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: not loaded; 2024Q4: 10,196 shares; 2025Q1: 10,231 shares; 2025Q2: 10,477 shares; 2025Q3: 11,175 shares; 2025Q4: 12,680 shares; 2026Q1: 12,763 shares 12,763 $12.7M 4.67% +83 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: not loaded; 2024Q4: 48,190 shares; 2025Q1: 47,174 shares; 2025Q2: 46,874 shares; 2025Q3: 46,155 shares; 2025Q4: 47,576 shares; 2026Q1: 48,255 shares 48,255 $12.2M 4.49% +679 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: not loaded; 2024Q4: 25,111 shares; 2025Q1: 25,144 shares; 2025Q2: 25,750 shares; 2025Q3: 25,277 shares; 2025Q4: 26,919 shares; 2026Q1: 31,681 shares 31,681 $11.7M 4.3% +4,762 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: not loaded; 2024Q4: 36,259 shares; 2025Q1: 35,687 shares; 2025Q2: 38,774 shares; 2025Q3: 39,346 shares; 2025Q4: 41,917 shares; 2026Q1: 48,048 shares 48,048 $10M 3.67% +6,131 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: not loaded; 2024Q4: 13,028 shares; 2025Q1: 13,741 shares; 2025Q2: 15,569 shares; 2025Q3: 15,320 shares; 2025Q4: 15,584 shares; 2026Q1: 15,623 shares 15,623 $9.02M 3.31% +39 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: not loaded; 2024Q4: 26,207 shares; 2025Q1: 32,913 shares; 2025Q2: 39,737 shares; 2025Q3: 39,584 shares; 2025Q4: 44,461 shares; 2026Q1: 47,244 shares 47,244 $8.24M 3.02% +2,783 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: not loaded; 2024Q4: 16,583 shares; 2025Q1: 17,548 shares; 2025Q2: 19,703 shares; 2025Q3: 20,794 shares; 2025Q4: 21,066 shares; 2026Q1: 22,567 shares 22,567 $6.49M 2.38% +1,501 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: not loaded; 2024Q4: 23,541 shares; 2025Q1: 24,007 shares; 2025Q2: 27,073 shares; 2025Q3: 27,892 shares; 2025Q4: 34,760 shares; 2026Q1: 30,312 shares 30,312 $6.27M 2.3% -4,448 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: not loaded; 2024Q4: 9,372 shares; 2025Q1: 9,391 shares; 2025Q2: 9,593 shares; 2025Q3: 9,324 shares; 2025Q4: 9,436 shares; 2026Q1: 9,383 shares 9,383 $6.1M 2.24% -53 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: not loaded; 2024Q4: 11,401 shares; 2025Q1: 12,590 shares; 2025Q2: 12,945 shares; 2025Q3: 13,158 shares; 2025Q4: 14,942 shares; 2026Q1: 16,171 shares 16,171 $5.31M 1.95% +1,229 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,308 shares; 2025Q1: 75,286 shares; 2025Q2: 84,763 shares; 2025Q3: 90,196 shares; 2025Q4: 124,332 shares; 2026Q1: 186,984 shares 186,984 $4.82M 1.77% +62,652 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: not loaded; 2024Q4: 73,609 shares; 2025Q1: 74,455 shares; 2025Q2: 83,553 shares; 2025Q3: 94,646 shares; 2025Q4: 120,284 shares; 2026Q1: 151,829 shares 151,829 $4.66M 1.71% +31,545 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: not loaded; 2024Q4: 14,517 shares; 2025Q1: 14,371 shares; 2025Q2: 14,496 shares; 2025Q3: 14,529 shares; 2025Q4: 15,376 shares; 2026Q1: 15,730 shares 15,730 $4.63M 1.7% +354 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: not loaded; 2024Q4: 5,125 shares; 2025Q1: 5,262 shares; 2025Q2: 5,770 shares; 2025Q3: 5,714 shares; 2025Q4: 6,766 shares; 2026Q1: 7,791 shares 7,791 $4.46M 1.64% +1,025 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: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,776 shares; 2025Q2: 5,705 shares; 2025Q3: 5,656 shares; 2025Q4: 6,287 shares; 2026Q1: 6,537 shares 6,537 $3.91M 1.43% +250 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: not loaded; 2024Q4: 18,166 shares; 2025Q1: 17,633 shares; 2025Q2: 17,774 shares; 2025Q3: 18,488 shares; 2025Q4: 18,851 shares; 2026Q1: 18,461 shares 18,461 $3.56M 1.31% -390 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: not loaded; 2024Q4: 34,641 shares; 2025Q1: 38,549 shares; 2025Q2: 41,810 shares; 2025Q3: 46,893 shares; 2025Q4: 69,777 shares; 2026Q1: 84,742 shares 84,742 $3.41M 1.25% +14,965 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 loaded; 2024Q4: 8,461 shares; 2025Q1: 8,947 shares; 2025Q2: 9,724 shares; 2025Q3: 9,811 shares; 2025Q4: 9,721 shares; 2026Q1: 9,560 shares 9,560 $3.27M 1.2% -161 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: not loaded; 2024Q4: 8,819 shares; 2025Q1: 8,669 shares; 2025Q2: 8,779 shares; 2025Q3: 8,800 shares; 2025Q4: 9,700 shares; 2026Q1: 9,878 shares 9,878 $3.25M 1.19% +178 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: not loaded; 2024Q4: 13,014 shares; 2025Q1: 13,506 shares; 2025Q2: 14,049 shares; 2025Q3: 14,611 shares; 2025Q4: 19,175 shares; 2026Q1: 17,226 shares 17,226 $2.92M 1.07% -1,949 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: not loaded; 2024Q4: 3,851 shares; 2025Q1: 3,991 shares; 2025Q2: 5,085 shares; 2025Q3: 5,263 shares; 2025Q4: 5,788 shares; 2026Q1: 5,907 shares 5,907 $2.83M 1.04% +119 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: not loaded; 2024Q4: 3,626 shares; 2025Q1: 3,712 shares; 2025Q2: 3,771 shares; 2025Q3: 4,158 shares; 2025Q4: 3,918 shares; 2026Q1: 3,869 shares 3,869 $2.74M 1.01% -49 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: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,827 shares; 2025Q2: 3,318 shares; 2025Q3: 4,756 shares; 2025Q4: 5,668 shares; 2026Q1: 5,931 shares 5,931 $2.73M 1% +263 Timeline PTRB 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: not loaded; 2024Q4: 20,785 shares; 2025Q1: 37,575 shares; 2025Q2: 50,993 shares; 2025Q3: 54,846 shares; 2025Q4: 63,447 shares; 2026Q1: 65,214 shares 65,214 $2.71M 0.99% +1,767 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: not loaded; 2024Q4: 9,519 shares; 2025Q1: 9,107 shares; 2025Q2: 9,364 shares; 2025Q3: 9,444 shares; 2025Q4: 9,303 shares; 2026Q1: 8,965 shares 8,965 $2.57M 0.94% -338 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: not