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: 1,699,266 shares; 2024Q4: 1,785,874 shares; 2025Q1: 1,748,907 shares; 2025Q2: 1,719,180 shares; 2025Q3: 1,723,755 shares; 2025Q4: 1,740,305 shares; 2026Q1: 1,720,393 shares 1,720,393 $300M 5.45% -19,912 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: 1,164,950 shares; 2024Q4: 1,164,527 shares; 2025Q1: 1,129,020 shares; 2025Q2: 1,096,447 shares; 2025Q3: 1,098,241 shares; 2025Q4: 1,129,695 shares; 2026Q1: 1,133,645 shares 1,133,645 $288M 5.22% +3,950 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: 111,109 shares; 2024Q4: 119,501 shares; 2025Q1: 113,998 shares; 2025Q2: 102,669 shares; 2025Q3: 105,002 shares; 2025Q4: 205,787 shares; 2026Q1: 234,336 shares 234,336 $140M 2.54% +28,549 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: 217,505 shares; 2024Q4: 199,822 shares; 2025Q1: 189,624 shares; 2025Q2: 183,612 shares; 2025Q3: 167,542 shares; 2025Q4: 172,240 shares; 2026Q1: 169,969 shares 169,969 $111M 2.02% -2,271 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: 170,405 shares; 2024Q4: 175,157 shares; 2025Q1: 176,082 shares; 2025Q2: 181,412 shares; 2025Q3: 177,999 shares; 2025Q4: 178,867 shares; 2026Q1: 178,441 shares 178,441 $103M 1.87% -426 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: 15,630 shares; 2024Q4: 15,388 shares; 2025Q1: 15,882 shares; 2025Q2: 14,700 shares; 2025Q3: 14,664 shares; 2025Q4: 1,476,604 shares; 2026Q1: 1,645,471 shares 1,645,471 $98M 1.78% +168,867 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: 432,424 shares; 2024Q4: 434,008 shares; 2025Q1: 433,219 shares; 2025Q2: 454,720 shares; 2025Q3: 455,189 shares; 2025Q4: 447,871 shares; 2026Q1: 444,368 shares 444,368 $92.5M 1.68% -3,503 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: 276,084 shares; 2024Q4: 276,576 shares; 2025Q1: 275,694 shares; 2025Q2: 273,996 shares; 2025Q3: 277,426 shares; 2025Q4: 280,713 shares; 2026Q1: 275,537 shares 275,537 $79M 1.43% -5,176 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: 168,934 shares; 2024Q4: 180,500 shares; 2025Q1: 175,856 shares; 2025Q2: 159,451 shares; 2025Q3: 168,021 shares; 2025Q4: 182,514 shares; 2026Q1: 187,930 shares 187,930 $69.6M 1.26% +5,416 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 6,104 shares; 2025Q1: 5,803 shares; 2025Q2: 4,990 shares; 2025Q3: 10,148 shares; 2025Q4: 657,660 shares; 2026Q1: 696,077 shares 696,077 $63.8M 1.16% +38,417 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: 217,540 shares; 2024Q4: 207,239 shares; 2025Q1: 215,595 shares; 2025Q2: 217,277 shares; 2025Q3: 204,312 shares; 2025Q4: 215,997 shares; 2026Q1: 220,888 shares 220,888 $63.5M 1.15% +4,891 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,652,954 shares; 2026Q1: 1,738,328 shares 1,738,328 $62.9M 1.14% +85,374 Timeline DFAC 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: 1,603,354 shares; 2024Q4: 1,601,553 shares; 2025Q1: 1,599,936 shares; 2025Q2: 1,580,725 shares; 2025Q3: 1,563,677 shares; 2025Q4: 1,544,016 shares; 2026Q1: 1,536,303 shares 1,536,303 $59.7M 1.08% -7,713 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: not reported; 2024Q4: 99,051 shares; 2025Q1: 101,199 shares; 2025Q2: 91,325 shares; 2025Q3: 89,050 shares; 2025Q4: 87,926 shares; 2026Q1: 90,430 shares 90,430 $58.8M 1.07% +2,504 Timeline BBUS 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: 366,095 shares; 2024Q4: 397,598 shares; 2025Q1: 400,462 shares; 2025Q2: 402,511 shares; 2025Q3: 414,025 shares; 2025Q4: 432,960 shares; 2026Q1: 449,861 shares 449,861 $52.7M 0.96% +16,901 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807,754 shares; 2024Q4: 811,440 shares; 2025Q1: 811,013 shares; 2025Q2: 809,289 shares; 2025Q3: 808,657 shares; 2025Q4: 804,327 shares; 2026Q1: 803,983 shares 803,983 $52.3M 0.95% -344 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: 60,709 shares; 2024Q4: 66,225 shares; 2025Q1: 59,412 shares; 2025Q2: 57,260 shares; 2025Q3: 74,074 shares; 2025Q4: 139,038 shares; 2026Q1: 121,093 shares 121,093 $52.1M 0.95% -17,945 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: 104,849 shares; 2024Q4: 152,491 shares; 2025Q1: 152,258 shares; 2025Q2: 153,695 shares; 2025Q3: 159,380 shares; 2025Q4: 153,175 shares; 2026Q1: 150,671 shares 150,671 $46.6M 0.85% -2,504 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: 58,897 shares; 2024Q4: 71,828 shares; 2025Q1: 80,161 shares; 2025Q2: 74,906 shares; 2025Q3: 90,239 shares; 2025Q4: 97,191 shares; 2026Q1: 104,014 shares 104,014 $45.4M 0.82% +6,823 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: 73,867 shares; 2024Q4: 70,399 shares; 2025Q1: 70,706 shares; 2025Q2: 69,616 shares; 2025Q3: 71,664 shares; 2025Q4: 74,876 shares; 2026Q1: 74,279 shares 74,279 $42.5M 0.77% -597 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: 65,950 shares; 2024Q4: 74,782 shares; 2025Q1: 102,625 shares; 2025Q2: 118,545 shares; 2025Q3: 148,338 shares; 2025Q4: 209,252 shares; 2026Q1: 200,292 shares 200,292 $42.3M 0.77% -8,960 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,460 shares; 2024Q4: 188,192 shares; 2025Q1: 239,544 shares; 2025Q2: 279,996 shares; 2025Q3: 340,752 shares; 2025Q4: 344,356 shares; 2026Q1: 405,710 shares 405,710 $40.8M 0.74% +61,354 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: 84,940 shares; 2024Q4: 82,499 shares; 2025Q1: 81,628 shares; 2025Q2: 90,462 shares; 2025Q3: 99,900 shares; 2025Q4: 105,022 shares; 2026Q1: 105,912 shares 105,912 $39.4M 0.71% +890 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: 119,625 shares; 2024Q4: 126,863 shares; 2025Q1: 125,469 shares; 2025Q2: 123,591 shares; 2025Q3: 131,018 shares; 2025Q4: 132,194 shares; 2026Q1: 132,493 shares 132,493 $39M 0.71% +299 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,982 shares; 2024Q4: 727,018 shares; 2025Q1: 772,727 shares; 2025Q2: 836,497 shares; 2025Q3: 931,446 shares; 2025Q4: 955,311 shares; 2026Q1: 999,431 shares 999,431 $38.9M 0.71% +44,120 Timeline GRID 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: 10,771 shares; 2024Q4: 28,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: 245,918 shares; 2026Q1: 228,834 shares 228,834 $37.4M 0.68% -17,084 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: 126,253 shares; 2024Q4: 126,262 shares; 2025Q1: 125,707 shares; 2025Q2: 125,375 shares; 2025Q3: 126,174 shares; 2025Q4: 127,077 shares; 2026Q1: 123,062 shares 123,062 $37.2M 0.68% -4,015 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,405 shares; 2024Q4: 119,520 shares; 2025Q1: 115,893 shares; 2025Q2: 117,674 shares; 2025Q3: 119,194 shares; 2025Q4: 134,863 shares; 2026Q1: 110,148 shares 110,148 $35.3M 0.64% -24,715 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: 245,532 shares; 2024Q4: 553,007 shares; 2025Q1: 560,478 shares; 2025Q2: 554,651 shares; 2025Q3: 580,392 shares; 2025Q4: 1,363,505 shares; 2026Q1: 1,414,506 shares 1,414,506 $35M 0.64% +51,001 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: 38,548 shares; 2024Q4: 36,968 shares; 2025Q1: 36,548 shares; 2025Q2: 36,391 shares; 2025Q3: 37,419 shares; 2025Q4: 36,946 shares; 2026Q1: 37,781 shares 37,781 $34.8M 0.63% +835 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: 100,199 shares; 2024Q4: 108,367 shares; 2025Q1: 105,138 shares; 2025Q2: 106,822 shares; 2025Q3: 106,712 shares; 2025Q4: 103,403 shares; 2026Q1: 103,380 shares 103,380 $34M 0.62% -23 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,427 shares; 2024Q4: 347,265 shares; 2025Q1: 370,445 shares; 2025Q2: 358,184 shares; 2025Q3: 544,652 shares; 2025Q4: 658,848 shares; 2026Q1: 577,845 shares 577,845 $33.6M 0.61% -81,003 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: 290,710 shares; 2024Q4: 247,246 shares; 2025Q1: 267,680 shares; 2025Q2: 294,142 shares; 2025Q3: 272,387 shares; 2025Q4: 286,661 shares; 2026Q1: 337,233 shares 337,233 $33.5M 0.61% +50,572 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: 958,181 shares; 2024Q4: 890,116 shares; 2025Q1: 660,001 shares; 2025Q2: 583,888 shares; 2025Q3: 582,778 shares; 2025Q4: 633,426 shares; 2026Q1: 679,198 shares 679,198 $31.4M 0.57% +45,772 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: 175,272 shares; 2024Q4: 739,045 shares; 2025Q1: 1,064,994 shares; 2025Q2: 1,210,748 shares; 2025Q3: 1,189,278 shares; 2025Q4: 1,157,789 shares; 2026Q1: 1,205,151 shares 1,205,151 $30.9M 0.56% +47,362 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: 233,665 shares; 2024Q4: 272,954 shares; 2025Q1: 340,342 shares; 2025Q2: 331,454 shares; 2025Q3: 384,064 shares; 2025Q4: 410,366 shares; 2026Q1: 342,473 shares 342,473 $30.2M 0.55% -67,893 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: 57,248 shares; 2024Q4: 57,068 shares; 2025Q1: 54,905 shares; 2025Q2: 56,330 shares; 2025Q3: 59,565 shares; 2025Q4: 62,689 shares; 2026Q1: 62,458 shares 62,458 $29.9M 0.54% -231 Timeline PHO 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: 3,066 shares; 2024Q4: 3,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384,283 shares; 2026Q1: 427,217 shares 427,217 $28.6M 0.52% +42,934 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616,320 shares; 2024Q4: 691,617 shares; 2025Q1: 740,411 shares; 2025Q2: 754,682 shares; 2025Q3: 788,120 shares; 2025Q4: 782,838 shares; 2026Q1: 817,064 shares 817,064 $27.7M 0.5% +34,226 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: 129,963 shares; 2024Q4: 145,705 shares; 2025Q1: 161,886 shares; 2025Q2: 155,879 shares; 2025Q3: 182,345 shares; 2025Q4: 132,152 shares; 2026Q1: 134,275 shares 134,275 $25.8M 0.47% +2,123 Timeline BBIN 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: 292,996 shares; 2024Q4: 364,394 shares; 2025Q1: 428,037 shares; 2025Q2: 445,104 shares; 2025Q3: 465,909 shares; 2025Q4: 465,267 shares; 2026Q1: 340,401 shares 340,401 $24.9M 0.45% -124,866 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: 169,882 shares; 2024Q4: 707,827 shares; 2025Q1: 767,177 shares; 2025Q2: 797,307 shares; 2025Q3: 852,869 shares; 2025Q4: 851,043 shares; 2026Q1: 850,062 shares 850,062 $24.8M 0.45% -981 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: 233,817 shares; 2024Q4: 270,545 shares; 2025Q1: 216,917 shares; 2025Q2: 319,091 shares; 2025Q3: 364,758 shares; 2025Q4: 347,857 shares; 2026Q1: 332,334 shares 332,334 $24.7M 0.45% -15,523 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: 93,865 shares; 2024Q4: 111,297 shares; 2025Q1: 106,220 shares; 2025Q2: 107,203 shares; 2025Q3: 111,108 shares; 2025Q4: 111,829 shares; 2026Q1: 110,052 shares 110,052 $23.9M 0.43% -1,777 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,836 shares; 2024Q4: 156,306 shares; 2025Q1: 421,247 shares; 2025Q2: 444,661 shares; 2025Q3: 467,291 shares; 2025Q4: 489,024 shares; 2026Q1: 521,481 shares 521,481 $23.8M 0.43% +32,457 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: 139,055 shares; 2024Q4: 135,734 shares; 2025Q1: 129,963 shares; 2025Q2: 115,805 shares; 2025Q3: 128,067 shares; 2025Q4: 138,546 shares; 2026Q1: 139,474 shares 139,474 $23.7M 0.43% +928 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: 169,946 shares; 2024Q4: 188,447 shares; 2025Q1: 190,707 shares; 2025Q2: 192,958 shares; 2025Q3: 193,542 shares; 2025Q4: 196,087 shares; 2026Q1: 188,732 shares 188,732 $23.5M 0.43% -7,355 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: 311,551 shares; 2024Q4: 293,526 shares; 2025Q1: 279,873 shares; 2025Q2: 285,460 shares; 2025Q3: 319,434 shares; 2025Q4: 337,741 shares; 2026Q1: 349,879 shares 349,879 $22.4M 0.41% +12,138 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: 41,270 shares; 2024Q4: 41,708 shares; 2025Q1: 41,796 shares; 2025Q2: 42,978 shares; 2025Q3: 44,020 shares; 2025Q4: 44,220 shares; 2026Q1: 44,138 shares 44,138 $22.1M 0.4% -82 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: 230,151 shares; 2024Q4: 244,092 shares; 2025Q1: 224,137 shares; 2025Q2: 195,936 shares; 2025Q3: 186,618 shares; 2025Q4: 194,448 shares; 2026Q1: 204,335 shares 204,335 $21.7M 0.39% +9,887 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: 19,719 shares; 2024Q4: 20,896 shares; 2025Q1: 21,712 shares; 2025Q2: 22,003 shares; 2025Q3: 22,928 shares; 2025Q4: 22,202 shares; 2026Q1: 21,737 shares 21,737 $21.7M 0.39% -465 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: 212,530 shares; 2024Q4: 221,109 shares; 2025Q1: 193,431 shares; 2025Q2: 203,717 shares; 2025Q3: 215,415 shares; 2025Q4: 223,339 shares; 2026Q1: 238,357 shares 238,357 $21.6M 0.39% +15,018 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: 127,789 shares; 2024Q4: 126,404 shares; 2025Q1: 113,520 shares; 2025Q2: 114,246 shares; 2025Q3: 116,422 shares; 2025Q4: 118,705 shares; 2026Q1: 117,791 shares 117,791 $21.4M 0.39% -914 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: 92,464 shares; 2024Q4: 89,056 shares; 2025Q1: 86,113 shares; 2025Q2: 71,574 shares; 2025Q3: 73,580 shares; 2025Q4: 87,721 shares; 2026Q1: 87,088 shares 87,088 $21.3M 0.39% -633 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: 55,047 shares; 2024Q4: 50,844 shares; 2025Q1: 55,543 shares; 2025Q2: 60,168 shares; 2025Q3: 57,211 shares; 2025Q4: 58,962 shares; 2026Q1: 59,203 shares 59,203 $21.1M 0.38% +241 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 25,749 shares; 2025Q1: 71,203 shares; 2025Q2: 83,168 shares; 2025Q3: 106,328 shares; 2025Q4: 173,674 shares; 2026Q1: 187,566 shares 187,566 $21M 0.38% +13,892 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: 17,908 shares; 2024Q4: 19,330 shares; 2025Q1: 22,287 shares; 2025Q2: 28,264 shares; 2025Q3: 29,115 shares; 2025Q4: 29,021 shares; 2026Q1: 29,475 shares 29,475 $20.6M 0.37% +454 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: 55,655 shares; 2024Q4: 55,332 shares; 2025Q1: 55,264 shares; 2025Q2: 