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: 523,245 shares; 2024Q4: 560,856 shares; 2025Q1: 544,993 shares; 2025Q2: 532,920 shares; 2025Q3: 528,111 shares; 2025Q4: 525,917 shares; 2026Q1: 528,118 shares 528,118 $39.7M 9.59% +2,201 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: 296,509 shares; 2024Q4: 1,184,715 shares; 2025Q1: 1,112,163 shares; 2025Q2: 1,047,007 shares; 2025Q3: 1,035,586 shares; 2025Q4: 1,014,406 shares; 2026Q1: 1,022,063 shares 1,022,063 $29.8M 7.19% +7,657 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: 379,876 shares; 2024Q4: 1,119,646 shares; 2025Q1: 1,080,638 shares; 2025Q2: 1,036,958 shares; 2025Q3: 1,020,133 shares; 2025Q4: 1,018,982 shares; 2026Q1: 1,008,736 shares 1,008,736 $25.9M 6.25% -10,246 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: 255,002 shares; 2024Q4: 292,425 shares; 2025Q1: 309,922 shares; 2025Q2: 319,085 shares; 2025Q3: 323,525 shares; 2025Q4: 319,792 shares; 2026Q1: 326,052 shares 326,052 $18M 4.35% +6,260 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,117 shares; 2024Q4: 48,190 shares; 2025Q1: 45,091 shares; 2025Q2: 42,195 shares; 2025Q3: 42,070 shares; 2025Q4: 41,415 shares; 2026Q1: 40,942 shares 40,942 $17.9M 4.32% -473 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: 189,633 shares; 2024Q4: 597,221 shares; 2025Q1: 585,229 shares; 2025Q2: 570,127 shares; 2025Q3: 564,322 shares; 2025Q4: 541,444 shares; 2026Q1: 533,182 shares 533,182 $13.4M 3.23% -8,262 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 225,937 shares; 2025Q1: 239,302 shares; 2025Q2: 242,369 shares; 2025Q3: 262,772 shares; 2025Q4: 275,916 shares; 2026Q1: 274,247 shares 274,247 $12.5M 3.02% -1,669 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,790 shares; 2025Q1: 91,798 shares; 2025Q2: 97,802 shares; 2025Q3: 116,096 shares; 2025Q4: 124,568 shares; 2026Q1: 141,509 shares 141,509 $12M 2.9% +16,941 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: 70,286 shares; 2024Q4: 72,143 shares; 2025Q1: 80,576 shares; 2025Q2: 77,219 shares; 2025Q3: 75,826 shares; 2025Q4: 75,367 shares; 2026Q1: 80,425 shares 80,425 $11.9M 2.88% +5,058 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: 2,476 shares; 2024Q4: 3,655 shares; 2025Q1: 34,012 shares; 2025Q2: 33,684 shares; 2025Q3: 34,415 shares; 2025Q4: 34,246 shares; 2026Q1: 39,499 shares 39,499 $11.3M 2.74% +5,253 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,319 shares; 2024Q4: 227,777 shares; 2025Q1: 230,364 shares; 2025Q2: 224,499 shares; 2025Q3: 232,417 shares; 2025Q4: 238,293 shares; 2026Q1: 238,478 shares 238,478 $11.2M 2.71% +185 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: 18,584 shares; 2024Q4: 19,459 shares; 2025Q1: 19,711 shares; 2025Q2: 14,579 shares; 2025Q3: 14,743 shares; 2025Q4: 16,085 shares; 2026Q1: 16,715 shares 16,715 $10.9M 2.64% +630 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,955 shares; 2024Q4: 313,906 shares; 2025Q1: 328,540 shares; 2025Q2: 356,898 shares; 2025Q3: 382,698 shares; 2025Q4: 417,032 shares; 2026Q1: 422,380 shares 422,380 $10.6M 2.56% +5,348 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: 152,564 shares; 2024Q4: 121,189 shares; 2025Q1: 154,661 shares; 2025Q2: 188,015 shares; 2025Q3: 195,120 shares; 2025Q4: 208,469 shares; 2026Q1: 207,782 shares 207,782 $10.5M 2.53% -687 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: 136,906 shares; 2024Q4: 400,108 shares; 2025Q1: 375,126 shares; 2025Q2: 342,460 shares; 2025Q3: 339,866 shares; 2025Q4: 336,984 shares; 2026Q1: 336,639 shares 336,639 $10.4M 2.52% -345 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: 91,814 shares; 2024Q4: 98,670 shares; 2025Q1: 101,604 shares; 2025Q2: 109,203 shares; 2025Q3: 113,422 shares; 2025Q4: 119,896 shares; 2026Q1: 123,636 shares 123,636 $9.8M 2.37% +3,740 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: 104,812 shares; 2024Q4: 345,949 