SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601,598 shares; 2024Q4: 1,663,931 shares; 2025Q1: 1,724,275 shares; 2025Q2: 1,770,576 shares; 2025Q3: 1,735,378 shares; 2025Q4: 1,766,314 shares; 2026Q1: 1,837,787 shares 1,837,787 $104M 8.45% +71,473 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: 127,744 shares; 2024Q4: 130,474 shares; 2025Q1: 130,451 shares; 2025Q2: 131,523 shares; 2025Q3: 134,643 shares; 2025Q4: 138,166 shares; 2026Q1: 137,402 shares 137,402 $60M 4.88% -764 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: 725,390 shares; 2024Q4: 744,607 shares; 2025Q1: 774,389 shares; 2025Q2: 792,654 shares; 2025Q3: 811,947 shares; 2025Q4: 814,807 shares; 2026Q1: 858,271 shares 858,271 $58M 4.71% +43,464 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: 473,133 shares; 2024Q4: 492,195 shares; 2025Q1: 506,912 shares; 2025Q2: 528,628 shares; 2025Q3: 540,664 shares; 2025Q4: 562,722 shares; 2026Q1: 579,438 shares 579,438 $40.4M 3.29% +16,716 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: 304,976 shares; 2024Q4: 310,935 shares; 2025Q1: 306,106 shares; 2025Q2: 305,034 shares; 2025Q3: 307,603 shares; 2025Q4: 307,194 shares; 2026Q1: 318,491 shares 318,491 $39.6M 3.22% +11,297 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 861,349 shares; 2025Q3: 871,349 shares; 2025Q4: 860,916 shares; 2026Q1: 850,210 shares 850,210 $36M 2.93% -10,706 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: 121,443 shares; 2024Q4: 130,030 shares; 2025Q1: 139,120 shares; 2025Q2: 138,694 shares; 2025Q3: 138,396 shares; 2025Q4: 146,995 shares; 2026Q1: 138,089 shares 138,089 $35M 2.85% -8,906 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: 1,425,060 shares; 2024Q4: 1,482,254 shares; 2025Q1: 1,525,910 shares; 2025Q2: 1,690,797 shares; 2025Q3: 1,757,223 shares; 2025Q4: 1,781,635 shares; 2026Q1: 1,885,667 shares 1,885,667 $33.5M 2.72% +104,032 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: 44,223 shares; 2024Q4: 57,092 shares; 2025Q1: 70,313 shares; 2025Q2: 450,808 shares; 2025Q3: 459,402 shares; 2025Q4: 467,341 shares; 2026Q1: 505,220 shares 505,220 $28M 2.28% +37,879 Timeline IYF 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: 188,646 shares; 2024Q4: 193,219 shares; 2025Q1: 195,534 shares; 2025Q2: 197,514 shares; 2025Q3: 199,812 shares; 2025Q4: 200,660 shares; 2026Q1: 206,631 shares 206,631 $24.3M 1.98% +5,971 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 340,888 shares; 2025Q1: 215,237 shares; 2025Q2: 230,463 shares; 2025Q3: 347,963 shares; 2025Q4: 307,817 shares; 2026Q1: 630,574 shares 630,574 $24.2M 1.97% +322,757 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: 235,319 shares; 2024Q4: 289,240 shares; 2025Q1: 329,315 shares; 2025Q2: 350,182 shares; 2025Q3: 379,622 shares; 2025Q4: 420,285 shares; 2026Q1: 493,777 shares 493,777 $23.2M 1.89% +73,492 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: 22,274 shares; 2024Q4: 23,431 shares; 2025Q1: 23,526 shares; 2025Q2: 24,570 shares; 2025Q3: 25,076 shares; 2025Q4: 26,313 shares; 2026Q1: 26,793 shares 26,793 $17.4M 1.42% +480 Timeline IYR 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: 129,329 shares; 2024Q4: 136,944 shares; 2025Q1: 144,650 shares; 2025Q2: 151,239 shares; 2025Q3: 157,280 shares; 2025Q4: 165,951 shares; 2026Q1: 175,501 shares 175,501 $16.6M 1.35% +9,550 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: 284,521 shares; 2024Q4: 299,392 shares; 2025Q1: 306,208 shares; 2025Q2: 320,004 shares; 2025Q3: 328,605 shares; 2025Q4: 335,466 shares; 2026Q1: 358,045 shares 358,045 $16.5M 1.34% +22,579 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: 49,371 shares; 2024Q4: 54,094 shares; 2025Q1: 54,811 shares; 2025Q2: 55,353 shares; 2025Q3: 55,852 shares; 2025Q4: 57,198 shares; 2026Q1: 54,581 shares 54,581 $16.1M 1.31% -2,617 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: 64,034 shares; 2024Q4: 70,515 shares; 2025Q1: 68,963 shares; 2025Q2: 70,522 shares; 2025Q3: 73,005 shares; 2025Q4: 76,293 shares; 2026Q1: 73,901 shares 73,901 $15.4M 1.25% -2,392 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 195,745 shares; 2025Q3: 195,745 shares; 2025Q4: 229,078 shares; 2026Q1: 229,086 shares 229,086 $15.2M 1.24% +8 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,713 shares; 2024Q4: 144,408 shares; 2025Q1: 148,053 shares; 2025Q2: 152,311 shares; 2025Q3: 152,555 shares; 2025Q4: 146,446 shares; 2026Q1: 146,169 shares 146,169 $14.3M 1.16% -277 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: 576,285 shares; 2024Q4: 573,910 shares; 2025Q1: 581,397 shares; 2025Q2: 262,839 shares; 2025Q3: 263,284 shares; 2025Q4: 255,351 shares; 2026Q1: 252,099 shares 252,099 $14.3M 1.16% -3,252 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,124 shares; 2024Q4: 306,441 shares; 2025Q1: 316,749 shares; 2025Q2: 320,286 shares; 2025Q3: 322,449 shares; 2025Q4: 325,182 shares; 2026Q1: 329,651 shares 329,651 $14M 1.14% +4,469 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: 322,192 shares; 2024Q4: 351,920 shares; 2025Q1: 357,320 shares; 2025Q2: 349,109 shares; 2025Q3: 258,002 shares; 2025Q4: 268,763 shares; 2026Q1: 277,004 shares 277,004 $13.8M 1.13% +8,241 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: 198,542 shares; 2024Q4: 203,507 shares; 2025Q1: 215,258 shares; 2025Q2: 216,086 shares; 2025Q3: 225,684 shares; 2025Q4: 223,703 shares; 2026Q1: 237,926 shares 237,926 $12.9M 1.05% +14,223 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,933 shares; 2024Q4: 86,567 shares; 2025Q1: 91,560 shares; 2025Q2: 94,836 shares; 2025Q3: 104,076 shares; 2025Q4: 112,478 shares; 2026Q1: 118,811 shares 118,811 $11.9M 0.96% +6,333 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: 32,443 shares; 2024Q4: 39,952 shares; 2025Q1: 39,128 shares; 2025Q2: 40,513 shares; 2025Q3: 40,094 shares; 2025Q4: 41,047 shares; 2026Q1: 40,578 shares 40,578 $11.7M 0.95% -469 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: 108,316 shares; 2024Q4: 111,942 shares; 2025Q1: 116,701 shares; 2025Q2: 121,354 shares; 2025Q3: 126,392 shares; 2025Q4: 132,857 shares; 2026Q1: 143,076 shares 143,076 $11.3M 0.92% +10,219 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: 9,094 shares; 2024Q4: 13,928 shares; 2025Q1: 15,243 shares; 2025Q2: 17,414 shares; 2025Q3: 17,754 shares; 2025Q4: 18,029 shares; 2026Q1: 18,771 shares 18,771 $11.2M 0.91% +742 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: 29,667 shares; 2024Q4: 29,987 shares; 2025Q1: 29,875 shares; 2025Q2: 31,076 shares; 2025Q3: 31,662 shares; 2025Q4: 33,223 shares; 2026Q1: 29,703 shares 29,703 $11M 0.89% -3,520 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: 76,994 shares; 2024Q4: 86,750 shares; 2025Q1: 111,204 shares; 2025Q2: 229,373 shares; 2025Q3: 235,655 shares; 2025Q4: 237,999 shares; 2026Q1: 245,102 shares 245,102 $10.4M 0.85% +7,103 Timeline EFAV 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: 105,604 shares; 2024Q4: 106,458 shares; 2025Q1: 107,684 shares; 2025Q2: 110,435 shares; 2025Q3: 111,308 shares; 2025Q4: 111,799 shares; 2026Q1: 110,266 shares 110,266 $10.1M 0.82% -1,533 Timeline FMNY 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: 161,830 shares; 2024Q4: 165,628 shares; 2025Q1: 167,409 shares; 2025Q2: 175,749 shares; 2025Q3: 320,049 shares; 2025Q4: 329,205 shares; 2026Q1: 365,614 shares 365,614 $9.66M 0.79% +36,409 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,653 shares; 2024Q4: 173,896 shares; 2025Q1: 187,075 shares; 2025Q2: 203,951 shares; 2025Q3: 229,669 shares; 2025Q4: 231,728 shares; 2026Q1: 230,239 shares 230,239 $9.04M 0.74% -1,489 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 21,800 shares; 2025Q1: 21,779 shares; 2025Q2: 21,751 shares; 2025Q3: 22,005 shares; 2025Q4: 21,933 shares; 2026Q1: 21,894 shares 21,894 $8.93M 0.73% -39 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: 142,536 shares; 2024Q4: 141,216 shares; 2025Q1: 133,036 shares; 2025Q2: 140,880 shares; 2025Q3: 151,337 shares; 2025Q4: 163,412 shares; 2026Q1: 178,403 shares 178,403 $8.91M 0.72% +14,991 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,614 shares; 2024Q4: 37,262 shares; 2025Q1: 41,745 shares; 2025Q2: 45,347 shares; 2025Q3: 48,628 shares; 2025Q4: 51,133 shares; 2026Q1: 50,106 shares 50,106 $8.74M 0.71% -1,027 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: 55,842 shares; 2024Q4: 56,446 shares; 2025Q1: 55,551 shares; 2025Q2: 50,914 shares; 2025Q3: 50,781 shares; 2025Q4: 50,319 shares; 2026Q1: 50,354 shares 50,354 $8.54M 0.69% +35 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: 10,816 shares; 2024Q4: 11,538 shares; 2025Q1: 12,463 shares; 2025Q2: 13,954 shares; 2025Q3: 14,302 shares; 2025Q4: 15,002 shares; 2026Q1: 14,705 shares 14,705 $8.49M 0.69% -297 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: 17,507 shares; 2024Q4: 31,857 shares; 2025Q1: 31,564 shares; 2025Q2: 31,039 shares; 2025Q3: 28,594 shares; 2025Q4: 29,285 shares; 2026Q1: 29,057 shares 29,057 $8.34M 0.68% -228 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: 23,313 shares; 2024Q4: 22,640 shares; 