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: 10,614,571 shares; 2024Q4: 10,493,110 shares; 2025Q1: 10,568,884 shares; 2025Q2: 10,742,511 shares; 2025Q3: 10,603,980 shares; 2025Q4: 10,428,380 shares; 2026Q1: 10,336,005 shares 10,336,005 $419M 11.9% -92,375 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: 483,754 shares; 2024Q4: 509,749 shares; 2025Q1: 594,756 shares; 2025Q2: 811,834 shares; 2025Q3: 934,354 shares; 2025Q4: 1,029,480 shares; 2026Q1: 1,119,760 shares 1,119,760 $375M 10.67% +90,280 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: 4,963,934 shares; 2024Q4: 4,790,947 shares; 2025Q1: 4,712,710 shares; 2025Q2: 4,595,119 shares; 2025Q3: 4,572,240 shares; 2025Q4: 4,504,583 shares; 2026Q1: 4,457,788 shares 4,457,788 $330M 9.39% -46,795 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484,092 shares; 2024Q4: 6,373,697 shares; 2025Q1: 6,328,398 shares; 2025Q2: 6,006,250 shares; 2025Q3: 5,836,699 shares; 2025Q4: 5,720,442 shares; 2026Q1: 5,558,959 shares 5,558,959 $278M 7.9% -161,483 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: 2,646,910 shares; 2024Q4: 2,723,071 shares; 2025Q1: 2,915,116 shares; 2025Q2: 3,209,592 shares; 2025Q3: 3,371,706 shares; 2025Q4: 3,571,120 shares; 2026Q1: 3,664,235 shares 3,664,235 $202M 5.74% +93,115 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837,800 shares; 2024Q4: 840,968 shares; 2025Q1: 935,129 shares; 2025Q2: 1,131,955 shares; 2025Q3: 1,258,918 shares; 2025Q4: 1,360,184 shares; 2026Q1: 1,469,326 shares 1,469,326 $169M 4.79% +109,142 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: 4,160,423 shares; 2024Q4: 4,139,497 shares; 2025Q1: 4,120,996 shares; 2025Q2: 4,087,877 shares; 2025Q3: 4,052,050 shares; 2025Q4: 3,996,011 shares; 2026Q1: 3,942,065 shares 3,942,065 $142M 4.03% -53,946 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: 1,520,756 shares; 2024Q4: 1,515,832 shares; 2025Q1: 1,593,834 shares; 2025Q2: 1,742,913 shares; 2025Q3: 1,806,892 shares; 2025Q4: 1,865,077 shares; 2026Q1: 1,980,357 shares 1,980,357 $136M 3.87% +115,280 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455,461 shares; 2025Q2: 1,620,101 shares; 2025Q3: 2,202,540 shares; 2025Q4: 3,093,543 shares; 2026Q1: 3,498,838 shares 3,498,838 $131M 3.72% +405,295 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: 1,443,040 shares; 2024Q4: 1,420,946 shares; 2025Q1: 1,400,095 shares; 2025Q2: 1,366,196 shares; 2025Q3: 1,325,385 shares; 2025Q4: 1,306,504 shares; 2026Q1: 1,270,271 shares 1,270,271 $94.2M 2.68% -36,233 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634,761 shares; 2024Q4: 1,609,388 shares; 2025Q1: 1,598,110 shares; 2025Q2: 1,535,663 shares; 2025Q3: 1,480,606 shares; 2025Q4: 1,439,385 shares; 2026Q1: 1,394,118 shares 1,394,118 $90.1M 2.56% -45,267 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901,805 shares; 2024Q4: 904,834 shares; 2025Q1: 894,100 shares; 2025Q2: 880,610 shares; 2025Q3: 873,489 shares; 2025Q4: 866,461 shares; 2026Q1: 864,565 shares 864,565 $77.3M 2.2% -1,896 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,349 shares; 2024Q4: 520,001 shares; 2025Q1: 528,409 shares; 2025Q2: 530,115 shares; 2025Q3: 523,610 shares; 2025Q4: 521,963 shares; 2026Q1: 527,925 shares 527,925 $61.3M 1.74% +5,962 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: 59,029 shares; 2024Q4: 61,986 shares; 2025Q1: 62,417 shares; 2025Q2: 66,235 shares; 2025Q3: 67,729 shares; 2025Q4: 64,767 shares; 2026Q1: 67,055 shares 67,055 $41.9M 1.19% +2,288 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: not reported; 2025Q1: 136,830 shares; 2025Q2: 524,434 shares; 2025Q3: 711,209 shares; 2025Q4: 964,736 shares; 2026Q1: 1,100,863 shares 1,100,863 $40.5M 1.15% +136,127 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: 335,303 shares; 2024Q4: 326,337 shares; 2025Q1: 335,562 shares; 2025Q2: 314,307 shares; 2025Q3: 314,322 shares; 2025Q4: 293,204 shares; 2026Q1: 271,981 shares 271,981 $39.1M 1.11% -21,223 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: 626,064 shares; 2024Q4: 794,744 shares; 2025Q1: 795,644 shares; 2025Q2: 796,250 shares; 2025Q3: 794,766 shares; 2025Q4: 789,709 shares; 2026Q1: 793,409 shares 793,409 $37.3M 1.06% +3,700 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694,663 shares; 2025Q4: 692,729 shares; 2026Q1: 681,498 shares 681,498 $37.2M 1.06% -11,231 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: 445,652 shares; 2024Q4: 461,050 shares; 2025Q1: 454,138 shares; 2025Q2: 414,181 shares; 2025Q3: 413,610 shares; 2025Q4: 414,803 shares; 2026Q1: 414,374 shares 414,374 $34.3M 0.98% -429 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: 112,197 shares; 2024Q4: 115,325 shares; 2025Q1: 120,761 shares; 2025Q2: 125,703 shares; 2025Q3: 119,141 shares; 2025Q4: 116,364 shares; 2026Q1: 118,161 shares 118,161 $30.8M 0.88% +1,797 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: 321,667 shares; 2024Q4: 342,528 shares; 2025Q1: 384,361 shares; 2025Q2: 353,224 shares; 2025Q3: 365,918 shares; 2025Q4: 357,900 shares; 2026Q1: 368,467 shares 368,467 $25M 0.71% +10,567 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: 393,218 shares; 2024Q4: 496,334 shares; 2025Q1: 497,150 shares; 2025Q2: 598,397 shares; 2025Q3: 599,506 shares; 2025Q4: 601,293 shares; 2026Q1: 601,944 shares 601,944 $24.6M 0.7% +651 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: 116,287 shares; 2024Q4: 72,114 shares; 2025Q1: 113,588 shares; 2025Q2: 130,007 shares; 2025Q3: 125,943 shares; 2025Q4: 137,315 shares; 2026Q1: 161,483 shares 161,483 $24M 0.68% +24,168 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: 274,882 shares; 2024Q4: 297,663 shares; 2025Q1: 270,696 shares; 2025Q2: 252,449 shares; 2025Q3: 252,487 shares; 2025Q4: 254,002 shares; 2026Q1: 250,953 shares 250,953 $19.5M 0.55% -3,049 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,470 shares; 2024Q4: 172,470 shares; 2025Q1: 175,860 shares; 2025Q2: 175,860 shares; 2025Q3: 176,052 shares; 2025Q4: 176,057 shares; 2026Q1: 176,058 shares 176,058 $18.6M 0.53% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,982 shares; 2024Q4: 203,865 shares; 2025Q1: 202,685 shares; 2025Q2: 201,441 shares; 2025Q3: 198,988 shares; 2025Q4: 198,718 shares; 2026Q1: 199,131 shares 199,131 $17.1M 0.49% +413 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: not reported; 2024Q4: 6,111 shares; 2025Q1: 35,802 shares; 2025Q2: 48,200 shares; 2025Q3: 68,274 shares; 2025Q4: 132,242 shares; 2026Q1: 175,115 shares 175,115 $13.5M 0.38% +42,873 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: 78,798 shares; 2024Q4: 71,758 shares; 2025Q1: 67,323 shares; 2025Q2: 70,106 shares; 2025Q3: 69,373 shares; 2025Q4: 68,020 shares; 2026Q1: 60,570 shares 60,570 $13.2M 0.38% -7,450 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,040 shares; 2024Q4: 345,964 shares; 2025Q1: 339,318 shares; 2025Q2: 324,507 shares; 2025Q3: 321,341 shares; 2025Q4: 317,809 shares; 2026Q1: 318,437 shares 318,437 $13.2M 0.38% +628 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: 121,518 shares; 2024Q4: 121,638 shares; 2025Q1: 124,625 shares; 2025Q2: 124,957 shares; 2025Q3: 126,036 shares; 2025Q4: 132,425 shares; 2026Q1: 137,161 shares 137,161 $12.8M 0.36% +4,736 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: 33,029 shares; 2024Q4: 34,565 shares; 2025Q1: 36,974 shares; 2025Q2: 38,086 shares; 2025Q3: 35,697 shares; 2025Q4: 35,030 shares; 2026Q1: 33,932 shares 33,932 $12.6M 0.36% -1,098 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: 6,374 shares; 2024Q4: 6,329 shares; 2025Q1: 17,644 shares; 2025Q2: 17,391 shares; 2025Q3: 17,004 shares; 2025Q4: 17,044 shares; 2026Q1: 17,402 shares 17,402 $11.8M 0.34% +358 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: not reported; 2024Q4: not reported; 2025Q1: 125,288 shares; 2025Q2: 287,350 shares; 2025Q3: 304,225 shares; 2025Q4: 329,509 shares; 2026Q1: 326,604 shares 326,604 $11.8M 0.34% -2,905 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: 102,586 shares; 2024Q4: 103,042 shares; 2025Q1: 101,951 shares; 2025Q2: 124,900 shares; 2025Q3: 124,865 shares; 2025Q4: 123,452 shares; 2026Q1: 123,184 shares 123,184 $11.7M 0.33% -268 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: 5,684 shares; 2024Q4: 6,204 shares; 2025Q1: 39,327 shares; 2025Q2: 39,327 shares; 2025Q3: 39,294 shares; 2025Q4: 37,523 shares; 2026Q1: 37,223 shares 37,223 $11.6M 0.33% -300 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: 12,457 shares; 2024Q4: 12,586 shares; 2025Q1: 12,823 shares; 2025Q2: 12,833 shares; 2025Q3: 11,546 shares; 2025Q4: 11,428 shares; 2026Q1: 11,401 shares 11,401 $10.7M 0.3% -27 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: 95,506 shares; 2024Q4: 88,456 shares; 2025Q1: 79,363 shares; 2025Q2: 78,808 shares; 2025Q3: 76,913 shares; 2025Q4: 73,059 shares; 2026Q1: 72,386 shares 72,386 $10.7M 0.3% -673 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: 29,420 shares; 2024Q4: 30,748 shares; 2025Q1: 38,346 shares; 2025Q2: 42,883 shares; 2025Q3: 41,102 shares; 2025Q4: 41,270 shares; 2026Q1: 43,136 shares 43,136 $10.3M 0.29% +1,866 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,299 shares; 2025Q3: 260,299 shares; 2025Q4: 257,992 shares; 2026Q1: 