JMTG 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: 7,711,342 shares; 2025Q3: 8,284,236 shares; 2025Q4: 9,072,433 shares; 2026Q1: 9,745,400 shares 9,745,400 $497M 8.02% +672,967 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: 124,102 shares; 2024Q4: 112,632 shares; 2025Q1: 111,129 shares; 2025Q2: 109,115 shares; 2025Q3: 468,305 shares; 2025Q4: 554,355 shares; 2026Q1: 588,417 shares 588,417 $352M 5.67% +34,062 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: 2,844 shares; 2024Q4: 3,219,273 shares; 2025Q1: 3,395,605 shares; 2025Q2: 3,632,364 shares; 2025Q3: 3,697,745 shares; 2025Q4: 3,809,436 shares; 2026Q1: 4,164,509 shares 4,164,509 $319M 5.14% +355,073 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: 2,791,820 shares; 2024Q4: 3,608,308 shares; 2025Q1: 3,859,957 shares; 2025Q2: 4,103,319 shares; 2025Q3: 4,390,569 shares; 2025Q4: 4,732,147 shares; 2026Q1: 4,867,688 shares 4,867,688 $285M 4.6% +135,541 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: 4,326,914 shares; 2024Q4: 4,398,254 shares; 2025Q1: 4,445,021 shares; 2025Q2: 4,625,524 shares; 2025Q3: 4,436,679 shares; 2025Q4: 4,417,191 shares; 2026Q1: 4,586,305 shares 4,586,305 $259M 4.19% +169,114 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: 1,669,502 shares; 2024Q4: 1,694,757 shares; 2025Q1: 1,691,613 shares; 2025Q2: 1,742,085 shares; 2025Q3: 1,882,125 shares; 2025Q4: 2,019,427 shares; 2026Q1: 2,242,910 shares 2,242,910 $226M 3.64% +223,483 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: 22,487 shares; 2024Q4: 21,128 shares; 2025Q1: 21,434 shares; 2025Q2: 20,943 shares; 2025Q3: 304,852 shares; 2025Q4: 375,518 shares; 2026Q1: 389,838 shares 389,838 $225M 3.63% +14,320 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: 1,989,364 shares; 2024Q4: 1,993,705 shares; 2025Q1: 2,031,903 shares; 2025Q2: 2,187,721 shares; 2025Q3: 2,133,192 shares; 2025Q4: 2,095,412 shares; 2026Q1: 2,194,615 shares 2,194,615 $215M 3.47% +99,203 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: 732,173 shares; 2024Q4: 716,555 shares; 2025Q1: 713,415 shares; 2025Q2: 729,644 shares; 2025Q3: 852,751 shares; 2025Q4: 730,854 shares; 2026Q1: 774,012 shares 774,012 $196M 3.17% +43,158 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: 720,737 shares; 2024Q4: 359,434 shares; 2025Q1: 325,159 shares; 2025Q2: 320,128 shares; 2025Q3: 304,545 shares; 2025Q4: 289,992 shares; 2026Q1: 284,894 shares 284,894 $185M 2.99% -5,098 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444,781 shares; 2026Q1: 2,668,843 shares 2,668,843 $179M 2.89% +1,224,062 Timeline HEFA 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 797 shares; 2025Q2: not reported; 2025Q3: 1,794,056 shares; 2025Q4: 2,712,794 shares; 2026Q1: 3,074,762 shares 3,074,762 $131M 2.11% +361,968 Timeline MDYV 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: 1,315,905 shares; 2024Q4: 1,328,415 shares; 2025Q1: 1,328,221 shares; 2025Q2: 1,369,003 shares; 2025Q3: 1,320,638 shares; 2025Q4: 1,303,671 shares; 2026Q1: 1,343,748 shares 1,343,748 $114M 1.85% +40,077 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: 77,464 shares; 2024Q4: 74,188 shares; 2025Q1: 72,605 shares; 2025Q2: 75,691 shares; 2025Q3: 80,644 shares; 2025Q4: 298,766 shares; 2026Q1: 298,262 shares 298,262 $106M 1.72% -504 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979,419 shares; 2024Q4: 997,608 shares; 2025Q1: 1,021,776 shares; 2025Q2: 1,069,712 shares; 2025Q3: 1,057,787 shares; 2025Q4: 1,054,792 shares; 2026Q1: 1,083,341 shares 1,083,341 $104M 1.68% +28,549 Timeline JMST 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: 443,905 shares; 2024Q4: 685,120 shares; 2025Q1: 822,298 shares; 2025Q2: 904,286 shares; 2025Q3: 1,036,537 shares; 2025Q4: 1,184,016 shares; 2026Q1: 1,491,349 shares 1,491,349 $76M 1.23% +307,333 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: 729,519 shares; 2024Q4: 739,385 shares; 2025Q1: 751,823 shares; 2025Q2: 788,734 shares; 2025Q3: 788,199 shares; 2025Q4: 781,673 shares; 2026Q1: 797,912 shares 797,912 $75.5M 1.22% +16,239 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 1,639,891 shares; 2025Q4: 1,339,244 shares; 2026Q1: 1,274,569 shares 1,274,569 $75.3M 1.21% -64,675 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,042 shares; 2024Q4: 30,723 shares; 2025Q1: 29,895 shares; 2025Q2: 38,211 shares; 2025Q3: 533,490 shares; 2025Q4: 718,922 shares; 2026Q1: 707,769 shares 707,769 $68.8M 1.11% -11,153 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: 429,790 shares; 2024Q4: 372,137 shares; 2025Q1: 340,318 shares; 2025Q2: 332,831 shares; 2025Q3: 310,830 shares; 2025Q4: 682,820 shares; 2026Q1: 683,676 shares 683,676 $66.4M 1.07% +856 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: 3,880 shares; 2024Q4: 383,174 shares; 2025Q1: 409,933 shares; 2025Q2: 524,672 shares; 2025Q3: 567,504 shares; 2025Q4: 849,669 shares; 2026Q1: 945,629 shares 945,629 $66M 1.06% +95,960 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: 622,013 shares; 2024Q4: 630,468 shares; 2025Q1: 639,123 shares; 2025Q2: 669,084 shares; 2025Q3: 660,330 shares; 2025Q4: 660,442 shares; 2026Q1: 682,296 shares 682,296 $65.9M 1.06% +21,854 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: 507,926 shares; 2024Q4: 430,349 shares; 2025Q1: 430,220 shares; 2025Q2: 445,110 shares; 2025Q3: 555,666 shares; 2025Q4: 322,653 shares; 2026Q1: 337,012 shares 337,012 $58.8M 0.95% +14,359 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: 144,761 shares; 2024Q4: 140,684 shares; 2025Q1: 140,116 shares; 2025Q2: 148,504 shares; 2025Q3: 174,619 shares; 2025Q4: 148,675 shares; 2026Q1: 157,278 shares 157,278 $58.2M 0.94% +8,603 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: 888,108 shares; 2025Q4: 1,162,266 shares; 2026Q1: 1,191,852 shares 1,191,852 $55.1M 0.89% +29,586 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: 3,060 shares; 2024Q4: 3,101 shares; 2025Q1: 3,068 shares; 2025Q2: not reported; 2025Q3: 1,106,095 shares; 2025Q4: 1,126,823 shares; 2026Q1: 1,124,639 shares 1,124,639 $52.8M 0.85% -2,184 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 1,005 shares; 2025Q1: 1,316 shares; 2025Q2: not reported; 2025Q3: 12,405 shares; 2025Q4: 408,193 shares; 2026Q1: 524,082 shares 524,082 $50M 0.81% +115,889 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: 747,406 shares; 2024Q4: 760,803 shares; 2025Q1: 839,200 shares; 2025Q2: 909,213 shares; 2025Q3: 943,161 shares; 2025Q4: 1,192,856 shares; 2026Q1: 1,429,232 shares 1,429,232 $48.3M 0.78% +236,376 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: 21,389 shares; 2024Q4: 5,765 shares; 2025Q1: 6,512 shares; 2025Q2: 10,555 shares; 2025Q3: 14,103 shares; 2025Q4: 190,506 shares; 2026Q1: 191,351 shares 191,351 $47.5M 0.77% +845 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 367 shares; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 290,491 shares; 2025Q4: 957,676 shares; 2026Q1: 957,078 shares 957,078 $44.9M 0.73% -598 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,095 shares; 2024Q4: 12,237 shares; 2025Q1: 12,944 shares; 2025Q2: 13,878 shares; 2025Q3: 305,205 shares; 2025Q4: 455,861 shares; 2026Q1: 466,390 shares 466,390 $44.3M 0.71% +10,529 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: 122,318 shares; 2024Q4: 120,295 shares; 2025Q1: 114,193 shares; 2025Q2: 118,040 shares; 2025Q3: 110,933 shares; 2025Q4: 99,437 shares; 2026Q1: 385,930 shares 385,930 $41.1M 0.66% +286,493 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: 23,174 shares; 2024Q4: 21,463 shares; 2025Q1: 25,904 shares; 2025Q2: 24,083 shares; 2025Q3: 220,112 shares; 2025Q4: 277,566 shares; 2026Q1: 274,803 shares 274,803 $34.2M 0.55% -2,763 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: 1,454 shares; 2024Q4: 1,480 shares; 2025Q1: 2,921 shares; 2025Q2: 1,641 shares; 2025Q3: 99,896 shares; 2025Q4: 163,462 shares; 2026Q1: 155,844 shares 155,844 $32.9M 0.53% -7,618 Timeline SPTI 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: 28,023 shares; 2024Q4: 13,833 shares; 2025Q1: 13,183 shares; 2025Q2: 9,857 shares; 2025Q3: 888,742 shares; 2025Q4: 1,091,131 shares; 2026Q1: 1,107,517 shares 1,107,517 $31.7M 0.51% +16,386 Timeline TAFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,412,105 shares; 2025Q3: 1,339,891 shares; 2025Q4: 1,272,801 shares; 2026Q1: 1,242,535 shares 1,242,535 $31.4M 0.51% -30,266 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,412 shares; 2025Q1: 1,391 shares; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 303,725 shares; 2026Q1: 309,931 shares 309,931 $30.8M 0.5% +6,206 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: 235 shares; 2025Q2: not reported; 2025Q3: 276,262 shares; 2025Q4: 335,693 shares; 2026Q1: 323,544 shares 323,544 $30.5M 0.49% -12,149 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: 58,032 shares; 2024Q4: 62,005 shares; 2025Q1: 66,793 shares; 2025Q2: 68,304 shares; 2025Q3: 124,035 shares; 2025Q4: 461,848 shares; 2026Q1: 461,341 shares 461,341 $29.6M 0.48% -507 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: 550,863 shares; 2024Q4: 542,880 shares; 2025Q1: 546,355 shares; 2025Q2: 530,842 shares; 2025Q3: 530,849 shares; 2025Q4: 518,150 shares; 2026Q1: 512,580 shares 512,580 $29.5M 0.48% -5,570 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: 222,161 shares; 2024Q4: 211,565 shares; 2025Q1: 206,626 shares; 2025Q2: 193,145 shares; 2025Q3: 190,207 shares; 2025Q4: 180,219 shares; 2026Q1: 175,418 shares 175,418 $29M 0.47% -4,801 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 1,011 shares; 2025Q1: 432 shares; 2025Q2: not reported; 2025Q3: 935,642 shares; 2025Q4: 1,185,787 shares; 2026Q1: 1,209,030 shares 1,209,030 $28.1M 0.45% +23,243 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: 152,495 shares; 2024Q4: 146,911 shares; 2025Q1: 148,041 shares; 2025Q2: 162,008 shares; 2025Q3: 195,586 shares; 2025Q4: 113,315 shares; 2026Q1: 129,681 shares 129,681 $27M 0.44% +16,366 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: 257 shares; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 1,145 shares; 2025Q3: 3,279 shares; 2025Q4: 107,902 shares; 2026Q1: 112,440 shares 112,440 $26.7M 0.43% +4,538 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859,511 shares; 2025Q4: 1,076,818 shares; 2026Q1: 1,097,932 shares 1,097,932 $26.7M 0.43% +21,114 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: 19,175 shares; 2024Q4: 18,962 shares; 2025Q1: 19,131 shares; 2025Q2: 160,566 shares; 2025Q3: 160,763 shares; 2025Q4: 134,285 shares; 2026Q1: 134,202 shares 134,202 $26.6M 0.43% -83 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,530 shares; 2024Q4: 57,829 shares; 2025Q1: 61,283 shares; 2025Q2: 62,981 shares; 2025Q3: 62,551 shares; 2025Q4: 83,144 shares; 2026Q1: 81,046 shares 81,046 $26M 0.42% -2,098 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431,238 shares; 2025Q4: 573,058 shares; 2026Q1: 431,747 shares 431,747 $25.1M 0.41% -141,311 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: 51,021 shares; 2024Q4: 48,191 shares; 2025Q1: 49,102 shares; 2025Q2: 50,174 shares; 2025Q3: 176,076 shares; 2025Q4: 163,324 shares; 2026Q1: 164,427 shares 164,427 $23.7M 0.38% +1,103 Timeline STIP 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: 1,155 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219,624 shares; 2026Q1: 227,876 shares 227,876 $23.6M 0.38% +8,252 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: 34,191 shares; 2024Q4: 35,156 shares; 2025Q1: 39,069 shares; 2025Q2: 38,350 shares; 2025Q3: 366,432 shares; 2025Q4: 445,838 shares; 2026Q1: 435,614 shares 435,614 $23.5M 0.38% -10,224 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: 154,000 shares; 2024Q4: 169,139 shares; 2025Q1: 139,747 shares; 2025Q2: 141,734 shares; 2025Q3: 263,587 shares; 2025Q4: 236,491 shares; 2026Q1: 224,326 shares 224,326 $20.6M 0.33% -12,165 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: 43,683 shares; 2024Q4: 41,649 shares; 2025Q1: 42,811 shares; 2025Q2: 49,398 shares; 2025Q3: 55,640 shares; 2025Q4: 41,725 shares; 2026Q1: 42,083 shares 42,083 $20.2M 0.33% +358 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: 126,562 shares; 2024Q4: 120,075 shares; 2025Q1: 119,563 shares; 2025Q2: 128,956 shares; 2025Q3: 149,175 shares; 2025Q4: 65,751 shares; 2026Q1: 67,978 shares 67,978 $19.5M 0.32% +2,227 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: 17,815 shares; 2024Q4: 