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: 70,924 shares; 2024Q4: 73,816 shares; 2025Q1: 80,698 shares; 2025Q2: 123,289 shares; 2025Q3: 130,955 shares; 2025Q4: 128,573 shares; 2026Q1: 142,992 shares 142,992 $34M 4.93% +14,419 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: 40,767 shares; 2024Q4: 42,479 shares; 2025Q1: 59,212 shares; 2025Q2: 44,150 shares; 2025Q3: 41,395 shares; 2025Q4: 40,581 shares; 2026Q1: 35,066 shares 35,066 $20.2M 2.94% -5,515 Timeline XMHQ 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: 164,013 shares; 2024Q4: 181,912 shares; 2025Q1: 192,164 shares; 2025Q2: 187,923 shares; 2025Q3: 186,274 shares; 2025Q4: 189,315 shares; 2026Q1: 183,355 shares 183,355 $19M 2.75% -5,960 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,725 shares; 2024Q4: 233,850 shares; 2025Q1: 239,946 shares; 2025Q2: 266,086 shares; 2025Q3: 268,057 shares; 2025Q4: 278,878 shares; 2026Q1: 266,845 shares 266,845 $17.9M 2.6% -12,033 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: 60,399 shares; 2024Q4: 61,479 shares; 2025Q1: 67,966 shares; 2025Q2: 69,002 shares; 2025Q3: 74,102 shares; 2025Q4: 73,396 shares; 2026Q1: 69,412 shares 69,412 $17.6M 2.56% -3,984 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,289 shares; 2024Q4: 99,302 shares; 2025Q1: 165,526 shares; 2025Q2: 175,324 shares; 2025Q3: 185,002 shares; 2025Q4: 197,594 shares; 2026Q1: 212,833 shares 212,833 $15.1M 2.19% +15,239 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,288 shares; 2024Q4: 265,170 shares; 2025Q1: 267,156 shares; 2025Q2: 273,091 shares; 2025Q3: 248,657 shares; 2025Q4: 332,461 shares; 2026Q1: 337,346 shares 337,346 $14.4M 2.08% +4,885 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: 5,849 shares; 2024Q4: 6,204 shares; 2025Q1: 16,800 shares; 2025Q2: 21,032 shares; 2025Q3: 21,330 shares; 2025Q4: 18,445 shares; 2026Q1: 22,988 shares 22,988 $13.7M 1.99% +4,543 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: 27,111 shares; 2024Q4: 27,513 shares; 2025Q1: 32,461 shares; 2025Q2: 33,281 shares; 2025Q3: 34,592 shares; 2025Q4: 34,669 shares; 2026Q1: 34,289 shares 34,289 $12.7M 1.84% -380 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: 38,657 shares; 2024Q4: 43,112 shares; 2025Q1: 72,732 shares; 2025Q2: 72,723 shares; 2025Q3: 88,486 shares; 2025Q4: 88,214 shares; 2026Q1: 68,086 shares 68,086 $11.9M 1.72% -20,128 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,937 shares; 2026Q1: 102,185 shares 102,185 $11.8M 1.71% +37,248 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: 1,376 shares; 2024Q4: 1,356 shares; 2025Q1: 34,819 shares; 2025Q2: 35,335 shares; 2025Q3: 33,510 shares; 2025Q4: 30,737 shares; 2026Q1: 17,727 shares 17,727 $11.6M 1.68% -13,010 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: 25,512 shares; 2024Q4: 24,998 shares; 2025Q1: 28,230 shares; 2025Q2: 32,898 shares; 2025Q3: 36,971 shares; 2025Q4: 30,649 shares; 2026Q1: 30,565 shares 30,565 $11.4M 1.65% -84 Timeline FTGS 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: 187,351 shares; 2024Q4: 189,719 shares; 2025Q1: 193,805 shares; 2025Q2: 198,514 shares; 2025Q3: 304,891 shares; 2025Q4: 308,850 shares; 2026Q1: 317,299 shares 317,299 $10.8M 1.57% +8,449 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: 175,198 shares; 2024Q4: 79,946 shares; 2025Q1: 149,889 shares; 2025Q2: 152,464 shares; 2025Q3: 208,104 shares; 2025Q4: 180,569 shares; 2026Q1: 153,548 shares 153,548 $10.8M 1.56% -27,021 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,704 shares; 2024Q4: 34,746 shares; 2025Q1: 35,318 shares; 2025Q2: 37,402 shares; 2025Q3: 42,548 shares; 2025Q4: 94,388 shares; 2026Q1: 115,033 shares 115,033 $10.7M 1.55% +20,645 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 152,461 shares; 2025Q4: 172,694 shares; 2026Q1: 265,207 shares 265,207 $10.7M 1.55% +92,513 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: 37,414 shares; 2024Q4: 38,245 shares; 2025Q1: 46,738 shares; 2025Q2: 47,492 shares; 2025Q3: 50,548 shares; 2025Q4: 51,096 shares; 2026Q1: 49,130 shares 49,130 $10.2M 1.49% -1,966 Timeline XLG 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: 160,779 shares; 2024Q4: 167,776 shares; 2025Q1: 144,127 shares; 2025Q2: 134,614 shares; 2025Q3: 141,144 shares; 2025Q4: 161,093 shares; 2026Q1: 166,900 shares 166,900 $9.1M 1.32% +5,807 Timeline AVUV 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: 50,875 shares; 2024Q4: 61,674 shares; 2025Q1: 81,904 shares; 2025Q2: 84,918 shares; 2025Q3: 72,883 shares; 2025Q4: 79,567 shares; 2026Q1: 76,462 shares 76,462 $8.45M 1.23% -3,105 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 96,980 shares; 2025Q4: 120,342 shares; 2026Q1: 192,059 shares 192,059 $8.19M 1.19% +71,717 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,461 shares; 2024Q4: 87,603 shares; 2025Q1: 99,747 shares; 2025Q2: 100,271 shares; 2025Q3: 102,275 shares; 2025Q4: 107,342 shares; 2026Q1: 112,545 shares 112,545 $8.01M 1.16% +5,203 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 17,219 shares; 2025Q4: 48,785 shares; 2026Q1: 73,387 shares 73,387 $7.97M 1.16% +24,602 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 35,661 shares; 2025Q3: 23,806 shares; 2025Q4: 29,158 shares; 2026Q1: 43,888 shares 43,888 $7.27M 1.06% +14,730 Timeline SDVY 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: 66,887 shares; 2024Q4: 70,987 shares; 2025Q1: 82,145 shares; 2025Q2: 40,943 shares; 2025Q3: 184,717 shares; 2025Q4: 179,188 shares; 2026Q1: 168,578 shares 168,578 $6.65M 0.97% -10,610 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,297 shares; 2025Q4: 163,893 shares; 2026Q1: 185,744 shares 185,744 $6.27M 0.91% +21,851 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: 13,457 shares; 2024Q4: 13,704 shares; 2025Q1: 19,011 shares; 2025Q2: 19,256 shares; 2025Q3: 21,088 shares; 2025Q4: 21,525 shares; 2026Q1: 21,296 shares 21,296 $6.12M 0.89% -229 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: 88,854 shares; 2024Q4: 96,066 shares; 2025Q1: 65,966 shares; 2025Q2: 81,134 shares; 2025Q3: 83,181 shares; 2025Q4: 88,011 shares; 2026Q1: 81,015 shares 81,015 $6.09M 0.88% -6,996 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,975 shares; 2026Q1: 34,808 shares 34,808 $5.69M 0.83% +13,833 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: 13,136 shares; 2024Q4: 13,350 shares; 2025Q1: 17,017 shares; 2025Q2: 18,131 shares; 2025Q3: 17,085 shares; 2025Q4: 17,865 shares; 2026Q1: 19,285 shares 19,285 $5.67M 0.82% +1,420 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: 29,654 shares; 2024Q4: 30,514 shares; 2025Q1: 48,200 shares; 2025Q2: 48,088 shares; 2025Q3: 46,431 shares; 2025Q4: 47,023 shares; 2026Q1: 45,375 shares 45,375 $5.64M 0.82% -1,648 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,366 shares; 2024Q4: 76,631 shares; 2025Q1: 98,456 shares; 2025Q2: 95,105 shares; 2025Q3: 81,376 shares; 2025Q4: 94,187 shares; 2026Q1: 88,493 shares 88,493 $4.86M 0.71% -5,694 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: 15,051 shares; 2024Q4: 15,444 shares; 2025Q1: 32,186 shares; 2025Q2: 33,057 shares; 2025Q3: 33,746 shares; 2025Q4: 32,999 shares; 2026Q1: 28,404 shares 28,404 $4.82M 0.7% -4,595 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: 10,917 shares; 2024Q4: 11,812 shares; 2025Q1: 13,755 shares; 2025Q2: 14,456 shares; 2025Q3: 13,995 shares; 2025Q4: 32,311 shares; 2026Q1: 31,460 shares 31,460 $4.54M 0.66% -851 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: 35,170 shares; 2024Q4: 111,891 shares; 2025Q1: 120,527 shares; 2025Q2: 125,092 shares; 2025Q3: 131,422 shares; 2025Q4: 145,899 shares; 2026Q1: 147,374 shares 147,374 $4.49M 0.65% +1,475 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,184 shares; 2025Q3: 49,224 shares; 2025Q4: 59,818 shares; 2026Q1: 114,093 shares 114,093 $4.48M 0.65% +54,275 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,933 shares; 2024Q4: 82,662 shares; 2025Q1: 82,934 shares; 2025Q2: 83,772 shares; 2025Q3: 46,679 shares; 2025Q4: 51,515 shares; 2026Q1: 47,418 shares 47,418 $4.4M 0.64% -4,097 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,859 shares; 