235,802 shares 235,802 $10.3M 0.29% -22,190 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: 45,907 shares; 2024Q4: 48,780 shares; 2025Q1: 52,305 shares; 2025Q2: 49,839 shares; 2025Q3: 47,673 shares; 2025Q4: 48,708 shares; 2026Q1: 52,875 shares 52,875 $9.97M 0.28% +4,167 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,634 shares; 2024Q4: 40,595 shares; 2025Q1: 39,745 shares; 2025Q2: 42,479 shares; 2025Q3: 44,259 shares; 2025Q4: 42,721 shares; 2026Q1: 46,202 shares 46,202 $9.89M 0.28% +3,481 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: 22,776 shares; 2024Q4: 25,551 shares; 2025Q1: 27,557 shares; 2025Q2: 31,439 shares; 2025Q3: 29,430 shares; 2025Q4: 28,834 shares; 2026Q1: 28,929 shares 28,929 $9.18M 0.26% +95 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: 16,208 shares; 2024Q4: 17,151 shares; 2025Q1: 17,826 shares; 2025Q2: 18,450 shares; 2025Q3: 17,660 shares; 2025Q4: 17,953 shares; 2026Q1: 17,948 shares 17,948 $8.61M 0.24% -5 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: 121,377 shares; 2024Q4: 129,403 shares; 2025Q1: 143,880 shares; 2025Q2: 139,654 shares; 2025Q3: 144,480 shares; 2025Q4: 141,370 shares; 2026Q1: 149,788 shares 149,788 $8.5M 0.24% +8,418 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: not reported; 2024Q4: not reported; 2025Q1: 63,487 shares; 2025Q2: 164,192 shares; 2025Q3: 166,513 shares; 2025Q4: 175,192 shares; 2026Q1: 175,945 shares 175,945 $8.49M 0.24% +753 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,156 shares; 2024Q4: 468,156 shares; 2025Q1: 468,156 shares; 2025Q2: 481,851 shares; 2025Q3: 481,851 shares; 2025Q4: 481,851 shares; 2026Q1: 468,156 shares 468,156 $7.76M 0.22% -13,695 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: 16,824 shares; 2024Q4: 49,439 shares; 2025Q1: 268,922 shares; 2025Q2: 269,747 shares; 2025Q3: 266,150 shares; 2025Q4: 250,456 shares; 2026Q1: 250,628 shares 250,628 $7.66M 0.22% +172 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,169 shares; 2024Q4: 299,173 shares; 2025Q1: 300,790 shares; 2025Q2: 368,650 shares; 2025Q3: 378,770 shares; 2025Q4: 368,867 shares; 2026Q1: 369,088 shares 369,088 $7.47M 0.21% +221 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: 53,822 shares; 2024Q4: 53,686 shares; 2025Q1: 60,314 shares; 2025Q2: 64,079 shares; 2025Q3: 55,866 shares; 2025Q4: 54,513 shares; 2026Q1: 54,741 shares 54,741 $6.94M 0.2% +228 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,218 shares; 2024Q4: 144,218 shares; 2025Q1: 144,218 shares; 2025Q2: 144,818 shares; 2025Q3: 144,818 shares; 2025Q4: 144,818 shares; 2026Q1: 144,818 shares 144,818 $6.68M 0.19% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,025 shares; 2025Q3: 86,025 shares; 2025Q4: 86,025 shares; 2026Q1: 86,025 shares 86,025 $6.46M 0.18% 0 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: 91,872 shares; 2024Q4: 101,836 shares; 2025Q1: 103,997 shares; 2025Q2: 51,231 shares; 2025Q3: 50,879 shares; 2025Q4: 45,780 shares; 2026Q1: 45,870 shares 45,870 $6.29M 0.18% +90 Timeline AVIG 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: 140,442 shares; 2024Q4: 141,532 shares; 2025Q1: 141,532 shares; 2025Q2: 142,407 shares; 2025Q3: 148,512 shares; 2025Q4: 148,512 shares; 2026Q1: 148,512 shares 148,512 $6.18M 0.18% 0 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: 52,546 shares; 2024Q4: 53,784 shares; 2025Q1: 54,679 shares; 2025Q2: 54,335 shares; 2025Q3: 52,240 shares; 2025Q4: 40,006 shares; 2026Q1: 39,764 shares 39,764 $6.06M 0.17% -242 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: 38,369 shares; 2024Q4: 38,369 shares; 2025Q1: 38,369 shares; 2025Q2: 40,714 shares; 2025Q3: 40,569 shares; 2025Q4: 40,228 shares; 2026Q1: 39,395 shares 39,395 $5.71M 0.16% -833 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: 10,817 shares; 2024Q4: 10,251 shares; 2025Q1: 10,373 shares; 2025Q2: 10,492 shares; 2025Q3: 9,713 shares; 2025Q4: 8,998 shares; 2026Q1: 8,868 shares 8,868 $5.59M 0.16% -130 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 59,060 shares; 2025Q1: 97,466 shares; 2025Q2: 96,475 shares; 2025Q3: 96,493 shares; 2025Q4: 92,514 shares; 2026Q1: 92,536 shares 92,536 $5.36M 0.15% +22 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 11,268 shares; 2025Q1: 15,391 shares; 2025Q2: 16,160 shares; 2025Q3: 16,426 shares; 2025Q4: 16,145 shares; 2026Q1: 16,956 shares 16,956 $5.35M 0.15% +811 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,615 shares; 2025Q1: 35,839 shares; 2025Q2: 19,403 shares; 2025Q3: 18,901 shares; 2025Q4: 18,901 shares; 2026Q1: 19,009 shares 19,009 $5.17M 0.15% +108 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: 21,350 shares; 2024Q4: 21,338 shares; 2025Q1: 21,338 shares; 2025Q2: 21,338 shares; 2025Q3: 21,258 shares; 2025Q4: 20,203 shares; 2026Q1: 19,642 shares 19,642 $5.14M 0.15% -561 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: 97,821 shares; 2024Q4: 97,880 shares; 2025Q1: 103,576 shares; 2025Q2: 103,822 shares; 2025Q3: 96,544 shares; 2025Q4: 95,672 shares; 2026Q1: 95,558 shares 95,558 $5.02M 0.14% -114 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: 19,108 shares; 2024Q4: 38,852 shares; 2025Q1: 47,766 shares; 2025Q2: 202,093 shares; 2025Q3: 175,454 shares; 2025Q4: 174,728 shares; 2026Q1: 160,470 shares 160,470 $4.92M 0.14% -14,258 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,835 shares; 2025Q2: 52,459 shares; 2025Q3: 16,752 shares; 2025Q4: 21,106 shares; 2026Q1: 48,598 shares 48,598 $4.88M 0.14% +27,492 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,453 shares; 2024Q4: 45,453 shares; 2025Q1: 45,453 shares; 2025Q2: 28,061 shares; 2025Q3: 28,061 shares; 2025Q4: 28,061 shares; 2026Q1: 37,379 shares 37,379 $4.83M 0.14% +9,318 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: 53,708 shares; 2024Q4: 54,777 shares; 2025Q1: 57,203 shares; 2025Q2: 65,236 shares; 2025Q3: 65,312 shares; 2025Q4: 66,211 shares; 2026Q1: 61,144 shares 61,144 $4.54M 0.13% -5,067 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: 63,338 shares; 2024Q4: 125,394 shares; 2025Q1: 125,395 shares; 2025Q2: 125,397 shares; 2025Q3: 125,447 shares; 2025Q4: 125,495 shares; 2026Q1: 125,496 shares 125,496 $4.53M 0.13% +1 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,531 shares; 2025Q2: 121,657 shares; 2025Q3: 121,852 shares; 2025Q4: 122,026 shares; 2026Q1: 122,759 shares 122,759 $4.51M 0.13% +733 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: 6,763 shares; 2024Q4: 8,193 shares; 2025Q1: 10,791 shares; 2025Q2: 11,873 shares; 2025Q3: 11,179 shares; 2025Q4: 11,641 shares; 2026Q1: 11,905 shares 11,905 $4.42M 0.13% +264 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: 9,437 shares; 2024Q4: 9,435 shares; 2025Q1: 9,248 shares; 2025Q2: 8,899 shares; 2025Q3: 6,731 shares; 2025Q4: 6,256 shares; 2026Q1: 6,736 shares 6,736 $4.12M 0.12% +480 Timeline AVSF 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: 85,825 shares; 2024Q4: 85,825 shares; 2025Q1: 85,675 shares; 2025Q2: 85,675 shares; 2025Q3: 85,675 shares; 2025Q4: 85,675 shares; 2026Q1: 85,675 shares 85,675 $4M 0.11% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,768 shares; 2024Q4: 61,768 shares; 2025Q1: 61,768 shares; 2025Q2: 80,500 shares; 2025Q3: 80,500 shares; 2025Q4: 80,500 shares; 2026Q1: 80,500 shares 80,500 $3.9M 0.11% 0 Timeline AVIV 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: 47,385 shares; 2024Q4: 47,385 shares; 2025Q1: 47,385 shares; 2025Q2: 48,325 shares; 2025Q3: 48,325 shares; 2025Q4: 48,825 shares; 2026Q1: 49,165 shares 49,165 $3.86M 0.11% +340 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 10,673 shares; 2025Q1: 12,502 shares; 2025Q2: 11,641 shares; 2025Q3: 11,320 shares; 2025Q4: 10,229 shares; 2026Q1: 10,188 shares 10,188 $3.79M 0.11% -41 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: 14,783 shares; 2024Q4: 15,170 shares; 2025Q1: 16,802 shares; 2025Q2: 17,232 shares; 2025Q3: 15,844 shares; 2025Q4: 15,889 shares; 2026Q1: 15,791 shares 15,791 $3.77M 0.11% -98 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,281 shares; 2024Q4: 147,281 shares; 2025Q1: 147,281 shares; 2025Q2: 147,281 shares; 2025Q3: 147,281 shares; 2025Q4: 147,281 shares; 2026Q1: 147,281 shares 147,281 $3.69M 0.1% 0 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: 8,064 shares; 2024Q4: 8,066 shares; 2025Q1: 8,083 shares; 2025Q2: 8,088 shares; 2025Q3: 8,086 shares; 2025Q4: 13,732 shares; 2026Q1: 13,761 shares 13,761 $3.67M 0.1% +29 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,263 shares; 2025Q1: 8,236 shares; 2025Q2: 8,846 shares; 2025Q3: 8,475 shares; 2025Q4: 8,232 shares; 2026Q1: 7,919 shares 7,919 $3.65M 0.1% -313 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: 15,305 shares; 2024Q4: 16,555 shares; 2025Q1: 17,765 shares; 2025Q2: 18,105 shares; 2025Q3: 17,252 shares; 2025Q4: 17,204 shares; 2026Q1: 17,217 shares 17,217 $3.58M 0.1% +13 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: 40,245 shares; 2024Q4: 40,797 shares; 2025Q1: 38,399 shares; 2025Q2: 36,175 shares; 2025Q3: 36,034 shares; 2025Q4: 35,360 shares; 2026Q1: 34,763 shares 34,763 $3.5M 0.1% -597 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: 13,146 shares; 2024Q4: 13,408 shares; 2025Q1: 15,169 shares; 