18,082 shares; 2025Q1: 18,632 shares; 2025Q2: 18,496 shares; 2025Q3: 24,549 shares; 2025Q4: 28,087 shares; 2026Q1: 28,452 shares 28,452 $18.6M 0.3% +365 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: 60,978 shares; 2024Q4: 59,692 shares; 2025Q1: 55,688 shares; 2025Q2: 59,027 shares; 2025Q3: 71,641 shares; 2025Q4: 42,511 shares; 2026Q1: 48,390 shares 48,390 $18M 0.29% +5,879 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,663 shares; 2025Q4: 338,397 shares; 2026Q1: 344,179 shares 344,179 $17.9M 0.29% +5,782 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: 67,799 shares; 2024Q4: 63,853 shares; 2025Q1: 64,377 shares; 2025Q2: 67,031 shares; 2025Q3: 77,640 shares; 2025Q4: 62,290 shares; 2026Q1: 62,084 shares 62,084 $17.8M 0.29% -206 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: 16,861 shares; 2024Q4: 14,648 shares; 2025Q1: 14,088 shares; 2025Q2: 13,795 shares; 2025Q3: 34,161 shares; 2025Q4: 125,435 shares; 2026Q1: 134,002 shares 134,002 $17.8M 0.29% +8,567 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: 58,765 shares; 2024Q4: 60,661 shares; 2025Q1: 61,338 shares; 2025Q2: 68,583 shares; 2025Q3: 75,102 shares; 2025Q4: 48,619 shares; 2026Q1: 60,410 shares 60,410 $17.8M 0.29% +11,791 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,030 shares; 2024Q4: 51,680 shares; 2025Q1: 43,650 shares; 2025Q2: 41,969 shares; 2025Q3: 83,314 shares; 2025Q4: 56,325 shares; 2026Q1: 155,640 shares 155,640 $17.3M 0.28% +99,315 Timeline SPHQ 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: 1,140 shares; 2025Q2: not reported; 2025Q3: 385,604 shares; 2025Q4: 273,638 shares; 2026Q1: 224,229 shares 224,229 $16.9M 0.27% -49,409 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 670 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 120,833 shares; 2025Q4: 165,640 shares; 2026Q1: 677,582 shares 677,582 $15.5M 0.25% +511,942 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 118 shares; 2025Q1: 1,907 shares; 2025Q2: 2,555 shares; 2025Q3: 36,040 shares; 2025Q4: 57,712 shares; 2026Q1: 62,429 shares 62,429 $15M 0.24% +4,717 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: 74,003 shares; 2024Q4: 72,864 shares; 2025Q1: 75,038 shares; 2025Q2: 76,797 shares; 2025Q3: 83,067 shares; 2025Q4: 63,868 shares; 2026Q1: 64,756 shares 64,756 $14.1M 0.23% +888 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,902 shares; 2025Q4: 354,467 shares; 2026Q1: 414,031 shares 414,031 $13.6M 0.22% +59,564 Timeline VGLT 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: 627 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: 223,563 shares; 2025Q4: 233,126 shares; 2026Q1: 239,924 shares 239,924 $13.3M 0.21% +6,798 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: 238,230 shares; 2024Q4: 228,872 shares; 2025Q1: 224,795 shares; 2025Q2: 217,788 shares; 2025Q3: 214,938 shares; 2025Q4: 204,382 shares; 2026Q1: 198,271 shares 198,271 $13.1M 0.21% -6,111 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: 1,440 shares; 2024Q4: 1,449 shares; 2025Q1: 1,437 shares; 2025Q2: 1,154 shares; 2025Q3: 2,514 shares; 2025Q4: 54,025 shares; 2026Q1: 48,648 shares 48,648 $12.7M 0.21% -5,377 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: 1,976 shares; 2024Q4: 947 shares; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,493 shares; 2026Q1: 156,828 shares 156,828 $12.4M 0.2% +10,335 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: 98,603 shares; 2024Q4: 96,521 shares; 2025Q1: 89,940 shares; 2025Q2: 92,991 shares; 2025Q3: 92,507 shares; 2025Q4: 90,582 shares; 2026Q1: 89,844 shares 89,844 $11.5M 0.19% -738 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: 2,812 shares; 2024Q4: 2,812 shares; 2025Q1: 4,108 shares; 2025Q2: 4,040 shares; 2025Q3: 151,061 shares; 2025Q4: 229,936 shares; 2026Q1: 230,873 shares 230,873 $11.4M 0.18% +937 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: 402 shares; 2024Q4: 407 shares; 2025Q1: 857 shares; 2025Q2: not reported; 2025Q3: 16,029 shares; 2025Q4: 31,580 shares; 2026Q1: 51,095 shares 51,095 $11.2M 0.18% +19,515 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: 49,663 shares; 2024Q4: 49,198 shares; 2025Q1: 49,638 shares; 2025Q2: 56,815 shares; 2025Q3: 69,689 shares; 2025Q4: 26,824 shares; 2026Q1: 35,927 shares 35,927 $11.1M 0.18% +9,103 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,906 shares; 2025Q4: 307,711 shares; 2026Q1: 305,036 shares 305,036 $11M 0.18% -2,675 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: 33,411 shares; 2024Q4: 30,928 shares; 2025Q1: 32,173 shares; 2025Q2: 34,417 shares; 2025Q3: 39,384 shares; 2025Q4: 16,828 shares; 2026Q1: 19,050 shares 19,050 $10.9M 0.18% +2,222 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: 41,600 shares; 2024Q4: 39,664 shares; 2025Q1: 39,797 shares; 2025Q2: 48,825 shares; 2025Q3: 50,006 shares; 2025Q4: 51,399 shares; 2026Q1: 49,661 shares 49,661 $10.7M 0.17% -1,738 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: 403,820 shares; 2024Q4: 405,382 shares; 2025Q1: 404,570 shares; 2025Q2: 406,281 shares; 2025Q3: 413,254 shares; 2025Q4: 400,469 shares; 2026Q1: 403,937 shares 403,937 $10.6M 0.17% +3,468 Timeline IGIB 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: 147,982 shares; 2025Q4: 190,872 shares; 2026Q1: 196,247 shares 196,247 $10.4M 0.17% +5,375 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: 151,272 shares; 2024Q4: 456,524 shares; 2025Q1: 400,090 shares; 2025Q2: 402,523 shares; 2025Q3: 411,380 shares; 2025Q4: 425,946 shares; 2026Q1: 403,164 shares 403,164 $10.3M 0.17% -22,782 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: 60,972 shares; 2024Q4: 51,994 shares; 2025Q1: 54,348 shares; 2025Q2: 55,936 shares; 2025Q3: 75,940 shares; 2025Q4: 49,565 shares; 2026Q1: 60,712 shares 60,712 $10.3M 0.17% +11,147 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: 12,201 shares; 2024Q4: 12,586 shares; 2025Q1: 11,319 shares; 2025Q2: 18,030 shares; 2025Q3: 33,758 shares; 2025Q4: 107,102 shares; 2026Q1: 104,539 shares 104,539 $10.3M 0.17% -2,563 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316,056 shares; 2025Q4: 426,717 shares; 2026Q1: 409,187 shares 409,187 $10.1M 0.16% -17,530 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: 35,741 shares; 2024Q4: 36,312 shares; 2025Q1: 33,106 shares; 2025Q2: 37,777 shares; 2025Q3: 37,255 shares; 2025Q4: 45,783 shares; 2026Q1: 46,827 shares 46,827 $10M 0.16% +1,044 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,829 shares; 2025Q4: 197,322 shares; 2026Q1: 204,816 shares 204,816 $9.84M 0.16% +7,494 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,626 shares; 2025Q1: 6,167 shares; 2025Q2: 11,336 shares; 2025Q3: 12,439 shares; 2025Q4: 108,817 shares; 2026Q1: 109,381 shares 109,381 $9.7M 0.16% +564 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 398 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,699 shares; 2026Q1: 67,679 shares 67,679 $9.57M 0.15% -1,020 Timeline SOXQ 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: 320 shares; 2025Q2: not reported; 2025Q3: 131,611 shares; 2025Q4: 161,837 shares; 2026Q1: 159,046 shares 159,046 $9.5M 0.15% -2,791 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: 26,691 shares; 2024Q4: 25,155 shares; 2025Q1: 25,744 shares; 2025Q2: 37,279 shares; 2025Q3: 42,170 shares; 2025Q4: 25,906 shares; 2026Q1: 30,491 shares 30,491 $9.22M 0.15% +4,585 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: 39,994 shares; 2024Q4: 39,959 shares; 2025Q1: 41,086 shares; 2025Q2: 38,841 shares; 2025Q3: 53,329 shares; 2025Q4: 43,802 shares; 2026Q1: 44,183 shares 44,183 $9.14M 0.15% +381 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: 5,440 shares; 2024Q4: 4,163 shares; 2025Q1: 5,044 shares; 2025Q2: 5,172 shares; 2025Q3: 10,628 shares; 2025Q4: 12,274 shares; 2026Q1: 99,329 shares 99,329 $8.66M 0.14% +87,055 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: 47,159 shares; 2024Q4: 41,793 shares; 2025Q1: 45,183 shares; 2025Q2: 45,862 shares; 2025Q3: 48,919 shares; 2025Q4: 32,513 shares; 2026Q1: 34,953 shares 34,953 $8.54M 0.14% +2,440 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 1,144 shares; 2025Q1: 16,017 shares; 2025Q2: 18,640 shares; 2025Q3: 68,210 shares; 2025Q4: 48,678 shares; 2026Q1: 120,395 shares 120,395 $8.45M 0.14% +71,717 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: 68,437 shares; 2024Q4: 66,093 shares; 2025Q1: 64,646 shares; 2025Q2: 61,204 shares; 2025Q3: 60,361 shares; 2025Q4: 64,154 shares; 2026Q1: 71,554 shares 71,554 $8.09M 0.13% +7,400 Timeline IGEB 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: 33,484 shares; 2025Q2: 6,441 shares; 2025Q3: 172,190 shares; 2025Q4: 193,093 shares; 2026Q1: 175,208 shares 175,208 $7.89M 0.13% -17,885 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: 11,042 shares; 2024Q4: 10,733 shares; 2025Q1: 10,712 shares; 2025Q2: 11,375 shares; 2025Q3: 11,666 shares; 2025Q4: 7,155 shares; 2026Q1: 7,660 shares 7,660 $7.63M 0.12% +505 Timeline IEUR 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: 66 shares; 2025Q2: not reported; 2025Q3: 91,476 shares; 2025Q4: 118,183 shares; 2026Q1: 106,545 shares 106,545 $7.49M 0.12% -11,638 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: 67,785 shares; 2024Q4: 62,582 shares; 2025Q1: 65,539 shares; 2025Q2: 58,994 shares; 2025Q3: 80,550 shares; 2025Q4: 39,254 shares; 2026Q1: 58,822 shares 58,822 $7.31M 0.12% +19,568 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: 8,706 shares; 2024Q4: 8,102 shares; 2025Q1: 10,419 shares; 2025Q2: 10,571 shares; 2025Q3: 14,602 shares; 2025Q4: 15,027 shares; 2026Q1: 99,802 shares 99,802 $7.27M 0.12% +84,775 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: 117,015 shares; 2024Q4: 103,892 shares; 2025Q1: 101,357 shares; 2025Q2: 99,321 shares; 2025Q3: 97,949 shares; 2025Q4: 96,916 shares; 2026Q1: 97,378 shares 97,378 $7.24M 0.12% +462 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: 10,264 shares; 2024Q4: 10,071 shares; 2025Q1: 10,348 shares; 2025Q2: 10,041 shares; 2025Q3: 12,540 shares; 2025Q4: 8,744 shares; 2026Q1: 10,086 shares 10,086 $7.15M 0.12% +1,342 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: 22,164 shares; 2024Q4: 21,938 shares; 2025Q1: 22,735 shares; 2025Q2: 19,481 shares; 2025Q3: 27,131 shares; 2025Q4: 21,533 shares; 2026Q1: 22,807 shares 22,807 $7.09M 0.11% +1,274 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: 267 shares; 2024Q4: 244 shares; 2025Q1: 376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,620 shares; 2026Q1: 82,660 shares 82,660 $6.84M 0.11% -960 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,705 shares; 2024Q4: 44,705 shares; 2025Q1: 46,476 shares; 2025Q2: 41,544 shares; 2025Q3: 27,129 shares; 2025Q4: 27,127 shares; 2026Q1: 43,827 shares 43,827 $6.73M 0.11% +16,700 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: 13,244 shares; 2024Q4: 13,022 shares; 2025Q1: 13,321 shares; 2025Q2: 14,419 shares; 2025Q3: 15,361 shares; 2025Q4: 6,683 shares; 2026Q1: 7,201 shares 7,201 $6.62M 0.11% +518 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: 29,415 shares; 2024Q4: 26,278 shares; 2025Q1: 10,058 shares; 2025Q2: 10,955 shares; 2025Q3: 14,942 shares; 2025Q4: 14,221 shares; 2026Q1: 14,871 shares 14,871 $6.61M 0.11% +650 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: 3,931 shares; 2024Q4: 3,654 shares; 2025Q1: 3,860 shares; 2025Q2: 4,979 shares; 2025Q3: 27,970 shares; 2025Q4: 40,961 shares; 2026Q1: 40,424 shares 40,424 $6.54M 0.11% -537 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 6,468 shares; 2025Q1: 6,109 shares; 2025Q2: 5,420 shares; 2025Q3: 9,350 shares; 2025Q4: 136,990 shares; 2026Q1: 138,397 shares 138,397 $6.51M 0.11% +1,407 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 9 shares 9 $6.46M 0.1% +3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,060 shares; 2024Q4: 16,319 shares; 2025Q1: 14,472 shares; 2025Q2: 13,798 shares; 2025Q3: 19,571 shares; 2025Q4: 64,556 shares; 2026Q1: 62,593 shares 62,593 $5.99M 0.1% -1,963 Timeline ARTY 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: 103,940 shares; 2025Q4: 130,110 shares; 2026Q1: 128,549 shares 128,549 $5.98M 0.1% -1,561 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,809 shares; 2024Q4: 99,625 shares; 2025Q1: 95,309 shares; 2025Q2: 81,940 shares; 2025Q3: 77,292 shares; 2025Q4: 77,905 shares; 2026Q1: 75,044 shares 75,044 $5.9M 0.1% -2,861 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: 