IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,373 shares; 2024Q4: 389,481 shares; 2025Q1: 390,148 shares; 2025Q2: 408,133 shares; 2025Q3: 392,985 shares; 2025Q4: 401,259 shares; 2026Q1: 410,554 shares 410,554 $63.7M 10.16% +9,295 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 658,820 shares; 2025Q2: 663,631 shares; 2025Q3: 735,446 shares; 2025Q4: 811,527 shares; 2026Q1: 861,802 shares 861,802 $44.8M 7.14% +50,275 Timeline FMDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,097 shares; 2025Q3: 9,241 shares; 2025Q4: 9,415 shares; 2026Q1: 1,226,135 shares 1,226,135 $44.1M 7.03% +1,216,720 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458,924 shares; 2025Q2: 488,773 shares; 2025Q3: 565,689 shares; 2025Q4: 591,085 shares; 2026Q1: 609,740 shares 609,740 $35.5M 5.66% +18,655 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,756 shares; 2024Q4: 147,776 shares; 2025Q1: 164,959 shares; 2025Q2: 160,206 shares; 2025Q3: 226,073 shares; 2025Q4: 374,374 shares; 2026Q1: 1,603,758 shares 1,603,758 $34.9M 5.57% +1,229,384 Timeline IUSV 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: 238,390 shares; 2024Q4: 241,203 shares; 2025Q1: 280,961 shares; 2025Q2: 287,645 shares; 2025Q3: 298,779 shares; 2025Q4: 311,949 shares; 2026Q1: 312,125 shares 312,125 $31.9M 5.09% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 619,085 shares 619,085 $26.3M 4.2% new 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: 29,688 shares; 2024Q4: 30,460 shares; 2025Q1: 31,670 shares; 2025Q2: 33,592 shares; 2025Q3: 33,645 shares; 2025Q4: 34,651 shares; 2026Q1: 35,847 shares 35,847 $23.4M 3.73% +1,196 Timeline SMLF 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: 303,766 shares; 2026Q1: 304,934 shares 304,934 $23M 3.67% +1,168 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: 8,911 shares; 2024Q4: 9,488 shares; 2025Q1: 11,859 shares; 2025Q2: 15,598 shares; 2025Q3: 15,949 shares; 2025Q4: 16,883 shares; 2026Q1: 91,046 shares 91,046 $21.6M 3.45% +74,163 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844,149 shares; 2024Q4: 894,675 shares; 2025Q1: 612,026 shares; 2025Q2: 616,732 shares; 2025Q3: 632,534 shares; 2025Q4: 647,554 shares; 2026Q1: 266,466 shares 266,466 $18.7M 2.98% -381,088 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: 40,194 shares; 2024Q4: 40,096 shares; 2025Q1: 40,191 shares; 2025Q2: 40,245 shares; 2025Q3: 41,345 shares; 2025Q4: 50,344 shares; 2026Q1: 53,870 shares 53,870 $13.7M 2.18% +3,526 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: 185,471 shares; 2024Q4: 187,028 shares; 2025Q1: 189,788 shares; 2025Q2: 190,126 shares; 2025Q3: 191,615 shares; 2025Q4: 193,848 shares; 2026Q1: 191,867 shares 191,867 $13M 2.07% -1,981 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: 18,829 shares; 2024Q4: 17,636 shares; 2025Q1: 17,462 shares; 2025Q2: 17,743 shares; 2025Q3: 17,909 shares; 2025Q4: 19,003 shares; 2026Q1: 18,208 shares 18,208 $10.5M 1.68% -795 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: 159,051 shares; 2024Q4: 499,527 shares; 2025Q1: 530,443 shares; 2025Q2: 515,735 shares; 2025Q3: 530,124 shares; 2025Q4: 369,116 shares; 2026Q1: 378,312 shares 378,312 $9.5M 1.51% +9,196 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: 93,993 shares; 2024Q4: 91,970 shares; 2025Q1: 92,300 shares; 2025Q2: 95,732 shares; 2025Q3: 97,063 shares; 2025Q4: 98,072 shares; 2026Q1: 99,343 shares 99,343 $8.61M 1.37% +1,271 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: 52,223 shares; 2024Q4: 52,051 shares; 2025Q1: 215,704 shares; 2025Q2: 245,107 shares; 2025Q3: 245,870 shares; 2025Q4: 61,232 shares; 2026Q1: 60,947 shares 60,947 $7.58M 1.21% -285 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: 18,523 shares; 2024Q4: 18,384 shares; 2025Q1: 18,486 shares; 2025Q2: 18,315 shares; 2025Q3: 18,310 shares; 2025Q4: 18,403 shares; 2026Q1: 19,222 shares 19,222 $7.12M 1.13% +819 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: 9,450 shares; 2024Q4: 9,444 shares; 2025Q1: 9,446 shares; 2025Q2: 9,359 shares; 2025Q3: 9,164 shares; 2025Q4: 9,172 shares; 2026Q1: 9,430 shares 9,430 $6.13M 0.98% +258 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: 22,943 shares; 2024Q4: 22,745 shares; 2025Q1: 23,304 shares; 2025Q2: 23,775 shares; 2025Q3: 24,450 shares; 2025Q4: 26,770 shares; 2026Q1: 27,791 shares 27,791 $5.98M 0.95% +1,021 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,140 shares; 2024Q4: 134,917 shares; 2025Q1: 122,731 shares; 2025Q2: 133,676 shares; 2025Q3: 108,762 shares; 2025Q4: 111,743 shares; 2026Q1: 109,810 shares 109,810 $5.01M 0.8% -1,933 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: 27,144 shares; 2024Q4: 94,277 shares; 2025Q1: 99,008 shares; 2025Q2: 108,419 shares; 2025Q3: 113,525 shares; 2025Q4: 194,374 shares; 2026Q1: 201,972 shares 201,972 $5M 0.8% +7,598 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,232 shares; 2024Q4: 14,865 shares; 2025Q1: 14,869 shares; 2025Q2: 12,554 shares; 2025Q3: 12,608 