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: 79,514 shares; 2024Q4: 72,865 shares; 2025Q1: 69,707 shares; 2025Q2: 59,077 shares; 2025Q3: 56,736 shares; 2025Q4: 57,663 shares; 2026Q1: 57,250 shares 57,250 $37.4M 4.55% -413 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: 283,819 shares; 2024Q4: 326,998 shares; 2025Q1: 340,497 shares; 2025Q2: 308,154 shares; 2025Q3: 319,979 shares; 2025Q4: 324,040 shares; 2026Q1: 375,427 shares 375,427 $28.7M 3.49% +51,387 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: 89,338 shares; 2024Q4: 89,126 shares; 2025Q1: 86,526 shares; 2025Q2: 86,589 shares; 2025Q3: 87,384 shares; 2025Q4: 87,656 shares; 2026Q1: 87,377 shares 87,377 $22.2M 2.7% -279 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: 43,050 shares; 2024Q4: 42,793 shares; 2025Q1: 42,493 shares; 2025Q2: 42,343 shares; 2025Q3: 44,555 shares; 2025Q4: 44,004 shares; 2026Q1: 44,152 shares 44,152 $16.3M 1.99% +148 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: 74,844 shares; 2024Q4: 82,468 shares; 2025Q1: 92,217 shares; 2025Q2: 114,901 shares; 2025Q3: 104,623 shares; 2025Q4: 82,994 shares; 2026Q1: 85,062 shares 85,062 $16.3M 1.98% +2,068 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: 75,106 shares; 2024Q4: 258,139 shares; 2025Q1: 276,133 shares; 2025Q2: 409,831 shares; 2025Q3: 472,256 shares; 2025Q4: 523,314 shares; 2026Q1: 531,259 shares 531,259 $16.3M 1.98% +7,945 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: 113,666 shares; 2024Q4: 113,923 shares; 2025Q1: 117,079 shares; 2025Q2: 112,181 shares; 2025Q3: 117,528 shares; 2025Q4: 119,499 shares; 2026Q1: 126,503 shares 126,503 $14.3M 1.74% +7,004 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: 28,237 shares; 2024Q4: 30,338 shares; 2025Q1: 38,430 shares; 2025Q2: 45,273 shares; 2025Q3: 47,750 shares; 2025Q4: 63,334 shares; 2026Q1: 62,807 shares 62,807 $13.3M 1.61% -527 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: 95,797 shares; 2024Q4: 100,678 shares; 2025Q1: 108,557 shares; 2025Q2: 179,461 shares; 2025Q3: 232,426 shares; 2025Q4: 239,423 shares; 2026Q1: 250,237 shares 250,237 $12.5M 1.52% +10,814 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: 64,210 shares; 2024Q4: 63,850 shares; 2025Q1: 65,748 shares; 2025Q2: 67,128 shares; 2025Q3: 67,118 shares; 2025Q4: 66,347 shares; 2026Q1: 70,208 shares 70,208 $12.2M 1.49% +3,861 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: 38,627 shares; 2024Q4: 39,234 shares; 2025Q1: 40,533 shares; 2025Q2: 38,703 shares; 2025Q3: 38,577 shares; 2025Q4: 42,630 shares; 2026Q1: 42,315 shares 42,315 $12.2M 1.48% -315 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,264 shares; 2024Q4: 22,205 shares; 2025Q1: 22,185 shares; 2025Q2: 19,871 shares; 2025Q3: 19,261 shares; 2025Q4: 19,205 shares; 2026Q1: 18,504 shares 18,504 $12M 1.46% -701 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: 153,531 shares; 2024Q4: 159,632 shares; 2025Q1: 165,070 shares; 2025Q2: 180,820 shares; 2025Q3: 223,642 shares; 2025Q4: 230,375 shares; 2026Q1: 198,735 shares 198,735 $11.6M 1.41% -31,640 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,063 shares; 2024Q4: 402,699 shares; 2025Q1: 420,508 shares; 2025Q2: 430,986 shares; 2025Q3: 453,715 shares; 2025Q4: 441,754 shares; 2026Q1: 465,472 shares 465,472 $10.8M 1.31% +23,718 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: 28,840 shares; 2024Q4: 28,333 shares; 2025Q1: 31,146 shares; 2025Q2: 33,717 shares; 2025Q3: 34,259 shares; 2025Q4: 34,310 shares; 2026Q1: 34,404 shares 34,404 $9.87M 1.2% +94 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: 20,665 shares; 2024Q4: 20,560 shares; 2025Q1: 20,600 shares; 2025Q2: 20,777 shares; 2025Q3: 20,057 shares; 2025Q4: 20,249 shares; 2026Q1: 19,106 shares 19,106 $9.16M 1.11% -1,143 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: 253,787 shares; 2024Q4: 214,676 shares; 2025Q1: 225,657 shares; 2025Q2: 198,537 shares; 2025Q3: 171,992 shares; 2025Q4: 179,727 shares; 2026Q1: 190,828 shares 190,828 $8.81M 1.07% +11,101 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,058 shares; 2024Q4: 35,858 shares; 2025Q1: 35,789 shares; 2025Q2: 35,294 shares; 2025Q3: 32,782 shares; 2025Q4: 32,206 shares; 2026Q1: 117,232 shares 117,232 $8.03M 0.98% +85,026 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: 31,536 shares; 2024Q4: 33,045 shares; 2025Q1: 33,943 shares; 2025Q2: 34,261 shares; 2025Q3: 36,240 shares; 2025Q4: 37,499 shares; 2026Q1: 37,908 shares 37,908 $7.9M 0.96% +409 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: 82,849 shares; 2024Q4: 82,963 shares; 2025Q1: 80,995 shares; 2025Q2: 80,023 shares; 2025Q3: 81,522 shares; 2025Q4: 86,872 shares; 2026Q1: 86,780 shares 86,780 $7.86M 0.95% -92 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: 180,604 shares; 2024Q4: 178,667 shares; 2025Q1: 180,236 shares; 2025Q2: 120,496 shares; 2025Q3: 115,684 shares; 2025Q4: 112,632 shares; 2026Q1: 113,160 shares 113,160 $7.64M 0.93% +528 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: 75,855 shares; 2024Q4: 78,451 shares; 2025Q1: 74,749 shares; 2025Q2: 76,153 shares; 2025Q3: 81,432 shares; 2025Q4: 90,016 shares; 2026Q1: 98,769 shares 98,769 $7.27M 0.88% +8,753 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,751 shares; 2025Q2: 109,684 shares; 2025Q3: 134,337 shares; 2025Q4: 140,462 shares; 2026Q1: 158,397 shares 158,397 $7.26M 0.88% +17,935 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: 55,145 shares; 2024Q4: 54,159 shares; 2025Q1: 53,678 shares; 2025Q2: 54,164 shares; 2025Q3: 52,869 shares; 2025Q4: 57,065 shares; 2026Q1: 57,819 shares 57,819 $7.19M 0.87% +754 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: 78,484 shares; 2024Q4: 77,068 shares; 2025Q1: 78,081 shares; 2025Q2: 77,102 shares; 2025Q3: 74,999 shares; 2025Q4: 73,952 shares; 2026Q1: 74,220 shares 74,220 $6.88M 0.84% +268 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: 67,274 shares; 2024Q4: 75,440 shares; 2025Q1: 74,870 shares; 2025Q2: 79,019 shares; 2025Q3: 83,319 shares; 2025Q4: 95,839 shares; 2026Q1: 98,330 shares 98,330 $6.49M 0.79% +2,491 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: 195,916 shares 195,916 $6.3M 0.77% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,476 shares; 2024Q4: 25,593 shares; 2025Q1: 22,347 shares; 2025Q2: 22,105 shares; 2025Q3: 22,824 shares; 2025Q4: 20,284 shares; 2026Q1: 20,178 shares 20,178 $6.25M 0.76% -106 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: 18,667 shares; 2024Q4: 19,077 shares; 2025Q1: 19,412 shares; 2025Q2: 19,342 shares; 2025Q3: 18,619 shares; 2025Q4: 19,242 shares; 2026Q1: 19,130 shares 19,130 $6.14M 0.75% -112 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: 109,459 shares; 2024Q4: 103,475 shares; 2025Q1: 103,564 shares; 2025Q2: 99,218 shares; 2025Q3: 96,240 shares; 2025Q4: 100,270 shares; 2026Q1: 95,106 shares 95,106 $6.09M 0.74% -5,164 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 8,399 shares; 2025Q1: 9,033 shares; 2025Q2: 9,295 shares; 2025Q3: 10,120 shares; 2025Q4: 9,903 shares; 2026Q1: 10,102 shares 10,102 $6.04M 0.73% +199 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: 109,592 shares; 2024Q4: 114,222 shares; 2025Q1: 107,431 shares; 2025Q2: 159,285 shares; 2025Q3: 128,667 shares; 2025Q4: 120,247 shares; 2026Q1: 80,296 shares 80,296 $5.97M 0.73% -39,951 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: 15,398 shares; 2024Q4: 15,112 shares; 2025Q1: 15,277 shares; 2025Q2: 14,959 shares; 2025Q3: 16,018 shares; 2025Q4: 23,185 shares; 2026Q1: 23,517 shares 23,517 $5.75M 0.7% +332 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: 13,560 shares; 2024Q4: 15,269 shares; 2025Q1: 15,232 shares; 2025Q2: 14,997 shares; 2025Q3: 14,810 shares; 2025Q4: 13,653 shares; 2026Q1: 13,055 shares 13,055 $5.62M 0.68% -598 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: 19,379 shares; 2024Q4: 19,198 shares; 2025Q1: 18,627 shares; 2025Q2: 17,916 shares; 2025Q3: 18,194 shares; 2025Q4: 17,746 shares; 2026Q1: 18,331 shares 18,331 $5.39M 0.66% +585 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: 39,090 shares; 2024Q4: 43,869 shares; 2025Q1: 37,522 shares; 2025Q2: 43,206 shares; 2025Q3: 47,656 shares; 2025Q4: 51,514 shares; 2026Q1: 55,051 shares 55,051 $5.23M 0.64% +3,537 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: 9,410 shares; 2025Q2: 121,458 shares; 2025Q3: 126,067 shares; 2025Q4: 130,756 shares; 2026Q1: 140,123 shares 140,123 $5.08M 0.62% +9,367 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,262 shares; 2025Q3: 127,851 shares; 2025Q4: 140,578 shares; 2026Q1: 152,542 shares 152,542 $5.03M 0.61% +11,964 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: 17,296 shares; 2024Q4: 21,585 shares; 2025Q1: 21,517 shares; 2025Q2: 22,362 shares; 2025Q3: 24,205 shares; 2025Q4: 23,343 shares; 2026Q1: 24,028 shares 24,028 $4.97M 0.6% +685 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: 67,727 shares; 2024Q4: 70,216 shares; 2025Q1: 64,418 shares; 2025Q2: 51,310 shares; 2025Q3: 42,055 shares; 2025Q4: 44,298 shares; 2026Q1: 46,735 shares 46,735 $4.96M 0.6% +2,437 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: 14,617 shares; 2024Q4: 14,588 shares; 2025Q1: 14,634 shares; 2025Q2: 14,585 shares; 2025Q3: 20,671 shares; 2025Q4: 20,791 shares; 2026Q1: 23,048 shares 23,048 $4.96M 0.6% +2,257 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: 82,638 shares; 2024Q4: 82,538 shares; 2025Q1: 102,477 shares; 2025Q2: 159,498 shares; 2025Q3: 144,705 shares; 2025Q4: 145,892 shares; 2026Q1: 70,869 shares 70,869 $4.94M 0.6% -75,023 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,389 shares; 2025Q4: 50,144 shares; 2026Q1: 61,074 shares 61,074 $4.92M 0.6% +10,930 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: 19,072 shares; 2024Q4: 18,948 shares; 2025Q1: 20,282 shares; 2025Q2: 17,179 shares; 2025Q3: 16,802 shares; 2025Q4: 15,850 shares; 2026Q1: 15,409 shares 15,409 $4.9M 0.6% -441 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: 39,035 shares; 2024Q4: 38,226 shares; 2025Q1: 38,238 shares; 2025Q2: 38,316 shares; 2025Q3: 37,257 shares; 2025Q4: 37,310 shares; 2026Q1: 28,311 shares 28,311 $4.66M 0.57% -8,999 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,546 shares; 2024Q4: 70,721 shares; 2025Q1: 74,658 shares; 2025Q2: 84,769 shares; 2025Q3: 83,866 shares; 2025Q4: 82,893 shares; 2026Q1: 88,436 shares 88,436 $4.66M 0.57% +5,543 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: 6,816 shares; 2024Q4: 6,920 shares; 2025Q1: 7,125 shares; 2025Q2: 