IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,304 shares; 2024Q4: 562,501 shares; 2025Q1: 634,066 shares; 2025Q2: 626,003 shares; 2025Q3: 656,319 shares; 2025Q4: 684,489 shares; 2026Q1: 716,711 shares 716,711 $151M 7.88% +32,222 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056,304 shares; 2024Q4: 1,077,456 shares; 2025Q1: 1,082,461 shares; 2025Q2: 1,171,070 shares; 2025Q3: 1,120,983 shares; 2025Q4: 1,114,316 shares; 2026Q1: 1,164,899 shares 1,164,899 $132M 6.86% +50,583 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884,913 shares; 2024Q4: 953,167 shares; 2025Q1: 809,113 shares; 2025Q2: 831,851 shares; 2025Q3: 979,293 shares; 2025Q4: 1,008,825 shares; 2026Q1: 1,000,681 shares 1,000,681 $90.6M 4.72% -8,144 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,709 shares; 2024Q4: 60,072 shares; 2025Q1: 70,300 shares; 2025Q2: 72,158 shares; 2025Q3: 79,885 shares; 2025Q4: 101,313 shares; 2026Q1: 110,682 shares 110,682 $66.1M 3.44% +9,369 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,861 shares; 2024Q4: 591,868 shares; 2025Q1: 585,695 shares; 2025Q2: 947,253 shares; 2025Q3: 1,050,732 shares; 2025Q4: 1,196,042 shares; 2026Q1: 1,296,014 shares 1,296,014 $59.1M 3.08% +99,972 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,414 shares; 2024Q4: 203,637 shares; 2025Q1: 202,327 shares; 2025Q2: 199,693 shares; 2025Q3: 201,000 shares; 2025Q4: 202,079 shares; 2026Q1: 208,343 shares 208,343 $52.9M 2.75% +6,264 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,248 shares; 2024Q4: 65,921 shares; 2025Q1: 65,062 shares; 2025Q2: 64,061 shares; 2025Q3: 61,695 shares; 2025Q4: 58,682 shares; 2026Q1: 55,694 shares 55,694 $36.4M 1.89% -2,988 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,179 shares; 2024Q4: 162,158 shares; 2025Q1: 214,561 shares; 2025Q2: 328,561 shares; 2025Q3: 365,761 shares; 2025Q4: 406,717 shares; 2026Q1: 391,273 shares 391,273 $35.3M 1.84% -15,444 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,560 shares; 2024Q4: 261,155 shares; 2025Q1: 289,282 shares; 2025Q2: 316,642 shares; 2025Q3: 319,860 shares; 2025Q4: 331,315 shares; 2026Q1: 352,653 shares 352,653 $33.8M 1.76% +21,338 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,776 shares; 2024Q4: 198,670 shares; 2025Q1: 211,159 shares; 2025Q2: 217,678 shares; 2025Q3: 227,266 shares; 2025Q4: 237,719 shares; 2026Q1: 252,258 shares 252,258 $33.4M 1.74% +14,539 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,121 shares; 2024Q4: 263,792 shares; 2025Q1: 287,628 shares; 2025Q2: 284,803 shares; 2025Q3: 298,458 shares; 2025Q4: 308,099 shares; 2026Q1: 328,555 shares 328,555 $30.5M 1.59% +20,456 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,341 shares; 2024Q4: 195,847 shares; 2025Q1: 211,205 shares; 2025Q2: 212,997 shares; 2025Q3: 221,766 shares; 2025Q4: 229,364 shares; 2026Q1: 233,584 shares 233,584 $29M 1.51% +4,220 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,564 shares; 2024Q4: 117,171 shares; 2025Q1: 123,694 shares; 2025Q2: 130,844 shares; 2025Q3: 135,303 shares; 2025Q4: 133,847 shares; 2026Q1: 147,944 shares 147,944 $25.8M 1.34% +14,097 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,247 shares; 2024Q4: 506,001 shares; 2025Q1: 513,093 shares; 2025Q2: 590,085 shares; 2025Q3: 649,946 shares; 2025Q4: 641,167 shares; 2026Q1: 638,492 shares 638,492 $24.8M 1.29% -2,675 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,352 shares; 2024Q4: 254,619 shares; 2025Q1: 229,426 shares; 2025Q2: 217,400 shares; 2025Q3: 202,239 shares; 2025Q4: 188,601 shares; 2026Q1: 172,866 shares 172,866 $24.6M 1.28% -15,735 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,419 shares; 2024Q4: 62,784 shares; 2025Q1: 60,415 shares; 2025Q2: 61,126 shares; 2025Q3: 63,739 shares; 2025Q4: 63,737 shares; 2026Q1: 63,548 shares 63,548 $20.9M 1.09% -189 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,432 shares; 2024Q4: 44,038 shares; 2025Q1: 44,581 shares; 2025Q2: 43,200 shares; 2025Q3: 43,438 shares; 2025Q4: 43,860 shares; 2026Q1: 43,382 shares 43,382 $20.8M 1.08% -478 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,414 shares; 2024Q4: 224,886 shares; 2025Q1: 271,044 shares; 2025Q2: 285,043 shares; 2025Q3: 290,504 shares; 2025Q4: 297,116 shares; 2026Q1: 270,819 shares 270,819 $20.7M 1.08% -26,297 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,653 shares; 2024Q4: 333,112 shares; 2025Q1: 310,836 shares; 2025Q2: 301,746 shares; 2025Q3: 298,124 shares; 2025Q4: 284,317 shares; 2026Q1: 283,937 shares 283,937 $19.8M 1.03% -380 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,803 shares; 2024Q4: 45,603 shares; 2025Q1: 47,085 shares; 2025Q2: 50,351 shares; 2025Q3: 49,488 shares; 2025Q4: 49,118 shares; 2026Q1: 52,134 shares 52,134 $19.3M 1% +3,016 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,768 shares; 2024Q4: 140,693 shares; 2025Q1: 134,192 shares; 2025Q2: 417,158 shares; 2025Q3: 434,640 shares; 2025Q4: 340,062 shares; 2026Q1: 338,979 shares 338,979 $17.1M 0.89% -1,083 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,798 shares; 2024Q4: 55,373 shares; 2025Q1: 58,031 shares; 2025Q2: 56,569 shares; 2025Q3: 57,049 shares; 2025Q4: 56,337 shares; 2026Q1: 57,870 shares 57,870 $16.6M 0.86% +1,533 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,900 shares; 2024Q4: 352,932 shares; 2025Q1: 417,965 shares; 2025Q2: 429,178 shares; 2025Q3: 419,487 shares; 2025Q4: 422,235 shares; 2026Q1: 490,715 shares 490,715 $16.6M 0.86% +68,480 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,676 shares; 2024Q4: 64,759 shares; 2025Q1: 67,766 shares; 2025Q2: 68,948 shares; 2025Q3: 69,595 shares; 2025Q4: 74,019 shares; 2026Q1: 74,867 shares 74,867 $15.6M 0.81% +848 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,616 shares; 2024Q4: 22,685 shares; 2025Q1: 24,473 shares; 2025Q2: not reported; 2025Q3: 23,757 shares; 2025Q4: 23,356 shares; 2026Q1: 23,158 shares 23,158 $13.4M 0.7% -198 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,824 shares; 2024Q4: 59,795 shares; 2025Q1: 59,471 shares; 2025Q2: 59,835 shares; 2025Q3: 60,372 shares; 2025Q4: 60,770 shares; 2026Q1: 61,247 shares 61,247 $13.2M 0.69% +477 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,653 shares; 2024Q4: 146,707 shares; 2025Q1: 174,754 shares; 2025Q2: 197,713 shares; 2025Q3: 203,341 shares; 2025Q4: 216,175 shares; 2026Q1: 254,424 shares 254,424 $12.9M 0.67% +38,249 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,583 shares; 2024Q4: 114,897 shares; 2025Q1: 109,743 shares; 2025Q2: 190,439 shares; 2025Q3: 207,302 shares; 2025Q4: 237,509 shares; 2026Q1: 255,610 shares 255,610 $12.8M 0.66% +18,101 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,275 shares; 2024Q4: 16,300 shares; 2025Q1: 16,137 shares; 2025Q2: 24,159 shares; 2025Q3: 25,325 shares; 2025Q4: 27,360 shares; 2026Q1: 29,130 shares 29,130 $12.5M 0.65% +1,770 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,412 shares; 2024Q4: 34,564 shares; 2025Q1: 35,322 shares; 2025Q2: 39,174 shares; 2025Q3: 42,059 shares; 2025Q4: 41,340 shares; 2026Q1: 40,409 shares 40,409 $11.6M 0.61% -931 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922,269 shares; 2024Q4: 973,906 shares; 2025Q1: 1,108,175 shares; 2025Q2: 430,203 shares; 2025Q3: 428,600 shares; 2025Q4: 416,420 shares; 2026Q1: 459,184 shares 459,184 $11.4M 0.59% +42,764 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,177 shares; 2024Q4: 153,961 shares; 2025Q1: 158,443 shares; 2025Q2: 157,609 shares; 2025Q3: 156,777 shares; 2025Q4: 157,878 shares; 2026Q1: 156,704 shares 156,704 $11.1M 0.58% -1,174 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,188 shares; 2024Q4: 40,644 shares; 2025Q1: 42,095 shares; 2025Q2: 44,215 shares; 2025Q3: 44,475 shares; 2025Q4: 45,202 shares; 2026Q1: 45,661 shares 45,661 $10.9M 0.56% +459 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,167 shares; 2024Q4: 258,028 shares; 2025Q1: 300,973 shares; 2025Q2: 316,785 shares; 2025Q3: 333,062 shares; 2025Q4: 371,489 shares; 2026Q1: 489,871 shares 489,871 $10.2M 0.53% +118,382 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,562 shares; 2024Q4: 29,968 shares; 2025Q1: 31,998 shares; 2025Q2: 33,381 shares; 2025Q3: 33,467 shares; 2025Q4: 33,366 shares; 2026Q1: 34,167 shares 34,167 $10M 0.52% +801 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,625 shares; 2024Q4: 44,197 shares; 2025Q1: 41,116 shares; 2025Q2: 39,987 shares; 2025Q3: 39,389 shares; 2025Q4: 42,313 shares; 2026Q1: 38,637 shares 38,637 $9.44M 0.49% -3,676 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,347 shares; 2024Q4: 137,982 shares; 2025Q1: 130,256 shares; 2025Q2: 121,484 shares; 2025Q3: 125,362 shares; 2025Q4: 116,582 shares; 2026Q1: 106,252 shares 106,252 $9.36M 0.49% -10,330 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 16,462 shares; 2025Q1: 16,047 shares; 2025Q2: 15,412 shares; 2025Q3: 15,472 shares; 2025Q4: 15,020 shares; 2026Q1: 16,141 shares 16,141 $9.24M 0.48% +1,121 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,207 shares; 2024Q4: 306,721 shares; 2025Q1: 304,523 shares; 2025Q2: 296,971 shares; 2025Q3: 277,990 shares; 2025Q4: 268,155 shares; 2026Q1: 258,803 shares 258,803 $9.2M 0.48% -9,352 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 11,966 shares; 2025Q1: 11,765 shares; 2025Q2: 12,783 shares; 2025Q3: 13,252 shares; 2025Q4: 14,373 shares; 2026Q1: 13,855 shares 13,855 $9.01M 0.47% -518 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,066 shares; 2026Q1: 123,130 shares 123,130 $8.83M 0.46% +113,064 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,496 shares; 2024Q4: 24,723 shares; 2025Q1: 24,332 shares; 2025Q2: 24,040 shares; 2025Q3: 24,380 shares; 2025Q4: 24,622 shares; 2026Q1: 24,332 shares 24,332 $8.22M 0.43% -290 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,683 shares; 2024Q4: 86,504 shares; 2025Q1: 110,990 shares; 2025Q2: 250,424 shares; 2025Q3: 236,798 shares; 2025Q4: 149,002 shares; 2026Q1: 155,892 shares 155,892 $8.14M 0.42% +6,890 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,076 shares; 2024Q4: 29,273 shares; 2025Q1: 31,740 shares; 2025Q2: 30,746 shares; 2025Q3: 31,229 shares; 2025Q4: 30,759 shares; 2026Q1: 30,536 shares 30,536 $8M 0.42% -223 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,546 shares; 2024Q4: 268,798 shares; 2025Q1: 275,194 shares; 2025Q2: 283,463 shares; 2025Q3: 288,048 shares; 2025Q4: 279,925 shares; 2026Q1: 162,824 shares 162,824 $7.63M 0.4% -117,101 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,440 shares; 2024Q4: 14,782 shares; 2025Q1: 17,908 shares; 2025Q2: 18,782 shares; 2025Q3: 18,839 shares; 2025Q4: 22,898 shares; 2026Q1: 17,493 shares 17,493 $7.46M 0.39% -5,405 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,992 shares; 2024Q4: 17,614 shares; 2025Q1: 16,682 shares; 2025Q2: 15,981 shares; 2025Q3: 16,007 shares; 2025Q4: 16,387 shares; 2026Q1: 16,924 shares 16,924 $7.39M 0.38% +537 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,553 shares; 2025Q1: 7,742 shares; 2025Q2: 7,536 shares; 2025Q3: 7,397 shares; 2025Q4: 7,282 shares; 2026Q1: 7,401 shares 7,401 $7.37M 0.38% +119 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,872 shares; 2025Q1: 19,793 shares; 2025Q2: 19,737 shares; 2025Q3: 19,677 shares; 2025Q4: 21,988 shares; 2026Q1: 22,962 shares 22,962 $7.37M 0.38% +974 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,298 shares; 2024Q4: 71,747 shares; 2025Q1: 74,313 shares; 2025Q2: 72,993 shares; 2025Q3: 68,823 shares; 2025Q4: 66,970 shares; 2026Q1: 57,969 shares 57,969 $7.2M 0.38% -9,001 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,887 shares; 2024Q4: 109,609 shares; 2025Q1: 103,273 shares; 2025Q2: not reported; 2025Q3: 104,629 shares; 2025Q4: 104,546 shares; 2026Q1: 100,624 shares 100,624 $6.8M 0.35% -3,922 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 17,577 shares; 2025Q1: 18,068 shares; 2025Q2: 18,999 shares; 2025Q3: 19,799 shares; 2025Q4: 20,083 shares; 2026Q1: 21,613 shares 21,613 $6.69M 0.35% +1,530 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,535 shares; 2024Q4: 37,781 shares; 2025Q1: 38,397 shares; 2025Q2: 38,458 shares; 2025Q3: 39,066 shares; 2025Q4: 39,034 shares; 2026Q1: 45,545 shares 45,545 $6.58M 0.34% +6,511 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,937 shares; 2024Q4: 167,930 shares; 2025Q1: 195,411 shares; 2025Q2: 198,454 shares; 2025Q3: 216,431 shares; 2025Q4: 231,859 shares; 2026Q1: 240,190 shares 240,190 $6.46M 0.34% +8,331 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,951 