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: 19,824 shares; 2024Q4: 19,960 shares; 2025Q1: 19,490 shares; 2025Q2: 15,380 shares; 2025Q3: 19,770 shares; 2025Q4: 20,629 shares; 2026Q1: 20,469 shares 20,469 $11.8M 6.36% -160 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: 28,950 shares; 2024Q4: 27,103 shares; 2025Q1: 26,416 shares; 2025Q2: 20,502 shares; 2025Q3: 26,708 shares; 2025Q4: 26,145 shares; 2026Q1: 25,831 shares 25,831 $11.3M 6.08% -314 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: 39,516 shares; 2024Q4: 39,582 shares; 2025Q1: 39,206 shares; 2025Q2: 39,069 shares; 2025Q3: 39,945 shares; 2025Q4: 39,873 shares; 2026Q1: 38,991 shares 38,991 $9.9M 5.33% -882 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: 28,972 shares; 2024Q4: 29,470 shares; 2025Q1: 29,902 shares; 2025Q2: 28,669 shares; 2025Q3: 29,201 shares; 2025Q4: 28,641 shares; 2026Q1: 28,637 shares 28,637 $8.56M 4.61% -4 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: 10,463 shares; 2024Q4: 9,842 shares; 2025Q1: 10,183 shares; 2025Q2: 10,220 shares; 2025Q3: 10,239 shares; 2025Q4: 10,197 shares; 2026Q1: 10,214 shares 10,214 $6.64M 3.58% +17 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: 29,248 shares; 2024Q4: 28,949 shares; 2025Q1: 27,291 shares; 2025Q2: 19,729 shares; 2025Q3: 27,259 shares; 2025Q4: 27,000 shares; 2026Q1: 27,015 shares 27,015 $5.3M 2.86% +15 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: 31,079 shares; 2024Q4: 30,516 shares; 2025Q1: 30,779 shares; 2025Q2: 31,011 shares; 2025Q3: 31,006 shares; 2025Q4: 34,607 shares; 2026Q1: 34,670 shares 34,670 $4.8M 2.58% +63 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: 12,457 shares; 2024Q4: 11,712 shares; 2025Q1: 11,556 shares; 2025Q2: 11,694 shares; 2025Q3: 14,311 shares; 2025Q4: 11,648 shares; 2026Q1: 11,442 shares 11,442 $4.24M 2.28% -206 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: 18,959 shares; 2024Q4: 18,812 shares; 2025Q1: 18,592 shares; 2025Q2: 18,521 shares; 2025Q3: 18,518 shares; 2025Q4: 18,887 shares; 2026Q1: 18,909 shares 18,909 $4.07M 2.19% +22 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 7,923 shares; 2025Q1: 8,000 shares; 2025Q2: 8,004 shares; 2025Q3: 7,892 shares; 2025Q4: 7,923 shares; 2026Q1: 7,951 shares 7,951 $3.68M 1.98% +28 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: 7,976 shares; 2024Q4: 8,028 shares; 2025Q1: 7,688 shares; 2025Q2: 4,519 shares; 2025Q3: 7,995 shares; 2025Q4: 7,779 shares; 2026Q1: 7,654 shares 7,654 $3.67M 1.98% -125 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: 10,984 shares; 2024Q4: 11,096 shares; 2025Q1: 11,027 shares; 2025Q2: 7,366 shares; 2025Q3: 10,884 shares; 2025Q4: 10,886 shares; 2026Q1: 10,829 shares 10,829 $3.47M 1.87% -57 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: 38,986 shares; 2024Q4: 38,512 shares; 2025Q1: 38,235 shares; 2025Q2: 38,586 shares; 2025Q3: 38,390 shares; 2025Q4: 38,024 shares; 2026Q1: 38,023 shares 38,023 $3.35M 1.81% -1 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: 43,067 shares; 2024Q4: 43,162 shares; 2025Q1: 40,688 shares; 2025Q2: 29,367 shares; 2025Q3: 42,023 shares; 2025Q4: 42,168 shares; 2026Q1: 43,520 shares 43,520 $2.94M 1.58% +1,352 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: 23,266 shares; 2024Q4: 22,914 shares; 2025Q1: 22,868 shares; 2025Q2: 23,234 shares; 2025Q3: 17,047 shares; 2025Q4: 17,793 shares; 2026Q1: 15,783 shares 15,783 $2.75M 1.48% -2,010 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: 41,389 shares; 2024Q4: 38,850 shares; 2025Q1: 34,013 shares; 2025Q2: 12,894 shares; 2025Q3: 35,162 shares; 2025Q4: 34,759 shares; 2026Q1: 34,232 shares 34,232 $2.71M 1.46% -527 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: 21,308 shares; 2024Q4: 21,378 shares; 2025Q1: 19,849 shares; 2025Q2: 14,725 shares; 2025Q3: 20,311 shares; 2025Q4: 20,370 shares; 2026Q1: 20,424 shares 20,424 $2.54M 1.37% +54 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: 