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: 429,771 shares; 2024Q4: 619,197 shares; 2025Q1: 741,353 shares; 2025Q2: 771,017 shares; 2025Q3: 816,131 shares; 2025Q4: 935,060 shares; 2026Q1: 1,039,280 shares 1,039,280 $61.9M 9.3% +104,220 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: 214,744 shares; 2024Q4: 293,888 shares; 2025Q1: 319,991 shares; 2025Q2: 314,450 shares; 2025Q3: 327,122 shares; 2025Q4: 343,832 shares; 2026Q1: 377,533 shares 377,533 $53.8M 8.08% +33,701 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252,338 shares; 2024Q4: 1,269,004 shares; 2025Q1: 1,308,379 shares; 2025Q2: 1,283,341 shares; 2025Q3: 1,271,967 shares; 2025Q4: 1,261,235 shares; 2026Q1: 1,326,887 shares 1,326,887 $51.6M 7.75% +65,652 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: 253,336 shares; 2024Q4: 355,000 shares; 2025Q1: 417,314 shares; 2025Q2: 433,633 shares; 2025Q3: 446,559 shares; 2025Q4: 497,737 shares; 2026Q1: 546,717 shares 546,717 $27.3M 4.1% +48,980 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,866 shares; 2024Q4: 284,233 shares; 2025Q1: 349,073 shares; 2025Q2: 379,075 shares; 2025Q3: 404,743 shares; 2025Q4: 479,430 shares; 2026Q1: 554,913 shares 554,913 $26.6M 3.99% +75,483 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: 82,023 shares; 2024Q4: 79,215 shares; 2025Q1: 75,732 shares; 2025Q2: 87,190 shares; 2025Q3: 84,386 shares; 2025Q4: 79,431 shares; 2026Q1: 79,533 shares 79,533 $25.5M 3.83% +102 Timeline AVDV 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: 183,119 shares; 2024Q4: 235,079 shares; 2025Q1: 257,214 shares; 2025Q2: 261,061 shares; 2025Q3: 255,510 shares; 2025Q4: 240,705 shares; 2026Q1: 245,336 shares 245,336 $24.5M 3.68% +4,631 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: 132,024 shares; 2024Q4: 144,173 shares; 2025Q1: 161,840 shares; 2025Q2: 176,424 shares; 2025Q3: 172,127 shares; 2025Q4: 179,990 shares; 2026Q1: 196,951 shares 196,951 $21.8M 3.27% +16,961 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,190 shares; 2024Q4: 182,318 shares; 2025Q1: 192,929 shares; 2025Q2: 192,453 shares; 2025Q3: 194,484 shares; 2025Q4: 230,897 shares; 2026Q1: 244,510 shares 244,510 $20.4M 3.07% +13,613 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: 260,378 shares; 2024Q4: 250,109 shares; 2025Q1: 265,349 shares; 2025Q2: 258,971 shares; 2025Q3: 254,511 shares; 2025Q4: 252,103 shares; 2026Q1: 253,161 shares 253,161 $14.8M 2.23% +1,058 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: 128,642 shares; 2024Q4: 158,344 shares; 2025Q1: 187,265 shares; 2025Q2: 187,677 shares; 2025Q3: 177,918 shares; 2025Q4: 185,009 shares; 2026Q1: 180,675 shares 180,675 $12.8M 1.93% -4,334 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,089 shares; 2024Q4: 208,618 shares; 2025Q1: 265,476 shares; 2025Q2: 274,232 shares; 2025Q3: 275,779 shares; 2025Q4: 309,777 shares; 2026Q1: 345,770 shares 345,770 $11.9M 1.8% +35,993 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,365 shares; 2024Q4: 229,906 shares; 2025Q1: 241,306 shares; 2025Q2: 243,466 shares; 2025Q3: 237,087 shares; 2025Q4: 224,156 shares; 2026Q1: 214,245 shares 214,245 $11.3M 1.7% -9,911 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,269 shares; 2024Q4: 144,816 shares; 2025Q1: 148,543 shares; 2025Q2: 148,982 shares; 2025Q3: 145,150 shares; 2025Q4: 135,744 shares; 2026Q1: 133,328 shares 133,328 $10.7M 1.61% -2,416 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,227 shares; 2024Q4: 231,748 shares; 2025Q1: 254,861 shares; 2025Q2: 254,760 shares; 2025Q3: 250,696 shares; 2025Q4: 265,187 shares; 2026Q1: 271,944 shares 271,944 $10.6M 1.59% +6,757 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,705 shares; 2024Q4: 123,214 shares; 2025Q1: 130,527 shares; 2025Q2: 130,155 shares; 2025Q3: 127,567 shares; 2025Q4: 123,442 shares; 2026Q1: 122,434 shares 122,434 $10.4M 1.56% -1,008 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: 32,631 shares; 2024Q4: 35,774 shares; 2025Q1: 38,051 shares; 2025Q2: 38,714 shares; 2025Q3: 95,452 shares; 2025Q4: 58,116 shares; 2026Q1: 57,794 shares 57,794 $10.1M 1.51% -322 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: 45,694 shares; 2024Q4: 47,061 shares; 2025Q1: 47,255 shares; 2025Q2: 45,695 shares; 2025Q3: 42,620 shares; 2025Q4: 42,150 shares; 2026Q1: 38,786 shares 38,786 $9.84M 1.48% -3,364 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 89,038 shares; 2025Q1: 97,348 shares; 2025Q2: 105,753 shares; 2025Q3: 116,123 shares; 2025Q4: 127,278 shares; 2026Q1: 141,788 shares 141,788 $8.83M 1.33% +14,510 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,851 shares; 2024Q4: 87,779 shares; 2025Q1: 87,726 shares; 2025Q2: 86,069 shares; 2025Q3: 81,800 shares; 2025Q4: 79,440 shares; 2026Q1: 78,609 shares 78,609 $8.74M 1.31% -831 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: 94,282 shares; 2024Q4: 129,240 shares; 2025Q1: 134,335 shares; 2025Q2: 138,330 shares; 2025Q3: 135,319 shares; 2025Q4: 137,292 shares; 2026Q1: 135,865 shares 135,865 $6.58M 0.99% -1,427 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: 128,131 shares; 2024Q4: 116,172 shares; 2025Q1: 118,198 shares; 2025Q2: 117,711 shares; 2025Q3: 116,675 shares; 2025Q4: 103,475 shares; 2026Q1: 104,585 shares 104,585 $6.53M 0.98% +1,110 Timeline DIHP 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: 96,159 shares; 2024Q4: 131,382 shares; 2025Q1: 160,860 shares; 2025Q2: 165,485 shares; 2025Q3: 160,249 shares; 2025Q4: 175,671 shares; 2026Q1: 194,569 shares 194,569 $6.27M 0.94% +18,898 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: 