55,380 shares; 2025Q3: 55,517 shares; 2025Q4: 55,256 shares; 2026Q1: 46,271 shares 46,271 $20.2M 0.37% -8,985 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: 54,763 shares; 2024Q4: 55,443 shares; 2025Q1: 57,594 shares; 2025Q2: 58,599 shares; 2025Q3: 60,050 shares; 2025Q4: 60,773 shares; 2026Q1: 66,349 shares 66,349 $20.1M 0.36% +5,576 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: 217,465 shares; 2024Q4: 228,187 shares; 2025Q1: 227,122 shares; 2025Q2: 247,045 shares; 2025Q3: 256,138 shares; 2025Q4: 271,127 shares; 2026Q1: 283,869 shares 283,869 $19.8M 0.36% +12,742 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 613,500 shares 613,500 $19.7M 0.36% new 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: 153,166 shares; 2024Q4: 155,967 shares; 2025Q1: 235,753 shares; 2025Q2: 300,542 shares; 2025Q3: 329,176 shares; 2025Q4: 327,547 shares; 2026Q1: 387,222 shares 387,222 $19.3M 0.35% +59,675 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: 176,359 shares; 2024Q4: 570,803 shares; 2025Q1: 584,372 shares; 2025Q2: 580,077 shares; 2025Q3: 601,972 shares; 2025Q4: 613,657 shares; 2026Q1: 628,987 shares 628,987 $19.2M 0.35% +15,330 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: 56,520 shares; 2024Q4: 62,265 shares; 2025Q1: 60,858 shares; 2025Q2: 57,257 shares; 2025Q3: 59,949 shares; 2025Q4: 59,968 shares; 2026Q1: 60,430 shares 60,430 $18.8M 0.34% +462 Timeline DFAU 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: 399,121 shares; 2024Q4: 400,214 shares; 2025Q1: 398,347 shares; 2025Q2: 409,663 shares; 2025Q3: 399,499 shares; 2025Q4: 410,021 shares; 2026Q1: 409,434 shares 409,434 $18.5M 0.34% -587 Timeline AVDV 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: 144,693 shares; 2024Q4: 166,123 shares; 2025Q1: 166,940 shares; 2025Q2: 169,616 shares; 2025Q3: 177,687 shares; 2025Q4: 179,585 shares; 2026Q1: 181,821 shares 181,821 $18.2M 0.33% +2,236 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: 138,027 shares; 2024Q4: 139,464 shares; 2025Q1: 138,633 shares; 2025Q2: 137,519 shares; 2025Q3: 174,556 shares; 2025Q4: 149,110 shares; 2026Q1: 144,154 shares 144,154 $17.9M 0.33% -4,956 Timeline DFSV 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: 316,062 shares; 2024Q4: 370,907 shares; 2025Q1: 388,184 shares; 2025Q2: 423,964 shares; 2025Q3: 440,885 shares; 2025Q4: 457,656 shares; 2026Q1: 487,996 shares 487,996 $17.1M 0.31% +30,340 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: 11,269 shares; 2024Q4: 11,943 shares; 2025Q1: 12,266 shares; 2025Q2: 15,266 shares; 2025Q3: 16,247 shares; 2025Q4: 167,662 shares; 2026Q1: 174,819 shares 174,819 $16.8M 0.31% +7,157 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: 472,501 shares; 2024Q4: 447,544 shares; 2025Q1: 328,480 shares; 2025Q2: 302,236 shares; 2025Q3: 288,668 shares; 2025Q4: 278,467 shares; 2026Q1: 241,522 shares 241,522 $16.3M 0.3% -36,945 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: 142,009 shares; 2024Q4: 171,827 shares; 2025Q1: 166,562 shares; 2025Q2: 164,818 shares; 2025Q3: 168,554 shares; 2025Q4: 170,605 shares; 2026Q1: 190,363 shares 190,363 $15.3M 0.28% +19,758 Timeline SHLD 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: 49,270 shares; 2025Q3: 72,855 shares; 2025Q4: 107,980 shares; 2026Q1: 213,813 shares 213,813 $15.1M 0.27% +105,833 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: 79,096 shares; 2024Q4: 85,687 shares; 2025Q1: 74,978 shares; 2025Q2: 61,573 shares; 2025Q3: 73,448 shares; 2025Q4: 72,961 shares; 2026Q1: 72,115 shares 72,115 $14.9M 0.27% -846 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: 55,181 shares; 2024Q4: 62,293 shares; 2025Q1: 63,909 shares; 2025Q2: 200,339 shares; 2025Q3: 250,207 shares; 2025Q4: 281,529 shares; 2026Q1: 310,454 shares 310,454 $14.9M 0.27% +28,925 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,566 shares; 2025Q2: 79,146 shares; 2025Q3: 83,658 shares; 2025Q4: 84,389 shares; 2026Q1: 592,917 shares 592,917 $14.8M 0.27% +508,528 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,876 shares; 2025Q2: 224,115 shares; 2025Q3: 312,160 shares; 2025Q4: 370,715 shares; 2026Q1: 400,709 shares 400,709 $14.5M 0.26% +29,994 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: 54,249 shares; 2024Q4: 58,985 shares; 2025Q1: 59,549 shares; 2025Q2: 68,728 shares; 2025Q3: 72,890 shares; 2025Q4: 74,550 shares; 2026Q1: 73,921 shares 73,921 $14.5M 0.26% -629 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: 17,290 shares; 2024Q4: 19,077 shares; 2025Q1: 128,751 shares; 2025Q2: 213,135 shares; 2025Q3: 303,407 shares; 2025Q4: 409,339 shares; 2026Q1: 307,267 shares 307,267 $14.4M 0.26% -102,072 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: 123,379 shares; 2024Q4: 111,022 shares; 2025Q1: 110,311 shares; 2025Q2: 109,505 shares; 2025Q3: 99,469 shares; 2025Q4: 113,028 shares; 2026Q1: 98,181 shares 98,181 $14.4M 0.26% -14,847 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,012 shares; 2024Q4: 80,826 shares; 2025Q1: 227,969 shares; 2025Q2: 244,027 shares; 2025Q3: 268,947 shares; 2025Q4: 284,415 shares; 2026Q1: 303,323 shares 303,323 $14.2M 0.26% +18,908 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: 154,665 shares; 2024Q4: 147,408 shares; 2025Q1: 137,818 shares; 2025Q2: 140,595 shares; 2025Q3: 144,251 shares; 2025Q4: 144,452 shares; 2026Q1: 146,203 shares 146,203 $14.2M 0.26% +1,751 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813,179 shares; 2024Q4: 856,778 shares; 2025Q1: 629,415 shares; 2025Q2: 625,657 shares; 2025Q3: 640,409 shares; 2025Q4: 660,168 shares; 2026Q1: 619,790 shares 619,790 $14.2M 0.26% -40,378 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,311 shares; 2024Q4: 114,355 shares; 2025Q1: 112,943 shares; 2025Q2: 123,322 shares; 2025Q3: 72,893 shares; 2025Q4: 72,855 shares; 2026Q1: 95,102 shares 95,102 $13.9M 0.25% +22,247 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: 72,032 shares; 2024Q4: 73,277 shares; 2025Q1: 66,500 shares; 2025Q2: 66,822 shares; 2025Q3: 75,193 shares; 2025Q4: 75,092 shares; 2026Q1: 69,294 shares 69,294 $13.4M 0.24% -5,798 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: 30,001 shares; 2024Q4: 29,902 shares; 2025Q1: 29,399 shares; 2025Q2: 27,728 shares; 2025Q3: 27,435 shares; 2025Q4: 27,049 shares; 2026Q1: 26,803 shares 26,803 $13.2M 0.24% -246 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: 64,955 shares; 2024Q4: 66,288 shares; 2025Q1: 64,602 shares; 2025Q2: 65,364 shares; 2025Q3: 65,522 shares; 2025Q4: 64,678 shares; 2026Q1: 60,841 shares 60,841 $13.1M 0.24% -3,837 Timeline SPTL 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: 184,616 shares; 2024Q4: 200,388 shares; 2025Q1: 367,137 shares; 2025Q2: 466,948 shares; 2025Q3: 597,411 shares; 2025Q4: 518,601 shares; 2026Q1: 494,725 shares 494,725 $13M 0.24% -23,876 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: 34,937 shares; 2024Q4: 94,876 shares; 2025Q1: 105,436 shares; 2025Q2: 106,120 shares; 2025Q3: 124,412 shares; 2025Q4: 134,905 shares; 2026Q1: 133,154 shares 133,154 $12.9M 0.24% -1,751 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,010 shares; 2024Q4: 42,308 shares; 2025Q1: 42,377 shares; 2025Q2: 46,235 shares; 2025Q3: 47,678 shares; 2025Q4: 46,287 shares; 2026Q1: 43,224 shares 43,224 $12.8M 0.23% -3,063 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: 101,038 shares; 2024Q4: 104,980 shares; 2025Q1: 104,359 shares; 2025Q2: 105,043 shares; 2025Q3: 103,496 shares; 2025Q4: 102,847 shares; 2026Q1: 110,975 shares 110,975 $12.6M 0.23% +8,128 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: 77,720 shares; 2024Q4: 77,510 shares; 2025Q1: 76,968 shares; 2025Q2: 76,268 shares; 2025Q3: 75,061 shares; 2025Q4: 75,167 shares; 2026Q1: 75,488 shares 75,488 $12.5M 0.23% +321 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,162 shares; 2024Q4: 35,410 shares; 2025Q1: 35,612 shares; 2025Q2: 37,112 shares; 2025Q3: 40,110 shares; 2025Q4: 39,469 shares; 2026Q1: 42,093 shares 42,093 $12.3M 0.22% +2,624 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,496 shares; 2025Q4: 238,044 shares; 2026Q1: 246,089 shares 246,089 $12.3M 0.22% +8,045 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,993 shares; 2024Q4: 101,335 shares; 2025Q1: 156,885 shares; 2025Q2: 175,032 shares; 2025Q3: 223,018 shares; 2025Q4: 243,326 shares; 2026Q1: 259,155 shares 259,155 $11.9M 0.22% +15,829 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 14,806 shares; 2025Q1: 52,672 shares; 2025Q2: 52,294 shares; 2025Q3: 52,690 shares; 2025Q4: 52,109 shares; 2026Q1: 126,880 shares 126,880 $11.9M 0.22% +74,771 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: 15,915 shares; 2024Q4: 20,707 shares; 2025Q1: 15,544 shares; 2025Q2: 15,695 shares; 2025Q3: 17,850 shares; 2025Q4: 19,040 shares; 2026Q1: 19,654 shares 19,654 $11.9M 0.22% +614 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: 193,307 shares; 2024Q4: 197,187 shares; 2025Q1: 146,488 shares; 2025Q2: 134,479 shares; 2025Q3: 146,457 shares; 2025Q4: 147,839 shares; 2026Q1: 143,712 shares 143,712 $11.4M 0.21% -4,127 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,055 shares; 2025Q1: 1,090 shares; 2025Q2: 1,120 shares; 2025Q3: 1,318 shares; 2025Q4: 3,178 shares; 2026Q1: 11,527 shares 11,527 $11.3M 0.21% +8,349 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,344 shares; 2024Q4: 175,631 shares; 2025Q1: 112,861 shares; 2025Q2: 116,094 shares; 2025Q3: 117,031 shares; 2025Q4: 120,082 shares; 2026Q1: 118,052 shares 118,052 $11.2M 0.2% -2,030 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: 107,444 shares; 2024Q4: 135,804 shares; 2025Q1: 144,597 shares; 2025Q2: 171,093 shares; 2025Q3: 177,250 shares; 2025Q4: 173,084 shares; 2026Q1: 152,212 shares 152,212 $11.2M 0.2% -20,872 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: 46,895 shares; 2024Q4: 44,066 shares; 2025Q1: 54,711 shares; 2025Q2: 58,024 shares; 2025Q3: 56,764 shares; 2025Q4: 53,233 shares; 2026Q1: 54,566 shares 54,566 $11.1M 0.2% +1,333 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: 18,159 shares; 2024Q4: 18,674 shares; 2025Q1: 17,539 shares; 2025Q2: 17,108 shares; 2025Q3: 17,464 shares; 2025Q4: 18,482 shares; 2026Q1: 19,612 shares 19,612 $11M 0.2% +1,130 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: 251,896 shares; 2024Q4: 260,988 shares; 2025Q1: 253,140 shares; 2025Q2: 216,145 shares; 2025Q3: 224,072 shares; 2025Q4: 220,276 shares; 2026Q1: 220,528 shares 220,528 $11M 0.2% +252 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: 51,436 shares; 2024Q4: 66,729 shares; 2025Q1: 68,169 shares; 2025Q2: 69,959 shares; 2025Q3: 129,907 shares; 2025Q4: 115,757 shares; 2026Q1: 117,628 shares 117,628 $10.9M 0.2% +1,871 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,786 shares; 2024Q4: 305,936 shares; 2025Q1: 383,453 shares; 2025Q2: 392,712 shares; 2025Q3: 465,190 shares; 2025Q4: 480,921 shares; 2026Q1: 435,167 shares 435,167 $10.9M 0.2% -45,754 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: 39,488 shares; 2024Q4: 42,521 shares; 2025Q1: 43,577 shares; 2025Q2: 44,191 shares; 2025Q3: 43,759 shares; 2025Q4: 41,687 shares; 2026Q1: 41,627 shares 41,627 $10.9M 0.2% -60 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,236 shares; 2024Q4: 26,502 shares; 2025Q1: 29,224 shares; 2025Q2: 36,454 shares; 2025Q3: 39,716 shares; 2025Q4: 32,067 shares; 2026Q1: 31,855 shares 31,855 $10.8M 0.2% -212 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,131 shares; 2025Q2: 87,446 shares; 2025Q3: 179,206 shares; 2025Q4: 247,858 shares; 2026Q1: 262,700 shares 262,700 $10.7M 0.2% +14,842 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,172 shares; 2024Q4: 157,042 shares; 2025Q1: 157,450 shares; 2025Q2: 153,893 shares; 2025Q3: 153,218 shares; 2025Q4: 153,192 shares; 2026Q1: 112,719 shares 112,719 $10.6M 0.19% -40,473 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: 62,047 shares; 2024Q4: 68,098 shares; 2025Q1: 67,032 shares; 2025Q2: 67,749 shares; 2025Q3: 74,400 shares; 2025Q4: 66,983 shares; 2026Q1: 72,743 shares 72,743 $10.5M 0.19% +5,760 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: 153,965 shares; 2024Q4: 157,602 shares; 2025Q1: 154,164 shares; 2025Q2: 149,887 shares; 2025Q3: 161,222 shares; 2025Q4: 152,381 shares; 2026Q1: 132,620 shares 132,620 $10.3M 0.19% -19,761 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: 97,587 shares; 2024Q4: 96,314 shares; 2025Q1: 90,428 shares; 2025Q2: 88,257 shares; 2025Q3: 83,755 shares; 2025Q4: 148,373 shares; 2026Q1: 177,870 shares 177,870 $10.1M 0.18% +29,497 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,135 shares; 2024Q4: 270,018 shares; 2025Q1: 180,081 shares; 2025Q2: 178,819 shares; 2025Q3: 195,636 shares; 2025Q4: 204,407 shares; 2026Q1: 214,297 shares 214,297 $10.1M 0.18% +9,890 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: 192,452 shares; 2024Q4: 258,918 shares; 2025Q1: 255,429 shares; 2025Q2: 261,323 shares; 2025Q3: 196,207 shares; 2025Q4: 200,907 shares; 2026Q1: 206,458 shares 206,458 $10.1M 0.18% +5,551 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: 61,507 shares; 2024Q4: 67,553 shares; 2025Q1: 75,453 shares; 2025Q2: 72,278 shares; 2025Q3: 60,607 shares; 2025Q4: 50,470 shares; 2026Q1: 52,437 shares 52,437 $10.1M 0.18% +1,967 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,373 shares; 2024Q4: 78,537 shares; 2025Q1: 68,510 shares; 2025Q2: 59,395 shares; 2025Q3: 75,566 shares; 2025Q4: 80,006 shares; 2026Q1: 86,905 shares 86,905 $9.86M 0.18% +6,899 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,995 shares; 2025Q1: 66,687 shares; 2025Q2: 57,986 shares; 2025Q3: 56,139 shares; 2025Q4: 56,571 shares; 2026Q1: 39,457 shares 39,457 $9.79M 0.18% -17,114 