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: 157,903 shares; 2024Q4: 163,486 shares; 2025Q1: 150,079 shares; 2025Q2: 148,762 shares; 2025Q3: 147,930 shares; 2025Q4: 150,351 shares; 2026Q1: 136,997 shares 136,997 $81.9M 9.94% -13,354 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: 254,555 shares; 2024Q4: 263,483 shares; 2025Q1: 266,297 shares; 2025Q2: 274,684 shares; 2025Q3: 277,302 shares; 2025Q4: 294,138 shares; 2026Q1: 268,372 shares 268,372 $57.7M 7.01% -25,766 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: 308,073 shares; 2024Q4: 355,779 shares; 2025Q1: 412,349 shares; 2025Q2: 975,753 shares; 2025Q3: 1,118,541 shares; 2025Q4: 1,109,468 shares; 2026Q1: 1,142,929 shares 1,142,929 $57.6M 6.99% +33,461 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: 206,208 shares; 2024Q4: 216,279 shares; 2025Q1: 361,697 shares; 2025Q2: 677,265 shares; 2025Q3: 785,903 shares; 2025Q4: 819,456 shares; 2026Q1: 567,769 shares 567,769 $57.1M 6.94% -251,687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893,495 shares 893,495 $46.4M 5.64% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,434 shares; 2024Q4: 256,227 shares; 2025Q1: 226,184 shares; 2025Q2: 184,102 shares; 2025Q3: 190,205 shares; 2025Q4: 189,714 shares; 2026Q1: 953,977 shares 953,977 $42.1M 5.12% +764,263 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: 123,077 shares; 2024Q4: 157,358 shares; 2025Q1: 133,829 shares; 2025Q2: 139,242 shares; 2025Q3: 144,332 shares; 2025Q4: 147,362 shares; 2026Q1: 139,514 shares 139,514 $35.4M 4.3% -7,848 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949,470 shares 949,470 $33.7M 4.1% new 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: not reported; 2025Q2: not reported; 2025Q3: 7,954 shares; 2025Q4: 838,842 shares; 2026Q1: 1,120,695 shares 1,120,695 $33.2M 4.04% +281,853 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: 145,405 shares; 2024Q4: 150,627 shares; 2025Q1: 171,064 shares; 2025Q2: 308,525 shares; 2025Q3: 333,982 shares; 2025Q4: 376,073 shares; 2026Q1: 299,599 shares 299,599 $19.2M 2.33% -76,474 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: 87,404 shares; 2024Q4: 94,628 shares; 2025Q1: 96,444 shares; 2025Q2: 105,901 shares; 2025Q3: 105,030 shares; 2025Q4: 103,586 shares; 2026Q1: 109,383 shares 109,383 $19.1M 2.32% +5,797 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: 45,112 shares; 2024Q4: 46,314 shares; 2025Q1: 43,004 shares; 2025Q2: 33,245 shares; 2025Q3: 35,108 shares; 2025Q4: 41,154 shares; 2026Q1: 43,184 shares 43,184 $18.4M 2.24% +2,030 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,162 shares 169,162 $17M 2.07% new 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: 52,655 shares; 2024Q4: 52,529 shares; 2025Q1: 52,617 shares; 2025Q2: 52,652 shares; 2025Q3: 51,324 shares; 2025Q4: 50,479 shares; 2026Q1: 50,781 shares 50,781 $16.3M 1.98% +302 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 487,524 shares 487,524 $15.1M 1.84% new 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: 219,777 shares; 2024Q4: 223,896 shares; 2025Q1: 164,841 shares; 2025Q2: 87,216 shares; 2025Q3: 80,047 shares; 2025Q4: 76,179 shares; 2026Q1: 114,173 shares 114,173 $12.6M 1.53% +37,994 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: not reported; 2025Q3: not reported; 2025Q4: 415,813 shares; 2026Q1: 469,675 shares 469,675 $12.3M 1.49% +53,862 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,318 shares; 2026Q1: 130,339 shares 130,339 $12.2M 1.48% +14,021 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: 22,633 shares; 2024Q4: 24,671 shares; 2025Q1: 22,797 shares; 2025Q2: 25,620 shares; 2025Q3: 26,662 shares; 2025Q4: 27,396 shares; 2026Q1: 27,007 shares 27,007 $10M 1.21% -389 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: 3,734 shares; 2024Q4: 3,741 shares; 2025Q1: 5,768 shares; 2025Q2: 5,341 shares; 2025Q3: 5,463 shares; 2025Q4: 30,470 shares; 2026Q1: 33,578 shares 33,578 $9.64M 1.17% +3,108 Timeline FTHI 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: 328,493 shares; 2025Q2: 387,576 shares; 2025Q3: 375,341 shares; 2025Q4: 457,777 shares; 2026Q1: 409,674 shares 409,674 $9.4M 1.14% -48,103 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,188 shares 116,188 $9.36M 1.14% new 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: 24,604 shares; 2024Q4: 29,591 shares; 2025Q1: 27,879 shares; 2025Q2: 26,795 shares; 2025Q3: 28,038 shares; 2025Q4: 30,577 shares; 2026Q1: 29,903 shares 29,903 $8.6M 1.04% -674 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 33,210 shares; 2025Q1: 33,472 shares; 2025Q2: 35,606 shares; 2025Q3: 39,037 shares; 2025Q4: 39,907 shares; 2026Q1: 38,064 shares 38,064 $7.93M 0.96% -1,843 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,714 shares; 2024Q4: 106,726 shares; 2025Q1: 149,255 shares; 2025Q2: 184,244 shares; 2025Q3: 149,625 shares; 2025Q4: 166,799 shares; 2026Q1: 169,999 shares 169,999 $7.37M 0.9% +3,200 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: 48,014 shares; 2024Q4: 50,372 shares; 2025Q1: 50,800 shares; 2025Q2: 53,952 shares; 2025Q3: 54,593 shares; 2025Q4: 53,268 shares; 2026Q1: 50,616 