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: 149,338 shares; 2024Q4: 142,508 shares; 2025Q1: 141,310 shares; 2025Q2: 142,338 shares; 2025Q3: 141,990 shares; 2025Q4: 137,311 shares; 2026Q1: 135,212 shares 135,212 $34.3M 3.06% -2,099 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: 78,903 shares; 2024Q4: 76,469 shares; 2025Q1: 75,258 shares; 2025Q2: 75,203 shares; 2025Q3: 75,169 shares; 2025Q4: 73,694 shares; 2026Q1: 71,973 shares 71,973 $26.6M 2.38% -1,721 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: 32,116 shares; 2024Q4: 30,423 shares; 2025Q1: 34,956 shares; 2025Q2: 32,905 shares; 2025Q3: 32,716 shares; 2025Q4: 33,230 shares; 2026Q1: 33,988 shares 33,988 $22.1M 1.97% +758 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: 144,238 shares; 2024Q4: 141,032 shares; 2025Q1: 152,184 shares; 2025Q2: 147,345 shares; 2025Q3: 148,114 shares; 2025Q4: 128,950 shares; 2026Q1: 124,794 shares 124,794 $21.8M 1.94% -4,156 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: 68,877 shares; 2024Q4: 67,590 shares; 2025Q1: 66,400 shares; 2025Q2: 68,617 shares; 2025Q3: 65,824 shares; 2025Q4: 64,796 shares; 2026Q1: 61,311 shares 61,311 $17.6M 1.57% -3,485 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: 78,443 shares; 2024Q4: 75,105 shares; 2025Q1: 78,038 shares; 2025Q2: 79,509 shares; 2025Q3: 78,253 shares; 2025Q4: 77,270 shares; 2026Q1: 78,217 shares 78,217 $16.3M 1.45% +947 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: 19,609 shares; 2024Q4: 22,221 shares; 2025Q1: 22,982 shares; 2025Q2: 20,507 shares; 2025Q3: 23,649 shares; 2025Q4: 21,357 shares; 2026Q1: 22,053 shares 22,053 $14.4M 1.29% +696 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: 45,907 shares; 2024Q4: 43,744 shares; 2025Q1: 45,217 shares; 2025Q2: 48,479 shares; 2025Q3: 47,589 shares; 2025Q4: 46,950 shares; 2026Q1: 45,072 shares 45,072 $14M 1.25% -1,878 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: 19,128 shares; 2024Q4: 19,446 shares; 2025Q1: 18,970 shares; 2025Q2: 20,056 shares; 2025Q3: 19,856 shares; 2025Q4: 20,198 shares; 2026Q1: 19,962 shares 19,962 $11.5M 1.03% -236 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: 41,631 shares; 2024Q4: 37,712 shares; 2025Q1: 40,255 shares; 2025Q2: 39,471 shares; 2025Q3: 37,850 shares; 2025Q4: 37,714 shares; 2026Q1: 38,348 shares 38,348 $11M 0.98% +634 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: 41,892 shares; 2024Q4: 39,415 shares; 2025Q1: 40,916 shares; 2025Q2: 42,171 shares; 2025Q3: 37,669 shares; 2025Q4: 36,757 shares; 2026Q1: 37,048 shares 37,048 $10.9M 0.97% +291 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: 15,750 shares; 2024Q4: 15,904 shares; 2025Q1: 16,888 shares; 2025Q2: 17,318 shares; 2025Q3: 18,294 shares; 2025Q4: 18,318 shares; 2026Q1: 17,738 shares 17,738 $10.6M 0.95% -580 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: 44,186 shares; 2024Q4: 43,306 shares; 2025Q1: 42,070 shares; 2025Q2: 40,571 shares; 2025Q3: 39,621 shares; 2025Q4: 39,331 shares; 2026Q1: 38,350 shares 38,350 $9.37M 0.84% -981 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: 54,650 shares; 2024Q4: 54,953 shares; 2025Q1: 69,102 shares; 2025Q2: 55,533 shares; 2025Q3: 52,140 shares; 2025Q4: 53,300 shares; 2026Q1: 51,057 shares 51,057 $8.66M 0.77% -2,243 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: 35,722 shares; 2024Q4: 36,384 shares; 2025Q1: 36,986 shares; 2025Q2: 37,765 shares; 2025Q3: 39,004 shares; 2025Q4: 38,893 shares; 2026Q1: 38,515 shares 38,515 $8.38M 0.75% -378 Timeline 3041 University Ave LLC 3041 University Ave LLC More: the full row for 3041 University Ave LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $8.21M 0.73% 0 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: 12,289 shares; 2024Q4: 11,430 shares; 2025Q1: 11,453 shares; 2025Q2: 11,979 shares; 2025Q3: 9,531 shares; 2025Q4: 8,922 shares; 2026Q1: 8,809 shares 8,809 $8.1M 0.72% -113 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,520 shares; 2024Q4: 33,569 shares; 2025Q1: 35,302 shares; 2025Q2: 31,540 shares; 2025Q3: 30,070 shares; 2025Q4: 29,656 shares; 2026Q1: 24,918 shares 24,918 $7.99M 0.71% -4,738 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: 84,971 shares; 2024Q4: 87,890 shares; 2025Q1: 84,994 shares; 2025Q2: 90,313 shares; 2025Q3: 86,085 shares; 2025Q4: 80,351 shares; 2026Q1: 80,663 shares 80,663 $7.9M 0.71% +312 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: 31,633 shares; 2024Q4: 30,225 shares; 2025Q1: 31,476 shares; 2025Q2: 34,213 shares; 2025Q3: 33,666 shares; 2025Q4: 33,079 shares; 2026Q1: 33,352 shares 33,352 $6.9M 0.62% +273 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: 87,567 shares; 2024Q4: 95,162 shares; 2025Q1: 81,430 shares; 2025Q2: 77,504 shares; 2025Q3: 73,964 shares; 2025Q4: 73,028 shares; 2026Q1: 74,997 shares 74,997 $6.79M 0.61% +1,969 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: 33,677 shares; 2024Q4: 34,236 shares; 2025Q1: 35,815 shares; 2025Q2: 34,974 shares; 2025Q3: 34,536 shares; 2025Q4: 34,875 shares; 2026Q1: 34,820 shares 34,820 $6.72M 0.6% -55 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: 53,049 shares; 2024Q4: 51,503 shares; 2025Q1: 50,349 shares; 2025Q2: 52,433 shares; 2025Q3: 52,529 shares; 2025Q4: 50,868 shares; 2026Q1: 49,593 shares 49,593 $6.16M 0.55% -1,275 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: 13,795 shares; 2024Q4: 13,395 shares; 2025Q1: 13,524 shares; 2025Q2: 13,781 shares; 2025Q3: 13,259 shares; 2025Q4: 12,821 shares; 2026Q1: 12,781 shares 12,781 $6.12M 0.55% -40 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: 10,643 shares; 2024Q4: 9,751 shares; 2025Q1: 10,150 shares; 2025Q2: 10,425 shares; 2025Q3: 10,851 shares; 2025Q4: 10,849 shares; 2026Q1: 10,622 shares 10,622 $6.08M 0.54% -227 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: 43,040 shares; 2024Q4: 43,037 shares; 2025Q1: 43,678 shares; 2025Q2: 44,377 shares; 2025Q3: 44,584 shares; 2025Q4: 48,965 shares; 2026Q1: 50,144 shares 50,144 $6.03M 0.54% +1,179 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: 6,069 shares; 2024Q4: 5,209 shares; 2025Q1: 5,478 shares; 2025Q2: 5,611 shares; 2025Q3: 5,686 shares; 2025Q4: 5,781 shares; 2026Q1: 5,844 shares 5,844 $5.82M 0.52% +63 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: 50,699 shares; 2024Q4: 49,429 shares; 2025Q1: 45,855 shares; 2025Q2: 44,924 shares; 2025Q3: 43,853 shares; 2025Q4: 43,373 shares; 2026Q1: 39,420 shares 39,420 $5.69M 0.51% -3,953 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: 18,577 shares; 2024Q4: 17,303 shares; 2025Q1: 17,643 shares; 2025Q2: 17,815 shares; 2025Q3: 18,527 shares; 2025Q4: 17,217 shares; 2026Q1: 16,749 shares 16,749 $5.51M 0.49% -468 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: 48,368 shares; 2024Q4: 47,878 shares; 2025Q1: 46,253 shares; 2025Q2: 46,722 shares; 2025Q3: 46,385 shares; 2025Q4: 44,682 shares; 2026Q1: 42,851 shares 42,851 $5.33M 0.48% -1,831 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: 117,669 shares; 2024Q4: 109,244 shares; 2025Q1: 82,061 shares; 2025Q2: 80,388 shares; 2025Q3: 97,283 shares; 2025Q4: 85,486 shares; 2026Q1: 76,086 shares 76,086 $5.14M 0.46% -9,400 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: 23,543 shares; 2024Q4: 22,535 shares; 2025Q1: 21,426 shares; 2025Q2: 21,174 shares; 2025Q3: 22,424 shares; 2025Q4: 22,306 shares; 2026Q1: 19,121 shares 19,121 $4.74M 0.42% -3,185 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: 18,516 shares; 2024Q4: 18,106 shares; 2025Q1: 18,274 shares; 2025Q2: 17,387 shares; 2025Q3: 17,636 shares; 2025Q4: 17,688 shares; 2026Q1: 15,043 shares 15,043 $4.68M 0.42% -2,645 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: 92,674 shares; 2024Q4: 93,898 shares; 2025Q1: 103,539 shares; 2025Q2: 89,397 shares; 2025Q3: 73,571 shares; 2025Q4: 77,051 shares; 2026Q1: 81,939 shares 81,939 $4.64M 0.41% +4,888 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: 121,703 shares; 2024Q4: 106,430 shares; 2025Q1: 96,783 shares; 2025Q2: 90,911 shares; 2025Q3: 76,500 shares; 2025Q4: 71,798 shares; 2026Q1: 71,844 shares 71,844 $4.6M 0.41% +46 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: 11,106 shares; 2024Q4: 9,826 shares; 2025Q1: 10,368 shares; 2025Q2: 9,916 shares; 2025Q3: 9,209 shares; 2025Q4: 9,268 shares; 2026Q1: 9,006 shares 9,006 $4.5M 0.4% -262 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: 8,031 shares; 2024Q4: 8,453 shares; 2025Q1: 7,762 shares; 2025Q2: 6,059 shares; 2025Q3: 6,119 shares; 2025Q4: 6,475 shares; 2026Q1: 6,267 shares 6,267 $4.44M 0.4% -208 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,264 shares; 2024Q4: 125,363 shares; 2025Q1: 118,519 shares; 2025Q2: 111,159 shares; 2025Q3: 108,251 shares; 2025Q4: 114,706 shares; 2026Q1: 114,250 shares 114,250 $4.44M 0.4% -456 Timeline BIL 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: 31,412 shares; 2024Q4: 34,440 shares; 2025Q1: 35,368 shares; 2025Q2: 38,043 shares; 2025Q3: 40,398 shares; 2025Q4: 42,918 shares; 2026Q1: 48,145 shares 48,145 $4.41M 0.39% +5,227 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: 10,158 shares; 2024Q4: 9,195 shares; 2025Q1: 10,033 shares; 2025Q2: 9,451 shares; 2025Q3: 8,874 shares; 2025Q4: 9,802 shares; 2026Q1: 10,478 shares 10,478 $4.34M 0.39% +676 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: 12,822 shares; 2024Q4: 12,581 shares; 2025Q1: 13,311 shares; 2025Q2: 13,842 shares; 2025Q3: 14,136 shares; 2025Q4: 14,110 shares; 2026Q1: 14,178 shares 14,178 $4.29M 0.38% +68 Timeline Watkins Associated Industri… Watkins Associated Industries, In… More: the full row for Watkins Associated Industries, 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: 20,550 shares; 2025Q3: 20,550 shares; 2025Q4: 20,550 shares; 2026Q1: 20,550 shares 20,550 $4.21M 0.38% 0 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: 29,543 shares; 2024Q4: 27,631 shares; 2025Q1: 29,647 shares; 2025Q2: 28,336 shares; 2025Q3: 31,623 shares; 2025Q4: 28,456 shares; 2026Q1: 28,472 shares 28,472 $4.19M 0.37% +16 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,356 shares; 2024Q4: 168,902 shares; 2025Q1: 133,825 shares; 2025Q2: 156,526 shares; 2025Q3: 160,968 shares; 2025Q4: 164,646 shares; 2026Q1: 182,614 shares 182,614 $4.18M 0.37% +17,968 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: 29,521 shares; 2024Q4: 29,491 shares; 2025Q1: 25,631 shares; 2025Q2: 26,707 shares; 2025Q3: 24,757 shares; 2025Q4: 24,535 shares; 2026Q1: 24,902 shares 24,902 $4.12M 0.37% +367 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: 10,650 shares; 2024Q4: 12,264 shares; 2025Q1: 11,962 shares; 2025Q2: 11,012 shares; 2025Q3: 10,949 shares; 2025Q4: 9,904 shares; 2026Q1: 9,653 shares 9,653 $4.12M 0.37% -251 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: 47,783 shares; 2024Q4: 45,867 shares; 2025Q1: 48,924 shares; 2025Q2: 54,326 shares; 2025Q3: 51,961 shares; 2025Q4: 53,016 shares; 2026Q1: 51,504 shares 51,504 $4M 0.36% -1,512 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: 9,395 shares; 2024Q4: 9,955 shares; 2025Q1: 9,699 shares; 2025Q2: 9,915 shares; 2025Q3: 10,227 shares; 2025Q4: 9,909 shares; 2026Q1: 11,316 shares 11,316 $3.98M 0.36% +1,407 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: 81,881 shares; 2024Q4: 76,975 shares; 2025Q1: 74,847 shares; 2025Q2: 75,494 shares; 2025Q3: 66,196 shares; 2025Q4: 79,188 shares; 2026Q1: 79,154 shares 79,154 $3.86M 0.34% -34 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 21,295 shares; 2025Q1: 21,628 shares; 2025Q2: 22,350 shares; 2025Q3: 22,596 shares; 2025Q4: 20,201 shares; 2026Q1: 20,008 shares 20,008 $3.84M 0.34% -193 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: 31,581 shares; 2024Q4: 27,617 shares; 2025Q1: 27,617 shares; 2025Q2: 27,628 shares; 2025Q3: 27,223 shares; 2025Q4: 27,342 shares; 2026Q1: 26,819 shares 26,819 $3.82M 0.34% -523 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: 26,977 shares; 2024Q4: 26,911 shares; 2025Q1: 30,776 shares; 2025Q2: 30,354 shares; 2025Q3: 33,283 shares; 2025Q4: 34,783 shares; 2026Q1: 39,076 shares 39,076 $3.8M 0.34% +4,293 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,624 shares; 2024Q4: 77,618 shares; 2025Q1: 84,307 shares; 2025Q2: 90,502 shares; 2025Q3: 87,318 shares; 2025Q4: 80,371 shares; 2026Q1: 82,717 shares 82,717 $3.78M 0.34% +2,346 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: 38,732 shares; 2024Q4: 39,046 shares; 2025Q1: 47,848 shares; 2025Q2: 53,747 shares; 2025Q3: 52,561 shares; 2025Q4: 56,391 shares; 2026Q1: 54,087 shares 54,087 $3.77M 0.34% -2,304 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: 10,107 shares; 2024Q4: 10,232 shares; 2025Q1: 10,463 shares; 2025Q2: 4,990 shares; 2025Q3: 4,918 shares; 2025Q4: 11,464 shares; 2026Q1: 11,332 shares 11,332 $3.69M 0.33% -132 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: 11,633 shares; 2024Q4: 13,020 shares; 2025Q1: 16,660 shares; 2025Q2: 17,137 shares; 2025Q3: 15,029 shares; 2025Q4: 15,451 shares; 2026Q1: 15,110 shares 15,110 $3.66M 0.33% -341 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: 12,843 shares; 2024Q4: 15,952 shares; 2025Q1: 16,779 shares; 2025Q2: 17,774 shares; 2025Q3: 17,989 shares; 2025Q4: 18,380 shares; 2026Q1: 18,305 shares 18,305 $3.59M 0.32% -75 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: 16,189 