9,986 shares; 2024Q4: 7,949 shares; 2025Q1: 8,047 shares; 2025Q2: 7,734 shares; 2025Q3: 10,488 shares; 2025Q4: 10,361 shares; 2026Q1: 10,326 shares 10,326 $2.52M 1.36% -35 Timeline FDN 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: 11,269 shares; 2024Q4: 11,353 shares; 2025Q1: 11,303 shares; 2025Q2: 11,283 shares; 2025Q3: 11,283 shares; 2025Q4: 11,323 shares; 2026Q1: 10,681 shares 10,681 $2.5M 1.35% -642 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 11,187 shares; 2025Q1: 11,167 shares; 2025Q2: 10,867 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares 10,867 $2.35M 1.26% 0 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: 18,932 shares; 2024Q4: 8,119 shares; 2025Q1: 6,935 shares; 2025Q2: 6,912 shares; 2025Q3: 17,390 shares; 2025Q4: 6,922 shares; 2026Q1: 17,067 shares 17,067 $2.02M 1.09% +10,145 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 11,342 shares; 2025Q1: 10,715 shares; 2025Q2: 8,323 shares; 2025Q3: 10,881 shares; 2025Q4: 10,783 shares; 2026Q1: 10,797 shares 10,797 $1.82M 0.98% +14 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 6,258 shares; 2025Q1: 6,396 shares; 2025Q2: 3,484 shares; 2025Q3: 6,435 shares; 2025Q4: 6,365 shares; 2026Q1: 6,422 shares 6,422 $1.75M 0.94% +57 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: 33,191 shares; 2024Q4: 32,479 shares; 2025Q1: 30,609 shares; 2025Q2: 20,932 shares; 2025Q3: 31,184 shares; 2025Q4: 31,286 shares; 2026Q1: 32,055 shares 32,055 $1.73M 0.93% +769 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: 12,900 shares; 2024Q4: 23,690 shares; 2025Q1: 22,620 shares; 2025Q2: 6,138 shares; 2025Q3: 11,990 shares; 2025Q4: 22,015 shares; 2026Q1: 11,851 shares 11,851 $1.71M 0.92% -10,164 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 14,721 shares; 2025Q1: 13,157 shares; 2025Q2: 5,805 shares; 2025Q3: 13,429 shares; 2025Q4: 13,121 shares; 2026Q1: 12,881 shares 12,881 $1.71M 0.92% -240 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 4,347 shares; 2025Q1: 13,961 shares; 2025Q2: 3,870 shares; 2025Q3: 14,329 shares; 2025Q4: 14,329 shares; 2026Q1: 13,950 shares 13,950 $1.69M 0.91% -379 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: 12,027 shares; 2024Q4: 20,843 shares; 2025Q1: 18,338 shares; 2025Q2: 10,788 shares; 2025Q3: 18,679 shares; 2025Q4: 19,528 shares; 2026Q1: 20,115 shares 20,115 $1.66M 0.9% +587 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,517 shares; 2024Q4: 18,414 shares; 2025Q1: 16,638 shares; 2025Q2: 6,148 shares; 2025Q3: 16,506 shares; 2025Q4: 16,242 shares; 2026Q1: 15,927 shares 15,927 $1.6M 0.86% -315 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 10,172 shares; 2025Q1: 10,172 shares; 2025Q2: 10,092 shares; 2025Q3: 10,092 shares; 2025Q4: 10,092 shares; 2026Q1: 10,072 shares 10,072 $1.6M 0.86% -20 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: 40,182 shares; 2024Q4: 39,165 shares; 2025Q1: 39,669 shares; 2025Q2: 40,287 shares; 2025Q3: 40,903 shares; 2025Q4: 41,496 shares; 2026Q1: 41,902 shares 41,902 $1.59M 0.85% +406 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: 7,016 shares; 2024Q4: 6,960 shares; 2025Q1: 6,616 shares; 2025Q2: 2,066 shares; 2025Q3: 6,720 shares; 2025Q4: 6,720 shares; 2026Q1: 7,835 shares 7,835 $1.57M 0.85% +1,115 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: 17,615 shares; 2024Q4: 17,665 shares; 2025Q1: 17,103 shares; 2025Q2: 11,644 shares; 2025Q3: 17,433 shares; 2025Q4: 17,385 shares; 2026Q1: 17,250 shares 17,250 $1.53M 0.82% -135 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: 21,712 shares; 2024Q4: 20,846 shares; 2025Q1: 19,416 shares; 2025Q2: 2,669 shares; 2025Q3: 19,697 shares; 2025Q4: 19,417 shares; 2026Q1: 18,783 shares 18,783 $1.47M 0.79% -634 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: 14,765 shares; 2024Q4: 14,116 shares; 2025Q1: 14,529 shares; 2025Q2: 15,942 shares; 2025Q3: 15,304 shares; 2025Q4: 19,560 shares; 2026Q1: 19,588 shares 19,588 $1.47M 0.79% +28 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: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,355 shares; 2025Q2: 2,062 shares; 2025Q3: 5,437 shares; 2025Q4: 5,437 shares; 2026Q1: 5,336 shares 5,336 $1.37M 0.74% -101 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: 5,934 shares; 2024Q4: 5,856 shares; 2025Q1: 5,800 shares; 2025Q2: 5,520 shares; 2025Q3: 5,670 shares; 2025Q4: 4,637 shares; 2026Q1: 4,582 shares 4,582 $1.35M 0.73% -55 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: 11,714 shares; 2024Q4: 8,850 shares; 2025Q1: 8,939 shares; 2025Q2: 8,948 shares; 2025Q3: 8,913 shares; 2025Q4: 8,905 shares; 2026Q1: 9,173 shares 9,173 $1.32M 0.71% +268 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: 6,763 shares; 2024Q4: 6,763 shares; 2025Q1: 6,313 shares; 2025Q2: 6,113 shares; 2025Q3: 6,116 shares; 2025Q4: 6,113 shares; 2026Q1: 6,013 shares 6,013 $1.2M 0.64% -100 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,784 shares; 2025Q2: 1,522 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares 5,954 $1.18M 0.64% 0 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: 7,332 shares; 2024Q4: 7,332 shares; 2025Q1: 7,332 shares; 2025Q2: 7,332 shares; 2025Q3: 7,332 shares; 2025Q4: 7,332 shares; 2026Q1: 7,332 shares 7,332 $1.16M 0.63% 0 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: 9,614 shares; 2024Q4: 15,104 shares; 2025Q1: 11,619 shares; 2025Q2: 9,223 shares; 2025Q3: 14,211 shares; 2025Q4: 14,360 shares; 2026Q1: 14,792 shares 14,792 $1.09M 0.59% +432 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: 6,674 shares; 2024Q4: 6,579 shares; 2025Q1: 6,600 shares; 2025Q2: 6,222 shares; 2025Q3: 6,121 shares; 2025Q4: 6,140 shares; 2026Q1: 6,146 shares 6,146 $1.04M 0.56% +6 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: 15,403 shares; 2024Q4: 15,367 shares; 2025Q1: 12,620 shares; 2025Q2: 6,662 shares; 2025Q3: 12,818 shares; 2025Q4: 12,661 shares; 2026Q1: 12,486 shares 12,486 $1.03M 0.55% -175 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: 3,105 shares; 2024Q4: 3,608 shares; 2025Q1: 3,375 shares; 2025Q2: not reported; 2025Q3: 3,439 shares; 2025Q4: not reported; 2026Q1: 3,357 shares 3,357 $1.01M 0.55% 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: 2,799 shares; 2024Q4: 2,809 shares; 2025Q1: 2,808 shares; 2025Q2: 2,743 shares; 2025Q3: 2,830 shares; 2025Q4: 2,839 shares; 2026Q1: 2,836 shares 2,836 $998K 0.54% -3 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: 4,708 shares; 2024Q4: 4,714 shares; 2025Q1: 4,657 shares; 2025Q2: 4,669 shares; 2025Q3: 4,995 shares; 2025Q4: 4,997 shares; 2026Q1: 4,711 shares 4,711 $981K 0.53% -286 Timeline DWX 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: 18,914 shares; 2024Q4: 19,047 shares; 2025Q1: 19,145 shares; 2025Q2: 19,422 shares; 2025Q3: 19,608 shares; 2025Q4: 19,905 shares; 2026Q1: 20,000 shares 20,000 $912K 0.49% +95 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: 3,214 shares; 2024Q4: 3,184 shares; 2025Q1: 3,185 shares; 2025Q2: 3,186 shares; 2025Q3: 3,187 shares; 2025Q4: 3,142 shares; 2026Q1: 3,143 shares 3,143 $836K 0.45% +1 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: 11,759 shares; 2024Q4: 12,415 shares; 2025Q1: 13,089 shares; 2025Q2: 13,282 shares; 2025Q3: 14,786 shares; 2025Q4: 15,632 shares; 2026Q1: 15,804 shares 15,804 $832K 0.45% +172 Timeline FV 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: 14,780 shares; 2024Q4: 14,147 shares; 2025Q1: 13,612 shares; 2025Q2: 13,627 shares; 2025Q3: 13,602 shares; 2025Q4: 13,102 shares; 2026Q1: 13,102 shares 13,102 $792K 0.43% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4,394 shares; 2025Q1: 4,426 shares; 2025Q2: 4,469 shares; 2025Q3: 4,514 shares; 2025Q4: 4,552 shares; 2026Q1: 4,590 shares 4,590 $790K 0.43% +38 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: 3,633 shares; 2024Q4: 3,969 shares; 2025Q1: 3,530 shares; 2025Q2: not reported; 2025Q3: 3,777 shares; 