shares; 2025Q1: 329,416 shares; 2025Q2: 332,021 shares; 2025Q3: 334,109 shares; 2025Q4: 333,215 shares; 2026Q1: 346,925 shares 346,925 $9.66M 2.33% +13,710 Timeline EMNT 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: 34,622 shares; 2024Q4: 38,242 shares; 2025Q1: 68,247 shares; 2025Q2: 104,009 shares; 2025Q3: 110,687 shares; 2025Q4: 95,784 shares; 2026Q1: 97,116 shares 97,116 $9.61M 2.32% +1,332 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: 43,837 shares; 2024Q4: 127,129 shares; 2025Q1: 245,982 shares; 2025Q2: 339,194 shares; 2025Q3: 356,741 shares; 2025Q4: 366,728 shares; 2026Q1: 390,298 shares 390,298 $9.47M 2.29% +23,570 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: 54,893 shares; 2024Q4: 70,411 shares; 2025Q1: 71,023 shares; 2025Q2: 75,877 shares; 2025Q3: 76,971 shares; 2025Q4: 80,546 shares; 2026Q1: 82,586 shares 82,586 $6.37M 1.54% +2,040 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: 93,132 shares; 2024Q4: 175,172 shares; 2025Q1: 165,100 shares; 2025Q2: 157,811 shares; 2025Q3: 230,121 shares; 2025Q4: 237,163 shares; 2026Q1: 256,111 shares 256,111 $6.34M 1.53% +18,948 Timeline FESM 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: 23,111 shares; 2025Q1: 127,660 shares; 2025Q2: 136,663 shares; 2025Q3: 150,523 shares; 2025Q4: 151,409 shares; 2026Q1: 159,792 shares 159,792 $6.07M 1.47% +8,383 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: 83,491 shares; 2024Q4: 251,769 shares; 2025Q1: 256,149 shares; 2025Q2: 246,259 shares; 2025Q3: 217,657 shares; 2025Q4: 210,871 shares; 2026Q1: 195,375 shares 195,375 $5.99M 1.45% -15,496 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: 24,653 shares; 2024Q4: 24,492 shares; 2025Q1: 23,987 shares; 2025Q2: 22,542 shares; 2025Q3: 22,492 shares; 2025Q4: 44,752 shares; 2026Q1: 43,178 shares 43,178 $5.74M 1.39% -1,574 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: 64,089 shares; 2024Q4: 68,782 shares; 2025Q1: 93,008 shares; 2025Q2: 85,518 shares; 2025Q3: 85,281 shares; 2025Q4: 116,687 shares; 2026Q1: 130,506 shares 130,506 $5.55M 1.34% +13,819 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: 28,961 shares; 2024Q4: 27,316 shares; 2025Q1: 25,160 shares; 2025Q2: 22,996 shares; 2025Q3: 22,581 shares; 2025Q4: 21,199 shares; 2026Q1: 21,348 shares 21,348 $5.31M 1.28% +149 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: 29,669 shares; 2024Q4: 29,114 shares; 2025Q1: 28,863 shares; 2025Q2: 27,553 shares; 2025Q3: 27,319 shares; 2025Q4: 27,124 shares; 2026Q1: 27,437 shares 27,437 $5.27M 1.27% +313 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: 15,098 shares; 2024Q4: 16,254 shares; 2025Q1: 13,890 shares; 2025Q2: 13,886 shares; 2025Q3: 14,393 shares; 2025Q4: 14,756 shares; 2026Q1: 14,939 shares 14,939 $4.79M 1.16% +183 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: 47,842 shares; 2024Q4: 47,608 shares; 2025Q1: 48,750 shares; 2025Q2: 48,734 shares; 2025Q3: 48,715 shares; 2025Q4: 48,694 shares; 2026Q1: 48,938 shares 48,938 $4.54M 1.1% +244 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,428 shares; 2024Q4: 36,402 shares; 2025Q1: 33,050 shares; 2025Q2: 35,913 shares; 2025Q3: 36,104 shares; 2025Q4: 36,118 shares; 2026Q1: 36,273 shares 36,273 $4.3M 1.04% +155 Timeline JSCP 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: 92,231 shares; 2024Q4: 99,881 shares; 2025Q1: 92,681 shares; 2025Q2: 91,435 shares; 2025Q3: 95,445 shares; 2025Q4: 95,716 shares; 2026Q1: 90,443 shares 90,443 $4.28M 1.03% -5,273 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: 20,236 shares; 2024Q4: 20,300 shares; 2025Q1: 19,919 shares; 2025Q2: 19,878 shares; 2025Q3: 19,849 shares; 2025Q4: 19,889 shares; 2026Q1: 19,845 shares 19,845 $3.89M 0.94% -44 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,988 shares; 2024Q4: 118,719 shares; 2025Q1: 130,133 shares; 2025Q2: 140,968 shares; 2025Q3: 142,479 shares; 2025Q4: 