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: 43,985 shares; 2024Q4: 43,050 shares; 2025Q1: 37,815 shares; 2025Q2: 37,112 shares; 2025Q3: 37,982 shares; 2025Q4: 170,265 shares; 2026Q1: 170,789 shares 170,789 $43.3M 9.17% +524 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: 148,385 shares; 2024Q4: 145,399 shares; 2025Q1: 157,825 shares; 2025Q2: 170,610 shares; 2025Q3: 215,562 shares; 2025Q4: 231,513 shares; 2026Q1: 241,612 shares 241,612 $15.5M 3.28% +10,099 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,663 shares; 2024Q4: 68,330 shares; 2025Q1: 74,311 shares; 2025Q2: 79,205 shares; 2025Q3: 81,104 shares; 2025Q4: 83,962 shares; 2026Q1: 91,692 shares 91,692 $13.4M 2.83% +7,730 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: 73,237 shares; 2024Q4: 239,597 shares; 2025Q1: 261,329 shares; 2025Q2: 281,793 shares; 2025Q3: 299,105 shares; 2025Q4: 312,579 shares; 2026Q1: 325,088 shares 325,088 $9.97M 2.11% +12,509 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: 54,149 shares; 2024Q4: 230,368 shares; 2025Q1: 265,271 shares; 2025Q2: 291,723 shares; 2025Q3: 307,080 shares; 2025Q4: 315,675 shares; 2026Q1: 317,714 shares 317,714 $9.26M 1.96% +2,039 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: 57,572 shares; 2024Q4: 58,537 shares; 2025Q1: 61,034 shares; 2025Q2: 66,546 shares; 2025Q3: 82,466 shares; 2025Q4: 83,177 shares; 2026Q1: 97,828 shares 97,828 $8.86M 1.87% +14,651 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: 13,475 shares; 2024Q4: 13,267 shares; 2025Q1: 13,162 shares; 2025Q2: 13,127 shares; 2025Q3: 12,966 shares; 2025Q4: 13,059 shares; 2026Q1: 13,035 shares 13,035 $8.51M 1.8% -24 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: 30,424 shares; 2024Q4: 30,305 shares; 2025Q1: 26,627 shares; 2025Q2: 26,725 shares; 2025Q3: 25,922 shares; 2025Q4: 29,000 shares; 2026Q1: 28,476 shares 28,476 $8.38M 1.77% -524 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: 16,049 shares; 2024Q4: 16,146 shares; 2025Q1: 15,897 shares; 2025Q2: 15,732 shares; 2025Q3: 15,761 shares; 2025Q4: 19,246 shares; 2026Q1: 20,706 shares 20,706 $7.66M 1.62% +1,460 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: 35,728 shares; 2024Q4: 37,570 shares; 2025Q1: 40,495 shares; 2025Q2: 42,805 shares; 2025Q3: 45,002 shares; 2025Q4: 48,133 shares; 2026Q1: 50,165 shares 50,165 $7.43M 1.57% +2,032 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: 35,818 shares; 2024Q4: 34,608 shares; 2025Q1: 34,544 shares; 2025Q2: 34,979 shares; 2025Q3: 35,407 shares; 2025Q4: 39,455 shares; 2026Q1: 39,842 shares 39,842 $6.76M 1.43% +387 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: 13,857 shares; 2024Q4: 13,470 shares; 2025Q1: 13,438 shares; 2025Q2: 13,159 shares; 2025Q3: 13,249 shares; 2025Q4: 14,612 shares; 2026Q1: 13,491 shares 13,491 $6.46M 1.37% -1,121 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: 14,637 shares; 2024Q4: 12,512 shares; 2025Q1: 12,471 shares; 2025Q2: 12,053 shares; 2025Q3: 12,018 shares; 2025Q4: 11,912 shares; 2026Q1: 14,564 shares 14,564 $6.36M 1.35% +2,652 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: 53,259 shares; 2024Q4: 55,503 shares; 2025Q1: 57,026 shares; 2025Q2: 54,554 shares; 2025Q3: 52,572 shares; 2025Q4: 53,263 shares; 2026Q1: 52,098 shares 52,098 $5.89M 1.25% -1,165 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,360 shares; 2024Q4: 43,278 shares; 2025Q1: 46,137 shares; 2025Q2: 48,028 shares; 2025Q3: 49,697 shares; 2025Q4: 51,710 shares; 2026Q1: 53,761 shares 53,761 $5.7M 1.21% +2,051 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: 79,794 shares; 2024Q4: 79,452 shares; 2025Q1: 81,126 shares; 2025Q2: 77,399 shares; 2025Q3: 77,102 shares; 2025Q4: 79,882 shares; 2026Q1: 83,083 shares 83,083 $5.61M 1.19% +3,201 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: 59,554 shares; 2024Q4: 59,552 shares; 2025Q1: 59,697 shares; 2025Q2: 59,724 shares; 2025Q3: 60,434 shares; 2025Q4: 72,629 shares; 2026Q1: 73,509 shares 73,509 $5.59M 1.18% +880 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: 41,931 shares; 2024Q4: 44,629 shares; 2025Q1: 43,311 shares; 2025Q2: 42,032 shares; 2025Q3: 41,940 shares; 2025Q4: 42,723 shares; 2026Q1: 43,805 shares 43,805 $5.45M 1.15% +1,082 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: 14,958 shares; 2024Q4: 14,883 shares; 2025Q1: 14,989 shares; 2025Q2: 15,343 shares; 2025Q3: 15,658 shares; 2025Q4: 20,757 shares; 2026Q1: 21,075 shares 21,075 $5.15M 1.09% +318 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: 84,916 shares; 2024Q4: 64,063 shares; 2025Q1: 65,177 shares; 2025Q2: 64,391 shares; 2025Q3: 63,483 shares; 2025Q4: 63,735 shares; 2026Q1: 64,179 shares 64,179 $5.03M 1.07% +444 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: 12,897 shares; 2024Q4: 12,153 shares; 2025Q1: 11,759 shares; 2025Q2: 11,875 shares; 2025Q3: 10,449 shares; 2025Q4: 14,157 shares; 2026Q1: 17,478 shares 17,478 $5.03M 1.06% +3,321 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 14,744 shares; 2025Q1: 14,606 shares; 2025Q2: 14,131 shares; 2025Q3: 14,131 shares; 2025Q4: 14,126 shares; 2026Q1: 14,198 shares 14,198 $4.55M 0.96% +72 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: not reported; 2026Q1: 57,088 shares 57,088 $4.4M 0.93% new 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: 15,977 shares; 2024Q4: 16,601 shares; 2025Q1: 16,614 shares; 2025Q2: 16,559 shares; 2025Q3: 16,509 shares; 2025Q4: 16,370 shares; 2026Q1: 22,372 shares 22,372 $4.39M 0.93% +6,002 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: 15,597 shares; 2024Q4: 16,643 shares; 2025Q1: 17,770 shares; 2025Q2: 18,465 shares; 2025Q3: 18,281 shares; 2025Q4: 19,899 shares; 2026Q1: 20,563 shares 20,563 $4.34M 0.92% +664 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: 12,080 shares; 2024Q4: 12,219 shares; 2025Q1: 11,651 shares; 2025Q2: 12,903 shares; 2025Q3: 12,144 shares; 2025Q4: 18,077 shares; 2026Q1: 20,676 shares 20,676 $4.31M 0.91% +2,599 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: 2,067 shares; 2024Q4: 2,248 shares; 2025Q1: 1,929 shares; 2025Q2: 2,338 shares; 2025Q3: 2,601 shares; 2025Q4: 10,413 shares; 2026Q1: 11,282 shares 11,282 $4.19M 0.89% +869 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 20,096 shares; 2025Q1: 20,061 shares; 2025Q2: 20,381 shares; 2025Q3: 20,381 shares; 2025Q4: 20,381 shares; 2026Q1: 21,993 shares 21,993 $4.05M 0.86% +1,612 