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: 263,742 shares; 2024Q4: 255,292 shares; 2025Q1: 249,435 shares; 2025Q2: 246,882 shares; 2025Q3: 245,938 shares; 2025Q4: 242,776 shares; 2026Q1: 229,556 shares 229,556 $85M 4.89% -13,220 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: 306,430 shares; 2024Q4: 277,740 shares; 2025Q1: 273,603 shares; 2025Q2: 271,172 shares; 2025Q3: 268,196 shares; 2025Q4: 252,603 shares; 2026Q1: 255,759 shares 255,759 $64.9M 3.74% +3,156 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: 253,431 shares; 2024Q4: 254,207 shares; 2025Q1: 257,191 shares; 2025Q2: 249,939 shares; 2025Q3: 243,317 shares; 2025Q4: 228,896 shares; 2026Q1: 239,948 shares 239,948 $41.8M 2.41% +11,052 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: 94,708 shares; 2024Q4: 93,057 shares; 2025Q1: 93,186 shares; 2025Q2: 90,524 shares; 2025Q3: 88,115 shares; 2025Q4: 85,751 shares; 2026Q1: 87,022 shares 87,022 $38M 2.19% +1,271 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: 179,643 shares; 2024Q4: 176,331 shares; 2025Q1: 181,064 shares; 2025Q2: 183,165 shares; 2025Q3: 181,872 shares; 2025Q4: 178,489 shares; 2026Q1: 177,146 shares 177,146 $34.8M 2% -1,343 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: 76,983 shares; 2024Q4: 67,962 shares; 2025Q1: 40,557 shares; 2025Q2: 65,488 shares; 2025Q3: 65,114 shares; 2025Q4: 65,200 shares; 2026Q1: 59,489 shares 59,489 $34.3M 1.98% -5,711 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: 91,326 shares; 2024Q4: 94,570 shares; 2025Q1: 94,969 shares; 2025Q2: 95,368 shares; 2025Q3: 91,843 shares; 2025Q4: 88,568 shares; 2026Q1: 98,045 shares 98,045 $30.3M 1.75% +9,477 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: 161,646 shares; 2024Q4: 168,004 shares; 2025Q1: 167,443 shares; 2025Q2: 169,459 shares; 2025Q3: 162,357 shares; 2025Q4: 162,664 shares; 2026Q1: 142,352 shares 142,352 $29.6M 1.71% -20,312 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: 148,072 shares; 2024Q4: 149,024 shares; 2025Q1: 157,009 shares; 2025Q2: 153,452 shares; 2025Q3: 156,075 shares; 2025Q4: 156,046 shares; 2026Q1: 187,350 shares 187,350 $26.7M 1.54% +31,304 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,197 shares; 2024Q4: 68,276 shares; 2025Q1: 62,288 shares; 2025Q2: 63,552 shares; 2025Q3: 62,414 shares; 2025Q4: 60,937 shares; 2026Q1: 59,989 shares 59,989 $25.6M 1.47% -948 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: 140,322 shares; 2024Q4: 135,430 shares; 2025Q1: 12,103 shares; 2025Q2: 138,531 shares; 2025Q3: 135,146 shares; 2025Q4: 128,443 shares; 2026Q1: 127,730 shares 127,730 $21.7M 1.25% -713 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: 22,624 shares; 2024Q4: 22,330 shares; 2025Q1: 21,746 shares; 2025Q2: 22,231 shares; 2025Q3: 21,873 shares; 2025Q4: 21,044 shares; 2026Q1: 20,897 shares 20,897 $20.8M 1.2% -147 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: 78,836 shares; 2024Q4: 52,315 shares; 2025Q1: 28,670 shares; 2025Q2: 47,248 shares; 2025Q3: 47,475 shares; 2025Q4: 41,642 shares; 2026Q1: 31,777 shares 31,777 $20.8M 1.19% -9,865 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: 63,332 shares; 2024Q4: 55,525 shares; 2025Q1: 55,272 shares; 2025Q2: 52,603 shares; 2025Q3: 45,977 shares; 2025Q4: 42,338 shares; 2026Q1: 42,437 shares 42,437 $20.3M 1.17% +99 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: 66,717 shares; 2024Q4: 62,474 shares; 2025Q1: 18,171 shares; 2025Q2: 48,735 shares; 2025Q3: 49,661 shares; 2025Q4: 49,036 shares; 2026Q1: 51,132 shares 51,132 $19M 1.09% +2,096 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: 196,496 shares; 2024Q4: 199,148 shares; 2025Q1: 157,161 shares; 2025Q2: 205,083 shares; 2025Q3: 210,601 shares; 2025Q4: 231,011 shares; 2026Q1: 239,528 shares 239,528 $18.8M 1.08% +8,517 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: 73,115 shares; 2024Q4: 70,437 shares; 2025Q1: 9,888 shares; 2025Q2: 47,588 shares; 2025Q3: 42,961 shares; 2025Q4: 41,724 shares; 2026Q1: 60,523 shares 60,523 $17.4M 1% +18,799 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: 272,428 shares; 2024Q4: 278,071 shares; 2025Q1: 80,264 shares; 2025Q2: 243,496 shares; 2025Q3: 245,409 shares; 2025Q4: 240,674 shares; 2026Q1: 237,633 shares 237,633 $15.2M 0.88% -3,041 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: 191,395 shares; 2024Q4: 195,634 shares; 2025Q1: 95,941 shares; 2025Q2: 208,343 shares; 2025Q3: 216,823 shares; 2025Q4: 218,880 shares; 2026Q1: 206,704 shares 206,704 $15.2M 0.88% -12,176 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: 42,751 shares; 2024Q4: 41,969 shares; 2025Q1: 41,159 shares; 2025Q2: 40,279 shares; 2025Q3: 43,129 shares; 2025Q4: 34,384 shares; 2026Q1: 35,316 shares 35,316 $15.2M 0.87% +932 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: 115,952 shares; 2024Q4: 119,700 shares; 2025Q1: 109,271 shares; 2025Q2: 113,993 shares; 2025Q3: 123,004 shares; 2025Q4: 113,569 shares; 2026Q1: 133,933 shares 133,933 $14.8M 0.85% +20,364 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: 60,187 shares; 2024Q4: 63,204 shares; 2025Q1: 7,461 shares; 2025Q2: 49,954 shares; 2025Q3: 46,577 shares; 2025Q4: 41,073 shares; 2026Q1: 49,128 shares 49,128 $14.1M 0.81% +8,055 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: 26,497 shares; 2024Q4: 26,529 shares; 2025Q1: 494 shares; 2025Q2: 27,128 shares; 2025Q3: 26,022 shares; 2025Q4: 24,481 shares; 2026Q1: 24,156 shares 24,156 $13.8M 0.8% -325 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: 290,297 shares; 2024Q4: 289,422 shares; 2025Q1: 228,040 shares; 2025Q2: 340,441 shares; 2025Q3: 353,624 shares; 2025Q4: 352,616 shares; 2026Q1: 353,526 shares 353,526 $13.7M 0.79% +910 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,704 shares; 2025Q1: 1,707 shares; 2025Q2: 14,085 shares; 2025Q3: 15,293 shares; 2025Q4: 14,675 shares; 2026Q1: 14,539 shares 14,539 $13.4M 0.77% -136 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: 96,932 shares; 2024Q4: 97,581 shares; 2025Q1: 3,476 shares; 2025Q2: 95,630 shares; 2025Q3: 90,503 shares; 2025Q4: 88,252 shares; 2026Q1: 87,793 shares 87,793 $13M 0.75% -459 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: 151,159 shares; 2024Q4: 143,970 shares; 2025Q1: 177,824 shares; 2025Q2: 169,684 shares; 2025Q3: 167,569 shares; 2025Q4: 142,183 shares; 2026Q1: 140,446 shares 140,446 $12.9M 0.74% -1,737 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,539 shares; 2024Q4: 238,476 shares; 2025Q1: 124,232 shares; 2025Q2: 221,153 shares; 2025Q3: 227,177 shares; 2025Q4: 250,578 shares; 2026Q1: 259,954 shares 259,954 $12.5M 0.72% +9,376 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: 23,138 shares; 2024Q4: 18,611 shares; 2025Q1: 6,004 shares; 2025Q2: 16,832 shares; 2025Q3: 16,821 shares; 2025Q4: 17,311 shares; 2026Q1: 18,971 shares 18,971 $12.3M 0.71% +1,660 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,900 shares; 2024Q4: 111,282 shares; 2025Q1: 113,893 shares; 2025Q2: 119,284 shares; 2025Q3: 130,310 shares; 2025Q4: 133,081 shares; 2026Q1: 124,275 shares 124,275 $12.3M 0.71% -8,806 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: 103,541 shares; 2024Q4: 105,272 shares; 2025Q1: 95,193 shares; 2025Q2: 126,027 shares; 2025Q3: 132,605 shares; 2025Q4: 145,922 shares; 2026Q1: 155,792 shares 155,792 $12M 0.69% +9,870 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: 114,450 shares; 2024Q4: 109,936 shares; 2025Q1: 118,661 shares; 2025Q2: 124,928 shares; 2025Q3: 118,437 shares; 2025Q4: 98,120 shares; 2026Q1: 97,525 shares 97,525 $11.7M 0.67% -595 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: 151,752 shares; 2024Q4: 151,369 shares; 2025Q1: 29,058 shares; 2025Q2: 125,111 shares; 2025Q3: 127,613 shares; 2025Q4: 126,096 shares; 2026Q1: 128,627 shares 128,627 $11.4M 0.66% +2,531 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: 168,071 shares; 2024Q4: 77,543 shares; 2025Q1: not reported; 2025Q2: 66,137 shares; 2025Q3: 59,560 shares; 2025Q4: 111,122 shares; 2026Q1: 107,544 shares 107,544 $10.6M 0.61% -3,578 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: 19,065 shares; 2024Q4: 20,705 shares; 2025Q1: 48,303 shares; 2025Q2: 52,582 shares; 2025Q3: 48,383 shares; 2025Q4: 49,768 shares; 2026Q1: 53,006 shares 53,006 $10.5M 0.61% +3,238 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,572 shares; 2024Q4: 49,002 shares; 2025Q1: 44,911 shares; 2025Q2: 45,530 shares; 2025Q3: 47,292 shares; 2025Q4: 48,117 shares; 2026Q1: 48,038 shares 48,038 $10.3M 0.59% -79 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: 29,581 shares; 2024Q4: 29,775 shares; 2025Q1: 29,782 shares; 2025Q2: 31,211 shares; 2025Q3: 30,822 shares; 2025Q4: 30,030 shares; 2026Q1: 70,477 shares 70,477 $10.2M 0.59% +40,447 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: 37,172 shares; 2024Q4: 37,075 shares; 2025Q1: 23,819 shares; 2025Q2: 31,988 shares; 2025Q3: 31,046 shares; 2025Q4: 31,092 shares; 2026Q1: 31,665 shares 31,665 $10.2M 0.58% +573 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: 11,134 shares; 2024Q4: 8,091 shares; 2025Q1: 6,737 shares; 2025Q2: 11,202 shares; 2025Q3: 10,757 shares; 2025Q4: 11,724 shares; 2026Q1: 11,359 shares 11,359 $9.92M 0.57% -365 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,513 shares; 2024Q4: 25,688 shares; 2025Q1: 11,441 shares; 2025Q2: 27,491 shares; 2025Q3: 25,834 shares; 2025Q4: 25,713 shares; 2026Q1: 25,084 shares 25,084 $9.62M 0.55% -629 Timeline AVIV 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: 98,877 shares; 2024Q4: 94,263 shares; 2025Q1: 99,371 shares; 2025Q2: 99,775 shares; 2025Q3: 97,426 shares; 2025Q4: 97,487 shares; 2026Q1: 123,633 shares 123,633 $9.25M 0.53% +26,146 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: 11,347 shares; 2024Q4: 11,532 shares; 2025Q1: 9,623 shares; 2025Q2: 15,290 shares; 2025Q3: 14,217 shares; 2025Q4: 14,883 shares; 2026Q1: 15,443 shares 15,443 $9.23M 0.53% +560 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,084 shares; 2024Q4: 29,722 shares; 2025Q1: not reported; 2025Q2: 28,115 shares; 2025Q3: 27,187 shares; 2025Q4: 26,543 shares; 2026Q1: 26,312 shares 26,312 $8.89M 0.51% -231 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: 36,706 shares; 2024Q4: 35,359 shares; 2025Q1: 28,464 shares; 2025Q2: 33,230 shares; 2025Q3: 30,093 shares; 2025Q4: 29,598 shares; 2026Q1: 29,007 shares 29,007 $8.67M 0.5% -591 Timeline DFSU 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: 189,040 shares; 2024Q4: 210,081 shares; 2025Q1: 212,693 shares; 2025Q2: 203,827 shares; 2025Q3: 214,971 shares; 2025Q4: 206,235 shares; 2026Q1: 209,350 shares 209,350 $8.6M 0.49% +3,115 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,130 shares; 2024Q4: 70,632 shares; 2025Q1: 72,610 shares; 2025Q2: 81,129 shares; 2025Q3: 82,196 shares; 2025Q4: 79,018 shares; 2026Q1: 78,590 shares 78,590 $8.54M 0.49% -428 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: 146,474 shares; 2024Q4: 149,299 shares; 2025Q1: 69,767 shares; 2025Q2: 91,316 shares; 2025Q3: 91,598 shares; 2025Q4: 90,799 shares; 2026Q1: 89,267 shares 89,267 $8.44M 0.49% -1,532 Timeline BOXX 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: 25,663 shares; 2024Q4: 33,343 shares; 2025Q1: 51,245 shares; 2025Q2: 70,734 shares; 2025Q3: 72,242 shares; 2025Q4: 71,984 shares; 2026Q1: 71,745 shares 71,745 $8.34M 0.48% -239 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: 163,986 shares; 2024Q4: 164,665 shares; 2025Q1: 25,717 shares; 2025Q2: 168,151 shares; 2025Q3: 159,546 shares; 2025Q4: 156,083 shares; 2026Q1: 157,549 shares 157,549 $8.29M 0.48% +1,466 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: 119,827 shares; 2024Q4: 132,015 shares; 2025Q1: 124,702 shares; 2025Q2: 119,305 shares; 2025Q3: 116,330 shares; 2025Q4: 117,046 shares; 2026Q1: 120,358 shares 120,358 $8.13M 0.47% +3,312 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: 108,136 shares; 2024Q4: 92,676 shares; 2025Q1: 7,255 shares; 2025Q2: 101,730 shares; 2025Q3: 97,553 shares; 2025Q4: 106,530 shares; 2026Q1: 101,750 shares 101,750 $7.85M 0.45% -4,780 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,098 shares; 2024Q4: 223,971 shares; 2025Q1: 181,462 shares; 2025Q2: 227,616 shares; 2025Q3: 230,831 shares; 2025Q4: 236,665 shares; 2026Q1: 251,717 shares 251,717 $7.72M 0.44% +15,052 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: 6,110 shares; 2024Q4: 22,576 shares; 2025Q1: 23,915 shares; 2025Q2: 25,145 shares; 2025Q3: 8,406 shares; 2025Q4: 31,117 shares; 2026Q1: 33,402 shares 33,402 $7.55M 0.43% +2,285 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: 41,316 shares; 2024Q4: 43,060 shares; 2025Q1: 33,211 shares; 2025Q2: 40,139 shares; 2025Q3: 38,893 shares; 2025Q4: 37,714 shares; 2026Q1: 29,621 shares 29,621 $7.42M 0.43% -8,093 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: 40,423 shares; 2024Q4: 36,793 shares; 2025Q1: 10,620 shares; 2025Q2: 37,981 