9,525 shares; 2024Q4: 9,907 shares; 2025Q1: 10,417 shares; 2025Q2: 10,525 shares; 2025Q3: 10,677 shares; 2025Q4: 11,907 shares; 2026Q1: 16,662 shares 16,662 $6.19M 0.93% +4,755 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: 58,101 shares; 2024Q4: 68,707 shares; 2025Q1: 72,471 shares; 2025Q2: 72,767 shares; 2025Q3: 74,311 shares; 2025Q4: 86,202 shares; 2026Q1: 83,877 shares 83,877 $5.85M 0.88% -2,325 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: 85,383 shares; 2024Q4: 74,865 shares; 2025Q1: 68,141 shares; 2025Q2: 66,985 shares; 2025Q3: 65,715 shares; 2025Q4: 64,103 shares; 2026Q1: 61,535 shares 61,535 $5.82M 0.87% -2,568 Timeline BSVO 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: 133,454 shares; 2024Q4: 155,874 shares; 2025Q1: 187,268 shares; 2025Q2: 218,979 shares; 2025Q3: 215,410 shares; 2025Q4: 219,313 shares; 2026Q1: 220,481 shares 220,481 $5.59M 0.84% +1,168 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: 11,227 shares; 2024Q4: 11,250 shares; 2025Q1: 11,324 shares; 2025Q2: 11,679 shares; 2025Q3: 11,415 shares; 2025Q4: 11,448 shares; 2026Q1: 10,764 shares 10,764 $5.16M 0.78% -684 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: 80,499 shares; 2024Q4: 81,649 shares; 2025Q1: 79,613 shares; 2025Q2: 86,752 shares; 2025Q3: 88,370 shares; 2025Q4: 81,932 shares; 2026Q1: 79,409 shares 79,409 $5.09M 0.76% -2,523 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,132 shares; 2024Q4: 108,923 shares; 2025Q1: 112,173 shares; 2025Q2: 117,140 shares; 2025Q3: 115,965 shares; 2025Q4: 127,443 shares; 2026Q1: 123,883 shares 123,883 $4.89M 0.73% -3,560 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,545 shares; 2024Q4: 97,862 shares; 2025Q1: 97,066 shares; 2025Q2: 96,458 shares; 2025Q3: 102,421 shares; 2025Q4: 106,792 shares; 2026Q1: 111,003 shares 111,003 $4.69M 0.7% +4,211 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: 89,478 shares; 2024Q4: 82,365 shares; 2025Q1: 76,033 shares; 2025Q2: 72,054 shares; 2025Q3: 68,611 shares; 2025Q4: 65,465 shares; 2026Q1: 62,302 shares 62,302 $4.63M 0.7% -3,163 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: 25,435 shares; 2024Q4: 21,536 shares; 2025Q1: 20,127 shares; 2025Q2: 20,657 shares; 2025Q3: 20,786 shares; 2025Q4: 20,869 shares; 2026Q1: 21,376 shares 21,376 $4.45M 0.67% +507 Timeline DFIC 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: 98,334 shares; 2024Q4: 97,674 shares; 2025Q1: 102,849 shares; 2025Q2: 101,176 shares; 2025Q3: 103,569 shares; 2025Q4: 116,321 shares; 2026Q1: 121,426 shares 121,426 $4.31M 0.65% +5,105 Timeline DUHP 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: 27,216 shares; 2024Q4: 49,275 shares; 2025Q1: 66,507 shares; 2025Q2: 74,739 shares; 2025Q3: 79,324 shares; 2025Q4: 89,859 shares; 2026Q1: 116,673 shares 116,673 $4.29M 0.64% +26,814 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: 21,035 shares; 2024Q4: 20,783 shares; 2025Q1: 20,703 shares; 2025Q2: 20,676 shares; 2025Q3: 20,676 shares; 2025Q4: 20,676 shares; 2026Q1: 20,676 shares 20,676 $3.92M 0.59% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 3,116 shares; 2025Q1: 5,592 shares; 2025Q2: 5,601 shares; 2025Q3: 5,507 shares; 2025Q4: 5,223 shares; 2026Q1: 5,252 shares 5,252 $3.82M 0.57% +29 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,238 shares; 2024Q4: 115,041 shares; 2025Q1: 113,019 shares; 2025Q2: 115,276 shares; 2025Q3: 118,977 shares; 2025Q4: 117,093 shares; 2026Q1: 112,734 shares 112,734 $3.82M 0.57% -4,359 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: 8,483 shares; 2024Q4: 9,725 shares; 2025Q1: 9,940 shares; 2025Q2: 9,921 shares; 2025Q3: 10,363 shares; 2025Q4: 9,681 shares; 2026Q1: 9,912 shares 9,912 $3.67M 0.55% +231 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,803 shares; 2024Q4: 73,998 shares; 2025Q1: 81,462 shares; 2025Q2: 90,439 shares; 2025Q3: 86,264 shares; 2025Q4: 98,660 shares; 2026Q1: 124,103 shares 124,103 $3.3M 0.5% +25,443 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,768 shares; 2024Q4: 87,470 shares; 2025Q1: 85,008 shares; 2025Q2: 84,298 shares; 2025Q3: 84,608 shares; 2025Q4: 71,467 shares; 2026Q1: 66,903 shares 66,903 $3.05M 0.46% -4,564 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: 22,921 shares; 2024Q4: 23,698 shares; 2025Q1: 21,032 shares; 2025Q2: 21,058 shares; 2025Q3: 21,946 shares; 2025Q4: 24,501 shares; 2026Q1: 24,544 shares 24,544 $3.05M 0.46% +43 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: 19,857 shares; 2024Q4: 7,917 shares; 2025Q1: 8,612 shares; 2025Q2: 8,688 shares; 2025Q3: 8,629 shares; 2025Q4: 8,492 shares; 2026Q1: 8,358 shares 8,358 $2.99M 0.45% -134 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,165 shares; 2024Q4: 61,562 shares; 2025Q1: 63,008 shares; 2025Q2: 71,356 shares; 2025Q3: 79,373 shares; 2025Q4: 79,632 shares; 2026Q1: 82,929 shares 82,929 $2.91M 0.44% +3,297 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,871 shares; 2024Q4: 93,199 shares; 2025Q1: 91,674 shares; 2025Q2: 89,824 shares; 2025Q3: 86,176 shares; 2025Q4: 86,046 shares; 2026Q1: 85,295 shares 85,295 $2.9M 0.44% -751 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: 18,875 shares; 2024Q4: 16,509 shares; 2025Q1: 16,269 shares; 2025Q2: 15,982 shares; 2025Q3: 15,789 shares; 2025Q4: 15,003 shares; 2026Q1: 14,680 shares 14,680 $2.88M 0.43% -323 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: 16,668 shares; 2024Q4: 15,488 shares; 2025Q1: 15,332 shares; 2025Q2: 15,372 shares; 2025Q3: 15,386 shares; 2025Q4: 13,776 shares; 2026Q1: 12,837 shares 12,837 $2.79M 0.42% -939 