q4: 9,277 shares; 2026Q1: 9,232 shares 9,232 $461K 0.14% -45 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 7,560 shares 7,560 $450K 0.14% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,723 shares; 2025Q1: 9,618 shares; 2025Q2: 9,645 shares; 2025Q3: 10,190 shares; 2025Q4: 10,134 shares; 2026Q1: 8,663 shares 8,663 $449K 0.14% -1,471 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,338 shares; 2025Q4: 2,675 shares; 2026Q1: 2,103 shares 2,103 $449K 0.14% -572 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares 1,992 $447K 0.14% new Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 2,570 shares; 2026Q1: 2,650 shares 2,650 $443K 0.14% +80 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,163 shares; 2026Q1: 1,290 shares 1,290 $440K 0.13% +127 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 loaded; 2024Q4: 6,597 shares; 2025Q1: 4,978 shares; 2025Q2: 6,289 shares; 2025Q3: 5,717 shares; 2025Q4: 5,231 shares; 2026Q1: 4,860 shares 4,860 $435K 0.13% -371 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,756 shares 6,756 $433K 0.13% +6 Timeline MXI 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 loaded; 2024Q4: 4,113 shares; 2025Q1: 4,333 shares; 2025Q2: 4,333 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares; 2026Q1: 4,083 shares 4,083 $433K 0.13% -200 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,702 shares; 2025Q1: 5,702 shares; 2025Q2: 5,603 shares; 2025Q3: 5,531 shares; 2025Q4: 5,261 shares; 2026Q1: 4,692 shares 4,692 $426K 0.13% -569 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,391 shares 10,391 $426K 0.13% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,583 shares; 2025Q1: 1,054 shares; 2025Q2: 1,642 shares; 2025Q3: 1,626 shares; 2025Q4: 2,312 shares; 2026Q1: 1,727 shares 1,727 $418K 0.13% -585 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,301 shares 8,301 $413K 0.13% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,079 shares; 2025Q3: 4,815 shares; 2025Q4: 7,675 shares; 2026Q1: 5,230 shares 5,230 $403K 0.12% -2,445 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: not loaded; 2024Q4: 4,001 shares; 2025Q1: 3,862 shares; 2025Q2: 4,109 shares; 2025Q3: 4,726 shares; 2025Q4: 4,692 shares; 2026Q1: 4,519 shares 4,519 $400K 0.12% -173 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,872 shares 7,872 $393K 0.12% 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: not loaded; 2024Q4: 1,385 shares; 2025Q1: 1,435 shares; 2025Q2: 1,380 shares; 2025Q3: 1,372 shares; 2025Q4: 1,350 shares; 2026Q1: 1,570 shares 1,570 $389K 0.12% +220 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,152 shares; 2025Q2: 7,432 shares; 2025Q3: 8,472 shares; 2025Q4: 9,692 shares; 2026Q1: 9,692 shares 9,692 $389K 0.12% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,508 shares; 2025Q1: not reported; 2025Q2: 5,518 shares; 2025Q3: 5,421 shares; 2025Q4: 5,418 shares; 2026Q1: 5,418 shares 5,418 $386K 0.12% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,010 shares; 2025Q1: not reported; 2025Q2: 9,052 shares; 2025Q3: 9,059 shares; 2025Q4: 9,549 shares; 2026Q1: 9,212 shares 9,212 $378K 0.12% -337 Timeline SUSB 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 loaded; 2024Q4: 18,436 shares; 2025Q1: 17,859 shares; 2025Q2: 15,148 shares; 2025Q3: 14,867 shares; 2025Q4: 15,859 shares; 2026Q1: 15,100 shares 15,100 $378K 0.12% -759 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,458 shares; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,517 shares; 2025Q4: 1,760 shares; 2026Q1: 1,753 shares 1,753 $376K 0.12% -7 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,987 shares; 2025Q1: not reported; 2025Q2: 3,961 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares; 2026Q1: 3,885 shares 3,885 $374K 0.11% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 1,257 shares; 2026Q1: 1,317 shares 1,317 $373K 0.11% +60 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,645 shares 4,645 $368K 0.11% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423 shares 423 $365K 0.11% new Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,197 shares; 2025Q1: 20,184 shares; 2025Q2: 20,195 shares; 2025Q3: 19,911 shares; 2025Q4: 21,623 shares; 2026Q1: 20,998 shares 20,998 $364K 0.11% -625 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,772 shares 2,772 $363K 0.11% new 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: not loaded; 2024Q4: 3,655 shares; 2025Q1: not reported; 2025Q2: 3,648 shares; 2025Q3: 3,538 shares; 2025Q4: 2,792 shares; 2026Q1: 2,794 shares 2,794 $359K 0.11% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 843 