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: 501,642 shares; 2024Q4: 611,106 shares; 2025Q1: 754,019 shares; 2025Q2: 650,245 shares; 2025Q3: 670,519 shares; 2025Q4: 720,637 shares; 2026Q1: 759,045 shares 759,045 $244M 18.21% +38,408 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: 1,237,825 shares; 2024Q4: 980,244 shares; 2025Q1: 1,060,174 shares; 2025Q2: 908,809 shares; 2025Q3: 894,844 shares; 2025Q4: 905,147 shares; 2026Q1: 944,513 shares 944,513 $72.3M 5.41% +39,366 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: 999,917 shares; 2024Q4: 1,025,936 shares; 2025Q1: 1,111,862 shares; 2025Q2: 1,061,276 shares; 2025Q3: 1,134,706 shares; 2025Q4: 1,208,835 shares; 2026Q1: 1,210,409 shares 1,210,409 $60.6M 4.53% +1,574 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: 887,605 shares; 2024Q4: 964,963 shares; 2025Q1: 1,082,614 shares; 2025Q2: 1,029,052 shares; 2025Q3: 1,103,699 shares; 2025Q4: 1,157,721 shares; 2026Q1: 1,159,813 shares 1,159,813 $58.7M 4.39% +2,092 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580,092 shares; 2024Q4: 1,552,616 shares; 2025Q1: 1,900,110 shares; 2025Q2: 1,372,477 shares; 2025Q3: 1,401,339 shares; 2025Q4: 1,523,011 shares; 2026Q1: 988,476 shares 988,476 $55.9M 4.18% -534,535 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: 2,313,637 shares; 2024Q4: 2,055,356 shares; 2025Q1: 2,282,866 shares; 2025Q2: 1,735,980 shares; 2025Q3: 1,804,326 shares; 2025Q4: 2,108,406 shares; 2026Q1: 2,110,566 shares 2,110,566 $54.1M 4.04% +2,160 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925,498 shares; 2024Q4: 1,203,751 shares; 2025Q1: 1,325,007 shares; 2025Q2: 1,240,838 shares; 2025Q3: 1,292,543 shares; 2025Q4: 1,326,814 shares; 2026Q1: 1,323,626 shares 1,323,626 $45M 3.36% -3,188 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: 350,680 shares; 2024Q4: 470,599 shares; 2025Q1: 528,114 shares; 2025Q2: 491,534 shares; 2025Q3: 515,084 shares; 2025Q4: 537,175 shares; 2026Q1: 541,563 shares 541,563 $41.8M 3.12% +4,388 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,416 shares; 2024Q4: 406,042 shares; 2025Q1: 473,142 shares; 2025Q2: 405,132 shares; 2025Q3: 413,575 shares; 2025Q4: 444,914 shares; 2026Q1: 456,136 shares 456,136 $36.1M 2.7% +11,222 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,838 shares; 2024Q4: 366,039 shares; 2025Q1: 405,785 shares; 2025Q2: 413,539 shares; 2025Q3: 449,260 shares; 2025Q4: 475,245 shares; 2026Q1: 484,880 shares 484,880 $35.7M 2.67% +9,635 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,692 shares; 2024Q4: 230,386 shares; 2025Q1: 298,028 shares; 2025Q2: 290,437 shares; 2025Q3: 298,783 shares; 2025Q4: 306,475 shares; 2026Q1: 285,372 shares 285,372 $31.5M 2.36% -21,103 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,550 shares; 2025Q1: 9,550 shares; 2025Q2: 9,590 shares; 2025Q3: 9,614 shares; 2025Q4: 9,650 shares; 2026Q1: 390,672 shares 390,672 $31.5M 2.36% +381,022 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,709 shares; 2024Q4: 320,534 shares; 2025Q1: 353,903 shares; 2025Q2: 322,805 shares; 2025Q3: 306,355 shares; 2025Q4: 309,473 shares; 2026Q1: 296,722 shares 296,722 $30.2M 2.26% -12,751 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: 697,369 shares; 2024Q4: 662,340 shares; 2025Q1: 765,959 shares; 2025Q2: 494,549 shares; 2025Q3: 497,612 shares; 2025Q4: 606,636 shares; 2026Q1: 605,577 shares 605,577 $27.6M 2.07% -1,059 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618,905 shares; 2024Q4: 618,349 shares; 2025Q1: 637,671 shares; 2025Q2: 591,946 shares; 2025Q3: 595,041 shares; 2025Q4: 607,176 shares; 2026Q1: 600,399 shares 600,399 $23.3M 1.74% -6,777 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: 39,495 shares; 2024Q4: 39,514 shares; 2025Q1: 45,120 shares; 2025Q2: 40,510 shares; 2025Q3: 40,045 shares; 2025Q4: 39,941 shares; 2026Q1: 40,315 shares 40,315 $19.3M 1.44% +374 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: 18,153 shares; 2024Q4: 20,552 shares; 2025Q1: 24,473 shares; 2025Q2: 23,822 shares; 2025Q3: 25,303 shares; 2025Q4: 27,892 shares; 2026Q1: 29,690 shares 29,690 $17.7M 1.33% +1,798 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,076 shares; 2024Q4: 66,011 shares; 2025Q1: 84,728 shares; 2025Q2: 72,439 shares; 2025Q3: 75,311 shares; 2025Q4: 79,917 shares; 2026Q1: 84,225 shares 84,225 $17.3M 1.3% +4,308 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: 432,052 shares; 2024Q4: 390,138 shares; 2025Q1: 449,585 shares; 2025Q2: 302,356 shares; 2025Q3: 296,056 shares; 2025Q4: 364,939 shares; 2026Q1: 367,377 shares 367,377 $17.2M 1.29% +2,438 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,663 shares; 2024Q4: 67,046 shares; 2025Q1: 89,036 shares; 2025Q2: 54,502 shares; 2025Q3: 53,671 shares; 2025Q4: 69,291 shares; 2026Q1: 67,637 shares 67,637 $17.2M 1.28% -1,654 Timeline TSPA 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: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 100 shares; 2025Q3: 26,218 shares; 2025Q4: 174,154 shares; 2026Q1: 339,094 shares 339,094 $13.9M 1.04% +164,940 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: 87,720 shares; 2024Q4: 86,526 shares; 2025Q1: 93,739 shares; 2025Q2: 78,245 shares; 2025Q3: 78,576 shares; 2025Q4: 88,689 shares; 2026Q1: 92,306 shares 92,306 $13.3M 1% +3,617 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,088 shares; 2024Q4: 83,490 shares; 2025Q1: 99,508 shares; 2025Q2: 79,150 shares; 2025Q3: 81,478 shares; 2025Q4: 85,740 shares; 2026Q1: 85,655 shares 85,655 $12.5M 0.93% -85 Timeline JIVE 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: 100 shares; 2025Q3: 21,000 shares; 2025Q4: 139,310 shares; 2026Q1: 138,476 shares 138,476 $11.9M 0.89% -834 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: 25,689 shares; 2024Q4: 25,415 shares; 2025Q1: 30,352 shares; 2025Q2: 24,593 shares; 2025Q3: 24,719 shares; 2025Q4: 24,317 shares; 2026Q1: 23,775 shares 23,775 $10.4M 0.78% -542 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: 144,042 shares; 2024Q4: 154,246 shares; 2025Q1: 179,345 shares; 2025Q2: 115,463 shares; 2025Q3: 117,090 shares; 2025Q4: 139,344 shares; 2026Q1: 135,365 shares 135,365 $10.1M 0.75% -3,979 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,971 shares; 2024Q4: 104,003 shares; 2025Q1: 162,095 shares; 2025Q2: 57,839 shares; 2025Q3: 55,079 shares; 2025Q4: 106,587 shares; 2026Q1: 104,203 shares 104,203 $9.86M 0.74% -2,384 Timeline GWX 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: 407,480 shares; 2024Q4: 330,232 shares; 2025Q1: 342,048 shares; 2025Q2: 203,448 shares; 2025Q3: 191,596 shares; 2025Q4: 237,691 shares; 2026Q1: 228,502 shares 228,502 $9.65M 0.72% -9,189 Timeline AIRR 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: 10,408 shares; 2024Q4: 57,759 shares; 2025Q1: 120,006 shares; 2025Q2: 11,279 shares; 2025Q3: 14,482 shares; 2025Q4: 99,184 shares; 2026Q1: 86,740 shares 86,740 $9.61M 0.72% -12,444 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: not reported; 2024Q4: 221,370 shares; 2025Q1: 467,100 shares; 2025Q2: 58,177 shares; 2025Q3: 107,397 shares; 2025Q4: 634,931 shares; 2026Q1: 320,920 shares 320,920 $9.35M 0.7% -314,011 Timeline JCPB 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: 135,421 shares; 2024Q4: 154,718 shares; 2025Q1: 342,893 shares; 2025Q2: 33,726 shares; 2025Q3: 44,226 shares; 2025Q4: 259,871 shares; 2026Q1: 187,582 shares 187,582 $8.83M 0.66% -72,289 Timeline JPIE 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: 6,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,871 shares; 2026Q1: 188,897 shares 188,897 $8.7M 0.65% +184,026 Timeline RDVY 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: 94,719 shares; 2024Q4: 96,225 shares; 2025Q1: 195,077 shares; 2025Q2: 22,020 shares; 2025Q3: 27,178 shares; 2025Q4: 152,180 shares; 2026Q1: 125,922 shares 125,922 $8.6M 0.64% -26,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares; 2026Q1: 220,395 shares 220,395 $8.08M 0.6% +219,389 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,428 shares; 2024Q4: 23,284 shares; 2025Q1: 48,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,396 shares; 2026Q1: 23,768 shares 23,768 $7.1M 0.53% +1,372 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 143,984 shares 143,984 $6.68M 0.5% new Timeline EWX 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: 150,820 shares; 2024Q4: 118,209 shares; 2025Q1: 130,584 shares; 2025Q2: 83,731 shares; 2025Q3: 79,067 shares; 2025Q4: 101,034 shares; 2026Q1: 99,982 shares 99,982 $6.61M 0.49% -1,052 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,463 shares; 2024Q4: 204,629 shares; 2025Q1: 167,825 shares; 2025Q2: 145,243 shares; 2025Q3: 137,847 shares; 2025Q4: 133,699 shares; 2026Q1: 124,646 shares 124,646 $6.58M 0.49% -9,053 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,044 shares; 2024Q4: 39,995 shares; 2025Q1: 39,448 shares; 2025Q2: 38,337 shares; 2025Q3: 38,008 shares; 2025Q4: 39,948 shares; 2026Q1: 39,075 shares 39,075 $5.81M 0.43% -873 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: 28,662 shares; 2024Q4: 29,092 shares; 2025Q1: 35,641 shares; 2025Q2: 30,558 shares; 2025Q3: 29,991 shares; 2025Q4: 29,476 shares; 2026Q1: 29,381 shares 29,381 $5.76M 0.43% -95 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,862 shares; 2024Q4: 481,596 shares; 2025Q1: 882,284 shares; 2025Q2: 126,346 shares; 2025Q3: 126,993 shares; 2025Q4: 653,002 shares; 2026Q1: 544,162 shares 544,162 $5.6M 0.42% -108,840 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: 24,440 shares; 2024Q4: 24,323 shares; 2025Q1: 29,654 shares; 2025Q2: 22,192 shares; 2025Q3: 