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: 913,099 shares; 2024Q4: 984,394 shares; 2025Q1: 1,037,692 shares; 2025Q2: 1,185,987 shares; 2025Q3: 1,142,723 shares; 2025Q4: 1,208,721 shares; 2026Q1: 1,221,359 shares 1,221,359 $174M 27.83% +12,638 Timeline SLQD 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: 890,854 shares; 2024Q4: 1,074,587 shares; 2025Q1: 1,104,378 shares; 2025Q2: 1,120,845 shares; 2025Q3: 1,153,274 shares; 2025Q4: 1,308,304 shares; 2026Q1: 1,367,626 shares 1,367,626 $69.1M 11.05% +59,322 Timeline FLOT 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: 340,632 shares; 2024Q4: 336,631 shares; 2025Q1: 350,600 shares; 2025Q2: 363,351 shares; 2025Q3: 506,209 shares; 2025Q4: 655,333 shares; 2026Q1: 651,459 shares 651,459 $33.2M 5.31% -3,874 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,823 shares; 2024Q4: 318,797 shares; 2025Q1: 331,559 shares; 2025Q2: 352,362 shares; 2025Q3: 336,292 shares; 2025Q4: 368,844 shares; 2026Q1: 383,316 shares 383,316 $32.5M 5.21% +14,472 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: 101,893 shares; 2024Q4: 96,064 shares; 2025Q1: 103,822 shares; 2025Q2: 111,716 shares; 2025Q3: 109,862 shares; 2025Q4: 116,909 shares; 2026Q1: 122,099 shares 122,099 $30.3M 4.84% +5,190 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: 50,676 shares; 2024Q4: 116,579 shares; 2025Q1: 115,585 shares; 2025Q2: 90,253 shares; 2025Q3: 83,743 shares; 2025Q4: 86,323 shares; 2026Q1: 83,115 shares 83,115 $26.7M 4.27% -3,208 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100,442 shares; 2024Q4: 1,237,404 shares; 2025Q1: 1,282,507 shares; 2025Q2: 1,489,846 shares; 2025Q3: 1,498,738 shares; 2025Q4: 1,710,583 shares; 2026Q1: 1,779,584 shares 1,779,584 $19.6M 3.14% +69,001 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: 154,492 shares; 2024Q4: 147,690 shares; 2025Q1: 160,971 shares; 2025Q2: 164,069 shares; 2025Q3: 160,079 shares; 2025Q4: 181,266 shares; 2026Q1: 194,469 shares 194,469 $18.9M 3.02% +13,203 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: 67,252 shares; 2024Q4: 66,488 shares; 2025Q1: 65,257 shares; 2025Q2: 63,074 shares; 2025Q3: 59,816 shares; 2025Q4: 59,513 shares; 2026Q1: 59,885 shares 59,885 $15.2M 2.43% +372 Timeline IVOG 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: 95,597 shares; 2024Q4: 97,346 shares; 2025Q1: 101,949 shares; 2025Q2: 113,975 shares; 2025Q3: 112,236 shares; 2025Q4: 117,236 shares; 2026Q1: 121,489 shares 121,489 $15.2M 2.43% +4,253 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: 29,420 shares; 2024Q4: 27,106 shares; 2025Q1: 27,868 shares; 2025Q2: 26,049 shares; 2025Q3: 25,509 shares; 2025Q4: 25,460 shares; 2026Q1: 26,231 shares 26,231 $15.1M 2.42% +771 Timeline VTWG 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: 61,719 shares; 2024Q4: 57,612 shares; 2025Q1: 59,944 shares; 2025Q2: 71,948 shares; 2025Q3: 37,211 shares; 2025Q4: 33,189 shares; 2026Q1: 33,733 shares 33,733 $7.73M 1.24% +544 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: 28,325 shares; 2024Q4: 27,628 shares; 2025Q1: 27,689 shares; 2025Q2: 27,375 shares; 2025Q3: 25,074 shares; 2025Q4: 27,274 shares; 2026Q1: 25,463 shares 25,463 $7.49M 1.2% -1,811 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: 7,004 shares; 2024Q4: 7,131 shares; 2025Q1: 7,074 shares; 2025Q2: 7,822 shares; 2025Q3: 7,361 shares; 2025Q4: 7,398 shares; 2026Q1: 6,681 shares 6,681 $6.15M 0.98% -717 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: 8,972 shares; 2024Q4: 8,891 shares; 2025Q1: 8,134 shares; 2025Q2: 9,010 shares; 2025Q3: 8,467 shares; 2025Q4: 9,100 shares; 2026Q1: 9,256 shares 9,256 $6.02M 0.96% +156 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: 56,180 shares; 2024Q4: 49,927 shares; 2025Q1: 53,422 shares; 2025Q2: 64,452 shares; 2025Q3: 58,716 shares; 2025Q4: 57,218 shares; 2026Q1: 57,868 shares 57,868 $5.8M 0.93% +650 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: 32,593 shares; 2024Q4: 32,496 shares; 2025Q1: 32,798 shares; 2025Q2: 33,169 shares; 2025Q3: 33,139 shares; 2025Q4: 32,423 shares; 2026Q1: 32,342 shares 32,342 $5.64M 0.9% -81 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: 41,784 shares; 2024Q4: 39,758 shares; 2025Q1: 39,638 shares; 2025Q2: 39,541 shares; 2025Q3: 38,274 shares; 2025Q4: 37,674 shares; 2026Q1: 37,823 shares 37,823 $5.53M 0.89% +149 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: 25,451 shares; 2024Q4: 26,709 shares; 2025Q1: 29,522 shares; 2025Q2: 29,561 shares; 2025Q3: 29,211 