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: 530,163 shares; 2024Q4: 460,855 shares; 2025Q1: 470,041 shares; 2025Q2: 817,453 shares; 2025Q3: 810,877 shares; 2025Q4: 817,895 shares; 2026Q1: 824,223 shares 824,223 $360M 2.68% +6,328 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,371 shares; 2024Q4: 523,864 shares; 2025Q1: 1,120,919 shares; 2025Q2: 1,539,575 shares; 2025Q3: 1,412,197 shares; 2025Q4: 1,626,452 shares; 2026Q1: 1,954,232 shares 1,954,232 $303M 2.25% +327,780 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701,955 shares; 2025Q1: 4,754,903 shares; 2025Q2: 6,823,572 shares; 2025Q3: 7,024,080 shares; 2025Q4: 7,494,580 shares; 2026Q1: 7,977,528 shares 7,977,528 $289M 2.15% +482,948 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366,598 shares; 2024Q4: 1,803,053 shares; 2025Q1: 2,409,463 shares; 2025Q2: 2,288,487 shares; 2025Q3: 2,343,492 shares; 2025Q4: 2,594,909 shares; 2026Q1: 2,788,906 shares 2,788,906 $285M 2.12% +193,997 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: 502,291 shares; 2024Q4: 612,032 shares; 2025Q1: 669,867 shares; 2025Q2: 735,881 shares; 2025Q3: 781,670 shares; 2025Q4: 902,994 shares; 2026Q1: 985,181 shares 985,181 $250M 1.86% +82,187 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,510 shares; 2024Q4: 212,848 shares; 2025Q1: 264,917 shares; 2025Q2: 253,955 shares; 2025Q3: 263,998 shares; 2025Q4: 288,582 shares; 2026Q1: 321,276 shares 321,276 $210M 1.56% +32,694 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: 326,239 shares; 2024Q4: 486,396 shares; 2025Q1: 649,837 shares; 2025Q2: 702,752 shares; 2025Q3: 764,127 shares; 2025Q4: 969,912 shares; 2026Q1: 1,145,825 shares 1,145,825 $200M 1.49% +175,913 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,106 shares; 2024Q4: 244,655 shares; 2025Q1: 359,838 shares; 2025Q2: 357,827 shares; 2025Q3: 538,959 shares; 2025Q4: 632,742 shares; 2026Q1: 542,393 shares 542,393 $199M 1.48% -90,349 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: 141,463 shares; 2024Q4: 140,213 shares; 2025Q1: 189,826 shares; 2025Q2: 875,974 shares; 2025Q3: 892,908 shares; 2025Q4: 969,104 shares; 2026Q1: 997,691 shares 997,691 $196M 1.46% +28,587 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: 189,281 shares; 2024Q4: 522,946 shares; 2025Q1: 1,782,126 shares; 2025Q2: 1,778,292 shares; 2025Q3: 2,492,196 shares; 2025Q4: 2,922,087 shares; 2026Q1: 3,352,902 shares 3,352,902 $195M 1.45% +430,815 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540,355 shares; 2024Q4: 582,474 shares; 2025Q1: 588,737 shares; 2025Q2: 639,168 shares; 2025Q3: 831,915 shares; 2025Q4: 1,261,768 shares; 2026Q1: 1,336,897 shares 1,336,897 $194M 1.44% +75,129 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318,176 shares; 2024Q4: 4,517,491 shares; 2025Q1: 4,499,400 shares; 2025Q2: 5,089,319 shares; 2025Q3: 5,380,575 shares; 2025Q4: 5,757,906 shares; 2026Q1: 6,208,354 shares 6,208,354 $178M 1.32% +450,448 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: 155,373 shares; 2024Q4: 394,763 shares; 2025Q1: 1,063,925 shares; 2025Q2: 1,710,720 shares; 2025Q3: 2,286,227 shares; 2025Q4: 2,272,686 shares; 2026Q1: 2,370,127 shares 2,370,127 $176M 1.31% +97,441 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: 491,002 shares; 2024Q4: 344,955 shares; 2025Q1: 360,223 shares; 2025Q2: 299,850 shares; 2025Q3: 294,519 shares; 2025Q4: 282,059 shares; 2026Q1: 274,941 shares 274,941 $164M 1.22% -7,118 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: 4,981,377 shares 4,981,377 $160M 1.19% new 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: 180,464 shares; 2024Q4: 221,381 shares; 2025Q1: 250,768 shares; 2025Q2: 303,473 shares; 2025Q3: 334,756 shares; 2025Q4: 367,461 shares; 2026Q1: 431,780 shares 431,780 $160M 1.19% +64,319 Timeline AVNM 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: 1,712,314 shares; 2025Q3: 1,782,622 shares; 2025Q4: 1,944,852 shares; 2026Q1: 2,026,345 shares 2,026,345 $154M 1.15% +81,493 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,663 shares; 2025Q1: 50,021 shares; 2025Q2: 41,352 shares; 2025Q3: 2,430,797 shares; 2025Q4: 2,598,695 shares; 2026Q1: 2,822,911 shares 2,822,911 $143M 1.06% +224,216 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,472,002 shares; 2025Q4: 5,819,517 shares; 2026Q1: 6,387,075 shares 6,387,075 $139M 1.03% +567,558 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: 84,768 shares; 2024Q4: 134,467 shares; 2025Q1: 159,736 shares; 2025Q2: 166,065 shares; 2025Q3: 184,939 shares; 2025Q4: 177,423 shares; 2026Q1: 234,335 shares 234,335 $135M 1.01% +56,912 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: 469,493 shares; 2024Q4: 533,318 shares; 2025Q1: 705,465 shares; 2025Q2: 1,375,153 shares; 2025Q3: 1,926,789 shares; 2025Q4: 2,584,820 shares; 2026Q1: 1,878,466 shares 1,878,466 $131M 0.97% -706,354 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: 822,994 shares; 2024Q4: 910,780 shares; 2025Q1: 1,074,026 shares; 2025Q2: 1,139,622 shares; 2025Q3: 1,184,090 shares; 2025Q4: 1,271,085 shares; 2026Q1: 1,363,626 shares 1,363,626 $129M 0.96% +92,541 Timeline CWI 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: 220,209 shares; 2024Q4: 272,158 shares; 2025Q1: 276,121 shares; 2025Q2: 276,442 shares; 2025Q3: 2,795,582 shares; 2025Q4: 3,186,018 shares; 2026Q1: 3,488,600 shares 3,488,600 $128M 0.95% +302,582 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: 27,824 shares; 2024Q4: 325,476 shares; 2025Q1: 1,170,043 shares; 2025Q2: 1,348,323 shares; 2025Q3: 2,006,972 shares; 2025Q4: 2,218,853 shares; 2026Q1: 2,374,421 shares 2,374,421 $123M 0.92% +155,568 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: 99,321 shares; 2024Q4: 169,574 shares; 2025Q1: 1,161,141 shares; 2025Q2: 1,745,592 shares; 2025Q3: 2,753,378 shares; 2025Q4: 2,541,072 shares; 2026Q1: 5,260,410 shares 5,260,410 $121M 0.9% +2,719,338 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333,822 shares; 2025Q3: 2,419,736 shares; 2025Q4: 2,635,628 shares; 2026Q1: 2,822,537 shares 2,822,537 $111M 0.83% +186,909 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: 205,691 shares; 2024Q4: 283,663 shares; 2025Q1: 310,844 shares; 2025Q2: 381,763 shares; 2025Q3: 409,544 shares; 2025Q4: 481,288 shares; 2026Q1: 502,724 shares 502,724 $105M 0.78% +21,436 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: 50,606 shares; 2024Q4: 57,718 shares; 2025Q1: 153,946 shares; 2025Q2: 197,035 shares; 2025Q3: 254,121 shares; 2025Q4: 313,237 shares; 2026Q1: 358,773 shares 358,773 $103M 0.77% +45,536 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: 119,733 shares; 2024Q4: 177,004 shares; 2025Q1: 206,512 shares; 2025Q2: 262,287 shares; 2025Q3: 283,964 shares; 2025Q4: 331,200 shares; 2026Q1: 338,760 shares 338,760 $97.4M 0.72% +7,560 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: 109,851 shares; 2024Q4: 195,989 shares; 2025Q1: 512,286 shares; 2025Q2: 654,157 shares; 2025Q3: 697,503 shares; 2025Q4: 465,944 shares; 2026Q1: 501,905 shares 501,905 $96.3M 0.72% +35,961 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: 69,900 shares; 2024Q4: 77,490 shares; 2025Q1: 104,581 shares; 2025Q2: 122,226 shares; 2025Q3: 2,107,661 shares; 2025Q4: 2,193,385 shares; 2026Q1: 2,307,167 shares 2,307,167 $88.6M 0.66% +113,782 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: 351,340 shares; 2024Q4: 268,898 shares; 2025Q1: 340,859 shares; 2025Q2: 370,968 shares; 2025Q3: 396,272 shares; 2025Q4: 305,016 shares; 2026Q1: 275,951 shares 275,951 $88.5M 0.66% -29,065 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: 62,055 shares; 2024Q4: 111,238 shares; 2025Q1: 128,564 shares; 2025Q2: 205,829 shares; 2025Q3: 209,664 shares; 2025Q4: 252,009 shares; 2026Q1: 283,693 shares 283,693 $87.8M 0.65% +31,684 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: 149,362 shares; 2024Q4: 178,251 shares; 2025Q1: 712,718 shares; 2025Q2: 852,299 shares; 2025Q3: 1,492,094 shares; 2025Q4: 1,578,470 shares; 2026Q1: 1,657,452 shares 1,657,452 $83.5M 0.62% +78,982 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: 658,567 shares; 2025Q3: 1,659,696 shares; 2025Q4: 2,167,273 shares; 2026Q1: 2,517,315 shares 2,517,315 $82.9M 0.62% +350,042 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 32,658 shares; 2025Q1: 98,146 shares; 2025Q2: 125,976 shares; 2025Q3: 160,608 shares; 2025Q4: 303,634 shares; 2026Q1: 345,340 shares 345,340 $82.9M 0.62% +41,706 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: 75,710 shares; 2024Q4: 82,222 shares; 2025Q1: 177,886 shares; 2025Q2: 213,314 shares; 2025Q3: 258,587 shares; 2025Q4: 286,260 shares; 2026Q1: 310,293 shares 310,293 $81.3M 0.6% +24,033 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: 937,156 shares; 2024Q4: 848,194 shares; 2025Q1: 863,030 shares; 2025Q2: 860,493 shares; 2025Q3: 838,845 shares; 2025Q4: 827,666 shares; 2026Q1: 815,120 shares 815,120 $80.2M 0.6% -12,546 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: 241,794 shares; 2024Q4: 328,969 shares; 2025Q1: 897,368 shares; 2025Q2: 910,873 shares; 2025Q3: 1,036,609 shares; 2025Q4: 1,015,856 shares; 2026Q1: 1,047,183 shares 1,047,183 $77.1M 0.57% +31,327 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: 106,797 shares; 2024Q4: 118,717 shares; 2025Q1: 153,966 shares; 2025Q2: 262,942 shares; 2025Q3: 1,510,100 shares; 2025Q4: 1,802,258 shares; 2026Q1: 1,910,571 shares 1,910,571 $76.8M 0.57% +108,313 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: 409,835 shares; 2024Q4: 401,327 shares; 2025Q1: 227,761 shares; 2025Q2: 298,904 shares; 2025Q3: 1,690,161 shares; 2025Q4: 1,754,850 shares; 2026Q1: 1,792,844 shares 1,792,844 $76.3M 0.57% +37,994 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055,592 shares; 2025Q3: 1,513,495 shares; 2025Q4: 1,775,454 shares; 2026Q1: 2,065,477 shares 2,065,477 $74.8M 0.56% +290,023 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: 169,433 shares; 2024Q4: 202,477 shares; 2025Q1: 227,310 shares; 2025Q2: 272,975 shares; 2025Q3: 318,099 shares; 2025Q4: 347,295 shares; 2026Q1: 385,315 shares 385,315 $65.4M 0.49% +38,020 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,965 shares; 2024Q4: 375,478 shares; 2025Q1: 527,883 shares; 2025Q2: 625,677 shares; 2025Q3: 909,795 shares; 2025Q4: 1,234,060 shares; 2026Q1: 1,357,368 shares 1,357,368 $63.7M 0.47% +123,308 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: 76,916 shares; 2024Q4: 82,529 shares; 2025Q1: 90,837 shares; 2025Q2: 111,944 shares; 2025Q3: 119,564 shares; 2025Q4: 125,928 shares; 2026Q1: 127,305 shares 127,305 $61M 0.45% +1,377 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: 103,890 shares; 2024Q4: 120,300 shares; 2025Q1: 129,839 shares; 2025Q2: 150,998 shares; 2025Q3: 155,017 shares; 2025Q4: 193,757 shares; 2026Q1: 209,494 shares 209,494 $60.1M 0.45% +15,737 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: 812,163 shares; 2024Q4: 875,114 shares; 2025Q1: 518,543 shares; 2025Q2: 923,302 shares; 2025Q3: 929,372 shares; 2025Q4: 940,699 shares; 2026Q1: 933,569 shares 933,569 $59.8M 0.44% -7,130 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: 147,041 shares; 2025Q1: 165,048 shares; 2025Q2: 79,331 shares; 2025Q3: 465,545 shares; 2025Q4: 593,799 shares; 2026Q1: 839,041 shares 839,041 $59.4M 0.44% +245,242 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,848 shares; 2024Q4: 88,745 shares; 2025Q1: 133,012 shares; 2025Q2: 191,658 shares; 2025Q3: 2,259,377 shares; 2025Q4: 2,386,398 shares; 2026Q1: 2,487,719 shares 2,487,719 $55.6M 0.41% +101,321 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,984 shares; 2025Q2: 115,220 shares; 2025Q3: 1,935,910 shares; 2025Q4: 2,035,628 shares; 2026Q1: 2,107,722 shares 2,107,722 $55.3M 0.41% +72,094 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: 38,185 shares; 2024Q4: 51,228 shares; 2025Q1: 60,974 shares; 2025Q2: 78,407 shares; 2025Q3: 84,670 shares; 2025Q4: 101,346 shares; 2026Q1: 95,625 shares 95,625 $54.7M 0.41% -5,721 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: 18,563 shares; 2024Q4: 51,538 shares; 2025Q1: 231,497 shares; 2025Q2: 350,876 shares; 2025Q3: 578,361 shares; 2025Q4: 649,154 shares; 2026Q1: 595,990 shares 595,990 $52.5M 0.39% -53,164 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,652 shares; 2024Q4: 145,888 shares; 2025Q1: 825,862 shares; 2025Q2: 1,916,661 shares; 2025Q3: 1,834,030 shares; 2025Q4: 1,731,654 shares; 2026Q1: 1,802,481 shares 1,802,481 $52.5M 0.39% +70,827 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: 68,365 shares; 2024Q4: 95,629 shares; 2025Q1: 111,410 shares; 2025Q2: 151,463 shares; 2025Q3: 157,871 shares; 2025Q4: 171,329 shares; 2026Q1: 177,870 shares 177,870 $52.3M 0.39% +6,541 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: 87,417 shares; 2024Q4: 101,111 shares; 2025Q1: 137,423 shares; 2025Q2: 179,717 shares; 2025Q3: 186,501 shares; 2025Q4: 194,854 shares; 2026Q1: 213,524 shares 213,524 $52.2M 0.39% +18,670 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591,317 shares; 2024Q4: 603,255 shares; 2025Q1: 497,933 shares; 2025Q2: 525,301 shares; 2025Q3: 494,220 shares; 2025Q4: 537,327 shares; 2026Q1: 529,851 shares 529,851 $51.9M 0.39% -7,476 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: 88,596 shares; 2024Q4: 94,896 shares; 2025Q1: 76,989 shares; 2025Q2: 80,037 shares; 2025Q3: 76,490 shares; 2025Q4: 79,904 shares; 2026Q1: 79,392 shares 79,392 $51.6M 0.38% -512 Timeline CGSD 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: 20,427 shares; 2025Q3: 1,822,843 shares; 2025Q4: 1,910,928 shares; 2026Q1: 1,982,361 shares 1,982,361 $51.1M 0.38% +71,433 Timeline SCHO 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: 192,581 shares; 2024Q4: 469,058 shares; 