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: 228,226 shares; 2024Q4: 238,362 shares; 2025Q1: 244,566 shares; 2025Q2: 246,492 shares; 2025Q3: 253,307 shares; 2025Q4: 252,588 shares; 2026Q1: 222,342 shares 222,342 $145M 10.53% -30,246 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021,144 shares; 2024Q4: 1,668,820 shares; 2025Q1: 1,913,355 shares; 2025Q2: 2,037,414 shares; 2025Q3: 2,370,174 shares; 2025Q4: 2,638,266 shares; 2026Q1: 2,526,277 shares 2,526,277 $107M 7.74% -111,989 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535,303 shares; 2024Q4: 2,204,876 shares; 2025Q1: 2,505,201 shares; 2025Q2: 2,546,499 shares; 2025Q3: 2,711,685 shares; 2025Q4: 2,852,088 shares; 2026Q1: 2,611,359 shares 2,611,359 $92.8M 6.73% -240,729 Timeline DFSD 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: 860,085 shares; 2024Q4: 1,229,932 shares; 2025Q1: 1,318,522 shares; 2025Q2: 1,356,806 shares; 2025Q3: 1,528,742 shares; 2025Q4: 1,766,837 shares; 2026Q1: 1,714,301 shares 1,714,301 $82.1M 5.95% -52,536 Timeline DFLV 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: 870,256 shares; 2024Q4: 1,138,494 shares; 2025Q1: 1,236,631 shares; 2025Q2: 1,314,950 shares; 2025Q3: 1,408,468 shares; 2025Q4: 1,464,846 shares; 2026Q1: 1,411,955 shares 1,411,955 $50.4M 3.66% -52,891 Timeline DFAT 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: 448,471 shares; 2024Q4: 592,559 shares; 2025Q1: 667,003 shares; 2025Q2: 708,143 shares; 2025Q3: 763,549 shares; 2025Q4: 807,183 shares; 2026Q1: 757,816 shares 757,816 $47.3M 3.43% -49,367 Timeline DUHP 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: 491,990 shares; 2024Q4: 842,594 shares; 2025Q1: 985,640 shares; 2025Q2: 1,079,305 shares; 2025Q3: 1,222,533 shares; 2025Q4: 1,346,524 shares; 2026Q1: 1,248,706 shares 1,248,706 $45.9M 3.33% -97,818 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,988 shares; 2024Q4: 979,620 shares; 2025Q1: 1,082,926 shares; 2025Q2: 1,115,676 shares; 2025Q3: 1,179,182 shares; 2025Q4: 1,211,770 shares; 2026Q1: 1,107,968 shares 1,107,968 $38.3M 2.78% -103,802 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644,293 shares; 2024Q4: 623,988 shares; 2025Q1: 617,830 shares; 2025Q2: 594,068 shares; 2025Q3: 584,887 shares; 2025Q4: 564,285 shares; 2026Q1: 486,052 shares 486,052 $37.5M 2.72% -78,233 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: 1,037,879 shares; 2024Q4: 833,829 shares; 2025Q1: 789,327 shares; 2025Q2: 780,470 shares; 2025Q3: 773,965 shares; 2025Q4: 743,837 shares; 2026Q1: 551,833 shares 551,833 $37.3M 2.7% -192,004 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: 69,708 shares; 2024Q4: 68,809 shares; 2025Q1: 68,205 shares; 2025Q2: 68,790 shares; 2025Q3: 68,849 shares; 2025Q4: 68,523 shares; 2026Q1: 61,107 shares 61,107 $36.5M 2.65% -7,416 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,300 shares; 2024Q4: 317,240 shares; 2025Q1: 374,665 shares; 2025Q2: 404,277 shares; 2025Q3: 437,153 shares; 2025Q4: 465,214 shares; 2026Q1: 434,221 shares 434,221 $30.9M 2.24% -30,993 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: 250,386 shares; 2024Q4: 193,255 shares; 2025Q1: 183,276 shares; 2025Q2: 180,996 shares; 2025Q3: 179,185 shares; 2025Q4: 176,795 shares; 2026Q1: 138,943 shares 138,943 $29.3M 2.13% -37,852 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: 825,711 shares; 2024Q4: 797,898 shares; 2025Q1: 757,053 shares; 2025Q2: 761,413 shares; 2025Q3: 758,644 shares; 2025Q4: 741,779 shares; 2026Q1: 720,781 shares 720,781 $28M 2.03% -20,998 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,686 shares; 2024Q4: 586,818 shares; 2025Q1: 544,978 shares; 2025Q2: 509,291 shares; 2025Q3: 493,141 shares; 2025Q4: 475,862 shares; 2026Q1: 318,532 shares 318,532 $27.6M 2% -157,330 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,533 shares; 2024Q4: 590,057 shares; 2025Q1: 606,789 shares; 2025Q2: 606,529 shares; 2025Q3: 639,257 shares; 2025Q4: 644,205 shares; 2026Q1: 568,524 shares 568,524 $27.3M 1.98% -75,681 Timeline DUSB 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: 149,756 shares; 2024Q4: 224,896 shares; 2025Q1: 294,688 shares; 2025Q2: 291,447 shares; 2025Q3: 409,538 shares; 2025Q4: 454,478 shares; 2026Q1: 515,043 shares 515,043 $26.1M 1.89% +60,565 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: 106,230 shares; 2024Q4: 104,300 shares; 2025Q1: 103,601 shares; 2025Q2: 103,197 shares; 2025Q3: 102,238 shares; 2025Q4: 101,126 shares; 2026Q1: 89,427 shares 89,427 $25.7M 1.86% -11,699 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500,647 shares; 2024Q4: 418,148 shares; 2025Q1: 389,048 shares; 2025Q2: 378,734 shares; 2025Q3: 357,409 shares; 2025Q4: 309,639 shares; 2026Q1: 285,753 shares 285,753 $18.9M 1.37% -23,886 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,274 shares; 2024Q4: 286,114 shares; 2025Q1: 276,715 shares; 2025Q2: 272,588 shares; 2025Q3: 259,104 shares; 2025Q4: 240,317 shares; 2026Q1: 185,469 shares 185,469 $18.4M 1.34% -54,848 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,726 shares; 2024Q4: 490,595 shares; 2025Q1: 514,841 shares; 2025Q2: 523,249 shares; 2025Q3: 550,954 shares; 2025Q4: 575,158 shares; 2026Q1: 494,734 shares 494,734 $18.2M 1.32% -80,424 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,705 shares; 2024Q4: 108,829 shares; 2025Q1: 106,732 shares; 2025Q2: 104,551 shares; 2025Q3: 99,490 shares; 2025Q4: 97,618 shares; 2026Q1: 83,854 shares 83,854 $17.1M 1.24% -13,764 Timeline DFAR 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: 471,734 shares; 2024Q4: 559,165 shares; 2025Q1: 601,887 shares; 2025Q2: 627,239 shares; 2025Q3: 696,187 shares; 2025Q4: 749,757 shares; 2026Q1: 694,952 shares 694,952 $16.4M 1.19% -54,805 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: 70,852 shares; 2024Q4: 69,174 shares; 2025Q1: 68,764 shares; 2025Q2: 68,294 shares; 2025Q3: 68,043 shares; 2025Q4: 67,784 shares; 2026Q1: 56,595 shares 56,595 $12.3M 0.89% -11,189 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,801 shares; 2024Q4: 225,022 shares; 2025Q1: 219,021 shares; 2025Q2: 217,562 shares; 2025Q3: 212,078 shares; 2025Q4: 208,298 shares; 2026Q1: 165,041 shares 165,041 $12.2M 0.88% -43,257 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,650 