shares; 2025Q4: 30,252 shares; 2026Q1: 40,015 shares 40,015 $4.26M 0.68% +9,763 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: 9,156 shares; 2024Q4: 9,274 shares; 2025Q1: 9,277 shares; 2025Q2: 9,141 shares; 2025Q3: 8,494 shares; 2025Q4: 8,741 shares; 2026Q1: 8,913 shares 8,913 $3.3M 0.53% +172 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: 13,993 shares; 2024Q4: 12,938 shares; 2025Q1: 13,405 shares; 2025Q2: 13,639 shares; 2025Q3: 13,543 shares; 2025Q4: 14,198 shares; 2026Q1: 14,922 shares 14,922 $3.11M 0.5% +724 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 44,780 shares; 2025Q1: 40,741 shares; 2025Q2: 41,361 shares; 2025Q3: 43,292 shares; 2025Q4: 52,813 shares; 2026Q1: 45,498 shares 45,498 $2.71M 0.43% -7,315 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: 4,613 shares; 2024Q4: 4,736 shares; 2025Q1: 4,690 shares; 2025Q2: 4,694 shares; 2025Q3: 4,409 shares; 2025Q4: 4,660 shares; 2026Q1: 4,726 shares 4,726 $2.7M 0.43% +66 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 23,807 shares; 2025Q1: 43,636 shares; 2025Q2: 57,815 shares; 2025Q3: 18,089 shares; 2025Q4: 72,939 shares; 2026Q1: 35,203 shares 35,203 $2.5M 0.4% -37,736 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: 2,574 shares; 2024Q4: 3,076 shares; 2025Q1: 3,152 shares; 2025Q2: 3,404 shares; 2025Q3: 2,890 shares; 2025Q4: 3,392 shares; 2026Q1: 4,164 shares 4,164 $2.49M 0.4% +772 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: 55,235 shares; 2024Q4: 52,800 shares; 2025Q1: 52,057 shares; 2025Q2: 50,613 shares; 2025Q3: 49,525 shares; 2025Q4: 49,613 shares; 2026Q1: 50,473 shares 50,473 $2.46M 0.39% +860 Timeline PDP 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: 92,610 shares; 2024Q4: 67,188 shares; 2025Q1: 70,720 shares; 2025Q2: 73,556 shares; 2025Q3: 21,170 shares; 2025Q4: 21,081 shares; 2026Q1: 19,199 shares 19,199 $2.32M 0.37% -1,882 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,088 shares; 2026Q1: 37,598 shares 37,598 $2.28M 0.36% -1,490 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: 28,870 shares; 2024Q4: 15,507 shares; 2025Q1: 18,987 shares; 2025Q2: 24,243 shares; 2025Q3: 22,243 shares; 2025Q4: 31,266 shares; 2026Q1: 39,832 shares 39,832 $2.26M 0.36% +8,566 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,169 shares; 2024Q4: 14,481 shares; 2025Q1: 13,554 shares; 2025Q2: 13,208 shares; 2025Q3: 13,217 shares; 2025Q4: 13,226 shares; 2026Q1: 13,096 shares 13,096 $2.22M 0.36% -130 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: 9,845 shares; 2024Q4: 8,971 shares; 2025Q1: 11,082 shares; 2025Q2: 11,017 shares; 2025Q3: 10,965 shares; 2025Q4: 11,075 shares; 2026Q1: 11,022 shares 11,022 $2.19M 0.35% -53 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: 7,622 shares; 2024Q4: 7,084 shares; 2025Q1: 7,116 shares; 2025Q2: 7,201 shares; 2025Q3: 7,233 shares; 2025Q4: 7,265 shares; 2026Q1: 7,343 shares 7,343 $2.11M 0.34% +78 Timeline SPTM 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: 20,699 shares; 2024Q4: 22,913 shares; 2025Q1: 26,437 shares; 2025Q2: 20,188 shares; 2025Q3: 21,903 shares; 2025Q4: 23,366 shares; 2026Q1: 25,621 shares 25,621 $2.03M 0.32% +2,255 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: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 28,660 shares; 2025Q2: 28,662 shares; 2025Q3: 33,761 shares; 2025Q4: 33,761 shares; 2026Q1: 33,761 shares 33,761 $1.98M 0.32% 0 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: 51,453 shares; 2024Q4: 51,456 shares; 2025Q1: 51,458 shares; 2025Q2: 49,766 shares; 2025Q3: 41,166 shares; 2025Q4: 41,166 shares; 2026Q1: 40,236 shares 40,236 $1.92M 0.31% -930 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,643 shares; 2024Q4: 89,228 shares; 2025Q1: 87,555 shares; 2025Q2: 84,490 shares; 2025Q3: 18,427 shares; 2025Q4: 83,526 shares; 2026Q1: 48,023 shares 48,023 $1.87M 0.3% -35,503 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,855 shares; 2024Q4: 13,614 shares; 2025Q1: 14,809 shares; 2025Q2: 15,680 shares; 2025Q3: 15,380 shares; 2025Q4: 14,320 shares; 2026Q1: 14,280 shares 14,280 $1.82M 0.29% -40 Timeline ICSH 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: 33,245 shares 33,245 $1.68M 0.27% new 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: 22,487 shares; 2024Q4: 21,303 shares; 2025Q1: 21,099 shares; 2025Q2: 21,115 shares; 2025Q3: 20,964 shares; 2025Q4: 20,980 shares; 2026Q1: 20,997 shares 20,997 $1.67M 0.27% +17 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: 5,374 shares; 