shares; 2025Q3: 36,346 shares; 2025Q4: 35,268 shares; 2026Q1: 34,472 shares 34,472 $7.41M 0.43% -796 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: 42,346 shares; 2024Q4: 50,165 shares; 2025Q1: not reported; 2025Q2: 49,043 shares; 2025Q3: 51,630 shares; 2025Q4: 57,847 shares; 2026Q1: 55,394 shares 55,394 $7.36M 0.42% -2,453 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: 71,067 shares; 2024Q4: 77,397 shares; 2025Q1: 80,462 shares; 2025Q2: 83,753 shares; 2025Q3: 81,450 shares; 2025Q4: 79,462 shares; 2026Q1: 81,145 shares 81,145 $7.35M 0.42% +1,683 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,096 shares; 2025Q1: 53,789 shares; 2025Q2: 49,860 shares; 2025Q3: 49,538 shares; 2025Q4: 38,982 shares; 2026Q1: 44,883 shares 44,883 $7.34M 0.42% +5,901 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: 25,607 shares; 2024Q4: 26,299 shares; 2025Q1: 22,051 shares; 2025Q2: 26,895 shares; 2025Q3: 25,656 shares; 2025Q4: 25,558 shares; 2026Q1: 25,289 shares 25,289 $7.26M 0.42% -269 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: 35,434 shares; 2024Q4: 35,219 shares; 2025Q1: 16,797 shares; 2025Q2: 34,625 shares; 2025Q3: 33,843 shares; 2025Q4: 32,523 shares; 2026Q1: 26,212 shares 26,212 $6.87M 0.4% -6,311 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,342 shares; 2024Q4: 60,416 shares; 2025Q1: 63,727 shares; 2025Q2: 72,294 shares; 2025Q3: 73,534 shares; 2025Q4: 76,847 shares; 2026Q1: 78,454 shares 78,454 $6.8M 0.39% +1,607 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: 105,690 shares; 2024Q4: 104,442 shares; 2025Q1: 34,429 shares; 2025Q2: 97,087 shares; 2025Q3: 92,139 shares; 2025Q4: 90,451 shares; 2026Q1: 90,260 shares 90,260 $6.78M 0.39% -191 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: 165,472 shares; 2024Q4: 183,521 shares; 2025Q1: 158,429 shares; 2025Q2: 198,581 shares; 2025Q3: 198,865 shares; 2025Q4: 196,662 shares; 2026Q1: 200,180 shares 200,180 $6.77M 0.39% +3,518 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: 17,779 shares; 2025Q4: 17,829 shares; 2026Q1: 17,742 shares 17,742 $6.74M 0.39% -87 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,031 shares; 2024Q4: 138,623 shares; 2025Q1: 173,162 shares; 2025Q2: 151,988 shares; 2025Q3: 142,732 shares; 2025Q4: 142,072 shares; 2026Q1: 135,658 shares 135,658 $6.71M 0.39% -6,414 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: 52,986 shares; 2024Q4: 84,595 shares; 2025Q1: 29,952 shares; 2025Q2: 61,697 shares; 2025Q3: 63,016 shares; 2025Q4: 69,054 shares; 2026Q1: 104,639 shares 104,639 $6.55M 0.38% +35,585 Timeline XMMO 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: 26,663 shares; 2024Q4: 28,592 shares; 2025Q1: 29,806 shares; 2025Q2: 36,857 shares; 2025Q3: 37,233 shares; 2025Q4: 40,159 shares; 2026Q1: 43,626 shares 43,626 $6.33M 0.36% +3,467 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,359 shares; 2025Q1: 38,663 shares; 2025Q2: 32,313 shares; 2025Q3: 32,260 shares; 2025Q4: 31,513 shares; 2026Q1: 31,152 shares 31,152 $6.32M 0.36% -361 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: 119,648 shares; 2024Q4: 119,010 shares; 2025Q1: 120,299 shares; 2025Q2: 120,951 shares; 2025Q3: 120,869 shares; 2025Q4: 121,489 shares; 2026Q1: 120,202 shares 120,202 $6.25M 0.36% -1,287 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: 24,157 shares; 2024Q4: 24,468 shares; 2025Q1: 20,070 shares; 2025Q2: 24,767 shares; 2025Q3: 24,672 shares; 2025Q4: 21,857 shares; 2026Q1: 21,223 shares 21,223 $6.24M 0.36% -634 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: 85,509 shares; 2024Q4: 66,131 shares; 2025Q1: 56,886 shares; 2025Q2: 51,439 shares; 2025Q3: 50,315 shares; 2025Q4: 50,719 shares; 2026Q1: 49,937 shares 49,937 $6.21M 0.36% -782 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,598 shares; 2024Q4: 167,653 shares; 2025Q1: 35,614 shares; 2025Q2: 170,266 shares; 2025Q3: 163,271 shares; 2025Q4: 74,420 shares; 2026Q1: 80,733 shares 80,733 $6.18M 0.36% +6,313 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: 25,133 shares; 2024Q4: 24,450 shares; 2025Q1: 25,241 shares; 2025Q2: 27,635 shares; 2025Q3: 28,664 shares; 2025Q4: 27,979 shares; 2026Q1: 28,218 shares 28,218 $6.13M 0.35% +239 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,836 shares; 2024Q4: 129,291 shares; 2025Q1: not reported; 2025Q2: 137,626 shares; 2025Q3: 135,733 shares; 2025Q4: 98,097 shares; 2026Q1: 89,283 shares 89,283 $6.08M 0.35% -8,814 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: 33,196 shares; 2024Q4: 24,338 shares; 2025Q1: 23,677 shares; 2025Q2: 23,702 shares; 2025Q3: 28,715 shares; 2025Q4: 23,388 shares; 2026Q1: 24,809 shares 24,809 $6.06M 0.35% +1,421 Timeline RWL 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: 26,592 shares; 2024Q4: 44,402 shares; 2025Q1: 46,739 shares; 2025Q2: 47,688 shares; 2025Q3: 48,564 shares; 2025Q4: 51,759 shares; 2026Q1: 51,825 shares 51,825 $5.96M 0.34% +66 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: 17,227 shares; 2024Q4: 14,573 shares; 2025Q1: 14,427 shares; 2025Q2: 15,325 shares; 2025Q3: 15,820 shares; 2025Q4: 16,926 shares; 2026Q1: 16,900 shares 16,900 $5.95M 0.34% -26 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: 72,654 shares; 2025Q2: 73,351 shares; 2025Q3: 72,254 shares; 2025Q4: 43,743 shares; 2026Q1: 41,480 shares 41,480 $5.64M 0.32% -2,263 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,064 shares; 2024Q4: 139,995 shares; 2025Q1: 104,449 shares; 2025Q2: 112,466 shares; 2025Q3: 114,553 shares; 2025Q4: 105,811 shares; 2026Q1: 104,851 shares 104,851 $5.23M 0.3% -960 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,626 shares; 2024Q4: 89,787 shares; 2025Q1: 73,233 shares; 2025Q2: 59,989 shares; 2025Q3: 41,199 shares; 2025Q4: 47,114 shares; 2026Q1: 47,135 shares 47,135 $5.22M 0.3% +21 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: 205,023 shares; 2024Q4: 225,682 shares; 2025Q1: 51,421 shares; 2025Q2: 90,076 shares; 2025Q3: 91,811 shares; 2025Q4: 90,070 shares; 2026Q1: 95,891 shares 95,891 $5.18M 0.3% +5,821 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: 11,260 shares; 2024Q4: 11,426 shares; 2025Q1: 9,538 shares; 2025Q2: 11,143 shares; 2025Q3: 11,269 shares; 2025Q4: 11,292 shares; 2026Q1: 11,185 shares 11,185 $5.18M 0.3% -107 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,030 shares; 2026Q1: 131,497 shares 131,497 $5.13M 0.3% -533 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,868 shares; 2024Q4: 64,060 shares; 2025Q1: 63,808 shares; 2025Q2: 60,856 shares; 2025Q3: 60,234 shares; 2025Q4: 59,133 shares; 2026Q1: 57,044 shares 57,044 $5.11M 0.29% -2,089 Timeline RWK 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: 18,704 shares; 2024Q4: 19,232 shares; 2025Q1: 20,600 shares; 2025Q2: 38,949 shares; 2025Q3: 39,595 shares; 2025Q4: 41,409 shares; 2026Q1: 39,790 shares 39,790 $5.1M 0.29% -1,619 Timeline TAN 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: 9,840 shares; 2024Q4: 8,117 shares; 2025Q1: 10,865 shares; 2025Q2: 13,034 shares; 2025Q3: 16,828 shares; 2025Q4: 54,899 shares; 2026Q1: 90,588 shares 90,588 $5.05M 0.29% +35,689 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,890 shares; 2024Q4: 41,970 shares; 2025Q1: 41,232 shares; 2025Q2: 81,303 shares; 2025Q3: 291,477 shares; 2025Q4: 229,166 shares; 2026Q1: 165,032 shares 165,032 $4.9M 0.28% -64,134 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: 24,588 shares; 2024Q4: 27,566 shares; 2025Q1: 9,127 shares; 2025Q2: 30,091 shares; 2025Q3: 31,248 shares; 2025Q4: 32,890 shares; 2026Q1: 33,207 shares 33,207 $4.84M 0.28% +317 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,925 shares; 2026Q1: 106,895 shares 106,895 $4.79M 0.28% +59,970 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: 19,620 shares; 2024Q4: 18,942 shares; 2025Q1: 15,340 shares; 2025Q2: 17,458 shares; 2025Q3: 17,584 shares; 2025Q4: 17,807 shares; 2026Q1: 18,604 shares 18,604 $4.79M 0.28% +797 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,089 shares; 2026Q1: 92,652 shares 92,652 $4.76M 0.27% +17,563 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: 117,400 shares; 2024Q4: 101,975 shares; 2025Q1: not reported; 2025Q2: 102,504 shares; 2025Q3: 41,408 shares; 2025Q4: 74,837 shares; 2026Q1: 80,621 shares 80,621 $4.74M 0.27% +5,784 Timeline ILF 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: 128,100 shares; 2026Q1: 133,200 shares 133,200 $4.73M 0.27% +5,100 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: 100,053 shares; 2024Q4: 105,408 shares; 2025Q1: 42,997 shares; 2025Q2: 106,532 shares; 2025Q3: 105,424 shares; 2025Q4: 109,308 shares; 2026Q1: 102,949 shares 102,949 $4.7M 0.27% -6,359 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,442 shares; 2024Q4: 46,164 shares; 2025Q1: 45,227 shares; 2025Q2: 45,245 shares; 2025Q3: 45,227 shares; 2025Q4: 37,878 shares; 2026Q1: 40,359 shares 40,359 $4.66M 0.27% +2,481 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: 8,699 shares; 2024Q4: 8,687 shares; 2025Q1: 8,657 shares; 2025Q2: 8,661 shares; 2025Q3: 8,636 shares; 2025Q4: 8,592 shares; 2026Q1: 10,065 shares 10,065 $4.64M 0.27% +1,473 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: 20,280 shares; 2024Q4: 20,746 shares; 2025Q1: 20,378 shares; 2025Q2: 21,500 shares; 2025Q3: 20,859 shares; 2025Q4: 20,779 shares; 2026Q1: 20,962 shares 20,962 $4.56M 0.26% +183 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,242 shares; 2024Q4: 60,769 shares; 2025Q1: not reported; 2025Q2: 60,519 shares; 2025Q3: 55,883 shares; 2025Q4: 40,511 shares; 2026Q1: 38,500 shares 38,500 $4.35M 0.25% -2,011 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: 8,241 shares; 2024Q4: 8,839 shares; 2025Q1: not reported; 2025Q2: 13,336 shares; 2025Q3: 14,226 shares; 2025Q4: 16,227 shares; 2026Q1: 16,822 shares 16,822 $4.19M 0.24% +595 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: 21,792 shares; 2024Q4: 21,940 shares; 2025Q1: 19,661 shares; 2025Q2: 21,793 shares; 2025Q3: 21,124 shares; 2025Q4: 21,459 shares; 2026Q1: 20,197 shares 20,197 $4.18M 0.24% -1,262 Timeline IMCG 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: 51,702 shares; 2024Q4: 51,944 shares; 2025Q1: 52,014 shares; 2025Q2: 51,918 shares; 2025Q3: 51,933 shares; 2025Q4: 51,942 shares; 2026Q1: 51,953 shares 51,953 $4.09M 0.24% +11 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: 47,830 shares; 2024Q4: 45,999 shares; 2025Q1: 44,339 shares; 2025Q2: 52,271 shares; 2025Q3: 53,838 shares; 2025Q4: 56,550 shares; 2026Q1: 67,258 shares 67,258 $3.94M 0.23% +10,708 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: 16,055 shares; 2024Q4: 16,809 shares; 2025Q1: 16,172 shares; 2025Q2: 15,696 shares; 2025Q3: 14,527 shares; 2025Q4: 13,289 shares; 2026Q1: 11,591 shares 11,591 $3.92M 0.23% -1,698 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,749 shares; 2024Q4: 82,799 shares; 2025Q1: 83,128 shares; 2025Q2: 83,803 shares; 2025Q3: 80,880 shares; 2025Q4: 80,004 shares; 2026Q1: 78,599 shares 78,599 $3.92M 0.23% -1,405 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: 4,802 shares; 2024Q4: 4,804 shares; 2025Q1: 4,792 shares; 2025Q2: 4,656 shares; 2025Q3: 4,909 shares; 2025Q4: 4,952 shares; 2026Q1: 5,493 shares 5,493 $3.89M 0.22% +541 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: 34,423 shares; 2024Q4: 28,895 shares; 2025Q1: 25,283 shares; 2025Q2: 28,888 shares; 2025Q3: 27,642 shares; 2025Q4: 26,189 shares; 2026Q1: 26,143 shares 26,143 $3.82M 0.22% -46 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,732 shares; 2025Q3: 18,013 shares; 2025Q4: 18,410 shares; 2026Q1: 99,360 shares 99,360 $3.81M 0.22% +80,950 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: 36,144 shares; 2024Q4: 32,241 shares; 2025Q1: 5,073 shares; 2025Q2: 25,145 shares; 2025Q3: 22,465 shares; 2025Q4: 20,029 shares; 2026Q1: 19,668 shares 19,668 $3.77M 0.22% -361 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: 52,918 shares; 2024Q4: 68,104 shares; 2025Q1: 74,513 shares; 2025Q2: 85,612 shares; 2025Q3: 87,630 shares; 2025Q4: 73,073 shares; 2026Q1: 53,629 shares 53,629 $3.74M 0.22% -19,444 Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS 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: 153,385 shares; 2026Q1: 232,255 shares 232,255 $3.72M 0.21% +78,870 Timeline SPTS 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: 20,638 shares; 2024Q4: 102,355 shares; 2025Q1: 116,290 shares; 2025Q2: 113,252 shares; 2025Q3: 115,943 shares; 2025Q4: 118,722 shares; 2026Q1: 123,819 shares 123,819 $3.61M 0.21% +5,097 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: 37,893 shares; 2024Q4: 37,128 shares; 2025Q1: 27,324 shares; 2025Q2: 40,242 shares; 2025Q3: 41,632 shares; 2025Q4: 37,116 shares; 2026Q1: 36,278 shares 36,278 $3.52M 0.2% -838 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 32,544 shares; 2026Q1: 33,469 shares 33,469 $3.51M 0.2% +925 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: 