FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,961 shares; 2025Q3: 314,998 shares; 2025Q4: 393,522 shares; 2026Q1: 539,122 shares 539,122 $26.4M 4.46% +145,600 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,703 shares; 2024Q4: 552,033 shares; 2025Q1: 516,007 shares; 2025Q2: 373,889 shares; 2025Q3: 363,171 shares; 2025Q4: 323,300 shares; 2026Q1: 326,134 shares 326,134 $25M 4.22% +2,834 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,427 shares; 2024Q4: 242,141 shares; 2025Q1: 205,166 shares; 2025Q2: 256,247 shares; 2025Q3: 212,594 shares; 2025Q4: 182,123 shares; 2026Q1: 158,685 shares 158,685 $11.8M 2% -23,438 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: 16,288 shares; 2024Q4: 17,580 shares; 2025Q1: 18,389 shares; 2025Q2: 16,022 shares; 2025Q3: 15,659 shares; 2025Q4: 15,553 shares; 2026Q1: 14,959 shares 14,959 $9.77M 1.65% -594 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: 171,046 shares; 2024Q4: 182,374 shares; 2025Q1: 185,291 shares; 2025Q2: 184,472 shares; 2025Q3: 220,888 shares; 2025Q4: 186,260 shares; 2026Q1: 166,159 shares 166,159 $9.67M 1.64% -20,101 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: 15,900 shares; 2024Q4: 17,702 shares; 2025Q1: 19,509 shares; 2025Q2: 20,756 shares; 2025Q3: 22,692 shares; 2025Q4: 23,941 shares; 2026Q1: 25,862 shares 25,862 $9.57M 1.62% +1,921 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: 24,473 shares; 2024Q4: 26,640 shares; 2025Q1: 36,206 shares; 2025Q2: 38,447 shares; 2025Q3: 42,936 shares; 2025Q4: 47,066 shares; 2026Q1: 43,477 shares 43,477 $9.18M 1.55% -3,589 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: 28,650 shares; 2024Q4: 32,418 shares; 2025Q1: 33,318 shares; 2025Q2: 34,527 shares; 2025Q3: 33,798 shares; 2025Q4: 32,398 shares; 2026Q1: 30,968 shares 30,968 $8.91M 1.51% -1,430 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: 115,237 shares; 2024Q4: 119,764 shares; 2025Q1: 115,393 shares; 2025Q2: 93,460 shares; 2025Q3: 93,008 shares; 2025Q4: 79,182 shares; 2026Q1: 75,101 shares 75,101 $8.49M 1.44% -4,081 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: 78,879 shares; 2024Q4: 81,339 shares; 2025Q1: 97,826 shares; 2025Q2: 159,001 shares; 2025Q3: 158,244 shares; 2025Q4: 144,988 shares; 2026Q1: 120,555 shares 120,555 $8.41M 1.42% -24,433 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: 26,424 shares; 2024Q4: 28,299 shares; 2025Q1: 27,851 shares; 2025Q2: 30,371 shares; 2025Q3: 32,723 shares; 2025Q4: 30,159 shares; 2026Q1: 30,498 shares 30,498 $7.74M 1.31% +339 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: 63,478 shares; 2024Q4: 67,641 shares; 2025Q1: 75,390 shares; 2025Q2: 77,382 shares; 2025Q3: 69,072 shares; 2025Q4: 41,345 shares; 2026Q1: 38,125 shares 38,125 $7.31M 1.24% -3,220 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: 27,315 shares; 2024Q4: 30,352 shares; 2025Q1: 31,704 shares; 2025Q2: 31,508 shares; 2025Q3: 32,748 shares; 2025Q4: 34,682 shares; 2026Q1: 34,567 shares 34,567 $7.2M 1.22% -115 Timeline EPS 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: not reported; 2024Q4: 7,220 shares; 2025Q1: 21,514 shares; 2025Q2: 41,934 shares; 2025Q3: 50,266 shares; 2025Q4: 71,410 shares; 2026Q1: 96,254 shares 96,254 $6.56M 1.11% +24,844 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: 12,507 shares; 2024Q4: 14,471 shares; 2025Q1: 16,280 shares; 2025Q2: 23,098 shares; 2025Q3: 29,806 shares; 2025Q4: 31,884 shares; 2026Q1: 37,531 shares 37,531 $6.55M 1.11% +5,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: 13,676 shares; 2025Q4: 16,003 shares; 2026Q1: 21,813 shares 21,813 $6.26M 1.06% +5,810 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,213 shares; 2025Q2: 116,017 shares; 2025Q3: 249,675 shares; 2025Q4: 237,913 shares; 2026Q1: 234,791 shares 234,791 $5.83M 0.99% -3,122 Timeline BFOC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340,816 shares; 2026Q1: 336,088 shares 336,088 $5.78M 0.98% -4,728 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 47,133 shares; 2025Q1: 70,910 shares; 2025Q2: 94,370 shares; 2025Q3: 141,121 shares; 2025Q4: 157,437 shares; 2026Q1: 166,783 shares 166,783 $5.76M 0.97% +9,346 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: 8,684 shares; 2024Q4: 10,221 shares; 2025Q1: 10,465 shares; 2025Q2: 10,147 shares; 2025Q3: 9,744 shares; 2025Q4: 10,062 shares; 2026Q1: 9,922 shares 9,922 $5.68M 0.96% -140 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: 2,415 shares; 2024Q4: 2,528 shares; 2025Q1: 3,093 shares; 2025Q2: 3,994 shares; 2025Q3: 5,420 shares; 2025Q4: 5,644 shares; 2026Q1: 6,153 shares 6,153 $5.66M 0.96% +509 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,181 shares; 2025Q1: 4,407 shares; 2025Q2: 9,020 shares; 2025Q3: 10,929 shares; 2025Q4: 17,067 shares; 2026Q1: 23,709 shares 23,709 $5.63M 0.95% +6,642 Timeline IGIB 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: 9,002 shares; 2025Q3: 38,167 shares; 2025Q4: 70,579 shares; 2026Q1: 93,587 shares 93,587 $4.98M 0.84% +23,008 Timeline IGLB 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: 8,175 shares; 2025Q3: 39,064 shares; 2025Q4: 75,530 shares; 2026Q1: 100,217 shares 100,217 $4.97M 0.84% +24,687 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: 60,689 shares; 2024Q4: 72,708 shares; 2025Q1: 53,528 shares; 2025Q2: 58,188 shares; 2025Q3: 81,789 shares; 2025Q4: 83,052 shares; 2026Q1: 88,000 shares 88,000 $4.89M 0.83% +4,948 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,648 shares; 2024Q4: 23,098 shares; 2025Q1: 29,775 shares; 2025Q2: 46,337 shares; 2025Q3: 54,005 shares; 2025Q4: 76,929 shares; 2026Q1: 95,975 shares 95,975 $4.88M 0.82% +19,046 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: 44,103 shares; 2024Q4: 45,674 shares; 2025Q1: 42,214 shares; 2025Q2: 40,239 shares; 2025Q3: 40,945 shares; 2025Q4: 35,253 shares; 2026Q1: 33,547 shares 33,547 $4.74M 0.8% -1,706 Timeline BGLD 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: 244,945 shares; 2024Q4: 399,863 shares; 2025Q1: 383,282 shares; 2025Q2: 355,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,564 shares 274,564 $4.71M 0.8% new 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: 1,667 shares; 2024Q4: 3,199 shares; 2025Q1: 3,389 shares; 2025Q2: 7,395 shares; 2025Q3: 10,096 shares; 2025Q4: 12,040 shares; 2026Q1: 14,825 shares 14,825 $4.59M 0.78% +2,785 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572,864 shares; 2024Q4: 638,109 shares; 2025Q1: 654,811 shares; 2025Q2: 652,297 shares; 2025Q3: 686,872 shares; 2025Q4: 695,523 shares; 2026Q1: 438,015 shares 438,015 $4.46M 0.75% -257,508 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: 7,743 shares; 2024Q4: 7,302 shares; 2025Q1: 7,972 shares; 2025Q2: 7,344 shares; 2025Q3: 7,344 shares; 2025Q4: 7,466 shares; 2026Q1: 7,399 shares 7,399 $4.42M 0.75% -67 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,302 shares; 2025Q1: 48,720 shares; 2025Q2: 77,821 shares; 2025Q3: 168,555 shares; 2025Q4: 137,611 shares; 2026Q1: 79,467 shares 79,467 $4.33M 0.73% -58,144 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,270 shares; 2024Q4: 24,847 shares; 2025Q1: 29,110 shares; 2025Q2: 45,879 shares; 2025Q3: 102,983 shares; 2025Q4: 151,794 shares; 2026Q1: 185,287 shares 185,287 $4.32M 0.73% +33,493 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,357 shares; 2025Q4: 148,287 shares; 2026Q1: 138,636 shares 138,636 $4.27M 0.72% -9,651 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: 19,018 shares; 2024Q4: 21,036 shares; 2025Q1: 22,061 shares; 2025Q2: 18,975 shares; 2025Q3: 15,410 shares; 2025Q4: 14,270 shares; 2026Q1: 12,193 shares 12,193 $4.12M 0.7% -2,077 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 3,213 shares; 2025Q1: 3,846 shares; 2025Q2: 5,060 shares; 2025Q3: 6,553 shares; 2025Q4: 7,216 shares; 2026Q1: 8,383 shares 8,383 $4.02M 0.68% +1,167 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: 9,109 shares; 2024Q4: 10,285 shares; 2025Q1: 10,238 shares; 2025Q2: 11,123 shares; 2025Q3: 11,707 shares; 2025Q4: 12,007 shares; 2026Q1: 12,890 shares 12,890 $3.9M 0.66% +883 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,293 shares; 2025Q1: 4,512 shares; 2025Q2: 9,450 shares; 2025Q3: 11,664 shares; 2025Q4: 11,944 shares; 2026Q1: 11,370 shares 11,370 $3.89M 0.66% -574 Timeline SDVY 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: 