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: restricted; 2024Q4: 1,430,668 shares; 2025Q1: 1,444,787 shares; 2025Q2: 1,460,097 shares; 2025Q3: 1,462,759 shares; 2025Q4: 1,469,102 shares; 2026Q1: 1,466,525 shares 1,466,525 $470M 30.05% -2,577 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,514,713 shares; 2025Q1: 1,608,109 shares; 2025Q2: 1,641,785 shares; 2025Q3: 1,705,220 shares; 2025Q4: 1,781,109 shares; 2026Q1: 1,889,555 shares 1,889,555 $139M 8.89% +108,446 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: restricted; 2024Q4: 1,259,279 shares; 2025Q1: 1,308,260 shares; 2025Q2: 1,325,529 shares; 2025Q3: 1,351,580 shares; 2025Q4: 1,382,059 shares; 2026Q1: 1,380,121 shares 1,380,121 $88.4M 5.65% -1,938 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728,314 shares; 2025Q1: 749,715 shares; 2025Q2: 751,904 shares; 2025Q3: 775,555 shares; 2025Q4: 805,609 shares; 2026Q1: 837,667 shares 837,667 $69.3M 4.43% +32,058 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: restricted; 2024Q4: 857,391 shares; 2025Q1: 871,189 shares; 2025Q2: 867,006 shares; 2025Q3: 846,486 shares; 2025Q4: 836,435 shares; 2026Q1: 791,802 shares 791,802 $59.5M 3.8% -44,633 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: restricted; 2024Q4: 862,235 shares; 2025Q1: 885,367 shares; 2025Q2: 894,697 shares; 2025Q3: 912,904 shares; 2025Q4: 918,759 shares; 2026Q1: 924,655 shares 924,655 $50M 3.19% +5,896 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442,838 shares; 2025Q1: 455,197 shares; 2025Q2: 457,889 shares; 2025Q3: 477,368 shares; 2025Q4: 492,687 shares; 2026Q1: 507,562 shares 507,562 $40.2M 2.57% +14,875 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: restricted; 2024Q4: 647,113 shares; 2025Q1: 686,735 shares; 2025Q2: 736,144 shares; 2025Q3: 769,539 shares; 2025Q4: 790,099 shares; 2026Q1: 809,845 shares 809,845 $39.1M 2.5% +19,746 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: restricted; 2024Q4: 97,669 shares; 2025Q1: 98,396 shares; 2025Q2: 99,349 shares; 2025Q3: 98,300 shares; 2025Q4: 101,104 shares; 2026Q1: 99,375 shares 99,375 $26M 1.66% -1,729 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: restricted; 2024Q4: 1,107,041 shares; 2025Q1: 1,062,691 shares; 2025Q2: 1,064,255 shares; 2025Q3: 1,057,006 shares; 2025Q4: 1,056,993 shares; 2026Q1: 1,022,101 shares 1,022,101 $25.7M 1.64% -34,892 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: restricted; 2024Q4: 210,526 shares; 2025Q1: 219,116 shares; 2025Q2: 226,989 shares; 2025Q3: 233,650 shares; 2025Q4: 243,968 shares; 2026Q1: 248,732 shares 248,732 $22.1M 1.41% +4,764 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: restricted; 2024Q4: 188,511 shares; 2025Q1: 193,703 shares; 2025Q2: 192,482 shares; 2025Q3: 197,903 shares; 2025Q4: 198,307 shares; 2026Q1: 199,731 shares 199,731 $19.8M 1.27% +1,424 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,028 shares; 2025Q1: 94,879 shares; 2025Q2: 93,795 shares; 2025Q3: 92,401 shares; 2025Q4: 93,167 shares; 2026Q1: 91,058 shares 91,058 $18M 1.15% -2,109 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,910 shares; 2025Q1: 230,636 shares; 2025Q2: 237,605 shares; 2025Q3: 249,724 shares; 2025Q4: 263,556 shares; 2026Q1: 282,707 shares 282,707 $16.5M 1.06% +19,151 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: restricted; 2024Q4: 19,917 shares; 2025Q1: 19,496 shares; 2025Q2: 19,471 shares; 2025Q3: 18,866 shares; 2025Q4: 25,196 shares; 2026Q1: 25,226 shares 25,226 $16.5M 1.05% +30 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: restricted; 2024Q4: 81,285 shares; 2025Q1: 80,244 shares; 2025Q2: 78,643 shares; 2025Q3: 77,516 shares; 2025Q4: 69,449 shares; 2026Q1: 69,015 shares 69,015 $15.5M 0.99% -434 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: restricted; 2024Q4: 119,494 shares; 2025Q1: 117,653 shares; 2025Q2: 122,366 shares; 2025Q3: 121,638 shares; 2025Q4: 105,497 shares; 2026Q1: 103,642 shares 103,642 $15.3M 0.98% -1,855 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: restricted; 2024Q4: 60,025 shares; 2025Q1: 58,513 shares; 2025Q2: 58,058 shares; 2025Q3: 56,644 shares; 2025Q4: 53,028 shares; 2026Q1: 52,913 shares 52,913 $15.2M 0.97% -115 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222,115 shares; 2025Q1: 236,808 shares; 2025Q2: 241,640 shares; 2025Q3: 256,138 shares; 2025Q4: 275,998 shares; 2026Q1: 290,060 shares 290,060 $13.9M 0.89% +14,062 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: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,488 shares; 2025Q2: 4,658 shares; 2025Q3: 4,488 shares; 2025Q4: 21,250 shares; 2026Q1: 21,251 shares 21,251 $13.8M 0.88% +1 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: restricted; 2024Q4: 65,744 shares; 2025Q1: 65,879 shares; 2025Q2: 65,215 shares; 2025Q3: 63,946 shares; 2025Q4: 58,334 shares; 2026Q1: 57,921 shares 57,921 $12.5M 0.8% -413 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: restricted; 2024Q4: 557,051 shares; 2025Q1: 533,574 shares; 2025Q2: 523,538 shares; 2025Q3: 512,308 shares; 2025Q4: 507,808 shares; 2026Q1: 490,807 shares 490,807 $12.1M 0.78% -17,001 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: restricted; 2024Q4: 157,053 shares; 2025Q1: 165,513 shares; 2025Q2: 163,466 shares; 2025Q3: 161,980 shares; 2025Q4: 167,286 shares; 2026Q1: 163,502 shares 163,502 $11.4M 0.73% -3,784 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: restricted; 2024Q4: 40,153 shares; 2025Q1: 38,012 shares; 2025Q2: 37,421 shares; 2025Q3: 37,163 shares; 2025Q4: 37,058 shares; 2026Q1: 36,805 shares 36,805 $11M 0.7% -253 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,665 