2025Q2: 14,351 shares; 2025Q3: 14,345 shares; 2025Q4: 13,306 shares; 2026Q1: 13,356 shares 13,356 $3.35M 0.1% +50 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: 34,932 shares; 2024Q4: 36,437 shares; 2025Q1: 39,015 shares; 2025Q2: 35,344 shares; 2025Q3: 33,867 shares; 2025Q4: 22,528 shares; 2026Q1: 21,978 shares 21,978 $3.19M 0.09% -550 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: 20,151 shares; 2024Q4: 20,151 shares; 2025Q1: 20,151 shares; 2025Q2: 20,151 shares; 2025Q3: 20,151 shares; 2025Q4: 20,151 shares; 2026Q1: 20,151 shares 20,151 $3.07M 0.09% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,127 shares; 2024Q4: 30,981 shares; 2025Q1: 31,170 shares; 2025Q2: 31,171 shares; 2025Q3: 30,396 shares; 2025Q4: 30,391 shares; 2026Q1: 30,389 shares 30,389 $3.07M 0.09% -2 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: 8,466 shares; 2024Q4: 9,828 shares; 2025Q1: 10,962 shares; 2025Q2: 10,820 shares; 2025Q3: 10,096 shares; 2025Q4: 9,650 shares; 2026Q1: 9,845 shares 9,845 $3.05M 0.09% +195 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: 11,094 shares; 2024Q4: 12,805 shares; 2025Q1: 12,280 shares; 2025Q2: 11,895 shares; 2025Q3: 10,150 shares; 2025Q4: 10,133 shares; 2026Q1: 9,883 shares 9,883 $3.01M 0.09% -250 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,588 shares; 2025Q1: 9,599 shares; 2025Q2: 9,604 shares; 2025Q3: 9,604 shares; 2025Q4: 9,604 shares; 2026Q1: 9,604 shares 9,604 $2.98M 0.08% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,559 shares; 2024Q4: 35,559 shares; 2025Q1: 35,559 shares; 2025Q2: 35,559 shares; 2025Q3: 35,559 shares; 2025Q4: 35,559 shares; 2026Q1: 35,559 shares 35,559 $2.97M 0.08% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 271,458 shares; 2025Q3: 271,456 shares; 2025Q4: 271,454 shares; 2026Q1: 407,592 shares 407,592 $2.97M 0.08% +136,138 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: 9,415 shares; 2024Q4: 9,918 shares; 2025Q1: 10,700 shares; 2025Q2: 11,245 shares; 2025Q3: 11,048 shares; 2025Q4: 10,952 shares; 2026Q1: 9,638 shares 9,638 $2.95M 0.08% -1,314 Timeline AVLC 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: 29,165 shares; 2024Q4: 29,165 shares; 2025Q1: 32,650 shares; 2025Q2: 34,155 shares; 2025Q3: 35,159 shares; 2025Q4: 35,164 shares; 2026Q1: 36,267 shares 36,267 $2.94M 0.08% +1,103 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: 9,411 shares; 2024Q4: 9,805 shares; 2025Q1: 9,922 shares; 2025Q2: 8,882 shares; 2025Q3: 7,650 shares; 2025Q4: 7,731 shares; 2026Q1: 7,932 shares 7,932 $2.77M 0.08% +201 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,522 shares; 2024Q4: 55,443 shares; 2025Q1: 51,953 shares; 2025Q2: 51,955 shares; 2025Q3: 51,971 shares; 2025Q4: 54,557 shares; 2026Q1: 54,242 shares 54,242 $2.74M 0.08% -315 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,414 shares; 2024Q4: 31,745 shares; 2025Q1: 32,998 shares; 2025Q2: 34,167 shares; 2025Q3: 34,240 shares; 2025Q4: 34,392 shares; 2026Q1: 34,415 shares 34,415 $2.69M 0.08% +23 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: 12,647 shares; 2024Q4: 12,632 shares; 2025Q1: 12,726 shares; 2025Q2: 12,605 shares; 2025Q3: 11,789 shares; 2025Q4: 11,553 shares; 2026Q1: 11,684 shares 11,684 $2.63M 0.07% +131 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,788 shares; 2025Q1: 6,242 shares; 2025Q2: 6,280 shares; 2025Q3: 5,835 shares; 2025Q4: 5,851 shares; 2026Q1: 5,837 shares 5,837 $2.6M 0.07% -14 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,888 shares; 2025Q1: 15,169 shares; 2025Q2: 15,631 shares; 2025Q3: 13,237 shares; 2025Q4: 13,031 shares; 2026Q1: 12,773 shares 12,773 $2.57M 0.07% -258 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: 6,406 shares; 2024Q4: 6,382 shares; 2025Q1: 6,382 shares; 2025Q2: 6,382 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares; 2026Q1: 6,382 shares 6,382 $2.47M 0.07% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,922 shares; 2024Q4: 54,922 shares; 2025Q1: 54,922 shares; 2025Q2: 41,922 shares; 2025Q3: 41,922 shares; 2025Q4: 41,922 shares; 2026Q1: 41,922 shares 41,922 $2.42M 0.07% 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: 37,963 shares; 2024Q4: 114,291 shares; 2025Q1: 132,809 shares; 2025Q2: 133,130 shares; 2025Q3: 94,243 shares; 2025Q4: 93,843 shares; 2026Q1: 89,434 shares 89,434 $2.39M 0.07% -4,409 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 45,213 shares; 2025Q1: 45,473 shares; 2025Q2: 50,112 shares; 2025Q3: 49,276 shares; 2025Q4: 44,336 shares; 2026Q1: 42,979 shares 42,979 $2.39M 0.07% -1,357 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: 18,988 shares; 2024Q4: 19,084 shares; 2025Q1: 20,780 shares; 2025Q2: 20,827 shares; 2025Q3: 19,053 shares; 2025Q4: 18,007 shares; 2026Q1: 18,373 shares 18,373 $2.39M 0.07% +366 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 22,970 shares; 2025Q1: 23,729 shares; 2025Q2: 25,479 shares; 2025Q3: 26,194 shares; 2025Q4: 26,484 shares; 2026Q1: 28,337 shares 28,337 $2.3M 0.07% +1,853 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: 11,084 shares; 2024Q4: 11,013 shares; 2025Q1: 10,458 shares; 2025Q2: 10,277 shares; 2025Q3: 8,832 shares; 2025Q4: 9,799 shares; 2026Q1: 10,269 shares 10,269 $2.23M 0.06% +470 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: 1,943 shares; 2024Q4: 2,455 shares; 2025Q1: 2,600 shares; 2025Q2: 2,788 shares; 2025Q3: 2,762 shares; 2025Q4: 2,777 shares; 2026Q1: 2,793 shares 2,793 $2.21M 0.06% +16 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: 2,969 shares; 2024Q4: 3,004 shares; 2025Q1: 3,160 shares; 2025Q2: 2,883 shares; 2025Q3: 2,228 shares; 2025Q4: 2,161 shares; 2026Q1: 2,199 shares 2,199 $2.2M 0.06% +38 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: 2,754 shares; 2024Q4: 2,685 shares; 2025Q1: 5,467 shares; 2025Q2: 5,037 shares; 2025Q3: 4,598 shares; 2025Q4: 4,576 shares; 2026Q1: 4,392 shares 4,392 $2.19M 0.06% -184 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: 2,815 shares; 2024Q4: 2,791 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 7,439 shares; 2025Q4: 20,714 shares; 2026Q1: 28,202 shares 28,202 $2.18M 0.06% +7,488 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: 12,140 shares; 2024Q4: 10,819 shares; 2025Q1: 11,837 shares; 2025Q2: 12,032 shares; 2025Q3: 11,189 shares; 2025Q4: 8,005 shares; 2026Q1: 7,007 shares 7,007 $2.16M 0.06% -998 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: 3,712 shares; 2024Q4: 4,253 shares; 2025Q1: 7,077 shares; 2025Q2: 6,948 shares; 2025Q3: 7,076 shares; 2025Q4: 7,079 shares; 2026Q1: 7,076 shares 7,076 $2.1M 0.06% -3 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: 19,192 shares; 2024Q4: 21,624 shares; 2025Q1: 21,318 shares; 2025Q2: 21,661 shares; 2025Q3: 21,179 shares; 2025Q4: 21,066 shares; 2026Q1: 19,964 shares 19,964 $2M 0.06% -1,102 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: 10,374 shares; 2024Q4: 10,998 shares; 2025Q1: 11,423 shares; 2025Q2: 11,428 shares; 2025Q3: 11,997 shares; 2025Q4: 10,848 shares; 2026Q1: 10,544 shares 10,544 $1.99M 0.06% -304 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,502 shares; 2025Q1: 4,672 shares; 2025Q2: 4,620 shares; 2025Q3: 2,838 shares; 2025Q4: 2,866 shares; 2026Q1: 2,893 shares 2,893 $1.97M 0.06% +27 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,133 shares; 2025Q1: 3,405 shares; 2025Q2: 3,457 shares; 2025Q3: 3,243 shares; 2025Q4: 2,225 shares; 2026Q1: 1,967 shares 1,967 $1.95M 0.06% -258 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: 24,039 shares; 2024Q4: 24,612 shares; 2025Q1: 26,102 shares; 2025Q2: 23,896 shares; 2025Q3: 23,614 shares; 2025Q4: 12,378 shares; 2026Q1: 12,380 shares 12,380 $1.94M 0.06% +2 Timeline AVSC 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: 29,295 shares; 2024Q4: 29,295 shares; 2025Q1: 29,295 shares; 2025Q2: 29,295 shares; 2025Q3: 29,295 shares; 2025Q4: 29,294 shares; 2026Q1: 29,654 shares 29,654 $1.94M 0.06% +360 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: 95,013 shares; 2024Q4: 97,981 shares; 2025Q1: 105,355 shares; 2025Q2: 101,401 shares; 2025Q3: 101,766 shares; 2025Q4: 82,575 shares; 2026Q1: 70,794 shares 70,794 $1.91M 0.05% -11,781 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: 4,796 shares; 2024Q4: 4,817 shares; 2025Q1: 8,569 shares; 2025Q2: 12,288 shares; 2025Q3: 12,288 shares; 2025Q4: 12,288 shares; 2026Q1: 12,291 shares 12,291 $1.89M 0.05% +3 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: 1,207 shares; 2024Q4: 1,195 shares; 2025Q1: 1,270 shares; 2025Q2: 1,278 shares; 2025Q3: 1,198 shares; 2025Q4: 11,861 shares; 2026Q1: 18,224 shares 18,224 $1.88M 0.05% +6,363 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,777 shares; 2024Q4: 16,105 shares; 2025Q1: 16,105 shares; 2025Q2: 20,780 shares; 2025Q3: 22,642 shares; 2025Q4: 22,576 shares; 2026Q1: 22,845 shares 22,845 $1.81M 0.05% +269 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: 1,260 shares; 2024Q4: 1,267 shares; 2025Q1: 1,305 shares; 2025Q2: 19,562 shares; 2025Q3: 19,174 shares; 2025Q4: 19,167 shares; 2026Q1: 19,177 shares 19,177 $1.78M 0.05% +10 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: 18,702 shares; 2024Q4: 20,421 shares; 2025Q1: 25,094 shares; 2025Q2: 24,479 shares; 2025Q3: 