IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520,492 shares; 2024Q4: 4,336,753 shares; 2025Q1: 4,528,761 shares; 2025Q2: 4,362,545 shares; 2025Q3: 4,327,186 shares; 2025Q4: 4,354,541 shares; 2026Q1: 4,545,590 shares 4,545,590 $825M 12.88% +191,049 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: 509,605 shares; 2024Q4: 557,134 shares; 2025Q1: 525,628 shares; 2025Q2: 781,415 shares; 2025Q3: 815,540 shares; 2025Q4: 834,677 shares; 2026Q1: 823,347 shares 823,347 $574M 8.97% -11,330 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: 1,210,009 shares; 2024Q4: 1,356,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656,686 shares; 2025Q4: 3,329,405 shares; 2026Q1: 3,871,015 shares 3,871,015 $514M 8.03% +541,610 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750,740 shares; 2024Q4: 1,817,144 shares; 2025Q1: 1,809,096 shares; 2025Q2: 1,966,879 shares; 2025Q3: 1,998,409 shares; 2025Q4: 2,000,839 shares; 2026Q1: 2,005,336 shares 2,005,336 $361M 5.63% +4,497 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877,890 shares; 2024Q4: 878,297 shares; 2025Q1: 893,994 shares; 2025Q2: 909,939 shares; 2025Q3: 923,559 shares; 2025Q4: 971,306 shares; 2026Q1: 1,007,346 shares 1,007,346 $315M 4.91% +36,040 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485,597 shares; 2024Q4: 1,498,423 shares; 2025Q1: 1,458,362 shares; 2025Q2: 1,578,792 shares; 2025Q3: 1,604,990 shares; 2025Q4: 3,267,785 shares; 2026Q1: 2,427,091 shares 2,427,091 $265M 4.13% -840,694 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: 8,666,906 shares; 2024Q4: 8,851,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,078,273 shares; 2025Q4: 10,091,183 shares; 2026Q1: 5,005,371 shares 5,005,371 $247M 3.86% -5,085,812 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: 1,066,656 shares; 2024Q4: 1,004,136 shares; 2025Q1: 1,028,427 shares; 2025Q2: 1,346,108 shares; 2025Q3: 1,323,058 shares; 2025Q4: 1,238,206 shares; 2026Q1: 883,217 shares 883,217 $241M 3.76% -354,989 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123,061 shares; 2024Q4: 1,184,343 shares; 2025Q1: 1,215,977 shares; 2025Q2: 1,376,276 shares; 2025Q3: 1,416,698 shares; 2025Q4: 1,506,042 shares; 2026Q1: 1,623,706 shares 1,623,706 $196M 3.06% +117,664 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: 990,784 shares; 2024Q4: 998,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191,511 shares; 2025Q4: 1,171,551 shares; 2026Q1: 1,180,767 shares 1,180,767 $191M 2.98% +9,216 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473,397 shares; 2024Q4: 1,502,984 shares; 2025Q1: 1,633,712 shares; 2025Q2: 1,628,576 shares; 2025Q3: 1,597,917 shares; 2025Q4: 1,564,101 shares; 2026Q1: 1,646,421 shares 1,646,421 $183M 2.85% +82,320 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,747 shares; 2024Q4: 299,377 shares; 2025Q1: 300,357 shares; 2025Q2: 366,911 shares; 2025Q3: 366,035 shares; 2025Q4: 349,878 shares; 2026Q1: 396,125 shares 396,125 $142M 2.22% +46,247 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: 1,045,232 shares; 2024Q4: 1,147,714 shares; 2025Q1: 1,267,682 shares; 2025Q2: 1,140,688 shares; 2025Q3: 930,062 shares; 2025Q4: 1,022,257 shares; 2026Q1: 961,249 shares 961,249 $141M 2.2% -61,008 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,742 shares; 2024Q4: 510,571 shares; 2025Q1: 648,435 shares; 2025Q2: 595,610 shares; 2025Q3: 602,034 shares; 2025Q4: 589,925 shares; 2026Q1: 1,069,475 shares 1,069,475 $126M 1.96% +479,550 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: 592,530 shares; 2024Q4: 459,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798,027 shares; 2025Q4: 1,651,536 shares; 2026Q1: 1,821,657 shares 1,821,657 $112M 1.74% +170,121 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422,847 shares; 2024Q4: 1,394,312 shares; 2025Q1: 1,929,209 shares; 2025Q2: 946,863 shares; 2025Q3: 922,461 shares; 2025Q4: 887,835 shares; 2026Q1: 1,101,320 shares 1,101,320 $110M 1.72% +213,485 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,456 shares; 2024Q4: 376,649 shares; 2025Q1: 357,782 shares; 2025Q2: 445,234 shares; 2025Q3: 411,614 shares; 2025Q4: 432,639 shares; 2026Q1: 468,988 shares 468,988 $105M 1.64% +36,349 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421,832 shares; 2024Q4: 1,453,605 shares; 2025Q1: 1,486,973 shares; 2025Q2: 1,454,612 shares; 2025Q3: 1,446,813 shares; 2025Q4: 1,452,119 shares; 2026Q1: 1,459,665 shares 1,459,665 $94.5M 1.48% +7,546 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,293 shares; 2024Q4: 833,422 shares; 2025Q1: 974,216 shares; 2025Q2: 1,027,290 shares; 2025Q3: 994,533 shares; 2025Q4: 975,283 shares; 2026Q1: 957,813 shares 957,813 $92.8M 1.45% -17,470 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056,580 shares; 2024Q4: 1,029,931 shares; 2025Q1: 1,178,161 shares; 2025Q2: 1,192,591 shares; 2025Q3: 1,160,872 shares; 2025Q4: 945,480 shares; 2026Q1: 946,132 shares 946,132 $77.6M 1.21% +652 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881,033 shares; 2024Q4: 967,333 shares; 2025Q1: 956,517 shares; 2025Q2: 675,718 shares; 2025Q3: 700,285 shares; 2025Q4: 698,265 shares; 2026Q1: 1,068,453 shares 1,068,453 $65.9M 1.03% +370,188 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: 427,029 shares; 2024Q4: 440,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618,903 shares; 2025Q4: 1,239,292 shares; 2026Q1: 1,428,807 shares 1,428,807 $65.6M 1.02% +189,515 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,717 shares; 2024Q4: 222,050 shares; 2025Q1: 318,625 shares; 2025Q2: 399,185 shares; 2025Q3: 398,705 shares; 2025Q4: 386,394 shares; 2026Q1: 533,933 shares 533,933 $61.3M 0.96% +147,539 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,670 shares; 2024Q4: 369,936 shares; 2025Q1: 386,629 shares; 2025Q2: 330,346 shares; 2025Q3: 346,193 shares; 2025Q4: 349,241 shares; 2026Q1: 354,019 shares 354,019 $61.3M 0.96% +4,778 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: 207,056 shares; 2024Q4: 234,582 shares; 2025Q1: 242,877 shares; 2025Q2: 341,286 shares; 2025Q3: 334,145 shares; 2025Q4: 332,013 shares; 2026Q1: 385,643 shares 385,643 $56.9M 0.89% +53,630 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,014 shares; 2024Q4: 458,665 shares; 2025Q1: 455,420 shares; 2025Q2: 459,832 shares; 2025Q3: 458,681 shares; 2025Q4: 454,813 shares; 2026Q1: 436,338 shares 436,338 $50.7M 0.79% -18,475 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,375 shares; 2024Q4: 336,882 shares; 2025Q1: 364,721 shares; 2025Q2: 448,710 shares; 2025Q3: 474,244 shares; 2025Q4: 897,925 shares; 2026Q1: 994,369 shares 994,369 $49.7M 0.78% +96,444 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: 9,050 shares; 2024Q4: 9,351 shares; 2025Q1: 56,516 shares; 2025Q2: 378,734 shares; 2025Q3: 371,502 shares; 2025Q4: 371,801 shares; 2026Q1: 368,785 