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,074 shares; 2025Q1: 4,059 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,097 shares; 2026Q1: 4,148 shares 4,148 $3.99M 0.84% +51 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,549 shares; 2024Q4: 55,805 shares; 2025Q1: 63,878 shares; 2025Q2: 48,856 shares; 2025Q3: 43,102 shares; 2025Q4: 47,481 shares; 2026Q1: 49,405 shares 49,405 $3.78M 0.8% +1,924 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,729 shares; 2025Q1: 45,830 shares; 2025Q2: 53,741 shares; 2025Q3: 53,741 shares; 2025Q4: 58,069 shares; 2026Q1: 59,183 shares 59,183 $3.62M 0.77% +1,114 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: 23,780 shares; 2024Q4: 23,930 shares; 2025Q1: 23,282 shares; 2025Q2: 23,777 shares; 2025Q3: 23,777 shares; 2025Q4: 23,777 shares; 2026Q1: 24,261 shares 24,261 $3.54M 0.75% +484 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: 13,745 shares; 2024Q4: 14,045 shares; 2025Q1: 14,380 shares; 2025Q2: 14,287 shares; 2025Q3: 14,287 shares; 2025Q4: 14,283 shares; 2026Q1: 16,211 shares 16,211 $3.52M 0.75% +1,928 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: 17,615 shares; 2024Q4: 15,544 shares; 2025Q1: 13,881 shares; 2025Q2: 12,621 shares; 2025Q3: 12,191 shares; 2025Q4: 22,224 shares; 2026Q1: 20,107 shares 20,107 $3.51M 0.74% -2,117 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: 13,378 shares; 2024Q4: 13,268 shares; 2025Q1: 13,203 shares; 2025Q2: 12,902 shares; 2025Q3: 12,902 shares; 2025Q4: 12,891 shares; 2026Q1: 13,376 shares 13,376 $3.44M 0.73% +485 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: 54,538 shares; 2024Q4: 52,090 shares; 2025Q1: 52,200 shares; 2025Q2: 52,984 shares; 2025Q3: 54,836 shares; 2025Q4: 58,702 shares; 2026Q1: 66,893 shares 66,893 $3.36M 0.71% +8,191 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 10,533 shares; 2025Q1: 10,548 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 10,676 shares; 2026Q1: 10,783 shares 10,783 $3.18M 0.67% +107 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,263 shares; 2025Q1: 10,574 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares; 2025Q4: 10,373 shares; 2026Q1: 10,523 shares 10,523 $3.18M 0.67% +150 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: 40,457 shares; 2024Q4: 39,029 shares; 2025Q1: 38,936 shares; 2025Q2: 39,512 shares; 2025Q3: 39,331 shares; 2025Q4: 39,834 shares; 2026Q1: 40,336 shares 40,336 $3.13M 0.66% +502 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,221 shares; 2024Q4: 25,686 shares; 2025Q1: 25,031 shares; 2025Q2: 23,314 shares; 2025Q3: 23,314 shares; 2025Q4: 23,284 shares; 2026Q1: 23,952 shares 23,952 $3.07M 0.65% +668 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: 8,337 shares; 2024Q4: 8,815 shares; 2025Q1: 9,552 shares; 2025Q2: 11,915 shares; 2025Q3: 12,600 shares; 2025Q4: 13,334 shares; 2026Q1: 13,707 shares 13,707 $2.95M 0.62% +373 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: 3,982 shares; 2024Q4: 4,368 shares; 2025Q1: 3,373 shares; 2025Q2: 3,405 shares; 2025Q3: 3,636 shares; 2025Q4: 5,406 shares; 2026Q1: 4,832 shares 4,832 $2.89M 0.61% -574 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,160 shares; 2025Q3: 36,971 shares; 2025Q4: 35,579 shares; 2026Q1: 39,536 shares 39,536 $2.78M 0.59% +3,957 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: 21,751 shares; 2024Q4: 24,746 shares; 2025Q1: 24,746 shares; 2025Q2: 25,036 shares; 2025Q3: 23,569 shares; 2025Q4: 23,569 shares; 2026Q1: 23,399 shares 23,399 $2.77M 0.59% -170 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: 31,077 shares; 2024Q4: 14,945 shares; 2025Q1: 14,847 shares; 2025Q2: 14,562 shares; 2025Q3: 15,783 shares; 2025Q4: 21,782 shares; 2026Q1: 22,184 shares 22,184 $2.76M 0.58% +402 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: 9,196 shares; 2024Q4: 8,882 shares; 2025Q1: 8,741 shares; 2025Q2: 8,664 shares; 2025Q3: 8,569 shares; 2025Q4: 17,503 shares; 2026Q1: 12,670 shares 12,670 $2.76M 0.58% -4,833 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,331 shares; 2024Q4: 17,803 shares; 2025Q1: 18,273 shares; 2025Q2: 18,421 shares; 2025Q3: 18,421 shares; 2025Q4: 20,078 shares; 2026Q1: 20,179 shares 20,179 $2.75M 0.58% +101 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: 76,591 shares; 2024Q4: 76,858 shares; 2025Q1: 83,032 shares; 2025Q2: 89,283 shares; 2025Q3: 99,216 shares; 2025Q4: 99,479 shares; 2026Q1: 100,571 shares 100,571 $2.71M 0.57% +1,092 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 5,725 shares; 2025Q1: 12,865 shares; 2025Q2: 12,839 shares; 2025Q3: 18,361 shares; 2025Q4: 18,309 shares; 2026Q1: 18,346 shares 18,346 $2.69M 0.57% +37 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,426 shares; 2024Q4: 19,731 shares; 2025Q1: 19,731 shares; 2025Q2: 19,476 shares; 2025Q3: 18,283 shares; 2025Q4: 18,283 shares; 2026Q1: 18,388 shares 18,388 $2.66M 0.56% +105 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,118 shares; 2025Q1: 8,049 shares; 2025Q2: 8,014 shares; 2025Q3: 8,731 shares; 2025Q4: 7,245 shares; 2026Q1: 6,708 shares 6,708 $2.63M 0.56% -537 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,573 shares; 2024Q4: 16,513 shares; 2025Q1: 18,489 shares; 2025Q2: 18,307 shares; 2025Q3: 18,307 shares; 2025Q4: 25,606 shares; 2026Q1: 28,387 shares 28,387 $2.62M 0.55% +2,781 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,352 shares; 2025Q1: 6,056 shares; 2025Q2: 5,976 shares; 2025Q3: 5,980 shares; 2025Q4: 7,916 shares; 2026Q1: 8,619 shares 8,619 $2.6M 0.55% +703 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: 4,609 shares; 2024Q4: 4,933 shares; 2025Q1: 4,366 shares; 2025Q2: 4,415 shares; 2025Q3: 4,310 shares; 2025Q4: 4,351 shares; 2026Q1: 4,324 shares 4,324 $2.5M 0.53% -27 Timeline ICSH 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: 56,674 shares; 2024Q4: 56,674 shares; 2025Q1: 56,178 shares; 2025Q2: 58,158 shares; 2025Q3: 49,080 shares; 2025Q4: 47,846 shares; 2026Q1: 48,408 shares 48,408 $2.45M 0.52% +562 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: 1,600 shares; 2024Q4: 1,881 shares; 2025Q1: 1,619 shares; 2025Q2: 1,573 shares; 2025Q3: 1,577 shares; 2025Q4: 2,219 shares; 2026Q1: 7,614 shares 7,614 $2.44M 0.52% +5,395 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,525 shares; 2025Q2: 12,393 shares; 2025Q3: 12,402 shares; 2025Q4: 14,206 shares; 2026Q1: 14,128 shares 14,128 $2.44M 0.52% -78 