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: 702,989 shares; 2024Q4: 727,922 shares; 2025Q1: 807,222 shares; 2025Q2: 871,095 shares; 2025Q3: 858,659 shares; 2025Q4: 795,893 shares; 2026Q1: 774,422 shares 774,422 $248M 13.38% -21,471 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306,427 shares; 2024Q4: 3,929,103 shares; 2025Q1: 3,995,577 shares; 2025Q2: 4,002,592 shares; 2025Q3: 3,990,146 shares; 2025Q4: 3,974,977 shares; 2026Q1: 3,947,452 shares 3,947,452 $206M 11.07% -27,525 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: 217,587 shares; 2024Q4: 205,612 shares; 2025Q1: 191,369 shares; 2025Q2: 330,527 shares; 2025Q3: 374,163 shares; 2025Q4: 363,997 shares; 2026Q1: 363,771 shares 363,771 $168M 9.03% -226 Timeline GNR 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: 79,628 shares; 2024Q4: 70,455 shares; 2025Q1: 150,113 shares; 2025Q2: 1,690,960 shares; 2025Q3: 1,799,606 shares; 2025Q4: 1,862,224 shares; 2026Q1: 1,862,499 shares 1,862,499 $139M 7.49% +275 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: 244,681 shares; 2024Q4: 242,217 shares; 2025Q1: 143,323 shares; 2025Q2: 153,782 shares; 2025Q3: 151,012 shares; 2025Q4: 136,148 shares; 2026Q1: 129,619 shares 129,619 $119M 6.42% -6,529 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to 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: 2,548,657 shares 2,548,657 $92.5M 4.98% new 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: 967,578 shares; 2024Q4: 955,656 shares; 2025Q1: 958,617 shares; 2025Q2: 946,873 shares; 2025Q3: 865,285 shares; 2025Q4: 836,123 shares; 2026Q1: 830,094 shares 830,094 $88.1M 4.74% -6,029 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,665,367 shares; 2024Q4: 1,624,792 shares; 2025Q1: 1,629,072 shares; 2025Q2: 1,668,041 shares; 2025Q3: 1,614,925 shares; 2025Q4: 1,581,999 shares; 2026Q1: 1,373,376 shares 1,373,376 $79.5M 4.28% -208,623 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,340 shares; 2024Q4: 693,135 shares; 2025Q1: 705,715 shares; 2025Q2: 730,259 shares; 2025Q3: 692,014 shares; 2025Q4: 668,662 shares; 2026Q1: 563,090 shares 563,090 $62.2M 3.35% -105,572 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: 96,983 shares; 2024Q4: 93,533 shares; 2025Q1: 91,669 shares; 2025Q2: 90,474 shares; 2025Q3: 89,621 shares; 2025Q4: 92,142 shares; 2026Q1: 89,481 shares 89,481 $58.4M 3.15% -2,661 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: 288,210 shares; 2024Q4: 278,979 shares; 2025Q1: 270,947 shares; 2025Q2: 267,469 shares; 2025Q3: 271,967 shares; 2025Q4: 267,311 shares; 2026Q1: 252,077 shares 252,077 $49.5M 2.66% -15,234 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,368 shares; 2024Q4: 130,357 shares; 2025Q1: 131,104 shares; 2025Q2: 133,060 shares; 2025Q3: 137,086 shares; 2025Q4: 159,149 shares; 2026Q1: 165,575 shares 165,575 $42M 2.26% +6,426 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: 48,300 shares; 2024Q4: 50,110 shares; 2025Q1: 50,552 shares; 2025Q2: 49,582 shares; 2025Q3: 50,186 shares; 2025Q4: 52,480 shares; 2026Q1: 52,408 shares 52,408 $34.1M 1.84% -72 Timeline ACWI 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: 230,502 shares; 2024Q4: 236,967 shares; 2025Q1: 224,629 shares; 2025Q2: 218,468 shares; 2025Q3: 210,088 shares; 2025Q4: 199,890 shares; 2026Q1: 199,172 shares 199,172 $27.6M 1.48% -718 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: 79,019 shares; 2024Q4: 79,219 shares; 2025Q1: 79,474 shares; 2025Q2: 79,763 shares; 2025Q3: 80,279 shares; 2025Q4: 80,590 shares; 2026Q1: 80,813 shares 80,813 $25.1M 1.35% +223 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,365 shares; 2024Q4: 1,128,320 shares; 2025Q1: 1,102,654 shares; 2025Q2: 1,059,490 shares; 2025Q3: 982,083 shares; 2025Q4: 966,502 shares; 2026Q1: 769,432 shares 769,432 $21.4M 1.15% -197,070 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: 135,810 shares; 2024Q4: 151,089 shares; 2025Q1: 129,572 shares; 2025Q2: 106,654 shares; 2025Q3: 129,814 shares; 2025Q4: 115,476 shares; 2026Q1: 115,104 shares 115,104 $20.1M 1.08% -372 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: 169,803 shares; 2024Q4: 173,338 shares; 2025Q1: 166,128 shares; 2025Q2: 163,867 shares; 2025Q3: 161,258 shares; 2025Q4: 157,858 shares; 2026Q1: 164,531 shares 164,531 $16M 0.86% +6,673 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,188 shares; 2024Q4: 80,383 shares; 2025Q1: 75,305 shares; 2025Q2: 71,411 shares; 2025Q3: 70,542 shares; 2025Q4: 69,366 shares; 2026Q1: 65,890 shares 65,890 $15.8M 0.85% -3,476 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: 59,902 shares; 2024Q4: 47,313 shares; 2025Q1: 44,710 shares; 2025Q2: 43,269 shares; 2025Q3: 45,532 shares; 2025Q4: 37,226 shares; 2026Q1: 38,887 shares 38,887 $14.4M 0.78% +1,661 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: 43,498 shares; 2024Q4: 43,525 shares; 2025Q1: 41,009 shares; 2025Q2: 40,072 shares; 2025Q3: 41,299 shares; 2025Q4: 40,611 shares; 2026Q1: 44,815 shares 44,815 $13.2M 0.71% +4,204 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,902 shares; 2024Q4: 102,134 shares; 2025Q1: 101,960 shares; 2025Q2: 102,303 shares; 2025Q3: 97,650 shares; 2025Q4: 96,266 shares; 2026Q1: 94,227 shares 94,227 $13M 0.7% -2,039 Timeline JCPI 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: 360,445 shares; 2024Q4: 335,752 shares; 2025Q1: 322,520 shares; 2025Q2: 291,873 shares; 2025Q3: 280,326 shares; 2025Q4: 268,383 shares; 2026Q1: 257,621 shares 257,621 $12.5M 0.67% -10,762 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,191 shares; 2024Q4: 146,259 shares; 2025Q1: 145,634 shares; 2025Q2: 145,756 shares; 2025Q3: 145,863 shares; 2025Q4: 146,124 shares; 2026Q1: 146,124 shares 146,124 $9.69M 0.52% 0 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: 32,755 shares; 2024Q4: 32,277 shares; 2025Q1: 30,450 shares; 2025Q2: 30,050 shares; 2025Q3: 29,809 shares; 2025Q4: 29,731 shares; 2026Q1: 26,770 shares 26,770 $9.55M 0.51% -2,961 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,431 shares; 2024Q4: 124,483 shares; 2025Q1: 124,000 shares; 2025Q2: 124,000 shares; 2025Q3: 124,112 shares; 2025Q4: 124,046 shares; 2026Q1: 279,000 shares 279,000 $9.26M 0.5% +154,954 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: 42,737 shares; 2024Q4: 41,389 shares; 2025Q1: 40,994 shares; 2025Q2: 43,422 shares; 2025Q3: 43,456 shares; 2025Q4: 42,167 shares; 2026Q1: 40,737 shares 40,737 $8.7M 0.47% -1,430 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,460 shares; 