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: 9,764,967 shares; 2024Q4: 39,195,946 shares; 2025Q1: 40,450,598 shares; 2025Q2: 42,286,978 shares; 2025Q3: 42,168,342 shares; 2025Q4: 41,810,550 shares; 2026Q1: 43,528,965 shares 43,528,965 $1.27B 12.65% +1,718,415 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: 10,745,795 shares; 2024Q4: 31,961,534 shares; 2025Q1: 32,984,784 shares; 2025Q2: 32,992,117 shares; 2025Q3: 34,105,438 shares; 2025Q4: 35,128,777 shares; 2026Q1: 35,341,359 shares 35,341,359 $1.08B 10.75% +212,582 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: 6,010,040 shares; 2024Q4: 3,625,024 shares; 2025Q1: 2,385,075 shares; 2025Q2: 8,332,294 shares; 2025Q3: 8,480,853 shares; 2025Q4: 8,695,326 shares; 2026Q1: 8,750,768 shares 8,750,768 $721M 7.2% +55,442 Timeline VPL 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: 4,459,339 shares; 2024Q4: 4,536,546 shares; 2025Q1: 4,898,706 shares; 2025Q2: 5,903,156 shares; 2025Q3: 5,972,291 shares; 2025Q4: 5,988,147 shares; 2026Q1: 5,921,734 shares 5,921,734 $579M 5.77% -66,413 Timeline DFAE 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: 6,135,344 shares; 2024Q4: 8,944,939 shares; 2025Q1: 10,648,826 shares; 2025Q2: 12,129,964 shares; 2025Q3: 12,152,804 shares; 2025Q4: 12,166,621 shares; 2026Q1: 12,087,652 shares 12,087,652 $409M 4.08% -78,969 Timeline VMBS 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: 147,266 shares; 2024Q4: 132,362 shares; 2025Q1: 105,867 shares; 2025Q2: 6,470,848 shares; 2025Q3: 6,778,519 shares; 2025Q4: 7,024,424 shares; 2026Q1: 7,315,776 shares 7,315,776 $343M 3.43% +291,352 Timeline SPTI 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: 6,001,803 shares; 2024Q4: 8,725,812 shares; 2025Q1: 10,103,795 shares; 2025Q2: 10,349,392 shares; 2025Q3: 10,729,157 shares; 2025Q4: 11,316,901 shares; 2026Q1: 11,895,021 shares 11,895,021 $341M 3.4% +578,120 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: 2,715,315 shares; 2024Q4: 2,909,578 shares; 2025Q1: 3,043,243 shares; 2025Q2: 3,141,376 shares; 2025Q3: 3,355,023 shares; 2025Q4: 3,525,085 shares; 2026Q1: 3,700,472 shares 3,700,472 $286M 2.85% +175,387 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969,970 shares; 2024Q4: 4,174,854 shares; 2025Q1: 5,010,439 shares; 2025Q2: 6,462,729 shares; 2025Q3: 6,510,973 shares; 2025Q4: 6,616,180 shares; 2026Q1: 6,567,811 shares 6,567,811 $230M 2.3% -48,369 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: 1,191,019 shares; 2024Q4: 1,134,246 shares; 2025Q1: 1,213,920 shares; 2025Q2: 1,238,954 shares; 2025Q3: 1,170,660 shares; 2025Q4: 1,166,166 shares; 2026Q1: 1,155,842 shares 1,155,842 $227M 2.26% -10,324 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 5,844,562 shares; 2025Q3: 5,863,971 shares; 2025Q4: 5,872,164 shares; 2026Q1: 5,744,036 shares 5,744,036 $227M 2.26% -128,128 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799,159 shares; 2024Q4: 2,077,677 shares; 2025Q1: 2,277,094 shares; 2025Q2: 2,367,109 shares; 2025Q3: 2,536,417 shares; 2025Q4: 2,691,371 shares; 2026Q1: 2,834,392 shares 2,834,392 $225M 2.24% +143,021 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: 4,140,123 shares; 2024Q4: 5,717,642 shares; 2025Q1: 6,803,893 shares; 2025Q2: 7,114,951 shares; 2025Q3: 7,479,032 shares; 2025Q4: 7,780,516 shares; 2026Q1: 8,226,025 shares 8,226,025 $216M 2.16% +445,509 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: 570,732 shares; 2024Q4: 515,334 shares; 2025Q1: 530,848 shares; 2025Q2: 548,423 shares; 2025Q3: 488,865 shares; 2025Q4: 487,825 shares; 2026Q1: 489,387 shares 489,387 $214M 2.13% +1,562 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544,982 shares; 2024Q4: 3,651,935 shares; 2025Q1: 3,855,031 shares; 2025Q2: 3,839,198 shares; 2025Q3: 3,999,789 shares; 2025Q4: 4,161,603 shares; 2026Q1: 4,344,115 shares 4,344,115 $198M 1.98% +182,512 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,865 shares; 2024Q4: 753,516 shares; 2025Q1: 802,798 shares; 2025Q2: 611,559 shares; 2025Q3: 604,629 shares; 2025Q4: 603,304 shares; 2026Q1: 603,872 shares 603,872 $183M 1.82% +568 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061,231 shares; 2024Q4: 858,328 shares; 2025Q1: 876,639 shares; 2025Q2: 873,500 shares; 2025Q3: 637,311 shares; 2025Q4: 634,982 shares; 2026Q1: 629,499 shares 629,499 $137M 1.36% -5,483 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: 2,016,395 shares; 2024Q4: 2,075,364 shares; 2025Q1: 2,208,631 shares; 2025Q2: 2,245,717 shares; 2025Q3: 2,352,657 shares; 2025Q4: 2,457,128 shares; 2026Q1: 2,613,479 shares 2,613,479 $131M 1.3% +156,351 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: 96,904 shares; 2024Q4: 96,721 shares; 2025Q1: 95,430 shares; 2025Q2: 89,333 shares; 2025Q3: 124,700 shares; 2025Q4: 315,825 shares; 2026Q1: 312,670 shares 312,670 $100M 1% -3,155 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647,275 shares; 2024Q4: 2,244,748 shares; 2025Q1: 1,809,697 shares; 2025Q2: 1,746,213 shares; 2025Q3: 1,737,750 shares; 2025Q4: 1,769,174 shares; 2026Q1: 1,750,756 shares 1,750,756 $94.6M 0.94% -18,418 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: 1 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 864,660 shares; 2025Q3: 910,254 shares; 2025Q4: 952,152 shares; 2026Q1: 999,855 shares 999,855 $82.7M 0.83% +47,703 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011,505 shares; 2024Q4: 1,026,193 shares; 2025Q1: 1,038,769 shares; 2025Q2: 1,021,996 shares; 2025Q3: 1,007,227 shares; 2025Q4: 1,007,109 shares; 2026Q1: 992,612 shares 992,612 $69.8M 0.7% -14,497 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035,106 shares; 2024Q4: 2,001,316 shares; 2025Q1: 2,113,788 shares; 2025Q2: 2,114,862 shares; 2025Q3: 2,095,111 shares; 2025Q4: 2,095,894 shares; 2026Q1: 2,081,385 shares 2,081,385 $68.6M 0.68% -14,509 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786,027 shares; 2024Q4: 813,104 shares; 2025Q1: 857,083 shares; 2025Q2: 879,462 shares; 2025Q3: 909,109 shares; 2025Q4: 935,827 shares; 2026Q1: 977,829 shares 977,829 $64.2M 0.64% +42,002 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: 223,303 shares; 2024Q4: 366,808 shares; 2025Q1: 415,055 shares; 2025Q2: 455,368 shares; 2025Q3: 540,598 shares; 2025Q4: 586,755 shares; 2026Q1: 620,617 shares 620,617 $61.6M 0.61% +33,862 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,512 shares; 2024Q4: 597,905 shares; 2025Q1: 624,302 shares; 2025Q2: 622,577 shares; 2025Q3: 736,985 shares; 2025Q4: 743,007 shares; 2026Q1: 722,611 shares 722,611 $54.3M 0.54% -20,396 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: 203,473 shares; 2024Q4: 206,511 shares; 2025Q1: 230,437 shares; 2025Q2: 188,180 shares; 2025Q3: 187,178 shares; 2025Q4: 191,529 shares; 2026Q1: 203,838 shares 203,838 $51.7M 0.52% +12,309 Timeline SCHC 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: 1,051,476 shares; 2024Q4: 1,036,661 shares; 2025Q1: 1,157,170 shares; 2025Q2: 1,160,858 shares; 2025Q3: 1,099,304 shares; 2025Q4: 1,103,103 shares; 2026Q1: 1,098,638 shares 1,098,638 $51.4M 0.51% -4,465 Timeline IPAC 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: 596,951 shares; 2024Q4: 609,009 shares; 2025Q1: 599,698 shares; 2025Q2: 653,467 shares; 2025Q3: 636,206 shares; 2025Q4: 655,922 shares; 2026Q1: 658,482 shares 658,482 $50.4M 0.5% +2,560 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: 92,636 shares; 2024Q4: 91,047 shares; 2025Q1: 78,002 shares; 2025Q2: 72,972 shares; 2025Q3: 71,635 shares; 2025Q4: 71,668 shares; 2026Q1: 77,090 shares 77,090 $50.4M 0.5% +5,422 Timeline DFIS 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: 10,157,785 shares; 2024Q4: 10,678,258 shares; 2025Q1: 11,415,836 shares; 2025Q2: 1,843,614 shares; 2025Q3: 1,627,775 shares; 2025Q4: 1,563,088 shares; 2026Q1: 1,485,130 shares 1,485,130 $50M 0.5% -77,958 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939,326 shares; 2024Q4: 962,724 shares; 2025Q1: 975,080 shares; 2025Q2: 865,400 shares; 2025Q3: 892,719 shares; 2025Q4: 942,979 shares; 2026Q1: 992,577 shares 992,577 $49.5M 0.49% +49,598 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: 161,791 shares; 2024Q4: 169,218 shares; 2025Q1: 270,716 shares; 2025Q2: 276,415 shares; 2025Q3: 278,124 shares; 2025Q4: 280,057 shares; 2026Q1: 319,923 shares 319,923 $46.2M 0.46% +39,866 Timeline DFAI 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: 986,075 shares; 2024Q4: 992,877 shares; 2025Q1: 1,016,329 shares; 2025Q2: 1,040,919 shares; 2025Q3: 1,023,495 shares; 2025Q4: 1,076,494 shares; 2026Q1: 1,154,484 shares 1,154,484 $45M 0.45% +77,990 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807,845 shares; 2024Q4: 815,868 shares; 2025Q1: 1,048,333 shares; 2025Q2: 1,106,184 shares; 2025Q3: 1,128,362 shares; 2025Q4: 1,180,027 shares; 2026Q1: 1,244,911 shares 1,244,911 $44.5M 0.44% +64,884 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: 62,026 shares; 2024Q4: 62,307 shares; 2025Q1: 63,325 shares; 2025Q2: 65,584 shares; 2025Q3: 65,866 shares; 2025Q4: 66,515 shares; 2026Q1: 68,352 shares 68,352 $40.8M 0.41% +1,837 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: 164,797 shares; 2024Q4: 165,645 shares; 2025Q1: 177,439 shares; 2025Q2: 185,548 shares; 2025Q3: 188,160 shares; 2025Q4: 208,571 shares; 2026Q1: 228,757 shares 228,757 $39.9M 0.4% +20,186 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: 92,056 shares; 2024Q4: 92,314 shares; 2025Q1: 86,759 shares; 2025Q2: 87,351 shares; 2025Q3: 90,908 shares; 2025Q4: 91,738 shares; 2026Q1: 89,968 shares 89,968 $33.3M 0.33% -1,770 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: 88,293 shares; 2024Q4: 93,974 shares; 2025Q1: 93,859 shares; 2025Q2: 88,443 shares; 2025Q3: 91,943 shares; 2025Q4: 91,165 shares; 2026Q1: 194,973 shares 194,973 $33.1M 0.33% +103,808 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,888 shares; 2024Q4: 269,713 shares; 2025Q1: 246,889 shares; 2025Q2: 267,797 shares; 2025Q3: 267,801 shares; 2025Q4: 284,556 shares; 2026Q1: 290,397 shares 290,397 $32.6M 0.33% +5,841 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860,647 shares; 2024Q4: 890,831 shares; 2025Q1: 515,700 shares; 2025Q2: 456,605 shares; 2025Q3: 459,742 shares; 2025Q4: 486,936 shares; 2026Q1: 520,446 shares 520,446 $31M 0.31% +33,510 Timeline IOO 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: 266,914 shares; 2024Q4: 273,756 shares; 2025Q1: 274,898 shares; 2025Q2: 277,577 shares; 2025Q3: 265,501 shares; 2025Q4: 251,534 shares; 2026Q1: 252,844 shares 252,844 $30.6M 0.31% +1,310 Timeline VXF 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: 143,129 shares; 2024Q4: 144,651 shares; 2025Q1: 146,754 shares; 2025Q2: 149,460 shares; 2025Q3: 145,623 shares; 2025Q4: 144,174 shares; 2026Q1: 144,050 shares 144,050 $29.6M 0.3% -124 Timeline VT 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: 201,332 shares; 2024Q4: 199,625 shares; 2025Q1: 215,556 shares; 2025Q2: 215,884 shares; 2025Q3: 211,004 shares; 2025Q4: 206,277 shares; 2026Q1: 207,167 shares 207,167 $28.7M 0.29% +890 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: 874,620 shares; 2024Q4: 847,448 shares; 2025Q1: 832,928 shares; 2025Q2: 792,365 shares; 2025Q3: 734,033 shares; 2025Q4: 726,382 shares; 2026Q1: 718,051 shares 718,051 $27.9M 0.28% -8,331 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: 1,093 shares; 2024Q4: 209 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: 66,628 shares; 2025Q4: 274,437 shares; 2026Q1: 265,896 shares 265,896 $25.4M 0.25% -8,541 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,868 shares; 2024Q4: 127,398 shares; 2025Q1: 185,956 shares; 2025Q2: 365,641 shares; 2025Q3: 424,411 shares; 2025Q4: 454,649 shares; 2026Q1: 475,253 shares 475,253 $23.8M 0.24% +20,604 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,887 shares; 2024Q4: 320,598 shares; 2025Q1: 622,937 shares; 2025Q2: 590,903 shares; 2025Q3: 571,643 shares; 2025Q4: 483,072 shares; 2026Q1: 477,984 shares 477,984 $23.2M 0.23% -5,088 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: 8,479 shares; 2024Q4: 8,491 shares; 2025Q1: 12,920 shares; 2025Q2: 171,641 shares; 2025Q3: 184,500 shares; 2025Q4: 193,926 shares; 2026Q1: 197,700 shares 197,700 $21.1M 0.21% +3,774 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,743 shares; 2024Q4: 205,178 shares; 2025Q1: 194,614 shares; 2025Q2: 197,096 shares; 2025Q3: 201,813 shares; 2025Q4: 213,779 shares; 2026Q1: 216,863 shares 216,863 $20.7M 0.21% +3,084 Timeline ITM 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: 312,077 shares; 2024Q4: 299,004 shares; 2025Q1: 298,695 shares; 2025Q2: 447,121 shares; 2025Q3: 460,689 shares; 