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: 35,068 shares; 2024Q4: 34,666 shares; 2025Q1: 37,399 shares; 2025Q2: 38,232 shares; 2025Q3: 39,194 shares; 2025Q4: 39,532 shares; 2026Q1: 39,909 shares 39,909 $26.1M 21.37% +377 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,605 shares; 2024Q4: 168,180 shares; 2025Q1: 130,249 shares; 2025Q2: 134,971 shares; 2025Q3: 139,214 shares; 2025Q4: 143,182 shares; 2026Q1: 149,286 shares 149,286 $14.8M 12.15% +6,104 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 24,034 shares; 2025Q3: 23,952 shares; 2025Q4: 23,814 shares; 2026Q1: 350,787 shares 350,787 $11.8M 9.7% +326,973 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: 147,293 shares; 2024Q4: 145,698 shares; 2025Q1: 100,494 shares; 2025Q2: 101,499 shares; 2025Q3: 104,456 shares; 2025Q4: 108,983 shares; 2026Q1: 110,846 shares 110,846 $10.8M 8.84% +1,863 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: 53,292 shares; 2024Q4: 52,955 shares; 2025Q1: 46,004 shares; 2025Q2: 47,126 shares; 2025Q3: 48,482 shares; 2025Q4: 51,139 shares; 2026Q1: 51,734 shares 51,734 $10.2M 8.32% +595 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,096 shares; 2025Q3: 85,556 shares; 2025Q4: 83,621 shares; 2026Q1: 81,397 shares 81,397 $8.64M 7.08% -2,224 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,858 shares; 2024Q4: 92,336 shares; 2025Q1: 88,985 shares; 2025Q2: 77,526 shares; 2025Q3: 80,698 shares; 2025Q4: 83,484 shares; 2026Q1: 85,134 shares 85,134 $8.53M 6.99% +1,650 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,905 shares; 2024Q4: 111,709 shares; 2025Q1: 115,069 shares; 2025Q2: 105,617 shares; 2025Q3: 109,782 shares; 2025Q4: 115,901 shares; 2026Q1: 119,523 shares 119,523 $7.64M 6.26% +3,622 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,672 shares; 2024Q4: 69,870 shares; 2025Q1: 60,611 shares; 2025Q2: 61,551 shares; 2025Q3: 62,325 shares; 2025Q4: 64,143 shares; 2026Q1: 64,390 shares 64,390 $6.3M 5.17% +247 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,327 shares; 2024Q4: 47,493 shares; 2025Q1: 45,413 shares; 2025Q2: 46,699 shares; 2025Q3: 49,180 shares; 2025Q4: 51,975 shares; 2026Q1: 52,396 shares 52,396 $4.54M 3.72% +421 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,582 shares; 2024Q4: 102,071 shares; 2025Q1: 102,322 shares; 2025Q2: 11,886 shares; 2025Q3: 24,698 shares; 2025Q4: 39,917 shares; 2026Q1: 45,543 shares 45,543 $2.27M 1.86% +5,626 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,136 shares; 2025Q3: 11,928 shares; 2025Q4: 11,778 shares; 2026Q1: 11,505 shares 11,505 $1.43M 1.17% -273 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,666 shares 21,666 $1.13M 0.93% new Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,508 shares; 2026Q1: 17,347 shares 17,347 $905K 0.74% +8,839 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,164 shares; 2025Q3: 20,071 shares; 2025Q4: 19,886 shares; 2026Q1: 19,824 shares 19,824 $776K 0.64% -62 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares 1,889 $571K 0.47% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,742 shares; 2025Q1: 11,142 shares; 2025Q2: 11,542 shares; 2025Q3: 54,742 shares; 2025Q4: 34,742 shares; 2026Q1: 29,742 shares 29,742 $560K 0.46% -5,000 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,696 shares; 2025Q3: 14,599 shares; 2025Q4: 14,447 shares; 2026Q1: 14,276 shares 14,276 $516K 0.42% -171 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,685 shares; 2025Q3: 8,641 shares; 2025Q4: 8,519 shares; 2026Q1: 8,446 shares 8,446 $500K 0.41% -73 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,542 shares; 2025Q3: 19,290 shares; 2025Q4: 19,170 shares; 2026Q1: 19,141 shares 19,141 $475K 0.39% -29 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: not reported; 2024Q4: 885 shares; 2025Q1: 943 shares; 2025Q2: 881 shares; 2025Q3: 875 shares; 2025Q4: 874 shares; 2026Q1: 777 shares 777 $449K 0.37% -97 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,367 shares; 2025Q1: 7,879 shares; 2025Q2: 7,320 shares; 2025Q3: 7,323 shares; 2025Q4: 7,465 shares; 2026Q1: 7,815 shares 7,815 $442K 0.36% +350 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: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $431K 0.35% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,796 shares; 2025Q3: 7,731 shares; 2025Q4: 7,628 shares; 2026Q1: 7,584 shares 7,584 $431K 0.35% -44 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares; 2026Q1: 2,141 shares 2,141 $373K 0.31% 0 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: 1,011 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 934 shares; 2025Q4: 901 shares; 2026Q1: 901 shares 901 $334K 0.27% 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: not reported; 2025Q2: 10,236 shares; 2025Q3: 10,143 shares; 2025Q4: 10,024 shares; 2026Q1: 9,971 shares 9,971 $329K 0.27% -53 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 6,479 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 4,343 shares 4,343 $259K 0.21% -1,024 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 7,861 shares; 2025Q1: 6,292 shares; 2025Q2: 6,292 shares; 2025Q3: 6,279 shares; 2025Q4: 6,279 shares; 2026Q1: 5,013 shares 5,013 $254K 0.21% -1,266 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $244K 0.2% 0 Timeline