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: 373,133 shares; 2024Q4: 373,844 shares; 2025Q1: 372,886 shares; 2025Q2: 392,681 shares; 2025Q3: 391,033 shares; 2025Q4: 386,330 shares; 2026Q1: 355,863 shares 355,863 $114M 14.83% -30,467 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: 531,727 shares; 2024Q4: 551,668 shares; 2025Q1: 592,187 shares; 2025Q2: 580,816 shares; 2025Q3: 580,822 shares; 2025Q4: 583,284 shares; 2026Q1: 522,492 shares 522,492 $47.3M 6.15% -60,792 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230,608 shares; 2024Q4: 1,254,005 shares; 2025Q1: 1,373,167 shares; 2025Q2: 1,352,846 shares; 2025Q3: 1,399,493 shares; 2025Q4: 1,389,492 shares; 2026Q1: 1,242,115 shares 1,242,115 $42.2M 5.48% -147,377 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,792 shares; 2024Q4: 370,444 shares; 2025Q1: 376,198 shares; 2025Q2: 406,828 shares; 2025Q3: 424,355 shares; 2025Q4: 428,269 shares; 2026Q1: 405,534 shares 405,534 $27.7M 3.6% -22,735 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,062 shares; 2024Q4: 301,085 shares; 2025Q1: 329,745 shares; 2025Q2: 366,072 shares; 2025Q3: 381,901 shares; 2025Q4: 386,989 shares; 2026Q1: 364,183 shares 364,183 $27.5M 3.57% -22,806 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047,298 shares; 2024Q4: 1,097,107 shares; 2025Q1: 1,227,999 shares; 2025Q2: 1,184,208 shares; 2025Q3: 1,108,013 shares; 2025Q4: 1,062,705 shares; 2026Q1: 1,088,948 shares 1,088,948 $27M 3.51% +26,243 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,279 shares; 2024Q4: 710,454 shares; 2025Q1: 722,212 shares; 2025Q2: 776,052 shares; 2025Q3: 799,798 shares; 2025Q4: 792,783 shares; 2026Q1: 731,857 shares 731,857 $26.2M 3.41% -60,926 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: 424,880 shares; 2024Q4: 822,596 shares; 2025Q1: 903,329 shares; 2025Q2: 945,290 shares; 2025Q3: 1,033,860 shares; 2025Q4: 1,048,663 shares; 2026Q1: 1,050,120 shares 1,050,120 $26M 3.38% +1,457 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,400 shares; 2024Q4: 414,862 shares; 2025Q1: 424,019 shares; 2025Q2: 412,345 shares; 2025Q3: 421,438 shares; 2025Q4: 441,931 shares; 2026Q1: 439,995 shares 439,995 $19.9M 2.59% -1,936 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,745 shares; 2025Q2: 406,639 shares; 2025Q3: 411,245 shares; 2025Q4: 425,300 shares; 2026Q1: 433,572 shares 433,572 $18.3M 2.38% +8,272 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,005 shares; 2024Q4: 218,498 shares; 2025Q1: 219,598 shares; 2025Q2: 213,427 shares; 2025Q3: 208,829 shares; 2025Q4: 212,263 shares; 2026Q1: 197,288 shares 197,288 $17.6M 2.29% -14,975 Timeline IQDG 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: 359,706 shares; 2024Q4: 373,261 shares; 2025Q1: 411,688 shares; 2025Q2: 425,956 shares; 2025Q3: 459,464 shares; 2025Q4: 466,981 shares; 2026Q1: 432,796 shares 432,796 $17.4M 2.26% -34,185 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: 64,162 shares; 2024Q4: 66,857 shares; 2025Q1: 72,496 shares; 2025Q2: 68,081 shares; 2025Q3: 74,815 shares; 2025Q4: 70,873 shares; 2026Q1: 67,926 shares 67,926 $17.2M 2.24% -2,947 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,877 shares; 2024Q4: 735,257 shares; 2025Q1: 742,926 shares; 2025Q2: 724,791 shares; 2025Q3: 753,124 shares; 2025Q4: 789,604 shares; 2026Q1: 739,543 shares 739,543 $17.2M 2.23% -50,061 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: 180,309 shares; 2024Q4: 191,107 shares; 2025Q1: 191,556 shares; 2025Q2: 230,612 shares; 2025Q3: 320,604 shares; 2025Q4: 301,236 shares; 2026Q1: 295,300 shares 295,300 $14.8M 1.92% -5,936 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,527 shares; 2024Q4: 109,774 shares; 2025Q1: 119,505 shares; 2025Q2: 122,252 shares; 2025Q3: 130,878 shares; 2025Q4: 134,340 shares; 2026Q1: 125,794 shares 125,794 $13.9M 1.81% -8,546 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: 75,199 shares; 2024Q4: 75,170 shares; 2025Q1: 79,546 shares; 2025Q2: 75,405 shares; 2025Q3: 77,183 shares; 2025Q4: 71,443 shares; 2026Q1: 71,609 shares 71,609 $12.5M 1.62% +166 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,935 shares; 2024Q4: 481,364 shares; 2025Q1: 489,573 shares; 2025Q2: 450,756 shares; 2025Q3: 448,374 shares; 2025Q4: 451,937 shares; 2026Q1: 422,617 shares 422,617 $12.3M 1.6% -29,320 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: 112,204 shares; 2024Q4: 124,193 shares; 2025Q1: 128,290 shares; 2025Q2: 133,315 shares; 2025Q3: 142,195 shares; 2025Q4: 148,750 shares; 2026Q1: 112,771 shares 112,771 $12M 1.56% -35,979 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: 18,346 shares; 2024Q4: 18,054 shares; 2025Q1: 17,898 shares; 2025Q2: 18,415 shares; 2025Q3: 19,438 shares; 2025Q4: 17,542 shares; 2026Q1: 17,964 shares 17,964 $11.7M 1.52% +422 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: 147,533 shares; 2024Q4: 465,220 shares; 2025Q1: 471,280 shares; 2025Q2: 430,465 shares; 2025Q3: 428,227 shares; 2025Q4: 430,740 shares; 2026Q1: 413,626 shares 413,626 $10.6M 1.38% -17,114 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: 26,175 shares; 2024Q4: 27,684 shares; 2025Q1: 27,917 shares; 2025Q2: 27,385 shares; 2025Q3: 28,644 shares; 2025Q4: 26,961 shares; 2026Q1: 25,107 shares 25,107 $9.29M 1.21% -1,854 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: 83,832 shares; 2024Q4: 123,485 shares; 2025Q1: 129,247 shares; 2025Q2: 129,086 shares; 2025Q3: 133,949 shares; 2025Q4: 139,223 shares; 2026Q1: 128,648 shares 128,648 $8.24M 1.07% -10,575 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,576 shares; 2024Q4: 502,135 shares; 2025Q1: 486,312 shares; 2025Q2: 486,487 shares; 2025Q3: 510,740 shares; 2025Q4: 