2025Q4: 456,595 shares; 2026Q1: 440,827 shares 440,827 $20.5M 0.2% -15,768 Timeline VSS 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: 151,494 shares; 2024Q4: 156,642 shares; 2025Q1: 157,873 shares; 2025Q2: 139,518 shares; 2025Q3: 137,001 shares; 2025Q4: 135,651 shares; 2026Q1: 136,332 shares 136,332 $19.9M 0.2% +681 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: 60,279 shares; 2024Q4: 57,461 shares; 2025Q1: 56,501 shares; 2025Q2: 57,958 shares; 2025Q3: 58,721 shares; 2025Q4: 60,383 shares; 2026Q1: 68,972 shares 68,972 $19.8M 0.2% +8,589 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: 53,914 shares; 2024Q4: 52,622 shares; 2025Q1: 50,189 shares; 2025Q2: 49,090 shares; 2025Q3: 49,050 shares; 2025Q4: 46,389 shares; 2026Q1: 45,364 shares 45,364 $19.3M 0.19% -1,025 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: 51,542 shares; 2024Q4: 47,609 shares; 2025Q1: 50,737 shares; 2025Q2: 49,739 shares; 2025Q3: 55,178 shares; 2025Q4: 59,620 shares; 2026Q1: 61,589 shares 61,589 $19.1M 0.19% +1,969 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: 45,521 shares; 2024Q4: 49,290 shares; 2025Q1: 61,504 shares; 2025Q2: 69,831 shares; 2025Q3: 72,688 shares; 2025Q4: 72,294 shares; 2026Q1: 88,920 shares 88,920 $18.5M 0.18% +16,626 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: 56,426 shares; 2024Q4: 54,232 shares; 2025Q1: 54,238 shares; 2025Q2: 52,987 shares; 2025Q3: 55,055 shares; 2025Q4: 55,202 shares; 2026Q1: 54,493 shares 54,493 $16.9M 0.17% -709 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: 33,137 shares; 2024Q4: 34,413 shares; 2025Q1: 21,973 shares; 2025Q2: 25,596 shares; 2025Q3: 36,846 shares; 2025Q4: 36,464 shares; 2026Q1: 162,257 shares 162,257 $16.7M 0.17% +125,793 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,336 shares; 2024Q4: 97,178 shares; 2025Q1: 113,674 shares; 2025Q2: 135,004 shares; 2025Q3: 144,383 shares; 2025Q4: 155,222 shares; 2026Q1: 136,833 shares 136,833 $16.6M 0.17% -18,389 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,787 shares; 2024Q4: 15,666 shares; 2025Q1: 16,213 shares; 2025Q2: 16,224 shares; 2025Q3: 44,852 shares; 2025Q4: 164,833 shares; 2026Q1: 169,471 shares 169,471 $16.5M 0.16% +4,638 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: 52,752 shares; 2024Q4: 52,441 shares; 2025Q1: 47,583 shares; 2025Q2: 49,654 shares; 2025Q3: 56,384 shares; 2025Q4: 56,033 shares; 2026Q1: 56,668 shares 56,668 $16.3M 0.16% +635 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: 68,986 shares; 2024Q4: 64,098 shares; 2025Q1: 11,402 shares; 2025Q2: 10,924 shares; 2025Q3: 10,601 shares; 2025Q4: 10,528 shares; 2026Q1: 67,701 shares 67,701 $16M 0.16% +57,173 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: 30,781 shares; 2024Q4: 30,516 shares; 2025Q1: 31,820 shares; 2025Q2: 31,771 shares; 2025Q3: 33,688 shares; 2025Q4: 33,352 shares; 2026Q1: 33,365 shares 33,365 $16M 0.16% +13 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: 52,661 shares; 2024Q4: 47,876 shares; 2025Q1: 47,955 shares; 2025Q2: 50,526 shares; 2025Q3: 51,565 shares; 2025Q4: 57,474 shares; 2026Q1: 55,022 shares 55,022 $16M 0.16% -2,452 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: 22,741 shares; 2024Q4: 22,162 shares; 2025Q1: 22,031 shares; 2025Q2: 22,530 shares; 2025Q3: 22,231 shares; 2025Q4: 24,422 shares; 2026Q1: 27,385 shares 27,385 $15.8M 0.16% +2,963 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,928 shares; 2024Q4: 139,018 shares; 2025Q1: 141,406 shares; 2025Q2: 140,655 shares; 2025Q3: 148,003 shares; 2025Q4: 143,364 shares; 2026Q1: 142,974 shares 142,974 $15.7M 0.16% -390 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 9,045 shares; 2025Q1: 108,879 shares; 2025Q2: 106,061 shares; 2025Q3: 104,536 shares; 2025Q4: 98,791 shares; 2026Q1: 98,196 shares 98,196 $15.5M 0.15% -595 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,448 shares; 2025Q1: 3,662 shares; 2025Q2: 7,770 shares; 2025Q3: 8,166 shares; 2025Q4: 6,684 shares; 2026Q1: 331,664 shares 331,664 $15.4M 0.15% +324,980 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,002 shares; 2024Q4: 98,404 shares; 2025Q1: 95,222 shares; 2025Q2: 90,523 shares; 2025Q3: 88,980 shares; 2025Q4: 83,983 shares; 2026Q1: 82,324 shares 82,324 $15.2M 0.15% -1,659 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: 195,921 shares; 2024Q4: 208,872 shares; 2025Q1: 223,719 shares; 2025Q2: 212,549 shares; 2025Q3: 212,052 shares; 2025Q4: 209,061 shares; 2026Q1: 206,246 shares 206,246 $15.2M 0.15% -2,815 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 2,922 shares; 2025Q1: 122,065 shares; 2025Q2: 125,616 shares; 2025Q3: 129,086 shares; 2025Q4: 142,340 shares; 2026Q1: 133,964 shares 133,964 $14.3M 0.14% -8,376 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,794 shares; 2024Q4: 52,579 shares; 2025Q1: 60,032 shares; 2025Q2: 62,113 shares; 2025Q3: 62,535 shares; 2025Q4: 65,383 shares; 2026Q1: 54,865 shares 54,865 $14.3M 0.14% -10,518 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,456 shares; 2024Q4: 61,475 shares; 2025Q1: 14,557 shares; 2025Q2: 14,335 shares; 2025Q3: 15,336 shares; 2025Q4: 16,263 shares; 2026Q1: 70,060 shares 70,060 $14.2M 0.14% +53,797 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: 19,340 shares; 2024Q4: 19,182 shares; 2025Q1: 22,822 shares; 2025Q2: 23,562 shares; 2025Q3: 24,024 shares; 2025Q4: 24,978 shares; 2026Q1: 23,560 shares 23,560 $13.5M 0.13% -1,418 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: 5,789 shares; 2024Q4: 5,597 shares; 2025Q1: 6,229 shares; 2025Q2: 4,639 shares; 2025Q3: 4,856 shares; 2025Q4: 4,681 shares; 2026Q1: 83,806 shares 83,806 $13.2M 0.13% +79,125 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: 12,168 shares; 2024Q4: 11,956 shares; 2025Q1: 12,474 shares; 2025Q2: 19,450 shares; 2025Q3: 19,190 shares; 2025Q4: 18,601 shares; 2026Q1: 18,154 shares 18,154 $12.9M 0.13% -447 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: 38,300 shares; 2024Q4: 36,442 shares; 2025Q1: 36,502 shares; 2025Q2: 36,772 shares; 2025Q3: 37,855 shares; 2025Q4: 38,403 shares; 2026Q1: 39,604 shares 39,604 $12M 0.12% +1,201 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: 18,550 shares; 2024Q4: 18,133 shares; 2025Q1: 18,138 shares; 2025Q2: 18,341 shares; 2025Q3: 18,341 shares; 2025Q4: 17,851 shares; 2026Q1: 18,364 shares 18,364 $11.9M 0.12% +513 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: 145,542 shares; 2024Q4: 146,496 shares; 2025Q1: 155,454 shares; 2025Q2: 165,012 shares; 2025Q3: 169,780 shares; 2025Q4: 178,237 shares; 2026Q1: 168,075 shares 168,075 $11.7M 0.12% -10,162 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: 174,762 shares; 2024Q4: 183,380 shares; 2025Q1: 184,643 shares; 2025Q2: 206,916 shares; 2025Q3: 215,078 shares; 2025Q4: 224,158 shares; 2026Q1: 231,886 shares 231,886 $11M 0.11% +7,728 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 33,473 shares; 2025Q1: 45,967 shares; 2025Q2: 54,363 shares; 2025Q3: 76,195 shares; 2025Q4: 79,671 shares; 2026Q1: 100,754 shares 100,754 $10.9M 0.11% +21,083 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: 123,541 shares; 2024Q4: 111,679 shares; 2025Q1: 114,057 shares; 2025Q2: 113,636 shares; 2025Q3: 114,200 shares; 2025Q4: 114,460 shares; 2026Q1: 115,450 shares 115,450 $10.5M 0.1% +990 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: 206,854 shares; 2024Q4: 200,119 shares; 2025Q1: 184,625 shares; 2025Q2: 108,051 shares; 2025Q3: 99,039 shares; 2025Q4: 96,660 shares; 2026Q1: 95,665 shares 95,665 $10.2M 0.1% -995 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $10.1M 0.1% 0 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: 11,332 shares; 2024Q4: 11,474 shares; 2025Q1: 19,034 shares; 2025Q2: 23,741 shares; 2025Q3: 23,744 shares; 2025Q4: 25,573 shares; 2026Q1: 27,028 shares 27,028 $10M 0.1% +1,455 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,927 shares; 2024Q4: 56,104 shares; 2025Q1: 52,917 shares; 2025Q2: 51,645 shares; 2025Q3: 51,437 shares; 2025Q4: 47,625 shares; 2026Q1: 46,184 shares 46,184 $9.87M 0.1% -1,441 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: 6,987 shares; 2024Q4: 7,392 shares; 2025Q1: 8,374 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares; 2025Q4: 10,095 shares; 2026Q1: 10,691 shares 10,691 $9.83M 0.1% +596 Timeline SLYG 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: 119,585 shares; 2024Q4: 117,607 shares; 2025Q1: 119,355 shares; 2025Q2: 107,602 shares; 2025Q3: 101,598 shares; 2025Q4: 100,165 shares; 2026Q1: 99,268 shares 99,268 $9.59M 0.1% -897 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: 7,687 shares; 2024Q4: 7,266 shares; 2025Q1: 7,690 shares; 2025Q2: 7,517 shares; 2025Q3: 7,810 shares; 2025Q4: 8,164 shares; 2026Q1: 9,264 shares 9,264 $9.23M 0.09% +1,100 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,399 shares; 2024Q4: 219,452 shares; 2025Q1: 270,619 shares; 2025Q2: 195,912 shares; 2025Q3: 179,536 shares; 2025Q4: 150,249 shares; 2026Q1: 141,760 shares 141,760 $8.85M 0.09% -8,489 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,131 shares; 2024Q4: 171,640 shares; 2025Q1: 176,778 shares; 2025Q2: 176,310 shares; 2025Q3: 182,189 shares; 2025Q4: 179,952 shares; 2026Q1: 183,784 shares 183,784 $8.47M 0.08% +3,832 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares; 2026Q1: 71,136 shares 71,136 $8.27M 0.08% +68,742 Timeline CTAP SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307,750 shares 307,750 $8.24M 0.08% new Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137,122 shares; 2024Q4: 7,503,591 shares; 2025Q1: 10,139,173 shares; 2025Q2: 192,661 shares; 2025Q3: 185,951 shares; 2025Q4: 170,148 shares; 2026Q1: 157,014 shares 157,014 $8.05M 0.08% -13,134 Timeline NTSE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199,324 shares 199,324 $7.92M 0.08% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,358 shares; 2024Q4: 93,964 shares; 2025Q1: 89,052 shares; 2025Q2: 87,666 shares; 2025Q3: 86,248 shares; 2025Q4: 83,552 shares; 2026Q1: 82,626 shares 82,626 $7.81M 0.08% -926 Timeline VGLT 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: 978,541 shares; 2024Q4: 405,058 shares; 2025Q1: 146,706 shares; 2025Q2: 136,415 shares; 2025Q3: 147,016 shares; 2025Q4: 139,997 shares; 2026Q1: 138,225 shares 138,225 $7.65M 0.08% -1,772 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: 283,003 shares; 2024Q4: 283,922 shares; 2025Q1: 286,695 shares; 2025Q2: 289,129 shares; 2025Q3: 298,939 shares; 2025Q4: 303,023 shares; 2026Q1: 306,966 shares 306,966 $7.6M 0.08% +3,943 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: 28,784 shares; 2024Q4: 29,734 shares; 2025Q1: 30,378 shares; 2025Q2: 33,531 shares; 2025Q3: 34,888 shares; 2025Q4: 34,990 shares; 2026Q1: 34,635 shares 34,635 $7.53M 0.08% -355 Timeline GDT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,447 shares 185,447 $7.36M 0.07% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,985 shares; 2025Q2: 44,043 shares; 2025Q3: 42,309 shares; 2025Q4: 37,331 shares; 2026Q1: 34,226 shares 34,226 $7.31M 0.07% -3,105 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 460,000 shares; 2025Q4: 460,016 shares; 2026Q1: 460,016 shares 460,016 $7.25M 0.07% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,110 shares; 2024Q4: 59,030 shares; 2025Q1: 163,935 shares; 2025Q2: 163,359 shares; 2025Q3: 160,590 shares; 2025Q4: 136,101 shares; 2026Q1: 136,097 shares 136,097 $7.18M 0.07% -4 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: 138,093 shares; 2024Q4: 145,933 shares; 2025Q1: 134,534 shares; 2025Q2: 156,472 shares; 2025Q3: 155,558 shares; 2025Q4: 158,027 shares; 2026Q1: 157,147 shares 157,147 $7.15M 0.07% -880 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: 74,407 shares; 2024Q4: 74,568 shares; 2025Q1: 74,813 shares; 2025Q2: 74,791 shares; 2025Q3: 75,597 shares; 2025Q4: 75,287 shares; 2026Q1: 74,942 shares 74,942 $6.95M 0.07% -345 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,659 shares; 2024Q4: 20,653 shares; 2025Q1: 20,592 shares; 2025Q2: 20,377 shares; 2025Q3: 19,814 shares; 2025Q4: 19,443 shares; 2026Q1: 19,276 shares 19,276 $6.87M 0.07% -167 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: 132,373 shares; 2024Q4: 133,121 shares; 2025Q1: 138,256 shares; 2025Q2: 139,195 shares; 2025Q3: 143,965 shares; 2025Q4: 142,412 shares; 2026Q1: 144,101 shares 144,101 $6.78M 0.07% +1,689 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: 129,529 shares; 2024Q4: 131,844 shares; 2025Q1: 36,401 shares; 2025Q2: 36,854 shares; 2025Q3: 37,203 shares; 2025Q4: 35,871 shares; 2026Q1: 27,683 shares 27,683 $6.77M 0.07% -8,188 