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: 53,590 shares; 2024Q4: 59,144 shares; 2025Q1: 62,816 shares; 2025Q2: 63,382 shares; 2025Q3: 63,696 shares; 2025Q4: 8,348 shares; 2026Q1: 30,955 shares 30,955 $7.86M 7.05% +22,607 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: 106,999 shares; 2024Q4: 128,921 shares; 2025Q1: 148,811 shares; 2025Q2: 136,985 shares; 2025Q3: 156,828 shares; 2025Q4: 14,316 shares; 2026Q1: 18,352 shares 18,352 $5.48M 4.92% +4,036 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 774 shares; 2025Q3: 739 shares; 2025Q4: 219 shares; 2026Q1: 12,237 shares 12,237 $4.31M 3.86% +12,018 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: 186,968 shares; 2024Q4: 184,410 shares; 2025Q1: 180,221 shares; 2025Q2: 177,419 shares; 2025Q3: 172,890 shares; 2025Q4: 12,335 shares; 2026Q1: 11,957 shares 11,957 $4.26M 3.83% -378 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: 265,431 shares; 2024Q4: 280,994 shares; 2025Q1: 299,044 shares; 2025Q2: 255,227 shares; 2025Q3: 276,443 shares; 2025Q4: 24,649 shares; 2026Q1: 30,469 shares 30,469 $3.79M 3.4% +5,820 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: 43,703 shares; 2024Q4: 43,035 shares; 2025Q1: 41,021 shares; 2025Q2: 54,329 shares; 2025Q3: 53,697 shares; 2025Q4: 5,195 shares; 2026Q1: 5,483 shares 5,483 $3.58M 3.21% +288 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,422 shares; 2024Q4: 425,515 shares; 2025Q1: 455,441 shares; 2025Q2: 480,150 shares; 2025Q3: 499,656 shares; 2025Q4: 33,239 shares; 2026Q1: 40,083 shares 40,083 $3.43M 3.08% +6,844 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: 9,363 shares; 2024Q4: 10,692 shares; 2025Q1: 13,270 shares; 2025Q2: 12,963 shares; 2025Q3: 13,289 shares; 2025Q4: 1,759 shares; 2026Q1: 9,325 shares 9,325 $2.89M 2.59% +7,566 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: 14,467 shares; 2024Q4: 17,373 shares; 2025Q1: 25,571 shares; 2025Q2: 27,211 shares; 2025Q3: 26,948 shares; 2025Q4: 2,353 shares; 2026Q1: 12,837 shares 12,837 $2.67M 2.4% +10,484 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: 436,765 shares; 2024Q4: 708,986 shares; 2025Q1: 1,799,998 shares; 2025Q2: 1,569,722 shares; 2025Q3: 1,464,709 shares; 2025Q4: 60,728 shares; 2026Q1: 52,451 shares 52,451 $2.65M 2.38% -8,277 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: 292,638 shares; 2024Q4: 320,688 shares; 2025Q1: 329,671 shares; 2025Q2: 351,582 shares; 2025Q3: 369,146 shares; 2025Q4: 28,990 shares; 2026Q1: 35,439 shares 35,439 $2.63M 2.36% +6,449 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: 126,809 shares; 2024Q4: 139,177 shares; 2025Q1: 170,948 shares; 2025Q2: 166,651 shares; 2025Q3: 178,030 shares; 2025Q4: 11,143 shares; 2026Q1: 13,356 shares 13,356 $2.62M 2.35% +2,213 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: 60,731 shares; 2024Q4: 67,481 shares; 2025Q1: 84,055 shares; 2025Q2: 86,146 shares; 2025Q3: 88,336 shares; 2025Q4: 4,071 shares; 2026Q1: 14,967 shares 14,967 $2.61M 2.34% +10,896 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: 4,437 shares; 2024Q4: 4,393 shares; 2025Q1: 5,324 shares; 2025Q2: 5,865 shares; 2025Q3: 6,031 shares; 2025Q4: 2,124 shares; 2026Q1: 4,007 shares 4,007 $2.29M 2.06% +1,883 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: 8,057 shares; 2024Q4: 10,337 shares; 2025Q1: 14,066 shares; 2025Q2: 16,655 shares; 2025Q3: 17,198 shares; 2025Q4: 5,402 shares; 2026Q1: 7,901 shares 7,901 $2.27M 2.04% +2,499 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,768 shares 57,768 $2.12M 1.9% new 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: 207,901 shares; 2024Q4: 814,000 shares; 2025Q1: 790,040 shares; 2025Q2: 774,000 shares; 2025Q3: 753,407 shares; 2025Q4: 72,057 shares; 2026Q1: 71,813 shares 71,813 $2.09M 1.88% -244 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,685 shares; 2024Q4: 169,806 shares; 2025Q1: 179,006 shares; 2025Q2: 190,537 shares; 2025Q3: 203,033 shares; 2025Q4: not reported; 2026Q1: 18,170 shares 18,170 $2.02M 1.82% new 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: 6,805 shares; 2024Q4: 7,513 shares; 2025Q1: 8,468 shares; 2025Q2: 9,244 shares; 2025Q3: 9,272 shares; 2025Q4: 3,059 shares; 2026Q1: 3,267 shares 3,267 $1.95M 1.75% +208 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 7,559 shares; 2025Q1: 10,831 shares; 2025Q2: 11,289 shares; 2025Q3: 11,568 shares; 2025Q4: 1,149 shares; 2026Q1: 5,203 shares 5,203 $1.93M 1.73% +4,054 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: 30,893 shares; 2024Q4: 35,288 shares; 2025Q1: 39,939 shares; 2025Q2: 36,222 shares; 2025Q3: 39,916 