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: 792,243 shares; 2024Q4: 883,650 shares; 2025Q1: 942,321 shares; 2025Q2: 977,210 shares; 2025Q3: 1,034,703 shares; 2025Q4: 1,095,116 shares; 2026Q1: 1,128,423 shares 1,128,423 $734M 10.53% +33,307 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: 4,913,052 shares; 2024Q4: 5,678,998 shares; 2025Q1: 6,379,376 shares; 2025Q2: 6,753,466 shares; 2025Q3: 7,276,843 shares; 2025Q4: 7,953,607 shares; 2026Q1: 8,627,785 shares 8,627,785 $635M 9.12% +674,178 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: 3,039,873 shares; 2024Q4: 3,329,529 shares; 2025Q1: 3,572,104 shares; 2025Q2: 4,163,067 shares; 2025Q3: 4,361,062 shares; 2025Q4: 4,596,456 shares; 2026Q1: 4,678,255 shares 4,678,255 $424M 6.08% +81,799 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: 3,558,354 shares; 2024Q4: 4,016,863 shares; 2025Q1: 4,269,836 shares; 2025Q2: 4,601,657 shares; 2025Q3: 4,959,303 shares; 2025Q4: 5,330,417 shares; 2026Q1: 5,517,252 shares 5,517,252 $345M 4.95% +186,835 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,538,503 shares; 2024Q4: 4,103,950 shares; 2025Q1: 4,560,582 shares; 2025Q2: 4,806,043 shares; 2025Q3: 5,173,614 shares; 2025Q4: 5,635,531 shares; 2026Q1: 6,092,475 shares 6,092,475 $320M 4.6% +456,944 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628,551 shares; 2024Q4: 5,461,842 shares; 2025Q1: 6,129,103 shares; 2025Q2: 6,365,367 shares; 2025Q3: 6,927,240 shares; 2025Q4: 7,550,120 shares; 2026Q1: 7,825,736 shares 7,825,736 $288M 4.13% +275,616 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: 2,368,193 shares; 2024Q4: 2,571,156 shares; 2025Q1: 2,658,922 shares; 2025Q2: 2,788,890 shares; 2025Q3: 2,946,324 shares; 2025Q4: 3,104,414 shares; 2026Q1: 3,197,949 shares 3,197,949 $227M 3.26% +93,535 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: 1,659,864 shares; 2024Q4: 1,759,601 shares; 2025Q1: 1,825,973 shares; 2025Q2: 1,876,350 shares; 2025Q3: 1,985,217 shares; 2025Q4: 2,114,060 shares; 2026Q1: 2,212,485 shares 2,212,485 $196M 2.82% +98,425 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367,583 shares; 2024Q4: 1,516,182 shares; 2025Q1: 1,616,905 shares; 2025Q2: 1,623,192 shares; 2025Q3: 1,669,183 shares; 2025Q4: 1,712,037 shares; 2026Q1: 1,647,863 shares 1,647,863 $165M 2.36% -64,174 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: 1,602,655 shares; 2024Q4: 1,841,954 shares; 2025Q1: 2,024,208 shares; 2025Q2: 2,147,713 shares; 2025Q3: 2,336,312 shares; 2025Q4: 2,553,103 shares; 2026Q1: 2,779,808 shares 2,779,808 $163M 2.34% +226,705 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: 4,619,158 shares; 2024Q4: 4,514,586 shares; 2025Q1: 4,338,921 shares; 2025Q2: 4,341,699 shares; 2025Q3: 4,304,087 shares; 2025Q4: 4,249,910 shares; 2026Q1: 4,186,049 shares 4,186,049 $163M 2.33% -63,861 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988,104 shares; 2024Q4: 2,115,303 shares; 2025Q1: 2,032,839 shares; 2025Q2: 2,107,446 shares; 2025Q3: 2,162,432 shares; 2025Q4: 2,180,949 shares; 2026Q1: 2,232,848 shares 2,232,848 $161M 2.31% +51,899 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637,227 shares; 2024Q4: 1,788,851 shares; 2025Q1: 1,899,361 shares; 2025Q2: 1,952,602 shares; 2025Q3: 2,049,457 shares; 2025Q4: 2,140,794 shares; 2026Q1: 2,112,071 shares 2,112,071 $158M 2.26% -28,723 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: 1,726,205 shares; 2024Q4: 1,876,299 shares; 2025Q1: 2,013,453 shares; 2025Q2: 2,086,225 shares; 2025Q3: 2,191,550 shares; 2025Q4: 2,319,494 shares; 2026Q1: 2,391,980 shares 2,391,980 $129M 1.86% +72,486 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: 37,367 shares; 2024Q4: 39,219 shares; 2025Q1: 59,106 shares; 2025Q2: 174,334 shares; 2025Q3: 177,575 shares; 2025Q4: 181,961 shares; 2026Q1: 196,481 shares 196,481 $128M 1.84% +14,520 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: 1,666,055 shares; 2024Q4: 1,603,858 shares; 2025Q1: 1,488,918 shares; 2025Q2: 1,495,289 shares; 2025Q3: 1,497,427 shares; 2025Q4: 1,491,096 shares; 2026Q1: 1,448,030 shares 1,448,030 $117M 1.68% -43,066 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768,230 shares; 2024Q4: 2,981,741 shares; 2025Q1: 2,905,093 shares; 2025Q2: 2,905,237 shares; 2025Q3: 2,980,742 shares; 2025Q4: 2,997,998 shares; 2026Q1: 2,945,842 shares 2,945,842 $115M 1.65% -52,156 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: 94,476 shares; 2024Q4: 102,510 shares; 2025Q1: 119,108 shares; 2025Q2: 150,757 shares; 2025Q3: 155,299 shares; 2025Q4: 161,991 shares; 2026Q1: 178,783 shares 178,783 $107M 1.53% +16,792 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: 1,474,851 shares; 2024Q4: 1,635,467 shares; 2025Q1: 1,631,702 shares; 2025Q2: 1,568,128 shares; 2025Q3: 1,560,969 shares; 2025Q4: 1,544,139 shares; 2026Q1: 1,554,354 shares 1,554,354 $99.6M 1.43% +10,215 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496,240 shares; 2024Q4: 1,482,570 shares; 2025Q1: 1,404,527 shares; 2025Q2: 1,381,984 shares; 2025Q3: 1,357,553 shares; 2025Q4: 1,326,250 shares; 2026Q1: 1,220,939 shares 1,220,939 $98.4M 1.41% -105,311 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,060 shares; 2024Q4: 172,210 shares; 2025Q1: 177,153 shares; 2025Q2: 279,045 shares; 2025Q3: 283,554 shares; 2025Q4: 292,326 shares; 2026Q1: 301,871 shares 301,871 $76.6M 1.1% +9,545 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL 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: 0 shares; 2026Q1: 0 shares 0 $65.9M 0.95% 0 Amount filed as zero, left out of ratios. Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879,385 shares; 2024Q4: 963,744 shares; 2025Q1: 969,890 shares; 2025Q2: 989,643 shares; 2025Q3: 1,085,922 shares; 2025Q4: 1,143,541 shares; 2026Q1: 1,247,936 shares 1,247,936 $60M 0.86% +104,395 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 11,295 shares; 2025Q1: 2,008,177 shares; 2025Q2: 2,003,299 shares; 2025Q3: 1,960,206 shares; 2025Q4: 1,975,566 shares; 2026Q1: 1,989,152 shares 1,989,152 $51M 0.73% +13,586 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: not reported; 2024Q4: not reported; 2025Q1: 685,566 shares; 2025Q2: 676,057 shares; 2025Q3: 654,990 shares; 2025Q4: 661,354 shares; 2026Q1: 654,040 shares 654,040 $49.5M 0.71% -7,314 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: 351,934 shares; 2024Q4: 325,902 shares; 2025Q1: 336,637 shares; 2025Q2: 332,873 shares; 2025Q3: 331,080 shares; 2025Q4: 326,490 shares; 2026Q1: 330,815 shares 330,815 $47.1M 0.68% +4,325 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: 118,925 shares; 2024Q4: 117,860 shares; 2025Q1: 113,694 shares; 2025Q2: 142,991 shares; 2025Q3: 145,864 shares; 2025Q4: 146,422 shares; 2026Q1: 145,577 shares 145,577 $46.7M 0.67% -845 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835,535 shares; 2024Q4: 913,919 shares; 2025Q1: 913,267 shares; 2025Q2: 916,731 shares; 2025Q3: 977,662 shares; 2025Q4: 997,489 shares; 2026Q1: 1,047,592 shares 1,047,592 $44.2M 0.63% +50,103 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,352 shares; 2024Q4: 406,798 shares; 2025Q1: 431,610 shares; 2025Q2: 442,791 shares; 2025Q3: 473,679 shares; 2025Q4: 504,692 shares; 2026Q1: 533,868 shares 533,868 $42.5M 0.61% +29,176 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 282,438 shares; 2025Q2: 283,770 shares; 2025Q3: 293,161 shares; 2025Q4: 296,940 shares; 2026Q1: 290,904 shares 290,904 $42.2M 0.61% -6,036 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,507 shares; 2024Q4: 1,372,202 shares; 2025Q1: 1,318,150 shares; 2025Q2: 1,328,471 shares; 2025Q3: 1,366,373 shares; 2025Q4: 1,420,298 shares; 2026Q1: 1,520,694 shares 1,520,694 $40.5M 0.58% +100,396 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: 211,588 shares; 2024Q4: 226,285 shares; 2025Q1: 232,407 shares; 2025Q2: 509,251 shares; 2025Q3: 514,723 shares; 2025Q4: 522,494 shares; 2026Q1: 555,832 shares 555,832 $38.8M 0.56% +33,338 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: 124,954 shares; 2024Q4: 125,759 shares; 2025Q1: 126,637 shares; 2025Q2: 129,189 shares; 2025Q3: 128,664 shares; 2025Q4: 129,331 shares; 2026Q1: 126,833 shares 126,833 $37.9M 0.54% -2,498 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: 113,478 shares; 2024Q4: 125,064 shares; 2025Q1: 140,561 shares; 2025Q2: 159,645 shares; 2025Q3: 159,969 shares; 2025Q4: 165,510 shares; 2026Q1: 195,118 shares 195,118 $37.4M 0.54% +29,608 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: 94,862 shares; 2024Q4: 93,673 shares; 2025Q1: 88,442 shares; 2025Q2: 496,179 shares; 2025Q3: 503,196 shares; 2025Q4: 519,658 shares; 2026Q1: 540,245 shares 540,245 $36.5M 0.52% +20,587 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: 374,793 shares; 2024Q4: 448,426 shares; 2025Q1: 486,290 shares; 2025Q2: 512,987 shares; 2025Q3: 541,836 shares; 2025Q4: 573,108 shares; 2026Q1: 583,395 shares 583,395 $35.3M 0.51% +10,287 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: 87,087 shares; 2024Q4: 102,445 shares; 2025Q1: 109,738 shares; 2025Q2: 137,238 shares; 2025Q3: 168,711 shares; 2025Q4: 183,423 shares; 2026Q1: 194,884 shares 194,884 $34M 0.49% +11,461 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: 3,711 shares; 2024Q4: 5,077 shares; 2025Q1: 78,931 shares; 2025Q2: 80,124 shares; 2025Q3: 75,444 shares; 2025Q4: 75,837 shares; 2026Q1: 76,644 shares 76,644 $33.5M 0.48% +807 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: 89,942 shares; 2024Q4: 95,228 shares; 2025Q1: 102,460 shares; 2025Q2: 124,643 shares; 2025Q3: 126,289 shares; 2025Q4: 126,419 shares; 2026Q1: 126,682 shares 126,682 $33.2M 0.48% +263 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: 47,713 shares; 2024Q4: 49,514 shares; 2025Q1: 56,916 shares; 2025Q2: 79,789 shares; 2025Q3: 80,016 shares; 2025Q4: 77,205 shares; 2026Q1: 83,378 shares 83,378 $30.9M 0.44% +6,173 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: 161,419 shares; 2024Q4: 223,935 shares; 2025Q1: 235,331 shares; 2025Q2: 245,076 shares; 2025Q3: 253,509 shares; 2025Q4: 272,875 shares; 2026Q1: 285,179 shares 285,179 $28.3M 0.41% +12,304 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,948 shares; 2024Q4: 482,919 shares; 2025Q1: 500,937 shares; 2025Q2: 550,052 shares; 2025Q3: 545,097 shares; 2025Q4: 534,840 shares; 2026Q1: 512,125 shares 512,125 $28.2M 0.41% -22,715 Timeline SCHC 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: 616,102 shares; 2024Q4: 618,880 shares; 2025Q1: 614,140 shares; 2025Q2: 617,177 shares; 2025Q3: 613,387 shares; 2025Q4: 608,571 shares; 2026Q1: 604,213 shares 604,213 $28.2M 0.41% -4,358 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: 67,749 shares; 2024Q4: 81,440 shares; 2025Q1: 93,633 shares; 2025Q2: 129,107 shares; 2025Q3: 130,421 shares; 2025Q4: 141,735 shares; 2026Q1: 147,543 shares 147,543 $28M 0.4% +5,808 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: 630,340 shares; 2024Q4: 624,438 shares; 2025Q1: 597,716 shares; 2025Q2: 598,244 shares; 2025Q3: 588,547 shares; 2025Q4: 577,520 shares; 2026Q1: 600,699 shares 600,699 $27.4M 0.39% +23,179 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161,821 shares; 2024Q4: 1,144,983 shares; 2025Q1: 1,101,027 shares; 2025Q2: 1,077,645 shares; 2025Q3: 1,070,611 shares; 2025Q4: 1,060,628 shares; 2026Q1: 1,048,521 shares 1,048,521 $27.3M 0.39% -12,107 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: 96,432 shares; 2024Q4: 94,174 shares; 2025Q1: 89,897 shares; 2025Q2: 89,913 shares; 2025Q3: 90,280 shares; 2025Q4: 90,698 shares; 2026Q1: 90,740 shares 90,740 $26.1M 0.37% +42 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: 46,816 shares; 2024Q4: 49,644 shares; 2025Q1: 66,695 shares; 2025Q2: 100,855 shares; 2025Q3: 105,222 shares; 2025Q4: 103,312 shares; 2026Q1: 119,328 shares 119,328 $24.9M 0.36% +16,016 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,757 shares; 2024Q4: 