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: 138,517 shares; 2024Q4: 135,032 shares; 2025Q1: 133,494 shares; 2025Q2: 134,713 shares; 2025Q3: 135,468 shares; 2025Q4: 136,375 shares; 2026Q1: 138,197 shares 138,197 $90.3M 12.56% +1,822 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: 717,989 shares; 2024Q4: 725,565 shares; 2025Q1: 664,678 shares; 2025Q2: 382,317 shares; 2025Q3: 403,677 shares; 2025Q4: 415,737 shares; 2026Q1: 675,168 shares 675,168 $51.7M 7.19% +259,431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491,882 shares 491,882 $33.7M 4.69% new 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: 655,177 shares; 2024Q4: 726,789 shares; 2025Q1: 747,931 shares; 2025Q2: 744,985 shares; 2025Q3: 757,557 shares; 2025Q4: 759,225 shares; 2026Q1: 763,480 shares 763,480 $29.7M 4.14% +4,255 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: 55,398 shares; 2024Q4: 57,586 shares; 2025Q1: 85,176 shares; 2025Q2: 91,745 shares; 2025Q3: 98,761 shares; 2025Q4: 142,335 shares; 2026Q1: 135,184 shares 135,184 $28.5M 3.97% -7,151 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,483 shares; 2024Q4: 471,923 shares; 2025Q1: 457,024 shares; 2025Q2: 452,375 shares; 2025Q3: 584,093 shares; 2025Q4: 743,154 shares; 2026Q1: 779,259 shares 779,259 $26.4M 3.67% +36,105 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,178 shares; 2024Q4: 365,937 shares; 2025Q1: 386,683 shares; 2025Q2: 400,505 shares; 2025Q3: 504,353 shares; 2025Q4: 520,752 shares; 2026Q1: 435,609 shares 435,609 $25.3M 3.53% -85,143 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: 219,582 shares; 2024Q4: 214,120 shares; 2025Q1: 225,523 shares; 2025Q2: 191,498 shares; 2025Q3: 189,768 shares; 2025Q4: 197,737 shares; 2026Q1: 211,406 shares 211,406 $23.9M 3.33% +13,669 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: 154,861 shares; 2024Q4: 144,611 shares; 2025Q1: 144,589 shares; 2025Q2: 137,416 shares; 2025Q3: 131,283 shares; 2025Q4: 126,688 shares; 2026Q1: 128,127 shares 128,127 $18.2M 2.54% +1,439 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: 374,798 shares; 2024Q4: 386,192 shares; 2025Q1: 400,697 shares; 2025Q2: 407,023 shares; 2025Q3: 383,323 shares; 2025Q4: 380,050 shares; 2026Q1: 381,858 shares 381,858 $17.2M 2.4% +1,808 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: 75,131 shares; 2024Q4: 76,187 shares; 2025Q1: 76,375 shares; 2025Q2: 76,639 shares; 2025Q3: 79,259 shares; 2025Q4: 62,305 shares; 2026Q1: 62,645 shares 62,645 $15.9M 2.21% +340 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,321 shares; 2024Q4: 120,756 shares; 2025Q1: 145,741 shares; 2025Q2: 153,841 shares; 2025Q3: 133,302 shares; 2025Q4: 75,413 shares; 2026Q1: 76,659 shares 76,659 $14.7M 2.05% +1,246 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,463 shares; 2024Q4: 234,164 shares; 2025Q1: 244,503 shares; 2025Q2: 282,967 shares; 2025Q3: 294,673 shares; 2025Q4: 284,663 shares; 2026Q1: 316,985 shares 316,985 $14.5M 2.01% +32,322 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 135,633 shares; 2025Q3: 340,204 shares; 2025Q4: 369,035 shares; 2026Q1: 386,284 shares 386,284 $12.7M 1.77% +17,249 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,379 shares; 2025Q1: 62,083 shares; 2025Q2: 62,266 shares; 2025Q3: 61,722 shares; 2025Q4: 99,074 shares; 2026Q1: 104,690 shares 104,690 $11.7M 1.63% +5,616 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: 154,001 shares; 2024Q4: 147,084 shares; 2025Q1: 148,670 shares; 2025Q2: 144,985 shares; 2025Q3: 134,094 shares; 2025Q4: 131,174 shares; 2026Q1: 126,253 shares 126,253 $11.4M 1.59% -4,921 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,198 shares; 2025Q3: 281,790 shares; 2025Q4: 294,828 shares; 2026Q1: 314,985 shares 314,985 $11.4M 1.59% +20,157 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: 286,375 shares; 2024Q4: 313,240 shares; 2025Q1: 246,959 shares; 2025Q2: 384,065 shares; 2025Q3: 284,874 shares; 2025Q4: 269,374 shares; 2026Q1: 152,689 shares 152,689 $11.4M 1.58% -116,685 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: 123,072 shares; 2024Q4: 140,935 shares; 2025Q1: 146,218 shares; 2025Q2: 147,043 shares; 2025Q3: 155,645 shares; 2025Q4: 151,398 shares; 2026Q1: 147,895 shares 147,895 $10.9M 1.52% -3,503 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: 32,684 shares; 2024Q4: 33,612 shares; 2025Q1: 37,879 shares; 2025Q2: 39,603 shares; 2025Q3: 42,197 shares; 2025Q4: 43,689 shares; 2026Q1: 44,727 shares 44,727 $10.6M 1.47% +1,038 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: 156,041 shares; 2024Q4: 159,909 shares; 2025Q1: 138,413 shares; 2025Q2: 141,835 shares; 2025Q3: 140,772 shares; 2025Q4: 146,734 shares; 2026Q1: 148,714 shares 148,714 $10M 1.4% +1,980 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: 44,237 shares; 2024Q4: 43,465 shares; 2025Q1: 45,914 shares; 2025Q2: 47,684 shares; 2025Q3: 59,237 shares; 2025Q4: 53,486 shares; 2026Q1: 54,053 shares 54,053 $9.43M 1.31% +567 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,539 shares; 2025Q4: 83,244 shares; 2026Q1: 124,454 shares 124,454 $8.82M 1.23% +41,210 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: 126,330 shares; 2024Q4: 125,746 shares; 2025Q1: 122,940 shares; 2025Q2: 120,388 shares; 2025Q3: 116,736 shares; 2025Q4: 113,971 shares; 2026Q1: 112,398 shares 112,398 $7.89M 1.1% -1,573 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: 108,576 shares; 2024Q4: 104,577 shares; 2025Q1: 105,007 shares; 2025Q2: 98,093 shares; 2025Q3: 90,121 shares; 2025Q4: 89,998 shares; 2026Q1: 90,142 shares 90,142 $7.81M 1.09% +144 Timeline VCRM 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: not reported; 2024Q4: 51,315 shares; 2025Q1: 56,040 shares; 2025Q2: 57,951 shares; 2025Q3: 66,299 shares; 2025Q4: 81,481 shares; 2026Q1: 87,225 shares 87,225 $6.55M 0.91% +5,744 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: 15,880 shares; 2024Q4: 16,347 shares; 2025Q1: 16,249 shares; 2025Q2: 16,427 shares; 2025Q3: 17,863 shares; 2025Q4: 14,266 shares; 2026Q1: 15,846 shares 15,846 $5.87M 0.82% +1,580 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: 78,553 shares; 2024Q4: 76,919 shares; 2025Q1: 62,576 shares; 2025Q2: 64,106 shares; 2025Q3: 73,875 shares; 2025Q4: 75,191 shares; 2026Q1: 75,992 shares 75,992 $5.41M 0.75% +801 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: 156,675 shares; 2024Q4: 151,821 shares; 2025Q1: 151,949 shares; 2025Q2: 152,227 shares; 2025Q3: 144,825 shares; 2025Q4: 139,698 shares; 2026Q1: 138,826 shares 138,826 $5.39M 0.75% -872 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,768 shares; 2024Q4: 33,036 shares; 2025Q1: 32,490 shares; 2025Q2: 32,300 shares; 2025Q3: 33,230 shares; 2025Q4: 33,653 shares; 2026Q1: 35,584 shares 35,584 $5.03M 0.7% +1,931 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: 29,597 shares; 2024Q4: 32,380 shares; 2025Q1: 32,587 shares; 2025Q2: 39,977 shares; 2025Q3: 41,724 shares; 2025Q4: 43,404 shares; 2026Q1: 42,785 shares 42,785 $4.43M 0.62% -619 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: 8,834 shares; 2024Q4: 5,120 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 24,398 shares; 2026Q1: 102,761 shares 102,761 $4.34M 0.6% +78,363 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,391 shares; 2024Q4: 187,848 shares; 2025Q1: 184,133 shares; 2025Q2: 175,488 shares; 2025Q3: 169,310 shares; 2025Q4: 160,236 shares; 2026Q1: 159,940 shares 159,940 $4.3M 0.6% -296 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,845 shares; 2024Q4: 53,549 shares; 2025Q1: 53,556 shares; 2025Q2: 53,563 shares; 2025Q3: 53,557 shares; 2025Q4: 47,044 shares; 2026Q1: 47,049 shares 47,049 $3.93M 0.55% +5 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: 3,822 shares; 2024Q4: 3,872 shares; 2025Q1: 4,051 shares; 2025Q2: 4,497 shares; 2025Q3: 4,997 shares; 2025Q4: 5,175 shares; 2026Q1: 5,511 shares 5,511 $3.85M 0.54% +336 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: 35,233 shares; 2024Q4: 31,984 shares; 2025Q1: 30,333 shares; 2025Q2: 29,903 shares; 2025Q3: 29,546 shares; 2025Q4: 29,554 shares; 2026Q1: 28,965 shares 28,965 $3.6M 0.5% -589 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: 39,035 shares; 2024Q4: 40,187 shares; 2025Q1: 38,324 shares; 2025Q2: 39,249 shares; 2025Q3: 45,708 shares; 2025Q4: 47,730 shares; 2026Q1: 49,322 shares 49,322 $3.26M 0.45% +1,592 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: 14,661 shares; 2024Q4: 14,647 shares; 2025Q1: 14,553 shares; 2025Q2: 14,098 shares; 2025Q3: 15,715 shares; 2025Q4: 14,817 shares; 2026Q1: 15,110 shares 15,110 $3.15M 0.44% +293 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: 3,572 shares; 2024Q4: 4,743 shares; 2025Q1: 4,854 shares; 2025Q2: 4,848 shares; 2025Q3: 4,943 shares; 2025Q4: 5,123 shares; 2026Q1: 5,210 shares 5,210 $3.11M 0.43% +87 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,686 shares; 2024Q4: 40,533 shares; 2025Q1: 38,835 shares; 2025Q2: 36,731 shares; 2025Q3: 35,924 shares; 2025Q4: 34,391 shares; 2026Q1: 33,362 shares 33,362 $3.05M 0.42% -1,029 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,012 shares; 2025Q1: 83,168 shares; 2025Q2: 59,304 shares; 2025Q3: 96,407 shares; 2025Q4: 91,476 shares; 2026Q1: 31,558 shares 31,558 $2.93M 0.41% -59,918 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: 4,645 shares; 2024Q4: 4,619 shares; 2025Q1: 4,691 shares; 2025Q2: 4,737 shares; 2025Q3: 4,796 shares; 2025Q4: 4,645 shares; 2026Q1: 4,742 shares 4,742 $2.74M 0.38% +97 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: 101,777 shares; 2024Q4: 101,816 shares; 2025Q1: 101,942 shares; 2025Q2: 98,986 shares; 2025Q3: 84,156 shares; 2025Q4: 82,682 shares; 2026Q1: 85,371 shares 85,371 $2.62M 0.36% +2,689 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: 79,618 shares; 2024Q4: 81,131 shares; 2025Q1: 81,176 shares; 2025Q2: 81,210 shares; 2025Q3: 77,808 shares; 2025Q4: 74,312 shares; 2026Q1: 74,338 shares 74,338 $2.53M 0.35% +26 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: 6,995 shares; 2024Q4: 6,950 shares; 2025Q1: 6,383 shares; 2025Q2: 6,379 shares; 2025Q3: 7,883 shares; 2025Q4: 8,432 shares; 2026Q1: 8,630 shares 8,630 $2.48M 0.35% +198 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: 97,541 shares; 2024Q4: 100,133 shares; 2025Q1: 154,206 shares; 2025Q2: 286,567 shares; 2025Q3: 245,621 shares; 2025Q4: 250,382 shares; 2026Q1: 34,885 