shares 368,785 $43.7M 0.68% -3,016 Timeline GXPS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756,151 shares; 2025Q4: 1,249,428 shares; 2026Q1: 1,633,092 shares 1,633,092 $43M 0.67% +383,664 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,903 shares; 2024Q4: 157,189 shares; 2025Q1: 178,291 shares; 2025Q2: 190,141 shares; 2025Q3: 195,671 shares; 2025Q4: 211,596 shares; 2026Q1: 213,276 shares 213,276 $42.3M 0.66% +1,680 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,014 shares; 2024Q4: 132,052 shares; 2025Q1: 151,632 shares; 2025Q2: 140,906 shares; 2025Q3: 146,679 shares; 2025Q4: 162,844 shares; 2026Q1: 170,321 shares 170,321 $38.4M 0.6% +7,477 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: 193,186 shares; 2024Q4: 239,556 shares; 2025Q1: 252,083 shares; 2025Q2: 275,976 shares; 2025Q3: 278,350 shares; 2025Q4: 385,146 shares; 2026Q1: 414,124 shares 414,124 $36.7M 0.57% +28,978 Timeline FEZ 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: 431,499 shares; 2024Q4: 429,415 shares; 2025Q1: 411,243 shares; 2025Q2: 415,640 shares; 2025Q3: 429,002 shares; 2025Q4: 434,837 shares; 2026Q1: 571,784 shares 571,784 $35.5M 0.55% +136,947 Timeline TRUC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,428,576 shares 1,428,576 $34.5M 0.54% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,512 shares; 2024Q4: 301,863 shares; 2025Q1: 289,456 shares; 2025Q2: 272,976 shares; 2025Q3: 300,666 shares; 2025Q4: 324,803 shares; 2026Q1: 348,928 shares 348,928 $33.6M 0.52% +24,125 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475,755 shares; 2025Q4: 1,650,100 shares; 2026Q1: 1,386,695 shares 1,386,695 $33.2M 0.52% -263,405 Timeline GXPT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522,821 shares; 2025Q4: 1,780,694 shares; 2026Q1: 1,323,400 shares 1,323,400 $32.8M 0.51% -457,294 Timeline EEMA 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: 160,900 shares; 2024Q4: 165,287 shares; 2025Q1: 171,736 shares; 2025Q2: 194,413 shares; 2025Q3: 202,793 shares; 2025Q4: 230,654 shares; 2026Q1: 340,177 shares 340,177 $32.6M 0.51% +109,523 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616,087 shares; 2024Q4: 607,810 shares; 2025Q1: 686,521 shares; 2025Q2: 770,487 shares; 2025Q3: 883,974 shares; 2025Q4: 701,112 shares; 2026Q1: 783,471 shares 783,471 $32M 0.5% +82,359 Timeline EZU 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: 393,789 shares; 2024Q4: 377,337 shares; 2025Q1: 392,794 shares; 2025Q2: 413,176 shares; 2025Q3: 453,931 shares; 2025Q4: 487,219 shares; 2026Q1: 503,662 shares 503,662 $31.5M 0.49% +16,443 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,391 shares; 2024Q4: 136,462 shares; 2025Q1: 214,564 shares; 2025Q2: 305,036 shares; 2025Q3: 300,762 shares; 2025Q4: 295,907 shares; 2026Q1: 365,312 shares 365,312 $30.3M 0.47% +69,405 Timeline EWJ 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: 239,279 shares; 2024Q4: 236,201 shares; 2025Q1: 242,425 shares; 2025Q2: 221,874 shares; 2025Q3: 242,896 shares; 2025Q4: 262,608 shares; 2026Q1: 316,151 shares 316,151 $26.7M 0.42% +53,543 Timeline GXPD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573,938 shares; 2025Q4: 549,694 shares; 2026Q1: 1,095,893 shares 1,095,893 $26.2M 0.41% +546,199 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,853 shares; 2024Q4: 47,829 shares; 2025Q1: 105,817 shares; 2025Q2: 107,309 shares; 2025Q3: 105,300 shares; 2025Q4: 101,008 shares; 2026Q1: 141,491 shares 141,491 $25.6M 0.4% +40,483 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471,503 shares; 2024Q4: 1,472,907 shares; 2025Q1: 1,559,214 shares; 2025Q2: 1,575,322 shares; 2025Q3: 1,576,820 shares; 2025Q4: 347,875 shares; 2026Q1: 319,027 shares 319,027 $22.3M 0.35% -28,848 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: 63,114 shares; 2024Q4: 64,201 shares; 2025Q1: 60,793 shares; 2025Q2: 45,228 shares; 2025Q3: 41,364 shares; 2025Q4: 37,900 shares; 2026Q1: 37,579 shares 37,579 $21.7M 0.34% -321 Timeline TRUD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,901 shares; 2025Q4: 706,906 shares; 2026Q1: 844,145 shares 844,145 $20M 0.31% +137,239 Timeline RSPT 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: 740,668 shares; 2024Q4: 613,614 shares; 2025Q1: 468,522 shares; 2025Q2: 486,524 shares; 2025Q3: 470,968 shares; 2025Q4: 428,380 shares; 2026Q1: 412,510 shares 412,510 $18.7M 0.29% -15,870 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679,280 shares; 2025Q4: 1,503,865 shares; 2026Q1: 638,711 shares 638,711 $17.6M 0.27% -865,154 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: 102,464 shares; 2024Q4: 103,336 shares; 2025Q1: 123,572 shares; 2025Q2: 122,202 shares; 2025Q3: 48,771 shares; 2025Q4: 50,339 shares; 2026Q1: 62,734 shares 62,734 $15.9M 0.25% +12,395 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,442 shares; 2024Q4: 319,942 shares; 2025Q1: 308,185 shares; 2025Q2: 310,212 shares; 2025Q3: 291,683 shares; 2025Q4: 276,815 shares; 2026Q1: 266,562 shares 266,562 $15.8M 0.25% -10,253 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,537 shares; 2024Q4: 170,409 shares; 2025Q1: 186,008 shares; 2025Q2: 202,604 shares; 2025Q3: 228,380 shares; 2025Q4: 259,787 shares; 2026Q1: 328,280 shares 328,280 $15M 0.23% +68,493 Timeline EWC 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: 138,114 shares; 2024Q4: 128,925 shares; 2025Q1: 133,911 shares; 2025Q2: 140,541 shares; 2025Q3: 166,038 shares; 2025Q4: 183,903 shares; 2026Q1: 240,663 shares 240,663 $13.2M 0.21% +56,760 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,007 shares; 2024Q4: 298,613 shares; 2025Q1: 301,931 shares; 2025Q2: 306,221 shares; 2025Q3: 303,690 shares; 2025Q4: 303,517 shares; 2026Q1: 65,243 shares 65,243 $11.5M 0.18% -238,274 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: 19,754 shares; 2024Q4: 21,248 shares; 2025Q1: 31,741 shares; 2025Q2: 32,064 shares; 2025Q3: 32,494 shares; 2025Q4: 32,264 shares; 2026Q1: 30,299 shares 30,299 $11.2M 0.18% -1,965 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: 89,125 shares; 2024Q4: 96,351 shares; 2025Q1: 91,400 shares; 2025Q2: 124,351 shares; 2025Q3: 128,702 shares; 2025Q4: 133,588 shares; 2026Q1: 154,351 shares 154,351 $10.6M 0.17% +20,763 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 37,823 shares; 2025Q1: 66,203 shares; 2025Q2: 60,676 shares; 2025Q3: 54,684 shares; 2025Q4: 53,829 shares; 2026Q1: 52,156 shares 52,156 $9.72M 0.15% -1,673 Timeline FLGB 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: 209,657 shares; 2024Q4: 238,551 shares; 2025Q1: 223,204 shares; 2025Q2: 233,668 shares; 2025Q3: 240,828 shares; 2025Q4: 233,307 shares; 2026Q1: 254,950 shares 254,950 $8.86M 0.14% +21,643 Timeline FXU 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: 233,817 shares; 2024Q4: 221,250 shares; 2025Q1: 202,370 shares; 