2025Q1: 23,091 shares; 2025Q2: 22,408 shares; 2025Q3: 22,655 shares; 2025Q4: 22,815 shares; 2026Q1: 22,232 shares 22,232 $8.26M 0.67% -583 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,433 shares; 2024Q4: 155,915 shares; 2025Q1: 154,312 shares; 2025Q2: 155,596 shares; 2025Q3: 168,577 shares; 2025Q4: 175,381 shares; 2026Q1: 183,508 shares 183,508 $8.23M 0.67% +8,127 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: 62,037 shares; 2024Q4: 64,060 shares; 2025Q1: 58,797 shares; 2025Q2: 58,452 shares; 2025Q3: 63,482 shares; 2025Q4: 128,837 shares; 2026Q1: 125,092 shares 125,092 $7.66M 0.62% -3,745 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: 32,041 shares; 2024Q4: 32,846 shares; 2025Q1: 38,134 shares; 2025Q2: 36,292 shares; 2025Q3: 37,332 shares; 2025Q4: 39,588 shares; 2026Q1: 37,958 shares 37,958 $7.28M 0.59% -1,630 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,766 shares; 2025Q4: 77,103 shares; 2026Q1: 80,449 shares 80,449 $6.63M 0.54% +3,346 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: 9,550 shares; 2024Q4: 9,904 shares; 2025Q1: 9,868 shares; 2025Q2: 10,661 shares; 2025Q3: 10,636 shares; 2025Q4: 11,760 shares; 2026Q1: 11,400 shares 11,400 $6.52M 0.53% -360 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: 12,544 shares; 2024Q4: 12,512 shares; 2025Q1: 12,734 shares; 2025Q2: 13,250 shares; 2025Q3: 13,227 shares; 2025Q4: 14,039 shares; 2026Q1: 12,904 shares 12,904 $6.18M 0.5% -1,135 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 30,091 shares; 2025Q1: 35,033 shares; 2025Q2: 38,237 shares; 2025Q3: 42,102 shares; 2025Q4: 43,804 shares; 2026Q1: 38,161 shares 38,161 $6.17M 0.5% -5,643 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: 4,862 shares; 2024Q4: 4,959 shares; 2025Q1: 5,326 shares; 2025Q2: 7,710 shares; 2025Q3: 9,546 shares; 2025Q4: 9,922 shares; 2026Q1: 8,806 shares 8,806 $6.14M 0.5% -1,116 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: 7,842 shares; 2024Q4: 8,616 shares; 2025Q1: 8,530 shares; 2025Q2: 9,414 shares; 2025Q3: 9,402 shares; 2025Q4: 9,155 shares; 2026Q1: 9,241 shares 9,241 $6.04M 0.49% +86 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: 5,814 shares; 2024Q4: 6,028 shares; 2025Q1: 6,131 shares; 2025Q2: 6,385 shares; 2025Q3: 6,629 shares; 2025Q4: 6,699 shares; 2026Q1: 6,516 shares 6,516 $5.99M 0.49% -183 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: 18,202 shares; 2024Q4: 18,436 shares; 2025Q1: 17,044 shares; 2025Q2: 18,263 shares; 2025Q3: 19,172 shares; 2025Q4: 20,085 shares; 2026Q1: 19,318 shares 19,318 $5.98M 0.49% -767 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,344 shares; 2024Q4: 64,749 shares; 2025Q1: 65,241 shares; 2025Q2: 65,723 shares; 2025Q3: 65,974 shares; 2025Q4: 66,327 shares; 2026Q1: 66,481 shares 66,481 $5.26M 0.43% +154 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 85,680 shares; 2025Q1: 101,334 shares; 2025Q2: 113,674 shares; 2025Q3: 115,958 shares; 2025Q4: 116,478 shares; 2026Q1: 126,889 shares 126,889 $5.1M 0.41% +10,411 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: 35,836 shares; 2024Q4: 36,863 shares; 2025Q1: 38,555 shares; 2025Q2: 36,374 shares; 2025Q3: 35,557 shares; 2025Q4: 39,349 shares; 2026Q1: 33,811 shares 33,811 $4.96M 0.4% -5,538 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: 15,377 shares; 2024Q4: 15,740 shares; 2025Q1: 15,522 shares; 2025Q2: 15,801 shares; 2025Q3: 15,855 shares; 2025Q4: 16,985 shares; 2026Q1: 15,597 shares 15,597 $4.71M 0.38% -1,388 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: 93,707 shares; 2024Q4: 76,483 shares; 2025Q1: 51,451 shares; 2025Q2: 36,540 shares; 2025Q3: 21,402 shares; 2025Q4: 19,278 shares; 2026Q1: 17,862 shares 17,862 $4.37M 0.35% -1,416 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: 10,919 shares; 2024Q4: 22,220 shares; 2025Q1: 22,948 shares; 2025Q2: 24,191 shares; 2025Q3: 25,703 shares; 2025Q4: 27,143 shares; 2026Q1: 27,041 shares 27,041 $4.34M 0.35% -102 Timeline FMB 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: 101,700 shares; 2024Q4: 99,758 shares; 2025Q1: 94,619 shares; 2025Q2: 94,433 shares; 2025Q3: 81,722 shares; 2025Q4: 84,306 shares; 2026Q1: 84,022 shares 84,022 $4.26M 0.35% -284 Timeline GDX 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: 12,342 shares; 2024Q4: 9,986 shares; 2025Q1: 11,352 shares; 2025Q2: 13,142 shares; 2025Q3: 28,008 shares; 2025Q4: 40,403 shares; 2026Q1: 45,099 shares 45,099 $4.14M 0.34% +4,696 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355,555 shares 355,555 $4.11M 0.33% new 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: 18,571 shares; 2024Q4: 19,341 shares; 2025Q1: 18,801 shares; 2025Q2: 17,675 shares; 2025Q3: 17,031 shares; 2025Q4: 16,239 shares; 2026Q1: 15,700 shares 15,700 $4.11M 0.33% -539 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: 22,759 shares; 2025Q1: 22,760 shares; 2025Q2: 22,762 shares; 2025Q3: 22,838 shares; 2025Q4: 22,889 shares; 2026Q1: 18,947 shares 18,947 $4.05M 0.33% -3,942 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: 27,066 shares; 2024Q4: 27,981 shares; 2025Q1: 26,884 shares; 2025Q2: 26,671 shares; 2025Q3: 26,995 shares; 2025Q4: 26,095 shares; 2026Q1: 26,618 shares 26,618 $3.89M 0.32% +523 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: 35,179 shares; 2024Q4: 35,728 shares; 2025Q1: 36,981 shares; 2025Q2: 41,559 shares; 2025Q3: 45,532 shares; 2025Q4: 49,854 shares; 2026Q1: 60,416 shares 60,416 $3.87M 0.31% +10,562 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: 12,899 shares; 2024Q4: 13,287 shares; 2025Q1: 11,828 shares; 2025Q2: 11,800 shares; 2025Q3: 11,823 shares; 2025Q4: 11,828 shares; 2026Q1: 11,721 shares 11,721 $3.85M 0.31% -107 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: 21,004 shares; 2024Q4: 20,927 shares; 2025Q1: 21,329 shares; 2025Q2: 21,135 shares; 2025Q3: 20,505 shares; 2025Q4: 20,451 shares; 2026Q1: 19,418 shares 19,418 $3.81M 0.31% -1,033 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: 12,416 shares; 2024Q4: 14,768 shares; 2025Q1: 16,925 shares; 2025Q2: 22,488 shares; 2025Q3: 22,940 shares; 2025Q4: 20,845 shares; 2026Q1: 17,701 shares 17,701 $3.74M 0.3% -3,144 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,799 shares; 2025Q1: 3,943 shares; 2025Q2: 4,156 shares; 2025Q3: 4,137 shares; 2025Q4: 4,290 shares; 2026Q1: 4,262 shares 4,262 $3.61M 0.29% -28 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: 21,963 shares; 2024Q4: 21,278 shares; 2025Q1: 21,752 shares; 2025Q2: 17,530 shares; 2025Q3: 18,142 shares; 2025Q4: 17,017 shares; 2026Q1: 16,786 shares 16,786 $3.47M 0.28% -231 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: 4,939 shares; 2024Q4: 5,017 shares; 2025Q1: 5,115 shares; 2025Q2: 5,415 shares; 2025Q3: 5,430 shares; 2025Q4: 5,605 shares; 2026Q1: 5,629 shares 5,629 $3.4M 0.28% +24 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: 15,051 shares; 2024Q4: 16,639 shares; 2025Q1: 14,560 shares; 2025Q2: 14,782 shares; 2025Q3: 16,325 shares; 2025Q4: 39,634 shares; 2026Q1: 25,341 shares 25,341 $3.37M 0.27% -14,293 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,570 shares; 2024Q4: 195,408 shares; 2025Q1: 220,215 shares; 2025Q2: 219,341 shares; 2025Q3: 232,250 shares; 2025Q4: 235,571 shares; 2026Q1: 235,520 shares 235,520 $3.36M 0.27% -51 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: 20,394 shares; 2024Q4: 19,726 shares; 2025Q1: 19,765 shares; 2025Q2: 21,720 shares; 2025Q3: 17,338 shares; 2025Q4: 15,801 shares; 2026Q1: 15,274 shares 15,274 $3.26M 0.27% -527 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: 11,640 shares; 2024Q4: 11,631 shares; 2025Q1: 11,446 shares; 2025Q2: 11,960 shares; 2025Q3: 11,374 shares; 2025Q4: 11,424 shares; 2026Q1: 11,212 shares 11,212 $3.22M 0.26% -212 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,079 shares; 2024Q4: 27,767 shares; 2025Q1: 37,794 shares; 2025Q2: 51,678 shares; 2025Q3: 55,910 shares; 2025Q4: 58,324 shares; 2026Q1: 62,123 shares 62,123 $3.16M 0.26% +3,799 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: 19,310 shares; 2024Q4: 20,039 shares; 2025Q1: 20,302 shares; 2025Q2: 19,776 shares; 2025Q3: 25,006 shares; 2025Q4: 29,098 shares; 2026Q1: 25,354 shares 25,354 $3.15M 0.26% -3,744 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: 7,311 shares; 2024Q4: 7,352 shares; 2025Q1: 7,780 shares; 2025Q2: 7,986 shares; 2025Q3: 8,147 shares; 2025Q4: 7,444 shares; 2026Q1: 7,268 shares 7,268 $3.13M 0.25% -176 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: 31,409 shares; 2024Q4: 34,373 shares; 2025Q1: 35,587 shares; 2025Q2: 34,760 shares; 2025Q3: 34,617 shares; 2025Q4: 35,370 shares; 2026Q1: 27,196 shares 27,196 $3.08M 0.25% -8,174 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,533 shares; 2024Q4: 24,639 shares; 2025Q1: 28,854 shares; 2025Q2: 29,683 shares; 2025Q3: 30,636 shares; 2025Q4: 68,222 shares; 2026Q1: 66,207 shares 66,207 $3.04M 0.25% -2,015 Timeline RAAX 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: 36,124 shares; 2024Q4: 36,663 shares; 2025Q1: 39,578 shares; 2025Q2: 44,340 shares; 2025Q3: 46,352 