IGIB 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: 4,491,249 shares; 2024Q4: 4,548,612 shares; 2025Q1: 4,561,937 shares; 2025Q2: 4,525,841 shares; 2025Q3: 5,008,290 shares; 2025Q4: 5,293,249 shares; 2026Q1: 5,845,766 shares 5,845,766 $311M 8.53% +552,517 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: 1,239,116 shares; 2024Q4: 1,196,525 shares; 2025Q1: 1,274,502 shares; 2025Q2: 1,165,061 shares; 2025Q3: 1,373,348 shares; 2025Q4: 1,499,828 shares; 2026Q1: 1,606,330 shares 1,606,330 $171M 4.67% +106,502 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT 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: 4,675,942 shares; 2025Q3: 5,088,013 shares; 2025Q4: 5,493,862 shares; 2026Q1: 6,104,571 shares 6,104,571 $161M 4.41% +610,709 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,050 shares; 2024Q4: 422,081 shares; 2025Q1: 684,015 shares; 2025Q2: 1,049,873 shares; 2025Q3: 2,616,558 shares; 2025Q4: 2,820,648 shares; 2026Q1: 2,955,353 shares 2,955,353 $115M 3.16% +134,705 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,197 shares; 2024Q4: 386,853 shares; 2025Q1: 454,724 shares; 2025Q2: 537,157 shares; 2025Q3: 540,970 shares; 2025Q4: 547,377 shares; 2026Q1: 566,479 shares 566,479 $98.8M 2.71% +19,102 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: 1,582,681 shares; 2024Q4: 1,656,964 shares; 2025Q1: 1,714,716 shares; 2025Q2: 1,767,633 shares; 2025Q3: 2,107,182 shares; 2025Q4: 2,341,985 shares; 2026Q1: 2,610,139 shares 2,610,139 $96.2M 2.64% +268,154 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175,262 shares; 2024Q4: 1,197,002 shares; 2025Q1: 1,182,222 shares; 2025Q2: 1,191,950 shares; 2025Q3: 1,280,454 shares; 2025Q4: 1,375,500 shares; 2026Q1: 1,571,911 shares 1,571,911 $82.6M 2.27% +196,411 Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,281,134 shares; 2025Q2: 2,565,078 shares; 2025Q3: 3,113,799 shares; 2025Q4: 2,740,760 shares; 2026Q1: 2,771,499 shares 2,771,499 $79.9M 2.19% +30,739 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,678 shares; 2024Q4: 1,016,160 shares; 2025Q1: 1,324,825 shares; 2025Q2: 1,135,739 shares; 2025Q3: 1,134,920 shares; 2025Q4: 1,263,061 shares; 2026Q1: 1,439,544 shares 1,439,544 $64.5M 1.77% +176,483 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: 82,294 shares; 2024Q4: 78,031 shares; 2025Q1: 99,671 shares; 2025Q2: 123,322 shares; 2025Q3: 125,189 shares; 2025Q4: 130,200 shares; 2026Q1: 143,551 shares 143,551 $53.1M 1.46% +13,351 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: 109,463 shares; 2024Q4: 105,556 shares; 2025Q1: 103,748 shares; 2025Q2: 38,996 shares; 2025Q3: 39,461 shares; 2025Q4: 44,408 shares; 2026Q1: 111,641 shares 111,641 $48.8M 1.34% +67,233 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952,386 shares; 2024Q4: 902,086 shares; 2025Q1: 835,759 shares; 2025Q2: 732,747 shares; 2025Q3: 658,418 shares; 2025Q4: 643,393 shares; 2026Q1: 628,924 shares 628,924 $48.2M 1.32% -14,469 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,060 shares; 2024Q4: 331,740 shares; 2025Q1: 339,161 shares; 2025Q2: 342,316 shares; 2025Q3: 371,868 shares; 2025Q4: 401,700 shares; 2026Q1: 434,073 shares 434,073 $47.9M 1.31% +32,373 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: 432,037 shares; 2024Q4: 423,652 shares; 2025Q1: 399,205 shares; 2025Q2: 163,251 shares; 2025Q3: 143,331 shares; 2025Q4: 170,656 shares; 2026Q1: 416,362 shares 416,362 $45.7M 1.25% +245,706 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271,133 shares; 2024Q4: 1,276,622 shares; 2025Q1: 854,469 shares; 2025Q2: 682,623 shares; 2025Q3: 641,853 shares; 2025Q4: 516,715 shares; 2026Q1: 498,699 shares 498,699 $43.8M 1.2% -18,016 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: 118,536 shares; 2024Q4: 116,722 shares; 2025Q1: 129,307 shares; 2025Q2: 151,362 shares; 2025Q3: 149,856 shares; 2025Q4: 147,368 shares; 2026Q1: 149,566 shares 149,566 $42.9M 1.18% +2,198 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: 700,691 shares; 2024Q4: 621,774 shares; 2025Q1: 624,098 shares; 2025Q2: 852,185 shares; 2025Q3: 773,610 shares; 2025Q4: 809,643 shares; 2026Q1: 845,847 shares 845,847 $42.2M 1.16% +36,204 Timeline XFLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089,553 shares; 2024Q4: 2,049,895 shares; 2025Q1: 1,946,714 shares; 2025Q2: 1,781,338 shares; 2025Q3: 1,747,332 shares; 2025Q4: 902,866 shares; 2026Q1: 1,876,825 shares 1,876,825 $41.8M 1.15% +973,959 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,776 shares; 2024Q4: 48,274 shares; 2025Q1: 48,324 shares; 2025Q2: 40,544 shares; 2025Q3: 41,763 shares; 2025Q4: 60,762 shares; 2026Q1: 62,839 shares 62,839 $41M 1.13% +2,077 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,315 shares; 2024Q4: 235,714 shares; 2025Q1: 226,215 shares; 2025Q2: 62,066 shares; 2025Q3: 50,788 shares; 2025Q4: 84,343 shares; 2026Q1: 162,986 shares 162,986 $40.6M 1.11% +78,643 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: 118,796 shares; 2024Q4: 84,469 shares; 2025Q1: 80,603 shares; 2025Q2: 69,414 shares; 2025Q3: 69,515 shares; 2025Q4: 68,429 shares; 2026Q1: 69,274 shares 69,274 $40M 1.1% +845 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979,138 shares; 2024Q4: 964,964 shares; 2025Q1: 928,681 shares; 2025Q2: 286,865 shares; 2025Q3: 238,579 shares; 2025Q4: 242,124 shares; 2026Q1: 704,917 shares 704,917 $38.5M 1.05% +462,793 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: 281,543 shares; 2024Q4: 264,634 shares; 2025Q1: 307,356 shares; 2025Q2: 284,658 shares; 2025Q3: 286,577 shares; 2025Q4: 354,636 shares; 2026Q1: 404,120 shares 404,120 $37M 1.02% +49,484 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,222 shares; 2025Q3: 300,539 shares; 2025Q4: 299,631 shares; 2026Q1: 828,851 shares 828,851 $35.3M 0.97% +529,220 Timeline MGC 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: 199,403 shares; 2024Q4: 194,643 shares; 2025Q1: 173,855 shares; 2025Q2: 165,799 shares; 2025Q3: 169,323 shares; 2025Q4: 175,968 shares; 2026Q1: 143,204 shares 143,204 $33.8M 0.93% -32,764 Timeline FFLS NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122,152 shares; 2024Q4: 1,091,249 shares; 2025Q1: 1,126,037 shares; 2025Q2: 1,170,316 shares; 2025Q3: 1,215,695 shares; 2025Q4: 1,296,842 shares; 2026Q1: 1,443,007 shares 1,443,007 $31.6M 0.87% +146,165 Timeline VLUE 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: 79,610 shares; 2026Q1: 220,580 shares 220,580 $31.4M 0.86% +140,970 Timeline JQUA 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: 623,150 shares; 2024Q4: 600,430 shares; 2025Q1: 709,310 shares; 2025Q2: 693,251 shares; 2025Q3: 694,562 shares; 2025Q4: 666,136 shares; 2026Q1: 491,596 shares 491,596 $30.1M 0.83% -174,540 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: 40,820 shares; 2024Q4: 39,170 shares; 2025Q1: 39,757 shares; 2025Q2: 40,732 shares; 2025Q3: 42,909 shares; 2025Q4: 45,962 shares; 2026Q1: 49,515 shares 49,515 $28.3M 0.78% +3,553 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,690 shares; 2025Q1: 278,249 shares; 2025Q2: 164,386 shares; 2025Q3: 11,351 shares; 2025Q4: 19,094 shares; 2026Q1: 345,574 shares 345,574 $25.7M 0.7% +326,480 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 4,834 shares; 2025Q1: 4,834 shares; 2025Q2: 4,834 shares; 2025Q3: 4,833 shares; 2025Q4: 4,833 shares; 2026Q1: 354,994 shares 354,994 $25.2M 0.69% +350,161 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: 106,437 shares; 2024Q4: 107,027 shares; 2025Q1: 112,859 shares; 2025Q2: 126,731 shares; 2025Q3: 135,500 shares; 2025Q4: 146,881 shares; 2026Q1: 147,850 shares 147,850 $25.1M 0.69% +969 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: 40,674 shares; 2024Q4: 40,556 shares; 2025Q1: 41,594 shares; 2025Q2: 46,459 shares; 2025Q3: 56,507 shares; 2025Q4: 160,598 shares; 2026Q1: 258,802 shares 258,802 $23.4M 0.64% +98,204 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: 187,232 shares; 2024Q4: 170,889 shares; 2025Q1: 169,862 shares; 2025Q2: 170,556 shares; 2025Q3: 173,706 shares; 2025Q4: 177,529 shares; 2026Q1: 180,243 shares 180,243 $22.4M 0.61% +2,714 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: 59,931 shares; 2024Q4: 56,118 shares; 2025Q1: 55,532 shares; 2025Q2: 55,371 shares; 2025Q3: 54,018 shares; 2025Q4: 52,838 shares; 2026Q1: 56,590 shares 56,590 $22.1M 0.61% +3,752 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: 81,891 shares; 2024Q4: 79,667 shares; 2025Q1: 82,996 shares; 2025Q2: 91,827 shares; 2025Q3: 96,800 shares; 2025Q4: 102,899 shares; 2026Q1: 104,913 shares 104,913 $21.7M 0.6% +2,014 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: 68,748 shares; 2024Q4: 63,675 shares; 2025Q1: 63,802 shares; 2025Q2: 66,932 shares; 2025Q3: 66,589 shares; 2025Q4: 66,839 shares; 2026Q1: 70,363 shares 70,363 $20.7M 0.57% +3,524 Timeline JPIE 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: 5,996 shares; 2025Q3: 276,523 shares; 2025Q4: 392,108 shares; 2026Q1: 435,070 shares 435,070 $20M 0.55% +42,962 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,056 shares; 2026Q1: 266,942 shares 266,942 $19.5M 0.53% +230,886 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,825 shares; 2026Q1: 160,624 shares 160,624 $19.4M 0.53% +143,799 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: 98,354 shares; 2024Q4: 101,556 shares; 2025Q1: 116,346 shares; 2025Q2: 133,828 shares; 2025Q3: 148,333 shares; 2025Q4: 158,176 shares; 2026Q1: 160,540 shares 160,540 $19.3M 0.53% +2,364 Timeline TFI 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: 595,626 shares; 2024Q4: 524,300 shares; 2025Q1: 489,070 shares; 2025Q2: 461,780 shares; 2025Q3: 440,744 shares; 2025Q4: 434,688 shares; 2026Q1: 416,214 shares 416,214 $18.9M 0.52% -18,474 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,929 shares; 2024Q4: 163,721 shares; 2025Q1: 160,656 shares; 2025Q2: 171,765 shares; 2025Q3: 163,399 shares; 2025Q4: 163,503 shares; 2026Q1: 165,968 shares 165,968 $18.8M 0.52% +2,465 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: 22,600 shares; 2024Q4: 21,005 shares; 2025Q1: 20,526 shares; 2025Q2: 22,676 shares; 2025Q3: 29,223 shares; 2025Q4: 29,424 shares; 2026Q1: 28,761 shares 28,761 $18.7M 0.51% -663 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: 135,659 shares; 2024Q4: 135,440 shares; 2025Q1: 132,291 shares; 2025Q2: 43,134 shares; 2025Q3: 41,483 shares; 2025Q4: 41,800 shares; 2026Q1: 43,463 shares 43,463 $18.5M 0.51% +1,663 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,017 shares; 2024Q4: 132,529 shares; 2025Q1: 138,811 shares; 2025Q2: 142,680 shares; 2025Q3: 158,730 shares; 2025Q4: 168,082 shares; 2026Q1: 171,415 shares 171,415 $18.3M 0.5% +3,333 Timeline GIGL 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: 335,038 shares; 2026Q1: 357,052 shares 357,052 $17.9M 0.49% +22,014 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: 2,637 shares; 2024Q4: 2,141 shares; 2025Q1: 2,235 shares; 2025Q2: 2,112 shares; 2025Q3: 2,054 shares; 2025Q4: 133,268 shares; 2026Q1: 180,468 shares 180,468 $17.4M 0.48% +47,200 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,176 shares; 2024Q4: 12,486 shares; 2025Q1: 14,823 shares; 2025Q2: 19,720 shares; 2025Q3: 20,860 shares; 2025Q4: 21,625 shares; 2026Q1: 22,368 shares 22,368 $17.3M 0.47% +743 Timeline GSST 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: 325,677 shares; 2026Q1: 341,312 shares 341,312 $17.3M 0.47% +15,635 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: 199,002 shares; 2024Q4: 190,943 shares; 2025Q1: 190,496 shares; 2025Q2: 197,816 shares; 2025Q3: 203,458 shares; 2025Q4: 207,285 shares; 2026Q1: 216,489 shares 216,489 $16.8M 0.46% +9,204 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: 48,844 shares; 2024Q4: 46,575 shares; 2025Q1: 46,560 shares; 2025Q2: 47,553 shares; 2025Q3: 49,549 shares; 2025Q4: 51,234 