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: 62,976 shares; 2024Q4: 63,052 shares; 2025Q1: 63,075 shares; 2025Q2: 60,203 shares; 2025Q3: 60,761 shares; 2025Q4: 59,940 shares; 2026Q1: 60,745 shares 60,745 $39.7M 13.47% +805 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: 456,943 shares; 2024Q4: 1,367,701 shares; 2025Q1: 1,377,799 shares; 2025Q2: 1,327,241 shares; 2025Q3: 1,378,546 shares; 2025Q4: 1,423,565 shares; 2026Q1: 1,465,453 shares 1,465,453 $37.6M 12.76% +41,888 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: 188,450 shares; 2024Q4: 189,160 shares; 2025Q1: 191,389 shares; 2025Q2: 192,053 shares; 2025Q3: 192,553 shares; 2025Q4: 195,177 shares; 2026Q1: 203,991 shares 203,991 $18.5M 6.27% +8,814 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: 115,901 shares; 2024Q4: 119,227 shares; 2025Q1: 120,937 shares; 2025Q2: 116,714 shares; 2025Q3: 121,618 shares; 2025Q4: 122,363 shares; 2026Q1: 124,933 shares 124,933 $15.5M 5.27% +2,570 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: 70,785 shares; 2024Q4: 75,658 shares; 2025Q1: 79,606 shares; 2025Q2: 80,268 shares; 2025Q3: 88,574 shares; 2025Q4: 97,657 shares; 2026Q1: 147,436 shares 147,436 $11.6M 3.92% +49,779 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,854 shares; 2024Q4: 96,653 shares; 2025Q1: 100,673 shares; 2025Q2: 106,371 shares; 2025Q3: 114,328 shares; 2025Q4: 117,567 shares; 2026Q1: 127,556 shares 127,556 $10.5M 3.58% +9,989 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: 143,805 shares; 2024Q4: 293,265 shares; 2025Q1: 294,525 shares; 2025Q2: 291,408 shares; 2025Q3: 300,197 shares; 2025Q4: 308,991 shares; 2026Q1: 315,615 shares 315,615 $9.18M 3.12% +6,624 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,754 shares; 2024Q4: 168,910 shares; 2025Q1: 170,914 shares; 2025Q2: 167,204 shares; 2025Q3: 176,492 shares; 2025Q4: 181,446 shares; 2026Q1: 188,922 shares 188,922 $9.16M 3.11% +7,476 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,619 shares; 2024Q4: 66,215 shares; 2025Q1: 68,310 shares; 2025Q2: 72,264 shares; 2025Q3: 75,666 shares; 2025Q4: 77,011 shares; 2026Q1: 78,676 shares 78,676 $8.69M 2.95% +1,665 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: 208,879 shares; 2024Q4: 208,720 shares; 2025Q1: 206,789 shares; 2025Q2: 204,135 shares; 2025Q3: 204,035 shares; 2025Q4: 203,989 shares; 2026Q1: 199,496 shares 199,496 $7.75M 2.63% -4,493 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: 10,045 shares; 2024Q4: 9,975 shares; 2025Q1: 9,711 shares; 2025Q2: 8,648 shares; 2025Q3: 9,353 shares; 2025Q4: 9,351 shares; 2026Q1: 9,262 shares 9,262 $6.02M 2.04% -89 Timeline DFIS 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: 89,003 shares; 2024Q4: 101,318 shares; 2025Q1: 113,433 shares; 2025Q2: 124,656 shares; 2025Q3: 132,153 shares; 2025Q4: 141,113 shares; 2026Q1: 151,009 shares 151,009 $5.08M 1.73% +9,896 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: 42,828 shares; 2024Q4: 42,538 shares; 2025Q1: 42,444 shares; 2025Q2: 42,444 shares; 2025Q3: 42,400 shares; 2025Q4: 41,201 shares; 2026Q1: 41,201 shares 41,201 $4.66M 1.58% 0 Timeline DFLV 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: 49,579 shares; 2024Q4: 52,901 shares; 2025Q1: 59,079 shares; 2025Q2: 66,652 shares; 2025Q3: 80,297 shares; 2025Q4: 86,634 shares; 2026Q1: 119,468 shares 119,468 $4.27M 1.45% +32,834 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: 17,474 shares; 2024Q4: 17,353 shares; 2025Q1: 17,157 shares; 2025Q2: 19,863 shares; 2025Q3: 19,753 shares; 2025Q4: 19,633 shares; 2026Q1: 19,690 shares 19,690 $4.16M 1.41% +57 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: 29,512 shares; 2024Q4: 31,046 shares; 2025Q1: 35,249 shares; 2025Q2: 43,278 shares; 2025Q3: 47,815 shares; 2025Q4: 53,209 shares; 2026Q1: 57,316 shares 57,316 $3.58M 1.22% +4,107 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,184 shares; 2024Q4: 68,503 shares; 2025Q1: 72,481 shares; 2025Q2: 79,551 shares; 2025Q3: 80,748 shares; 2025Q4: 83,056 shares; 2026Q1: 83,356 shares 83,356 $3.29M 1.12% +300 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: 21,152 shares; 2024Q4: 21,665 shares; 2025Q1: 24,776 shares; 2025Q2: 34,124 shares; 2025Q3: 38,087 shares; 2025Q4: 40,446 shares; 2026Q1: 42,876 shares 42,876 $3.05M 1.04% +2,430 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: 10,029 shares; 2024Q4: 10,031 