2024Q4: 120,188 shares; 2025Q1: 126,180 shares; 2025Q2: 127,373 shares; 2025Q3: 130,661 shares; 2025Q4: 141,898 shares; 2026Q1: 144,626 shares 144,626 $4.21M 0.61% +2,728 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,911 shares; 2024Q4: 62,573 shares; 2025Q1: 63,542 shares; 2025Q2: 62,365 shares; 2025Q3: 62,238 shares; 2025Q4: 64,748 shares; 2026Q1: 62,200 shares 62,200 $4.1M 0.6% -2,548 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,650 shares; 2024Q4: 16,380 shares; 2025Q1: 17,985 shares; 2025Q2: 19,035 shares; 2025Q3: 20,035 shares; 2025Q4: 20,629 shares; 2026Q1: 21,034 shares 21,034 $4.04M 0.59% +405 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 14,149 shares; 2025Q1: 42,243 shares; 2025Q2: 41,802 shares; 2025Q3: 40,980 shares; 2025Q4: 38,688 shares; 2026Q1: 21,194 shares 21,194 $3.91M 0.57% -17,494 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 116,755 shares 116,755 $3.87M 0.56% new 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: 5,752 shares; 2024Q4: 5,999 shares; 2025Q1: 13,826 shares; 2025Q2: 16,158 shares; 2025Q3: 15,537 shares; 2025Q4: 14,795 shares; 2026Q1: 12,460 shares 12,460 $3.86M 0.56% -2,335 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: 133,989 shares; 2024Q4: 133,503 shares; 2025Q1: 143,241 shares; 2025Q2: 140,130 shares; 2025Q3: 136,796 shares; 2025Q4: 133,773 shares; 2026Q1: 132,860 shares 132,860 $3.85M 0.56% -913 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,762 shares; 2025Q1: 5,365 shares; 2025Q2: 5,838 shares; 2025Q3: 6,523 shares; 2025Q4: 6,680 shares; 2026Q1: 6,766 shares 6,766 $3.71M 0.54% +86 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 29,502 shares; 2025Q1: 28,917 shares; 2025Q2: 30,992 shares; 2025Q3: 31,478 shares; 2025Q4: 31,817 shares; 2026Q1: 29,954 shares 29,954 $3.65M 0.53% -1,863 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: 43,356 shares; 2024Q4: 37,168 shares; 2025Q1: 56,563 shares; 2025Q2: 57,444 shares; 2025Q3: 56,396 shares; 2025Q4: 54,847 shares; 2026Q1: 53,967 shares 53,967 $3.64M 0.53% -880 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,153 shares; 2024Q4: 36,726 shares; 2025Q1: 55,741 shares; 2025Q2: 68,091 shares; 2025Q3: 67,367 shares; 2025Q4: 69,433 shares; 2026Q1: 92,203 shares 92,203 $3.64M 0.53% +22,770 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,755 shares 32,755 $3.61M 0.52% new 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: 88,403 shares; 2024Q4: 86,300 shares; 2025Q1: 83,086 shares; 2025Q2: 80,334 shares; 2025Q3: 80,101 shares; 2025Q4: 79,352 shares; 2026Q1: 74,085 shares 74,085 $3.48M 0.51% -5,267 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: 10,977 shares; 2024Q4: 11,492 shares; 2025Q1: 13,457 shares; 2025Q2: 13,293 shares; 2025Q3: 13,214 shares; 2025Q4: 13,493 shares; 2026Q1: 13,551 shares 13,551 $3.31M 0.48% +58 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: 28,476 shares; 2024Q4: 28,775 shares; 2025Q1: 35,570 shares; 2025Q2: 34,637 shares; 2025Q3: 34,736 shares; 2025Q4: not reported; 2026Q1: 36,051 shares 36,051 $3.26M 0.47% new Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 92,322 shares; 2025Q4: 99,614 shares; 2026Q1: 91,078 shares 91,078 $3.24M 0.47% -8,536 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: 7,095 shares; 2024Q4: 7,403 shares; 2025Q1: 29,643 shares; 2025Q2: 24,396 shares; 2025Q3: 32,983 shares; 2025Q4: 20,930 shares; 2026Q1: 14,475 shares 14,475 $3.14M 0.46% -6,455 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: 3,031 shares; 2024Q4: 3,132 shares; 2025Q1: 3,167 shares; 2025Q2: 3,535 shares; 2025Q3: 3,884 shares; 2025Q4: 3,472 shares; 2026Q1: 3,331 shares 3,331 $3.06M 0.44% -141 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 reported; 2024Q4: not reported; 2025Q1: 36,364 shares; 2025Q2: 35,247 shares; 2025Q3: 32,052 shares; 2025Q4: not reported; 2026Q1: 21,367 shares 21,367 $3.02M 0.44% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,689 shares; 2025Q3: 9,228 shares; 2025Q4: 10,855 shares; 2026Q1: 30,821 shares 30,821 $3.01M 0.44% +19,966 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,063 shares; 2025Q1: 10,258 shares; 2025Q2: 9,887 shares; 2025Q3: 9,809 shares; 2025Q4: 9,924 shares; 2026Q1: 9,883 shares 9,883 $2.99M 0.43% -41 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: 2,349 shares; 2024Q4: 2,594 shares; 2025Q1: 8,656 shares; 2025Q2: 10,261 shares; 2025Q3: 9,461 shares; 2025Q4: 9,678 shares; 2026Q1: 6,201 shares 6,201 $2.97M 0.43% -3,477 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,326 shares; 2025Q3: 11,411 shares; 2025Q4: 11,066 shares; 2026Q1: 11,612 shares 11,612 $2.96M 0.43% +546 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,509 shares; 2025Q1: 12,148 shares; 2025Q2: 15,220 shares; 2025Q3: 15,249 shares; 2025Q4: 15,209 shares; 2026Q1: 13,520 shares 13,520 $2.89M 0.42% -1,689 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: 62,718 shares; 2024Q4: 62,527 shares; 2025Q1: 33,456 shares; 2025Q2: 30,060 shares; 2025Q3: 29,546 shares; 2025Q4: 28,720 shares; 2026Q1: 26,801 shares 26,801 $2.84M 0.41% -1,919 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: 3,465 shares; 2024Q4: 3,563 shares; 2025Q1: 4,466 shares; 2025Q2: 4,940 shares; 2025Q3: 5,648 shares; 2025Q4: 5,367 shares; 2026Q1: 4,949 shares 4,949 $2.83M 0.41% -418 Timeline RDVI 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: 81,575 shares; 2024Q4: 80,865 shares; 2025Q1: 86,344 shares; 2025Q2: 88,130 shares; 2025Q3: 88,397 shares; 2025Q4: 99,423 shares; 2026Q1: 104,223 shares 104,223 $2.66M 0.39% +4,800 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,360 shares; 2025Q1: 2,651 shares; 2025Q2: 2,861 shares; 2025Q3: 2,914 shares; 2025Q4: 2,979 shares; 2026Q1: 2,933 shares 2,933 $2.63M 0.38% -46 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,183 shares; 2025Q1: 1,568 shares; 2025Q2: 1,738 shares; 2025Q3: 1,754 shares; 2025Q4: 1,899 shares; 2026Q1: 1,941 shares 1,941 $2.56M 0.37% +42 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,426 shares; 2025Q2: 45,678 shares; 2025Q3: 46,393 shares; 2025Q4: 67,450 shares; 2026Q1: 64,521 shares 64,521 $2.52M 0.37% -2,929 Timeline FELC 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: 100,555 shares; 2024Q4: 103,779 shares; 2025Q1: 117,266 shares; 2025Q2: 151,857 shares; 2025Q3: 35,405 shares; 2025Q4: 41,177 shares; 2026Q1: 67,621 shares 67,621 $2.45M 0.36% +26,444 Timeline ENFR ALPS ETF TR More: the full row for ALPS 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: 63,287 shares 63,287 $2.42M 0.35% new 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: 6,238 shares; 2024Q4: 6,314 shares; 2025Q1: 6,972 shares; 2025Q2: 7,284 shares; 2025Q3: 7,097 shares; 2025Q4: 7,175 shares; 2026Q1: 7,169 shares 7,169 $2.36M 0.34% -6 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,057 shares; 2024Q4: 69,081 shares; 2025Q1: 67,756 shares; 2025Q2: 65,349 shares; 2025Q3: 74,622 shares; 2025Q4: 86,629 shares; 2026Q1: 89,277 shares 89,277 $2.34M 0.34% +2,648 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: 6,740 shares; 2024Q4: 7,073 shares; 2025Q1: 8,918 shares; 2025Q2: 8,350 shares; 2025Q3: 8,598 shares; 2025Q4: 7,885 shares; 2026Q1: 7,743 shares 7,743 $2.22M 0.32% -142 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: 29,429 shares; 2024Q4: 29,879 shares; 2025Q1: 43,179 shares; 2025Q2: 43,250 shares; 2025Q3: 43,939 shares; 2025Q4: 42,983 shares; 2026Q1: 45,185 shares 45,185 $2.2M 0.32% +2,202 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 7,375 shares; 2025Q1: 10,358 shares; 2025Q2: 11,698 shares; 2025Q3: 12,253 shares; 2025Q4: 12,117 shares; 2026Q1: 11,795 shares 11,795 $2.2M 0.32% -322 Timeline VOT 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: 10,191 shares; 2024Q4: 10,112 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 10,289 shares; 2025Q4: 10,377 shares; 2026Q1: 8,521 shares 8,521 $2.19M 0.32% -1,856 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: 610 shares; 2024Q4: 1,899 shares; 2025Q1: 5,027 shares; 2025Q2: 4,578 shares; 2025Q3: 4,842 shares; 2025Q4: 4,880 shares; 2026Q1: 5,013 shares 5,013 $2.19M 0.32% +133 