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: 6,654 shares; 2024Q4: 7,268 shares; 2025Q1: 7,449 shares; 2025Q2: 7,127 shares; 2025Q3: 7,352 shares; 2025Q4: 7,613 shares; 2026Q1: 8,352 shares 8,352 $2.4M 0.36% +739 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: 7,420 shares; 2024Q4: 7,576 shares; 2025Q1: 7,724 shares; 2025Q2: 7,908 shares; 2025Q3: 7,917 shares; 2025Q4: 7,801 shares; 2026Q1: 7,773 shares 7,773 $2.29M 0.34% -28 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: 25,670 shares; 2024Q4: 25,313 shares; 2025Q1: 26,874 shares; 2025Q2: 28,387 shares; 2025Q3: 27,592 shares; 2025Q4: 27,267 shares; 2026Q1: 27,523 shares 27,523 $2.18M 0.33% +256 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: 25,583 shares; 2024Q4: 24,636 shares; 2025Q1: 24,014 shares; 2025Q2: 23,851 shares; 2025Q3: 22,161 shares; 2025Q4: 22,534 shares; 2026Q1: 22,519 shares 22,519 $2.04M 0.31% -15 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: 14,190 shares; 2024Q4: 10,961 shares; 2025Q1: 10,946 shares; 2025Q2: 10,876 shares; 2025Q3: 11,682 shares; 2025Q4: 11,156 shares; 2026Q1: 11,334 shares 11,334 $1.92M 0.29% +178 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,070 shares; 2025Q1: 3,023 shares; 2025Q2: 3,220 shares; 2025Q3: 3,078 shares; 2025Q4: 3,155 shares; 2026Q1: 3,130 shares 3,130 $1.87M 0.28% -25 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: 47,544 shares; 2024Q4: 45,591 shares; 2025Q1: 44,576 shares; 2025Q2: 40,823 shares; 2025Q3: 39,130 shares; 2025Q4: 35,718 shares; 2026Q1: 33,924 shares 33,924 $1.83M 0.28% -1,794 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,358 shares; 2024Q4: 30,250 shares; 2025Q1: 28,562 shares; 2025Q2: 29,084 shares; 2025Q3: 28,078 shares; 2025Q4: 23,805 shares; 2026Q1: 22,761 shares 22,761 $1.78M 0.27% -1,044 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 17,053 shares; 2025Q1: 25,764 shares; 2025Q2: 21,251 shares; 2025Q3: 25,154 shares; 2025Q4: 31,662 shares; 2026Q1: 37,081 shares 37,081 $1.78M 0.27% +5,419 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: 25,637 shares; 2024Q4: 24,630 shares; 2025Q1: 23,539 shares; 2025Q2: 23,394 shares; 2025Q3: 23,185 shares; 2025Q4: 22,586 shares; 2026Q1: 21,753 shares 21,753 $1.63M 0.25% -833 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,921 shares; 2024Q4: 36,760 shares; 2025Q1: 36,550 shares; 2025Q2: 36,601 shares; 2025Q3: 36,046 shares; 2025Q4: 34,948 shares; 2026Q1: 34,687 shares 34,687 $1.61M 0.24% -261 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: 32,469 shares; 2024Q4: 32,532 shares; 2025Q1: 32,532 shares; 2025Q2: 32,536 shares; 2025Q3: 32,536 shares; 2025Q4: 32,559 shares; 2026Q1: 32,559 shares 32,559 $1.59M 0.24% 0 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: 25,644 shares; 2024Q4: 25,644 shares; 2025Q1: 25,644 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares; 2025Q4: 25,546 shares; 2026Q1: 25,546 shares 25,546 $1.45M 0.22% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.22% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 20,868 shares; 2025Q1: 21,553 shares; 2025Q2: 21,132 shares; 2025Q3: 20,767 shares; 2025Q4: 17,623 shares; 2026Q1: 17,474 shares 17,474 $1.41M 0.21% -149 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: 29,211 shares 29,211 $1.21M 0.18% +24,259 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,772 shares; 2025Q1: 2,199 shares; 2025Q2: 2,202 shares; 2025Q3: 1,995 shares; 2025Q4: 1,964 shares; 2026Q1: 2,052 shares 2,052 $1.16M 0.17% +88 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,622 shares; 2025Q1: 1,598 shares; 2025Q2: 1,612 shares; 2025Q3: 2,054 shares; 2025Q4: 1,767 shares; 2026Q1: 1,727 shares 1,727 $1.13M 0.17% -40 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,512 shares; 2024Q4: 59,188 shares; 2025Q1: 61,131 shares; 2025Q2: 60,962 shares; 2025Q3: 59,615 shares; 2025Q4: 16,320 shares; 2026Q1: 12,234 shares 12,234 $1.08M 0.16% -4,086 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: 4,275 shares; 2024Q4: 4,415 shares; 2025Q1: 4,383 shares; 2025Q2: 4,311 shares; 2025Q3: 4,289 shares; 2025Q4: 4,156 shares; 2026Q1: 4,457 shares 4,457 $1.08M 0.16% +301 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,861 shares; 2025Q3: 24,757 shares; 2025Q4: 23,914 shares; 2026Q1: 23,524 shares 23,524 $1.06M 0.16% -390 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,909 shares; 2025Q1: 3,000 shares; 2025Q2: 3,659 shares; 2025Q3: 3,615 shares; 2025Q4: 3,417 shares; 2026Q1: 3,553 shares 3,553 $1.02M 0.15% +136 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: 5,561 shares; 2024Q4: 5,505 shares; 2025Q1: 5,125 shares; 2025Q2: 5,041 shares; 2025Q3: 5,025 shares; 2025Q4: 4,708 shares; 2026Q1: 4,716 shares 4,716 $1.01M 0.15% +8 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,487 shares; 2025Q1: 1,475 shares; 2025Q2: 1,323 shares; 2025Q3: 1,477 shares; 2025Q4: 1,283 shares; 2026Q1: 1,752 shares 1,752 $1M 0.15% +469 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: 14,415 shares; 2024Q4: 14,846 shares; 2025Q1: 12,224 shares; 2025Q2: 12,218 shares; 2025Q3: 12,234 shares; 2025Q4: 12,103 shares; 2026Q1: 12,289 shares 12,289 $978K 0.15% +186 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: 1,987 shares; 2024Q4: 2,690 shares; 2025Q1: 2,601 shares; 2025Q2: 3,071 shares; 2025Q3: 5,585 shares; 2025Q4: 7,815 shares; 2026Q1: 7,953 shares 7,953 $957K 0.14% +138 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,184 shares; 2025Q1: 1,224 shares; 2025Q2: 851 shares; 2025Q3: 886 shares; 2025Q4: 866 shares; 2026Q1: 1,037 shares 1,037 $954K 0.14% +171 