OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394,371 shares; 2024Q4: 4,267,174 shares; 2025Q1: 4,163,696 shares; 2025Q2: 3,878,128 shares; 2025Q3: 3,764,126 shares; 2025Q4: 3,671,420 shares; 2026Q1: 3,433,212 shares 3,433,212 $155M 23.01% -238,208 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198,840 shares; 2024Q4: 1,502,290 shares; 2025Q1: 1,387,489 shares; 2025Q2: 1,494,721 shares; 2025Q3: 1,474,168 shares; 2025Q4: 1,657,263 shares; 2026Q1: 1,677,866 shares 1,677,866 $84.5M 12.56% +20,603 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: 2,082,486 shares; 2024Q4: 2,038,129 shares; 2025Q1: 2,116,786 shares; 2025Q2: 2,187,499 shares; 2025Q3: 2,210,604 shares; 2025Q4: 2,284,140 shares; 2026Q1: 2,391,645 shares 2,391,645 $81.2M 12.09% +107,505 Timeline FLXR 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: 1,214,664 shares; 2024Q4: 1,239,732 shares; 2025Q1: 1,303,569 shares; 2025Q2: 1,373,849 shares; 2025Q3: 1,471,823 shares; 2025Q4: 1,636,647 shares; 2026Q1: 1,820,059 shares 1,820,059 $71.5M 10.63% +183,412 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: 1,191,678 shares; 2024Q4: 1,218,070 shares; 2025Q1: 1,253,292 shares; 2025Q2: 1,352,041 shares; 2025Q3: 1,359,617 shares; 2025Q4: 1,418,804 shares; 2026Q1: 1,507,348 shares 1,507,348 $58.6M 8.71% +88,544 Timeline HAP 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: 194,138 shares; 2024Q4: 432,039 shares; 2025Q1: 423,626 shares; 2025Q2: 406,686 shares; 2025Q3: 399,026 shares; 2025Q4: 394,182 shares; 2026Q1: 380,245 shares 380,245 $27.6M 4.1% -13,937 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: 66,499 shares; 2024Q4: 64,498 shares; 2025Q1: 58,797 shares; 2025Q2: 60,797 shares; 2025Q3: 55,004 shares; 2025Q4: 54,853 shares; 2026Q1: 57,848 shares 57,848 $14.7M 2.18% +2,995 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: 41,791 shares; 2024Q4: 41,438 shares; 2025Q1: 41,053 shares; 2025Q2: 41,918 shares; 2025Q3: 40,134 shares; 2025Q4: 38,275 shares; 2026Q1: 38,611 shares 38,611 $14.3M 2.13% +336 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: 200,733 shares; 2024Q4: 207,348 shares; 2025Q1: 188,912 shares; 2025Q2: 171,985 shares; 2025Q3: 168,366 shares; 2025Q4: 162,297 shares; 2026Q1: 151,645 shares 151,645 $13.4M 1.99% -10,652 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,964 shares; 2024Q4: 57,186 shares; 2025Q1: 71,312 shares; 2025Q2: 101,954 shares; 2025Q3: 127,362 shares; 2025Q4: 139,272 shares; 2026Q1: 154,556 shares 154,556 $11.1M 1.66% +15,284 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: 37,117 shares; 2024Q4: 42,818 shares; 2025Q1: 46,884 shares; 2025Q2: 51,610 shares; 2025Q3: 52,161 shares; 2025Q4: 49,434 shares; 2026Q1: 47,316 shares 47,316 $10.1M 1.5% -2,118 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: 4,334 shares; 2024Q4: 4,491 shares; 2025Q1: 4,495 shares; 2025Q2: 5,082 shares; 2025Q3: 9,710 shares; 2025Q4: 9,682 shares; 2026Q1: 10,950 shares 10,950 $7.12M 1.06% +1,268 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: 163,780 shares; 2024Q4: 154,597 shares; 2025Q1: 158,457 shares; 2025Q2: 159,465 shares; 2025Q3: 154,544 shares; 2025Q4: 155,679 shares; 2026Q1: 149,254 shares 149,254 $6.73M 1% -6,425 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: 69,973 shares; 2024Q4: 81,798 shares; 2025Q1: 77,524 shares; 2025Q2: 75,578 shares; 2025Q3: 71,024 shares; 2025Q4: 68,244 shares; 2026Q1: 62,040 shares 62,040 $5.69M 0.85% -6,204 Timeline PID 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: 109,523 shares; 2024Q4: 263,108 shares; 2025Q1: 262,123 shares; 2025Q2: 256,253 shares; 2025Q3: 252,653 shares; 2025Q4: 