shares; 2024Q4: 15,900 shares; 2025Q1: 17,842 shares; 2025Q2: 16,694 shares; 2025Q3: 16,647 shares; 2025Q4: 16,523 shares; 2026Q1: 17,188 shares 17,188 $6.39M 0.33% +665 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,200 shares; 2024Q4: 83,382 shares; 2025Q1: 107,921 shares; 2025Q2: 122,183 shares; 2025Q3: 126,383 shares; 2025Q4: 132,871 shares; 2026Q1: 158,946 shares 158,946 $6.27M 0.33% +26,075 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,984 shares; 2024Q4: 102,440 shares; 2025Q1: 103,854 shares; 2025Q2: 104,766 shares; 2025Q3: 104,388 shares; 2025Q4: 102,614 shares; 2026Q1: 96,129 shares 96,129 $6.16M 0.32% -6,485 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,685 shares; 2025Q2: 64,315 shares; 2025Q3: 64,092 shares; 2025Q4: 63,824 shares; 2026Q1: 55,185 shares 55,185 $6.11M 0.32% -8,639 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,902 shares; 2024Q4: 90,614 shares; 2025Q1: 103,750 shares; 2025Q2: 42,385 shares; 2025Q3: 46,519 shares; 2025Q4: 48,292 shares; 2026Q1: 48,087 shares 48,087 $5.7M 0.3% -205 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,320 shares; 2026Q1: 66,359 shares 66,359 $5.68M 0.3% +60,039 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,949 shares; 2024Q4: 68,055 shares; 2025Q1: 69,176 shares; 2025Q2: 69,005 shares; 2025Q3: 69,259 shares; 2025Q4: 69,246 shares; 2026Q1: 66,992 shares 66,992 $5.61M 0.29% -2,254 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 309,213 shares; 2025Q2: 309,213 shares; 2025Q3: 309,213 shares; 2025Q4: 309,213 shares; 2026Q1: 309,213 shares 309,213 $5.31M 0.28% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 23,451 shares; 2025Q1: 22,460 shares; 2025Q2: 26,248 shares; 2025Q3: 26,169 shares; 2025Q4: 39,225 shares; 2026Q1: 24,835 shares 24,835 $5.31M 0.28% -14,390 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,665 shares; 2024Q4: 15,999 shares; 2025Q1: 18,093 shares; 2025Q2: not reported; 2025Q3: 20,886 shares; 2025Q4: 33,014 shares; 2026Q1: 35,533 shares 35,533 $5.26M 0.27% +2,519 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 14,907 shares; 2025Q1: 15,546 shares; 2025Q2: 15,993 shares; 2025Q3: 15,835 shares; 2025Q4: 16,294 shares; 2026Q1: 16,868 shares 16,868 $5.1M 0.27% +574 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,103 shares; 2024Q4: 33,378 shares; 2025Q1: 33,422 shares; 2025Q2: 32,144 shares; 2025Q3: 30,409 shares; 2025Q4: 29,752 shares; 2026Q1: 29,957 shares 29,957 $5.08M 0.26% +205 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 22,053 shares; 2025Q1: 15,203 shares; 2025Q2: 18,845 shares; 2025Q3: 23,244 shares; 2025Q4: 23,243 shares; 2026Q1: 20,252 shares 20,252 $5.02M 0.26% -2,991 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,058 shares; 2024Q4: 18,058 shares; 2025Q1: 18,058 shares; 2025Q2: 18,058 shares; 2025Q3: 18,058 shares; 2025Q4: 19,883 shares; 2026Q1: 19,890 shares 19,890 $5M 0.26% +7 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 10,126 shares; 2025Q1: 15,277 shares; 2025Q2: 15,283 shares; 2025Q3: 14,020 shares; 2025Q4: 14,944 shares; 2026Q1: 13,973 shares 13,973 $4.98M 0.26% -971 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,613 shares; 2024Q4: 25,495 shares; 2025Q1: 25,656 shares; 2025Q2: 25,660 shares; 2025Q3: 25,323 shares; 2025Q4: 25,379 shares; 2026Q1: 25,182 shares 25,182 $4.94M 0.26% -197 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,129 shares; 2025Q1: 6,922 shares; 2025Q2: 15,208 shares; 2025Q3: 15,783 shares; 2025Q4: 16,064 shares; 2026Q1: 16,039 shares 16,039 $4.81M 0.25% -25 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,311 shares; 2025Q1: 4,849 shares; 2025Q2: 4,683 shares; 2025Q3: 4,733 shares; 2025Q4: 4,859 shares; 2026Q1: 5,059 shares 5,059 $4.65M 0.24% +200 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,493 shares; 2024Q4: 165,125 shares; 2025Q1: 155,207 shares; 2025Q2: 164,902 shares; 2025Q3: 173,525 shares; 2025Q4: 161,397 shares; 2026Q1: 161,403 shares 161,403 $4.53M 0.24% +6 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 6,004 shares; 2025Q1: 7,103 shares; 2025Q2: 6,925 shares; 2025Q3: 6,740 shares; 2025Q4: 6,314 shares; 2026Q1: 6,306 shares 6,306 $4.4M 0.23% -8 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,846 shares; 2024Q4: 45,715 shares; 2025Q1: 45,651 shares; 2025Q2: 46,840 shares; 2025Q3: 46,136 shares; 2025Q4: 44,906 shares; 2026Q1: 44,546 shares 44,546 $4.31M 0.22% -360 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 11,979 shares; 2025Q1: 13,446 shares; 2025Q2: 12,600 shares; 2025Q3: 12,656 shares; 2025Q4: 11,997 shares; 2026Q1: 12,866 shares 12,866 $4.23M 0.22% +869 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 19,661 shares; 2025Q1: 19,649 shares; 2025Q2: 19,735 shares; 2025Q3: 19,732 shares; 2025Q4: 19,615 shares; 2026Q1: 19,592 shares 19,592 $4.12M 0.21% -23 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,955 shares; 2025Q1: 8,037 shares; 2025Q2: 8,161 shares; 2025Q3: 8,212 shares; 2025Q4: 8,281 shares; 2026Q1: 8,227 shares 8,227 $4.11M 0.21% -54 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,300 shares; 2024Q4: 151,484 shares; 2025Q1: 154,321 shares; 2025Q2: 140,347 shares; 2025Q3: 126,110 shares; 2025Q4: 120,794 shares; 2026Q1: 118,967 shares 118,967 $4.11M 0.21% -1,827 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,754 shares; 2024Q4: 37,157 shares; 2025Q1: 39,033 shares; 2025Q2: 39,178 shares; 2025Q3: 39,914 shares; 2025Q4: 41,014 shares; 2026Q1: 40,183 shares 40,183 $3.9M 0.2% -831 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,587 shares; 2026Q1: 33,574 shares 33,574 $3.87M 0.2% -13 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,745 shares; 2025Q3: 43,072 shares; 2025Q4: 46,920 shares; 2026Q1: 51,239 shares 51,239 $3.85M 0.2% +4,319 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,609 shares; 2024Q4: 50,563 shares; 2025Q1: 52,396 shares; 2025Q2: 51,904 shares; 2025Q3: 52,434 shares; 2025Q4: 52,285 shares; 2026Q1: 51,305 shares 51,305 $3.78M 0.2% -980 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,115 shares; 2024Q4: 23,832 shares; 2025Q1: 23,502 shares; 2025Q2: 24,809 shares; 2025Q3: 25,678 shares; 2025Q4: 26,249 shares; 2026Q1: 22,673 shares 22,673 $3.67M 0.19% -3,576 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,041 shares; 2024Q4: 20,319 shares; 2025Q1: 19,497 shares; 2025Q2: 16,091 shares; 2025Q3: 18,248 shares; 2025Q4: 18,189 shares; 2026Q1: 17,706 shares 17,706 $3.66M 0.19% -483 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,811 shares; 2024Q4: 121,163 shares; 2025Q1: 113,377 shares; 2025Q2: 106,642 shares; 2025Q3: 35,977 shares; 2025Q4: 34,067 shares; 2026Q1: 40,741 shares 40,741 $3.62M 0.19% +6,674 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 10,842 shares; 2025Q1: 11,341 shares; 2025Q2: 16,958 shares; 2025Q3: 18,687 shares; 2025Q4: 19,196 shares; 2026Q1: 19,760 shares 19,760 $3.6M 0.19% +564 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 8,811 shares; 2025Q1: 9,426 shares; 2025Q2: 9,540 shares; 2025Q3: 9,493 shares; 2025Q4: 10,021 shares; 2026Q1: 11,372 shares 11,372 $3.57M 0.19% +1,351 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,857 shares; 2024Q4: 32,959 shares; 2025Q1: 32,795 shares; 2025Q2: 33,204 shares; 2025Q3: 30,360 shares; 2025Q4: 28,301 shares; 2026Q1: 29,158 shares 29,158 $3.51M 0.18% +857 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 10,717 shares; 2025Q1: 14,406 shares; 2025Q2: 14,279 shares; 2025Q3: 13,911 shares; 2025Q4: 14,230 shares; 2026Q1: 14,263 shares 14,263 $3.46M 0.18% +33 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 16,973 shares; 2025Q1: 17,059 shares; 2025Q2: not reported; 2025Q3: 17,416 shares; 2025Q4: 17,772 shares; 2026Q1: 17,760 shares 17,760 $3.43M 0.18% -12 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 12,131 shares; 2025Q1: 12,071 shares; 2025Q2: 11,764 shares; 2025Q3: 12,030 shares; 2025Q4: 17,192 shares; 2026Q1: 17,209 shares 17,209 $3.43M 0.18% +17 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,796 shares; 2025Q4: 107,338 shares; 2026Q1: 108,487 shares 108,487 $3.38M 0.18% +1,149 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,105 shares; 2024Q4: 58,982 shares; 2025Q1: 54,531 shares; 2025Q2: 42,864 shares; 2025Q3: 44,255 shares; 2025Q4: 46,333 shares; 2026Q1: 43,282 shares 43,282 $3.36M 0.17% -3,051 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,826 shares; 2024Q4: 32,321 shares; 2025Q1: 35,299 shares; 2025Q2: 39,035 shares; 2025Q3: 40,658 shares; 2025Q4: 43,143 shares; 2026Q1: 40,637 shares 40,637 $3.24M 0.17% -2,506 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 5,359 shares; 2025Q1: 8,354 shares; 2025Q2: 8,895 shares; 2025Q3: 8,544 shares; 2025Q4: 11,355 shares; 2026Q1: 16,788 shares 16,788 $3.22M 0.17% +5,433 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,448 shares; 2024Q4: 104,303 shares; 2025Q1: 103,988 shares; 2025Q2: 103,624 shares; 2025Q3: 102,942 shares; 2025Q4: 97,547 shares; 2026Q1: 94,126 shares 94,126 $3.2M 0.17% -3,421 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,993 shares; 2024Q4: 361,522 shares; 2025Q1: 379,627 shares; 2025Q2: 37,859 shares; 2025Q3: 38,797 shares; 2025Q4: 38,980 shares; 2026Q1: 38,164 shares 38,164 $3.13M 0.16% -816 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,124 shares; 2024Q4: 113,437 shares; 2025Q1: 98,969 shares; 2025Q2: 82,730 shares; 2025Q3: 63,610 shares; 2025Q4: 47,659 shares; 2026Q1: 31,466 shares 31,466 $3.12M 0.16% -16,193 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,470 shares; 2024Q4: 107,314 shares; 2025Q1: 87,935 shares; 2025Q2: 97,702 shares; 2025Q3: 95,881 shares; 2025Q4: 100,520 shares; 2026Q1: 120,920 shares 120,920 $3.09M 0.16% +20,400 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,347 shares; 2024Q4: 283,441 shares; 2025Q1: 270,231 shares; 2025Q2: 269,490 shares; 2025Q3: 259,483 shares; 2025Q4: 239,187 shares; 2026Q1: 89,414 shares 89,414 $3.02M 0.16% -149,773 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,307 shares; 2024Q4: 66,151 shares; 2025Q1: 67,042 shares; 2025Q2: 66,434 shares; 2025Q3: 66,609 shares; 2025Q4: 67,237 shares; 2026Q1: 64,970 shares 64,970 $2.98M 0.15% -2,267 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 5,252 shares; 2025Q1: 5,024 shares; 2025Q2: 4,961 shares; 2025Q3: 5,098 shares; 2025Q4: 4,956 shares; 2026Q1: 4,848 shares 4,848 $2.93M 0.15% -108 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,804 shares; 2025Q1: 2,802 shares; 2025Q2: 3,171 shares; 2025Q3: 3,457 shares; 2025Q4: 3,852 shares; 2026Q1: 3,416 shares 3,416 $2.89M 0.15% -436 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,567 shares; 2024Q4: 22,802 shares; 2025Q1: 22,733 shares; 2025Q2: 25,236 shares; 2025Q3: 24,914 shares; 2025Q4: 24,173 shares; 2026Q1: 25,022 shares 25,022 $2.88M 0.15% +849 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 12,578 shares; 2025Q1: 11,445 shares; 2025Q2: 9,657 shares; 2025Q3: 9,696 shares; 2025Q4: 9,569 shares; 2026Q1: 9,481 shares 9,481 $2.87M 0.15% -88 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,122 shares; 2024Q4: 68,413 shares; 2025Q1: 68,439 shares; 2025Q2: 68,627 shares; 2025Q3: 67,970 shares; 2025Q4: 66,879 shares; 2026Q1: 64,673 shares 64,673 $2.82M 0.15% -2,206 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,953 shares; 2024Q4: 40,068 shares; 2025Q1: 37,834 shares; 2025Q2: 37,122 shares; 2025Q3: 45,451 shares; 2025Q4: 47,441 shares; 2026Q1: 61,400 shares 61,400 $2.8M 0.15% +13,959 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,849 shares; 2025Q1: 2,808 shares; 2025Q2: 2,788 shares; 2025Q3: 2,823 shares; 2025Q4: 25,701 shares; 2026Q1: 29,143 shares 29,143 $2.8M 0.15% +3,442 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 11,046 shares; 2025Q1: 7,985 shares; 2025Q2: 12,579 shares; 2025Q3: 14,293 shares; 2025Q4: 29,152 shares; 2026Q1: 20,747 shares 20,747 $2.76M 0.14% -8,405 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: 14,418 shares; 2025Q1: 14,737 shares; 2025Q2: 14,880 shares; 2025Q3: 14,368 shares; 2025Q4: 13,885 shares; 2026Q1: 12,668 shares 12,668 $2.76M 0.14% -1,217 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,138 shares; 2024Q4: 67,965 shares; 2025Q1: 73,923 shares; 2025Q2: 72,260 shares; 2025Q3: 77,569 shares; 2025Q4: 75,658 shares; 2026Q1: 77,600 shares 77,600 $2.72M 0.14% +1,942 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 11,479 shares; 2025Q1: 11,985 shares; 2025Q2: not reported; 2025Q3: 12,260 shares; 2025Q4: 13,074 shares; 