2024Q4: 5,472 shares; 2025Q1: 5,488 shares; 2025Q2: 5,507 shares; 2025Q3: 5,438 shares; 2025Q4: 5,410 shares; 2026Q1: 5,708 shares 5,708 $1.64M 0.26% +298 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: 34,530 shares; 2024Q4: 33,255 shares; 2025Q1: 33,415 shares; 2025Q2: 33,515 shares; 2025Q3: 32,111 shares; 2025Q4: 32,065 shares; 2026Q1: 32,506 shares 32,506 $1.6M 0.26% +441 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: 24,366 shares; 2024Q4: 25,580 shares; 2025Q1: 25,319 shares; 2025Q2: 31,753 shares; 2025Q3: 28,882 shares; 2025Q4: 44,403 shares; 2026Q1: 29,473 shares 29,473 $1.47M 0.24% -14,930 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $1.47M 0.23% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,102 shares; 2025Q1: 11,547 shares; 2025Q2: 21,522 shares; 2025Q3: 16,160 shares; 2025Q4: 19,222 shares; 2026Q1: 20,354 shares 20,354 $1.46M 0.23% +1,132 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: 6,645 shares; 2025Q1: 6,646 shares; 2025Q2: 6,349 shares; 2025Q3: 6,234 shares; 2025Q4: 6,761 shares; 2026Q1: 6,761 shares 6,761 $1.44M 0.23% 0 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: 56,003 shares; 2024Q4: 56,245 shares; 2025Q1: 56,368 shares; 2025Q2: 61,743 shares; 2025Q3: 16,968 shares; 2025Q4: 60,859 shares; 2026Q1: 22,307 shares 22,307 $1.39M 0.22% -38,552 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: 6,373 shares; 2024Q4: 6,174 shares; 2025Q1: 6,093 shares; 2025Q2: 6,006 shares; 2025Q3: 5,445 shares; 2025Q4: 5,683 shares; 2026Q1: 5,690 shares 5,690 $1.39M 0.22% +7 Timeline HROW HARROW INC More: the full row for HARROW 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: 30,000 shares; 2025Q4: 15,300 shares; 2026Q1: 38,700 shares 38,700 $1.36M 0.22% +23,400 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: 3,712 shares; 2024Q4: 2,605 shares; 2025Q1: 3,009 shares; 2025Q2: 5,342 shares; 2025Q3: 4,650 shares; 2025Q4: 4,525 shares; 2026Q1: 4,655 shares 4,655 $1.34M 0.21% +130 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: 10,087 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 10,199 shares; 2025Q3: 8,826 shares; 2025Q4: 8,826 shares; 2026Q1: 8,687 shares 8,687 $1.29M 0.21% -139 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: 40,569 shares; 2024Q4: 35,788 shares; 2025Q1: 35,326 shares; 2025Q2: 33,437 shares; 2025Q3: 11,174 shares; 2025Q4: 33,439 shares; 2026Q1: 17,006 shares 17,006 $1.19M 0.19% -16,433 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: not reported; 2024Q4: 458 shares; 2025Q1: 735 shares; 2025Q2: 2,075 shares; 2025Q3: 2,766 shares; 2025Q4: 2,883 shares; 2026Q1: 4,331 shares 4,331 $1.17M 0.19% +1,448 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: 3,971 shares; 2024Q4: 3,926 shares; 2025Q1: 3,827 shares; 2025Q2: 3,760 shares; 2025Q3: 3,650 shares; 2025Q4: 3,685 shares; 2026Q1: 3,632 shares 3,632 $1.12M 0.18% -53 Timeline ISTB 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: 69,387 shares; 2024Q4: 46,109 shares; 2025Q1: 43,673 shares; 2025Q2: 22,343 shares; 2025Q3: 22,204 shares; 2025Q4: 22,561 shares; 2026Q1: 21,775 shares 21,775 $1.06M 0.17% -786 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,223 shares; 2025Q4: 11,957 shares; 2026Q1: 10,355 shares 10,355 $1.02M 0.16% -1,602 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 1,877 shares; 2025Q1: 1,941 shares; 2025Q2: 2,297 shares; 2025Q3: 2,058 shares; 2025Q4: 2,073 shares; 2026Q1: 2,118 shares 2,118 $1.01M 0.16% +45 Timeline IXUS 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: 13,057 shares; 2024Q4: 11,285 shares; 2025Q1: 12,020 shares; 2025Q2: 13,096 shares; 2025Q3: 8,396 shares; 2025Q4: 15,108 shares; 2026Q1: 11,377 shares 11,377 $986K 0.16% -3,731 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: 29,779 shares; 2024Q4: 29,195 shares; 2025Q1: 29,206 shares; 2025Q2: 38,012 shares; 2025Q3: 4,693 shares; 2025Q4: 38,217 shares; 2026Q1: 19,902 shares 19,902 $964K 0.15% -18,315 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: 963 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 961 shares 961 $958K 0.15% 0 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: 16,717 shares; 2024Q4: 14,298 shares; 2025Q1: 14,298 shares; 2025Q2: 14,448 shares; 2025Q3: 14,148 shares; 2025Q4: 14,148 shares; 2026Q1: 13,239 shares 13,239 $863K 0.14% -909 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 2,292 shares; 2026Q1: 1,957 shares 1,957 $855K 0.14% -335 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: 20,644 