shares 34,885 $2.43M 0.34% -215,497 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: 16,707 shares; 2024Q4: 28,533 shares; 2025Q1: 33,101 shares; 2025Q2: 33,476 shares; 2025Q3: 34,144 shares; 2025Q4: 34,105 shares; 2026Q1: 34,152 shares 34,152 $2.42M 0.34% +47 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: 4,065 shares; 2024Q4: 4,552 shares; 2025Q1: 4,764 shares; 2025Q2: 4,950 shares; 2025Q3: 6,326 shares; 2025Q4: 4,598 shares; 2026Q1: 4,474 shares 4,474 $2.14M 0.3% -124 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: 5,285 shares; 2024Q4: 5,565 shares; 2025Q1: 5,500 shares; 2025Q2: 6,147 shares; 2025Q3: 6,119 shares; 2025Q4: 5,933 shares; 2026Q1: 5,689 shares 5,689 $2.12M 0.29% -244 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 44,091 shares 44,091 $1.97M 0.27% +44,079 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: 1,809 shares; 2024Q4: 1,810 shares; 2025Q1: 1,826 shares; 2025Q2: 1,953 shares; 2025Q3: 1,952 shares; 2025Q4: 1,841 shares; 2026Q1: 1,902 shares 1,902 $1.89M 0.26% +61 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,331 shares; 2024Q4: 42,581 shares; 2025Q1: 42,581 shares; 2025Q2: 42,581 shares; 2025Q3: 42,581 shares; 2025Q4: 42,581 shares; 2026Q1: 42,581 shares 42,581 $1.88M 0.26% 0 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: 7,936 shares; 2024Q4: 7,937 shares; 2025Q1: 7,938 shares; 2025Q2: 7,823 shares; 2025Q3: 7,828 shares; 2025Q4: 7,828 shares; 2026Q1: 7,786 shares 7,786 $1.87M 0.26% -42 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: 11,398 shares; 2024Q4: 11,343 shares; 2025Q1: 11,971 shares; 2025Q2: 13,205 shares; 2025Q3: 14,309 shares; 2025Q4: 14,247 shares; 2026Q1: 14,739 shares 14,739 $1.83M 0.25% +492 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: 16,146 shares; 2024Q4: 15,744 shares; 2025Q1: 15,873 shares; 2025Q2: 15,303 shares; 2025Q3: 14,967 shares; 2025Q4: 14,800 shares; 2026Q1: 14,335 shares 14,335 $1.7M 0.24% -465 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: 147,692 shares; 2024Q4: 178,120 shares; 2025Q1: 102,030 shares; 2025Q2: 97,866 shares; 2025Q3: 23,400 shares; 2025Q4: 14,175 shares; 2026Q1: 13,413 shares 13,413 $1.49M 0.21% -762 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 3,859 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 4,920 shares; 2025Q4: 4,933 shares; 2026Q1: 4,980 shares 4,980 $1.49M 0.21% +47 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,401 shares; 2024Q4: 28,987 shares; 2025Q1: 27,977 shares; 2025Q2: 26,940 shares; 2025Q3: 24,275 shares; 2025Q4: 23,506 shares; 2026Q1: 22,951 shares 22,951 $1.49M 0.21% -555 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: 11,117 shares; 2025Q1: 11,060 shares; 2025Q2: 11,073 shares; 2025Q3: 10,866 shares; 2025Q4: 10,884 shares; 2026Q1: 10,912 shares 10,912 $1.43M 0.2% +28 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: 4,421 shares; 2024Q4: 4,323 shares; 2025Q1: 4,407 shares; 2025Q2: 4,409 shares; 2025Q3: 4,778 shares; 2025Q4: 4,821 shares; 2026Q1: 4,823 shares 4,823 $1.38M 0.19% +2 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,339 shares; 2024Q4: 9,534 shares; 2025Q1: 9,653 shares; 2025Q2: 8,352 shares; 2025Q3: 8,778 shares; 2025Q4: 8,996 shares; 2026Q1: 9,584 shares 9,584 $1.36M 0.19% +588 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: 10,030 shares; 2024Q4: 8,217 shares; 2025Q1: 7,233 shares; 2025Q2: 9,580 shares; 2025Q3: 10,136 shares; 2025Q4: 10,479 shares; 2026Q1: 12,686 shares 12,686 $1.35M 0.19% +2,207 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,809 shares; 2024Q4: 14,751 shares; 2025Q1: 14,494 shares; 2025Q2: 13,193 shares; 2025Q3: 13,379 shares; 2025Q4: 13,188 shares; 2026Q1: 14,244 shares 14,244 $1.32M 0.18% +1,056 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,682 shares; 2024Q4: 13,715 shares; 2025Q1: 13,759 shares; 2025Q2: 13,849 shares; 2025Q3: 13,852 shares; 2025Q4: 13,767 shares; 2026Q1: 22,464 shares 22,464 $1.29M 0.18% +8,697 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,337 shares; 2024Q4: 33,657 shares; 2025Q1: 33,157 shares; 2025Q2: 33,157 shares; 2025Q3: 32,112 shares; 2025Q4: 30,618 shares; 2026Q1: 31,383 shares 31,383 $1.29M 0.18% +765 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,473 shares; 2024Q4: 9,268 shares; 2025Q1: 8,856 shares; 2025Q2: 8,970 shares; 2025Q3: 8,493 shares; 2025Q4: 7,920 shares; 2026Q1: 7,743 shares 7,743 $1.24M 0.17% -177 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: 37,338 shares; 2024Q4: 39,716 shares; 2025Q1: 36,920 shares; 2025Q2: 36,218 shares; 2025Q3: 14,054 shares; 2025Q4: 13,773 shares; 2026Q1: 13,824 shares 13,824 $1.23M 0.17% +51 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,225 shares; 2025Q4: 13,145 shares; 2026Q1: 13,195 shares 13,195 $1.19M 0.17% +50 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,825 shares; 2024Q4: 22,734 shares; 2025Q1: 22,584 shares; 2025Q2: 19,884 shares; 2025Q3: 21,132 shares; 2025Q4: 22,321 shares; 2026Q1: 25,160 shares 25,160 $1.14M 0.16% +2,839 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: 1,400 shares; 2024Q4: 1,347 shares; 2025Q1: 1,393 shares; 2025Q2: 1,544 shares; 2025Q3: 1,928 shares; 2025Q4: 1,739 shares; 2026Q1: 1,941 shares 1,941 $1.11M 0.15% +202 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: 1,738 shares; 2024Q4: 2,256 shares; 2025Q1: 2,856 shares; 2025Q2: 2,919 shares; 2025Q3: 3,695 shares; 2025Q4: 3,431 shares; 2026Q1: 3,584 shares 3,584 $1.11M 0.15% +153 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,780 shares; 2025Q3: 1,790 shares; 2025Q4: 1,782 shares; 2026Q1: 1,783 shares 1,783 $1.08M 0.15% +1 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: 17,986 shares; 2024Q4: 16,578 shares; 2025Q1: 15,963 shares; 2025Q2: 14,846 shares; 2025Q3: 13,906 shares; 2025Q4: 13,412 shares; 2026Q1: 13,044 shares 13,044 $1.02M 0.14% -368 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,164 shares; 2025Q1: 7,111 shares; 2025Q2: 7,303 shares; 2025Q3: 5,618 shares; 2025Q4: 5,601 shares; 2026Q1: 11,106 shares 11,106 $884K 0.12% +5,505 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: 1,141 shares; 2024Q4: 1,406 shares; 2025Q1: 1,396 shares; 2025Q2: 1,024 shares; 2025Q3: 885 shares; 2025Q4: 915 shares; 2026Q1: 954 shares 954 $877K 0.12% +39 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: 2,490 shares; 2024Q4: 2,022 shares; 2025Q1: 2,143 shares; 2025Q2: 2,024 shares; 2025Q3: 2,134 shares; 2025Q4: 2,362 shares; 2026Q1: 2,463 shares 2,463 $832K 0.12% +101 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: 1,906 shares; 2024Q4: 1,870 shares; 2025Q1: 1,646 shares; 2025Q2: 1,552 shares; 2025Q3: 1,550 shares; 2025Q4: 1,603 shares; 2026Q1: 2,712 shares 2,712 $820K 0.11% +1,109 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: 3,656 shares; 2024Q4: 3,315 shares; 2025Q1: 3,320 shares; 2025Q2: 3,042 shares; 2025Q3: 3,726 shares; 2025Q4: 3,148 shares; 2026Q1: 3,329 shares 3,329 $814K 0.11% +181 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: 5,470 shares; 2024Q4: 5,401 shares; 2025Q1: 4,922 shares; 2025Q2: 3,911 shares; 2025Q3: 3,607 shares; 2025Q4: 3,587 shares; 2026Q1: 3,589 shares 3,589 $780K 0.11% +2 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: 1,091 shares; 2024Q4: 1,308 shares; 2025Q1: 1,204 shares; 2025Q2: 947 shares; 2025Q3: 1,091 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares 1,198 $779K 0.11% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 14,088 shares; 2025Q1: 9,722 shares; 2025Q2: 8,629 shares; 2025Q3: 7,883 shares; 2025Q4: 7,835 shares; 2026Q1: 7,531 shares 7,531 $748K 0.1% -304 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,551 shares; 2025Q1: 1,492 shares; 2025Q2: 1,358 shares; 2025Q3: 1,449 shares; 2025Q4: 1,499 shares; 2026Q1: 1,482 shares 1,482 $741K 0.1% -17 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: 10,676 shares; 2024Q4: 4,449 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 14,642 shares; 2025Q4: 15,235 shares; 2026Q1: 15,288 shares 15,288 $733K 0.1% +53 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 2,655 shares; 2025Q2: 2,671 shares; 2025Q3: 2,712 shares; 2025Q4: 2,667 shares; 2026Q1: 2,737 shares 2,737 $730K 0.1% +70 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: 1,541 shares; 2024Q4: 1,611 shares; 2025Q1: 1,605 shares; 2025Q2: 1,885 shares; 2025Q3: 2,296 shares; 2025Q4: 2,369 shares; 2026Q1: 2,385 shares 2,385 $702K 0.1% +16 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: 22,391 shares; 2024Q4: 25,643 shares; 2025Q1: 23,124 shares; 2025Q2: 21,309 shares; 2025Q3: 19,544 shares; 2025Q4: 19,645 shares; 2026Q1: 19,767 shares 19,767 $693K 0.1% +122 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: 2,801 shares; 2024Q4: 2,802 shares; 2025Q1: 2,814 shares; 2025Q2: 2,761 shares; 2025Q3: 3,124 shares; 2025Q4: 3,063 shares; 2026Q1: 3,260 shares 3,260 $674K 0.09% +197 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,199 shares; 2025Q1: 3,060 shares; 2025Q2: 3,125 shares; 2025Q3: 4,200 shares; 2025Q4: 4,299 shares; 2026Q1: 3,296 shares 3,296 $670K 0.09% -1,003 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,893 shares; 2025Q1: 1,899 shares; 2025Q2: 1,923 shares; 2025Q3: 2,069 shares; 2025Q4: 2,102 shares; 2026Q1: 2,099 shares 2,099 $652K 0.09% -3 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: 683 shares; 2024Q4: 683 shares; 2025Q1: 692 shares; 2025Q2: 733 shares; 2025Q3: 826 shares; 2025Q4: 857 shares; 2026Q1: 909 shares 909 $644K 0.09% +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: 2,062 shares; 2024Q4: 2,373 shares; 2025Q1: 2,375 shares; 2025Q2: 2,378 shares; 2025Q3: 2,380 shares; 2025Q4: 4,765 shares; 2026Q1: 4,768 shares 4,768 $634K 0.09% +3 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,348 shares; 2025Q1: 6,367 shares; 2025Q2: 5,531 shares; 2025Q3: 5,800 shares; 2025Q4: 5,889 shares; 2026Q1: 6,202 shares 6,202 $620K 0.09% +313 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,130 shares; 2025Q1: 1,145 shares; 2025Q2: 1,149 shares; 2025Q3: 1,221 shares; 2025Q4: 5,531 shares; 2026Q1: 5,803 shares 5,803 $607K 0.08% +272 Timeline DDFS 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: 28,530 shares; 2025Q4: 28,530 shares; 2026Q1: 28,554 shares 28,554 $603K 0.08% +24 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 7,750 shares; 2025Q1: 7,786 shares; 2025Q2: 7,984 shares; 2025Q3: 7,778 shares; 2025Q4: 14,647 shares; 