485,572 shares; 2026Q1: 131,872 shares 131,872 $6.58M 0.85% -353,700 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: 13,940 shares; 2024Q4: 13,876 shares; 2025Q1: 13,819 shares; 2025Q2: 15,347 shares; 2025Q3: 15,089 shares; 2025Q4: 15,510 shares; 2026Q1: 14,946 shares 14,946 $6.53M 0.85% -564 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: 44,939 shares; 2024Q4: 50,417 shares; 2025Q1: 50,224 shares; 2025Q2: 52,017 shares; 2025Q3: 51,622 shares; 2025Q4: 51,102 shares; 2026Q1: 51,263 shares 51,263 $5.71M 0.74% +161 Timeline IFLN 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: 298,259 shares; 2024Q4: 314,063 shares; 2025Q1: 313,567 shares; 2025Q2: 305,488 shares; 2025Q3: 319,158 shares; 2025Q4: 331,072 shares; 2026Q1: 314,354 shares 314,354 $5.64M 0.73% -16,718 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: 14,424 shares; 2024Q4: 14,930 shares; 2025Q1: 16,663 shares; 2025Q2: 17,350 shares; 2025Q3: 17,981 shares; 2025Q4: 17,757 shares; 2026Q1: 18,027 shares 18,027 $5.18M 0.67% +270 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: 8,581 shares; 2024Q4: 9,456 shares; 2025Q1: 8,977 shares; 2025Q2: 7,997 shares; 2025Q3: 8,828 shares; 2025Q4: 9,080 shares; 2026Q1: 8,943 shares 8,943 $5.12M 0.66% -137 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: 24,059 shares; 2024Q4: 25,045 shares; 2025Q1: 28,207 shares; 2025Q2: 26,810 shares; 2025Q3: 27,018 shares; 2025Q4: 25,247 shares; 2026Q1: 24,210 shares 24,210 $5.04M 0.66% -1,037 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: 16,673 shares; 2024Q4: 16,323 shares; 2025Q1: 15,497 shares; 2025Q2: 15,127 shares; 2025Q3: 14,461 shares; 2025Q4: 13,911 shares; 2026Q1: 13,298 shares 13,298 $4.68M 0.61% -613 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: 63,103 shares; 2024Q4: 65,245 shares; 2025Q1: 66,088 shares; 2025Q2: 63,670 shares; 2025Q3: 63,696 shares; 2025Q4: 63,702 shares; 2026Q1: 59,499 shares 59,499 $4.59M 0.6% -4,203 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: 6,349 shares; 2024Q4: 7,034 shares; 2025Q1: 7,030 shares; 2025Q2: 7,723 shares; 2025Q3: 7,652 shares; 2025Q4: 6,782 shares; 2026Q1: 6,346 shares 6,346 $4.13M 0.54% -436 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: 12,481 shares; 2024Q4: 11,997 shares; 2025Q1: 13,897 shares; 2025Q2: 14,042 shares; 2025Q3: 14,165 shares; 2025Q4: 14,123 shares; 2026Q1: 12,789 shares 12,789 $3.76M 0.49% -1,334 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: 8,894 shares; 2024Q4: 11,811 shares; 2025Q1: 12,172 shares; 2025Q2: 12,170 shares; 2025Q3: 11,979 shares; 2025Q4: 11,734 shares; 2026Q1: 11,684 shares 11,684 $3.53M 0.46% -50 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: 4,659 shares; 2024Q4: 4,653 shares; 2025Q1: 8,295 shares; 2025Q2: 7,046 shares; 2025Q3: 6,392 shares; 2025Q4: 6,572 shares; 2026Q1: 5,632 shares 5,632 $3.37M 0.44% -940 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: 5,387 shares; 2024Q4: 6,411 shares; 2025Q1: 6,552 shares; 2025Q2: 6,541 shares; 2025Q3: 6,590 shares; 2025Q4: 6,651 shares; 2026Q1: 6,841 shares 6,841 $3.28M 0.43% +190 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: 7,241 shares; 2024Q4: 7,997 shares; 2025Q1: 9,084 shares; 2025Q2: 9,140 shares; 2025Q3: 9,410 shares; 2025Q4: 9,616 shares; 2026Q1: 10,035 shares 10,035 $3.11M 0.4% +419 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,059 shares; 2024Q4: 115,000 shares; 2025Q1: 110,817 shares; 2025Q2: 108,164 shares; 2025Q3: 107,906 shares; 2025Q4: 106,531 shares; 2026Q1: 96,754 shares 96,754 $3M 0.39% -9,777 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: 10,954 shares; 2024Q4: 10,578 shares; 2025Q1: 10,753 shares; 2025Q2: 10,201 shares; 2025Q3: 10,637 shares; 2025Q4: 10,079 shares; 2026Q1: 10,291 shares 10,291 $2.95M 0.38% +212 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,989 shares; 2024Q4: 76,685 shares; 2025Q1: 76,657 shares; 2025Q2: 96,010 shares; 2025Q3: 95,141 shares; 2025Q4: 94,945 shares; 2026Q1: 94,546 shares 94,546 $2.9M 0.38% -399 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 11,137 shares; 2025Q1: 11,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares; 2026Q1: 24,884 shares 24,884 $2.89M 0.38% +22,864 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: 10,959 shares; 2024Q4: 11,018 shares; 2025Q1: 10,775 shares; 2025Q2: 10,988 shares; 2025Q3: 10,681 shares; 2025Q4: 10,553 shares; 2026Q1: 9,889 shares 9,889 $2.84M 0.37% -664 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,398 shares; 2024Q4: 38,725 shares; 2025Q1: 38,783 shares; 2025Q2: 37,896 shares; 2025Q3: 37,523 shares; 2025Q4: 37,164 shares; 2026Q1: 38,152 shares 38,152 $2.84M 0.37% +988 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: 53,511 shares; 2024Q4: 60,338 shares; 2025Q1: 65,891 shares; 2025Q2: 64,864 shares; 2025Q3: 63,720 shares; 2025Q4: 66,032 shares; 2026Q1: 63,413 shares 63,413 $2.69M 0.35% -2,619 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: 5,081 shares; 2024Q4: 5,257 shares; 2025Q1: 5,054 shares; 2025Q2: 4,520 shares; 2025Q3: 4,204 shares; 2025Q4: 3,841 shares; 2026Q1: 4,640 shares 4,640 $2.68M 0.35% +799 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,980 shares; 2024Q4: 100,044 shares; 2025Q1: 98,477 shares; 2025Q2: 88,818 shares; 2025Q3: 89,366 shares; 2025Q4: 89,210 shares; 2026Q1: 88,746 shares 88,746 $2.58M 0.34% -464 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,612 shares; 2026Q1: 49,065 shares 49,065 $2.5M 0.33% +35,453 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: 10,802 shares; 2024Q4: 12,233 shares; 2025Q1: 12,073 shares; 2025Q2: 10,522 shares; 2025Q3: 12,101 shares; 2025Q4: 10,089 shares; 2026Q1: 9,765 shares 9,765 $2.42M 