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: 114,839 shares; 2024Q4: 118,408 shares; 2025Q1: 120,798 shares; 2025Q2: 122,631 shares; 2025Q3: 125,919 shares; 2025Q4: 129,397 shares; 2026Q1: 134,530 shares 134,530 $87.9M 8.67% +5,133 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: 71,654 shares; 2024Q4: 72,048 shares; 2025Q1: 71,686 shares; 2025Q2: 70,130 shares; 2025Q3: 67,706 shares; 2025Q4: 66,190 shares; 2026Q1: 65,527 shares 65,527 $37.8M 3.73% -663 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: 141,973 shares; 2024Q4: 148,209 shares; 2025Q1: 145,484 shares; 2025Q2: 143,061 shares; 2025Q3: 146,315 shares; 2025Q4: 144,022 shares; 2026Q1: 143,106 shares 143,106 $36.3M 3.58% -916 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: 130,266 shares; 2024Q4: 133,091 shares; 2025Q1: 137,597 shares; 2025Q2: 139,874 shares; 2025Q3: 144,630 shares; 2025Q4: 145,409 shares; 2026Q1: 149,900 shares 149,900 $35.6M 3.51% +4,491 Timeline SPAB 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: 923,314 shares; 2024Q4: 1,016,712 shares; 2025Q1: 1,024,752 shares; 2025Q2: 1,057,243 shares; 2025Q3: 1,162,582 shares; 2025Q4: 1,254,232 shares; 2026Q1: 1,321,303 shares 1,321,303 $33.9M 3.34% +67,071 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: 60,836 shares; 2024Q4: 60,443 shares; 2025Q1: 62,029 shares; 2025Q2: 66,765 shares; 2025Q3: 68,023 shares; 2025Q4: 137,050 shares; 2026Q1: 166,531 shares 166,531 $32.7M 3.22% +29,481 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: 160,465 shares; 2024Q4: 169,062 shares; 2025Q1: 182,956 shares; 2025Q2: 213,684 shares; 2025Q3: 243,540 shares; 2025Q4: 315,422 shares; 2026Q1: 373,286 shares 373,286 $32.3M 3.19% +57,864 Timeline CWI 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: 711,030 shares; 2024Q4: 740,628 shares; 2025Q1: 747,201 shares; 2025Q2: 785,162 shares; 2025Q3: 798,909 shares; 2025Q4: 833,994 shares; 2026Q1: 856,984 shares 856,984 $31.4M 3.09% +22,990 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,636 shares; 2024Q4: 215,451 shares; 2025Q1: 226,125 shares; 2025Q2: 244,431 shares; 2025Q3: 295,979 shares; 2025Q4: 333,210 shares; 2026Q1: 359,497 shares 359,497 $27.7M 2.74% +26,287 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: 193,650 shares; 2024Q4: 222,475 shares; 2025Q1: 268,975 shares; 2025Q2: 338,335 shares; 2025Q3: 425,203 shares; 2025Q4: 520,833 shares; 2026Q1: 601,468 shares 601,468 $27.7M 2.73% +80,635 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: 123,153 shares; 2024Q4: 124,183 shares; 2025Q1: 125,616 shares; 2025Q2: 124,153 shares; 2025Q3: 124,355 shares; 2025Q4: 122,393 shares; 2026Q1: 119,216 shares 119,216 $25.6M 2.53% -3,177 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: 61,910 shares; 2024Q4: 63,734 shares; 2025Q1: 68,360 shares; 2025Q2: 68,641 shares; 2025Q3: 70,329 shares; 2025Q4: 72,119 shares; 2026Q1: 72,922 shares 72,922 $23.4M 2.31% +803 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: 122,653 shares; 2024Q4: 132,820 shares; 2025Q1: 136,754 shares; 2025Q2: 138,701 shares; 2025Q3: 146,401 shares; 2025Q4: 152,453 shares; 2026Q1: 161,024 shares 161,024 $20M 1.97% +8,571 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: 370,709 shares; 2024Q4: 1,142,893 shares; 2025Q1: 1,185,871 shares; 2025Q2: 1,174,249 shares; 2025Q3: 1,228,111 shares; 2025Q4: 776,322 shares; 2026Q1: 643,067 shares 643,067 $19.7M 1.95% -133,255 Timeline IBND 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: 335,205 shares; 2024Q4: 345,287 shares; 2025Q1: 349,615 shares; 2025Q2: 409,110 shares; 2025Q3: 507,703 shares; 2025Q4: 562,633 shares; 2026Q1: 622,167 shares 622,167 $19.3M 1.91% +59,534 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: 28,629 shares; 2024Q4: 28,527 shares; 2025Q1: 28,118 shares; 2025Q2: 28,117 shares; 2025Q3: 28,152 shares; 2025Q4: 28,389 shares; 2026Q1: 28,676 shares 28,676 $18.6M 1.84% +287 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: 253,111 shares; 2024Q4: 252,912 shares; 2025Q1: 260,433 shares; 2025Q2: 259,762 shares; 2025Q3: 261,871 shares; 2025Q4: 263,897 shares; 2026Q1: 262,612 shares 262,612 $17.7M 1.75% -1,285 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: 29,115 shares; 2024Q4: 29,329 shares; 2025Q1: 30,021 shares; 2025Q2: 29,531 shares; 2025Q3: 26,276 shares; 2025Q4: 25,993 shares; 2026Q1: 26,561 shares 26,561 $15.9M 1.57% +568 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: 161,869 shares; 2024Q4: 175,628 shares; 2025Q1: 178,549 shares; 2025Q2: 183,091 shares; 2025Q3: 188,471 shares; 2025Q4: 243,691 shares; 2026Q1: 284,973 shares 284,973 $15.4M 1.52% +41,282 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: 218,635 shares; 2024Q4: 217,901 shares; 2025Q1: 217,828 shares; 2025Q2: 217,018 shares; 2025Q3: 220,547 shares; 2025Q4: 228,335 shares; 2026Q1: 236,578 shares 236,578 $15.2M 1.5% +8,243 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: 195,391 shares; 2024Q4: 240,436 shares; 2025Q1: 256,758 shares; 2025Q2: 261,011 shares; 2025Q3: 273,164 shares; 2025Q4: 291,471 shares; 2026Q1: 317,168 shares 317,168 $14.6M 1.44% +25,697 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,538 shares; 2024Q4: 365,008 shares; 2025Q1: 380,686 shares; 2025Q2: 389,628 shares; 2025Q3: 414,709 shares; 2025Q4: 449,739 shares; 2026Q1: 472,201 shares 472,201 $14.6M 1.44% +22,462 Timeline SCHB 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: 220,968 shares; 2024Q4: 640,132 shares; 2025Q1: 629,039 shares; 2025Q2: 624,863 shares; 2025Q3: 618,506 shares; 2025Q4: 602,416 shares; 2026Q1: 578,083 shares 578,083 $14.5M 1.43% -24,333 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,261 shares; 2024Q4: 495,189 shares; 2025Q1: 515,151 shares; 2025Q2: 530,828 shares; 2025Q3: 519,593 shares; 2025Q4: 522,177 shares; 2026Q1: 546,669 shares 546,669 $14M 1.38% +24,492 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: 52,416 