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: 28,837 shares; 2024Q4: 30,047 shares; 2025Q1: 47,641 shares; 2025Q2: 49,020 shares; 2025Q3: 27,956 shares; 2025Q4: 25,030 shares; 2026Q1: 11,150 shares 11,150 $2.14M 0.31% -13,880 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,823 shares; 2025Q1: 3,768 shares; 2025Q2: 4,159 shares; 2025Q3: 4,255 shares; 2025Q4: 4,263 shares; 2026Q1: 4,340 shares 4,340 $2.13M 0.31% +77 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: 6,150 shares; 2024Q4: 5,784 shares; 2025Q1: 8,679 shares; 2025Q2: 8,830 shares; 2025Q3: 8,820 shares; 2025Q4: 9,591 shares; 2026Q1: 9,659 shares 9,659 $2.1M 0.31% +68 Timeline QGRO 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: 10,089 shares; 2025Q2: 24,558 shares; 2025Q3: 25,453 shares; 2025Q4: 18,502 shares; 2026Q1: 19,852 shares 19,852 $2.09M 0.3% +1,350 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 reported; 2024Q4: 4,413 shares; 2025Q1: 5,649 shares; 2025Q2: 8,298 shares; 2025Q3: 7,649 shares; 2025Q4: 33,594 shares; 2026Q1: 37,974 shares 37,974 $2.03M 0.29% +4,380 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: 42,285 shares; 2024Q4: 33,856 shares; 2025Q1: 33,227 shares; 2025Q2: 35,534 shares; 2025Q3: 28,750 shares; 2025Q4: 18,575 shares; 2026Q1: 17,823 shares 17,823 $2.02M 0.29% -752 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: 4,348 shares; 2024Q4: 4,468 shares; 2025Q1: 5,630 shares; 2025Q2: 5,668 shares; 2025Q3: 5,896 shares; 2025Q4: 6,040 shares; 2026Q1: 6,251 shares 6,251 $1.94M 0.28% +211 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: 2,932 shares; 2024Q4: 3,117 shares; 2025Q1: 5,833 shares; 2025Q2: 5,898 shares; 2025Q3: 5,837 shares; 2025Q4: 5,820 shares; 2026Q1: 5,469 shares 5,469 $1.92M 0.28% -351 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: 5,459 shares; 2024Q4: 5,800 shares; 2025Q1: 9,272 shares; 2025Q2: 9,417 shares; 2025Q3: 10,699 shares; 2025Q4: 10,392 shares; 2026Q1: 9,941 shares 9,941 $1.92M 0.28% -451 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,734 shares; 2025Q2: 14,913 shares; 2025Q3: 14,915 shares; 2025Q4: 14,994 shares; 2026Q1: 14,925 shares 14,925 $1.86M 0.27% -69 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 15,335 shares; 2025Q3: not reported; 2025Q4: 22,700 shares; 2026Q1: 22,280 shares 22,280 $1.85M 0.27% -420 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,829 shares; 2024Q4: 181,260 shares; 2025Q1: 175,200 shares; 2025Q2: 175,451 shares; 2025Q3: 173,834 shares; 2025Q4: 164,982 shares; 2026Q1: 159,964 shares 159,964 $1.85M 0.27% -5,018 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: 43,755 shares; 2024Q4: 43,114 shares; 2025Q1: 41,134 shares; 2025Q2: 45,410 shares; 2025Q3: 42,609 shares; 2025Q4: 36,110 shares; 2026Q1: 34,123 shares 34,123 $1.77M 0.26% -1,987 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,573 shares; 2024Q4: 41,195 shares; 2025Q1: 33,621 shares; 2025Q2: 37,341 shares; 2025Q3: 42,383 shares; 2025Q4: 42,990 shares; 2026Q1: 45,175 shares 45,175 $1.74M 0.25% +2,185 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: 3,502 shares; 2024Q4: 3,470 shares; 2025Q1: 3,842 shares; 2025Q2: 5,300 shares; 2025Q3: 5,674 shares; 2025Q4: 4,771 shares; 2026Q1: 6,411 shares 6,411 $1.73M 0.25% +1,640 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: 4,519 shares; 2024Q4: 4,807 shares; 2025Q1: 5,322 shares; 2025Q2: 5,655 shares; 2025Q3: 7,340 shares; 2025Q4: 7,900 shares; 2026Q1: 8,104 shares 8,104 $1.65M 0.24% +204 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: 2,677 shares; 2024Q4: 5,934 shares; 2025Q1: 7,165 shares; 2025Q2: 7,801 shares; 2025Q3: 9,129 shares; 2025Q4: 9,332 shares; 2026Q1: 10,144 shares 10,144 $1.63M 0.24% +812 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,342 shares; 2024Q4: 11,283 shares; 2025Q1: 13,946 shares; 2025Q2: 13,873 shares; 2025Q3: 13,695 shares; 2025Q4: 13,242 shares; 2026Q1: 13,024 shares 13,024 $1.62M 0.24% -218 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: 4,261 shares; 2024Q4: 4,288 shares; 2025Q1: 4,483 shares; 2025Q2: 5,030 shares; 2025Q3: 5,032 shares; 2025Q4: 5,135 shares; 2026Q1: 5,336 shares 5,336 $1.61M 0.23% +201 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: 14,488 shares; 2024Q4: 13,865 shares; 2025Q1: 26,939 shares; 2025Q2: 26,617 shares; 2025Q3: 24,284 shares; 2025Q4: 23,200 shares; 2026Q1: 20,741 shares 20,741 $1.61M 0.23% -2,459 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: 590 shares; 2024Q4: 582 shares; 2025Q1: 2,184 shares; 2025Q2: 2,258 shares; 2025Q3: 2,288 shares; 2025Q4: 2,262 shares; 2026Q1: 2,251 shares 2,251 $1.59M 0.23% -11 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: 12,518 shares; 2024Q4: 14,191 shares; 2025Q1: 14,170 shares; 2025Q2: 15,426 shares; 2025Q3: 18,327 shares; 2025Q4: 18,094 shares; 2026Q1: 17,673 shares 17,673 $1.58M 0.23% -421 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 12,111 shares; 2025Q1: 14,635 shares; 2025Q2: 15,730 shares; 2025Q3: not reported; 2025Q4: 16,483 shares; 2026Q1: 16,339 shares 16,339 $1.57M 0.23% -144 Timeline RFG 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: 33,770 shares; 2024Q4: 31,155 shares; 2025Q1: 30,220 shares; 2025Q2: 31,395 shares; 2025Q3: 30,070 shares; 2025Q4: 30,585 shares; 2026Q1: 28,720 shares 28,720 $1.57M 0.23% -1,865 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,415 shares; 2025Q2: 23,677 shares; 2025Q3: 21,910 shares; 2025Q4: 20,299 shares; 2026Q1: 13,680 shares 13,680 $1.55M 0.23% -6,619 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: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 11,544 shares; 2026Q1: 11,672 shares 11,672 $1.55M 0.23% +128 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,272 shares; 2025Q1: 1,389 shares; 2025Q2: 2,057 shares; 2025Q3: 3,088 shares; 2025Q4: 3,176 shares; 2026Q1: 3,296 shares 3,296 $1.52M 0.22% +120 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: 2,700 shares; 2024Q4: 2,714 shares; 2025Q1: 9,795 shares; 2025Q2: 9,975 shares; 2025Q3: 9,685 shares; 2025Q4: 9,300 shares; 2026Q1: 6,679 shares 6,679 $1.51M 0.22% -2,621 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: 15,124 shares; 2024Q4: 13,915 shares; 2025Q1: 7,099 shares; 2025Q2: 6,316 shares; 2025Q3: 6,641 shares; 2025Q4: 5,817 shares; 2026Q1: 4,639 shares 4,639 $1.49M 0.22% -1,178 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: 20,252 shares; 2024Q4: 20,197 shares; 2025Q1: 20,096 shares; 2025Q2: 18,628 shares; 2025Q3: 18,694 shares; 2025Q4: 19,615 shares; 2026Q1: 21,210 shares 21,210 $1.48M 0.21% +1,595 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 reported; 2024Q4: not reported; 2025Q1: 18,513 shares; 2025Q2: 21,158 shares; 2025Q3: 24,086 shares; 2025Q4: 23,840 shares; 2026Q1: 27,675 shares 27,675 $1.44M 0.21% +3,835 Timeline UTWO RBB FD INC More: the full row for RBB FD 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: 27,931 shares; 2025Q4: 28,869 shares; 2026Q1: 28,869 shares 28,869 $1.39M 0.2% 0 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: 1,853 shares; 2024Q4: 1,863 shares; 2025Q1: 6,289 shares; 2025Q2: 6,057 shares; 2025Q3: 7,446 shares; 2025Q4: 2,477 shares; 2026Q1: 2,123 shares 2,123 $1.38M 0.2% -354 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: 11,513 shares; 2024Q4: 11,509 shares; 2025Q1: 13,632 shares; 2025Q2: 15,393 shares; 2025Q3: 14,419 shares; 2025Q4: 15,208 shares; 2026Q1: 14,702 shares 14,702 $1.37M 0.2% -506 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: 991 shares; 2024Q4: 977 shares; 2025Q1: 2,548 shares; 2025Q2: 2,765 shares; 2025Q3: 3,194 shares; 2025Q4: 3,086 shares; 2026Q1: 2,188 shares 2,188 $1.32M 0.19% -898 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: 7,769 shares; 2024Q4: 8,032 shares; 2025Q1: 10,953 shares; 2025Q2: 11,995 shares; 2025Q3: 9,449 shares; 2025Q4: 9,493 shares; 2026Q1: 7,987 shares 7,987 $1.31M 0.19% -1,506 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: 3,936 shares; 2024Q4: 4,564 shares; 2025Q1: 11,853 shares; 2025Q2: 12,835 shares; 2025Q3: 15,576 shares; 2025Q4: 17,759 shares; 2026Q1: 17,119 shares 17,119 $1.3M 0.19% -640 