shares; 2025Q1: 197,017 shares; 2025Q2: 190,537 shares; 2025Q3: 187,107 shares; 2025Q4: 186,418 shares; 2026Q1: 186,606 shares 186,606 $9.81M 0.63% +188 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: restricted; 2024Q4: 49,464 shares; 2025Q1: 59,822 shares; 2025Q2: 65,723 shares; 2025Q3: 79,119 shares; 2025Q4: 86,825 shares; 2026Q1: 87,338 shares 87,338 $9.27M 0.59% +513 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: restricted; 2024Q4: 110,792 shares; 2025Q1: 111,262 shares; 2025Q2: 112,384 shares; 2025Q3: 110,123 shares; 2025Q4: 108,778 shares; 2026Q1: 101,688 shares 101,688 $9.21M 0.59% -7,090 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: restricted; 2024Q4: 37,841 shares; 2025Q1: 37,489 shares; 2025Q2: 37,246 shares; 2025Q3: 37,734 shares; 2025Q4: 37,241 shares; 2026Q1: 35,762 shares 35,762 $9.08M 0.58% -1,479 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,097 shares; 2025Q1: 319,300 shares; 2025Q2: 317,695 shares; 2025Q3: 316,540 shares; 2025Q4: 311,162 shares; 2026Q1: 298,970 shares 298,970 $8.69M 0.56% -12,192 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310,469 shares; 2025Q1: 315,823 shares; 2025Q2: 311,541 shares; 2025Q3: 303,670 shares; 2025Q4: 290,220 shares; 2026Q1: 280,724 shares 280,724 $8.69M 0.56% -9,496 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: restricted; 2024Q4: 59,068 shares; 2025Q1: 70,718 shares; 2025Q2: 60,801 shares; 2025Q3: 60,220 shares; 2025Q4: 60,239 shares; 2026Q1: 58,988 shares 58,988 $8.4M 0.54% -1,251 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: restricted; 2024Q4: 369,931 shares; 2025Q1: 367,537 shares; 2025Q2: 366,285 shares; 2025Q3: 361,003 shares; 2025Q4: 304,560 shares; 2026Q1: 305,184 shares 305,184 $7.82M 0.5% +624 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261,438 shares; 2025Q1: 266,534 shares; 2025Q2: 260,128 shares; 2025Q3: 251,574 shares; 2025Q4: 242,594 shares; 2026Q1: 242,410 shares 242,410 $7.44M 0.48% -184 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: restricted; 2024Q4: 79,299 shares; 2025Q1: 89,005 shares; 2025Q2: 90,122 shares; 2025Q3: 90,044 shares; 2025Q4: 91,244 shares; 2026Q1: 88,315 shares 88,315 $7.38M 0.47% -2,929 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,451 shares; 2025Q1: 77,033 shares; 2025Q2: 78,320 shares; 2025Q3: 78,374 shares; 2025Q4: 78,645 shares; 2026Q1: 91,117 shares 91,117 $7.14M 0.46% +12,472 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,202 shares; 2025Q1: 85,601 shares; 2025Q2: 87,275 shares; 2025Q3: 88,097 shares; 2025Q4: 85,027 shares; 2026Q1: 85,802 shares 85,802 $7.08M 0.45% +775 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,566 shares; 2025Q1: 111,336 shares; 2025Q2: 109,290 shares; 2025Q3: 106,624 shares; 2025Q4: 116,367 shares; 2026Q1: 114,540 shares 114,540 $6.1M 0.39% -1,827 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,062 shares; 2025Q1: 57,899 shares; 2025Q2: 52,302 shares; 2025Q3: 52,273 shares; 2025Q4: 52,103 shares; 2026Q1: 50,849 shares 50,849 $5.84M 0.37% -1,254 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: restricted; 2024Q4: 60,231 shares; 2025Q1: 60,231 shares; 2025Q2: 59,307 shares; 2025Q3: 53,147 shares; 2025Q4: 50,112 shares; 2026Q1: 49,984 shares 49,984 $5.65M 0.36% -128 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: restricted; 2024Q4: 38,818 shares; 2025Q1: 34,552 shares; 2025Q2: 33,759 shares; 2025Q3: 33,301 shares; 2025Q4: 36,303 shares; 2026Q1: 32,266 shares 32,266 $5.63M 0.36% -4,037 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,398 shares; 2025Q1: 99,966 shares; 2025Q2: 107,213 shares; 2025Q3: 99,736 shares; 2025Q4: 101,087 shares; 2026Q1: 112,614 shares 112,614 $5.62M 0.36% +11,527 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: restricted; 2024Q4: 9,021 shares; 2025Q1: 8,876 shares; 2025Q2: 9,097 shares; 2025Q3: 9,192 shares; 2025Q4: 9,441 shares; 2026Q1: 9,707 shares 9,707 $5.6M 0.36% +266 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: restricted; 2024Q4: 176,497 shares; 2025Q1: 168,308 shares; 2025Q2: 165,182 shares; 2025Q3: 164,692 shares; 2025Q4: 163,469 shares; 2026Q1: 158,737 shares 158,737 $5.23M 0.33% -4,732 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: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.28% 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: restricted; 2024Q4: 5,413 shares; 2025Q1: 4,633 shares; 2025Q2: 7,108 shares; 2025Q3: 7,008 shares; 2025Q4: 7,141 shares; 2026Q1: 7,171 shares 7,171 $4.28M 0.27% +30 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: restricted; 2024Q4: 61,197 shares; 2025Q1: 61,197 shares; 2025Q2: 61,197 shares; 2025Q3: 51,839 shares; 2025Q4: 46,769 shares; 2026Q1: 46,769 shares 46,769 $4.12M 0.26% 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: restricted; 2024Q4: 6,394 shares; 2025Q1: 6,076 shares; 2025Q2: 6,124 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,878 shares 5,878 $4.1M 0.26% -72 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: restricted; 2024Q4: 84,064 shares; 2025Q1: 84,064 shares; 2025Q2: 84,206 shares; 2025Q3: 84,206 shares; 2025Q4: 84,361 shares; 2026Q1: 84,361 shares 84,361 $3.85M 0.25% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,451 shares; 2025Q1: 92,949 shares; 2025Q2: 89,810 shares; 2025Q3: 87,823 shares; 2025Q4: 83,368 shares; 2026Q1: 80,336 shares 80,336 $3.75M 0.24% -3,032 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: restricted; 2024Q4: 9,101 shares; 2025Q1: 9,078 shares; 2025Q2: 9,511 shares; 2025Q3: 9,094 shares; 2025Q4: 9,368 shares; 2026Q1: 9,194 shares 9,194 $3.4M 0.22% -174 Timeline MLPX 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: restricted; 2024Q4: 46,738 shares; 2025Q1: 46,890 shares; 2025Q2: 47,290 shares; 2025Q3: 47,699 shares; 2025Q4: 45,454 shares; 2026Q1: 44,737 shares 44,737 $3.31M 0.21% -717 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,222 shares; 2025Q1: 144,320 shares; 2025Q2: 148,688 shares; 2025Q3: 143,729 shares; 2025Q4: 142,331 shares; 2026Q1: 141,003 shares 141,003 $3.27M 0.21% -1,328 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,536 shares; 2025Q1: 26,677 shares; 2025Q2: 40,309 shares; 2025Q3: 40,277 shares; 2025Q4: 40,389 shares; 2026Q1: 40,776 shares 40,776 $3.14M 0.2% +387 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: restricted; 2024Q4: 46,556 shares; 2025Q1: 48,182 shares; 2025Q2: 50,298 shares; 2025Q3: 28,083 shares; 2025Q4: 27,959 shares; 2026Q1: 27,043 shares 27,043 $3.04M 0.19% -916 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,972 shares; 2025Q1: 10,972 shares; 2025Q2: 10,972 shares; 2025Q3: 10,965 shares; 2025Q4: 10,965 shares; 2026Q1: 10,965 shares 10,965 $2.82M 0.18% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,404 shares; 2025Q1: 19,127 shares; 2025Q2: 19,277 shares; 2025Q3: 19,306 shares; 2025Q4: 18,678 shares; 2026Q1: 18,633 shares 18,633 $2.72M 0.17% -45 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: restricted; 2024Q4: 11,753 shares; 2025Q1: 11,416 shares; 2025Q2: 11,006 shares; 2025Q3: 10,982 shares; 2025Q4: 10,838 shares; 2026Q1: 10,812 shares 10,812 $2.64M 0.17% -26 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: restricted; 2024Q4: 29,431 shares; 2025Q1: 29,456 shares; 2025Q2: 29,461 shares; 2025Q3: 29,572 shares; 2025Q4: 28,669 shares; 2026Q1: 28,495 shares 28,495 $2.64M 0.17% -174 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: restricted; 2024Q4: 11,880 shares; 2025Q1: 11,933 shares; 2025Q2: 12,162 shares; 2025Q3: 12,123 shares; 2025Q4: 12,125 shares; 2026Q1: 12,126 shares 12,126 $2.63M 0.17% +1 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: restricted; 2024Q4: 12,699 shares; 2025Q1: 12,614 shares; 2025Q2: 15,996 shares; 2025Q3: 15,756 shares; 2025Q4: 15,446 shares; 2026Q1: 15,188 shares 15,188 $2.58M 0.16% -258 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,366 shares; 2025Q1: 44,376 shares; 2025Q2: 43,951 shares; 2025Q3: 43,967 shares; 2025Q4: 55,387 shares; 2026Q1: 55,373 shares 55,373 $2.56M 0.16% -14 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,456 shares 27,456 $2.37M 0.15% new 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: restricted; 2024Q4: 6,741 shares; 2025Q1: 6,551 shares; 2025Q2: 6,574 shares; 2025Q3: 6,557 shares; 2025Q4: 6,701 shares; 2026Q1: 6,563 shares 6,563 $2.16M 0.14% -138 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: restricted; 2024Q4: 23,345 shares; 2025Q1: 23,345 shares; 2025Q2: 23,345 shares; 2025Q3: 23,345 shares; 2025Q4: 23,371 shares; 2026Q1: 23,413 shares 23,413 $2.15M 0.14% +42 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,209 shares; 2025Q1: 33,776 shares; 2025Q2: 33,004 shares; 2025Q3: 32,980 shares; 2025Q4: 32,575 shares; 2026Q1: 32,525 shares 32,525 $2.14M 0.14% -50 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: restricted; 2024Q4: 11,566 shares; 2025Q1: 11,560 shares; 2025Q2: 11,125 shares; 2025Q3: 11,151 shares; 2025Q4: 11,171 shares; 2026Q1: 11,087 shares 11,087 $2.13M 0.14% -84 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: restricted; 2024Q4: 11,176 shares; 2025Q1: 11,149 shares; 2025Q2: 11,022 shares; 2025Q3: 10,839 shares; 2025Q4: 10,861 shares; 2026Q1: 10,022 shares 10,022 $2.09M 0.13% -839 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,324 shares; 2025Q1: 42,248 shares; 2025Q2: 42,725 shares; 2025Q3: 43,211 shares; 2025Q4: 42,150 shares; 2026Q1: 41,683 shares 41,683 $2.09M 0.13% -467 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: restricted; 2024Q4: 16,817 shares; 2025Q1: 16,745 shares; 2025Q2: 16,824 shares; 2025Q3: 16,558 shares; 2025Q4: 16,518 shares; 2026Q1: 16,518 shares 16,518 $2.05M 0.13% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,128 shares; 2025Q1: 36,654 shares; 2025Q2: 36,654 shares; 2025Q3: 36,654 shares; 2025Q4: 36,654 shares; 2026Q1: 36,654 shares 36,654 $2.04M 0.13% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,083 shares; 2025Q1: 27,523 shares; 2025Q2: 27,393 shares; 2025Q3: 27,648 shares; 2025Q4: 27,078 shares; 2026Q1: 26,283 shares 26,283 $2.03M 0.13% -795 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: restricted; 2024Q4: 9,775 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares; 2025Q3: 9,362 shares; 2025Q4: 10,297 shares; 2026Q1: 10,328 shares 10,328 $2.03M 0.13% +31 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: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,800 shares; 2025Q2: 2,745 shares; 2025Q3: 2,750 shares; 2025Q4: 2,757 shares; 2026Q1: 2,762 shares 2,762 $1.96M 0.12% +5 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: restricted; 2024Q4: 9,255 shares; 2025Q1: 9,237 shares; 2025Q2: 9,237 shares; 2025Q3: 9,237 shares; 2025Q4: 9,237 shares; 2026Q1: 9,237 shares 9,237 $1.95M 0.12% 0 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: restricted; 2024Q4: 10,505 shares; 2025Q1: 10,397 shares; 2025Q2: 11,543 shares; 2025Q3: 11,462 shares; 2025Q4: 11,420 shares; 2026Q1: 11,132 shares 11,132 $1.93M 0.12% -288 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,019 shares; 2025Q1: 47,804 shares; 2025Q2: 47,504 shares; 2025Q3: 52,915 shares; 2025Q4: 53,048 shares; 2026Q1: 52,005 shares 52,005 $1.92M 0.12% -1,043 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: restricted; 2024Q4: 5,742 shares; 2025Q1: 5,742 shares; 2025Q2: 