VCIT 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: 606,623 shares; 2024Q4: 711,228 shares; 2025Q1: 1,052,546 shares; 2025Q2: 1,043,633 shares; 2025Q3: 1,169,012 shares; 2025Q4: 1,241,883 shares; 2026Q1: 1,360,788 shares 1,360,788 $113M 11.84% +118,905 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: 715,284 shares; 2024Q4: 749,507 shares; 2025Q1: 757,763 shares; 2025Q2: 843,737 shares; 2025Q3: 919,478 shares; 2025Q4: 966,892 shares; 2026Q1: 1,006,724 shares 1,006,724 $91.1M 9.58% +39,832 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: 132,241 shares; 2024Q4: 167,840 shares; 2025Q1: 173,658 shares; 2025Q2: 201,390 shares; 2025Q3: 219,123 shares; 2025Q4: 227,640 shares; 2026Q1: 221,763 shares 221,763 $47.4M 4.98% -5,877 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: 48,846 shares; 2024Q4: 312,508 shares; 2025Q1: 326,713 shares; 2025Q2: 392,677 shares; 2025Q3: 432,899 shares; 2025Q4: 471,603 shares; 2026Q1: 497,080 shares 497,080 $39.1M 4.11% +25,477 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: 33,299 shares; 2024Q4: 35,664 shares; 2025Q1: 36,223 shares; 2025Q2: 275,347 shares; 2025Q3: 304,420 shares; 2025Q4: 330,997 shares; 2026Q1: 369,247 shares 369,247 $35.9M 3.77% +38,250 Timeline MUB 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: 14,702 shares; 2024Q4: 14,865 shares; 2025Q1: 15,162 shares; 2025Q2: 215,990 shares; 2025Q3: 200,615 shares; 2025Q4: 237,517 shares; 2026Q1: 261,266 shares 261,266 $27.7M 2.92% +23,749 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: 72,728 shares; 2024Q4: 57,918 shares; 2025Q1: 58,860 shares; 2025Q2: 57,856 shares; 2025Q3: 60,678 shares; 2025Q4: 61,059 shares; 2026Q1: 59,957 shares 59,957 $25.6M 2.69% -1,102 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747,371 shares; 2024Q4: 851,036 shares; 2025Q1: 899,338 shares; 2025Q2: 941,342 shares; 2025Q3: 1,046,903 shares; 2025Q4: 1,123,229 shares; 2026Q1: 1,214,315 shares 1,214,315 $23.1M 2.43% +91,086 Timeline SUB 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: 130,368 shares; 2024Q4: 174,386 shares; 2025Q1: 177,234 shares; 2025Q2: 187,405 shares; 2025Q3: 189,075 shares; 2025Q4: 188,645 shares; 2026Q1: 195,954 shares 195,954 $20.9M 2.19% +7,309 Timeline JPIE 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: 27,419 shares; 2024Q4: 25,198 shares; 2025Q1: 31,106 shares; 2025Q2: 37,734 shares; 2025Q3: 85,263 shares; 2025Q4: 233,624 shares; 2026Q1: 444,395 shares 444,395 $20.5M 2.15% +210,771 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: 47,244 shares; 2024Q4: 46,500 shares; 2025Q1: 46,192 shares; 2025Q2: 50,263 shares; 2025Q3: 46,513 shares; 2025Q4: 46,722 shares; 2026Q1: 46,857 shares 46,857 $20.5M 2.15% +135 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: 100,720 shares; 2024Q4: 100,056 shares; 2025Q1: 101,977 shares; 2025Q2: 106,746 shares; 2025Q3: 111,597 shares; 2025Q4: 113,890 shares; 2026Q1: 100,847 shares 100,847 $19.3M 2.03% -13,043 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: 189,061 shares; 2024Q4: 580,565 shares; 2025Q1: 597,666 shares; 2025Q2: 656,271 shares; 2025Q3: 698,836 shares; 2025Q4: 701,321 shares; 2026Q1: 627,512 shares 627,512 $19.3M 2.02% -73,809 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 6,577 shares; 2025Q1: 6,577 shares; 2025Q2: 235,016 shares; 2025Q3: 277,163 shares; 2025Q4: 293,971 shares; 2026Q1: 350,771 shares 350,771 $18.6M 1.96% +56,800 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: 94,348 shares; 2024Q4: 94,561 shares; 2025Q1: 95,203 shares; 2025Q2: 105,700 shares; 2025Q3: 99,340 shares; 2025Q4: 99,732 shares; 2026Q1: 93,130 shares 93,130 $18.3M 1.92% -6,602 Timeline IYJ 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: 101,347 shares; 2024Q4: 99,018 shares; 2025Q1: 100,550 shares; 2025Q2: 91,832 shares; 2025Q3: 98,035 shares; 2025Q4: 104,036 shares; 2026Q1: 110,306 shares 110,306 $16.3M 1.71% +6,270 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,142 shares; 2024Q4: 75,271 shares; 2025Q1: 79,078 shares; 2025Q2: 81,085 shares; 2025Q3: 87,209 shares; 2025Q4: 94,292 shares; 2026Q1: 95,789 shares 95,789 $15.7M 1.65% +1,497 Timeline SOXX 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: 47,654 shares; 2024Q4: 47,105 shares; 2025Q1: 45,634 shares; 2025Q2: 47,513 shares; 2025Q3: 50,660 shares; 2025Q4: 50,860 shares; 2026Q1: 46,414 shares 46,414 $15.3M 1.6% -4,446 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: 307,623 shares; 2024Q4: 306,776 shares; 2025Q1: 315,901 shares; 2025Q2: 391,940 shares; 2025Q3: 429,793 shares; 2025Q4: 450,872 shares; 2026Q1: 303,000 shares 303,000 $14.6M 1.54% -147,872 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: not reported; 2024Q4: not reported; 2025Q1: 180,225 shares; 2025Q2: 214,456 shares; 2025Q3: 239,153 shares; 2025Q4: 259,111 shares; 2026Q1: 243,427 shares 243,427 $13.8M 1.45% -15,684 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,676 shares; 2024Q4: 160,046 shares; 2025Q1: 159,477 shares; 2025Q2: 159,155 shares; 2025Q3: 173,121 shares; 2025Q4: 183,006 shares; 2026Q1: 207,037 shares 207,037 $13M 1.36% +24,031 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: 32,583 shares; 2024Q4: 32,697 shares; 2025Q1: 32,882 shares; 2025Q2: 32,567 shares; 2025Q3: 32,711 shares; 2025Q4: 33,488 shares; 2026Q1: 34,064 shares 34,064 $12.6M 1.33% +576 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: 380,521 shares; 2024Q4: 419,265 