shares; 2024Q4: 141,787 shares; 2025Q1: 131,502 shares; 2025Q2: 129,257 shares; 2025Q3: 122,940 shares; 2025Q4: 113,865 shares; 2026Q1: 83,705 shares 83,705 $9.91M 0.72% -30,160 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,088 shares; 2024Q4: 171,490 shares; 2025Q1: 175,143 shares; 2025Q2: 185,977 shares; 2025Q3: 189,159 shares; 2025Q4: 188,509 shares; 2026Q1: 186,199 shares 186,199 $9.83M 0.71% -2,310 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: 28,149 shares; 2024Q4: 28,069 shares; 2025Q1: 27,859 shares; 2025Q2: 27,882 shares; 2025Q3: 27,470 shares; 2025Q4: 27,388 shares; 2026Q1: 28,476 shares 28,476 $9.14M 0.66% +1,088 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,855 shares; 2024Q4: 183,740 shares; 2025Q1: 175,113 shares; 2025Q2: 172,528 shares; 2025Q3: 156,701 shares; 2025Q4: 120,638 shares; 2026Q1: 108,134 shares 108,134 $8.95M 0.65% -12,504 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: 15,912 shares; 2024Q4: 16,100 shares; 2025Q1: 16,145 shares; 2025Q2: 28,921 shares; 2025Q3: 30,194 shares; 2025Q4: 30,313 shares; 2026Q1: 30,340 shares 30,340 $8.92M 0.65% +27 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: 7,036 shares; 2024Q4: 6,541 shares; 2025Q1: 6,537 shares; 2025Q2: 8,898 shares; 2025Q3: 14,457 shares; 2025Q4: 13,953 shares; 2026Q1: 13,442 shares 13,442 $8.74M 0.63% -511 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,122 shares; 2024Q4: 44,553 shares; 2025Q1: 44,553 shares; 2025Q2: 44,497 shares; 2025Q3: 44,278 shares; 2025Q4: 43,588 shares; 2026Q1: 35,871 shares 35,871 $8.48M 0.61% -7,717 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,122 shares; 2024Q4: 276,877 shares; 2025Q1: 261,128 shares; 2025Q2: 251,806 shares; 2025Q3: 233,952 shares; 2025Q4: 222,092 shares; 2026Q1: 162,062 shares 162,062 $8.11M 0.59% -60,030 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,301 shares; 2024Q4: 422,974 shares; 2025Q1: 395,301 shares; 2025Q2: 318,396 shares; 2025Q3: 297,126 shares; 2025Q4: 231,887 shares; 2026Q1: 201,651 shares 201,651 $7.86M 0.57% -30,236 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,423 shares; 2024Q4: 131,524 shares; 2025Q1: 127,883 shares; 2025Q2: 126,344 shares; 2025Q3: 117,967 shares; 2025Q4: 116,054 shares; 2026Q1: 99,230 shares 99,230 $7.45M 0.54% -16,824 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: 36,406 shares; 2024Q4: 35,077 shares; 2025Q1: 35,897 shares; 2025Q2: 35,961 shares; 2025Q3: 42,825 shares; 2025Q4: 42,642 shares; 2026Q1: 37,544 shares 37,544 $7.37M 0.53% -5,098 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: 188,179 shares; 2024Q4: 134,087 shares; 2025Q1: 120,279 shares; 2025Q2: 117,904 shares; 2025Q3: 112,418 shares; 2025Q4: 108,458 shares; 2026Q1: 81,612 shares 81,612 $7.24M 0.53% -26,846 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: 218,128 shares; 2024Q4: 182,023 shares; 2025Q1: 172,791 shares; 2025Q2: 169,245 shares; 2025Q3: 165,394 shares; 2025Q4: 164,557 shares; 2026Q1: 122,217 shares 122,217 $7.23M 0.52% -42,340 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,112 shares; 2024Q4: 138,136 shares; 2025Q1: 129,033 shares; 2025Q2: 125,053 shares; 2025Q3: 122,838 shares; 2025Q4: 117,982 shares; 2026Q1: 88,248 shares 88,248 $6.81M 0.49% -29,734 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: 85,951 shares; 2024Q4: 257,894 shares; 2025Q1: 256,744 shares; 2025Q2: 259,421 shares; 2025Q3: 256,585 shares; 2025Q4: 262,108 shares; 2026Q1: 250,522 shares 250,522 $6.42M 0.47% -11,586 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,361 shares; 2024Q4: 56,274 shares; 2025Q1: 56,350 shares; 2025Q2: 56,249 shares; 2025Q3: 55,865 shares; 2025Q4: 54,125 shares; 2026Q1: 43,486 shares 43,486 $6.3M 0.46% -10,639 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,000 shares; 2024Q4: 169,460 shares; 2025Q1: 173,346 shares; 2025Q2: 182,311 shares; 2025Q3: 184,067 shares; 2025Q4: 179,220 shares; 2026Q1: 176,140 shares 176,140 $6.17M 0.45% -3,080 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,096 shares; 2024Q4: 210,743 shares; 2025Q1: 195,716 shares; 2025Q2: 189,072 shares; 2025Q3: 180,454 shares; 2025Q4: 171,355 shares; 2026Q1: 126,652 shares 126,652 $6.14M 0.45% -44,703 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,854 shares; 2024Q4: 108,021 shares; 2025Q1: 107,185 shares; 2025Q2: 102,903 shares; 2025Q3: 98,895 shares; 2025Q4: 102,506 shares; 2026Q1: 78,235 shares 78,235 $6.13M 0.44% -24,271 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,880 shares; 2024Q4: 219,276 shares; 2025Q1: 204,278 shares; 2025Q2: 186,812 shares; 2025Q3: 186,832 shares; 2025Q4: 181,190 shares; 2026Q1: 179,828 shares 179,828 $6.11M 0.44% -1,362 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: 21,168 shares; 2024Q4: 21,593 shares; 2025Q1: 21,858 shares; 2025Q2: 22,095 shares; 2025Q3: 24,412 shares; 2025Q4: 22,792 shares; 2026Q1: 21,488 shares 21,488 $5.45M 0.4% -1,304 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,808 shares; 2024Q4: 63,554 shares; 2025Q1: 62,285 shares; 2025Q2: 60,356 shares; 2025Q3: 73,764 shares; 2025Q4: 72,648 shares; 2026Q1: 53,531 shares 53,531 $5.2M 0.38% -19,117 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,653 shares; 2024Q4: 224,622 shares; 2025Q1: 222,106 shares; 2025Q2: 198,203 shares; 2025Q3: 196,657 shares; 2025Q4: 196,701 shares; 2026Q1: 187,866 shares 187,866 $4.36M 0.32% -8,835 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,440 shares; 2024Q4: 58,466 shares; 2025Q1: 58,377 shares; 2025Q2: 69,848 shares; 2025Q3: 70,589 shares; 2025Q4: 60,518 shares; 2026Q1: 55,135 shares 55,135 $4.11M 0.3% -5,383 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: 14,810 shares; 2024Q4: 16,971 shares; 2025Q1: 15,960 shares; 2025Q2: 17,304 shares; 2025Q3: 23,432 shares; 2025Q4: 23,925 shares; 2026Q1: 23,519 shares 23,519 $4.1M 0.3% -406 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,306 shares; 2024Q4: 117,078 shares; 2025Q1: 104,855 shares; 2025Q2: 101,983 shares; 2025Q3: 99,554 shares; 2025Q4: 101,721 shares; 2026Q1: 81,671 shares 81,671 $4.08M 0.3% -20,050 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,423 shares; 2024Q4: 35,901 shares; 2025Q1: 36,024 shares; 