shares; 2024Q4: 15,561 shares; 2025Q1: 16,405 shares; 2025Q2: 16,845 shares; 2025Q3: 17,002 shares; 2025Q4: 14,728 shares; 2026Q1: 14,591 shares 14,591 $3.54M 0.32% -137 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: 84,068 shares; 2024Q4: 70,546 shares; 2025Q1: 69,297 shares; 2025Q2: 77,478 shares; 2025Q3: 81,905 shares; 2025Q4: 70,792 shares; 2026Q1: 70,254 shares 70,254 $3.53M 0.31% -538 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: 3,488 shares; 2024Q4: 3,544 shares; 2025Q1: 3,536 shares; 2025Q2: 4,385 shares; 2025Q3: 4,249 shares; 2025Q4: 4,221 shares; 2026Q1: 4,148 shares 4,148 $3.51M 0.31% -73 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,342 shares; 2024Q4: 38,387 shares; 2025Q1: 35,938 shares; 2025Q2: 50,527 shares; 2025Q3: 42,018 shares; 2025Q4: 44,495 shares; 2026Q1: 46,161 shares 46,161 $3.47M 0.31% +1,666 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: 42,707 shares; 2024Q4: 42,636 shares; 2025Q1: 44,855 shares; 2025Q2: 42,739 shares; 2025Q3: 38,629 shares; 2025Q4: 38,238 shares; 2026Q1: 36,658 shares 36,658 $3.4M 0.3% -1,580 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: 31,738 shares; 2024Q4: 30,485 shares; 2025Q1: 26,307 shares; 2025Q2: 24,690 shares; 2025Q3: 22,807 shares; 2025Q4: 22,695 shares; 2026Q1: 21,270 shares 21,270 $3.3M 0.29% -1,425 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: 44,771 shares; 2024Q4: 44,113 shares; 2025Q1: 39,518 shares; 2025Q2: 32,773 shares; 2025Q3: 27,506 shares; 2025Q4: 31,632 shares; 2026Q1: 33,008 shares 33,008 $3.28M 0.29% +1,376 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: 27,924 shares; 2024Q4: 32,432 shares; 2025Q1: 31,519 shares; 2025Q2: 30,252 shares; 2025Q3: 30,096 shares; 2025Q4: 28,780 shares; 2026Q1: 28,559 shares 28,559 $3.23M 0.29% -221 Timeline SPTI 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: 87,759 shares; 2024Q4: 89,142 shares; 2025Q1: 91,076 shares; 2025Q2: 125,664 shares; 2025Q3: 99,266 shares; 2025Q4: 102,360 shares; 2026Q1: 112,690 shares 112,690 $3.23M 0.29% +10,330 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,105 shares; 2024Q4: 64,859 shares; 2025Q1: 77,839 shares; 2025Q2: 94,861 shares; 2025Q3: 83,761 shares; 2025Q4: 92,781 shares; 2026Q1: 95,086 shares 95,086 $3.19M 0.28% +2,305 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: 10,566 shares; 2024Q4: 11,265 shares; 2025Q1: 12,027 shares; 2025Q2: 10,878 shares; 2025Q3: 15,344 shares; 2025Q4: 14,732 shares; 2026Q1: 14,666 shares 14,666 $3.15M 0.28% -66 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: 7,549 shares; 2024Q4: 7,961 shares; 2025Q1: 8,581 shares; 2025Q2: 9,561 shares; 2025Q3: 8,904 shares; 2025Q4: 8,621 shares; 2026Q1: 8,796 shares 8,796 $3.15M 0.28% +175 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: 3,851 shares; 2024Q4: 4,657 shares; 2025Q1: 4,924 shares; 2025Q2: 6,065 shares; 2025Q3: 6,458 shares; 2025Q4: 8,112 shares; 2026Q1: 8,936 shares 8,936 $3.02M 0.27% +824 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,678 shares; 2024Q4: 15,534 shares; 2025Q1: 15,193 shares; 2025Q2: 14,840 shares; 2025Q3: 14,853 shares; 2025Q4: 15,212 shares; 2026Q1: 15,502 shares 15,502 $2.98M 0.27% +290 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: 6,044 shares; 2024Q4: 7,951 shares; 2025Q1: 7,141 shares; 2025Q2: 8,522 shares; 2025Q3: 8,415 shares; 2025Q4: 7,738 shares; 2026Q1: 7,886 shares 7,886 $2.93M 0.26% +148 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,865 shares; 2024Q4: 25,682 shares; 2025Q1: 18,843 shares; 2025Q2: 19,218 shares; 2025Q3: 19,083 shares; 2025Q4: 19,023 shares; 2026Q1: 18,658 shares 18,658 $2.89M 0.26% -365 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,340 shares; 2025Q1: 3,872 shares; 2025Q2: 8,279 shares; 2025Q3: 7,972 shares; 2025Q4: 6,710 shares; 2026Q1: 5,329 shares 5,329 $2.88M 0.26% -1,381 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,883 shares; 2024Q4: 25,909 shares; 2025Q1: 26,456 shares; 2025Q2: 36,758 shares; 2025Q3: 39,369 shares; 2025Q4: 40,386 shares; 2026Q1: 41,810 shares 41,810 $2.85M 0.25% +1,424 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: 21,154 shares; 2024Q4: 23,410 shares; 2025Q1: 22,648 shares; 2025Q2: 26,320 shares; 2025Q3: 27,844 shares; 2025Q4: 29,145 shares; 2026Q1: 29,017 shares 29,017 $2.82M 0.25% -128 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: 42,728 shares; 2024Q4: 42,461 shares; 2025Q1: 40,776 shares; 2025Q2: 41,113 shares; 2025Q3: 42,314 shares; 2025Q4: 42,559 shares; 2026Q1: 41,877 shares 41,877 $2.76M 0.25% -682 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,249 shares; 2024Q4: 35,030 shares; 2025Q1: 31,149 shares; 2025Q2: 34,295 shares; 2025Q3: 26,777 shares; 2025Q4: 29,565 shares; 2026Q1: 28,698 shares 28,698 $2.72M 0.24% -867 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: 11,936 shares; 2024Q4: 11,561 shares; 2025Q1: 12,703 shares; 2025Q2: 13,025 shares; 2025Q3: 12,477 shares; 2025Q4: 12,074 shares; 2026Q1: 11,979 shares 11,979 $2.71M 0.24% -95 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,295 shares; 2024Q4: 52,601 shares; 2025Q1: 57,000 shares; 2025Q2: 66,685 shares; 2025Q3: 62,407 shares; 2025Q4: 59,788 shares; 2026Q1: 55,883 shares 55,883 $2.7M 0.24% -3,905 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: 3,432 shares; 2024Q4: 3,542 shares; 2025Q1: 3,822 shares; 2025Q2: 9,117 shares; 2025Q3: 8,957 shares; 2025Q4: 9,366 shares; 2026Q1: 9,132 shares 9,132 $2.7M 0.24% -234 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,603 shares; 2024Q4: 34,335 shares; 2025Q1: 38,036 shares; 2025Q2: 35,355 shares; 2025Q3: 31,864 shares; 2025Q4: 33,957 shares; 2026Q1: 34,926 shares 34,926 $2.67M 0.24% +969 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: 14,676 shares; 2024Q4: 15,094 shares; 2025Q1: 16,739 shares; 2025Q2: 18,599 shares; 2025Q3: 18,911 shares; 2025Q4: 20,946 shares; 2026Q1: 20,643 shares 20,643 $2.66M 0.24% -303 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,072 shares; 2024Q4: 69,965 shares; 2025Q1: 83,338 shares; 2025Q2: 60,876 shares; 2025Q3: 65,903 shares; 2025Q4: 68,699 shares; 2026Q1: 77,055 shares 77,055 $2.66M 0.24% +8,356 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: 38,973 shares; 2024Q4: 35,375 shares; 2025Q1: 36,044 shares; 2025Q2: 34,569 shares; 2025Q3: 32,958 shares; 2025Q4: 34,429 shares; 2026Q1: 34,282 shares 34,282 $2.61M 0.23% -147 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: 4,042 shares; 2024Q4: 4,192 shares; 2025Q1: 4,738 shares; 2025Q2: 6,465 shares; 2025Q3: 6,095 shares; 2025Q4: 6,173 shares; 2026Q1: 5,926 shares 5,926 $2.59M 0.23% -247 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,425 shares; 2024Q4: 22,859 shares; 2025Q1: 24,900 shares; 2025Q2: 26,526 shares; 2025Q3: 44,502 shares; 2025Q4: 50,035 shares; 2026Q1: 44,275 shares 44,275 $2.58M 0.23% -5,760 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,488 shares; 2024Q4: 23,125 shares; 2025Q1: 22,782 shares; 2025Q2: 23,106 shares; 2025Q3: 24,175 shares; 2025Q4: 24,359 shares; 2026Q1: 25,191 shares 25,191 $2.58M 0.23% +832 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: 5,431 shares; 2025Q1: 6,441 shares; 2025Q2: 8,118 shares; 2025Q3: 8,321 shares; 2025Q4: 11,551 shares; 2026Q1: 12,051 shares 12,051 $2.57M 0.23% +500 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: 4,306 shares; 2024Q4: 4,315 shares; 2025Q1: 4,263 shares; 2025Q2: 4,501 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares; 2026Q1: 4,239 shares 4,239 $2.56M 0.23% -141 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: 9,609 shares; 2024Q4: 9,785 shares; 2025Q1: 9,664 shares; 2025Q2: 9,946 shares; 2025Q3: 9,209 shares; 2025Q4: 26,322 shares; 2026Q1: 19,232 shares 19,232 $2.56M 0.23% -7,090 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: 14,652 shares; 2024Q4: 13,639 shares; 2025Q1: 18,823 shares; 2025Q2: 16,803 shares; 2025Q3: 17,347 shares; 2025Q4: 15,764 shares; 2026Q1: 16,003 shares 16,003 $2.56M 0.23% +239 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: 11,286 shares; 2024Q4: 7,412 shares; 2025Q1: 8,294 shares; 2025Q2: 7,655 shares; 2025Q3: 6,166 shares; 2025Q4: 5,567 shares; 2026Q1: 7,380 shares 7,380 $2.52M 0.23% +1,813 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: 14,523 shares; 2024Q4: 15,931 shares; 2025Q1: 15,572 shares; 2025Q2: 15,810 shares; 2025Q3: 15,984 shares; 2025Q4: 19,142 shares; 2026Q1: 19,154 shares 19,154 $2.51M 0.22% +12 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: 8,209 shares; 2024Q4: 7,234 shares; 2025Q1: 7,893 shares; 2025Q2: 7,732 shares; 2025Q3: 19,920 shares; 2025Q4: 7,546 shares; 2026Q1: 7,627 shares 7,627 $2.51M 0.22% +81 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: 55,805 shares; 2024Q4: 51,192 shares; 2025Q1: 52,539 shares; 2025Q2: 50,450 shares; 2025Q3: 45,161 shares; 2025Q4: 45,666 shares; 2026Q1: 46,237 shares 46,237 $2.5M 0.22% +571 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 7,552 shares; 2025Q1: 6,833 shares; 2025Q2: 7,823 shares; 2025Q3: 7,980 shares; 2025Q4: 8,940 shares; 2026Q1: 8,682 shares 8,682 $2.49M 0.22% -258 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: 14,247 shares; 2024Q4: 14,392 shares; 2025Q1: 14,755 shares; 2025Q2: 15,279 shares; 2025Q3: 16,784 shares; 2025Q4: 16,041 shares; 2026Q1: 16,807 shares 16,807 $2.49M 0.22% +766 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,339 shares; 2025Q1: 6,221 shares; 2025Q2: 5,668 shares; 2025Q3: 5,207 shares; 2025Q4: 5,360 shares; 2026Q1: 6,284 shares 6,284 $2.45M 0.22% +924 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: 7,053 shares; 2024Q4: 6,803 shares; 2025Q1: 5,361 shares; 2025Q2: 4,932 shares; 2025Q3: 5,008 shares; 2025Q4: 3,937 shares; 2026Q1: 3,522 shares 3,522 $2.4M 0.21% -415 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: 5,903 shares; 2024Q4: 16,275 shares; 2025Q1: 17,522 shares; 2025Q2: 18,224 shares; 2025Q3: 20,804 shares; 2025Q4: 16,248 shares; 2026Q1: 16,344 shares 16,344 $2.39M 0.21% +96 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: 4,738 shares; 2024Q4: 4,559 shares; 2025Q1: 4,883 shares; 2025Q2: 4,894 shares; 2025Q3: 4,748 shares; 2025Q4: 4,778 shares; 2026Q1: 4,853 shares 4,853 $2.39M 0.21% +75 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: 1,429 shares; 2024Q4: 1,189 shares; 2025Q1: 9,555 shares; 2025Q2: 11,684 shares; 2025Q3: 10,246 shares; 2025Q4: 11,265 shares; 2026Q1: 25,333 shares 25,333 $2.37M 0.21% +14,068 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: 2,699 shares; 2024Q4: 2,942 shares; 2025Q1: 2,838 shares; 2025Q2: 2,886 shares; 2025Q3: 3,040 shares; 2025Q4: 27,228 shares; 2026Q1: 24,213 shares 24,213 $2.33M 0.21% -3,015 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: 23,973 shares; 2024Q4: 22,868 shares; 2025Q1: 23,694 shares; 2025Q2: 23,357 shares; 2025Q3: 23,814 shares; 2025Q4: 24,615 shares; 2026Q1: 22,538 shares 22,538 $2.31M 0.21% -2,077 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,862 shares; 2025Q1: 8,996 shares; 2025Q2: 9,051 shares; 2025Q3: 8,330 shares; 2025Q4: 7,470 shares; 2026Q1: 7,134 shares 7,134 $2.29M 0.2% -336 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 13,334 shares; 2025Q1: 12,330 shares; 2025Q2: 10,198 shares; 2025Q3: 11,862 shares; 2025Q4: 11,735 shares; 2026Q1: 10,697 shares 10,697 $2.29M 0.2% -1,038 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,328 shares; 2025Q1: 5,241 shares; 2025Q2: 6,238 shares; 2025Q3: 7,549 shares; 2025Q4: 8,630 shares; 2026Q1: 9,159 shares 9,159 $2.28M 0.2% +529 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: 24,546 shares; 2024Q4: 23,883 shares; 2025Q1: 26,343 shares; 2025Q2: 25,551 shares; 2025Q3: 25,567 shares; 2025Q4: 23,743 shares; 2026Q1: 23,520 shares 23,520 $2.27M 0.2% -223 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,020 shares; 2024Q4: 53,528 shares; 2025Q1: 46,254 shares; 2025Q2: 48,237 shares; 2025Q3: 46,346 shares; 2025Q4: 48,614 shares; 2026Q1: 48,797 shares 48,797 $2.25M 0.2% +183 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: 15,027 shares; 2024Q4: 25,408 shares; 2025Q1: 27,596 shares; 2025Q2: 32,404 shares; 2025Q3: 31,982 shares; 2025Q4: 31,636 shares; 2026Q1: 30,859 shares 30,859 $2.22M 0.2% -777 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,820 shares; 2025Q1: 4,875 shares; 2025Q2: 4,808 shares; 2025Q3: 5,088 shares; 2025Q4: 5,506 shares; 2026Q1: 5,737 shares 5,737 $2.2M 0.2% +231 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,947 shares; 2025Q1: 5,960 shares; 2025Q2: 5,955 shares; 2025Q3: 44,913 shares; 2025Q4: 49,229 shares; 2026Q1: 47,278 shares 47,278 $2.19M 0.2% -1,951 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,027 shares; 2024Q4: 28,621 shares; 2025Q1: 35,885 shares; 2025Q2: 32,817 shares; 2025Q3: 33,397 shares; 2025Q4: 34,956 shares; 2026Q1: 41,198 shares 41,198 $2.17M 0.19% +6,242 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 7,416 shares; 2025Q1: 8,068 shares; 2025Q2: 8,895 shares; 2025Q3: 8,998 shares; 2025Q4: 9,593 shares; 2026Q1: 8,903 shares 8,903 $2.12M 0.19% -690 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,147 shares; 2025Q1: 1,662 shares; 2025Q2: 7,341 shares; 2025Q3: 51,367 shares; 2025Q4: 52,815 shares; 2026Q1: 51,004 shares 51,004 $2.11M 0.19% -1,811 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,166 shares; 2025Q1: 17,273 