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: 2,632 shares; 2024Q4: 2,828 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,224 shares; 2025Q4: 2,660 shares; 2026Q1: 2,816 shares 2,816 $951K 0.14% +156 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: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,949 shares; 2025Q4: 3,816 shares; 2026Q1: 3,816 shares 3,816 $946K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $872K 0.13% new 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: 2,120 shares; 2024Q4: 2,167 shares; 2025Q1: 2,088 shares; 2025Q2: 2,039 shares; 2025Q3: 2,032 shares; 2025Q4: 1,912 shares; 2026Q1: 1,934 shares 1,934 $845K 0.13% +22 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,366 shares; 2025Q1: 17,054 shares; 2025Q2: 18,825 shares; 2025Q3: 20,329 shares; 2025Q4: 21,414 shares; 2026Q1: 19,133 shares 19,133 $844K 0.13% -2,281 Timeline EMLP 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: 19,606 shares; 2024Q4: 19,648 shares; 2025Q1: 19,692 shares; 2025Q2: 19,525 shares; 2025Q3: 19,572 shares; 2025Q4: 19,063 shares; 2026Q1: 19,102 shares 19,102 $834K 0.13% +39 Timeline VUSB 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: 28,089 shares; 2024Q4: 18,343 shares; 2025Q1: 16,734 shares; 2025Q2: 17,110 shares; 2025Q3: 16,861 shares; 2025Q4: 16,943 shares; 2026Q1: 16,730 shares 16,730 $833K 0.13% -213 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: 1,980 shares; 2024Q4: 2,362 shares; 2025Q1: 3,925 shares; 2025Q2: 3,914 shares; 2025Q3: 3,802 shares; 2025Q4: 3,537 shares; 2026Q1: 3,393 shares 3,393 $829K 0.12% -144 Timeline IUSV 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: 11,796 shares; 2024Q4: 10,792 shares; 2025Q1: 10,323 shares; 2025Q2: 9,654 shares; 2025Q3: 9,495 shares; 2025Q4: 8,113 shares; 2026Q1: 8,107 shares 8,107 $829K 0.12% -6 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,151 shares; 2025Q4: 7,334 shares; 2026Q1: 7,550 shares 7,550 $817K 0.12% +216 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,907 shares; 2025Q1: 1,881 shares; 2025Q2: 2,175 shares; 2025Q3: 2,254 shares; 2025Q4: 2,161 shares; 2026Q1: 2,579 shares 2,579 $798K 0.12% +418 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,778 shares; 2026Q1: 13,138 shares 13,138 $797K 0.12% +360 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: 13,962 shares; 2024Q4: 12,971 shares; 2025Q1: 11,964 shares; 2025Q2: 11,381 shares; 2025Q3: 11,137 shares; 2025Q4: 10,911 shares; 2026Q1: 8,911 shares 8,911 $790K 0.12% -2,000 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: 14,083 shares; 2024Q4: 14,286 shares; 2025Q1: 13,851 shares; 2025Q2: 14,408 shares; 2025Q3: 12,842 shares; 2025Q4: 15,146 shares; 2026Q1: 15,169 shares 15,169 $789K 0.12% +23 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 555 shares; 2026Q1: 563 shares 563 $776K 0.12% +8 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,874 shares; 2025Q1: 3,058 shares; 2025Q2: 4,586 shares; 2025Q3: 5,605 shares; 2025Q4: 6,641 shares; 2026Q1: 4,872 shares 4,872 $757K 0.11% -1,769 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 3,850 shares; 2025Q4: 8,256 shares; 2026Q1: 10,065 shares 10,065 $737K 0.11% +1,809 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: 9,111 shares; 2024Q4: 7,839 shares; 2025Q1: 7,677 shares; 2025Q2: 7,055 shares; 2025Q3: 6,811 shares; 2025Q4: 6,668 shares; 2026Q1: 6,738 shares 6,738 $697K 0.1% +70 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,734 shares; 2025Q4: 2,482 shares; 2026Q1: 2,565 shares 2,565 $694K 0.1% +83 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,559 shares; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares 7,550 $693K 0.1% 0 Timeline DFIP 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: 27,564 shares; 2024Q4: 18,584 shares; 2025Q1: 16,684 shares; 2025Q2: 16,991 shares; 2025Q3: 19,533 shares; 2025Q4: 16,624 shares; 2026Q1: 16,505 shares 16,505 $689K 0.1% -119 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: 23,003 shares; 2024Q4: 22,021 shares; 2025Q1: 21,107 shares; 2025Q2: 21,848 shares; 2025Q3: 21,486 shares; 2025Q4: 16,491 shares; 2026Q1: 14,608 shares 14,608 $685K 0.1% -1,883 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,561 shares; 2024Q4: 42,893 shares; 2025Q1: 40,751 shares; 2025Q2: 37,347 shares; 2025Q3: 34,779 shares; 2025Q4: 15,865 shares; 2026Q1: 10,572 shares 10,572 $680K 0.1% -5,293 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: not reported; 2024Q4: not reported; 2025Q1: 2,886 shares; 2025Q2: 2,940 shares; 2025Q3: 2,939 shares; 2025Q4: 2,600 shares; 2026Q1: 2,555 shares 2,555 $680K 0.1% -45 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: 3,251 shares; 2024Q4: 3,324 shares; 2025Q1: 3,563 shares; 2025Q2: 3,447 shares; 2025Q3: 3,450 shares; 2025Q4: 3,300 shares; 2026Q1: 3,321 shares 3,321 $676K 0.1% +21 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,802 shares; 2026Q1: 1,859 shares 1,859 $662K 0.1% +57 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 2,015 shares; 2026Q1: 2,030 shares 2,030 $662K 0.1% +15 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,455 shares; 2024Q4: 51,000 shares; 2025Q1: 50,682 shares; 2025Q2: 43,650 shares; 2025Q3: 43,238 shares; 2025Q4: 36,717 shares; 2026Q1: 37,032 shares 37,032 $657K 0.1% +315 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 465 shares; 2025Q4: 678 shares; 2026Q1: 725 shares 725 $633K 0.1% +47 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 3,614 shares; 2026Q1: 4,988 shares 4,988 $630K 0.09% +1,374 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,328 