55,761 shares; 2024Q4: 60,444 shares; 2025Q1: 36,104 shares; 2025Q2: 79,259 shares; 2025Q3: 81,361 shares; 2025Q4: 80,926 shares; 2026Q1: 97,460 shares 97,460 $3.46M 0.2% +16,534 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,905 shares; 2024Q4: 66,719 shares; 2025Q1: 79,459 shares; 2025Q2: 120,046 shares; 2025Q3: 120,135 shares; 2025Q4: 63,677 shares; 2026Q1: 66,514 shares 66,514 $3.37M 0.19% +2,837 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: 14,279 shares; 2024Q4: 24,626 shares; 2025Q1: 27,471 shares; 2025Q2: 29,741 shares; 2025Q3: 30,232 shares; 2025Q4: 29,977 shares; 2026Q1: 30,335 shares 30,335 $3.35M 0.19% +358 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,295 shares; 2024Q4: 64,169 shares; 2025Q1: 28,182 shares; 2025Q2: 35,911 shares; 2025Q3: 36,606 shares; 2025Q4: 36,377 shares; 2026Q1: 35,490 shares 35,490 $3.33M 0.19% -887 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: 72,428 shares; 2024Q4: 71,871 shares; 2025Q1: 71,598 shares; 2025Q2: 71,227 shares; 2025Q3: 68,703 shares; 2025Q4: 66,812 shares; 2026Q1: 66,408 shares 66,408 $3.24M 0.19% -404 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,105 shares; 2025Q1: 2,098 shares; 2025Q2: 2,208 shares; 2025Q3: 2,413 shares; 2025Q4: 2,417 shares; 2026Q1: 2,442 shares 2,442 $3.22M 0.19% +25 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: 78,950 shares; 2024Q4: 164,035 shares; 2025Q1: 42,026 shares; 2025Q2: 172,880 shares; 2025Q3: 166,631 shares; 2025Q4: 169,211 shares; 2026Q1: 128,817 shares 128,817 $3.19M 0.18% -40,394 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: 5,280 shares; 2024Q4: 5,314 shares; 2025Q1: 6,293 shares; 2025Q2: 15,007 shares; 2025Q3: 6,257 shares; 2025Q4: 6,558 shares; 2026Q1: 8,718 shares 8,718 $3.12M 0.18% +2,160 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: 109,161 shares; 2024Q4: 127,703 shares; 2025Q1: 117,134 shares; 2025Q2: 113,962 shares; 2025Q3: 117,115 shares; 2025Q4: 105,351 shares; 2026Q1: 107,210 shares 107,210 $3.11M 0.18% +1,859 Timeline SPGP 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: 21,737 shares; 2024Q4: 22,983 shares; 2025Q1: 25,077 shares; 2025Q2: 25,858 shares; 2025Q3: 25,837 shares; 2025Q4: 28,602 shares; 2026Q1: 28,638 shares 28,638 $3.08M 0.18% +36 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,832 shares; 2024Q4: 43,761 shares; 2025Q1: 42,858 shares; 2025Q2: 44,256 shares; 2025Q3: 43,859 shares; 2025Q4: 46,794 shares; 2026Q1: 50,494 shares 50,494 $2.98M 0.17% +3,700 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: 13,169 shares; 2024Q4: 10,746 shares; 2025Q1: 10,647 shares; 2025Q2: 10,294 shares; 2025Q3: 10,144 shares; 2025Q4: 10,100 shares; 2026Q1: 15,675 shares 15,675 $2.97M 0.17% +5,575 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: 18,733 shares; 2024Q4: 15,181 shares; 2025Q1: 15,300 shares; 2025Q2: 17,571 shares; 2025Q3: 16,745 shares; 2025Q4: 13,559 shares; 2026Q1: 13,916 shares 13,916 $2.94M 0.17% +357 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: 16,307 shares; 2024Q4: 25,723 shares; 2025Q1: not reported; 2025Q2: 13,322 shares; 2025Q3: 18,745 shares; 2025Q4: 46,680 shares; 2026Q1: 47,440 shares 47,440 $2.91M 0.17% +760 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: 24,509 shares; 2024Q4: 24,101 shares; 2025Q1: 3,635 shares; 2025Q2: 24,862 shares; 2025Q3: 23,402 shares; 2025Q4: 22,700 shares; 2026Q1: 22,523 shares 22,523 $2.9M 0.17% -177 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 72,996 shares; 2025Q1: 76,269 shares; 2025Q2: 116,385 shares; 2025Q3: 115,004 shares; 2025Q4: 101,348 shares; 2026Q1: 99,183 shares 99,183 $2.89M 0.17% -2,165 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: 9,676 shares; 2024Q4: 9,643 shares; 2025Q1: 7,740 shares; 2025Q2: 9,373 shares; 2025Q3: 9,386 shares; 2025Q4: 10,065 shares; 2026Q1: 11,882 shares 11,882 $2.88M 0.17% +1,817 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: 1,482 shares; 2024Q4: 1,404 shares; 2025Q1: 1,407 shares; 2025Q2: 1,343 shares; 2025Q3: 1,312 shares; 2025Q4: 1,284 shares; 2026Q1: 8,976 shares 8,976 $2.86M 0.16% +7,692 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: 24,038 shares; 2024Q4: 28,152 shares; 2025Q1: 29,965 shares; 2025Q2: 39,186 shares; 2025Q3: 38,132 shares; 2025Q4: 38,017 shares; 2026Q1: 34,334 shares 34,334 $2.83M 0.16% -3,683 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 6,178 shares; 2025Q1: 4,742 shares; 2025Q2: 5,087 shares; 2025Q3: 5,077 shares; 2025Q4: 5,038 shares; 2026Q1: 6,332 shares 6,332 $2.83M 0.16% +1,294 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,770 shares; 2025Q4: 42,937 shares; 2026Q1: 39,882 shares 39,882 $2.83M 0.16% -3,055 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,880 shares; 2025Q1: 1,780 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,626 shares 1,626 $2.81M 0.16% +26 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 8,048 shares; 2025Q1: 7,638 shares; 2025Q2: 21,650 shares; 2025Q3: 21,572 shares; 2025Q4: 23,749 shares; 2026Q1: 30,175 shares 30,175 $2.77M 0.16% +6,426 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,997 shares; 2025Q1: 6,348 shares; 2025Q2: 6,036 shares; 2025Q3: 5,665 shares; 2025Q4: 25,910 shares; 2026Q1: 28,502 shares 28,502 $2.74M 0.16% +2,592 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: 39,806 shares; 2024Q4: 36,159 shares; 2025Q1: 14,266 shares; 2025Q2: 16,362 shares; 2025Q3: 16,407 shares; 2025Q4: 13,501 shares; 2026Q1: 13,115 shares 13,115 $2.67M 0.15% -386 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,704 shares; 2024Q4: 86,416 shares; 2025Q1: 101,703 shares; 2025Q2: 65,267 shares; 2025Q3: 61,613 shares; 2025Q4: 53,001 shares; 2026Q1: 52,748 shares 52,748 $2.66M 0.15% -253 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 11,353 shares; 2025Q1: 10,587 shares; 2025Q2: 12,468 shares; 2025Q3: 13,146 shares; 2025Q4: 32,005 shares; 2026Q1: 32,909 shares 32,909 $2.64M 0.15% +904 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 14,947 shares; 2025Q1: 14,957 shares; 2025Q2: 15,018 shares; 2025Q3: 15,031 shares; 2025Q4: 15,114 shares; 2026Q1: 15,413 shares 15,413 $2.61M 0.15% +299 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: 46,573 shares; 2024Q4: 48,428 shares; 2025Q1: 34,910 shares; 2025Q2: 62,977 shares; 2025Q3: 66,844 shares; 2025Q4: 67,484 shares; 2026Q1: 70,841 shares 70,841 $2.6M 0.15% +3,357 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: 10,762 shares; 2024Q4: 11,178 shares; 2025Q1: 9,420 shares; 2025Q2: 10,293 shares; 2025Q3: 9,850 shares; 2025Q4: 9,106 shares; 2026Q1: 8,586 shares 8,586 $2.6M 0.15% -520 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: 2,895 shares; 2024Q4: 2,514 shares; 2025Q1: 2,391 shares; 2025Q2: 2,591 shares; 2025Q3: 3,835 shares; 2025Q4: 2,416 shares; 2026Q1: 7,892 shares 7,892 $2.59M 0.15% +5,476 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 75,913 shares; 2025Q4: 105,709 shares; 2026Q1: 78,501 shares 78,501 $2.59M 0.15% -27,208 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: 17,767 shares; 2024Q4: 17,123 shares; 2025Q1: 6,768 shares; 2025Q2: 9,746 shares; 2025Q3: 9,580 shares; 2025Q4: 9,722 shares; 2026Q1: 10,307 shares 10,307 $2.56M 0.15% +585 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,472 shares; 2024Q4: 39,969 shares; 2025Q1: 38,499 shares; 2025Q2: 49,362 shares; 2025Q3: 67,607 shares; 2025Q4: 52,154 shares; 2026Q1: 55,889 shares 55,889 $2.55M 0.15% +3,735 Timeline VWOB 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: 22,829 shares; 2024Q4: 25,545 shares; 2025Q1: 18,692 shares; 2025Q2: 31,690 shares; 2025Q3: 33,471 shares; 2025Q4: 36,533 shares; 2026Q1: 38,731 shares 38,731 $2.54M 0.15% +2,198 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: 22,136 shares; 2024Q4: 21,814 shares; 2025Q1: 17,872 shares; 2025Q2: 21,516 shares; 2025Q3: 21,520 shares; 2025Q4: 21,483 shares; 2026Q1: 21,393 shares 21,393 $2.53M 0.15% -90 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: 22,708 shares; 2024Q4: 21,657 shares; 2025Q1: 22,482 shares; 2025Q2: 21,911 shares; 2025Q3: 21,088 shares; 2025Q4: 20,540 shares; 2026Q1: 20,295 shares 20,295 $2.52M 0.15% -245 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,643 shares; 2025Q1: 1,297 shares; 2025Q2: 1,598 shares; 2025Q3: 1,780 shares; 2025Q4: 1,536 shares; 2026Q1: 4,980 shares 4,980 $2.49M 0.14% +3,444 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: 14,762 shares; 2024Q4: 15,944 shares; 2025Q1: 16,831 shares; 2025Q2: 19,604 shares; 2025Q3: 25,357 shares; 2025Q4: 25,102 shares; 2026Q1: 30,796 shares 30,796 $2.48M 0.14% +5,694 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,110 shares; 2024Q4: 11,110 shares; 2025Q1: 11,112 shares; 2025Q2: 11,195 shares; 2025Q3: 11,706 shares; 2025Q4: 11,126 shares; 2026Q1: 14,084 shares 14,084 $2.47M 0.14% +2,958 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: 13,480 shares; 2024Q4: 13,098 shares; 2025Q1: 3,371 shares; 2025Q2: 13,212 shares; 2025Q3: 12,920 shares; 2025Q4: 12,842 shares; 2026Q1: 12,674 shares 12,674 $2.44M 0.14% -168 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: 26,641 shares; 2024Q4: 27,228 shares; 2025Q1: 25,338 shares; 2025Q2: 26,632 shares; 2025Q3: 27,141 shares; 2025Q4: 27,648 shares; 2026Q1: 28,317 shares 28,317 $2.4M 0.14% +669 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 20,172 shares 20,172 $2.36M 0.14% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,263 shares; 2024Q4: 13,029 shares; 2025Q1: 11,543 shares; 2025Q2: 10,728 shares; 2025Q3: 10,398 shares; 2025Q4: 10,406 shares; 2026Q1: 9,750 shares 9,750 $2.32M 0.13% -656 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: 8,662 shares; 2024Q4: 15,768 shares; 2025Q1: 15,325 shares; 2025Q2: 15,163 shares; 2025Q3: 15,326 shares; 2025Q4: 14,684 shares; 2026Q1: 20,739 shares 20,739 $2.31M 0.13% +6,055 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 10,431 shares; 2025Q1: 10,555 shares; 2025Q2: 22,454 shares; 2025Q3: 11,347 shares; 2025Q4: 27,381 shares; 2026Q1: 28,043 shares 28,043 $2.3M 0.13% +662 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: 53,811 shares; 2024Q4: 55,555 shares; 2025Q1: 33,249 shares; 2025Q2: 65,967 shares; 2025Q3: 63,433 shares; 2025Q4: 65,868 shares; 2026Q1: 71,163 shares 71,163 $2.29M 0.13% +5,295 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,837 shares; 2024Q4: 17,152 shares; 2025Q1: 20,350 shares; 2025Q2: 20,963 shares; 2025Q3: 22,556 shares; 2025Q4: 26,908 shares; 2026Q1: 57,045 shares 57,045 $2.29M 0.13% +30,137 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: 14,544 shares; 2024Q4: 13,863 shares; 2025Q1: 8,718 shares; 2025Q2: 18,934 shares; 2025Q3: 19,301 shares; 2025Q4: 16,726 shares; 2026Q1: 15,139 shares 15,139 $2.23M 0.13% -1,587 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 3,017 shares; 2025Q1: 1,021 shares; 2025Q2: 1,384 shares; 2025Q3: 994 shares; 2025Q4: 823 shares; 2026Q1: 6,154 shares 6,154 $2.21M 0.13% +5,331 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: 35,141 shares; 2024Q4: 35,241 shares; 2025Q1: 33,505 shares; 2025Q2: 44,541 shares; 2025Q3: 45,535 shares; 2025Q4: 42,083 shares; 2026Q1: 43,784 shares 43,784 $2.2M 0.13% +1,701 Timeline DFGP 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: 6,022 shares; 2024Q4: 6,953 shares; 2025Q1: 15,455 shares; 2025Q2: 28,172 shares; 2025Q3: 31,634 shares; 2025Q4: 32,792 shares; 2026Q1: 40,634 shares 40,634 $2.19M 0.13% +7,842 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: 30,192 shares; 2024Q4: 34,502 shares; 2025Q1: 39,665 shares; 2025Q2: 40,917 shares; 2025Q3: 43,229 shares; 2025Q4: 50,056 shares; 2026Q1: 52,471 shares 52,471 $2.19M 0.13% +2,415 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: 18,187 shares; 2024Q4: 23,306 shares; 2025Q1: 1,570 shares; 2025Q2: 22,687 shares; 2025Q3: 22,152 shares; 2025Q4: 11,187 shares; 2026Q1: 11,144 shares 11,144 $2.14M 0.12% -43 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: 19,720 shares; 2024Q4: 20,616 shares; 2025Q1: 6,494 shares; 2025Q2: 20,674 shares; 2025Q3: 17,194 shares; 2025Q4: 15,192 shares; 2026Q1: 11,769 shares 11,769 $2.14M 0.12% -3,423 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly 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: 78,075 shares 78,075 $2.13M 0.12% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,509 shares 8,509 $2.13M 0.12% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,592 shares; 2024Q4: 21,598 shares; 2025Q1: 12,342 shares; 2025Q2: 19,194 shares; 2025Q3: 18,864 shares; 2025Q4: 16,547 shares; 2026Q1: 16,540 shares 16,540 $2.12M 0.12% -7 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: 27,582 shares; 2024Q4: 27,291 shares; 2025Q1: 24,136 shares; 2025Q2: 26,527 shares; 2025Q3: 26,582 shares; 2025Q4: 28,344 shares; 2026Q1: 27,234 shares 27,234 $2.07M 0.12% -1,110 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,620 shares; 2024Q4: 65,302 shares; 2025Q1: 67,617 shares; 