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: 446,870 shares; 2024Q4: 442,744 shares; 2025Q1: 437,632 shares; 2025Q2: 436,014 shares; 2025Q3: 431,124 shares; 2025Q4: 427,413 shares; 2026Q1: 420,340 shares 420,340 $275M 16.74% -7,073 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: 1,338,431 shares; 2024Q4: 1,342,693 shares; 2025Q1: 1,330,882 shares; 2025Q2: 1,329,740 shares; 2025Q3: 1,336,510 shares; 2025Q4: 1,332,133 shares; 2026Q1: 1,323,360 shares 1,323,360 $254M 15.49% -8,773 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: 709,265 shares; 2024Q4: 714,873 shares; 2025Q1: 710,187 shares; 2025Q2: 701,496 shares; 2025Q3: 704,261 shares; 2025Q4: 709,274 shares; 2026Q1: 704,809 shares 704,809 $175M 10.66% -4,465 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: 464,993 shares; 2024Q4: 464,338 shares; 2025Q1: 457,980 shares; 2025Q2: 458,651 shares; 2025Q3: 455,280 shares; 2025Q4: 456,776 shares; 2026Q1: 458,400 shares 458,400 $62.2M 3.79% +1,624 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: 563,610 shares; 2024Q4: 560,749 shares; 2025Q1: 565,881 shares; 2025Q2: 565,130 shares; 2025Q3: 573,446 shares; 2025Q4: 597,678 shares; 2026Q1: 595,160 shares 595,160 $53.9M 3.29% -2,518 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,372 shares; 2024Q4: 504,142 shares; 2025Q1: 500,675 shares; 2025Q2: 495,928 shares; 2025Q3: 487,157 shares; 2025Q4: 490,106 shares; 2026Q1: 488,440 shares 488,440 $47.4M 2.89% -1,666 Timeline IBHH 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: 250,802 shares; 2024Q4: 428,185 shares; 2025Q1: 836,135 shares; 2025Q2: 1,173,912 shares; 2025Q3: 1,515,968 shares; 2025Q4: 1,712,997 shares; 2026Q1: 1,741,128 shares 1,741,128 $40.9M 2.49% +28,131 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: 347,150 shares; 2024Q4: 540,414 shares; 2025Q1: 857,119 shares; 2025Q2: 1,165,621 shares; 2025Q3: 1,458,696 shares; 2025Q4: 1,574,653 shares; 2026Q1: 1,616,618 shares 1,616,618 $35.8M 2.18% +41,965 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: 232,581 shares; 2024Q4: 233,853 shares; 2025Q1: 231,157 shares; 2025Q2: 231,517 shares; 2025Q3: 228,942 shares; 2025Q4: 229,113 shares; 2026Q1: 230,707 shares 230,707 $34.9M 2.13% +1,594 Timeline IBHI 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: 118,810 shares; 2024Q4: 287,115 shares; 2025Q1: 463,248 shares; 2025Q2: 511,879 shares; 2025Q3: 943,906 shares; 2025Q4: 1,351,581 shares; 2026Q1: 1,467,776 shares 1,467,776 $34.2M 2.08% +116,195 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: 430,026 shares; 2024Q4: 398,218 shares; 2025Q1: 399,918 shares; 2025Q2: 406,696 shares; 2025Q3: 408,861 shares; 2025Q4: 417,437 shares; 2026Q1: 431,796 shares 431,796 $27.7M 1.69% +14,359 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: 131,262 shares; 2024Q4: 139,832 shares; 2025Q1: 140,619 shares; 2025Q2: 146,459 shares; 2025Q3: 160,759 shares; 2025Q4: 173,630 shares; 2026Q1: 175,457 shares 175,457 $26M 1.58% +1,827 Timeline IBHF 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: 212,111 shares; 2024Q4: 429,875 shares; 2025Q1: 755,309 shares; 2025Q2: 854,318 shares; 2025Q3: 1,038,643 shares; 2025Q4: 1,106,196 shares; 2026Q1: 1,123,830 shares 1,123,830 $25.8M 1.57% +17,634 Timeline IBHJ 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: 13,320 shares; 2024Q4: 100,257 shares; 2025Q1: 237,614 shares; 2025Q2: 277,111 shares; 2025Q3: 521,450 shares; 2025Q4: 809,669 shares; 2026Q1: 933,587 shares 933,587 $24.5M 1.49% +123,918 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: 154,078 shares; 2024Q4: 153,804 shares; 2025Q1: 143,551 shares; 2025Q2: 154,292 shares; 2025Q3: 171,736 shares; 2025Q4: 176,815 shares; 2026Q1: 178,762 shares 178,762 $22.2M 1.36% +1,947 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: 46,133 shares; 2024Q4: 45,135 shares; 2025Q1: 45,136 shares; 2025Q2: 45,138 shares; 2025Q3: 44,188 shares; 2025Q4: 43,999 shares; 2026Q1: 43,300 shares 43,300 $20.5M 1.25% -699 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: 62,454 shares; 2024Q4: 61,645 shares; 2025Q1: 64,765 shares; 2025Q2: 64,302 shares; 2025Q3: 63,716 shares; 2025Q4: 63,834 shares; 2026Q1: 62,625 shares 62,625 $15.9M 0.97% -1,209 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: 26,942 shares; 2024Q4: 26,421 shares; 2025Q1: 25,898 shares; 2025Q2: 25,810 shares; 2025Q3: 25,777 shares; 2025Q4: 24,883 shares; 2026Q1: 25,287 shares 25,287 $15.1M 0.92% +404 Timeline VTWO 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: 146,219 shares; 2024Q4: 148,917 shares; 2025Q1: 148,965 shares; 2025Q2: 162,373 shares; 2025Q3: 151,127 shares; 2025Q4: 151,293 shares; 2026Q1: 149,385 shares 149,385 $15M 0.91% -1,908 Timeline ICF 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: 285,913 shares; 2024Q4: 273,271 shares; 2025Q1: 254,275 shares; 2025Q2: 256,086 shares; 2025Q3: 253,930 shares; 2025Q4: 253,776 shares; 2026Q1: 239,252 shares 239,252 $14.8M 0.9% -14,524 Timeline IBMP 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: 273,962 shares; 2024Q4: 297,290 shares; 2025Q1: 372,141 shares; 2025Q2: 424,215 shares; 2025Q3: 471,757 shares; 2025Q4: 537,643 shares; 2026Q1: 566,726 shares 566,726 $14.4M 0.88% +29,083 