shares; 2025Q1: 5,334 shares; 2025Q2: 5,527 shares; 2025Q3: 5,342 shares; 2025Q4: 5,307 shares; 2026Q1: 5,310 shares 5,310 $629K 0.09% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,649 shares; 2025Q4: 32,284 shares; 2026Q1: 35,688 shares 35,688 $627K 0.09% +3,404 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,897 shares; 2025Q1: 4,825 shares; 2025Q2: 4,396 shares; 2025Q3: 4,647 shares; 2025Q4: 5,175 shares; 2026Q1: 4,192 shares 4,192 $613K 0.09% -983 Timeline VRP 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: 59,782 shares; 2024Q4: 59,043 shares; 2025Q1: 54,903 shares; 2025Q2: 31,174 shares; 2025Q3: 25,394 shares; 2025Q4: 25,394 shares; 2026Q1: 25,394 shares 25,394 $609K 0.09% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 10,105 shares; 2025Q1: 9,252 shares; 2025Q2: 9,353 shares; 2025Q3: 8,566 shares; 2025Q4: 6,991 shares; 2026Q1: 5,444 shares 5,444 $601K 0.09% -1,547 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: 17,073 shares; 2024Q4: 11,613 shares; 2025Q1: 7,914 shares; 2025Q2: 7,431 shares; 2025Q3: 7,566 shares; 2025Q4: 7,303 shares; 2026Q1: 7,270 shares 7,270 $600K 0.09% -33 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 6,315 shares; 2025Q1: 6,260 shares; 2025Q2: 6,690 shares; 2025Q3: 6,636 shares; 2025Q4: 4,354 shares; 2026Q1: 4,208 shares 4,208 $582K 0.09% -146 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,158 shares; 2025Q4: 7,560 shares; 2026Q1: 8,391 shares 8,391 $580K 0.09% +831 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,784 shares; 2025Q2: 1,822 shares; 2025Q3: 1,891 shares; 2025Q4: 2,080 shares; 2026Q1: 2,028 shares 2,028 $576K 0.09% -52 Timeline FTSL 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: 14,975 shares; 2024Q4: 14,963 shares; 2025Q1: 15,089 shares; 2025Q2: 14,411 shares; 2025Q3: 13,459 shares; 2025Q4: 12,505 shares; 2026Q1: 12,629 shares 12,629 $566K 0.09% +124 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: 403 shares; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 601 shares; 2025Q3: 456 shares; 2025Q4: 754 shares; 2026Q1: 912 shares 912 $551K 0.08% +158 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,144 shares; 2026Q1: 22,144 shares 22,144 $549K 0.08% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,381 shares; 2026Q1: 15,790 shares 15,790 $517K 0.08% -591 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 2,977 shares; 2026Q1: 2,828 shares 2,828 $515K 0.08% -149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,462 shares; 2026Q1: 8,718 shares 8,718 $512K 0.08% +1,256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 1,083 shares; 2025Q4: 957 shares; 2026Q1: 2,104 shares 2,104 $512K 0.08% +1,147 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,701 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,701 shares; 2025Q4: 10,701 shares; 2026Q1: 10,701 shares 10,701 $511K 0.08% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 10,557 shares; 2025Q1: 10,604 shares; 2025Q2: 10,604 shares; 2025Q3: 10,604 shares; 2025Q4: 10,604 shares; 2026Q1: 10,604 shares 10,604 $507K 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 578 shares; 2025Q1: 579 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 564 shares; 2026Q1: 565 shares 565 $506K 0.08% +1 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,644 shares; 2024Q4: 20,644 shares; 2025Q1: 20,644 shares; 2025Q2: 20,644 shares; 2025Q3: 20,672 shares; 2025Q4: 20,644 shares; 2026Q1: 20,644 shares 20,644 $504K 0.08% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 6,946 shares; 2025Q3: 7,027 shares; 2025Q4: 6,468 shares; 2026Q1: 6,725 shares 6,725 $501K 0.08% +257 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,509 shares; 2025Q1: 3,192 shares; 2025Q2: 3,276 shares; 2025Q3: 3,803 shares; 2025Q4: 3,258 shares; 2026Q1: 3,349 shares 3,349 $493K 0.07% +91 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: 417 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 470 shares; 2025Q3: 467 shares; 2025Q4: 428 shares; 2026Q1: 491 shares 491 $490K 0.07% +63 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 9,339 shares; 2025Q1: 9,328 shares; 2025Q2: 12,065 shares; 2025Q3: 13,664 shares; 2025Q4: 13,020 shares; 2026Q1: 14,676 shares 14,676 $487K 0.07% +1,656 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 7,060 shares; 2025Q1: 6,755 shares; 2025Q2: 7,831 shares; 2025Q3: 6,230 shares; 2025Q4: 6,711 shares; 2026Q1: 7,353 shares 7,353 $471K 0.07% +642 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,349 shares; 2025Q1: 7,313 shares; 2025Q2: 7,181 shares; 2025Q3: 6,563 shares; 2025Q4: 6,527 shares; 2026Q1: 6,544 shares 6,544 $470K 0.07% +17 Timeline IEI 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: 7,207 shares; 2024Q4: 4,846 shares; 2025Q1: 4,521 shares; 2025Q2: 4,836 shares; 2025Q3: 4,378 shares; 2025Q4: 3,929 shares; 2026Q1: 3,922 shares 3,922 $465K 0.07% -7 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 730 shares 730 $464K 0.07% new 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: 2,423 shares; 2024Q4: 2,293 shares; 2025Q1: 2,294 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,169 shares; 2026Q1: 1,759 shares 1,759 $461K 0.07% -410 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,317 shares; 2025Q1: 11,238 shares; 2025Q2: 9,462 shares; 2025Q3: 8,732 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares 8,628 $454K 0.07% 0 Timeline FLTR 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: 26,242 shares; 2024Q4: 24,716 shares; 2025Q1: 19,646 shares; 2025Q2: 17,783 shares; 2025Q3: 17,931 shares; 2025Q4: 17,649 