133,991 shares; 2024Q4: 128,746 shares; 2025Q1: 118,291 shares; 2025Q2: 129,580 shares; 2025Q3: 127,460 shares; 2025Q4: 102,021 shares; 2026Q1: 98,394 shares 98,394 $3.88M 0.66% -3,627 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,387 shares; 2024Q4: 160,720 shares; 2025Q1: 138,874 shares; 2025Q2: 144,078 shares; 2025Q3: 162,813 shares; 2025Q4: 150,988 shares; 2026Q1: 149,392 shares 149,392 $3.83M 0.65% -1,596 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,936 shares; 2025Q3: 137,406 shares; 2025Q4: 121,499 shares; 2026Q1: 115,751 shares 115,751 $3.81M 0.65% -5,748 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,279 shares; 2025Q2: 87,537 shares; 2025Q3: 112,160 shares; 2025Q4: 123,515 shares; 2026Q1: 127,319 shares 127,319 $3.78M 0.64% +3,804 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: 4,196 shares; 2024Q4: 4,912 shares; 2025Q1: 5,089 shares; 2025Q2: 7,075 shares; 2025Q3: 9,705 shares; 2025Q4: 10,755 shares; 2026Q1: 12,786 shares 12,786 $3.76M 0.64% +2,031 Timeline SQMX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,919 shares; 2025Q4: 115,147 shares; 2026Q1: 111,911 shares 111,911 $3.73M 0.63% -3,236 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,758 shares; 2025Q1: 27,569 shares; 2025Q2: 28,108 shares; 2025Q3: 29,143 shares; 2025Q4: 33,607 shares; 2026Q1: 32,821 shares 32,821 $3.68M 0.62% -786 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 6,712 shares; 2025Q1: 7,199 shares; 2025Q2: 9,779 shares; 2025Q3: 13,380 shares; 2025Q4: 15,606 shares; 2026Q1: 19,444 shares 19,444 $3.63M 0.61% +3,838 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 2,549 shares; 2025Q1: 2,812 shares; 2025Q2: 11,477 shares; 2025Q3: 12,322 shares; 2025Q4: 13,026 shares; 2026Q1: 14,582 shares 14,582 $3.56M 0.6% +1,556 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,293 shares; 2025Q3: 119,882 shares; 2025Q4: 100,694 shares; 2026Q1: 95,870 shares 95,870 $3.47M 0.59% -4,824 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: not reported; 2024Q4: 8,606 shares; 2025Q1: 20,027 shares; 2025Q2: 43,944 shares; 2025Q3: 54,545 shares; 2025Q4: 64,281 shares; 2026Q1: 83,859 shares 83,859 $3.4M 0.58% +19,578 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,436 shares; 2025Q4: 42,418 shares; 2026Q1: 41,347 shares 41,347 $3.33M 0.56% -1,071 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 36,147 shares; 2025Q1: 40,894 shares; 2025Q2: 51,731 shares; 2025Q3: 71,247 shares; 2025Q4: 77,097 shares; 2026Q1: 78,958 shares 78,958 $3.28M 0.55% +1,861 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,184 shares; 2024Q4: 108,969 shares; 2025Q1: 74,020 shares; 2025Q2: 69,727 shares; 2025Q3: 40,251 shares; 2025Q4: 30,769 shares; 2026Q1: 29,080 shares 29,080 $3.24M 0.55% -1,689 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,505 shares; 2024Q4: 30,338 shares; 2025Q1: 30,093 shares; 2025Q2: 42,251 shares; 2025Q3: 56,081 shares; 2025Q4: 64,057 shares; 2026Q1: 68,824 shares 68,824 $3.04M 0.51% +4,767 Timeline GSUS 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: 47,501 shares; 2024Q4: 47,575 shares; 2025Q1: 47,400 shares; 2025Q2: 43,764 shares; 2025Q3: 34,602 shares; 2025Q4: 33,583 shares; 2026Q1: 33,592 shares 33,592 $3.01M 0.51% +9 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 4,920 shares; 2025Q1: 5,815 shares; 2025Q2: 25,138 shares; 2025Q3: 42,525 shares; 2025Q4: 47,501 shares; 2026Q1: 62,206 shares 62,206 $3.01M 0.51% +14,705 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,334 shares; 2025Q3: 23,108 shares; 2025Q4: 42,977 shares; 2026Q1: 57,083 shares 57,083 $3M 0.51% +14,106 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: 3,248 shares; 2024Q4: 3,548 shares; 2025Q1: 3,928 shares; 2025Q2: 7,114 shares; 2025Q3: 9,103 shares; 2025Q4: 8,648 shares; 2026Q1: 11,015 shares 11,015 $2.98M 0.5% +2,367 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,942 shares; 2024Q4: 107,901 shares; 2025Q1: 112,111 shares; 2025Q2: 101,364 shares; 2025Q3: 73,022 shares; 2025Q4: 68,635 shares; 2026Q1: 62,723 shares 62,723 $2.9M 0.49% -5,912 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: 2,791 shares; 2024Q4: 3,530 shares; 2025Q1: 2,984 shares; 2025Q2: 4,314 shares; 2025Q3: 6,485 shares; 2025Q4: 6,859 shares; 2026Q1: 7,660 shares 7,660 $2.85M 0.48% +801 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,741 shares; 2026Q1: 64,478 shares 64,478 $2.83M 0.48% -2,263 Timeline QMAG 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: 282,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,315 shares; 2025Q4: 119,971 shares; 2026Q1: 119,469 shares 119,469 $2.77M 0.47% -502 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 12,260 shares; 2025Q1: 14,714 shares; 2025Q2: 18,011 shares; 2025Q3: 26,379 shares; 2025Q4: 28,373 shares; 2026Q1: 29,441 shares 29,441 $2.72M 0.46% +1,068 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: 15,512 shares; 2024Q4: 27,321 shares; 2025Q1: 28,560 shares; 2025Q2: 30,960 shares; 2025Q3: 29,989 shares; 2025Q4: 28,930 shares; 2026Q1: 26,991 shares 26,991 $2.68M 0.45% -1,939 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,533 shares; 2025Q2: 34,267 shares; 2025Q3: 39,388 shares; 2025Q4: 62,376 shares; 2026Q1: 88,708 shares 88,708 $2.64M 0.45% +26,332 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 8,539 shares; 2025Q3: 18,691 shares; 2025Q4: 23,118 shares; 2026Q1: 31,320 shares 31,320 $2.56M 0.43% +8,202 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,041 shares; 2025Q2: 60,518 shares; 2025Q3: 71,774 shares; 2025Q4: 52,664 shares; 2026Q1: 55,568 shares 55,568 $2.55M 0.43% +2,904 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,722 shares; 2024Q4: 43,172 shares; 2025Q1: 44,050 shares; 2025Q2: 39,431 shares; 2025Q3: 33,987 shares; 2025Q4: 32,651 shares; 2026Q1: 26,949 shares 26,949 $2.53M 0.43% -5,702 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: 8,276 shares; 2024Q4: 9,500 shares; 2025Q1: 9,121 shares; 2025Q2: 10,732 shares; 2025Q3: 12,376 shares; 2025Q4: 13,671 shares; 2026Q1: 14,670 shares 14,670 $2.49M 0.42% +999 Timeline BIZD 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: 24,653 shares; 2025Q4: 71,845 shares; 2026Q1: 192,765 shares 192,765 $2.47M 0.42% +120,920 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,806 shares 74,806 $2.45M 0.42% new Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,725 shares 102,725 $2.44M 0.41% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,620 shares; 2025Q1: 15,661 shares; 2025Q2: 15,215 shares; 2025Q3: 15,493 shares; 2025Q4: 45,411 shares; 2026Q1: 64,516 shares 64,516 $2.39M 0.4% +19,105 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: 19,919 shares; 2024Q4: 21,638 shares; 2025Q1: 22,176 shares; 2025Q2: 23,639 shares; 2025Q3: 28,098 shares; 2025Q4: 22,485 shares; 2026Q1: 22,503 shares 22,503 $2.39M 0.4% +18 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,659 shares; 2024Q4: 84,871 shares; 2025Q1: 81,452 shares; 2025Q2: 78,849 shares; 2025Q3: 76,429 shares; 2025Q4: 70,516 shares; 2026Q1: 69,302 shares 69,302 $2.34M 0.4% -1,214 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,237 shares; 2026Q1: 46,397 shares 46,397 $2.34M 0.4% -840 Timeline SHLD 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: 33,317 shares; 2025Q4: 29,537 shares; 2026Q1: 32,666 shares 32,666 $2.31M 0.39% +3,129 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,367 shares; 2024Q4: 96,822 shares; 2025Q1: 102,411 shares; 2025Q2: 99,233 shares; 2025Q3: 111,489 shares; 2025Q4: 104,227 shares; 2026Q1: 99,439 shares 99,439 $2.31M 0.39% -4,788 Timeline AMID 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: 26,278 shares; 2024Q4: 64,854 shares; 2025Q1: 66,079 shares; 2025Q2: 39,924 shares; 2025Q3: 58,912 shares; 2025Q4: 66,881 shares; 2026Q1: 71,325 shares 71,325 $2.29M 0.39% +4,444 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 14,632 shares; 2025Q1: 23,234 shares; 2025Q2: 34,930 shares; 2025Q3: 38,078 shares; 2025Q4: 38,263 shares; 2026Q1: 48,538 shares 48,538 $2.28M 0.39% +10,275 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: 3,449 shares; 2024Q4: 3,399 shares; 2025Q1: 3,959 shares; 2025Q2: 3,975 shares; 2025Q3: 3,599 shares; 2025Q4: 3,730 shares; 2026Q1: 3,477 shares 3,477 $2.26M 0.38% -253 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 47,076 shares; 