ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,919 shares; 2024Q4: 584,966 shares; 2025Q1: 688,115 shares; 2025Q2: 701,769 shares; 2025Q3: 724,223 shares; 2025Q4: 714,154 shares; 2026Q1: 778,680 shares 778,680 $24.4M 11.2% +64,526 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: 22,386 shares; 2024Q4: 19,255 shares; 2025Q1: 20,177 shares; 2025Q2: 20,634 shares; 2025Q3: 20,858 shares; 2025Q4: 20,147 shares; 2026Q1: 20,319 shares 20,319 $13.3M 6.08% +172 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: 7,764 shares; 2024Q4: 10,971 shares; 2025Q1: 10,117 shares; 2025Q2: 10,098 shares; 2025Q3: 9,979 shares; 2025Q4: 8,625 shares; 2026Q1: 9,010 shares 9,010 $5.86M 2.68% +385 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: 14,356 shares; 2024Q4: 15,584 shares; 2025Q1: 19,305 shares; 2025Q2: 17,741 shares; 2025Q3: 14,520 shares; 2025Q4: 13,484 shares; 2026Q1: 12,285 shares 12,285 $5.29M 2.42% -1,199 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: 22,589 shares; 2024Q4: 24,111 shares; 2025Q1: 22,814 shares; 2025Q2: 23,035 shares; 2025Q3: 23,476 shares; 2025Q4: 24,105 shares; 2026Q1: 23,159 shares 23,159 $4.04M 1.85% -946 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: 42,678 shares; 2024Q4: 59,635 shares; 2025Q1: 54,173 shares; 2025Q2: 50,682 shares; 2025Q3: 48,528 shares; 2025Q4: 50,797 shares; 2026Q1: 52,587 shares 52,587 $4.02M 1.84% +1,790 Timeline TLT 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: 30,248 shares; 2024Q4: 35,759 shares; 2025Q1: 38,781 shares; 2025Q2: 40,887 shares; 2025Q3: 40,414 shares; 2025Q4: 41,262 shares; 2026Q1: 43,600 shares 43,600 $3.78M 1.73% +2,338 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: 42,380 shares; 2024Q4: 47,526 shares; 2025Q1: 57,358 shares; 2025Q2: 60,025 shares; 2025Q3: 70,798 shares; 2025Q4: 75,970 shares; 2026Q1: 87,468 shares 87,468 $3.72M 1.7% +11,498 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: 17,117 shares; 2024Q4: 17,075 shares; 2025Q1: 17,203 shares; 2025Q2: 17,600 shares; 2025Q3: 17,840 shares; 2025Q4: 17,954 shares; 2026Q1: 17,843 shares 17,843 $3.72M 1.7% -111 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: 40,145 shares; 2024Q4: 41,859 shares; 2025Q1: 52,663 shares; 2025Q2: 54,486 shares; 2025Q3: 63,258 shares; 2025Q4: 67,391 shares; 2026Q1: 77,068 shares 77,068 $3.1M 1.42% +9,677 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,953 shares; 2025Q1: 2,790 shares; 2025Q2: 3,397 shares; 2025Q3: 3,991 shares; 2025Q4: 4,470 shares; 2026Q1: 5,162 shares 5,162 $3.08M 1.41% +692 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: 2,571 shares; 2024Q4: 12,354 shares; 2025Q1: 12,063 shares; 2025Q2: 12,041 shares; 2025Q3: 11,384 shares; 2025Q4: 11,625 shares; 2026Q1: 13,014 shares 13,014 $2.83M 1.3% +1,389 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: 30,619 shares; 2024Q4: 34,074 shares; 2025Q1: 47,304 shares; 2025Q2: 48,669 shares; 2025Q3: 55,372 shares; 2025Q4: 61,231 shares; 2026Q1: 69,295 shares 69,295 $2.66M 1.22% +8,064 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: 17,236 shares; 2024Q4: 10,973 shares; 2025Q1: 11,371 shares; 2025Q2: 11,708 shares; 2025Q3: 11,981 shares; 2025Q4: 11,942 shares; 2026Q1: 10,301 shares 10,301 $2.61M 1.2% -1,641 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,675 shares; 2025Q4: 27,439 shares; 2026Q1: 41,336 shares 41,336 $2.52M 1.16% +13,897 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,458 shares; 2024Q4: 62,140 shares; 2025Q1: 79,232 shares; 2025Q2: 76,143 shares; 2025Q3: 72,906 shares; 2025Q4: 74,303 shares; 2026Q1: 80,642 shares 80,642 $2.47M 1.13% +6,339 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: 11,006 shares; 2024Q4: 11,884 shares; 2025Q1: 11,421 shares; 2025Q2: 11,492 shares; 2025Q3: 11,599 shares; 2025Q4: 11,524 shares; 2026Q1: 11,210 shares 11,210 $2.41M 1.1% -314 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: 7,422 shares; 2024Q4: 7,579 shares; 2025Q1: 7,564 shares; 2025Q2: 7,712 shares; 2025Q3: 7,508 shares; 2025Q4: 6,936 shares; 2026Q1: 6,982 shares 6,982 $2.24M 1.03% +46 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,586 shares; 2024Q4: 51,039 shares; 2025Q1: 82,541 shares; 2025Q2: 73,881 shares; 2025Q3: 71,293 shares; 2025Q4: 78,747 shares; 2026Q1: 79,276 shares 79,276 $2.24M 1.02% +529 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: 6,663 shares; 2024Q4: 6,655 shares; 2025Q1: 6,944 shares; 2025Q2: 6,911 shares; 2025Q3: 7,111 shares; 2025Q4: 7,321 shares; 2026Q1: 6,032 shares 6,032 $2.23M 1.02% -1,289 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: 6,436 shares; 2024Q4: 6,614 shares; 2025Q1: 6,609 shares; 2025Q2: 6,777 shares; 2025Q3: 6,640 shares; 2025Q4: 6,777 shares; 2026Q1: 6,672 shares 6,672 $2.07M 0.95% -105 Timeline CTA 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: 8,864 shares; 2025Q3: 48,525 shares; 2025Q4: 47,201 shares; 2026Q1: 65,785 shares 65,785 $1.99M 0.91% +18,584 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,311 shares; 2025Q2: 20,414 shares; 2025Q3: 30,883 shares; 2025Q4: 36,338 shares; 2026Q1: 53,638 shares 53,638 $1.93M 0.88% +17,300 