shares; 2025Q1: 469,305 shares; 2025Q2: 157,278 shares; 2025Q3: 236,979 shares; 2025Q4: 248,704 shares; 2026Q1: 246,692 shares 246,692 $12.3M 1.29% -2,012 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: 3,921 shares; 2026Q1: 104,994 shares 104,994 $11.6M 1.22% +101,073 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: 15,879 shares; 2024Q4: 16,466 shares; 2025Q1: 16,338 shares; 2025Q2: 16,183 shares; 2025Q3: 16,183 shares; 2025Q4: 17,252 shares; 2026Q1: 16,399 shares 16,399 $10.7M 1.12% -853 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: 36,975 shares; 2024Q4: 35,087 shares; 2025Q1: 35,591 shares; 2025Q2: 37,642 shares; 2025Q3: 39,412 shares; 2025Q4: 40,887 shares; 2026Q1: 39,923 shares 39,923 $10.1M 1.07% -964 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,515 shares; 2024Q4: 146,171 shares; 2025Q1: 154,163 shares; 2025Q2: 76,497 shares; 2025Q3: 76,874 shares; 2025Q4: 78,188 shares; 2026Q1: 78,200 shares 78,200 $10M 1.05% +12 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: 25,018 shares; 2024Q4: 24,217 shares; 2025Q1: 23,815 shares; 2025Q2: 15,746 shares; 2025Q3: 14,551 shares; 2025Q4: 15,092 shares; 2026Q1: 14,299 shares 14,299 $9.34M 0.98% -793 Timeline XLP 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: 27,447 shares; 2026Q1: 104,596 shares 104,596 $8.57M 0.9% +77,149 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,967 shares; 2024Q4: 138,058 shares; 2025Q1: 140,919 shares; 2025Q2: 58,243 shares; 2025Q3: 57,798 shares; 2025Q4: 57,557 shares; 2026Q1: 56,398 shares 56,398 $8.22M 0.86% -1,159 Timeline FLRN 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: 663,012 shares; 2024Q4: 774,178 shares; 2025Q1: 250,588 shares; 2025Q2: 220,717 shares; 2025Q3: 235,794 shares; 2025Q4: 245,478 shares; 2026Q1: 255,404 shares 255,404 $7.86M 0.83% +9,926 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,296 shares; 2025Q1: 3,296 shares; 2025Q2: 15,120 shares; 2025Q3: 3,199 shares; 2025Q4: 3,315 shares; 2026Q1: 98,185 shares 98,185 $7.78M 0.82% +94,870 Timeline XJUN 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: 122,669 shares; 2025Q3: 163,589 shares; 2025Q4: 164,080 shares; 2026Q1: 151,441 shares 151,441 $6.51M 0.68% -12,639 Timeline VONG 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: 46,057 shares; 2024Q4: 34,455 shares; 2025Q1: 33,787 shares; 2025Q2: 33,845 shares; 2025Q3: 54,823 shares; 2025Q4: 57,295 shares; 2026Q1: 57,507 shares 57,507 $6.31M 0.66% +212 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: 33,214 shares; 2024Q4: 31,689 shares; 2025Q1: 32,016 shares; 2025Q2: 32,743 shares; 2025Q3: 33,890 shares; 2025Q4: 34,027 shares; 2026Q1: 34,714 shares 34,714 $6.05M 0.64% +687 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,484 shares 74,484 $5.92M 0.62% new 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: 17,612 shares; 2024Q4: 18,968 shares; 2025Q1: 18,782 shares; 2025Q2: 18,391 shares; 2025Q3: 18,439 shares; 2025Q4: 18,452 shares; 2026Q1: 18,405 shares 18,405 $5.29M 0.56% -47 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: 388,238 shares; 2024Q4: 64,695 shares; 2025Q1: 57,541 shares; 2025Q2: 55,881 shares; 2025Q3: 59,690 shares; 2025Q4: 68,858 shares; 2026Q1: 73,567 shares 73,567 $5.13M 0.54% +4,709 Timeline SUSC 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: 60,913 shares; 2024Q4: 61,984 shares; 2025Q1: 121,014 shares; 2025Q2: 119,398 shares; 2025Q3: 162,289 shares; 2025Q4: 171,611 shares; 2026Q1: 218,857 shares 218,857 $5.06M 0.53% +47,246 Timeline JSCP 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: 8,598 shares; 2025Q3: 73,860 shares; 2025Q4: 89,025 shares; 2026Q1: 102,068 shares 102,068 $4.83M 0.51% +13,043 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: 8,532 shares; 2024Q4: 8,340 shares; 2025Q1: 8,201 shares; 2025Q2: 7,687 shares; 2025Q3: 8,079 shares; 2025Q4: 7,960 shares; 2026Q1: 7,771 shares 7,771 $4.64M 0.49% -189 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: 15,502 shares; 2024Q4: 15,158 shares; 2025Q1: 15,802 shares; 2025Q2: 15,918 shares; 2025Q3: 16,117 shares; 2025Q4: 16,288 shares; 2026Q1: 16,092 shares 16,092 $4.63M 0.49% -196 Timeline BBUS 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: 2,722 shares; 2025Q3: 17,631 shares; 2025Q4: 25,820 shares; 2026Q1: 37,204 shares 37,204 $4.36M 0.46% +11,384 Timeline ESGD 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: 27,178 shares; 2024Q4: 27,422 shares; 2025Q1: 29,855 shares; 2025Q2: 30,484 shares; 2025Q3: 35,044 shares; 2025Q4: 38,311 shares; 2026Q1: 42,213 shares 42,213 $4.04M 0.42% +3,902 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: 17,430 shares; 2024Q4: 17,518 shares; 2025Q1: 17,725 shares; 2025Q2: 18,790 shares; 2025Q3: 19,068 shares; 2025Q4: 19,001 shares; 2026Q1: 18,975 shares 18,975 $3.95M 0.42% -26 Timeline JIRE 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: 3,202 shares; 2025Q3: 28,815 shares; 2025Q4: 38,845 shares; 2026Q1: 45,908 shares 45,908 $3.48M 0.37% +7,063 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: 45,870 shares; 2024Q4: 44,793 shares; 2025Q1: 46,769 shares; 2025Q2: 49,387 shares; 2025Q3: 46,555 shares; 2025Q4: 60,314 shares; 2026Q1: 52,846 shares 52,846 $3.39M 0.36% -7,468 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: 20,583 shares; 2024Q4: 20,728 shares; 2025Q1: 20,709 shares; 2025Q2: 13,036 shares; 2025Q3: 13,141 shares; 2025Q4: 13,331 shares; 2026Q1: 13,238 shares 