143,571 shares; 2026Q1: 145,554 shares 145,554 $3.64M 0.88% +1,983 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,360 shares; 2024Q4: 122,884 shares; 2025Q1: 88,326 shares; 2025Q2: 88,853 shares; 2025Q3: 79,728 shares; 2025Q4: 80,963 shares; 2026Q1: 76,025 shares 76,025 $3.51M 0.85% -4,938 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 47,084 shares; 2025Q1: 46,778 shares; 2025Q2: 46,766 shares; 2025Q3: 46,627 shares; 2025Q4: 46,618 shares; 2026Q1: 46,402 shares 46,402 $3.39M 0.82% -216 Timeline SMMU 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: 11,077 shares; 2024Q4: 14,652 shares; 2025Q1: 23,960 shares; 2025Q2: 32,477 shares; 2025Q3: 38,646 shares; 2025Q4: 43,796 shares; 2026Q1: 65,834 shares 65,834 $3.32M 0.8% +22,038 Timeline SPYX 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: 70,495 shares; 2024Q4: 70,043 shares; 2025Q1: 68,365 shares; 2025Q2: 64,048 shares; 2025Q3: 63,973 shares; 2025Q4: 60,814 shares; 2026Q1: 61,469 shares 61,469 $3.26M 0.79% +655 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,177 shares; 2024Q4: 26,594 shares; 2025Q1: 24,661 shares; 2025Q2: 24,661 shares; 2025Q3: 26,130 shares; 2025Q4: 27,687 shares; 2026Q1: 27,504 shares 27,504 $2.54M 0.61% -183 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: 162,300 shares; 2024Q4: 165,983 shares; 2025Q1: 47,252 shares; 2025Q2: 33,327 shares; 2025Q3: 27,266 shares; 2025Q4: 25,578 shares; 2026Q1: 22,937 shares 22,937 $2.37M 0.57% -2,641 Timeline SPGP 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: 34,911 shares; 2024Q4: 31,196 shares; 2025Q1: 28,702 shares; 2025Q2: 27,216 shares; 2025Q3: 25,526 shares; 2025Q4: 23,389 shares; 2026Q1: 21,017 shares 21,017 $2.26M 0.55% -2,372 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 14,349 shares; 2025Q1: 15,254 shares; 2025Q2: 15,538 shares; 2025Q3: 15,642 shares; 2025Q4: 17,159 shares; 2026Q1: 27,879 shares 27,879 $2.15M 0.52% +10,720 Timeline FBCG 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: 15,924 shares; 2025Q2: 30,080 shares; 2025Q3: 30,589 shares; 2025Q4: 31,594 shares; 2026Q1: 40,586 shares 40,586 $2.03M 0.49% +8,992 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: 20,915 shares; 2024Q4: 20,305 shares; 2025Q1: 21,417 shares; 2025Q2: 23,792 shares; 2025Q3: 26,351 shares; 2025Q4: 26,664 shares; 2026Q1: 28,179 shares 28,179 $1.81M 0.44% +1,515 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 14,936 shares; 2025Q1: 14,361 shares; 2025Q2: 12,445 shares; 2025Q3: 12,870 shares; 2025Q4: 13,113 shares; 2026Q1: 13,147 shares 13,147 $1.74M 0.42% +34 Timeline OMFL 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: 78,163 shares; 2024Q4: 45,121 shares; 2025Q1: 41,031 shares; 2025Q2: 30,330 shares; 2025Q3: 27,692 shares; 2025Q4: 27,692 shares; 2026Q1: 26,645 shares 26,645 $1.6M 0.39% -1,047 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: 29,450 shares; 2024Q4: 64,659 shares; 2025Q1: 64,282 shares; 2025Q2: 55,772 shares; 2025Q3: 55,772 shares; 2025Q4: 54,699 shares; 2026Q1: 54,372 shares 54,372 $1.58M 0.38% -327 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 10,278 shares; 2025Q1: 9,398 shares; 2025Q2: 8,967 shares; 2025Q3: 8,572 shares; 2025Q4: 8,198 shares; 2026Q1: 7,918 shares 7,918 $1.41M 0.34% -280 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: 18,835 shares; 2024Q4: 18,730 shares; 2025Q1: 15,488 shares; 2025Q2: 11,671 shares; 2025Q3: 11,586 shares; 2025Q4: 11,348 shares; 2026Q1: 10,587 shares 10,587 $1.32M 0.32% -761 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,890 shares; 2025Q1: 8,102 shares; 2025Q2: 7,325 shares; 2025Q3: 7,182 shares; 2025Q4: 7,187 shares; 2026Q1: 7,337 shares 7,337 $1.24M 0.3% +150 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 28,848 shares; 2025Q3: 17,848 shares; 2025Q4: 19,676 shares; 2026Q1: 45,075 shares 45,075 $1.22M 0.3% +25,399 