shares; 2024Q4: 53,060 shares; 2025Q1: 54,350 shares; 2025Q2: 52,898 shares; 2025Q3: 54,443 shares; 2025Q4: 52,994 shares; 2026Q1: 52,747 shares 52,747 $13.1M 1.29% -247 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: 52,701 shares; 2024Q4: 52,050 shares; 2025Q1: 51,554 shares; 2025Q2: 47,829 shares; 2025Q3: 43,662 shares; 2025Q4: 85,462 shares; 2026Q1: 85,659 shares 85,659 $11.4M 1.12% +197 Timeline DBEF 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: 202,604 shares; 2024Q4: 228,660 shares; 2025Q1: 241,511 shares; 2025Q2: 230,460 shares; 2025Q3: 227,508 shares; 2025Q4: 229,105 shares; 2026Q1: 227,847 shares 227,847 $11.3M 1.11% -1,258 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: 103,375 shares; 2024Q4: 104,623 shares; 2025Q1: 111,805 shares; 2025Q2: 103,800 shares; 2025Q3: 105,242 shares; 2025Q4: 106,085 shares; 2026Q1: 108,634 shares 108,634 $10.9M 1.07% +2,549 Timeline VEU 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: 109,030 shares; 2024Q4: 113,375 shares; 2025Q1: 113,743 shares; 2025Q2: 113,432 shares; 2025Q3: 114,297 shares; 2025Q4: 119,002 shares; 2026Q1: 128,205 shares 128,205 $9.63M 0.95% +9,203 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: 50,774 shares; 2024Q4: 50,691 shares; 2025Q1: 47,995 shares; 2025Q2: 47,372 shares; 2025Q3: 47,008 shares; 2025Q4: 46,593 shares; 2026Q1: 45,579 shares 45,579 $9.49M 0.94% -1,014 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: 92,529 shares; 2024Q4: 92,521 shares; 2025Q1: 93,443 shares; 2025Q2: 95,864 shares; 2025Q3: 98,124 shares; 2025Q4: 95,861 shares; 2026Q1: 93,263 shares 93,263 $9.07M 0.89% -2,598 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: 199,480 shares; 2024Q4: 398,390 shares; 2025Q1: 400,105 shares; 2025Q2: 397,059 shares; 2025Q3: 379,750 shares; 2025Q4: 370,085 shares; 2026Q1: 366,072 shares 366,072 $9.06M 0.89% -4,013 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: 66,866 shares; 2024Q4: 70,484 shares; 2025Q1: 78,045 shares; 2025Q2: 86,706 shares; 2025Q3: 91,199 shares; 2025Q4: 91,965 shares; 2026Q1: 92,909 shares 92,909 $9.02M 0.89% +944 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,114 shares; 2024Q4: 155,802 shares; 2025Q1: 158,934 shares; 2025Q2: 165,133 shares; 2025Q3: 173,146 shares; 2025Q4: 181,256 shares; 2026Q1: 185,215 shares 185,215 $8.9M 0.88% +3,959 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,356 shares; 2024Q4: 281,725 shares; 2025Q1: 283,986 shares; 2025Q2: 297,337 shares; 2025Q3: 309,270 shares; 2025Q4: 240,888 shares; 2026Q1: 205,181 shares 205,181 $8.23M 0.81% -35,707 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,636 shares; 2024Q4: 77,733 shares; 2025Q1: 80,784 shares; 2025Q2: 83,169 shares; 2025Q3: 90,591 shares; 2025Q4: 91,213 shares; 2026Q1: 87,822 shares 87,822 $8.14M 0.8% -3,391 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,847 shares; 2024Q4: 70,732 shares; 2025Q1: 76,286 shares; 2025Q2: 88,900 shares; 2025Q3: 101,063 shares; 2025Q4: 109,190 shares; 2026Q1: 126,300 shares 126,300 $8.13M 0.8% +17,110 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: 83,149 shares; 2024Q4: 86,898 shares; 2025Q1: 88,562 shares; 2025Q2: 103,227 shares; 2025Q3: 112,939 shares; 2025Q4: 79,549 shares; 2026Q1: 68,350 shares 68,350 $7.61M 0.75% -11,199 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: 139,009 shares; 2024Q4: 144,958 shares; 2025Q1: 145,525 shares; 2025Q2: 143,724 shares; 2025Q3: 145,180 shares; 2025Q4: 150,110 shares; 2026Q1: 153,367 shares 153,367 $7.22M 0.71% +3,257 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,228 shares; 2024Q4: 68,281 shares; 2025Q1: 73,315 shares; 2025Q2: 81,925 shares; 2025Q3: 81,632 shares; 2025Q4: 83,048 shares; 2026Q1: 81,600 shares 81,600 $7.17M 0.71% -1,448 Timeline AOM 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: 84,284 shares; 2024Q4: 95,231 shares; 2025Q1: 111,254 shares; 2025Q2: 122,171 shares; 2025Q3: 135,193 shares; 2025Q4: 142,244 shares; 2026Q1: 149,658 shares 149,658 $7.09M 0.7% +7,414 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,121 shares; 2024Q4: 10,460 shares; 2025Q1: 10,437 shares; 2025Q2: 10,862 shares; 2025Q3: 10,981 shares; 2025Q4: 11,325 shares; 2026Q1: 11,361 shares 11,361 $7.01M 0.69% +36 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,014 shares; 2024Q4: 108,392 shares; 2025Q1: 118,575 shares; 2025Q2: 122,963 shares; 2025Q3: 126,319 shares; 2025Q4: 132,679 shares; 2026Q1: 136,284 shares 136,284 $6.82M 0.67% +3,605 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,663 shares; 2024Q4: 152,989 shares; 2025Q1: 158,279 shares; 2025Q2: 200,424 shares; 2025Q3: 204,979 shares; 2025Q4: 207,560 shares; 2026Q1: 212,022 shares 212,022 $6.17M 0.61% +4,462 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,007 shares; 2024Q4: 36,588 shares; 2025Q1: 37,939 shares; 2025Q2: 42,232 shares; 2025Q3: 48,927 shares; 2025Q4: 52,533 shares; 2026Q1: 55,325 shares 55,325 $6.11M 0.6% +2,792 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: 23,595 shares; 2024Q4: 22,785 shares; 2025Q1: 22,500 shares; 2025Q2: 21,990 shares; 2025Q3: 21,513 shares; 2025Q4: 20,535 shares; 2026Q1: 20,208 shares 20,208 $6.04M 0.6% -327 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: 15,253 shares; 2024Q4: 15,051 shares; 2025Q1: 14,783 shares; 2025Q2: 14,336 shares; 2025Q3: 14,388 shares; 2025Q4: 13,844 shares; 2026Q1: 13,356 shares 13,356 $5.75M 0.57% -488 Timeline HYG 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: 41,977 shares; 2024Q4: 44,935 shares; 2025Q1: 47,921 shares; 2025Q2: 48,802 shares; 2025Q3: 53,456 shares; 2025Q4: 59,590 shares; 2026Q1: 64,238 shares 64,238 $5.11M 0.5% +4,648 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: 13,653 shares; 2024Q4: 13,412 shares; 2025Q1: 13,453 shares; 2025Q2: 13,830 shares; 2025Q3: 13,822 shares; 2025Q4: 13,757 shares; 2026Q1: 13,804 shares 13,804 $4.92M 0.49% +47 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,174 