2025Q2: 197,755 shares; 2025Q3: 182,180 shares; 2025Q4: 172,215 shares; 2026Q1: 171,978 shares 171,978 $8.53M 0.13% -237 Timeline BBCA 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: 73,774 shares; 2024Q4: 76,869 shares; 2025Q1: 74,078 shares; 2025Q2: 77,856 shares; 2025Q3: 78,768 shares; 2025Q4: 84,362 shares; 2026Q1: 90,354 shares 90,354 $8.5M 0.13% +5,992 Timeline FLSW 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: 176,641 shares; 2024Q4: 190,397 shares; 2025Q1: 181,063 shares; 2025Q2: 186,601 shares; 2025Q3: 189,951 shares; 2025Q4: 183,433 shares; 2026Q1: 206,046 shares 206,046 $8.36M 0.13% +22,613 Timeline EWL 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: 80,178 shares; 2024Q4: 67,309 shares; 2025Q1: 73,815 shares; 2025Q2: 77,515 shares; 2025Q3: 92,873 shares; 2025Q4: 109,265 shares; 2026Q1: 131,951 shares 131,951 $7.76M 0.12% +22,686 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: 11,990 shares; 2024Q4: 12,858 shares; 2025Q1: 12,157 shares; 2025Q2: 11,864 shares; 2025Q3: 12,691 shares; 2025Q4: 12,734 shares; 2026Q1: 11,909 shares 11,909 $7.74M 0.12% -825 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,124 shares; 2024Q4: 396,551 shares; 2025Q1: 413,478 shares; 2025Q2: 437,175 shares; 2025Q3: 435,968 shares; 2025Q4: 71,184 shares; 2026Q1: 80,699 shares 80,699 $7.63M 0.12% +9,515 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: 6,933 shares; 2024Q4: 5,062 shares; 2025Q1: 6,961 shares; 2025Q2: 6,722 shares; 2025Q3: 7,408 shares; 2025Q4: 7,488 shares; 2026Q1: 7,200 shares 7,200 $6.62M 0.1% -288 Timeline FXH 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: 178,253 shares; 2024Q4: 172,947 shares; 2025Q1: 161,227 shares; 2025Q2: 59,735 shares; 2025Q3: 58,316 shares; 2025Q4: 56,505 shares; 2026Q1: 54,342 shares 54,342 $5.97M 0.09% -2,163 Timeline FLAX 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: 145,645 shares; 2024Q4: 135,425 shares; 2025Q1: 139,867 shares; 2025Q2: 166,983 shares; 2025Q3: 167,838 shares; 2025Q4: 174,565 shares; 2026Q1: 187,839 shares 187,839 $5.74M 0.09% +13,274 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,006 shares; 2024Q4: 33,218 shares; 2025Q1: 33,397 shares; 2025Q2: 31,101 shares; 2025Q3: 25,688 shares; 2025Q4: 25,237 shares; 2026Q1: 32,494 shares 32,494 $5.67M 0.09% +7,257 Timeline EWA 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: 160,950 shares; 2024Q4: 150,452 shares; 2025Q1: 139,693 shares; 2025Q2: 119,497 shares; 2025Q3: 137,134 shares; 2025Q4: 141,424 shares; 2026Q1: 200,422 shares 200,422 $5.56M 0.09% +58,998 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,616 shares; 2025Q1: 102,445 shares; 2025Q2: 87,573 shares; 2025Q3: 47,105 shares; 2025Q4: 45,737 shares; 2026Q1: 57,972 shares 57,972 $5.42M 0.08% +12,235 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: 8,657 shares; 2024Q4: 9,998 shares; 2025Q1: 10,410 shares; 2025Q2: 10,014 shares; 2025Q3: 9,779 shares; 2025Q4: 9,394 shares; 2026Q1: 8,810 shares 8,810 $5.26M 0.08% -584 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: 5,221 shares; 2024Q4: 3,455 shares; 2025Q1: 5,155 shares; 2025Q2: 5,156 shares; 2025Q3: 5,016 shares; 2025Q4: 5,055 shares; 2026Q1: 4,893 shares 4,893 $4.88M 0.08% -162 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,084 shares; 2024Q4: 139,262 shares; 2025Q1: 141,452 shares; 2025Q2: 96,384 shares; 2025Q3: 90,580 shares; 2025Q4: 83,013 shares; 2026Q1: 83,127 shares 83,127 $4.79M 0.07% +114 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: 73,609 shares; 2024Q4: 73,855 shares; 2025Q1: 72,395 shares; 2025Q2: 71,567 shares; 2025Q3: 69,875 shares; 2025Q4: 68,365 shares; 2026Q1: 68,967 shares 68,967 $4.7M 0.07% +602 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,877 shares; 2024Q4: 28,034 shares; 2025Q1: 24,658 shares; 2025Q2: 25,785 shares; 2025Q3: 23,598 shares; 2025Q4: 24,522 shares; 2026Q1: 21,524 shares 21,524 $4.48M 0.07% -2,998 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: 11,779 shares; 2024Q4: 12,094 shares; 2025Q1: 19,461 shares; 2025Q2: 19,850 shares; 2025Q3: 19,317 shares; 2025Q4: 18,067 shares; 2026Q1: 15,425 shares 15,425 $4.44M 0.07% -2,642 Timeline BBAX 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: 50,458 shares; 2024Q4: 54,531 shares; 2025Q1: 60,686 shares; 2025Q2: 60,238 shares; 2025Q3: 61,673 shares; 2025Q4: 68,452 shares; 2026Q1: 70,196 shares 70,196 $4.17M 0.07% +1,744 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: 14,578 shares; 2024Q4: 12,491 shares; 2025Q1: 13,811 shares; 2025Q2: 13,542 shares; 2025Q3: 14,163 shares; 2025Q4: 14,819 shares; 2026Q1: 13,341 shares 13,341 $3.92M 0.06% -1,478 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: 5,228 shares; 2024Q4: 7,336 shares; 2025Q1: 6,971 shares; 2025Q2: 6,089 shares; 2025Q3: 5,220 shares; 2025Q4: 5,383 shares; 2026Q1: 5,724 shares 5,724 $3.74M 0.06% +341 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,192 shares; 2024Q4: 23,795 shares; 2025Q1: 22,563 shares; 2025Q2: 29,336 shares; 2025Q3: 30,575 shares; 2025Q4: 30,392 shares; 2026Q1: 50,501 shares 50,501 $3.55M 0.06% +20,109 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,003 shares; 2024Q4: 134,183 shares; 2025Q1: 131,753 shares; 2025Q2: 129,776 shares; 2025Q3: 125,985 shares; 2025Q4: 125,521 shares; 2026Q1: 115,541 shares 115,541 $3.49M 0.05% -9,980 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,437 shares; 2024Q4: 84,164 shares; 2025Q1: 84,164 shares; 2025Q2: 84,101 shares; 2025Q3: 84,101 shares; 2025Q4: 86,325 shares; 2026Q1: 86,325 shares 86,325 $3.39M 0.05% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 8,018 shares; 2025Q1: 8,013 shares; 2025Q2: 8,139 shares; 2025Q3: 8,191 shares; 2025Q4: 8,562 shares; 2026Q1: 10,735 shares 10,735 $3.32M 0.05% +2,173 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: 6,235 shares; 2024Q4: 6,822 shares; 2025Q1: 7,005 shares; 2025Q2: 7,243 shares; 2025Q3: 7,238 shares; 2025Q4: 7,296 shares; 2026Q1: 7,592 shares 7,592 $3.32M 0.05% +296 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: 6,600 shares; 2024Q4: 5,663 shares; 2025Q1: 6,665 shares; 2025Q2: 6,686 shares; 2025Q3: 6,672 shares; 2025Q4: 6,554 shares; 2026Q1: 6,872 shares 6,872 $3.29M 0.05% +318 Timeline KBWB 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: 53,048 shares; 2024Q4: 45,501 shares; 2025Q1: 42,132 shares; 2025Q2: 49,132 shares; 2025Q3: 45,945 shares; 2025Q4: 44,367 shares; 2026Q1: 41,192 shares 41,192 $3.26M 0.05% -3,175 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,088 shares; 2024Q4: 15,299 shares; 2025Q1: 28,810 shares; 2025Q2: 34,220 shares; 2025Q3: 44,485 shares; 2025Q4: 60,832 shares; 2026Q1: 91,636 shares 91,636 $3.25M 0.05% +30,804 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: 4,864 shares; 2024Q4: 4,925 shares; 2025Q1: 8,212 shares; 2025Q2: 