shares; 2025Q4: 3,414 shares; 2026Q1: 4,361 shares 4,361 $1.9M 1.71% +947 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: 263,996 shares; 2024Q4: 284,831 shares; 2025Q1: 302,864 shares; 2025Q2: 322,733 shares; 2025Q3: 345,173 shares; 2025Q4: 32,934 shares; 2026Q1: 39,633 shares 39,633 $1.86M 1.67% +6,699 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: 4,925 shares; 2024Q4: 5,863 shares; 2025Q1: 7,439 shares; 2025Q2: 7,892 shares; 2025Q3: 7,880 shares; 2025Q4: 18 shares; 2026Q1: 5,414 shares 5,414 $1.55M 1.39% +5,396 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: 273,886 shares; 2024Q4: 293,733 shares; 2025Q1: 309,438 shares; 2025Q2: 327,521 shares; 2025Q3: 360,936 shares; 2025Q4: not reported; 2026Q1: 25,432 shares 25,432 $1.49M 1.34% new 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: 222,394 shares; 2024Q4: 241,241 shares; 2025Q1: 250,953 shares; 2025Q2: 240,832 shares; 2025Q3: 253,664 shares; 2025Q4: 18,207 shares; 2026Q1: 24,001 shares 24,001 $1.3M 1.16% +5,794 Timeline AIQ 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: 280,926 shares; 2025Q4: not reported; 2026Q1: 24,160 shares 24,160 $1.13M 1.01% new 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: 5,609 shares; 2024Q4: 8,437 shares; 2025Q1: 9,662 shares; 2025Q2: 9,875 shares; 2025Q3: 12,585 shares; 2025Q4: 6,339 shares; 2026Q1: 7,564 shares 7,564 $1.11M 0.99% +1,225 Timeline BOTZ 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: 6,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,040 shares; 2025Q3: 445,236 shares; 2025Q4: 22,669 shares; 2026Q1: 32,630 shares 32,630 $1.08M 0.97% +9,961 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: not reported; 2024Q4: 37,891 shares; 2025Q1: 70,756 shares; 2025Q2: 75,695 shares; 2025Q3: 79,740 shares; 2025Q4: 5,051 shares; 2026Q1: 6,864 shares 6,864 $1M 0.9% +1,813 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,142 shares 7,142 $967K 0.87% new 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: 15,043 shares; 2024Q4: 13,930 shares; 2025Q1: 15,320 shares; 2025Q2: 14,343 shares; 2025Q3: 16,739 shares; 2025Q4: 1,598 shares; 2026Q1: 2,531 shares 2,531 $941K 0.84% +933 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: 3,260 shares; 2024Q4: 4,713 shares; 2025Q1: 6,218 shares; 2025Q2: 6,982 shares; 2025Q3: 6,803 shares; 2025Q4: 1,569 shares; 2026Q1: 3,027 shares 3,027 $890K 0.8% +1,458 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 4,587 shares 4,587 $880K 0.79% +4,578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 2,908 shares; 2025Q4: 3,736 shares; 2026Q1: 11,070 shares 11,070 $847K 0.76% +7,334 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: not reported; 2024Q4: 27,581 shares; 2025Q1: 2,778 shares; 2025Q2: 7,230 shares; 2025Q3: 6,557 shares; 2025Q4: 11,707 shares; 2026Q1: 11,279 shares 11,279 $831K 0.75% -428 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: 7,091 shares; 2024Q4: 54,142 shares; 2025Q1: 7,338 shares; 2025Q2: 8,716 shares; 2025Q3: 11,110 shares; 2025Q4: 6,847 shares; 2026Q1: 7,688 shares 7,688 $763K 0.68% +841 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: 1,719 shares; 2024Q4: 1,849 shares; 2025Q1: 2,181 shares; 2025Q2: 2,173 shares; 2025Q3: 3,027 shares; 2025Q4: 983 shares; 2026Q1: 3,845 shares 3,845 $742K 0.67% +2,862 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: 1,771 shares; 2024Q4: 1,780 shares; 2025Q1: 2,017 shares; 2025Q2: 1,888 shares; 2025Q3: 1,934 shares; 2025Q4: 1,666 shares; 2026Q1: 3,281 shares 3,281 $701K 0.63% +1,615 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,758 shares; 2024Q4: 211,591 shares; 2025Q1: 114,513 shares; 2025Q2: 105,756 shares; 2025Q3: 105,007 shares; 2025Q4: 14,726 shares; 2026Q1: 14,119 shares 14,119 $664K 0.6% -607 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,767 shares 27,767 $636K 0.57% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 496 shares; 2025Q2: 517 shares; 2025Q3: 549 shares; 2025Q4: 650 shares; 2026Q1: 6,491 shares 6,491 $624K 0.56% +5,841 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800,731 shares; 2024Q4: 887,494 shares; 2025Q1: 898,059 shares; 2025Q2: 983,584 shares; 2025Q3: 716,162 shares; 2025Q4: 41,524 shares; 2026Q1: 56,563 shares 56,563 $576K 0.52% +15,039 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,464 shares; 2025Q1: 1,695 shares; 2025Q2: 2,018 shares; 2025Q3: 1,980 shares; 2025Q4: 217 shares; 2026Q1: 2,373 shares 2,373 $575K 0.52% +2,156 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: 693 shares; 2024Q4: 928 shares; 2025Q1: 1,001 shares; 2025Q2: 991 shares; 2025Q3: 1,010 