Timeline IBMQ 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: 216,165 shares; 2024Q4: 235,060 shares; 2025Q1: 320,704 shares; 2025Q2: 375,752 shares; 2025Q3: 438,507 shares; 2025Q4: 518,402 shares; 2026Q1: 559,681 shares 559,681 $14.3M 0.87% +41,279 Timeline IBMO 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: 315,909 shares; 2024Q4: 329,799 shares; 2025Q1: 366,493 shares; 2025Q2: 411,927 shares; 2025Q3: 464,080 shares; 2025Q4: 515,730 shares; 2026Q1: 525,143 shares 525,143 $13.5M 0.82% +9,413 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: 142,479 shares; 2024Q4: 141,307 shares; 2025Q1: 133,175 shares; 2025Q2: 128,432 shares; 2025Q3: 123,137 shares; 2025Q4: 127,392 shares; 2026Q1: 118,008 shares 118,008 $13.3M 0.81% -9,384 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,030 shares; 2024Q4: 113,636 shares; 2025Q1: 113,827 shares; 2025Q2: 112,844 shares; 2025Q3: 110,709 shares; 2025Q4: 110,305 shares; 2026Q1: 106,885 shares 106,885 $12.4M 0.76% -3,420 Timeline IBHK 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: 67,940 shares; 2025Q2: 67,940 shares; 2025Q3: 316,062 shares; 2025Q4: 423,136 shares; 2026Q1: 485,609 shares 485,609 $12.4M 0.75% +62,473 Timeline IBMR 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: 67,329 shares; 2025Q1: 112,413 shares; 2025Q2: 224,821 shares; 2025Q3: 260,666 shares; 2025Q4: 419,412 shares; 2026Q1: 487,494 shares 487,494 $12.4M 0.75% +68,082 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: 44,733 shares; 2024Q4: 44,524 shares; 2025Q1: 44,433 shares; 2025Q2: 44,470 shares; 2025Q3: 44,357 shares; 2025Q4: 44,359 shares; 2026Q1: 42,739 shares 42,739 $12.3M 0.75% -1,620 Timeline AOA 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: 139,246 shares; 2024Q4: 137,655 shares; 2025Q1: 135,926 shares; 2025Q2: 134,824 shares; 2025Q3: 131,605 shares; 2025Q4: 124,824 shares; 2026Q1: 126,421 shares 126,421 $11.2M 0.68% +1,597 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: 50,558 shares; 2024Q4: 50,621 shares; 2025Q1: 47,934 shares; 2025Q2: 44,413 shares; 2025Q3: 44,269 shares; 2025Q4: 44,305 shares; 2026Q1: 41,978 shares 41,978 $8.86M 0.54% -2,327 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: 86,690 shares; 2024Q4: 93,427 shares; 2025Q1: 93,371 shares; 2025Q2: 90,244 shares; 2025Q3: 90,830 shares; 2025Q4: 92,654 shares; 2026Q1: 92,164 shares 92,164 $8.17M 0.5% -490 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: 28,246 shares; 2024Q4: 28,248 shares; 2025Q1: 28,652 shares; 2025Q2: 28,961 shares; 2025Q3: 26,536 shares; 2025Q4: 27,038 shares; 2026Q1: 27,135 shares 27,135 $7.78M 0.47% +97 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: 156,621 shares; 2024Q4: 140,704 shares; 2025Q1: 137,884 shares; 2025Q2: 141,046 shares; 2025Q3: 140,801 shares; 2025Q4: 139,261 shares; 2026Q1: 143,861 shares 143,861 $7.78M 0.47% +4,600 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: 135,774 shares; 2024Q4: 124,170 shares; 2025Q1: 119,268 shares; 2025Q2: 112,692 shares; 2025Q3: 112,066 shares; 2025Q4: 110,646 shares; 2026Q1: 110,648 shares 110,648 $7.72M 0.47% +2 Timeline IBDU 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: 142,530 shares; 2025Q2: 192,654 shares; 2025Q3: 242,055 shares; 2025Q4: 273,864 shares; 2026Q1: 307,572 shares 307,572 $7.15M 0.44% +33,708 Timeline IBMS 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: 18,680 shares; 2025Q2: 60,174 shares; 2025Q3: 110,333 shares; 2025Q4: 205,791 shares; 2026Q1: 269,144 shares 269,144 $6.95M 0.42% +63,353 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: 33,290 shares; 2024Q4: 31,693 shares; 2025Q1: 32,193 shares; 2025Q2: 32,045 shares; 2025Q3: 33,624 shares; 2025Q4: 33,624 shares; 2026Q1: 33,298 shares 33,298 $6.93M 0.42% -326 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: 15,131 shares; 2024Q4: 15,154 shares; 2025Q1: 16,007 shares; 2025Q2: 15,574 shares; 2025Q3: 16,934 shares; 2025Q4: 16,991 shares; 2026Q1: 17,303 shares 17,303 $6.4M 0.39% +312 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: 11,630 shares; 2024Q4: 69,381 shares; 2025Q1: 122,953 shares; 2025Q2: 195,185 shares; 2025Q3: 226,281 shares; 2025Q4: not reported; 2026Q1: 259,209 shares 259,209 $6.28M 0.38% new Timeline IBDV 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: 112,605 shares; 2025Q2: 214,281 shares; 2025Q3: 214,641 shares; 2025Q4: 239,343 shares; 2026Q1: 281,756 shares 281,756 $6.17M 0.38% +42,413 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: 10,201 shares; 2024Q4: 10,201 shares; 2025Q1: 10,446 shares; 2025Q2: 10,946 shares; 2025Q3: 11,571 shares; 2025Q4: 12,571 shares; 2026Q1: 12,551 shares 12,551 $6.01M 0.37% -20 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: 11,705 shares; 2024Q4: 64,367 shares; 2025Q1: 85,416 shares; 2025Q2: 153,710 shares; 2025Q3: 186,751 shares; 2025Q4: 206,658 shares; 2026Q1: 232,558 shares 232,558 $5.89M 0.36% +25,900 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,905 shares; 2024Q4: 52,905 shares; 2025Q1: 52,655 shares; 2025Q2: 52,655 shares; 2025Q3: 52,655 shares; 2025Q4: 52,655 shares; 2026Q1: 52,655 shares 52,655 $5.78M 0.35% 0 Timeline EEM 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: 112,164 shares; 