2025Q4: 3,778 shares; 2026Q1: 3,531 shares 3,531 $746K 0.4% -247 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: 5,595 shares; 2024Q4: 5,622 shares; 2025Q1: 5,649 shares; 2025Q2: 5,678 shares; 2025Q3: 5,704 shares; 2025Q4: 5,730 shares; 2026Q1: 5,765 shares 5,765 $742K 0.4% +35 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: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 6,030 shares; 2025Q2: 6,046 shares; 2025Q3: 6,053 shares; 2025Q4: 5,934 shares; 2026Q1: 5,940 shares 5,940 $738K 0.4% +6 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: 9,256 shares; 2024Q4: 9,278 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,289 shares; 2025Q4: 9,348 shares; 2026Q1: 9,351 shares 9,351 $721K 0.39% +3 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: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.39% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,927 shares; 2025Q1: 3,933 shares; 2025Q2: 3,939 shares; 2025Q3: 3,946 shares; 2025Q4: 3,953 shares; 2026Q1: 3,963 shares 3,963 $714K 0.38% +10 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,364 shares; 2026Q1: 3,364 shares 3,364 $700K 0.38% 0 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: 2,641 shares; 2024Q4: 5,950 shares; 2025Q1: 3,217 shares; 2025Q2: not reported; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 3,217 shares 3,217 $699K 0.38% -105 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: 557 shares; 2025Q3: 885 shares; 2025Q4: 850 shares; 2026Q1: 1,055 shares 1,055 $689K 0.37% +205 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: 3,887 shares; 2024Q4: 4,057 shares; 2025Q1: 4,048 shares; 2025Q2: 3,799 shares; 2025Q3: 4,203 shares; 2025Q4: 4,206 shares; 2026Q1: 4,135 shares 4,135 $684K 0.37% -71 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,118 shares; 2025Q1: 3,093 shares; 2025Q2: 3,104 shares; 2025Q3: 2,964 shares; 2025Q4: 2,977 shares; 2026Q1: 2,986 shares 2,986 $673K 0.36% +9 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: 5,545 shares; 2024Q4: 4,715 shares; 2025Q1: 4,435 shares; 2025Q2: 4,285 shares; 2025Q3: 4,460 shares; 2025Q4: 4,471 shares; 2026Q1: 4,485 shares 4,485 $651K 0.35% +14 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,649 shares; 2025Q2: 1,654 shares; 2025Q3: 1,449 shares; 2025Q4: 1,649 shares; 2026Q1: 1,738 shares 1,738 $646K 0.35% +89 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,550 shares; 2024Q4: 20,250 shares; 2025Q1: 19,875 shares; 2025Q2: 19,675 shares; 2025Q3: 18,575 shares; 2025Q4: 17,450 shares; 2026Q1: 17,350 shares 17,350 $627K 0.34% -100 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: 1,711 shares; 2024Q4: 1,872 shares; 2025Q1: 1,790 shares; 2025Q2: 1,770 shares; 2025Q3: 2,400 shares; 2025Q4: 2,076 shares; 2026Q1: 1,974 shares 1,974 $614K 0.33% -102 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,972 shares; 2024Q4: 54,982 shares; 2025Q1: 56,033 shares; 2025Q2: 57,084 shares; 2025Q3: 58,029 shares; 2025Q4: 58,773 shares; 2026Q1: 59,449 shares 59,449 $612K 0.33% +676 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: 4,571 shares; 2024Q4: 4,574 shares; 2025Q1: 4,578 shares; 2025Q2: 4,581 shares; 2025Q3: 4,584 shares; 2025Q4: 4,588 shares; 2026Q1: 4,591 shares 4,591 $601K 0.32% +3 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: 4,459 shares; 2024Q4: 4,474 shares; 2025Q1: 4,895 shares; 2025Q2: 4,914 shares; 2025Q3: 4,935 shares; 2025Q4: 4,874 shares; 2026Q1: 4,960 shares 4,960 $597K 0.32% +86 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,424 shares; 2025Q1: 7,495 shares; 2025Q2: 7,568 shares; 2025Q3: 7,037 shares; 2025Q4: 7,102 shares; 2026Q1: 7,162 shares 7,162 $587K 0.32% +60 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,664 shares; 2025Q1: 5,727 shares; 2025Q2: 5,824 shares; 2025Q3: 5,921 shares; 2025Q4: 6,049 shares; 2026Q1: 6,117 shares 6,117 $586K 0.32% +68 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,819 shares; 2024Q4: 13,819 