245,244 shares; 2026Q1: 243,871 shares 243,871 $5.43M 0.81% -1,373 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: 25,350 shares; 2024Q4: 25,351 shares; 2025Q1: 24,321 shares; 2025Q2: 23,574 shares; 2025Q3: 23,575 shares; 2025Q4: 23,202 shares; 2026Q1: 23,056 shares 23,056 $4.96M 0.74% -146 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: 4,429 shares; 2024Q4: 4,435 shares; 2025Q1: 5,223 shares; 2025Q2: 8,019 shares; 2025Q3: 7,013 shares; 2025Q4: 7,017 shares; 2026Q1: 7,363 shares 7,363 $4.25M 0.63% +346 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: 18,714 shares; 2024Q4: 18,474 shares; 2025Q1: 19,136 shares; 2025Q2: 19,619 shares; 2025Q3: 19,335 shares; 2025Q4: 19,509 shares; 2026Q1: 19,365 shares 19,365 $4.03M 0.6% -144 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: 11,665 shares; 2024Q4: 12,120 shares; 2025Q1: 12,265 shares; 2025Q2: 12,368 shares; 2025Q3: 12,708 shares; 2025Q4: 12,146 shares; 2026Q1: 11,874 shares 11,874 $3.41M 0.51% -272 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: 8,113 shares; 2024Q4: 7,515 shares; 2025Q1: 23,095 shares; 2025Q2: 22,422 shares; 2025Q3: 21,958 shares; 2025Q4: 21,983 shares; 2026Q1: 23,093 shares 23,093 $3.34M 0.5% +1,110 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: 11,570 shares; 2024Q4: 11,574 shares; 2025Q1: 11,669 shares; 2025Q2: 12,673 shares; 2025Q3: 11,782 shares; 2025Q4: 11,373 shares; 2026Q1: 10,818 shares 10,818 $3.18M 0.47% -555 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: 22,942 shares; 2024Q4: 20,430 shares; 2025Q1: 21,702 shares; 2025Q2: 21,657 shares; 2025Q3: 18,184 shares; 2025Q4: 16,970 shares; 2026Q1: 17,588 shares 17,588 $3.07M 0.46% +618 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: 23,001 shares; 2024Q4: 23,271 shares; 2025Q1: 23,159 shares; 2025Q2: 23,240 shares; 2025Q3: 23,330 shares; 2025Q4: 26,562 shares; 2026Q1: 31,306 shares 31,306 $2.83M 0.42% +4,744 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: 10,396 shares; 2024Q4: 10,217 shares; 2025Q1: 9,955 shares; 2025Q2: 10,102 shares; 2025Q3: 9,599 shares; 2025Q4: 9,563 shares; 2026Q1: 8,550 shares 8,550 $2.45M 0.36% -1,013 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: 5,909 shares; 2024Q4: 5,880 shares; 2025Q1: 6,478 shares; 2025Q2: 6,381 shares; 2025Q3: 6,155 shares; 2025Q4: 5,983 shares; 2026Q1: 6,483 shares 6,483 $2.28M 0.34% +500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,718 shares; 2025Q1: 2,728 shares; 2025Q2: 2,659 shares; 2025Q3: 2,647 shares; 2025Q4: 2,960 shares; 2026Q1: 3,286 shares 3,286 $2.15M 0.32% +326 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: 9,187 shares; 2024Q4: 9,355 shares; 2025Q1: 9,447 shares; 2025Q2: 9,722 shares; 2025Q3: 9,495 shares; 2025Q4: 9,429 shares; 2026Q1: 9,562 shares 9,562 $2.08M 0.31% +133 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: 3,870 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares 4,736 $2.02M 0.3% 0 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: 30,251 shares; 2024Q4: 28,211 shares; 2025Q1: 27,394 shares; 2025Q2: 26,360 shares; 2025Q3: 26,139 shares; 2025Q4: 25,618 shares; 2026Q1: 25,890 shares 25,890 $2.01M 0.3% +272 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: 4,131 shares; 2024Q4: 4,751 shares; 2025Q1: 5,015 shares; 2025Q2: 4,995 shares; 2025Q3: 5,313 shares; 2025Q4: 5,611 shares; 2026Q1: 6,061 shares 6,061 $1.94M 0.29% +450 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: 3,771 shares; 2024Q4: 3,771 shares; 2025Q1: 3,787 shares; 2025Q2: 4,701 shares; 2025Q3: 3,771 shares; 2025Q4: 3,757 shares; 2026Q1: 3,929 shares 3,929 $1.82M 0.27% +172 Timeline NTSX 