shares; 2024Q4: 72,214 shares; 2025Q1: 73,971 shares; 2025Q2: 75,609 shares; 2025Q3: 80,804 shares; 2025Q4: 88,897 shares; 2026Q1: 91,173 shares 91,173 $4.79M 0.47% +2,276 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: 9,682 shares; 2024Q4: 9,544 shares; 2025Q1: 9,715 shares; 2025Q2: 11,103 shares; 2025Q3: 11,009 shares; 2025Q4: 10,557 shares; 2026Q1: 10,195 shares 10,195 $4.45M 0.44% -362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 29,899 shares; 2025Q4: 39,675 shares; 2026Q1: 49,157 shares 49,157 $4.45M 0.44% +9,482 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: 9,365 shares; 2024Q4: 9,179 shares; 2025Q1: 8,926 shares; 2025Q2: 8,029 shares; 2025Q3: 9,258 shares; 2025Q4: 9,179 shares; 2026Q1: 8,987 shares 8,987 $4.31M 0.42% -192 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: 20,659 shares; 2024Q4: 20,923 shares; 2025Q1: 20,904 shares; 2025Q2: 21,355 shares; 2025Q3: 22,118 shares; 2025Q4: 22,731 shares; 2026Q1: 22,256 shares 22,256 $3.88M 0.38% -475 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: 9,787 shares; 2024Q4: 9,751 shares; 2025Q1: 9,479 shares; 2025Q2: 9,388 shares; 2025Q3: 9,420 shares; 2025Q4: 9,354 shares; 2026Q1: 9,451 shares 9,451 $3.5M 0.35% +97 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,927 shares; 2024Q4: 30,363 shares; 2025Q1: 32,075 shares; 2025Q2: 32,781 shares; 2025Q3: 35,608 shares; 2025Q4: 36,550 shares; 2026Q1: 39,321 shares 39,321 $3.49M 0.34% +2,771 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,858 shares; 2024Q4: 112,659 shares; 2025Q1: 113,675 shares; 2025Q2: 124,028 shares; 2025Q3: 126,991 shares; 2025Q4: 125,197 shares; 2026Q1: 124,849 shares 124,849 $3.48M 0.34% -348 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,047 shares; 2024Q4: 109,149 shares; 2025Q1: 115,208 shares; 2025Q2: 115,382 shares; 2025Q3: 117,970 shares; 2025Q4: 123,189 shares; 2026Q1: 125,058 shares 125,058 $3.33M 0.33% +1,869 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: 17,400 shares; 2024Q4: 18,527 shares; 2025Q1: 21,623 shares; 2025Q2: 28,352 shares; 2025Q3: 37,655 shares; 2025Q4: 40,958 shares; 2026Q1: 47,501 shares 47,501 $3.31M 0.33% +6,543 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: 9,554 shares; 2024Q4: 9,881 shares; 2025Q1: 9,761 shares; 2025Q2: 10,047 shares; 2025Q3: 10,720 shares; 2025Q4: 10,735 shares; 2026Q1: 11,062 shares 11,062 $3.18M 0.31% +327 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: 4,502 shares; 2024Q4: 4,422 shares; 2025Q1: 4,420 shares; 2025Q2: 4,701 shares; 2025Q3: 4,654 shares; 2025Q4: 4,544 shares; 2026Q1: 4,554 shares 4,554 $3.18M 0.31% +10 Timeline CMF 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: 76,135 shares; 2024Q4: 72,252 shares; 2025Q1: 64,461 shares; 2025Q2: 60,579 shares; 2025Q3: 55,440 shares; 2025Q4: 53,487 shares; 2026Q1: 54,533 shares 54,533 $3.1M 0.31% +1,046 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,806 shares; 2024Q4: 89,049 shares; 2025Q1: 94,820 shares; 2025Q2: 96,367 shares; 2025Q3: 110,390 shares; 2025Q4: 117,887 shares; 2026Q1: 121,851 shares 121,851 $2.96M 0.29% +3,964 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: 32,112 shares; 2024Q4: 32,654 shares; 2025Q1: 34,450 shares; 2025Q2: 34,081 shares; 2025Q3: 35,101 shares; 2025Q4: 32,061 shares; 2026Q1: 30,891 shares 30,891 $2.73M 0.27% -1,170 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: 5,393 shares; 2024Q4: 5,378 shares; 2025Q1: 5,011 shares; 2025Q2: 5,168 shares; 2025Q3: 5,129 shares; 2025Q4: 5,069 shares; 2026Q1: 9,375 shares 9,375 $2.69M 0.27% +4,306 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: 18,636 shares; 2024Q4: 19,001 shares; 2025Q1: 18,929 shares; 2025Q2: 18,802 shares; 2025Q3: 19,139 shares; 2025Q4: 17,660 shares; 2026Q1: 17,763 shares 17,763 $2.63M 0.26% +103 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: 7,418 shares; 2024Q4: 7,365 shares; 2025Q1: 8,112 shares; 2025Q2: 8,077 shares; 2025Q3: 8,321 shares; 2025Q4: 8,671 shares; 2026Q1: 9,007 shares 9,007 $2.59M 0.26% +336 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,738 shares; 2024Q4: 44,150 shares; 2025Q1: 44,778 shares; 2025Q2: 45,722 shares; 2025Q3: 47,152 shares; 2025Q4: 49,778 shares; 2026Q1: 51,324 shares 51,324 $2.56M 0.25% +1,546 Timeline SCHE 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: 68,862 shares; 2024Q4: 72,691 shares; 2025Q1: 72,604 shares; 2025Q2: 67,673 shares; 2025Q3: 68,882 shares; 2025Q4: 72,713 shares; 2026Q1: 77,492 shares 77,492 $2.55M 0.25% +4,779 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,677 shares; 2024Q4: 65,313 shares; 2025Q1: 64,863 shares; 2025Q2: 60,383 shares; 2025Q3: 57,531 shares; 2025Q4: 56,755 shares; 2026Q1: 52,474 shares 52,474 $2.5M 0.25% -4,281 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,346 shares; 2024Q4: 80,815 shares; 2025Q1: 81,168 shares; 2025Q2: 77,814 shares; 2025Q3: 76,404 shares; 2025Q4: 66,078 shares; 2026Q1: 57,122 shares 57,122 $2.43M 0.24% -8,956 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,699 shares; 2024Q4: 30,383 shares; 2025Q1: 30,641 shares; 2025Q2: 28,828 shares; 2025Q3: 28,606 shares; 2025Q4: 27,478 shares; 2026Q1: 24,019 shares 24,019 $2.23M 0.22% -3,459 Timeline FREL 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: 65,512 shares; 2024Q4: 66,346 shares; 2025Q1: 69,296 shares; 2025Q2: 71,751 shares; 2025Q3: 74,904 shares; 2025Q4: 76,579 shares; 2026Q1: 81,676 shares 81,676 $2.2M 0.22% +5,097 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 11,889 shares; 2025Q1: 11,660 shares; 2025Q2: 10,081 shares; 2025Q3: 9,838 shares; 2025Q4: 9,791 shares; 2026Q1: 9,750 shares 9,750 $2.13M 0.21% -41 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 12,593 shares; 2025Q1: 12,794 shares; 2025Q2: 14,453 shares; 2025Q3: 16,873 shares; 2025Q4: 21,402 shares; 2026Q1: 23,698 shares 23,698 $2.1M 0.21% +2,296 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,541 