2025Q1: 901,340 shares; 2025Q2: 1,092,969 shares; 2025Q3: 1,562,292 shares; 2025Q4: 1,889,316 shares; 2026Q1: 2,057,653 shares 2,057,653 $49.9M 0.37% +168,337 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: 1,766,915 shares; 2024Q4: 1,965,057 shares; 2025Q1: 914,547 shares; 2025Q2: 696,657 shares; 2025Q3: 639,047 shares; 2025Q4: 587,729 shares; 2026Q1: 541,491 shares 541,491 $49M 0.36% -46,238 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: 107,150 shares; 2024Q4: 145,435 shares; 2025Q1: 159,330 shares; 2025Q2: 253,098 shares; 2025Q3: 308,438 shares; 2025Q4: 340,015 shares; 2026Q1: 393,029 shares 393,029 $48.8M 0.36% +53,014 Timeline BIL 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: 16,545 shares; 2024Q4: 20,314 shares; 2025Q1: 30,952 shares; 2025Q2: 65,014 shares; 2025Q3: 396,427 shares; 2025Q4: 322,727 shares; 2026Q1: 517,551 shares 517,551 $47.4M 0.35% +194,824 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: 379,030 shares; 2024Q4: 1,002,360 shares; 2025Q1: 954,107 shares; 2025Q2: 968,544 shares; 2025Q3: 830,507 shares; 2025Q4: 1,568,399 shares; 2026Q1: 1,535,104 shares 1,535,104 $47.1M 0.35% -33,295 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: 6,197 shares; 2024Q4: 96,059 shares; 2025Q1: 88,562 shares; 2025Q2: 463,616 shares; 2025Q3: 710,280 shares; 2025Q4: 780,508 shares; 2026Q1: 905,012 shares 905,012 $45.3M 0.34% +124,504 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: 425,458 shares; 2024Q4: 458,418 shares; 2025Q1: 531,998 shares; 2025Q2: 521,949 shares; 2025Q3: 569,250 shares; 2025Q4: 527,299 shares; 2026Q1: 1,123,648 shares 1,123,648 $43.7M 0.32% +596,349 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: 126,839 shares; 2024Q4: 134,359 shares; 2025Q1: 221,568 shares; 2025Q2: 259,882 shares; 2025Q3: 271,703 shares; 2025Q4: 278,479 shares; 2026Q1: 290,905 shares 290,905 $43.1M 0.32% +12,426 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: 15,930 shares; 2024Q4: 18,842 shares; 2025Q1: 21,592 shares; 2025Q2: 32,208 shares; 2025Q3: 32,724 shares; 2025Q4: 35,169 shares; 2026Q1: 42,027 shares 42,027 $41.9M 0.31% +6,858 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,867 shares; 2025Q2: 39,691 shares; 2025Q3: 1,316,034 shares; 2025Q4: 1,360,431 shares; 2026Q1: 1,404,021 shares 1,404,021 $41.2M 0.31% +43,590 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: 92,460 shares; 2024Q4: 103,837 shares; 2025Q1: 110,788 shares; 2025Q2: 135,677 shares; 2025Q3: 221,319 shares; 2025Q4: 254,445 shares; 2026Q1: 284,647 shares 284,647 $41.1M 0.31% +30,202 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: 35,652 shares; 2024Q4: 53,311 shares; 2025Q1: 58,938 shares; 2025Q2: 77,109 shares; 2025Q3: 83,957 shares; 2025Q4: 99,176 shares; 2026Q1: 109,284 shares 109,284 $40.6M 0.3% +10,108 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: 14,244 shares; 2024Q4: 20,551 shares; 2025Q1: 25,303 shares; 2025Q2: 32,430 shares; 2025Q3: 34,469 shares; 2025Q4: 38,034 shares; 2026Q1: 43,559 shares 43,559 $40.1M 0.3% +5,525 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082,709 shares; 2025Q4: 1,114,156 shares; 2026Q1: 1,131,539 shares 1,131,539 $37.5M 0.28% +17,383 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: 662,575 shares; 2024Q4: 634,431 shares; 2025Q1: 461,509 shares; 2025Q2: 453,596 shares; 2025Q3: 444,895 shares; 2025Q4: 445,773 shares; 2026Q1: 432,959 shares 432,959 $33.1M 0.25% -12,814 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: 15,441 shares; 2024Q4: 20,178 shares; 2025Q1: 21,373 shares; 2025Q2: 30,639 shares; 2025Q3: 33,381 shares; 2025Q4: 42,512 shares; 2026Q1: 46,270 shares 46,270 $32.8M 0.24% +3,758 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: 68,254 shares; 2024Q4: 81,697 shares; 2025Q1: 96,409 shares; 2025Q2: 125,966 shares; 2025Q3: 139,451 shares; 2025Q4: 137,637 shares; 2026Q1: 153,801 shares 153,801 $31.8M 0.24% +16,164 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: 101,886 shares; 2024Q4: 99,143 shares; 2025Q1: 97,439 shares; 2025Q2: 100,713 shares; 2025Q3: 104,919 shares; 2025Q4: 244,511 shares; 2026Q1: 251,474 shares 251,474 $31.3M 0.23% +6,963 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,970 shares; 2024Q4: 54,635 shares; 2025Q1: 32,643 shares; 2025Q2: 169,586 shares; 2025Q3: 160,742 shares; 2025Q4: 143,889 shares; 2026Q1: 141,395 shares 141,395 $30.7M 0.23% -2,494 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,707 shares; 2025Q3: 94,453 shares; 2025Q4: 245,051 shares; 2026Q1: 419,457 shares 419,457 $29.5M 0.22% +174,406 Timeline CGUI 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: 1,066,035 shares; 2025Q4: 1,117,817 shares; 2026Q1: 1,160,126 shares 1,160,126 $29.3M 0.22% +42,309 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: 76,983 shares; 2024Q4: 259,698 shares; 2025Q1: 448,737 shares; 2025Q2: 553,717 shares; 2025Q3: 155,659 shares; 2025Q4: 211,861 shares; 2026Q1: 251,742 shares 251,742 $28M 0.21% +39,881 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: 125,371 shares; 2024Q4: 135,552 shares; 2025Q1: 214,275 shares; 2025Q2: 354,384 shares; 2025Q3: 308,232 shares; 2025Q4: 282,439 shares; 2026Q1: 554,843 shares 554,843 $27.7M 0.21% +272,404 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: 39,485 shares; 2024Q4: 52,121 shares; 2025Q1: 59,030 shares; 2025Q2: 82,839 shares; 2025Q3: 81,286 shares; 2025Q4: 89,023 shares; 2026Q1: 91,458 shares 91,458 $27.6M 0.21% +2,435 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492,567 shares; 2025Q4: 505,562 shares; 2026Q1: 553,773 shares 553,773 $27.5M 0.2% +48,211 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: 146,764 shares; 2024Q4: 280,000 shares; 2025Q1: 222,594 shares; 2025Q2: 230,405 shares; 2025Q3: 235,085 shares; 2025Q4: 236,719 shares; 2026Q1: 240,383 shares 240,383 $27.2M 0.2% +3,664 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: 49,028 shares; 2024Q4: 54,621 shares; 2025Q1: 122,972 shares; 2025Q2: 196,403 shares; 2025Q3: 193,622 shares; 2025Q4: 228,835 shares; 2026Q1: 255,935 shares 255,935 $27.2M 0.2% +27,100 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: 38,985 shares; 2024Q4: 47,666 shares; 2025Q1: 55,063 shares; 2025Q2: 74,452 shares; 2025Q3: 77,729 shares; 2025Q4: 77,793 shares; 2026Q1: 81,318 shares 81,318 $26.7M 0.2% +3,525 Timeline IBTH ISHARES 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: 22,789 shares; 2025Q3: 22,950 shares; 2025Q4: 1,169,742 shares; 2026Q1: 1,187,645 shares 1,187,645 $26.6M 0.2% +17,903 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: 89,161 shares; 2024Q4: 99,793 shares; 2025Q1: 116,709 shares; 2025Q2: 199,259 shares; 2025Q3: 206,621 shares; 2025Q4: 231,689 shares; 2026Q1: 345,534 shares 345,534 $26.3M 0.2% +113,845 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,694 shares; 2025Q2: 72,326 shares; 2025Q3: 92,403 shares; 2025Q4: 93,983 shares; 2026Q1: 575,358 shares 575,358 $26.2M 0.19% +481,375 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,774 shares; 2024Q4: 138,187 shares; 2025Q1: 148,627 shares; 2025Q2: 397,493 shares; 2025Q3: 401,039 shares; 2025Q4: 400,925 shares; 2026Q1: 563,331 shares 563,331 $26.1M 0.19% +162,406 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,975 shares; 2025Q4: 748,715 shares; 2026Q1: 770,904 shares 770,904 $26.1M 0.19% +22,189 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: 3,495 shares; 2024Q4: 6,058 shares; 2025Q1: 74,245 shares; 2025Q2: 137,877 shares; 2025Q3: 149,926 shares; 2025Q4: 158,478 shares; 2026Q1: 241,506 shares 241,506 $25.7M 0.19% +83,028 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,411 shares; 2024Q4: 53,680 shares; 2025Q1: 53,653 shares; 2025Q2: 53,662 shares; 2025Q3: 53,369 shares; 2025Q4: 53,951 shares; 2026Q1: 62,819 shares 62,819 $25.6M 0.19% +8,868 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: 106,326 shares; 2024Q4: 87,892 shares; 2025Q1: 59,090 shares; 2025Q2: 38,134 shares; 2025Q3: 20,527 shares; 2025Q4: 711,579 shares; 2026Q1: 751,276 shares 751,276 $25.2M 0.19% +39,697 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: 3,321 shares; 2024Q4: 79,750 shares; 2025Q1: 89,526 shares; 2025Q2: 85,249 shares; 2025Q3: 84,050 shares; 2025Q4: 84,883 shares; 2026Q1: 99,559 shares 99,559 $24.8M 0.18% +14,676 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 12,619 shares; 2025Q1: 371,485 shares; 2025Q2: 851,158 shares; 2025Q3: 814,992 shares; 2025Q4: 802,671 shares; 2026Q1: 804,791 shares 804,791 $24.5M 0.18% +2,120 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: 113,801 shares; 2024Q4: 152,061 shares; 2025Q1: 137,086 shares; 2025Q2: 153,422 shares; 2025Q3: 160,562 shares; 2025Q4: 178,806 shares; 2026Q1: 165,793 shares 165,793 $24.3M 0.18% -13,013 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,514 shares; 2024Q4: 30,743 shares; 2025Q1: 21,569 shares; 2025Q2: 96,816 shares; 2025Q3: 91,973 shares; 2025Q4: 81,868 shares; 2026Q1: 79,726 shares 79,726 $24.1M 0.18% -2,142 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: 8,579 shares; 2024Q4: 8,062 shares; 2025Q1: 7,942 shares; 2025Q2: 7,759 shares; 2025Q3: 7,759 shares; 2025Q4: 439,212 shares; 2026Q1: 458,213 shares 458,213 $24M 0.18% +19,001 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: 26,129 shares; 2024Q4: 30,427 shares; 2025Q1: 45,609 shares; 2025Q2: 70,494 shares; 2025Q3: 73,236 shares; 2025Q4: 76,797 shares; 2026Q1: 84,662 shares 84,662 $24M 0.18% +7,865 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: 21,664 shares; 2025Q1: 25,509 shares; 2025Q2: 36,004 shares; 2025Q3: 40,159 shares; 2025Q4: 66,421 shares; 2026Q1: 112,136 shares 112,136 $24M 0.18% +45,715 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,290 shares; 2024Q4: 179,814 shares; 2025Q1: 163,260 shares; 2025Q2: 177,977 shares; 2025Q3: 177,398 shares; 2025Q4: 177,497 shares; 2026Q1: 176,727 shares 176,727 $23.9M 0.18% -770 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 14,373 shares; 2025Q1: 192,141 shares; 2025Q2: 248,811 shares; 2025Q3: 386,837 shares; 2025Q4: 464,633 shares; 2026Q1: 525,643 shares 525,643 $23.7M 0.18% +61,010 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: 50,037 shares; 2024Q4: 68,722 shares; 2025Q1: 89,760 shares; 2025Q2: 124,198 shares; 2025Q3: 140,743 shares; 2025Q4: 158,043 shares; 2026Q1: 196,841 shares 196,841 $23.7M 0.18% +38,798 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: 54,006 shares; 2024Q4: 63,768 shares; 2025Q1: 72,919 shares; 2025Q2: 105,547 shares; 2025Q3: 105,429 shares; 2025Q4: 112,240 shares; 2026Q1: 121,268 shares 121,268 $23.4M 0.17% +9,028 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: 47,851 shares; 2024Q4: 49,226 shares; 2025Q1: 59,033 shares; 2025Q2: 79,581 shares; 2025Q3: 82,042 shares; 2025Q4: 93,295 shares; 2026Q1: 104,910 shares 104,910 $22.8M 0.17% +11,615 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: 31,639 shares; 2024Q4: 42,435 shares; 2025Q1: 51,601 shares; 2025Q2: 41,435 shares; 2025Q3: 52,673 shares; 2025Q4: 155,110 shares; 2026Q1: 368,614 shares 368,614 $22.4M 0.17% +213,504 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: 56,595 shares; 2024Q4: 65,699 shares; 2025Q1: 78,105 shares; 2025Q2: 114,344 shares; 2025Q3: 121,795 shares; 2025Q4: 136,635 shares; 2026Q1: 143,441 shares 143,441 $22.3M 0.17% +6,806 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: 74,083 shares; 2024Q4: 80,197 shares; 2025Q1: 102,979 shares; 2025Q2: 129,899 shares; 2025Q3: 141,729 shares; 2025Q4: 181,205 shares; 2026Q1: 335,656 shares 335,656 $22.1M 0.16% +154,451 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: 59,014 shares; 2024Q4: 92,054 shares; 2025Q1: 114,164 shares; 2025Q2: 141,757 shares; 2025Q3: 149,678 shares; 2025Q4: 137,747 shares; 2026Q1: 133,694 shares 133,694 $22.1M 0.16% -4,053 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: 572,111 shares; 2024Q4: 520,797 shares; 2025Q1: 290,626 shares; 2025Q2: 290,351 shares; 2025Q3: 244,726 shares; 2025Q4: 463,573 shares; 2026Q1: 479,913 shares 479,913 $21.9M 0.16% +16,340 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: 7,292 shares; 2024Q4: 12,414 shares; 2025Q1: 16,643 shares; 2025Q2: 17,245 shares; 2025Q3: 16,185 shares; 2025Q4: 44,105 shares; 2026Q1: 51,321 shares 51,321 $21.9M 0.16% +7,216 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: 10,482 shares; 2024Q4: 11,112 shares; 2025Q1: 1,712,700 shares; 2025Q2: 2,611,549 shares; 2025Q3: 381,609 shares; 2025Q4: 368,276 shares; 2026Q1: 316,932 shares 316,932 $21.7M 0.16% -51,344 Timeline RWL 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: 39,576 shares; 2024Q4: 167,218 shares; 2025Q1: 180,540 shares; 2025Q2: 163,121 shares; 2025Q3: 168,090 shares; 2025Q4: 175,248 shares; 2026Q1: 188,740 shares 188,740 $21.7M 0.16% +13,492 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: 7,897 shares; 2024Q4: 9,198 shares; 2025Q1: 61,121 shares; 2025Q2: 87,179 shares; 2025Q3: 82,714 shares; 2025Q4: 124,933 shares; 2026Q1: 446,486 shares 446,486 $21.5M 0.16% +321,553 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: 33,414 shares; 2024Q4: 74,384 shares; 2025Q1: 76,212 shares; 2025Q2: 83,350 shares; 2025Q3: 86,602 shares; 2025Q4: 103,211 shares; 2026Q1: 101,369 shares 101,369 $21.4M 0.16% -1,842 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: 24,242 shares; 2025Q1: 51,629 shares; 2025Q2: 53,894 shares; 2025Q3: 56,600 shares; 2025Q4: 95,640 shares; 2026Q1: 172,832 shares 172,832 $21.2M 0.16% +77,192 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427,886 shares; 2025Q1: 625,320 shares; 2025Q2: 373,221 shares; 2025Q3: 347,359 shares; 2025Q4: 870,013 shares; 2026Q1: 750,213 shares 750,213 $20.9M 0.16% -119,800 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: 