2024Q4: 109,143 shares; 2025Q1: 103,138 shares; 2025Q2: 101,169 shares; 2025Q3: 99,262 shares; 2025Q4: 98,248 shares; 2026Q1: 95,465 shares 95,465 $5.42M 0.33% -2,783 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: 105,765 shares; 2024Q4: 107,233 shares; 2025Q1: 105,168 shares; 2025Q2: 117,593 shares; 2025Q3: 117,593 shares; 2025Q4: 118,770 shares; 2026Q1: 118,669 shares 118,669 $5.42M 0.33% -101 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: not reported; 2024Q4: 28,350 shares; 2025Q1: 46,825 shares; 2025Q2: 143,302 shares; 2025Q3: 191,031 shares; 2025Q4: not reported; 2026Q1: 211,425 shares 211,425 $5.12M 0.31% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 7,650 shares; 2025Q1: 7,258 shares; 2025Q2: 7,274 shares; 2025Q3: 7,287 shares; 2025Q4: 7,299 shares; 2026Q1: 7,250 shares 7,250 $4.72M 0.29% -49 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: 13,337 shares; 2024Q4: 13,340 shares; 2025Q1: 13,922 shares; 2025Q2: 13,690 shares; 2025Q3: 15,552 shares; 2025Q4: 15,932 shares; 2026Q1: 15,849 shares 15,849 $4.56M 0.28% -83 Timeline AOR 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: 77,068 shares; 2024Q4: 77,369 shares; 2025Q1: 74,955 shares; 2025Q2: 74,103 shares; 2025Q3: 74,707 shares; 2025Q4: 72,654 shares; 2026Q1: 70,497 shares 70,497 $4.54M 0.28% -2,157 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: 6,748 shares; 2024Q4: 6,083 shares; 2025Q1: 6,180 shares; 2025Q2: 6,296 shares; 2025Q3: 6,296 shares; 2025Q4: 6,375 shares; 2026Q1: 6,703 shares 6,703 $3.87M 0.24% +328 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: 5,667 shares; 2024Q4: 5,614 shares; 2025Q1: 5,957 shares; 2025Q2: 5,957 shares; 2025Q3: 5,907 shares; 2025Q4: 6,638 shares; 2026Q1: 6,706 shares 6,706 $3.84M 0.23% +68 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,116 shares; 2024Q4: 61,116 shares; 2025Q1: 61,116 shares; 2025Q2: 61,116 shares; 2025Q3: 61,116 shares; 2025Q4: 61,116 shares; 2026Q1: 61,116 shares 61,116 $3.8M 0.23% 0 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: 85,920 shares; 2024Q4: 86,700 shares; 2025Q1: 84,984 shares; 2025Q2: 74,517 shares; 2025Q3: 66,990 shares; 2025Q4: 65,830 shares; 2026Q1: 53,757 shares 53,757 $3.63M 0.22% -12,073 Timeline IBHL 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: 32,167 shares; 2025Q4: 119,920 shares; 2026Q1: 141,351 shares 141,351 $3.57M 0.22% +21,431 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,978 shares; 2024Q4: 58,604 shares; 2025Q1: 52,918 shares; 2025Q2: 52,918 shares; 2025Q3: 52,918 shares; 2025Q4: 52,918 shares; 2026Q1: 52,918 shares 52,918 $3.49M 0.21% 0 Timeline IBMT 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: 15,640 shares; 2025Q4: 98,270 shares; 2026Q1: 126,036 shares 126,036 $3.23M 0.2% +27,766 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: 33,123 shares; 2024Q4: 33,160 shares; 2025Q1: 33,187 shares; 2025Q2: 33,210 shares; 2025Q3: 33,236 shares; 2025Q4: 33,265 shares; 2026Q1: 33,023 shares 33,023 $3.23M 0.2% -242 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,494 shares 3,494 $3.21M 0.2% +24 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 16,457 shares; 2025Q4: 16,357 shares; 2026Q1: 16,357 shares 16,357 $2.98M 0.18% 0 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: 38,387 shares; 2024Q4: 38,403 shares; 2025Q1: 39,890 shares; 2025Q2: 38,897 shares; 2025Q3: 38,743 shares; 2025Q4: 38,886 shares; 2026Q1: 38,759 shares 38,759 $2.95M 0.18% -127 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,748 shares; 2025Q1: 9,391 shares; 2025Q2: 9,391 shares; 2025Q3: 9,391 shares; 2025Q4: 9,391 shares; 2026Q1: 9,113 shares 9,113 $2.94M 0.18% -278 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: 11,121 shares; 2024Q4: 11,621 shares; 2025Q1: 12,969 shares; 2025Q2: 12,737 shares; 2025Q3: 15,574 shares; 2025Q4: 15,569 shares; 2026Q1: 16,535 shares 16,535 $2.88M 0.18% +966 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: 7,648 shares; 2024Q4: 7,650 shares; 2025Q1: 7,695 shares; 2025Q2: 7,698 shares; 2025Q3: 7,692 shares; 2025Q4: 7,906 shares; 2026Q1: 8,764 shares 8,764 $2.88M 0.18% +858 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: 552 shares; 2024Q4: 553 shares; 2025Q1: 1,358 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares; 2025Q4: 2,865 shares; 2026Q1: 3,888 shares 3,888 $2.71M 0.17% +1,023 Timeline EUSA 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: not reported; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 11,287 shares; 2026Q1: 25,016 shares 25,016 $2.55M 0.16% +13,729 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: 23,525 shares; 2024Q4: 23,528 shares; 2025Q1: 31,461 shares; 2025Q2: 29,269 shares; 2025Q3: 28,396 shares; 2025Q4: 27,818 shares; 2026Q1: 26,368 shares 26,368 $2.55M 0.16% -1,450 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: 7,101 shares; 2024Q4: 6,726 shares; 2025Q1: 6,781 shares; 2025Q2: 6,781 shares; 2025Q3: 8,650 shares; 2025Q4: 8,738 shares; 2026Q1: 8,546 shares 8,546 $2.51M 0.15% -192 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,497 shares 115,497 $2.43M 0.15% new Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,907 shares 111,907 $2.43M 0.15% new 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: 