shares; 2025Q2: 16,646 shares; 2025Q3: 14,162 shares; 2025Q4: 12,655 shares; 2026Q1: 12,320 shares 12,320 $2.08M 0.19% -335 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 21,081 shares; 2025Q1: 20,041 shares; 2025Q2: 30,935 shares; 2025Q3: 31,163 shares; 2025Q4: 37,601 shares; 2026Q1: 48,624 shares 48,624 $2.07M 0.18% +11,023 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: 22,248 shares; 2024Q4: 18,083 shares; 2025Q1: 18,113 shares; 2025Q2: 26,309 shares; 2025Q3: 26,403 shares; 2025Q4: 26,364 shares; 2026Q1: 26,787 shares 26,787 $2.07M 0.18% +423 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,564 shares; 2024Q4: 31,795 shares; 2025Q1: 36,614 shares; 2025Q2: 17,989 shares; 2025Q3: 28,934 shares; 2025Q4: 34,279 shares; 2026Q1: 40,980 shares 40,980 $2.06M 0.18% +6,701 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: 43,989 shares; 2024Q4: 39,953 shares; 2025Q1: 34,815 shares; 2025Q2: 18,171 shares; 2025Q3: 14,977 shares; 2025Q4: 15,685 shares; 2026Q1: 19,415 shares 19,415 $2.06M 0.18% +3,730 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,883 shares; 2024Q4: 23,489 shares; 2025Q1: 24,345 shares; 2025Q2: 24,525 shares; 2025Q3: 25,569 shares; 2025Q4: 42,726 shares; 2026Q1: 43,665 shares 43,665 $2M 0.18% +939 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: 1,114 shares; 2024Q4: 850 shares; 2025Q1: 1,051 shares; 2025Q2: 1,101 shares; 2025Q3: 1,280 shares; 2025Q4: 1,260 shares; 2026Q1: 1,336 shares 1,336 $1.97M 0.18% +76 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: 1,843 shares; 2024Q4: 3,062 shares; 2025Q1: 6,180 shares; 2025Q2: 6,772 shares; 2025Q3: 6,411 shares; 2025Q4: 7,695 shares; 2026Q1: 7,308 shares 7,308 $1.94M 0.17% -387 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: 5,586 shares; 2024Q4: 4,653 shares; 2025Q1: 4,561 shares; 2025Q2: 4,905 shares; 2025Q3: 5,537 shares; 2025Q4: 6,819 shares; 2026Q1: 6,848 shares 6,848 $1.94M 0.17% +29 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: 8,639 shares; 2024Q4: 8,619 shares; 2025Q1: 8,195 shares; 2025Q2: 8,518 shares; 2025Q3: 8,561 shares; 2025Q4: 8,729 shares; 2026Q1: 8,387 shares 8,387 $1.93M 0.17% -342 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,044 shares; 2024Q4: 31,044 shares; 2025Q1: 31,858 shares; 2025Q2: 26,839 shares; 2025Q3: 34,236 shares; 2025Q4: 36,213 shares; 2026Q1: 37,905 shares 37,905 $1.93M 0.17% +1,692 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,442 shares; 2024Q4: 44,556 shares; 2025Q1: 45,334 shares; 2025Q2: 42,356 shares; 2025Q3: 40,175 shares; 2025Q4: 40,248 shares; 2026Q1: 40,854 shares 40,854 $1.92M 0.17% +606 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 715 shares; 2025Q1: 633 shares; 2025Q2: 2,105 shares; 2025Q3: 24,508 shares; 2025Q4: 25,281 shares; 2026Q1: 21,392 shares 21,392 $1.92M 0.17% -3,889 Timeline SPMB 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: 22,440 shares; 2024Q4: 23,684 shares; 2025Q1: 36,295 shares; 2025Q2: 70,148 shares; 2025Q3: 75,948 shares; 2025Q4: 78,779 shares; 2026Q1: 85,485 shares 85,485 $1.91M 0.17% +6,706 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,173 shares; 2025Q1: 12,988 shares; 2025Q2: 16,072 shares; 2025Q3: 15,794 shares; 2025Q4: 15,914 shares; 2026Q1: 16,296 shares 16,296 $1.87M 0.17% +382 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,924 shares; 2024Q4: 33,248 shares; 2025Q1: 34,815 shares; 2025Q2: 31,156 shares; 2025Q3: 29,192 shares; 2025Q4: 28,964 shares; 2026Q1: 29,527 shares 29,527 $1.85M 0.16% +563 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: 21,565 shares; 2024Q4: 22,631 shares; 2025Q1: 20,041 shares; 2025Q2: 18,260 shares; 2025Q3: 36,329 shares; 2025Q4: 36,759 shares; 2026Q1: 37,013 shares 37,013 $1.85M 0.16% +254 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 24,873 shares; 2025Q1: 28,908 shares; 2025Q2: 25,296 shares; 2025Q3: 26,289 shares; 2025Q4: 38,955 shares; 2026Q1: 36,151 shares 36,151 $1.83M 0.16% -2,804 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: 24,895 shares; 2024Q4: 26,119 shares; 2025Q1: 26,368 shares; 2025Q2: 27,284 shares; 2025Q3: 24,003 shares; 2025Q4: 22,919 shares; 2026Q1: 22,766 shares 22,766 $1.81M 0.16% -153 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: 63,578 shares; 2024Q4: 62,033 shares; 2025Q1: 63,810 shares; 2025Q2: 67,819 shares; 2025Q3: 76,018 shares; 2025Q4: 67,198 shares; 2026Q1: 61,617 shares 61,617 $1.79M 0.16% -5,581 Timeline Little Anita's Mexican Food… Little Anita's Mexican Food, Inc. More: the full row for Little Anita's Mexican Food, 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 shares; 2026Q1: 1 shares 1 $1.78M 0.16% 0 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: 11,205 shares; 2024Q4: 16,914 shares; 2025Q1: 15,434 shares; 2025Q2: 17,099 shares; 2025Q3: 19,527 shares; 2025Q4: 20,455 shares; 2026Q1: 20,919 shares 20,919 $1.77M 0.16% +464 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,823 shares; 2024Q4: 29,084 shares; 2025Q1: 32,472 shares; 2025Q2: 30,414 shares; 2025Q3: 28,622 shares; 2025Q4: 27,626 shares; 2026Q1: 27,099 shares 27,099 $1.77M 0.16% -527 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: 6,652 shares; 2024Q4: 6,634 shares; 2025Q1: 6,522 shares; 2025Q2: 6,437 shares; 2025Q3: 5,574 shares; 2025Q4: 5,620 shares; 2026Q1: 5,841 shares 5,841 $1.77M 0.16% +221 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,214 shares; 2024Q4: 39,548 shares; 2025Q1: 31,291 shares; 2025Q2: 45,880 shares; 2025Q3: 35,120 shares; 2025Q4: 36,180 shares; 2026Q1: 35,203 shares 35,203 $1.74M 0.16% -977 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: 10,648 shares; 2024Q4: 10,227 shares; 2025Q1: 10,562 shares; 2025Q2: 12,182 shares; 2025Q3: 11,736 shares; 2025Q4: 14,837 shares; 2026Q1: 12,810 shares 12,810 $1.74M 0.16% -2,027 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: 3,672 shares; 2024Q4: 4,646 shares; 2025Q1: 4,391 shares; 2025Q2: 4,911 shares; 2025Q3: 6,100 shares; 2025Q4: 6,564 shares; 2026Q1: 6,533 shares 6,533 $1.71M 0.15% -31 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: 2,190 shares; 2024Q4: 2,030 shares; 2025Q1: 9,591 shares; 2025Q2: 11,434 shares; 2025Q3: 13,342 shares; 2025Q4: 18,456 shares; 2026Q1: 16,864 shares 16,864 $1.7M 0.15% -1,592 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 53,456 shares; 2025Q1: 29,737 shares; 2025Q2: 35,847 shares; 2025Q3: 28,404 shares; 2025Q4: 36,380 shares; 2026Q1: 33,847 shares 33,847 $1.7M 0.15% -2,533 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: 33,948 shares; 2024Q4: 33,343 shares; 2025Q1: 31,829 shares; 2025Q2: 30,690 shares; 2025Q3: 28,845 shares; 2025Q4: 28,226 shares; 2026Q1: 27,807 shares 27,807 $1.69M 0.15% -419 Timeline VYMI 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: 7,758 shares; 2024Q4: 8,501 shares; 2025Q1: 8,391 shares; 2025Q2: 8,389 shares; 2025Q3: 12,239 shares; 2025Q4: 17,889 shares; 2026Q1: 17,839 shares 17,839 $1.68M 0.15% -50 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: 1,266 shares; 2024Q4: 1,072 shares; 2025Q1: 953 shares; 2025Q2: 1,350 shares; 2025Q3: 1,569 shares; 2025Q4: 1,796 shares; 2026Q1: 1,919 shares 1,919 $1.68M 0.15% +123 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: 3,712 shares; 2024Q4: 3,755 shares; 2025Q1: 3,902 shares; 2025Q2: 3,877 shares; 2025Q3: 3,909 shares; 2025Q4: 4,003 shares; 2026Q1: 3,916 shares 3,916 $1.67M 0.15% -87 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 18,054 shares; 2025Q1: 20,261 shares; 2025Q2: 17,427 shares; 2025Q3: 17,237 shares; 2025Q4: 17,056 shares; 2026Q1: 17,615 shares 17,615 $1.63M 0.15% +559 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: 10,500 shares; 2024Q4: 10,231 shares; 2025Q1: 9,688 shares; 2025Q2: 9,159 shares; 2025Q3: 7,926 shares; 2025Q4: 8,078 shares; 2026Q1: 8,207 shares 8,207 $1.63M 0.15% +129 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: 2,300 shares; 2024Q4: 2,463 shares; 2025Q1: 2,911 shares; 2025Q2: 2,862 shares; 2025Q3: 3,543 shares; 2025Q4: 2,890 shares; 2026Q1: 2,851 shares 2,851 $1.61M 0.14% -39 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: 9,142 shares; 2024Q4: 7,658 shares; 2025Q1: 7,563 shares; 2025Q2: 6,454 shares; 2025Q3: 6,494 shares; 2025Q4: 6,541 shares; 2026Q1: 6,783 shares 6,783 $1.6M 0.14% +242 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 18,554 shares; 2025Q1: 17,069 shares; 2025Q2: 30,860 shares; 2025Q3: 32,001 shares; 2025Q4: 36,700 shares; 2026Q1: 39,858 shares 39,858 $1.6M 0.14% +3,158 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,584 shares; 2025Q3: 61,310 shares; 2025Q4: 61,152 shares; 2026Q1: 63,513 shares 63,513 $1.59M 0.14% +2,361 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: 76,205 shares; 2024Q4: 60,564 shares; 2025Q1: 68,558 shares; 2025Q2: 66,570 shares; 2025Q3: 63,548 shares; 2025Q4: 72,526 shares; 2026Q1: 56,047 shares 56,047 $1.57M 0.14% -16,479 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 18,421 shares; 2025Q1: 21,752 shares; 2025Q2: 20,999 shares; 2025Q3: 24,700 shares; 2025Q4: 20,893 shares; 2026Q1: 16,587 shares 16,587 $1.56M 0.14% -4,306 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 12,703 shares; 2025Q1: 15,903 shares; 2025Q2: 14,314 shares; 2025Q3: 44,180 shares; 2025Q4: 19,670 shares; 2026Q1: 19,591 shares 19,591 $1.55M 0.14% -79 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: 10,389 shares; 2024Q4: 10,433 shares; 2025Q1: 10,123 shares; 2025Q2: 10,123 shares; 2025Q3: 9,822 shares; 2025Q4: 12,125 shares; 2026Q1: 11,793 shares 11,793 $1.55M 0.14% -332 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 20,542 shares; 2025Q3: 19,818 shares; 2025Q4: 18,883 shares; 2026Q1: 14,876 shares 14,876 $1.54M 0.14% -4,007 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 11,533 shares; 2025Q1: 11,706 shares; 2025Q2: 10,926 shares; 2025Q3: 11,001 shares; 2025Q4: 10,738 shares; 2026Q1: 10,282 shares 10,282 $1.54M 0.14% -456 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: 3,216 shares; 2024Q4: 2,984 shares; 2025Q1: 2,445 shares; 2025Q2: 1,756 shares; 2025Q3: 1,708 shares; 2025Q4: 1,819 shares; 2026Q1: 1,716 shares 1,716 $1.54M 0.14% -103 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,451 shares; 2025Q1: 7,870 shares; 2025Q2: 8,341 shares; 2025Q3: 6,713 shares; 2025Q4: 7,502 shares; 2026Q1: 7,258 shares 7,258 $1.53M 0.14% -244 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,455 shares; 2024Q4: 22,205 shares; 2025Q1: 21,145 shares; 2025Q2: 20,665 shares; 2025Q3: 21,030 shares; 2025Q4: 20,195 shares; 2026Q1: 20,709 shares 20,709 $1.53M 0.14% +514 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,205 shares; 2024Q4: 9,075 shares; 2025Q1: 9,146 shares; 2025Q2: 9,312 shares; 2025Q3: 5,160 shares; 2025Q4: 5,382 shares; 2026Q1: 13,832 shares 13,832 $1.52M 0.14% +8,450 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,410 shares; 2024Q4: 22,810 shares; 2025Q1: 23,558 shares; 2025Q2: 25,821 shares; 2025Q3: 28,921 shares; 2025Q4: 28,921 shares; 2026Q1: 28,921 shares 28,921 $1.52M 0.14% 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: 3,848 shares; 2024Q4: 3,981 shares; 2025Q1: 3,516 shares; 2025Q2: 3,466 shares; 2025Q3: 2,528 shares; 2025Q4: 2,429 shares; 2026Q1: 2,452 shares 2,452 $1.51M 0.14% +23 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 8,775 shares; 2025Q1: 9,725 shares; 2025Q2: 7,401 shares; 2025Q3: 14,808 shares; 2025Q4: 13,039 shares; 2026Q1: 13,865 shares 13,865 $1.51M 0.13% +826 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: 26,238 shares; 2024Q4: 78,663 shares; 2025Q1: 78,823 shares; 2025Q2: 70,471 shares; 2025Q3: 68,507 shares; 2025Q4: 57,746 shares; 2026Q1: 48,821 shares 48,821 $1.5M 0.13% -8,925 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: 2,055 shares; 2024Q4: 2,142 shares; 2025Q1: 2,066 shares; 2025Q2: 1,767 shares; 2025Q3: 1,726 shares; 2025Q4: 1,732 shares; 2026Q1: 1,729 shares 1,729 $1.5M 0.13% -3 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 33,969 shares; 2025Q1: 40,345 shares; 2025Q2: 32,655 shares; 2025Q3: 27,085 shares; 2025Q4: 33,708 shares; 2026Q1: 24,990 shares 24,990 $1.49M 0.13% -8,718 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,925 shares; 2024Q4: 78,181 shares; 2025Q1: 82,980 shares; 2025Q2: 84,087 shares; 2025Q3: 82,019 shares; 2025Q4: 84,613 shares; 2026Q1: 83,172 shares 83,172 $1.48M 0.13% -1,441 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: 9,904 shares; 2024Q4: 9,843 shares; 2025Q1: 11,453 shares; 2025Q2: 13,662 shares; 2025Q3: 14,231 shares; 2025Q4: 13,373 shares; 2026Q1: 12,965 shares 12,965 $1.47M 0.13% -408 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,258 shares; 2024Q4: 36,750 shares; 2025Q1: 39,481 shares; 2025Q2: 37,311 shares; 2025Q3: 41,131 shares; 2025Q4: 30,801 shares; 2026Q1: 29,643 shares 29,643 $1.46M 0.13% -1,158 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 14,359 shares; 2025Q1: 19,324 shares; 2025Q2: 26,276 shares; 2025Q3: 28,957 shares; 2025Q4: 30,214 shares; 2026Q1: 26,774 shares 26,774 $1.46M 0.13% -3,440 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: 11,401 shares; 2024Q4: 11,851 shares; 2025Q1: 12,064 shares; 2025Q2: 16,902 shares; 2025Q3: 16,532 shares; 2025Q4: 13,378 shares; 2026Q1: 11,172 shares 11,172 $1.43M 0.13% -2,206 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 15,082 shares; 2025Q1: 10,152 shares; 