shares 50,616 $6.87M 0.83% -2,652 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,347 shares; 2025Q3: 97,789 shares; 2025Q4: 117,686 shares; 2026Q1: 124,768 shares 124,768 $6.17M 0.75% +7,082 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,658 shares 68,658 $4.79M 0.58% new 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: 132,165 shares; 2024Q4: 136,459 shares; 2025Q1: 103,876 shares; 2025Q2: 75,296 shares; 2025Q3: 78,946 shares; 2025Q4: 92,937 shares; 2026Q1: 97,168 shares 97,168 $4.7M 0.57% +4,231 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: 14,474 shares; 2024Q4: 15,015 shares; 2025Q1: 15,015 shares; 2025Q2: 15,376 shares; 2025Q3: 15,587 shares; 2025Q4: 15,872 shares; 2026Q1: 15,816 shares 15,816 $4.65M 0.57% -56 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: 5,374 shares; 2024Q4: 5,577 shares; 2025Q1: 5,953 shares; 2025Q2: 6,506 shares; 2025Q3: 6,923 shares; 2025Q4: 6,687 shares; 2026Q1: 7,806 shares 7,806 $4.47M 0.54% +1,119 Timeline SPTM 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: 43,290 shares; 2024Q4: 43,838 shares; 2025Q1: 44,228 shares; 2025Q2: 45,777 shares; 2025Q3: 49,297 shares; 2025Q4: 51,413 shares; 2026Q1: 49,122 shares 49,122 $3.88M 0.47% -2,291 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,932 shares; 2025Q4: 58,380 shares; 2026Q1: 70,083 shares 70,083 $3.5M 0.43% +11,703 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: 9,045 shares; 2024Q4: 9,292 shares; 2025Q1: 9,264 shares; 2025Q2: 9,125 shares; 2025Q3: 9,111 shares; 2025Q4: 9,223 shares; 2026Q1: 12,025 shares 12,025 $3.45M 0.42% +2,802 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,497 shares; 2025Q1: 3,571 shares; 2025Q2: 3,481 shares; 2025Q3: 3,090 shares; 2025Q4: 3,350 shares; 2026Q1: 3,732 shares 3,732 $3.43M 0.42% +382 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: 24,708 shares; 2024Q4: 24,906 shares; 2025Q1: 28,482 shares; 2025Q2: 29,140 shares; 2025Q3: 29,663 shares; 2025Q4: 25,324 shares; 2026Q1: 22,177 shares 22,177 $3.28M 0.4% -3,147 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: not reported; 2025Q3: not reported; 2025Q4: 79,983 shares; 2026Q1: 83,268 shares 83,268 $3.27M 0.4% +3,285 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: 6,433 shares; 2024Q4: 6,954 shares; 2025Q1: 7,441 shares; 2025Q2: 7,405 shares; 2025Q3: 7,423 shares; 2025Q4: 7,623 shares; 2026Q1: 7,382 shares 7,382 $3.22M 0.39% -241 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,488 shares; 2025Q4: 46,997 shares; 2026Q1: 59,504 shares 59,504 $3.14M 0.38% +12,507 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: 6,170 shares; 2024Q4: 6,247 shares; 2025Q1: 6,401 shares; 2025Q2: 6,841 shares; 2025Q3: 7,309 shares; 2025Q4: 9,314 shares; 2026Q1: 9,699 shares 9,699 $3M 0.36% +385 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: 20,694 shares; 2024Q4: 20,866 shares; 2025Q1: 19,825 shares; 2025Q2: 20,537 shares; 2025Q3: 21,666 shares; 2025Q4: 22,452 shares; 2026Q1: 22,952 shares 22,952 $2.85M 0.35% +500 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: 9,999 shares; 2024Q4: 9,274 shares; 2025Q1: 10,795 shares; 2025Q2: 10,177 shares; 2025Q3: 15,015 shares; 2025Q4: 16,471 shares; 2026Q1: 16,460 shares 16,460 $2.79M 0.34% -11 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 5,527 shares; 2025Q1: 4,972 shares; 2025Q2: 6,374 shares; 2025Q3: 6,694 shares; 2025Q4: 7,017 shares; 2026Q1: 6,739 shares 6,739 $2.51M 0.3% -278 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: 4,852 shares; 2024Q4: 5,097 shares; 2025Q1: 5,545 shares; 2025Q2: 4,959 shares; 2025Q3: 4,994 shares; 2025Q4: 5,110 shares; 2026Q1: 4,916 shares 4,916 $2.36M 0.29% -194 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: not reported; 2024Q4: not reported; 2025Q1: 10,669 shares; 2025Q2: 11,121 shares; 2025Q3: 11,645 shares; 2025Q4: 12,087 shares; 2026Q1: 11,902 shares 11,902 $2.3M 0.28% -185 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,722 shares; 2025Q1: 2,026 shares; 2025Q2: 2,128 shares; 2025Q3: 2,080 shares; 2025Q4: 2,038 shares; 2026Q1: 2,207 shares 2,207 $2.2M 0.27% +169 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: 2,599 shares; 2024Q4: 2,594 shares; 2025Q1: 2,598 shares; 2025Q2: 3,080 shares; 2025Q3: 3,380 shares; 2025Q4: 3,370 shares; 2026Q1: 3,327 shares 3,327 $2.17M 0.26% -43 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: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares; 2025Q4: 52,196 shares; 2026Q1: 52,231 shares 52,231 $2.03M 0.25% +35 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: 12,156 shares; 2024Q4: 18,635 shares; 2025Q1: 19,661 shares; 2025Q2: 21,631 shares; 2025Q3: 22,849 shares; 2025Q4: 23,282 shares; 2026Q1: 16,607 shares 16,607 $2M 0.24% -6,675 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: 13,024 shares; 2024Q4: 12,306 shares; 2025Q1: 14,023 shares; 2025Q2: 13,831 shares; 2025Q3: 13,670 shares; 2025Q4: 10,269 shares; 2026Q1: 10,304 shares 10,304 $1.98M 0.24% +35 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,473 shares; 2025Q1: 6,977 shares; 2025Q2: 7,404 shares; 2025Q3: 7,819 shares; 2025Q4: 8,072 shares; 2026Q1: 7,483 