2026Q1: 14,248 shares 14,248 $594K 0.08% -399 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,098 shares; 2025Q1: 4,104 shares; 2025Q2: 4,033 shares; 2025Q3: 3,877 shares; 2025Q4: 3,808 shares; 2026Q1: 3,809 shares 3,809 $591K 0.08% +1 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: 1,689 shares; 2024Q4: 1,858 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,354 shares; 2025Q4: 1,352 shares; 2026Q1: 1,362 shares 1,362 $586K 0.08% +10 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: 1,858 shares; 2024Q4: 2,296 shares; 2025Q1: 2,393 shares; 2025Q2: 2,328 shares; 2025Q3: 2,296 shares; 2025Q4: 2,018 shares; 2026Q1: 2,030 shares 2,030 $583K 0.08% +12 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: 9,173 shares; 2024Q4: 8,412 shares; 2025Q1: 8,818 shares; 2025Q2: 9,112 shares; 2025Q3: 9,124 shares; 2025Q4: 5,587 shares; 2026Q1: 5,361 shares 5,361 $571K 0.08% -226 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: 1,607 shares; 2025Q2: 2,077 shares; 2025Q3: 4,134 shares; 2025Q4: 3,963 shares; 2026Q1: 3,799 shares 3,799 $556K 0.08% -164 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,694 shares; 2025Q1: 2,495 shares; 2025Q2: 2,526 shares; 2025Q3: 2,583 shares; 2025Q4: 2,798 shares; 2026Q1: 1,619 shares 1,619 $553K 0.08% -1,179 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,414 shares; 2025Q1: 4,459 shares; 2025Q2: 4,587 shares; 2025Q3: 4,590 shares; 2025Q4: 4,383 shares; 2026Q1: 4,578 shares 4,578 $551K 0.08% +195 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,148 shares; 2025Q2: 3,204 shares; 2025Q3: 2,583 shares; 2025Q4: 3,362 shares; 2026Q1: 6,988 shares 6,988 $542K 0.08% +3,626 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: 1,898 shares; 2024Q4: 1,848 shares; 2025Q1: 1,745 shares; 2025Q2: 1,943 shares; 2025Q3: 2,772 shares; 2025Q4: 3,062 shares; 2026Q1: 3,143 shares 3,143 $533K 0.07% +81 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: not reported; 2024Q4: 1,000 shares; 2025Q1: 12,553 shares; 2025Q2: 12,219 shares; 2025Q3: 11,939 shares; 2025Q4: 10,297 shares; 2026Q1: 10,006 shares 10,006 $506K 0.07% -291 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,507 shares; 2025Q1: 2,386 shares; 2025Q2: 2,361 shares; 2025Q3: 2,345 shares; 2025Q4: 2,359 shares; 2026Q1: 2,342 shares 2,342 $504K 0.07% -17 Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,296 shares; 2024Q4: 30,753 shares; 2025Q1: 53,483 shares; 2025Q2: 53,483 shares; 2025Q3: 56,157 shares; 2025Q4: 52,376 shares; 2026Q1: 52,376 shares 52,376 $497K 0.07% 0 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: 1,515 shares; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,109 shares; 2025Q3: 2,083 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares 1,869 $490K 0.07% 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: 3,981 shares; 2024Q4: 3,839 shares; 2025Q1: 3,751 shares; 2025Q2: 3,808 shares; 2025Q3: 3,731 shares; 2025Q4: 4,655 shares; 2026Q1: 4,179 shares 4,179 $469K 0.07% -476 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: 7,091 shares; 2024Q4: 6,785 shares; 2025Q1: 6,923 shares; 2025Q2: 6,952 shares; 2025Q3: 7,035 shares; 2025Q4: 7,172 shares; 2026Q1: 7,176 shares 7,176 $460K 0.06% +4 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: 10,407 shares; 2024Q4: 9,672 shares; 2025Q1: 8,464 shares; 2025Q2: 7,278 shares; 2025Q3: 4,835 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares 4,713 $458K 0.06% 0 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: 4,396 shares; 2024Q4: 4,452 shares; 2025Q1: 4,445 shares; 2025Q2: 4,412 shares; 2025Q3: 4,378 shares; 2025Q4: 2,990 shares; 2026Q1: 3,127 shares 3,127 $452K 0.06% +137 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,212 shares; 2024Q4: 17,682 shares; 2025Q1: 17,927 shares; 2025Q2: 18,102 shares; 2025Q3: 18,103 shares; 2025Q4: 18,103 shares; 2026Q1: 17,818 shares 17,818 $447K 0.06% -285 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,405 shares; 2025Q3: 1,522 shares; 2025Q4: 1,554 shares; 2026Q1: 1,478 shares 1,478 $447K 0.06% -76 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: 7,889 shares; 2024Q4: 7,900 shares; 2025Q1: 7,834 shares; 2025Q2: 6,804 shares; 2025Q3: 7,352 shares; 2025Q4: 7,668 shares; 2026Q1: 8,265 shares 8,265 $441K 0.06% +597 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: 214 shares; 2025Q1: 221 shares; 2025Q2: 241 shares; 2025Q3: 332 shares; 2025Q4: 358 shares; 2026Q1: 488 shares 488 $426K 0.06% +130 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: 864 shares; 2025Q1: 778 shares; 2025Q2: 831 shares; 2025Q3: 1,017 shares; 2025Q4: 1,027 shares; 2026Q1: 1,480 shares 1,480 $420K 0.06% +453 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: 7,086 shares; 2024Q4: 7,020 shares; 2025Q1: 7,012 shares; 2025Q2: 7,029 shares; 2025Q3: 7,283 shares; 2025Q4: 2,499 shares; 2026Q1: 2,666 shares 2,666 $414K 0.06% +167 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: 2,943 shares; 2024Q4: 2,937 shares; 2025Q1: 2,831 shares; 2025Q2: 2,891 shares; 2025Q3: 3,180 shares; 2025Q4: 2,980 shares; 2026Q1: 3,107 shares 3,107 $410K 0.06% +127 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,481 shares; 2025Q1: 2,519 shares; 2025Q2: 2,606 shares; 2025Q3: 2,521 shares; 2025Q4: 2,480 shares; 2026Q1: 4,170 shares 4,170 $402K 0.06% +1,690 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,290 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 3,013 shares; 2025Q4: 4,410 shares; 2026Q1: 5,156 shares 5,156 $399K 0.06% +746 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: 1,871 shares; 2025Q2: 1,897 shares; 2025Q3: 1,942 shares; 2025Q4: 1,688 shares; 2026Q1: 1,730 shares 1,730 $399K 0.06% +42 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: 7,570 shares; 2024Q4: 6,966 shares; 2025Q1: 6,966 shares; 2025Q2: 7,414 shares; 2025Q3: 7,995 shares; 2025Q4: 8,255 shares; 2026Q1: 8,164 shares 8,164 $398K 0.06% -91 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,025 shares; 2026Q1: 6,037 shares 6,037 $394K 0.05% +12 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 9,239 shares; 2026Q1: 9,087 shares 9,087 $385K 0.05% -152 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: not reported; 2024Q4: 14,425 shares; 2025Q1: 16,715 shares; 2025Q2: 16,715 shares; 2025Q3: 16,715 shares; 2025Q4: 16,715 shares; 2026Q1: 16,715 shares 16,715 $383K 0.05% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,430 shares; 2025Q4: 3,455 shares; 2026Q1: 3,460 shares 3,460 $380K 0.05% +5 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: 1,101 shares; 2024Q4: 1,100 shares; 2025Q1: 1,101 shares; 2025Q2: 1,117 shares; 2025Q3: 1,352 shares; 2025Q4: 1,152 shares; 2026Q1: 1,137 shares 1,137 $374K 0.05% -15 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,861 shares; 2025Q1: 4,860 shares; 2025Q2: 4,673 shares; 2025Q3: 4,645 shares; 2025Q4: 4,788 shares; 2026Q1: 4,794 shares 4,794 $362K 0.05% +6 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: not reported; 2024Q4: 2,140 shares; 2025Q1: 201 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 1,092 shares; 2026Q1: 1,104 shares 1,104 $354K 0.05% +12 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: not reported; 2024Q4: 4,722 shares; 2025Q1: 4,717 shares; 2025Q2: 4,709 shares; 2025Q3: 4,709 shares; 2025Q4: 4,452 shares; 2026Q1: 4,452 shares 4,452 $353K 0.05% 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: 4,044 shares; 2024Q4: 3,942 shares; 2025Q1: 3,718 shares; 2025Q2: 3,574 shares; 2025Q3: 3,524 shares; 2025Q4: 3,525 shares; 2026Q1: 3,674 shares 3,674 $351K 0.05% +149 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: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,268 shares; 2025Q3: 9,268 shares; 2025Q4: 9,268 shares; 2026Q1: 9,268 shares 9,268 $351K 0.05% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,870 shares; 2024Q4: 9,853 shares; 2025Q1: 9,452 shares; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 8,456 shares; 2026Q1: 5,978 shares 5,978 $330K 0.05% -2,478 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,836 shares; 2025Q2: 1,834 shares; 2025Q3: 2,288 shares; 2025Q4: 2,158 shares; 2026Q1: 3,798 shares 3,798 $329K 0.05% +1,640 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 71 shares; 2026Q1: 78 shares 78 $327K 0.05% +7 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,676 shares; 2024Q4: 23,806 shares; 2025Q1: 23,954 shares; 2025Q2: 24,148 shares; 2025Q3: 24,323 shares; 2025Q4: 24,406 shares; 2026Q1: 24,475 shares 24,475 $326K 0.05% +69 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 2,949 shares; 2025Q1: 3,164 shares; 2025Q2: 2,477 shares; 2025Q3: 2,416 shares; 2025Q4: 2,477 shares; 2026Q1: 2,578 shares 2,578 $326K 0.05% +101 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 289 shares; 2025Q2: 295 shares; 2025Q3: 315 shares; 2025Q4: 306 shares; 2026Q1: 337 shares 337 $324K 0.05% +31 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,632 shares; 2025Q1: 4,817 shares; 2025Q2: 4,801 shares; 2025Q3: 6,250 shares; 2025Q4: 5,637 shares; 2026Q1: 7,348 shares 7,348 $324K 0.05% +1,711 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: not reported; 2024Q4: 198 shares; 2025Q1: 200 shares; 2025Q2: 222 shares; 2025Q3: 250 shares; 2025Q4: 2,766 shares; 2026Q1: 3,360 shares 3,360 $323K 0.04% +594 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares 4,825 $318K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,346 shares; 2025Q1: 2,334 shares; 2025Q2: 2,377 shares; 2025Q3: 2,593 shares; 2025Q4: 2,570 shares; 2026Q1: 2,398 shares 2,398 $309K 0.04% -172 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: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,179 shares; 2025Q2: 1,223 shares; 2025Q3: 1,232 shares; 2025Q4: 1,345 shares; 2026Q1: 1,578 shares 1,578 $306K 0.04% +233 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: 5,030 shares; 2024Q4: 5,530 shares; 2025Q1: 5,534 shares; 2025Q2: 5,534 shares; 2025Q3: 5,534 shares; 2025Q4: 5,534 shares; 2026Q1: 6,126 shares 6,126 $306K 0.04% +592 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,064 shares; 2025Q1: 7,144 shares; 2025Q2: 7,476 shares; 2025Q3: 7,521 shares; 2025Q4: 9,994 shares; 2026Q1: 10,516 shares 10,516 $305K 0.04% +522 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: 13,316 shares; 2024Q4: 13,355 shares; 2025Q1: 13,489 shares; 2025Q2: 13,517 shares; 2025Q3: 10,166 shares; 2025Q4: 10,281 shares; 