7,147 shares; 2025Q3: 7,262 shares; 2025Q4: 7,867 shares; 2026Q1: 7,936 shares 7,936 $4.54M 0.55% +69 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: 29,340 shares; 2024Q4: 29,355 shares; 2025Q1: 29,888 shares; 2025Q2: 30,360 shares; 2025Q3: 30,870 shares; 2025Q4: 31,287 shares; 2026Q1: 32,348 shares 32,348 $4.47M 0.54% +1,061 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: 15,994 shares; 2024Q4: 15,652 shares; 2025Q1: 15,735 shares; 2025Q2: 15,684 shares; 2025Q3: 19,098 shares; 2025Q4: 19,176 shares; 2026Q1: 20,303 shares 20,303 $4.42M 0.54% +1,127 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,948 shares; 2024Q4: 431,429 shares; 2025Q1: 431,429 shares; 2025Q2: 233,155 shares; 2025Q3: 233,155 shares; 2025Q4: 226,700 shares; 2026Q1: 226,729 shares 226,729 $4.41M 0.54% +29 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,886 shares; 2025Q1: 19,349 shares; 2025Q2: 21,583 shares; 2025Q3: 21,438 shares; 2025Q4: 36,604 shares; 2026Q1: 39,350 shares 39,350 $4.41M 0.54% +2,746 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,752 shares; 2025Q3: 77,405 shares; 2025Q4: 72,824 shares; 2026Q1: 74,165 shares 74,165 $4.39M 0.53% +1,341 Timeline VRIG 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: 59,015 shares; 2026Q1: 173,737 shares 173,737 $4.35M 0.53% +114,722 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: 45,956 shares; 2024Q4: 45,924 shares; 2025Q1: 44,282 shares; 2025Q2: 40,996 shares; 2025Q3: 39,943 shares; 2025Q4: 39,713 shares; 2026Q1: 40,338 shares 40,338 $4.3M 0.52% +625 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 9,650 shares; 2025Q1: 9,517 shares; 2025Q2: 9,026 shares; 2025Q3: 8,720 shares; 2025Q4: 6,923 shares; 2026Q1: 6,823 shares 6,823 $4.21M 0.51% -100 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: 22,668 shares; 2024Q4: 16,251 shares; 2025Q1: 15,401 shares; 2025Q2: 15,190 shares; 2025Q3: 14,605 shares; 2025Q4: 15,214 shares; 2026Q1: 181,934 shares 181,934 $4.17M 0.51% +166,720 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: 36,391 shares; 2024Q4: 26,140 shares; 2025Q1: 26,192 shares; 2025Q2: 25,427 shares; 2025Q3: 24,180 shares; 2025Q4: 24,190 shares; 2026Q1: 24,439 shares 24,439 $4.15M 0.5% +249 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: 15,369 shares; 2024Q4: 15,044 shares; 2025Q1: 15,036 shares; 2025Q2: 14,805 shares; 2025Q3: 14,804 shares; 2025Q4: 15,356 shares; 2026Q1: 16,215 shares 16,215 $4.02M 0.49% +859 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,655 shares; 2024Q4: 51,016 shares; 2025Q1: 62,489 shares; 2025Q2: 71,936 shares; 2025Q3: 77,576 shares; 2025Q4: 91,087 shares; 2026Q1: 76,655 shares 76,655 $3.98M 0.48% -14,432 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: 17,229 shares; 2024Q4: 16,759 shares; 2025Q1: 17,227 shares; 2025Q2: 17,102 shares; 2025Q3: 16,967 shares; 2025Q4: 16,489 shares; 2026Q1: 16,173 shares 16,173 $3.66M 0.44% -316 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,826 shares; 2024Q4: 24,866 shares; 2025Q1: 25,029 shares; 2025Q2: 25,184 shares; 2025Q3: 25,217 shares; 2025Q4: 26,061 shares; 2026Q1: 26,887 shares 26,887 $3.65M 0.44% +826 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,642 shares; 2024Q4: 17,645 shares; 2025Q1: 17,648 shares; 2025Q2: 16,649 shares; 2025Q3: 53,073 shares; 2025Q4: 53,570 shares; 2026Q1: 53,410 shares 53,410 $3.65M 0.44% -160 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,946 shares; 2025Q1: 3,918 shares; 2025Q2: 3,995 shares; 2025Q3: 5,360 shares; 2025Q4: 5,347 shares; 2026Q1: 5,107 shares 5,107 $3.62M 0.44% -240 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: 26,748 shares; 2024Q4: 28,323 shares; 2025Q1: 25,615 shares; 2025Q2: 25,202 shares; 2025Q3: 24,489 shares; 2025Q4: 24,247 shares; 2026Q1: 24,664 shares 24,664 $3.61M 0.44% +417 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: 5,131 shares; 2024Q4: 5,207 shares; 2025Q1: 5,122 shares; 2025Q2: 6,017 shares; 2025Q3: 6,088 shares; 2025Q4: 5,940 shares; 2026Q1: 6,027 shares 6,027 $3.48M 0.42% +87 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: 3,135 shares; 2024Q4: 3,177 shares; 2025Q1: 3,173 shares; 2025Q2: 3,328 shares; 2025Q3: 3,766 shares; 2025Q4: 3,765 shares; 2026Q1: 3,777 shares 3,777 $3.47M 0.42% +12 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,727 shares; 2025Q3: 59,376 shares; 2025Q4: 59,227 shares; 2026Q1: 68,409 shares 68,409 $3.42M 0.42% +9,182 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,949 shares; 2025Q4: 29,188 shares; 2026Q1: 48,093 shares 48,093 $3.41M 0.41% +18,905 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: 11,714 shares; 2024Q4: 11,971 shares; 2025Q1: 12,098 shares; 2025Q2: 12,671 shares; 2025Q3: 11,375 shares; 2025Q4: 11,073 shares; 2026Q1: 11,268 shares 11,268 $3.41M 0.41% +195 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: 14,545 shares; 2024Q4: 14,526 shares; 2025Q1: 14,449 shares; 2025Q2: 14,375 shares; 2025Q3: 16,830 shares; 2025Q4: 18,540 shares; 2026Q1: 17,281 shares 17,281 $3.39M 0.41% -1,259 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,239 shares 82,239 $3.38M 0.41% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 53,002 shares; 2025Q1: 55,816 shares; 2025Q2: 56,484 shares; 2025Q3: 82,064 shares; 2025Q4: 91,019 shares; 2026Q1: 93,353 shares 93,353 $3.35M 0.41% +2,334 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: 44,270 shares; 2024Q4: 44,429 shares; 2025Q1: 44,606 shares; 2025Q2: 44,714 shares; 2025Q3: 43,848 shares; 2025Q4: 43,700 shares; 2026Q1: 44,083 shares 44,083 $3.31M 0.4% +383 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: 12,280 shares; 2024Q4: 11,952 shares; 2025Q1: 12,043 shares; 2025Q2: 11,817 shares; 2025Q3: 11,884 shares; 2025Q4: 11,570 shares; 2026Q1: 11,429 shares 11,429 $3.28M 0.4% -141 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,100 shares; 2024Q4: 340,100 shares; 2025Q1: 358,100 shares; 2025Q2: 377,821 shares; 2025Q3: 375,246 shares; 2025Q4: 375,246 shares; 2026Q1: 375,246 shares 375,246 $3.26M 0.4% 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: 18,982 shares; 2024Q4: 18,754 shares; 2025Q1: 20,137 shares; 2025Q2: 21,235 shares; 2025Q3: 21,321 shares; 2025Q4: 21,595 shares; 2026Q1: 22,124 shares 22,124 $3.15M 0.38% +529 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: 27,442 shares; 2024Q4: 29,717 shares; 2025Q1: 29,933 shares; 2025Q2: 29,674 shares; 2025Q3: 29,803 shares; 2025Q4: 30,903 shares; 2026Q1: 40,267 shares 40,267 $3.1M 0.38% +9,364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: 57,489 shares 57,489 $2.9M 0.35% +51,189 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: 2,900 shares; 2024Q4: 2,996 shares; 2025Q1: 3,375 shares; 2025Q2: 3,467 shares; 2025Q3: 4,079 shares; 2025Q4: 4,948 shares; 2026Q1: 6,226 shares 6,226 $2.72M 0.33% +1,278 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: 13,923 shares; 2024Q4: 14,105 shares; 2025Q1: 14,066 shares; 2025Q2: 13,520 shares; 2025Q3: 12,733 shares; 2025Q4: 14,421 shares; 2026Q1: 15,183 shares 15,183 $2.51M 0.31% +762 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: 15,310 shares; 2024Q4: 15,361 shares; 2025Q1: 15,247 shares; 2025Q2: 14,947 shares; 2025Q3: 12,484 shares; 2025Q4: 12,690 shares; 2026Q1: 12,851 shares 12,851 $2.48M 0.3% +161 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: 5,444 shares; 2024Q4: 5,460 shares; 2025Q1: 6,891 shares; 2025Q2: 6,982 shares; 2025Q3: 6,722 shares; 2025Q4: 7,107 shares; 2026Q1: 6,908 shares 6,908 $2.46M 0.3% -199 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: 4,314 shares; 2024Q4: 4,670 shares; 2025Q1: 4,926 shares; 2025Q2: 5,009 shares; 2025Q3: 5,128 shares; 2025Q4: 4,849 shares; 2026Q1: 4,918 shares 4,918 $2.46M 0.3% +69 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: 4,649 shares; 2024Q4: 5,320 shares; 2025Q1: 5,729 shares; 2025Q2: 6,316 shares; 2025Q3: 6,370 shares; 2025Q4: 6,177 shares; 2026Q1: 6,524 shares 6,524 $2.43M 0.29% +347 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: 56,013 shares; 2024Q4: 56,219 shares; 2025Q1: 56,259 shares; 2025Q2: 53,953 shares; 2025Q3: 55,908 shares; 2025Q4: 52,035 shares; 2026Q1: 49,421 shares 49,421 $2.41M 0.29% -2,614 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: 30,084 shares; 2024Q4: 29,067 shares; 2025Q1: 28,921 shares; 2025Q2: 28,283 shares; 2025Q3: 28,438 shares; 2025Q4: 28,852 shares; 2026Q1: 30,877 shares 30,877 $2.4M 0.29% +2,025 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,618 shares; 2024Q4: 24,808 shares; 2025Q1: 26,264 shares; 2025Q2: 26,782 shares; 2025Q3: 12,902 shares; 2025Q4: 13,075 shares; 2026Q1: 13,140 shares 13,140 $2.38M 0.29% +65 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: 2,587 shares; 2024Q4: 2,662 shares; 2025Q1: 2,543 shares; 2025Q2: 2,439 shares; 2025Q3: 2,557 shares; 2025Q4: 2,583 shares; 2026Q1: 2,687 shares 2,687 $2.35M 0.29% +104 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: 7,864 shares; 2024Q4: 7,864 shares; 2025Q1: 7,856 shares; 2025Q2: 7,880 shares; 2025Q3: 7,895 shares; 2025Q4: 7,899 shares; 2026Q1: 7,920 shares 7,920 $2.34M 0.28% +21 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: 25,122 shares; 2024Q4: 25,572 shares; 2025Q1: 21,000 shares; 2025Q2: 20,066 shares; 2025Q3: 19,279 shares; 2025Q4: 19,031 shares; 2026Q1: 18,836 shares 18,836 $2.27M 0.28% -195 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: 16,748 shares; 2024Q4: 16,966 shares; 2025Q1: 17,010 shares; 2025Q2: 17,365 shares; 2025Q3: 17,076 shares; 2025Q4: 17,007 shares; 2026Q1: 15,345 shares 15,345 $2.22M 0.27% -1,662 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 14,373 shares; 2025Q1: 15,054 shares; 2025Q2: 15,051 shares; 2025Q3: 14,423 shares; 2025Q4: 14,432 shares; 2026Q1: 14,439 shares 14,439 $2.19M 0.27% +7 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,524 shares; 2025Q1: 36,187 shares; 2025Q2: 29,732 shares; 2025Q3: 45,518 shares; 2025Q4: 44,418 shares; 2026Q1: 22,845 shares 22,845 $2.12M 0.26% -21,573 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 17,431 shares; 2025Q1: 15,161 shares; 2025Q2: 14,849 shares; 2025Q3: 14,855 shares; 2025Q4: 14,857 shares; 2026Q1: 14,778 shares 14,778 $2.09M 0.25% -79 Timeline IVLU 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: 48,936 shares; 2024Q4: 74,970 shares; 2025Q1: 46,742 shares; 2025Q2: 62,342 shares; 2025Q3: 56,447 shares; 2025Q4: 54,053 shares; 2026Q1: 52,425 shares 52,425 $2.08M 0.25% -1,628 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,169 shares; 2025Q1: 5,152 shares; 