2025Q2: 64,360 shares; 2025Q3: 66,651 shares; 2025Q4: 70,140 shares; 2026Q1: 76,616 shares 76,616 $2.06M 0.12% +6,476 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,469 shares; 2024Q4: 421,000 shares; 2025Q1: 591,000 shares; 2025Q2: 572,000 shares; 2025Q3: 440,500 shares; 2025Q4: 440,500 shares; 2026Q1: 440,500 shares 440,500 $2.06M 0.12% 0 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: 4,466 shares; 2024Q4: 6,286 shares; 2025Q1: 6,698 shares; 2025Q2: 7,047 shares; 2025Q3: 5,976 shares; 2025Q4: 8,934 shares; 2026Q1: 8,962 shares 8,962 $2.06M 0.12% +28 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,640 shares; 2024Q4: 114,282 shares; 2025Q1: 112,759 shares; 2025Q2: 105,398 shares; 2025Q3: 104,460 shares; 2025Q4: 43,736 shares; 2026Q1: 41,346 shares 41,346 $2.04M 0.12% -2,390 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: 3,563 shares; 2024Q4: 3,555 shares; 2025Q1: 2,845 shares; 2025Q2: 3,404 shares; 2025Q3: 3,228 shares; 2025Q4: 2,892 shares; 2026Q1: 2,908 shares 2,908 $2.03M 0.12% +16 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 30,703 shares; 2025Q1: 31,545 shares; 2025Q2: 30,566 shares; 2025Q3: 25,373 shares; 2025Q4: 25,742 shares; 2026Q1: 21,524 shares 21,524 $2M 0.11% -4,218 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: 6,132 shares; 2024Q4: 9,158 shares; 2025Q1: 9,945 shares; 2025Q2: 10,736 shares; 2025Q3: 6,859 shares; 2025Q4: 6,155 shares; 2026Q1: 5,743 shares 5,743 $1.96M 0.11% -412 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 21,146 shares; 2025Q3: 19,861 shares; 2025Q4: 20,224 shares; 2026Q1: 20,824 shares 20,824 $1.96M 0.11% +600 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: 7,423 shares; 2024Q4: 7,232 shares; 2025Q1: 6,489 shares; 2025Q2: 6,694 shares; 2025Q3: 6,245 shares; 2025Q4: 6,113 shares; 2026Q1: 5,944 shares 5,944 $1.95M 0.11% -169 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,664 shares; 2024Q4: 18,274 shares; 2025Q1: 12,190 shares; 2025Q2: 22,456 shares; 2025Q3: 21,480 shares; 2025Q4: 14,103 shares; 2026Q1: 18,125 shares 18,125 $1.92M 0.11% +4,022 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 8,769 shares; 2025Q1: 9,071 shares; 2025Q2: 9,588 shares; 2025Q3: 9,800 shares; 2025Q4: 9,938 shares; 2026Q1: 19,110 shares 19,110 $1.92M 0.11% +9,172 Timeline PHYS 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: 61,807 shares; 2024Q4: 62,364 shares; 2025Q1: 61,395 shares; 2025Q2: 70,827 shares; 2025Q3: 70,067 shares; 2025Q4: 70,211 shares; 2026Q1: 54,009 shares 54,009 $1.91M 0.11% -16,202 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,565 shares; 2024Q4: 16,764 shares; 2025Q1: 10,567 shares; 2025Q2: 13,602 shares; 2025Q3: 13,425 shares; 2025Q4: 12,839 shares; 2026Q1: 12,602 shares 12,602 $1.91M 0.11% -237 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: 8,153 shares; 2024Q4: 9,011 shares; 2025Q1: 9,097 shares; 2025Q2: 9,723 shares; 2025Q3: 10,220 shares; 2025Q4: 10,039 shares; 2026Q1: 10,039 shares 10,039 $1.9M 0.11% 0 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: 26,410 shares; 2024Q4: 28,851 shares; 2025Q1: 14,160 shares; 2025Q2: 45,749 shares; 2025Q3: 47,528 shares; 2025Q4: 47,634 shares; 2026Q1: 55,026 shares 55,026 $1.9M 0.11% +7,392 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 23,920 shares; 2025Q1: 23,602 shares; 2025Q2: 23,179 shares; 2025Q3: 24,691 shares; 2025Q4: 15,559 shares; 2026Q1: 18,047 shares 18,047 $1.85M 0.11% +2,488 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,036 shares; 2024Q4: 53,868 shares; 2025Q1: 54,269 shares; 2025Q2: 54,004 shares; 2025Q3: 52,523 shares; 2025Q4: 49,305 shares; 2026Q1: 48,473 shares 48,473 $1.84M 0.11% -832 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,124 shares; 2024Q4: 16,681 shares; 2025Q1: 9,951 shares; 2025Q2: 17,207 shares; 2025Q3: 16,998 shares; 2025Q4: 17,089 shares; 2026Q1: 16,891 shares 16,891 $1.84M 0.11% -198 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 16,489 shares; 2025Q1: 15,164 shares; 2025Q2: 15,105 shares; 2025Q3: 14,174 shares; 2025Q4: 13,239 shares; 2026Q1: 12,940 shares 12,940 $1.8M 0.1% -299 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 25,791 shares; 2026Q1: 23,460 shares 23,460 $1.79M 0.1% -2,331 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,398 shares; 2024Q4: 73,795 shares; 2025Q1: 100,298 shares; 2025Q2: 97,909 shares; 2025Q3: 102,632 shares; 2025Q4: 55,692 shares; 2026Q1: 76,309 shares 76,309 $1.77M 0.1% +20,617 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 2,863 shares; 2025Q4: 3,792 shares; 2026Q1: 10,278 shares 10,278 $1.76M 0.1% +6,486 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 7,809 shares; 2025Q1: not reported; 2025Q2: 9,960 shares; 2025Q3: 9,714 shares; 2025Q4: 9,550 shares; 2026Q1: 8,405 shares 8,405 $1.75M 0.1% -1,145 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: 6,845 shares; 2024Q4: 6,340 shares; 2025Q1: 6,329 shares; 2025Q2: 7,128 shares; 2025Q3: 6,992 shares; 2025Q4: 6,795 shares; 2026Q1: 8,500 shares 8,500 $1.73M 0.1% +1,705 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 21,254 shares; 2025Q1: not reported; 2025Q2: 10,806 shares; 2025Q3: 14,516 shares; 2025Q4: 16,161 shares; 2026Q1: 15,846 shares 15,846 $1.73M 0.1% -315 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: 7,962 shares; 2024Q4: 8,001 shares; 2025Q1: 7,983 shares; 2025Q2: 8,658 shares; 2025Q3: 7,710 shares; 2025Q4: 7,447 shares; 2026Q1: 7,111 shares 7,111 $1.73M 0.1% -336 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: 11,578 shares; 2024Q4: 15,880 shares; 2025Q1: 14,896 shares; 2025Q2: 9,189 shares; 2025Q3: 8,865 shares; 2025Q4: 6,847 shares; 2026Q1: 6,061 shares 6,061 $1.72M 0.1% -786 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,306 shares; 2025Q1: 4,303 shares; 2025Q2: 4,317 shares; 2025Q3: 4,412 shares; 2025Q4: 4,494 shares; 2026Q1: 4,379 shares 4,379 $1.72M 0.1% -115 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: 21,608 shares; 2024Q4: 23,357 shares; 2025Q1: 24,838 shares; 2025Q2: 23,809 shares; 2025Q3: 23,840 shares; 2025Q4: 9,590 shares; 2026Q1: 10,605 shares 10,605 $1.72M 0.1% +1,015 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: 66,567 shares; 2024Q4: 82,576 shares; 2025Q1: 61,979 shares; 2025Q2: 55,040 shares; 2025Q3: 51,564 shares; 2025Q4: 48,179 shares; 2026Q1: 43,465 shares 43,465 $1.71M 0.1% -4,714 Timeline HYG 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: 21,467 shares; 2024Q4: 21,129 shares; 2025Q1: 15,234 shares; 2025Q2: 22,071 shares; 2025Q3: 22,132 shares; 2025Q4: 21,821 shares; 2026Q1: 20,850 shares 20,850 $1.66M 0.1% -971 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,096 shares; 2025Q1: 22,741 shares; 2025Q2: 13,256 shares; 2025Q3: 28,066 shares; 2025Q4: 52,233 shares; 2026Q1: 71,879 shares 71,879 $1.65M 0.09% +19,646 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 7,320 shares; 2025Q1: 8,814 shares; 2025Q2: 8,372 shares; 2025Q3: 8,759 shares; 2025Q4: 5,375 shares; 2026Q1: 5,139 shares 5,139 $1.63M 0.09% -236 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,637 shares; 2024Q4: 30,986 shares; 2025Q1: not reported; 2025Q2: 27,664 shares; 2025Q3: 27,658 shares; 2025Q4: 27,764 shares; 2026Q1: 27,755 shares 27,755 $1.62M 0.09% -9 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: 12,655 shares; 2024Q4: 12,772 shares; 2025Q1: 8,286 shares; 2025Q2: 8,374 shares; 2025Q3: 7,697 shares; 2025Q4: 7,697 shares; 2026Q1: 16,228 shares 16,228 $1.62M 0.09% +8,531 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 7,497 shares; 2025Q1: 7,302 shares; 2025Q2: 10,658 shares; 2025Q3: 12,024 shares; 2025Q4: 13,081 shares; 2026Q1: 23,663 shares 23,663 $1.62M 0.09% +10,582 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 27,379 shares; 2025Q1: 24,976 shares; 2025Q2: 26,773 shares; 2025Q3: 24,715 shares; 2025Q4: 25,953 shares; 2026Q1: 23,847 shares 23,847 $1.61M 0.09% -2,106 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 4,667 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 4,396 shares; 2025Q4: 3,508 shares; 2026Q1: 3,239 shares 3,239 $1.59M 0.09% -269 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: 9,383 shares; 2024Q4: 8,679 shares; 2025Q1: 3,788 shares; 2025Q2: 10,631 shares; 2025Q3: 10,453 shares; 2025Q4: 10,345 shares; 2026Q1: 10,221 shares 10,221 $1.59M 0.09% -124 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,832 shares; 2025Q1: 5,017 shares; 2025Q2: 7,260 shares; 2025Q3: 6,832 shares; 2025Q4: 6,105 shares; 2026Q1: 1,862 shares 1,862 $1.58M 0.09% -4,243 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: 5,117 shares; 2024Q4: 5,187 shares; 2025Q1: 696 shares; 2025Q2: 5,176 shares; 2025Q3: 5,009 shares; 2025Q4: 5,038 shares; 2026Q1: 5,021 shares 5,021 $1.56M 0.09% -17 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: 12,503 shares; 2024Q4: 12,388 shares; 2025Q1: not reported; 2025Q2: 13,819 shares; 2025Q3: 14,509 shares; 2025Q4: 15,262 shares; 2026Q1: 15,986 shares 15,986 $1.53M 0.09% +724 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: 3,797 shares; 2024Q4: 3,861 shares; 2025Q1: 3,859 shares; 2025Q2: 9,113 shares; 2025Q3: 9,368 shares; 2025Q4: 8,355 shares; 2026Q1: 8,296 shares 8,296 $1.53M 0.09% -59 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,379 shares; 2024Q4: 19,220 shares; 2025Q1: 20,190 shares; 2025Q2: 24,295 shares; 2025Q3: 24,220 shares; 2025Q4: 25,420 shares; 2026Q1: 25,448 shares 25,448 $1.52M 0.09% +28 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: 54,336 shares; 2024Q4: 50,415 shares; 2025Q1: 47,907 shares; 2025Q2: 47,790 shares; 2025Q3: 43,630 shares; 2025Q4: 43,356 shares; 2026Q1: 53,887 shares 53,887 $1.51M 0.09% +10,531 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: 18,570 shares; 2024Q4: 19,176 shares; 2025Q1: 19,875 shares; 2025Q2: 21,267 shares; 2025Q3: 19,038 shares; 2025Q4: 18,512 shares; 2026Q1: 19,395 shares 19,395 $1.5M 0.09% +883 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 14,589 shares 14,589 $1.5M 0.09% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,456 shares; 2024Q4: 19,031 shares; 2025Q1: 19,136 shares; 2025Q2: 19,478 shares; 2025Q3: 20,635 shares; 2025Q4: 22,804 shares; 2026Q1: 40,031 shares 40,031 $1.49M 0.09% +17,227 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: 1,758 shares; 2024Q4: 1,669 shares; 2025Q1: 1,539 shares; 2025Q2: 1,555 shares; 2025Q3: 1,593 shares; 2025Q4: 1,722 shares; 2026Q1: 1,917 shares 1,917 $1.48M 0.09% +195 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,790 shares; 2024Q4: 10,967 shares; 2025Q1: 10,302 shares; 2025Q2: 10,119 shares; 2025Q3: 9,828 shares; 2025Q4: 9,836 shares; 2026Q1: 11,275 shares 11,275 $1.48M 0.09% +1,439 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,529 shares; 2025Q1: 7,536 shares; 2025Q2: 7,270 shares; 2025Q3: 7,217 shares; 2025Q4: 7,114 shares; 2026Q1: 4,011 shares 4,011 $1.47M 0.08% -3,103 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 13,932 shares; 2025Q1: 19,461 shares; 2025Q2: 18,500 shares; 2025Q3: 20,889 shares; 2025Q4: 14,791 shares; 2026Q1: 15,883 shares 15,883 $1.47M 0.08% +1,092 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,136 shares 18,136 $1.46M 0.08% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,616 shares; 2024Q4: 22,631 shares; 2025Q1: 24,093 shares; 2025Q2: 13,944 shares; 2025Q3: 17,006 shares; 2025Q4: 9,877 shares; 2026Q1: 9,746 shares 9,746 $1.43M 0.08% -131 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,147 shares; 2024Q4: 37,820 shares; 2025Q1: not reported; 2025Q2: 34,872 shares; 2025Q3: 34,049 shares; 2025Q4: 12,939 shares; 2026Q1: 12,860 shares 12,860 $1.43M 0.08% -79 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,263 shares; 2024Q4: 30,263 shares; 2025Q1: not reported; 2025Q2: 30,862 shares; 2025Q3: 30,983 shares; 2025Q4: 33,453 shares; 2026Q1: 33,336 shares 33,336 $1.42M 0.08% -117 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,319 shares; 2024Q4: 88,489 shares; 2025Q1: 76,748 shares; 2025Q2: 71,810 shares; 2025Q3: 69,252 shares; 2025Q4: 69,702 shares; 2026Q1: 69,683 shares 69,683 $1.42M 0.08% -19 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,741 shares; 2024Q4: 2,111 shares; 2025Q1: 1,539 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,053 shares; 2026Q1: 6,729 shares 6,729 $1.41M 0.08% +4,676 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 9,892 shares; 2025Q3: 13,504 shares; 2025Q4: 15,899 shares; 2026Q1: 16,273 shares 16,273 $1.41M 0.08% +374 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: 6,948 shares; 2024Q4: 6,546 shares; 2025Q1: 2,582 shares; 2025Q2: 5,787 shares; 2025Q3: 5,647 shares; 2025Q4: 5,578 shares; 2026Q1: 5,967 shares 5,967 $1.41M 0.08% +389 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: 6,386 shares; 2024Q4: 12,542 shares; 2025Q1: 12,065 shares; 2025Q2: 11,687 shares; 2025Q3: 11,694 shares; 2025Q4: 11,821 shares; 2026Q1: 11,829 shares 11,829 $1.4M 0.08% +8 