0.31% -324 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: 28,302 shares; 2024Q4: 29,083 shares; 2025Q1: 29,163 shares; 2025Q2: 28,936 shares; 2025Q3: 28,954 shares; 2025Q4: 28,970 shares; 2026Q1: 27,170 shares 27,170 $2.35M 0.31% -1,800 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: 4,386 shares; 2024Q4: 5,317 shares; 2025Q1: 16,670 shares; 2025Q2: 17,407 shares; 2025Q3: 15,578 shares; 2025Q4: 14,866 shares; 2026Q1: 6,216 shares 6,216 $2.31M 0.3% -8,650 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: 4,033 shares; 2024Q4: 4,023 shares; 2025Q1: 4,018 shares; 2025Q2: 3,777 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares; 2026Q1: 3,649 shares 3,649 $2.25M 0.29% -136 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: 20,275 shares; 2024Q4: 20,116 shares; 2025Q1: 19,984 shares; 2025Q2: 19,922 shares; 2025Q3: 19,856 shares; 2025Q4: 19,310 shares; 2026Q1: 17,827 shares 17,827 $2.22M 0.29% -1,483 Timeline DSI 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: 16,549 shares; 2024Q4: 16,668 shares; 2025Q1: 17,313 shares; 2025Q2: 17,896 shares; 2025Q3: 17,459 shares; 2025Q4: 17,983 shares; 2026Q1: 17,809 shares 17,809 $2.16M 0.28% -174 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,232 shares; 2024Q4: 36,241 shares; 2025Q1: 43,693 shares; 2025Q2: 43,879 shares; 2025Q3: 44,175 shares; 2025Q4: 45,681 shares; 2026Q1: 45,482 shares 45,482 $2.07M 0.27% -199 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: 8,021 shares; 2024Q4: 8,941 shares; 2025Q1: 9,024 shares; 2025Q2: 8,598 shares; 2025Q3: 8,926 shares; 2025Q4: 8,396 shares; 2026Q1: 7,895 shares 7,895 $2.07M 0.27% -501 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,885 shares; 2024Q4: 22,665 shares; 2025Q1: 24,081 shares; 2025Q2: 23,753 shares; 2025Q3: 22,977 shares; 2025Q4: 24,048 shares; 2026Q1: 22,461 shares 22,461 $2.04M 0.27% -1,587 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: 8,975 shares; 2024Q4: 8,478 shares; 2025Q1: 9,406 shares; 2025Q2: 9,314 shares; 2025Q3: 11,222 shares; 2025Q4: 11,377 shares; 2026Q1: 11,357 shares 11,357 $1.93M 0.25% -20 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: 10,440 shares; 2024Q4: 8,476 shares; 2025Q1: 8,909 shares; 2025Q2: 6,902 shares; 2025Q3: 7,554 shares; 2025Q4: 7,597 shares; 2026Q1: 7,847 shares 7,847 $1.92M 0.25% +250 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: 6,294 shares; 2024Q4: 6,447 shares; 2025Q1: 7,742 shares; 2025Q2: 6,696 shares; 2025Q3: 5,498 shares; 2025Q4: 5,306 shares; 2026Q1: 4,403 shares 4,403 $1.88M 0.24% -903 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,420 shares; 2026Q1: 15,952 shares 15,952 $1.77M 0.23% -468 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,012 shares; 2026Q1: 37,692 shares 37,692 $1.75M 0.23% -15,320 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: 32,884 shares; 2024Q4: 32,853 shares; 2025Q1: 32,545 shares; 2025Q2: 32,493 shares; 2025Q3: 32,414 shares; 2025Q4: 30,537 shares; 2026Q1: 25,692 shares 25,692 $1.73M 0.23% -4,845 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: 4,215 shares; 2024Q4: 7,279 shares; 2025Q1: 7,548 shares; 2025Q2: 7,405 shares; 2025Q3: 7,555 shares; 2025Q4: 7,554 shares; 2026Q1: 7,821 shares 7,821 $1.7M 0.22% +267 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,754 shares; 2025Q1: 228,754 shares; 2025Q2: 228,823 shares; 2025Q3: 228,876 shares; 2025Q4: 228,942 shares; 2026Q1: 229,617 shares 229,617 $1.68M 0.22% +675 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: 4,086 shares; 2024Q4: 3,443 shares; 2025Q1: 3,603 shares; 2025Q2: 3,607 shares; 2025Q3: 3,624 shares; 2025Q4: 3,422 shares; 2026Q1: 3,320 shares 3,320 $1.66M 0.22% -102 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 11,566 shares; 2025Q4: 11,562 shares; 2026Q1: 11,792 shares 11,792 $1.61M 0.21% +230 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: 8,049 shares; 2024Q4: 8,283 shares; 2025Q1: 8,113 shares; 2025Q2: 7,541 shares; 2025Q3: 7,735 shares; 2025Q4: 7,864 shares; 2026Q1: 7,780 shares 7,780 $1.58M 0.21% -84 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,443 shares; 2024Q4: 19,573 shares; 2025Q1: 21,868 shares; 2025Q2: 21,461 shares; 2025Q3: 21,076 shares; 2025Q4: 21,586 shares; 2026Q1: 20,697 shares 20,697 $1.52M 0.2% -889 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,210 shares; 2024Q4: 27,270 shares; 2025Q1: 30,424 shares; 2025Q2: 30,786 shares; 2025Q3: 31,525 shares; 2025Q4: 32,613 shares; 2026Q1: 32,388 shares 32,388 $1.46M 0.19% -225 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: 1,431 shares; 2024Q4: 1,471 shares; 2025Q1: 1,614 shares; 2025Q2: 1,530 shares; 2025Q3: 1,438 shares; 2025Q4: 1,596 shares; 2026Q1: 1,578 shares 1,578 $1.45M 0.19% -18 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: 6,607 shares; 2024Q4: 3,760 shares; 2025Q1: 3,894 shares; 2025Q2: 3,779 shares; 2025Q3: 3,926 shares; 2025Q4: 4,006 shares; 2026Q1: 4,296 shares 4,296 $1.45M 0.19% +290 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: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 8,051 shares; 2025Q3: 8,052 shares; 2025Q4: 8,052 shares; 2026Q1: 7,694 shares 7,694 $1.42M 0.18% -358 Timeline DMXF 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: 14,529 shares; 2024Q4: 16,170 shares; 2025Q1: 17,449 shares; 2025Q2: 17,329 shares; 2025Q3: 17,249 shares; 2025Q4: 18,242 shares; 2026Q1: 18,137 shares 18,137 $1.37M 0.18% -105 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: 993 shares; 2024Q4: 1,123 shares; 2025Q1: 1,270 shares; 2025Q2: 1,220 shares; 2025Q3: 1,207 shares; 2025Q4: 1,146 shares; 2026Q1: 1,248 shares 1,248 $1.24M 0.16% +102 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: 