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,436 shares; 2025Q1: 8,373 shares; 2025Q2: 9,610 shares; 2025Q3: 9,596 shares; 2025Q4: 9,565 shares; 2026Q1: 9,971 shares 9,971 $1.26M 0.18% +406 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: 2,725 shares; 2024Q4: 2,835 shares; 2025Q1: 3,617 shares; 2025Q2: 5,055 shares; 2025Q3: 5,997 shares; 2025Q4: 6,077 shares; 2026Q1: 6,079 shares 6,079 $1.26M 0.18% +2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,809 shares; 2025Q1: 125,462 shares; 2025Q2: 11,404 shares; 2025Q3: 11,739 shares; 2025Q4: 12,259 shares; 2026Q1: 12,156 shares 12,156 $1.25M 0.18% -103 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,953 shares; 2026Q1: 31,983 shares 31,983 $1.25M 0.18% +30 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,677 shares; 2025Q1: 3,802 shares; 2025Q2: 4,742 shares; 2025Q3: 6,172 shares; 2025Q4: 6,189 shares; 2026Q1: 5,972 shares 5,972 $1.24M 0.18% -217 Timeline JAAA 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: 28,373 shares; 2024Q4: 29,653 shares; 2025Q1: 30,445 shares; 2025Q2: 34,090 shares; 2025Q3: 27,424 shares; 2025Q4: 26,599 shares; 2026Q1: 24,510 shares 24,510 $1.23M 0.18% -2,089 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 548 shares; 2025Q1: 588 shares; 2025Q2: 998 shares; 2025Q3: 1,013 shares; 2025Q4: 1,131 shares; 2026Q1: 1,119 shares 1,119 $1.22M 0.18% -12 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: 5,443 shares; 2024Q4: 5,282 shares; 2025Q1: 4,550 shares; 2025Q2: 4,201 shares; 2025Q3: 4,222 shares; 2025Q4: 4,214 shares; 2026Q1: 4,213 shares 4,213 $1.21M 0.18% -1 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: 230,692 shares; 2024Q4: 214,098 shares; 2025Q1: 188,401 shares; 2025Q2: 185,050 shares; 2025Q3: 46,332 shares; 2025Q4: 37,109 shares; 2026Q1: 26,895 shares 26,895 $1.21M 0.18% -10,214 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: 3,977 shares; 2024Q4: 3,993 shares; 2025Q1: 4,089 shares; 2025Q2: 5,793 shares; 2025Q3: 5,826 shares; 2025Q4: 7,908 shares; 2026Q1: 8,161 shares 8,161 $1.2M 0.17% +253 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: 6,515 shares; 2024Q4: 6,894 shares; 2025Q1: 7,250 shares; 2025Q2: 7,192 shares; 2025Q3: 7,014 shares; 2025Q4: 6,402 shares; 2026Q1: 6,498 shares 6,498 $1.18M 0.17% +96 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: 1,773 shares; 2024Q4: 1,949 shares; 2025Q1: 2,247 shares; 2025Q2: 3,387 shares; 2025Q3: 3,389 shares; 2025Q4: 3,115 shares; 2026Q1: 3,183 shares 3,183 $1.14M 0.17% +68 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 reported; 2024Q4: 478 shares; 2025Q1: 565 shares; 2025Q2: 578 shares; 2025Q3: 590 shares; 2025Q4: not reported; 2026Q1: 653 shares 653 $1.13M 0.16% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,830 shares; 2025Q1: 2,680 shares; 2025Q2: 2,951 shares; 2025Q3: 2,967 shares; 2025Q4: 3,674 shares; 2026Q1: 3,258 shares 3,258 $1.1M 0.16% -416 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 6,161 shares; 2025Q3: 6,393 shares; 2025Q4: 5,711 shares; 2026Q1: 5,666 shares 5,666 $1.1M 0.16% -45 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: 3,828 shares; 2024Q4: 3,907 shares; 2025Q1: 12,472 shares; 2025Q2: 13,068 shares; 2025Q3: 13,231 shares; 2025Q4: 12,595 shares; 2026Q1: 9,466 shares 9,466 $1.09M 0.16% -3,129 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,209 shares; 2025Q1: 8,032 shares; 2025Q2: 14,877 shares; 2025Q3: 14,859 shares; 2025Q4: 14,922 shares; 2026Q1: 13,708 shares 13,708 $1.08M 0.16% -1,214 Timeline IOO 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: 9,638 shares; 2024Q4: 9,254 shares; 2025Q1: 9,941 shares; 2025Q2: 9,206 shares; 2025Q3: 9,051 shares; 2025Q4: 8,752 shares; 2026Q1: 8,846 shares 8,846 $1.07M 0.16% +94 Timeline OBIL RBB FD INC More: the full row for RBB FD 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: 21,332 shares; 2025Q4: not reported; 2026Q1: 21,273 shares 21,273 $1.07M 0.15% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,451 shares; 2025Q1: 3,617 shares; 2025Q2: 4,328 shares; 2025Q3: 4,545 shares; 2025Q4: 4,214 shares; 2026Q1: 5,242 shares 5,242 $1.04M 0.15% +1,028 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: 8,648 shares; 2024Q4: 9,131 shares; 2025Q1: 11,275 shares; 2025Q2: 11,392 shares; 2025Q3: 11,443 shares; 2025Q4: 11,247 shares; 2026Q1: 10,695 shares 10,695 $1.03M 0.15% -552 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: 19,731 shares; 2024Q4: 19,737 shares; 2025Q1: 19,348 shares; 2025Q2: 19,694 shares; 2025Q3: 20,299 shares; 2025Q4: 9,458 shares; 2026Q1: 20,212 shares 20,212 $1.03M 0.15% +10,754 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 reported; 2024Q4: not reported; 2025Q1: 5,620 shares; 2025Q2: 5,238 shares; 2025Q3: 5,239 shares; 2025Q4: 5,423 shares; 2026Q1: 5,188 shares 5,188 $1.02M 0.15% -235 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: 1,258 shares; 2024Q4: 1,234 shares; 2025Q1: 1,964 shares; 2025Q2: 2,287 shares; 2025Q3: 2,405 shares; 2025Q4: 2,549 shares; 2026Q1: 2,994 shares 2,994 $1.01M 0.15% +445 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,440 shares; 2025Q1: 1,476 shares; 2025Q2: 2,012 shares; 2025Q3: 2,047 shares; 2025Q4: 2,075 shares; 2026Q1: 2,005 shares 2,005 $994K 0.14% -70 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: 982 shares; 2024Q4: 980 shares; 2025Q1: 1,012 shares; 2025Q2: 1,114 shares; 2025Q3: 1,084 shares; 2025Q4: 1,032 shares; 2026Q1: 985 shares 985 $982K 0.14% -47 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 5,676 shares; 2025Q1: 6,646 shares; 2025Q2: 6,875 shares; 2025Q3: 7,295 shares; 2025Q4: 7,567 shares; 2026Q1: 8,257 shares 8,257 $976K 0.14% +690 Timeline MOAT 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: 32,066 shares; 2024Q4: 31,695 shares; 2025Q1: 21,155 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 9,890 shares; 2026Q1: 9,849 shares 9,849 $952K 0.14% -41 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: 8,519 shares; 2024Q4: 8,559 shares; 2025Q1: 12,075 shares; 2025Q2: 11,185 shares; 2025Q3: 9,354 shares; 2025Q4: 8,903 shares; 2026Q1: 7,847 shares 7,847 $944K 0.14% -1,056 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,210 shares; 2026Q1: 14,350 shares 14,350 $922K 0.13% +1,140 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 8,765 shares; 2025Q1: 8,575 shares; 2025Q2: 9,339 shares; 2025Q3: 11,298 shares; 2025Q4: 11,897 shares; 2026Q1: 12,136 shares 12,136 $919K 0.13% +239 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,936 shares; 2025Q1: 7,662 shares; 2025Q2: 7,378 shares; 2025Q3: 7,220 shares; 2025Q4: 6,853 shares; 2026Q1: 6,846 shares 6,846 $897K 0.13% -7 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,173 shares; 2024Q4: 81,134 shares; 2025Q1: 88,303 shares; 2025Q2: 90,449 shares; 2025Q3: 62,706 shares; 2025Q4: 13,366 shares; 2026Q1: 10,166 shares 10,166 $893K 0.13% -3,200 Timeline EVTR 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 reported; 2024Q4: 4,250 shares; 2025Q1: 9,466 shares; 2025Q2: 11,724 shares; 2025Q3: 14,010 shares; 2025Q4: 17,030 shares; 2026Q1: 17,262 shares 17,262 $876K 0.13% +232 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: 8,690 shares; 2024Q4: 8,961 shares; 2025Q1: 10,523 shares; 2025Q2: 11,816 shares; 2025Q3: 13,809 shares; 2025Q4: 9,749 shares; 2026Q1: 10,227 shares 10,227 $872K 0.13% +478 Timeline VLUE 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: 8,214 shares; 2025Q2: 8,136 shares; 2025Q3: 7,706 shares; 2025Q4: 6,925 shares; 2026Q1: 6,080 shares 6,080 $865K 0.13% -845 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,052 shares 2,052 $855K 0.12% new Timeline MDYG 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: 6,755 shares; 2024Q4: 6,849 shares; 2025Q1: 7,225 shares; 2025Q2: 7,306 shares; 2025Q3: 7,774 shares; 2025Q4: 8,452 shares; 2026Q1: 8,910 shares 8,910 $855K 0.12% +458 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: 7,921 shares; 2024Q4: 8,149 shares; 2025Q1: 11,196 shares; 2025Q2: 10,003 shares; 2025Q3: 6,609 shares; 2025Q4: 5,770 shares; 2026Q1: 5,480 shares 5,480 $851K 0.12% -290 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 