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: 371,207 shares; 2024Q4: 395,201 shares; 2025Q1: 410,508 shares; 2025Q2: 437,487 shares; 2025Q3: 2,816,882 shares; 2025Q4: 3,036,683 shares; 2026Q1: 3,006,863 shares 3,006,863 $1.8B 13.52% -29,820 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: 25,610,568 shares; 2024Q4: 26,239,480 shares; 2025Q1: 31,236,922 shares; 2025Q2: 32,970,303 shares; 2025Q3: 34,779,046 shares; 2025Q4: 35,831,024 shares; 2026Q1: 37,368,877 shares 37,368,877 $958M 7.21% +1,537,853 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: 550,302 shares; 2024Q4: 562,903 shares; 2025Q1: 653,396 shares; 2025Q2: 765,000 shares; 2025Q3: 2,216,889 shares; 2025Q4: 2,357,405 shares; 2026Q1: 9,946,833 shares 9,946,833 $714M 5.37% +7,589,428 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: 1,039,890 shares; 2024Q4: 1,025,575 shares; 2025Q1: 1,046,694 shares; 2025Q2: 1,083,431 shares; 2025Q3: 10,887,168 shares; 2025Q4: 11,055,006 shares; 2026Q1: 10,948,174 shares 10,948,174 $702M 5.28% -106,832 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: 1,584,817 shares; 2024Q4: 1,715,561 shares; 2025Q1: 1,786,452 shares; 2025Q2: 1,801,405 shares; 2025Q3: 3,229,930 shares; 2025Q4: 3,277,770 shares; 2026Q1: 3,371,516 shares 3,371,516 $661M 4.98% +93,746 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: 758,597 shares; 2024Q4: 784,422 shares; 2025Q1: 809,487 shares; 2025Q2: 869,661 shares; 2025Q3: 1,372,695 shares; 2025Q4: 1,370,951 shares; 2026Q1: 8,485,080 shares 8,485,080 $618M 4.65% +7,114,129 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039,824 shares; 2024Q4: 1,038,570 shares; 2025Q1: 1,098,406 shares; 2025Q2: 1,282,119 shares; 2025Q3: 1,304,328 shares; 2025Q4: 1,314,815 shares; 2026Q1: 1,369,690 shares 1,369,690 $409M 3.08% +54,875 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: 5,350,147 shares; 2024Q4: 5,713,007 shares; 2025Q1: 5,742,827 shares; 2025Q2: 5,497,255 shares; 2025Q3: 5,515,662 shares; 2025Q4: 5,666,498 shares; 2026Q1: 5,559,794 shares 5,559,794 $388M 2.92% -106,704 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: 465,913 shares; 2024Q4: 474,839 shares; 2025Q1: 495,663 shares; 2025Q2: 527,554 shares; 2025Q3: 537,962 shares; 2025Q4: 540,665 shares; 2026Q1: 550,875 shares 550,875 $360M 2.71% +10,210 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: 7,184,166 shares; 2024Q4: 7,481,182 shares; 2025Q1: 8,865,258 shares; 2025Q2: 9,465,593 shares; 2025Q3: 10,021,294 shares; 2025Q4: 10,669,428 shares; 2026Q1: 11,267,842 shares 11,267,842 $349M 2.63% +598,414 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870,840 shares; 2024Q4: 2,019,042 shares; 2025Q1: 2,024,959 shares; 2025Q2: 2,139,118 shares; 2025Q3: 2,349,867 shares; 2025Q4: 2,525,201 shares; 2026Q1: 2,684,302 shares 2,684,302 $243M 1.83% +159,101 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: 3,203,535 shares; 2024Q4: 3,785,981 shares; 2025Q1: 3,274,439 shares; 2025Q2: 3,274,605 shares; 2025Q3: 3,250,918 shares; 2025Q4: 3,237,596 shares; 2026Q1: 2,778,927 shares 2,778,927 $202M 1.52% -458,669 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764,078 shares; 2024Q4: 786,783 shares; 2025Q1: 823,904 shares; 2025Q2: 873,129 shares; 2025Q3: 886,534 shares; 2025Q4: 1,022,955 shares; 2026Q1: 1,090,118 shares 1,090,118 $201M 1.51% +67,163 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: 4,859,051 shares; 2024Q4: 4,801,342 shares; 2025Q1: 5,301,276 shares; 2025Q2: 5,757,249 shares; 2025Q3: 5,867,969 shares; 2025Q4: 5,729,958 shares; 2026Q1: 6,434,196 shares 6,434,196 $187M 1.41% +704,238 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: 428,996 shares; 2024Q4: 463,399 shares; 2025Q1: 497,435 shares; 2025Q2: 597,195 shares; 2025Q3: 621,300 shares; 2025Q4: 672,555 shares; 2026Q1: 717,522 shares 717,522 $185M 1.39% +44,967 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: 1,432,653 shares; 2024Q4: 1,466,229 shares; 2025Q1: 1,437,266 shares; 2025Q2: 1,461,545 shares; 2025Q3: 1,478,979 shares; 2025Q4: 1,470,990 shares; 2026Q1: 1,468,209 shares 1,468,209 $183M 1.37% -2,781 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: 630,978 shares; 2024Q4: 640,275 shares; 2025Q1: 626,839 shares; 2025Q2: 718,068 shares; 2025Q3: 760,672 shares; 2025Q4: 701,224 shares; 2026Q1: 709,322 shares 709,322 $180M 1.35% +8,098 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: 344,146 shares; 2024Q4: 353,235 shares; 2025Q1: 484,613 shares; 2025Q2: 503,853 shares; 2025Q3: 573,064 shares; 2025Q4: 527,290 shares; 2026Q1: 529,490 shares 529,490 $170M 1.28% +2,200 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: 469,044 shares; 2024Q4: 485,602 shares; 2025Q1: 490,383 shares; 2025Q2: 502,158 shares; 2025Q3: 506,199 shares; 2025Q4: 506,845 shares; 2026Q1: 536,196 shares 536,196 $162M 1.22% +29,351 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,885 shares; 2024Q4: 542,600 shares; 2025Q1: 616,976 shares; 2025Q2: 737,034 shares; 2025Q3: 1,012,373 shares; 2025Q4: 1,554,738 shares; 2026Q1: 1,746,817 shares 1,746,817 $160M 1.2% +192,079 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311,151 shares; 2024Q4: 3,427,107 shares; 2025Q1: 3,837,471 shares; 2025Q2: 4,544,933 shares; 2025Q3: 4,734,490 shares; 2025Q4: 4,721,385 shares; 2026Q1: 5,065,538 shares 5,065,538 $154M 1.16% +344,153 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: 1,219,810 shares; 2024Q4: 1,184,607 shares; 2025Q1: 1,249,362 shares; 2025Q2: 1,263,378 shares; 2025Q3: 1,293,428 shares; 2025Q4: 1,269,877 shares; 2026Q1: 1,285,735 shares 1,285,735 $145M 1.09% +15,858 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: 499,935 shares; 2024Q4: 505,282 shares; 2025Q1: 466,312 shares; 2025Q2: 477,756 shares; 2025Q3: 495,332 shares; 2025Q4: 506,835 shares; 2026Q1: 509,817 shares 509,817 $134M 1% +2,982 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: 148,675 shares; 2024Q4: 150,336 shares; 2025Q1: 151,729 shares; 2025Q2: 159,852 shares; 2025Q3: 171,487 shares; 2025Q4: 175,049 shares; 2026Q1: 182,562 shares 182,562 $119M 0.89% +7,513 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: 259,415 shares; 2024Q4: 259,446 shares; 2025Q1: 265,996 shares; 2025Q2: 270,073 shares; 2025Q3: 262,935 shares; 2025Q4: 255,913 shares; 2026Q1: 1,096,064 shares 1,096,064 $117M 0.88% +840,151 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: 1,079,536 shares; 2024Q4: 1,099,386 shares; 2025Q1: 1,122,054 shares; 2025Q2: 1,643,920 shares; 2025Q3: 1,707,385 shares; 2025Q4: 1,722,738 shares; 2026Q1: 1,725,321 shares 1,725,321 $117M 0.88% +2,583 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: 3,689,888 shares; 2024Q4: 3,851,680 shares; 2025Q1: 4,175,358 shares; 2025Q2: 4,410,971 shares; 2025Q3: 4,404,339 shares; 2025Q4: 4,563,437 shares; 2026Q1: 4,579,118 shares 4,579,118 $113M 0.85% +15,681 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: 370,796 shares; 2024Q4: 387,247 shares; 2025Q1: 391,713 shares; 2025Q2: 437,040 shares; 2025Q3: 449,384 shares; 2025Q4: 468,700 shares; 2026Q1: 495,314 shares 495,314 $108M 0.81% +26,614 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,719 shares; 2024Q4: 325,880 shares; 2025Q1: 351,642 shares; 2025Q2: 358,694 shares; 2025Q3: 369,806 shares; 2025Q4: 363,813 shares; 2026Q1: 370,632 shares 370,632 $78.3M 0.59% +6,819 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: 145,069 shares; 2024Q4: 147,805 shares; 2025Q1: 150,229 shares; 2025Q2: 150,080 shares; 2025Q3: 152,118 shares; 2025Q4: 151,710 shares; 2026Q1: 159,027 shares 159,027 $76.2M 0.57% +7,317 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: 312,815 shares; 2024Q4: 315,448 shares; 2025Q1: 324,419 shares; 2025Q2: 330,078 shares; 2025Q3: 330,241 shares; 2025Q4: 329,410 shares; 2026Q1: 354,938 shares 354,938 $75.8M 0.57% +25,528 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: 161,121 shares; 2024Q4: 162,589 shares; 2025Q1: 166,813 shares; 2025Q2: 181,794 shares; 2025Q3: 188,938 shares; 2025Q4: 190,523 shares; 2026Q1: 192,108 shares 192,108 $71.1M 0.54% +1,585 Timeline IGF 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: 512,733 shares; 2024Q4: 886,372 shares; 2025Q1: 894,687 shares; 2025Q2: 936,480 shares; 2025Q3: 976,736 shares; 2025Q4: 998,145 shares; 2026Q1: 1,030,968 shares 1,030,968 $69.1M 0.52% +32,823 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: 1,527,541 shares; 2024Q4: 1,581,682 shares; 2025Q1: 1,692,636 shares; 2025Q2: 1,768,550 shares; 2025Q3: 1,843,037 shares; 2025Q4: 1,893,189 shares; 2026Q1: 1,914,788 shares 1,914,788 $63.1M 0.47% +21,599 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: 272,275 shares; 2025Q1: 268,894 shares; 2025Q2: 266,621 shares; 2025Q3: 314,403 shares; 2025Q4: 297,355 shares; 2026Q1: 282,997 shares 282,997 $60.5M 0.46% -14,358 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: 531,996 shares; 2024Q4: 576,226 shares; 2025Q1: 721,392 shares; 2025Q2: 716,214 shares; 2025Q3: 729,446 shares; 2025Q4: 729,541 shares; 2026Q1: 775,668 shares 775,668 $59.8M 0.45% +46,127 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: 1,417,477 shares; 2024Q4: 1,435,140 shares; 2025Q1: 1,507,532 shares; 2025Q2: 1,909,449 shares; 2025Q3: 1,958,128 shares; 2025Q4: 1,955,282 shares; 2026Q1: 2,025,667 shares 2,025,667 $58.9M 0.44% +70,385 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: 304,344 shares; 2024Q4: 306,230 shares; 2025Q1: 228,513 shares; 2025Q2: 231,039 shares; 2025Q3: 232,113 shares; 2025Q4: 229,293 shares; 2026Q1: 237,086 shares 237,086 $58.8M 0.44% +7,793 Timeline AMID EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027,016 shares; 2024Q4: 1,236,643 shares; 2025Q1: 1,396,130 shares; 2025Q2: 1,627,459 shares; 2025Q3: 1,759,639 shares; 2025Q4: 1,809,956 shares; 2026Q1: 1,804,278 shares 1,804,278 $58M 0.44% -5,678 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: 254,380 shares; 2024Q4: 275,403 shares; 2025Q1: 252,482 shares; 2025Q2: 299,654 shares; 2025Q3: 335,134 shares; 2025Q4: 332,946 shares; 2026Q1: 322,200 shares 322,200 $56.2M 0.42% -10,746 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: 851,876 shares; 2024Q4: 845,635 shares; 2025Q1: 675,036 shares; 2025Q2: 681,756 shares; 2025Q3: 747,377 shares; 2025Q4: 746,676 shares; 2026Q1: 735,263 shares 735,263 $55.2M 0.42% -11,413 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: 315,758 shares; 2024Q4: 320,031 shares; 2025Q1: 340,284 shares; 2025Q2: 264,309 shares; 2025Q3: 301,139 shares; 2025Q4: 327,388 shares; 2026Q1: 332,863 shares 332,863 $49.3M 0.37% +5,475 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: 94,004 shares; 2024Q4: 144,681 shares; 2025Q1: 166,110 shares; 2025Q2: 379,673 shares; 2025Q3: 447,770 shares; 2025Q4: 478,795 shares; 2026Q1: 440,596 shares 440,596 $49.1M 0.37% -38,199 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912,815 shares; 2024Q4: 865,783 shares; 2025Q1: 859,285 shares; 2025Q2: 748,688 shares; 2025Q3: 769,820 shares; 2025Q4: 803,244 shares; 2026Q1: 826,843 shares 826,843 $44.7M 0.34% +23,599 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: 128,401 shares; 2024Q4: 136,508 shares; 2025Q1: 137,135 shares; 2025Q2: 148,720 shares; 2025Q3: 153,528 shares; 2025Q4: 147,659 shares; 2026Q1: 150,121 shares 150,121 $43.2M 0.32% +2,462 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,117 shares; 2024Q4: 330,990 shares; 2025Q1: 326,411 shares; 2025Q2: 278,925 shares; 2025Q3: 272,977 shares; 2025Q4: 284,161 shares; 2026Q1: 280,481 shares 280,481 $40.9M 0.31% -3,680 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899,255 shares; 2025Q4: 909,360 shares; 2026Q1: 897,061 shares 897,061 $40.5M 0.3% -12,299 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,888 shares; 2024Q4: 474,857 shares; 2025Q1: 462,086 shares; 2025Q2: 446,208 shares; 2025Q3: 441,915 shares; 2025Q4: 436,406 shares; 2026Q1: 452,995 shares 452,995 $40.2M 0.3% +16,589 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: 171,414 shares; 2024Q4: 181,709 shares; 2025Q1: 174,207 shares; 2025Q2: 183,490 shares; 2025Q3: 180,515 shares; 2025Q4: 181,075 shares; 2026Q1: 187,553 shares 187,553 $39.1M 0.29% +6,478 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,588 shares; 2024Q4: 460,339 shares; 2025Q1: 473,295 shares; 2025Q2: 470,679 shares; 2025Q3: 468,555 shares; 2025Q4: 446,904 shares; 2026Q1: 469,189 shares 469,189 $36.8M 0.28% +22,285 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,945 shares; 2024Q4: 324,216 shares; 2025Q1: 333,093 shares; 2025Q2: 336,039 shares; 2025Q3: 374,771 shares; 2025Q4: 375,515 shares; 2026Q1: 366,270 shares 366,270 $35.6M 0.27% -9,245 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 49 shares; 2025Q2: 51 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $35.2M 0.26% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,963 shares; 2024Q4: 194,250 shares; 2025Q1: 195,597 shares; 2025Q2: 220,049 shares; 2025Q3: 227,479 shares; 2025Q4: 227,365 shares; 2026Q1: 232,555 shares 232,555 $33.7M 0.25% +5,190 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: 197,529 shares; 2024Q4: 199,645 shares; 2025Q1: 205,915 shares; 2025Q2: 236,698 shares; 2025Q3: 237,990 shares; 2025Q4: 243,599 shares; 2026Q1: 256,552 shares 256,552 $32.9M 0.25% +12,953 Timeline ABIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581,188 shares; 2025Q3: 775,489 shares; 2025Q4: 957,663 shares; 2026Q1: 1,106,816 shares 1,106,816 $32.4M 0.24% +149,153 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: 486,802 shares; 2024Q4: 471,354 shares; 2025Q1: 473,907 shares; 2025Q2: 466,838 shares; 2025Q3: 449,157 shares; 2025Q4: 428,624 shares; 2026Q1: 422,644 shares 422,644 $32.3M 0.24% -5,980 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: 30,578 shares; 2024Q4: 33,427 shares; 2025Q1: 34,348 shares; 2025Q2: 36,565 shares; 2025Q3: 38,128 shares; 2025Q4: 50,082 shares; 2026Q1: 55,406 shares 55,406 $32M 0.24% +5,324 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,714 shares; 2024Q4: 106,560 shares; 2025Q1: 105,483 shares; 2025Q2: 101,541 shares; 2025Q3: 105,599 shares; 2025Q4: 102,702 shares; 2026Q1: 104,631 shares 104,631 $30M 0.23% +1,929 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,384 shares; 2024Q4: 91,177 shares; 2025Q1: 90,773 shares; 2025Q2: 158,217 shares; 2025Q3: 163,329 shares; 2025Q4: 190,079 shares; 2026Q1: 258,983 shares 258,983 $29.7M 0.22% +68,904 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: 59,957 shares; 2024Q4: 61,206 shares; 2025Q1: 72,613 shares; 2025Q2: 77,307 shares; 2025Q3: 77,350 shares; 2025Q4: 77,364 shares; 2026Q1: 76,990 shares 76,990 $27.5M 0.21% -374 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 44,644 shares; 2025Q1: 49,598 shares; 2025Q2: 128,829 shares; 2025Q3: 149,625 shares; 2025Q4: 172,656 shares; 2026Q1: 215,514 shares 215,514 $26.9M 0.2% +42,858 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: 402,109 shares; 2024Q4: 444,265 shares; 2025Q1: 465,162 shares; 2025Q2: 464,941 shares; 2025Q3: 674,487 shares; 2025Q4: 838,743 shares; 2026Q1: 865,437 shares 865,437 $26.6M 0.2% +26,694 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: 1,290,894 shares; 2024Q4: 1,311,045 shares; 2025Q1: 1,293,548 shares; 2025Q2: 1,364,002 shares; 2025Q3: 1,362,325 shares; 2025Q4: 1,343,639 shares; 2026Q1: 1,350,371 shares 1,350,371 $26.1M 0.2% +6,732 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,262 shares; 2024Q4: 164,955 shares; 2025Q1: 169,866 shares; 2025Q2: 180,420 shares; 2025Q3: 179,375 shares; 2025Q4: 178,244 shares; 2026Q1: 177,514 shares 177,514 $25.9M 0.19% -730 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: 89,073 shares; 2024Q4: 87,114 shares; 2025Q1: 84,637 shares; 2025Q2: 80,669 shares; 2025Q3: 84,443 shares; 2025Q4: 82,685 shares; 2026Q1: 79,892 shares 79,892 $25.1M 0.19% -2,793 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: 135,734 shares; 2024Q4: 158,494 shares; 2025Q1: 155,467 shares; 2025Q2: 168,453 shares; 2025Q3: 174,832 shares; 2025Q4: 166,782 shares; 2026Q1: 147,586 shares 147,586 $25M 0.19% -19,196 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,769 shares; 2025Q4: 298,056 shares; 2026Q1: 490,072 shares 490,072 $24.3M 0.18% +192,016 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100,916 shares; 2024Q4: 1,118,663 shares; 2025Q1: 1,117,273 shares; 2025Q2: 1,159,031 shares; 2025Q3: 1,069,896 shares; 2025Q4: 1,059,654 shares; 2026Q1: 1,064,539 shares 1,064,539 $22.9M 0.17% +4,885 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: 60,900 shares; 2024Q4: 62,350 shares; 2025Q1: 63,578 shares; 2025Q2: 73,131 shares; 2025Q3: 74,018 shares; 2025Q4: 74,317 shares; 2026Q1: 74,785 shares 74,785 $22M 0.17% +468 Timeline SPAB 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: 467,685 shares; 2024Q4: 445,532 shares; 2025Q1: 423,065 shares; 2025Q2: 420,478 shares; 2025Q3: 821,788 shares; 2025Q4: 825,178 shares; 2026Q1: 850,160 shares 850,160 $21.8M 0.16% +24,982 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,905 shares; 2024Q4: 155,057 shares; 2025Q1: 157,860 shares; 2025Q2: 160,175 shares; 2025Q3: 157,542 shares; 2025Q4: 155,301 shares; 2026Q1: 155,026 shares 155,026 $21.4M 0.16% -275 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624,304 shares; 2025Q4: 629,761 shares; 2026Q1: 627,078 shares 627,078 $21.2M 0.16% -2,683 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,990 shares; 2024Q4: 137,695 shares; 2025Q1: 148,696 shares; 2025Q2: 159,133 shares; 2025Q3: 166,427 shares; 2025Q4: 165,267 shares; 2026Q1: 174,677 shares 174,677 $20.7M 0.16% +9,410 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: 562,437 shares; 2025Q4: 579,045 shares; 2026Q1: 574,022 shares 574,022 $20.4M 0.15% -5,023 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,728 shares; 2024Q4: 19,255 shares; 2025Q1: 22,404 shares; 2025Q2: 26,046 shares; 2025Q3: 196,094 shares; 2025Q4: 191,404 shares; 2026Q1: 206,273 shares 206,273 $20.2M 0.15% +14,869 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,689 shares; 2024Q4: 43,521 shares; 2025Q1: 44,065 shares; 2025Q2: 44,173 shares; 2025Q3: 352,884 shares; 2025Q4: 357,314 shares; 2026Q1: 364,874 shares 364,874 $19.3M 0.14% +7,560 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,331 shares; 2024Q4: 133,472 shares; 2025Q1: 133,714 shares; 2025Q2: 137,654 shares; 2025Q3: 139,210 shares; 2025Q4: 144,353 shares; 2026Q1: 146,728 shares 146,728 $19.2M 0.14% +2,375 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,344 shares; 2024Q4: 528,685 shares; 2025Q1: 552,221 shares; 2025Q2: 589,597 shares; 2025Q3: 703,175 shares; 2025Q4: 781,082 shares; 2026Q1: 797,771 shares 797,771 $18.5M 0.14% +16,689 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 5,214 shares; 2025Q1: 5,221 shares; 2025Q2: 60,790 shares; 2025Q3: 70,683 shares; 2025Q4: 102,646 shares; 2026Q1: 158,553 shares 158,553 $18.1M 0.14% +55,907 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: 120,863 shares; 2024Q4: 122,604 shares; 2025Q1: 141,774 shares; 2025Q2: 154,178 shares; 2025Q3: 157,797 shares; 2025Q4: 144,351 shares; 2026Q1: 142,875 shares 142,875 $17.8M 0.13% -1,476 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: 24,724 shares; 2024Q4: 24,128 shares; 2025Q1: 24,762 shares; 2025Q2: 26,924 shares; 2025Q3: 26,365 shares; 2025Q4: 29,425 shares; 2026Q1: 30,197 shares 30,197 $17.3M 0.13% +772 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: 67,091 shares; 2024Q4: 68,723 shares; 2025Q1: 64,178 shares; 2025Q2: 65,525 shares; 2025Q3: 67,782 shares; 2025Q4: 66,667 shares; 2026Q1: 68,043 shares 68,043 $16.6M 0.13% +1,376 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: 47,322 shares; 2024Q4: 45,473 shares; 2025Q1: 45,406 shares; 2025Q2: 47,176 shares; 2025Q3: 48,773 shares; 2025Q4: 50,269 shares; 2026Q1: 53,059 shares 53,059 $16.4M 0.12% +2,790 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,818 shares; 2024Q4: 118,945 shares; 2025Q1: 120,395 shares; 2025Q2: 149,549 shares; 2025Q3: 145,224 shares; 2025Q4: 146,163 shares; 2026Q1: 148,466 shares 148,466 $16.3M 0.12% +2,303 Timeline DFGP 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: 225,878 shares; 2025Q4: 248,717 shares; 2026Q1: 298,326 shares 298,326 $16.1M 0.12% +49,609 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: 137,801 shares; 2024Q4: 138,684 shares; 2025Q1: 132,509 shares; 2025Q2: 129,865 shares; 2025Q3: 359,396 shares; 2025Q4: 378,452 shares; 2026Q1: 411,286 shares 411,286 $16M 0.12% +32,834 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: 163,953 shares; 2024Q4: 157,368 shares; 2025Q1: 153,015 shares; 2025Q2: 186,388 shares; 2025Q3: 177,559 shares; 2025Q4: 198,345 shares; 2026Q1: 213,989 shares 213,989 $15.9M 0.12% +15,644 Timeline ALIL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,397 shares; 2025Q3: 373,133 shares; 2025Q4: 469,940 shares; 2026Q1: 566,064 shares 566,064 $15.8M 0.12% +96,124 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,987 shares; 2024Q4: 87,490 shares; 2025Q1: 87,499 shares; 2025Q2: 87,896 shares; 2025Q3: 89,558 shares; 2025Q4: 104,656 shares; 2026Q1: 104,112 shares 104,112 $15.8M 0.12% -544 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,403 shares; 2024Q4: 112,658 shares; 2025Q1: 117,805 shares; 2025Q2: 118,326 shares; 2025Q3: 125,171 shares; 2025Q4: 145,479 shares; 2026Q1: 153,917 shares 153,917 $15.3M 0.11% +8,438 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: 47,713 shares; 2024Q4: 56,994 shares; 2025Q1: 62,368 shares; 2025Q2: 62,543 shares; 2025Q3: 60,724 shares; 2025Q4: 67,000 shares; 2026Q1: 70,824 shares 70,824 $15.2M 0.11% +3,824 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,283 shares; 2025Q4: 127,267 shares; 2026Q1: 420,927 shares 420,927 $15.2M 0.11% +293,660 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 11,113 shares; 2025Q1: 11,364 shares; 2025Q2: 172,768 shares; 2025Q3: 171,950 shares; 2025Q4: 158,877 shares; 2026Q1: 157,712 shares 157,712 $14.6M 0.11% -1,165 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: 26,835 shares; 2024Q4: 27,052 shares; 2025Q1: 30,830 shares; 2025Q2: 62,697 shares; 2025Q3: 40,633 shares; 2025Q4: 38,234 shares; 2026Q1: 38,735 shares 38,735 $14.4M 0.11% +501 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: 183,982 shares; 2024Q4: 207,289 shares; 2025Q1: 238,119 shares; 2025Q2: 256,322 shares; 2025Q3: 272,402 shares; 2025Q4: 336,947 shares; 2026Q1: 369,629 shares 369,629 $14.2M 0.11% +32,682 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: 85,780 shares; 2024Q4: 84,750 shares; 2025Q1: 81,838 shares; 2025Q2: 95,965 shares; 2025Q3: 110,341 shares; 2025Q4: 108,487 shares; 2026Q1: 95,117 shares 95,117 $13.7M 0.1% -13,370 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: 98,020 shares; 2024Q4: 94,171 shares; 2025Q1: 92,331 shares; 2025Q2: 81,140 shares; 2025Q3: 74,380 shares; 2025Q4: 72,317 shares; 2026Q1: 71,528 shares 71,528 $13.6M 0.1% -789 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: 101,073 shares; 2024Q4: 94,493 shares; 2025Q1: 94,641 shares; 2025Q2: 99,828 shares; 2025Q3: 100,540 shares; 2025Q4: 104,605 shares; 2026Q1: 102,200 shares 102,200 $13.5M 0.1% -2,405 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: 10,857 shares; 2024Q4: 12,453 shares; 2025Q1: 11,622 shares; 2025Q2: 12,460 shares; 2025Q3: 14,493 shares; 2025Q4: 14,867 shares; 2026Q1: 14,676 shares 14,676 $13.5M 0.1% -191 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,843 shares; 2024Q4: 223,661 shares; 2025Q1: 226,476 shares; 2025Q2: 229,988 shares; 2025Q3: 238,477 shares; 2025Q4: 236,643 shares; 2026Q1: 235,205 shares 235,205 $13.4M 0.1% -1,438 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: 114,704 shares; 2024Q4: 114,879 shares; 2025Q1: 116,036 shares; 2025Q2: 124,435 shares; 2025Q3: 126,373 shares; 2025Q4: 129,698 shares; 2026Q1: 132,237 shares 132,237 $13.3M 0.1% +2,539 Timeline CLOI 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: 219,342 shares; 2025Q4: 229,940 shares; 2026Q1: 251,767 shares 251,767 $13.3M 0.1% +21,827 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: 12,084 shares; 2024Q4: 12,315 shares; 2025Q1: 12,720 shares; 2025Q2: 13,198 shares; 2025Q3: 13,008 shares; 2025Q4: 12,849 shares; 2026Q1: 12,840 shares 12,840 $12.8M 0.1% -9 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: 35,877 shares; 2024Q4: 37,549 shares; 2025Q1: 37,488 shares; 2025Q2: 37,185 shares; 2025Q3: 39,176 shares; 2025Q4: 39,528 shares; 2026Q1: 40,850 shares 40,850 $12.3M 0.09% +1,322 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,046 shares; 2024Q4: 140,088 shares; 2025Q1: 131,218 shares; 2025Q2: 131,240 shares; 2025Q3: 131,461 shares; 2025Q4: 136,802 shares; 2026Q1: 249,224 shares 249,224 $12.3M 0.09% +112,422 Timeline DUHP 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: 321,178 shares; 2025Q4: 327,514 shares; 2026Q1: 333,173 shares 333,173 $12.2M 0.09% +5,659 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,907 shares; 2024Q4: 192,161 shares; 2025Q1: 207,836 shares; 2025Q2: 206,025 shares; 2025Q3: 208,771 shares; 2025Q4: 209,344 shares; 2026Q1: 204,578 shares 204,578 $12.1M 0.09% -4,766 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,463 shares; 2024Q4: 52,464 shares; 2025Q1: 52,306 shares; 2025Q2: 52,575 shares; 2025Q3: 52,553 shares; 2025Q4: 52,755 shares; 2026Q1: 52,542 shares 52,542 $11.3M 0.08% -213 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,286 shares; 2024Q4: 78,460 shares; 2025Q1: 76,800 shares; 2025Q2: 76,881 shares; 2025Q3: 76,954 shares; 2025Q4: 77,237 shares; 2026Q1: 77,096 shares 77,096 $11.2M 0.08% -141 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: 117,526 shares; 2024Q4: 119,254 shares; 2025Q1: 124,150 shares; 2025Q2: 126,873 shares; 2025Q3: 132,523 shares; 2025Q4: 109,452 shares; 2026Q1: 111,885 shares 111,885 $10.9M 0.08% +2,433 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: 209,830 shares; 2024Q4: 206,491 shares; 2025Q1: 209,925 shares; 2025Q2: 227,085 shares; 2025Q3: 222,531 shares; 2025Q4: 216,089 shares; 2026Q1: 215,244 shares 215,244 $10.5M 0.08% -845 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,963 shares; 2025Q1: 13,779 shares; 2025Q2: 13,876 shares; 2025Q3: 13,826 shares; 2025Q4: 14,083 shares; 2026Q1: 13,688 shares 13,688 $9.97M 0.08% -395 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: 360,698 shares; 2024Q4: 366,222 shares; 2025Q1: 360,151 shares; 2025Q2: 392,406 shares; 2025Q3: 410,095 shares; 2025Q4: 387,321 shares; 2026Q1: 389,313 shares 389,313 $9.77M 0.07% +1,992 