2025Q2: 36,024 shares; 2025Q3: 35,882 shares; 2025Q4: 35,743 shares; 2026Q1: 35,274 shares 35,274 $4.05M 0.29% -469 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: 59,385 shares; 2024Q4: 61,437 shares; 2025Q1: 64,144 shares; 2025Q2: 54,986 shares; 2025Q3: 50,406 shares; 2025Q4: 56,907 shares; 2026Q1: 36,418 shares 36,418 $3.87M 0.28% -20,489 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: 18,091 shares; 2024Q4: 17,086 shares; 2025Q1: 16,850 shares; 2025Q2: 17,372 shares; 2025Q3: 17,201 shares; 2025Q4: 16,897 shares; 2026Q1: 12,714 shares 12,714 $3.8M 0.28% -4,183 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,372 shares; 2024Q4: 47,249 shares; 2025Q1: 46,425 shares; 2025Q2: 41,526 shares; 2025Q3: 43,587 shares; 2025Q4: 42,722 shares; 2026Q1: 34,823 shares 34,823 $3.71M 0.27% -7,899 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,810 shares; 2024Q4: 39,249 shares; 2025Q1: 39,595 shares; 2025Q2: 39,595 shares; 2025Q3: 33,810 shares; 2025Q4: 33,810 shares; 2026Q1: 32,162 shares 32,162 $3.68M 0.27% -1,648 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: 11,354 shares; 2024Q4: 11,294 shares; 2025Q1: 11,196 shares; 2025Q2: 11,165 shares; 2025Q3: 10,679 shares; 2025Q4: 10,691 shares; 2026Q1: 10,087 shares 10,087 $3.6M 0.26% -604 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: 70,075 shares; 2024Q4: 56,832 shares; 2025Q1: 53,823 shares; 2025Q2: 52,749 shares; 2025Q3: 49,174 shares; 2025Q4: 37,594 shares; 2026Q1: 28,818 shares 28,818 $3.58M 0.26% -8,776 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,934 shares; 2024Q4: 106,454 shares; 2025Q1: 127,040 shares; 2025Q2: 81,918 shares; 2025Q3: 72,756 shares; 2025Q4: 82,364 shares; 2026Q1: 67,224 shares 67,224 $3.4M 0.25% -15,140 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,833 shares; 2024Q4: 89,833 shares; 2025Q1: 89,833 shares; 2025Q2: 89,456 shares; 2025Q3: 107,313 shares; 2025Q4: 117,313 shares; 2026Q1: 137,313 shares 137,313 $3.33M 0.24% +20,000 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: 36,832 shares; 2024Q4: 36,599 shares; 2025Q1: 36,514 shares; 2025Q2: 37,514 shares; 2025Q3: 42,514 shares; 2025Q4: 42,768 shares; 2026Q1: 34,196 shares 34,196 $3.32M 0.24% -8,572 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: 12,964 shares; 2024Q4: 12,498 shares; 2025Q1: 12,607 shares; 2025Q2: 12,504 shares; 2025Q3: 12,489 shares; 2025Q4: 12,043 shares; 2026Q1: 11,816 shares 11,816 $3.09M 0.22% -227 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 87,330 shares; 2025Q1: 91,177 shares; 2025Q2: 95,899 shares; 2025Q3: 109,433 shares; 2025Q4: 111,978 shares; 2026Q1: 114,248 shares 114,248 $3.04M 0.22% +2,270 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,926 shares; 2024Q4: 48,575 shares; 2025Q1: 43,982 shares; 2025Q2: 43,403 shares; 2025Q3: 41,271 shares; 2025Q4: 38,953 shares; 2026Q1: 27,336 shares 27,336 $3.02M 0.22% -11,617 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,679 shares; 2024Q4: 86,247 shares; 2025Q1: 82,001 shares; 2025Q2: 74,184 shares; 2025Q3: 42,901 shares; 2025Q4: 41,878 shares; 2026Q1: 37,914 shares 37,914 $3.01M 0.22% -3,964 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,393 shares; 2024Q4: 116,234 shares; 2025Q1: 114,074 shares; 2025Q2: 116,583 shares; 2025Q3: 115,610 shares; 2025Q4: 104,437 shares; 2026Q1: 101,378 shares 101,378 $2.95M 0.21% -3,059 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: 5,289 shares; 2024Q4: 5,698 shares; 2025Q1: 5,610 shares; 2025Q2: 6,462 shares; 2025Q3: 9,013 shares; 2025Q4: 8,463 shares; 2026Q1: 7,885 shares 7,885 $2.92M 0.21% -578 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: 43,836 shares; 2024Q4: 37,315 shares; 2025Q1: 37,207 shares; 2025Q2: 39,893 shares; 2025Q3: 38,072 shares; 2025Q4: 37,598 shares; 2026Q1: 32,213 shares 32,213 $2.92M 0.21% -5,385 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,539 shares; 2024Q4: 65,001 shares; 2025Q1: 59,488 shares; 2025Q2: 42,268 shares; 2025Q3: 39,979 shares; 2025Q4: 39,717 shares; 2026Q1: 37,342 shares 37,342 $2.82M 0.2% -2,375 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,090 shares; 2024Q4: 15,107 shares; 2025Q1: 15,139 shares; 2025Q2: 15,156 shares; 2025Q3: 15,166 shares; 2025Q4: 15,166 shares; 2026Q1: 15,173 shares 15,173 $2.8M 0.2% +7 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,879 shares; 2024Q4: 62,879 shares; 2025Q1: 57,486 shares; 2025Q2: 56,879 shares; 2025Q3: 56,879 shares; 2025Q4: 56,748 shares; 2026Q1: 56,748 shares 56,748 $2.66M 0.19% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,229 shares; 2025Q1: 1,226 shares; 2025Q2: 1,301 shares; 2025Q3: 3,100 shares; 2025Q4: 3,183 shares; 2026Q1: 2,880 shares 2,880 $2.65M 0.19% -303 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,726 shares; 2024Q4: 55,258 shares; 2025Q1: 55,785 shares; 2025Q2: 48,994 shares; 2025Q3: 69,243 shares; 2025Q4: 88,291 shares; 2026Q1: 108,310 shares 108,310 $2.48M 0.18% +20,019 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: 6,513 shares; 2024Q4: 6,869 shares; 2025Q1: 7,136 shares; 2025Q2: 7,864 shares; 2025Q3: 8,522 shares; 2025Q4: 8,331 shares; 2026Q1: 7,626 shares 7,626 $2.19M 0.16% -705 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: 6,572 shares; 2024Q4: 6,943 shares; 2025Q1: 7,207 shares; 2025Q2: 8,065 shares; 2025Q3: 9,510 shares; 2025Q4: 10,321 shares; 2026Q1: 10,203 shares 10,203 $2.12M 0.15% -118 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,463 shares; 2024Q4: 60,876 shares; 2025Q1: 60,067 shares; 2025Q2: 56,563 shares; 2025Q3: 47,682 shares; 2025Q4: 44,512 shares; 2026Q1: 41,985 shares 41,985 $2.09M 0.15% -2,527 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: 20,880 shares; 2024Q4: 18,344 shares; 2025Q1: 17,743 shares; 2025Q2: 17,545 shares; 2025Q3: 16,816 shares; 2025Q4: 16,851 shares; 2026Q1: 14,215 shares 14,215 $2.02M 0.15% -2,636 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,436 shares; 2024Q4: 25,436 shares; 2025Q1: 25,436 shares; 2025Q2: 25,436 shares; 2025Q3: 45,436 shares; 2025Q4: 65,436 shares; 2026Q1: 85,436 shares 85,436 $1.96M 0.14% +20,000 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 5,806 shares; 2025Q3: 5,897 shares; 2025Q4: 5,372 shares; 2026Q1: 4,422 shares 