shares; 2025Q1: 9,981 shares; 2025Q2: 9,884 shares; 2025Q3: 9,808 shares; 2025Q4: 9,769 shares; 2026Q1: 10,192 shares 10,192 $3M 1.02% +423 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: 8,445 shares; 2024Q4: 7,012 shares; 2025Q1: 7,960 shares; 2025Q2: 7,760 shares; 2025Q3: 7,759 shares; 2025Q4: 7,588 shares; 2026Q1: 7,588 shares 7,588 $2.82M 0.96% 0 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: 21,080 shares; 2024Q4: 23,843 shares; 2025Q1: 27,477 shares; 2025Q2: 26,533 shares; 2025Q3: 30,184 shares; 2025Q4: 30,213 shares; 2026Q1: 28,505 shares 28,505 $2.77M 0.94% -1,708 Timeline AVUS 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: 24,330 shares; 2024Q4: 24,886 shares; 2025Q1: 25,092 shares; 2025Q2: 25,371 shares; 2025Q3: 25,004 shares; 2025Q4: 22,117 shares; 2026Q1: 22,875 shares 22,875 $2.54M 0.86% +758 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: 6,963 shares; 2024Q4: 15,499 shares; 2025Q1: 31,515 shares; 2025Q2: 44,810 shares; 2025Q3: 51,097 shares; 2025Q4: 57,378 shares; 2026Q1: 73,560 shares 73,560 $2.49M 0.85% +16,182 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 3,048 shares; 2025Q3: 3,299 shares; 2025Q4: 3,607 shares; 2026Q1: 3,873 shares 3,873 $2.31M 0.79% +266 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: 2,774 shares; 2024Q4: 7,832 shares; 2025Q1: 17,059 shares; 2025Q2: 24,853 shares; 2025Q3: 30,247 shares; 2025Q4: 34,029 shares; 2026Q1: 43,670 shares 43,670 $2.3M 0.78% +9,641 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,610 shares; 2024Q4: 22,824 shares; 2025Q1: 23,169 shares; 2025Q2: 23,187 shares; 2025Q3: 23,135 shares; 2025Q4: 24,078 shares; 2026Q1: 27,343 shares 27,343 $2.26M 0.77% +3,265 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: 7,626 shares; 2024Q4: 7,788 shares; 2025Q1: 7,746 shares; 2025Q2: 7,733 shares; 2025Q3: 7,805 shares; 2025Q4: 7,873 shares; 2026Q1: 8,641 shares 8,641 $2.19M 0.74% +768 Timeline DFGR 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: 41,360 shares; 2024Q4: 48,094 shares; 2025Q1: 49,863 shares; 2025Q2: 55,836 shares; 2025Q3: 60,583 shares; 2025Q4: 67,111 shares; 2026Q1: 80,838 shares 80,838 $2.15M 0.73% +13,727 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,739 shares; 2024Q4: 41,657 shares; 2025Q1: 39,653 shares; 2025Q2: 38,699 shares; 2025Q3: 38,497 shares; 2025Q4: 39,704 shares; 2026Q1: 44,293 shares 44,293 $1.87M 0.63% +4,589 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: 19,578 shares; 2024Q4: 19,722 shares; 2025Q1: 21,217 shares; 2025Q2: 21,884 shares; 2025Q3: 22,926 shares; 2025Q4: 23,049 shares; 2026Q1: 24,828 shares 24,828 $1.73M 0.59% +1,779 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,943 shares; 2024Q4: 21,444 shares; 2025Q1: 20,870 shares; 2025Q2: 20,893 shares; 2025Q3: 20,828 shares; 2025Q4: 18,646 shares; 2026Q1: 19,008 shares 19,008 $1.61M 0.55% +362 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: 31,147 shares; 2024Q4: 29,652 shares; 2025Q1: 27,726 shares; 2025Q2: 23,940 shares; 2025Q3: 23,388 shares; 2025Q4: 21,964 shares; 2026Q1: 19,696 shares 19,696 $1.54M 0.52% -2,268 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: 6,456 shares; 2024Q4: 7,366 shares; 2025Q1: 9,375 shares; 2025Q2: 9,773 shares; 2025Q3: 9,838 shares; 2025Q4: 10,191 shares; 2026Q1: 9,907 shares 9,907 $1.54M 0.52% -284 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: 1,879 shares; 2024Q4: 1,873 shares; 2025Q1: 1,773 shares; 2025Q2: 4,403 shares; 2025Q3: 4,399 shares; 2025Q4: 4,323 shares; 2026Q1: 4,281 shares 4,281 $1.53M 0.52% -42 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: 1,664 shares; 2024Q4: 1,638 shares; 2025Q1: 2,195 shares; 2025Q2: 2,238 shares; 2025Q3: 2,154 shares; 2025Q4: 2,141 shares; 2026Q1: 1,635 shares 1,635 $1.5M 0.51% -506 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: 4,157 shares; 2024Q4: 4,154 shares; 2025Q1: 4,125 shares; 2025Q2: 5,943 shares; 2025Q3: 5,800 shares; 2025Q4: 5,761 shares; 2026Q1: 5,800 shares 5,800 $1.44M 0.49% +39 Timeline DFSD 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: 28,659 shares; 2024Q4: 29,555 shares; 2025Q1: 30,430 shares; 2025Q2: 29,800 shares; 2025Q3: 30,579 shares; 2025Q4: 28,908 shares; 2026Q1: 29,773 shares 29,773 $1.43M 0.48% +865 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: 68,039 shares; 2024Q4: 42,933 shares; 2025Q1: 41,809 shares; 2025Q2: 41,634 shares; 