loaded; 2024Q4: 6,270 shares; 2025Q1: 8,000 shares; 2025Q2: 13,330 shares; 2025Q3: 18,870 shares; 2025Q4: 34,370 shares; 2026Q1: 59,315 shares 59,315 $2.52M 0.93% +24,945 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,775 shares; 2025Q1: 50,075 shares; 2025Q2: 66,720 shares; 2025Q3: 73,921 shares; 2025Q4: 85,903 shares; 2026Q1: 90,763 shares 90,763 $2.38M 0.87% +4,860 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: not loaded; 2024Q4: 8,312 shares; 2025Q1: 7,720 shares; 2025Q2: 7,728 shares; 2025Q3: 7,760 shares; 2025Q4: 7,956 shares; 2026Q1: 7,641 shares 7,641 $2.31M 0.85% -315 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: not loaded; 2024Q4: 9,136 shares; 2025Q1: 8,940 shares; 2025Q2: 9,301 shares; 2025Q3: 9,335 shares; 2025Q4: 9,510 shares; 2026Q1: 9,488 shares 9,488 $2.24M 0.82% -22 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 loaded; 2024Q4: 8,364 shares; 2025Q1: 8,644 shares; 2025Q2: 12,129 shares; 2025Q3: 12,276 shares; 2025Q4: 14,245 shares; 2026Q1: 14,950 shares 14,950 $2.19M 0.8% +705 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: not loaded; 2024Q4: 28,410 shares; 2025Q1: 27,936 shares; 2025Q2: 27,790 shares; 2025Q3: 28,063 shares; 2025Q4: 27,666 shares; 2026Q1: 27,682 shares 27,682 $2.15M 0.79% +16 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: not loaded; 2024Q4: 2,275 shares; 2025Q1: 4,035 shares; 2025Q2: 4,210 shares; 2025Q3: 5,303 shares; 2025Q4: 5,978 shares; 2026Q1: 6,273 shares 6,273 $2.12M 0.78% +295 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,200 shares; 2025Q3: 31,775 shares; 2025Q4: 52,510 shares; 2026Q1: 72,745 shares 72,745 $2.09M 0.77% +20,235 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: not loaded; 2024Q4: 2,081 shares; 2025Q1: 1,998 shares; 2025Q2: 3,109 shares; 2025Q3: 3,521 shares; 2025Q4: 4,963 shares; 2026Q1: 6,551 shares 6,551 $2.03M 0.74% +1,588 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: not loaded; 2024Q4: 7,800 shares; 2025Q1: 7,416 shares; 2025Q2: 7,224 shares; 2025Q3: 7,457 shares; 2025Q4: 7,605 shares; 2026Q1: 7,990 shares 7,990 $1.94M 0.71% +385 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: not loaded; 2024Q4: 4,892 shares; 2025Q1: 4,770 shares; 2025Q2: 4,925 shares; 2025Q3: 5,011 shares; 2025Q4: 5,665 shares; 2026Q1: 6,021 shares 6,021 $1.87M 0.69% +356 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: not loaded; 2024Q4: 17,283 shares; 2025Q1: 16,265 shares; 2025Q2: 16,289 shares; 2025Q3: 16,063 shares; 2025Q4: 15,880 shares; 2026Q1: 15,523 shares 15,523 $1.87M 0.68% -357 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: not loaded; 2024Q4: 8,929 shares; 2025Q1: 9,036 shares; 2025Q2: 9,368 shares; 2025Q3: 10,238 shares; 2025Q4: 11,681 shares; 2026Q1: 12,560 shares 12,560 $1.81M 0.67% +879 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 loaded; 2024Q4: 6,200 shares; 2025Q1: 7,124 shares; 2025Q2: 8,412 shares; 2025Q3: 8,937 shares; 2025Q4: 10,050 shares; 2026Q1: 10,888 shares 10,888 $1.79M 0.66% +838 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: not loaded; 2024Q4: 22,886 shares; 2025Q1: 23,986 shares; 2025Q2: 26,186 shares; 2025Q3: 24,893 shares; 2025Q4: 26,177 shares; 2026Q1: 26,355 shares 26,355 $1.78M 0.65% +178 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: not loaded; 2024Q4: 14,093 shares; 2025Q1: 14,551 shares; 2025Q2: 14,433 shares; 2025Q3: 13,998 shares; 2025Q4: 13,740 shares; 2026Q1: 13,793 shares 13,793 $1.71M 0.63% +53 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: not loaded; 2024Q4: 16,874 shares; 2025Q1: 17,623 shares; 2025Q2: 18,984 shares; 2025Q3: 20,355 shares; 2025Q4: 21,343 shares; 2026Q1: 21,884 shares 21,884 $1.66M 0.61% +541 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,135 shares; 2025Q1: 32,544 shares; 2025Q2: 46,804 shares; 2025Q3: 45,720 shares; 2025Q4: 61,327 shares; 2026Q1: 59,775 shares 59,775 $1.63M 0.6% -1,552 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: not loaded; 2024Q4: 28,281 shares; 2025Q1: 30,134 shares; 2025Q2: 32,807 shares; 2025Q3: 31,853 shares; 2025Q4: 32,486 shares; 2026Q1: 31,694 shares 31,694 $1.59M 0.58% -792 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: not loaded; 2024Q4: 6,145 shares; 2025Q1: 6,170 shares; 2025Q2: 6,349 shares; 2025Q3: 6,292 shares; 2025Q4: 6,663 shares; 2026Q1: 6,718 shares 6,718 $1.54M 0.57% +55 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: not loaded; 2024Q4: 8,066 shares; 2025Q1: 8,004 shares; 2025Q2: 7,833 shares; 2025Q3: 7,236 shares; 2025Q4: 7,157 shares; 2026Q1: 6,784 shares 6,784 $1.53M 0.56% -373 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 2,199 shares; 2025Q3: 3,196 shares; 2025Q4: 5,103 shares; 2026Q1: 5,377 shares 5,377 $1.5M 0.55% +274 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: not loaded; 2024Q4: 14,962 shares; 2025Q1: 16,746 shares; 2025Q2: 17,828 shares; 2025Q3: 17,292 shares; 2025Q4: 16,999 shares; 2026Q1: 17,054 shares 17,054 $1.48M 0.54% +55 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,302 shares; 2025Q1: 5,035 shares; 2025Q2: 5,614 shares; 2025Q3: 5,627 shares; 2025Q4: 6,665 shares; 2026Q1: 6,937 shares 6,937 $1.46M 0.53% +272 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: not loaded; 2024Q4: 4,974 shares; 2025Q1: 4,996 shares; 2025Q2: 5,057 shares; 2025Q3: 5,239 shares; 2025Q4: 6,587 shares; 2026Q1: 6,683 shares 6,683 $1.45M 0.53% +96 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: not loaded; 2024Q4: 4,516 shares; 2025Q1: 4,518 shares; 2025Q2: 4,846 shares; 2025Q3: 4,838 shares; 2025Q4: 5,774 shares; 2026Q1: 5,842 shares 5,842 $1.43M 0.52% +68 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: not loaded; 2024Q4: 8,853 shares; 2025Q1: 10,433 shares; 2025Q2: 11,734 shares; 2025Q3: 11,728 