20,608 shares; 2024Q4: 18,107 shares; 2025Q1: 18,157 shares; 2025Q2: 18,172 shares; 2025Q3: 14,146 shares; 2025Q4: 14,406 shares; 2026Q1: 14,124 shares 14,124 $2.4M 0.15% -282 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,089 shares 91,089 $2.33M 0.14% new 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: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,186 shares 3,186 $2.26M 0.14% +27 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,724 shares; 2025Q3: 81,785 shares; 2025Q4: 81,867 shares; 2026Q1: 105,125 shares 105,125 $2.2M 0.13% +23,258 Timeline QUS 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: 12,219 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,367 shares; 2025Q3: 12,367 shares; 2025Q4: 12,449 shares; 2026Q1: 12,145 shares 12,145 $2.08M 0.13% -304 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: 1,631 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,031 shares; 2025Q4: 2,041 shares; 2026Q1: 2,078 shares 2,078 $2.07M 0.13% +37 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,124 shares; 2024Q4: 81,375 shares; 2025Q1: 80,995 shares; 2025Q2: 79,388 shares; 2025Q3: 70,093 shares; 2025Q4: 70,093 shares; 2026Q1: 70,093 shares 70,093 $1.8M 0.11% 0 Timeline DSPY TEMA ETF TRUST More: the full row for TEMA 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: not reported; 2026Q1: 29,999 shares 29,999 $1.71M 0.1% 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: 7,268 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 10,469 shares; 2025Q4: 10,969 shares; 2026Q1: 11,545 shares 11,545 $1.7M 0.1% +576 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 5,354 shares; 2025Q4: 5,471 shares; 2026Q1: 5,470 shares 5,470 $1.69M 0.1% -1 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: 16,193 shares; 2024Q4: 16,168 shares; 2025Q1: 16,551 shares; 2025Q2: 16,076 shares; 2025Q3: 11,543 shares; 2025Q4: 12,054 shares; 2026Q1: 12,158 shares 12,158 $1.68M 0.1% +104 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: 5,855 shares; 2024Q4: 6,766 shares; 2025Q1: 7,630 shares; 2025Q2: 7,171 shares; 2025Q3: 6,796 shares; 2025Q4: 6,938 shares; 2026Q1: 6,864 shares 6,864 $1.68M 0.1% -74 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 19,410 shares 19,410 $1.67M 0.1% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,875 shares; 2024Q4: 68,630 shares; 2025Q1: 62,929 shares; 2025Q2: 62,929 shares; 2025Q3: 58,923 shares; 2025Q4: 58,923 shares; 2026Q1: 58,923 shares 58,923 $1.64M 0.1% 0 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: 26,764 shares; 2024Q4: 29,309 shares; 2025Q1: 32,769 shares; 2025Q2: 21,036 shares; 2025Q3: 21,138 shares; 2025Q4: 21,145 shares; 2026Q1: 21,177 shares 21,177 $1.62M 0.1% +32 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,054 shares 71,054 $1.59M 0.1% new 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: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 3,141 shares 3,141 $1.57M 0.1% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,495 shares; 2025Q3: 43,495 shares; 2025Q4: 49,145 shares; 2026Q1: 59,808 shares 59,808 $1.51M 0.09% +10,663 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: 14,474 shares; 2024Q4: 14,483 shares; 2025Q1: 14,489 shares; 2025Q2: 14,495 shares; 2025Q3: 14,502 shares; 2025Q4: 14,511 shares; 2026Q1: 14,515 shares 14,515 $1.46M 0.09% +4 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: 4,047 shares; 2024Q4: 3,699 shares; 2025Q1: 3,811 shares; 2025Q2: 3,813 shares; 2025Q3: 7,240 shares; 2025Q4: 7,241 shares; 2026Q1: 7,311 shares 7,311 $1.41M 0.09% +70 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: 5,691 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares; 2025Q2: 5,691 shares; 2025Q3: 8,441 shares; 2025Q4: 6,911 shares; 2026Q1: 6,911 shares 6,911 $1.41M 0.09% 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: 5,306 shares; 2024Q4: 5,316 shares; 2025Q1: 5,325 shares; 2025Q2: 5,334 shares; 2025Q3: 6,178 shares; 2025Q4: 5,718 shares; 2026Q1: 5,688 shares 5,688 $1.38M 0.08% -30 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: 5,642 shares; 2024Q4: 5,842 shares; 2025Q1: 5,983 shares; 2025Q2: 5,983 shares; 2025Q3: 5,968 shares; 2025Q4: 5,981 shares; 2026Q1: 6,511 shares 6,511 $1.35M 0.08% +530 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: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,694 shares; 2025Q2: 4,695 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares; 2026Q1: 4,721 shares 4,721 $1.34M 0.08% -99 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,726 shares 49,726 $1.29M 0.08% new 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: 2,895 shares; 2024Q4: 2,896 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 5,845 shares; 2025Q4: 5,906 shares; 2026Q1: 5,907 shares 5,907 $1.28M 0.08% +1 Timeline DFUV 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: 26,425 shares; 2024Q4: 26,473 shares; 2025Q1: 26,518 shares; 2025Q2: 25,330 shares; 2025Q3: 26,290 shares; 2025Q4: 26,330 shares; 2026Q1: 26,371 shares 26,371 $1.28M 0.08% +41 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: 12,771 shares; 2024Q4: 12,771 shares; 2025Q1: 12,772 shares; 2025Q2: 12,772 shares; 2025Q3: 12,722 shares; 