2026Q1: 44,107 shares 44,107 $2.2M 0.37% -2,969 Timeline CORO 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: not reported; 2025Q4: not reported; 2026Q1: 68,249 shares 68,249 $2.19M 0.37% new Timeline BUFD 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: 127,560 shares; 2024Q4: 127,536 shares; 2025Q1: 125,354 shares; 2025Q2: 82,743 shares; 2025Q3: 81,666 shares; 2025Q4: 78,356 shares; 2026Q1: 77,356 shares 77,356 $2.17M 0.37% -1,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 6,141 shares; 2025Q1: 7,050 shares; 2025Q2: 6,622 shares; 2025Q3: 6,771 shares; 2025Q4: 7,488 shares; 2026Q1: 7,543 shares 7,543 $2.16M 0.37% +55 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 891 shares; 2025Q1: 888 shares; 2025Q2: 764 shares; 2025Q3: 675 shares; 2025Q4: 623 shares; 2026Q1: 513 shares 513 $2.16M 0.37% -110 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,479 shares; 2025Q3: 78,170 shares; 2025Q4: 84,153 shares; 2026Q1: 79,332 shares 79,332 $2.09M 0.35% -4,821 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,382 shares; 2026Q1: 62,172 shares 62,172 $2.09M 0.35% -1,210 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: 6,243 shares; 2024Q4: 6,898 shares; 2025Q1: 6,808 shares; 2025Q2: 6,231 shares; 2025Q3: 5,010 shares; 2025Q4: 4,775 shares; 2026Q1: 4,048 shares 4,048 $2.02M 0.34% -727 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: 3,740 shares; 2024Q4: 3,748 shares; 2025Q1: 3,828 shares; 2025Q2: 3,900 shares; 2025Q3: 3,853 shares; 2025Q4: 3,284 shares; 2026Q1: 3,302 shares 3,302 $2M 0.34% +18 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,478 shares; 2025Q4: 94,317 shares; 2026Q1: 92,704 shares 92,704 $2M 0.34% -1,613 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,555 shares; 2025Q3: 4,637 shares; 2025Q4: 5,369 shares; 2026Q1: 7,018 shares 7,018 $1.99M 0.34% +1,649 Timeline BFJL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,251 shares; 2025Q4: 119,733 shares; 2026Q1: 118,067 shares 118,067 $1.98M 0.33% -1,666 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,825 shares 28,825 $1.97M 0.33% new Timeline KNG 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: 16,777 shares; 2024Q4: 27,049 shares; 2025Q1: 27,551 shares; 2025Q2: 42,792 shares; 2025Q3: 39,002 shares; 2025Q4: 38,833 shares; 2026Q1: 40,064 shares 40,064 $1.95M 0.33% +1,231 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 32,749 shares; 2025Q4: 63,402 shares; 2026Q1: 84,426 shares 84,426 $1.94M 0.33% +21,024 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: 10,120 shares; 2024Q4: 10,264 shares; 2025Q1: 11,376 shares; 2025Q2: 11,243 shares; 2025Q3: 12,014 shares; 2025Q4: 4,788 shares; 2026Q1: 4,398 shares 4,398 $1.92M 0.32% -390 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,819 shares; 2024Q4: 37,605 shares; 2025Q1: 42,325 shares; 2025Q2: 49,077 shares; 2025Q3: 45,023 shares; 2025Q4: 39,452 shares; 2026Q1: 38,390 shares 38,390 $1.91M 0.32% -1,062 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,738 shares; 2025Q1: 2,620 shares; 2025Q2: 6,831 shares; 2025Q3: 11,542 shares; 2025Q4: 13,883 shares; 2026Q1: 18,391 shares 18,391 $1.89M 0.32% +4,508 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 8,328 shares; 2025Q4: 9,687 shares; 2026Q1: 12,862 shares 12,862 $1.87M 0.32% +3,175 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: 4,480 shares; 2024Q4: 3,897 shares; 2025Q1: 4,157 shares; 2025Q2: 5,297 shares; 2025Q3: 7,066 shares; 2025Q4: 13,800 shares; 2026Q1: 13,934 shares 13,934 $1.85M 0.31% +134 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,908 shares; 2026Q1: 58,519 shares 58,519 $1.79M 0.3% -1,389 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,828 shares; 2025Q1: 5,054 shares; 2025Q2: 7,775 shares; 2025Q3: 10,442 shares; 2025Q4: 11,807 shares; 2026Q1: 13,394 shares 13,394 $1.77M 0.3% +1,587 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: 30,507 shares; 2024Q4: 30,693 shares; 2025Q1: 30,873 shares; 2025Q2: 26,810 shares; 2025Q3: 10,691 shares; 2025Q4: 10,078 shares; 2026Q1: 9,629 shares 9,629 $1.75M 0.3% -449 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,195 shares; 2025Q2: 19,602 shares; 2025Q3: 27,113 shares; 2025Q4: 30,103 shares; 2026Q1: 33,437 shares 33,437 $1.72M 0.29% +3,334 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: 3,577 shares; 2024Q4: 2,954 shares; 2025Q1: 3,942 shares; 2025Q2: 5,892 shares; 2025Q3: 7,558 shares; 2025Q4: 8,441 shares; 2026Q1: 8,253 shares 8,253 $1.71M 0.29% -188 Timeline GSLC 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: 17,895 shares; 2024Q4: 17,632 shares; 2025Q1: 17,230 shares; 2025Q2: 16,037 shares; 2025Q3: 14,253 shares; 2025Q4: 13,650 shares; 2026Q1: 13,401 shares 13,401 $1.68M 0.28% -249 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: 1,725 shares; 2025Q3: 2,973 shares; 2025Q4: 3,550 shares; 2026Q1: 4,644 shares 4,644 $1.66M 0.28% +1,094 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,583 shares; 2025Q3: 52,178 shares; 2025Q4: 52,649 shares; 2026Q1: 53,209 shares 53,209 $1.62M 0.27% +560 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 14,639 shares; 2025Q1: 14,273 shares; 2025Q2: 12,524 shares; 2025Q3: 11,457 shares; 2025Q4: 12,207 shares; 2026Q1: 9,453 shares 9,453 $1.61M 0.27% -2,754 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,701 shares; 2025Q1: not reported; 2025Q2: 19,348 shares; 2025Q3: 30,314 shares; 2025Q4: 23,157 shares; 2026Q1: 17,130 shares 17,130 $1.59M 0.27% -6,027 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,460 shares; 2024Q4: 18,960 shares; 2025Q1: 16,601 shares; 2025Q2: 16,809 shares; 2025Q3: 17,964 shares; 2025Q4: 17,551 shares; 2026Q1: 16,698 shares 16,698 $1.59M 0.27% -853 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,124 shares; 2025Q3: 14,086 shares; 2025Q4: 16,412 shares; 2026Q1: 21,377 shares 21,377 $1.55M 0.26% +4,965 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,448 shares; 2024Q4: 29,086 shares; 2025Q1: 50,520 shares; 2025Q2: 44,502 shares; 2025Q3: 29,050 shares; 2025Q4: 26,801 shares; 2026Q1: 25,284 shares 25,284 $1.51M 0.26% -1,517 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: 13,687 shares; 2024Q4: 13,600 shares; 2025Q1: 16,943 shares; 2025Q2: 16,151 shares; 2025Q3: 17,025 shares; 2025Q4: 18,081 shares; 2026Q1: 17,003 shares 17,003 $1.5M 0.25% -1,078 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,183 shares; 2026Q1: 37,797 shares 37,797 $1.47M 0.25% -3,386 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,564 shares; 2026Q1: 65,495 shares 65,495 $1.44M 0.24% -1,069 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,540 shares; 2025Q3: 35,756 shares; 2025Q4: 28,942 shares; 2026Q1: 28,340 shares 28,340 $1.42M 0.24% -602 Timeline FIXD 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: 50,615 shares; 2024Q4: 51,827 shares; 2025Q1: 46,741 shares; 2025Q2: 43,048 shares; 2025Q3: 39,823 shares; 2025Q4: 35,767 shares; 2026Q1: 32,471 shares 32,471 $1.42M 0.24% -3,296 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,509 shares; 2026Q1: 12,790 shares 12,790 $1.41M 0.24% +4,281 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: 4,065 shares; 2024Q4: 5,316 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 12,408 shares; 2025Q4: 13,541 shares; 2026Q1: 13,601 shares 13,601 $1.36M 0.23% +60 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,092 shares; 2026Q1: 43,074 shares 43,074 $1.36M 0.23% -1,018 Timeline GSIE 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: 52,785 shares; 2024Q4: 52,530 shares; 2025Q1: 51,852 shares; 2025Q2: 46,419 shares; 2025Q3: 36,274 shares; 2025Q4: 31,847 shares; 2026Q1: 31,067 shares 31,067 $1.34M 0.23% -780 Timeline FTGS 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: 63,397 shares; 2024Q4: 60,230 shares; 2025Q1: 51,980 shares; 2025Q2: 48,798 shares; 2025Q3: 41,990 shares; 2025Q4: 40,399 shares; 2026Q1: 38,998 shares 38,998 $1.33M 0.22% -1,401 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: 2,534 shares; 2025Q4: 3,012 shares; 2026Q1: 4,041 shares 4,041 $1.33M 0.22% +1,029 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: 12,003 shares; 2025Q1: 3,831 shares; 2025Q2: 8,725 shares; 2025Q3: 12,688 shares; 2025Q4: 16,193 shares; 2026Q1: 19,620 shares 19,620 $1.29M 0.22% +3,427 Timeline AFEM 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: 3,316 