shares; 2025Q4: 48,346 shares; 2026Q1: 72,097 shares 72,097 $2.94M 0.24% +23,751 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 5,703 shares; 2025Q1: 5,771 shares; 2025Q2: 5,961 shares; 2025Q3: 5,863 shares; 2025Q4: 5,906 shares; 2026Q1: 5,949 shares 5,949 $2.92M 0.24% +43 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 25,141 shares; 2025Q1: 29,589 shares; 2025Q2: 29,412 shares; 2025Q3: 30,114 shares; 2025Q4: 30,805 shares; 2026Q1: 22,923 shares 22,923 $2.72M 0.22% -7,882 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,734 shares; 2024Q4: 10,200 shares; 2025Q1: 10,436 shares; 2025Q2: 12,041 shares; 2025Q3: 12,891 shares; 2025Q4: 14,151 shares; 2026Q1: 13,578 shares 13,578 $2.7M 0.22% -573 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 24,322 shares; 2025Q1: 24,360 shares; 2025Q2: 33,128 shares; 2025Q3: 60,720 shares; 2025Q4: 58,135 shares; 2026Q1: 50,302 shares 50,302 $2.67M 0.22% -7,833 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: 7,273 shares; 2024Q4: 22,566 shares; 2025Q1: 23,640 shares; 2025Q2: 28,648 shares; 2025Q3: 33,707 shares; 2025Q4: 38,471 shares; 2026Q1: 84,695 shares 84,695 $2.6M 0.21% +46,224 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,393 shares; 2024Q4: 27,901 shares; 2025Q1: 33,010 shares; 2025Q2: 34,131 shares; 2025Q3: 31,589 shares; 2025Q4: 30,710 shares; 2026Q1: 30,603 shares 30,603 $2.51M 0.2% -107 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 19,192 shares; 2025Q1: 20,179 shares; 2025Q2: 20,797 shares; 2025Q3: 21,189 shares; 2025Q4: 21,935 shares; 2026Q1: 21,771 shares 21,771 $2.5M 0.2% -164 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,779 shares; 2024Q4: 50,837 shares; 2025Q1: 51,663 shares; 2025Q2: 53,564 shares; 2025Q3: 60,394 shares; 2025Q4: 60,985 shares; 2026Q1: 63,606 shares 63,606 $2.41M 0.2% +2,621 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: 8,888 shares; 2024Q4: 8,936 shares; 2025Q1: 9,155 shares; 2025Q2: 10,000 shares; 2025Q3: 10,330 shares; 2025Q4: 10,235 shares; 2026Q1: 10,604 shares 10,604 $2.4M 0.19% +369 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: 15,770 shares; 2024Q4: 15,864 shares; 2025Q1: 15,767 shares; 2025Q2: 15,866 shares; 2025Q3: 15,842 shares; 2025Q4: 15,711 shares; 2026Q1: 15,823 shares 15,823 $2.4M 0.19% +112 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: 3,156 shares; 2024Q4: 3,652 shares; 2025Q1: 3,392 shares; 2025Q2: 3,363 shares; 2025Q3: 3,391 shares; 2025Q4: 3,634 shares; 2026Q1: 3,342 shares 3,342 $2.37M 0.19% -292 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: 9,085 shares; 2024Q4: 9,158 shares; 2025Q1: 9,168 shares; 2025Q2: 9,119 shares; 2025Q3: 9,108 shares; 2025Q4: 9,107 shares; 2026Q1: 9,109 shares 9,109 $2.34M 0.19% +2 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: 5,157 shares; 2024Q4: 4,894 shares; 2025Q1: 6,169 shares; 2025Q2: 6,260 shares; 2025Q3: 6,462 shares; 2025Q4: 5,700 shares; 2026Q1: 5,308 shares 5,308 $2.26M 0.18% -392 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: 1,894 shares; 2024Q4: 1,900 shares; 2025Q1: 1,866 shares; 2025Q2: 2,381 shares; 2025Q3: 2,424 shares; 2025Q4: 22,305 shares; 2026Q1: 23,300 shares 23,300 $2.24M 0.18% +995 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: 58,288 shares; 2024Q4: 63,729 shares; 2025Q1: 67,431 shares; 2025Q2: 74,190 shares; 2025Q3: 79,393 shares; 2025Q4: 81,578 shares; 2026Q1: 99,267 shares 99,267 $2.22M 0.18% +17,689 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 3,137 shares; 2025Q1: 3,783 shares; 2025Q2: 4,803 shares; 2025Q3: 5,215 shares; 2025Q4: 5,640 shares; 2026Q1: 5,660 shares 5,660 $2.17M 0.18% +20 Timeline FCAL 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: 30,285 shares; 2024Q4: 31,286 shares; 2025Q1: 31,892 shares; 2025Q2: 40,752 shares; 2025Q3: 43,049 shares; 2025Q4: 44,094 shares; 2026Q1: 44,242 shares 44,242 $2.16M 0.18% +148 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: 20,051 shares; 2024Q4: 20,796 shares; 2025Q1: 21,301 shares; 2025Q2: 22,388 shares; 2025Q3: 22,771 shares; 2025Q4: 22,938 shares; 2026Q1: 21,843 shares 21,843 $2.11M 0.17% -1,095 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 81,991 shares 81,991 $2.08M 0.17% new Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 70,741 shares; 2026Q1: 70,450 shares 70,450 $2.04M 0.17% -291 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: 5,997 shares; 2024Q4: 6,846 shares; 2025Q1: 6,718 shares; 2025Q2: 6,788 shares; 2025Q3: 6,605 shares; 2025Q4: 6,883 shares; 2026Q1: 6,058 shares 6,058 $1.99M 0.16% -825 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: 15,243 shares; 2024Q4: 14,429 shares; 2025Q1: 14,465 shares; 2025Q2: 14,566 shares; 2025Q3: 12,985 shares; 2025Q4: 12,608 shares; 2026Q1: 12,708 shares 12,708 $1.97M 0.16% +100 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,791 shares; 2024Q4: 213,020 shares; 2025Q1: 221,218 shares; 2025Q2: 197,955 shares; 2025Q3: 181,908 shares; 2025Q4: 120,373 shares; 2026Q1: 38,581 shares 38,581 $1.94M 0.16% -81,792 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: 4,976 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 5,260 shares; 2025Q3: 5,325 shares; 2025Q4: 6,758 shares; 2026Q1: 6,243 shares 6,243 $1.94M 0.16% -515 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: 10,612 shares; 2024Q4: 13,868 shares; 2025Q1: 12,923 shares; 2025Q2: 9,723 shares; 2025Q3: 9,390 shares; 2025Q4: 9,200 shares; 2026Q1: 8,850 shares 8,850 $1.92M 0.16% -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: 28,714 shares; 2024Q4: 28,073 shares; 2025Q1: 30,076 shares; 2025Q2: 30,933 shares; 2025Q3: 32,114 shares; 2025Q4: 32,766 shares; 2026Q1: 32,500 shares 32,500 $1.85M 0.15% -266 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: 1,253 shares; 2024Q4: 1,342 shares; 2025Q1: 1,438 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares; 2025Q4: 1,801 shares; 2026Q1: 1,807 shares 1,807 $1.8M 0.15% +6 Timeline KBWB 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: 12,292 shares; 2024Q4: 15,041 shares; 2025Q1: 17,778 shares; 2025Q2: 20,428 shares; 2025Q3: 21,495 shares; 2025Q4: 22,063 shares; 2026Q1: 22,716 shares 22,716 $1.8M 0.15% +653 Timeline IYW 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: 11,845 shares; 2024Q4: 12,029 shares; 2025Q1: 11,877 shares; 2025Q2: 11,458 shares; 2025Q3: 10,593 shares; 2025Q4: 10,707 shares; 2026Q1: 9,820 shares 9,820 $1.78M 0.14% -887 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: 5,810 shares; 2024Q4: 5,806 shares; 2025Q1: 5,860 shares; 2025Q2: 6,017 shares; 2025Q3: 6,026 shares; 2025Q4: 6,693 shares; 2026Q1: 5,390 shares 5,390 $1.73M 0.14% -1,303 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: 9,413 shares; 2024Q4: 10,217 shares; 2025Q1: 10,195 shares; 2025Q2: 9,293 shares; 2025Q3: 9,479 shares; 2025Q4: 10,026 shares; 2026Q1: 8,800 shares 8,800 $1.7M 0.14% -1,226 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 12,971 shares; 2025Q1: 11,811 shares; 2025Q2: 11,415 shares; 2025Q3: 11,508 shares; 2025Q4: 11,574 shares; 2026Q1: 9,840 shares 9,840 $1.62M 0.13% -1,734 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: 9,678 shares; 2024Q4: 11,226 shares; 2025Q1: 16,455 shares; 2025Q2: 23,260 shares; 2025Q3: 20,016 shares; 2025Q4: 18,625 shares; 2026Q1: 14,436 shares 14,436 $1.6M 0.13% -4,189 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: 6,475 shares; 2025Q1: 7,852 shares; 2025Q2: 8,415 shares; 2025Q3: 10,341 shares; 2025Q4: 11,448 shares; 2026Q1: 11,680 shares 11,680 $1.59M 0.13% +232 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 7,107 shares; 2025Q1: 6,082 shares; 2025Q2: 5,738 shares; 2025Q3: 9,816 shares; 2025Q4: 6,724 shares; 2026Q1: 6,543 shares 6,543 $1.57M 0.13% -181 Timeline WELLS FARGO & CO 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: 1,493 shares; 2024Q4: 1,381 shares; 2025Q1: 1,409 shares; 2025Q2: 1,366 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares; 2026Q1: 1,357 shares 1,357 $1.57M 0.13% -155 AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,584 shares; 2025Q1: 2,917 shares; 2025Q2: 3,123 shares; 2025Q3: 3,256 shares; 2025Q4: 3,539 shares; 2026Q1: 3,606 shares 3,606 $1.53M 0.12% +67 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 25,032 shares; 2025Q1: 25,380 shares; 2025Q2: 25,373 shares; 2025Q3: 25,485 shares; 2025Q4: 22,822 shares; 2026Q1: 22,783 shares 22,783 $1.53M 0.12% -39 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,863 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 21,957 shares; 2025Q3: 22,086 shares; 2025Q4: 21,999 shares; 2026Q1: 20,979 shares 20,979 $1.53M 0.12% -1,020 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,973 shares; 2025Q1: 5,046 shares; 2025Q2: 4,749 shares; 2025Q3: 5,871 shares; 2025Q4: 6,307 shares; 2026Q1: 5,632 shares 5,632 $1.52M 0.12% -675 Timeline VFH 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: 11,506 shares; 2024Q4: 12,443 shares; 2025Q1: 12,458 shares; 2025Q2: 12,484 shares; 2025Q3: 12,441 shares; 2025Q4: 12,342 shares; 2026Q1: 12,353 shares 12,353 $1.49M 0.12% +11 