2026Q1: 12,970 shares 12,970 $2.7M 0.14% -104 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,337 shares; 2024Q4: 75,317 shares; 2025Q1: 78,531 shares; 2025Q2: 81,031 shares; 2025Q3: 81,309 shares; 2025Q4: 76,874 shares; 2026Q1: 64,088 shares 64,088 $2.67M 0.14% -12,786 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,756 shares; 2025Q1: 5,745 shares; 2025Q2: 8,642 shares; 2025Q3: 9,066 shares; 2025Q4: 9,215 shares; 2026Q1: 9,838 shares 9,838 $2.66M 0.14% +623 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 4,106 shares; 2025Q1: 4,367 shares; 2025Q2: 4,386 shares; 2025Q3: 4,563 shares; 2025Q4: 7,790 shares; 2026Q1: 9,235 shares 9,235 $2.63M 0.14% +1,445 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,387 shares; 2024Q4: 17,673 shares; 2025Q1: 16,527 shares; 2025Q2: 16,003 shares; 2025Q3: 17,985 shares; 2025Q4: 24,378 shares; 2026Q1: 24,335 shares 24,335 $2.59M 0.13% -43 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,819 shares; 2025Q1: 6,416 shares; 2025Q2: 6,758 shares; 2025Q3: 6,970 shares; 2025Q4: 7,274 shares; 2026Q1: 7,504 shares 7,504 $2.58M 0.13% +230 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,613 shares; 2025Q1: 3,585 shares; 2025Q2: 3,643 shares; 2025Q3: 3,648 shares; 2025Q4: 4,426 shares; 2026Q1: 3,634 shares 3,634 $2.57M 0.13% -792 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,662 shares; 2024Q4: 13,661 shares; 2025Q1: 13,939 shares; 2025Q2: not reported; 2025Q3: 14,819 shares; 2025Q4: 14,039 shares; 2026Q1: 16,057 shares 16,057 $2.49M 0.13% +2,018 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,436 shares; 2025Q1: 2,440 shares; 2025Q2: 2,631 shares; 2025Q3: 2,685 shares; 2025Q4: 2,806 shares; 2026Q1: 2,873 shares 2,873 $2.49M 0.13% +67 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,515 shares; 2024Q4: 9,451 shares; 2025Q1: 8,976 shares; 2025Q2: 8,252 shares; 2025Q3: 8,012 shares; 2025Q4: 7,837 shares; 2026Q1: 7,995 shares 7,995 $2.48M 0.13% +158 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,570 shares; 2024Q4: 30,503 shares; 2025Q1: 34,328 shares; 2025Q2: 36,700 shares; 2025Q3: 39,270 shares; 2025Q4: 38,200 shares; 2026Q1: 40,251 shares 40,251 $2.44M 0.13% +2,051 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,412 shares; 2024Q4: 31,194 shares; 2025Q1: 32,591 shares; 2025Q2: 35,129 shares; 2025Q3: 31,681 shares; 2025Q4: 34,051 shares; 2026Q1: 31,699 shares 31,699 $2.41M 0.13% -2,352 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 9,700 shares; 2025Q1: 10,066 shares; 2025Q2: 10,705 shares; 2025Q3: 11,497 shares; 2025Q4: 13,650 shares; 2026Q1: 15,063 shares 15,063 $2.41M 0.13% +1,413 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 8,126 shares; 2025Q1: 8,474 shares; 2025Q2: 9,530 shares; 2025Q3: 10,754 shares; 2025Q4: 11,236 shares; 2026Q1: 11,610 shares 11,610 $2.36M 0.12% +374 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 10,362 shares; 2025Q1: 14,614 shares; 2025Q2: 15,777 shares; 2025Q3: 17,408 shares; 2025Q4: 17,404 shares; 2026Q1: 18,096 shares 18,096 $2.33M 0.12% +692 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,433 shares; 2024Q4: 58,238 shares; 2025Q1: 58,178 shares; 2025Q2: 58,084 shares; 2025Q3: 57,633 shares; 2025Q4: 55,106 shares; 2026Q1: 51,511 shares 51,511 $2.32M 0.12% -3,595 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 6,356 shares; 2025Q1: 7,792 shares; 2025Q2: 6,982 shares; 2025Q3: 7,524 shares; 2025Q4: 6,502 shares; 2026Q1: 6,775 shares 6,775 $2.32M 0.12% +273 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 28,087 shares; 2025Q1: 29,989 shares; 2025Q2: 29,143 shares; 2025Q3: 39,754 shares; 2025Q4: 40,327 shares; 2026Q1: 39,965 shares 39,965 $2.26M 0.12% -362 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,966 shares; 2024Q4: 31,637 shares; 2025Q1: 34,492 shares; 2025Q2: 34,348 shares; 2025Q3: 34,385 shares; 2025Q4: 33,660 shares; 2026Q1: 31,689 shares 31,689 $2.25M 0.12% -1,971 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 7,744 shares; 2025Q1: 15,322 shares; 2025Q2: 10,076 shares; 2025Q3: 14,178 shares; 2025Q4: 14,715 shares; 2026Q1: 15,241 shares 15,241 $2.24M 0.12% +526 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 7,765 shares; 2025Q1: 7,758 shares; 2025Q2: 7,640 shares; 2025Q3: 5,164 shares; 2025Q4: 5,088 shares; 2026Q1: 5,086 shares 5,086 $2.22M 0.12% -2 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,278 shares; 2024Q4: 34,098 shares; 2025Q1: 35,266 shares; 2025Q2: 35,634 shares; 2025Q3: 36,228 shares; 2025Q4: 36,160 shares; 2026Q1: 35,499 shares 35,499 $2.22M 0.12% -661 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 7,146 shares; 2025Q3: 7,164 shares; 2025Q4: 7,083 shares; 2026Q1: 7,301 shares 7,301 $2.15M 0.11% +218 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,420 shares; 2024Q4: 55,204 shares; 2025Q1: 54,851 shares; 2025Q2: 54,023 shares; 2025Q3: 53,753 shares; 2025Q4: 50,679 shares; 2026Q1: 54,389 shares 54,389 $2.12M 0.11% +3,710 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,511 shares; 2024Q4: 15,170 shares; 2025Q1: 15,355 shares; 2025Q2: 15,620 shares; 2025Q3: 17,395 shares; 2025Q4: 16,474 shares; 2026Q1: 15,548 shares 15,548 $2.11M 0.11% -926 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,232 shares; 2024Q4: 11,698 shares; 2025Q1: 11,955 shares; 2025Q2: 12,168 shares; 2025Q3: 12,316 shares; 2025Q4: 12,607 shares; 2026Q1: 14,386 shares 14,386 $2.1M 0.11% +1,779 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,228 shares; 2024Q4: 22,542 shares; 2025Q1: 22,588 shares; 2025Q2: 22,966 shares; 2025Q3: 21,813 shares; 2025Q4: 21,505 shares; 2026Q1: 21,465 shares 21,465 $2.1M 0.11% -40 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,336 shares; 2024Q4: 44,135 shares; 2025Q1: 49,949 shares; 2025Q2: 54,929 shares; 2025Q3: 35,809 shares; 2025Q4: 38,935 shares; 2026Q1: 42,600 shares 42,600 $2.08M 0.11% +3,665 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 17,017 shares; 2025Q1: 17,637 shares; 2025Q2: 17,910 shares; 2025Q3: 21,680 shares; 2025Q4: 21,685 shares; 2026Q1: 22,351 shares 22,351 $2.08M 0.11% +666 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,362 shares; 2024Q4: 8,471 shares; 2025Q1: 9,006 shares; 2025Q2: 8,937 shares; 2025Q3: 6,003 shares; 2025Q4: 5,707 shares; 2026Q1: 5,876 shares 5,876 $2.07M 0.11% +169 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 947 shares; 2025Q1: 1,363 shares; 2025Q2: 1,467 shares; 2025Q3: 1,318 shares; 2025Q4: 1,965 shares; 2026Q1: 2,342 shares 2,342 $2.04M 0.11% +377 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 17,019 shares; 2025Q1: 19,616 shares; 2025Q2: 23,066 shares; 2025Q3: 25,986 shares; 2025Q4: 26,025 shares; 2026Q1: 28,611 shares 28,611 $2.04M 0.11% +2,586 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 18,151 shares; 2025Q1: 19,340 shares; 2025Q2: 20,033 shares; 2025Q3: 19,883 shares; 2025Q4: 20,348 shares; 2026Q1: 20,232 shares 20,232 $2.03M 0.11% -116 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,450 shares; 2024Q4: 29,081 shares; 2025Q1: 23,382 shares; 2025Q2: 25,436 shares; 2025Q3: 26,146 shares; 2025Q4: 26,248 shares; 2026Q1: 24,169 shares 24,169 $2M 0.1% -2,079 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 17,735 shares; 2025Q1: 17,763 shares; 2025Q2: 17,246 shares; 2025Q3: 17,283 shares; 2025Q4: 17,392 shares; 2026Q1: 17,404 shares 17,404 $1.94M 0.1% +12 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,170 shares; 2024Q4: 40,684 shares; 2025Q1: 39,139 shares; 2025Q2: 39,018 shares; 2025Q3: 39,180 shares; 2025Q4: 33,998 shares; 2026Q1: 33,375 shares 33,375 $1.9M 0.1% -623 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 8,209 shares; 2025Q2: 8,742 shares; 2025Q3: 8,790 shares; 2025Q4: 8,887 shares; 2026Q1: 8,762 shares 8,762 $1.87M 0.1% -125 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 682 shares; 2025Q1: 1,452 shares; 2025Q2: 1,683 shares; 2025Q3: 2,148 shares; 2025Q4: 2,371 shares; 2026Q1: 2,393 shares 2,393 $1.85M 0.1% +22 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,845 shares; 2024Q4: 16,170 shares; 2025Q1: 18,903 shares; 2025Q2: 18,537 shares; 2025Q3: 19,371 shares; 2025Q4: 18,539 shares; 2026Q1: 18,789 shares 18,789 $1.85M 0.1% +250 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,136 shares; 2025Q1: 3,198 shares; 2025Q2: 2,747 shares; 2025Q3: 3,260 shares; 2025Q4: 3,413 shares; 2026Q1: 3,368 shares 3,368 $1.81M 0.09% -45 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 14,522 shares; 2025Q1: 14,157 shares; 2025Q2: 14,504 shares; 2025Q3: 14,092 shares; 2025Q4: 14,726 shares; 2026Q1: 14,094 shares 14,094 $1.81M 0.09% -632 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 10,009 shares; 2025Q1: 9,881 shares; 2025Q2: 10,467 shares; 2025Q3: 10,943 shares; 2025Q4: 10,516 shares; 2026Q1: 10,810 shares 10,810 $1.79M 0.09% +294 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,109 shares; 2025Q1: 3,990 shares; 2025Q2: 3,599 shares; 2025Q3: 5,651 shares; 2025Q4: 6,211 shares; 2026Q1: 7,294 shares 7,294 $1.77M 0.09% +1,083 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,326 shares; 2024Q4: 19,386 shares; 2025Q1: 19,283 shares; 2025Q2: 19,139 shares; 2025Q3: 19,105 shares; 2025Q4: 17,587 shares; 2026Q1: 17,577 shares 17,577 $1.77M 0.09% -10 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,525 shares; 2025Q1: 12,402 shares; 2025Q2: 12,195 shares; 2025Q3: 12,205 shares; 2025Q4: 12,277 shares; 2026Q1: 12,093 shares 12,093 $1.76M 0.09% -184 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5,223 shares; 2025Q1: 4,762 shares; 2025Q2: 4,143 shares; 2025Q3: 4,067 shares; 2025Q4: 3,505 shares; 2026Q1: 3,544 shares 3,544 $1.76M 0.09% +39 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,170 shares; 2025Q3: 3,295 shares; 2025Q4: 3,619 shares; 2026Q1: 2,957 shares 2,957 $1.75M 0.09% -662 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,649 shares; 2024Q4: 51,259 shares; 2025Q1: 50,818 shares; 2025Q2: 54,472 shares; 2025Q3: 59,925 shares; 2025Q4: 58,881 shares; 2026Q1: 59,104 shares 59,104 $1.74M 0.09% +223 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,126 shares; 2025Q1: 8,233 shares; 2025Q2: 8,497 shares; 2025Q3: 8,716 shares; 2025Q4: 9,131 shares; 2026Q1: 8,251 shares 8,251 $1.72M 0.09% -880 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,875 shares; 2025Q1: 6,685 shares; 2025Q2: 5,497 shares; 2025Q3: 5,565 shares; 2025Q4: 5,461 shares; 2026Q1: 5,974 shares 5,974 $1.72M 0.09% +513 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,083 shares; 2025Q1: 5,674 shares; 2025Q2: 5,624 shares; 2025Q3: 5,644 shares; 2025Q4: 5,028 shares; 2026Q1: 5,105 shares 5,105 $1.7M 0.09% +77 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,213 shares; 2025Q1: 1,297 shares; 2025Q2: 1,598 shares; 2025Q3: 1,663 shares; 2025Q4: 1,838 shares; 2026Q1: 4,643 shares 4,643 $1.69M 0.09% +2,805 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,400 shares; 2025Q1: 23,808 shares; 2025Q2: 32,588 shares; 2025Q3: 38,071 shares; 2025Q4: 37,480 shares; 2026Q1: 54,423 shares 54,423 $1.67M 0.09% +16,943 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,886 shares; 2026Q1: 24,453 shares 24,453 $1.67M 0.09% +8,567 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 17,931 shares; 2025Q1: 18,054 shares; 2025Q2: 17,649 shares; 2025Q3: 17,428 shares; 2025Q4: 16,916 shares; 2026Q1: 24,294 shares 24,294 $1.66M 0.09% +7,378 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 18,546 shares; 2025Q1: 18,765 shares; 2025Q2: not reported; 2025Q3: 20,041 shares; 2025Q4: 17,932 shares; 2026Q1: 17,056 shares 17,056 $1.64M 0.09% -876 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,626 shares; 2024Q4: 9,992 shares; 2025Q1: 10,073 shares; 2025Q2: not reported; 2025Q3: 10,441 shares; 2025Q4: 11,294 shares; 2026Q1: 11,650 shares 11,650 $1.62M 0.08% +356 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,349 shares; 2024Q4: 48,726 shares; 2025Q1: 51,549 shares; 2025Q2: 55,533 shares; 2025Q3: 57,422 shares; 2025Q4: 52,624 shares; 2026Q1: 55,943 shares 55,943 $1.62M 0.08% +3,319 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,535 shares; 2024Q4: 317,290 shares; 2025Q1: 138,290 shares; 2025Q2: 135,768 shares; 2025Q3: 145,367 shares; 2025Q4: 125,344 shares; 2026Q1: 85,312 shares 85,312 $1.62M 0.08% -40,032 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 4,474 shares; 2025Q1: 4,508 shares; 2025Q2: 5,660 shares; 2025Q3: 6,387 shares; 2025Q4: 5,757 shares; 2026Q1: 6,985 shares 6,985 $1.61M 0.08% +1,228 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,551 