4,067 shares; 2024Q4: not reported; 2025Q1: 136,740 shares; 2025Q2: 394,720 shares; 2025Q3: 436,287 shares; 2025Q4: 636,337 shares; 2026Q1: 698,182 shares 698,182 $20.3M 0.15% +61,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402,391 shares; 2025Q4: 411,316 shares; 2026Q1: 428,910 shares 428,910 $19.2M 0.14% +17,594 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: 291,617 shares; 2024Q4: 466,817 shares; 2025Q1: 348,973 shares; 2025Q2: 354,436 shares; 2025Q3: 312,533 shares; 2025Q4: 505,108 shares; 2026Q1: 416,141 shares 416,141 $19.2M 0.14% -88,967 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 104,005 shares; 2025Q1: 431,771 shares; 2025Q2: 465,081 shares; 2025Q3: 423,385 shares; 2025Q4: 725,392 shares; 2026Q1: 749,201 shares 749,201 $19.2M 0.14% +23,809 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,003 shares; 2024Q4: 248,759 shares; 2025Q1: 187,242 shares; 2025Q2: 223,866 shares; 2025Q3: 222,815 shares; 2025Q4: 268,371 shares; 2026Q1: 380,923 shares 380,923 $19.2M 0.14% +112,552 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: 51,237 shares; 2024Q4: 53,066 shares; 2025Q1: 53,838 shares; 2025Q2: 54,667 shares; 2025Q3: 56,930 shares; 2025Q4: 120,390 shares; 2026Q1: 144,123 shares 144,123 $19.2M 0.14% +23,733 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 10,060 shares; 2025Q1: 10,935 shares; 2025Q2: 17,678 shares; 2025Q3: 18,210 shares; 2025Q4: 20,448 shares; 2026Q1: 22,000 shares 22,000 $19M 0.14% +1,552 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: 8,043 shares; 2024Q4: 11,217 shares; 2025Q1: 13,269 shares; 2025Q2: 16,207 shares; 2025Q3: 17,069 shares; 2025Q4: 161,613 shares; 2026Q1: 197,645 shares 197,645 $19M 0.14% +36,032 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409,522 shares; 2025Q4: 425,441 shares; 2026Q1: 381,394 shares 381,394 $18.8M 0.14% -44,047 Timeline RDVI 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: 646,003 shares; 2025Q4: 673,128 shares; 2026Q1: 729,089 shares 729,089 $18.6M 0.14% +55,961 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: 76,720 shares; 2024Q4: 134,765 shares; 2025Q1: 172,578 shares; 2025Q2: 221,467 shares; 2025Q3: 236,024 shares; 2025Q4: 262,146 shares; 2026Q1: 239,687 shares 239,687 $18.6M 0.14% -22,459 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907,352 shares; 2025Q4: 934,855 shares; 2026Q1: 1,029,862 shares 1,029,862 $18.6M 0.14% +95,007 Timeline JNK 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: 4,843 shares; 2024Q4: 5,113 shares; 2025Q1: 6,704 shares; 2025Q2: 6,446 shares; 2025Q3: 6,113 shares; 2025Q4: 4,396 shares; 2026Q1: 192,967 shares 192,967 $18.5M 0.14% +188,571 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: 9,816 shares; 2024Q4: 10,557 shares; 2025Q1: 11,166 shares; 2025Q2: 19,057 shares; 2025Q3: 19,195 shares; 2025Q4: 20,715 shares; 2026Q1: 21,666 shares 21,666 $18.3M 0.14% +951 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602,802 shares; 2025Q4: 622,854 shares; 2026Q1: 687,572 shares 687,572 $18.3M 0.14% +64,718 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242,834 shares; 2024Q4: 1,312,543 shares; 2025Q1: 1,151,888 shares; 2025Q2: 1,202,637 shares; 2025Q3: 1,235,503 shares; 2025Q4: 1,322,577 shares; 2026Q1: 356,337 shares 356,337 $18.3M 0.14% -966,240 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 7,631 shares; 2025Q1: 6,682 shares; 2025Q2: 19,854 shares; 2025Q3: 19,555 shares; 2025Q4: 49,410 shares; 2026Q1: 166,961 shares 166,961 $18.2M 0.14% +117,551 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: 57,347 shares; 2024Q4: 55,657 shares; 2025Q1: 65,419 shares; 2025Q2: 71,925 shares; 2025Q3: 73,321 shares; 2025Q4: 76,610 shares; 2026Q1: 83,151 shares 83,151 $17.9M 0.13% +6,541 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: 17,852 shares; 2024Q4: 25,994 shares; 2025Q1: 25,401 shares; 2025Q2: 21,703 shares; 2025Q3: 22,478 shares; 2025Q4: 23,157 shares; 2026Q1: 70,663 shares 70,663 $17.5M 0.13% +47,506 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: 16,773 shares; 2024Q4: 21,207 shares; 2025Q1: 25,439 shares; 2025Q2: 31,120 shares; 2025Q3: 32,344 shares; 2025Q4: 36,860 shares; 2026Q1: 34,685 shares 34,685 $17.3M 0.13% -2,175 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: 114,974 shares; 2024Q4: 115,046 shares; 2025Q1: 83,222 shares; 2025Q2: 70,390 shares; 2025Q3: 71,659 shares; 2025Q4: 265,482 shares; 2026Q1: 281,329 shares 281,329 $17.2M 0.13% +15,847 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: 16,930 shares; 2024Q4: 36,730 shares; 2025Q1: 67,836 shares; 2025Q2: 86,478 shares; 2025Q3: 100,283 shares; 2025Q4: 176,777 shares; 2026Q1: 173,576 shares 173,576 $17.2M 0.13% -3,201 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 8,623 shares; 2025Q1: 14,258 shares; 2025Q2: 18,087 shares; 2025Q3: 12,908 shares; 2025Q4: 16,751 shares; 2026Q1: 87,282 shares 87,282 $16.8M 0.12% +70,531 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: 7,843 shares; 2024Q4: 70,978 shares; 2025Q1: 85,023 shares; 2025Q2: 70,375 shares; 2025Q3: 80,172 shares; 2025Q4: 79,796 shares; 2026Q1: 52,578 shares 52,578 $16.7M 0.12% -27,218 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,856 shares; 2025Q2: 28,757 shares; 2025Q3: 498,401 shares; 2025Q4: 508,723 shares; 2026Q1: 529,723 shares 529,723 $16.7M 0.12% +21,000 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: 316,162 shares; 2024Q4: 322,213 shares; 2025Q1: 249,290 shares; 2025Q2: 244,709 shares; 2025Q3: 230,246 shares; 2025Q4: 298,513 shares; 2026Q1: 336,549 shares 336,549 $16.6M 0.12% +38,036 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: 7,954 shares; 2024Q4: 14,158 shares; 2025Q1: 26,193 shares; 2025Q2: 70,702 shares; 2025Q3: 69,155 shares; 2025Q4: 88,424 shares; 2026Q1: 100,237 shares 100,237 $16.5M 0.12% +11,813 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 9,067 shares; 2025Q1: 15,422 shares; 2025Q2: 31,059 shares; 2025Q3: 35,732 shares; 2025Q4: 43,764 shares; 2026Q1: 50,221 shares 50,221 $16.4M 0.12% +6,457 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: 5,877 shares; 2024Q4: 15,882 shares; 2025Q1: 19,475 shares; 2025Q2: 21,557 shares; 2025Q3: 36,470 shares; 2025Q4: 42,983 shares; 2026Q1: 48,434 shares 48,434 $16.4M 0.12% +5,451 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: 33,398 shares; 2024Q4: 33,388 shares; 2025Q1: 23,945 shares; 2025Q2: 27,392 shares; 2025Q3: 32,585 shares; 2025Q4: 37,363 shares; 2026Q1: 37,915 shares 37,915 $16.3M 0.12% +552 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: 12,082 shares; 2024Q4: 19,581 shares; 2025Q1: 25,546 shares; 2025Q2: 34,513 shares; 2025Q3: 28,595 shares; 2025Q4: 33,229 shares; 2026Q1: 86,578 shares 86,578 $16.2M 0.12% +53,349 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,400 shares; 2024Q4: 330,250 shares; 2025Q1: 378,344 shares; 2025Q2: 375,728 shares; 2025Q3: 384,720 shares; 2025Q4: 376,004 shares; 2026Q1: 361,645 shares 361,645 $16.1M 0.12% -14,359 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: 70,167 shares; 2024Q4: 76,827 shares; 2025Q1: 97,585 shares; 2025Q2: 137,220 shares; 2025Q3: 137,701 shares; 2025Q4: 139,648 shares; 2026Q1: 173,406 shares 173,406 $16.1M 0.12% +33,758 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,866 shares; 2024Q4: 46,811 shares; 2025Q1: 52,156 shares; 2025Q2: 42,529 shares; 2025Q3: 42,319 shares; 2025Q4: 40,834 shares; 2026Q1: 41,616 shares 41,616 $16M 0.12% +782 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: 22,393 shares; 2024Q4: 25,926 shares; 2025Q1: 29,982 shares; 2025Q2: 35,538 shares; 2025Q3: 36,828 shares; 2025Q4: 40,915 shares; 2026Q1: 51,263 shares 51,263 $15.9M 0.12% +10,348 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: 214,449 shares; 2024Q4: 299,931 shares; 2025Q1: 382,332 shares; 2025Q2: 459,082 shares; 2025Q3: 477,635 shares; 2025Q4: 480,517 shares; 2026Q1: 546,942 shares 546,942 $15.9M 0.12% +66,425 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071,081 shares; 2024Q4: 975,247 shares; 2025Q1: 771,066 shares; 2025Q2: 402,331 shares; 2025Q3: 357,695 shares; 2025Q4: 342,643 shares; 2026Q1: 326,417 shares 326,417 $15.8M 0.12% -16,226 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 7,445 shares; 2025Q1: 13,628 shares; 2025Q2: 17,389 shares; 2025Q3: 23,473 shares; 2025Q4: 21,059 shares; 2026Q1: 22,571 shares 22,571 $15.7M 0.12% +1,512 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,738 shares; 2025Q4: 332,824 shares; 2026Q1: 226,693 shares 226,693 $15.7M 0.12% -106,131 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,635 shares; 2024Q4: 90,427 shares; 2025Q1: 81,510 shares; 2025Q2: 80,411 shares; 2025Q3: 74,318 shares; 2025Q4: 75,520 shares; 2026Q1: 77,029 shares 77,029 $15.7M 0.12% +1,509 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: 21,328 shares; 2024Q4: 27,202 shares; 2025Q1: 35,632 shares; 2025Q2: 36,238 shares; 2025Q3: 33,874 shares; 2025Q4: 41,532 shares; 2026Q1: 272,554 shares 272,554 $15.5M 0.12% +231,022 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: 43,092 shares; 2024Q4: 83,397 shares; 2025Q1: 206,402 shares; 2025Q2: 240,171 shares; 2025Q3: 105,137 shares; 2025Q4: 96,665 shares; 2026Q1: 84,632 shares 84,632 $15.4M 0.11% -12,033 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: 12,676 shares; 2025Q1: 13,046 shares; 2025Q2: 14,110 shares; 2025Q3: 14,239 shares; 2025Q4: 14,649 shares; 2026Q1: 15,912 shares 15,912 $15.3M 0.11% +1,263 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: 162,093 shares; 2024Q4: 164,100 shares; 2025Q1: 98,733 shares; 2025Q2: 161,167 shares; 2025Q3: 153,881 shares; 2025Q4: 291,883 shares; 2026Q1: 326,192 shares 326,192 $15.3M 0.11% +34,309 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,189 shares; 2025Q3: 69,845 shares; 2025Q4: 73,730 shares; 2026Q1: 289,269 shares 289,269 $15.3M 0.11% +215,539 Timeline ILF ISHARES 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: 39,965 shares; 2025Q1: 35,388 shares; 2025Q2: 26,762 shares; 2025Q3: 20,030 shares; 2025Q4: 19,193 shares; 2026Q1: 427,672 shares 427,672 $15.2M 0.11% +408,479 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: 5,335 shares; 2024Q4: 6,605 shares; 2025Q1: 10,635 shares; 2025Q2: 11,724 shares; 2025Q3: 12,850 shares; 2025Q4: 15,080 shares; 2026Q1: 17,297 shares 17,297 $15.1M 0.11% +2,217 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 15 shares; 2026Q1: 21 shares 21 $15.1M 0.11% +6 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: 6,656 shares; 2024Q4: 10,937 shares; 2025Q1: 19,488 shares; 2025Q2: 25,772 shares; 2025Q3: 39,975 shares; 2025Q4: 42,734 shares; 2026Q1: 44,624 shares 44,624 $15.1M 0.11% +1,890 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: 40,741 shares; 2024Q4: 45,096 shares; 2025Q1: 50,771 shares; 2025Q2: 56,486 shares; 2025Q3: 60,101 shares; 2025Q4: 62,069 shares; 2026Q1: 66,453 shares 66,453 $15M 0.11% +4,384 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311,542 shares; 2026Q1: 325,982 shares 325,982 $15M 0.11% +14,440 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,449 shares; 2024Q4: 67,203 shares; 2025Q1: 27,661 shares; 2025Q2: 21,261 shares; 2025Q3: 15,197 shares; 2025Q4: 105,225 shares; 2026Q1: 135,733 shares 135,733 $15M 0.11% +30,508 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: 7,012 shares; 2024Q4: 8,653 shares; 2025Q1: 11,154 shares; 2025Q2: 27,589 shares; 2025Q3: 35,944 shares; 2025Q4: 41,673 shares; 2026Q1: 42,428 shares 42,428 $14.6M 0.11% +755 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: 38,566 shares; 2024Q4: 40,698 shares; 2025Q1: 45,658 shares; 2025Q2: 47,173 shares; 2025Q3: 51,124 shares; 2025Q4: 210,248 shares; 2026Q1: 212,452 shares 212,452 $14.5M 0.11% +2,204 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 17,077 shares; 2025Q1: 62,978 shares; 2025Q2: 110,327 shares; 2025Q3: 107,261 shares; 2025Q4: 270,291 shares; 2026Q1: 283,983 shares 283,983 $14.5M 0.11% +13,692 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: 26,015 shares; 2024Q4: 36,120 shares; 2025Q1: 42,990 shares; 2025Q2: 81,978 shares; 2025Q3: 82,787 shares; 2025Q4: 103,949 shares; 2026Q1: 101,261 shares 101,261 $14.4M 0.11% -2,688 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: 14,122 shares; 2024Q4: 17,997 shares; 2025Q1: 20,816 shares; 2025Q2: 37,397 shares; 2025Q3: 37,432 shares; 2025Q4: 43,271 shares; 2026Q1: 46,933 shares 46,933 $14.2M 0.11% +3,662 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,822 shares; 2024Q4: 286,049 shares; 2025Q1: 243,358 shares; 2025Q2: 236,620 shares; 2025Q3: 241,858 shares; 2025Q4: 239,878 shares; 2026Q1: 244,843 shares 244,843 $14.2M 0.11% +4,965 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: 31,778 shares; 2024Q4: 34,891 shares; 2025Q1: 47,221 shares; 2025Q2: 56,201 shares; 2025Q3: 62,158 shares; 2025Q4: 75,398 shares; 2026Q1: 88,406 shares 88,406 $14.1M 0.1% +13,008 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: 234,659 shares; 2026Q1: 391,156 shares 391,156 $14.1M 0.1% +156,497 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: 25,000 shares; 2024Q4: 52,987 shares; 2025Q1: 56,017 shares; 2025Q2: 61,140 shares; 2025Q3: 73,861 shares; 2025Q4: 70,827 shares; 2026Q1: 71,110 shares 71,110 $13.8M 0.1% +283 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: 100,504 shares; 2024Q4: 135,385 shares; 2025Q1: 172,511 shares; 2025Q2: 195,104 shares; 2025Q3: 205,654 shares; 2025Q4: 250,668 shares; 2026Q1: 282,044 shares 282,044 $13.7M 0.1% +31,376 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,530 shares; 2024Q4: 82,055 shares; 2025Q1: 70,712 shares; 2025Q2: 72,109 shares; 2025Q3: 71,937 shares; 2025Q4: 255,184 shares; 2026Q1: 276,423 shares 276,423 $13.7M 0.1% +21,239 