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: 36,561 shares; 2024Q4: 38,733 shares; 2025Q1: 38,470 shares; 2025Q2: 45,112 shares; 2025Q3: 50,208 shares; 2025Q4: 48,728 shares; 2026Q1: 46,886 shares 46,886 $9.7M 0.07% -1,842 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,901 shares; 2025Q4: 94,581 shares; 2026Q1: 99,470 shares 99,470 $9.49M 0.07% +4,889 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,339 shares; 2024Q4: 13,020 shares; 2025Q1: 12,370 shares; 2025Q2: 13,037 shares; 2025Q3: 13,431 shares; 2025Q4: 13,850 shares; 2026Q1: 108,498 shares 108,498 $9.46M 0.07% +94,648 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,497 shares; 2024Q4: 46,121 shares; 2025Q1: 42,650 shares; 2025Q2: 43,410 shares; 2025Q3: 42,657 shares; 2025Q4: 42,526 shares; 2026Q1: 41,156 shares 41,156 $8.95M 0.07% -1,370 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: 11,244 shares; 2024Q4: 11,071 shares; 2025Q1: 10,943 shares; 2025Q2: 11,099 shares; 2025Q3: 11,835 shares; 2025Q4: 10,954 shares; 2026Q1: 11,636 shares 11,636 $8.24M 0.06% +682 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,424 shares; 2024Q4: 11,427 shares; 2025Q1: 11,430 shares; 2025Q2: 11,493 shares; 2025Q3: 12,963 shares; 2025Q4: 14,125 shares; 2026Q1: 17,673 shares 17,673 $8.19M 0.06% +3,548 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: 24,619 shares; 2024Q4: 25,911 shares; 2025Q1: 25,785 shares; 2025Q2: 26,609 shares; 2025Q3: 26,807 shares; 2025Q4: 26,766 shares; 2026Q1: 26,079 shares 26,079 $8.11M 0.06% -687 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,831 shares; 2024Q4: 46,065 shares; 2025Q1: 43,996 shares; 2025Q2: 43,513 shares; 2025Q3: 46,798 shares; 2025Q4: 45,653 shares; 2026Q1: 44,535 shares 44,535 $8.02M 0.06% -1,118 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: 23,889 shares; 2024Q4: 24,353 shares; 2025Q1: 33,764 shares; 2025Q2: 34,506 shares; 2025Q3: 34,677 shares; 2025Q4: 34,371 shares; 2026Q1: 33,536 shares 33,536 $7.93M 0.06% -835 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,849 shares; 2024Q4: 154,249 shares; 2025Q1: 167,563 shares; 2025Q2: 179,694 shares; 2025Q3: 178,710 shares; 2025Q4: 174,726 shares; 2026Q1: 166,124 shares 166,124 $7.76M 0.06% -8,602 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,069 shares; 2024Q4: 82,420 shares; 2025Q1: 81,941 shares; 2025Q2: 81,855 shares; 2025Q3: 81,512 shares; 2025Q4: 79,246 shares; 2026Q1: 78,481 shares 78,481 $7.72M 0.06% -765 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: 7,305 shares; 2024Q4: 8,794 shares; 2025Q1: 8,730 shares; 2025Q2: 8,945 shares; 2025Q3: 9,113 shares; 2025Q4: 9,514 shares; 2026Q1: 21,272 shares 21,272 $7.61M 0.06% +11,758 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: 59,609 shares; 2024Q4: 62,645 shares; 2025Q1: 61,089 shares; 2025Q2: 58,820 shares; 2025Q3: 60,584 shares; 2025Q4: 55,005 shares; 2026Q1: 63,052 shares 63,052 $7.58M 0.06% +8,047 Timeline BOND 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: 62,317 shares; 2024Q4: 67,669 shares; 2025Q1: 77,218 shares; 2025Q2: 76,308 shares; 2025Q3: 78,905 shares; 2025Q4: 77,710 shares; 2026Q1: 81,707 shares 81,707 $7.54M 0.06% +3,997 Timeline VCLT 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: 91,160 shares; 2025Q4: 95,391 shares; 2026Q1: 100,309 shares 100,309 $7.5M 0.06% +4,918 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,345 shares; 2025Q4: 111,629 shares; 2026Q1: 144,500 shares 144,500 $7.28M 0.05% +32,871 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: 17,997 shares; 2024Q4: 19,890 shares; 2025Q1: 17,980 shares; 2025Q2: 20,151 shares; 2025Q3: 22,050 shares; 2025Q4: 21,745 shares; 2026Q1: 22,043 shares 22,043 $7.25M 0.05% +298 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: 42,403 shares; 2024Q4: 44,979 shares; 2025Q1: 46,109 shares; 2025Q2: 50,021 shares; 2025Q3: 49,322 shares; 2025Q4: 46,335 shares; 2026Q1: 49,423 shares 49,423 $7.23M 0.05% +3,088 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,093 shares; 2025Q4: 194,562 shares; 2026Q1: 203,381 shares 203,381 $7.13M 0.05% +8,819 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: 81,940 shares; 2024Q4: 98,130 shares; 2025Q1: 85,530 shares; 2025Q2: 110,291 shares; 2025Q3: 111,202 shares; 2025Q4: 111,867 shares; 2026Q1: 92,311 shares 92,311 $7.02M 0.05% -19,556 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 327 shares; 2025Q1: 6,949 shares; 2025Q2: 6,863 shares; 2025Q3: 6,599 shares; 2025Q4: 6,539 shares; 2026Q1: 6,528 shares 6,528 $6.97M 0.05% -11 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: 32,819 shares; 2024Q4: 33,237 shares; 2025Q1: 32,974 shares; 2025Q2: 28,312 shares; 2025Q3: 33,717 shares; 2025Q4: 32,991 shares; 2026Q1: 34,583 shares 34,583 $6.88M 0.05% +1,592 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,522 shares; 2024Q4: 112,476 shares; 2025Q1: 102,011 shares; 2025Q2: 110,131 shares; 2025Q3: 106,050 shares; 2025Q4: 107,186 shares; 2026Q1: 111,176 shares 111,176 $6.88M 0.05% +3,990 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,630 shares; 2024Q4: 180,250 shares; 2025Q1: 186,413 shares; 2025Q2: 196,437 shares; 2025Q3: 197,968 shares; 2025Q4: 181,116 shares; 2026Q1: 181,811 shares 181,811 $6.88M 0.05% +695 Timeline JBND 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: 118,042 shares; 2025Q4: 123,846 shares; 2026Q1: 127,927 shares 127,927 $6.88M 0.05% +4,081 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: 51,420 shares; 2024Q4: 57,096 shares; 2025Q1: 65,009 shares; 2025Q2: 66,375 shares; 2025Q3: 65,373 shares; 2025Q4: 66,051 shares; 2026Q1: 71,144 shares 71,144 $6.8M 0.05% +5,093 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 21,556 shares; 2025Q1: 25,580 shares; 2025Q2: 28,969 shares; 2025Q3: 28,180 shares; 2025Q4: 27,871 shares; 2026Q1: 27,950 shares 27,950 $6.77M 0.05% +79 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,806 shares; 2026Q1: 125,166 shares 125,166 $6.62M 0.05% -640 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: 50,147 shares; 2024Q4: 50,210 shares; 2025Q1: 48,604 shares; 2025Q2: 49,622 shares; 2025Q3: 49,378 shares; 2025Q4: 47,963 shares; 2026Q1: 40,797 shares 40,797 $6.34M 0.05% -7,166 Timeline TMLP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly 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: 263,912 shares; 2026Q1: 225,004 shares 225,004 $6.33M 0.05% -38,908 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,506 shares; 2025Q4: 30,324 shares; 2026Q1: 30,561 shares 30,561 $6.23M 0.05% +237 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 25,784 shares; 2025Q1: 25,284 shares; 2025Q2: 25,284 shares; 2025Q3: 25,035 shares; 2025Q4: 22,541 shares; 2026Q1: 22,041 shares 22,041 $6.2M 0.05% -500 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: 9,006 shares; 2024Q4: 9,861 shares; 2025Q1: 10,611 shares; 2025Q2: 12,029 shares; 2025Q3: 11,996 shares; 2025Q4: 12,488 shares; 2026Q1: 12,382 shares 12,382 $6.19M 0.05% -106 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,214 shares; 2024Q4: 107,165 shares; 2025Q1: 51,356 shares; 2025Q2: 51,052 shares; 2025Q3: 51,063 shares; 2025Q4: 38,749 shares; 2026Q1: 33,718 shares 33,718 $6.05M 0.05% -5,031 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: 23,189 shares; 2024Q4: 22,459 shares; 2025Q1: 20,131 shares; 2025Q2: 21,268 shares; 2025Q3: 22,154 shares; 2025Q4: 21,320 shares; 2026Q1: 22,350 shares 22,350 $6.05M 0.05% +1,030 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: 28,155 shares; 2024Q4: 29,079 shares; 2025Q1: 30,054 shares; 2025Q2: 30,087 shares; 2025Q3: 41,662 shares; 2025Q4: 40,162 shares; 2026Q1: 41,092 shares 41,092 $6.05M 0.05% +930 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 13,193 shares; 2025Q1: 13,269 shares; 2025Q2: 13,120 shares; 2025Q3: 14,637 shares; 2025Q4: 16,183 shares; 2026Q1: 81,110 shares 81,110 $5.96M 0.04% +64,927 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,161 shares; 2025Q4: 64,597 shares; 2026Q1: 63,822 shares 63,822 $5.95M 0.04% -775 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: 26,901 shares; 2024Q4: 27,809 shares; 2025Q1: 27,485 shares; 2025Q2: 28,881 shares; 2025Q3: 29,837 shares; 2025Q4: 30,233 shares; 2026Q1: 31,167 shares 31,167 $5.91M 0.04% +934 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,942 shares; 2024Q4: 12,006 shares; 2025Q1: 13,502 shares; 2025Q2: 11,659 shares; 2025Q3: 86,016 shares; 2025Q4: 84,887 shares; 2026Q1: 93,653 shares 93,653 $5.86M 0.04% +8,766 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: 6,694 shares; 2024Q4: 8,478 shares; 2025Q1: 8,421 shares; 2025Q2: 7,940 shares; 2025Q3: 8,923 shares; 2025Q4: 12,145 shares; 2026Q1: 13,325 shares 13,325 $5.73M 0.04% +1,180 Timeline DFEV 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: 157,314 shares; 2025Q4: 162,332 shares; 2026Q1: 158,354 shares 158,354 $5.67M 0.04% -3,978 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,570 shares; 2024Q4: 90,772 shares; 2025Q1: 92,535 shares; 2025Q2: 100,785 shares; 2025Q3: 98,279 shares; 2025Q4: 95,617 shares; 2026Q1: 104,240 shares 104,240 $5.64M 0.04% +8,623 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: 65,862 shares; 2024Q4: 68,928 shares; 2025Q1: 68,568 shares; 2025Q2: 67,518 shares; 2025Q3: 69,560 shares; 2025Q4: 73,810 shares; 2026Q1: 70,976 shares 70,976 $5.57M 0.04% -2,834 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 15,099 shares; 2025Q1: 15,746 shares; 2025Q2: 15,906 shares; 2025Q3: 16,608 shares; 2025Q4: 17,411 shares; 2026Q1: 17,432 shares 17,432 $5.54M 0.04% +21 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: 74,568 shares; 2024Q4: 106,346 shares; 2025Q1: 107,956 shares; 2025Q2: 113,709 shares; 2025Q3: 118,929 shares; 2025Q4: 115,065 shares; 2026Q1: 109,756 shares 109,756 $5.51M 0.04% -5,309 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,194 shares; 2024Q4: 29,226 shares; 2025Q1: 29,235 shares; 2025Q2: 44,213 shares; 2025Q3: 43,577 shares; 2025Q4: 45,470 shares; 2026Q1: 50,054 shares 50,054 $5.49M 0.04% +4,584 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,233 shares; 2024Q4: 88,187 shares; 2025Q1: 88,194 shares; 2025Q2: 88,194 shares; 2025Q3: 131,875 shares; 2025Q4: 132,192 shares; 2026Q1: 131,853 shares 131,853 $5.34M 0.04% -339 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: 23,740 shares; 2024Q4: 24,219 shares; 2025Q1: 21,659 shares; 2025Q2: 22,318 shares; 2025Q3: 22,283 shares; 2025Q4: 21,841 shares; 2026Q1: 21,920 shares 21,920 $5.32M 0.04% +79 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: 17,614 shares; 2024Q4: 17,687 shares; 2025Q1: 16,117 shares; 2025Q2: 29,831 shares; 2025Q3: 29,800 shares; 2025Q4: 27,935 shares; 2026Q1: 25,811 shares 25,811 $5.31M 0.04% -2,124 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: 58,267 shares; 2024Q4: 62,647 shares; 2025Q1: 62,267 shares; 2025Q2: 64,024 shares; 2025Q3: 67,728 shares; 2025Q4: 78,534 shares; 2026Q1: 106,620 shares 106,620 $5.22M 0.04% +28,086 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: 13,093 shares; 2024Q4: 11,828 shares; 2025Q1: 11,703 shares; 2025Q2: 11,420 shares; 2025Q3: 13,667 shares; 2025Q4: 15,216 shares; 2026Q1: 14,602 shares 14,602 $5.14M 0.04% -614 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,882 shares; 2024Q4: 180,525 shares; 2025Q1: 180,872 shares; 2025Q2: 39,103 shares; 2025Q3: 43,982 shares; 2025Q4: 46,882 shares; 2026Q1: 41,155 shares 41,155 $5.12M 0.04% -5,727 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: 5,589 shares; 2024Q4: 5,576 shares; 2025Q1: 5,496 shares; 2025Q2: 5,560 shares; 2025Q3: 5,074 shares; 2025Q4: 55,824 shares; 2026Q1: 53,112 shares 53,112 $5.11M 0.04% -2,712 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,776 shares; 2025Q4: 97,540 shares; 2026Q1: 101,774 shares 101,774 $5.09M 0.04% +4,234 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: 63,164 shares; 2024Q4: 65,253 shares; 2025Q1: 65,919 shares; 2025Q2: 66,127 shares; 2025Q3: 67,078 shares; 2025Q4: 68,066 shares; 2026Q1: 67,773 shares 67,773 $4.93M 0.04% -293 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,778 shares; 2025Q1: 4,775 shares; 2025Q2: 4,964 shares; 2025Q3: 5,501 shares; 2025Q4: 6,716 shares; 2026Q1: 7,917 shares 7,917 $4.88M 0.04% +1,201 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: 11,147 shares; 2024Q4: 14,773 shares; 2025Q1: 10,712 shares; 2025Q2: 11,503 shares; 2025Q3: 13,370 shares; 2025Q4: 22,337 shares; 2026Q1: 29,413 shares 29,413 $4.86M 0.04% +7,076 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 17,959 shares; 2025Q1: 17,782 shares; 2025Q2: 18,177 shares; 2025Q3: 18,341 shares; 2025Q4: 18,103 shares; 2026Q1: 18,026 shares 18,026 $4.69M 0.04% -77 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: 44,532 shares; 2024Q4: 43,452 shares; 2025Q1: 45,546 shares; 2025Q2: 48,321 shares; 2025Q3: 49,375 shares; 2025Q4: 45,659 shares; 2026Q1: 45,692 shares 45,692 $4.69M 0.04% +33 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: 22,883 shares; 2024Q4: 23,920 shares; 2025Q1: 25,242 shares; 2025Q2: 24,017 shares; 2025Q3: 27,612 shares; 2025Q4: 32,457 shares; 2026Q1: 32,457 shares 32,457 $4.62M 0.03% 0 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: 194,657 shares; 2024Q4: 231,512 shares; 2025Q1: 227,607 shares; 2025Q2: 220,363 