13,238 $3.28M 0.35% -93 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,093 shares; 2024Q4: 47,928 shares; 2025Q1: 58,571 shares; 2025Q2: 62,701 shares; 2025Q3: 68,214 shares; 2025Q4: 68,091 shares; 2026Q1: 71,441 shares 71,441 $3.25M 0.34% +3,350 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: 8,041 shares; 2024Q4: 8,144 shares; 2025Q1: 8,489 shares; 2025Q2: 8,868 shares; 2025Q3: 8,808 shares; 2025Q4: 8,829 shares; 2026Q1: 8,684 shares 8,684 $2.69M 0.28% -145 Timeline AVLV 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: 20,104 shares; 2025Q4: 27,654 shares; 2026Q1: 32,899 shares 32,899 $2.65M 0.28% +5,245 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: 8,666 shares; 2024Q4: 8,375 shares; 2025Q1: 8,271 shares; 2025Q2: 8,547 shares; 2025Q3: 9,082 shares; 2025Q4: 8,951 shares; 2026Q1: 8,893 shares 8,893 $2.62M 0.27% -58 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 9,701 shares; 2025Q1: 9,698 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 9,769 shares; 2026Q1: 9,939 shares 9,939 $2.6M 0.27% +170 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,152 shares; 2025Q1: 4,675 shares; 2025Q2: 4,902 shares; 2025Q3: 5,032 shares; 2025Q4: 5,338 shares; 2026Q1: 5,318 shares 5,318 $2.55M 0.27% -20 Timeline IWO 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: 9,678 shares; 2024Q4: 9,161 shares; 2025Q1: 9,371 shares; 2025Q2: 8,088 shares; 2025Q3: 8,078 shares; 2025Q4: 7,788 shares; 2026Q1: 7,614 shares 7,614 $2.39M 0.25% -174 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,698 shares 50,698 $2.39M 0.25% new 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: not reported; 2024Q4: 8,426 shares; 2025Q1: 8,326 shares; 2025Q2: 21,954 shares; 2025Q3: 41,797 shares; 2025Q4: 45,891 shares; 2026Q1: 22,550 shares 22,550 $2.24M 0.24% -23,341 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,346 shares; 2025Q4: 21,334 shares; 2026Q1: 25,922 shares 25,922 $2.19M 0.23% +4,588 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,165 shares; 2024Q4: 13,516 shares; 2025Q1: 20,203 shares; 2025Q2: 21,056 shares; 2025Q3: 21,872 shares; 2025Q4: 22,005 shares; 2026Q1: 23,868 shares 23,868 $2.17M 0.23% +1,863 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: 43,790 shares; 2024Q4: 42,036 shares; 2025Q1: 42,837 shares; 2025Q2: 39,626 shares; 2025Q3: 37,625 shares; 2025Q4: 37,885 shares; 2026Q1: 37,681 shares 37,681 $2.04M 0.21% -204 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: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,885 shares; 2025Q2: 1,899 shares; 2025Q3: 2,010 shares; 2025Q4: 2,015 shares; 2026Q1: 2,007 shares 2,007 $2M 0.21% -8 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,244 shares; 2025Q1: 6,254 shares; 2025Q2: 6,696 shares; 2025Q3: 6,952 shares; 2025Q4: 6,816 shares; 2026Q1: 6,732 shares 6,732 $1.93M 0.2% -84 Timeline IWN 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: 10,153 shares; 2024Q4: 9,812 shares; 2025Q1: 10,369 shares; 2025Q2: 9,537 shares; 2025Q3: 10,137 shares; 2025Q4: 9,891 shares; 2026Q1: 9,864 shares 9,864 $1.87M 0.2% -27 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: 5,798 shares; 2024Q4: 5,714 shares; 2025Q1: 5,638 shares; 2025Q2: 5,272 shares; 2025Q3: 5,100 shares; 2025Q4: 6,002 shares; 2026Q1: 5,820 shares 5,820 $1.87M 0.2% -182 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,077 shares; 2024Q4: 22,047 shares; 2025Q1: 26,760 shares; 2025Q2: 27,927 shares; 2025Q3: 32,167 shares; 2025Q4: 34,860 shares; 2026Q1: 38,950 shares 38,950 $1.77M 0.19% +4,090 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: 6,644 shares; 2024Q4: 5,981 shares; 2025Q1: 6,343 shares; 2025Q2: 6,292 shares; 2025Q3: 6,042 shares; 2025Q4: 5,897 shares; 2026Q1: 5,855 shares 5,855 $1.77M 0.19% -42 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,811 shares; 2025Q1: 5,059 shares; 2025Q2: 4,871 shares; 2025Q3: 5,016 shares; 2025Q4: 10,530 shares; 2026Q1: 13,269 shares 13,269 $1.76M 0.19% +2,739 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: 1,854 shares; 2024Q4: 1,754 shares; 2025Q1: 2,633 shares; 2025Q2: 3,052 shares; 2025Q3: 3,020 shares; 2025Q4: 2,995 shares; 2026Q1: 3,038 shares 3,038 $1.75M 0.18% +43 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: 52,547 shares; 2024Q4: 49,905 shares; 2025Q1: 35,463 shares; 2025Q2: 36,304 shares; 2025Q3: 33,640 shares; 2025Q4: 31,496 shares; 2026Q1: 37,073 shares 37,073 $1.71M 0.18% +5,577 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: 5,161 shares; 2024Q4: 5,130 shares; 2025Q1: 5,120 shares; 2025Q2: 5,065 shares; 2025Q3: 5,119 shares; 2025Q4: 5,092 shares; 2026Q1: 4,763 shares 4,763 $1.7M 0.18% -329 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,361 shares; 2025Q4: 33,759 shares; 2026Q1: 33,578 shares 33,578 $1.68M 0.18% -181 Timeline VONV 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: 13,303 shares; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 17,719 shares; 2025Q3: 17,284 shares; 2025Q4: 17,841 shares; 2026Q1: 17,811 shares 17,811 $1.67M 0.18% -30 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,994 shares; 2024Q4: 47,255 shares; 2025Q1: 39,509 shares; 2025Q2: 38,004 shares; 2025Q3: 45,219 shares; 2025Q4: 42,857 shares; 2026Q1: 47,735 shares 47,735 $1.61M 0.17% +4,878 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: 4,920 shares; 2024Q4: 6,601 shares; 2025Q1: 20,874 shares; 2025Q2: 22,063 shares; 2025Q3: 27,094 shares; 2025Q4: 29,001 