shares; 2025Q4: 11,562 shares; 2026Q1: 11,428 shares 11,428 $1.42M 0.52% -134 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: not loaded; 2024Q4: 5,303 shares; 2025Q1: 5,244 shares; 2025Q2: 4,384 shares; 2025Q3: 4,069 shares; 2025Q4: 4,179 shares; 2026Q1: 3,900 shares 3,900 $1.39M 0.51% -279 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,576 shares; 2025Q1: 40,800 shares; 2025Q2: 37,071 shares; 2025Q3: 34,589 shares; 2025Q4: 34,134 shares; 2026Q1: 33,460 shares 33,460 $1.34M 0.49% -674 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,466 shares; 2025Q1: 41,016 shares; 2025Q2: 54,651 shares; 2025Q3: 54,651 shares; 2025Q4: 57,741 shares; 2026Q1: 59,191 shares 59,191 $1.32M 0.49% +1,450 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,565 shares; 2025Q1: 26,614 shares; 2025Q2: 27,275 shares; 2025Q3: 27,233 shares; 2025Q4: 25,922 shares; 2026Q1: 25,171 shares 25,171 $1.31M 0.48% -751 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: not loaded; 2024Q4: 6,124 shares; 2025Q1: 6,154 shares; 2025Q2: 7,278 shares; 2025Q3: 7,327 shares; 2025Q4: 7,714 shares; 2026Q1: 8,531 shares 8,531 $1.25M 0.46% +817 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,878 shares; 2025Q1: 3,203 shares; 2025Q2: 4,166 shares; 2025Q3: 4,661 shares; 2025Q4: 6,566 shares; 2026Q1: 7,729 shares 7,729 $1.24M 0.45% +1,163 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: not loaded; 2024Q4: 2,313 shares; 2025Q1: 2,333 shares; 2025Q2: 2,383 shares; 2025Q3: 2,532 shares; 2025Q4: 2,922 shares; 2026Q1: 3,453 shares 3,453 $1.17M 0.43% +531 Timeline WDIV 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: not loaded; 2024Q4: 7,231 shares; 2025Q1: 6,936 shares; 2025Q2: 8,156 shares; 2025Q3: 9,742 shares; 2025Q4: 11,692 shares; 2026Q1: 14,572 shares 14,572 $1.12M 0.41% +2,880 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: not loaded; 2024Q4: 11,468 shares; 2025Q1: 11,381 shares; 2025Q2: 11,311 shares; 2025Q3: 10,590 shares; 2025Q4: 11,976 shares; 2026Q1: 12,212 shares 12,212 $1.09M 0.4% +236 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,810 shares; 2025Q1: 7,931 shares; 2025Q2: 7,587 shares; 2025Q3: 8,231 shares; 2025Q4: 8,407 shares; 2026Q1: 8,344 shares 8,344 $1.09M 0.4% -63 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: not loaded; 2024Q4: 5,953 shares; 2025Q1: 5,784 shares; 2025Q2: 5,490 shares; 2025Q3: 5,483 shares; 2025Q4: 5,644 shares; 2026Q1: 5,616 shares 5,616 $1.09M 0.4% -28 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,012 shares; 2025Q1: 6,078 shares; 2025Q2: 6,172 shares; 2025Q3: 6,620 shares; 2025Q4: 7,741 shares; 2026Q1: 9,334 shares 9,334 $1.07M 0.39% +1,593 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: not loaded; 2024Q4: 6,426 shares; 2025Q1: 6,908 shares; 2025Q2: 7,712 shares; 2025Q3: 7,676 shares; 2025Q4: 9,568 shares; 2026Q1: 10,439 shares 10,439 $1.07M 0.39% +871 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 3,074 shares; 2026Q1: 3,074 shares 3,074 $1.06M 0.39% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,247 shares; 2025Q3: 4,390 shares; 2025Q4: 6,076 shares; 2026Q1: 6,172 shares 6,172 $1.04M 0.38% +96 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: not loaded; 2024Q4: 6,118 shares; 2025Q1: 6,018 shares; 2025Q2: 6,552 shares; 2025Q3: 6,852 shares; 2025Q4: 6,987 shares; 2026Q1: 7,027 shares 7,027 $1.04M 0.38% +40 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: not loaded; 2024Q4: 8,962 shares; 2025Q1: 9,466 shares; 2025Q2: 9,729 shares; 2025Q3: 9,958 shares; 2025Q4: 10,381 shares; 2026Q1: 10,486 shares 10,486 $1.01M 0.37% +105 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,562 shares; 2025Q2: 6,130 shares; 2025Q3: 8,475 shares; 2025Q4: 10,601 shares; 2026Q1: 13,744 shares 13,744 $989K 0.36% +3,143 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: not loaded; 2024Q4: 8,418 shares; 2025Q1: 11,279 shares; 2025Q2: 13,389 shares; 2025Q3: 14,130 shares; 2025Q4: 15,020 shares; 2026Q1: 15,416 shares 15,416 $988K 0.36% +396 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 10,580 shares; 2026Q1: 18,970 shares 18,970 $960K 0.35% +8,390 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: not loaded; 2024Q4: 568 shares; 2025Q1: 611 shares; 2025Q2: 767 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,041 shares 1,041 $958K 0.35% +25 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 5,745 shares; 2025Q3: 6,949 shares; 2025Q4: 8,415 shares; 2026Q1: 10,169 shares 10,169 $939K 0.34% +1,754 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: not loaded; 2024Q4: 8,259 shares; 2025Q1: 9,776 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares 9,995 $905K 0.33% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,853 shares; 2025Q1: 4,784 shares; 2025Q2: 4,466 shares; 2025Q3: 4,282 shares; 2025Q4: 4,033 shares; 2026Q1: 3,702 shares 3,702 $898K 0.33% -331 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 1,156 shares; 2026Q1: 2,341 shares 2,341 $898K 0.33% +1,185 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: not loaded; 2024Q4: 1,611 shares; 2025Q1: 1,511 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,945 shares; 2026Q1: 2,151 shares 2,151 $896K 0.33% +206 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 792 shares; 2025Q1: 816 shares; 2025Q2: 879 shares; 2025Q3: 884 shares; 2025Q4: 1,121 shares; 2026Q1: 1,758 shares 1,758 $872K 0.32% +637 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: not loaded; 2024Q4: 2,057 shares; 2025Q1: 2,145 shares; 2025Q2: 2,500 shares; 2025Q3: 2,589 shares; 2025Q4: 2,899 shares; 2026Q1: 2,881 shares 2,881 $871K 0.32% -18 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 4,196 shares; 2025Q2: 4,949 shares; 2025Q3: 5,394 shares; 2025Q4: 5,610 shares; 2026Q1: 5,601 shares 5,601 $871K 0.32% -9 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,035 shares; 2026Q1: 22,808 shares 22,808 $848K 0.31% +5,773 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: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,185 shares; 2025Q2: 1,338 shares; 2025Q3: 1,356 shares; 2025Q4: 1,386 shares; 2026Q1: 1,391 shares 1,391 $841K 0.31% +5 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: not loaded; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 315 shares; 2025Q3: 345 shares; 2025Q4: 6,826 shares; 2026Q1: 8,527 shares 8,527 $820K 0.3% +1,701 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,750 shares; 2025Q4: 11,515 shares; 2026Q1: 17,165 shares 17,165 $807K 0.3% +5,650 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 loaded; 2024Q4: 801 shares; 2025Q1: 764 shares; 2025Q2: 841 shares; 2025Q3: 870 shares; 2025Q4: 850 shares; 2026Q1: 833 shares 833 $801K 0.29% -17 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: not loaded; 2024Q4: 872 shares; 2025Q1: 2,148 shares; 2025Q2: 3,641 shares; 2025Q3: 3,827 shares; 2025Q4: 4,341 shares; 2026Q1: 4,990 shares 4,990 $797K 0.29% +649 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: not loaded; 2024Q4: 1,456 shares; 2025Q1: 1,801 shares; 2025Q2: 1,801 shares; 2025Q3: 2,796 shares; 2025Q4: 3,548 shares; 2026Q1: 3,197 shares 3,197 $793K 0.29% -351 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: not loaded; 2024Q4: 9,130 shares; 2025Q1: 9,230 shares; 2025Q2: 7,542 shares; 2025Q3: 6,245 shares; 2025Q4: 6,145 shares; 2026Q1: 5,465 shares 5,465 $791K 0.29% -680 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,606 shares; 2025Q2: 3,737 shares; 2025Q3: 3,740 shares; 2025Q4: 3,173 shares; 2026Q1: 2,990 shares 2,990 $778K 0.29% -183 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,060 shares; 2025Q1: 16,305 shares; 2025Q2: 16,740 shares; 2025Q3: 16,710 shares; 2025Q4: 16,770 shares; 2026Q1: 16,820 shares 16,820 $762K 0.28% +50 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: not loaded; 2024Q4: 2,736 shares; 2025Q1: 2,893 shares; 2025Q2: 3,210 shares; 2025Q3: 3,558 shares; 2025Q4: 3,770 shares; 2026Q1: 3,997 shares 3,997 $758K 0.28% +227 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 loaded; 2024Q4: 7,073 shares; 2025Q1: 7,449 shares; 2025Q2: 7,321 shares; 2025Q3: 7,406 shares; 2025Q4: 8,899 shares; 2026Q1: 10,836 shares 10,836 $756K 0.28% +1,937 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: not loaded; 2024Q4: 625 shares; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: 14,975 shares 14,975 $739K 0.27% +14,250 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: not loaded; 2024Q4: 5,276 shares; 2025Q1: 5,293 shares; 2025Q2: 4,592 shares; 2025Q3: 4,424 shares; 2025Q4: 3,354 shares; 2026Q1: 2,539 shares 2,539 $737K 0.27% -815 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: not loaded; 2024Q4: 1,902 shares; 2025Q1: 1,616 shares; 2025Q2: 1,628 shares; 2025Q3: 1,866 shares; 2025Q4: 1,871 shares; 2026Q1: 1,967 shares 1,967 $731K 0.27% +96 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: not loaded; 2024Q4: 1,945 shares; 2025Q1: 1,979 shares; 2025Q2: 3,011 shares; 2025Q3: 2,937 shares; 2025Q4: 2,513 shares; 2026Q1: 2,647 shares 2,647 $716K 0.26% +134 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,557 shares; 2025Q1: 5,072 shares; 2025Q2: 4,274 shares; 2025Q3: 4,103 shares; 2025Q4: 4,258 shares; 2026Q1: 4,383 shares 4,383 $661K 0.24% +125 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,440 shares; 2026Q1: 21,290 shares 21,290 $625K 0.23% +7,850 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: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 3,845 shares 3,845 $622K 0.23% +3,685 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: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,895 shares; 2025Q2: 5,069 shares; 2025Q3: 5,388 shares; 2025Q4: 6,385 shares; 2026Q1: 6,155 shares 6,155 $593K 0.22% -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: not loaded; 2024Q4: 1,385 shares; 2025Q1: 1,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,080 shares; 2026Q1: 2,872 shares 2,872 $584K 0.21% +792 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 12,550 shares 12,550 $576K 0.21% +11,500 Timeline QJUN 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $562K 0.21% 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 loaded; 2024Q4: 6,636 shares; 2025Q1: 7,990 shares; 2025Q2: 7,646 shares; 2025Q3: 9,186 shares; 2025Q4: 4,737 shares; 2026Q1: 4,224 shares 4,224 $558K 0.2% -513 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,715 shares; 2025Q1: 9,555 shares; 2025Q2: 10,147 shares; 2025Q3: 9,966 shares; 2025Q4: 10,093 shares; 2026Q1: 10,550 shares 10,550 $557K 0.2% +457 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: not loaded; 2024Q4: 5,766 shares; 2025Q1: 6,384 shares; 2025Q2: 6,178 shares; 2025Q3: 5,980 shares; 2025Q4: 5,952 shares; 2026Q1: 5,954 shares 5,954 $549K 0.2% +2 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 19,900 shares; 2025Q4: 20,825 shares; 2026Q1: 20,800 shares 20,800 $547K 0.2% -25 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: not loaded; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 3,008 shares; 2026Q1: 2,957 shares 2,957 $545K 0.2% -51 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: not loaded; 2024Q4: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 6,471 shares; 2025Q3: 6,471 shares; 2025Q4: 6,471 shares; 2026Q1: 5,411 shares 5,411 $544K 0.2% -1,060 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: not loaded; 2024Q4: 927 shares; 2025Q1: 952 shares; 2025Q2: 964 shares; 2025Q3: 952 shares; 2025Q4: 1,089 shares; 2026Q1: 1,090 shares 1,090 $544K 0.2% +1 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,750 