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: 28,897 shares; 2024Q4: 26,027 shares; 2025Q1: 27,937 shares; 2025Q2: 37,980 shares; 2025Q3: 38,108 shares; 2025Q4: 39,833 shares; 2026Q1: 47,928 shares 47,928 $2.43M 0.51% +8,095 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: 2,079 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,479 shares; 2025Q3: 2,484 shares; 2025Q4: 3,357 shares; 2026Q1: 3,374 shares 3,374 $2.39M 0.51% +17 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: 6,546 shares; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,781 shares; 2025Q3: 6,781 shares; 2025Q4: 11,956 shares; 2026Q1: 12,300 shares 12,300 $2.37M 0.5% +344 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 6,105 shares; 2025Q1: 17,817 shares; 2025Q2: 18,829 shares; 2025Q3: 19,223 shares; 2025Q4: 37,617 shares; 2026Q1: 37,626 shares 37,626 $2.3M 0.49% +9 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,241 shares; 2024Q4: 47,231 shares; 2025Q1: 37,842 shares; 2025Q2: 37,551 shares; 2025Q3: 38,556 shares; 2025Q4: 57,315 shares; 2026Q1: 51,753 shares 51,753 $2.15M 0.45% -5,562 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: 19,501 shares; 2024Q4: 20,251 shares; 2025Q1: 21,036 shares; 2025Q2: 21,336 shares; 2025Q3: 21,336 shares; 2025Q4: 21,482 shares; 2026Q1: 21,553 shares 21,553 $2.08M 0.44% +71 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,764 shares 12,764 $2.06M 0.44% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,622 shares; 2024Q4: 55,783 shares; 2025Q1: 55,853 shares; 2025Q2: 56,153 shares; 2025Q3: 56,153 shares; 2025Q4: 56,300 shares; 2026Q1: 56,508 shares 56,508 $2.06M 0.44% +208 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: 1,651 shares; 2024Q4: 1,604 shares; 2025Q1: 1,608 shares; 2025Q2: 1,571 shares; 2025Q3: 1,600 shares; 2025Q4: 1,901 shares; 2026Q1: 2,050 shares 2,050 $2.04M 0.43% +149 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: 11,417 shares; 2024Q4: 12,250 shares; 2025Q1: 12,839 shares; 2025Q2: 12,768 shares; 2025Q3: 13,250 shares; 2025Q4: 13,298 shares; 2026Q1: 13,429 shares 13,429 $2.03M 0.43% +131 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: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,848 shares; 2025Q2: 7,661 shares; 2025Q3: 7,787 shares; 2025Q4: 9,311 shares; 2026Q1: 9,607 shares 9,607 $1.99M 0.42% +296 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: 2,781 shares; 2024Q4: 2,820 shares; 2025Q1: 2,704 shares; 2025Q2: 2,757 shares; 2025Q3: 3,225 shares; 2025Q4: 3,298 shares; 2026Q1: 3,037 shares 3,037 $1.97M 0.42% -261 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,504 shares; 2024Q4: 200,704 shares; 2025Q1: 201,095 shares; 2025Q2: 220,453 shares; 2025Q3: 253,766 shares; 2025Q4: 258,815 shares; 2026Q1: 252,239 shares 252,239 $1.9M 0.4% -6,576 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 7,148 shares; 2025Q1: 7,173 shares; 2025Q2: 7,343 shares; 2025Q3: 7,343 shares; 2025Q4: 7,854 shares; 2026Q1: 7,902 shares 7,902 $1.87M 0.4% +48 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 12,037 shares; 2025Q1: 13,846 shares; 2025Q2: 13,880 shares; 2025Q3: 13,883 shares; 2025Q4: 14,121 shares; 2026Q1: 14,241 shares 14,241 $1.86M 0.39% +120 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,207 shares; 2024Q4: 27,769 shares; 2025Q1: 28,152 shares; 2025Q2: 20,534 shares; 2025Q3: 21,607 shares; 2025Q4: 35,900 shares; 2026Q1: 42,069 shares 42,069 $1.79M 0.38% +6,169 Timeline PFXF 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: 80,125 shares; 2024Q4: 78,781 shares; 2025Q1: 80,249 shares; 2025Q2: 84,519 shares; 2025Q3: 88,453 shares; 2025Q4: 100,676 shares; 2026Q1: 100,598 shares 100,598 $1.76M 0.37% -78 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,992 shares; 2024Q4: 19,997 shares; 2025Q1: 20,221 shares; 2025Q2: 19,306 shares; 2025Q3: 19,306 shares; 2025Q4: 19,214 shares; 2026Q1: 19,414 shares 19,414 $1.75M 0.37% +200 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: 19,761 shares; 2024Q4: 18,661 shares; 2025Q1: 22,667 shares; 2025Q2: 28,116 shares; 2025Q3: 29,415 shares; 2025Q4: 30,806 shares; 2026Q1: 24,965 shares 24,965 $1.74M 0.37% -5,841 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,826 shares; 2024Q4: 84,826 shares; 2025Q1: 84,826 shares; 2025Q2: 84,826 shares; 2025Q3: 84,826 shares; 2025Q4: 84,826 shares; 2026Q1: 84,826 shares 84,826 $1.71M 0.36% 0 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: 10,653 shares; 2024Q4: 10,237 shares; 2025Q1: 10,252 shares; 2025Q2: 10,291 shares; 2025Q3: 11,112 shares; 2025Q4: 12,093 shares; 2026Q1: 11,816 shares 11,816 $1.71M 0.36% -277 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: 2,713 shares; 2024Q4: 2,383 shares; 2025Q1: 2,385 shares; 2025Q2: 2,185 shares; 2025Q3: 2,100 shares; 2025Q4: 7,061 shares; 2026Q1: 5,310 shares 5,310 $1.64M 0.35% -1,751 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: 8,234 shares; 2024Q4: 7,856 shares; 2025Q1: 8,454 shares; 2025Q2: 8,837 shares; 2025Q3: 8,664 shares; 2025Q4: 9,361 shares; 2026Q1: 10,569 shares 10,569 $1.64M 0.35% +1,208 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: 66,498 shares; 2024Q4: 34,100 shares; 2025Q1: 34,585 shares; 2025Q2: 43,632 shares; 2025Q3: 53,682 shares; 2025Q4: 59,036 shares; 2026Q1: 57,649 shares 57,649 $1.62M 0.34% -1,387 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: 160,323 shares; 2024Q4: 160,323 shares; 2025Q1: 158,083 shares; 2025Q2: 68,569 shares; 2025Q3: 17,433 shares; 2025Q4: 17,921 shares; 2026Q1: 16,995 shares 16,995 $1.56M 0.33% -926 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,646 shares; 2025Q3: 4,586 shares; 2025Q4: 4,385 shares; 2026Q1: 4,557 shares 4,557 $1.54M 0.33% +172 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,610 shares; 2024Q4: 29,378 shares; 2025Q1: 29,178 shares; 2025Q2: 27,586 shares; 2025Q3: 32,023 shares; 2025Q4: 38,662 shares; 2026Q1: 37,446 shares 37,446 $1.5M 0.32% -1,216 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: 37,516 shares; 2024Q4: 41,948 shares; 2025Q1: 48,537 shares; 2025Q2: 57,133 shares; 2025Q3: 60,809 shares; 2025Q4: 91,634 shares; 2026Q1: 75,042 shares 75,042 $1.45M 0.31% -16,592 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 23,166 shares; 2025Q1: 38,984 shares; 2025Q2: 54,312 shares; 2025Q3: 60,718 shares; 2025Q4: 60,750 shares; 2026Q1: 62,299 shares 62,299 $1.45M 0.31% +1,549 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,179 