2025Q3: 41,634 shares; 2025Q4: 41,634 shares; 2026Q1: 41,589 shares 41,589 $1.41M 0.48% -45 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: 7,517 shares; 2024Q4: 7,519 shares; 2025Q1: 7,492 shares; 2025Q2: 7,504 shares; 2025Q3: 7,473 shares; 2025Q4: 7,445 shares; 2026Q1: 7,300 shares 7,300 $1.38M 0.47% -145 Timeline DFSU 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: 445 shares; 2024Q4: 10,636 shares; 2025Q1: 11,257 shares; 2025Q2: 11,627 shares; 2025Q3: 11,631 shares; 2025Q4: 11,635 shares; 2026Q1: 33,517 shares 33,517 $1.38M 0.47% +21,882 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,628 shares; 2024Q4: 50,156 shares; 2025Q1: 51,154 shares; 2025Q2: 50,484 shares; 2025Q3: 51,029 shares; 2025Q4: 50,596 shares; 2026Q1: 51,776 shares 51,776 $1.3M 0.44% +1,180 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: 26,433 shares; 2024Q4: 25,663 shares; 2025Q1: 24,974 shares; 2025Q2: 22,139 shares; 2025Q3: 23,641 shares; 2025Q4: 23,027 shares; 2026Q1: 21,665 shares 21,665 $1.23M 0.42% -1,362 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,286 shares; 2024Q4: 9,593 shares; 2025Q1: 10,433 shares; 2025Q2: 11,341 shares; 2025Q3: 11,354 shares; 2025Q4: 11,872 shares; 2026Q1: 12,819 shares 12,819 $1.21M 0.41% +947 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: 12,776 shares; 2024Q4: 13,731 shares; 2025Q1: 13,399 shares; 2025Q2: 13,344 shares; 2025Q3: 26,795 shares; 2025Q4: 26,951 shares; 2026Q1: 26,747 shares 26,747 $1.21M 0.41% -204 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: 8,571 shares; 2024Q4: 8,766 shares; 2025Q1: 8,737 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares; 2025Q4: 6,497 shares; 2026Q1: 7,023 shares 7,023 $1.19M 0.4% +526 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: 3,039 shares; 2024Q4: 3,152 shares; 2025Q1: 3,188 shares; 2025Q2: 3,135 shares; 2025Q3: 3,134 shares; 2025Q4: 3,143 shares; 2026Q1: 3,139 shares 3,139 $1.16M 0.39% -4 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: 42,816 shares; 2024Q4: 40,713 shares; 2025Q1: 39,936 shares; 2025Q2: 38,413 shares; 2025Q3: 37,458 shares; 2025Q4: 37,154 shares; 2026Q1: 33,476 shares 33,476 $1.16M 0.39% -3,678 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,988 shares; 2024Q4: 20,976 shares; 2025Q1: 20,472 shares; 2025Q2: 20,711 shares; 2025Q3: 21,681 shares; 2025Q4: 22,514 shares; 2026Q1: 23,081 shares 23,081 $1.07M 0.36% +567 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: 12,351 shares; 2024Q4: 11,765 shares; 2025Q1: 10,759 shares; 2025Q2: 9,474 shares; 2025Q3: 9,035 shares; 2025Q4: 8,855 shares; 2026Q1: 8,233 shares 8,233 $975K 0.33% -622 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: 6,314 shares; 2024Q4: 7,334 shares; 2025Q1: 8,399 shares; 2025Q2: 8,585 shares; 2025Q3: 8,691 shares; 2025Q4: 8,800 shares; 2026Q1: 8,447 shares 8,447 $941K 0.32% -353 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: 2,561 shares; 2024Q4: 2,794 shares; 2025Q1: 2,804 shares; 2025Q2: 2,604 shares; 2025Q3: 2,626 shares; 2025Q4: 2,617 shares; 2026Q1: 2,864 shares 2,864 $824K 0.28% +247 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: 12,095 shares; 2024Q4: 11,892 shares; 2025Q1: 11,585 shares; 2025Q2: 10,837 shares; 2025Q3: 11,186 shares; 2025Q4: 11,188 shares; 2026Q1: 11,119 shares 11,119 $751K 0.25% -69 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: 5,015 shares; 2024Q4: 5,144 shares; 2025Q1: 4,896 shares; 2025Q2: 5,555 shares; 2025Q3: 5,446 shares; 2025Q4: 5,381 shares; 2026Q1: 5,677 shares 5,677 $750K 0.25% +296 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: 3,423 shares; 2024Q4: 4,019 shares; 2025Q1: 4,114 shares; 2025Q2: 4,120 shares; 2025Q3: 4,371 shares; 2025Q4: 4,361 shares; 2026Q1: 5,874 shares 5,874 $730K 0.25% +1,513 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: 6,006 shares; 2024Q4: 6,006 shares; 2025Q1: 6,006 shares; 2025Q2: 6,006 shares; 2025Q3: 6,006 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares 6,006 $726K 0.25% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 9,833 shares; 2025Q1: 9,176 shares; 2025Q2: 9,011 shares; 2025Q3: 8,940 shares; 2025Q4: 8,669 shares; 2026Q1: 8,792 shares 8,792 $708K 0.24% +123 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: 2,885 shares; 2024Q4: 2,890 shares; 2025Q1: 2,885 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,886 shares 2,886 $699K 0.24% +4 