2026Q1: 10,429 shares 10,429 $303K 0.04% +148 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,129 shares; 2025Q1: 7,130 shares; 2025Q2: 7,215 shares; 2025Q3: 7,366 shares; 2025Q4: 7,416 shares; 2026Q1: 7,521 shares 7,521 $302K 0.04% +105 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,919 shares; 2025Q3: 2,170 shares; 2025Q4: 2,189 shares; 2026Q1: 2,250 shares 2,250 $297K 0.04% +61 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 8,681 shares; 2025Q1: 8,623 shares; 2025Q2: 8,986 shares; 2025Q3: 9,107 shares; 2025Q4: 9,525 shares; 2026Q1: 10,522 shares 10,522 $295K 0.04% +997 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,139 shares; 2025Q1: 2,002 shares; 2025Q2: 1,357 shares; 2025Q3: 1,601 shares; 2025Q4: 1,742 shares; 2026Q1: 1,833 shares 1,833 $293K 0.04% +91 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: 11,481 shares; 2024Q4: 11,380 shares; 2025Q1: 11,978 shares; 2025Q2: 11,720 shares; 2025Q3: 11,952 shares; 2025Q4: 12,341 shares; 2026Q1: 12,304 shares 12,304 $291K 0.04% -37 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 498 shares; 2025Q1: 538 shares; 2025Q2: 541 shares; 2025Q3: 698 shares; 2025Q4: 712 shares; 2026Q1: 644 shares 644 $288K 0.04% -68 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,078 shares; 2025Q1: 1,014 shares; 2025Q2: 837 shares; 2025Q3: 834 shares; 2025Q4: 836 shares; 2026Q1: 874 shares 874 $287K 0.04% +38 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: 1,663 shares; 2024Q4: 1,946 shares; 2025Q1: 1,853 shares; 2025Q2: 1,826 shares; 2025Q3: 1,698 shares; 2025Q4: 1,260 shares; 2026Q1: 1,942 shares 1,942 $286K 0.04% +682 Timeline USEP 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: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,350 shares 7,350 $284K 0.04% 0 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: 22,482 shares; 2024Q4: 22,482 shares; 2025Q1: 22,482 shares; 2025Q2: 22,482 shares; 2025Q3: 10,952 shares; 2025Q4: 11,012 shares; 2026Q1: 11,052 shares 11,052 $283K 0.04% +40 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: not reported; 2024Q4: 479 shares; 2025Q1: 510 shares; 2025Q2: 576 shares; 2025Q3: 960 shares; 2025Q4: 1,236 shares; 2026Q1: 1,302 shares 1,302 $283K 0.04% +66 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 616 shares; 2025Q1: 591 shares; 2025Q2: 547 shares; 2025Q3: 642 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $283K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 3,912 shares; 2025Q1: 3,815 shares; 2025Q2: 3,959 shares; 2025Q3: 4,125 shares; 2025Q4: 4,107 shares; 2026Q1: 4,213 shares 4,213 $280K 0.04% +106 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,593 shares; 2025Q1: 7,594 shares; 2025Q2: 7,664 shares; 2025Q3: 7,974 shares; 2025Q4: 7,776 shares; 2026Q1: 7,965 shares 7,965 $267K 0.04% +189 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,001 shares; 2025Q2: 185,500 shares; 2025Q3: 401,671 shares; 2025Q4: 412,035 shares; 2026Q1: 4,877 shares 4,877 $266K 0.04% -407,158 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 706 shares; 2025Q2: 717 shares; 2025Q3: 776 shares; 2025Q4: 802 shares; 2026Q1: 805 shares 805 $263K 0.04% +3 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,874 shares; 2025Q1: 6,764 shares; 2025Q2: 6,718 shares; 2025Q3: 6,786 shares; 2025Q4: 1,124 shares; 2026Q1: 1,084 shares 1,084 $263K 0.04% -40 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares 1,972 $258K 0.04% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 2,648 shares; 2025Q4: 4,558 shares; 2026Q1: 4,558 shares 4,558 $258K 0.04% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 4,048 shares 4,048 $253K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,215 shares; 2025Q3: 1,347 shares; 2025Q4: 1,118 shares; 2026Q1: 1,272 shares 1,272 $253K 0.04% +154 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 3,676 shares; 2025Q3: 3,696 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares 3,692 $251K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: 1,352 shares; 2025Q2: 1,423 shares; 2025Q3: 2,020 shares; 2025Q4: 2,026 shares; 2026Q1: 1,914 shares 1,914 $251K 0.03% -112 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,419 shares; 2025Q2: 2,399 shares; 2025Q3: 2,423 shares; 2025Q4: 2,734 shares; 2026Q1: 2,725 shares 2,725 $246K 0.03% -9 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,441 shares; 2025Q1: 1,456 shares; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares; 2025Q4: 1,566 shares; 2026Q1: 1,591 shares 1,591 $243K 0.03% +25 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 1,026 shares; 2025Q3: 973 shares; 2025Q4: 972 shares; 2026Q1: 929 shares 929 $236K 0.03% -43 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,963 shares; 2025Q1: 3,984 shares; 2025Q2: 4,027 shares; 2025Q3: 3,814 shares; 2025Q4: 3,684 shares; 2026Q1: 3,722 shares 3,722 $230K 0.03% +38 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: not reported; 2024Q4: 2,620 shares; 2025Q1: 6,471 shares; 2025Q2: 8,556 shares; 2025Q3: 8,630 shares; 2025Q4: 8,731 shares; 2026Q1: 8,779 shares 8,779 $222K 0.03% +48 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,446 shares; 2025Q3: 1,505 shares; 2025Q4: 1,545 shares; 2026Q1: 1,529 shares 1,529 $222K 0.03% -16 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,367 shares; 2025Q4: 29,367 shares; 2026Q1: 29,367 shares 29,367 $221K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 153 shares; 2025Q2: 156 shares; 2025Q3: 220 shares; 2025Q4: 229 shares; 2026Q1: 261 shares 261 $221K 0.03% +32 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,552 shares; 2025Q1: 9,621 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $217K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,670 shares; 2025Q3: 2,339 shares; 2025Q4: 2,608 shares; 2026Q1: 2,843 shares 2,843 $216K 0.03% +235 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,833 shares; 2024Q4: 14,833 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares; 2026Q1: 11,140 shares 11,140 $216K 0.03% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 282 shares; 2025Q3: 283 shares; 2025Q4: 286 shares; 2026Q1: 289 shares 289 $213K 0.03% +3 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 5,895 shares; 2025Q1: 7,939 shares; 2025Q2: 6,385 shares; 2025Q3: 6,224 shares; 2025Q4: 4,593 shares; 2026Q1: 4,209 shares 4,209 $213K 0.03% -384 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 2,581 shares; 2026Q1: 2,581 shares 2,581 $213K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 770 shares; 2025Q1: 801 shares; 2025Q2: 814 shares; 2025Q3: 833 shares; 2025Q4: 853 shares; 2026Q1: 887 shares 887 $212K 0.03% +34 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: 6,219 shares; 2024Q4: 6,219 shares; 2025Q1: 5,843 shares; 2025Q2: 5,452 shares; 2025Q3: 4,292 shares; 2025Q4: 4,050 shares; 2026Q1: 3,961 shares 3,961 $209K 0.03% -89 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 823 shares; 2025Q1: 835 shares; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 806 shares; 2026Q1: 760 shares 760 $207K 0.03% -46 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,413 shares; 2024Q4: 9,182 shares; 2025Q1: 3,779 shares; 2025Q2: 3,599 shares; 2025Q3: 3,015 shares; 2025Q4: 3,041 shares; 2026Q1: 2,348 shares 2,348 $207K 0.03% -693 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,051 shares; 2025Q3: 1,062 shares; 2025Q4: 1,053 shares; 2026Q1: 993 shares 993 $207K 0.03% -60 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,245 shares; 2025Q1: 986 shares; 2025Q2: 994 shares; 2025Q3: 1,053 shares; 2025Q4: 974 shares; 2026Q1: 1,012 shares 1,012 $206K 0.03% +38 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: 15 shares; 2025Q1: 28 shares; 2025Q2: 55 shares; 2025Q3: 515 shares; 2025Q4: 764 shares; 2026Q1: 939 shares 939 $201K 0.03% +175 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: 1,010 shares; 2024Q4: 868 shares; 2025Q1: 839 shares; 2025Q2: 869 shares; 2025Q3: 806 shares; 2025Q4: 869 shares; 2026Q1: 849 shares 849 $201K 0.03% -20 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: 2,352 shares; 2025Q1: 2,601 shares; 2025Q2: 2,981 shares; 2025Q3: 4,125 shares; 2025Q4: 5,107 shares; 2026Q1: 5,214 shares 5,214 $200K 0.03% +107 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,171 shares; 2025Q1: 1,168 shares; 2025Q2: 1,201 shares; 2025Q3: 1,255 shares; 2025Q4: 1,259 shares; 2026Q1: 1,271 shares 1,271 $200K 0.03% +12 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: 7,444 shares; 2024Q4: 7,476 shares; 2025Q1: 7,701 shares; 2025Q2: 951 shares; 2025Q3: 1,339 shares; 2025Q4: 1,349 shares; 2026Q1: 3,969 shares 3,969 $198K 0.03% +2,620 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares 7,550 $198K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,254 shares; 2025Q2: 2,347 shares; 2025Q3: 2,616 shares; 2025Q4: 991 shares; 2026Q1: 1,016 shares 1,016 $196K 0.03% +25 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: 10 shares; 2025Q1: 25 shares; 2025Q2: 75 shares; 2025Q3: 261 shares; 2025Q4: 373 shares; 2026Q1: 575 shares 575 $194K 0.03% +202 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,771 shares; 2026Q1: 2,847 shares 2,847 $194K 0.03% -924 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: not reported; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,623 shares; 2025Q3: 3,479 shares; 2025Q4: 3,443 shares; 2026Q1: 3,491 shares 3,491 $189K 0.03% +48 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,326 shares; 2025Q1: 1,361 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 3,285 shares; 2026Q1: 3,633 shares 3,633 $188K 0.03% +348 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares 1,198 $181K 0.03% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,967 shares; 2025Q1: 4,971 shares; 2025Q2: 4,808 shares; 2025Q3: 4,812 shares; 2025Q4: 4,814 shares; 2026Q1: 4,228 shares 4,228 $179K 0.02% -586 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: 217 shares; 2025Q1: 170 shares; 2025Q2: 77 shares; 2025Q3: 90 shares; 2025Q4: 126 shares; 2026Q1: 135 shares 135 $178K 0.02% +9 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 443 shares; 2025Q1: 425 shares; 2025Q2: 453 shares; 2025Q3: 458 shares; 2025Q4: 492 shares; 2026Q1: 418 shares 418 $178K 0.02% -74 Timeline UDEC 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: 4,500 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $177K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,300 