164,089 shares; 2025Q1: 152,321 shares; 2025Q2: 284,186 shares; 2025Q3: 283,409 shares; 2025Q4: 289,090 shares; 2026Q1: 293,542 shares 293,542 $23M 0.33% +4,452 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: 283,628 shares; 2024Q4: 252,400 shares; 2025Q1: 242,653 shares; 2025Q2: 230,141 shares; 2025Q3: 221,799 shares; 2025Q4: 213,300 shares; 2026Q1: 210,983 shares 210,983 $21.8M 0.31% -2,317 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: 29,915 shares; 2024Q4: 28,528 shares; 2025Q1: 27,647 shares; 2025Q2: 163,073 shares; 2025Q3: 165,142 shares; 2025Q4: 168,644 shares; 2026Q1: 171,406 shares 171,406 $21.3M 0.31% +2,762 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,796 shares; 2024Q4: 175,163 shares; 2025Q1: 188,173 shares; 2025Q2: 195,104 shares; 2025Q3: 206,921 shares; 2025Q4: 218,783 shares; 2026Q1: 225,899 shares 225,899 $21.2M 0.3% +7,116 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: 480,831 shares; 2024Q4: 501,245 shares; 2025Q1: 536,476 shares; 2025Q2: 560,568 shares; 2025Q3: 600,768 shares; 2025Q4: 644,860 shares; 2026Q1: 679,894 shares 679,894 $20.6M 0.3% +35,034 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,556 shares; 2024Q4: 42,056 shares; 2025Q1: 51,651 shares; 2025Q2: 112,699 shares; 2025Q3: 113,915 shares; 2025Q4: 117,076 shares; 2026Q1: 136,998 shares 136,998 $20.4M 0.29% +19,922 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: 374,705 shares; 2024Q4: 362,925 shares; 2025Q1: 354,844 shares; 2025Q2: 347,277 shares; 2025Q3: 340,189 shares; 2025Q4: 337,137 shares; 2026Q1: 330,069 shares 330,069 $18.7M 0.27% -7,068 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: 18,074 shares; 2024Q4: 20,539 shares; 2025Q1: 24,423 shares; 2025Q2: 57,970 shares; 2025Q3: 59,619 shares; 2025Q4: 59,897 shares; 2026Q1: 61,941 shares 61,941 $17.8M 0.26% +2,044 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: 90,251 shares; 2024Q4: 93,590 shares; 2025Q1: 89,887 shares; 2025Q2: 92,744 shares; 2025Q3: 92,509 shares; 2025Q4: 92,503 shares; 2026Q1: 90,234 shares 90,234 $17.7M 0.25% -2,269 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,625 shares; 2024Q4: 138,972 shares; 2025Q1: 150,634 shares; 2025Q2: 266,092 shares; 2025Q3: 324,723 shares; 2025Q4: 404,280 shares; 2026Q1: 409,228 shares 409,228 $16.8M 0.24% +4,948 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,519 shares; 2024Q4: 216,480 shares; 2025Q1: 206,023 shares; 2025Q2: 235,741 shares; 2025Q3: 235,923 shares; 2025Q4: 245,340 shares; 2026Q1: 278,174 shares 278,174 $16.5M 0.24% +32,834 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: 242,114 shares; 2024Q4: 235,005 shares; 2025Q1: 231,048 shares; 2025Q2: 223,257 shares; 2025Q3: 212,678 shares; 2025Q4: 209,546 shares; 2026Q1: 205,297 shares 205,297 $16.2M 0.23% -4,249 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,057 shares; 2024Q4: 583,097 shares; 2025Q1: 570,014 shares; 2025Q2: 577,136 shares; 2025Q3: 588,389 shares; 2025Q4: 596,850 shares; 2026Q1: 628,836 shares 628,836 $15.3M 0.22% +31,986 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,151 shares; 2024Q4: 17,652 shares; 2025Q1: 20,748 shares; 2025Q2: 28,830 shares; 2025Q3: 31,851 shares; 2025Q4: 30,837 shares; 2026Q1: 31,197 shares 31,197 $14.9M 0.21% +360 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,102 shares; 2024Q4: 152,372 shares; 2025Q1: 139,267 shares; 2025Q2: 133,971 shares; 2025Q3: 134,196 shares; 2025Q4: 132,494 shares; 2026Q1: 135,194 shares 135,194 $14.9M 0.21% +2,700 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: 257,006 shares; 2024Q4: 249,357 shares; 2025Q1: 304,032 shares; 2025Q2: 283,107 shares; 2025Q3: 285,957 shares; 2025Q4: 286,957 shares; 2026Q1: 299,826 shares 299,826 $14.5M 0.21% +12,869 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: 19,718 shares; 2024Q4: 19,652 shares; 2025Q1: 19,406 shares; 2025Q2: 48,068 shares; 2025Q3: 46,521 shares; 2025Q4: 48,204 shares; 2026Q1: 48,338 shares 48,338 $14.2M 0.2% +134 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,627 shares; 2025Q1: 99,924 shares; 2025Q2: 156,379 shares; 2025Q3: 183,394 shares; 2025Q4: 199,595 shares; 2026Q1: 230,992 shares 230,992 $13.7M 0.2% +31,397 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: 10,258 shares; 2024Q4: 10,699 shares; 2025Q1: 11,187 shares; 2025Q2: 18,650 shares; 2025Q3: 17,770 shares; 2025Q4: 18,275 shares; 2026Q1: 18,072 shares 18,072 $12.8M 0.18% -203 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: 29,726 shares; 2024Q4: 31,683 shares; 2025Q1: 68,329 shares; 2025Q2: 54,245 shares; 2025Q3: 56,174 shares; 2025Q4: 58,915 shares; 2026Q1: 58,915 shares 58,915 $12.8M 0.18% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,567 shares; 2024Q4: 372,521 shares; 2025Q1: 369,260 shares; 2025Q2: 349,960 shares; 2025Q3: 364,007 shares; 2025Q4: 370,091 shares; 2026Q1: 366,393 shares 366,393 $12.4M 0.18% -3,698 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: 23,955 shares; 2024Q4: 24,554 shares; 2025Q1: 26,250 shares; 2025Q2: 29,481 shares; 2025Q3: 30,978 shares; 2025Q4: 32,555 shares; 2026Q1: 32,886 shares 32,886 $12.2M 0.18% +331 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: 15,303 shares; 2024Q4: 15,329 shares; 2025Q1: 15,584 shares; 2025Q2: 16,919 shares; 2025Q3: 17,581 shares; 2025Q4: 19,344 shares; 2026Q1: 19,885 shares 19,885 $11.5M 0.16% +541 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,397 shares; 2024Q4: 198,585 shares; 2025Q1: 197,195 shares; 2025Q2: 192,104 shares; 2025Q3: 189,884 shares; 2025Q4: 189,269 shares; 2026Q1: 195,635 shares 195,635 $11.1M 0.16% +6,366 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: 58,100 shares; 2024Q4: 62,547 shares; 2025Q1: 74,197 shares; 2025Q2: 87,734 shares; 2025Q3: 98,943 shares; 2025Q4: 113,405 shares; 2026Q1: 135,838 shares 135,838 $10.8M 0.15% +22,433 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,660 shares; 2024Q4: 78,608 shares; 2025Q1: 79,716 shares; 2025Q2: 135,158 shares; 2025Q3: 141,728 shares; 2025Q4: 138,188 shares; 2026Q1: 141,311 shares 141,311 $10.6M 0.15% +3,123 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,545 shares; 2024Q4: 436,684 shares; 2025Q1: 416,409 shares; 2025Q2: 410,078 shares; 2025Q3: 406,080 shares; 2025Q4: 397,722 shares; 2026Q1: 386,688 shares 386,688 $10.4M 0.15% -11,034 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: 31,779 shares; 2024Q4: 32,313 shares; 2025Q1: 38,743 shares; 2025Q2: 54,428 shares; 2025Q3: 75,986 shares; 2025Q4: 85,935 shares; 2026Q1: 97,569 shares 97,569 $10.4M 0.15% +11,634 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,953 shares; 2025Q1: 86,743 shares; 2025Q2: 110,134 shares; 2025Q3: 126,222 shares; 2025Q4: 141,871 shares; 2026Q1: 151,694 shares 151,694 $10.2M 0.15% +9,823 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: 24,986 shares; 2024Q4: 30,243 shares; 2025Q1: 37,171 shares; 2025Q2: 37,994 shares; 2025Q3: 44,320 shares; 2025Q4: 46,356 shares; 2026Q1: 46,258 shares 46,258 $9.52M 0.14% -98 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: 115,968 shares; 2024Q4: 116,103 shares; 2025Q1: 110,664 shares; 2025Q2: 108,207 shares; 2025Q3: 101,595 shares; 2025Q4: 99,643 shares; 2026Q1: 97,939 shares 97,939 $9.51M 0.14% -1,704 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: 75,413 shares; 2024Q4: 83,526 shares; 2025Q1: 103,009 shares; 2025Q2: 101,471 shares; 2025Q3: 104,182 shares; 2025Q4: 108,000 shares; 2026Q1: 113,796 shares 113,796 $9.4M 0.13% +5,796 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: 33,064 shares; 2024Q4: 30,714 shares; 2025Q1: 35,896 shares; 2025Q2: 59,037 shares; 2025Q3: 60,125 shares; 2025Q4: 58,150 shares; 2026Q1: 54,909 shares 54,909 $9.32M 0.13% -3,241 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: 5,328 shares; 2024Q4: 6,645 shares; 2025Q1: 7,184 shares; 2025Q2: 7,207 shares; 2025Q3: 6,946 shares; 2025Q4: 63,904 shares; 2026Q1: 120,818 shares 120,818 $9.25M 0.13% +56,914 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,715 shares; 2024Q4: 17,109 shares; 2025Q1: 15,134 shares; 2025Q2: 23,821 shares; 2025Q3: 23,548 shares; 2025Q4: 22,994 shares; 2026Q1: 25,506 shares 25,506 $9.09M 0.13% +2,512 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: 9,845 shares; 2024Q4: 10,779 shares; 2025Q1: 9,890 shares; 2025Q2: 19,738 shares; 2025Q3: 19,345 shares; 2025Q4: 19,491 shares; 2026Q1: 20,454 shares 20,454 $8.72M 0.13% +963 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: 6,306 shares; 2024Q4: 6,400 shares; 2025Q1: 8,025 shares; 2025Q2: 8,863 shares; 2025Q3: 8,965 shares; 2025Q4: 8,542 shares; 2026Q1: 8,661 shares 8,661 $8.63M 0.12% +119 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: 18,772 shares; 2024Q4: 23,888 shares; 2025Q1: 25,420 shares; 2025Q2: 31,028 shares; 2025Q3: 30,445 shares; 2025Q4: 28,080 shares; 2026Q1: 30,017 shares 30,017 $8.61M 0.12% +1,937 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,723 shares; 2024Q4: 144,428 shares; 2025Q1: 145,260 shares; 2025Q2: 155,482 shares; 2025Q3: 157,468 shares; 2025Q4: 161,589 shares; 2026Q1: 170,963 shares 170,963 $8.19M 0.12% +9,374 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: 16,738 shares; 2024Q4: 16,852 shares; 2025Q1: 17,010 shares; 2025Q2: 42,489 shares; 2025Q3: 42,402 shares; 2025Q4: 42,002 shares; 2026Q1: 41,961 shares 41,961 $8.09M 0.12% -41 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: 27,869 shares; 2024Q4: 31,744 shares; 2025Q1: 37,968 shares; 2025Q2: 50,959 shares; 2025Q3: 56,060 shares; 2025Q4: 59,612 shares; 2026Q1: 64,165 shares 64,165 $7.97M 0.11% +4,553 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,634 shares; 2025Q1: 5,470 shares; 2025Q2: 25,683 shares; 2025Q3: 26,179 shares; 2025Q4: 26,349 shares; 2026Q1: 26,256 shares 26,256 $7.94M 0.11% -93 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: 280,908 shares; 2024Q4: 287,264 shares; 2025Q1: 285,660 shares; 2025Q2: 285,217 shares; 2025Q3: 286,647 shares; 2025Q4: 290,776 shares; 2026Q1: 299,293 shares 299,293 $7.67M 0.11% +8,517 Timeline EWX 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: 96,964 shares; 2024Q4: 101,252 shares; 2025Q1: 119,961 shares; 2025Q2: 110,784 shares; 2025Q3: 111,009 shares; 2025Q4: 111,213 shares; 2026Q1: 114,454 shares 114,454 $7.57M 0.11% +3,241 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,071 shares; 2024Q4: 22,588 shares; 2025Q1: 23,774 shares; 2025Q2: 54,684 shares; 2025Q3: 54,296 shares; 2025Q4: 57,136 shares; 2026Q1: 58,997 shares 58,997 $7.1M 0.1% +1,861 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: 18,970 shares; 2024Q4: 17,431 shares; 2025Q1: 19,897 shares; 2025Q2: 28,037 shares; 2025Q3: 28,842 shares; 2025Q4: 27,229 shares; 2026Q1: 28,049 shares 28,049 $6.86M 0.1% +820 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: 35,558 shares; 2024Q4: 34,271 shares; 2025Q1: 33,915 shares; 2025Q2: 33,761 shares; 2025Q3: 34,098 shares; 2025Q4: 33,345 shares; 2026Q1: 32,291 shares 32,291 $6.82M 0.1% -1,054 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: 129,841 shares; 2024Q4: 132,338 shares; 2025Q1: 134,152 shares; 2025Q2: 133,396 shares; 2025Q3: 132,354 shares; 2025Q4: 131,739 shares; 2026Q1: 143,845 shares 143,845 $6.75M 0.1% +12,106 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,684 shares; 2024Q4: 119,942 shares; 2025Q1: 115,430 shares; 2025Q2: 107,037 shares; 2025Q3: 107,355 shares; 2025Q4: 107,421 shares; 2026Q1: 105,732 shares 105,732 $6.65M 0.1% -1,689 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,254 shares; 2024Q4: 55,795 shares; 2025Q1: 73,217 shares; 2025Q2: 106,761 shares; 2025Q3: 126,623 shares; 2025Q4: 154,488 shares; 2026Q1: 155,658 shares 155,658 $6.6M 0.09% +1,170 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 12,405 shares; 2025Q1: 12,612 shares; 2025Q2: 53,713 shares; 2025Q3: 54,784 shares; 2025Q4: 44,435 shares; 2026Q1: 44,350 shares 44,350 $6.52M 