2025Q4: 12,721 shares; 2026Q1: 12,722 shares 12,722 $1.23M 0.07% +1 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: 8,483 shares; 2024Q4: 9,233 shares; 2025Q1: 9,233 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares; 2025Q4: 9,464 shares; 2026Q1: 9,385 shares 9,385 $1.17M 0.07% -79 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 3,245 shares; 2025Q2: 3,245 shares; 2025Q3: 3,692 shares; 2025Q4: 3,747 shares; 2026Q1: 3,805 shares 3,805 $1.15M 0.07% +58 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 9,872 shares 9,872 $1.13M 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares; 2026Q1: 9,979 shares 9,979 $1.13M 0.07% 0 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: 8,776 shares; 2024Q4: 6,790 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares; 2026Q1: 3,246 shares 3,246 $1.1M 0.07% 0 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: 8,886 shares; 2024Q4: 8,786 shares; 2025Q1: 8,786 shares; 2025Q2: 8,786 shares; 2025Q3: 9,060 shares; 2025Q4: 8,940 shares; 2026Q1: 8,999 shares 8,999 $1.08M 0.07% +59 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: 9,655 shares; 2024Q4: 9,657 shares; 2025Q1: 9,659 shares; 2025Q2: 9,661 shares; 2025Q3: 9,493 shares; 2025Q4: 9,265 shares; 2026Q1: 9,381 shares 9,381 $1.08M 0.07% +116 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: 8,950 shares; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,950 shares; 2026Q1: 8,950 shares 8,950 $1.06M 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $1.05M 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,168 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167 $1.02M 0.06% 0 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: 4,354 shares; 2024Q4: 4,854 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares 4,715 $938K 0.06% 0 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: 11,656 shares; 2024Q4: 12,162 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,136 shares; 2025Q4: 11,939 shares; 2026Q1: 11,943 shares 11,943 $927K 0.06% +4 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: 6,797 shares; 2024Q4: 6,797 shares; 2025Q1: 6,797 shares; 2025Q2: 7,131 shares; 2025Q3: 11,626 shares; 2025Q4: 11,727 shares; 2026Q1: 11,626 shares 11,626 $926K 0.06% -101 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: 2,926 shares; 2024Q4: 2,892 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,895 shares; 2025Q4: 2,865 shares; 2026Q1: 2,866 shares 2,866 $919K 0.06% +1 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,298 shares; 2024Q4: 44,298 shares; 2025Q1: 43,865 shares; 2025Q2: 43,865 shares; 2025Q3: 43,865 shares; 2025Q4: 23,048 shares; 2026Q1: 23,048 shares 23,048 $901K 0.05% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: 24,985 shares; 2025Q2: 24,985 shares; 2025Q3: 24,985 shares; 2025Q4: 39,418 shares; 2026Q1: 39,418 shares 39,418 $898K 0.05% 0 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: 2,028 shares; 2024Q4: 2,051 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares 2,038 $869K 0.05% 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: 5,807 shares; 2024Q4: 6,065 shares; 2025Q1: 6,590 shares; 2025Q2: 6,593 shares; 2025Q3: 6,559 shares; 2025Q4: 6,471 shares; 2026Q1: 6,549 shares 6,549 $864K 0.05% +78 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: 21,588 shares; 2024Q4: 21,383 shares; 2025Q1: 17,393 shares; 2025Q2: 17,446 shares; 2025Q3: 22,782 shares; 2025Q4: 20,557 shares; 2026Q1: 17,647 shares 17,647 $860K 0.05% -2,910 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: 8,122 shares; 2024Q4: 8,122 shares; 2025Q1: 8,122 shares; 2025Q2: 8,122 shares; 2025Q3: 11,622 shares; 2025Q4: 5,687 shares; 2026Q1: 5,687 shares 5,687 $834K 0.05% 0 Timeline FDEC 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: 16,748 shares; 2025Q4: 16,748 shares; 2026Q1: 16,748 shares 16,748 $833K 0.05% 0 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: 3,678 shares; 2024Q4: 3,670 shares; 2025Q1: 3,621 shares; 2025Q2: 3,888 shares; 2025Q3: 3,651 shares; 2025Q4: 3,661 shares; 2026Q1: 3,849 shares 3,849 $828K 0.05% +188 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: 1,989 shares; 2024Q4: 1,827 shares; 2025Q1: 1,789 shares; 2025Q2: 1,778 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,226 shares 2,226 $828K 0.05% +207 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,370 shares; 2024Q4: 13,525 shares; 2025Q1: 13,995 shares; 2025Q2: 21,530 shares; 2025Q3: 21,610 shares; 2025Q4: 22,631 shares; 2026Q1: 20,786 shares 20,786 $799K 0.05% -1,845 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,867 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 19,697 shares; 2025Q3: 16,321 shares; 2025Q4: 16,321 shares; 2026Q1: 16,321 shares 16,321 $799K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 894 shares 894 $757K 0.05% +19 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 7,190 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares; 2026Q1: 7,190 shares 7,190 $746K 0.05% 0 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: not reported; 2024Q4: 10,524 shares; 2025Q1: 10,551 shares; 2025Q2: 16,480 shares; 2025Q3: 16,569 shares; 2025Q4: 24,293 shares; 2026Q1: 33,298 shares 33,298 $742K 0.05% +9,005 