22,271 shares; 2025Q4: 20,860 shares; 2026Q1: 21,612 shares 21,612 $1.78M 0.05% +752 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: 4,809 shares; 2024Q4: 5,093 shares; 2025Q1: 5,621 shares; 2025Q2: 5,875 shares; 2025Q3: 5,790 shares; 2025Q4: 5,300 shares; 2026Q1: 5,174 shares 5,174 $1.75M 0.05% -126 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: 21,798 shares; 2024Q4: 27,749 shares; 2025Q1: 27,754 shares; 2025Q2: 14,244 shares; 2025Q3: 12,923 shares; 2025Q4: 12,670 shares; 2026Q1: 13,335 shares 13,335 $1.62M 0.05% +665 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: 1,478 shares; 2024Q4: 1,463 shares; 2025Q1: 1,868 shares; 2025Q2: 2,250 shares; 2025Q3: 2,085 shares; 2025Q4: 2,099 shares; 2026Q1: 2,092 shares 2,092 $1.55M 0.04% -7 Timeline AVIE 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: 20,437 shares; 2024Q4: 20,437 shares; 2025Q1: 21,037 shares; 2025Q2: 21,437 shares; 2025Q3: 21,457 shares; 2025Q4: 21,457 shares; 2026Q1: 21,457 shares 21,457 $1.55M 0.04% 0 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: 4,901 shares; 2024Q4: 5,426 shares; 2025Q1: 6,520 shares; 2025Q2: 6,408 shares; 2025Q3: 5,338 shares; 2025Q4: 5,437 shares; 2026Q1: 5,038 shares 5,038 $1.53M 0.04% -399 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: 14,952 shares; 2024Q4: 15,936 shares; 2025Q1: 16,154 shares; 2025Q2: 16,129 shares; 2025Q3: 16,332 shares; 2025Q4: 16,016 shares; 2026Q1: 16,104 shares 16,104 $1.52M 0.04% +88 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $1.51M 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 7,262 shares; 2025Q1: 6,926 shares; 2025Q2: 7,283 shares; 2025Q3: 7,281 shares; 2025Q4: 6,807 shares; 2026Q1: 6,438 shares 6,438 $1.49M 0.04% -369 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: 18,163 shares; 2024Q4: 18,163 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,163 shares; 2025Q4: 18,163 shares; 2026Q1: 18,163 shares 18,163 $1.44M 0.04% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.04% 0 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: 4,117 shares; 2024Q4: 4,185 shares; 2025Q1: 5,305 shares; 2025Q2: 5,250 shares; 2025Q3: 5,317 shares; 2025Q4: 5,325 shares; 2026Q1: 4,785 shares 4,785 $1.41M 0.04% -540 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: 7,874 shares; 2024Q4: 8,861 shares; 2025Q1: 10,612 shares; 2025Q2: 11,663 shares; 2025Q3: 10,511 shares; 2025Q4: 10,338 shares; 2026Q1: 10,198 shares 10,198 $1.41M 0.04% -140 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: 13,186 shares; 2024Q4: 13,186 shares; 2025Q1: 13,221 shares; 2025Q2: 16,748 shares; 2025Q3: 13,118 shares; 2025Q4: 13,118 shares; 2026Q1: 13,118 shares 13,118 $1.4M 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,003 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,129 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares 2,129 $1.37M 0.04% 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: 11,908 shares; 2024Q4: 13,048 shares; 2025Q1: 16,464 shares; 2025Q2: 17,779 shares; 2025Q3: 15,597 shares; 2025Q4: 15,725 shares; 2026Q1: 17,571 shares 17,571 $1.36M 0.04% +1,846 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: 5,022 shares; 2024Q4: 5,134 shares; 2025Q1: 4,811 shares; 2025Q2: 4,666 shares; 2025Q3: 5,243 shares; 2025Q4: 5,431 shares; 2026Q1: 5,485 shares 5,485 $1.34M 0.04% +54 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: 11,249 shares; 2024Q4: 13,737 shares; 2025Q1: 14,362 shares; 2025Q2: 14,376 shares; 2025Q3: 15,062 shares; 2025Q4: 12,069 shares; 2026Q1: 11,776 shares 11,776 $1.34M 0.04% -293 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 19,881 shares; 2025Q1: 19,929 shares; 2025Q2: 19,739 shares; 2025Q3: 24,037 shares; 2025Q4: 24,347 shares; 2026Q1: 25,320 shares 25,320 $1.33M 0.04% +973 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: 2,492 shares; 2024Q4: 2,622 shares; 2025Q1: 5,059 shares; 2025Q2: 4,997 shares; 2025Q3: 4,900 shares; 2025Q4: 4,848 shares; 2026Q1: 5,041 shares 5,041 $1.32M 0.04% +193 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: 2,037 shares; 2024Q4: not reported; 2025Q1: 2,423 shares; 2025Q2: 2,272 shares; 2025Q3: 2,645 shares; 2025Q4: 2,750 shares; 2026Q1: 3,056 shares 3,056 $1.29M 0.04% +306 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: 13,625 shares; 2024Q4: 14,889 shares; 2025Q1: 15,349 shares; 2025Q2: 15,101 shares; 2025Q3: 14,841 shares; 2025Q4: 14,891 shares; 2026Q1: 14,844 shares 14,844 $1.27M 0.04% -47 Timeline AVDS 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: 12,870 shares; 2024Q4: 12,870 shares; 2025Q1: 12,870 shares; 2025Q2: 13,870 shares; 2025Q3: 14,790 shares; 2025Q4: 14,990 shares; 2026Q1: 16,323 shares 16,323 $1.24M 0.04% +1,333 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: 3,265 shares; 2024Q4: 3,830 shares; 2025Q1: 4,615 shares; 2025Q2: 4,041 shares; 2025Q3: 4,027 shares; 2025Q4: 3,950 shares; 2026Q1: 3,911 shares 3,911 $1.23M 0.03% -39 Timeline AVMC 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: 12,971 shares; 2024Q4: 12,971 shares; 2025Q1: 12,971 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares; 2025Q4: 14,671 shares; 2026Q1: 16,371 shares 16,371 $1.22M 0.03% +1,700 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: not reported; 2025Q1: not reported; 2025Q2: 12,287 shares; 2025Q3: 12,287 shares; 2025Q4: 12,287 shares; 2026Q1: 12,287 shares 12,287 $1.22M 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares 3,505 $1.17M 0.03% 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: 74,495 shares; 2024Q4: 37,057 shares; 2025Q1: 47,823 shares; 2025Q2: 46,834 shares; 2025Q3: 41,669 shares; 2025Q4: 39,212 shares; 2026Q1: 41,211 shares 41,211 $1.15M 0.03% +1,999 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: 7,805 shares; 2024Q4: 7,805 shares; 2025Q1: 7,880 shares; 2025Q2: 7,888 shares; 2025Q3: 7,368 shares; 2025Q4: 7,370 shares; 2026Q1: 7,440 shares 7,440 $1.13M 0.03% +70 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: 2,811 shares; 2024Q4: 2,838 shares; 2025Q1: 3,858 shares; 2025Q2: 2,897 shares; 2025Q3: 2,931 shares; 2025Q4: 3,010 shares; 2026Q1: 2,820 shares 2,820 $1.13M 0.03% -190 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,835 shares; 2025Q1: 5,390 shares; 2025Q2: 5,086 shares; 2025Q3: 5,250 shares; 2025Q4: 5,332 shares; 2026Q1: 5,398 shares 5,398 $1.09M 0.03% +66 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,200 shares; 2025Q2: 9,192 shares; 2025Q3: 9,205 shares; 2025Q4: 9,194 shares; 2026Q1: 13,774 shares 13,774 $1.06M 0.03% +4,580 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 12,726 shares; 2025Q1: 12,726 shares; 2025Q2: 12,546 shares; 2025Q3: 10,186 shares; 2025Q4: 9,554 shares; 2026Q1: 7,595 shares 7,595 $1.06M 0.03% -1,959 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: 45,364 shares; 2024Q4: 36,579 shares; 2025Q1: 43,712 shares; 2025Q2: 45,818 shares; 2025Q3: 43,393 shares; 2025Q4: 41,136 shares; 2026Q1: 40,076 shares 40,076 $1.06M 0.03% -1,060 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: 2,805 shares; 2024Q4: 3,029 shares; 2025Q1: 3,072 shares; 2025Q2: 3,156 shares; 2025Q3: 3,002 shares; 2025Q4: 2,976 shares; 2026Q1: 2,994 shares 2,994 $1.05M 0.03% +18 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,464 shares; 2024Q4: 9,514 shares; 2025Q1: 10,856 shares; 2025Q2: 9,663 shares; 2025Q3: 9,569 shares; 2025Q4: 9,560 shares; 2026Q1: 12,418 shares 12,418 $1.05M 0.03% +2,858 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 9,548 shares; 2025Q1: 15,647 shares; 2025Q2: 13,113 shares; 2025Q3: 13,208 shares; 2025Q4: 15,126 shares; 2026Q1: 13,293 shares 13,293 $1.04M 0.03% -1,833 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: 8,014 shares; 2024Q4: 8,015 shares; 2025Q1: 8,032 shares; 2025Q2: 9,192 shares; 2025Q3: 9,334 shares; 2025Q4: 9,545 shares; 2026Q1: 11,109 shares 11,109 $1.02M 0.03% +1,564 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: 7,502 shares; 2024Q4: 7,785 shares; 2025Q1: 9,294 shares; 2025Q2: 8,744 shares; 2025Q3: 8,536 shares; 2025Q4: 8,420 shares; 2026Q1: 7,717 shares 7,717 $988K 0.03% -703 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: 2,388 shares; 2025Q2: 2,452 shares; 2025Q3: 2,453 shares; 2025Q4: 2,441 shares; 2026Q1: 2,456 shares 2,456 $910K 0.03% +15 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: 6,353 shares; 2024Q4: 6,943 shares; 2025Q1: 7,813 shares; 2025Q2: 8,050 shares; 2025Q3: 7,817 shares; 2025Q4: 5,586 shares; 2026Q1: 5,635 shares 5,635 $904K 0.03% +49 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: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 145 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 5,059 shares 5,059 $878K 0.02% +4,910 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 10,032 shares; 2025Q1: 10,037 shares; 2025Q2: 10,037 shares; 2025Q3: 8,942 shares; 2025Q4: 8,602 shares; 2026Q1: 8,602 shares 8,602 $866K 0.02% 0 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: 7,357 shares; 2025Q1: 7,750 shares; 2025Q2: 7,958 shares; 2025Q3: 7,317 shares; 2025Q4: 6,678 shares; 2026Q1: 6,740 shares 6,740 $863K 0.02% +62 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: 5,904 shares; 2024Q4: 6,054 shares; 2025Q1: 6,346 shares; 2025Q2: 6,407 