shares; 2026Q1: 17,734 shares 17,734 $452K 0.07% +85 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,024 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 6,539 shares; 2026Q1: 6,539 shares 6,539 $446K 0.07% 0 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: 584 shares; 2024Q4: 643 shares; 2025Q1: 719 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 666 shares 666 $433K 0.07% +10 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 2,407 shares; 2025Q2: 2,680 shares; 2025Q3: 2,467 shares; 2025Q4: 2,517 shares; 2026Q1: 2,607 shares 2,607 $431K 0.06% +90 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,334 shares; 2025Q1: 7,253 shares; 2025Q2: 7,933 shares; 2025Q3: 8,405 shares; 2025Q4: 5,525 shares; 2026Q1: 5,576 shares 5,576 $430K 0.06% +51 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 3,648 shares; 2025Q1: 3,150 shares; 2025Q2: 3,138 shares; 2025Q3: 3,268 shares; 2025Q4: 2,210 shares; 2026Q1: 2,212 shares 2,212 $424K 0.06% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,383 shares; 2025Q4: 1,915 shares; 2026Q1: 2,024 shares 2,024 $421K 0.06% +109 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,877 shares 1,877 $398K 0.06% +151 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,280 shares; 2025Q3: 1,149 shares; 2025Q4: 1,678 shares; 2026Q1: 1,597 shares 1,597 $397K 0.06% -81 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: 5,296 shares; 2026Q1: 5,925 shares 5,925 $394K 0.06% +629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $393K 0.06% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,842 shares; 2025Q3: 2,571 shares; 2025Q4: 1,805 shares; 2026Q1: 1,889 shares 1,889 $391K 0.06% +84 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,558 shares 1,558 $390K 0.06% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 474 shares; 2026Q1: 503 shares 503 $389K 0.06% +29 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,062 shares; 2025Q1: 2,809 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares; 2026Q1: 2,904 shares 2,904 $383K 0.06% -133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 2,810 shares; 2025Q4: 2,875 shares; 2026Q1: 2,812 shares 2,812 $382K 0.06% -63 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 3,163 shares; 2026Q1: 3,358 shares 3,358 $381K 0.06% +195 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: 6,666 shares; 2024Q4: 6,504 shares; 2025Q1: 6,524 shares; 2025Q2: 7,396 shares; 2025Q3: 7,794 shares; 2025Q4: 7,383 shares; 2026Q1: 7,580 shares 7,580 $381K 0.06% +197 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: 6,042 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,110 shares; 2025Q3: 4,995 shares; 2025Q4: 4,865 shares; 2026Q1: 4,819 shares 4,819 $372K 0.06% -46 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 2,090 shares; 2026Q1: 3,527 shares 3,527 $369K 0.06% +1,437 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,536 shares; 2026Q1: 2,862 shares 2,862 $362K 0.05% -674 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: 949 shares; 2024Q4: 914 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,347 shares; 2025Q4: 1,344 shares; 2026Q1: 1,294 shares 1,294 $361K 0.05% -50 Timeline DFAR 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: 17,014 shares; 2024Q4: 17,044 shares; 2025Q1: 16,927 shares; 2025Q2: 15,761 shares; 2025Q3: 15,807 shares; 2025Q4: 16,102 shares; 2026Q1: 15,265 shares 15,265 $361K 0.05% -837 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,956 shares; 2025Q2: 2,676 shares; 2025Q3: not reported; 2025Q4: 3,020 shares; 2026Q1: 4,382 shares 4,382 $358K 0.05% +1,362 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 2,464 shares; 2025Q2: 2,709 shares; 2025Q3: 2,211 shares; 2025Q4: 2,643 shares; 2026Q1: 2,369 shares 2,369 $357K 0.05% -274 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: 7,392 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 14,792 shares; 2025Q3: 14,784 shares; 2025Q4: 13,737 shares; 2026Q1: 14,160 shares 14,160 $350K 0.05% +423 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,144 shares; 2025Q1: 1,153 shares; 2025Q2: 1,188 shares; 2025Q3: 1,191 shares; 2025Q4: 1,078 shares; 2026Q1: 1,063 shares 1,063 $350K 0.05% -15 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: 1,180 shares; 2024Q4: 1,148 shares; 2025Q1: 1,145 shares; 2025Q2: 1,155 shares; 2025Q3: 1,178 shares; 2025Q4: 1,148 shares; 2026Q1: 1,152 shares 1,152 $348K 0.05% +4 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: 1,580 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,505 shares; 2026Q1: 1,514 shares 1,514 $348K 0.05% +9 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,350 shares; 2025Q3: 2,380 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares 2,462 $347K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,176 shares 1,176 $347K 0.05% +9 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 8,261 shares; 2025Q4: 8,261 shares; 2026Q1: 8,465 shares 8,465 $345K 0.05% +204 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: 6,998 shares; 2024Q4: 6,000 shares; 2025Q1: 5,143 shares; 2025Q2: 4,850 shares; 2025Q3: 4,828 shares; 2025Q4: 4,353 shares; 2026Q1: 4,332 shares 4,332 $343K 0.05% -21 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,681 shares; 2026Q1: 2,838 shares 2,838 $337K 0.05% +157 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 394 shares; 2026Q1: 453 shares 453 $334K 0.05% +59 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: 1,698 shares; 2024Q4: 1,705 shares; 2025Q1: 1,707 shares; 2025Q2: 1,716 shares; 2025Q3: 1,756 shares; 2025Q4: 1,659 shares; 