shares 7,483 $1.81M 0.22% -589 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: 7,021 shares; 2024Q4: 5,451 shares; 2025Q1: 5,994 shares; 2025Q2: 5,588 shares; 2025Q3: 6,229 shares; 2025Q4: 7,164 shares; 2026Q1: 7,374 shares 7,374 $1.8M 0.22% +210 Timeline ITWO 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: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 13,797 shares; 2025Q3: 11,896 shares; 2025Q4: 13,275 shares; 2026Q1: 44,699 shares 44,699 $1.78M 0.22% +31,424 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: 5,705 shares; 2024Q4: 6,187 shares; 2025Q1: 6,806 shares; 2025Q2: 7,051 shares; 2025Q3: 7,687 shares; 2025Q4: 7,821 shares; 2026Q1: 7,992 shares 7,992 $1.74M 0.21% +171 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: 3,618 shares; 2024Q4: 4,869 shares; 2025Q1: 5,194 shares; 2025Q2: 5,642 shares; 2025Q3: 6,286 shares; 2025Q4: 6,193 shares; 2026Q1: 5,794 shares 5,794 $1.64M 0.2% -399 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: 1,931 shares; 2024Q4: 2,056 shares; 2025Q1: 2,209 shares; 2025Q2: 2,437 shares; 2025Q3: 2,573 shares; 2025Q4: 2,580 shares; 2026Q1: 3,111 shares 3,111 $1.55M 0.19% +531 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: 6,027 shares; 2024Q4: 7,076 shares; 2025Q1: 6,644 shares; 2025Q2: 6,572 shares; 2025Q3: 5,223 shares; 2025Q4: 5,163 shares; 2026Q1: 4,819 shares 4,819 $1.46M 0.18% -344 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,626 shares; 2025Q4: 5,632 shares; 2026Q1: 6,159 shares 6,159 $1.46M 0.18% +527 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: 25,271 shares; 2024Q4: 25,789 shares; 2025Q1: 24,321 shares; 2025Q2: 23,691 shares; 2025Q3: 27,175 shares; 2025Q4: 28,455 shares; 2026Q1: 27,606 shares 27,606 $1.35M 0.16% -849 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: 9,128 shares; 2024Q4: 9,485 shares; 2025Q1: 9,114 shares; 2025Q2: 9,231 shares; 2025Q3: 8,985 shares; 2025Q4: 9,660 shares; 2026Q1: 8,981 shares 8,981 $1.3M 0.16% -679 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: 11,898 shares; 2024Q4: 11,934 shares; 2025Q1: 12,464 shares; 2025Q2: 13,713 shares; 2025Q3: 14,401 shares; 2025Q4: 15,334 shares; 2026Q1: 15,762 shares 15,762 $1.2M 0.15% +428 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: 3,266 shares; 2024Q4: 3,529 shares; 2025Q1: 3,467 shares; 2025Q2: 3,451 shares; 2025Q3: 3,600 shares; 2025Q4: 3,529 shares; 2026Q1: 3,641 shares 3,641 $1.2M 0.15% +112 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: 7,158 shares; 2024Q4: 7,324 shares; 2025Q1: 7,690 shares; 2025Q2: 8,111 shares; 2025Q3: 8,230 shares; 2025Q4: 8,894 shares; 2026Q1: 9,438 shares 9,438 $1.19M 0.14% +544 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: 635 shares; 2024Q4: 619 shares; 2025Q1: 677 shares; 2025Q2: 855 shares; 2025Q3: 958 shares; 2025Q4: 8,177 shares; 2026Q1: 12,367 shares 12,367 $1.19M 0.14% +4,190 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 11,975 shares; 2025Q4: 9,892 shares; 2026Q1: 8,659 shares 8,659 $1.17M 0.14% -1,233 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,952 shares; 2025Q1: 4,141 shares; 2025Q2: 3,767 shares; 2025Q3: 5,424 shares; 2025Q4: 5,298 shares; 2026Q1: 5,620 shares 5,620 $1.16M 0.14% +322 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: 845 shares; 2024Q4: 1,016 shares; 2025Q1: 983 shares; 2025Q2: 1,011 shares; 2025Q3: 1,210 shares; 2025Q4: 1,242 shares; 2026Q1: 1,304 shares 1,304 $1.14M 0.14% +62 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 2,005 shares; 2025Q1: 3,101 shares; 2025Q2: 5,083 shares; 2025Q3: 5,136 shares; 2025Q4: 5,616 shares; 2026Q1: 5,369 shares 5,369 $1.05M 0.13% -247 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: 2,503 shares; 2024Q4: 2,324 shares; 2025Q1: 1,792 shares; 2025Q2: 1,693 shares; 2025Q3: 2,208 shares; 2025Q4: 2,728 shares; 2026Q1: 3,762 shares 3,762 $1.02M 0.12% +1,034 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: 463 shares; 2024Q4: 583 shares; 2025Q1: 570 shares; 2025Q2: 547 shares; 2025Q3: 1,111 shares; 2025Q4: 1,107 shares; 2026Q1: 733 shares 733 $969K 0.12% -374 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: 10,792 shares; 2024Q4: 10,788 shares; 2025Q1: 10,169 shares; 2025Q2: 10,576 shares; 2025Q3: 12,132 shares; 2025Q4: 12,455 shares; 2026Q1: 12,336 shares 12,336 $957K 0.12% -119 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: 992 shares; 2024Q4: 1,610 shares; 2025Q1: 1,035 shares; 2025Q2: 971 shares; 2025Q3: 1,109 shares; 2025Q4: 1,305 shares; 2026Q1: 1,338 shares 1,338 $948K 0.12% +33 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: 2,694 shares; 2024Q4: 3,601 shares; 2025Q1: 4,513 shares; 2025Q2: 4,776 shares; 2025Q3: 4,858 shares; 2025Q4: 4,475 shares; 2026Q1: 2,601 shares 2,601 $915K 0.11% -1,874 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: 23,637 shares; 2024Q4: 25,129 shares; 2025Q1: 31,116 shares; 2025Q2: 35,862 shares; 2025Q3: 33,602 shares; 2025Q4: 30,437 shares; 2026Q1: 31,509 shares 31,509 $913K 0.11% +1,072 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: 4,469 shares; 2024Q4: 4,616 shares; 2025Q1: 4,715 shares; 2025Q2: 5,131 shares; 2025Q3: 5,325 shares; 