shares; 2024Q4: 24,562 shares; 2025Q1: 25,742 shares; 2025Q2: 21,904 shares; 2025Q3: 4,772 shares; 2025Q4: 23,422 shares; 2026Q1: 7,611 shares 7,611 $841K 0.13% -15,811 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: 1,870 shares; 2024Q4: 1,954 shares; 2025Q1: 1,953 shares; 2025Q2: 2,086 shares; 2025Q3: 1,999 shares; 2025Q4: 2,051 shares; 2026Q1: 2,259 shares 2,259 $840K 0.13% +208 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: 810 shares; 2024Q4: 823 shares; 2025Q1: 818 shares; 2025Q2: 813 shares; 2025Q3: 797 shares; 2025Q4: 8,110 shares; 2026Q1: 8,706 shares 8,706 $837K 0.13% +596 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: 4,983 shares; 2024Q4: 5,049 shares; 2025Q1: 5,216 shares; 2025Q2: 5,263 shares; 2025Q3: 3,587 shares; 2025Q4: 5,350 shares; 2026Q1: 5,555 shares 5,555 $817K 0.13% +205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 6,000 shares; 2026Q1: 8,109 shares 8,109 $816K 0.13% +2,109 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,140 shares; 2025Q2: 1,125 shares; 2025Q3: 1,049 shares; 2025Q4: 1,125 shares; 2026Q1: 1,132 shares 1,132 $802K 0.13% +7 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 8,220 shares; 2025Q4: 8,620 shares; 2026Q1: 12,685 shares 12,685 $796K 0.13% +4,065 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,450 shares; 2025Q1: 4,350 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 3,781 shares; 2026Q1: 3,781 shares 3,781 $782K 0.13% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,234 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares; 2026Q1: 2,027 shares 2,027 $777K 0.12% -2 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: 7,095 shares; 2024Q4: 6,732 shares; 2025Q1: 6,714 shares; 2025Q2: 6,774 shares; 2025Q3: 6,274 shares; 2025Q4: 6,254 shares; 2026Q1: 6,122 shares 6,122 $761K 0.12% -132 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC 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: 5,730 shares; 2026Q1: 5,330 shares 5,330 $699K 0.11% -400 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,577 shares; 2025Q1: 3,866 shares; 2025Q2: 3,576 shares; 2025Q3: 3,572 shares; 2025Q4: 3,567 shares; 2026Q1: 3,434 shares 3,434 $699K 0.11% -133 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: 29,390 shares; 2024Q4: 28,440 shares; 2025Q1: 27,440 shares; 2025Q2: 27,040 shares; 2025Q3: 25,940 shares; 2025Q4: 25,940 shares; 2026Q1: 25,940 shares 25,940 $678K 0.11% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 14,500 shares; 2025Q3: 35,500 shares; 2025Q4: 65,300 shares; 2026Q1: 127,930 shares 127,930 $664K 0.11% +62,630 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: 1,464 shares; 2024Q4: 1,084 shares; 2025Q1: 1,144 shares; 2025Q2: 2,866 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares; 2026Q1: 3,040 shares 3,040 $660K 0.11% +169 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 490 shares; 2025Q1: 488 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $650K 0.1% 0 Timeline DFSV 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: 74,767 shares; 2024Q4: 79,304 shares; 2025Q1: 73,164 shares; 2025Q2: 79,167 shares; 2025Q3: not reported; 2025Q4: 78,317 shares; 2026Q1: 18,475 shares 18,475 $647K 0.1% -59,842 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: 3,215 shares; 2024Q4: 2,504 shares; 2025Q1: 2,439 shares; 2025Q2: 2,320 shares; 2025Q3: 2,143 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares 2,365 $644K 0.1% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,357 shares; 2025Q1: 1,164 shares; 2025Q2: 1,168 shares; 2025Q3: 938 shares; 2025Q4: 1,150 shares; 2026Q1: 945 shares 945 $618K 0.1% -205 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: not reported; 2024Q4: not reported; 2025Q1: 3,267 shares; 2025Q2: 3,817 shares; 2025Q3: 3,710 shares; 2025Q4: 3,760 shares; 2026Q1: 9,653 shares 9,653 $605K 0.1% +5,893 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 39,844 shares 39,844 $603K 0.1% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 3,532 shares; 2025Q1: 3,462 shares; 2025Q2: 4,362 shares; 2025Q3: 23,836 shares; 2025Q4: 22,565 shares; 2026Q1: 4,961 shares 4,961 $601K 0.1% -17,604 Timeline IVLU 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: 15,137 shares; 2024Q4: 15,137 shares; 2025Q1: 13,014 shares; 2025Q2: 13,014 shares; 2025Q3: not reported; 2025Q4: 15,036 shares; 2026Q1: 15,036 shares 15,036 $597K 0.1% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 2,799 shares; 2025Q1: 2,852 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,950 