shares; 2024Q4: 16,711 shares; 2025Q1: 22,341 shares; 2025Q2: 23,647 shares; 2025Q3: 22,959 shares; 2025Q4: 25,238 shares; 2026Q1: 24,339 shares 24,339 $1.42M 0.3% -899 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 10,717 shares; 2026Q1: 14,004 shares 14,004 $1.41M 0.3% +3,287 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: 1,690 shares; 2024Q4: 1,655 shares; 2025Q1: 1,620 shares; 2025Q2: 4,083 shares; 2025Q3: 3,884 shares; 2025Q4: 4,360 shares; 2026Q1: 4,149 shares 4,149 $1.36M 0.29% -211 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 14,327 shares; 2025Q1: 14,509 shares; 2025Q2: 15,027 shares; 2025Q3: 15,027 shares; 2025Q4: 15,157 shares; 2026Q1: 15,270 shares 15,270 $1.32M 0.28% +113 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,344 shares; 2025Q1: 8,345 shares; 2025Q2: 8,597 shares; 2025Q3: 8,350 shares; 2025Q4: 8,976 shares; 2026Q1: 9,036 shares 9,036 $1.31M 0.28% +60 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: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,905 shares; 2025Q2: 1,805 shares; 2025Q3: 2,012 shares; 2025Q4: 2,481 shares; 2026Q1: 4,573 shares 4,573 $1.31M 0.28% +2,092 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: 2,814 shares; 2024Q4: 2,929 shares; 2025Q1: 3,180 shares; 2025Q2: 2,964 shares; 2025Q3: 3,056 shares; 2025Q4: 3,200 shares; 2026Q1: 3,029 shares 3,029 $1.3M 0.28% -171 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: 1,330 shares; 2024Q4: 1,340 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,381 shares; 2025Q4: 2,291 shares; 2026Q1: 2,263 shares 2,263 $1.29M 0.27% -28 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: 19,401 shares; 2024Q4: 18,005 shares; 2025Q1: 25,603 shares; 2025Q2: 27,608 shares; 2025Q3: 25,875 shares; 2025Q4: 27,242 shares; 2026Q1: 27,938 shares 27,938 $1.29M 0.27% +696 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,273 shares; 2025Q1: 2,577 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 4,850 shares; 2026Q1: 4,123 shares 4,123 $1.28M 0.27% -727 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,105 shares; 2024Q4: 21,489 shares; 2025Q1: 21,665 shares; 2025Q2: 14,543 shares; 2025Q3: 15,383 shares; 2025Q4: 16,712 shares; 2026Q1: 9,715 shares 9,715 $1.27M 0.27% -6,997 Timeline MBB 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: 3,186 shares; 2024Q4: 3,434 shares; 2025Q1: 7,162 shares; 2025Q2: 9,784 shares; 2025Q3: 11,964 shares; 2025Q4: 13,828 shares; 2026Q1: 13,376 shares 13,376 $1.27M 0.27% -452 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 6,992 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 7,786 shares; 2025Q4: 10,697 shares; 2026Q1: 10,756 shares 10,756 $1.25M 0.26% +59 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: 1,445 shares; 2024Q4: 1,396 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,335 shares; 2026Q1: 1,339 shares 1,339 $1.23M 0.26% +4 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: 6,419 shares; 2024Q4: 6,478 shares; 2025Q1: 6,598 shares; 2025Q2: 6,279 shares; 2025Q3: 6,956 shares; 2025Q4: 9,306 shares; 2026Q1: 10,034 shares 10,034 $1.21M 0.26% +728 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 6,303 shares; 2025Q1: 9,113 shares; 2025Q2: 9,271 shares; 2025Q3: 9,119 shares; 2025Q4: 12,024 shares; 2026Q1: 12,493 shares 12,493 $1.16M 0.25% +469 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: 16,855 shares; 2024Q4: 20,168 shares; 2025Q1: 22,617 shares; 2025Q2: 23,552 shares; 2025Q3: 23,503 shares; 2025Q4: 53,154 shares; 2026Q1: 29,463 shares 29,463 $1.11M 0.24% -23,691 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: 8,451 shares; 2024Q4: 8,414 shares; 2025Q1: 8,385 shares; 2025Q2: 8,395 shares; 2025Q3: 11,315 shares; 2025Q4: 11,236 shares; 2026Q1: 11,377 shares 11,377 $1.11M 0.23% +141 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: 13,691 shares; 2024Q4: 13,601 shares; 2025Q1: 12,965 shares; 2025Q2: 13,131 shares; 2025Q3: 12,609 shares; 2025Q4: 12,646 shares; 2026Q1: 13,282 shares 13,282 $1.1M 0.23% +636 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,401 shares; 2024Q4: 47,978 shares; 2025Q1: 32,221 shares; 2025Q2: 32,085 shares; 2025Q3: 32,814 shares; 2025Q4: 33,694 shares; 2026Q1: 31,736 shares 31,736 $1.07M 0.23% -1,958 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,290 shares; 2025Q1: 8,391 shares; 2025Q2: 8,576 shares; 2025Q3: 8,526 shares; 2025Q4: 10,350 shares; 2026Q1: 11,317 shares 11,317 $1.05M 0.22% +967 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 16,038 shares; 2025Q1: 16,488 shares; 2025Q2: 16,367 shares; 2025Q3: 17,477 shares; 2025Q4: 19,686 shares; 2026Q1: 19,051 shares 19,051 $1.03M 0.22% -635 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 942 shares; 2025Q1: 925 shares; 2025Q2: 3,232 shares; 2025Q3: 3,363 shares; 2025Q4: 3,526 shares; 2026Q1: 3,750 shares 3,750 $1.01M 0.21% +224 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: 11,650 shares; 2024Q4: 13,321 shares; 2025Q1: 16,032 shares; 2025Q2: 17,526 shares; 2025Q3: 17,021 shares; 2025Q4: 18,635 shares; 2026Q1: 13,552 shares 13,552 $1.01M 0.21% -5,083 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,773 shares; 2024Q4: 12,268 shares; 2025Q1: 12,331 shares; 2025Q2: 12,504 shares; 2025Q3: 12,312 shares; 2025Q4: 12,529 shares; 2026Q1: 11,498 shares 11,498 $994K 0.21% -1,031 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: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 11,317 shares; 2025Q3: 11,290 shares; 2025Q4: 11,135 shares; 2026Q1: 17,932 shares 17,932 $969K 0.21% +6,797 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,020 shares; 2025Q1: 10,249 shares; 2025Q2: 11,040 shares; 2025Q3: 11,711 shares; 2025Q4: 12,258 shares; 2026Q1: 10,416 shares 10,416 $965K 0.2% -1,842 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,662 shares; 2024Q4: 20,741 shares; 2025Q1: 21,320 shares; 2025Q2: 19,881 shares; 2025Q3: 24,504 shares; 2025Q4: 28,873 shares; 2026Q1: 26,695 shares 26,695 $950K 0.2% -2,178 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,254 shares; 2025Q2: 10,980 shares; 2025Q3: 13,820 shares; 2025Q4: 16,877 shares; 2026Q1: 17,960 shares 17,960 $933K 0.2% +1,083 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 16,080 shares; 2025Q3: 21,189 shares; 2025Q4: 19,806 shares; 2026Q1: 20,302 shares 20,302 $931K 0.2% +496 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 11,096 shares; 