shares; 2024Q4: 4,519 shares; 2025Q1: 6,039 shares; 2025Q2: 8,323 shares; 2025Q3: 12,959 shares; 2025Q4: 14,334 shares; 2026Q1: 15,582 shares 15,582 $1.28M 0.22% +1,248 Timeline FTLS 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: 3,169 shares; 2024Q4: 6,914 shares; 2025Q1: 21,080 shares; 2025Q2: 25,311 shares; 2025Q3: 23,759 shares; 2025Q4: 17,495 shares; 2026Q1: 18,097 shares 18,097 $1.27M 0.22% +602 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,960 shares; 2025Q1: not reported; 2025Q2: 5,843 shares; 2025Q3: 5,052 shares; 2025Q4: 4,762 shares; 2026Q1: 4,041 shares 4,041 $1.27M 0.21% -721 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: 18,992 shares; 2024Q4: 21,529 shares; 2025Q1: 18,149 shares; 2025Q2: 15,348 shares; 2025Q3: 13,875 shares; 2025Q4: 13,512 shares; 2026Q1: 13,760 shares 13,760 $1.25M 0.21% +248 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 15,410 shares; 2025Q1: 13,512 shares; 2025Q2: 12,790 shares; 2025Q3: 12,153 shares; 2025Q4: 13,426 shares; 2026Q1: 13,055 shares 13,055 $1.21M 0.2% -371 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: 33,123 shares; 2024Q4: 43,309 shares; 2025Q1: 33,839 shares; 2025Q2: 38,335 shares; 2025Q3: 21,760 shares; 2025Q4: 19,079 shares; 2026Q1: 21,221 shares 21,221 $1.2M 0.2% +2,142 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 6,432 shares; 2025Q1: 6,765 shares; 2025Q2: 6,571 shares; 2025Q3: 5,579 shares; 2025Q4: 4,926 shares; 2026Q1: 4,103 shares 4,103 $1.2M 0.2% -823 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,135 shares; 2024Q4: 35,438 shares; 2025Q1: 33,865 shares; 2025Q2: 34,776 shares; 2025Q3: 34,888 shares; 2025Q4: 29,038 shares; 2026Q1: 26,407 shares 26,407 $1.2M 0.2% -2,631 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,222 shares; 2025Q3: 58,809 shares; 2025Q4: not reported; 2026Q1: 35,194 shares 35,194 $1.19M 0.2% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 4,358 shares; 2025Q1: 4,225 shares; 2025Q2: 5,901 shares; 2025Q3: 5,697 shares; 2025Q4: 6,605 shares; 2026Q1: 8,145 shares 8,145 $1.18M 0.2% +1,540 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,882 shares; 2025Q3: 11,379 shares; 2025Q4: 12,460 shares; 2026Q1: 15,437 shares 15,437 $1.17M 0.2% +2,977 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,314 shares 56,314 $1.16M 0.2% new Timeline QCJL 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: 278,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,604 shares 49,604 $1.16M 0.2% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,505 shares; 2026Q1: 28,606 shares 28,606 $1.13M 0.19% +10,101 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 10,598 shares; 2025Q1: 13,252 shares; 2025Q2: 13,337 shares; 2025Q3: 14,898 shares; 2025Q4: 13,148 shares; 2026Q1: 13,502 shares 13,502 $1.12M 0.19% +354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,278 shares; 2025Q3: 6,251 shares; 2025Q4: 10,143 shares; 2026Q1: 11,990 shares 11,990 $1.11M 0.19% +1,847 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: 73,277 shares; 2024Q4: 82,423 shares; 2025Q1: 79,160 shares; 2025Q2: 79,514 shares; 2025Q3: 84,459 shares; 2025Q4: 18,369 shares; 2026Q1: 17,130 shares 17,130 $1.1M 0.19% -1,239 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,716 shares; 2025Q4: 31,318 shares; 2026Q1: 40,668 shares 40,668 $1.08M 0.18% +9,350 Timeline BLCR 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: not reported; 2025Q4: not reported; 2026Q1: 26,036 shares 26,036 $1.07M 0.18% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,230 shares; 2025Q1: 1,312 shares; 2025Q2: 1,302 shares; 2025Q3: 1,438 shares; 2025Q4: 1,403 shares; 2026Q1: 1,446 shares 1,446 $1.01M 0.17% +43 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: 15,306 shares; 2024Q4: 18,468 shares; 2025Q1: 20,331 shares; 2025Q2: 17,874 shares; 2025Q3: 15,157 shares; 2025Q4: 13,881 shares; 2026Q1: 10,462 shares 10,462 $1.01M 0.17% -3,419 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: 2,995 shares; 2024Q4: 3,084 shares; 2025Q1: 2,972 shares; 2025Q2: 3,802 shares; 2025Q3: 3,104 shares; 2025Q4: 2,957 shares; 2026Q1: 3,105 shares 3,105 $996K 0.17% +148 Timeline CMBS 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: 8,015 shares; 2025Q4: 15,294 shares; 2026Q1: 20,174 shares 20,174 $983K 0.17% +4,880 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 20,386 shares; 2025Q3: 11,874 shares; 2025Q4: 11,873 shares; 2026Q1: 11,873 shares 11,873 $980K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 2,746 shares; 2025Q4: 3,459 shares; 2026Q1: 4,611 shares 4,611 $968K 0.16% +1,152 Timeline SDVD 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: 16,809 shares; 2024Q4: 50,867 shares; 2025Q1: 53,979 shares; 2025Q2: 50,268 shares; 2025Q3: 43,653 shares; 2025Q4: 40,308 shares; 2026Q1: 43,356 shares 43,356 $941K 0.16% +3,048 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,846 shares; 2025Q4: 39,252 shares; 2026Q1: 38,655 shares 38,655 $923K 0.16% -597 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 2,058 shares; 2025Q1: 2,123 shares; 2025Q2: 1,988 shares; 2025Q3: 1,801 shares; 2025Q4: 1,633 shares; 2026Q1: 1,584 shares 1,584 $914K 0.15% -49 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: 41,135 shares; 2024Q4: 40,568 shares; 2025Q1: 22,120 shares; 2025Q2: 19,765 shares; 2025Q3: 17,353 shares; 2025Q4: 16,274 shares; 2026Q1: 15,701 shares 15,701 $898K 0.15% -573 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 3,041 shares; 2025Q1: 2,783 shares; 2025Q2: 2,887 shares; 2025Q3: 2,893 shares; 2025Q4: 2,884 shares; 2026Q1: 2,718 shares 2,718 $894K 0.15% -166 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,385 shares; 2025Q1: 2,690 shares; 2025Q2: 3,448 shares; 2025Q3: 5,283 shares; 2025Q4: 6,070 shares; 2026Q1: 6,942 shares 6,942 $874K 0.15% +872 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,588 shares; 2025Q4: 43,911 shares; 2026Q1: 44,870 shares 44,870 $866K 0.15% +959 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,395 shares; 2024Q4: 93,871 shares; 2025Q1: 100,080 shares; 2025Q2: 123,389 shares; 2025Q3: 123,970 shares; 2025Q4: 109,458 shares; 2026Q1: 95,500 shares 95,500 $848K 0.14% -13,958 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 5,110 shares; 2025Q4: 5,687 shares; 2026Q1: 8,748 shares 8,748 $844K 0.14% +3,061 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,199 shares; 2024Q4: 48,954 shares; 2025Q1: 40,821 shares; 2025Q2: 33,282 shares; 2025Q3: 32,879 shares; 2025Q4: 33,550 shares; 2026Q1: 33,550 shares 33,550 $828K 0.14% 0 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: 6,973 shares; 2024Q4: 7,421 shares; 2025Q1: 8,021 shares; 2025Q2: 8,199 shares; 2025Q3: 7,636 shares; 2025Q4: 6,602 shares; 2026Q1: 6,613 shares 6,613 $822K 0.14% +11 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 19,240 shares; 2025Q1: 19,157 shares; 2025Q2: 19,611 shares; 2025Q3: 18,504 shares; 2025Q4: 18,448 shares; 2026Q1: 17,780 shares 17,780 $812K 0.14% -668 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 496 shares; 2025Q1: 580 shares; 2025Q2: 802 shares; 2025Q3: 1,162 shares; 2025Q4: 1,353 shares; 2026Q1: 1,635 shares 1,635 $811K 0.14% +282 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: 7,740 shares; 2024Q4: 10,382 shares; 2025Q1: 9,504 shares; 2025Q2: 12,828 shares; 2025Q3: 10,787 shares; 2025Q4: 22,940 shares; 2026Q1: 21,298 shares 21,298 $806K 0.14% -1,642 Timeline FRI 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: 12,524 shares; 2024Q4: 32,252 shares; 2025Q1: 37,844 shares; 2025Q2: 16,700 shares; 2025Q3: 21,990 shares; 2025Q4: 25,211 shares; 2026Q1: 28,081 shares 28,081 $799K 0.14% +2,870 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 8,680 shares; 2025Q1: 8,109 shares; 2025Q2: 8,195 shares; 2025Q3: 11,137 shares; 2025Q4: 9,349 shares; 2026Q1: 9,013 shares 9,013 $798K 0.13% -336 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: 15,535 shares; 2024Q4: 17,094 shares; 2025Q1: 17,334 shares; 2025Q2: 16,156 shares; 2025Q3: 15,712 shares; 2025Q4: 15,964 shares; 2026Q1: 15,817 shares 15,817 $771K 0.13% -147 Timeline FTCB 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: 31,429 shares; 2024Q4: 35,473 shares; 2025Q1: 50,010 shares; 2025Q2: 72,800 shares; 2025Q3: 77,617 shares; 2025Q4: 51,269 shares; 2026Q1: 36,486 shares 36,486 $765K 0.13% -14,783 