shares; 2024Q4: 6,581 shares; 2025Q1: 6,667 shares; 2025Q2: 6,780 shares; 2025Q3: 6,595 shares; 2025Q4: 6,637 shares; 2026Q1: 6,640 shares 6,640 $1.61M 0.08% +3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,263 shares; 2025Q3: 5,253 shares; 2025Q4: 5,240 shares; 2026Q1: 5,532 shares 5,532 $1.59M 0.08% +292 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,122 shares; 2024Q4: 34,414 shares; 2025Q1: 38,098 shares; 2025Q2: 36,869 shares; 2025Q3: 34,752 shares; 2025Q4: 30,756 shares; 2026Q1: 31,531 shares 31,531 $1.58M 0.08% +775 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,669 shares; 2024Q4: 112,450 shares; 2025Q1: 44,555 shares; 2025Q2: 17,828 shares; 2025Q3: 18,526 shares; 2025Q4: 15,241 shares; 2026Q1: 14,690 shares 14,690 $1.56M 0.08% -551 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,630 shares; 2024Q4: 18,357 shares; 2025Q1: 25,474 shares; 2025Q2: 29,324 shares; 2025Q3: 32,819 shares; 2025Q4: 45,441 shares; 2026Q1: 52,914 shares 52,914 $1.55M 0.08% +7,473 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,532 shares; 2025Q1: 4,402 shares; 2025Q2: 4,013 shares; 2025Q3: 4,575 shares; 2025Q4: 4,752 shares; 2026Q1: 5,394 shares 5,394 $1.51M 0.08% +642 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 7,060 shares; 2025Q1: 9,142 shares; 2025Q2: 10,410 shares; 2025Q3: 12,174 shares; 2025Q4: 13,005 shares; 2026Q1: 12,909 shares 12,909 $1.51M 0.08% -96 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,175 shares; 2025Q1: 2,838 shares; 2025Q2: 3,344 shares; 2025Q3: 4,771 shares; 2025Q4: 3,935 shares; 2026Q1: 5,641 shares 5,641 $1.5M 0.08% +1,706 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,249 shares; 2024Q4: 13,115 shares; 2025Q1: 15,796 shares; 2025Q2: 18,347 shares; 2025Q3: 21,054 shares; 2025Q4: 19,201 shares; 2026Q1: 24,770 shares 24,770 $1.5M 0.08% +5,569 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,511 shares; 2025Q1: 3,807 shares; 2025Q2: 4,728 shares; 2025Q3: 4,710 shares; 2025Q4: 4,947 shares; 2026Q1: 7,853 shares 7,853 $1.49M 0.08% +2,906 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: 41,954 shares; 2025Q1: 41,954 shares; 2025Q2: 41,954 shares; 2025Q3: 41,954 shares; 2025Q4: 41,954 shares; 2026Q1: 41,954 shares 41,954 $1.49M 0.08% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,397 shares; 2024Q4: 25,896 shares; 2025Q1: 22,824 shares; 2025Q2: 23,814 shares; 2025Q3: 24,623 shares; 2025Q4: 27,179 shares; 2026Q1: 22,463 shares 22,463 $1.48M 0.08% -4,716 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,746 shares; 2024Q4: 20,942 shares; 2025Q1: 23,626 shares; 2025Q2: 25,046 shares; 2025Q3: 24,968 shares; 2025Q4: 33,636 shares; 2026Q1: 33,384 shares 33,384 $1.47M 0.08% -252 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,911 shares; 2024Q4: 38,352 shares; 2025Q1: 38,352 shares; 2025Q2: 39,668 shares; 2025Q3: 44,508 shares; 2025Q4: 40,800 shares; 2026Q1: 39,833 shares 39,833 $1.46M 0.08% -967 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,256 shares; 2024Q4: 28,358 shares; 2025Q1: 27,496 shares; 2025Q2: 27,704 shares; 2025Q3: 27,528 shares; 2025Q4: 27,434 shares; 2026Q1: 27,731 shares 27,731 $1.46M 0.08% +297 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,870 shares; 2024Q4: 23,458 shares; 2025Q1: 22,419 shares; 2025Q2: 25,391 shares; 2025Q3: 27,200 shares; 2025Q4: 25,468 shares; 2026Q1: 31,651 shares 31,651 $1.43M 0.07% +6,183 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,070 shares; 2025Q1: 3,119 shares; 2025Q2: 11,508 shares; 2025Q3: 14,569 shares; 2025Q4: 16,094 shares; 2026Q1: 20,902 shares 20,902 $1.41M 0.07% +4,808 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,000 shares; 2024Q4: 62,195 shares; 2025Q1: 62,196 shares; 2025Q2: 62,198 shares; 2025Q3: 62,200 shares; 2025Q4: 62,202 shares; 2026Q1: 62,203 shares 62,203 $1.41M 0.07% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 954 shares; 2025Q1: 844 shares; 2025Q2: 825 shares; 2025Q3: 806 shares; 2025Q4: 958 shares; 2026Q1: 1,049 shares 1,049 $1.38M 0.07% +91 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,547 shares; 2024Q4: 19,310 shares; 2025Q1: 15,619 shares; 2025Q2: not reported; 2025Q3: 15,180 shares; 2025Q4: 15,244 shares; 2026Q1: 14,897 shares 14,897 $1.38M 0.07% -347 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,001 shares 7,001 $1.38M 0.07% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,220 shares; 2024Q4: 31,628 shares; 2025Q1: 32,369 shares; 2025Q2: 33,500 shares; 2025Q3: 33,601 shares; 2025Q4: 29,501 shares; 2026Q1: 28,586 shares 28,586 $1.38M 0.07% -915 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,614 shares; 2025Q1: 5,724 shares; 2025Q2: 5,977 shares; 2025Q3: 6,047 shares; 2025Q4: 6,445 shares; 2026Q1: 5,989 shares 5,989 $1.38M 0.07% -456 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 17,588 shares; 2025Q1: 17,588 shares; 2025Q2: not reported; 2025Q3: 17,438 shares; 2025Q4: 17,153 shares; 2026Q1: 17,154 shares 17,154 $1.37M 0.07% +1 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,580 shares; 2024Q4: 26,762 shares; 2025Q1: 25,324 shares; 2025Q2: 25,065 shares; 2025Q3: 23,620 shares; 2025Q4: 23,614 shares; 2026Q1: 23,608 shares 23,608 $1.37M 0.07% -6 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 12,168 shares; 2025Q1: 12,099 shares; 2025Q2: 11,859 shares; 2025Q3: 12,134 shares; 2025Q4: 12,154 shares; 2026Q1: 12,221 shares 12,221 $1.35M 0.07% +67 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 20,896 shares; 2025Q1: 20,896 shares; 2025Q2: 20,897 shares; 2025Q3: 20,897 shares; 2025Q4: 20,997 shares; 2026Q1: 20,877 shares 20,877 $1.35M 0.07% -120 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,792 shares; 2025Q1: 3,116 shares; 2025Q2: 2,809 shares; 2025Q3: 2,747 shares; 2025Q4: 2,696 shares; 2026Q1: 3,073 shares 3,073 $1.33M 0.07% +377 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 3,211 shares; 2025Q1: 2,465 shares; 2025Q2: 2,486 shares; 2025Q3: 2,404 shares; 2025Q4: 2,629 shares; 2026Q1: 2,368 shares 2,368 $1.33M 0.07% -261 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,674 shares; 2025Q1: 10,005 shares; 2025Q2: 9,371 shares; 2025Q3: 11,533 shares; 2025Q4: 11,871 shares; 2026Q1: 12,104 shares 12,104 $1.33M 0.07% +233 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 3,127 shares; 2025Q1: 3,361 shares; 2025Q2: 3,142 shares; 2025Q3: 3,200 shares; 2025Q4: 3,301 shares; 2026Q1: 3,887 shares 3,887 $1.31M 0.07% +586 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 3,908 shares; 2025Q1: 3,894 shares; 2025Q2: 3,883 shares; 2025Q3: 3,867 shares; 2025Q4: 3,854 shares; 2026Q1: 11,117 shares 11,117 $1.31M 0.07% +7,263 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 7,940 shares; 2025Q4: 11,767 shares; 2026Q1: 13,036 shares 13,036 $1.31M 0.07% +1,269 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 9,057 shares; 2025Q1: 8,915 shares; 2025Q2: 8,968 shares; 2025Q3: 8,475 shares; 2025Q4: 8,524 shares; 2026Q1: 8,571 shares 8,571 $1.3M 0.07% +47 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,436 shares; 2025Q1: 7,428 shares; 2025Q2: 7,931 shares; 2025Q3: 7,897 shares; 2025Q4: 16,569 shares; 2026Q1: 28,246 shares 28,246 $1.3M 0.07% +11,677 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 7,030 shares; 2025Q1: 7,219 shares; 2025Q2: 7,577 shares; 2025Q3: 7,949 shares; 2025Q4: 7,742 shares; 2026Q1: 8,206 shares 8,206 $1.29M 0.07% +464 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,768 shares; 2024Q4: 25,567 shares; 2025Q1: 25,670 shares; 2025Q2: 25,530 shares; 2025Q3: 26,255 shares; 2025Q4: 25,408 shares; 2026Q1: 24,518 shares 24,518 $1.29M 0.07% -890 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,038 shares; 2024Q4: 15,545 shares; 2025Q1: 16,089 shares; 2025Q2: 16,235 shares; 2025Q3: 16,383 shares; 2025Q4: 16,172 shares; 2026Q1: 16,190 shares 16,190 $1.28M 0.07% +18 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,990 shares; 2024Q4: 24,853 shares; 2025Q1: 25,662 shares; 2025Q2: 27,756 shares; 2025Q3: 28,153 shares; 2025Q4: 30,307 shares; 2026Q1: 31,008 shares 31,008 $1.27M 0.07% +701 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 5,056 shares; 2025Q1: 6,392 shares; 2025Q2: 8,778 shares; 2025Q3: 10,159 shares; 2025Q4: 10,132 shares; 2026Q1: 12,365 shares 12,365 $1.27M 0.07% +2,233 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 13,011 shares; 2025Q1: 13,011 shares; 2025Q2: 13,014 shares; 2025Q3: 12,894 shares; 2025Q4: 12,922 shares; 2026Q1: 12,922 shares 12,922 $1.26M 0.07% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 13,107 shares; 2026Q1: 20,027 shares 20,027 $1.25M 0.07% +6,920 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,878 shares; 2025Q1: 3,463 shares; 2025Q2: 3,532 shares; 2025Q3: 3,864 shares; 2025Q4: 3,184 shares; 2026Q1: 4,219 shares 4,219 $1.24M 0.06% +1,035 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 9,444 shares; 2025Q1: 9,260 shares; 2025Q2: 9,340 shares; 2025Q3: 9,017 shares; 2025Q4: 8,584 shares; 2026Q1: 8,656 shares 8,656 $1.22M 0.06% +72 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,994 shares; 2024Q4: 61,841 shares; 2025Q1: 65,221 shares; 2025Q2: 68,978 shares; 2025Q3: 72,777 shares; 2025Q4: 77,256 shares; 2026Q1: 81,693 shares 81,693 $1.22M 0.06% +4,437 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,535 shares 55,535 $1.21M 0.06% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 9,115 shares; 2025Q1: 9,874 shares; 2025Q2: 10,495 shares; 2025Q3: 10,188 shares; 2025Q4: 12,391 shares; 2026Q1: 12,462 shares 12,462 $1.2M 0.06% +71 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 11,753 shares; 2025Q1: 12,427 shares; 2025Q2: 12,910 shares; 2025Q3: 12,674 shares; 2025Q4: 14,089 shares; 2026Q1: 12,066 shares 12,066 $1.2M 0.06% -2,023 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,763 shares; 2024Q4: 25,788 shares; 2025Q1: 33,730 shares; 2025Q2: 38,008 shares; 2025Q3: 44,267 shares; 2025Q4: 39,595 shares; 2026Q1: 51,564 shares 51,564 $1.19M 0.06% +11,969 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,243 shares; 2024Q4: 37,031 shares; 2025Q1: 52,142 shares; 2025Q2: not reported; 2025Q3: 56,760 shares; 2025Q4: 54,551 shares; 2026Q1: 55,379 shares 55,379 $1.17M 0.06% +828 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,785 shares; 2024Q4: 97,050 shares; 2025Q1: 94,413 shares; 2025Q2: 92,971 shares; 2025Q3: 94,676 shares; 2025Q4: 90,625 shares; 2026Q1: 100,783 shares 100,783 $1.16M 0.06% +10,158 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,261 shares; 2025Q1: 3,393 shares; 2025Q2: 3,474 shares; 2025Q3: 3,511 shares; 2025Q4: 3,080 shares; 2026Q1: 3,225 shares 3,225 $1.15M 0.06% +145 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 16,821 shares; 2025Q1: 17,479 shares; 2025Q2: 16,273 shares; 2025Q3: 5,679 shares; 2025Q4: 5,634 shares; 2026Q1: 7,850 shares 7,850 $1.15M 0.06% +2,216 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,122 shares; 2025Q1: 4,691 shares; 2025Q2: 4,678 shares; 2025Q3: 4,668 shares; 2025Q4: 4,625 shares; 2026Q1: 4,600 shares 4,600 $1.15M 0.06% -25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,392 shares; 2025Q1: 7,340 shares; 2025Q2: 7,325 shares; 2025Q3: 7,323 shares; 2025Q4: 7,314 shares; 2026Q1: 7,344 shares 7,344 $1.14M 0.06% +30 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 13,045 shares; 2025Q1: 10,075 shares; 2025Q2: 7,836 shares; 2025Q3: 5,734 shares; 2025Q4: 6,692 shares; 2026Q1: 4,638 shares 4,638 $1.13M 0.06% -2,054 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,533 shares; 2025Q1: 1,658 shares; 2025Q2: 1,855 shares; 2025Q3: 1,943 shares; 2025Q4: 2,078 shares; 2026Q1: 2,449 shares 2,449 $1.13M 0.06% +371 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 5,478 shares; 2025Q1: 5,348 shares; 2025Q2: 5,165 shares; 2025Q3: 5,099 shares; 2025Q4: 5,099 shares; 2026Q1: 5,108 shares 5,108 $1.12M 0.06% +9 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 23,560 shares; 2025Q1: 24,072 shares; 2025Q2: 23,320 shares; 2025Q3: 26,820 shares; 2025Q4: 27,120 shares; 2026Q1: 27,120 shares 27,120 $1.11M 0.06% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,264 shares; 2025Q1: 2,337 shares; 2025Q2: 2,374 shares; 2025Q3: 2,472 shares; 2025Q4: 2,405 shares; 2026Q1: 2,821 shares 2,821 $1.1M 0.06% +416 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 4,726 shares; 2025Q1: 4,741 shares; 2025Q2: 4,993 shares; 2025Q3: 5,702 shares; 2025Q4: 5,192 shares; 2026Q1: 5,590 shares 5,590 $1.09M 0.06% +398 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,164 