shares; 2025Q1: 13,819 shares; 2025Q2: 13,819 shares; 2025Q3: 13,819 shares; 2025Q4: 13,819 shares; 2026Q1: 13,819 shares 13,819 $578K 0.31% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 6,225 shares; 2025Q3: 6,125 shares; 2025Q4: 5,925 shares; 2026Q1: 5,925 shares 5,925 $572K 0.31% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,553 shares; 2025Q1: 1,673 shares; 2025Q2: 1,624 shares; 2025Q3: 1,626 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $556K 0.3% 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: 6,503 shares; 2024Q4: 6,703 shares; 2025Q1: 8,992 shares; 2025Q2: 4,918 shares; 2025Q3: 5,025 shares; 2025Q4: 9,329 shares; 2026Q1: 8,698 shares 8,698 $546K 0.29% -631 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 5,670 shares 5,670 $527K 0.28% 0 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: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600 $503K 0.27% 0 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,285 shares; 2024Q4: 41,281 shares; 2025Q1: 41,281 shares; 2025Q2: 42,636 shares; 2025Q3: 44,009 shares; 2025Q4: 46,341 shares; 2026Q1: 46,341 shares 46,341 $500K 0.27% 0 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: 2,542 shares; 2024Q4: 2,549 shares; 2025Q1: 2,570 shares; 2025Q2: 2,575 shares; 2025Q3: 2,385 shares; 2025Q4: 2,389 shares; 2026Q1: 2,416 shares 2,416 $500K 0.27% +27 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,139 shares; 2025Q1: 776 shares; 2025Q2: 895 shares; 2025Q3: 939 shares; 2025Q4: 987 shares; 2026Q1: 1,159 shares 1,159 $499K 0.27% +172 Timeline FXH 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: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,751 shares; 2025Q2: 4,751 shares; 2025Q3: 4,751 shares; 2025Q4: 4,551 shares; 2026Q1: 4,451 shares 4,451 $489K 0.26% -100 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,770 shares; 2025Q1: 5,786 shares; 2025Q2: 5,723 shares; 2025Q3: 5,135 shares; 2025Q4: 5,035 shares; 2026Q1: 5,055 shares 5,055 $487K 0.26% +20 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: 2,782 shares; 2024Q4: 2,787 shares; 2025Q1: 2,792 shares; 2025Q2: 2,797 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 2,809 shares 2,809 $475K 0.26% +6 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,300 shares; 2025Q4: 18,600 shares; 2026Q1: 18,400 shares 18,400 $470K 0.25% -200 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,139 shares; 2025Q3: 3,939 shares; 2025Q4: 3,359 shares; 2026Q1: 2,689 shares 2,689 $463K 0.25% -670 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,301 shares; 2025Q1: 1,203 shares; 2025Q2: 1,209 shares; 2025Q3: 1,615 shares; 2025Q4: 1,621 shares; 2026Q1: 1,696 shares 1,696 $459K 0.25% +75 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: 6,515 shares; 2024Q4: 6,425 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,225 shares; 2025Q4: 6,125 shares; 2026Q1: 5,725 shares 5,725 $458K 0.25% -400 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: 3,557 shares; 2024Q4: 3,125 shares; 2025Q1: 3,142 shares; 2025Q2: 3,036 shares; 2025Q3: 3,051 shares; 2025Q4: 3,068 shares; 2026Q1: 3,084 shares 3,084 $457K 0.25% +16 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares 3,073 $445K 0.24% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 366 shares; 2025Q1: 367 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 445 shares; 2026Q1: 439 shares 439 $438K 0.24% -6 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: 1,320 shares; 2024Q4: 1,319 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,360 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $427K 0.23% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,952 shares; 2025Q1: 5,353 shares; 2025Q2: 5,353 shares; 2025Q3: 5,154 shares; 2025Q4: 5,054 shares; 2026Q1: 4,555 shares 4,555 $423K 0.23% -499 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,048 shares; 2025Q1: 2,051 shares; 2025Q2: 2,053 shares; 2025Q3: 2,056 shares; 2025Q4: 2,057 