shares; 2025Q4: 589 shares; 2026Q1: 673 shares 673 $569K 0.51% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,838 shares; 2026Q1: 3,878 shares 3,878 $552K 0.5% +1,040 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: 2,450 shares; 2024Q4: 3,387 shares; 2025Q1: 3,962 shares; 2025Q2: 3,775 shares; 2025Q3: 3,835 shares; 2025Q4: 1,683 shares; 2026Q1: 2,198 shares 2,198 $537K 0.48% +515 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: 3,336 shares; 2024Q4: 3,967 shares; 2025Q1: 6,293 shares; 2025Q2: 6,661 shares; 2025Q3: 6,688 shares; 2025Q4: 899 shares; 2026Q1: 912 shares 912 $526K 0.47% +13 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,747 shares 10,747 $526K 0.47% new 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: 5,658 shares; 2024Q4: 5,681 shares; 2025Q1: 6,173 shares; 2025Q2: 6,012 shares; 2025Q3: 6,446 shares; 2025Q4: 6,971 shares; 2026Q1: 7,645 shares 7,645 $516K 0.46% +674 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 3,450 shares; 2025Q1: 4,081 shares; 2025Q2: 3,980 shares; 2025Q3: 4,074 shares; 2025Q4: 1,433 shares; 2026Q1: 2,419 shares 2,419 $500K 0.45% +986 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: 7,183 shares; 2024Q4: 11,651 shares; 2025Q1: 14,126 shares; 2025Q2: 14,245 shares; 2025Q3: 13,748 shares; 2025Q4: 1,214 shares; 2026Q1: 9,405 shares 9,405 $459K 0.41% +8,191 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,782 shares; 2025Q1: 2,141 shares; 2025Q2: 2,112 shares; 2025Q3: 3,053 shares; 2025Q4: 1,265 shares; 2026Q1: 1,992 shares 1,992 $433K 0.39% +727 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares 1,666 $412K 0.37% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,473 shares 3,473 $399K 0.36% new 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: 4,019 shares; 2024Q4: 5,009 shares; 2025Q1: 6,050 shares; 2025Q2: 6,560 shares; 2025Q3: 6,722 shares; 2025Q4: 3,415 shares; 2026Q1: 5,033 shares 5,033 $383K 0.34% +1,618 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: 28,092 shares; 2024Q4: 35,294 shares; 2025Q1: 35,327 shares; 2025Q2: 38,140 shares; 2025Q3: 41,639 shares; 2025Q4: 2,923 shares; 2026Q1: 3,312 shares 3,312 $366K 0.33% +389 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 6,032 shares; 2025Q1: not reported; 2025Q2: 15,328 shares; 2025Q3: 16,851 shares; 2025Q4: 1,867 shares; 2026Q1: 5,203 shares 5,203 $363K 0.33% +3,336 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 6,142 shares; 2025Q1: 7,246 shares; 2025Q2: 7,830 shares; 2025Q3: 8,716 shares; 2025Q4: 1,572 shares; 2026Q1: 2,135 shares 2,135 $362K 0.33% +563 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares 3,201 $359K 0.32% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,436 shares; 2025Q3: 1,441 shares; 2025Q4: 16 shares; 2026Q1: 2,187 shares 2,187 $351K 0.31% +2,171 Timeline IDV 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: 18,869 shares; 2024Q4: 18,816 shares; 2025Q1: 17,601 shares; 2025Q2: 9,332 shares; 2025Q3: 9,336 shares; 2025Q4: 7,731 shares; 2026Q1: 8,130 shares 8,130 $346K 0.31% +399 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: 908 shares; 2024Q4: 1,833 shares; 2025Q1: 2,141 shares; 2025Q2: 1,849 shares; 2025Q3: 1,815 shares; 2025Q4: 549 shares; 2026Q1: 986 shares 986 $324K 0.29% +437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,071 shares 4,071 $324K 0.29% new Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,643 shares 4,643 $318K 0.29% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 4,720 shares; 2025Q2: 4,635 shares; 2025Q3: 4,626 shares; 2025Q4: 470 shares; 2026Q1: 2,246 shares 2,246 $305K 0.27% +1,776 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: 651 shares; 2024Q4: 792 shares; 2025Q1: 843 shares; 2025Q2: 842 shares; 2025Q3: 908 shares; 2025Q4: 46 shares; 2026Q1: 326 shares 326 $300K 0.27% +280 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 344 shares 344 $300K 0.27% +166 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: 1,732 shares; 2024Q4: 2,027 shares; 2025Q1: 1,462 shares; 2025Q2: 4,075 shares; 2025Q3: 4,338 shares; 2025Q4: 919 shares; 2026Q1: 927 shares 927 $297K 0.27% +8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 990 shares; 2025Q4: 923 shares; 2026Q1: 1,022 shares 1,022 $290K 0.26% +99 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,270 shares; 2026Q1: 3,349 shares 3,349 $280K 0.25% +79 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares 677 $265K 0.24% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: 12,967 shares; 2025Q3: 12,951 shares; 2025Q4: 7,845 shares; 2026Q1: 4,039 shares 4,039 $264K 0.24% -3,806 