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: 16,298 shares; 2024Q4: 22,889 shares; 2025Q1: 36,663 shares; 2025Q2: 53,100 shares; 2025Q3: 55,947 shares; 2025Q4: 65,153 shares; 2026Q1: 106,015 shares 106,015 $13.7M 0.1% +40,862 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,128 shares; 2025Q1: 33,453 shares; 2025Q2: 40,760 shares; 2025Q3: 69,341 shares; 2025Q4: 86,956 shares; 2026Q1: 318,113 shares 318,113 $13.6M 0.1% +231,157 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,297 shares; 2024Q4: 139,319 shares; 2025Q1: 158,634 shares; 2025Q2: 157,520 shares; 2025Q3: 139,812 shares; 2025Q4: 161,241 shares; 2026Q1: 165,498 shares 165,498 $13.5M 0.1% +4,257 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: 24,591 shares; 2024Q4: 31,228 shares; 2025Q1: 34,339 shares; 2025Q2: 37,959 shares; 2025Q3: 44,132 shares; 2025Q4: 57,746 shares; 2026Q1: 66,296 shares 66,296 $13.5M 0.1% +8,550 Timeline VONG 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: 104,940 shares; 2025Q2: 90,838 shares; 2025Q3: 96,825 shares; 2025Q4: 159,448 shares; 2026Q1: 122,491 shares 122,491 $13.4M 0.1% -36,957 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: 87,612 shares; 2024Q4: 95,923 shares; 2025Q1: 105,475 shares; 2025Q2: 150,958 shares; 2025Q3: 157,357 shares; 2025Q4: 168,473 shares; 2026Q1: 168,726 shares 168,726 $13.4M 0.1% +253 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: 18,512 shares; 2024Q4: 28,122 shares; 2025Q1: 30,224 shares; 2025Q2: 35,120 shares; 2025Q3: 33,891 shares; 2025Q4: 35,740 shares; 2026Q1: 39,256 shares 39,256 $13.4M 0.1% +3,516 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: 18,088 shares; 2024Q4: 20,070 shares; 2025Q1: 23,321 shares; 2025Q2: 25,196 shares; 2025Q3: 27,168 shares; 2025Q4: 27,324 shares; 2026Q1: 31,477 shares 31,477 $13.4M 0.1% +4,153 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: 9,742 shares; 2024Q4: 11,915 shares; 2025Q1: 12,961 shares; 2025Q2: 22,518 shares; 2025Q3: 14,741 shares; 2025Q4: 19,776 shares; 2026Q1: 21,704 shares 21,704 $13.1M 0.1% +1,928 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: 24,801 shares; 2024Q4: 29,858 shares; 2025Q1: 30,489 shares; 2025Q2: 31,300 shares; 2025Q3: 31,257 shares; 2025Q4: 32,399 shares; 2026Q1: 36,674 shares 36,674 $13.1M 0.1% +4,275 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,969 shares; 2025Q1: 2,336 shares; 2025Q2: 7,852 shares; 2025Q3: 7,627 shares; 2025Q4: 8,213 shares; 2026Q1: 8,817 shares 8,817 $13M 0.1% +604 Timeline FVD 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: 10,999 shares; 2024Q4: 9,188 shares; 2025Q1: 8,269 shares; 2025Q2: 8,450 shares; 2025Q3: 25,656 shares; 2025Q4: 262,484 shares; 2026Q1: 271,316 shares 271,316 $12.8M 0.09% +8,832 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: 17,281 shares; 2024Q4: 20,825 shares; 2025Q1: 28,176 shares; 2025Q2: 37,842 shares; 2025Q3: 39,455 shares; 2025Q4: 48,843 shares; 2026Q1: 51,754 shares 51,754 $12.5M 0.09% +2,911 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: 17,005 shares; 2024Q4: 23,475 shares; 2025Q1: 25,207 shares; 2025Q2: 37,512 shares; 2025Q3: 39,034 shares; 2025Q4: 43,455 shares; 2026Q1: 51,678 shares 51,678 $12.5M 0.09% +8,223 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: 21,766 shares; 2024Q4: 43,814 shares; 2025Q1: 19,523 shares; 2025Q2: 14,047 shares; 2025Q3: 11,091 shares; 2025Q4: 8,533 shares; 2026Q1: 144,578 shares 144,578 $12.5M 0.09% +136,045 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: 4,626 shares; 2024Q4: 12,835 shares; 2025Q1: 18,520 shares; 2025Q2: 17,184 shares; 2025Q3: 18,452 shares; 2025Q4: 20,159 shares; 2026Q1: 23,109 shares 23,109 $12.4M 0.09% +2,950 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: 32,419 shares; 2024Q4: 47,160 shares; 2025Q1: 54,734 shares; 2025Q2: 73,873 shares; 2025Q3: 83,417 shares; 2025Q4: 88,171 shares; 2026Q1: 83,261 shares 83,261 $12.2M 0.09% -4,910 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,954 shares; 2025Q3: 106,616 shares; 2025Q4: 293,747 shares; 2026Q1: 402,206 shares 402,206 $12.1M 0.09% +108,459 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,179 shares; 2025Q2: 91,002 shares; 2025Q3: 90,977 shares; 2025Q4: 92,586 shares; 2026Q1: 183,650 shares 183,650 $12.1M 0.09% +91,064 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: 31,189 shares; 2024Q4: 149,733 shares; 2025Q1: 129,001 shares; 2025Q2: 159,354 shares; 2025Q3: 153,737 shares; 2025Q4: 185,920 shares; 2026Q1: 237,933 shares 237,933 $12M 0.09% +52,013 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: 49,893 shares; 2024Q4: 64,202 shares; 2025Q1: 137,048 shares; 2025Q2: 205,603 shares; 2025Q3: 201,993 shares; 2025Q4: 223,085 shares; 2026Q1: 221,005 shares 221,005 $11.9M 0.09% -2,080 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,596 shares; 2025Q1: 7,454 shares; 2025Q2: 13,549 shares; 2025Q3: 16,078 shares; 2025Q4: 20,423 shares; 2026Q1: 51,470 shares 51,470 $11.9M 0.09% +31,047 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 11,157 shares; 2025Q1: 17,760 shares; 2025Q2: 44,925 shares; 2025Q3: 49,659 shares; 2025Q4: 50,635 shares; 2026Q1: 56,882 shares 56,882 $11.8M 0.09% +6,247 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,055 shares; 2024Q4: 43,023 shares; 2025Q1: 50,677 shares; 2025Q2: 77,236 shares; 2025Q3: 75,391 shares; 2025Q4: 68,559 shares; 2026Q1: 129,395 shares 129,395 $11.8M 0.09% +60,836 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,617 shares; 2024Q4: 86,602 shares; 2025Q1: 94,816 shares; 2025Q2: 91,960 shares; 2025Q3: 90,797 shares; 2025Q4: 105,797 shares; 2026Q1: 112,186 shares 112,186 $11.6M 0.09% +6,389 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: 6,665 shares; 2024Q4: 13,767 shares; 2025Q1: 77,828 shares; 2025Q2: 168,170 shares; 2025Q3: 205,171 shares; 2025Q4: 289,852 shares; 2026Q1: 462,130 shares 462,130 $11.4M 0.09% +172,278 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: 6,957 shares; 2024Q4: 27,469 shares; 2025Q1: 63,470 shares; 2025Q2: 79,384 shares; 2025Q3: 83,407 shares; 2025Q4: 96,453 shares; 2026Q1: 100,768 shares 100,768 $11.4M 0.08% +4,315 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,006 shares; 2024Q4: 16,365 shares; 2025Q1: 78,977 shares; 2025Q2: 80,589 shares; 2025Q3: 89,895 shares; 2025Q4: 54,089 shares; 2026Q1: 48,066 shares 48,066 $11.4M 0.08% -6,023 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,173 shares 96,173 $11.4M 0.08% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,173 shares; 2025Q1: 125,853 shares; 2025Q2: 217,749 shares; 2025Q3: 256,551 shares; 2025Q4: 213,085 shares; 2026Q1: 224,513 shares 224,513 $11.4M 0.08% +11,428 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: 457,574 shares; 2024Q4: 458,732 shares; 2025Q1: 274,570 shares; 2025Q2: 238,743 shares; 2025Q3: 204,367 shares; 2025Q4: 209,363 shares; 2026Q1: 199,379 shares 199,379 $11.3M 0.08% -9,984 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,255 shares; 2025Q1: 4,761 shares; 2025Q2: 2,966 shares; 2025Q3: 2,712 shares; 2025Q4: 41,676 shares; 2026Q1: 42,932 shares 42,932 $10.9M 0.08% +1,256 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: 19,009 shares; 2024Q4: 28,077 shares; 2025Q1: 53,174 shares; 2025Q2: 61,885 shares; 2025Q3: 59,506 shares; 2025Q4: 63,016 shares; 2026Q1: 82,481 shares 82,481 $10.9M 0.08% +19,465 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: 16,857 shares; 2024Q4: 19,293 shares; 2025Q1: 26,873 shares; 2025Q2: 34,155 shares; 2025Q3: 35,408 shares; 2025Q4: 40,096 shares; 2026Q1: 45,963 shares 45,963 $10.9M 0.08% +5,867 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: 3,523 shares; 2024Q4: not reported; 2025Q1: 79,694 shares; 2025Q2: 141,579 shares; 2025Q3: 133,210 shares; 2025Q4: 130,879 shares; 2026Q1: 129,669 shares 129,669 $10.8M 0.08% -1,210 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: 4,120 shares; 2024Q4: 5,776 shares; 2025Q1: 9,331 shares; 2025Q2: 14,769 shares; 2025Q3: 15,459 shares; 2025Q4: 21,179 shares; 2026Q1: 32,411 shares 32,411 $10.3M 0.08% +11,232 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: 9,101 shares; 2024Q4: 28,344 shares; 2025Q1: 27,566 shares; 2025Q2: 28,357 shares; 2025Q3: 26,729 shares; 2025Q4: 30,829 shares; 2026Q1: 28,834 shares 28,834 $10.3M 0.08% -1,995 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,405 shares; 2024Q4: 113,534 shares; 2025Q1: 133,187 shares; 2025Q2: 137,023 shares; 2025Q3: 131,379 shares; 2025Q4: 149,453 shares; 2026Q1: 143,348 shares 143,348 $10.3M 0.08% -6,105 Timeline FTCS 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: 2,591 shares; 2024Q4: not reported; 2025Q1: 2,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,162 shares; 2026Q1: 109,637 shares 109,637 $10.2M 0.08% -2,525 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: 6,733 shares; 2024Q4: 8,242 shares; 2025Q1: 9,384 shares; 2025Q2: 32,675 shares; 2025Q3: 33,143 shares; 2025Q4: 33,394 shares; 2026Q1: 39,015 shares 39,015 $10.2M 0.08% +5,621 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: 5,796 shares; 2024Q4: 13,714 shares; 2025Q1: 16,152 shares; 2025Q2: 50,295 shares; 2025Q3: 53,994 shares; 2025Q4: 63,526 shares; 2026Q1: 77,327 shares 77,327 $10.1M 0.08% +13,801 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,783 shares; 2024Q4: 477,034 shares; 2025Q1: 475,134 shares; 2025Q2: 471,040 shares; 2025Q3: 471,030 shares; 2025Q4: 461,074 shares; 2026Q1: 442,588 shares 442,588 $10M 0.07% -18,486 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: 7,564 shares; 2024Q4: 187,898 shares; 2025Q1: 194,201 shares; 2025Q2: 180,930 shares; 2025Q3: 181,275 shares; 2025Q4: 180,974 shares; 2026Q1: 177,078 shares 177,078 $10M 0.07% -3,896 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: 71,281 shares; 2025Q2: 156,348 shares; 2025Q3: 191,569 shares; 2025Q4: 243,314 shares; 2026Q1: 290,398 shares 290,398 $9.99M 0.07% +47,084 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: 14,285 shares; 2025Q2: 51,243 shares; 2025Q3: 83,173 shares; 2025Q4: 115,056 shares; 2026Q1: 215,034 shares 215,034 $9.98M 0.07% +99,978 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: 41,723 shares; 2024Q4: 60,532 shares; 2025Q1: 71,910 shares; 2025Q2: 84,302 shares; 2025Q3: 89,328 shares; 2025Q4: 92,071 shares; 2026Q1: 102,926 shares 102,926 $9.93M 0.07% +10,855 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: 82,923 shares; 2024Q4: 105,629 shares; 2025Q1: 127,356 shares; 2025Q2: 148,878 shares; 2025Q3: 159,778 shares; 2025Q4: 161,642 shares; 2026Q1: 197,698 shares 197,698 $9.92M 0.07% +36,056 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: 14,196 shares; 2024Q4: 18,643 shares; 2025Q1: 20,252 shares; 2025Q2: 24,325 shares; 2025Q3: 23,649 shares; 2025Q4: 24,233 shares; 2026Q1: 27,958 shares 27,958 $9.84M 0.07% +3,725 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 23,096 shares; 2025Q1: 22,880 shares; 2025Q2: 20,365 shares; 2025Q3: 21,998 shares; 2025Q4: 53,262 shares; 2026Q1: 89,868 shares 89,868 $9.79M 0.07% +36,606 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 7,034 shares; 2025Q1: 13,296 shares; 2025Q2: 61,255 shares; 2025Q3: 62,951 shares; 2025Q4: 71,216 shares; 2026Q1: 82,546 shares 82,546 $9.79M 0.07% +11,330 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,243 shares; 2024Q4: 80,661 shares; 2025Q1: 86,986 shares; 2025Q2: 87,561 shares; 2025Q3: 93,725 shares; 2025Q4: 147,459 shares; 2026Q1: 155,595 shares 155,595 $9.73M 0.07% +8,136 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: 54,424 shares; 2024Q4: 66,736 shares; 2025Q1: 78,108 shares; 2025Q2: 126,492 shares; 2025Q3: 184,573 shares; 2025Q4: 234,794 shares; 2026Q1: 218,284 shares 218,284 $9.63M 0.07% -16,510 Timeline SJNK 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: 422,557 shares; 2024Q4: 421,213 shares; 2025Q1: 474,980 shares; 2025Q2: 258,251 shares; 2025Q3: 257,879 shares; 2025Q4: 257,647 shares; 2026Q1: 380,532 shares 380,532 $9.51M 0.07% +122,885 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,644 shares; 2024Q4: 21,484 shares; 2025Q1: 25,582 shares; 2025Q2: 29,693 shares; 2025Q3: 44,398 shares; 2025Q4: 51,654 shares; 2026Q1: 43,164 shares 43,164 $9.44M 0.07% -8,490 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,079 shares; 2025Q1: 2,642 shares; 2025Q2: 4,343 shares; 2025Q3: 4,774 shares; 2025Q4: 5,946 shares; 2026Q1: 6,819 shares 6,819 $9.4M 0.07% +873 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,443,703 shares; 2025Q2: 1,556,456 shares; 2025Q3: 1,653,787 shares; 2025Q4: 1,852,841 shares; 2026Q1: 493,707 shares 493,707 $9.38M 0.07% -1,359,134 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: 7,924 shares; 2024Q4: 9,959 shares; 2025Q1: 11,896 shares; 2025Q2: 13,840 shares; 2025Q3: 15,581 shares; 2025Q4: 17,196 shares; 2026Q1: 18,767 shares 18,767 $9.3M 0.07% +1,571 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,980 shares; 2024Q4: 107,482 shares; 2025Q1: 120,420 shares; 2025Q2: 134,928 shares; 2025Q3: 141,195 shares; 2025Q4: 136,017 shares; 2026Q1: 147,762 shares 147,762 $9.27M 0.07% +11,745 Timeline MDYG 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: 37,022 shares; 2024Q4: 36,186 shares; 2025Q1: 11,988 shares; 2025Q2: 11,810 shares; 2025Q3: 10,681 shares; 2025Q4: 89,545 shares; 2026Q1: 96,376 shares 96,376 $9.25M 0.07% +6,831 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: 3,429 shares; 2024Q4: 3,496 shares; 2025Q1: 6,663 shares; 2025Q2: 6,339 shares; 2025Q3: 11,060 shares; 2025Q4: 12,085 shares; 2026Q1: 13,534 shares 13,534 $9.23M 0.07% +1,449 Timeline CGIB 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: 327,562 shares; 2025Q4: 348,189 shares; 2026Q1: 365,656 shares 365,656 $9.23M 0.07% +17,467 Timeline XMLV 