shares; 2026Q1: 14,125 shares 14,125 $543K 0.2% +2,375 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: not loaded; 2024Q4: 4,378 shares; 2025Q1: 4,355 shares; 2025Q2: 4,167 shares; 2025Q3: 4,193 shares; 2025Q4: 4,239 shares; 2026Q1: 2,871 shares 2,871 $536K 0.2% -1,368 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: not loaded; 2024Q4: 160 shares; 2025Q1: 288 shares; 2025Q2: 298 shares; 2025Q3: 350 shares; 2025Q4: 360 shares; 2026Q1: 405 shares 405 $535K 0.2% +45 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,075 shares; 2026Q1: 11,260 shares 11,260 $522K 0.19% +4,185 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: not loaded; 2024Q4: 5,072 shares; 2025Q1: 4,723 shares; 2025Q2: 4,739 shares; 2025Q3: 4,759 shares; 2025Q4: 4,495 shares; 2026Q1: 3,805 shares 3,805 $522K 0.19% -690 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: not loaded; 2024Q4: 5,734 shares; 2025Q1: 5,563 shares; 2025Q2: 4,962 shares; 2025Q3: 5,166 shares; 2025Q4: 5,219 shares; 2026Q1: 4,682 shares 4,682 $514K 0.19% -537 Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000 $511K 0.19% new 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 loaded; 2024Q4: 18,104 shares; 2025Q1: 17,009 shares; 2025Q2: 16,453 shares; 2025Q3: 16,416 shares; 2025Q4: 15,922 shares; 2026Q1: 15,002 shares 15,002 $503K 0.18% -920 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 1,012 shares; 2025Q2: 1,072 shares; 2025Q3: 1,092 shares; 2025Q4: 1,117 shares; 2026Q1: 1,277 shares 1,277 $499K 0.18% +160 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares 5,340 $495K 0.18% 0 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: not loaded; 2024Q4: 1,151 shares; 2025Q1: 1,038 shares; 2025Q2: 1,162 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,358 shares 1,358 $487K 0.18% +25 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,925 shares; 2026Q1: 14,154 shares 14,154 $487K 0.18% +229 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: not loaded; 2024Q4: 5,107 shares; 2025Q1: 5,635 shares; 2025Q2: 5,914 shares; 2025Q3: 6,271 shares; 2025Q4: 6,643 shares; 2026Q1: 3,753 shares 3,753 $483K 0.18% -2,890 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,034 shares; 2025Q1: 2,080 shares; 2025Q2: 4,422 shares; 2025Q3: 4,609 shares; 2025Q4: 4,935 shares; 2026Q1: 5,467 shares 5,467 $463K 0.17% +532 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: not loaded; 2024Q4: 2,825 shares; 2025Q1: 2,832 shares; 2025Q2: 2,935 shares; 2025Q3: 3,370 shares; 2025Q4: 2,504 shares; 2026Q1: 2,319 shares 2,319 $460K 0.17% -185 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: not loaded; 2024Q4: 1,295 shares; 2025Q1: 1,335 shares; 2025Q2: 1,566 shares; 2025Q3: 1,527 shares; 2025Q4: 1,562 shares; 2026Q1: 1,597 shares 1,597 $459K 0.17% +35 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: not loaded; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares; 2026Q1: 4,043 shares 4,043 $457K 0.17% -150 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: not loaded; 2024Q4: 12,072 shares; 2025Q1: 10,432 shares; 2025Q2: 9,832 shares; 2025Q3: 9,604 shares; 2025Q4: 9,331 shares; 2026Q1: 9,131 shares 9,131 $445K 0.16% -200 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,557 shares; 2025Q1: 3,575 shares; 2025Q2: 3,577 shares; 2025Q3: 3,654 shares; 2025Q4: 3,656 shares; 2026Q1: 3,665 shares 3,665 $423K 0.16% +9 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: not loaded; 2024Q4: 1,244 shares; 2025Q1: 1,154 shares; 2025Q2: 1,176 shares; 2025Q3: 1,171 shares; 2025Q4: 1,166 shares; 2026Q1: 1,136 shares 1,136 $400K 0.15% -30 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: not loaded; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $398K 0.15% 0 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,725 shares 9,725 $379K 0.14% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 7,097 shares; 2025Q3: 7,345 shares; 2025Q4: 7,395 shares; 2026Q1: 7,455 shares 7,455 $378K 0.14% +60 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: not loaded; 2024Q4: 3,184 shares; 2025Q1: 5,579 shares; 2025Q2: 8,104 shares; 2025Q3: 10,129 shares; 2025Q4: 8,698 shares; 2026Q1: 7,155 shares 7,155 $377K 0.14% -1,543 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,193 shares; 2025Q1: 2,333 shares; 2025Q2: 2,359 shares; 2025Q3: 2,369 shares; 2025Q4: 2,153 shares; 2026Q1: 2,044 shares 2,044 $372K 0.14% -109 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: not loaded; 2024Q4: 4,220 shares; 2025Q1: 4,146 shares; 2025Q2: 4,123 shares; 2025Q3: 4,175 shares; 2025Q4: 3,655 shares; 2026Q1: 4,003 shares 4,003 $369K 0.14% +348 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: not loaded; 2024Q4: 9,291 shares; 2025Q1: 8,989 shares; 2025Q2: 8,486 shares; 2025Q3: 8,533 shares; 2025Q4: 7,139 shares; 2026Q1: 5,161 shares 5,161 $368K 0.14% -1,978 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: not loaded; 2024Q4: 483 shares; 2025Q1: 505 shares; 2025Q2: 538 shares; 2025Q3: 488 shares; 2025Q4: 541 shares; 2026Q1: 556 shares 556 $363K 0.13% +15 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,208 shares; 2025Q1: 63,085 shares; 2025Q2: 67,598 shares; 2025Q3: 62,876 shares; 2025Q4: 63,010 shares; 2026Q1: 68,135 shares 68,135 $353K 0.13% +5,125 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,630 shares 1,630 $351K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,294 shares; 2026Q1: 10,294 shares 10,294 $349K 0.13% 0 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 loaded; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,616 shares; 2025Q3: 2,601 shares; 2025Q4: 3,302 shares; 2026Q1: 3,549 shares 3,549 $345K 0.13% +247 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: not loaded; 2024Q4: 213 shares; 2025Q1: 323 