2025Q1: 11,177 shares; 2025Q2: 11,314 shares; 2025Q3: 11,314 shares; 2025Q4: 11,287 shares; 2026Q1: 11,104 shares 11,104 $921K 0.19% -183 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,013 shares; 2025Q1: 6,013 shares; 2025Q2: 6,013 shares; 2025Q3: 6,013 shares; 2025Q4: 6,669 shares; 2026Q1: 6,900 shares 6,900 $912K 0.19% +231 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 6,114 shares; 2025Q2: 6,114 shares; 2025Q3: 4,731 shares; 2025Q4: 4,755 shares; 2026Q1: 4,789 shares 4,789 $893K 0.19% +34 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,706 shares; 2025Q3: 2,406 shares; 2025Q4: 2,472 shares; 2026Q1: 2,468 shares 2,468 $883K 0.19% -4 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,150 shares; 2024Q4: 42,343 shares; 2025Q1: 39,809 shares; 2025Q2: 37,441 shares; 2025Q3: 34,404 shares; 2025Q4: 33,972 shares; 2026Q1: 34,215 shares 34,215 $877K 0.19% +243 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: 4,733 shares; 2024Q4: 4,977 shares; 2025Q1: 8,722 shares; 2025Q2: 9,261 shares; 2025Q3: 7,734 shares; 2025Q4: 5,496 shares; 2026Q1: 4,549 shares 4,549 $872K 0.18% -947 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: 14,701 shares; 2024Q4: 14,368 shares; 2025Q1: 14,028 shares; 2025Q2: 14,549 shares; 2025Q3: 16,791 shares; 2025Q4: 17,354 shares; 2026Q1: 17,753 shares 17,753 $865K 0.18% +399 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,423 shares; 2025Q4: 16,150 shares; 2026Q1: 23,422 shares 23,422 $861K 0.18% +7,272 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 16,165 shares; 2025Q1: 16,165 shares; 2025Q2: 16,165 shares; 2025Q3: 16,165 shares; 2025Q4: 16,972 shares; 2026Q1: 16,972 shares 16,972 $835K 0.18% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,814 shares; 2025Q1: 4,815 shares; 2025Q2: 4,703 shares; 2025Q3: 4,614 shares; 2025Q4: 4,278 shares; 2026Q1: 5,641 shares 5,641 $803K 0.17% +1,363 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,862 shares; 2024Q4: 15,457 shares; 2025Q1: 17,147 shares; 2025Q2: 15,386 shares; 2025Q3: 21,998 shares; 2025Q4: 27,039 shares; 2026Q1: 24,059 shares 24,059 $803K 0.17% -2,980 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: 1,882 shares; 2024Q4: 1,902 shares; 2025Q1: 2,018 shares; 2025Q2: 1,887 shares; 2025Q3: 1,905 shares; 2025Q4: 2,136 shares; 2026Q1: 2,153 shares 2,153 $798K 0.17% +17 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,490 shares; 2025Q1: 14,417 shares; 2025Q2: 17,947 shares; 2025Q3: 26,332 shares; 2025Q4: 29,944 shares; 2026Q1: 29,970 shares 29,970 $787K 0.17% +26 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: 1,893 shares; 2024Q4: 1,434 shares; 2025Q1: 1,299 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,339 shares; 2026Q1: 1,370 shares 1,370 $772K 0.16% +31 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,133 shares; 2024Q4: 52,133 shares; 2025Q1: 53,633 shares; 2025Q2: 60,847 shares; 2025Q3: 60,847 shares; 2025Q4: 66,947 shares; 2026Q1: 66,947 shares 66,947 $770K 0.16% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,914 shares; 2025Q1: 2,823 shares; 2025Q2: 2,319 shares; 2025Q3: 2,827 shares; 2025Q4: 3,173 shares; 2026Q1: 3,231 shares 3,231 $768K 0.16% +58 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 4,945 shares; 2025Q1: 5,446 shares; 2025Q2: 5,512 shares; 2025Q3: 5,513 shares; 2025Q4: 5,661 shares; 2026Q1: 5,729 shares 5,729 $756K 0.16% +68 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,064 shares; 2024Q4: 24,269 shares; 2025Q1: 23,485 shares; 2025Q2: 23,344 shares; 2025Q3: 21,947 shares; 2025Q4: 25,450 shares; 2026Q1: 25,534 shares 25,534 $740K 0.16% +84 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,941 shares; 2025Q2: 14,226 shares; 2025Q3: 15,731 shares; 2025Q4: 17,212 shares; 2026Q1: 32,217 shares 32,217 $738K 0.16% +15,005 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 18,057 shares; 2025Q1: 13,557 shares; 2025Q2: 11,887 shares; 2025Q3: 11,887 shares; 2025Q4: 11,887 shares; 2026Q1: 10,387 shares 10,387 $724K 0.15% -1,500 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: not reported; 2025Q4: 4,404 shares; 2026Q1: 4,870 shares 4,870 $712K 0.15% +466 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares 6,636 $705K 0.15% 0 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: 52,397 shares; 2024Q4: 26,120 shares; 2025Q1: 19,363 shares; 2025Q2: 18,442 shares; 2025Q3: 18,572 shares; 2025Q4: 18,311 shares; 2026Q1: 16,528 shares 16,528 $698K 0.15% -1,783 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,014 shares; 2025Q3: 14,049 shares; 2025Q4: 13,840 shares; 2026Q1: 13,167 shares 13,167 $695K 0.15% -673 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,564 shares; 2025Q4: 30,805 shares; 2026Q1: 28,090 shares 28,090 $683K 0.14% -2,715 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,255 shares; 2026Q1: 20,255 shares 20,255 $673K 0.14% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,882 shares; 2025Q1: 13,134 shares; 2025Q2: 17,791 shares; 2025Q3: 22,795 shares; 2025Q4: 24,369 shares; 2026Q1: 24,649 shares 24,649 $671K 0.14% +280 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: 13,223 shares; 2024Q4: 13,223 shares; 2025Q1: 13,619 shares; 2025Q2: 13,619 shares; 2025Q3: 13,619 shares; 2025Q4: 14,426 shares; 2026Q1: 14,426 shares 14,426 $667K 0.14% 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: 9,989 shares; 2024Q4: 9,600 shares; 2025Q1: 9,612 shares; 2025Q2: 9,622 shares; 2025Q3: 9,632 shares; 2025Q4: 9,912 shares; 2026Q1: 10,043 shares 10,043 $663K 0.14% +131 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: 9,400 shares; 2024Q4: 9,468 shares; 2025Q1: 10,700 shares; 2025Q2: 10,326 shares; 2025Q3: 10,651 shares; 2025Q4: 10,396 shares; 2026Q1: 9,364 shares 9,364 $657K 0.14% -1,032 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,055 shares; 2026Q1: 11,780 shares 11,780 $654K 0.14% +1,725 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,333 shares; 2024Q4: 25,846 shares; 2025Q1: 23,317 shares; 2025Q2: 25,763 shares; 2025Q3: 27,464 shares; 2025Q4: 27,283 shares; 2026Q1: 24,910 shares 24,910 $653K 0.14% -2,373 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: 5,793 shares; 2024Q4: 5,788 shares; 2025Q1: 6,198 shares; 2025Q2: 7,103 shares; 2025Q3: 7,114 shares; 2025Q4: 7,481 shares; 2026Q1: 8,194 shares 8,194 $652K 0.14% +713 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,619 shares; 2025Q4: 30,399 shares; 2026Q1: 