33,787 shares; 2024Q4: 29,101 shares; 2025Q1: 31,540 shares; 2025Q2: 36,934 shares; 2025Q3: 43,370 shares; 2025Q4: 25,193 shares; 2026Q1: 36,577 shares 36,577 $5.68M 0.09% +11,384 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: 6,264 shares; 2024Q4: 4,384 shares; 2025Q1: 4,593 shares; 2025Q2: 4,205 shares; 2025Q3: 21,389 shares; 2025Q4: 36,624 shares; 2026Q1: 38,690 shares 38,690 $5.67M 0.09% +2,066 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,765 shares; 2025Q4: 163,984 shares; 2026Q1: 192,498 shares 192,498 $5.59M 0.09% +28,514 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: 9,609 shares; 2024Q4: 8,193 shares; 2025Q1: 8,216 shares; 2025Q2: 8,956 shares; 2025Q3: 9,875 shares; 2025Q4: 55,037 shares; 2026Q1: 57,568 shares 57,568 $5.54M 0.09% +2,531 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,303 shares; 2025Q1: 3,455 shares; 2025Q2: 4,610 shares; 2025Q3: 8,286 shares; 2025Q4: 9,837 shares; 2026Q1: 28,809 shares 28,809 $5.53M 0.09% +18,972 Timeline SCHK 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: 34,360 shares; 2024Q4: 68,530 shares; 2025Q1: 67,305 shares; 2025Q2: 66,905 shares; 2025Q3: 66,905 shares; 2025Q4: 179,217 shares; 2026Q1: 175,317 shares 175,317 $5.49M 0.09% -3,900 Timeline TECB 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: 75,490 shares; 2025Q4: 95,175 shares; 2026Q1: 94,890 shares 94,890 $5.26M 0.08% -285 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: 33,362 shares; 2024Q4: 31,489 shares; 2025Q1: 32,891 shares; 2025Q2: 36,032 shares; 2025Q3: 44,580 shares; 2025Q4: 35,695 shares; 2026Q1: 35,419 shares 35,419 $5.21M 0.08% -276 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,429 shares; 2024Q4: 249,168 shares; 2025Q1: 239,670 shares; 2025Q2: 235,172 shares; 2025Q3: 234,892 shares; 2025Q4: 229,744 shares; 2026Q1: 229,271 shares 229,271 $5.16M 0.08% -473 Timeline TQQQ 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: 10,743 shares; 2024Q4: 8,299 shares; 2025Q1: 8,959 shares; 2025Q2: 16,500 shares; 2025Q3: 40,492 shares; 2025Q4: 60,725 shares; 2026Q1: 122,144 shares 122,144 $5.09M 0.08% +61,419 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: 76,934 shares; 2024Q4: 73,933 shares; 2025Q1: 83,157 shares; 2025Q2: 83,501 shares; 2025Q3: 88,324 shares; 2025Q4: 54,025 shares; 2026Q1: 62,961 shares 62,961 $5.01M 0.08% +8,936 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,268 shares; 2025Q1: 3,025 shares; 2025Q2: 3,219 shares; 2025Q3: 9,874 shares; 2025Q4: 8,101 shares; 2026Q1: 7,975 shares 7,975 $4.82M 0.08% -126 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,610 shares; 2025Q1: 6,842 shares; 2025Q2: 6,302 shares; 2025Q3: 20,089 shares; 2025Q4: 66,776 shares; 2026Q1: 76,026 shares 76,026 $4.66M 0.08% +9,250 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: 29,453 shares; 2024Q4: 42,465 shares; 2025Q1: 48,455 shares; 2025Q2: 46,713 shares; 2025Q3: 49,563 shares; 2025Q4: 55,142 shares; 2026Q1: 51,195 shares 51,195 $4.63M 0.07% -3,947 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: 16,703 shares; 2024Q4: 26,913 shares; 2025Q1: 29,246 shares; 2025Q2: 37,682 shares; 2025Q3: 49,532 shares; 2025Q4: 31,698 shares; 2026Q1: 31,098 shares 31,098 $4.55M 0.07% -600 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: 27,866 shares; 2024Q4: 27,866 shares; 2025Q1: 30,596 shares; 2025Q2: 27,866 shares; 2025Q3: 27,866 shares; 2025Q4: 112,300 shares; 2026Q1: 112,300 shares 112,300 $4.36M 0.07% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 2,477 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,642 shares; 2026Q1: 91,601 shares 91,601 $4.36M 0.07% +3,959 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: 18,408 shares; 2024Q4: 18,418 shares; 2025Q1: 20,298 shares; 2025Q2: 20,100 shares; 2025Q3: 19,935 shares; 2025Q4: 21,307 shares; 2026Q1: 21,097 shares 21,097 $4.34M 0.07% -210 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: 34,602 shares; 2024Q4: 32,781 shares; 2025Q1: 30,616 shares; 2025Q2: 28,335 shares; 2025Q3: 29,797 shares; 2025Q4: 30,162 shares; 2026Q1: 29,528 shares 29,528 $4.31M 0.07% -634 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: 16,490 shares; 2024Q4: 15,625 shares; 2025Q1: 15,945 shares; 2025Q2: 15,986 shares; 2025Q3: 17,393 shares; 2025Q4: 12,768 shares; 2026Q1: 12,985 shares 12,985 $4.27M 0.07% +217 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: 19,562 shares; 2024Q4: 20,785 shares; 2025Q1: 20,202 shares; 2025Q2: 20,837 shares; 2025Q3: 25,866 shares; 2025Q4: 17,731 shares; 2026Q1: 17,298 shares 17,298 $4.19M 0.07% -433 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: 17,698 shares; 2024Q4: 16,793 shares; 2025Q1: 17,405 shares; 2025Q2: 18,206 shares; 2025Q3: 21,673 shares; 2025Q4: 14,409 shares; 2026Q1: 13,797 shares 13,797 $4.17M 0.07% -612 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: 49,100 shares; 2024Q4: 4,227 shares; 2025Q1: 4,656 shares; 2025Q2: 4,100 shares; 2025Q3: 95,995 shares; 2025Q4: 124,996 shares; 2026Q1: 46,777 shares 46,777 $4.12M 0.07% -78,219 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: 39,547 shares; 2024Q4: 36,259 shares; 2025Q1: 32,714 shares; 2025Q2: 39,328 shares; 2025Q3: 45,059 shares; 2025Q4: 19,276 shares; 2026Q1: 34,262 shares 34,262 $4.12M 0.07% +14,986 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 5,925 shares; 2025Q1: 5,930 shares; 2025Q2: 5,705 shares; 2025Q3: 31,102 shares; 2025Q4: 28,424 shares; 2026Q1: 29,321 shares 29,321 $3.99M 0.06% +897 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: 54,755 shares; 2024Q4: 55,146 shares; 2025Q1: 55,530 shares; 2025Q2: 59,993 shares; 2025Q3: 66,831 shares; 2025Q4: 46,824 shares; 2026Q1: 51,081 shares 51,081 $3.96M 0.06% +4,257 Timeline DXJ 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: 300 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,576 shares 24,576 $3.9M 0.06% new 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: 47,403 shares; 2024Q4: 46,127 shares; 2025Q1: 46,801 shares; 2025Q2: 51,228 shares; 2025Q3: 54,754 shares; 2025Q4: 38,751 shares; 2026Q1: 37,785 shares 37,785 $3.88M 0.06% -966 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: 3,922 shares; 2024Q4: 4,104 shares; 2025Q1: 4,134 shares; 2025Q2: 3,226 shares; 2025Q3: 4,883 shares; 2025Q4: 3,590 shares; 2026Q1: 11,468 shares 11,468 $3.88M 0.06% +7,878 Timeline SYSB 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: 35,633 shares; 2026Q1: 42,829 shares 42,829 $3.81M 0.06% +7,196 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: 30,387 shares; 2024Q4: 26,259 shares; 2025Q1: 29,034 shares; 2025Q2: 31,330 shares; 2025Q3: 35,430 shares; 2025Q4: 20,551 shares; 2026Q1: 18,737 shares 18,737 $3.81M 0.06% -1,814 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 2,522 shares; 2025Q4: 21,463 shares; 2026Q1: 21,441 shares 21,441 $3.77M 0.06% -22 Timeline SCHO 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: 927 shares; 2024Q4: 1,793 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 145,507 shares; 2025Q4: 150,313 shares; 2026Q1: 153,276 shares 153,276 $3.72M 0.06% +2,963 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: 20,050 shares; 2024Q4: 22,924 shares; 2025Q1: 21,390 shares; 2025Q2: 17,814 shares; 2025Q3: 24,450 shares; 2025Q4: 18,022 shares; 2026Q1: 18,538 shares 18,538 $3.69M 0.06% +516 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: 99,533 shares; 2024Q4: 91,580 shares; 2025Q1: 100,600 shares; 2025Q2: 112,003 shares; 2025Q3: 132,855 shares; 2025Q4: 79,020 shares; 2026Q1: 74,588 shares 74,588 $3.64M 0.06% -4,432 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 16,258 shares; 2025Q1: 16,172 shares; 2025Q2: 17,663 shares; 2025Q3: 21,291 shares; 2025Q4: 10,342 shares; 2026Q1: 10,995 shares 10,995 $3.62M 0.06% +653 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 17,520 shares; 2025Q1: 17,708 shares; 2025Q2: 17,959 shares; 2025Q3: 18,201 shares; 2025Q4: 26,848 shares; 2026Q1: 27,246 shares 27,246 $3.6M 0.06% +398 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: 26,902 shares; 2024Q4: 25,631 shares; 2025Q1: 25,909 shares; 2025Q2: 26,946 shares; 2025Q3: 30,540 shares; 2025Q4: 16,518 shares; 2026Q1: 18,340 shares 18,340 $3.54M 0.06% +1,822 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: 24,417 shares; 2024Q4: 73,421 shares; 2025Q1: 61,226 shares; 2025Q2: 59,607 shares; 2025Q3: 115,542 shares; 2025Q4: 115,967 shares; 2026Q1: 111,965 shares 111,965 $3.47M 0.06% -4,002 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: 51,771 shares; 2024Q4: 51,651 shares; 2025Q1: 51,282 shares; 2025Q2: 51,387 shares; 2025Q3: 51,860 shares; 2025Q4: 52,318 shares; 2026Q1: 71,374 shares 71,374 $3.45M 0.06% +19,056 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 9,365 shares; 2025Q1: 14,439 shares; 2025Q2: 15,649 shares; 2025Q3: 15,441 shares; 2025Q4: 14,100 shares; 2026Q1: 17,585 shares 17,585 $3.37M 0.05% +3,485 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: 97,848 shares; 2024Q4: 96,766 shares; 2025Q1: 103,001 shares; 2025Q2: 98,939 shares; 2025Q3: 31,511 shares; 2025Q4: 22,847 shares; 2026Q1: 27,428 shares 27,428 $3.32M 0.05% +4,581 Timeline QLTA 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: 36,570 shares; 2025Q4: 51,503 shares; 2026Q1: 69,682 shares 69,682 $3.32M 0.05% +18,179 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: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 10,498 shares; 2025Q4: 25,865 shares; 2026Q1: 30,147 shares 30,147 $3.29M 0.05% +4,282 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: 50,774 shares; 2024Q4: 47,559 shares; 2025Q1: 48,317 shares; 2025Q2: 50,458 shares; 2025Q3: 55,682 shares; 2025Q4: 27,128 shares; 2026Q1: 42,441 shares 42,441 $3.23M 0.05% +15,313 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 37,395 shares; 2025Q4: 31,873 shares; 2026Q1: 28,203 shares 28,203 $3.13M 0.05% -3,670 Timeline FLOT 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 521 shares; 2025Q2: not reported; 2025Q3: 53,264 shares; 2025Q4: 63,887 shares; 2026Q1: 60,803 shares 60,803 $3.1M 0.05% -3,084 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,406 shares; 2025Q4: 64,756 shares; 2026Q1: 61,409 shares 61,409 $3.09M 0.05% -3,347 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,589 shares; 2025Q1: 3,481 shares; 2025Q2: 4,112 shares; 2025Q3: 4,407 shares; 2025Q4: 4,915 shares; 2026Q1: 6,864 shares 6,864 $2.95M 0.05% +1,949 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 46,621 shares; 2025Q4: 59,087 shares; 2026Q1: 58,015 shares 58,015 $2.95M 0.05% -1,072 Timeline CLOA 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: not reported; 2025Q2: not reported; 2025Q3: 8,299 shares; 2025Q4: 21,184 shares; 2026Q1: 56,642 shares 56,642 $2.94M 0.05% +35,458 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,177 shares; 2024Q4: 16,014 shares; 2025Q1: 15,968 shares; 2025Q2: 14,536 shares; 2025Q3: 18,307 shares; 2025Q4: 18,693 shares; 2026Q1: 30,132 shares 30,132 $2.79M 0.05% +11,439 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: 3,246 shares; 2024Q4: 4,200 shares; 2025Q1: 4,274 shares; 2025Q2: 4,799 shares; 2025Q3: 6,366 shares; 2025Q4: 2,808 shares; 2026Q1: 3,129 shares 3,129 $2.73M 0.04% +321 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 15,993 shares; 2025Q1: 13,907 shares; 2025Q2: 14,574 shares; 2025Q3: 35,781 shares; 2025Q4: 33,143 shares; 2026Q1: 29,217 shares 29,217 $2.73M 0.04% -3,926 Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,796 shares; 2025Q3: 108,246 shares; 2025Q4: 108,919 shares; 2026Q1: 101,840 shares 101,840 $2.72M 0.04% -7,079 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: 29,151 shares; 2024Q4: 26,547 shares; 2025Q1: 46,588 shares; 2025Q2: 36,319 shares; 2025Q3: 43,665 shares; 2025Q4: 38,555 shares; 2026Q1: 39,875 shares 39,875 $2.69M 0.04% +1,320 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,576 shares; 2025Q2: 5,516 shares; 2025Q3: 45,241 shares; 2025Q4: 24,087 shares; 2026Q1: 14,651 shares 14,651 $2.66M 0.04% -9,436 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 6,889 shares 6,889 $2.64M 0.04% +5,060 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,602 shares; 2025Q1: 1,588 shares; 2025Q2: 1,630 shares; 2025Q3: 2,013 shares; 2025Q4: 748 shares; 2026Q1: 2,743 shares 2,743 $2.64M 0.04% +1,995 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,338 shares; 2024Q4: 17,158 shares; 2025Q1: 16,790 shares; 2025Q2: 