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: 8,978 shares; 2024Q4: 6,477 shares; 2025Q1: 6,581 shares; 2025Q2: 6,622 shares; 2025Q3: 6,892 shares; 2025Q4: 6,740 shares; 2026Q1: 6,794 shares 6,794 $1.48M 0.12% +54 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: 20,485 shares; 2024Q4: 27,392 shares; 2025Q1: 27,940 shares; 2025Q2: 27,756 shares; 2025Q3: 27,775 shares; 2025Q4: 27,815 shares; 2026Q1: 26,493 shares 26,493 $1.46M 0.12% -1,322 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,398 shares; 2025Q1: 4,651 shares; 2025Q2: 4,549 shares; 2025Q3: 4,598 shares; 2025Q4: 4,802 shares; 2026Q1: 4,785 shares 4,785 $1.45M 0.12% -17 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,429 shares; 2025Q1: 5,468 shares; 2025Q2: 5,693 shares; 2025Q3: 5,840 shares; 2025Q4: 5,965 shares; 2026Q1: 5,944 shares 5,944 $1.44M 0.12% -21 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,416 shares; 2024Q4: 57,920 shares; 2025Q1: 57,544 shares; 2025Q2: 49,449 shares; 2025Q3: 63,681 shares; 2025Q4: 62,164 shares; 2026Q1: 29,207 shares 29,207 $1.44M 0.12% -32,957 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: 10,911 shares; 2024Q4: 11,815 shares; 2025Q1: 10,820 shares; 2025Q2: 8,341 shares; 2025Q3: 9,840 shares; 2025Q4: 18,640 shares; 2026Q1: 13,167 shares 13,167 $1.43M 0.12% -5,473 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 8,806 shares; 2025Q1: 9,177 shares; 2025Q2: 9,257 shares; 2025Q3: 10,524 shares; 2025Q4: 11,304 shares; 2026Q1: 11,189 shares 11,189 $1.4M 0.11% -115 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,576 shares; 2024Q4: 73,876 shares; 2025Q1: 72,876 shares; 2025Q2: 64,071 shares; 2025Q3: 62,071 shares; 2025Q4: 62,071 shares; 2026Q1: 60,814 shares 60,814 $1.37M 0.11% -1,257 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: 3,714 shares; 2024Q4: 4,806 shares; 2025Q1: 10,075 shares; 2025Q2: 17,904 shares; 2025Q3: 20,798 shares; 2025Q4: 20,895 shares; 2026Q1: 21,307 shares 21,307 $1.34M 0.11% +412 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: 32,576 shares; 2024Q4: 127,427 shares; 2025Q1: 130,308 shares; 2025Q2: 152,926 shares; 2025Q3: 183,598 shares; 2025Q4: 195,957 shares; 2026Q1: 45,736 shares 45,736 $1.33M 0.11% -150,221 Timeline BANK OF AMER CORP 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: 1,378 shares; 2024Q4: 1,213 shares; 2025Q1: 1,361 shares; 2025Q2: 1,270 shares; 2025Q3: 1,280 shares; 2025Q4: 1,383 shares; 2026Q1: 1,109 shares 1,109 $1.32M 0.11% -274 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,863 shares; 2024Q4: 12,967 shares; 2025Q1: 10,517 shares; 2025Q2: 10,953 shares; 2025Q3: 6,052 shares; 2025Q4: 6,668 shares; 2026Q1: 7,792 shares 7,792 $1.32M 0.11% +1,124 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: 8,394 shares; 2024Q4: 10,063 shares; 2025Q1: 10,213 shares; 2025Q2: 10,262 shares; 2025Q3: 9,188 shares; 2025Q4: 8,755 shares; 2026Q1: 8,802 shares 8,802 $1.3M 0.11% +47 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881,915 shares; 2024Q4: 361,521 shares; 2025Q1: 362,667 shares; 2025Q2: 369,550 shares; 2025Q3: 69,445 shares; 2025Q4: 70,576 shares; 2026Q1: 70,489 shares 70,489 $1.22M 0.1% -87 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,552 shares; 2025Q1: 4,670 shares; 2025Q2: 4,847 shares; 2025Q3: 4,930 shares; 2025Q4: 4,859 shares; 2026Q1: 5,211 shares 5,211 $1.2M 0.1% +352 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,822 shares; 2024Q4: 80,035 shares; 2025Q1: 81,246 shares; 2025Q2: 82,509 shares; 2025Q3: 83,803 shares; 2025Q4: 85,144 shares; 2026Q1: 86,405 shares 86,405 $1.19M 0.1% +1,261 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: 5,918 shares; 2024Q4: 5,961 shares; 2025Q1: 5,978 shares; 2025Q2: 6,098 shares; 2025Q3: 6,119 shares; 2025Q4: 6,169 shares; 2026Q1: 6,418 shares 6,418 $1.18M 0.1% +249 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,519 shares; 2024Q4: 33,059 shares; 2025Q1: 32,826 shares; 2025Q2: 31,762 shares; 2025Q3: 31,208 shares; 2025Q4: 29,932 shares; 2026Q1: 29,817 shares 29,817 $1.16M 0.09% -115 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD 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: 29,639 shares; 2025Q4: 37,874 shares; 2026Q1: 38,084 shares 38,084 $1.15M 0.09% +210 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: 16,742 shares; 2024Q4: 21,119 shares; 2025Q1: 21,241 shares; 2025Q2: 23,640 shares; 2025Q3: 24,768 shares; 2025Q4: 27,260 shares; 2026Q1: 23,512 shares 23,512 $1.15M 0.09% -3,748 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 24,049 shares; 2026Q1: 24,717 shares 24,717 $1.14M 0.09% +668 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,957 shares; 2024Q4: 78,957 shares; 2025Q1: 78,957 shares; 2025Q2: 78,957 shares; 2025Q3: 78,967 shares; 2025Q4: 78,957 shares; 2026Q1: 78,980 shares 78,980 $1.13M 0.09% +23 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,275 shares; 2024Q4: 13,089 shares; 2025Q1: 13,455 shares; 2025Q2: 13,807 shares; 2025Q3: 13,965 shares; 2025Q4: 14,500 shares; 2026Q1: 14,285 shares 14,285 $1.12M 0.09% -215 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: 21,411 shares; 2024Q4: 18,916 shares; 2025Q1: 13,880 shares; 2025Q2: 31,541 shares; 2025Q3: 19,644 shares; 2025Q4: 17,558 shares; 2026Q1: 15,875 shares 15,875 $1.11M 0.09% -1,683 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 7,207 shares; 2025Q1: 7,189 shares; 2025Q2: 8,113 shares; 2025Q3: 8,148 shares; 2025Q4: 8,835 shares; 2026Q1: 7,390 shares 7,390 $1.09M 0.09% -1,445 Timeline PHYS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,261 shares 30,261 $1.07M 0.09% new 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: 11,753 shares; 2024Q4: 12,865 shares; 2025Q1: 13,626 shares; 2025Q2: 13,808 shares; 2025Q3: 13,691 shares; 2025Q4: 12,036 shares; 2026Q1: 12,018 shares 12,018 $1.07M 0.09% -18 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: 3,383 shares; 2024Q4: 3,380 shares; 2025Q1: 3,372 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,621 shares; 2026Q1: 3,656 shares 3,656 $1.04M 0.08% +35 Timeline EMLP 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: 26,481 shares; 2024Q4: 26,515 shares; 2025Q1: 26,368 shares; 2025Q2: 23,689 shares; 2025Q3: 23,666 shares; 2025Q4: 23,682 shares; 2026Q1: 23,674 shares 23,674 $1.03M 0.08% -8 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,092 shares; 2025Q4: 262,390 shares; 2026Q1: 42,358 shares 42,358 $1.03M 0.08% -220,032 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: 2,701 shares; 2024Q4: 2,683 shares; 2025Q1: 2,633 shares; 2025Q2: 2,301 shares; 2025Q3: 2,247 shares; 2025Q4: 2,191 shares; 2026Q1: 2,188 shares 2,188 $1.01M 0.08% -3 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,759 shares; 2024Q4: 53,536 shares; 2025Q1: 53,536 shares; 2025Q2: 53,536 shares; 2025Q3: 53,536 shares; 2025Q4: 45,759 shares; 2026Q1: 45,759 shares 45,759 $1M 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: 7,372 shares; 2025Q2: 6,763 shares; 2025Q3: 7,172 shares; 2025Q4: 6,965 shares; 2026Q1: 5,945 shares 5,945 $983K 0.08% -1,020 Timeline USFR 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: 140,357 shares; 2024Q4: 100,450 shares; 2025Q1: 84,554 shares; 2025Q2: 89,631 shares; 2025Q3: 96,865 shares; 2025Q4: 77,443 shares; 2026Q1: 19,503 shares 19,503 $982K 0.08% -57,940 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: 705 shares; 2025Q1: 1,865 shares; 2025Q2: 2,308 shares; 2025Q3: 2,400 shares; 2025Q4: 2,452 shares; 2026Q1: 2,505 shares 2,505 $978K 0.08% +53 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: 13,969 shares; 2024Q4: 14,517 shares; 2025Q1: 14,177 shares; 2025Q2: 13,558 shares; 2025Q3: 13,903 shares; 2025Q4: 14,368 shares; 2026Q1: 12,586 shares 12,586 $957K 0.08% -1,782 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,622 shares; 2024Q4: 33,407 shares; 2025Q1: 53,535 shares; 2025Q2: 51,824 shares; 2025Q3: 73,497 shares; 2025Q4: 83,375 shares; 2026Q1: 69,389 shares 69,389 $939K 0.08% -13,986 Timeline XLRE 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: 24,172 shares; 2024Q4: 24,546 shares; 2025Q1: 24,238 shares; 2025Q2: 23,592 shares; 2025Q3: 23,619 shares; 2025Q4: 23,665 shares; 2026Q1: 22,888 shares 22,888 $935K 0.08% -777 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 52,263 shares; 2025Q1: 53,180 shares; 2025Q2: 52,752 shares; 2025Q3: 51,185 shares; 2025Q4: 50,924 shares; 2026Q1: 48,332 shares 48,332 $918K 0.07% -2,592 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 18,974 shares; 2025Q1: 19,471 shares; 2025Q2: 19,516 shares; 2025Q3: 19,564 shares; 2025Q4: 19,527 shares; 2026Q1: 18,399 shares 18,399 $906K 0.07% -1,128 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,945 shares; 2024Q4: 6,341 shares; 2025Q1: 6,343 shares; 2025Q2: 6,416 shares; 2025Q3: 8,140 shares; 2025Q4: 3,544 shares; 2026Q1: 1,861 shares 1,861 $902K 0.07% -1,683 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: 10,859 shares; 2024Q4: 11,059 shares; 2025Q1: 11,429 shares; 2025Q2: 11,897 shares; 2025Q3: 12,863 shares; 2025Q4: 12,767 shares; 2026Q1: 12,277 shares 12,277 $898K 0.07% -490 