shares; 2026Q1: 55,462 shares 55,462 $16.8M 0.46% +4,228 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: 39,773 shares; 2024Q4: 37,684 shares; 2025Q1: 39,091 shares; 2025Q2: 41,290 shares; 2025Q3: 42,615 shares; 2025Q4: 45,133 shares; 2026Q1: 48,680 shares 48,680 $16M 0.44% +3,547 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: 34,842 shares; 2024Q4: 34,869 shares; 2025Q1: 38,339 shares; 2025Q2: 41,138 shares; 2025Q3: 42,078 shares; 2025Q4: 43,746 shares; 2026Q1: 46,136 shares 46,136 $15.8M 0.43% +2,390 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: 58,757 shares; 2024Q4: 54,434 shares; 2025Q1: 56,251 shares; 2025Q2: 62,449 shares; 2025Q3: 67,980 shares; 2025Q4: 71,551 shares; 2026Q1: 82,679 shares 82,679 $15.4M 0.42% +11,128 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: 10,563 shares; 2024Q4: 11,220 shares; 2025Q1: 11,432 shares; 2025Q2: 11,846 shares; 2025Q3: 12,263 shares; 2025Q4: 11,987 shares; 2026Q1: 11,495 shares 11,495 $15.2M 0.42% -492 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: 42,458 shares; 2024Q4: 42,362 shares; 2025Q1: 45,901 shares; 2025Q2: 48,258 shares; 2025Q3: 47,089 shares; 2025Q4: 45,194 shares; 2026Q1: 44,598 shares 44,598 $15.1M 0.41% -596 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: 39,060 shares; 2024Q4: 35,761 shares; 2025Q1: 39,129 shares; 2025Q2: 43,567 shares; 2025Q3: 49,007 shares; 2025Q4: 49,826 shares; 2026Q1: 52,245 shares 52,245 $15M 0.41% +2,419 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 118,083 shares; 2026Q1: 127,607 shares 127,607 $14.7M 0.4% +9,524 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,282 shares; 2024Q4: 2,116,636 shares; 2025Q1: 700,495 shares; 2025Q2: 518,991 shares; 2025Q3: 455,103 shares; 2025Q4: 419,379 shares; 2026Q1: 486,711 shares 486,711 $14.2M 0.39% +67,332 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: 12,284 shares; 2024Q4: 11,043 shares; 2025Q1: 32,895 shares; 2025Q2: 43,752 shares; 2025Q3: 41,457 shares; 2025Q4: 38,738 shares; 2026Q1: 37,833 shares 37,833 $14.1M 0.39% -905 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: 160,084 shares; 2024Q4: 154,623 shares; 2025Q1: 166,208 shares; 2025Q2: 179,958 shares; 2025Q3: 190,786 shares; 2025Q4: 205,439 shares; 2026Q1: 225,514 shares 225,514 $13.9M 0.38% +20,075 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,555 shares; 2024Q4: 99,802 shares; 2025Q1: 105,445 shares; 2025Q2: 115,914 shares; 2025Q3: 119,666 shares; 2025Q4: 127,419 shares; 2026Q1: 140,092 shares 140,092 $13.9M 0.38% +12,673 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,868 shares; 2024Q4: 483,066 shares; 2025Q1: 457,664 shares; 2025Q2: 390,832 shares; 2025Q3: 319,885 shares; 2025Q4: 306,392 shares; 2026Q1: 298,178 shares 298,178 $13.3M 0.37% -8,214 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,363 shares; 2024Q4: 124,726 shares; 2025Q1: 126,866 shares; 2025Q2: 138,120 shares; 2025Q3: 149,054 shares; 2025Q4: 159,714 shares; 2026Q1: 176,402 shares 176,402 $12.5M 0.34% +16,688 Timeline IWX 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: 79,573 shares; 2026Q1: 133,890 shares 133,890 $12.4M 0.34% +54,317 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,674 shares; 2024Q4: 149,540 shares; 2025Q1: 202,473 shares; 2025Q2: 175,273 shares; 2025Q3: 168,989 shares; 2025Q4: 159,919 shares; 2026Q1: 173,609 shares 173,609 $12.3M 0.34% +13,690 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,672 shares; 2024Q4: 58,610 shares; 2025Q1: 68,164 shares; 2025Q2: 76,588 shares; 2025Q3: 77,909 shares; 2025Q4: 82,043 shares; 2026Q1: 89,776 shares 89,776 $12.3M 0.34% +7,733 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485,859 shares; 2024Q4: 2,525,684 shares; 2025Q1: 2,242,032 shares; 2025Q2: 1,936,126 shares; 2025Q3: 614,616 shares; 2025Q4: 371,208 shares; 2026Q1: 305,304 shares 305,304 $12.3M 0.34% -65,904 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: 27,940 shares; 2024Q4: 31,725 shares; 2025Q1: 32,073 shares; 2025Q2: 38,307 shares; 2025Q3: 40,876 shares; 2025Q4: 53,869 shares; 2026Q1: 62,034 shares 62,034 $12.2M 0.33% +8,165 Timeline BOND 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: 120,978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,136 shares 126,136 $11.6M 0.32% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,837 shares; 2025Q2: 28,472 shares; 2025Q3: not reported; 2025Q4: 197,788 shares; 2026Q1: 209,733 shares 209,733 $11.4M 0.31% +11,945 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: 338,213 shares; 2024Q4: 321,755 shares; 2025Q1: 303,559 shares; 2025Q2: 255,878 shares; 2025Q3: 257,943 shares; 2025Q4: 89,833 shares; 2026Q1: 77,058 shares 77,058 $11.2M 0.31% -12,775 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,978 shares; 2024Q4: 126,208 shares; 2025Q1: 135,607 shares; 2025Q2: 160,555 shares; 2025Q3: 170,964 shares; 2025Q4: 210,121 shares; 2026Q1: 241,007 shares 241,007 $11M 0.3% +30,886 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: 45,301 shares; 2024Q4: 45,851 shares; 2025Q1: 46,727 shares; 2025Q2: 33,601 shares; 2025Q3: 31,957 shares; 2025Q4: 31,620 shares; 2026Q1: 34,392 shares 34,392 $11M 0.3% +2,772 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,427 shares; 2024Q4: 71,140 shares; 2025Q1: 103,432 shares; 2025Q2: 74,414 shares; 2025Q3: 67,065 shares; 2025Q4: 67,958 shares; 2026Q1: 34,278 shares 34,278 $10.9M 0.3% -33,680 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: 107,506 shares; 2024Q4: 99,375 shares; 2025Q1: 100,896 shares; 2025Q2: 100,111 shares; 2025Q3: 100,171 shares; 2025Q4: 129,512 shares; 2026Q1: 155,412 shares 155,412 $10.8M 0.3% +25,900 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,607 shares; 2024Q4: 177,632 shares; 2025Q1: 188,058 shares; 2025Q2: 191,252 shares; 2025Q3: 199,857 shares; 2025Q4: 201,934 shares; 2026Q1: 211,094 shares 211,094 $10.7M 0.29% +9,160 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: 29,999 shares; 2024Q4: 29,973 shares; 2025Q1: 31,883 shares; 2025Q2: 32,938 shares; 2025Q3: 33,573 shares; 2025Q4: 33,369 shares; 2026Q1: 33,849 shares 33,849 $10.5M 0.29% +480 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: 52,086 shares; 2024Q4: 51,970 shares; 2025Q1: 51,790 shares; 2025Q2: 51,790 shares; 2025Q3: 51,734 shares; 2025Q4: 77,179 shares; 2026Q1: 111,534 shares 111,534 $10.5M 0.29% +34,355 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: 148,206 shares; 2024Q4: 131,669 shares; 2025Q1: 126,681 shares; 2025Q2: 122,045 shares; 2025Q3: 119,674 shares; 2025Q4: 109,772 shares; 2026Q1: 105,248 shares 105,248 $10.2M 0.28% -4,524 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,759 shares; 2024Q4: 257,642 shares; 2025Q1: 213,632 shares; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 42,287 shares; 2026Q1: 199,428 shares 199,428 $10.2M 0.28% +157,141 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 131,381 shares; 2026Q1: 161,545 shares 161,545 $10.1M 0.28% +30,164 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: 23,564 shares; 2024Q4: 22,910 shares; 2025Q1: 27,470 shares; 2025Q2: 33,261 shares; 2025Q3: 35,365 shares; 2025Q4: 35,131 shares; 2026Q1: 41,617 shares 41,617 $10.1M 0.28% +6,486 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: 69,246 shares; 2024Q4: 68,346 shares; 2025Q1: 77,829 shares; 2025Q2: 84,229 shares; 2025Q3: 124,509 shares; 2025Q4: 135,244 shares; 2026Q1: 133,088 shares 133,088 $9.99M 0.27% -2,156 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: 437,312 shares; 2024Q4: 416,416 shares; 2025Q1: 389,340 shares; 2025Q2: 330,573 shares; 2025Q3: 328,958 shares; 2025Q4: 95,924 shares; 2026Q1: 82,509 shares 82,509 $9.77M 0.27% -13,415 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: 11,051 shares; 2024Q4: 10,390 shares; 2025Q1: 10,603 shares; 2025Q2: 10,980 shares; 2025Q3: 10,518 shares; 2025Q4: 10,059 shares; 2026Q1: 9,759 shares 9,759 $9.72M 0.27% -300 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: 212,572 shares; 2024Q4: 296,822 shares; 2025Q1: 305,834 shares; 2025Q2: 347,032 shares; 2025Q3: 291,673 shares; 2025Q4: 90,532 shares; 2026Q1: 96,350 shares 96,350 $9.65M 0.26% +5,818 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 5,283 shares; 2025Q1: 8,067 shares; 2025Q2: 7,499 shares; 2025Q3: 12,863 shares; 2025Q4: 40,866 shares; 2026Q1: 64,783 shares 64,783 $9.16M 0.25% +23,917 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4,367 shares; 2025Q1: 4,791 shares; 2025Q2: 4,719 shares; 2025Q3: 19,104 shares; 2025Q4: 20,360 shares; 2026Q1: 46,338 shares 46,338 $8.89M 0.24% +25,978 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: 27,819 shares; 2024Q4: 31,335 shares; 2025Q1: 28,233 shares; 2025Q2: 14,032 shares; 2025Q3: 12,635 shares; 2025Q4: 11,588 shares; 2026Q1: 14,481 shares 14,481 $8.65M 0.24% +2,893 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,514 shares; 2024Q4: 157,940 shares; 2025Q1: 174,297 shares; 2025Q2: 21,150 shares; 2025Q3: 16,658 shares; 2025Q4: 17,434 shares; 2026Q1: 123,544 shares 123,544 $7.95M 0.22% +106,110 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,767 shares; 2026Q1: 135,826 shares 135,826 $7.74M 0.21% +9,059 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,790 shares; 2024Q4: 141,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,126 shares 70,126 $7.64M 0.21% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,121 shares; 2024Q4: 44,728 shares; 2025Q1: 46,425 shares; 2025Q2: 50,481 shares; 2025Q3: 49,308 shares; 2025Q4: 41,293 shares; 2026Q1: 39,792 shares 39,792 $7.54M 0.21% -1,501 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: 59,208 shares; 2024Q4: 57,143 shares; 2025Q1: 47,329 shares; 2025Q2: 33,936 shares; 2025Q3: 34,539 shares; 2025Q4: 68,761 shares; 2026Q1: 82,429 shares 82,429 $7.5M 0.21% +13,668 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: 64,523 shares; 2024Q4: 66,589 shares; 2025Q1: 32,394 shares; 2025Q2: 21,519 shares; 2025Q3: 21,015 shares; 2025Q4: 56,850 shares; 2026Q1: 76,746 shares 76,746 $7.46M 0.2% +19,896 Timeline ESGD 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: 23,756 shares; 2024Q4: 23,436 shares; 2025Q1: 33,948 shares; 2025Q2: 32,324 shares; 2025Q3: 37,308 shares; 2025Q4: 62,881 shares; 2026Q1: 77,721 shares 77,721 $7.43M 0.2% +14,840 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,199 shares; 2026Q1: 215,323 shares 215,323 $7.33M 0.2% +24,124 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: 28,140 shares; 2024Q4: 51,940 shares; 2025Q1: 31,293 shares; 2025Q2: 45,874 shares; 2025Q3: 42,429 shares; 2025Q4: 277,017 shares; 2026Q1: 73,243 shares 73,243 $7.27M 0.2% -203,774 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: not reported; 2024Q4: not reported; 2025Q1: 619,331 shares; 2025Q2: 619,332 shares; 2025Q3: 619,732 shares; 2025Q4: 619,733 shares; 2026Q1: 622,046 shares 622,046 $7.18M 0.2% +2,313 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,910 shares; 2024Q4: 40,063 shares; 2025Q1: 36,370 shares; 2025Q2: 34,581 shares; 2025Q3: 35,450 shares; 2025Q4: 37,422 shares; 2026Q1: 41,915 shares 41,915 $7.18M 0.2% +4,493 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: 6,602 shares; 2024Q4: 6,536 shares; 2025Q1: 14,831 shares; 2025Q2: 13,646 shares; 2025Q3: 12,898 shares; 2025Q4: 12,174 shares; 2026Q1: 16,542 shares 16,542 $7.12M 0.2% +4,368 Timeline HYLS 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: 307,171 shares; 2024Q4: 233,766 shares; 2025Q1: 223,564 shares; 2025Q2: 200,371 shares; 2025Q3: 193,722 shares; 2025Q4: 192,901 shares; 2026Q1: 174,899 shares 174,899 $7.1M 0.19% -18,002 Timeline AOK 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: 24,781 shares; 2025Q2: 21,920 shares; 2025Q3: 17,986 shares; 2025Q4: 17,882 shares; 2026Q1: 175,243 shares 175,243 $6.99M 0.19% +157,361 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: 