16,790 shares; 2025Q3: 16,790 shares; 2025Q4: 16,944 shares; 2026Q1: 16,498 shares 16,498 $2.61M 0.04% -446 Timeline VLUE 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 shares; 2024Q4: 91 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,375 shares 18,375 $2.61M 0.04% new 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: 22,593 shares; 2024Q4: 20,653 shares; 2025Q1: 21,000 shares; 2025Q2: 17,581 shares; 2025Q3: 21,740 shares; 2025Q4: 11,870 shares; 2026Q1: 13,929 shares 13,929 $2.6M 0.04% +2,059 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: 10,841 shares; 2024Q4: 10,046 shares; 2025Q1: 10,308 shares; 2025Q2: 11,190 shares; 2025Q3: 13,554 shares; 2025Q4: 4,611 shares; 2026Q1: 5,194 shares 5,194 $2.6M 0.04% +583 Timeline SUSB 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: 97,838 shares; 2026Q1: 103,191 shares 103,191 $2.59M 0.04% +5,353 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: 21,748 shares; 2024Q4: 21,105 shares; 2025Q1: 19,103 shares; 2025Q2: 19,106 shares; 2025Q3: 18,585 shares; 2025Q4: 18,179 shares; 2026Q1: 17,811 shares 17,811 $2.58M 0.04% -368 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: 2,423 shares; 2024Q4: 3,381 shares; 2025Q1: 3,463 shares; 2025Q2: 3,111 shares; 2025Q3: 5,716 shares; 2025Q4: 5,302 shares; 2026Q1: 12,994 shares 12,994 $2.55M 0.04% +7,692 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 13,008 shares; 2025Q1: 13,882 shares; 2025Q2: 15,658 shares; 2025Q3: 21,013 shares; 2025Q4: 8,391 shares; 2026Q1: 8,936 shares 8,936 $2.54M 0.04% +545 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: 5,977 shares; 2024Q4: 4,661 shares; 2025Q1: 5,987 shares; 2025Q2: 4,883 shares; 2025Q3: 6,384 shares; 2025Q4: 34,556 shares; 2026Q1: 34,121 shares 34,121 $2.51M 0.04% -435 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,511 shares; 2025Q1: 3,602 shares; 2025Q2: 4,170 shares; 2025Q3: 3,599 shares; 2025Q4: 4,063 shares; 2026Q1: 4,059 shares 4,059 $2.5M 0.04% -4 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: 3,182 shares; 2024Q4: 3,199 shares; 2025Q1: 6,046 shares; 2025Q2: 8,312 shares; 2025Q3: 9,141 shares; 2025Q4: 8,780 shares; 2026Q1: 11,437 shares 11,437 $2.48M 0.04% +2,657 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: 17,956 shares; 2024Q4: 17,941 shares; 2025Q1: 18,153 shares; 2025Q2: 17,776 shares; 2025Q3: 17,579 shares; 2025Q4: 17,186 shares; 2026Q1: 18,316 shares 18,316 $2.48M 0.04% +1,130 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,791 shares; 2024Q4: 11,930 shares; 2025Q1: 11,534 shares; 2025Q2: 13,417 shares; 2025Q3: 17,466 shares; 2025Q4: 12,303 shares; 2026Q1: 28,489 shares 28,489 $2.47M 0.04% +16,186 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,749 shares; 2026Q1: 29,215 shares 29,215 $2.47M 0.04% +8,466 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,085 shares; 2025Q1: 4,695 shares; 2025Q2: 4,991 shares; 2025Q3: 5,450 shares; 2025Q4: 4,434 shares; 2026Q1: 4,234 shares 4,234 $2.39M 0.04% -200 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 28,245 shares; 2025Q1: 27,598 shares; 2025Q2: 29,906 shares; 2025Q3: 36,405 shares; 2025Q4: 23,315 shares; 2026Q1: 24,682 shares 24,682 $2.38M 0.04% +1,367 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,765 shares; 2024Q4: 26,941 shares; 2025Q1: 26,160 shares; 2025Q2: 32,506 shares; 2025Q3: 33,352 shares; 2025Q4: 37,353 shares; 2026Q1: 47,274 shares 47,274 $2.33M 0.04% +9,921 Timeline DMXF 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: 1,513 shares; 2024Q4: 1,801 shares; 2025Q1: 1,513 shares; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: 28,307 shares; 2026Q1: 30,772 shares 30,772 $2.32M 0.04% +2,465 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,500 shares; 2024Q4: 180,000 shares; 2025Q1: 180,000 shares; 2025Q2: 180,000 shares; 2025Q3: 182,850 shares; 2025Q4: 180,000 shares; 2026Q1: 180,000 shares 180,000 $2.32M 0.04% 0 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 112,918 shares 112,918 $2.32M 0.04% new Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 68,582 shares 68,582 $2.3M 0.04% new 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: 11,245 shares; 2024Q4: 10,291 shares; 2025Q1: 11,071 shares; 2025Q2: 11,338 shares; 2025Q3: 8,354 shares; 2025Q4: 2,928 shares; 2026Q1: 6,543 shares 6,543 $2.3M 0.04% +3,615 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: 12,507 shares; 2024Q4: 12,180 shares; 2025Q1: 11,699 shares; 2025Q2: 11,179 shares; 2025Q3: 12,349 shares; 2025Q4: 8,885 shares; 2026Q1: 8,737 shares 8,737 $2.27M 0.04% -148 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: 37,082 shares; 2024Q4: 75,354 shares; 2025Q1: 66,795 shares; 2025Q2: 65,807 shares; 2025Q3: 61,523 shares; 2025Q4: 79,681 shares; 2026Q1: 90,907 shares 90,907 $2.25M 0.04% +11,226 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: 15,756 shares; 2024Q4: 13,873 shares; 2025Q1: 10,822 shares; 2025Q2: 11,668 shares; 2025Q3: 17,702 shares; 2025Q4: 6,804 shares; 2026Q1: 8,301 shares 8,301 $2.25M 0.04% +1,497 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,192 shares 3,192 $2.24M 0.04% new 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: 8,935 shares; 2024Q4: 7,013 shares; 2025Q1: 9,728 shares; 2025Q2: 7,367 shares; 2025Q3: 11,712 shares; 2025Q4: 3,695 shares; 2026Q1: 16,913 shares 16,913 $2.24M 0.04% +13,218 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: 9,775 shares; 2024Q4: 9,596 shares; 2025Q1: 9,663 shares; 2025Q2: 10,644 shares; 2025Q3: 11,885 shares; 2025Q4: 14,348 shares; 2026Q1: 14,753 shares 14,753 $2.23M 0.04% +405 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,276 shares; 2024Q4: 42,931 shares; 2025Q1: 42,931 shares; 2025Q2: 42,931 shares; 2025Q3: 42,932 shares; 2025Q4: 40,930 shares; 2026Q1: 38,931 shares 38,931 $2.21M 0.04% -1,999 Timeline IGHG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,269 shares; 2025Q4: 48,720 shares; 2026Q1: 28,303 shares 28,303 $2.2M 0.04% -20,417 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: 8,196 shares; 2024Q4: 7,222 shares; 2025Q1: 7,120 shares; 2025Q2: 7,288 shares; 2025Q3: 9,519 shares; 2025Q4: 5,183 shares; 2026Q1: 16,440 shares 16,440 $2.15M 0.03% +11,257 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: 2,736 shares; 2024Q4: 3,485 shares; 2025Q1: 2,931 shares; 2025Q2: 3,319 shares; 2025Q3: 5,461 shares; 2025Q4: 10,296 shares; 2026Q1: 29,370 shares 29,370 $2.11M 0.03% +19,074 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,987 shares; 2025Q1: 3,963 shares; 2025Q2: 5,933 shares; 2025Q3: 8,383 shares; 2025Q4: not reported; 2026Q1: 10,065 shares 10,065 $2.09M 0.03% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 8,798 shares; 2025Q1: 6,898 shares; 2025Q2: 8,687 shares; 2025Q3: 7,982 shares; 2025Q4: 7,134 shares; 2026Q1: 6,418 shares 6,418 $2.07M 0.03% -716 Timeline IHAK 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: 147 shares; 2025Q2: not reported; 2025Q3: 36,809 shares; 2025Q4: 47,293 shares; 2026Q1: 47,260 shares 47,260 $2.06M 0.03% -33 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: 7,198 shares; 2024Q4: 7,506 shares; 2025Q1: 4,541 shares; 2025Q2: 55,201 shares; 2025Q3: 57,655 shares; 2025Q4: 54,997 shares; 2026Q1: 54,407 shares 54,407 $2.03M 0.03% -590 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: 1,966 shares; 2024Q4: 1,972 shares; 2025Q1: 2,083 shares; 2025Q2: 2,187 shares; 2025Q3: 2,791 shares; 2025Q4: 2,726 shares; 2026Q1: 2,389 shares 2,389 $2.02M 0.03% -337 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: 13,782 shares; 2024Q4: 15,119 shares; 2025Q1: 15,417 shares; 2025Q2: 17,265 shares; 2025Q3: 17,780 shares; 2025Q4: 11,496 shares; 2026Q1: 13,736 shares 13,736 $1.99M 0.03% +2,240 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: 1,569 shares; 2024Q4: 1,380 shares; 2025Q1: 1,384 shares; 2025Q2: 1,570 shares; 2025Q3: 4,683 shares; 2025Q4: 2,723 shares; 2026Q1: 2,917 shares 2,917 $1.99M 0.03% +194 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: 21,948 shares; 2024Q4: 19,026 shares; 2025Q1: 19,786 shares; 2025Q2: 20,990 shares; 2025Q3: 24,677 shares; 2025Q4: 9,704 shares; 2026Q1: 11,969 shares 11,969 $1.97M 0.03% +2,265 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: 50,904 shares; 2024Q4: 47,179 shares; 2025Q1: 51,177 shares; 2025Q2: 53,470 shares; 2025Q3: 62,637 shares; 2025Q4: 34,667 shares; 2026Q1: 38,842 shares 38,842 $1.95M 0.03% +4,175 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: 18,182 shares; 2024Q4: 18,449 shares; 2025Q1: 19,281 shares; 2025Q2: 19,067 shares; 2025Q3: 25,423 shares; 2025Q4: 20,457 shares; 2026Q1: 19,981 shares 19,981 $1.93M 0.03% -476 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: 16,190 shares; 2024Q4: 13,489 shares; 2025Q1: 12,877 shares; 2025Q2: 14,249 shares; 2025Q3: 16,306 shares; 2025Q4: 6,508 shares; 2026Q1: 14,803 shares 14,803 $1.91M 0.03% +8,295 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: 10,855 shares; 2024Q4: 9,501 shares; 2025Q1: 9,120 shares; 2025Q2: 9,785 shares; 2025Q3: 13,188 shares; 2025Q4: 6,166 shares; 2026Q1: 8,394 shares 8,394 $1.9M 0.03% +2,228 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,380 shares; 2025Q1: 2,573 shares; 2025Q2: 2,623 shares; 2025Q3: 3,354 shares; 2025Q4: 1,253 shares; 2026Q1: 1,279 shares 1,279 $1.88M 0.03% +26 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: 25,827 shares; 2024Q4: 26,311 shares; 2025Q1: 25,967 shares; 2025Q2: 27,230 shares; 2025Q3: 27,341 shares; 2025Q4: 20,422 shares; 2026Q1: 14,889 shares 14,889 $1.88M 0.03% -5,533 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: 29,290 shares; 2024Q4: 25,882 shares; 2025Q1: 26,389 shares; 2025Q2: 25,082 shares; 2025Q3: 29,683 shares; 2025Q4: 17,390 shares; 2026Q1: 20,820 shares 20,820 $1.87M 0.03% +3,430 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: 14,139 shares; 2024Q4: 14,050 shares; 2025Q1: 13,809 shares; 2025Q2: 22,121 shares; 2025Q3: 16,392 shares; 2025Q4: 16,791 shares; 2026Q1: 23,093 shares 23,093 $1.83M 0.03% +6,302 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: 13,113 shares; 2024Q4: 12,950 shares; 2025Q1: 12,911 shares; 2025Q2: 13,475 shares; 2025Q3: 14,864 shares; 2025Q4: 5,457 shares; 2026Q1: 5,229 shares 5,229 $1.79M 0.03% -228 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,029 shares; 2025Q4: 22,897 shares; 2026Q1: 26,195 shares 26,195 $1.78M 0.03% +3,298 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 2,169 shares; 2025Q2: 2,140 shares; 2025Q3: 14,477 shares; 2025Q4: 17,884 shares; 2026Q1: 22,183 shares 22,183 $1.78M 0.03% +4,299 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: 1,743 shares; 2024Q4: 1,675 shares; 2025Q1: 1,650 shares; 2025Q2: 2,784 shares; 2025Q3: 49,282 shares; 2025Q4: 70,565 shares; 2026Q1: 5,554 shares 5,554 $1.77M 0.03% -65,011 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,346 shares; 2025Q1: 1,331 shares; 2025Q2: 1,515 shares; 2025Q3: 2,237 shares; 2025Q4: 2,122 shares; 2026Q1: 1,963 shares 1,963 $1.7M 0.03% -159 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 46,761 shares 46,761 $1.68M 0.03% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,308 shares; 2025Q1: 26,822 shares; 2025Q2: 25,590 shares; 2025Q3: 25,876 shares; 2025Q4: 27,442 shares; 2026Q1: 21,472 shares 21,472 $1.66M 0.03% -5,970 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG 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: 136,941 shares 136,941 $1.63M 0.03% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 11,531 shares; 2025Q1: 9,590 shares; 2025Q2: 8,393 shares; 2025Q3: 18,070 shares; 2025Q4: 34,970 shares; 2026Q1: 35,826 shares 35,826 $1.63M 0.03% +856 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: 2,452 shares; 2024Q4: 4,416 shares; 2025Q1: 5,528 shares; 2025Q2: 5,954 shares; 2025Q3: 8,353 shares; 2025Q4: 9,281 shares; 2026Q1: 11,277 shares 11,277 $1.61M 0.03% +1,996 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,326 shares; 2025Q1: 594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,828 shares; 2026Q1: 26,476 shares 26,476 $1.58M 0.03% +648 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,134 shares; 2025Q1: 3,304 shares; 2025Q2: 4,717 shares; 2025Q3: 18,216 shares; 2025Q4: 14,329 shares; 2026Q1: 14,328 shares 14,328 $1.57M 0.03% -1 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 48 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 8,392 shares; 2025Q4: 19,492 shares; 2026Q1: 15,371 