FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,981 shares; 2024Q4: 1,763,862 shares; 2025Q1: 1,804,339 shares; 2025Q2: 1,850,958 shares; 2025Q3: 1,841,773 shares; 2025Q4: 1,715,952 shares; 2026Q1: 1,704,754 shares 1,704,754 $47.5M 23.13% -11,198 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,000 shares; 2024Q4: 107,843 shares; 2025Q1: 111,964 shares; 2025Q2: 116,185 shares; 2025Q3: 121,473 shares; 2025Q4: 118,180 shares; 2026Q1: 121,493 shares 121,493 $36.3M 17.69% +3,313 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,553 shares; 2024Q4: 1,014,627 shares; 2025Q1: 999,788 shares; 2025Q2: 983,587 shares; 2025Q3: 982,483 shares; 2025Q4: 965,779 shares; 2026Q1: 962,569 shares 962,569 $23.8M 11.61% -3,210 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: 63,564 shares; 2024Q4: 72,761 shares; 2025Q1: 80,196 shares; 2025Q2: 84,856 shares; 2025Q3: 85,639 shares; 2025Q4: 84,697 shares; 2026Q1: 87,707 shares 87,707 $23M 11.19% +3,010 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: 282,829 shares; 2024Q4: 848,440 shares; 2025Q1: 877,876 shares; 2025Q2: 881,334 shares; 2025Q3: 867,794 shares; 2025Q4: 808,258 shares; 2026Q1: 805,708 shares 805,708 $20.7M 10.07% -2,550 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: 157,710 shares; 2024Q4: 167,512 shares; 2025Q1: 161,142 shares; 2025Q2: 152,347 shares; 2025Q3: 171,189 shares; 2025Q4: 174,440 shares; 2026Q1: 180,800 shares 180,800 $16.4M 7.97% +6,360 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: 5,670 shares; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 6,852 shares; 2025Q3: 6,842 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares 6,352 $4.15M 2.02% 0 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: 24,316 shares; 2024Q4: 24,321 shares; 2025Q1: 24,393 shares; 2025Q2: 32,591 shares; 2025Q3: 32,453 shares; 2025Q4: 32,149 shares; 2026Q1: 32,125 shares 32,125 $3.99M 1.95% -24 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: 64,575 shares; 2024Q4: 63,349 shares; 2025Q1: 60,351 shares; 2025Q2: 59,616 shares; 2025Q3: 60,745 shares; 2025Q4: 58,133 shares; 2026Q1: 55,907 shares 55,907 $3.9M 1.9% -2,226 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,601 shares; 2024Q4: 126,901 shares; 2025Q1: 126,179 shares; 2025Q2: 127,119 shares; 2025Q3: 126,784 shares; 2025Q4: 118,805 shares; 2026Q1: 118,002 shares 118,002 $3.43M 1.67% -803 Timeline SCHE 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: 104,023 shares; 2024Q4: 102,251 shares; 2025Q1: 100,181 shares; 2025Q2: 97,407 shares; 2025Q3: 97,634 shares; 2025Q4: 97,383 shares; 2026Q1: 97,436 shares 97,436 $3.21M 1.56% +53 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139 shares; 2025Q4: 27,370 shares; 2026Q1: 35,729 shares 35,729 $2.88M 1.4% +8,359 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: 9,909 shares; 2024Q4: 9,548 shares; 2025Q1: 9,089 shares; 2025Q2: 9,372 shares; 2025Q3: 9,268 shares; 2025Q4: 9,117 shares; 2026Q1: 8,733 shares 8,733 $2.22M 1.08% -384 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,483 shares; 2024Q4: 58,449 shares; 2025Q1: 58,449 shares; 2025Q2: 58,449 shares; 2025Q3: 58,449 shares; 2025Q4: 58,449 shares; 2026Q1: 58,449 shares 58,449 $1.81M 0.88% 0 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,099 shares; 2024Q4: 54,099 shares; 2025Q1: 70,448 shares; 2025Q2: 70,448 shares; 2025Q3: 70,448 shares; 2025Q4: 70,448 shares; 2026Q1: 84,854 shares 84,854 $1.07M 0.52% +14,406 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: 19,660 shares; 2024Q4: 19,610 shares; 2025Q1: 19,610 shares; 2025Q2: 19,580 shares; 2025Q3: 19,580 shares; 2025Q4: 15,830 shares; 2026Q1: 15,710 shares 15,710 $1.06M 0.52% -120 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 45,699 shares; 2025Q1: 45,632 shares; 2025Q2: 45,129 shares; 2025Q3: 42,969 shares; 2025Q4: 32,644 shares; 2026Q1: 32,231 shares 32,231 $983K 0.48% -413 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: 3,852 shares; 2024Q4: 6,281 shares; 2025Q1: 6,289 