shares; 2025Q3: 206,544 shares; 2025Q4: 192,366 shares; 2026Q1: 164,612 shares 164,612 $4.62M 0.03% -27,754 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: 8,967 shares; 2024Q4: 8,910 shares; 2025Q1: 8,797 shares; 2025Q2: 28,217 shares; 2025Q3: 9,318 shares; 2025Q4: 9,395 shares; 2026Q1: 9,294 shares 9,294 $4.57M 0.03% -101 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: 62,963 shares; 2025Q4: 59,900 shares; 2026Q1: 49,571 shares 49,571 $4.55M 0.03% -10,329 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,883 shares; 2024Q4: 23,462 shares; 2025Q1: 23,404 shares; 2025Q2: 41,467 shares; 2025Q3: 23,327 shares; 2025Q4: 17,958 shares; 2026Q1: 17,975 shares 17,975 $4.51M 0.03% +17 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,801 shares; 2025Q4: 187,299 shares; 2026Q1: 195,804 shares 195,804 $4.5M 0.03% +8,505 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: 52,129 shares; 2024Q4: 54,174 shares; 2025Q1: 52,556 shares; 2025Q2: 54,265 shares; 2025Q3: 53,626 shares; 2025Q4: 57,404 shares; 2026Q1: 56,464 shares 56,464 $4.38M 0.03% -940 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: 85,885 shares; 2024Q4: 85,385 shares; 2025Q1: 87,515 shares; 2025Q2: 87,525 shares; 2025Q3: 85,947 shares; 2025Q4: 84,339 shares; 2026Q1: 89,352 shares 89,352 $4.33M 0.03% +5,013 Timeline EBI 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: 60,424 shares; 2025Q2: 60,424 shares; 2025Q3: 60,424 shares; 2025Q4: 60,424 shares; 2026Q1: 73,552 shares 73,552 $4.26M 0.03% +13,128 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: 4,886 shares; 2024Q4: 5,551 shares; 2025Q1: 4,720 shares; 2025Q2: 6,437 shares; 2025Q3: 5,692 shares; 2025Q4: 6,068 shares; 2026Q1: 4,817 shares 4,817 $4.2M 0.03% -1,251 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,880 shares; 2024Q4: 31,239 shares; 2025Q1: 30,341 shares; 2025Q2: 31,606 shares; 2025Q3: 43,804 shares; 2025Q4: 43,342 shares; 2026Q1: 43,261 shares 43,261 $4.18M 0.03% -81 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: 13,586 shares; 2024Q4: 17,039 shares; 2025Q1: 13,527 shares; 2025Q2: 19,162 shares; 2025Q3: 20,427 shares; 2025Q4: 19,422 shares; 2026Q1: 14,712 shares 14,712 $4.17M 0.03% -4,710 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: 41,982 shares; 2024Q4: 45,112 shares; 2025Q1: 34,465 shares; 2025Q2: 35,518 shares; 2025Q3: 51,089 shares; 2025Q4: 47,836 shares; 2026Q1: 44,889 shares 44,889 $4.17M 0.03% -2,947 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: 46,870 shares; 2024Q4: 47,522 shares; 2025Q1: 29,010 shares; 2025Q2: 29,343 shares; 2025Q3: 50,417 shares; 2025Q4: 50,146 shares; 2026Q1: 47,778 shares 47,778 $4.14M 0.03% -2,368 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,578 shares; 2026Q1: 18,832 shares 18,832 $4.12M 0.03% +2,254 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: 92,161 shares; 2024Q4: 89,274 shares; 2025Q1: 88,922 shares; 2025Q2: 80,391 shares; 2025Q3: 92,797 shares; 2025Q4: 79,725 shares; 2026Q1: 77,449 shares 77,449 $4.03M 0.03% -2,276 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,236 shares; 2024Q4: 50,246 shares; 2025Q1: 65,246 shares; 2025Q2: 80,770 shares; 2025Q3: 105,175 shares; 2025Q4: 117,455 shares; 2026Q1: 117,041 shares 117,041 $4.01M 0.03% -414 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: 17,165 shares; 2024Q4: 22,302 shares; 2025Q1: 19,309 shares; 2025Q2: 24,030 shares; 2025Q3: 25,491 shares; 2025Q4: 25,655 shares; 2026Q1: 20,590 shares 20,590 $3.97M 0.03% -5,065 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,508 shares; 2024Q4: 28,266 shares; 2025Q1: 24,047 shares; 2025Q2: 23,347 shares; 2025Q3: 75,322 shares; 2025Q4: 65,321 shares; 2026Q1: 50,352 shares 50,352 $3.96M 0.03% -14,969 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: 10,281 shares; 2024Q4: 11,474 shares; 2025Q1: 11,473 shares; 2025Q2: 12,113 shares; 2025Q3: 12,127 shares; 2025Q4: 11,875 shares; 2026Q1: 12,014 shares 12,014 $3.92M 0.03% +139 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: 21,446 shares; 2024Q4: 20,298 shares; 2025Q1: 21,097 shares; 2025Q2: 21,691 shares; 2025Q3: 48,525 shares; 2025Q4: 55,287 shares; 2026Q1: 50,064 shares 50,064 $3.86M 0.03% -5,223 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 3,454 shares; 2025Q1: 3,624 shares; 2025Q2: 4,470 shares; 2025Q3: 4,826 shares; 2025Q4: 4,617 shares; 2026Q1: 4,534 shares 4,534 $3.84M 0.03% -83 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,552 shares; 2024Q4: 76,552 shares; 2025Q1: 77,289 shares; 2025Q2: 76,985 shares; 2025Q3: 76,611 shares; 2025Q4: 66,588 shares; 2026Q1: 66,583 shares 66,583 $3.8M 0.03% -5 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: 16,763 shares; 2024Q4: 23,249 shares; 2025Q1: 22,785 shares; 2025Q2: 19,867 shares; 2025Q3: 21,872 shares; 2025Q4: 22,173 shares; 2026Q1: 19,780 shares 19,780 $3.8M 0.03% -2,393 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,940 shares; 2024Q4: 46,866 shares; 2025Q1: 46,654 shares; 2025Q2: 46,827 shares; 2025Q3: 46,972 shares; 2025Q4: 45,488 shares; 2026Q1: 45,565 shares 45,565 $3.73M 0.03% +77 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: 9,027 shares; 2024Q4: 9,144 shares; 2025Q1: 8,805 shares; 2025Q2: 21,571 shares; 2025Q3: 22,538 shares; 2025Q4: 22,064 shares; 2026Q1: 21,247 shares 21,247 $3.69M 0.03% -817 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,132 shares; 2024Q4: 42,810 shares; 2025Q1: 44,148 shares; 2025Q2: 43,390 shares; 2025Q3: 41,534 shares; 2025Q4: 41,119 shares; 2026Q1: 40,703 shares 40,703 $3.68M 0.03% -416 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,537 shares; 2024Q4: 123,537 shares; 2025Q1: 177,902 shares; 2025Q2: 207,644 shares; 2025Q3: 256,854 shares; 2025Q4: 267,621 shares; 2026Q1: 282,621 shares 282,621 $3.64M 0.03% +15,000 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: 26,300 shares; 2024Q4: 26,201 shares; 2025Q1: 26,117 shares; 2025Q2: 28,119 shares; 2025Q3: 28,477 shares; 2025Q4: 28,178 shares; 2026Q1: 28,576 shares 28,576 $3.61M 0.03% +398 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 5,829 shares; 2025Q1: 5,498 shares; 2025Q2: 5,674 shares; 2025Q3: 5,841 shares; 2025Q4: 6,052 shares; 2026Q1: 5,967 shares 5,967 $3.61M 0.03% -85 Timeline QLTI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,891 shares; 2026Q1: 142,262 shares 142,262 $3.55M 0.03% +96,371 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,279 shares; 2024Q4: 51,304 shares; 2025Q1: 51,304 shares; 2025Q2: 51,305 shares; 2025Q3: 54,858 shares; 2025Q4: 54,446 shares; 2026Q1: 55,017 shares 55,017 $3.44M 0.03% +571 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: 77,677 shares; 2024Q4: 63,235 shares; 2025Q1: 53,545 shares; 2025Q2: 34,943 shares; 2025Q3: 36,260 shares; 2025Q4: 35,309 shares; 2026Q1: 35,576 shares 35,576 $3.34M 0.03% +267 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: 31,713 shares; 2024Q4: 29,424 shares; 2025Q1: 29,874 shares; 2025Q2: 45,498 shares; 2025Q3: 46,436 shares; 2025Q4: 46,625 shares; 2026Q1: 41,989 shares 41,989 $3.34M 0.03% -4,636 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: 21,891 shares; 2024Q4: 23,048 shares; 2025Q1: 23,547 shares; 2025Q2: 23,980 shares; 2025Q3: 23,461 shares; 2025Q4: 23,529 shares; 2026Q1: 25,245 shares 25,245 $3.25M 0.02% +1,716 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 15,616 shares; 2025Q1: 51,627 shares; 2025Q2: 42,738 shares; 2025Q3: 48,092 shares; 2025Q4: 50,946 shares; 2026Q1: 65,402 shares 65,402 $3.23M 0.02% +14,456 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 21,120 shares; 2025Q1: 20,287 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares; 2025Q4: 23,102 shares; 2026Q1: 23,296 shares 23,296 $3.22M 0.02% +194 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,568 shares; 2024Q4: 89,117 shares; 2025Q1: 81,372 shares; 2025Q2: 84,099 shares; 2025Q3: 76,184 shares; 2025Q4: 72,642 shares; 2026Q1: 68,682 shares 68,682 $3.22M 0.02% -3,960 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: 8,634 shares; 2024Q4: 9,234 shares; 2025Q1: 9,441 shares; 2025Q2: 11,110 shares; 2025Q3: 10,934 shares; 2025Q4: 23,330 shares; 2026Q1: 24,106 shares 24,106 $3.2M 0.02% +776 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,994 shares; 2024Q4: 44,468 shares; 2025Q1: 43,459 shares; 2025Q2: 43,377 shares; 2025Q3: 47,626 shares; 2025Q4: 47,423 shares; 2026Q1: 43,986 shares 43,986 $3.18M 0.02% -3,437 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,977 shares; 2025Q1: 12,017 shares; 2025Q2: 55,157 shares; 2025Q3: 12,053 shares; 2025Q4: 12,164 shares; 2026Q1: 11,882 shares 11,882 $3.17M 0.02% -282 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: 18,865 shares; 2024Q4: 19,262 shares; 2025Q1: 19,699 shares; 2025Q2: 10,664 shares; 2025Q3: 20,094 shares; 2025Q4: 19,710 shares; 2026Q1: 19,784 shares 19,784 $3.16M 0.02% +74 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: 65,532 shares; 2024Q4: 66,450 shares; 2025Q1: 59,596 shares; 2025Q2: 60,442 shares; 2025Q3: 60,929 shares; 2025Q4: 65,845 shares; 2026Q1: 66,190 shares 66,190 $3.15M 0.02% +345 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,833 shares; 2024Q4: 17,812 shares; 2025Q1: 17,812 shares; 2025Q2: 18,577 shares; 2025Q3: 28,642 shares; 2025Q4: 27,688 shares; 2026Q1: 41,719 shares 41,719 $3.08M 0.02% +14,031 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,196 shares; 2024Q4: 97,908 shares; 2025Q1: 29,571 shares; 2025Q2: 29,544 shares; 2025Q3: 28,849 shares; 2025Q4: 29,270 shares; 2026Q1: 28,695 shares 28,695 $3.07M 0.02% -575 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: 4,918 shares; 2024Q4: 4,938 shares; 2025Q1: 4,215 shares; 2025Q2: 4,904 shares; 2025Q3: 5,797 shares; 2025Q4: 5,272 shares; 2026Q1: 5,402 shares 5,402 $3.04M 0.02% +130 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 43,237 shares; 2025Q1: 39,985 shares; 2025Q2: 32,489 shares; 2025Q3: 36,488 shares; 2025Q4: 37,248 shares; 2026Q1: 40,762 shares 40,762 $3M 0.02% +3,514 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: 15,799 shares; 2024Q4: 15,832 shares; 2025Q1: 15,862 shares; 2025Q2: 39,584 shares; 2025Q3: 39,662 shares; 2025Q4: 40,016 shares; 2026Q1: 31,805 shares 31,805 $2.98M 0.02% -8,211 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,060 shares; 2025Q1: 6,754 shares; 2025Q2: 9,785 shares; 2025Q3: 7,418 shares; 2025Q4: 8,304 shares; 2026Q1: 8,810 shares 8,810 $2.98M 0.02% +506 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,845 shares; 2024Q4: 34,761 shares; 2025Q1: 35,249 shares; 2025Q2: 34,548 shares; 2025Q3: 34,547 shares; 2025Q4: 42,232 shares; 2026Q1: 41,221 shares 41,221 $2.93M 0.02% -1,011 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 34,704 shares; 2025Q1: 32,900 shares; 2025Q2: 35,277 shares; 2025Q3: 31,833 shares; 2025Q4: 32,322 shares; 2026Q1: 30,960 shares 30,960 $2.93M 0.02% -1,362 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: 28,515 shares; 2024Q4: 28,115 shares; 2025Q1: 39,036 shares; 2025Q2: 39,106 shares; 2025Q3: 39,044 shares; 2025Q4: 40,864 shares; 2026Q1: 40,872 shares 40,872 $2.9M 0.02% +8 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: 19,465 shares; 2024Q4: 27,296 shares; 2025Q1: 27,001 shares; 2025Q2: 29,623 shares; 2025Q3: 30,711 shares; 2025Q4: 36,296 shares; 2026Q1: 43,901 shares 43,901 $2.9M 0.02% +7,605 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,793 shares; 2025Q1: 5,779 shares; 2025Q2: 5,836 shares; 2025Q3: 7,066 shares; 2025Q4: 6,868 shares; 2026Q1: 42,631 shares 42,631 $2.9M 0.02% +35,763 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,203 shares; 2026Q1: 28,775 shares 28,775 $2.9M 0.02% +19,572 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 6,719 shares; 2025Q1: 7,321 shares; 2025Q2: 8,775 shares; 2025Q3: 8,998 shares; 2025Q4: 9,615 shares; 2026Q1: 10,160 shares 10,160 $2.86M 0.02% +545 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: 28,477 shares; 2024Q4: 28,119 shares; 2025Q1: 27,033 shares; 2025Q2: 28,001 shares; 2025Q3: 28,008 shares; 2025Q4: 28,027 shares; 2026Q1: 29,638 shares 29,638 $2.86M 0.02% +1,611 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: 14,773 shares; 2024Q4: 15,393 shares; 2025Q1: 19,540 shares; 2025Q2: 19,411 shares; 2025Q3: 19,428 shares; 2025Q4: 19,377 shares; 2026Q1: 19,872 shares 19,872 $2.81M 0.02% +495 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,267 shares; 2025Q1: 5,163 shares; 2025Q2: 5,152 shares; 2025Q3: 4,933 shares; 2025Q4: 4,894 shares; 2026Q1: 4,942 shares 4,942 $2.78M 0.02% +48 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,943 shares; 2024Q4: 19,044 shares; 2025Q1: 23,007 shares; 2025Q2: 22,513 shares; 2025Q3: 52,981 shares; 2025Q4: 52,878 shares; 2026Q1: 55,254 shares 55,254 $2.76M 0.02% +2,376 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: 14,750 shares; 2024Q4: 14,845 shares; 2025Q1: 12,168 shares; 2025Q2: 13,395 shares; 2025Q3: 13,108 shares; 2025Q4: 12,142 shares; 2026Q1: 11,617 shares 11,617 $2.74M 0.02% -525 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: 8,568 shares; 2024Q4: 8,486 shares; 2025Q1: 9,955 shares; 2025Q2: 10,149 shares; 2025Q3: 10,184 shares; 2025Q4: 9,129 shares; 2026Q1: 9,057 shares 9,057 $2.74M 0.02% -72 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,518 