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: 12,042 shares; 2024Q4: 20,480 shares; 2025Q1: 26,013 shares; 2025Q2: 24,152 shares; 2025Q3: 25,399 shares; 2025Q4: 28,983 shares; 2026Q1: 32,711 shares 32,711 $1.9M 0.87% +3,728 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 13,510 shares; 2025Q3: 84,354 shares; 2025Q4: 82,354 shares; 2026Q1: 134,046 shares 134,046 $1.87M 0.86% +51,692 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: 13,004 shares; 2024Q4: 14,273 shares; 2025Q1: 17,130 shares; 2025Q2: 17,305 shares; 2025Q3: 15,760 shares; 2025Q4: 16,793 shares; 2026Q1: 17,012 shares 17,012 $1.67M 0.76% +219 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,765 shares; 2024Q4: 81,462 shares; 2025Q1: 82,088 shares; 2025Q2: 69,776 shares; 2025Q3: 69,940 shares; 2025Q4: 73,424 shares; 2026Q1: 77,446 shares 77,446 $1.61M 0.74% +4,022 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,023 shares; 2025Q1: 1,849 shares; 2025Q2: 1,902 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,370 shares 14,370 $1.59M 0.73% new Timeline AGGA EA SERIES TRUST More: the full row for EA 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: 45,637 shares; 2025Q3: 48,363 shares; 2025Q4: 53,593 shares; 2026Q1: 62,493 shares 62,493 $1.57M 0.72% +8,900 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,212 shares; 2025Q1: 5,198 shares; 2025Q2: 5,148 shares; 2025Q3: 5,279 shares; 2025Q4: 5,281 shares; 2026Q1: 5,193 shares 5,193 $1.53M 0.7% -88 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: 11,828 shares; 2024Q4: 11,966 shares; 2025Q1: 19,694 shares; 2025Q2: 23,505 shares; 2025Q3: 32,213 shares; 2025Q4: 37,800 shares; 2026Q1: 45,246 shares 45,246 $1.51M 0.69% +7,446 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 18,818 shares; 2025Q1: 21,360 shares; 2025Q2: 19,763 shares; 2025Q3: 19,176 shares; 2025Q4: 19,617 shares; 2026Q1: 20,174 shares 20,174 $1.5M 0.69% +557 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 8,610 shares; 2025Q1: 8,110 shares; 2025Q2: 7,610 shares; 2025Q3: 7,110 shares; 2025Q4: 6,110 shares; 2026Q1: 4,360 shares 4,360 $1.49M 0.68% -1,750 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: 2,207 shares; 2024Q4: 2,181 shares; 2025Q1: 2,036 shares; 2025Q2: 2,314 shares; 2025Q3: 2,222 shares; 2025Q4: 2,188 shares; 2026Q1: 2,080 shares 2,080 $1.47M 0.68% -108 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: 7,582 shares; 2024Q4: 12,294 shares; 2025Q1: 11,770 shares; 2025Q2: 10,521 shares; 2025Q3: 10,926 shares; 2025Q4: 11,663 shares; 2026Q1: 12,740 shares 12,740 $1.44M 0.66% +1,077 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,573 shares; 2024Q4: 26,273 shares; 2025Q1: 27,101 shares; 2025Q2: 26,054 shares; 2025Q3: 26,443 shares; 2025Q4: 29,108 shares; 2026Q1: 30,417 shares 30,417 $1.4M 0.64% +1,309 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: 5,139 shares; 2024Q4: 4,900 shares; 2025Q1: 5,652 shares; 2025Q2: 5,657 shares; 2025Q3: 5,691 shares; 2025Q4: 5,684 shares; 2026Q1: 4,852 shares 4,852 $1.4M 0.64% -832 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: 13,378 shares; 2024Q4: 13,320 shares; 2025Q1: 13,243 shares; 2025Q2: 13,258 shares; 2025Q3: 7,963 shares; 2025Q4: 8,147 shares; 2026Q1: 8,199 shares 8,199 $1.39M 0.64% +52 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: 6,725 shares; 2024Q4: 7,474 shares; 2025Q1: 9,204 shares; 2025Q2: 6,867 shares; 2025Q3: 7,196 shares; 2025Q4: 7,567 shares; 2026Q1: 7,032 shares 7,032 $1.35M 0.62% -535 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,714 shares; 2024Q4: 50,279 shares; 2025Q1: 49,324 shares; 2025Q2: 45,694 shares; 2025Q3: 35,885 shares; 2025Q4: 35,603 shares; 2026Q1: 37,588 shares 37,588 $1.33M 0.61% +1,985 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,606 shares; 2025Q2: 3,346 shares; 2025Q3: 5,863 shares; 2025Q4: 6,514 shares; 2026Q1: 9,359 shares 9,359 $1.29M 0.59% +2,845 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: 2,542 shares; 2024Q4: 2,476 shares; 2025Q1: 2,328 shares; 2025Q2: 2,306 shares; 2025Q3: 2,402 shares; 2025Q4: 2,498 shares; 2026Q1: 2,253 shares 2,253 $1.29M 0.59% -245 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: 3,330 shares; 2024Q4: 3,240 shares; 2025Q1: 3,289 shares; 2025Q2: 3,264 shares; 2025Q3: 3,694 shares; 2025Q4: 3,740 shares; 2026Q1: 3,741 shares 3,741 $1.26M 0.58% +1 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: 1,219 shares; 2024Q4: 1,233 shares; 2025Q1: 1,612 shares; 2025Q2: 1,805 shares; 2025Q3: 2,334 shares; 2025Q4: 2,491 shares; 2026Q1: 2,867 shares 2,867 $1.25M 0.57% +376 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,702 shares; 2024Q4: 35,895 shares; 2025Q1: 38,579 shares; 2025Q2: 35,000 shares; 2025Q3: 37,868 shares; 2025Q4: 48,784 shares; 2026Q1: 53,778 shares 53,778 $1.25M 0.57% +4,994 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,817 shares; 2025Q1: 2,774 shares; 2025Q2: 2,532 shares; 2025Q3: 2,764 shares; 2025Q4: 3,783 shares; 2026Q1: 5,636 shares 5,636 $1.19M 0.55% +1,853 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: 1,297 shares; 2024Q4: 1,253 shares; 2025Q1: 2,246 shares; 2025Q2: 1,895 