0.09% -85 Timeline PWZ 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: 57,235 shares; 2024Q4: 61,223 shares; 2025Q1: 60,579 shares; 2025Q2: 304,528 shares; 2025Q3: 290,789 shares; 2025Q4: 292,533 shares; 2026Q1: 271,638 shares 271,638 $6.48M 0.09% -20,895 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: 9,016 shares; 2024Q4: 8,267 shares; 2025Q1: 10,127 shares; 2025Q2: 18,080 shares; 2025Q3: 18,843 shares; 2025Q4: 19,836 shares; 2026Q1: 20,317 shares 20,317 $6.29M 0.09% +481 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,987 shares; 2025Q1: 2,642 shares; 2025Q2: 24,567 shares; 2025Q3: 24,803 shares; 2025Q4: 25,332 shares; 2026Q1: 25,770 shares 25,770 $6.09M 0.09% +438 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: 100,628 shares; 2024Q4: 101,650 shares; 2025Q1: 101,321 shares; 2025Q2: 100,864 shares; 2025Q3: 101,021 shares; 2025Q4: 105,746 shares; 2026Q1: 120,458 shares 120,458 $6.03M 0.09% +14,712 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: 4,282 shares; 2024Q4: 4,049 shares; 2025Q1: 4,416 shares; 2025Q2: 5,267 shares; 2025Q3: 5,980 shares; 2025Q4: 9,007 shares; 2026Q1: 10,232 shares 10,232 $5.85M 0.08% +1,225 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: 70,292 shares; 2024Q4: 199,576 shares; 2025Q1: 198,508 shares; 2025Q2: 193,220 shares; 2025Q3: 191,370 shares; 2025Q4: 190,087 shares; 2026Q1: 186,447 shares 186,447 $5.77M 0.08% -3,640 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: 8,290 shares; 2024Q4: 6,593 shares; 2025Q1: 9,430 shares; 2025Q2: 26,636 shares; 2025Q3: 27,558 shares; 2025Q4: 27,612 shares; 2026Q1: 28,770 shares 28,770 $5.73M 0.08% +1,158 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,628 shares; 2025Q1: 70,213 shares; 2025Q2: 130,975 shares; 2025Q3: 131,591 shares; 2025Q4: 132,482 shares; 2026Q1: 143,052 shares 143,052 $5.64M 0.08% +10,570 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: 41,134 shares; 2024Q4: 33,828 shares; 2025Q1: 48,750 shares; 2025Q2: 39,231 shares; 2025Q3: 48,200 shares; 2025Q4: 59,881 shares; 2026Q1: 111,371 shares 111,371 $5.56M 0.08% +51,490 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,264 shares; 2025Q1: 1,613 shares; 2025Q2: 10,897 shares; 2025Q3: 10,882 shares; 2025Q4: 11,138 shares; 2026Q1: 11,029 shares 11,029 $5.51M 0.08% -109 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: 10,918 shares; 2024Q4: 11,444 shares; 2025Q1: 11,691 shares; 2025Q2: 15,048 shares; 2025Q3: 15,221 shares; 2025Q4: 15,380 shares; 2026Q1: 15,794 shares 15,794 $5.19M 0.07% +414 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 8,449 shares; 2025Q1: 11,328 shares; 2025Q2: 14,772 shares; 2025Q3: 15,191 shares; 2025Q4: 37,344 shares; 2026Q1: 64,484 shares 64,484 $4.92M 0.07% +27,140 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,689 shares; 2025Q2: 30,915 shares; 2025Q3: 46,229 shares; 2025Q4: 59,637 shares; 2026Q1: 80,663 shares 80,663 $4.8M 0.07% +21,026 Timeline SCHH 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: 177,105 shares; 2024Q4: 173,986 shares; 2025Q1: 186,897 shares; 2025Q2: 198,592 shares; 2025Q3: 203,749 shares; 2025Q4: 207,156 shares; 2026Q1: 221,134 shares 221,134 $4.75M 0.07% +13,978 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: 2,354 shares; 2024Q4: 2,473 shares; 2025Q1: 3,037 shares; 2025Q2: 33,088 shares; 2025Q3: 34,219 shares; 2025Q4: 33,914 shares; 2026Q1: 36,208 shares 36,208 $4.74M 0.07% +2,294 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: 5,664 shares; 2024Q4: 6,517 shares; 2025Q1: 6,370 shares; 2025Q2: 19,962 shares; 2025Q3: 19,535 shares; 2025Q4: 19,593 shares; 2026Q1: 20,855 shares 20,855 $4.71M 0.07% +1,262 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: 29,965 shares; 2024Q4: 31,481 shares; 2025Q1: 32,379 shares; 2025Q2: 31,276 shares; 2025Q3: 31,457 shares; 2025Q4: 27,808 shares; 2026Q1: 25,525 shares 25,525 $4.7M 0.07% -2,283 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 3,407 shares; 2025Q1: 3,873 shares; 2025Q2: 4,514 shares; 2025Q3: 4,320 shares; 2025Q4: 4,469 shares; 2026Q1: 4,984 shares 4,984 $4.58M 0.07% +515 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,450 shares; 2024Q4: 31,931 shares; 2025Q1: 44,405 shares; 2025Q2: 72,913 shares; 2025Q3: 80,816 shares; 2025Q4: 109,056 shares; 2026Q1: 107,826 shares 107,826 $4.57M 0.07% -1,230 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 35,057 shares; 2025Q1: 34,738 shares; 2025Q2: 36,120 shares; 2025Q3: 36,192 shares; 2025Q4: 46,776 shares; 2026Q1: 46,724 shares 46,724 $4.54M 0.07% -52 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: 6,991 shares; 2024Q4: 7,380 shares; 2025Q1: 7,529 shares; 2025Q2: 9,564 shares; 2025Q3: 10,325 shares; 2025Q4: 18,030 shares; 2026Q1: 20,029 shares 20,029 $4.36M 0.06% +1,999 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: 68,130 shares; 2024Q4: 69,275 shares; 2025Q1: 70,326 shares; 2025Q2: 72,779 shares; 2025Q3: 71,708 shares; 2025Q4: 69,630 shares; 2026Q1: 73,501 shares 73,501 $4.35M 0.06% +3,871 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: 14,535 shares; 2024Q4: 16,276 shares; 2025Q1: 20,052 shares; 2025Q2: 21,765 shares; 2025Q3: 23,096 shares; 2025Q4: 19,751 shares; 2026Q1: 20,294 shares 20,294 $4.2M 0.06% +543 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: 5,105 shares; 2024Q4: 6,312 shares; 2025Q1: 5,948 shares; 2025Q2: 27,412 shares; 2025Q3: 28,417 shares; 2025Q4: 27,289 shares; 2026Q1: 26,733 shares 26,733 $4.15M 0.06% -556 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: 3,572 shares; 2024Q4: 3,674 shares; 2025Q1: 4,831 shares; 2025Q2: 15,876 shares; 2025Q3: 17,347 shares; 2025Q4: 16,690 shares; 2026Q1: 15,259 shares 15,259 $4.13M 0.06% -1,431 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: 5,793 shares; 2024Q4: 6,189 shares; 2025Q1: 6,663 shares; 2025Q2: 8,693 shares; 2025Q3: 8,648 shares; 2025Q4: 9,360 shares; 2026Q1: 9,557 shares 9,557 $4.11M 0.06% +197 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,919 shares; 2025Q1: 2,230 shares; 2025Q2: 2,500 shares; 2025Q3: 2,641 shares; 2025Q4: 30,242 shares; 2026Q1: 40,646 shares 40,646 $3.91M 0.06% +10,404 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 20,947 shares; 2025Q1: 20,527 shares; 2025Q2: 21,506 shares; 2025Q3: 21,501 shares; 2025Q4: 23,346 shares; 2026Q1: 23,484 shares 23,484 $3.88M 0.06% +138 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,411 shares; 2024Q4: 50,916 shares; 2025Q1: 55,717 shares; 2025Q2: 51,419 shares; 2025Q3: 48,380 shares; 2025Q4: 49,769 shares; 2026Q1: 48,649 shares 48,649 $3.81M 0.05% -1,120 Timeline SUSA ISHARES 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: 29,506 shares; 2025Q2: 30,047 shares; 2025Q3: 30,017 shares; 2025Q4: 29,801 shares; 2026Q1: 28,247 shares 28,247 $3.73M 0.05% -1,554 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,140 shares; 2024Q4: 26,980 shares; 2025Q1: 24,549 shares; 2025Q2: 24,669 shares; 2025Q3: 24,224 shares; 2025Q4: 23,195 shares; 2026Q1: 23,309 shares 23,309 $3.63M 0.05% +114 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: 13,072 shares; 2024Q4: 12,768 shares; 2025Q1: 14,531 shares; 2025Q2: 15,306 shares; 2025Q3: 14,456 shares; 2025Q4: 26,632 shares; 2026Q1: 26,698 shares 26,698 $3.55M 0.05% +66 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: 69,338 shares; 2024Q4: 113,958 shares; 2025Q1: 124,127 shares; 2025Q2: 130,646 shares; 2025Q3: 128,325 shares; 2025Q4: 153,551 shares; 2026Q1: 138,959 shares 138,959 $3.44M 0.05% -14,592 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: 6,107 shares; 2024Q4: 5,986 shares; 2025Q1: 6,025 shares; 2025Q2: 9,181 shares; 2025Q3: 9,754 shares; 2025Q4: 9,923 shares; 2026Q1: 9,854 shares 9,854 $3.38M 0.05% -69 Timeline GWX 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: 86,000 shares; 2024Q4: 87,608 shares; 2025Q1: 90,110 shares; 2025Q2: 86,906 shares; 2025Q3: 85,736 shares; 2025Q4: 84,479 shares; 2026Q1: 79,142 shares 79,142 $3.34M 0.05% -5,337 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: 10,093 shares; 2024Q4: 10,328 shares; 2025Q1: 10,317 shares; 2025Q2: 10,632 shares; 2025Q3: 10,634 shares; 2025Q4: 11,272 shares; 2026Q1: 10,076 shares 10,076 $3.25M 0.05% -1,196 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: 17,045 shares; 2024Q4: 24,300 shares; 2025Q1: 20,057 shares; 2025Q2: 21,941 shares; 2025Q3: 21,984 shares; 2025Q4: 21,171 shares; 2026Q1: 24,955 shares 24,955 $3.21M 0.05% +3,784 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: 3,193 shares; 2024Q4: 6,138 shares; 2025Q1: 6,738 shares; 2025Q2: 16,372 shares; 2025Q3: 17,111 shares; 2025Q4: 17,453 shares; 2026Q1: 14,917 shares 14,917 $3.21M 0.05% -2,536 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: not reported; 2024Q4: 4,136 shares; 2025Q1: 14,849 shares; 2025Q2: 17,575 shares; 2025Q3: 22,570 shares; 2025Q4: 31,114 shares; 2026Q1: 36,036 shares 36,036 $2.98M 0.04% +4,922 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: 9,511 shares; 2024Q4: 9,988 shares; 2025Q1: 10,769 shares; 2025Q2: 16,295 shares; 2025Q3: 14,412 shares; 2025Q4: 15,229 shares; 2026Q1: 21,051 shares 21,051 $2.98M 0.04% +5,822 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: 13,838 shares; 2024Q4: 9,124 shares; 2025Q1: 10,998 shares; 2025Q2: 16,923 shares; 2025Q3: 19,389 shares; 2025Q4: 18,289 shares; 2026Q1: 19,889 shares 19,889 $2.91M 0.04% +1,600 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: 3,279 shares; 2024Q4: 3,781 shares; 2025Q1: 4,326 shares; 2025Q2: 7,801 shares; 2025Q3: 8,381 shares; 2025Q4: 8,959 shares; 2026Q1: 9,282 shares 9,282 $2.88M 0.04% +323 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 9,281 shares; 2025Q1: 9,328 shares; 2025Q2: 9,677 shares; 2025Q3: 9,373 shares; 2025Q4: 9,544 shares; 2026Q1: 9,278 shares 9,278 $2.82M 0.04% -266 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: 3,839 shares; 2024Q4: 3,711 shares; 2025Q1: 4,567 shares; 2025Q2: 5,420 shares; 2025Q3: 5,378 shares; 2025Q4: 4,552 shares; 2026Q1: 4,634 shares 4,634 $2.8M 0.04% +82 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: 8,385 shares; 2024Q4: 8,981 shares; 2025Q1: 8,317 shares; 2025Q2: 14,680 shares; 2025Q3: 13,900 shares; 2025Q4: 13,368 shares; 2026Q1: 12,987 shares 12,987 $2.77M 0.04% -381 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: 3,935 shares; 2024Q4: 4,404 shares; 2025Q1: 4,147 shares; 2025Q2: 4,328 shares; 2025Q3: 4,021 shares; 2025Q4: 4,059 shares; 2026Q1: 4,038 shares 4,038 $2.75M 0.04% -21 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: 21,316 shares; 2024Q4: 19,240 shares; 2025Q1: 19,323 shares; 2025Q2: 20,822 shares; 2025Q3: 20,683 shares; 2025Q4: 17,990 shares; 2026Q1: 18,385 shares 18,385 $2.66M 0.04% +395 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: 6,268 shares; 2024Q4: 6,979 shares; 2025Q1: 8,883 shares; 2025Q2: 23,306 shares; 2025Q3: 23,331 shares; 2025Q4: 23,045 shares; 2026Q1: 24,145 shares 24,145 $2.48M 0.04% +1,100 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,530 shares; 2024Q4: 216,880 shares; 2025Q1: 235,437 shares; 2025Q2: 195,054 shares; 2025Q3: 169,269 shares; 2025Q4: 142,779 shares; 2026Q1: 134,801 shares 134,801 $2.47M 0.04% -7,978 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: 55,561 shares; 2024Q4: 53,493 shares; 2025Q1: 50,686 shares; 2025Q2: 48,521 shares; 2025Q3: 47,160 shares; 2025Q4: 45,367 shares; 2026Q1: 43,326 shares 43,326 $2.46M 0.04% -2,041 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: 8,573 shares; 2024Q4: 8,136 shares; 2025Q1: 8,365 shares; 2025Q2: 5,886 shares; 2025Q3: 5,851 shares; 2025Q4: 7,544 shares; 2026Q1: 7,563 shares 7,563 $2.42M 0.03% +19 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,343 shares; 2024Q4: 90,623 shares; 2025Q1: 89,290 shares; 2025Q2: 80,610 shares; 2025Q3: 79,355 shares; 2025Q4: 79,106 shares; 2026Q1: 77,847 shares 77,847 $2.37M 0.03% -1,259 