6,197 shares; 2025Q3: 6,183 shares; 2025Q4: 6,400 shares; 2026Q1: 6,409 shares 6,409 $1.89M 0.12% +9 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,017 shares; 2025Q1: 91,348 shares; 2025Q2: 90,368 shares; 2025Q3: 90,958 shares; 2025Q4: 91,591 shares; 2026Q1: 87,331 shares 87,331 $1.88M 0.12% -4,260 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,032 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 14,465 shares; 2025Q4: 14,538 shares; 2026Q1: 14,506 shares 14,506 $1.81M 0.12% -32 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 13,259 shares; 2025Q4: 13,259 shares; 2026Q1: 13,259 shares 13,259 $1.8M 0.11% 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: restricted; 2024Q4: 12,603 shares; 2025Q1: 12,503 shares; 2025Q2: 12,072 shares; 2025Q3: 11,947 shares; 2025Q4: 11,947 shares; 2026Q1: 11,522 shares 11,522 $1.74M 0.11% -425 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: restricted; 2024Q4: 6,993 shares; 2025Q1: 6,993 shares; 2025Q2: 6,993 shares; 2025Q3: 6,952 shares; 2025Q4: 6,952 shares; 2026Q1: 6,952 shares 6,952 $1.72M 0.11% 0 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: restricted; 2024Q4: 23,478 shares; 2025Q1: 23,478 shares; 2025Q2: 23,478 shares; 2025Q3: 23,478 shares; 2025Q4: 24,050 shares; 2026Q1: 24,053 shares 24,053 $1.69M 0.11% +3 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: restricted; 2024Q4: 5,016 shares; 2025Q1: 5,048 shares; 2025Q2: 5,069 shares; 2025Q3: 4,945 shares; 2025Q4: 4,893 shares; 2026Q1: 4,765 shares 4,765 $1.68M 0.11% -128 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: restricted; 2024Q4: 8,412 shares; 2025Q1: 8,412 shares; 2025Q2: 8,412 shares; 2025Q3: 8,400 shares; 2025Q4: 9,145 shares; 2026Q1: 8,756 shares 8,756 $1.61M 0.1% -389 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares 2,606 $1.61M 0.1% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,678 shares; 2025Q1: 55,879 shares; 2025Q2: 54,534 shares; 2025Q3: 54,257 shares; 2025Q4: 53,257 shares; 2026Q1: 53,257 shares 53,257 $1.6M 0.1% 0 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: restricted; 2024Q4: 10,535 shares; 2025Q1: 10,370 shares; 2025Q2: 10,382 shares; 2025Q3: 10,392 shares; 2025Q4: 14,247 shares; 2026Q1: 16,444 shares 16,444 $1.6M 0.1% +2,197 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: restricted; 2024Q4: 11,065 shares; 2025Q1: 6,036 shares; 2025Q2: 8,084 shares; 2025Q3: 7,940 shares; 2025Q4: 7,955 shares; 2026Q1: 7,707 shares 7,707 $1.59M 0.1% -248 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: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,637 shares; 2025Q2: 4,517 shares; 2025Q3: 4,428 shares; 2025Q4: 4,392 shares; 2026Q1: 4,079 shares 4,079 $1.52M 0.1% -313 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,107 shares; 2025Q1: 9,912 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares; 2026Q1: 8,747 shares 8,747 $1.48M 0.09% -329 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: restricted; 2024Q4: 11,032 shares; 2025Q1: 11,000 shares; 2025Q2: 10,564 shares; 2025Q3: 10,565 shares; 2025Q4: 10,511 shares; 2026Q1: 10,511 shares 10,511 $1.45M 0.09% 0 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: restricted; 2024Q4: 15,519 shares; 2025Q1: 15,519 shares; 2025Q2: 15,519 shares; 2025Q3: 15,519 shares; 2025Q4: 31,038 shares; 2026Q1: 31,038 shares 31,038 $1.42M 0.09% 0 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: restricted; 2024Q4: 2,866 shares; 2025Q1: 2,856 shares; 2025Q2: 2,786 shares; 2025Q3: 2,719 shares; 2025Q4: 2,713 shares; 2026Q1: 2,514 shares 2,514 $1.42M 0.09% -199 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,287 shares; 2025Q1: 15,157 shares; 2025Q2: 15,157 shares; 2025Q3: 14,957 shares; 2025Q4: 14,372 shares; 2026Q1: 14,112 shares 14,112 $1.41M 0.09% -260 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,376 shares; 2025Q1: 14,920 shares; 2025Q2: 13,787 shares; 2025Q3: 13,610 shares; 2025Q4: 17,778 shares; 2026Q1: 15,007 shares 15,007 $1.41M 0.09% -2,771 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: restricted; 2024Q4: 13,634 shares; 2025Q1: 13,431 shares; 2025Q2: 14,350 shares; 2025Q3: 14,331 shares; 2025Q4: 11,211 shares; 2026Q1: 11,211 shares 11,211 $1.39M 0.09% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,938 shares; 2025Q1: 34,938 shares; 2025Q2: 34,938 shares; 2025Q3: 34,938 shares; 2025Q4: 34,938 shares; 2026Q1: 34,938 shares 34,938 $1.37M 0.09% 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: restricted; 2024Q4: 3,373 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 2,973 shares; 2025Q4: 2,974 shares; 2026Q1: 2,954 shares 2,954 $1.29M 0.08% -20 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: restricted; 2024Q4: 13,484 shares; 2025Q1: 13,484 shares; 2025Q2: 13,484 shares; 2025Q3: 13,484 shares; 2025Q4: 13,484 shares; 2026Q1: 13,244 shares 13,244 $1.29M 0.08% -240 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,998 shares; 2025Q1: 25,142 shares; 2025Q2: 24,642 shares; 2025Q3: 24,358 shares; 2025Q4: 24,528 shares; 2026Q1: 24,898 shares 24,898 $1.28M 0.08% +370 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: restricted; 2024Q4: 30,722 shares; 2025Q1: 36,238 shares; 2025Q2: 32,109 shares; 2025Q3: 32,854 shares; 2025Q4: 31,547 shares; 2026Q1: 31,022 shares 31,022 $1.27M 0.08% -525 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: restricted; 2024Q4: 18,254 shares; 2025Q1: 18,180 shares; 2025Q2: 17,880 shares; 2025Q3: 17,880 shares; 2025Q4: 17,880 shares; 2026Q1: 17,665 shares 17,665 $1.19M 0.08% -215 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,100 shares; 2025Q3: 68,100 shares; 2025Q4: 68,100 