2025Q2: 9,497 shares; 2025Q3: 8,361 shares; 2025Q4: 8,187 shares; 2026Q1: 7,841 shares 7,841 $1.42M 0.13% -346 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: 35,976 shares; 2024Q4: 35,542 shares; 2025Q1: 33,967 shares; 2025Q2: 34,172 shares; 2025Q3: 29,072 shares; 2025Q4: 21,453 shares; 2026Q1: 27,157 shares 27,157 $1.42M 0.13% +5,704 Timeline MINT 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: 14,303 shares; 2024Q4: 10,464 shares; 2025Q1: 9,914 shares; 2025Q2: 10,873 shares; 2025Q3: 10,158 shares; 2025Q4: 11,283 shares; 2026Q1: 14,038 shares 14,038 $1.41M 0.13% +2,755 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: 7,739 shares; 2024Q4: 7,331 shares; 2025Q1: 7,767 shares; 2025Q2: 5,998 shares; 2025Q3: 6,479 shares; 2025Q4: 6,092 shares; 2026Q1: 5,101 shares 5,101 $1.38M 0.12% -991 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: 5,401 shares; 2024Q4: 5,212 shares; 2025Q1: 5,277 shares; 2025Q2: 5,108 shares; 2025Q3: 5,020 shares; 2025Q4: 4,915 shares; 2026Q1: 4,729 shares 4,729 $1.38M 0.12% -186 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: 2,544 shares; 2024Q4: 2,250 shares; 2025Q1: 2,337 shares; 2025Q2: 2,327 shares; 2025Q3: 1,828 shares; 2025Q4: 1,904 shares; 2026Q1: 1,886 shares 1,886 $1.37M 0.12% -18 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: 6,957 shares; 2024Q4: 6,727 shares; 2025Q1: 7,001 shares; 2025Q2: 7,518 shares; 2025Q3: 7,176 shares; 2025Q4: 7,206 shares; 2026Q1: 7,062 shares 7,062 $1.37M 0.12% -144 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: 8,006 shares; 2024Q4: 8,874 shares; 2025Q1: 9,401 shares; 2025Q2: 9,445 shares; 2025Q3: 9,872 shares; 2025Q4: 10,261 shares; 2026Q1: 10,327 shares 10,327 $1.36M 0.12% +66 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 16,250 shares; 2025Q1: 21,580 shares; 2025Q2: 24,556 shares; 2025Q3: 26,361 shares; 2025Q4: 27,418 shares; 2026Q1: 26,236 shares 26,236 $1.36M 0.12% -1,182 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,180 shares; 2024Q4: 120,820 shares; 2025Q1: 123,825 shares; 2025Q2: 119,849 shares; 2025Q3: 134,849 shares; 2025Q4: 134,849 shares; 2026Q1: 134,849 shares 134,849 $1.36M 0.12% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,538 shares; 2025Q1: 4,462 shares; 2025Q2: 3,976 shares; 2025Q3: 3,960 shares; 2025Q4: 4,023 shares; 2026Q1: 3,962 shares 3,962 $1.36M 0.12% -61 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: 8,015 shares; 2024Q4: 8,136 shares; 2025Q1: 8,519 shares; 2025Q2: 8,369 shares; 2025Q3: 8,602 shares; 2025Q4: 7,523 shares; 2026Q1: 8,923 shares 8,923 $1.35M 0.12% +1,400 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: 6,267 shares; 2024Q4: 7,108 shares; 2025Q1: 5,904 shares; 2025Q2: 6,067 shares; 2025Q3: 5,874 shares; 2025Q4: 6,159 shares; 2026Q1: 6,618 shares 6,618 $1.35M 0.12% +459 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: 5,171 shares; 2024Q4: 5,137 shares; 2025Q1: 5,309 shares; 2025Q2: 4,697 shares; 2025Q3: 4,603 shares; 2025Q4: 4,602 shares; 2026Q1: 4,670 shares 4,670 $1.34M 0.12% +68 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 10,489 shares; 2025Q1: 42,543 shares; 2025Q2: 42,543 shares; 2025Q3: 44,639 shares; 2025Q4: 46,830 shares; 2026Q1: 49,081 shares 49,081 $1.34M 0.12% +2,251 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: 4,331 shares; 2024Q4: 8,732 shares; 2025Q1: 8,605 shares; 2025Q2: 8,822 shares; 2025Q3: 7,883 shares; 2025Q4: 7,338 shares; 2026Q1: 8,336 shares 8,336 $1.34M 0.12% +998 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: 10,494 shares; 2024Q4: 9,830 shares; 2025Q1: 9,466 shares; 2025Q2: 9,029 shares; 2025Q3: 8,439 shares; 2025Q4: 7,649 shares; 2026Q1: 6,570 shares 6,570 $1.33M 0.12% -1,079 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: 1,240 shares; 2025Q1: 1,554 shares; 2025Q2: 1,679 shares; 2025Q3: 1,645 shares; 2025Q4: 1,350 shares; 2026Q1: 1,373 shares 1,373 $1.32M 0.12% +23 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,122 shares; 2025Q1: 2,247 shares; 2025Q2: 2,248 shares; 2025Q3: 1,823 shares; 2025Q4: 1,853 shares; 2026Q1: 1,811 shares 1,811 $1.32M 0.12% -42 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: 33,990 shares; 2024Q4: 34,036 shares; 2025Q1: 30,456 shares; 2025Q2: 29,488 shares; 2025Q3: 29,488 shares; 2025Q4: 33,038 shares; 2026Q1: 33,713 shares 33,713 $1.31M 0.12% +675 Timeline JQUA 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: 7,308 shares; 2024Q4: 12,718 shares; 2025Q1: 13,121 shares; 2025Q2: 14,850 shares; 2025Q3: 19,919 shares; 2025Q4: 20,021 shares; 2026Q1: 21,197 shares 21,197 $1.3M 0.12% +1,176 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 9,023 shares; 2025Q1: 8,542 shares; 2025Q2: 8,731 shares; 2025Q3: 8,126 shares; 2025Q4: 9,281 shares; 2026Q1: 8,886 shares 8,886 $1.3M 0.12% -395 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: 8,692 shares; 2024Q4: 8,146 shares; 2025Q1: 8,882 shares; 2025Q2: 9,136 shares; 2025Q3: 9,205 shares; 2025Q4: 8,985 shares; 2026Q1: 8,911 shares 8,911 $1.29M 0.12% -74 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,994 shares; 2024Q4: 37,606 shares; 2025Q1: 39,792 shares; 2025Q2: 35,496 shares; 2025Q3: 34,671 shares; 2025Q4: 25,927 shares; 2026Q1: 26,027 shares 26,027 $1.29M 0.12% +100 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: 18,961 shares; 2024Q4: 18,668 shares; 2025Q1: 15,198 shares; 2025Q2: 19,711 shares; 2025Q3: 17,232 shares; 2025Q4: 17,295 shares; 2026Q1: 17,333 shares 17,333 $1.29M 0.12% +38 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,518 shares; 2024Q4: 40,333 shares; 2025Q1: 39,359 shares; 2025Q2: 34,742 shares; 2025Q3: 34,188 shares; 2025Q4: 31,293 shares; 2026Q1: 32,362 shares 32,362 $1.28M 0.11% +1,069 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 9,029 shares; 2025Q1: 9,357 shares; 2025Q2: 15,699 shares; 2025Q3: 26,652 shares; 2025Q4: 24,411 shares; 2026Q1: 25,136 shares 25,136 $1.27M 0.11% +725 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 21,349 shares; 2025Q1: 19,586 shares; 2025Q2: 15,300 shares; 2025Q3: 15,399 shares; 2025Q4: 15,399 shares; 2026Q1: 13,974 shares 13,974 $1.25M 0.11% -1,425 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 15,608 shares; 2025Q1: 15,564 shares; 2025Q2: 11,918 shares; 2025Q3: 13,644 shares; 2025Q4: 14,513 shares; 2026Q1: 13,399 shares 13,399 $1.24M 0.11% -1,114 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: 7,476 shares; 2024Q4: 6,624 shares; 2025Q1: 6,827 shares; 2025Q2: 7,985 shares; 2025Q3: 7,622 shares; 2025Q4: 7,814 shares; 2026Q1: 7,548 shares 7,548 $1.24M 0.11% -266 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,935 shares; 2025Q1: 5,995 shares; 2025Q2: 5,943 shares; 2025Q3: 5,918 shares; 2025Q4: 5,920 shares; 2026Q1: 5,990 shares 5,990 $1.24M 0.11% +70 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,981 shares; 2024Q4: 14,981 shares; 2025Q1: 17,161 shares; 2025Q2: 24,389 shares; 2025Q3: 25,718 shares; 2025Q4: 26,174 shares; 2026Q1: 26,347 shares 26,347 $1.23M 0.11% +173 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 8,357 shares; 2025Q1: 8,460 shares; 2025Q2: 8,140 shares; 2025Q3: 7,966 shares; 2025Q4: 7,961 shares; 2026Q1: 7,812 shares 7,812 $1.23M 0.11% -149 Timeline JMUB 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: 16,450 shares; 2024Q4: 19,074 shares; 2025Q1: 17,056 shares; 2025Q2: 15,579 shares; 2025Q3: 7,386 shares; 2025Q4: 14,794 shares; 2026Q1: 24,520 shares 24,520 $1.23M 0.11% +9,726 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 9,887 shares; 2025Q1: 10,029 shares; 2025Q2: 10,170 shares; 2025Q3: 10,056 shares; 2025Q4: 10,031 shares; 2026Q1: 9,274 shares 9,274 $1.22M 0.11% -757 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: 9,944 shares; 2024Q4: 10,122 shares; 2025Q1: 10,552 shares; 2025Q2: 10,715 shares; 2025Q3: 6,581 shares; 2025Q4: 5,798 shares; 2026Q1: 5,815 shares 5,815 $1.21M 0.11% +17 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,735 shares; 2026Q1: 36,574 shares 36,574 $1.21M 0.11% +839 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,215 shares; 2024Q4: 69,403 shares; 2025Q1: 71,854 shares; 2025Q2: 70,320 shares; 2025Q3: 70,320 shares; 2025Q4: 70,320 shares; 2026Q1: 70,320 shares 70,320 $1.2M 0.11% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,647 shares; 2025Q1: 19,877 shares; 2025Q2: 16,901 shares; 2025Q3: 15,319 shares; 2025Q4: 14,725 shares; 2026Q1: 14,543 shares 14,543 $1.2M 0.11% -182 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,660 shares; 2024Q4: 186,705 shares; 2025Q1: 196,196 shares; 2025Q2: 192,830 shares; 2025Q3: 192,830 shares; 2025Q4: 192,830 shares; 2026Q1: 173,756 shares 173,756 $1.2M 0.11% -19,074 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: 37,870 shares; 2024Q4: 34,577 shares; 2025Q1: 28,866 shares; 2025Q2: 36,095 shares; 2025Q3: 36,312 shares; 2025Q4: 38,276 shares; 2026Q1: 35,631 shares 35,631 $1.19M 0.11% -2,645 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: 4,131 shares; 2024Q4: 3,203 shares; 2025Q1: 3,238 shares; 2025Q2: 3,176 shares; 2025Q3: 2,998 shares; 2025Q4: 3,456 shares; 2026Q1: 3,327 shares 3,327 $1.19M 0.11% -129 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,708 shares; 2024Q4: 13,940 shares; 2025Q1: 12,717 shares; 2025Q2: 13,131 shares; 2025Q3: 13,766 shares; 2025Q4: 13,486 shares; 2026Q1: 14,349 shares 14,349 $1.19M 0.11% +863 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 728 shares; 2025Q1: 828 shares; 2025Q2: 458 shares; 2025Q3: 409 shares; 2025Q4: 439 shares; 2026Q1: 895 shares 895 $1.18M 0.11% +456 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: 31,092 shares; 2024Q4: 30,668 shares; 2025Q1: 29,118 shares; 2025Q2: 27,454 shares; 2025Q3: 27,785 shares; 2025Q4: 28,100 shares; 2026Q1: 28,761 shares 28,761 $1.18M 0.11% +661 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 11,522 shares; 2025Q2: 21,081 shares; 2025Q3: 20,905 shares; 2025Q4: 24,304 shares; 2026Q1: 30,543 shares 30,543 $1.17M 0.1% +6,239 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,438 shares; 2025Q1: 5,609 shares; 2025Q2: 5,641 shares; 2025Q3: 5,598 shares; 2025Q4: 5,681 shares; 2026Q1: 5,587 shares 5,587 $1.16M 0.1% -94 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 7,158 shares; 2025Q1: 4,445 shares; 2025Q2: 4,058 shares; 2025Q3: 6,054 shares; 2025Q4: 10,818 shares; 2026Q1: 12,035 shares 12,035 $1.15M 0.1% +1,217 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: 6,683 shares; 2024Q4: 6,896 shares; 2025Q1: 6,903 shares; 2025Q2: 6,588 shares; 2025Q3: 6,298 shares; 2025Q4: 6,398 shares; 2026Q1: 6,300 shares 6,300 $1.15M 0.1% -98 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 14,339 shares; 2025Q1: 15,235 shares; 2025Q2: 15,226 shares; 2025Q3: 15,619 shares; 2025Q4: 16,009 shares; 2026Q1: 14,851 shares 14,851 $1.14M 0.1% -1,158 Timeline BBUS 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: 8,087 shares; 2024Q4: 7,803 shares; 2025Q1: 8,893 shares; 2025Q2: 7,728 shares; 2025Q3: 9,423 shares; 2025Q4: 9,454 shares; 2026Q1: 9,761 shares 9,761 $1.14M 0.1% +307 Timeline JMST 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: 42,337 shares; 2024Q4: 43,105 shares; 2025Q1: 42,841 shares; 2025Q2: 48,763 shares; 2025Q3: 26,561 shares; 2025Q4: 22,807 shares; 2026Q1: 22,396 shares 22,396 $1.14M 0.1% -411 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,689 shares; 2024Q4: 16,422 shares; 2025Q1: 17,921 shares; 2025Q2: 17,463 shares; 2025Q3: 16,361 shares; 2025Q4: 15,372 shares; 2026Q1: 16,048 shares 16,048 $1.13M 0.1% +676 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,786 shares; 2025Q4: 2,746 shares; 2026Q1: 2,746 shares 2,746 $1.12M 0.1% 0 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: 9,874 shares; 2024Q4: 9,988 shares; 2025Q1: 11,347 shares; 2025Q2: 7,859 shares; 2025Q3: 8,132 shares; 2025Q4: 8,165 shares; 2026Q1: 9,234 shares 9,234 $1.12M 0.1% +1,069 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: 8,696 shares; 2024Q4: 8,588 shares; 2025Q1: 9,344 shares; 2025Q2: 9,445 shares; 2025Q3: 7,243 shares; 2025Q4: 6,450 shares; 2026Q1: 5,960 shares 5,960 $1.11M 0.1% -490 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: 5,059 shares; 2024Q4: 5,368 shares; 2025Q1: 5,536 shares; 2025Q2: 5,163 shares; 2025Q3: 5,585 shares; 2025Q4: 5,579 shares; 2026Q1: 11,733 shares 11,733 $1.1M 0.1% +6,154 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,718 shares; 2025Q1: 13,426 shares; 2025Q2: 12,892 shares; 2025Q3: 8,298 shares; 2025Q4: 16,480 shares; 2026Q1: 17,960 shares 17,960 $1.1M 0.1% +1,480 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 8,559 shares; 2025Q1: 7,272 shares; 2025Q2: 5,812 shares; 2025Q3: 6,632 shares; 2025Q4: 6,396 shares; 2026Q1: 6,785 shares 6,785 $1.1M 0.1% +389 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 14,387 shares; 2025Q1: 15,823 shares; 2025Q2: 16,748 shares; 2025Q3: 15,659 shares; 2025Q4: 16,394 shares; 2026Q1: 12,483 shares 12,483 $1.1M 0.1% -3,911 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,917 shares; 2025Q1: 3,797 shares; 2025Q2: 4,000 shares; 2025Q3: 4,036 shares; 2025Q4: 4,812 shares; 2026Q1: 4,550 shares 4,550 $1.09M 0.1% -262 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,209 shares; 2025Q1: 7,099 shares; 2025Q2: 6,169 shares; 2025Q3: 6,227 shares; 2025Q4: 6,358 shares; 2026Q1: 6,322 shares 6,322 $1.09M 0.1% -36 