shares; 2025Q3: 1,613 shares; 2025Q4: 1,538 shares; 2026Q1: 1,282 shares 1,282 $1.18M 0.54% -256 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,129 shares; 2025Q1: 32,097 shares; 2025Q2: 33,011 shares; 2025Q3: 36,960 shares; 2025Q4: 35,528 shares; 2026Q1: 40,621 shares 40,621 $1.17M 0.54% +5,093 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 2,928 shares; 2025Q2: 2,393 shares; 2025Q3: 2,376 shares; 2025Q4: 2,436 shares; 2026Q1: 2,457 shares 2,457 $1.14M 0.52% +21 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 7,068 shares; 2025Q1: 2,728 shares; 2025Q2: 4,459 shares; 2025Q3: 4,552 shares; 2025Q4: 3,156 shares; 2026Q1: 2,656 shares 2,656 $1.13M 0.52% -500 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: 6,017 shares; 2024Q4: 8,766 shares; 2025Q1: 9,198 shares; 2025Q2: 9,537 shares; 2025Q3: 10,753 shares; 2025Q4: 12,965 shares; 2026Q1: 15,971 shares 15,971 $1.11M 0.51% +3,006 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,571 shares; 2024Q4: 29,240 shares; 2025Q1: 29,240 shares; 2025Q2: 29,840 shares; 2025Q3: 30,240 shares; 2025Q4: 30,540 shares; 2026Q1: 30,115 shares 30,115 $1.07M 0.49% -425 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: 4,631 shares; 2024Q4: 14,215 shares; 2025Q1: 5,069 shares; 2025Q2: 5,084 shares; 2025Q3: 5,410 shares; 2025Q4: 5,546 shares; 2026Q1: 5,433 shares 5,433 $1.07M 0.49% -113 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,016 shares; 2025Q2: 13,437 shares; 2025Q3: 14,502 shares; 2025Q4: 16,899 shares; 2026Q1: 21,469 shares 21,469 $1.06M 0.49% +4,570 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 24,992 shares; 2025Q1: 3,183 shares; 2025Q2: 3,243 shares; 2025Q3: 2,925 shares; 2025Q4: 2,317 shares; 2026Q1: 11,292 shares 11,292 $1.03M 0.47% +8,975 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,317 shares; 2024Q4: 32,413 shares; 2025Q1: 28,888 shares; 2025Q2: 27,214 shares; 2025Q3: 23,124 shares; 2025Q4: 21,173 shares; 2026Q1: 20,520 shares 20,520 $1.02M 0.47% -653 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,580 shares; 2025Q1: 1,554 shares; 2025Q2: 1,561 shares; 2025Q3: 1,509 shares; 2025Q4: 1,492 shares; 2026Q1: 1,454 shares 1,454 $1.01M 0.46% -38 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,344 shares; 2025Q2: 15,399 shares; 2025Q3: 24,178 shares; 2025Q4: 26,868 shares; 2026Q1: 33,818 shares 33,818 $993K 0.45% +6,950 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,053 shares; 2024Q4: 6,962 shares; 2025Q1: 10,622 shares; 2025Q2: 10,023 shares; 2025Q3: 8,895 shares; 2025Q4: 9,425 shares; 2026Q1: 9,087 shares 9,087 $978K 0.45% -338 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: 8,235 shares; 2024Q4: 13,078 shares; 2025Q1: 15,258 shares; 2025Q2: 16,433 shares; 2025Q3: 16,459 shares; 2025Q4: 22,027 shares; 2026Q1: 28,227 shares 28,227 $971K 0.45% +6,200 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 4,070 shares; 2025Q4: 13,089 shares; 2026Q1: 19,171 shares 19,171 $953K 0.44% +6,082 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: 1,772 shares; 2024Q4: 1,484 shares; 2025Q1: 2,001 shares; 2025Q2: 2,085 shares; 2025Q3: 2,547 shares; 2025Q4: 2,555 shares; 2026Q1: 2,524 shares 2,524 $938K 0.43% -31 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: 36,752 shares; 2024Q4: 36,817 shares; 2025Q1: 31,330 shares; 2025Q2: 31,345 shares; 2025Q3: 30,216 shares; 2025Q4: 28,404 shares; 2026Q1: 32,294 shares 32,294 $936K 0.43% +3,890 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,910 shares; 2025Q1: 9,398 shares; 2025Q2: 14,811 shares; 2025Q3: 14,843 shares; 2025Q4: 15,071 shares; 2026Q1: 16,741 shares 16,741 $929K 0.43% +1,670 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,349 shares; 2025Q2: 17,542 shares; 2025Q3: 19,480 shares; 2025Q4: 20,299 shares; 2026Q1: 20,255 shares 20,255 $924K 0.42% -44 Timeline STIP 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: 9,686 shares; 2024Q4: 9,533 shares; 2025Q1: 8,700 shares; 2025Q2: 8,284 shares; 2025Q3: 7,999 shares; 2025Q4: 8,545 shares; 2026Q1: 8,729 shares 8,729 $903K 0.41% +184 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: 6,735 shares; 2024Q4: 6,899 shares; 2025Q1: 7,028 shares; 2025Q2: 6,482 shares; 2025Q3: 7,051 shares; 2025Q4: 8,497 shares; 2026Q1: 9,296 shares 9,296 $883K 0.4% +799 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,636 shares; 2025Q1: 12,636 shares; 2025Q2: 12,636 shares; 2025Q3: 12,636 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares 12,636 $877K 0.4% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 5,402 shares; 2025Q1: 4,669 shares; 2025Q2: 6,399 shares; 2025Q3: 6,470 shares; 2025Q4: 7,740 shares; 2026Q1: 8,768 shares 8,768 $870K 0.4% +1,028 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: 9,045 shares; 2024Q4: 11,716 shares; 2025Q1: 12,424 shares; 2025Q2: 10,456 shares; 2025Q3: 10,222 shares; 2025Q4: 9,273 shares; 2026Q1: 7,765 shares 7,765 $865K 0.4% -1,508 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: 3,140 shares; 2024Q4: 3,098 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,000 shares; 2025Q4: 3,003 shares; 2026Q1: 2,792 shares 2,792 $844K 0.39% -211 