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: 32,518 shares; 2024Q4: 32,637 shares; 2025Q1: 32,660 shares; 2025Q2: 32,762 shares; 2025Q3: 32,865 shares; 2025Q4: 32,964 shares; 2026Q1: 33,058 shares 33,058 $1.72M 0.26% +94 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: 10,722 shares; 2024Q4: 10,659 shares; 2025Q1: 9,942 shares; 2025Q2: 10,217 shares; 2025Q3: 8,743 shares; 2025Q4: 9,388 shares; 2026Q1: 10,063 shares 10,063 $1.71M 0.25% +675 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: 5,065 shares; 2024Q4: 5,035 shares; 2025Q1: 5,030 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,730 shares 4,730 $1.69M 0.25% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 4,203 shares; 2025Q1: 4,084 shares; 2025Q2: 4,407 shares; 2025Q3: 2,850 shares; 2025Q4: 2,729 shares; 2026Q1: 2,721 shares 2,721 $1.63M 0.24% -8 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: 2,347 shares; 2024Q4: 2,411 shares; 2025Q1: 2,653 shares; 2025Q2: 2,540 shares; 2025Q3: 2,681 shares; 2025Q4: 3,090 shares; 2026Q1: 2,550 shares 2,550 $1.46M 0.22% -540 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: 7,915 shares; 2024Q4: 7,918 shares; 2025Q1: 8,974 shares; 2025Q2: 9,351 shares; 2025Q3: 9,260 shares; 2025Q4: 9,262 shares; 2026Q1: 9,740 shares 9,740 $1.44M 0.21% +478 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: 4,710 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 12,020 shares; 2025Q4: 12,607 shares; 2026Q1: 12,607 shares 12,607 $1.43M 0.21% 0 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: 4,108 shares; 2024Q4: 4,179 shares; 2025Q1: 4,469 shares; 2025Q2: 4,396 shares; 2025Q3: 4,291 shares; 2025Q4: 4,384 shares; 2026Q1: 4,585 shares 4,585 $1.42M 0.21% +201 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 756 shares; 2025Q2: 870 shares; 2025Q3: 760 shares; 2025Q4: 771 shares; 2026Q1: 1,477 shares 1,477 $1.36M 0.2% +706 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: 5,923 shares; 2024Q4: 5,924 shares; 2025Q1: 5,872 shares; 2025Q2: 5,381 shares; 2025Q3: 5,397 shares; 2025Q4: 4,734 shares; 2026Q1: 5,490 shares 5,490 $1.34M 0.2% +756 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: 6,028 shares; 2024Q4: 5,776 shares; 2025Q1: 5,895 shares; 2025Q2: 6,076 shares; 2025Q3: 5,920 shares; 2025Q4: 5,931 shares; 2026Q1: 5,909 shares 5,909 $1.34M 0.2% -22 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: 3,678 shares; 2024Q4: 5,819 shares; 2025Q1: 5,053 shares; 2025Q2: 4,621 shares; 2025Q3: 2,540 shares; 2025Q4: 2,572 shares; 2026Q1: 3,016 shares 3,016 $1.3M 0.19% +444 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: 9,670 shares; 2024Q4: 9,372 shares; 2025Q1: 8,847 shares; 2025Q2: 8,726 shares; 2025Q3: 8,343 shares; 2025Q4: 8,233 shares; 2026Q1: 8,353 shares 8,353 $1.23M 0.18% +120 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: 37,069 shares; 2024Q4: 37,604 shares; 2025Q1: 37,981 shares; 2025Q2: 38,280 shares; 2025Q3: 38,587 shares; 2025Q4: 36,094 shares; 2026Q1: 36,357 shares 36,357 $1.22M 0.18% +263 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: 3,665 shares; 2024Q4: 3,662 shares; 2025Q1: 3,842 shares; 2025Q2: 4,133 shares; 2025Q3: 3,759 shares; 2025Q4: 3,772 shares; 2026Q1: 3,928 shares 3,928 $1.19M 0.18% +156 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,466 shares; 2025Q1: 3,525 shares; 2025Q2: 3,848 shares; 2025Q3: 3,749 shares; 2025Q4: 3,521 shares; 2026Q1: 3,353 shares 3,353 $1.1M 0.16% -168 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: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares 3,445 $1.03M 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,288 shares; 2025Q1: 1,162 shares; 