shares; 2025Q2: 3,315 shares; 2025Q3: 3,442 shares; 2025Q4: 3,486 shares; 2026Q1: 2,845 shares 2,845 $176K 0.02% -641 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 46 shares; 2025Q4: 45 shares; 2026Q1: 52 shares 52 $174K 0.02% +7 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 1,698 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,710 shares; 2026Q1: 1,894 shares 1,894 $174K 0.02% +184 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 616 shares; 2025Q2: 618 shares; 2025Q3: 620 shares; 2025Q4: 622 shares; 2026Q1: 699 shares 699 $173K 0.02% +77 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 3,387 shares 3,387 $170K 0.02% +2,807 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: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $168K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 631 shares; 2025Q3: 801 shares; 2025Q4: 818 shares; 2026Q1: 839 shares 839 $166K 0.02% +21 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: not reported; 2024Q4: not reported; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 6,825 shares 6,825 $165K 0.02% +4,655 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 1,381 shares; 2025Q3: 1,443 shares; 2025Q4: 1,863 shares; 2026Q1: 1,857 shares 1,857 $164K 0.02% -6 Timeline UFEB 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: 1,650 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares; 2026Q1: 4,425 shares 4,425 $161K 0.02% -1,150 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 487 shares; 2025Q1: 481 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 477 shares; 2026Q1: 2,280 shares 2,280 $160K 0.02% +1,803 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 432 shares; 2025Q2: 451 shares; 2025Q3: 643 shares; 2025Q4: 672 shares; 2026Q1: 654 shares 654 $158K 0.02% -18 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,507 shares; 2024Q4: 44,841 shares; 2025Q1: 1,543 shares; 2025Q2: 895 shares; 2025Q3: 1,850 shares; 2025Q4: 3,267 shares; 2026Q1: 2,750 shares 2,750 $157K 0.02% -517 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 672 shares; 2025Q1: 553 shares; 2025Q2: 471 shares; 2025Q3: 766 shares; 2025Q4: 603 shares; 2026Q1: 581 shares 581 $157K 0.02% -22 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 279 shares; 2025Q3: 377 shares; 2025Q4: 307 shares; 2026Q1: 438 shares 438 $157K 0.02% +131 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,694 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares; 2025Q4: 7,164 shares; 2026Q1: 7,164 shares 7,164 $156K 0.02% 0 Timeline IBTK ISHARES 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: 5,210 shares; 2025Q1: 7,935 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares; 2025Q4: 7,935 shares; 2026Q1: 7,935 shares 7,935 $156K 0.02% 0 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,330 shares; 2024Q4: 32,330 shares; 2025Q1: 32,330 shares; 2025Q2: 32,330 shares; 2025Q3: 27,330 shares; 2025Q4: 27,330 shares; 2026Q1: 27,330 shares 27,330 $156K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,775 shares; 2024Q4: 45,718 shares; 2025Q1: 49,062 shares; 2025Q2: 42,388 shares; 2025Q3: 1,326 shares; 2025Q4: 1,541 shares; 2026Q1: 859 shares 859 $156K 0.02% -682 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: 6,230 shares; 2025Q1: 10,362 shares; 2025Q2: 10,396 shares; 2025Q3: 10,429 shares; 2025Q4: 10,473 shares; 2026Q1: 6,985 shares 6,985 $156K 0.02% -3,488 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: not reported; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares 1,171 $155K 0.02% 0 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: 4,542 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares; 2025Q3: 6,892 shares; 2025Q4: 6,892 shares; 2026Q1: 6,892 shares 6,892 $155K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,011 shares; 2025Q4: 2,007 shares; 2026Q1: 2,018 shares 2,018 $149K 0.02% +11 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 562 shares; 2025Q2: 581 shares; 2025Q3: 646 shares; 2025Q4: 778 shares; 2026Q1: 818 shares 818 $147K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares 710 $145K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,124 shares; 2025Q1: 1,134 shares; 2025Q2: 1,172 shares; 2025Q3: 1,216 shares; 2025Q4: 1,197 shares; 2026Q1: 1,258 shares 1,258 $142K 0.02% +61 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: not reported; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $142K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 421 shares; 2025Q2: 427 shares; 2025Q3: 462 shares; 2025Q4: 496 shares; 2026Q1: 512 shares 512 $139K 0.02% +16 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 343 shares; 2025Q2: 402 shares; 2025Q3: 409 shares; 2025Q4: 398 shares; 2026Q1: 432 shares 432 $138K 0.02% +34 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 339 shares 339 $138K 0.02% -348 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 374 shares; 2026Q1: 414 shares 414 $135K 0.02% +40 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,869 shares; 2026Q1: 2,888 shares 2,888 $133K 0.02% +19 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $133K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 744 shares; 2025Q1: 772 shares; 2025Q2: 894 shares; 2025Q3: 1,559 shares; 2025Q4: 2,360 shares; 2026Q1: 2,643 shares 2,643 $133K 0.02% +283 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 217 shares; 2025Q2: 224 shares; 2025Q3: 269 shares; 2025Q4: 274 shares; 2026Q1: 278 shares 278 $132K 0.02% +4 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 661 shares; 2025Q2: 674 shares; 2025Q3: 799 shares; 2025Q4: 379 shares; 2026Q1: 573 shares 573 $129K 0.02% +194 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 2,746 shares; 2025Q1: 2,636 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,355 shares; 2026Q1: 1,702 shares 1,702 $128K 0.02% -653 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 304 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 336 shares; 2026Q1: 291 shares 291 $126K 0.02% -45 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: 2,081 shares 2,081 $125K 0.02% +1,744 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 138 shares; 2025Q4: 129 shares; 2026Q1: 250 shares 250 $124K 0.02% +121 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,220 shares; 2025Q3: 2,291 shares; 2025Q4: 2,353 shares; 2026Q1: 2,406 shares 2,406 $124K 0.02% +53 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: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,386 shares; 2025Q3: 1,611 shares; 2025Q4: 1,573 shares; 2026Q1: 1,698 shares 1,698 $124K 0.02% +125 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,176 shares; 2025Q2: 1,179 shares; 2025Q3: 1,268 shares; 2025Q4: 1,296 shares; 2026Q1: 1,299 shares 1,299 $123K 0.02% +3 Timeline UJAN 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: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 2,886 shares 2,886 $123K 0.02% +2,300 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 882 shares; 2025Q1: 883 shares; 2025Q2: 915 shares; 2025Q3: 1,098 shares; 2025Q4: 1,128 shares; 2026Q1: 1,067 shares 1,067 $123K 0.02% -61 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 89 shares; 2025Q2: 94 shares; 2025Q3: 129 shares; 2025Q4: 134 shares; 2026Q1: 136 shares 136 $122K 0.02% +2 Timeline DDTO 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: 5,723 shares; 2026Q1: 5,723 shares 5,723 $121K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,267 shares; 2025Q2: 1,081 shares; 2025Q3: 1,004 shares; 2025Q4: 1,013 shares; 2026Q1: 1,009 shares 1,009 $120K 0.02% -4 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 513 shares; 2025Q3: 495 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $119K 0.02% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,910 shares; 2026Q1: 1,000 shares 1,000 $116K 0.02% -910 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $116K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $114K 0.02% 0 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares 1,966 $114K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $113K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 180 shares; 2025Q2: 213 shares; 2025Q3: 376 shares; 2025Q4: 1,065 shares; 2026Q1: 1,136 shares 1,136 $112K 0.02% +71 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: 270 shares; 2025Q1: 388 shares; 2025Q2: 421 shares; 2025Q3: 427 shares; 2025Q4: 440 shares; 2026Q1: 485 shares 485 $111K 0.02% +45 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: 449 shares; 2025Q1: 449 shares; 2025Q2: 545 shares; 2025Q3: 866 shares; 2025Q4: 914 shares; 2026Q1: 971 shares 971 $110K 0.02% +57 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 63 shares; 2025Q2: 958 shares; 2025Q3: 1,197 shares; 2025Q4: 1,154 shares; 2026Q1: 1,171 shares 1,171 $108K 0.02% +17 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 75 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 80 shares; 2026Q1: 62 shares 62 $107K 0.01% -18 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 20 shares; 2025Q3: 31 shares; 2025Q4: 36 shares; 2026Q1: 779 shares 779 $106K 0.01% +743 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,013 shares; 2025Q3: 934 shares; 2025Q4: 996 shares; 2026Q1: 320 shares 320 $105K 0.01% -676 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,916 shares; 2025Q1: 8,288 shares; 2025Q2: 8,234 shares; 2025Q3: 9,095 shares; 2025Q4: 9,265 shares; 2026Q1: 9,083 shares 9,083 $105K 0.01% -182 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 1,026 shares; 2025Q3: 1,019 shares; 2025Q4: 1,000 shares; 2026Q1: 1,068 shares 1,068 $103K 0.01% +68 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 176 shares; 2026Q1: 847 shares 847 $103K 0.01% +671 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $103K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,470 shares 4,470 $102K 0.01% 0 Timeline IBTL ISHARES 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: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares 5,020 $102K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,529 shares; 2025Q2: 2,525 shares; 2025Q3: 3,992 shares; 2025Q4: 4,026 shares; 2026Q1: 3,554 shares 3,554 $102K 0.01% -472 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares; 2025Q4: 4,173 shares; 2026Q1: 4,173 shares 4,173 $102K 0.01% 0 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: 1,583 shares; 