Timeline JPST 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: 44,093 shares; 2024Q4: 30,227 shares; 2025Q1: 23,704 shares; 2025Q2: 22,388 shares; 2025Q3: 19,404 shares; 2025Q4: 16,733 shares; 2026Q1: 16,512 shares 16,512 $836K 0.38% -221 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,228 shares; 2024Q4: 31,369 shares; 2025Q1: 31,369 shares; 2025Q2: 32,369 shares; 2025Q3: 33,969 shares; 2025Q4: 34,469 shares; 2026Q1: 33,789 shares 33,789 $824K 0.38% -680 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 15,076 shares; 2025Q1: 13,445 shares; 2025Q2: 13,512 shares; 2025Q3: 14,713 shares; 2025Q4: 14,859 shares; 2026Q1: 16,281 shares 16,281 $817K 0.37% +1,422 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,157 shares; 2025Q1: 3,170 shares; 2025Q2: 3,216 shares; 2025Q3: 3,214 shares; 2025Q4: 3,223 shares; 2026Q1: 2,933 shares 2,933 $807K 0.37% -290 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: 5,421 shares; 2025Q1: 6,061 shares; 2025Q2: 5,414 shares; 2025Q3: 5,684 shares; 2025Q4: 5,283 shares; 2026Q1: 5,213 shares 5,213 $763K 0.35% -70 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: 3,055 shares; 2024Q4: 7,035 shares; 2025Q1: 5,979 shares; 2025Q2: 5,919 shares; 2025Q3: 6,043 shares; 2025Q4: 5,686 shares; 2026Q1: 4,143 shares 4,143 $752K 0.34% -1,543 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,685 shares; 2025Q4: 10,863 shares; 2026Q1: 16,058 shares 16,058 $736K 0.34% +5,195 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: 6,223 shares; 2024Q4: 8,864 shares; 2025Q1: 10,022 shares; 2025Q2: 10,045 shares; 2025Q3: 9,865 shares; 2025Q4: 9,797 shares; 2026Q1: 10,457 shares 10,457 $734K 0.34% +660 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: 1,364 shares; 2024Q4: 1,338 shares; 2025Q1: 1,609 shares; 2025Q2: 1,612 shares; 2025Q3: 1,610 shares; 2025Q4: 1,622 shares; 2026Q1: 1,440 shares 1,440 $719K 0.33% -182 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,069 shares; 2026Q1: 27,185 shares 27,185 $712K 0.33% +8,116 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: 712 shares; 2024Q4: 722 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 670 shares; 2025Q4: 7,305 shares; 2026Q1: 7,312 shares 7,312 $703K 0.32% +7 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: 13,747 shares; 2024Q4: 13,714 shares; 2025Q1: 13,294 shares; 2025Q2: 13,873 shares; 2025Q3: 12,392 shares; 2025Q4: 10,250 shares; 2026Q1: 10,431 shares 10,431 $668K 0.31% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,986 shares; 2026Q1: 12,185 shares 12,185 $665K 0.3% +4,199 Timeline VUSB 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: 13,288 shares; 2024Q4: 13,821 shares; 2025Q1: 12,722 shares; 2025Q2: 12,717 shares; 2025Q3: 12,737 shares; 2025Q4: 13,635 shares; 2026Q1: 13,190 shares 13,190 $657K 0.3% -445 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: 4,910 shares; 2024Q4: 5,822 shares; 2025Q1: 6,462 shares; 2025Q2: 6,659 shares; 2025Q3: 8,134 shares; 2025Q4: 9,859 shares; 2026Q1: 12,399 shares 12,399 $644K 0.3% +2,540 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: 9,306 shares; 2025Q1: 8,230 shares; 2025Q2: 9,152 shares; 2025Q3: 10,138 shares; 2025Q4: 9,207 shares; 2026Q1: 14,096 shares 14,096 $643K 0.29% +4,889 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: 1,442 shares; 2024Q4: 1,382 shares; 2025Q1: 1,362 shares; 2025Q2: 1,387 shares; 2025Q3: 1,436 shares; 2025Q4: 1,296 shares; 2026Q1: 1,327 shares 1,327 $636K 0.29% +31 Timeline MGK 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: 1,702 shares; 2024Q4: 1,697 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,723 shares; 2025Q4: 1,768 shares; 2026Q1: 1,718 shares 1,718 $631K 0.29% -50 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,942 shares; 2025Q1: 22,091 shares; 2025Q2: 18,093 shares; 2025Q3: 17,634 shares; 2025Q4: 23,695 shares; 2026Q1: 25,005 shares 25,005 $626K 0.29% +1,310 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 10,925 shares; 2025Q1: 11,505 shares; 2025Q2: 10,455 shares; 2025Q3: 11,966 shares; 2025Q4: 11,966 shares; 2026Q1: 12,876 shares 12,876 $614K 0.28% +910 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 10,510 shares; 2025Q1: 12,160 shares; 2025Q2: 14,311 shares; 2025Q3: 12,191 shares; 2025Q4: 11,494 shares; 2026Q1: 10,826 shares 10,826 $614K 0.28% -668 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: 3,794 shares; 2024Q4: 5,432 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 5,846 shares; 2025Q4: 5,983 shares; 2026Q1: 5,653 shares 5,653 $599K 0.27% -330 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,417 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,598 shares; 2025Q4: 2,731 shares; 2026Q1: 2,800 shares 2,800 $592K 0.27% +69 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: 2,499 shares; 2024Q4: 2,502 shares; 2025Q1: 2,505 shares; 2025Q2: 2,508 shares; 2025Q3: 2,511 shares; 2025Q4: 2,514 shares; 2026Q1: 2,478 shares 2,478 $569K 0.26% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,877 shares; 2026Q1: 1,639 shares 1,639 $554K 0.25% -238 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,570 shares; 2024Q4: 