shares; 2025Q4: 15,081 shares; 2026Q1: 16,528 shares 16,528 $4.75M 0.76% +1,447 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: 18,205 shares; 2024Q4: 18,525 shares; 2025Q1: 20,289 shares; 2025Q2: 18,480 shares; 2025Q3: 18,320 shares; 2025Q4: 21,720 shares; 2026Q1: 26,532 shares 26,532 $4.63M 0.74% +4,812 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: 20,500 shares; 2024Q4: 19,717 shares; 2025Q1: 20,092 shares; 2025Q2: 19,849 shares; 2025Q3: 19,849 shares; 2025Q4: 19,713 shares; 2026Q1: 21,788 shares 21,788 $4.54M 0.72% +2,075 Timeline BOXX 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: 9,841 shares; 2024Q4: 8,202 shares; 2025Q1: 16,778 shares; 2025Q2: 21,952 shares; 2025Q3: 30,936 shares; 2025Q4: 35,764 shares; 2026Q1: 38,786 shares 38,786 $4.51M 0.72% +3,022 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: 19,263 shares; 2024Q4: 83,239 shares; 2025Q1: 86,825 shares; 2025Q2: 76,113 shares; 2025Q3: 76,626 shares; 2025Q4: 133,405 shares; 2026Q1: 138,994 shares 138,994 $4.05M 0.65% +5,589 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: 235,714 shares; 2024Q4: 242,137 shares; 2025Q1: 231,032 shares; 2025Q2: 249,908 shares; 2025Q3: 236,096 shares; 2025Q4: 234,437 shares; 2026Q1: 47,552 shares 47,552 $4.04M 0.64% -186,885 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: 8,302 shares; 2024Q4: 8,249 shares; 2025Q1: 8,488 shares; 2025Q2: 9,002 shares; 2025Q3: 8,825 shares; 2025Q4: 8,924 shares; 2026Q1: 9,189 shares 9,189 $4.01M 0.64% +265 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: 2,231 shares; 2024Q4: 2,218 shares; 2025Q1: 2,221 shares; 2025Q2: 2,609 shares; 2025Q3: 5,844 shares; 2025Q4: 6,137 shares; 2026Q1: 6,654 shares 6,654 $3.98M 0.63% +517 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: 44,683 shares; 2024Q4: 45,255 shares; 2025Q1: 41,858 shares; 2025Q2: 40,838 shares; 2025Q3: 40,640 shares; 2025Q4: 40,143 shares; 2026Q1: 41,085 shares 41,085 $3.92M 0.63% +942 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: 42,792 shares; 2024Q4: 41,675 shares; 2025Q1: 39,099 shares; 2025Q2: 37,760 shares; 2025Q3: 38,189 shares; 2025Q4: 38,769 shares; 2026Q1: 38,952 shares 38,952 $3.53M 0.56% +183 Timeline ILCV 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: 37,478 shares; 2024Q4: 38,444 shares; 2025Q1: 35,098 shares; 2025Q2: 34,267 shares; 2025Q3: 34,392 shares; 2025Q4: 34,728 shares; 2026Q1: 35,064 shares 35,064 $3.27M 0.52% +336 Timeline FENI 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: 13,054 shares; 2024Q4: 19,222 shares; 2025Q1: 25,672 shares; 2025Q2: 59,747 shares; 2025Q3: 61,206 shares; 2025Q4: 71,652 shares; 2026Q1: 87,170 shares 87,170 $3.24M 0.52% +15,518 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: 27,568 shares; 2024Q4: 27,430 shares; 2025Q1: 27,553 shares; 2025Q2: 23,603 shares; 2025Q3: 22,235 shares; 2025Q4: 16,366 shares; 2026Q1: 16,116 shares 16,116 $3.09M 0.49% -250 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: 4,736 shares; 2024Q4: 5,197 shares; 2025Q1: 5,353 shares; 2025Q2: 5,377 shares; 2025Q3: 5,344 shares; 2025Q4: 6,115 shares; 2026Q1: 7,187 shares 7,187 $3.09M 0.49% +1,072 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: 3,617 shares; 2024Q4: 4,317 shares; 2025Q1: 4,404 shares; 2025Q2: 4,548 shares; 2025Q3: 3,765 shares; 2025Q4: 6,046 shares; 2026Q1: 6,370 shares 6,370 $3.05M 0.49% +324 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 15,340 shares; 2025Q1: 24,358 shares; 2025Q2: 28,186 shares; 2025Q3: 38,490 shares; 2025Q4: 35,592 shares; 2026Q1: 59,038 shares 59,038 $2.99M 0.48% +23,446 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 7,765 shares; 2025Q1: 7,652 shares; 2025Q2: 7,835 shares; 2025Q3: 9,185 shares; 2025Q4: 7,764 shares; 2026Q1: 8,544 shares 8,544 $2.74M 0.44% +780 Timeline VDC 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: not reported; 2025Q3: 1,024 shares; 2025Q4: 7,644 shares; 2026Q1: 11,320 shares 11,320 $2.54M 0.41% +3,676 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,809 shares; 2024Q4: 30,497 shares; 2025Q1: 29,230 shares; 2025Q2: 29,524 shares; 2025Q3: 29,528 shares; 2025Q4: 28,985 shares; 2026Q1: 31,731 shares 31,731 $2.45M 0.39% +2,746 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: 1,232 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,240 shares; 2025Q3: 1,245 shares; 2025Q4: 2,109 shares; 2026Q1: 2,226 shares 2,226 $2.22M 0.35% +117 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: 24,871 shares; 2024Q4: 22,650 shares; 2025Q1: 21,936 shares; 2025Q2: 17,376 shares; 2025Q3: 19,223 shares; 2025Q4: 18,710 shares; 2026Q1: 19,231 shares 19,231 $2.04M 0.33% +521 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,295 shares; 2025Q1: 7,761 shares; 2025Q2: 7,765 shares; 2025Q3: 6,416 shares; 2025Q4: 15,800 shares; 2026Q1: 15,685 shares 15,685 $1.77M 0.28% -115 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: 11,738 shares; 2024Q4: 35,517 shares; 2025Q1: 35,689 shares; 2025Q2: 26,392 