shares; 2026Q1: 68,100 shares 68,100 $1.17M 0.07% 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: restricted; 2024Q4: 9,056 shares; 2025Q1: 9,058 shares; 2025Q2: 9,060 shares; 2025Q3: 9,062 shares; 2025Q4: 7,937 shares; 2026Q1: 7,938 shares 7,938 $1.16M 0.07% +1 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: restricted; 2024Q4: 12,220 shares; 2025Q1: 10,587 shares; 2025Q2: 10,082 shares; 2025Q3: 9,945 shares; 2025Q4: 9,227 shares; 2026Q1: 9,094 shares 9,094 $1.09M 0.07% -133 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: restricted; 2024Q4: 6,686 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,558 shares; 2025Q4: 6,558 shares; 2026Q1: 7,321 shares 7,321 $1.06M 0.07% +763 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: restricted; 2024Q4: 11,618 shares; 2025Q1: 11,320 shares; 2025Q2: 10,376 shares; 2025Q3: 10,365 shares; 2025Q4: 9,796 shares; 2026Q1: 9,577 shares 9,577 $1.06M 0.07% -219 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: restricted; 2024Q4: 9,576 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 6,557 shares; 2025Q4: 5,789 shares; 2026Q1: 5,789 shares 5,789 $1.05M 0.07% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,517 shares; 2025Q1: 17,247 shares; 2025Q2: 17,008 shares; 2025Q3: 18,111 shares; 2025Q4: 19,160 shares; 2026Q1: 20,932 shares 20,932 $1.05M 0.07% +1,772 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,937 shares; 2025Q1: 10,870 shares; 2025Q2: 11,009 shares; 2025Q3: 11,809 shares; 2025Q4: 11,716 shares; 2026Q1: 11,716 shares 11,716 $1.04M 0.07% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,939 shares; 2025Q1: 14,754 shares; 2025Q2: 14,759 shares; 2025Q3: 15,364 shares; 2025Q4: 15,371 shares; 2026Q1: 15,371 shares 15,371 $1.03M 0.07% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,154 shares; 2026Q1: 3,877 shares 3,877 $1.03M 0.07% -277 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares 5,650 $1.02M 0.07% 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: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,268 shares; 2025Q2: 5,285 shares; 2025Q3: 5,279 shares; 2025Q4: 4,677 shares; 2026Q1: 4,682 shares 4,682 $1.02M 0.07% +5 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,462 shares; 2025Q1: 13,366 shares; 2025Q2: 12,608 shares; 2025Q3: 11,824 shares; 2025Q4: 13,119 shares; 2026Q1: 20,414 shares 20,414 $1.02M 0.06% +7,295 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: restricted; 2024Q4: 1,412 shares; 2025Q1: 1,399 shares; 2025Q2: 1,365 shares; 2025Q3: 1,327 shares; 2025Q4: 1,166 shares; 2026Q1: 1,089 shares 1,089 $1M 0.06% -77 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: restricted; 2024Q4: 2,797 shares; 2025Q1: 2,582 shares; 2025Q2: 2,793 shares; 2025Q3: 3,082 shares; 2025Q4: 3,242 shares; 2026Q1: 3,408 shares 3,408 $980K 0.06% +166 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,217 shares; 2025Q1: 22,399 shares; 2025Q2: 22,399 shares; 2025Q3: 22,399 shares; 2025Q4: 22,399 shares; 2026Q1: 22,399 shares 22,399 $977K 0.06% 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: restricted; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,847 shares; 2025Q4: 9,416 shares; 2026Q1: 9,416 shares 9,416 $974K 0.06% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,256 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,221 shares; 2025Q4: 8,201 shares; 2026Q1: 8,117 shares 8,117 $961K 0.06% -84 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: restricted; 2024Q4: 7,591 shares; 2025Q1: 7,592 shares; 2025Q2: 7,607 shares; 2025Q3: 7,594 shares; 2025Q4: 6,651 shares; 2026Q1: 6,652 shares 6,652 $961K 0.06% +1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,544 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,426 shares; 2026Q1: 4,371 shares 4,371 $956K 0.06% -55 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,766 shares; 2025Q1: 12,766 shares; 2025Q2: 12,766 shares; 2025Q3: 12,766 shares; 2025Q4: 12,766 shares; 2026Q1: 12,766 shares 12,766 $934K 0.06% 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: restricted; 2024Q4: 6,063 shares; 2025Q1: 6,125 shares; 2025Q2: 6,512 shares; 2025Q3: 6,512 shares; 2025Q4: 6,553 shares; 2026Q1: 7,048 shares 7,048 $900K 0.06% +495 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: restricted; 2024Q4: 15,650 shares; 2025Q1: 15,650 shares; 2025Q2: 15,660 shares; 2025Q3: 15,660 shares; 2025Q4: 15,674 shares; 2026Q1: 15,674 shares 15,674 $890K 0.06% 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: restricted; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 838 shares; 2025Q3: 829 shares; 2025Q4: 846 shares; 2026Q1: 891 shares 891 $888K 0.06% +45 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,707 shares; 2025Q1: 21,542 shares; 2025Q2: 22,577 shares; 2025Q3: 28,357 shares; 2025Q4: 36,556 shares; 2026Q1: 36,556 shares 36,556 $886K 0.06% 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: restricted; 2024Q4: 35,836 shares; 2025Q1: 35,847 shares; 2025Q2: 29,952 shares; 2025Q3: 29,187 shares; 2025Q4: 29,137 shares; 2026Q1: 29,145 shares 29,145 $884K 0.06% +8 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,027 shares; 2025Q1: 12,027 shares; 2025Q2: 12,391 shares; 2025Q3: 12,391 shares; 2025Q4: 12,403 shares; 2026Q1: 12,403 shares 12,403 $872K 0.06% 0 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: restricted; 2024Q4: 972 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,427 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares 1,993 $858K 0.05% 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: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,759 shares; 2025Q2: 2,800 