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: 397,708 shares; 2024Q4: 1,139,786 shares; 2025Q1: 1,165,547 shares; 2025Q2: 1,190,816 shares; 2025Q3: 1,223,612 shares; 2025Q4: 1,256,444 shares; 2026Q1: 1,344,150 shares 1,344,150 $31.2M 15.74% +87,706 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: 42,340 shares; 2024Q4: 44,257 shares; 2025Q1: 45,789 shares; 2025Q2: 46,704 shares; 2025Q3: 47,176 shares; 2025Q4: 48,970 shares; 2026Q1: 49,791 shares 49,791 $29.8M 15.01% +821 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: 99,285 shares; 2024Q4: 122,826 shares; 2025Q1: 126,165 shares; 2025Q2: 128,232 shares; 2025Q3: 130,190 shares; 2025Q4: 135,572 shares; 2026Q1: 137,315 shares 137,315 $29.5M 14.9% +1,743 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: 40,048 shares; 2024Q4: 40,340 shares; 2025Q1: 41,391 shares; 2025Q2: 41,937 shares; 2025Q3: 42,268 shares; 2025Q4: 42,893 shares; 2026Q1: 42,868 shares 42,868 $24.7M 12.48% -25 Timeline SHYG 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: 333,544 shares; 2024Q4: 589,614 shares; 2025Q1: 308,453 shares; 2025Q2: 318,795 shares; 2025Q3: 328,334 shares; 2025Q4: 261,395 shares; 2026Q1: 359,293 shares 359,293 $15.2M 7.67% +97,898 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,357 shares; 2024Q4: 126,417 shares; 2025Q1: 128,587 shares; 2025Q2: 130,675 shares; 2025Q3: 133,216 shares; 2025Q4: 137,205 shares; 2026Q1: 139,419 shares 139,419 $12.9M 6.52% +2,214 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,016 shares; 2025Q2: 136,244 shares; 2025Q3: 135,218 shares; 2025Q4: 135,532 shares; 2026Q1: 148,492 shares 148,492 $9.52M 4.8% +12,960 Timeline AVDE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,658 shares 109,658 $9.3M 4.69% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 19,028 shares; 2025Q1: 19,119 shares; 2025Q2: 19,113 shares; 2025Q3: 18,225 shares; 2025Q4: 13,906 shares; 2026Q1: 15,539 shares 15,539 $3.94M 1.99% +1,633 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: 4,554 shares; 2024Q4: 4,612 shares; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares; 2025Q4: 4,667 shares; 2026Q1: 4,817 shares 4,817 $2.31M 1.16% +150 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: 5,185 shares; 2024Q4: 5,174 shares; 2025Q1: 5,230 shares; 2025Q2: 5,215 shares; 2025Q3: 5,268 shares; 2025Q4: 5,413 shares; 2026Q1: 6,195 shares 6,195 $1.82M 0.92% +782 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: 6,535 shares; 2024Q4: 6,800 shares; 2025Q1: 6,872 shares; 2025Q2: 6,870 shares; 2025Q3: 7,130 shares; 2025Q4: 7,388 shares; 2026Q1: 8,255 shares 8,255 $1.72M 0.87% +867 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 707 shares; 2025Q4: 686 shares; 2026Q1: 1,848 shares 1,848 $1.7M 0.86% +1,162 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 8,498 shares; 2025Q1: 6,911 shares; 2025Q2: 6,933 shares; 2025Q3: 7,263 shares; 2025Q4: 7,787 shares; 2026Q1: 9,709 shares 9,709 $1.65M 0.83% +1,922 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,190 shares; 2025Q1: 5,203 shares; 2025Q2: 5,217 shares; 2025Q3: 5,230 shares; 2025Q4: 4,306 shares; 2026Q1: 4,314 shares 4,314 $1.6M 0.81% +8 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: 1,417 shares; 2024Q4: 5,387 shares; 2025Q1: 5,493 shares; 2025Q2: 5,190 shares; 2025Q3: 5,172 shares; 2025Q4: 5,351 shares; 2026Q1: 4,895 shares 4,895 $1.4M 0.71% -456 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: 10,322 shares; 2024Q4: 7,911 shares; 2025Q1: 8,204 shares; 2025Q2: 8,218 shares; 2025Q3: 8,194 shares; 2025Q4: 7,313 shares; 2026Q1: 7,974 shares 7,974 $1.39M 0.7% +661 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: 2,605 shares; 2024Q4: 3,018 shares; 2025Q1: 3,020 shares; 2025Q2: 3,022 shares; 2025Q3: 3,130 shares; 2025Q4: 3,255 shares; 2026Q1: 3,701 shares 3,701 $1.37M 0.69% +446 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: 834 shares; 2024Q4: 807 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 777 shares; 2026Q1: 4,218 shares 4,218 $1.35M 0.68% +3,441 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: 5,118 shares; 2024Q4: 4,087 shares; 2025Q1: 4,211 shares; 2025Q2: 4,201 shares; 2025Q3: 4,160 shares; 2025Q4: 4,083 shares; 2026Q1: 4,318 shares 4,318 $1.34M 0.67% +235 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: 3,593 shares; 2024Q4: 3,597 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares; 2025Q4: 2,875 shares; 2026Q1: 2,878 shares 2,878 $1.26M 0.63% +3 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: 9,696 shares; 2024Q4: 7,610 shares; 2025Q1: 7,359 shares; 2025Q2: 7,415 shares; 2025Q3: 7,539 shares; 2025Q4: 7,261 shares; 2026Q1: 8,809 shares 8,809 $1.25M 0.63% +1,548 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,775 