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: 5,474 shares; 2024Q4: 5,634 shares; 2025Q1: 5,820 shares; 2025Q2: 5,394 shares; 2025Q3: 5,374 shares; 2025Q4: 5,410 shares; 2026Q1: 5,486 shares 5,486 $686K 0.23% +76 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: 4,857 shares; 2024Q4: 4,741 shares; 2025Q1: 4,396 shares; 2025Q2: 3,458 shares; 2025Q3: 3,567 shares; 2025Q4: 3,540 shares; 2026Q1: 3,178 shares 3,178 $679K 0.23% -362 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $668K 0.23% 0 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: 8,040 shares; 2024Q4: 9,256 shares; 2025Q1: 15,636 shares; 2025Q2: 17,079 shares; 2025Q3: 17,038 shares; 2025Q4: 17,064 shares; 2026Q1: 16,801 shares 16,801 $655K 0.22% -263 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: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 1,957 shares 1,957 $614K 0.21% 0 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: 1,066 shares; 2024Q4: 1,088 shares; 2025Q1: 1,085 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,080 shares; 2026Q1: 1,057 shares 1,057 $605K 0.21% -23 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,556 shares; 2025Q2: 5,839 shares; 2025Q3: 7,668 shares; 2025Q4: 8,370 shares; 2026Q1: 11,581 shares 11,581 $604K 0.21% +3,211 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: 2,693 shares; 2024Q4: 3,780 shares; 2025Q1: 3,740 shares; 2025Q2: 3,690 shares; 2025Q3: 3,653 shares; 2025Q4: 3,626 shares; 2026Q1: 3,363 shares 3,363 $587K 0.2% -263 Timeline DFSI 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: 385 shares; 2024Q4: 5,213 shares; 2025Q1: 5,526 shares; 2025Q2: 5,526 shares; 2025Q3: 5,133 shares; 2025Q4: 5,133 shares; 2026Q1: 13,573 shares 13,573 $575K 0.2% +8,440 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: 3,261 shares; 2024Q4: 3,147 shares; 2025Q1: 3,153 shares; 2025Q2: 2,385 shares; 2025Q3: 2,485 shares; 2025Q4: 2,418 shares; 2026Q1: 2,338 shares 2,338 $572K 0.19% -80 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: 2,557 shares; 2024Q4: 2,736 shares; 2025Q1: 2,657 shares; 2025Q2: 2,645 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares; 2026Q1: 2,623 shares 2,623 $571K 0.19% -5 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: 10,464 shares; 2024Q4: 10,866 shares; 2025Q1: 10,682 shares; 2025Q2: 12,220 shares; 2025Q3: 11,974 shares; 2025Q4: 11,866 shares; 2026Q1: 11,615 shares 11,615 $546K 0.19% -251 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: 1,258 shares; 2024Q4: 1,129 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,135 shares 1,135 $544K 0.18% -106 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: not reported; 2024Q4: not reported; 2025Q1: 26,419 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares; 2025Q4: 6,609 shares; 2026Q1: 6,616 shares 6,616 $510K 0.17% +7 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: 6,620 shares; 2024Q4: 19,830 shares; 2025Q1: 19,830 shares; 2025Q2: 19,830 shares; 2025Q3: 19,830 shares; 2025Q4: 19,691 shares; 2026Q1: 19,691 shares 19,691 $494K 0.17% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares 1,734 $492K 0.17% 0 Timeline GEM 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: 3,784 shares; 2024Q4: 11,449 shares; 2025Q1: 11,551 shares; 2025Q2: 11,485 shares; 2025Q3: 11,103 shares; 2025Q4: 11,296 shares; 2026Q1: 11,387 shares 11,387 $492K 0.17% +91 Timeline AVSF 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: 8,423 shares; 2024Q4: 9,262 shares; 2025Q1: 9,296 shares; 2025Q2: 8,972 shares; 2025Q3: 9,817 shares; 2025Q4: 9,673 shares; 2026Q1: 10,492 shares 10,492 $491K 0.17% +819 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,822 shares; 2025Q1: 4,857 shares; 2025Q2: 2,719 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 3,130 shares 3,130 $486K 0.17% +421 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: 907 shares; 2024Q4: 924 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 925 shares; 2026Q1: 899 shares 899 $484K 0.16% -26 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: 458 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 507 shares; 2025Q4: 501 shares; 2026Q1: 483 shares 483 $481K 0.16% -18 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: 6,306 shares; 2024Q4: 6,306 shares; 2025Q1: 6,145 shares; 2025Q2: 6,145 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 5,780 shares 5,780 $460K 0.16% 0 