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares 1,060 $264K 0.24% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,429 shares; 2025Q3: 2,779 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares 2,604 $253K 0.23% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,031 shares; 2024Q4: 26,760 shares; 2025Q1: 59,025 shares; 2025Q2: 59,231 shares; 2025Q3: 59,064 shares; 2025Q4: 17,220 shares; 2026Q1: 17,742 shares 17,742 $248K 0.22% +522 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,236 shares; 2025Q1: 3,283 shares; 2025Q2: 3,318 shares; 2025Q3: 3,299 shares; 2025Q4: 2,404 shares; 2026Q1: 2,532 shares 2,532 $247K 0.22% +128 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 4,652 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 3,608 shares; 2026Q1: 4,448 shares 4,448 $247K 0.22% +840 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,969 shares; 2026Q1: 19,092 shares 19,092 $244K 0.22% +12,123 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 987 shares 987 $235K 0.21% +133 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,142 shares; 2026Q1: 4,175 shares 4,175 $231K 0.21% +33 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: 5,492 shares; 2024Q4: 14,824 shares; 2025Q1: 14,952 shares; 2025Q2: 13,930 shares; 2025Q3: 11,422 shares; 2025Q4: 7,071 shares; 2026Q1: 7,513 shares 7,513 $230K 0.21% +442 Timeline PULS 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: 64,848 shares; 2024Q4: 101,541 shares; 2025Q1: 79,271 shares; 2025Q2: 85,016 shares; 2025Q3: 92,748 shares; 2025Q4: 3,774 shares; 2026Q1: 4,654 shares 4,654 $230K 0.21% +880 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: 41,343 shares; 2024Q4: 51,433 shares; 2025Q1: 40,606 shares; 2025Q2: 41,199 shares; 2025Q3: 38,889 shares; 2025Q4: 2,361 shares; 2026Q1: 2,532 shares 2,532 $229K 0.21% +171 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: 4,938 shares; 2024Q4: 5,054 shares; 2025Q1: 5,372 shares; 2025Q2: 5,566 shares; 2025Q3: 5,370 shares; 2025Q4: 190 shares; 2026Q1: 758 shares 758 $229K 0.21% +568 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares 2,389 $229K 0.21% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares 1,425 $226K 0.2% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,540 shares 2,540 $220K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,298 shares; 2025Q3: 2,544 shares; 2025Q4: 574 shares; 2026Q1: 1,770 shares 1,770 $220K 0.2% +1,196 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,380 shares 2,380 $218K 0.2% new 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: 1,513 shares; 2024Q4: 1,572 shares; 2025Q1: 1,582 shares; 2025Q2: 1,590 shares; 2025Q3: 1,626 shares; 2025Q4: 7 shares; 2026Q1: 504 shares 504 $215K 0.19% +497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 1,297 shares 1,297 $213K 0.19% +580 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares 4,119 $211K 0.19% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,007 shares; 2024Q4: 19,007 shares; 2025Q1: 19,979 shares; 2025Q2: 13,817 shares; 2025Q3: 13,835 shares; 2025Q4: 3,671 shares; 2026Q1: 3,688 shares 3,688 $209K 0.19% +17 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,955 shares; 2025Q1: 4,982 shares; 2025Q2: 5,548 shares; 2025Q3: 5,395 shares; 2025Q4: not reported; 2026Q1: 2,832 shares 2,832 $207K 0.19% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,715 shares 9,715 $198K 0.18% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,811 shares; 2025Q4: 2,224 shares; 2026Q1: 2,229 shares 2,229 $198K 0.18% +5 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: 43,277 shares; 2024Q4: 63,621 shares; 2025Q1: 76,627 shares; 2025Q2: 78,665 shares; 2025Q3: 88,389 shares; 2025Q4: 5,032 shares; 2026Q1: 5,034 shares 5,034 $193K 0.17% +2 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: 1,022 shares; 2024Q4: 1,047 shares; 2025Q1: 1,088 shares; 2025Q2: 1,116 shares; 2025Q3: 1,388 shares; 2025Q4: 837 shares; 2026Q1: 896 shares 896 $193K 0.17% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,320 shares; 2025Q3: 31,586 shares; 2025Q4: 1,542 shares; 2026Q1: 1,962 shares 1,962 $192K 0.17% +420 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: 21,976 shares; 2024Q4: 3,420 shares; 2025Q1: 4,538 shares; 2025Q2: 10,180 shares; 2025Q3: 10,375 shares; 2025Q4: 897 shares; 2026Q1: 2,470 shares 2,470 $192K 0.17% +1,573 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 3,179 shares; 2025Q4: 27 shares; 2026Q1: 694 shares 694 $188K 0.17% +667 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 40,184 shares; 2025Q1: 39,418 shares; 2025Q2: 43,559 shares; 2025Q3: 