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: 13,281 shares; 2024Q4: 13,367 shares; 2025Q1: 13,412 shares; 2025Q2: 13,475 shares; 2025Q3: 13,535 shares; 2025Q4: 13,607 shares; 2026Q1: 13,050 shares 13,050 $738K 0.05% -557 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 18,517 shares; 2025Q1: 18,702 shares; 2025Q2: 18,914 shares; 2025Q3: 27,703 shares; 2025Q4: 27,890 shares; 2026Q1: 28,075 shares 28,075 $733K 0.04% +185 Timeline FNDA 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: 13,326 shares; 2024Q4: 26,652 shares; 2025Q1: 21,854 shares; 2025Q2: 21,854 shares; 2025Q3: 21,854 shares; 2025Q4: 21,854 shares; 2026Q1: 21,854 shares 21,854 $709K 0.04% 0 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: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares 3,302 $687K 0.04% 0 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: 8,530 shares; 2024Q4: 8,538 shares; 2025Q1: 8,538 shares; 2025Q2: 11,705 shares; 2025Q3: 13,580 shares; 2025Q4: 13,589 shares; 2026Q1: 14,429 shares 14,429 $677K 0.04% +840 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851 shares; 2025Q4: 1,911 shares; 2026Q1: 1,884 shares 1,884 $674K 0.04% -27 Timeline PRAY FIS TR More: the full row for FIS 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: 20,780 shares 20,780 $669K 0.04% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,160 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares; 2026Q1: 4,328 shares 4,328 $653K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 7,745 shares; 2025Q1: 7,745 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 12,655 shares; 2026Q1: 10,850 shares 10,850 $640K 0.04% -1,805 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $612K 0.04% 0 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: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,960 shares; 2025Q2: 3,892 shares; 2025Q3: 3,851 shares; 2025Q4: 3,828 shares; 2026Q1: 3,922 shares 3,922 $609K 0.04% +94 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares; 2026Q1: 4,548 shares 4,548 $604K 0.04% 0 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: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,969 shares; 2026Q1: 1,892 shares 1,892 $602K 0.04% -77 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: 647 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 869 shares; 2025Q3: 1,119 shares; 2025Q4: 1,139 shares; 2026Q1: 2,222 shares 2,222 $601K 0.04% +1,083 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: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,296 shares; 2026Q1: 1,297 shares 1,297 $601K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 17,510 shares; 2026Q1: 26,400 shares 26,400 $592K 0.04% +8,890 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: not reported; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 3,292 shares; 2026Q1: 4,042 shares 4,042 $591K 0.04% +750 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 2,474 shares 2,474 $588K 0.04% +991 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 26,678 shares; 2025Q1: 26,496 shares; 2025Q2: 26,496 shares; 2025Q3: 22,484 shares; 2025Q4: 22,484 shares; 2026Q1: 23,346 shares 23,346 $578K 0.04% +862 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,310 shares; 2025Q3: 15,310 shares; 2025Q4: 21,370 shares; 2026Q1: 21,370 shares 21,370 $552K 0.03% 0 Timeline IBTG 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: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 15,190 shares; 2026Q1: 23,920 shares 23,920 $548K 0.03% +8,730 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: 18,813 shares; 2024Q4: 18,927 shares; 2025Q1: 17,347 shares; 2025Q2: 17,360 shares; 2025Q3: 15,775 shares; 2025Q4: 13,397 shares; 2026Q1: 12,866 shares 12,866 $548K 0.03% -531 Timeline DFAT 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: 8,494 shares; 2024Q4: 8,513 shares; 2025Q1: 8,528 shares; 2025Q2: 8,550 shares; 2025Q3: 8,573 shares; 2025Q4: 8,593 shares; 2026Q1: 8,610 shares 8,610 $538K 0.03% +17 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: 2,612 shares; 2024Q4: 2,613 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 5,203 shares; 2025Q4: 5,204 shares; 2026Q1: 5,152 shares 5,152 $529K 0.03% -52 Timeline BSV 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: 8,255 shares; 2024Q4: 7,671 shares; 2025Q1: 7,397 shares; 2025Q2: 7,415 shares; 2025Q3: 7,043 shares; 2025Q4: 6,875 shares; 2026Q1: 6,552 shares 6,552 $514K 0.03% -323 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $510K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,298 shares; 2025Q1: 5,299 shares; 2025Q2: 5,299 shares; 2025Q3: 5,218 shares; 2025Q4: 5,432 shares; 2026Q1: 5,269 shares 5,269 $489K 0.03% -163 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,973 shares; 2024Q4: 19,951 shares; 2025Q1: 19,766 shares; 2025Q2: 19,766 shares; 2025Q3: 16,070 shares; 2025Q4: 16,070 shares; 2026Q1: 16,070 shares 16,070 $467K 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: 2,384 shares; 2024Q4: 2,385 shares; 2025Q1: 2,488 shares; 2025Q2: 2,489 shares; 2025Q3: 2,473 shares; 2025Q4: 2,474 shares; 2026Q1: 2,539 shares 2,539 $463K 0.03% +65 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares; 2026Q1: 2,807 