2024Q4: 342,513 shares; 2025Q1: 342,460 shares; 2025Q2: 342,460 shares; 2025Q3: 342,460 shares; 2025Q4: 342,460 shares; 2026Q1: 342,460 shares 342,460 $8.11M 0.44% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,998 shares; 2024Q4: 11,837 shares; 2025Q1: 12,537 shares; 2025Q2: 12,675 shares; 2025Q3: 12,593 shares; 2025Q4: 12,591 shares; 2026Q1: 12,601 shares 12,601 $7.53M 0.41% +10 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: 157,239 shares; 2024Q4: 173,468 shares; 2025Q1: 170,840 shares; 2025Q2: 167,200 shares; 2025Q3: 166,782 shares; 2025Q4: 162,591 shares; 2026Q1: 157,424 shares 157,424 $7.16M 0.39% -5,167 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,970 shares; 2024Q4: 26,221 shares; 2025Q1: 23,340 shares; 2025Q2: 21,190 shares; 2025Q3: 23,632 shares; 2025Q4: 20,952 shares; 2026Q1: 27,278 shares 27,278 $5.68M 0.31% +6,326 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: 9,854 shares; 2024Q4: 8,806 shares; 2025Q1: 8,569 shares; 2025Q2: 9,134 shares; 2025Q3: 10,833 shares; 2025Q4: 9,800 shares; 2026Q1: 19,373 shares 19,373 $5.57M 0.3% +9,573 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: 33,586 shares; 2024Q4: 27,621 shares; 2025Q1: 27,576 shares; 2025Q2: 27,174 shares; 2025Q3: 27,140 shares; 2025Q4: 27,140 shares; 2026Q1: 26,855 shares 26,855 $5.09M 0.27% -285 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,211 shares; 2024Q4: 22,444 shares; 2025Q1: 21,010 shares; 2025Q2: 21,016 shares; 2025Q3: 21,348 shares; 2025Q4: 10,245 shares; 2026Q1: 9,914 shares 9,914 $4.75M 0.26% -331 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: 31,266 shares; 2024Q4: 38,261 shares; 2025Q1: 40,314 shares; 2025Q2: 39,102 shares; 2025Q3: 40,314 shares; 2025Q4: 43,847 shares; 2026Q1: 41,437 shares 41,437 $4.69M 0.25% -2,410 Timeline IWL 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: 5,697 shares; 2024Q4: 30,552 shares; 2025Q1: 29,484 shares; 2025Q2: 29,252 shares; 2025Q3: 29,252 shares; 2025Q4: 29,252 shares; 2026Q1: 29,110 shares 29,110 $4.67M 0.25% -142 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: 12,106 shares; 2024Q4: 12,024 shares; 2025Q1: 11,827 shares; 2025Q2: 11,788 shares; 2025Q3: 12,385 shares; 2025Q4: 11,966 shares; 2026Q1: 12,471 shares 12,471 $4.46M 0.24% +505 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 20,028 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 12,279 shares; 2026Q1: 12,279 shares 12,279 $4.41M 0.24% 0 Timeline GII 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: 59,288 shares; 2024Q4: 59,116 shares; 2025Q1: 56,733 shares; 2025Q2: 56,516 shares; 2025Q3: 56,129 shares; 2025Q4: 55,893 shares; 2026Q1: 54,336 shares 54,336 $4.13M 0.22% -1,557 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: 8,842 shares; 2024Q4: 8,842 shares; 2025Q1: 8,520 shares; 2025Q2: 8,455 shares; 2025Q3: 9,136 shares; 2025Q4: 9,138 shares; 2026Q1: 9,138 shares 9,138 $3.9M 0.21% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,242 shares; 2025Q1: 3,891 shares; 2025Q2: 3,827 shares; 2025Q3: 3,917 shares; 2025Q4: 3,994 shares; 2026Q1: 3,842 shares 3,842 $3.83M 0.21% -152 Timeline VXF 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: 27,480 shares; 2024Q4: 27,585 shares; 2025Q1: 26,463 shares; 2025Q2: 24,237 shares; 2025Q3: 23,494 shares; 2025Q4: 20,150 shares; 2026Q1: 18,492 shares 18,492 $3.81M 0.2% -1,658 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: 5,525 shares; 2024Q4: 5,650 shares; 2025Q1: 5,673 shares; 2025Q2: 4,860 shares; 2025Q3: 6,012 shares; 2025Q4: 6,361 shares; 2026Q1: 6,417 shares 6,417 $3.7M 0.2% +56 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: 21,712 shares; 2024Q4: 27,372 shares; 2025Q1: 27,372 shares; 2025Q2: 27,619 shares; 2025Q3: 25,367 shares; 2025Q4: 25,259 shares; 2026Q1: 25,259 shares 25,259 $3.6M 0.19% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,604 shares; 2024Q4: 22,271 shares; 2025Q1: 22,389 shares; 2025Q2: 22,274 shares; 2025Q3: 22,458 shares; 2025Q4: 22,319 shares; 2026Q1: 24,107 shares 24,107 $3.28M 0.18% +1,788 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: 21,292 shares; 2024Q4: 20,671 shares; 2025Q1: 19,935 shares; 2025Q2: 19,595 shares; 2025Q3: 21,882 shares; 2025Q4: 20,038 shares; 2026Q1: 18,732 shares 18,732 $3.18M 0.17% -1,306 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: 28,371 shares; 2024Q4: 76,243 shares; 2025Q1: 43,842 shares; 2025Q2: 43,044 shares; 2025Q3: 44,062 shares; 2025Q4: 48,792 shares; 2026Q1: 49,156 shares 49,156 $3.15M 0.17% +364 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: 10,320 shares; 2024Q4: 8,687 shares; 2025Q1: 8,613 shares; 2025Q2: 9,797 shares; 2025Q3: 11,301 shares; 2025Q4: 11,816 shares; 2026Q1: 10,861 shares 10,861 $2.84M 0.15% -955 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: 7,644 shares; 2024Q4: 7,405 shares; 2025Q1: 7,231 shares; 2025Q2: 10,322 shares; 2025Q3: 7,658 shares; 2025Q4: 7,646 shares; 2026Q1: 8,797 shares 8,797 $2.72M 0.15% +1,151 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: 16,033 shares; 2024Q4: 14,377 shares; 2025Q1: 13,472 shares; 2025Q2: 14,196 shares; 2025Q3: 14,794 shares; 2025Q4: 14,706 shares; 2026Q1: 18,680 shares 18,680 $2.7M 0.15% +3,974 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: 28,640 shares; 2024Q4: 38,175 shares; 2025Q1: 37,805 shares; 2025Q2: 37,640 shares; 2025Q3: 43,902 shares; 2025Q4: 39,622 shares; 2026Q1: 38,417 shares 38,417 $2.59M 0.14% -1,205 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $2.42M 0.13% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 15,875 shares; 2025Q1: 15,875 shares; 2025Q2: 15,875 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares; 2026Q1: 15,875 shares 15,875 $2.35M 0.13% 0 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: 6,122 shares; 2024Q4: 6,122 shares; 2025Q1: 6,080 shares; 2025Q2: 6,364 shares; 2025Q3: 6,331 shares; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares 6,331 $2.35M 0.13% 0 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: 2,865 shares; 2024Q4: 2,849 shares; 2025Q1: 2,993 shares; 2025Q2: 3,008 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares; 2026Q1: 5,352 shares 5,352 $2.34M 0.13% 0 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: 11,343 shares; 2024Q4: 9,674 shares; 2025Q1: 7,834 shares; 2025Q2: 9,032 shares; 2025Q3: 9,382 shares; 2025Q4: 9,143 shares; 2026Q1: 9,214 shares 9,214 $2.25M 0.12% +71 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: 9,588 shares; 2024Q4: 8,774 shares; 2025Q1: 8,168 shares; 