8,364 shares; 2024Q4: 8,849 shares; 2025Q1: 9,727 shares; 2025Q2: 9,830 shares; 2025Q3: 9,926 shares; 2025Q4: 9,776 shares; 2026Q1: 9,927 shares 9,927 $1.23M 0.16% +151 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,673 shares; 2025Q4: 38,206 shares; 2026Q1: 23,350 shares 23,350 $1.22M 0.16% -14,856 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: 25,786 shares; 2024Q4: 25,678 shares; 2025Q1: 24,968 shares; 2025Q2: 24,631 shares; 2025Q3: 24,474 shares; 2025Q4: 16,022 shares; 2026Q1: 13,979 shares 13,979 $1.19M 0.15% -2,043 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: 22,360 shares; 2024Q4: 22,360 shares; 2025Q1: 22,360 shares; 2025Q2: 40,183 shares; 2025Q3: 38,886 shares; 2025Q4: 37,021 shares; 2026Q1: 32,152 shares 32,152 $1.13M 0.15% -4,869 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,056 shares; 2024Q4: 24,282 shares; 2025Q1: 26,940 shares; 2025Q2: 27,485 shares; 2025Q3: 27,764 shares; 2025Q4: 28,979 shares; 2026Q1: 29,055 shares 29,055 $1.13M 0.15% +76 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: 879 shares; 2024Q4: 1,023 shares; 2025Q1: 1,071 shares; 2025Q2: 1,087 shares; 2025Q3: 1,081 shares; 2025Q4: 10,427 shares; 2026Q1: 11,205 shares 11,205 $1.08M 0.14% +778 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: 4,714 shares; 2024Q4: 4,873 shares; 2025Q1: 5,082 shares; 2025Q2: 5,144 shares; 2025Q3: 5,045 shares; 2025Q4: 5,061 shares; 2026Q1: 5,353 shares 5,353 $1.03M 0.13% +292 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 22,033 shares; 2025Q1: 23,735 shares; 2025Q2: 24,482 shares; 2025Q3: 24,565 shares; 2025Q4: 26,176 shares; 2026Q1: 24,639 shares 24,639 $1.01M 0.13% -1,537 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,785 shares; 2024Q4: 13,621 shares; 2025Q1: 31,669 shares; 2025Q2: 23,640 shares; 2025Q3: 22,503 shares; 2025Q4: 25,875 shares; 2026Q1: 20,085 shares 20,085 $1M 0.13% -5,790 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: not reported; 2024Q4: 5,946 shares; 2025Q1: 6,597 shares; 2025Q2: 6,493 shares; 2025Q3: 6,592 shares; 2025Q4: 6,678 shares; 2026Q1: 6,547 shares 6,547 $958K 0.12% -131 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,360 shares; 2025Q1: 34,911 shares; 2025Q2: 31,407 shares; 2025Q3: 31,307 shares; 2025Q4: 30,311 shares; 2026Q1: 33,975 shares 33,975 $946K 0.12% +3,664 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: 4,195 shares; 2024Q4: 4,019 shares; 2025Q1: 3,834 shares; 2025Q2: 3,431 shares; 2025Q3: 3,584 shares; 2025Q4: 3,536 shares; 2026Q1: 3,337 shares 3,337 $903K 0.12% -199 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: 7,188 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,046 shares; 2025Q3: 7,370 shares; 2025Q4: 7,046 shares; 2026Q1: 7,040 shares 7,040 $902K 0.12% -6 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: 2,101 shares; 2024Q4: 2,251 shares; 2025Q1: 2,368 shares; 2025Q2: 2,280 shares; 2025Q3: 2,310 shares; 2025Q4: 2,153 shares; 2026Q1: 3,157 shares 3,157 $896K 0.12% +1,004 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: 6,315 shares; 2024Q4: 6,439 shares; 2025Q1: 6,440 shares; 2025Q2: 6,133 shares; 2025Q3: 6,440 shares; 2025Q4: 5,954 shares; 2026Q1: 5,952 shares 5,952 $867K 0.11% -2 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: 4,239 shares; 2024Q4: 2,984 shares; 2025Q1: 3,232 shares; 2025Q2: 2,811 shares; 2025Q3: 4,462 shares; 2025Q4: 4,370 shares; 2026Q1: 4,169 shares 4,169 $863K 0.11% -201 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: not reported; 2024Q4: 14,129 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 16,153 shares; 2026Q1: 15,865 shares 15,865 $858K 0.11% -288 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: 1,130 shares; 2024Q4: 1,144 shares; 2025Q1: 2,134 shares; 2025Q2: 2,080 shares; 2025Q3: 1,949 shares; 2025Q4: 1,947 shares; 2026Q1: 1,857 shares 1,857 $856K 0.11% -90 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: 4,489 shares; 2024Q4: 5,066 shares; 2025Q1: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 5,169 shares; 2025Q4: 5,147 shares; 2026Q1: 3,883 shares 3,883 $835K 0.11% -1,264 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: 7,053 shares; 2024Q4: 6,170 shares; 2025Q1: 6,547 shares; 2025Q2: 5,977 shares; 2025Q3: 5,882 shares; 2025Q4: 5,510 shares; 2026Q1: 5,607 shares 5,607 $810K 0.11% +97 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: 6,682 shares; 2024Q4: 9,156 shares; 2025Q1: 9,294 shares; 2025Q2: 9,207 shares; 2025Q3: 8,911 shares; 2025Q4: 9,154 shares; 2026Q1: 9,978 shares 9,978 $774K 0.1% +824 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: 2,779 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 3,330 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 2,984 shares 2,984 $768K 0.1% -76 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: 2,497 shares; 2024Q4: 2,346 shares; 2025Q1: 2,489 shares; 2025Q2: 2,648 shares; 2025Q3: 2,716 shares; 2025Q4: 2,499 shares; 2026Q1: 2,307 shares 2,307 $759K 0.1% -192 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: 16,114 shares; 2024Q4: 14,729 shares; 2025Q1: 16,042 shares; 2025Q2: 19,031 shares; 2025Q3: 19,222 shares; 2025Q4: 18,733 shares; 2026Q1: 18,429 shares 18,429 $756K 0.1% -304 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: 15,944 shares; 2024Q4: 13,892 shares; 2025Q1: 14,132 shares; 2025Q2: 13,633 shares; 2025Q3: 14,731 shares; 2025Q4: 13,952 shares; 2026Q1: 15,256 shares 15,256 $744K 0.1% +1,304 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 14,293 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,239 shares; 2026Q1: 14,987 shares 14,987 $733K 0.1% +748 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: 5,014 shares; 2024Q4: 