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: 11,344 shares; 2024Q4: 11,247 shares; 2025Q1: 11,124 shares; 2025Q2: 10,636 shares; 2025Q3: 10,461 shares; 2025Q4: 10,361 shares; 2026Q1: 9,684 shares 9,684 $453K 0.15% -677 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: 1,566 shares; 2024Q4: 1,748 shares; 2025Q1: 1,741 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 1,302 shares 1,302 $428K 0.15% +380 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: 1,222 shares; 2024Q4: 1,305 shares; 2025Q1: 1,419 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,427 shares; 2026Q1: 1,363 shares 1,363 $422K 0.14% -64 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: 1,540 shares; 2024Q4: 1,582 shares; 2025Q1: 1,572 shares; 2025Q2: 1,553 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,240 shares 1,240 $419K 0.14% -78 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: 518 shares; 2024Q4: 536 shares; 2025Q1: 545 shares; 2025Q2: 542 shares; 2025Q3: 531 shares; 2025Q4: 527 shares; 2026Q1: 492 shares 492 $416K 0.14% -35 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: 481 shares; 2024Q4: 489 shares; 2025Q1: 494 shares; 2025Q2: 493 shares; 2025Q3: 478 shares; 2025Q4: 4,769 shares; 2026Q1: 4,316 shares 4,316 $415K 0.14% -453 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: 3,067 shares; 2024Q4: 2,740 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,766 shares 2,766 $410K 0.14% -51 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: 5,122 shares; 2024Q4: 5,360 shares; 2025Q1: 6,168 shares; 2025Q2: 7,489 shares; 2025Q3: 7,722 shares; 2025Q4: 8,007 shares; 2026Q1: 8,581 shares 8,581 $408K 0.14% +574 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: 5,194 shares; 2024Q4: 15,552 shares; 2025Q1: 14,823 shares; 2025Q2: 14,690 shares; 2025Q3: 14,435 shares; 2025Q4: 14,246 shares; 2026Q1: 14,216 shares 14,216 $396K 0.13% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $393K 0.13% 0 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: 1,680 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 2,014 shares 2,014 $389K 0.13% +40 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: 2,789 shares; 2024Q4: 2,790 shares; 2025Q1: 2,734 shares; 2025Q2: 2,713 shares; 2025Q3: 2,705 shares; 2025Q4: 2,699 shares; 2026Q1: 2,682 shares 2,682 $387K 0.13% -17 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 693 shares; 2026Q1: 684 shares 684 $385K 0.13% -9 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: 6,752 shares; 2024Q4: 8,584 shares; 2025Q1: 8,393 shares; 2025Q2: 5,123 shares; 2025Q3: 4,783 shares; 2025Q4: 5,129 shares; 2026Q1: 5,018 shares 5,018 $382K 0.13% -111 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: 4,393 shares; 2024Q4: 4,385 shares; 2025Q1: 4,214 shares; 2025Q2: 3,049 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares 3,046 $366K 0.12% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 262 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $364K 0.12% 0 Timeline FNDC 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: 9,001 shares; 2024Q4: 9,010 shares; 2025Q1: 8,402 shares; 2025Q2: 7,857 shares; 2025Q3: 7,570 shares; 2025Q4: 7,633 shares; 2026Q1: 7,627 shares 7,627 $354K 0.12% -6 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: 822 shares; 2024Q4: 5,065 shares; 2025Q1: 28,362 shares; 2025Q2: 5,233 shares; 2025Q3: 5,248 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $346K 0.12% 0 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: 1,111 shares; 2024Q4: 1,613 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares 1,619 $337K 0.11% 0 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: 3,515 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 10,545 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares; 2026Q1: 10,545 shares 10,545 $324K 0.11% 0 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: 5,162 shares; 2024Q4: 3,750 shares; 2025Q1: 3,594 shares; 2025Q2: 2,541 shares; 2025Q3: 3,448 shares; 2025Q4: 3,459 shares; 2026Q1: 3,466 shares 3,466 $307K 0.1% +7 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: 2,665 shares; 2024Q4: 2,750 shares; 2025Q1: 2,914 shares; 2025Q2: 3,475 shares; 2025Q3: 3,372 shares; 2025Q4: 3,178 shares; 2026Q1: 3,149 shares 3,149 $301K 0.1% -29 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: not reported; 2024Q4: not reported; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,918 