2025Q4: 5,251 shares; 2026Q1: 5,500 shares 5,500 $909K 0.11% +249 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,071 shares; 2025Q1: 2,709 shares; 2025Q2: 3,433 shares; 2025Q3: 3,425 shares; 2025Q4: 3,498 shares; 2026Q1: 3,347 shares 3,347 $877K 0.11% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 2,168 shares; 2025Q4: 2,318 shares; 2026Q1: 2,411 shares 2,411 $814K 0.1% +93 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: 1,556 shares; 2024Q4: 1,610 shares; 2025Q1: 1,820 shares; 2025Q2: 1,872 shares; 2025Q3: 2,160 shares; 2025Q4: 2,210 shares; 2026Q1: 2,030 shares 2,030 $778K 0.09% -180 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: 2,533 shares; 2024Q4: 2,588 shares; 2025Q1: 2,969 shares; 2025Q2: 3,194 shares; 2025Q3: 3,219 shares; 2025Q4: 2,922 shares; 2026Q1: 2,471 shares 2,471 $768K 0.09% -451 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,057 shares; 2025Q1: 3,160 shares; 2025Q2: 5,335 shares; 2025Q3: 5,378 shares; 2025Q4: 5,657 shares; 2026Q1: 2,262 shares 2,262 $765K 0.09% -3,395 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: 1,507 shares; 2024Q4: 2,074 shares; 2025Q1: 2,066 shares; 2025Q2: 2,773 shares; 2025Q3: 3,381 shares; 2025Q4: 3,759 shares; 2026Q1: 4,750 shares 4,750 $699K 0.08% +991 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,152 shares; 2025Q2: 57,001 shares; 2025Q3: 54,795 shares; 2025Q4: 39,303 shares; 2026Q1: 38,702 shares 38,702 $687K 0.08% -601 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: 14,942 shares; 2024Q4: 14,824 shares; 2025Q1: 16,977 shares; 2025Q2: 19,874 shares; 2025Q3: 23,604 shares; 2025Q4: 23,137 shares; 2026Q1: 23,682 shares 23,682 $665K 0.08% +545 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: 7,537 shares; 2024Q4: 8,101 shares; 2025Q1: 9,810 shares; 2025Q2: 10,081 shares; 2025Q3: 8,224 shares; 2025Q4: 8,400 shares; 2026Q1: 9,091 shares 9,091 $662K 0.08% +691 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: not reported; 2024Q4: 2,222 shares; 2025Q1: 2,245 shares; 2025Q2: 3,229 shares; 2025Q3: 3,363 shares; 2025Q4: 3,451 shares; 2026Q1: 3,938 shares 3,938 $648K 0.08% +487 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: 469 shares; 2024Q4: 454 shares; 2025Q1: 505 shares; 2025Q2: 942 shares; 2025Q3: 952 shares; 2025Q4: 976 shares; 2026Q1: 977 shares 977 $635K 0.08% +1 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: not reported; 2024Q4: 4,740 shares; 2025Q1: 5,362 shares; 2025Q2: 5,309 shares; 2025Q3: 5,876 shares; 2025Q4: 5,474 shares; 2026Q1: 4,323 shares 4,323 $632K 0.08% -1,151 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: 3,082 shares; 2024Q4: 2,868 shares; 2025Q1: 2,903 shares; 2025Q2: 3,085 shares; 2025Q3: 3,096 shares; 2025Q4: 3,078 shares; 2026Q1: 3,253 shares 3,253 $632K 0.08% +175 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: 3,322 shares; 2024Q4: 3,400 shares; 2025Q1: 4,141 shares; 2025Q2: 5,020 shares; 2025Q3: 5,700 shares; 2025Q4: 5,457 shares; 2026Q1: 4,772 shares 4,772 $625K 0.08% -685 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares; 2025Q4: 7,979 shares; 2026Q1: 8,151 shares 8,151 $622K 0.08% +172 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: 2,071 shares; 2024Q4: 2,300 shares; 2025Q1: 2,678 shares; 2025Q2: 3,084 shares; 2025Q3: 3,449 shares; 2025Q4: 3,796 shares; 2026Q1: 3,802 shares 3,802 $607K 0.07% +6 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: 4,134 shares; 2024Q4: 3,933 shares; 2025Q1: 3,248 shares; 2025Q2: 3,199 shares; 2025Q3: 3,886 shares; 2025Q4: 3,913 shares; 2026Q1: 3,894 shares 3,894 $605K 0.07% -19 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: 6,619 shares; 2024Q4: 7,306 shares; 2025Q1: 7,543 shares; 2025Q2: 6,717 shares; 2025Q3: 6,958 shares; 2025Q4: 6,574 shares; 2026Q1: 6,181 shares 6,181 $596K 0.07% -393 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: 1,655 shares; 2024Q4: 1,472 shares; 2025Q1: 1,397 shares; 2025Q2: 663 shares; 2025Q3: 744 shares; 2025Q4: 849 shares; 2026Q1: 1,205 shares 1,205 $592K 0.07% +356 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: 3,086 shares; 2024Q4: 2,306 shares; 2025Q1: not reported; 2025Q2: 2,664 shares; 2025Q3: 2,719 shares; 2025Q4: 2,921 shares; 2026Q1: 2,912 shares 2,912 $592K 0.07% -9 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares; 2025Q4: 12,200 shares; 2026Q1: 12,205 shares 12,205 $570K 0.07% +5 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,195 shares; 2025Q1: 5,473 shares; 2025Q2: 5,682 shares; 2025Q3: 5,871 shares; 2025Q4: 5,796 shares; 2026Q1: 5,721 shares 5,721 $556K 0.07% -75 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: not reported; 2024Q4: 1,750 shares; 2025Q1: 2,387 shares; 2025Q2: 2,838 shares; 2025Q3: 3,435 shares; 2025Q4: 3,486 shares; 2026Q1: 1,695 shares 1,695 $553K 0.07% -1,791 Timeline CATH 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: 6,211 shares; 2024Q4: 6,211 shares; 2025Q1: 6,007 shares; 2025Q2: 5,219 shares; 2025Q3: 5,223 shares; 2025Q4: 6,412 shares; 2026Q1: 6,895 shares 6,895 $539K 0.07% +483 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: not reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 