17,019 shares; 2025Q1: 11,598 shares; 2025Q2: 11,283 shares; 2025Q3: 10,911 shares; 2025Q4: 9,237 shares; 2026Q1: 9,224 shares 9,224 $551K 0.25% -13 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,751 shares; 2025Q1: 7,455 shares; 2025Q2: 8,293 shares; 2025Q3: 6,844 shares; 2025Q4: 8,688 shares; 2026Q1: 11,058 shares 11,058 $546K 0.25% +2,370 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 4,452 shares; 2025Q3: 5,606 shares; 2025Q4: 7,760 shares; 2026Q1: 10,868 shares 10,868 $538K 0.25% +3,108 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: 2,422 shares; 2024Q4: 3,103 shares; 2025Q1: 2,114 shares; 2025Q2: 2,171 shares; 2025Q3: 2,172 shares; 2025Q4: 4,166 shares; 2026Q1: 4,027 shares 4,027 $535K 0.25% -139 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: 2,608 shares; 2024Q4: 1,971 shares; 2025Q1: 1,757 shares; 2025Q2: 1,762 shares; 2025Q3: 1,663 shares; 2025Q4: 1,668 shares; 2026Q1: 1,673 shares 1,673 $520K 0.24% +5 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: 3,501 shares; 2024Q4: 3,479 shares; 2025Q1: 3,479 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,498 shares; 2026Q1: 3,370 shares 3,370 $515K 0.24% -128 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: 2,307 shares; 2024Q4: 2,332 shares; 2025Q1: 2,334 shares; 2025Q2: 1,893 shares; 2025Q3: 1,910 shares; 2025Q4: 3,375 shares; 2026Q1: 3,497 shares 3,497 $498K 0.23% +122 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 5,576 shares; 2025Q3: 6,612 shares; 2025Q4: 7,652 shares; 2026Q1: 12,533 shares 12,533 $497K 0.23% +4,881 Timeline ILTB 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: 10,169 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,170 shares; 2026Q1: 10,150 shares 10,150 $497K 0.23% -20 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,884 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,660 shares; 2025Q4: 2,801 shares; 2026Q1: 3,345 shares 3,345 $495K 0.23% +544 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 4,288 shares; 2025Q3: 7,894 shares; 2025Q4: 9,048 shares; 2026Q1: 9,889 shares 9,889 $495K 0.23% +841 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: 2,232 shares; 2024Q4: 1,962 shares; 2025Q1: 2,336 shares; 2025Q2: 2,319 shares; 2025Q3: 2,151 shares; 2025Q4: 2,112 shares; 2026Q1: 2,019 shares 2,019 $494K 0.23% -93 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: 2,968 shares; 2024Q4: 2,509 shares; 2025Q1: 2,696 shares; 2025Q2: 2,783 shares; 2025Q3: 2,142 shares; 2025Q4: 1,855 shares; 2026Q1: 1,494 shares 1,494 $491K 0.23% -361 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,641 shares; 2026Q1: 14,816 shares 14,816 $488K 0.22% +7,175 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: 6,409 shares; 2024Q4: 5,878 shares; 2025Q1: 5,567 shares; 2025Q2: 5,697 shares; 2025Q3: 5,706 shares; 2025Q4: 6,460 shares; 2026Q1: 6,401 shares 6,401 $487K 0.22% -59 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3,611 shares; 2025Q1: 3,677 shares; 2025Q2: 3,789 shares; 2025Q3: 3,884 shares; 2025Q4: 4,018 shares; 2026Q1: 4,018 shares 4,018 $477K 0.22% 0 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER 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: 11,142 shares; 2025Q3: 11,161 shares; 2025Q4: 19,096 shares; 2026Q1: 20,581 shares 20,581 $474K 0.22% +1,485 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: 4,003 shares; 2024Q4: 3,992 shares; 2025Q1: 3,858 shares; 2025Q2: 4,050 shares; 2025Q3: 1,871 shares; 2025Q4: 2,611 shares; 2026Q1: 2,264 shares 2,264 $468K 0.21% -347 Timeline SCHP 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: 9,935 shares; 2024Q4: 19,619 shares; 2025Q1: 17,082 shares; 2025Q2: 17,245 shares; 2025Q3: 16,742 shares; 2025Q4: 17,344 shares; 2026Q1: 17,153 shares 17,153 $456K 0.21% -191 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 11,862 shares; 2026Q1: 13,301 shares 13,301 $450K 0.21% +1,439 Timeline CAOS EA SERIES TRUST More: the full row for EA 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: 3,547 shares; 2025Q3: 4,237 shares; 2025Q4: 4,942 shares; 2026Q1: 4,940 shares 4,940 $448K 0.21% -2 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 9,779 shares; 2025Q1: 11,198 shares; 2025Q2: 11,851 shares; 2025Q3: 10,017 shares; 2025Q4: 10,560 shares; 2026Q1: 9,160 shares 9,160 $443K 0.2% -1,400 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: 4,231 shares; 2024Q4: 4,275 shares; 2025Q1: 4,539 shares; 2025Q2: 4,618 shares; 2025Q3: 4,278 shares; 2025Q4: 4,259 shares; 2026Q1: 3,553 shares 3,553 $442K 0.2% -706 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: 4,150 shares; 2024Q4: 3,869 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,228 shares; 2025Q4: 3,359 shares; 2026Q1: 3,367 shares 3,367 $441K 0.2% +8 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 8,534 shares; 2025Q1: 9,936 shares; 2025Q2: 7,652 shares; 2025Q3: 6,997 shares; 2025Q4: 6,751 shares; 2026Q1: 5,507 shares 5,507 $433K 0.2% -1,244 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: 3,798 shares; 2025Q1: 3,211 shares; 2025Q2: 3,217 shares; 2025Q3: 3,272 shares; 2025Q4: 3,459 shares; 2026Q1: 3,469 shares 3,469 $426K 