8,039 shares; 2025Q3: 7,678 shares; 2025Q4: 7,739 shares; 2026Q1: 8,604 shares 8,604 $3.2M 0.05% +865 Timeline FXR 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: 3,879 shares; 2024Q4: 10,256 shares; 2025Q1: 9,760 shares; 2025Q2: 42,364 shares; 2025Q3: 41,445 shares; 2025Q4: 40,308 shares; 2026Q1: 38,900 shares 38,900 $3.18M 0.05% -1,408 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: 21,827 shares; 2024Q4: 22,515 shares; 2025Q1: 26,476 shares; 2025Q2: 27,280 shares; 2025Q3: 27,107 shares; 2025Q4: 27,046 shares; 2026Q1: 27,665 shares 27,665 $3.13M 0.05% +619 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: 14,269 shares; 2024Q4: 14,577 shares; 2025Q1: 14,445 shares; 2025Q2: 13,454 shares; 2025Q3: 13,012 shares; 2025Q4: 13,282 shares; 2026Q1: 13,301 shares 13,301 $2.81M 0.04% +19 Timeline RSPF 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: 55,377 shares; 2024Q4: 54,344 shares; 2025Q1: 40,818 shares; 2025Q2: 41,204 shares; 2025Q3: 40,122 shares; 2025Q4: 39,698 shares; 2026Q1: 39,208 shares 39,208 $2.8M 0.04% -490 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,930 shares; 2025Q1: 9,365 shares; 2025Q2: 7,753 shares; 2025Q3: 6,675 shares; 2025Q4: 9,001 shares; 2026Q1: 9,087 shares 9,087 $2.61M 0.04% +86 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: 3,638 shares; 2024Q4: 4,263 shares; 2025Q1: 5,428 shares; 2025Q2: 5,978 shares; 2025Q3: 6,393 shares; 2025Q4: 6,323 shares; 2026Q1: 5,962 shares 5,962 $2.54M 0.04% -361 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: 9,167 shares; 2024Q4: 12,447 shares; 2025Q1: 11,223 shares; 2025Q2: 9,485 shares; 2025Q3: 8,416 shares; 2025Q4: 9,764 shares; 2026Q1: 10,557 shares 10,557 $2.27M 0.04% +793 Timeline FLJP 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: 37,225 shares; 2024Q4: 31,212 shares; 2025Q1: 34,787 shares; 2025Q2: 50,151 shares; 2025Q3: 50,413 shares; 2025Q4: 57,695 shares; 2026Q1: 61,719 shares 61,719 $2.23M 0.03% +4,024 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: 29,808 shares; 2024Q4: 30,748 shares; 2025Q1: 27,374 shares; 2025Q2: 26,038 shares; 2025Q3: 27,755 shares; 2025Q4: 27,033 shares; 2026Q1: 26,581 shares 26,581 $2.19M 0.03% -452 Timeline VONE 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: 7,361 shares; 2024Q4: 7,361 shares; 2025Q1: 7,361 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares; 2026Q1: 7,364 shares 7,364 $2.17M 0.03% +3 Timeline EWZ 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: 65,199 shares; 2024Q4: 24,279 shares; 2025Q1: 50,479 shares; 2025Q2: 52,769 shares; 2025Q3: 53,897 shares; 2025Q4: 53,915 shares; 2026Q1: 56,143 shares 56,143 $2.16M 0.03% +2,228 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: 14,405 shares; 2024Q4: 14,839 shares; 2025Q1: 13,963 shares; 2025Q2: 17,245 shares; 2025Q3: 15,060 shares; 2025Q4: 17,558 shares; 2026Q1: 23,191 shares 23,191 $2.1M 0.03% +5,633 Timeline FXZ 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: 5,717 shares; 2024Q4: 40,235 shares; 2025Q1: 4,223 shares; 2025Q2: 28,240 shares; 2025Q3: 27,534 shares; 2025Q4: 27,365 shares; 2026Q1: 27,035 shares 27,035 $2.06M 0.03% -330 Timeline FLCA 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: 44,728 shares; 2024Q4: 45,775 shares; 2025Q1: 45,541 shares; 2025Q2: 46,153 shares; 2025Q3: 42,267 shares; 2025Q4: 42,594 shares; 2026Q1: 41,967 shares 41,967 $2.05M 0.03% -627 Timeline RSPN 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: 51,013 shares; 2024Q4: 49,849 shares; 2025Q1: 38,962 shares; 2025Q2: 40,343 shares; 2025Q3: 38,807 shares; 2025Q4: 37,853 shares; 2026Q1: 35,578 shares 35,578 $2.05M 0.03% -2,275 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,896 shares; 2024Q4: 20,929 shares; 2025Q1: 21,035 shares; 2025Q2: 21,853 shares; 2025Q3: 22,502 shares; 2025Q4: 22,418 shares; 2026Q1: 21,904 shares 21,904 $2.03M 0.03% -514 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: 36,655 shares; 2024Q4: 37,245 shares; 2025Q1: 8,185 shares; 2025Q2: 7,805 shares; 2025Q3: 10,464 shares; 2025Q4: 10,049 shares; 2026Q1: 6,066 shares 6,066 $1.95M 0.03% -3,983 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: 5,807 shares; 2024Q4: 6,279 shares; 2025Q1: 6,322 shares; 2025Q2: 6,172 shares; 2025Q3: 6,216 shares; 2025Q4: 5,255 shares; 2026Q1: 6,313 shares 6,313 $1.81M 0.03% +1,058 Timeline FXG 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: 32,229 shares; 2024Q4: 31,206 shares; 2025Q1: 30,808 shares; 2025Q2: 30,557 shares; 2025Q3: 30,544 shares; 2025Q4: 28,815 shares; 2026Q1: 28,269 shares 28,269 $1.8M 0.03% -546 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: 13,151 shares; 2024Q4: 14,181 shares; 2025Q1: 11,337 shares; 2025Q2: 11,277 shares; 2025Q3: 10,125 shares; 2025Q4: 9,886 shares; 2026Q1: 10,053 shares 10,053 $1.71M 0.03% +167 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: 28,350 shares; 2024Q4: 21,633 shares; 2025Q1: 21,593 shares; 2025Q2: 20,962 shares; 2025Q3: 20,962 shares; 2025Q4: 24,788 shares; 2026Q1: 22,473 shares 22,473 $1.63M 0.03% -2,315 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: 14,328 shares; 2024Q4: 15,529 shares; 2025Q1: 8,321 shares; 2025Q2: 8,617 shares; 2025Q3: 7,888 shares; 2025Q4: 7,797 shares; 2026Q1: 7,786 shares 7,786 $1.53M 0.02% -11 Timeline RSPG 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: 20,353 shares; 2024Q4: 20,199 shares; 2025Q1: 20,187 shares; 2025Q2: 20,156 shares; 2025Q3: 19,333 shares; 2025Q4: 19,007 shares; 2026Q1: 13,811 shares 13,811 $1.51M 0.02% -5,196 Timeline FLAU 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: 13,684 shares; 2024Q4: 14,700 shares; 2025Q1: 14,380 shares; 2025Q2: 42,627 shares; 2025Q3: 42,457 shares; 2025Q4: 45,622 shares; 2026Q1: 45,890 shares 45,890 $1.51M 0.02% +268 Timeline FLBR 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: 25,243 shares; 2024Q4: 122,224 shares; 2025Q1: 64,321 shares; 2025Q2: 63,407 shares; 2025Q3: 62,483 shares; 2025Q4: 61,235 shares; 2026Q1: 60,715 shares 60,715 $1.45M 0.02% -520 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: 2,191 shares; 2024Q4: 2,458 shares; 2025Q1: 2,622 shares; 2025Q2: 2,539 shares; 2025Q3: 2,958 shares; 2025Q4: 5,034 shares; 2026Q1: 4,580 shares 4,580 $1.38M 0.02% -454 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: 2,104 shares; 2024Q4: 2,093 shares; 2025Q1: 2,106 shares; 2025Q2: 2,288 shares; 2025Q3: 2,232 shares; 2025Q4: 1,959 shares; 2026Q1: 2,408 shares 2,408 $1.38M 0.02% +449 Timeline EWUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,756 shares; 2024Q4: 35,429 shares; 2025Q1: 35,963 shares; 2025Q2: 34,768 shares; 2025Q3: 34,703 shares; 2025Q4: 34,703 shares; 2026Q1: 34,703 shares 34,703 $1.37M 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 912 shares; 2025Q1: 928 shares; 2025Q2: 931 shares; 2025Q3: 976 shares; 2025Q4: 