shares; 2024Q4: 25,919 shares; 2025Q1: 23,241 shares; 2025Q2: 22,485 shares; 2025Q3: 29,006 shares; 2025Q4: 32,568 shares; 2026Q1: 38,622 shares 38,622 $2.71M 0.02% +6,054 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,658 shares; 2024Q4: 190,028 shares; 2025Q1: 192,011 shares; 2025Q2: 183,068 shares; 2025Q3: 175,648 shares; 2025Q4: 91,361 shares; 2026Q1: 80,514 shares 80,514 $2.64M 0.02% -10,847 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,545 shares; 2024Q4: 62,545 shares; 2025Q1: 62,545 shares; 2025Q2: 63,271 shares; 2025Q3: 63,271 shares; 2025Q4: 63,271 shares; 2026Q1: 63,271 shares 63,271 $2.61M 0.02% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,016 shares; 2024Q4: 169,142 shares; 2025Q1: 168,599 shares; 2025Q2: 20,708 shares; 2025Q3: 25,872 shares; 2025Q4: 29,054 shares; 2026Q1: 25,342 shares 25,342 $2.58M 0.02% -3,712 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: 6,506 shares; 2024Q4: 6,885 shares; 2025Q1: 7,109 shares; 2025Q2: 7,261 shares; 2025Q3: 7,628 shares; 2025Q4: 7,623 shares; 2026Q1: 7,508 shares 7,508 $2.57M 0.02% -115 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: 8,757 shares; 2024Q4: 9,819 shares; 2025Q1: 11,149 shares; 2025Q2: 9,465 shares; 2025Q3: 28,634 shares; 2025Q4: 33,929 shares; 2026Q1: 29,011 shares 29,011 $2.56M 0.02% -4,918 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: 9,284 shares; 2024Q4: 10,076 shares; 2025Q1: 9,960 shares; 2025Q2: 10,303 shares; 2025Q3: 13,050 shares; 2025Q4: 12,895 shares; 2026Q1: 12,561 shares 12,561 $2.55M 0.02% -334 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,824 shares; 2024Q4: 46,057 shares; 2025Q1: 46,588 shares; 2025Q2: 47,706 shares; 2025Q3: 47,725 shares; 2025Q4: 56,349 shares; 2026Q1: 55,821 shares 55,821 $2.54M 0.02% -528 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 4,381 shares; 2025Q1: 4,399 shares; 2025Q2: 4,919 shares; 2025Q3: 10,798 shares; 2025Q4: 10,396 shares; 2026Q1: 10,257 shares 10,257 $2.49M 0.02% -139 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 5,482 shares; 2025Q1: 4,130 shares; 2025Q2: 5,645 shares; 2025Q3: 25,040 shares; 2025Q4: 23,816 shares; 2026Q1: 23,426 shares 23,426 $2.49M 0.02% -390 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: 24,209 shares; 2024Q4: 24,355 shares; 2025Q1: 26,428 shares; 2025Q2: 13,710 shares; 2025Q3: 33,751 shares; 2025Q4: 32,133 shares; 2026Q1: 32,492 shares 32,492 $2.48M 0.02% +359 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: 5,998 shares; 2024Q4: 5,739 shares; 2025Q1: 5,281 shares; 2025Q2: 13,546 shares; 2025Q3: 12,769 shares; 2025Q4: 12,871 shares; 2026Q1: 12,466 shares 12,466 $2.47M 0.02% -405 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 12,336 shares; 2025Q1: 13,566 shares; 2025Q2: 13,614 shares; 2025Q3: 27,228 shares; 2025Q4: 27,176 shares; 2026Q1: 28,958 shares 28,958 $2.46M 0.02% +1,782 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 6,982 shares; 2025Q1: 6,988 shares; 2025Q2: 7,125 shares; 2025Q3: 6,589 shares; 2025Q4: 6,523 shares; 2026Q1: 6,707 shares 6,707 $2.41M 0.02% +184 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,220 shares; 2024Q4: 80,164 shares; 2025Q1: 74,463 shares; 2025Q2: 77,225 shares; 2025Q3: 68,042 shares; 2025Q4: 66,634 shares; 2026Q1: 64,331 shares 64,331 $2.37M 0.02% -2,303 Timeline DFEM 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: 62,627 shares; 2025Q4: 64,129 shares; 2026Q1: 67,221 shares 67,221 $2.32M 0.02% +3,092 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: 67,409 shares; 2024Q4: 72,078 shares; 2025Q1: 70,773 shares; 2025Q2: 91,721 shares; 2025Q3: 91,256 shares; 2025Q4: 90,232 shares; 2026Q1: 79,510 shares 79,510 $2.31M 0.02% -10,722 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,832 shares; 2025Q4: 67,038 shares; 2026Q1: 58,223 shares 58,223 $2.27M 0.02% -8,815 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: 10,406 shares; 2024Q4: 11,690 shares; 2025Q1: 29,237 shares; 2025Q2: 2,753 shares; 2025Q3: 15,122 shares; 2025Q4: 13,259 shares; 2026Q1: 11,632 shares 11,632 $2.26M 0.02% -1,627 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: 29,262 shares; 2024Q4: 32,342 shares; 2025Q1: 36,526 shares; 2025Q2: 35,806 shares; 2025Q3: 34,148 shares; 2025Q4: 37,362 shares; 2026Q1: 45,601 shares 45,601 $2.25M 0.02% +8,239 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,537 shares; 2024Q4: 11,767 shares; 2025Q1: 11,537 shares; 2025Q2: 14,668 shares; 2025Q3: 15,838 shares; 2025Q4: 15,461 shares; 2026Q1: 15,513 shares 15,513 $2.25M 0.02% +52 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 646 shares; 2025Q3: 650 shares; 2025Q4: 677 shares; 2026Q1: 649 shares 649 $2.19M 0.02% -28 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 9,458 shares; 2025Q1: 10,730 shares; 2025Q2: 10,330 shares; 2025Q3: 11,812 shares; 2025Q4: 9,674 shares; 2026Q1: 9,651 shares 9,651 $2.18M 0.02% -23 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 15,650 shares; 2025Q1: 17,512 shares; 2025Q2: 17,821 shares; 2025Q3: 17,336 shares; 2025Q4: 18,485 shares; 2026Q1: 17,971 shares 17,971 $2.17M 0.02% -514 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,800 shares; 2025Q4: 47,554 shares; 2026Q1: 46,484 shares 46,484 $2.15M 0.02% -1,070 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,365 shares; 2025Q2: 4,214 shares; 2025Q3: 4,760 shares; 2025Q4: 5,101 shares; 2026Q1: 5,340 shares 5,340 $2.13M 0.02% +239 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,482 shares; 2024Q4: 40,482 shares; 2025Q1: 41,491 shares; 2025Q2: 41,256 shares; 2025Q3: 38,542 shares; 2025Q4: 39,686 shares; 2026Q1: 39,014 shares 39,014 $2.11M 0.02% -672 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 56,043 shares 56,043 $2.07M 0.02% 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: 5,140 shares; 2024Q4: 5,312 shares; 2025Q1: 5,003 shares; 2025Q2: 5,319 shares; 2025Q3: 6,657 shares; 2025Q4: 6,310 shares; 2026Q1: 6,218 shares 6,218 $2.04M 0.02% -92 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,764 shares; 2024Q4: 15,589 shares; 2025Q1: 15,594 shares; 2025Q2: 16,014 shares; 2025Q3: 16,503 shares; 2025Q4: 49,415 shares; 2026Q1: 47,746 shares 47,746 $2.03M 0.02% -1,669 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,820 shares; 2025Q1: 7,284 shares; 2025Q2: 8,142 shares; 2025Q3: 8,497 shares; 2025Q4: 9,449 shares; 2026Q1: 9,981 shares 9,981 $2.03M 0.02% +532 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 5,815 shares; 2025Q1: 5,191 shares; 2025Q2: 5,368 shares; 2025Q3: 6,215 shares; 2025Q4: 5,857 shares; 2026Q1: 6,292 shares 6,292 $2M 0.02% +435 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,534 shares; 2024Q4: 39,367 shares; 2025Q1: 38,119 shares; 2025Q2: 41,549 shares; 2025Q3: 40,617 shares; 2025Q4: 27,299 shares; 2026Q1: 34,456 shares 34,456 $1.99M 0.01% +7,157 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: 8,430 shares; 2024Q4: 9,731 shares; 2025Q1: 10,076 shares; 2025Q2: 10,173 shares; 2025Q3: 10,078 shares; 2025Q4: 9,957 shares; 2026Q1: 9,981 shares 9,981 $1.98M 0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,848 shares; 2025Q4: 16,082 shares; 2026Q1: 72,616 shares 72,616 $1.97M 0.01% +56,534 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,366 shares; 2025Q4: 58,421 shares; 2026Q1: 42,748 shares 42,748 $1.92M 0.01% -15,673 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: 9,813 shares; 2024Q4: 10,523 shares; 2025Q1: 10,509 shares; 2025Q2: 10,164 shares; 2025Q3: 8,548 shares; 2025Q4: 9,754 shares; 2026Q1: 13,068 shares 13,068 $1.92M 0.01% +3,314 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,198 shares; 2024Q4: 108,198 shares; 2025Q1: 106,597 shares; 2025Q2: 83,024 shares; 2025Q3: 82,092 shares; 2025Q4: 76,095 shares; 2026Q1: 75,325 shares 75,325 $1.91M 0.01% -770 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,937 shares; 2024Q4: 24,647 shares; 2025Q1: 32,088 shares; 2025Q2: 30,518 shares; 2025Q3: 34,596 shares; 2025Q4: 39,938 shares; 2026Q1: 39,515 shares 39,515 $1.88M 0.01% -423 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,167 shares; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 5,732 shares; 2025Q3: 11,652 shares; 2025Q4: 16,446 shares; 2026Q1: 18,343 shares 18,343 $1.87M 0.01% +1,897 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: 38,314 shares; 2024Q4: 42,749 shares; 2025Q1: 45,236 shares; 2025Q2: 43,369 shares; 2025Q3: 36,453 shares; 2025Q4: 30,554 shares; 2026Q1: 30,548 shares 30,548 $1.85M 0.01% -6 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: 419 shares; 2024Q4: 1,041 shares; 2025Q1: 1,045 shares; 2025Q2: 1,051 shares; 2025Q3: 1,210 shares; 2025Q4: 1,205 shares; 2026Q1: 1,247 shares 1,247 $1.84M 0.01% +42 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: 9,296 shares; 2024Q4: 9,932 shares; 2025Q1: 9,055 shares; 2025Q2: 10,059 shares; 2025Q3: 9,869 shares; 2025Q4: 8,964 shares; 2026Q1: 9,628 shares 9,628 $1.8M 0.01% +664 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 9,125 shares; 2025Q1: 9,548 shares; 2025Q2: 10,834 shares; 2025Q3: 10,619 shares; 2025Q4: 11,282 shares; 2026Q1: 11,476 shares 11,476 $1.78M 0.01% +194 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 19,666 shares; 2025Q1: 30,476 shares; 2025Q2: 35,925 shares; 2025Q3: 36,957 shares; 2025Q4: 39,094 shares; 2026Q1: 38,715 shares 38,715 $1.77M 0.01% -379 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: 6,841 shares; 2024Q4: 6,768 shares; 2025Q1: 8,809 shares; 2025Q2: 8,842 shares; 2025Q3: 11,330 shares; 2025Q4: 10,669 shares; 2026Q1: 10,734 shares 10,734 $1.77M 0.01% +65 Timeline DFAR 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: 74,277 shares 74,277 $1.76M 0.01% new 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: 7,008 shares; 2024Q4: 8,226 shares; 2025Q1: 9,918 shares; 2025Q2: 9,590 shares; 2025Q3: 10,392 shares; 2025Q4: 13,919 shares; 2026Q1: 15,357 shares 15,357 $1.74M 0.01% +1,438 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: 7,106 shares; 2024Q4: 8,171 shares; 2025Q1: 10,331 shares; 2025Q2: 12,640 shares; 2025Q3: 12,607 shares; 2025Q4: 11,608 shares; 2026Q1: 12,703 shares 12,703 $1.73M 0.01% +1,095 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,384 shares; 2024Q4: 41,384 shares; 2025Q1: 43,018 shares; 2025Q2: 81,842 shares; 2025Q3: 79,492 shares; 2025Q4: 67,866 shares; 2026Q1: 68,141 shares 68,141 $1.72M 0.01% +275 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 12,653 shares; 2025Q1: 3,677 shares; 2025Q2: 7,173 shares; 2025Q3: 6,132 shares; 2025Q4: 7,953 shares; 2026Q1: 8,405 shares 8,405 $1.72M 0.01% +452 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: 876 shares; 2024Q4: 1,020 shares; 2025Q1: 1,137 shares; 2025Q2: 1,175 shares; 2025Q3: 1,367 shares; 2025Q4: 1,315 shares; 2026Q1: 1,297 shares 1,297 $1.71M 0.01% -18 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: 6,023 shares; 2024Q4: 5,765 shares; 2025Q1: 5,801 shares; 2025Q2: 6,150 shares; 2025Q3: 6,117 shares; 2025Q4: 6,267 shares; 2026Q1: 6,965 shares 6,965 $1.7M 0.01% +698 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 8,735 shares; 2025Q1: 33,577 shares; 2025Q2: 39,513 shares; 2025Q3: 36,179 shares; 2025Q4: 35,848 shares; 2026Q1: 33,461 shares 33,461 $1.7M 0.01% -2,387 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: 4,358 shares; 2024Q4: 3,557 shares; 2025Q1: 3,479 shares; 2025Q2: 3,676 shares; 2025Q3: 3,677 shares; 2025Q4: 3,494 shares; 2026Q1: 3,558 shares 3,558 $1.68M 0.01% +64 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 4,989 shares; 2025Q1: 7,200 shares; 2025Q2: 7,157 shares; 2025Q3: 25,713 shares; 2025Q4: 8,628 shares; 2026Q1: 9,262 shares 9,262 $1.68M 0.01% +634 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: not reported; 2024Q4: 3,394 shares; 2025Q1: 3,811 shares; 2025Q2: 4,167 shares; 2025Q3: 4,163 shares; 2025Q4: 4,294 shares; 2026Q1: 4,366 shares 4,366 $1.67M 0.01% +72 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,667 shares; 2025Q2: 1,837 shares; 2025Q3: 2,098 shares; 2025Q4: 1,749 shares; 2026Q1: 1,708 shares 1,708 $1.64M 0.01% -41 Timeline HWBK HAWTHORN BANCSHARES INC More: the full row for HAWTHORN BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares; 2025Q1: 50,632 shares; 2025Q2: 49,410 shares; 2025Q3: 49,628 shares; 2025Q4: 48,537 shares; 2026Q1: 48,725 shares 48,725 $1.64M 0.01% +188 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: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,039 shares; 2025Q3: 3,381 shares; 2025Q4: 3,363 shares; 2026Q1: 4,148 shares 4,148 $1.63M 0.01% +785 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: 4,569 shares; 2024Q4: 10,360 shares; 2025Q1: 8,474 shares; 2025Q2: 7,835 shares; 2025Q3: 8,094 shares; 2025Q4: 9,300 shares; 2026Q1: 10,040 shares 10,040 $1.61M 0.01% +740 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 14,843 shares; 2025Q1: 16,500 shares; 2025Q2: 17,676 shares; 2025Q3: 16,986 shares; 2025Q4: 14,266 shares; 2026Q1: 13,818 shares 13,818 $1.59M 0.01% -448 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: 10,233 shares; 2024Q4: 12,175 shares; 2025Q1: 12,066 shares; 2025Q2: 13,429 shares; 2025Q3: 12,568 shares; 2025Q4: 11,752 shares; 2026Q1: 11,980 shares 11,980 $1.58M 0.01% +228 Timeline VDE 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: 