shares 2,807 $462K 0.03% +43 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: 8,004 shares; 2024Q4: 7,885 shares; 2025Q1: 7,880 shares; 2025Q2: 6,980 shares; 2025Q3: 7,358 shares; 2025Q4: 7,358 shares; 2026Q1: 7,455 shares 7,455 $452K 0.03% +97 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: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 7,112 shares; 2026Q1: 7,112 shares 7,112 $434K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 1,250 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $423K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,472 shares 4,472 $420K 0.03% +84 Timeline QVAL 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $417K 0.03% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $417K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $416K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 2,996 shares; 2025Q3: 2,247 shares; 2025Q4: 2,269 shares; 2026Q1: 2,247 shares 2,247 $415K 0.03% -22 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $408K 0.02% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,250 shares; 2024Q4: 18,250 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares; 2025Q3: 18,250 shares; 2025Q4: 18,250 shares; 2026Q1: 18,250 shares 18,250 $404K 0.02% 0 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: 7,898 shares; 2024Q4: 7,925 shares; 2025Q1: 7,950 shares; 2025Q2: 7,984 shares; 2025Q3: 8,011 shares; 2025Q4: 8,011 shares; 2026Q1: 7,720 shares 7,720 $402K 0.02% -291 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares 4,267 $393K 0.02% 0 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $392K 0.02% 0 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: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,205 shares; 2026Q1: 5,205 shares 5,205 $391K 0.02% 0 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: 13,858 shares; 2024Q4: 14,758 shares; 2025Q1: 15,041 shares; 2025Q2: 15,041 shares; 2025Q3: 14,205 shares; 2025Q4: 13,922 shares; 2026Q1: 13,922 shares 13,922 $391K 0.02% 0 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: 2,648 shares; 2024Q4: 2,651 shares; 2025Q1: 2,653 shares; 2025Q2: 2,655 shares; 2025Q3: 2,657 shares; 2025Q4: 2,659 shares; 2026Q1: 2,661 shares 2,661 $388K 0.02% +2 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: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $388K 0.02% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares 14,600 $380K 0.02% 0 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: 10,248 shares; 2024Q4: not reported; 2025Q1: 9,604 shares; 2025Q2: 9,604 shares; 2025Q3: 8,604 shares; 2025Q4: 8,571 shares; 2026Q1: 8,571 shares 8,571 $378K 0.02% 0 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 2,061 shares; 2025Q4: 1,654 shares; 2026Q1: 1,654 shares 1,654 $374K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 8,415 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,098 shares; 2025Q4: 8,098 shares; 2026Q1: 8,098 shares 8,098 $372K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $372K 0.02% 0 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $372K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,309 shares 2,309 $370K 0.02% +200 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,404 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 6,404 shares; 2025Q4: 6,404 shares; 2026Q1: 4,900 shares 4,900 $365K 0.02% -1,504 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares 2,254 $365K 0.02% 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: 1,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $359K 0.02% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $359K 0.02% 0 Timeline IWR 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: 3,608 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,658 shares; 2025Q3: 3,658 shares; 2025Q4: 3,649 shares; 2026Q1: 3,649 shares 3,649 $355K 0.02% 0 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: 1,789 shares; 2024Q4: 1,794 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 1,084 shares; 2025Q4: 1,085 shares; 2026Q1: 1,134 shares 1,134 $352K 0.02% +49 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,624 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares 6,636 $351K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $351K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares 1,638 $346K 0.02% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $343K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares 3,878 $342K 0.02% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,735 shares; 2025Q1: 8,735 shares; 2025Q2: 8,735 shares; 2025Q3: 8,735 shares; 2025Q4: 8,735 shares; 2026Q1: 8,735 shares 8,735 $334K 0.02% 0 Timeline FNDC 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: 7,061 shares; 2024Q4: 7,061 shares; 2025Q1: 7,061 shares; 2025Q2: 7,061 shares; 2025Q3: 7,061 shares; 2025Q4: 7,061 shares; 2026Q1: 7,061 shares 7,061 $327K 0.02% 0 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: 1,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,409 shares; 2026Q1: 1,338 shares 1,338 $327K 0.02% -71 Timeline KRE 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $326K 0.02% 0 Timeline IBTJ 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: 14,726 