AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89,968 shares; 2025Q1: 84,843 shares; 2025Q2: 82,177 shares; 2025Q3: 83,628 shares; 2025Q4: 81,943 shares; 2026Q1: 80,611 shares; 2026Q2: 79,507 shares 79,507 $23M 7.15% -1,104 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116,356 shares; 2025Q1: 111,541 shares; 2025Q2: 110,715 shares; 2025Q3: 114,092 shares; 2025Q4: 102,849 shares; 2026Q1: 98,547 shares; 2026Q2: 93,562 shares 93,562 $18.7M 5.82% -4,985 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; 2024Q3: restricted; 2024Q4: 53,746 shares; 2025Q1: 49,462 shares; 2025Q2: 48,881 shares; 2025Q3: 51,333 shares; 2025Q4: 49,398 shares; 2026Q1: 47,080 shares; 2026Q2: 45,492 shares 45,492 $10.8M 3.37% -1,588 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,602 shares; 2025Q1: 29,657 shares; 2025Q2: 28,797 shares; 2025Q3: 28,452 shares; 2025Q4: 27,934 shares; 2026Q1: 27,997 shares; 2026Q2: 27,971 shares 27,971 $9.88M 3.07% -26 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,761 shares; 2025Q1: 16,556 shares; 2025Q2: 16,889 shares; 2025Q3: 16,575 shares; 2025Q4: 16,071 shares; 2026Q1: 17,098 shares; 2026Q2: 17,198 shares 17,198 $7.23M 2.25% +100 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 497,726 shares; 2025Q1: 509,450 shares; 2025Q2: 608,012 shares; 2025Q3: 575,696 shares; 2025Q4: 599,809 shares; 2026Q1: 416,889 shares; 2026Q2: 416,596 shares 416,596 $7.07M 2.2% -293 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; 2024Q3: restricted; 2024Q4: 5,596 shares; 2025Q1: 5,921 shares; 2025Q2: 7,456 shares; 2025Q3: 7,925 shares; 2025Q4: 8,182 shares; 2026Q1: 6,530 shares; 2026Q2: 58,525 shares 58,525 $6.99M 2.17% +51,995 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; 2024Q3: restricted; 2024Q4: 9,111 shares; 2025Q1: 8,274 shares; 2025Q2: 8,687 shares; 2025Q3: 8,930 shares; 2025Q4: 9,473 shares; 2026Q1: 8,767 shares; 2026Q2: 8,536 shares 8,536 $6.29M 1.95% -231 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,640 shares; 2025Q1: 19,862 shares; 2025Q2: 19,928 shares; 2025Q3: 18,585 shares; 2025Q4: 16,825 shares; 2026Q1: 16,477 shares; 2026Q2: 15,875 shares 15,875 $6M 1.86% -602 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; 2024Q3: restricted; 2024Q4: 16,186 shares; 2025Q1: 12,957 shares; 2025Q2: 12,347 shares; 2025Q3: 14,343 shares; 2025Q4: 31,521 shares; 2026Q1: 30,747 shares; 2026Q2: 29,230 shares 29,230 $5.57M 1.73% -1,517 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; 2024Q3: restricted; 2024Q4: 14,028 shares; 2025Q1: 25,300 shares; 2025Q2: 38,692 shares; 2025Q3: 44,998 shares; 2025Q4: 45,176 shares; 2026Q1: 45,874 shares; 2026Q2: 45,703 shares 45,703 $5.33M 1.66% -171 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; 2024Q3: restricted; 2024Q4: 7,109 shares; 2025Q1: 8,886 shares; 2025Q2: 8,759 shares; 2025Q3: 9,722 shares; 2025Q4: 9,511 shares; 2026Q1: 6,815 shares; 2026Q2: 6,983 shares 6,983 $5.33M 1.66% +168 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,898 shares; 2025Q1: 13,683 shares; 2025Q2: 13,659 shares; 2025Q3: 13,860 shares; 2025Q4: 14,758 shares; 2026Q1: 14,536 shares; 2026Q2: 13,954 shares 13,954 $5.21M 1.62% -582 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,743 shares; 2025Q1: 50,956 shares; 2025Q2: 60,251 shares; 2025Q3: 79,552 shares; 2025Q4: 80,179 shares; 2026Q1: 83,992 shares; 2026Q2: 90,472 shares 90,472 $4.58M 1.42% +6,480 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,980 shares; 2025Q1: 15,980 shares; 2025Q2: 48,050 shares; 2025Q3: 48,050 shares; 2025Q4: 47,500 shares; 2026Q1: 47,214 shares; 2026Q2: 46,514 shares 46,514 $4.57M 1.42% -700 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,044 shares; 2025Q1: 2,803 shares; 2025Q2: 2,583 shares; 2025Q3: 5,389 shares; 2025Q4: 4,631 shares; 2026Q1: 4,229 shares; 2026Q2: 5,452 shares 5,452 $4.07M 1.27% +1,223 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; 2024Q3: restricted; 2024Q4: 3,405 shares; 2025Q1: 3,526 shares; 2025Q2: 4,138 shares; 2025Q3: 5,268 shares; 2025Q4: 5,563 shares; 2026Q1: 4,184 shares; 2026Q2: 5,703 shares 5,703 $3.92M 1.22% +1,519 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,889 shares; 2025Q2: 7,616 shares; 2025Q3: 13,511 shares; 2025Q4: 13,933 shares; 2026Q1: 13,768 shares; 2026Q2: 14,885 shares 14,885 $3.65M 1.13% +1,117 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,379 shares; 2025Q1: 42,320 shares; 2025Q2: 49,491 shares; 2025Q3: 60,908 shares; 2025Q4: 62,786 shares; 2026Q1: 64,756 shares; 2026Q2: 71,087 shares 71,087 $3.6M 1.12% +6,331 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; 2024Q3: restricted; 2024Q4: 4,403 shares; 2025Q1: 4,726 shares; 2025Q2: 4,942 shares; 2025Q3: 5,056 shares; 2025Q4: 5,808 shares; 2026Q1: 6,171 shares; 2026Q2: 5,967 shares 5,967 $3.36M 1.04% -204 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,446 shares; 2026Q2: 121,296 shares 121,296 $3.14M 0.98% -9,150 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,332 shares; 2025Q1: 12,218 shares; 2025Q2: 10,868 shares; 2025Q3: 13,299 shares; 2025Q4: 10,929 shares; 2026Q1: 10,136 shares; 2026Q2: 8,048 shares 8,048 $2.88M 0.89% -2,088 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; 2024Q3: restricted; 2024Q4: 19,564 shares; 2025Q1: 24,819 shares; 2025Q2: 30,204 shares; 2025Q3: 28,802 shares; 2025Q4: 27,847 shares; 2026Q1: 35,311 shares; 2026Q2: 31,992 shares 31,992 $2.81M 0.87% -3,319 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 7,076 shares; 2025Q4: 6,512 shares; 2026Q1: 6,315 shares; 2026Q2: 5,627 shares 5,627 $2.72M 0.84% -688 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,762 shares; 2025Q1: 18,661 shares; 2025Q2: 18,542 shares; 2025Q3: 25,433 shares; 2025Q4: 23,948 shares; 2026Q1: 24,497 shares; 2026Q2: 26,545 shares 26,545 $2.67M 0.83% +2,048 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; 2024Q3: restricted; 2024Q4: 4,395 shares; 2025Q1: 8,519 shares; 2025Q2: 7,836 shares; 2025Q3: 8,848 shares; 2025Q4: 6,444 shares; 2026Q1: 6,950 shares; 2026Q2: 4,561 shares 4,561 $2.65M 0.82% -2,389 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 2,017 shares; 2025Q3: 2,326 shares; 2025Q4: 2,582 shares; 2026Q1: 2,209 shares; 2026Q2: 2,188 shares 2,188 $2.57M 0.8% -21 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; 2024Q3: restricted; 2024Q4: 3,591 shares; 2025Q1: 3,469 shares; 2025Q2: 2,338 shares; 2025Q3: 2,401 shares; 2025Q4: 2,542 shares; 2026Q1: 2,460 shares; 2026Q2: 2,710 shares 2,710 $2.53M 0.79% +250 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; 2024Q3: restricted; 2024Q4: 44,360 shares; 2025Q1: 33,081 shares; 2025Q2: 55,798 shares; 2025Q3: 56,592 shares; 2025Q4: 51,634 shares; 2026Q1: 42,606 shares; 2026Q2: 46,825 shares 46,825 $2.51M 0.78% +4,219 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,529 shares; 2025Q1: 14,710 shares; 2025Q2: 17,138 shares; 2025Q3: 19,914 shares; 2025Q4: 20,115 shares; 2026Q1: 20,674 shares; 2026Q2: 22,469 shares 22,469 $2.48M 0.77% +1,795 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,439 shares; 2025Q1: 144,672 shares; 2025Q2: 213,521 shares; 2025Q3: 262,617 shares; 2025Q4: 289,516 shares; 2026Q1: 315,051 shares; 2026Q2: 310,356 shares 310,356 $2.48M 0.77% -4,695 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,388 shares; 2025Q1: 2,658 shares; 2025Q2: 2,728 shares; 2025Q3: 3,054 shares; 2025Q4: 2,814 shares; 2026Q1: 2,448 shares; 2026Q2: 2,320 shares 2,320 $2.47M 0.77% -128 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; 2024Q3: restricted; 2024Q4: 11,378 shares; 2025Q1: 8,842 shares; 2025Q2: 9,055 shares; 2025Q3: 11,816 shares; 2025Q4: 12,029 shares; 2026Q1: 12,449 shares; 2026Q2: 15,390 shares 15,390 $2.44M 0.76% +2,941 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 759 shares; 2026Q2: 7,330 shares 7,330 $2.21M 0.69% +6,571 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; 