shares; 2025Q3: 19,332 shares; 2025Q4: 39,628 shares; 2026Q1: 57,649 shares 57,649 $1.77M 0.28% +18,021 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: 5,129 shares; 2024Q4: 4,400 shares; 2025Q1: 4,093 shares; 2025Q2: 4,078 shares; 2025Q3: 4,127 shares; 2025Q4: 4,323 shares; 2026Q1: 4,604 shares 4,604 $1.71M 0.27% +281 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 7,564 shares; 2025Q1: 7,459 shares; 2025Q2: 5,272 shares; 2025Q3: 5,175 shares; 2025Q4: 4,725 shares; 2026Q1: 5,149 shares 5,149 $1.51M 0.24% +424 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: 6,482 shares; 2025Q1: 6,499 shares; 2025Q2: 6,520 shares; 2025Q3: 6,533 shares; 2025Q4: 6,697 shares; 2026Q1: 6,945 shares 6,945 $1.48M 0.24% +248 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: 2,140 shares; 2024Q4: 1,997 shares; 2025Q1: 1,885 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,913 shares; 2026Q1: 2,050 shares 2,050 $1.43M 0.23% +137 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: 7,966 shares; 2024Q4: 7,903 shares; 2025Q1: 8,096 shares; 2025Q2: 9,405 shares; 2025Q3: 10,516 shares; 2025Q4: 9,746 shares; 2026Q1: 9,768 shares 9,768 $1.39M 0.22% +22 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,153 shares; 2025Q1: 4,109 shares; 2025Q2: 4,407 shares; 2025Q3: 4,087 shares; 2025Q4: 4,109 shares; 2026Q1: 4,328 shares 4,328 $1.38M 0.22% +219 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: 1,903 shares; 2024Q4: 2,015 shares; 2025Q1: 2,111 shares; 2025Q2: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 4,442 shares; 2026Q1: 4,618 shares 4,618 $1.32M 0.21% +176 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: 7,274 shares; 2024Q4: 7,651 shares; 2025Q1: 7,864 shares; 2025Q2: 7,730 shares; 2025Q3: 7,019 shares; 2025Q4: 7,401 shares; 2026Q1: 8,885 shares 8,885 $1.32M 0.21% +1,484 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,359 shares; 2025Q1: 1,373 shares; 2025Q2: 1,574 shares; 2025Q3: 1,594 shares; 2025Q4: 1,951 shares; 2026Q1: 2,268 shares 2,268 $1.3M 0.21% +317 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: 18,001 shares; 2024Q4: 16,839 shares; 2025Q1: 15,930 shares; 2025Q2: 15,887 shares; 2025Q3: 16,152 shares; 2025Q4: 17,427 shares; 2026Q1: 18,175 shares 18,175 $1.27M 0.2% +748 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: 2,854 shares; 2024Q4: 2,651 shares; 2025Q1: 2,735 shares; 2025Q2: 2,756 shares; 2025Q3: 2,858 shares; 2025Q4: 3,320 shares; 2026Q1: 3,933 shares 3,933 $1.22M 0.19% +613 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,555 shares; 2025Q1: 3,599 shares; 2025Q2: 3,621 shares; 2025Q3: 3,623 shares; 2025Q4: 3,805 shares; 2026Q1: 3,772 shares 3,772 $1.14M 0.18% -33 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,706 shares; 2024Q4: 33,526 shares; 2025Q1: 29,829 shares; 2025Q2: 38,776 shares; 2025Q3: 40,902 shares; 2025Q4: 39,664 shares; 2026Q1: 41,778 shares 41,778 $1.13M 0.18% +2,114 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: 24,224 shares; 2024Q4: 24,423 shares; 2025Q1: 24,443 shares; 2025Q2: 24,157 shares; 2025Q3: 23,224 shares; 2025Q4: 21,701 shares; 2026Q1: 22,900 shares 22,900 $1.12M 0.18% +1,199 Timeline VDE 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: 5,473 shares; 2024Q4: 5,567 shares; 2025Q1: 5,607 shares; 2025Q2: 5,651 shares; 2025Q3: 6,002 shares; 2025Q4: 6,269 shares; 2026Q1: 6,324 shares 6,324 $1.09M 0.17% +55 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: 9,819 shares; 2024Q4: 8,871 shares; 2025Q1: 8,796 shares; 2025Q2: 8,673 shares; 2025Q3: 9,858 shares; 2025Q4: 9,180 shares; 2026Q1: 10,475 shares 10,475 $1.04M 0.17% +1,295 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: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,686 shares; 2025Q2: 2,089 shares; 2025Q3: 1,688 shares; 2025Q4: 1,779 shares; 2026Q1: 1,772 shares 1,772 $998K 0.16% -7 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,246 shares; 2025Q2: 5,246 shares; 2025Q3: 5,246 shares; 2025Q4: 5,273 shares; 2026Q1: 5,229 shares 5,229 $991K 0.16% -44 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,499 shares; 2025Q1: 2,500 shares; 2025Q2: 2,404 shares; 2025Q3: 2,405 shares; 2025Q4: 3,192 shares; 2026Q1: 4,011 shares 4,011 $981K 0.16% +819 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 13,400 shares; 2025Q1: 13,550 shares; 2025Q2: 13,402 shares; 2025Q3: 18,947 shares; 2025Q4: 19,769 shares; 2026Q1: 13,567 shares 13,567 $974K 0.16% -6,202 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: not reported; 2024Q4: 258 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 9,099 shares; 2026Q1: 9,994 shares 9,994 $961K 0.15% +895 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: 1,944 shares; 2024Q4: 1,950 shares; 2025Q1: 1,952 shares; 2025Q2: 1,939 shares; 2025Q3: 1,913 shares; 2025Q4: 2,832 shares; 2026Q1: 3,590 shares 3,590 $940K 0.15% +758 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: 3,526 shares; 2024Q4: 3,450 shares; 2025Q1: 3,396 shares; 2025Q2: 3,394 shares; 