16,791 shares; 2024Q4: 13,770 shares; 2025Q1: 12,039 shares; 2025Q2: 11,551 shares; 2025Q3: 11,159 shares; 2025Q4: 34,498 shares; 2026Q1: 38,699 shares 38,699 $6.97M 0.19% +4,201 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: 30,689 shares; 2024Q4: 33,041 shares; 2025Q1: 28,340 shares; 2025Q2: 30,739 shares; 2025Q3: 31,099 shares; 2025Q4: 84,480 shares; 2026Q1: 107,785 shares 107,785 $6.91M 0.19% +23,305 Timeline HYS 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: 57,368 shares; 2024Q4: 90,148 shares; 2025Q1: 124,654 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,213 shares 73,213 $6.83M 0.19% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,434 shares; 2024Q4: 34,091 shares; 2025Q1: 34,482 shares; 2025Q2: 35,262 shares; 2025Q3: 38,445 shares; 2025Q4: 98,319 shares; 2026Q1: 122,299 shares 122,299 $6.61M 0.18% +23,980 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,064 shares; 2024Q4: 87,081 shares; 2025Q1: 94,777 shares; 2025Q2: 94,532 shares; 2025Q3: 114,824 shares; 2025Q4: 124,162 shares; 2026Q1: 128,942 shares 128,942 $6.53M 0.18% +4,780 Timeline XNAV FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,849 shares; 2024Q4: 135,173 shares; 2025Q1: 125,661 shares; 2025Q2: 107,734 shares; 2025Q3: 81,416 shares; 2025Q4: 80,966 shares; 2026Q1: 79,840 shares 79,840 $6.52M 0.18% -1,126 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: 19,438 shares; 2024Q4: 16,504 shares; 2025Q1: 55,527 shares; 2025Q2: 52,067 shares; 2025Q3: 57,303 shares; 2025Q4: 116,314 shares; 2026Q1: 142,963 shares 142,963 $6.5M 0.18% +26,649 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: 10,488 shares; 2024Q4: 10,400 shares; 2025Q1: 10,299 shares; 2025Q2: 10,322 shares; 2025Q3: 10,325 shares; 2025Q4: 10,166 shares; 2026Q1: 10,163 shares 10,163 $6.14M 0.17% -3 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,371 shares; 2024Q4: 675,400 shares; 2025Q1: 684,280 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,443 shares 260,443 $6.07M 0.17% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,876 shares; 2025Q3: 44,278 shares; 2025Q4: 62,959 shares; 2026Q1: 80,276 shares 80,276 $6.02M 0.16% +17,317 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: 172,237 shares; 2024Q4: 168,193 shares; 2025Q1: 167,823 shares; 2025Q2: 146,038 shares; 2025Q3: 143,875 shares; 2025Q4: 140,748 shares; 2026Q1: 61,092 shares 61,092 $5.98M 0.16% -79,656 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,059 shares; 2024Q4: 99,347 shares; 2025Q1: 97,582 shares; 2025Q2: 5,837 shares; 2025Q3: 7,415 shares; 2025Q4: 8,050 shares; 2026Q1: 15,899 shares 15,899 $5.84M 0.16% +7,849 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,544 shares; 2024Q4: 22,434 shares; 2025Q1: 23,428 shares; 2025Q2: 23,491 shares; 2025Q3: 19,616 shares; 2025Q4: 20,680 shares; 2026Q1: 20,286 shares 20,286 $5.83M 0.16% -394 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,559 shares 109,559 $5.57M 0.15% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,885 shares; 2024Q4: 19,748 shares; 2025Q1: 22,864 shares; 2025Q2: 24,260 shares; 2025Q3: 20,012 shares; 2025Q4: 21,447 shares; 2026Q1: 21,145 shares 21,145 $5.54M 0.15% -302 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,596 shares; 2024Q4: 8,352 shares; 2025Q1: 8,304 shares; 2025Q2: 8,258 shares; 2025Q3: 8,255 shares; 2025Q4: 28,944 shares; 2026Q1: 31,595 shares 31,595 $5.45M 0.15% +2,651 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: 1,253,917 shares; 2024Q4: 1,224,565 shares; 2025Q1: 1,130,942 shares; 2025Q2: 1,117,610 shares; 2025Q3: 1,153,758 shares; 2025Q4: 1,196,197 shares; 2026Q1: 163,381 shares 163,381 $5.41M 0.15% -1,032,816 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: 57,826 shares; 2024Q4: 55,293 shares; 2025Q1: 57,016 shares; 2025Q2: 66,378 shares; 2025Q3: 67,122 shares; 2025Q4: 64,324 shares; 2026Q1: 60,863 shares 60,863 $5.37M 0.15% -3,461 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,740 shares 113,740 $5.36M 0.15% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,936 shares; 2024Q4: 17,942 shares; 2025Q1: 17,946 shares; 2025Q2: 18,046 shares; 2025Q3: 18,050 shares; 2025Q4: 17,786 shares; 2026Q1: 17,933 shares 17,933 $5.36M 0.15% +147 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,653 shares; 2024Q4: 60,693 shares; 2025Q1: 58,431 shares; 2025Q2: 57,790 shares; 2025Q3: 55,644 shares; 2025Q4: 51,863 shares; 2026Q1: 48,856 shares 48,856 $5.18M 0.14% -3,007 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: 12,760 shares; 2024Q4: 11,852 shares; 2025Q1: 16,242 shares; 2025Q2: 16,638 shares; 2025Q3: 15,533 shares; 2025Q4: 17,194 shares; 2026Q1: 20,834 shares 20,834 $5.17M 0.14% +3,640 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654,228 shares; 2024Q4: 656,869 shares; 2025Q1: 387,510 shares; 2025Q2: 123,872 shares; 2025Q3: 93,290 shares; 2025Q4: 62,207 shares; 2026Q1: 65,083 shares 65,083 $5.1M 0.14% +2,876 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,020 shares; 2024Q4: 28,006 shares; 2025Q1: 28,773 shares; 2025Q2: 13,528 shares; 2025Q3: 12,604 shares; 2025Q4: 13,733 shares; 2026Q1: 21,471 shares 21,471 $5.1M 0.14% +7,738 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: 11,881 shares; 2024Q4: 10,611 shares; 2025Q1: 10,857 shares; 2025Q2: 10,435 shares; 2025Q3: 10,468 shares; 2025Q4: 10,193 shares; 2026Q1: 10,184 shares 10,184 $5.09M 0.14% -9 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,716 shares; 2024Q4: 41,363 shares; 2025Q1: 21,690 shares; 2025Q2: 7,986 shares; 2025Q3: 11,005 shares; 2025Q4: 11,036 shares; 2026Q1: 13,123 shares 13,123 $5.03M 0.14% +2,087 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 190,027 shares; 2026Q1: 223,405 shares 223,405 $5.02M 0.14% +33,378 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: 23,639 shares; 2024Q4: 23,175 shares; 2025Q1: 23,779 shares; 2025Q2: 23,305 shares; 2025Q3: 16,911 shares; 2025Q4: 17,981 shares; 2026Q1: 22,192 shares 22,192 $4.74M 0.13% +4,211 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,746 shares; 2024Q4: 221,627 shares; 2025Q1: 202,709 shares; 2025Q2: 198,393 shares; 2025Q3: 186,082 shares; 2025Q4: 156,831 shares; 2026Q1: 154,711 shares 154,711 $4.72M 0.13% -2,120 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: 82,186 shares; 2024Q4: 69,803 shares; 2025Q1: 66,239 shares; 2025Q2: 64,240 shares; 2025Q3: 58,573 shares; 2025Q4: 57,461 shares; 2026Q1: 57,880 shares 57,880 $4.6M 0.13% +419 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,729 shares; 2025Q3: 29,023 shares; 2025Q4: 41,053 shares; 2026Q1: 52,200 shares 52,200 $4.5M 0.12% +11,147 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 29,865 shares; 2025Q3: 36,426 shares; 2025Q4: 46,121 shares; 2026Q1: 58,939 shares 58,939 $4.43M 0.12% +12,818 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,040 shares; 2025Q3: 51,528 shares; 2025Q4: 73,819 shares; 2026Q1: 62,651 shares 62,651 $4.33M 0.12% -11,168 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 22,084 shares; 2025Q3: 31,640 shares; 2025Q4: 37,181 shares; 2026Q1: 46,731 shares 46,731 $4.32M 0.12% +9,550 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,087 shares; 2024Q4: 13,882 shares; 2025Q1: 13,431 shares; 2025Q2: 13,122 shares; 2025Q3: 13,184 shares; 2025Q4: 12,656 shares; 2026Q1: 12,985 shares 12,985 $4.27M 0.12% +329 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,916 shares; 2024Q4: 85,561 shares; 2025Q1: 95,755 shares; 2025Q2: 92,809 shares; 2025Q3: 95,202 shares; 2025Q4: 101,091 shares; 2026Q1: 100,838 shares 100,838 $4.27M 0.12% -253 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: 62,687 shares; 2024Q4: 56,429 shares; 2025Q1: 57,155 shares; 2025Q2: 56,861 shares; 2025Q3: 56,626 shares; 2025Q4: 73,176 shares; 2026Q1: 88,390 shares 88,390 $4.04M 0.11% +15,214 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: not reported; 2025Q2: 22,001 shares; 2025Q3: 33,558 shares; 2025Q4: 46,806 shares; 2026Q1: 61,681 shares 61,681 $3.99M 0.11% +14,875 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 9,540 shares; 2025Q3: 15,008 shares; 2025Q4: 21,502 shares; 2026Q1: 27,329 shares 27,329 $3.75M 0.1% +5,827 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 14,779 shares; 2026Q1: 18,252 shares 18,252 $3.74M 0.1% +3,473 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: 3,326 shares; 2025Q3: 3,311 shares; 2025Q4: 3,310 shares; 2026Q1: 2,526 shares 2,526 $3.72M 0.1% -784 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 23,970 shares; 2025Q1: 23,970 shares; 2025Q2: 25,370 shares; 2025Q3: 65,164 shares; 2025Q4: 73,965 shares; 2026Q1: 72,043 shares 72,043 $3.66M 0.1% -1,922 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 13,535 shares; 2025Q1: 46,730 shares; 2025Q2: 30,995 shares; 2025Q3: 46,995 shares; 2025Q4: 60,129 shares; 2026Q1: 72,498 shares 72,498 $3.61M 0.1% +12,369 Timeline IQLT 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: 41,067 shares; 2026Q1: 77,910 shares 77,910 $3.6M 0.1% +36,843 Timeline CMF 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: 26,845 shares; 2024Q4: 37,520 shares; 2025Q1: 37,520 shares; 2025Q2: 53,172 shares; 2025Q3: 51,752 shares; 2025Q4: 54,118 shares; 2026Q1: 62,540 shares 62,540 $3.56M 0.1% +8,422 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 6,608 shares; 2025Q3: 10,414 shares; 2025Q4: 14,865 shares; 2026Q1: 18,889 shares 18,889 $3.55M 0.1% +4,024 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: 69,445 shares; 2024Q4: 68,945 shares; 2025Q1: 69,972 shares; 2025Q2: 72,022 shares; 2025Q3: 50,740 shares; 2025Q4: 16,954 shares; 2026Q1: 14,466 shares 14,466 $3.54M 0.1% -2,488 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,973 shares; 2025Q3: 13,749 shares; 2025Q4: 19,559 shares; 2026Q1: 24,807 shares 24,807 $3.45M 0.09% +5,248 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,354 shares; 2025Q3: 9,818 shares; 2025Q4: 13,559 shares; 2026Q1: 17,118 shares 17,118 $3.42M 0.09% +3,559 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: 353,520 shares; 2024Q4: 348,231 shares; 2025Q1: 324,457 shares; 2025Q2: 155,540 shares; 2025Q3: 133,471 shares; 2025Q4: 126,367 shares; 2026Q1: 26,601 shares 26,601 $3.41M 0.09% -99,766 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS 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: 240,903 shares; 2026Q1: 205,859 shares 205,859 $3.39M 0.09% -35,044 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,476 shares; 2025Q1: 1,282 shares; 2025Q2: 1,952 shares; 2025Q3: 14,903 shares; 2025Q4: 14,919 shares; 2026Q1: 15,474 shares 15,474 $3.33M 0.09% +555 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 6,625 shares; 2025Q3: 10,526 shares; 2025Q4: 27,050 shares; 2026Q1: 37,507 shares 37,507 $3.31M 0.09% +10,457 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 7,211 shares; 2025Q3: 11,044 shares; 2025Q4: 15,466 shares; 2026Q1: 22,400 shares 22,400 $3.3M 0.09% +6,934 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 3,728 shares; 2025Q3: 5,791 shares; 2025Q4: 5,519 shares; 2026Q1: 8,280 shares 8,280 $3.26M 0.09% +2,761 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 33,715 shares; 2025Q1: 33,215 shares; 2025Q2: 36,791 shares; 2025Q3: 33,123 shares; 2025Q4: 30,919 shares; 2026Q1: 24,450 shares 24,450 $3.23M 0.09% -6,469 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,479 shares; 2024Q4: 50,394 shares; 2025Q1: 33,738 shares; 2025Q2: 32,563 shares; 2025Q3: 31,657 shares; 2025Q4: 30,505 shares; 2026Q1: 30,034 shares 30,034 $3.07M 0.08% -471 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,693 shares; 2025Q3: 5,691 shares; 2025Q4: 8,015 shares; 2026Q1: 10,133 shares 10,133 $3.06M 0.08% +2,118 Timeline SUSB 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: 61,835 shares; 2024Q4: 62,936 shares; 2025Q1: 118,851 shares; 2025Q2: 113,713 shares; 2025Q3: 122,856 shares; 