5,418 shares; 2025Q1: 5,679 shares; 2025Q2: 5,701 shares; 2025Q3: 6,048 shares; 2025Q4: 5,624 shares; 2026Q1: 4,979 shares 4,979 $733K 0.1% -645 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: not reported; 2024Q4: 8,322 shares; 2025Q1: 8,322 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: 7,771 shares; 2026Q1: 7,345 shares 7,345 $713K 0.09% -426 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: 830 shares; 2024Q4: 888 shares; 2025Q1: 889 shares; 2025Q2: 790 shares; 2025Q3: 828 shares; 2025Q4: 835 shares; 2026Q1: 840 shares 840 $711K 0.09% +5 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 860 shares; 2025Q3: 889 shares; 2025Q4: 2,447 shares; 2026Q1: 2,453 shares 2,453 $675K 0.09% +6 Timeline PXF 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: not reported; 2024Q4: 7,661 shares; 2025Q1: 7,954 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,573 shares; 2026Q1: 9,485 shares 9,485 $663K 0.09% +912 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: 8,502 shares; 2024Q4: 8,795 shares; 2025Q1: 8,782 shares; 2025Q2: 9,087 shares; 2025Q3: 8,040 shares; 2025Q4: 8,373 shares; 2026Q1: 8,647 shares 8,647 $658K 0.09% +274 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 13,509 shares; 2025Q1: 13,400 shares; 2025Q2: 11,856 shares; 2025Q3: 11,856 shares; 2025Q4: 11,574 shares; 2026Q1: 11,573 shares 11,573 $657K 0.09% -1 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: 4,798 shares; 2024Q4: 4,475 shares; 2025Q1: 4,464 shares; 2025Q2: 4,642 shares; 2025Q3: 4,737 shares; 2025Q4: 4,964 shares; 2026Q1: 5,333 shares 5,333 $641K 0.08% +369 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: 6,083 shares; 2024Q4: 9,127 shares; 2025Q1: 9,419 shares; 2025Q2: 9,420 shares; 2025Q3: 9,624 shares; 2025Q4: 9,571 shares; 2026Q1: 6,347 shares 6,347 $630K 0.08% -3,224 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: 2,172 shares; 2024Q4: 2,151 shares; 2025Q1: 2,171 shares; 2025Q2: 2,212 shares; 2025Q3: 2,252 shares; 2025Q4: 2,280 shares; 2026Q1: 1,964 shares 1,964 $625K 0.08% -316 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 48,253 shares; 2026Q1: 13,845 shares 13,845 $618K 0.08% -34,408 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 567 shares; 2025Q4: 515 shares; 2026Q1: 690 shares 690 $602K 0.08% +175 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,986 shares; 2024Q4: 10,805 shares; 2025Q1: 10,680 shares; 2025Q2: 10,630 shares; 2025Q3: 10,630 shares; 2025Q4: 10,630 shares; 2026Q1: 10,165 shares 10,165 $602K 0.08% -465 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: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 7,216 shares; 2025Q2: 6,068 shares; 2025Q3: 5,844 shares; 2025Q4: 5,600 shares; 2026Q1: 5,231 shares 5,231 $602K 0.08% -369 Timeline PRFZ 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: 12,442 shares; 2025Q1: 13,838 shares; 2025Q2: 12,997 shares; 2025Q3: 12,997 shares; 2025Q4: 12,997 shares; 2026Q1: 12,997 shares 12,997 $596K 0.08% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,999 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,014 shares; 2025Q4: 1,949 shares; 2026Q1: 1,986 shares 1,986 $577K 0.07% +37 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 15,563 shares; 2025Q1: 14,391 shares; 2025Q2: 12,533 shares; 2025Q3: 10,406 shares; 2025Q4: 9,301 shares; 2026Q1: 7,969 shares 7,969 $573K 0.07% -1,332 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,623 shares; 2025Q1: 11,623 shares; 2025Q2: 11,623 shares; 2025Q3: 11,623 shares; 2025Q4: 11,623 shares; 2026Q1: 11,779 shares 11,779 $560K 0.07% +156 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: 637 shares; 2024Q4: 665 shares; 2025Q1: 684 shares; 2025Q2: 625 shares; 2025Q3: 665 shares; 2025Q4: 681 shares; 2026Q1: 777 shares 777 $551K 0.07% +96 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: 2,568 shares; 2024Q4: 1,982 shares; 2025Q1: 2,145 shares; 2025Q2: 2,467 shares; 2025Q3: 2,400 shares; 2025Q4: 2,415 shares; 2026Q1: 2,246 shares 2,246 $544K 0.07% -169 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: 15,473 shares; 2024Q4: 14,116 shares; 2025Q1: 12,880 shares; 2025Q2: 12,887 shares; 2025Q3: 17,280 shares; 2025Q4: 16,717 shares; 2026Q1: 18,280 shares 18,280 $530K 0.07% +1,563 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,448 shares; 2025Q4: 7,424 shares; 2026Q1: 6,101 shares 6,101 $530K 0.07% -1,323 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $529K 0.07% 0 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: 7,827 shares; 2024Q4: 5,551 shares; 2025Q1: 6,756 shares; 2025Q2: 6,756 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 4,954 shares 4,954 $528K 0.07% -124 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 2,005 shares; 2025Q2: 2,000 shares; 2025Q3: 1,989 shares; 2025Q4: 2,815 shares; 2026Q1: 2,688 shares 2,688 $527K 0.07% -127 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: 3,015 shares; 2024Q4: 2,356 shares; 2025Q1: 2,386 shares; 2025Q2: 2,437 shares; 2025Q3: 2,357 shares; 2025Q4: 2,298 shares; 2026Q1: 2,315 shares 2,315 $523K 0.07% +17 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: not reported; 2024Q4: 5,696 shares; 2025Q1: 8,668 shares; 2025Q2: 8,704 shares; 2025Q3: 8,264 shares; 2025Q4: 7,380 shares; 2026Q1: 7,372 shares 7,372 $514K 0.07% -8 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 854 shares; 2025Q1: 861 shares; 2025Q2: 864 shares; 2025Q3: 872 shares; 2025Q4: 870 shares; 2026Q1: 895 shares 895 $503K 0.07% +25 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: 3,254 shares; 2024Q4: 3,291 shares; 2025Q1: 3,487 shares; 2025Q2: 3,595 shares; 2025Q3: 3,569 shares; 2025Q4: 3,574 shares; 2026Q1: 3,593 shares 3,593 $501K 