948 shares; 2025Q3: 909 shares; 2025Q4: 925 shares; 2026Q1: 931 shares 931 $537K 0.07% +6 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: 1,412 shares; 2024Q4: 2,631 shares; 2025Q1: 2,698 shares; 2025Q2: 2,659 shares; 2025Q3: 2,754 shares; 2025Q4: 2,792 shares; 2026Q1: 3,311 shares 3,311 $531K 0.06% +519 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: not reported; 2024Q4: not reported; 2025Q1: 11,115 shares; 2025Q2: 9,291 shares; 2025Q3: 10,809 shares; 2025Q4: 11,537 shares; 2026Q1: 11,866 shares 11,866 $524K 0.06% +329 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: 1,638 shares; 2024Q4: 1,935 shares; 2025Q1: 2,025 shares; 2025Q2: 1,809 shares; 2025Q3: 1,868 shares; 2025Q4: 1,981 shares; 2026Q1: 2,157 shares 2,157 $523K 0.06% +176 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,357 shares; 2026Q1: 2,414 shares 2,414 $516K 0.06% +57 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,634 shares 1,634 $514K 0.06% new 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: 1,697 shares; 2024Q4: 1,789 shares; 2025Q1: 1,803 shares; 2025Q2: 1,837 shares; 2025Q3: 1,886 shares; 2025Q4: 1,858 shares; 2026Q1: 2,400 shares 2,400 $504K 0.06% +542 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: 9,514 shares; 2024Q4: 9,135 shares; 2025Q1: 9,084 shares; 2025Q2: 9,513 shares; 2025Q3: 10,522 shares; 2025Q4: 9,358 shares; 2026Q1: 9,732 shares 9,732 $489K 0.06% +374 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: 8,407 shares; 2024Q4: 17,143 shares; 2025Q1: 17,037 shares; 2025Q2: 18,334 shares; 2025Q3: 18,366 shares; 2025Q4: 18,313 shares; 2026Q1: 16,798 shares 16,798 $488K 0.06% -1,515 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: 858 shares; 2024Q4: 785 shares; 2025Q1: 852 shares; 2025Q2: 788 shares; 2025Q3: 655 shares; 2025Q4: 324 shares; 2026Q1: 328 shares 328 $483K 0.06% +4 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 10,864 shares; 2025Q1: 14,192 shares; 2025Q2: 15,869 shares; 2025Q3: 15,441 shares; 2025Q4: 15,354 shares; 2026Q1: 8,514 shares 8,514 $479K 0.06% -6,840 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: 4,305 shares; 2024Q4: 4,669 shares; 2025Q1: 4,355 shares; 2025Q2: 3,867 shares; 2025Q3: 4,037 shares; 2025Q4: 4,687 shares; 2026Q1: 5,011 shares 5,011 $465K 0.06% +324 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: 7,646 shares; 2024Q4: 7,666 shares; 2025Q1: 7,684 shares; 2025Q2: 7,563 shares; 2025Q3: 7,548 shares; 2025Q4: 6,051 shares; 2026Q1: 6,045 shares 6,045 $463K 0.06% -6 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: 1,459 shares; 2024Q4: 1,374 shares; 2025Q1: 1,201 shares; 2025Q2: 1,058 shares; 2025Q3: 1,022 shares; 2025Q4: 4,699 shares; 2026Q1: 4,418 shares 4,418 $462K 0.06% -281 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 1,154 shares; 2025Q1: 1,173 shares; 2025Q2: 1,132 shares; 2025Q3: 1,141 shares; 2025Q4: 947 shares; 2026Q1: 928 shares 928 $455K 0.06% -19 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 3,142 shares; 2025Q1: 3,546 shares; 2025Q2: 3,698 shares; 2025Q3: 3,645 shares; 2025Q4: 2,885 shares; 2026Q1: 1,501 shares 1,501 $454K 0.06% -1,384 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: 814 shares; 2024Q4: 1,054 shares; 2025Q1: 1,118 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares; 2025Q4: 1,319 shares; 2026Q1: 985 shares 985 $454K 0.06% -334 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: not reported; 2024Q4: 399 shares; 2025Q1: 391 shares; 2025Q2: 443 shares; 2025Q3: 456 shares; 2025Q4: 511 shares; 2026Q1: 535 shares 535 $452K 0.05% +24 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: 620 shares; 2024Q4: 1,441 shares; 2025Q1: 1,666 shares; 2025Q2: 1,700 shares; 2025Q3: 1,466 shares; 2025Q4: 1,490 shares; 2026Q1: 839 shares 839 $451K 0.05% -651 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: 2,985 shares; 2024Q4: 5,158 shares; 2025Q1: 6,451 shares; 2025Q2: 6,868 shares; 2025Q3: 8,231 shares; 2025Q4: 6,347 shares; 2026Q1: 3,479 shares 3,479 $448K 0.05% -2,868 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: 1,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 2,404 shares; 2026Q1: 1,306 shares 1,306 $447K 0.05% -1,098 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: 4,503 shares; 2024Q4: 4,777 shares; 2025Q1: 4,688 shares; 2025Q2: 5,526 shares; 2025Q3: 7,890 shares; 2025Q4: 6,843 shares; 2026Q1: 6,722 shares 6,722 $444K 0.05% -121 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: 5,048 shares; 2024Q4: 5,055 shares; 2025Q1: 4,793 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 6,061 shares; 2026Q1: 4,878 shares 4,878 $442K 0.05% -1,183 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: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 3,389 shares; 2025Q3: 3,548 shares; 2025Q4: 3,916 shares; 2026Q1: 3,859 shares 3,859 $438K 0.05% -57 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,412 shares; 2025Q1: 2,624 shares; 2025Q2: 2,562 shares; 2025Q3: 2,535 shares; 2025Q4: 2,449 shares; 2026Q1: 2,580 shares 2,580 $436K 0.05% +131 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: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 630 