shares; 2025Q1: 7,013 shares; 2025Q2: 7,746 shares; 2025Q3: 8,020 shares; 2025Q4: 8,221 shares; 2026Q1: 7,413 shares 7,413 $1.07M 0.06% -808 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,341 shares; 2025Q1: 8,270 shares; 2025Q2: 7,879 shares; 2025Q3: 8,402 shares; 2025Q4: 8,207 shares; 2026Q1: 8,133 shares 8,133 $1.07M 0.06% -74 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 6,523 shares; 2025Q1: 7,139 shares; 2025Q2: 7,334 shares; 2025Q3: 7,626 shares; 2025Q4: 8,157 shares; 2026Q1: 8,119 shares 8,119 $1.06M 0.06% -38 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 9,722 shares; 2025Q2: 9,722 shares; 2025Q3: 19,499 shares; 2025Q4: 19,499 shares; 2026Q1: 19,499 shares 19,499 $1.06M 0.05% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,412 shares; 2025Q2: 9,948 shares; 2025Q3: 8,379 shares; 2025Q4: 7,658 shares; 2026Q1: 22,650 shares 22,650 $1.05M 0.05% +14,992 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 5,287 shares; 2025Q2: 5,271 shares; 2025Q3: 4,626 shares; 2025Q4: 3,841 shares; 2026Q1: 3,844 shares 3,844 $1.05M 0.05% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,405 shares; 2025Q1: 2,447 shares; 2025Q2: 2,014 shares; 2025Q3: 2,102 shares; 2025Q4: 2,136 shares; 2026Q1: 2,098 shares 2,098 $1.03M 0.05% -38 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 6,488 shares; 2025Q1: 6,500 shares; 2025Q2: 6,518 shares; 2025Q3: 6,783 shares; 2025Q4: 7,438 shares; 2026Q1: 7,419 shares 7,419 $1.03M 0.05% -19 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 5,522 shares; 2025Q1: 5,665 shares; 2025Q2: 6,158 shares; 2025Q3: 6,121 shares; 2025Q4: 6,164 shares; 2026Q1: 6,219 shares 6,219 $1.02M 0.05% +55 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 5,494 shares; 2025Q1: 5,516 shares; 2025Q2: 5,521 shares; 2025Q3: 5,617 shares; 2025Q4: 5,784 shares; 2026Q1: 6,697 shares 6,697 $1.02M 0.05% +913 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,740 shares; 2024Q4: 33,908 shares; 2025Q1: 33,221 shares; 2025Q2: 33,856 shares; 2025Q3: 33,678 shares; 2025Q4: 63,158 shares; 2026Q1: 41,152 shares 41,152 $1.02M 0.05% -22,006 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 25,618 shares; 2025Q1: 24,693 shares; 2025Q2: 24,518 shares; 2025Q3: 26,962 shares; 2025Q4: 26,111 shares; 2026Q1: 25,791 shares 25,791 $1.02M 0.05% -320 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,059 shares; 2024Q4: 20,855 shares; 2025Q1: 19,899 shares; 2025Q2: 19,335 shares; 2025Q3: 21,103 shares; 2025Q4: 26,209 shares; 2026Q1: 26,844 shares 26,844 $1.02M 0.05% +635 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 9,083 shares; 2025Q1: 9,688 shares; 2025Q2: 9,322 shares; 2025Q3: 9,140 shares; 2025Q4: 9,190 shares; 2026Q1: 9,237 shares 9,237 $1.01M 0.05% +47 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,087 shares; 2024Q4: 10,609 shares; 2025Q1: 9,639 shares; 2025Q2: 9,461 shares; 2025Q3: 8,332 shares; 2025Q4: 12,877 shares; 2026Q1: 9,041 shares 9,041 $1.01M 0.05% -3,836 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,506 shares 12,506 $1.01M 0.05% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 7,039 shares; 2025Q1: 7,970 shares; 2025Q2: 7,920 shares; 2025Q3: 7,960 shares; 2025Q4: 7,830 shares; 2026Q1: 7,911 shares 7,911 $993K 0.05% +81 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,911 shares; 2025Q1: 6,169 shares; 2025Q2: 6,510 shares; 2025Q3: 6,940 shares; 2025Q4: 7,076 shares; 2026Q1: 7,278 shares 7,278 $986K 0.05% +202 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,458 shares; 2025Q3: 11,818 shares; 2025Q4: 11,792 shares; 2026Q1: 12,647 shares 12,647 $976K 0.05% +855 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,949 shares; 2024Q4: 16,378 shares; 2025Q1: 18,323 shares; 2025Q2: 15,473 shares; 2025Q3: 16,608 shares; 2025Q4: 11,033 shares; 2026Q1: 14,822 shares 14,822 $967K 0.05% +3,789 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 6,981 shares; 2025Q1: 6,721 shares; 2025Q2: 7,519 shares; 2025Q3: 7,216 shares; 2025Q4: 8,717 shares; 2026Q1: 7,250 shares 7,250 $957K 0.05% -1,467 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,264 shares; 2025Q2: 31,826 shares; 2025Q3: 36,488 shares; 2025Q4: 31,834 shares; 2026Q1: 41,977 shares 41,977 $954K 0.05% +10,143 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,724 shares; 2025Q1: 6,031 shares; 2025Q2: 6,829 shares; 2025Q3: 7,928 shares; 2025Q4: 10,350 shares; 2026Q1: 11,576 shares 11,576 $953K 0.05% +1,226 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 9,734 shares; 2025Q1: 9,995 shares; 2025Q2: 9,977 shares; 2025Q3: 10,148 shares; 2025Q4: 11,954 shares; 2026Q1: 10,037 shares 10,037 $949K 0.05% -1,917 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 1,545 shares; 2025Q2: 1,455 shares; 2025Q3: 1,316 shares; 2025Q4: 1,165 shares; 2026Q1: 984 shares 984 $946K 0.05% -181 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,938 shares; 2025Q1: 3,000 shares; 2025Q2: 3,175 shares; 2025Q3: 3,225 shares; 2025Q4: 3,230 shares; 2026Q1: 3,545 shares 3,545 $946K 0.05% +315 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,756 shares; 2024Q4: 25,646 shares; 2025Q1: 25,432 shares; 2025Q2: 25,786 shares; 2025Q3: 29,070 shares; 2025Q4: 29,301 shares; 2026Q1: 29,263 shares 29,263 $943K 0.05% -38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 9,217 shares; 2025Q1: 9,091 shares; 2025Q2: 9,078 shares; 2025Q3: 8,758 shares; 2025Q4: 8,505 shares; 2026Q1: 8,571 shares 8,571 $940K 0.05% +66 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,883 shares; 2025Q1: 4,883 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares; 2025Q4: 7,769 shares; 2026Q1: 11,085 shares 11,085 $936K 0.05% +3,316 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,482 shares; 2024Q4: 19,348 shares; 2025Q1: 20,621 shares; 2025Q2: 19,887 shares; 2025Q3: 19,859 shares; 2025Q4: 20,826 shares; 2026Q1: 18,515 shares 18,515 $935K 0.05% -2,311 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,850 shares; 2025Q3: 7,099 shares; 2025Q4: 10,960 shares; 2026Q1: 10,886 shares 10,886 $921K 0.05% -74 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,278 shares; 2025Q1: 7,530 shares; 2025Q2: 7,198 shares; 2025Q3: 7,446 shares; 2025Q4: 7,551 shares; 2026Q1: 8,089 shares 8,089 $917K 0.05% +538 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,516 shares; 2025Q1: 1,564 shares; 2025Q2: 1,708 shares; 2025Q3: 1,876 shares; 2025Q4: 1,937 shares; 2026Q1: 2,039 shares 2,039 $910K 0.05% +102 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 5,904 shares; 2025Q1: 6,801 shares; 2025Q2: 7,523 shares; 2025Q3: 9,042 shares; 2025Q4: 9,301 shares; 2026Q1: 9,854 shares 9,854 $909K 0.05% +553 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,420 shares; 2025Q1: 5,487 shares; 2025Q2: 5,352 shares; 2025Q3: 4,447 shares; 2025Q4: 6,013 shares; 2026Q1: 6,035 shares 6,035 $882K 0.05% +22 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 547 shares; 2025Q1: 537 shares; 2025Q2: 602 shares; 2025Q3: 594 shares; 2025Q4: 599 shares; 2026Q1: 596 shares 596 $882K 0.05% -3 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,722 shares; 2026Q1: 9,661 shares 9,661 $879K 0.05% -61 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,612 shares; 2024Q4: 24,765 shares; 2025Q1: 40,344 shares; 2025Q2: 38,855 shares; 2025Q3: 45,049 shares; 2025Q4: 34,578 shares; 2026Q1: 51,414 shares 51,414 $876K 0.05% +16,836 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,554 shares; 2025Q3: 3,517 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares 3,640 $874K 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,721 shares; 2024Q4: 9,866 shares; 2025Q1: 9,803 shares; 2025Q2: 7,587 shares; 2025Q3: 7,252 shares; 2025Q4: 14,569 shares; 2026Q1: 14,267 shares 14,267 $873K 0.05% -302 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,472 shares; 2024Q4: 21,479 shares; 2025Q1: 21,479 shares; 2025Q2: 21,479 shares; 2025Q3: 21,479 shares; 2025Q4: 21,534 shares; 2026Q1: 21,683 shares 21,683 $871K 0.05% +149 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,809 shares; 2024Q4: 19,680 shares; 2025Q1: 20,165 shares; 2025Q2: 19,700 shares; 2025Q3: 19,864 shares; 2025Q4: 18,352 shares; 2026Q1: 17,966 shares 17,966 $871K 0.05% -386 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,201 shares; 2024Q4: 23,811 shares; 2025Q1: 16,265 shares; 2025Q2: 16,265 shares; 2025Q3: 16,266 shares; 2025Q4: 15,966 shares; 2026Q1: 15,152 shares 15,152 $865K 0.05% -814 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,713 shares; 2025Q1: 1,728 shares; 2025Q2: 1,719 shares; 2025Q3: 1,739 shares; 2025Q4: 1,698 shares; 2026Q1: 1,745 shares 1,745 $856K 0.04% +47 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,344 shares; 2025Q1: 5,637 shares; 2025Q2: 6,291 shares; 2025Q3: 6,905 shares; 2025Q4: 6,268 shares; 2026Q1: 7,363 shares 7,363 $852K 0.04% +1,095 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; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,769 shares; 2025Q1: 9,386 shares; 2025Q2: 8,735 shares; 2025Q3: 9,127 shares; 2025Q4: 7,272 shares; 2026Q1: 10,363 shares 10,363 $850K 0.04% +3,091 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 20,428 shares; 2025Q1: 16,052 shares; 2025Q2: 14,747 shares; 2025Q3: 13,757 shares; 2025Q4: 12,432 shares; 2026Q1: 10,493 shares 10,493 $835K 0.04% -1,939 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,589 shares; 2025Q2: 28,589 shares; 2025Q3: 28,589 shares; 2025Q4: 28,589 shares; 2026Q1: 28,589 shares 28,589 $834K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,686 shares; 2025Q1: 3,757 shares; 2025Q2: 4,087 shares; 2025Q3: 4,526 shares; 2025Q4: 4,107 shares; 2026Q1: 4,072 shares 4,072 $827K 0.04% -35 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,845 shares; 2025Q1: 5,200 shares; 2025Q2: 4,860 shares; 2025Q3: 4,759 shares; 2025Q4: 4,678 shares; 2026Q1: 4,421 shares 4,421 $825K 0.04% -257 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,083 shares; 2024Q4: 69,679 shares; 2025Q1: 69,043 shares; 2025Q2: 69,804 shares; 2025Q3: 70,433 shares; 2025Q4: 55,832 shares; 2026Q1: 48,481 shares 48,481 $823K 0.04% -7,351 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 5,398 shares; 2025Q1: 4,433 shares; 2025Q2: 8,001 shares; 2025Q3: 8,838 shares; 2025Q4: 24,687 shares; 2026Q1: 8,388 shares 8,388 $816K 0.04% -16,299 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,076 shares; 2025Q1: 2,078 shares; 2025Q2: 1,903 shares; 2025Q3: 1,925 shares; 2025Q4: 1,904 shares; 2026Q1: 1,910 shares 1,910 $813K 0.04% +6 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 6,200 shares; 2025Q1: 5,071 shares; 2025Q2: 4,227 shares; 2025Q3: 4,281 shares; 2025Q4: 4,082 shares; 2026Q1: 3,914 shares 3,914 $799K 0.04% -168 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 708 shares; 2025Q1: 681 shares; 2025Q2: 857 shares; 2025Q3: 837 shares; 2025Q4: 1,352 shares; 2026Q1: 884 shares 884 $792K 0.04% -468 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 4,521 shares; 2025Q1: 3,891 shares; 2025Q2: 3,212 shares; 2025Q3: 2,992 shares; 2025Q4: 2,587 shares; 2026Q1: 2,418 shares 2,418 $788K 0.04% -169 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,427 shares; 2025Q1: 5,322 shares; 2025Q2: 5,842 shares; 2025Q3: 5,643 shares; 2025Q4: 5,354 shares; 2026Q1: 5,072 shares 5,072 $787K 0.04% -282 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 7,033 shares; 2026Q1: 5,940 shares 5,940 $785K 0.04% -1,093 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares; 2026Q1: 16,400 shares 16,400 $783K 0.04% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,390 shares; 2024Q4: 130,875 shares; 2025Q1: 122,607 shares; 2025Q2: 15,959 shares; 2025Q3: 15,772 shares; 2025Q4: 16,361 shares; 2026Q1: 16,237 shares 16,237 $780K 0.04% -124 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 14,063 shares; 2025Q1: 13,877 shares; 2025Q2: 13,780 shares; 2025Q3: 13,846 shares; 2025Q4: 13,805 shares; 2026Q1: 13,764 shares 13,764 $779K 0.04% -41 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,012 shares; 2024Q4: 26,474 shares; 2025Q1: 22,275 shares; 2025Q2: 17,724 shares; 2025Q3: 15,570 shares; 2025Q4: 19,659 shares; 2026Q1: 19,902 shares 19,902 $778K 0.04% +243 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 2,212 shares; 2025Q1: 2,255 shares; 2025Q2: 2,472 shares; 2025Q3: 2,878 shares; 2025Q4: 2,357 shares; 2026Q1: 2,427 shares 2,427 $772K 0.04% +70 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 3,155 shares; 2025Q1: 3,157 shares; 2025Q2: 3,461 shares; 2025Q3: 3,296 shares; 2025Q4: 