shares; 2024Q4: 35,072 shares; 2025Q1: 32,384 shares; 2025Q2: 31,805 shares; 2025Q3: 31,017 shares; 2025Q4: 24,934 shares; 2026Q1: 22,138 shares 22,138 $1.89M 0.19% -2,796 Timeline PWZ 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: 58,137 shares; 2024Q4: 60,665 shares; 2025Q1: 79,845 shares; 2025Q2: 62,801 shares; 2025Q3: 64,152 shares; 2025Q4: 69,375 shares; 2026Q1: 77,924 shares 77,924 $1.86M 0.18% +8,549 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: 9,919 shares; 2024Q4: 9,722 shares; 2025Q1: 9,635 shares; 2025Q2: 12,163 shares; 2025Q3: 11,661 shares; 2025Q4: 11,299 shares; 2026Q1: 10,656 shares 10,656 $1.81M 0.18% -643 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: 1,736 shares; 2024Q4: 1,741 shares; 2025Q1: 1,719 shares; 2025Q2: 1,867 shares; 2025Q3: 1,947 shares; 2025Q4: 1,869 shares; 2026Q1: 1,804 shares 1,804 $1.8M 0.18% -65 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: 79,207 shares; 2024Q4: 73,734 shares; 2025Q1: 55,665 shares; 2025Q2: 43,003 shares; 2025Q3: 41,097 shares; 2025Q4: 41,097 shares; 2026Q1: 39,623 shares 39,623 $1.75M 0.17% -1,474 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,489 shares; 2025Q3: 6,018 shares; 2025Q4: 5,942 shares; 2026Q1: 5,938 shares 5,938 $1.75M 0.17% -4 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: 46,425 shares; 2024Q4: 83,223 shares; 2025Q1: 76,321 shares; 2025Q2: 69,487 shares; 2025Q3: 69,589 shares; 2025Q4: 70,156 shares; 2026Q1: 71,991 shares 71,991 $1.67M 0.16% +1,835 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: 19,643 shares; 2024Q4: 79,827 shares; 2025Q1: 77,915 shares; 2025Q2: 85,906 shares; 2025Q3: 59,018 shares; 2025Q4: 59,172 shares; 2026Q1: 56,849 shares 56,849 $1.66M 0.16% -2,323 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: 4,011 shares; 2024Q4: 4,128 shares; 2025Q1: 4,198 shares; 2025Q2: 5,363 shares; 2025Q3: 5,790 shares; 2025Q4: 5,707 shares; 2026Q1: 6,070 shares 6,070 $1.59M 0.16% +363 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 20,170 shares; 2025Q1: 19,862 shares; 2025Q2: 19,070 shares; 2025Q3: 19,241 shares; 2025Q4: 19,630 shares; 2026Q1: 18,698 shares 18,698 $1.54M 0.15% -932 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: 20,693 shares; 2024Q4: 20,409 shares; 2025Q1: 20,579 shares; 2025Q2: 19,301 shares; 2025Q3: 18,806 shares; 2025Q4: 16,615 shares; 2026Q1: 14,563 shares 14,563 $1.38M 0.14% -2,052 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: 13,038 shares; 2024Q4: 12,639 shares; 2025Q1: 12,056 shares; 2025Q2: 11,615 shares; 2025Q3: 11,286 shares; 2025Q4: 9,668 shares; 2026Q1: 9,248 shares 9,248 $1.35M 0.13% -420 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,614 shares; 2025Q1: 2,409 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,138 shares; 2026Q1: 2,119 shares 2,119 $1.21M 0.12% -19 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: 5,017 shares; 2024Q4: 5,117 shares; 2025Q1: 5,062 shares; 2025Q2: 4,831 shares; 2025Q3: 4,850 shares; 2025Q4: 3,879 shares; 2026Q1: 3,674 shares 3,674 $1.21M 0.12% -205 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: 8,130 shares; 2024Q4: 8,040 shares; 2025Q1: 8,030 shares; 2025Q2: 7,995 shares; 2025Q3: 7,995 shares; 2025Q4: 7,770 shares; 2026Q1: 7,691 shares 7,691 $1.19M 0.12% -79 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 11,216 shares; 2025Q1: 11,217 shares; 2025Q2: 10,942 shares; 2025Q3: 10,976 shares; 2025Q4: 9,490 shares; 2026Q1: 9,577 shares 9,577 $1.19M 0.12% +87 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: 5,459 shares; 2024Q4: 5,443 shares; 2025Q1: 5,444 shares; 2025Q2: 5,650 shares; 2025Q3: 5,542 shares; 2025Q4: 5,501 shares; 2026Q1: 5,456 shares 5,456 $1.15M 0.11% -45 Timeline DFCA 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: 17,705 shares; 2025Q3: 21,850 shares; 2025Q4: 22,124 shares; 2026Q1: 22,852 shares 22,852 $1.14M 0.11% +728 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: 16,182 shares; 2024Q4: 14,358 shares; 2025Q1: 20,603 shares; 2025Q2: 14,806 shares; 2025Q3: 13,760 shares; 2025Q4: 11,883 shares; 2026Q1: 13,757 shares 13,757 $1.1M 0.11% +1,874 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: 18,228 shares; 2024Q4: 18,898 shares; 2025Q1: 18,841 shares; 2025Q2: 18,960 shares; 2025Q3: 20,270 shares; 2025Q4: 21,794 shares; 2026Q1: 22,489 shares 22,489 $1.06M 0.1% +695 Timeline SPLV 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: 14,371 shares; 2024Q4: 14,304 shares; 2025Q1: 14,324 shares; 2025Q2: 14,337 shares; 2025Q3: 14,286 shares; 2025Q4: 14,300 shares; 2026Q1: 14,241 shares 14,241 $1.04M 0.1% -59 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $1.03M 0.1% 0 Timeline VSGX 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: 6,890 shares; 2024Q4: 6,925 shares; 2025Q1: 6,997 shares; 2025Q2: 7,038 shares; 2025Q3: 12,250 shares; 2025Q4: 13,956 shares; 2026Q1: 14,340 shares 14,340 $1.03M 0.1% +384 Timeline SLYV 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: 15,385 shares; 2024Q4: 15,360 shares; 2025Q1: 14,729 shares; 2025Q2: 14,922 shares; 2025Q3: 13,886 shares; 2025Q4: 12,799 shares; 2026Q1: 10,875 shares 10,875 $1.03M 0.1% -1,924 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: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares; 2026Q1: 4,810 shares 4,810 $1.03M 0.1% -250 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: 30,198 shares; 2024Q4: 32,995 shares; 2025Q1: 34,724 shares; 2025Q2: 31,869 shares; 2025Q3: 32,409 shares; 2025Q4: 34,402 shares; 2026Q1: 33,673 shares 33,673 $1.02M 0.1% -729 Timeline PRF 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: 19,646 shares; 2024Q4: 19,576 shares; 2025Q1: 19,611 shares; 2025Q2: 18,834 shares; 2025Q3: 18,860 shares; 2025Q4: 18,380 shares; 2026Q1: 21,131 shares 21,131 $1M 0.1% +2,751 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: 8,830 shares; 2024Q4: 26,497 shares; 2025Q1: 24,687 shares; 2025Q2: 