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 774 shares 774 $436K 0.05% +216 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: 911 shares; 2024Q4: 535 shares; 2025Q1: 708 shares; 2025Q2: 630 shares; 2025Q3: 696 shares; 2025Q4: 549 shares; 2026Q1: 873 shares 873 $433K 0.05% +324 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,757 shares; 2025Q1: 2,787 shares; 2025Q2: 2,786 shares; 2025Q3: 2,913 shares; 2025Q4: 2,963 shares; 2026Q1: 3,175 shares 3,175 $416K 0.05% +212 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: 489 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 480 shares; 2025Q3: 474 shares; 2025Q4: 496 shares; 2026Q1: 462 shares 462 $414K 0.05% -34 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,929 shares; 2025Q4: 7,236 shares; 2026Q1: 7,361 shares 7,361 $409K 0.05% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: 2,644 shares; 2026Q1: 2,994 shares 2,994 $407K 0.05% +350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,677 shares; 2025Q4: 1,825 shares; 2026Q1: 2,045 shares 2,045 $407K 0.05% +220 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 443 shares; 2026Q1: 470 shares 470 $407K 0.05% +27 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: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares; 2025Q4: 13,680 shares; 2026Q1: 13,735 shares 13,735 $404K 0.05% +55 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 2,129 shares; 2025Q4: 2,661 shares; 2026Q1: 2,886 shares 2,886 $402K 0.05% +225 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,605 shares; 2025Q1: 2,764 shares; 2025Q2: 3,084 shares; 2025Q3: 4,102 shares; 2025Q4: 3,892 shares; 2026Q1: 4,167 shares 4,167 $402K 0.05% +275 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: 1,758 shares; 2024Q4: 1,827 shares; 2025Q1: 1,785 shares; 2025Q2: 1,839 shares; 2025Q3: 1,835 shares; 2025Q4: 1,924 shares; 2026Q1: 1,968 shares 1,968 $400K 0.05% +44 Timeline GENM 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: not reported; 2026Q1: 36,535 shares 36,535 $374K 0.05% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,962 shares 7,962 $372K 0.05% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares; 2025Q4: 10,079 shares; 2026Q1: 10,917 shares 10,917 $371K 0.05% +838 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,574 shares; 2025Q1: 4,572 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares; 2026Q1: 4,255 shares 4,255 $369K 0.04% 0 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: 1,536 shares; 2024Q4: 1,544 shares; 2025Q1: not reported; 2025Q2: 181,897 shares; 2025Q3: 176,161 shares; 2025Q4: 1,854 shares; 2026Q1: 1,725 shares 1,725 $369K 0.04% -129 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,311 shares; 2025Q1: 5,357 shares; 2025Q2: 5,221 shares; 2025Q3: 5,215 shares; 2025Q4: 5,250 shares; 2026Q1: 5,560 shares 5,560 $363K 0.04% +310 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: 1,767 shares; 2024Q4: 2,188 shares; 2025Q1: 2,190 shares; 2025Q2: 2,225 shares; 2025Q3: 2,745 shares; 2025Q4: 2,243 shares; 2026Q1: 2,537 shares 2,537 $361K 0.04% +294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 887 shares; 2025Q4: 1,001 shares; 2026Q1: 1,105 shares 1,105 $352K 0.04% +104 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: 706 shares; 2024Q4: 777 shares; 2025Q1: 505 shares; 2025Q2: 624 shares; 2025Q3: 577 shares; 2025Q4: 492 shares; 2026Q1: 576 shares 576 $348K 0.04% +84 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,180 shares; 2025Q4: 1,041 shares; 2026Q1: 870 shares 870 $340K 0.04% -171 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: 927 shares; 2024Q4: 928 shares; 2025Q1: 867 shares; 2025Q2: 825 shares; 2025Q3: 713 shares; 2025Q4: 606 shares; 2026Q1: 310 shares 310 $339K 0.04% -296 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,835 shares; 2025Q1: 4,789 shares; 2025Q2: 4,840 shares; 2025Q3: 4,867 shares; 2025Q4: 4,783 shares; 2026Q1: 4,782 shares 4,782 $331K 0.04% -1 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: 4,290 shares; 2024Q4: 4,302 shares; 2025Q1: 4,304 shares; 2025Q2: 4,310 shares; 2025Q3: 4,702 shares; 2025Q4: 4,327 shares; 2026Q1: 4,328 shares 4,328 $325K 0.04% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 687 shares; 2025Q3: 728 shares; 2025Q4: 749 shares; 2026Q1: 684 shares 684 $324K 0.04% -65 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: 731 shares; 2024Q4: 1,142 shares; 2025Q1: 1,439 shares; 2025Q2: 1,292 shares; 2025Q3: 1,207 shares; 2025Q4: 1,343 shares; 2026Q1: 1,718 shares 1,718 $321K 0.04% +375 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: 5,766 shares; 2024Q4: 4,101 shares; 2025Q1: 3,221 shares; 2025Q2: 3,431 shares; 2025Q3: 2,973 shares; 2025Q4: 3,101 shares; 2026Q1: 1,685 shares 1,685 $320K 0.04% -1,416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 827 shares; 2026Q1: 1,129 shares 1,129 $315K 0.04% +302 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: not reported; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,947 shares; 2026Q1: 5,086 shares 5,086 $308K 0.04% +139 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,789 shares; 2025Q4: 1,777 shares; 2026Q1: 