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: 3,686 shares; 2024Q4: 3,716 shares; 2025Q1: 3,465 shares; 2025Q2: 5,781 shares; 2025Q3: 5,926 shares; 2025Q4: 9,637 shares; 2026Q1: 9,518 shares 9,518 $2.36M 0.03% -119 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: 3,355 shares; 2024Q4: 3,434 shares; 2025Q1: 3,732 shares; 2025Q2: 4,635 shares; 2025Q3: 6,069 shares; 2025Q4: 7,065 shares; 2026Q1: 6,885 shares 6,885 $2.33M 0.03% -180 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: 11,702 shares; 2024Q4: 12,247 shares; 2025Q1: 16,969 shares; 2025Q2: 25,181 shares; 2025Q3: 26,649 shares; 2025Q4: 30,970 shares; 2026Q1: 29,745 shares 29,745 $2.31M 0.03% -1,225 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: 1,551 shares; 2024Q4: 2,692 shares; 2025Q1: 3,397 shares; 2025Q2: 5,492 shares; 2025Q3: 5,888 shares; 2025Q4: 6,418 shares; 2026Q1: 6,641 shares 6,641 $2.24M 0.03% +223 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 7,857 shares; 2025Q1: 11,355 shares; 2025Q2: 13,708 shares; 2025Q3: 19,261 shares; 2025Q4: 18,897 shares; 2026Q1: 20,530 shares 20,530 $2.19M 0.03% +1,633 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: 16,652 shares; 2024Q4: 35,854 shares; 2025Q1: 33,082 shares; 2025Q2: 31,853 shares; 2025Q3: 32,321 shares; 2025Q4: 34,239 shares; 2026Q1: 33,025 shares 33,025 $2.18M 0.03% -1,214 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: 3,361 shares; 2024Q4: 3,503 shares; 2025Q1: 4,170 shares; 2025Q2: 4,822 shares; 2025Q3: 4,511 shares; 2025Q4: 5,509 shares; 2026Q1: 6,157 shares 6,157 $2.17M 0.03% +648 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,159 shares; 2025Q1: 1,032 shares; 2025Q2: 9,917 shares; 2025Q3: 9,653 shares; 2025Q4: 7,964 shares; 2026Q1: 7,907 shares 7,907 $2.14M 0.03% -57 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,824 shares; 2024Q4: 84,824 shares; 2025Q1: 84,824 shares; 2025Q2: 84,824 shares; 2025Q3: 84,824 shares; 2025Q4: 84,824 shares; 2026Q1: 84,824 shares 84,824 $2.11M 0.03% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 314 shares; 2025Q1: 311 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 311 shares; 2026Q1: 319 shares 319 $2.1M 0.03% +8 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 4,320 shares; 2025Q3: 4,629 shares; 2025Q4: 4,035 shares; 2026Q1: 4,195 shares 4,195 $2.08M 0.03% +160 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,557 shares; 2025Q3: 10,939 shares; 2025Q4: 11,731 shares; 2026Q1: 11,831 shares 11,831 $2.02M 0.03% +100 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: 3,707 shares; 2025Q1: 4,672 shares; 2025Q2: 7,858 shares; 2025Q3: 8,545 shares; 2025Q4: 8,762 shares; 2026Q1: 8,955 shares 8,955 $1.91M 0.03% +193 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,238 shares; 2025Q1: 5,029 shares; 2025Q2: 5,488 shares; 2025Q3: 7,023 shares; 2025Q4: 8,016 shares; 2026Q1: 9,389 shares 9,389 $1.91M 0.03% +1,373 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,157 shares; 2024Q4: 18,442 shares; 2025Q1: 20,800 shares; 2025Q2: 20,787 shares; 2025Q3: 18,930 shares; 2025Q4: 19,626 shares; 2026Q1: 19,352 shares 19,352 $1.9M 0.03% -274 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 18,184 shares; 2025Q1: 19,273 shares; 2025Q2: 38,351 shares; 2025Q3: 38,661 shares; 2025Q4: 38,996 shares; 2026Q1: 39,561 shares 39,561 $1.9M 0.03% +565 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: 28,424 shares; 2024Q4: 31,429 shares; 2025Q1: 34,287 shares; 2025Q2: 41,718 shares; 2025Q3: 44,405 shares; 2025Q4: 38,003 shares; 2026Q1: 38,500 shares 38,500 $1.88M 0.03% +497 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: 17,635 shares; 2024Q4: 17,890 shares; 2025Q1: 20,207 shares; 2025Q2: 20,993 shares; 2025Q3: 22,039 shares; 2025Q4: 23,016 shares; 2026Q1: 23,551 shares 23,551 $1.87M 0.03% +535 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: 25,942 shares; 2024Q4: 75,177 shares; 2025Q1: 75,502 shares; 2025Q2: 76,072 shares; 2025Q3: 75,741 shares; 2025Q4: 76,014 shares; 2026Q1: 74,647 shares 74,647 $1.87M 0.03% -1,367 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,021 shares; 2024Q4: 62,311 shares; 2025Q1: 47,266 shares; 2025Q2: 50,617 shares; 2025Q3: 51,012 shares; 2025Q4: 48,451 shares; 2026Q1: 52,685 shares 52,685 $1.87M 0.03% +4,234 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: 5,196 shares; 2024Q4: 4,877 shares; 2025Q1: 4,757 shares; 2025Q2: 5,865 shares; 2025Q3: 5,941 shares; 2025Q4: 8,082 shares; 2026Q1: 7,562 shares 7,562 $1.83M 0.03% -520 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,835 shares; 2024Q4: 12,442 shares; 2025Q1: 12,500 shares; 2025Q2: 14,056 shares; 2025Q3: 13,909 shares; 2025Q4: 13,855 shares; 2026Q1: 13,824 shares 13,824 $1.83M 0.03% -31 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: not reported; 2024Q4: not reported; 2025Q1: 4,731 shares; 2025Q2: 7,696 shares; 2025Q3: 11,225 shares; 2025Q4: 14,316 shares; 2026Q1: 19,121 shares 19,121 $1.82M 0.03% +4,805 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: 3,618 shares; 2024Q4: 3,664 shares; 2025Q1: 3,639 shares; 2025Q2: 3,704 shares; 2025Q3: 3,848 shares; 2025Q4: 5,106 shares; 2026Q1: 4,763 shares 4,763 $1.77M 0.03% -343 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,473 shares; 2024Q4: 17,518 shares; 2025Q1: 19,436 shares; 2025Q2: 20,821 shares; 2025Q3: 22,573 shares; 2025Q4: 12,772 shares; 2026Q1: 12,703 shares 12,703 $1.76M 0.03% -69 Timeline EEMS 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: 26,551 shares; 2024Q4: 26,020 shares; 2025Q1: 24,527 shares; 2025Q2: 25,237 shares; 2025Q3: 25,264 shares; 2025Q4: 25,420 shares; 2026Q1: 25,221 shares 25,221 $1.74M 0.03% -199 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: 7,220 shares; 2024Q4: 7,592 shares; 2025Q1: 8,502 shares; 2025Q2: 8,930 shares; 2025Q3: 9,204 shares; 2025Q4: 10,145 shares; 2026Q1: 10,871 shares 10,871 $1.74M 0.02% +726 Timeline RPG 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: 37,115 shares; 2024Q4: 37,115 shares; 2025Q1: 37,115 shares; 2025Q2: 37,075 shares; 2025Q3: 37,075 shares; 2025Q4: 37,136 shares; 2026Q1: 37,136 shares 37,136 $1.74M 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 11,424 shares; 2025Q1: 11,578 shares; 2025Q2: 11,513 shares; 2025Q3: 11,303 shares; 2025Q4: 11,443 shares; 2026Q1: 11,352 shares 11,352 $1.65M 0.02% -91 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: 439 shares; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 872 shares; 2025Q3: 911 shares; 2025Q4: 929 shares; 2026Q1: 1,239 shares 1,239 $1.64M 0.02% +310 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: 10,000 shares; 2024Q4: 14,156 shares; 2025Q1: 14,124 shares; 2025Q2: 15,232 shares; 2025Q3: 14,480 shares; 2025Q4: 16,535 shares; 2026Q1: 16,777 shares 16,777 $1.6M 0.02% +242 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: 11,585 shares; 2024Q4: 12,720 shares; 2025Q1: 12,305 shares; 2025Q2: 15,284 shares; 2025Q3: 14,834 shares; 2025Q4: 16,734 shares; 2026Q1: 16,541 shares 16,541 $1.59M 0.02% -193 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: 8,706 shares; 2024Q4: 8,921 shares; 2025Q1: 10,337 shares; 2025Q2: 10,331 shares; 2025Q3: 14,764 shares; 2025Q4: 16,474 shares; 2026Q1: 17,084 shares 17,084 $1.57M 0.02% +610 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,501 shares; 2024Q4: 18,447 shares; 2025Q1: 17,181 shares; 2025Q2: 17,307 shares; 2025Q3: 16,679 shares; 2025Q4: 16,287 shares; 2026Q1: 16,298 shares 16,298 $1.55M 0.02% +11 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,635 shares; 2025Q1: 5,771 shares; 2025Q2: 10,088 shares; 2025Q3: 10,515 shares; 2025Q4: 10,790 shares; 2026Q1: 13,694 shares 13,694 $1.5M 0.02% +2,904 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: 3,261 shares; 2024Q4: 3,384 shares; 2025Q1: 3,620 shares; 2025Q2: 4,135 shares; 2025Q3: 4,321 shares; 2025Q4: 5,076 shares; 2026Q1: 5,286 shares 5,286 $1.5M 0.02% +210 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 13,499 shares; 2025Q3: 13,499 shares; 2025Q4: 13,499 shares; 2026Q1: 13,499 shares 13,499 $1.49M 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,487 shares; 2025Q1: 9,274 shares; 2025Q2: 9,737 shares; 2025Q3: 9,985 shares; 2025Q4: 14,934 shares; 2026Q1: 15,571 shares 15,571 $1.46M 0.02% +637 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: 1,815 shares; 2024Q4: 2,058 shares; 2025Q1: 2,122 shares; 2025Q2: 2,285 shares; 2025Q3: 2,160 shares; 2025Q4: 2,198 shares; 2026Q1: 2,035 shares 2,035 $1.42M 0.02% -163 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: 20,463 shares; 2024Q4: 22,896 shares; 2025Q1: 29,463 shares; 2025Q2: 41,861 shares; 2025Q3: 40,402 shares; 2025Q4: 43,124 shares; 2026Q1: 48,988 shares 48,988 $1.42M 0.02% +5,864 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,676 shares; 2026Q1: 80,691 shares 80,691 $1.4M 0.02% -985 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: 1,709 shares; 2024Q4: 1,965 shares; 2025Q1: 2,822 shares; 2025Q2: 3,375 shares; 2025Q3: 3,677 shares; 2025Q4: 3,476 shares; 2026Q1: 4,045 shares 4,045 $1.38M 0.02% +569 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: 3,210 shares; 2024Q4: 4,014 shares; 2025Q1: 10,312 shares; 2025Q2: 11,486 shares; 2025Q3: 11,639 shares; 2025Q4: 12,385 shares; 2026Q1: 15,153 shares 15,153 $1.36M 0.02% +2,768 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: 5,032 shares; 2024Q4: 5,819 shares; 2025Q1: 8,810 shares; 2025Q2: 9,099 shares; 2025Q3: 9,195 shares; 2025Q4: 6,799 shares; 2026Q1: 9,742 shares 9,742 $1.32M 0.02% +2,943 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 23,478 shares; 2025Q1: 20,365 shares; 2025Q2: 22,460 shares; 2025Q3: 21,668 shares; 2025Q4: 22,529 shares; 2026Q1: 22,161 shares 22,161 $1.31M 0.02% -368 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 581 shares; 2025Q1: 829 shares; 2025Q2: 2,891 shares; 2025Q3: 3,330 shares; 2025Q4: 3,110 shares; 2026Q1: 2,906 shares 2,906 $1.3M 0.02% -204 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: 12,730 shares; 2024Q4: 10,815 shares; 2025Q1: 16,311 shares; 2025Q2: 24,610 shares; 2025Q3: 24,766 shares; 2025Q4: 23,023 shares; 2026Q1: 25,853 shares 25,853 $1.3M 0.02% +2,830 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,524 shares; 2025Q3: 57,081 shares; 2025Q4: 57,081 shares; 2026Q1: 57,081 shares 57,081 $1.29M 0.02% 0 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: 19,487 shares; 2024Q4: 19,545 shares; 2025Q1: 19,579 shares; 2025Q2: 28,222 shares; 2025Q3: 27,721 shares; 2025Q4: 27,760 shares; 2026Q1: 27,855 shares 27,855 $1.26M 0.02% +95 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: 503 shares; 2024Q4: 590 shares; 2025Q1: 745 shares; 2025Q2: 1,254 shares; 2025Q3: 1,272 shares; 2025Q4: 1,520 shares; 2026Q1: 1,475 shares 1,475 $1.25M 0.02% -45 Timeline MDYV 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: 17,665 shares; 2024Q4: 17,272 shares; 2025Q1: 16,674 shares; 2025Q2: 15,347 shares; 2025Q3: 15,153 shares; 2025Q4: 14,274 shares; 2026Q1: 14,424 shares 14,424 $1.23M 0.02% +150 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: 5,270 shares; 2024Q4: 7,808 shares; 2025Q1: 9,174 shares; 2025Q2: 12,437 shares; 2025Q3: 12,317 shares; 2025Q4: 14,944 shares; 2026Q1: 20,175 shares 20,175 $1.22M 0.02% +5,231 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: 10,982 shares; 2024Q4: 11,274 shares; 2025Q1: 9,657 shares; 2025Q2: 9,750 shares; 2025Q3: 9,295 shares; 2025Q4: 9,826 shares; 2026Q1: 8,271 shares 8,271 $1.21M 0.02% -1,555 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: not reported; 2024Q4: 8,395 shares; 2025Q1: 10,825 shares; 2025Q2: 25,310 shares; 2025Q3: 21,536 shares; 2025Q4: 21,409 shares; 2026Q1: 21,550 shares 21,550 $1.2M 0.02% +141 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 12,919 shares; 2025Q1: 11,302 shares; 2025Q2: 11,438 shares; 2025Q3: 11,282 shares; 2025Q4: 11,205 shares; 2026Q1: 12,377 shares 12,377 $1.18M 