4,422 $1.9M 0.14% -950 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: 10,673 shares; 2024Q4: 10,673 shares; 2025Q1: 10,510 shares; 2025Q2: 10,165 shares; 2025Q3: 9,407 shares; 2025Q4: 9,335 shares; 2026Q1: 8,860 shares 8,860 $1.89M 0.14% -475 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,980 shares; 2024Q4: 31,980 shares; 2025Q1: 31,980 shares; 2025Q2: 31,980 shares; 2025Q3: 47,378 shares; 2025Q4: 57,378 shares; 2026Q1: 77,378 shares 77,378 $1.88M 0.14% +20,000 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,134 shares; 2024Q4: 35,751 shares; 2025Q1: 49,764 shares; 2025Q2: 43,258 shares; 2025Q3: 41,058 shares; 2025Q4: 39,636 shares; 2026Q1: 47,037 shares 47,037 $1.86M 0.13% +7,401 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 10,894 shares; 2025Q1: 10,894 shares; 2025Q2: 10,894 shares; 2025Q3: 11,031 shares; 2025Q4: 9,942 shares; 2026Q1: 9,942 shares 9,942 $1.83M 0.13% 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: 9,752 shares; 2024Q4: 9,752 shares; 2025Q1: 9,752 shares; 2025Q2: 9,713 shares; 2025Q3: 9,713 shares; 2025Q4: 9,713 shares; 2026Q1: 8,663 shares 8,663 $1.78M 0.13% -1,050 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: 3,852 shares; 2024Q4: 4,165 shares; 2025Q1: 4,486 shares; 2025Q2: 4,839 shares; 2025Q3: 6,455 shares; 2025Q4: 6,724 shares; 2026Q1: 6,126 shares 6,126 $1.76M 0.13% -598 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: 2,113 shares; 2024Q4: 2,156 shares; 2025Q1: 2,268 shares; 2025Q2: 2,318 shares; 2025Q3: 2,757 shares; 2025Q4: 2,767 shares; 2026Q1: 3,345 shares 3,345 $1.6M 0.12% +578 Timeline SPIP 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: 120,422 shares; 2024Q4: 97,736 shares; 2025Q1: 92,720 shares; 2025Q2: 84,481 shares; 2025Q3: 79,542 shares; 2025Q4: 77,342 shares; 2026Q1: 58,603 shares 58,603 $1.52M 0.11% -18,739 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,658 shares; 2024Q4: 49,533 shares; 2025Q1: 49,533 shares; 2025Q2: 59,217 shares; 2025Q3: 59,217 shares; 2025Q4: 59,217 shares; 2026Q1: 59,217 shares 59,217 $1.52M 0.11% 0 Timeline JNK 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: 24,076 shares; 2024Q4: 22,561 shares; 2025Q1: 22,298 shares; 2025Q2: 21,762 shares; 2025Q3: 21,375 shares; 2025Q4: 21,222 shares; 2026Q1: 15,741 shares 15,741 $1.51M 0.11% -5,481 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 23,230 shares; 2025Q1: 22,602 shares; 2025Q2: 20,457 shares; 2025Q3: 19,909 shares; 2025Q4: 18,760 shares; 2026Q1: 14,543 shares 14,543 $1.5M 0.11% -4,217 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: 3,315 shares; 2024Q4: 3,408 shares; 2025Q1: 3,746 shares; 2025Q2: 3,869 shares; 2025Q3: 4,010 shares; 2025Q4: 4,024 shares; 2026Q1: 4,002 shares 4,002 $1.49M 0.11% -22 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,378 shares; 2024Q4: 28,487 shares; 2025Q1: 29,430 shares; 2025Q2: 25,804 shares; 2025Q3: 31,575 shares; 2025Q4: 31,453 shares; 2026Q1: 26,915 shares 26,915 $1.45M 0.11% -4,538 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: 45,012 shares; 2024Q4: 46,980 shares; 2025Q1: 46,980 shares; 2025Q2: 56,799 shares; 2025Q3: 56,799 shares; 2025Q4: 56,799 shares; 2026Q1: 56,799 shares 56,799 $1.44M 0.1% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,986 shares; 2024Q4: 31,983 shares; 2025Q1: 31,845 shares; 2025Q2: 31,845 shares; 2025Q3: 31,845 shares; 2025Q4: 30,419 shares; 2026Q1: 30,419 shares 30,419 $1.39M 0.1% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,318 shares; 2025Q1: 12,318 shares; 2025Q2: 11,876 shares; 2025Q3: 11,749 shares; 2025Q4: 11,727 shares; 2026Q1: 10,082 shares 10,082 $1.34M 0.1% -1,645 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,852 shares; 2024Q4: 43,820 shares; 2025Q1: 41,072 shares; 2025Q2: 39,457 shares; 2025Q3: 38,975 shares; 2025Q4: 41,269 shares; 2026Q1: 29,778 shares 29,778 $1.3M 0.09% -11,491 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,287 shares; 2024Q4: 50,033 shares; 2025Q1: 48,461 shares; 2025Q2: 46,998 shares; 2025Q3: 43,849 shares; 2025Q4: 41,786 shares; 2026Q1: 24,159 shares 24,159 $1.29M 0.09% -17,627 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,280 shares; 2024Q4: 23,280 shares; 2025Q1: 23,280 shares; 2025Q2: 48,020 shares; 2025Q3: 49,154 shares; 2025Q4: 49,154 shares; 2026Q1: 49,154 shares 49,154 $1.25M 0.09% 0 Timeline RWR 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: 24,017 shares; 2024Q4: 22,662 shares; 2025Q1: 21,915 shares; 2025Q2: 21,013 shares; 2025Q3: 20,973 shares; 2025Q4: 20,761 shares; 2026Q1: 12,249 shares 12,249 $1.24M 0.09% -8,512 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,670 shares; 2024Q4: 55,645 shares; 2025Q1: 55,252 shares; 2025Q2: 56,518 shares; 2025Q3: 54,701 shares; 2025Q4: 43,531 shares; 2026Q1: 39,507 shares 39,507 $1.22M 0.09% -4,024 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: 651 shares; 2024Q4: 643 shares; 2025Q1: 1,275 shares; 2025Q2: 838 shares; 2025Q3: 2,798 shares; 2025Q4: 2,865 shares; 2026Q1: 2,798 shares 2,798 $1.22M 0.09% -67 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,399 shares; 2024Q4: 23,470 shares; 2025Q1: 23,537 shares; 2025Q2: 23,616 shares; 2025Q3: 23,691 shares; 2025Q4: 23,752 shares; 2026Q1: 23,814 shares 23,814 $1.15M 0.08% +62 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,445 shares; 2024Q4: 46,785 shares; 2025Q1: 41,953 shares; 2025Q2: 23,744 shares; 2025Q3: 21,515 shares; 2025Q4: 21,345 shares; 2026Q1: 18,978 shares 18,978 $1.15M 0.08% -2,367 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,120 shares; 2024Q4: 36,522 shares; 2025Q1: 33,247 shares; 2025Q2: 32,473 shares; 2025Q3: 26,642 shares; 2025Q4: 25,545 shares; 2026Q1: 24,631 shares 24,631 $1.14M 0.08% -914 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,642 shares; 2024Q4: 13,835 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 11,729 shares; 2025Q4: 11,728 shares; 2026Q1: 11,096 shares 11,096 $1.13M 0.08% -632 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,043 shares; 2024Q4: 17,939 shares; 2025Q1: 17,939 shares; 2025Q2: 17,939 shares; 2025Q3: 17,885 shares; 2025Q4: 17,885 shares; 2026Q1: 17,636 shares 17,636 $1.11M 0.08% -249 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: 17,649 