shares; 2026Q1: 2,059 shares 2,059 $420K 0.23% +2 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: 2,102 shares; 2024Q4: 2,108 shares; 2025Q1: 2,115 shares; 2025Q2: 2,123 shares; 2025Q3: 2,130 shares; 2025Q4: 2,139 shares; 2026Q1: 2,146 shares 2,146 $417K 0.22% +7 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 6,651 shares; 2025Q1: 6,654 shares; 2025Q2: 7,157 shares; 2025Q3: 8,561 shares; 2025Q4: 8,864 shares; 2026Q1: 8,367 shares 8,367 $413K 0.22% -497 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,163 shares; 2025Q1: 1,616 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 2,125 shares; 2026Q1: 3,031 shares 3,031 $403K 0.22% +906 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: not reported; 2025Q3: 2,851 shares; 2025Q4: 2,853 shares; 2026Q1: 2,954 shares 2,954 $402K 0.22% +101 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,672 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares; 2026Q1: 7,056 shares 7,056 $385K 0.21% +1,684 Timeline VIGI 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: 4,148 shares; 2024Q4: 4,162 shares; 2025Q1: 4,187 shares; 2025Q2: 4,212 shares; 2025Q3: 4,228 shares; 2025Q4: 4,252 shares; 2026Q1: 4,279 shares 4,279 $379K 0.2% +27 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares 1,328 $377K 0.2% 0 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: 7,620 shares; 2024Q4: 7,601 shares; 2025Q1: 7,438 shares; 2025Q2: 6,778 shares; 2025Q3: 7,005 shares; 2025Q4: 7,038 shares; 2026Q1: 7,283 shares 7,283 $366K 0.2% +245 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 4,833 shares; 2025Q1: 4,852 shares; 2025Q2: 4,871 shares; 2025Q3: 4,892 shares; 2025Q4: 4,914 shares; 2026Q1: 4,935 shares 4,935 $357K 0.19% +21 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,364 shares; 2025Q1: 2,631 shares; 2025Q2: 2,786 shares; 2025Q3: 3,113 shares; 2025Q4: 3,178 shares; 2026Q1: 3,364 shares 3,364 $357K 0.19% +186 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,091 shares; 2025Q1: 5,108 shares; 2025Q2: 4,852 shares; 2025Q3: 5,368 shares; 2025Q4: 5,382 shares; 2026Q1: 5,399 shares 5,399 $356K 0.19% +17 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: 12,865 shares; 2024Q4: 12,917 shares; 2025Q1: 13,051 shares; 2025Q2: 12,896 shares; 2025Q3: 12,957 shares; 2025Q4: 12,522 shares; 2026Q1: 12,581 shares 12,581 $353K 0.19% +59 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,650 shares; 2025Q1: 1,659 shares; 2025Q2: 1,668 shares; 2025Q3: 1,677 shares; 2025Q4: 1,686 shares; 2026Q1: 1,695 shares 1,695 $350K 0.19% +9 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: not reported; 2024Q4: 3,277 shares; 2025Q1: 3,696 shares; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: not reported; 2026Q1: 4,880 shares 4,880 $347K 0.19% new 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: 1,903 shares; 2024Q4: 2,033 shares; 2025Q1: 2,094 shares; 2025Q2: 2,120 shares; 2025Q3: 2,128 shares; 2025Q4: 2,134 shares; 2026Q1: 2,139 shares 2,139 $346K 0.19% +5 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $345K 0.19% 0 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: 1,894 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $344K 0.19% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $343K 0.18% 0 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: 1,383 shares; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 4,985 shares; 2026Q1: 1,311 shares 1,311 $343K 0.18% -3,674 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: 8,257 shares; 2024Q4: 8,266 shares; 2025Q1: 8,276 shares; 2025Q2: 7,186 shares; 2025Q3: 7,116 shares; 2025Q4: 7,038 shares; 2026Q1: 7,041 shares 7,041 $343K 0.18% +3 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: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $329K 0.18% 0 Timeline FXR 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: 4,700 shares; 2024Q4: 5,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,997 shares; 2026Q1: 