9,164 shares; 2024Q4: 9,190 shares; 2025Q1: 9,174 shares; 2025Q2: 8,956 shares; 2025Q3: 9,164 shares; 2025Q4: 9,033 shares; 2026Q1: 9,045 shares 9,045 $1.57M 0.01% +12 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: 36,960 shares; 2024Q4: 36,984 shares; 2025Q1: 30,817 shares; 2025Q2: 30,583 shares; 2025Q3: 30,639 shares; 2025Q4: 31,107 shares; 2026Q1: 33,162 shares 33,162 $1.56M 0.01% +2,055 Timeline VDC 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: 7,638 shares; 2024Q4: 7,561 shares; 2025Q1: 7,315 shares; 2025Q2: 7,370 shares; 2025Q3: 7,321 shares; 2025Q4: 7,014 shares; 2026Q1: 6,927 shares 6,927 $1.56M 0.01% -87 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,750 shares; 2025Q1: 4,813 shares; 2025Q2: 4,598 shares; 2025Q3: 4,559 shares; 2025Q4: 4,535 shares; 2026Q1: 4,190 shares 4,190 $1.55M 0.01% -345 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: 48,059 shares; 2024Q4: 45,493 shares; 2025Q1: 36,451 shares; 2025Q2: 37,862 shares; 2025Q3: 35,322 shares; 2025Q4: 35,214 shares; 2026Q1: 34,869 shares 34,869 $1.54M 0.01% -345 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 8,063 shares; 2025Q1: 8,379 shares; 2025Q2: 9,199 shares; 2025Q3: 9,073 shares; 2025Q4: 8,412 shares; 2026Q1: 8,534 shares 8,534 $1.54M 0.01% +122 Timeline USRT 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: 42,079 shares; 2024Q4: 38,268 shares; 2025Q1: 36,973 shares; 2025Q2: 34,921 shares; 2025Q3: 25,608 shares; 2025Q4: 25,710 shares; 2026Q1: 25,055 shares 25,055 $1.48M 0.01% -655 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 705 shares; 2025Q1: 706 shares; 2025Q2: 2,256 shares; 2025Q3: 707 shares; 2025Q4: 2,127 shares; 2026Q1: 3,099 shares 3,099 $1.47M 0.01% +972 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: not reported; 2024Q4: 1,214 shares; 2025Q1: 2,050 shares; 2025Q2: 3,096 shares; 2025Q3: 4,253 shares; 2025Q4: 6,761 shares; 2026Q1: 7,551 shares 7,551 $1.45M 0.01% +790 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,774 shares; 2024Q4: 54,205 shares; 2025Q1: 54,205 shares; 2025Q2: 22,458 shares; 2025Q3: 21,180 shares; 2025Q4: 21,057 shares; 2026Q1: 21,057 shares 21,057 $1.44M 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,005 shares; 2025Q1: 2,986 shares; 2025Q2: 6,604 shares; 2025Q3: 5,842 shares; 2025Q4: 5,840 shares; 2026Q1: 5,739 shares 5,739 $1.44M 0.01% -101 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,892 shares; 2025Q1: 5,622 shares; 2025Q2: 6,244 shares; 2025Q3: 6,460 shares; 2025Q4: 6,273 shares; 2026Q1: 6,228 shares 6,228 $1.43M 0.01% -45 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: 4,039 shares; 2024Q4: 3,992 shares; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 4,255 shares; 2025Q4: 4,043 shares; 2026Q1: 4,232 shares 4,232 $1.43M 0.01% +189 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,535 shares; 2025Q2: 5,866 shares; 2025Q3: 12,530 shares; 2025Q4: 18,787 shares; 2026Q1: 25,023 shares 25,023 $1.42M 0.01% +6,236 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,180 shares; 2024Q4: 34,815 shares; 2025Q1: 34,806 shares; 2025Q2: 35,271 shares; 2025Q3: 36,431 shares; 2025Q4: 33,842 shares; 2026Q1: 32,840 shares 32,840 $1.42M 0.01% -1,002 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: 10,691 shares; 2024Q4: 10,738 shares; 2025Q1: 11,295 shares; 2025Q2: 11,095 shares; 2025Q3: 9,025 shares; 2025Q4: 10,197 shares; 2026Q1: 10,011 shares 10,011 $1.4M 0.01% -186 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 5,741 shares; 2025Q1: 6,184 shares; 2025Q2: 6,692 shares; 2025Q3: 5,904 shares; 2025Q4: 12,622 shares; 2026Q1: 12,787 shares 12,787 $1.39M 0.01% +165 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 20,670 shares; 2025Q1: 20,270 shares; 2025Q2: 18,226 shares; 2025Q3: 19,595 shares; 2025Q4: 22,126 shares; 2026Q1: 22,180 shares 22,180 $1.39M 0.01% +54 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: 909 shares; 2024Q4: 1,685 shares; 2025Q1: 1,651 shares; 2025Q2: 1,951 shares; 2025Q3: 1,972 shares; 2025Q4: 2,007 shares; 2026Q1: 2,038 shares 2,038 $1.39M 0.01% +31 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 15,459 shares; 2025Q1: 13,803 shares; 2025Q2: 19,208 shares; 2025Q3: 13,345 shares; 2025Q4: 13,146 shares; 2026Q1: 11,461 shares 11,461 $1.39M 0.01% -1,685 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,064 shares; 2024Q4: 39,064 shares; 2025Q1: 36,999 shares; 2025Q2: 36,999 shares; 2025Q3: 36,269 shares; 2025Q4: 36,268 shares; 2026Q1: 31,519 shares 31,519 $1.39M 0.01% -4,749 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 11,784 shares 11,784 $1.37M 0.01% -3,216 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,347 shares; 2024Q4: 41,347 shares; 2025Q1: 41,535 shares; 2025Q2: 41,535 shares; 2025Q3: 41,535 shares; 2025Q4: 44,964 shares; 2026Q1: 63,239 shares 63,239 $1.36M 0.01% +18,275 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: 4,582 shares; 2024Q4: 4,482 shares; 2025Q1: 4,550 shares; 2025Q2: 4,434 shares; 2025Q3: 4,422 shares; 2025Q4: 4,082 shares; 2026Q1: 4,719 shares 4,719 $1.35M 0.01% +637 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: 2,117 shares; 2024Q4: 1,996 shares; 2025Q1: 2,059 shares; 2025Q2: 2,138 shares; 2025Q3: 3,568 shares; 2025Q4: 3,498 shares; 2026Q1: 3,249 shares 3,249 $1.35M 0.01% -249 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,100 shares; 2025Q1: 14,821 shares; 2025Q2: 21,937 shares; 2025Q3: 29,965 shares; 2025Q4: 17,773 shares; 2026Q1: 22,436 shares 22,436 $1.32M 0.01% +4,663 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 7,699 shares; 2025Q1: 7,657 shares; 2025Q2: 7,683 shares; 2025Q3: 7,750 shares; 2025Q4: 7,604 shares; 2026Q1: 7,639 shares 7,639 $1.32M 0.01% +35 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: 11,381 shares; 2024Q4: 11,690 shares; 2025Q1: 11,641 shares; 2025Q2: 12,267 shares; 2025Q3: 11,493 shares; 2025Q4: 10,217 shares; 2026Q1: 7,237 shares 7,237 $1.32M 0.01% -2,980 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 10,876 shares; 2025Q1: 11,880 shares; 2025Q2: 14,112 shares; 2025Q3: 12,410 shares; 2025Q4: 13,035 shares; 2026Q1: 13,235 shares 13,235 $1.31M 0.01% +200 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: 1,674 shares; 2024Q4: 2,088 shares; 2025Q1: 1,859 shares; 2025Q2: 2,226 shares; 2025Q3: 2,315 shares; 2025Q4: 11,624 shares; 2026Q1: 12,348 shares 12,348 $1.29M 0.01% +724 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,814 shares; 2024Q4: 63,111 shares; 2025Q1: 62,814 shares; 2025Q2: 63,508 shares; 2025Q3: 63,508 shares; 2025Q4: 65,666 shares; 2026Q1: 64,972 shares 64,972 $1.28M 0.01% -694 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,213 shares; 2024Q4: 21,213 shares; 2025Q1: 21,273 shares; 2025Q2: 21,395 shares; 2025Q3: 21,416 shares; 2025Q4: 21,097 shares; 2026Q1: 23,328 shares 23,328 $1.27M 0.01% +2,231 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: 2,568 shares; 2024Q4: 2,790 shares; 2025Q1: 2,789 shares; 2025Q2: 3,514 shares; 2025Q3: 3,588 shares; 2025Q4: 3,765 shares; 2026Q1: 3,247 shares 3,247 $1.27M 0.01% -518 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,799 shares; 2026Q1: 35,081 shares 35,081 $1.26M 0.01% -718 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,968 shares; 2024Q4: 13,120 shares; 2025Q1: 13,682 shares; 2025Q2: 14,156 shares; 2025Q3: 13,586 shares; 2025Q4: 12,042 shares; 2026Q1: 13,945 shares 13,945 $1.25M 0.01% +1,903 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,756 shares; 2025Q1: 5,721 shares; 2025Q2: 5,823 shares; 2025Q3: 6,241 shares; 2025Q4: 5,889 shares; 2026Q1: 5,888 shares 5,888 $1.24M 0.01% -1 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,420 shares; 2024Q4: 26,923 shares; 2025Q1: 26,923 shares; 2025Q2: 26,923 shares; 2025Q3: 26,923 shares; 2025Q4: 26,933 shares; 2026Q1: 27,358 shares 27,358 $1.23M 0.01% +425 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,602 shares; 2024Q4: 38,544 shares; 2025Q1: 33,850 shares; 2025Q2: 33,806 shares; 2025Q3: 33,697 shares; 2025Q4: 27,709 shares; 2026Q1: 29,839 shares 29,839 $1.22M 0.01% +2,130 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: 6,073 shares; 2024Q4: 6,454 shares; 2025Q1: 6,384 shares; 2025Q2: 7,240 shares; 2025Q3: 8,162 shares; 2025Q4: 8,601 shares; 2026Q1: 9,280 shares 9,280 $1.22M 0.01% +679 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: 10,527 shares; 2024Q4: 14,370 shares; 2025Q1: 15,870 shares; 2025Q2: 15,870 shares; 2025Q3: 17,659 shares; 2025Q4: 17,490 shares; 2026Q1: 18,845 shares 18,845 $1.21M 0.01% +1,355 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: 14,090 shares; 2024Q4: 15,359 shares; 2025Q1: 15,291 shares; 2025Q2: 15,424 shares; 2025Q3: 15,392 shares; 2025Q4: 15,506 shares; 2026Q1: 14,189 shares 14,189 $1.21M 0.01% -1,317 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,309 shares; 2025Q1: 2,311 shares; 2025Q2: 2,394 shares; 2025Q3: 2,488 shares; 2025Q4: 2,607 shares; 2026Q1: 2,729 shares 2,729 $1.18M 0.01% +122 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: 127 shares; 2024Q4: 143 shares; 2025Q1: 172 shares; 2025Q2: 179 shares; 2025Q3: 174 shares; 2025Q4: 197 shares; 2026Q1: 6,959 shares 6,959 $1.17M 0.01% +6,762 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 10,842 shares; 2025Q1: 10,440 shares; 2025Q2: 13,879 shares; 2025Q3: 13,879 shares; 2025Q4: 13,689 shares; 2026Q1: 13,731 shares 13,731 $1.15M 0.01% +42 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 8,030 shares; 2025Q1: 8,038 shares; 2025Q2: 8,178 shares; 2025Q3: 10,894 shares; 2025Q4: 11,124 shares; 2026Q1: 10,808 shares 10,808 $1.15M 0.01% -316 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,686 shares; 2025Q1: 18,281 shares; 2025Q2: 22,216 shares; 2025Q3: 24,480 shares; 2025Q4: 17,527 shares; 2026Q1: 20,149 shares 20,149 $1.14M 0.01% +2,622 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 11,334 shares; 2025Q3: 16,290 shares; 2025Q4: 17,702 shares; 2026Q1: 17,693 shares 17,693 $1.14M 0.01% -9 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,678 shares; 2024Q4: 25,678 shares; 2025Q1: 25,506 shares; 2025Q2: 25,544 shares; 2025Q3: 25,506 shares; 2025Q4: 25,577 shares; 2026Q1: 25,553 shares 25,553 $1.14M 0.01% -24 Timeline WINN 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: 19,412 shares; 2025Q1: 61,308 shares; 2025Q2: 39,137 shares; 2025Q3: 39,137 shares; 2025Q4: 39,137 shares; 2026Q1: 39,137 shares 39,137 $1.09M 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,207 shares; 2025Q1: 2,946 shares; 2025Q2: 3,164 shares; 2025Q3: 2,809 shares; 2025Q4: 2,832 shares; 2026Q1: 3,016 shares 3,016 $1.07M 0.01% +184 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 7,765 shares; 2025Q1: 5,432 shares; 2025Q2: 2,848 shares; 2025Q3: 5,319 shares; 2025Q4: 4,998 shares; 2026Q1: 5,112 shares 5,112 $1.07M 0.01% +114 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,789 shares; 2025Q3: 6,788 shares; 2025Q4: 6,820 shares; 2026Q1: 6,841 shares 6,841 $1.06M 0.01% +21 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: 3,421 shares; 2024Q4: 3,498 shares; 2025Q1: 5,030 shares; 2025Q2: 5,046 shares; 2025Q3: 7,808 shares; 2025Q4: 7,959 shares; 2026Q1: 7,781 shares 7,781 $1.05M 0.01% -178 Timeline GSLC 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: 4,231 shares; 2024Q4: 3,509 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 8,878 shares; 2025Q4: 8,415 shares; 2026Q1: 8,402 shares 8,402 $1.05M 0.01% -13 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: 4,087 shares; 2024Q4: 4,002 shares; 2025Q1: 3,905 shares; 2025Q2: 6,904 shares; 2025Q3: 8,083 shares; 2025Q4: 9,291 shares; 2026Q1: 8,756 shares 8,756 $1.04M 0.01% -535 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 4,802 shares; 2025Q3: 4,804 shares; 2025Q4: 4,325 shares; 2026Q1: 5,407 shares 5,407 $1.04M 0.01% +1,082 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,461 shares; 2024Q4: 26,461 shares; 2025Q1: 26,461 shares; 2025Q2: 26,461 shares; 2025Q3: 26,461 shares; 2025Q4: 129,869 shares; 2026Q1: 129,869 shares 129,869 $1.03M 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,402 shares; 2025Q1: 2,369 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,048 shares; 2026Q1: 2,074 shares 2,074 $1.03M 0.01% +26 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 2,945 shares; 2025Q1: 2,912 shares; 2025Q2: 2,982 shares; 2025Q3: 2,941 shares; 2025Q4: 3,032 shares; 2026Q1: 3,119 shares 3,119 $1.02M 0.01% +87 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: 9,632 shares; 2024Q4: 10,461 shares; 2025Q1: 12,860 shares; 2025Q2: 13,645 shares; 2025Q3: 11,167 shares; 2025Q4: 14,623 shares; 2026Q1: 14,187 shares 14,187 $1.02M 0.01% -436 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 15,561 shares; 2025Q1: 14,859 shares; 2025Q2: 14,258 shares; 2025Q3: 13,960 shares; 2025Q4: 12,974 shares; 2026Q1: 12,436 shares 12,436 $1.02M 0.01% -538 Timeline PWV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,440 shares; 2026Q1: 14,440 shares 14,440 $1.01M 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 5,859 shares; 2025Q1: 6,042 shares; 2025Q2: 6,923 shares; 2025Q3: 6,617 shares; 2025Q4: 8,347 shares; 2026Q1: 8,453 shares 8,453 $1M 0.01% +106 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,730 shares; 2024Q4: 22,018 