21,761 shares; 2025Q4: 26,372 shares; 2026Q1: 25,445 shares 25,445 $5.3M 0.4% -927 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: 68,983 shares; 2024Q4: 72,112 shares; 2025Q1: 103,970 shares; 2025Q2: 80,800 shares; 2025Q3: 87,221 shares; 2025Q4: 85,046 shares; 2026Q1: 88,570 shares 88,570 $5.02M 0.38% +3,524 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: 35,360 shares; 2024Q4: 38,019 shares; 2025Q1: 40,161 shares; 2025Q2: 35,135 shares; 2025Q3: 34,533 shares; 2025Q4: 38,346 shares; 2026Q1: 42,408 shares 42,408 $4.91M 0.37% +4,062 Timeline SPSB 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: 140,392 shares; 2024Q4: 141,501 shares; 2025Q1: 252,840 shares; 2025Q2: 7,618 shares; 2025Q3: 7,294 shares; 2025Q4: 151,271 shares; 2026Q1: 150,512 shares 150,512 $4.53M 0.34% -759 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: 26,132 shares; 2024Q4: 26,836 shares; 2025Q1: 33,187 shares; 2025Q2: 26,839 shares; 2025Q3: 27,475 shares; 2025Q4: 25,841 shares; 2026Q1: 25,618 shares 25,618 $4.47M 0.33% -223 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,022 shares; 2025Q1: 7,757 shares; 2025Q2: 6,617 shares; 2025Q3: 6,515 shares; 2025Q4: 6,425 shares; 2026Q1: 6,401 shares 6,401 $4.47M 0.33% -24 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 3,079 shares; 2025Q1: 5,150 shares; 2025Q2: 4,125 shares; 2025Q3: 4,542 shares; 2025Q4: 6,186 shares; 2026Q1: 26,502 shares 26,502 $4.34M 0.32% +20,316 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,309 shares; 2025Q1: 17,822 shares; 2025Q2: 17,395 shares; 2025Q3: 17,370 shares; 2025Q4: 17,371 shares; 2026Q1: 17,666 shares 17,666 $4.28M 0.32% +295 Timeline IBND 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: 129,526 shares; 2024Q4: 135,864 shares; 2025Q1: 241,798 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,201 shares; 2026Q1: 136,901 shares 136,901 $4.25M 0.32% +1,700 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: 25,759 shares; 2024Q4: 25,727 shares; 2025Q1: 25,766 shares; 2025Q2: 25,956 shares; 2025Q3: 26,947 shares; 2025Q4: 26,072 shares; 2026Q1: 25,925 shares 25,925 $3.69M 0.28% -147 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: 18,254 shares; 2024Q4: 22,097 shares; 2025Q1: 27,373 shares; 2025Q2: 24,277 shares; 2025Q3: 25,126 shares; 2025Q4: 25,115 shares; 2026Q1: 24,897 shares 24,897 $3.64M 0.27% -218 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: 5,894 shares; 2024Q4: 5,958 shares; 2025Q1: 8,535 shares; 2025Q2: 6,185 shares; 2025Q3: 6,435 shares; 2025Q4: 6,391 shares; 2026Q1: 6,225 shares 6,225 $3.59M 0.27% -166 Timeline TDIV 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: 9,845 shares; 2024Q4: 9,565 shares; 2025Q1: 17,239 shares; 2025Q2: 428 shares; 2025Q3: 380 shares; 2025Q4: 5,415 shares; 2026Q1: 37,038 shares 37,038 $3.47M 0.26% +31,623 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: 43,927 shares; 2024Q4: 49,152 shares; 2025Q1: 49,563 shares; 2025Q2: 49,759 shares; 2025Q3: 52,672 shares; 2025Q4: 49,754 shares; 2026Q1: 52,762 shares 52,762 $3.38M 0.25% +3,008 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,069 shares; 2024Q4: 34,872 shares; 2025Q1: 46,307 shares; 2025Q2: 26,383 shares; 2025Q3: 26,300 shares; 2025Q4: 37,488 shares; 2026Q1: 34,271 shares 34,271 $3.36M 0.25% -3,217 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 11,612 shares; 2025Q1: 12,933 shares; 2025Q2: 12,473 shares; 2025Q3: 12,703 shares; 2025Q4: 12,449 shares; 2026Q1: 12,741 shares 12,741 $3.34M 0.25% +292 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: 23,462 shares; 2024Q4: 26,996 shares; 2025Q1: 27,303 shares; 2025Q2: 27,186 shares; 2025Q3: 29,305 shares; 2025Q4: 30,116 shares; 2026Q1: 30,390 shares 30,390 $3.22M 0.24% +274 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: 7,544 shares; 2024Q4: 7,118 shares; 2025Q1: 9,045 shares; 2025Q2: 6,607 shares; 2025Q3: 6,364 shares; 2025Q4: 7,602 shares; 2026Q1: 8,425 shares 8,425 $3.12M 0.23% +823 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 10,756 shares; 2025Q1: 13,484 shares; 2025Q2: 12,392 shares; 2025Q3: 12,452 shares; 2025Q4: 12,581 shares; 2026Q1: 12,543 shares 12,543 $2.82M 0.21% -38 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: 8,811 shares; 2024Q4: 8,410 shares; 2025Q1: 8,539 shares; 2025Q2: 9,255 shares; 2025Q3: 9,172 shares; 2025Q4: 9,315 shares; 2026Q1: 9,284 shares 9,284 $2.73M 0.2% -31 Timeline VCR 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: 8,825 shares; 2024Q4: 8,249 shares; 2025Q1: 9,990 shares; 2025Q2: 7,872 shares; 2025Q3: 7,872 shares; 2025Q4: 7,652 shares; 2026Q1: 7,526 shares 7,526 $2.7M 0.2% -126 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,152 shares; 2024Q4: 19,199 shares; 2025Q1: 28,996 shares; 2025Q2: 13,932 shares; 2025Q3: 13,575 shares; 2025Q4: 21,266 shares; 2026Q1: 20,481 shares 20,481 $2.55M 0.19% -785 Timeline JTEK 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: not reported; 2026Q1: 31,281 shares 31,281 $2.49M 0.19% new Timeline FDD 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: 4,816 shares; 2026Q1: 136,504 shares 136,504 $2.43M 0.18% +131,688 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,653 shares; 2025Q1: 6,699 shares; 2025Q2: 6,512 shares; 2025Q3: 6,786 shares; 2025Q4: 6,123 shares; 2026Q1: 6,596 shares 6,596 $2.42M 0.18% +473 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: 12,294 shares; 2024Q4: 13,483 shares; 2025Q1: 13,468 shares; 2025Q2: 12,713 shares; 2025Q3: 13,527 shares; 2025Q4: 12,785 shares; 2026Q1: 16,155 shares 16,155 $2.39M 0.18% +3,370 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: 28,590 shares; 2024Q4: 28,416 shares; 2025Q1: 29,836 shares; 2025Q2: 28,181 shares; 2025Q3: 28,289 shares; 2025Q4: 28,443 shares; 2026Q1: 29,933 shares 29,933 $2.38M 0.18% +1,490 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,849 shares; 2025Q1: 8,669 shares; 2025Q2: 7,929 shares; 2025Q3: 8,044 shares; 2025Q4: 7,854 shares; 2026Q1: 8,021 shares 8,021 $2.3M 0.17% +167 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS 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: 36,931 shares; 2025Q3: 49,785 shares; 2025Q4: 124,460 shares; 2026Q1: 229,958 shares 229,958 $2.27M 0.17% +105,498 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,567 shares; 2024Q4: 92,081 shares; 2025Q1: 192,932 shares; 2025Q2: 16,438 shares; 2025Q3: 21,040 shares; 2025Q4: 144,817 shares; 2026Q1: 33,829 shares 33,829 $2.07M 0.16% -110,988 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: 4,809 shares; 2024Q4: 4,814 shares; 2025Q1: 5,466 shares; 2025Q2: 5,291 shares; 2025Q3: 5,038 shares; 2025Q4: 5,124 shares; 2026Q1: 6,083 shares 6,083 $1.89M 0.14% +959 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: 10,893 shares; 2024Q4: 20,952 shares; 2025Q1: 24,458 shares; 2025Q2: 25,071 shares; 2025Q3: 26,315 shares; 2025Q4: 26,626 shares; 2026Q1: 26,791 shares 26,791 $1.83M 0.14% +165 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: 28,655 shares; 2024Q4: 31,261 shares; 2025Q1: 30,538 shares; 2025Q2: 30,411 shares; 2025Q3: 31,200 shares; 2025Q4: 30,439 shares; 2026Q1: 32,901 shares 32,901 $1.78M 0.13% +2,462 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: 1,295 shares; 2024Q4: 2,443 shares; 2025Q1: 2,864 shares; 2025Q2: 2,891 shares; 2025Q3: 3,034 shares; 2025Q4: 3,627 shares; 2026Q1: 3,790 shares 3,790 $1.63M 0.12% +163 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: 6,782 shares; 2024Q4: 6,706 shares; 2025Q1: 6,176 shares; 2025Q2: 5,935 shares; 2025Q3: 5,987 shares; 2025Q4: 6,014 shares; 2026Q1: 6,157 shares 6,157 $1.5M 0.11% +143 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: 2,227 shares; 2024Q4: 2,241 shares; 2025Q1: 2,437 shares; 2025Q2: 2,264 shares; 2025Q3: 2,296 shares; 2025Q4: 2,308 shares; 2026Q1: 2,292 shares 2,292 $1.49M 0.11% -16 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: 13,508 shares; 2024Q4: 15,317 shares; 2025Q1: 15,503 shares; 2025Q2: 17,504 shares; 2025Q3: 19,224 shares; 2025Q4: 19,978 shares; 2026Q1: 23,832 shares 23,832 $1.46M 0.11% +3,854 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 10,370 shares; 2025Q1: 10,364 shares; 2025Q2: 10,399 shares; 2025Q3: 10,463 shares; 2025Q4: 10,515 shares; 2026Q1: 10,306 shares 10,306 $1.44M 0.11% -209 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: 4,113 shares; 2024Q4: 4,115 shares; 2025Q1: 5,479 shares; 2025Q2: 4,014 shares; 2025Q3: 3,550 shares; 2025Q4: 4,868 shares; 2026Q1: 4,963 shares 4,963 $1.43M 0.11% +95 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: 3,888 shares; 2024Q4: 3,052 shares; 2025Q1: 3,941 shares; 2025Q2: 3,590 shares; 2025Q3: 3,594 shares; 2025Q4: 3,673 shares; 2026Q1: 3,683 shares 3,683 $1.37M 0.1% +10 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,820 shares; 2024Q4: 48,875 shares; 2025Q1: 92,774 shares; 2025Q2: 10,927 shares; 2025Q3: 26,364 shares; 2025Q4: 135,654 shares; 2026Q1: 39,126 shares 39,126 $1.32M 0.1% -96,528 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,734 shares; 2024Q4: 14,643 shares; 2025Q1: 14,274 shares; 2025Q2: 14,424 shares; 2025Q3: 15,092 shares; 2025Q4: 15,258 shares; 2026Q1: 16,250 shares 16,250 $1.29M 0.1% +992 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: 3,963 shares; 2024Q4: 4,339 shares; 2025Q1: 4,744 shares; 2025Q2: 7,702 shares; 2025Q3: 9,104 shares; 2025Q4: 12,358 shares; 2026Q1: 12,931 shares 12,931 $1.27M 0.1% +573 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,224 shares; 2025Q1: 6,032 shares; 2025Q2: 4,604 shares; 2025Q3: 4,529 shares; 2025Q4: 4,512 shares; 2026Q1: 4,658 shares 4,658 $1.27M 0.09% +146 