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: 3,552 shares; 2024Q4: 3,563 shares; 2025Q1: 3,578 shares; 2025Q2: 3,590 shares; 2025Q3: 3,593 shares; 2025Q4: 136,222 shares; 2026Q1: 144,515 shares 144,515 $9.1M 0.07% +8,293 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: 28,341 shares; 2024Q4: 27,898 shares; 2025Q1: 27,096 shares; 2025Q2: 26,489 shares; 2025Q3: 26,182 shares; 2025Q4: 29,941 shares; 2026Q1: 30,232 shares 30,232 $9.03M 0.07% +291 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,351 shares; 2024Q4: 14,457 shares; 2025Q1: 18,661 shares; 2025Q2: 18,516 shares; 2025Q3: 16,861 shares; 2025Q4: 30,972 shares; 2026Q1: 32,971 shares 32,971 $8.98M 0.07% +1,999 Timeline AIRR 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: 3,855 shares; 2025Q2: 28,752 shares; 2025Q3: 49,484 shares; 2025Q4: 69,389 shares; 2026Q1: 80,726 shares 80,726 $8.94M 0.07% +11,337 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,337 shares; 2025Q1: 39,505 shares; 2025Q2: 63,018 shares; 2025Q3: 60,394 shares; 2025Q4: 62,394 shares; 2026Q1: 178,706 shares 178,706 $8.93M 0.07% +116,312 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 7,257 shares; 2025Q1: 9,692 shares; 2025Q2: 39,575 shares; 2025Q3: 32,960 shares; 2025Q4: 37,563 shares; 2026Q1: 42,105 shares 42,105 $8.84M 0.07% +4,542 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 8,645 shares; 2025Q1: 8,215 shares; 2025Q2: 35,729 shares; 2025Q3: 49,080 shares; 2025Q4: 48,592 shares; 2026Q1: 54,532 shares 54,532 $8.82M 0.07% +5,940 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 5,691 shares; 2025Q1: 89,712 shares; 2025Q2: 97,389 shares; 2025Q3: 97,098 shares; 2025Q4: 96,608 shares; 2026Q1: 93,294 shares 93,294 $8.79M 0.07% -3,314 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: 22,899 shares; 2024Q4: 16,960 shares; 2025Q1: 18,511 shares; 2025Q2: 31,883 shares; 2025Q3: 33,902 shares; 2025Q4: 36,392 shares; 2026Q1: 44,058 shares 44,058 $8.77M 0.07% +7,666 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,757 shares; 2026Q1: 87,737 shares 87,737 $8.77M 0.07% +27,980 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 15,991 shares; 2025Q1: 19,540 shares; 2025Q2: 57,222 shares; 2025Q3: 60,644 shares; 2025Q4: 66,908 shares; 2026Q1: 75,574 shares 75,574 $8.75M 0.07% +8,666 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: 4,678 shares; 2024Q4: 4,965 shares; 2025Q1: 5,070 shares; 2025Q2: 23,341 shares; 2025Q3: 23,675 shares; 2025Q4: 24,472 shares; 2026Q1: 18,776 shares 18,776 $8.7M 0.06% -5,696 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 15,006 shares; 2025Q1: 16,573 shares; 2025Q2: 19,068 shares; 2025Q3: 18,810 shares; 2025Q4: 20,874 shares; 2026Q1: 21,855 shares 21,855 $8.66M 0.06% +981 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,176 shares; 2024Q4: 229,338 shares; 2025Q1: 232,350 shares; 2025Q2: 130,476 shares; 2025Q3: 130,843 shares; 2025Q4: 132,927 shares; 2026Q1: 204,172 shares 204,172 $8.64M 0.06% +71,245 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: 6,374 shares; 2024Q4: 9,763 shares; 2025Q1: 16,302 shares; 2025Q2: 28,182 shares; 2025Q3: 29,025 shares; 2025Q4: 35,052 shares; 2026Q1: 35,518 shares 35,518 $8.63M 0.06% +466 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,158 shares; 2024Q4: 122,311 shares; 2025Q1: 90,244 shares; 2025Q2: 79,993 shares; 2025Q3: 58,475 shares; 2025Q4: 61,127 shares; 2026Q1: 77,597 shares 77,597 $8.6M 0.06% +16,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,813 shares; 2025Q3: 228,809 shares; 2025Q4: 302,613 shares; 2026Q1: 354,327 shares 354,327 $8.59M 0.06% +51,714 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: 81,205 shares; 2024Q4: 96,588 shares; 2025Q1: 113,918 shares; 2025Q2: 119,907 shares; 2025Q3: 121,175 shares; 2025Q4: 118,975 shares; 2026Q1: 126,846 shares 126,846 $8.57M 0.06% +7,871 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: 9,086 shares; 2024Q4: 6,543 shares; 2025Q1: 6,165 shares; 2025Q2: 12,850 shares; 2025Q3: 14,659 shares; 2025Q4: 132,983 shares; 2026Q1: 135,776 shares 135,776 $8.51M 0.06% +2,793 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: 14,072 shares; 2024Q4: 19,707 shares; 2025Q1: 29,229 shares; 2025Q2: 47,951 shares; 2025Q3: 48,072 shares; 2025Q4: 53,558 shares; 2026Q1: 60,914 shares 60,914 $8.49M 0.06% +7,356 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: 7,327 shares; 2024Q4: 8,862 shares; 2025Q1: 10,094 shares; 2025Q2: 21,002 shares; 2025Q3: 21,539 shares; 2025Q4: 20,268 shares; 2026Q1: 25,737 shares 25,737 $8.46M 0.06% +5,469 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: 12,988 shares; 2024Q4: 18,323 shares; 2025Q1: 73,068 shares; 2025Q2: 86,291 shares; 2025Q3: 93,508 shares; 2025Q4: 97,925 shares; 2026Q1: 113,404 shares 113,404 $8.45M 0.06% +15,479 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: 40,533 shares; 2024Q4: 54,680 shares; 2025Q1: 83,168 shares; 2025Q2: 164,559 shares; 2025Q3: 138,016 shares; 2025Q4: 100,769 shares; 2026Q1: 108,841 shares 108,841 $8.4M 0.06% +8,072 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,277 shares; 2024Q4: 124,497 shares; 2025Q1: 138,773 shares; 2025Q2: 142,762 shares; 2025Q3: 164,900 shares; 2025Q4: 188,940 shares; 2026Q1: 184,626 shares 184,626 $8.35M 0.06% -4,314 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 37,810 shares; 2025Q1: 40,205 shares; 2025Q2: 45,247 shares; 2025Q3: 47,472 shares; 2025Q4: 45,119 shares; 2026Q1: 47,399 shares 47,399 $8.33M 0.06% +2,280 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: 22,805 shares; 2024Q4: 31,369 shares; 2025Q1: 46,173 shares; 2025Q2: 71,114 shares; 2025Q3: 71,330 shares; 2025Q4: 82,135 shares; 2026Q1: 89,601 shares 89,601 $8.32M 0.06% +7,466 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,661 shares; 2024Q4: 386,973 shares; 2025Q1: 390,674 shares; 2025Q2: 223,888 shares; 2025Q3: 218,910 shares; 2025Q4: 213,685 shares; 2026Q1: 205,080 shares 205,080 $8.23M 0.06% -8,605 Timeline HOLA 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: 376,862 shares; 2025Q4: 244,689 shares; 2026Q1: 156,489 shares 156,489 $8.23M 0.06% -88,200 Timeline TLTP AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321,816 shares; 2026Q1: 383,759 shares 383,759 $8.21M 0.06% +61,943 Timeline DFIC 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: 13,540 shares; 2025Q1: 19,202 shares; 2025Q2: 19,552 shares; 2025Q3: 19,583 shares; 2025Q4: 19,974 shares; 2026Q1: 230,191 shares 230,191 $8.18M 0.06% +210,217 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 12,963 shares; 2025Q1: 41,229 shares; 2025Q2: 55,784 shares; 2025Q3: 54,749 shares; 2025Q4: 56,037 shares; 2026Q1: 62,416 shares 62,416 $8.17M 0.06% +6,379 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826,482 shares; 2024Q4: 889,590 shares; 2025Q1: 971,401 shares; 2025Q2: 110,191 shares; 2025Q3: 76,499 shares; 2025Q4: 72,204 shares; 2026Q1: 81,457 shares 81,457 $8.13M 0.06% +9,253 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,386 shares; 2026Q1: 200,818 shares 200,818 $8.06M 0.06% -12,568 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: 29,652 shares; 2024Q4: 32,963 shares; 2025Q1: 42,693 shares; 2025Q2: 50,801 shares; 2025Q3: 51,662 shares; 2025Q4: 53,859 shares; 2026Q1: 60,826 shares 60,826 $7.96M 0.06% +6,967 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,237 shares; 2024Q4: 184,234 shares; 2025Q1: 175,827 shares; 2025Q2: 172,783 shares; 2025Q3: 175,102 shares; 2025Q4: 168,011 shares; 2026Q1: 167,996 shares 167,996 $7.92M 0.06% -15 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: 60,122 shares; 2024Q4: 47,501 shares; 2025Q1: 51,779 shares; 2025Q2: 157,744 shares; 2025Q3: 151,125 shares; 2025Q4: 143,078 shares; 2026Q1: 128,637 shares 128,637 $7.89M 0.06% -14,441 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,548 shares; 2024Q4: 51,405 shares; 2025Q1: 47,665 shares; 2025Q2: 46,053 shares; 2025Q3: 45,315 shares; 2025Q4: 103,550 shares; 2026Q1: 104,643 shares 104,643 $7.87M 0.06% +1,093 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: 7,574 shares; 2024Q4: 8,464 shares; 2025Q1: 8,928 shares; 2025Q2: 9,494 shares; 2025Q3: 9,795 shares; 2025Q4: 13,296 shares; 2026Q1: 13,943 shares 13,943 $7.85M 0.06% +647 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: 56,828 shares; 2024Q4: 55,846 shares; 2025Q1: 40,788 shares; 2025Q2: 35,687 shares; 2025Q3: 41,907 shares; 2025Q4: 46,171 shares; 2026Q1: 48,459 shares 48,459 $7.84M 0.06% +2,288 Timeline DGRW 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: 94,693 shares; 2024Q4: 133,380 shares; 2025Q1: 61,674 shares; 2025Q2: 86,284 shares; 2025Q3: 77,925 shares; 2025Q4: 103,759 shares; 2026Q1: 89,101 shares 89,101 $7.83M 0.06% -14,658 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: 3,706 shares; 2024Q4: 5,274 shares; 2025Q1: 22,631 shares; 2025Q2: 43,777 shares; 2025Q3: 53,116 shares; 2025Q4: 50,667 shares; 2026Q1: 56,500 shares 56,500 $7.82M 0.06% +5,833 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: 84,054 shares; 2024Q4: 86,808 shares; 2025Q1: 94,174 shares; 2025Q2: 116,953 shares; 2025Q3: 114,693 shares; 2025Q4: 104,828 shares; 2026Q1: 101,259 shares 101,259 $7.81M 0.06% -3,569 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,501 shares; 2025Q2: 159,840 shares; 2025Q3: 168,496 shares; 2025Q4: 174,437 shares; 2026Q1: 333,697 shares 333,697 $7.78M 0.06% +159,260 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: 5,956 shares; 2024Q4: 14,077 shares; 2025Q1: 36,821 shares; 2025Q2: 48,462 shares; 2025Q3: 51,525 shares; 2025Q4: 57,457 shares; 2026Q1: 61,055 shares 61,055 $7.71M 0.06% +3,598 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: 66,263 shares; 2024Q4: 69,181 shares; 2025Q1: 73,358 shares; 2025Q2: 82,215 shares; 2025Q3: 79,407 shares; 2025Q4: 78,527 shares; 2026Q1: 85,349 shares 85,349 $7.65M 0.06% +6,822 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,984 shares; 2025Q3: 18,388 shares; 2025Q4: 28,139 shares; 2026Q1: 28,028 shares 28,028 $7.58M 0.06% -111 Timeline HYD 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: 48,142 shares; 2025Q2: 124,718 shares; 2025Q3: 116,850 shares; 2025Q4: 123,485 shares; 2026Q1: 149,429 shares 149,429 $7.49M 0.06% +25,944 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: 121,724 shares; 2024Q4: 713,524 shares; 2025Q1: 865,080 shares; 2025Q2: 171,596 shares; 2025Q3: 146,885 shares; 2025Q4: 113,512 shares; 2026Q1: 92,143 shares 92,143 $7.42M 0.06% -21,369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,762 shares; 2025Q3: 247,802 shares; 2025Q4: 289,005 shares; 2026Q1: 306,232 shares 306,232 $7.42M 0.06% +17,227 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 56,478 shares; 2025Q1: 58,699 shares; 2025Q2: 22,361 shares; 2025Q3: 21,120 shares; 2025Q4: 140,670 shares; 2026Q1: 147,388 shares 147,388 $7.36M 0.05% +6,718 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: 12,302 shares; 2024Q4: 15,077 shares; 2025Q1: 17,448 shares; 2025Q2: 20,259 shares; 2025Q3: 19,203 shares; 2025Q4: 25,122 shares; 2026Q1: 36,209 shares 36,209 $7.36M 0.05% +11,087 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,960 shares; 2025Q2: 82,603 shares; 2025Q3: 105,611 shares; 2025Q4: 105,043 shares; 2026Q1: 176,464 shares 176,464 $7.33M 0.05% +71,421 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,264 shares; 2025Q2: 48,882 shares; 2025Q3: 43,420 shares; 2025Q4: 79,253 shares; 2026Q1: 99,933 shares 99,933 $7.31M 0.05% +20,680 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: 6,381 shares; 2024Q4: 9,851 shares; 2025Q1: 11,746 shares; 2025Q2: 11,903 shares; 2025Q3: 11,570 shares; 2025Q4: 15,504 shares; 2026Q1: 14,872 shares 14,872 $7.31M 0.05% -632 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: 12,629 shares; 2024Q4: 24,773 shares; 2025Q1: 111,917 shares; 2025Q2: 88,103 shares; 2025Q3: 83,023 shares; 2025Q4: 81,943 shares; 2026Q1: 93,119 shares 93,119 $7.3M 0.05% +11,176 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: 2,484 shares; 2024Q4: 2,828 shares; 2025Q1: 4,374 shares; 2025Q2: 10,647 shares; 2025Q3: 15,464 shares; 2025Q4: 19,633 shares; 2026Q1: 20,434 shares 20,434 $7.28M 0.05% +801 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: 142,335 shares; 2025Q3: 175,088 shares; 2025Q4: 219,749 shares; 2026Q1: 286,931 shares 286,931 $7.27M 0.05% +67,182 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: not reported; 2024Q4: not reported; 2025Q1: 59,152 shares; 2025Q2: 143,342 shares; 2025Q3: 198,993 shares; 2025Q4: 198,713 shares; 2026Q1: 201,990 shares 201,990 $7.25M 0.05% +3,277 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194,825 shares; 2025Q2: 220,681 shares; 2025Q3: 233,564 shares; 2025Q4: 238,568 shares; 2026Q1: 244,141 shares 244,141 $7.24M 0.05% +5,573 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: 17,500 shares; 2025Q1: 26,566 shares; 2025Q2: 38,680 shares; 2025Q3: 73,236 shares; 2025Q4: 74,016 shares; 2026Q1: 186,954 shares 186,954 $7.18M 0.05% +112,938 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,600 shares; 2024Q4: 444,165 shares; 2025Q1: 455,415 shares; 2025Q2: 251,961 shares; 2025Q3: 252,998 shares; 2025Q4: 282,508 shares; 2026Q1: 398,372 shares 398,372 $7.18M 0.05% +115,864 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,048 shares; 2024Q4: 64,229 shares; 2025Q1: 32,481 shares; 2025Q2: 40,156 shares; 2025Q3: 36,702 shares; 2025Q4: 36,198 shares; 2026Q1: 38,635 shares 38,635 $7.12M 0.05% +2,437 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,139 shares; 2024Q4: 65,885 shares; 2025Q1: 46,660 shares; 2025Q2: 38,416 shares; 2025Q3: 27,517 shares; 2025Q4: 29,256 shares; 2026Q1: 48,502 shares 48,502 $7.11M 0.05% +19,246 Timeline SYSB ISHARES 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: 