shares; 2024Q4: 17,649 shares; 2025Q1: 17,649 shares; 2025Q2: 17,649 shares; 2025Q3: 17,262 shares; 2025Q4: 16,947 shares; 2026Q1: 12,376 shares 12,376 $1.09M 0.08% -4,571 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,816 shares; 2025Q3: 20,816 shares; 2025Q4: 20,816 shares; 2026Q1: 20,816 shares 20,816 $1.08M 0.08% 0 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: 7,137 shares; 2024Q4: 7,146 shares; 2025Q1: 7,360 shares; 2025Q2: 7,478 shares; 2025Q3: 7,917 shares; 2025Q4: 8,428 shares; 2026Q1: 8,268 shares 8,268 $1.03M 0.07% -160 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: 12,881 shares; 2024Q4: 12,088 shares; 2025Q1: 11,896 shares; 2025Q2: 11,896 shares; 2025Q3: 11,896 shares; 2025Q4: 11,866 shares; 2026Q1: 9,911 shares 9,911 $1.01M 0.07% -1,955 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: 7,398 shares; 2024Q4: 7,236 shares; 2025Q1: 7,259 shares; 2025Q2: 7,208 shares; 2025Q3: 7,199 shares; 2025Q4: 7,199 shares; 2026Q1: 5,735 shares 5,735 $992K 0.07% -1,464 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 38,095 shares; 2025Q3: 38,095 shares; 2025Q4: 39,649 shares; 2026Q1: 35,627 shares 35,627 $992K 0.07% -4,022 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,327 shares; 2024Q4: 37,341 shares; 2025Q1: 36,726 shares; 2025Q2: 21,347 shares; 2025Q3: 21,408 shares; 2025Q4: 20,568 shares; 2026Q1: 20,568 shares 20,568 $986K 0.07% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 972 shares; 2025Q1: 1,062 shares; 2025Q2: 1,158 shares; 2025Q3: 1,636 shares; 2025Q4: 1,627 shares; 2026Q1: 1,623 shares 1,623 $929K 0.07% -4 Timeline IBTH ISHARES 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: 12,896 shares; 2025Q1: 13,547 shares; 2025Q2: 8,965 shares; 2025Q3: 9,188 shares; 2025Q4: 18,589 shares; 2026Q1: 38,638 shares 38,638 $867K 0.06% +20,049 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 13,938 shares; 2025Q1: 13,535 shares; 2025Q2: 13,558 shares; 2025Q3: 13,580 shares; 2025Q4: 13,210 shares; 2026Q1: 12,175 shares 12,175 $863K 0.06% -1,035 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: 16,841 shares; 2024Q4: 16,841 shares; 2025Q1: 16,841 shares; 2025Q2: 16,841 shares; 2025Q3: 17,651 shares; 2025Q4: 14,405 shares; 2026Q1: 12,405 shares 12,405 $845K 0.06% -2,000 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: not reported; 2024Q4: 11,065 shares; 2025Q1: 11,218 shares; 2025Q2: 11,240 shares; 2025Q3: 11,363 shares; 2025Q4: 11,340 shares; 2026Q1: 11,288 shares 11,288 $822K 0.06% -52 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: 16,646 shares; 2024Q4: 16,207 shares; 2025Q1: 19,397 shares; 2025Q2: 14,099 shares; 2025Q3: 16,619 shares; 2025Q4: 15,589 shares; 2026Q1: 12,715 shares 12,715 $815K 0.06% -2,874 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: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 21,849 shares; 2025Q2: 31,792 shares; 2025Q3: 31,792 shares; 2025Q4: 31,792 shares; 2026Q1: 31,792 shares 31,792 $806K 0.06% 0 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 2,701 shares; 2026Q1: 3,177 shares 3,177 $796K 0.06% +476 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: 1,512 shares; 2024Q4: 1,318 shares; 2025Q1: 1,366 shares; 2025Q2: 1,951 shares; 2025Q3: 2,985 shares; 2025Q4: 2,624 shares; 2026Q1: 2,398 shares 2,398 $742K 0.05% -226 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: 1,500 shares; 2024Q4: 1,572 shares; 2025Q1: 1,762 shares; 2025Q2: 2,047 shares; 2025Q3: 2,653 shares; 2025Q4: 2,577 shares; 2026Q1: 2,402 shares 2,402 $726K 0.05% -175 Timeline VNQI 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: 16,216 shares; 2024Q4: 16,103 shares; 2025Q1: 15,803 shares; 2025Q2: 15,803 shares; 2025Q3: 15,335 shares; 2025Q4: 15,335 shares; 2026Q1: 15,335 shares 15,335 $682K 0.05% 0 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: 3,995 shares; 2024Q4: 3,721 shares; 2025Q1: 3,709 shares; 2025Q2: 3,858 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 3,008 shares 3,008 $678K 0.05% -1,120 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,341 shares 2,341 $664K 0.05% new Timeline IBHG ISHARES 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: 10,000 shares; 2026Q1: 30,000 shares 30,000 $664K 0.05% +20,000 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,553 shares; 2024Q4: 60,553 shares; 2025Q1: 60,553 shares; 2025Q2: 60,553 shares; 2025Q3: 60,553 shares; 2025Q4: 59,583 shares; 2026Q1: 59,583 shares 59,583 $648K 0.05% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 1,780 shares; 2025Q3: 1,788 shares; 2025Q4: 1,810 shares; 2026Q1: 3,489 shares 3,489 $628K 0.05% +1,679 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,077 shares; 2024Q4: 28,157 shares; 2025Q1: 28,296 shares; 2025Q2: 28,315 shares; 2025Q3: 28,393 shares; 2025Q4: 28,393 shares; 2026Q1: 28,416 shares 28,416 $628K 0.05% +23 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,059 shares; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 5,034 shares; 2025Q4: 4,871 shares; 2026Q1: 4,220 shares 4,220 $616K 0.04% -651 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 21,530 shares; 2025Q1: 21,592 shares; 2025Q2: 21,603 shares; 2025Q3: 21,857 shares; 2025Q4: 21,899 shares; 2026Q1: 17,062 shares 17,062 $606K 0.04% -4,837 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: 2,113 shares; 2024Q4: 2,342 shares; 2025Q1: 2,495 shares; 2025Q2: 2,368 shares; 2025Q3: 2,769 shares; 2025Q4: 3,595 shares; 2026Q1: 3,553 shares 3,553 $603K 0.04% -42 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 6,564 shares; 2025Q1: 6,576 shares; 2025Q2: 6,558 shares; 2025Q3: 6,859 shares; 2025Q4: 6,828 shares; 2026Q1: 6,487 shares 6,487 $598K 0.04% -341 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: 751 shares; 2024Q4: 802 shares; 2025Q1: 878 shares; 2025Q2: 957 shares; 2025Q3: 1,229 shares; 2025Q4: 1,218 shares; 2026Q1: 1,166 shares 1,166 $583K 0.04% -52 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 971 shares; 2025Q3: 2,284 shares; 2025Q4: 4,426 shares; 2026Q1: 4,358 shares 4,358 $579K 0.04% -68 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: 1,836 shares; 2024Q4: 1,741 shares; 2025Q1: 2,112 shares; 2025Q2: 2,044 shares; 2025Q3: 2,232 shares; 2025Q4: 2,860 shares; 2026Q1: 