2024Q3: restricted; 2024Q4: 21,241 shares; 2025Q1: 18,039 shares; 2025Q2: 14,332 shares; 2025Q3: 20,936 shares; 2025Q4: 20,233 shares; 2026Q1: 18,111 shares; 2026Q2: 20,389 shares 20,389 $2.18M 0.68% +2,278 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,069 shares; 2025Q1: 16,640 shares; 2025Q2: 18,862 shares; 2025Q3: 23,684 shares; 2025Q4: 24,111 shares; 2026Q1: 24,710 shares; 2026Q2: 26,483 shares 26,483 $2.17M 0.68% +1,773 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; 2024Q3: restricted; 2024Q4: 7,969 shares; 2025Q1: 9,048 shares; 2025Q2: 9,031 shares; 2025Q3: 8,474 shares; 2025Q4: 8,467 shares; 2026Q1: 8,818 shares; 2026Q2: 9,176 shares 9,176 $2.17M 0.67% +358 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,801 shares; 2025Q1: 3,519 shares; 2025Q2: 3,222 shares; 2025Q3: 3,192 shares; 2025Q4: 3,090 shares; 2026Q1: 3,084 shares; 2026Q2: 2,848 shares 2,848 $2.13M 0.66% -236 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,113 shares; 2025Q1: 55,113 shares; 2025Q2: 35,013 shares; 2025Q3: 35,013 shares; 2025Q4: 32,962 shares; 2026Q1: 27,728 shares; 2026Q2: 27,728 shares 27,728 $2.09M 0.65% 0 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; 2024Q3: restricted; 2024Q4: 18,073 shares; 2025Q1: 15,608 shares; 2025Q2: 13,245 shares; 2025Q3: 10,877 shares; 2025Q4: 12,472 shares; 2026Q1: 13,426 shares; 2026Q2: 11,201 shares 11,201 $2.07M 0.64% -2,225 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; 2024Q3: restricted; 2024Q4: 1,209 shares; 2025Q1: 1,141 shares; 2025Q2: 1,476 shares; 2025Q3: 1,974 shares; 2025Q4: 2,157 shares; 2026Q1: 2,560 shares; 2026Q2: 4,897 shares 4,897 $2.04M 0.63% +2,337 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; 2024Q3: restricted; 2024Q4: 10,967 shares; 2025Q1: 12,029 shares; 2025Q2: 12,784 shares; 2025Q3: 13,786 shares; 2025Q4: 12,033 shares; 2026Q1: 11,577 shares; 2026Q2: 11,497 shares 11,497 $1.95M 0.61% -80 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; 2024Q3: restricted; 2024Q4: 947 shares; 2025Q1: 890 shares; 2025Q2: 858 shares; 2025Q3: 565 shares; 2025Q4: 555 shares; 2026Q1: 566 shares; 2026Q2: 1,580 shares 1,580 $1.9M 0.59% +1,014 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; 2024Q3: restricted; 2024Q4: 7,253 shares; 2025Q1: 5,822 shares; 2025Q2: 5,752 shares; 2025Q3: 6,091 shares; 2025Q4: 5,708 shares; 2026Q1: 5,412 shares; 2026Q2: 5,120 shares 5,120 $1.89M 0.59% -292 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; 2024Q3: restricted; 2024Q4: 22,682 shares; 2025Q1: 30,523 shares; 2025Q2: 30,409 shares; 2025Q3: 31,488 shares; 2025Q4: 33,702 shares; 2026Q1: 42,541 shares; 2026Q2: 36,822 shares 36,822 $1.86M 0.58% -5,719 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: 2,398 shares; 2025Q2: 2,426 shares; 2025Q3: 2,682 shares; 2025Q4: 25,038 shares; 2026Q1: 27,678 shares; 2026Q2: 25,986 shares 25,986 $1.86M 0.58% -1,692 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,762 shares; 2025Q1: 17,733 shares; 2025Q2: 17,747 shares; 2025Q3: 15,645 shares; 2025Q4: 16,600 shares; 2026Q1: 18,832 shares; 2026Q2: 20,094 shares 20,094 $1.75M 0.54% +1,262 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,122 shares 5,122 $1.71M 0.53% new 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; 2024Q3: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,497 shares; 2025Q2: 1,507 shares; 2025Q3: 1,834 shares; 2025Q4: 1,673 shares; 2026Q1: 1,623 shares; 2026Q2: 1,643 shares 1,643 $1.66M 0.52% +20 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,520 shares; 2025Q1: 14,965 shares; 2025Q2: 14,196 shares; 2025Q3: 13,060 shares; 2025Q4: 12,965 shares; 2026Q1: 12,796 shares; 2026Q2: 12,076 shares 12,076 $1.63M 0.51% -720 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; 2024Q3: restricted; 2024Q4: 7,542 shares; 2025Q1: 7,688 shares; 2025Q2: 8,509 shares; 2025Q3: 9,681 shares; 2025Q4: 17,893 shares; 2026Q1: 13,939 shares; 2026Q2: 13,631 shares 13,631 $1.6M 0.5% -308 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,688 shares; 2025Q1: 3,365 shares; 2025Q2: 3,140 shares; 2025Q3: 2,823 shares; 2025Q4: 2,957 shares; 2026Q1: 2,883 shares; 2026Q2: 12,754 shares 12,754 $1.58M 0.49% +9,871 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; 2024Q3: restricted; 2024Q4: 3,705 shares; 2025Q1: 3,907 shares; 2025Q2: 4,047 shares; 2025Q3: 4,529 shares; 2025Q4: 3,925 shares; 2026Q1: 4,175 shares; 2026Q2: 4,594 shares 4,594 $1.55M 0.48% +419 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; 2024Q3: restricted; 2024Q4: 2,523 shares; 2025Q1: 1,668 shares; 2025Q2: 3,991 shares; 2025Q3: 2,598 shares; 2025Q4: 2,888 shares; 2026Q1: 1,939 shares; 2026Q2: 18,009 shares 18,009 $1.55M 0.48% +16,070 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 2,087 shares; 2025Q2: 1,937 shares; 2025Q3: 2,250 shares; 2025Q4: 2,514 shares; 2026Q1: 2,340 shares; 2026Q2: 2,148 shares 2,148 $1.55M 0.48% -192 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,334 shares; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,386 shares; 2025Q4: 3,073 shares; 2026Q1: 3,543 shares; 2026Q2: 4,001 shares 4,001 $1.5M 0.46% +458 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 3,046 shares; 2025Q2: 3,198 shares; 2025Q3: 3,448 shares; 2025Q4: 3,643 shares; 2026Q1: 3,942 shares; 2026Q2: 3,955 shares 3,955 $1.48M 0.46% +13 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; 2024Q3: restricted; 2024Q4: 6,165 shares; 2025Q1: 7,101 shares; 2025Q2: 7,064 shares; 2025Q3: 7,947 shares; 2025Q4: 8,969 shares; 2026Q1: 9,594 shares; 2026Q2: 9,894 shares 9,894 $1.43M 0.44% +300 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; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,121 shares; 2025Q2: 1,051 shares; 2025Q3: 1,055 shares; 2025Q4: 957 shares; 2026Q1: 5,157 shares; 2026Q2: 4,943 shares 4,943 $1.34M 0.42% -214 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,294 shares; 2025Q1: 5,330 shares; 2025Q2: 8,137 shares; 2025Q3: 5,277 shares; 2025Q4: 5,327 shares; 2026Q1: 7,911 shares; 2026Q2: 5,486 shares 5,486 $1.33M 0.41% -2,425 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,053 shares; 2025Q1: 5,117 shares; 2025Q2: 4,301 shares; 2025Q3: 4,798 shares; 2025Q4: 4,796 shares; 2026Q1: 4,818 shares; 2026Q2: 4,417 shares 4,417 $1.33M 0.41% -401 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 4,823 shares; 2026Q2: 5,349 shares 5,349 $1.32M 0.41% +526 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares; 2026Q1: 1,770 shares; 2026Q2: 2,049 shares 2,049 $1.3M 0.4% +279 Timeline XLRE 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; 2024Q3: restricted; 2024Q4: 2,630 shares; 2025Q1: 2,505 shares; 2025Q2: 5,405 shares; 2025Q3: 12,561 shares; 2025Q4: 6,487 shares; 2026Q1: 7,814 shares; 2026Q2: 27,401 shares 27,401 $1.21M 0.37% +19,587 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,408 shares; 2026Q2: 2,725 shares 2,725 $1.19M 0.37% +317 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,166 shares; 2025Q1: 12,328 shares; 2025Q2: 11,222 shares; 2025Q3: 11,327 shares; 2025Q4: 12,044 shares; 2026Q1: 12,390 shares; 2026Q2: 11,995 shares 11,995 $1.19M 0.37% -395 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,350 shares; 2025Q3: 33,050 shares; 2025Q4: 41,050 shares; 2026Q1: 31,950 shares; 2026Q2: 31,955 shares 31,955 $1.17M 0.37% +5 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; 2024Q3: restricted; 2024Q4: 2,796 shares; 2025Q1: 2,766 shares; 2025Q2: 2,501 shares; 2025Q3: 1,731 shares; 2025Q4: 1,616 shares; 2026Q1: 1,617 shares; 2026Q2: 6,493 shares 6,493 $1.17M 0.37% +4,876 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,496 shares; 2025Q1: 15,650 shares; 2025Q2: 13,533 shares; 2025Q3: 13,042 shares; 2025Q4: 12,896 shares; 2026Q1: 13,234 shares; 2026Q2: 12,092 shares 12,092 $1.17M 0.36% -1,142 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,684 