2026Q1: 1,521 shares 1,521 $331K 0.05% -138 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 11,649 shares; 2025Q1: 11,649 shares; 2025Q2: 10,307 shares; 2025Q3: 9,614 shares; 2025Q4: 8,768 shares; 2026Q1: 8,542 shares 8,542 $326K 0.05% -226 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares; 2026Q1: 2,038 shares 2,038 $325K 0.05% +189 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 2,463 shares 2,463 $324K 0.05% +688 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares; 2026Q1: 1,618 shares 1,618 $324K 0.05% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,842 shares 1,842 $319K 0.05% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 690 shares; 2025Q4: 906 shares; 2026Q1: 922 shares 922 $317K 0.05% +16 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 18,511 shares; 2025Q1: 18,511 shares; 2025Q2: 18,511 shares; 2025Q3: 18,535 shares; 2025Q4: 18,535 shares; 2026Q1: 18,535 shares 18,535 $317K 0.05% 0 Timeline VTWV 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: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,905 shares; 2026Q1: 1,868 shares 1,868 $312K 0.05% -37 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,886 shares; 2025Q1: 4,889 shares; 2025Q2: 5,813 shares; 2025Q3: 5,842 shares; 2025Q4: 5,767 shares; 2026Q1: 5,704 shares 5,704 $311K 0.05% -63 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: 6,367 shares; 2024Q4: 8,260 shares; 2025Q1: 7,511 shares; 2025Q2: 6,718 shares; 2025Q3: 6,895 shares; 2025Q4: 6,521 shares; 2026Q1: 6,353 shares 6,353 $310K 0.05% -168 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: 4,806 shares; 2024Q4: 4,853 shares; 2025Q1: 4,667 shares; 2025Q2: 4,685 shares; 2025Q3: 5,171 shares; 2025Q4: 5,176 shares; 2026Q1: 4,689 shares 4,689 $309K 0.05% -487 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,647 shares; 2026Q1: 2,481 shares 2,481 $306K 0.05% -166 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: not reported; 2025Q1: 3,333 shares; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 3,270 shares; 2026Q1: 2,465 shares 2,465 $303K 0.05% -805 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 425 shares 425 $301K 0.05% +9 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 4,981 shares; 2026Q1: 3,710 shares 3,710 $298K 0.04% -1,271 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,260 shares 2,260 $296K 0.04% +150 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,097 shares; 2025Q1: 1,103 shares; 2025Q2: 1,117 shares; 2025Q3: 1,147 shares; 2025Q4: 1,242 shares; 2026Q1: 1,219 shares 1,219 $295K 0.04% -23 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: 1,127 shares; 2024Q4: 1,126 shares; 2025Q1: 1,130 shares; 2025Q2: 1,134 shares; 2025Q3: 1,028 shares; 2025Q4: 948 shares; 2026Q1: 950 shares 950 $295K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares; 2026Q1: 2,996 shares 2,996 $295K 0.04% +42 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: 1,595 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,430 shares 2,430 $295K 0.04% +249 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: 3,721 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 3,721 shares; 2025Q3: 3,712 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares 3,712 $292K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,000 shares; 2025Q1: 3,913 shares; 2025Q2: 3,914 shares; 2025Q3: 3,415 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares 4,766 $292K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 1,358 shares 1,358 $290K 0.04% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares; 2026Q1: 837 shares 837 $287K 0.04% +15 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,904 shares; 2025Q4: 3,776 shares; 2026Q1: 3,700 shares 3,700 $287K 0.04% -76 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: 708 shares; 2024Q4: 712 shares; 2025Q1: 714 shares; 2025Q2: 711 shares; 2025Q3: 717 shares; 2025Q4: 598 shares; 2026Q1: 871 shares 871 $286K 0.04% +273 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,447 shares; 2025Q4: 2,589 shares; 2026Q1: 1,559 shares 1,559 $284K 0.04% -1,030 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950 $282K 0.04% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 11,470 shares; 2025Q1: 7,918 shares; 2025Q2: 8,592 shares; 2025Q3: 8,739 shares; 2025Q4: 9,272 shares; 2026Q1: 9,745 shares 9,745 $280K 0.04% +473 Timeline ROSC 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: 5,532 shares; 2024Q4: 5,578 shares; 2025Q1: 5,602 shares; 2025Q2: 5,629 shares; 2025Q3: 5,656 shares; 2025Q4: 5,701 shares; 2026Q1: 5,722 shares 5,722 $276K 0.04% +21 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,018 shares; 2025Q1: 2,008 shares; 2025Q2: 2,061 shares; 2025Q3: 2,119 shares; 2025Q4: 2,290 shares; 2026Q1: 1,859 shares 1,859 $269K 0.04% -431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $267K 0.04% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,180 shares 3,180 $266K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares 2,846 $263K 0.04% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $262K 0.04% 0 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: 545 shares; 2024Q4: 541 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 549 shares; 2025Q4: 541 shares; 2026Q1: 559 shares 559 $258K 0.04% +18 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: 15,306 shares; 2024Q4: 15,599 shares; 2025Q1: 15,900 shares; 2025Q2: 15,775 shares; 2025Q3: 15,834 shares; 2025Q4: 15,836 shares; 2026Q1: 15,804 shares 15,804 $251K 0.04% -32 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 