31,756 shares; 2025Q3: 31,959 shares; 2025Q4: 31,968 shares; 2026Q1: 32,223 shares 32,223 $983K 0.1% +255 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: 2,904 shares; 2024Q4: 2,853 shares; 2025Q1: 2,831 shares; 2025Q2: 2,807 shares; 2025Q3: 3,019 shares; 2025Q4: 2,869 shares; 2026Q1: 2,896 shares 2,896 $979K 0.1% +27 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,092 shares; 2025Q1: 4,846 shares; 2025Q2: 4,402 shares; 2025Q3: 5,127 shares; 2025Q4: 4,671 shares; 2026Q1: 4,718 shares 4,718 $976K 0.1% +47 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: 5,589 shares; 2024Q4: 5,564 shares; 2025Q1: 5,371 shares; 2025Q2: 5,106 shares; 2025Q3: 4,989 shares; 2025Q4: 4,692 shares; 2026Q1: 4,456 shares 4,456 $969K 0.1% -236 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,132 shares; 2025Q1: 9,842 shares; 2025Q2: 8,795 shares; 2025Q3: 6,988 shares; 2025Q4: 6,915 shares; 2026Q1: 6,494 shares 6,494 $952K 0.09% -421 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: 14,123 shares; 2024Q4: 13,312 shares; 2025Q1: 13,226 shares; 2025Q2: 10,925 shares; 2025Q3: 8,779 shares; 2025Q4: 8,442 shares; 2026Q1: 8,464 shares 8,464 $898K 0.09% +22 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: 3,878 shares; 2024Q4: 3,762 shares; 2025Q1: 3,437 shares; 2025Q2: 3,168 shares; 2025Q3: 3,897 shares; 2025Q4: 3,648 shares; 2026Q1: 3,655 shares 3,655 $893K 0.09% +7 Timeline SCHY 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: 40,412 shares; 2024Q4: 39,149 shares; 2025Q1: 39,324 shares; 2025Q2: 34,620 shares; 2025Q3: 28,070 shares; 2025Q4: 28,170 shares; 2026Q1: 28,016 shares 28,016 $887K 0.09% -154 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 834 shares; 2025Q1: 812 shares; 2025Q2: 764 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 956 shares 956 $879K 0.09% -62 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 12,310 shares; 2025Q1: 14,810 shares; 2025Q2: 15,025 shares; 2025Q3: 16,025 shares; 2025Q4: 20,665 shares; 2026Q1: 20,665 shares 20,665 $878K 0.09% 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: 1,752 shares; 2024Q4: 1,631 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,551 shares; 2025Q4: 1,472 shares; 2026Q1: 1,822 shares 1,822 $844K 0.08% +350 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: 13,867 shares; 2024Q4: 13,883 shares; 2025Q1: 13,883 shares; 2025Q2: 14,538 shares; 2025Q3: 15,775 shares; 2025Q4: 14,952 shares; 2026Q1: 14,737 shares 14,737 $837K 0.08% -215 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 8,767 shares; 2025Q1: 8,843 shares; 2025Q2: 7,705 shares; 2025Q3: 7,870 shares; 2025Q4: 8,069 shares; 2026Q1: 8,382 shares 8,382 $832K 0.08% +313 Timeline ESGV 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: 5,059 shares; 2024Q4: 5,062 shares; 2025Q1: 5,066 shares; 2025Q2: 4,949 shares; 2025Q3: 7,142 shares; 2025Q4: 6,943 shares; 2026Q1: 7,250 shares 7,250 $814K 0.08% +307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,149 shares 10,149 $812K 0.08% new 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: 7,759 shares; 2024Q4: 7,810 shares; 2025Q1: 7,044 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares; 2025Q4: 13,096 shares; 2026Q1: 13,096 shares 13,096 $802K 0.08% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,536 shares; 2026Q1: 17,085 shares 17,085 $801K 0.08% +11,549 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: 5,384 shares; 2024Q4: 5,510 shares; 2025Q1: 5,350 shares; 2025Q2: 4,507 shares; 2025Q3: 2,182 shares; 2025Q4: 2,134 shares; 2026Q1: 2,057 shares 2,057 $789K 0.08% -77 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: 5,036 shares; 2024Q4: 5,057 shares; 2025Q1: 5,029 shares; 2025Q2: 5,031 shares; 2025Q3: 5,034 shares; 2025Q4: 5,037 shares; 2026Q1: 5,014 shares 5,014 $759K 0.07% -23 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: 6,277 shares; 2024Q4: 6,277 shares; 2025Q1: 6,265 shares; 2025Q2: 6,265 shares; 2025Q3: 9,947 shares; 2025Q4: 9,410 shares; 2026Q1: 9,410 shares 9,410 $730K 0.07% 0 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,752 shares; 2024Q4: 23,274 shares; 2025Q1: 18,395 shares; 2025Q2: 15,296 shares; 2025Q3: 16,314 shares; 2025Q4: 22,690 shares; 2026Q1: 25,880 shares 25,880 $728K 0.07% +3,190 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: 927 shares; 2024Q4: 867 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 1,079 shares; 2025Q4: 1,008 shares; 2026Q1: 1,023 shares 1,023 $725K 0.07% +15 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,517 shares; 2025Q1: 7,170 shares; 2025Q2: 7,257 shares; 2025Q3: 7,437 shares; 2025Q4: 7,517 shares; 2026Q1: 7,568 shares 7,568 $724K 0.07% +51 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 11,273 shares; 2025Q1: 10,793 shares; 2025Q2: 17,001 shares; 2025Q3: 17,128 shares; 2025Q4: 15,462 shares; 2026Q1: 14,302 shares 14,302 $724K 0.07% -1,160 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: 1,913 shares; 2024Q4: 2,016 shares; 2025Q1: 2,393 shares; 2025Q2: 2,383 shares; 2025Q3: 5,272 shares; 2025Q4: 5,105 shares; 2026Q1: 5,108 shares 5,108 $722K 0.07% +3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,153 shares; 2025Q1: 1,972 shares; 2025Q2: 1,974 shares; 2025Q3: 3,044 shares; 2025Q4: 2,884 shares; 2026Q1: 2,955 shares 2,955 $716K 0.07% +71 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: 1,719 shares; 2024Q4: 2,015 shares; 2025Q1: 2,016 shares; 2025Q2: 1,891 shares; 2025Q3: 1,942 shares; 2025Q4: 1,752 shares; 2026Q1: 1,658 shares 1,658 $707K 0.07% -94 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: 8,701 shares; 2024Q4: 8,609 shares; 2025Q1: 3,561 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,331 shares; 2026Q1: 1,875 shares 1,875 $697K 0.07% -456 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,282 shares; 2025Q2: 2,589 shares; 2025Q3: 2,484 shares; 2025Q4: 2,319 shares; 2026Q1: 2,289 shares 2,289 $692K 0.07% -30 