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 13,445 shares; 2025Q1: 15,780 shares; 2025Q2: 18,330 shares; 2025Q3: 14,935 shares; 2025Q4: 37,503 shares; 2026Q1: 40,467 shares 40,467 $1.08M 0.1% +2,964 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 13,522 shares; 2025Q1: 18,302 shares; 2025Q2: 18,142 shares; 2025Q3: 18,142 shares; 2025Q4: 22,589 shares; 2026Q1: 43,490 shares 43,490 $1.08M 0.1% +20,901 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: 5,026 shares; 2024Q4: 3,963 shares; 2025Q1: 4,266 shares; 2025Q2: 4,474 shares; 2025Q3: 4,653 shares; 2025Q4: 4,894 shares; 2026Q1: 5,356 shares 5,356 $1.07M 0.1% +462 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: 2,857 shares; 2024Q4: 2,473 shares; 2025Q1: 2,613 shares; 2025Q2: 2,346 shares; 2025Q3: 2,356 shares; 2025Q4: 2,133 shares; 2026Q1: 2,148 shares 2,148 $1.07M 0.1% +15 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,225 shares; 2025Q1: 3,536 shares; 2025Q2: 3,316 shares; 2025Q3: 3,381 shares; 2025Q4: 3,378 shares; 2026Q1: 4,310 shares 4,310 $1.06M 0.1% +932 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,299 shares; 2024Q4: 118,524 shares; 2025Q1: 120,460 shares; 2025Q2: 114,919 shares; 2025Q3: 129,919 shares; 2025Q4: 129,919 shares; 2026Q1: 114,919 shares 114,919 $1.05M 0.09% -15,000 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: 14,116 shares; 2024Q4: 12,752 shares; 2025Q1: 13,319 shares; 2025Q2: 12,950 shares; 2025Q3: 12,219 shares; 2025Q4: 11,731 shares; 2026Q1: 10,902 shares 10,902 $1.05M 0.09% -829 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: 1,743 shares; 2024Q4: 1,412 shares; 2025Q1: 1,670 shares; 2025Q2: 1,962 shares; 2025Q3: 1,963 shares; 2025Q4: 1,934 shares; 2026Q1: 1,943 shares 1,943 $1.05M 0.09% +9 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,680 shares; 2025Q1: 41,558 shares; 2025Q2: 45,779 shares; 2025Q3: 47,396 shares; 2025Q4: 49,553 shares; 2026Q1: 50,797 shares 50,797 $1.04M 0.09% +1,244 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,075 shares; 2024Q4: 46,415 shares; 2025Q1: 28,210 shares; 2025Q2: 32,174 shares; 2025Q3: 41,659 shares; 2025Q4: 48,923 shares; 2026Q1: 40,548 shares 40,548 $1.04M 0.09% -8,375 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,444 shares; 2025Q1: 3,503 shares; 2025Q2: 3,335 shares; 2025Q3: 3,334 shares; 2025Q4: 3,262 shares; 2026Q1: 3,209 shares 3,209 $1.04M 0.09% -53 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 717 shares; 2025Q4: 949 shares; 2026Q1: 5,922 shares 5,922 $1.03M 0.09% +4,973 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: 7,620 shares; 2024Q4: 7,640 shares; 2025Q1: 7,770 shares; 2025Q2: 7,509 shares; 2025Q3: 7,634 shares; 2025Q4: 7,480 shares; 2026Q1: 7,474 shares 7,474 $1.03M 0.09% -6 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: not reported; 2025Q1: 26,872 shares; 2025Q2: 34,949 shares; 2025Q3: 34,949 shares; 2025Q4: 34,745 shares; 2026Q1: 34,745 shares 34,745 $1.02M 0.09% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 15,660 shares; 2025Q1: 14,182 shares; 2025Q2: 15,118 shares; 2025Q3: 14,424 shares; 2025Q4: 10,858 shares; 2026Q1: 9,193 shares 9,193 $1.02M 0.09% -1,665 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: 12,607 shares; 2024Q4: 12,199 shares; 2025Q1: 11,829 shares; 2025Q2: 12,396 shares; 2025Q3: 12,656 shares; 2025Q4: 11,745 shares; 2026Q1: 11,364 shares 11,364 $1.02M 0.09% -381 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: 47,481 shares; 2024Q4: 47,731 shares; 2025Q1: 42,364 shares; 2025Q2: 41,506 shares; 2025Q3: 44,268 shares; 2025Q4: 41,183 shares; 2026Q1: 40,814 shares 40,814 $1.01M 0.09% -369 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: 5,448 shares; 2024Q4: 3,890 shares; 2025Q1: 3,960 shares; 2025Q2: 3,394 shares; 2025Q3: 3,551 shares; 2025Q4: 3,537 shares; 2026Q1: 3,158 shares 3,158 $1M 0.09% -379 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 22,935 shares; 2025Q1: 20,476 shares; 2025Q2: 19,410 shares; 2025Q3: 20,120 shares; 2025Q4: 20,265 shares; 2026Q1: 16,962 shares 16,962 $1M 0.09% -3,303 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: 11,215 shares; 2024Q4: 10,553 shares; 2025Q1: 9,187 shares; 2025Q2: 9,019 shares; 2025Q3: 9,019 shares; 2025Q4: 9,019 shares; 2026Q1: 9,019 shares 9,019 $1M 0.09% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 7,576 shares; 2025Q1: 8,324 shares; 2025Q2: 8,388 shares; 2025Q3: 8,161 shares; 2025Q4: 8,413 shares; 2026Q1: 8,413 shares 8,413 $990K 0.09% 0 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: 4,821 shares; 2024Q4: 5,176 shares; 2025Q1: 5,534 shares; 2025Q2: 5,891 shares; 2025Q3: 6,080 shares; 2025Q4: 6,286 shares; 2026Q1: 6,394 shares 6,394 $977K 0.09% +108 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,271 shares; 2025Q1: 5,644 shares; 2025Q2: 8,588 shares; 2025Q3: 7,367 shares; 2025Q4: 7,120 shares; 2026Q1: 10,046 shares 10,046 $971K 0.09% +2,926 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 18,835 shares; 2025Q1: 17,041 shares; 2025Q2: 19,802 shares; 2025Q3: 18,470 shares; 2025Q4: 17,736 shares; 2026Q1: 20,652 shares 20,652 $969K 0.09% +2,916 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,053 shares; 2024Q4: 21,256 shares; 2025Q1: 27,915 shares; 2025Q2: 15,883 shares; 2025Q3: 18,493 shares; 2025Q4: 19,285 shares; 2026Q1: 19,360 shares 19,360 $967K 0.09% +75 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,403 shares; 2025Q1: 13,341 shares; 2025Q2: 13,289 shares; 2025Q3: 13,391 shares; 2025Q4: 13,491 shares; 2026Q1: 13,512 shares 13,512 $960K 0.09% +21 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 744 shares; 2025Q1: 4,582 shares; 2025Q2: 3,513 shares; 2025Q3: 37,510 shares; 2025Q4: 23,290 shares; 2026Q1: 21,974 shares 21,974 $948K 0.08% -1,316 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 14,311 shares; 2025Q1: 11,604 shares; 2025Q2: 9,809 shares; 2025Q3: 9,830 shares; 2025Q4: 9,450 shares; 2026Q1: 9,402 shares 9,402 $946K 0.08% -48 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 8,486 shares; 2025Q1: 9,349 shares; 2025Q2: 9,277 shares; 2025Q3: 9,734 shares; 2025Q4: 10,196 shares; 2026Q1: 10,704 shares 10,704 $928K 0.08% +508 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 12,534 shares; 2025Q1: 12,986 shares; 2025Q2: 15,574 shares; 2025Q3: 15,037 shares; 2025Q4: 14,653 shares; 2026Q1: 12,652 shares 12,652 $921K 0.08% -2,001 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,456 shares; 2025Q1: 5,394 shares; 2025Q2: 4,729 shares; 2025Q3: 4,700 shares; 2025Q4: 4,734 shares; 2026Q1: 4,198 shares 4,198 $919K 0.08% -536 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: 2,202 shares; 2024Q4: 3,693 shares; 2025Q1: 4,521 shares; 2025Q2: 6,099 shares; 2025Q3: 5,836 shares; 2025Q4: 4,249 shares; 2026Q1: 3,648 shares 3,648 $914K 0.08% -601 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 5,764 shares; 2025Q2: 7,160 shares; 2025Q3: 9,839 shares; 2025Q4: 10,259 shares; 2026Q1: 18,458 shares 18,458 $911K 0.08% +8,199 Timeline TLH 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: 2,658 shares; 2024Q4: 3,085 shares; 2025Q1: 5,836 shares; 2025Q2: 9,181 shares; 2025Q3: 10,404 shares; 2025Q4: 9,081 shares; 2026Q1: 9,042 shares 9,042 $911K 0.08% -39 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 1,345 shares; 2025Q2: 54 shares; 2025Q3: 1,219 shares; 2025Q4: 41 shares; 2026Q1: 4,406 shares 4,406 $909K 0.08% +4,365 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: 25,737 shares; 2024Q4: 21,005 shares; 2025Q1: 25,128 shares; 2025Q2: 29,364 shares; 2025Q3: 24,089 shares; 2025Q4: 30,236 shares; 2026Q1: 20,463 shares 20,463 $903K 0.08% -9,773 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: 7,159 shares; 2024Q4: 7,146 shares; 2025Q1: 8,259 shares; 2025Q2: 8,109 shares; 2025Q3: 11,732 shares; 2025Q4: 9,496 shares; 2026Q1: 9,535 shares 9,535 $898K 0.08% +39 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: 10,147 shares; 2024Q4: 10,548 shares; 2025Q1: 8,437 shares; 2025Q2: 8,483 shares; 2025Q3: 6,235 shares; 2025Q4: 4,954 shares; 2026Q1: 8,006 shares 8,006 $892K 0.08% +3,052 Timeline JEPQ 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: 6,047 shares; 2024Q4: 10,357 shares; 2025Q1: 6,141 shares; 2025Q2: 14,205 shares; 2025Q3: 16,538 shares; 2025Q4: 17,158 shares; 2026Q1: 15,968 shares 15,968 $887K 0.08% -1,190 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: 1,027 shares; 2024Q4: 1,020 shares; 2025Q1: 951 shares; 2025Q2: 1,643 shares; 2025Q3: 1,484 shares; 2025Q4: 2,589 shares; 2026Q1: 2,256 shares 2,256 $884K 0.08% -333 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,834 shares; 2024Q4: 40,312 shares; 2025Q1: 39,545 shares; 2025Q2: 35,236 shares; 2025Q3: 30,103 shares; 2025Q4: 29,432 shares; 2026Q1: 29,121 shares 29,121 $883K 0.08% -311 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 9,415 shares; 2025Q1: 9,504 shares; 2025Q2: 10,877 shares; 2025Q3: 10,728 shares; 2025Q4: 16,357 shares; 2026Q1: 16,291 shares 16,291 $882K 0.08% -66 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,575 shares; 2025Q1: 3,147 shares; 2025Q2: 2,788 shares; 2025Q3: 2,857 shares; 2025Q4: 2,388 shares; 2026Q1: 2,579 shares 2,579 $872K 0.08% +191 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,653 shares; 2024Q4: 25,329 shares; 2025Q1: 23,556 shares; 2025Q2: 18,477 shares; 2025Q3: 18,552 shares; 2025Q4: 20,658 shares; 2026Q1: 17,491 shares 17,491 $871K 0.08% -3,167 Timeline JBND 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: 3,829 shares; 2024Q4: 3,963 shares; 2025Q1: 4,352 shares; 2025Q2: 10,702 shares; 2025Q3: 11,772 shares; 2025Q4: 14,545 shares; 2026Q1: 16,182 shares 16,182 $870K 0.08% +1,637 Timeline JAVA 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: 2,965 shares; 2024Q4: 3,315 shares; 2025Q1: 3,380 shares; 2025Q2: 12,663 shares; 2025Q3: 12,485 shares; 2025Q4: 12,634 shares; 2026Q1: 12,073 shares 12,073 $866K 0.08% -561 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 3,218 shares; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,698 shares; 2025Q4: 3,666 shares; 2026Q1: 3,654 shares 3,654 $864K 0.08% -12 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: 2,320 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,337 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 2,329 shares 2,329 $863K 0.08% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,152 shares; 2024Q4: 14,024 shares; 2025Q1: 15,205 shares; 2025Q2: 18,484 shares; 2025Q3: 18,563 shares; 2025Q4: 18,778 shares; 2026Q1: 18,734 shares 18,734 $861K 0.08% -44 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,086 shares; 2024Q4: 9,400 shares; 2025Q1: 9,834 shares; 2025Q2: 9,143 shares; 2025Q3: 8,411 shares; 2025Q4: 7,368 shares; 2026Q1: 5,860 shares 5,860 $859K 0.08% -1,508 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 1,510 shares; 2025Q1: 1,505 shares; 2025Q2: 1,849 shares; 2025Q3: 6,959 shares; 2025Q4: 7,373 shares; 2026Q1: 6,840 shares 6,840 $856K 0.08% -533 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,064 shares; 2024Q4: 17,889 shares; 2025Q1: 17,889 shares; 2025Q2: 15,488 shares; 2025Q3: 25,995 shares; 2025Q4: 38,590 shares; 2026Q1: 38,183 shares 38,183 $853K 0.08% -407 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 9,676 shares; 2025Q1: 9,866 shares; 2025Q2: 9,866 shares; 2025Q3: 6,781 shares; 2025Q4: 12,444 shares; 2026Q1: 24,628 shares 24,628 $847K 0.08% +12,184 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: 6,205 shares; 2024Q4: 7,071 shares; 2025Q1: 7,270 shares; 2025Q2: 7,690 shares; 2025Q3: 7,476 shares; 2025Q4: 7,934 shares; 2026Q1: 7,097 shares 7,097 $842K 0.08% -837 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 6,787 shares; 2025Q1: 6,759 shares; 2025Q2: 6,759 shares; 2025Q3: 6,712 shares; 2025Q4: 6,147 shares; 2026Q1: 6,199 shares 6,199 $841K 0.08% +52 Timeline FLOT 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: 10,358 shares; 2024Q4: 13,286 shares; 2025Q1: 13,892 shares; 2025Q2: 15,938 shares; 2025Q3: 16,492 shares; 2025Q4: 16,520 shares; 2026Q1: 16,494 shares 16,494 $840K 0.08% -26 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: 22,963 shares; 2024Q4: 22,781 shares; 2025Q1: 22,843 shares; 2025Q2: 22,093 shares; 2025Q3: 22,093 shares; 2025Q4: 24,793 shares; 2026Q1: 24,793 shares 24,793 $839K 0.07% 0 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: 2,172 shares; 2024Q4: 2,323 shares; 2025Q1: 2,298 shares; 2025Q2: 2,426 shares; 2025Q3: 2,086 shares; 2025Q4: 2,093 shares; 2026Q1: 1,812 shares 1,812 $839K 0.07% -281 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: 15,771 shares; 2024Q4: 14,782 shares; 2025Q1: 14,435 shares; 2025Q2: 14,868 shares; 2025Q3: 14,173 shares; 2025Q4: 13,602 shares; 2026Q1: 14,557 shares 14,557 $839K 0.07% +955 Timeline VCLT 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: 5,869 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 6,334 shares; 2025Q4: 6,334 shares; 2026Q1: 11,227 shares 11,227 $839K 0.07% +4,893 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,635 shares; 2024Q4: 12,476 shares; 2025Q1: 12,788 shares; 2025Q2: 14,661 shares; 2025Q3: 17,661 shares; 2025Q4: 24,247 shares; 2026Q1: 23,527 shares 23,527 $837K 0.07% -720 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,792 shares; 2025Q1: 2,630 shares; 2025Q2: 3,245 shares; 2025Q3: 3,279 shares; 2025Q4: 2,947 shares; 2026Q1: 2,974 