10,945 shares; 2026Q1: 14,205 shares 14,205 $1.37M 0.02% +3,260 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: 4,546 shares; 2024Q4: 2,912 shares; 2025Q1: 4,786 shares; 2025Q2: 3,197 shares; 2025Q3: 3,256 shares; 2025Q4: 3,366 shares; 2026Q1: 4,317 shares 4,317 $1.31M 0.02% +951 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: 6,068 shares; 2024Q4: 6,536 shares; 2025Q1: 7,445 shares; 2025Q2: 7,021 shares; 2025Q3: 8,109 shares; 2025Q4: 9,390 shares; 2026Q1: 10,502 shares 10,502 $1.31M 0.02% +1,112 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: 918 shares; 2024Q4: 2,186 shares; 2025Q1: 3,452 shares; 2025Q2: 3,544 shares; 2025Q3: 4,026 shares; 2025Q4: 4,219 shares; 2026Q1: 3,399 shares 3,399 $1.3M 0.02% -820 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: 5,531 shares; 2024Q4: 3,788 shares; 2025Q1: 5,600 shares; 2025Q2: 5,232 shares; 2025Q3: 4,600 shares; 2025Q4: 4,521 shares; 2026Q1: 4,548 shares 4,548 $1.23M 0.02% +27 Timeline GMF 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: 6,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,964 shares; 2026Q1: 8,990 shares 8,990 $1.22M 0.02% +26 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,012 shares; 2025Q1: 12,012 shares; 2025Q2: 11,571 shares; 2025Q3: 9,326 shares; 2025Q4: 9,527 shares; 2026Q1: 9,468 shares 9,468 $1.21M 0.02% -59 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: 7,019 shares; 2024Q4: 3,876 shares; 2025Q1: 6,823 shares; 2025Q2: 6,928 shares; 2025Q3: 7,243 shares; 2025Q4: 7,131 shares; 2026Q1: 9,895 shares 9,895 $1.14M 0.02% +2,764 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: 7,983 shares; 2024Q4: 8,845 shares; 2025Q1: 8,413 shares; 2025Q2: 7,876 shares; 2025Q3: 11,819 shares; 2025Q4: 11,567 shares; 2026Q1: 12,012 shares 12,012 $1.12M 0.02% +445 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: 3,805 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,944 shares; 2025Q3: 4,897 shares; 2025Q4: 4,550 shares; 2026Q1: 4,621 shares 4,621 $1.11M 0.02% +71 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: 7,080 shares; 2024Q4: 7,809 shares; 2025Q1: 9,011 shares; 2025Q2: 8,318 shares; 2025Q3: 7,914 shares; 2025Q4: 7,634 shares; 2026Q1: 8,527 shares 8,527 $1.06M 0.02% +893 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 2,906 shares; 2025Q1: 2,895 shares; 2025Q2: 2,944 shares; 2025Q3: 3,091 shares; 2025Q4: 3,016 shares; 2026Q1: 3,136 shares 3,136 $1.03M 0.02% +120 Timeline RSPC 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: 80,945 shares; 2024Q4: 30,161 shares; 2025Q1: 27,532 shares; 2025Q2: 27,532 shares; 2025Q3: 25,746 shares; 2025Q4: 21,628 shares; 2026Q1: 27,215 shares 27,215 $1.02M 0.02% +5,587 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,405 shares; 2025Q1: 4,327 shares; 2025Q2: 3,900 shares; 2025Q3: 3,908 shares; 2025Q4: 3,932 shares; 2026Q1: 4,058 shares 4,058 $1.01M 0.02% +126 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: 1,635 shares; 2024Q4: 2,239 shares; 2025Q1: 2,398 shares; 2025Q2: 2,361 shares; 2025Q3: 1,918 shares; 2025Q4: 2,285 shares; 2026Q1: 2,827 shares 2,827 $956K 0.01% +542 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,687 shares 1,687 $948K 0.01% new Timeline QLD 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $915K 0.01% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,584 shares; 2025Q1: 1,761 shares; 2025Q2: 1,886 shares; 2025Q3: 2,785 shares; 2025Q4: 2,254 shares; 2026Q1: 3,656 shares 3,656 $894K 0.01% +1,402 Timeline FXD 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: 7,199 shares; 2024Q4: 7,472 shares; 2025Q1: 255,940 shares; 2025Q2: 15,111 shares; 2025Q3: 16,139 shares; 2025Q4: 15,187 shares; 2026Q1: 13,917 shares 13,917 $891K 0.01% -1,270 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,822 shares; 2025Q1: 1,818 shares; 2025Q2: 1,672 shares; 2025Q3: 1,490 shares; 2025Q4: 1,604 shares; 2026Q1: 1,739 shares 1,739 $869K 0.01% +135 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 8,202 shares; 2025Q1: 8,414 shares; 2025Q2: 8,136 shares; 2025Q3: 7,724 shares; 2025Q4: 7,659 shares; 2026Q1: 5,691 shares 5,691 $837K 0.01% -1,968 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,031 shares; 2025Q1: 8,871 shares; 2025Q2: 9,504 shares; 2025Q3: 5,389 shares; 2025Q4: 5,611 shares; 2026Q1: 5,611 shares 5,611 $818K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 5,352 shares; 2025Q1: 4,554 shares; 2025Q2: 3,579 shares; 2025Q3: 3,746 shares; 2025Q4: 4,772 shares; 2026Q1: 4,115 shares 4,115 $794K 0.01% -657 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: 20,588 shares; 2024Q4: 19,733 shares; 2025Q1: 17,564 shares; 2025Q2: 10,508 shares; 2025Q3: 10,518 shares; 2025Q4: 10,071 shares; 2026Q1: 10,083 shares 10,083 $767K 0.01% +12 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: 2,902 shares; 2024Q4: 3,480 shares; 2025Q1: 3,405 shares; 2025Q2: 3,146 shares; 2025Q3: 2,729 shares; 2025Q4: 2,577 shares; 2026Q1: 2,916 shares 2,916 $764K 0.01% +339 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: 5,435 shares; 2024Q4: 6,083 shares; 2025Q1: 3,545 shares; 2025Q2: 2,975 shares; 2025Q3: 3,829 shares; 2025Q4: 4,058 shares; 2026Q1: 3,614 shares 3,614 $748K 0.01% -444 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: 4,284 shares; 2024Q4: 4,364 shares; 2025Q1: 4,455 shares; 2025Q2: 4,820 shares; 2025Q3: 4,742 shares; 2025Q4: 4,728 shares; 2026Q1: 6,811 shares 6,811 $747K 0.01% +2,083 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,775 shares; 2024Q4: 17,554 shares; 2025Q1: 14,740 shares; 2025Q2: 14,852 shares; 2025Q3: 14,903 shares; 2025Q4: 14,032 shares; 2026Q1: 14,812 shares 14,812 $746K 0.01% +780 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: 2,107 shares; 2024Q4: 1,956 shares; 2025Q1: 1,535 shares; 2025Q2: 1,417 shares; 2025Q3: 1,536 shares; 2025Q4: 1,772 shares; 2026Q1: 2,157 shares 2,157 $737K 0.01% +385 Timeline FXL 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 4,998 shares; 2025Q3: 4,991 shares; 2025Q4: 4,991 shares; 2026Q1: 4,475 shares 4,475 $711K 0.01% -516 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: 14,797 shares; 2024Q4: 14,842 shares; 2025Q1: 10,971 shares; 2025Q2: 11,171 shares; 2025Q3: 11,098 shares; 2025Q4: 10,251 shares; 2026Q1: 10,391 shares 10,391 $702K 0.01% +140 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: 2,165 shares; 2024Q4: 1,167 shares; 2025Q1: 2,165 shares; 2025Q2: 2,149 shares; 2025Q3: 2,172 shares; 2025Q4: 2,122 shares; 2026Q1: 2,114 shares 2,114 $695K 0.01% -8 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: not reported; 2024Q4: 4,930 shares; 2025Q1: 4,525 shares; 2025Q2: 3,796 shares; 2025Q3: 4,168 shares; 2025Q4: 4,128 shares; 2026Q1: 4,444 shares 4,444 $689K 0.01% +316 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 7,924 shares; 2025Q1: 8,056 shares; 2025Q2: 