shares; 2025Q1: 6,352 shares; 2025Q2: 6,619 shares; 2025Q3: 8,359 shares; 2025Q4: 7,706 shares; 2026Q1: 7,878 shares; 2026Q2: 7,812 shares 7,812 $1.14M 0.35% -66 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,511 shares; 2026Q2: 13,100 shares 13,100 $1.14M 0.35% +589 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,789 shares; 2025Q1: 14,655 shares; 2025Q2: 17,732 shares; 2025Q3: 21,047 shares; 2025Q4: 20,673 shares; 2026Q1: 20,426 shares; 2026Q2: 22,442 shares 22,442 $1.13M 0.35% +2,016 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,235 shares; 2025Q1: 3,440 shares; 2025Q2: 1,018 shares; 2025Q3: 3,631 shares; 2025Q4: 3,841 shares; 2026Q1: 4,716 shares; 2026Q2: 5,111 shares 5,111 $1.11M 0.34% +395 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; 2024Q3: restricted; 2024Q4: 18,867 shares; 2025Q1: 17,169 shares; 2025Q2: 15,061 shares; 2025Q3: 19,005 shares; 2025Q4: 21,235 shares; 2026Q1: 18,872 shares; 2026Q2: 20,666 shares 20,666 $1.11M 0.34% +1,794 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,592 shares; 2026Q2: 4,605 shares 4,605 $1.1M 0.34% +13 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,495 shares; 2025Q2: 13,175 shares; 2025Q3: 14,175 shares; 2025Q4: 23,786 shares; 2026Q1: 49,155 shares; 2026Q2: 53,951 shares 53,951 $1.09M 0.34% +4,796 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; 2024Q3: restricted; 2024Q4: 1,638 shares; 2025Q1: 2,292 shares; 2025Q2: 1,623 shares; 2025Q3: 1,886 shares; 2025Q4: 2,372 shares; 2026Q1: 2,324 shares; 2026Q2: 2,555 shares 2,555 $1.09M 0.34% +231 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,638 shares; 2026Q1: 6,336 shares; 2026Q2: 7,122 shares 7,122 $1.08M 0.34% +786 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,913 shares; 2026Q2: 3,638 shares 3,638 $1.07M 0.33% -275 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,332 shares; 2026Q1: 10,795 shares; 2026Q2: 10,920 shares 10,920 $1.05M 0.33% +125 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,617 shares; 2025Q1: 3,092 shares; 2025Q2: 6,894 shares; 2025Q3: 2,302 shares; 2025Q4: 21,438 shares; 2026Q1: 32,078 shares; 2026Q2: 23,016 shares 23,016 $1.04M 0.32% -9,062 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,269 shares 10,269 $1.02M 0.32% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,659 shares; 2025Q1: 31,917 shares; 2025Q2: 33,489 shares; 2025Q3: 33,584 shares; 2025Q4: 33,188 shares; 2026Q1: 33,196 shares; 2026Q2: 33,211 shares 33,211 $1.01M 0.31% +15 Timeline FTXL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,351 shares; 2026Q1: 5,190 shares; 2026Q2: 3,524 shares 3,524 $1M 0.31% -1,666 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,073 shares; 2025Q1: 60,073 shares; 2025Q2: 95,192 shares; 2025Q3: 95,192 shares; 2025Q4: 95,192 shares; 2026Q1: 95,192 shares; 2026Q2: 95,192 shares 95,192 $987K 0.31% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,538 shares; 2025Q4: 5,008 shares; 2026Q1: 5,188 shares; 2026Q2: 6,171 shares 6,171 $979K 0.3% +983 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,867 shares; 2025Q1: 5,074 shares; 2025Q2: 4,787 shares; 2025Q3: 5,515 shares; 2025Q4: 1,180 shares; 2026Q1: 1,594 shares; 2026Q2: 6,354 shares 6,354 $931K 0.29% +4,760 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 4,569 shares; 2025Q4: 2,608 shares; 2026Q1: 2,548 shares; 2026Q2: 3,359 shares 3,359 $913K 0.28% +811 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,321 shares 8,321 $901K 0.28% new 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; 2024Q3: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,828 shares; 2025Q2: 3,531 shares; 2025Q3: 3,471 shares; 2025Q4: 3,344 shares; 2026Q1: 3,068 shares; 2026Q2: 13,902 shares 13,902 $865K 0.27% +10,834 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,599 shares; 2026Q2: 1,677 shares 1,677 $854K 0.27% +78 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,800 shares; 2026Q2: 16,350 shares 16,350 $841K 0.26% +11,550 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,547 shares; 2025Q1: 15,047 shares; 2025Q2: 13,047 shares; 2025Q3: 13,047 shares; 2025Q4: 12,547 shares; 2026Q1: 9,923 shares; 2026Q2: 8,900 shares 8,900 $831K 0.26% -1,023 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; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 950 shares; 2025Q2: 1,790 shares; 2025Q3: 2,744 shares; 2025Q4: 3,014 shares; 2026Q1: 1,944 shares; 2026Q2: 5,289 shares 5,289 $830K 0.26% +3,345 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,095 shares; 2025Q1: 4,023 shares; 2025Q2: 4,054 shares; 2025Q3: 4,042 shares; 2025Q4: 4,218 shares; 2026Q1: 4,308 shares; 2026Q2: 5,297 shares 5,297 $828K 0.26% +989 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; 2024Q3: restricted; 2024Q4: 27,923 shares; 2025Q1: 22,692 shares; 2025Q2: 22,522 shares; 2025Q3: 22,392 shares; 2025Q4: 21,090 shares; 2026Q1: 21,090 shares; 2026Q2: 7,852 shares 7,852 $816K 0.25% -13,238 Timeline FBT 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,156 shares; 2026Q2: 3,160 shares 3,160 $783K 0.24% +4 Timeline FTXR 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,608 shares; 2026Q2: 17,070 shares 17,070 $778K 0.24% -1,538 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,675 shares; 2025Q1: 2,929 shares; 2025Q2: 2,882 shares; 2025Q3: 2,739 shares; 2025Q4: 2,726 shares; 2026Q1: 2,304 shares; 2026Q2: 2,265 shares 2,265 $777K 0.24% -39 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 835 shares; 2025Q4: 1,303 shares; 2026Q1: 2,451 shares; 2026Q2: 2,039 shares 2,039 $751K 0.23% -412 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; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 100 shares; 2025Q2: 245 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 100 shares; 2026Q2: 8,125 shares 8,125 $730K 0.23% +8,025 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; 2024Q3: restricted; 2024Q4: 3,905 shares; 2025Q1: 3,912 shares; 2025Q2: 3,906 shares; 2025Q3: 3,948 shares; 2025Q4: 3,985 shares; 2026Q1: 3,977 shares; 2026Q2: 2,756 shares 2,756 $718K 0.22% -1,221 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 395 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 206 shares; 2026Q1: 207 shares; 2026Q2: 12,910 shares 12,910 $714K 0.22% +12,703 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,386 shares; 2026Q2: 8,155 shares 8,155 $707K 0.22% -231 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,507 shares 2,507 $692K 0.22% new 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; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 2,366 shares; 2025Q3: 2,651 shares; 2025Q4: 4,335 shares; 2026Q1: 3,626 shares; 2026Q2: 3,138 shares 3,138 $684K 0.21% -488 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; 2024Q3: restricted; 2024Q4: 2,548 shares; 2025Q1: 2,052 shares; 2025Q2: 2,015 shares; 2025Q3: 2,040 shares; 2025Q4: 2,222 shares; 2026Q1: 2,067 shares; 2026Q2: 2,331 shares 2,331 $655K 0.2% +264 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,356 shares; 2025Q1: 2,796 shares; 2025Q2: 3,883 shares; 2025Q3: 4,317 shares; 2025Q4: 4,675 shares; 2026Q1: 4,608 shares; 2026Q2: 4,617 shares 4,617 $655K 0.2% +9 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; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 7,603 shares; 2025Q2: 7,603 shares; 2025Q3: 7,653 shares; 2025Q4: 7,653 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $645K 0.2% 0 Timeline FXN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 32,616 shares; 2026Q2: 31,627 shares 31,627 $640K 0.2% -989 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; 2024Q3: restricted; 2024Q4: 8,374 shares; 2025Q1: 8,634 shares; 2025Q2: 14,437 shares; 2025Q3: 12,030 shares; 2025Q4: 7,500 shares; 2026Q1: 7,758 shares; 2026Q2: 6,967 shares 6,967 $638K 0.2% -791 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,454 