46,327 shares; 2025Q4: 3,299 shares; 2026Q1: 3,723 shares 3,723 $188K 0.17% +424 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: 9,529 shares; 2024Q4: 9,817 shares; 2025Q1: 10,322 shares; 2025Q2: 5,447 shares; 2025Q3: 5,374 shares; 2025Q4: 227 shares; 2026Q1: 1,196 shares 1,196 $173K 0.15% +969 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares 758 $171K 0.15% 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: 2,150 shares; 2024Q4: 2,529 shares; 2025Q1: 3,072 shares; 2025Q2: 2,893 shares; 2025Q3: 2,823 shares; 2025Q4: 52 shares; 2026Q1: 1,408 shares 1,408 $169K 0.15% +1,356 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,124 shares; 2025Q1: 10,291 shares; 2025Q2: 10,336 shares; 2025Q3: 10,382 shares; 2025Q4: 8,573 shares; 2026Q1: 8,602 shares 8,602 $169K 0.15% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,534 shares; 2026Q1: 2,375 shares 2,375 $167K 0.15% +841 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,715 shares; 2025Q4: 1,985 shares; 2026Q1: 3,353 shares 3,353 $166K 0.15% +1,368 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 4,098 shares; 2025Q1: 5,604 shares; 2025Q2: 5,354 shares; 2025Q3: 5,465 shares; 2025Q4: 697 shares; 2026Q1: 2,714 shares 2,714 $166K 0.15% +2,017 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: not reported; 2024Q4: 2,700 shares; 2025Q1: 1,903 shares; 2025Q2: 21,748 shares; 2025Q3: 22,376 shares; 2025Q4: 408 shares; 2026Q1: 631 shares 631 $165K 0.15% +223 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $160K 0.14% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,086 shares; 2025Q1: 1,147 shares; 2025Q2: 871 shares; 2025Q3: 1,035 shares; 2025Q4: 708 shares; 2026Q1: 784 shares 784 $159K 0.14% +76 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: 408 shares; 2024Q4: 493 shares; 2025Q1: 691 shares; 2025Q2: 704 shares; 2025Q3: 626 shares; 2025Q4: not reported; 2026Q1: 582 shares 582 $157K 0.14% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 455 shares; 2026Q1: 497 shares 497 $156K 0.14% +42 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: 2,365 shares; 2024Q4: 3,398 shares; 2025Q1: 3,011 shares; 2025Q2: 3,314 shares; 2025Q3: 4,958 shares; 2025Q4: 21,554 shares; 2026Q1: 218 shares 218 $152K 0.14% -21,336 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly 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: 15,665 shares 15,665 $150K 0.13% new 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: not reported; 2025Q1: 260 shares; 2025Q2: 309 shares; 2025Q3: 284 shares; 2025Q4: 29 shares; 2026Q1: 154 shares 154 $148K 0.13% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 938 shares 938 $146K 0.13% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,475 shares; 2025Q1: 3,426 shares; 2025Q2: 3,748 shares; 2025Q3: 4,975 shares; 2025Q4: 323 shares; 2026Q1: 337 shares 337 $145K 0.13% +14 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 874 shares; 2025Q2: 936 shares; 2025Q3: 1,070 shares; 2025Q4: not reported; 2026Q1: 368 shares 368 $144K 0.13% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 3,496 shares; 2025Q1: 5,287 shares; 2025Q2: 5,585 shares; 2025Q3: 5,697 shares; 2025Q4: 160 shares; 2026Q1: 220 shares 220 $143K 0.13% +60 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 633 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 523 shares 523 $139K 0.13% +243 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 2,844 shares; 2025Q2: 3,340 shares; 2025Q3: 3,096 shares; 2025Q4: 330 shares; 2026Q1: 394 shares 394 $133K 0.12% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148 shares 148 $133K 0.12% new 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: 524 shares; 2024Q4: 733 shares; 2025Q1: 965 shares; 2025Q2: 1,076 shares; 2025Q3: 1,011 shares; 2025Q4: 35 shares; 2026Q1: 257 shares 257 $128K 0.12% +222 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: not reported; 2024Q4: not reported; 2025Q1: 708 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares 408 $127K 0.11% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares 1,632 $126K 0.11% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,571 shares; 2025Q1: 5,798 shares; 2025Q2: 6,057 shares; 2025Q3: 6,103 shares; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares 2,222 $117K 0.1% 0 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: 515 shares; 2024Q4: 522 shares; 2025Q1: 611 shares; 2025Q2: 588 shares; 2025Q3: 598 shares; 2025Q4: not reported; 2026Q1: 193 shares 193 $117K 0.1% new 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: not reported; 2024Q4: 3,426 shares; 2025Q1: 4,159 shares; 