26,104 shares 26,104 $643K 0.14% -4,295 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,340 shares; 2025Q1: 6,340 shares; 2025Q2: 6,340 shares; 2025Q3: 6,340 shares; 2025Q4: 6,340 shares; 2026Q1: 6,340 shares 6,340 $638K 0.14% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,014 shares; 2026Q1: 6,022 shares 6,022 $632K 0.13% -15,992 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: 6,936 shares; 2024Q4: 6,378 shares; 2025Q1: 5,238 shares; 2025Q2: 6,483 shares; 2025Q3: 6,933 shares; 2025Q4: 6,933 shares; 2026Q1: 6,356 shares 6,356 $631K 0.13% -577 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,370 shares; 2026Q1: 11,103 shares 11,103 $629K 0.13% +2,733 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares 4,725 $626K 0.13% 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: 1,293 shares; 2024Q4: 1,324 shares; 2025Q1: 1,216 shares; 2025Q2: 1,217 shares; 2025Q3: 1,218 shares; 2025Q4: 2,050 shares; 2026Q1: 1,415 shares 1,415 $603K 0.13% -635 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,355 shares; 2025Q1: 3,456 shares; 2025Q2: 3,418 shares; 2025Q3: 3,368 shares; 2025Q4: 3,328 shares; 2026Q1: 3,259 shares 3,259 $594K 0.13% -69 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: 2,235 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,105 shares; 2025Q3: 2,134 shares; 2025Q4: 2,172 shares; 2026Q1: 2,441 shares 2,441 $592K 0.13% +269 Timeline PFF 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: 19,909 shares; 2024Q4: 18,389 shares; 2025Q1: 18,499 shares; 2025Q2: 19,042 shares; 2025Q3: 19,077 shares; 2025Q4: 19,677 shares; 2026Q1: 19,450 shares 19,450 $590K 0.12% -227 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,727 shares; 2025Q1: 15,123 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares; 2025Q4: 6,937 shares; 2026Q1: 6,281 shares 6,281 $580K 0.12% -656 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,880 shares; 2025Q1: 8,555 shares; 2025Q2: 8,255 shares; 2025Q3: 8,255 shares; 2025Q4: 11,073 shares; 2026Q1: 11,173 shares 11,173 $574K 0.12% +100 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,529 shares; 2026Q1: 5,698 shares 5,698 $574K 0.12% +169 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: 282 shares; 2024Q4: 285 shares; 2025Q1: 282 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,612 shares; 2026Q1: 5,946 shares 5,946 $572K 0.12% +3,334 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,529 shares; 2024Q4: 17,537 shares; 2025Q1: 17,767 shares; 2025Q2: 17,734 shares; 2025Q3: 17,734 shares; 2025Q4: 17,680 shares; 2026Q1: 17,578 shares 17,578 $558K 0.12% -102 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 9,444 shares; 2025Q1: 8,947 shares; 2025Q2: 7,811 shares; 2025Q3: 8,034 shares; 2025Q4: 8,798 shares; 2026Q1: 9,174 shares 9,174 $556K 0.12% +376 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: 408 shares; 2025Q3: 417 shares; 2025Q4: 611 shares; 2026Q1: 637 shares 637 $556K 0.12% +26 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 4,383 shares; 2025Q3: 4,939 shares; 2025Q4: 4,949 shares; 2026Q1: 5,032 shares 5,032 $550K 0.12% +83 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,642 shares; 2024Q4: 31,272 shares; 2025Q1: 21,461 shares; 2025Q2: 21,569 shares; 2025Q3: 15,983 shares; 2025Q4: 16,434 shares; 2026Q1: 11,589 shares 11,589 $543K 0.11% -4,845 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: 3,054 shares; 2024Q4: 3,036 shares; 2025Q1: 3,189 shares; 2025Q2: 4,389 shares; 2025Q3: 4,400 shares; 2025Q4: 7,748 shares; 2026Q1: 4,668 shares 4,668 $537K 0.11% -3,080 Timeline PFFD 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: 26,849 shares; 2024Q4: 25,413 shares; 2025Q1: 26,358 shares; 2025Q2: 25,956 shares; 2025Q3: 27,791 shares; 2025Q4: 28,927 shares; 2026Q1: 29,164 shares 29,164 $537K 0.11% +237 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,136 shares; 2025Q1: 3,086 shares; 2025Q2: 2,577 shares; 2025Q3: 2,652 shares; 2025Q4: 2,769 shares; 2026Q1: 2,694 shares 2,694 $536K 0.11% -75 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 16,543 shares; 2025Q1: 15,588 shares; 2025Q2: 15,588 shares; 2025Q3: 15,588 shares; 2025Q4: 15,548 shares; 2026Q1: 15,548 shares 15,548 $528K 0.11% 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: 1,496 shares; 2024Q4: 1,445 shares; 2025Q1: 1,447 shares; 2025Q2: 1,431 shares; 2025Q3: 1,432 shares; 2025Q4: 1,802 shares; 2026Q1: 1,847 shares 1,847 $524K 0.11% +45 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,990 shares; 2024Q4: 35,422 shares; 2025Q1: 22,352 shares; 2025Q2: 20,562 shares; 2025Q3: 21,899 shares; 2025Q4: 22,001 shares; 2026Q1: 20,846 shares 20,846 $524K 0.11% -1,155 Timeline IAGG 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: 7,038 shares; 2025Q4: 9,683 shares; 2026Q1: 10,075 shares 10,075 $504K 0.11% +392 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 8,953 shares; 2025Q3: 13,234 shares; 2025Q4: 17,537 shares; 2026Q1: 16,509 shares 16,509 $504K 0.11% -1,028 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,602 shares; 2025Q3: 13,487 shares; 2025Q4: 13,770 shares; 2026Q1: 13,770 shares 13,770 $499K 0.11% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,199 shares; 2025Q2: 3,320 shares; 2025Q3: 3,112 shares; 2025Q4: 4,219 shares; 2026Q1: 4,322 shares 4,322 $485K 0.1% +103 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,335 shares; 2025Q4: 13,612 shares; 2026Q1: 14,583 shares 14,583 $481K 0.1% +971 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,757 shares; 2026Q1: 1,772 shares 1,772 $480K 0.1% +15 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,027 shares; 2026Q1: 3,082 shares 3,082 $479K 0.1% +55 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,757 shares 14,757 $474K 0.1% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 106 shares; 2026Q1: 111 shares 111 $467K 0.1% +5 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: 1,537 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,021 shares; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 2,370 shares 2,370 $460K 0.1% +108 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,078 shares; 2025Q4: 15,016 shares; 2026Q1: 16,245 shares 16,245 $454K 0.1% +1,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,501 shares; 2025Q3: 2,983 shares; 2025Q4: 3,644 shares; 2026Q1: 4,111 shares 4,111 $448K 0.09% +467 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: 