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: 29,538 shares; 2024Q4: 30,738 shares; 2025Q1: 30,461 shares; 2025Q2: 30,239 shares; 2025Q3: 30,299 shares; 2025Q4: 33,871 shares; 2026Q1: 42,252 shares 42,252 $1.22M 0.09% +8,381 Timeline TFLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,070 shares; 2026Q1: 23,888 shares 23,888 $1.2M 0.09% -10,182 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,952 shares; 2024Q4: 8,892 shares; 2025Q1: 11,239 shares; 2025Q2: 8,489 shares; 2025Q3: 7,994 shares; 2025Q4: 8,491 shares; 2026Q1: 8,084 shares 8,084 $1.19M 0.09% -407 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,059 shares; 2025Q2: 26,602 shares; 2025Q3: 28,796 shares; 2025Q4: 23,499 shares; 2026Q1: 23,613 shares 23,613 $1.16M 0.09% +114 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 15,746 shares; 2025Q1: 15,592 shares; 2025Q2: 15,955 shares; 2025Q3: 17,094 shares; 2025Q4: 17,830 shares; 2026Q1: 19,381 shares 19,381 $1.13M 0.08% +1,551 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,888 shares; 2025Q1: 5,707 shares; 2025Q2: 5,126 shares; 2025Q3: 5,129 shares; 2025Q4: 5,307 shares; 2026Q1: 5,461 shares 5,461 $1.05M 0.08% +154 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,403 shares; 2025Q1: 3,019 shares; 2025Q2: 2,288 shares; 2025Q3: 2,443 shares; 2025Q4: 2,865 shares; 2026Q1: 3,139 shares 3,139 $1.03M 0.08% +274 Timeline SDVY 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: 188,079 shares; 2024Q4: 202,754 shares; 2025Q1: 423,353 shares; 2025Q2: 48,337 shares; 2025Q3: 7,366 shares; 2025Q4: 37,424 shares; 2026Q1: 25,593 shares 25,593 $1.01M 0.08% -11,831 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,474 shares; 2025Q1: 3,042 shares; 2025Q2: 2,375 shares; 2025Q3: 2,647 shares; 2025Q4: 2,550 shares; 2026Q1: 3,162 shares 3,162 $987K 0.07% +612 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: 4,655 shares; 2024Q4: 4,555 shares; 2025Q1: 4,538 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,623 shares 4,623 $976K 0.07% +185 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 12,810 shares; 2025Q1: 13,092 shares; 2025Q2: 13,441 shares; 2025Q3: 14,905 shares; 2025Q4: 17,527 shares; 2026Q1: 19,345 shares 19,345 $966K 0.07% +1,818 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: 6,045 shares; 2024Q4: 5,533 shares; 2025Q1: 5,517 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,304 shares; 2026Q1: 5,304 shares 5,304 $962K 0.07% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 3,232 shares; 2025Q1: 4,234 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,128 shares; 2026Q1: 3,147 shares 3,147 $951K 0.07% +19 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: 18,150 shares; 2024Q4: 19,825 shares; 2025Q1: 20,382 shares; 2025Q2: 20,137 shares; 2025Q3: 20,532 shares; 2025Q4: 18,323 shares; 2026Q1: 19,197 shares 19,197 $948K 0.07% +874 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: 1,925 shares; 2024Q4: 1,913 shares; 2025Q1: 2,734 shares; 2025Q2: 1,701 shares; 2025Q3: 1,691 shares; 2025Q4: 1,917 shares; 2026Q1: 1,649 shares 1,649 $943K 0.07% -268 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: 6,840 shares; 2024Q4: 6,916 shares; 2025Q1: 10,364 shares; 2025Q2: 6,001 shares; 2025Q3: 5,906 shares; 2025Q4: 5,941 shares; 2026Q1: 6,245 shares 6,245 $911K 0.07% +304 Timeline XSOE 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: 20,120 shares; 2024Q4: 23,161 shares; 2025Q1: 23,489 shares; 2025Q2: 23,335 shares; 2025Q3: 24,939 shares; 2025Q4: 21,775 shares; 2026Q1: 21,963 shares 21,963 $881K 0.07% +188 Timeline TBUX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 482 shares; 2025Q4: 24,185 shares; 2026Q1: 17,419 shares 17,419 $867K 0.06% -6,766 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: 1,213 shares; 2024Q4: 1,236 shares; 2025Q1: 1,464 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,255 shares; 2026Q1: 1,291 shares 1,291 $844K 0.06% +36 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: 10,175 shares; 2024Q4: 10,291 shares; 2025Q1: 10,517 shares; 2025Q2: 11,269 shares; 2025Q3: 12,273 shares; 2025Q4: 12,963 shares; 2026Q1: 16,767 shares 16,767 $842K 0.06% +3,804 Timeline AVNM 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: 4,127 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,427 shares; 2026Q1: 11,004 shares 11,004 $838K 0.06% +7,577 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,139 shares 25,139 $836K 0.06% new 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: 722 shares; 2024Q4: 715 shares; 2025Q1: 1,060 shares; 2025Q2: 662 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 905 shares 905 $832K 0.06% +242 Timeline TVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,899 shares; 2025Q3: 21,464 shares; 2025Q4: 138,352 shares; 2026Q1: 22,898 shares 22,898 $828K 0.06% -115,454 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5,466 shares; 2025Q1: 5,628 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,466 shares; 2026Q1: 6,101 shares 6,101 $824K 0.06% +635 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 7,522 shares; 2025Q1: 7,584 shares; 2025Q2: 8,635 shares; 2025Q3: 8,637 shares; 2025Q4: 8,639 shares; 2026Q1: 8,641 shares 8,641 $812K 0.06% +2 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,720 shares; 2024Q4: 41,543 shares; 2025Q1: 27,839 shares; 2025Q2: 20,522 shares; 2025Q3: 19,668 shares; 2025Q4: 16,230 shares; 2026Q1: 16,768 shares 16,768 $791K 0.06% +538 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: 10,110 shares; 2024Q4: 10,285 shares; 2025Q1: 10,436 shares; 2025Q2: 10,290 shares; 2025Q3: 10,218 shares; 2025Q4: 10,292 shares; 2026Q1: 10,208 shares 10,208 $776K 0.06% -84 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,552 shares; 2024Q4: 12,118 shares; 2025Q1: 12,827 shares; 2025Q2: 11,393 shares; 2025Q3: 11,223 shares; 2025Q4: 10,342 shares; 2026Q1: 10,140 shares 10,140 $761K 0.06% -202 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: 5,832 shares; 2024Q4: 5,832 shares; 2025Q1: 5,745 shares; 2025Q2: 5,617 shares; 2025Q3: 5,689 shares; 2025Q4: 5,716 shares; 2026Q1: 5,722 shares 5,722 $756K 0.06% +6 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,241 shares; 2025Q1: 15,722 shares; 2025Q2: 9,059 shares; 2025Q3: 9,064 shares; 2025Q4: 9,068 shares; 2026Q1: 8,694 shares 8,694 $738K 0.06% -374 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: 13,306 shares; 2024Q4: 13,137 shares; 2025Q1: 13,419 shares; 2025Q2: 13,138 shares; 2025Q3: 13,006 shares; 2025Q4: 13,007 shares; 2026Q1: 13,108 shares 13,108 $738K 0.06% +101 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: 1,429 shares; 2024Q4: 1,026 shares; 2025Q1: 1,105 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,035 shares 1,035 $734K 0.05% +8 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: 2,631 shares; 2024Q4: 2,526 shares; 2025Q1: 3,547 shares; 2025Q2: 2,091 shares; 2025Q3: 2,107 shares; 2025Q4: 3,068 shares; 2026Q1: 2,498 shares 2,498 $717K 0.05% -570 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: 5,121 shares; 2024Q4: 5,144 shares; 2025Q1: 5,478 shares; 2025Q2: 6,595 shares; 2025Q3: 6,687 shares; 2025Q4: 7,123 shares; 2026Q1: 10,774 shares 10,774 $711K 0.05% +3,651 Timeline THYF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,367 shares; 2025Q4: 141,870 shares; 2026Q1: 13,736 shares 13,736 $701K 0.05% -128,134 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: 52,056 shares; 2024Q4: 47,097 shares; 2025Q1: 49,124 shares; 2025Q2: 54,906 shares; 2025Q3: 57,735 shares; 2025Q4: 59,744 shares; 2026Q1: 60,191 shares 60,191 $695K 0.05% +447 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: 3,063 shares; 2024Q4: 3,351 shares; 2025Q1: 3,380 shares; 2025Q2: 3,065 shares; 2025Q3: 3,068 shares; 2025Q4: 3,072 shares; 2026Q1: 3,101 shares 3,101 $667K 0.05% +29 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: 4,101 shares; 2024Q4: 3,737 shares; 2025Q1: 3,858 shares; 2025Q2: 3,404 shares; 2025Q3: 3,418 shares; 2025Q4: 3,884 shares; 2026Q1: 3,896 shares 3,896 $661K 0.05% +12 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: 1,900 shares; 2024Q4: 2,078 shares; 2025Q1: 2,396 shares; 2025Q2: 2,242 shares; 2025Q3: 2,242 shares; 2025Q4: 1,717 shares; 2026Q1: 3,101 shares 3,101 $642K 0.05% +1,384 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: not reported; 2024Q4: not reported; 2025Q1: 9,926 shares; 2025Q2: 9,974 shares; 2025Q3: 10,024 shares; 2025Q4: 10,024 shares; 2026Q1: 10,150 shares 10,150 $635K 0.05% +126 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 2,876 shares; 2025Q1: 3,499 shares; 2025Q2: 2,718 shares; 2025Q3: 2,719 shares; 2025Q4: 2,738 shares; 2026Q1: 2,871 shares 2,871 $624K 0.05% +133 Timeline IWY 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: 2,709 shares; 2024Q4: 2,712 shares; 2025Q1: 2,715 shares; 2025Q2: 2,718 shares; 2025Q3: 2,720 shares; 2025Q4: 2,722 shares; 2026Q1: 2,498 shares 2,498 $622K 0.05% -224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,643 shares; 2025Q3: 6,520 shares; 2025Q4: 53,822 shares; 2026Q1: 16,564 shares 16,564 $590K 0.04% -37,258 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,464 shares; 2025Q1: 4,489 shares; 2025Q2: 4,537 shares; 2025Q3: 5,028 shares; 2025Q4: 5,028 shares; 2026Q1: 4,759 shares 4,759 $575K 0.04% -269 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: 2,193 shares; 2024Q4: 2,189 shares; 2025Q1: 2,696 shares; 2025Q2: 2,260 shares; 2025Q3: 2,261 shares; 2025Q4: 2,377 shares; 2026Q1: 2,384 shares 2,384 $539K 0.04% +7 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 10,784 shares; 2025Q1: 20,863 shares; 2025Q2: 3,180 shares; 2025Q3: 3,797 shares; 