2025Q2: 5,511 shares; 2025Q3: 5,678 shares; 2025Q4: 7,882 shares; 2026Q1: 7,715 shares 7,715 $2.21M 0.12% -167 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: 8,403 shares; 2024Q4: 7,352 shares; 2025Q1: 7,352 shares; 2025Q2: 7,352 shares; 2025Q3: 7,352 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares 7,352 $2.2M 0.12% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.12% 0 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,799 shares; 2024Q4: 33,992 shares; 2025Q1: 34,235 shares; 2025Q2: 34,470 shares; 2025Q3: 34,726 shares; 2025Q4: 35,006 shares; 2026Q1: 63,315 shares 63,315 $2.11M 0.11% +28,309 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: 8,538 shares; 2024Q4: 11,140 shares; 2025Q1: 10,823 shares; 2025Q2: 10,861 shares; 2025Q3: 9,599 shares; 2025Q4: 9,747 shares; 2026Q1: 8,411 shares 8,411 $2.09M 0.11% -1,336 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,507 shares; 2025Q1: 1,392 shares; 2025Q2: 1,529 shares; 2025Q3: 1,690 shares; 2025Q4: 1,651 shares; 2026Q1: 4,070 shares 4,070 $2.03M 0.11% +2,419 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: 9,076 shares; 2024Q4: 7,453 shares; 2025Q1: 7,457 shares; 2025Q2: 7,487 shares; 2025Q3: 7,484 shares; 2025Q4: 6,628 shares; 2026Q1: 6,546 shares 6,546 $1.88M 0.1% -82 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 4,763 shares; 2025Q1: 2,127 shares; 2025Q2: 1,840 shares; 2025Q3: 4,358 shares; 2025Q4: 2,456 shares; 2026Q1: 3,200 shares 3,200 $1.83M 0.1% +744 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 170,000 shares; 2025Q4: 170,000 shares; 2026Q1: 170,000 shares 170,000 $1.79M 0.1% 0 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: 15,453 shares; 2024Q4: 16,495 shares; 2025Q1: 17,423 shares; 2025Q2: 17,519 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares; 2026Q1: 7,518 shares 7,518 $1.59M 0.09% -9,905 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,563 shares; 2024Q4: 33,563 shares; 2025Q1: 33,563 shares; 2025Q2: 33,563 shares; 2025Q3: 33,563 shares; 2025Q4: 33,602 shares; 2026Q1: 33,563 shares 33,563 $1.57M 0.08% -39 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: 12,757 shares; 2024Q4: 51,579 shares; 2025Q1: 51,730 shares; 2025Q2: 51,731 shares; 2025Q3: 51,733 shares; 2025Q4: 52,912 shares; 2026Q1: 52,697 shares 52,697 $1.54M 0.08% -215 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: 13,841 shares; 2024Q4: 13,565 shares; 2025Q1: 8,246 shares; 2025Q2: 7,061 shares; 2025Q3: 8,148 shares; 2025Q4: 7,990 shares; 2026Q1: 12,262 shares 12,262 $1.52M 0.08% +4,272 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: 14,573 shares; 2024Q4: 14,099 shares; 2025Q1: 14,214 shares; 2025Q2: 13,092 shares; 2025Q3: 13,462 shares; 2025Q4: 13,899 shares; 2026Q1: 16,296 shares 16,296 $1.51M 0.08% +2,397 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,459 shares; 2025Q1: 4,391 shares; 2025Q2: 4,184 shares; 2025Q3: 6,430 shares; 2025Q4: 4,677 shares; 2026Q1: 7,151 shares 7,151 $1.48M 0.08% +2,474 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: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 19,617 shares; 2025Q4: 36,526 shares; 2026Q1: 37,265 shares 37,265 $1.43M 0.08% +739 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: 907 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,934 shares; 2025Q3: 3,312 shares; 2025Q4: 3,316 shares; 2026Q1: 3,279 shares 3,279 $1.41M 0.08% -37 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: 2,199 shares; 2024Q4: 14,196 shares; 2025Q1: 9,230 shares; 2025Q2: 8,038 shares; 2025Q3: 388 shares; 2025Q4: 15,615 shares; 2026Q1: 15,492 shares 15,492 $1.4M 0.08% -123 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,045 shares; 2024Q4: 83,045 shares; 2025Q1: 83,045 shares; 2025Q2: 83,045 shares; 2025Q3: 83,045 shares; 2025Q4: 83,045 shares; 2026Q1: 82,814 shares 82,814 $1.37M 0.07% -231 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares 18,500 $1.32M 0.07% 0 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: 2,414 shares; 2024Q4: 2,322 shares; 2025Q1: 2,560 shares; 2025Q2: 1,667 shares; 2025Q3: 2,509 shares; 2025Q4: 1,985 shares; 2026Q1: 3,458 shares 3,458 $1.29M 0.07% +1,473 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: 22,771 shares; 2024Q4: 36,812 shares; 2025Q1: 32,569 shares; 2025Q2: 32,569 shares; 2025Q3: 32,569 shares; 2025Q4: 28,952 shares; 2026Q1: 13,161 shares 13,161 $1.28M 0.07% -15,791 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares 3,724 $1.27M 0.07% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares 2,055 $1.27M 0.07% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,302 shares; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $1.25M 0.07% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,644 shares; 2025Q1: 3,739 shares; 2025Q2: 3,792 shares; 2025Q3: 3,969 shares; 2025Q4: 4,048 shares; 2026Q1: 4,394 shares 4,394 $1.25M 0.07% +346 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: 6,673 shares; 2024Q4: 6,507 shares; 2025Q1: 6,253 shares; 2025Q2: 6,317 shares; 2025Q3: 6,548 shares; 2025Q4: 6,501 shares; 2026Q1: 8,413 shares 8,413 $1.24M 0.07% +1,912 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: 14,484 shares; 2024Q4: 29,094 shares; 2025Q1: 29,094 shares; 2025Q2: 29,094 shares; 2025Q3: 29,094 shares; 2025Q4: 48,609 shares; 2026Q1: 48,609 shares 48,609 $1.2M 0.06% 0 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: 1,634 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,608 shares; 2025Q3: 1,842 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares 1,713 $1.2M 0.06% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,133 shares; 2024Q4: 20,133 shares; 2025Q1: 20,133 shares; 2025Q2: 19,763 shares; 2025Q3: 19,763 shares; 2025Q4: 19,763 shares; 2026Q1: 19,763 shares 19,763 $1.19M 0.06% 0 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: 29,285 shares; 2024Q4: 29,732 shares; 2025Q1: 23,495 shares; 2025Q2: 19,617 shares; 2025Q3: 24,510 shares; 2025Q4: 22,012 shares; 2026Q1: 22,080 shares 22,080 $1.19M 0.06% +68 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 3,999 shares; 2025Q1: 4,703 shares; 2025Q2: 5,358 shares; 2025Q3: 5,488 shares; 2025Q4: 6,130 shares; 2026Q1: 5,990 shares 5,990 $1.19M 0.06% -140 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares 12,800 $1.19M 0.06% 0 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: 4,022 shares; 2024Q4: 3,937 shares; 2025Q1: 3,570 shares; 2025Q2: 3,480 shares; 2025Q3: 3,302 shares; 2025Q4: 3,571 shares; 2026Q1: 4,855 shares 4,855 $1.18M 