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: 7,346 shares; 2024Q4: 6,959 shares; 2025Q1: 7,042 shares; 2025Q2: 6,958 shares; 2025Q3: 7,779 shares; 2025Q4: 9,483 shares; 2026Q1: 7,376 shares 7,376 $887K 0.07% -2,107 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,076 shares; 2024Q4: 42,186 shares; 2025Q1: 42,734 shares; 2025Q2: 36,235 shares; 2025Q3: 30,107 shares; 2025Q4: 41,068 shares; 2026Q1: 30,940 shares 30,940 $869K 0.07% -10,128 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: 10,463 shares; 2024Q4: 10,530 shares; 2025Q1: 10,431 shares; 2025Q2: 10,787 shares; 2025Q3: 11,115 shares; 2025Q4: 14,247 shares; 2026Q1: 11,002 shares 11,002 $854K 0.07% -3,245 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: 34,666 shares; 2024Q4: 26,168 shares; 2025Q1: 23,407 shares; 2025Q2: 26,890 shares; 2025Q3: 21,758 shares; 2025Q4: 23,073 shares; 2026Q1: 9,034 shares 9,034 $818K 0.07% -14,039 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: 2,814 shares; 2024Q4: 2,761 shares; 2025Q1: 3,672 shares; 2025Q2: 3,443 shares; 2025Q3: 3,510 shares; 2025Q4: 3,531 shares; 2026Q1: 3,353 shares 3,353 $813K 0.07% -178 Timeline FRDM 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: 32,357 shares; 2024Q4: 32,303 shares; 2025Q1: 32,143 shares; 2025Q2: 32,105 shares; 2025Q3: 32,131 shares; 2025Q4: 14,967 shares; 2026Q1: 14,849 shares 14,849 $811K 0.07% -118 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: 798 shares; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 828 shares; 2025Q3: 843 shares; 2025Q4: 898 shares; 2026Q1: 917 shares 917 $801K 0.07% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,184 shares; 2025Q3: 20,366 shares; 2025Q4: 28,751 shares; 2026Q1: 31,735 shares 31,735 $797K 0.06% +2,984 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: 4,672 shares; 2024Q4: 3,435 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,288 shares; 2025Q4: 3,693 shares; 2026Q1: 3,703 shares 3,703 $796K 0.06% +10 Timeline DMXF 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: 8,010 shares; 2024Q4: 10,672 shares; 2025Q1: 10,716 shares; 2025Q2: 10,896 shares; 2025Q3: 10,400 shares; 2025Q4: 10,679 shares; 2026Q1: 10,524 shares 10,524 $794K 0.06% -155 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: 4,132 shares; 2025Q2: 5,916 shares; 2025Q3: 6,455 shares; 2025Q4: 6,485 shares; 2026Q1: 9,006 shares 9,006 $794K 0.06% +2,521 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: 19,845 shares; 2024Q4: 26,281 shares; 2025Q1: 27,338 shares; 2025Q2: 25,309 shares; 2025Q3: 27,093 shares; 2025Q4: 27,365 shares; 2026Q1: 26,941 shares 26,941 $781K 0.06% -424 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,646 shares; 2024Q4: 131,773 shares; 2025Q1: 138,551 shares; 2025Q2: 32,248 shares; 2025Q3: 49,160 shares; 2025Q4: 52,873 shares; 2026Q1: 42,937 shares 42,937 $757K 0.06% -9,936 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 15,180 shares; 2025Q1: 15,870 shares; 2025Q2: 16,510 shares; 2025Q3: 17,288 shares; 2025Q4: 13,919 shares; 2026Q1: 14,236 shares 14,236 $752K 0.06% +317 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,490 shares; 2025Q3: 14,940 shares; 2025Q4: 15,375 shares; 2026Q1: 15,950 shares 15,950 $744K 0.06% +575 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: 1,182 shares; 2024Q4: 1,186 shares; 2025Q1: 1,219 shares; 2025Q2: 1,201 shares; 2025Q3: 1,219 shares; 2025Q4: 1,225 shares; 2026Q1: 1,306 shares 1,306 $735K 0.06% +81 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 2,481 shares; 2026Q1: 2,903 shares 2,903 $727K 0.06% +422 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,892 shares; 2025Q1: 5,880 shares; 2025Q2: 5,898 shares; 2025Q3: 6,193 shares; 2025Q4: 6,464 shares; 2026Q1: 6,409 shares 6,409 $725K 0.06% -55 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.06% 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: 2,386 shares; 2024Q4: 2,381 shares; 2025Q1: 2,385 shares; 2025Q2: 2,407 shares; 2025Q3: 2,410 shares; 2025Q4: 2,419 shares; 2026Q1: 2,360 shares 2,360 $713K 0.06% -59 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,430 shares; 2025Q1: 1,406 shares; 2025Q2: 1,407 shares; 2025Q3: 1,442 shares; 2025Q4: 1,455 shares; 2026Q1: 1,415 shares 1,415 $707K 0.06% -40 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: 1,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,034 shares; 2025Q4: 2,158 shares; 2026Q1: 2,092 shares 2,092 $707K 0.06% -66 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172,152 shares; 2025Q2: 175,192 shares; 2025Q3: 249,202 shares; 2025Q4: 311,959 shares; 2026Q1: 18,834 shares 18,834 $693K 0.06% -293,125 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 3,381 shares; 2025Q1: 3,148 shares; 2025Q2: 3,125 shares; 2025Q3: 3,126 shares; 2025Q4: 3,145 shares; 2026Q1: 3,298 shares 3,298 $686K 0.06% +153 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: 5,871 shares; 2024Q4: 5,873 shares; 2025Q1: 5,775 shares; 2025Q2: 5,655 shares; 2025Q3: 5,648 shares; 2025Q4: 5,976 shares; 2026Q1: 5,305 shares 5,305 $680K 0.06% -671 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,455 shares; 2024Q4: 23,575 shares; 2025Q1: 18,619 shares; 2025Q2: 30,801 shares; 2025Q3: 31,430 shares; 2025Q4: 31,146 shares; 2026Q1: 35,117 shares 35,117 $678K 0.06% +3,971 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629 $671K 0.05% 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: 4,363 shares; 2024Q4: 4,365 shares; 2025Q1: 4,368 shares; 2025Q2: 4,372 shares; 2025Q3: 4,449 shares; 2025Q4: 4,512 shares; 2026Q1: 4,201 shares 4,201 $671K 0.05% -311 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: 9,406 shares; 2024Q4: 5,396 shares; 2025Q1: 4,468 shares; 2025Q2: 5,207 shares; 2025Q3: 5,048 shares; 2025Q4: 6,059 shares; 2026Q1: 9,747 shares 9,747 $667K 0.05% +3,688 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,618 shares; 2024Q4: 14,815 shares; 2025Q1: 15,315 shares; 2025Q2: 15,373 shares; 2025Q3: 15,429 shares; 2025Q4: 15,493 shares; 2026Q1: 15,258 shares 15,258 $664K 0.05% -235 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,015 shares; 2025Q1: 4,117 shares; 2025Q2: 4,119 shares; 2025Q3: 4,185 shares; 2025Q4: 4,029 shares; 2026Q1: 3,481 shares 3,481 $660K 0.05% -548 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: 3,099 shares; 2024Q4: 3,133 shares; 2025Q1: 3,147 shares; 2025Q2: 3,162 shares; 2025Q3: 3,052 shares; 2025Q4: 3,120 shares; 2026Q1: 3,134 shares 3,134 $639K 0.05% +14 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,858 shares; 2024Q4: 5,486 shares; 2025Q1: 5,931 shares; 2025Q2: 7,406 shares; 2025Q3: 8,879 shares; 2025Q4: 8,609 shares; 2026Q1: 8,864 shares 8,864 $638K 0.05% +255 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: 9,405 shares; 2024Q4: 8,303 shares; 2025Q1: 8,024 shares; 2025Q2: 7,924 shares; 2025Q3: 8,254 shares; 2025Q4: 8,245 shares; 2026Q1: 6,776 shares 6,776 $629K 0.05% -1,469 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,981 shares; 2024Q4: 265,589 shares; 2025Q1: 277,699 shares; 2025Q2: 289,476 shares; 2025Q3: 21,692 shares; 2025Q4: 21,801 shares; 2026Q1: 21,817 shares 21,817 $626K 0.05% +16 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,044 shares; 2025Q4: 134,769 shares; 2026Q1: 25,317 shares 25,317 $624K 0.05% -109,452 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 15,772 shares; 2025Q1: 15,969 shares; 2025Q2: 16,016 shares; 2025Q3: 16,060 shares; 2025Q4: 15,957 shares; 2026Q1: 15,979 shares 15,979 $621K 0.05% +22 Timeline SPHD 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: 22,241 shares; 2024Q4: 12,241 shares; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares; 2025Q4: 12,241 shares; 2026Q1: 12,388 shares 12,388 $615K 0.05% +147 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: 1,677 shares; 2024Q4: 1,807 shares; 2025Q1: 1,537 shares; 2025Q2: 1,606 shares; 2025Q3: 1,782 shares; 2025Q4: 1,799 shares; 2026Q1: 2,797 shares 2,797 $612K 0.05% +998 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: 4,689 shares; 2024Q4: 4,846 shares; 2025Q1: 4,782 shares; 2025Q2: 4,788 shares; 2025Q3: 4,005 shares; 2025Q4: 4,359 shares; 2026Q1: 4,231 shares 4,231 $611K 0.05% -128 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,239 shares; 2024Q4: 14,239 shares; 2025Q1: 14,239 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,239 shares; 2026Q1: 14,910 shares 14,910 $604K 0.05% +671 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: 5,483 shares; 2024Q4: 7,350 shares; 2025Q1: 7,465 shares; 2025Q2: 7,467 shares; 2025Q3: 6,944 shares; 2025Q4: 7,401 shares; 2026Q1: 7,287 shares 7,287 $580K 0.05% -114 Timeline ACWI 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: 5,418 shares; 2024Q4: 4,313 shares; 2025Q1: 4,104 shares; 2025Q2: 4,107 shares; 2025Q3: 4,106 shares; 2025Q4: 4,081 shares; 2026Q1: 4,180 shares 4,180 $578K 0.05% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,701 shares; 2025Q4: 5,770 shares; 2026Q1: 7,792 shares 7,792 $574K 0.05% +2,022 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: 7,290 shares; 2024Q4: 7,387 shares; 2025Q1: 5,854 shares; 2025Q2: 6,405 