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: 30,955 shares; 2024Q4: 29,897 shares; 2025Q1: 29,427 shares; 2025Q2: 28,805 shares; 2025Q3: 33,170 shares; 2025Q4: 30,113 shares; 2026Q1: 31,219 shares 31,219 $1.38M 0.08% +1,106 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: 17,922 shares; 2024Q4: 18,473 shares; 2025Q1: 20,458 shares; 2025Q2: 12,620 shares; 2025Q3: 11,993 shares; 2025Q4: 14,588 shares; 2026Q1: 22,690 shares 22,690 $1.38M 0.08% +8,102 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: 1,596 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 1,636 shares; 2025Q4: 1,590 shares; 2026Q1: 1,527 shares 1,527 $1.37M 0.08% -63 Timeline DFSI 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: 35,117 shares; 2024Q4: 42,386 shares; 2025Q1: 37,807 shares; 2025Q2: 37,267 shares; 2025Q3: 35,436 shares; 2025Q4: 33,640 shares; 2026Q1: 32,158 shares 32,158 $1.36M 0.08% -1,482 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,269 shares; 2024Q4: 47,948 shares; 2025Q1: 50,008 shares; 2025Q2: 49,835 shares; 2025Q3: 62,499 shares; 2025Q4: 21,601 shares; 2026Q1: 23,375 shares 23,375 $1.36M 0.08% +1,774 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: 9,664 shares; 2024Q4: 9,665 shares; 2025Q1: 9,669 shares; 2025Q2: 9,675 shares; 2025Q3: 9,676 shares; 2025Q4: 9,678 shares; 2026Q1: 6,681 shares 6,681 $1.34M 0.08% -2,997 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,416 shares 16,416 $1.32M 0.08% new 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: 12,271 shares; 2024Q4: 12,925 shares; 2025Q1: 13,645 shares; 2025Q2: 16,064 shares; 2025Q3: 18,672 shares; 2025Q4: 16,123 shares; 2026Q1: 15,009 shares 15,009 $1.32M 0.08% -1,114 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 21,318 shares; 2025Q1: 21,539 shares; 2025Q2: 21,539 shares; 2025Q3: 22,106 shares; 2025Q4: 22,106 shares; 2026Q1: 22,173 shares 22,173 $1.31M 0.08% +67 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,852 shares; 2024Q4: 53,477 shares; 2025Q1: 53,474 shares; 2025Q2: 53,476 shares; 2025Q3: 53,478 shares; 2025Q4: 53,247 shares; 2026Q1: 50,362 shares 50,362 $1.31M 0.08% -2,885 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 10,843 shares 10,843 $1.31M 0.08% new 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: 13,442 shares; 2024Q4: 13,584 shares; 2025Q1: 12,213 shares; 2025Q2: 11,387 shares; 2025Q3: 10,634 shares; 2025Q4: 10,562 shares; 2026Q1: 10,847 shares 10,847 $1.3M 0.08% +285 Timeline HYD 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: 8,007 shares; 2024Q4: 20,729 shares; 2025Q1: 20,729 shares; 2025Q2: 25,438 shares; 2025Q3: 25,656 shares; 2025Q4: 28,019 shares; 2026Q1: 25,810 shares 25,810 $1.29M 0.07% -2,209 Timeline BLV 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: 13,993 shares; 2024Q4: 14,016 shares; 2025Q1: 11,549 shares; 2025Q2: 18,145 shares; 2025Q3: 18,463 shares; 2025Q4: 17,528 shares; 2026Q1: 18,795 shares 18,795 $1.29M 0.07% +1,267 Timeline TLT 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: 10,460 shares; 2024Q4: 11,712 shares; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 7,146 shares; 2025Q4: 8,260 shares; 2026Q1: 14,679 shares 14,679 $1.27M 0.07% +6,419 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: 15,172 shares 15,172 $1.27M 0.07% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 10,070 shares; 2025Q2: 24,758 shares; 2025Q3: 17,828 shares; 2025Q4: 17,833 shares; 2026Q1: 18,059 shares 18,059 $1.27M 0.07% +226 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 7,131 shares; 2025Q1: 7,082 shares; 2025Q2: 7,309 shares; 2025Q3: 7,368 shares; 2025Q4: 7,304 shares; 2026Q1: 7,040 shares 7,040 $1.27M 0.07% -264 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,736 shares; 2024Q4: 31,153 shares; 2025Q1: 32,468 shares; 2025Q2: 34,348 shares; 2025Q3: 34,238 shares; 2025Q4: 35,981 shares; 2026Q1: 37,649 shares 37,649 $1.26M 0.07% +1,668 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: 27,099 shares; 2024Q4: 23,614 shares; 2025Q1: 6,710 shares; 2025Q2: 21,852 shares; 2025Q3: 21,630 shares; 2025Q4: 19,447 shares; 2026Q1: 21,943 shares 21,943 $1.25M 0.07% +2,496 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: 12,288 shares; 2024Q4: 12,211 shares; 2025Q1: 3,066 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,657 shares; 2026Q1: 9,391 shares 9,391 $1.24M 0.07% -266 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,410 shares; 2025Q4: 6,940 shares; 2026Q1: 20,104 shares 20,104 $1.24M 0.07% +13,164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,089 shares 20,089 $1.24M 0.07% new 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: 8,425 shares; 2024Q4: 9,803 shares; 2025Q1: 10,151 shares; 2025Q2: 10,044 shares; 2025Q3: 7,421 shares; 2025Q4: 14,861 shares; 2026Q1: 14,978 shares 14,978 $1.23M 0.07% +117 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,522 shares; 2024Q4: 59,182 shares; 2025Q1: 52,574 shares; 2025Q2: 36,458 shares; 2025Q3: 31,199 shares; 2025Q4: 21,741 shares; 2026Q1: 26,696 shares 26,696 $1.23M 0.07% +4,955 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,313 shares 10,313 $1.23M 0.07% new 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: 10,687 shares; 2024Q4: 10,255 shares; 2025Q1: 9,944 shares; 2025Q2: 10,158 shares; 2025Q3: 9,542 shares; 2025Q4: 10,132 shares; 2026Q1: 11,748 shares 11,748 $1.22M 0.07% +1,616 Timeline SCHP 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: 13,432 shares; 2024Q4: 35,870 shares; 2025Q1: 35,823 shares; 2025Q2: 38,364 shares; 2025Q3: 39,382 shares; 2025Q4: 43,132 shares; 2026Q1: 45,278 shares 45,278 $1.2M 0.07% +2,146 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,746 shares; 2024Q4: 33,364 shares; 2025Q1: 33,663 shares; 2025Q2: 40,260 shares; 2025Q3: 37,618 shares; 2025Q4: 40,747 shares; 2026Q1: 41,287 shares 41,287 $1.2M 0.07% +540 Timeline SCHC 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: 14,196 shares; 2024Q4: 15,434 shares; 2025Q1: 8,543 shares; 2025Q2: 25,861 shares; 2025Q3: 25,820 shares; 2025Q4: 25,626 shares; 2026Q1: 25,660 shares 25,660 $1.2M 0.07% +34 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 23,931 shares; 2025Q1: 22,134 shares; 2025Q2: 22,848 shares; 2025Q3: 22,753 shares; 2025Q4: 22,676 shares; 2026Q1: 22,680 shares 22,680 $1.2M 0.07% +4 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,663 shares; 2024Q4: 100,706 shares; 2025Q1: 24,959 shares; 2025Q2: 111,783 shares; 2025Q3: 139,831 shares; 2025Q4: 71,224 shares; 2026Q1: 82,048 shares 82,048 $1.17M 0.07% +10,824 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: 8,236 shares; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 7,329 shares; 2025Q3: 7,443 shares; 2025Q4: 10,803 shares; 2026Q1: 10,775 shares 10,775 $1.17M 0.07% -28 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,588 shares; 2024Q4: 13,665 shares; 2025Q1: not reported; 2025Q2: 20,630 shares; 2025Q3: 15,941 shares; 2025Q4: 24,995 shares; 2026Q1: 25,157 shares 25,157 $1.15M 0.07% +162 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: 9,031 shares; 2024Q4: 9,035 shares; 2025Q1: 9,044 shares; 2025Q2: 9,141 shares; 2025Q3: 8,921 shares; 2025Q4: 8,796 shares; 2026Q1: 8,784 shares 8,784 $1.15M 0.07% -12 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,535 shares; 2024Q4: 19,247 shares; 2025Q1: 17,481 shares; 2025Q2: 18,451 shares; 2025Q3: 20,852 shares; 2025Q4: 21,937 shares; 2026Q1: 21,851 shares 21,851 $1.15M 0.07% -86 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 5,144 shares; 2025Q1: not reported; 2025Q2: 17,116 shares; 2025Q3: 18,996 shares; 2025Q4: 9,204 shares; 2026Q1: 6,421 shares 6,421 $1.12M 0.06% -2,783 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,149 shares; 2025Q1: 2,236 shares; 2025Q2: 2,237 shares; 2025Q3: 2,315 shares; 2025Q4: 2,147 shares; 2026Q1: 2,070 shares 2,070 $1.11M 0.06% -77 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: 9,517 shares; 2024Q4: 9,518 shares; 2025Q1: 8,126 shares; 2025Q2: 8,579 shares; 2025Q3: 11,521 shares; 2025Q4: 11,699 shares; 2026Q1: 10,831 shares 10,831 $1.11M 0.06% -868 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 17,482 shares; 2025Q1: 20,825 shares; 2025Q2: 18,438 shares; 2025Q3: 18,203 shares; 2025Q4: 22,874 shares; 2026Q1: 22,886 shares 22,886 $1.1M 0.06% +12 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: 23,226 shares; 2024Q4: 23,538 shares; 2025Q1: 8,187 shares; 2025Q2: 11,850 shares; 2025Q3: 12,276 shares; 2025Q4: 12,821 shares; 2026Q1: 13,299 shares 13,299 $1.1M 0.06% +478 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 45,720 shares; 2025Q1: 47,406 shares; 2025Q2: 49,542 shares; 2025Q3: 50,934 shares; 2025Q4: 55,275 shares; 2026Q1: 59,371 shares 59,371 $1.09M 0.06% +4,096 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,093 shares; 2024Q4: 18,007 shares; 2025Q1: 17,833 shares; 2025Q2: 17,541 shares; 2025Q3: 17,798 shares; 2025Q4: 17,708 shares; 2026Q1: 17,828 shares 17,828 $1.09M 0.06% +120 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,300 shares; 2024Q4: 129,455 shares; 2025Q1: not reported; 2025Q2: 54,153 shares; 2025Q3: 54,252 shares; 2025Q4: 60,482 shares; 2026Q1: 62,748 shares 62,748 $1.09M 0.06% +2,266 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 34,918 shares; 2025Q1: not reported; 2025Q2: 36,743 shares; 2025Q3: 36,734 shares; 2025Q4: 35,575 shares; 2026Q1: 35,496 shares 35,496 $1.08M 0.06% -79 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,458 shares; 2025Q1: 3,934 shares; 2025Q2: 4,313 shares; 2025Q3: 3,965 shares; 2025Q4: not reported; 2026Q1: 19,210 shares 19,210 $1.08M 0.06% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 6,568 shares; 2025Q1: 5,856 shares; 2025Q2: 18,005 shares; 2025Q3: 34,722 shares; 2025Q4: 18,204 shares; 2026Q1: 22,903 shares 22,903 $1.07M 0.06% +4,699 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: 4,198 shares; 2024Q4: 4,386 shares; 2025Q1: 4,366 shares; 2025Q2: 5,125 shares; 2025Q3: 6,539 shares; 2025Q4: 6,457 shares; 2026Q1: 3,958 shares 3,958 $1.07M 0.06% -2,499 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,256 shares; 2025Q3: 15,585 shares; 2025Q4: 16,751 shares; 2026Q1: 17,794 shares 17,794 $1.07M 0.06% +1,043 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: 4,611 shares; 2024Q4: 5,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,608 shares; 2025Q4: 14,590 shares; 2026Q1: 14,592 shares 14,592 $1.07M 0.06% +2 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,295 shares; 2025Q3: 27,046 shares; 2025Q4: 30,580 shares; 2026Q1: 31,567 shares 31,567 $1.07M 0.06% +987 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,431 shares; 2026Q1: 5,695 shares 5,695 $1.06M 0.06% +1,264 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 794 shares; 2025Q3: 793 shares; 2025Q4: 2,196 shares; 2026Q1: 2,979 shares 2,979 $1.06M 0.06% +783 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: 11,449 shares; 2024Q4: 11,448 shares; 2025Q1: 10,964 shares; 2025Q2: 11,575 shares; 2025Q3: 11,116 shares; 2025Q4: 11,024 shares; 2026Q1: 10,994 shares 10,994 $1.06M 0.06% -30 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,590 shares; 2024Q4: 27,590 shares; 2025Q1: 27,590 shares; 2025Q2: 30,605 shares; 2025Q3: 30,614 shares; 2025Q4: 30,605 shares; 2026Q1: 30,605 shares 30,605 $1.05M 0.06% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 20,576 shares; 2025Q1: 20,559 shares; 2025Q2: 20,446 shares; 2025Q3: 20,458 shares; 2025Q4: 20,413 shares; 2026Q1: 20,684 shares 20,684 $1.05M 0.06% +271 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: 28,738 shares; 2024Q4: 35,720 shares; 2025Q1: 31,347 shares; 2025Q2: 41,692 shares; 2025Q3: 37,616 shares; 2025Q4: 14,447 shares; 2026Q1: 14,071 shares 14,071 $1.05M 0.06% -376 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: 5,493 shares; 2024Q4: 6,122 shares; 2025Q1: 7,678 shares; 2025Q2: 8,461 shares; 2025Q3: 9,272 shares; 2025Q4: 9,089 shares; 2026Q1: 9,210 shares 9,210 $1.04M 0.06% +121 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 11,152 shares; 2025Q1: 11,152 shares; 2025Q2: 21,248 shares; 2025Q3: 25,195 shares; 2025Q4: 16,953 shares; 2026Q1: 20,870 shares 20,870 $1.04M 0.06% +3,917 Timeline SUB 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: 12,278 shares; 2024Q4: 14,557 shares; 2025Q1: 13,555 shares; 2025Q2: 12,511 shares; 2025Q3: 12,555 shares; 2025Q4: 8,957 shares; 2026Q1: 9,676 shares 9,676 $1.03M 0.06% +719 Timeline PBW 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: 12,728 shares; 2024Q4: 11,193 shares; 2025Q1: not reported; 2025Q2: 25,507 shares; 2025Q3: 30,976 shares; 2025Q4: 31,019 shares; 2026Q1: 32,495 shares 32,495 $1.03M 0.06% +1,476 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 25,396 shares; 2025Q1: 26,666 shares; 2025Q2: 29,338 shares; 2025Q3: 30,404 shares; 2025Q4: 32,630 shares; 2026Q1: 32,897 shares 32,897 $1.02M 0.06% +267 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: 1,546 shares; 2024Q4: 