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,585 shares 2,585 $850K 0.05% -10 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares; 2026Q1: 17,570 shares 17,570 $846K 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares; 2025Q4: 13,604 shares; 2026Q1: 13,604 shares 13,604 $833K 0.05% 0 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: restricted; 2024Q4: 2,911 shares; 2025Q1: 2,825 shares; 2025Q2: 2,774 shares; 2025Q3: 2,755 shares; 2025Q4: 2,691 shares; 2026Q1: 2,609 shares 2,609 $830K 0.05% -82 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,031 shares; 2025Q1: 9,186 shares; 2025Q2: 8,890 shares; 2025Q3: 9,046 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares 9,050 $827K 0.05% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,767 shares; 2026Q1: 13,767 shares 13,767 $820K 0.05% 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: restricted; 2024Q4: 20,507 shares; 2025Q1: 20,688 shares; 2025Q2: 20,882 shares; 2025Q3: 21,242 shares; 2025Q4: 21,443 shares; 2026Q1: 21,626 shares 21,626 $818K 0.05% +183 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,198 shares; 2025Q1: 5,333 shares; 2025Q2: 5,383 shares; 2025Q3: 5,383 shares; 2025Q4: 5,508 shares; 2026Q1: 7,633 shares 7,633 $813K 0.05% +2,125 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,368 shares; 2025Q1: 13,368 shares; 2025Q2: 13,368 shares; 2025Q3: 13,368 shares; 2025Q4: 13,368 shares; 2026Q1: 13,368 shares 13,368 $803K 0.05% 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: restricted; 2024Q4: 5,498 shares; 2025Q1: 5,498 shares; 2025Q2: 5,617 shares; 2025Q3: 5,498 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares 5,161 $801K 0.05% 0 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: restricted; 2024Q4: 12,638 shares; 2025Q1: 11,932 shares; 2025Q2: 11,265 shares; 2025Q3: 11,244 shares; 2025Q4: 10,373 shares; 2026Q1: 10,527 shares 10,527 $801K 0.05% +154 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: restricted; 2024Q4: 19,475 shares; 2025Q1: 19,475 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares; 2026Q1: 19,475 shares 19,475 $799K 0.05% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,609 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,538 shares; 2025Q4: 7,652 shares; 2026Q1: 7,652 shares 7,652 $748K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares 1,689 $737K 0.05% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,279 shares; 2025Q1: 22,754 shares; 2025Q2: 23,789 shares; 2025Q3: 29,569 shares; 2025Q4: 29,569 shares; 2026Q1: 29,569 shares 29,569 $717K 0.05% 0 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: restricted; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,104 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares; 2026Q1: 3,611 shares 3,611 $697K 0.04% -311 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,948 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,229 shares; 2025Q4: 6,201 shares; 2026Q1: 6,201 shares 6,201 $676K 0.04% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,589 shares; 2025Q1: 9,589 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares 10,020 $671K 0.04% 0 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: restricted; 2024Q4: 22,666 shares; 2025Q1: 22,290 shares; 2025Q2: 22,714 shares; 2025Q3: 21,870 shares; 2025Q4: 21,396 shares; 2026Q1: 21,445 shares 21,445 $625K 0.04% +49 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,849 shares; 2025Q1: 6,095 shares; 2025Q2: 6,162 shares; 2025Q3: 6,485 shares; 2025Q4: 6,545 shares; 2026Q1: 6,590 shares 6,590 $621K 0.04% +45 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares 7,275 $589K 0.04% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 12,485 shares 12,485 $586K 0.04% 0 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: restricted; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,082 shares 3,082 $584K 0.04% 0 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: restricted; 2024Q4: 8,473 shares; 2025Q1: 8,208 shares; 2025Q2: 4,242 shares; 2025Q3: 4,229 shares; 2025Q4: 3,662 shares; 2026Q1: 3,529 shares 3,529 $583K 0.04% -133 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: restricted; 2024Q4: 10,009 shares; 2025Q1: 9,660 shares; 2025Q2: 9,661 shares; 2025Q3: 9,402 shares; 2025Q4: 9,403 shares; 2026Q1: 9,404 shares 9,404 $580K 0.04% +1 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,858 shares; 2025Q1: 17,858 shares; 2025Q2: 17,858 shares; 2025Q3: 17,858 shares; 2025Q4: 17,858 shares; 2026Q1: 17,858 shares 17,858 $562K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 1,189 shares; 2025Q4: 1,550 shares; 2026Q1: 1,794 shares 1,794 $555K 0.04% +244 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,599 shares; 2025Q2: 8,599 shares; 2025Q3: 8,599 shares; 2025Q4: 8,599 shares; 2026Q1: 8,599 shares 8,599 $547K 0.03% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,427 shares; 2025Q1: 11,167 shares; 2025Q2: 11,167 shares; 2025Q3: 12,907 shares; 2025Q4: 12,907 shares; 2026Q1: 12,907 shares 12,907 $546K 0.03% 0 Timeline EEMV 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: restricted; 2024Q4: 8,810 shares; 2025Q1: 8,312 shares; 2025Q2: 8,136 shares; 2025Q3: 8,255 shares; 2025Q4: 8,264 shares; 2026Q1: 8,239 shares 8,239 $533K 0.03% -25 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,317 shares; 2025Q1: 31,715 shares; 2025Q2: 26,306 shares; 2025Q3: 21,282 shares; 2025Q4: 20,871 shares; 2026Q1: 18,671 shares 18,671 $497K 0.03% -2,200 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,984 shares; 2025Q1: 10,792 shares; 2025Q2: 12,014 shares; 2025Q3: 10,397 shares; 2025Q4: 10,244 shares; 2026Q1: 9,878 shares 9,878 $496K 0.03% -366 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,904 shares; 2025Q1: 6,908 shares; 2025Q2: 6,913 shares; 2025Q3: 6,919 shares; 2025Q4: 6,928 shares; 2026Q1: 6,932 shares 6,932 $485K 0.03% +4 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,222 shares; 2025Q1: 5,223 shares; 2025Q2: 4,853 shares; 2025Q3: 4,854 shares; 2025Q4: 4,854 shares; 2026Q1: 4,854 shares 4,854 $470K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,296 shares; 2025Q1: 8,061 shares; 2025Q2: 7,692 shares; 2025Q3: 6,853 shares; 2025Q4: 6,854 shares; 2026Q1: 6,589 shares 6,589 $449K 0.03% -265 Timeline JETS 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: restricted; 2024Q4: 18,045 shares; 2025Q1: 18,045 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares; 2025Q4: 18,074 shares; 2026Q1: 18,074 shares 18,074 $445K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,115 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 12,727 shares; 2025Q4: 11,574 shares; 2026Q1: 11,457 shares 11,457 $440K 0.03% -117 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: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,682 shares; 2025Q2: 1,685 shares; 2025Q3: 1,603 shares; 2025Q4: 1,607 shares; 2026Q1: 1,609 shares 1,609 $438K 0.03% +2 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,565 shares; 2025Q1: 7,530 shares; 2025Q2: 6,523 shares; 2025Q3: 5,972 shares; 2025Q4: 5,972 shares; 2026Q1: 5,329 shares 5,329 $424K 0.03% -643 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $422K 0.03% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares; 2026Q1: 2,383 shares 2,383 $419K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 10,077 shares; 2025Q4: 9,888 shares; 2026Q1: 9,052 shares 9,052 $416K 0.03% -836 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,260 shares; 2025Q1: 3,199 shares; 2025Q2: 3,409 shares; 2025Q3: 3,350 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares 4,262 $411K 0.03% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,108 shares; 2025Q3: 4,878 shares; 2025Q4: 4,880 shares; 2026Q1: 4,360 shares 4,360 $408K 0.03% -520 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares 2,519 $408K 0.03% 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: restricted; 2024Q4: 9,436 shares; 2025Q1: 9,437 shares; 2025Q2: 5,498 shares; 2025Q3: 5,470 shares; 2025Q4: 5,222 shares; 2026Q1: 5,223 shares 5,223 $405K 0.03% +1 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,426 shares; 2025Q1: 13,426 shares; 2025Q2: 13,438 shares; 2025Q3: 13,258 shares; 2025Q4: 13,258 shares; 2026Q1: 13,258 shares 13,258 $404K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,586 shares; 2025Q3: 7,586 shares; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares 8,086 $399K 0.03% 0 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: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936 $399K 0.03% 0 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: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,600 shares; 2025Q3: 3,567 shares; 2025Q4: 3,050 shares; 2026Q1: 3,026 shares 3,026 $396K 0.03% -24 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $394K 0.03% 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: restricted; 2024Q4: 16,791 shares; 2025Q1: 13,747 shares; 2025Q2: 14,018 shares; 2025Q3: 13,980 shares; 2025Q4: 13,991 shares; 2026Q1: 12,929 shares 12,929 $375K 0.02% -1,062 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,522 shares; 2025Q1: 7,604 shares; 2025Q2: 7,454 shares; 2025Q3: 7,484 shares; 2025Q4: 7,523 shares; 2026Q1: 7,207 shares 7,207 $365K 0.02% -316 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: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,442 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $364K 0.02% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,723 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 13,688 shares; 2025Q4: 14,083 shares; 2026Q1: 14,083 shares 14,083 $357K 0.02% 0 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: restricted; 2024Q4: 2,194 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 1,900 shares; 2026Q1: 1,718 shares 1,718 $355K 0.02% -182 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: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $353K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares 2,416 $352K 0.02% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares 2,370 $350K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,892 shares; 2025Q3: 5,892 shares; 2025Q4: 5,892 shares; 2026Q1: 4,798 shares 4,798 $349K 0.02% -1,094 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares 2,181 $348K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,549 shares; 2025Q1: 1,694 shares; 2025Q2: 1,639 shares; 2025Q3: 1,651 shares; 2025Q4: 1,575 shares; 2026Q1: 2,342 shares 2,342 $331K 0.02% +767 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: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares 2,484 $330K 0.02% 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: restricted; 2024Q4: 3,428 shares; 2025Q1: 3,431 shares; 2025Q2: 3,433 shares; 2025Q3: 3,435 shares; 2025Q4: 3,260 shares; 2026Q1: 3,142 shares 3,142 $323K 0.02% -118 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,494 shares; 2026Q1: 7,494 shares 7,494 $317K 0.02% 0 Timeline FDN 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: restricted; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,109 shares; 2026Q1: 1,347 shares 1,347 $315K 0.02% +238 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: restricted; 2024Q4: 6,384 shares; 2025Q1: 6,310 shares; 2025Q2: 6,054 shares; 2025Q3: 5,619 shares; 2025Q4: 