shares; 2025Q2: 13,696 shares; 2025Q3: 13,706 shares; 2025Q4: 13,251 shares; 2026Q1: 13,251 shares 13,251 $849K 0.41% 0 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 709 shares; 2025Q4: 7,092 shares; 2026Q1: 7,302 shares 7,302 $702K 0.34% +210 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,807 shares; 2024Q4: 31,835 shares; 2025Q1: 32,045 shares; 2025Q2: 32,287 shares; 2025Q3: 32,502 shares; 2025Q4: 32,777 shares; 2026Q1: 33,002 shares 33,002 $691K 0.34% +225 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: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares 2,255 $476K 0.23% 0 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: 5,034 shares; 2024Q4: 5,004 shares; 2025Q1: 5,004 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 4,294 shares 4,294 $439K 0.21% -300 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: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,865 shares; 2026Q1: 2,923 shares 2,923 $422K 0.21% +58 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 477 shares; 2026Q1: 402 shares 402 $400K 0.2% -75 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: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares; 2025Q4: 4,008 shares; 2026Q1: 3,528 shares 3,528 $399K 0.19% -480 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: 2,037 shares; 2024Q4: 2,177 shares; 2025Q1: 509 shares; 2025Q2: 469 shares; 2025Q3: 470 shares; 2025Q4: 876 shares; 2026Q1: 1,051 shares 1,051 $389K 0.19% +175 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares 3,387 $382K 0.19% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares 2,145 $355K 0.17% 0 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 reported; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 882 shares; 2025Q3: 953 shares; 2025Q4: 939 shares; 2026Q1: 939 shares 939 $349K 0.17% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 9,220 shares; 2025Q1: 6,830 shares; 2025Q2: 4,965 shares; 2025Q3: 6,975 shares; 2025Q4: 6,965 shares; 2026Q1: 6,965 shares 6,965 $347K 0.17% 0 Timeline IBDZ 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: 400 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 11,025 shares; 2026Q1: 11,550 shares 11,550 $301K 0.15% +525 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: 1,327 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $291K 0.14% 0 Timeline USRT 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: 98 shares; 2024Q4: 290 shares; 2025Q1: 300 shares; 2025Q2: 236 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares 4,851 $287K 0.14% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,926 shares; 2025Q1: 1,928 shares; 2025Q2: 1,930 shares; 2025Q3: 1,786 shares; 2025Q4: 1,788 shares; 2026Q1: 1,790 shares 1,790 $283K 0.14% +2 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: 414 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $266K 0.13% 0 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: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares 1,952 $243K 0.12% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,159 shares; 2025Q1: 4,159 shares; 2025Q2: 2,659 shares; 2025Q3: 2,659 shares; 2025Q4: 2,659 shares; 2026Q1: 2,659 shares 2,659 $227K 0.11% 0 Timeline IBDX 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: 5,100 shares; 2024Q4: 5,800 shares; 2025Q1: 6,740 shares; 2025Q2: 7,315 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares; 2026Q1: 8,495 shares 8,495 $215K 0.1% 0 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: 580 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $210K 0.1% 0 Timeline IBDY 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: 4,970 shares; 2024Q4: 5,870 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares; 2025Q3: not reported; 2025Q4: 8,140 shares; 2026Q1: 8,140 shares 8,140 $210K 0.1% 0 Timeline FNDB 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: 2,510 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,530 shares; 2026Q1: 7,530 shares 7,530 $205K 0.1% 0 Timeline