1,671 shares 1,671 $305K 0.04% -106 Timeline GRID 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: 1,845 shares; 2025Q4: 1,746 shares; 2026Q1: 1,860 shares 1,860 $304K 0.04% +114 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: not reported; 2024Q4: 4,281 shares; 2025Q1: 3,064 shares; 2025Q2: 3,415 shares; 2025Q3: 3,655 shares; 2025Q4: 3,982 shares; 2026Q1: 3,799 shares 3,799 $302K 0.04% -183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares; 2026Q1: 3,409 shares 3,409 $301K 0.04% +102 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: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,305 shares; 2025Q3: 2,306 shares; 2025Q4: 2,542 shares; 2026Q1: 2,415 shares 2,415 $300K 0.04% -127 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 2,226 shares; 2026Q1: 2,215 shares 2,215 $300K 0.04% -11 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: 914 shares; 2024Q4: 903 shares; 2025Q1: 947 shares; 2025Q2: 1,130 shares; 2025Q3: 1,049 shares; 2025Q4: 1,073 shares; 2026Q1: 1,028 shares 1,028 $295K 0.04% -45 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares; 2026Q1: 745 shares 745 $292K 0.04% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 906 shares 906 $290K 0.04% +276 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: 1,503 shares; 2024Q4: 1,456 shares; 2025Q1: 1,092 shares; 2025Q2: 1,152 shares; 2025Q3: 757 shares; 2025Q4: 730 shares; 2026Q1: 810 shares 810 $290K 0.04% +80 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: 1,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,362 shares 3,362 $287K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,367 shares; 2025Q1: 2,574 shares; 2025Q2: 2,996 shares; 2025Q3: 2,864 shares; 2025Q4: 2,851 shares; 2026Q1: 2,726 shares 2,726 $280K 0.03% -125 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares; 2025Q4: 1,190 shares; 2026Q1: 889 shares 889 $279K 0.03% -301 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507 shares 507 $278K 0.03% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 354,039 shares; 2025Q3: 400,210 shares; 2025Q4: 355,079 shares; 2026Q1: 2,745 shares 2,745 $275K 0.03% -352,334 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares; 2025Q4: 3,766 shares; 2026Q1: 3,787 shares 3,787 $275K 0.03% +21 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 700 shares; 2025Q1: 679 shares; 2025Q2: 690 shares; 2025Q3: 610 shares; 2025Q4: 623 shares; 2026Q1: 656 shares 656 $273K 0.03% +33 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: 977 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,181 shares; 2025Q4: 1,170 shares; 2026Q1: 1,157 shares 1,157 $273K 0.03% -13 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: not reported; 2024Q4: 4,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,489 shares; 2025Q4: 4,918 shares; 2026Q1: 5,245 shares 5,245 $273K 0.03% +327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 745 shares; 2026Q1: 793 shares 793 $272K 0.03% +48 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares; 2025Q4: 3,811 shares; 2026Q1: 3,821 shares 3,821 $271K 0.03% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 384 shares; 2026Q1: 397 shares 397 $271K 0.03% +13 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: 1,781 shares; 2024Q4: 1,863 shares; 2025Q1: 1,873 shares; 2025Q2: 1,722 shares; 2025Q3: 1,669 shares; 2025Q4: 1,612 shares; 2026Q1: 621 shares 621 $269K 0.03% -991 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: 5,217 shares; 2024Q4: 5,217 shares; 2025Q1: 5,217 shares; 2025Q2: 5,217 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares; 2026Q1: 6,319 shares 6,319 $267K 0.03% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $266K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares 802 $263K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,452 shares; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $263K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $262K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 2,524 shares; 2025Q4: 2,654 shares; 2026Q1: 2,203 shares 2,203 $261K 0.03% -451 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: not reported; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: 7,098 shares; 2025Q3: 6,902 shares; 2025Q4: 7,229 shares; 2026Q1: 2,774 shares 2,774 $261K 0.03% -4,455 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,645 shares; 2025Q1: 11,082 shares; 2025Q2: 11,082 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares 9,645 $260K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: 10,186 shares; 2025Q4: 10,193 shares; 2026Q1: 10,199 shares 10,199 $256K 0.03% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 7,598 shares; 2026Q1: 5,702 shares 5,702 $254K 0.03% -1,896 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,102 shares 1,102 $254K 0.03% +57 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,214 shares; 2026Q1: 9,230 shares 9,230 $253K 0.03% +16 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: 10,386 shares; 2024Q4: 10,663 shares; 2025Q1: 9,576 shares; 2025Q2: 8,005 shares; 2025Q3: 7,740 shares; 2025Q4: 7,735 shares; 2026Q1: 3,485 shares 3,485 $251K 0.03% -4,250 