shares; 2025Q3: 6,307 shares; 2025Q4: 6,061 shares; 2026Q1: 6,111 shares 6,111 $849K 0.02% +50 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: 678 shares; 2024Q4: 672 shares; 2025Q1: 751 shares; 2025Q2: 906 shares; 2025Q3: 880 shares; 2025Q4: 927 shares; 2026Q1: 931 shares 931 $845K 0.02% +4 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 11,128 shares; 2025Q1: 11,128 shares; 2025Q2: 11,208 shares; 2025Q3: 11,208 shares; 2025Q4: 11,208 shares; 2026Q1: 11,208 shares 11,208 $843K 0.02% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,008 shares; 2025Q1: 2,033 shares; 2025Q2: 2,609 shares; 2025Q3: 2,586 shares; 2025Q4: 2,596 shares; 2026Q1: 2,599 shares 2,599 $837K 0.02% +3 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: 966 shares; 2024Q4: 980 shares; 2025Q1: 998 shares; 2025Q2: 990 shares; 2025Q3: 971 shares; 2025Q4: 970 shares; 2026Q1: 966 shares 966 $836K 0.02% -4 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,519 shares; 2025Q1: 1,408 shares; 2025Q2: 1,696 shares; 2025Q3: 1,760 shares; 2025Q4: 1,865 shares; 2026Q1: 2,037 shares 2,037 $821K 0.02% +172 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: 2,254 shares; 2024Q4: 2,726 shares; 2025Q1: 4,011 shares; 2025Q2: 4,966 shares; 2025Q3: 4,972 shares; 2025Q4: 4,993 shares; 2026Q1: 5,031 shares 5,031 $814K 0.02% +38 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: 2,885 shares; 2024Q4: 4,147 shares; 2025Q1: 3,756 shares; 2025Q2: 3,992 shares; 2025Q3: 3,722 shares; 2025Q4: 3,641 shares; 2026Q1: 3,781 shares 3,781 $812K 0.02% +140 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,337 shares; 2025Q3: 5,335 shares; 2025Q4: 5,585 shares; 2026Q1: 5,597 shares 5,597 $811K 0.02% +12 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,415 shares; 2025Q1: 3,445 shares; 2025Q2: 3,264 shares; 2025Q3: 3,144 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares 3,002 $805K 0.02% 0 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: 579 shares; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 1,642 shares; 2025Q3: 1,616 shares; 2025Q4: 1,622 shares; 2026Q1: 1,622 shares 1,622 $804K 0.02% 0 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: 16,135 shares; 2024Q4: 16,581 shares; 2025Q1: 16,742 shares; 2025Q2: 16,845 shares; 2025Q3: 16,660 shares; 2025Q4: 16,660 shares; 2026Q1: 16,680 shares 16,680 $801K 0.02% +20 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,820 shares; 2025Q1: 4,762 shares; 2025Q2: 6,809 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 6,015 shares 6,015 $784K 0.02% +134 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: 10,101 shares; 2024Q4: 30,352 shares; 2025Q1: 44,221 shares; 2025Q2: 45,403 shares; 2025Q3: 44,252 shares; 2025Q4: 29,818 shares; 2026Q1: 29,866 shares 29,866 $783K 0.02% +48 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,938 shares; 2025Q1: 1,962 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,967 shares; 2026Q1: 1,986 shares 1,986 $772K 0.02% +19 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: 1,158 shares; 2024Q4: 1,199 shares; 2025Q1: 1,512 shares; 2025Q2: 1,533 shares; 2025Q3: 1,525 shares; 2025Q4: 1,472 shares; 2026Q1: 1,504 shares 1,504 $757K 0.02% +32 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,464 shares; 2025Q1: 4,120 shares; 2025Q2: 4,773 shares; 2025Q3: 4,301 shares; 2025Q4: 4,040 shares; 2026Q1: 3,890 shares 3,890 $734K 0.02% -150 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: 2,390 shares; 2024Q4: 2,602 shares; 2025Q1: 2,526 shares; 2025Q2: 2,802 shares; 2025Q3: 2,227 shares; 2025Q4: 2,241 shares; 2026Q1: 2,209 shares 2,209 $724K 0.02% -32 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: 5,088 shares; 2024Q4: 5,625 shares; 2025Q1: 5,536 shares; 2025Q2: 5,889 shares; 2025Q3: 4,712 shares; 2025Q4: 4,583 shares; 2026Q1: 4,377 shares 4,377 $722K 0.02% -206 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,569 shares; 2025Q3: 2,467 shares; 2025Q4: 2,518 shares; 2026Q1: 2,702 shares 2,702 $712K 0.02% +184 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: 11,916 shares; 2024Q4: 11,620 shares; 2025Q1: 11,124 shares; 2025Q2: 15,958 shares; 2025Q3: 15,405 shares; 2025Q4: 15,408 shares; 2026Q1: 10,100 shares 10,100 $712K 0.02% -5,308 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 25,296 shares; 2025Q1: 25,455 shares; 2025Q2: 25,526 shares; 2025Q3: 25,654 shares; 2025Q4: 25,599 shares; 2026Q1: 25,614 shares 25,614 $704K 0.02% +15 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: 921 shares; 2024Q4: 899 shares; 2025Q1: 897 shares; 2025Q2: 880 shares; 2025Q3: 859 shares; 2025Q4: 924 shares; 2026Q1: 926 shares 926 $693K 0.02% +2 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: 6,483 shares; 2024Q4: 6,483 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 5,689 shares; 2025Q4: 5,689 shares; 2026Q1: 5,689 shares 5,689 $687K 0.02% 0 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: 7,483 shares; 2024Q4: not reported; 2025Q1: 7,504 shares; 2025Q2: 7,483 shares; 2025Q3: 7,483 shares; 2025Q4: 7,413 shares; 2026Q1: 7,413 shares 7,413 $684K 0.02% 0 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,834 shares; 2024Q4: 34,335 shares; 2025Q1: 34,346 shares; 2025Q2: 34,336 shares; 2025Q3: 30,824 shares; 2025Q4: 30,824 shares; 2026Q1: 30,824 shares 30,824 $675K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 12,675 shares; 2025Q1: 12,675 shares; 2025Q2: 25,082 shares; 2025Q3: 24,919 shares; 2025Q4: 24,791 shares; 2026Q1: 25,627 shares 25,627 $670K 0.02% +836 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,194 shares; 2024Q4: 12,174 shares; 2025Q1: 12,174 shares; 2025Q2: 12,126 shares; 2025Q3: 11,726 shares; 2025Q4: 11,726 shares; 2026Q1: 11,726 shares 11,726 $669K 0.02% 0 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: 2,937 shares; 2024Q4: 4,295 shares; 2025Q1: 4,736 shares; 2025Q2: 5,486 shares; 2025Q3: 4,688 shares; 2025Q4: 4,133 shares; 2026Q1: 4,128 shares 4,128 $667K 0.02% -5 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: 8,764 shares; 2024Q4: 8,950 shares; 2025Q1: 9,191 shares; 2025Q2: 8,991 shares; 2025Q3: 6,788 shares; 2025Q4: 3,825 shares; 2026Q1: 3,889 shares 3,889 $666K 0.02% +64 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: 1,198 shares; 2024Q4: 1,221 shares; 2025Q1: 1,889 shares; 2025Q2: 2,491 shares; 2025Q3: 2,408 shares; 2025Q4: 2,409 shares; 2026Q1: 2,435 shares 2,435 $665K 0.02% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,049 shares; 2026Q1: 4,037 shares 4,037 $662K 0.02% -12 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: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,544 shares; 2025Q3: 9,344 shares; 2025Q4: 9,344 shares; 2026Q1: 9,354 shares 9,354 $646K 0.02% +10 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: 10,085 shares; 2024Q4: 11,795 shares; 2025Q1: 11,800 shares; 2025Q2: 10,812 shares; 2025Q3: 10,931 shares; 2025Q4: 10,557 shares; 2026Q1: 10,966 shares 10,966 $643K 0.02% +409 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: 5,600 shares; 2024Q4: 5,665 shares; 2025Q1: 5,774 shares; 2025Q2: 5,793 shares; 2025Q3: 5,750 shares; 2025Q4: 5,778 shares; 2026Q1: 5,774 shares 5,774 $639K 0.02% -4 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: 16,828 shares; 2024Q4: 16,429 shares; 2025Q1: 14,779 shares; 2025Q2: 14,293 shares; 2025Q3: 14,223 shares; 2025Q4: 13,344 shares; 2026Q1: 13,135 shares 13,135 $637K 0.02% -209 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 22,303 shares; 2025Q1: 22,303 shares; 2025Q2: 41,126 shares; 2025Q3: 23,122 shares; 2025Q4: 23,035 shares; 2026Q1: 20,082 shares 20,082 $632K 0.02% -2,953 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: 318 shares; 2024Q4: 319 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 338 shares; 2025Q4: 350 shares; 2026Q1: 362 shares 362 $629K 0.02% +12 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: 21,617 shares; 2024Q4: 21,727 shares; 2025Q1: 22,489 shares; 2025Q2: 21,648 shares; 2025Q3: 16,298 shares; 2025Q4: 13,758 shares; 2026Q1: 13,332 shares 13,332 $614K 0.02% -426 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: 1,480 shares; 2024Q4: 1,531 shares; 2025Q1: 1,941 shares; 2025Q2: 1,524 shares; 2025Q3: 1,548 shares; 2025Q4: 1,565 shares; 2026Q1: 1,600 shares 1,600 $599K 0.02% +35 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: 5,147 shares; 2024Q4: 4,922 shares; 2025Q1: 5,107 shares; 2025Q2: 5,098 shares; 2025Q3: 5,140 shares; 2025Q4: 3,792 shares; 2026Q1: 3,899 shares 3,899 $586K 0.02% +107 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,040 shares; 2025Q1: 3,319 shares; 2025Q2: 3,819 shares; 2025Q3: 3,722 shares; 2025Q4: 3,719 shares; 2026Q1: 3,715 shares 3,715 $579K 0.02% -4 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: 17,274 shares; 2024Q4: 17,581 shares; 2025Q1: 17,870 shares; 2025Q2: 18,104 shares; 2025Q3: 17,398 shares; 2025Q4: 17,405 shares; 2026Q1: 17,636 shares 17,636 $576K 0.02% +231 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 12,893 shares; 2025Q1: 12,216 shares; 2025Q2: 12,462 shares; 2025Q3: 11,884 shares; 2025Q4: 15,511 shares; 2026Q1: 15,410 shares 15,410 $575K 0.02% -101 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 5,164 shares; 2026Q1: 5,306 shares 