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,354 shares; 2025Q2: 2,750 shares; 2025Q3: 11,967 shares; 2025Q4: 12,134 shares; 2026Q1: 19,908 shares 19,908 $906K 0.22% +7,774 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: 12,170 shares; 2024Q4: 11,595 shares; 2025Q1: 8,034 shares; 2025Q2: 7,687 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares; 2026Q1: 8,114 shares 8,114 $904K 0.22% +85 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,922 shares; 2024Q4: 51,834 shares; 2025Q1: 38,699 shares; 2025Q2: 37,386 shares; 2025Q3: 34,863 shares; 2025Q4: 32,744 shares; 2026Q1: 30,527 shares 30,527 $830K 0.2% -2,217 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,290 shares; 2025Q1: 7,149 shares; 2025Q2: 7,141 shares; 2025Q3: 7,101 shares; 2025Q4: 7,033 shares; 2026Q1: 7,239 shares 7,239 $813K 0.2% +206 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,029 shares; 2024Q4: 22,682 shares; 2025Q1: 21,768 shares; 2025Q2: 14,599 shares; 2025Q3: 14,227 shares; 2025Q4: 14,225 shares; 2026Q1: 16,600 shares 16,600 $775K 0.19% +2,375 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,370 shares 28,370 $728K 0.18% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 32,069 shares; 2025Q1: 32,069 shares; 2025Q2: 21,785 shares; 2025Q3: 21,785 shares; 2025Q4: 21,904 shares; 2026Q1: 21,904 shares 21,904 $668K 0.16% 0 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: 9,701 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 13,388 shares; 2026Q1: 13,388 shares 13,388 $661K 0.16% 0 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: 2,263 shares; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares; 2026Q1: 2,271 shares 2,271 $595K 0.14% +8 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 8,479 shares; 2025Q1: 9,475 shares; 2025Q2: 9,463 shares; 2025Q3: 10,290 shares; 2025Q4: 13,270 shares; 2026Q1: 13,122 shares 13,122 $571K 0.14% -148 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: 3,062 shares; 2024Q4: 3,057 shares; 2025Q1: 3,055 shares; 2025Q2: 3,051 shares; 2025Q3: 3,049 shares; 2025Q4: 4,470 shares; 2026Q1: 4,694 shares 4,694 $569K 0.14% +224 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: 9,808 shares; 2024Q4: 9,856 shares; 2025Q1: 12,852 shares; 2025Q2: 18,074 shares; 2025Q3: 12,359 shares; 2025Q4: 10,603 shares; 2026Q1: 10,898 shares 10,898 $545K 0.13% +295 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,807 shares; 2024Q4: 94,236 shares; 2025Q1: 98,359 shares; 2025Q2: 95,587 shares; 2025Q3: 3,881 shares; 2025Q4: 8,040 shares; 2026Q1: 8,412 shares 8,412 $538K 0.13% +372 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 4,890 shares; 2025Q1: 5,398 shares; 2025Q2: 5,399 shares; 2025Q3: 5,399 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $516K 0.12% 0 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: 23,703 shares; 2024Q4: 27,283 shares; 2025Q1: 25,853 shares; 2025Q2: 22,976 shares; 2025Q3: 22,622 shares; 2025Q4: 18,901 shares; 2026Q1: 18,069 shares 18,069 $492K 0.12% -832 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 3,305 shares 3,305 $485K 0.12% +2,300 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: 2,202 shares; 2024Q4: 2,182 shares; 2025Q1: 2,145 shares; 2025Q2: 1,948 shares; 2025Q3: 1,943 shares; 2025Q4: 1,828 shares; 2026Q1: 1,828 shares 1,828 $470K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,275 shares; 2026Q1: 4,825 shares 4,825 $461K 0.11% -450 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,907 shares; 2024Q4: 5,907 shares; 2025Q1: 5,907 shares; 2025Q2: 5,907 shares; 2025Q3: 5,907 shares; 2025Q4: 5,907 shares; 2026Q1: 5,907 shares 5,907 $444K 0.11% 0 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 2,057 shares; 2026Q1: 1,935 shares 1,935 $387K 0.09% -122 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: 6,992 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,889 shares; 2025Q3: 7,223 shares; 2025Q4: 