1,498 shares; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,547 shares; 2025Q4: 1,527 shares; 2026Q1: 2,891 shares 2,891 $992K 0.06% +1,364 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,483 shares; 2025Q1: 6,749 shares; 2025Q2: 11,057 shares; 2025Q3: 10,653 shares; 2025Q4: 10,910 shares; 2026Q1: 10,642 shares 10,642 $990K 0.06% -268 Timeline IBHF 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: 37,607 shares; 2024Q4: 40,636 shares; 2025Q1: 36,519 shares; 2025Q2: 46,335 shares; 2025Q3: 58,965 shares; 2025Q4: 59,362 shares; 2026Q1: 42,814 shares 42,814 $983K 0.06% -16,548 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: 40,104 shares; 2024Q4: 44,635 shares; 2025Q1: 58,658 shares; 2025Q2: 62,979 shares; 2025Q3: 58,430 shares; 2025Q4: 60,709 shares; 2026Q1: 61,456 shares 61,456 $976K 0.06% +747 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 6,465 shares; 2025Q1: 7,962 shares; 2025Q2: 8,035 shares; 2025Q3: 14,242 shares; 2025Q4: 6,321 shares; 2026Q1: 14,927 shares 14,927 $970K 0.06% +8,606 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,416 shares; 2024Q4: 28,123 shares; 2025Q1: 26,811 shares; 2025Q2: 31,991 shares; 2025Q3: 32,004 shares; 2025Q4: 31,798 shares; 2026Q1: 31,791 shares 31,791 $959K 0.06% -7 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,650 shares; 2025Q1: 1,804 shares; 2025Q2: 1,614 shares; 2025Q3: 1,876 shares; 2025Q4: 2,061 shares; 2026Q1: 3,942 shares 3,942 $946K 0.05% +1,881 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,011 shares; 2024Q4: 33,824 shares; 2025Q1: 32,633 shares; 2025Q2: 32,260 shares; 2025Q3: 32,279 shares; 2025Q4: 30,897 shares; 2026Q1: 30,915 shares 30,915 $934K 0.05% +18 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 7,348 shares; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 7,694 shares; 2025Q4: 7,752 shares; 2026Q1: 8,091 shares 8,091 $930K 0.05% +339 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 17,753 shares; 2025Q1: 16,753 shares; 2025Q2: 16,840 shares; 2025Q3: 19,509 shares; 2025Q4: 19,570 shares; 2026Q1: 25,279 shares 25,279 $929K 0.05% +5,709 Timeline QCLN 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: 13,806 shares; 2024Q4: 12,840 shares; 2025Q1: not reported; 2025Q2: 17,555 shares; 2025Q3: 19,301 shares; 2025Q4: 18,964 shares; 2026Q1: 19,946 shares 19,946 $927K 0.05% +982 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: 13,355 shares; 2024Q4: 12,440 shares; 2025Q1: 13,710 shares; 2025Q2: 14,338 shares; 2025Q3: 14,733 shares; 2025Q4: 13,759 shares; 2026Q1: 13,807 shares 13,807 $911K 0.05% +48 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: 4,587 shares; 2024Q4: 6,223 shares; 2025Q1: 5,860 shares; 2025Q2: 6,265 shares; 2025Q3: 6,951 shares; 2025Q4: 7,042 shares; 2026Q1: 6,901 shares 6,901 $911K 0.05% -141 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,157 shares; 2026Q1: 31,231 shares 31,231 $904K 0.05% -7,926 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: 7,566 shares; 2024Q4: 8,136 shares; 2025Q1: 5,213 shares; 2025Q2: 7,966 shares; 2025Q3: 7,591 shares; 2025Q4: 8,788 shares; 2026Q1: 9,723 shares 9,723 $903K 0.05% +935 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: not reported; 2025Q2: 814 shares; 2025Q3: 840 shares; 2025Q4: 1,026 shares; 2026Q1: 3,056 shares 3,056 $903K 0.05% +2,030 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,684 shares; 2025Q1: 12,684 shares; 2025Q2: 11,773 shares; 2025Q3: 11,664 shares; 2025Q4: 11,502 shares; 2026Q1: 9,268 shares 9,268 $900K 0.05% -2,234 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,854 shares 6,854 $864K 0.05% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 9,483 shares; 2025Q1: 7,564 shares; 2025Q2: 9,138 shares; 2025Q3: 10,249 shares; 2025Q4: 7,960 shares; 2026Q1: 9,081 shares 9,081 $862K 0.05% +1,121 Timeline RING 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: 10,330 shares; 2024Q4: 11,537 shares; 2025Q1: 11,949 shares; 2025Q2: 11,529 shares; 2025Q3: 11,600 shares; 2025Q4: 10,997 shares; 2026Q1: 10,794 shares 10,794 $853K 0.05% -203 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: 14,676 shares; 2024Q4: 15,408 shares; 2025Q1: 15,753 shares; 2025Q2: 16,380 shares; 2025Q3: 16,478 shares; 2025Q4: 16,683 shares; 2026Q1: 17,661 shares 17,661 $846K 0.05% +978 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,273 shares 4,273 $843K 0.05% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 12,685 shares; 2025Q1: 11,445 shares; 2025Q2: 11,734 shares; 2025Q3: 10,470 shares; 2025Q4: 11,145 shares; 2026Q1: 11,145 shares 11,145 $838K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,129 shares; 2024Q4: 36,952 shares; 2025Q1: 36,017 shares; 2025Q2: 5,855 shares; 2025Q3: 5,815 shares; 2025Q4: 5,752 shares; 2026Q1: 5,667 shares 5,667 $827K 0.05% -85 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares 4,003 $826K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,483 shares; 2025Q1: 3,367 shares; 2025Q2: 3,922 shares; 2025Q3: 3,581 shares; 2025Q4: 3,570 shares; 2026Q1: 2,113 shares 2,113 $825K 0.05% -1,457 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 15,357 shares; 2025Q1: 13,503 shares; 2025Q2: 12,736 shares; 2025Q3: 12,753 shares; 2025Q4: 12,730 shares; 2026Q1: 16,956 shares 16,956 $819K 0.05% +4,226 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: 7,242 shares; 2025Q1: 13,623 shares; 2025Q2: 22,113 shares; 2025Q3: 8,029 shares; 2025Q4: 4,267 shares; 2026Q1: 3,789 shares 3,789 $810K 0.05% -478 Timeline IFLN 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: 42,756 shares; 2024Q4: 42,435 shares; 2025Q1: not reported; 2025Q2: 41,807 shares; 2025Q3: 41,278 shares; 2025Q4: 43,173 shares; 2026Q1: 44,714 shares 44,714 $802K 0.05% +1,541 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,630 shares; 2024Q4: 21,691 shares; 2025Q1: 21,762 shares; 2025Q2: 21,828 shares; 2025Q3: 21,466 shares; 2025Q4: 21,525 shares; 2026Q1: 22,197 shares 22,197 $798K 0.05% +672 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: 15,435 shares; 2024Q4: 14,964 shares; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 10,304 shares; 2025Q4: 8,592 shares; 2026Q1: 8,150 shares 8,150 $785K 0.05% -442 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,220 shares 10,220 $770K 0.04% new Timeline DFSE 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: 19,247 shares; 2024Q4: 22,063 shares; 2025Q1: 23,067 shares; 2025Q2: 19,553 shares; 2025Q3: 19,069 shares; 2025Q4: 18,107 shares; 2026Q1: 17,966 shares 17,966 $761K 0.04% -141 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,790 shares; 2026Q1: 20,662 shares 20,662 $759K 0.04% +15,872 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,876 shares; 2025Q1: 3,588 shares; 2025Q2: 3,182 shares; 2025Q3: 3,090 shares; 2025Q4: 3,326 shares; 2026Q1: 4,085 shares 4,085 $744K 0.04% +759 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,226 shares; 2025Q1: 36,931 shares; 2025Q2: 39,402 shares; 2025Q3: 28,294 shares; 2025Q4: 26,090 shares; 2026Q1: 26,363 shares 26,363 $744K 0.04% +273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,582 shares 11,582 $742K 0.04% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,393 shares; 2025Q3: 27,390 shares; 2025Q4: 10,464 shares; 2026Q1: 22,495 shares 22,495 $741K 0.04% +12,031 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 8,920 shares; 2025Q1: 12,419 shares; 2025Q2: 13,340 shares; 2025Q3: 12,680 shares; 2025Q4: 12,797 shares; 2026Q1: 13,331 shares 13,331 $736K 0.04% +534 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,691 shares 3,691 $728K 0.04% new 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: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,046 shares; 2025Q2: 4,057 shares; 2025Q3: 4,063 shares; 2025Q4: 4,056 shares; 2026Q1: 4,036 shares 4,036 $727K 0.04% -20 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: 16,807 shares; 2024Q4: 17,236 shares; 2025Q1: 10,938 shares; 2025Q2: 17,611 shares; 2025Q3: 17,657 shares; 2025Q4: 17,562 shares; 2026Q1: 17,523 shares 17,523 $719K 0.04% -39 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: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,989 shares; 2025Q2: 19,466 shares; 2025Q3: 22,735 shares; 2025Q4: 8,331 shares; 2026Q1: 15,658 shares 15,658 $718K 0.04% +7,327 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: 19,752 shares; 2024Q4: 19,782 shares; 2025Q1: 18,343 shares; 2025Q2: 16,715 shares; 2025Q3: 16,360 shares; 2025Q4: 14,662 shares; 2026Q1: 13,588 shares 13,588 $717K 0.04% -1,074 Timeline IUSG 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: 3,455 shares; 2025Q3: 5,382 shares; 2025Q4: 5,299 shares; 2026Q1: 4,596 shares 4,596 $713K 0.04% -703 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 7,218 shares; 2025Q1: 7,661 shares; 2025Q2: 7,915 shares; 2025Q3: 8,021 shares; 2025Q4: 8,013 shares; 2026Q1: 7,417 shares 7,417 $712K 0.04% -596 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: 4,701 shares; 2024Q4: 4,469 shares; 2025Q1: 4,285 shares; 2025Q2: 4,990 shares; 2025Q3: 5,186 shares; 2025Q4: 5,022 shares; 2026Q1: 4,283 shares 4,283 $708K 0.04% -739 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,152 shares; 2024Q4: 30,627 shares; 2025Q1: 25,324 shares; 2025Q2: 26,353 shares; 2025Q3: 24,832 shares; 2025Q4: 25,004 shares; 2026Q1: 24,563 shares 24,563 $705K 0.04% -441 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: 21,597 shares; 2024Q4: 21,802 shares; 2025Q1: 21,002 shares; 2025Q2: 23,076 shares; 2025Q3: 23,296 shares; 2025Q4: 23,519 shares; 2026Q1: 18,603 shares 18,603 $704K 0.04% -4,916 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 27,191 shares; 2025Q1: 27,024 shares; 2025Q2: 32,548 shares; 2025Q3: 31,994 shares; 2025Q4: 34,772 shares; 2026Q1: 36,390 shares 36,390 $702K 0.04% +1,618 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 8,737 shares; 2025Q1: 8,856 shares; 2025Q2: 9,642 shares; 2025Q3: 10,037 shares; 2025Q4: 10,335 shares; 2026Q1: 11,513 shares 11,513 $692K 0.04% +1,178 Timeline SPHY 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: 77,779 shares; 2024Q4: 80,156 shares; 2025Q1: 12,905 shares; 2025Q2: 14,205 shares; 2025Q3: 26,644 shares; 2025Q4: 28,096 shares; 2026Q1: 29,234 shares 29,234 $682K 0.04% +1,138 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 3,257 shares; 2025Q1: 3,241 shares; 2025Q2: 3,242 shares; 2025Q3: 3,029 shares; 2025Q4: 4,270 shares; 2026Q1: 5,462 shares 5,462 $682K 0.04% +1,192 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,313 shares; 2024Q4: 33,252 shares; 2025Q1: not reported; 2025Q2: 33,403 shares; 2025Q3: 33,509 shares; 2025Q4: 48,002 shares; 2026Q1: 59,030 shares 59,030 $681K 0.04% +11,028 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,942 shares 11,942 $680K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,219 shares; 2025Q1: 1,243 shares; 2025Q2: 1,300 shares; 2025Q3: 1,304 shares; 2025Q4: 1,133 shares; 2026Q1: 1,125 shares 1,125 $680K 0.04% -8 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL 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: 17,329 shares 17,329 $674K 0.04% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,452 shares; 2024Q4: 28,448 shares; 2025Q1: not reported; 2025Q2: 28,398 shares; 2025Q3: 28,518 shares; 2025Q4: 28,534 shares; 2026Q1: 28,545 shares 28,545 $658K 0.04% +11 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: 9,172 shares; 2024Q4: 8,911 shares; 2025Q1: 8,928 shares; 2025Q2: 9,737 shares; 2025Q3: 9,452 shares; 2025Q4: 9,126 shares; 2026Q1: 9,028 shares 9,028 $653K 0.04% -98 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: 5,752 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 4,802 shares; 2025Q3: 4,513 shares; 2025Q4: 4,505 shares; 2026Q1: 4,506 shares 4,506 $652K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 18,558 shares 18,558 $650K 0.04% +5,058 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,661 shares; 2025Q1: 3,684 shares; 2025Q2: 3,625 shares; 2025Q3: 3,394 shares; 2025Q4: 3,262 shares; 2026Q1: 3,258 shares 3,258 $646K 0.04% -4 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: 4,254 shares; 2024Q4: 4,338 shares; 2025Q1: 4,963 shares; 2025Q2: 4,706 shares; 2025Q3: 4,240 shares; 2025Q4: 3,553 shares; 2026Q1: 4,028 shares 4,028 $643K 0.04% +475 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: 2,164 shares; 2024Q4: 1,121 shares; 2025Q1: not reported; 2025Q2: 6,373 shares; 2025Q3: 1,123 shares; 2025Q4: 1,154 shares; 2026Q1: 1,137 shares 1,137 $641K 0.04% -17 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: 5,262 shares; 2024Q4: 5,263 shares; 2025Q1: 5,255 shares; 2025Q2: 5,274 shares; 2025Q3: 5,150 shares; 2025Q4: 5,159 shares; 2026Q1: 5,156 shares 5,156 $636K 0.04% -3 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,726 shares; 2025Q2: 11,223 shares; 2025Q3: 11,239 shares; 2025Q4: 11,375 shares; 2026Q1: 12,345 shares 12,345 $632K 0.04% +970 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: 