2025Q2: 5,295 shares; 2025Q3: 5,530 shares; 2025Q4: 5,964 shares; 2026Q1: 6,208 shares 6,208 $2.04M 0.25% +244 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: 25,686 shares; 2024Q4: 31,738 shares; 2025Q1: 34,067 shares; 2025Q2: 35,791 shares; 2025Q3: 34,917 shares; 2025Q4: 35,410 shares; 2026Q1: 36,425 shares 36,425 $2.02M 0.25% +1,015 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,917 shares; 2025Q1: 1,910 shares; 2025Q2: 1,930 shares; 2025Q3: 1,933 shares; 2025Q4: 1,964 shares; 2026Q1: 2,010 shares 2,010 $2M 0.24% +46 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 15,723 shares; 2025Q1: 14,389 shares; 2025Q2: 14,177 shares; 2025Q3: 17,896 shares; 2025Q4: 19,766 shares; 2026Q1: 19,853 shares 19,853 $2M 0.24% +87 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: 23,726 shares; 2024Q4: 23,237 shares; 2025Q1: 23,135 shares; 2025Q2: 23,686 shares; 2025Q3: 24,504 shares; 2025Q4: 24,547 shares; 2026Q1: 24,568 shares 24,568 $1.95M 0.24% +21 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: 3,521 shares; 2024Q4: 3,612 shares; 2025Q1: 3,282 shares; 2025Q2: 3,464 shares; 2025Q3: 3,932 shares; 2025Q4: 4,192 shares; 2026Q1: 5,592 shares 5,592 $1.89M 0.23% +1,400 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 16,869 shares; 2025Q1: 16,598 shares; 2025Q2: 16,956 shares; 2025Q3: 15,676 shares; 2025Q4: 11,067 shares; 2026Q1: 10,929 shares 10,929 $1.88M 0.23% -138 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: 21,559 shares; 2024Q4: 22,217 shares; 2025Q1: 22,644 shares; 2025Q2: 22,416 shares; 2025Q3: 22,730 shares; 2025Q4: 22,407 shares; 2026Q1: 22,423 shares 22,423 $1.86M 0.23% +16 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: 12,784 shares; 2024Q4: 13,271 shares; 2025Q1: 13,122 shares; 2025Q2: 11,024 shares; 2025Q3: 10,809 shares; 2025Q4: 10,924 shares; 2026Q1: 11,853 shares 11,853 $1.84M 0.22% +929 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 41,455 shares; 2025Q1: 44,852 shares; 2025Q2: 43,159 shares; 2025Q3: 43,982 shares; 2025Q4: 42,886 shares; 2026Q1: 47,114 shares 47,114 $1.81M 0.22% +4,228 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: 22,750 shares; 2024Q4: 23,794 shares; 2025Q1: 23,777 shares; 2025Q2: 18,563 shares; 2025Q3: 18,563 shares; 2025Q4: 19,362 shares; 2026Q1: 18,565 shares 18,565 $1.8M 0.22% -797 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: 17,389 shares; 2024Q4: 17,886 shares; 2025Q1: 20,498 shares; 2025Q2: 20,095 shares; 2025Q3: 22,357 shares; 2025Q4: 23,099 shares; 2026Q1: 20,397 shares 20,397 $1.8M 0.22% -2,702 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: 6,943 shares; 2024Q4: 6,997 shares; 2025Q1: 7,083 shares; 2025Q2: 7,125 shares; 2025Q3: 7,594 shares; 2025Q4: 7,595 shares; 2026Q1: 11,922 shares 11,922 $1.77M 0.21% +4,327 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: 31,595 shares; 2024Q4: 33,555 shares; 2025Q1: 33,890 shares; 2025Q2: 37,090 shares; 2025Q3: 37,425 shares; 2025Q4: 38,105 shares; 2026Q1: 38,725 shares 38,725 $1.74M 0.21% +620 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,877 shares; 2025Q4: 6,870 shares; 2026Q1: 6,982 shares 6,982 $1.74M 0.21% +112 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,139 shares; 2024Q4: 31,475 shares; 2025Q1: 32,670 shares; 2025Q2: 31,834 shares; 2025Q3: 31,371 shares; 2025Q4: 30,355 shares; 2026Q1: 30,564 shares 30,564 $1.73M 0.21% +209 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: 17,253 shares; 2024Q4: 17,249 shares; 2025Q1: 17,327 shares; 2025Q2: 17,132 shares; 2025Q3: 19,526 shares; 2025Q4: 19,695 shares; 2026Q1: 16,755 shares 16,755 $1.72M 0.21% -2,940 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: 469 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 472 shares; 2025Q3: 476 shares; 2025Q4: 492 shares; 2026Q1: 379 shares 379 $1.6M 0.19% -113 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: 49,288 shares; 2024Q4: 45,698 shares; 2025Q1: 48,661 shares; 2025Q2: 51,072 shares; 2025Q3: 50,575 shares; 2025Q4: 58,820 shares; 2026Q1: 56,399 shares 56,399 $1.58M 0.19% -2,421 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: 26,674 shares; 2024Q4: 26,484 shares; 2025Q1: 26,842 shares; 2025Q2: 25,493 shares; 2025Q3: 24,779 shares; 2025Q4: 24,274 shares; 2026Q1: 24,274 shares 24,274 $1.57M 0.19% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 14,516 shares; 2025Q1: 14,539 shares; 2025Q2: 14,925 shares; 2025Q3: 11,649 shares; 2025Q4: 9,874 shares; 2026Q1: 9,754 shares 9,754 $1.56M 0.19% -120 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 15,991 shares; 2025Q1: 16,028 shares; 2025Q2: 16,261 shares; 2025Q3: 15,918 shares; 2025Q4: 17,843 shares; 2026Q1: 11,427 shares 11,427 $1.55M 0.19% -6,416 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,855 shares 33,855 $1.54M 0.19% 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: 1,637 shares; 2025Q1: 1,644 shares; 2025Q2: 1,629 shares; 2025Q3: 1,587 shares; 2025Q4: 1,589 shares; 2026Q1: 1,601 shares 1,601 $1.54M 0.19% +12 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: 6,154 shares; 2024Q4: 7,223 shares; 2025Q1: 7,043 shares; 2025Q2: 7,257 shares; 2025Q3: 6,911 shares; 2025Q4: 7,114 shares; 2026Q1: 6,307 shares 6,307 $1.53M 0.19% -807 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,444 shares; 2024Q4: 22,822 shares; 2025Q1: 23,427 shares; 2025Q2: 23,326 shares; 2025Q3: 22,232 shares; 2025Q4: 21,874 shares; 2026Q1: 21,782 shares 21,782 $1.53M 0.19% -92 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,213 shares 16,213 $1.51M 0.18% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 6,530 shares; 2025Q1: 6,291 shares; 2025Q2: 6,165 shares; 2025Q3: 6,013 shares; 2025Q4: 6,014 shares; 2026Q1: 5,898 shares 5,898 $1.46M 0.18% -116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,989 shares; 2025Q1: 5,051 shares; 2025Q2: 5,242 shares; 2025Q3: 5,461 shares; 2025Q4: 4,912 shares; 2026Q1: 4,667 shares 4,667 $1.45M 0.18% -245 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: 3,118 shares; 2024Q4: 3,167 shares; 2025Q1: 3,252 shares; 2025Q2: 3,604 shares; 2025Q3: 3,828 shares; 2025Q4: 3,731 shares; 2026Q1: 4,024 shares 4,024 $1.44M 0.17% +293 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: 25,185 shares; 2024Q4: 24,505 shares; 2025Q1: 23,696 shares; 2025Q2: 23,119 shares; 2025Q3: 20,114 shares; 2025Q4: 24,323 shares; 2026Q1: 26,589 shares 26,589 $1.44M 0.17% +2,266 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: 2,029 shares; 2024Q4: 2,031 shares; 2025Q1: 1,864 shares; 2025Q2: 1,849 shares; 2025Q3: 1,848 shares; 2025Q4: 1,728 shares; 2026Q1: 1,698 shares 1,698 $1.44M 0.17% -30 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,670 shares; 2025Q1: 2,707 shares; 2025Q2: 2,397 shares; 2025Q3: 2,320 shares; 2025Q4: 2,307 shares; 2026Q1: 2,298 shares 2,298 $1.39M 0.17% -9 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: 2,994 shares; 2024Q4: 3,011 shares; 2025Q1: 2,904 shares; 2025Q2: 2,813 shares; 2025Q3: 2,838 shares; 2025Q4: 2,823 shares; 2026Q1: 2,738 shares 2,738 $1.35M 0.16% -85 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: 22,766 shares; 2024Q4: 23,991 shares; 2025Q1: 23,492 shares; 2025Q2: 25,145 shares; 2025Q3: 25,483 shares; 2025Q4: 22,392 shares; 2026Q1: 17,694 shares 17,694 $1.35M 0.16% -4,698 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: 25,995 shares; 2024Q4: 25,443 shares; 2025Q1: 25,862 shares; 2025Q2: 26,319 shares; 2025Q3: 27,141 shares; 2025Q4: 25,923 shares; 2026Q1: 26,714 shares 26,714 $1.34M 0.16% +791 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: 13,763 shares; 2024Q4: 13,849 shares; 2025Q1: 14,051 shares; 2025Q2: 14,030 shares; 2025Q3: 13,726 shares; 2025Q4: 13,972 shares; 2026Q1: 14,357 shares 14,357 $1.33M 0.16% +385 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: 10,261 shares; 2024Q4: 9,981 shares; 2025Q1: 10,121 shares; 2025Q2: 10,143 shares; 2025Q3: 10,252 shares; 2025Q4: 10,370 shares; 2026Q1: 8,726 shares 8,726 $1.33M 0.16% -1,644 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: 27,858 shares; 2024Q4: 30,275 shares; 2025Q1: 30,887 shares; 2025Q2: 33,212 shares; 2025Q3: 36,963 shares; 2025Q4: 34,590 shares; 2026Q1: 35,120 shares 35,120 $1.33M 0.16% +530 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,499 shares; 2024Q4: 162,461 shares; 2025Q1: 162,498 shares; 2025Q2: 162,497 shares; 2025Q3: 162,526 shares; 2025Q4: 162,669 shares; 2026Q1: 17,378 shares 17,378 $1.31M 0.16% -145,291 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,183 shares 18,183 $1.31M 0.16% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 4,038 shares; 2026Q1: 23,635 shares 23,635 $1.31M 0.16% +19,597 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 7,823 shares; 2025Q1: 7,816 shares; 2025Q2: 7,755 shares; 2025Q3: 8,506 shares; 2025Q4: 8,432 shares; 2026Q1: 7,931 shares 7,931 $1.3M 0.16% -501 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 18,929 shares; 2025Q1: 23,129 shares; 2025Q2: 34,707 shares; 2025Q3: 36,992 shares; 2025Q4: 53,106 shares; 2026Q1: 53,162 shares 53,162 $1.29M 0.16% +56 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: 3,857 shares; 2024Q4: 3,907 shares; 2025Q1: 4,011 shares; 2025Q2: 3,852 shares; 2025Q3: 3,937 shares; 2025Q4: 3,861 shares; 2026Q1: 3,782 shares 3,782 $1.28M 0.16% -79 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: 36,644 shares; 2024Q4: 38,731 shares; 2025Q1: 37,166 shares; 2025Q2: 38,792 shares; 2025Q3: 40,896 shares; 2025Q4: 40,876 shares; 2026Q1: 43,498 shares 43,498 $1.26M 0.15% +2,622 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,274 shares; 2025Q2: 1,522 shares; 2025Q3: 1,301 shares; 2025Q4: 4,974 shares; 2026Q1: 5,108 shares 5,108 $1.25M 0.15% +134 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 16,705 shares; 2025Q1: 21,537 shares; 2025Q2: 22,900 shares; 2025Q3: 20,263 shares; 2025Q4: 20,017 shares; 2026Q1: 19,882 shares 19,882 $1.25M 0.15% -135 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: 3,031 shares; 2024Q4: 3,055 shares; 2025Q1: 4,414 shares; 2025Q2: 4,304 shares; 2025Q3: 4,422 shares; 2025Q4: 3,325 shares; 2026Q1: 3,758 shares 3,758 $1.23M 0.15% +433 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: 19,264 shares; 2024Q4: 38,528 shares; 2025Q1: 38,528 shares; 2025Q2: 38,528 shares; 2025Q3: 38,528 shares; 2025Q4: 38,528 shares; 2026Q1: 49,460 shares 49,460 $1.22M 0.15% +10,932 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: 55,385 shares; 2024Q4: 69,386 shares; 2025Q1: 43,979 shares; 2025Q2: 41,826 shares; 2025Q3: 12,690 shares; 