2025Q4: 15,387 shares; 2026Q1: 17,531 shares 17,531 $538K 0.04% +2,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,457 shares 12,457 $530K 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,273 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,121 shares; 2026Q1: 1,122 shares 1,122 $519K 0.04% +1 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: 3,276 shares; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 1,975 shares; 2025Q3: 1,976 shares; 2025Q4: 2,610 shares; 2026Q1: 5,443 shares 5,443 $506K 0.04% +2,833 Timeline JPME 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: 50,811 shares; 2024Q4: 41,527 shares; 2025Q1: 85,676 shares; 2025Q2: 6,993 shares; 2025Q3: 833 shares; 2025Q4: 7,711 shares; 2026Q1: 4,340 shares 4,340 $497K 0.04% -3,371 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,307 shares; 2025Q1: 4,307 shares; 2025Q2: 4,307 shares; 2025Q3: 4,217 shares; 2025Q4: 4,217 shares; 2026Q1: 4,356 shares 4,356 $493K 0.04% +139 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: 2,712 shares; 2024Q4: 2,282 shares; 2025Q1: 2,755 shares; 2025Q2: 2,396 shares; 2025Q3: 2,473 shares; 2025Q4: 2,952 shares; 2026Q1: 3,004 shares 3,004 $466K 0.03% +52 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,301 shares; 2024Q4: 13,124 shares; 2025Q1: 17,021 shares; 2025Q2: 11,736 shares; 2025Q3: 11,741 shares; 2025Q4: 17,999 shares; 2026Q1: 18,004 shares 18,004 $466K 0.03% +5 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 8,906 shares; 2025Q1: 9,712 shares; 2025Q2: 10,050 shares; 2025Q3: 9,754 shares; 2025Q4: 9,518 shares; 2026Q1: 9,521 shares 9,521 $457K 0.03% +3 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: 2,461 shares; 2024Q4: 2,863 shares; 2025Q1: 3,027 shares; 2025Q2: 2,614 shares; 2025Q3: 2,645 shares; 2025Q4: 2,670 shares; 2026Q1: 2,650 shares 2,650 $438K 0.03% -20 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: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 2,954 shares; 2025Q4: 2,954 shares; 2026Q1: 2,954 shares 2,954 $430K 0.03% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares; 2026Q1: 3,808 shares 3,808 $430K 0.03% +9 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: 1,757 shares; 2024Q4: 1,737 shares; 2025Q1: 1,963 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,654 shares 1,654 $426K 0.03% -34 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,671 shares; 2025Q1: 4,398 shares; 2025Q2: 1,328 shares; 2025Q3: 1,330 shares; 2025Q4: 2,539 shares; 2026Q1: 2,545 shares 2,545 $419K 0.03% +6 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: 9,125 shares; 2025Q1: 10,467 shares; 2025Q2: 9,315 shares; 2025Q3: 3,476 shares; 2025Q4: 3,337 shares; 2026Q1: 4,147 shares 4,147 $417K 0.03% +810 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,428 shares 5,428 $414K 0.03% +28 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,864 shares; 2025Q1: 3,539 shares; 2025Q2: 2,509 shares; 2025Q3: 2,510 shares; 2025Q4: 2,963 shares; 2026Q1: 2,754 shares 2,754 $405K 0.03% -209 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,704 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares 2,092 $397K 0.03% 0 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: 843 shares; 2024Q4: 847 shares; 2025Q1: 868 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 828 shares; 2026Q1: 1,171 shares 1,171 $385K 0.03% +343 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: 576 shares; 2024Q4: 585 shares; 2025Q1: 635 shares; 2025Q2: 753 shares; 2025Q3: 754 shares; 2025Q4: 748 shares; 2026Q1: 683 shares 683 $384K 0.03% -65 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,816 shares; 2025Q1: 3,742 shares; 2025Q2: 3,363 shares; 2025Q3: 3,364 shares; 2025Q4: 3,794 shares; 2026Q1: 3,976 shares 3,976 $384K 0.03% +182 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,102 shares; 2024Q4: 21,804 shares; 2025Q1: 42,260 shares; 2025Q2: 5,273 shares; 2025Q3: 4,945 shares; 2025Q4: 20,799 shares; 2026Q1: 9,362 shares 9,362 $380K 0.03% -11,437 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: 2,898 shares; 2024Q4: 2,893 shares; 2025Q1: 3,734 shares; 2025Q2: 2,004 shares; 2025Q3: 2,006 shares; 2025Q4: 2,511 shares; 2026Q1: 2,593 shares 2,593 $377K 0.03% +82 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 749 shares; 2025Q1: 1,498 shares; 2025Q2: 749 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares 821 $365K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $364K 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 386 shares; 2025Q1: 518 shares; 2025Q2: 390 shares; 2025Q3: 361 shares; 2025Q4: 389 shares; 2026Q1: 362 shares 362 $361K 0.03% -27 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: 734 shares; 2025Q2: 764 shares; 2025Q3: 774 shares; 2025Q4: 798 shares; 2026Q1: 1,283 shares 1,283 $358K 0.03% +485 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: 1,007 shares; 2024Q4: 1,009 shares; 2025Q1: 1,605 shares; 2025Q2: 1,259 shares; 2025Q3: 1,524 shares; 2025Q4: 1,731 shares; 2026Q1: 1,507 shares 1,507 $356K 0.03% -224 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,459 shares; 2025Q1: 2,572 shares; 2025Q2: 2,499 shares; 2025Q3: 2,502 shares; 2025Q4: 2,508 shares; 2026Q1: 2,552 shares 2,552 $353K 0.03% +44 Timeline SHM 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: 9,310 shares; 2024Q4: 8,865 shares; 2025Q1: 9,193 shares; 2025Q2: 7,742 shares; 2025Q3: 7,574 shares; 2025Q4: 7,260 shares; 2026Q1: 7,147 shares 7,147 $342K 0.03% -113 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,827 shares; 2025Q1: 5,411 shares; 2025Q2: 1,098 shares; 2025Q3: 1,093 shares; 2025Q4: 2,908 shares; 2026Q1: 2,982 shares 2,982 $335K 0.03% +74 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,555 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,332 shares; 2026Q1: 981 shares 981 $331K 0.02% -351 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,174 shares; 2025Q2: 4,853 shares; 2025Q3: 2,279 shares; 2025Q4: 2,399 shares; 2026Q1: 20,758 shares 20,758 $330K 0.02% +18,359 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: 501 shares; 2024Q4: 474 shares; 2025Q1: 520 shares; 2025Q2: 1,398 shares; 2025Q3: 2,293 shares; 2025Q4: 2,069 shares; 2026Q1: 1,204 shares 1,204 $326K 0.02% -865 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: 3,453 shares; 2025Q2: 1,191 shares; 2025Q3: 1,195 shares; 2025Q4: 3,506 shares; 2026Q1: 5,840 shares 5,840 $324K 0.02% +2,334 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 3,614 shares; 2025Q1: 3,431 shares; 2025Q2: 3,156 shares; 2025Q3: 3,043 shares; 2025Q4: 2,894 shares; 2026Q1: 2,888 shares 2,888 $319K 0.02% -6 Timeline FVD 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: 9,976 shares; 2024Q4: 8,981 shares; 2025Q1: 16,996 shares; 2025Q2: 2,733 shares; 2025Q3: 8,268 shares; 2025Q4: 37,522 shares; 2026Q1: 6,759 shares 6,759 $318K 0.02% -30,763 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,602 shares; 2025Q2: 1,786 shares; 2025Q3: 1,423 shares; 2025Q4: 2,774 shares; 2026Q1: 1,258 shares 1,258 $315K 0.02% -1,516 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 11,599 shares; 2025Q2: 11,599 shares; 2025Q3: 11,599 shares; 2025Q4: 11,599 shares; 2026Q1: 11,599 shares 11,599 $314K 0.02% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 5,878 shares; 2025Q1: 5,878 shares; 2025Q2: 5,894 shares; 2025Q3: 5,699 shares; 2025Q4: 5,700 shares; 2026Q1: 5,890 shares 5,890 $312K 0.02% +190 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 963 shares; 2025Q1: 1,042 shares; 2025Q2: 1,099 shares; 2025Q3: 1,270 shares; 2025Q4: 1,289 shares; 2026Q1: 1,290 shares 1,290 $307K 0.02% +1 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: 627 shares; 2025Q2: 442 shares; 2025Q3: 408 shares; 2025Q4: 339 shares; 2026Q1: 351 shares 351 $307K 0.02% +12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 423 shares; 2025Q3: 467 shares; 2025Q4: 890 shares; 2026Q1: 907 shares 907 $307K 0.02% +17 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: 5,285 shares; 2024Q4: 5,067 shares; 2025Q1: 5,197 shares; 2025Q2: 2,853 shares; 2025Q3: 2,544 shares; 2025Q4: 2,773 shares; 2026Q1: 2,540 shares 2,540 $306K 0.02% -233 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $304K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,035 shares; 2025Q3: 1,152 shares; 2025Q4: 1,047 shares; 2026Q1: 1,068 shares 1,068 $303K 0.02% +21 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 1,551 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 1,278 shares; 2026Q1: 995 shares 995 $301K 0.02% -283 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,358 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $300K 0.02% 0 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: 5,214 shares; 2024Q4: 15,653 shares; 2025Q1: 15,665 shares; 2025Q2: 11,661 shares; 2025Q3: 11,661 shares; 2025Q4: 11,662 shares; 2026Q1: 11,663 shares 11,663 $299K 0.02% +1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 2,007 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares 1,441 $299K 0.02% 0 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: 1,957 shares; 2024Q4: 1,737 shares; 2025Q1: 2,357 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 1,359 shares; 2026Q1: 1,464 shares 1,464 $298K 0.02% +105 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 6,626 shares 6,626 $292K 0.02% +5,220 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: 4,937 shares; 2025Q1: 5,062 shares; 2025Q2: 4,349 shares; 2025Q3: 3,232 shares; 2025Q4: 3,075 shares; 2026Q1: 3,079 shares 3,079 $285K 0.02% +4 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,858 shares; 2025Q2: 6,858 shares; 2025Q3: 