7,223 shares; 2026Q1: 7,382 shares 7,382 $372K 0.09% +159 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: 2,877 shares; 2024Q4: 2,879 shares; 2025Q1: 2,881 shares; 2025Q2: 2,609 shares; 2025Q3: 2,610 shares; 2025Q4: 2,595 shares; 2026Q1: 2,596 shares 2,596 $367K 0.09% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares 1,758 $362K 0.09% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $345K 0.08% 0 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: 5,220 shares; 2024Q4: 5,200 shares; 2025Q1: 6,008 shares; 2025Q2: 3,386 shares; 2025Q3: 3,379 shares; 2025Q4: 3,606 shares; 2026Q1: 4,116 shares 4,116 $323K 0.08% +510 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 6,776 shares; 2025Q1: 6,382 shares; 2025Q2: 5,757 shares; 2025Q3: 5,752 shares; 2025Q4: 5,752 shares; 2026Q1: 5,743 shares 5,743 $317K 0.08% -9 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: 5,719 shares; 2024Q4: 5,320 shares; 2025Q1: 4,873 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,247 shares; 2026Q1: 4,247 shares 4,247 $316K 0.08% 0 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: 2,241 shares; 2024Q4: 2,193 shares; 2025Q1: 1,939 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $297K 0.07% 0 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 72 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares 1,252 $269K 0.07% 0 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,763 shares 1,763 $268K 0.06% -20 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: 7,232 shares; 2024Q4: 7,314 shares; 2025Q1: 5,724 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,413 shares; 2026Q1: 5,253 shares 5,253 $257K 0.06% -160 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 6,024 shares; 2025Q1: 5,925 shares; 2025Q2: 5,927 shares; 2025Q3: 5,930 shares; 2025Q4: 5,953 shares; 2026Q1: 5,956 shares 5,956 $248K 0.06% +3 Timeline SCHR 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: 4,455 shares; 2024Q4: 8,910 shares; 2025Q1: 8,910 shares; 2025Q2: 8,910 shares; 2025Q3: 7,869 shares; 2025Q4: 4,340 shares; 2026Q1: 9,522 shares 9,522 $237K 0.06% +5,182 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,967 shares; 2025Q1: 2,658 shares; 2025Q2: 2,659 shares; 2025Q3: 3,174 shares; 2025Q4: 3,291 shares; 2026Q1: 3,224 shares 3,224 $231K 0.06% -67 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 5,393 shares; 2025Q1: 5,389 shares; 2025Q2: 5,374 shares; 2025Q3: 5,057 shares; 2025Q4: 4,992 shares; 2026Q1: 4,775 shares 4,775 $221K 0.05% -217 Timeline DWX 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: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 4,805 shares 4,805 $219K 0.05% +2,454 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8,483 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares 7,051 $194K 0.05% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $192K 0.05% 0 Timeline PRF 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $190K 0.05% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 2,381 shares; 2025Q1: 2,370 shares; 2025Q2: 3,010 shares; 2025Q3: 2,998 shares; 2025Q4: 2,990 shares; 2026Q1: 2,830 shares 2,830 $178K 0.04% -160 Timeline MUNI 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: not reported; 2025Q3: 145 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $176K 0.04% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares 2,335 $176K 0.04% 0 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: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares 1,321 $169K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $144K 0.03% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 2,276 shares; 2025Q1: 2,276 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495 $136K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $133K 0.03% 0 Timeline EFIV 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: 812 shares; 2025Q1: 815 shares; 