2025Q2: 5,960 shares; 2025Q3: 5,528 shares; 2025Q4: 552 shares; 2026Q1: 1,414 shares 1,414 $113K 0.1% +862 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,893 shares; 2024Q4: 36,210 shares; 2025Q1: 35,531 shares; 2025Q2: 36,806 shares; 2025Q3: 35,290 shares; 2025Q4: 1,397 shares; 2026Q1: 2,347 shares 2,347 $110K 0.1% +950 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171 $109K 0.1% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,393 shares; 2025Q1: 6,695 shares; 2025Q2: 8,782 shares; 2025Q3: 8,233 shares; 2025Q4: 580 shares; 2026Q1: 3,756 shares 3,756 $108K 0.1% +3,176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares 1,299 $107K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: 24 shares; 2026Q1: 102 shares 102 $102K 0.09% +78 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: not reported; 2024Q4: not reported; 2025Q1: 5,154 shares; 2025Q2: 6,596 shares; 2025Q3: 6,222 shares; 2025Q4: 1,024 shares; 2026Q1: 1,977 shares 1,977 $99.3K 0.09% +953 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: not reported; 2024Q4: 1,605 shares; 2025Q1: 2,013 shares; 2025Q2: 3,636 shares; 2025Q3: 3,957 shares; 2025Q4: 123 shares; 2026Q1: 672 shares 672 $98.8K 0.09% +549 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares 286 $98.7K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,730 shares 1,730 $97.9K 0.09% +4 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: not reported; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: 1,005 shares; 2025Q3: 1,003 shares; 2025Q4: 33 shares; 2026Q1: 382 shares 382 $92.7K 0.08% +349 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: 1,810 shares; 2024Q4: 2,058 shares; 2025Q1: 2,140 shares; 2025Q2: 2,215 shares; 2025Q3: 2,188 shares; 2025Q4: 599 shares; 2026Q1: 781 shares 781 $85.1K 0.08% +182 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: 3,793 shares; 2024Q4: 6,594 shares; 2025Q1: 5,515 shares; 2025Q2: 13,229 shares; 2025Q3: 12,331 shares; 2025Q4: 1,136 shares; 2026Q1: 1,265 shares 1,265 $81K 0.07% +129 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 97 shares; 2026Q1: 234 shares 234 $79.2K 0.07% +137 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: 3,816 shares; 2024Q4: 3,796 shares; 2025Q1: 3,906 shares; 2025Q2: 2,107 shares; 2025Q3: 2,246 shares; 2025Q4: 36 shares; 2026Q1: 157 shares 157 $75.2K 0.07% +121 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: 1,396 shares; 2024Q4: 1,578 shares; 2025Q1: 1,715 shares; 2025Q2: 1,675 shares; 2025Q3: 1,679 shares; 2025Q4: 225 shares; 2026Q1: 240 shares 240 $72.5K 0.07% +15 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares 315 $67.3K 0.06% 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: 3,043 shares; 2024Q4: 5,598 shares; 2025Q1: 5,719 shares; 2025Q2: 6,986 shares; 2025Q3: 7,251 shares; 2025Q4: 447 shares; 2026Q1: 455 shares 455 $66.7K 0.06% +8 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,488 shares; 2025Q2: 10,497 shares; 2025Q3: 12,173 shares; 2025Q4: 2,029 shares; 2026Q1: 2,216 shares 2,216 $64.3K 0.06% +187 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180 $61.5K 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,146 shares; 2025Q1: 4,855 shares; 2025Q2: 5,009 shares; 2025Q3: 5,049 shares; 2025Q4: 156 shares; 2026Q1: 799 shares 799 $57.5K 0.05% +643 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,468 shares; 2025Q2: 2,085 shares; 2025Q3: 2,779 shares; 2025Q4: 295 shares; 2026Q1: 334 shares 334 $55.2K 0.05% +39 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,549 shares; 2025Q4: not reported; 2026Q1: 319 shares 319 $55.1K 0.05% new 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: not reported; 2024Q4: 2,137 shares; 2025Q1: 3,801 shares; 2025Q2: 3,792 shares; 2025Q3: 3,777 shares; 2025Q4: 344 shares; 2026Q1: 346 shares 346 $51.2K 0.05% +2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,046 shares; 2025Q1: 2,068 shares; 2025Q2: 2,547 shares; 2025Q3: 2,482 shares; 2025Q4: 278 shares; 2026Q1: 381 shares 381 $49.9K 0.04% +103 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 393 shares 393 $49.3K 0.04% +305 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,417 shares; 2025Q1: 6,069 shares; 2025Q2: 6,770 shares; 2025Q3: 6,287 shares; 2025Q4: not reported; 2026Q1: 451 shares 451 $47.8K 0.04% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 243 shares 243 $46.4K 0.04% +206 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,973 shares; 2025Q1: 4,639 shares; 2025Q2: 4,606 shares; 2025Q3: 4,460 shares; 2025Q4: 206 shares; 2026Q1: 391 shares 391 $46.4K 