shares 14,726 $322K 0.02% new Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 14,326 shares 14,326 $320K 0.02% +3,876 Timeline SLYG 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: 3,280 shares; 2024Q4: 3,288 shares; 2025Q1: 3,293 shares; 2025Q2: 3,299 shares; 2025Q3: 3,304 shares; 2025Q4: 3,306 shares; 2026Q1: 3,310 shares 3,310 $320K 0.02% +4 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: 11,563 shares; 2024Q4: 11,782 shares; 2025Q1: 10,921 shares; 2025Q2: 10,924 shares; 2025Q3: 10,915 shares; 2025Q4: 11,226 shares; 2026Q1: 10,738 shares 10,738 $311K 0.02% -488 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: 1,554 shares; 2024Q4: 2,154 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares; 2025Q4: 2,250 shares; 2026Q1: 2,132 shares 2,132 $308K 0.02% -118 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,007 shares; 2025Q1: 7,896 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares; 2025Q4: 7,961 shares; 2026Q1: 7,961 shares 7,961 $301K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,228 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares 3,587 $300K 0.02% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,676 shares; 2026Q1: 6,138 shares 6,138 $297K 0.02% +462 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,265 shares; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,605 shares; 2025Q4: 5,609 shares; 2026Q1: 5,614 shares 5,614 $292K 0.02% +5 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: 2,200 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $287K 0.02% 0 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: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares 2,634 $287K 0.02% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 3,995 shares; 2026Q1: 4,008 shares 4,008 $284K 0.02% +13 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,930 shares; 2025Q2: 11,930 shares; 2025Q3: 11,930 shares; 2025Q4: 11,930 shares; 2026Q1: 11,930 shares 11,930 $283K 0.02% 0 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: 5,190 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 5,300 shares; 2025Q4: 5,877 shares; 2026Q1: 5,640 shares 5,640 $283K 0.02% -237 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: not reported; 2024Q4: not reported; 2025Q1: 13,346 shares; 2025Q2: 13,418 shares; 2025Q3: 13,494 shares; 2025Q4: 13,776 shares; 2026Q1: 13,845 shares 13,845 $267K 0.02% +69 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 7,950 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $250K 0.02% 0 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: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,286 shares 1,286 $250K 0.02% +45 Timeline PFF 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: 23,481 shares; 2024Q4: 22,916 shares; 2025Q1: 22,916 shares; 2025Q2: 16,087 shares; 2025Q3: 12,142 shares; 2025Q4: 11,006 shares; 2026Q1: 7,816 shares 7,816 $237K 0.01% -3,190 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $237K 0.01% 0 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: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares 1,464 $234K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 531 shares 531 $232K 0.01% -10 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: not reported; 2025Q2: not reported; 2025Q3: 1,891 shares; 2025Q4: 1,840 shares; 2026Q1: 1,858 shares 1,858 $232K 0.01% +18 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $227K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares 2,297 $224K 0.01% 0 Timeline TMFC 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: 3,364 shares; 2025Q1: not reported; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,364 shares; 2026Q1: 3,364 shares 3,364 $222K 0.01% 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: not reported; 2024Q4: 697 shares; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 697 shares 697 $222K 0.01% 0 Timeline CFO 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: 2,872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares 2,872 $213K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares 1,793 $207K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,620 shares 1,620 $205K 0.01% +28 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 500 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $204K 0.01% 0 Timeline SCHC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,339 shares 4,339 $203K 0.01% 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: 3,240 shares; 2024Q4: 3,241 shares; 2025Q1: 3,242 shares; 2025Q2: 3,243 shares; 2025Q3: 4,235 shares; 2025Q4: 2,695 shares; 2026Q1: 1,541 shares 1,541 $202K 0.01% -1,154 Timeline IBTK 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: 10,090 shares 10,090 $199K 0.01% new Timeline TXXS LISTED FDS TR More: the full row for LISTED FDS 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: 36,834 shares 36,834 $157K 0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 19,000 shares 19,000 $146K 0.01% 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: 12,986 shares; 2024Q4: 13,049 shares; 2025Q1: 13,701 shares; 2025Q2: 13,273 shares; 2025Q3: 11,798 shares; 2025Q4: 11,856 shares; 2026Q1: 11,911 shares 11,911 $137K 0.01% +55 Timeline