6,747 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares 6,747 $283K 0.02% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 3,065 shares; 2025Q2: 3,432 shares; 2025Q3: 3,582 shares; 2025Q4: 3,432 shares; 2026Q1: 3,432 shares 3,432 $283K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,843 shares; 2025Q1: 2,874 shares; 2025Q2: 2,877 shares; 2025Q3: 2,879 shares; 2025Q4: 2,895 shares; 2026Q1: 2,885 shares 2,885 $278K 0.02% -10 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 123 shares; 2025Q3: 169 shares; 2025Q4: 501 shares; 2026Q1: 1,253 shares 1,253 $274K 0.02% +752 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 2,755 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: 4,019 shares 4,019 $271K 0.02% +875 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,150 shares; 2025Q1: 14,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,590 shares; 2026Q1: 7,627 shares 7,627 $271K 0.02% +37 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares; 2026Q1: 2,104 shares 2,104 $266K 0.02% 0 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: 572 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 943 shares; 2026Q1: 533 shares 533 $266K 0.02% -410 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,787 shares; 2025Q2: 4,532 shares; 2025Q3: 6,374 shares; 2025Q4: 7,761 shares; 2026Q1: 9,269 shares 9,269 $260K 0.02% +1,508 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: not reported; 2024Q4: not reported; 2025Q1: 619 shares; 2025Q2: 573 shares; 2025Q3: 749 shares; 2025Q4: 774 shares; 2026Q1: 833 shares 833 $258K 0.02% +59 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: 1,535 shares; 2025Q1: 2,469 shares; 2025Q2: 1,703 shares; 2025Q3: 2,140 shares; 2025Q4: 1,411 shares; 2026Q1: 1,571 shares 1,571 $254K 0.02% +160 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: 1,215 shares; 2024Q4: 1,228 shares; 2025Q1: 1,418 shares; 2025Q2: 989 shares; 2025Q3: 990 shares; 2025Q4: 1,160 shares; 2026Q1: 1,161 shares 1,161 $252K 0.02% +1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,547 shares; 2025Q1: 10,007 shares; 2025Q2: 3,195 shares; 2025Q3: 3,238 shares; 2025Q4: 6,866 shares; 2026Q1: 5,218 shares 5,218 $252K 0.02% -1,648 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: 986 shares; 2024Q4: 977 shares; 2025Q1: 1,062 shares; 2025Q2: 758 shares; 2025Q3: 705 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $238K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 1,053 shares; 2025Q3: 1,045 shares; 2025Q4: 3,564 shares; 2026Q1: 3,786 shares 3,786 $232K 0.02% +222 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,809 shares; 2025Q3: 1,810 shares; 2025Q4: 1,773 shares; 2026Q1: 3,102 shares 3,102 $231K 0.02% +1,329 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $229K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,483 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 6,643 shares; 2026Q1: 4,068 shares 4,068 $227K 0.02% -2,575 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: 5,404 shares; 2025Q2: 4,264 shares; 2025Q3: 4,287 shares; 2025Q4: 4,739 shares; 2026Q1: 4,778 shares 4,778 $225K 0.02% +39 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: 1,074 shares; 2024Q4: 1,559 shares; 2025Q1: 1,638 shares; 2025Q2: 962 shares; 2025Q3: 1,134 shares; 2025Q4: 1,513 shares; 2026Q1: 1,654 shares 1,654 $220K 0.02% +141 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 1,188 shares; 2026Q1: 1,204 shares 1,204 $220K 0.02% +16 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: 2,179 shares; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares 2,179 $219K 0.02% 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: 1,683 shares; 2025Q2: 3,469 shares; 2025Q3: 2,747 shares; 2025Q4: 5,204 shares; 2026Q1: 5,542 shares 5,542 $213K 0.02% +338 Timeline IGV 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: 2,308 shares; 2025Q2: 1,787 shares; 2025Q3: 2,429 shares; 2025Q4: 2,671 shares; 2026Q1: 2,642 shares 2,642 $211K 0.02% -29 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,468 shares; 2025Q2: 1,536 shares; 2025Q3: 1,591 shares; 2025Q4: 1,628 shares; 2026Q1: 2,174 shares 2,174 $210K 0.02% +546 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,591 shares; 2025Q1: 1,960 shares; 2025Q2: 1,494 shares; 2025Q3: 1,540 shares; 2025Q4: 1,128 shares; 2026Q1: 1,040 shares 1,040 $207K 0.02% -88 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,182 shares; 2025Q2: 2,063 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,665 shares 2,665 $207K 0.02% +601 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: 779 shares; 2025Q4: 1,867 shares; 2026Q1: 2,059 shares 2,059 $204K 0.02% +192 Timeline SPHD 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: 5,807 shares; 2025Q2: 3,406 shares; 2025Q3: 3,665 shares; 2025Q4: 3,938 shares; 2026Q1: 4,039 shares 4,039 $200K 0.01% +101 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: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 150 shares; 2026Q1: 330 shares 330 $199K 0.01% +180 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,279 shares; 2025Q2: 1,995 shares; 2025Q3: 55,247 shares; 2025Q4: 330,011 shares; 2026Q1: 6,391 shares 6,391 $198K 0.01% -323,620 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: not reported; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 3,739 shares; 2025Q3: 3,741 shares; 2025Q4: 3,793 shares; 2026Q1: 3,857 shares 3,857 $188K 0.01% +64 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: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 268 shares; 2026Q1: 275 shares 275 $188K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,317 shares; 2026Q1: 1,279 shares 1,279 $188K 0.01% -38 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,298 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares 2,349 $187K 0.01% 0 Timeline VPU 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: not reported; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 944 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927 $184K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 2,234 shares; 2025Q3: 2,352 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares 2,522 $181K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,678 shares; 2025Q2: 1,251 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,253 shares 1,253 $181K 0.01% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 1,366 shares 1,366 $180K 0.01% +567 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $177K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,304 shares; 2025Q2: 2,168 shares; 2025Q3: 2,120 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares 2,115 $175K 0.01% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,039 shares; 2025Q2: 3,042 shares; 2025Q3: 3,044 shares; 2025Q4: 3,457 shares; 2026Q1: 3,464 shares 3,464 $171K 0.01% +7 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,594 shares; 2025Q2: 2,018 shares; 2025Q3: 2,029 shares; 2025Q4: 4,116 shares; 2026Q1: 6,910 shares 6,910 $171K 0.01% +2,794 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 744 shares; 2026Q1: 509 shares 509 $167K 0.01% -235 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 3,398 shares 3,398 $167K 0.01% +1,456 Timeline RWO 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: 4,631 shares; 2024Q4: not reported; 2025Q1: 4,461 shares; 2025Q2: 4,447 shares; 2025Q3: 4,381 shares; 2025Q4: 3,905 shares; 2026Q1: 3,635 shares 3,635 $166K 0.01% -270 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: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 466 shares 466 $166K 0.01% +12 Timeline RDVI 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: 12,610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,306 shares; 2026Q1: 6,352 shares 6,352 $162K 0.01% +46 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 1,182 shares; 2026Q1: 1,227 shares 1,227 $161K 0.01% +45 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $159K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,768 shares; 2025Q1: 2,229 shares; 2025Q2: 1,496 shares; 2025Q3: 1,497 shares; 2025Q4: 1,674 shares; 2026Q1: 1,541 shares 1,541 $158K 0.01% -133 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,249 shares; 2025Q2: 1,337 shares; 2025Q3: 1,332 shares; 2025Q4: 1,519 shares; 2026Q1: 1,789 shares 1,789 $158K 0.01% +270 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: not reported; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $157K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 376 shares; 2026Q1: 909 shares 909 $156K 0.01% +533 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: not reported; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 811 shares; 2025Q3: 796 shares; 2025Q4: 797 shares; 2026Q1: 811 shares 811 $156K 0.01% +14 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 571 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $155K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $154K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 751 shares; 2026Q1: 709 shares 709 $152K 0.01% -42 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 3,715 shares; 2025Q3: 3,482 shares; 2025Q4: 3,478 shares; 2026Q1: 5,486 shares 5,486 $151K 0.01% +2,008 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 2,042 shares 2,042 $149K 0.01% new Timeline SHYM 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: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,134 shares; 2025Q4: 6,784 shares; 2026Q1: 6,784 shares 6,784 $149K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 3,737 shares; 2025Q3: 1,890 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares 2,145 $145K 0.01% 0 Timeline IDU 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: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $144K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,994 shares 1,994 $143K 0.01% +622 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 903 shares; 2025Q3: 821 shares; 2025Q4: 912 shares; 2026Q1: 921 shares 921 $138K 0.01% +9 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $138K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,989 shares; 2025Q2: 9,979 shares; 2025Q3: 10,512 shares; 2025Q4: 10,155 shares; 2026Q1: 12,662 shares 12,662 $137K 0.01% +2,507 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 3,469 shares; 2026Q1: 3,279 shares 3,279 $136K 0.01% -190 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,238 shares; 2025Q2: 1,109 shares; 2025Q3: 1,050 shares; 2025Q4: 3,179 shares; 2026Q1: 2,999 shares 2,999 $136K 0.01% -180 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: 385 shares; 2026Q1: 385 shares 385 $133K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: 2,279 shares; 2025Q3: 2,283 shares; 2025Q4: 2,288 shares; 2026Q1: 2,293 shares 2,293 $132K 0.01% +5 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,778 shares; 2025Q2: 5,822 shares; 2025Q3: 5,156 shares; 2025Q4: 4,999 shares; 2026Q1: 5,000 shares 5,000 $132K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 4,302 shares 4,302 $130K 0.01% +2,400 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,613 shares; 2025Q3: 1,259 shares; 2025Q4: 1,762 shares; 2026Q1: 2,146 shares 2,146 $130K 0.01% +384 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 332 shares; 2026Q1: 331 shares 331 $129K 0.01% -1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 424 shares; 2026Q1: 260 shares 260 $128K 0.01% -164 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,183 shares; 2026Q1: 4,183 shares 4,183 $128K 0.01% +3,000 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 831 shares; 2025Q3: 833 shares; 2025Q4: 2,310 shares; 2026Q1: 1,375 shares 1,375 $128K 0.01% -935 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS 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: 1,954 shares; 2025Q4: 1,740 shares; 2026Q1: 1,670 shares 1,670 $127K 0.01% -70 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $126K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 353 shares; 2025Q2: 354 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 356 shares 356 $122K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,184 shares; 2026Q1: 1,192 shares 1,192 $118K 0.01% +8 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,438 shares; 2025Q4: 8,518 shares; 2026Q1: 8,518 shares 8,518 $117K 0.01% 0 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: 557 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 716 shares; 2026Q1: 858 shares 858 $116K 0.01% +142 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: not reported; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $115K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,354 shares; 2025Q1: 3,176 shares; 2025Q2: 1,559 shares; 2025Q3: 1,563 shares; 2025Q4: 1,566 shares; 2026Q1: 1,603 shares 1,603 $113K 0.01% +37 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,291 shares; 2026Q1: 8,367 shares 8,367 $113K 0.01% +76 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: not reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,249 shares; 2026Q1: 1,149 shares 1,149 $112K 0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 544 shares; 2025Q3: 546 shares; 2025Q4: 551 shares; 2026Q1: 602 shares 602 $111K 0.01% +51 Timeline HELO 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: 172,140 shares; 2025Q1: 374,226 shares; 2025Q2: 43,398 shares; 2025Q3: 1,750 shares; 2025Q4: 1,963 shares; 2026Q1: 1,735 shares 1,735 $111K 0.01% -228 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: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,885 shares; 2025Q2: 1,765 shares; 2025Q3: 1,766 shares; 2025Q4: 1,146 shares; 2026Q1: 1,149 shares 1,149 $111K 0.01% +3 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $110K 0.01% 0 Timeline TDVG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: not reported; 2025Q4: 2,457 shares; 2026Q1: 2,458 shares 2,458 $110K 0.01% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $110K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,775 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $108K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares 954 $107K 0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 1,236 shares; 2025Q3: 1,193 shares; 2025Q4: 1,146 shares; 2026Q1: 1,106 shares 1,106 $106K 0.01% -40 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,056 shares; 2026Q1: 1,091 shares 1,091 $105K 0.01% +35 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 467 shares; 2026Q1: 900 shares 900 $102K 0.01% +433 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: 3,279 shares; 2025Q2: 732 shares; 2025Q3: 7,564 shares; 2025Q4: 57,162 shares; 2026Q1: 1,993 shares 1,993 $101K 0.01% -55,169 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: not reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 250 shares; 2026Q1: 773 shares 773 $101K 0.01% +523 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,146 shares; 2025Q2: 1,146 shares; 2025Q3: 796 shares; 2025Q4: 750 shares; 2026Q1: 850 shares 850 $100K 0.01% +100 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 825 shares; 2025Q4: 917 shares; 2026Q1: 1,089 shares 1,089 $99.8K 0.01% +172 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 1,592 shares 1,592 $98.5K 0.01% +600 Timeline VCEB 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: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares 1,546 $97.1K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $97.1K 0.01% 0 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: 1,032 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 602 shares; 2026Q1: 603 shares 603 $96.2K 0.01% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $93.1K 0.01% 0 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,913 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 5,356 shares; 2026Q1: 7,031 shares 7,031 $92K 0.01% +1,675 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 52 shares; 2026Q1: 27 shares 27 $91.2K 0.01% -25 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 1,833 shares; 2025Q3: 1,781 shares; 2025Q4: 1,783 shares; 2026Q1: 1,832 shares 1,832 $91.2K 0.01% +49 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: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,390 shares; 2026Q1: 1,682 shares 1,682 $91.1K 0.01% +292 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 360 shares; 2025Q3: 760 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $90.1K 0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 21,421 shares; 2025Q4: 129,682 shares; 2026Q1: 1,768 shares 1,768 $89.7K 0.01% -127,914 Timeline SCYB 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: 3,439 shares 3,439 $89.4K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $87.2K 0.01% 0 Timeline VSGX 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: not reported; 2024Q4: not reported; 2025Q1: 2,278 shares; 2025Q2: 466 shares; 2025Q3: 471 shares; 2025Q4: 1,218 shares; 2026Q1: 1,215 shares 1,215 $87.2K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 153 shares; 2025Q3: 156 shares; 2025Q4: 204 shares; 2026Q1: 699 shares 699 $86.9K 0.01% +495 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: 1,143 shares; 2025Q2: 1,144 shares; 2025Q3: 1,145 shares; 2025Q4: 1,146 shares; 2026Q1: 1,147 shares 1,147 $83.4K 0.01% +1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 309 shares; 2026Q1: 1,837 shares 1,837 $83.2K 0.01% +1,528 Timeline IYE 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: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,276 shares 1,276 $82.6K 0.01% +113 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 637 shares 637 $82K 0.01% +2 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,643 shares; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares; 2026Q1: 7,997 shares 7,997 $81.4K 0.01% -3,996 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 254 shares 254 $80.8K 0.01% +250 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 789 shares; 2025Q3: 792 shares; 2025Q4: 796 shares; 2026Q1: 800 shares 800 $79.5K 0.01% +4 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG 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: 1,394 shares; 2025Q3: 2,074 shares; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares 1,667 $79.3K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $79.2K 0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 5,800 shares 5,800 $78.3K 0.01% +1,300 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: 1,528 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares 2,114 $77.7K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,894 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,583 shares; 2026Q1: 1,489 shares 1,489 $77.4K 0.01% -94 Timeline IHF 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: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares 1,845 $77.2K 0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,155 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 3,022 shares 3,022 $74.2K 0.01% +1,000 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: 703 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $73.5K 0.01% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,377 shares; 2024Q4: 15,772 shares; 2025Q1: 19,999 