67,483 shares; 2026Q1: 79,664 shares 79,664 $7.09M 0.05% +12,181 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: 79,570 shares; 2024Q4: 127,967 shares; 2025Q1: 158,871 shares; 2025Q2: 207,849 shares; 2025Q3: 221,567 shares; 2025Q4: 241,652 shares; 2026Q1: 251,466 shares 251,466 $7.06M 0.05% +9,814 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,522 shares; 2024Q4: 48,942 shares; 2025Q1: 51,811 shares; 2025Q2: 53,575 shares; 2025Q3: 59,876 shares; 2025Q4: 63,879 shares; 2026Q1: 64,100 shares 64,100 $7.03M 0.05% +221 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: 25,829 shares; 2024Q4: 29,258 shares; 2025Q1: 33,554 shares; 2025Q2: 36,249 shares; 2025Q3: 40,234 shares; 2025Q4: 44,834 shares; 2026Q1: 49,522 shares 49,522 $7M 0.05% +4,688 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,951 shares; 2024Q4: 34,543 shares; 2025Q1: 34,559 shares; 2025Q2: 37,570 shares; 2025Q3: 37,585 shares; 2025Q4: 49,314 shares; 2026Q1: 47,032 shares 47,032 $6.99M 0.05% -2,282 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: 8,587 shares; 2024Q4: 14,789 shares; 2025Q1: 20,573 shares; 2025Q2: 25,925 shares; 2025Q3: 25,724 shares; 2025Q4: 33,207 shares; 2026Q1: 25,764 shares 25,764 $6.97M 0.05% -7,443 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,181 shares; 2025Q1: 16,998 shares; 2025Q2: 30,053 shares; 2025Q3: 39,916 shares; 2025Q4: 59,084 shares; 2026Q1: 64,042 shares 64,042 $6.93M 0.05% +4,958 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,672 shares; 2025Q1: 80,699 shares; 2025Q2: 23,595 shares; 2025Q3: 194,764 shares; 2025Q4: 328,403 shares; 2026Q1: 392,656 shares 392,656 $6.9M 0.05% +64,253 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: 10,163 shares; 2024Q4: 33,546 shares; 2025Q1: 44,886 shares; 2025Q2: 54,670 shares; 2025Q3: 57,860 shares; 2025Q4: 69,112 shares; 2026Q1: 73,284 shares 73,284 $6.89M 0.05% +4,172 Timeline IWC ISHARES 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: 43,071 shares 43,071 $6.87M 0.05% new 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: 724 shares; 2024Q4: 1,000 shares; 2025Q1: 1,334 shares; 2025Q2: 1,446 shares; 2025Q3: 1,530 shares; 2025Q4: 1,700 shares; 2026Q1: 1,627 shares 1,627 $6.85M 0.05% -73 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: 2,023,146 shares; 2024Q4: 2,692,109 shares; 2025Q1: 3,132,338 shares; 2025Q2: 5,166,476 shares; 2025Q3: 436,166 shares; 2025Q4: 366,209 shares; 2026Q1: 234,328 shares 234,328 $6.84M 0.05% -131,881 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,757 shares; 2025Q3: 54,214 shares; 2025Q4: 135,421 shares; 2026Q1: 135,249 shares 135,249 $6.76M 0.05% -172 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,066 shares; 2024Q4: 24,557 shares; 2025Q1: 25,286 shares; 2025Q2: 27,861 shares; 2025Q3: 29,647 shares; 2025Q4: 32,117 shares; 2026Q1: 33,720 shares 33,720 $6.67M 0.05% +1,603 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: 16,058 shares; 2024Q4: 18,566 shares; 2025Q1: 51,157 shares; 2025Q2: 52,518 shares; 2025Q3: 49,267 shares; 2025Q4: 47,980 shares; 2026Q1: 45,566 shares 45,566 $6.65M 0.05% -2,414 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: 32,945 shares; 2024Q4: 38,900 shares; 2025Q1: 57,172 shares; 2025Q2: 55,560 shares; 2025Q3: 56,561 shares; 2025Q4: 68,389 shares; 2026Q1: 68,940 shares 68,940 $6.64M 0.05% +551 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: 74,681 shares; 2024Q4: 83,609 shares; 2025Q1: 86,969 shares; 2025Q2: 106,114 shares; 2025Q3: 90,872 shares; 2025Q4: 90,786 shares; 2026Q1: 91,276 shares 91,276 $6.64M 0.05% +490 Timeline IWL ISHARES 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: 62,051 shares; 2025Q1: 73,999 shares; 2025Q2: 37,914 shares; 2025Q3: 40,686 shares; 2025Q4: 41,493 shares; 2026Q1: 41,250 shares 41,250 $6.62M 0.05% -243 Timeline CGMS 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: 49,896 shares; 2025Q2: 148,581 shares; 2025Q3: 216,326 shares; 2025Q4: 231,149 shares; 2026Q1: 242,354 shares 242,354 $6.6M 0.05% +11,205 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,673 shares; 2024Q4: 66,113 shares; 2025Q1: 66,306 shares; 2025Q2: 71,150 shares; 2025Q3: 71,336 shares; 2025Q4: 73,485 shares; 2026Q1: 73,142 shares 73,142 $6.57M 0.05% -343 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: 43,024 shares; 2024Q4: 50,340 shares; 2025Q1: 54,329 shares; 2025Q2: 61,229 shares; 2025Q3: 81,263 shares; 2025Q4: 84,095 shares; 2026Q1: 63,805 shares 63,805 $6.55M 0.05% -20,290 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: 4,168 shares; 2024Q4: 8,372 shares; 2025Q1: 10,331 shares; 2025Q2: 16,485 shares; 2025Q3: 23,820 shares; 2025Q4: 31,557 shares; 2026Q1: 35,746 shares 35,746 $6.51M 0.05% +4,189 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,597 shares; 2024Q4: 127,532 shares; 2025Q1: 136,333 shares; 2025Q2: 143,255 shares; 2025Q3: 165,731 shares; 2025Q4: 165,879 shares; 2026Q1: 195,640 shares 195,640 $6.5M 0.05% +29,761 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: 8,775 shares; 2024Q4: 10,910 shares; 2025Q1: 23,169 shares; 2025Q2: 35,444 shares; 2025Q3: 38,508 shares; 2025Q4: 45,001 shares; 2026Q1: 47,554 shares 47,554 $6.47M 0.05% +2,553 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: 12,864 shares; 2024Q4: 33,052 shares; 2025Q1: 37,337 shares; 2025Q2: 48,798 shares; 2025Q3: 44,112 shares; 2025Q4: 55,534 shares; 2026Q1: 56,013 shares 56,013 $6.44M 0.05% +479 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,169 shares; 2025Q2: 214,398 shares; 2025Q3: 211,014 shares; 2025Q4: 210,346 shares; 2026Q1: 204,851 shares 204,851 $6.34M 0.05% -5,495 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: 4,718 shares; 2024Q4: 4,916 shares; 2025Q1: 9,730 shares; 2025Q2: 9,669 shares; 2025Q3: 9,244 shares; 2025Q4: 9,627 shares; 2026Q1: 10,221 shares 10,221 $6.3M 0.05% +594 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,140 shares; 2024Q4: 48,503 shares; 2025Q1: 69,089 shares; 2025Q2: 63,262 shares; 2025Q3: 85,806 shares; 2025Q4: 183,840 shares; 2026Q1: 186,046 shares 186,046 $6.28M 0.05% +2,206 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: 8,790 shares; 2024Q4: 10,050 shares; 2025Q1: 14,555 shares; 2025Q2: 17,099 shares; 2025Q3: 20,663 shares; 2025Q4: 27,400 shares; 2026Q1: 32,972 shares 32,972 $6.25M 0.05% +5,572 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: 31,531 shares; 2024Q4: 365,092 shares; 2025Q1: 357,166 shares; 2025Q2: 315,459 shares; 2025Q3: 306,927 shares; 2025Q4: 283,848 shares; 2026Q1: 268,852 shares 268,852 $6.24M 0.05% -14,996 Timeline VOX 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: 32,570 shares; 2024Q4: 32,579 shares; 2025Q1: 32,851 shares; 2025Q2: 30,402 shares; 2025Q3: 31,103 shares; 2025Q4: 31,357 shares; 2026Q1: 34,620 shares 34,620 $6.23M 0.05% +3,263 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: 44,277 shares; 2024Q4: 37,203 shares; 2025Q1: 33,545 shares; 2025Q2: 35,114 shares; 2025Q3: 31,137 shares; 2025Q4: 31,221 shares; 2026Q1: 30,238 shares 30,238 $6.22M 0.05% -983 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 4,155 shares; 2025Q1: 4,614 shares; 2025Q2: 27,596 shares; 2025Q3: 26,564 shares; 2025Q4: 27,045 shares; 2026Q1: 33,505 shares 33,505 $6.19M 0.05% +6,460 Timeline EQWL 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: 39,375 shares; 2024Q4: 46,945 shares; 2025Q1: 49,912 shares; 2025Q2: 50,616 shares; 2025Q3: 50,743 shares; 2025Q4: 51,355 shares; 2026Q1: 53,695 shares 53,695 $6.19M 0.05% +2,340 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: 12,085 shares; 2025Q2: 16,849 shares; 2025Q3: 39,576 shares; 2025Q4: 58,089 shares; 2026Q1: 111,521 shares 111,521 $6.16M 0.05% +53,432 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,970 shares; 2025Q4: 233,965 shares; 2026Q1: 243,341 shares 243,341 $6.16M 0.05% +9,376 Timeline FLRN 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: 12,261 shares; 2024Q4: 11,564 shares; 2025Q1: 150,827 shares; 2025Q2: 188,078 shares; 2025Q3: 188,487 shares; 2025Q4: 188,038 shares; 2026Q1: 198,750 shares 198,750 $6.12M 0.05% +10,712 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,159 shares; 2025Q2: 192,912 shares; 2025Q3: 211,588 shares; 2025Q4: 205,736 shares; 2026Q1: 245,262 shares 245,262 $6.08M 0.05% +39,526 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,085 shares; 2026Q1: 252,938 shares 252,938 $6.05M 0.04% +138,853 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: 1,113 shares; 2024Q4: 26,996 shares; 2025Q1: 34,974 shares; 2025Q2: 36,971 shares; 2025Q3: 36,910 shares; 2025Q4: 39,270 shares; 2026Q1: 37,584 shares 37,584 $6.03M 0.04% -1,686 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 3,463 shares; 2025Q1: 3,343 shares; 2025Q2: 4,744 shares; 2025Q3: 7,416 shares; 2025Q4: 10,737 shares; 2026Q1: 10,102 shares 10,102 $5.99M 0.04% -635 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: 114,854 shares; 2024Q4: 98,411 shares; 2025Q1: 98,538 shares; 2025Q2: 119,493 shares; 2025Q3: 118,141 shares; 2025Q4: 100,121 shares; 2026Q1: 84,155 shares 84,155 $5.91M 0.04% -15,966 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,161 shares; 2025Q1: 46,720 shares; 2025Q2: 49,555 shares; 2025Q3: 58,766 shares; 2025Q4: 72,883 shares; 2026Q1: 85,211 shares 85,211 $5.89M 0.04% +12,328 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: 6,422 shares; 2025Q1: 13,709 shares; 2025Q2: 18,738 shares; 2025Q3: 18,212 shares; 2025Q4: 17,826 shares; 2026Q1: 23,224 shares 23,224 $5.82M 0.04% +5,398 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: 29,407 shares; 2024Q4: 33,078 shares; 2025Q1: 48,680 shares; 2025Q2: 54,770 shares; 2025Q3: 68,407 shares; 2025Q4: 65,531 shares; 2026Q1: 65,407 shares 65,407 $5.8M 0.04% -124 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 18,369 shares; 2025Q1: 27,844 shares; 2025Q2: 31,796 shares; 2025Q3: 32,626 shares; 2025Q4: 32,693 shares; 2026Q1: 27,716 shares 27,716 $5.76M 0.04% -4,977 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: 31,539 shares; 2024Q4: 31,576 shares; 2025Q1: 31,553 shares; 2025Q2: 35,386 shares; 2025Q3: 29,092 shares; 2025Q4: 30,245 shares; 2026Q1: 117,682 shares 117,682 $5.7M 0.04% +87,437 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: 561 shares; 2024Q4: 1,432 shares; 2025Q1: 2,120 shares; 2025Q2: 3,019 shares; 2025Q3: 3,129 shares; 2025Q4: 3,904 shares; 2026Q1: 4,316 shares 4,316 $5.7M 0.04% +412 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: 3,656 shares; 2024Q4: 57,138 shares; 2025Q1: 64,417 shares; 2025Q2: 63,876 shares; 2025Q3: 70,109 shares; 2025Q4: 79,549 shares; 2026Q1: 77,970 shares 77,970 $5.61M 0.04% -1,579 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: 3,845 shares; 2024Q4: 5,034 shares; 2025Q1: 12,556 shares; 2025Q2: 15,688 shares; 2025Q3: 16,611 shares; 2025Q4: 17,697 shares; 2026Q1: 19,221 shares 19,221 $5.61M 0.04% +1,524 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,767 shares; 2024Q4: 32,201 shares; 2025Q1: 18,168 shares; 2025Q2: 23,272 shares; 2025Q3: 21,271 shares; 2025Q4: 22,069 shares; 2026Q1: 21,662 shares 21,662 $5.57M 0.04% -407 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: 43,723 shares; 2024Q4: 43,901 shares; 2025Q1: 44,609 shares; 2025Q2: 45,395 shares; 2025Q3: 45,187 shares; 2025Q4: 45,533 shares; 2026Q1: 46,101 shares 46,101 $5.57M 0.04% +568 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,296 shares; 2024Q4: 20,794 shares; 2025Q1: 27,848 shares; 2025Q2: 90,455 shares; 2025Q3: 94,705 shares; 2025Q4: 93,368 shares; 2026Q1: 115,341 shares 115,341 $5.56M 0.04% +21,973 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,305 shares; 2024Q4: 15,784 shares; 2025Q1: 32,874 shares; 2025Q2: 50,614 shares; 2025Q3: 57,249 shares; 2025Q4: 64,254 shares; 2026Q1: 83,458 shares 83,458 $5.55M 0.04% +19,204 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: 6,200 shares; 2025Q1: 29,476 shares; 2025Q2: 32,290 shares; 2025Q3: 43,765 shares; 2025Q4: 47,014 shares; 2026Q1: 49,440 shares 49,440 $5.54M 0.04% +2,426 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,933 shares; 2024Q4: 26,405 shares; 2025Q1: 36,401 shares; 2025Q2: 55,088 shares; 2025Q3: 54,669 shares; 2025Q4: 78,170 shares; 2026Q1: 94,256 shares 94,256 $5.54M 0.04% +16,086 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: 154,107 shares; 2024Q4: 155,244 shares; 2025Q1: 79,790 shares; 2025Q2: 77,368 shares; 2025Q3: 69,371 shares; 2025Q4: 64,640 shares; 2026Q1: 66,670 shares 66,670 $5.52M 0.04% +2,030 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: 11,291 shares; 2024Q4: 10,425 shares; 2025Q1: 10,392 shares; 2025Q2: 8,534 shares; 2025Q3: 8,285 shares; 2025Q4: 146,326 shares; 2026Q1: 136,849 shares 136,849 $5.49M 0.04% -9,477 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,798 shares; 2025Q2: 36,022 shares; 2025Q3: 36,605 shares; 2025Q4: 107,594 shares; 2026Q1: 108,821 shares 108,821 $5.48M 0.04% +1,227 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,890 shares; 2025Q1: 21,840 shares; 2025Q2: 35,379 shares; 2025Q3: 39,455 shares; 2025Q4: 45,036 shares; 2026Q1: 54,137 shares 54,137 $5.45M 0.04% +9,101 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: 5,439 shares; 2024Q4: 23,270 shares; 2025Q1: 41,474 shares; 2025Q2: 57,035 shares; 2025Q3: 66,159 shares; 2025Q4: 72,246 shares; 2026Q1: 62,857 shares 62,857 $5.45M 0.04% -9,389 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: 1,987 shares; 2024Q4: 3,544 shares; 2025Q1: 4,124 shares; 2025Q2: 4,095 shares; 2025Q3: 3,743 shares; 2025Q4: 4,004 shares; 2026Q1: 6,079 shares 6,079 $5.44M 0.04% +2,075 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,442 shares; 2026Q1: 112,680 shares 112,680 $5.41M 0.04% +10,238 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,501 