0.07% +19 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,644 shares; 2025Q1: 5,700 shares; 2025Q2: 5,417 shares; 2025Q3: 5,385 shares; 2025Q4: 5,489 shares; 2026Q1: 5,502 shares 5,502 $497K 0.06% +13 Timeline PXH 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: not reported; 2024Q4: 17,471 shares; 2025Q1: 19,714 shares; 2025Q2: 18,217 shares; 2025Q3: 18,217 shares; 2025Q4: 18,217 shares; 2026Q1: 18,217 shares 18,217 $490K 0.06% 0 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: 5,373 shares; 2024Q4: 10,094 shares; 2025Q1: 9,318 shares; 2025Q2: 12,117 shares; 2025Q3: 9,443 shares; 2025Q4: 9,423 shares; 2026Q1: 3,837 shares 3,837 $485K 0.06% -5,586 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: 7,231 shares; 2024Q4: 21,510 shares; 2025Q1: 18,652 shares; 2025Q2: 18,395 shares; 2025Q3: 18,408 shares; 2025Q4: 18,321 shares; 2026Q1: 18,953 shares 18,953 $476K 0.06% +632 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: 2,589 shares; 2024Q4: 1,580 shares; 2025Q1: 1,620 shares; 2025Q2: 1,493 shares; 2025Q3: 1,462 shares; 2025Q4: 1,459 shares; 2026Q1: 1,552 shares 1,552 $470K 0.06% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,262 shares; 2025Q4: 1,291 shares; 2026Q1: 1,351 shares 1,351 $462K 0.06% +60 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 849 shares; 2025Q1: 923 shares; 2025Q2: 907 shares; 2025Q3: 896 shares; 2025Q4: 4,509 shares; 2026Q1: 4,313 shares 4,313 $451K 0.06% -196 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: 799 shares; 2024Q4: 800 shares; 2025Q1: 900 shares; 2025Q2: 1,091 shares; 2025Q3: 1,100 shares; 2025Q4: 1,223 shares; 2026Q1: 1,250 shares 1,250 $449K 0.06% +27 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: 4,556 shares; 2024Q4: 4,854 shares; 2025Q1: 5,036 shares; 2025Q2: 4,898 shares; 2025Q3: 4,747 shares; 2025Q4: 4,848 shares; 2026Q1: 4,817 shares 4,817 $447K 0.06% -31 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,721 shares; 2025Q1: 3,752 shares; 2025Q2: 3,751 shares; 2025Q3: 3,841 shares; 2025Q4: 3,859 shares; 2026Q1: 3,870 shares 3,870 $438K 0.06% +11 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: 5,946 shares; 2024Q4: 4,828 shares; 2025Q1: 5,109 shares; 2025Q2: 4,758 shares; 2025Q3: 4,819 shares; 2025Q4: 4,624 shares; 2026Q1: 4,504 shares 4,504 $434K 0.06% -120 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: 7,638 shares; 2024Q4: 6,816 shares; 2025Q1: 7,656 shares; 2025Q2: 6,910 shares; 2025Q3: 8,674 shares; 2025Q4: 8,279 shares; 2026Q1: 8,599 shares 8,599 $432K 0.06% +320 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 7,715 shares; 2025Q1: 7,715 shares; 2025Q2: 2,788 shares; 2025Q3: 7,642 shares; 2025Q4: 7,642 shares; 2026Q1: 7,993 shares 7,993 $422K 0.05% +351 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: 2,041 shares; 2024Q4: 1,694 shares; 2025Q1: 1,892 shares; 2025Q2: 1,786 shares; 2025Q3: 2,471 shares; 2025Q4: 2,585 shares; 2026Q1: 2,682 shares 2,682 $416K 0.05% +97 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: 681 shares; 2024Q4: 777 shares; 2025Q1: 787 shares; 2025Q2: 782 shares; 2025Q3: 823 shares; 2025Q4: 789 shares; 2026Q1: 839 shares 839 $416K 0.05% +50 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: 2,006 shares; 2024Q4: 2,097 shares; 2025Q1: 2,405 shares; 2025Q2: 2,569 shares; 2025Q3: 2,548 shares; 2025Q4: 2,398 shares; 2026Q1: 2,510 shares 2,510 $415K 0.05% +112 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: 1,937 shares; 2024Q4: 2,172 shares; 2025Q1: 2,374 shares; 2025Q2: 2,453 shares; 2025Q3: 2,466 shares; 2025Q4: 2,479 shares; 2026Q1: 2,596 shares 2,596 $415K 0.05% +117 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,108 shares; 2025Q3: 1,110 shares; 2025Q4: 1,114 shares; 2026Q1: 1,113 shares 1,113 $413K 0.05% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,938 shares; 2025Q4: 1,981 shares; 2026Q1: 1,930 shares 1,930 $412K 0.05% -51 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: 3,275 shares; 2024Q4: 2,950 shares; 2025Q1: 3,034 shares; 2025Q2: 2,836 shares; 2025Q3: 2,953 shares; 2025Q4: 2,895 shares; 2026Q1: 3,137 shares 3,137 $411K 0.05% +242 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,221 shares; 2025Q1: 6,224 shares; 2025Q2: 5,986 shares; 2025Q3: 6,024 shares; 2025Q4: 6,073 shares; 2026Q1: 6,244 shares 6,244 $392K 0.05% +171 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: 4,391 shares; 2024Q4: 4,390 shares; 2025Q1: 4,751 shares; 2025Q2: 4,617 shares; 2025Q3: 4,722 shares; 2025Q4: 4,793 shares; 2026Q1: 4,905 shares 4,905 $390K 0.05% +112 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: 3,172 shares; 2024Q4: 2,088 shares; 2025Q1: 2,488 shares; 2025Q2: 2,744 shares; 2025Q3: 4,765 shares; 2025Q4: 4,608 shares; 2026Q1: 3,802 shares 3,802 $390K 0.05% -806 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: 1,890 shares; 2024Q4: 1,942 shares; 2025Q1: 2,060 shares; 2025Q2: 2,062 shares; 2025Q3: 2,067 shares; 2025Q4: 1,489 shares; 2026Q1: 1,255 shares 1,255 $390K 0.05% -234 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: 331 shares; 2024Q4: 813 shares; 2025Q1: 826 shares; 2025Q2: 859 shares; 2025Q3: 873 shares; 2025Q4: 888 shares; 2026Q1: 850 shares 850 $368K 0.05% -38 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 277 shares; 2025Q2: 281 shares; 2025Q3: 284 shares; 2025Q4: 285 shares; 2026Q1: 287 shares 287 $362K 0.05% +2 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: 1,946 shares; 2024Q4: 1,972 shares; 2025Q1: 1,901 shares; 2025Q2: 1,685 shares; 2025Q3: 1,823 shares; 2025Q4: 1,870 shares; 2026Q1: 1,908 shares 1,908 $362K 0.05% +38 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares; 2026Q1: 4,253 shares 4,253 $361K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,773 shares; 2025Q3: 1,944 shares; 2025Q4: 1,871 shares; 2026Q1: 1,954 shares 1,954 $356K 0.05% +83 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: 777 shares; 2024Q4: 913 shares; 2025Q1: 951 shares; 2025Q2: 988 shares; 2025Q3: 991 shares; 2025Q4: 958 shares; 2026Q1: 978 shares 978 $350K 0.05% +20 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: 1,038 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $340K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 218 shares; 2026Q1: 229 shares 229 $337K 0.04% +11 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares 3,810 $336K 0.04% 0 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: 2,768 shares; 2024Q4: 3,298 shares; 2025Q1: 3,299 shares; 2025Q2: 3,302 shares; 2025Q3: 3,188 shares; 2025Q4: 6,469 shares; 2026Q1: 4,561 shares 4,561 $336K 0.04% -1,908 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,164 shares; 2024Q4: 10,086 shares; 2025Q1: 9,439 shares; 2025Q2: 8,331 shares; 2025Q3: 13,765 shares; 2025Q4: 8,331 shares; 2026Q1: 8,331 shares 8,331 $334K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 388 shares; 2025Q3: 349 shares; 2025Q4: 347 shares; 2026Q1: 371 shares 371 $332K 0.04% +24 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares 4,111 $331K 0.04% 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: 909 shares; 2025Q1: 918 shares; 2025Q2: 921 shares; 2025Q3: 955 shares; 2025Q4: 944 shares; 2026Q1: 828 shares 828 $330K 0.04% -116 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 1,817 shares; 2025Q3: 1,816 shares; 2025Q4: 1,894 shares; 2026Q1: 2,001 shares 2,001 $329K 0.04% +107 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,452 shares; 2025Q1: 1,487 shares; 2025Q2: 1,478 shares; 2025Q3: 1,455 shares; 2025Q4: 1,490 shares; 2026Q1: 1,567 shares 1,567 $329K 0.04% +77 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 7,217 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares 3,360 $327K 0.04% 0 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: 16,679 shares; 2024Q4: 18,766 shares; 2025Q1: 16,460 shares; 2025Q2: 17,935 shares; 2025Q3: 14,954 shares; 2025Q4: 13,393 shares; 2026Q1: 11,422 shares 11,422 $321K 0.04% -1,971 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 317 shares; 2025Q4: 308 shares; 2026Q1: 330 shares 330 $317K 0.04% +22 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,843 shares; 2025Q3: 3,870 shares; 2025Q4: 3,897 shares; 2026Q1: 3,848 shares 3,848 $311K 0.04% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 306 shares; 2026Q1: 357 shares 357 $309K 0.04% +51 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,929 shares; 2025Q4: 1,848 shares; 2026Q1: 2,489 shares 2,489 $306K 0.04% +641 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: 2,858 shares; 2025Q1: 2,936 shares; 2025Q2: 2,937 shares; 2025Q3: 2,418 shares; 2025Q4: 2,428 shares; 2026Q1: 2,571 shares 2,571 $305K 0.04% +143 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: 2,176 shares; 2024Q4: 2,183 shares; 2025Q1: 2,175 shares; 2025Q2: 2,229 shares; 2025Q3: 2,308 shares; 2025Q4: 2,299 shares; 2026Q1: 2,315 shares 2,315 $303K 0.04% +16 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: 2,102 shares; 2024Q4: 2,111 shares; 2025Q1: 2,081 shares; 2025Q2: 2,072 shares; 2025Q3: 2,078 shares; 2025Q4: 2,070 shares; 2026Q1: 2,078 shares 2,078 $301K 0.04% +8 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: 1,622 shares; 2024Q4: 1,827 shares; 2025Q1: 1,946 shares; 2025Q2: 2,106 shares; 2025Q3: 1,918 shares; 2025Q4: 1,927 shares; 2026Q1: 1,578 shares 1,578 $295K 0.04% -349 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,305 shares; 2025Q1: 1,416 shares; 2025Q2: 1,319 shares; 2025Q3: 1,310 shares; 2025Q4: 1,319 shares; 2026Q1: 1,203 shares 1,203 $292K 0.04% -116 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: 840 shares; 2024Q4: 793 shares; 2025Q1: 857 shares; 2025Q2: 930 shares; 2025Q3: 947 shares; 2025Q4: 978 shares; 2026Q1: 845 shares 845 $290K 0.04% -133 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,482 shares; 2026Q1: 2,535 shares 2,535 $288K 0.04% +53 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 20,879 shares; 2025Q1: 20,749 shares; 2025Q2: 20,765 shares; 2025Q3: 19,925 shares; 2025Q4: 19,610 shares; 2026Q1: 9,337 shares 9,337 $285K 0.04% -10,273 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 1,882 shares; 2026Q1: 2,015 shares 2,015 $284K 0.04% +133 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 789 shares; 2025Q2: 811 shares; 2025Q3: 804 shares; 2025Q4: 853 shares; 2026Q1: 856 shares 856 $279K 0.04% +3 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: 819 shares; 2024Q4: 1,078 shares; 2025Q1: 1,139 shares; 2025Q2: 1,102 shares; 2025Q3: 1,164 shares; 2025Q4: 1,152 shares; 2026Q1: 1,176 shares 1,176 $278K 0.04% +24 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: 471 shares; 2024Q4: 491 shares; 2025Q1: 477 shares; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 610 shares; 2026Q1: 561 shares 561 $276K 0.04% -49 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 570 shares; 2026Q1: 584 shares 584 $271K 0.04% +14 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,426 shares; 2025Q4: 1,430 shares; 2026Q1: 1,347 shares 1,347 $266K 0.03% -83 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: 17,347 shares; 2024Q4: 8,209 shares; 2025Q1: 13,027 shares; 2025Q2: 7,980 shares; 2025Q3: 6,716 shares; 2025Q4: 6,579 shares; 2026Q1: 2,228 shares 2,228 $264K 0.03% -4,351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $262K 0.03% 0 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: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,174 