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: 293,250 shares; 2024Q4: 297,962 shares; 2025Q1: 330,768 shares; 2025Q2: 335,000 shares; 2025Q3: 333,527 shares; 2025Q4: 316,812 shares; 2026Q1: 324,760 shares 324,760 $56.6M 6.71% +7,948 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: 146,301 shares; 2024Q4: 148,084 shares; 2025Q1: 156,767 shares; 2025Q2: 158,274 shares; 2025Q3: 163,600 shares; 2025Q4: 178,223 shares; 2026Q1: 180,729 shares 180,729 $45.9M 5.43% +2,506 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: 666,795 shares; 2024Q4: 705,092 shares; 2025Q1: 713,905 shares; 2025Q2: 724,848 shares; 2025Q3: 772,102 shares; 2025Q4: 782,226 shares; 2026Q1: 828,966 shares 828,966 $27.8M 3.29% +46,740 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: 254,162 shares; 2024Q4: 285,683 shares; 2025Q1: 547,540 shares; 2025Q2: 501,737 shares; 2025Q3: 596,689 shares; 2025Q4: 556,476 shares; 2026Q1: 538,962 shares 538,962 $27.5M 3.25% -17,514 Timeline SPSB 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: 617,366 shares; 2024Q4: 649,321 shares; 2025Q1: 824,840 shares; 2025Q2: 789,909 shares; 2025Q3: 799,016 shares; 2025Q4: 801,642 shares; 2026Q1: 854,373 shares 854,373 $25.7M 3.04% +52,731 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: 39,910 shares; 2024Q4: 43,714 shares; 2025Q1: 50,453 shares; 2025Q2: 52,825 shares; 2025Q3: 56,474 shares; 2025Q4: 56,889 shares; 2026Q1: 59,618 shares 59,618 $22.1M 2.61% +2,729 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211,303 shares 211,303 $21.3M 2.52% new Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723,454 shares; 2024Q4: 758,738 shares; 2025Q1: 766,701 shares; 2025Q2: 779,474 shares; 2025Q3: 806,141 shares; 2025Q4: 835,577 shares; 2026Q1: 881,157 shares 881,157 $19.6M 2.32% +45,580 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: 344,405 shares; 2024Q4: 357,644 shares; 2025Q1: 361,602 shares; 2025Q2: 366,077 shares; 2025Q3: 381,824 shares; 2025Q4: 395,034 shares; 2026Q1: 421,133 shares 421,133 $19.2M 2.28% +26,099 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: 19,475 shares; 2024Q4: 36,856 shares; 2025Q1: 41,585 shares; 2025Q2: 56,152 shares; 2025Q3: 56,419 shares; 2025Q4: 56,669 shares; 2026Q1: 60,478 shares 60,478 $17.3M 2.06% +3,809 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: not reported; 2024Q4: not reported; 2025Q1: 2,952 shares; 2025Q2: 150,816 shares; 2025Q3: 164,764 shares; 2025Q4: 171,875 shares; 2026Q1: 182,470 shares 182,470 $15.8M 1.87% +10,595 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: 45,410 shares; 2024Q4: 43,185 shares; 2025Q1: 42,901 shares; 2025Q2: 42,349 shares; 2025Q3: 42,499 shares; 2025Q4: 42,443 shares; 2026Q1: 35,659 shares 35,659 $15.2M 1.8% -6,784 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: 67,897 shares; 2024Q4: 67,036 shares; 2025Q1: 67,054 shares; 2025Q2: 67,711 shares; 2025Q3: 67,484 shares; 2025Q4: 67,465 shares; 2026Q1: 68,122 shares 68,122 $14.4M 1.7% +657 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: 88,027 shares; 2024Q4: 91,916 shares; 2025Q1: 91,818 shares; 2025Q2: 92,500 shares; 2025Q3: 90,874 shares; 2025Q4: 91,287 shares; 2026Q1: 93,493 shares 93,493 $13.6M 1.61% +2,206 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: 186,301 shares; 2024Q4: 193,026 shares; 2025Q1: 197,297 shares; 2025Q2: 199,478 shares; 2025Q3: 211,982 shares; 2025Q4: 225,619 shares; 2026Q1: 268,046 shares 268,046 $13.4M 1.59% +42,427 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: 24,129 shares; 2024Q4: 23,743 shares; 2025Q1: 24,707 shares; 2025Q2: 24,960 shares; 2025Q3: 23,458 shares; 2025Q4: 22,816 shares; 2026Q1: 22,631 shares 22,631 $12.9M 1.53% -185 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: 92,188 shares; 2024Q4: 101,651 shares; 2025Q1: 99,597 shares; 2025Q2: 109,233 shares; 2025Q3: 106,546 shares; 2025Q4: 113,537 shares; 2026Q1: 132,371 shares 132,371 $12.4M 1.47% +18,834 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: 200,387 shares; 2024Q4: 209,874 shares; 2025Q1: 211,669 shares; 2025Q2: 208,607 shares; 2025Q3: 110,529 shares; 2025Q4: 119,626 shares; 2026Q1: 145,921 shares 145,921 $11.6M 1.38% +26,295 Timeline EMCB 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: 128,712 shares; 2025Q4: 138,615 shares; 2026Q1: 170,657 shares 170,657 $11.2M 1.32% +32,042 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: 27,413 shares; 2024Q4: 29,378 shares; 2025Q1: 34,108 shares; 2025Q2: 35,108 shares; 2025Q3: 36,427 shares; 2025Q4: 34,412 shares; 2026Q1: 49,730 shares 49,730 $10.4M 1.23% +15,318 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: 93,375 shares; 2024Q4: 92,438 shares; 2025Q1: 91,812 shares; 2025Q2: 90,526 shares; 2025Q3: 89,016 shares; 2025Q4: 89,735 shares; 2026Q1: 80,800 shares 80,800 $10.4M 1.23% -8,935 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: 23,190 shares; 2024Q4: 23,977 shares; 2025Q1: 26,233 shares; 2025Q2: 27,445 shares; 2025Q3: 30,710 shares; 2025Q4: 32,887 shares; 2026Q1: 33,285 shares 33,285 $9.79M 1.16% +398 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: 69,085 shares; 2024Q4: 70,057 shares; 2025Q1: 73,929 shares; 2025Q2: 73,828 shares; 2025Q3: 74,101 shares; 2025Q4: 74,771 shares; 2026Q1: 77,250 shares 77,250 $9.6M 1.14% +2,479 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: 53,607 shares; 2024Q4: 52,827 shares; 2025Q1: 52,827 shares; 2025Q2: 60,806 shares; 2025Q3: 61,692 shares; 2025Q4: 62,535 shares; 2026Q1: 69,653 shares 69,653 $8.25M 0.98% +7,118 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: 88,660 shares; 2024Q4: 77,319 shares; 2025Q1: 77,852 shares; 2025Q2: 78,441 shares; 2025Q3: 79,950 shares; 2025Q4: 76,063 shares; 2026Q1: 77,060 shares 77,060 $7.54M 0.89% +997 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: 39,361 shares; 2024Q4: 40,671 shares; 2025Q1: 42,186 shares; 2025Q2: 42,760 shares; 2025Q3: 42,798 shares; 2025Q4: 43,610 shares; 2026Q1: 44,436 shares 44,436 $7.31M 0.87% +826 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,920 shares; 2024Q4: 11,535 shares; 2025Q1: 12,769 shares; 2025Q2: 12,592 shares; 2025Q3: 12,752 shares; 2025Q4: 12,881 shares; 2026Q1: 10,090 shares 10,090 $7.15M 0.85% -2,791 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: 7,402 shares; 2024Q4: 6,353 shares; 2025Q1: 7,198 shares; 2025Q2: 9,182 shares; 2025Q3: 11,653 shares; 2025Q4: 64,752 shares; 2026Q1: 51,576 shares 51,576 $6.85M 0.81% -13,176 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,943 shares; 2024Q4: 29,885 shares; 2025Q1: 33,550 shares; 2025Q2: 36,491 