shares; 2026Q1: 2,855 shares 2,855 $594K 0.1% -95 Timeline DFAX 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: 23,248 shares; 2024Q4: 23,424 shares; 2025Q1: 23,377 shares; 2025Q2: 23,617 shares; 2025Q3: 17,040 shares; 2025Q4: 23,567 shares; 2026Q1: 17,289 shares 17,289 $587K 0.09% -6,278 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 7,715 shares; 2025Q1: 10,620 shares; 2025Q2: 12,206 shares; 2025Q3: 3,691 shares; 2025Q4: 17,754 shares; 2026Q1: 7,961 shares 7,961 $586K 0.09% -9,793 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $579K 0.09% 0 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: 5,849 shares; 2024Q4: 6,161 shares; 2025Q1: 5,724 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 5,678 shares; 2026Q1: 5,870 shares 5,870 $570K 0.09% +192 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: 10,787 shares; 2024Q4: 10,320 shares; 2025Q1: 10,067 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares; 2025Q4: 10,012 shares; 2026Q1: 10,012 shares 10,012 $569K 0.09% 0 Timeline DFIV 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: 34,921 shares; 2024Q4: 34,631 shares; 2025Q1: 37,727 shares; 2025Q2: 41,013 shares; 2025Q3: 6,681 shares; 2025Q4: 43,388 shares; 2026Q1: 10,679 shares 10,679 $564K 0.09% -32,709 Timeline PGF 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: 43,408 shares; 2024Q4: 43,337 shares; 2025Q1: 42,720 shares; 2025Q2: 40,371 shares; 2025Q3: 40,936 shares; 2025Q4: 41,520 shares; 2026Q1: 40,935 shares 40,935 $563K 0.09% -585 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: 10,014 shares; 2024Q4: 6,853 shares; 2025Q1: 6,853 shares; 2025Q2: 6,642 shares; 2025Q3: 6,153 shares; 2025Q4: 6,187 shares; 2026Q1: 6,112 shares 6,112 $553K 0.09% -75 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: 1,667 shares; 2024Q4: 1,688 shares; 2025Q1: 1,674 shares; 2025Q2: 1,632 shares; 2025Q3: 1,603 shares; 2025Q4: 1,642 shares; 2026Q1: 1,665 shares 1,665 $547K 0.09% +23 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 366 shares; 2025Q4: 501 shares; 2026Q1: 367 shares 367 $540K 0.09% -134 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: 13,694 shares; 2024Q4: 17,351 shares; 2025Q1: 17,387 shares; 2025Q2: 9,848 shares; 2025Q3: 4,159 shares; 2025Q4: 10,791 shares; 2026Q1: 5,006 shares 5,006 $531K 0.09% -5,785 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,621 shares; 2025Q3: 1,586 shares; 2025Q4: 1,630 shares; 2026Q1: 1,537 shares 1,537 $519K 0.08% -93 Timeline BSVO 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: 29,005 shares; 2024Q4: 28,958 shares; 2025Q1: 28,604 shares; 2025Q2: 27,461 shares; 2025Q3: 9,738 shares; 2025Q4: 27,062 shares; 2026Q1: 20,306 shares 20,306 $515K 0.08% -6,756 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,540 shares; 2025Q1: 3,585 shares; 2025Q2: 4,291 shares; 2025Q3: 4,191 shares; 2025Q4: 8,382 shares; 2026Q1: 8,302 shares 8,302 $509K 0.08% -80 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: 12,470 shares; 2024Q4: 11,170 shares; 2025Q1: 11,270 shares; 2025Q2: 11,510 shares; 2025Q3: 8,547 shares; 2025Q4: 11,388 shares; 2026Q1: 11,488 shares 11,488 $507K 0.08% +100 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 34,075 shares; 2026Q1: 61,100 shares 61,100 $505K 0.08% +27,025 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,122 shares; 2025Q2: 3,509 shares; 2025Q3: 2,214 shares; 2025Q4: 3,509 shares; 2026Q1: 2,614 shares 2,614 $502K 0.08% -895 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: 9,926 shares; 2024Q4: 5,109 shares; 2025Q1: 5,219 shares; 2025Q2: 5,208 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares; 2026Q1: 5,192 shares 5,192 $500K 0.08% +127 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: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: 1,897 shares 1,897 $497K 0.08% +428 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,161 shares; 2025Q1: 1,175 shares; 2025Q2: 1,122 shares; 2025Q3: 1,054 shares; 2025Q4: 1,060 shares; 2026Q1: 1,054 shares 1,054 $486K 0.08% -6 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,270 shares; 2024Q4: 9,596 shares; 2025Q1: 9,596 shares; 2025Q2: 9,596 shares; 2025Q3: 9,596 shares; 2025Q4: 9,590 shares; 2026Q1: 9,590 shares 9,590 $481K 0.08% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,900 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $480K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968 $477K 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,564 shares; 2024Q4: 