0.2% +10 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: 335 shares; 2024Q4: 331 shares; 2025Q1: 341 shares; 2025Q2: 347 shares; 2025Q3: 348 shares; 2025Q4: 375 shares; 2026Q1: 424 shares 424 $422K 0.19% +49 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,432 shares; 2025Q2: 2,554 shares; 2025Q3: 2,143 shares; 2025Q4: 2,549 shares; 2026Q1: 3,756 shares 3,756 $421K 0.19% +1,207 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: 9,595 shares; 2024Q4: 7,202 shares; 2025Q1: 6,546 shares; 2025Q2: 6,137 shares; 2025Q3: 5,764 shares; 2025Q4: 5,747 shares; 2026Q1: 6,207 shares 6,207 $419K 0.19% +460 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: 6,389 shares; 2024Q4: 4,960 shares; 2025Q1: 5,114 shares; 2025Q2: 4,724 shares; 2025Q3: 4,512 shares; 2025Q4: 4,492 shares; 2026Q1: 4,407 shares 4,407 $409K 0.19% -85 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: 13,050 shares; 2024Q4: 12,680 shares; 2025Q1: 11,862 shares; 2025Q2: 11,865 shares; 2025Q3: 11,345 shares; 2025Q4: 11,078 shares; 2026Q1: 9,910 shares 9,910 $407K 0.19% -1,168 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: 5,635 shares; 2025Q1: 5,625 shares; 2025Q2: 6,884 shares; 2025Q3: 7,749 shares; 2025Q4: 7,493 shares; 2026Q1: 8,056 shares 8,056 $402K 0.18% +563 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,751 shares; 2025Q4: 1,750 shares; 2026Q1: 1,622 shares 1,622 $396K 0.18% -128 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,257 shares; 2026Q1: 7,820 shares 7,820 $391K 0.18% +2,563 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 290 shares; 2025Q4: 287 shares; 2026Q1: 265 shares 265 $391K 0.18% -22 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: 2,399 shares; 2024Q4: 2,403 shares; 2025Q1: 2,406 shares; 2025Q2: 2,410 shares; 2025Q3: 2,414 shares; 2025Q4: 2,418 shares; 2026Q1: 2,305 shares 2,305 $390K 0.18% -113 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,548 shares; 2026Q1: 10,644 shares 10,644 $386K 0.18% +5,096 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 4,905 shares; 2025Q4: 5,053 shares; 2026Q1: 5,126 shares 5,126 $385K 0.18% +73 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,778 shares 4,778 $385K 0.18% new Timeline AMLP 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: 7,312 shares 7,312 $385K 0.18% 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: 1,043 shares; 2024Q4: 1,291 shares; 2025Q1: 1,488 shares; 2025Q2: 1,486 shares; 2025Q3: 1,493 shares; 2025Q4: 1,492 shares; 2026Q1: 1,371 shares 1,371 $383K 0.18% -121 Timeline XLI 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: 1,883 shares; 2025Q2: 2,184 shares; 2025Q3: 2,182 shares; 2025Q4: 2,225 shares; 2026Q1: 2,353 shares 2,353 $381K 0.17% +128 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: 1,713 shares; 2024Q4: 1,708 shares; 2025Q1: 1,559 shares; 2025Q2: 1,561 shares; 2025Q3: 1,800 shares; 2025Q4: 2,500 shares; 2026Q1: 2,501 shares 2,501 $379K 0.17% +1 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 6,944 shares; 2025Q4: 11,183 shares; 2026Q1: 14,102 shares 14,102 $376K 0.17% +2,919 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: 4,592 shares; 2024Q4: 4,005 shares; 2025Q1: 3,754 shares; 2025Q2: 3,002 shares; 2025Q3: 3,032 shares; 2025Q4: 6,068 shares; 2026Q1: 6,070 shares 6,070 $372K 0.17% +2 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: 2,560 shares; 2024Q4: 2,313 shares; 2025Q1: 3,127 shares; 2025Q2: 3,116 shares; 2025Q3: 2,308 shares; 2025Q4: 2,270 shares; 2026Q1: 2,361 shares 2,361 $367K 0.17% +91 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: 804 shares; 2024Q4: 799 shares; 2025Q1: 761 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 739 shares 739 $366K 0.17% -20 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,273 shares; 2025Q4: 4,516 shares; 2026Q1: 5,949 shares 5,949 $364K 0.17% +1,433 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 8,055 shares; 2025Q3: 8,658 shares; 2025Q4: 8,959 shares; 2026Q1: 8,444 shares 8,444 $363K 0.17% -515 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: 2,304 shares; 2024Q4: 2,322 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,710 shares; 2025Q4: 1,510 shares; 2026Q1: 1,457 shares 1,457 $361K 0.17% -53 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: 4,226 shares; 2024Q4: 4,062 shares; 2025Q1: 3,240 shares; 2025Q2: 3,201 shares; 2025Q3: 2,410 shares; 2025Q4: 2,451 shares; 2026Q1: 2,446 shares 2,446 $353K 0.16% -5 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,781 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,733 shares; 2025Q4: 1,734 shares; 2026Q1: 1,839 shares 1,839 $349K 0.16% +105 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: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: 2,754 shares; 2025Q4: 3,100 shares; 2026Q1: 2,650 shares 2,650 $347K 0.16% -450 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 3,111 shares; 2025Q4: 3,671 shares; 2026Q1: 4,039 shares 4,039 $343K 0.16% +368 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: 3,922 shares; 2026Q1: 5,008 shares 5,008 $341K 0.16% +1,086 Timeline IDV 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: 