shares; 2025Q3: 36,752 shares; 2025Q4: 37,634 shares; 2026Q1: 39,356 shares 39,356 $6.46M 0.77% +1,722 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: 63,433 shares; 2024Q4: 84,116 shares; 2025Q1: 89,408 shares; 2025Q2: 93,208 shares; 2025Q3: 96,954 shares; 2025Q4: 102,267 shares; 2026Q1: 105,294 shares 105,294 $6.43M 0.76% +3,027 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 11,325 shares; 2025Q1: 11,810 shares; 2025Q2: 12,023 shares; 2025Q3: 12,225 shares; 2025Q4: 12,707 shares; 2026Q1: 13,080 shares 13,080 $6.42M 0.76% +373 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,876 shares; 2024Q4: 20,308 shares; 2025Q1: 20,254 shares; 2025Q2: 20,001 shares; 2025Q3: 21,465 shares; 2025Q4: 21,858 shares; 2026Q1: 20,356 shares 20,356 $6.39M 0.76% -1,502 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,268 shares; 2024Q4: 79,928 shares; 2025Q1: 114,883 shares; 2025Q2: 113,350 shares; 2025Q3: 112,103 shares; 2025Q4: 113,598 shares; 2026Q1: 128,462 shares 128,462 $6.29M 0.74% +14,864 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,323 shares; 2024Q4: 102,163 shares; 2025Q1: 103,730 shares; 2025Q2: 106,574 shares; 2025Q3: 111,063 shares; 2025Q4: 108,031 shares; 2026Q1: 110,878 shares 110,878 $6.27M 0.74% +2,847 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: 13,209 shares; 2024Q4: 13,863 shares; 2025Q1: 14,543 shares; 2025Q2: 14,768 shares; 2025Q3: 14,806 shares; 2025Q4: 15,034 shares; 2026Q1: 11,512 shares 11,512 $6.19M 0.73% -3,522 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,770 shares; 2024Q4: 39,459 shares; 2025Q1: 42,906 shares; 2025Q2: 44,450 shares; 2025Q3: 45,837 shares; 2025Q4: 46,490 shares; 2026Q1: 35,437 shares 35,437 $6.1M 0.72% -11,053 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: 16,193 shares; 2024Q4: 17,473 shares; 2025Q1: 18,421 shares; 2025Q2: 18,542 shares; 2025Q3: 18,759 shares; 2025Q4: 19,072 shares; 2026Q1: 19,357 shares 19,357 $6.08M 0.72% +285 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 12,973 shares; 2025Q1: 13,987 shares; 2025Q2: 15,161 shares; 2025Q3: 15,499 shares; 2025Q4: 15,990 shares; 2026Q1: 16,786 shares 16,786 $5.91M 0.7% +796 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: 15,702 shares; 2024Q4: 16,604 shares; 2025Q1: 17,782 shares; 2025Q2: 17,772 shares; 2025Q3: 18,058 shares; 2025Q4: 18,566 shares; 2026Q1: 19,422 shares 19,422 $5.87M 0.7% +856 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,771 shares; 2024Q4: 33,873 shares; 2025Q1: 35,613 shares; 2025Q2: 35,624 shares; 2025Q3: 35,865 shares; 2025Q4: 36,169 shares; 2026Q1: 27,759 shares 27,759 $5.87M 0.69% -8,410 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 40,861 shares; 2025Q4: 42,502 shares; 2026Q1: 32,610 shares 32,610 $5.85M 0.69% -9,892 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: 101,445 shares; 2024Q4: 97,997 shares; 2025Q1: 116,650 shares; 2025Q2: 119,187 shares; 2025Q3: 124,643 shares; 2025Q4: 121,246 shares; 2026Q1: 127,626 shares 127,626 $5.83M 0.69% +6,380 Timeline IMTM 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: 69,399 shares; 2024Q4: 70,797 shares; 2025Q1: 92,996 shares; 2025Q2: 91,744 shares; 2025Q3: 92,038 shares; 2025Q4: 94,133 shares; 2026Q1: 121,278 shares 121,278 $5.82M 0.69% +27,145 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,596 shares; 2024Q4: 16,494 shares; 2025Q1: 17,426 shares; 2025Q2: 17,659 shares; 2025Q3: 17,722 shares; 2025Q4: 18,462 shares; 2026Q1: 19,077 shares 19,077 $5.8M 0.69% +615 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: 138,044 shares; 2024Q4: 153,697 shares; 2025Q1: 164,050 shares; 2025Q2: 170,387 shares; 2025Q3: 176,648 shares; 2025Q4: 186,403 shares; 2026Q1: 199,032 shares 199,032 $5.77M 0.68% +12,629 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: 69,976 shares; 2024Q4: 73,924 shares; 2025Q1: 78,739 shares; 2025Q2: 84,911 shares; 2025Q3: 85,846 shares; 2025Q4: 88,357 shares; 2026Q1: 91,476 shares 91,476 $5.66M 0.67% +3,119 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: 34,485 shares; 2024Q4: 36,965 shares; 2025Q1: 39,640 shares; 2025Q2: 39,931 shares; 2025Q3: 40,051 shares; 2025Q4: 41,610 shares; 2026Q1: 43,166 shares 43,166 $5.65M 0.67% +1,556 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: 12,920 shares; 2024Q4: 14,157 shares; 2025Q1: 14,654 shares; 2025Q2: 48,439 shares; 2025Q3: 49,912 shares; 2025Q4: 52,729 shares; 2026Q1: 45,775 shares 45,775 $5.51M 0.65% -6,954 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: 4,522 shares; 2024Q4: 11,160 shares; 2025Q1: 11,851 shares; 2025Q2: 14,246 shares; 2025Q3: 25,708 shares; 2025Q4: 27,192 shares; 2026Q1: 29,083 shares 29,083 $5.43M 0.64% +1,891 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,540 shares; 2024Q4: 24,339 shares; 2025Q1: 25,350 shares; 2025Q2: 25,765 shares; 2025Q3: 26,040 shares; 2025Q4: 26,921 shares; 2026Q1: 27,692 shares 27,692 $5.43M 0.64% +771 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: 14,074 shares; 2024Q4: 14,686 shares; 2025Q1: 14,965 shares; 2025Q2: 15,395 shares; 2025Q3: 15,138 shares; 2025Q4: 15,307 shares; 2026Q1: 16,423 shares 16,423 $5.4M 0.64% +1,116 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,540 shares; 2024Q4: 40,524 shares; 2025Q1: 42,733 shares; 2025Q2: 46,747 shares; 2025Q3: 47,356 shares; 2025Q4: 48,836 shares; 2026Q1: 51,462 shares 51,462 $5.27M 0.62% +2,626 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: 26,136 shares; 2024Q4: 28,319 shares; 2025Q1: 30,171 shares; 2025Q2: 31,793 shares; 2025Q3: 32,359 shares; 2025Q4: 34,480 shares; 2026Q1: 37,362 shares 37,362 $4.81M 0.57% +2,882 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: 6,240 shares; 2024Q4: 6,320 shares; 2025Q1: 77,640 shares; 2025Q2: 73,095 shares; 2025Q3: 72,163 shares; 2025Q4: 70,454 shares; 2026Q1: 42,917 shares 42,917 $4.76M 0.56% -27,537 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: 34,636 shares; 2024Q4: 38,616 shares; 2025Q1: 40,119 shares; 2025Q2: 40,670 shares; 2025Q3: 41,118 shares; 2025Q4: 41,776 shares; 2026Q1: 33,376 shares 33,376 $4.65M 0.55% -8,400 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,804 shares; 2024Q4: 19,359 shares; 2025Q1: 20,472 shares; 2025Q2: 20,775 shares; 2025Q3: 21,606 shares; 2025Q4: 23,178 shares; 2026Q1: 25,805 shares 25,805 $4.48M 0.53% +2,627 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,354 shares; 2025Q1: 14,256 shares; 2025Q2: 16,775 shares; 2025Q3: 18,153 shares; 2025Q4: 19,387 shares; 2026Q1: 20,852 shares 20,852 $4.33M 0.51% +1,465 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,055 