2025Q4: 10,729 shares; 2026Q1: 10,777 shares 10,777 $1.2M 0.15% +48 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121,832 shares; 2025Q4: 1,122,132 shares; 2026Q1: 1,122,126 shares 1,122,126 $1.19M 0.14% -6 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: 4,272 shares; 2024Q4: 4,433 shares; 2025Q1: 4,075 shares; 2025Q2: 5,259 shares; 2025Q3: 5,235 shares; 2025Q4: 4,776 shares; 2026Q1: 4,402 shares 4,402 $1.19M 0.14% -374 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: 4,125 shares; 2024Q4: 3,843 shares; 2025Q1: 3,836 shares; 2025Q2: 3,508 shares; 2025Q3: 3,545 shares; 2025Q4: 3,408 shares; 2026Q1: 3,372 shares 3,372 $1.19M 0.14% -36 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: 9,082 shares; 2024Q4: 9,082 shares; 2025Q1: 9,196 shares; 2025Q2: 9,236 shares; 2025Q3: 9,443 shares; 2025Q4: 19,478 shares; 2026Q1: 19,356 shares 19,356 $1.19M 0.14% -122 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: 2,247 shares; 2024Q4: 2,299 shares; 2025Q1: 2,345 shares; 2025Q2: 2,476 shares; 2025Q3: 2,578 shares; 2025Q4: 2,328 shares; 2026Q1: 2,386 shares 2,386 $1.18M 0.14% +58 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 35,847 shares; 2025Q1: 37,804 shares; 2025Q2: 37,804 shares; 2025Q3: 35,619 shares; 2025Q4: 33,119 shares; 2026Q1: 33,119 shares 33,119 $1.18M 0.14% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,201 shares 15,201 $1.18M 0.14% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,384 shares; 2025Q1: 18,466 shares; 2025Q2: 26,028 shares; 2025Q3: 21,433 shares; 2025Q4: 21,895 shares; 2026Q1: 27,597 shares 27,597 $1.17M 0.14% +5,702 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: 5,050 shares; 2024Q4: 5,076 shares; 2025Q1: 5,019 shares; 2025Q2: 5,009 shares; 2025Q3: 4,858 shares; 2025Q4: 4,917 shares; 2026Q1: 4,831 shares 4,831 $1.14M 0.14% -86 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,115 shares; 2025Q1: 5,106 shares; 2025Q2: 5,032 shares; 2025Q3: 5,099 shares; 2025Q4: 5,082 shares; 2026Q1: 4,938 shares 4,938 $1.13M 0.14% -144 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,335 shares 2,335 $1.13M 0.14% +15 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 7,491 shares; 2025Q1: 7,902 shares; 2025Q2: 7,680 shares; 2025Q3: 8,329 shares; 2025Q4: 8,611 shares; 2026Q1: 9,095 shares 9,095 $1.13M 0.14% +484 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: 7,510 shares; 2024Q4: 5,500 shares; 2025Q1: 4,579 shares; 2025Q2: 4,672 shares; 2025Q3: 5,438 shares; 2025Q4: 5,476 shares; 2026Q1: 5,533 shares 5,533 $1.13M 0.14% +57 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: 10,018 shares; 2024Q4: 10,224 shares; 2025Q1: 9,912 shares; 2025Q2: 10,170 shares; 2025Q3: 9,320 shares; 2025Q4: 9,695 shares; 2026Q1: 9,707 shares 9,707 $1.1M 0.13% +12 Timeline LMUB 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: 21,828 shares 21,828 $1.09M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,255 shares 22,255 $1.08M 0.13% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 7,510 shares; 2025Q1: 7,468 shares; 2025Q2: 7,173 shares; 2025Q3: 7,200 shares; 2025Q4: 7,135 shares; 2026Q1: 7,188 shares 7,188 $1.06M 0.13% +53 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: 35,087 shares; 2025Q2: 67,088 shares; 2025Q3: 151,235 shares; 2025Q4: 157,993 shares; 2026Q1: 19,225 shares 19,225 $1.05M 0.13% -138,768 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,796 shares; 2024Q4: 26,428 shares; 2025Q1: 22,086 shares; 2025Q2: 22,100 shares; 2025Q3: 15,892 shares; 2025Q4: 15,388 shares; 2026Q1: 15,227 shares 15,227 $1.03M 0.13% -161 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: 9,357 shares; 2024Q4: 9,344 shares; 2025Q1: 9,209 shares; 2025Q2: 8,126 shares; 2025Q3: 8,008 shares; 2025Q4: 8,069 shares; 2026Q1: 8,985 shares 8,985 $1.03M 0.13% +916 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,245 shares 10,245 $1.03M 0.13% +245 Timeline IBDS 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: 8,447 shares; 2024Q4: 8,447 shares; 2025Q1: 14,947 shares; 2025Q2: 15,947 shares; 2025Q3: 15,947 shares; 2025Q4: 42,347 shares; 2026Q1: 42,347 shares 42,347 $1.03M 0.12% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,344 shares; 2025Q1: 5,404 shares; 2025Q2: 5,351 shares; 2025Q3: 5,227 shares; 2025Q4: 5,276 shares; 2026Q1: 8,086 shares 8,086 $1.02M 0.12% +2,810 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,305 shares; 2024Q4: 35,305 shares; 2025Q1: 35,805 shares; 2025Q2: 33,266 shares; 2025Q3: 33,272 shares; 2025Q4: 33,047 shares; 2026Q1: 33,051 shares 33,051 $994K 0.12% +4 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: 7,031 shares; 2024Q4: 7,075 shares; 2025Q1: 7,099 shares; 2025Q2: 7,315 shares; 2025Q3: 7,361 shares; 2025Q4: 7,377 shares; 2026Q1: 7,537 shares 7,537 $987K 0.12% +160 Timeline QYLD 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,665 shares; 2025Q4: 68,365 shares; 2026Q1: 57,509 shares 57,509 $986K 0.12% -10,856 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 7,916 shares; 2025Q1: 6,851 shares; 2025Q2: 6,761 shares; 2025Q3: 6,588 shares; 2025Q4: 6,432 shares; 2026Q1: 5,680 shares 5,680 $980K 0.12% -752 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: 617 shares; 2024Q4: 988 shares; 2025Q1: 963 shares; 2025Q2: 951 shares; 2025Q3: 982 shares; 2025Q4: 9,589 shares; 2026Q1: 10,158 shares 10,158 $977K 0.12% +569 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: 11,944 shares; 2024Q4: 13,928 shares; 2025Q1: 13,423 shares; 2025Q2: 15,024 shares; 2025Q3: 13,941 shares; 2025Q4: 12,889 shares; 2026Q1: 12,614 shares 12,614 $974K 0.12% -275 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,847 shares; 2024Q4: 13,421 shares; 2025Q1: 13,140 shares; 2025Q2: 13,125 shares; 2025Q3: 13,063 shares; 2025Q4: 12,989 shares; 2026Q1: 12,305 shares 12,305 $965K 0.12% -684 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: 2,946 shares; 2024Q4: 3,020 shares; 2025Q1: 2,913 shares; 2025Q2: 2,852 shares; 2025Q3: 2,982 shares; 2025Q4: 3,498 shares; 2026Q1: 3,962 shares 3,962 $961K 0.12% +464 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 8,351 shares; 2025Q1: 7,781 shares; 2025Q2: 8,075 shares; 2025Q3: 7,813 shares; 2025Q4: 7,823 shares; 2026Q1: 8,043 shares 8,043 $954K 0.12% +220 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: 101,898 shares; 2024Q4: 85,649 shares; 2025Q1: 85,316 shares; 2025Q2: 43,329 shares; 2025Q3: 20,588 shares; 2025Q4: 20,588 shares; 2026Q1: 20,623 shares 20,623 $935K 0.11% +35 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: 2,835 shares; 2024Q4: 2,844 shares; 2025Q1: 3,132 shares; 2025Q2: 2,978 shares; 2025Q3: 2,964 shares; 2025Q4: 3,145 shares; 2026Q1: 3,125 shares 3,125 $934K 0.11% -20 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: 3,730 shares; 2024Q4: 3,397 shares; 2025Q1: 3,273 shares; 2025Q2: 3,468 shares; 2025Q3: 3,660 shares; 2025Q4: 3,126 shares; 2026Q1: 3,083 shares 3,083 $933K 0.11% -43 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: 3,124 shares; 2024Q4: 3,261 shares; 2025Q1: 3,455 shares; 2025Q2: 4,506 shares; 2025Q3: 4,656 shares; 2025Q4: 4,619 shares; 2026Q1: 4,674 shares 4,674 $930K 0.11% +55 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: 4,966 shares; 2024Q4: 5,776 shares; 2025Q1: 7,076 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,741 shares; 2026Q1: 18,601 shares 18,601 $894K 0.11% +12,860 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: 2,600 shares; 2024Q4: 2,617 shares; 2025Q1: 2,627 shares; 2025Q2: 2,645 shares; 2025Q3: 2,615 shares; 2025Q4: 2,591 shares; 2026Q1: 2,829 shares 2,829 $889K 0.11% +238 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: 3,628 shares; 2024Q4: 3,375 shares; 2025Q1: 3,545 shares; 2025Q2: 3,551 shares; 2025Q3: 3,568 shares; 2025Q4: 3,350 shares; 2026Q1: 3,351 shares 3,351 $878K 0.11% +1 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 9,715 shares; 2025Q1: 8,808 shares; 2025Q2: 12,249 shares; 2025Q3: 14,452 shares; 2025Q4: 13,761 shares; 2026Q1: 8,692 shares 8,692 $875K 0.11% -5,069 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: not reported; 2024Q4: 3,427 shares; 2025Q1: 3,676 shares; 2025Q2: 3,613 shares; 2025Q3: 3,914 shares; 2025Q4: 4,322 shares; 2026Q1: 6,132 shares 6,132 $855K 0.1% +1,810 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,969 shares; 2025Q3: 17,102 shares; 2025Q4: 17,703 shares; 2026Q1: 18,285 shares 18,285 $854K 0.1% +582 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: 8,570 shares; 2024Q4: 8,549 shares; 2025Q1: 8,235 shares; 2025Q2: 8,183 shares; 2025Q3: 7,973 shares; 2025Q4: 7,723 shares; 2026Q1: 9,508 shares 9,508 $843K 0.1% +1,785 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: 3,826 shares; 2024Q4: 3,813 shares; 2025Q1: 3,827 shares; 2025Q2: 3,879 shares; 2025Q3: 3,879 shares; 2025Q4: 2,968 shares; 2026Q1: 2,838 shares 2,838 $841K 0.1% -130 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: 1,719 shares; 2024Q4: 1,666 shares; 2025Q1: 1,587 shares; 2025Q2: 1,621 shares; 2025Q3: 1,641 shares; 2025Q4: 1,561 shares; 2026Q1: 2,322 shares 2,322 $827K 0.1% +761 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 17,730 shares 17,730 $823K 0.1% 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: not reported; 2024Q4: 4,272 shares; 2025Q1: 4,747 shares; 2025Q2: 6,266 shares; 2025Q3: 10,637 shares; 2025Q4: 10,424 shares; 2026Q1: 11,293 shares 11,293 $822K 0.1% +869 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: 5,469 shares; 2024Q4: 5,429 shares; 2025Q1: 5,688 shares; 2025Q2: 5,466 shares; 2025Q3: 5,584 shares; 2025Q4: 4,663 shares; 2026Q1: 4,223 shares 4,223 $820K 0.1% -440 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,616 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $817K 0.1% 0 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: 4,450 shares; 2024Q4: 4,462 shares; 2025Q1: 4,462 shares; 2025Q2: 4,313 shares; 2025Q3: 4,124 shares; 2025Q4: 3,904 shares; 2026Q1: 4,001 shares 4,001 $813K 0.1% +97 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: 12,440 shares; 2024Q4: 15,510 shares; 2025Q1: 24,489 shares; 2025Q2: 15,275 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares; 2026Q1: 14,163 shares 14,163 $804K 0.1% -36 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: 3,958 shares; 2024Q4: 3,837 shares; 2025Q1: 3,876 shares; 2025Q2: 3,761 shares; 2025Q3: 3,783 shares; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares 3,760 $803K 0.1% 0 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: 1,482 shares; 2024Q4: 1,481 shares; 2025Q1: 1,491 