7,552 shares; 2025Q3: 7,522 shares; 2025Q4: 6,579 shares; 2026Q1: 6,703 shares 6,703 $674K 0.01% +124 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: 2,374 shares; 2024Q4: 2,338 shares; 2025Q1: 2,299 shares; 2025Q2: 1,973 shares; 2025Q3: 1,748 shares; 2025Q4: 1,880 shares; 2026Q1: 3,110 shares 3,110 $665K 0.01% +1,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 5,675 shares; 2026Q1: 9,330 shares 9,330 $651K 0.01% +3,655 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: 2,279 shares; 2024Q4: 3,465 shares; 2025Q1: 3,299 shares; 2025Q2: 2,924 shares; 2025Q3: 3,505 shares; 2025Q4: 3,543 shares; 2026Q1: 4,158 shares 4,158 $646K 0.01% +615 Timeline RVNU 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: 29,268 shares; 2024Q4: 26,267 shares; 2025Q1: 17,426 shares; 2025Q2: 26,504 shares; 2025Q3: 27,749 shares; 2025Q4: 26,161 shares; 2026Q1: 26,133 shares 26,133 $644K 0.01% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: not reported; 2026Q1: 2,769 shares 2,769 $626K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,895 shares 2,895 $612K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 625 shares; 2025Q4: 677 shares; 2026Q1: 699 shares 699 $610K 0.01% +22 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,325 shares; 2025Q2: 1,302 shares; 2025Q3: 817 shares; 2025Q4: 722 shares; 2026Q1: 2,155 shares 2,155 $602K 0.01% +1,433 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,709 shares; 2024Q4: 10,285 shares; 2025Q1: 9,414 shares; 2025Q2: 9,452 shares; 2025Q3: 7,092 shares; 2025Q4: 7,128 shares; 2026Q1: 7,563 shares 7,563 $600K 0.01% +435 Timeline IBMR ISHARES 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: 16,857 shares; 2025Q2: 26,421 shares; 2025Q3: 25,469 shares; 2025Q4: 24,971 shares; 2026Q1: 23,564 shares 23,564 $597K 0.01% -1,407 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,460 shares; 2026Q1: 1,761 shares 1,761 $595K 0.01% +301 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: not reported; 2024Q4: 4,266 shares; 2025Q1: 4,403 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares; 2026Q1: 3,891 shares 3,891 $587K 0.01% +3 Timeline XTL 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: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,468 shares; 2025Q3: 3,440 shares; 2025Q4: 3,415 shares; 2026Q1: 3,120 shares 3,120 $587K 0.01% -295 Timeline FTEC 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: 10,543 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,264 shares; 2025Q3: 2,155 shares; 2025Q4: 2,638 shares; 2026Q1: 2,753 shares 2,753 $573K 0.01% +115 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: 1,369 shares; 2024Q4: 1,237 shares; 2025Q1: 1,244 shares; 2025Q2: 1,220 shares; 2025Q3: 1,248 shares; 2025Q4: 1,246 shares; 2026Q1: 1,280 shares 1,280 $572K 0.01% +34 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: 568 shares; 2024Q4: 608 shares; 2025Q1: 655 shares; 2025Q2: 732 shares; 2025Q3: 587 shares; 2025Q4: 669 shares; 2026Q1: 803 shares 803 $569K 0.01% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,926 shares; 2026Q1: 1,315 shares 1,315 $566K 0.01% -611 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: 1,449 shares; 2024Q4: 2,908 shares; 2025Q1: 4,058 shares; 2025Q2: 3,804 shares; 2025Q3: 3,859 shares; 2025Q4: 3,599 shares; 2026Q1: 3,520 shares 3,520 $564K 0.01% -79 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: 1,155 shares; 2024Q4: 1,300 shares; 2025Q1: 1,776 shares; 2025Q2: 1,607 shares; 2025Q3: 1,803 shares; 2025Q4: 1,887 shares; 2026Q1: 1,984 shares 1,984 $563K 0.01% +97 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: 2,217 shares; 2024Q4: 3,100 shares; 2025Q1: 2,811 shares; 2025Q2: 2,800 shares; 2025Q3: 2,725 shares; 2025Q4: 2,698 shares; 2026Q1: 3,226 shares 3,226 $559K 0.01% +528 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: 1,216 shares; 2024Q4: 1,233 shares; 2025Q1: 1,251 shares; 2025Q2: 1,234 shares; 2025Q3: 1,247 shares; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares 1,245 $553K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,251 shares; 2026Q1: 5,564 shares 5,564 $545K 0.01% +313 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: 13,351 shares; 2024Q4: 11,289 shares; 2025Q1: 7,454 shares; 2025Q2: 6,931 shares; 2025Q3: 5,688 shares; 2025Q4: 6,562 shares; 2026Q1: 7,021 shares 7,021 $545K 0.01% +459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,446 shares 8,446 $541K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,572 shares; 2025Q3: 7,194 shares; 2025Q4: 7,154 shares; 2026Q1: 7,196 shares 7,196 $541K 0.01% +42 Timeline TQQQ 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: 16,089 shares; 2026Q1: 12,835 shares 12,835 $535K 0.01% -3,254 Timeline FTXN 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: 22,925 shares; 2024Q4: 58,915 shares; 2025Q1: 40,674 shares; 2025Q2: 16,849 shares; 2025Q3: 16,049 shares; 2025Q4: 16,053 shares; 2026Q1: 13,534 shares 13,534 $522K 0.01% -2,519 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: 1,173 shares; 2024Q4: 1,178 shares; 2025Q1: 1,990 shares; 2025Q2: 1,977 shares; 2025Q3: 2,493 shares; 2025Q4: 2,522 shares; 2026Q1: 2,472 shares 2,472 $514K 0.01% -50 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: 13,145 shares; 2024Q4: 12,705 shares; 2025Q1: 11,719 shares; 2025Q2: 11,719 shares; 2025Q3: 9,103 shares; 2025Q4: 8,352 shares; 2026Q1: 8,078 shares 8,078 $505K 0.01% -274 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: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,364 shares; 2025Q2: 1,371 shares; 2025Q3: 2,379 shares; 2025Q4: 2,682 shares; 2026Q1: 2,513 shares 2,513 $500K 0.01% -169 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: 1,537 shares; 2024Q4: 1,252 shares; 2025Q1: 1,919 shares; 2025Q2: 1,249 shares; 2025Q3: 1,898 shares; 2025Q4: 2,036 shares; 2026Q1: 2,029 shares 2,029 $492K 0.01% -7 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: 2,638 shares; 2024Q4: 4,443 shares; 2025Q1: 5,653 shares; 2025Q2: 3,450 shares; 2025Q3: 4,294 shares; 2025Q4: 4,510 shares; 2026Q1: 4,572 shares 4,572 $485K 0.01% +62 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: 4,590 shares; 2024Q4: 4,942 shares; 2025Q1: 1,979 shares; 2025Q2: 2,158 shares; 2025Q3: 2,334 shares; 2025Q4: 2,202 shares; 2026Q1: 3,404 shares 3,404 $485K 0.01% +1,202 Timeline RSPD 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: 16,386 shares; 2024Q4: 16,386 shares; 2025Q1: 10,409 shares; 2025Q2: 9,521 shares; 2025Q3: 9,497 shares; 2025Q4: 9,497 shares; 2026Q1: 9,032 shares 9,032 $483K 0.01% -465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,048 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares 1,346 $480K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,271 shares; 2025Q1: 1,235 shares; 2025Q2: 1,200 shares; 2025Q3: 1,191 shares; 2025Q4: 