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,823 shares; 2024Q4: 302,278 shares; 2025Q1: 244,868 shares; 2025Q2: 231,661 shares; 2025Q3: 230,841 shares; 2025Q4: 230,882 shares; 2026Q1: 232,539 shares 232,539 $6.76M 0.07% +1,657 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: 52,526 shares; 2024Q4: 49,103 shares; 2025Q1: 50,393 shares; 2025Q2: 49,145 shares; 2025Q3: 53,517 shares; 2025Q4: 54,383 shares; 2026Q1: 53,372 shares 53,372 $6.63M 0.07% -1,011 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,238 shares 203,238 $6.51M 0.06% new 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: 17,957 shares; 2024Q4: 18,213 shares; 2025Q1: 20,918 shares; 2025Q2: 20,997 shares; 2025Q3: 21,430 shares; 2025Q4: 22,206 shares; 2026Q1: 21,778 shares 21,778 $6.41M 0.06% -428 Timeline HFND 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: not reported; 2025Q4: not reported; 2026Q1: 273,668 shares 273,668 $6.35M 0.06% new 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: 32,144 shares; 2024Q4: 33,330 shares; 2025Q1: 44,218 shares; 2025Q2: 39,046 shares; 2025Q3: 39,001 shares; 2025Q4: 39,921 shares; 2026Q1: 54,985 shares 54,985 $6.22M 0.06% +15,064 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: 222,947 shares; 2024Q4: 217,898 shares; 2025Q1: 220,880 shares; 2025Q2: 207,535 shares; 2025Q3: 183,431 shares; 2025Q4: 181,041 shares; 2026Q1: 179,582 shares 179,582 $6.1M 0.06% -1,459 Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 328,126 shares 328,126 $6.1M 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 11,792 shares; 2025Q1: 11,777 shares; 2025Q2: 11,500 shares; 2025Q3: 11,688 shares; 2025Q4: 11,776 shares; 2026Q1: 12,037 shares 12,037 $6.01M 0.06% +261 Timeline DFCF 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: 99,549 shares; 2025Q3: 111,669 shares; 2025Q4: 118,302 shares; 2026Q1: 142,121 shares 142,121 $6M 0.06% +23,819 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: 8,326 shares; 2024Q4: 9,547 shares; 2025Q1: 14,538 shares; 2025Q2: 15,799 shares; 2025Q3: 16,457 shares; 2025Q4: 20,226 shares; 2026Q1: 27,986 shares 27,986 $5.91M 0.06% +7,760 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: 11,726 shares; 2024Q4: 10,305 shares; 2025Q1: 19,413 shares; 2025Q2: 21,028 shares; 2025Q3: 21,043 shares; 2025Q4: 18,853 shares; 2026Q1: 17,126 shares 17,126 $5.85M 0.06% -1,727 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: 60,981 shares; 2024Q4: 60,350 shares; 2025Q1: 47,482 shares; 2025Q2: 44,765 shares; 2025Q3: 48,450 shares; 2025Q4: 51,888 shares; 2026Q1: 74,431 shares 74,431 $5.78M 0.06% +22,543 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: 60,765 shares; 2024Q4: 61,102 shares; 2025Q1: 39,678 shares; 2025Q2: 44,246 shares; 2025Q3: 40,722 shares; 2025Q4: 45,181 shares; 2026Q1: 74,962 shares 74,962 $5.7M 0.06% +29,781 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: 17,147 shares; 2024Q4: 17,433 shares; 2025Q1: 18,059 shares; 2025Q2: 17,829 shares; 2025Q3: 17,732 shares; 2025Q4: 17,742 shares; 2026Q1: 19,663 shares 19,663 $5.65M 0.06% +1,921 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,253 shares; 2025Q1: 2,671 shares; 2025Q2: 2,765 shares; 2025Q3: 3,153 shares; 2025Q4: 3,220 shares; 2026Q1: 6,458 shares 6,458 $5.64M 0.06% +3,238 Timeline TFI 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: 182,322 shares; 2024Q4: 179,129 shares; 2025Q1: 168,555 shares; 2025Q2: 126,439 shares; 2025Q3: 122,909 shares; 2025Q4: 126,201 shares; 2026Q1: 121,230 shares 121,230 $5.5M 0.05% -4,971 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,446 shares; 2024Q4: 37,446 shares; 2025Q1: 37,439 shares; 2025Q2: 37,415 shares; 2025Q3: 37,479 shares; 2025Q4: 37,486 shares; 2026Q1: 37,479 shares 37,479 $5.46M 0.05% -7 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: 26,716 shares; 2024Q4: 25,719 shares; 2025Q1: 42,440 shares; 2025Q2: 41,560 shares; 2025Q3: 42,873 shares; 2025Q4: 44,318 shares; 2026Q1: 44,992 shares 44,992 $5.41M 0.05% +674 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: 340,330 shares; 2024Q4: 325,684 shares; 2025Q1: 297,750 shares; 2025Q2: 275,685 shares; 2025Q3: 118,739 shares; 2025Q4: 94,046 shares; 2026Q1: 83,895 shares 83,895 $5.38M 0.05% -10,151 Timeline WTIP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,354 shares 142,354 $5.37M 0.05% new Timeline ESML 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: 107,390 shares; 2024Q4: 109,422 shares; 2025Q1: 107,673 shares; 2025Q2: 109,605 shares; 2025Q3: 109,392 shares; 2025Q4: 112,151 shares; 2026Q1: 112,177 shares 112,177 $5.27M 0.05% +26 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: 18,289 shares; 2024Q4: 18,060 shares; 2025Q1: 17,969 shares; 2025Q2: 18,363 shares; 2025Q3: 17,992 shares; 2025Q4: 18,012 shares; 2026Q1: 18,572 shares 18,572 $5.27M 0.05% +560 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: 22,250 shares; 2024Q4: 23,011 shares; 2025Q1: 25,127 shares; 2025Q2: 24,447 shares; 2025Q3: 17,730 shares; 2025Q4: 17,016 shares; 2026Q1: 16,815 shares 16,815 $5.03M 0.05% -201 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: 60,884 shares; 2024Q4: 57,499 shares; 2025Q1: 45,332 shares; 2025Q2: 42,356 shares; 2025Q3: 42,060 shares; 2025Q4: 40,569 shares; 2026Q1: 40,123 shares 40,123 $4.99M 0.05% -446 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,029 shares; 2024Q4: 103,045 shares; 2025Q1: 76,399 shares; 2025Q2: 71,231 shares; 2025Q3: 71,423 shares; 2025Q4: 73,690 shares; 2026Q1: 73,199 shares 73,199 $4.94M 0.05% -491 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: 7,975 shares; 2024Q4: 7,411 shares; 2025Q1: 7,216 shares; 2025Q2: 7,242 shares; 2025Q3: 7,333 shares; 2025Q4: 7,191 shares; 2026Q1: 7,005 shares 7,005 $4.89M 0.05% -186 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: 24,066 shares; 2024Q4: 24,487 shares; 2025Q1: 16,388 shares; 2025Q2: 15,238 shares; 2025Q3: 20,273 shares; 2025Q4: 21,094 shares; 2026Q1: 23,487 shares 23,487 $4.86M 0.05% +2,393 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,949 shares; 2025Q3: 1,974 shares; 2025Q4: 1,910 shares; 2026Q1: 3,275 shares 3,275 $4.82M 0.05% +1,365 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: 16,432 shares; 2024Q4: 17,033 shares; 2025Q1: 15,927 shares; 2025Q2: 15,191 shares; 2025Q3: 15,417 shares; 2025Q4: 15,356 shares; 2026Q1: 14,580 shares 14,580 $4.8M 0.05% -776 Timeline SUSB 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: 156,640 shares; 2024Q4: 177,211 shares; 2025Q1: 185,369 shares; 2025Q2: 154,483 shares; 2025Q3: 162,586 shares; 2025Q4: 181,387 shares; 2026Q1: 190,141 shares 190,141 $4.77M 0.05% +8,754 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 6,857 shares; 2025Q1: 13,588 shares; 2025Q2: 13,515 shares; 2025Q3: 13,399 shares; 2025Q4: 16,236 shares; 2026Q1: 33,888 shares 33,888 $4.72M 0.05% +17,652 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 226,407 shares 226,407 $4.7M 0.05% new 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: 9,845 shares; 2024Q4: 15,757 shares; 2025Q1: 17,283 shares; 2025Q2: 30,109 shares; 2025Q3: 34,639 shares; 2025Q4: 58,216 shares; 2026Q1: 51,292 shares 51,292 $4.52M 0.05% -6,924 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 19,736 shares; 2025Q2: 19,229 shares; 2025Q3: 19,244 shares; 2025Q4: 19,239 shares; 2026Q1: 17,271 shares 17,271 $4.44M 0.04% -1,968 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 17,369 shares; 2025Q1: 17,512 shares; 2025Q2: 17,820 shares; 2025Q3: 17,083 shares; 2025Q4: 16,546 shares; 2026Q1: 16,891 shares 16,891 $4.42M 0.04% +345 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,678 shares; 2024Q4: 64,681 shares; 2025Q1: 62,635 shares; 2025Q2: 60,567 shares; 2025Q3: 23,655 shares; 2025Q4: 19,343 shares; 2026Q1: 20,429 shares 20,429 $4.39M 0.04% +1,086 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: 24,046 shares; 2024Q4: 29,667 shares; 2025Q1: 41,583 shares; 2025Q2: 53,181 shares; 2025Q3: 51,994 shares; 2025Q4: 54,408 shares; 2026Q1: 56,965 shares 56,965 $4.39M 0.04% +2,557 Timeline EEMV 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: 66,825 shares; 2024Q4: 66,906 shares; 2025Q1: 66,895 shares; 2025Q2: 66,895 shares; 2025Q3: 66,931 shares; 2025Q4: 66,931 shares; 2026Q1: 67,515 shares 67,515 $4.37M 0.04% +584 Timeline HFMF 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: not reported; 2025Q4: not reported; 2026Q1: 185,657 shares 185,657 $4.31M 0.04% new 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: 3,075 shares; 2024Q4: 4,629 shares; 2025Q1: 4,690 shares; 2025Q2: 4,762 shares; 2025Q3: 4,885 shares; 2025Q4: 5,135 shares; 2026Q1: 12,000 shares 12,000 $4.29M 0.04% +6,865 Timeline CFO 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: 59,279 shares; 2024Q4: 64,700 shares; 2025Q1: 59,934 shares; 2025Q2: 59,009 shares; 2025Q3: 58,530 shares; 2025Q4: 58,427 shares; 2026Q1: 57,559 shares 57,559 $4.27M 0.04% -868 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: 216,537 shares; 2024Q4: 204,581 shares; 2025Q1: 201,931 shares; 2025Q2: 187,833 shares; 2025Q3: 186,737 shares; 2025Q4: 188,767 shares; 2026Q1: 185,957 shares 185,957 $4.26M 0.04% -2,810 Timeline HFGM 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: not reported; 2025Q4: not reported; 2026Q1: 131,910 shares 131,910 $4.23M 0.04% new 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: 53,724 shares; 2024Q4: 51,784 shares; 2025Q1: 47,896 shares; 2025Q2: 46,313 shares; 2025Q3: 15,526 shares; 2025Q4: 11,605 shares; 2026Q1: 11,408 shares 11,408 $4.19M 0.04% -197 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 77,480 shares; 2025Q3: 80,996 shares; 2025Q4: 83,297 shares; 2026Q1: 84,181 shares 84,181 $4.16M 0.04% +884 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: 5,008 shares; 2024Q4: 5,600 shares; 2025Q1: 5,031 shares; 2025Q2: 4,819 shares; 2025Q3: 4,544 shares; 2025Q4: 4,296 shares; 2026Q1: 54,283 shares 54,283 $4.15M 0.04% +49,987 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: 128,661 shares 128,661 $4.14M 0.04% new Timeline LQDW 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: 168,695 shares 168,695 $4.08M 0.04% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 7,381 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares; 2025Q4: 9,365 shares; 2026Q1: 79,530 shares 79,530 $4M 0.04% +70,165 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 10,211 shares; 2025Q1: 22,665 shares; 2025Q2: 22,184 shares; 2025Q3: 23,709 shares; 2025Q4: 24,558 shares; 2026Q1: 24,941 shares 24,941 $3.98M 0.04% +383 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 2,150 shares; 2025Q1: 8,237 shares; 2025Q2: 9,817 shares; 2025Q3: 24,782 shares; 2025Q4: 54,212 shares; 2026Q1: 66,790 shares 66,790 $3.91M 0.04% +12,578 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: 2,475 shares; 2024Q4: 2,602 shares; 2025Q1: 4,781 shares; 2025Q2: 5,245 shares; 2025Q3: 5,305 shares; 2025Q4: 55,760 shares; 2026Q1: 38,954 shares 38,954 $3.75M 0.04% -16,806 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,842 shares; 2024Q4: 93,264 shares; 2025Q1: 94,928 shares; 2025Q2: 83,246 shares; 2025Q3: 79,676 shares; 2025Q4: 76,536 shares; 2026Q1: 74,877 shares 74,877 $3.63M 0.04% -1,659 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 15,060 shares 15,060 $3.58M 0.04% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,549 shares; 2024Q4: 46,534 shares; 2025Q1: 37,936 shares; 2025Q2: 37,891 shares; 2025Q3: 37,891 shares; 2025Q4: 37,891 shares; 2026Q1: 37,891 shares 37,891 $3.53M 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 890 shares; 2025Q1: 8,319 shares; 2025Q2: 15,055 shares; 2025Q3: 15,690 shares; 2025Q4: 17,520 shares; 2026Q1: 23,855 shares 23,855 $3.49M 0.03% +6,335 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,804 shares; 2024Q4: 81,513 shares; 2025Q1: 79,913 shares; 2025Q2: 72,714 shares; 2025Q3: 72,063 shares; 2025Q4: 71,330 shares; 2026Q1: 70,868 shares 70,868 $3.47M 0.03% -462 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,901 shares; 2024Q4: 26,616 shares; 2025Q1: 34,991 shares; 2025Q2: 35,033 shares; 2025Q3: 35,033 shares; 2025Q4: 35,162 shares; 2026Q1: 35,411 shares 35,411 $3.44M 0.03% +249 Timeline DFAW 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: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 43,801 shares; 2025Q2: 43,826 shares; 2025Q3: 44,785 shares; 2025Q4: 45,434 shares; 2026Q1: 45,433 shares 45,433 $3.35M 0.03% -1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,981 shares; 2025Q1: 12,340 shares; 2025Q2: 11,975 shares; 2025Q3: 16,840 shares; 2025Q4: 16,323 shares; 2026Q1: 16,852 shares 16,852 $3.34M 0.03% +529 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: 