shares; 2025Q2: 1,413 shares; 2025Q3: 1,253 shares; 2025Q4: 1,408 shares; 2026Q1: 1,751 shares 1,751 $782K 0.1% +343 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: 1,372 shares; 2024Q4: 1,382 shares; 2025Q1: 1,372 shares; 2025Q2: 1,390 shares; 2025Q3: 1,376 shares; 2025Q4: 1,378 shares; 2026Q1: 1,388 shares 1,388 $762K 0.09% +10 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 7,320 shares; 2025Q1: 8,266 shares; 2025Q2: 10,788 shares; 2025Q3: 10,413 shares; 2025Q4: 10,313 shares; 2026Q1: 10,148 shares 10,148 $762K 0.09% -165 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,486 shares; 2025Q1: 4,973 shares; 2025Q2: 5,450 shares; 2025Q3: 8,652 shares; 2025Q4: 8,711 shares; 2026Q1: 9,387 shares 9,387 $747K 0.09% +676 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,558 shares; 2024Q4: 17,558 shares; 2025Q1: 17,558 shares; 2025Q2: 16,638 shares; 2025Q3: 16,638 shares; 2025Q4: 16,638 shares; 2026Q1: 16,638 shares 16,638 $746K 0.09% 0 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: 27,487 shares; 2024Q4: 19,086 shares; 2025Q1: 19,090 shares; 2025Q2: 17,043 shares; 2025Q3: 17,830 shares; 2025Q4: 16,449 shares; 2026Q1: 16,865 shares 16,865 $744K 0.09% +416 Timeline ATI ATI INC More: the full row for ATI 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: 4,051 shares; 2025Q3: 3,990 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares 4,975 $724K 0.09% 0 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: 728 shares; 2024Q4: 814 shares; 2025Q1: 802 shares; 2025Q2: 787 shares; 2025Q3: 800 shares; 2025Q4: 802 shares; 2026Q1: 807 shares 807 $722K 0.09% +5 Timeline PICK 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: 11,962 shares; 2026Q1: 12,730 shares 12,730 $720K 0.09% +768 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: 10,339 shares; 2024Q4: 8,899 shares; 2025Q1: 7,423 shares; 2025Q2: 6,977 shares; 2025Q3: 7,004 shares; 2025Q4: 7,389 shares; 2026Q1: 7,105 shares 7,105 $705K 0.09% -284 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,412 shares; 2025Q1: 2,521 shares; 2025Q2: 2,498 shares; 2025Q3: 2,472 shares; 2025Q4: 2,568 shares; 2026Q1: 2,650 shares 2,650 $705K 0.09% +82 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: 1,959 shares; 2024Q4: 1,944 shares; 2025Q1: 1,636 shares; 2025Q2: 1,624 shares; 2025Q3: 1,601 shares; 2025Q4: 1,593 shares; 2026Q1: 1,756 shares 1,756 $686K 0.08% +163 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: 11,263 shares; 2024Q4: 9,482 shares; 2025Q1: 8,507 shares; 2025Q2: 8,530 shares; 2025Q3: 9,331 shares; 2025Q4: 9,263 shares; 2026Q1: 9,428 shares 9,428 $677K 0.08% +165 Timeline IXN 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: 4,962 shares; 2024Q4: 4,962 shares; 2025Q1: 4,939 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,939 shares; 2026Q1: 6,703 shares 6,703 $670K 0.08% +1,764 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,206 shares; 2025Q1: 9,061 shares; 2025Q2: 8,677 shares; 2025Q3: 8,176 shares; 2025Q4: 8,096 shares; 2026Q1: 6,451 shares 6,451 $663K 0.08% -1,645 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: 5,854 shares; 2024Q4: 6,000 shares; 2025Q1: 8,138 shares; 2025Q2: 8,609 shares; 2025Q3: 8,602 shares; 2025Q4: 9,391 shares; 2026Q1: 9,167 shares 9,167 $659K 0.08% -224 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,033 shares; 2025Q1: 5,005 shares; 2025Q2: 4,985 shares; 2025Q3: 6,077 shares; 2025Q4: 5,313 shares; 2026Q1: 5,505 shares 5,505 $651K 0.08% +192 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,026 shares; 2025Q1: 5,741 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares; 2026Q1: 5,896 shares 5,896 $651K 0.08% +115 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: 4,409 shares; 2024Q4: 4,335 shares; 2025Q1: 4,507 shares; 2025Q2: 4,874 shares; 2025Q3: 4,902 shares; 2025Q4: 4,507 shares; 2026Q1: 4,458 shares 4,458 $647K 0.08% -49 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,823 shares; 2025Q1: 27,823 shares; 2025Q2: 27,823 shares; 2025Q3: 25,823 shares; 2025Q4: 25,823 shares; 2026Q1: 25,823 shares 25,823 $647K 0.08% 0 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,721 shares; 2024Q4: 382,721 shares; 2025Q1: 382,721 shares; 2025Q2: 381,464 shares; 2025Q3: 381,464 shares; 2025Q4: 389,123 shares; 2026Q1: 389,659 shares 389,659 $647K 0.08% +536 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: 2,115 shares; 2024Q4: 2,132 shares; 2025Q1: 1,991 shares; 2025Q2: 2,019 shares; 2025Q3: 2,086 shares; 2025Q4: 2,111 shares; 2026Q1: 2,258 shares 2,258 $641K 0.08% +147 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: 3,453 shares; 2024Q4: 4,585 shares; 2025Q1: 4,549 shares; 2025Q2: 2,472 shares; 2025Q3: 2,444 shares; 2025Q4: 4,888 shares; 2026Q1: 4,810 shares 4,810 $639K 0.08% -78 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: 248 shares; 2024Q4: 382 shares; 2025Q1: 411 shares; 2025Q2: 418 shares; 2025Q3: 422 shares; 2025Q4: 454 shares; 2026Q1: 479 shares 479 $633K 0.08% +25 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 16,114 shares; 2025Q1: 15,846 shares; 2025Q2: 15,576 shares; 2025Q3: 15,634 shares; 2025Q4: 15,144 shares; 2026Q1: 13,600 shares 13,600 $631K 0.08% -1,544 Timeline BOTZ 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: 16,484 shares; 2024Q4: 16,527 shares; 2025Q1: 17,599 shares; 2025Q2: 17,649 shares; 2025Q3: 18,412 shares; 2025Q4: 18,613 shares; 2026Q1: 18,788 shares 18,788 $624K 0.08% +175 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: 61,794 shares; 2024Q4: 68,427 shares; 2025Q1: 49,830 shares; 2025Q2: 9,997 shares; 2025Q3: 6,914 shares; 2025Q4: 7,603 shares; 2026Q1: 7,888 shares 7,888 $620K 0.08% +285 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3,039 shares; 2025Q1: 3,040 shares; 2025Q2: 2,958 shares; 2025Q3: 3,567 shares; 2025Q4: 3,495 shares; 2026Q1: 3,841 shares 3,841 $616K 0.07% +346 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: 7,049 shares; 2024Q4: 6,964 shares; 2025Q1: 6,938 shares; 2025Q2: 6,870 shares; 2025Q3: 6,941 shares; 2025Q4: 7,236 shares; 2026Q1: 7,218 shares 7,218 $615K 0.07% -18 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: 6,670 shares; 2024Q4: 6,672 shares; 2025Q1: 6,934 shares; 2025Q2: 6,927 shares; 2025Q3: 6,914 shares; 2025Q4: 6,920 shares; 2026Q1: 7,073 shares 7,073 $613K 0.07% +153 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 14,244 shares; 2025Q1: 14,095 shares; 2025Q2: 14,619 shares; 2025Q3: 13,713 shares; 2025Q4: 13,581 shares; 2026Q1: 13,640 shares 13,640 $605K 0.07% +59 Timeline IDEV 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: 2,979 shares; 2024Q4: not reported; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,155 shares; 2025Q4: 9,390 shares; 2026Q1: 7,235 shares 7,235 $605K 0.07% -2,155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,106 shares; 2026Q1: 9,095 shares 9,095 $601K 0.07% -11 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: 14,036 shares; 2024Q4: 13,345 shares; 2025Q1: 13,225 shares; 2025Q2: 12,528 shares; 2025Q3: 12,525 shares; 2025Q4: 12,503 shares; 2026Q1: 12,407 shares 12,407 $593K 0.07% -96 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,338 shares; 2025Q1: 8,342 shares; 2025Q2: 8,297 shares; 2025Q3: 6,928 shares; 2025Q4: 6,226 shares; 2026Q1: 6,532 shares 6,532 $590K 0.07% +306 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: 14,363 shares; 2024Q4: 14,584 shares; 2025Q1: 14,550 shares; 2025Q2: 14,007 shares; 2025Q3: 14,212 shares; 2025Q4: 10,619 shares; 2026Q1: 10,214 shares 10,214 $589K 0.07% -405 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,363 shares; 2025Q2: 8,500 shares; 2025Q3: 8,439 shares; 2025Q4: 8,668 shares; 2026Q1: 8,665 shares 8,665 $589K 0.07% -3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,051 shares; 2025Q1: 2,143 shares; 2025Q2: 2,246 shares; 2025Q3: 2,428 shares; 2025Q4: 1,866 shares; 2026Q1: 1,795 shares 1,795 $585K 0.07% -71 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,899 shares 6,899 $583K 0.07% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 5,008 shares; 2025Q1: 8,922 shares; 2025Q2: 11,023 shares; 2025Q3: 11,037 shares; 2025Q4: 10,301 shares; 2026Q1: 10,375 shares 10,375 $576K 0.07% +74 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: 7,112 shares; 2024Q4: 6,870 shares; 2025Q1: 6,535 shares; 2025Q2: 6,215 shares; 2025Q3: 6,053 shares; 2025Q4: 5,825 shares; 2026Q1: 5,939 shares 5,939 $572K 0.07% +114 Timeline IWV 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares 1,521 $564K 0.07% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,326 shares; 2025Q1: 1,335 shares; 2025Q2: 1,328 shares; 2025Q3: 1,334 shares; 2025Q4: 1,333 shares; 2026Q1: 1,352 shares 1,352 $563K 0.07% +19 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,755 shares; 2026Q1: 45,619 shares 45,619 $559K 0.07% -136 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 3,466 shares; 2025Q1: 3,733 shares; 2025Q2: 3,882 shares; 2025Q3: 3,755 shares; 2025Q4: 3,769 shares; 2026Q1: 3,697 shares 3,697 $558K 0.07% -72 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 2,019 shares; 2025Q1: 2,032 shares; 2025Q2: 1,296 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $557K 0.07% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,116 shares; 2024Q4: 24,880 shares; 2025Q1: 20,865 shares; 2025Q2: 18,497 shares; 2025Q3: 15,516 shares; 2025Q4: 14,918 shares; 2026Q1: 13,850 shares 13,850 $555K 0.07% -1,068 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: 2,751 shares; 2024Q4: 2,855 shares; 2025Q1: 2,878 shares; 2025Q2: 3,146 shares; 2025Q3: 3,251 shares; 2025Q4: 2,651 shares; 2026Q1: 2,800 shares 2,800 $555K 0.07% +149 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: 7,226 shares; 2024Q4: 7,210 shares; 2025Q1: 6,691 shares; 2025Q2: 6,727 shares; 2025Q3: 6,763 shares; 2025Q4: 5,723 shares; 2026Q1: 5,872 shares 5,872 $552K 0.07% +149 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: 3,692 shares; 2024Q4: 3,541 shares; 2025Q1: 3,533 shares; 2025Q2: 3,385 shares; 2025Q3: 2,632 shares; 2025Q4: 2,609 shares; 2026Q1: 2,950 shares 2,950 $551K 0.07% +341 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,944 shares; 2025Q1: 3,914 shares; 2025Q2: 3,766 shares; 2025Q3: 3,804 shares; 2025Q4: 3,820 shares; 2026Q1: 3,771 shares 3,771 $550K 0.07% -49 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: 7,768 shares; 2024Q4: 23,304 shares; 2025Q1: 23,304 shares; 2025Q2: 23,304 shares; 2025Q3: 23,304 shares; 2025Q4: 21,807 shares; 2026Q1: 21,807 shares 21,807 $547K 0.07% 0 