0.06% +1,284 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: 14,438 shares; 2024Q4: 14,046 shares; 2025Q1: 14,009 shares; 2025Q2: 12,278 shares; 2025Q3: 12,819 shares; 2025Q4: 13,117 shares; 2026Q1: 15,246 shares 15,246 $1.16M 0.06% +2,129 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: 2,543,260 shares; 2024Q4: 55,614 shares; 2025Q1: 55,614 shares; 2025Q2: 56,352 shares; 2025Q3: 54,852 shares; 2025Q4: 46,372 shares; 2026Q1: 46,002 shares 46,002 $1.16M 0.06% -370 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,634 shares; 2025Q1: 8,759 shares; 2025Q2: 8,659 shares; 2025Q3: 8,661 shares; 2025Q4: 8,726 shares; 2026Q1: 8,670 shares 8,670 $1.14M 0.06% -56 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: 1,010 shares; 2024Q4: 962 shares; 2025Q1: 979 shares; 2025Q2: 995 shares; 2025Q3: 1,033 shares; 2025Q4: 1,012 shares; 2026Q1: 2,000 shares 2,000 $1.13M 0.06% +988 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: 1,766 shares; 2024Q4: 1,703 shares; 2025Q1: 1,677 shares; 2025Q2: 1,694 shares; 2025Q3: 1,725 shares; 2025Q4: 1,718 shares; 2026Q1: 5,572 shares 5,572 $1.06M 0.06% +3,854 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: 24,660 shares; 2024Q4: 22,792 shares; 2025Q1: 22,792 shares; 2025Q2: 14,020 shares; 2025Q3: 14,020 shares; 2025Q4: 13,955 shares; 2026Q1: 13,945 shares 13,945 $1.05M 0.06% -10 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 6,871 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,705 shares; 2025Q4: 7,327 shares; 2026Q1: 7,213 shares 7,213 $1.04M 0.06% -114 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: 40,695 shares; 2024Q4: 40,695 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares; 2026Q1: 31,160 shares 31,160 $1.03M 0.06% 0 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: 5,912 shares; 2024Q4: 5,850 shares; 2025Q1: 5,466 shares; 2025Q2: 4,821 shares; 2025Q3: 5,120 shares; 2025Q4: 5,197 shares; 2026Q1: 4,717 shares 4,717 $1.03M 0.06% -480 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 3,279 shares; 2025Q1: 2,494 shares; 2025Q2: 2,665 shares; 2025Q3: 2,753 shares; 2025Q4: 1,115 shares; 2026Q1: 1,164 shares 1,164 $1.02M 0.05% +49 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: 2,665 shares; 2024Q4: 2,408 shares; 2025Q1: 2,438 shares; 2025Q2: 2,401 shares; 2025Q3: 2,507 shares; 2025Q4: 2,534 shares; 2026Q1: 4,207 shares 4,207 $994K 0.05% +1,673 Timeline EFAX 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: 17,499 shares; 2024Q4: 18,982 shares; 2025Q1: 18,950 shares; 2025Q2: 18,944 shares; 2025Q3: 18,990 shares; 2025Q4: 19,542 shares; 2026Q1: 19,542 shares 19,542 $973K 0.05% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,557 shares; 2024Q4: 4,196 shares; 2025Q1: 4,213 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,993 shares; 2026Q1: 2,971 shares 2,971 $959K 0.05% -22 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,182 shares; 2024Q4: 15,551 shares; 2025Q1: 14,621 shares; 2025Q2: 14,621 shares; 2025Q3: 14,621 shares; 2025Q4: 14,621 shares; 2026Q1: 13,573 shares 13,573 $953K 0.05% -1,048 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: 3,546 shares; 2024Q4: 3,097 shares; 2025Q1: 2,909 shares; 2025Q2: 2,685 shares; 2025Q3: 2,810 shares; 2025Q4: 2,704 shares; 2026Q1: 2,859 shares 2,859 $940K 0.05% +155 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,880 shares 2,880 $916K 0.05% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares 6,794 $903K 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 9,455 shares; 2025Q1: 8,090 shares; 2025Q2: 6,965 shares; 2025Q3: 11,977 shares; 2025Q4: 9,792 shares; 2026Q1: 18,334 shares 18,334 $894K 0.05% +8,542 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,334 shares 7,334 $884K 0.05% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,838 shares; 2025Q1: 10,838 shares; 2025Q2: 10,838 shares; 2025Q3: 10,838 shares; 2025Q4: 10,838 shares; 2026Q1: 10,838 shares 10,838 $853K 0.05% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,249 shares; 2025Q1: 4,901 shares; 2025Q2: 4,813 shares; 2025Q3: 4,861 shares; 2025Q4: 4,902 shares; 2026Q1: 4,943 shares 4,943 $850K 0.05% +41 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,257 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,374 shares; 2025Q4: 7,138 shares; 2026Q1: 7,114 shares 7,114 $844K 0.05% -24 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: 2,270 shares; 2024Q4: 1,846 shares; 2025Q1: not reported; 2025Q2: 1,488 shares; 2025Q3: 3,776 shares; 2025Q4: 2,097 shares; 2026Q1: 5,109 shares 5,109 $841K 0.05% +3,012 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: 4,661 shares; 2024Q4: 4,448 shares; 2025Q1: 4,484 shares; 2025Q2: 4,298 shares; 2025Q3: 5,242 shares; 2025Q4: 4,538 shares; 2026Q1: 4,313 shares 4,313 $832K 0.04% -225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,469 shares 3,469 $797K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,489 shares; 2025Q1: 1,428 shares; 2025Q2: 1,000 shares; 2025Q3: 1,136 shares; 2025Q4: 1,065 shares; 2026Q1: 2,351 shares 2,351 $773K 0.04% +1,286 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares 6,050 $764K 0.04% new Timeline AOA 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: 7,089 shares; 2024Q4: 7,805 shares; 2025Q1: 8,092 shares; 2025Q2: 7,786 shares; 2025Q3: 7,495 shares; 2025Q4: 8,100 shares; 2026Q1: 8,426 shares 8,426 $746K 0.04% +326 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,769 shares; 2026Q1: 6,769 shares 6,769 $744K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,651 shares 4,651 $743K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares 2,067 $742K 0.04% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,589 shares 3,589 $741K 0.04% new Timeline PEY 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: 43,928 shares; 2024Q4: 43,928 shares; 2025Q1: 38,114 shares; 2025Q2: 34,514 shares; 2025Q3: 34,514 shares; 2025Q4: 34,514 shares; 2026Q1: 34,514 shares 34,514 $739K 0.04% 0 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $729K 0.04% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,936 shares; 2024Q4: 21,883 shares; 2025Q1: 21,883 shares; 2025Q2: 21,883 shares; 2025Q3: 21,883 shares; 2025Q4: 12,219 shares; 2026Q1: 12,219 shares 12,219 $722K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,316 shares; 2025Q1: 1,294 shares; 2025Q2: 1,164 shares; 2025Q3: 1,277 shares; 2025Q4: 1,257 shares; 2026Q1: 1,186 shares 1,186 $717K 0.04% -71 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,325 shares 8,325 $714K 0.04% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,175 shares; 2024Q4: 17,175 shares; 2025Q1: 17,175 shares; 2025Q2: 17,175 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares; 2026Q1: 17,175 shares 17,175 $701K 0.04% 0 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: 1,284 shares; 2024Q4: not reported; 2025Q1: 1,254 shares; 2025Q2: 1,184 shares; 2025Q3: 1,217 shares; 2025Q4: not reported; 2026Q1: 4,440 shares 4,440 $698K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares 528 $697K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares 4,335 $695K 0.04% new 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: 3,278 shares; 2024Q4: 3,278 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 2,878 shares; 2025Q4: 3,281 shares; 2026Q1: 3,221 shares 3,221 $693K 0.04% -60 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: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 389 shares; 2026Q1: 703 shares 703 $676K 0.04% +314 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: 10,570 shares; 2024Q4: 11,073 shares; 2025Q1: 10,633 shares; 2025Q2: 7,861 shares; 2025Q3: 8,367 shares; 2025Q4: 6,556 shares; 2026Q1: 5,417 shares 5,417 $673K 0.04% -1,139 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,187 shares 3,187 $669K 0.04% new 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: 7,426 shares; 2024Q4: 8,183 shares; 2025Q1: 6,643 shares; 2025Q2: 6,343 shares; 2025Q3: 6,003 shares; 2025Q4: 6,003 shares; 2026Q1: 5,932 shares 5,932 $661K 0.04% -71 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: 13,511 shares; 2024Q4: 13,791 shares; 2025Q1: 9,451 shares; 2025Q2: 9,627 shares; 2025Q3: 9,542 shares; 2025Q4: 10,777 shares; 2026Q1: 7,232 shares 7,232 $641K 0.03% -3,545 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: 3,622 shares; 2024Q4: 5,361 shares; 2025Q1: 3,622 shares; 2025Q2: 3,627 shares; 2025Q3: 3,622 shares; 2025Q4: 3,354 shares; 2026Q1: 3,301 shares 3,301 $633K 0.03% -53 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,055 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 10,055 shares 10,055 $620K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,262 shares; 2025Q1: 1,774 shares; 2025Q2: 1,747 shares; 2025Q3: 1,944 shares; 2025Q4: 1,821 shares; 2026Q1: 1,760 shares 1,760 $619K 0.03% -61 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares; 2026Q1: 3,430 shares 3,430 $610K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,157 shares; 2025Q1: 4,951 shares; 2025Q2: 5,303 shares; 2025Q3: 5,924 shares; 2025Q4: 6,056 shares; 2026Q1: 6,253 shares 6,253 $603K 0.03% +197 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: 11,887 shares; 2024Q4: 35,661 shares; 2025Q1: 35,661 shares; 2025Q2: 35,661 shares; 2025Q3: 35,661 shares; 2025Q4: 23,449 shares; 2026Q1: 23,449 shares 23,449 $601K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,177 shares; 2025Q1: 1,176 shares; 2025Q2: 950 shares; 2025Q3: 959 shares; 2025Q4: 949 shares; 2026Q1: 1,206 shares 1,206 $598K 0.03% +257 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,459 shares; 2025Q1: 7,393 shares; 2025Q2: 6,719 shares; 2025Q3: 7,703 shares; 2025Q4: 6,668 shares; 2026Q1: 7,467 shares 7,467 $594K 0.03% +799 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: 11,780 shares; 2024Q4: 10,181 shares; 2025Q1: 10,182 shares; 2025Q2: 8,868 shares; 2025Q3: 2,954 shares; 2025Q4: 13,460 shares; 2026Q1: 12,032 shares 12,032 $594K 0.03% -1,428 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: 3,967 shares; 2024Q4: 3,642 shares; 2025Q1: 3,025 shares; 2025Q2: 1,890 shares; 2025Q3: 2,320 shares; 2025Q4: 2,350 shares; 2026Q1: 1,958 shares 1,958 $592K 0.03% -392 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,272 shares; 2025Q1: 1,345 shares; 2025Q2: 1,312 shares; 2025Q3: 2,012 shares; 2025Q4: 2,112 shares; 2026Q1: 1,942 shares 1,942 $588K 0.03% -170 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: 1,803 shares; 2024Q4: 1,732 shares; 2025Q1: 1,803 shares; 2025Q2: 1,658 shares; 2025Q3: 1,964 shares; 2025Q4: 1,439 shares; 2026Q1: 3,137 shares 3,137 $586K 0.03% +1,698 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,090 shares; 2025Q1: 2,948 shares; 2025Q2: 2,936 shares; 2025Q3: 2,997 shares; 2025Q4: 3,038 shares; 2026Q1: 3,017 shares 3,017 $563K 0.03% -21 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: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,178 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,767 shares; 2026Q1: 1,767 shares 1,767 $562K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: not reported; 2026Q1: 2,231 shares 2,231 $559K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,055 shares; 2024Q4: 26,037 shares; 2025Q1: 26,031 shares; 2025Q2: 24,031 shares; 2025Q3: 24,031 shares; 2025Q4: 4,869 shares; 2026Q1: 4,734 shares 4,734 $544K 0.03% -135 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,564 shares 9,564 $539K 0.03% new 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: 1,668 shares; 2024Q4: 1,050 shares; 2025Q1: 914 shares; 2025Q2: 706 shares; 2025Q3: 707 shares; 2025Q4: 745 shares; 2026Q1: 760 shares 760 $538K 0.03% +15 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,131 shares; 2025Q1: 3,198 shares; 2025Q2: 3,399 shares; 2025Q3: 3,435 shares; 2025Q4: 5,591 shares; 2026Q1: 3,231 shares 3,231 $534K 0.03% -2,360 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: not reported; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares 1,710 $534K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,341 shares; 2025Q1: 9,432 shares; 2025Q2: 9,337 shares; 2025Q3: 9,807 shares; 2025Q4: 9,585 shares; 2026Q1: 11,349 shares 11,349 $527K 0.03% +1,764 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 947 shares 947 $520K 0.03% new 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: 19,744 shares; 2024Q4: 19,940 shares; 2025Q1: 15,500 shares; 2025Q2: 15,384 shares; 2025Q3: 15,806 shares; 2025Q4: 16,075 shares; 2026Q1: 15,420 shares 15,420 $517K 0.03% -655 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 630 shares; 2025Q2: 455 shares; 2025Q3: 767 shares; 2025Q4: 637 shares; 2026Q1: 611 shares 611 $517K 0.03% -26 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: 5,854 shares; 2024Q4: 5,809 shares; 2025Q1: 4,538 shares; 2025Q2: 4,213 shares; 2025Q3: 5,161 shares; 2025Q4: 4,959 shares; 2026Q1: 4,165 shares 4,165 $501K 0.03% -794 Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING 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: not reported; 2025Q3: not reported; 2025Q4: 32,511 shares; 2026Q1: 32,511 shares 32,511 $499K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,823 shares 4,823 $495K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,235 shares; 2025Q1: 9,235 shares; 2025Q2: 9,132 shares; 2025Q3: 9,692 shares; 2025Q4: 9,771 shares; 2026Q1: 9,496 shares 9,496 $488K 0.03% -275 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 14,330 shares; 2025Q1: 14,330 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 10,040 shares; 2026Q1: 10,040 shares 10,040 $487K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $481K 0.03% new Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares; 2026Q1: 11,137 shares 11,137 $478K 0.03% 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: 1,813 shares; 2024Q4: 1,783 shares; 2025Q1: 1,832 shares; 2025Q2: 1,785 shares; 2025Q3: 1,861 shares; 2025Q4: 1,892 shares; 2026Q1: 2,405 shares 2,405 $477K 0.03% +513 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,909 shares 3,909 $467K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,997 shares 4,997 $465K 0.03% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 3,940 shares; 2025Q4: 3,852 shares; 2026Q1: 3,852 shares 3,852 $456K 0.02% 0 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: 336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $454K 0.02% new 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: 1,565 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,469 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $454K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,395 shares; 2025Q1: 9,379 shares; 2025Q2: 9,379 shares; 2025Q3: 9,379 shares; 2025Q4: 9,379 shares; 2026Q1: 9,379 shares 9,379 $453K 0.02% 0 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 4,106 shares; 2026Q1: 4,106 shares 4,106 $447K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,534 shares; 2025Q1: 5,504 shares; 2025Q2: 5,405 shares; 2025Q3: 5,565 shares; 2025Q4: 5,434 shares; 2026Q1: 5,413 shares 5,413 $438K 0.02% -21 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: 14,925 shares; 2024Q4: 8,426 shares; 2025Q1: 8,204 shares; 2025Q2: 8,204 shares; 2025Q3: 8,706 shares; 2025Q4: 8,805 shares; 2026Q1: 8,224 shares 8,224 $428K 0.02% -581 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 767 shares; 2025Q1: 796 shares; 2025Q2: 962 shares; 2025Q3: 1,024 shares; 2025Q4: 1,013 shares; 2026Q1: 970 shares 970 $419K 0.02% -43 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,134 shares; 2025Q1: 2,136 shares; 2025Q2: 2,040 shares; 2025Q3: 2,734 shares; 2025Q4: 2,508 shares; 2026Q1: 2,038 shares 2,038 $415K 0.02% -470 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: 11,503 shares; 2024Q4: not reported; 2025Q1: 4,119 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 3,384 shares; 2026Q1: 5,016 shares 5,016 $405K 0.02% +1,632 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $402K 0.02% new Timeline SUSA 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: 2,998 shares; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares 2,998 $396K 0.02% 0 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: 4,640 shares; 2024Q4: 3,836 shares; 2025Q1: 3,892 shares; 2025Q2: 3,397 shares; 2025Q3: 3,390 shares; 2025Q4: 3,456 shares; 2026Q1: 3,319 shares 3,319 $394K 0.02% -137 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares 4,388 $388K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,469 shares 4,469 $387K 0.02% new 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: 2,073 shares; 2024Q4: 1,962 shares; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 2,033 shares; 2025Q4: 2,030 shares; 2026Q1: 1,695 shares 1,695 $383K 0.02% -335 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 8,272 shares; 2025Q1: 8,480 shares; 2025Q2: 8,272 shares; 2025Q3: 8,272 shares; 2025Q4: 8,182 shares; 2026Q1: 8,095 shares 8,095 $380K 0.02% -87 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,260 shares 5,260 $378K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,309 shares; 2025Q1: 5,205 shares; 2025Q2: 5,026 shares; 2025Q3: 5,150 shares; 2025Q4: 5,868 shares; 2026Q1: 5,040 shares 5,040 $375K 0.02% -828 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: 3,900 shares; 2024Q4: 3,590 shares; 2025Q1: 3,650 shares; 2025Q2: 3,030 shares; 2025Q3: not reported; 2025Q4: 4,330 shares; 2026Q1: 10,168 shares 10,168 $374K 0.02% +5,838 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: 1,653 shares; 2024Q4: 1,544 shares; 2025Q1: 1,537 shares; 2025Q2: 1,816 shares; 2025Q3: 2,054 shares; 2025Q4: 1,956 shares; 2026Q1: 1,871 shares 1,871 $371K 0.02% -85 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: 2,078 shares; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 1,985 shares; 2026Q1: 2,829 shares 2,829 $370K 0.02% +844 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares 87 $366K 0.02% new 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: 10,278 shares; 2025Q4: 9,454 shares; 2026Q1: 8,256 shares 8,256 $364K 0.02% -1,198 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares 1,891 $363K 0.02% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,139 shares; 2025Q3: 4,222 shares; 2025Q4: 4,139 shares; 2026Q1: 4,139 shares 4,139 $361K 0.02% 0 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: 3,661 shares; 2024Q4: 3,155 shares; 2025Q1: 2,786 shares; 2025Q2: 2,285 shares; 2025Q3: 2,782 shares; 2025Q4: 2,667 shares; 2026Q1: 2,271 shares 2,271 $353K 0.02% -396 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,626 shares; 2025Q2: 974 shares; 2025Q3: 1,063 shares; 2025Q4: 1,078 shares; 2026Q1: 1,039 shares 1,039 $351K 0.02% -39 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: 3,296 shares; 2024Q4: 3,224 shares; 2025Q1: 3,226 shares; 2025Q2: 3,216 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares 3,180 $351K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,877 shares; 2025Q3: 2,062 shares; 2025Q4: 2,081 shares; 2026Q1: 1,882 shares 1,882 $348K 0.02% -199 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: 4,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,637 shares 4,637 $345K 0.02% 0 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $343K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,319 shares; 2026Q1: 2,312 shares 2,312 $334K 0.02% -7 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,075 shares; 2025Q1: 8,077 shares; 2025Q2: 10,668 shares; 2025Q3: 10,668 shares; 2025Q4: 10,718 shares; 2026Q1: 10,668 shares 10,668 $331K 0.02% -50 