5,082 shares; 2024Q4: 5,270 shares; 2025Q1: 5,261 shares; 2025Q2: 5,668 shares; 2025Q3: 5,265 shares; 2025Q4: 5,001 shares; 2026Q1: 4,811 shares 4,811 $630K 0.04% -190 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: 4,683 shares; 2024Q4: 4,685 shares; 2025Q1: 4,687 shares; 2025Q2: 7,664 shares; 2025Q3: 7,664 shares; 2025Q4: 8,349 shares; 2026Q1: 9,196 shares 9,196 $628K 0.04% +847 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: 6,309 shares; 2025Q1: 6,386 shares; 2025Q2: 6,335 shares; 2025Q3: 6,280 shares; 2025Q4: 6,142 shares; 2026Q1: 6,453 shares 6,453 $622K 0.04% +311 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,935 shares; 2025Q1: 2,938 shares; 2025Q2: 2,968 shares; 2025Q3: 2,942 shares; 2025Q4: 2,960 shares; 2026Q1: 7,036 shares 7,036 $622K 0.04% +4,076 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,104 shares; 2025Q4: 2,227 shares; 2026Q1: 1,008 shares 1,008 $622K 0.04% -1,219 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,161 shares; 2025Q2: 11,048 shares; 2025Q3: 11,065 shares; 2025Q4: 11,005 shares; 2026Q1: 11,990 shares 11,990 $622K 0.04% +985 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 11,623 shares; 2025Q1: 11,652 shares; 2025Q2: 12,975 shares; 2025Q3: 13,025 shares; 2025Q4: 13,694 shares; 2026Q1: 16,158 shares 16,158 $621K 0.04% +2,464 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,680 shares; 2024Q4: 12,439 shares; 2025Q1: not reported; 2025Q2: 6,912 shares; 2025Q3: 6,916 shares; 2025Q4: 6,908 shares; 2026Q1: 6,557 shares 6,557 $620K 0.04% -351 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,529 shares; 2025Q3: 3,563 shares; 2025Q4: 3,343 shares; 2026Q1: 3,305 shares 3,305 $617K 0.04% -38 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,502 shares; 2025Q3: 7,724 shares; 2025Q4: 8,601 shares; 2026Q1: 7,184 shares 7,184 $607K 0.03% -1,417 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,810 shares 18,810 $605K 0.03% new Timeline IVLU 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: 14,966 shares; 2024Q4: 21,385 shares; 2025Q1: 14,885 shares; 2025Q2: 24,972 shares; 2025Q3: 23,838 shares; 2025Q4: 14,929 shares; 2026Q1: 15,138 shares 15,138 $601K 0.03% +209 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,803 shares; 2024Q4: 72,848 shares; 2025Q1: 73,102 shares; 2025Q2: 75,277 shares; 2025Q3: 77,135 shares; 2025Q4: 64,300 shares; 2026Q1: 62,750 shares 62,750 $595K 0.03% -1,550 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 5,026 shares; 2025Q1: 4,777 shares; 2025Q2: 3,492 shares; 2025Q3: 3,448 shares; 2025Q4: 2,799 shares; 2026Q1: 2,719 shares 2,719 $595K 0.03% -80 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 9,898 shares; 2025Q1: 11,619 shares; 2025Q2: 11,132 shares; 2025Q3: 16,852 shares; 2025Q4: 10,687 shares; 2026Q1: 11,366 shares 11,366 $590K 0.03% +679 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,681 shares; 2024Q4: 26,677 shares; 2025Q1: 26,689 shares; 2025Q2: 26,721 shares; 2025Q3: 26,781 shares; 2025Q4: 26,799 shares; 2026Q1: 26,745 shares 26,745 $587K 0.03% -54 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,491 shares; 2025Q1: 4,633 shares; 2025Q2: 4,615 shares; 2025Q3: 4,092 shares; 2025Q4: 4,357 shares; 2026Q1: 4,960 shares 4,960 $586K 0.03% +603 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: 65,498 shares; 2024Q4: 68,738 shares; 2025Q1: 8,281 shares; 2025Q2: 10,426 shares; 2025Q3: 10,013 shares; 2025Q4: 8,916 shares; 2026Q1: 7,308 shares 7,308 $579K 0.03% -1,608 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,777 shares; 2024Q4: 97,808 shares; 2025Q1: 12,878 shares; 2025Q2: 13,172 shares; 2025Q3: 12,060 shares; 2025Q4: 10,171 shares; 2026Q1: 5,854 shares 5,854 $569K 0.03% -4,317 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,419 shares; 2024Q4: 9,152 shares; 2025Q1: 12,614 shares; 2025Q2: 13,418 shares; 2025Q3: 13,420 shares; 2025Q4: 13,421 shares; 2026Q1: 13,422 shares 13,422 $568K 0.03% +1 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: 1,296 shares; 2024Q4: 1,218 shares; 2025Q1: 1,336 shares; 2025Q2: 1,317 shares; 2025Q3: 1,929 shares; 2025Q4: 1,886 shares; 2026Q1: 1,871 shares 1,871 $566K 0.03% -15 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: 12,832 shares; 2024Q4: 8,173 shares; 2025Q1: not reported; 2025Q2: 6,232 shares; 2025Q3: 4,205 shares; 2025Q4: 3,514 shares; 2026Q1: 3,873 shares 3,873 $562K 0.03% +359 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,570 shares; 2025Q1: 3,448 shares; 2025Q2: 3,426 shares; 2025Q3: 3,418 shares; 2025Q4: 3,461 shares; 2026Q1: 3,288 shares 3,288 $541K 0.03% -173 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,166 shares; 2026Q1: 20,410 shares 20,410 $539K 0.03% +5,244 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,255 shares; 2025Q1: not reported; 2025Q2: 3,532 shares; 2025Q3: 3,402 shares; 2025Q4: 3,225 shares; 2026Q1: 3,519 shares 3,519 $538K 0.03% +294 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: 1,919 shares; 2024Q4: 3,964 shares; 2025Q1: 3,481 shares; 2025Q2: 3,865 shares; 2025Q3: 3,715 shares; 2025Q4: 3,554 shares; 2026Q1: 3,352 shares 3,352 $537K 0.03% -202 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: 22,349 shares; 2025Q3: 20,188 shares; 2025Q4: 13,291 shares; 2026Q1: 13,065 shares 13,065 $533K 0.03% -226 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 6,255 shares; 2025Q4: 5,220 shares; 2026Q1: 5,670 shares 5,670 $529K 0.03% +450 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,498 shares; 2024Q4: 38,588 shares; 2025Q1: 37,505 shares; 2025Q2: 42,958 shares; 2025Q3: 40,963 shares; 2025Q4: 42,215 shares; 2026Q1: 43,816 shares 43,816 $528K 0.03% +1,601 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,095 shares; 2025Q1: 2,080 shares; 2025Q2: 2,169 shares; 2025Q3: 2,185 shares; 2025Q4: 2,102 shares; 2026Q1: 2,104 shares 2,104 $528K 0.03% +2 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 6,958 shares; 2025Q1: 6,683 shares; 2025Q2: 6,961 shares; 2025Q3: 7,025 shares; 2025Q4: 10,283 shares; 2026Q1: 12,988 shares 12,988 $526K 0.03% +2,705 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 6,781 shares; 2025Q1: 15,766 shares; 2025Q2: 9,872 shares; 2025Q3: 10,453 shares; 2025Q4: 8,851 shares; 2026Q1: 9,432 shares 9,432 $522K 0.03% +581 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,688 shares; 2025Q3: 27,118 shares; 2025Q4: 25,811 shares; 2026Q1: 25,102 shares 25,102 $521K 0.03% -709 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: 2,155 shares; 2024Q4: 2,213 shares; 2025Q1: 2,228 shares; 2025Q2: 2,170 shares; 2025Q3: 1,677 shares; 2025Q4: 1,735 shares; 2026Q1: 1,707 shares 1,707 $516K 0.03% -28 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,670 shares; 2025Q1: 16,766 shares; 2025Q2: 21,281 shares; 2025Q3: 27,009 shares; 2025Q4: 27,291 shares; 2026Q1: 35,712 shares 35,712 $516K 0.03% +8,421 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,230 shares; 2025Q2: 31,136 shares; 2025Q3: 34,612 shares; 2025Q4: 13,038 shares; 2026Q1: 14,133 shares 14,133 $512K 0.03% +1,095 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 2,963 shares; 2025Q2: 3,521 shares; 2025Q3: 3,138 shares; 2025Q4: 26,005 shares; 2026Q1: 10,215 shares 10,215 $510K 0.03% -15,790 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 84,775 shares; 2026Q1: 14,250 shares 14,250 $509K 0.03% -70,525 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,913 shares; 2025Q1: 5,024 shares; 2025Q2: 7,919 shares; 2025Q3: 10,402 shares; 2025Q4: 10,749 shares; 2026Q1: 10,817 shares 10,817 $508K 0.03% +68 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: 7,539 shares; 2024Q4: 7,541 shares; 2025Q1: 7,534 shares; 2025Q2: 7,602 shares; 2025Q3: 9,625 shares; 2025Q4: 7,630 shares; 2026Q1: 7,628 shares 7,628 $506K 0.03% -2 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,978 shares; 2024Q4: 63,914 shares; 2025Q1: 3,337 shares; 2025Q2: 6,400 shares; 2025Q3: 6,478 shares; 2025Q4: 6,390 shares; 2026Q1: 6,365 shares 6,365 $499K 0.03% -25 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 4,130 shares; 2025Q1: 5,759 shares; 2025Q2: 10,064 shares; 2025Q3: 12,262 shares; 2025Q4: 3,629 shares; 2026Q1: 3,341 shares 3,341 $499K 0.03% -288 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,725 shares; 2024Q4: 19,720 shares; 2025Q1: 16,411 shares; 2025Q2: 16,477 shares; 2025Q3: 16,461 shares; 2025Q4: 16,510 shares; 2026Q1: 16,535 shares 16,535 $498K 0.03% +25 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 3,876 shares; 2025Q1: 3,883 shares; 2025Q2: 3,774 shares; 2025Q3: 3,779 shares; 2025Q4: 3,666 shares; 2026Q1: 3,668 shares 3,668 $496K 0.03% +2 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 16,463 shares; 2025Q1: 15,997 shares; 2025Q2: 15,212 shares; 2025Q3: 14,618 shares; 2025Q4: 13,176 shares; 2026Q1: 11,101 shares 11,101 $495K 0.03% -2,075 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 3,866 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 4,105 shares 4,105 $495K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,529 shares; 2025Q1: 3,158 shares; 2025Q2: 4,219 shares; 2025Q3: 4,252 shares; 2025Q4: 4,255 shares; 2026Q1: 5,021 shares 5,021 $492K 0.03% +766 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 8,664 shares; 2025Q1: 8,806 shares; 2025Q2: 8,294 shares; 2025Q3: 6,813 shares; 2025Q4: 6,295 shares; 2026Q1: 6,174 shares 6,174 $491K 0.03% -121 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,814 shares; 2025Q1: 3,951 shares; 2025Q2: 3,998 shares; 2025Q3: 6,362 shares; 2025Q4: 3,340 shares; 2026Q1: 4,354 shares 4,354 $488K 0.03% +1,014 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,492 shares; 2025Q1: 1,739 shares; 2025Q2: 3,026 shares; 2025Q3: 2,771 shares; 2025Q4: 2,962 shares; 2026Q1: 2,451 shares 2,451 $486K 0.03% -511 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: 16,308 shares; 2024Q4: 15,087 shares; 2025Q1: 14,068 shares; 2025Q2: 13,976 shares; 2025Q3: 14,440 shares; 2025Q4: 14,214 shares; 2026Q1: 14,453 shares 14,453 $485K 0.03% +239 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: 2,563 shares; 2024Q4: 2,528 shares; 2025Q1: 2,410 shares; 2025Q2: 2,134 shares; 2025Q3: 2,144 shares; 2025Q4: 2,103 shares; 2026Q1: 2,492 shares 2,492 $484K 0.03% +389 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 22,087 shares; 2025Q1: 20,230 shares; 2025Q2: 20,538 shares; 2025Q3: 19,715 shares; 2025Q4: 19,046 shares; 2026Q1: 18,815 shares 18,815 $482K 0.03% -231 Timeline PPA 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: 3,000 shares; 2026Q1: 2,910 shares 2,910 $482K 0.03% -90 Timeline IXJ 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: 5,551 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 5,203 shares; 2025Q3: 5,145 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares 5,085 $476K 0.03% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly 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: 9,127 shares; 2026Q1: 7,760 shares 7,760 $474K 0.03% -1,367 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,179 shares; 2024Q4: 86,815 shares; 2025Q1: 53,193 shares; 2025Q2: 100,257 shares; 2025Q3: 103,110 shares; 2025Q4: 96,991 shares; 2026Q1: 88,168 shares 88,168 $469K 0.03% -8,823 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,276 shares; 2025Q4: 18,734 shares; 2026Q1: 18,732 shares 18,732 $455K 0.03% -2 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,198 shares; 2025Q1: 1,196 shares; 2025Q2: 1,332 shares; 2025Q3: 1,331 shares; 2025Q4: 1,325 shares; 2026Q1: 1,308 shares 1,308 $451K 0.03% -17 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,381 shares; 2025Q3: 16,206 shares; 2025Q4: 16,221 shares; 2026Q1: 16,221 shares 16,221 $450K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,856 shares 6,856 $449K 0.03% new 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: 3,521 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 4,788 shares; 2025Q3: 4,111 shares; 2025Q4: 3,538 shares; 2026Q1: 3,537 shares 3,537 $447K 0.03% -1 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 17,708 shares; 2025Q2: 18,147 shares; 2025Q3: 18,147 shares; 2025Q4: 16,459 shares; 2026Q1: 16,459 shares 16,459 $447K 0.03% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,087 shares; 2024Q4: 3,866 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 4,054 shares; 2026Q1: 2,801 shares 2,801 $445K 0.03% -1,253 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 23,043 shares; 2025Q1: 18,955 shares; 2025Q2: 21,300 shares; 2025Q3: 21,149 shares; 2025Q4: 17,721 shares; 2026Q1: 17,729 shares 17,729 $445K 0.03% +8 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 7,080 shares 7,080 $445K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 842 shares; 2025Q1: 1,033 shares; 2025Q2: 1,010 shares; 2025Q3: 888 shares; 2025Q4: 644 shares; 2026Q1: 650 shares 650 $444K 0.03% +6 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,395 shares; 2025Q1: 8,087 shares; 2025Q2: 7,941 