2025Q4: 121,159 shares; 2026Q1: 121,919 shares 121,919 $3.06M 0.08% +760 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS 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: 26,364 shares; 2025Q3: 41,768 shares; 2025Q4: 59,048 shares; 2026Q1: 74,821 shares 74,821 $3.01M 0.08% +15,773 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: 15,528 shares; 2024Q4: 15,486 shares; 2025Q1: 17,881 shares; 2025Q2: 18,105 shares; 2025Q3: 18,053 shares; 2025Q4: 17,964 shares; 2026Q1: 18,205 shares 18,205 $3.01M 0.08% +241 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,660 shares; 2024Q4: 58,750 shares; 2025Q1: 56,449 shares; 2025Q2: 45,354 shares; 2025Q3: 42,243 shares; 2025Q4: 36,298 shares; 2026Q1: 32,520 shares 32,520 $2.98M 0.08% -3,778 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: 1,976 shares; 2024Q4: 1,868 shares; 2025Q1: 2,272 shares; 2025Q2: 2,231 shares; 2025Q3: 2,189 shares; 2025Q4: 2,235 shares; 2026Q1: 3,238 shares 3,238 $2.98M 0.08% +1,003 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,929 shares; 2025Q3: 20,407 shares; 2025Q4: 29,300 shares; 2026Q1: 40,504 shares 40,504 $2.95M 0.08% +11,204 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 10,019 shares; 2025Q3: 16,027 shares; 2025Q4: 22,634 shares; 2026Q1: 28,636 shares 28,636 $2.91M 0.08% +6,002 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,343 shares 11,343 $2.89M 0.08% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,873 shares; 2024Q4: 92,138 shares; 2025Q1: 61,399 shares; 2025Q2: 62,685 shares; 2025Q3: 55,162 shares; 2025Q4: 22,960 shares; 2026Q1: 22,838 shares 22,838 $2.84M 0.08% -122 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: 30,665 shares; 2024Q4: 28,395 shares; 2025Q1: 28,349 shares; 2025Q2: 26,746 shares; 2025Q3: 26,139 shares; 2025Q4: 7,292 shares; 2026Q1: 8,856 shares 8,856 $2.78M 0.08% +1,564 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 9,287 shares; 2026Q1: 13,847 shares 13,847 $2.76M 0.08% +4,560 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,517 shares; 2025Q3: 42,224 shares; 2025Q4: 71,040 shares; 2026Q1: 91,196 shares 91,196 $2.75M 0.08% +20,156 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,800 shares; 2025Q3: 28,060 shares; 2025Q4: 31,141 shares; 2026Q1: 40,505 shares 40,505 $2.75M 0.08% +9,364 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 8,065 shares; 2025Q3: 12,575 shares; 2025Q4: 17,885 shares; 2026Q1: 33,863 shares 33,863 $2.73M 0.07% +15,978 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,066 shares; 2026Q1: 5,201 shares 5,201 $2.71M 0.07% +1,135 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 26,551 shares; 2025Q3: 45,251 shares; 2025Q4: 59,917 shares; 2026Q1: 74,083 shares 74,083 $2.71M 0.07% +14,166 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,149 shares; 2024Q4: 99,769 shares; 2025Q1: 108,028 shares; 2025Q2: 31,109 shares; 2025Q3: 22,260 shares; 2025Q4: 22,852 shares; 2026Q1: 35,262 shares 35,262 $2.7M 0.07% +12,410 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 4,017 shares; 2025Q3: 5,296 shares; 2025Q4: 7,456 shares; 2026Q1: 9,396 shares 9,396 $2.64M 0.07% +1,940 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: 11,725 shares; 2024Q4: 9,797 shares; 2025Q1: 9,141 shares; 2025Q2: 8,971 shares; 2025Q3: 8,906 shares; 2025Q4: 10,552 shares; 2026Q1: 12,155 shares 12,155 $2.64M 0.07% +1,603 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,892 shares; 2025Q3: 24,613 shares; 2025Q4: 24,612 shares; 2026Q1: 34,753 shares 34,753 $2.61M 0.07% +10,141 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,644 shares; 2025Q3: 26,055 shares; 2025Q4: 37,435 shares; 2026Q1: 47,750 shares 47,750 $2.61M 0.07% +10,315 Timeline VCR 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: 10,642 shares; 2024Q4: 9,036 shares; 2025Q1: 8,628 shares; 2025Q2: 8,581 shares; 2025Q3: 8,535 shares; 2025Q4: 7,206 shares; 2026Q1: 7,270 shares 7,270 $2.61M 0.07% +64 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 22,587 shares; 2025Q1: 22,851 shares; 2025Q2: 22,531 shares; 2025Q3: 25,890 shares; 2025Q4: 25,919 shares; 2026Q1: 26,264 shares 26,264 $2.53M 0.07% +345 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: 732 shares; 2024Q4: 937 shares; 2025Q1: 882 shares; 2025Q2: 975 shares; 2025Q3: 3,250 shares; 2025Q4: 3,245 shares; 2026Q1: 3,625 shares 3,625 $2.53M 0.07% +380 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,501 shares; 2025Q3: 15,053 shares; 2025Q4: 23,695 shares; 2026Q1: 29,923 shares 29,923 $2.5M 0.07% +6,228 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 9,822 shares; 2025Q3: 15,617 shares; 2025Q4: 22,296 shares; 2026Q1: 28,426 shares 28,426 $2.46M 0.07% +6,130 Timeline ESGE 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: 6,080 shares; 2024Q4: 6,297 shares; 2025Q1: 7,269 shares; 2025Q2: 6,163 shares; 2025Q3: 10,048 shares; 2025Q4: 42,353 shares; 2026Q1: 53,260 shares 53,260 $2.42M 0.07% +10,907 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER 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: 10,177 shares; 2025Q3: 16,155 shares; 2025Q4: 23,369 shares; 2026Q1: 29,443 shares 29,443 $2.4M 0.07% +6,074 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,750 shares; 2024Q4: 43,459 shares; 2025Q1: 42,407 shares; 2025Q2: 45,068 shares; 2025Q3: 41,791 shares; 2025Q4: 19,260 shares; 2026Q1: 18,082 shares 18,082 $2.4M 0.07% -1,178 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,801 shares 8,801 $2.38M 0.07% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 22,018 shares; 2025Q1: 23,682 shares; 2025Q2: 24,507 shares; 2025Q3: 25,706 shares; 2025Q4: 27,612 shares; 2026Q1: 26,785 shares 26,785 $2.38M 0.07% -827 Timeline TIPZ 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: 77,739 shares; 2025Q4: 39,668 shares; 2026Q1: 44,568 shares 44,568 $2.37M 0.06% +4,900 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,758 shares 12,758 $2.35M 0.06% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS 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: 26,789 shares; 2025Q3: 46,540 shares; 2025Q4: 74,973 shares; 2026Q1: 94,731 shares 94,731 $2.35M 0.06% +19,758 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,148 shares; 2025Q3: 22,402 shares; 2025Q4: 31,296 shares; 2026Q1: 39,516 shares 39,516 $2.34M 0.06% +8,220 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,995 shares; 2025Q3: 46,401 shares; 2025Q4: 77,093 shares; 2026Q1: 107,967 shares 107,967 $2.33M 0.06% +30,874 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,094 shares; 2024Q4: 326,766 shares; 2025Q1: 308,506 shares; 2025Q2: 125,080 shares; 2025Q3: 96,448 shares; 2025Q4: 84,228 shares; 2026Q1: 15,996 shares 15,996 $2.31M 0.06% -68,232 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: 35,309 shares; 2024Q4: 113,042 shares; 2025Q1: 166,862 shares; 2025Q2: 84,381 shares; 2025Q3: 80,356 shares; 2025Q4: 75,520 shares; 2026Q1: 91,802 shares 91,802 $2.3M 0.06% +16,282 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: 45,251 shares; 2024Q4: 41,052 shares; 2025Q1: 35,348 shares; 2025Q2: 43,910 shares; 2025Q3: 42,089 shares; 2025Q4: 42,368 shares; 2026Q1: 40,416 shares 40,416 $2.29M 0.06% -1,952 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: 6,109 shares; 2024Q4: 5,257 shares; 2025Q1: 4,989 shares; 2025Q2: 5,088 shares; 2025Q3: 7,519 shares; 2025Q4: 7,582 shares; 2026Q1: 7,326 shares 7,326 $2.28M 0.06% -256 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,583 shares; 2025Q3: 16,689 shares; 2025Q4: 23,872 shares; 2026Q1: 30,398 shares 30,398 $2.26M 0.06% +6,526 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,086 shares; 2025Q4: 6,844 shares; 2026Q1: 18,359 shares 18,359 $2.26M 0.06% +11,515 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS 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: 6,608 shares; 2025Q3: 10,399 shares; 2025Q4: 14,777 shares; 2026Q1: 18,883 shares 18,883 $2.23M 0.06% +4,106 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 20,589 shares; 2025Q3: 27,178 shares; 2025Q4: 38,645 shares; 2026Q1: 49,154 shares 49,154 $2.2M 0.06% +10,509 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: 4,245 shares; 2024Q4: 4,195 shares; 2025Q1: 7,843 shares; 2025Q2: 8,098 shares; 2025Q3: 8,279 shares; 2025Q4: 15,795 shares; 2026Q1: 16,489 shares 16,489 $2.19M 0.06% +694 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: 68,240 shares; 2024Q4: 67,084 shares; 2025Q1: 44,041 shares; 2025Q2: 17,337 shares; 2025Q3: 16,366 shares; 2025Q4: 13,723 shares; 2026Q1: 14,950 shares 14,950 $2.16M 0.06% +1,227 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 17,952 shares; 2025Q3: 24,621 shares; 2025Q4: 47,359 shares; 2026Q1: 60,844 shares 60,844 $2.16M 0.06% +13,485 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 12,053 shares; 2026Q1: 33,306 shares 33,306 $2.14M 0.06% +21,253 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,318 shares; 2025Q3: 21,354 shares; 2025Q4: 30,270 shares; 2026Q1: 38,198 shares 38,198 $2.13M 0.06% +7,928 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,708 shares; 2025Q2: 22,774 shares; 2025Q3: 22,177 shares; 2025Q4: 21,656 shares; 2026Q1: 21,684 shares 21,684 $2.13M 0.06% +28 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,097 shares; 2024Q4: 22,345 shares; 2025Q1: 18,556 shares; 2025Q2: 18,117 shares; 2025Q3: 17,053 shares; 2025Q4: 19,390 shares; 2026Q1: 19,109 shares 19,109 $2.13M 0.06% -281 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,581 shares; 2025Q4: 12,113 shares; 2026Q1: 15,206 shares 15,206 $2.13M 0.06% +3,093 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,542 shares; 2025Q4: 149,469 shares; 2026Q1: 190,459 shares 190,459 $2.06M 0.06% +40,990 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,216 shares; 2025Q4: 22,586 shares; 2026Q1: 21,387 shares 21,387 $2.03M 0.06% -1,199 Timeline DAVE DAVE INC More: the full row for DAVE 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: 9,280 shares; 2026Q1: 11,593 shares 11,593 $2.02M 0.06% +2,313 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 17,311 shares; 2026Q1: 21,998 shares 21,998 $2.02M 0.06% +4,687 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 17,214 shares; 2025Q3: 27,396 shares; 2025Q4: 39,187 shares; 2026Q1: 74,268 shares 74,268 $2.01M 0.05% +35,081 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,479 shares; 2025Q4: 108,269 shares; 2026Q1: 129,710 shares 129,710 $1.99M 0.05% +21,441 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,535 shares; 2025Q3: 13,215 shares; 2025Q4: 18,909 shares; 2026Q1: 23,923 shares 23,923 $1.96M 0.05% +5,014 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,575 shares; 2025Q4: 37,204 shares; 2026Q1: 39,013 shares 39,013 $1.96M 0.05% +1,809 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY 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: 39,784 shares; 2025Q3: 63,073 shares; 2025Q4: 90,174 shares; 2026Q1: 135,922 shares 135,922 $1.94M 0.05% +45,748 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,822 shares; 2025Q3: 16,494 shares; 2025Q4: 16,494 shares; 2026Q1: 19,514 shares 19,514 $1.94M 0.05% +3,020 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 22,296 shares; 2025Q3: 33,406 shares; 2025Q4: 59,603 shares; 2026Q1: 105,406 shares 105,406 $1.93M 0.05% +45,803 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: 6,884 shares; 2025Q3: 10,688 shares; 2025Q4: 15,075 shares; 2026Q1: 19,120 shares 19,120 $1.88M 0.05% +4,045 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: 22,476 shares; 2024Q4: 22,476 shares; 2025Q1: 23,804 shares; 2025Q2: 22,726 shares; 2025Q3: 23,554 shares; 2025Q4: 22,787 shares; 2026Q1: 23,601 shares 23,601 $1.88M 0.05% +814 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 9,636 shares; 2025Q1: 9,380 shares; 2025Q2: 9,296 shares; 2025Q3: 9,317 shares; 2025Q4: 8,959 shares; 