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: 1,764 shares; 2024Q4: 1,660 shares; 2025Q1: 1,688 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,313 shares; 2026Q1: 1,344 shares 1,344 $328K 0.02% +31 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,528 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $326K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 2,884 shares; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 3,391 shares 3,391 $314K 0.02% -198 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,615 shares; 2025Q4: 1,624 shares; 2026Q1: 1,488 shares 1,488 $310K 0.02% -136 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: 16,676 shares; 2024Q4: 1,842 shares; 2025Q1: 3,998 shares; 2025Q2: 3,954 shares; 2025Q3: 3,913 shares; 2025Q4: 3,358 shares; 2026Q1: 3,334 shares 3,334 $308K 0.02% -24 Timeline ICLN 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: 31,930 shares; 2024Q4: 31,930 shares; 2025Q1: 15,965 shares; 2025Q2: 16,601 shares; 2025Q3: 16,601 shares; 2025Q4: 16,601 shares; 2026Q1: 16,601 shares 16,601 $304K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,102 shares; 2024Q4: 9,937 shares; 2025Q1: 4,238 shares; 2025Q2: 3,913 shares; 2025Q3: 4,704 shares; 2025Q4: 4,565 shares; 2026Q1: 3,880 shares 3,880 $301K 0.02% -685 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: 3,448 shares; 2024Q4: 3,494 shares; 2025Q1: 3,371 shares; 2025Q2: 3,382 shares; 2025Q3: 3,502 shares; 2025Q4: 3,418 shares; 2026Q1: 3,328 shares 3,328 $301K 0.02% -90 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: 1,522 shares 1,522 $300K 0.02% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $294K 0.02% 0 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: 5,086 shares; 2024Q4: 5,236 shares; 2025Q1: 4,925 shares; 2025Q2: 4,836 shares; 2025Q3: 4,836 shares; 2025Q4: 4,780 shares; 2026Q1: 4,808 shares 4,808 $292K 0.02% +28 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: 7,480 shares; 2024Q4: 7,436 shares; 2025Q1: 7,100 shares; 2025Q2: 7,034 shares; 2025Q3: 7,787 shares; 2025Q4: 7,771 shares; 2026Q1: 7,072 shares 7,072 $290K 0.02% -699 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $288K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 6,915 shares; 2025Q1: 6,965 shares; 2025Q2: 7,017 shares; 2025Q3: 7,324 shares; 2025Q4: 7,380 shares; 2026Q1: 7,592 shares 7,592 $287K 0.02% +212 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,354 shares; 2026Q1: 1,344 shares 1,344 $284K 0.02% -10 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,854 shares; 2025Q4: 9,854 shares; 2026Q1: 9,854 shares 9,854 $278K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 949 shares; 2025Q1: 1,064 shares; 2025Q2: 911 shares; 2025Q3: 1,028 shares; 2025Q4: 966 shares; 2026Q1: 961 shares 961 $268K 0.01% -5 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,335 shares; 2025Q3: 1,395 shares; 2025Q4: 1,432 shares; 2026Q1: 1,352 shares 1,352 $267K 0.01% -80 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,454 shares; 2025Q1: 3,060 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,669 shares; 2026Q1: 2,625 shares 2,625 $264K 0.01% -44 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,224 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,282 shares; 2026Q1: 10,090 shares 10,090 $263K 0.01% -192 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: 344 shares; 2024Q4: 315 shares; 2025Q1: 299 shares; 2025Q2: 658 shares; 2025Q3: 683 shares; 2025Q4: 3,060 shares; 2026Q1: 2,490 shares 2,490 $260K 0.01% -570 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 18,000 shares 18,000 $256K 0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,014 shares; 2025Q1: 1,084 shares; 2025Q2: 923 shares; 2025Q3: 1,173 shares; 2025Q4: 1,024 shares; 2026Q1: 942 shares 942 $255K 0.01% -82 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $254K 0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,313 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,303 shares; 2025Q4: 6,633 shares; 2026Q1: 2,303 shares 2,303 $249K 0.01% -4,330 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares 1,900 $239K 0.01% new 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: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,451 shares; 2025Q4: 3,451 shares; 2026Q1: 3,164 shares 3,164 $235K 0.01% -287 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: 47,056 shares; 2024Q4: 48,993 shares; 2025Q1: 44,766 shares; 2025Q2: 45,190 shares; 2025Q3: 45,711 shares; 2025Q4: 20,310 shares; 2026Q1: 20,194 shares 20,194 $233K 0.01% -116 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $230K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,035 shares; 2025Q2: 1,033 shares; 2025Q3: 1,183 shares; 2025Q4: 2,762 shares; 2026Q1: 1,117 shares 1,117 $227K 0.01% -1,645 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,487 shares; 2025Q2: 20,487 shares; 2025Q3: 20,487 shares; 2025Q4: 20,487 shares; 2026Q1: 20,487 shares 20,487 $227K 0.01% 0 Timeline ESGV 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: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares 1,981 $222K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,973 shares; 2026Q1: 2,473 shares 2,473 $218K 0.01% -500 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $218K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 8,324 shares; 2025Q2: 7,322 shares; 2025Q3: 8,736 shares; 2025Q4: 8,889 shares; 2026Q1: 7,337 shares 7,337 $213K 0.01% -1,552 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: 3,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,354 shares; 2025Q4: 3,627 shares; 2026Q1: 3,370 shares 3,370 $208K 0.01% -257 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,317 shares; 2025Q1: 3,349 shares; 2025Q2: 2,947 shares; 2025Q3: 3,004 shares; 2025Q4: 2,979 shares; 2026Q1: 2,882 shares 2,882 $205K 0.01% -97 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: 226 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares 2,207 $203K 0.01% 0 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,034 shares; 2025Q1: 13,034 shares; 2025Q2: 13,034 shares; 2025Q3: 9,834 shares; 2025Q4: 9,834 shares; 2026Q1: 9,834 shares 9,834 $200K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,025 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares 1,184 $196K 0.01% 0 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: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares 1,699 $191K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $190K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $182K 