2025Q3: 3,408 shares; 2025Q4: 4,024 shares; 2026Q1: 4,306 shares 4,306 $936K 0.15% +282 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: 4,008 shares; 2024Q4: 4,157 shares; 2025Q1: 4,129 shares; 2025Q2: 4,170 shares; 2025Q3: 4,171 shares; 2025Q4: 5,064 shares; 2026Q1: 5,512 shares 5,512 $935K 0.15% +448 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,311 shares; 2024Q4: 35,491 shares; 2025Q1: 41,501 shares; 2025Q2: 32,038 shares; 2025Q3: 33,538 shares; 2025Q4: 26,037 shares; 2026Q1: 27,537 shares 27,537 $922K 0.15% +1,500 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: 888 shares; 2024Q4: 888 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 916 shares; 2026Q1: 1,286 shares 1,286 $911K 0.15% +370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: 4,974 shares; 2025Q4: 9,982 shares; 2026Q1: 14,723 shares 14,723 $902K 0.14% +4,741 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: 4,173 shares; 2024Q4: 9,440 shares; 2025Q1: 11,867 shares; 2025Q2: 12,380 shares; 2025Q3: 12,857 shares; 2025Q4: 12,252 shares; 2026Q1: 15,704 shares 15,704 $890K 0.14% +3,452 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: 11,229 shares; 2025Q3: 11,638 shares; 2025Q4: 11,638 shares; 2026Q1: 12,967 shares 12,967 $884K 0.14% +1,329 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: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,969 shares; 2025Q3: 2,952 shares; 2025Q4: 2,954 shares; 2026Q1: 2,955 shares 2,955 $883K 0.14% +1 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: 2,116 shares; 2024Q4: 2,137 shares; 2025Q1: 2,140 shares; 2025Q2: 2,165 shares; 2025Q3: 2,169 shares; 2025Q4: 2,206 shares; 2026Q1: 2,668 shares 2,668 $877K 0.14% +462 Timeline IMCG 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: 9,206 shares; 2024Q4: 9,206 shares; 2025Q1: 8,609 shares; 2025Q2: 9,317 shares; 2025Q3: 9,614 shares; 2025Q4: 9,496 shares; 2026Q1: 10,695 shares 10,695 $842K 0.13% +1,199 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: 15,846 shares; 2024Q4: 54,177 shares; 2025Q1: 51,110 shares; 2025Q2: 63,508 shares; 2025Q3: 60,434 shares; 2025Q4: 95,639 shares; 2026Q1: 27,154 shares 27,154 $841K 0.13% -68,485 Timeline IMCV 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: 8,402 shares; 2024Q4: 8,402 shares; 2025Q1: 7,894 shares; 2025Q2: 8,616 shares; 2025Q3: 8,983 shares; 2025Q4: 8,889 shares; 2026Q1: 9,754 shares 9,754 $827K 0.13% +865 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,557 shares; 2024Q4: 31,244 shares; 2025Q1: 33,777 shares; 2025Q2: 34,633 shares; 2025Q3: 35,558 shares; 2025Q4: 17,662 shares; 2026Q1: 20,979 shares 20,979 $821K 0.13% +3,317 Timeline HELO 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: 4,159 shares; 2024Q4: 4,718 shares; 2025Q1: 5,521 shares; 2025Q2: 8,836 shares; 2025Q3: 11,317 shares; 2025Q4: 12,008 shares; 2026Q1: 12,636 shares 12,636 $808K 0.13% +628 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: 894 shares; 2024Q4: 890 shares; 2025Q1: 867 shares; 2025Q2: 781 shares; 2025Q3: 790 shares; 2025Q4: 771 shares; 2026Q1: 848 shares 848 $780K 0.12% +77 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: 1,810 shares; 2024Q4: 1,811 shares; 2025Q1: 2,153 shares; 2025Q2: 2,142 shares; 2025Q3: 2,144 shares; 2025Q4: 2,168 shares; 2026Q1: 2,280 shares 2,280 $779K 0.12% +112 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,625 shares; 2025Q1: 6,644 shares; 2025Q2: 6,696 shares; 2025Q3: 6,726 shares; 2025Q4: 6,833 shares; 2026Q1: 7,011 shares 7,011 $777K 0.12% +178 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,539 shares; 2024Q4: 35,017 shares; 2025Q1: 35,383 shares; 2025Q2: 35,602 shares; 2025Q3: 32,789 shares; 2025Q4: 33,072 shares; 2026Q1: 34,745 shares 34,745 $776K 0.12% +1,673 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: 4,109 shares; 2024Q4: 3,305 shares; 2025Q1: 3,329 shares; 2025Q2: 3,370 shares; 2025Q3: 3,396 shares; 2025Q4: 7,107 shares; 2026Q1: 7,929 shares 7,929 $747K 0.12% +822 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 15,803 shares; 2025Q1: 16,457 shares; 2025Q2: 13,573 shares; 2025Q3: 14,106 shares; 2025Q4: 13,391 shares; 2026Q1: 13,418 shares 13,418 $700K 0.11% +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: 2,564 shares; 2024Q4: 2,565 shares; 2025Q1: 2,546 shares; 2025Q2: 2,548 shares; 2025Q3: 2,556 shares; 2025Q4: 2,785 shares; 2026Q1: 3,328 shares 3,328 $689K 0.11% +543 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: 1,497 shares; 2025Q4: 1,590 shares; 2026Q1: 1,960 shares 1,960 $662K 0.11% +370 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: 2,069 shares; 2024Q4: 2,070 shares; 2025Q1: 2,106 shares; 2025Q2: 2,107 shares; 2025Q3: 2,114 shares; 2025Q4: 3,473 shares; 2026Q1: 4,527 shares 4,527 $654K 0.1% +1,054 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: not reported; 2026Q1: 14,020 shares 14,020 $651K 0.1% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,122 shares; 2025Q3: 2,186 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares 2,609 $647K 0.1% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,036 shares; 2026Q1: 10,114 shares 10,114 $633K 0.1% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,728 shares; 2026Q1: 4,968 shares 4,968 $617K 0.1% +2,240 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: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,591 shares; 2025Q2: 2,953 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,959 shares 2,959 $616K 0.1% +116 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: not reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,072 shares; 2025Q3: 1,087 shares; 2025Q4: 2,838 shares; 2026Q1: 2,829 shares 2,829 $597K 0.1% -9 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 58,130 shares 58,130 $583K 0.09% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: 3,548 shares 3,548 $580K 0.09% +2,055 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: 8,990 shares; 2024Q4: 8,990 shares; 2025Q1: 8,898 shares; 2025Q2: 7,591 shares; 2025Q3: 7,594 shares; 2025Q4: 7,605 shares; 2026Q1: 7,606 shares 7,606 $571K 0.09% +1 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: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,211 shares; 2025Q2: 2,582 shares; 2025Q3: 2,570 shares; 2025Q4: 2,830 shares; 2026Q1: 2,903 shares 2,903 $570K 0.09% +73 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,277 shares; 2025Q2: 3,135 shares; 2025Q3: 3,035 shares; 2025Q4: 3,710 shares; 2026Q1: 3,875 shares 3,875 $567K 0.09% +165 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,098 shares; 2025Q1: 1,140 shares; 2025Q2: 1,065 shares; 2025Q3: 1,024 shares; 2025Q4: 1,510 shares; 2026Q1: 1,811 shares 1,811 $563K 0.09% +301 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: 1,025 shares; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 1,817 shares; 2026Q1: 2,559 shares 2,559 $556K 0.09% +742 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: 6,465 shares; 2025Q1: 6,466 shares; 2025Q2: 6,458 shares; 2025Q3: 10,162 shares; 2025Q4: 6,509 shares; 2026Q1: 7,175 shares 7,175 $553K 0.09% +666 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 7,038 shares; 2025Q3: 10,248 shares; 2025Q4: 15,674 shares; 2026Q1: 18,588 shares 18,588 $547K 0.09% +2,914 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,955 shares; 2024Q4: 29,572 shares; 2025Q1: 21,637 shares; 2025Q2: 13,525 shares; 2025Q3: 13,477 shares; 2025Q4: 11,931 shares; 2026Q1: 10,894 shares 10,894 $542K 0.09% -1,037 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: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,938 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,927 shares; 2026Q1: 6,763 shares 6,763 $541K 0.09% -164 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: 1,276 shares; 2024Q4: 1,140 shares; 2025Q1: 1,156 shares; 2025Q2: 971 shares; 2025Q3: 980 shares; 2025Q4: 1,425 shares; 2026Q1: 1,617 shares 1,617 $532K 0.08% +192 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: 3,111 shares; 2024Q4: 3,128 shares; 2025Q1: 3,650 shares; 2025Q2: 3,702 shares; 2025Q3: 3,703 shares; 2025Q4: 3,377 shares; 2026Q1: 3,569 shares 3,569 $525K 0.08% +192 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: 5,305 shares; 2024Q4: 4,789 shares; 2025Q1: 4,793 shares; 2025Q2: 4,694 shares; 2025Q3: 5,066 shares; 2025Q4: 4,405 shares; 2026Q1: 4,867 shares 4,867 $518K 0.08% +462 Timeline XMHQ 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: 4,040 shares; 2026Q1: 4,982 shares 4,982 $515K 0.08% +942 Timeline FESM 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: not reported; 2024Q4: 11,473 shares; 2025Q1: 12,285 shares; 2025Q2: 15,090 shares; 2025Q3: 13,011 shares; 2025Q4: 13,509 shares; 2026Q1: 13,445 shares 13,445 $511K 0.08% -64 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: 328 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 337 shares; 2026Q1: 338 shares 338 $498K 0.08% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 15,023 shares; 2025Q1: 15,138 shares; 2025Q2: 15,469 shares; 2025Q3: 15,486 shares; 2025Q4: 16,275 shares; 2026Q1: 17,054 shares 17,054 $494K 0.08% +779 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 7,845 shares; 2025Q1: 7,137 shares; 2025Q2: 7,368 shares; 2025Q3: 8,014 shares; 2025Q4: 8,023 shares; 2026Q1: 8,996 shares 8,996 $493K 0.08% +973 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: 6,896 shares; 2024Q4: 5,646 shares; 2025Q1: 5,650 shares; 2025Q2: 5,655 shares; 2025Q3: 5,559 shares; 2025Q4: 5,412 shares; 2026Q1: 6,346 shares 6,346 $492K 0.08% +934 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,278 shares; 2025Q1: 4,583 shares; 2025Q2: 4,976 shares; 2025Q3: 5,001 shares; 2025Q4: 5,346 shares; 2026Q1: 5,293 shares 5,293 $492K 0.08% -53 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares; 2026Q1: 8,808 shares 8,808 $490K 0.08% +3,542 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: 3,305 shares; 2024Q4: 9,857 shares; 2025Q1: 9,816 shares; 2025Q2: 9,822 shares; 2025Q3: 9,827 