shares; 2025Q1: 2,997 shares; 2025Q2: 3,424 shares; 2025Q3: 3,839 shares; 2025Q4: 23,389 shares; 2026Q1: 20,949 shares 20,949 $4.26M 0.5% -2,440 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: 5,787 shares; 2024Q4: 6,276 shares; 2025Q1: 8,847 shares; 2025Q2: 8,473 shares; 2025Q3: 12,467 shares; 2025Q4: 14,059 shares; 2026Q1: 14,488 shares 14,488 $4.17M 0.49% +429 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,426 shares; 2024Q4: 25,045 shares; 2025Q1: 27,459 shares; 2025Q2: 28,457 shares; 2025Q3: 29,319 shares; 2025Q4: 30,738 shares; 2026Q1: 32,424 shares 32,424 $4.13M 0.49% +1,686 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: 33,205 shares; 2024Q4: 35,515 shares; 2025Q1: 37,461 shares; 2025Q2: 38,296 shares; 2025Q3: 38,539 shares; 2025Q4: 40,020 shares; 2026Q1: 31,157 shares 31,157 $4.08M 0.48% -8,863 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,342 shares; 2024Q4: 12,361 shares; 2025Q1: 13,392 shares; 2025Q2: 13,749 shares; 2025Q3: 14,556 shares; 2025Q4: 15,256 shares; 2026Q1: 12,057 shares 12,057 $3.93M 0.47% -3,199 Timeline DDWM 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: 74,422 shares; 2024Q4: 79,579 shares; 2025Q1: 102,797 shares; 2025Q2: 101,198 shares; 2025Q3: 99,667 shares; 2025Q4: 99,945 shares; 2026Q1: 87,109 shares 87,109 $3.84M 0.46% -12,836 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 19,276 shares; 2025Q1: 20,453 shares; 2025Q2: 20,652 shares; 2025Q3: 20,882 shares; 2025Q4: 21,793 shares; 2026Q1: 23,371 shares 23,371 $3.8M 0.45% +1,578 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 14,016 shares; 2025Q1: 15,209 shares; 2025Q2: 15,811 shares; 2025Q3: 16,299 shares; 2025Q4: 17,203 shares; 2026Q1: 13,670 shares 13,670 $3.56M 0.42% -3,533 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: not reported; 2024Q4: not reported; 2025Q1: 1,442 shares; 2025Q2: 1,256 shares; 2025Q3: 12,604 shares; 2025Q4: 12,986 shares; 2026Q1: 13,886 shares 13,886 $3.37M 0.4% +900 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 11,978 shares; 2025Q1: 13,555 shares; 2025Q2: 14,184 shares; 2025Q3: 15,222 shares; 2025Q4: 16,562 shares; 2026Q1: 17,637 shares 17,637 $3.18M 0.38% +1,075 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: 22,851 shares; 2024Q4: 28,364 shares; 2025Q1: 29,355 shares; 2025Q2: 30,993 shares; 2025Q3: 32,284 shares; 2025Q4: 31,416 shares; 2026Q1: 32,293 shares 32,293 $3.1M 0.37% +877 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: 7,069 shares; 2024Q4: 6,900 shares; 2025Q1: 6,518 shares; 2025Q2: 6,632 shares; 2025Q3: 7,423 shares; 2025Q4: 7,891 shares; 2026Q1: 8,170 shares 8,170 $3.04M 0.36% +279 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,693 shares; 2024Q4: 30,864 shares; 2025Q1: 31,932 shares; 2025Q2: 33,813 shares; 2025Q3: 35,288 shares; 2025Q4: 34,509 shares; 2026Q1: 35,379 shares 35,379 $3.01M 0.36% +870 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,155 shares; 2025Q4: 19,474 shares; 2026Q1: 28,709 shares 28,709 $2.98M 0.35% +9,235 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: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.34% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 11,822 shares; 2025Q3: 12,612 shares; 2025Q4: 13,342 shares; 2026Q1: 14,361 shares 14,361 $2.85M 0.34% +1,019 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: 24,699 shares; 2024Q4: 27,708 shares; 2025Q1: 42,710 shares; 2025Q2: 42,031 shares; 2025Q3: 41,438 shares; 2025Q4: 41,874 shares; 2026Q1: 46,337 shares 46,337 $2.78M 0.33% +4,463 Timeline DGRE 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: 53,801 shares; 2024Q4: 57,256 shares; 2025Q1: 83,812 shares; 2025Q2: 82,336 shares; 2025Q3: 81,987 shares; 2025Q4: 82,464 shares; 2026Q1: 83,737 shares 83,737 $2.77M 0.33% +1,273 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: 46,102 shares; 2024Q4: 46,414 shares; 2025Q1: 52,804 shares; 2025Q2: 54,454 shares; 2025Q3: 56,488 shares; 2025Q4: 54,946 shares; 2026Q1: 57,809 shares 57,809 $2.71M 0.32% +2,863 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,675 shares; 2025Q4: 17,718 shares; 2026Q1: 28,050 shares 28,050 $2.71M 0.32% +10,332 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: 18,340 shares; 2024Q4: 17,283 shares; 2025Q1: 25,547 shares; 2025Q2: 28,846 shares; 2025Q3: 32,623 shares; 2025Q4: 32,834 shares; 2026Q1: 34,747 shares 34,747 $2.7M 0.32% +1,913 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: 23,952 shares; 2024Q4: 25,072 shares; 2025Q1: 26,040 shares; 2025Q2: 26,004 shares; 2025Q3: 26,507 shares; 2025Q4: 25,407 shares; 2026Q1: 26,378 shares 26,378 $2.62M 0.31% +971 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,501 shares; 2024Q4: 33,501 shares; 2025Q1: 33,105 shares; 2025Q2: 33,105 shares; 2025Q3: 33,108 shares; 2025Q4: 33,110 shares; 2026Q1: 33,169 shares 33,169 $2.61M 0.31% +59 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 4,996 shares; 2025Q1: 3,302 shares; 2025Q2: 2,964 shares; 2025Q3: 3,802 shares; 2025Q4: 4,149 shares; 2026Q1: 4,227 shares 4,227 $2.53M 0.3% +78 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: 7,990 shares; 2024Q4: 7,343 shares; 2025Q1: 7,954 shares; 2025Q2: 8,059 shares; 2025Q3: 9,544 shares; 2025Q4: 10,527 shares; 2026Q1: 11,067 shares 11,067 $2.41M 0.29% +540 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: 11,631 shares; 2024Q4: 11,536 shares; 2025Q1: 13,165 shares; 2025Q2: 12,914 shares; 2025Q3: 13,895 shares; 2025Q4: 12,936 shares; 2026Q1: 14,066 shares 14,066 $2.39M 0.28% +1,130 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: 16,226 shares; 2024Q4: 16,226 shares; 2025Q1: 16,227 shares; 2025Q2: 16,227 shares; 2025Q3: 16,227 shares; 2025Q4: 16,227 shares; 2026Q1: 16,227 shares 16,227 $2.37M 0.28% 0 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: 3,960 shares; 2024Q4: 4,118 shares; 2025Q1: 5,673 shares; 2025Q2: 6,388 shares; 2025Q3: 6,394 shares; 2025Q4: 6,473 shares; 2026Q1: 6,587 shares 6,587 $2.23M 0.26% +114 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: 3,657 shares; 2024Q4: 3,518 shares; 2025Q1: 3,914 shares; 2025Q2: 3,668 shares; 2025Q3: 4,191 shares; 2025Q4: 4,204 shares; 2026Q1: 4,408 shares 4,408 $2.11M 0.25% +204 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: 4,153 shares; 2024Q4: 5,419 shares; 2025Q1: 5,377 shares; 2025Q2: 3,556 shares; 2025Q3: 4,134 shares; 2025Q4: 4,804 shares; 2026Q1: 4,822 shares 4,822 $2.11M 0.25% +18 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: 2,766 shares; 2024Q4: 2,767 shares; 2025Q1: 2,655 shares; 2025Q2: 2,675 shares; 2025Q3: 2,664 shares; 2025Q4: 2,726 