5,306 $572K 0.02% +142 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,023 shares; 2025Q1: 2,023 shares; 2025Q2: 2,023 shares; 2025Q3: 1,832 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares 1,796 $567K 0.02% 0 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: 6,907 shares; 2024Q4: 6,998 shares; 2025Q1: 7,156 shares; 2025Q2: 7,183 shares; 2025Q3: 7,122 shares; 2025Q4: 6,646 shares; 2026Q1: 6,658 shares 6,658 $558K 0.02% +12 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: 1,688 shares; 2024Q4: 1,737 shares; 2025Q1: 2,311 shares; 2025Q2: 2,631 shares; 2025Q3: 2,404 shares; 2025Q4: 2,412 shares; 2026Q1: 2,495 shares 2,495 $555K 0.02% +83 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,110 shares; 2024Q4: 35,538 shares; 2025Q1: 35,355 shares; 2025Q2: 35,359 shares; 2025Q3: 31,865 shares; 2025Q4: 31,762 shares; 2026Q1: 29,548 shares 29,548 $554K 0.02% -2,214 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,429 shares; 2024Q4: 45,720 shares; 2025Q1: 79,864 shares; 2025Q2: 79,868 shares; 2025Q3: 35,674 shares; 2025Q4: 18,913 shares; 2026Q1: 18,112 shares 18,112 $553K 0.02% -801 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 850 shares; 2025Q3: 907 shares; 2025Q4: 912 shares; 2026Q1: 1,254 shares 1,254 $548K 0.02% +342 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,314 shares; 2025Q4: 8,761 shares; 2026Q1: 8,717 shares 8,717 $544K 0.02% -44 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: 698 shares; 2024Q4: 530 shares; 2025Q1: 974 shares; 2025Q2: 929 shares; 2025Q3: 1,069 shares; 2025Q4: 1,120 shares; 2026Q1: 1,091 shares 1,091 $541K 0.02% -29 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: 2,389 shares; 2024Q4: 2,415 shares; 2025Q1: 2,436 shares; 2025Q2: 2,452 shares; 2025Q3: 2,453 shares; 2025Q4: 2,451 shares; 2026Q1: 2,457 shares 2,457 $540K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,470 shares; 2026Q1: 4,470 shares 4,470 $530K 0.02% 0 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: 6,084 shares; 2024Q4: 6,553 shares; 2025Q1: 8,148 shares; 2025Q2: 6,671 shares; 2025Q3: 5,557 shares; 2025Q4: 5,586 shares; 2026Q1: 5,277 shares 5,277 $523K 0.01% -309 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: not reported; 2024Q4: 5,732 shares; 2025Q1: 11,791 shares; 2025Q2: 11,932 shares; 2025Q3: 12,067 shares; 2025Q4: 12,246 shares; 2026Q1: 12,332 shares 12,332 $523K 0.01% +86 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: 1,622 shares; 2024Q4: 1,564 shares; 2025Q1: 1,575 shares; 2025Q2: 1,596 shares; 2025Q3: 1,616 shares; 2025Q4: 1,831 shares; 2026Q1: 1,661 shares 1,661 $517K 0.01% -170 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: 2,414 shares; 2024Q4: 2,557 shares; 2025Q1: 2,762 shares; 2025Q2: 2,802 shares; 2025Q3: 2,858 shares; 2025Q4: 2,881 shares; 2026Q1: 2,877 shares 2,877 $511K 0.01% -4 Timeline AVMV 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 6,310 shares; 2026Q1: 6,730 shares 6,730 $510K 0.01% +420 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,009 shares; 2025Q2: 50,009 shares; 2025Q3: 50,009 shares; 2025Q4: 50,009 shares; 2026Q1: 50,009 shares 50,009 $509K 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: 4,363 shares; 2025Q1: 8,133 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares; 2025Q4: 8,406 shares; 2026Q1: 9,327 shares 9,327 $506K 0.01% +921 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: 3,711 shares; 2024Q4: 4,046 shares; 2025Q1: 3,652 shares; 2025Q2: 3,586 shares; 2025Q3: 3,352 shares; 2025Q4: 3,113 shares; 2026Q1: 2,624 shares 2,624 $498K 0.01% -489 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 8,713 shares; 2025Q1: 10,200 shares; 2025Q2: 10,234 shares; 2025Q3: 10,263 shares; 2025Q4: 10,263 shares; 2026Q1: 12,997 shares 12,997 $493K 0.01% +2,734 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: 925 shares; 2024Q4: 921 shares; 2025Q1: 889 shares; 2025Q2: 912 shares; 2025Q3: 789 shares; 2025Q4: 802 shares; 2026Q1: 797 shares 797 $489K 0.01% -5 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: 1,303 shares; 2024Q4: 1,584 shares; 2025Q1: 1,608 shares; 2025Q2: 1,630 shares; 2025Q3: 1,642 shares; 2025Q4: 1,646 shares; 2026Q1: 1,651 shares 1,651 $489K 0.01% +5 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,536 shares; 2024Q4: 26,936 shares; 2025Q1: 26,936 shares; 2025Q2: 26,936 shares; 2025Q3: 26,586 shares; 2025Q4: 26,586 shares; 2026Q1: 26,586 shares 26,586 $487K 0.01% 0 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: 2,716 shares; 2024Q4: 2,738 shares; 2025Q1: 1,907 shares; 2025Q2: 1,906 shares; 2025Q3: 1,808 shares; 2025Q4: 1,773 shares; 2026Q1: 1,772 shares 1,772 $481K 0.01% -1 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: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,234 shares; 2025Q2: 2,295 shares; 2025Q3: 2,244 shares; 2025Q4: 1,999 shares; 2026Q1: 2,038 shares 2,038 $479K 0.01% +39 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,664 shares; 2025Q1: 2,114 shares; 2025Q2: 2,142 shares; 2025Q3: 2,129 shares; 2025Q4: 2,116 shares; 2026Q1: 2,217 shares 2,217 $478K 0.01% +101 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,177 shares; 2025Q1: 981 shares; 2025Q2: 985 shares; 2025Q3: 988 shares; 2025Q4: 992 shares; 2026Q1: 995 shares 995 $477K 0.01% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,908 shares 3,908 $472K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,283 shares; 2025Q1: 1,314 shares; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,302 shares; 2026Q1: 1,468 shares 1,468 $471K 0.01% +166 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,040 shares; 2025Q1: 4,069 shares; 2025Q2: 4,123 shares; 2025Q3: 4,185 shares; 2025Q4: 4,666 shares; 2026Q1: 4,749 shares 4,749 $469K 0.01% +83 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: 3,914 shares; 2024Q4: 4,018 shares; 2025Q1: 4,574 shares; 2025Q2: 4,216 shares; 2025Q3: 3,764 shares; 2025Q4: 3,673 shares; 2026Q1: 3,756 shares 3,756 $460K 0.01% +83 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $459K 0.01% 0 Timeline AVSD 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: 5,840 shares; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares 5,840 $455K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 14,561 shares; 2025Q1: 17,098 shares; 2025Q2: 17,106 shares; 2025Q3: 15,070 shares; 2025Q4: 13,944 shares; 2026Q1: 13,949 shares 13,949 $452K 0.01% +5 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,605 shares; 2025Q2: 8,603 shares; 2025Q3: 9,168 shares; 2025Q4: 9,168 shares; 2026Q1: 9,168 shares 9,168 $451K 0.01% 0 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,765 shares 15,765 $450K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,817 shares; 2025Q1: 4,835 shares; 2025Q2: 4,831 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares; 2026Q1: 4,386 shares 4,386 $441K 0.01% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 4,507 shares; 2025Q1: 4,316 shares; 2025Q2: 4,318 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,507 shares 2,507 $440K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I 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: 39,639 shares 39,639 $438K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 2,005 shares; 2025Q1: 2,383 shares; 2025Q2: 2,050 shares; 2025Q3: 1,756 shares; 2025Q4: 1,717 shares; 2026Q1: 1,790 shares 1,790 $437K 0.01% +73 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: 530 shares; 2025Q1: 897 shares; 2025Q2: 792 shares; 2025Q3: 712 shares; 2025Q4: 715 shares; 2026Q1: 718 shares 718 $434K 0.01% +3 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: 6,171 shares; 2024Q4: 6,175 shares; 2025Q1: 6,385 shares; 2025Q2: 8,678 shares; 2025Q3: 10,867 shares; 2025Q4: 10,212 shares; 2026Q1: 10,337 shares 10,337 $430K 0.01% +125 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: 14,970 shares; 2024Q4: 15,006 shares; 2025Q1: 11,197 shares; 2025Q2: 11,234 shares; 2025Q3: 11,272 shares; 2025Q4: 11,311 shares; 2026Q1: 11,347 shares 11,347 $424K 0.01% +36 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: 2,863 shares; 2024Q4: 3,192 shares; 2025Q1: 3,093 shares; 2025Q2: 3,506 shares; 2025Q3: 2,853 shares; 2025Q4: 2,631 shares; 2026Q1: 2,646 shares 2,646 $421K 0.01% +15 Timeline AVEE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,110 shares; 2026Q1: 6,185 shares 6,185 $416K 0.01% +2,075 Timeline AVSE 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: 5,755 shares; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares 5,755 $411K 0.01% 0 Timeline AVSU 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $410K 0.01% 0 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: not reported; 2025Q1: 3,941 shares; 2025Q2: 5,558 shares; 2025Q3: 5,592 shares; 2025Q4: 5,586 shares; 2026Q1: 5,617 shares 5,617 $409K 0.01% +31 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,096 shares; 2025Q1: 5,151 shares; 2025Q2: 10,405 shares; 2025Q3: 8,315 shares; 2025Q4: 8,266 shares; 2026Q1: 8,276 shares 8,276 $407K 0.01% +10 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: 1,236 shares; 2025Q1: 1,361 shares; 2025Q2: 1,378 shares; 2025Q3: 1,368 shares; 2025Q4: 1,380 shares; 2026Q1: 1,366 shares 1,366 $406K 0.01% -14 