shares 1,918 $298K 0.1% new 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: 7,688 shares; 2024Q4: 7,688 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares; 2025Q4: 7,060 shares; 2026Q1: 6,485 shares 6,485 $298K 0.1% -575 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,896 shares; 2025Q1: 2,657 shares; 2025Q2: 2,653 shares; 2025Q3: 2,730 shares; 2025Q4: 2,829 shares; 2026Q1: 2,798 shares 2,798 $298K 0.1% -31 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: 3,306 shares; 2024Q4: 3,646 shares; 2025Q1: 3,304 shares; 2025Q2: 3,485 shares; 2025Q3: 3,496 shares; 2025Q4: 3,443 shares; 2026Q1: 3,047 shares 3,047 $294K 0.1% -396 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: 6,147 shares; 2024Q4: 5,702 shares; 2025Q1: 5,918 shares; 2025Q2: 5,651 shares; 2025Q3: 5,610 shares; 2025Q4: 5,461 shares; 2026Q1: 4,947 shares 4,947 $285K 0.1% -514 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,395 shares; 2025Q1: 7,025 shares; 2025Q2: 6,371 shares; 2025Q3: 6,134 shares; 2025Q4: 6,088 shares; 2026Q1: 5,787 shares 5,787 $283K 0.1% -301 Timeline GSIE 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: 4,444 shares; 2024Q4: 7,047 shares; 2025Q1: 6,871 shares; 2025Q2: 6,827 shares; 2025Q3: 6,787 shares; 2025Q4: 6,787 shares; 2026Q1: 6,470 shares 6,470 $279K 0.09% -317 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: 3,320 shares; 2024Q4: 9,807 shares; 2025Q1: 9,621 shares; 2025Q2: 9,391 shares; 2025Q3: 9,409 shares; 2025Q4: 9,363 shares; 2026Q1: 9,070 shares 9,070 $277K 0.09% -293 Timeline GSSC 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: 3,893 shares; 2024Q4: 4,653 shares; 2025Q1: 4,663 shares; 2025Q2: 3,545 shares; 2025Q3: 3,560 shares; 2025Q4: 3,664 shares; 2026Q1: 3,664 shares 3,664 $273K 0.09% 0 Timeline AVIG 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: 4,441 shares; 2024Q4: 5,084 shares; 2025Q1: 5,254 shares; 2025Q2: 5,259 shares; 2025Q3: 5,826 shares; 2025Q4: 5,875 shares; 2026Q1: 6,565 shares 6,565 $273K 0.09% +690 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,414 shares; 2025Q4: 1,412 shares; 2026Q1: 1,384 shares 1,384 $270K 0.09% -28 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,291 shares; 2025Q3: 4,559 shares; 2025Q4: 4,563 shares; 2026Q1: 4,378 shares 4,378 $269K 0.09% -185 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares 781 $267K 0.09% new 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: 12,165 shares; 2024Q4: 8,560 shares; 2025Q1: 8,506 shares; 2025Q2: 8,430 shares; 2025Q3: 8,368 shares; 2025Q4: 8,288 shares; 2026Q1: 8,082 shares 8,082 $266K 0.09% -206 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: 5,301 shares; 2024Q4: 10,602 shares; 2025Q1: 10,602 shares; 2025Q2: 10,602 shares; 2025Q3: 10,602 shares; 2025Q4: 10,602 shares; 2026Q1: 10,602 shares 10,602 $262K 0.09% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,092 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares 5,116 $259K 0.09% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589 $257K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 5,085 shares; 2025Q4: 5,185 shares; 2026Q1: 3,789 shares 3,789 $250K 0.08% -1,396 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,998 shares; 2025Q3: 2,249 shares; 2025Q4: 2,700 shares; 2026Q1: 4,746 shares 4,746 $239K 0.08% +2,046 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: 2,661 shares; 2024Q4: 2,667 shares; 2025Q1: 2,628 shares; 2025Q2: 2,404 shares; 2025Q3: 2,411 shares; 2025Q4: 2,407 shares; 2026Q1: 2,404 shares 2,404 $239K 0.08% -3 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares; 2026Q1: 2,307 shares 2,307 $237K 0.08% +20 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 505 shares; 2025Q1: 514 shares; 2025Q2: 504 shares; 2025Q3: 511 shares; 2025Q4: 507 shares; 2026Q1: 530 shares 530 $237K 0.08% +23 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: 2,387 shares; 2024Q4: 8,076 shares; 2025Q1: 8,076 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares; 2025Q4: 8,076 shares; 2026Q1: 8,076 shares 8,076 $235K 0.08% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,282 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,438 shares; 2025Q4: 2,402 shares; 2026Q1: 2,385 shares 2,385 $235K 0.08% -17 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: not reported; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,411 