shares; 2025Q2: 393 shares; 2025Q3: 410 shares; 2025Q4: 433 shares; 2026Q1: 463 shares 463 $337K 0.12% +30 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: not loaded; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $335K 0.12% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,796 shares; 2025Q1: 2,848 shares; 2025Q2: 3,080 shares; 2025Q3: 3,339 shares; 2025Q4: 3,341 shares; 2026Q1: 3,418 shares 3,418 $334K 0.12% +77 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,287 shares; 2025Q1: 2,237 shares; 2025Q2: 3,421 shares; 2025Q3: 3,168 shares; 2025Q4: 3,317 shares; 2026Q1: 2,724 shares 2,724 $330K 0.12% -593 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 loaded; 2024Q4: 7,456 shares; 2025Q1: 7,344 shares; 2025Q2: 7,348 shares; 2025Q3: 6,803 shares; 2025Q4: 5,857 shares; 2026Q1: 5,431 shares 5,431 $329K 0.12% -426 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: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,291 shares; 2025Q4: 1,485 shares; 2026Q1: 1,486 shares 1,486 $325K 0.12% +1 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 2,700 shares 2,700 $323K 0.12% +625 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 675 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $319K 0.12% 0 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: not loaded; 2024Q4: 408 shares; 2025Q1: 409 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,423 shares; 2026Q1: 4,424 shares 4,424 $315K 0.12% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,238 shares; 2025Q1: 11,938 shares; 2025Q2: 13,138 shares; 2025Q3: 12,543 shares; 2025Q4: 8,945 shares; 2026Q1: 4,825 shares 4,825 $314K 0.12% -4,120 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,396 shares 10,396 $307K 0.11% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,279 shares; 2025Q2: 7,338 shares; 2025Q3: 6,896 shares; 2025Q4: 6,104 shares; 2026Q1: 6,049 shares 6,049 $304K 0.11% -55 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: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,850 shares; 2025Q2: 1,749 shares; 2025Q3: 1,720 shares; 2025Q4: 1,871 shares; 2026Q1: 1,938 shares 1,938 $301K 0.11% +67 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,200 shares 8,200 $294K 0.11% new Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,800 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $293K 0.11% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: 2,707 shares 2,707 $287K 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,238 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,042 shares; 2025Q4: 2,096 shares; 2026Q1: 2,097 shares 2,097 $277K 0.1% +1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 4,370 shares 4,370 $268K 0.1% +3,850 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares 4,859 $256K 0.09% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,120 shares; 2026Q1: 3,267 shares 3,267 $256K 0.09% +1,147 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 5,235 shares; 2026Q1: 5,434 shares 5,434 $256K 0.09% +199 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 4,008 shares; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares; 2026Q1: 4,108 shares 4,108 $251K 0.09% -400 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,000 shares; 2025Q1: 72,375 shares; 2025Q2: 76,375 shares; 2025Q3: 68,275 shares; 2025Q4: 48,945 shares; 2026Q1: 49,845 shares 49,845 $247K 0.09% +900 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: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 292 shares 292 $247K 0.09% +15 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 loaded; 2024Q4: 80 shares; 2025Q1: 805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares 980 $246K 0.09% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,075 shares; 2025Q1: 6,075 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 8,925 shares; 2026Q1: 8,925 shares 8,925 $242K 0.09% 0 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 loaded; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares 1,130 $241K 0.09% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares 1,113 $235K 0.09% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,590 shares 8,590 $235K 0.09% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,686 shares; 2025Q1: 7,093 shares; 2025Q2: 7,101 shares; 2025Q3: 6,298 shares; 2025Q4: 6,305 shares; 2026Q1: 6,442 shares 6,442 $232K 0.09% +137 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: not loaded; 2024Q4: 323 shares; 2025Q1: 344 shares; 2025Q2: 719 shares; 2025Q3: 704 shares; 2025Q4: 733 shares; 2026Q1: 700 shares 700 $224K 0.08% -33 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: not loaded; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $223K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares 7,192 $219K 0.08% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,957 shares; 2025Q1: 3,467 shares; 2025Q2: 3,606 shares; 2025Q3: 3,028 shares; 2025Q4: 2,728 shares; 2026Q1: 2,164 shares 2,164 $214K 0.08% -564 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: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $208K 0.08% new 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: not loaded; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 3,064 shares; 2025Q4: 3,064 shares; 2026Q1: 1,564 shares 1,564 $207K 0.08% -1,500 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 loaded; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: not reported; 2026Q1: 2,850 shares 2,850 $206K 0.08% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares; 2025Q4: 3,925 shares; 2026Q1: 4,075 shares 4,075 $206K 0.08% +150 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $201K 0.07% new 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: not loaded; 2024Q4: 1,529 shares; 