shares; 2026Q1: 3,230 shares 3,230 $2.1M 0.25% +504 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,475 shares; 2025Q1: 1,953 shares; 2025Q2: 1,966 shares; 2025Q3: 2,031 shares; 2025Q4: 2,114 shares; 2026Q1: 2,189 shares 2,189 $2.01M 0.24% +75 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: 19,651 shares; 2024Q4: 12,061 shares; 2025Q1: 17,745 shares; 2025Q2: 8,646 shares; 2025Q3: 8,669 shares; 2025Q4: 19,362 shares; 2026Q1: 19,304 shares 19,304 $1.97M 0.23% -58 Timeline FNDE 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: 49,192 shares; 2024Q4: 49,460 shares; 2025Q1: 49,593 shares; 2025Q2: 49,070 shares; 2025Q3: 49,841 shares; 2025Q4: 49,643 shares; 2026Q1: 50,761 shares 50,761 $1.94M 0.23% +1,118 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: 30,525 shares; 2024Q4: not reported; 2025Q1: 18,150 shares; 2025Q2: 23,706 shares; 2025Q3: 27,850 shares; 2025Q4: 26,572 shares; 2026Q1: 26,316 shares 26,316 $1.84M 0.22% -256 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 5,047 shares; 2025Q3: 7,942 shares; 2025Q4: 12,132 shares; 2026Q1: 18,600 shares 18,600 $1.65M 0.19% +6,468 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: not reported; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 9,628 shares; 2025Q3: 13,114 shares; 2025Q4: 17,729 shares; 2026Q1: 29,276 shares 29,276 $1.58M 0.19% +11,547 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: 751 shares; 2024Q4: 900 shares; 2025Q1: 1,073 shares; 2025Q2: 1,083 shares; 2025Q3: 1,122 shares; 2025Q4: 12,762 shares; 2026Q1: 16,210 shares 16,210 $1.56M 0.18% +3,448 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: 3,571 shares; 2024Q4: 2,710 shares; 2025Q1: 3,148 shares; 2025Q2: 2,819 shares; 2025Q3: 3,292 shares; 2025Q4: 4,271 shares; 2026Q1: 4,933 shares 4,933 $1.53M 0.18% +662 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: 20,966 shares; 2024Q4: 20,966 shares; 2025Q1: 20,966 shares; 2025Q2: 20,966 shares; 2025Q3: 20,966 shares; 2025Q4: 20,888 shares; 2026Q1: 20,888 shares 20,888 $1.47M 0.17% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,494 shares; 2025Q1: 9,494 shares; 2025Q2: 9,395 shares; 2025Q3: 9,395 shares; 2025Q4: 9,395 shares; 2026Q1: 9,395 shares 9,395 $1.42M 0.17% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 895 shares; 2025Q1: 1,209 shares; 2025Q2: 1,230 shares; 2025Q3: 1,334 shares; 2025Q4: 1,645 shares; 2026Q1: 2,388 shares 2,388 $1.38M 0.16% +743 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: 4,760 shares; 2024Q4: 4,630 shares; 2025Q1: 5,232 shares; 2025Q2: 5,242 shares; 2025Q3: 6,217 shares; 2025Q4: 5,790 shares; 2026Q1: 6,542 shares 6,542 $1.35M 0.16% +752 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: 7,508 shares; 2024Q4: 5,003 shares; 2025Q1: 5,974 shares; 2025Q2: 6,631 shares; 2025Q3: 8,033 shares; 2025Q4: 8,364 shares; 2026Q1: 9,038 shares 9,038 $1.33M 0.16% +674 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: 12,737 shares; 2024Q4: 12,737 shares; 2025Q1: 12,737 shares; 2025Q2: 12,837 shares; 2025Q3: 12,961 shares; 2025Q4: 12,961 shares; 2026Q1: 12,961 shares 12,961 $1.26M 0.15% 0 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: 126,578 shares; 2024Q4: 90,143 shares; 2025Q1: not reported; 2025Q2: 2,954 shares; 2025Q3: 4,592 shares; 2025Q4: 4,337 shares; 2026Q1: 13,625 shares 13,625 $1.25M 0.15% +9,288 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: 1,165 shares; 2024Q4: 1,371 shares; 2025Q1: 1,400 shares; 2025Q2: 1,376 shares; 2025Q3: 1,989 shares; 2025Q4: 2,365 shares; 2026Q1: 2,856 shares 2,856 $1.23M 0.15% +491 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: 10,428 shares; 2024Q4: 14,910 shares; 2025Q1: 10,865 shares; 2025Q2: 12,250 shares; 2025Q3: 12,418 shares; 2025Q4: 11,997 shares; 2026Q1: 12,248 shares 12,248 $1.16M 0.14% +251 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 9,872 shares; 2025Q3: 9,834 shares; 2025Q4: 10,088 shares; 2026Q1: 10,131 shares 10,131 $1.15M 0.14% +43 Timeline CSD 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $1.13M 0.13% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: 14,157 shares; 2025Q1: 10,426 shares; 2025Q2: 11,227 shares; 2025Q3: 11,553 shares; 2025Q4: 11,221 shares; 2026Q1: 11,502 shares 11,502 $1.11M 0.13% +281 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: 2,585 shares; 2024Q4: 2,283 shares; 2025Q1: 4,908 shares; 2025Q2: 6,078 shares; 2025Q3: 6,056 shares; 2025Q4: 6,092 shares; 2026Q1: 6,712 shares 6,712 $1.11M 0.13% +620 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: 166,920 shares; 2024Q4: 164,073 shares; 2025Q1: 56,564 shares; 2025Q2: 15,688 shares; 2025Q3: 19,170 shares; 2025Q4: 19,677 shares; 2026Q1: 21,690 shares 21,690 $1.07M 0.13% +2,013 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 13,184 shares; 2025Q1: 11,724 shares; 2025Q2: 11,724 shares; 2025Q3: 11,724 shares; 2025Q4: 11,724 shares; 2026Q1: 11,397 shares 11,397 $1.04M 0.12% -327 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: 3,705 shares; 2024Q4: 3,520 shares; 2025Q1: 3,318 shares; 2025Q2: 3,992 shares; 2025Q3: 5,164 shares; 2025Q4: 4,039 shares; 2026Q1: 4,146 shares 4,146 $1.01M 0.12% +107 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: 4,067 shares; 2024Q4: 3,881 shares; 2025Q1: 4,639 shares; 2025Q2: 4,453 shares; 2025Q3: 5,618 shares; 2025Q4: 5,489 shares; 2026Q1: 6,990 shares 6,990 $1.01M 0.12% +1,501 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: 348 shares; 2024Q4: 352 shares; 2025Q1: 684 shares; 2025Q2: 693 shares; 2025Q3: 830 shares; 2025Q4: 828 shares; 2026Q1: 1,013 shares 1,013 $1.01M 0.12% +185 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: 4,740 shares; 2024Q4: 4,744 shares; 2025Q1: 4,712 shares; 2025Q2: 4,719 shares; 2025Q3: 4,659 shares; 2025Q4: 4,699 shares; 2026Q1: 4,675 shares 4,675 $1.01M 0.12% -24 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: 799 shares; 2024Q4: 1,107 shares; 2025Q1: 1,599 shares; 2025Q2: 1,636 shares; 2025Q3: 1,707 shares; 2025Q4: 1,692 shares; 2026Q1: 1,991 shares 1,991 $995K 0.12% +299 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: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,939 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 4,504 shares; 2026Q1: 4,504 shares 4,504 $962K 0.11% 0 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: 1,716 shares; 2024Q4: 1,918 shares; 2025Q1: 2,133 shares; 2025Q2: 3,190 shares; 2025Q3: 3,319 shares; 2025Q4: 3,447 shares; 2026Q1: 3,935 shares 3,935 $961K 0.11% +488 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: 6,882 shares; 2024Q4: 6,887 shares; 2025Q1: 