0.04% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $45.4K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,020 shares; 2025Q1: 3,088 shares; 2025Q2: 3,105 shares; 2025Q3: 2,988 shares; 2025Q4: not reported; 2026Q1: 481 shares 481 $41K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $40.1K 0.04% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 3,340 shares; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 808 shares; 2025Q4: 58 shares; 2026Q1: 104 shares 104 $39.9K 0.04% +46 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: 3,403 shares; 2024Q4: 3,823 shares; 2025Q1: 4,069 shares; 2025Q2: 4,496 shares; 2025Q3: 4,335 shares; 2025Q4: 92 shares; 2026Q1: 361 shares 361 $34.8K 0.03% +269 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 341 shares 341 $32K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: not reported; 2026Q1: 97 shares 97 $29.5K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 71 shares; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 7 shares 7 $29.5K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 911 shares; 2025Q4: 63 shares; 2026Q1: 103 shares 103 $28.8K 0.03% +40 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 700 shares; 2025Q4: not reported; 2026Q1: 81 shares 81 $27.8K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 10,446 shares; 2025Q3: 13,133 shares; 2025Q4: 4,500 shares; 2026Q1: 5,350 shares 5,350 $27.7K 0.02% +850 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: 19,279 shares; 2024Q4: 19,526 shares; 2025Q1: 20,448 shares; 2025Q2: 21,424 shares; 2025Q3: 21,078 shares; 2025Q4: 214 shares; 2026Q1: 937 shares 937 $26.3K 0.02% +723 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,641 shares; 2025Q1: 2,748 shares; 2025Q2: 3,066 shares; 2025Q3: 2,753 shares; 2025Q4: not reported; 2026Q1: 203 shares 203 $25.6K 0.02% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,590 shares; 2025Q4: 149 shares; 2026Q1: 122 shares 122 $24.8K 0.02% -27 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 482 shares 482 $24.5K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,803 shares; 2025Q4: 27 shares; 2026Q1: 172 shares 172 $22.2K 0.02% +145 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: 9,525 shares; 2024Q4: 16,426 shares; 2025Q1: 22,930 shares; 2025Q2: 13,807 shares; 2025Q3: 14,325 shares; 2025Q4: 425 shares; 2026Q1: 446 shares 446 $22K 0.02% +21 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,211 shares; 2024Q4: 51,802 shares; 2025Q1: 59,601 shares; 2025Q2: 62,565 shares; 2025Q3: 62,366 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $19.8K 0.02% 0 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: 3,246 shares; 2024Q4: 3,049 shares; 2025Q1: 4,121 shares; 2025Q2: 10,025 shares; 2025Q3: 9,690 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $18.9K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,798 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 2,537 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $17.6K 0.02% 0 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: 12,852 shares; 2024Q4: 25,832 shares; 2025Q1: 25,832 shares; 2025Q2: 25,871 shares; 2025Q3: 29,952 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $15.5K 0.01% 0 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: 2,729 shares; 2024Q4: 2,938 shares; 2025Q1: 3,792 shares; 2025Q2: 4,568 shares; 2025Q3: 3,691 shares; 2025Q4: 62 shares; 2026Q1: 168 shares 168 $15.1K 0.01% +106 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: 6,414 shares; 2024Q4: 5,499 shares; 2025Q1: 5,541 shares; 2025Q2: 5,553 shares; 2025Q3: 5,576 shares; 2025Q4: 122 shares; 2026Q1: 162 shares 162 $15K 0.01% +40 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,931 shares; 2025Q1: 5,025 shares; 2025Q2: 4,852 shares; 2025Q3: 4,918 shares; 2025Q4: 4 shares; 2026Q1: 91 shares 91 $13.7K 0.01% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,716 shares; 2025Q4: not reported; 2026Q1: 206 shares 206 $13.6K 0.01% new 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: not reported; 2024Q4: 922 shares; 2025Q1: 1,084 shares; 2025Q2: 1,088 shares; 2025Q3: 1,096 shares; 2025Q4: not reported; 2026Q1: 29 shares 29 $13.4K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 497 shares; 2025Q3: 460 shares; 2025Q4: not reported; 2026Q1: 19 shares 19 $13K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 91 shares 91 $12K 0.01% -20 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: 16,725 shares; 2024Q4: 16,360 shares; 2025Q1: 15,617 shares; 2025Q2: 15,778 shares; 2025Q3: 14,971 shares; 2025Q4: 141 shares; 2026Q1: 196 shares 196 $11.9K 0.01% +55 