shares; 2025Q1: 5,634 shares; 2025Q2: 5,085 shares; 2025Q3: 2,365 shares; 2025Q4: 2,554 shares; 2026Q1: 2,324 shares; 2026Q2: 2,516 shares 2,516 $633K 0.2% +192 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,500 shares; 2025Q4: 49,000 shares; 2026Q1: 56,000 shares; 2026Q2: 53,511 shares 53,511 $627K 0.19% -2,489 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,439 shares; 2025Q1: 9,353 shares; 2025Q2: 8,351 shares; 2025Q3: 8,312 shares; 2025Q4: 8,076 shares; 2026Q1: 8,340 shares; 2026Q2: 7,502 shares 7,502 $621K 0.19% -838 Timeline FTXN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,497 shares 18,497 $618K 0.19% new Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,669 shares; 2025Q1: 51,669 shares; 2025Q2: 51,669 shares; 2025Q3: 51,669 shares; 2025Q4: 51,669 shares; 2026Q1: 51,669 shares; 2026Q2: 51,669 shares 51,669 $598K 0.19% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,424 shares; 2025Q1: 47,006 shares; 2025Q2: not reported; 2025Q3: 14,447 shares; 2025Q4: 15,051 shares; 2026Q1: not reported; 2026Q2: 12,037 shares 12,037 $593K 0.18% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,127 shares; 2025Q1: 24,127 shares; 2025Q2: 48,897 shares; 2025Q3: 48,897 shares; 2025Q4: 48,897 shares; 2026Q1: 48,897 shares; 2026Q2: 48,897 shares 48,897 $593K 0.18% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,289 shares 14,289 $587K 0.18% new 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; 2024Q3: restricted; 2024Q4: 5,073 shares; 2025Q1: 6,590 shares; 2025Q2: 12,279 shares; 2025Q3: 11,560 shares; 2025Q4: 10,603 shares; 2026Q1: 10,879 shares; 2026Q2: 9,636 shares 9,636 $586K 0.18% -1,243 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,705 shares; 2025Q1: 15,397 shares; 2025Q2: 16,398 shares; 2025Q3: 18,888 shares; 2025Q4: 20,856 shares; 2026Q1: 17,426 shares; 2026Q2: 17,383 shares 17,383 $582K 0.18% -43 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,359 shares; 2025Q3: 53,359 shares; 2025Q4: 53,359 shares; 2026Q1: 53,359 shares; 2026Q2: 53,359 shares 53,359 $572K 0.18% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,105 shares; 2025Q1: 8,177 shares; 2025Q2: 3,714 shares; 2025Q3: 7,177 shares; 2025Q4: 9,380 shares; 2026Q1: 6,983 shares; 2026Q2: 6,604 shares 6,604 $571K 0.18% -379 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,779 shares; 2025Q1: 33,779 shares; 2025Q2: 46,752 shares; 2025Q3: 46,752 shares; 2025Q4: 46,752 shares; 2026Q1: 46,752 shares; 2026Q2: 48,152 shares 48,152 $565K 0.18% +1,400 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; 2024Q3: restricted; 2024Q4: 3,649 shares; 2025Q1: 4,185 shares; 2025Q2: 5,638 shares; 2025Q3: 5,491 shares; 2025Q4: 5,623 shares; 2026Q1: 5,872 shares; 2026Q2: 4,735 shares 4,735 $563K 0.18% -1,137 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,371 shares; 2025Q1: 3,606 shares; 2025Q2: 2,693 shares; 2025Q3: 4,053 shares; 2025Q4: 4,008 shares; 2026Q1: 4,089 shares; 2026Q2: 4,881 shares 4,881 $553K 0.17% +792 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,307 shares; 2025Q1: 5,709 shares; 2025Q2: 5,783 shares; 2025Q3: 6,021 shares; 2025Q4: 6,028 shares; 2026Q1: 6,577 shares; 2026Q2: 6,769 shares 6,769 $549K 0.17% +192 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,063 shares 13,063 $538K 0.17% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,055 shares; 2025Q1: 4,513 shares; 2025Q2: 4,462 shares; 2025Q3: 4,796 shares; 2025Q4: 4,559 shares; 2026Q1: 4,559 shares; 2026Q2: 9,563 shares 9,563 $537K 0.17% +5,004 Timeline FCVT 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; 2024Q3: restricted; 2024Q4: 7,276 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 7,263 shares; 2025Q4: 7,173 shares; 2026Q1: 7,343 shares; 2026Q2: 9,844 shares 9,844 $529K 0.16% +2,501 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; 2024Q3: restricted; 2024Q4: 2,649 shares; 2025Q1: 2,614 shares; 2025Q2: 2,622 shares; 2025Q3: 2,572 shares; 2025Q4: 3,030 shares; 2026Q1: 2,681 shares; 2026Q2: 3,442 shares 3,442 $524K 0.16% +761 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 1,390 shares; 2025Q2: 6,416 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,200 shares; 2026Q2: 5,745 shares 5,745 $520K 0.16% +545 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,965 shares; 2025Q1: 4,541 shares; 2025Q2: 4,541 shares; 2025Q3: 4,631 shares; 2025Q4: 4,583 shares; 2026Q1: 4,418 shares; 2026Q2: 3,415 shares 3,415 $518K 0.16% -1,003 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 455 shares; 2026Q1: 456 shares; 2026Q2: 455 shares 455 $516K 0.16% -1 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; 2024Q3: restricted; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,043 shares; 2026Q1: 1,052 shares; 2026Q2: 1,047 shares 1,047 $500K 0.16% -5 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 5,582 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 10,040 shares 10,040 $500K 0.16% +10,039 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,885 shares; 2025Q1: 4,765 shares; 2025Q2: 4,582 shares; 2025Q3: 4,438 shares; 2025Q4: 4,324 shares; 2026Q1: 4,293 shares; 2026Q2: 4,271 shares 4,271 $488K 0.15% -22 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 66,500 shares; 2025Q2: 55,650 shares; 2025Q3: 90,430 shares; 2025Q4: 55,650 shares; 2026Q1: 55,550 shares; 2026Q2: 55,550 shares 55,550 $469K 0.15% 0 Timeline XLB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,756 shares; 2026Q2: 8,871 shares 8,871 $451K 0.14% +115 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; 2024Q3: restricted; 2024Q4: 2,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,512 shares 1,512 $450K 0.14% new 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; 2024Q3: restricted; 2024Q4: 4,532 shares; 2025Q1: 6,031 shares; 2025Q2: 6,248 shares; 2025Q3: 8,341 shares; 2025Q4: 9,820 shares; 2026Q1: 8,161 shares; 2026Q2: 7,966 shares 7,966 $450K 0.14% -195 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 931 shares; 2025Q2: 477 shares; 2025Q3: 724 shares; 2025Q4: 3,593 shares; 2026Q1: 3,030 shares; 2026Q2: 2,977 shares 2,977 $436K 0.14% -53 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,474 shares; 2025Q1: 8,921 shares; 2025Q2: 9,003 shares; 2025Q3: 8,025 shares; 2025Q4: 8,136 shares; 2026Q1: 7,944 shares; 2026Q2: 8,551 shares 8,551 $435K 0.14% +607 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; 2024Q3: restricted; 2024Q4: 7,900 shares; 2025Q1: 7,695 shares; 2025Q2: 5,882 shares; 2025Q3: 4,801 shares; 2025Q4: 4,093 shares; 2026Q1: 4,146 shares; 2026Q2: 3,115 shares 3,115 $426K 0.13% -1,031 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,081 shares; 2025Q3: 3,881 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 367 shares 367 $424K 0.13% new 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; 2024Q3: restricted; 2024Q4: 3,044 shares; 2025Q1: 2,101 shares; 2025Q2: 1,886 shares; 2025Q3: 1,869 shares; 2025Q4: 15,464 shares; 2026Q1: 23,797 shares; 2026Q2: 7,864 shares 7,864 $418K 0.13% -15,933 Timeline BKKT BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,840 shares; 2025Q3: 29,450 shares; 2025Q4: 9,750 shares; 2026Q1: 55,809 shares; 2026Q2: 53,309 shares 53,309 $416K 0.13% -2,500 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 964 shares 964 $416K 0.13% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,190 shares; 2026Q1: 6,690 shares; 2026Q2: 8,180 shares 8,180 $414K 0.13% +1,490 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 944 shares; 2025Q2: 918 shares; 2025Q3: 920 shares; 2025Q4: 873 shares; 2026Q1: 887 shares; 2026Q2: 799 shares 799 $411K 0.13% -88 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; 2024Q3: restricted; 2024Q4: 884 shares; 2025Q1: 866 shares; 2025Q2: 737 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 745 shares; 2026Q2: 803 shares 803 $409K 0.13% +58 Timeline