3,997 shares 3,997 $326K 0.18% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 379 shares; 2025Q2: 380 shares; 2025Q3: 381 shares; 2025Q4: 382 shares; 2026Q1: 384 shares 384 $325K 0.18% +2 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,729 shares; 2025Q1: 7,837 shares; 2025Q2: 7,941 shares; 2025Q3: 8,040 shares; 2025Q4: 8,143 shares; 2026Q1: 8,243 shares 8,243 $324K 0.17% +100 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 518 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $318K 0.17% 0 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: 2,256 shares; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares 2,398 $317K 0.17% 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: 10,995 shares; 2024Q4: 11,038 shares; 2025Q1: 11,092 shares; 2025Q2: 10,931 shares; 2025Q3: 10,671 shares; 2025Q4: 10,724 shares; 2026Q1: 10,776 shares 10,776 $312K 0.17% +52 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: 5,540 shares; 2024Q4: 5,440 shares; 2025Q1: 4,841 shares; 2025Q2: 4,842 shares; 2025Q3: 4,843 shares; 2025Q4: 4,368 shares; 2026Q1: 4,269 shares 4,269 $312K 0.17% -99 Timeline FBT 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: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares 1,512 $304K 0.16% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,459 shares; 2025Q1: 1,462 shares; 2025Q2: 1,465 shares; 2025Q3: 1,468 shares; 2025Q4: 1,471 shares; 2026Q1: 1,475 shares 1,475 $300K 0.16% +4 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: 1,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620 $295K 0.16% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 6,687 shares; 2026Q1: 6,687 shares 6,687 $295K 0.16% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 518 shares; 2025Q2: 519 shares; 2025Q3: 520 shares; 2025Q4: 521 shares; 2026Q1: 521 shares 521 $294K 0.16% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 6,100 shares; 2026Q1: 5,802 shares 5,802 $288K 0.16% -298 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: not reported; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $288K 0.16% 0 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: 3,450 shares; 2024Q4: 3,472 shares; 2025Q1: 3,448 shares; 2025Q2: 3,473 shares; 2025Q3: 3,431 shares; 2025Q4: 2,877 shares; 2026Q1: 3,742 shares 3,742 $285K 0.15% +865 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: 8,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $281K 0.15% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,296 shares; 2025Q1: 4,216 shares; 2025Q2: 3,800 shares; 2025Q3: 4,235 shares; 2025Q4: 3,954 shares; 2026Q1: 3,618 shares 3,618 $281K 0.15% -336 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: 1,739 shares; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: 1,771 shares; 2025Q3: 1,782 shares; 2025Q4: 1,738 shares; 2026Q1: 1,759 shares 1,759 $273K 0.15% +21 Timeline RSPN 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: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares 4,715 $271K 0.15% 0 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: 4,187 shares; 2024Q4: 4,220 shares; 2025Q1: 4,254 shares; 2025Q2: 4,288 shares; 2025Q3: 4,249 shares; 2025Q4: 4,280 shares; 2026Q1: 4,312 shares 4,312 $267K 0.14% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,537 shares; 2025Q4: 6,537 shares; 2026Q1: 6,793 shares 6,793 $265K 0.14% +256 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,289 shares; 2025Q1: 1,149 shares; 2025Q2: 1,147 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,149 shares 1,149 $260K 0.14% +1 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: 1,390 shares; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,341 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $257K 0.14% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares 1,057 $256K 0.14% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,151 shares; 2025Q2: 19,165 shares; 2025Q3: 19,178 shares; 2025Q4: 19,190 