17,139 shares; 2025Q1: 20,858 shares; 2025Q2: 21,340 shares; 2025Q3: 22,229 shares; 2025Q4: 22,917 shares; 2026Q1: 23,791 shares 23,791 $844K 0.12% +874 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,313 shares; 2025Q1: 1,487 shares; 2025Q2: 2,037 shares; 2025Q3: 2,021 shares; 2025Q4: 3,836 shares; 2026Q1: 4,029 shares 4,029 $842K 0.12% +193 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,310 shares; 2025Q3: 19,104 shares; 2025Q4: 17,599 shares; 2026Q1: 16,734 shares 16,734 $836K 0.12% -865 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,671 shares; 2025Q1: 8,116 shares; 2025Q2: 16,154 shares; 2025Q3: 16,511 shares; 2025Q4: 17,052 shares; 2026Q1: 17,783 shares 17,783 $825K 0.12% +731 Timeline MDYV 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: 7,104 shares; 2024Q4: 7,261 shares; 2025Q1: 7,654 shares; 2025Q2: 7,802 shares; 2025Q3: 8,354 shares; 2025Q4: 9,097 shares; 2026Q1: 9,679 shares 9,679 $824K 0.12% +582 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: 1,384 shares; 2024Q4: 1,373 shares; 2025Q1: 1,375 shares; 2025Q2: 1,868 shares; 2025Q3: 1,878 shares; 2025Q4: 1,880 shares; 2026Q1: 1,510 shares 1,510 $812K 0.12% -370 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 reported; 2024Q4: not reported; 2025Q1: 9,866 shares; 2025Q2: 9,862 shares; 2025Q3: 9,557 shares; 2025Q4: 9,590 shares; 2026Q1: 10,055 shares 10,055 $800K 0.12% +465 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,707 shares; 2025Q2: 12,880 shares; 2025Q3: 11,446 shares; 2025Q4: 10,758 shares; 2026Q1: 7,147 shares 7,147 $796K 0.12% -3,611 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,533 shares; 2025Q3: 1,460 shares; 2025Q4: 1,310 shares; 2026Q1: 821 shares 821 $790K 0.11% -489 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 654 shares; 2025Q2: 668 shares; 2025Q3: 774 shares; 2025Q4: 994 shares; 2026Q1: 897 shares 897 $759K 0.11% -97 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,164 shares; 2025Q1: 9,587 shares; 2025Q2: 9,809 shares; 2025Q3: 10,117 shares; 2025Q4: 10,043 shares; 2026Q1: 10,273 shares 10,273 $755K 0.11% +230 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 20,566 shares; 2025Q1: 19,571 shares; 2025Q2: 19,571 shares; 2025Q3: 19,298 shares; 2025Q4: 19,298 shares; 2026Q1: 19,248 shares 19,248 $748K 0.11% -50 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,487 shares; 2025Q1: 1,625 shares; 2025Q2: 1,630 shares; 2025Q3: 1,646 shares; 2025Q4: 1,703 shares; 2026Q1: 1,723 shares 1,723 $741K 0.11% +20 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 reported; 2024Q4: not reported; 2025Q1: 10,789 shares; 2025Q2: 10,794 shares; 2025Q3: 11,011 shares; 2025Q4: 10,538 shares; 2026Q1: 9,625 shares 9,625 $737K 0.11% -913 Timeline XBIL RBB FD INC More: the full row for RBB FD 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: 14,720 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares 14,580 $729K 0.11% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,356 shares; 2024Q4: 35,386 shares; 2025Q1: 36,208 shares; 2025Q2: 38,039 shares; 2025Q3: 38,072 shares; 2025Q4: 38,357 shares; 2026Q1: 37,661 shares 37,661 $727K 0.11% -696 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 710 shares; 2025Q2: 974 shares; 2025Q3: 983 shares; 2025Q4: 973 shares; 2026Q1: 996 shares 996 $726K 0.11% +23 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,533 shares; 2025Q2: 17,533 shares; 2025Q3: 18,128 shares; 2025Q4: 18,100 shares; 2026Q1: 20,981 shares 20,981 $722K 0.1% +2,881 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares; 2025Q4: 8,128 shares; 2026Q1: 8,128 shares 8,128 $721K 0.1% 0 Timeline IFRA 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: 16,680 shares; 2024Q4: 16,965 shares; 2025Q1: 17,591 shares; 2025Q2: 17,613 shares; 2025Q3: 17,636 shares; 2025Q4: 15,715 shares; 2026Q1: 12,583 shares 12,583 $720K 0.1% -3,132 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 reported; 2024Q4: not reported; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,518 shares; 2025Q4: 5,860 shares; 2026Q1: 5,043 shares 5,043 $718K 0.1% -817 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 1,857 shares 1,857 $712K 0.1% +17 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,213 shares; 2026Q1: 8,842 shares 8,842 $706K 0.1% +2,629 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 4,356 shares; 2025Q4: 4,356 shares; 2026Q1: 4,369 shares 4,369 $698K 0.1% +13 Timeline EQRR 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: 12,283 shares; 2024Q4: 11,881 shares; 2025Q1: 11,643 shares; 2025Q2: 11,562 shares; 2025Q3: 11,381 shares; 2025Q4: 11,427 shares; 2026Q1: 9,915 shares 9,915 $689K 0.1% -1,512 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,850 shares; 2025Q3: 4,678 shares; 2025Q4: 4,787 shares; 2026Q1: 4,704 shares 4,704 $688K 0.1% -83 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 3,455 shares; 2025Q2: 3,452 shares; 2025Q3: 4,006 shares; 2025Q4: not reported; 2026Q1: 4,115 shares 4,115 $680K 0.1% new Timeline EOG EOG RES INC More: the full row for EOG RES 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: 2,876 shares; 2025Q4: not reported; 2026Q1: 4,609 shares 4,609 $666K 0.1% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares; 2025Q4: 9,110 shares; 2026Q1: 9,116 shares 9,116 $663K 0.1% +6 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,801 shares; 2025Q3: 1,980 shares; 2025Q4: 1,939 shares; 2026Q1: 1,904 shares 1,904 $653K 0.09% -35 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares; 2026Q1: 11,234 shares 11,234 $644K 0.09% +6,064 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 670 shares; 2025Q1: 955 shares; 2025Q2: 1,033 shares; 2025Q3: 1,015 shares; 2025Q4: 5,528 shares; 2026Q1: 5,995 shares 5,995 $627K 0.09% +467 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,603 shares; 2024Q4: 15,586 shares; 2025Q1: 15,467 shares; 2025Q2: 14,860 shares; 2025Q3: 14,003 shares; 2025Q4: 13,486 shares; 2026Q1: 13,486 shares 13,486 $627K 0.09% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 25,678 shares; 2025Q2: 25,207 shares; 2025Q3: 18,833 shares; 2025Q4: 13,318 shares; 2026Q1: 8,617 shares 8,617 $616K 0.09% -4,701 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: 8,980 shares; 2025Q2: 8,355 shares; 2025Q3: 8,394 shares; 2025Q4: 8,394 shares; 2026Q1: 9,489 shares 9,489 $608K 0.09% +1,095 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: 1,791 shares; 2024Q4: 1,883 shares; 2025Q1: 2,010 shares; 2025Q2: 2,942 shares; 2025Q3: 3,050 shares; 2025Q4: 3,241 shares; 2026Q1: 3,586 shares 3,586 $607K 0.09% +345 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: 5,999 shares; 2024Q4: 19,203 shares; 2025Q1: 20,408 shares; 2025Q2: 20,743 shares; 2025Q3: 20,723 shares; 2025Q4: 20,020 shares; 2026Q1: 19,556 shares 19,556 $605K 0.09% -464 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,621 shares; 2025Q1: 5,621 shares; 2025Q2: 5,621 shares; 2025Q3: 5,481 shares; 2025Q4: 5,481 shares; 2026Q1: 4,955 shares 4,955 $591K 0.09% -526 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: 1,744 shares; 2024Q4: 1,704 shares; 2025Q1: 2,243 shares; 2025Q2: 2,280 shares; 2025Q3: 2,430 shares; 2025Q4: 2,030 shares; 2026Q1: 2,807 shares 2,807 $590K 0.09% +777 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,740 shares; 2025Q3: 1,903 shares; 2025Q4: 1,864 shares; 2026Q1: 1,494 shares 1,494 $583K 0.08% -370 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,244 shares 12,244 $580K 0.08% new 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: 3,556 shares; 2024Q4: 4,226 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,367 shares; 2025Q4: 4,314 shares; 2026Q1: 4,409 shares 4,409 $577K 0.08% +95 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: 1,530 shares; 2024Q4: not reported; 2025Q1: 9,671 shares; 2025Q2: 10,390 shares; 2025Q3: 10,547 shares; 2025Q4: 10,652 shares; 2026Q1: 5,838 shares 5,838 $574K 0.08% -4,814 Timeline AAXJ 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: 17,058 shares; 2025Q2: 17,944 shares; 2025Q3: 19,013 shares; 2025Q4: 17,894 shares; 2026Q1: 5,964 shares 5,964 $574K 0.08% -11,930 