shares 15,371 $1.55M 0.02% -4,121 Timeline SCHQ 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: 29,379 shares; 2025Q4: 65,689 shares; 2026Q1: 49,130 shares 49,130 $1.54M 0.02% -16,559 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,729 shares; 2024Q4: 23,201 shares; 2025Q1: 20,830 shares; 2025Q2: 19,818 shares; 2025Q3: 19,741 shares; 2025Q4: 19,044 shares; 2026Q1: 16,875 shares 16,875 $1.53M 0.02% -2,169 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,206 shares; 2026Q1: 16,100 shares 16,100 $1.52M 0.02% -106 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 7,433 shares; 2025Q1: 7,761 shares; 2025Q2: 7,444 shares; 2025Q3: 10,177 shares; 2025Q4: 4,536 shares; 2026Q1: 6,243 shares 6,243 $1.51M 0.02% +1,707 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,916 shares; 2025Q2: 28,152 shares; 2025Q3: 21,956 shares; 2025Q4: 22,416 shares; 2026Q1: 26,753 shares 26,753 $1.51M 0.02% +4,337 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 39,231 shares; 2026Q1: 39,231 shares 39,231 $1.51M 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,437 shares; 2025Q1: 1,582 shares; 2025Q2: 2,054 shares; 2025Q3: 3,284 shares; 2025Q4: not reported; 2026Q1: 7,663 shares 7,663 $1.51M 0.02% new 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: 11,225 shares; 2024Q4: 10,069 shares; 2025Q1: 9,457 shares; 2025Q2: 8,490 shares; 2025Q3: 12,069 shares; 2025Q4: 5,910 shares; 2026Q1: 6,382 shares 6,382 $1.51M 0.02% +472 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: 100 shares; 2024Q4: 200 shares; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,450 shares 13,450 $1.49M 0.02% new Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,421 shares; 2025Q4: 10,811 shares; 2026Q1: 10,812 shares 10,812 $1.48M 0.02% +1 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: 4,516 shares; 2024Q4: 4,555 shares; 2025Q1: 5,000 shares; 2025Q2: 6,471 shares; 2025Q3: 6,666 shares; 2025Q4: 4,125 shares; 2026Q1: 3,716 shares 3,716 $1.45M 0.02% -409 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: 42,009 shares; 2024Q4: 42,767 shares; 2025Q1: 42,188 shares; 2025Q2: 42,657 shares; 2025Q3: 62,650 shares; 2025Q4: 33,665 shares; 2026Q1: 27,319 shares 27,319 $1.42M 0.02% -6,346 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,141 shares; 2024Q4: 58,141 shares; 2025Q1: 58,167 shares; 2025Q2: 58,464 shares; 2025Q3: 48,833 shares; 2025Q4: 43,447 shares; 2026Q1: 43,414 shares 43,414 $1.41M 0.02% -33 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares 14,400 $1.39M 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 9,183 shares; 2025Q1: 8,146 shares; 2025Q2: 8,086 shares; 2025Q3: 7,874 shares; 2025Q4: 11,400 shares; 2026Q1: 11,434 shares 11,434 $1.39M 0.02% +34 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,711 shares; 2025Q4: 26,466 shares; 2026Q1: 23,208 shares 23,208 $1.38M 0.02% -3,258 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: 24,362 shares; 2024Q4: 48,987 shares; 2025Q1: 40,567 shares; 2025Q2: 38,915 shares; 2025Q3: 39,809 shares; 2025Q4: 48,639 shares; 2026Q1: 47,361 shares 47,361 $1.38M 0.02% -1,278 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: 9,162 shares; 2024Q4: 9,429 shares; 2025Q1: 9,816 shares; 2025Q2: 15,002 shares; 2025Q3: 15,457 shares; 2025Q4: 3,846 shares; 2026Q1: 18,629 shares 18,629 $1.36M 0.02% +14,783 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: 14,926 shares; 2024Q4: 13,451 shares; 2025Q1: 13,452 shares; 2025Q2: 15,861 shares; 2025Q3: 18,563 shares; 2025Q4: 9,508 shares; 2026Q1: 10,231 shares 10,231 $1.35M 0.02% +723 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: 53,016 shares; 2024Q4: 40,956 shares; 2025Q1: 50,170 shares; 2025Q2: 54,742 shares; 2025Q3: 83,031 shares; 2025Q4: 31,454 shares; 2026Q1: 30,584 shares 30,584 $1.35M 0.02% -870 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: 83,876 shares; 2024Q4: 79,127 shares; 2025Q1: 80,465 shares; 2025Q2: 81,435 shares; 2025Q3: 100,293 shares; 2025Q4: 41,053 shares; 2026Q1: 46,229 shares 46,229 $1.34M 0.02% +5,176 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: 6,071 shares; 2024Q4: 4,456 shares; 2025Q1: 4,516 shares; 2025Q2: 4,147 shares; 2025Q3: 6,227 shares; 2025Q4: 2,480 shares; 2026Q1: 2,655 shares 2,655 $1.31M 0.02% +175 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: 5,176 shares; 2025Q1: 7,312 shares; 2025Q2: 11,265 shares; 2025Q3: 13,819 shares; 2025Q4: 27,755 shares; 2026Q1: 33,958 shares 33,958 $1.3M 0.02% +6,203 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: 35,081 shares; 2024Q4: 35,350 shares; 2025Q1: 37,941 shares; 2025Q2: 33,582 shares; 2025Q3: 37,618 shares; 2025Q4: 38,734 shares; 2026Q1: 34,365 shares 34,365 $1.3M 0.02% -4,369 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: 18,057 shares; 2024Q4: 20,097 shares; 2025Q1: 20,055 shares; 2025Q2: 22,705 shares; 2025Q3: 25,527 shares; 2025Q4: 16,605 shares; 2026Q1: 16,038 shares 16,038 $1.28M 0.02% -567 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: 6,680 shares; 2024Q4: 6,658 shares; 2025Q1: 6,524 shares; 2025Q2: 6,923 shares; 2025Q3: 9,749 shares; 2025Q4: 5,948 shares; 2026Q1: 6,187 shares 6,187 $1.28M 0.02% +239 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,658 shares; 2025Q1: 9,748 shares; 2025Q2: 22,860 shares; 2025Q3: 23,624 shares; 2025Q4: 22,510 shares; 2026Q1: 22,586 shares 22,586 $1.28M 0.02% +76 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,185 shares; 2025Q1: 3,374 shares; 2025Q2: 3,852 shares; 2025Q3: 5,350 shares; 2025Q4: 3,201 shares; 2026Q1: 4,297 shares 4,297 $1.25M 0.02% +1,096 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,205 shares; 2025Q4: 6,875 shares; 2026Q1: 4,892 shares 4,892 $1.24M 0.02% -1,983 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 8,282 shares; 2025Q1: 8,392 shares; 2025Q2: 9,264 shares; 2025Q3: 9,131 shares; 2025Q4: 5,337 shares; 2026Q1: 7,320 shares 7,320 $1.24M 0.02% +1,983 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 3,122 shares 3,122 $1.23M 0.02% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,493 shares; 2024Q4: 14,521 shares; 2025Q1: 14,356 shares; 2025Q2: 13,009 shares; 2025Q3: 12,746 shares; 2025Q4: 12,931 shares; 2026Q1: 13,028 shares 13,028 $1.22M 0.02% +97 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: 11,113 shares; 2024Q4: 11,137 shares; 2025Q1: 12,030 shares; 2025Q2: 12,332 shares; 2025Q3: 17,457 shares; 2025Q4: 10,817 shares; 2026Q1: 10,545 shares 10,545 $1.22M 0.02% -272 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: 42,169 shares; 2024Q4: 37,330 shares; 2025Q1: 28,577 shares; 2025Q2: 35,070 shares; 2025Q3: 42,878 shares; 2025Q4: 17,752 shares; 2026Q1: 42,260 shares 42,260 $1.21M 0.02% +24,508 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: 29,210 shares; 2024Q4: 26,954 shares; 2025Q1: 27,548 shares; 2025Q2: 27,782 shares; 2025Q3: 31,862 shares; 2025Q4: 10,935 shares; 2026Q1: 12,871 shares 12,871 $1.2M 0.02% +1,936 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 3,646 shares; 2025Q1: 3,648 shares; 2025Q2: 4,599 shares; 2025Q3: 5,151 shares; 2025Q4: 3,155 shares; 2026Q1: 3,683 shares 3,683 $1.19M 0.02% +528 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: 2,462 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: not reported; 2025Q3: 16,511 shares; 2025Q4: 18,909 shares; 2026Q1: 24,133 shares 24,133 $1.18M 0.02% +5,224 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 24,053 shares 24,053 $1.18M 0.02% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,048 shares; 2025Q4: 13,388 shares; 2026Q1: 13,389 shares 13,389 $1.18M 0.02% +1 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: 7,396 shares; 2024Q4: 5,771 shares; 2025Q1: 6,718 shares; 2025Q2: 6,452 shares; 2025Q3: 8,935 shares; 2025Q4: 2,853 shares; 2026Q1: 6,047 shares 6,047 $1.17M 0.02% +3,194 Timeline QUS 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: 6,221 shares; 2025Q2: 3,600 shares; 2025Q3: 6,398 shares; 2025Q4: 7,531 shares; 2026Q1: 6,777 shares 6,777 $1.16M 0.02% -754 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 3,858 shares; 2025Q1: 4,145 shares; 2025Q2: 4,402 shares; 2025Q3: 5,955 shares; 2025Q4: 1,414 shares; 2026Q1: 2,340 shares 2,340 $1.16M 0.02% +926 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: 3,877 shares; 2024Q4: 3,891 shares; 2025Q1: 4,747 shares; 2025Q2: 12,156 shares; 2025Q3: 16,043 shares; 2025Q4: 4,993 shares; 2026Q1: 6,338 shares 6,338 $1.16M 0.02% +1,345 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: 6,846 shares; 2024Q4: 6,649 shares; 2025Q1: 6,647 shares; 2025Q2: 6,909 shares; 2025Q3: 8,039 shares; 2025Q4: 3,500 shares; 2026Q1: 5,459 shares 5,459 $1.15M 0.02% +1,959 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,644 shares; 2024Q4: 8,330 shares; 2025Q1: 7,012 shares; 2025Q2: 12,248 shares; 2025Q3: 12,241 shares; 2025Q4: 5,190 shares; 2026Q1: 5,970 shares 5,970 $1.13M 0.02% +780 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,125 shares; 2025Q1: 1,698 shares; 2025Q2: 1,674 shares; 2025Q3: 2,100 shares; 2025Q4: 3,074 shares; 2026Q1: 3,676 shares 3,676 $1.1M 0.02% +602 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,293 shares; 2025Q1: 3,410 shares; 2025Q2: 3,644 shares; 2025Q3: 4,629 shares; 2025Q4: 728 shares; 2026Q1: 2,531 shares 2,531 $1.09M 0.02% +1,803 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: 11,090 shares; 2024Q4: 11,018 shares; 2025Q1: 15,114 shares; 2025Q2: 13,968 shares; 2025Q3: 14,416 shares; 2025Q4: 21,476 shares; 2026Q1: 13,134 shares 13,134 $1.08M 0.02% -8,342 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 3,512 shares; 2025Q4: not reported; 2026Q1: 5,679 shares 5,679 $1.08M 0.02% new 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: 7,618 shares; 2024Q4: 8,049 shares; 2025Q1: 5,839 shares; 2025Q2: 7,549 shares; 2025Q3: 7,772 shares; 2025Q4: 7,647 shares; 2026Q1: 7,403 shares 7,403 $1.08M 0.02% -244 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 14,993 shares; 2025Q1: 16,226 shares; 2025Q2: 18,774 shares; 2025Q3: 21,612 shares; 2025Q4: 11,513 shares; 2026Q1: 20,320 shares 20,320 $1.07M 0.02% +8,807 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: 12,497 shares; 2024Q4: 7,051 shares; 2025Q1: 6,899 shares; 2025Q2: 6,599 shares; 2025Q3: 8,044 shares; 2025Q4: 7,335 shares; 2026Q1: 7,098 shares 7,098 $1.05M 0.02% -237 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,356 shares; 2026Q1: 8,336 shares 8,336 $1.05M 0.02% -4,020 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: 20,585 shares; 2024Q4: 20,585 shares; 2025Q1: 19,770 shares; 2025Q2: 18,360 shares; 2025Q3: 17,725 shares; 2025Q4: 16,975 shares; 2026Q1: 16,975 shares 16,975 $1.05M 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,784 shares; 2025Q1: 5,538 shares; 2025Q2: 7,778 shares; 2025Q3: 12,842 shares; 2025Q4: 7,418 shares; 2026Q1: 10,747 shares 10,747 $1.04M 0.02% +3,329 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: 6,498 shares; 2024Q4: 6,148 shares; 2025Q1: 6,072 shares; 2025Q2: 6,406 shares; 2025Q3: 8,698 shares; 2025Q4: 3,804 shares; 2026Q1: 3,281 shares 3,281 $1.04M 0.02% -523 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,153 shares 45,153 $1.04M 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,817 shares; 2025Q3: 5,605 shares; 2025Q4: 2,191 shares; 2026Q1: 2,438 shares 2,438 $1.04M 0.02% +247 Timeline USIG 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: 2,523 shares; 2024Q4: 2,589 shares; 2025Q1: 2,295 shares; 2025Q2: not reported; 2025Q3: 17,628 shares; 2025Q4: 19,585 shares; 2026Q1: 20,182 shares 20,182 $1.03M 0.02% +597 Timeline ICVT 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: 6,832 shares; 2025Q4: 13,431 shares; 2026Q1: 10,110 shares 10,110 $1.03M 0.02% -3,321 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 27,339 shares; 2025Q3: 27,429 shares; 2025Q4: 27,472 shares; 2026Q1: 27,354 shares 27,354 $1.02M 0.02% -118 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: 4,682 shares; 2024Q4: 5,554 shares; 2025Q1: 6,243 shares; 2025Q2: 6,754 shares; 2025Q3: 9,522 shares; 2025Q4: 5,733 shares; 2026Q1: 5,610 shares 5,610 $1.02M 0.02% -123 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 14,882 shares; 2025Q1: not reported; 2025Q2: 35,168 shares; 2025Q3: 93,489 shares; 2025Q4: 41,698 shares; 2026Q1: 57,707 shares 57,707 $1.01M 0.02% +16,009 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 14,628 shares; 2025Q4: 108,825 shares; 2026Q1: 