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,890 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 6,275 shares; 2025Q4: 8,355 shares; 2026Q1: 8,355 shares 8,355 $760K 0.13% 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: 3,709 shares; 2024Q4: 4,820 shares; 2025Q1: 4,652 shares; 2025Q2: 4,215 shares; 2025Q3: 4,494 shares; 2025Q4: 4,721 shares; 2026Q1: 4,551 shares 4,551 $753K 0.13% -170 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,277 shares; 2025Q1: 10,042 shares; 2025Q2: 14,649 shares; 2025Q3: 24,032 shares; 2025Q4: 24,775 shares; 2026Q1: 27,470 shares 27,470 $746K 0.13% +2,695 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: 15,104 shares; 2024Q4: 28,003 shares; 2025Q1: 29,467 shares; 2025Q2: 27,435 shares; 2025Q3: 30,649 shares; 2025Q4: 30,759 shares; 2026Q1: 25,593 shares 25,593 $746K 0.13% -5,166 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: 18,582 shares; 2024Q4: 20,628 shares; 2025Q1: 19,958 shares; 2025Q2: 17,514 shares; 2025Q3: 13,511 shares; 2025Q4: 11,549 shares; 2026Q1: 8,216 shares 8,216 $736K 0.12% -3,333 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 9,725 shares; 2025Q1: 10,510 shares; 2025Q2: 11,102 shares; 2025Q3: 13,609 shares; 2025Q4: 15,315 shares; 2026Q1: 14,080 shares 14,080 $731K 0.12% -1,235 Timeline BLV 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: 12,258 shares; 2024Q4: 15,603 shares; 2025Q1: 14,928 shares; 2025Q2: 15,655 shares; 2025Q3: 16,162 shares; 2025Q4: 11,922 shares; 2026Q1: 10,597 shares 10,597 $729K 0.12% -1,325 Timeline GCOR 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: 23,081 shares; 2024Q4: 20,433 shares; 2025Q1: 19,143 shares; 2025Q2: 17,746 shares; 2025Q3: 18,293 shares; 2025Q4: 18,230 shares; 2026Q1: 17,557 shares 17,557 $725K 0.12% -673 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,444 shares; 2025Q1: 3,855 shares; 2025Q2: 3,463 shares; 2025Q3: 3,012 shares; 2025Q4: 3,256 shares; 2026Q1: 2,957 shares 2,957 $719K 0.12% -299 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 5,604 shares; 2025Q1: 5,848 shares; 2025Q2: 5,161 shares; 2025Q3: 4,065 shares; 2025Q4: 3,975 shares; 2026Q1: 2,980 shares 2,980 $714K 0.12% -995 Timeline LGOV 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: 44,088 shares; 2024Q4: 49,808 shares; 2025Q1: 45,122 shares; 2025Q2: 43,989 shares; 2025Q3: 43,087 shares; 2025Q4: 35,803 shares; 2026Q1: 32,718 shares 32,718 $706K 0.12% -3,085 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: 8,037 shares; 2024Q4: 9,533 shares; 2025Q1: 9,988 shares; 2025Q2: 8,841 shares; 2025Q3: 7,131 shares; 2025Q4: 6,769 shares; 2026Q1: 5,388 shares 5,388 $694K 0.12% -1,381 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 21,533 shares; 2025Q1: 26,923 shares; 2025Q2: 26,517 shares; 2025Q3: 29,960 shares; 2025Q4: 31,998 shares; 2026Q1: 23,667 shares 23,667 $691K 0.12% -8,331 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: 41,133 shares; 2024Q4: 41,056 shares; 2025Q1: 43,344 shares; 2025Q2: 46,601 shares; 2025Q3: 44,074 shares; 2025Q4: 41,283 shares; 2026Q1: 38,900 shares 38,900 $690K 0.12% -2,383 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: 660 shares; 2024Q4: 681 shares; 2025Q1: 686 shares; 2025Q2: 729 shares; 2025Q3: 697 shares; 2025Q4: 7,248 shares; 2026Q1: 7,146 shares 7,146 $687K 0.12% -102 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,980 shares; 2025Q1: 2,000 shares; 2025Q2: 1,632 shares; 2025Q3: 1,686 shares; 2025Q4: 1,720 shares; 2026Q1: 2,029 shares 2,029 $645K 0.11% +309 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: not reported; 2024Q4: not reported; 2025Q1: 4,749 shares; 2025Q2: 3,154 shares; 2025Q3: 2,872 shares; 2025Q4: 3,363 shares; 2026Q1: 3,361 shares 3,361 $645K 0.11% -2 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: 1,598 shares; 2024Q4: 1,588 shares; 2025Q1: 2,005 shares; 2025Q2: 1,956 shares; 2025Q3: 1,984 shares; 2025Q4: 1,545 shares; 2026Q1: 1,560 shares 1,560 $636K 0.11% +15 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,908 shares; 2025Q3: 23,643 shares; 2025Q4: 10,068 shares; 2026Q1: 10,067 shares 10,067 $627K 0.11% -1 Timeline RDVY 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: 12,060 shares; 2024Q4: 15,189 shares; 2025Q1: 13,194 shares; 2025Q2: 11,306 shares; 2025Q3: 10,488 shares; 2025Q4: 9,432 shares; 2026Q1: 9,059 shares 9,059 $619K 0.1% -373 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,433 shares; 2025Q1: 134,689 shares; 2025Q2: 136,936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,749 shares 18,749 $610K 0.1% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 4,878 shares; 2025Q1: 4,913 shares; 2025Q2: 4,320 shares; 2025Q3: 3,316 shares; 2025Q4: 2,811 shares; 2026Q1: 2,094 shares 2,094 $608K 0.1% -717 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 9,869 shares; 2025Q1: 9,484 shares; 2025Q2: 6,192 shares; 2025Q3: 4,979 shares; 2025Q4: 5,461 shares; 2026Q1: 4,215 shares 4,215 $602K 0.1% -1,246 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,201 shares; 2025Q4: 27,885 shares; 2026Q1: 25,982 shares 25,982 $601K 0.1% -1,903 Timeline YMAR 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: 128,708 shares; 2024Q4: 431,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,643 shares 21,643 $592K 0.1% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,772 shares; 2025Q1: 12,541 shares; 2025Q2: 13,956 shares; 2025Q3: 12,025 shares; 2025Q4: 12,149 shares; 2026Q1: 10,463 shares 10,463 $592K 0.1% -1,686 Timeline FSIG 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: 41,653 shares; 2024Q4: 43,345 shares; 2025Q1: 41,808 shares; 2025Q2: 37,167 shares; 2025Q3: 36,866 shares; 2025Q4: 30,336 shares; 2026Q1: 31,059 shares 31,059 $588K 0.1% +723 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 4,656 shares; 2025Q1: 4,084 shares; 2025Q2: 3,869 shares; 2025Q3: 3,215 shares; 2025Q4: 3,028 shares; 2026Q1: 2,912 shares 2,912 $585K 0.1% -116 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 32,619 shares; 2025Q1: 30,855 shares; 2025Q2: 30,765 shares; 2025Q3: 22,400 shares; 2025Q4: 21,469 shares; 2026Q1: 20,023 shares 20,023 $580K 0.1% -1,446 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 6,352 shares; 2025Q3: 6,682 shares; 2025Q4: 6,375 shares; 2026Q1: 4,590 shares 4,590 $580K 0.1% -1,785 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,380 shares 28,380 $578K 0.1% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,883 shares; 2025Q1: 3,046 shares; 2025Q2: 3,113 shares; 2025Q3: 2,771 shares; 2025Q4: 2,536 shares; 2026Q1: 2,655 shares 2,655 $578K 0.1% +119 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,114 shares 25,114 $575K 0.1% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,765 shares; 2025Q2: 10,273 shares; 2025Q3: 10,248 shares; 2025Q4: 10,374 shares; 2026Q1: 10,374 shares 10,374 $567K 0.1% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,804 shares; 2026Q1: 16,532 shares 16,532 $562K 0.1% -3,272 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,499 shares; 2024Q4: 23,822 shares; 2025Q1: 23,329 shares; 2025Q2: 22,068 shares; 2025Q3: 19,267 shares; 2025Q4: 19,207 shares; 2026Q1: 19,220 shares 19,220 $557K 0.09% +13 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: 1,037 shares; 2024Q4: 1,074 shares; 2025Q1: 1,044 shares; 2025Q2: 1,046 shares; 2025Q3: 964 shares; 2025Q4: 974 shares; 2026Q1: 983 shares 983 $554K 0.09% +9 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,933 shares; 2024Q4: 21,795 shares; 2025Q1: 24,133 shares; 2025Q2: 23,850 shares; 2025Q3: 21,398 shares; 2025Q4: 5,148 shares; 2026Q1: 11,470 shares 11,470 $551K 0.09% +6,322 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 2,123 shares; 2026Q1: 2,732 shares 2,732 $540K 0.09% +609 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: 5,160 shares; 2024Q4: 5,386 shares; 2025Q1: 5,136 shares; 2025Q2: 4,813 shares; 2025Q3: 4,528 shares; 2025Q4: 4,553 shares; 2026Q1: 4,336 shares 4,336 $539K 0.09% -217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 435 shares; 2026Q1: 548 shares 548 $537K 0.09% +113 Timeline EWC 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: 10,203 shares; 2024Q4: 10,107 shares; 2025Q1: 9,994 shares; 2025Q2: 9,994 shares; 2025Q3: 9,770 shares; 2025Q4: 9,751 shares; 2026Q1: 9,751 shares 9,751 $534K 0.09% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,448 shares; 2024Q4: 71,864 