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: 119,686 shares; 2024Q4: 119,628 shares; 2025Q1: 125,695 shares; 2025Q2: 130,164 shares; 2025Q3: 138,255 shares; 2025Q4: 139,140 shares; 2026Q1: 127,399 shares 127,399 $9.69M 0.18% -11,741 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: 120,424 shares; 2024Q4: 137,820 shares; 2025Q1: 150,654 shares; 2025Q2: 143,136 shares; 2025Q3: 144,538 shares; 2025Q4: 175,538 shares; 2026Q1: 191,079 shares 191,079 $9.67M 0.18% +15,541 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,846 shares; 2024Q4: 123,645 shares; 2025Q1: 141,720 shares; 2025Q2: 157,655 shares; 2025Q3: 185,759 shares; 2025Q4: 208,013 shares; 2026Q1: 186,048 shares 186,048 $9.66M 0.18% -21,965 Timeline AVDE 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: 101,510 shares; 2024Q4: 104,954 shares; 2025Q1: 104,569 shares; 2025Q2: 114,952 shares; 2025Q3: 114,165 shares; 2025Q4: 114,353 shares; 2026Q1: 113,830 shares 113,830 $9.66M 0.18% -523 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: 80,697 shares; 2024Q4: 75,726 shares; 2025Q1: 68,071 shares; 2025Q2: 61,408 shares; 2025Q3: 75,489 shares; 2025Q4: 79,128 shares; 2026Q1: 80,209 shares 80,209 $9.65M 0.18% +1,081 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,538 shares; 2024Q4: 203,149 shares; 2025Q1: 171,073 shares; 2025Q2: 168,986 shares; 2025Q3: 160,793 shares; 2025Q4: 154,824 shares; 2026Q1: 156,302 shares 156,302 $9.58M 0.17% +1,478 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: 16,646 shares; 2024Q4: 16,552 shares; 2025Q1: 16,463 shares; 2025Q2: 19,037 shares; 2025Q3: 20,332 shares; 2025Q4: 22,734 shares; 2026Q1: 22,315 shares 22,315 $9.52M 0.17% -419 Timeline AVES 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: 136,016 shares; 2024Q4: 139,895 shares; 2025Q1: 127,888 shares; 2025Q2: 139,653 shares; 2025Q3: 151,015 shares; 2025Q4: 153,651 shares; 2026Q1: 157,760 shares 157,760 $9.46M 0.17% +4,109 Timeline PRF 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: 187,259 shares; 2024Q4: 184,355 shares; 2025Q1: 182,789 shares; 2025Q2: 182,767 shares; 2025Q3: 193,697 shares; 2025Q4: 190,629 shares; 2026Q1: 196,759 shares 196,759 $9.35M 0.17% +6,130 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,017 shares 121,017 $9.17M 0.17% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,811 shares; 2025Q1: 41,866 shares; 2025Q2: 42,589 shares; 2025Q3: 45,021 shares; 2025Q4: 44,366 shares; 2026Q1: 42,887 shares 42,887 $9.16M 0.17% -1,479 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: 127,593 shares; 2024Q4: 151,015 shares; 2025Q1: 154,691 shares; 2025Q2: 156,204 shares; 2025Q3: 165,693 shares; 2025Q4: 172,730 shares; 2026Q1: 195,442 shares 195,442 $9.13M 0.17% +22,712 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,142 shares; 2024Q4: 126,529 shares; 2025Q1: 113,921 shares; 2025Q2: 103,910 shares; 2025Q3: 97,431 shares; 2025Q4: 111,619 shares; 2026Q1: 103,931 shares 103,931 $9.01M 0.16% -7,688 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: 45,054 shares; 2024Q4: 24,640 shares; 2025Q1: 73,977 shares; 2025Q2: 54,423 shares; 2025Q3: 108,797 shares; 2025Q4: 52,480 shares; 2026Q1: 195,974 shares 195,974 $8.99M 0.16% +143,494 Timeline HYMB 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: 135,116 shares; 2024Q4: 110,502 shares; 2025Q1: 108,840 shares; 2025Q2: 371,434 shares; 2025Q3: 422,675 shares; 2025Q4: 405,095 shares; 2026Q1: 362,279 shares 362,279 $8.98M 0.16% -42,816 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: 107,255 shares; 2024Q4: 110,370 shares; 2025Q1: 116,792 shares; 2025Q2: 120,364 shares; 2025Q3: 118,479 shares; 2025Q4: 115,723 shares; 2026Q1: 116,912 shares 116,912 $8.78M 0.16% +1,189 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: 159,616 shares; 2024Q4: 166,360 shares; 2025Q1: 160,858 shares; 2025Q2: 161,517 shares; 2025Q3: 165,106 shares; 2025Q4: 167,308 shares; 2026Q1: 173,822 shares 173,822 $8.73M 0.16% +6,514 Timeline AVUS 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: 82,878 shares; 2024Q4: 82,291 shares; 2025Q1: 84,081 shares; 2025Q2: 81,585 shares; 2025Q3: 79,537 shares; 2025Q4: 78,165 shares; 2026Q1: 77,113 shares 77,113 $8.57M 0.16% -1,052 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: 21,547 shares; 2024Q4: 23,166 shares; 2025Q1: 25,189 shares; 2025Q2: 27,471 shares; 2025Q3: 54,531 shares; 2025Q4: 33,983 shares; 2026Q1: 34,204 shares 34,204 $8.57M 0.16% +221 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: 27,964 shares; 2024Q4: 57,026 shares; 2025Q1: 43,096 shares; 2025Q2: 39,584 shares; 2025Q3: 38,611 shares; 2025Q4: 73,239 shares; 2026Q1: 135,579 shares 135,579 $8.31M 0.15% +62,340 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: 78,296 shares; 2024Q4: 70,842 shares; 2025Q1: 68,120 shares; 2025Q2: 64,064 shares; 2025Q3: 66,580 shares; 2025Q4: 70,067 shares; 2026Q1: 75,645 shares 75,645 $8.24M 0.15% +5,578 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: 50,760 shares; 2024Q4: 67,302 shares; 2025Q1: 72,256 shares; 2025Q2: 61,393 shares; 2025Q3: 65,848 shares; 2025Q4: 63,557 shares; 2026Q1: 73,917 shares 73,917 $8.17M 0.15% +10,360 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: 23,151 shares; 2024Q4: 24,619 shares; 2025Q1: 24,579 shares; 2025Q2: 24,806 shares; 2025Q3: 24,449 shares; 2025Q4: 23,395 shares; 2026Q1: 23,467 shares 23,467 $8.02M 0.15% +72 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: 8,887 shares; 2024Q4: 12,103 shares; 2025Q1: 9,828 shares; 2025Q2: 9,244 shares; 2025Q3: 9,094 shares; 2025Q4: 9,498 shares; 2026Q1: 9,462 shares 9,462 $8M 0.15% -36 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: 169,510 shares; 2024Q4: 205,422 shares; 2025Q1: 170,221 shares; 2025Q2: 94,574 shares; 2025Q3: 99,320 shares; 2025Q4: 91,069 shares; 2026Q1: 100,736 shares 100,736 $7.92M 0.14% +9,667 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 158,885 shares; 2026Q1: 147,752 shares 147,752 $7.81M 0.14% -11,133 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: 86,675 shares; 2024Q4: 81,922 shares; 2025Q1: 82,959 shares; 2025Q2: 81,997 shares; 2025Q3: 86,935 shares; 2025Q4: 85,795 shares; 2026Q1: 80,890 shares 80,890 $7.8M 0.14% -4,905 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: 115,890 shares; 2024Q4: 208,411 shares; 2025Q1: 257,368 shares; 2025Q2: 283,754 shares; 2025Q3: 282,860 shares; 2025Q4: 309,362 shares; 2026Q1: 302,774 shares 302,774 $7.76M 0.14% -6,588 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,245 shares; 2025Q1: 42,840 shares; 2025Q2: 103,610 shares; 2025Q3: 153,407 shares; 2025Q4: 156,236 shares; 2026Q1: 153,858 shares 153,858 $7.69M 0.14% -2,378 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,628 shares; 2024Q4: 42,045 shares; 2025Q1: 42,089 shares; 2025Q2: 43,938 shares; 2025Q3: 82,664 shares; 2025Q4: 86,843 shares; 2026Q1: 89,962 shares 89,962 $7.62M 0.14% +3,119 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: 126,354 shares; 2024Q4: 128,182 shares; 2025Q1: 132,696 shares; 2025Q2: 136,975 shares; 2025Q3: 145,300 shares; 2025Q4: 134,531 shares; 2026Q1: 140,875 shares 140,875 $7.61M 0.14% +6,344 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: 81,726 shares; 2024Q4: 96,189 shares; 2025Q1: 97,309 shares; 2025Q2: 95,259 shares; 2025Q3: 96,325 shares; 2025Q4: 97,022 shares; 2026Q1: 90,558 shares 90,558 $7.57M 0.14% -6,464 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,587 shares; 2025Q4: 145,986 shares; 2026Q1: 152,350 shares 152,350 $7.57M 0.14% +6,364 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: 61,038 shares; 2024Q4: 60,061 shares; 2025Q1: 49,494 shares; 2025Q2: 50,698 shares; 2025Q3: 50,455 shares; 2025Q4: 49,554 shares; 2026Q1: 48,663 shares 48,663 $7.55M 0.14% -891 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 65,613 shares; 2025Q1: 91,992 shares; 2025Q2: 92,538 shares; 2025Q3: 86,753 shares; 2025Q4: 88,882 shares; 2026Q1: 148,925 shares 148,925 $7.37M 0.13% +60,043 Timeline DFIV 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: 91,850 shares; 2024Q4: 109,819 shares; 2025Q1: 120,625 shares; 2025Q2: 127,480 shares; 2025Q3: 131,243 shares; 2025Q4: 138,263 shares; 2026Q1: 139,250 shares 139,250 $7.35M 0.13% +987 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,220 shares; 2024Q4: 164,055 shares; 2025Q1: 144,798 shares; 2025Q2: 140,018 shares; 2025Q3: 141,006 shares; 2025Q4: 142,847 shares; 2026Q1: 144,795 shares 144,795 $7.33M 0.13% +1,948 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: 22,659 shares; 2024Q4: 20,540 shares; 2025Q1: 15,719 shares; 2025Q2: 16,635 shares; 2025Q3: 10,621 shares; 2025Q4: 11,017 shares; 2026Q1: 10,318 shares 10,318 $7.31M 0.13% -699 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: 3,596 shares; 2024Q4: 4,670 shares; 2025Q1: 4,155 shares; 2025Q2: 4,552 shares; 2025Q3: 6,395 shares; 2025Q4: 7,207 shares; 2026Q1: 8,354 shares 8,354 $7.29M 0.13% +1,147 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,566 shares; 2024Q4: 45,996 shares; 2025Q1: 51,092 shares; 2025Q2: 56,871 shares; 2025Q3: 65,372 shares; 2025Q4: 61,734 shares; 2026Q1: 72,702 shares 72,702 $7.28M 0.13% +10,968 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: 39,085 shares; 2024Q4: 36,391 shares; 2025Q1: 37,716 shares; 2025Q2: 37,536 shares; 2025Q3: 49,635 shares; 2025Q4: 51,776 shares; 2026Q1: 46,682 shares 46,682 $7.25M 0.13% -5,094 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 5,287 shares; 2025Q1: 5,221 shares; 2025Q2: 4,900 shares; 2025Q3: 4,905 shares; 2025Q4: 4,628 shares; 2026Q1: 4,871 shares 4,871 $7.17M 0.13% +243 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: 27,477 shares; 2024Q4: 46,862 shares; 2025Q1: 30,728 shares; 2025Q2: 31,401 shares; 2025Q3: 33,270 shares; 2025Q4: 42,610 shares; 2026Q1: 43,544 shares 43,544 $7.17M 0.13% +934 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: 58,028 shares; 2024Q4: 47,719 shares; 2025Q1: 46,830 shares; 2025Q2: 59,210 shares; 2025Q3: 66,926 shares; 2025Q4: 68,774 shares; 2026Q1: 68,258 shares 68,258 $7.06M 0.13% -516 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: 47,414 shares; 2024Q4: 47,537 shares; 2025Q1: 47,723 shares; 2025Q2: 45,054 shares; 2025Q3: 48,160 shares; 2025Q4: 47,294 shares; 2026Q1: 37,804 shares 37,804 $7.06M 0.13% -9,490 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,465 shares; 2024Q4: 80,499 shares; 2025Q1: 87,993 shares; 2025Q2: 79,076 shares; 2025Q3: 82,078 shares; 2025Q4: 84,598 shares; 2026Q1: 71,898 shares 71,898 $6.95M 0.13% -12,700 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: 63,224 shares; 2024Q4: 61,477 shares; 2025Q1: 60,535 shares; 2025Q2: 62,484 shares; 2025Q3: 61,869 shares; 2025Q4: 60,583 shares; 2026Q1: 59,473 shares 59,473 $6.84M 0.12% -1,110 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: 49,953 shares; 2024Q4: 49,283 shares; 2025Q1: 49,040 shares; 2025Q2: 49,597 shares; 2025Q3: 48,608 shares; 2025Q4: 46,762 shares; 2026Q1: 48,862 shares 48,862 $6.76M 0.12% +2,100 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,389 shares; 2024Q4: 27,398 shares; 2025Q1: 27,442 shares; 2025Q2: 27,459 shares; 2025Q3: 27,470 shares; 2025Q4: 27,640 shares; 2026Q1: 27,781 shares 27,781 $6.72M 0.12% +141 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: 157,390 shares; 2024Q4: 130,661 shares; 2025Q1: 114,816 shares; 2025Q2: 94,498 shares; 2025Q3: 92,357 shares; 2025Q4: 78,896 shares; 2026Q1: 81,353 shares 81,353 $6.72M 0.12% +2,457 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: 56,226 shares; 2024Q4: 63,803 shares; 2025Q1: 70,869 shares; 2025Q2: 70,442 shares; 2025Q3: 78,053 shares; 2025Q4: 81,406 shares; 2026Q1: 84,493 shares 84,493 $6.7M 0.12% +3,087 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: 26,844 shares; 2024Q4: 27,379 shares; 2025Q1: 27,346 shares; 2025Q2: 25,964 shares; 2025Q3: 25,352 shares; 2025Q4: 51,066 shares; 2026Q1: 50,221 shares 50,221 $6.67M 0.12% -845 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,756 shares; 2024Q4: 64,807 shares; 2025Q1: 59,867 shares; 2025Q2: 48,115 shares; 2025Q3: 51,029 shares; 2025Q4: 53,810 shares; 2026Q1: 54,922 shares 54,922 $6.66M 0.12% +1,112 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 15,221 shares; 2025Q1: 15,222 shares; 2025Q2: 15,222 shares; 2025Q3: 13,687 shares; 2025Q4: 13,688 shares; 2026Q1: 59,374 shares 59,374 $6.51M 0.12% +45,686 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 49,782 shares; 2025Q3: 61,627 shares; 2025Q4: 79,263 shares; 2026Q1: 83,696 shares 83,696 $6.33M 0.11% +4,433 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: 57,566 shares; 2024Q4: 71,759 shares; 2025Q1: 71,048 shares; 2025Q2: 71,193 shares; 2025Q3: 73,692 shares; 2025Q4: 73,448 shares; 2026Q1: 60,947 shares 60,947 $6.26M 0.11% -12,501 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: 19,768 shares; 2024Q4: 20,253 shares; 2025Q1: 20,790 shares; 2025Q2: 21,993 shares; 2025Q3: 21,786 shares; 2025Q4: 21,375 shares; 2026Q1: 21,420 shares 21,420 $6.15M 0.11% +45 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: 20,747 shares; 2024Q4: 21,960 shares; 2025Q1: 22,051 shares; 2025Q2: 21,715 shares; 2025Q3: 22,253 shares; 2025Q4: 25,212 shares; 2026Q1: 25,227 shares 25,227 $6.11M 0.11% +15 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,461 shares; 2024Q4: 34,996 shares; 2025Q1: 35,135 shares; 2025Q2: 24,627 shares; 2025Q3: 14,336 shares; 2025Q4: 15,072 shares; 2026Q1: 15,002 shares 15,002 $5.97M 0.11% -70 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 7,165 shares; 2025Q1: 7,148 shares; 2025Q2: 5,716 shares; 2025Q3: 6,701 shares; 2025Q4: 7,836 shares; 2026Q1: 7,680 shares 7,680 $5.93M 0.11% -156 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 18,944 shares; 2025Q1: 