shares; 2025Q4: 9,083 shares; 2026Q1: 18,984 shares 18,984 $487K 0.08% +9,901 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 872 shares; 2026Q1: 1,891 shares 1,891 $480K 0.08% +1,019 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 820 shares; 2026Q1: 879 shares 879 $473K 0.08% +59 Timeline ISCV 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: 5,587 shares; 2024Q4: 5,614 shares; 2025Q1: 5,123 shares; 2025Q2: 5,307 shares; 2025Q3: 5,828 shares; 2025Q4: 5,856 shares; 2026Q1: 6,656 shares 6,656 $463K 0.07% +800 Timeline FELC 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: not reported; 2024Q4: 11,390 shares; 2025Q1: 11,501 shares; 2025Q2: 11,715 shares; 2025Q3: 10,113 shares; 2025Q4: 11,322 shares; 2026Q1: 12,711 shares 12,711 $461K 0.07% +1,389 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,951 shares; 2026Q1: 3,132 shares 3,132 $457K 0.07% +181 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 489 shares; 2026Q1: 517 shares 517 $451K 0.07% +28 Timeline ACWX 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: 5,320 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 6,468 shares 6,468 $443K 0.07% +798 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,533 shares; 2026Q1: 8,555 shares 8,555 $435K 0.07% +22 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: 807 shares; 2024Q4: 829 shares; 2025Q1: 996 shares; 2025Q2: 817 shares; 2025Q3: 787 shares; 2025Q4: 1,099 shares; 2026Q1: 1,100 shares 1,100 $430K 0.07% +1 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: 1,914 shares; 2024Q4: 1,956 shares; 2025Q1: 2,112 shares; 2025Q2: 1,983 shares; 2025Q3: 1,987 shares; 2025Q4: 2,068 shares; 2026Q1: 2,744 shares 2,744 $426K 0.07% +676 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 1,892 shares; 2026Q1: 2,184 shares 2,184 $421K 0.07% +292 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: 1,762 shares; 2024Q4: 1,789 shares; 2025Q1: 1,783 shares; 2025Q2: 1,763 shares; 2025Q3: 1,829 shares; 2025Q4: 1,872 shares; 2026Q1: 1,952 shares 1,952 $417K 0.07% +80 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,307 shares 5,307 $406K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 688 shares; 2025Q1: 673 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 735 shares; 2026Q1: 811 shares 811 $405K 0.06% +76 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: 1,264 shares; 2024Q4: 1,286 shares; 2025Q1: 1,285 shares; 2025Q2: 1,397 shares; 2025Q3: 1,376 shares; 2025Q4: 1,465 shares; 2026Q1: 1,410 shares 1,410 $405K 0.06% -55 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,190 shares; 2026Q1: 23,948 shares 23,948 $398K 0.06% -1,242 Timeline FDN 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: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,668 shares 1,668 $390K 0.06% -50 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: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,184 shares; 2025Q3: 832 shares; 2025Q4: 834 shares; 2026Q1: 904 shares 904 $386K 0.06% +70 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: 3,793 shares; 2024Q4: 3,764 shares; 2025Q1: 3,817 shares; 2025Q2: 3,819 shares; 2025Q3: 3,827 shares; 2025Q4: 3,400 shares; 2026Q1: 2,841 shares 2,841 $386K 0.06% -559 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,715 shares; 2026Q1: 4,842 shares 4,842 $384K 0.06% -873 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: 2,183 shares; 2025Q2: 2,993 shares; 2025Q3: 3,096 shares; 2025Q4: 3,397 shares; 2026Q1: 3,774 shares 3,774 $380K 0.06% +377 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: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 2,811 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,754 shares; 2026Q1: 2,940 shares 2,940 $377K 0.06% +186 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: 1,041 shares; 2024Q4: 1,042 shares; 2025Q1: 1,055 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,055 shares 1,055 $376K 0.06% -2 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: 4,579 shares; 2024Q4: 5,029 shares; 2025Q1: 4,578 shares; 2025Q2: 4,356 shares; 2025Q3: 4,524 shares; 2025Q4: 8,006 shares; 2026Q1: 8,026 shares 8,026 $371K 0.06% +20 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 5,038 shares; 2025Q1: 3,339 shares; 2025Q2: 3,382 shares; 2025Q3: 3,385 shares; 2025Q4: 3,240 shares; 2026Q1: 3,267 shares 3,267 $371K 0.06% +27 Timeline XSMO 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: 4,792 shares 4,792 $364K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,103 shares; 2026Q1: 4,412 shares 4,412 $351K 0.06% +309 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: 13,440 shares; 2024Q4: 12,248 shares; 2025Q1: 11,278 shares; 2025Q2: 9,289 shares; 2025Q3: 7,386 shares; 2025Q4: 7,398 shares; 2026Q1: 7,004 shares 7,004 $349K 0.06% -394 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,332 shares; 2026Q1: 9,868 shares 9,868 $349K 0.06% +536 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: not reported; 2024Q4: 1,805 