2,058 shares; 2024Q4: 2,068 shares; 2025Q1: 1,937 shares; 2025Q2: 1,945 shares; 2025Q3: 1,954 shares; 2025Q4: 2,886 shares; 2026Q1: 2,061 shares 2,061 $440K 0.09% -825 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 11,452 shares; 2025Q1: 10,808 shares; 2025Q2: 11,238 shares; 2025Q3: 9,101 shares; 2025Q4: 9,091 shares; 2026Q1: 9,341 shares 9,341 $426K 0.09% +250 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: not reported; 2025Q4: 905 shares; 2026Q1: 1,230 shares 1,230 $425K 0.09% +325 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,137 shares 6,137 $420K 0.09% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 16,926 shares; 2025Q1: 17,017 shares; 2025Q2: not reported; 2025Q3: 8,184 shares; 2025Q4: 11,879 shares; 2026Q1: 12,124 shares 12,124 $417K 0.09% +245 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: 5,013 shares; 2024Q4: 4,975 shares; 2025Q1: 4,746 shares; 2025Q2: 4,636 shares; 2025Q3: 4,704 shares; 2025Q4: 4,669 shares; 2026Q1: 4,304 shares 4,304 $415K 0.09% -365 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,910 shares; 2026Q1: 1,014 shares 1,014 $413K 0.09% -1,896 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 24,168 shares; 2025Q4: 24,239 shares; 2026Q1: 25,079 shares 25,079 $412K 0.09% +840 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,083 shares; 2026Q1: 4,973 shares 4,973 $408K 0.09% -110 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 537 shares; 2025Q1: 538 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 659 shares; 2026Q1: 670 shares 670 $405K 0.09% +11 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 2,439 shares 2,439 $403K 0.09% +228 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 10,970 shares; 2025Q1: 10,894 shares; 2025Q2: 10,894 shares; 2025Q3: 12,894 shares; 2025Q4: 12,719 shares; 2026Q1: 12,719 shares 12,719 $402K 0.09% 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: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 3,505 shares; 2025Q2: 4,873 shares; 2025Q3: 5,902 shares; 2025Q4: 5,902 shares; 2026Q1: 3,752 shares 3,752 $398K 0.08% -2,150 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: 3,338 shares; 2024Q4: 2,827 shares; 2025Q1: 2,556 shares; 2025Q2: 2,721 shares; 2025Q3: 1,816 shares; 2025Q4: 1,830 shares; 2026Q1: 2,073 shares 2,073 $398K 0.08% +243 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,285 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares 3,530 $396K 0.08% 0 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,696 shares; 2024Q4: 10,817 shares; 2025Q1: 10,330 shares; 2025Q2: 6,765 shares; 2025Q3: 11,857 shares; 2025Q4: 12,243 shares; 2026Q1: 10,685 shares 10,685 $392K 0.08% -1,558 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 4,085 shares; 2026Q1: 4,200 shares 4,200 $387K 0.08% +115 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares; 2026Q1: 1,888 shares 1,888 $384K 0.08% +325 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 8,511 shares; 2025Q3: 9,560 shares; 2025Q4: 10,308 shares; 2026Q1: 10,307 shares 10,307 $370K 0.08% -1 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: 583 shares; 2024Q4: 574 shares; 2025Q1: 565 shares; 2025Q2: 526 shares; 2025Q3: 533 shares; 2025Q4: 619 shares; 2026Q1: 733 shares 733 $366K 0.08% +114 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: 1,569 shares; 2024Q4: 1,167 shares; 2025Q1: 1,155 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 1,750 shares; 2026Q1: 1,614 shares 1,614 $365K 0.08% -136 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 653 shares; 2026Q1: 662 shares 662 $363K 0.08% +9 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 3,976 shares; 2025Q1: 4,792 shares; 2025Q2: 3,662 shares; 2025Q3: 3,601 shares; 2025Q4: 5,629 shares; 2026Q1: 5,798 shares 5,798 $363K 0.08% +169 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 4,492 shares 4,492 $362K 0.08% +742 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 10,185 shares; 2025Q3: 11,836 shares; 2025Q4: 9,623 shares; 2026Q1: 9,398 shares 9,398 $361K 0.08% -225 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,478 shares; 2025Q2: 39,606 shares; 2025Q3: 39,606 shares; 2025Q4: 39,481 shares; 2026Q1: 40,481 shares 40,481 $353K 0.07% +1,000 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 6,800 shares; 2025Q1: 9,778 shares; 2025Q2: 10,224 shares; 2025Q3: 8,771 shares; 2025Q4: 9,409 shares; 2026Q1: 6,948 shares 6,948 $343K 0.07% -2,461 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,358 shares 2,358 $341K 0.07% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,117 shares; 2025Q3: 15,097 shares; 2025Q4: 16,899 shares; 2026Q1: 6,213 shares 6,213 $339K 0.07% -10,686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 960 shares 960 $338K 0.07% +277 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 341 shares 341 $334K 0.07% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,327 shares; 2025Q3: 12,395 shares; 2025Q4: 12,180 shares; 2026Q1: 11,830 shares 11,830 $321K 0.07% -350 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,939 shares; 2024Q4: 23,505 shares; 2025Q1: 23,505 shares; 2025Q2: 23,474 shares; 2025Q3: 23,474 shares; 2025Q4: 23,506 shares; 2026Q1: 23,682 shares 23,682 $320K 0.07% +176 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,371 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,843 shares; 2026Q1: 1,831 shares 1,831 $312K 0.07% -12 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 419 shares; 2026Q1: 457 shares 457 $312K 0.07% +38 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,621 shares; 2025Q1: 9,469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,854 shares; 2026Q1: 7,905 shares 7,905 $308K 0.07% +51 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,137 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,682 shares; 2026Q1: 1,760 shares 1,760 $307K 0.07% +78 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,125 shares; 2025Q1: 7,973 shares; 2025Q2: 8,088 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,112 shares 3,112 $306K 0.06% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,059 shares; 2026Q1: 4,162 shares 4,162 $301K 0.06% +103 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 3,000 shares; 2025Q3: not reported; 2025Q4: 5,542 shares; 2026Q1: 5,845 shares 5,845 $296K 0.06% +303 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 585 shares 585 $290K 0.06% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,757 