shares; 2025Q1: 63,602 shares; 2025Q2: 12,661 shares; 2025Q3: 7,892 shares; 2025Q4: 7,063 shares; 2026Q1: 6,691 shares 6,691 $526K 0.09% -372 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,567 shares; 2025Q2: 8,369 shares; 2025Q3: 7,267 shares; 2025Q4: 7,993 shares; 2026Q1: 6,815 shares 6,815 $525K 0.09% -1,178 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: 1,165 shares; 2024Q4: 1,213 shares; 2025Q1: 1,341 shares; 2025Q2: 2,316 shares; 2025Q3: 2,248 shares; 2025Q4: 2,223 shares; 2026Q1: 2,226 shares 2,226 $512K 0.09% +3 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,767 shares; 2025Q4: 9,632 shares; 2026Q1: 12,657 shares 12,657 $508K 0.09% +3,025 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: 5,378 shares; 2024Q4: 6,387 shares; 2025Q1: 6,294 shares; 2025Q2: 4,667 shares; 2025Q3: 3,717 shares; 2025Q4: 3,639 shares; 2026Q1: 3,414 shares 3,414 $502K 0.08% -225 Timeline LCTU 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: 16,815 shares; 2024Q4: 17,883 shares; 2025Q1: 16,767 shares; 2025Q2: 17,204 shares; 2025Q3: 17,960 shares; 2025Q4: 10,293 shares; 2026Q1: 7,144 shares 7,144 $501K 0.08% -3,149 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 25,942 shares; 2025Q1: 26,099 shares; 2025Q2: 23,341 shares; 2025Q3: 19,103 shares; 2025Q4: 15,899 shares; 2026Q1: 11,953 shares 11,953 $497K 0.08% -3,946 Timeline BCIL EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,362 shares; 2025Q2: 19,983 shares; 2025Q3: 18,495 shares; 2025Q4: 18,686 shares; 2026Q1: 18,728 shares 18,728 $492K 0.08% +42 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: 5,042 shares; 2025Q3: 4,811 shares; 2025Q4: 5,288 shares; 2026Q1: 5,904 shares 5,904 $487K 0.08% +616 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 11,755 shares; 2025Q1: 11,240 shares; 2025Q2: 11,256 shares; 2025Q3: 10,642 shares; 2025Q4: 10,670 shares; 2026Q1: 10,654 shares 10,654 $485K 0.08% -16 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: 418 shares; 2024Q4: 483 shares; 2025Q1: 519 shares; 2025Q2: 486 shares; 2025Q3: 455 shares; 2025Q4: 470 shares; 2026Q1: 480 shares 480 $478K 0.08% +10 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,414 shares; 2025Q2: 31,585 shares; 2025Q3: 34,774 shares; 2025Q4: 18,096 shares; 2026Q1: 10,142 shares 10,142 $477K 0.08% -7,954 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 7,383 shares 7,383 $474K 0.08% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 11,810 shares; 2025Q1: 6,345 shares; 2025Q2: 8,131 shares; 2025Q3: 9,207 shares; 2025Q4: 10,877 shares; 2026Q1: 9,321 shares 9,321 $468K 0.08% -1,556 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: 6,138 shares; 2024Q4: 7,184 shares; 2025Q1: 7,665 shares; 2025Q2: 6,173 shares; 2025Q3: 6,326 shares; 2025Q4: 6,059 shares; 2026Q1: 5,867 shares 5,867 $467K 0.08% -192 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,617 shares; 2025Q4: 25,102 shares; 2026Q1: 25,812 shares 25,812 $465K 0.08% +710 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 13,112 shares; 2025Q1: 14,310 shares; 2025Q2: 12,326 shares; 2025Q3: 9,663 shares; 2025Q4: 8,527 shares; 2026Q1: 6,214 shares 6,214 $463K 0.08% -2,313 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: 1,307 shares; 2024Q4: 1,261 shares; 2025Q1: 1,203 shares; 2025Q2: 1,192 shares; 2025Q3: 1,295 shares; 2025Q4: 1,774 shares; 2026Q1: 1,453 shares 1,453 $462K 0.08% -321 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: 2,765 shares; 2024Q4: 3,039 shares; 2025Q1: 2,337 shares; 2025Q2: 2,602 shares; 2025Q3: 2,061 shares; 2025Q4: 2,228 shares; 2026Q1: 1,905 shares 1,905 $457K 0.08% -323 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: not reported; 2024Q4: 4,575 shares; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 7,790 shares; 2025Q4: 7,934 shares; 2026Q1: 8,904 shares 8,904 $451K 0.08% +970 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: 34,446 shares; 2024Q4: 31,047 shares; 2025Q1: 29,798 shares; 2025Q2: 27,617 shares; 2025Q3: 25,432 shares; 2025Q4: 23,388 shares; 2026Q1: 23,608 shares 23,608 $449K 0.08% +220 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: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,515 shares; 2025Q4: 7,667 shares; 2026Q1: 7,810 shares 7,810 $446K 0.08% +143 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: 1,375 shares; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 2,635 shares; 2025Q3: 2,118 shares; 2025Q4: 2,225 shares; 2026Q1: 2,190 shares 2,190 $445K 0.08% -35 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,295 shares; 2025Q1: 6,260 shares; 2025Q2: 6,152 shares; 2025Q3: 5,996 shares; 2025Q4: 5,670 shares; 2026Q1: 5,659 shares 5,659 $439K 0.07% -11 Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,591 shares; 2024Q4: 51,940 shares; 2025Q1: 50,289 shares; 2025Q2: 16,919 shares; 2025Q3: 17,571 shares; 2025Q4: 17,859 shares; 2026Q1: 17,859 shares 17,859 $438K 0.07% 0 Timeline UCON 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: 22,345 shares; 2024Q4: 21,173 shares; 2025Q1: 20,648 shares; 2025Q2: 20,250 shares; 2025Q3: 18,420 shares; 2025Q4: 17,364 shares; 2026Q1: 17,640 shares 17,640 $437K 0.07% +276 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 3,350 shares; 2025Q1: 3,310 shares; 2025Q2: 2,978 shares; 2025Q3: 2,353 shares; 2025Q4: 2,166 shares; 2026Q1: 1,634 shares 1,634 $435K 0.07% -532 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,769 shares 14,769 $435K 0.07% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,644 shares; 2025Q2: 10,183 shares; 2025Q3: 11,526 shares; 2025Q4: 11,529 shares; 2026Q1: 11,533 shares 11,533 $432K 0.07% +4 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 8,318 shares; 2025Q1: 10,025 shares; 2025Q2: 8,874 shares; 2025Q3: 10,005 shares; 2025Q4: 6,179 shares; 2026Q1: 5,575 shares 5,575 $430K 0.07% -604 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,117 shares 8,117 $430K 0.07% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,598 shares; 2025Q4: 8,237 shares; 2026Q1: 8,274 shares 8,274 $419K 0.07% +37 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 6,021 shares; 2026Q1: 6,850 shares 6,850 $413K 0.07% +829 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: 295 shares; 2024Q4: 295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 965 shares; 2026Q1: 957 shares 957 $412K 0.07% -8 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: 2,161 shares; 2024Q4: 2,215 shares; 2025Q1: 2,209 shares; 2025Q2: 2,151 shares; 2025Q3: 1,905 shares; 2025Q4: 1,721 shares; 2026Q1: 1,717 shares 1,717 $406K 0.07% -4 Timeline GEM 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: 12,986 shares; 2024Q4: 12,422 shares; 2025Q1: 12,225 shares; 2025Q2: 11,913 shares; 2025Q3: 9,754 shares; 2025Q4: 9,461 shares; 2026Q1: 9,387 shares 9,387 $406K 0.07% -74 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 901 shares; 2025Q4: 1,110 shares; 2026Q1: 1,488 shares 1,488 $403K 0.07% +378 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 13,781 shares; 2025Q1: 13,811 shares; 2025Q2: 14,455 shares; 2025Q3: 18,126 shares; 2025Q4: 17,634 shares; 2026Q1: 12,007 shares 12,007 $402K 0.07% -5,627 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,711 shares; 2024Q4: 12,225 shares; 2025Q1: 11,680 shares; 2025Q2: 11,680 shares; 2025Q3: 11,166 shares; 2025Q4: 11,123 shares; 2026Q1: 11,059 shares 11,059 $399K 0.07% -64 Timeline MAS MASCO CORP More: the full row for MASCO 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: 8,782 shares; 2025Q4: 8,821 shares; 2026Q1: 6,614 shares 6,614 $399K 0.07% -2,207 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,608 shares; 2025Q1: 1,662 shares; 2025Q2: 1,761 shares; 2025Q3: 1,776 shares; 2025Q4: 1,749 shares; 2026Q1: 1,644 shares 1,644 $398K 0.07% -105 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 7,306 shares; 2025Q1: 6,262 shares; 2025Q2: 6,249 shares; 2025Q3: 6,404 shares; 2025Q4: 8,684 shares; 2026Q1: 8,709 shares 8,709 $394K 0.07% +25 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: not reported; 2024Q4: 9,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,521 shares; 2025Q4: 13,087 shares; 2026Q1: 12,775 shares 12,775 $392K 0.07% -312 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: not reported; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 552 shares; 2025Q4: 578 shares; 2026Q1: 550 shares 