0.02% +1,172 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 2,060 shares; 2025Q1: 2,676 shares; 2025Q2: 3,541 shares; 2025Q3: 3,502 shares; 2025Q4: 3,722 shares; 2026Q1: 3,846 shares 3,846 $1.16M 0.02% +124 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: 9,755 shares; 2024Q4: 5,663 shares; 2025Q1: 8,081 shares; 2025Q2: 9,666 shares; 2025Q3: 9,776 shares; 2025Q4: 14,384 shares; 2026Q1: 15,287 shares 15,287 $1.16M 0.02% +903 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: 5,661 shares; 2024Q4: 6,397 shares; 2025Q1: 6,545 shares; 2025Q2: 7,028 shares; 2025Q3: 8,325 shares; 2025Q4: 9,009 shares; 2026Q1: 10,176 shares 10,176 $1.15M 0.02% +1,167 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 21,570 shares; 2025Q4: 21,951 shares; 2026Q1: 21,951 shares 21,951 $1.15M 0.02% 0 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: 11,323 shares; 2024Q4: 13,299 shares; 2025Q1: 13,893 shares; 2025Q2: 22,821 shares; 2025Q3: 22,857 shares; 2025Q4: 25,423 shares; 2026Q1: 25,127 shares 25,127 $1.14M 0.02% -296 Timeline BWX 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: 41,559 shares; 2024Q4: 45,106 shares; 2025Q1: 51,125 shares; 2025Q2: 48,524 shares; 2025Q3: 50,399 shares; 2025Q4: 49,432 shares; 2026Q1: 50,552 shares 50,552 $1.11M 0.02% +1,120 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: 4,408 shares; 2024Q4: 4,366 shares; 2025Q1: 4,249 shares; 2025Q2: 4,336 shares; 2025Q3: 4,329 shares; 2025Q4: 4,527 shares; 2026Q1: 4,488 shares 4,488 $1.1M 0.02% -39 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: 8,641 shares; 2024Q4: 8,547 shares; 2025Q1: 8,702 shares; 2025Q2: 9,197 shares; 2025Q3: 10,143 shares; 2025Q4: 10,705 shares; 2026Q1: 10,685 shares 10,685 $1.09M 0.02% -20 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: 5,127 shares; 2024Q4: 5,056 shares; 2025Q1: 7,942 shares; 2025Q2: 10,327 shares; 2025Q3: 9,950 shares; 2025Q4: 10,897 shares; 2026Q1: 12,629 shares 12,629 $1.08M 0.02% +1,732 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,476 shares; 2025Q3: 3,583 shares; 2025Q4: 3,792 shares; 2026Q1: 3,886 shares 3,886 $1.05M 0.02% +94 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: 32,321 shares; 2024Q4: 21,469 shares; 2025Q1: 21,244 shares; 2025Q2: 23,505 shares; 2025Q3: 22,075 shares; 2025Q4: 21,501 shares; 2026Q1: 23,814 shares 23,814 $1.05M 0.02% +2,313 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,216 shares; 2025Q2: 8,596 shares; 2025Q3: 11,322 shares; 2025Q4: 10,671 shares; 2026Q1: 11,267 shares 11,267 $1.05M 0.02% +596 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: 4,175 shares; 2024Q4: 4,205 shares; 2025Q1: 4,247 shares; 2025Q2: 4,523 shares; 2025Q3: 4,476 shares; 2025Q4: 4,758 shares; 2026Q1: 5,018 shares 5,018 $1.04M 0.01% +260 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 740 shares; 2025Q4: 1,144 shares; 2026Q1: 1,194 shares 1,194 $1.04M 0.01% +50 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: 5,548 shares; 2024Q4: 4,030 shares; 2025Q1: 4,366 shares; 2025Q2: 5,745 shares; 2025Q3: 5,828 shares; 2025Q4: 6,978 shares; 2026Q1: 7,887 shares 7,887 $1.04M 0.01% +909 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: 1,479 shares; 2024Q4: 1,505 shares; 2025Q1: 2,024 shares; 2025Q2: 2,163 shares; 2025Q3: 2,121 shares; 2025Q4: 2,245 shares; 2026Q1: 2,233 shares 2,233 $1.03M 0.01% -12 Timeline MDYG 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: 13,557 shares; 2024Q4: 13,184 shares; 2025Q1: 12,783 shares; 2025Q2: 11,935 shares; 2025Q3: 11,763 shares; 2025Q4: 10,352 shares; 2026Q1: 10,358 shares 10,358 $994K 0.01% +6 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,329 shares; 2025Q3: 5,914 shares; 2025Q4: 7,221 shares; 2026Q1: 8,693 shares 8,693 $986K 0.01% +1,472 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: 17,833 shares; 2024Q4: 17,859 shares; 2025Q1: 17,883 shares; 2025Q2: 17,911 shares; 2025Q3: 18,501 shares; 2025Q4: 18,522 shares; 2026Q1: 20,302 shares 20,302 $984K 0.01% +1,780 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,216 shares; 2025Q1: 4,242 shares; 2025Q2: 4,371 shares; 2025Q3: 4,419 shares; 2025Q4: 4,575 shares; 2026Q1: 4,742 shares 4,742 $980K 0.01% +167 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: 3,473 shares; 2025Q2: 4,640 shares; 2025Q3: 4,913 shares; 2025Q4: 6,282 shares; 2026Q1: 6,973 shares 6,973 $972K 0.01% +691 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: 767 shares; 2024Q4: 792 shares; 2025Q1: 1,010 shares; 2025Q2: 1,108 shares; 2025Q3: 1,130 shares; 2025Q4: 1,099 shares; 2026Q1: 1,121 shares 1,121 $970K 0.01% +22 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: 3,855 shares; 2024Q4: 4,041 shares; 2025Q1: 4,584 shares; 2025Q2: 5,110 shares; 2025Q3: 5,007 shares; 2025Q4: 8,943 shares; 2026Q1: 8,887 shares 8,887 $969K 0.01% -56 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: 629 shares; 2024Q4: 1,055 shares; 2025Q1: 2,178 shares; 2025Q2: 2,819 shares; 2025Q3: 2,979 shares; 2025Q4: 2,776 shares; 2026Q1: 2,927 shares 2,927 $962K 0.01% +151 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: 593 shares; 2024Q4: 620 shares; 2025Q1: 547 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 1,512 shares; 2026Q1: 1,491 shares 1,491 $920K 0.01% -21 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,317 shares; 2025Q1: 6,669 shares; 2025Q2: 8,544 shares; 2025Q3: 11,357 shares; 2025Q4: 11,939 shares; 2026Q1: 12,526 shares 12,526 $901K 0.01% +587 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,318 shares; 2025Q1: 7,819 shares; 2025Q2: 12,928 shares; 2025Q3: 12,947 shares; 2025Q4: 13,256 shares; 2026Q1: 12,536 shares 12,536 $889K 0.01% -720 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 4,717 shares; 2025Q1: 4,635 shares; 2025Q2: 4,263 shares; 2025Q3: 4,438 shares; 2025Q4: 4,242 shares; 2026Q1: 3,420 shares 3,420 $880K 0.01% -822 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,383 shares; 2025Q1: 1,526 shares; 2025Q2: 1,864 shares; 2025Q3: 1,832 shares; 2025Q4: 2,102 shares; 2026Q1: 2,467 shares 2,467 $879K 0.01% +365 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 1,050 shares; 2025Q2: 2,156 shares; 2025Q3: 2,331 shares; 2025Q4: 2,723 shares; 2026Q1: 2,920 shares 2,920 $852K 0.01% +197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 3,009 shares; 2025Q4: 3,365 shares; 2026Q1: 3,497 shares 3,497 $848K 0.01% +132 Timeline FELG 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: 21,246 shares; 2024Q4: 21,270 shares; 2025Q1: 21,296 shares; 2025Q2: 21,944 shares; 2025Q3: 22,847 shares; 2025Q4: 23,567 shares; 2026Q1: 22,591 shares 22,591 $847K 0.01% -976 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785 $847K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 934 shares; 2025Q4: 2,161 shares; 2026Q1: 2,581 shares 2,581 $841K 0.01% +420 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: 22,021 shares; 2024Q4: 24,966 shares; 2025Q1: 23,858 shares; 2025Q2: 33,041 shares; 2025Q3: 30,708 shares; 2025Q4: 30,650 shares; 2026Q1: 29,916 shares 29,916 $840K 0.01% -734 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: 5,949 shares; 2024Q4: 6,998 shares; 2025Q1: 7,300 shares; 2025Q2: 7,687 shares; 2025Q3: 7,738 shares; 2025Q4: 7,975 shares; 2026Q1: 7,516 shares 7,516 $833K 0.01% -459 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 2,505 shares; 2025Q2: 3,389 shares; 2025Q3: 3,761 shares; 2025Q4: 4,647 shares; 2026Q1: 5,010 shares 5,010 $825K 0.01% +363 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,248 shares; 2025Q3: 12,195 shares; 2025Q4: 12,747 shares; 2026Q1: 14,276 shares 14,276 $809K 0.01% +1,529 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,986 shares; 2025Q1: 5,261 shares; 2025Q2: 6,537 shares; 2025Q3: 6,537 shares; 2025Q4: 6,696 shares; 2026Q1: 6,696 shares 6,696 $809K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 10,185 shares; 2025Q1: 10,128 shares; 2025Q2: 11,289 shares; 2025Q3: 9,978 shares; 2025Q4: 9,866 shares; 2026Q1: 10,234 shares 10,234 $805K 0.01% +368 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 1,267 shares 1,267 $805K 0.01% +53 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 156 shares; 2025Q3: 170 shares; 2025Q4: 183 shares; 2026Q1: 190 shares 190 $802K 0.01% +7 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,483 shares; 2025Q1: 1,404 shares; 2025Q2: 1,586 shares; 2025Q3: 1,666 shares; 2025Q4: 2,268 shares; 2026Q1: 2,313 shares 2,313 $798K 0.01% +45 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 2,566 shares; 2025Q3: 2,907 shares; 2025Q4: 4,329 shares; 2026Q1: 4,596 shares 4,596 $791K 0.01% +267 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,670 shares; 2025Q3: 14,678 shares; 2025Q4: 16,099 shares; 2026Q1: 16,697 shares 16,697 $785K 0.01% +598 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 23,570 shares; 2025Q1: 27,601 shares; 2025Q2: 24,883 shares; 2025Q3: 26,164 shares; 2025Q4: 26,873 shares; 2026Q1: 26,633 shares 26,633 $776K 0.01% -240 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: 722 shares; 2024Q4: 784 shares; 2025Q1: 856 shares; 2025Q2: 993 shares; 2025Q3: 1,194 shares; 2025Q4: 5,961 shares; 2026Q1: 7,383 shares 7,383 $772K 0.01% +1,422 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: 2,572 shares; 2024Q4: 2,665 shares; 2025Q1: 3,124 shares; 2025Q2: 5,294 shares; 2025Q3: 6,357 shares; 2025Q4: 6,285 shares; 2026Q1: 7,962 shares 7,962 $768K 0.01% +1,677 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,152 shares; 2025Q3: 29,696 shares; 2025Q4: 30,131 shares; 2026Q1: 31,575 shares 31,575 $765K 0.01% +1,444 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,689 shares; 2025Q2: 7,415 shares; 2025Q3: 7,069 shares; 2025Q4: 7,101 shares; 2026Q1: 9,278 shares 9,278 $765K 0.01% +2,177 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,717 shares 6,717 $748K 0.01% new Timeline AOR ISHARES 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: 12,306 shares; 2025Q2: 12,410 shares; 2025Q3: 12,440 shares; 2025Q4: 12,622 shares; 2026Q1: 11,580 shares 11,580 $745K 0.01% -1,042 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 394 shares; 2025Q4: 782 shares; 2026Q1: 822 shares 822 $736K 0.01% +40 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,936 shares; 2025Q3: 29,578 shares; 2025Q4: 29,591 shares; 2026Q1: 29,591 shares 29,591 $734K 0.01% 0 Timeline PSK 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: 13,367 shares; 2024Q4: 14,516 shares; 2025Q1: 14,748 shares; 2025Q2: 24,323 shares; 2025Q3: 24,817 shares; 2025Q4: 24,128 shares; 2026Q1: 23,669 shares 23,669 $730K 0.01% -459 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,024 shares; 2025Q1: 14,369 shares; 2025Q2: 14,925 shares; 2025Q3: 16,449 shares; 2025Q4: 19,892 shares; 2026Q1: 18,999 shares 18,999 $730K 0.01% -893 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: 3,828 shares; 2024Q4: 3,707 shares; 2025Q1: 3,727 shares; 2025Q2: 4,313 shares; 2025Q3: 4,307 shares; 2025Q4: 4,280 shares; 2026Q1: 4,216 shares 4,216 $728K 0.01% -64 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: 1,926 shares; 2025Q1: 2,692 shares; 2025Q2: 4,251 shares; 2025Q3: 4,333 shares; 2025Q4: 5,665 shares; 2026Q1: 5,928 shares 5,928 $728K 0.01% +263 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,137 shares; 2025Q2: 10,890 shares; 2025Q3: 10,909 shares; 2025Q4: not reported; 2026Q1: 6,269 shares 6,269 $724K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 1,878 shares; 2025Q1: 1,973 shares; 2025Q2: 2,749 shares; 2025Q3: 2,698 shares; 2025Q4: 2,975 shares; 2026Q1: 2,465 shares 2,465 $722K 0.01% -510 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 785 shares; 2025Q1: 796 shares; 2025Q2: 1,074 shares; 2025Q3: 1,092 shares; 2025Q4: 1,247 shares; 2026Q1: 1,713 shares 1,713 $714K 0.01% +466 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: 1,044 shares; 2024Q4: 1,117 shares; 2025Q1: 1,144 shares; 2025Q2: 1,072 shares; 