14,201 shares; 2025Q2: 14,204 shares; 2025Q3: 14,373 shares; 2025Q4: 13,729 shares; 2026Q1: 13,729 shares 13,729 $927K 0.11% 0 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: 4,364 shares; 2024Q4: 4,372 shares; 2025Q1: 4,563 shares; 2025Q2: 4,942 shares; 2025Q3: 8,459 shares; 2025Q4: 11,259 shares; 2026Q1: 11,859 shares 11,859 $891K 0.11% +600 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: 5,617 shares; 2024Q4: 5,440 shares; 2025Q1: 6,208 shares; 2025Q2: 5,702 shares; 2025Q3: 6,531 shares; 2025Q4: 6,059 shares; 2026Q1: 5,998 shares 5,998 $882K 0.1% -61 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: 2,604 shares; 2025Q1: 3,034 shares; 2025Q2: 1,774 shares; 2025Q3: 1,777 shares; 2025Q4: 3,003 shares; 2026Q1: 3,564 shares 3,564 $881K 0.1% +561 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,786 shares; 2024Q4: 40,136 shares; 2025Q1: 46,536 shares; 2025Q2: 45,536 shares; 2025Q3: 45,536 shares; 2025Q4: 46,036 shares; 2026Q1: 44,111 shares 44,111 $880K 0.1% -1,925 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,043 shares; 2025Q1: 9,795 shares; 2025Q2: 9,784 shares; 2025Q3: 9,547 shares; 2025Q4: 9,231 shares; 2026Q1: 9,400 shares 9,400 $877K 0.1% +169 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 3,345 shares; 2025Q2: 3,396 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,488 shares 3,488 $865K 0.1% +88 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: 10,116 shares; 2024Q4: 9,582 shares; 2025Q1: 9,577 shares; 2025Q2: 9,043 shares; 2025Q3: 10,931 shares; 2025Q4: 11,116 shares; 2026Q1: 11,195 shares 11,195 $851K 0.1% +79 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: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,824 shares; 2025Q2: 4,804 shares; 2025Q3: 4,860 shares; 2025Q4: 4,646 shares; 2026Q1: 4,506 shares 4,506 $818K 0.1% -140 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: 2,564 shares; 2024Q4: 36,697 shares; 2025Q1: 2,232 shares; 2025Q2: 3,594 shares; 2025Q3: 3,199 shares; 2025Q4: 6,574 shares; 2026Q1: 7,396 shares 7,396 $806K 0.1% +822 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: 2,037 shares; 2024Q4: 2,416 shares; 2025Q1: 3,517 shares; 2025Q2: 3,579 shares; 2025Q3: 3,797 shares; 2025Q4: 3,808 shares; 2026Q1: 4,976 shares 4,976 $795K 0.09% +1,168 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,286 shares; 2025Q2: 9,429 shares; 2025Q3: 9,904 shares; 2025Q4: 10,070 shares; 2026Q1: 11,666 shares 11,666 $770K 0.09% +1,596 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: 27,584 shares; 2024Q4: 4,212 shares; 2025Q1: 24,582 shares; 2025Q2: 16,423 shares; 2025Q3: 19,830 shares; 2025Q4: 8,494 shares; 2026Q1: 8,461 shares 8,461 $766K 0.09% -33 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: 924 shares; 2024Q4: 739 shares; 2025Q1: 885 shares; 2025Q2: 835 shares; 2025Q3: 2,335 shares; 2025Q4: 2,234 shares; 2026Q1: 2,276 shares 2,276 $748K 0.09% +42 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 10,543 shares; 2025Q1: 12,443 shares; 2025Q2: 12,343 shares; 2025Q3: 13,243 shares; 2025Q4: 14,543 shares; 2026Q1: 14,563 shares 14,563 $738K 0.09% +20 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 7,302 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares; 2025Q4: 7,302 shares; 2026Q1: 7,302 shares 7,302 $732K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,968 shares; 2025Q3: 5,459 shares; 2025Q4: 5,408 shares; 2026Q1: 6,679 shares 6,679 $723K 0.09% +1,271 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 1,964 shares; 2025Q4: 3,593 shares; 2026Q1: 4,866 shares 4,866 $712K 0.08% +1,273 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 3,077 shares; 2025Q1: 3,226 shares; 2025Q2: 3,581 shares; 2025Q3: 3,906 shares; 2025Q4: 4,164 shares; 2026Q1: 4,385 shares 4,385 $709K 0.08% +221 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,725 shares; 2025Q1: 7,825 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 9,875 shares; 2026Q1: 19,430 shares 19,430 $688K 0.08% +9,555 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 343 shares; 2025Q4: 484 shares; 2026Q1: 461 shares 461 $679K 0.08% -23 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: 21,975 shares; 2024Q4: 24,108 shares; 2025Q1: 26,257 shares; 2025Q2: 27,555 shares; 2025Q3: 4,288 shares; 2025Q4: 4,286 shares; 2026Q1: 4,359 shares 4,359 $677K 0.08% +73 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: 6,934 shares; 2024Q4: 6,547 shares; 2025Q1: 8,297 shares; 2025Q2: 11,197 shares; 2025Q3: 11,197 shares; 2025Q4: 13,997 shares; 2026Q1: 13,392 shares 13,392 $668K 0.08% -605 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: 6,684 shares; 2024Q4: 5,706 shares; 2025Q1: 6,137 shares; 2025Q2: 5,316 shares; 2025Q3: 5,323 shares; 2025Q4: 5,001 shares; 2026Q1: 5,044 shares 5,044 $666K 0.08% +43 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 2,917 shares; 2025Q1: 2,945 shares; 2025Q2: 2,935 shares; 2025Q3: 2,928 shares; 2025Q4: 2,960 shares; 2026Q1: 3,040 shares 3,040 $658K 0.08% +80 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 1,611 shares; 2025Q3: 3,149 shares; 2025Q4: 3,349 shares; 2026Q1: 3,363 shares 3,363 $649K 0.08% +14 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: 1,921 shares; 2024Q4: not reported; 2025Q1: 4,011 shares; 2025Q2: 3,924 shares; 2025Q3: 6,299 shares; 2025Q4: 6,262 shares; 2026Q1: 6,312 shares 6,312 $648K 0.08% +50 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 2,928 shares; 2025Q1: 2,335 shares; 2025Q2: 2,606 shares; 2025Q3: 1,830 shares; 2025Q4: 3,340 shares; 2026Q1: 4,158 shares 4,158 $646K 0.08% +818 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,525 shares; 2025Q2: 1,860 shares; 2025Q3: 1,993 shares; 2025Q4: 1,528 shares; 2026Q1: 1,598 shares 1,598 $636K 0.08% +70 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,673 shares; 2025Q2: 2,799 shares; 2025Q3: 2,753 shares; 2025Q4: 2,752 shares; 2026Q1: 2,747 shares 2,747 $633K 0.08% -5 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,957 shares; 2026Q1: 32,857 shares 32,857 $624K 0.07% +9,900 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,060 shares; 2024Q4: 7,934 shares; 2025Q1: 9,534 shares; 2025Q2: 9,475 shares; 2025Q3: 11,138 shares; 2025Q4: 9,591 shares; 2026Q1: 9,548 shares 9,548 $623K 0.07% -43 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,419 shares; 2024Q4: 26,944 shares; 2025Q1: 28,644 shares; 2025Q2: 23,369 shares; 2025Q3: 23,719 shares; 2025Q4: 27,319 shares; 2026Q1: 26,871 shares 26,871 $609K 0.07% -448 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,872 shares; 2025Q2: 10,354 shares; 2025Q3: 11,613 