2024Q4: 2,313 shares; 2025Q1: 1,336 shares; 2025Q2: 1,262 shares; 2025Q3: 446 shares; 2025Q4: 445 shares; 2026Q1: 518 shares 518 $102K 0.01% +73 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 297 shares; 2025Q2: 305 shares; 2025Q3: 568 shares; 2025Q4: 607 shares; 2026Q1: 616 shares 616 $101K 0.01% +9 Timeline IBTQ ISHARES 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: 4,000 shares; 2026Q1: 4,000 shares 4,000 $101K 0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $101K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 552 shares; 2025Q2: 565 shares; 2025Q3: 673 shares; 2025Q4: 647 shares; 2026Q1: 649 shares 649 $101K 0.01% +2 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: not reported; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 687 shares 687 $101K 0.01% +34 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 574 shares; 2025Q2: 660 shares; 2025Q3: 1,134 shares; 2025Q4: 866 shares; 2026Q1: 982 shares 982 $101K 0.01% +116 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,558 shares; 2025Q3: 4,614 shares; 2025Q4: 4,726 shares; 2026Q1: 4,863 shares 4,863 $101K 0.01% +137 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,109 shares 1,109 $99.8K 0.01% +28 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: not reported; 2024Q4: 5,860 shares; 2025Q1: 1,937 shares; 2025Q2: 1,940 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 3,733 shares 3,733 $99.3K 0.01% +1,643 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 763 shares; 2025Q1: 764 shares; 2025Q2: 761 shares; 2025Q3: 784 shares; 2025Q4: 803 shares; 2026Q1: 628 shares 628 $96.1K 0.01% -175 Timeline SFLR 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: not reported; 2026Q1: 2,700 shares 2,700 $95.6K 0.01% new 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: not reported; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 3,769 shares; 2025Q4: 3,769 shares; 2026Q1: 3,860 shares 3,860 $95.5K 0.01% +91 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484 shares 484 $95.4K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 229 shares; 2025Q2: 184 shares; 2025Q3: 280 shares; 2025Q4: 290 shares; 2026Q1: 299 shares 299 $95K 0.01% +9 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 407 shares; 2025Q2: 326 shares; 2025Q3: 1,242 shares; 2025Q4: 881 shares; 2026Q1: 976 shares 976 $94.2K 0.01% +95 Timeline DDFJ 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: not reported; 2026Q1: 5,000 shares 5,000 $93.8K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,348 shares; 2025Q1: 1,349 shares; 2025Q2: 1,350 shares; 2025Q3: 1,351 shares; 2025Q4: 1,243 shares; 2026Q1: 991 shares 991 $93.7K 0.01% -252 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $92.8K 0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 846 shares; 2025Q3: 944 shares; 2025Q4: 945 shares; 2026Q1: 956 shares 956 $92.7K 0.01% +11 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: not reported; 2024Q4: 4,890 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares; 2026Q1: 3,820 shares 3,820 $92.6K 0.01% -3,240 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,133 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $91.9K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 151 shares; 2025Q2: 134 shares; 2025Q3: 148 shares; 2025Q4: 145 shares; 2026Q1: 125 shares 125 $91.3K 0.01% -20 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: 162 shares; 2025Q1: 161 shares; 2025Q2: 171 shares; 2025Q3: 218 shares; 2025Q4: 248 shares; 2026Q1: 254 shares 254 $90.4K 0.01% +6 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 875 shares; 2025Q2: 932 shares; 2025Q3: 952 shares; 2025Q4: 976 shares; 2026Q1: 972 shares 972 $90.4K 0.01% -4 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 372 shares; 2025Q2: 442 shares; 2025Q3: 783 shares; 2025Q4: 841 shares; 2026Q1: 964 shares 964 $89.6K 0.01% +123 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 487 shares; 2025Q3: 580 shares; 2025Q4: 600 shares; 2026Q1: 682 shares 682 $89.4K 0.01% +82 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares 1,931 $88.6K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,550 shares 1,550 $88.3K 0.01% -32 Timeline DDFL 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: 4,250 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares 4,294 $88.2K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $85.5K 0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $85K 0.01% 0 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: not reported; 2024Q4: 1,190 shares; 2025Q1: 1,303 shares; 2025Q2: 1,687 shares; 2025Q3: 1,766 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares 1,774 $84.9K 0.01% 0 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: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,418 shares; 2025Q2: 2,433 shares; 2025Q3: 2,416 shares; 2025Q4: 2,427 shares; 2026Q1: 2,429 shares 2,429 $83.9K 0.01% +2 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: 5,934 shares; 2024Q4: 5,946 shares; 2025Q1: 3,587 shares; 2025Q2: 3,908 shares; 2025Q3: 2,581 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares 1,464 $83.1K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,082 shares; 2025Q2: 1,138 shares; 2025Q3: 1,267 shares; 2025Q4: 1,373 shares; 2026Q1: 1,203 shares 1,203 $81.8K 0.01% -170 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 270 shares; 2025Q2: 323 shares; 2025Q3: 450 shares; 2025Q4: 455 shares; 2026Q1: 449 shares 449 $81.7K 0.01% -6 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: not reported; 2024Q4: 115 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 122 shares; 2025Q4: 208 shares; 2026Q1: 230 shares 230 $80.9K 0.01% +22 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 268 shares; 2025Q2: 358 shares; 2025Q3: 318 shares; 2025Q4: 287 shares; 2026Q1: 430 shares 430 $80.3K 0.01% +143 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 380 shares; 2025Q2: 281 shares; 2025Q3: 292 shares; 2025Q4: 390 shares; 2026Q1: 423 shares 423 $80.2K 0.01% +33 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 444 shares; 2025Q2: 452 shares; 2025Q3: 455 shares; 2025Q4: 464 shares; 2026Q1: 466 shares 466 $80.2K 0.01% +2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 376 shares; 2025Q2: 393 shares; 2025Q3: 426 shares; 2025Q4: 432 shares; 2026Q1: 471 shares 471 $79.7K 0.01% +39 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 63 shares; 2025Q2: 128 shares; 2025Q3: 139 shares; 2025Q4: 377 shares; 2026Q1: 477 shares 477 $78.9K 0.01% +100 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 789 shares; 2025Q1: 750 shares; 2025Q2: 804 shares; 2025Q3: 875 shares; 2025Q4: 178 shares; 2026Q1: 170 shares 170 $78.4K 0.01% -8 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,020 shares; 2025Q2: 3,056 shares; 2025Q3: 3,114 shares; 2025Q4: 3,247 shares; 2026Q1: 3,277 shares 3,277 $77.7K 0.01% +30 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 44 shares; 2025Q3: 69 shares; 2025Q4: 72 shares; 2026Q1: 89 shares 89 $77K 0.01% +17 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: not reported; 2024Q4: 383 shares; 2025Q1: 363 shares; 2025Q2: 412 shares; 2025Q3: 657 shares; 2025Q4: 1,346 shares; 2026Q1: 1,257 shares 1,257 $77K 0.01% -89 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,433 shares; 2025Q1: 1,450 shares; 2025Q2: 1,443 shares; 2025Q3: 1,507 shares; 2025Q4: 1,291 shares; 2026Q1: 1,689 shares 1,689 $76.4K 0.01% +398 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $74.6K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $73.9K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 216 shares; 2025Q3: 226 shares; 2025Q4: 267 shares; 2026Q1: 277 shares 277 $73.7K 0.01% +10 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 35 shares; 2025Q4: 45 shares; 2026Q1: 50 shares 50 $73.6K 0.01% +5 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 54 shares; 2025Q2: 75 shares; 2025Q3: 263 shares; 2025Q4: 313 shares; 2026Q1: 292 shares 292 $73.1K 0.01% -21 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 610 shares; 2025Q2: 661 shares; 2025Q3: 647 shares; 2025Q4: 524 shares; 2026Q1: 615 shares 615 $72.7K 0.01% +91 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: not reported; 2024Q4: 342 shares; 2025Q1: 231 shares; 2025Q2: 251 shares; 2025Q3: 246 shares; 2025Q4: 413 shares; 2026Q1: 364 shares 364 $72.2K 0.01% -49 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: not reported; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,475 shares; 2026Q1: 1,462 shares 1,462 $70.2K 0.01% -13 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 109 shares; 2025Q4: 113 shares; 2026Q1: 111 shares 111 $70.2K 0.01% -2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 103 shares; 2025Q3: 148 shares; 2025Q4: 193 shares; 2026Q1: 179 shares 179 $70.1K 0.01% -14 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: 163 shares; 2025Q1: 163 shares; 2025Q2: 171 shares; 2025Q3: 241 shares; 2025Q4: 221 shares; 2026Q1: 239 shares 239 $69.7K 0.01% +18 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $69.1K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 352 shares; 2025Q2: 449 shares; 2025Q3: 479 shares; 2025Q4: 348 shares; 2026Q1: 199 shares 199 $68.6K 0.01% -149 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: 16 shares; 2025Q1: 67 shares; 2025Q2: 65 shares; 2025Q3: 393 shares; 2025Q4: 439 shares; 2026Q1: 492 shares 492 $68.6K 0.01% +53 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,808 shares; 2025Q1: 2,828 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 3,127 shares; 2026Q1: 761 shares 761 $68.2K 0.01% -2,366 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,353 shares; 2025Q3: 1,729 shares; 2025Q4: 1,473 shares; 2026Q1: 1,479 shares 1,479 $68K 0.01% +6 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 392 shares; 2025Q2: 400 shares; 2025Q3: 471 shares; 2025Q4: 475 shares; 2026Q1: 495 shares 495 $67.9K 0.01% +20 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 611 shares; 2025Q4: 607 shares; 2026Q1: 642 shares 642 $67.5K 0.01% +35 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 65 shares; 2025Q3: 71 shares; 2025Q4: 597 shares; 2026Q1: 657 shares 657 $67.1K 0.01% +60 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $66.6K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 88 shares; 2025Q2: 95 shares; 2025Q3: 63 shares; 2025Q4: 69 shares; 