shares; 2026Q1: 30,739 shares 30,739 $1.6M 0.17% +1,738 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,597 shares; 2025Q1: 14,645 shares; 2025Q2: 19,756 shares; 2025Q3: 18,243 shares; 2025Q4: 17,774 shares; 2026Q1: 20,329 shares 20,329 $1.56M 0.16% +2,555 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: 6,188 shares; 2024Q4: 6,148 shares; 2025Q1: 6,495 shares; 2025Q2: 6,569 shares; 2025Q3: 6,275 shares; 2025Q4: 6,132 shares; 2026Q1: 6,069 shares 6,069 $1.48M 0.16% -63 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,467 shares; 2025Q1: 6,988 shares; 2025Q2: 6,296 shares; 2025Q3: 7,956 shares; 2025Q4: 10,564 shares; 2026Q1: 8,035 shares 8,035 $1.48M 0.16% -2,529 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: 19,728 shares; 2024Q4: 31,066 shares; 2025Q1: 32,190 shares; 2025Q2: 32,190 shares; 2025Q3: 32,207 shares; 2025Q4: 32,613 shares; 2026Q1: 32,096 shares 32,096 $1.47M 0.15% -517 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: 1,437 shares; 2024Q4: 1,447 shares; 2025Q1: 2,879 shares; 2025Q2: 2,890 shares; 2025Q3: 2,877 shares; 2025Q4: 2,875 shares; 2026Q1: 2,823 shares 2,823 $1.41M 0.15% -52 Timeline IGM 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: 13,290 shares; 2024Q4: 13,190 shares; 2025Q1: 13,061 shares; 2025Q2: 12,424 shares; 2025Q3: 12,124 shares; 2025Q4: 11,924 shares; 2026Q1: 11,624 shares 11,624 $1.38M 0.14% -300 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: 15,831 shares; 2024Q4: 17,561 shares; 2025Q1: 19,055 shares; 2025Q2: 18,754 shares; 2025Q3: 21,854 shares; 2025Q4: 21,390 shares; 2026Q1: 23,883 shares 23,883 $1.35M 0.14% +2,493 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: 1,534 shares; 2024Q4: 1,656 shares; 2025Q1: 1,678 shares; 2025Q2: 1,816 shares; 2025Q3: 1,783 shares; 2025Q4: 2,370 shares; 2026Q1: 2,340 shares 2,340 $1.34M 0.14% -30 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,994 shares; 2025Q1: 5,859 shares; 2025Q2: 5,181 shares; 2025Q3: 5,300 shares; 2025Q4: 5,276 shares; 2026Q1: 5,175 shares 5,175 $1.33M 0.14% -101 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: 3,990 shares; 2024Q4: 3,993 shares; 2025Q1: 3,904 shares; 2025Q2: 4,232 shares; 2025Q3: 4,255 shares; 2025Q4: 4,288 shares; 2026Q1: 4,217 shares 4,217 $1.27M 0.13% -71 Timeline IWY 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: 7,929 shares; 2024Q4: 6,504 shares; 2025Q1: 6,348 shares; 2025Q2: 5,455 shares; 2025Q3: 5,534 shares; 2025Q4: 5,250 shares; 2026Q1: 5,100 shares 5,100 $1.27M 0.13% -150 Timeline MARM 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: 41,385 shares; 2024Q4: 40,741 shares; 2025Q1: 27,139 shares; 2025Q2: 29,523 shares; 2025Q3: 38,183 shares; 2025Q4: 39,531 shares; 2026Q1: 37,638 shares 37,638 $1.26M 0.13% -1,893 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: 6,551 shares; 2025Q2: 6,393 shares; 2025Q3: 6,210 shares; 2025Q4: 6,025 shares; 2026Q1: 5,698 shares 5,698 $1.22M 0.13% -327 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 29,934 shares; 2025Q1: 36,150 shares; 2025Q2: 33,335 shares; 2025Q3: 34,866 shares; 2025Q4: 39,142 shares; 2026Q1: 47,827 shares 47,827 $1.2M 0.13% +8,685 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: 5,705 shares; 2024Q4: 5,600 shares; 2025Q1: 5,597 shares; 2025Q2: 5,715 shares; 2025Q3: 5,614 shares; 2025Q4: 5,538 shares; 2026Q1: 5,392 shares 5,392 $1.17M 0.12% -146 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,184 shares; 2025Q4: 13,367 shares; 2026Q1: 19,606 shares 19,606 $1.16M 0.12% +6,239 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,311 shares; 2025Q1: 3,311 shares; 2025Q2: 4,542 shares; 2025Q3: 3,442 shares; 2025Q4: 3,855 shares; 2026Q1: 3,812 shares 3,812 $1.15M 0.12% -43 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 12,447 shares; 2025Q1: 14,739 shares; 2025Q2: 18,063 shares; 2025Q3: 19,675 shares; 2025Q4: 20,531 shares; 2026Q1: 25,358 shares 25,358 $1.14M 0.12% +4,827 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 4,278 shares; 2025Q1: 4,219 shares; 2025Q2: 6,103 shares; 2025Q3: 5,025 shares; 2025Q4: 7,016 shares; 2026Q1: 4,988 shares 4,988 $1.08M 0.11% -2,028 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: 985 shares; 2024Q4: 958 shares; 2025Q1: 940 shares; 2025Q2: 941 shares; 2025Q3: 943 shares; 2025Q4: 10,899 shares; 2026Q1: 11,122 shares 11,122 $1.07M 0.11% +223 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,652 shares; 2025Q1: 6,510 shares; 2025Q2: 6,686 shares; 2025Q3: 7,253 shares; 2025Q4: 7,156 shares; 2026Q1: 8,004 shares 8,004 $1.06M 0.11% +848 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: 10,061 shares; 2024Q4: 10,994 shares; 2025Q1: 13,396 shares; 2025Q2: 9,795 shares; 2025Q3: 9,771 shares; 2025Q4: 10,244 shares; 2026Q1: 10,432 shares 10,432 $1.02M 0.11% +188 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: 12,035 shares; 2024Q4: 11,609 shares; 2025Q1: 11,609 shares; 2025Q2: 10,112 shares; 2025Q3: 21,322 shares; 2025Q4: 21,322 shares; 2026Q1: 21,749 shares 21,749 $1.02M 0.11% +427 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: 2,901 shares; 2024Q4: 2,605 shares; 2025Q1: 3,092 shares; 2025Q2: 3,146 shares; 2025Q3: 3,179 shares; 2025Q4: 3,147 shares; 2026Q1: 3,095 shares 3,095 $1.02M 0.11% -52 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: 1,306 shares; 2024Q4: 1,403 shares; 2025Q1: 1,405 shares; 2025Q2: 1,314 shares; 2025Q3: 1,344 shares; 2025Q4: 1,356 shares; 2026Q1: 1,402 shares 