2,357 shares 2,357 $576K 0.04% -503 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: 323 shares; 2024Q4: 331 shares; 2025Q1: 358 shares; 2025Q2: 572 shares; 2025Q3: 568 shares; 2025Q4: 5,777 shares; 2026Q1: 5,792 shares 5,792 $557K 0.04% +15 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: 10,926 shares; 2024Q4: 10,939 shares; 2025Q1: 10,884 shares; 2025Q2: 12,518 shares; 2025Q3: 10,845 shares; 2025Q4: 10,453 shares; 2026Q1: 7,982 shares 7,982 $557K 0.04% -2,471 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: 2,949 shares; 2024Q4: 2,835 shares; 2025Q1: 2,952 shares; 2025Q2: 2,824 shares; 2025Q3: 3,312 shares; 2025Q4: 2,974 shares; 2026Q1: 2,528 shares 2,528 $550K 0.04% -446 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,951 shares; 2025Q1: 7,951 shares; 2025Q2: 7,951 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares; 2026Q1: 7,951 shares 7,951 $544K 0.04% 0 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: 1,169 shares; 2024Q4: 1,216 shares; 2025Q1: 1,266 shares; 2025Q2: 1,437 shares; 2025Q3: 1,592 shares; 2025Q4: 1,501 shares; 2026Q1: 1,559 shares 1,559 $513K 0.04% +58 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 900 shares 900 $507K 0.04% -62 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,226 shares; 2024Q4: 12,229 shares; 2025Q1: 12,230 shares; 2025Q2: 12,470 shares; 2025Q3: 12,235 shares; 2025Q4: 12,133 shares; 2026Q1: 9,117 shares 9,117 $479K 0.03% -3,016 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: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,055 shares 1,055 $450K 0.03% -66 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,416 shares; 2025Q1: 7,900 shares; 2025Q2: 6,529 shares; 2025Q3: 10,143 shares; 2025Q4: 12,426 shares; 2026Q1: 11,484 shares 11,484 $441K 0.03% -942 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: 280 shares; 2024Q4: 310 shares; 2025Q1: 384 shares; 2025Q2: 426 shares; 2025Q3: 477 shares; 2025Q4: 425 shares; 2026Q1: 436 shares 436 $435K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 824 shares; 2025Q4: 731 shares; 2026Q1: 598 shares 598 $424K 0.03% -133 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,897 shares; 2025Q4: 3,873 shares; 2026Q1: 3,739 shares 3,739 $423K 0.03% -134 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: 163 shares; 2024Q4: 152 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 2,000 shares; 2025Q4: 2,026 shares; 2026Q1: 1,650 shares 1,650 $409K 0.03% -376 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 24,212 shares; 2025Q1: 24,169 shares; 2025Q2: 5,364 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,919 shares 4,919 $406K 0.03% -47 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: 786 shares; 2024Q4: 786 shares; 2025Q1: 795 shares; 2025Q2: 786 shares; 2025Q3: 826 shares; 2025Q4: 877 shares; 2026Q1: 672 shares 672 $388K 0.03% -205 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,141 shares; 2025Q1: 2,638 shares; 2025Q2: 2,595 shares; 2025Q3: 3,887 shares; 2025Q4: 3,695 shares; 2026Q1: 3,711 shares 3,711 $381K 0.03% +16 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,380 shares; 2025Q1: 9,922 shares; 2025Q2: 9,922 shares; 2025Q3: 10,028 shares; 2025Q4: 10,028 shares; 2026Q1: 10,028 shares 10,028 $379K 0.03% 0 Timeline DCOR 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: 5,030 shares; 2024Q4: 4,415 shares; 2025Q1: 4,871 shares; 2025Q2: 5,440 shares; 2025Q3: 5,188 shares; 2025Q4: 5,238 shares; 2026Q1: 5,146 shares 5,146 $371K 0.03% -92 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares; 2026Q1: 1,873 shares 1,873 $355K 0.03% -2,080 Timeline IBMS ISHARES 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: 13,574 shares 13,574 $351K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 1,716 shares; 2026Q1: 1,697 shares 1,697 $329K 0.02% -19 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,061 shares; 2025Q1: 4,111 shares; 2025Q2: 4,127 shares; 2025Q3: 5,067 shares; 2025Q4: 5,060 shares; 2026Q1: 4,949 shares 4,949 $323K 0.02% -111 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: 3,754 shares; 2024Q4: 3,837 shares; 2025Q1: 4,093 shares; 2025Q2: 4,189 shares; 2025Q3: 4,462 shares; 2025Q4: 5,006 shares; 2026Q1: 4,122 shares 4,122 $313K 0.02% -884 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 908 shares; 2026Q1: 863 shares 863 $307K 0.02% -45 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: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,686 shares; 2025Q4: 2,286 shares; 2026Q1: 1,932 shares 1,932 $300K 0.02% -354 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 865 shares; 2025Q1: 919 shares; 2025Q2: 1,027 shares; 2025Q3: 1,056 shares; 2025Q4: 1,022 shares; 2026Q1: 1,024 shares 1,024 $299K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: 1,507 shares; 2025Q3: 2,348 shares; 2025Q4: 1,522 shares; 2026Q1: 1,436 shares 1,436 $297K 0.02% -86 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,862 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares 2,860 $292K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly 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: 2,569 shares; 2025Q4: not reported; 2026Q1: 2,158 shares 2,158 $285K 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 838 shares 838 $283K 0.02% +135 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: 1,456 shares; 2024Q4: 1,505 shares; 2025Q1: 1,667 shares; 2025Q2: 2,033 shares; 2025Q3: 3,485 shares; 2025Q4: 1,752 shares; 2026Q1: 1,946 shares 1,946 $281K 0.02% +194 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,123 shares; 2025Q3: 6,123 shares; 2025Q4: 6,123 shares; 2026Q1: 6,123 shares 6,123 $275K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 14,151 shares; 2025Q1: 14,361 shares; 2025Q2: 14,361 shares; 2025Q3: 14,361 shares; 2025Q4: 11,752 shares; 2026Q1: 11,647 shares 11,647 $272K 0.02% -105 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: 1,269 shares; 2024Q4: 1,267 shares; 2025Q1: 1,140 shares; 2025Q2: 1,226 shares; 2025Q3: 1,227 shares; 2025Q4: 1,169 shares; 2026Q1: 1,147 shares 1,147 $271K 0.02% -22 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,038 shares; 2026Q1: 933 shares 933 $265K 0.02% -105 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: 