2026Q1: 8,064 shares 8,064 $1.85M 0.05% -895 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR 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: 5,343 shares; 2025Q3: 8,526 shares; 2025Q4: 12,033 shares; 2026Q1: 15,300 shares 15,300 $1.83M 0.05% +3,267 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,613 shares; 2024Q4: 19,118 shares; 2025Q1: 18,972 shares; 2025Q2: 15,096 shares; 2025Q3: 14,069 shares; 2025Q4: 30,311 shares; 2026Q1: 38,224 shares 38,224 $1.8M 0.05% +7,913 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 36,213 shares; 2026Q1: 36,918 shares 36,918 $1.79M 0.05% +705 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,384 shares; 2025Q4: 8,329 shares; 2026Q1: 8,229 shares 8,229 $1.76M 0.05% -100 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,290 shares; 2025Q3: 9,707 shares; 2025Q4: 54,706 shares; 2026Q1: 76,335 shares 76,335 $1.75M 0.05% +21,629 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,731 shares 2,731 $1.74M 0.05% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,769 shares; 2025Q3: 10,463 shares; 2025Q4: 14,884 shares; 2026Q1: 18,845 shares 18,845 $1.73M 0.05% +3,961 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 8,958 shares; 2025Q1: 8,831 shares; 2025Q2: 8,338 shares; 2025Q3: 8,180 shares; 2025Q4: 7,746 shares; 2026Q1: 7,332 shares 7,332 $1.73M 0.05% -414 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 14,609 shares; 2025Q3: 14,750 shares; 2025Q4: 20,755 shares; 2026Q1: 29,201 shares 29,201 $1.72M 0.05% +8,446 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: 1,700 shares; 2024Q4: 1,588 shares; 2025Q1: 2,013 shares; 2025Q2: 2,246 shares; 2025Q3: 2,321 shares; 2025Q4: 2,459 shares; 2026Q1: 2,392 shares 2,392 $1.69M 0.05% -67 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 6,608 shares; 2025Q3: 10,383 shares; 2025Q4: 15,221 shares; 2026Q1: 19,131 shares 19,131 $1.69M 0.05% +3,910 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,327 shares; 2025Q3: 26,813 shares; 2025Q4: 37,931 shares; 2026Q1: 48,127 shares 48,127 $1.69M 0.05% +10,196 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: 6,989 shares; 2024Q4: 7,018 shares; 2025Q1: 7,502 shares; 2025Q2: 7,355 shares; 2025Q3: 7,570 shares; 2025Q4: 7,633 shares; 2026Q1: 8,664 shares 8,664 $1.67M 0.05% +1,031 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,312 shares; 2025Q3: 53,276 shares; 2025Q4: 83,702 shares; 2026Q1: 105,979 shares 105,979 $1.66M 0.05% +22,277 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 13,000 shares; 2026Q1: 16,586 shares 16,586 $1.65M 0.05% +3,586 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,838 shares; 2024Q4: 182,006 shares; 2025Q1: 96,249 shares; 2025Q2: 47,445 shares; 2025Q3: 38,475 shares; 2025Q4: 9,479 shares; 2026Q1: 35,183 shares 35,183 $1.64M 0.05% +25,704 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: 42,664 shares; 2024Q4: 80,871 shares; 2025Q1: 76,498 shares; 2025Q2: 75,924 shares; 2025Q3: 68,042 shares; 2025Q4: 59,867 shares; 2026Q1: 66,421 shares 66,421 $1.64M 0.05% +6,554 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 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: 11,908 shares; 2025Q3: 18,881 shares; 2025Q4: 27,300 shares; 2026Q1: 34,641 shares 34,641 $1.64M 0.04% +7,341 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,598 shares; 2024Q4: 87,598 shares; 2025Q1: 87,598 shares; 2025Q2: 87,598 shares; 2025Q3: 102,950 shares; 2025Q4: 102,950 shares; 2026Q1: 120,250 shares 120,250 $1.62M 0.04% +17,300 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 713 shares; 2025Q1: 741 shares; 2025Q2: 628 shares; 2025Q3: 573 shares; 2025Q4: 2,820 shares; 2026Q1: 4,477 shares 4,477 $1.6M 0.04% +1,657 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,935 shares; 2025Q2: 20,480 shares; 2025Q3: 26,715 shares; 2025Q4: 28,320 shares; 2026Q1: 32,810 shares 32,810 $1.57M 0.04% +4,490 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: 6,947 shares; 2024Q4: 11,973 shares; 2025Q1: 11,988 shares; 2025Q2: 11,464 shares; 2025Q3: 13,469 shares; 2025Q4: 13,785 shares; 2026Q1: 18,812 shares 18,812 $1.56M 0.04% +5,027 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,657 shares; 2025Q3: 10,528 shares; 2025Q4: 15,333 shares; 2026Q1: 19,484 shares 19,484 $1.55M 0.04% +4,151 Timeline REET 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: 594,790 shares; 2024Q4: 573,651 shares; 2025Q1: 573,949 shares; 2025Q2: 577,488 shares; 2025Q3: 618,609 shares; 2025Q4: 113,175 shares; 2026Q1: 61,102 shares 61,102 $1.54M 0.04% -52,073 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,487 shares; 2025Q1: 6,441 shares; 2025Q2: 6,679 shares; 2025Q3: 6,569 shares; 2025Q4: 6,459 shares; 2026Q1: 6,769 shares 6,769 $1.53M 0.04% +310 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: 8,503 shares; 2024Q4: 8,265 shares; 2025Q1: 8,350 shares; 2025Q2: 8,665 shares; 2025Q3: 9,675 shares; 2025Q4: 9,180 shares; 2026Q1: 9,797 shares 9,797 $1.52M 0.04% +617 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,680 shares; 2025Q3: 10,286 shares; 2025Q4: 15,038 shares; 2026Q1: 24,933 shares 24,933 $1.51M 0.04% +9,895 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,956 shares; 2026Q1: 31,070 shares 31,070 $1.51M 0.04% +114 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares; 2026Q1: 20,239 shares 20,239 $1.5M 0.04% +16,716 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,624 shares; 2025Q4: 6,624 shares; 2026Q1: 6,624 shares 6,624 $1.49M 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,193 shares; 2024Q4: 470,477 shares; 2025Q1: 298,509 shares; 2025Q2: 114,870 shares; 2025Q3: 88,373 shares; 2025Q4: 56,286 shares; 2026Q1: 51,198 shares 51,198 $1.48M 0.04% -5,088 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: 9,309 shares; 2024Q4: 9,422 shares; 2025Q1: 9,928 shares; 2025Q2: 10,367 shares; 2025Q3: 10,523 shares; 2025Q4: 10,172 shares; 2026Q1: 10,022 shares 10,022 $1.47M 0.04% -150 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,436 shares; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,491 shares; 2026Q1: 7,686 shares 7,686 $1.47M 0.04% -805 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: 22,240 shares; 2024Q4: 22,240 shares; 2025Q1: 22,240 shares; 2025Q2: 22,240 shares; 2025Q3: 22,490 shares; 2025Q4: 22,240 shares; 2026Q1: 22,338 shares 22,338 $1.47M 0.04% +98 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,515 shares 47,515 $1.46M 0.04% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 1,919 shares; 2025Q3: 1,991 shares; 2025Q4: 4,319 shares; 2026Q1: 7,810 shares 7,810 $1.44M 0.04% +3,491 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,346 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,144 shares; 2026Q1: 21,168 shares 21,168 $1.4M 0.04% +24 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS 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: 8,796 shares; 2025Q3: 14,184 shares; 2025Q4: 19,986 shares; 2026Q1: 32,673 shares 32,673 $1.39M 0.04% +12,687 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,002 shares 10,002 $1.36M 0.04% new 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: 39,015 shares; 2024Q4: 39,339 shares; 2025Q1: 39,482 shares; 2025Q2: 37,904 shares; 2025Q3: 40,417 shares; 2025Q4: 10,301 shares; 2026Q1: 5,081 shares 5,081 $1.36M 0.04% -5,220 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,291 shares; 2026Q1: 65,538 shares 65,538 $1.35M 0.04% +21,247 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: 56,610 shares; 2024Q4: 32,076 shares; 2025Q1: 36,768 shares; 2025Q2: 34,439 shares; 2025Q3: 31,703 shares; 2025Q4: 28,954 shares; 2026Q1: 26,900 shares 26,900 $1.33M 0.04% -2,054 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,870 shares; 2024Q4: 111,416 shares; 2025Q1: 101,237 shares; 2025Q2: 52,404 shares; 2025Q3: 28,220 shares; 2025Q4: 24,034 shares; 2026Q1: 22,044 shares 22,044 $1.31M 0.04% -1,990 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,849 shares; 2026Q1: 13,732 shares 13,732 $1.29M 0.04% +3,883 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: 2,153 shares; 2024Q4: 1,527 shares; 2025Q1: 1,453 shares; 2025Q2: 1,495 shares; 2025Q3: 1,440 shares; 2025Q4: 1,385 shares; 2026Q1: 1,435 shares 1,435 $1.29M 0.04% +50 Timeline KRE 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: 208,776 shares; 2024Q4: 200,285 shares; 2025Q1: 201,752 shares; 2025Q2: 196,169 shares; 2025Q3: 202,301 shares; 2025Q4: 28,882 shares; 2026Q1: 19,641 shares 19,641 $1.28M 0.04% -9,241 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 3,401 shares; 2025Q1: 3,575 shares; 2025Q2: 3,620 shares; 2025Q3: 4,268 shares; 2025Q4: 4,410 shares; 2026Q1: 4,681 shares 4,681 $1.27M 0.03% +271 Timeline NUSC 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: 19,253 shares; 2024Q4: 17,247 shares; 2025Q1: 22,597 shares; 2025Q2: 20,914 shares; 2025Q3: 19,995 shares; 2025Q4: 25,187 shares; 2026Q1: 27,804 shares 27,804 $1.25M 0.03% +2,617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,946 shares; 2025Q4: 47,211 shares; 2026Q1: 53,084 shares 53,084 $1.23M 0.03% +5,873 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 7,358 shares; 2025Q1: 7,463 shares; 2025Q2: 7,328 shares; 2025Q3: 11,203 shares; 2025Q4: 11,073 shares; 2026Q1: 11,118 shares 11,118 $1.23M 0.03% +45 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,773 shares; 2025Q4: 6,933 shares; 2026Q1: 20,725 shares 20,725 $1.21M 0.03% +13,792 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,751 shares; 2024Q4: 11,956 shares; 2025Q1: 13,858 shares; 2025Q2: 13,740 shares; 2025Q3: 13,793 shares; 2025Q4: 13,973 shares; 2026Q1: 12,928 shares 12,928 $1.2M 0.03% -1,045 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 3,649 shares; 2025Q1: 3,944 shares; 2025Q2: 5,371 shares; 2025Q3: 5,371 shares; 2025Q4: 6,852 shares; 2026Q1: 7,139 shares 7,139 $1.17M 0.03% +287 Timeline JPRE 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: 23,395 shares; 2026Q1: 24,426 shares 24,426 $1.17M 0.03% +1,031 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: 6,303 shares; 2024Q4: 5,983 shares; 2025Q1: 5,793 shares; 2025Q2: 5,793 shares; 2025Q3: 5,818 shares; 2025Q4: 12,959 shares; 2026Q1: 12,961 shares 12,961 $1.17M 0.03% +2 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: 1,351 shares; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 1,609 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,789 shares 4,789 $1.17M 0.03% +7 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,749 shares; 2024Q4: 29,526 shares; 2025Q1: 22,943 shares; 2025Q2: 19,866 shares; 2025Q3: 16,994 shares; 2025Q4: 15,252 shares; 2026Q1: 13,205 shares 13,205 $1.14M 0.03% -2,047 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 14,329 shares; 2025Q1: 16,533 shares; 2025Q2: 17,189 shares; 2025Q3: 16,824 shares; 2025Q4: 17,814 shares; 2026Q1: 18,129 shares 18,129 $1.14M 0.03% +315 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 1,928 shares; 2025Q1: 2,115 shares; 2025Q2: 2,082 shares; 2025Q3: 1,883 shares; 2025Q4: 1,897 shares; 2026Q1: 2,250 shares 2,250 $1.11M 0.03% +353 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: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,653 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 1,226 shares; 2026Q1: 1,277 shares 1,277 $1.11M 0.03% +51 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 2,411 shares; 2025Q2: 3,777 shares; 2025Q3: 12,461 shares; 2025Q4: 10,838 shares; 2026Q1: 9,063 shares 9,063 $1.09M 0.03% -1,775 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,092 shares; 2024Q4: 25,092 shares; 2025Q1: 22,892 shares; 2025Q2: 22,892 shares; 2025Q3: 22,892 shares; 2025Q4: 22,892 shares; 2026Q1: 23,492 shares 23,492 $1.08M 0.03% +600 VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 7,821 shares; 2025Q1: 7,704 shares; 2025Q2: 7,709 shares; 2025Q3: 7,719 shares; 