1,402 $978K 0.1% +46 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: 4,055 shares; 2024Q4: 14,196 shares; 2025Q1: 18,166 shares; 2025Q2: 26,656 shares; 2025Q3: 30,606 shares; 2025Q4: 35,287 shares; 2026Q1: 33,400 shares 33,400 $973K 0.1% -1,887 Timeline SGOV 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: 33,536 shares; 2024Q4: 18,054 shares; 2025Q1: 11,297 shares; 2025Q2: 11,858 shares; 2025Q3: 9,351 shares; 2025Q4: 9,585 shares; 2026Q1: 8,569 shares 8,569 $863K 0.09% -1,016 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 15,992 shares; 2025Q1: 18,775 shares; 2025Q2: 20,173 shares; 2025Q3: 23,205 shares; 2025Q4: 24,431 shares; 2026Q1: 21,404 shares 21,404 $859K 0.09% -3,027 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: 835 shares; 2024Q4: 891 shares; 2025Q1: 889 shares; 2025Q2: 903 shares; 2025Q3: 893 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $822K 0.09% 0 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: 6,824 shares; 2024Q4: 6,785 shares; 2025Q1: 8,170 shares; 2025Q2: 27,759 shares; 2025Q3: 13,999 shares; 2025Q4: 17,716 shares; 2026Q1: 8,398 shares 8,398 $797K 0.08% -9,318 Timeline IBB 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: 3,305 shares; 2024Q4: 3,422 shares; 2025Q1: 3,930 shares; 2025Q2: 3,977 shares; 2025Q3: 4,885 shares; 2025Q4: 4,705 shares; 2026Q1: 4,591 shares 4,591 $775K 0.08% -114 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,654 shares; 2025Q1: 1,650 shares; 2025Q2: 1,716 shares; 2025Q3: 1,643 shares; 2025Q4: 1,581 shares; 2026Q1: 1,490 shares 1,490 $732K 0.08% -91 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: 10,253 shares; 2024Q4: 6,523 shares; 2025Q1: 6,377 shares; 2025Q2: 6,646 shares; 2025Q3: 6,399 shares; 2025Q4: 6,219 shares; 2026Q1: 6,175 shares 6,175 $698K 0.07% -44 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,472 shares; 2025Q1: 14,987 shares; 2025Q2: 14,987 shares; 2025Q3: 14,011 shares; 2025Q4: 13,971 shares; 2026Q1: 13,971 shares 13,971 $696K 0.07% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,694 shares; 2025Q4: 5,902 shares; 2026Q1: 6,702 shares 6,702 $691K 0.07% +800 Timeline IGV 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: 104,574 shares; 2024Q4: 99,642 shares; 2025Q1: 96,646 shares; 2025Q2: 100,577 shares; 2025Q3: 109,755 shares; 2025Q4: 91,190 shares; 2026Q1: 8,508 shares 8,508 $681K 0.07% -82,682 Timeline VGSH 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: 18,481 shares; 2024Q4: 17,004 shares; 2025Q1: 15,299 shares; 2025Q2: 15,276 shares; 2025Q3: 13,453 shares; 2025Q4: 13,241 shares; 2026Q1: 11,404 shares 11,404 $668K 0.07% -1,837 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: 3,041 shares; 2024Q4: 1,776 shares; 2025Q1: 2,356 shares; 2025Q2: 2,792 shares; 2025Q3: 2,854 shares; 2025Q4: 3,729 shares; 2026Q1: 3,126 shares 3,126 $660K 0.07% -603 Timeline BDYN 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: 28,706 shares; 2025Q4: 25,401 shares; 2026Q1: 27,142 shares 27,142 $660K 0.07% +1,741 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: 6,421 shares; 2024Q4: 6,377 shares; 2025Q1: 6,568 shares; 2025Q2: 8,509 shares; 2025Q3: 8,663 shares; 2025Q4: 8,673 shares; 2026Q1: 8,627 shares 8,627 $656K 0.07% -46 Timeline BDVL 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: 26,889 shares; 2025Q4: 27,057 shares; 2026Q1: 26,216 shares 26,216 $646K 0.07% -841 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: 703 shares; 2024Q4: 692 shares; 2025Q1: 804 shares; 2025Q2: 797 shares; 2025Q3: 937 shares; 2025Q4: 918 shares; 2026Q1: 901 shares 901 $638K 0.07% -17 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,860 shares; 2026Q1: 28,840 shares 28,840 $635K 0.07% +8,980 Timeline VTC 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: 10,616 shares; 2024Q4: 7,881 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares; 2025Q3: 7,781 shares; 2025Q4: 7,781 shares; 2026Q1: 7,781 shares 7,781 $598K 0.06% 0 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: 4,433 shares; 2024Q4: 4,384 shares; 2025Q1: 4,400 shares; 2025Q2: 4,500 shares; 2025Q3: 4,435 shares; 2025Q4: 4,362 shares; 2026Q1: 4,638 shares 4,638 $597K 0.06% +276 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: 12,048 shares; 2024Q4: 11,849 shares; 2025Q1: 11,709 shares; 2025Q2: 11,587 shares; 2025Q3: 13,769 shares; 2025Q4: 13,156 shares; 2026Q1: 10,163 shares 10,163 $591K 0.06% -2,993 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,018 shares; 2025Q1: 2,104 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 2,781 shares; 2026Q1: 1,975 shares 1,975 $590K 0.06% -806 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: 6,700 shares; 2024Q4: 8,233 shares; 2025Q1: 5,182 shares; 2025Q2: 5,005 shares; 2025Q3: 3,519 shares; 2025Q4: 3,365 shares; 2026Q1: 5,268 shares 5,268 $587K 0.06% +1,903 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: 4,199 shares; 2024Q4: 4,204 shares; 2025Q1: 4,263 shares; 2025Q2: 4,913 shares; 2025Q3: 4,840 shares; 2025Q4: 4,770 shares; 2026Q1: 4,546 shares 4,546 $565K 0.06% -224 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: 3,278 shares; 2024Q4: 3,276 shares; 2025Q1: 3,925 shares; 2025Q2: 3,843 shares; 2025Q3: 3,642 shares; 2025Q4: 3,543 shares; 2026Q1: 3,521 shares 3,521 $547K 0.06% -22 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,408 shares; 2025Q2: 3,352 shares; 2025Q3: 4,485 shares; 2025Q4: 4,810 shares; 2026Q1: 5,419 shares 5,419 $546K 0.06% +609 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: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,230 shares; 2025Q2: 3,200 shares; 2025Q3: 3,713 shares; 2025Q4: 3,271 shares; 2026Q1: 3,681 shares 3,681 $545K 0.06% +410 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares; 2026Q1: 5,813 shares 5,813 $542K 0.06% -13 Timeline LQD 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: 2,612 shares; 2024Q4: 2,657 shares; 2025Q1: 3,788 shares; 2025Q2: 3,919 shares; 2025Q3: 4,207 shares; 2025Q4: 3,745 shares; 2026Q1: 4,958 shares 4,958 $540K 0.06% +1,213 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: 2,878 shares; 2024Q4: 2,865 shares; 2025Q1: 2,864 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,825 shares; 2026Q1: 2,770 shares 2,770 $538K 0.06% -55 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: 3,002 shares; 2024Q4: 2,763 shares; 2025Q1: 2,691 shares; 2025Q2: 2,658 shares; 2025Q3: 2,611 shares; 2025Q4: 2,484 shares; 2026Q1: 2,370 shares 2,370 $536K 0.06% -114 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 625 shares; 2025Q1: 613 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 598 shares 598 $535K 0.06% -1 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,543 shares 11,543 $529K 0.06% new Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,024 shares 13,024 $525K 0.06% new 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: 6,875 shares; 2025Q2: 6,259 shares; 2025Q3: 7,364 shares; 2025Q4: 7,169 shares; 2026Q1: 5,877 shares 5,877 $518K 0.05% -1,292 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,616 shares; 2025Q1: 1,518 shares; 2025Q2: 1,618 shares; 2025Q3: 1,630 shares; 2025Q4: 1,536 shares; 2026Q1: 1,472 shares 1,472 $518K 0.05% -64 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: 2,640 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 3,329 shares; 2025Q3: 3,304 shares; 2025Q4: 3,290 shares; 2026Q1: 3,064 shares 3,064 $504K 0.05% -226 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: 7,105 shares; 2024Q4: 6,697 shares; 2025Q1: 6,666 shares; 2025Q2: 6,855 shares; 2025Q3: 6,945 shares; 2025Q4: 6,774 shares; 2026Q1: 6,462 shares 6,462 $501K 0.05% -312 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 6,190 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 6,178 shares; 2025Q4: 6,288 shares; 2026Q1: 6,185 shares 6,185 $489K 0.05% -103 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,340 shares; 2025Q3: 2,319 shares; 2025Q4: 2,319 shares; 2026Q1: 2,265 shares 2,265 $487K 0.05% -54 Timeline GSC 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: 11,623 shares; 2025Q1: 9,938 shares; 2025Q2: 9,295 shares; 2025Q3: 8,901 shares; 2025Q4: 8,901 shares; 2026Q1: 8,823 shares 8,823 $482K 0.05% -78 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: 3,292 shares; 2024Q4: 3,272 shares; 2025Q1: 3,345 shares; 2025Q2: 3,449 shares; 2025Q3: 3,178 shares; 2025Q4: 3,200 shares; 2026Q1: 3,324 shares 3,324 $480K 0.05% +124 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: 9,224 shares; 2024Q4: 8,264 shares; 2025Q1: 7,152 shares; 2025Q2: 9,863 shares; 2025Q3: 8,289 shares; 2025Q4: 7,074 shares; 2026Q1: 6,450 shares 6,450 $480K 0.05% -624 Timeline PHO 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: 4,596 shares; 2024Q4: 3,400 shares; 2025Q1: 3,766 shares; 2025Q2: 3,939 shares; 2025Q3: 5,559 shares; 2025Q4: 5,927 shares; 2026Q1: 7,151 shares 7,151 $478K 0.05% +1,224 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 2,197 shares; 2025Q3: 2,259 shares; 2025Q4: 2,301 shares; 2026Q1: 2,285 shares 2,285 $473K 0.05% -16 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: 557 shares; 2024Q4: 497 shares; 2025Q1: 520 shares; 2025Q2: 542 shares; 2025Q3: 590 shares; 2025Q4: 559 shares; 2026Q1: 541 shares 541 $458K 0.05% -18 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: 1,492 shares; 2024Q4: 1,120 shares; 2025Q1: 882 shares; 2025Q2: 942 shares; 2025Q3: 960 shares; 2025Q4: 1,162 shares; 2026Q1: 1,156 shares 1,156 $430K 0.05% -6 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,656 shares; 2026Q1: 8,984 shares 8,984 $430K 0.05% +328 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: 1,970 shares; 2024Q4: 1,945 shares; 2025Q1: 2,527 shares; 2025Q2: 2,463 shares; 2025Q3: 2,861 shares; 2025Q4: 2,719 shares; 2026Q1: 2,645 shares 2,645 $428K 0.04% -74 Timeline VXF 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: 2,343 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares 2,072 $426K 0.04% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,718 shares; 2026Q1: 3,710 shares 3,710 $417K 0.04% -8 Timeline ICLN 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: 13,713 shares; 2024Q4: 16,396 shares; 2025Q1: 20,285 shares; 2025Q2: 19,074 shares; 2025Q3: 21,276 shares; 2025Q4: 20,608 shares; 2026Q1: 22,511 shares 22,511 $412K 0.04% +1,903 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: 941 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,019 shares; 2026Q1: 997 shares 997 $406K 0.04% -22 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,505 shares; 2025Q2: 1,805 shares; 2025Q3: 1,790 shares; 2025Q4: 1,763 shares; 2026Q1: 2,790 shares 2,790 $405K 0.04% +1,027 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,634 shares 3,634 $403K 0.04% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 2,290 shares; 2026Q1: 2,320 shares 2,320 $399K 0.04% +30 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,674 