1,289 shares; 2026Q1: 1,336 shares 1,336 $478K 0.01% +47 Timeline FSTA 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: 14,980 shares; 2024Q4: 15,806 shares; 2025Q1: 14,019 shares; 2025Q2: 11,963 shares; 2025Q3: 5,118 shares; 2025Q4: 8,802 shares; 2026Q1: 8,755 shares 8,755 $458K 0.01% -47 Timeline RSPS 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: 31,790 shares; 2024Q4: 19,125 shares; 2025Q1: 16,770 shares; 2025Q2: 16,622 shares; 2025Q3: 15,472 shares; 2025Q4: 15,472 shares; 2026Q1: 15,472 shares 15,472 $456K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 5,415 shares; 2025Q1: 4,992 shares; 2025Q2: 4,824 shares; 2025Q3: 4,495 shares; 2025Q4: 2,060 shares; 2026Q1: 2,090 shares 2,090 $455K 0.01% +30 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: 1,469 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 928 shares; 2026Q1: 980 shares 980 $454K 0.01% +52 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: 866 shares; 2024Q4: 1,316 shares; 2025Q1: 1,311 shares; 2025Q2: 1,329 shares; 2025Q3: 1,336 shares; 2025Q4: 1,363 shares; 2026Q1: 1,388 shares 1,388 $452K 0.01% +25 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 274 shares; 2026Q1: 300 shares 300 $441K 0.01% +26 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: 835 shares; 2024Q4: 950 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: 868 shares; 2025Q4: 881 shares; 2026Q1: 889 shares 889 $441K 0.01% +8 Timeline FDIS 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: 5,932 shares; 2024Q4: 6,549 shares; 2025Q1: 6,736 shares; 2025Q2: 6,440 shares; 2025Q3: 2,623 shares; 2025Q4: 4,579 shares; 2026Q1: 4,580 shares 4,580 $427K 0.01% +1 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: 2,176 shares; 2024Q4: 2,338 shares; 2025Q1: 2,320 shares; 2025Q2: 1,896 shares; 2025Q3: 1,718 shares; 2025Q4: 2,590 shares; 2026Q1: 3,279 shares 3,279 $422K 0.01% +689 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,655 shares; 2025Q1: 1,673 shares; 2025Q2: 1,651 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,667 shares 1,667 $416K 0.01% +9 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: 4,409 shares; 2024Q4: 5,769 shares; 2025Q1: 5,891 shares; 2025Q2: 5,795 shares; 2025Q3: 5,474 shares; 2025Q4: 5,818 shares; 2026Q1: 5,638 shares 5,638 $410K 0.01% -180 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,115 shares; 2025Q4: 1,092 shares; 2026Q1: 1,889 shares 1,889 $409K 0.01% +797 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: 674 shares; 2024Q4: 675 shares; 2025Q1: 556 shares; 2025Q2: 520 shares; 2025Q3: 527 shares; 2025Q4: 494 shares; 2026Q1: 452 shares 452 $405K 0.01% -42 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $403K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 15,659 shares; 2025Q1: 13,159 shares; 2025Q2: 5,835 shares; 2025Q3: 5,836 shares; 2025Q4: 5,701 shares; 2026Q1: 5,701 shares 5,701 $400K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,318 shares; 2025Q1: 1,484 shares; 2025Q2: 1,349 shares; 2025Q3: 1,324 shares; 2025Q4: 1,519 shares; 2026Q1: 1,283 shares 1,283 $399K 0.01% -236 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,984 shares; 2024Q4: 12,984 shares; 2025Q1: 15,099 shares; 2025Q2: 14,881 shares; 2025Q3: 16,208 shares; 2025Q4: 15,540 shares; 2026Q1: 15,545 shares 15,545 $395K 0.01% +5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 346 shares; 2025Q4: 416 shares; 2026Q1: 458 shares 458 $388K 0.01% +42 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 313 shares; 2025Q4: 432 shares; 2026Q1: 447 shares 447 $387K 0.01% +15 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: 398 shares; 2024Q4: 398 shares; 2025Q1: 442 shares; 2025Q2: 607 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 627 shares 627 $387K 0.01% +8 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: 2,736 shares; 2024Q4: 2,853 shares; 2025Q1: 3,698 shares; 2025Q2: 2,710 shares; 2025Q3: 3,686 shares; 2025Q4: 3,684 shares; 2026Q1: 3,684 shares 3,684 $377K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,622 shares; 2026Q1: 3,127 shares 3,127 $371K 0.01% +505 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: 3,336 shares; 2024Q4: 3,333 shares; 2025Q1: 3,073 shares; 2025Q2: 2,618 shares; 2025Q3: 2,708 shares; 2025Q4: 2,398 shares; 2026Q1: 2,540 shares 2,540 $367K 0.01% +142 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: not reported; 2024Q4: 1,781 shares; 2025Q1: 1,857 shares; 2025Q2: 1,797 shares; 2025Q3: 1,702 shares; 2025Q4: 1,766 shares; 2026Q1: 2,352 shares 2,352 $366K 0.01% +586 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,323 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares 2,248 $358K 0.01% 0 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: 3,564 shares; 2024Q4: 4,973 shares; 2025Q1: 4,298 shares; 2025Q2: 2,958 shares; 2025Q3: 2,882 shares; 2025Q4: 2,836 shares; 2026Q1: 3,637 shares 3,637 $354K 0.01% +801 Timeline EPP 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: 8,605 shares; 2024Q4: 8,309 shares; 2025Q1: 7,465 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,250 shares; 2026Q1: 6,630 shares 6,630 $352K 0.01% -620 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: 1,987 shares; 2024Q4: 2,063 shares; 2025Q1: 2,088 shares; 2025Q2: 2,154 shares; 2025Q3: 2,029 shares; 2025Q4: 2,168 shares; 2026Q1: 2,202 shares 2,202 $352K 0.01% +34 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,965 shares; 2025Q1: 1,974 shares; 2025Q2: 1,877 shares; 2025Q3: 1,688 shares; 2025Q4: 1,780 shares; 2026Q1: 1,632 shares 1,632 $338K 0.01% -148 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: 9,989 shares; 2024Q4: 9,989 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,639 shares; 2025Q4: 8,639 shares; 2026Q1: 8,639 shares 8,639 $336K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 699 shares; 2025Q3: 654 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $323K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 302 shares 302 $322K 0.01% -5 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: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 2,178 shares; 2025Q4: 2,348 shares; 2026Q1: 2,575 shares 2,575 $316K <0.01% +227 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: 748 shares; 2024Q4: 821 shares; 2025Q1: 771 shares; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 738 shares; 2026Q1: 896 shares 896 $315K <0.01% +158 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,572 shares; 2025Q1: 1,503 shares; 2025Q2: 1,190 shares; 2025Q3: 1,414 shares; 2025Q4: 1,479 shares; 2026Q1: 1,576 shares 1,576 $312K <0.01% +97 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 842 shares; 2025Q1: 824 shares; 2025Q2: 963 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 1,110 shares 1,110 $308K <0.01% +264 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares 3,488 $308K <0.01% new 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: 3,114 shares; 2024Q4: 16,608 shares; 2025Q1: 15,342 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 10,206 shares; 2026Q1: 11,441 shares 11,441 $293K <0.01% +1,235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares 2,102 $291K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 289 shares; 2025Q3: 255 shares; 2025Q4: 288 shares; 2026Q1: 302 shares 302 $290K <0.01% +14 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: 4,486 shares; 2024Q4: 4,627 shares; 2025Q1: 3,883 shares; 2025Q2: 3,007 shares; 2025Q3: 2,410 shares; 2025Q4: 2,407 shares; 2026Q1: 2,413 shares 2,413 $290K <0.01% +6 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,284 shares 1,284 $281K <0.01% +277 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: 1,204 shares; 2024Q4: 1,208 shares; 2025Q1: 1,204 shares; 2025Q2: 1,169 shares; 2025Q3: 1,142 shares; 2025Q4: 1,144 shares; 2026Q1: 1,222 shares 1,222 $281K <0.01% +78 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: 2,236 shares; 2024Q4: 10,896 shares; 2025Q1: 11,644 shares; 2025Q2: 11,285 shares; 2025Q3: 11,284 shares; 2025Q4: 9,744 shares; 2026Q1: 9,492 shares 9,492 $277K <0.01% -252 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: not reported; 2026Q1: 1,499 shares 1,499 $273K <0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,826 shares; 2025Q2: 1,262 shares; 2025Q3: 957 shares; 2025Q4: 955 shares; 2026Q1: 1,153 shares 1,153 $272K <0.01% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 368 shares 368 $272K <0.01% +26 Timeline XNTK 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $261K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,723 shares; 2025Q1: 2,532 shares; 2025Q2: 1,525 shares; 2025Q3: 1,268 shares; 2025Q4: 1,183 shares; 2026Q1: 1,187 shares 1,187 $258K <0.01% +4 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,094 shares; 2025Q4: 1,091 shares; 2026Q1: 1,071 shares 1,071 $256K <0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 2,748 shares; 2026Q1: 2,749 shares 2,749 $255K <0.01% +1 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: 4,303 shares; 2024Q4: 4,428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,634 shares; 2026Q1: 1,539 shares 1,539 $253K <0.01% -95 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,497 shares; 2026Q1: 3,280 shares 3,280 $251K <0.01% +783 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: 1,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 1,230 shares 1,230 $250K <0.01% +237 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: not reported; 2024Q4: 1,597 shares; 2025Q1: 1,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares 1,665 $247K <0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,958 shares 1,958 $245K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $240K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 11,209 shares; 2026Q1: 9,480 shares 9,480 $238K <0.01% -1,729 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 2,895 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,577 shares 2,577 $238K <0.01% +87 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $233K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly 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: 490 shares 490 $233K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $231K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 726 shares; 2025Q3: 732 shares; 2025Q4: 731 shares; 2026Q1: 735 shares 735 $231K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,525 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares 1,521 $230K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,378 shares; 2025Q1: 1,483 shares; 2025Q2: 1,470 shares; 2025Q3: 1,284 shares; 2025Q4: 763 shares; 2026Q1: 760 shares 760 $230K <0.01% -3 Timeline RSPR 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: 14,552 shares; 2024Q4: 7,897 shares; 2025Q1: 7,059 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $229K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 7,525 shares; 2025Q1: 5,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,851 shares 4,851 $228K <0.01% new 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: not reported; 2024Q4: 1,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,276 shares; 2026Q1: 1,155 shares 1,155 $224K <0.01% -121 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,297 shares; 2026Q1: 4,291 shares 4,291 $223K <0.01% -6 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 1,408 shares; 2026Q1: 1,205 shares 1,205 $223K <0.01% -203 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares 4,388 $223K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $219K <0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares; 2026Q1: 1,944 shares 1,944 $219K <0.01% -959 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 418 shares 418 $218K <0.01% +10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,726 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,243 shares 2,243 $218K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares; 2026Q1: 1,916 shares 1,916 $217K <0.01% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,280 shares 5,280 $217K <0.01% new Timeline ILCG ISHARES 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: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $215K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,276 shares; 2025Q1: 1,703 shares; 2025Q2: 1,598 shares; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 1,036 shares 1,036 $213K <0.01% +21 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,298 shares 7,298 $212K <0.01% new 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: 4,265 shares; 2024Q4: 2,375 shares; 2025Q1: 3,949 shares; 2025Q2: 2,424 shares; 2025Q3: 2,409 shares; 2025Q4: not reported; 2026Q1: 2,329 shares 2,329 $209K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715 $208K <0.01% new 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: not reported; 2024Q4: 4,083 shares; 2025Q1: 4,225 shares; 2025Q2: 3,011 shares; 2025Q3: 3,158 shares; 2025Q4: 3,339 shares; 2026Q1: 2,562 shares 2,562 $204K <0.01% -777 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares 1,602 $204K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $203K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 1,358 shares; 2025Q4: 1,334 shares; 2026Q1: 1,103 shares 1,103 $201K <0.01% -231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares 1,384 $201K <0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,324 shares 2,324 $201K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,390 shares 2,390 $200K <0.01% new Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,616 shares; 2025Q3: 10,616 shares; 2025Q4: 10,616 shares; 2026Q1: 10,616 shares 10,616 $36.6K <0.01% 0 Timeline