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: 975 shares; 2024Q4: 1,304 shares; 2025Q1: 1,339 shares; 2025Q2: 1,411 shares; 2025Q3: 1,392 shares; 2025Q4: 1,178 shares; 2026Q1: 1,254 shares 1,254 $533K 0.06% +76 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: 1,447 shares; 2024Q4: 1,472 shares; 2025Q1: 1,478 shares; 2025Q2: 1,471 shares; 2025Q3: 1,511 shares; 2025Q4: 7,434 shares; 2026Q1: 5,097 shares 5,097 $533K 0.06% -2,337 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: 1,952 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,319 shares; 2025Q4: 1,414 shares; 2026Q1: 2,269 shares 2,269 $529K 0.06% +855 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 18,049 shares; 2025Q1: 18,049 shares; 2025Q2: 18,049 shares; 2025Q3: 18,049 shares; 2025Q4: 18,049 shares; 2026Q1: 18,049 shares 18,049 $527K 0.06% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,838 shares; 2026Q1: 8,434 shares 8,434 $518K 0.06% +4,596 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: 3,402 shares; 2024Q4: 3,432 shares; 2025Q1: 3,400 shares; 2025Q2: 3,159 shares; 2025Q3: 3,085 shares; 2025Q4: 3,058 shares; 2026Q1: 2,840 shares 2,840 $517K 0.06% -218 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,711 shares; 2025Q1: 9,715 shares; 2025Q2: 9,715 shares; 2025Q3: 9,715 shares; 2025Q4: 9,744 shares; 2026Q1: 15,453 shares 15,453 $516K 0.06% +5,709 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,180 shares; 2025Q4: 17,402 shares; 2026Q1: 11,376 shares 11,376 $510K 0.06% -6,026 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,960 shares; 2025Q3: 8,960 shares; 2025Q4: 8,960 shares; 2026Q1: 12,533 shares 12,533 $504K 0.06% +3,573 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 6,613 shares; 2025Q1: 6,839 shares; 2025Q2: 6,997 shares; 2025Q3: 7,062 shares; 2025Q4: 6,730 shares; 2026Q1: 7,048 shares 7,048 $503K 0.06% +318 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 6,675 shares; 2025Q1: 6,644 shares; 2025Q2: 6,003 shares; 2025Q3: 6,178 shares; 2025Q4: 6,209 shares; 2026Q1: 5,779 shares 5,779 $501K 0.06% -430 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: 4,497 shares; 2024Q4: 4,914 shares; 2025Q1: 4,825 shares; 2025Q2: 4,787 shares; 2025Q3: 4,858 shares; 2025Q4: 5,029 shares; 2026Q1: 3,723 shares 3,723 $491K 0.06% -1,306 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares 1,657 $489K 0.06% new 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: 3,491 shares; 2024Q4: 3,537 shares; 2025Q1: 3,619 shares; 2025Q2: 3,618 shares; 2025Q3: 3,753 shares; 2025Q4: 3,870 shares; 2026Q1: 4,283 shares 4,283 $485K 0.06% +413 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: 5,040 shares; 2024Q4: 5,383 shares; 2025Q1: 5,748 shares; 2025Q2: 5,749 shares; 2025Q3: 5,545 shares; 2025Q4: 4,440 shares; 2026Q1: 4,917 shares 4,917 $484K 0.06% +477 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 11,682 shares; 2025Q1: 15,934 shares; 2025Q2: 8,438 shares; 2025Q3: 7,890 shares; 2025Q4: 7,701 shares; 2026Q1: 7,959 shares 7,959 $483K 0.06% +258 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,955 shares; 2025Q1: 3,974 shares; 2025Q2: 5,794 shares; 2025Q3: 6,241 shares; 2025Q4: 4,540 shares; 2026Q1: 4,594 shares 4,594 $475K 0.06% +54 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 11,828 shares; 2025Q1: 11,238 shares; 2025Q2: 11,499 shares; 2025Q3: 11,529 shares; 2025Q4: 11,514 shares; 2026Q1: 11,552 shares 11,552 $474K 0.06% +38 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 4,238 shares; 2025Q3: 4,113 shares; 2025Q4: 4,113 shares; 2026Q1: 3,888 shares 3,888 $471K 0.06% -225 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,932 shares; 2025Q2: 5,944 shares; 2025Q3: 7,453 shares; 2025Q4: 10,619 shares; 2026Q1: 12,226 shares 12,226 $470K 0.06% +1,607 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,621 shares; 2024Q4: 7,941 shares; 2025Q1: 7,144 shares; 2025Q2: 6,494 shares; 2025Q3: 7,260 shares; 2025Q4: 7,256 shares; 2026Q1: 7,229 shares 7,229 $468K 0.06% -27 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 3,669 shares; 2025Q3: 3,308 shares; 2025Q4: 3,308 shares; 2026Q1: 3,290 shares 3,290 $468K 0.06% -18 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,565 shares; 2025Q1: 27,315 shares; 2025Q2: 30,415 shares; 2025Q3: 28,288 shares; 2025Q4: 28,549 shares; 2026Q1: 29,202 shares 29,202 $464K 0.06% +653 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly 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: 13,344 shares; 2025Q4: 13,344 shares; 2026Q1: 13,344 shares 13,344 $459K 0.06% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,286 shares; 2025Q1: 1,278 shares; 2025Q2: 1,311 shares; 2025Q3: 1,303 shares; 2025Q4: 1,360 shares; 2026Q1: 1,325 shares 1,325 $457K 0.06% -35 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,267 shares; 2025Q4: 1,279 shares; 2026Q1: 1,327 shares 1,327 $454K 0.06% +48 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,701 shares; 2025Q2: 4,701 shares; 2025Q3: 4,701 shares; 2025Q4: 4,696 shares; 2026Q1: 4,941 shares 4,941 $453K 0.06% +245 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,906 shares; 2025Q3: 1,927 shares; 2025Q4: 2,223 shares; 2026Q1: 2,596 shares 2,596 $453K 0.06% +373 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,083 shares; 2025Q1: 9,023 shares; 2025Q2: 8,993 shares; 2025Q3: 8,593 shares; 2025Q4: 8,583 shares; 2026Q1: 8,583 shares 8,583 $451K 0.05% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 8,071 shares; 2025Q1: 8,176 shares; 2025Q2: 8,128 shares; 2025Q3: 7,900 shares; 2025Q4: 8,028 shares; 2026Q1: 7,393 shares 7,393 $446K 0.05% -635 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares 2,347 $445K 0.05% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 9,412 shares; 2025Q1: 9,395 shares; 2025Q2: 10,937 shares; 2025Q3: 11,041 shares; 2025Q4: 11,332 shares; 2026Q1: 12,167 shares 12,167 $439K 0.05% +835 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,575 shares; 2025Q1: 5,541 shares; 2025Q2: 5,542 shares; 2025Q3: 5,562 shares; 2025Q4: 5,267 shares; 2026Q1: 5,469 shares 5,469 $438K 0.05% +202 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: 9,451 shares; 2024Q4: 9,451 shares; 2025Q1: 9,278 shares; 2025Q2: 8,308 shares; 2025Q3: 8,308 shares; 2025Q4: 8,308 shares; 2026Q1: 8,310 shares 8,310 $436K 0.05% +2 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 5,364 shares; 2025Q2: 5,400 shares; 2025Q3: 5,497 shares; 2025Q4: 4,959 shares; 2026Q1: 5,475 shares 5,475 $436K 0.05% +516 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,583 shares; 2025Q1: 6,528 shares; 2025Q2: 6,682 shares; 2025Q3: 6,950 shares; 2025Q4: 7,092 shares; 2026Q1: 7,386 shares 7,386 $432K 0.05% +294 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: 525 shares; 2024Q4: 819 shares; 2025Q1: 1,015 shares; 2025Q2: 994 shares; 2025Q3: 1,047 shares; 2025Q4: 887 shares; 2026Q1: 630 shares 630 $430K 0.05% -257 Timeline SPIB 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: 16,047 shares; 2024Q4: 12,727 shares; 2025Q1: 12,727 shares; 2025Q2: 12,727 shares; 2025Q3: 12,727 shares; 2025Q4: 12,727 shares; 2026Q1: 12,727 shares 12,727 $427K 0.05% 0 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: 1,796 shares; 2024Q4: 1,806 shares; 2025Q1: 1,876 shares; 2025Q2: 1,911 shares; 2025Q3: 1,921 shares; 2025Q4: 1,931 shares; 2026Q1: 2,060 shares 2,060 $426K 0.05% +129 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: 531 shares; 2025Q3: 594 shares; 2025Q4: 611 shares; 2026Q1: 620 shares 620 $422K 0.05% +9 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: 868 shares; 2024Q4: 819 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 727 shares; 2025Q4: 736 shares; 2026Q1: 750 shares 750 $422K 0.05% +14 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,646 shares; 2025Q1: 1,692 shares; 2025Q2: 1,639 shares; 2025Q3: 1,496 shares; 2025Q4: 1,578 shares; 2026Q1: 1,325 shares 1,325 $421K 0.05% -253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,891 shares 5,891 $418K 0.05% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 9,424 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: 9,286 shares; 2025Q4: 9,233 shares; 2026Q1: 6,089 shares 6,089 $415K 0.05% -3,144 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: 5,026 shares; 2024Q4: 5,022 shares; 2025Q1: 5,016 shares; 2025Q2: 5,027 shares; 2025Q3: 4,869 shares; 2025Q4: 4,883 shares; 2026Q1: 4,880 shares 4,880 $414K 0.05% -3 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 1,991 shares; 2025Q4: 1,997 shares; 2026Q1: 2,266 shares 2,266 $413K 0.05% +269 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,898 shares; 2025Q1: 1,901 shares; 2025Q2: 1,894 shares; 2025Q3: 1,899 shares; 2025Q4: 1,881 shares; 2026Q1: 1,876 shares 1,876 $411K 0.05% -5 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: 1,302 shares; 2024Q4: 1,304 shares; 2025Q1: 1,299 shares; 2025Q2: 1,296 shares; 2025Q3: 1,447 shares; 2025Q4: 1,435 shares; 2026Q1: 1,261 shares 1,261 $407K 0.05% -174 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: 4,502 shares; 2024Q4: 4,524 shares; 2025Q1: 4,428 shares; 2025Q2: 4,579 shares; 2025Q3: 4,120 shares; 2025Q4: 4,041 shares; 2026Q1: 4,109 shares 4,109 $407K 0.05% +68 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: 1,599 shares; 2024Q4: 1,631 shares; 2025Q1: 1,462 shares; 2025Q2: 1,464 shares; 2025Q3: 1,485 shares; 2025Q4: 1,399 shares; 2026Q1: 738 shares 738 $397K 0.05% -661 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,650 shares; 2024Q4: 60,733 shares; 2025Q1: 42,645 shares; 2025Q2: 42,280 shares; 2025Q3: 33,586 shares; 2025Q4: 33,727 shares; 2026Q1: 34,022 shares 34,022 $393K 0.05% +295 Timeline TQQQ 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: 3,145 shares; 2025Q1: 3,515 shares; 2025Q2: 4,270 shares; 2025Q3: 4,165 shares; 2025Q4: 7,982 shares; 2026Q1: 9,190 shares 9,190 $383K 0.05% +1,208 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,866 shares; 2026Q1: 2,866 shares 2,866 $380K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,922 shares; 2025Q1: 3,780 shares; 2025Q2: 3,715 shares; 2025Q3: 3,691 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares 3,397 $375K 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,590 shares; 2024Q4: 17,312 shares; 2025Q1: 16,564 shares; 2025Q2: 16,338 shares; 2025Q3: 14,688 shares; 2025Q4: 11,885 shares; 2026Q1: 13,053 shares 13,053 $375K 0.05% +1,168 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: 4,848 shares; 2025Q1: 4,612 shares; 2025Q2: 4,886 shares; 2025Q3: 2,989 shares; 2025Q4: 2,990 shares; 