81,824 shares 81,824 $1.01M 0.02% -27,001 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,386 shares; 2025Q1: 3,364 shares; 2025Q2: 3,136 shares; 2025Q3: 3,683 shares; 2025Q4: 1,593 shares; 2026Q1: 2,332 shares 2,332 $1.01M 0.02% +739 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,516 shares 9,516 $1.01M 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: not reported; 2025Q3: 10,839 shares; 2025Q4: 11,884 shares; 2026Q1: 11,663 shares 11,663 $1.01M 0.02% -221 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: 3,768 shares; 2024Q4: 3,522 shares; 2025Q1: 3,790 shares; 2025Q2: 4,138 shares; 2025Q3: 4,702 shares; 2025Q4: 2,169 shares; 2026Q1: 3,599 shares 3,599 $1.01M 0.02% +1,430 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,999 shares; 2026Q1: 36,000 shares 36,000 $1M 0.02% +6,001 Timeline DIVB 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: 17,107 shares; 2025Q3: 18,276 shares; 2025Q4: 18,501 shares; 2026Q1: 18,572 shares 18,572 $1M 0.02% +71 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: 2,987 shares; 2024Q4: 3,090 shares; 2025Q1: 2,746 shares; 2025Q2: 4,527 shares; 2025Q3: 3,934 shares; 2025Q4: 5,028 shares; 2026Q1: 5,236 shares 5,236 $993K 0.02% +208 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: 6,247 shares; 2024Q4: 24,993 shares; 2025Q1: 40,446 shares; 2025Q2: 32,793 shares; 2025Q3: 33,780 shares; 2025Q4: 30,428 shares; 2026Q1: 34,059 shares 34,059 $992K 0.02% +3,631 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: 8,977 shares; 2024Q4: 6,849 shares; 2025Q1: 6,595 shares; 2025Q2: 9,383 shares; 2025Q3: 14,740 shares; 2025Q4: 7,701 shares; 2026Q1: 10,322 shares 10,322 $970K 0.02% +2,621 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 5,041 shares; 2025Q1: 5,279 shares; 2025Q2: 5,772 shares; 2025Q3: 7,510 shares; 2025Q4: 2,468 shares; 2026Q1: 5,587 shares 5,587 $969K 0.02% +3,119 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: 20,010 shares; 2024Q4: 20,187 shares; 2025Q1: 21,227 shares; 2025Q2: 18,870 shares; 2025Q3: 19,777 shares; 2025Q4: 12,171 shares; 2026Q1: 12,142 shares 12,142 $965K 0.02% -29 Timeline IGOV 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: 11,154 shares; 2026Q1: 23,487 shares 23,487 $964K 0.02% +12,333 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,990 shares; 2025Q1: 2,992 shares; 2025Q2: 3,093 shares; 2025Q3: 3,378 shares; 2025Q4: 1,225 shares; 2026Q1: 3,316 shares 3,316 $964K 0.02% +2,091 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 6,048 shares; 2025Q1: 5,919 shares; 2025Q2: 6,068 shares; 2025Q3: 6,637 shares; 2025Q4: 3,112 shares; 2026Q1: 4,193 shares 4,193 $964K 0.02% +1,081 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: 546 shares; 2025Q2: 624 shares; 2025Q3: 970 shares; 2025Q4: 1,887 shares; 2026Q1: 1,950 shares 1,950 $946K 0.02% +63 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,551 shares 4,551 $941K 0.02% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,549 shares; 2025Q1: 2,642 shares; 2025Q2: 3,425 shares; 2025Q3: 4,643 shares; 2025Q4: not reported; 2026Q1: 8,791 shares 8,791 $939K 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,116 shares; 2025Q4: 11,695 shares; 2026Q1: 12,646 shares 12,646 $925K 0.01% +951 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: 662 shares; 2024Q4: 638 shares; 2025Q1: 642 shares; 2025Q2: 592 shares; 2025Q3: 677 shares; 2025Q4: 530 shares; 2026Q1: 696 shares 696 $920K 0.01% +166 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 6,652 shares 6,652 $912K 0.01% new 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: 5,820 shares; 2024Q4: 5,865 shares; 2025Q1: 5,780 shares; 2025Q2: 6,200 shares; 2025Q3: 6,858 shares; 2025Q4: 2,690 shares; 2026Q1: 3,404 shares 3,404 $906K 0.01% +714 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 32,175 shares 32,175 $899K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,283 shares; 2025Q1: 9,921 shares; 2025Q2: 11,225 shares; 2025Q3: 14,068 shares; 2025Q4: 6,766 shares; 2026Q1: 7,768 shares 7,768 $893K 0.01% +1,002 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,433 shares; 2025Q1: 2,433 shares; 2025Q2: 3,040 shares; 2025Q3: 2,970 shares; 2025Q4: 2,901 shares; 2026Q1: 2,832 shares 2,832 $889K 0.01% -69 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,542 shares; 2025Q1: 4,686 shares; 2025Q2: 4,711 shares; 2025Q3: 4,320 shares; 2025Q4: 1,515 shares; 2026Q1: 1,918 shares 1,918 $884K 0.01% +403 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,285 shares; 2024Q4: 11,285 shares; 2025Q1: 11,285 shares; 2025Q2: 11,285 shares; 2025Q3: 13,862 shares; 2025Q4: 18,092 shares; 2026Q1: 18,092 shares 18,092 $877K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 10,993 shares; 2025Q1: 11,018 shares; 2025Q2: 11,048 shares; 2025Q3: 11,075 shares; 2025Q4: 12,289 shares; 2026Q1: 12,315 shares 12,315 $873K 0.01% +26 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 26,876 shares 26,876 $867K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 5,566 shares; 2025Q1: 6,393 shares; 2025Q2: 7,250 shares; 2025Q3: 7,673 shares; 2025Q4: 2,673 shares; 2026Q1: 5,014 shares 5,014 $865K 0.01% +2,341 Timeline CROX CROCS INC More: the full row for CROCS 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: 2,462 shares; 2025Q4: not reported; 2026Q1: 10,410 shares 10,410 $864K 0.01% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 15,849 shares; 2025Q1: 15,506 shares; 2025Q2: 16,030 shares; 2025Q3: 15,177 shares; 2025Q4: 15,545 shares; 2026Q1: 19,020 shares 19,020 $863K 0.01% +3,475 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,637 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,862 shares; 2025Q4: 4,862 shares; 2026Q1: 31,764 shares 31,764 $862K 0.01% +26,902 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 3,522 shares; 2025Q3: 5,081 shares; 2025Q4: 8,061 shares; 2026Q1: 8,015 shares 8,015 $856K 0.01% -46 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 11,172 shares; 2025Q1: 11,170 shares; 2025Q2: 11,169 shares; 2025Q3: 11,150 shares; 2025Q4: 10,897 shares; 2026Q1: 10,897 shares 10,897 $842K 0.01% 0 Timeline ACM AECOM More: the full row for AECOM 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: 11,374 shares; 2025Q4: 10,633 shares; 2026Q1: 9,845 shares 9,845 $835K 0.01% -788 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 17,338 shares; 2025Q1: 17,350 shares; 2025Q2: 21,613 shares; 2025Q3: 20,069 shares; 2025Q4: 28,585 shares; 2026Q1: 33,258 shares 33,258 $835K 0.01% +4,673 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: not reported; 2026Q1: 4,260 shares 4,260 $832K 0.01% new Timeline FALN 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: 302 shares; 2024Q4: 302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,288 shares; 2025Q4: 43,642 shares; 2026Q1: 31,126 shares 31,126 $832K 0.01% -12,516 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: 22,665 shares; 2025Q4: 23,830 shares; 2026Q1: 11,100 shares 11,100 $829K 0.01% -12,730 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: 11,986 shares; 2024Q4: 12,200 shares; 2025Q1: 11,960 shares; 2025Q2: 8,268 shares; 2025Q3: 7,980 shares; 2025Q4: 7,604 shares; 2026Q1: 11,003 shares 11,003 $826K 0.01% +3,399 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 17,521 shares; 2025Q4: 19,969 shares; 2026Q1: 20,167 shares 20,167 $817K 0.01% +198 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 999 shares; 2026Q1: 4,418 shares 4,418 $817K 0.01% +3,419 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 10,531 shares 10,531 $810K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 11,318 shares; 2025Q1: 11,701 shares; 2025Q2: 11,073 shares; 2025Q3: 15,044 shares; 2025Q4: 15,153 shares; 2026Q1: 15,253 shares 15,253 $805K 0.01% +100 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: 17,339 shares; 2024Q4: 14,801 shares; 2025Q1: 16,164 shares; 2025Q2: 19,758 shares; 2025Q3: 29,042 shares; 2025Q4: 13,824 shares; 2026Q1: 13,040 shares 13,040 $798K 0.01% -784 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 9,332 shares; 2025Q1: 9,978 shares; 2025Q2: 10,886 shares; 2025Q3: 11,326 shares; 2025Q4: 4,097 shares; 2026Q1: 4,932 shares 4,932 $791K 0.01% +835 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,273 shares; 2024Q4: 22,980 shares; 2025Q1: 22,368 shares; 2025Q2: 19,369 shares; 2025Q3: 18,896 shares; 2025Q4: 18,871 shares; 2026Q1: 17,367 shares 17,367 $790K 0.01% -1,504 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 6,827 shares; 2025Q1: 7,367 shares; 2025Q2: 9,277 shares; 2025Q3: 12,708 shares; 2025Q4: 6,344 shares; 2026Q1: 5,917 shares 5,917 $775K 0.01% -427 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,350 shares; 2025Q1: 7,270 shares; 2025Q2: 5,516 shares; 2025Q3: 5,620 shares; 2025Q4: 2,637 shares; 2026Q1: 6,536 shares 6,536 $773K 0.01% +3,899 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: 9,852 shares; 2024Q4: 9,185 shares; 2025Q1: 9,287 shares; 2025Q2: 13,830 shares; 2025Q3: 22,879 shares; 2025Q4: 4,721 shares; 2026Q1: 5,975 shares 5,975 $755K 0.01% +1,254 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 562 shares; 2025Q3: 652 shares; 2025Q4: not reported; 2026Q1: 1,443 shares 1,443 $755K 0.01% new 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: 11,399 shares; 2024Q4: 10,817 shares; 2025Q1: 10,860 shares; 2025Q2: 10,819 shares; 2025Q3: 8,178 shares; 2025Q4: 5,852 shares; 2026Q1: 7,657 shares 7,657 $739K 0.01% +1,805 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: 5,065 shares; 2024Q4: 4,921 shares; 2025Q1: 4,967 shares; 2025Q2: 5,170 shares; 2025Q3: 4,280 shares; 2025Q4: 1,832 shares; 2026Q1: 3,616 shares 3,616 $735K 0.01% +1,784 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: 7,963 shares; 2024Q4: 8,135 shares; 2025Q1: 10,221 shares; 2025Q2: 10,830 shares; 2025Q3: 16,102 shares; 2025Q4: 1,562 shares; 2026Q1: 2,173 shares 2,173 $734K 0.01% +611 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 3,998 shares; 2025Q1: 4,025 shares; 2025Q2: 4,547 shares; 2025Q3: 5,986 shares; 2025Q4: 1,654 shares; 2026Q1: 2,040 shares 2,040 $730K 0.01% +386 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: 11,289 shares; 2024Q4: 11,311 shares; 2025Q1: 12,331 shares; 2025Q2: 19,837 shares; 2025Q3: 23,692 shares; 2025Q4: 7,674 shares; 2026Q1: 6,430 shares 6,430 $729K 0.01% -1,244 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,096 shares; 2025Q1: 2,329 shares; 2025Q2: 3,314 shares; 2025Q3: 4,237 shares; 2025Q4: 1,275 shares; 2026Q1: 2,688 shares 2,688 $728K 0.01% +1,413 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: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 3,403 shares; 2026Q1: 6,878 shares 6,878 $723K 0.01% +3,475 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,464 shares; 2025Q1: 8,304 shares; 2025Q2: 8,284 shares; 2025Q3: 8,272 shares; 2025Q4: 8,237 shares; 2026Q1: 8,224 shares 8,224 $722K 0.01% -13 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 8,409 shares; 2025Q1: 8,409 shares; 2025Q2: 9,383 shares; 2025Q3: 15,282 shares; 2025Q4: 8,388 shares; 2026Q1: 8,450 shares 8,450 $720K 0.01% +62 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 3,695 shares; 2025Q1: 3,790 shares; 2025Q2: 4,587 shares; 2025Q3: 4,698 shares; 2025Q4: 2,674 shares; 2026Q1: 2,675 shares 2,675 $714K 0.01% +1 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: 459 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 494 shares; 2025Q3: 576 shares; 2025Q4: 172 shares; 2026Q1: 4,215 shares 4,215 $710K 0.01% +4,043 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: 1,948 shares; 2024Q4: 1,967 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,010 shares; 2025Q4: 2,576 shares; 2026Q1: 2,722 shares 2,722 $701K 0.01% +146 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: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 14,856 shares; 2025Q2: 14,610 shares; 2025Q3: 14,610 shares; 2025Q4: 14,854 shares; 2026Q1: 15,180 shares 15,180 $699K 0.01% +326 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 5,358 shares; 2025Q3: 7,663 shares; 2025Q4: 8,154 shares; 2026Q1: 11,061 shares 11,061 $679K 0.01% +2,907 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 6,710 shares; 2025Q1: 6,770 shares; 2025Q2: 7,788 shares; 2025Q3: 8,620 shares; 2025Q4: 2,552 shares; 2026Q1: 2,776 shares 2,776 $678K 0.01% +224 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: 70,464 shares; 2024Q4: 50,150 shares; 2025Q1: 48,328 