9,415 shares; 2025Q1: 9,857 shares; 2025Q2: 9,571 shares; 2025Q3: 9,300 shares; 2025Q4: 9,686 shares; 2026Q1: 7,266 shares 7,266 $246K 0.04% -2,420 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: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares 993 $242K 0.04% new 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: not reported; 2024Q4: 1,572 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $242K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 84 shares; 2026Q1: 57 shares 57 $240K 0.04% -27 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares; 2026Q1: 2,575 shares 2,575 $239K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,207 shares; 2025Q2: 8,987 shares; 2025Q3: 8,984 shares; 2025Q4: 8,694 shares; 2026Q1: 8,130 shares 8,130 $236K 0.04% -564 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 3,880 shares; 2026Q1: 4,133 shares 4,133 $233K 0.04% +253 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,875 shares 6,875 $231K 0.03% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,693 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares 1,689 $230K 0.03% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,340 shares; 2025Q1: 3,113 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,054 shares; 2026Q1: 1,573 shares 1,573 $229K 0.03% -481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $227K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $226K 0.03% new Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares; 2026Q1: 3,657 shares 3,657 $226K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,334 shares; 2025Q4: 1,684 shares; 2026Q1: 1,324 shares 1,324 $226K 0.03% -360 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $224K 0.03% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 589 shares 589 $224K 0.03% new 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: 4,136 shares; 2025Q2: 4,626 shares; 2025Q3: 5,077 shares; 2025Q4: 6,397 shares; 2026Q1: 3,948 shares 3,948 $223K 0.03% -2,449 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $220K 0.03% new Timeline AA ALCOA CORP More: the full row for ALCOA 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: 3,281 shares 3,281 $218K 0.03% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 512 shares; 2026Q1: 366 shares 366 $217K 0.03% -146 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: 724 shares; 2024Q4: 1,962 shares; 2025Q1: 2,112 shares; 2025Q2: 2,188 shares; 2025Q3: 1,579 shares; 2025Q4: 2,193 shares; 2026Q1: 1,350 shares 1,350 $216K 0.03% -843 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 945 shares 945 $216K 0.03% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 411 shares; 2025Q4: 703 shares; 2026Q1: 448 shares 448 $215K 0.03% -255 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares 676 $215K 0.03% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 1,293 shares; 2025Q4: 1,528 shares; 2026Q1: 931 shares 931 $215K 0.03% -597 Timeline AVGE 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: 3,687 shares; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,704 shares; 2026Q1: 2,428 shares 2,428 $214K 0.03% -276 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 5,005 shares; 2025Q3: not reported; 2025Q4: 5,771 shares; 2026Q1: 4,978 shares 4,978 $214K 0.03% -793 Timeline CSX CSX CORP More: the full row for CSX 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: 5,189 shares 5,189 $213K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares 1,617 $212K 0.03% new 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: not reported; 2024Q4: 771 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 853 shares; 2025Q4: 691 shares; 2026Q1: 701 shares 701 $212K 0.03% +10 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares 1,152 $211K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,541 shares; 2025Q1: 2,572 shares; 2025Q2: 2,777 shares; 2025Q3: 2,448 shares; 2025Q4: 2,274 shares; 2026Q1: 2,159 shares 2,159 $208K 0.03% -115 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 499 shares 499 $208K 0.03% -33 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: not reported; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 397 shares 397 $208K 0.03% +31 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: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,413 shares; 2025Q3: 1,472 shares; 2025Q4: 1,599 shares; 2026Q1: 1,427 shares 1,427 $207K 0.03% -172 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 3,304 shares 3,304 $206K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,116 shares 2,116 $206K 0.03% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 1,839 shares 1,839 $204K 0.03% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 680 shares 680 $203K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares 409 $203K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares 137 $202K 0.03% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 10,417 shares; 2025Q1: 10,479 shares; 2025Q2: 10,350 shares; 2025Q3: 10,388 shares; 2025Q4: 10,431 shares; 2026Q1: 10,444 shares 10,444 $195K 0.03% +13 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,726 shares; 2025Q2: 12,495 shares; 2025Q3: 22,009 shares; 2025Q4: 24,973 shares; 2026Q1: 13,825 shares 13,825 $90.8K 0.01% -11,148 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 10,704 shares; 2025Q1: 10,704 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares; 2025Q4: 10,704 shares; 2026Q1: 10,704 shares 10,704 $87.3K 0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 13,199 shares 13,199 $7.69K <0.01% new Timeline