shares; 2026Q1: 19,202 shares 19,202 $253K 0.14% +12 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: 4,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,157 shares; 2025Q4: 3,385 shares; 2026Q1: 3,585 shares 3,585 $250K 0.13% +200 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: 2,149 shares; 2024Q4: 1,674 shares; 2025Q1: 1,599 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $246K 0.13% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,274 shares; 2026Q1: 4,290 shares 4,290 $238K 0.13% +16 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 5,804 shares; 2025Q1: 5,532 shares; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares 3,401 $238K 0.13% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,302 shares; 2025Q1: 2,293 shares; 2025Q2: 825 shares; 2025Q3: 2,087 shares; 2025Q4: 2,078 shares; 2026Q1: 828 shares 828 $238K 0.13% -1,250 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,495 shares; 2025Q3: 1,500 shares; 2025Q4: 1,504 shares; 2026Q1: 1,509 shares 1,509 $235K 0.13% +5 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: not reported; 2026Q1: 330 shares 330 $234K 0.13% new Timeline PSCI 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: 1,667 shares; 2024Q4: 1,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares 1,467 $227K 0.12% 0 Timeline PGF 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: 13,157 shares; 2024Q4: 13,232 shares; 2025Q1: 13,299 shares; 2025Q2: 12,974 shares; 2025Q3: not reported; 2025Q4: 11,795 shares; 2026Q1: 16,348 shares 16,348 $225K 0.12% +4,553 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,729 shares; 2025Q1: not reported; 2025Q2: 4,054 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 3,582 shares 3,582 $224K 0.12% -497 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares 948 $224K 0.12% 0 Timeline RSPG 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: not reported; 2025Q4: not reported; 2026Q1: 2,035 shares 2,035 $223K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104 $213K 0.11% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,192 shares 6,192 $210K 0.11% new 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: 612 shares; 2024Q4: 612 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 614 shares; 2026Q1: 635 shares 635 $209K 0.11% +21 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: 12,481 shares; 2024Q4: 12,181 shares; 2025Q1: 11,731 shares; 2025Q2: 11,731 shares; 2025Q3: 11,731 shares; 2025Q4: 11,281 shares; 2026Q1: 11,677 shares 11,677 $207K 0.11% +396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $205K 0.11% new Timeline KNCT 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: not reported; 2025Q4: not reported; 2026Q1: 1,466 shares 1,466 $203K 0.11% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 11,080 shares; 2025Q1: 11,248 shares; 2025Q2: 11,445 shares; 2025Q3: 11,639 shares; 2025Q4: 11,845 shares; 2026Q1: 12,057 shares 12,057 $198K 0.11% +212 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,338 shares; 2024Q4: 25,608 shares; 2025Q1: not reported; 2025Q2: 26,055 shares; 2025Q3: not reported; 2025Q4: 26,578 shares; 2026Q1: 26,857 shares 26,857 $169K 0.09% +279 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,107 shares; 2024Q4: 35,558 shares; 2025Q1: 36,017 shares; 2025Q2: 36,540 shares; 2025Q3: not reported; 2025Q4: 37,638 shares; 2026Q1: 38,183 shares 38,183 $142K 0.08% +545 Timeline XCMUX MFS HIGH YIELD MUN TR More: the full row for MFS HIGH YIELD MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,388 shares; 2024Q4: 28,737 shares; 2025Q1: 29,092 shares; 2025Q2: 29,500 shares; 2025Q3: not reported; 2025Q4: 30,365 shares; 2026Q1: 30,789 shares 30,789 $110K 0.06% +424 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,027 shares; 2024Q4: 17,231 shares; 2025Q1: 17,389 shares; 2025Q2: 17,609 shares; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 18,255 shares 18,255 $110K 0.06% +225 Timeline