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: 13,287 shares; 2024Q4: 13,007 shares; 2025Q1: 12,843 shares; 2025Q2: 13,997 shares; 2025Q3: 14,008 shares; 2025Q4: 87 shares; 2026Q1: 88 shares 88 $9.91K 0.01% +1 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: 16,063 shares; 2024Q4: 14,785 shares; 2025Q1: 14,663 shares; 2025Q2: 14,663 shares; 2025Q3: 14,439 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $9.23K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,401 shares; 2025Q2: 4,519 shares; 2025Q3: 4,504 shares; 2025Q4: not reported; 2026Q1: 64 shares 64 $8.92K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,574 shares; 2025Q1: 2,920 shares; 2025Q2: 2,782 shares; 2025Q3: 2,888 shares; 2025Q4: 18 shares; 2026Q1: 41 shares 41 $7.65K 0.01% +23 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 207 shares 207 $7.47K 0.01% -34 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: 1,390 shares; 2024Q4: not reported; 2025Q1: 1,518 shares; 2025Q2: 1,526 shares; 2025Q3: 1,538 shares; 2025Q4: not reported; 2026Q1: 25 shares 25 $6.11K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,171 shares; 2025Q1: 1,358 shares; 2025Q2: 1,200 shares; 2025Q3: 1,204 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $5.9K 0.01% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,427 shares; 2025Q1: 24,774 shares; 2025Q2: 22,957 shares; 2025Q3: 22,638 shares; 2025Q4: 375 shares; 2026Q1: 329 shares 329 $5.51K <0.01% -46 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 361 shares; 2025Q2: 362 shares; 2025Q3: 368 shares; 2025Q4: not reported; 2026Q1: 7 shares 7 $5.1K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,287 shares; 2025Q1: 4,513 shares; 2025Q2: 4,426 shares; 2025Q3: 4,400 shares; 2025Q4: 68 shares; 2026Q1: 49 shares 49 $4.53K <0.01% -19 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 4,601 shares; 2025Q1: 3,919 shares; 2025Q2: 3,432 shares; 2025Q3: 3,407 shares; 2025Q4: 53 shares; 2026Q1: 47 shares 47 $4.27K <0.01% -6 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,339 shares; 2025Q1: 1,702 shares; 2025Q2: 2,826 shares; 2025Q3: 4,678 shares; 2025Q4: not reported; 2026Q1: 17 shares 17 $3.92K <0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,699 shares; 2025Q1: 7,519 shares; 2025Q2: 7,466 shares; 2025Q3: 7,473 shares; 2025Q4: 115 shares; 2026Q1: 81 shares 81 $3.83K <0.01% -34 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 8,639 shares; 2025Q1: 7,190 shares; 2025Q2: 6,564 shares; 2025Q3: 6,546 shares; 2025Q4: 114 shares; 2026Q1: 71 shares 71 $3.23K <0.01% -43 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,217 shares; 2025Q2: 9,728 shares; 2025Q3: 10,060 shares; 2025Q4: 161 shares; 2026Q1: 172 shares 172 $3.11K <0.01% +11 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,560 shares; 2024Q4: 44,714 shares; 2025Q1: 57,273 shares; 2025Q2: 57,690 shares; 2025Q3: 70,070 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $3.06K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12 $2.31K <0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 150 shares 150 $2.25K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,866 shares; 2025Q4: not reported; 2026Q1: 34 shares 34 $2.25K <0.01% new 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: 4,844 shares; 2024Q4: 4,722 shares; 2025Q1: 4,292 shares; 2025Q2: 4,097 shares; 2025Q3: 4,042 shares; 2025Q4: 34 shares; 2026Q1: 31 shares 31 $2.1K <0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 805 shares; 2025Q3: 1,022 shares; 2025Q4: not reported; 2026Q1: 7 shares 7 $2.04K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,765 shares; 2025Q1: 2,947 shares; 2025Q2: 3,102 shares; 2025Q3: 3,110 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $1.4K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.27K <0.01% 0 Timeline EFAV 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: 33 shares; 2026Q1: 33 shares 33 $1.24K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,220 shares; 2025Q3: 12,017 shares; 2025Q4: not reported; 2026Q1: 60 shares 60 $1.05K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,931 shares; 2025Q1: 1,913 shares; 2025Q2: 1,929 shares; 2025Q3: 2,196 shares; 2025Q4: not reported; 2026Q1: 2 shares 2 $949 <0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 5,935 shares; 2025Q1: 5,261 shares; 2025Q2: 5,044 shares; 2025Q3: 5,099 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $858 <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,689 shares; 2025Q1: 1,957 shares; 2025Q2: 1,927 shares; 2025Q3: 1,937 shares; 2025Q4: not reported; 2026Q1: 3 shares 3 $709 <0.01% new Timeline