shares; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 3,503 shares; 2026Q1: 3,599 shares 3,599 $347K 0.06% +96 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: 5,593 shares; 2024Q4: not reported; 2025Q1: 3,969 shares; 2025Q2: 4,313 shares; 2025Q3: 3,911 shares; 2025Q4: 3,795 shares; 2026Q1: 3,920 shares 3,920 $346K 0.06% +125 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 10,046 shares; 2025Q1: 6,940 shares; 2025Q2: 6,995 shares; 2025Q3: 6,754 shares; 2025Q4: 6,182 shares; 2026Q1: 6,203 shares 6,203 $342K 0.05% +21 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares 2,867 $332K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,323 shares; 2025Q4: 2,449 shares; 2026Q1: 1,625 shares 1,625 $331K 0.05% -824 Timeline IHE 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: 3,737 shares 3,737 $324K 0.05% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,808 shares; 2025Q4: 7,808 shares; 2026Q1: 7,578 shares 7,578 $324K 0.05% -230 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 14,875 shares; 2025Q1: 13,757 shares; 2025Q2: 9,570 shares; 2025Q3: 9,570 shares; 2025Q4: 9,570 shares; 2026Q1: 9,570 shares 9,570 $324K 0.05% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,013 shares; 2025Q1: 3,405 shares; 2025Q2: 3,376 shares; 2025Q3: 3,129 shares; 2025Q4: 4,190 shares; 2026Q1: 4,350 shares 4,350 $323K 0.05% +160 Timeline PGX 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: 98,345 shares; 2024Q4: 90,100 shares; 2025Q1: 90,100 shares; 2025Q2: 70,395 shares; 2025Q3: 70,395 shares; 2025Q4: 28,409 shares; 2026Q1: 28,270 shares 28,270 $308K 0.05% -139 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 5,577 shares; 2025Q1: 5,590 shares; 2025Q2: 5,090 shares; 2025Q3: 5,099 shares; 2025Q4: 5,170 shares; 2026Q1: 5,829 shares 5,829 $303K 0.05% +659 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: 14,992 shares; 2024Q4: 28,965 shares; 2025Q1: 8,579 shares; 2025Q2: 8,584 shares; 2025Q3: 8,557 shares; 2025Q4: 7,048 shares; 2026Q1: 10,385 shares 10,385 $302K 0.05% +3,337 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 416 shares; 2025Q4: 437 shares; 2026Q1: 438 shares 438 $299K 0.05% +1 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: 2,750 shares; 2024Q4: 2,600 shares; 2025Q1: 2,596 shares; 2025Q2: 2,591 shares; 2025Q3: 2,562 shares; 2025Q4: 2,580 shares; 2026Q1: 2,662 shares 2,662 $296K 0.05% +82 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 7,241 shares; 2025Q2: 7,541 shares; 2025Q3: 7,541 shares; 2025Q4: 7,541 shares; 2026Q1: 7,386 shares 7,386 $294K 0.05% -155 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,837 shares 3,837 $292K 0.05% new 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: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,818 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,834 shares; 2026Q1: 1,969 shares 1,969 $287K 0.05% +135 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,183 shares 3,183 $280K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851 shares; 2026Q1: 980 shares 980 $278K 0.04% +129 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: not reported; 2026Q1: 1,081 shares 1,081 $278K 0.04% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,261 shares 7,261 $278K 0.04% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 17,079 shares; 2025Q1: 17,089 shares; 2025Q2: 17,247 shares; 2025Q3: 17,409 shares; 2025Q4: 6,689 shares; 2026Q1: 6,689 shares 6,689 $268K 0.04% 0 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,927 shares 7,927 $268K 0.04% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,971 shares; 2025Q3: 10,971 shares; 2025Q4: 10,188 shares; 2026Q1: 10,188 shares 10,188 $268K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,428 shares; 2026Q1: 1,382 shares 1,382 $265K 0.04% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 900 shares; 2026Q1: 1,090 shares 1,090 $264K 0.04% +190 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares; 2026Q1: 5,715 shares 5,715 $264K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,244 shares; 2026Q1: 1,072 shares 1,072 $262K 0.04% -172 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,912 shares; 2026Q1: 2,119 shares 2,119 $260K 0.04% +207 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: 4,310 shares; 2024Q4: 6,395 shares; 2025Q1: 6,409 shares; 2025Q2: 6,749 shares; 2025Q3: 5,570 shares; 2025Q4: 5,086 shares; 2026Q1: 5,102 shares 5,102 $255K 0.04% +16 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,185 shares; 2025Q1: 6,319 shares; 2025Q2: 6,319 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares; 2026Q1: 6,319 shares 6,319 $253K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares; 2026Q1: 1,584 shares 1,584 $253K 0.04% +236 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: 2,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,183 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $250K 0.04% 0 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 8,254 shares; 2026Q1: 8,038 