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: 4,485 shares; 2024Q4: 4,430 shares; 2025Q1: 4,291 shares; 2025Q2: 4,291 shares; 2025Q3: 4,735 shares; 2025Q4: 4,720 shares; 2026Q1: 4,670 shares 4,670 $687K 0.07% -50 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,709 shares; 2025Q1: 4,722 shares; 2025Q2: 5,040 shares; 2025Q3: 5,130 shares; 2025Q4: 5,127 shares; 2026Q1: 5,133 shares 5,133 $680K 0.07% +6 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 6,636 shares; 2025Q1: 6,716 shares; 2025Q2: 6,551 shares; 2025Q3: 6,408 shares; 2025Q4: 6,471 shares; 2026Q1: 6,508 shares 6,508 $673K 0.07% +37 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: 1,384 shares; 2024Q4: 6,589 shares; 2025Q1: 6,591 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares; 2025Q4: 5,362 shares; 2026Q1: 3,602 shares 3,602 $672K 0.07% -1,760 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: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,279 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 1,980 shares; 2026Q1: 2,006 shares 2,006 $659K 0.07% +26 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,279 shares; 2025Q1: 2,254 shares; 2025Q2: 2,358 shares; 2025Q3: 2,298 shares; 2025Q4: 2,178 shares; 2026Q1: 2,021 shares 2,021 $628K 0.06% -157 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 14,039 shares; 2025Q1: 14,042 shares; 2025Q2: 15,093 shares; 2025Q3: 15,817 shares; 2025Q4: 15,573 shares; 2026Q1: 19,239 shares 19,239 $624K 0.06% +3,666 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,617 shares; 2024Q4: 20,590 shares; 2025Q1: 14,688 shares; 2025Q2: 12,842 shares; 2025Q3: 11,007 shares; 2025Q4: 10,956 shares; 2026Q1: 7,067 shares 7,067 $613K 0.06% -3,889 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: 18,739 shares; 2024Q4: 19,161 shares; 2025Q1: 20,386 shares; 2025Q2: 14,675 shares; 2025Q3: 13,114 shares; 2025Q4: 13,272 shares; 2026Q1: 12,114 shares 12,114 $604K 0.06% -1,158 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,333 shares; 2025Q1: 4,117 shares; 2025Q2: 3,297 shares; 2025Q3: 3,822 shares; 2025Q4: 4,356 shares; 2026Q1: 4,144 shares 4,144 $599K 0.06% -212 Timeline SCHH 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: 23,054 shares; 2024Q4: 23,718 shares; 2025Q1: 23,317 shares; 2025Q2: 24,169 shares; 2025Q3: 24,164 shares; 2025Q4: 25,115 shares; 2026Q1: 27,589 shares 27,589 $593K 0.06% +2,474 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: 7,754 shares; 2024Q4: 7,951 shares; 2025Q1: 8,792 shares; 2025Q2: 13,237 shares; 2025Q3: 12,887 shares; 2025Q4: 11,709 shares; 2026Q1: 11,709 shares 11,709 $585K 0.06% 0 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: 6,398 shares; 2024Q4: 5,590 shares; 2025Q1: 5,472 shares; 2025Q2: 5,332 shares; 2025Q3: 8,630 shares; 2025Q4: 9,280 shares; 2026Q1: 7,916 shares 7,916 $583K 0.06% -1,364 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: 874 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 6,020 shares; 2026Q1: 6,020 shares 6,020 $579K 0.06% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,149 shares; 2025Q2: 7,203 shares; 2025Q3: 7,719 shares; 2025Q4: 7,754 shares; 2026Q1: 11,772 shares 11,772 $576K 0.06% +4,018 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: 392 shares; 2025Q3: 582 shares; 2025Q4: 657 shares; 2026Q1: 647 shares 647 $565K 0.06% -10 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,139 shares; 2025Q3: 6,411 shares; 2025Q4: 6,768 shares; 2026Q1: 7,135 shares 7,135 $550K 0.05% +367 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $544K 0.05% 0 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: 3,186 shares; 2024Q4: 3,075 shares; 2025Q1: 2,640 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,662 shares; 2026Q1: 2,587 shares 2,587 $526K 0.05% -75 Timeline JPIN 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: 7,779 shares; 2024Q4: 7,839 shares; 2025Q1: 7,608 shares; 2025Q2: 7,610 shares; 2025Q3: 7,593 shares; 2025Q4: 7,527 shares; 2026Q1: 7,369 shares 7,369 $525K 0.05% -158 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,621 shares; 2025Q3: 4,838 shares; 2025Q4: 4,867 shares; 2026Q1: 4,867 shares 4,867 $505K 0.05% 0 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: 2,198 shares; 2024Q4: 2,438 shares; 2025Q1: 2,443 shares; 2025Q2: 2,347 shares; 2025Q3: 2,512 shares; 2025Q4: 2,470 shares; 2026Q1: 2,333 shares 2,333 $498K 0.05% -137 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: 2,857 shares; 2024Q4: 2,945 shares; 2025Q1: 2,947 shares; 2025Q2: 2,756 shares; 2025Q3: 2,729 shares; 2025Q4: 2,665 shares; 2026Q1: 2,660 shares 2,660 $490K 0.05% -5 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,718 shares; 2025Q1: 2,735 shares; 2025Q2: 3,579 shares; 2025Q3: 3,987 shares; 2025Q4: 3,801 shares; 2026Q1: 3,610 shares 3,610 $490K 0.05% -191 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: 3,766 shares; 2024Q4: 3,963 shares; 2025Q1: 3,964 shares; 2025Q2: 3,628 shares; 2025Q3: 3,530 shares; 2025Q4: 3,410 shares; 2026Q1: 3,395 shares 3,395 $484K 0.05% -15 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,415 shares; 2025Q2: 1,460 shares; 2025Q3: 1,568 shares; 2025Q4: 1,494 shares; 2026Q1: 1,559 shares 1,559 $483K 0.05% +65 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: 3,795 shares; 2024Q4: 3,647 shares; 2025Q1: 3,647 shares; 2025Q2: 3,632 shares; 2025Q3: 3,674 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares 3,671 $470K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,531 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares 1,335 $458K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $450K 0.04% 0 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: 1,633 shares; 2025Q2: 1,788 shares; 2025Q3: 2,328 shares; 2025Q4: 2,278 shares; 2026Q1: 2,332 shares 2,332 $450K 0.04% +54 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,183 shares; 2026Q1: 3,197 shares 3,197 $435K 0.04% +14 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: 