2025Q3: 1,325 shares; 2025Q4: 1,407 shares; 2026Q1: 1,437 shares 1,437 $707K 0.01% +30 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 415 shares; 2025Q2: 609 shares; 2025Q3: 1,804 shares; 2025Q4: 1,320 shares; 2026Q1: 1,623 shares 1,623 $702K 0.01% +303 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,132 shares; 2026Q1: 28,946 shares 28,946 $702K 0.01% +1,814 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: not reported; 2024Q4: 5,205 shares; 2025Q1: 5,006 shares; 2025Q2: 8,112 shares; 2025Q3: 10,725 shares; 2025Q4: 9,749 shares; 2026Q1: 8,998 shares 8,998 $694K 0.01% -751 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,584 shares; 2025Q1: 1,634 shares; 2025Q2: 1,699 shares; 2025Q3: 1,782 shares; 2025Q4: 1,891 shares; 2026Q1: 1,909 shares 1,909 $685K 0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: 8,463 shares; 2025Q2: 9,058 shares; 2025Q3: 10,070 shares; 2025Q4: 9,732 shares; 2026Q1: 9,157 shares 9,157 $681K 0.01% -575 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,350 shares; 2025Q2: 1,741 shares; 2025Q3: 2,106 shares; 2025Q4: 2,120 shares; 2026Q1: 4,229 shares 4,229 $678K 0.01% +2,109 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: 1,643 shares; 2024Q4: 1,655 shares; 2025Q1: 1,147 shares; 2025Q2: 2,631 shares; 2025Q3: 2,809 shares; 2025Q4: 3,191 shares; 2026Q1: 2,946 shares 2,946 $677K 0.01% -245 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: 4,602 shares; 2024Q4: 4,809 shares; 2025Q1: 4,390 shares; 2025Q2: 5,989 shares; 2025Q3: 5,323 shares; 2025Q4: 5,331 shares; 2026Q1: 5,280 shares 5,280 $676K 0.01% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,350 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400 $670K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,755 shares; 2025Q3: 6,382 shares; 2025Q4: 6,810 shares; 2026Q1: 7,409 shares 7,409 $670K 0.01% +599 Timeline VSGX 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: 10,735 shares; 2024Q4: 10,331 shares; 2025Q1: 10,349 shares; 2025Q2: 9,914 shares; 2025Q3: 9,951 shares; 2025Q4: 9,199 shares; 2026Q1: 9,219 shares 9,219 $661K 0.01% +20 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,669 shares; 2025Q3: 27,329 shares; 2025Q4: 27,714 shares; 2026Q1: 28,854 shares 28,854 $661K 0.01% +1,140 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 1,392 shares; 2025Q3: 1,519 shares; 2025Q4: 1,520 shares; 2026Q1: 1,847 shares 1,847 $661K 0.01% +327 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,521 shares; 2025Q1: 5,403 shares; 2025Q2: 5,418 shares; 2025Q3: 5,494 shares; 2025Q4: 4,886 shares; 2026Q1: 5,021 shares 5,021 $658K 0.01% +135 Timeline BKF 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: 17,704 shares; 2024Q4: 17,487 shares; 2025Q1: 16,807 shares; 2025Q2: 16,764 shares; 2025Q3: 16,764 shares; 2025Q4: 16,688 shares; 2026Q1: 15,973 shares 15,973 $650K 0.01% -715 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,962 shares; 2025Q1: 5,157 shares; 2025Q2: 5,512 shares; 2025Q3: 5,475 shares; 2025Q4: 5,585 shares; 2026Q1: 5,471 shares 5,471 $648K 0.01% -114 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,250 shares; 2025Q1: 2,582 shares; 2025Q2: 3,300 shares; 2025Q3: 3,177 shares; 2025Q4: 3,113 shares; 2026Q1: 3,311 shares 3,311 $643K 0.01% +198 Timeline JPMB 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: 14,389 shares; 2024Q4: 15,499 shares; 2025Q1: 13,974 shares; 2025Q2: 15,337 shares; 2025Q3: 15,828 shares; 2025Q4: 15,344 shares; 2026Q1: 16,348 shares 16,348 $642K 0.01% +1,004 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,974 shares; 2025Q2: 14,110 shares; 2025Q3: 15,055 shares; 2025Q4: 17,946 shares; 2026Q1: 17,405 shares 17,405 $641K 0.01% -541 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,028 shares 12,028 $640K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,934 shares; 2025Q2: 6,535 shares; 2025Q3: 7,300 shares; 2025Q4: 5,518 shares; 2026Q1: 6,845 shares 6,845 $637K 0.01% +1,327 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 11,375 shares; 2025Q1: 12,157 shares; 2025Q2: 12,210 shares; 2025Q3: 12,440 shares; 2025Q4: 10,743 shares; 2026Q1: 10,782 shares 10,782 $636K 0.01% +39 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,059 shares; 2025Q4: 1,074 shares; 2026Q1: 1,115 shares 1,115 $628K 0.01% +41 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 337 shares; 2025Q4: 392 shares; 2026Q1: 421 shares 421 $619K 0.01% +29 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,511 shares; 2025Q3: 2,645 shares; 2025Q4: 3,343 shares; 2026Q1: 4,010 shares 4,010 $613K 0.01% +667 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: 1,632 shares; 2025Q4: 2,425 shares; 2026Q1: 2,971 shares 2,971 $612K 0.01% +546 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 843 shares; 2025Q4: 994 shares; 2026Q1: 1,138 shares 1,138 $612K 0.01% +144 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,124 shares; 2025Q2: 13,183 shares; 2025Q3: 14,123 shares; 2025Q4: 14,054 shares; 2026Q1: 13,507 shares 13,507 $609K 0.01% -547 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: 8,765 shares; 2024Q4: 8,437 shares; 2025Q1: 6,871 shares; 2025Q2: 12,407 shares; 2025Q3: 12,420 shares; 2025Q4: 12,473 shares; 2026Q1: 12,341 shares 12,341 $609K 0.01% -132 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: 1,931 shares; 2024Q4: 1,686 shares; 2025Q1: 2,305 shares; 2025Q2: 2,799 shares; 2025Q3: 2,876 shares; 2025Q4: 2,965 shares; 2026Q1: 3,043 shares 3,043 $603K 0.01% +78 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,391 shares; 2025Q3: 4,852 shares; 2025Q4: 5,124 shares; 2026Q1: 5,201 shares 5,201 $598K 0.01% +77 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,357 shares; 2026Q1: 26,626 shares 26,626 $597K 0.01% +1,269 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,232 shares; 2025Q3: 3,959 shares; 2025Q4: 7,699 shares; 2026Q1: 8,593 shares 8,593 $596K 0.01% +894 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,265 shares; 2025Q1: 10,795 shares; 2025Q2: 10,754 shares; 2025Q3: 10,760 shares; 2025Q4: 8,737 shares; 2026Q1: 11,664 shares 11,664 $591K 0.01% +2,927 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,408 shares; 2025Q1: 2,339 shares; 2025Q2: 6,567 shares; 2025Q3: 6,567 shares; 2025Q4: 6,212 shares; 2026Q1: 6,251 shares 6,251 $591K 0.01% +39 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,858 shares; 2025Q1: not reported; 2025Q2: 11,934 shares; 2025Q3: 13,067 shares; 2025Q4: 13,969 shares; 2026Q1: 14,365 shares 14,365 $590K 0.01% +396 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,436 shares; 2025Q1: 2,949 shares; 2025Q2: 3,462 shares; 2025Q3: 3,868 shares; 2025Q4: 4,322 shares; 2026Q1: 4,970 shares 4,970 $590K 0.01% +648 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,465 shares; 2026Q1: 13,872 shares 13,872 $585K 0.01% +5,407 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares; 2026Q1: 1,779 shares 1,779 $582K 0.01% +61 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 8,895 shares; 2025Q1: 7,864 shares; 2025Q2: 8,079 shares; 2025Q3: 8,278 shares; 2025Q4: 8,934 shares; 2026Q1: 10,990 shares 10,990 $580K 0.01% +2,056 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: 6,469 shares; 2024Q4: 6,988 shares; 2025Q1: 7,528 shares; 2025Q2: 7,815 shares; 2025Q3: 8,492 shares; 2025Q4: 9,416 shares; 2026Q1: 10,924 shares 10,924 $568K 0.01% +1,508 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 924 shares; 2025Q2: 891 shares; 2025Q3: 1,034 shares; 2025Q4: 1,111 shares; 2026Q1: 1,449 shares 1,449 $566K 0.01% +338 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,130 shares 6,130 $558K 0.01% new 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: 3,692 shares; 2024Q4: 3,624 shares; 2025Q1: 5,041 shares; 2025Q2: 5,438 shares; 2025Q3: 6,589 shares; 2025Q4: 5,781 shares; 2026Q1: 6,586 shares 6,586 $551K 0.01% +805 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: 4,731 shares; 2024Q4: 4,731 shares; 2025Q1: 4,731 shares; 2025Q2: 5,256 shares; 2025Q3: 5,293 shares; 2025Q4: 5,293 shares; 2026Q1: 5,457 shares 5,457 $549K 0.01% +164 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: 11,028 shares; 2024Q4: 11,301 shares; 2025Q1: 11,812 shares; 2025Q2: 12,618 shares; 2025Q3: 12,542 shares; 2025Q4: 14,050 shares; 2026Q1: 14,243 shares 14,243 $544K 0.01% +193 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: 6,772 shares; 2024Q4: 6,464 shares; 2025Q1: 5,833 shares; 2025Q2: 7,096 shares; 2025Q3: 7,559 shares; 2025Q4: 5,646 shares; 2026Q1: 5,537 shares 5,537 $542K 0.01% -109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,432 shares; 2026Q1: 2,074 shares 2,074 $540K 0.01% +642 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,288 shares; 2025Q4: 5,344 shares; 2026Q1: 5,784 shares 5,784 $540K 0.01% +440 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,168 shares; 2025Q1: not reported; 2025Q2: 6,130 shares; 2025Q3: 6,243 shares; 2025Q4: 6,947 shares; 2026Q1: 8,046 shares 8,046 $535K 0.01% +1,099 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 2,016 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,011 shares 2,011 $534K 0.01% +3 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,562 shares; 2026Q1: 24,621 shares 24,621 $533K 0.01% +9,059 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,337 shares; 2026Q1: 5,668 shares 5,668 $529K 0.01% +1,331 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: 1,684 shares; 2024Q4: 2,270 shares; 2025Q1: 2,967 shares; 2025Q2: 2,731 shares; 2025Q3: 3,980 shares; 2025Q4: 2,911 shares; 2026Q1: 3,570 shares 3,570 $529K 0.01% +659 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: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,495 shares; 2025Q3: 1,691 shares; 2025Q4: 1,695 shares; 2026Q1: 2,496 shares 2,496 $524K 0.01% +801 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 1,404 shares; 2025Q4: 1,729 shares; 2026Q1: 1,872 shares 1,872 $523K 0.01% +143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 3,933 shares 3,933 $520K 0.01% +793 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,953 shares; 2025Q1: 2,435 shares; 2025Q2: 2,800 shares; 2025Q3: 2,471 shares; 2025Q4: 1,936 shares; 2026Q1: 2,136 shares 2,136 $519K 0.01% +200 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 6,529 shares; 2025Q3: 6,609 shares; 2025Q4: 6,986 shares; 2026Q1: 7,188 shares 7,188 $516K 0.01% +202 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 4,359 shares; 2025Q3: 5,125 shares; 2025Q4: 5,545 shares; 2026Q1: 6,305 shares 6,305 $515K 0.01% +760 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,399 shares; 2025Q1: 2,621 shares; 2025Q2: 2,770 shares; 2025Q3: 2,828 shares; 2025Q4: 2,674 shares; 2026Q1: 2,611 shares 2,611 $514K 0.01% -63 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 2,110 shares; 2026Q1: 2,503 shares 2,503 $508K 0.01% +393 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,027 shares; 2025Q1: 5,334 shares; 2025Q2: 5,519 shares; 2025Q3: 5,451 shares; 2025Q4: 8,522 shares; 2026Q1: 8,242 shares 8,242 $504K 0.01% -280 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 942 shares; 2025Q1: 1,044 shares; 2025Q2: 1,117 shares; 2025Q3: 1,222 shares; 2025Q4: 1,096 shares; 2026Q1: 1,158 shares 1,158 $503K 0.01% +62 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: 5,816 shares; 2024Q4: 14,093 shares; 2025Q1: 28,459 shares; 2025Q2: 22,437 shares; 2025Q3: 23,014 shares; 2025Q4: 17,141 shares; 2026Q1: 16,354 shares 16,354 $502K 0.01% -787 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,822 shares; 2025Q1: 3,099 shares; 2025Q2: 3,101 shares; 2025Q3: 3,286 shares; 2025Q4: 3,474 shares; 2026Q1: 3,483 shares 3,483 $499K 0.01% +9 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 124 shares; 2025Q4: 127 shares; 2026Q1: 147 shares 147 $497K 0.01% +20 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 3,475 shares; 2025Q1: 2,839 shares; 2025Q2: 2,850 shares; 