2025Q1: 1,767 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,993 shares 1,993 $198K 0.07% +151 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,459 shares 17,459 $197K 0.07% new 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 loaded; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares; 2026Q1: 3,628 shares 3,628 $196K 0.07% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 3,139 shares; 2026Q1: 3,789 shares 3,789 $190K 0.07% +650 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: not loaded; 2024Q4: 1,038 shares; 2025Q1: 1,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares; 2026Q1: 1,428 shares 1,428 $187K 0.07% -117 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,632 shares; 2025Q1: 2,637 shares; 2025Q2: 2,875 shares; 2025Q3: 2,910 shares; 2025Q4: 2,874 shares; 2026Q1: 2,979 shares 2,979 $179K 0.07% +105 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: not loaded; 2024Q4: 1,622 shares; 2025Q1: 1,628 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares; 2026Q1: 2,072 shares 2,072 $171K 0.06% +450 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: not loaded; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 620 shares; 2025Q3: 8,062 shares; 2025Q4: 7,668 shares; 2026Q1: 5,718 shares 5,718 $167K 0.06% -1,950 Timeline XMHQ 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 loaded; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares 1,604 $166K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $160K 0.06% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 272 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 284 shares 284 $160K 0.06% +52 Timeline XMMO 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 loaded; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares 1,089 $158K 0.06% 0 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: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $155K 0.06% 0 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: not loaded; 2024Q4: 2,186 shares; 2025Q1: 2,174 shares; 2025Q2: 2,179 shares; 2025Q3: not reported; 2025Q4: 1,474 shares; 2026Q1: 1,464 shares 1,464 $144K 0.05% -10 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: not loaded; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 549 shares 549 $141K 0.05% +2 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: not loaded; 2024Q4: 4,480 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares 4,530 $132K 0.05% 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 loaded; 2024Q4: 225 shares; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 643 shares 643 $128K 0.05% +68 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 2,257 shares 2,257 $128K 0.05% +1,157 Timeline VIGI 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: not loaded; 2024Q4: 306 shares; 2025Q1: 309 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 330 shares; 2026Q1: 1,390 shares 1,390 $123K 0.05% +1,060 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $118K 0.04% 0 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: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares 3,815 $118K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 281 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $114K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares 1,202 $113K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $112K 0.04% 0 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 loaded; 2024Q4: 738 shares; 2025Q1: 793 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 960 shares 960 $108K 0.04% +90 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 350 shares 350 $105K 0.04% -47 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: not loaded; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares 1,038 $104K 0.04% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 454 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $103K 0.04% 0 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: not loaded; 2024Q4: 433 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 499 shares 499 $97.9K 0.04% -25 Timeline XSVM 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 loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $90.4K 0.03% 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: not loaded; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 443 shares 443 $90K 0.03% +42 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: not loaded; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares; 2025Q4: 3,494 shares; 2026Q1: 3,494 shares 3,494 $89.6K 0.03% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $87.6K 0.03% 0 Timeline FEZ 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: not loaded; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $85.7K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $84.3K 0.03% 0 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: not loaded; 2024Q4: 6,055 shares; 2025Q1: 5,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,455 shares; 2026Q1: 7,220 shares 7,220 $83.3K 0.03% +765 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $76K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $72.8K 0.03% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $69.7K 0.03% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $68K 0.02% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,622 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares; 2026Q1: 2,622 shares 2,622 $63.6K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $55.2K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $54.4K 0.02% 0 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 loaded; 2024Q4: 1,951 shares; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,225 shares 1,225 $54.1K 0.02% +125 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 