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 3,058 shares; 2025Q4: 6,116 shares; 2026Q1: 5,248 shares 5,248 $572K 0.08% -868 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,000 shares; 2025Q1: 2,427 shares; 2025Q2: 3,181 shares; 2025Q3: 3,858 shares; 2025Q4: 3,946 shares; 2026Q1: 3,713 shares 3,713 $568K 0.08% -233 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: 2,962 shares; 2024Q4: 2,964 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,645 shares; 2025Q4: 2,700 shares; 2026Q1: 2,623 shares 2,623 $564K 0.08% -77 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: 2,422 shares; 2024Q4: 2,397 shares; 2025Q1: 2,386 shares; 2025Q2: 2,372 shares; 2025Q3: 2,439 shares; 2025Q4: 2,420 shares; 2026Q1: 2,430 shares 2,430 $558K 0.08% +10 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: 2,271 shares; 2024Q4: 2,258 shares; 2025Q1: 2,332 shares; 2025Q2: 2,347 shares; 2025Q3: 2,344 shares; 2025Q4: 2,338 shares; 2026Q1: 2,350 shares 2,350 $555K 0.08% +12 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 11,848 shares; 2025Q4: 11,736 shares; 2026Q1: 11,136 shares 11,136 $555K 0.08% -600 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,375 shares; 2025Q1: 4,592 shares; 2025Q2: 3,972 shares; 2025Q3: 3,884 shares; 2025Q4: 4,287 shares; 2026Q1: 4,287 shares 4,287 $552K 0.08% 0 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II 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: 12,770 shares; 2025Q3: 17,318 shares; 2025Q4: 18,305 shares; 2026Q1: 18,368 shares 18,368 $552K 0.08% +63 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 2,026 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,017 shares; 2026Q1: 1,806 shares 1,806 $546K 0.08% -211 Timeline BILS 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: 41,748 shares; 2024Q4: 35,854 shares; 2025Q1: 34,693 shares; 2025Q2: 42,148 shares; 2025Q3: 7,967 shares; 2025Q4: 7,839 shares; 2026Q1: 5,469 shares 5,469 $544K 0.08% -2,370 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,193 shares; 2024Q4: 23,893 shares; 2025Q1: 23,893 shares; 2025Q2: 23,893 shares; 2025Q3: 23,893 shares; 2025Q4: 23,893 shares; 2026Q1: 23,458 shares 23,458 $535K 0.08% -435 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,114 shares; 2025Q4: 2,104 shares; 2026Q1: 2,156 shares 2,156 $533K 0.08% +52 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,512 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,615 shares 3,615 $530K 0.08% +56 Timeline DIVB 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: 21,230 shares; 2024Q4: 23,795 shares; 2025Q1: 27,733 shares; 2025Q2: 26,457 shares; 2025Q3: 32,049 shares; 2025Q4: 22,746 shares; 2026Q1: 9,761 shares 9,761 $527K 0.08% -12,985 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares; 2026Q1: 3,316 shares 3,316 $522K 0.08% +235 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,020 shares; 2025Q1: 2,019 shares; 2025Q2: 2,035 shares; 2025Q3: 2,069 shares; 2025Q4: 2,091 shares; 2026Q1: 2,129 shares 2,129 $516K 0.07% +38 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,362 shares; 2025Q1: 1,506 shares; 2025Q2: 1,530 shares; 2025Q3: 1,680 shares; 2025Q4: 1,531 shares; 2026Q1: 2,582 shares 2,582 $514K 0.07% +1,051 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,962 shares; 2025Q1: 9,024 shares; 2025Q2: 8,986 shares; 2025Q3: 8,850 shares; 2025Q4: 9,592 shares; 2026Q1: 9,485 shares 9,485 $505K 0.07% -107 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,336 shares; 2025Q1: 6,457 shares; 2025Q2: 6,361 shares; 2025Q3: 5,454 shares; 2025Q4: 6,620 shares; 2026Q1: 5,797 shares 5,797 $502K 0.07% -823 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: 9,426 shares; 2024Q4: 9,285 shares; 2025Q1: 9,639 shares; 2025Q2: 9,959 shares; 2025Q3: 10,974 shares; 2025Q4: not reported; 2026Q1: 10,862 shares 10,862 $502K 0.07% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,670 shares; 2025Q1: 11,454 shares; 2025Q2: 14,643 shares; 2025Q3: 14,998 shares; 2025Q4: 14,961 shares; 2026Q1: 14,926 shares 14,926 $500K 0.07% -35 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: 8,638 shares; 2024Q4: 9,232 shares; 2025Q1: 8,326 shares; 2025Q2: 17,669 shares; 2025Q3: 17,811 shares; 2025Q4: 17,552 shares; 2026Q1: 17,604 shares 17,604 $494K 0.07% +52 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,411 shares; 2025Q2: 9,596 shares; 2025Q3: 10,550 shares; 2025Q4: 10,875 shares; 2026Q1: 10,732 shares 10,732 $490K 0.07% -143 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,056 shares; 2025Q1: 3,356 shares; 2025Q2: 3,741 shares; 2025Q3: 3,853 shares; 2025Q4: 4,155 shares; 2026Q1: 4,279 shares 4,279 $488K 0.07% +124 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,553 shares; 2025Q3: 3,808 shares; 2025Q4: 3,814 shares; 2026Q1: 2,932 shares 2,932 $481K 0.07% -882 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,503 shares; 2025Q4: 1,501 shares; 2026Q1: 1,332 shares 1,332 $474K 0.07% -169 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,901 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 2,305 shares; 2026Q1: 2,296 shares 2,296 $474K 0.07% -9 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: 1,366 shares; 2024Q4: 1,545 shares; 2025Q1: 1,591 shares; 2025Q2: 1,601 shares; 2025Q3: 2,047 shares; 2025Q4: 1,756 shares; 2026Q1: 1,656 shares 1,656 $470K 0.07% -100 Timeline JPSE 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: 9,683 shares; 2024Q4: 9,556 shares; 2025Q1: 9,321 shares; 2025Q2: 8,961 shares; 2025Q3: 8,961 shares; 2025Q4: 8,926 shares; 2026Q1: 8,926 shares 8,926 $468K 0.07% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,851 shares; 2025Q1: 3,789 shares; 2025Q2: 3,874 shares; 2025Q3: 3,875 shares; 2025Q4: 3,815 shares; 2026Q1: 3,771 shares 3,771 $458K 0.07% -44 Timeline CIBR 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: 6,093 shares; 2024Q4: 6,330 shares; 2025Q1: 6,134 shares; 2025Q2: 6,813 shares; 2025Q3: 6,794 shares; 2025Q4: 6,787 shares; 2026Q1: 7,207 shares 7,207 $452K 0.07% +420 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,734 shares 1,734 $451K 0.07% +91 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,639 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares; 2026Q1: 4,464 shares 4,464 $449K 0.07% 0 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: 1,242 shares; 2024Q4: 2,361 shares; 2025Q1: 1,806 shares; 2025Q2: 1,696 shares; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares; 2026Q1: 1,638 shares 1,638 $446K 0.06% -4 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,463 shares; 2026Q1: 3,463 shares 3,463 $444K 0.06% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,640 shares; 2025Q2: 1,634 shares; 2025Q3: 1,659 shares; 2025Q4: 1,706 shares; 2026Q1: 1,679 shares 1,679 $440K 0.06% -27 Timeline VIS 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $429K 0.06% 0 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: 1,059 shares; 2024Q4: 1,039 shares; 2025Q1: 1,125 shares; 2025Q2: 1,318 shares; 2025Q3: 1,688 shares; 2025Q4: 1,244 shares; 2026Q1: 1,302 shares 1,302 $428K 0.06% +58 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,397 shares; 2025Q2: 10,408 shares; 2025Q3: 12,433 shares; 2025Q4: 15,115 shares; 2026Q1: 17,615 shares 17,615 $427K 0.06% +2,500 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 2,065 shares; 2025Q1: 3,236 shares; 2025Q2: 5,131 shares; 2025Q3: 5,174 shares; 2025Q4: 4,859 shares; 2026Q1: 5,148 shares 5,148 $424K 0.06% +289 Timeline BIV 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: 7,521 shares; 2024Q4: 7,038 shares; 2025Q1: 6,129 shares; 2025Q2: 5,785 shares; 2025Q3: 5,755 shares; 2025Q4: 5,482 shares; 2026Q1: 5,482 shares 5,482 $423K 0.06% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,281 shares; 2025Q1: 2,179 shares; 2025Q2: 2,156 shares; 2025Q3: 2,151 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $421K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 481 shares; 2026Q1: 476 shares 476 $416K 0.06% -5 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 4,564 shares; 2025Q4: 6,673 shares; 2026Q1: 7,014 shares 7,014 $415K 0.06% +341 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 