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: 1,166 shares; 2024Q4: 1,195 shares; 2025Q1: 1,228 shares; 2025Q2: 1,232 shares; 2025Q3: 1,229 shares; 2025Q4: 1,105 shares; 2026Q1: 1,126 shares 1,126 $399K 0.01% +21 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 3,211 shares; 2025Q3: 3,108 shares; 2025Q4: 3,119 shares; 2026Q1: 3,149 shares 3,149 $392K 0.01% +30 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: 3,909 shares; 2024Q4: 3,800 shares; 2025Q1: 3,996 shares; 2025Q2: 4,370 shares; 2025Q3: 4,355 shares; 2025Q4: 3,929 shares; 2026Q1: 3,920 shares 3,920 $381K 0.01% -9 Timeline AVGB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 5,155 shares; 2026Q1: 7,339 shares 7,339 $374K 0.01% +2,184 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,843 shares; 2025Q2: 2,818 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $362K 0.01% 0 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,807 shares; 2025Q2: 16,807 shares; 2025Q3: 23,807 shares; 2025Q4: 23,807 shares; 2026Q1: 23,807 shares 23,807 $361K 0.01% 0 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: 2,695 shares; 2024Q4: 2,600 shares; 2025Q1: 2,520 shares; 2025Q2: 2,323 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares 1,906 $360K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,963 shares; 2025Q1: 4,552 shares; 2025Q2: 4,557 shares; 2025Q3: 4,056 shares; 2025Q4: 4,042 shares; 2026Q1: 4,043 shares 4,043 $359K 0.01% +1 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,950 shares; 2025Q1: 8,050 shares; 2025Q2: 8,086 shares; 2025Q3: 8,080 shares; 2025Q4: 8,071 shares; 2026Q1: 8,060 shares 8,060 $357K 0.01% -11 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 9,411 shares; 2025Q1: 10,696 shares; 2025Q2: 10,805 shares; 2025Q3: 10,678 shares; 2025Q4: 5,935 shares; 2026Q1: 5,975 shares 5,975 $353K 0.01% +40 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: 11,291 shares; 2024Q4: 12,505 shares; 2025Q1: 11,550 shares; 2025Q2: 11,562 shares; 2025Q3: 10,781 shares; 2025Q4: 7,229 shares; 2026Q1: 7,264 shares 7,264 $337K 0.01% +35 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: 1,726 shares; 2024Q4: 2,883 shares; 2025Q1: 1,726 shares; 2025Q2: 2,413 shares; 2025Q3: 2,263 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares 1,518 $336K 0.01% 0 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: 1,117 shares; 2025Q1: 1,572 shares; 2025Q2: 1,684 shares; 2025Q3: 1,508 shares; 2025Q4: 1,428 shares; 2026Q1: 1,457 shares 1,457 $334K 0.01% +29 Timeline BSVO 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: 12,785 shares; 2024Q4: 12,785 shares; 2025Q1: 12,785 shares; 2025Q2: 12,544 shares; 2025Q3: 12,544 shares; 2025Q4: 12,544 shares; 2026Q1: 12,544 shares 12,544 $331K 0.01% 0 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,069 shares; 2025Q4: 21,069 shares; 2026Q1: 21,069 shares 21,069 $329K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 2,132 shares; 2026Q1: 2,300 shares 2,300 $328K 0.01% +168 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,202 shares 2,202 $328K 0.01% 0 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 32,810 shares 32,810 $325K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,098 shares; 2025Q1: 1,183 shares; 2025Q2: 1,350 shares; 2025Q3: 1,099 shares; 2025Q4: 980 shares; 2026Q1: 1,200 shares 1,200 $325K 0.01% +220 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 934 shares 934 $321K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares 2,679 $316K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 507 shares; 2026Q1: 511 shares 511 $315K 0.01% +4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,970 shares; 2025Q2: 7,970 shares; 2025Q3: not reported; 2025Q4: 6,784 shares; 2026Q1: 6,784 shares 6,784 $314K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,247 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares 3,047 $311K 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: not reported; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,786 shares; 2025Q4: 9,020 shares; 2026Q1: 8,974 shares 8,974 $310K 0.01% -46 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: not reported; 2026Q1: 2,068 shares 2,068 $305K 0.01% new 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: 616 shares; 2024Q4: 637 shares; 2025Q1: 660 shares; 2025Q2: 633 shares; 2025Q3: 638 shares; 2025Q4: 627 shares; 2026Q1: 653 shares 653 $304K 0.01% +26 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,522 shares; 2025Q1: 1,587 shares; 2025Q2: 1,607 shares; 2025Q3: 1,596 shares; 2025Q4: 1,737 shares; 2026Q1: 1,754 shares 1,754 $303K 0.01% +17 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,016 shares; 2025Q3: 6,089 shares; 2025Q4: 6,089 shares; 2026Q1: 6,016 shares 6,016 $302K 0.01% -73 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,819 shares; 2025Q2: 2,864 shares; 2025Q3: 2,821 shares; 2025Q4: 2,350 shares; 2026Q1: 2,368 shares 2,368 $302K 0.01% +18 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,155 shares 11,155 $298K 0.01% new Timeline AVXC 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: not reported; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares 4,075 $298K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,049 shares; 2025Q1: 1,054 shares; 2025Q2: 1,045 shares; 2025Q3: 1,043 shares; 2025Q4: 748 shares; 2026Q1: 751 shares 751 $297K 0.01% +3 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: 144 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 87 shares; 2026Q1: 86 shares 86 $295K 0.01% -1 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: 4,904 shares; 2025Q1: 6,672 shares; 2025Q2: 5,924 shares; 2025Q3: 6,009 shares; 2025Q4: 6,089 shares; 2026Q1: 6,100 shares 6,100 $293K 0.01% +11 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: 404 shares; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 422 shares; 2025Q3: 429 shares; 2025Q4: 428 shares; 2026Q1: 434 shares 434 $292K 0.01% +6 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,912 shares; 2025Q1: 1,923 shares; 2025Q2: 1,937 shares; 2025Q3: 1,949 shares; 2025Q4: 1,963 shares; 2026Q1: 1,975 shares 1,975 $291K 0.01% +12 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: not reported; 2024Q4: 2,693 shares; 2025Q1: 2,693 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 2,699 shares; 2026Q1: 2,693 shares 2,693 $290K 0.01% -6 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,838 shares; 2024Q4: 12,838 shares; 2025Q1: 12,492 shares; 2025Q2: 9,893 shares; 2025Q3: 3,023 shares; 2025Q4: 2,961 shares; 2026Q1: 2,961 shares 2,961 $288K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 1,993 shares; 2025Q3: 1,994 shares; 2025Q4: 1,995 shares; 2026Q1: 1,996 shares 1,996 $288K 0.01% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $286K 0.01% new 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: not reported; 2025Q1: 3,747 shares; 2025Q2: 4,741 shares; 2025Q3: 3,962 shares; 2025Q4: 3,959 shares; 2026Q1: 4,047 shares 4,047 $285K 0.01% +88 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 202 shares; 2025Q1: 212 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 220 shares; 2026Q1: 236 shares 236 $285K 0.01% +16 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: 945 shares; 2025Q1: 1,022 shares; 2025Q2: 1,044 shares; 2025Q3: 1,020 shares; 2025Q4: 1,006 shares; 2026Q1: 1,027 shares 1,027 $284K 0.01% +21 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 9,616 shares; 2025Q1: 8,578 shares; 2025Q2: 7,872 shares; 2025Q3: 7,798 shares; 2025Q4: 6,920 shares; 2026Q1: 6,625 shares 6,625 $282K 0.01% -295 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: 2,368 shares; 2024Q4: 2,420 shares; 2025Q1: 3,032 shares; 2025Q2: 2,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,302 shares 2,302 $281K 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: 1,365 shares; 2024Q4: 1,086 shares; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: not reported; 2025Q4: 780 shares; 2026Q1: 792 shares 792 $277K 0.01% +12 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,584 shares; 2024Q4: 87,584 shares; 2025Q1: 89,676 shares; 2025Q2: 89,500 shares; 2025Q3: 89,500 shares; 2025Q4: 84,500 shares; 2026Q1: 84,500 shares 84,500 $277K 0.01% 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: 1,968 shares; 2024Q4: 2,387 shares; 2025Q1: 2,418 shares; 2025Q2: 2,334 shares; 2025Q3: not reported; 2025Q4: 2,603 shares; 2026Q1: 2,724 shares 2,724 $277K 0.01% +121 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: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 917 shares; 2025Q4: 821 shares; 2026Q1: 936 shares 936 $276K 0.01% +115 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: 736 shares; 2024Q4: 941 shares; 2025Q1: 906 shares; 2025Q2: 1,228 shares; 2025Q3: 862 shares; 2025Q4: 797 shares; 2026Q1: 800 shares 800 $271K 0.01% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,301 shares; 2025Q1: 1,749 shares; 2025Q2: 1,799 shares; 2025Q3: 1,620 shares; 2025Q4: 1,454 shares; 2026Q1: 1,391 shares 1,391 $270K 0.01% -63 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 47,898 shares 47,898 $268K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 5,025 shares; 2026Q1: 5,025 shares 5,025 $267K 0.01% 0 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: 