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,954 shares; 2025Q4: 3,115 shares; 2026Q1: 4,074 shares 4,074 $1.23M 0.62% +959 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: 17,052 shares; 2024Q4: 18,017 shares; 2025Q1: 17,049 shares; 2025Q2: 17,106 shares; 2025Q3: 17,530 shares; 2025Q4: 17,371 shares; 2026Q1: 23,709 shares 23,709 $1.13M 0.57% +6,338 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: 2,081 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,089 shares; 2025Q4: 2,091 shares; 2026Q1: 2,093 shares 2,093 $893K 0.45% +2 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: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,361 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $735K 0.37% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 9,613 shares; 2025Q1: 9,642 shares; 2025Q2: 9,671 shares; 2025Q3: 9,699 shares; 2025Q4: 9,730 shares; 2026Q1: 27,269 shares 27,269 $684K 0.35% +17,539 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,693 shares; 2025Q1: 1,697 shares; 2025Q2: 1,702 shares; 2025Q3: 1,706 shares; 2025Q4: 1,711 shares; 2026Q1: 1,715 shares 1,715 $612K 0.31% +4 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: 3,236 shares; 2024Q4: 3,238 shares; 2025Q1: 3,518 shares; 2025Q2: 3,518 shares; 2025Q3: 3,525 shares; 2025Q4: 3,424 shares; 2026Q1: 3,426 shares 3,426 $504K 0.25% +2 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: 2,954 shares; 2024Q4: 3,099 shares; 2025Q1: 3,102 shares; 2025Q2: 3,106 shares; 2025Q3: 3,127 shares; 2025Q4: 3,188 shares; 2026Q1: 3,154 shares 3,154 $456K 0.23% -34 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,647 shares; 2025Q1: 4,355 shares; 2025Q2: 4,401 shares; 2025Q3: 4,463 shares; 2025Q4: 4,511 shares; 2026Q1: 5,309 shares 5,309 $446K 0.22% +798 Timeline VSGX 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: 6,236 shares; 2024Q4: 5,700 shares; 2025Q1: 5,367 shares; 2025Q2: 5,406 shares; 2025Q3: 5,513 shares; 2025Q4: 5,443 shares; 2026Q1: 6,123 shares 6,123 $439K 0.22% +680 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,576 shares; 2025Q3: 1,580 shares; 2025Q4: 1,585 shares; 2026Q1: 1,679 shares 1,679 $416K 0.21% +94 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 reported; 2024Q4: 1,204 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,345 shares; 2025Q4: 1,356 shares; 2026Q1: 1,347 shares 1,347 $387K 0.2% -9 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,808 shares; 2025Q1: 5,509 shares; 2025Q2: 5,529 shares; 2025Q3: 5,690 shares; 2025Q4: 5,672 shares; 2026Q1: 7,841 shares 7,841 $372K 0.19% +2,169 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,864 shares; 2025Q1: 2,865 shares; 2025Q2: 2,868 shares; 2025Q3: 2,870 shares; 2025Q4: 2,874 shares; 2026Q1: 2,875 shares 2,875 $368K 0.19% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,272 shares; 2025Q1: 2,281 shares; 2025Q2: 2,289 shares; 2025Q3: 2,298 shares; 2025Q4: 2,309 shares; 2026Q1: 2,316 shares 2,316 $338K 0.17% +7 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,422 shares; 2025Q1: 1,278 shares; 2025Q2: 1,289 shares; 2025Q3: 1,311 shares; 2025Q4: 1,258 shares; 2026Q1: 1,372 shares 1,372 $306K 0.15% +114 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,343 shares; 2025Q1: 2,119 shares; 2025Q2: 2,126 shares; 2025Q3: 2,172 shares; 2025Q4: 2,106 shares; 2026Q1: 2,329 shares 2,329 $298K 0.15% +223 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,563 shares; 2025Q4: 4,583 shares; 2026Q1: 4,581 shares 4,581 $271K 0.14% -2 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: 143,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares; 2026Q1: 2,829 shares 2,829 $259K 0.13% -10 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $258K 0.13% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 997 shares; 2025Q4: 1,005 shares; 2026Q1: 1,003 shares 1,003 $243K 0.12% -2 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,984 shares; 2025Q2: 2,001 shares; 2025Q3: 2,018 shares; 2025Q4: 2,037 shares; 2026Q1: 2,050 shares 2,050 $237K 0.12% +13 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,237 shares; 2026Q1: 5,000 shares 5,000 $237K 0.12% -57,237 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: 1,065 shares; 2024Q4: 1,071 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,085 shares; 2025Q4: 1,090 shares; 2026Q1: 1,095 shares 1,095 $234K 0.12% +5 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,087 shares; 2026Q1: 3,973 shares 3,973 $210K 0.11% -101,114 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $204K 0.1% new 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: 569 shares; 2024Q4: 567 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares 311 $202K 0.1% new Timeline