shares 1,411 $233K 0.08% -125 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: 4,898 shares; 2024Q4: not reported; 2025Q1: 4,739 shares; 2025Q2: 4,719 shares; 2025Q3: 4,839 shares; 2025Q4: not reported; 2026Q1: 4,541 shares 4,541 $228K 0.08% new 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: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,271 shares; 2025Q2: 1,247 shares; 2025Q3: 1,263 shares; 2025Q4: 1,244 shares; 2026Q1: 1,165 shares 1,165 $226K 0.08% -79 Timeline FNDA 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: 3,949 shares; 2024Q4: 7,835 shares; 2025Q1: 7,835 shares; 2025Q2: 6,407 shares; 2025Q3: 7,278 shares; 2025Q4: 7,014 shares; 2026Q1: 6,954 shares 6,954 $226K 0.08% -60 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: 415 shares; 2024Q4: 465 shares; 2025Q1: 474 shares; 2025Q2: 475 shares; 2025Q3: 483 shares; 2025Q4: 476 shares; 2026Q1: 489 shares 489 $225K 0.08% +13 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: 2,824 shares; 2024Q4: 2,875 shares; 2025Q1: 2,866 shares; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 2,137 shares; 2026Q1: 2,305 shares 2,305 $222K 0.08% +168 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,118 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares 4,508 $217K 0.07% 0 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: 3,619 shares; 2024Q4: 3,632 shares; 2025Q1: 3,649 shares; 2025Q2: 696 shares; 2025Q3: 693 shares; 2025Q4: 691 shares; 2026Q1: 690 shares 690 $214K 0.07% -1 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: 480 shares; 2024Q4: 580 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 747 shares 747 $214K 0.07% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,755 shares 2,755 $214K 0.07% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,584 shares; 2025Q4: 3,471 shares; 2026Q1: 3,427 shares 3,427 $212K 0.07% -44 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,214 shares; 2024Q4: 10,214 shares; 2025Q1: 10,214 shares; 2025Q2: 10,214 shares; 2025Q3: 10,214 shares; 2025Q4: 10,214 shares; 2026Q1: 10,214 shares 10,214 $199K 0.07% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,122 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,122 shares; 2025Q4: 10,122 shares; 2026Q1: 10,122 shares 10,122 $199K 0.07% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,708 shares; 2025Q1: 9,708 shares; 2025Q2: 9,708 shares; 2025Q3: 9,708 shares; 2025Q4: 9,708 shares; 2026Q1: 9,708 shares 9,708 $198K 0.07% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 10,605 shares; 2025Q1: 10,605 shares; 2025Q2: 10,605 shares; 2025Q3: 10,605 shares; 2025Q4: 10,605 shares; 2026Q1: 10,605 shares 10,605 $198K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,989 shares 1,989 $193K 0.07% +625 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,914 shares; 2025Q4: 4,914 shares; 2026Q1: 4,914 shares 4,914 $177K 0.06% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,991 shares; 2024Q4: 12,496 shares; 2025Q1: 14,749 shares; 2025Q2: 16,594 shares; 2025Q3: 16,684 shares; 2025Q4: 16,711 shares; 2026Q1: 17,042 shares 17,042 $176K 0.06% +331 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: 722 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 698 shares 698 $137K 0.05% -28 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,731 shares; 2025Q2: 2,486 shares; 2025Q3: 2,380 shares; 2025Q4: 2,859 shares; 2026Q1: 2,683 shares 2,683 $112K 0.04% -176 Timeline FNDE 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: 2,989 shares; 2024Q4: 2,906 shares; 2025Q1: 2,890 shares; 2025Q2: 2,831 shares; 2025Q3: 2,824 shares; 2025Q4: 2,768 shares; 2026Q1: 2,762 shares 2,762 $106K 0.04% -6 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: 2,275 shares; 2024Q4: 2,248 shares; 2025Q1: 2,368 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,208 shares; 2026Q1: 1,976 shares 1,976 $84.1K 0.03% -232 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,208 shares; 2025Q3: 1,269 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $74.3K 0.03% 0 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: 1,551 shares; 2024Q4: 1,519 shares; 2025Q1: 1,228 shares; 2025Q2: 436 shares; 2025Q3: 556 shares; 2025Q4: 660 shares; 2026Q1: 686 shares 686 $72.8K 0.02% +26 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: 281 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $72.7K 0.02% 0 