shares; 2025Q1: 22,140 shares; 2025Q2: 21,401 shares; 2025Q3: 21,422 shares; 2025Q4: 19,070 shares; 2026Q1: 18,877 shares 18,877 $996K 0.01% -193 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: 933 shares; 2024Q4: 1,107 shares; 2025Q1: 1,019 shares; 2025Q2: 1,425 shares; 2025Q3: 1,021 shares; 2025Q4: 1,085 shares; 2026Q1: 1,139 shares 1,139 $986K 0.01% +54 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,042 shares; 2025Q1: 6,419 shares; 2025Q2: 9,101 shares; 2025Q3: 9,217 shares; 2025Q4: 10,182 shares; 2026Q1: 9,578 shares 9,578 $979K 0.01% -604 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,757 shares; 2025Q1: 1,443 shares; 2025Q2: 1,428 shares; 2025Q3: 1,936 shares; 2025Q4: 2,292 shares; 2026Q1: 2,117 shares 2,117 $976K 0.01% -175 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,956 shares; 2025Q1: 7,607 shares; 2025Q2: 6,843 shares; 2025Q3: 6,942 shares; 2025Q4: 13,868 shares; 2026Q1: 15,878 shares 15,878 $973K 0.01% +2,010 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,952 shares; 2025Q1: 8,948 shares; 2025Q2: 9,955 shares; 2025Q3: 10,313 shares; 2025Q4: 18,847 shares; 2026Q1: 14,245 shares 14,245 $971K 0.01% -4,602 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: 8,011 shares; 2024Q4: 8,567 shares; 2025Q1: 9,249 shares; 2025Q2: 7,482 shares; 2025Q3: 7,277 shares; 2025Q4: 7,280 shares; 2026Q1: 7,308 shares 7,308 $965K 0.01% +28 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 4,165 shares; 2025Q4: 4,010 shares; 2026Q1: 3,931 shares 3,931 $934K 0.01% -79 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,119 shares; 2025Q1: 5,254 shares; 2025Q2: 5,424 shares; 2025Q3: 5,707 shares; 2025Q4: 4,105 shares; 2026Q1: 4,523 shares 4,523 $933K 0.01% +418 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,661 shares; 2024Q4: 47,661 shares; 2025Q1: 47,661 shares; 2025Q2: 47,661 shares; 2025Q3: 47,661 shares; 2025Q4: 49,339 shares; 2026Q1: 31,371 shares 31,371 $932K 0.01% -17,968 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,361 shares; 2025Q1: 2,573 shares; 2025Q2: 4,193 shares; 2025Q3: 4,173 shares; 2025Q4: 4,464 shares; 2026Q1: 5,092 shares 5,092 $929K 0.01% +628 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,441 shares 33,441 $927K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 7,074 shares; 2025Q1: 6,988 shares; 2025Q2: 9,116 shares; 2025Q3: 9,273 shares; 2025Q4: 9,505 shares; 2026Q1: 9,216 shares 9,216 $923K 0.01% -289 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 10,147 shares; 2025Q1: 10,204 shares; 2025Q2: 11,928 shares; 2025Q3: 12,487 shares; 2025Q4: 12,093 shares; 2026Q1: 10,885 shares 10,885 $911K 0.01% -1,208 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: 2,904 shares; 2024Q4: 4,201 shares; 2025Q1: 5,632 shares; 2025Q2: 5,636 shares; 2025Q3: 7,868 shares; 2025Q4: 6,619 shares; 2026Q1: 6,216 shares 6,216 $899K 0.01% -403 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: 14,544 shares; 2024Q4: 14,214 shares; 2025Q1: 14,530 shares; 2025Q2: 12,424 shares; 2025Q3: 16,194 shares; 2025Q4: 11,390 shares; 2026Q1: 11,173 shares 11,173 $895K 0.01% -217 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,103 shares; 2025Q1: 3,397 shares; 2025Q2: 2,689 shares; 2025Q3: 2,633 shares; 2025Q4: 2,638 shares; 2026Q1: 3,203 shares 3,203 $890K 0.01% +565 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: 2,809 shares; 2024Q4: 2,644 shares; 2025Q1: 2,651 shares; 2025Q2: 7,749 shares; 2025Q3: 8,014 shares; 2025Q4: 8,136 shares; 2026Q1: 7,914 shares 7,914 $888K 0.01% -222 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,804 shares; 2025Q1: 3,808 shares; 2025Q2: 3,037 shares; 2025Q3: 3,201 shares; 2025Q4: 3,177 shares; 2026Q1: 3,260 shares 3,260 $883K 0.01% +83 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 4,145 shares; 2025Q1: 3,651 shares; 2025Q2: 3,622 shares; 2025Q3: 3,661 shares; 2025Q4: 3,499 shares; 2026Q1: 3,511 shares 3,511 $880K 0.01% +12 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,144 shares; 2025Q2: 9,418 shares; 2025Q3: 9,343 shares; 2025Q4: 9,828 shares; 2026Q1: 38,395 shares 38,395 $880K 0.01% +28,567 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: 8,741 shares; 2024Q4: 9,463 shares; 2025Q1: 9,782 shares; 2025Q2: 9,391 shares; 2025Q3: 10,787 shares; 2025Q4: 8,850 shares; 2026Q1: 9,042 shares 9,042 $879K 0.01% +192 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $878K 0.01% 0 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: not reported; 2025Q4: 5,116 shares; 2026Q1: 5,334 shares 5,334 $873K 0.01% +218 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: 10,987 shares; 2024Q4: 10,963 shares; 2025Q1: 11,048 shares; 2025Q2: 10,958 shares; 2025Q3: 10,222 shares; 2025Q4: 9,333 shares; 2026Q1: 9,378 shares 9,378 $870K 0.01% +45 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,978 shares; 2025Q2: 10,704 shares; 2025Q3: 11,034 shares; 2025Q4: 12,225 shares; 2026Q1: 14,134 shares 14,134 $867K 0.01% +1,909 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: 9,729 shares; 2024Q4: 9,850 shares; 2025Q1: 11,055 shares; 2025Q2: 10,871 shares; 2025Q3: 10,413 shares; 2025Q4: 10,555 shares; 2026Q1: 9,902 shares 9,902 $858K 0.01% -653 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,211 shares; 2025Q4: 4,273 shares; 2026Q1: 4,115 shares 4,115 $848K 0.01% -158 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,864 shares; 2025Q4: 18,496 shares; 2026Q1: 18,104 shares 18,104 $841K 0.01% -392 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 13,866 shares; 2025Q1: 13,867 shares; 2025Q2: 12,583 shares; 2025Q3: 13,655 shares; 2025Q4: 13,588 shares; 2026Q1: 13,515 shares 13,515 $833K 0.01% -73 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: 2,827 shares; 2025Q4: 2,589 shares; 2026Q1: 3,058 shares 3,058 $827K 0.01% +469 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,112 shares; 2024Q4: 17,148 shares; 2025Q1: 17,571 shares; 2025Q2: 17,439 shares; 2025Q3: 16,134 shares; 2025Q4: 15,564 shares; 2026Q1: 15,504 shares 15,504 $819K 0.01% -60 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,505 shares; 2026Q1: 140,091 shares 140,091 $818K 0.01% +128,586 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: 6,507 shares; 2024Q4: 7,153 shares; 2025Q1: 6,558 shares; 2025Q2: 7,587 shares; 2025Q3: 8,689 shares; 2025Q4: 7,793 shares; 2026Q1: 8,469 shares 8,469 $817K 0.01% +676 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,739 shares; 2024Q4: 6,526 shares; 2025Q1: 6,641 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,779 shares; 2026Q1: 6,779 shares 6,779 $810K 0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 1,318 shares; 2025Q3: 1,313 shares; 2025Q4: 1,308 shares; 2026Q1: 2,466 shares 2,466 $810K 0.01% +1,158 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,117 shares; 2025Q3: 9,758 shares; 2025Q4: 28,048 shares; 2026Q1: 29,031 shares 29,031 $809K 0.01% +983 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: 4,085 shares; 2024Q4: 4,051 shares; 2025Q1: 3,902 shares; 2025Q2: 4,501 shares; 2025Q3: 4,602 shares; 2025Q4: 4,441 shares; 2026Q1: 4,782 shares 4,782 $807K 0.01% +341 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,778 shares; 2025Q1: 1,716 shares; 2025Q2: 1,870 shares; 2025Q3: 1,823 shares; 2025Q4: 1,883 shares; 2026Q1: 1,806 shares 1,806 $803K 0.01% -77 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: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,010 shares; 2025Q3: 7,325 shares; 2025Q4: 6,888 shares; 2026Q1: 9,036 shares 9,036 $800K 0.01% +2,148 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 5,088 shares; 2025Q1: 4,509 shares; 2025Q2: 9,074 shares; 2025Q3: 9,217 shares; 2025Q4: 9,405 shares; 2026Q1: 17,205 shares 17,205 $798K 0.01% +7,800 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 7,147 shares; 2025Q1: 8,273 shares; 2025Q2: 8,312 shares; 2025Q3: 9,482 shares; 2025Q4: 8,578 shares; 2026Q1: 8,550 shares 8,550 $798K 0.01% -28 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 21,638 shares; 2025Q3: 32,745 shares; 2025Q4: 29,156 shares; 2026Q1: 30,534 shares 30,534 $798K 0.01% +1,378 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,908 shares; 2025Q1: 5,175 shares; 2025Q2: 6,071 shares; 2025Q3: 6,064 shares; 2025Q4: 5,978 shares; 2026Q1: 5,796 shares 5,796 $795K 0.01% -182 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,441 shares; 2025Q1: 3,442 shares; 2025Q2: 3,443 shares; 2025Q3: 3,534 shares; 2025Q4: 3,536 shares; 2026Q1: 3,446 shares 3,446 $789K 0.01% -90 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: 782 shares; 2024Q4: 706 shares; 2025Q1: 688 shares; 2025Q2: 743 shares; 2025Q3: 831 shares; 2025Q4: 767 shares; 2026Q1: 719 shares 719 $787K 0.01% -48 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 7,723 shares; 2025Q1: 8,034 shares; 2025Q2: 7,743 shares; 2025Q3: 8,155 shares; 2025Q4: 8,429 shares; 2026Q1: 8,139 shares 8,139 $785K 0.01% -290 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 5,238 shares; 2025Q1: 4,640 shares; 2025Q2: 3,814 shares; 2025Q3: 3,835 shares; 2025Q4: 5,180 shares; 2026Q1: 5,369 shares 5,369 $783K 0.01% +189 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 3,086 shares; 2025Q1: 2,887 shares; 2025Q2: 2,518 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,506 shares 2,506 $782K 0.01% 0 Timeline LAW CS DISCO INC More: the full row for CS DISCO 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: 226,011 shares; 2025Q3: 203,886 shares; 2025Q4: 203,886 shares; 2026Q1: 203,886 shares 203,886 $779K 0.01% 0 Timeline IYR 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: 6,193 shares; 2024Q4: 6,245 shares; 2025Q1: 6,426 shares; 2025Q2: 6,840 shares; 2025Q3: 8,141 shares; 2025Q4: 8,561 shares; 2026Q1: 8,117 shares 8,117 $768K 0.01% -444 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 3,658 shares; 2025Q1: 3,948 shares; 2025Q2: 3,927 shares; 2025Q3: 3,772 shares; 2025Q4: 3,955 shares; 2026Q1: 4,868 shares 4,868 $766K 0.01% +913 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,673 shares; 2025Q1: 2,789 shares; 2025Q2: 4,052 shares; 2025Q3: 3,203 shares; 2025Q4: 4,671 shares; 2026Q1: 4,700 shares 4,700 $760K 0.01% +29 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,282 shares; 2025Q1: 4,445 shares; 2025Q2: 4,343 shares; 2025Q3: 4,436 shares; 2025Q4: 4,841 shares; 2026Q1: 5,218 shares 5,218 $758K 0.01% +377 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: 2,854 shares; 2024Q4: 2,645 shares; 2025Q1: 2,125 shares; 2025Q2: 2,342 shares; 2025Q3: 2,909 shares; 2025Q4: 2,240 shares; 2026Q1: 2,205 shares 2,205 $757K 0.01% -35 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,808 shares; 2025Q1: 2,773 shares; 2025Q2: 2,929 shares; 2025Q3: 2,576 shares; 2025Q4: 2,599 shares; 2026Q1: 2,482 shares 2,482 $755K 0.01% -117 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,635 shares; 2024Q4: 22,638 shares; 2025Q1: 20,750 shares; 2025Q2: 20,112 shares; 2025Q3: 19,975 shares; 2025Q4: 20,411 shares; 2026Q1: 18,374 shares 18,374 $750K 0.01% -2,037 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,237 shares; 2024Q4: 12,127 shares; 2025Q1: 14,460 shares; 2025Q2: 15,325 shares; 2025Q3: 16,994 shares; 2025Q4: 21,246 shares; 2026Q1: 22,309 shares 22,309 $748K 0.01% +1,063 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 8,624 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,177 shares; 2025Q4: 7,849 shares; 2026Q1: 7,852 shares 7,852 $744K 0.01% +3 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: 26,316 shares; 2024Q4: 26,752 shares; 2025Q1: 22,531 shares; 2025Q2: 20,062 shares; 2025Q3: 20,099 shares; 2025Q4: 21,679 shares; 2026Q1: 21,702 shares 21,702 $737K 0.01% +23 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,192 shares; 2025Q1: 2,767 shares; 2025Q2: 2,688 shares; 2025Q3: 9,276 shares; 2025Q4: 9,276 shares; 2026Q1: 8,322 shares 8,322 $731K 0.01% -954 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: 720 shares; 2024Q4: 819 shares; 2025Q1: 926 shares; 2025Q2: 848 shares; 2025Q3: 895 shares; 2025Q4: 854 shares; 2026Q1: 1,355 shares 1,355 $729K 0.01% +501 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,002 shares; 2025Q1: 3,858 shares; 2025Q2: 4,062 shares; 2025Q3: 4,080 shares; 2025Q4: 4,102 shares; 2026Q1: 3,851 shares 3,851 $724K 0.01% -251 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,732 shares; 2025Q1: 4,593 shares; 2025Q2: 4,643 shares; 2025Q3: 4,610 shares; 2025Q4: 4,591 shares; 2026Q1: 4,649 shares 4,649 $723K 0.01% +58 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: 14,161 shares; 2024Q4: 12,657 shares; 2025Q1: 12,664 shares; 2025Q2: 12,649 shares; 2025Q3: 13,371 shares; 2025Q4: 13,585 shares; 2026Q1: 13,614 shares 13,614 $722K 0.01% +29 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,146 shares; 2025Q1: 7,550 shares; 2025Q2: 8,101 shares; 2025Q3: 8,863 shares; 2025Q4: 9,056 shares; 2026Q1: 9,471 shares 9,471 $706K 0.01% +415 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,555 shares 63,555 $704K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,430 shares; 2025Q1: 2,418 shares; 2025Q2: 2,481 shares; 2025Q3: 2,705 shares; 2025Q4: 2,389 shares; 2026Q1: 2,179 shares 2,179 $703K 0.01% -210 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 6,674 shares; 2026Q1: 6,084 shares 6,084 $702K 