550 $389K 0.07% -28 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 3,340 shares; 2025Q1: 3,483 shares; 2025Q2: 2,888 shares; 2025Q3: 2,923 shares; 2025Q4: 4,445 shares; 2026Q1: 4,414 shares 4,414 $382K 0.06% -31 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: 1,312 shares; 2024Q4: 1,392 shares; 2025Q1: 1,482 shares; 2025Q2: 1,440 shares; 2025Q3: 1,381 shares; 2025Q4: 1,273 shares; 2026Q1: 1,263 shares 1,263 $382K 0.06% -10 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,683 shares; 2025Q3: 5,835 shares; 2025Q4: 5,895 shares; 2026Q1: 5,895 shares 5,895 $379K 0.06% 0 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,837 shares; 2024Q4: 24,107 shares; 2025Q1: 13,895 shares; 2025Q2: 13,763 shares; 2025Q3: 13,255 shares; 2025Q4: 12,891 shares; 2026Q1: 12,891 shares 12,891 $378K 0.06% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,025 shares; 2025Q1: 1,042 shares; 2025Q2: 1,067 shares; 2025Q3: 975 shares; 2025Q4: 1,162 shares; 2026Q1: 1,102 shares 1,102 $378K 0.06% -60 Timeline ISPY 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: 4,880 shares; 2024Q4: 4,624 shares; 2025Q1: 7,461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,608 shares; 2026Q1: 8,491 shares 8,491 $368K 0.06% -6,117 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: 15,486 shares; 2024Q4: 18,163 shares; 2025Q1: 18,777 shares; 2025Q2: 19,920 shares; 2025Q3: 19,916 shares; 2025Q4: 2,179 shares; 2026Q1: 1,866 shares 1,866 $366K 0.06% -313 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: not reported; 2024Q4: 5,926 shares; 2025Q1: 18,728 shares; 2025Q2: 19,419 shares; 2025Q3: 17,996 shares; 2025Q4: 16,934 shares; 2026Q1: 9,485 shares 9,485 $364K 0.06% -7,449 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: 2,368 shares; 2024Q4: 3,264 shares; 2025Q1: 3,286 shares; 2025Q2: 2,586 shares; 2025Q3: 2,633 shares; 2025Q4: 2,517 shares; 2026Q1: 2,363 shares 2,363 $361K 0.06% -154 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: 2,646 shares; 2024Q4: 3,463 shares; 2025Q1: 3,719 shares; 2025Q2: 2,992 shares; 2025Q3: 2,959 shares; 2025Q4: 3,049 shares; 2026Q1: 3,004 shares 3,004 $356K 0.06% -45 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: 8,329 shares; 2024Q4: 8,487 shares; 2025Q1: 7,891 shares; 2025Q2: 7,896 shares; 2025Q3: 8,149 shares; 2025Q4: 4,090 shares; 2026Q1: 2,928 shares 2,928 $355K 0.06% -1,162 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: 19,049 shares; 2024Q4: 16,650 shares; 2025Q1: 7,241 shares; 2025Q2: 6,813 shares; 2025Q3: 6,757 shares; 2025Q4: 4,951 shares; 2026Q1: 4,049 shares 4,049 $351K 0.06% -902 Timeline SPTL 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: 18,866 shares; 2024Q4: 18,810 shares; 2025Q1: 21,109 shares; 2025Q2: 16,329 shares; 2025Q3: 14,573 shares; 2025Q4: 13,262 shares; 2026Q1: 13,340 shares 13,340 $351K 0.06% +78 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,558 shares; 2024Q4: 9,864 shares; 2025Q1: 9,447 shares; 2025Q2: 9,778 shares; 2025Q3: 11,321 shares; 2025Q4: 4,344 shares; 2026Q1: 4,470 shares 4,470 $350K 0.06% +126 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,633 shares; 2025Q1: 5,963 shares; 2025Q2: 5,963 shares; 2025Q3: 7,895 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares 7,903 $349K 0.06% 0 Timeline IEF 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: 2,694 shares; 2025Q1: 4,047 shares; 2025Q2: 4,007 shares; 2025Q3: 4,704 shares; 2025Q4: 5,524 shares; 2026Q1: 3,650 shares 3,650 $348K 0.06% -1,874 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: 2,652 shares; 2024Q4: 2,101 shares; 2025Q1: 2,329 shares; 2025Q2: 2,349 shares; 2025Q3: 2,089 shares; 2025Q4: 2,485 shares; 2026Q1: 2,237 shares 2,237 $347K 0.06% -248 Timeline IQQQ 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: 5,583 shares; 2024Q4: 5,018 shares; 2025Q1: 11,722 shares; 2025Q2: 7,951 shares; 2025Q3: 10,080 shares; 2025Q4: 8,241 shares; 2026Q1: 8,281 shares 8,281 $345K 0.06% +40 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 16,663 shares; 2025Q1: 14,757 shares; 2025Q2: 17,959 shares; 2025Q3: 22,965 shares; 2025Q4: 14,770 shares; 2026Q1: 14,829 shares 14,829 $343K 0.06% +59 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,577 shares; 2024Q4: 10,750 shares; 2025Q1: 11,167 shares; 2025Q2: 9,124 shares; 2025Q3: 10,186 shares; 2025Q4: 12,334 shares; 2026Q1: 11,894 shares 11,894 $341K 0.06% -440 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 30,874 shares; 2026Q1: 30,874 shares 30,874 $341K 0.06% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 3,774 shares; 2025Q1: 4,017 shares; 2025Q2: 4,839 shares; 2025Q3: 3,319 shares; 2025Q4: 2,555 shares; 2026Q1: 3,595 shares 3,595 $338K 0.06% +1,040 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,211 shares; 2026Q1: 18,155 shares 18,155 $334K 0.06% +7,944 Timeline BBJP 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: 10,749 shares; 2024Q4: 4,383 shares; 2025Q1: 4,826 shares; 2025Q2: 6,355 shares; 2025Q3: 4,201 shares; 2025Q4: not reported; 2026Q1: 4,781 shares 4,781 $329K 0.06% new Timeline GSSC 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: 6,194 shares; 2024Q4: 6,130 shares; 2025Q1: 5,961 shares; 2025Q2: 5,844 shares; 2025Q3: 4,716 shares; 2025Q4: 4,399 shares; 2026Q1: 4,355 shares 4,355 $325K 0.05% -44 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,719 shares; 2025Q1: 2,750 shares; 2025Q2: 2,435 shares; 2025Q3: 2,495 shares; 2025Q4: 2,452 shares; 2026Q1: 2,467 shares 2,467 $323K 0.05% +15 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: not reported; 2024Q4: 13,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,803 shares; 2026Q1: 9,630 shares 9,630 $323K 0.05% -173 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,351 shares; 2025Q1: 9,047 shares; 2025Q2: 9,047 shares; 2025Q3: 8,554 shares; 2025Q4: 8,114 shares; 2026Q1: 6,453 shares 6,453 $319K 0.05% -1,661 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,000 shares; 2025Q1: 7,769 shares; 2025Q2: 7,540 shares; 2025Q3: 6,791 shares; 2025Q4: 6,897 shares; 2026Q1: 6,897 shares 6,897 $317K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 403 shares; 2025Q2: 355 shares; 2025Q3: 351 shares; 2025Q4: 373 shares; 2026Q1: 365 shares 365 $316K 0.05% -8 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 3,550 shares; 2025Q1: 3,495 shares; 2025Q2: 2,761 shares; 2025Q3: 1,695 shares; 2025Q4: 1,875 shares; 2026Q1: 1,917 shares 1,917 $307K 0.05% +42 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,851 shares; 2025Q1: 3,769 shares; 2025Q2: 3,314 shares; 2025Q3: 2,606 shares; 2025Q4: 2,451 shares; 2026Q1: 1,750 shares 1,750 $307K 0.05% -701 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,976 shares; 2024Q4: 10,903 shares; 2025Q1: 10,886 shares; 2025Q2: 10,714 shares; 2025Q3: 9,811 shares; 2025Q4: 8,570 shares; 2026Q1: 8,290 shares 8,290 $307K 0.05% -280 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,273 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,283 shares; 2025Q4: 1,286 shares; 2026Q1: 1,289 shares 1,289 $305K 0.05% +3 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,739 shares; 2025Q1: 11,907 shares; 2025Q2: 11,907 shares; 2025Q3: 12,205 shares; 2025Q4: 12,358 shares; 2026Q1: 12,358 shares 12,358 $303K 0.05% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,104 shares; 2025Q2: 12,007 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares; 2026Q1: 8,255 shares 8,255 $300K 0.05% 0 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: 15,866 shares; 2024Q4: 18,153 shares; 2025Q1: 17,900 shares; 2025Q2: 15,502 shares; 2025Q3: 12,616 shares; 2025Q4: 7,019 shares; 2026Q1: 5,419 shares 5,419 $299K 0.05% -1,600 Timeline GIGB 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: 7,296 shares; 2024Q4: 5,829 shares; 2025Q1: 5,848 shares; 2025Q2: 5,614 shares; 2025Q3: 4,981 shares; 2025Q4: 6,520 shares; 2026Q1: 6,521 shares 6,521 $299K 0.05% +1 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,713 shares; 2025Q1: 5,744 shares; 2025Q2: 5,719 shares; 2025Q3: 5,176 shares; 2025Q4: 5,123 shares; 2026Q1: 5,089 shares 5,089 $294K 0.05% -34 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 5,373 shares; 2026Q1: 4,629 shares 4,629 $291K 0.05% -744 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,440 shares; 2025Q1: 1,134 shares; 2025Q2: 1,130 shares; 2025Q3: 1,012 shares; 