3,369 shares; 2026Q1: 3,375 shares 3,375 $763K 0.04% +6 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,961 shares; 2024Q4: 16,961 shares; 2025Q1: 16,961 shares; 2025Q2: not reported; 2025Q3: 16,961 shares; 2025Q4: 16,961 shares; 2026Q1: 16,961 shares 16,961 $758K 0.04% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 15,098 shares; 2026Q1: 12,730 shares 12,730 $758K 0.04% -2,368 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,427 shares; 2024Q4: 12,426 shares; 2025Q1: 11,522 shares; 2025Q2: 11,127 shares; 2025Q3: 11,052 shares; 2025Q4: 11,237 shares; 2026Q1: 10,372 shares 10,372 $755K 0.04% -865 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 1,972 shares; 2025Q4: 2,491 shares; 2026Q1: 2,672 shares 2,672 $754K 0.04% +181 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 27,748 shares; 2025Q1: 27,748 shares; 2025Q2: 27,748 shares; 2025Q3: 28,942 shares; 2025Q4: 30,474 shares; 2026Q1: 29,926 shares 29,926 $751K 0.04% -548 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,183 shares; 2024Q4: 15,005 shares; 2025Q1: 12,393 shares; 2025Q2: 9,744 shares; 2025Q3: 9,076 shares; 2025Q4: 7,854 shares; 2026Q1: 8,649 shares 8,649 $750K 0.04% +795 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,706 shares; 2025Q1: 3,802 shares; 2025Q2: 4,069 shares; 2025Q3: 3,691 shares; 2025Q4: 3,679 shares; 2026Q1: 3,773 shares 3,773 $748K 0.04% +94 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 7,456 shares; 2025Q1: 7,303 shares; 2025Q2: 6,751 shares; 2025Q3: 6,681 shares; 2025Q4: 5,329 shares; 2026Q1: 5,447 shares 5,447 $748K 0.04% +118 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 9,409 shares; 2025Q1: 9,505 shares; 2025Q2: 9,494 shares; 2025Q3: 13,563 shares; 2025Q4: 14,426 shares; 2026Q1: 14,426 shares 14,426 $746K 0.04% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,399 shares; 2024Q4: 11,470 shares; 2025Q1: 11,469 shares; 2025Q2: 11,536 shares; 2025Q3: 11,603 shares; 2025Q4: 14,512 shares; 2026Q1: 12,565 shares 12,565 $735K 0.04% -1,947 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 11,673 shares; 2025Q1: 11,174 shares; 2025Q2: 11,971 shares; 2025Q3: 12,196 shares; 2025Q4: 12,883 shares; 2026Q1: 12,719 shares 12,719 $733K 0.04% -164 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,623 shares; 2025Q1: 1,682 shares; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 2,098 shares; 2026Q1: 2,325 shares 2,325 $730K 0.04% +227 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,925 shares; 2025Q1: 7,936 shares; 2025Q2: not reported; 2025Q3: 8,121 shares; 2025Q4: 7,870 shares; 2026Q1: 7,914 shares 7,914 $729K 0.04% +44 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,624 shares; 2024Q4: 8,602 shares; 2025Q1: 8,509 shares; 2025Q2: 8,517 shares; 2025Q3: 8,517 shares; 2025Q4: 8,578 shares; 2026Q1: 8,383 shares 8,383 $726K 0.04% -195 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,386 shares; 2025Q1: 2,497 shares; 2025Q2: 2,643 shares; 2025Q3: 3,472 shares; 2025Q4: 4,112 shares; 2026Q1: 3,642 shares 3,642 $720K 0.04% -470 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 5,361 shares; 2025Q1: 6,513 shares; 2025Q2: 6,704 shares; 2025Q3: 6,701 shares; 2025Q4: 8,882 shares; 2026Q1: 9,847 shares 9,847 $714K 0.04% +965 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 13,134 shares; 2025Q1: 12,951 shares; 2025Q2: 12,874 shares; 2025Q3: 12,778 shares; 2025Q4: 12,635 shares; 2026Q1: 12,440 shares 12,440 $712K 0.04% -195 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,309 shares 21,309 $712K 0.04% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 13,581 shares; 2025Q1: 12,561 shares; 2025Q2: 12,397 shares; 2025Q3: 12,729 shares; 2025Q4: 11,576 shares; 2026Q1: 10,868 shares 10,868 $711K 0.04% -708 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,746 shares; 2024Q4: 42,103 shares; 2025Q1: 36,611 shares; 2025Q2: 30,070 shares; 2025Q3: 26,708 shares; 2025Q4: 18,595 shares; 2026Q1: 24,735 shares 24,735 $710K 0.04% +6,140 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,641 shares; 2025Q1: 9,444 shares; 2025Q2: 7,200 shares; 2025Q3: 6,731 shares; 2025Q4: 5,696 shares; 2026Q1: 5,235 shares 5,235 $708K 0.04% -461 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,257 shares; 2025Q1: 2,583 shares; 2025Q2: 2,768 shares; 2025Q3: 2,737 shares; 2025Q4: 2,815 shares; 2026Q1: 2,860 shares 2,860 $707K 0.04% +45 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 4,126 shares; 2025Q1: 4,126 shares; 2025Q2: 4,126 shares; 2025Q3: 4,126 shares; 2025Q4: 4,126 shares; 2026Q1: 4,106 shares 4,106 $702K 0.04% -20 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,768 shares; 2025Q1: 2,803 shares; 2025Q2: 3,976 shares; 2025Q3: 4,921 shares; 2025Q4: 4,698 shares; 2026Q1: 5,969 shares 5,969 $700K 0.04% +1,271 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,385 shares; 2025Q1: 5,449 shares; 2025Q2: not reported; 2025Q3: 5,098 shares; 2025Q4: 4,953 shares; 2026Q1: 5,282 shares 5,282 $692K 0.04% +329 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,560 shares; 2025Q4: 1,916 shares; 2026Q1: 1,927 shares 1,927 $690K 0.04% +11 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; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,637 shares; 2025Q1: 1,647 shares; 2025Q2: 1,607 shares; 2025Q3: 1,720 shares; 2025Q4: 1,702 shares; 2026Q1: 2,472 shares 2,472 $690K 0.04% +770 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 15,452 shares; 2025Q1: 15,149 shares; 2025Q2: 15,056 shares; 2025Q3: 14,740 shares; 2025Q4: 14,966 shares; 2026Q1: 14,680 shares 14,680 $689K 0.04% -286 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,205 shares; 2025Q1: 2,377 shares; 2025Q2: 2,434 shares; 2025Q3: 2,642 shares; 2025Q4: 2,515 shares; 2026Q1: 3,144 shares 3,144 $689K 0.04% +629 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,544 shares; 2025Q1: 4,582 shares; 2025Q2: 4,581 shares; 2025Q3: 4,346 shares; 2025Q4: 4,349 shares; 2026Q1: 4,346 shares 4,346 $684K 0.04% -3 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,158 shares; 2025Q1: 3,196 shares; 2025Q2: 3,327 shares; 2025Q3: 3,335 shares; 2025Q4: 3,333 shares; 2026Q1: 2,621 shares 2,621 $682K 0.04% -712 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,286 shares; 2025Q1: 1,327 shares; 2025Q2: 1,345 shares; 2025Q3: 1,769 shares; 2025Q4: 1,650 shares; 2026Q1: 1,721 shares 1,721 $682K 0.04% +71 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 14,683 shares; 2025Q1: 14,683 shares; 2025Q2: 14,683 shares; 2025Q3: 14,683 shares; 2025Q4: 14,683 shares; 2026Q1: 20,703 shares 20,703 $682K 0.04% +6,020 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 6,716 shares; 2025Q1: 6,741 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,777 shares; 2026Q1: 6,777 shares 6,777 $679K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,580 shares; 2024Q4: 16,395 shares; 2025Q1: 14,274 shares; 2025Q2: 14,849 shares; 2025Q3: 13,484 shares; 2025Q4: 13,712 shares; 2026Q1: 12,526 shares 12,526 $677K 0.04% -1,186 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,841 shares; 2024Q4: 21,177 shares; 2025Q1: 21,533 shares; 2025Q2: 20,684 shares; 2025Q3: 20,707 shares; 2025Q4: 20,661 shares; 2026Q1: 19,958 shares 19,958 $676K 0.04% -703 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 11,489 shares; 2025Q1: 11,933 shares; 2025Q2: 12,083 shares; 2025Q3: 11,848 shares; 2025Q4: 11,575 shares; 2026Q1: 11,965 shares 11,965 $674K 0.04% +390 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,562 shares; 2025Q1: 1,768 shares; 2025Q2: 2,075 shares; 2025Q3: 2,393 shares; 2025Q4: 2,955 shares; 2026Q1: 3,102 shares 3,102 $672K 0.03% +147 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,598 shares; 2025Q1: 6,541 shares; 2025Q2: 6,595 shares; 2025Q3: 7,120 shares; 2025Q4: 7,283 shares; 2026Q1: 7,145 shares 7,145 $672K 0.03% -138 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,533 shares; 2025Q2: 3,537 shares; 2025Q3: 3,749 shares; 2025Q4: 6,389 shares; 2026Q1: 8,827 shares 8,827 $671K 0.03% +2,438 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 14,130 shares; 2025Q1: 14,807 shares; 2025Q2: 15,022 shares; 2025Q3: 28,647 shares; 2025Q4: 28,230 shares; 2026Q1: 26,797 shares 26,797 $667K 0.03% -1,433 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 2,378 shares; 2025Q1: 2,612 shares; 2025Q2: 2,509 shares; 2025Q3: 2,893 shares; 2025Q4: 3,062 shares; 2026Q1: 4,140 shares 4,140 $664K 0.03% +1,078 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,534 shares; 2025Q1: 4,127 shares; 2025Q2: 4,024 shares; 2025Q3: 3,665 shares; 2025Q4: 2,998 shares; 2026Q1: 2,807 shares 2,807 $663K 0.03% -191 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,471 shares; 2025Q1: 6,472 shares; 2025Q2: 6,473 shares; 2025Q3: 6,475 shares; 2025Q4: 6,780 shares; 2026Q1: 6,552 shares 6,552 $660K 0.03% -228 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,595 shares; 2025Q1: 5,606 shares; 2025Q2: 6,999 shares; 2025Q3: 7,009 shares; 2025Q4: 7,020 shares; 2026Q1: 7,428 shares 7,428 $653K 0.03% +408 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,138 shares; 2024Q4: 33,016 shares; 2025Q1: 33,019 shares; 2025Q2: 26,339 shares; 2025Q3: 26,568 shares; 2025Q4: 25,509 shares; 2026Q1: 33,774 shares 33,774 $652K 0.03% +8,265 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 25,555 shares; 2025Q1: 26,316 shares; 2025Q2: 25,869 shares; 2025Q3: 15,424 shares; 2025Q4: 14,834 shares; 2026Q1: 13,577 shares 13,577 $650K 0.03% -1,257 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 7,150 shares; 2025Q1: 6,280 shares; 2025Q2: 4,666 shares; 2025Q3: 4,094 shares; 2025Q4: 3,517 shares; 2026Q1: 3,420 shares 3,420 $649K 0.03% -97 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; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 5,291 shares; 2025Q1: 5,291 shares; 2025Q2: 5,146 shares; 2025Q3: 4,995 shares; 2025Q4: 4,997 shares; 2026Q1: 5,007 shares 5,007 $640K 0.03% +10 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,495 shares; 2025Q1: 4,430 shares; 2025Q2: 4,365 shares; 2025Q3: 3,892 shares; 2025Q4: 10,920 shares; 2026Q1: 11,203 shares 11,203 $625K 0.03% +283 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,378 shares; 2024Q4: 17,378 shares; 2025Q1: 17,378 shares; 2025Q2: 17,378 shares; 2025Q3: 17,378 shares; 2025Q4: 17,378 shares; 2026Q1: 17,378 shares 17,378 $625K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,115 shares; 2025Q4: 1,461 shares; 2026Q1: 1,563 shares 1,563 $622K 0.03% +102 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 14,242 shares; 2025Q1: 14,304 shares; 2025Q2: 12,293 shares; 2025Q3: 12,404 shares; 2025Q4: 13,386 shares; 2026Q1: 14,592 shares 14,592 $621K 0.03% +1,206 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 24,200 shares; 2025Q1: 23,833 shares; 2025Q2: 26,143 shares; 2025Q3: 25,070 shares; 2025Q4: 24,865 shares; 2026Q1: 23,865 shares 23,865 $612K 0.03% -1,000 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,765 shares; 2025Q1: 2,072 shares; 2025Q2: 2,199 shares; 2025Q3: 1,974 shares; 2025Q4: 2,182 shares; 2026Q1: 2,152 shares 2,152 $605K 0.03% -30 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; 2024Q2: restricted; 2024Q3: 12,893 shares; 2024Q4: 12,583 shares; 2025Q1: 12,640 shares; 2025Q2: 13,262 shares; 2025Q3: 13,469 shares; 2025Q4: 11,980 shares; 2026Q1: 12,007 shares 12,007 $595K 0.03% +27 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,845 shares; 2024Q4: 14,260 shares; 2025Q1: 14,147 shares; 2025Q2: 13,186 shares; 2025Q3: 13,888 shares; 2025Q4: 18,552 shares; 2026Q1: 16,188 shares 16,188 $595K 0.03% -2,364 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,208 shares; 2025Q1: 9,675 shares; 2025Q2: 7,470 shares; 2025Q3: 8,964 shares; 2025Q4: 10,134 shares; 2026Q1: 8,475 shares 8,475 $595K 0.03% -1,659 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,260 shares; 2025Q1: 1,452 shares; 2025Q2: 1,595 shares; 2025Q3: 1,581 shares; 2025Q4: 1,640 shares; 2026Q1: 1,912 shares 1,912 $594K 0.03% +272 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,685 shares; 2025Q1: 3,495 shares; 2025Q2: 2,157 shares; 2025Q3: 1,971 shares; 2025Q4: 1,546 shares; 2026Q1: 1,665 shares 1,665 $593K 0.03% +119 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,565 shares; 2025Q1: 3,893 shares; 2025Q2: 4,437 shares; 2025Q3: 5,054 shares; 2025Q4: 5,202 shares; 2026Q1: 7,938 shares 7,938 $587K 0.03% +2,736 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,608 shares; 2025Q1: 4,567 shares; 2025Q2: 4,918 shares; 2025Q3: 4,801 shares; 2025Q4: 4,575 