shares; 2025Q2: 1,208 shares; 2025Q3: 1,248 shares; 2025Q4: 1,259 shares; 2026Q1: 1,312 shares 1,312 $261K 0.03% +53 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: 2,534 shares; 2024Q4: 2,438 shares; 2025Q1: 2,494 shares; 2025Q2: 2,107 shares; 2025Q3: 2,405 shares; 2025Q4: 2,053 shares; 2026Q1: 1,684 shares 1,684 $261K 0.03% -369 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 987 shares; 2026Q1: 1,109 shares 1,109 $255K 0.03% +122 Timeline NYF 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: 21,782 shares; 2024Q4: 22,891 shares; 2025Q1: 24,803 shares; 2025Q2: 28,716 shares; 2025Q3: 28,827 shares; 2025Q4: 29,545 shares; 2026Q1: 4,742 shares 4,742 $252K 0.03% -24,803 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: 2,202 shares; 2024Q4: 2,542 shares; 2025Q1: 2,545 shares; 2025Q2: 2,744 shares; 2025Q3: 2,660 shares; 2025Q4: 2,481 shares; 2026Q1: 1,940 shares 1,940 $250K 0.03% -541 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,483 shares; 2025Q1: 2,558 shares; 2025Q2: 2,439 shares; 2025Q3: 2,539 shares; 2025Q4: 2,305 shares; 2026Q1: 2,523 shares 2,523 $244K 0.03% +218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: not reported; 2026Q1: 354 shares 354 $242K 0.03% new Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 21,687 shares; 2025Q1: 15,823 shares; 2025Q2: 12,704 shares; 2025Q3: 7,787 shares; 2025Q4: 4,734 shares; 2026Q1: 4,765 shares 4,765 $238K 0.03% +31 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: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: not reported; 2025Q3: 3,337 shares; 2025Q4: not reported; 2026Q1: 3,583 shares 3,583 $236K 0.03% new 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: 967 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,229 shares; 2025Q3: 914 shares; 2025Q4: 668 shares; 2026Q1: 663 shares 663 $236K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,328 shares 5,328 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,845 shares 3,845 $233K 0.03% new 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: 9,117 shares; 2024Q4: 8,893 shares; 2025Q1: 8,653 shares; 2025Q2: 8,122 shares; 2025Q3: 7,217 shares; 2025Q4: 8,479 shares; 2026Q1: 8,052 shares 8,052 $231K 0.03% -427 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,122 shares; 2025Q1: 1,201 shares; 2025Q2: 1,164 shares; 2025Q3: 1,118 shares; 2025Q4: 1,083 shares; 2026Q1: 1,159 shares 1,159 $230K 0.03% +76 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $225K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 3,380 shares; 2025Q4: 3,195 shares; 2026Q1: 3,120 shares 3,120 $224K 0.03% -75 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 632 shares; 2025Q1: 618 shares; 2025Q2: 507 shares; 2025Q3: 510 shares; 2025Q4: 497 shares; 2026Q1: 504 shares 504 $224K 0.03% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,019 shares 3,019 $220K 0.03% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 3,672 shares; 2025Q4: 2,844 shares; 2026Q1: 2,926 shares 2,926 $218K 0.03% +82 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: 2,972 shares; 2024Q4: 1,007 shares; 2025Q1: 1,064 shares; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 871 shares; 2026Q1: 898 shares 898 $218K 0.03% +27 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,902 shares; 2025Q3: 3,312 shares; 2025Q4: not reported; 2026Q1: 3,011 shares 3,011 $218K 0.03% new 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: 493 shares; 2024Q4: 499 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 359 shares 359 $217K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares 1,614 $213K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $209K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,694 shares; 2025Q4: 2,009 shares; 2026Q1: 2,179 shares 2,179 $205K 0.03% +170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,398 shares 1,398 $204K 0.03% new 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: 3,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares; 2025Q4: 2,198 shares; 2026Q1: 2,134 shares 2,134 $204K 0.03% -64 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 1,504 shares 1,504 $203K 0.03% +13 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: 902 shares; 2025Q2: 862 shares; 2025Q3: 808 shares; 2025Q4: 802 shares; 2026Q1: 696 shares 696 $203K 0.03% -106 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: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 903 shares; 2025Q3: 929 shares; 2025Q4: 940 shares; 2026Q1: 1,155 shares 1,155 $203K 0.03% +215 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 185 shares 185 $202K 0.03% new 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: 463 shares; 2024Q4: 457 shares; 2025Q1: 496 shares; 2025Q2: 495 shares; 2025Q3: 499 shares; 2025Q4: 475 shares; 2026Q1: 474 shares 474 $202K 0.03% -1 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: 1,015 shares; 2024Q4: not reported; 2025Q1: 1,188 shares; 2025Q2: 966 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $201K 0.03% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,580 shares; 2025Q3: 12,098 shares; 2025Q4: 12,517 shares; 2026Q1: 12,547 shares 12,547 $83.2K 0.01% +30 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,361 shares; 2025Q1: 31,501 shares; 2025Q2: 31,361 shares; 2025Q3: 31,361 shares; 2025Q4: 31,361 shares; 2026Q1: 31,814 shares 31,814 $54.1K 0.01% +453 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS 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: 14,143 shares 14,143 $43.6K 0.01% new Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,115 shares; 2025Q3: 11,325 shares; 2025Q4: 11,632 shares; 2026Q1: 10,294 shares 10,294 $35.1K <0.01% -1,338 Timeline