2025Q4: 935 shares; 2026Q1: 934 shares 934 $290K 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares; 2026Q1: 1,394 shares 1,394 $290K 0.05% +301 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 3,259 shares; 2025Q1: 3,388 shares; 2025Q2: 4,452 shares; 2025Q3: 3,409 shares; 2025Q4: 2,970 shares; 2026Q1: 2,718 shares 2,718 $290K 0.05% -252 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: 2,793 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,403 shares; 2025Q4: 4,542 shares; 2026Q1: 4,697 shares 4,697 $288K 0.05% +155 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,939 shares; 2026Q1: 4,997 shares 4,997 $285K 0.05% +58 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,052 shares; 2025Q1: 1,090 shares; 2025Q2: 1,062 shares; 2025Q3: 1,007 shares; 2025Q4: 992 shares; 2026Q1: 991 shares 991 $285K 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,408 shares; 2025Q3: 1,391 shares; 2025Q4: 1,154 shares; 2026Q1: 1,146 shares 1,146 $284K 0.05% -8 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: 1,145 shares; 2025Q1: 1,243 shares; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,683 shares; 2026Q1: 1,795 shares 1,795 $282K 0.05% +112 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: 5,756 shares; 2024Q4: 5,661 shares; 2025Q1: 4,847 shares; 2025Q2: 5,382 shares; 2025Q3: 5,139 shares; 2025Q4: 5,632 shares; 2026Q1: 5,585 shares 5,585 $279K 0.05% -47 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,836 shares; 2026Q1: 7,836 shares 7,836 $277K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,095 shares; 2025Q1: 1,235 shares; 2025Q2: 955 shares; 2025Q3: 895 shares; 2025Q4: 896 shares; 2026Q1: 897 shares 897 $268K 0.05% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,359 shares; 2025Q1: 7,996 shares; 2025Q2: 7,716 shares; 2025Q3: not reported; 2025Q4: 9,117 shares; 2026Q1: 9,101 shares 9,101 $264K 0.04% -16 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: 2,529 shares; 2025Q1: 2,576 shares; 2025Q2: 2,588 shares; 2025Q3: 1,577 shares; 2025Q4: not reported; 2026Q1: 2,222 shares 2,222 $264K 0.04% new 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: 12,537 shares; 2024Q4: 7,686 shares; 2025Q1: 9,214 shares; 2025Q2: 9,974 shares; 2025Q3: 10,188 shares; 2025Q4: 9,025 shares; 2026Q1: 9,271 shares 9,271 $260K 0.04% +246 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,747 shares; 2026Q1: 2,776 shares 2,776 $257K 0.04% +29 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 195 shares; 2026Q1: 194 shares 194 $256K 0.04% -1 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: 5,479 shares; 2024Q4: 5,494 shares; 2025Q1: 5,318 shares; 2025Q2: 5,118 shares; 2025Q3: 4,914 shares; 2025Q4: 4,663 shares; 2026Q1: 4,663 shares 4,663 $252K 0.04% 0 Timeline EMB 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: 3,511 shares; 2024Q4: 3,815 shares; 2025Q1: 4,375 shares; 2025Q2: 4,483 shares; 2025Q3: 4,890 shares; 2025Q4: 3,163 shares; 2026Q1: 2,666 shares 2,666 $250K 0.04% -497 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: not reported; 2024Q4: 2,149 shares; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 574 shares; 2025Q4: 581 shares; 2026Q1: 584 shares 584 $249K 0.04% +3 Timeline IBDT 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: 15,707 shares; 2025Q2: 11,745 shares; 2025Q3: 10,181 shares; 2025Q4: 9,795 shares; 2026Q1: 9,797 shares 9,797 $248K 0.04% +2 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,508 shares; 2025Q2: 2,051 shares; 2025Q3: not reported; 2025Q4: 2,131 shares; 2026Q1: 2,440 shares 2,440 $246K 0.04% +309 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: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,344 shares; 2025Q4: 1,207 shares; 2026Q1: 1,257 shares 1,257 $243K 0.04% +50 Timeline MGK 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: 697 shares; 2024Q4: 1,292 shares; 2025Q1: 926 shares; 2025Q2: 870 shares; 2025Q3: 917 shares; 2025Q4: 784 shares; 2026Q1: 659 shares 659 $242K 0.04% -125 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 8,213 shares; 2025Q1: 8,327 shares; 2025Q2: 7,408 shares; 2025Q3: 7,257 shares; 2025Q4: 5,936 shares; 2026Q1: 5,251 shares 5,251 $242K 0.04% -685 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: 1,870 shares; 2025Q3: 1,723 shares; 2025Q4: 1,593 shares; 2026Q1: 1,595 shares 1,595 $241K 0.04% +2 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,142 shares; 2025Q1: 1,189 shares; 2025Q2: 1,113 shares; 2025Q3: not reported; 2025Q4: 1,063 shares; 2026Q1: 1,062 shares 1,062 $240K 0.04% -1 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: 12,310 shares; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $239K 0.04% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 174 shares; 2026Q1: 173 shares 173 $239K 0.04% -1 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,915 shares; 2025Q2: 4,439 shares; 2025Q3: 4,057 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares 4,091 $237K 0.04% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 10,056 shares; 2025Q1: 9,062 shares; 2025Q2: 9,625 shares; 2025Q3: 9,371 shares; 2025Q4: 9,378 shares; 2026Q1: 9,225 shares 9,225 $236K 0.04% -153 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares 2,770 $235K 0.04% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: 3,633 shares; 2025Q4: 3,632 shares; 2026Q1: 3,629 shares 3,629 $232K 0.04% -3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 771 shares; 2025Q1: 779 shares; 2025Q2: 788 shares; 2025Q3: 812 shares; 2025Q4: 701 shares; 2026Q1: 704 shares 704 $230K 0.04% +3 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: 2,248 shares 2,248 $226K 0.04% -218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,899 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,449 shares 4,449 $220K 0.04% new Timeline PPL PPL CORP More: the full row for PPL 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: 5,960 shares; 2026Q1: 5,702 shares 5,702 $218K 0.04% -258 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: not reported; 2024Q4: 4,201 shares; 2025Q1: 3,211 shares; 2025Q2: 3,133 shares; 2025Q3: 2,810 shares; 2025Q4: 3,071 shares; 2026Q1: 3,023 shares 3,023 $217K 0.04% -48 Timeline EAGG 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: 5,747 shares; 2025Q3: 6,624 shares; 2025Q4: not reported; 2026Q1: 4,442 shares 4,442 $211K 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares 2,917 $210K 0.04% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 2,642 shares; 2025Q1: 2,539 shares; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 1,738 shares; 2026Q1: 1,725 shares 1,725 $207K 0.04% -13 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares; 2026Q1: 2,716 shares 2,716 $205K 0.03% -336 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares 1,188 $204K 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 6,238 shares; 2025Q1: 5,198 shares; 2025Q2: 4,245 shares; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 4,208 shares 4,208 $203K 0.03% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: 527 shares 527 $202K 0.03% +8 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,848 shares; 2025Q4: 12,848 shares; 2026Q1: 12,848 shares 12,848 $153K 0.03% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,396 shares; 2025Q1: 14,396 shares; 2025Q2: 14,466 shares; 2025Q3: 14,396 shares; 2025Q4: 14,396 shares; 2026Q1: 14,396 shares 14,396 $110K 0.02% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 11,783 shares; 2025Q1: 12,119 shares; 2025Q2: 15,461 shares; 2025Q3: 15,572 shares; 2025Q4: 15,489 shares; 2026Q1: 14,436 shares 14,436 $94.8K 0.02% -1,053 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 558 shares 558 $75.1K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS 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: 10,500 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $65.9K 0.01% 0 Timeline PYXS PYXIS ONCOLOGY INC More: the full row for PYXIS ONCOLOGY 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: 21,959 shares; 2026Q1: 21,277 shares 21,277 $31.1K 0.01% -682 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,442 shares; 2025Q1: not reported; 2025Q2: 42,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,402 shares 11,402 $17.3K <0.01% new 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: 200 shares 200 $920 <0.01% new Timeline