shares; 2026Q1: 4,464 shares 4,464 $585K 0.03% -111 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,775 shares; 2024Q4: 49,768 shares; 2025Q1: 54,592 shares; 2025Q2: 54,581 shares; 2025Q3: 56,811 shares; 2025Q4: 58,533 shares; 2026Q1: 11,713 shares 11,713 $578K 0.03% -46,820 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,450 shares; 2024Q4: 44,914 shares; 2025Q1: 24,303 shares; 2025Q2: 23,018 shares; 2025Q3: 15,118 shares; 2025Q4: 11,093 shares; 2026Q1: 11,607 shares 11,607 $578K 0.03% +514 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,593 shares; 2026Q1: 6,144 shares 6,144 $575K 0.03% +1,551 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares 1,839 $574K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,651 shares; 2025Q1: 1,573 shares; 2025Q2: 1,591 shares; 2025Q3: 1,581 shares; 2025Q4: 1,666 shares; 2026Q1: 1,548 shares 1,548 $574K 0.03% -118 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,006 shares; 2025Q3: 4,593 shares; 2025Q4: 5,199 shares; 2026Q1: 4,824 shares 4,824 $572K 0.03% -375 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,683 shares; 2025Q3: 6,475 shares; 2025Q4: 11,297 shares; 2026Q1: 13,086 shares 13,086 $571K 0.03% +1,789 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,471 shares; 2024Q4: 21,632 shares; 2025Q1: 22,921 shares; 2025Q2: 23,668 shares; 2025Q3: 21,340 shares; 2025Q4: 18,457 shares; 2026Q1: 21,915 shares 21,915 $571K 0.03% +3,458 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,519 shares; 2025Q1: 2,485 shares; 2025Q2: 2,463 shares; 2025Q3: 2,868 shares; 2025Q4: 3,234 shares; 2026Q1: 3,282 shares 3,282 $564K 0.03% +48 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 11,451 shares; 2025Q1: 10,197 shares; 2025Q2: 8,899 shares; 2025Q3: 8,961 shares; 2025Q4: 7,996 shares; 2026Q1: 6,233 shares 6,233 $558K 0.03% -1,763 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,466 shares; 2025Q1: 3,469 shares; 2025Q2: 3,463 shares; 2025Q3: 3,464 shares; 2025Q4: 3,354 shares; 2026Q1: 3,301 shares 3,301 $558K 0.03% -53 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,087 shares; 2024Q4: 8,122 shares; 2025Q1: 7,683 shares; 2025Q2: 8,655 shares; 2025Q3: 8,207 shares; 2025Q4: 8,224 shares; 2026Q1: 8,385 shares 8,385 $557K 0.03% +161 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares; 2026Q1: 3,381 shares 3,381 $553K 0.03% +599 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,652 shares; 2026Q1: 32,955 shares 32,955 $547K 0.03% -7,697 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,518 shares; 2025Q1: 1,735 shares; 2025Q2: 2,576 shares; 2025Q3: 2,470 shares; 2025Q4: 2,338 shares; 2026Q1: 2,740 shares 2,740 $543K 0.03% +402 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 8,185 shares; 2025Q1: 7,284 shares; 2025Q2: 7,028 shares; 2025Q3: 5,844 shares; 2025Q4: 6,990 shares; 2026Q1: 7,029 shares 7,029 $542K 0.03% +39 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: not reported; 2025Q4: 3,431 shares; 2026Q1: 4,809 shares 4,809 $540K 0.03% +1,378 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,865 shares; 2025Q1: 4,239 shares; 2025Q2: 3,250 shares; 2025Q3: 3,292 shares; 2025Q4: 3,136 shares; 2026Q1: 3,002 shares 3,002 $539K 0.03% -134 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,027 shares; 2025Q1: 1,044 shares; 2025Q2: 1,237 shares; 2025Q3: 1,411 shares; 2025Q4: 1,729 shares; 2026Q1: 1,798 shares 1,798 $535K 0.03% +69 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 805 shares; 2025Q1: 812 shares; 2025Q2: 931 shares; 2025Q3: 966 shares; 2025Q4: 884 shares; 2026Q1: 780 shares 780 $533K 0.03% -104 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,238 shares; 2026Q1: 5,262 shares 5,262 $532K 0.03% +24 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 2,126 shares 2,126 $532K 0.03% +544 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,272 shares; 2026Q1: 10,321 shares 10,321 $530K 0.03% +4,049 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,474 shares; 2025Q1: 2,656 shares; 2025Q2: 3,036 shares; 2025Q3: 3,434 shares; 2025Q4: 3,125 shares; 2026Q1: 3,662 shares 3,662 $530K 0.03% +537 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,431 shares; 2026Q1: 5,545 shares 5,545 $530K 0.03% +114 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,076 shares; 2024Q4: 9,782 shares; 2025Q1: 9,693 shares; 2025Q2: 9,902 shares; 2025Q3: 9,603 shares; 2025Q4: 7,772 shares; 2026Q1: 7,278 shares 7,278 $529K 0.03% -494 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 7,820 shares; 2025Q1: 9,386 shares; 2025Q2: 9,422 shares; 2025Q3: 9,353 shares; 2025Q4: 9,352 shares; 2026Q1: 10,486 shares 10,486 $527K 0.03% +1,134 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 9,308 shares; 2025Q1: 9,308 shares; 2025Q2: 9,308 shares; 2025Q3: 12,308 shares; 2025Q4: 12,408 shares; 2026Q1: 12,408 shares 12,408 $526K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 6,317 shares; 2025Q1: 6,298 shares; 2025Q2: not reported; 2025Q3: 6,269 shares; 2025Q4: 6,399 shares; 2026Q1: 6,560 shares 6,560 $525K 0.03% +161 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 18,769 shares; 2025Q1: 20,427 shares; 2025Q2: 10,233 shares; 2025Q3: 10,512 shares; 2025Q4: 7,439 shares; 2026Q1: 7,290 shares 7,290 $524K 0.03% -149 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 2,896 shares; 2025Q1: 3,774 shares; 2025Q2: 4,226 shares; 2025Q3: 4,858 shares; 2025Q4: 4,503 shares; 2026Q1: 5,273 shares 5,273 $522K 0.03% +770 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 2,422 shares; 2026Q1: 3,917 shares 3,917 $522K 0.03% +1,495 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; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 1,439 shares; 2025Q1: 1,443 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $519K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 579 shares; 2025Q1: 547 shares; 2025Q2: 563 shares; 2025Q3: 475 shares; 2025Q4: 560 shares; 2026Q1: 702 shares 702 $512K 0.03% +142 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,146 shares; 2025Q1: 2,470 shares; 2025Q2: 1,980 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares 1,966 $506K 0.03% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 10,231 shares; 2025Q1: 10,274 shares; 2025Q2: 10,340 shares; 2025Q3: 10,408 shares; 2025Q4: 10,501 shares; 2026Q1: 10,549 shares 10,549 $505K 0.03% +48 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,603 shares; 2024Q4: 12,523 shares; 2025Q1: 12,348 shares; 2025Q2: 11,700 shares; 2025Q3: 10,936 shares; 2025Q4: 10,921 shares; 2026Q1: 10,882 shares 10,882 $503K 0.03% -39 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,931 shares; 2025Q1: 5,691 shares; 2025Q2: 5,751 shares; 2025Q3: 5,730 shares; 2025Q4: 5,916 shares; 2026Q1: 5,649 shares 5,649 $501K 0.03% -267 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,946 shares; 2025Q1: 3,109 shares; 2025Q2: 3,166 shares; 2025Q3: 2,693 shares; 2025Q4: 2,345 shares; 2026Q1: 2,361 shares 2,361 $499K 0.03% +16 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,418 shares; 2025Q1: 4,495 shares; 2025Q2: 4,443 shares; 2025Q3: 4,383 shares; 2025Q4: 3,449 shares; 2026Q1: 3,441 shares 3,441 $498K 0.03% -8 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,885 shares; 2025Q2: 3,888 shares; 2025Q3: 3,929 shares; 2025Q4: 3,972 shares; 2026Q1: 3,918 shares 3,918 $496K 0.03% -54 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 793 shares 793 $489K 0.03% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,208 shares; 2025Q4: 3,403 shares; 2026Q1: 3,582 shares 3,582 $487K 0.03% +179 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,749 shares; 2024Q4: 21,333 shares; 2025Q1: 21,379 shares; 2025Q2: 21,429 shares; 2025Q3: 21,479 shares; 2025Q4: 20,547 shares; 2026Q1: 20,496 shares 20,496 $485K 0.03% -51 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,077 shares; 2025Q1: 3,978 shares; 2025Q2: 4,797 shares; 2025Q3: 4,630 shares; 2025Q4: 4,556 shares; 2026Q1: 3,838 shares 3,838 $485K 0.03% -718 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 596 shares; 2025Q2: 750 shares; 2025Q3: 809 shares; 2025Q4: 891 shares; 2026Q1: 927 shares 927 $485K 0.03% +36 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,604 shares; 2025Q2: 1,655 shares; 2025Q3: 1,620 shares; 2025Q4: 1,435 shares; 2026Q1: 1,367 shares 1,367 $484K 0.03% -68 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,227 shares; 2025Q1: 1,332 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,306 shares; 2026Q1: 1,348 shares 1,348 $484K 0.03% +42 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,304 shares; 2025Q1: 7,353 shares; 2025Q2: 7,432 shares; 2025Q3: 7,511 shares; 2025Q4: 7,612 shares; 2026Q1: 7,663 shares 7,663 $482K 0.03% +51 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares; 2026Q1: 652 shares 652 $481K 0.03% +107 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,579 shares; 2025Q1: 1,630 shares; 2025Q2: 1,956 shares; 2025Q3: 2,041 shares; 2025Q4: 2,422 shares; 2026Q1: 2,302 shares 2,302 $477K 0.02% -120 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: 9,311 shares; 2025Q1: 9,376 shares; 2025Q2: 9,437 shares; 2025Q3: 9,499 shares; 2025Q4: 9,560 shares; 2026Q1: 9,622 shares 9,622 $476K 0.02% +62 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,512 shares; 2025Q1: 1,667 shares; 2025Q2: 1,764 shares; 2025Q3: 1,963 shares; 2025Q4: 2,039 shares; 2026Q1: 2,428 shares 2,428 $476K 0.02% +389 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,668 shares; 2025Q1: 2,732 shares; 2025Q2: 2,522 shares; 2025Q3: 2,708 shares; 2025Q4: 2,235 shares; 2026Q1: 3,280 shares 3,280 $474K 0.02% +1,045 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,409 shares; 2025Q1: 6,434 shares; 2025Q2: 6,376 shares; 2025Q3: 6,623 shares; 2025Q4: 7,883 shares; 2026Q1: 8,184 shares 8,184 $473K 0.02% +301 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,089 shares; 2025Q1: 6,089 shares; 2025Q2: 6,089 shares; 2025Q3: 6,089 shares; 2025Q4: 6,089 shares; 2026Q1: 6,089 shares 6,089 $466K 0.02% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,552 shares; 2026Q1: 58,403 shares 58,403 $464K 0.02% +851 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,644 shares; 2025Q1: 1,753 shares; 2025Q2: 2,002 shares; 2025Q3: 2,263 shares; 2025Q4: 2,415 shares; 2026Q1: 2,705 shares 2,705 $462K 0.02% +290 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,731 shares; 2025Q1: 9,705 shares; 2025Q2: 9,767 shares; 2025Q3: 9,356 shares; 2025Q4: 9,466 shares; 2026Q1: 9,467 shares 9,467 $462K 0.02% +1 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,732 shares; 2026Q1: 8,732 shares 8,732 $461K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,190 shares; 2025Q1: 3,272 shares; 2025Q2: 3,306 shares; 2025Q3: 3,361 shares; 2025Q4: 3,120 shares; 2026Q1: 3,171 shares 3,171 $461K 0.02% +51 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,041 shares; 2025Q1: 1,226 shares; 2025Q2: 1,372 shares; 2025Q3: 1,318 shares; 2025Q4: 1,314 shares; 2026Q1: 2,420 shares 2,420 $459K 0.02% +1,106 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,452 shares; 2025Q1: 1,519 shares; 2025Q2: 1,669 shares; 2025Q3: 2,397 shares; 2025Q4: 2,116 shares; 2026Q1: 2,811 shares 2,811 $457K 0.02% +695 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,117 shares; 2025Q4: 5,340 shares; 2026Q1: 5,628 shares 5,628 $456K 0.02% +288 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,981 shares; 2024Q4: 13,981 shares; 2025Q1: 13,581 shares; 2025Q2: 13,581 shares; 2025Q3: 13,605 shares; 2025Q4: 13,616 shares; 2026Q1: 13,616 shares 13,616 $453K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,825 shares; 2025Q1: 1,930 shares; 2025Q2: 3,221 shares; 2025Q3: 3,347 shares; 2025Q4: 6,701 shares; 2026Q1: 4,159 shares 4,159 $453K 0.02% -2,542 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,851 shares; 2024Q4: 51,999 shares; 2025Q1: 52,055 shares; 2025Q2: 9,861 shares; 2025Q3: 6,308 shares; 2025Q4: 6,917 shares; 2026Q1: 8,911 shares 8,911 $451K 0.02% +1,994 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,703 shares; 2026Q1: 7,859 shares 7,859 $448K 0.02% +1,156 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 6,503 shares; 2026Q1: 7,096 shares 7,096 $445K 0.02% +593 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,762 shares; 2025Q1: 3,765 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,588 shares; 2026Q1: 2,413 shares 2,413 $445K 0.02% -1,175 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 27,490 shares; 2025Q1: 27,891 shares; 2025Q2: 27,860 shares; 2025Q3: 