705 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 768 shares; 2025Q3: 762 shares; 2025Q4: 745 shares; 2026Q1: 742 shares 742 $261K 0.02% -3 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: 1,195 shares; 2024Q4: 1,249 shares; 2025Q1: 1,308 shares; 2025Q2: 1,395 shares; 2025Q3: 1,322 shares; 2025Q4: 1,331 shares; 2026Q1: 1,313 shares 1,313 $260K 0.02% -18 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: 2,541 shares; 2025Q4: 2,541 shares; 2026Q1: 2,541 shares 2,541 $249K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $246K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $244K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,891 shares; 2025Q4: 5,623 shares; 2026Q1: 5,006 shares 5,006 $244K 0.02% -617 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,544 shares; 2025Q1: 1,488 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,519 shares; 2026Q1: 1,540 shares 1,540 $242K 0.02% +21 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: 238 shares; 2024Q4: 243 shares; 2025Q1: 232 shares; 2025Q2: 236 shares; 2025Q3: 224 shares; 2025Q4: 227 shares; 2026Q1: 219 shares 219 $234K 0.02% -8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 768 shares; 2025Q3: 2,467 shares; 2025Q4: 1,289 shares; 2026Q1: 1,125 shares 1,125 $229K 0.02% -164 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: 1,986 shares; 2025Q4: 2,042 shares; 2026Q1: 2,010 shares 2,010 $228K 0.02% -32 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares 259 $226K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $221K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,755 shares; 2025Q4: 1,836 shares; 2026Q1: 1,473 shares 1,473 $217K 0.02% -363 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,251 shares; 2025Q1: 9,251 shares; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 9,251 shares; 2026Q1: 9,251 shares 9,251 $215K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,622 shares; 2025Q1: 6,633 shares; 2025Q2: 6,649 shares; 2025Q3: 6,507 shares; 2025Q4: 6,529 shares; 2026Q1: 6,323 shares 6,323 $212K 0.02% -206 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares; 2026Q1: 921 shares 921 $212K 0.02% -97 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: 979 shares 979 $209K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,492 shares 1,492 $208K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares 153 $202K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 3,069 shares; 2025Q4: 3,094 shares; 2026Q1: 2,673 shares 2,673 $201K 0.01% -421 Timeline DFAW 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: 3,279 shares; 2024Q4: 6,974 shares; 2025Q1: 7,068 shares; 2025Q2: 6,555 shares; 2025Q3: 4,182 shares; 2025Q4: 4,235 shares; 2026Q1: 2,632 shares 2,632 $194K 0.01% -1,603 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 889 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778 $194K 0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,979 shares; 2025Q1: 5,515 shares; 2025Q2: 5,534 shares; 2025Q3: 6,395 shares; 2025Q4: 6,062 shares; 2026Q1: 5,413 shares 5,413 $194K 0.01% -649 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 7,523 shares; 2025Q1: 7,523 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 7,523 shares; 2026Q1: 7,523 shares 7,523 $191K 0.01% 0 Timeline SPMD 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: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,195 shares; 2026Q1: 3,195 shares 3,195 $189K 0.01% 0 Timeline IBTI ISHARES 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: 8,345 shares; 2026Q1: 8,394 shares 8,394 $187K 0.01% +49 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares 2,334 $183K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $175K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147 $168K 0.01% 0 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares 2,139 $164K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 7,944 shares; 2025Q1: 7,944 shares; 2025Q2: 7,944 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares; 2026Q1: 5,146 shares 5,146 $155K 0.01% -2,798 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,408 shares; 2024Q4: 24,408 shares; 2025Q1: 24,408 shares; 2025Q2: 24,408 shares; 2025Q3: 24,408 shares; 2025Q4: 24,408 shares; 2026Q1: 24,408 shares 24,408 $148K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,632 shares; 2025Q3: 1,625 shares; 2025Q4: 1,554 shares; 2026Q1: 952 shares 952 $144K 0.01% -602 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,921 shares; 2026Q1: 4,921 shares 4,921 $141K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $137K 0.01% 0 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,511 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares; 2026Q1: 4,512 shares 4,512 $136K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $135K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares 2,583 $128K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares 2,480 $120K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,512 shares; 2025Q4: 3,024 shares; 2026Q1: 1,952 shares 1,952 $120K 0.01% -1,072 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: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $118K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 4,547 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 4,546 shares; 2025Q4: 5,704 shares; 2026Q1: 4,544 shares 4,544 $112K 0.01% -1,160 Timeline DFIP 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: 3,433 shares; 2024Q4: 2,632 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares 2,601 $109K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 1,075 shares 1,075 $105K 0.01% -2,250 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,314 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,317 shares; 2025Q4: 862 shares; 2026Q1: 863 shares 863 $92K 0.01% +1 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,049 shares; 2025Q3: 4,049 shares; 2025Q4: 4,049 shares; 2026Q1: 4,049 shares 4,049 $88.6K 0.01% 0 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $86.9K 0.01% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826 $81.5K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $80.6K 0.01% 0 Timeline CWB 