5,604 shares; 2026Q1: 5,155 shares 5,155 $313K 0.02% -449 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: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,400 shares; 2025Q2: 1,382 shares; 2025Q3: 1,383 shares; 2025Q4: 1,357 shares; 2026Q1: 1,309 shares 1,309 $309K 0.02% -48 Timeline ACWV 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: restricted; 2024Q4: 2,570 shares; 2025Q1: 2,573 shares; 2025Q2: 2,568 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $307K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares 1,247 $304K 0.02% 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: restricted; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares 2,245 $297K 0.02% 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: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,261 shares; 2025Q3: 2,262 shares; 2025Q4: 2,274 shares; 2026Q1: 2,010 shares 2,010 $295K 0.02% -264 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,099 shares; 2025Q1: 3,608 shares; 2025Q2: 3,229 shares; 2025Q3: 3,086 shares; 2025Q4: 2,935 shares; 2026Q1: 2,637 shares 2,637 $291K 0.02% -298 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,869 shares; 2025Q1: 2,204 shares; 2025Q2: 2,285 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,400 shares 2,400 $285K 0.02% +35 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares 933 $282K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,576 shares; 2025Q1: 11,238 shares; 2025Q2: 5,971 shares; 2025Q3: 5,956 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares 4,256 $281K 0.02% 0 Timeline FNDA 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: restricted; 2024Q4: 9,694 shares; 2025Q1: 9,751 shares; 2025Q2: 9,751 shares; 2025Q3: 9,751 shares; 2025Q4: 8,566 shares; 2026Q1: 8,566 shares 8,566 $278K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 4,120 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares; 2025Q4: 2,872 shares; 2026Q1: 2,792 shares 2,792 $275K 0.02% -80 Timeline EMHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,922 shares; 2026Q1: 6,922 shares 6,922 $273K 0.02% 0 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: restricted; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares 3,625 $271K 0.02% 0 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: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 485 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 472 shares 472 $270K 0.02% -8 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,317 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares 1,293 $269K 0.02% 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: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,099 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,105 shares 1,105 $268K 0.02% +10 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,189 shares; 2025Q1: 4,767 shares; 2025Q2: 4,593 shares; 2025Q3: 4,594 shares; 2025Q4: 4,596 shares; 2026Q1: 4,596 shares 4,596 $263K 0.02% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,685 shares; 2026Q1: 9,685 shares 9,685 $259K 0.02% 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: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares 2,928 $254K 0.02% 0 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146 $245K 0.02% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $244K 0.02% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $243K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 389 shares; 2025Q3: 343 shares; 2025Q4: 3,430 shares; 2026Q1: 2,510 shares 2,510 $241K 0.02% -920 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: restricted; 2024Q4: 2,376 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares 2,376 $239K 0.02% 0 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: restricted; 2024Q4: 4,913 shares; 2025Q1: 4,918 shares; 2025Q2: 4,488 shares; 2025Q3: 4,515 shares; 2025Q4: 4,617 shares; 2026Q1: 4,867 shares 4,867 $236K 0.02% +250 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares 2,942 $234K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 670 shares 670 $230K 0.01% -33 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,115 shares 2,115 $225K 0.01% -200 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,380 shares; 2025Q1: 1,374 shares; 2025Q2: 1,326 shares; 2025Q3: 1,226 shares; 2025Q4: 1,222 shares; 2026Q1: 1,140 shares 1,140 $224K 0.01% -82 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: restricted; 2024Q4: 6,275 shares; 2025Q1: 6,563 shares; 2025Q2: 6,936 shares; 2025Q3: not reported; 2025Q4: 3,054 shares; 2026Q1: 3,092 shares 3,092 $222K 0.01% +38 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 8,978 shares; 2025Q3: 8,978 shares; 2025Q4: 8,978 shares; 2026Q1: 6,689 shares 6,689 $221K 0.01% -2,289 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $221K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $218K 0.01% 0 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: restricted; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 756 shares 756 $217K 0.01% -44 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: restricted; 2024Q4: 5,484 shares; 2025Q1: not reported; 2025Q2: 4,939 shares; 2025Q3: 4,332 shares; 2025Q4: 4,334 shares; 2026Q1: 4,336 shares 4,336 $211K 0.01% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $203K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,843 shares; 2025Q1: 30,897 shares; 2025Q2: 30,951 shares; 2025Q3: 27,198 shares; 2025Q4: 16,038 shares; 2026Q1: 16,038 shares 16,038 $174K 0.01% 0 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares; 2025Q4: 12,061 shares; 2026Q1: 12,061 shares 12,061 $51.3K <0.01% 0 Timeline