2025Q2: 1,397 shares; 2025Q3: 1,185 shares; 2025Q4: 1,126 shares; 2026Q1: 964 shares 964 $961K 0.14% -162 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: 45,106 shares; 2024Q4: 45,789 shares; 2025Q1: 46,382 shares; 2025Q2: 50,104 shares; 2025Q3: 47,800 shares; 2025Q4: 48,567 shares; 2026Q1: 49,267 shares 49,267 $951K 0.14% +700 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: 22,470 shares; 2024Q4: 22,686 shares; 2025Q1: 22,896 shares; 2025Q2: 30,575 shares; 2025Q3: 23,351 shares; 2025Q4: 23,732 shares; 2026Q1: 24,194 shares 24,194 $915K 0.14% +462 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: 3,851 shares; 2024Q4: 3,853 shares; 2025Q1: 3,759 shares; 2025Q2: 3,762 shares; 2025Q3: 3,764 shares; 2025Q4: 3,776 shares; 2026Q1: 4,527 shares 4,527 $873K 0.13% +751 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: 7,367 shares; 2024Q4: 7,359 shares; 2025Q1: 7,426 shares; 2025Q2: 7,003 shares; 2025Q3: 7,045 shares; 2025Q4: 7,237 shares; 2026Q1: 6,933 shares 6,933 $834K 0.12% -304 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,552 shares; 2025Q1: 3,405 shares; 2025Q2: 3,542 shares; 2025Q3: 3,426 shares; 2025Q4: 2,976 shares; 2026Q1: 4,015 shares 4,015 $831K 0.12% +1,039 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: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,233 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 3,493 shares 3,493 $803K 0.12% +72 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: 4,097 shares; 2024Q4: 3,752 shares; 2025Q1: 3,695 shares; 2025Q2: 3,895 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares 4,090 $785K 0.12% 0 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: 36,141 shares; 2024Q4: 34,955 shares; 2025Q1: 32,512 shares; 2025Q2: 29,704 shares; 2025Q3: 25,656 shares; 2025Q4: 24,108 shares; 2026Q1: 22,251 shares 22,251 $753K 0.11% -1,857 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: 8,944 shares; 2025Q1: not reported; 2025Q2: 11,306 shares; 2025Q3: 7,885 shares; 2025Q4: 8,873 shares; 2026Q1: 11,053 shares 11,053 $753K 0.11% +2,180 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: 7,209 shares; 2024Q4: 7,313 shares; 2025Q1: 7,380 shares; 2025Q2: 7,371 shares; 2025Q3: 7,434 shares; 2025Q4: 7,502 shares; 2026Q1: 7,561 shares 7,561 $683K 0.1% +59 Timeline MLPA 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: 12,626 shares; 2024Q4: 12,626 shares; 2025Q1: 12,626 shares; 2025Q2: 12,626 shares; 2025Q3: 12,626 shares; 2025Q4: 12,626 shares; 2026Q1: 12,626 shares 12,626 $680K 0.1% 0 Timeline GNR 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: 8,968 shares; 2025Q1: 10,804 shares; 2025Q2: 10,861 shares; 2025Q3: 10,761 shares; 2025Q4: 9,891 shares; 2026Q1: 8,962 shares 8,962 $669K 0.1% -929 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,497 shares; 2025Q2: 1,488 shares; 2025Q3: 1,481 shares; 2025Q4: 1,487 shares; 2026Q1: 1,481 shares 1,481 $647K 0.1% -6 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: not reported; 2025Q2: not reported; 2025Q3: 9,207 shares; 2025Q4: 9,207 shares; 2026Q1: 10,714 shares 10,714 $638K 0.09% +1,507 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: 6,123 shares; 2024Q4: 6,127 shares; 2025Q1: 6,234 shares; 2025Q2: 10,948 shares; 2025Q3: 4,611 shares; 2025Q4: 4,615 shares; 2026Q1: 8,667 shares 8,667 $585K 0.09% +4,052 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: 1,867 shares; 2024Q4: 1,937 shares; 2025Q1: 2,059 shares; 2025Q2: 2,212 shares; 2025Q3: 2,230 shares; 2025Q4: 2,252 shares; 2026Q1: 2,345 shares 2,345 $568K 0.08% +93 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,472 shares; 2025Q2: 3,447 shares; 