21,564 shares; 2025Q2: 21,869 shares; 2025Q3: 23,504 shares; 2025Q4: 23,107 shares; 2026Q1: 23,749 shares 23,749 $5.91M 0.11% +642 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: 23,075 shares; 2024Q4: 26,741 shares; 2025Q1: 27,318 shares; 2025Q2: 27,022 shares; 2025Q3: 28,494 shares; 2025Q4: 29,232 shares; 2026Q1: 32,023 shares 32,023 $5.9M 0.11% +2,791 Timeline JSCP 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: 42,435 shares; 2024Q4: 88,708 shares; 2025Q1: 109,645 shares; 2025Q2: 119,131 shares; 2025Q3: 114,120 shares; 2025Q4: 120,232 shares; 2026Q1: 124,446 shares 124,446 $5.89M 0.11% +4,214 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,996 shares; 2024Q4: 176,203 shares; 2025Q1: 199,668 shares; 2025Q2: 214,019 shares; 2025Q3: 228,479 shares; 2025Q4: 250,916 shares; 2026Q1: 252,770 shares 252,770 $5.85M 0.11% +1,854 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: 76,800 shares; 2024Q4: 79,558 shares; 2025Q1: 65,324 shares; 2025Q2: 66,943 shares; 2025Q3: 68,713 shares; 2025Q4: 69,387 shares; 2026Q1: 70,673 shares 70,673 $5.85M 0.11% +1,286 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: 19,552 shares; 2024Q4: 19,964 shares; 2025Q1: 19,465 shares; 2025Q2: 20,054 shares; 2025Q3: 22,492 shares; 2025Q4: 23,995 shares; 2026Q1: 25,412 shares 25,412 $5.84M 0.11% +1,417 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,711 shares; 2024Q4: 64,722 shares; 2025Q1: 60,093 shares; 2025Q2: 52,638 shares; 2025Q3: 48,511 shares; 2025Q4: 55,498 shares; 2026Q1: 60,820 shares 60,820 $5.8M 0.11% +5,322 Timeline JGRO 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: 30,842 shares; 2024Q4: 34,778 shares; 2025Q1: 50,004 shares; 2025Q2: 54,675 shares; 2025Q3: 67,298 shares; 2025Q4: 69,108 shares; 2026Q1: 68,523 shares 68,523 $5.79M 0.11% -585 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,804 shares 251,804 $5.79M 0.11% 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: 14,994 shares; 2024Q4: 15,169 shares; 2025Q1: 14,072 shares; 2025Q2: 13,499 shares; 2025Q3: 20,784 shares; 2025Q4: 22,021 shares; 2026Q1: 25,448 shares 25,448 $5.75M 0.1% +3,427 Timeline JAVA 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: 39,067 shares; 2024Q4: 51,182 shares; 2025Q1: 53,328 shares; 2025Q2: 60,011 shares; 2025Q3: 77,872 shares; 2025Q4: 81,198 shares; 2026Q1: 79,635 shares 79,635 $5.71M 0.1% -1,563 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: 14,653 shares; 2024Q4: 14,946 shares; 2025Q1: 15,172 shares; 2025Q2: 17,455 shares; 2025Q3: 38,372 shares; 2025Q4: 32,987 shares; 2026Q1: 35,998 shares 35,998 $5.66M 0.1% +3,011 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: 28,156 shares; 2024Q4: 52,771 shares; 2025Q1: 51,290 shares; 2025Q2: 53,682 shares; 2025Q3: 57,316 shares; 2025Q4: 59,456 shares; 2026Q1: 85,350 shares 85,350 $5.63M 0.1% +25,894 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: 4,261 shares; 2024Q4: 4,830 shares; 2025Q1: 5,248 shares; 2025Q2: 5,880 shares; 2025Q3: 6,683 shares; 2025Q4: 36,595 shares; 2026Q1: 53,730 shares 53,730 $5.62M 0.1% +17,135 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,316 shares; 2024Q4: 30,842 shares; 2025Q1: 31,151 shares; 2025Q2: 26,867 shares; 2025Q3: 31,989 shares; 2025Q4: 33,498 shares; 2026Q1: 38,600 shares 38,600 $5.61M 0.1% +5,102 Timeline PRFZ 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: 131,607 shares; 2024Q4: 136,234 shares; 2025Q1: 132,839 shares; 2025Q2: 125,549 shares; 2025Q3: 127,210 shares; 2025Q4: 122,868 shares; 2026Q1: 121,307 shares 121,307 $5.56M 0.1% -1,561 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: 62,252 shares; 2024Q4: 64,708 shares; 2025Q1: 63,692 shares; 2025Q2: 69,111 shares; 2025Q3: 68,285 shares; 2025Q4: 63,617 shares; 2026Q1: 59,940 shares 59,940 $5.56M 0.1% -3,677 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: 28,034 shares; 2024Q4: 28,583 shares; 2025Q1: 29,563 shares; 2025Q2: 28,202 shares; 2025Q3: 34,473 shares; 2025Q4: 33,102 shares; 2026Q1: 37,744 shares 37,744 $5.55M 0.1% +4,642 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: 12,909 shares; 2024Q4: 16,145 shares; 2025Q1: 15,355 shares; 2025Q2: 15,629 shares; 2025Q3: 16,337 shares; 2025Q4: 15,277 shares; 2026Q1: 15,776 shares 15,776 $5.55M 0.1% +499 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: 59,844 shares; 2024Q4: 186,613 shares; 2025Q1: 190,102 shares; 2025Q2: 180,071 shares; 2025Q3: 182,260 shares; 2025Q4: 169,768 shares; 2026Q1: 180,424 shares 180,424 $5.54M 0.1% +10,656 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: 41,381 shares; 2024Q4: 43,255 shares; 2025Q1: 39,419 shares; 2025Q2: 36,185 shares; 2025Q3: 37,925 shares; 2025Q4: 39,405 shares; 2026Q1: 39,037 shares 39,037 $5.52M 0.1% -368 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: 118,146 shares; 2024Q4: 137,806 shares; 2025Q1: 140,186 shares; 2025Q2: 141,572 shares; 2025Q3: 148,778 shares; 2025Q4: 153,314 shares; 2026Q1: 166,988 shares 166,988 $5.5M 0.1% +13,674 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: 14,569 shares; 2024Q4: 12,113 shares; 2025Q1: 27,600 shares; 2025Q2: 27,607 shares; 2025Q3: 28,681 shares; 2025Q4: 23,889 shares; 2026Q1: 26,650 shares 26,650 $5.5M 0.1% +2,761 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,133 shares; 2024Q4: 22,465 shares; 2025Q1: 22,362 shares; 2025Q2: 22,372 shares; 2025Q3: 24,482 shares; 2025Q4: 24,351 shares; 2026Q1: 24,409 shares 24,409 $5.48M 0.1% +58 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,135 shares; 2025Q1: 35,735 shares; 2025Q2: 34,171 shares; 2025Q3: 33,076 shares; 2025Q4: 44,191 shares; 2026Q1: 44,576 shares 44,576 $5.47M 0.1% +385 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,158 shares; 2025Q2: 179,898 shares; 2025Q3: 183,474 shares; 2025Q4: 195,744 shares; 2026Q1: 211,797 shares 211,797 $5.4M 0.1% +16,053 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: 15,405 shares; 2024Q4: 17,681 shares; 2025Q1: 17,919 shares; 2025Q2: 17,696 shares; 2025Q3: 18,624 shares; 2025Q4: 19,077 shares; 2026Q1: 20,967 shares 20,967 $5.4M 0.1% +1,890 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,041 shares; 2024Q4: 37,566 shares; 2025Q1: 38,560 shares; 2025Q2: 36,251 shares; 2025Q3: 38,085 shares; 2025Q4: 38,064 shares; 2026Q1: 38,551 shares 38,551 $5.37M 0.1% +487 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: 11,224 shares; 2024Q4: 16,813 shares; 2025Q1: 18,348 shares; 2025Q2: 17,695 shares; 2025Q3: 18,154 shares; 2025Q4: 20,893 shares; 2026Q1: 38,595 shares 38,595 $5.25M 0.1% +17,702 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,476 shares 127,476 $5.23M 0.1% new Timeline JEMA 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: 22,438 shares; 2024Q4: 54,554 shares; 2025Q1: 91,844 shares; 2025Q2: 94,656 shares; 2025Q3: 95,752 shares; 2025Q4: 88,166 shares; 2026Q1: 100,439 shares 100,439 $5.23M 0.09% +12,273 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,180 shares; 2024Q4: 55,107 shares; 2025Q1: 46,215 shares; 2025Q2: 43,072 shares; 2025Q3: 42,181 shares; 2025Q4: 42,736 shares; 2026Q1: 40,363 shares 40,363 $5.2M 0.09% -2,373 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: 48,968 shares; 2024Q4: 52,091 shares; 2025Q1: 58,418 shares; 2025Q2: 64,687 shares; 2025Q3: 64,647 shares; 2025Q4: 64,296 shares; 2026Q1: 67,610 shares 67,610 $5.17M 0.09% +3,314 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: 49,421 shares; 2024Q4: 49,857 shares; 2025Q1: 49,312 shares; 2025Q2: 50,607 shares; 2025Q3: 51,316 shares; 2025Q4: 51,119 shares; 2026Q1: 50,360 shares 50,360 $5.15M 0.09% -759 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: 11,189 shares; 2024Q4: 15,000 shares; 2025Q1: 15,939 shares; 2025Q2: 15,128 shares; 2025Q3: 16,167 shares; 2025Q4: 15,774 shares; 2026Q1: 16,917 shares 16,917 $5.11M 0.09% +1,143 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: 13,792 shares; 2024Q4: 15,014 shares; 2025Q1: 14,658 shares; 2025Q2: 15,135 shares; 2025Q3: 18,044 shares; 2025Q4: 18,886 shares; 2026Q1: 17,809 shares 17,809 $5.05M 0.09% -1,077 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,986 shares 100,986 $5.03M 0.09% new 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: 18,361 shares; 2024Q4: 25,689 shares; 2025Q1: 24,967 shares; 2025Q2: 30,996 shares; 2025Q3: 41,613 shares; 2025Q4: 45,682 shares; 2026Q1: 46,946 shares 46,946 $5M 0.09% +1,264 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: 25,297 shares; 2024Q4: 31,378 shares; 2025Q1: 33,589 shares; 2025Q2: 38,841 shares; 2025Q3: 70,142 shares; 2025Q4: 123,898 shares; 2026Q1: 129,810 shares 129,810 $4.99M 0.09% +5,912 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: 22,675 shares; 2024Q4: 23,960 shares; 2025Q1: 23,976 shares; 2025Q2: 23,383 shares; 2025Q3: 22,983 shares; 2025Q4: 22,812 shares; 2026Q1: 22,782 shares 22,782 $4.95M 0.09% -30 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,886 shares; 2024Q4: 68,450 shares; 2025Q1: 58,597 shares; 2025Q2: 80,658 shares; 2025Q3: 82,112 shares; 2025Q4: 91,377 shares; 2026Q1: 87,135 shares 87,135 $4.94M 0.09% -4,242 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: 113,619 shares; 2024Q4: 103,286 shares; 2025Q1: 92,046 shares; 2025Q2: 71,619 shares; 2025Q3: 64,151 shares; 2025Q4: 90,282 shares; 2026Q1: 84,219 shares 84,219 $4.93M 0.09% -6,063 Timeline AVEM 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: 48,419 shares; 2024Q4: 54,502 shares; 2025Q1: 54,112 shares; 2025Q2: 58,202 shares; 2025Q3: 56,974 shares; 2025Q4: 57,733 shares; 2026Q1: 61,158 shares 61,158 $4.93M 0.09% +3,425 Timeline RDVY 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: 66,705 shares; 2024Q4: 66,729 shares; 2025Q1: 67,444 shares; 2025Q2: 67,311 shares; 2025Q3: 69,993 shares; 2025Q4: 72,373 shares; 2026Q1: 72,021 shares 72,021 $4.92M 0.09% -352 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: 118,151 shares; 2024Q4: 111,102 shares; 2025Q1: 104,836 shares; 2025Q2: 88,147 shares; 2025Q3: 63,568 shares; 2025Q4: 58,205 shares; 2026Q1: 62,517 shares 62,517 $4.9M 0.09% +4,312 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 8,116 shares; 2025Q1: 8,697 shares; 2025Q2: 8,643 shares; 2025Q3: 8,876 shares; 2025Q4: 11,604 shares; 2026Q1: 12,554 shares 12,554 $4.9M 0.09% +950 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: 5,454 shares; 2024Q4: 5,804 shares; 2025Q1: 9,053 shares; 2025Q2: 9,419 shares; 2025Q3: 10,209 shares; 2025Q4: 10,222 shares; 2026Q1: 10,512 shares 10,512 $4.85M 0.09% +290 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: 7,441 shares; 2024Q4: 7,417 shares; 2025Q1: 8,326 shares; 2025Q2: 8,105 shares; 2025Q3: 7,624 shares; 2025Q4: 7,644 shares; 2026Q1: 7,794 shares 7,794 $4.81M 0.09% +150 Timeline DFSI 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: 77,371 shares; 2024Q4: 77,578 shares; 2025Q1: 88,587 shares; 2025Q2: 90,282 shares; 2025Q3: 103,407 shares; 2025Q4: 110,015 shares; 2026Q1: 111,418 shares 111,418 $4.72M 0.09% +1,403 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,789 shares; 2024Q4: 129,658 shares; 2025Q1: 132,498 shares; 2025Q2: 132,543 shares; 2025Q3: 137,308 shares; 2025Q4: 138,039 shares; 2026Q1: 137,533 shares 137,533 $4.61M 0.08% -506 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: 3,405 shares; 2024Q4: 6,483 shares; 2025Q1: 6,716 shares; 2025Q2: 6,700 shares; 2025Q3: 7,853 shares; 2025Q4: 8,545 shares; 2026Q1: 13,281 shares 13,281 $4.56M 0.08% +4,736 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,958 shares; 2024Q4: 159,568 shares; 2025Q1: 83,128 shares; 2025Q2: 91,391 shares; 2025Q3: 134,836 shares; 2025Q4: 182,840 shares; 2026Q1: 204,065 shares 204,065 $4.53M 0.08% +21,225 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,432 shares; 2024Q4: 38,809 shares; 2025Q1: 38,360 shares; 2025Q2: 37,920 shares; 2025Q3: 36,402 shares; 2025Q4: 35,269 shares; 2026Q1: 37,051 shares 37,051 $4.48M 0.08% +1,782 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: 15,723 shares; 2024Q4: 16,650 shares; 2025Q1: 18,643 shares; 2025Q2: 21,820 shares; 2025Q3: 22,013 shares; 2025Q4: 20,195 shares; 2026Q1: 20,939 shares 20,939 $4.47M 0.08% +744 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: 44,787 shares; 2024Q4: 81,334 shares; 2025Q1: 91,841 shares; 2025Q2: 80,342 shares; 2025Q3: 92,702 shares; 2025Q4: 90,491 shares; 2026Q1: 90,487 shares 90,487 $4.47M 0.08% -4 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: 6,111 shares; 2024Q4: 6,754 shares; 2025Q1: 6,511 shares; 2025Q2: 7,108 shares; 2025Q3: 11,726 shares; 2025Q4: 11,008 shares; 2026Q1: 12,423 shares 12,423 $4.44M 0.08% +1,415 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: 107,664 shares; 2024Q4: 122,420 shares; 2025Q1: 124,986 shares; 2025Q2: 132,474 shares; 2025Q3: 161,623 shares; 2025Q4: 153,895 shares; 2026Q1: 151,763 shares 151,763 $4.4M 0.08% -2,132 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: 48,557 shares; 2024Q4: 60,093 shares; 2025Q1: 62,298 shares; 2025Q2: 53,530 shares; 2025Q3: 59,185 shares; 2025Q4: 72,670 shares; 2026Q1: 72,004 shares 72,004 $4.37M 0.08% -666 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: 31,299 shares; 2024Q4: 31,981 shares; 2025Q1: 32,004 shares; 2025Q2: 32,368 shares; 2025Q3: 28,667 shares; 2025Q4: 28,913 shares; 2026Q1: 29,708 shares 29,708 $4.33M 0.08% +795 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: 46,366 shares; 2024Q4: 47,603 shares; 2025Q1: 46,197 shares; 2025Q2: 54,096 shares; 2025Q3: 56,036 shares; 2025Q4: 55,289 shares; 2026Q1: 56,147 shares 56,147 $4.33M 0.08% +858 Timeline HELO 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: 20,362 shares; 2024Q4: 46,246 shares; 2025Q1: 65,975 shares; 2025Q2: 67,367 shares; 2025Q3: 65,208 shares; 2025Q4: 64,163 shares; 