shares; 2025Q3: 6,433 shares; 2025Q4: 6,687 shares; 2026Q1: 7,296 shares 7,296 $563K 0.05% +609 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: 10,803 shares; 2024Q4: 11,838 shares; 2025Q1: 12,355 shares; 2025Q2: 12,392 shares; 2025Q3: 12,427 shares; 2025Q4: 12,485 shares; 2026Q1: 12,289 shares 12,289 $558K 0.05% -196 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,176 shares; 2025Q1: 2,180 shares; 2025Q2: 2,140 shares; 2025Q3: 2,323 shares; 2025Q4: 2,493 shares; 2026Q1: 2,350 shares 2,350 $555K 0.05% -143 Timeline DSI 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: 4,776 shares; 2024Q4: 4,731 shares; 2025Q1: 4,770 shares; 2025Q2: 4,805 shares; 2025Q3: 5,076 shares; 2025Q4: 5,105 shares; 2026Q1: 4,564 shares 4,564 $553K 0.04% -541 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 554 shares; 2025Q2: 580 shares; 2025Q3: 605 shares; 2025Q4: 619 shares; 2026Q1: 757 shares 757 $552K 0.04% +138 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 2,685 shares; 2025Q3: 2,543 shares; 2025Q4: 3,583 shares; 2026Q1: 3,402 shares 3,402 $550K 0.04% -181 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,177 shares 7,177 $548K 0.04% 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: 1,606 shares; 2024Q4: 1,842 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,933 shares; 2025Q4: 2,004 shares; 2026Q1: 2,202 shares 2,202 $546K 0.04% +198 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 4,602 shares; 2025Q3: 5,048 shares; 2025Q4: 5,145 shares; 2026Q1: 9,558 shares 9,558 $545K 0.04% +4,413 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,644 shares 23,644 $543K 0.04% new Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,244 shares; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,411 shares; 2025Q4: 5,415 shares; 2026Q1: 5,415 shares 5,415 $542K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 6,908 shares; 2025Q1: 6,731 shares; 2025Q2: 6,490 shares; 2025Q3: 6,248 shares; 2025Q4: 6,755 shares; 2026Q1: 5,359 shares 5,359 $521K 0.04% -1,396 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 6,919 shares; 2025Q3: 7,791 shares; 2025Q4: 7,971 shares; 2026Q1: 7,502 shares 7,502 $520K 0.04% -469 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: 9,171 shares; 2024Q4: 9,268 shares; 2025Q1: 8,355 shares; 2025Q2: 8,204 shares; 2025Q3: 7,996 shares; 2025Q4: 7,996 shares; 2026Q1: 7,996 shares 7,996 $518K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,224 shares; 2025Q1: 1,227 shares; 2025Q2: 1,230 shares; 2025Q3: 1,243 shares; 2025Q4: 1,245 shares; 2026Q1: 1,243 shares 1,243 $518K 0.04% -2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 3,198 shares; 2026Q1: 3,327 shares 3,327 $516K 0.04% +129 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: 4,696 shares; 2024Q4: 6,443 shares; 2025Q1: 5,996 shares; 2025Q2: 6,053 shares; 2025Q3: 6,007 shares; 2025Q4: 6,436 shares; 2026Q1: 4,522 shares 4,522 $513K 0.04% -1,914 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,929 shares; 2025Q1: 2,999 shares; 2025Q2: 3,083 shares; 2025Q3: 3,160 shares; 2025Q4: 3,151 shares; 2026Q1: 2,810 shares 2,810 $512K 0.04% -341 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: 4,236 shares; 2024Q4: 4,180 shares; 2025Q1: 3,883 shares; 2025Q2: 3,803 shares; 2025Q3: 3,286 shares; 2025Q4: 3,304 shares; 2026Q1: 3,448 shares 3,448 $503K 0.04% +144 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: 896 shares; 2024Q4: 883 shares; 2025Q1: 1,210 shares; 2025Q2: 1,453 shares; 2025Q3: 1,679 shares; 2025Q4: 1,725 shares; 2026Q1: 1,425 shares 1,425 $501K 0.04% -300 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 713 shares 713 $501K 0.04% -33 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,157 shares; 2025Q1: 1,158 shares; 2025Q2: 1,160 shares; 2025Q3: 1,225 shares; 2025Q4: 1,240 shares; 2026Q1: 1,155 shares 1,155 $499K 0.04% -85 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 5,537 shares; 2025Q3: 5,582 shares; 2025Q4: 5,610 shares; 2026Q1: 6,414 shares 6,414 $497K 0.04% +804 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 12,069 shares; 2025Q1: 14,826 shares; 2025Q2: 15,303 shares; 2025Q3: 15,521 shares; 2025Q4: 15,901 shares; 2026Q1: 17,216 shares 17,216 $489K 0.04% +1,315 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,516 shares; 2024Q4: 22,928 shares; 2025Q1: 22,854 shares; 2025Q2: 23,145 shares; 2025Q3: 23,144 shares; 2025Q4: 21,399 shares; 2026Q1: 21,425 shares 21,425 $486K 0.04% +26 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: 18,640 shares; 2024Q4: 22,996 shares; 2025Q1: 21,381 shares; 2025Q2: 17,800 shares; 2025Q3: 7,955 shares; 2025Q4: 6,666 shares; 2026Q1: 2,513 shares 2,513 $482K 0.04% -4,153 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: 5,141 shares; 2024Q4: 36,679 shares; 2025Q1: 34,041 shares; 2025Q2: 34,554 shares; 2025Q3: 42,817 shares; 2025Q4: 29,621 shares; 2026Q1: 5,767 shares 5,767 $476K 0.04% -23,854 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 3,204 shares; 2026Q1: 4,331 shares 4,331 $470K 0.04% +1,127 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 22,576 shares; 2025Q1: 21,905 shares; 2025Q2: 20,552 shares; 2025Q3: 20,164 shares; 2025Q4: 18,996 shares; 2026Q1: 4,214 shares 4,214 $468K 0.04% -14,782 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 19,906 shares; 2025Q1: 19,931 shares; 2025Q2: 19,956 shares; 2025Q3: 28,781 shares; 2025Q4: 28,479 shares; 2026Q1: 23,158 shares 23,158 $458K 0.04% -5,321 Timeline KBE 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: 4,547 shares; 2024Q4: 5,166 shares; 2025Q1: 6,289 shares; 2025Q2: 6,602 shares; 2025Q3: 7,756 shares; 2025Q4: 7,668 shares; 2026Q1: 7,679 shares 7,679 $457K 0.04% +11 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,277 shares; 2026Q1: 6,682 shares 6,682 $455K 0.04% +1,405 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares; 2025Q3: 1,597 shares; 2025Q4: 1,622 shares; 2026Q1: 1,404 shares 1,404 $450K 0.04% -218 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 5,100 shares; 2025Q1: 5,102 shares; 2025Q2: 6,405 shares; 2025Q3: 6,408 shares; 2025Q4: 6,410 shares; 2026Q1: 6,412 shares 6,412 $444K 0.04% +2 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 4,502 shares; 2026Q1: 4,756 shares 4,756 $433K 0.04% +254 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: 2,968 shares; 2024Q4: 2,967 shares; 2025Q1: 2,971 shares; 2025Q2: 4,150 shares; 2025Q3: 4,035 shares; 2025Q4: 3,992 shares; 2026Q1: 3,324 shares 3,324 $428K 0.03% -668 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 513 shares; 2025Q1: 527 shares; 2025Q2: 578 shares; 2025Q3: 589 shares; 2025Q4: 3,025 shares; 2026Q1: 4,092 shares 4,092 $428K 0.03% +1,067 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,649 shares; 2025Q2: 2,788 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,782 shares 2,782 $425K 0.03% -35 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: 7,731 shares; 2024Q4: 7,418 shares; 2025Q1: 7,505 shares; 2025Q2: 7,687 shares; 2025Q3: 8,764 shares; 2025Q4: 8,167 shares; 2026Q1: 4,709 shares 4,709 $422K 0.03% -3,458 Timeline GCAL 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: 4,501 shares; 2025Q4: 16,707 shares; 2026Q1: 8,315 shares 8,315 $421K 0.03% -8,392 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,920 shares; 2025Q2: 2,932 shares; 2025Q3: 2,942 shares; 2025Q4: 2,963 shares; 2026Q1: 2,958 shares 2,958 $417K 0.03% -5 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,655 shares; 2025Q1: 31,319 shares; 2025Q2: 32,005 shares; 2025Q3: 32,758 shares; 2025Q4: 22,110 shares; 2026Q1: 22,710 shares 22,710 $409K 0.03% +600 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,975 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,890 shares; 2025Q4: 2,851 shares; 2026Q1: 2,830 shares 2,830 $409K 0.03% -21 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: 10,190 shares; 2024Q4: 8,641 shares; 2025Q1: 4,880 shares; 2025Q2: 4,833 shares; 2025Q3: 3,731 shares; 2025Q4: 3,660 shares; 2026Q1: 2,877 shares 2,877 $407K 0.03% -783 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 13,967 shares; 2025Q1: 13,967 shares; 2025Q2: 13,865 shares; 2025Q3: 13,710 shares; 2025Q4: 9,471 shares; 2026Q1: 9,471 shares 9,471 $406K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,027 shares; 2025Q1: 4,013 shares; 2025Q2: 3,946 shares; 2025Q3: 4,109 shares; 2025Q4: 4,124 shares; 2026Q1: 4,134 shares 4,134 $402K 0.03% +10 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 20,813 shares; 2025Q3: 20,813 shares; 2025Q4: 20,813 shares; 2026Q1: 19,613 shares 19,613 $399K 0.03% -1,200 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,375 shares; 2026Q1: 1,825 shares 1,825 $399K 0.03% +450 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,992 shares; 2025Q2: 4,994 shares; 2025Q3: 6,996 shares; 2025Q4: 7,015 shares; 2026Q1: 6,238 shares 6,238 $397K 0.03% -777 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $391K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,480 shares; 2025Q2: 5,978 shares; 2025Q3: 6,066 shares; 2025Q4: 5,999 shares; 2026Q1: 5,890 shares 5,890 $389K 