13,583 shares; 2024Q4: 13,378 shares; 2025Q1: 14,880 shares; 2025Q2: 14,960 shares; 2025Q3: 15,814 shares; 2025Q4: 15,897 shares; 2026Q1: 16,928 shares 16,928 $3.27M 0.03% +1,031 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: 26,447 shares; 2024Q4: 27,865 shares; 2025Q1: 37,264 shares; 2025Q2: 40,354 shares; 2025Q3: 50,725 shares; 2025Q4: 52,466 shares; 2026Q1: 55,821 shares 55,821 $3.25M 0.03% +3,355 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: 12,153 shares; 2024Q4: 12,801 shares; 2025Q1: 15,465 shares; 2025Q2: 17,739 shares; 2025Q3: 17,075 shares; 2025Q4: 17,654 shares; 2026Q1: 19,489 shares 19,489 $3.22M 0.03% +1,835 Timeline TLTW 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: 140,524 shares 140,524 $3.18M 0.03% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 29,102 shares; 2025Q1: 43,734 shares; 2025Q2: 45,308 shares; 2025Q3: 44,385 shares; 2025Q4: 43,886 shares; 2026Q1: 44,523 shares 44,523 $3.17M 0.03% +637 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,644 shares; 2025Q1: 4,317 shares; 2025Q2: 4,405 shares; 2025Q3: 4,588 shares; 2025Q4: 4,626 shares; 2026Q1: 11,306 shares 11,306 $3.16M 0.03% +6,680 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,254 shares; 2025Q1: 7,792 shares; 2025Q2: 7,449 shares; 2025Q3: 7,917 shares; 2025Q4: 7,920 shares; 2026Q1: 8,811 shares 8,811 $3.1M 0.03% +891 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,087 shares 95,087 $3.09M 0.03% new Timeline NTSI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,109 shares 70,109 $3.09M 0.03% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,900 shares; 2024Q4: 93,801 shares; 2025Q1: 93,551 shares; 2025Q2: 93,550 shares; 2025Q3: 93,551 shares; 2025Q4: 93,489 shares; 2026Q1: 93,489 shares 93,489 $3.03M 0.03% 0 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 159,751 shares 159,751 $3.01M 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,634 shares; 2025Q1: 8,241 shares; 2025Q2: 8,057 shares; 2025Q3: 6,963 shares; 2025Q4: 6,628 shares; 2026Q1: 15,018 shares 15,018 $2.98M 0.03% +8,390 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,818 shares; 2024Q4: 34,384 shares; 2025Q1: 34,350 shares; 2025Q2: 34,350 shares; 2025Q3: 34,350 shares; 2025Q4: 34,350 shares; 2026Q1: 34,350 shares 34,350 $2.98M 0.03% 0 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: 24,788 shares; 2024Q4: 24,925 shares; 2025Q1: 26,607 shares; 2025Q2: 25,751 shares; 2025Q3: 26,158 shares; 2025Q4: 19,549 shares; 2026Q1: 20,219 shares 20,219 $2.97M 0.03% +670 Timeline MGV 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: 27,384 shares; 2024Q4: 27,452 shares; 2025Q1: 27,134 shares; 2025Q2: 26,824 shares; 2025Q3: 21,444 shares; 2025Q4: 20,660 shares; 2026Q1: 20,275 shares 20,275 $2.94M 0.03% -385 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,798 shares; 2024Q4: 7,887 shares; 2025Q1: 8,258 shares; 2025Q2: 7,488 shares; 2025Q3: 7,679 shares; 2025Q4: 8,069 shares; 2026Q1: 8,484 shares 8,484 $2.87M 0.03% +415 Timeline DLN 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: 33,667 shares; 2024Q4: 33,223 shares; 2025Q1: 32,283 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares; 2026Q1: 32,075 shares 32,075 $2.87M 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,561 shares; 2025Q1: 8,539 shares; 2025Q2: 7,252 shares; 2025Q3: 7,271 shares; 2025Q4: 7,284 shares; 2026Q1: 7,296 shares 7,296 $2.86M 0.03% +12 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,897 shares 65,897 $2.78M 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,444 shares; 2025Q2: 14,954 shares; 2025Q3: 14,694 shares; 2025Q4: 17,694 shares; 2026Q1: 22,032 shares 22,032 $2.71M 0.03% +4,338 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,793 shares; 2024Q4: 111,821 shares; 2025Q1: 94,472 shares; 2025Q2: 91,242 shares; 2025Q3: 91,104 shares; 2025Q4: 86,033 shares; 2026Q1: 86,693 shares 86,693 $2.68M 0.03% +660 Timeline CDC 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: 30,179 shares; 2024Q4: 39,765 shares; 2025Q1: 38,126 shares; 2025Q2: 37,805 shares; 2025Q3: 37,520 shares; 2025Q4: 37,212 shares; 2026Q1: 37,016 shares 37,016 $2.64M 0.03% -196 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: 14,592 shares; 2024Q4: 13,884 shares; 2025Q1: 6,104 shares; 2025Q2: 5,187 shares; 2025Q3: 5,836 shares; 2025Q4: 6,206 shares; 2026Q1: 20,072 shares 20,072 $2.58M 0.03% +13,866 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,797 shares; 2024Q4: 26,620 shares; 2025Q1: 25,244 shares; 2025Q2: 29,551 shares; 2025Q3: 35,208 shares; 2025Q4: 35,578 shares; 2026Q1: 26,094 shares 26,094 $2.57M 0.03% -9,484 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,150 shares; 2025Q3: 37,871 shares; 2025Q4: 39,436 shares; 2026Q1: 40,782 shares 40,782 $2.56M 0.03% +1,346 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: 8,824 shares; 2024Q4: 8,733 shares; 2025Q1: 9,240 shares; 2025Q2: 8,868 shares; 2025Q3: 10,434 shares; 2025Q4: 10,705 shares; 2026Q1: 10,524 shares 10,524 $2.56M 0.03% -181 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: 11,348 shares; 2024Q4: 10,632 shares; 2025Q1: 14,559 shares; 2025Q2: 11,908 shares; 2025Q3: 11,152 shares; 2025Q4: 12,842 shares; 2026Q1: 12,560 shares 12,560 $2.56M 0.03% -282 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly 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: 60,932 shares 60,932 $2.55M 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,738 shares; 2025Q1: 2,741 shares; 2025Q2: 2,775 shares; 2025Q3: 2,771 shares; 2025Q4: 2,852 shares; 2026Q1: 2,850 shares 2,850 $2.55M 0.03% -2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,706 shares; 2024Q4: 22,723 shares; 2025Q1: 22,778 shares; 2025Q2: 22,896 shares; 2025Q3: 23,059 shares; 2025Q4: 19,731 shares; 2026Q1: 20,133 shares 20,133 $2.54M 0.03% +402 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,423 shares; 2025Q1: 7,398 shares; 2025Q2: 7,124 shares; 2025Q3: 6,913 shares; 2025Q4: 7,190 shares; 2026Q1: 10,998 shares 10,998 $2.53M 0.03% +3,808 Timeline TAXF 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: 2,619 shares; 2025Q2: 56,673 shares; 2025Q3: 55,273 shares; 2025Q4: 49,185 shares; 2026Q1: 50,101 shares 50,101 $2.51M 0.03% +916 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,391 shares; 2024Q4: 27,418 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 27,126 shares; 2025Q4: 27,126 shares; 2026Q1: 27,049 shares 27,049 $2.47M 0.02% -77 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,591 shares; 2024Q4: 12,777 shares; 2025Q1: 15,486 shares; 2025Q2: 16,861 shares; 2025Q3: 17,689 shares; 2025Q4: 17,969 shares; 2026Q1: 20,602 shares 20,602 $2.44M 0.02% +2,633 Timeline BDGS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,061 shares 71,061 $2.43M 0.02% new 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: 5,930 shares; 2024Q4: 5,599 shares; 2025Q1: 6,072 shares; 2025Q2: 6,388 shares; 2025Q3: 6,896 shares; 2025Q4: 8,240 shares; 2026Q1: 8,018 shares 8,018 $2.43M 0.02% -222 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: 40,891 shares; 2024Q4: 46,197 shares; 2025Q1: 83,381 shares; 2025Q2: 92,353 shares; 2025Q3: 94,582 shares; 2025Q4: 96,231 shares; 2026Q1: 82,730 shares 82,730 $2.4M 0.02% -13,501 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: 19,283 shares; 2024Q4: 19,468 shares; 2025Q1: 23,384 shares; 2025Q2: 24,358 shares; 2025Q3: 17,938 shares; 2025Q4: 10,980 shares; 2026Q1: 12,466 shares 12,466 $2.39M 0.02% +1,486 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,515 shares; 2024Q4: 122,754 shares; 2025Q1: 103,073 shares; 2025Q2: 100,816 shares; 2025Q3: 97,528 shares; 2025Q4: 96,352 shares; 2026Q1: 94,111 shares 94,111 $2.36M 0.02% -2,241 Timeline USIG 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: 1,276,844 shares; 2024Q4: 1,328,080 shares; 2025Q1: 1,407,987 shares; 2025Q2: 52,112 shares; 2025Q3: 44,248 shares; 2025Q4: 41,864 shares; 2026Q1: 45,906 shares 45,906 $2.35M 0.02% +4,042 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: 37,618 shares; 2024Q4: 41,000 shares; 2025Q1: 22,443 shares; 2025Q2: 22,842 shares; 2025Q3: 24,495 shares; 2025Q4: 17,746 shares; 2026Q1: 17,787 shares 17,787 $2.35M 0.02% +41 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,913 shares 122,913 $2.33M 0.02% new Timeline PTLC 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: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,067 shares; 2026Q1: 44,016 shares 44,016 $2.31M 0.02% +38,949 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,501 shares 69,501 $2.3M 0.02% new 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: 1,402 shares; 2024Q4: 1,237 shares; 2025Q1: 12,743 shares; 2025Q2: 13,180 shares; 2025Q3: 13,729 shares; 2025Q4: 14,482 shares; 2026Q1: 15,754 shares 15,754 $2.29M 0.02% +1,272 Timeline SPHQ 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: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,083 shares; 2025Q2: 22,664 shares; 2025Q3: 22,664 shares; 2025Q4: 29,784 shares; 2026Q1: 29,784 shares 29,784 $2.24M 0.02% 0 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: 5,058 shares; 2024Q4: 5,880 shares; 2025Q1: 6,567 shares; 2025Q2: 6,219 shares; 2025Q3: 6,295 shares; 2025Q4: 6,663 shares; 2026Q1: 6,625 shares 6,625 $2.24M 0.02% -38 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: 20,134 shares; 2024Q4: 20,744 shares; 2025Q1: 23,424 shares; 2025Q2: 22,782 shares; 2025Q3: 24,760 shares; 2025Q4: 27,129 shares; 2026Q1: 27,857 shares 27,857 $2.22M 0.02% +728 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,989 shares; 2025Q1: 6,376 shares; 2025Q2: 6,818 shares; 2025Q3: 6,651 shares; 2025Q4: 7,795 shares; 2026Q1: 7,882 shares 7,882 $2.19M 0.02% +87 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 10,627 shares; 2025Q1: 13,766 shares; 2025Q2: 12,320 shares; 2025Q3: 30,169 shares; 2025Q4: 67,206 shares; 2026Q1: 126,630 shares 126,630 $2.18M 0.02% +59,424 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: 6,571 shares; 2024Q4: 6,583 shares; 2025Q1: 6,713 shares; 2025Q2: 6,746 shares; 2025Q3: 6,692 shares; 2025Q4: 6,668 shares; 2026Q1: 6,662 shares 6,662 $2.17M 0.02% -6 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 11,326 shares; 2025Q1: 12,130 shares; 2025Q2: 12,777 shares; 2025Q3: 12,906 shares; 2025Q4: 13,497 shares; 2026Q1: 13,187 shares 13,187 $2.17M 0.02% -310 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: 34,740 shares; 2024Q4: 35,135 shares; 2025Q1: 37,717 shares; 2025Q2: 35,370 shares; 2025Q3: 35,940 shares; 2025Q4: 41,045 shares; 2026Q1: 43,636 shares 43,636 $2.13M 0.02% +2,591 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 609 shares; 2026Q1: 5,328 shares 5,328 $2.12M 0.02% +4,719 Timeline HYMB 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: 517,554 shares; 2024Q4: 555,554 shares; 2025Q1: 596,240 shares; 2025Q2: 88,083 shares; 2025Q3: 85,921 shares; 2025Q4: 86,210 shares; 2026Q1: 84,591 shares 84,591 $2.1M 0.02% -1,619 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: 2,261 shares; 2024Q4: 2,356 shares; 2025Q1: 3,519 shares; 2025Q2: 5,048 shares; 2025Q3: 5,267 shares; 2025Q4: 10,717 shares; 2026Q1: 15,524 shares 15,524 $2.06M 0.02% +4,807 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 50,955 shares 50,955 $2M 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 3,887 shares; 2025Q1: 4,146 shares; 2025Q2: 4,316 shares; 2025Q3: 4,339 shares; 2025Q4: 4,425 shares; 2026Q1: 4,438 shares 4,438 $1.98M 0.02% +13 Timeline YQQQ TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 154,441 shares 154,441 $1.98M 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 12,198 shares; 2025Q1: 12,596 shares; 2025Q2: 12,794 shares; 2025Q3: 12,652 shares; 2025Q4: 13,194 shares; 2026Q1: 13,281 shares 13,281 $1.97M 0.02% +87 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 40,835 shares; 2025Q1: 38,244 shares; 2025Q2: 35,811 shares; 2025Q3: 34,865 shares; 2025Q4: 34,816 shares; 2026Q1: 34,506 shares 34,506 $1.96M 0.02% -310 Timeline DFNM 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: 49,582 shares; 2024Q4: 46,462 shares; 2025Q1: 50,109 shares; 2025Q2: 36,938 shares; 2025Q3: 37,770 shares; 2025Q4: 39,039 shares; 2026Q1: 40,839 shares 40,839 $1.96M 0.02% +1,800 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,156 shares; 2024Q4: 71,533 shares; 2025Q1: 69,176 shares; 2025Q2: 67,298 shares; 2025Q3: 18,527 shares; 2025Q4: 11,227 shares; 2026Q1: 9,480 shares 9,480 $1.93M 0.02% -1,747 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: 5,928 shares; 2024Q4: 5,860 shares; 2025Q1: 6,106 shares; 2025Q2: 6,060 shares; 2025Q3: 6,305 shares; 2025Q4: 6,128 shares; 2026Q1: 5,739 