2026Q1: 118 shares 118 $66.5K 0.01% +49 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 195 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 237 shares; 2026Q1: 272 shares 272 $66.4K 0.01% +35 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,086 shares 1,086 $66.2K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 212 shares; 2025Q2: 216 shares; 2025Q3: 239 shares; 2025Q4: 262 shares; 2026Q1: 266 shares 266 $66.1K 0.01% +4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 175 shares; 2025Q4: 180 shares; 2026Q1: 191 shares 191 $65.6K 0.01% +11 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 155 shares; 2025Q3: 214 shares; 2025Q4: 229 shares; 2026Q1: 236 shares 236 $65.1K 0.01% +7 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,499 shares; 2025Q1: 1,729 shares; 2025Q2: 1,815 shares; 2025Q3: 1,544 shares; 2025Q4: 1,569 shares; 2026Q1: 1,583 shares 1,583 $65K 0.01% +14 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 329 shares; 2025Q2: 325 shares; 2025Q3: 336 shares; 2025Q4: 233 shares; 2026Q1: 240 shares 240 $64.9K 0.01% +7 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 12 shares; 2025Q2: 156 shares; 2025Q3: 337 shares; 2025Q4: 388 shares; 2026Q1: 352 shares 352 $64.2K 0.01% -36 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $64.2K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,843 shares; 2025Q4: 2,571 shares; 2026Q1: 2,833 shares 2,833 $63.7K 0.01% +262 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,230 shares; 2025Q3: 2,513 shares; 2025Q4: 2,505 shares; 2026Q1: 2,671 shares 2,671 $63.6K 0.01% +166 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,954 shares 1,954 $62.8K 0.01% +29 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 779 shares; 2025Q3: 1,109 shares; 2025Q4: 791 shares; 2026Q1: 879 shares 879 $62.7K 0.01% +88 Timeline DDTF 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: not reported; 2026Q1: 3,315 shares 3,315 $61.9K 0.01% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,353 shares; 2025Q1: 1,357 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,411 shares; 2026Q1: 1,415 shares 1,415 $61.7K 0.01% +4 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 2,329 shares; 2025Q2: 2,377 shares; 2025Q3: 2,424 shares; 2025Q4: 2,428 shares; 2026Q1: 2,351 shares 2,351 $61.7K 0.01% -77 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 213 shares; 2025Q2: 272 shares; 2025Q3: 325 shares; 2025Q4: 229 shares; 2026Q1: 222 shares 222 $61.7K 0.01% -7 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 241 shares; 2025Q3: 317 shares; 2025Q4: 263 shares; 2026Q1: 293 shares 293 $60.8K 0.01% +30 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 442 shares; 2025Q2: 470 shares; 2025Q3: 508 shares; 2025Q4: 535 shares; 2026Q1: 500 shares 500 $60.6K 0.01% -35 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 208 shares; 2025Q3: 266 shares; 2025Q4: 251 shares; 2026Q1: 289 shares 289 $60.4K 0.01% +38 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: not reported; 2024Q4: 211 shares; 2025Q1: 205 shares; 2025Q2: 225 shares; 2025Q3: 236 shares; 2025Q4: 371 shares; 2026Q1: 384 shares 384 $60.4K 0.01% +13 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $60K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $59.2K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 749 shares; 2025Q2: 800 shares; 2025Q3: 787 shares; 2025Q4: 1,079 shares; 2026Q1: 939 shares 939 $58.9K 0.01% -140 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 3,719 shares; 2025Q1: 3,780 shares; 2025Q2: 2,012 shares; 2025Q3: 2,043 shares; 2025Q4: 1,855 shares; 2026Q1: 1,774 shares 1,774 $58.9K 0.01% -81 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 184 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 301 shares; 2026Q1: 297 shares 297 $58.7K 0.01% -4 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $58.4K 0.01% 0 Timeline ISCG ISHARES 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: 985 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063 $58.3K 0.01% 0 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $57.9K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 173 shares; 2025Q3: 144 shares; 2025Q4: 189 shares; 2026Q1: 198 shares 198 $57.5K 0.01% +9 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,209 shares; 2026Q1: 1,217 shares 1,217 $57.2K 0.01% +8 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 22 shares; 2025Q2: 19 shares; 2025Q3: 82 shares; 2025Q4: 206 shares; 2026Q1: 195 shares 195 $57.1K 0.01% -11 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 212 shares; 2025Q3: 304 shares; 2025Q4: 272 shares; 2026Q1: 274 shares 274 $57K 0.01% +2 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 1,688 shares; 2025Q3: 1,653 shares; 2025Q4: 4,032 shares; 2026Q1: 3,888 shares 3,888 $55.9K 0.01% -144 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: 540 shares; 2025Q2: 702 shares; 2025Q3: 748 shares; 2025Q4: 924 shares; 2026Q1: 946 shares 946 $55.6K 0.01% +22 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 204 shares; 2025Q2: 254 shares; 2025Q3: 556 shares; 2025Q4: 605 shares; 2026Q1: 588 shares 588 $55.3K 0.01% -17 Timeline ZMAR 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $55.2K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,324 shares; 2025Q1: 1,330 shares; 2025Q2: 1,377 shares; 2025Q3: 1,369 shares; 2025Q4: 562 shares; 2026Q1: 2,254 shares 2,254 $55.1K 0.01% +1,692 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: 2,116 shares; 2025Q2: 2,194 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,544 shares 2,544 $54.8K 0.01% -100 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 811 shares; 2025Q1: 1,480 shares; 2025Q2: 942 shares; 2025Q3: 1,449 shares; 2025Q4: 1,495 shares; 2026Q1: 992 shares 992 $54.7K 0.01% -503 Timeline DDFN 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: 2,875 shares; 2026Q1: 2,875 shares 2,875 $54.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares 2,470 $54.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $53.5K 0.01% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 347 shares; 2025Q2: 862 shares; 2025Q3: 961 shares; 2025Q4: 970 shares; 2026Q1: 986 shares 986 $53.2K 0.01% +16 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 57 shares; 2025Q4: 64 shares; 2026Q1: 68 shares 68 $52.5K 0.01% +4 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 273 shares; 2025Q3: 275 shares; 2025Q4: 439 shares; 2026Q1: 301 shares 301 $52.3K 0.01% -138 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $52.3K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 167 shares; 2026Q1: 171 shares 171 $52K 0.01% +4 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,232 shares 2,232 $51.7K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 173 shares 173 $51.5K 0.01% +124 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 92 shares; 2025Q2: 104 shares; 2025Q3: 110 shares; 2025Q4: 166 shares; 2026Q1: 174 shares 174 $51.4K 0.01% +8 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 196 shares; 2025Q3: 319 shares; 2025Q4: 326 shares; 2026Q1: 391 shares 391 $51.2K 0.01% +65 Timeline IJAN 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: not reported; 2026Q1: 1,400 shares 1,400 $50.8K 0.01% new Timeline BSEP 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: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $50.7K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 976 shares; 2025Q2: 607 shares; 2025Q3: 939 shares; 2025Q4: 764 shares; 2026Q1: 827 shares 827 $50.6K 0.01% +63 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 647 shares; 2025Q3: 638 shares; 2025Q4: 670 shares; 2026Q1: 669 shares 669 $50.4K 0.01% -1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: 198 shares; 2025Q2: 30 shares; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 128 shares 128 $49.9K 0.01% +101 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $49.8K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,167 shares; 2025Q3: 1,097 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares 1,017 $49.8K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,270 shares; 2025Q3: 1,293 shares; 2025Q4: 1,898 shares; 2026Q1: 1,922 shares 1,922 $49.7K 0.01% +24 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares 319 $49.5K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 318 shares; 2025Q4: 251 shares; 2026Q1: 224 shares 224 $49.2K 0.01% -27 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 132 shares; 2025Q2: 72 shares; 2025Q3: 410 shares; 2025Q4: 297 shares; 2026Q1: 400 shares 400 $49.1K 0.01% +103 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 514 shares; 2025Q2: 557 shares; 2025Q3: 1,404 shares; 2025Q4: 1,696 shares; 2026Q1: 1,781 shares 1,781 $48.9K 0.01% +85 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 344 shares; 2025Q3: 404 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $48.9K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $48.5K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 47 shares; 2025Q3: 76 shares; 2025Q4: 42 shares; 2026Q1: 80 shares 80 $48.4K 0.01% +38 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 224 shares; 2025Q2: 274 shares; 2025Q3: 636 shares; 2025Q4: 728 shares; 2026Q1: 671 shares 671 $48.2K 0.01% -57 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328 shares; 2026Q1: 1,495 shares 1,495 $47.6K 0.01% +1,167 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 51 shares; 2025Q2: 46 shares; 2025Q3: 192 shares; 2025Q4: 339 shares; 2026Q1: 239 shares 239 $47.5K 0.01% -100 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: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,009 shares 1,009 $46.9K 0.01% -1 Timeline DDFM 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: not reported; 2026Q1: 2,500 shares 2,500 $46.9K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 15 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 13 shares; 2026Q1: 96 shares 96 $46.6K 0.01% +83 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 133 shares; 2025Q3: 165 shares; 2025Q4: 335 shares; 2026Q1: 318 shares 318 $46K 0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 1,105 shares; 2026Q1: 1,030 shares 1,030 $45.8K 0.01% -75 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 70 shares; 2025Q2: 102 shares; 2025Q3: 302 shares; 2025Q4: 188 shares; 2026Q1: 284 shares 284 $45.6K 0.01% +96 