FDG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,738 shares; 2026Q2: 3,060 shares 3,060 $407K 0.13% +322 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,937 shares; 2025Q1: 5,743 shares; 2025Q2: 4,901 shares; 2025Q3: 4,902 shares; 2025Q4: 4,720 shares; 2026Q1: 4,721 shares; 2026Q2: 4,243 shares 4,243 $401K 0.12% -478 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 2,027 shares; 2025Q2: 1,251 shares; 2025Q3: 3,058 shares; 2025Q4: 3,067 shares; 2026Q1: 2,959 shares; 2026Q2: 2,593 shares 2,593 $385K 0.12% -366 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,160 shares; 2025Q1: 14,183 shares; 2025Q2: 16,045 shares; 2025Q3: 14,847 shares; 2025Q4: 14,546 shares; 2026Q1: 13,379 shares; 2026Q2: 13,471 shares 13,471 $382K 0.12% +92 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $374K 0.12% new 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; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,465 shares; 2025Q4: 9,181 shares; 2026Q1: not reported; 2026Q2: 862 shares 862 $374K 0.12% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 6,700 shares; 2026Q1: 7,800 shares; 2026Q2: 9,320 shares 9,320 $370K 0.11% +1,520 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; 2024Q3: restricted; 2024Q4: 9,009 shares; 2025Q1: 9,802 shares; 2025Q2: 9,217 shares; 2025Q3: 8,284 shares; 2025Q4: 8,333 shares; 2026Q1: 8,016 shares; 2026Q2: 4,946 shares 4,946 $356K 0.11% -3,070 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,440 shares; 2025Q4: 3,825 shares; 2026Q1: 3,440 shares; 2026Q2: 3,300 shares 3,300 $355K 0.11% -140 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,517 shares; 2025Q1: 7,608 shares; 2025Q2: 3,383 shares; 2025Q3: 3,168 shares; 2025Q4: 2,877 shares; 2026Q1: 8,445 shares; 2026Q2: 2,108 shares 2,108 $349K 0.11% -6,337 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,835 shares; 2025Q2: 10,047 shares; 2025Q3: 7,737 shares; 2025Q4: 7,755 shares; 2026Q1: 6,863 shares; 2026Q2: 6,767 shares 6,767 $344K 0.11% -96 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,394 shares; 2025Q1: 18,258 shares; 2025Q2: 17,734 shares; 2025Q3: not reported; 2025Q4: 17,937 shares; 2026Q1: 19,593 shares; 2026Q2: 19,226 shares 19,226 $344K 0.11% -367 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 1,680 shares; 2025Q2: 1,494 shares; 2025Q3: 1,407 shares; 2025Q4: not reported; 2026Q1: 1,172 shares; 2026Q2: 1,173 shares 1,173 $343K 0.11% +1 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,160 shares; 2025Q1: 19,410 shares; 2025Q2: 19,060 shares; 2025Q3: 19,060 shares; 2025Q4: 16,542 shares; 2026Q1: 13,541 shares; 2026Q2: 12,449 shares 12,449 $341K 0.11% -1,092 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,717 shares 7,717 $338K 0.11% new Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,408 shares; 2025Q1: 11,408 shares; 2025Q2: 23,015 shares; 2025Q3: 23,015 shares; 2025Q4: 23,015 shares; 2026Q1: 23,015 shares; 2026Q2: 23,015 shares 23,015 $331K 0.1% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,514 shares; 2026Q1: not reported; 2026Q2: 517 shares 517 $330K 0.1% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $327K 0.1% new Timeline FEMB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,848 shares; 2025Q3: 9,939 shares; 2025Q4: 9,970 shares; 2026Q1: 10,818 shares; 2026Q2: 10,848 shares 10,848 $317K 0.1% +30 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,496 shares; 2026Q2: 5,496 shares 5,496 $306K 0.1% 0 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,364 shares 9,364 $301K 0.09% new Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,235 shares; 2026Q1: 10,160 shares; 2026Q2: 7,545 shares 7,545 $291K 0.09% -2,615 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,324 shares; 2026Q1: 4,879 shares; 2026Q2: 4,690 shares 4,690 $288K 0.09% -189 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,845 shares; 2025Q1: 2,014 shares; 2025Q2: 1,845 shares; 2025Q3: 1,883 shares; 2025Q4: 1,802 shares; 2026Q1: 2,101 shares; 2026Q2: 10,505 shares 10,505 $288K 0.09% +8,404 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; 2024Q3: restricted; 2024Q4: 2,330 shares; 2025Q1: 2,409 shares; 2025Q2: 2,323 shares; 2025Q3: 3,396 shares; 2025Q4: 2,512 shares; 2026Q1: 1,792 shares; 2026Q2: 1,815 shares 1,815 $287K 0.09% +23 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,208 shares; 2025Q1: 1,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,808 shares; 2025Q4: 3,558 shares; 2026Q1: 2,138 shares; 2026Q2: 2,938 shares 2,938 $283K 0.09% +800 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; 2024Q3: restricted; 2024Q4: 4,415 shares; 2025Q1: 5,150 shares; 2025Q2: 2,467 shares; 2025Q3: 3,625 shares; 2025Q4: 5,026 shares; 2026Q1: 5,491 shares; 2026Q2: 4,747 shares 4,747 $283K 0.09% -744 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; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 615 shares; 2025Q2: 470 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 3,420 shares; 2026Q2: 2,920 shares 2,920 $281K 0.09% -500 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,917 shares; 2025Q1: 6,450 shares; 2025Q2: 5,608 shares; 2025Q3: 5,185 shares; 2025Q4: 4,564 shares; 2026Q1: 4,417 shares; 2026Q2: 3,670 shares 3,670 $279K 0.09% -747 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,421 shares; 2026Q1: 1,472 shares; 2026Q2: 1,444 shares 1,444 $274K 0.09% -28 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; 2024Q3: restricted; 2024Q4: 4,425 shares; 2025Q1: 4,300 shares; 2025Q2: 3,903 shares; 2025Q3: 4,018 shares; 2025Q4: 4,335 shares; 2026Q1: 4,241 shares; 2026Q2: 3,784 shares 3,784 $273K 0.08% -457 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,867 shares; 2025Q1: 24,369 shares; 2025Q2: 24,820 shares; 2025Q3: 25,422 shares; 2025Q4: 25,459 shares; 2026Q1: 25,461 shares; 2026Q2: 25,212 shares 25,212 $270K 0.08% -249 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,215 shares 1,215 $269K 0.08% new Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,625 shares; 2026Q1: 8,865 shares; 2026Q2: 8,405 shares 8,405 $263K 0.08% -460 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; 2024Q3: restricted; 2024Q4: 1,033 shares; 2025Q1: 1,062 shares; 2025Q2: 1,033 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,063 shares 1,063 $262K 0.08% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,477 shares; 2025Q1: 4,981 shares; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 6,928 shares; 2026Q1: 7,292 shares; 2026Q2: 6,372 shares 6,372 $262K 0.08% -920 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,130 shares; 2026Q2: 30,364 shares 30,364 $261K 0.08% +20,234 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,502 shares; 2025Q1: 20,502 shares; 2025Q2: 20,502 shares; 2025Q3: 20,502 shares; 2025Q4: 20,502 shares; 2026Q1: 20,502 shares; 2026Q2: 20,502 shares 20,502 $260K 0.08% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,239 shares; 2025Q1: 2,089 shares; 2025Q2: 2,230 shares; 2025Q3: 2,041 shares; 2025Q4: 2,025 shares; 2026Q1: 2,027 shares; 2026Q2: 1,911 shares 1,911 $259K 0.08% -116 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,146 shares; 2025Q1: 1,148 shares; 2025Q2: 1,146 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares 1,148 $252K 0.08% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $248K 0.08% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,380 shares; 2025Q2: 1,274 shares; 2025Q3: 1,206 shares; 2025Q4: 1,210 shares; 2026Q1: 1,155 shares; 2026Q2: 1,091 shares 1,091 $248K 0.08% -64 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,411 shares; 2025Q1: 10,502 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 11,827 shares; 2026Q1: 11,827 shares; 2026Q2: 10,827 shares 10,827 $247K 0.08% -1,000 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,052 shares 2,052 $237K 0.07% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,316 shares 