2025Q3: 3,054 shares; 2025Q4: 2,855 shares; 2026Q1: 2,899 shares 2,899 $563K 0.08% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 3,225 shares; 2026Q1: 2,649 shares 2,649 $559K 0.08% -576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,946 shares 5,946 $552K 0.08% new 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: 10,876 shares; 2024Q4: 9,941 shares; 2025Q1: 9,741 shares; 2025Q2: 9,741 shares; 2025Q3: 9,631 shares; 2025Q4: 9,631 shares; 2026Q1: 9,631 shares 9,631 $547K 0.08% 0 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: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,896 shares 1,896 $544K 0.08% +613 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 11,275 shares; 2025Q1: 9,438 shares; 2025Q2: 9,329 shares; 2025Q3: 9,598 shares; 2025Q4: 14,947 shares; 2026Q1: 14,702 shares 14,702 $541K 0.08% -245 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: 7,313 shares; 2024Q4: 7,461 shares; 2025Q1: 7,407 shares; 2025Q2: 7,666 shares; 2025Q3: 7,519 shares; 2025Q4: 7,666 shares; 2026Q1: 6,878 shares 6,878 $539K 0.08% -788 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: 7,059 shares; 2024Q4: 20,121 shares; 2025Q1: 19,734 shares; 2025Q2: 19,739 shares; 2025Q3: 20,807 shares; 2025Q4: 20,812 shares; 2026Q1: 20,818 shares 20,818 $534K 0.08% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,676 shares; 2025Q4: 7,676 shares; 2026Q1: 7,676 shares 7,676 $529K 0.08% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 7,286 shares 7,286 $508K 0.08% +4,056 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 21,138 shares; 2025Q1: 21,256 shares; 2025Q2: 21,202 shares; 2025Q3: 21,267 shares; 2025Q4: 16,348 shares; 2026Q1: 16,314 shares 16,314 $504K 0.07% -34 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: 11,643 shares; 2024Q4: 11,765 shares; 2025Q1: 15,354 shares; 2025Q2: 10,921 shares; 2025Q3: 11,165 shares; 2025Q4: 10,543 shares; 2026Q1: 9,026 shares 9,026 $488K 0.07% -1,517 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: 480 shares; 2024Q4: 477 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 533 shares; 2025Q4: 539 shares; 2026Q1: 573 shares 573 $484K 0.07% +34 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 621 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 595 shares; 2026Q1: 684 shares 684 $484K 0.07% +89 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: 5,688 shares; 2024Q4: 5,813 shares; 2025Q1: 6,004 shares; 2025Q2: 5,655 shares; 2025Q3: 5,657 shares; 2025Q4: 5,142 shares; 2026Q1: 4,968 shares 4,968 $479K 0.07% -174 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: not reported; 2024Q4: 295 shares; 2025Q1: 373 shares; 2025Q2: 319 shares; 2025Q3: 329 shares; 2025Q4: 3,323 shares; 2026Q1: 4,767 shares 4,767 $458K 0.07% +1,444 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: 776 shares; 2024Q4: 776 shares; 2025Q1: 820 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 807 shares; 2026Q1: 892 shares 892 $446K 0.07% +85 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: 2,178 shares; 2024Q4: 2,249 shares; 2025Q1: 1,319 shares; 2025Q2: 1,060 shares; 2025Q3: 1,059 shares; 2025Q4: 1,067 shares; 2026Q1: 1,159 shares 1,159 $431K 0.06% +92 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: 3,968 shares; 2024Q4: 3,968 shares; 2025Q1: 3,948 shares; 2025Q2: 8,333 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,948 shares 3,948 $384K 0.06% 0 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: 5,978 shares; 2024Q4: 5,985 shares; 2025Q1: 5,987 shares; 2025Q2: 5,190 shares; 2025Q3: 6,021 shares; 2025Q4: 4,742 shares; 2026Q1: 5,975 shares 5,975 $383K 0.06% +1,233 