1,834 shares; 2024Q4: 1,804 shares; 2025Q1: 1,809 shares; 2025Q2: 1,995 shares; 2025Q3: 1,994 shares; 2025Q4: 1,996 shares; 2026Q1: 1,995 shares 1,995 $433K 0.04% -1 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,897 shares; 2026Q1: 4,073 shares 4,073 $408K 0.04% +176 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,362 shares; 2024Q4: 8,582 shares; 2025Q1: 8,787 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 8,338 shares; 2026Q1: 8,313 shares 8,313 $385K 0.04% -25 Timeline XLB 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: 3,896 shares; 2024Q4: 3,896 shares; 2025Q1: 3,796 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 7,050 shares; 2026Q1: 7,496 shares 7,496 $375K 0.04% +446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,881 shares; 2025Q4: 7,881 shares; 2026Q1: 8,213 shares 8,213 $374K 0.04% +332 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,822 shares; 2025Q3: 4,822 shares; 2025Q4: 4,847 shares; 2026Q1: 4,847 shares 4,847 $371K 0.04% 0 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: not reported; 2024Q4: 2,690 shares; 2025Q1: 2,862 shares; 2025Q2: 2,560 shares; 2025Q3: 3,831 shares; 2025Q4: 3,704 shares; 2026Q1: 4,731 shares 4,731 $371K 0.04% +1,027 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: 975 shares; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,048 shares 1,048 $369K 0.04% -16 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,161 shares; 2024Q4: 17,235 shares; 2025Q1: 15,257 shares; 2025Q2: 13,500 shares; 2025Q3: 9,750 shares; 2025Q4: not reported; 2026Q1: 5,900 shares 5,900 $367K 0.04% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,949 shares; 2024Q4: 16,949 shares; 2025Q1: 16,949 shares; 2025Q2: 8,843 shares; 2025Q3: 6,096 shares; 2025Q4: 5,818 shares; 2026Q1: 13,103 shares 13,103 $358K 0.04% +7,285 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,229 shares; 2025Q3: 1,339 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares 1,279 $357K 0.04% 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 2,750 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,300 shares 1,300 $356K 0.04% -50 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: 7,675 shares; 2024Q4: 7,690 shares; 2025Q1: 7,706 shares; 2025Q2: 7,550 shares; 2025Q3: 7,514 shares; 2025Q4: 7,226 shares; 2026Q1: 7,242 shares 7,242 $353K 0.03% +16 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,654 shares 2,654 $348K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 2,494 shares; 2025Q1: 2,466 shares; 2025Q2: 1,708 shares; 2025Q3: 2,548 shares; 2025Q4: 2,723 shares; 2026Q1: 2,168 shares 2,168 $348K 0.03% -555 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,505 shares; 2025Q3: 1,950 shares; 2025Q4: 1,535 shares; 2026Q1: 1,532 shares 1,532 $346K 0.03% -3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,840 shares; 2025Q2: 2,883 shares; 2025Q3: 2,871 shares; 2025Q4: 2,493 shares; 2026Q1: 2,443 shares 2,443 $341K 0.03% -50 Timeline WOOD 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: 6,595 shares; 2024Q4: 6,598 shares; 2025Q1: 6,598 shares; 2025Q2: 6,137 shares; 2025Q3: 4,908 shares; 2025Q4: 4,837 shares; 2026Q1: 4,787 shares 4,787 $340K 0.03% -50 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 7,217 shares; 2025Q1: 7,217 shares; 2025Q2: 7,045 shares; 2025Q3: 7,090 shares; 2025Q4: 7,090 shares; 2026Q1: 7,157 shares 7,157 $336K 0.03% +67 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,410 shares; 2025Q4: 3,410 shares; 2026Q1: 3,510 shares 3,510 $336K 0.03% +100 Timeline OZEM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,531 shares; 2025Q2: 10,531 shares; 2025Q3: 10,531 shares; 2025Q4: 10,531 shares; 2026Q1: 10,531 shares 10,531 $329K 0.03% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $328K 0.03% 0 Timeline JPEF 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: 9,052 shares; 2025Q1: 7,976 shares; 2025Q2: 4,596 shares; 2025Q3: 4,519 shares; 2025Q4: 4,366 shares; 2026Q1: 4,563 shares 4,563 $328K 0.03% +197 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 747 shares; 2025Q2: 774 shares; 2025Q3: 750 shares; 2025Q4: 761 shares; 2026Q1: 816 shares 816 $319K 0.03% +55 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 1,001 shares 1,001 $313K 0.03% +146 Timeline ESIX 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: 8,563 shares; 2025Q4: 9,682 shares; 2026Q1: 9,755 shares 9,755 $310K 0.03% +73 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,367 shares; 2024Q4: 19,367 shares; 2025Q1: 19,930 shares; 2025Q2: 19,175 shares; 2025Q3: 11,438 shares; 2025Q4: 11,839 shares; 2026Q1: 9,205 shares 9,205 $309K 0.03% -2,634 Timeline SPEU 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: 9,457 shares; 2024Q4: 7,524 shares; 2025Q1: 6,328 shares; 2025Q2: 13,586 shares; 2025Q3: 12,967 shares; 2025Q4: 12,582 shares; 2026Q1: 5,982 shares 5,982 $307K 0.03% -6,600 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 7,926 shares; 2025Q1: 9,076 shares; 2025Q2: 7,253 shares; 2025Q3: 6,926 shares; 2025Q4: 5,538 shares; 2026Q1: 5,125 shares 5,125 $306K 0.03% -413 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: 5,332 shares; 2024Q4: 5,482 shares; 2025Q1: 5,482 shares; 2025Q2: 5,482 shares; 2025Q3: 5,482 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares 5,394 $306K 0.03% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,407 shares; 2024Q4: 14,107 shares; 2025Q1: 13,932 shares; 2025Q2: 13,932 shares; 2025Q3: 13,582 shares; 2025Q4: 13,532 shares; 2026Q1: 13,532 shares 13,532 $305K 0.03% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,691 shares; 2024Q4: 32,978 shares; 2025Q1: 33,674 shares; 2025Q2: 14,852 shares; 2025Q3: 11,318 shares; 2025Q4: 10,353 shares; 2026Q1: 10,146 shares 10,146 $299K 0.03% -207 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: 407 shares; 2025Q1: 299 shares; 2025Q2: 329 shares; 2025Q3: 364 shares; 2025Q4: 329 shares; 