2025Q4: 7,805 shares; 2026Q1: 7,764 shares 7,764 $1.07M 0.03% -41 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: 19,150 shares; 2024Q4: 15,783 shares; 2025Q1: 14,619 shares; 2025Q2: 13,911 shares; 2025Q3: 13,655 shares; 2025Q4: 17,262 shares; 2026Q1: 22,605 shares 22,605 $1.06M 0.03% +5,343 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 10,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,333 shares; 2025Q4: 21,965 shares; 2026Q1: 20,857 shares 20,857 $1.05M 0.03% -1,108 Timeline AOM 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: 39,859 shares; 2024Q4: 39,665 shares; 2025Q1: 64,157 shares; 2025Q2: 33,141 shares; 2025Q3: 24,217 shares; 2025Q4: 26,986 shares; 2026Q1: 21,860 shares 21,860 $1.04M 0.03% -5,126 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,957 shares 5,957 $1.03M 0.03% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,635 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,626 shares; 2026Q1: 6,385 shares 6,385 $1.03M 0.03% -241 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: 14,047 shares; 2024Q4: 14,047 shares; 2025Q1: 12,917 shares; 2025Q2: 13,260 shares; 2025Q3: 13,260 shares; 2025Q4: 13,466 shares; 2026Q1: 14,037 shares 14,037 $1.02M 0.03% +571 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,126 shares 3,126 $1.02M 0.03% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,286 shares; 2024Q4: 39,980 shares; 2025Q1: 36,325 shares; 2025Q2: 13,051 shares; 2025Q3: 10,532 shares; 2025Q4: 9,037 shares; 2026Q1: 8,320 shares 8,320 $1.01M 0.03% -717 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,943 shares; 2025Q2: 54,183 shares; 2025Q3: 54,658 shares; 2025Q4: 53,686 shares; 2026Q1: 52,161 shares 52,161 $1M 0.03% -1,525 VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,649 shares; 2024Q4: 25,544 shares; 2025Q1: 35,891 shares; 2025Q2: 35,810 shares; 2025Q3: 35,859 shares; 2025Q4: 40,065 shares; 2026Q1: 36,555 shares 36,555 $999K 0.03% -3,510 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: 6,489 shares; 2024Q4: 6,508 shares; 2025Q1: 6,501 shares; 2025Q2: 6,917 shares; 2025Q3: 6,965 shares; 2025Q4: 7,039 shares; 2026Q1: 6,994 shares 6,994 $996K 0.03% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,357 shares 20,357 $996K 0.03% new 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: 4,023 shares; 2024Q4: 3,200 shares; 2025Q1: 3,504 shares; 2025Q2: 3,362 shares; 2025Q3: 3,086 shares; 2025Q4: 3,072 shares; 2026Q1: 3,042 shares 3,042 $992K 0.03% -30 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: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,166 shares; 2025Q2: 2,226 shares; 2025Q3: 2,250 shares; 2025Q4: 2,222 shares; 2026Q1: 2,068 shares 2,068 $979K 0.03% -154 Timeline HYXF 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: 6,537 shares; 2024Q4: 6,537 shares; 2025Q1: 18,270 shares; 2025Q2: 17,585 shares; 2025Q3: 17,766 shares; 2025Q4: 18,753 shares; 2026Q1: 21,073 shares 21,073 $976K 0.03% +2,320 Timeline SCHK 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: 30,673 shares 30,673 $961K 0.03% new Timeline EFIV 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: 54,741 shares; 2024Q4: 49,190 shares; 2025Q1: 47,914 shares; 2025Q2: 33,289 shares; 2025Q3: 19,630 shares; 2025Q4: 15,387 shares; 2026Q1: 15,118 shares 15,118 $954K 0.03% -269 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 3,428 shares; 2025Q4: 4,915 shares; 2026Q1: 6,128 shares 6,128 $950K 0.03% +1,213 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,102 shares; 2025Q1: 1,239 shares; 2025Q2: 1,260 shares; 2025Q3: 1,254 shares; 2025Q4: 1,243 shares; 2026Q1: 1,372 shares 1,372 $936K 0.03% +129 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: 7,742 shares; 2024Q4: 7,756 shares; 2025Q1: 8,171 shares; 2025Q2: 8,547 shares; 2025Q3: 12,149 shares; 2025Q4: 12,305 shares; 2026Q1: 12,301 shares 12,301 $936K 0.03% -4 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 3,850 shares; 2026Q1: 4,298 shares 4,298 $934K 0.03% +448 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,905 shares; 2024Q4: 55,518 shares; 2025Q1: 48,450 shares; 2025Q2: 44,997 shares; 2025Q3: 42,633 shares; 2025Q4: 30,444 shares; 2026Q1: 30,049 shares 30,049 $930K 0.03% -395 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,347 shares; 2025Q1: 4,506 shares; 2025Q2: 4,642 shares; 2025Q3: 4,455 shares; 2025Q4: 4,321 shares; 2026Q1: 4,898 shares 4,898 $929K 0.03% +577 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: 13,991 shares; 2025Q3: 18,347 shares; 2025Q4: 18,652 shares; 2026Q1: 17,696 shares 17,696 $924K 0.03% -956 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 6,105 shares; 2025Q1: 6,313 shares; 2025Q2: 6,235 shares; 2025Q3: 6,107 shares; 2025Q4: 6,160 shares; 2026Q1: 5,317 shares 5,317 $899K 0.02% -843 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: 12,791 shares; 2024Q4: 12,772 shares; 2025Q1: 12,696 shares; 2025Q2: 12,547 shares; 2025Q3: 12,337 shares; 2025Q4: 8,769 shares; 2026Q1: 8,964 shares 8,964 $866K 0.02% +195 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 9,248 shares; 2025Q1: 9,156 shares; 2025Q2: 9,158 shares; 2025Q3: 9,025 shares; 2025Q4: 9,115 shares; 2026Q1: 9,183 shares 9,183 $863K 0.02% +68 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,011 shares; 2025Q1: 3,158 shares; 2025Q2: 3,084 shares; 2025Q3: 2,840 shares; 2025Q4: 2,629 shares; 2026Q1: 2,678 shares 2,678 $859K 0.02% +49 Timeline ULTY TIDAL TRUST II More: the full row for TIDAL 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: 23,734 shares; 2026Q1: 27,883 shares 27,883 $855K 0.02% +4,149 Timeline RWO 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: 114,871 shares; 2024Q4: 88,406 shares; 2025Q1: 74,328 shares; 2025Q2: 72,421 shares; 2025Q3: 69,078 shares; 2025Q4: 48,362 shares; 2026Q1: 18,330 shares 18,330 $839K 0.02% -30,032 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares 2,099 $823K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 752 shares; 2025Q2: 879 shares; 2025Q3: 867 shares; 2025Q4: 788 shares; 2026Q1: 963 shares 963 $815K 0.02% +175 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: 10,442 shares; 2024Q4: 10,428 shares; 2025Q1: 10,410 shares; 2025Q2: 10,260 shares; 2025Q3: 10,057 shares; 2025Q4: 8,775 shares; 2026Q1: 8,545 shares 8,545 $808K 0.02% -230 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: 5,947 shares; 2025Q1: 2,683 shares; 2025Q2: 3,549 shares; 2025Q3: 3,717 shares; 2025Q4: 3,927 shares; 2026Q1: 5,480 shares 5,480 $802K 0.02% +1,553 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,051 shares; 2024Q4: 19,051 shares; 2025Q1: 19,533 shares; 2025Q2: 19,768 shares; 2025Q3: 19,705 shares; 2025Q4: 19,542 shares; 2026Q1: 19,488 shares 19,488 $800K 0.02% -54 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,976 shares; 2025Q1: 3,409 shares; 2025Q2: 3,559 shares; 2025Q3: 3,548 shares; 2025Q4: 3,562 shares; 2026Q1: 3,804 shares 3,804 $792K 0.02% +242 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: 2,944 shares; 2024Q4: 2,796 shares; 2025Q1: 3,083 shares; 2025Q2: 3,040 shares; 2025Q3: 3,069 shares; 2025Q4: 3,149 shares; 2026Q1: 3,200 shares 3,200 $776K 0.02% +51 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares; 2026Q1: 2,075 shares 2,075 $769K 0.02% +697 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares; 2026Q1: 21,500 shares 21,500 $762K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,713 shares; 2026Q1: 15,839 shares 15,839 $761K 0.02% +2,126 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,364 shares 8,364 $755K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 6,903 shares; 2025Q1: 10,175 shares; 2025Q2: 10,573 shares; 2025Q3: 11,223 shares; 2025Q4: 11,624 shares; 2026Q1: 10,325 shares 10,325 $743K 0.02% -1,299 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: 10,604 shares; 2024Q4: 8,648 shares; 2025Q1: 8,371 shares; 2025Q2: 8,466 shares; 2025Q3: 6,665 shares; 2025Q4: 5,130 shares; 2026Q1: 5,086 shares 5,086 $742K 0.02% -44 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: 17,389 shares; 2024Q4: 16,967 shares; 2025Q1: 15,658 shares; 2025Q2: 18,153 shares; 2025Q3: 17,400 shares; 2025Q4: 10,893 shares; 2026Q1: 10,937 shares 10,937 $739K 0.02% +44 Timeline PBE 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: 24,353 shares; 2024Q4: 24,139 shares; 2025Q1: 23,863 shares; 2025Q2: 12,830 shares; 2025Q3: 10,200 shares; 2025Q4: 9,687 shares; 2026Q1: 9,314 shares 9,314 $737K 0.02% -373 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: 17,740 shares; 2024Q4: 17,615 shares; 2025Q1: 18,543 shares; 2025Q2: 633 shares; 2025Q3: 3,116 shares; 2025Q4: 3,085 shares; 2026Q1: 1,799 shares 1,799 $733K 0.02% -1,286 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,626 shares; 2025Q2: 38,491 shares; 2025Q3: 38,491 shares; 2025Q4: 37,841 shares; 2026Q1: 37,841 shares 37,841 $730K 0.02% 0 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,914 shares 9,914 $730K 0.02% new 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: 10,633 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,948 shares; 2026Q1: 17,821 shares 17,821 $721K 0.02% +1,873 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: 3,337 shares; 2024Q4: 3,309 shares; 2025Q1: 3,710 shares; 2025Q2: 3,909 shares; 2025Q3: 3,885 shares; 2025Q4: 4,017 shares; 2026Q1: 4,450 shares 4,450 $711K 0.02% +433 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,144 shares; 2025Q1: 3,927 shares; 2025Q2: 3,730 shares; 2025Q3: 3,677 shares; 2025Q4: 3,695 shares; 2026Q1: 3,651 shares 3,651 $709K 0.02% -44 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: 5,800 shares; 2024Q4: 5,806 shares; 2025Q1: 4,980 shares; 2025Q2: 5,078 shares; 2025Q3: 5,090 shares; 2025Q4: 5,017 shares; 2026Q1: 5,067 shares 5,067 $706K 0.02% +50 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,322 shares; 2025Q1: 2,132 shares; 2025Q2: 2,354 shares; 2025Q3: 2,727 shares; 2025Q4: 2,270 shares; 2026Q1: 2,744 shares 2,744 $706K 0.02% +474 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,453 shares; 2025Q4: 2,400 shares; 2026Q1: 2,590 shares 2,590 $705K 0.02% +190 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 49,825 shares; 2025Q1: 53,425 shares; 2025Q2: 52,325 shares; 2025Q3: 52,325 shares; 2025Q4: 49,325 shares; 2026Q1: 49,325 shares 49,325 $695K 0.02% 0 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: 46,283 shares; 2024Q4: 33,050 shares; 2025Q1: 35,947 shares; 2025Q2: 30,575 shares; 2025Q3: 171,115 shares; 2025Q4: 96,241 shares; 2026Q1: 13,592 shares 13,592 $693K 0.02% -82,649 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 10,579 shares; 2025Q1: 11,973 shares; 2025Q2: 9,170 shares; 2025Q3: 8,416 shares; 2025Q4: 16,278 shares; 2026Q1: 15,049 shares 15,049 $691K 0.02% -1,229 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 5,124 shares; 2025Q1: 4,874 shares; 2025Q2: 4,717 shares; 2025Q3: 4,238 shares; 2025Q4: 3,614 shares; 2026Q1: 3,474 shares 3,474 $689K 0.02% -140 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,827 shares; 2025Q1: 6,343 shares; 2025Q2: 6,342 shares; 2025Q3: 6,324 shares; 2025Q4: 7,266 shares; 2026Q1: 7,339 shares 7,339 $679K 0.02% +73 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,893 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 7,269 shares 7,269 $677K 0.02% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,167 shares; 2026Q1: 10,192 shares 10,192 $637K 0.02% +25 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,037 shares; 2024Q4: 63,810 shares; 2025Q1: 42,296 shares; 2025Q2: 14,307 shares; 2025Q3: 11,813 shares; 2025Q4: 8,087 shares; 2026Q1: 7,077 shares 7,077 $634K 0.02% -1,010 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,315 shares; 2025Q2: 1,953 shares; 2025Q3: 1,740 shares; 2025Q4: 1,720 shares; 2026Q1: 1,731 shares 1,731 $621K 0.02% +11 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,580 