5,843 shares; 2026Q1: 8,010 shares 8,010 $341K 0.16% +2,167 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: 2,582 shares; 2024Q4: 2,465 shares; 2025Q1: 2,561 shares; 2025Q2: 2,462 shares; 2025Q3: 2,325 shares; 2025Q4: 2,469 shares; 2026Q1: 2,055 shares 2,055 $340K 0.16% -414 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 13,197 shares; 2025Q1: 13,292 shares; 2025Q2: 13,432 shares; 2025Q3: 13,569 shares; 2025Q4: 13,744 shares; 2026Q1: 13,833 shares 13,833 $336K 0.15% +89 Timeline SCZ 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: 6,532 shares; 2024Q4: 5,643 shares; 2025Q1: 5,272 shares; 2025Q2: 5,078 shares; 2025Q3: 4,660 shares; 2025Q4: 4,322 shares; 2026Q1: 4,276 shares 4,276 $335K 0.15% -46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,166 shares; 2026Q1: 1,152 shares 1,152 $331K 0.15% -14 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: 15,747 shares; 2024Q4: 13,647 shares; 2025Q1: 13,199 shares; 2025Q2: 12,496 shares; 2025Q3: 11,304 shares; 2025Q4: 12,258 shares; 2026Q1: 11,708 shares 11,708 $329K 0.15% -550 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: 4,803 shares; 2024Q4: 5,732 shares; 2025Q1: 5,973 shares; 2025Q2: 6,034 shares; 2025Q3: 6,666 shares; 2025Q4: 6,734 shares; 2026Q1: 6,588 shares 6,588 $328K 0.15% -146 Timeline HYD 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: 4,618 shares; 2025Q1: 5,610 shares; 2025Q2: 5,626 shares; 2025Q3: 6,731 shares; 2025Q4: 6,354 shares; 2026Q1: 6,519 shares 6,519 $327K 0.15% +165 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,203 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $327K 0.15% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,079 shares; 2025Q4: 1,849 shares; 2026Q1: 1,527 shares 1,527 $326K 0.15% -322 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: 9,392 shares; 2024Q4: 5,207 shares; 2025Q1: 4,708 shares; 2025Q2: 4,387 shares; 2025Q3: 2,990 shares; 2025Q4: 3,010 shares; 2026Q1: 2,924 shares 2,924 $323K 0.15% -86 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: 1,282 shares; 2024Q4: 1,015 shares; 2025Q1: 838 shares; 2025Q2: 765 shares; 2025Q3: 575 shares; 2025Q4: 570 shares; 2026Q1: 520 shares 520 $314K 0.14% -50 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,554 shares; 2026Q1: 1,604 shares 1,604 $308K 0.14% +50 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: 3,787 shares; 2024Q4: 4,886 shares; 2025Q1: 5,590 shares; 2025Q2: 5,567 shares; 2025Q3: 4,535 shares; 2025Q4: 5,209 shares; 2026Q1: 5,164 shares 5,164 $306K 0.14% -45 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: 1,631 shares; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,222 shares; 2025Q4: 1,211 shares; 2026Q1: 892 shares 892 $305K 0.14% -319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,435 shares; 2025Q4: 2,950 shares; 2026Q1: 2,774 shares 2,774 $302K 0.14% -176 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,314 shares; 2026Q1: 12,931 shares 12,931 $296K 0.14% +2,617 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: 2,123 shares; 2024Q4: 2,723 shares; 2025Q1: 2,727 shares; 2025Q2: 2,732 shares; 2025Q3: 2,470 shares; 2025Q4: 2,468 shares; 2026Q1: 2,226 shares 2,226 $294K 0.13% -242 Timeline HYMB 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: 8,822 shares; 2025Q3: 11,157 shares; 2025Q4: 11,239 shares; 2026Q1: 11,783 shares 11,783 $292K 0.13% +544 Timeline TLTW 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: 43,127 shares; 2024Q4: 22,250 shares; 2025Q1: 21,468 shares; 2025Q2: 21,945 shares; 2025Q3: 14,450 shares; 2025Q4: 11,784 shares; 2026Q1: 12,810 shares 12,810 $290K 0.13% +1,026 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 7,621 shares; 2025Q1: 6,215 shares; 2025Q2: 6,025 shares; 2025Q3: 5,973 shares; 2025Q4: 3,772 shares; 2026Q1: 3,930 shares 3,930 $289K 0.13% +158 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: 4,046 shares; 2024Q4: 3,690 shares; 2025Q1: 3,636 shares; 2025Q2: 3,623 shares; 2025Q3: 3,654 shares; 2025Q4: 3,706 shares; 2026Q1: 2,993 shares 2,993 $289K 0.13% -713 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 6,729 shares; 2025Q1: 7,262 shares; 2025Q2: 7,079 shares; 2025Q3: 7,010 shares; 2025Q4: 5,250 shares; 2026Q1: 5,254 shares 5,254 $284K 0.13% +4 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $284K 0.13% 0 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,908 shares; 2025Q1: 4,917 shares; 2025Q2: 4,928 shares; 2025Q3: 4,941 shares; 2025Q4: 4,956 shares; 2026Q1: 4,969 shares 4,969 $283K 0.13% +13 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 331 shares 331 $280K 0.13% +95 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: 3,534 shares; 2024Q4: 3,928 shares; 2025Q1: 4,414 shares; 2025Q2: 4,346 shares; 2025Q3: not reported; 2025Q4: 2,316 shares; 2026Q1: 2,314 shares 2,314 $278K 0.13% -2 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: not reported; 2024Q4: 7,336 shares; 2025Q1: not reported; 2025Q2: 7,401 shares; 2025Q3: 9,852 shares; 2025Q4: 9,038 shares; 2026Q1: 9,279 shares 9,279 $270K 0.12% +241 Timeline CGHM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,559 shares 