2025Q2: 817 shares; 2025Q3: 820 shares; 2025Q4: 1,017 shares; 2026Q1: 2,025 shares 2,025 $128K 0.03% +1,008 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: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares 1,076 $122K 0.03% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388 $117K 0.03% 0 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $113K 0.03% 0 Timeline IDU ISHARES 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: 940 shares; 2026Q1: 940 shares 940 $109K 0.03% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $107K 0.03% 0 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: 165,982 shares; 2024Q4: 3,718 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,257 shares; 2026Q1: 3,257 shares 3,257 $105K 0.03% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $94.5K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $89.3K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $88.6K 0.02% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $69.4K 0.02% 0 Timeline IMFL 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: 14,370 shares; 2024Q4: 4,597 shares; 2025Q1: 3,337 shares; 2025Q2: 3,137 shares; 2025Q3: 3,072 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares 2,072 $65.6K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,276 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares 1,431 $64.5K 0.02% 0 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $61.2K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,313 shares 1,313 $60.2K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $54.6K 0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $41.6K 0.01% 0 Timeline NWLG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares 1,166 $39K 0.01% new Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518 $38.2K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $35.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $35.4K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $34.5K 0.01% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 620 shares 620 $31.3K 0.01% new 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $23.4K 0.01% 0 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: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 34 shares 34 $20.3K <0.01% -3 Timeline LCTD 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: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 301 shares; 2026Q1: 276 shares 276 $15.3K <0.01% -25 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $14.4K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $13.9K <0.01% 0 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $13.8K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares 291 $13.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $12.8K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425 $10.1K <0.01% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 335 shares 335 $9.5K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $7.72K <0.01% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $6.51K <0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $5.45K <0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 42 shares; 2025Q4: 50 shares; 2026Q1: 57 shares 57 $5.06K <0.01% +7 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $5.01K <0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to 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: 118 shares; 2026Q1: 118 shares 118 $4.83K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares 49 $4.5K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189 shares; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 103 shares 103 $3.96K <0.01% -86 Timeline TOKE CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $3.17K <0.01% 0 Timeline RSPE 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: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $2.56K <0.01% 0 Timeline