2026Q1: 67,405 shares 67,405 $4.31M 0.08% +3,242 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: 53,226 shares; 2024Q4: 160,546 shares; 2025Q1: 163,109 shares; 2025Q2: 163,796 shares; 2025Q3: 165,491 shares; 2025Q4: 173,687 shares; 2026Q1: 184,399 shares 184,399 $4.28M 0.08% +10,712 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,976 shares; 2024Q4: 44,993 shares; 2025Q1: 44,560 shares; 2025Q2: 46,191 shares; 2025Q3: 52,073 shares; 2025Q4: 53,317 shares; 2026Q1: 50,344 shares 50,344 $4.27M 0.08% -2,973 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: 80,990 shares; 2025Q1: 81,058 shares; 2025Q2: 82,913 shares; 2025Q3: 94,708 shares; 2025Q4: 86,574 shares; 2026Q1: 58,981 shares 58,981 $4.24M 0.08% -27,593 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,373 shares; 2024Q4: 112,504 shares; 2025Q1: 118,361 shares; 2025Q2: 122,643 shares; 2025Q3: 150,371 shares; 2025Q4: 143,130 shares; 2026Q1: 149,364 shares 149,364 $4.19M 0.08% +6,234 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 30,357 shares; 2025Q3: 64,358 shares; 2025Q4: 63,487 shares; 2026Q1: 61,438 shares 61,438 $4.19M 0.08% -2,049 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,845 shares; 2024Q4: 43,242 shares; 2025Q1: 42,153 shares; 2025Q2: 44,075 shares; 2025Q3: 43,264 shares; 2025Q4: 46,349 shares; 2026Q1: 53,947 shares 53,947 $4.16M 0.08% +7,598 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,497 shares; 2025Q1: 3,377 shares; 2025Q2: 3,494 shares; 2025Q3: 4,695 shares; 2025Q4: 4,961 shares; 2026Q1: 7,069 shares 7,069 $4.16M 0.08% +2,108 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: 39,468 shares; 2024Q4: 117,840 shares; 2025Q1: 117,236 shares; 2025Q2: 136,828 shares; 2025Q3: 133,972 shares; 2025Q4: 133,679 shares; 2026Q1: 133,843 shares 133,843 $4.14M 0.08% +164 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: 8,054 shares; 2025Q1: 8,424 shares; 2025Q2: 8,929 shares; 2025Q3: 11,809 shares; 2025Q4: 12,997 shares; 2026Q1: 12,677 shares 12,677 $4.13M 0.08% -320 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 8,970 shares; 2025Q1: 8,401 shares; 2025Q2: 7,645 shares; 2025Q3: 8,466 shares; 2025Q4: 10,801 shares; 2026Q1: 10,764 shares 10,764 $4.13M 0.07% -37 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,960 shares; 2024Q4: 85,534 shares; 2025Q1: 80,292 shares; 2025Q2: 72,412 shares; 2025Q3: 72,972 shares; 2025Q4: 68,340 shares; 2026Q1: 65,113 shares 65,113 $4.07M 0.07% -3,227 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,347 shares; 2024Q4: 23,152 shares; 2025Q1: 23,933 shares; 2025Q2: 28,830 shares; 2025Q3: 38,377 shares; 2025Q4: 38,889 shares; 2026Q1: 37,412 shares 37,412 $4.05M 0.07% -1,477 Timeline XAR 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: 19,100 shares; 2024Q4: 17,831 shares; 2025Q1: 17,942 shares; 2025Q2: 14,962 shares; 2025Q3: 15,651 shares; 2025Q4: 16,970 shares; 2026Q1: 15,930 shares 15,930 $4.05M 0.07% -1,040 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,349 shares 106,349 $4.03M 0.07% new Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972,258 shares; 2024Q4: 971,341 shares; 2025Q1: 971,323 shares; 2025Q2: 971,323 shares; 2025Q3: 971,401 shares; 2025Q4: 971,735 shares; 2026Q1: 972,959 shares 972,959 $3.97M 0.07% +1,224 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,755 shares; 2024Q4: 42,128 shares; 2025Q1: 47,345 shares; 2025Q2: 44,270 shares; 2025Q3: 44,433 shares; 2025Q4: 44,915 shares; 2026Q1: 44,644 shares 44,644 $3.92M 0.07% -271 Timeline SMLF ISHARES 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: 19,718 shares; 2025Q1: 25,087 shares; 2025Q2: 28,800 shares; 2025Q3: 34,080 shares; 2025Q4: 40,454 shares; 2026Q1: 51,582 shares 51,582 $3.89M 0.07% +11,128 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: 6,993 shares; 2024Q4: 4,920 shares; 2025Q1: 5,903 shares; 2025Q2: 7,417 shares; 2025Q3: 8,474 shares; 2025Q4: 10,982 shares; 2026Q1: 11,513 shares 11,513 $3.89M 0.07% +531 Timeline SPGP 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: 31,808 shares; 2024Q4: 33,017 shares; 2025Q1: 33,209 shares; 2025Q2: 33,446 shares; 2025Q3: 33,000 shares; 2025Q4: 32,240 shares; 2026Q1: 35,872 shares 35,872 $3.86M 0.07% +3,632 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: 23,192 shares; 2024Q4: 30,926 shares; 2025Q1: 30,671 shares; 2025Q2: 20,228 shares; 2025Q3: 19,782 shares; 2025Q4: 18,635 shares; 2026Q1: 18,820 shares 18,820 $3.82M 0.07% +185 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: 65,459 shares; 2024Q4: 130,231 shares; 2025Q1: 127,230 shares; 2025Q2: 132,206 shares; 2025Q3: 130,205 shares; 2025Q4: 131,033 shares; 2026Q1: 129,990 shares 129,990 $3.78M 0.07% -1,043 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: 6,814 shares; 2024Q4: 7,294 shares; 2025Q1: 22,986 shares; 2025Q2: 33,290 shares; 2025Q3: 63,352 shares; 2025Q4: 80,476 shares; 2026Q1: 11,846 shares 11,846 $3.77M 0.07% -68,630 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,539 shares; 2024Q4: 40,567 shares; 2025Q1: 53,085 shares; 2025Q2: 45,178 shares; 2025Q3: 48,453 shares; 2025Q4: 53,875 shares; 2026Q1: 53,501 shares 53,501 $3.75M 0.07% -374 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,316 shares; 2024Q4: 70,062 shares; 2025Q1: 89,339 shares; 2025Q2: 88,496 shares; 2025Q3: 78,621 shares; 2025Q4: 80,772 shares; 2026Q1: 85,460 shares 85,460 $3.72M 0.07% +4,688 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: 26,524 shares; 2024Q4: 27,475 shares; 2025Q1: 30,033 shares; 2025Q2: 24,498 shares; 2025Q3: 24,155 shares; 2025Q4: 23,158 shares; 2026Q1: 24,680 shares 24,680 $3.66M 0.07% +1,522 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 2,094 shares; 2025Q2: 2,261 shares; 2025Q3: 2,890 shares; 2025Q4: 2,788 shares; 2026Q1: 3,349 shares 3,349 $3.65M 0.07% +561 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: 121,696 shares; 2024Q4: 139,873 shares; 2025Q1: 141,492 shares; 2025Q2: 140,348 shares; 2025Q3: 145,735 shares; 2025Q4: 149,755 shares; 2026Q1: 168,788 shares 168,788 $3.63M 0.07% +19,033 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: 99,745 shares; 2024Q4: 96,955 shares; 2025Q1: 98,842 shares; 2025Q2: 101,560 shares; 2025Q3: 98,227 shares; 2025Q4: 95,380 shares; 2026Q1: 95,125 shares 95,125 $3.6M 0.07% -255 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 6,546 shares; 2025Q1: 6,588 shares; 2025Q2: 6,103 shares; 2025Q3: 6,624 shares; 2025Q4: 6,317 shares; 2026Q1: 6,663 shares 6,663 $3.59M 0.07% +346 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,517 shares; 2025Q3: 42,338 shares; 2025Q4: 65,721 shares; 2026Q1: 86,786 shares 86,786 $3.57M 0.06% +21,065 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: 129,121 shares; 2024Q4: 149,082 shares; 2025Q1: 111,678 shares; 2025Q2: 114,161 shares; 2025Q3: 50,728 shares; 2025Q4: 28,271 shares; 2026Q1: 31,949 shares 31,949 $3.56M 0.06% +3,678 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,650 shares; 2025Q3: 19,350 shares; 2025Q4: 34,793 shares; 2026Q1: 64,580 shares 64,580 $3.54M 0.06% +29,787 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: 29,197 shares; 2024Q4: 27,944 shares; 2025Q1: 28,195 shares; 2025Q2: 29,950 shares; 2025Q3: 34,702 shares; 2025Q4: 33,242 shares; 2026Q1: 35,752 shares 35,752 $3.52M 0.06% +2,510 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,950 shares; 2024Q4: 74,162 shares; 2025Q1: 59,576 shares; 2025Q2: 73,695 shares; 2025Q3: 56,484 shares; 2025Q4: 60,111 shares; 2026Q1: 59,735 shares 59,735 $3.51M 0.06% -376 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 7,475 shares; 2025Q1: 7,400 shares; 2025Q2: 7,754 shares; 2025Q3: 7,808 shares; 2025Q4: 8,246 shares; 2026Q1: 7,788 shares 7,788 $3.46M 0.06% -458 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: 26,172 shares; 2024Q4: 27,501 shares; 2025Q1: 22,016 shares; 2025Q2: 23,749 shares; 2025Q3: 23,744 shares; 2025Q4: 23,457 shares; 2026Q1: 23,339 shares 23,339 $3.41M 0.06% -118 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,155 shares; 2024Q4: 14,180 shares; 2025Q1: 14,222 shares; 2025Q2: 15,300 shares; 2025Q3: 15,473 shares; 2025Q4: 15,144 shares; 2026Q1: 11,833 shares 11,833 $3.4M 0.06% -3,311 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 196,617 shares; 2026Q1: 199,068 shares 199,068 $3.31M 0.06% +2,451 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: 4,279 shares; 2024Q4: 6,571 shares; 2025Q1: 6,368 shares; 2025Q2: 6,074 shares; 2025Q3: 6,299 shares; 2025Q4: 5,916 shares; 2026Q1: 6,650 shares 6,650 $3.3M 0.06% +734 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: 47,206 shares; 2024Q4: 90,506 shares; 2025Q1: 84,765 shares; 2025Q2: 95,717 shares; 2025Q3: 106,370 shares; 2025Q4: 114,618 shares; 2026Q1: 123,521 shares 123,521 $3.29M 0.06% +8,903 Timeline VGLT 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: 53,687 shares; 2024Q4: 56,425 shares; 2025Q1: 56,287 shares; 2025Q2: 48,808 shares; 2025Q3: 55,963 shares; 2025Q4: 56,234 shares; 2026Q1: 59,296 shares 59,296 $3.28M 0.06% +3,062 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,186 shares; 2024Q4: 64,190 shares; 2025Q1: 40,359 shares; 2025Q2: 47,738 shares; 2025Q3: 44,813 shares; 2025Q4: 57,554 shares; 2026Q1: 64,274 shares 64,274 $3.24M 0.06% +6,720 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,685 shares; 2025Q1: 2,706 shares; 2025Q2: 2,288 shares; 2025Q3: 2,842 shares; 2025Q4: 4,706 shares; 2026Q1: 4,734 shares 4,734 $3.23M 0.06% +28 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,967 shares; 2024Q4: 193,679 shares; 2025Q1: 206,833 shares; 2025Q2: 163,054 shares; 2025Q3: 163,718 shares; 2025Q4: 144,606 shares; 2026Q1: 138,168 shares 138,168 $3.22M 0.06% -6,438 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,332 shares; 2024Q4: 79,024 shares; 2025Q1: 205,521 shares; 2025Q2: 74,582 shares; 2025Q3: 43,403 shares; 2025Q4: 44,694 shares; 2026Q1: 63,199 shares 63,199 $3.22M 0.06% +18,505 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 778 shares; 2025Q1: 1,097 shares; 2025Q2: 794 shares; 2025Q3: 900 shares; 2025Q4: 689 shares; 2026Q1: 4,322 shares 4,322 $3.19M 0.06% +3,633 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: 7,511 shares; 2024Q4: 15,918 shares; 2025Q1: 16,021 shares; 2025Q2: 20,519 shares; 2025Q3: 29,517 shares; 2025Q4: 29,134 shares; 2026Q1: 19,898 shares 19,898 $3.19M 0.06% -9,236 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,613 shares; 2024Q4: 39,089 shares; 2025Q1: 40,034 shares; 2025Q2: 40,657 shares; 2025Q3: 41,573 shares; 2025Q4: 42,185 shares; 2026Q1: 60,530 shares 60,530 $3.19M 0.06% +18,345 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,352 shares; 2024Q4: 14,470 shares; 2025Q1: 14,476 shares; 2025Q2: 14,346 shares; 2025Q3: 15,047 shares; 2025Q4: 15,146 shares; 2026Q1: 14,844 shares 14,844 $3.18M 0.06% -302 Timeline RWK 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: 24,769 shares; 2024Q4: 26,367 shares; 2025Q1: 26,142 shares; 2025Q2: 24,999 shares; 2025Q3: 23,969 shares; 2025Q4: 23,543 shares; 2026Q1: 24,690 shares 24,690 $3.17M 0.06% +1,147 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,551 shares; 2024Q4: 16,684 shares; 2025Q1: 16,285 shares; 2025Q2: 17,112 shares; 2025Q3: 32,141 shares; 2025Q4: 33,776 shares; 2026Q1: 43,616 shares 43,616 $3.16M 0.06% +9,840 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: 25,718 shares; 2024Q4: 25,256 shares; 2025Q1: 25,557 shares; 2025Q2: 25,747 shares; 2025Q3: 32,548 shares; 2025Q4: 27,906 shares; 2026Q1: 32,726 shares 32,726 $3.16M 0.06% +4,820 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,261 shares; 2024Q4: 17,246 shares; 2025Q1: 16,896 shares; 2025Q2: 16,772 shares; 2025Q3: 16,957 shares; 2025Q4: 20,500 shares; 2026Q1: 20,665 shares 20,665 $3.16M 0.06% +165 Timeline VTC 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: 25,077 shares; 2024Q4: 34,333 shares; 2025Q1: 35,186 shares; 2025Q2: 35,415 shares; 2025Q3: 36,112 shares; 2025Q4: 36,768 shares; 2026Q1: 40,841 shares 40,841 $3.14M 0.06% +4,073 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,378 shares; 2024Q4: 78,785 shares; 2025Q1: 73,479 shares; 2025Q2: 65,283 shares; 2025Q3: 64,574 shares; 2025Q4: 61,639 shares; 2026Q1: 54,311 shares 54,311 $3.07M 0.06% -7,328 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,916 shares; 2025Q1: 72,840 shares; 2025Q2: 162,767 shares; 2025Q3: 72,183 shares; 2025Q4: 72,184 shares; 2026Q1: 49,575 shares 49,575 $3.07M 0.06% -22,609 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,191 shares; 2024Q4: 19,432 shares; 2025Q1: 18,984 shares; 2025Q2: 21,161 shares; 2025Q3: 25,829 shares; 2025Q4: 25,566 shares; 2026Q1: 25,838 shares 25,838 $3.06M 0.06% +272 Timeline SYSB ISHARES 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: 32,114 shares; 2026Q1: 34,169 shares 34,169 $3.04M 0.06% +2,055 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: 137,534 shares; 2024Q4: 114,138 shares; 2025Q1: 147,676 shares; 2025Q2: 139,050 shares; 2025Q3: 70,536 shares; 2025Q4: 70,241 shares; 2026Q1: 67,798 shares 67,798 $2.99M 0.05% -2,443 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: 25,159 shares; 2024Q4: 92,932 shares; 2025Q1: 108,110 shares; 2025Q2: 108,365 shares; 2025Q3: 110,240 shares; 2025Q4: 104,361 shares; 2026Q1: 105,539 shares 105,539 $2.94M 0.05% +1,178 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,141 shares; 2025Q2: 928 shares; 2025Q3: not reported; 2025Q4: 11,593 shares; 2026Q1: 9,596 shares 9,596 $2.92M 0.05% -1,997 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: 13,103 shares; 2024Q4: 13,241 shares; 2025Q1: 13,331 shares; 2025Q2: 13,591 shares; 2025Q3: 21,118 shares; 2025Q4: 22,028 shares; 2026Q1: 22,183 shares 22,183 $2.91M 0.05% +155 