shares; 2026Q1: 2,625 shares 2,625 $288K 0.06% -6,132 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,500 shares; 2024Q4: 42,270 shares; 2025Q1: 42,770 shares; 2025Q2: 44,270 shares; 2025Q3: 44,270 shares; 2025Q4: 44,960 shares; 2026Q1: 50,960 shares 50,960 $283K 0.06% +6,000 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares 7,550 $277K 0.06% 0 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 8,391 shares; 2025Q2: 9,828 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares; 2026Q1: 10,778 shares 10,778 $277K 0.06% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,877 shares 3,877 $275K 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,273 shares; 2025Q1: 1,374 shares; 2025Q2: 1,165 shares; 2025Q3: 1,026 shares; 2025Q4: 2,127 shares; 2026Q1: 2,062 shares 2,062 $274K 0.06% -65 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,270 shares; 2025Q1: not reported; 2025Q2: 5,270 shares; 2025Q3: 5,270 shares; 2025Q4: 5,270 shares; 2026Q1: 5,270 shares 5,270 $273K 0.06% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 21,620 shares; 2026Q1: 23,770 shares 23,770 $267K 0.06% +2,150 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,952 shares 1,952 $264K 0.06% +27 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: 4,225 shares; 2025Q2: 4,230 shares; 2025Q3: 3,855 shares; 2025Q4: 4,093 shares; 2026Q1: 4,229 shares 4,229 $261K 0.06% +136 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,940 shares; 2026Q1: 4,000 shares 4,000 $258K 0.05% +60 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,341 shares; 2026Q1: 3,752 shares 3,752 $256K 0.05% +411 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,196 shares; 2025Q1: 2,805 shares; 2025Q2: 2,696 shares; 2025Q3: 1,058 shares; 2025Q4: not reported; 2026Q1: 1,402 shares 1,402 $254K 0.05% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 847 shares; 2025Q1: 844 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 698 shares 698 $249K 0.05% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 224 shares 224 $244K 0.05% +3 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,196 shares 1,196 $244K 0.05% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares 1,156 $242K 0.05% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 1,927 shares; 2026Q1: 2,444 shares 2,444 $241K 0.05% +517 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,586 shares; 2026Q1: 4,710 shares 4,710 $239K 0.05% -876 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 18,105 shares; 2025Q1: 18,105 shares; 2025Q2: 18,105 shares; 2025Q3: 18,105 shares; 2025Q4: 18,105 shares; 2026Q1: 18,105 shares 18,105 $238K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,263 shares 1,263 $236K 0.05% -432 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,050 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,107 shares; 2026Q1: 4,162 shares 4,162 $234K 0.05% +55 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,616 shares 5,616 $231K 0.05% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 4,810 shares; 2025Q1: 4,809 shares; 2025Q2: not reported; 2025Q3: 3,966 shares; 2025Q4: 3,921 shares; 2026Q1: 3,880 shares 3,880 $230K 0.05% -41 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,143 shares 3,143 $228K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,099 shares 9,099 $227K 0.05% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,882 shares; 2024Q4: 5,418 shares; 2025Q1: 5,267 shares; 2025Q2: 4,998 shares; 2025Q3: not reported; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares 4,775 $224K 0.05% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 7,459 shares; 2025Q4: 5,787 shares; 2026Q1: 5,797 shares 5,797 $223K 0.05% +10 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,383 shares 1,383 $221K 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,623 shares 4,623 $217K 0.05% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 4,033 shares; 2025Q1: 3,385 shares; 2025Q2: 3,386 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares; 2026Q1: 2,873 shares 2,873 $217K 0.05% -515 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 716 shares 716 $217K 0.05% +152 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,289 shares; 2025Q3: 2,397 shares; 2025Q4: 2,411 shares; 2026Q1: 2,320 shares 2,320 $215K 0.05% -91 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 680 shares; 2025Q4: 847 shares; 2026Q1: 770 shares 770 $215K 0.05% -77 Timeline MOAT 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: 2,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,204 shares; 2026Q1: 2,198 shares 2,198 $213K 0.04% -6 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,565 shares 1,565 $211K 0.04% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,021 shares 5,021 $209K 0.04% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,137 shares; 2026Q1: 8,151 shares 8,151 $209K 0.04% +14 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,893 shares 1,893 $205K 0.04% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,109 shares; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 2,980 shares; 2026Q1: 1,733 shares 1,733 $205K 0.04% -1,247 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,023 shares; 2025Q1: 3,990 shares; 2025Q2: 3,415 shares; 2025Q3: 3,418 shares; 2025Q4: 3,099 shares; 2026Q1: 2,182 shares 2,182 $204K 0.04% -917 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 17,089 shares; 2025Q1: 17,107 shares; 2025Q2: 14,706 shares; 2025Q3: 14,725 shares; 2025Q4: 14,764 shares; 2026Q1: 9,823 shares 9,823 $204K 0.04% -4,941 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,109 shares; 2025Q2: 20,109 shares; 2025Q3: 20,109 shares; 2025Q4: 20,063 shares; 2026Q1: 20,063 shares 20,063 $196K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,893 shares; 2024Q4: 26,910 shares; 2025Q1: 26,155 shares; 2025Q2: 18,787 shares; 2025Q3: 21,320 shares; 2025Q4: 16,493 shares; 2026Q1: 16,684 shares 16,684 $193K 0.04% +191 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 12,358 shares; 2025Q1: 12,358 shares; 2025Q2: 12,358 shares; 2025Q3: 12,358 shares; 2025Q4: 12,358 shares; 2026Q1: 10,403 shares 10,403 $162K 0.03% -1,955 Timeline EQS EQUUS TOTAL RETURN INC More: the full row for EQUUS TOTAL RETURN 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: 16,666 shares; 2025Q4: 21,666 shares; 2026Q1: 21,666 shares 21,666 $39.9K 0.01% 0 Timeline