shares; 2025Q2: 39,332 shares; 2025Q3: 52,526 shares; 2025Q4: 54,561 shares; 2026Q1: 146,412 shares 146,412 $5.33M 0.04% +91,851 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: 8,235 shares; 2024Q4: 20,657 shares; 2025Q1: 20,126 shares; 2025Q2: 17,342 shares; 2025Q3: 16,948 shares; 2025Q4: 20,382 shares; 2026Q1: 24,888 shares 24,888 $5.32M 0.04% +4,506 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,573 shares; 2024Q4: 77,466 shares; 2025Q1: 72,416 shares; 2025Q2: 50,621 shares; 2025Q3: 59,577 shares; 2025Q4: 66,108 shares; 2026Q1: 143,611 shares 143,611 $5.29M 0.04% +77,503 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: 245,902 shares; 2024Q4: 262,273 shares; 2025Q1: 297,182 shares; 2025Q2: 313,940 shares; 2025Q3: 55,813 shares; 2025Q4: 56,336 shares; 2026Q1: 52,494 shares 52,494 $5.28M 0.04% -3,842 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 1,177 shares; 2025Q1: 3,916 shares; 2025Q2: 6,554 shares; 2025Q3: 6,433 shares; 2025Q4: 7,223 shares; 2026Q1: 16,467 shares 16,467 $5.28M 0.04% +9,244 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,763 shares 133,763 $5.28M 0.04% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 4,609 shares; 2025Q1: 9,452 shares; 2025Q2: 9,700 shares; 2025Q3: 11,887 shares; 2025Q4: 44,187 shares; 2026Q1: 73,345 shares 73,345 $5.26M 0.04% +29,158 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 10,797 shares; 2025Q1: 10,895 shares; 2025Q2: 11,402 shares; 2025Q3: 10,750 shares; 2025Q4: 10,639 shares; 2026Q1: 52,222 shares 52,222 $5.25M 0.04% +41,583 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,378 shares; 2025Q1: 13,969 shares; 2025Q2: 17,899 shares; 2025Q3: 19,200 shares; 2025Q4: 26,873 shares; 2026Q1: 26,556 shares 26,556 $5.23M 0.04% -317 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: 1,698 shares; 2024Q4: 3,049 shares; 2025Q1: 4,918 shares; 2025Q2: 6,267 shares; 2025Q3: 6,027 shares; 2025Q4: 39,969 shares; 2026Q1: 50,021 shares 50,021 $5.23M 0.04% +10,052 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,123 shares; 2025Q1: 23,890 shares; 2025Q2: 12,354 shares; 2025Q3: 19,176 shares; 2025Q4: 32,994 shares; 2026Q1: 41,356 shares 41,356 $5.22M 0.04% +8,362 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: 8,728 shares; 2024Q4: 7,092 shares; 2025Q1: 7,634 shares; 2025Q2: 44,400 shares; 2025Q3: 43,025 shares; 2025Q4: 40,849 shares; 2026Q1: 38,391 shares 38,391 $5.21M 0.04% -2,458 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: 12,268 shares; 2024Q4: 9,461 shares; 2025Q1: 9,240 shares; 2025Q2: 68,848 shares; 2025Q3: 70,602 shares; 2025Q4: 67,862 shares; 2026Q1: 62,784 shares 62,784 $5.18M 0.04% -5,078 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,858 shares; 2024Q4: 61,430 shares; 2025Q1: 61,123 shares; 2025Q2: 59,160 shares; 2025Q3: 59,406 shares; 2025Q4: 59,265 shares; 2026Q1: 67,162 shares 67,162 $5.18M 0.04% +7,897 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,356 shares; 2024Q4: 50,923 shares; 2025Q1: 55,973 shares; 2025Q2: 55,144 shares; 2025Q3: 54,683 shares; 2025Q4: 54,639 shares; 2026Q1: 54,219 shares 54,219 $5.18M 0.04% -420 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: 9,781 shares; 2024Q4: 10,791 shares; 2025Q1: 19,978 shares; 2025Q2: 30,520 shares; 2025Q3: 31,145 shares; 2025Q4: 32,499 shares; 2026Q1: 33,708 shares 33,708 $5.15M 0.04% +1,209 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: 11,416 shares; 2024Q4: 64,984 shares; 2025Q1: 71,814 shares; 2025Q2: 87,780 shares; 2025Q3: 109,638 shares; 2025Q4: 122,073 shares; 2026Q1: 148,646 shares 148,646 $4.98M 0.04% +26,573 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: 2,826 shares; 2024Q4: 3,935 shares; 2025Q1: 6,142 shares; 2025Q2: 21,093 shares; 2025Q3: 24,251 shares; 2025Q4: 40,364 shares; 2026Q1: 27,197 shares 27,197 $4.96M 0.04% -13,167 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: 12,763 shares; 2024Q4: 16,491 shares; 2025Q1: 83,438 shares; 2025Q2: 218,064 shares; 2025Q3: 196,712 shares; 2025Q4: 101,278 shares; 2026Q1: 101,302 shares 101,302 $4.96M 0.04% +24 Timeline DIHP 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: 153,017 shares 153,017 $4.93M 0.04% new Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,262 shares; 2026Q1: 47,540 shares 47,540 $4.91M 0.04% +1,278 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 6,883 shares; 2025Q1: 13,849 shares; 2025Q2: 15,492 shares; 2025Q3: 16,361 shares; 2025Q4: 19,141 shares; 2026Q1: 19,869 shares 19,869 $4.91M 0.04% +728 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: 8,898 shares; 2024Q4: 17,385 shares; 2025Q1: 20,262 shares; 2025Q2: 21,138 shares; 2025Q3: 22,536 shares; 2025Q4: 23,754 shares; 2026Q1: 28,244 shares 28,244 $4.9M 0.04% +4,490 Timeline ICVT ISHARES 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: 4,298 shares; 2025Q1: 25,737 shares; 2025Q2: 20,020 shares; 2025Q3: 32,468 shares; 2025Q4: 54,138 shares; 2026Q1: 48,071 shares 48,071 $4.89M 0.04% -6,067 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: 13,298 shares; 2025Q2: 24,561 shares; 2025Q3: 36,708 shares; 2025Q4: 43,394 shares; 2026Q1: 129,480 shares 129,480 $4.85M 0.04% +86,086 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 3,999 shares; 2025Q1: 5,562 shares; 2025Q2: 8,719 shares; 2025Q3: 10,626 shares; 2025Q4: 9,746 shares; 2026Q1: 11,208 shares 11,208 $4.85M 0.04% +1,462 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: 4,451 shares; 2024Q4: 6,664 shares; 2025Q1: 7,811 shares; 2025Q2: 8,886 shares; 2025Q3: 8,522 shares; 2025Q4: 9,728 shares; 2026Q1: 10,510 shares 10,510 $4.84M 0.04% +782 Timeline IBDU ISHARES 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: 102,421 shares; 2025Q3: 126,825 shares; 2025Q4: 162,307 shares; 2026Q1: 207,637 shares 207,637 $4.83M 0.04% +45,330 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: 88,500 shares; 2024Q4: 212,529 shares; 2025Q1: 563,746 shares; 2025Q2: 145,233 shares; 2025Q3: 73,558 shares; 2025Q4: 64,270 shares; 2026Q1: 61,275 shares 61,275 $4.82M 0.04% -2,995 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 4,197 shares; 2025Q1: 5,587 shares; 2025Q2: 9,427 shares; 2025Q3: 11,949 shares; 2025Q4: 14,553 shares; 2026Q1: 14,730 shares 14,730 $4.82M 0.04% +177 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 4,922 shares; 2025Q1: 4,914 shares; 2025Q2: 4,626 shares; 2025Q3: 7,817 shares; 2025Q4: 7,893 shares; 2026Q1: 8,879 shares 8,879 $4.8M 0.04% +986 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,535 shares; 2025Q1: 41,770 shares; 2025Q2: 33,878 shares; 2025Q3: 64,903 shares; 2025Q4: 156,332 shares; 2026Q1: 146,504 shares 146,504 $4.8M 0.04% -9,828 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,750 shares; 2025Q1: 13,950 shares; 2025Q2: 13,929 shares; 2025Q3: 18,730 shares; 2025Q4: 13,451 shares; 2026Q1: 13,335 shares 13,335 $4.79M 0.04% -116 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: 4,551 shares; 2024Q4: 14,212 shares; 2025Q1: 15,322 shares; 2025Q2: 17,849 shares; 2025Q3: 22,401 shares; 2025Q4: 30,790 shares; 2026Q1: 24,134 shares 24,134 $4.79M 0.04% -6,656 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: 4,690 shares; 2024Q4: 5,579 shares; 2025Q1: 14,535 shares; 2025Q2: 13,841 shares; 2025Q3: 18,488 shares; 2025Q4: 12,221 shares; 2026Q1: 11,260 shares 11,260 $4.78M 0.04% -961 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,908 shares; 2025Q1: 13,149 shares; 2025Q2: 17,344 shares; 2025Q3: 17,972 shares; 2025Q4: 19,884 shares; 2026Q1: 20,739 shares 20,739 $4.78M 0.04% +855 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 11,725 shares; 2025Q1: 11,744 shares; 2025Q2: 12,063 shares; 2025Q3: 12,211 shares; 2025Q4: 12,913 shares; 2026Q1: 14,447 shares 14,447 $4.75M 0.04% +1,534 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 3,720 shares; 2025Q1: 7,055 shares; 2025Q2: 9,944 shares; 2025Q3: 10,083 shares; 2025Q4: 10,271 shares; 2026Q1: 10,823 shares 10,823 $4.72M 0.04% +552 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,237 shares; 2026Q1: 108,032 shares 108,032 $4.69M 0.03% -24,205 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,030 shares; 2025Q1: 36,611 shares; 2025Q2: 33,714 shares; 2025Q3: 35,147 shares; 2025Q4: 49,806 shares; 2026Q1: 49,484 shares 49,484 $4.66M 0.03% -322 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: not reported; 2024Q4: 932 shares; 2025Q1: 2,738 shares; 2025Q2: 4,068 shares; 2025Q3: 3,988 shares; 2025Q4: 7,586 shares; 2026Q1: 8,893 shares 8,893 $4.65M 0.03% +1,307 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: 10,630 shares; 2024Q4: 18,761 shares; 2025Q1: 20,034 shares; 2025Q2: 17,200 shares; 2025Q3: 18,262 shares; 2025Q4: 32,689 shares; 2026Q1: 38,968 shares 38,968 $4.62M 0.03% +6,279 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: 2,776 shares; 2024Q4: 4,931 shares; 2025Q1: 5,427 shares; 2025Q2: 6,260 shares; 2025Q3: 6,087 shares; 2025Q4: 8,967 shares; 2026Q1: 10,335 shares 10,335 $4.62M 0.03% +1,368 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: 43,513 shares; 2024Q4: 66,627 shares; 2025Q1: 116,727 shares; 2025Q2: 119,740 shares; 2025Q3: 116,593 shares; 2025Q4: 113,297 shares; 2026Q1: 159,734 shares 159,734 $4.59M 0.03% +46,437 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,914 shares; 2024Q4: 450,167 shares; 2025Q1: 200,798 shares; 2025Q2: 160,913 shares; 2025Q3: 131,306 shares; 2025Q4: 120,439 shares; 2026Q1: 108,032 shares 108,032 $4.58M 0.03% -12,407 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 24,564 shares; 2025Q1: 29,689 shares; 2025Q2: 103,082 shares; 2025Q3: 105,114 shares; 2025Q4: 105,433 shares; 2026Q1: 100,777 shares 100,777 $4.57M 0.03% -4,656 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,465 shares; 2024Q4: 28,465 shares; 2025Q1: 28,465 shares; 2025Q2: 28,465 shares; 2025Q3: 28,465 shares; 2025Q4: 28,465 shares; 2026Q1: 28,750 shares 28,750 $4.56M 0.03% +285 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: 59,503 shares; 2025Q2: 127,487 shares; 2025Q3: 148,996 shares; 2025Q4: 149,261 shares; 2026Q1: 148,863 shares 148,863 $4.54M 0.03% -398 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: 1,905 shares; 2024Q4: 6,944 shares; 2025Q1: 9,174 shares; 2025Q2: 14,931 shares; 2025Q3: 13,386 shares; 2025Q4: 16,946 shares; 2026Q1: 20,687 shares 20,687 $4.48M 0.03% +3,741 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,909 shares; 2025Q1: 8,627 shares; 2025Q2: 8,114 shares; 2025Q3: 8,750 shares; 2025Q4: 20,193 shares; 2026Q1: 21,537 shares 21,537 $4.47M 0.03% +1,344 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,139 shares; 2025Q1: 2,938 shares; 2025Q2: 3,846 shares; 2025Q3: 4,267 shares; 2025Q4: 4,530 shares; 2026Q1: 6,036 shares 6,036 $4.46M 0.03% +1,506 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: 16,623 shares; 2024Q4: 16,569 shares; 2025Q1: 42,653 shares; 2025Q2: 39,516 shares; 2025Q3: 42,010 shares; 2025Q4: 53,512 shares; 2026Q1: 61,999 shares 61,999 $4.45M 0.03% +8,487 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 9,851 shares; 2025Q1: 13,538 shares; 2025Q2: 19,545 shares; 2025Q3: 21,595 shares; 2025Q4: 29,835 shares; 2026Q1: 33,541 shares 33,541 $4.43M 0.03% +3,706 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: 7,992 shares; 2024Q4: 4,974 shares; 2025Q1: 76,905 shares; 2025Q2: 71,821 shares; 2025Q3: 68,115 shares; 2025Q4: 56,712 shares; 2026Q1: 55,858 shares 55,858 $4.43M 0.03% -854 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,594 shares; 2026Q1: 75,635 shares 75,635 $4.39M 0.03% +11,041 Timeline EMLC 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: 78,340 shares; 2025Q2: 134,469 shares; 2025Q3: 137,268 shares; 2025Q4: 141,042 shares; 2026Q1: 174,599 shares 174,599 $4.38M 0.03% +33,557 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,961 shares; 2026Q1: 136,008 shares 136,008 $4.36M 0.03% +16,047 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,322 shares; 2025Q2: 71,361 shares; 2025Q3: 76,025 shares; 2025Q4: 81,127 shares; 2026Q1: 88,171 shares 88,171 $4.36M 0.03% +7,044 Timeline REGL 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: 38,210 shares; 2026Q1: 50,324 shares 50,324 $4.35M 0.03% +12,114 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: 3,934 shares; 2024Q4: 5,797 shares; 2025Q1: 11,929 shares; 2025Q2: 15,816 shares; 2025Q3: 13,139 shares; 2025Q4: 15,314 shares; 2026Q1: 14,621 shares 14,621 $4.32M 0.03% -693 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 868 shares; 2025Q1: 1,629 shares; 2025Q2: 462 shares; 2025Q3: 1,859 shares; 2025Q4: 4,013 shares; 2026Q1: 5,585 shares 5,585 $4.31M 0.03% +1,572 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,175 shares; 2024Q4: 43,193 shares; 2025Q1: 49,610 shares; 2025Q2: 48,249 shares; 2025Q3: 49,535 shares; 2025Q4: 48,738 shares; 2026Q1: 54,568 shares 54,568 $4.3M 0.03% +5,830 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875,229 shares; 2024Q4: 923,190 shares; 2025Q1: 686,080 shares; 2025Q2: 658,087 shares; 2025Q3: 103,033 shares; 2025Q4: 91,371 shares; 2026Q1: 73,415 shares 73,415 $4.3M 0.03% -17,956 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,778 shares; 2024Q4: 202,775 shares; 2025Q1: 217,252 shares; 2025Q2: 125,394 shares; 2025Q3: 94,645 shares; 2025Q4: 84,060 shares; 2026Q1: 83,786 shares 83,786 $4.26M 0.03% -274 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,052 shares; 2025Q1: 5,044 shares; 2025Q2: 9,038 shares; 2025Q3: 9,469 shares; 2025Q4: 10,706 shares; 2026Q1: 13,997 shares 13,997 $4.26M 0.03% +3,291 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,402 shares; 2026Q1: 70,317 shares 70,317 $4.25M 0.03% +19,915 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,198 shares; 2024Q4: 253,026 shares; 2025Q1: 56,672 