shares 2,974 $831K 0.07% +27 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,732 shares; 2025Q1: 7,669 shares; 2025Q2: 7,530 shares; 2025Q3: 4,992 shares; 2025Q4: 4,209 shares; 2026Q1: 3,903 shares 3,903 $820K 0.07% -306 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,459 shares; 2025Q1: 10,282 shares; 2025Q2: 10,348 shares; 2025Q3: 12,926 shares; 2025Q4: 11,267 shares; 2026Q1: 10,823 shares 10,823 $819K 0.07% -444 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,507 shares; 2024Q4: 6,542 shares; 2025Q1: 14,496 shares; 2025Q2: 14,496 shares; 2025Q3: 17,595 shares; 2025Q4: 29,651 shares; 2026Q1: 30,084 shares 30,084 $817K 0.07% +433 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 784 shares; 2025Q1: 731 shares; 2025Q2: 946 shares; 2025Q3: 957 shares; 2025Q4: 1,537 shares; 2026Q1: 1,467 shares 1,467 $805K 0.07% -70 Timeline ITA 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: 3,598 shares; 2024Q4: 3,179 shares; 2025Q1: 3,100 shares; 2025Q2: 3,076 shares; 2025Q3: 3,992 shares; 2025Q4: 3,904 shares; 2026Q1: 3,680 shares 3,680 $805K 0.07% -224 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: 9,751 shares; 2025Q1: 8,479 shares; 2025Q2: 7,784 shares; 2025Q3: 6,335 shares; 2025Q4: 6,590 shares; 2026Q1: 6,533 shares 6,533 $802K 0.07% -57 Timeline SPTL 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: 33,541 shares; 2024Q4: 29,477 shares; 2025Q1: 30,391 shares; 2025Q2: 24,577 shares; 2025Q3: 32,785 shares; 2025Q4: 33,955 shares; 2026Q1: 30,314 shares 30,314 $797K 0.07% -3,641 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 9,061 shares; 2025Q1: 10,505 shares; 2025Q2: 13,087 shares; 2025Q3: 9,729 shares; 2025Q4: 9,448 shares; 2026Q1: 8,800 shares 8,800 $795K 0.07% -648 Timeline SPTS 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: 35,146 shares; 2024Q4: 34,978 shares; 2025Q1: 35,656 shares; 2025Q2: 33,001 shares; 2025Q3: 33,067 shares; 2025Q4: 31,829 shares; 2026Q1: 27,027 shares 27,027 $789K 0.07% -4,802 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: 8,396 shares; 2024Q4: 7,866 shares; 2025Q1: 7,846 shares; 2025Q2: 7,416 shares; 2025Q3: 7,107 shares; 2025Q4: 5,959 shares; 2026Q1: 5,565 shares 5,565 $787K 0.07% -394 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 13,536 shares; 2025Q4: 15,504 shares; 2026Q1: 23,820 shares 23,820 $785K 0.07% +8,316 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: 8,721 shares; 2024Q4: 8,636 shares; 2025Q1: 10,296 shares; 2025Q2: 6,271 shares; 2025Q3: 11,097 shares; 2025Q4: 12,838 shares; 2026Q1: 11,505 shares 11,505 $784K 0.07% -1,333 Timeline IEI 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: 2,715 shares; 2024Q4: 2,634 shares; 2025Q1: 3,951 shares; 2025Q2: 4,466 shares; 2025Q3: 6,306 shares; 2025Q4: 6,525 shares; 2026Q1: 6,591 shares 6,591 $782K 0.07% +66 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 8,688 shares; 2025Q1: 8,688 shares; 2025Q2: 8,688 shares; 2025Q3: 8,194 shares; 2025Q4: 8,194 shares; 2026Q1: 8,086 shares 8,086 $772K 0.07% -108 Timeline TOTL 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: 11,083 shares; 2024Q4: 14,043 shares; 2025Q1: 13,944 shares; 2025Q2: 16,621 shares; 2025Q3: 17,555 shares; 2025Q4: 19,488 shares; 2026Q1: 19,420 shares 19,420 $772K 0.07% -68 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 4,192 shares; 2025Q1: 3,756 shares; 2025Q2: 4,319 shares; 2025Q3: 3,966 shares; 2025Q4: 4,170 shares; 2026Q1: 4,040 shares 4,040 $766K 0.07% -130 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 1,969 shares; 2025Q1: 8,794 shares; 2025Q2: 10,824 shares; 2025Q3: 15,108 shares; 2025Q4: 17,304 shares; 2026Q1: 9,874 shares 9,874 $762K 0.07% -7,430 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: 7,544 shares; 2024Q4: 7,643 shares; 2025Q1: 8,805 shares; 2025Q2: 7,942 shares; 2025Q3: 7,664 shares; 2025Q4: 7,474 shares; 2026Q1: 6,940 shares 6,940 $761K 0.07% -534 Timeline IGF 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: 10,270 shares; 2025Q2: 10,324 shares; 2025Q3: 10,259 shares; 2025Q4: 10,783 shares; 2026Q1: 11,254 shares 11,254 $754K 0.07% +471 Timeline PAVE 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: 15,920 shares; 2024Q4: 14,585 shares; 2025Q1: 15,217 shares; 2025Q2: 14,683 shares; 2025Q3: 13,075 shares; 2025Q4: 13,494 shares; 2026Q1: 14,756 shares 14,756 $750K 0.07% +1,262 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: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 1,058 shares; 2025Q4: 5,333 shares; 2026Q1: 5,561 shares 5,561 $749K 0.07% +228 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 1,866 shares; 2025Q1: 541 shares; 2025Q2: 2,426 shares; 2025Q3: 3,351 shares; 2025Q4: 3,209 shares; 2026Q1: 10,561 shares 10,561 $748K 0.07% +7,352 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: 175 shares; 2024Q4: 176 shares; 2025Q1: 269 shares; 2025Q2: 265 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 176 shares 176 $740K 0.07% -83 Timeline LAKK LLC LAKK LLC More: the full row for LAKK LLC 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 shares; 2026Q1: 1 shares 1 $740K 0.07% 0 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 11,686 shares; 2025Q1: 11,787 shares; 2025Q2: 11,832 shares; 2025Q3: 11,758 shares; 2025Q4: 10,665 shares; 2026Q1: 10,298 shares 10,298 $740K 0.07% -367 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: 10,484 shares; 2024Q4: 10,485 shares; 2025Q1: 11,025 shares; 2025Q2: 10,933 shares; 2025Q3: 7,547 shares; 2025Q4: 8,248 shares; 2026Q1: 7,926 shares 7,926 $737K 0.07% -322 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,840 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 12,571 shares 12,571 $736K 0.07% +10,504 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: 3,312 shares; 2024Q4: 3,337 shares; 2025Q1: 3,460 shares; 2025Q2: 3,530 shares; 2025Q3: 3,661 shares; 2025Q4: 2,887 shares; 2026Q1: 2,827 shares 2,827 $736K 0.07% -60 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: 6,062 shares; 2024Q4: 6,062 shares; 2025Q1: 6,735 shares; 2025Q2: 6,657 shares; 2025Q3: 9,795 shares; 2025Q4: 8,568 shares; 2026Q1: 8,461 shares 8,461 $733K 0.07% -107 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 4,472 shares; 2025Q1: 5,418 shares; 2025Q2: 4,889 shares; 2025Q3: 5,847 shares; 2025Q4: 5,570 shares; 2026Q1: 5,508 shares 5,508 $730K 0.07% -62 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 14,775 shares; 2026Q1: 28,456 shares 28,456 $728K 0.06% +13,681 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 5,028 shares; 2025Q1: 7,938 shares; 2025Q2: 7,689 shares; 2025Q3: 8,961 shares; 2025Q4: 8,502 shares; 2026Q1: 7,686 shares 7,686 $727K 0.06% -816 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: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 7,152 shares; 2025Q2: 7,432 shares; 2025Q3: 8,337 shares; 2025Q4: 8,737 shares; 2026Q1: 8,977 shares 8,977 $724K 0.06% +240 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: 20,849 shares; 2024Q4: 21,548 shares; 2025Q1: 22,168 shares; 2025Q2: 21,838 shares; 2025Q3: 16,076 shares; 2025Q4: 13,404 shares; 2026Q1: 13,913 shares 13,913 $724K 0.06% +509 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,641 shares; 2024Q4: 13,366 shares; 2025Q1: 17,911 shares; 2025Q2: 14,477 shares; 2025Q3: 42,116 shares; 2025Q4: 44,241 shares; 2026Q1: 27,558 shares 27,558 $722K 0.06% -16,683 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,744 shares; 2025Q1: 3,753 shares; 2025Q2: 4,204 shares; 2025Q3: 4,040 shares; 2025Q4: 2,324 shares; 2026Q1: 7,284 shares 7,284 $721K 0.06% +4,960 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 4,893 shares; 2025Q1: 5,069 shares; 2025Q2: 4,986 shares; 2025Q3: 4,984 shares; 2025Q4: 5,024 shares; 2026Q1: 4,933 shares 4,933 $719K 0.06% -91 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,705 shares; 2025Q4: 14,263 shares; 2026Q1: 14,263 shares 14,263 $718K 0.06% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 16,696 shares; 2025Q1: 16,631 shares; 2025Q2: 16,075 shares; 2025Q3: 16,075 shares; 2025Q4: 17,275 shares; 2026Q1: 14,200 shares 14,200 $717K 0.06% -3,075 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: 5,389 shares; 2024Q4: 5,952 shares; 2025Q1: 5,848 shares; 2025Q2: 5,820 shares; 2025Q3: 5,891 shares; 2025Q4: 5,836 shares; 2026Q1: 6,164 shares 6,164 $714K 0.06% +328 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: 5,227 shares; 2024Q4: 3,189 shares; 2025Q1: 3,285 shares; 2025Q2: 2,844 shares; 2025Q3: 2,843 shares; 2025Q4: 3,105 shares; 2026Q1: 2,920 shares 2,920 $713K 0.06% -185 Timeline Dale Distribution Center LLC Dale Distribution Center LLC More: the full row for Dale Distribution Center LLC 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 shares; 2026Q1: 1 shares 1 $712K 0.06% 0 HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 7,148 shares; 2025Q1: 5,955 shares; 2025Q2: 8,955 shares; 2025Q3: 11,640 shares; 2025Q4: 12,576 shares; 2026Q1: 8,944 shares 8,944 $712K 0.06% -3,632 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 20,036 shares; 2025Q1: 24,786 shares; 2025Q2: 24,036 shares; 2025Q3: 25,036 shares; 2025Q4: 26,536 shares; 2026Q1: 26,036 shares 26,036 $709K 0.06% -500 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,573 shares; 2024Q4: 4,073 shares; 2025Q1: 4,673 shares; 2025Q2: 13,404 shares; 2025Q3: 14,575 shares; 2025Q4: 12,166 shares; 2026Q1: 6,424 shares 6,424 $709K 0.06% -5,742 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 13,248 shares; 2025Q4: 16,248 shares; 2026Q1: 16,248 shares 16,248 $704K 0.06% 0 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: 16,667 shares; 2024Q4: 16,758 shares; 2025Q1: 20,707 shares; 2025Q2: 20,773 shares; 2025Q3: 20,773 shares; 2025Q4: 19,015 shares; 2026Q1: 18,515 shares 18,515 $701K 0.06% -500 Timeline 110 Rio Bravo LLC 110 Rio Bravo LLC More: the full row for 110 Rio Bravo LLC 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 shares; 2026Q1: 1 shares 1 $700K 0.06% 0 IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 8,807 shares; 2025Q1: 9,464 shares; 2025Q2: 8,961 shares; 2025Q3: 6,667 shares; 2025Q4: 9,984 shares; 2026Q1: 13,122 shares 13,122 $698K 0.06% +3,138 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 30,667 shares; 2025Q1: 29,667 shares; 2025Q2: 29,667 shares; 2025Q3: 29,667 shares; 2025Q4: 30,667 shares; 2026Q1: 30,667 shares 30,667 $696K 0.06% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,334 shares; 2025Q1: 4,678 shares; 2025Q2: 5,788 shares; 2025Q3: 9,608 shares; 2025Q4: 9,533 shares; 2026Q1: 9,157 shares 9,157 $694K 0.06% -376 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: 5,292 shares; 2024Q4: 5,288 shares; 2025Q1: 4,329 shares; 2025Q2: 4,416 shares; 2025Q3: 5,056 shares; 2025Q4: 6,064 shares; 2026Q1: 6,239 shares 6,239 $689K 0.06% +175 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 109 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 974 shares 974 $684K 0.06% +931 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,604 shares; 2025Q3: 10,604 shares; 2025Q4: 18,021 shares; 2026Q1: 18,385 shares 18,385 $684K 0.06% +364 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8,671 shares; 2025Q1: 8,595 shares; 2025Q2: 7,543 shares; 2025Q3: 8,840 shares; 2025Q4: 7,045 shares; 2026Q1: 5,732 shares 5,732 $680K 0.06% -1,313 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 7,187 shares; 2025Q1: 7,187 shares; 2025Q2: 6,309 shares; 2025Q3: 6,309 shares; 2025Q4: 6,309 shares; 2026Q1: 6,309 shares 6,309 $673K 0.06% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,176 shares; 2025Q1: 7,917 shares; 2025Q2: 10,593 shares; 2025Q3: 12,401 shares; 2025Q4: 7,731 shares; 2026Q1: 6,490 shares 6,490 $671K 0.06% -1,241 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 12,129 shares; 2025Q2: 12,129 shares; 2025Q3: 12,129 shares; 2025Q4: 13,349 shares; 2026Q1: 18,677 shares 18,677 $671K 0.06% +5,328 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,444 shares; 2025Q1: 3,369 shares; 2025Q2: 3,280 shares; 2025Q3: 3,408 shares; 2025Q4: 1,774 shares; 2026Q1: 1,762 shares 1,762 $669K 0.06% -12 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: 11,004 shares; 2024Q4: 10,997 shares; 2025Q1: 11,204 shares; 2025Q2: 11,074 shares; 2025Q3: 11,218 shares; 2025Q4: 11,660 shares; 2026Q1: 11,868 shares 11,868 $668K 0.06% +208 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: 5,670 shares; 2024Q4: 5,618 shares; 2025Q1: 4,948 shares; 2025Q2: 5,910 shares; 2025Q3: 6,205 shares; 2025Q4: 6,862 shares; 2026Q1: 6,921 shares 6,921 $668K 0.06% +59 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 11,510 shares; 2025Q1: 10,729 shares; 2025Q2: 10,049 shares; 2025Q3: 9,849 shares; 2025Q4: 15,949 shares; 2026Q1: 15,949 shares 15,949 $667K 0.06% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,628 shares; 2024Q4: 7,141 shares; 2025Q1: 16,248 shares; 2025Q2: 18,016 shares; 2025Q3: 20,941 shares; 2025Q4: 12,206 shares; 2026Q1: 13,304 shares 13,304 $663K 0.06% +1,098 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: 1,532 shares; 2024Q4: 1,439 shares; 2025Q1: 1,279 shares; 2025Q2: 757 shares; 2025Q3: 952 shares; 2025Q4: 962 shares; 2026Q1: 950 shares 950 $663K 0.06% -12 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: 7,380 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,280 shares; 2025Q3: 7,280 shares; 2025Q4: 6,845 