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 7,645 shares; 2025Q1: 7,658 shares; 2025Q2: 7,119 shares; 2025Q3: 7,263 shares; 2025Q4: 7,861 shares; 2026Q1: 8,388 shares 8,388 $2.9M 0.05% +527 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 8,356 shares; 2025Q1: 8,439 shares; 2025Q2: 8,245 shares; 2025Q3: 11,698 shares; 2025Q4: 10,701 shares; 2026Q1: 10,807 shares 10,807 $2.88M 0.05% +106 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: 4,849 shares; 2024Q4: 4,943 shares; 2025Q1: 5,280 shares; 2025Q2: 6,004 shares; 2025Q3: 6,108 shares; 2025Q4: 6,044 shares; 2026Q1: 6,454 shares 6,454 $2.88M 0.05% +410 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: 52,251 shares; 2024Q4: 64,344 shares; 2025Q1: 45,030 shares; 2025Q2: 41,935 shares; 2025Q3: 46,028 shares; 2025Q4: 60,796 shares; 2026Q1: 63,153 shares 63,153 $2.87M 0.05% +2,357 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,140 shares; 2024Q4: 24,655 shares; 2025Q1: 21,715 shares; 2025Q2: 21,734 shares; 2025Q3: 22,064 shares; 2025Q4: 21,668 shares; 2026Q1: 21,905 shares 21,905 $2.87M 0.05% +237 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: 30,643 shares; 2024Q4: 30,839 shares; 2025Q1: 30,825 shares; 2025Q2: 29,676 shares; 2025Q3: 28,807 shares; 2025Q4: 30,048 shares; 2026Q1: 30,652 shares 30,652 $2.85M 0.05% +604 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 15,171 shares; 2026Q1: 13,119 shares 13,119 $2.84M 0.05% -2,052 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,777 shares; 2024Q4: 24,004 shares; 2025Q1: 24,087 shares; 2025Q2: 24,201 shares; 2025Q3: 26,848 shares; 2025Q4: 23,707 shares; 2026Q1: 24,016 shares 24,016 $2.84M 0.05% +309 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: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,418 shares; 2025Q3: 40,843 shares; 2025Q4: 44,990 shares; 2026Q1: 42,266 shares 42,266 $2.83M 0.05% -2,724 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: 29,406 shares; 2024Q4: 28,691 shares; 2025Q1: 29,090 shares; 2025Q2: 27,943 shares; 2025Q3: 29,531 shares; 2025Q4: 32,441 shares; 2026Q1: 31,801 shares 31,801 $2.82M 0.05% -640 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: 13,897 shares; 2024Q4: 15,530 shares; 2025Q1: 14,930 shares; 2025Q2: 15,684 shares; 2025Q3: 16,753 shares; 2025Q4: 17,375 shares; 2026Q1: 17,491 shares 17,491 $2.79M 0.05% +116 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,606 shares; 2025Q2: 46,872 shares; 2025Q3: 46,523 shares; 2025Q4: 44,908 shares; 2026Q1: 50,402 shares 50,402 $2.77M 0.05% +5,494 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 93,465 shares; 2025Q1: 94,990 shares; 2025Q2: 101,815 shares; 2025Q3: 104,198 shares; 2025Q4: 104,272 shares; 2026Q1: 105,449 shares 105,449 $2.75M 0.05% +1,177 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: not reported; 2025Q1: 8,862 shares; 2025Q2: 8,351 shares; 2025Q3: 8,470 shares; 2025Q4: 8,470 shares; 2026Q1: 89,621 shares 89,621 $2.7M 0.05% +81,151 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: 8,753 shares; 2024Q4: 8,738 shares; 2025Q1: 14,444 shares; 2025Q2: 15,823 shares; 2025Q3: 14,605 shares; 2025Q4: 18,066 shares; 2026Q1: 18,958 shares 18,958 $2.7M 0.05% +892 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: 27,308 shares; 2024Q4: 29,634 shares; 2025Q1: 29,076 shares; 2025Q2: 28,900 shares; 2025Q3: 29,312 shares; 2025Q4: 28,469 shares; 2026Q1: 30,493 shares 30,493 $2.7M 0.05% +2,024 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: 1,199 shares; 2024Q4: 1,157 shares; 2025Q1: 1,784 shares; 2025Q2: 1,933 shares; 2025Q3: 1,956 shares; 2025Q4: 1,955 shares; 2026Q1: 2,037 shares 2,037 $2.69M 0.05% +82 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,903 shares; 2024Q4: 48,797 shares; 2025Q1: 49,239 shares; 2025Q2: 51,135 shares; 2025Q3: 58,332 shares; 2025Q4: 60,780 shares; 2026Q1: 61,947 shares 61,947 $2.64M 0.05% +1,167 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,710 shares; 2025Q4: 30,536 shares; 2026Q1: 51,899 shares 51,899 $2.63M 0.05% +21,363 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: 11,908 shares; 2024Q4: 14,027 shares; 2025Q1: 14,087 shares; 2025Q2: 15,327 shares; 2025Q3: 16,352 shares; 2025Q4: 15,220 shares; 2026Q1: 15,788 shares 15,788 $2.61M 0.05% +568 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: 53,066 shares; 2024Q4: 50,292 shares; 2025Q1: 40,717 shares; 2025Q2: 32,939 shares; 2025Q3: 30,853 shares; 2025Q4: 22,583 shares; 2026Q1: 21,894 shares 21,894 $2.6M 0.05% -689 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,198 shares; 2025Q1: 1,178 shares; 2025Q2: 1,129 shares; 2025Q3: 1,310 shares; 2025Q4: 1,284 shares; 2026Q1: 2,974 shares 2,974 $2.57M 0.05% +1,690 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: 52,505 shares; 2024Q4: 53,421 shares; 2025Q1: 50,895 shares; 2025Q2: 51,144 shares; 2025Q3: 51,386 shares; 2025Q4: 51,391 shares; 2026Q1: 52,235 shares 52,235 $2.56M 0.05% +844 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: 2,686 shares; 2025Q1: 2,592 shares; 2025Q2: 2,647 shares; 2025Q3: 2,662 shares; 2025Q4: 2,618 shares; 2026Q1: 2,644 shares 2,644 $2.54M 0.05% +26 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,160 shares; 2024Q4: 32,849 shares; 2025Q1: 32,451 shares; 2025Q2: 32,199 shares; 2025Q3: 32,398 shares; 2025Q4: 37,559 shares; 2026Q1: 28,194 shares 28,194 $2.53M 0.05% -9,365 Timeline DFSE 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: 38,518 shares; 2024Q4: 38,518 shares; 2025Q1: 43,018 shares; 2025Q2: 43,944 shares; 2025Q3: 50,273 shares; 2025Q4: 52,781 shares; 2026Q1: 59,535 shares 59,535 $2.52M 0.05% +6,754 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 19,251 shares; 2025Q1: 19,513 shares; 2025Q2: 19,160 shares; 2025Q3: 19,179 shares; 2025Q4: 17,944 shares; 2026Q1: 19,223 shares 19,223 $2.52M 0.05% +1,279 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: 13,645 shares; 2024Q4: 17,614 shares; 2025Q1: 18,606 shares; 2025Q2: 11,446 shares; 2025Q3: 8,469 shares; 2025Q4: 10,957 shares; 2026Q1: 9,282 shares 9,282 $2.51M 0.05% -1,675 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,252 shares; 2024Q4: 25,276 shares; 2025Q1: 36,489 shares; 2025Q2: 36,612 shares; 2025Q3: 36,422 shares; 2025Q4: 46,881 shares; 2026Q1: 52,608 shares 52,608 $2.5M 0.05% +5,727 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: 67,721 shares; 2024Q4: 68,451 shares; 2025Q1: 69,661 shares; 2025Q2: 74,826 shares; 2025Q3: 84,830 shares; 2025Q4: 92,371 shares; 2026Q1: 93,430 shares 93,430 $2.5M 0.05% +1,059 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: not reported; 2024Q4: 52,448 shares; 2025Q1: 52,268 shares; 2025Q2: 48,735 shares; 2025Q3: 48,903 shares; 2025Q4: 48,629 shares; 2026Q1: 53,701 shares 53,701 $2.49M 0.05% +5,072 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,164 shares; 2025Q2: 43,522 shares; 2025Q3: 44,194 shares; 2025Q4: 47,479 shares; 2026Q1: 49,814 shares 49,814 $2.49M 0.05% +2,335 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: 17,006 shares; 2024Q4: 16,990 shares; 2025Q1: 16,965 shares; 2025Q2: 16,875 shares; 2025Q3: 16,721 shares; 2025Q4: 16,821 shares; 2026Q1: 16,761 shares 16,761 $2.47M 0.04% -60 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: 11,934 shares; 2024Q4: 13,474 shares; 2025Q1: 17,438 shares; 2025Q2: 16,173 shares; 2025Q3: 17,807 shares; 2025Q4: 18,160 shares; 2026Q1: 19,533 shares 19,533 $2.47M 0.04% +1,373 Timeline BOXX EA SERIES TRUST More: the full row for EA 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: 3,511 shares; 2026Q1: 21,161 shares 21,161 $2.46M 0.04% +17,650 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: 23,649 shares; 2024Q4: 23,274 shares; 2025Q1: 22,848 shares; 2025Q2: 21,149 shares; 2025Q3: 21,669 shares; 2025Q4: 21,602 shares; 2026Q1: 20,565 shares 20,565 $2.46M 0.04% -1,037 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: 10,551 shares; 2024Q4: 13,042 shares; 2025Q1: 12,737 shares; 2025Q2: 14,012 shares; 2025Q3: 15,289 shares; 2025Q4: 15,333 shares; 2026Q1: 18,612 shares 18,612 $2.44M 0.04% +3,279 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 22,104 shares; 2025Q1: 36,158 shares; 2025Q2: 62,265 shares; 2025Q3: 56,329 shares; 2025Q4: 60,338 shares; 2026Q1: 59,740 shares 59,740 $2.42M 0.04% -598 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: 26,023 shares; 2024Q4: 26,238 shares; 2025Q1: 25,597 shares; 2025Q2: 24,693 shares; 2025Q3: 24,388 shares; 2025Q4: 24,968 shares; 2026Q1: 46,950 shares 46,950 $2.39M 0.04% +21,982 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,291 shares; 2024Q4: 19,982 shares; 2025Q1: 15,160 shares; 2025Q2: 14,981 shares; 2025Q3: 33,853 shares; 2025Q4: 33,888 shares; 2026Q1: 32,994 shares 32,994 $2.37M 0.04% -894 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 13,123 shares; 2025Q4: 48,561 shares; 2026Q1: 50,406 shares 50,406 $2.37M 0.04% +1,845 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: 49,557 shares; 2024Q4: 49,558 shares; 2025Q1: 49,458 shares; 2025Q2: 45,957 shares; 2025Q3: 83,513 shares; 2025Q4: 83,475 shares; 2026Q1: 83,475 shares 83,475 $2.36M 0.04% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 8,032 shares; 2025Q1: 7,708 shares; 2025Q2: 7,478 shares; 2025Q3: 7,326 shares; 2025Q4: 6,934 shares; 2026Q1: 7,342 shares 7,342 $2.35M 0.04% +408 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,280 shares; 2025Q1: 79,367 shares; 2025Q2: 74,953 shares; 2025Q3: 74,402 shares; 2025Q4: 75,717 shares; 2026Q1: 72,058 shares 72,058 $2.35M 0.04% -3,659 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: 18,060 shares; 2024Q4: 18,147 shares; 2025Q1: 16,954 shares; 2025Q2: 20,802 shares; 2025Q3: 21,208 shares; 2025Q4: 20,809 shares; 2026Q1: 20,821 shares 20,821 $2.34M 0.04% +12 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 3,108 shares; 2025Q1: 3,072 shares; 2025Q2: 5,959 shares; 2025Q3: 11,870 shares; 2025Q4: 13,422 shares; 2026Q1: 12,792 shares 12,792 $2.33M 0.04% -630 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: 11,771 shares 11,771 $2.32M 0.04% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,714 shares; 2026Q1: 18,714 shares 18,714 $2.3M 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 106 shares; 2025Q1: 119 shares; 2025Q2: 185 shares; 2025Q3: 447 shares; 2025Q4: 383 shares; 2026Q1: 679 shares 679 $2.29M 0.04% +296 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 176,022 shares 176,022 $2.27M 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 14,687 shares; 2025Q1: 14,417 shares; 2025Q2: 15,019 shares; 2025Q3: 23,203 shares; 2025Q4: 23,372 shares; 2026Q1: 23,220 shares 23,220 $2.26M 0.04% -152 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,610 shares; 2024Q4: 187,111 shares; 2025Q1: 201,413 shares; 2025Q2: 192,748 shares; 2025Q3: 192,497 shares; 2025Q4: 212,655 shares; 2026Q1: 216,880 shares 216,880 $2.24M 0.04% +4,225 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: 37,139 shares; 2024Q4: 43,927 shares; 2025Q1: 43,173 shares; 2025Q2: 41,850 shares; 2025Q3: 42,094 shares; 2025Q4: 42,034 shares; 2026Q1: 46,356 shares 46,356 $2.24M 0.04% +4,322 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: 34,392 shares; 2024Q4: 99,981 shares; 2025Q1: 99,585 shares; 2025Q2: 98,211 shares; 2025Q3: 79,795 shares; 2025Q4: 86,675 shares; 2026Q1: 88,794 shares 88,794 $2.23M 0.04% +2,119 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 23,177 shares; 2025Q3: 24,351 shares; 2025Q4: 24,231 shares; 2026Q1: 26,750 shares 26,750 $2.21M 0.04% +2,519 Timeline NXTG 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: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,503 shares; 2025Q3: 19,503 shares; 2025Q4: 19,503 shares; 2026Q1: 19,503 shares 19,503 $2.18M 0.04% 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: 42,377 shares; 2024Q4: 45,265 shares; 2025Q1: 44,548 shares; 2025Q2: 50,016 shares; 2025Q3: 51,930 shares; 2025Q4: 57,085 shares; 2026Q1: 51,571 shares 51,571 $2.18M 0.04% -5,514 Timeline SPTM 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: 23,937 shares; 2024Q4: 24,223 shares; 2025Q1: 23,616 shares; 2025Q2: 23,238 shares; 2025Q3: 23,186 shares; 2025Q4: 27,076 shares; 2026Q1: 27,584 shares 27,584 $2.18M 0.04% +508 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 16,981 shares; 2025Q1: 16,983 shares; 2025Q2: 16,882 shares; 2025Q3: 16,768 shares; 2025Q4: 16,911 shares; 2026Q1: 16,913 shares 16,913 $2.17M 0.04% +2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,236 shares; 2024Q4: 162,652 shares; 2025Q1: 105,868 shares; 2025Q2: 102,578 shares; 2025Q3: 106,521 shares; 2025Q4: 93,661 shares; 2026Q1: 75,496 shares 75,496 $2.17M 0.04% -18,165 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,670 shares; 2025Q1: 5,313 shares; 2025Q2: 5,477 shares; 2025Q3: 5,928 shares; 2025Q4: 7,537 shares; 2026Q1: 8,093 shares 8,093 $2.15M 0.04% +556 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: 4,121 shares; 2024Q4: 3,821 shares; 2025Q1: 3,486 shares; 2025Q2: 3,558 shares; 2025Q3: 5,858 shares; 2025Q4: 6,312 shares; 2026Q1: 6,021 shares 6,021 $2.14M 0.04% -291 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,996 shares; 2024Q4: 134,868 shares; 2025Q1: 172,617 shares; 2025Q2: 152,872 shares; 2025Q3: 146,352 shares; 2025Q4: 121,126 shares; 2026Q1: 53,245 shares 53,245 $2.14M 0.04% -67,881 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,722 shares; 2024Q4: 38,203 shares; 2025Q1: 38,791 shares; 2025Q2: 56,756 shares; 2025Q3: 63,585 shares; 2025Q4: 64,009 shares; 2026Q1: 63,256 shares 63,256 $2.14M 0.04% -753 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: 13,450 shares; 2024Q4: 26,219 shares; 2025Q1: 14,980 shares; 2025Q2: 13,217 shares; 2025Q3: 13,185 shares; 2025Q4: 18,501 shares; 2026Q1: 13,066 shares 13,066 $2.11M 0.04% -5,435 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,984 shares; 2024Q4: 19,334 shares; 2025Q1: 124,184 shares; 2025Q2: 123,728 shares; 2025Q3: 124,301 shares; 2025Q4: 125,766 shares; 2026Q1: 121,791 shares 121,791 $2.11M 0.04% -3,975 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,875 shares; 2024Q4: 28,915 shares; 2025Q1: 30,124 shares; 2025Q2: 38,446 shares; 2025Q3: 45,424 shares; 2025Q4: 39,647 shares; 2026Q1: 42,149 shares 42,149 $2.1M 0.04% +2,502 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 6,660 shares; 2025Q1: 6,660 shares; 2025Q2: 6,736 shares; 2025Q3: 13,086 shares; 2025Q4: 13,103 shares; 2026Q1: 13,238 shares 13,238 $2.1M 0.04% +135 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,568 shares; 2025Q1: 3,873 shares; 2025Q2: 11,146 shares; 2025Q3: 15,402 shares; 2025Q4: 15,901 shares; 2026Q1: 12,190 shares 12,190 $2.09M 0.04% -3,711 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 14,277 shares; 2025Q1: 18,820 shares; 2025Q2: 19,206 shares; 2025Q3: 20,609 shares; 2025Q4: 21,325 shares; 2026Q1: 20,954 shares 20,954 $2.08M 0.04% -371 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,455 shares; 2025Q1: 7,780 shares; 2025Q2: 8,465 shares; 2025Q3: 8,622 shares; 2025Q4: 8,376 shares; 2026Q1: 8,566 shares 8,566 $2.08M 0.04% +190 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 8,747 shares; 2025Q1: 8,526 shares; 2025Q2: 9,075 shares; 2025Q3: 11,825 shares; 2025Q4: 10,906 shares; 2026Q1: 9,966 shares 9,966 $2.07M 0.04% -940 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: 15,713 shares; 2024Q4: 16,859 shares; 2025Q1: 28,453 shares; 2025Q2: 24,957 shares; 2025Q3: 25,956 shares; 2025Q4: 40,315 shares; 2026Q1: 40,068 shares 40,068 $2.06M 0.04% -247 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,008 shares; 2025Q1: 9,715 shares; 2025Q2: 19,745 shares; 2025Q3: 37,742 shares; 2025Q4: 34,616 shares; 2026Q1: 44,326 shares 44,326 $2.06M 0.04% +9,710 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 25,437 shares; 2025Q3: 29,500 shares; 2025Q4: 30,025 shares; 2026Q1: 38,580 shares 38,580 $2.05M 0.04% +8,555 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,507 shares; 2025Q1: 4,317 shares; 2025Q2: 4,207 shares; 2025Q3: 4,015 shares; 2025Q4: 4,630 shares; 2026Q1: 4,773 shares 4,773 $2.03M 0.04% +143 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: 36,922 shares; 2024Q4: 37,510 shares; 2025Q1: 30,364 shares; 2025Q2: 30,809 shares; 2025Q3: 33,254 shares; 2025Q4: 34,093 shares; 2026Q1: 35,463 shares 35,463 $2M 0.04% +1,370 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,819 shares; 2026Q1: 16,950 shares 16,950 $1.99M 0.04% -869 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: 7,260 shares; 2024Q4: 7,692 shares; 2025Q1: 7,691 shares; 2025Q2: 7,250 shares; 2025Q3: 8,510 shares; 2025Q4: 9,510 shares; 2026Q1: 9,926 shares 9,926 $1.98M 0.04% +416 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,344 shares; 2024Q4: 36,958 shares; 2025Q1: 43,736 shares; 2025Q2: 29,412 shares; 2025Q3: 30,160 shares; 2025Q4: 32,556 shares; 2026Q1: 35,689 shares 35,689 $1.97M 0.04% +3,133 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 22,034 shares; 2025Q1: 11,587 shares; 2025Q2: 11,411 shares; 2025Q3: 10,464 shares; 2025Q4: 10,042 shares; 2026Q1: 10,144 shares 10,144 $1.97M 0.04% +102 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: 10,187 shares; 2024Q4: 10,054 shares; 2025Q1: 11,504 shares; 2025Q2: 11,067 shares; 2025Q3: 9,859 shares; 2025Q4: 11,707 shares; 2026Q1: 12,999 shares 12,999 $1.97M 0.04% +1,292 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: 24,801 shares; 2024Q4: 23,518 shares; 2025Q1: 21,562 shares; 2025Q2: 21,226 shares; 2025Q3: 19,049 shares; 2025Q4: 19,007 shares; 2026Q1: 17,781 shares 17,781 $1.96M 0.04% -1,226 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,433 shares; 2024Q4: 19,518 shares; 2025Q1: 20,808 shares; 2025Q2: 20,827 shares; 2025Q3: 20,628 shares; 2025Q4: 20,776 shares; 2026Q1: 38,705 shares 38,705 $1.96M 0.04% +17,929 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 24,292 shares; 2025Q4: 57,292 shares; 2026Q1: 77,234 shares 77,234 $1.94M 0.04% +19,942 Timeline DFEM 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: 49,431 shares; 2024Q4: 49,248 shares; 2025Q1: 49,276 shares; 2025Q2: 52,433 shares; 2025Q3: 52,131 shares; 2025Q4: 54,301 shares; 2026Q1: 56,202 shares 56,202 $1.94M 0.04% +1,901 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,113 shares; 2025Q2: 66,555 shares; 2025Q3: 68,355 shares; 2025Q4: 96,063 shares; 2026Q1: 118,633 shares 118,633 $1.89M 0.03% +22,570 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: 3,880 shares; 2024Q4: 6,176 shares; 2025Q1: 6,162 shares; 2025Q2: 8,079 shares; 2025Q3: 16,712 shares; 2025Q4: 26,085 shares; 2026Q1: 30,494 shares 30,494 $1.89M 0.03% +4,409 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: 4,631 shares; 2024Q4: 4,793 shares; 2025Q1: 5,242 shares; 2025Q2: 5,558 shares; 2025Q3: 6,147 shares; 2025Q4: 7,507 shares; 2026Q1: 4,349 shares 4,349 $1.88M 0.03% -3,158 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,721 shares; 2025Q1: 54,625 shares; 2025Q2: 63,532 shares; 2025Q3: 62,554 shares; 2025Q4: 79,511 shares; 2026Q1: 89,507 shares 89,507 $1.88M 0.03% +9,996 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: 18,288 shares; 2024Q4: 20,888 shares; 2025Q1: 20,888 shares; 2025Q2: 21,103 shares; 2025Q3: 21,103 shares; 2025Q4: 24,993 shares; 2026Q1: 25,010 shares 25,010 $1.87M 0.03% +17 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: 3,722 shares; 2024Q4: 4,078 shares; 2025Q1: 4,209 shares; 2025Q2: 4,329 shares; 2025Q3: 5,179 shares; 2025Q4: 5,387 shares; 2026Q1: 5,658 shares 5,658 $1.86M 0.03% +271 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 8,626 shares; 2025Q1: 8,668 shares; 2025Q2: 8,818 shares; 2025Q3: 9,821 shares; 2025Q4: 9,393 shares; 2026Q1: 9,144 shares 9,144 $1.86M 0.03% -249 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,842 shares; 2024Q4: 47,520 shares; 2025Q1: 47,490 shares; 2025Q2: 47,418 shares; 2025Q3: 47,798 shares; 2025Q4: 48,233 shares; 2026Q1: 50,896 shares 50,896 $1.84M 0.03% +2,663 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,111 shares; 2024Q4: 142,112 shares; 2025Q1: 142,169 shares; 2025Q2: 142,169 shares; 2025Q3: 141,169 shares; 2025Q4: 141,003 shares; 2026Q1: 65,837 shares 65,837 $1.84M 0.03% -75,166 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,329 shares 38,329 $1.83M 0.03% new 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: 21,477 shares; 2024Q4: 21,093 shares; 2025Q1: 21,093 shares; 2025Q2: 21,093 shares; 2025Q3: 24,658 shares; 2025Q4: 25,100 shares; 2026Q1: 25,485 shares 25,485 $1.83M 0.03% +385 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,490 shares; 2025Q4: 23,760 shares; 2026Q1: 36,540 shares 36,540 $1.83M 0.03% +12,780 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 22,793 shares; 2025Q3: 31,407 shares; 2025Q4: 34,324 shares; 2026Q1: 38,894 shares 38,894 $1.82M 0.03% +4,570 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,683 shares; 2025Q4: 39,214 shares; 2026Q1: 35,641 shares 35,641 $1.81M 0.03% -3,573 Timeline BBJP 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: 25,160 shares; 2024Q4: 23,282 shares; 2025Q1: 24,558 shares; 2025Q2: 25,640 shares; 2025Q3: 26,729 shares; 2025Q4: 26,116 shares; 2026Q1: 25,990 shares 25,990 $1.79M 0.03% -126 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 25,509 shares; 2025Q1: 27,475 shares; 2025Q2: 25,347 shares; 2025Q3: 30,416 shares; 2025Q4: 27,149 shares; 2026Q1: 24,534 shares 24,534 $1.79M 0.03% -2,615 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: not reported; 2024Q4: 23,554 shares; 2025Q1: 2,272 shares; 2025Q2: 11,522 shares; 2025Q3: 11,391 shares; 2025Q4: 8,577 shares; 2026Q1: 7,414 shares 7,414 $1.78M 0.03% -1,163 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,199 shares; 2024Q4: 55,917 shares; 2025Q1: 56,242 shares; 2025Q2: 39,637 shares; 2025Q3: 40,987 shares; 2025Q4: 44,415 shares; 2026Q1: 48,112 shares 48,112 $1.77M 0.03% +3,697 Timeline EVX 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: 10,247 shares; 2024Q4: 9,710 shares; 2025Q1: 49,019 shares; 2025Q2: 48,445 shares; 2025Q3: 47,666 shares; 2025Q4: 45,134 shares; 2026Q1: 45,134 shares 45,134 $1.75M 0.03% 0 Timeline EBND 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: 55,649 shares; 2024Q4: 77,458 shares; 2025Q1: 78,421 shares; 2025Q2: 78,223 shares; 2025Q3: 79,231 shares; 2025Q4: 79,653 shares; 2026Q1: 84,568 shares 84,568 $1.75M 0.03% +4,915 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: 18,911 shares; 2024Q4: 19,443 shares; 2025Q1: 19,227 shares; 2025Q2: 17,051 shares; 2025Q3: 25,883 shares; 2025Q4: 24,081 shares; 2026Q1: 23,047 shares 23,047 $1.72M 0.03% -1,034 Timeline DFAX 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: 50,806 shares; 2024Q4: 50,877 shares; 2025Q1: 50,895 shares; 2025Q2: 50,981 shares; 2025Q3: 50,846 shares; 2025Q4: 50,485 shares; 2026Q1: 50,469 shares 50,469 $1.71M 0.03% -16 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 957 shares; 2025Q1: 975 shares; 2025Q2: 1,049 shares; 2025Q3: 1,017 shares; 2025Q4: 975 shares; 2026Q1: 981 shares 981 $1.7M 0.03% +6 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,493 shares; 2024Q4: 33,677 shares; 2025Q1: 20,492 shares; 2025Q2: 15,968 shares; 2025Q3: 17,894 shares; 2025Q4: 18,707 shares; 2026Q1: 19,740 shares 19,740 $1.68M 0.03% +1,033 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,396 shares; 2024Q4: 54,394 shares; 2025Q1: 56,181 shares; 2025Q2: 59,259 shares; 2025Q3: 69,002 shares; 2025Q4: 76,856 shares; 2026Q1: 77,344 shares 77,344 $1.68M 0.03% +488 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,326 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,938 shares; 2025Q4: 6,413 shares; 2026Q1: 6,210 shares 6,210 $1.68M 0.03% -203 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,127 shares; 2024Q4: 56,422 shares; 2025Q1: 55,992 shares; 2025Q2: 36,030 shares; 2025Q3: 32,994 shares; 2025Q4: 31,570 shares; 2026Q1: 31,785 shares 31,785 $1.68M 0.03% +215 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 166,055 shares; 2025Q3: 43,959 shares; 2025Q4: 36,798 shares; 2026Q1: 40,987 shares 40,987 $1.67M 0.03% +4,189 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,624 shares; 2025Q2: 21,118 shares; 2025Q3: 21,515 shares; 2025Q4: 21,541 shares; 2026Q1: 17,363 shares 17,363 $1.64M 0.03% -4,178 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 10,832 shares; 2025Q1: 17,078 shares; 2025Q2: 17,875 shares; 2025Q3: 14,109 shares; 2025Q4: 16,414 shares; 2026Q1: 17,468 shares 17,468 $1.63M 0.03% +1,054 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,293 shares; 2025Q1: 10,841 shares; 2025Q2: 13,915 shares; 2025Q3: 15,616 shares; 2025Q4: 17,467 shares; 2026Q1: 16,427 shares 16,427 $1.63M 0.03% -1,040 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,825 shares 16,825 $1.63M 0.03% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,565 shares; 2025Q1: 20,829 shares; 2025Q2: 23,737 shares; 2025Q3: 23,556 shares; 2025Q4: 23,032 shares; 2026Q1: 22,376 shares 22,376 $1.62M 0.03% -656 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: 3,494 shares; 2024Q4: 3,753 shares; 2025Q1: 3,293 shares; 2025Q2: 3,712 shares; 2025Q3: 3,982 shares; 2025Q4: 4,797 shares; 2026Q1: 4,969 shares 4,969 $1.58M 0.03% +172 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,922 shares; 2025Q1: 2,045 shares; 2025Q2: 2,502 shares; 2025Q3: 2,395 shares; 2025Q4: 2,808 shares; 2026Q1: 3,775 shares 3,775 $1.57M 0.03% +967 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,215 shares; 2024Q4: 29,508 shares; 2025Q1: 28,141 shares; 2025Q2: 28,055 shares; 2025Q3: 33,637 shares; 2025Q4: 36,828 shares; 2026Q1: 37,851 shares 37,851 $1.57M 0.03% +1,023 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,236 shares; 2024Q4: 62,514 shares; 2025Q1: 62,479 shares; 2025Q2: 62,292 shares; 2025Q3: 61,752 shares; 2025Q4: 61,299 shares; 2026Q1: 61,081 shares 61,081 $1.57M 0.03% -218 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,899 shares; 2024Q4: 22,374 shares; 2025Q1: 23,799 shares; 2025Q2: 24,199 shares; 2025Q3: 21,706 shares; 2025Q4: 18,846 shares; 2026Q1: 19,896 shares 19,896 $1.56M 0.03% +1,050 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,436 shares; 2024Q4: 187,336 shares; 2025Q1: 187,336 shares; 2025Q2: 184,156 shares; 2025Q3: 183,956 shares; 2025Q4: 183,956 shares; 2026Q1: 183,800 shares 183,800 $1.55M 0.03% -156 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,596 shares; 2025Q1: 1,601 shares; 2025Q2: 1,722 shares; 2025Q3: 3,404 shares; 2025Q4: 4,297 shares; 2026Q1: 3,872 shares 3,872 $1.55M 0.03% -425 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,593 shares; 2025Q1: 59,783 shares; 2025Q2: 52,354 shares; 2025Q3: 45,710 shares; 2025Q4: 43,798 shares; 2026Q1: 43,098 shares 43,098 $1.54M 0.03% -700 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: 20,237 shares; 2024Q4: 20,125 shares; 2025Q1: 22,337 shares; 2025Q2: 24,331 shares; 2025Q3: 25,021 shares; 2025Q4: 24,049 shares; 2026Q1: 23,950 shares 23,950 $1.54M 0.03% -99 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 26,012 shares; 2025Q1: 24,395 shares; 2025Q2: 24,398 shares; 2025Q3: 29,258 shares; 2025Q4: 32,175 shares; 2026Q1: 33,682 shares 33,682 $1.53M 0.03% +1,507 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 15,413 shares; 2025Q1: 17,643 shares; 2025Q2: 12,246 shares; 2025Q3: 13,608 shares; 2025Q4: 16,613 shares; 2026Q1: 14,989 shares 14,989 $1.53M 0.03% -1,624 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,313 shares; 2025Q3: 35,605 shares; 2025Q4: 37,725 shares; 