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,022 shares; 2026Q1: 18,022 shares 18,022 $619K 0.02% 0 Timeline ICF 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: 11,692 shares; 2024Q4: 11,432 shares; 2025Q1: 10,679 shares; 2025Q2: 10,224 shares; 2025Q3: 10,258 shares; 2025Q4: 10,149 shares; 2026Q1: 9,805 shares 9,805 $607K 0.02% -344 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,236 shares; 2024Q4: 133,649 shares; 2025Q1: 132,345 shares; 2025Q2: 24,187 shares; 2025Q3: 33,694 shares; 2025Q4: 16,654 shares; 2026Q1: 23,263 shares 23,263 $596K 0.02% +6,609 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,845 shares; 2025Q1: 6,900 shares; 2025Q2: 7,135 shares; 2025Q3: 7,260 shares; 2025Q4: 7,534 shares; 2026Q1: 7,415 shares 7,415 $594K 0.02% -119 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,382 shares; 2025Q4: 1,573 shares; 2026Q1: 1,754 shares 1,754 $593K 0.02% +181 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,010 shares; 2025Q1: 4,004 shares; 2025Q2: 4,011 shares; 2025Q3: 4,011 shares; 2025Q4: 4,161 shares; 2026Q1: 4,506 shares 4,506 $590K 0.02% +345 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: 7,005 shares; 2024Q4: 4,277 shares; 2025Q1: 5,228 shares; 2025Q2: 5,326 shares; 2025Q3: 4,811 shares; 2025Q4: 3,741 shares; 2026Q1: 3,599 shares 3,599 $582K 0.02% -142 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,950 shares; 2026Q1: 7,661 shares 7,661 $578K 0.02% -5,289 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: 23,185 shares; 2024Q4: 23,185 shares; 2025Q1: 20,025 shares; 2025Q2: 20,025 shares; 2025Q3: 20,025 shares; 2025Q4: 19,157 shares; 2026Q1: 17,209 shares 17,209 $577K 0.02% -1,948 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,212 shares 6,212 $575K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,035 shares 2,035 $573K 0.02% -165 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: 8,743 shares; 2024Q4: 8,250 shares; 2025Q1: 8,050 shares; 2025Q2: 7,145 shares; 2025Q3: 7,115 shares; 2025Q4: 7,115 shares; 2026Q1: 6,934 shares 6,934 $573K 0.02% -181 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,529 shares; 2024Q4: 134,592 shares; 2025Q1: 23,420 shares; 2025Q2: 20,816 shares; 2025Q3: 20,609 shares; 2025Q4: 20,147 shares; 2026Q1: 16,832 shares 16,832 $570K 0.02% -3,315 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: 308,190 shares; 2024Q4: 301,521 shares; 2025Q1: 325,386 shares; 2025Q2: 360,905 shares; 2025Q3: 390,837 shares; 2025Q4: 35,812 shares; 2026Q1: 19,935 shares 19,935 $560K 0.02% -15,877 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: 2,634 shares; 2024Q4: 3,128 shares; 2025Q1: 3,336 shares; 2025Q2: 3,637 shares; 2025Q3: 3,558 shares; 2025Q4: 3,360 shares; 2026Q1: 3,490 shares 3,490 $560K 0.02% +130 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,688 shares; 2026Q1: 4,416 shares 4,416 $556K 0.02% -1,272 Timeline SCHE 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: 19,982 shares; 2024Q4: 18,031 shares; 2025Q1: 18,203 shares; 2025Q2: 18,174 shares; 2025Q3: 17,403 shares; 2025Q4: 15,595 shares; 2026Q1: 16,770 shares 16,770 $553K 0.02% +1,175 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,043 shares; 2025Q1: 1,530 shares; 2025Q2: 1,610 shares; 2025Q3: 1,529 shares; 2025Q4: 1,408 shares; 2026Q1: 1,544 shares 1,544 $552K 0.02% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 1,804 shares; 2025Q4: 1,717 shares; 2026Q1: 1,669 shares 1,669 $548K 0.02% -48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,120 shares; 2025Q2: 2,872 shares; 2025Q3: 2,913 shares; 2025Q4: 2,794 shares; 2026Q1: 3,003 shares 3,003 $548K 0.02% +209 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,690 shares; 2025Q1: 2,630 shares; 2025Q2: 2,415 shares; 2025Q3: 2,434 shares; 2025Q4: 2,197 shares; 2026Q1: 2,021 shares 2,021 $547K 0.02% -176 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,847 shares; 2025Q2: 3,939 shares; 2025Q3: 3,925 shares; 2025Q4: 3,878 shares; 2026Q1: 4,170 shares 4,170 $537K 0.01% +292 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 11,277 shares; 2025Q1: 10,300 shares; 2025Q2: 10,227 shares; 2025Q3: 10,314 shares; 2025Q4: 9,443 shares; 2026Q1: 9,461 shares 9,461 $536K 0.01% +18 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,590 shares; 2024Q4: 32,148 shares; 2025Q1: 12,631 shares; 2025Q2: 12,605 shares; 2025Q3: 11,768 shares; 2025Q4: 11,726 shares; 2026Q1: 11,207 shares 11,207 $536K 0.01% -519 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: 2,068 shares; 2024Q4: 2,038 shares; 2025Q1: 2,026 shares; 2025Q2: 1,911 shares; 2025Q3: 1,869 shares; 2025Q4: 1,682 shares; 2026Q1: 1,629 shares 1,629 $533K 0.01% -53 Timeline QDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares; 2026Q1: 6,730 shares 6,730 $532K 0.01% +1,191 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,175 shares 8,175 $531K 0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,611 shares; 2025Q2: 6,798 shares; 2025Q3: 6,154 shares; 2025Q4: 6,150 shares; 2026Q1: 4,685 shares 4,685 $527K 0.01% -1,465 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,775 shares; 2026Q1: 9,233 shares 9,233 $524K 0.01% +458 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 4,990 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares 4,595 $520K 0.01% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,574 shares; 2026Q1: 14,161 shares 14,161 $511K 0.01% +1,587 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: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 8,799 shares; 2025Q2: 9,021 shares; 2025Q3: 8,612 shares; 2025Q4: 9,563 shares; 2026Q1: 9,645 shares 9,645 $502K 0.01% +82 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,542 shares; 2025Q4: 1,551 shares; 2026Q1: 1,581 shares 1,581 $497K 0.01% +30 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,355 shares; 2024Q4: 36,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,423 shares 3,423 $496K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 10,646 shares; 2025Q1: 12,075 shares; 2025Q2: 11,462 shares; 2025Q3: 11,301 shares; 2025Q4: 10,765 shares; 2026Q1: 9,353 shares 9,353 $494K 0.01% -1,412 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,287 shares; 2024Q4: 15,313 shares; 2025Q1: 15,301 shares; 2025Q2: 15,588 shares; 2025Q3: 15,585 shares; 2025Q4: 15,253 shares; 2026Q1: 15,749 shares 15,749 $478K 0.01% +496 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: 11,750 shares; 2024Q4: 10,984 shares; 2025Q1: 15,315 shares; 2025Q2: 15,030 shares; 2025Q3: 11,392 shares; 2025Q4: 8,957 shares; 2026Q1: 9,492 shares 9,492 $477K 0.01% +535 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: 3,707 shares; 2024Q4: 3,633 shares; 2025Q1: 3,575 shares; 2025Q2: 16,675 shares; 2025Q3: 9,413 shares; 2025Q4: 5,122 shares; 2026Q1: 4,632 shares 4,632 $466K 0.01% -490 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,821 shares; 2026Q1: 4,507 shares 4,507 $463K 0.01% -314 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 4,283 shares; 2025Q1: 4,597 shares; 2025Q2: 4,574 shares; 2025Q3: 5,141 shares; 2025Q4: 6,964 shares; 2026Q1: 7,960 shares 7,960 $459K 0.01% +996 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $456K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,554 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,496 shares 8,496 $453K 0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $450K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 955 shares; 2025Q1: 2,131 shares; 2025Q2: 2,371 shares; 2025Q3: 1,518 shares; 2025Q4: 1,730 shares; 2026Q1: 1,851 shares 1,851 $449K 0.01% +121 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: not reported; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,415 shares; 2026Q1: 3,735 shares 3,735 $443K 0.01% +320 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 659 shares; 2025Q2: 635 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 592 shares 592 $431K 0.01% -22 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,562 shares; 2025Q2: 4,093 shares; 2025Q3: 3,941 shares; 2025Q4: 3,919 shares; 2026Q1: 5,145 shares 5,145 $431K 0.01% +1,226 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 6,413 shares; 2025Q1: 8,393 shares; 2025Q2: 8,740 shares; 2025Q3: 7,377 shares; 2025Q4: 6,546 shares; 2026Q1: 6,653 shares 6,653 $430K 0.01% +107 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,958 shares; 2024Q4: 780,407 shares; 2025Q1: 44,370 shares; 2025Q2: 40,461 shares; 2025Q3: 40,000 shares; 2025Q4: 39,044 shares; 2026Q1: 39,042 shares 39,042 $425K 0.01% -2 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,854 shares; 2025Q1: 3,960 shares; 2025Q2: 4,763 shares; 2025Q3: 4,699 shares; 2025Q4: 4,695 shares; 2026Q1: 4,878 shares 4,878 $423K 0.01% +183 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,608 shares; 2025Q1: 4,993 shares; 2025Q2: 4,949 shares; 2025Q3: 4,949 shares; 2025Q4: 4,949 shares; 2026Q1: 4,831 shares 4,831 $422K 0.01% -118 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: 11,341 shares; 2024Q4: 6,727 shares; 2025Q1: 7,741 shares; 2025Q2: 7,135 shares; 2025Q3: 6,242 shares; 2025Q4: 4,292 shares; 2026Q1: 5,100 shares 5,100 $418K 0.01% +808 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: 682 shares; 2024Q4: 660 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 641 shares; 2025Q4: 653 shares; 2026Q1: 777 shares 777 $418K 0.01% +124 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $412K 0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 22,200 shares; 2025Q1: 22,200 shares; 2025Q2: 22,200 shares; 2025Q3: 18,240 shares; 2025Q4: 17,740 shares; 2026Q1: 17,740 shares 17,740 $412K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares 2,047 $406K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares; 2026Q1: 5,201 shares 5,201 $401K 0.01% -162 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,107 shares; 2024Q4: 318,819 shares; 2025Q1: 8,510 shares; 2025Q2: 9,119 shares; 2025Q3: 6,244 shares; 2025Q4: 5,342 shares; 2026Q1: 5,305 shares 5,305 $399K 0.01% -37 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,260 shares; 2025Q1: 4,185 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 3,898 shares; 2026Q1: 3,598 shares 3,598 $397K 0.01% -300 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,968 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,915 shares; 2026Q1: 8,620 shares 8,620 $386K 0.01% -2,295 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: 1,518 shares; 2024Q4: 1,062 shares; 2025Q1: 1,200 shares; 2025Q2: 1,109 shares; 2025Q3: 878 shares; 2025Q4: 802 shares; 2026Q1: 833 shares 833 $384K 0.01% +31 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,454 shares; 2026Q1: 7,394 shares 7,394 $383K 0.01% -60 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: 2,769 shares; 2024Q4: 2,689 shares; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,889 shares; 2026Q1: 2,905 shares 2,905 $381K 0.01% +16 Timeline VIS 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: 925 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares 1,207 $377K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,647 shares; 2025Q1: 2,342 shares; 2025Q2: 2,549 shares; 2025Q3: 2,433 shares; 2025Q4: 2,167 shares; 2026Q1: 1,884 shares 1,884 $373K 0.01% -283 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 728 shares; 2025Q1: 723 shares; 2025Q2: 591 shares; 2025Q3: 605 shares; 2025Q4: 490 shares; 2026Q1: 655 shares 655 $369K 0.01% +165 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 15,575 shares; 2025Q3: 15,575 shares; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares 9,950 $368K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,499 shares; 2024Q4: 8,499 shares; 2025Q1: 11,288 shares; 2025Q2: 4,155 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,082 shares 3,082 $363K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 