shares; 2025Q3: 7,963 shares; 2025Q4: 7,960 shares; 2026Q1: 9,640 shares 9,640 $443K 0.03% +1,680 Timeline DXUV 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: 4,939 shares; 2025Q4: 5,836 shares; 2026Q1: 7,465 shares 7,465 $443K 0.03% +1,629 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,220 shares; 2025Q2: 10,279 shares; 2025Q3: 9,829 shares; 2025Q4: 12,611 shares; 2026Q1: 8,668 shares 8,668 $442K 0.03% -3,943 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,664 shares 10,664 $438K 0.03% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,315 shares; 2025Q3: 101,769 shares; 2025Q4: 61,843 shares; 2026Q1: 9,173 shares 9,173 $436K 0.03% -52,670 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 10,904 shares; 2025Q1: not reported; 2025Q2: 13,142 shares; 2025Q3: 13,866 shares; 2025Q4: 14,475 shares; 2026Q1: 11,130 shares 11,130 $428K 0.02% -3,345 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,738 shares; 2024Q4: 22,282 shares; 2025Q1: 19,750 shares; 2025Q2: 23,315 shares; 2025Q3: 23,053 shares; 2025Q4: 26,727 shares; 2026Q1: 29,522 shares 29,522 $426K 0.02% +2,795 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: 1,037 shares; 2024Q4: 1,010 shares; 2025Q1: 967 shares; 2025Q2: 1,131 shares; 2025Q3: 1,002 shares; 2025Q4: 965 shares; 2026Q1: 858 shares 858 $426K 0.02% -107 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: 4,397 shares; 2024Q4: 4,393 shares; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 3,986 shares; 2025Q4: 3,972 shares; 2026Q1: 3,862 shares 3,862 $423K 0.02% -110 Timeline VPL 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: 5,559 shares; 2024Q4: 4,934 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,675 shares; 2025Q4: 4,354 shares; 2026Q1: 4,318 shares 4,318 $422K 0.02% -36 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,871 shares; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 2,505 shares; 2025Q4: 1,672 shares; 2026Q1: 1,086 shares 1,086 $422K 0.02% -586 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,811 shares; 2025Q1: 3,810 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,825 shares; 2026Q1: 3,810 shares 3,810 $422K 0.02% -15 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 4,183 shares; 2025Q1: 5,700 shares; 2025Q2: 5,845 shares; 2025Q3: 4,526 shares; 2025Q4: 3,759 shares; 2026Q1: 1,515 shares 1,515 $421K 0.02% -2,244 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,704 shares; 2024Q4: 61,280 shares; 2025Q1: 42,033 shares; 2025Q2: 39,652 shares; 2025Q3: 40,454 shares; 2025Q4: 36,835 shares; 2026Q1: 40,503 shares 40,503 $418K 0.02% +3,668 Timeline SCHH 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: 21,137 shares; 2024Q4: 18,731 shares; 2025Q1: not reported; 2025Q2: 19,375 shares; 2025Q3: 19,756 shares; 2025Q4: 19,452 shares; 2026Q1: 19,440 shares 19,440 $418K 0.02% -12 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,817 shares 11,817 $416K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,410 shares; 2024Q4: 30,175 shares; 2025Q1: 40,355 shares; 2025Q2: 34,655 shares; 2025Q3: 33,515 shares; 2025Q4: 31,676 shares; 2026Q1: 28,951 shares 28,951 $416K 0.02% -2,725 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 5,801 shares; 2025Q1: 6,241 shares; 2025Q2: 8,285 shares; 2025Q3: 10,014 shares; 2025Q4: 4,550 shares; 2026Q1: 4,127 shares 4,127 $416K 0.02% -423 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 2,200 shares; 2025Q1: 2,438 shares; 2025Q2: 2,673 shares; 2025Q3: 2,687 shares; 2025Q4: 2,700 shares; 2026Q1: 3,751 shares 3,751 $414K 0.02% +1,051 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,689 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 1,719 shares; 2025Q4: 1,422 shares; 2026Q1: 1,418 shares 1,418 $414K 0.02% -4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 270 shares; 2025Q1: 261 shares; 2025Q2: 2,791 shares; 2025Q3: 2,529 shares; 2025Q4: 3,784 shares; 2026Q1: 4,464 shares 4,464 $412K 0.02% +680 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 4,535 shares; 2025Q1: 4,515 shares; 2025Q2: 4,553 shares; 2025Q3: 4,427 shares; 2025Q4: 4,240 shares; 2026Q1: 3,969 shares 3,969 $410K 0.02% -271 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,750 shares 5,750 $409K 0.02% 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: 562 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 590 shares; 2025Q4: 276 shares; 2026Q1: 277 shares 277 $408K 0.02% +1 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 5,910 shares; 2025Q1: 4,719 shares; 2025Q2: 4,719 shares; 2025Q3: 4,719 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares 7,317 $394K 0.02% 0 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: 9,386 shares; 2024Q4: 9,593 shares; 2025Q1: 8,592 shares; 2025Q2: 14,858 shares; 2025Q3: 15,099 shares; 2025Q4: 16,908 shares; 2026Q1: 14,652 shares 14,652 $389K 0.02% -2,256 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: 1,000 shares; 2024Q4: 1,164 shares; 2025Q1: 1,165 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,376 shares; 2026Q1: 1,415 shares 1,415 $385K 0.02% +39 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 29,049 shares; 2026Q1: 27,549 shares 27,549 $385K 0.02% -1,500 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,870 shares; 2025Q3: 6,471 shares; 2025Q4: 6,549 shares; 2026Q1: 6,448 shares 6,448 $382K 0.02% -101 Timeline AVSF 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: 8,730 shares; 2024Q4: 8,856 shares; 2025Q1: 8,898 shares; 2025Q2: 9,042 shares; 2025Q3: 9,129 shares; 2025Q4: 8,572 shares; 2026Q1: 8,101 shares 8,101 $379K 0.02% -471 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,099 shares; 2025Q2: 2,910 shares; 2025Q3: 2,858 shares; 2025Q4: 2,894 shares; 2026Q1: 2,594 shares 2,594 $378K 0.02% -300 Timeline QQWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,094 shares 14,094 $371K 0.02% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 7,000 shares 7,000 $370K 0.02% -1,500 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,673 shares 19,673 $368K 0.02% new Timeline FLDB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 11,597 shares; 2025Q3: 15,215 shares; 2025Q4: 7,271 shares; 2026Q1: 7,276 shares 7,276 $366K 0.02% +5 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,100 shares; 2025Q1: 1,104 shares; 2025Q2: 1,121 shares; 2025Q3: 1,127 shares; 2025Q4: 1,141 shares; 2026Q1: 1,132 shares 1,132 $365K 0.02% -9 Timeline BKLN 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: 58,822 shares; 2024Q4: 57,277 shares; 2025Q1: not reported; 2025Q2: 21,627 shares; 2025Q3: 19,228 shares; 2025Q4: 18,174 shares; 2026Q1: 17,802 shares 17,802 $363K 0.02% -372 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: 1,049 shares; 2024Q4: 1,017 shares; 2025Q1: 1,023 shares; 2025Q2: 1,012 shares; 2025Q3: 866 shares; 2025Q4: 869 shares; 2026Q1: 842 shares 842 $358K 0.02% -27 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 15,358 shares; 2025Q1: 15,358 shares; 2025Q2: 14,743 shares; 2025Q3: 14,745 shares; 2025Q4: 14,747 shares; 2026Q1: 14,748 shares 14,748 $358K 0.02% +1 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,390 shares; 2025Q1: 5,398 shares; 2025Q2: 5,425 shares; 2025Q3: 5,529 shares; 2025Q4: 5,529 shares; 2026Q1: 5,521 shares 5,521 $357K 0.02% -8 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: 868 shares; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 942 shares; 2025Q3: 944 shares; 2025Q4: 960 shares; 2026Q1: 1,330 shares 1,330 $354K 0.02% +370 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: 1,414 shares; 2024Q4: 1,437 shares; 2025Q1: 1,460 shares; 2025Q2: 1,413 shares; 2025Q3: 1,175 shares; 2025Q4: 1,032 shares; 2026Q1: 993 shares 993 $354K 0.02% -39 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: 13,764 shares; 2024Q4: 16,072 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,015 shares 7,015 $350K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,838 shares; 2025Q1: 1,809 shares; 2025Q2: 2,828 shares; 2025Q3: 2,579 shares; 2025Q4: 2,552 shares; 2026Q1: 2,556 shares 2,556 $346K 0.02% +4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,013 shares; 2025Q4: 7,073 shares; 2026Q1: 7,073 shares 7,073 $345K 0.02% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 19,311 shares; 2025Q3: 18,610 shares; 2025Q4: 17,766 shares; 2026Q1: 18,282 shares 18,282 $343K 0.02% +516 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 9,910 shares; 2025Q1: 17,141 shares; 2025Q2: 8,894 shares; 2025Q3: 8,426 shares; 2025Q4: 8,097 shares; 2026Q1: 8,071 shares 8,071 $343K 0.02% -26 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: 2,015 shares; 2024Q4: 1,725 shares; 2025Q1: 1,595 shares; 2025Q2: 1,716 shares; 2025Q3: 1,722 shares; 2025Q4: 1,441 shares; 2026Q1: 1,398 shares 1,398 $341K 0.02% -43 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 953 shares; 2025Q1: 869 shares; 2025Q2: 886 shares; 2025Q3: 807 shares; 2025Q4: 774 shares; 2026Q1: 786 shares 786 $341K 0.02% +12 Timeline PDP 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: 4,021 shares; 2024Q4: 4,001 shares; 2025Q1: 2,685 shares; 2025Q2: 3,198 shares; 2025Q3: 3,177 shares; 2025Q4: 2,857 shares; 2026Q1: 2,807 shares 2,807 $339K 0.02% -50 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,372 shares; 2024Q4: 10,760 shares; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,720 shares 6,720 $338K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $337K 0.02% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,858 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,995 shares; 2026Q1: 4,780 shares 4,780 $336K 0.02% +1,785 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,162 shares; 2025Q1: 6,783 shares; 2025Q2: 4,713 shares; 2025Q3: 7,176 shares; 2025Q4: 4,695 shares; 2026Q1: 4,832 shares 4,832 $335K 0.02% +137 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 5,755 shares; 2025Q1: not reported; 2025Q2: 4,240 shares; 2025Q3: 3,521 shares; 2025Q4: 3,475 shares; 2026Q1: 3,476 shares 3,476 $332K 0.02% +1 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,601 shares; 2024Q4: 13,721 shares; 2025Q1: 9,729 shares; 2025Q2: 6,172 shares; 2025Q3: 5,003 shares; 2025Q4: not reported; 2026Q1: 5,538 shares 5,538 $328K 0.02% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares 1,984 $327K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 29,303 shares; 2025Q1: 33,504 shares; 2025Q2: 11,152 shares; 2025Q3: 7,968 shares; 2025Q4: 6,717 shares; 2026Q1: 6,122 shares 6,122 $327K 0.02% -595 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 580 shares; 2025Q2: 973 shares; 2025Q3: 634 shares; 2025Q4: 606 shares; 2026Q1: 339 shares 339 $326K 0.02% -267 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,409 shares; 2025Q3: 5,654 shares; 2025Q4: 5,351 shares; 2026Q1: 4,670 shares 4,670 $324K 0.02% -681 Timeline SPIP 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: 8,648 shares; 2024Q4: 9,751 shares; 2025Q1: 9,911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,660 shares; 2026Q1: 12,435 shares 12,435 $323K 0.02% -225 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,796 shares; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 3,061 shares; 2025Q4: 2,373 shares; 2026Q1: 2,032 shares 2,032 $320K 0.02% -341 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 887 shares 887 $314K 0.02% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,073 shares; 2025Q1: 5,408 shares; 2025Q2: 5,408 shares; 2025Q3: 5,408 shares; 2025Q4: 5,408 shares; 2026Q1: 5,408 shares 5,408 $312K 0.02% 0 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: 4,189 shares; 2024Q4: 2,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,170 shares; 2026Q1: 2,256 shares 2,256 $312K 0.02% +86 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: 6,786 shares; 2024Q4: not reported; 2025Q1: 6,210 shares; 2025Q2: 7,480 shares; 2025Q3: 7,480 shares; 2025Q4: 7,912 shares; 2026Q1: 7,912 shares 7,912 $311K 0.02% 0 Timeline XLRE 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: 10,879 shares; 2024Q4: 14,426 shares; 2025Q1: 6,905 shares; 2025Q2: 6,965 shares; 2025Q3: 9,390 shares; 2025Q4: 7,302 shares; 2026Q1: 7,573 shares 7,573 $309K 0.02% +271 Timeline IBDT 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: 12,859 shares; 2025Q3: 12,957 shares; 2025Q4: 13,058 shares; 2026Q1: 12,176 shares 12,176 $308K 0.02% -882 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,152 shares; 2025Q1: 13,257 shares; 2025Q2: 13,289 shares; 2025Q3: 12,532 shares; 2025Q4: 5,139 shares; 2026Q1: 4,228 shares 4,228 $304K 0.02% -911 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,788 shares; 2025Q1: 4,790 shares; 2025Q2: 4,796 shares; 2025Q3: 4,431 shares; 2025Q4: 4,384 shares; 2026Q1: 4,386 shares 4,386 $304K 0.02% +2 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 906 shares; 2025Q1: 907 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 914 shares; 2026Q1: 914 shares 914 $302K 0.02% 0 Timeline