2026Q1: 39,649 shares 39,649 $1.52M 0.03% +1,924 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 7,925 shares; 2025Q1: 8,500 shares; 2025Q2: 12,242 shares; 2025Q3: 12,767 shares; 2025Q4: 12,641 shares; 2026Q1: 15,008 shares 15,008 $1.5M 0.03% +2,367 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 6,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,256 shares; 2026Q1: 22,528 shares 22,528 $1.49M 0.03% +1,272 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,823 shares; 2025Q1: 23,572 shares; 2025Q2: 23,498 shares; 2025Q3: 27,876 shares; 2025Q4: 31,321 shares; 2026Q1: 37,657 shares 37,657 $1.49M 0.03% +6,336 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: 6,637 shares; 2024Q4: 6,459 shares; 2025Q1: 6,368 shares; 2025Q2: 7,224 shares; 2025Q3: 7,920 shares; 2025Q4: 7,970 shares; 2026Q1: 7,957 shares 7,957 $1.48M 0.03% -13 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,712 shares 56,712 $1.47M 0.03% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,262 shares; 2024Q4: 11,729 shares; 2025Q1: 12,035 shares; 2025Q2: 12,061 shares; 2025Q3: 20,201 shares; 2025Q4: 26,636 shares; 2026Q1: 29,105 shares 29,105 $1.47M 0.03% +2,469 Timeline EVUS ISHARES 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: 24,296 shares; 2025Q4: 50,725 shares; 2026Q1: 45,988 shares 45,988 $1.46M 0.03% -4,737 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,548 shares; 2025Q1: 36,458 shares; 2025Q2: 33,836 shares; 2025Q3: 34,036 shares; 2025Q4: 31,382 shares; 2026Q1: 32,081 shares 32,081 $1.45M 0.03% +699 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 17,345 shares; 2025Q1: 16,917 shares; 2025Q2: 19,719 shares; 2025Q3: 19,505 shares; 2025Q4: 19,633 shares; 2026Q1: 14,810 shares 14,810 $1.45M 0.03% -4,823 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: 10,070 shares; 2024Q4: 9,844 shares; 2025Q1: 9,854 shares; 2025Q2: 8,677 shares; 2025Q3: 9,127 shares; 2025Q4: 9,054 shares; 2026Q1: 18,176 shares 18,176 $1.45M 0.03% +9,122 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,883 shares; 2025Q1: 5,951 shares; 2025Q2: 6,408 shares; 2025Q3: 7,532 shares; 2025Q4: 12,295 shares; 2026Q1: 12,744 shares 12,744 $1.44M 0.03% +449 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,753 shares; 2024Q4: 11,413 shares; 2025Q1: 11,565 shares; 2025Q2: 11,700 shares; 2025Q3: 9,047 shares; 2025Q4: 9,076 shares; 2026Q1: 9,233 shares 9,233 $1.44M 0.03% +157 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to 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: 24,431 shares 24,431 $1.41M 0.03% new 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: 5,636 shares; 2024Q4: 5,628 shares; 2025Q1: 5,579 shares; 2025Q2: 5,412 shares; 2025Q3: 5,357 shares; 2025Q4: 5,366 shares; 2026Q1: 5,161 shares 5,161 $1.41M 0.03% -205 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,035 shares; 2024Q4: 10,045 shares; 2025Q1: 10,054 shares; 2025Q2: 8,031 shares; 2025Q3: 8,177 shares; 2025Q4: 8,416 shares; 2026Q1: 8,534 shares 8,534 $1.4M 0.03% +118 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: 11,720 shares; 2024Q4: 12,782 shares; 2025Q1: 13,735 shares; 2025Q2: 14,831 shares; 2025Q3: 18,366 shares; 2025Q4: 17,837 shares; 2026Q1: 16,088 shares 16,088 $1.39M 0.03% -1,749 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 4,365 shares; 2025Q2: 4,222 shares; 2025Q3: 4,795 shares; 2025Q4: 5,124 shares; 2026Q1: 4,639 shares 4,639 $1.39M 0.03% -485 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,170 shares; 2024Q4: 146,133 shares; 2025Q1: 146,133 shares; 2025Q2: 146,133 shares; 2025Q3: 146,133 shares; 2025Q4: 146,133 shares; 2026Q1: 146,197 shares 146,197 $1.36M 0.02% +64 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,597 shares; 2024Q4: 22,323 shares; 2025Q1: 24,008 shares; 2025Q2: 23,530 shares; 2025Q3: 26,309 shares; 2025Q4: 28,554 shares; 2026Q1: 24,546 shares 24,546 $1.36M 0.02% -4,008 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 18,340 shares; 2025Q1: 19,309 shares; 2025Q2: 19,561 shares; 2025Q3: 20,300 shares; 2025Q4: 20,385 shares; 2026Q1: 28,233 shares 28,233 $1.35M 0.02% +7,848 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 3,071 shares; 2025Q3: 2,888 shares; 2025Q4: 2,889 shares; 2026Q1: 2,905 shares 2,905 $1.35M 0.02% +16 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: 51,064 shares; 2024Q4: 51,518 shares; 2025Q1: 56,731 shares; 2025Q2: 61,935 shares; 2025Q3: 68,718 shares; 2025Q4: 76,119 shares; 2026Q1: 20,101 shares 20,101 $1.32M 0.02% -56,018 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,359 shares; 2024Q4: 14,782 shares; 2025Q1: 15,253 shares; 2025Q2: 15,837 shares; 2025Q3: 16,679 shares; 2025Q4: 22,687 shares; 2026Q1: 26,917 shares 26,917 $1.32M 0.02% +4,230 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 14,300 shares; 2025Q1: 14,353 shares; 2025Q2: 13,872 shares; 2025Q3: 12,785 shares; 2025Q4: 17,366 shares; 2026Q1: 14,557 shares 14,557 $1.3M 0.02% -2,809 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,599 shares; 2025Q2: 8,062 shares; 2025Q3: 10,074 shares; 2025Q4: 9,621 shares; 2026Q1: 18,780 shares 18,780 $1.3M 0.02% +9,159 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,757 shares; 2025Q1: 1,797 shares; 2025Q2: 1,858 shares; 2025Q3: 2,800 shares; 2025Q4: 2,795 shares; 2026Q1: 2,716 shares 2,716 $1.29M 0.02% -79 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 26,323 shares; 2025Q1: 38,970 shares; 2025Q2: 23,553 shares; 2025Q3: 22,854 shares; 2025Q4: 22,874 shares; 2026Q1: 23,561 shares 23,561 $1.29M 0.02% +687 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: 241 shares; 2024Q4: 254 shares; 2025Q1: 278 shares; 2025Q2: 270 shares; 2025Q3: 642 shares; 2025Q4: 643 shares; 2026Q1: 304 shares 304 $1.28M 0.02% -339 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: 2,276 shares; 2024Q4: 1,852 shares; 2025Q1: 1,859 shares; 2025Q2: 1,842 shares; 2025Q3: 2,496 shares; 2025Q4: 9,597 shares; 2026Q1: 10,642 shares 10,642 $1.27M 0.02% +1,045 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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: 15,050 shares; 2026Q1: 13,962 shares 13,962 $1.27M 0.02% -1,088 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: 9,076 shares; 2024Q4: 7,570 shares; 2025Q1: 6,383 shares; 2025Q2: 6,135 shares; 2025Q3: 5,544 shares; 2025Q4: 7,609 shares; 2026Q1: 6,370 shares 6,370 $1.26M 0.02% -1,239 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,929 shares; 2024Q4: 102,992 shares; 2025Q1: 102,930 shares; 2025Q2: 117,574 shares; 2025Q3: 116,481 shares; 2025Q4: 82,881 shares; 2026Q1: 84,236 shares 84,236 $1.26M 0.02% +1,355 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,858 shares; 2024Q4: 8,822 shares; 2025Q1: 9,618 shares; 2025Q2: 9,707 shares; 2025Q3: 10,721 shares; 2025Q4: 10,054 shares; 2026Q1: 10,394 shares 10,394 $1.26M 0.02% +340 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,101 shares; 2024Q4: 53,905 shares; 2025Q1: 53,977 shares; 2025Q2: 56,096 shares; 2025Q3: 59,854 shares; 2025Q4: 61,320 shares; 2026Q1: 59,780 shares 59,780 $1.26M 0.02% -1,540 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 7,014 shares; 2025Q1: 7,080 shares; 2025Q2: 8,367 shares; 2025Q3: 10,115 shares; 2025Q4: 9,578 shares; 2026Q1: 8,304 shares 8,304 $1.25M 0.02% -1,274 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: 21,866 shares; 2024Q4: 16,564 shares; 2025Q1: 12,646 shares; 2025Q2: 12,577 shares; 2025Q3: 12,125 shares; 2025Q4: 11,412 shares; 2026Q1: 11,307 shares 11,307 $1.25M 0.02% -105 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,052 shares; 2024Q4: 14,992 shares; 2025Q1: 14,307 shares; 2025Q2: 14,115 shares; 2025Q3: 19,856 shares; 2025Q4: 19,671 shares; 2026Q1: 20,309 shares 20,309 $1.24M 0.02% +638 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 14,062 shares; 2025Q1: 14,034 shares; 2025Q2: 13,974 shares; 2025Q3: 15,160 shares; 2025Q4: 14,384 shares; 2026Q1: 14,824 shares 14,824 $1.24M 0.02% +440 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,267 shares; 2025Q4: 4,269 shares; 2026Q1: 4,495 shares 4,495 $1.23M 0.02% +226 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: 13,630 shares; 2025Q4: 24,300 shares; 2026Q1: 24,300 shares 24,300 $1.23M 0.02% 0 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,914 shares; 2025Q1: 31,167 shares; 2025Q2: 31,043 shares; 2025Q3: 30,768 shares; 2025Q4: 30,447 shares; 2026Q1: 37,405 shares 37,405 $1.22M 0.02% +6,958 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 3,233 shares; 2025Q1: 3,245 shares; 2025Q2: 3,445 shares; 2025Q3: 4,430 shares; 2025Q4: 4,417 shares; 2026Q1: 4,445 shares 4,445 $1.22M 0.02% +28 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 1,923 shares; 2025Q3: 2,089 shares; 2025Q4: 7,216 shares; 2026Q1: 8,949 shares 8,949 $1.22M 0.02% +1,733 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,264 shares; 2026Q1: 19,273 shares 19,273 $1.22M 0.02% +2,009 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 10,598 shares; 2025Q1: 10,808 shares; 2025Q2: 15,337 shares; 2025Q3: 13,380 shares; 2025Q4: 7,896 shares; 2026Q1: 7,012 shares 7,012 $1.22M 0.02% -884 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 7,761 shares; 2025Q1: 8,065 shares; 2025Q2: 7,310 shares; 2025Q3: 6,884 shares; 2025Q4: 6,690 shares; 2026Q1: 6,941 shares 6,941 $1.21M 0.02% +251 Timeline SPHD 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: 24,763 shares; 2024Q4: 23,921 shares; 2025Q1: 24,421 shares; 2025Q2: 26,072 shares; 2025Q3: 25,540 shares; 2025Q4: 25,103 shares; 2026Q1: 24,424 shares 24,424 $1.21M 0.02% -679 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,313 shares; 2024Q4: 34,037 shares; 2025Q1: 34,301 shares; 2025Q2: 38,700 shares; 2025Q3: 41,653 shares; 2025Q4: 40,364 shares; 2026Q1: 42,017 shares 42,017 $1.21M 0.02% +1,653 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,056 shares; 2024Q4: 25,494 shares; 2025Q1: 22,973 shares; 2025Q2: 22,548 shares; 2025Q3: 19,971 shares; 2025Q4: 19,883 shares; 2026Q1: 20,126 shares 20,126 $1.21M 0.02% +243 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: 20,126 shares; 2024Q4: 20,520 shares; 2025Q1: 20,241 shares; 2025Q2: 21,403 shares; 2025Q3: 21,988 shares; 2025Q4: 22,274 shares; 2026Q1: 23,080 shares 23,080 $1.2M 0.02% +806 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,474 shares; 2025Q1: 16,484 shares; 2025Q2: 15,576 shares; 2025Q3: 16,114 shares; 2025Q4: 16,320 shares; 2026Q1: 16,114 shares 16,114 $1.2M 0.02% -206 Timeline HISF 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: 23,954 shares; 2024Q4: 24,147 shares; 2025Q1: 24,362 shares; 2025Q2: 25,335 shares; 2025Q3: 27,181 shares; 2025Q4: 27,572 shares; 2026Q1: 26,792 shares 26,792 $1.19M 0.02% -780 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: 3,503 shares; 2024Q4: 3,819 shares; 2025Q1: 3,599 shares; 2025Q2: 3,611 shares; 2025Q3: 3,961 shares; 2025Q4: 4,154 shares; 2026Q1: 4,251 shares 4,251 $1.19M 0.02% +97 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 621 shares; 2025Q4: 1,178 shares; 2026Q1: 860 shares 860 $1.19M 0.02% -318 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 2,883 shares; 2026Q1: 1,830 shares 1,830 $1.16M 0.02% -1,053 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 4,879 shares; 2025Q1: 4,872 shares; 2025Q2: 4,868 shares; 2025Q3: 5,060 shares; 2025Q4: 5,196 shares; 2026Q1: 4,701 shares 4,701 $1.16M 0.02% -495 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 6,942 shares; 2025Q1: 6,848 shares; 2025Q2: 8,318 shares; 2025Q3: 10,214 shares; 2025Q4: 11,561 shares; 2026Q1: 12,094 shares 12,094 $1.16M 0.02% +533 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,562 shares 59,562 $1.16M 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,515 shares; 2025Q1: 11,526 shares; 2025Q2: 11,897 shares; 2025Q3: 11,847 shares; 2025Q4: 13,108 shares; 2026Q1: 12,688 shares 12,688 $1.15M 0.02% -420 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,501 shares; 2025Q1: 11,181 shares; 2025Q2: 10,890 shares; 2025Q3: 7,301 shares; 2025Q4: 5,609 shares; 2026Q1: 4,708 shares 4,708 $1.14M 0.02% -901 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: 15,259 shares; 2024Q4: 14,654 shares; 2025Q1: 12,626 shares; 2025Q2: 12,597 shares; 2025Q3: 11,378 shares; 2025Q4: 13,050 shares; 2026Q1: 12,513 shares 12,513 $1.14M 0.02% -537 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,805 shares; 2024Q4: 301,061 shares; 2025Q1: 23,058 shares; 2025Q2: 24,382 shares; 2025Q3: 23,873 shares; 2025Q4: 23,653 shares; 2026Q1: 17,009 shares 17,009 $1.14M 0.02% -6,644 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: 35,786 shares; 2024Q4: 35,168 shares; 2025Q1: 24,653 shares; 2025Q2: 24,660 shares; 2025Q3: 25,552 shares; 2025Q4: 26,791 shares; 2026Q1: 27,766 shares 27,766 $1.14M 0.02% +975 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 21,968 shares; 2025Q1: 20,609 shares; 2025Q2: 20,363 shares; 2025Q3: 12,142 shares; 2025Q4: 10,979 shares; 2026Q1: 15,072 shares 15,072 $1.14M 0.02% +4,093 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,383 shares; 2025Q1: 9,049 shares; 2025Q2: 8,391 shares; 2025Q3: 7,996 shares; 2025Q4: 7,642 shares; 2026Q1: 7,713 shares 7,713 $1.13M 0.02% +71 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,881 shares; 2024Q4: 25,184 shares; 2025Q1: 23,489 shares; 2025Q2: 22,256 shares; 2025Q3: 21,938 shares; 2025Q4: 22,110 shares; 2026Q1: 22,264 shares 22,264 $1.13M 0.02% +154 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 805 shares; 2025Q1: 797 shares; 2025Q2: 1,047 shares; 2025Q3: 1,148 shares; 2025Q4: 1,179 shares; 2026Q1: 1,256 shares 1,256 $1.12M 0.02% +77 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 45,500 shares; 2026Q1: 45,000 shares 45,000 $1.12M 0.02% -500 Timeline