0.03% -109 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: 2,605 shares; 2024Q4: 2,610 shares; 2025Q1: 2,514 shares; 2025Q2: 2,518 shares; 2025Q3: 2,512 shares; 2025Q4: 2,589 shares; 2026Q1: 2,633 shares 2,633 $384K 0.03% +44 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: 1,628 shares; 2024Q4: 1,654 shares; 2025Q1: 2,162 shares; 2025Q2: 2,328 shares; 2025Q3: 2,519 shares; 2025Q4: 2,619 shares; 2026Q1: 1,204 shares 1,204 $383K 0.03% -1,415 Timeline IYM 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: 1,868 shares; 2025Q2: 1,944 shares; 2025Q3: 1,945 shares; 2025Q4: 2,035 shares; 2026Q1: 2,161 shares 2,161 $380K 0.03% +126 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 16,504 shares; 2025Q1: 13,731 shares; 2025Q2: 13,747 shares; 2025Q3: 14,041 shares; 2025Q4: 14,134 shares; 2026Q1: 11,331 shares 11,331 $380K 0.03% -2,803 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 1,804 shares; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 2,546 shares; 2025Q4: 2,268 shares; 2026Q1: 2,073 shares 2,073 $379K 0.03% -195 Timeline VLUE 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: 2,660 shares 2,660 $378K 0.03% new 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: 391 shares; 2025Q1: 414 shares; 2025Q2: 404 shares; 2025Q3: 473 shares; 2025Q4: 560 shares; 2026Q1: 390 shares 390 $375K 0.03% -170 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: 3,862 shares; 2024Q4: 4,033 shares; 2025Q1: 4,041 shares; 2025Q2: 4,051 shares; 2025Q3: 3,896 shares; 2025Q4: 4,012 shares; 2026Q1: 3,649 shares 3,649 $375K 0.03% -363 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: 11,979 shares; 2024Q4: 19,593 shares; 2025Q1: 11,235 shares; 2025Q2: 14,888 shares; 2025Q3: 12,506 shares; 2025Q4: 12,678 shares; 2026Q1: 7,507 shares 7,507 $375K 0.03% -5,171 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,962 shares; 2025Q1: 35,426 shares; 2025Q2: 34,744 shares; 2025Q3: 34,814 shares; 2025Q4: 32,626 shares; 2026Q1: 32,732 shares 32,732 $371K 0.03% +106 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 20,000 shares; 2025Q2: 30,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 43,469 shares 43,469 $370K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,877 shares 1,877 $370K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 11,019 shares; 2025Q1: not reported; 2025Q2: 7,631 shares; 2025Q3: 7,937 shares; 2025Q4: 8,073 shares; 2026Q1: 6,237 shares 6,237 $367K 0.03% -1,836 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 680 shares; 2026Q1: 1,019 shares 1,019 $364K 0.03% +339 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 752 shares; 2025Q4: 837 shares; 2026Q1: 768 shares 768 $354K 0.03% -69 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: 9,149 shares; 2024Q4: 9,516 shares; 2025Q1: 9,537 shares; 2025Q2: 6,699 shares; 2025Q3: 7,307 shares; 2025Q4: 7,879 shares; 2026Q1: 3,334 shares 3,334 $354K 0.03% -4,545 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,932 shares; 2025Q1: 1,990 shares; 2025Q2: 1,947 shares; 2025Q3: 2,005 shares; 2025Q4: 2,024 shares; 2026Q1: 2,028 shares 2,028 $343K 0.03% +4 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: 1,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,675 shares 1,675 $341K 0.03% +262 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: 10,679 shares; 2024Q4: 30,885 shares; 2025Q1: 30,788 shares; 2025Q2: 32,172 shares; 2025Q3: 34,496 shares; 2025Q4: 33,881 shares; 2026Q1: 33,542 shares 33,542 $336K 0.03% -339 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: 4,080 shares; 2024Q4: 3,683 shares; 2025Q1: 3,628 shares; 2025Q2: 3,660 shares; 2025Q3: 3,880 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares 2,671 $333K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares; 2026Q1: 4,474 shares 4,474 $333K 0.03% +1,374 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 922 shares; 2025Q1: 795 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 1,036 shares; 2026Q1: 1,055 shares 1,055 $331K 0.03% +19 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,575 shares; 2024Q4: 29,575 shares; 2025Q1: 29,575 shares; 2025Q2: 38,416 shares; 2025Q3: 38,416 shares; 2025Q4: 38,416 shares; 2026Q1: 38,416 shares 38,416 $326K 0.03% 0 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: 489 shares; 2024Q4: 541 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 486 shares; 2025Q4: 480 shares; 2026Q1: 477 shares 477 $325K 0.03% -3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,330 shares; 2025Q4: 8,783 shares; 2026Q1: 7,369 shares 7,369 $325K 0.03% -1,414 Timeline SPYI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 5,876 shares; 2026Q1: 6,539 shares 6,539 $323K 0.03% +663 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: 1,029 shares; 2025Q4: 972 shares; 2026Q1: 933 shares 933 $315K 0.03% -39 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,742 shares; 2025Q1: 1,758 shares; 2025Q2: 1,685 shares; 2025Q3: 1,694 shares; 2025Q4: 1,610 shares; 2026Q1: 1,618 shares 1,618 $314K 0.03% +8 Timeline IFRA 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: 6,351 shares; 2025Q1: 5,494 shares; 2025Q2: 5,479 shares; 2025Q3: 5,479 shares; 2025Q4: 5,479 shares; 2026Q1: 5,470 shares 5,470 $313K 0.03% -9 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,986 shares; 2026Q1: 7,343 shares 7,343 $313K 0.03% +1,357 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 19,982 shares; 2025Q1: 19,643 shares; 2025Q2: 19,657 shares; 2025Q3: 19,481 shares; 2025Q4: 16,703 shares; 2026Q1: 16,692 shares 16,692 $312K 0.03% -11 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,927 shares; 2025Q2: 2,857 shares; 2025Q3: 2,857 shares; 2025Q4: 2,342 shares; 2026Q1: 2,295 shares 2,295 $311K 0.03% -47 Timeline IEUR 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: 14,277 shares; 2024Q4: 12,572 shares; 2025Q1: 20,628 shares; 2025Q2: 19,123 shares; 2025Q3: 22,208 shares; 2025Q4: 24,089 shares; 2026Q1: 4,380 shares 4,380 $308K 0.03% -19,709 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,465 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,448 shares; 2026Q1: 933 shares 933 $305K 0.02% -515 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares; 2025Q4: 5,452 shares; 2026Q1: 5,771 shares 5,771 $304K 0.02% +319 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 4,305 shares 4,305 $304K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 5,571 shares; 2026Q1: 5,576 shares 5,576 $302K 0.02% +5 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 2,639 shares; 2026Q1: 2,639 shares 2,639 $301K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 7,814 shares; 2025Q1: 7,537 shares; 2025Q2: 10,240 shares; 2025Q3: 7,368 shares; 2025Q4: 7,452 shares; 2026Q1: 4,960 shares 4,960 $301K 0.02% -2,492 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,987 shares 1,987 $295K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 299 shares 299 $293K 0.02% +3 Timeline ORACLE CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $293K 0.02% new QQQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 5,709 shares; 2025Q4: 5,867 shares; 2026Q1: 5,844 shares 5,844 $290K 0.02% -23 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 5,200 shares; 2025Q3: 4,810 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $290K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 15,921 shares; 2025Q1: 15,354 shares; 2025Q2: 15,561 shares; 2025Q3: 15,479 shares; 2025Q4: 16,664 shares; 2026Q1: 3,402 shares 3,402 $289K 0.02% -13,262 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 12,368 shares; 2025Q1: 12,921 shares; 2025Q2: 13,881 shares; 2025Q3: 14,434 shares; 2025Q4: 14,847 shares; 2026Q1: 12,921 shares 12,921 $289K 0.02% -1,926 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 1,006 shares; 2025Q1: 988 shares; 2025Q2: 989 shares; 2025Q3: 991 shares; 2025Q4: 1,072 shares; 2026Q1: 988 shares 988 $288K 0.02% -84 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: 9,573 shares; 2024Q4: 8,883 shares; 2025Q1: 8,766 shares; 2025Q2: 7,276 shares; 2025Q3: 8,188 shares; 2025Q4: 8,584 shares; 2026Q1: 5,598 shares 5,598 $281K 0.02% -2,986 Timeline SHV 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: 2,026 shares; 2026Q1: 2,527 shares 2,527 $279K 0.02% +501 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares 1,129 $276K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,081 shares; 2024Q4: 10,864 shares; 2025Q1: 11,612 shares; 2025Q2: 10,381 shares; 2025Q3: 11,601 shares; 2025Q4: 9,618 shares; 2026Q1: 2,500 shares 2,500 $272K 0.02% -7,118 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,893 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares; 2026Q1: 2,750 shares 2,750 $272K 0.02% -58 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,710 shares; 2025Q2: 13,215 shares; 2025Q3: 13,233 shares; 2025Q4: 10,731 shares; 2026Q1: 12,747 shares 12,747 $270K 0.02% +2,016 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,002 shares; 2025Q1: 2,069 shares; 2025Q2: 2,074 shares; 2025Q3: 2,079 shares; 2025Q4: 2,084 shares; 2026Q1: 2,027 shares 2,027 $268K 