shares; 2026Q1: 6,845 shares 6,845 $655K 0.06% 0 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: 5,902 shares; 2024Q4: 5,921 shares; 2025Q1: 5,764 shares; 2025Q2: 6,401 shares; 2025Q3: 7,955 shares; 2025Q4: 9,479 shares; 2026Q1: 12,526 shares 12,526 $654K 0.06% +3,047 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 4,732 shares; 2025Q1: 4,605 shares; 2025Q2: 5,174 shares; 2025Q3: 5,657 shares; 2025Q4: 5,522 shares; 2026Q1: 5,798 shares 5,798 $651K 0.06% +276 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 4,128 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares; 2026Q1: 11,400 shares 11,400 $646K 0.06% +8,355 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,640 shares 14,640 $643K 0.06% new 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: 571 shares; 2024Q4: 488 shares; 2025Q1: 536 shares; 2025Q2: 5,731 shares; 2025Q3: 7,467 shares; 2025Q4: 7,038 shares; 2026Q1: 6,928 shares 6,928 $639K 0.06% -110 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,678 shares; 2024Q4: 8,140 shares; 2025Q1: 8,190 shares; 2025Q2: 7,655 shares; 2025Q3: 6,289 shares; 2025Q4: 6,250 shares; 2026Q1: 6,528 shares 6,528 $638K 0.06% +278 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,370 shares; 2024Q4: 36,216 shares; 2025Q1: 25,434 shares; 2025Q2: 16,632 shares; 2025Q3: 16,947 shares; 2025Q4: 13,631 shares; 2026Q1: 13,957 shares 13,957 $632K 0.06% +326 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: 2,656 shares; 2024Q4: 2,538 shares; 2025Q1: 1,809 shares; 2025Q2: 1,677 shares; 2025Q3: 1,614 shares; 2025Q4: 1,602 shares; 2026Q1: 1,770 shares 1,770 $630K 0.06% +168 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: 1,945 shares; 2024Q4: 1,886 shares; 2025Q1: 1,933 shares; 2025Q2: 1,996 shares; 2025Q3: 2,055 shares; 2025Q4: 2,064 shares; 2026Q1: 1,997 shares 1,997 $627K 0.06% -67 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,014 shares; 2025Q1: 1,423 shares; 2025Q2: 1,760 shares; 2025Q3: 1,204 shares; 2025Q4: 1,338 shares; 2026Q1: 1,361 shares 1,361 $627K 0.06% +23 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 3,914 shares; 2025Q1: 3,957 shares; 2025Q2: 4,112 shares; 2025Q3: 6,510 shares; 2025Q4: 6,790 shares; 2026Q1: 6,748 shares 6,748 $625K 0.06% -42 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: 307 shares; 2024Q4: 628 shares; 2025Q1: 644 shares; 2025Q2: 1,827 shares; 2025Q3: 1,720 shares; 2025Q4: 1,706 shares; 2026Q1: 1,685 shares 1,685 $619K 0.06% -21 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,450 shares; 2025Q1: 2,189 shares; 2025Q2: 2,464 shares; 2025Q3: 2,248 shares; 2025Q4: 2,435 shares; 2026Q1: 2,129 shares 2,129 $618K 0.06% -306 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,050 shares; 2025Q1: 6,419 shares; 2025Q2: 7,538 shares; 2025Q3: 7,486 shares; 2025Q4: 6,599 shares; 2026Q1: 6,599 shares 6,599 $616K 0.06% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 9,606 shares; 2025Q1: 10,358 shares; 2025Q2: 10,464 shares; 2025Q3: 9,679 shares; 2025Q4: 9,823 shares; 2026Q1: 10,043 shares 10,043 $614K 0.05% +220 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 25,345 shares 25,345 $614K 0.05% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,010 shares; 2024Q4: 20,210 shares; 2025Q1: 17,318 shares; 2025Q2: 9,398 shares; 2025Q3: 14,060 shares; 2025Q4: 15,176 shares; 2026Q1: 12,078 shares 12,078 $612K 0.05% -3,098 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 31,419 shares; 2025Q1: 33,019 shares; 2025Q2: 15,060 shares; 2025Q3: 14,128 shares; 2025Q4: 13,138 shares; 2026Q1: 11,632 shares 11,632 $610K 0.05% -1,506 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 8,938 shares; 2025Q1: 9,728 shares; 2025Q2: 10,361 shares; 2025Q3: 13,632 shares; 2025Q4: 17,181 shares; 2026Q1: 21,400 shares 21,400 $608K 0.05% +4,219 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,253 shares; 2025Q1: 5,239 shares; 2025Q2: 4,875 shares; 2025Q3: 5,388 shares; 2025Q4: 3,949 shares; 2026Q1: 3,060 shares 3,060 $607K 0.05% -889 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 431 shares; 2025Q1: 560 shares; 2025Q2: 817 shares; 2025Q3: 707 shares; 2025Q4: 4,270 shares; 2026Q1: 5,800 shares 5,800 $606K 0.05% +1,530 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: 3,008 shares; 2024Q4: 2,729 shares; 2025Q1: 1,895 shares; 2025Q2: 1,836 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares; 2026Q1: 1,838 shares 1,838 $601K 0.05% -16 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,496 shares; 2025Q1: 3,680 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares 3,496 $600K 0.05% 0 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: 3,809 shares; 2024Q4: 3,719 shares; 2025Q1: 3,726 shares; 2025Q2: 3,726 shares; 2025Q3: 3,694 shares; 2025Q4: 3,694 shares; 2026Q1: 4,335 shares 4,335 $600K 0.05% +641 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,357 shares; 2025Q1: 2,360 shares; 2025Q2: 2,315 shares; 2025Q3: 2,296 shares; 2025Q4: 2,356 shares; 2026Q1: 2,120 shares 2,120 $596K 0.05% -236 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: 3,795 shares; 2024Q4: 4,186 shares; 2025Q1: 3,947 shares; 2025Q2: 3,959 shares; 2025Q3: 4,078 shares; 2025Q4: 4,524 shares; 2026Q1: 4,497 shares 4,497 $594K 0.05% -27 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 6,962 shares; 2025Q1: 6,962 shares; 2025Q2: 10,189 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares; 2026Q1: 9,863 shares 9,863 $587K 0.05% -179 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: 84 shares; 2024Q4: 84 shares; 2025Q1: 38 shares; 2025Q2: 13 shares; 2025Q3: 164 shares; 2025Q4: 67 shares; 2026Q1: 2,168 shares 2,168 $586K 0.05% +2,101 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,585 shares; 2025Q1: 7,098 shares; 2025Q2: 7,447 shares; 2025Q3: 11,110 shares; 2025Q4: 11,185 shares; 2026Q1: 11,703 shares 11,703 $586K 0.05% +518 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: 5,578 shares; 2024Q4: 6,878 shares; 2025Q1: 6,799 shares; 2025Q2: 7,684 shares; 2025Q3: 7,567 shares; 2025Q4: 8,993 shares; 2026Q1: 9,056 shares 9,056 $579K 0.05% +63 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: 3,233 shares; 2024Q4: 3,721 shares; 2025Q1: 3,866 shares; 2025Q2: 3,927 shares; 2025Q3: 3,760 shares; 2025Q4: 3,494 shares; 2026Q1: 3,654 shares 3,654 $574K 0.05% +160 Timeline ITM 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: 11,513 shares; 2024Q4: 12,833 shares; 2025Q1: 12,700 shares; 2025Q2: 12,715 shares; 2025Q3: 12,348 shares; 2025Q4: 12,345 shares; 2026Q1: 12,346 shares 12,346 $573K 0.05% +1 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: 2,913 shares; 2024Q4: 2,828 shares; 2025Q1: 2,856 shares; 2025Q2: 2,864 shares; 2025Q3: 2,604 shares; 2025Q4: 2,725 shares; 2026Q1: 2,637 shares 2,637 $573K 0.05% -88 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: 32,029 shares; 2024Q4: 30,507 shares; 2025Q1: 25,970 shares; 2025Q2: 25,063 shares; 2025Q3: 26,844 shares; 2025Q4: 16,986 shares; 2026Q1: 19,943 shares 19,943 $573K 0.05% +2,957 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 896 shares; 2025Q1: 913 shares; 2025Q2: 1,137 shares; 2025Q3: 1,136 shares; 2025Q4: 1,143 shares; 2026Q1: 1,278 shares 1,278 $568K 0.05% +135 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 477 shares; 2025Q1: 489 shares; 2025Q2: 1,346 shares; 2025Q3: 12,083 shares; 2025Q4: 12,410 shares; 2026Q1: 12,381 shares 12,381 $567K 0.05% -29 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,181 shares; 2025Q1: 5,100 shares; 2025Q2: 4,866 shares; 2025Q3: 4,839 shares; 2025Q4: 3,874 shares; 2026Q1: 3,874 shares 3,874 $565K 0.05% 0 Timeline HMOP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,527 shares 14,527 $563K 0.05% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,960 shares; 2024Q4: 41,934 shares; 2025Q1: 41,899 shares; 2025Q2: 40,059 shares; 2025Q3: 53,586 shares; 2025Q4: 54,267 shares; 2026Q1: 51,079 shares 51,079 $556K 0.05% -3,188 Timeline SMB 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: 46,196 shares; 2024Q4: 46,196 shares; 2025Q1: 46,196 shares; 2025Q2: 42,009 shares; 2025Q3: 41,380 shares; 2025Q4: 41,380 shares; 2026Q1: 32,060 shares 32,060 $555K 0.05% -9,320 Timeline BYLD 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: 24,530 shares 24,530 $553K 0.05% new 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: 11,337 shares; 2024Q4: 9,682 shares; 2025Q1: 7,906 shares; 2025Q2: 7,695 shares; 2025Q3: 7,414 shares; 2025Q4: 6,467 shares; 2026Q1: 6,474 shares 6,474 $552K 0.05% +7 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 5,005 shares; 2025Q1: 6,607 shares; 2025Q2: 4,001 shares; 2025Q3: 3,788 shares; 2025Q4: 7,499 shares; 2026Q1: 6,349 shares 6,349 $550K 0.05% -1,150 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,497 shares; 2025Q1: 11,497 shares; 2025Q2: 10,997 shares; 2025Q3: 10,997 shares; 2025Q4: 10,997 shares; 2026Q1: 10,997 shares 10,997 $550K 0.05% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,009 shares; 2025Q1: 8,753 shares; 2025Q2: 8,269 shares; 2025Q3: 5,907 shares; 2025Q4: 5,643 shares; 2026Q1: 5,846 shares 5,846 $550K 0.05% +203 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,234 shares; 2025Q1: 3,205 shares; 2025Q2: 3,978 shares; 2025Q3: 4,950 shares; 2025Q4: 5,309 shares; 2026Q1: 5,165 shares 5,165 $544K 0.05% -144 Timeline QGRO 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: 4,168 shares; 2024Q4: 4,177 shares; 2025Q1: 4,143 shares; 2025Q2: 4,170 shares; 2025Q3: 5,654 shares; 2025Q4: 4,845 shares; 2026Q1: 5,168 shares 5,168 $543K 0.05% +323 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,619 shares; 2025Q2: 2,734 shares; 2025Q3: 2,738 shares; 2025Q4: 2,738 shares; 2026Q1: 2,738 shares 2,738 $543K 0.05% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 42,413 shares; 2026Q1: 48,968 shares 48,968 $540K 0.05% +6,555 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 4,868 shares; 2025Q2: 13,309 shares; 2025Q3: 13,309 shares; 2025Q4: 14,342 shares; 2026Q1: 14,172 shares 14,172 $539K 0.05% -170 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 14,521 shares; 2025Q1: 14,159 shares; 2025Q2: 11,898 shares; 2025Q3: 9,550 shares; 2025Q4: 11,632 shares; 2026Q1: 12,259 shares 12,259 $534K 0.05% +627 Timeline VFLO 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: 2,007 shares; 2024Q4: 5,773 shares; 2025Q1: 12,684 shares; 2025Q2: 12,442 shares; 2025Q3: 12,675 shares; 2025Q4: 13,275 shares; 2026Q1: 13,529 shares 13,529 $534K 0.05% +254 Timeline PDP 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: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,468 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares 4,421 $534K 0.05% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,261 shares; 2025Q1: 1,288 shares; 2025Q2: 1,281 shares; 2025Q3: 1,159 shares; 2025Q4: 1,566 shares; 2026Q1: 1,561 shares 1,561 $533K 0.05% -5 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: 11,113 shares; 2024Q4: 10,382 shares; 2025Q1: 15,000 shares; 2025Q2: 10,332 shares; 2025Q3: 12,414 shares; 2025Q4: 10,095 shares; 2026Q1: 10,070 shares 10,070 $532K 0.05% -25 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 5,678 shares; 2025Q1: 4,636 shares; 2025Q2: 4,778 shares; 2025Q3: 4,103 shares; 2025Q4: 5,074 shares; 2026Q1: 5,287 shares 5,287 $530K 0.05% +213 Timeline PFFD 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: 39,769 shares; 2024Q4: 36,814 shares; 2025Q1: 33,462 shares; 2025Q2: 29,932 shares; 2025Q3: 29,932 shares; 2025Q4: 29,932 shares; 2026Q1: 28,732 shares 28,732 $529K 0.05% -1,200 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 9,510 shares; 2025Q1: 10,270 shares; 2025Q2: 10,548 shares; 2025Q3: 10,716 shares; 2025Q4: 10,694 shares; 2026Q1: 11,751 shares 11,751 $526K 0.05% +1,057 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,844 shares; 2025Q1: 2,465 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 7,398 shares; 2026Q1: 7,535 shares 7,535 $519K 0.05% +137 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,127 shares; 2025Q2: 4,127 shares; 2025Q3: 9,407 shares; 2025Q4: 9,407 shares; 2026Q1: 27,819 shares 27,819 $519K 0.05% +18,412 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 8,982 shares; 2025Q1: 10,115 shares; 2025Q2: 10,799 shares; 2025Q3: 10,765 shares; 2025Q4: 10,833 shares; 2026Q1: 12,233 shares 12,233 $518K 0.05% +1,400 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 8,320 shares; 2025Q3: 9,584 shares; 2025Q4: 8,792 shares; 2026Q1: 26,181 shares 26,181 $514K 0.05% +17,389 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: 11,078 shares; 2024Q4: 11,078 shares; 2025Q1: 11,078 shares; 2025Q2: 11,078 shares; 2025Q3: 10,882 shares; 2025Q4: 11,382 shares; 2026Q1: 11,382 shares 11,382 $514K 0.05% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 2,663 shares; 2026Q1: 9,788 shares 9,788 $513K 0.05% +7,125 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,636 shares; 2025Q1: 4,582 shares; 2025Q2: 4,369 shares; 2025Q3: 4,523 shares; 2025Q4: 5,067 shares; 2026Q1: 5,572 shares 5,572 $513K 0.05% +505 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 208 shares; 2025Q2: 182 shares; 2025Q3: 116 shares; 2025Q4: 7,316 shares; 2026Q1: 7,316 shares 7,316 $513K 0.05% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $512K 0.05% 0 Timeline XME 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,775 