6,316 $237K 0.07% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $235K 0.07% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,132 shares; 2025Q2: 1,151 shares; 2025Q3: 1,051 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares 1,064 $235K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 592 shares; 2025Q1: 607 shares; 2025Q2: 353 shares; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 599 shares; 2026Q2: 2,901 shares 2,901 $234K 0.07% +2,302 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $233K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,428 shares; 2025Q1: 4,796 shares; 2025Q2: 4,585 shares; 2025Q3: 4,441 shares; 2025Q4: 4,545 shares; 2026Q1: 4,551 shares; 2026Q2: 1,605 shares 1,605 $225K 0.07% -2,946 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,462 shares; 2025Q1: 7,362 shares; 2025Q2: 7,061 shares; 2025Q3: 8,807 shares; 2025Q4: 11,048 shares; 2026Q1: 11,091 shares; 2026Q2: 11,920 shares 11,920 $220K 0.07% +829 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; 2024Q3: restricted; 2024Q4: 7,330 shares; 2025Q1: 11,911 shares; 2025Q2: 12,207 shares; 2025Q3: 10,691 shares; 2025Q4: 10,965 shares; 2026Q1: 10,359 shares; 2026Q2: 10,114 shares 10,114 $219K 0.07% -245 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,075 shares 1,075 $216K 0.07% new 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; 2024Q3: restricted; 2024Q4: 25,912 shares; 2025Q1: 23,644 shares; 2025Q2: 18,712 shares; 2025Q3: 17,254 shares; 2025Q4: 15,284 shares; 2026Q1: 15,054 shares; 2026Q2: 10,307 shares 10,307 $213K 0.07% -4,747 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,035 shares; 2026Q2: 23,535 shares 23,535 $210K 0.07% +2,500 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,080 shares; 2026Q2: 9,897 shares 9,897 $209K 0.06% +1,817 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; 2024Q3: restricted; 2024Q4: 5,540 shares; 2025Q1: 8,909 shares; 2025Q2: 4,891 shares; 2025Q3: 8,280 shares; 2025Q4: 8,614 shares; 2026Q1: 8,332 shares; 2026Q2: 8,172 shares 8,172 $209K 0.06% -160 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $208K 0.06% new 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; 2024Q3: restricted; 2024Q4: 1,436 shares; 2025Q1: 1,437 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares 735 $207K 0.06% new 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; 2024Q3: restricted; 2024Q4: 17,183 shares; 2025Q1: 14,874 shares; 2025Q2: 12,198 shares; 2025Q3: 11,403 shares; 2025Q4: 10,846 shares; 2026Q1: 10,671 shares; 2026Q2: 4,830 shares 4,830 $205K 0.06% -5,841 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,893 shares; 2025Q4: 3,625 shares; 2026Q1: 3,575 shares; 2026Q2: 1,981 shares 1,981 $202K 0.06% -1,594 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; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,858 shares 1,858 $201K 0.06% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,554 shares; 2025Q3: 15,554 shares; 2025Q4: 15,554 shares; 2026Q1: 15,554 shares; 2026Q2: 15,554 shares 15,554 $199K 0.06% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,896 shares; 2026Q2: 16,996 shares 16,996 $197K 0.06% +100 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 368 shares; 2025Q2: 333 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 559 shares 559 $192K 0.06% +316 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $182K 0.06% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 12,250 shares; 2026Q2: 12,250 shares 12,250 $175K 0.05% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,350 shares 20,350 $173K 0.05% new Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,218 shares; 2025Q1: 15,218 shares; 2025Q2: 15,218 shares; 2025Q3: 15,218 shares; 2025Q4: 15,218 shares; 2026Q1: 15,218 shares; 2026Q2: 15,218 shares 15,218 $172K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 200 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $168K 0.05% 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; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 961 shares; 2025Q2: 443 shares; 2025Q3: 721 shares; 2025Q4: 1,066 shares; 2026Q1: 1,128 shares; 2026Q2: 969 shares 969 $160K 0.05% -159 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 302 shares; 2025Q3: 303 shares; 2025Q4: 405 shares; 2026Q1: 406 shares; 2026Q2: 2,044 shares 2,044 $155K 0.05% +1,638 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,120 shares; 2025Q1: 10,120 shares; 2025Q2: 17,338 shares; 2025Q3: 17,338 shares; 2025Q4: 17,338 shares; 2026Q1: 17,338 shares; 2026Q2: 17,338 shares 17,338 $152K 0.05% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,652 shares; 2025Q3: 13,652 shares; 2025Q4: 13,652 shares; 2026Q1: 13,652 shares; 2026Q2: 13,652 shares 13,652 $150K 0.05% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,275 shares; 2026Q2: 13,275 shares 13,275 $147K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,565 shares; 2025Q1: 1,594 shares; 2025Q2: 1,122 shares; 2025Q3: 1,027 shares; 2025Q4: 1,023 shares; 2026Q1: 1,061 shares; 2026Q2: 1,062 shares 1,062 $146K 0.05% +1 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,494 shares; 2025Q1: 1,529 shares; 2025Q2: 1,494 shares; 2025Q3: 1,244 shares; 2025Q4: 744 shares; 2026Q1: 717 shares; 2026Q2: 717 shares 717 $143K 0.04% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,495 shares; 2026Q2: 11,495 shares 11,495 $137K 0.04% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: 2,602 shares; 2025Q2: 2,384 shares; 2025Q3: 4,049 shares; 2025Q4: 6,613 shares; 2026Q1: 6,008 shares; 2026Q2: 5,810 shares 5,810 $136K 0.04% -198 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,500 shares 16,500 $136K 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $134K 0.04% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 840 shares; 2025Q1: 844 shares; 2025Q2: 870 shares; 2025Q3: 157 shares; 2025Q4: 1,409 shares; 2026Q1: 1,253 shares; 2026Q2: 1,203 shares 1,203 $129K 0.04% -50 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $129K 0.04% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,606 shares; 2025Q1: 20,844 shares; 2025Q2: 21,214 shares; 2025Q3: 21,584 shares; 2025Q4: 15,668 shares; 2026Q1: 15,908 shares; 2026Q2: 16,295 shares 16,295 $128K 0.04% +387 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,461 shares; 2025Q1: 12,461 shares; 2025Q2: 12,461 shares; 2025Q3: 12,461 shares; 2025Q4: 12,461 shares; 2026Q1: 12,461 shares; 2026Q2: 12,461 shares 12,461 $124K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $110K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 15 shares; 2025Q3: 61 shares; 2025Q4: 1,776 shares; 2026Q1: 66 shares; 2026Q2: 166 shares 166 $106K 0.03% +100 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 4,430 shares 4,430 $101K 0.03% +4,427 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 977 shares; 2025Q1: 976 shares; 2025Q2: not reported; 2025Q3: 12,218 shares; 2025Q4: 976 shares; 2026Q1: 1,231 shares; 2026Q2: 1,268 shares 1,268 $99.3K 0.03% +37 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,247 shares; 2025Q1: 15,247 shares; 2025Q2: 15,247 shares; 2025Q3: 15,247 shares; 2025Q4: 15,247 shares; 2026Q1: 15,247 shares; 2026Q2: 15,247 shares 15,247 $93.8K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 514 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $93.1K 0.03% 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; 2024Q3: restricted; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $92.5K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 31 shares; 2025Q2: 332 shares; 2025Q3: 335 shares; 2025Q4: 386 shares; 2026Q1: 387 shares; 2026Q2: 297 shares 297 $90K 0.03% -90 Timeline FV 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; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $89.2K 0.03% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 1,645 