shares; 2025Q4: 9,257 shares; 2026Q1: 7,902 shares 7,902 $573K 0.07% -1,355 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: 25,302 shares; 2024Q4: 24,673 shares; 2025Q1: 24,206 shares; 2025Q2: 29,700 shares; 2025Q3: 13,957 shares; 2025Q4: 11,103 shares; 2026Q1: 11,290 shares 11,290 $567K 0.07% +187 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: 6,360 shares; 2024Q4: 6,365 shares; 2025Q1: 7,297 shares; 2025Q2: 7,172 shares; 2025Q3: 6,226 shares; 2025Q4: 6,796 shares; 2026Q1: 7,031 shares 7,031 $560K 0.07% +235 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: 46,394 shares; 2024Q4: 46,149 shares; 2025Q1: 47,200 shares; 2025Q2: 47,199 shares; 2025Q3: 47,242 shares; 2025Q4: 47,349 shares; 2026Q1: 48,088 shares 48,088 $555K 0.07% +739 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 9,127 shares; 2026Q1: 10,653 shares 10,653 $533K 0.06% +1,526 Timeline USHY 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: 9,350 shares; 2024Q4: 26,820 shares; 2025Q1: 11,460 shares; 2025Q2: 22,939 shares; 2025Q3: 19,970 shares; 2025Q4: 14,561 shares; 2026Q1: 14,096 shares 14,096 $519K 0.06% -465 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: 932 shares; 2024Q4: 828 shares; 2025Q1: 789 shares; 2025Q2: 791 shares; 2025Q3: 728 shares; 2025Q4: 777 shares; 2026Q1: 855 shares 855 $517K 0.06% +78 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 18,200 shares; 2025Q1: 18,700 shares; 2025Q2: 20,700 shares; 2025Q3: 22,250 shares; 2025Q4: 25,150 shares; 2026Q1: 25,145 shares 25,145 $504K 0.06% -5 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: 567 shares; 2025Q1: 1,218 shares; 2025Q2: 1,233 shares; 2025Q3: 1,340 shares; 2025Q4: 1,339 shares; 2026Q1: 1,090 shares 1,090 $502K 0.06% -249 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,853 shares 16,853 $502K 0.06% new 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: 9,787 shares; 2024Q4: 9,985 shares; 2025Q1: 10,801 shares; 2025Q2: 11,006 shares; 2025Q3: 10,077 shares; 2025Q4: 10,272 shares; 2026Q1: 10,300 shares 10,300 $502K 0.06% +28 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: 10,021 shares; 2024Q4: 10,029 shares; 2025Q1: 8,433 shares; 2025Q2: 8,398 shares; 2025Q3: 8,427 shares; 2025Q4: 7,686 shares; 2026Q1: 8,230 shares 8,230 $499K 0.06% +544 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,656 shares 9,656 $492K 0.06% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 2,768 shares; 2025Q2: 2,734 shares; 2025Q3: 2,763 shares; 2025Q4: 2,992 shares; 2026Q1: 3,189 shares 3,189 $487K 0.06% +197 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,453 shares; 2025Q1: 1,571 shares; 2025Q2: 1,570 shares; 2025Q3: 1,650 shares; 2025Q4: 1,699 shares; 2026Q1: 2,163 shares 2,163 $485K 0.06% +464 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: 1,972 shares; 2025Q2: 1,988 shares; 2025Q3: 2,236 shares; 2025Q4: 2,079 shares; 2026Q1: 3,021 shares 3,021 $484K 0.06% +942 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: not reported; 2024Q4: not reported; 2025Q1: 11,540 shares; 2025Q2: 11,540 shares; 2025Q3: 11,540 shares; 2025Q4: 18,434 shares; 2026Q1: 21,039 shares 21,039 $483K 0.06% +2,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,327 shares 19,327 $478K 0.06% new 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: 7,649 shares; 2024Q4: 6,139 shares; 2025Q1: 6,701 shares; 2025Q2: 7,215 shares; 2025Q3: 7,246 shares; 2025Q4: 7,253 shares; 2026Q1: 7,333 shares 7,333 $470K 0.06% +80 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: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 4,394 shares; 2026Q1: 4,394 shares 4,394 $466K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,212 shares; 2025Q1: 3,022 shares; 2025Q2: 2,787 shares; 2025Q3: 3,814 shares; 2025Q4: 7,170 shares; 2026Q1: 7,406 shares 7,406 $454K 0.05% +236 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 541 shares; 2026Q1: 534 shares 534 $451K 0.05% -7 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,548 shares; 2025Q1: 2,047 shares; 2025Q2: 1,871 shares; 2025Q3: 1,393 shares; 2025Q4: 1,449 shares; 2026Q1: 1,445 shares 1,445 $449K 0.05% -4 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: 2,929 shares; 2024Q4: 2,964 shares; 2025Q1: 3,703 shares; 2025Q2: 3,175 shares; 2025Q3: 3,189 shares; 2025Q4: 3,773 shares; 2026Q1: 3,775 shares 3,775 $448K 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,212 shares; 2025Q4: 1,205 shares; 2026Q1: 1,030 shares 1,030 $447K 0.05% -175 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: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 2,839 shares; 2025Q3: 3,119 shares; 2025Q4: 3,236 shares; 2026Q1: 4,810 shares 4,810 $444K 0.05% +1,574 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 317 shares; 2025Q3: 360 shares; 2025Q4: 369 shares; 2026Q1: 507 shares 507 $439K 0.05% +138 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 878 shares; 2026Q1: 1,272 shares 1,272 $437K 0.05% +394 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,536 shares 8,536 $425K 0.05% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: 851 shares; 2025Q3: 969 shares; 2025Q4: not reported; 2026Q1: 1,493 shares 1,493 $424K 0.05% new 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: 4,662 shares; 2024Q4: 4,542 shares; 2025Q1: 4,564 shares; 2025Q2: 11,724 shares; 2025Q3: 6,737 shares; 2025Q4: 6,646 shares; 2026Q1: 5,106 shares 5,106 $423K 0.05% -1,540 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: 4,781 shares; 2024Q4: 4,453 shares; 2025Q1: 4,469 shares; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares; 2026Q1: 4,637 shares 4,637 $411K 0.05% +200 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,066 shares 12,066 $409K 0.05% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,052 shares; 2025Q3: 4,124 shares; 2025Q4: 4,157 shares; 2026Q1: 4,206 shares 4,206 $409K 0.05% +49 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,958 shares 12,958 $405K 0.05% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,300 shares; 2025Q3: 10,318 shares; 2025Q4: 10,413 shares; 2026Q1: 11,793 shares 11,793 $403K 0.05% +1,380 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,623 shares; 2024Q4: 11,623 shares; 2025Q1: 11,642 shares; 2025Q2: 11,642 shares; 2025Q3: 11,641 shares; 2025Q4: 11,650 shares; 2026Q1: 12,040 shares 12,040 $400K 0.05% +390 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 579 shares; 2026Q1: 836 shares 836 $396K 0.05% +257 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,389 shares; 2025Q1: 48,749 shares; 2025Q2: 60,119 shares; 2025Q3: 5,232 shares; 2025Q4: 5,381 