shares 8,038 $248K 0.04% -216 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: 625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: 701 shares 701 $247K 0.04% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares; 2026Q1: 2,396 shares 2,396 $246K 0.04% +331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares; 2026Q1: 719 shares 719 $243K 0.04% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,018 shares 2,018 $243K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295 shares; 2026Q1: 1,600 shares 1,600 $242K 0.04% -695 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: 1,209 shares 1,209 $240K 0.04% -103 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 795 shares; 2025Q3: 795 shares; 2025Q4: 651 shares; 2026Q1: 652 shares 652 $237K 0.04% +1 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,325 shares; 2024Q4: 43,978 shares; 2025Q1: 44,526 shares; 2025Q2: 39,535 shares; 2025Q3: 40,870 shares; 2025Q4: 19,622 shares; 2026Q1: 19,622 shares 19,622 $237K 0.04% 0 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: 4,175 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 3,797 shares; 2026Q1: 3,775 shares 3,775 $237K 0.04% -22 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: not reported; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares 1,983 $234K 0.04% 0 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,193 shares 6,193 $231K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,575 shares 3,575 $229K 0.04% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 6,608 shares; 2025Q1: 5,775 shares; 2025Q2: 4,569 shares; 2025Q3: 4,477 shares; 2025Q4: 4,496 shares; 2026Q1: 4,514 shares 4,514 $228K 0.04% +18 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 2,914 shares; 2026Q1: 2,841 shares 2,841 $226K 0.04% -73 Timeline VPU 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: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,130 shares; 2026Q1: 1,136 shares 1,136 $225K 0.04% +6 Timeline FVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,225 shares 3,225 $224K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares 4,440 $223K 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,749 shares; 2025Q4: 3,789 shares; 2026Q1: 3,951 shares 3,951 $222K 0.04% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,733 shares 3,733 $222K 0.04% new Timeline XSVM 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: 3,644 shares; 2026Q1: 3,681 shares 3,681 $222K 0.04% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,491 shares 1,491 $219K 0.03% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES 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: 4,385 shares 4,385 $216K 0.03% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 4,753 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 4,755 shares; 2025Q4: 4,762 shares; 2026Q1: 4,760 shares 4,760 $216K 0.03% -2 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: 3,677 shares; 2024Q4: 3,566 shares; 2025Q1: 3,520 shares; 2025Q2: 3,276 shares; 2025Q3: 2,734 shares; 2025Q4: 2,645 shares; 2026Q1: 2,700 shares 2,700 $215K 0.03% +55 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,489 shares; 2026Q1: 1,661 shares 1,661 $214K 0.03% +172 Timeline USXF 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: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,874 shares; 2026Q1: 3,874 shares 3,874 $214K 0.03% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,365 shares; 2025Q3: 1,366 shares; 2025Q4: 1,408 shares; 2026Q1: 1,391 shares 1,391 $209K 0.03% -17 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares 4,868 $207K 0.03% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,389 shares; 2025Q4: 1,420 shares; 2026Q1: 1,408 shares 1,408 $206K 0.03% -12 Timeline FDVV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,663 shares 3,663 $202K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares 408 $202K 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: not reported; 2024Q4: not reported; 2025Q1: 13,225 shares; 2025Q2: 13,072 shares; 2025Q3: 13,078 shares; 2025Q4: 13,174 shares; 2026Q1: 13,203 shares 13,203 $152K 0.02% +29 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP 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: 15,500 shares 15,500 $109K 0.02% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,372 shares; 2024Q4: 10,372 shares; 2025Q1: 10,372 shares; 2025Q2: 10,372 shares; 2025Q3: 10,383 shares; 2025Q4: 10,292 shares; 2026Q1: 10,072 shares 10,072 $108K 0.02% -220 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $76.5K 0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares; 2025Q4: 13,950 shares; 2026Q1: 13,950 shares 13,950 $64.6K 0.01% 0 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $31.6K 0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT 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: not reported; 2025Q3: not reported; 2025Q4: 26,978 shares; 2026Q1: 26,978 shares 26,978 $16.7K <0.01% 0 Timeline