shares; 2025Q3: 1,569 shares; 2025Q4: 1,754 shares; 2026Q1: 1,674 shares 1,674 $396K 0.04% -80 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: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,775 shares; 2025Q2: 5,655 shares; 2025Q3: 5,827 shares; 2025Q4: 5,827 shares; 2026Q1: 5,813 shares 5,813 $393K 0.04% -14 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 2,958 shares; 2025Q1: 3,058 shares; 2025Q2: 3,353 shares; 2025Q3: 4,076 shares; 2025Q4: 3,776 shares; 2026Q1: 3,393 shares 3,393 $390K 0.04% -383 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,941 shares; 2025Q3: 3,399 shares; 2025Q4: 3,163 shares; 2026Q1: 3,133 shares 3,133 $389K 0.04% -30 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 447 shares 447 $387K 0.04% -2 Timeline QCLN 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: 5,615 shares; 2024Q4: 5,995 shares; 2025Q1: not reported; 2025Q2: 7,718 shares; 2025Q3: 8,098 shares; 2025Q4: 7,796 shares; 2026Q1: 8,260 shares 8,260 $384K 0.04% +464 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: 2,079 shares; 2024Q4: not reported; 2025Q1: 1,717 shares; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 2,329 shares; 2026Q1: 2,221 shares 2,221 $377K 0.04% -108 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: 2,577 shares; 2024Q4: 2,548 shares; 2025Q1: 2,701 shares; 2025Q2: not reported; 2025Q3: 2,534 shares; 2025Q4: 2,612 shares; 2026Q1: 3,125 shares 3,125 $376K 0.04% +513 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: 1,253 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,152 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147 $365K 0.04% 0 Timeline PAVE 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: 12,092 shares; 2024Q4: 7,790 shares; 2025Q1: 7,571 shares; 2025Q2: 5,055 shares; 2025Q3: 4,980 shares; 2025Q4: 7,215 shares; 2026Q1: 7,175 shares 7,175 $365K 0.04% -40 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: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 972 shares; 2026Q1: 843 shares 843 $363K 0.04% -129 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: 3,055 shares; 2024Q4: 2,670 shares; 2025Q1: 3,502 shares; 2025Q2: 4,958 shares; 2025Q3: 3,524 shares; 2025Q4: 3,728 shares; 2026Q1: 3,728 shares 3,728 $362K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 781 shares 781 $362K 0.04% -10 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: not reported; 2026Q1: 15,614 shares 15,614 $358K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 1,915 shares; 2025Q4: 1,850 shares; 2026Q1: 1,848 shares 1,848 $356K 0.04% -2 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: 2,522 shares; 2024Q4: 2,631 shares; 2025Q1: 2,801 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,491 shares; 2026Q1: 2,361 shares 2,361 $347K 0.04% -130 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 361 shares 361 $347K 0.04% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 842 shares; 2025Q4: 864 shares; 2026Q1: 1,191 shares 1,191 $338K 0.04% +327 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: 8,359 shares; 2024Q4: 8,359 shares; 2025Q1: 8,359 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 8,115 shares; 2026Q1: 8,100 shares 8,100 $333K 0.03% -15 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: 6,858 shares; 2024Q4: 8,468 shares; 2025Q1: 8,167 shares; 2025Q2: 6,190 shares; 2025Q3: 8,117 shares; 2025Q4: 7,797 shares; 2026Q1: 6,631 shares 6,631 $327K 0.03% -1,166 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: 11,798 shares; 2024Q4: 11,198 shares; 2025Q1: 11,364 shares; 2025Q2: 12,594 shares; 2025Q3: 12,579 shares; 2025Q4: 12,602 shares; 2026Q1: 11,637 shares 11,637 $327K 0.03% -965 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: 6,023 shares; 2024Q4: 5,980 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,904 shares; 2025Q4: 6,831 shares; 2026Q1: 6,583 shares 6,583 $321K 0.03% -248 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 2,414 shares; 2025Q4: 2,848 shares; 2026Q1: 3,422 shares 3,422 $317K 0.03% +574 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: 3,260 shares; 2024Q4: 3,021 shares; 2025Q1: 3,157 shares; 2025Q2: 3,274 shares; 2025Q3: 3,152 shares; 2025Q4: 3,094 shares; 2026Q1: 3,056 shares 3,056 $314K 0.03% -38 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares; 2026Q1: 2,193 shares 2,193 $310K 0.03% -1,604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 7,845 shares; 2026Q1: 6,928 shares 6,928 $306K 0.03% -917 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: 4,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,814 shares; 2025Q4: 4,966 shares; 2026Q1: 3,849 shares 3,849 $302K 0.03% -1,117 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,009 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $295K 0.03% 0 Timeline IUSG 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: 2,849 shares; 2025Q3: 1,933 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares 1,883 $292K 0.03% 0 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: 3,565 shares; 2024Q4: 3,038 shares; 2025Q1: 3,064 shares; 2025Q2: 2,919 shares; 2025Q3: 3,012 shares; 2025Q4: 2,986 shares; 2026Q1: 2,984 shares 2,984 $288K 0.03% -2 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: 5,791 shares; 2024Q4: 5,839 shares; 2025Q1: 6,217 shares; 2025Q2: 5,977 shares; 2025Q3: 5,890 shares; 2025Q4: 5,654 shares; 2026Q1: 5,678 shares 5,678 $285K 0.03% +24 