shares; 2025Q4: 2,439 shares; 2026Q1: 4,741 shares 4,741 $512K 0.05% +2,302 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 1,325 shares; 2025Q1: 3,428 shares; 2025Q2: 4,295 shares; 2025Q3: 4,089 shares; 2025Q4: 4,077 shares; 2026Q1: 4,077 shares 4,077 $512K 0.05% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 754 shares; 2025Q3: 755 shares; 2025Q4: 751 shares; 2026Q1: 939 shares 939 $511K 0.05% +188 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: 5,919 shares; 2024Q4: 5,857 shares; 2025Q1: 6,107 shares; 2025Q2: 6,316 shares; 2025Q3: 6,375 shares; 2025Q4: 7,199 shares; 2026Q1: 7,168 shares 7,168 $511K 0.05% -31 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: 2,320 shares; 2024Q4: 2,605 shares; 2025Q1: 2,269 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,896 shares; 2026Q1: 2,771 shares 2,771 $511K 0.05% -125 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,843 shares; 2025Q1: 15,603 shares; 2025Q2: 15,230 shares; 2025Q3: 10,184 shares; 2025Q4: 13,356 shares; 2026Q1: 22,079 shares 22,079 $508K 0.05% +8,723 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,788 shares; 2025Q1: 5,422 shares; 2025Q2: 4,969 shares; 2025Q3: 4,862 shares; 2025Q4: 5,612 shares; 2026Q1: 6,383 shares 6,383 $507K 0.05% +771 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 595 shares; 2025Q2: 10,397 shares; 2025Q3: 10,397 shares; 2025Q4: 13,993 shares; 2026Q1: 13,841 shares 13,841 $506K 0.05% -152 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: 788 shares; 2024Q4: 771 shares; 2025Q1: 1,000 shares; 2025Q2: 1,575 shares; 2025Q3: 1,912 shares; 2025Q4: 1,393 shares; 2026Q1: 1,273 shares 1,273 $506K 0.05% -120 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 2,786 shares; 2025Q2: 2,793 shares; 2025Q3: 2,838 shares; 2025Q4: 2,838 shares; 2026Q1: 2,455 shares 2,455 $505K 0.05% -383 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: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 1,570 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $504K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,686 shares; 2025Q1: 1,614 shares; 2025Q2: 3,073 shares; 2025Q3: 2,986 shares; 2025Q4: 2,745 shares; 2026Q1: 2,760 shares 2,760 $504K 0.04% +15 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,624 shares; 2026Q1: 15,611 shares 15,611 $498K 0.04% -13 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,770 shares; 2026Q1: 8,208 shares 8,208 $496K 0.04% +6,438 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 16,336 shares; 2025Q1: 15,746 shares; 2025Q2: 15,941 shares; 2025Q3: 17,040 shares; 2025Q4: 17,040 shares; 2026Q1: 17,040 shares 17,040 $490K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 8,792 shares; 2025Q1: 10,679 shares; 2025Q2: 7,604 shares; 2025Q3: 10,505 shares; 2025Q4: 7,184 shares; 2026Q1: 5,896 shares 5,896 $487K 0.04% -1,288 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,303 shares; 2025Q1: 7,303 shares; 2025Q2: 10,706 shares; 2025Q3: 8,836 shares; 2025Q4: 8,978 shares; 2026Q1: 6,131 shares 6,131 $486K 0.04% -2,847 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 7,039 shares; 2025Q1: 13,650 shares; 2025Q2: 12,343 shares; 2025Q3: 9,629 shares; 2025Q4: 11,356 shares; 2026Q1: 14,507 shares 14,507 $484K 0.04% +3,151 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,509 shares; 2024Q4: 12,549 shares; 2025Q1: 11,982 shares; 2025Q2: 16,187 shares; 2025Q3: 14,716 shares; 2025Q4: 2,863 shares; 2026Q1: 2,788 shares 2,788 $484K 0.04% -75 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,047 shares 18,047 $483K 0.04% +47 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,400 shares; 2025Q1: 29,747 shares; 2025Q2: 29,149 shares; 2025Q3: 28,781 shares; 2025Q4: 34,134 shares; 2026Q1: 33,158 shares 33,158 $482K 0.04% -976 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: 838 shares; 2024Q4: 930 shares; 2025Q1: 950 shares; 2025Q2: 2,323 shares; 2025Q3: 2,362 shares; 2025Q4: 2,295 shares; 2026Q1: 2,275 shares 2,275 $481K 0.04% -20 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 900 shares; 2025Q1: 1,519 shares; 2025Q2: 595 shares; 2025Q3: 1,357 shares; 2025Q4: 4,043 shares; 2026Q1: 4,331 shares 4,331 $480K 0.04% +288 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,347 shares; 2025Q3: 5,798 shares; 2025Q4: 6,651 shares; 2026Q1: 6,784 shares 6,784 $477K 0.04% +133 Timeline SPYD 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: 10,147 shares; 2024Q4: 7,582 shares; 2025Q1: 10,075 shares; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares; 2025Q4: 10,404 shares; 2026Q1: 10,394 shares 10,394 $473K 0.04% -10 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: 13,642 shares; 2024Q4: 8,981 shares; 2025Q1: 6,300 shares; 2025Q2: 7,337 shares; 2025Q3: 18,015 shares; 2025Q4: 8,376 shares; 2026Q1: 8,306 shares 8,306 $472K 0.04% -70 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: 1,179 shares; 2024Q4: 1,328 shares; 2025Q1: 1,082 shares; 2025Q2: 1,362 shares; 2025Q3: 1,511 shares; 2025Q4: 1,549 shares; 2026Q1: 1,497 shares 1,497 $470K 0.04% -52 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: 5,546 shares; 2024Q4: 16,389 shares; 2025Q1: 15,923 shares; 2025Q2: 15,976 shares; 2025Q3: 15,690 shares; 2025Q4: 15,106 shares; 2026Q1: 15,106 shares 15,106 $468K 0.04% 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: 10,255 shares; 2024Q4: 23,268 shares; 2025Q1: 16,063 shares; 2025Q2: 22,457 shares; 2025Q3: 21,955 shares; 2025Q4: 20,517 shares; 2026Q1: 18,889 shares 18,889 $468K 0.04% -1,628 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: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 7,552 shares; 2025Q2: 7,333 shares; 2025Q3: 7,548 shares; 2025Q4: 7,592 shares; 2026Q1: 7,485 shares 7,485 $467K 0.04% -107 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 5,943 shares; 2025Q1: 7,983 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 9,033 shares; 2026Q1: 9,033 shares 9,033 $466K 0.04% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 9,943 shares 9,943 $466K 0.04% +7,844 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 430 shares; 2025Q2: 390 shares; 2025Q3: 382 shares; 2025Q4: 373 shares; 2026Q1: 368 shares 368 $464K 0.04% -5 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: 5,459 shares; 2024Q4: 4,175 shares; 2025Q1: 3,550 shares; 2025Q2: 3,161 shares; 2025Q3: 2,576 shares; 2025Q4: 2,571 shares; 2026Q1: 2,435 shares 2,435 $462K 0.04% -136 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: 4,861 shares; 2024Q4: 4,521 shares; 2025Q1: 3,861 shares; 2025Q2: 3,285 shares; 2025Q3: 2,896 shares; 2025Q4: 3,117 shares; 2026Q1: 3,301 shares 3,301 $460K 0.04% +184 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 3,474 shares; 2025Q2: 3,874 shares; 2025Q3: 6,891 shares; 2025Q4: 6,915 shares; 2026Q1: 9,160 shares 9,160 $455K 0.04% +2,245 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: 2,421 shares; 2024Q4: 2,132 shares; 2025Q1: 2,208 shares; 2025Q2: 2,018 shares; 2025Q3: 2,292 shares; 2025Q4: 1,772 shares; 2026Q1: 1,703 shares 1,703 $454K 0.04% -69 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: 18,578 shares; 2024Q4: 18,578 shares; 2025Q1: 22,976 shares; 2025Q2: 26,655 shares; 2025Q3: 26,259 shares; 2025Q4: 30,573 shares; 2026Q1: 25,143 shares 25,143 $453K 0.04% -5,430 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: 6,047 shares; 2024Q4: 5,479 shares; 2025Q1: 3,851 shares; 2025Q2: 3,483 shares; 2025Q3: 3,348 shares; 2025Q4: 5,664 shares; 2026Q1: 3,584 shares 3,584 $453K 0.04% -2,080 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: 1,137 shares; 2024Q4: 938 shares; 2025Q1: 921 shares; 2025Q2: 945 shares; 2025Q3: 943 shares; 2025Q4: 958 shares; 2026Q1: 956 shares 956 $452K 0.04% -2 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: 6,732 shares; 2024Q4: 6,711 shares; 2025Q1: 5,222 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 6,343 shares; 2026Q1: 6,343 shares 6,343 $451K 0.04% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 12,555 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 34,095 shares; 2025Q4: 37,395 shares; 2026Q1: 37,395 shares 37,395 $451K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,802 shares; 2025Q1: 2,539 shares; 2025Q2: 2,224 shares; 2025Q3: 2,068 shares; 2025Q4: 4,450 shares; 2026Q1: 4,136 shares 4,136 $451K 0.04% -314 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: 15,435 shares; 2024Q4: 15,435 shares; 2025Q1: 15,435 shares; 2025Q2: 12,356 shares; 2025Q3: 9,274 shares; 2025Q4: 9,274 shares; 2026Q1: 9,274 shares 9,274 $449K 0.04% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 2,842 shares; 2025Q1: 5,098 shares; 2025Q2: 3,719 shares; 2025Q3: 4,689 shares; 2025Q4: 4,194 shares; 2026Q1: 3,997 shares 3,997 $448K 0.04% -197 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: 4,613 shares; 2024Q4: 4,613 shares; 2025Q1: 4,613 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 5,963 shares; 2026Q1: 5,963 shares 5,963 $446K 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 267 shares; 2025Q1: 235 shares; 2025Q2: 234 shares; 2025Q3: 231 shares; 2025Q4: 230 shares; 2026Q1: 258 shares 258 $446K 0.04% +28 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 11,025 shares; 2025Q1: 11,229 shares; 2025Q2: 11,174 shares; 2025Q3: 11,191 shares; 2025Q4: 11,289 shares; 2026Q1: 11,629 shares 11,629 $444K 0.04% +340 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: 4,092 shares; 2024Q4: 4,407 shares; 2025Q1: 5,168 shares; 2025Q2: 5,415 shares; 2025Q3: 5,363 shares; 2025Q4: 5,267 shares; 2026Q1: 4,547 shares 4,547 $444K 0.04% -720 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 8,418 shares; 2025Q4: 8,418 shares; 2026Q1: 8,518 shares 8,518 $444K 0.04% +100 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 6,267 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 6,075 shares 6,075 $443K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 7,180 shares; 2025Q1: 7,513 shares; 2025Q2: 7,616 shares; 2025Q3: 6,973 shares; 2025Q4: 6,744 shares; 2026Q1: 6,241 shares 6,241 $441K 0.04% -503 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 10,171 shares; 2025Q3: 11,708 shares; 2025Q4: 11,428 shares; 2026Q1: 12,146 shares 12,146 $440K 0.04% +718 Timeline MOAT 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: 5,937 shares; 2024Q4: 4,956 shares; 2025Q1: 4,125 shares; 2025Q2: 7,196 shares; 2025Q3: 5,696 shares; 2025Q4: 6,107 shares; 2026Q1: 4,539 shares 4,539 $439K 0.04% -1,568 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 3,780 shares; 2025Q1: 8,751 shares; 2025Q2: 9,568 shares; 2025Q3: 9,585 shares; 2025Q4: 13,127 shares; 2026Q1: 17,662 shares 17,662 $437K 0.04% +4,535 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,249 shares; 2024Q4: 26,194 shares; 2025Q1: 22,227 shares; 2025Q2: 16,210 shares; 2025Q3: 15,096 shares; 2025Q4: 14,958 shares; 2026Q1: 14,537 shares 14,537 $437K 0.04% -421 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: 15,726 shares; 2024Q4: 16,726 shares; 2025Q1: 21,297 shares; 2025Q2: 9,769 shares; 2025Q3: 9,769 shares; 2025Q4: 10,685 shares; 2026Q1: 10,679 shares 10,679 $436K 0.04% -6 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: 4,623 shares; 2024Q4: 5,015 shares; 2025Q1: 4,921 shares; 2025Q2: 4,879 shares; 2025Q3: 4,888 shares; 2025Q4: 5,293 shares; 2026Q1: 5,164 shares 5,164 $432K 0.04% -129 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: 13,079 shares; 2024Q4: 13,079 shares; 2025Q1: 13,079 shares; 2025Q2: 13,079 shares; 2025Q3: 13,079 shares; 2025Q4: 10,889 shares; 2026Q1: 9,464 shares 9,464 $430K 0.04% -1,425 Timeline Shelton Funds/shelton Equit… Shelton Funds/shelton Equity In F More: the full row for Shelton Funds/shelton Equity In F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,779 shares 24,779 $430K 0.04% new JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 5,243 shares; 2025Q2: 3,777 shares; 2025Q3: 3,985 shares; 2025Q4: 4,561 shares; 2026Q1: 4,491 shares 4,491 $430K 0.04% -70 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,185 shares; 2026Q1: 25,512 shares 25,512 $427K 0.04% +19,327 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,069 shares; 2025Q1: 7,094 shares; 2025Q2: 8,606 shares; 2025Q3: 9,192 shares; 2025Q4: 9,486 shares; 2026Q1: 10,521 shares 10,521 $427K 0.04% +1,035 Timeline IJT 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: 4,708 shares; 2024Q4: 4,991 shares; 2025Q1: 3,669 shares; 2025Q2: 3,347 shares; 2025Q3: 3,514 shares; 2025Q4: 2,989 shares; 2026Q1: 2,946 shares 2,946 $426K 0.04% -43 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 2,122 shares; 2025Q1: 2,145 shares; 2025Q2: 2,343 shares; 2025Q3: 2,334 shares; 2025Q4: 1,976 shares; 2026Q1: 2,336 shares 2,336 $426K 0.04% +360 Timeline TFI 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: 23,011 shares; 2024Q4: 23,880 shares; 2025Q1: 1,974 shares; 2025Q2: 869 shares; 2025Q3: 2,367 shares; 2025Q4: 9,584 shares; 2026Q1: 9,365 shares 9,365 $425K 0.04% -219 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,145 shares; 2025Q1: 3,254 shares; 2025Q2: 3,211 shares; 2025Q3: 3,290 shares; 2025Q4: 3,348 shares; 2026Q1: 3,350 shares 3,350 $424K 0.04% +2 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,364 shares; 2025Q1: 1,724 shares; 2025Q2: 1,855 shares; 2025Q3: 1,766 shares; 2025Q4: 1,746 shares; 2026Q1: 1,696 shares 1,696 $422K 0.04% -50 Timeline