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 156 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $66.4K 0.02% 0 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: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,784 shares; 2025Q4: 1,856 shares; 2026Q1: 1,855 shares 1,855 $65K 0.02% -1 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: 1,780 shares; 2024Q4: 1,642 shares; 2025Q1: 1,646 shares; 2025Q2: 1,426 shares; 2025Q3: 1,419 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $60.5K 0.02% 0 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: 820 shares; 2024Q4: 2,460 shares; 2025Q1: 2,977 shares; 2025Q2: 2,400 shares; 2025Q3: 2,271 shares; 2025Q4: 2,265 shares; 2026Q1: 1,899 shares 1,899 $58.8K 0.02% -366 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 398 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 388 shares 388 $58.7K 0.02% -9 Timeline AVLV 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: 621 shares; 2024Q4: 621 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $56.7K 0.02% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $52K 0.02% 0 Timeline DFAW 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 227 shares; 2025Q2: 406 shares; 2025Q3: 933 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $49.4K 0.02% 0 Timeline AVRE 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 855 shares 855 $37.6K 0.01% -4 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $37.5K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 80 shares 80 $34.1K 0.01% +2 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $34K 0.01% 0 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,559 shares 1,559 $33.5K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $28.1K 0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $27K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,066 shares 1,066 $25.8K 0.01% -7 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: 280 shares; 2024Q4: 286 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 197 shares 197 $21.8K 0.01% -64 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: not reported; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $21.4K 0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539 $20.8K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 236 shares; 2026Q1: 191 shares 191 $18.3K 0.01% -45 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $17.6K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $17K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $16.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 24 shares; 2026Q1: 46 shares 46 $14.9K 0.01% +22 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $12.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 145 shares; 2025Q4: 131 shares; 2026Q1: 138 shares 138 $12.7K <0.01% +7 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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $8.75K <0.01% 0 Timeline BBCA 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $8.56K <0.01% 0 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: 220 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23 $8.53K <0.01% new 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: 341 shares; 2024Q4: 235 shares; 2025Q1: 254 shares; 2025Q2: 270 shares; 2025Q3: 271 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $8.44K <0.01% 0 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $7.1K <0.01% 0 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $6.54K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $5.39K <0.01% 0 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $4.56K <0.01% 0 Timeline BBJP 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $4.48K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $4.03K <0.01% 0 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.82K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $3.72K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.47K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.77K <0.01% 0 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $2.73K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 100 shares; 2025Q4: 70 shares; 2026Q1: 50 shares 50 $2.67K <0.01% -20 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $1.45K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.2K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $986 <0.01% 0 Timeline