shares 843 $359K 0.11% -1,307 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,734 shares; 2025Q4: 1,736 shares; 2026Q1: 1,735 shares 1,735 $357K 0.11% -1 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,616 shares; 2025Q1: 4,244 shares; 2025Q2: 3,627 shares; 2025Q3: 3,646 shares; 2025Q4: 3,493 shares; 2026Q1: 3,486 shares 3,486 $356K 0.11% -7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $352K 0.11% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 879 shares; 2025Q2: 1,203 shares; 2025Q3: 1,006 shares; 2025Q4: 872 shares; 2026Q1: 1,434 shares 1,434 $348K 0.11% +562 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: not loaded; 2024Q4: 1,486 shares; 2025Q1: 1,474 shares; 2025Q2: 1,492 shares; 2025Q3: 1,585 shares; 2025Q4: 1,645 shares; 2026Q1: 1,743 shares 1,743 $346K 0.11% +98 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,158 shares; 2025Q1: 3,934 shares; 2025Q2: 4,401 shares; 2025Q3: 3,987 shares; 2025Q4: 3,515 shares; 2026Q1: 3,515 shares 3,515 $341K 0.1% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,874 shares; 2025Q1: 2,307 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,861 shares; 2026Q1: 2,595 shares 2,595 $339K 0.1% -266 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,193 shares; 2025Q1: 11,824 shares; 2025Q2: 8,138 shares; 2025Q3: 7,737 shares; 2025Q4: 6,227 shares; 2026Q1: 6,093 shares 6,093 $336K 0.1% -134 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 2,083 shares; 2025Q4: 2,085 shares; 2026Q1: 2,081 shares 2,081 $327K 0.1% -4 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares 1,484 $325K 0.1% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,439 shares 3,439 $317K 0.1% new Timeline GRNB 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 loaded; 2024Q4: 12,489 shares; 2025Q1: 12,495 shares; 2025Q2: 12,505 shares; 2025Q3: 12,366 shares; 2025Q4: 13,569 shares; 2026Q1: 13,123 shares 13,123 $314K 0.1% -446 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,831 shares; 2025Q1: not reported; 2025Q2: 8,734 shares; 2025Q3: 8,433 shares; 2025Q4: 8,622 shares; 2026Q1: 8,286 shares 8,286 $308K 0.09% -336 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,455 shares; 2025Q1: 4,850 shares; 2025Q2: 4,132 shares; 2025Q3: 1,690 shares; 2025Q4: 13,079 shares; 2026Q1: 1,689 shares 1,689 $306K 0.09% -11,390 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,454 shares; 2026Q1: 16,250 shares 16,250 $306K 0.09% +2,796 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 2,065 shares; 2025Q4: 2,073 shares; 2026Q1: 2,105 shares 2,105 $305K 0.09% +32 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,068 shares; 2025Q1: 3,380 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,136 shares; 2026Q1: 5,763 shares 5,763 $304K 0.09% +627 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares 843 $301K 0.09% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,741 shares; 2025Q1: 3,064 shares; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares; 2025Q4: 3,534 shares; 2026Q1: 3,064 shares 3,064 $297K 0.09% -470 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,605 shares; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares 2,612 $295K 0.09% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,841 shares 4,841 $291K 0.09% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,399 shares 1,399 $284K 0.09% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $284K 0.09% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 1,014 shares 1,014 $283K 0.09% +301 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163 $281K 0.09% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 788 shares; 2026Q1: 797 shares 797 $275K 0.08% +9 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares 635 $275K 0.08% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares; 2026Q1: 3,079 shares 3,079 $275K 0.08% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares 1,588 $274K 0.08% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,852 shares; 2025Q3: 7,752 shares; 2025Q4: 7,753 shares; 2026Q1: 7,051 shares 7,051 $273K 0.08% -702 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares; 2026Q1: 4,567 shares 4,567 $271K 0.08% +177 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares 1,901 $270K 0.08% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 620 shares 620 $266K 0.08% +55 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares 79 $266K 0.08% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,844 shares; 2026Q1: 10,844 shares 10,844 $264K 0.08% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,145 shares 3,145 $263K 0.08% -133 