2025Q3: 3,266 shares; 2025Q4: 3,290 shares; 2026Q1: 3,198 shares 3,198 $497K 0.01% -92 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: 4,175 shares; 2024Q4: 4,372 shares; 2025Q1: 6,181 shares; 2025Q2: 6,183 shares; 2025Q3: 3,240 shares; 2025Q4: 3,430 shares; 2026Q1: 3,386 shares 3,386 $496K 0.01% -44 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: 4,043 shares; 2024Q4: 2,958 shares; 2025Q1: 3,371 shares; 2025Q2: 3,570 shares; 2025Q3: 3,524 shares; 2025Q4: 3,494 shares; 2026Q1: 3,564 shares 3,564 $493K 0.01% +70 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: 3,005 shares; 2024Q4: 3,034 shares; 2025Q1: 3,091 shares; 2025Q2: 4,063 shares; 2025Q3: 3,984 shares; 2025Q4: 4,601 shares; 2026Q1: 5,344 shares 5,344 $492K 0.01% +743 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 8,555 shares; 2025Q1: 9,245 shares; 2025Q2: 8,830 shares; 2025Q3: 8,842 shares; 2025Q4: 9,531 shares; 2026Q1: 10,360 shares 10,360 $489K 0.01% +829 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,089 shares; 2025Q1: 1,699 shares; 2025Q2: 2,732 shares; 2025Q3: 2,619 shares; 2025Q4: 3,253 shares; 2026Q1: 2,845 shares 2,845 $487K 0.01% -408 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: 3,777 shares; 2024Q4: 3,896 shares; 2025Q1: 5,601 shares; 2025Q2: 8,193 shares; 2025Q3: 8,150 shares; 2025Q4: 7,950 shares; 2026Q1: 8,391 shares 8,391 $484K 0.01% +441 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: 898 shares; 2024Q4: 1,045 shares; 2025Q1: 1,121 shares; 2025Q2: 1,767 shares; 2025Q3: 1,562 shares; 2025Q4: 1,719 shares; 2026Q1: 1,803 shares 1,803 $481K 0.01% +84 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,133 shares; 2025Q1: 1,244 shares; 2025Q2: 1,210 shares; 2025Q3: 1,330 shares; 2025Q4: 1,850 shares; 2026Q1: 2,309 shares 2,309 $479K 0.01% +459 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,201 shares; 2026Q1: 1,222 shares 1,222 $479K 0.01% +21 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,984 shares; 2025Q3: 3,384 shares; 2025Q4: 3,336 shares; 2026Q1: 3,648 shares 3,648 $478K 0.01% +312 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: 3,731 shares; 2026Q1: 4,360 shares 4,360 $472K 0.01% +629 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: 910 shares; 2024Q4: 1,369 shares; 2025Q1: 1,833 shares; 2025Q2: 1,920 shares; 2025Q3: 2,268 shares; 2025Q4: 1,938 shares; 2026Q1: 2,526 shares 2,526 $471K 0.01% +588 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387 $471K 0.01% new 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: 2,450 shares; 2024Q4: 1,602 shares; 2025Q1: 2,880 shares; 2025Q2: 3,263 shares; 2025Q3: 3,508 shares; 2025Q4: 3,453 shares; 2026Q1: 3,238 shares 3,238 $470K 0.01% -215 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: 3,878 shares; 2024Q4: 4,054 shares; 2025Q1: 3,541 shares; 2025Q2: 3,867 shares; 2025Q3: 5,269 shares; 2025Q4: 5,150 shares; 2026Q1: 5,275 shares 5,275 $457K 0.01% +125 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 1,823 shares; 2025Q3: 1,809 shares; 2025Q4: 1,756 shares; 2026Q1: 1,753 shares 1,753 $457K 0.01% -3 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 4,259 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares; 2026Q1: 4,259 shares 4,259 $454K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,972 shares; 2025Q4: 3,815 shares; 2026Q1: 5,468 shares 5,468 $451K 0.01% +1,653 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 2,246 shares 2,246 $445K 0.01% +378 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,751 shares; 2025Q4: 4,742 shares; 2026Q1: 5,029 shares 5,029 $443K 0.01% +287 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,987 shares; 2026Q1: 3,885 shares 3,885 $440K 0.01% +898 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: 27,557 shares; 2024Q4: 27,461 shares; 2025Q1: 27,995 shares; 2025Q2: 30,015 shares; 2025Q3: 10,673 shares; 2025Q4: 8,332 shares; 2026Q1: 8,336 shares 8,336 $439K 0.01% +4 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares; 2026Q1: 7,657 shares 7,657 $436K 0.01% +4,044 Timeline IONQ IONQ INC More: the full row for IONQ 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: 14,672 shares; 2025Q4: 15,664 shares; 2026Q1: 15,114 shares 15,114 $436K 0.01% -550 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,662 shares; 2026Q1: 6,703 shares 6,703 $436K 0.01% +1,041 Timeline IT GARTNER INC More: the full row for GARTNER 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: 2,248 shares; 2025Q3: 2,386 shares; 2025Q4: 2,617 shares; 2026Q1: 2,738 shares 2,738 $434K 0.01% +121 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: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 380 shares; 2025Q4: 395 shares; 2026Q1: 448 shares 448 $431K 0.01% +53 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: not reported; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,406 shares; 2025Q3: 2,393 shares; 2025Q4: 2,019 shares; 2026Q1: 2,035 shares 2,035 $430K 0.01% +16 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: 1,805 shares; 2024Q4: 1,822 shares; 2025Q1: 1,995 shares; 2025Q2: 2,268 shares; 2025Q3: 2,279 shares; 2025Q4: 2,325 shares; 2026Q1: 2,353 shares 2,353 $429K 0.01% +28 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: 1,160 shares; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,497 shares; 2025Q3: 2,600 shares; 2025Q4: not reported; 2026Q1: 2,232 shares 2,232 $428K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,832 shares; 2026Q1: 5,055 shares 5,055 $428K 0.01% +1,223 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares; 2026Q1: 6,468 shares 6,468 $428K 0.01% +298 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,046 shares; 2026Q1: 5,855 shares 5,855 $426K 0.01% +809 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 721 shares; 2025Q4: 971 shares; 2026Q1: 1,109 shares 1,109 $425K 0.01% +138 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 6,814 shares; 2026Q1: 7,680 shares 7,680 $424K 0.01% +866 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 119 shares; 2025Q3: 125 shares; 2025Q4: 137 shares; 2026Q1: 244 shares 244 $422K 0.01% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,703 shares 1,703 $421K 0.01% -69 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 6,485 shares; 2025Q1: 6,408 shares; 2025Q2: 5,999 shares; 2025Q3: 6,474 shares; 2025Q4: 6,528 shares; 2026Q1: 7,134 shares 7,134 $419K 0.01% +606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,219 shares; 2025Q3: 8,219 shares; 2025Q4: 8,219 shares; 2026Q1: 8,219 shares 8,219 $416K 0.01% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares; 2026Q1: 9,200 shares 9,200 $416K 0.01% -2,750 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: 3,748 shares; 2024Q4: 3,898 shares; 2025Q1: 3,771 shares; 2025Q2: 3,915 shares; 2025Q3: 4,013 shares; 2025Q4: 4,324 shares; 2026Q1: 4,240 shares 4,240 $414K 0.01% -84 Timeline FPX 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: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580 $410K 0.01% 0 Timeline HAP 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: 7,676 shares; 2024Q4: 7,644 shares; 2025Q1: 6,047 shares; 2025Q2: 5,970 shares; 2025Q3: 5,924 shares; 2025Q4: 5,798 shares; 2026Q1: 5,604 shares 5,604 $406K 0.01% -194 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares 413 $405K 0.01% new Timeline PKW 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: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 2,740 shares; 2025Q2: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares; 2026Q1: 3,085 shares 3,085 $405K 0.01% +2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 497 shares; 2026Q1: 523 shares 523 $404K 0.01% +26 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,567 shares; 2025Q3: 1,617 shares; 2025Q4: 1,406 shares; 2026Q1: 1,436 shares 1,436 $404K 0.01% +30 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,697 shares; 2025Q1: 6,829 shares; 2025Q2: 6,913 shares; 2025Q3: 6,994 shares; 2025Q4: 5,576 shares; 2026Q1: 5,626 shares 5,626 $404K 0.01% +50 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,835 shares; 2025Q4: 2,976 shares; 2026Q1: 3,073 shares 3,073 $402K 0.01% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 3,069 shares 3,069 $402K 0.01% +644 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,159 shares; 2025Q3: 7,701 shares; 2025Q4: not reported; 2026Q1: 11,607 shares 11,607 $401K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 2,217 shares; 2026Q1: 2,458 shares 2,458 $398K 0.01% +241 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: 1,256 shares; 2024Q4: 1,219 shares; 2025Q1: 1,179 shares; 2025Q2: 1,095 shares; 2025Q3: 1,105 shares; 2025Q4: 1,129 shares; 2026Q1: 1,078 shares 1,078 $396K 0.01% -51 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 11,869 shares; 2025Q1: 11,757 shares; 2025Q2: 11,058 shares; 2025Q3: 10,703 shares; 2025Q4: 10,803 shares; 2026Q1: 9,647 shares 9,647 $394K 0.01% -1,156 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 23,876 shares; 2025Q1: 23,876 shares; 2025Q2: 19,078 shares; 2025Q3: 19,078 shares; 2025Q4: 16,766 shares; 2026Q1: 16,853 shares 16,853 $391K 0.01% +87 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 8,455 shares; 2025Q1: 8,676 shares; 2025Q2: 8,542 shares; 2025Q3: 8,688 shares; 2025Q4: 8,943 shares; 2026Q1: 8,814 shares 8,814 $391K 0.01% -129 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,777 shares; 2025Q2: 5,743 shares; 2025Q3: 5,743 shares; 2025Q4: 8,738 shares; 2026Q1: 9,508 shares 9,508 $385K 0.01% +770 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,892 shares; 2026Q1: 14,437 shares 14,437 $383K 0.01% +3,545 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,332 shares; 2026Q1: 7,841 shares 7,841 $382K 0.01% +1,509 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: 2,286 shares; 2024Q4: 2,490 shares; 2025Q1: 1,914 shares; 2025Q2: 1,889 shares; 2025Q3: 1,958 shares; 2025Q4: 2,137 shares; 2026Q1: 2,353 shares 2,353 $381K 0.01% +216 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares; 2026Q1: 2,204 shares 2,204 $380K 0.01% +522 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,521 shares; 2026Q1: 17,944 shares 17,944 $380K 0.01% +6,423 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 636 shares; 2025Q4: 726 shares; 2026Q1: 800 shares 800 $379K 0.01% +74 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,662 shares; 2025Q1: 1,911 shares; 2025Q2: 1,820 shares; 2025Q3: 1,706 shares; 2025Q4: 1,715 shares; 2026Q1: 1,251 shares 1,251 $378K 0.01% -464 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: 2,158 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 3,067 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares 2,584 $374K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,342 shares; 2024Q4: 13,273 shares; 2025Q1: 15,699 shares; 2025Q2: 13,378 shares; 2025Q3: 12,681 shares; 2025Q4: 11,816 shares; 2026Q1: 11,346 shares 11,346 $374K 0.01% -470 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares 2,442 $374K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,652 shares; 2025Q1: 4,130 shares; 2025Q2: 4,669 shares; 2025Q3: 5,446 shares; 2025Q4: 4,960 shares; 2026Q1: 6,615 shares 6,615 $372K 0.01% +1,655 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,477 shares 1,477 $370K 0.01% new Timeline TDIV 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: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares 3,946 $370K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 912 shares; 2025Q3: 977 shares; 2025Q4: 1,051 shares; 2026Q1: 1,157 shares 1,157 $368K 0.01% +106 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 3,501 shares; 2025Q3: 5,281 shares; 2025Q4: 4,373 shares; 2026Q1: 9,922 shares 9,922 $365K 0.01% +5,549 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,078 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,078 shares; 2026Q1: 8,078 shares 8,078 $364K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: 5,638 shares; 2026Q1: 7,404 shares 7,404 $363K 0.01% +1,766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,194 shares; 2025Q3: 6,500 shares; 2025Q4: 6,838 shares; 2026Q1: 6,686 shares 6,686 $362K 0.01% -152 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 2,339 shares; 2025Q4: 2,355 shares; 2026Q1: 2,351 shares 2,351 $356K 0.01% -4 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,346 shares; 2026Q1: 6,914 shares 6,914 $355K 0.01% +1,568 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 7,276 shares; 2025Q4: 7,276 shares; 2026Q1: 7,740 shares 7,740 $354K 0.01% +464 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares; 2026Q1: 12,879 shares 12,879 $354K 0.01% +574 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: 3,332 shares; 2026Q1: 3,550 shares 3,550 $352K 0.01% +218 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares; 2026Q1: 4,623 shares 4,623 $348K 0.01% +1,240 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,520 shares; 2026Q1: 2,934 shares 2,934 $348K <0.01% +414 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,168 shares 5,168 $347K <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 6,555 shares; 2026Q1: 6,555 shares 6,555 $346K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,197 shares; 2025Q1: 4,476 shares; 2025Q2: 7,106 shares; 2025Q3: 7,051 shares; 2025Q4: 5,851 shares; 2026Q1: 5,583 shares 5,583 $345K <0.01% -268 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: not reported; 2024Q4: 6,804 shares; 2025Q1: 8,693 shares; 2025Q2: 13,051 shares; 2025Q3: 13,051 shares; 2025Q4: 7,332 shares; 2026Q1: 7,332 shares 7,332 $345K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 14,519 shares; 2025Q1: 17,031 shares; 2025Q2: 13,934 shares; 2025Q3: 20,567 shares; 2025Q4: 14,647 shares; 2026Q1: 11,836 shares 11,836 $344K <0.01% -2,811 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 2,523 shares 2,523 $341K <0.01% +599 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares 6,850 $341K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,371 shares; 2025Q4: 1,675 shares; 2026Q1: 1,869 shares 1,869 $341K <0.01% +194 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,954 shares 8,954 $339K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,826 shares; 2026Q1: 2,505 shares 2,505 $339K <0.01% +679 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: not reported; 2025Q4: not reported; 2026Q1: 4,686 shares 4,686 $336K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: 16,267 shares; 2025Q1: 26,596 shares; 2025Q2: 25,564 shares; 2025Q3: 25,814 shares; 2025Q4: 28,197 shares; 2026Q1: 28,988 shares 28,988 $335K <0.01% +791 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,518 shares; 2025Q4: 2,531 shares; 2026Q1: 2,535 shares 2,535 $334K <0.01% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 2,768 shares; 2026Q1: 3,607 shares 3,607 $333K <0.01% +839 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,568 shares; 2025Q4: 5,198 shares; 2026Q1: 5,432 shares 5,432 $333K <0.01% +234 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,692 shares; 2025Q2: 9,107 shares; 2025Q3: 7,625 shares; 2025Q4: 9,492 shares; 2026Q1: 11,590 shares 11,590 $333K <0.01% +2,098 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 6,035 shares; 2025Q1: 6,054 shares; 2025Q2: 6,073 shares; 2025Q3: 6,091 shares; 2025Q4: 6,112 shares; 2026Q1: 6,134 shares 6,134 $332K <0.01% +22 Timeline USD 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: 1,718 shares; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 6,872 shares; 2026Q1: 6,872 shares 6,872 $330K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,989 shares 2,989 $329K <0.01% +149 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares; 2026Q1: 2,019 shares 2,019 $328K <0.01% +1,097 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: 1,763 shares; 2024Q4: 1,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,704 shares 2,704 $328K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 1,199 shares; 2025Q4: 1,553 shares; 2026Q1: 1,756 shares 1,756 $328K <0.01% +203 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,203 shares; 2025Q3: 4,224 shares; 2025Q4: 4,570 shares; 2026Q1: 4,329 shares 4,329 $326K <0.01% -241 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,120 shares; 2025Q3: 1,162 shares; 2025Q4: 1,100 shares; 2026Q1: 1,215 shares 1,215 $323K <0.01% +115 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,974 shares; 2025Q2: 4,842 shares; 2025Q3: 5,448 shares; 2025Q4: 5,590 shares; 2026Q1: 6,926 shares 6,926 $321K <0.01% +1,336 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 955 shares; 2025Q2: 1,020 shares; 2025Q3: 1,408 shares; 2025Q4: 1,287 shares; 2026Q1: 1,566 shares 1,566 $318K <0.01% +279 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,135 shares; 2025Q4: 1,674 shares; 2026Q1: 1,876 shares 1,876 $317K <0.01% +202 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,724 shares 1,724 $316K <0.01% +551 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,799 shares 6,799 $315K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,268 shares 2,268 $315K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,764 shares; 2025Q1: 2,771 shares; 2025Q2: 2,832 shares; 2025Q3: 2,838 shares; 2025Q4: 3,545 shares; 2026Q1: 3,576 shares 3,576 $313K <0.01% +31 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,222 shares 1,222 $311K <0.01% +120 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 521 shares; 2025Q4: 535 shares; 2026Q1: 569 shares 569 $309K <0.01% +34 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: not reported; 2024Q4: not reported; 2025Q1: 6,062 shares; 2025Q2: 4,958 shares; 2025Q3: 4,997 shares; 2025Q4: 4,938 shares; 2026Q1: 4,938 shares 4,938 $309K <0.01% 0 Timeline MLRG ISHARES 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: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,433 shares 3,433 $308K <0.01% -281 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,412 shares 1,412 $306K <0.01% +111 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,859 shares; 2026Q1: 3,341 shares 3,341 $304K <0.01% -518 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,879 shares; 2026Q1: 7,368 shares 7,368 $301K <0.01% +1,489 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,104 shares; 2026Q1: 13,553 shares 13,553 $300K <0.01% +449 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,941 shares; 2025Q3: 2,233 shares; 2025Q4: 2,319 shares; 2026Q1: 2,581 shares 2,581 $299K <0.01% +262 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 4,312 shares; 2026Q1: 4,328 shares 4,328 $295K <0.01% +16 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 3,778 shares; 2025Q2: 3,830 shares; 2025Q3: 3,480 shares; 2025Q4: 3,485 shares; 2026Q1: 3,361 shares 3,361 $294K <0.01% -124 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485 $294K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 944 shares; 2025Q1: 966 shares; 2025Q2: 979 shares; 2025Q3: 1,017 shares; 2025Q4: 1,035 shares; 2026Q1: 1,099 shares 1,099 $293K <0.01% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 444 shares; 2025Q4: 641 shares; 2026Q1: 685 shares 685 $292K <0.01% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 2,958 shares; 2025Q4: 3,603 shares; 2026Q1: 2,958 shares 2,958 $288K <0.01% -645 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 3,848 shares; 2025Q2: 3,923 shares; 2025Q3: 4,035 shares; 2025Q4: not reported; 2026Q1: 5,032 shares 5,032 $287K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares; 2026Q1: 2,947 shares 2,947 $285K <0.01% +354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 2,723 shares; 2025Q4: 2,703 shares; 2026Q1: 3,073 shares 3,073 $285K <0.01% +370 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 19,266 shares; 2025Q3: 19,547 shares; 2025Q4: 19,943 shares; 2026Q1: 19,439 shares 19,439 $282K <0.01% -504 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,897 shares 3,897 $282K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: 951 shares 951 $281K <0.01% +77 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,193 shares; 2026Q1: 2,670 shares 2,670 $281K <0.01% +477 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 881 shares; 2025Q4: 896 shares; 2026Q1: 894 shares 894 $281K <0.01% -2 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,052 shares; 2025Q1: 1,059 shares; 2025Q2: 1,122 shares; 2025Q3: 1,072 shares; 2025Q4: 1,116 shares; 2026Q1: 1,299 shares 1,299 $280K <0.01% +183 Timeline CIBR 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: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 4,476 shares; 2026Q1: 4,453 shares 4,453 $279K <0.01% -23 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,722 shares; 2026Q1: 1,717 shares 1,717 $279K <0.01% -5 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,943 shares 2,943 $279K <0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 5,823 shares; 2026Q1: 5,823 shares 5,823 $277K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 903 shares; 2025Q4: 948 shares; 2026Q1: 963 shares 963 $276K <0.01% +15 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,156 shares; 2025Q3: 25,583 shares; 2025Q4: 24,576 shares; 2026Q1: 25,280 shares 25,280 $275K <0.01% +704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,996 shares; 2025Q3: 5,492 shares; 2025Q4: 5,785 shares; 2026Q1: 5,180 shares 5,180 $274K <0.01% -605 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,978 shares 6,978 $272K <0.01% new 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: 2,626 shares; 2024Q4: 1,560 shares; 2025Q1: 2,022 shares; 2025Q2: 2,963 shares; 2025Q3: 2,644 shares; 2025Q4: 2,824 shares; 2026Q1: 1,561 shares 1,561 $271K <0.01% -1,263 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,339 shares; 2026Q1: 18,019 shares 18,019 $271K <0.01% +4,680 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 276 shares; 2025Q3: 258 shares; 2025Q4: 211 shares; 2026Q1: 246 shares 246 $268K <0.01% +35 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 14,731 shares; 2025Q3: 14,567 shares; 2025Q4: 14,571 shares; 2026Q1: 14,574 shares 14,574 $268K <0.01% +3 Timeline ACWV 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: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238 $267K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,274 shares; 2026Q1: 4,138 shares 4,138 $266K <0.01% +864 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: 2,509 shares; 2024Q4: 3,666 shares; 2025Q1: 3,217 shares; 2025Q2: 3,351 shares; 2025Q3: 2,445 shares; 2025Q4: 1,835 shares; 2026Q1: 1,820 shares 1,820 $266K <0.01% -15 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 3,825 shares 3,825 $265K <0.01% +1,105 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares; 2026Q1: 2,092 shares 2,092 $264K <0.01% +230 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 446 shares; 2025Q4: 447 shares; 2026Q1: 386 shares 386 $263K <0.01% -61 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,265 shares; 2026Q1: 4,348 shares 4,348 $254K <0.01% +83 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,542 shares 4,542 $253K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,738 shares 2,738 $252K <0.01% +322 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090 $252K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 594 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $252K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,528 shares; 2026Q1: 13,575 shares 13,575 $251K <0.01% +3,047 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,158 shares; 2026Q1: 2,611 shares 2,611 $251K <0.01% +453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,261 shares 2,261 $250K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: not reported; 2025Q4: 3,930 shares; 2026Q1: 3,998 shares 3,998 $248K <0.01% +68 Timeline