shares 5,739 $1.89M 0.02% -389 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,080 shares; 2025Q1: 3,367 shares; 2025Q2: 3,329 shares; 2025Q3: 3,291 shares; 2025Q4: 16,491 shares; 2026Q1: 17,926 shares 17,926 $1.87M 0.02% +1,435 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: 625 shares; 2024Q4: 2,608 shares; 2025Q1: 3,362 shares; 2025Q2: 3,338 shares; 2025Q3: 3,547 shares; 2025Q4: 6,029 shares; 2026Q1: 7,777 shares 7,777 $1.87M 0.02% +1,748 Timeline FALN 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: 8,991,241 shares; 2024Q4: 9,566,735 shares; 2025Q1: 10,133,769 shares; 2025Q2: 103,235 shares; 2025Q3: 91,933 shares; 2025Q4: 72,347 shares; 2026Q1: 69,842 shares 69,842 $1.87M 0.02% -2,505 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,261 shares; 2024Q4: 17,261 shares; 2025Q1: 16,415 shares; 2025Q2: 17,252 shares; 2025Q3: 17,037 shares; 2025Q4: 17,037 shares; 2026Q1: 16,355 shares 16,355 $1.86M 0.02% -682 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 10,382 shares; 2025Q1: 11,110 shares; 2025Q2: 14,120 shares; 2025Q3: 13,556 shares; 2025Q4: 15,081 shares; 2026Q1: 19,542 shares 19,542 $1.86M 0.02% +4,461 Timeline FMAT 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: 32,076 shares; 2024Q4: 32,076 shares; 2025Q1: 32,076 shares; 2025Q2: 32,076 shares; 2025Q3: 32,076 shares; 2025Q4: 32,076 shares; 2026Q1: 31,821 shares 31,821 $1.83M 0.02% -255 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,367 shares; 2024Q4: 74,487 shares; 2025Q1: 68,405 shares; 2025Q2: 60,938 shares; 2025Q3: 60,750 shares; 2025Q4: 62,651 shares; 2026Q1: 56,657 shares 56,657 $1.79M 0.02% -5,994 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 48,377 shares; 2025Q1: 44,960 shares; 2025Q2: 44,197 shares; 2025Q3: 43,299 shares; 2025Q4: 40,522 shares; 2026Q1: 39,660 shares 39,660 $1.77M 0.02% -862 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: 9,323 shares; 2024Q4: 9,073 shares; 2025Q1: 8,871 shares; 2025Q2: 8,565 shares; 2025Q3: 8,616 shares; 2025Q4: 7,955 shares; 2026Q1: 7,789 shares 7,789 $1.76M 0.02% -166 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,232 shares; 2025Q1: 3,214 shares; 2025Q2: 3,206 shares; 2025Q3: 3,196 shares; 2025Q4: 3,213 shares; 2026Q1: 3,211 shares 3,211 $1.73M 0.02% -2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,455 shares; 2025Q1: 7,531 shares; 2025Q2: 8,201 shares; 2025Q3: 9,018 shares; 2025Q4: 9,564 shares; 2026Q1: 11,826 shares 11,826 $1.71M 0.02% +2,262 Timeline SDCI USCF ETF TR More: the full row for USCF 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: not reported; 2026Q1: 62,360 shares 62,360 $1.7M 0.02% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: not reported; 2026Q1: 45,464 shares 45,464 $1.7M 0.02% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,996 shares; 2025Q1: 7,762 shares; 2025Q2: 11,922 shares; 2025Q3: 13,860 shares; 2025Q4: 25,509 shares; 2026Q1: 21,683 shares 21,683 $1.68M 0.02% -3,826 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 608 shares; 2025Q1: 636 shares; 2025Q2: 9,974 shares; 2025Q3: 6,639 shares; 2025Q4: 6,654 shares; 2026Q1: 6,704 shares 6,704 $1.68M 0.02% +50 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: 5,854 shares; 2024Q4: 5,761 shares; 2025Q1: 7,981 shares; 2025Q2: 9,305 shares; 2025Q3: 11,551 shares; 2025Q4: 11,767 shares; 2026Q1: 5,267 shares 5,267 $1.68M 0.02% -6,500 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 7,480 shares; 2025Q1: 6,636 shares; 2025Q2: 6,925 shares; 2025Q3: 6,826 shares; 2025Q4: 6,773 shares; 2026Q1: 6,860 shares 6,860 $1.68M 0.02% +87 Timeline EZM 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: 25,036 shares; 2024Q4: 28,224 shares; 2025Q1: 25,784 shares; 2025Q2: 25,303 shares; 2025Q3: 24,935 shares; 2025Q4: 24,903 shares; 2026Q1: 24,755 shares 24,755 $1.66M 0.02% -148 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 26,025 shares; 2025Q1: 23,678 shares; 2025Q2: 21,846 shares; 2025Q3: 21,105 shares; 2025Q4: 21,182 shares; 2026Q1: 21,011 shares 21,011 $1.66M 0.02% -171 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: 7,560 shares; 2024Q4: 7,527 shares; 2025Q1: 7,246 shares; 2025Q2: 7,012 shares; 2025Q3: 6,932 shares; 2025Q4: 6,264 shares; 2026Q1: 6,649 shares 6,649 $1.65M 0.02% +385 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,174 shares; 2024Q4: 16,686 shares; 2025Q1: 17,206 shares; 2025Q2: 17,674 shares; 2025Q3: 17,607 shares; 2025Q4: 17,793 shares; 2026Q1: 17,624 shares 17,624 $1.64M 0.02% -169 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 72,938 shares 72,938 $1.62M 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,623 shares; 2025Q3: 1,671 shares; 2025Q4: 1,748 shares; 2026Q1: 1,685 shares 1,685 $1.62M 0.02% -63 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 109,084 shares 109,084 $1.61M 0.02% new 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: 1,768 shares; 2025Q2: 30,242 shares; 2025Q3: 32,745 shares; 2025Q4: 33,658 shares; 2026Q1: 44,394 shares 44,394 $1.61M 0.02% +10,736 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,231 shares; 2025Q1: 5,280 shares; 2025Q2: 5,140 shares; 2025Q3: 5,127 shares; 2025Q4: 5,117 shares; 2026Q1: 5,112 shares 5,112 $1.6M 0.02% -5 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: not reported; 2026Q1: 38,642 shares 38,642 $1.6M 0.02% new Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 58,635 shares 58,635 $1.6M 0.02% new 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: 5,254 shares; 2024Q4: 4,958 shares; 2025Q1: 5,894 shares; 2025Q2: 6,016 shares; 2025Q3: 5,782 shares; 2025Q4: 5,724 shares; 2026Q1: 6,511 shares 6,511 $1.58M 0.02% +787 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,328 shares; 2025Q1: 10,199 shares; 2025Q2: 11,989 shares; 2025Q3: 16,002 shares; 2025Q4: 11,282 shares; 2026Q1: 13,918 shares 13,918 $1.58M 0.02% +2,636 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: 7,538 shares; 2024Q4: 7,589 shares; 2025Q1: 7,911 shares; 2025Q2: 7,811 shares; 2025Q3: 10,234 shares; 2025Q4: 10,120 shares; 2026Q1: 10,149 shares 10,149 $1.55M 0.02% +29 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: 22,269 shares; 2024Q4: 25,225 shares; 2025Q1: 20,655 shares; 2025Q2: 20,688 shares; 2025Q3: 13,704 shares; 2025Q4: 13,714 shares; 2026Q1: 13,891 shares 13,891 $1.55M 0.02% +177 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: 23,008 shares; 2024Q4: 22,400 shares; 2025Q1: 27,047 shares; 2025Q2: 27,472 shares; 2025Q3: 28,248 shares; 2025Q4: 29,368 shares; 2026Q1: 30,291 shares 30,291 $1.52M 0.02% +923 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,476 shares; 2025Q1: 10,879 shares; 2025Q2: 10,968 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares; 2026Q1: 8,169 shares 8,169 $1.51M 0.02% -1,977 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,208 shares; 2025Q1: 5,090 shares; 2025Q2: 3,845 shares; 2025Q3: 4,071 shares; 2025Q4: 4,254 shares; 2026Q1: 4,110 shares 4,110 $1.46M 0.01% -144 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 4,782 shares; 2025Q1: 4,779 shares; 2025Q2: 4,972 shares; 2025Q3: 4,980 shares; 2025Q4: 4,643 shares; 2026Q1: 3,442 shares 3,442 $1.46M 0.01% -1,201 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,631 shares; 2025Q1: 2,867 shares; 2025Q2: 3,778 shares; 2025Q3: 10,916 shares; 2025Q4: 11,056 shares; 2026Q1: 11,162 shares 11,162 $1.46M 0.01% +106 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 21,779 shares; 2025Q1: 21,921 shares; 2025Q2: 20,424 shares; 2025Q3: 21,889 shares; 2025Q4: 24,034 shares; 2026Q1: 24,854 shares 24,854 $1.46M 0.01% +820 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: 10,928 shares; 2024Q4: 10,613 shares; 2025Q1: 111,732 shares; 2025Q2: 118,853 shares; 2025Q3: 120,909 shares; 2025Q4: 119,619 shares; 2026Q1: 9,276 shares 9,276 $1.44M 0.01% -110,343 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 50,683 shares 50,683 $1.43M 0.01% new 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: 9,084 shares; 2024Q4: 8,793 shares; 2025Q1: 22,703 shares; 2025Q2: 25,815 shares; 2025Q3: 26,792 shares; 2025Q4: 15,221 shares; 2026Q1: 14,788 shares 14,788 $1.43M 0.01% -433 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: 19,187 shares; 2024Q4: 15,173 shares; 2025Q1: 16,939 shares; 2025Q2: 15,888 shares; 2025Q3: 12,034 shares; 2025Q4: 14,481 shares; 2026Q1: 30,131 shares 30,131 $1.39M 0.01% +15,650 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,467 shares; 2025Q1: 3,782 shares; 2025Q2: 4,432 shares; 2025Q3: 8,013 shares; 2025Q4: 15,836 shares; 2026Q1: 17,010 shares 17,010 $1.39M 0.01% +1,174 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: 7,195 shares; 2024Q4: 7,149 shares; 2025Q1: 8,434 shares; 2025Q2: 8,420 shares; 2025Q3: 8,265 shares; 2025Q4: 7,820 shares; 2026Q1: 7,231 shares 7,231 $1.39M 0.01% -589 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,545 shares; 2024Q4: 7,822 shares; 2025Q1: 7,135 shares; 2025Q2: 6,023 shares; 2025Q3: 6,262 shares; 2025Q4: 5,771 shares; 2026Q1: 7,079 shares 7,079 $1.37M 0.01% +1,308 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares 2,517 $1.37M 0.01% new 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: 1,272 shares; 2024Q4: 1,855 shares; 2025Q1: 1,662 shares; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 10,239 shares; 2026Q1: 19,196 shares 19,196 $1.36M 0.01% +8,957 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,202 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,362 shares; 2025Q4: 1,555 shares; 2026Q1: 1,599 shares 1,599 $1.35M 0.01% +44 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: 11,820 shares; 2024Q4: 10,994 shares; 2025Q1: 13,042 shares; 2025Q2: 11,876 shares; 2025Q3: 12,679 shares; 2025Q4: 12,636 shares; 2026Q1: 13,979 shares 13,979 $1.35M 0.01% +1,343 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,530 shares 49,530 $1.34M 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,056 shares; 2025Q1: 5,761 shares; 2025Q2: 5,604 shares; 2025Q3: 5,737 shares; 2025Q4: 5,556 shares; 2026Q1: 3,094 shares 3,094 $1.34M 0.01% -2,462 Timeline DON 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: 30,296 shares; 2024Q4: 28,054 shares; 2025Q1: 26,680 shares; 2025Q2: 26,221 shares; 2025Q3: 26,773 shares; 2025Q4: 25,238 shares; 2026Q1: 25,167 shares 25,167 $1.32M 0.01% -71 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,889 shares 35,889 $1.32M 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 900 shares; 2025Q1: 1,360 shares; 2025Q2: 1,318 shares; 2025Q3: 1,597 shares; 2025Q4: 1,993 shares; 2026Q1: 1,922 shares 1,922 $1.31M 0.01% -71 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,803 shares; 2024Q4: 35,793 shares; 2025Q1: 35,750 shares; 2025Q2: 35,750 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares; 2026Q1: 35,771 shares 35,771 $1.3M 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 2,904 shares; 2025Q1: 8,710 shares; 2025Q2: 8,430 shares; 2025Q3: 8,402 shares; 2025Q4: 8,732 shares; 2026Q1: 9,014 shares 9,014 $1.28M 0.01% +282 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,980 shares; 2025Q1: 13,583 shares; 2025Q2: 13,604 shares; 2025Q3: 14,210 shares; 2025Q4: 9,852 shares; 2026Q1: 9,787 shares 9,787 $1.28M 0.01% -65 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,450 shares 17,450 $1.27M 0.01% new Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,219 shares 46,219 $1.27M 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,739 shares; 2025Q1: 1,608 shares; 2025Q2: 1,686 shares; 2025Q3: 1,813 shares; 2025Q4: 2,905 shares; 2026Q1: 2,916 shares 2,916 $1.27M 0.01% +11 Timeline GWX 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: 30,743 shares; 2024Q4: 31,907 shares; 2025Q1: 31,877 shares; 2025Q2: 30,941 shares; 2025Q3: 30,385 shares; 2025Q4: 30,377 shares; 2026Q1: 29,953 shares 29,953 $1.26M 0.01% -424 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 5,853 shares; 2025Q1: 6,018 shares; 2025Q2: 6,709 shares; 2025Q3: 6,933 shares; 2025Q4: 6,870 shares; 2026Q1: 8,860 shares 8,860 $1.25M 0.01% +1,990 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: 25 shares; 2024Q4: 105 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,260 shares 3,260 $1.25M 0.01% new 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: 5,849 shares; 2024Q4: 5,849 shares; 2025Q1: 5,284 shares; 2025Q2: 5,275 shares; 2025Q3: 5,261 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares 5,257 $1.24M 0.01% 0 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,654 shares 41,654 $1.24M 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 928 shares; 2025Q1: 1,077 shares; 2025Q2: 1,180 shares; 2025Q3: 1,183 shares; 2025Q4: 1,182 shares; 