shares; 2026Q1: 3,919 shares 3,919 $394K 0.05% -1,462 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: 4,966 shares; 2024Q4: 5,616 shares; 2025Q1: 5,676 shares; 2025Q2: 89,298 shares; 2025Q3: 88,875 shares; 2025Q4: 7,671 shares; 2026Q1: 4,775 shares 4,775 $391K 0.05% -2,896 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,901 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 3,008 shares 3,008 $391K 0.05% +77 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,729 shares; 2025Q1: 2,939 shares; 2025Q2: 1,703 shares; 2025Q3: 1,704 shares; 2025Q4: 1,719 shares; 2026Q1: 1,771 shares 1,771 $384K 0.05% +52 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: 32,502 shares; 2024Q4: 3,527 shares; 2025Q1: 4,249 shares; 2025Q2: 4,015 shares; 2025Q3: 5,280 shares; 2025Q4: 10,112 shares; 2026Q1: 8,281 shares 8,281 $380K 0.05% -1,831 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 622 shares; 2025Q2: 662 shares; 2025Q3: 765 shares; 2025Q4: 910 shares; 2026Q1: 1,513 shares 1,513 $368K 0.04% +603 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,785 shares; 2025Q4: 2,837 shares; 2026Q1: 2,900 shares 2,900 $366K 0.04% +63 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $362K 0.04% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 15,336 shares; 2025Q1: 15,075 shares; 2025Q2: 15,100 shares; 2025Q3: 15,575 shares; 2025Q4: 15,594 shares; 2026Q1: 15,634 shares 15,634 $362K 0.04% +40 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,039 shares 1,039 $351K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,351 shares 4,351 $345K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,665 shares; 2026Q1: 1,694 shares 1,694 $344K 0.04% +29 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,818 shares 6,818 $344K 0.04% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,399 shares; 2025Q2: 3,961 shares; 2025Q3: 3,972 shares; 2025Q4: 3,767 shares; 2026Q1: 3,796 shares 3,796 $343K 0.04% +29 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,594 shares; 2024Q4: 92,229 shares; 2025Q1: 4,570 shares; 2025Q2: 4,590 shares; 2025Q3: 4,608 shares; 2025Q4: 4,918 shares; 2026Q1: 4,694 shares 4,694 $342K 0.04% -224 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: 753 shares; 2025Q2: 780 shares; 2025Q3: 855 shares; 2025Q4: 815 shares; 2026Q1: 1,275 shares 1,275 $340K 0.04% +460 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: 1,291 shares; 2024Q4: 801 shares; 2025Q1: 896 shares; 2025Q2: 1,015 shares; 2025Q3: 1,025 shares; 2025Q4: 1,036 shares; 2026Q1: 1,043 shares 1,043 $335K 0.04% +7 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: 449 shares; 2025Q2: 354 shares; 2025Q3: 356 shares; 2025Q4: 366 shares; 2026Q1: 373 shares 373 $334K 0.04% +7 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,211 shares; 2025Q1: 2,152 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,321 shares 2,321 $331K 0.04% +185 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: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 517 shares; 2026Q1: 483 shares 483 $330K 0.04% -34 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,692 shares 6,692 $326K 0.04% new 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: 1,273 shares; 2025Q3: not reported; 2025Q4: 1,696 shares; 2026Q1: 1,689 shares 1,689 $324K 0.04% -7 Timeline IGRO 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: 2,900 shares; 2025Q2: 4,150 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,825 shares 3,825 $320K 0.04% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,612 shares 1,612 $316K 0.04% +545 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,439 shares 7,439 $316K 0.04% new 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: 1,603 shares 1,603 $316K 0.04% new 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: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,038 shares; 2025Q4: 1,082 shares; 2026Q1: 1,098 shares 1,098 $312K 0.04% +16 Timeline IBHI 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: 10,481 shares; 2025Q2: 10,481 shares; 2025Q3: 11,171 shares; 2025Q4: 13,321 shares; 2026Q1: 13,321 shares 13,321 $310K 0.04% 0 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: 3,140 shares; 2024Q4: 6,512 shares; 2025Q1: 4,791 shares; 2025Q2: 7,042 shares; 2025Q3: 5,472 shares; 2025Q4: 3,816 shares; 2026Q1: 3,737 shares 3,737 $309K 0.04% -79 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: 3,183 shares; 2024Q4: 3,187 shares; 2025Q1: 3,182 shares; 2025Q2: 3,168 shares; 2025Q3: 3,437 shares; 2025Q4: 3,101 shares; 2026Q1: 3,101 shares 3,101 $301K 0.04% 0 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly 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: 9,700 shares; 2026Q1: 5,820 shares 5,820 $293K 0.03% -3,880 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 811 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 819 shares; 2025Q4: 1,015 shares; 2026Q1: 893 shares 893 $292K 0.03% -122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares 412 $288K 0.03% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $286K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 22,085 shares; 2025Q1: 24,128 shares; 2025Q2: 24,752 shares; 2025Q3: 25,559 shares; 2025Q4: 25,923 shares; 2026Q1: 811 shares 811 $277K 0.03% -25,112 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: 13,774 shares; 2024Q4: 9,927 shares; 2025Q1: 9,360 shares; 2025Q2: not reported; 2025Q3: 11,232 shares; 2025Q4: 10,060 shares; 2026Q1: 9,853 shares 9,853 $277K 0.03% -207 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,218 shares; 2024Q4: 6,218 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares; 2026Q1: 6,834 shares 6,834 $272K 0.03% +616 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,450 shares 14,450 $271K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 678 shares 678 $265K 0.03% +174 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: 3,586 shares; 2025Q2: 2,431 shares; 2025Q3: 2,446 shares; 2025Q4: 2,547 shares; 2026Q1: 2,300 shares 2,300 $264K 0.03% -247 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: 228 shares; 2025Q2: 208 shares; 2025Q3: 225 shares; 2025Q4: 261 shares; 2026Q1: 274 shares 274 $263K 0.03% +13 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,704 shares; 2026Q1: 5,945 shares 5,945 $262K 0.03% +241 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,217 shares; 2025Q1: 3,230 shares; 2025Q2: 3,235 shares; 2025Q3: 3,242 shares; 2025Q4: 3,280 shares; 2026Q1: 3,297 shares 3,297 $262K 0.03% +17 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,166 shares 5,166 $258K 