shares; 2025Q2: 66,651 shares; 2025Q3: 76,478 shares; 2025Q4: 20,833 shares; 2026Q1: 24,079 shares 24,079 $676K 0.01% +3,246 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: 5,263 shares; 2024Q4: 7,122 shares; 2025Q1: 6,695 shares; 2025Q2: 6,695 shares; 2025Q3: 4,411 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares 4,530 $673K 0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 1,705 shares; 2025Q1: 1,716 shares; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: 22,325 shares; 2026Q1: 26,877 shares 26,877 $670K 0.01% +4,552 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,128 shares; 2025Q3: 3,945 shares; 2025Q4: 3,212 shares; 2026Q1: 3,056 shares 3,056 $666K 0.01% -156 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 5,999 shares; 2025Q1: 6,893 shares; 2025Q2: 5,981 shares; 2025Q3: 7,824 shares; 2025Q4: 6,062 shares; 2026Q1: 5,561 shares 5,561 $660K 0.01% -501 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,339 shares 3,339 $659K 0.01% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $656K 0.01% 0 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: 6,101 shares; 2024Q4: 5,810 shares; 2025Q1: 5,403 shares; 2025Q2: 6,832 shares; 2025Q3: 5,697 shares; 2025Q4: 5,573 shares; 2026Q1: 6,612 shares 6,612 $655K 0.01% +1,039 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,041 shares; 2025Q1: 2,833 shares; 2025Q2: 3,167 shares; 2025Q3: 2,889 shares; 2025Q4: not reported; 2026Q1: 3,621 shares 3,621 $653K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,524 shares 75,524 $638K 0.01% new 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: 13,731 shares; 2024Q4: 12,884 shares; 2025Q1: 11,854 shares; 2025Q2: 20,595 shares; 2025Q3: 24,206 shares; 2025Q4: 11,368 shares; 2026Q1: 9,586 shares 9,586 $637K 0.01% -1,782 Timeline NFRA 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: 9,879 shares; 2024Q4: 9,879 shares; 2025Q1: 9,879 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares; 2025Q4: 9,879 shares; 2026Q1: 9,879 shares 9,879 $632K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO 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: 8,507 shares; 2025Q3: 8,998 shares; 2025Q4: 7,863 shares; 2026Q1: 7,367 shares 7,367 $624K 0.01% -496 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: 13,535 shares; 2024Q4: 13,566 shares; 2025Q1: 13,590 shares; 2025Q2: 11,793 shares; 2025Q3: 13,533 shares; 2025Q4: 13,562 shares; 2026Q1: 13,671 shares 13,671 $622K 0.01% +109 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 4,510 shares; 2025Q4: 4,427 shares; 2026Q1: 4,427 shares 4,427 $619K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,192 shares; 2025Q1: 13,115 shares; 2025Q2: 11,517 shares; 2025Q3: 11,727 shares; 2025Q4: 11,727 shares; 2026Q1: 11,499 shares 11,499 $613K 0.01% -228 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 6,861 shares; 2025Q1: 6,582 shares; 2025Q2: 5,567 shares; 2025Q3: 6,505 shares; 2025Q4: 3,097 shares; 2026Q1: 2,523 shares 2,523 $613K 0.01% -574 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,688 shares; 2024Q4: 18,252 shares; 2025Q1: 14,575 shares; 2025Q2: 23,228 shares; 2025Q3: 31,825 shares; 2025Q4: 7,888 shares; 2026Q1: 10,201 shares 10,201 $600K 0.01% +2,313 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 5,337 shares; 2026Q1: 5,375 shares 5,375 $593K 0.01% +38 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: 1,276 shares; 2024Q4: 1,280 shares; 2025Q1: 1,295 shares; 2025Q2: 1,280 shares; 2025Q3: 1,286 shares; 2025Q4: 1,754 shares; 2026Q1: 1,961 shares 1,961 $593K 0.01% +207 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: 11,468 shares; 2024Q4: 10,398 shares; 2025Q1: 11,157 shares; 2025Q2: 11,570 shares; 2025Q3: 17,780 shares; 2025Q4: 2,157 shares; 2026Q1: 3,711 shares 3,711 $593K 0.01% +1,554 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,000 shares; 2025Q1: 1,036 shares; 2025Q2: 1,906 shares; 2025Q3: 2,104 shares; 2025Q4: 981 shares; 2026Q1: 1,047 shares 1,047 $588K 0.01% +66 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: 14,537 shares; 2024Q4: 16,405 shares; 2025Q1: 18,821 shares; 2025Q2: 22,782 shares; 2025Q3: 31,411 shares; 2025Q4: 6,398 shares; 2026Q1: 8,096 shares 8,096 $582K 0.01% +1,698 Timeline CGW 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: 2,155 shares; 2025Q2: not reported; 2025Q3: 4,475 shares; 2025Q4: 8,890 shares; 2026Q1: 8,966 shares 8,966 $573K 0.01% +76 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 13,427 shares 13,427 $571K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,193 shares; 2025Q4: 17,962 shares; 2026Q1: 11,329 shares 11,329 $566K 0.01% -6,633 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 34,998 shares; 2025Q3: 34,998 shares; 2025Q4: 34,998 shares; 2026Q1: 34,998 shares 34,998 $562K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 5,790 shares; 2025Q1: 5,520 shares; 2025Q2: 7,707 shares; 2025Q3: 14,767 shares; 2025Q4: 6,074 shares; 2026Q1: 6,616 shares 6,616 $562K 0.01% +542 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 7,439 shares; 2025Q1: 6,981 shares; 2025Q2: 6,942 shares; 2025Q3: 6,870 shares; 2025Q4: 11,711 shares; 2026Q1: 12,098 shares 12,098 $559K 0.01% +387 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 5,954 shares; 2025Q4: 4,854 shares; 2026Q1: 4,853 shares 4,853 $554K 0.01% -1 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: 1,227 shares; 2024Q4: 3,704 shares; 2025Q1: 3,724 shares; 2025Q2: not reported; 2025Q3: 17,890 shares; 2025Q4: 17,911 shares; 2026Q1: 18,134 shares 18,134 $553K 0.01% +223 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares; 2026Q1: 1,539 shares 1,539 $553K 0.01% +18 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: 717 shares; 2024Q4: 476 shares; 2025Q1: 2,024 shares; 2025Q2: not reported; 2025Q3: 2,949 shares; 2025Q4: 4,648 shares; 2026Q1: 5,174 shares 5,174 $549K 0.01% +526 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: 2,670 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,760 shares; 2025Q4: 2,754 shares; 2026Q1: 2,968 shares 2,968 $547K 0.01% +214 Timeline GLOB GLOBANT S A More: the full row for GLOBANT 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: not reported; 2026Q1: 11,793 shares 11,793 $544K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 7,171 shares; 2025Q1: 7,195 shares; 2025Q2: 6,795 shares; 2025Q3: not reported; 2025Q4: 18,497 shares; 2026Q1: 16,285 shares 16,285 $537K 0.01% -2,212 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,471 shares; 2026Q1: 5,763 shares 5,763 $536K 0.01% +292 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: 14,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,320 shares; 2026Q1: 7,803 shares 7,803 $532K 0.01% +4,483 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,296 shares 9,296 $530K 0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 26,672 shares 26,672 $528K 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,998 shares; 2025Q2: 8,128 shares; 2025Q3: 7,868 shares; 2025Q4: 6,675 shares; 2026Q1: 6,004 shares 6,004 $527K 0.01% -671 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP 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: 838 shares; 2025Q3: 2,833 shares; 2025Q4: 1,871 shares; 2026Q1: 1,967 shares 1,967 $525K 0.01% +96 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: 7,277 shares; 2024Q4: 12,614 shares; 2025Q1: 13,573 shares; 2025Q2: 12,960 shares; 2025Q3: 13,918 shares; 2025Q4: 13,741 shares; 2026Q1: 17,098 shares 17,098 $525K 0.01% +3,357 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: 240 shares; 2024Q4: 243 shares; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: 1,368 shares; 2025Q4: 1,622 shares; 2026Q1: 2,334 shares 2,334 $524K 0.01% +712 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,150 shares; 2025Q1: 4,793 shares; 2025Q2: 5,260 shares; 2025Q3: 8,577 shares; 2025Q4: 2,454 shares; 2026Q1: 2,416 shares 2,416 $524K 0.01% -38 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,350 shares; 2025Q1: 2,542 shares; 2025Q2: 3,363 shares; 2025Q3: 5,109 shares; 2025Q4: 1,487 shares; 2026Q1: 1,499 shares 1,499 $515K 0.01% +12 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: 3,498 shares; 2024Q4: 3,328 shares; 2025Q1: 2,912 shares; 2025Q2: 2,540 shares; 2025Q3: 4,143 shares; 2025Q4: 1,313 shares; 2026Q1: 1,604 shares 1,604 $514K 0.01% +291 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: 1,302 shares; 2024Q4: 1,518 shares; 2025Q1: 1,363 shares; 2025Q2: 1,592 shares; 2025Q3: 2,105 shares; 2025Q4: 711 shares; 2026Q1: 1,888 shares 1,888 $514K 0.01% +1,177 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 7,527 shares; 2025Q1: 7,518 shares; 2025Q2: 7,950 shares; 2025Q3: 9,622 shares; 2025Q4: 2,337 shares; 2026Q1: 3,265 shares 3,265 $514K 0.01% +928 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,118 shares; 2026Q1: 3,108 shares 3,108 $508K 0.01% -10 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: 4,251 shares; 2025Q4: not reported; 2026Q1: 3,230 shares 3,230 $508K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: not reported; 2025Q1: 14,237 shares; 2025Q2: 11,984 shares; 2025Q3: 14,552 shares; 2025Q4: 3,538 shares; 2026Q1: 7,031 shares 7,031 $505K 0.01% +3,493 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: 1,651 shares; 2025Q2: 3,126 shares; 2025Q3: 4,246 shares; 2025Q4: not reported; 2026Q1: 4,444 shares 4,444 $495K 0.01% new 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: 3,579 shares; 2024Q4: 3,541 shares; 2025Q1: 3,201 shares; 2025Q2: 3,747 shares; 2025Q3: 4,743 shares; 2025Q4: 1,411 shares; 2026Q1: 1,503 shares 1,503 $492K 0.01% +92 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: 3,815 shares; 2024Q4: 3,727 shares; 2025Q1: 3,501 shares; 2025Q2: 3,706 shares; 2025Q3: 3,345 shares; 2025Q4: 2,208 shares; 2026Q1: 1,240 shares 1,240 $486K 0.01% -968 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 2,044 shares; 2026Q1: 2,046 shares 2,046 $484K 0.01% +2 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 2,925 shares; 2025Q1: 3,274 shares; 2025Q2: 3,176 shares; 2025Q3: 3,452 shares; 2025Q4: 1,085 shares; 2026Q1: 1,079 shares 1,079 $482K 0.01% -6 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 465 shares; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: 28,108 shares; 2025Q4: 42,134 shares; 2026Q1: 5,092 shares 5,092 $478K 0.01% -37,042 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,961 shares 3,961 $476K 0.01% new 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: 16,315 shares; 2024Q4: 15,770 shares; 2025Q1: 16,168 shares; 2025Q2: 17,326 shares; 2025Q3: 14,743 shares; 2025Q4: 8,112 shares; 2026Q1: 8,430 shares 8,430 $475K 0.01% +318 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,602 shares; 2025Q1: 29,289 shares; 2025Q2: 30,477 shares; 2025Q3: 28,917 shares; 2025Q4: 28,876 shares; 2026Q1: 28,832 shares 28,832 $474K 0.01% -44 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: 38,524 shares; 2024Q4: 38,528 shares; 2025Q1: 40,466 shares; 2025Q2: 39,192 shares; 2025Q3: 41,350 shares; 2025Q4: 23,794 shares; 2026Q1: 24,224 shares 24,224 $468K 0.01% +430 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares 8,902 $466K 0.01% 0 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $464K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,367 shares; 2025Q1: 3,028 shares; 2025Q2: 3,457 shares; 2025Q3: 4,064 shares; 2025Q4: 952 shares; 2026Q1: 1,664 shares 1,664 $462K 0.01% +712 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 2,473 shares; 2025Q4: 4,447 shares; 2026Q1: 3,852 shares 3,852 $457K 0.01% -595 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: 26,165 shares; 2024Q4: 26,759 shares; 2025Q1: 28,735 shares; 2025Q2: 27,676 shares; 2025Q3: 32,902 shares; 2025Q4: 6,308 shares; 2026Q1: 7,276 shares 7,276 $441K 0.01% +968 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 2,990 shares; 2025Q1: 3,035 shares; 2025Q2: 3,972 shares; 2025Q3: 3,517 shares; 2025Q4: 3,241 shares; 2026Q1: 3,391 shares 3,391 $440K 0.01% +150 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,616 shares; 2025Q1: 13,642 shares; 2025Q2: 16,732 shares; 2025Q3: 19,994 shares; 2025Q4: 3,569 shares; 2026Q1: 3,541 shares 3,541 $435K 0.01% -28 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,836 shares; 2025Q4: 14,621 shares; 2026Q1: 14,046 shares 14,046 $433K 0.01% -575 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: 754 