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 132 shares; 2025Q2: 171 shares; 2025Q3: 198 shares; 2025Q4: 206 shares; 2026Q1: 302 shares 302 $45.4K 0.01% +96 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: not reported; 2024Q4: 482 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 574 shares 574 $44.3K 0.01% +56 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 530 shares; 2026Q1: 531 shares 531 $44K 0.01% +1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 269 shares; 2025Q3: 498 shares; 2025Q4: 489 shares; 2026Q1: 524 shares 524 $43.9K 0.01% +35 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,938 shares; 2025Q3: 1,964 shares; 2025Q4: 2,045 shares; 2026Q1: 2,021 shares 2,021 $43.8K 0.01% -24 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: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $43.7K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 590 shares; 2026Q1: 484 shares 484 $43.6K 0.01% -106 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 90 shares; 2025Q3: 149 shares; 2025Q4: 185 shares; 2026Q1: 201 shares 201 $43.5K 0.01% +16 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 936 shares; 2025Q3: 936 shares; 2025Q4: 943 shares; 2026Q1: 922 shares 922 $43.5K 0.01% -21 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 63 shares; 2025Q2: 60 shares; 2025Q3: 62 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $42.9K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY 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: 542 shares; 2025Q4: 703 shares; 2026Q1: 553 shares 553 $42.9K 0.01% -150 Timeline ITB ISHARES 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: 463 shares; 2025Q1: 466 shares; 2025Q2: 469 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 471 shares 471 $42.7K 0.01% +1 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares 1,264 $42.6K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 317 shares; 2025Q4: 242 shares; 2026Q1: 377 shares 377 $42.4K 0.01% +135 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $41.8K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 569 shares; 2026Q1: 584 shares 584 $41.8K 0.01% +15 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $41.2K 0.01% 0 Timeline BFEB 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: not reported; 2026Q1: 862 shares 862 $41.1K 0.01% new 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: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 1,139 shares; 2026Q1: 1,762 shares 1,762 $41.1K 0.01% +623 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 136 shares 136 $40.9K 0.01% +116 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $40.4K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 286 shares; 2025Q3: 629 shares; 2025Q4: 646 shares; 2026Q1: 672 shares 672 $39.7K 0.01% +26 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: 446 shares; 2025Q2: 586 shares; 2025Q3: 588 shares; 2025Q4: 589 shares; 2026Q1: 598 shares 598 $39.6K 0.01% +9 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 109 shares; 2025Q2: 175 shares; 2025Q3: 573 shares; 2025Q4: 179 shares; 2026Q1: 547 shares 547 $39.3K 0.01% +368 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT 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: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $39.3K 0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 359 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $39.3K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 107 shares; 2025Q3: 110 shares; 2025Q4: 158 shares; 2026Q1: 90 shares 90 $39.3K 0.01% -68 Timeline DDTD 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: 2,100 shares; 2026Q1: 2,100 shares 2,100 $39.3K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: 384 shares; 2025Q2: 406 shares; 2025Q3: 316 shares; 2025Q4: 304 shares; 2026Q1: 312 shares 312 $39.1K 0.01% +8 Timeline DDTM 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: not reported; 2026Q1: 2,100 shares 2,100 $39K 0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares 902 $38.9K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 72 shares; 2025Q3: 308 shares; 2025Q4: 334 shares; 2026Q1: 357 shares 357 $38.7K 0.01% +23 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $38.6K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 132 shares; 2025Q2: 166 shares; 2025Q3: 226 shares; 2025Q4: 224 shares; 2026Q1: 235 shares 235 $38.6K 0.01% +11 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $38.4K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 211 shares; 2025Q2: 256 shares; 2025Q3: 275 shares; 2025Q4: 477 shares; 2026Q1: 632 shares 632 $38.3K 0.01% +155 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 279 shares; 2025Q4: 289 shares; 2026Q1: 267 shares 267 $38.2K 0.01% -22 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 360 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $38.1K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 426 shares; 2025Q3: 656 shares; 2025Q4: 435 shares; 2026Q1: 539 shares 539 $38.1K 0.01% +104 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $37.9K 0.01% 0 Timeline IGV ISHARES 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: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $37.9K 0.01% 0 Timeline MAGX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 863 shares; 2026Q1: 887 shares 887 $37.9K 0.01% +24 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 327 shares; 2025Q2: 314 shares; 2025Q3: 552 shares; 2025Q4: 209 shares; 2026Q1: 579 shares 579 $37.8K 0.01% +370 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $37.8K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $37.5K 0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 869 shares; 2025Q2: 885 shares; 2025Q3: 974 shares; 2025Q4: 886 shares; 2026Q1: 1,369 shares 1,369 $37.4K 0.01% +483 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 40 shares; 2025Q2: 75 shares; 2025Q3: 148 shares; 2025Q4: 154 shares; 2026Q1: 133 shares 133 $37.1K 0.01% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares 356 $36.4K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 77 shares; 2025Q3: 88 shares; 2025Q4: 174 shares; 2026Q1: 176 shares 176 $36.4K 0.01% +2 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273 shares; 2025Q1: 199 shares; 2025Q2: 218 shares; 2025Q3: 350 shares; 2025Q4: 361 shares; 2026Q1: 346 shares 346 $36.4K 0.01% -15 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 171 shares; 2025Q2: 193 shares; 2025Q3: 407 shares; 2025Q4: 311 shares; 2026Q1: 330 shares 330 $36.2K 0.01% +19 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $36.2K 0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 50 shares; 2025Q2: 478 shares; 2025Q3: 513 shares; 2025Q4: 886 shares; 2026Q1: 851 shares 851 $36.1K 0.01% -35 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 719 shares; 2025Q2: 736 shares; 2025Q3: 739 shares; 2025Q4: 751 shares; 2026Q1: 739 shares 739 $36.1K 0.01% -12 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $36K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 147 shares; 2025Q2: 155 shares; 2025Q3: 186 shares; 2025Q4: 162 shares; 2026Q1: 206 shares 206 $36K 0.01% +44 Timeline CRBN ISHARES 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: 170 shares; 2025Q1: 170 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $35.9K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 254 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 464 shares; 2026Q1: 365 shares 365 $35.7K <0.01% -99 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 378 shares; 2025Q3: 874 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $35.4K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 94 shares; 2025Q2: 88 shares; 2025Q3: 83 shares; 2025Q4: 67 shares; 2026Q1: 63 shares 63 $35.4K <0.01% -4 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: not reported; 2024Q4: 591 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 320 shares 320 $35.3K <0.01% +44 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $35.2K <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: not reported; 2024Q4: 3,172 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $35.2K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 324 shares; 2025Q3: 626 shares; 2025Q4: 752 shares; 2026Q1: 698 shares 698 $35.1K <0.01% -54 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $35K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 48 shares; 2025Q4: 43 shares; 2026Q1: 51 shares 51 $34.8K <0.01% +8 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 639 shares; 2025Q4: 293 shares; 2026Q1: 524 shares 524 $34.6K <0.01% +231 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 484 shares; 2025Q2: 486 shares; 2025Q3: 488 shares; 2025Q4: 491 shares; 2026Q1: 493 shares 493 $34.5K <0.01% +2 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 1,452 shares; 2026Q1: 1,436 shares 1,436 $34.1K <0.01% -16 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 149 shares; 2025Q2: 157 shares; 2025Q3: 132 shares; 2025Q4: 121 shares; 2026Q1: 118 shares 118 $33.9K <0.01% -3 Timeline SCHO 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: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,388 shares 1,388 $33.7K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $33.6K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 780 shares; 2025Q3: 758 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $33.3K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,458 shares; 2025Q1: 1,189 shares; 2025Q2: 1,376 shares; 2025Q3: 1,393 shares; 2025Q4: 1,466 shares; 2026Q1: 1,606 shares 1,606 $33.2K <0.01% +140 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $33.1K <0.01% 0 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: not reported; 2024Q4: 639 shares; 2025Q1: 396 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 407 shares; 2026Q1: 448 shares 448 $33K <0.01% +41 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 79 shares 79 $32.9K <0.01% +52 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 56 shares; 2025Q3: 215 shares; 2025Q4: 233 shares; 2026Q1: 242 shares 242 $32.9K <0.01% +9 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 390 shares; 2025Q3: 392 shares; 2025Q4: 396 shares; 2026Q1: 398 shares 398 $32.6K <0.01% +2 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 27 shares; 2025Q4: 9 shares; 2026Q1: 33 shares 33 $32.3K <0.01% +24 Timeline