2,811 shares; 2025Q3: 2,801 shares; 2025Q4: 2,787 shares; 2026Q1: 2,817 shares 2,817 $408K 0.06% +30 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,553 shares; 2025Q1: 1,280 shares; 2025Q2: 1,278 shares; 2025Q3: 1,267 shares; 2025Q4: 1,256 shares; 2026Q1: 1,275 shares 1,275 $406K 0.06% +19 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,967 shares; 2024Q4: 21,512 shares; 2025Q1: 21,874 shares; 2025Q2: 23,555 shares; 2025Q3: 23,237 shares; 2025Q4: 23,237 shares; 2026Q1: 24,591 shares 24,591 $400K 0.06% +1,354 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 reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 424 shares; 2025Q3: 448 shares; 2025Q4: 6,191 shares; 2026Q1: 4,115 shares 4,115 $396K 0.06% -2,076 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: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,423 shares; 2025Q2: 10,423 shares; 2025Q3: 10,423 shares; 2025Q4: 10,423 shares; 2026Q1: 10,423 shares 10,423 $394K 0.06% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,297 shares; 2025Q1: 1,431 shares; 2025Q2: 1,474 shares; 2025Q3: 1,525 shares; 2025Q4: 1,641 shares; 2026Q1: 1,478 shares 1,478 $394K 0.06% -163 Timeline VAW 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,762 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739 $392K 0.06% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,964 shares; 2024Q4: 93,971 shares; 2025Q1: 84,923 shares; 2025Q2: 84,335 shares; 2025Q3: 82,858 shares; 2025Q4: 82,897 shares; 2026Q1: 84,138 shares 84,138 $390K 0.06% +1,241 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 4,186 shares; 2025Q4: 4,186 shares; 2026Q1: 4,186 shares 4,186 $387K 0.06% 0 Timeline DVY 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: 1,673 shares; 2024Q4: 2,738 shares; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,583 shares; 2026Q1: 2,533 shares 2,533 $384K 0.06% -50 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,249 shares; 2025Q1: 1,232 shares; 2025Q2: 1,230 shares; 2025Q3: 1,207 shares; 2025Q4: 1,176 shares; 2026Q1: 1,175 shares 1,175 $383K 0.06% -1 Timeline SDY 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: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,732 shares; 2025Q2: 2,684 shares; 2025Q3: 2,685 shares; 2025Q4: 2,686 shares; 2026Q1: 2,617 shares 2,617 $382K 0.06% -69 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 4,730 shares; 2025Q2: 4,618 shares; 2025Q3: 4,618 shares; 2025Q4: 4,633 shares; 2026Q1: 4,658 shares 4,658 $381K 0.06% +25 Timeline VCSH 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: 4,058 shares; 2024Q4: 4,427 shares; 2025Q1: 4,616 shares; 2025Q2: 4,703 shares; 2025Q3: 4,656 shares; 2025Q4: 4,948 shares; 2026Q1: 4,795 shares 4,795 $380K 0.06% -153 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 4,152 shares; 2025Q2: 4,996 shares; 2025Q3: 5,119 shares; 2025Q4: 5,065 shares; 2026Q1: 4,832 shares 4,832 $377K 0.05% -233 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: 4,425 shares 4,425 $375K 0.05% new Timeline REGL 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: 3,693 shares; 2024Q4: 3,624 shares; 2025Q1: 4,417 shares; 2025Q2: 4,414 shares; 2025Q3: 4,460 shares; 2025Q4: 4,310 shares; 2026Q1: 4,311 shares 4,311 $372K 0.05% +1 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,460 shares; 2025Q3: 23,460 shares; 2025Q4: 23,460 shares; 2026Q1: 23,460 shares 23,460 $368K 0.05% 0 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: 25,198 shares; 2024Q4: 27,242 shares; 2025Q1: 18,675 shares; 2025Q2: 4,304 shares; 2025Q3: 4,531 shares; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $359K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,167 shares; 2025Q3: 4,299 shares; 2025Q4: 3,876 shares; 2026Q1: 3,872 shares 3,872 $359K 0.05% -4 Timeline PII POLARIS INC More: the full row for POLARIS 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: 6,742 shares; 2025Q3: 6,428 shares; 2025Q4: 6,432 shares; 2026Q1: 6,441 shares 6,441 $351K 0.05% +9 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,970 shares; 2025Q1: 7,068 shares; 2025Q2: 7,151 shares; 2025Q3: 7,131 shares; 2025Q4: 7,272 shares; 2026Q1: 6,458 shares 6,458 $350K 0.05% -814 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: 3,067 shares; 2024Q4: 3,489 shares; 2025Q1: 3,784 shares; 2025Q2: 3,654 shares; 2025Q3: 3,595 shares; 2025Q4: 3,944 shares; 2026Q1: 3,679 shares 3,679 $349K 0.05% -265 Timeline IBDS 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: 12,820 shares; 2026Q1: 14,360 shares 14,360 $348K 0.05% +1,540 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,836 shares; 2026Q1: 2,826 shares 2,826 $347K 0.05% -10 Timeline IJJ 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: 2,979 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares 2,618 $347K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,647 shares; 2026Q1: 2,639 shares 2,639 $346K 0.05% -8 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,327 shares; 2025Q1: 5,334 shares; 2025Q2: 4,605 shares; 2025Q3: 4,395 shares; 2025Q4: 3,534 shares; 2026Q1: 3,474 shares 3,474 $345K 0.05% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 971 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $341K 0.05% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 657 shares; 2025Q4: 664 shares; 2026Q1: 699 shares 699 $333K 0.05% +35 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 4,804 shares; 2025Q1: 4,956 shares; 2025Q2: 4,906 shares; 2025Q3: 4,895 shares; 2025Q4: 4,892 shares; 2026Q1: 4,882 shares 4,882 $332K 0.05% -10 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,100 shares; 2025Q1: 2,432 shares; 2025Q2: 2,203 shares; 2025Q3: 2,237 shares; 2025Q4: 2,221 shares; 2026Q1: 2,207 shares 2,207 $332K 0.05% -14 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,079 shares 4,079 $329K 0.05% new Timeline IBTH 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: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares; 2026Q1: 14,575 shares 14,575 $327K 0.05% +1,000 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,896 shares; 2026Q1: 5,310 shares 5,310 $325K 0.05% +414 Timeline IBTI 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: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares; 2026Q1: 14,575 shares 14,575 $325K 0.05% +1,000 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: 2,156 shares; 2024Q4: 2,132 shares; 2025Q1: 2,255 shares; 2025Q2: 2,252 shares; 2025Q3: 2,248 shares; 2025Q4: 2,255 shares; 2026Q1: 2,225 shares 2,225 $323K 0.05% -30 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 5,134 shares; 2025Q4: 6,246 shares; 2026Q1: 5,487 shares 5,487 $319K 0.05% -759 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 800 shares; 2026Q1: 800 shares 800 $313K 0.05% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,132 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,012 shares 2,012 $313K 0.05% -118 Timeline IEF 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: 3,399 shares; 2024Q4: 3,309 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares; 2026Q1: 3,207 shares 3,207 $306K 0.04% +138 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,458 shares; 2025Q1: 2,279 shares; 2025Q2: 2,265 shares; 2025Q3: 2,235 shares; 2025Q4: 2,250 shares; 2026Q1: 2,175 shares 2,175 $303K 0.04% -75 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,776 shares; 2025Q3: 6,099 shares; 2025Q4: 6,363 shares; 2026Q1: 6,438 shares 6,438 $302K 0.04% +75 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,600 shares; 2025Q1: 10,546 shares; 2025Q2: 16,627 shares; 2025Q3: 17,259 shares; 2025Q4: not reported; 2026Q1: 13,406 shares 13,406 $302K 0.04% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,475 shares; 2025Q1: 8,077 shares; 2025Q2: 7,764 shares; 2025Q3: 7,967 shares; 2025Q4: 6,411 shares; 2026Q1: 6,625 shares 6,625 $300K 0.04% +214 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 103,836 shares; 2025Q3: 12,589 shares; 2025Q4: 9,702 shares; 2026Q1: 8,921 shares 8,921 $298K 0.04% -781 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $295K 0.04% 0 Timeline OEF 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: 