shares; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,445 shares 1,445 $73K 0.01% +7 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,181 shares 1,181 $72.8K 0.01% -79 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: not reported; 2024Q4: not reported; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $72.7K 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $72.3K 0.01% 0 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,086 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 4,640 shares; 2026Q1: 2,535 shares 2,535 $71K 0.01% -2,105 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 4,776 shares; 2025Q3: 3,776 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares 3,276 $70.8K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,494 shares; 2026Q1: 1,495 shares 1,495 $70.1K 0.01% +1 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,725 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $69.9K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 611 shares; 2025Q3: 612 shares; 2025Q4: 703 shares; 2026Q1: 613 shares 613 $69.5K 0.01% -90 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $67.3K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 129 shares; 2026Q1: 384 shares 384 $66.4K <0.01% +255 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 202 shares; 2026Q1: 1,002 shares 1,002 $65.9K <0.01% +800 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $65.1K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 509 shares 509 $65K <0.01% -80 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: not reported; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $64.7K <0.01% 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: 182 shares; 2025Q2: 331 shares; 2025Q3: 369 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $63.7K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 900 shares 900 $63.5K <0.01% +100 Timeline IYLD 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: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,916 shares 2,916 $63.4K <0.01% 0 Timeline CIBR 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: 1,567 shares; 2025Q2: 804 shares; 2025Q3: 859 shares; 2025Q4: 1,504 shares; 2026Q1: 1,003 shares 1,003 $62.9K <0.01% -501 Timeline IYK 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: 1,759 shares; 2025Q2: 882 shares; 2025Q3: 885 shares; 2025Q4: 1,779 shares; 2026Q1: 892 shares 892 $62.5K <0.01% -887 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 415 shares; 2026Q1: 222 shares 222 $62.4K <0.01% -193 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $62.3K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 469 shares; 2026Q1: 400 shares 400 $62.2K <0.01% -69 Timeline JPSE 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: 5,335 shares; 2024Q4: 4,983 shares; 2025Q1: 9,987 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 2,852 shares; 2026Q1: 1,169 shares 1,169 $61.3K <0.01% -1,683 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 537 shares; 2026Q1: 1,312 shares 1,312 $60.2K <0.01% +775 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: 472 shares; 2025Q2: 446 shares; 2025Q3: 225 shares; 2025Q4: 237 shares; 2026Q1: 171 shares 171 $60.2K <0.01% -66 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $59.7K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $58.2K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 590 shares; 2026Q1: 300 shares 300 $56.9K <0.01% -290 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 173 shares 173 $56.6K <0.01% -1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 187 shares 187 $55.4K <0.01% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 221 shares 221 $54.8K <0.01% +190 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $54.5K <0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $53.8K <0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $53.4K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $53.3K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 392 shares 392 $53.1K <0.01% +12 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 909 shares; 2025Q2: 810 shares; 2025Q3: 698 shares; 2025Q4: 699 shares; 2026Q1: 797 shares 797 $53K <0.01% +98 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $52.7K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 704 shares; 2025Q3: 708 shares; 2025Q4: 713 shares; 2026Q1: 1,216 shares 1,216 $52.5K <0.01% +503 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: not reported; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,156 shares; 2025Q3: 2,663 shares; 2025Q4: 2,691 shares; 2026Q1: 2,717 shares 2,717 $52.4K <0.01% +26 Timeline IGSB 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: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares 997 $52.4K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 69 shares; 2026Q1: 286 shares 286 $52.2K <0.01% +217 Timeline FTGS 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: 147,164 shares; 2025Q1: 304,673 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 3,062 shares; 2026Q1: 1,531 shares 1,531 $52.1K <0.01% -1,531 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 500 shares; 2026Q1: 668 shares 668 $51.6K <0.01% +168 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $51.5K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 8,245 shares; 2025Q4: 19,435 shares; 2026Q1: 12,400 shares 12,400 $51.1K <0.01% -7,035 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,316 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 1,386 shares; 2026Q1: 1,199 shares 1,199 $50.9K <0.01% -187 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: 601 shares; 2025Q2: 503 shares; 2025Q3: 509 shares; 2025Q4: 582 shares; 2026Q1: 823 shares 823 $50.9K <0.01% +241 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $50.5K <0.01% 0 Timeline SCIO 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: 510 shares; 2025Q3: 7,247 shares; 2025Q4: 10,022 shares; 2026Q1: 2,408 shares 2,408 $49.7K <0.01% -7,614 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $49.4K <0.01% 0 Timeline IGM 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: 963 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 964 shares; 2026Q1: 417 shares 417 $49.4K <0.01% -547 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 459 shares; 2026Q1: 249 shares 249 $49.4K <0.01% -210 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: not reported; 2024Q4: not reported; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $48.9K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 351 shares; 2025Q3: 314 shares; 2025Q4: 551 shares; 2026Q1: 413 shares 413 $48.9K <0.01% -138 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,095 shares; 2025Q3: 1,066 shares; 2025Q4: 1,068 shares; 2026Q1: 1,096 shares 1,096 $48.4K <0.01% +28 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 358 shares 358 $48.2K <0.01% +10 Timeline PJP 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: 868 shares; 2025Q2: 456 shares; 2025Q3: 457 shares; 2025Q4: 463 shares; 2026Q1: 464 shares 464 $48.2K <0.01% +1 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 5,841 shares; 2025Q1: 5,259 shares; 2025Q2: 1,627 shares; 2025Q3: 1,427 shares; 2025Q4: 2,130 shares; 2026Q1: 1,300 shares 1,300 $48.1K <0.01% -830 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $46.5K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $45.9K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 212 shares 212 $44.6K <0.01% +100 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 236 shares; 2026Q1: 228 shares 228 $44.3K <0.01% -8 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,606 shares; 2025Q2: 1,309 shares; 2025Q3: 1,349 shares; 2025Q4: 1,191 shares; 2026Q1: 972 shares 972 $44K <0.01% -219 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 1,196 shares; 2026Q1: 5,196 shares 5,196 $43.9K <0.01% +4,000 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 873 shares 873 $43.6K <0.01% +8 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $42.8K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $42.8K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $42.4K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 1,137 shares 1,137 $42.3K <0.01% +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: not reported; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 563 shares; 2025Q3: 430 shares; 2025Q4: 416 shares; 2026Q1: 606 shares 606 $42.3K <0.01% +190 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 1,789 shares; 2025Q3: 1,823 shares; 2025Q4: 3,715 shares; 2026Q1: 1,879 shares 1,879 $42.3K <0.01% -1,836 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 477 shares; 2025Q3: 477 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $42.2K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 164 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 279 shares 279 $42.1K <0.01% +100 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $42K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $41.8K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $41.5K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $41.4K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares 1,412 $40.5K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 195 shares; 2025Q3: 863 shares; 2025Q4: 872 shares; 2026Q1: 879 shares 879 $40K <0.01% +7 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 836 shares; 2025Q2: 555 shares; 2025Q3: 510 shares; 2025Q4: 478 shares; 2026Q1: 484 shares 484 $39.9K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $39.8K <0.01% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $39.8K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $39.6K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 404 shares; 2026Q1: 405 shares 405 $39.6K <0.01% +1 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $38.8K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $38.3K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 238 shares; 2026Q1: 119 shares 119 $38.2K <0.01% -119 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 4,400 shares; 2026Q1: 2,215 shares 2,215 $37.9K <0.01% -2,185 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $37.9K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $36.7K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 321 shares 321 $35.8K <0.01% +228 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 175 shares 175 $35.3K <0.01% +1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 215 shares; 2026Q1: 108 shares 108 $35.1K <0.01% -107 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: not reported; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 328 shares 328 $34.8K <0.01% +92 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 936 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 526 shares 526 $34.8K <0.01% -250 Timeline JIRE 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: 43,189 shares; 2024Q4: 40,102 shares; 2025Q1: 82,553 shares; 2025Q2: 8,015 shares; 2025Q3: 242 shares; 2025Q4: 1,225 shares; 2026Q1: 451 shares 451 $34.2K <0.01% -774 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 531 shares; 2025Q3: 498 shares; 2025Q4: 499 shares; 2026Q1: 433 shares 433 $33.9K <0.01% -66 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 353 shares; 2025Q4: 357 shares; 2026Q1: 359 shares 359 $33.9K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 432 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $33.8K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $33.8K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 632 shares; 2026Q1: 520 shares 520 $33.5K <0.01% -112 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares 607 $33.5K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 227 shares; 2026Q1: 229 shares 229 $33.5K <0.01% +2 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $33.2K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $32.9K <0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 3,537 shares 3,537 $32.9K <0.01% new Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 842 shares; 2026Q1: 421 shares 421 $32.9K <0.01% -421 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: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 353 shares 353 $32.8K <0.01% +210 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 723 shares; 2025Q3: 423 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $32.8K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 4,318 shares; 2026Q1: 2,279 shares 2,279 $32.6K <0.01% -2,039 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $31.8K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $31.8K <0.01% 0 Timeline AOK 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: 1,592 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $31.8K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $31.7K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $31.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 565 shares; 2025Q2: 240 shares; 2025Q3: 241 shares; 2025Q4: 326 shares; 2026Q1: 241 shares 241 $31.6K <0.01% -85 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $31.5K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 155 shares 155 $31.4K <0.01% +1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $31.2K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 23 shares; 2025Q4: 76 shares; 2026Q1: 73 shares 73 $31K <0.01% -3 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $30.5K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $30.4K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $30.4K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,115 shares; 2025Q2: 1,906 shares; 2025Q3: 1,917 shares; 2025Q4: 2,036 shares; 2026Q1: 1,940 shares 1,940 $30.4K <0.01% -96 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 374 shares; 2026Q1: 374 shares 374 $29.9K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $29.7K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 964 shares 964 $29.4K <0.01% +100 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: 1,017 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $29.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,341 shares; 2025Q2: 2,388 shares; 2025Q3: 2,436 shares; 2025Q4: 2,494 shares; 2026Q1: 2,523 shares 2,523 $29K <0.01% +29 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $29K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 50 shares; 2025Q3: 80 shares; 2025Q4: 90 shares; 2026Q1: 155 shares 155 $28.4K <0.01% +65 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 8,000 shares 8,000 $28.2K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $28K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 1,701 shares; 2025Q3: 1,115 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $28K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 500 shares; 2025Q3: 400 shares; 2025Q4: 473 shares; 2026Q1: 600 shares 600 $27.6K <0.01% +127 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: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $27.3K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 254 shares; 2025Q3: 262 shares; 2025Q4: 215 shares; 2026Q1: 214 shares 214 $27K <0.01% -1 Timeline IBAT 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: 790 shares 790 $26.9K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 369 shares 369 $26.9K <0.01% +16 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 147 shares; 2025Q3: 159 shares; 2025Q4: 162 shares; 2026Q1: 298 shares 298 $26.7K <0.01% +136 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 976 shares; 2026Q1: 1,116 shares 1,116 $26.5K <0.01% +140 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 268 shares; 2026Q1: 272 shares 272 $26.3K <0.01% +4 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $26.1K <0.01% 0 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $26.1K <0.01% new Timeline QTEC 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: 40 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 40 shares; 2026Q1: 120 shares 120 $25.9K <0.01% +80 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $25.7K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 346 shares; 2026Q1: 366 shares 366 $25.4K <0.01% +20 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 3,000 shares; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 2,528 shares 2,528 $25.4K <0.01% -2,472 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $25.2K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $25.1K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 700 shares; 2026Q1: 400 shares 400 $25.1K <0.01% -300 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $25K <0.01% 0 Timeline JPIN 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: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 350 shares 350 $24.9K <0.01% -15 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $24.8K <0.01% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $24.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $24.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $24.1K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 165 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 147 shares 147 $24.1K <0.01% +1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 756 shares; 2026Q1: 981 shares 981 $24K <0.01% +225 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: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $23.9K <0.01% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $23.7K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $23.6K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $23K <0.01% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares 490 $22.9K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 760 shares; 2025Q4: 804 shares; 2026Q1: 794 shares 794 $22.9K <0.01% -10 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $22.8K <0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.7K <0.01% 0 Timeline VTC 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: not reported; 2026Q1: 295 shares 295 $22.6K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $22.5K <0.01% 0 Timeline IMCV 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: 515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $22.2K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $22.2K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $22K <0.01% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $21.9K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 300 shares 300 $21.8K <0.01% new Timeline OKLO OKLO INC More: the full row for OKLO 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: 40 shares; 2025Q4: 40 shares; 2026Q1: 440 shares 440 $21.8K <0.01% +400 Timeline PGX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $21.8K <0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 262 shares; 2026Q1: 263 shares 263 $21.7K <0.01% +1 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $21.5K <0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 420 shares 420 $20.9K <0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $20.8K <0.01% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 2,128 shares; 2025Q3: 2,135 shares; 2025Q4: 2,152 shares; 2026Q1: 2,160 shares 2,160 $20.7K <0.01% +8 Timeline