2026Q1: 3,043 shares 3,043 $374K 0.05% +53 Timeline SMMD 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: 5,744 shares; 2024Q4: 5,003 shares; 2025Q1: 4,995 shares; 2025Q2: 5,020 shares; 2025Q3: 4,833 shares; 2025Q4: 4,834 shares; 2026Q1: 4,846 shares 4,846 $370K 0.04% +12 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,689 shares; 2024Q4: 32,689 shares; 2025Q1: 32,689 shares; 2025Q2: 32,689 shares; 2025Q3: 32,689 shares; 2025Q4: 32,689 shares; 2026Q1: 32,689 shares 32,689 $367K 0.04% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 752 shares; 2025Q1: 739 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 738 shares; 2026Q1: 748 shares 748 $367K 0.04% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,736 shares; 2025Q4: 4,777 shares; 2026Q1: 6,485 shares 6,485 $367K 0.04% +1,708 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: 3,823 shares; 2024Q4: 3,813 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,222 shares; 2026Q1: 3,222 shares 3,222 $366K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,409 shares 9,409 $366K 0.04% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 15,761 shares; 2025Q1: 15,405 shares; 2025Q2: 15,387 shares; 2025Q3: 14,635 shares; 2025Q4: 17,881 shares; 2026Q1: 17,989 shares 17,989 $361K 0.04% +108 Timeline DTD 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: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 4,105 shares 4,105 $355K 0.04% 0 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: 3,024 shares; 2024Q4: 2,739 shares; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 2,293 shares; 2025Q4: 2,602 shares; 2026Q1: 2,706 shares 2,706 $354K 0.04% +104 Timeline ICSH 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: 4,208 shares; 2026Q1: 6,876 shares 6,876 $348K 0.04% +2,668 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,064 shares; 2025Q4: 6,101 shares; 2026Q1: 6,198 shares 6,198 $347K 0.04% +97 Timeline IBHG 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: 15,662 shares; 2026Q1: 15,662 shares 15,662 $347K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,496 shares; 2025Q1: 2,701 shares; 2025Q2: 2,787 shares; 2025Q3: 1,267 shares; 2025Q4: 1,040 shares; 2026Q1: 1,424 shares 1,424 $346K 0.04% +384 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: 4,924 shares; 2024Q4: 4,792 shares; 2025Q1: 4,958 shares; 2025Q2: 5,163 shares; 2025Q3: 5,112 shares; 2025Q4: 4,570 shares; 2026Q1: 4,644 shares 4,644 $346K 0.04% +74 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: 3,706 shares; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,591 shares; 2025Q3: 3,591 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares 3,405 $343K 0.04% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,509 shares; 2025Q1: 3,649 shares; 2025Q2: 3,810 shares; 2025Q3: 3,876 shares; 2025Q4: 4,059 shares; 2026Q1: 4,007 shares 4,007 $339K 0.04% -52 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,207 shares; 2025Q2: 7,094 shares; 2025Q3: 7,197 shares; 2025Q4: 7,350 shares; 2026Q1: 7,492 shares 7,492 $335K 0.04% +142 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: not reported; 2025Q1: 5,546 shares; 2025Q2: 5,624 shares; 2025Q3: 5,624 shares; 2025Q4: 6,099 shares; 2026Q1: 7,313 shares 7,313 $334K 0.04% +1,214 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,085 shares 7,085 $334K 0.04% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,436 shares; 2024Q4: 16,436 shares; 2025Q1: 16,236 shares; 2025Q2: 17,135 shares; 2025Q3: 17,135 shares; 2025Q4: 17,135 shares; 2026Q1: 17,135 shares 17,135 $331K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,534 shares; 2025Q1: 2,846 shares; 2025Q2: 2,912 shares; 2025Q3: 2,817 shares; 2025Q4: 1,917 shares; 2026Q1: 1,740 shares 1,740 $330K 0.04% -177 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,441 shares; 2025Q1: 3,450 shares; 2025Q2: 3,410 shares; 2025Q3: 2,325 shares; 2025Q4: not reported; 2026Q1: 3,522 shares 3,522 $329K 0.04% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,677 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares 2,564 $328K 0.04% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 246 shares; 2025Q2: 248 shares; 2025Q3: 254 shares; 2025Q4: 257 shares; 2026Q1: 258 shares 258 $325K 0.04% +1 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: 1,907 shares; 2024Q4: 1,908 shares; 2025Q1: 1,911 shares; 2025Q2: 1,897 shares; 2025Q3: 1,908 shares; 2025Q4: 1,922 shares; 2026Q1: 2,064 shares 2,064 $325K 0.04% +142 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 3,480 shares 3,480 $325K 0.04% +196 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,136 shares; 2025Q1: 1,076 shares; 2025Q2: 1,074 shares; 2025Q3: 1,085 shares; 2025Q4: 1,095 shares; 2026Q1: 1,116 shares 1,116 $324K 0.04% +21 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,585 shares; 2026Q1: 3,359 shares 3,359 $322K 0.04% -226 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,993 shares; 2026Q1: 13,993 shares 13,993 $321K 0.04% 0 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: 497 shares; 2024Q4: 514 shares; 2025Q1: 533 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 535 shares; 2026Q1: 570 shares 570 $320K 0.04% +35 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,349 shares; 2026Q1: 1,470 shares 1,470 $318K 0.04% +121 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: 12,506 shares; 2024Q4: 12,626 shares; 2025Q1: 11,688 shares; 2025Q2: 11,762 shares; 2025Q3: 11,111 shares; 2025Q4: 8,935 shares; 2026Q1: 9,450 shares 9,450 $317K 0.04% +515 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: 368 shares; 2024Q4: 476 shares; 2025Q1: 859 shares; 2025Q2: 907 shares; 2025Q3: 1,031 shares; 2025Q4: 694 shares; 2026Q1: 726 shares 726 $314K 0.04% +32 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly 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: 11,100 shares 11,100 $310K 0.04% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,232 shares; 2025Q1: 5,291 shares; 2025Q2: 4,790 shares; 2025Q3: 5,133 shares; 2025Q4: 6,212 shares; 2026Q1: 6,214 shares 6,214 $307K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,676 shares 6,676 $305K 0.04% 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: 2,445 shares; 2024Q4: 2,543 shares; 2025Q1: 2,566 shares; 2025Q2: 2,559 shares; 2025Q3: 2,605 shares; 2025Q4: 2,611 shares; 2026Q1: 3,154 shares 3,154 $304K 0.04% +543 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 3,931 shares; 2025Q1: 3,903 shares; 2025Q2: 3,901 shares; 2025Q3: 3,788 shares; 2025Q4: 3,752 shares; 2026Q1: 3,131 shares 3,131 $302K 0.04% -621 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: 1,732 shares; 2024Q4: 1,732 shares; 2025Q1: 1,732 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,743 shares; 2026Q1: 1,467 shares 1,467 $302K 0.04% -276 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,107 shares; 2026Q1: 2,082 shares 2,082 $301K 0.04% -25 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,657 shares; 2025Q3: 13,153 shares; 2025Q4: 18,188 shares; 2026Q1: 18,188 shares 18,188 $300K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares 1,212 $299K 0.04% new 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: 5,162 shares; 2024Q4: 5,496 shares; 2025Q1: 5,241 shares; 2025Q2: 4,917 shares; 2025Q3: 4,728 shares; 2025Q4: 4,723 shares; 2026Q1: 4,869 shares 4,869 $298K 0.04% +146 Timeline SCHJ 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: 4,689 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,256 shares; 2025Q3: 10,274 shares; 2025Q4: 10,907 shares; 2026Q1: 11,963 shares 11,963 $296K 0.04% +1,056 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,060 shares; 2025Q1: 2,036 shares; 2025Q2: 1,948 shares; 2025Q3: 2,031 shares; 2025Q4: 2,046 shares; 2026Q1: 2,231 shares 2,231 $292K 0.04% +185 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,093 shares; 2025Q1: 2,129 shares; 2025Q2: 2,510 shares; 2025Q3: 2,628 shares; 2025Q4: 1,896 shares; 2026Q1: 1,681 shares 1,681 $292K 0.04% -215 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: 9,636 shares; 2024Q4: 11,642 shares; 2025Q1: 11,239 shares; 2025Q2: 12,779 shares; 2025Q3: 8,452 shares; 2025Q4: 4,988 shares; 2026Q1: 5,479 shares 5,479 $289K 0.04% +491 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 3,537 shares; 2025Q2: 1,289 shares; 2025Q3: 1,307 shares; 2025Q4: 1,409 shares; 2026Q1: 1,396 shares 1,396 $288K 0.04% -13 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: not reported; 2024Q4: not reported; 2025Q1: 9,331 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,174 shares; 2026Q1: 3,076 shares 3,076 $286K 0.03% -98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,934 shares; 2026Q1: 2,183 shares 2,183 $286K 0.03% +249 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 668 shares; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 562 shares; 2025Q4: 531 shares; 2026Q1: 546 shares 546 $285K 0.03% +15 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,433 shares; 2025Q4: 14,498 shares; 2026Q1: 14,508 shares 14,508 $284K 0.03% +10 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: 1,121 shares; 2024Q4: 1,117 shares; 2025Q1: 1,074 shares; 2025Q2: 1,035 shares; 2025Q3: 1,026 shares; 2025Q4: 1,065 shares; 2026Q1: 1,087 shares 1,087 $283K 0.03% +22 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: not reported; 2024Q4: not reported; 2025Q1: 2,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,867 shares; 2026Q1: 3,011 shares 3,011 $280K 0.03% +144 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: 1,914 shares; 2024Q4: 1,708 shares; 2025Q1: 1,717 shares; 2025Q2: 1,745 shares; 2025Q3: 1,588 shares; 2025Q4: 2,065 shares; 2026Q1: 2,164 shares 2,164 $279K 0.03% +99 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: 2,938 shares; 2025Q3: 2,765 shares; 2025Q4: 2,157 shares; 2026Q1: 2,219 shares 2,219 $278K 0.03% +62 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares 1,102 $276K 0.03% new Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,162 shares; 2025Q3: 16,712 shares; 2025Q4: 14,792 shares; 2026Q1: 17,595 shares 17,595 $275K 0.03% +2,803 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares; 2026Q1: 1,287 shares 1,287 $275K 0.03% +65 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,698 shares; 2025Q4: 1,703 shares; 2026Q1: 1,698 shares 1,698 $275K 0.03% -5 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: 1,320 shares; 2024Q4: 1,349 shares; 2025Q1: 1,354 shares; 2025Q2: 1,340 shares; 2025Q3: 1,337 shares; 2025Q4: 1,313 shares; 2026Q1: 