2,893 shares; 2025Q1: 3,150 shares; 2025Q2: 3,236 shares; 2025Q3: 2,297 shares; 2025Q4: 2,293 shares; 2026Q1: 2,807 shares 2,807 $266K 0.01% +514 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: 870 shares; 2024Q4: 889 shares; 2025Q1: 899 shares; 2025Q2: 1,008 shares; 2025Q3: 994 shares; 2025Q4: 957 shares; 2026Q1: 755 shares 755 $265K 0.01% -202 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,505 shares; 2026Q1: 3,792 shares 3,792 $264K 0.01% +287 Timeline AVUQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 3,995 shares; 2026Q1: 4,395 shares 4,395 $264K 0.01% +400 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: 1,718 shares; 2024Q4: 1,991 shares; 2025Q1: 2,030 shares; 2025Q2: 2,041 shares; 2025Q3: 1,951 shares; 2025Q4: 1,853 shares; 2026Q1: 1,845 shares 1,845 $263K 0.01% -8 Timeline AVMA 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: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $261K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,669 shares; 2025Q4: 4,669 shares; 2026Q1: 4,669 shares 4,669 $260K 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: 2,509 shares; 2024Q4: 2,517 shares; 2025Q1: 2,567 shares; 2025Q2: 2,581 shares; 2025Q3: 2,594 shares; 2025Q4: 2,867 shares; 2026Q1: 2,647 shares 2,647 $256K 0.01% -220 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: 6,956 shares; 2024Q4: 7,657 shares; 2025Q1: 8,764 shares; 2025Q2: 8,964 shares; 2025Q3: 8,943 shares; 2025Q4: 3,931 shares; 2026Q1: 3,798 shares 3,798 $256K 0.01% -133 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,076 shares; 2025Q2: 20,076 shares; 2025Q3: 20,076 shares; 2025Q4: 20,076 shares; 2026Q1: 20,000 shares 20,000 $254K 0.01% -76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 1,770 shares; 2026Q1: 1,805 shares 1,805 $254K 0.01% +35 Timeline QXO QXO INC More: the full row for QXO 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: 11,626 shares; 2026Q1: 11,526 shares 11,526 $253K 0.01% -100 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,944 shares; 2026Q1: 1,970 shares 1,970 $251K 0.01% +26 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,560 shares; 2026Q1: 3,905 shares 3,905 $248K 0.01% +345 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: 2,696 shares; 2024Q4: 2,674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,435 shares 5,435 $246K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355 $241K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,082 shares; 2025Q1: 4,152 shares; 2025Q2: 4,167 shares; 2025Q3: 4,163 shares; 2025Q4: 1,975 shares; 2026Q1: 2,008 shares 2,008 $236K 0.01% +33 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: 10,000 shares; 2025Q3: 23,900 shares; 2025Q4: 23,900 shares; 2026Q1: 23,900 shares 23,900 $236K 0.01% 0 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: 2,331 shares; 2024Q4: 2,423 shares; 2025Q1: 2,446 shares; 2025Q2: 2,477 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,063 shares 1,063 $235K 0.01% new 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: 1,920 shares; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 1,875 shares; 2025Q3: 1,865 shares; 2025Q4: 1,842 shares; 2026Q1: 1,776 shares 1,776 $234K 0.01% -66 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: 1,326 shares; 2024Q4: 1,440 shares; 2025Q1: 1,499 shares; 2025Q2: 1,371 shares; 2025Q3: 1,532 shares; 2025Q4: 1,512 shares; 2026Q1: 1,508 shares 1,508 $233K 0.01% -4 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,188 shares; 2025Q3: 1,047 shares; 2025Q4: 1,030 shares; 2026Q1: 1,018 shares 1,018 $232K 0.01% -12 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: 247 shares; 2025Q1: 255 shares; 2025Q2: 330 shares; 2025Q3: 267 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $231K 0.01% 0 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,692 shares; 2026Q1: 81,666 shares 81,666 $229K 0.01% -26 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179 $228K 0.01% 0 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS 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: 7,030 shares; 2026Q1: 7,539 shares 7,539 $226K 0.01% +509 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: 2,022 shares; 2024Q4: 2,282 shares; 2025Q1: 2,376 shares; 2025Q2: 2,371 shares; 2025Q3: 2,189 shares; 2025Q4: 2,364 shares; 2026Q1: 2,318 shares 2,318 $225K 0.01% -46 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,033 shares; 2025Q1: 1,956 shares; 2025Q2: 1,953 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $225K 0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares; 2026Q1: 3,430 shares 3,430 $224K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,478 shares 43,478 $220K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 576 shares; 2026Q1: 563 shares 563 $220K 0.01% -13 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,910 shares; 2025Q2: 5,979 shares; 2025Q3: 5,922 shares; 2025Q4: 5,926 shares; 2026Q1: 2,857 shares 2,857 $219K 0.01% -3,069 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: 2,658 shares; 2024Q4: 2,803 shares; 2025Q1: 3,046 shares; 2025Q2: 3,125 shares; 2025Q3: 3,020 shares; 2025Q4: 3,036 shares; 2026Q1: 3,538 shares 3,538 $219K 0.01% +502 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 17,722 shares; 2026Q1: 17,722 shares 17,722 $218K 0.01% 0 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: 13,619 shares; 2024Q4: 16,680 shares; 2025Q1: 15,104 shares; 2025Q2: 17,080 shares; 2025Q3: 17,159 shares; 2025Q4: 16,901 shares; 2026Q1: 17,977 shares 17,977 $218K 0.01% +1,076 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares 813 $216K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $216K 0.01% new 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: 368 shares; 2024Q4: 381 shares; 2025Q1: 547 shares; 2025Q2: 358 shares; 2025Q3: 309 shares; 2025Q4: 279 shares; 2026Q1: 277 shares 277 $214K 0.01% -2 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: not reported; 2026Q1: 1,035 shares 1,035 $210K 0.01% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $209K 0.01% new 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: 396 shares; 2024Q4: 635 shares; 2025Q1: 590 shares; 2025Q2: 680 shares; 2025Q3: 605 shares; 2025Q4: 585 shares; 2026Q1: 500 shares 500 $208K 0.01% -85 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,247 shares; 2025Q1: 8,285 shares; 2025Q2: 8,283 shares; 2025Q3: 6,046 shares; 2025Q4: 6,051 shares; 2026Q1: 6,045 shares 6,045 $207K 0.01% -6 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: not reported; 2024Q4: 2,947 shares; 2025Q1: 2,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,133 shares 2,133 $206K 0.01% new Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $206K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242 shares 2,242 $206K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $206K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 3,212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,220 shares 3,220 $204K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,326 shares; 2025Q2: 11,159 shares; 2025Q3: 11,159 shares; 2025Q4: 11,159 shares; 2026Q1: 11,135 shares 11,135 $201K 0.01% -24 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,665 shares 8,665 $201K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,190 shares 9,190 $201K 0.01% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,594 shares 9,594 $201K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,752 shares 4,752 $201K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,318 shares 1,318 $201K 0.01% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 5,617 shares; 2025Q1: 5,617 shares; 2025Q2: 5,617 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,186 shares 4,186 $200K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $199K 0.01% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 24,638 shares; 2025Q3: 24,949 shares; 2025Q4: 17,722 shares; 2026Q1: 18,145 shares 18,145 $182K 0.01% +423 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,078 shares; 2025Q1: 26,922 shares; 2025Q2: 26,078 shares; 2025Q3: 32,178 shares; 2025Q4: 31,053 shares; 2026Q1: 31,144 shares 31,144 $129K <0.01% +91 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL 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: 19,652 shares 19,652 $120K <0.01% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $117K <0.01% 0 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $109K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 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 $85.8K <0.01% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $72.3K <0.01% 0 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $69.2K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,414 shares; 2024Q4: not reported; 2025Q1: 33,474 shares; 2025Q2: 37,241 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,481 shares 21,481 $37.8K <0.01% new Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,230 shares; 2024Q4: 10,010 shares; 2025Q1: 10,010 shares; 2025Q2: 10,010 shares; 2025Q3: 10,010 shares; 2025Q4: 10,010 shares; 2026Q1: 10,010 shares 10,010 $25.4K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 47,900 shares 47,900 $2.65K <0.01% new