2026Q1: 1,682 shares 1,682 $1.23M 0.01% +500 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,195 shares; 2025Q1: 2,771 shares; 2025Q2: 2,643 shares; 2025Q3: 2,260 shares; 2025Q4: 2,637 shares; 2026Q1: 2,656 shares 2,656 $1.22M 0.01% +19 Timeline ORR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,526 shares 33,526 $1.22M 0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 5,228 shares; 2025Q1: 15,042 shares; 2025Q2: 14,973 shares; 2025Q3: 14,525 shares; 2025Q4: 15,271 shares; 2026Q1: 16,787 shares 16,787 $1.19M 0.01% +1,516 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: 1,266 shares; 2024Q4: 1,336 shares; 2025Q1: 1,425 shares; 2025Q2: 1,334 shares; 2025Q3: 1,299 shares; 2025Q4: 1,195 shares; 2026Q1: 1,211 shares 1,211 $1.19M 0.01% +16 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: 21,469 shares; 2025Q1: 21,469 shares; 2025Q2: 21,469 shares; 2025Q3: 21,469 shares; 2025Q4: 21,469 shares; 2026Q1: 21,469 shares 21,469 $1.17M 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,870 shares; 2025Q1: 17,743 shares; 2025Q2: 17,394 shares; 2025Q3: 17,394 shares; 2025Q4: 17,523 shares; 2026Q1: 17,511 shares 17,511 $1.16M 0.01% -12 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,188 shares; 2025Q3: 3,178 shares; 2025Q4: 3,294 shares; 2026Q1: 3,847 shares 3,847 $1.15M 0.01% +553 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,096 shares; 2024Q4: 5,408 shares; 2025Q1: 11,498 shares; 2025Q2: 9,818 shares; 2025Q3: 10,284 shares; 2025Q4: 14,423 shares; 2026Q1: 25,700 shares 25,700 $1.13M 0.01% +11,277 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: 2,321 shares; 2024Q4: 5,268 shares; 2025Q1: 6,305 shares; 2025Q2: 7,107 shares; 2025Q3: 6,826 shares; 2025Q4: 8,027 shares; 2026Q1: 7,023 shares 7,023 $1.13M 0.01% -1,004 Timeline QQWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,449 shares 42,449 $1.12M 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 786 shares; 2025Q1: 3,430 shares; 2025Q2: 3,752 shares; 2025Q3: 2,962 shares; 2025Q4: 3,043 shares; 2026Q1: 2,618 shares 2,618 $1.11M 0.01% -425 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,319 shares; 2025Q1: 10,253 shares; 2025Q2: 10,035 shares; 2025Q3: 10,209 shares; 2025Q4: 10,909 shares; 2026Q1: 9,608 shares 9,608 $1.1M 0.01% -1,301 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: 26,272 shares; 2024Q4: 26,272 shares; 2025Q1: 26,829 shares; 2025Q2: 27,095 shares; 2025Q3: 27,029 shares; 2025Q4: 27,911 shares; 2026Q1: 29,111 shares 29,111 $1.1M 0.01% +1,200 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: 10,257 shares; 2024Q4: 8,538 shares; 2025Q1: 12,607 shares; 2025Q2: 9,878 shares; 2025Q3: 11,168 shares; 2025Q4: 10,788 shares; 2026Q1: 11,852 shares 11,852 $1.1M 0.01% +1,064 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: 8,610 shares; 2024Q4: 8,856 shares; 2025Q1: 8,875 shares; 2025Q2: 8,720 shares; 2025Q3: 9,146 shares; 2025Q4: 9,232 shares; 2026Q1: 9,269 shares 9,269 $1.1M 0.01% +37 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: 4,568 shares; 2024Q4: 4,510 shares; 2025Q1: 4,859 shares; 2025Q2: 4,895 shares; 2025Q3: 4,938 shares; 2025Q4: 4,694 shares; 2026Q1: 5,217 shares 5,217 $1.1M 0.01% +523 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,382 shares 37,382 $1.09M 0.01% new 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: 5,336 shares; 2024Q4: 5,048 shares; 2025Q1: 5,274 shares; 2025Q2: 4,694 shares; 2025Q3: 4,842 shares; 2025Q4: 5,048 shares; 2026Q1: 5,231 shares 5,231 $1.09M 0.01% +183 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 15,980 shares; 2025Q1: 16,609 shares; 2025Q2: 18,377 shares; 2025Q3: 17,607 shares; 2025Q4: 12,449 shares; 2026Q1: 18,829 shares 18,829 $1.09M 0.01% +6,380 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 180 shares; 2025Q1: 409 shares; 2025Q2: 757 shares; 2025Q3: 904 shares; 2025Q4: 946 shares; 2026Q1: 992 shares 992 $1.08M 0.01% +46 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 2,560 shares; 2025Q3: 2,732 shares; 2025Q4: 2,723 shares; 2026Q1: 2,732 shares 2,732 $1.08M 0.01% +9 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 923 shares; 2025Q1: 899 shares; 2025Q2: 898 shares; 2025Q3: 897 shares; 2025Q4: 999 shares; 2026Q1: 1,969 shares 1,969 $1.08M 0.01% +970 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: 20,694 shares; 2024Q4: 21,910 shares; 2025Q1: 20,979 shares; 2025Q2: 30,703 shares; 2025Q3: 28,023 shares; 2025Q4: 22,379 shares; 2026Q1: 14,290 shares 14,290 $1.06M 0.01% -8,089 Timeline BTRN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,917 shares 38,917 $1.06M 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 33,878 shares; 2025Q1: 33,869 shares; 2025Q2: 33,420 shares; 2025Q3: 33,420 shares; 2025Q4: 24,391 shares; 2026Q1: 23,466 shares 23,466 $1.06M 0.01% -925 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: 7,389 shares; 2024Q4: 7,320 shares; 2025Q1: 7,415 shares; 2025Q2: 7,362 shares; 2025Q3: 9,176 shares; 2025Q4: 8,690 shares; 2026Q1: 15,694 shares 15,694 $1.04M 0.01% +7,004 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 10,557 shares 10,557 $1.03M 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,124 shares; 2025Q1: 5,007 shares; 2025Q2: 4,838 shares; 2025Q3: 5,044 shares; 2025Q4: 4,879 shares; 2026Q1: 4,901 shares 4,901 $1.02M 0.01% +22 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,161 shares; 2025Q1: 4,429 shares; 2025Q2: 4,956 shares; 2025Q3: 4,957 shares; 2025Q4: 5,816 shares; 2026Q1: 6,986 shares 6,986 $1.02M 0.01% +1,170 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 19,153 shares 19,153 $1.01M 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,377 shares; 2025Q3: 4,385 shares; 2025Q4: 4,643 shares; 2026Q1: 5,084 shares 5,084 $1.01M 0.01% +441 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,393 shares; 2024Q4: 19,454 shares; 2025Q1: 21,237 shares; 2025Q2: 21,143 shares; 2025Q3: 21,174 shares; 2025Q4: 21,454 shares; 2026Q1: 21,431 shares 21,431 $1.01M 0.01% -23 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: 21,479 shares; 2024Q4: 21,142 shares; 2025Q1: 21,462 shares; 2025Q2: 18,966 shares; 2025Q3: 18,303 shares; 2025Q4: 18,619 shares; 2026Q1: 20,763 shares 20,763 $998K 0.01% +2,144 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,266 shares; 2024Q4: 88,266 shares; 2025Q1: 88,265 shares; 2025Q2: 88,265 shares; 2025Q3: 88,265 shares; 2025Q4: 88,391 shares; 2026Q1: 88,391 shares 88,391 $997K 0.01% 0 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: 7,762 shares; 2024Q4: 7,706 shares; 2025Q1: 7,746 shares; 2025Q2: 7,771 shares; 2025Q3: 7,695 shares; 2025Q4: 7,643 shares; 2026Q1: 8,218 shares 8,218 $996K 0.01% +575 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: 12,878 shares; 2024Q4: 13,237 shares; 2025Q1: 12,184 shares; 2025Q2: 10,712 shares; 2025Q3: 11,306 shares; 2025Q4: 11,196 shares; 2026Q1: 11,091 shares 11,091 $994K 0.01% -105 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,790 shares 32,790 $991K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,398 shares; 2024Q4: 16,993 shares; 2025Q1: 16,063 shares; 2025Q2: 17,829 shares; 2025Q3: 9,837 shares; 2025Q4: 9,837 shares; 2026Q1: 10,099 shares 10,099 $989K 0.01% +262 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly 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: 24,716 shares 24,716 $984K 0.01% new 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: 1,257 shares; 2024Q4: 1,355 shares; 2025Q1: 1,733 shares; 2025Q2: 1,769 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,731 shares 1,731 $975K 0.01% +34 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,292 shares; 2024Q4: 31,030 shares; 2025Q1: 33,177 shares; 2025Q2: 33,591 shares; 2025Q3: 37,321 shares; 2025Q4: 35,734 shares; 2026Q1: 35,201 shares 35,201 $967K 0.01% -533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,739 shares; 2026Q1: 33,379 shares 33,379 $966K 0.01% -1,360 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,616 shares; 2025Q1: 4,010 shares; 2025Q2: 4,029 shares; 2025Q3: 4,636 shares; 2025Q4: 4,287 shares; 2026Q1: 4,601 shares 4,601 $954K 0.01% +314 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: 24,809 shares; 2024Q4: 20,207 shares; 2025Q1: 22,185 shares; 2025Q2: 11,668 shares; 2025Q3: 12,409 shares; 2025Q4: 22,772 shares; 2026Q1: 33,766 shares 33,766 $948K 0.01% +10,994 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: 340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,737 shares 23,737 $937K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,720 shares; 2025Q1: 7,441 shares; 2025Q2: 7,081 shares; 2025Q3: 7,617 shares; 2025Q4: 11,026 shares; 2026Q1: 10,990 shares 10,990 $937K 0.01% -36 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 431 shares; 2025Q1: 760 shares; 2025Q2: 1,462 shares; 2025Q3: 1,449 shares; 2025Q4: 1,474 shares; 2026Q1: 1,664 shares 1,664 $935K 0.01% +190 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,768 shares; 2025Q1: 6,218 shares; 2025Q2: 7,186 shares; 2025Q3: 7,332 shares; 2025Q4: 8,140 shares; 2026Q1: 8,201 shares 8,201 $930K 0.01% +61 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: 1,143 shares; 2024Q4: 1,296 shares; 2025Q1: 4,549 shares; 2025Q2: 4,505 shares; 2025Q3: 4,973 shares; 2025Q4: 5,381 shares; 2026Q1: 1,537 shares 1,537 $929K 0.01% -3,844 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 28,382 shares; 2025Q1: 28,331 shares; 2025Q2: 27,932 shares; 2025Q3: 27,932 shares; 2025Q4: 27,928 shares; 2026Q1: 27,703 shares 27,703 $918K 0.01% -225 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,016 shares; 2025Q1: 3,101 shares; 2025Q2: 2,957 shares; 2025Q3: 2,821 shares; 2025Q4: 2,925 shares; 2026Q1: 2,805 shares 2,805 $905K 0.01% -120 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,477 shares; 2025Q1: 3,560 shares; 2025Q2: 3,705 shares; 2025Q3: 3,749 shares; 2025Q4: 3,759 shares; 2026Q1: 3,880 shares 3,880 $900K 0.01% +121 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 2,991 shares; 2025Q1: 3,041 shares; 2025Q2: 2,524 shares; 2025Q3: 3,083 shares; 2025Q4: 3,752 shares; 2026Q1: 3,702 shares 3,702 $898K 0.01% -50 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 4,634 shares; 2025Q1: 5,043 shares; 2025Q2: 4,935 shares; 2025Q3: 4,754 shares; 2025Q4: 4,617 shares; 2026Q1: 4,212 shares 4,212 $890K 0.01% -405 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: 2,557 shares; 2024Q4: 2,615 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,832 shares; 2025Q4: 2,817 shares; 2026Q1: 2,823 shares 2,823 $887K 0.01% +6 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,959 shares; 2025Q1: 2,121 shares; 2025Q2: 2,174 shares; 2025Q3: 2,513 shares; 2025Q4: 2,543 shares; 2026Q1: 3,019 shares 3,019 $881K 0.01% +476 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: not reported; 2025Q1: 201 shares; 2025Q2: 16,120 shares; 2025Q3: 16,120 shares; 2025Q4: 16,120 shares; 2026Q1: 16,120 shares 16,120 $879K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares 2,229 $879K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,773 shares; 2025Q1: 6,242 shares; 2025Q2: 6,976 shares; 2025Q3: 6,911 shares; 2025Q4: 5,335 shares; 2026Q1: 4,806 shares 4,806 $876K 0.01% -529 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: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares; 2025Q4: 10,303 shares; 2026Q1: 10,303 shares 10,303 $875K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,260 shares; 2025Q1: 5,396 shares; 2025Q2: 4,901 shares; 2025Q3: 5,282 shares; 2025Q4: 5,665 shares; 2026Q1: 6,559 shares 6,559 $867K 0.01% +894 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 12,128 shares; 2025Q1: 12,135 shares; 2025Q2: 11,996 shares; 2025Q3: 11,972 shares; 2025Q4: 12,379 shares; 2026Q1: 12,048 shares 12,048 $864K 0.01% -331 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,413 shares; 2025Q1: 8,078 shares; 2025Q2: 6,530 shares; 2025Q3: 6,687 shares; 2025Q4: 5,770 shares; 2026Q1: 5,968 shares 5,968 $863K 0.01% +198 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,121 shares; 2025Q1: 1,281 shares; 2025Q2: 4,493 shares; 2025Q3: 4,540 shares; 2025Q4: 5,555 shares; 2026Q1: 4,725 shares 4,725 $862K 0.01% -830 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: 17,911 shares; 2024Q4: 14,245 shares; 2025Q1: 13,144 shares; 2025Q2: 11,533 shares; 2025Q3: 11,464 shares; 2025Q4: 11,836 shares; 2026Q1: 9,168 shares 9,168 $861K 0.01% -2,668 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: 841 shares; 2024Q4: 862 shares; 2025Q1: 975 shares; 2025Q2: 1,047 shares; 2025Q3: 1,030 shares; 2025Q4: 935 shares; 2026Q1: 990 shares 990 $856K 0.01% +55 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,078 