shares; 2025Q2: 74,734 shares; 2025Q3: 59,436 shares; 2025Q4: 51,726 shares; 2026Q1: 71,358 shares 71,358 $4.25M 0.03% +19,632 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 865 shares; 2025Q1: 1,122 shares; 2025Q2: 1,858 shares; 2025Q3: 1,893 shares; 2025Q4: 2,498 shares; 2026Q1: 4,333 shares 4,333 $4.25M 0.03% +1,835 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,623 shares; 2024Q4: 358,471 shares; 2025Q1: 329,923 shares; 2025Q2: 246,178 shares; 2025Q3: 236,144 shares; 2025Q4: 237,983 shares; 2026Q1: 206,375 shares 206,375 $4.21M 0.03% -31,608 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 67,643 shares; 2025Q2: 68,765 shares; 2025Q3: 69,621 shares; 2025Q4: 71,698 shares; 2026Q1: 82,545 shares 82,545 $4.2M 0.03% +10,847 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: 4,978 shares; 2024Q4: 6,603 shares; 2025Q1: 9,749 shares; 2025Q2: 13,141 shares; 2025Q3: 12,715 shares; 2025Q4: 13,099 shares; 2026Q1: 13,259 shares 13,259 $4.17M 0.03% +160 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,534 shares; 2025Q3: 46,675 shares; 2025Q4: 283,470 shares; 2026Q1: 158,896 shares 158,896 $4.16M 0.03% -124,574 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: 9,528 shares; 2024Q4: 9,663 shares; 2025Q1: 57,306 shares; 2025Q2: 64,869 shares; 2025Q3: 84,297 shares; 2025Q4: 75,094 shares; 2026Q1: 52,301 shares 52,301 $4.16M 0.03% -22,793 Timeline IDEF 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: 127,008 shares 127,008 $4.16M 0.03% 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: 1,979 shares; 2024Q4: 20,781 shares; 2025Q1: 20,423 shares; 2025Q2: 13,416 shares; 2025Q3: 13,073 shares; 2025Q4: 38,364 shares; 2026Q1: 32,098 shares 32,098 $4.11M 0.03% -6,266 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 6,201 shares; 2025Q1: 7,890 shares; 2025Q2: 9,017 shares; 2025Q3: 10,010 shares; 2025Q4: 13,951 shares; 2026Q1: 14,721 shares 14,721 $4.11M 0.03% +770 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: 22,526 shares; 2024Q4: 30,640 shares; 2025Q1: 34,809 shares; 2025Q2: 34,296 shares; 2025Q3: 33,790 shares; 2025Q4: 43,797 shares; 2026Q1: 48,226 shares 48,226 $4.11M 0.03% +4,429 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 39,001 shares; 2025Q1: 51,203 shares; 2025Q2: 72,779 shares; 2025Q3: 76,512 shares; 2025Q4: 82,762 shares; 2026Q1: 89,184 shares 89,184 $4.1M 0.03% +6,422 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: 128,739 shares; 2024Q4: 283,751 shares; 2025Q1: 398,032 shares; 2025Q2: 427,255 shares; 2025Q3: 393,899 shares; 2025Q4: 363,428 shares; 2026Q1: 361,962 shares 361,962 $4.06M 0.03% -1,466 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: 58,031 shares; 2024Q4: 49,516 shares; 2025Q1: 53,818 shares; 2025Q2: 73,210 shares; 2025Q3: 70,212 shares; 2025Q4: 66,943 shares; 2026Q1: 70,309 shares 70,309 $4.05M 0.03% +3,366 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,203 shares; 2025Q1: 23,082 shares; 2025Q2: 25,848 shares; 2025Q3: 28,247 shares; 2025Q4: 28,303 shares; 2026Q1: 28,687 shares 28,687 $4.05M 0.03% +384 Timeline PPA 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: 10,774 shares; 2024Q4: 13,059 shares; 2025Q1: 15,542 shares; 2025Q2: 16,936 shares; 2025Q3: 20,020 shares; 2025Q4: 21,821 shares; 2026Q1: 24,257 shares 24,257 $4.02M 0.03% +2,436 Timeline DRKY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,234 shares 208,234 $4.02M 0.03% new 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: 17,252 shares; 2024Q4: 25,664 shares; 2025Q1: 32,091 shares; 2025Q2: 64,240 shares; 2025Q3: 65,273 shares; 2025Q4: 79,500 shares; 2026Q1: 97,811 shares 97,811 $4.02M 0.03% +18,311 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: 12,514 shares; 2024Q4: 34,881 shares; 2025Q1: 33,447 shares; 2025Q2: 55,693 shares; 2025Q3: 53,173 shares; 2025Q4: 69,114 shares; 2026Q1: 76,643 shares 76,643 $3.99M 0.03% +7,529 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,926 shares; 2025Q2: 5,155 shares; 2025Q3: not reported; 2025Q4: 5,575 shares; 2026Q1: 94,358 shares 94,358 $3.98M 0.03% +88,783 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 26,827 shares; 2025Q1: 28,836 shares; 2025Q2: 30,581 shares; 2025Q3: 32,005 shares; 2025Q4: 35,710 shares; 2026Q1: 36,851 shares 36,851 $3.98M 0.03% +1,141 Timeline DWM 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: 27,599 shares; 2024Q4: 27,792 shares; 2025Q1: 33,941 shares; 2025Q2: 46,918 shares; 2025Q3: 47,209 shares; 2025Q4: 47,431 shares; 2026Q1: 56,932 shares 56,932 $3.98M 0.03% +9,501 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: 8,705 shares; 2024Q4: 18,004 shares; 2025Q1: 25,887 shares; 2025Q2: 21,160 shares; 2025Q3: 22,152 shares; 2025Q4: 26,690 shares; 2026Q1: 27,290 shares 27,290 $3.96M 0.03% +600 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,256 shares; 2024Q4: 44,996 shares; 2025Q1: 59,194 shares; 2025Q2: 69,727 shares; 2025Q3: 55,414 shares; 2025Q4: 136,506 shares; 2026Q1: 123,341 shares 123,341 $3.95M 0.03% -13,165 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,082 shares; 2025Q1: 44,398 shares; 2025Q2: 28,849 shares; 2025Q3: 32,459 shares; 2025Q4: 46,522 shares; 2026Q1: 65,392 shares 65,392 $3.92M 0.03% +18,870 Timeline GARP ISHARES 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: 55,718 shares; 2026Q1: 61,153 shares 61,153 $3.91M 0.03% +5,435 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: 20,290 shares; 2024Q4: 17,754 shares; 2025Q1: 16,273 shares; 2025Q2: 35,069 shares; 2025Q3: 35,192 shares; 2025Q4: 39,145 shares; 2026Q1: 52,044 shares 52,044 $3.91M 0.03% +12,899 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: 93,765 shares 93,765 $3.85M 0.03% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,064 shares; 2025Q2: 165,921 shares; 2025Q3: 161,679 shares; 2025Q4: 152,060 shares; 2026Q1: 152,290 shares 152,290 $3.82M 0.03% +230 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: 33,558 shares; 2025Q3: 36,138 shares; 2025Q4: 39,140 shares; 2026Q1: 37,861 shares 37,861 $3.81M 0.03% -1,279 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: 5,771 shares; 2024Q4: 8,774 shares; 2025Q1: 10,293 shares; 2025Q2: 11,904 shares; 2025Q3: 12,740 shares; 2025Q4: 15,973 shares; 2026Q1: 16,568 shares 16,568 $3.81M 0.03% +595 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: 16,818 shares; 2024Q4: 24,619 shares; 2025Q1: 31,427 shares; 2025Q2: 43,666 shares; 2025Q3: 41,724 shares; 2025Q4: 45,375 shares; 2026Q1: 40,490 shares 40,490 $3.8M 0.03% -4,885 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 5,547 shares; 2025Q2: 6,952 shares; 2025Q3: 8,796 shares; 2025Q4: 9,876 shares; 2026Q1: 9,780 shares 9,780 $3.8M 0.03% -96 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,804 shares; 2024Q4: 23,766 shares; 2025Q1: 22,154 shares; 2025Q2: 22,994 shares; 2025Q3: 39,531 shares; 2025Q4: 37,597 shares; 2026Q1: 46,249 shares 46,249 $3.79M 0.03% +8,652 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: not reported; 2024Q4: 84,302 shares; 2025Q1: 96,022 shares; 2025Q2: 82,600 shares; 2025Q3: 104,785 shares; 2025Q4: 106,091 shares; 2026Q1: 106,367 shares 106,367 $3.79M 0.03% +276 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,113 shares; 2025Q1: 11,773 shares; 2025Q2: 134,426 shares; 2025Q3: 115,311 shares; 2025Q4: 55,745 shares; 2026Q1: 53,208 shares 53,208 $3.78M 0.03% -2,537 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,800 shares; 2025Q1: 19,530 shares; 2025Q2: 19,379 shares; 2025Q3: 27,635 shares; 2025Q4: 41,206 shares; 2026Q1: 51,361 shares 51,361 $3.77M 0.03% +10,155 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: 1,283 shares; 2024Q4: 2,563 shares; 2025Q1: 4,238 shares; 2025Q2: 7,759 shares; 2025Q3: 7,912 shares; 2025Q4: 12,735 shares; 2026Q1: 14,173 shares 14,173 $3.77M 0.03% +1,438 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,727 shares; 2025Q2: 42,857 shares; 2025Q3: 49,399 shares; 2025Q4: 52,578 shares; 2026Q1: 73,546 shares 73,546 $3.76M 0.03% +20,968 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: 1,236 shares; 2024Q4: 1,565 shares; 2025Q1: 1,971 shares; 2025Q2: 26,012 shares; 2025Q3: 33,499 shares; 2025Q4: 36,633 shares; 2026Q1: 40,640 shares 40,640 $3.75M 0.03% +4,007 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: 14,861 shares; 2024Q4: 23,695 shares; 2025Q1: 25,195 shares; 2025Q2: 26,668 shares; 2025Q3: 27,979 shares; 2025Q4: 28,696 shares; 2026Q1: 28,622 shares 28,622 $3.75M 0.03% -74 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 3,364 shares; 2025Q2: 6,079 shares; 2025Q3: 9,322 shares; 2025Q4: 13,849 shares; 2026Q1: 17,671 shares 17,671 $3.74M 0.03% +3,822 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: 1,772 shares; 2025Q1: 3,866 shares; 2025Q2: 5,782 shares; 2025Q3: 5,105 shares; 2025Q4: 8,244 shares; 2026Q1: 8,401 shares 8,401 $3.73M 0.03% +157 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,761 shares; 2024Q4: 33,018 shares; 2025Q1: 18,351 shares; 2025Q2: 17,629 shares; 2025Q3: 15,498 shares; 2025Q4: 44,131 shares; 2026Q1: 38,611 shares 38,611 $3.73M 0.03% -5,520 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 27,672 shares; 2025Q1: 27,672 shares; 2025Q2: 32,405 shares; 2025Q3: 32,414 shares; 2025Q4: 32,094 shares; 2026Q1: 44,979 shares 44,979 $3.73M 0.03% +12,885 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,992 shares; 2026Q1: 123,046 shares 123,046 $3.73M 0.03% +8,054 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 8,982 shares; 2025Q1: 9,614 shares; 2025Q2: 11,014 shares; 2025Q3: 11,278 shares; 2025Q4: 12,028 shares; 2026Q1: 12,975 shares 12,975 $3.72M 0.03% +947 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,095 shares; 2025Q1: 20,783 shares; 2025Q2: 31,372 shares; 2025Q3: 33,875 shares; 2025Q4: 44,223 shares; 2026Q1: 52,994 shares 52,994 $3.72M 0.03% +8,771 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,333 shares; 2025Q1: 5,498 shares; 2025Q2: 7,168 shares; 2025Q3: 4,745 shares; 2025Q4: 7,308 shares; 2026Q1: 13,657 shares 13,657 $3.64M 0.03% +6,349 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: 19,763 shares; 2024Q4: 19,874 shares; 2025Q1: 23,143 shares; 2025Q2: 28,197 shares; 2025Q3: 37,010 shares; 2025Q4: 44,979 shares; 2026Q1: 53,336 shares 53,336 $3.63M 0.03% +8,357 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: 1,446 shares; 2024Q4: 6,282 shares; 2025Q1: 8,109 shares; 2025Q2: 9,778 shares; 2025Q3: 9,576 shares; 2025Q4: 10,982 shares; 2026Q1: 19,124 shares 19,124 $3.63M 0.03% +8,142 Timeline XMMO 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: 61,839 shares; 2025Q1: 74,839 shares; 2025Q2: 31,941 shares; 2025Q3: 29,430 shares; 2025Q4: 25,139 shares; 2026Q1: 24,976 shares 24,976 $3.62M 0.03% -163 Timeline ACWV 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: 13,977 shares; 2024Q4: 14,003 shares; 2025Q1: 25,569 shares; 2025Q2: 30,257 shares; 2025Q3: 30,255 shares; 2025Q4: 30,277 shares; 2026Q1: 30,305 shares 30,305 $3.62M 0.03% +28 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: 50,785 shares; 2024Q4: 56,193 shares; 2025Q1: 70,740 shares; 2025Q2: 17,906 shares; 2025Q3: 18,839 shares; 2025Q4: 25,959 shares; 2026Q1: 29,606 shares 29,606 $3.59M 0.03% +3,647 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,487 shares; 2025Q1: 9,369 shares; 2025Q2: 13,191 shares; 2025Q3: 14,110 shares; 2025Q4: 18,720 shares; 2026Q1: 17,757 shares 17,757 $3.55M 0.03% -963 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,623 shares; 2024Q4: 64,595 shares; 2025Q1: 62,235 shares; 2025Q2: 61,710 shares; 2025Q3: 89,088 shares; 2025Q4: 84,867 shares; 2026Q1: 84,825 shares 84,825 $3.55M 0.03% -42 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: 3,375 shares; 2024Q4: 4,987 shares; 2025Q1: 11,930 shares; 2025Q2: 15,545 shares; 2025Q3: 16,654 shares; 2025Q4: 25,949 shares; 2026Q1: 29,260 shares 29,260 $3.55M 0.03% +3,311 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 11,986 shares; 2025Q1: 26,154 shares; 2025Q2: 40,376 shares; 2025Q3: 41,193 shares; 2025Q4: 44,865 shares; 2026Q1: 48,858 shares 48,858 $3.54M 0.03% +3,993 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 944 shares; 2025Q1: 7,147 shares; 2025Q2: 6,691 shares; 2025Q3: 6,859 shares; 2025Q4: 10,107 shares; 2026Q1: 8,879 shares 8,879 $3.53M 0.03% -1,228 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 21,103 shares; 2025Q1: 26,651 shares; 2025Q2: 23,974 shares; 2025Q3: 29,283 shares; 2025Q4: 42,789 shares; 2026Q1: 43,132 shares 43,132 $3.53M 0.03% +343 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 20,341 shares; 2025Q1: 40,521 shares; 2025Q2: 37,871 shares; 2025Q3: 35,867 shares; 2025Q4: 33,047 shares; 2026Q1: 84,538 shares 84,538 $3.52M 0.03% +51,491 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,084 shares; 2024Q4: 31,695 shares; 2025Q1: 32,666 shares; 2025Q2: 32,743 shares; 2025Q3: 29,842 shares; 2025Q4: 40,383 shares; 2026Q1: 39,405 shares 39,405 $3.47M 0.03% -978 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,404 shares; 2025Q1: 5,037 shares; 2025Q2: 5,960 shares; 2025Q3: 6,348 shares; 2025Q4: 6,664 shares; 2026Q1: 7,898 shares 7,898 $3.43M 0.03% +1,234 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: 1,417 shares; 2024Q4: 3,439 shares; 2025Q1: 4,210 shares; 2025Q2: 6,051 shares; 2025Q3: 6,410 shares; 2025Q4: 8,136 shares; 2026Q1: 10,614 shares 10,614 $3.43M 0.03% +2,478 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 964 shares; 2025Q3: 971 shares; 2025Q4: 2,757 shares; 2026Q1: 3,098 shares 3,098 $3.39M 0.03% +341 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: 4,691 shares; 2024Q4: 5,652 shares; 2025Q1: 5,677 shares; 2025Q2: 6,406 shares; 2025Q3: 9,989 shares; 2025Q4: 10,161 shares; 2026Q1: 9,812 shares 9,812 $3.39M 0.03% -349 Timeline