loaded; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares; 2026Q1: 715 shares 715 $53.3K 0.02% 0 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: not loaded; 2024Q4: 116 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $52.9K 0.02% 0 Timeline JPEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares 846 $52.6K 0.02% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $52.1K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $47.6K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,219 shares; 2025Q1: 1,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,269 shares; 2026Q1: 1,629 shares 1,629 $46.8K 0.02% -640 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: not loaded; 2024Q4: 225 shares; 2025Q1: 228 shares; 2025Q2: 229 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 231 shares 231 $44.4K 0.02% +1 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885 $42.2K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $41.5K 0.02% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares 1,783 $41.3K 0.02% 0 Timeline IMCG 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 loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $40.2K 0.01% 0 Timeline IXN 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 loaded; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $40K 0.01% 0 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 loaded; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares 1,281 $35.7K 0.01% 0 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: not loaded; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 844 shares; 2026Q1: 846 shares 846 $33K 0.01% +2 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: not loaded; 2024Q4: 120 shares; 2025Q1: 220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $32.3K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842 shares; 2026Q1: 842 shares 842 $31.6K 0.01% 0 Timeline PEY 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 loaded; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares 1,463 $31.3K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $31.1K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $30.3K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 363 shares 363 $30.1K 0.01% +2 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: not loaded; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 39 shares; 2026Q1: 69 shares 69 $29.4K 0.01% +30 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: not loaded; 2024Q4: 95 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $28.8K 0.01% 0 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 loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $27.2K 0.01% 0 Timeline PGF 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 loaded; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares 1,942 $26.7K 0.01% 0 Timeline PAAA 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $25.6K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $25K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $23.8K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,409 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $22.4K 0.01% 0 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: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 450 shares 450 $22.3K 0.01% -200 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $20.5K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $19.3K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $16.2K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $16.2K 0.01% 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: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $15.3K 0.01% 0 Timeline IXJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $13.8K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $13.5K <0.01% 0 Timeline IBB 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 loaded; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $12.7K <0.01% 0 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: not loaded; 2024Q4: 576 shares; 2025Q1: 604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 75 shares 75 $12.4K <0.01% -101 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 307 shares; 2025Q4: 406 shares; 2026Q1: 273 shares 273 $11.7K <0.01% -133 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $10.3K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $10.2K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $10K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $9.27K <0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 78 shares 78 $8.56K <0.01% +4 Timeline IDV 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 loaded; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $7.96K <0.01% 0 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: not loaded; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $7.79K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $6.95K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $6.39K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 77 shares 77 $6.04K <0.01% +9 Timeline IYH 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 loaded; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $4.75K <0.01% 0 Timeline JPIN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $3.7K <0.01% 0 Timeline AFLG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96 $3.7K <0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 47 shares 47 $2.21K <0.01% -160 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $2.16K <0.01% 0 Timeline BLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $2.13K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $823 <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares 8 $778 <0.01% new Timeline