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 1,935 shares; 2026Q2: 2,070 shares 2,070 $87.8K 0.03% +135 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 335 shares 335 $84.5K 0.03% -17 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 2,155 shares 2,155 $84.4K 0.03% +1,995 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 4,484 shares; 2025Q4: 4,397 shares; 2026Q1: 456 shares; 2026Q2: 435 shares 435 $82.7K 0.03% -21 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 782 shares 782 $81.2K 0.03% -108 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; 2024Q3: restricted; 2024Q4: 1,384 shares; 2025Q1: 855 shares; 2025Q2: 795 shares; 2025Q3: 845 shares; 2025Q4: 938 shares; 2026Q1: 918 shares; 2026Q2: 832 shares 832 $80.2K 0.02% -86 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $78.8K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 928 shares; 2025Q1: 703 shares; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares; 2026Q2: 2,075 shares 2,075 $78.7K 0.02% -482 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $77.6K 0.02% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,071 shares; 2026Q2: 1,270 shares 1,270 $74.8K 0.02% -10,801 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 632 shares; 2025Q2: 704 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 286 shares; 2026Q2: 908 shares 908 $72.6K 0.02% +622 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $71.4K 0.02% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $67.9K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $67K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 262 shares; 2025Q2: 270 shares; 2025Q3: 507 shares; 2025Q4: 769 shares; 2026Q1: 727 shares; 2026Q2: 706 shares 706 $66.7K 0.02% -21 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $66.4K 0.02% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 1,200 shares 1,200 $58.9K 0.02% -2,200 Timeline PZA 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; 2024Q3: restricted; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 2,889 shares; 2025Q4: 2,371 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $57.5K 0.02% 0 Timeline MISL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,909 shares; 2026Q1: 17,877 shares; 2026Q2: 1,218 shares 1,218 $55.7K 0.02% -16,659 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: 487 shares; 2025Q2: 7,439 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 651 shares 651 $54.1K 0.02% +163 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 292 shares 292 $53.7K 0.02% +233 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,772 shares; 2025Q2: 1,777 shares; 2025Q3: 1,132 shares; 2025Q4: 1,789 shares; 2026Q1: 1,793 shares; 2026Q2: 995 shares 995 $52.9K 0.02% -798 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $51.8K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 503 shares; 2025Q2: 504 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 459 shares; 2026Q2: 459 shares 459 $50.6K 0.02% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,831 shares; 2025Q1: 1,353 shares; 2025Q2: 2,103 shares; 2025Q3: 2,181 shares; 2025Q4: 1,965 shares; 2026Q1: 1,673 shares; 2026Q2: 1,922 shares 1,922 $50.4K 0.02% +249 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $49.8K 0.02% new 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; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 71 shares 71 $46.8K 0.01% -12 Timeline PTH 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $46K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 547 shares 547 $45.2K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,888 shares; 2025Q1: 2,799 shares; 2025Q2: 2,718 shares; 2025Q3: 2,570 shares; 2025Q4: 2,421 shares; 2026Q1: 2,376 shares; 2026Q2: 600 shares 600 $44.9K 0.01% -1,776 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; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,671 shares; 2025Q2: 1,748 shares; 2025Q3: 1,638 shares; 2025Q4: 1,702 shares; 2026Q1: 1,609 shares; 2026Q2: 1,617 shares 1,617 $41.5K 0.01% +8 Timeline MDIV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $40.1K 0.01% 0 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 1,460 shares 1,460 $39.9K 0.01% +1,210 Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 1,000 shares; 2025Q3: 150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $38.9K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 700 shares 700 $36.6K 0.01% new Timeline JVAL 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; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $35.2K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 70 shares; 2026Q2: 95 shares 95 $34.8K 0.01% +25 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; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 173 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $34.7K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,666 shares; 2025Q1: 754 shares; 2025Q2: 400 shares; 2025Q3: 546 shares; 2025Q4: 868 shares; 2026Q1: 709 shares; 2026Q2: 775 shares 775 $32.1K 0.01% +66 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 858 shares; 2025Q1: 855 shares; 2025Q2: 527 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $30.6K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 160 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $30.1K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 776 shares; 2025Q1: 963 shares; 2025Q2: 879 shares; 2025Q3: 722 shares; 2025Q4: 546 shares; 2026Q1: 1,528 shares; 2026Q2: 508 shares 508 $29.6K 0.01% -1,020 Timeline PCY 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; 2024Q3: restricted; 2024Q4: 623 shares; 2025Q1: 782 shares; 2025Q2: 568 shares; 2025Q3: 1,164 shares; 2025Q4: 1,431 shares; 2026Q1: 1,301 shares; 2026Q2: 1,353 shares 1,353 $29.3K 0.01% +52 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $28.4K 0.01% 0 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $28.2K 0.01% 0 Timeline DDIV 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; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $27.1K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 507 shares; 2025Q2: 412 shares; 2025Q3: 346 shares; 2025Q4: 426 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $26.1K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $21.5K 0.01% 0 Timeline PCR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $21.1K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 275 shares; 2025Q2: 149 shares; 2025Q3: 221 shares; 2025Q4: 348 shares; 2026Q1: 283 shares; 2026Q2: 316 shares 316 $21.1K 0.01% +33 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; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 2,562 shares; 2025Q2: 1,122 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $20.7K 0.01% 0 Timeline JPEF 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 203 shares; 2026Q1: 76 shares; 2026Q2: 231 shares 231 $18.6K 0.01% +155 Timeline HEFT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 665 shares 665 $17.6K 0.01% +165 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,066 shares 1,066 $17K 0.01% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $16.2K 0.01% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351 shares 351 $15.2K <0.01% new Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $15.2K <0.01% new Timeline GII 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $15.1K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: 204 shares; 2026Q2: 144 shares 144 $14.3K <0.01% -60 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 300 shares 300 $13.5K <0.01% -50 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 939 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 55 shares; 2026Q2: 54 shares 54 $13.2K <0.01% -1 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $12.8K <0.01% 0 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $12.