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 375 shares 375 $261K 0.08% -10 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,729 shares; 2025Q1: not reported; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 4,174 shares; 2026Q1: 5,028 shares 5,028 $261K 0.08% +854 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,677 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,426 shares; 2025Q4: 1,192 shares; 2026Q1: 1,077 shares 1,077 $254K 0.08% -115 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: 474 shares 474 $254K 0.08% -45 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,073 shares; 2025Q1: 5,120 shares; 2025Q2: 6,026 shares; 2025Q3: 5,689 shares; 2025Q4: 138,244 shares; 2026Q1: 4,698 shares 4,698 $253K 0.08% -133,546 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 3,017 shares; 2026Q1: 2,767 shares 2,767 $252K 0.08% -250 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares; 2026Q1: 1,183 shares 1,183 $252K 0.08% +4 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 949 shares; 2025Q4: 1,011 shares; 2026Q1: 1,191 shares 1,191 $250K 0.08% +180 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,468 shares 1,468 $248K 0.08% new 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 loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 2,204 shares; 2025Q4: 2,209 shares; 2026Q1: 1,674 shares 1,674 $246K 0.08% -535 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978 shares 1,978 $242K 0.07% new Timeline IDU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $232K 0.07% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 2,567 shares 2,567 $231K 0.07% -400 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares 263 $229K 0.07% new Timeline RTH 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 loaded; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $228K 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares 2,454 $227K 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 946 shares; 2025Q1: 588 shares; 2025Q2: 830 shares; 2025Q3: 811 shares; 2025Q4: 1,062 shares; 2026Q1: 842 shares 842 $227K 0.07% -220 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $226K 0.07% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $224K 0.07% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,927 shares 2,927 $224K 0.07% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares 1,979 $222K 0.07% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,087 shares; 2026Q1: 2,213 shares 2,213 $221K 0.07% +126 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares; 2026Q1: 4,471 shares 4,471 $220K 0.07% 0 Timeline REET 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,705 shares 8,705 $218K 0.07% new Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,285 shares 2,285 $217K 0.07% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,755 shares; 2025Q1: not reported; 2025Q2: 3,863 shares; 2025Q3: 3,834 shares; 2025Q4: 3,969 shares; 2026Q1: 3,737 shares 3,737 $215K 0.07% -232 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares 1,239 $214K 0.07% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,854 shares; 2026Q1: 3,994 shares 3,994 $213K 0.07% +140 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $211K 0.06% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,007 shares 7,007 $210K 0.06% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,460 shares 5,460 $208K 0.06% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,343 shares; 2025Q4: 7,581 shares; 2026Q1: 2,064 shares 2,064 $207K 0.06% -5,517 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,097 shares; 2025Q3: 3,030 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares 2,968 $204K 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269 $203K 0.06% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767 $203K 0.06% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,790 shares; 2025Q4: 17,308 shares; 2026Q1: 10,898 shares 10,898 $200K 0.06% -6,410 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,495 shares; 2025Q1: 11,198 shares; 2025Q2: 11,527 shares; 2025Q3: 11,939 shares; 2025Q4: 11,358 shares; 2026Q1: 12,205 shares 12,205 $166K 0.05% +847 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,176 shares; 2025Q1: not reported; 2025Q2: 13,176 shares; 2025Q3: 13,176 shares; 2025Q4: 13,176 shares; 2026Q1: 13,176 shares 13,176 $123K 0.04% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,031 shares 10,031 $98K 0.03% new Timeline IVVD INVIVYD INC More: the full row for INVIVYD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,020 shares 17,020 $22K 0.01% new Timeline