12,003 shares; 2025Q1: 13,259 shares; 2025Q2: 14,912 shares; 2025Q3: 13,807 shares; 2025Q4: 12,575 shares; 2026Q1: 12,628 shares 12,628 $363K 0.01% +53 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 3,802 shares; 2025Q1: 3,944 shares; 2025Q2: 3,922 shares; 2025Q3: 4,483 shares; 2025Q4: 4,423 shares; 2026Q1: 4,218 shares 4,218 $360K 0.01% -205 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,304 shares; 2026Q1: 5,423 shares 5,423 $353K 0.01% +119 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,946 shares; 2025Q1: 2,439 shares; 2025Q2: 2,774 shares; 2025Q3: 2,594 shares; 2025Q4: 2,454 shares; 2026Q1: 2,240 shares 2,240 $352K 0.01% -214 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 2,024 shares; 2025Q1: 3,365 shares; 2025Q2: 3,205 shares; 2025Q3: 2,986 shares; 2025Q4: 2,578 shares; 2026Q1: 2,396 shares 2,396 $351K 0.01% -182 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: 2,670 shares; 2024Q4: 2,044 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,044 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares 2,121 $348K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,984 shares; 2025Q1: 9,123 shares; 2025Q2: 9,986 shares; 2025Q3: 9,952 shares; 2025Q4: 11,137 shares; 2026Q1: 9,027 shares 9,027 $347K 0.01% -2,110 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,417 shares; 2026Q1: 3,308 shares 3,308 $346K 0.01% +891 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: 3,108 shares; 2025Q3: 4,625 shares; 2025Q4: 4,600 shares; 2026Q1: 4,814 shares 4,814 $346K 0.01% +214 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: 1,876 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,798 shares; 2025Q3: 1,715 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares 1,635 $345K 0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,837 shares 4,837 $342K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: not reported; 2025Q1: 7,445 shares; 2025Q2: 7,373 shares; 2025Q3: 7,168 shares; 2025Q4: 8,634 shares; 2026Q1: 9,298 shares 9,298 $342K 0.01% +664 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,163 shares; 2024Q4: 21,464 shares; 2025Q1: 22,814 shares; 2025Q2: 21,849 shares; 2025Q3: 20,711 shares; 2025Q4: 3,847 shares; 2026Q1: 3,395 shares 3,395 $342K 0.01% -452 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 525 shares; 2025Q1: 568 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 685 shares 685 $340K 0.01% +66 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,011 shares; 2025Q4: 7,959 shares; 2026Q1: 6,396 shares 6,396 $339K 0.01% -1,563 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,233 shares; 2025Q3: 1,222 shares; 2025Q4: 1,271 shares; 2026Q1: 1,251 shares 1,251 $333K 0.01% -20 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: 2,893 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,267 shares; 2025Q4: 2,187 shares; 2026Q1: 2,187 shares 2,187 $331K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 1,484 shares; 2025Q4: 3,440 shares; 2026Q1: 2,842 shares 2,842 $327K 0.01% -598 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,790 shares; 2025Q2: 4,720 shares; 2025Q3: 4,885 shares; 2025Q4: 6,385 shares; 2026Q1: 6,805 shares 6,805 $324K 0.01% +420 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,291 shares 5,291 $321K 0.01% new 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: 34,549 shares; 2024Q4: 4,516 shares; 2025Q1: 4,516 shares; 2025Q2: 1,824 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 1,765 shares 1,765 $320K 0.01% -1,036 Timeline SMB 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: 25,710 shares; 2024Q4: 25,710 shares; 2025Q1: 25,710 shares; 2025Q2: 25,710 shares; 2025Q3: 19,270 shares; 2025Q4: 19,270 shares; 2026Q1: 18,463 shares 18,463 $319K 0.01% -807 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: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 1,507 shares; 2025Q3: 1,563 shares; 2025Q4: 2,922 shares; 2026Q1: 2,916 shares 2,916 $318K 0.01% -6 Timeline SUSL 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: 9,086 shares; 2024Q4: 9,099 shares; 2025Q1: 7,760 shares; 2025Q2: 7,760 shares; 2025Q3: 7,760 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares 2,797 $318K 0.01% 0 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 4,085 shares; 2025Q4: 4,085 shares; 2026Q1: 4,096 shares 4,096 $316K 0.01% +11 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,851 shares; 2026Q1: 8,701 shares 8,701 $314K 0.01% -150 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 10,521 shares; 2025Q1: 10,519 shares; 2025Q2: 10,519 shares; 2025Q3: 10,519 shares; 2025Q4: 10,601 shares; 2026Q1: 10,601 shares 10,601 $312K 0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,980 shares; 2026Q1: 10,980 shares 10,980 $311K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,490 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,488 shares 1,488 $311K 0.01% +6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 744 shares; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 704 shares; 2025Q4: 478 shares; 2026Q1: 560 shares 560 $307K 0.01% +82 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 2,769 shares; 2025Q4: 5,903 shares; 2026Q1: 3,134 shares 3,134 $306K 0.01% -2,769 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,836 shares; 2025Q1: 2,879 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares 3,143 $304K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,620 shares; 2025Q2: 4,920 shares; 2025Q3: 4,638 shares; 2025Q4: 4,475 shares; 2026Q1: 4,475 shares 4,475 $302K 0.01% 0 Timeline GWX 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: 17,869 shares; 2024Q4: 17,137 shares; 2025Q1: 16,095 shares; 2025Q2: 14,748 shares; 2025Q3: 11,445 shares; 2025Q4: 8,403 shares; 2026Q1: 7,151 shares 7,151 $302K 0.01% -1,252 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: not reported; 2026Q1: 6,838 shares 6,838 $302K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,930 shares; 2025Q2: 2,002 shares; 2025Q3: 1,981 shares; 2025Q4: 1,930 shares; 2026Q1: 1,938 shares 1,938 $301K 0.01% +8 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 38,910 shares; 2025Q3: 38,910 shares; 2025Q4: 38,910 shares; 2026Q1: 38,910 shares 38,910 $298K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 562 shares; 2025Q2: 766 shares; 2025Q3: 656 shares; 2025Q4: 641 shares; 2026Q1: 664 shares 664 $297K 0.01% +23 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 8,029 shares; 2025Q1: 8,029 shares; 2025Q2: 8,029 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares; 2026Q1: 7,829 shares 7,829 $293K 0.01% -200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,335 shares; 2024Q4: 67,537 shares; 2025Q1: 81,713 shares; 2025Q2: 99,303 shares; 2025Q3: 9,838 shares; 2025Q4: 2,425 shares; 2026Q1: 2,326 shares 2,326 $282K 0.01% -99 Timeline DLS 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: 11,305 shares; 2024Q4: 10,827 shares; 2025Q1: 6,147 shares; 2025Q2: 5,437 shares; 2025Q3: 4,273 shares; 2025Q4: 3,423 shares; 2026Q1: 3,423 shares 3,423 $279K 0.01% 0 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: not reported; 2025Q3: 3,550 shares; 2025Q4: 2,785 shares; 2026Q1: 2,830 shares 2,830 $275K 0.01% +45 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: 4,039 shares; 2024Q4: 4,129 shares; 2025Q1: 3,968 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,476 shares 4,476 $274K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $272K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,695 shares; 2025Q1: 7,802 shares; 2025Q2: 4,735 shares; 2025Q3: 3,921 shares; 2025Q4: 3,685 shares; 2026Q1: 3,685 shares 3,685 $270K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,258 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,220 shares 3,220 $265K 0.01% 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: 1,335 shares 1,335 $263K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,641 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares; 2026Q1: 1,796 shares 1,796 $260K 0.01% +155 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: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,700 shares; 2025Q3: 2,625 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $259K 0.01% 0 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,955 shares; 2026Q1: 4,955 shares 4,955 $256K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 2,288 shares; 2025Q1: 2,198 shares; 2025Q2: 2,110 shares; 2025Q3: 2,079 shares; 2025Q4: 2,006 shares; 2026Q1: 1,947 shares 1,947 $255K 0.01% -59 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,538 shares; 2026Q1: 4,538 shares 4,538 $252K 0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,369 shares; 2024Q4: 270,137 shares; 2025Q1: 164,276 shares; 2025Q2: 55,287 shares; 2025Q3: 28,986 shares; 2025Q4: 12,482 shares; 2026Q1: 9,167 shares 9,167 $251K 0.01% -3,315 Timeline JMUB 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: 5,641 shares; 2026Q1: 5,020 shares 5,020 $251K 0.01% -621 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: not reported; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 874 shares 874 $248K 0.01% +135 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $248K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 817 shares 817 $247K 0.01% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,327 shares; 2026Q1: 3,372 shares 3,372 $246K 0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares; 2026Q1: 2,772 shares 2,772 $245K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,697 shares; 2026Q1: 1,599 shares 1,599 $244K 0.01% -98 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,018 shares 3,018 $240K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 3,312 shares; 2026Q1: 3,323 shares 3,323 $237K 0.01% +11 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 10,482 shares; 2025Q1: 10,482 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares 10,482 $236K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares 797 $236K 0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,776 shares 5,776 $232K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares 935 $231K 0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 4,735 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares; 2025Q4: 7,915 shares; 2026Q1: 6,840 shares 6,840 $231K 0.01% -1,075 Timeline ITB 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: 4,321 shares; 2024Q4: 4,420 shares; 2025Q1: 4,282 shares; 2025Q2: 4,211 shares; 2025Q3: 4,191 shares; 2025Q4: 2,610 shares; 2026Q1: 2,537 shares 2,537 $230K 0.01% -73 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 1,766 shares; 2025Q1: 1,765 shares; 2025Q2: 1,688 shares; 2025Q3: 1,602 shares; 2025Q4: 1,401 shares; 2026Q1: 1,356 shares 1,356 $229K 0.01% -45 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,779 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,777 shares 2,777 $227K 0.01% +2 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: 2,261 shares; 2024Q4: 2,261 shares; 2025Q1: 1,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,994 shares 1,994 $226K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: not reported; 2026Q1: 648 shares 648 $224K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 1,481 shares; 2025Q4: 1,382 shares; 2026Q1: 1,519 shares 1,519 $221K 0.01% +137 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 372 shares; 2025Q4: 369 shares; 2026Q1: 374 shares 374 $220K 0.01% +5 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $217K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 309 shares; 2025Q2: 363 shares; 2025Q3: 259 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $216K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly 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: 2,737 shares 2,737 $215K 0.01% new Timeline