0.01% -590 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: 33,458 shares; 2024Q4: 30,359 shares; 2025Q1: 31,650 shares; 2025Q2: 30,159 shares; 2025Q3: 31,682 shares; 2025Q4: 26,826 shares; 2026Q1: 24,379 shares 24,379 $700K 0.01% -2,447 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,752 shares; 2025Q1: 3,029 shares; 2025Q2: 2,756 shares; 2025Q3: 2,670 shares; 2025Q4: 2,566 shares; 2026Q1: 2,522 shares 2,522 $694K 0.01% -44 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,766 shares; 2025Q1: 3,772 shares; 2025Q2: 3,779 shares; 2025Q3: 3,789 shares; 2025Q4: 3,798 shares; 2026Q1: 4,096 shares 4,096 $685K 0.01% +298 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly 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: 358 shares 358 $675K 0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,302 shares; 2025Q4: 15,580 shares; 2026Q1: 14,964 shares 14,964 $671K 0.01% -616 Timeline VNQI 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: 15,548 shares; 2024Q4: 13,964 shares; 2025Q1: 27,346 shares; 2025Q2: 16,762 shares; 2025Q3: 12,243 shares; 2025Q4: 11,428 shares; 2026Q1: 15,032 shares 15,032 $668K 0.01% +3,604 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,039 shares; 2025Q1: 1,987 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,997 shares; 2026Q1: 2,000 shares 2,000 $667K 0.01% +3 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,966 shares; 2025Q4: 5,101 shares; 2026Q1: 6,427 shares 6,427 $667K 0.01% +1,326 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 807 shares; 2025Q3: 815 shares; 2025Q4: 812 shares; 2026Q1: 903 shares 903 $667K 0.01% +91 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 11,057 shares; 2025Q1: 8,524 shares; 2025Q2: 10,158 shares; 2025Q3: 9,483 shares; 2025Q4: 8,248 shares; 2026Q1: 9,269 shares 9,269 $666K 0.01% +1,021 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,249 shares; 2025Q1: 8,938 shares; 2025Q2: 8,938 shares; 2025Q3: 8,646 shares; 2025Q4: 8,618 shares; 2026Q1: 7,591 shares 7,591 $665K 0.01% -1,027 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares; 2026Q1: 2,282 shares 2,282 $663K <0.01% +1,516 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: 1,284 shares; 2024Q4: 1,291 shares; 2025Q1: 1,373 shares; 2025Q2: 1,554 shares; 2025Q3: 1,682 shares; 2025Q4: 1,674 shares; 2026Q1: 1,664 shares 1,664 $660K <0.01% -10 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: 12,073 shares; 2024Q4: 15,338 shares; 2025Q1: 12,303 shares; 2025Q2: 16,514 shares; 2025Q3: 16,441 shares; 2025Q4: 16,187 shares; 2026Q1: 11,669 shares 11,669 $657K <0.01% -4,518 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 2,302 shares; 2025Q4: 2,274 shares; 2026Q1: 2,346 shares 2,346 $655K <0.01% +72 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,025 shares; 2025Q1: 10,025 shares; 2025Q2: 10,025 shares; 2025Q3: 10,025 shares; 2025Q4: 10,025 shares; 2026Q1: 10,031 shares 10,031 $649K <0.01% +6 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,781 shares; 2025Q1: 2,782 shares; 2025Q2: 3,099 shares; 2025Q3: 3,120 shares; 2025Q4: 3,106 shares; 2026Q1: 3,107 shares 3,107 $636K <0.01% +1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 4,127 shares; 2025Q1: 4,093 shares; 2025Q2: 5,131 shares; 2025Q3: 4,572 shares; 2025Q4: 3,579 shares; 2026Q1: 5,490 shares 5,490 $636K <0.01% +1,911 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: 4,279 shares; 2024Q4: 6,843 shares; 2025Q1: 7,055 shares; 2025Q2: 2,223 shares; 2025Q3: not reported; 2025Q4: 2,771 shares; 2026Q1: 5,625 shares 5,625 $621K <0.01% +2,854 Timeline XLU 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: 6,754 shares; 2024Q4: 7,730 shares; 2025Q1: 6,633 shares; 2025Q2: 5,864 shares; 2025Q3: 6,006 shares; 2025Q4: 14,166 shares; 2026Q1: 13,425 shares 13,425 $616K <0.01% -741 Timeline XT 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: 8,284 shares; 2025Q4: 6,728 shares; 2026Q1: 9,023 shares 9,023 $615K <0.01% +2,295 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,541 shares; 2024Q4: 9,489 shares; 2025Q1: 7,015 shares; 2025Q2: 4,515 shares; 2025Q3: 4,676 shares; 2025Q4: 5,688 shares; 2026Q1: 6,611 shares 6,611 $615K <0.01% +923 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: not reported; 2024Q4: 3,987 shares; 2025Q1: 4,092 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 6,111 shares; 2026Q1: 6,111 shares 6,111 $615K <0.01% 0 Timeline PKW 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: not reported; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 4,576 shares; 2026Q1: 4,656 shares 4,656 $611K <0.01% +80 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 15,346 shares; 2025Q1: 15,346 shares; 2025Q2: 15,346 shares; 2025Q3: 15,198 shares; 2025Q4: 15,272 shares; 2026Q1: 15,383 shares 15,383 $610K <0.01% +111 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,290 shares; 2025Q1: 1,209 shares; 2025Q2: 1,162 shares; 2025Q3: 1,093 shares; 2025Q4: 998 shares; 2026Q1: 893 shares 893 $608K <0.01% -105 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: 5,454 shares; 2024Q4: 5,919 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 7,476 shares; 2025Q4: 7,793 shares; 2026Q1: 8,291 shares 8,291 $606K <0.01% +498 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,313 shares; 2026Q1: 25,997 shares 25,997 $606K <0.01% +3,684 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 4,953 shares; 2025Q1: 4,670 shares; 2025Q2: 5,197 shares; 2025Q3: 5,927 shares; 2025Q4: 5,627 shares; 2026Q1: 5,101 shares 5,101 $603K <0.01% -526 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,615 shares; 2025Q4: 7,770 shares; 2026Q1: 6,403 shares 6,403 $601K <0.01% -1,367 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,174 shares; 2025Q1: 2,902 shares; 2025Q2: 2,962 shares; 2025Q3: 4,264 shares; 2025Q4: 5,092 shares; 2026Q1: 5,440 shares 5,440 $600K <0.01% +348 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,409 shares; 2025Q1: 2,549 shares; 2025Q2: 2,356 shares; 2025Q3: 2,120 shares; 2025Q4: 3,263 shares; 2026Q1: 3,549 shares 3,549 $600K <0.01% +286 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: 989 shares; 2025Q1: 1,273 shares; 2025Q2: 1,399 shares; 2025Q3: 1,590 shares; 2025Q4: 1,862 shares; 2026Q1: 4,802 shares 4,802 $599K <0.01% +2,940 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,706 shares; 2024Q4: 14,616 shares; 2025Q1: 9,825 shares; 2025Q2: 10,587 shares; 2025Q3: 25,959 shares; 2025Q4: 13,872 shares; 2026Q1: 13,051 shares 13,051 $598K <0.01% -821 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,484 shares; 2025Q1: 6,436 shares; 2025Q2: 3,287 shares; 2025Q3: 3,260 shares; 2025Q4: 3,934 shares; 2026Q1: 5,968 shares 5,968 $596K <0.01% +2,034 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,375 shares; 2025Q1: 3,548 shares; 2025Q2: 3,501 shares; 2025Q3: 3,705 shares; 2025Q4: 3,589 shares; 2026Q1: 3,902 shares 3,902 $596K <0.01% +313 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 16,919 shares; 2025Q1: 18,104 shares; 2025Q2: 12,967 shares; 2025Q3: 12,269 shares; 2025Q4: 11,644 shares; 2026Q1: 13,162 shares 13,162 $595K <0.01% +1,518 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 10,366 shares; 2025Q1: 11,364 shares; 2025Q2: 11,737 shares; 2025Q3: 13,903 shares; 2025Q4: 11,857 shares; 2026Q1: 11,534 shares 11,534 $593K <0.01% -323 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11,184 shares; 2025Q1: 11,143 shares; 2025Q2: 11,256 shares; 2025Q3: 11,403 shares; 2025Q4: 11,156 shares; 2026Q1: 10,941 shares 10,941 $589K <0.01% -215 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,122 shares; 2025Q1: 2,951 shares; 2025Q2: 3,109 shares; 2025Q3: 3,174 shares; 2025Q4: 3,188 shares; 2026Q1: 3,367 shares 3,367 $588K <0.01% +179 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,621 shares; 2025Q1: 2,396 shares; 2025Q2: 2,152 shares; 2025Q3: 2,293 shares; 2025Q4: 2,327 shares; 2026Q1: 2,153 shares 2,153 $586K <0.01% -174 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,938 shares; 2025Q2: 5,853 shares; 2025Q3: 4,952 shares; 2025Q4: 7,595 shares; 2026Q1: 9,839 shares 9,839 $586K <0.01% +2,244 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares; 2025Q4: 6,668 shares; 2026Q1: 5,816 shares 5,816 $586K <0.01% -852 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares; 2026Q1: 6,563 shares 6,563 $581K <0.01% +4,093 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 3,390 shares; 2025Q4: 5,049 shares; 2026Q1: 5,356 shares 5,356 $580K <0.01% +307 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 3,934 shares; 2025Q2: 4,566 shares; 2025Q3: 3,813 shares; 2025Q4: 3,742 shares; 2026Q1: 4,548 shares 4,548 $576K <0.01% +806 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,223 shares; 2025Q1: 4,341 shares; 2025Q2: 4,417 shares; 2025Q3: 4,765 shares; 2025Q4: 4,194 shares; 2026Q1: 4,199 shares 4,199 $571K <0.01% +5 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,862 shares; 2025Q1: 3,256 shares; 2025Q2: 3,976 shares; 2025Q3: 3,710 shares; 2025Q4: 3,972 shares; 2026Q1: 4,352 shares 4,352 $570K <0.01% +380 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,007 shares; 2025Q1: 6,168 shares; 2025Q2: 6,568 shares; 2025Q3: 6,570 shares; 2025Q4: 6,578 shares; 2026Q1: 6,898 shares 6,898 $569K <0.01% +320 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 295 shares; 2025Q1: 264 shares; 2025Q2: 246 shares; 2025Q3: 299 shares; 2025Q4: 338 shares; 2026Q1: 328 shares 328 $567K <0.01% -10 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,706 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares 4,676 $566K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,770 shares; 2025Q1: 1,579 shares; 2025Q2: 1,981 shares; 2025Q3: 1,885 shares; 2025Q4: 2,086 shares; 2026Q1: 1,934 shares 1,934 $564K <0.01% -152 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,779 shares; 2024Q4: 19,802 shares; 2025Q1: 20,452 shares; 2025Q2: 20,932 shares; 2025Q3: 20,354 shares; 2025Q4: 9,640 shares; 2026Q1: 10,710 shares 10,710 $564K <0.01% +1,070 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,501 shares; 2025Q1: 5,165 shares; 2025Q2: 5,194 shares; 2025Q3: 5,206 shares; 2025Q4: 5,267 shares; 2026Q1: 3,907 shares 3,907 $561K <0.01% -1,360 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,453 shares; 2025Q1: 1,504 shares; 2025Q2: 1,554 shares; 2025Q3: 1,637 shares; 2025Q4: 1,612 shares; 2026Q1: 1,585 shares 1,585 $561K <0.01% -27 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,095 shares; 2025Q1: 4,148 shares; 2025Q2: 4,461 shares; 2025Q3: 6,684 shares; 2025Q4: 5,109 shares; 2026Q1: 5,094 shares 5,094 $559K <0.01% -15 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 4,096 shares; 2025Q2: 5,823 shares; 2025Q3: 4,935 shares; 2025Q4: 5,436 shares; 2026Q1: 4,992 shares 4,992 $553K <0.01% -444 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,922 shares; 2024Q4: 72,922 shares; 2025Q1: 71,242 shares; 2025Q2: 50,130 shares; 2025Q3: 32,035 shares; 2025Q4: 31,115 shares; 2026Q1: 29,291 shares 29,291 $550K <0.01% -1,824 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,325 shares; 2026Q1: 9,476 shares 9,476 $548K <0.01% +6,151 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,024 shares; 2025Q3: 3,024 shares; 2025Q4: 5,706 shares; 2026Q1: 5,706 shares 5,706 $548K <0.01% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly 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: 16,250 shares; 2025Q4: 15,927 shares; 2026Q1: 11,787 shares 11,787 $544K <0.01% -4,140 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 6,151 shares; 2025Q1: 6,151 shares; 2025Q2: 6,173 shares; 2025Q3: 6,478 shares; 2025Q4: 6,803 shares; 2026Q1: 6,444 shares 6,444 $544K <0.01% -359 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: 361 shares; 2024Q4: 476 shares; 2025Q1: 480 shares; 2025Q2: 564 shares; 2025Q3: 603 shares; 2025Q4: 614 shares; 2026Q1: 601 shares 601 $538K <0.01% -13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,454 shares; 2025Q1: 2,130 shares; 2025Q2: not reported; 2025Q3: 2,321 shares; 2025Q4: 2,235 shares; 2026Q1: 5,498 shares 5,498 $537K <0.01% +3,263 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,934 shares; 2024Q4: 11,422 shares; 2025Q1: 10,148 shares; 2025Q2: 12,765 shares; 2025Q3: 11,920 shares; 2025Q4: 11,009 shares; 2026Q1: 11,650 shares 11,650 $536K <0.01% +641 Timeline ERTH 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: 16,242 shares; 2024Q4: 13,860 shares; 2025Q1: 13,262 shares; 2025Q2: 11,374 shares; 2025Q3: 11,227 shares; 2025Q4: 10,977 shares; 2026Q1: 11,230 shares 11,230 $532K <0.01% +253 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 10,061 shares; 2025Q1: 16,330 shares; 2025Q2: 15,702 shares; 2025Q3: 15,823 shares; 2025Q4: 15,823 shares; 2026Q1: 15,438 shares 15,438 $532K <0.01% -385 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: 8,769 shares; 2025Q4: 10,552 shares; 2026Q1: 11,319 shares 11,319 $529K <0.01% +767 Timeline PRAY FIS TR More: the full row for FIS 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: 16,300 shares 16,300 $525K <0.01% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,813 shares; 2025Q1: 7,813 shares; 2025Q2: 9,708 shares; 2025Q3: 7,813 shares; 2025Q4: 7,813 shares; 2026Q1: 7,813 shares 7,813 $524K <0.01% 0 Timeline