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $12.7K <0.01% 0 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares; 2026Q2: 470 shares 470 $12.6K <0.01% +240 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: not reported; 2026Q1: 467 shares; 2026Q2: 470 shares 470 $12.3K <0.01% +3 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.9K <0.01% 0 Timeline PBW 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,833 shares; 2025Q4: 19,324 shares; 2026Q1: 50 shares; 2026Q2: 303 shares 303 $11.8K <0.01% +253 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177 shares 177 $11.3K <0.01% new 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; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $11.2K <0.01% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $11.2K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10.8K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 129 shares; 2025Q2: 89 shares; 2025Q3: 120 shares; 2025Q4: 254 shares; 2026Q1: 141 shares; 2026Q2: 157 shares 157 $10.5K <0.01% +16 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 222 shares; 2025Q2: 115 shares; 2025Q3: 224 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 227 shares 227 $10.4K <0.01% +2 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 256 shares 256 $9.87K <0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 327 shares; 2025Q1: 238 shares; 2025Q2: 726 shares; 2025Q3: 622 shares; 2025Q4: 344 shares; 2026Q1: 281 shares; 2026Q2: 320 shares 320 $9.86K <0.01% +39 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 60 shares; 2026Q1: 74 shares; 2026Q2: 85 shares 85 $9.59K <0.01% +11 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $8.37K <0.01% new 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; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 479 shares; 2025Q2: 366 shares; 2025Q3: 1,000 shares; 2025Q4: 1,380 shares; 2026Q1: 314 shares; 2026Q2: 138 shares 138 $7.95K <0.01% -176 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 42 shares; 2026Q1: 53 shares; 2026Q2: 60 shares 60 $7.93K <0.01% +7 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 30 shares; 2026Q1: 41 shares; 2026Q2: 48 shares 48 $7.75K <0.01% +7 Timeline PJP 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 3,364 shares; 2026Q2: 61 shares 61 $7.22K <0.01% -3,303 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 75 shares; 2026Q1: 95 shares; 2026Q2: 107 shares 107 $7.11K <0.01% +12 Timeline ALTY GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $6.99K <0.01% new Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $6.92K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 71 shares; 2026Q1: 86 shares; 2026Q2: 97 shares 97 $6.66K <0.01% +11 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 48 shares; 2026Q1: 61 shares; 2026Q2: 69 shares 69 $6.53K <0.01% +8 Timeline NANR 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 61 shares; 2026Q1: 76 shares; 2026Q2: 85 shares 85 $6.42K <0.01% +9 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 77 shares; 2025Q2: 177 shares; 2025Q3: 77 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $6.41K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $6.35K <0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $6.24K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $6.24K <0.01% 0 Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 113 shares; 2026Q1: 140 shares; 2026Q2: 158 shares 158 $5.69K <0.01% +18 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 56 shares 56 $5.4K <0.01% +45 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89 shares 89 $5.13K <0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,735 shares; 2025Q1: 422 shares; 2025Q2: 150 shares; 2025Q3: 303 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.06K <0.01% 0 Timeline RSPS 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 166 shares; 2026Q1: 167 shares; 2026Q2: 169 shares 169 $5.06K <0.01% +2 Timeline PBE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $5.02K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.94K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 104 shares; 2026Q2: 105 shares 105 $4.84K <0.01% +1 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 88 shares; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $4.66K <0.01% 0 Timeline BAKKT INC BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,000 shares; 2025Q1: 67,000 shares; 2025Q2: 67,000 shares; 2025Q3: 67,548 shares; 2025Q4: 77,548 shares; 2026Q1: 77,548 shares; 2026Q2: 77,548 shares 77,548 $4.27K <0.01% 0 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 30 shares 30 $4.16K <0.01% -22 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $4.15K <0.01% new Timeline RWO 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; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $4.13K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 143 shares; 2025Q2: 91 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $4.02K <0.01% 0 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $3.85K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 34 shares; 2025Q4: 213 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $3.75K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $3.65K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 134 shares; 2025Q2: 106 shares; 2025Q3: 196 shares; 2025Q4: 201 shares; 2026Q1: 521 shares; 2026Q2: 31 shares 31 $3.39K <0.01% -490 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: 655 shares; 2026Q2: 20 shares 20 $2.67K <0.01% -635 Timeline PIZ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $2.24K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $1.74K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $938 <0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $711 <0.01% 0 Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $670 <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $617 <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 54 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $548 <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $513 <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,733 shares; 2025Q1: 3,625 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $426 <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $386 <0.01% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $328 <0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $230 <0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $138 <0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $135 <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $75 <0.01% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,348 shares; 2025Q1: 8,933 shares; 2025Q2: 9,760 shares; 2025Q3: 9,515 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $60 <0.01% 0 Timeline FXO 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; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 11,424 shares; 2025Q2: 12,323 shares; 2025Q3: 12,354 shares; 2025Q4: 12,517 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $53 <0.01% 0 Timeline FXU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,389 shares; 2025Q2: 15,200 shares; 2025Q3: 15,243 shares; 2025Q4: 15,820 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $51 <0.01% 0 Timeline QQXT 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,386 shares; 2025Q3: 6,452 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $38 <0.01% 0 Amount filed as zero, left out of ratios. Timeline FXD 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; 2024Q3: restricted; 2024Q4: 9,157 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $35 <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $26 <0.01% 0 Amount filed as zero, left out of ratios. Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $16 <0.01% 0 Amount filed as zero, left out of ratios. Timeline