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,128 shares; 2024Q4: 14,128 shares; 2025Q1: 14,128 shares; 2025Q2: 14,138 shares; 2025Q3: 13,796 shares; 2025Q4: 13,694 shares; 2026Q1: 13,689 shares 13,689 $369K 0.05% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares; 2026Q1: 3,659 shares 3,659 $344K 0.05% -70 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: 1,754 shares; 2024Q4: 1,762 shares; 2025Q1: 1,862 shares; 2025Q2: 1,869 shares; 2025Q3: 1,874 shares; 2025Q4: 1,881 shares; 2026Q1: 2,067 shares 2,067 $342K 0.05% +186 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 923 shares 923 $339K 0.05% +165 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: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,089 shares; 2025Q2: 1,549 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,064 shares 1,064 $338K 0.05% +1 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $336K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares 583 $328K 0.05% new Timeline GBIL 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: 3,273 shares; 2024Q4: 3,264 shares; 2025Q1: 3,266 shares; 2025Q2: 3,198 shares; 2025Q3: 3,200 shares; 2025Q4: 3,202 shares; 2026Q1: 3,258 shares 3,258 $326K 0.05% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,293 shares; 2025Q3: 7,836 shares; 2025Q4: 7,720 shares; 2026Q1: 7,923 shares 7,923 $326K 0.05% +203 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 1,265 shares; 2026Q1: 1,315 shares 1,315 $325K 0.05% +50 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,308 shares; 2025Q1: 1,365 shares; 2025Q2: 1,311 shares; 2025Q3: 1,312 shares; 2025Q4: 1,643 shares; 2026Q1: 1,644 shares 1,644 $315K 0.05% +1 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: 12,397 shares; 2024Q4: 12,407 shares; 2025Q1: 11,716 shares; 2025Q2: 11,516 shares; 2025Q3: 11,437 shares; 2025Q4: 11,426 shares; 2026Q1: 6,408 shares 6,408 $312K 0.05% -5,018 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $309K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,198 shares; 2026Q1: 2,202 shares 2,202 $305K 0.05% +4 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,290 shares; 2026Q1: 4,162 shares 4,162 $301K 0.04% -128 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: 2,649 shares; 2024Q4: 2,663 shares; 2025Q1: 2,673 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545 $293K 0.04% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,039 shares; 2025Q1: 5,081 shares; 2025Q2: 5,100 shares; 2025Q3: 5,147 shares; 2025Q4: 4,555 shares; 2026Q1: 3,202 shares 3,202 $291K 0.04% -1,353 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,904 shares; 2026Q1: 3,635 shares 3,635 $280K 0.04% +731 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: 1,642 shares; 2024Q4: 1,651 shares; 2025Q1: 1,626 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares 1,381 $275K 0.04% 0 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: 2,231 shares; 2024Q4: 2,236 shares; 2025Q1: 1,942 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 2,182 shares 2,182 $271K 0.04% +333 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 373 shares 373 $260K 0.04% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 799 shares; 2026Q1: 990 shares 990 $259K 0.04% +191 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: 2,245 shares; 2024Q4: 2,087 shares; 2025Q1: 2,191 shares; 2025Q2: 3,113 shares; 2025Q3: 2,115 shares; 2025Q4: 2,137 shares; 2026Q1: 2,499 shares 2,499 $257K 0.04% +362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares 759 $257K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,060 shares; 2025Q1: 2,099 shares; 2025Q2: 2,051 shares; 2025Q3: 2,053 