0.03% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 846 shares 846 $257K 0.03% new Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,595 shares 13,595 $255K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: 1,939 shares; 2026Q1: 1,916 shares 1,916 $251K 0.03% -23 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: 3,695 shares; 2025Q2: 4,039 shares; 2025Q3: 3,937 shares; 2025Q4: 3,285 shares; 2026Q1: 2,032 shares 2,032 $249K 0.03% -1,253 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $249K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,480 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares 9,880 $248K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,787 shares 2,787 $246K 0.03% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 3,977 shares; 2025Q1: 3,815 shares; 2025Q2: 3,610 shares; 2025Q3: 3,485 shares; 2025Q4: 3,544 shares; 2026Q1: 3,250 shares 3,250 $242K 0.03% -294 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,213 shares; 2026Q1: 6,963 shares 6,963 $242K 0.03% +750 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 6,518 shares; 2025Q1: 6,662 shares; 2025Q2: 7,074 shares; 2025Q3: 7,079 shares; 2025Q4: 4,329 shares; 2026Q1: 5,327 shares 5,327 $241K 0.03% +998 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $240K 0.03% 0 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: 4,672 shares; 2024Q4: 4,772 shares; 2025Q1: 6,147 shares; 2025Q2: 6,147 shares; 2025Q3: 4,130 shares; 2025Q4: 4,929 shares; 2026Q1: 4,766 shares 4,766 $239K 0.03% -163 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: not reported; 2024Q4: not reported; 2025Q1: 6,086 shares; 2025Q2: 7,742 shares; 2025Q3: 7,739 shares; 2025Q4: 6,795 shares; 2026Q1: 3,659 shares 3,659 $236K 0.03% -3,136 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,646 shares 4,646 $236K 0.03% new 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: 5,452 shares; 2024Q4: 5,452 shares; 2025Q1: 5,016 shares; 2025Q2: 5,036 shares; 2025Q3: 5,036 shares; 2025Q4: 5,058 shares; 2026Q1: 5,058 shares 5,058 $230K 0.03% 0 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: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: not reported; 2025Q2: 2,495 shares; 2025Q3: 2,501 shares; 2025Q4: 2,502 shares; 2026Q1: 2,512 shares 2,512 $228K 0.03% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,452 shares 3,452 $227K 0.03% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,524 shares 4,524 $225K 0.03% new Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $217K 0.03% 0 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares 10,450 $216K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 556 shares; 2025Q3: 559 shares; 2025Q4: 571 shares; 2026Q1: 500 shares 500 $213K 0.03% -71 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,766 shares; 2024Q4: 17,073 shares; 2025Q1: 17,043 shares; 2025Q2: 16,962 shares; 2025Q3: 16,937 shares; 2025Q4: 16,895 shares; 2026Q1: 16,850 shares 16,850 $212K 0.03% -45 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 2,727 shares; 2025Q3: 2,260 shares; 2025Q4: 2,297 shares; 2026Q1: 1,765 shares 1,765 $209K 0.02% -532 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,227 shares 6,227 $209K 0.02% new Timeline RSPH 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: 8,148 shares; 2024Q4: 7,398 shares; 2025Q1: 7,398 shares; 2025Q2: 6,898 shares; 2025Q3: 6,898 shares; 2025Q4: 6,898 shares; 2026Q1: 6,898 shares 6,898 $208K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares 157 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649 shares 2,649 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 3,984 shares 3,984 $207K 0.02% +159 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: 1,306 shares 1,306 $207K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $205K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 501 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $205K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 1,865 shares 1,865 $205K 0.02% -155 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,174 shares 2,174 $204K 0.02% -130 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,846 shares; 2026Q1: 3,846 shares 3,846 $201K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,742 shares 2,742 $201K 0.02% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,305 shares; 2024Q4: 29,225 shares; 2025Q1: 29,191 shares; 2025Q2: 27,423 shares; 2025Q3: 26,016 shares; 2025Q4: 23,543 shares; 2026Q1: 21,760 shares 21,760 $200K 0.02% -1,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 5,332 shares; 2026Q1: 4,948 shares 4,948 $200K 0.02% -384 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,316 shares; 2025Q1: 11,103 shares; 2025Q2: 11,051 shares; 2025Q3: 11,051 shares; 2025Q4: 11,944 shares; 2026Q1: 12,733 shares 12,733 $131K 0.02% +789 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,902 shares; 2025Q2: 18,944 shares; 2025Q3: 20,935 shares; 2025Q4: 24,076 shares; 2026Q1: 24,076 shares 24,076 $123K 0.01% 0 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 10,901 shares; 2025Q1: 12,623 shares; 2025Q2: 13,179 shares; 2025Q3: 13,179 shares; 2025Q4: 13,868 shares; 2026Q1: 12,390 shares 12,390 $122K 0.01% -1,478 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly 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: 11,725 shares 11,725 $120K 0.01% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly 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: 10,612 shares 10,612 $120K 0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 12,774 shares 12,774 $112K 0.01% new Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly 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: 14,078 shares 14,078 $92.9K 0.01% new Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR 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: 10,953 shares 10,953 $67K 0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,592 shares; 2024Q4: 18,411 shares; 2025Q1: 17,886 shares; 2025Q2: 15,844 shares; 2025Q3: 15,773 shares; 2025Q4: 16,771 shares; 2026Q1: 13,824 shares 13,824 $60.7K 0.01% -2,947 Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 10,548 shares 10,548 $58.1K 0.01% new Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 14,118 shares; 2025Q1: 13,537 shares; 2025Q2: 13,477 shares; 2025Q3: 12,677 shares; 2025Q4: 13,618 shares; 2026Q1: 10,756 shares 10,756 $52.4K 0.01% -2,862 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,564 shares; 2025Q3: 11,588 shares; 2025Q4: 11,505 shares; 2026Q1: 13,786 shares 13,786 $50K 0.01% +2,281 Timeline