10,559 $267K 0.12% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 3,458 shares 3,458 $267K 0.12% +329 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,597 shares; 2025Q1: 10,673 shares; 2025Q2: 10,768 shares; 2025Q3: 10,858 shares; 2025Q4: 10,549 shares; 2026Q1: 10,601 shares 10,601 $263K 0.12% +52 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,597 shares 8,597 $262K 0.12% new Timeline JBND 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: 4,569 shares; 2025Q3: 4,553 shares; 2025Q4: 4,595 shares; 2026Q1: 4,849 shares 4,849 $261K 0.12% +254 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: 6,871 shares; 2024Q4: 6,379 shares; 2025Q1: 6,056 shares; 2025Q2: 5,921 shares; 2025Q3: 5,314 shares; 2025Q4: 5,272 shares; 2026Q1: 4,798 shares 4,798 $260K 0.12% -474 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS 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: not reported; 2025Q3: 8,715 shares; 2025Q4: 8,757 shares; 2026Q1: 8,757 shares 8,757 $258K 0.12% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,621 shares; 2025Q1: 1,255 shares; 2025Q2: 1,204 shares; 2025Q3: 1,114 shares; 2025Q4: 1,113 shares; 2026Q1: 1,063 shares 1,063 $258K 0.12% -50 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189 $254K 0.12% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,529 shares; 2025Q4: 3,529 shares; 2026Q1: 3,529 shares 3,529 $253K 0.12% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,089 shares 1,089 $249K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 4,728 shares; 2026Q1: 3,745 shares 3,745 $247K 0.11% -983 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: 2,625 shares; 2024Q4: not reported; 2025Q1: 3,533 shares; 2025Q2: 3,602 shares; 2025Q3: 3,468 shares; 2025Q4: 2,684 shares; 2026Q1: 2,724 shares 2,724 $247K 0.11% +40 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: 10,827 shares; 2024Q4: 5,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,381 shares 2,381 $244K 0.11% new 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: 5,984 shares; 2024Q4: 5,908 shares; 2025Q1: 4,527 shares; 2025Q2: 4,494 shares; 2025Q3: 3,939 shares; 2025Q4: 3,926 shares; 2026Q1: 3,131 shares 3,131 $243K 0.11% -795 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: 2,791 shares; 2024Q4: 2,737 shares; 2025Q1: 3,210 shares; 2025Q2: 3,201 shares; 2025Q3: 2,453 shares; 2025Q4: 2,379 shares; 2026Q1: 1,858 shares 1,858 $239K 0.11% -521 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: 105 shares; 2024Q4: 118 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 134 shares; 2026Q1: 136 shares 136 $236K 0.11% +2 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,374 shares; 2025Q3: 8,438 shares; 2025Q4: 8,514 shares; 2026Q1: 7,986 shares 7,986 $233K 0.11% -528 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,056 shares; 2025Q1: 3,055 shares; 2025Q2: 3,447 shares; 2025Q3: 3,331 shares; 2025Q4: 3,298 shares; 2026Q1: 3,242 shares 3,242 $231K 0.11% -56 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: not reported; 2025Q4: not reported; 2026Q1: 4,807 shares 4,807 $231K 0.11% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,484 shares; 2025Q1: 2,716 shares; 2025Q2: 2,718 shares; 2025Q3: 2,418 shares; 2025Q4: 2,291 shares; 2026Q1: 1,538 shares 1,538 $226K 0.1% -753 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 936 shares; 2025Q1: 895 shares; 2025Q2: 891 shares; 2025Q3: 873 shares; 2025Q4: 844 shares; 2026Q1: 765 shares 765 $224K 0.1% -79 Timeline IYC 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: 1,992 shares; 2025Q4: 2,257 shares; 2026Q1: 2,257 shares 2,257 $219K 0.1% 0 Timeline EMB 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: 2,111 shares; 2026Q1: 2,291 shares 2,291 $215K 0.1% +180 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: 1,820 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,183 shares 2,183 $215K 0.1% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 602 shares 602 $215K 0.1% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $213K 0.1% 0 Timeline ICVT 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: 2,215 shares; 2026Q1: 2,063 shares 2,063 $210K 0.1% -152 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 3,740 shares; 2025Q1: 3,407 shares; 2025Q2: 3,387 shares; 2025Q3: 2,675 shares; 2025Q4: not reported; 2026Q1: 2,337 shares 2,337 $209K 0.1% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,620 shares 5,620 $208K 0.1% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 3,862 shares; 2025Q1: 4,764 shares; 2025Q2: 4,028 shares; 2025Q3: 3,711 shares; 2025Q4: not reported; 2026Q1: 3,433 shares 3,433 $204K 0.09% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,643 shares; 2025Q2: 4,137 shares; 2025Q3: 3,893 shares; 2025Q4: 4,065 shares; 2026Q1: 4,070 shares 4,070 $201K 0.09% +5 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,437 shares 7,437 $200K 0.09% new 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: 17,911 shares; 2024Q4: 21,305 shares; 2025Q1: 18,502 shares; 2025Q2: 18,357 shares; 2025Q3: 18,372 shares; 2025Q4: 18,385 shares; 2026Q1: 16,697 shares 16,697 $193K 0.09% -1,688 Timeline