0.01% 0 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 1,535 shares; 2026Q1: 1,175 shares 1,175 $172K 0.01% -360 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,069 shares; 2025Q1: 1,072 shares; 2025Q2: 1,074 shares; 2025Q3: 1,077 shares; 2025Q4: 1,080 shares; 2026Q1: 1,082 shares 1,082 $172K 0.01% +2 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,355 shares; 2026Q1: 1,980 shares 1,980 $162K 0.01% -1,375 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: 1,074 shares; 2024Q4: 1,075 shares; 2025Q1: 1,076 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares 1,079 $156K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 3,085 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,528 shares; 2026Q1: 2,415 shares 2,415 $137K 0.01% -1,113 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: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,462 shares; 2025Q4: 5,462 shares; 2026Q1: 1,018 shares 1,018 $130K 0.01% -4,444 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares 2,790 $128K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $125K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $122K 0.01% 0 Timeline QTI QT IMAGING HLDGS INC More: the full row for QT IMAGING 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: 20,565 shares 20,565 $121K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 3,249 shares; 2026Q1: 1,747 shares 1,747 $118K 0.01% -1,502 Timeline VSGX 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: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,613 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares 1,635 $117K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,119 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $117K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $115K 0.01% 0 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: 3,149 shares; 2024Q4: 2,915 shares; 2025Q1: 981 shares; 2025Q2: 1,263 shares; 2025Q3: 907 shares; 2025Q4: 8,642 shares; 2026Q1: 1,107 shares 1,107 $110K 0.01% -7,535 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: 8,337 shares; 2024Q4: 8,405 shares; 2025Q1: 8,563 shares; 2025Q2: 8,509 shares; 2025Q3: 8,360 shares; 2025Q4: 8,405 shares; 2026Q1: 1,670 shares 1,670 $107K 0.01% -6,735 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,537 shares; 2025Q3: 2,537 shares; 2025Q4: 2,537 shares; 2026Q1: 2,537 shares 2,537 $96.4K 0.01% 0 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: 704 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $90.6K <0.01% 0 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $85.1K <0.01% 0 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $80.8K <0.01% 0 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $79.2K <0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $60.4K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,338 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $46.2K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $44.6K <0.01% 0 Timeline IXC 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617 $35.5K <0.01% 0 Timeline MOO 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $35.1K <0.01% 0 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: 8,695 shares; 2024Q4: 8,695 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 620 shares 620 $30.3K <0.01% +150 Timeline IVVD INVIVYD INC More: the full row for INVIVYD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,094 shares; 2025Q2: 23,094 shares; 2025Q3: 23,094 shares; 2025Q4: 23,094 shares; 2026Q1: 23,094 shares 23,094 $30K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099 $29K <0.01% 0 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: 606 shares; 2024Q4: 2,563 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 606 shares 606 $27.7K <0.01% -9 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $20.4K <0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,630 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,630 shares; 2026Q1: 12,630 shares 12,630 $20K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $19.6K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 2,934 shares; 2025Q1: 2,544 shares; 2025Q2: 2,730 shares; 2025Q3: 2,544 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $17.5K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $15.7K <0.01% 0 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 64 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $14.8K <0.01% 0 Timeline VLU 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: 57 shares; 2026Q1: 57 shares 57 $12.3K <0.01% 0 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $12.1K <0.01% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $9.95K <0.01% 0 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $9.67K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $7.47K <0.01% 0 Timeline XES 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: 60 shares 60 $6.98K <0.01% 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: 651 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 94 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $6.45K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $6.33K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 2,205 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $6.2K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 4,501 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $5.62K <0.01% 0 Timeline DRIV 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: 156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 160 shares 160 $4.88K <0.01% +1 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 245 shares; 2025Q1: 248 shares; 2025Q2: 252 shares; 2025Q3: 256 shares; 2025Q4: 260 shares; 2026Q1: 264 shares 264 $3.64K <0.01% +4 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.44K <0.01% 0 Timeline XBI 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: 25 shares; 2026Q1: 25 shares 25 $3.19K <0.01% 0 Timeline ANGL 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: 1,406 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $3.04K <0.01% 0 Timeline SPAB 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: 116 shares; 2026Q1: 84 shares 84 $2.15K <0.01% -32 Timeline PAVE 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: not reported; 2026Q1: 35 shares 35 $1.78K <0.01% new Timeline ISTB 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: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.36K <0.01% 0 Timeline