shares; 2025Q1: 6,082 shares; 2025Q2: 6,185 shares; 2025Q3: 6,131 shares; 2025Q4: 6,307 shares; 2026Q1: 6,236 shares 6,236 $856K 0.01% -71 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: 3,069 shares; 2024Q4: 3,426 shares; 2025Q1: 10,235 shares; 2025Q2: 9,912 shares; 2025Q3: 10,638 shares; 2025Q4: 12,091 shares; 2026Q1: 4,583 shares 4,583 $856K 0.01% -7,508 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: 2,972 shares; 2024Q4: 2,940 shares; 2025Q1: 2,995 shares; 2025Q2: 2,873 shares; 2025Q3: 2,897 shares; 2025Q4: 2,820 shares; 2026Q1: 2,970 shares 2,970 $852K 0.01% +150 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,319 shares; 2025Q1: 4,498 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 4,066 shares; 2026Q1: 3,141 shares 3,141 $850K 0.01% -925 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 12,828 shares; 2025Q1: 12,272 shares; 2025Q2: 10,889 shares; 2025Q3: 10,713 shares; 2025Q4: 9,696 shares; 2026Q1: 9,450 shares 9,450 $838K 0.01% -246 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: 2,099 shares; 2024Q4: 1,481 shares; 2025Q1: 1,912 shares; 2025Q2: 1,946 shares; 2025Q3: 2,181 shares; 2025Q4: 2,354 shares; 2026Q1: 1,944 shares 1,944 $836K 0.01% -410 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 3,408 shares; 2025Q1: 8,284 shares; 2025Q2: 7,937 shares; 2025Q3: 9,892 shares; 2025Q4: 10,559 shares; 2026Q1: 10,439 shares 10,439 $829K 0.01% -120 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,459 shares; 2024Q4: 33,347 shares; 2025Q1: 31,994 shares; 2025Q2: 31,466 shares; 2025Q3: 31,552 shares; 2025Q4: 33,753 shares; 2026Q1: 32,731 shares 32,731 $810K 0.01% -1,022 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 673 shares; 2025Q1: 955 shares; 2025Q2: 2,649 shares; 2025Q3: 2,664 shares; 2025Q4: 2,700 shares; 2026Q1: 2,725 shares 2,725 $808K 0.01% +25 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: 4,796 shares; 2024Q4: 5,017 shares; 2025Q1: 1,949 shares; 2025Q2: 1,778 shares; 2025Q3: 1,800 shares; 2025Q4: 1,602 shares; 2026Q1: 1,622 shares 1,622 $804K 0.01% +20 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 4,116 shares; 2025Q1: 3,579 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: not reported; 2026Q1: 18,622 shares 18,622 $802K 0.01% new 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: 5,357 shares; 2024Q4: 6,010 shares; 2025Q1: 6,909 shares; 2025Q2: 9,995 shares; 2025Q3: 10,472 shares; 2025Q4: 10,992 shares; 2026Q1: 11,086 shares 11,086 $797K 0.01% +94 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 9,953 shares; 2025Q1: 9,926 shares; 2025Q2: 9,928 shares; 2025Q3: 9,587 shares; 2025Q4: 9,595 shares; 2026Q1: 10,152 shares 10,152 $796K 0.01% +557 Timeline SPXV 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: not reported; 2024Q4: not reported; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares; 2025Q4: 9,239 shares; 2026Q1: 11,194 shares 11,194 $795K 0.01% +1,955 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: 6,597 shares; 2024Q4: 6,862 shares; 2025Q1: 6,752 shares; 2025Q2: 6,317 shares; 2025Q3: 6,256 shares; 2025Q4: 6,232 shares; 2026Q1: 6,206 shares 6,206 $782K 0.01% -26 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,239 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares; 2025Q4: 8,187 shares; 2026Q1: 7,879 shares 7,879 $780K 0.01% -308 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: 16,263 shares; 2024Q4: 17,650 shares; 2025Q1: 18,375 shares; 2025Q2: 9,118 shares; 2025Q3: 10,212 shares; 2025Q4: 9,536 shares; 2026Q1: 9,920 shares 9,920 $780K 0.01% +384 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: 196 shares; 2024Q4: 193 shares; 2025Q1: 219 shares; 2025Q2: 202 shares; 2025Q3: 207 shares; 2025Q4: 203 shares; 2026Q1: 185 shares 185 $778K 0.01% -18 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,130 shares; 2025Q1: 8,294 shares; 2025Q2: 7,891 shares; 2025Q3: 7,910 shares; 2025Q4: 7,866 shares; 2026Q1: 12,533 shares 12,533 $767K 0.01% +4,667 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 10,957 shares; 2025Q1: 8,789 shares; 2025Q2: 8,419 shares; 2025Q3: 9,290 shares; 2025Q4: 14,683 shares; 2026Q1: 14,741 shares 14,741 $767K 0.01% +58 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 6,251 shares; 2025Q1: 2,473 shares; 2025Q2: not reported; 2025Q3: 15,149 shares; 2025Q4: not reported; 2026Q1: 34,071 shares 34,071 $766K 0.01% new Timeline PXF 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: 11,052 shares; 2024Q4: 12,883 shares; 2025Q1: 11,783 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares 10,894 $761K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,439 shares; 2025Q1: 1,873 shares; 2025Q2: 1,920 shares; 2025Q3: 2,213 shares; 2025Q4: 2,533 shares; 2026Q1: 2,570 shares 2,570 $759K 0.01% +37 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,416 shares; 2025Q1: 2,476 shares; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 2,619 shares; 2026Q1: 2,797 shares 2,797 $757K 0.01% +178 Timeline IXC 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 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,125 shares 13,125 $756K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 9,620 shares; 2025Q1: 10,220 shares; 2025Q2: 10,358 shares; 2025Q3: 10,850 shares; 2025Q4: 10,382 shares; 2026Q1: 10,374 shares 10,374 $755K 0.01% -8 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,931 shares; 2025Q1: 6,348 shares; 2025Q2: 7,394 shares; 2025Q3: 7,351 shares; 2025Q4: 10,784 shares; 2026Q1: 10,385 shares 10,385 $752K 0.01% -399 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,572 shares; 2025Q1: 11,308 shares; 2025Q2: 10,791 shares; 2025Q3: 11,114 shares; 2025Q4: 11,278 shares; 2026Q1: 9,991 shares 9,991 $752K 0.01% -1,287 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,527 shares; 2025Q1: 2,736 shares; 2025Q2: 2,613 shares; 2025Q3: 2,686 shares; 2025Q4: 3,151 shares; 2026Q1: 2,731 shares 2,731 $751K 0.01% -420 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,471 shares; 2025Q1: 6,452 shares; 2025Q2: 6,305 shares; 2025Q3: 16,249 shares; 2025Q4: 16,538 shares; 2026Q1: 16,052 shares 16,052 $738K 0.01% -486 Timeline DES 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: 25,576 shares; 2024Q4: 25,124 shares; 2025Q1: 24,137 shares; 2025Q2: 22,387 shares; 2025Q3: 21,879 shares; 2025Q4: 22,305 shares; 2026Q1: 20,520 shares 20,520 $737K 0.01% -1,785 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,054 shares; 2024Q4: 25,064 shares; 2025Q1: 25,594 shares; 2025Q2: 17,730 shares; 2025Q3: 15,431 shares; 2025Q4: 15,192 shares; 2026Q1: 15,404 shares 15,404 $737K 0.01% +212 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 6,126 shares; 2025Q1: 6,847 shares; 2025Q2: 6,712 shares; 2025Q3: 6,516 shares; 2025Q4: 5,911 shares; 2026Q1: 5,319 shares 5,319 $736K 0.01% -592 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,744 shares; 2024Q4: 15,113 shares; 2025Q1: 11,207 shares; 2025Q2: 12,213 shares; 2025Q3: 12,347 shares; 2025Q4: 11,250 shares; 2026Q1: 11,321 shares 11,321 $736K 0.01% +71 Timeline BTOP BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 25,948 shares 25,948 $735K 0.01% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,793 shares 15,793 $730K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 1,146 shares 1,146 $728K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 9,801 shares; 2025Q1: 9,189 shares; 2025Q2: 9,121 shares; 2025Q3: 8,971 shares; 2025Q4: 8,348 shares; 2026Q1: 8,657 shares 8,657 $725K 0.01% +309 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 6,429 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares 6,429 $723K 0.01% 0 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: 7,194 shares; 2024Q4: 7,769 shares; 2025Q1: 7,745 shares; 2025Q2: 8,643 shares; 2025Q3: 8,719 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares 7,780 $721K 0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 893 shares; 2025Q1: 1,093 shares; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: not reported; 2026Q1: 14,304 shares 14,304 $720K 0.01% new 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: 2,514 shares; 2024Q4: 2,594 shares; 2025Q1: 8,323 shares; 2025Q2: 9,041 shares; 2025Q3: 9,883 shares; 2025Q4: 5,242 shares; 2026Q1: 5,433 shares 5,433 $712K 0.01% +191 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,319 shares; 2025Q1: 2,496 shares; 2025Q2: 4,213 shares; 2025Q3: 6,539 shares; 2025Q4: 6,476 shares; 2026Q1: 7,059 shares 7,059 $711K 0.01% +583 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,805 shares; 2025Q1: 1,874 shares; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: not reported; 2026Q1: 42,207 shares 42,207 $709K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,919 shares; 2025Q1: 6,185 shares; 2025Q2: 6,638 shares; 2025Q3: 7,226 shares; 2025Q4: 8,068 shares; 2026Q1: 7,543 shares 7,543 $709K 0.01% -525 Timeline SPXE 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: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $709K 0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,067 shares; 2024Q4: 19,067 shares; 2025Q1: 19,067 shares; 2025Q2: 19,067 shares; 2025Q3: 19,067 shares; 2025Q4: 19,067 shares; 2026Q1: 19,067 shares 19,067 $704K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,479 shares; 2025Q1: 4,082 shares; 2025Q2: 3,767 shares; 2025Q3: 3,743 shares; 2025Q4: 3,670 shares; 2026Q1: 3,885 shares 3,885 $700K 0.01% +215 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,786 shares 32,786 $700K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,082 shares; 2025Q1: 4,368 shares; 2025Q2: 4,278 shares; 2025Q3: 4,322 shares; 2025Q4: 4,381 shares; 2026Q1: 4,126 shares 4,126 $698K 0.01% -255 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: 3,467 shares; 2024Q4: 2,785 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,748 shares; 2025Q4: 5,588 shares; 2026Q1: 9,701 shares 9,701 $697K 0.01% +4,113 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 8,819 shares; 2025Q1: 7,101 shares; 2025Q2: 12,227 shares; 2025Q3: 11,525 shares; 2025Q4: 11,415 shares; 2026Q1: 12,286 shares 12,286 $695K 0.01% +871 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 12,538 shares; 2025Q1: 8,876 shares; 2025Q2: 8,679 shares; 2025Q3: 11,400 shares; 2025Q4: 11,296 shares; 2026Q1: 11,314 shares 11,314 $691K 0.01% +18 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: 2,079 shares; 2024Q4: 2,296 shares; 2025Q1: 2,603 shares; 2025Q2: 2,883 shares; 2025Q3: 2,829 shares; 2025Q4: 2,930 shares; 2026Q1: 2,884 shares 2,884 $690K 0.01% -46 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares 2,175 $679K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,138 shares; 2025Q1: 1,360 shares; 2025Q2: 1,359 shares; 2025Q3: 1,299 shares; 2025Q4: 1,335 shares; 2026Q1: 1,433 shares 1,433 $678K 0.01% +98 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,066 shares; 2025Q1: 3,168 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares 2,894 $675K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 3,515 shares; 2025Q1: 3,225 shares; 2025Q2: 2,635 shares; 2025Q3: 2,535 shares; 2025Q4: 2,627 shares; 2026Q1: 2,720 shares 2,720 $672K 0.01% +93 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,988 shares; 2025Q1: 3,086 shares; 2025Q2: 3,268 shares; 2025Q3: 3,197 shares; 2025Q4: 3,201 shares; 2026Q1: 3,215 shares 3,215 $670K 0.01% +14 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 6,351 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares; 2025Q4: 6,352 shares; 2026Q1: 6,655 shares 6,655 $670K 0.01% +303 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: 3,100 shares; 2024Q4: 12,150 shares; 2025Q1: 13,294 shares; 2025Q2: 17,861 shares; 2025Q3: 17,863 shares; 2025Q4: 18,816 shares; 2026Q1: 21,779 shares 21,779 $668K 0.01% +2,963 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,857 shares; 2025Q1: 5,809 shares; 2025Q2: 5,011 shares; 2025Q3: 4,989 shares; 2025Q4: 4,990 shares; 2026Q1: 4,991 shares 4,991 $659K 0.01% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 657 shares; 2025Q1: 1,051 shares; 2025Q2: 1,496 shares; 2025Q3: 1,569 shares; 2025Q4: 1,797 shares; 2026Q1: 1,688 shares 1,688 $659K 0.01% -109 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,885 shares; 2025Q1: 3,823 shares; 2025Q2: 3,511 shares; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares; 2026Q1: 2,861 shares 2,861 $655K 0.01% +230 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,356 shares; 2025Q1: 3,522 shares; 2025Q2: 3,016 shares; 2025Q3: 3,023 shares; 2025Q4: 3,355 shares; 2026Q1: 3,506 shares 3,506 $654K 0.01% +151 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly 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: 25,602 shares 25,602 $653K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,182 shares; 2025Q1: 1,446 shares; 2025Q2: 1,644 shares; 2025Q3: 1,726 shares; 2025Q4: 1,913 shares; 2026Q1: 1,898 shares 1,898 $653K 0.01% -15 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,516 shares; 2025Q1: 6,516 shares; 2025Q2: 7,333 shares; 2025Q3: 8,192 shares; 2025Q4: 9,630 shares; 2026Q1: 9,030 shares 9,030 $647K 0.01% -600 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,709 shares; 2024Q4: 32,709 shares; 2025Q1: 32,709 shares; 2025Q2: 32,709 shares; 2025Q3: 32,709 shares; 2025Q4: 32,661 shares; 2026Q1: 32,661 shares 32,661 $645K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 54,160 shares 54,160 $645K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,355 shares; 2025Q1: 6,888 shares; 2025Q2: 6,704 shares; 2025Q3: 6,560 shares; 2025Q4: 6,542 shares; 2026Q1: 8,603 shares 8,603 $641K 0.01% +2,061 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,320 shares 31,320 $639K 0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 24,600 shares; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 24,600 shares; 2025Q4: 24,600 shares; 2026Q1: 23,402 shares 23,402 $637K 0.01% -1,198 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,823 shares; 2025Q1: 1,833 shares; 2025Q2: 1,665 shares; 2025Q3: 1,729 shares; 2025Q4: 1,497 shares; 2026Q1: 1,414 shares 1,414 $628K 0.01% -83 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,450 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,384 shares; 2025Q4: 2,334 shares; 2026Q1: 2,306 shares 2,306 $628K 0.01% -28 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 4,339 shares; 2025Q1: 2,648 shares; 2025Q2: 2,424 shares; 2025Q3: 2,297 shares; 2025Q4: 2,279 shares; 2026Q1: 5,248 shares 5,248 $622K 0.01% +2,969 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,378 shares; 2024Q4: 9,690 shares; 2025Q1: 12,773 shares; 2025Q2: 12,786 shares; 2025Q3: 13,050 shares; 2025Q4: 13,933 shares; 2026Q1: 14,358 shares 14,358 $620K 0.01% +425 Timeline CEFS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,446 shares 27,446 $619K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,170 shares; 2025Q1: 54,074 shares; 2025Q2: 51,588 shares; 2025Q3: 47,613 shares; 2025Q4: 43,661 shares; 2026Q1: 1,800 shares 1,800 $618K 0.01% -41,861 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,026 shares; 2025Q1: 2,752 shares; 2025Q2: 2,347 shares; 2025Q3: 2,566 shares; 2025Q4: 2,485 shares; 2026Q1: 2,452 shares 2,452 $615K 0.01% -33 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: 7,606 shares; 2024Q4: 22,840 shares; 2025Q1: 18,585 shares; 2025Q2: 8,416 shares; 2025Q3: 8,364 shares; 2025Q4: 11,883 shares; 2026Q1: 23,916 shares 23,916 $613K 0.01% +12,033 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,358 shares; 2024Q4: 16,173 shares; 2025Q1: 16,069 shares; 2025Q2: 14,791 shares; 2025Q3: 14,749 shares; 2025Q4: 14,729 shares; 2026Q1: 14,497 shares 14,497 $612K 0.01% -232 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,642 shares; 2025Q1: 5,079 shares; 2025Q2: 5,095 shares; 2025Q3: 5,253 shares; 2025Q4: 4,595 shares; 2026Q1: 4,649 shares 4,649 $609K 0.01% +54 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 1,915 shares; 2025Q1: 1,979 shares; 2025Q2: 2,024 shares; 2025Q3: 2,088 shares; 2025Q4: 2,118 shares; 2026Q1: 1,889 shares 1,889 $605K 0.01% -229 Timeline EWJ 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: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,080 shares; 2026Q1: 7,150 shares 7,150 $604K 0.01% +70 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,802 shares; 2025Q1: 3,047 shares; 2025Q2: 2,829 shares; 2025Q3: 3,070 shares; 2025Q4: 2,958 shares; 2026Q1: 2,914 shares 2,914 $602K 0.01% -44 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST 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: 13,414 shares; 2025Q4: 40,338 shares; 2026Q1: 26,924 shares 26,924 $598K 0.01% -13,414 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,230 shares; 2024Q4: 30,012 shares; 2025Q1: 40,246 shares; 2025Q2: 42,254 shares; 2025Q3: 41,606 shares; 2025Q4: 37,883 shares; 2026Q1: 11,216 shares 11,216 $592K 0.01% -26,667 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: 949 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,308 shares; 2026Q1: 1,431 shares 1,431 $583K 0.01% +123 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,806 shares 6,806 $583K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 11,082 shares; 2025Q1: 11,647 shares; 2025Q2: 10,737 shares; 2025Q3: 11,238 shares; 2025Q4: 10,456 shares; 2026Q1: 10,190 shares 10,190 $574K 0.01% -266 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $574K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,315 shares; 2025Q1: 1,125 shares; 2025Q2: 1,186 shares; 2025Q3: 1,163 shares; 2025Q4: 2,144 shares; 2026Q1: 2,147 shares 2,147 $570K 0.01% +3 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: 4,979 shares; 2024Q4: 4,932 shares; 2025Q1: 5,288 shares; 2025Q2: 4,274 shares; 2025Q3: 3,352 shares; 2025Q4: 6,984 shares; 2026Q1: 9,230 shares 9,230 $565K 0.01% +2,246 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,103 shares; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 12,435 shares; 2025Q3: 12,435 shares; 2025Q4: 12,435 shares; 2026Q1: 12,435 shares 12,435 $561K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 10,274 shares; 2025Q1: 10,064 shares; 2025Q2: 10,419 shares; 2025Q3: 10,419 shares; 2025Q4: 10,267 shares; 2026Q1: 11,943 shares 11,943 $560K 0.01% +1,676 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,837 shares; 2025Q1: 5,837 shares; 2025Q2: 5,837 shares; 2025Q3: 5,837 shares; 2025Q4: 5,837 shares; 2026Q1: 5,837 shares 5,837 $557K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,541 shares; 2025Q1: 8,530 shares; 2025Q2: 5,702 shares; 2025Q3: 5,702 shares; 2025Q4: 5,702 shares; 2026Q1: 8,966 shares 8,966 $555K 0.01% +3,264 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,045 shares; 2025Q1: 4,011 shares; 2025Q2: 4,276 shares; 2025Q3: 4,350 shares; 2025Q4: 4,252 shares; 2026Q1: 4,271 shares 4,271 $555K 0.01% +19 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: 1,978 shares; 2024Q4: 2,053 shares; 2025Q1: 2,296 shares; 2025Q2: 2,347 shares; 2025Q3: 2,377 shares; 2025Q4: 2,677 shares; 2026Q1: 2,800 shares 2,800 $554K 0.01% +123 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,913 shares; 2025Q2: 5,326 shares; 2025Q3: 5,180 shares; 2025Q4: 10,360 shares; 2026Q1: 11,040 shares 11,040 $552K 0.01% +680 Timeline HYGW 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: 18,586 shares 18,586 $548K 0.01% new Timeline PIO 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: 1,831 shares; 2025Q4: not reported; 2026Q1: 12,421 shares 12,421 $539K 0.01% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 20,235 shares; 2025Q3: 20,331 shares; 2025Q4: 20,410 shares; 2026Q1: 21,319 shares 21,319 $537K 0.01% +909 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST 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: not reported; 2026Q1: 22,844 shares 22,844 $535K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,291 shares; 2025Q1: 1,479 shares; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: not reported; 2026Q1: 5,470 shares 5,470 $534K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 9,041 shares; 2025Q1: 8,117 shares; 2025Q2: 7,747 shares; 2025Q3: 7,746 shares; 2025Q4: 8,503 shares; 2026Q1: 8,414 shares 8,414 $528K 0.01% -89 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,810 shares 16,810 $524K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,517 shares; 2025Q1: 4,613 shares; 2025Q2: 4,629 shares; 2025Q3: 4,673 shares; 2025Q4: 4,634 shares; 2026Q1: 5,060 shares 5,060 $518K 0.01% +426 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 256 shares; 2025Q1: 241 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387 $518K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,425 shares; 2025Q1: 2,312 shares; 2025Q2: 1,607 shares; 2025Q3: 1,046 shares; 2025Q4: 1,151 shares; 2026Q1: 1,052 shares 1,052 $517K 0.01% -99 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: 3,276 shares; 2024Q4: 2,702 shares; 2025Q1: 2,146 shares; 2025Q2: 1,632 shares; 2025Q3: 1,689 shares; 2025Q4: 1,442 shares; 2026Q1: 1,619 shares 1,619 $515K 0.01% +177 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,576 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 5,173 shares; 2025Q4: 5,678 shares; 2026Q1: 11,075 shares 11,075 $515K 0.01% +5,397 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 414 shares; 2025Q1: 429 shares; 2025Q2: 6,490 shares; 2025Q3: 6,321 shares; 2025Q4: 6,026 shares; 2026Q1: 5,500 shares 5,500 $508K 0.01% -526 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: 2,767 shares; 2024Q4: 2,797 shares; 2025Q1: 2,847 shares; 2025Q2: 3,227 shares; 2025Q3: 3,363 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares 3,343 $506K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,388 shares; 2025Q4: 2,338 shares; 2026Q1: 2,238 shares 2,238 $504K 0.01% -100 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 12,962 shares; 2025Q1: 12,813 shares; 2025Q2: 12,723 shares; 2025Q3: 12,653 shares; 2025Q4: 11,983 shares; 2026Q1: 11,121 shares 11,121 $504K 0.01% -862 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,565 shares 19,565 $502K 0.01% new 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: 952 shares; 2024Q4: 1,046 shares; 2025Q1: 1,295 shares; 2025Q2: 1,283 shares; 2025Q3: 1,903 shares; 2025Q4: 2,160 shares; 2026Q1: 2,181 shares 2,181 $501K <0.01% +21 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,917 shares 22,917 $500K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 2,834 shares; 2025Q1: 3,426 shares; 2025Q2: 3,532 shares; 2025Q3: 3,574 shares; 2025Q4: 3,557 shares; 2026Q1: 3,582 shares 3,582 $500K <0.01% +25 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 756 shares; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: not reported; 2026Q1: 2,530 shares 2,530 $498K <0.01% new 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: 3,928 shares; 2024Q4: 3,913 shares; 2025Q1: 4,431 shares; 2025Q2: 4,358 shares; 2025Q3: 4,497 shares; 2025Q4: 4,626 shares; 2026Q1: 6,830 shares 6,830 $494K <0.01% +2,204 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,544 shares 12,544 $494K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,101 shares; 2025Q1: 3,905 shares; 2025Q2: 4,241 shares; 2025Q3: 4,380 shares; 2025Q4: 5,865 shares; 2026Q1: 5,798 shares 5,798 $492K <0.01% -67 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 540 shares; 2025Q1: 1,981 shares; 2025Q2: 4,246 shares; 2025Q3: 5,704 shares; 2025Q4: 5,040 shares; 2026Q1: 4,458 shares 4,458 $490K <0.01% -582 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: 362 shares; 2024Q4: 412 shares; 2025Q1: 429 shares; 2025Q2: 356 shares; 2025Q3: 357 shares; 2025Q4: 406 shares; 2026Q1: 369 shares 369 $487K <0.01% -37 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 16,527 shares; 2025Q1: 16,212 shares; 2025Q2: 16,680 shares; 2025Q3: 17,475 shares; 2025Q4: 17,475 shares; 2026Q1: 17,475 shares 17,475 $487K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,363 shares; 2025Q1: 1,094 shares; 2025Q2: 1,107 shares; 2025Q3: 1,093 shares; 2025Q4: 1,127 shares; 2026Q1: 1,113 shares 1,113 $486K <0.01% -14 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: 10,883 shares; 2024Q4: 11,503 shares; 2025Q1: 12,435 shares; 2025Q2: 11,794 shares; 2025Q3: 12,048 shares; 2025Q4: 14,046 shares; 2026Q1: 14,384 shares 14,384 $482K <0.01% +338 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 158 shares; 2025Q1: 178 shares; 2025Q2: 170 shares; 2025Q3: 166 shares; 2025Q4: 145 shares; 2026Q1: 142 shares 142 $480K <0.01% -3 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 1,884 shares; 2025Q1: 9,041 shares; 2025Q2: not reported; 2025Q3: 10,391 shares; 2025Q4: 15,113 shares; 2026Q1: 33,890 shares 33,890 $478K <0.01% +18,777 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 932 shares; 2025Q1: 1,089 shares; 2025Q2: 941 shares; 2025Q3: 966 shares; 2025Q4: 1,088 shares; 2026Q1: 1,143 shares 1,143 $477K <0.01% +55 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,844 shares; 2025Q1: 8,030 shares; 2025Q2: 7,269 shares; 2025Q3: 7,183 shares; 2025Q4: 7,197 shares; 2026Q1: 6,737 shares 6,737 $476K <0.01% -460 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,344 shares; 2025Q1: 1,463 shares; 2025Q2: 1,333 shares; 2025Q3: 1,382 shares; 2025Q4: 1,621 shares; 2026Q1: 1,680 shares 1,680 $474K <0.01% +59 Timeline