9,287 shares; 2024Q4: 6,728 shares; 2025Q1: 7,003 shares; 2025Q2: 7,804 shares; 2025Q3: 5,707 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $290K 0.04% 0 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 13,636 shares 13,636 $288K 0.04% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,698 shares; 2025Q1: 6,632 shares; 2025Q2: 6,627 shares; 2025Q3: 6,547 shares; 2025Q4: 6,364 shares; 2026Q1: 6,085 shares 6,085 $282K 0.04% -279 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: 23,540 shares; 2024Q4: 19,749 shares; 2025Q1: 16,689 shares; 2025Q2: 10,001 shares; 2025Q3: 8,626 shares; 2025Q4: 6,761 shares; 2026Q1: 6,274 shares 6,274 $277K 0.04% -487 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 918 shares 918 $273K 0.04% +18 Timeline IJS 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: 2,831 shares; 2025Q2: 2,573 shares; 2025Q3: 2,561 shares; 2025Q4: 2,550 shares; 2026Q1: 2,301 shares 2,301 $273K 0.04% -249 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 15,788 shares; 2025Q1: 9,988 shares; 2025Q2: 9,988 shares; 2025Q3: 9,992 shares; 2025Q4: 9,992 shares; 2026Q1: 9,992 shares 9,992 $268K 0.04% 0 Timeline SPYV 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: 43,309 shares; 2024Q4: 46,960 shares; 2025Q1: 30,268 shares; 2025Q2: 9,051 shares; 2025Q3: 9,133 shares; 2025Q4: 5,271 shares; 2026Q1: 4,729 shares 4,729 $268K 0.04% -542 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,045 shares; 2025Q3: 4,167 shares; 2025Q4: 4,850 shares; 2026Q1: 5,350 shares 5,350 $265K 0.04% +500 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares 2,066 $265K 0.04% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 613 shares; 2026Q1: 591 shares 591 $264K 0.04% -22 Timeline IGSB 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: 8,146 shares; 2025Q2: 7,946 shares; 2025Q3: 7,692 shares; 2025Q4: 7,657 shares; 2026Q1: 5,012 shares 5,012 $263K 0.04% -2,645 Timeline ILCG 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: 2,058 shares; 2025Q4: 2,758 shares; 2026Q1: 2,758 shares 2,758 $263K 0.04% 0 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: 6,885 shares; 2024Q4: 6,621 shares; 2025Q1: 6,578 shares; 2025Q2: 6,494 shares; 2025Q3: 6,473 shares; 2025Q4: 4,313 shares; 2026Q1: 4,335 shares 4,335 $263K 0.04% +22 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,801 shares; 2026Q1: 3,826 shares 3,826 $261K 0.04% +25 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $258K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,120 shares; 2025Q1: 1,163 shares; 2025Q2: 1,157 shares; 2025Q3: 1,134 shares; 2025Q4: 1,131 shares; 2026Q1: 892 shares 892 $256K 0.04% -239 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 reported; 2024Q4: not reported; 2025Q1: 7,276 shares; 2025Q2: 7,144 shares; 2025Q3: 6,810 shares; 2025Q4: 6,200 shares; 2026Q1: 5,526 shares 5,526 $251K 0.04% -674 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 509 shares; 2026Q1: 502 shares 502 $251K 0.04% -7 Timeline XLRE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,991 shares 5,991 $245K 0.04% new Timeline SMDV 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: 3,698 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,682 shares; 2025Q3: 3,783 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares 3,490 $240K 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 567 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $240K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 701 shares 701 $240K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,266 shares; 2025Q4: 3,406 shares; 2026Q1: 3,323 shares 3,323 $239K 0.03% -83 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: not reported; 2024Q4: not reported; 2025Q1: 4,764 shares; 2025Q2: 4,764 shares; 2025Q3: 4,764 shares; 2025Q4: 4,764 shares; 2026Q1: 4,764 shares 4,764 $238K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $234K 0.03% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 519 shares; 2025Q2: 748 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: 684 shares 684 $234K 0.03% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,219 shares; 2025Q4: 3,194 shares; 2026Q1: 3,194 shares 3,194 $233K 0.03% 0 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: 46,379 shares; 2024Q4: 48,659 shares; 2025Q1: 15,619 shares; 2025Q2: 14,394 shares; 2025Q3: 4,435 shares; 2025Q4: 4,104 shares; 2026Q1: 3,720 shares 3,720 $233K 0.03% -384 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares 2,023 $232K 0.03% new 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: 5,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,596 shares; 2026Q1: 5,596 shares 5,596 $230K 0.03% 0 Timeline SOXQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares 3,840 $229K 0.03% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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: 9,333 shares 9,333 $227K 0.03% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 3,276 shares; 2025Q4: 3,381 shares; 2026Q1: 3,343 shares 3,343 $226K 0.03% -38 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 9,526 shares; 2025Q1: 10,732 shares; 2025Q2: 10,079 shares; 2025Q3: 10,080 shares; 2025Q4: 5,138 shares; 2026Q1: 4,970 shares 4,970 $225K 0.03% -168 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,664 shares; 2025Q4: 5,665 shares; 2026Q1: 5,537 shares 5,537 $222K 0.03% -128 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,230 shares 2,230 $221K 0.03% 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: 3,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares 2,846 $219K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares 504 $219K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares 1,609 $218K 0.03% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares; 2026Q1: 1,714 shares 1,714 $217K 0.03% -34 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,591 shares 1,591 $216K 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $213K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 1,608 shares 1,608 $212K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 857 shares; 2026Q1: 760 shares 760 $212K 0.03% -97 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 850 shares; 2025Q4: not reported; 2026Q1: 850 shares 850 $211K 0.03% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,340 shares 9,340 $207K 0.03% new Timeline JGRO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares 2,438 $206K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares; 2026Q1: 1,130 shares 1,130 $206K 0.03% -651 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $205K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,206 shares 1,206 $204K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,331 shares 1,331 $203K 0.03% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,970 shares 7,970 $202K 0.03% new Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,150 shares 12,150 $160K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 10,126 shares 10,126 $159K 0.02% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 17,735 shares; 2025Q1: 17,710 shares; 2025Q2: 17,710 shares; 2025Q3: 17,710 shares; 2025Q4: 17,710 shares; 2026Q1: 15,725 shares 15,725 $136K 0.02% -1,985 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD 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: 11,246 shares; 2026Q1: 11,204 shares 11,204 $121K 0.02% -42 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 14,185 shares; 2026Q1: 16,480 shares 16,480 $81.7K 0.01% +2,295 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,845 shares; 2024Q4: 23,845 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 15,055 shares; 2026Q1: 13,160 shares 13,160 $60.9K 0.01% -1,895 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares 10,575 $47.2K 0.01% 0 Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 19,800 shares 19,800 $45.9K 0.01% new Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,718 shares; 2024Q4: 275,267 shares; 2025Q1: 249,897 shares; 2025Q2: 176,771 shares; 2025Q3: 161,521 shares; 2025Q4: 97,521 shares; 2026Q1: 62,071 shares 62,071 $16.9K <0.01% -35,450 Timeline