2026Q1: 309 shares 309 $297K 0.03% -20 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: 2,111 shares; 2024Q4: 2,111 shares; 2025Q1: 1,741 shares; 2025Q2: 1,543 shares; 2025Q3: 1,472 shares; 2025Q4: 1,436 shares; 2026Q1: 1,172 shares 1,172 $285K 0.03% -264 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: 3,171 shares; 2024Q4: 3,035 shares; 2025Q1: 3,186 shares; 2025Q2: 3,632 shares; 2025Q3: 3,306 shares; 2025Q4: 3,211 shares; 2026Q1: 2,922 shares 2,922 $282K 0.03% -289 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: 3,578 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,517 shares; 2025Q4: 3,077 shares; 2026Q1: 2,717 shares 2,717 $279K 0.03% -360 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,017 shares; 2024Q4: 40,017 shares; 2025Q1: 40,017 shares; 2025Q2: 33,747 shares; 2025Q3: 29,114 shares; 2025Q4: 29,114 shares; 2026Q1: 29,114 shares 29,114 $278K 0.03% 0 Timeline SCHI 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: 12,000 shares 12,000 $272K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,049 shares; 2024Q4: 26,000 shares; 2025Q1: 27,758 shares; 2025Q2: 27,551 shares; 2025Q3: 25,856 shares; 2025Q4: 23,474 shares; 2026Q1: 23,512 shares 23,512 $271K 0.03% +38 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: 18,854 shares; 2024Q4: 17,631 shares; 2025Q1: 17,418 shares; 2025Q2: 15,325 shares; 2025Q3: 14,963 shares; 2025Q4: 15,161 shares; 2026Q1: 15,233 shares 15,233 $270K 0.03% +72 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,248 shares; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: not reported; 2026Q1: 4,148 shares 4,148 $269K 0.03% new Timeline XJH 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: 5,808 shares; 2025Q4: 5,819 shares; 2026Q1: 5,796 shares 5,796 $263K 0.03% -23 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: 3,839 shares; 2024Q4: 3,761 shares; 2025Q1: 3,983 shares; 2025Q2: 3,109 shares; 2025Q3: 3,059 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares 2,910 $261K 0.03% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,231 shares; 2025Q4: 9,231 shares; 2026Q1: 10,156 shares 10,156 $260K 0.03% +925 Timeline VOOV 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: 1,250 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 $255K 0.03% 0 Timeline SUSL 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: 2,305 shares; 2024Q4: 2,313 shares; 2025Q1: 2,319 shares; 2025Q2: 2,325 shares; 2025Q3: 2,297 shares; 2025Q4: 2,223 shares; 2026Q1: 2,229 shares 2,229 $253K 0.02% +6 Timeline RSPT 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: 6,364 shares; 2024Q4: 6,747 shares; 2025Q1: 6,151 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,592 shares 5,592 $253K 0.02% new Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675 shares 2,675 $252K 0.02% new 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: 5,100 shares; 2024Q4: 3,811 shares; 2025Q1: 3,604 shares; 2025Q2: 3,250 shares; 2025Q3: 3,251 shares; 2025Q4: 3,146 shares; 2026Q1: 2,680 shares 2,680 $252K 0.02% -466 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares; 2026Q1: 2,818 shares 2,818 $248K 0.02% 0 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: 4,630 shares; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,459 shares; 2026Q1: 4,459 shares 4,459 $248K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 2,276 shares; 2025Q1: 2,871 shares; 2025Q2: 1,949 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,275 shares 1,275 $245K 0.02% -385 Timeline EAOR 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: 6,977 shares; 2025Q4: 6,991 shares; 2026Q1: 6,990 shares 6,990 $243K 0.02% -1 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,321 shares 6,321 $242K 0.02% new Timeline EEMA 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: 3,204 shares; 2024Q4: 3,227 shares; 2025Q1: 3,284 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 2,969 shares; 2026Q1: 2,485 shares 2,485 $238K 0.02% -484 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: 2,586 shares; 2024Q4: 2,595 shares; 2025Q1: 2,600 shares; 2025Q2: 3,095 shares; 2025Q3: 3,078 shares; 2025Q4: 3,088 shares; 2026Q1: 2,985 shares 2,985 $237K 0.02% -103 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,888 shares; 2025Q4: 1,888 shares; 2026Q1: 1,888 shares 1,888 $236K 0.02% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 2,178 shares; 2025Q4: 2,178 shares; 2026Q1: 2,178 shares 2,178 $232K 0.02% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares 1,026 $231K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $231K 0.02% 0 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly 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: 4,368 shares 4,368 $225K 0.02% new 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: 4,047 shares; 2024Q4: 4,266 shares; 2025Q1: 4,972 shares; 2025Q2: 4,543 shares; 2025Q3: 3,789 shares; 2025Q4: 3,685 shares; 2026Q1: 3,836 shares 3,836 $225K 0.02% +151 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: 906 shares; 2024Q4: 906 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 858 shares; 2026Q1: 808 shares 808 $220K 0.02% -50 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: not reported; 2025Q3: 748 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $220K 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,727 shares; 2026Q1: 4,729 shares 4,729 $215K 0.02% +2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,176 shares; 2025Q1: 1,131 shares; 2025Q2: 1,075 shares; 2025Q3: 919 shares; 2025Q4: 1,750 shares; 2026Q1: 1,958 shares 1,958 $213K 0.02% +208 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,390 shares 1,390 $212K 0.02% 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: 347 shares 347 $210K 0.02% new Timeline SMBS 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: 8,000 shares 8,000 $204K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $203K 0.02% 0 Timeline