8,247 shares; 2025Q4: 8,197 shares; 2026Q1: 8,697 shares 8,697 $441K 0.02% +500 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,716 shares; 2025Q1: 2,217 shares; 2025Q2: 2,987 shares; 2025Q3: 2,777 shares; 2025Q4: 2,335 shares; 2026Q1: 2,294 shares 2,294 $440K 0.02% -41 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 907 shares; 2025Q1: 971 shares; 2025Q2: 997 shares; 2025Q3: 990 shares; 2025Q4: 964 shares; 2026Q1: 929 shares 929 $440K 0.02% -35 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,984 shares; 2025Q1: 5,339 shares; 2025Q2: 6,669 shares; 2025Q3: 7,055 shares; 2025Q4: 4,695 shares; 2026Q1: 7,443 shares 7,443 $439K 0.02% +2,748 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,155 shares; 2025Q1: 16,136 shares; 2025Q2: 14,830 shares; 2025Q3: 14,886 shares; 2025Q4: 14,494 shares; 2026Q1: 12,986 shares 12,986 $435K 0.02% -1,508 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,056 shares; 2025Q1: 5,182 shares; 2025Q2: 3,798 shares; 2025Q3: 3,343 shares; 2025Q4: 2,968 shares; 2026Q1: 3,534 shares 3,534 $434K 0.02% +566 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,109 shares; 2025Q1: 2,317 shares; 2025Q2: 2,325 shares; 2025Q3: 2,228 shares; 2025Q4: 2,727 shares; 2026Q1: 2,325 shares 2,325 $434K 0.02% -402 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,418 shares; 2025Q3: 1,656 shares; 2025Q4: 2,196 shares; 2026Q1: 2,531 shares 2,531 $431K 0.02% +335 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,921 shares; 2026Q1: 3,404 shares 3,404 $428K 0.02% +483 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 7,093 shares; 2025Q1: 7,102 shares; 2025Q2: 7,126 shares; 2025Q3: 7,090 shares; 2025Q4: 6,034 shares; 2026Q1: 6,040 shares 6,040 $428K 0.02% +6 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 12,314 shares; 2025Q1: 12,239 shares; 2025Q2: 23,344 shares; 2025Q3: 24,027 shares; 2025Q4: 26,190 shares; 2026Q1: 20,654 shares 20,654 $428K 0.02% -5,536 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 1,090 shares; 2025Q1: 1,253 shares; 2025Q2: 1,547 shares; 2025Q3: 1,439 shares; 2025Q4: 1,137 shares; 2026Q1: 1,022 shares 1,022 $426K 0.02% -115 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,440 shares; 2025Q1: 1,759 shares; 2025Q2: 1,801 shares; 2025Q3: 1,278 shares; 2025Q4: 1,312 shares; 2026Q1: 1,290 shares 1,290 $424K 0.02% -22 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,388 shares; 2025Q1: 4,620 shares; 2025Q2: 4,615 shares; 2025Q3: 4,605 shares; 2025Q4: 4,596 shares; 2026Q1: 4,447 shares 4,447 $423K 0.02% -149 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,232 shares; 2025Q1: 4,283 shares; 2025Q2: not reported; 2025Q3: 4,733 shares; 2025Q4: 4,749 shares; 2026Q1: 5,157 shares 5,157 $421K 0.02% +408 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 2,350 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares 2,328 $419K 0.02% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 9,755 shares; 2025Q4: 9,855 shares; 2026Q1: 9,855 shares 9,855 $418K 0.02% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,523 shares; 2025Q1: 5,507 shares; 2025Q2: 5,516 shares; 2025Q3: 5,577 shares; 2025Q4: 5,577 shares; 2026Q1: 5,594 shares 5,594 $415K 0.02% +17 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,944 shares; 2026Q1: 4,447 shares 4,447 $415K 0.02% -497 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,600 shares; 2025Q2: 7,797 shares; 2025Q3: 7,311 shares; 2025Q4: 7,857 shares; 2026Q1: 10,688 shares 10,688 $411K 0.02% +2,831 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,701 shares 9,701 $409K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,106 shares; 2026Q1: 11,645 shares 11,645 $409K 0.02% +539 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,077 shares; 2024Q4: 25,794 shares; 2025Q1: 24,985 shares; 2025Q2: 24,720 shares; 2025Q3: 24,604 shares; 2025Q4: 24,797 shares; 2026Q1: 24,892 shares 24,892 $409K 0.02% +95 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,084 shares; 2026Q1: 4,877 shares 4,877 $402K 0.02% +793 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,675 shares; 2024Q4: 13,917 shares; 2025Q1: 13,006 shares; 2025Q2: 12,797 shares; 2025Q3: 13,192 shares; 2025Q4: 31,183 shares; 2026Q1: 39,991 shares 39,991 $400K 0.02% +8,808 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 688 shares; 2025Q1: 698 shares; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,136 shares; 2026Q1: 921 shares 921 $398K 0.02% -215 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 5,692 shares; 2025Q1: 5,692 shares; 2025Q2: 5,692 shares; 2025Q3: 5,692 shares; 2025Q4: 5,692 shares; 2026Q1: 7,192 shares 7,192 $397K 0.02% +1,500 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,909 shares 9,909 $397K 0.02% new Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 10,109 shares; 2025Q1: 10,109 shares; 2025Q2: 10,109 shares; 2025Q3: 10,109 shares; 2025Q4: 10,109 shares; 2026Q1: 10,109 shares 10,109 $394K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 6,449 shares; 2025Q1: 6,824 shares; 2025Q2: 6,983 shares; 2025Q3: 6,265 shares; 2025Q4: 6,656 shares; 2026Q1: 5,063 shares 5,063 $390K 0.02% -1,593 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,805 shares; 2025Q1: 10,505 shares; 2025Q2: 11,272 shares; 2025Q3: 13,042 shares; 2025Q4: 13,330 shares; 2026Q1: 11,531 shares 11,531 $390K 0.02% -1,799 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,964 shares 10,964 $389K 0.02% 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; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,293 shares; 2025Q1: 3,657 shares; 2025Q2: 3,673 shares; 2025Q3: 3,697 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $386K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 3,313 shares; 2025Q1: 3,359 shares; 2025Q2: 3,274 shares; 2025Q3: 3,281 shares; 2025Q4: 3,268 shares; 2026Q1: 3,279 shares 3,279 $386K 0.02% +11 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,561 shares; 2025Q4: 8,689 shares; 2026Q1: 8,799 shares 8,799 $386K 0.02% +110 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,738 shares; 2025Q1: 2,726 shares; 2025Q2: 2,505 shares; 2025Q3: 2,344 shares; 2025Q4: 2,253 shares; 2026Q1: 2,277 shares 2,277 $385K 0.02% +24 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,828 shares; 2024Q4: 10,074 shares; 2025Q1: 9,823 shares; 2025Q2: 10,668 shares; 2025Q3: 12,462 shares; 2025Q4: 12,358 shares; 2026Q1: 10,760 shares 10,760 $385K 0.02% -1,598 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 8,789 shares; 2025Q1: 8,515 shares; 2025Q2: 8,535 shares; 2025Q3: 9,041 shares; 2025Q4: 10,432 shares; 2026Q1: 8,190 shares 8,190 $385K 0.02% -2,242 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 14,671 shares; 2025Q3: 14,671 shares; 2025Q4: 9,384 shares; 2026Q1: 8,021 shares 8,021 $384K 0.02% -1,363 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,784 shares; 2025Q1: 2,401 shares; 2025Q2: 2,677 shares; 2025Q3: 3,490 shares; 2025Q4: 3,897 shares; 2026Q1: 4,078 shares 4,078 $383K 0.02% +181 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; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 2,227 shares; 2025Q1: 1,853 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,404 shares 1,404 $383K 0.02% -450 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 3,207 shares; 2025Q1: not reported; 2025Q2: 2,716 shares; 2025Q3: 3,012 shares; 2025Q4: 4,287 shares; 2026Q1: 4,858 shares 4,858 $382K 0.02% +571 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 890 shares; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,473 shares; 2025Q4: 1,539 shares; 2026Q1: 1,796 shares 1,796 $381K 0.02% +257 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,884 shares; 2026Q1: 3,318 shares 3,318 $381K 0.02% +434 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,194 shares; 2025Q3: 1,495 shares; 2025Q4: 1,656 shares; 2026Q1: 2,166 shares 2,166 $380K 0.02% +510 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,587 shares; 2025Q1: 9,117 shares; 2025Q2: 9,117 shares; 2025Q3: 12,409 shares; 2025Q4: 8,990 shares; 2026Q1: 8,990 shares 8,990 $380K 0.02% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 536 shares; 2025Q1: 661 shares; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 972 shares; 2026Q1: 1,073 shares 1,073 $377K 0.02% +101 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,330 shares; 2025Q1: 3,111 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,430 shares; 2026Q1: 3,157 shares 3,157 $374K 0.02% +727 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 3,145 shares; 2025Q1: 3,157 shares; 2025Q2: 3,165 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares 3,098 $374K 0.02% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,301 shares; 2025Q1: 11,778 shares; 2025Q2: 11,094 shares; 2025Q3: 11,328 shares; 2025Q4: 11,068 shares; 2026Q1: 11,078 shares 11,078 $373K 0.02% +10 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 2,043 shares; 2025Q4: 2,524 shares; 2026Q1: 2,683 shares 2,683 $373K 0.02% +159 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,777 shares; 2024Q4: 69,967 shares; 2025Q1: 25,246 shares; 2025Q2: 55,395 shares; 2025Q3: 25,107 shares; 2025Q4: 7,292 shares; 2026Q1: 7,428 shares 7,428 $372K 0.02% +136 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,574 shares; 2026Q1: 6,826 shares 6,826 $370K 0.02% +2,252 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,723 shares; 2026Q1: 4,760 shares 4,760 $369K 0.02% +37 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,519 shares; 2024Q4: 6,468 shares; 2025Q1: 6,416 shares; 2025Q2: not reported; 2025Q3: 5,763 shares; 2025Q4: 5,206 shares; 2026Q1: 5,212 shares 5,212 $367K 0.02% +6 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,720 shares; 2025Q1: 1,477 shares; 2025Q2: 1,697 shares; 2025Q3: 1,896 shares; 2025Q4: 1,868 shares; 2026Q1: 2,552 shares 2,552 $367K 0.02% +684 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,160 shares; 2026Q1: 1,130 shares 1,130 $365K 0.02% -30 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,291 shares; 2025Q4: 1,395 shares; 2026Q1: 1,559 shares 1,559 $364K 0.02% +164 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 11,717 shares; 2025Q1: 11,817 shares; 2025Q2: 11,817 shares; 2025Q3: 12,037 shares; 2025Q4: 12,037 shares; 2026Q1: 8,131 shares 8,131 $363K 0.02% -3,906 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 10,132 shares; 2025Q1: 10,361 shares; 2025Q2: 9,610 shares; 2025Q3: 9,577 shares; 2025Q4: 8,316 shares; 2026Q1: 7,875 shares 7,875 $362K 0.02% -441 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,426 shares; 2025Q1: 2,337 shares; 2025Q2: 2,367 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,246 shares 4,246 $362K 0.02% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,757 shares; 2025Q1: 4,762 shares; 2025Q2: 4,767 shares; 2025Q3: 5,865 shares; 2025Q4: 5,872 shares; 2026Q1: 5,744 shares 5,744 $362K 0.02% -128 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; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 7,672 shares; 2025Q1: 7,676 shares; 2025Q2: 7,682 shares; 2025Q3: 7,688 shares; 2025Q4: 7,931 shares; 2026Q1: 7,699 shares 7,699 $361K 0.02% -232 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,049 shares; 2025Q1: 921 shares; 2025Q2: 801 shares; 2025Q3: 927 shares; 2025Q4: 932 shares; 2026Q1: 1,105 shares 1,105 $361K 0.02% +173 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,855 shares; 2025Q3: 4,503 shares; 2025Q4: 4,690 shares; 2026Q1: 5,934 shares 5,934 $361K 0.02% +1,244 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 3,623 shares; 2025Q3: 3,705 shares; 2025Q4: 3,807 shares; 2026Q1: 3,211 shares 3,211 $361K 0.02% -596 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,269 shares; 2025Q1: 3,755 shares; 2025Q2: 5,113 shares; 2025Q3: 2,433 shares; 2025Q4: 3,970 shares; 2026Q1: 4,800 shares 4,800 $360K 0.02% +830 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 1,030 shares; 2025Q1: 1,103 shares; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,100 shares; 2026Q1: 1,228 shares 1,228 $358K 0.02% +128 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,001 shares; 2025Q1: 6,002 shares; 2025Q2: 6,026 shares; 2025Q3: 6,079 shares; 2025Q4: 6,069 shares; 2026Q1: 6,099 shares 6,099 $357K 0.02% +30 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; 2024Q2: restricted; 2024Q3: 20,153 shares; 2024Q4: 19,208 shares; 2025Q1: 19,269 shares; 2025Q2: 19,162 shares; 2025Q3: 19,199 shares; 2025Q4: 19,040 shares; 2026Q1: 20,793 shares 20,793 $357K 0.02% +1,753 Timeline