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: not reported; 2024Q4: not reported; 2025Q1: 14,744 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 14,153 shares; 2026Q1: 12,186 shares 12,186 $283K 0.03% -1,967 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,246 shares 9,246 $282K 0.03% new 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,019 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 969 shares; 2026Q1: 959 shares 959 $280K 0.03% -10 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: 1,890 shares; 2024Q4: 1,915 shares; 2025Q1: 1,502 shares; 2025Q2: 1,380 shares; 2025Q3: 1,233 shares; 2025Q4: 1,214 shares; 2026Q1: 1,018 shares 1,018 $275K 0.03% -196 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: 1,091 shares; 2024Q4: 973 shares; 2025Q1: 1,027 shares; 2025Q2: 1,064 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,131 shares 1,131 $274K 0.03% +77 Timeline XJR 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: 8,243 shares; 2024Q4: 7,880 shares; 2025Q1: 7,708 shares; 2025Q2: 6,331 shares; 2025Q3: 6,376 shares; 2025Q4: 6,376 shares; 2026Q1: 6,259 shares 6,259 $273K 0.03% -117 Timeline MTUM 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: 1,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 912 shares; 2026Q1: 1,120 shares 1,120 $269K 0.03% +208 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,603 shares; 2025Q1: 5,540 shares; 2025Q2: 5,322 shares; 2025Q3: 5,074 shares; 2025Q4: 4,793 shares; 2026Q1: 4,594 shares 4,594 $265K 0.03% -199 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 479 shares; 2025Q3: 477 shares; 2025Q4: 413 shares; 2026Q1: 388 shares 388 $265K 0.03% -25 Timeline BOND 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: 4,094 shares; 2024Q4: 4,094 shares; 2025Q1: 3,578 shares; 2025Q2: 3,664 shares; 2025Q3: 3,534 shares; 2025Q4: 3,378 shares; 2026Q1: 2,843 shares 2,843 $262K 0.03% -535 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,951 shares 1,951 $258K 0.03% new Timeline SCHR 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: 10,215 shares 10,215 $254K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,665 shares; 2025Q1: 1,672 shares; 2025Q2: 1,715 shares; 2025Q3: 1,701 shares; 2025Q4: 1,640 shares; 2026Q1: 1,355 shares 1,355 $253K 0.03% -285 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 738 shares 738 $252K 0.03% -122 Timeline MUNI 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: 8,395 shares; 2024Q4: 7,987 shares; 2025Q1: 7,309 shares; 2025Q2: 5,191 shares; 2025Q3: 4,774 shares; 2025Q4: 4,774 shares; 2026Q1: 4,760 shares 4,760 $248K 0.03% -14 Timeline EWJ 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: not reported; 2025Q3: not reported; 2025Q4: 3,157 shares; 2026Q1: 2,919 shares 2,919 $246K 0.03% -238 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $244K 0.03% new 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: 2,271 shares; 2024Q4: 2,743 shares; 2025Q1: 2,714 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,679 shares; 2026Q1: 2,529 shares 2,529 $244K 0.03% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,987 shares; 2026Q1: 1,837 shares 1,837 $241K 0.03% -150 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: 6,906 shares; 2025Q4: 6,863 shares; 2026Q1: 7,181 shares 7,181 $237K 0.02% +318 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,186 shares; 2026Q1: 6,995 shares 6,995 $236K 0.02% +809 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: 1,811 shares; 2025Q4: not reported; 2026Q1: 2,045 shares 2,045 $235K 0.02% new 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: 4,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 3,342 shares; 2025Q4: 4,751 shares; 2026Q1: 3,301 shares 3,301 $232K 0.02% -1,450 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 2,636 shares; 2026Q1: 2,709 shares 2,709 $231K 0.02% +73 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,415 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $230K 0.02% 0 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: 5,880 shares; 2025Q3: 5,835 shares; 2025Q4: 6,430 shares; 2026Q1: 6,271 shares 6,271 $227K 0.02% -159 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,927 shares; 2025Q3: 1,905 shares; 2025Q4: 1,959 shares; 2026Q1: 1,885 shares 1,885 $223K 0.02% -74 Timeline ESML 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: 4,735 shares 4,735 $223K 0.02% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 3,054 shares 3,054 $222K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 10,376 shares; 2025Q1: 10,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,443 shares 12,443 $221K 0.02% new 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: 4,372 shares; 2026Q1: 3,212 shares 3,212 $219K 0.02% -1,160 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $215K 0.02% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,571 shares; 2024Q4: 16,166 shares; 2025Q1: 16,166 shares; 2025Q2: 16,166 shares; 2025Q3: 16,166 shares; 2025Q4: 16,166 shares; 2026Q1: 16,166 shares 16,166 $213K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,266 shares; 2026Q1: 1,242 shares 1,242 $205K 0.02% -24 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,732 shares 2,732 $205K 0.02% new 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: not reported; 2026Q1: 1,256 shares 1,256 $201K 0.02% new Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 11,500 shares 11,500 $103K 0.01% new Timeline