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 778 shares; 2025Q3: 747 shares; 2025Q4: 345 shares; 2026Q1: 395 shares 395 $431K 0.01% +50 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 8,805 shares; 2025Q1: 9,862 shares; 2025Q2: 9,033 shares; 2025Q3: not reported; 2025Q4: 8,642 shares; 2026Q1: 15,371 shares 15,371 $428K 0.01% +6,729 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $426K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 954 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 1,055 shares; 2026Q1: 1,184 shares 1,184 $425K 0.01% +129 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,844 shares; 2026Q1: 7,827 shares 7,827 $424K 0.01% -17 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: 7,343 shares; 2024Q4: 7,377 shares; 2025Q1: 7,385 shares; 2025Q2: 9,751 shares; 2025Q3: 14,358 shares; 2025Q4: not reported; 2026Q1: 5,971 shares 5,971 $422K 0.01% new Timeline IYF 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: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,701 shares; 2025Q2: 3,701 shares; 2025Q3: 3,738 shares; 2025Q4: 3,737 shares; 2026Q1: 3,587 shares 3,587 $422K 0.01% -150 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,585 shares; 2025Q1: 2,433 shares; 2025Q2: 2,367 shares; 2025Q3: 3,147 shares; 2025Q4: not reported; 2026Q1: 2,157 shares 2,157 $421K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,299 shares; 2025Q1: 6,732 shares; 2025Q2: 8,574 shares; 2025Q3: 10,508 shares; 2025Q4: 4,162 shares; 2026Q1: 5,464 shares 5,464 $421K 0.01% +1,302 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 4,611 shares; 2025Q1: 4,720 shares; 2025Q2: 5,396 shares; 2025Q3: 5,565 shares; 2025Q4: not reported; 2026Q1: 4,611 shares 4,611 $420K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,090 shares; 2025Q1: 1,174 shares; 2025Q2: 1,050 shares; 2025Q3: 950 shares; 2025Q4: 984 shares; 2026Q1: 1,407 shares 1,407 $419K 0.01% +423 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: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,000 shares; 2026Q1: 1,114 shares 1,114 $413K 0.01% +114 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 2,840 shares; 2025Q1: 2,778 shares; 2025Q2: 3,091 shares; 2025Q3: 3,760 shares; 2025Q4: 4,941 shares; 2026Q1: 5,014 shares 5,014 $411K 0.01% +73 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 3,460 shares; 2025Q1: 3,143 shares; 2025Q2: 3,435 shares; 2025Q3: 4,819 shares; 2025Q4: 2,029 shares; 2026Q1: 3,248 shares 3,248 $411K 0.01% +1,219 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: 10,201 shares; 2024Q4: 9,456 shares; 2025Q1: 9,911 shares; 2025Q2: 12,327 shares; 2025Q3: 16,233 shares; 2025Q4: 5,507 shares; 2026Q1: 6,582 shares 6,582 $407K 0.01% +1,075 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 3,548 shares; 2025Q1: 4,577 shares; 2025Q2: 8,600 shares; 2025Q3: 9,272 shares; 2025Q4: 6,336 shares; 2026Q1: 6,706 shares 6,706 $404K 0.01% +370 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: 6,013 shares; 2024Q4: 5,110 shares; 2025Q1: 4,863 shares; 2025Q2: 4,176 shares; 2025Q3: 4,931 shares; 2025Q4: 1,542 shares; 2026Q1: 2,028 shares 2,028 $402K 0.01% +486 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,744 shares 39,744 $398K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,162 shares; 2025Q1: 2,043 shares; 2025Q2: 1,636 shares; 2025Q3: 2,577 shares; 2025Q4: 1,235 shares; 2026Q1: 1,898 shares 1,898 $397K 0.01% +663 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: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 1,266 shares; 2026Q1: 5,394 shares 5,394 $396K 0.01% +4,128 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: 7,415 shares; 2024Q4: 5,233 shares; 2025Q1: 5,443 shares; 2025Q2: 6,115 shares; 2025Q3: 8,111 shares; 2025Q4: 2,516 shares; 2026Q1: 3,350 shares 3,350 $396K 0.01% +834 Timeline SPIB 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: 2,013 shares; 2024Q4: 3,013 shares; 2025Q1: 3,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,780 shares 11,780 $395K 0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 9,605 shares; 2025Q1: 9,619 shares; 2025Q2: 10,777 shares; 2025Q3: 12,126 shares; 2025Q4: 5,971 shares; 2026Q1: 5,683 shares 5,683 $395K 0.01% -288 Timeline EMLC 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: 771 shares; 2024Q4: 1,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,155 shares; 2026Q1: 15,680 shares 15,680 $394K 0.01% -1,475 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 229 shares; 2025Q1: 209 shares; 2025Q2: 230 shares; 2025Q3: 253 shares; 2025Q4: 240 shares; 2026Q1: 227 shares 227 $394K 0.01% -13 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: not reported; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,330 shares; 2025Q4: 1,198 shares; 2026Q1: 1,893 shares 1,893 $394K 0.01% +695 Timeline PHO 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: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 5,346 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,846 shares; 2026Q1: 5,847 shares 5,847 $391K 0.01% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 8,178 shares; 2025Q1: 8,283 shares; 2025Q2: 9,155 shares; 2025Q3: 11,561 shares; 2025Q4: 4,319 shares; 2026Q1: 5,546 shares 5,546 $384K 0.01% +1,227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,621 shares; 2025Q4: 32,676 shares; 2026Q1: 37,731 shares 37,731 $384K 0.01% +5,055 Timeline RSPT 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: 11,598 shares; 2024Q4: 11,605 shares; 2025Q1: 10,393 shares; 2025Q2: 9,626 shares; 2025Q3: 8,655 shares; 2025Q4: 8,180 shares; 2026Q1: 8,467 shares 8,467 $383K 0.01% +287 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: 7,141 shares; 2024Q4: 7,141 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares; 2026Q1: 7,222 shares 7,222 $383K 0.01% +68 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR 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: 10,095 shares 10,095 $383K 0.01% new 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: not reported; 2025Q2: 1,768 shares; 2025Q3: 3,254 shares; 2025Q4: 2,010 shares; 2026Q1: 1,517 shares 1,517 $380K 0.01% -493 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 5,566 shares; 2025Q4: 5,676 shares; 2026Q1: 5,911 shares 5,911 $380K 0.01% +235 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & 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: 35,272 shares 35,272 $379K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,418 shares; 2025Q1: 1,586 shares; 2025Q2: 2,499 shares; 2025Q3: 2,032 shares; 2025Q4: 1,312 shares; 2026Q1: 1,487 shares 1,487 $379K 0.01% +175 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: not reported; 2025Q3: not reported; 2025Q4: 4,070 shares; 2026Q1: 4,549 shares 4,549 $377K 0.01% +479 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,519 shares; 2025Q1: 1,667 shares; 2025Q2: 1,276 shares; 2025Q3: 2,573 shares; 2025Q4: 1,593 shares; 2026Q1: 1,849 shares 1,849 $365K 0.01% +256 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: 14,773 shares; 2025Q2: 17,374 shares; 2025Q3: 33,705 shares; 2025Q4: 37,498 shares; 2026Q1: 22,949 shares 22,949 $364K 0.01% -14,549 Timeline IYM 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: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,443 shares; 2025Q3: 2,068 shares; 2025Q4: 2,067 shares; 2026Q1: 2,068 shares 2,068 $364K 0.01% +1 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,285 shares 19,285 $362K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,072 shares; 2025Q1: 2,230 shares; 2025Q2: 2,217 shares; 2025Q3: 2,510 shares; 2025Q4: 733 shares; 2026Q1: 1,232 shares 1,232 $361K 0.01% +499 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 11,394 shares; 2025Q1: 13,058 shares; 2025Q2: 17,952 shares; 2025Q3: 17,776 shares; 2025Q4: 10,435 shares; 2026Q1: 11,239 shares 11,239 $360K 0.01% +804 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,652 shares; 2025Q1: 3,851 shares; 2025Q2: 4,178 shares; 2025Q3: 5,439 shares; 2025Q4: 3,359 shares; 2026Q1: 3,896 shares 3,896 $359K 0.01% +537 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,403 shares; 2025Q1: 3,520 shares; 2025Q2: 4,079 shares; 2025Q3: 3,177 shares; 2025Q4: 1,643 shares; 2026Q1: 1,214 shares 1,214 $359K 0.01% -429 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 2,489 shares; 2025Q1: 2,567 shares; 2025Q2: 2,587 shares; 2025Q3: 3,385 shares; 2025Q4: 1,163 shares; 2026Q1: 1,244 shares 1,244 $357K 0.01% +81 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 284 shares; 2025Q1: 26,986 shares; 2025Q2: not reported; 2025Q3: 6,855 shares; 2025Q4: 11,493 shares; 2026Q1: 10,960 shares 10,960 $355K 0.01% -533 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 1,775 shares; 2025Q3: 2,895 shares; 2025Q4: 2,916 shares; 2026Q1: 2,829 shares 2,829 $355K 0.01% -87 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 12,191 shares 12,191 $354K 0.01% new Timeline GDXJ 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: 557 shares; 2024Q4: 666 shares; 2025Q1: 690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,883 shares; 2026Q1: 2,933 shares 2,933 $352K 0.01% +1,050 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: 10,287 shares; 2024Q4: 11,207 shares; 2025Q1: 11,632 shares; 2025Q2: 12,922 shares; 2025Q3: 15,718 shares; 2025Q4: 2,574 shares; 2026Q1: 2,516 shares 2,516 $351K 0.01% -58 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,638 shares; 2024Q4: 14,007 shares; 2025Q1: 7,704 shares; 2025Q2: 7,275 shares; 2025Q3: 3,908 shares; 2025Q4: 3,510 shares; 2026Q1: 4,243 shares 4,243 $350K 0.01% +733 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: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,554 shares; 2025Q2: 7,554 shares; 2025Q3: 7,554 shares; 2025Q4: 6,648 shares; 2026Q1: 6,889 shares 6,889 $350K 0.01% +241 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 2,667 shares; 2026Q1: 2,730 shares 2,730 $350K 0.01% +63 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,872 shares; 2025Q4: not reported; 2026Q1: 899 shares 899 $349K 0.01% new 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: 3,198 shares; 2024Q4: 3,045 shares; 2025Q1: 3,058 shares; 2025Q2: 4,782 shares; 2025Q3: 6,543 shares; 2025Q4: 1,301 shares; 2026Q1: 1,065 shares 1,065 $347K 0.01% -236 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,618 shares; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 5,218 shares; 2025Q4: 5,217 shares; 2026Q1: 5,218 shares 5,218 $344K 0.01% +1 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,553 shares; 2025Q2: 11,075 shares; 2025Q3: 11,060 shares; 2025Q4: 11,226 shares; 2026Q1: 10,076 shares 10,076 $344K 0.01% -1,150 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: 2,185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 2,353 shares; 2026Q1: 2,250 shares 2,250 $344K 0.01% -103 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,590 shares; 2025Q3: 16,679 shares; 2025Q4: 14,122 shares; 2026Q1: 14,521 shares 14,521 $343K 0.01% +399 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: 2,310 shares; 2024Q4: 2,393 shares; 2025Q1: 2,420 shares; 2025Q2: 2,696 shares; 2025Q3: 5,261 shares; 2025Q4: 3,412 shares; 2026Q1: 2,637 shares 2,637 $336K 0.01% -775 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,198 shares; 2025Q1: 1,204 shares; 2025Q2: 1,226 shares; 2025Q3: 1,234 shares; 2025Q4: 283 shares; 2026Q1: 340 shares 340 $334K 0.01% +57 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,447 shares 10,447 $330K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,064 shares; 2025Q4: 7,251 shares; 2026Q1: 5,030 shares 5,030 $329K 0.01% -2,221 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,625 shares; 2025Q1: 3,599 shares; 2025Q2: 3,648 shares; 2025Q3: 4,058 shares; 2025Q4: 2,512 shares; 2026Q1: 2,562 shares 2,562 $327K 0.01% +50 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,636 shares; 2025Q1: 3,603 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,255 shares; 2026Q1: 5,233 shares 5,233 $327K 0.01% +978 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,971 shares; 2025Q1: 3,977 shares; 2025Q2: 3,984 shares; 2025Q3: 3,992 shares; 2025Q4: 4,541 shares; 2026Q1: 4,548 shares 4,548 $324K 0.01% +7 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: 9,860 shares; 2024Q4: 8,182 shares; 2025Q1: 8,755 shares; 2025Q2: 9,109 shares; 2025Q3: 10,214 shares; 2025Q4: not reported; 2026Q1: 6,530 shares 6,530 $320K 0.01% new Timeline