10,570 shares; 2025Q1: 10,681 shares; 2025Q2: 9,955 shares; 2025Q3: 9,955 shares; 2025Q4: 9,955 shares; 2026Q1: 9,255 shares 9,255 $476K 0.08% -700 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,359 shares 1,359 $459K 0.07% -79 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,891 shares; 2025Q1: 23,054 shares; 2025Q2: 23,413 shares; 2025Q3: 4,195 shares; 2025Q4: 23,163 shares; 2026Q1: 5,446 shares 5,446 $455K 0.07% -17,717 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,363 shares; 2025Q1: 2,313 shares; 2025Q2: 2,363 shares; 2025Q3: 1,809 shares; 2025Q4: 2,398 shares; 2026Q1: 2,153 shares 2,153 $455K 0.07% -245 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,087 shares; 2025Q2: 2,087 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares; 2026Q1: 2,087 shares 2,087 $447K 0.07% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 4,202 shares; 2025Q1: 4,156 shares; 2025Q2: 4,567 shares; 2025Q3: 3,734 shares; 2025Q4: 3,734 shares; 2026Q1: 3,734 shares 3,734 $442K 0.07% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares; 2026Q1: 4,300 shares 4,300 $437K 0.07% -250 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,354 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,427 shares 4,427 $423K 0.07% +67 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: 2,219 shares; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,034 shares; 2025Q3: 1,800 shares; 2025Q4: 1,957 shares; 2026Q1: 1,938 shares 1,938 $421K 0.07% -19 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: 3,601 shares; 2024Q4: 2,154 shares; 2025Q1: 2,191 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares; 2026Q1: 3,276 shares 3,276 $420K 0.07% +30 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: 14,500 shares; 2025Q1: 14,499 shares; 2025Q2: 13,770 shares; 2025Q3: 12,170 shares; 2025Q4: 12,170 shares; 2026Q1: 12,270 shares 12,270 $417K 0.07% +100 Timeline VIGI 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: 5,128 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares 4,710 $417K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,322 shares; 2025Q1: 2,259 shares; 2025Q2: 2,247 shares; 2025Q3: 1,715 shares; 2025Q4: 2,091 shares; 2026Q1: 2,754 shares 2,754 $398K 0.06% +663 Timeline OKLO OKLO INC More: the full row for OKLO 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: 8,000 shares 8,000 $397K 0.06% new 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: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $397K 0.06% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 11,770 shares; 2025Q3: 27,870 shares; 2025Q4: 29,970 shares; 2026Q1: 111,020 shares 111,020 $394K 0.06% +81,050 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 7,804 shares; 2025Q1: 7,804 shares; 2025Q2: 7,304 shares; 2025Q3: 6,875 shares; 2025Q4: 6,678 shares; 2026Q1: 6,678 shares 6,678 $393K 0.06% 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: 3,509 shares; 2024Q4: 3,514 shares; 2025Q1: 3,518 shares; 2025Q2: 3,453 shares; 2025Q3: 2,770 shares; 2025Q4: 3,671 shares; 2026Q1: 2,687 shares 2,687 $392K 0.06% -984 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: 4,700 shares; 2024Q4: 3,765 shares; 2025Q1: 3,365 shares; 2025Q2: 3,272 shares; 2025Q3: 3,089 shares; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares 2,649 $386K 0.06% 0 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: 5,911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,155 shares; 2025Q3: 5,695 shares; 2025Q4: 8,155 shares; 2026Q1: 7,130 shares 7,130 $385K 0.06% -1,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 540 shares; 2026Q1: 550 shares 550 $384K 0.06% +10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 3,798 shares; 2025Q1: 3,808 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares; 2026Q1: 3,798 shares 3,798 $369K 0.06% 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: 8,913 shares; 2024Q4: 8,026 shares; 2025Q1: 9,284 shares; 2025Q2: 9,291 shares; 2025Q3: 9,298 shares; 2025Q4: 7,309 shares; 2026Q1: 7,319 shares 7,319 $367K 0.06% +10 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: 2,736 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,743 shares; 2025Q4: 1,695 shares; 2026Q1: 1,696 shares 1,696 $365K 0.06% +1 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: 400 shares; 2025Q4: 1,700 shares; 2026Q1: 5,344 shares 5,344 $364K 0.06% +3,644 Timeline XLU 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: 5,727 shares; 2024Q4: 4,722 shares; 2025Q1: 4,850 