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: 1,493 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $74.5K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 842 shares 842 $69.4K 0.01% -935 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: 108 shares; 2024Q4: 266 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 214 shares 214 $64.7K <0.01% -135 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 157 shares 157 $64K <0.01% -183 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,945 shares; 2025Q1: 1,946 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares; 2025Q4: 1,661 shares; 2026Q1: 1,402 shares 1,402 $63.3K <0.01% -259 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 2,342 shares 2,342 $58.9K <0.01% -2,158 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $58.4K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,555 shares; 2025Q4: 2,359 shares; 2026Q1: 819 shares 819 $55.6K <0.01% -1,540 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares 1,528 $53K <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: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $52.7K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,558 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 2,162 shares; 2026Q1: 1,558 shares 1,558 $51.3K <0.01% -604 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,746 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $50.7K <0.01% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $49.8K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $47.7K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 581 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 386 shares 386 $46.7K <0.01% -53 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: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $45.8K <0.01% 0 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: 620 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 622 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $41.8K <0.01% 0 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares 1,347 $39.2K <0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares 1,216 $39.2K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347 $39K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,323 shares; 2025Q1: 2,285 shares; 2025Q2: 2,305 shares; 2025Q3: 2,312 shares; 2025Q4: 2,322 shares; 2026Q1: 980 shares 980 $38.2K <0.01% -1,342 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $37.2K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,807 shares; 2025Q1: 1,486 shares; 2025Q2: 1,363 shares; 2025Q3: 777 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $36.9K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925 $35.2K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 319 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $33.6K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 1,067 shares 1,067 $32.5K <0.01% -973 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,448 shares; 2025Q1: 3,293 shares; 2025Q2: 3,437 shares; 2025Q3: 2,931 shares; 2025Q4: 2,936 shares; 2026Q1: 277 shares 277 $30.2K <0.01% -2,659 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $29.6K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 3,096 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $29.6K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $28.6K <0.01% 0 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $27.1K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $26.8K <0.01% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares 1,274 $26.7K <0.01% 0 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 890 shares; 2026Q1: 890 shares 890 $25.5K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 66 shares; 2026Q1: 36 shares 36 $25.1K <0.01% -30 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 1,171 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares 812 $24.9K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $24.4K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $20.4K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $20.2K <0.01% 0 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $18.4K <0.01% 0 Timeline SCHJ 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: 438 shares; 2024Q4: 876 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $17K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $15K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 309 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $14K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 818 shares; 2025Q1: 485 shares; 2025Q2: 489 shares; 2025Q3: 494 shares; 2025Q4: 501 shares; 2026Q1: 504 shares 504 $12.9K <0.01% +3 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $10.8K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.7K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 371 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $9.69K <0.01% 0 Timeline XHB 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $9.38K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $9.28K <0.01% 0 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $8.31K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 205 shares; 2025Q1: 569 shares; 2025Q2: 205 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $7.91K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,790 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,442 shares; 2026Q1: 48 shares 48 $7K <0.01% -4,394 Timeline EWI 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: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $5.93K <0.01% 0 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $5.82K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $5.3K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $4.66K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $1.87K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.24K <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.23K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 326 shares; 2026Q1: 53 shares 53 $1.21K <0.01% -273 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $465 <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 49 shares; 2025Q3: 50 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $52 <0.01% 0 Timeline