0.02% -57 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,271 shares; 2025Q1: 3,287 shares; 2025Q2: 3,283 shares; 2025Q3: 3,301 shares; 2025Q4: 3,317 shares; 2026Q1: 3,332 shares 3,332 $266K 0.02% +15 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,114 shares 5,114 $263K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,675 shares; 2025Q4: 4,708 shares; 2026Q1: 4,725 shares 4,725 $261K 0.02% +17 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: 3,519 shares; 2025Q2: 3,520 shares; 2025Q3: 3,823 shares; 2025Q4: 3,825 shares; 2026Q1: 3,997 shares 3,997 $260K 0.02% +172 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 36,406 shares; 2025Q4: 32,366 shares; 2026Q1: 20,465 shares 20,465 $259K 0.02% -11,901 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: 3,077 shares; 2024Q4: 2,832 shares; 2025Q1: 2,686 shares; 2025Q2: 2,650 shares; 2025Q3: 2,588 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares 5,176 $259K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 1,754 shares; 2025Q1: 1,892 shares; 2025Q2: 2,064 shares; 2025Q3: 2,069 shares; 2025Q4: 2,129 shares; 2026Q1: 1,957 shares 1,957 $256K 0.02% -172 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 3,207 shares; 2025Q1: 3,223 shares; 2025Q2: 3,240 shares; 2025Q3: 3,151 shares; 2025Q4: 3,148 shares; 2026Q1: 3,084 shares 3,084 $250K 0.02% -64 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares; 2026Q1: 3,301 shares 3,301 $248K 0.02% -2 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,654 shares; 2026Q1: 1,627 shares 1,627 $248K 0.02% -27 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: 8,846 shares; 2024Q4: 2,827 shares; 2025Q1: 4,190 shares; 2025Q2: 3,594 shares; 2025Q3: 2,909 shares; 2025Q4: 3,481 shares; 2026Q1: 2,851 shares 2,851 $247K 0.02% -630 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: 998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721 shares 721 $246K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,065 shares; 2025Q1: 1,068 shares; 2025Q2: 1,064 shares; 2025Q3: 1,149 shares; 2025Q4: 1,180 shares; 2026Q1: 1,166 shares 1,166 $245K 0.02% -14 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,463 shares; 2025Q4: 1,959 shares; 2026Q1: 2,056 shares 2,056 $244K 0.02% +97 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,473 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares; 2026Q1: 3,152 shares 3,152 $240K 0.02% -1,000 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,817 shares 5,817 $239K 0.02% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK 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: 8,097 shares; 2025Q3: 8,959 shares; 2025Q4: 9,054 shares; 2026Q1: 8,028 shares 8,028 $239K 0.02% -1,026 Timeline CLOI 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: 4,534 shares 4,534 $239K 0.02% new Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 71,733 shares; 2025Q2: 70,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $239K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,828 shares; 2026Q1: 1,290 shares 1,290 $235K 0.02% -538 Timeline GMUB 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: 10,940 shares; 2026Q1: 4,603 shares 4,603 $235K 0.02% -6,337 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT 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: not reported; 2025Q4: not reported; 2026Q1: 2,128 shares 2,128 $232K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,465 shares 1,465 $230K 0.02% +8 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,818 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares; 2025Q4: not reported; 2026Q1: 930 shares 930 $230K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,210 shares; 2025Q1: 2,215 shares; 2025Q2: 2,270 shares; 2025Q3: 2,281 shares; 2025Q4: 2,351 shares; 2026Q1: 2,347 shares 2,347 $229K 0.02% -4 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: 2,122 shares; 2024Q4: 2,714 shares; 2025Q1: 3,943 shares; 2025Q2: 3,084 shares; 2025Q3: 3,050 shares; 2025Q4: 4,186 shares; 2026Q1: 2,302 shares 2,302 $228K 0.02% -1,884 Timeline GDXJ 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: 1,870 shares; 2026Q1: 1,870 shares 1,870 $224K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,064 shares 9,064 $224K 0.02% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,335 shares; 2025Q1: 2,055 shares; 2025Q2: 2,063 shares; 2025Q3: 2,083 shares; 2025Q4: 2,094 shares; 2026Q1: 2,103 shares 2,103 $223K 0.02% +9 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: 2,851 shares; 2024Q4: 3,280 shares; 2025Q1: 3,316 shares; 2025Q2: 3,243 shares; 2025Q3: 3,311 shares; 2025Q4: 5,361 shares; 2026Q1: 2,569 shares 2,569 $223K 0.02% -2,792 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,246 shares; 2024Q4: 124,246 shares; 2025Q1: 120,246 shares; 2025Q2: 148,246 shares; 2025Q3: 148,246 shares; 2025Q4: 148,246 shares; 2026Q1: 168,246 shares 168,246 $222K 0.02% +20,000 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: not reported; 2024Q4: 358 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $222K 0.02% 0 Timeline CNBS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 13,227 shares; 2025Q4: 10,027 shares; 2026Q1: 10,027 shares 10,027 $221K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $218K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,371 shares; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: 3,849 shares; 2025Q4: 3,809 shares; 2026Q1: 2,405 shares 2,405 $217K 0.02% -1,404 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 2,381 shares; 2025Q2: 2,436 shares; 2025Q3: 2,248 shares; 2025Q4: 5,438 shares; 2026Q1: 1,830 shares 1,830 $217K 0.02% -3,608 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,446 shares; 2025Q1: 4,321 shares; 2025Q2: 4,179 shares; 2025Q3: 4,643 shares; 2025Q4: 4,530 shares; 2026Q1: 3,760 shares 3,760 $217K 0.02% -770 Timeline INTF 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: 5,514 shares 5,514 $215K 0.02% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS 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: not reported; 2026Q1: 4,735 shares 4,735 $214K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 1,324 shares; 2025Q3: 1,327 shares; 2025Q4: 1,365 shares; 2026Q1: 1,351 shares 1,351 $212K 0.02% -14 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: 13,302 shares; 2024Q4: 15,294 shares; 2025Q1: 15,109 shares; 2025Q2: 14,957 shares; 2025Q3: 17,980 shares; 2025Q4: 19,664 shares; 2026Q1: 3,622 shares 3,622 $211K 0.02% -16,042 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 830 shares; 2026Q1: 713 shares 713 $210K 0.02% -117 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 1,267 shares; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $210K 0.02% new Timeline LIT 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: 6,310 shares; 2024Q4: 5,808 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,787 shares 2,787 $207K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,400 shares 1,400 $206K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 969 shares; 2025Q4: 992 shares; 2026Q1: 981 shares 981 $205K 0.02% -11 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 620 shares; 2026Q1: 464 shares 464 $202K 0.02% -156 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,869 shares; 2025Q2: 2,102 shares; 2025Q3: 2,079 shares; 2025Q4: 2,098 shares; 2026Q1: 1,417 shares 1,417 $202K 0.02% -681 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: 11,048 shares; 2024Q4: 14,797 shares; 2025Q1: 13,993 shares; 2025Q2: 13,216 shares; 2025Q3: 12,668 shares; 2025Q4: 9,113 shares; 2026Q1: 2,125 shares 2,125 $202K 0.02% -6,988 Timeline HEZU 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: 4,997 shares; 2025Q3: 4,766 shares; 2025Q4: 4,736 shares; 2026Q1: 4,606 shares 4,606 $201K 0.02% -130 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,577 shares; 2025Q1: 39,261 shares; 2025Q2: 40,861 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,225 shares 13,225 $181K 0.01% new Timeline PXLW PIXELWORKS INC More: the full row for PIXELWORKS 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: 12,500 shares; 2026Q1: 12,500 shares 12,500 $67.5K 0.01% 0 Timeline SNAL SNAIL INC More: the full row for SNAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,656 shares; 2025Q2: 20,203 shares; 2025Q3: not reported; 2025Q4: 111,491 shares; 2026Q1: 111,491 shares 111,491 $57K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP 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: 12,032 shares 12,032 $55.3K <0.01% new Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $43.3K <0.01% 0 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS 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: 16,686 shares 16,686 $29.4K <0.01% new Timeline BCAB BIOATLA INC More: the full row for BIOATLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,232 shares; 2025Q1: 47,232 shares; 2025Q2: 47,232 shares; 2025Q3: 47,232 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $3.22K <0.01% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $2.47K <0.01% 0 Timeline