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 8,650 shares; 2026Q1: 7,835 shares 7,835 $360K 0.06% -815 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: 2,591 shares; 2024Q4: 1,156 shares; 2025Q1: 1,643 shares; 2025Q2: 1,505 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $359K 0.06% 0 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: 5,860 shares; 2024Q4: 11,704 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares; 2025Q3: 12,660 shares; 2025Q4: 12,660 shares; 2026Q1: 14,048 shares 14,048 $348K 0.06% +1,388 Timeline DFLV 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: 16,873 shares; 2024Q4: 18,349 shares; 2025Q1: 33,232 shares; 2025Q2: 32,130 shares; 2025Q3: 7,859 shares; 2025Q4: 38,067 shares; 2026Q1: 9,659 shares 9,659 $345K 0.06% -28,408 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,220 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,001 shares; 2025Q4: 2,225 shares; 2026Q1: 2,083 shares 2,083 $344K 0.06% -142 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: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,028 shares; 2026Q1: 996 shares 996 $340K 0.05% -32 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 828 shares 828 $335K 0.05% 0 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: 20,617 shares; 2024Q4: 9,015 shares; 2025Q1: 8,685 shares; 2025Q2: 13,105 shares; 2025Q3: 12,970 shares; 2025Q4: 12,970 shares; 2026Q1: 11,020 shares 11,020 $334K 0.05% -1,950 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: 1,030 shares; 2024Q4: 1,005 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $331K 0.05% 0 Timeline IVOO 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,870 shares 2,870 $328K 0.05% +868 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: 4,182 shares; 2024Q4: 5,064 shares; 2025Q1: 4,302 shares; 2025Q2: 4,551 shares; 2025Q3: 4,388 shares; 2025Q4: 4,803 shares; 2026Q1: 4,809 shares 4,809 $325K 0.05% +6 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 920 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 814 shares 814 $318K 0.05% -6 Timeline EUFN 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: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,005 shares; 2025Q4: 9,005 shares; 2026Q1: 9,005 shares 9,005 $314K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,650 shares 4,650 $311K 0.05% new 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: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,612 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares 1,871 $308K 0.05% 0 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 2,314 shares; 2026Q1: 2,314 shares 2,314 $308K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: 2,716 shares 2,716 $307K 0.05% +25 Timeline DISV 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: 17,671 shares; 2024Q4: 17,674 shares; 2025Q1: 18,015 shares; 2025Q2: 21,215 shares; 2025Q3: not reported; 2025Q4: 26,921 shares; 2026Q1: 7,772 shares 7,772 $307K 0.05% -19,149 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: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 356 shares 356 $301K 0.05% +15 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $300K 0.05% 0 Timeline IYH 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: 4,949 shares; 2025Q4: 4,849 shares; 2026Q1: 4,849 shares 4,849 $299K 0.05% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares 1,599 $298K 0.05% 0 Timeline BKLN 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: 19,424 shares; 2024Q4: 16,584 shares; 2025Q1: 16,204 shares; 2025Q2: 14,604 shares; 2025Q3: 14,404 shares; 2025Q4: 14,404 shares; 2026Q1: 14,404 shares 14,404 $294K 0.05% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,914 shares; 2024Q4: 42,801 shares; 2025Q1: 14,644 shares; 2025Q2: 16,644 shares; 2025Q3: 11,163 shares; 2025Q4: 22,303 shares; 2026Q1: 18,474 shares 18,474 $289K 0.05% -3,829 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: not reported; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 3,063 shares; 2026Q1: 3,063 shares 3,063 $288K 0.05% 0 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $286K 0.05% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,636 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,728 shares; 2025Q4: 4,752 shares; 2026Q1: 4,810 shares 4,810 $286K 0.05% +58 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,011 shares; 2025Q1: 4,761 shares; 2025Q2: 4,561 shares; 2025Q3: 4,308 shares; 2025Q4: 4,561 shares; 2026Q1: 4,308 shares 4,308 $284K 0.05% -253 Timeline