Timeline SKYY 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: 2,588 shares; 2024Q4: 2,326 shares; 2025Q1: 2,245 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,289 shares 2,289 $250K 0.03% -36 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: not reported; 2024Q4: 6,751 shares; 2025Q1: 9,214 shares; 2025Q2: 9,841 shares; 2025Q3: 10,625 shares; 2025Q4: 10,150 shares; 2026Q1: 2,887 shares 2,887 $250K 0.03% -7,263 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: 445 shares; 2025Q1: 518 shares; 2025Q2: 582 shares; 2025Q3: 604 shares; 2025Q4: 508 shares; 2026Q1: 260 shares 260 $250K 0.03% -248 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,004 shares 1,004 $245K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares 989 $244K 0.03% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares; 2026Q1: 4,407 shares 4,407 $243K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $241K 0.03% new 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: 1,917 shares; 2024Q4: 2,067 shares; 2025Q1: 2,226 shares; 2025Q2: 2,232 shares; 2025Q3: 2,039 shares; 2025Q4: 2,109 shares; 2026Q1: 2,074 shares 2,074 $238K 0.03% -35 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,120 shares 2,120 $238K 0.03% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,864 shares; 2025Q4: not reported; 2026Q1: 1,631 shares 1,631 $236K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,284 shares 1,284 $234K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,669 shares; 2025Q4: 1,705 shares; 2026Q1: 1,864 shares 1,864 $229K 0.03% +159 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 4,488 shares; 2025Q1: 3,812 shares; 2025Q2: 3,732 shares; 2025Q3: 2,741 shares; 2025Q4: 2,744 shares; 2026Q1: 1,146 shares 1,146 $227K 0.03% -1,598 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 728 shares; 2025Q4: 1,024 shares; 2026Q1: 463 shares 463 $225K 0.03% -561 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,619 shares 3,619 $224K 0.03% new 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: 3,039 shares; 2024Q4: 2,761 shares; 2025Q1: 2,238 shares; 2025Q2: 1,682 shares; 2025Q3: 1,685 shares; 2025Q4: 1,688 shares; 2026Q1: 1,691 shares 1,691 $223K 0.03% +3 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,858 shares; 2025Q4: 2,927 shares; 2026Q1: 3,014 shares 3,014 $220K 0.03% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $217K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares 1,632 $216K 0.03% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,637 shares; 2025Q2: 1,714 shares; 2025Q3: 1,723 shares; 2025Q4: 1,622 shares; 2026Q1: 1,728 shares 1,728 $216K 0.03% +106 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,804 shares; 2024Q4: 2,553 shares; 2025Q1: 1,637 shares; 2025Q2: 1,470 shares; 2025Q3: 1,483 shares; 2025Q4: 1,539 shares; 2026Q1: 1,589 shares 1,589 $215K 0.03% +50 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: 1,477 shares; 2024Q4: 1,406 shares; 2025Q1: 1,238 shares; 2025Q2: 1,015 shares; 2025Q3: 1,041 shares; 2025Q4: 1,331 shares; 2026Q1: 1,080 shares 1,080 $214K 0.03% -251 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 4,375 shares; 2026Q1: 4,386 shares 4,386 $213K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,603 shares 1,603 $212K 0.03% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,038 shares; 2024Q4: 9,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,237 shares; 2026Q1: 5,219 shares 5,219 $211K 0.03% -18 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,467 shares; 2025Q2: 2,255 shares; 2025Q3: 2,096 shares; 2025Q4: 2,139 shares; 2026Q1: 758 shares 758 $211K 0.03% -1,381 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: 2,628 shares 2,628 $210K 0.03% +180 Timeline CRPT 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: 17,974 shares; 2024Q4: 18,142 shares; 2025Q1: 19,032 shares; 2025Q2: 17,906 shares; 2025Q3: 17,906 shares; 2025Q4: 17,975 shares; 2026Q1: 18,006 shares 18,006 $210K 0.03% +31 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,922 shares 4,922 $209K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,042 shares; 2026Q1: 3,044 shares 3,044 $206K 0.02% +2 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: 4,997 shares; 2024Q4: 18,279 shares; 2025Q1: 22,751 shares; 2025Q2: 22,951 shares; 2025Q3: 23,891 shares; 2025Q4: 23,452 shares; 2026Q1: 7,149 shares 7,149 $205K 0.02% -16,303 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $205K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares 185 $202K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 49 shares; 2025Q4: 52 shares; 2026Q1: 48 shares 48 $202K 0.02% -4 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,105 shares; 2024Q4: 189,455 shares; 2025Q1: 213,357 shares; 2025Q2: not reported; 2025Q3: 13,421 shares; 2025Q4: 10,312 shares; 2026Q1: 11,312 shares 11,312 $194K 0.02% +1,000 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,415 shares 11,415 $132K 0.02% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 31,511 shares; 2025Q2: 23,415 shares; 2025Q3: 23,415 shares; 2025Q4: 23,415 shares; 2026Q1: 23,702 shares 23,702 $38.4K <0.01% +287 Timeline