shares; 2025Q4: 2,076 shares; 2026Q1: 1,987 shares 1,987 $256K 0.04% -89 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,812 shares 1,812 $253K 0.04% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,043 shares; 2025Q3: 3,058 shares; 2025Q4: 3,113 shares; 2026Q1: 3,311 shares 3,311 $249K 0.04% +198 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 6,289 shares; 2025Q4: 6,289 shares; 2026Q1: 6,289 shares 6,289 $248K 0.04% 0 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares 1,638 $248K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,461 shares 8,461 $238K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,078 shares 4,078 $235K 0.03% new 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: 2,768 shares; 2024Q4: 6,771 shares; 2025Q1: 6,656 shares; 2025Q2: 7,190 shares; 2025Q3: 2,574 shares; 2025Q4: 2,598 shares; 2026Q1: 2,611 shares 2,611 $234K 0.03% +13 Timeline BBAX 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: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,920 shares 3,920 $233K 0.03% +145 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,140 shares; 2025Q1: 1,161 shares; 2025Q2: 1,439 shares; 2025Q3: 1,141 shares; 2025Q4: 951 shares; 2026Q1: 952 shares 952 $231K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,930 shares 7,930 $228K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,364 shares; 2025Q4: 1,360 shares; 2026Q1: 1,520 shares 1,520 $222K 0.03% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,350 shares; 2025Q4: 8,666 shares; 2026Q1: 4,432 shares 4,432 $221K 0.03% -4,234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,893 shares 8,893 $220K 0.03% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares 647 $219K 0.03% new 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: 2,333 shares; 2025Q2: 2,318 shares; 2025Q3: 2,768 shares; 2025Q4: 2,769 shares; 2026Q1: 2,155 shares 2,155 $217K 0.03% -614 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,743 shares; 2025Q1: 2,771 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares 2,674 $216K 0.03% 0 Timeline CMF 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: 3,547 shares; 2024Q4: 3,581 shares; 2025Q1: 3,598 shares; 2025Q2: 3,626 shares; 2025Q3: 3,654 shares; 2025Q4: 3,690 shares; 2026Q1: 3,708 shares 3,708 $211K 0.03% +18 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares 2,028 $208K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,555 shares 4,555 $206K 0.03% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $204K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569 shares 2,569 $204K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 782 shares; 2025Q4: 789 shares; 2026Q1: 654 shares 654 $203K 0.03% -135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,625 shares 1,625 $202K 0.03% new Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 17,946 shares; 2025Q1: 17,946 shares; 2025Q2: 17,946 shares; 2025Q3: 17,946 shares; 2025Q4: 17,946 shares; 2026Q1: 17,946 shares 17,946 $201K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: 2,833 shares 2,833 $201K 0.03% 0 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,675 shares; 2025Q2: 16,675 shares; 2025Q3: 16,675 shares; 2025Q4: 16,675 shares; 2026Q1: 24,887 shares 24,887 $122K 0.02% +8,212 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 12,112 shares 12,112 $67.8K 0.01% new Timeline TELO TELOMIR PHARMACEUTICALS INC More: the full row for TELOMIR PHARMACEUTICALS 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: 12,658 shares; 2026Q1: 12,658 shares 12,658 $16.5K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 14,100 shares 14,100 $99 <0.01% new