1,317 shares 1,317 $275K 0.03% +4 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,017 shares; 2025Q1: 2,115 shares; 2025Q2: 2,164 shares; 2025Q3: 2,088 shares; 2025Q4: 2,126 shares; 2026Q1: 2,006 shares 2,006 $273K 0.03% -120 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,106 shares; 2025Q3: 6,106 shares; 2025Q4: 6,396 shares; 2026Q1: 6,398 shares 6,398 $272K 0.03% +2 Timeline UPRO 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: 2,599 shares; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: 2,890 shares; 2025Q4: 2,824 shares; 2026Q1: 2,781 shares 2,781 $270K 0.03% -43 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,781 shares; 2025Q1: 4,304 shares; 2025Q2: 3,732 shares; 2025Q3: 3,654 shares; 2025Q4: 3,586 shares; 2026Q1: 3,218 shares 3,218 $270K 0.03% -368 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,208 shares; 2025Q2: 1,228 shares; 2025Q3: 1,241 shares; 2025Q4: 1,316 shares; 2026Q1: 1,364 shares 1,364 $269K 0.03% +48 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,622 shares; 2025Q1: 2,769 shares; 2025Q2: 2,762 shares; 2025Q3: 2,797 shares; 2025Q4: 2,794 shares; 2026Q1: 2,907 shares 2,907 $269K 0.03% +113 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: 1,202 shares; 2024Q4: 1,203 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,202 shares; 2025Q4: 1,245 shares; 2026Q1: 1,230 shares 1,230 $267K 0.03% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,792 shares; 2026Q1: 5,618 shares 5,618 $264K 0.03% -174 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,174 shares 5,174 $263K 0.03% new 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: 2,238 shares; 2024Q4: 2,828 shares; 2025Q1: 3,224 shares; 2025Q2: 3,166 shares; 2025Q3: 3,098 shares; 2025Q4: not reported; 2026Q1: 2,922 shares 2,922 $262K 0.03% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 16,594 shares; 2026Q1: 16,594 shares 16,594 $260K 0.03% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 5,459 shares; 2025Q1: 7,548 shares; 2025Q2: 9,519 shares; 2025Q3: 10,392 shares; 2025Q4: 11,750 shares; 2026Q1: 2,766 shares 2,766 $260K 0.03% -8,984 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 3,393 shares 3,393 $258K 0.03% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 2,910 shares 2,910 $257K 0.03% -519 Timeline NEAR 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: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 5,097 shares; 2025Q2: 5,041 shares; 2025Q3: 5,041 shares; 2025Q4: 5,041 shares; 2026Q1: 5,041 shares 5,041 $256K 0.03% 0 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: not reported; 2024Q4: 431 shares; 2025Q1: 423 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 536 shares; 2026Q1: 603 shares 603 $256K 0.03% +67 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,209 shares; 2025Q1: 3,771 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 2,553 shares; 2026Q1: 3,258 shares 3,258 $255K 0.03% +705 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 9,893 shares; 2025Q1: 9,977 shares; 2025Q2: 12,532 shares; 2025Q3: 9,396 shares; 2025Q4: 9,450 shares; 2026Q1: 9,597 shares 9,597 $254K 0.03% +147 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: 4,227 shares; 2024Q4: 8,454 shares; 2025Q1: 9,338 shares; 2025Q2: not reported; 2025Q3: 7,268 shares; 2025Q4: not reported; 2026Q1: 8,712 shares 8,712 $253K 0.03% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares 3,066 $253K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,372 shares 2,372 $251K 0.03% new Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 5,941 shares; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,941 shares; 2026Q1: 5,941 shares 5,941 $251K 0.03% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 2,124 shares 2,124 $251K 0.03% new 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: 1,547 shares; 2024Q4: 1,550 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,049 shares 2,049 $248K 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,053 shares 5,053 $247K 0.03% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,655 shares; 2025Q1: 3,629 shares; 2025Q2: 3,392 shares; 2025Q3: 3,535 shares; 2025Q4: not reported; 2026Q1: 1,570 shares 1,570 $247K 0.03% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,370 shares; 2024Q4: 27,370 shares; 2025Q1: 27,370 shares; 2025Q2: 27,370 shares; 2025Q3: 27,370 shares; 2025Q4: 27,370 shares; 2026Q1: 27,370 shares 27,370 $246K 0.03% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 413 shares; 2025Q1: 415 shares; 2025Q2: 410 shares; 2025Q3: 411 shares; 2025Q4: 409 shares; 2026Q1: 454 shares 454 $245K 0.03% +45 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,499 shares 6,499 $244K 0.03% new Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly 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: 18,700 shares 18,700 $238K 0.03% new Timeline EMGF 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: 6,320 shares; 2024Q4: 6,762 shares; 2025Q1: 8,993 shares; 2025Q2: 9,877 shares; 2025Q3: 9,179 shares; 2025Q4: 8,906 shares; 2026Q1: 3,941 shares 3,941 $238K 0.03% -4,965 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 29,473 shares; 2025Q1: 12,616 shares; 2025Q2: 4,437 shares; 2025Q3: 5,124 shares; 2025Q4: 6,882 shares; 2026Q1: 2,735 shares 2,735 $237K 0.03% -4,147 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares 1,222 $237K 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,306 shares; 2025Q1: not reported; 2025Q2: 2,290 shares; 2025Q3: 2,287 shares; 2025Q4: not reported; 2026Q1: 2,315 shares 2,315 $236K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares 831 $236K 0.03% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 7,831 shares; 2025Q1: 7,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,857 shares 8,857 $236K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 776 shares; 2025Q3: 785 shares; 2025Q4: 796 shares; 2026Q1: 805 shares 805 $235K 0.03% +9 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,056 shares 4,056 $231K 0.03% -35 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: 7,567 shares; 2025Q4: 7,567 shares; 2026Q1: 7,567 shares 7,567 $231K 0.03% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,777 shares 2,777 $229K 0.03% new Timeline PZA 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: 9,944 shares 9,944 $229K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,808 shares 1,808 $228K 0.03% 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: 847 shares; 2024Q4: 1,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares; 2026Q1: 665 shares 665 $228K 0.03% +49 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: 826 shares; 2024Q4: 496 shares; 2025Q1: 495 shares; 2025Q2: 483 shares; 2025Q3: 461 shares; 2025Q4: 464 shares; 2026Q1: 491 shares 491 $226K 0.03% +27 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 6,901 shares; 2025Q1: 6,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,397 shares 4,397 $226K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $225K 0.03% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,331 shares; 2025Q4: not reported; 2026Q1: 4,799 shares 4,799 $225K 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 991 shares; 2026Q1: 1,092 shares 1,092 $225K 0.03% +101 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,098 shares; 2025Q4: 2,421 shares; 2026Q1: 1,859 shares 1,859 $225K 0.03% -562 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,236 shares 6,236 $224K 0.03% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,776 shares; 2026Q1: 8,776 shares 8,776 $222K 0.03% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,621 shares; 2025Q4: 5,079 shares; 2026Q1: 4,033 shares 4,033 $221K 0.03% -1,046 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: 339 shares; 2024Q4: 364 shares; 2025Q1: 325 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 353 shares; 2026Q1: 303 shares 303 $221K 0.03% -50 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: 4,887 shares; 2024Q4: 4,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,244 shares 4,244 $221K 0.03% +153 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,947 shares 7,947 $216K 0.03% new 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: not reported; 2024Q4: 13,455 shares; 2025Q1: 13,455 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: 8,705 shares; 2026Q1: 8,705 shares 8,705 $216K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares 2,660 $210K 0.03% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 8,283 shares 8,283 $208K 0.03% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,760 shares 3,760 $208K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $207K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,776 shares; 2025Q4: not reported; 2026Q1: 2,232 shares 2,232 $206K 0.03% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,340 shares 3,340 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456 $203K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,307 shares; 2025Q4: 13,868 shares; 2026Q1: 16,058 shares 16,058 $181K 0.02% +2,190 Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $164K 0.02% 0 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,473 shares; 2026Q1: 13,834 shares 13,834 $109K 0.01% +1,361 Timeline ELTX ELICIO THERAPEUTICS INC More: the full row for ELICIO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $107K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,285 shares 13,285 $105K 0.01% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,425 shares; 2026Q1: 21,425 shares 21,425 $94.1K 0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,212 shares 10,212 $78.3K 0.01% new Timeline HELP CYBIN INC More: the full row for CYBIN 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: 10,290 shares; 2025Q4: not reported; 2026Q1: 10,290 shares 10,290 $49.4K 0.01% new Timeline GNPX GENPREX INC More: the full row for GENPREX 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: 20,000 shares 20,000 $36.2K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 23,820 shares; 2025Q1: 24,337 shares; 2025Q2: 21,496 shares; 2025Q3: 16,790 shares; 2025Q4: 15,843 shares; 2026Q1: 16,945 shares 16,945 $35.9K <0.01% +1,102 Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,559 shares; 2026Q1: 12,559 shares 12,559 $21.9K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,211 shares; 2024Q4: 44,211 shares; 2025Q1: 44,211 shares; 2025Q2: 44,211 shares; 2025Q3: 44,211 shares; 2025Q4: 28,480 shares; 2026Q1: 28,480 shares 28,480 $17.9K <0.01% 0 Timeline