VOX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,538 shares 1,538 $277K 0.04% +20 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: 3,298 shares; 2024Q4: 3,330 shares; 2025Q1: 3,347 shares; 2025Q2: 4,269 shares; 2025Q3: not reported; 2025Q4: 4,333 shares; 2026Q1: 3,448 shares 3,448 $270K 0.04% -885 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: 1,595 shares; 2024Q4: 1,621 shares; 2025Q1: 1,728 shares; 2025Q2: 1,731 shares; 2025Q3: 1,783 shares; 2025Q4: 1,592 shares; 2026Q1: 1,441 shares 1,441 $269K 0.04% -151 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: 1,090 shares; 2024Q4: 1,304 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $267K 0.04% 0 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: 4,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,162 shares; 2026Q1: 4,162 shares 4,162 $245K 0.04% 0 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: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $241K 0.04% 0 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: 476 shares; 2024Q4: 480 shares; 2025Q1: 495 shares; 2025Q2: 435 shares; 2025Q3: 414 shares; 2025Q4: 435 shares; 2026Q1: 469 shares 469 $234K 0.04% +34 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 5,279 shares; 2025Q3: 3,267 shares; 2025Q4: 5,411 shares; 2026Q1: 3,014 shares 3,014 $232K 0.04% -2,397 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: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,364 shares; 2025Q2: 3,157 shares; 2025Q3: 2,957 shares; 2025Q4: 2,975 shares; 2026Q1: 2,943 shares 2,943 $228K 0.04% -32 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $228K 0.04% 0 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: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $225K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,481 shares 1,481 $224K 0.04% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,732 shares 2,732 $212K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,274 shares; 2025Q1: 3,174 shares; 2025Q2: 3,174 shares; 2025Q3: 2,424 shares; 2025Q4: not reported; 2026Q1: 2,346 shares 2,346 $210K 0.03% new 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: 2,453 shares; 2024Q4: 2,240 shares; 2025Q1: 2,343 shares; 2025Q2: 2,031 shares; 2025Q3: 2,033 shares; 2025Q4: 2,035 shares; 2026Q1: 2,037 shares 2,037 $209K 0.03% +2 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: not reported; 2025Q4: not reported; 2026Q1: 484 shares 484 $208K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 703 shares; 2025Q1: 802 shares; 2025Q2: 702 shares; 2025Q3: 902 shares; 2025Q4: 759 shares; 2026Q1: 850 shares 850 $206K 0.03% +91 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 906 shares; 2025Q1: 839 shares; 2025Q2: 785 shares; 2025Q3: 757 shares; 2025Q4: not reported; 2026Q1: 773 shares 773 $206K 0.03% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,665 shares 3,665 $203K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,026 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $203K 0.03% new 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: 2,554 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $203K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares 333 $201K 0.03% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares 2,325 $201K 0.03% new Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,000 shares; 2025Q1: 226,000 shares; 2025Q2: 288,000 shares; 2025Q3: 316,000 shares; 2025Q4: 308,500 shares; 2026Q1: 277,500 shares 277,500 $168K 0.03% -31,000 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $163K 0.03% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,900 shares; 2024Q4: 47,900 shares; 2025Q1: 46,400 shares; 2025Q2: 39,650 shares; 2025Q3: 31,650 shares; 2025Q4: 29,170 shares; 2026Q1: 22,705 shares 22,705 $118K 0.02% -6,465 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 17,000 shares; 2026Q1: 10,000 shares 10,000 $48K 0.01% -7,000 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,160 shares; 2024Q4: 12,000 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $41.6K 0.01% 0 Timeline ARAI ARRIVE AI INC More: the full row for ARRIVE AI 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: 14,929 shares; 2025Q3: 15,340 shares; 2025Q4: 15,340 shares; 2026Q1: 15,340 shares 15,340 $12.2K <0.01% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 24,260 shares; 2025Q1: 23,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,460 shares; 2025Q4: 19,460 shares; 2026Q1: 19,460 shares 19,460 $4.8K <0.01% 0 Timeline