DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821,303 shares; 2024Q4: 2,316,725 shares; 2025Q1: 2,893,839 shares; 2025Q2: 3,095,429 shares; 2025Q3: 4,561,445 shares; 2025Q4: 5,320,698 shares; 2026Q1: 6,125,950 shares 6,125,950 $434M 20.09% +805,252 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425,472 shares; 2024Q4: 3,120,221 shares; 2025Q1: 3,302,605 shares; 2025Q2: 2,804,100 shares; 2025Q3: 3,779,194 shares; 2025Q4: 3,968,477 shares; 2026Q1: 4,167,029 shares 4,167,029 $162M 7.51% +198,552 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,845 shares; 2024Q4: 809,302 shares; 2025Q1: 1,085,893 shares; 2025Q2: 1,192,294 shares; 2025Q3: 1,857,715 shares; 2025Q4: 2,484,523 shares; 2026Q1: 2,991,136 shares 2,991,136 $143M 6.62% +506,613 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,867 shares; 2024Q4: 1,059,408 shares; 2025Q1: 1,233,190 shares; 2025Q2: 1,352,097 shares; 2025Q3: 2,054,869 shares; 2025Q4: 2,700,637 shares; 2026Q1: 3,247,685 shares 3,247,685 $137M 6.34% +547,048 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: 16,489 shares; 2024Q4: 13,689 shares; 2025Q1: 259,222 shares; 2025Q2: 559,179 shares; 2025Q3: 974,237 shares; 2025Q4: 1,355,176 shares; 2026Q1: 1,586,355 shares 1,586,355 $113M 5.22% +231,179 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,614 shares; 2025Q2: 981,440 shares; 2025Q3: 1,897,295 shares; 2025Q4: 2,744,210 shares; 2026Q1: 3,143,873 shares 3,143,873 $112M 5.19% +399,663 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: 1,469,146 shares; 2024Q4: 1,820,815 shares; 2025Q1: 2,078,756 shares; 2025Q2: 1,971,067 shares; 2025Q3: 2,739,217 shares; 2025Q4: 3,034,490 shares; 2026Q1: 3,229,392 shares 3,229,392 $109M 5.06% +194,902 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,012 shares; 2024Q4: 389,346 shares; 2025Q1: 530,007 shares; 2025Q2: 608,625 shares; 2025Q3: 955,780 shares; 2025Q4: 1,285,274 shares; 2026Q1: 1,514,370 shares 1,514,370 $76.8M 3.55% +229,096 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: 4,536 shares; 2024Q4: 9,771 shares; 2025Q1: 26,608 shares; 2025Q2: 46,037 shares; 2025Q3: 74,804 shares; 2025Q4: 98,538 shares; 2026Q1: 122,023 shares 122,023 $53.3M 2.46% +23,485 Timeline DFAR 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: 749,134 shares; 2024Q4: 970,364 shares; 2025Q1: 1,110,962 shares; 2025Q2: 1,054,361 shares; 2025Q3: 1,582,489 shares; 2025Q4: 1,909,269 shares; 2026Q1: 2,117,477 shares 2,117,477 $50.1M 2.32% +208,208 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,585 shares; 2024Q4: 14,593 shares; 2025Q1: 212,007 shares; 2025Q2: 439,088 shares; 2025Q3: 779,236 shares; 2025Q4: 1,094,980 shares; 2026Q1: 1,323,440 shares 1,323,440 $48.6M 2.25% +228,460 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: 467,443 shares; 2024Q4: 614,910 shares; 2025Q1: 658,210 shares; 2025Q2: 592,957 shares; 2025Q3: 780,394 shares; 2025Q4: 825,294 shares; 2026Q1: 872,659 shares 872,659 $46.1M 2.13% +47,365 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: 27,528 shares; 2024Q4: 41,973 shares; 2025Q1: 56,434 shares; 2025Q2: 55,155 shares; 2025Q3: 194,692 shares; 2025Q4: 276,812 shares; 2026Q1: 245,390 shares 245,390 $42.8M 1.98% -31,422 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: 54,126 shares; 2024Q4: 72,492 shares; 2025Q1: 78,358 shares; 2025Q2: 68,643 shares; 2025Q3: 94,729 shares; 2025Q4: 95,865 shares; 2026Q1: 119,196 shares 119,196 $38.2M 1.77% +23,331 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,079 shares; 2024Q4: 505,121 shares; 2025Q1: 608,357 shares; 2025Q2: 636,289 shares; 2025Q3: 893,588 shares; 2025Q4: 1,036,706 shares; 2026Q1: 1,118,643 shares 1,118,643 $37.7M 1.74% +81,937 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: 62,570 shares; 2024Q4: 75,023 shares; 2025Q1: 101,001 shares; 2025Q2: 103,964 shares; 2025Q3: 113,252 shares; 2025Q4: 131,129 shares; 2026Q1: 133,545 shares 133,545 $33.9M 1.57% +2,416 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151,367 shares; 2024Q4: 1,518,933 shares; 2025Q1: 1,360,879 shares; 2025Q2: 954,172 shares; 2025Q3: 1,005,619 shares; 2025Q4: 663,011 shares; 2026Q1: 573,822 shares 573,822 $27.8M 1.29% -89,189 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133,699 shares; 2024Q4: 1,474,428 shares; 2025Q1: 1,297,883 shares; 2025Q2: 782,502 shares; 2025Q3: 876,671 shares; 2025Q4: 617,486 shares; 2026Q1: 521,248 shares 521,248 $18.3M 0.84% -96,238 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806,952 shares; 2024Q4: 777,582 shares; 2025Q1: 744,697 shares; 2025Q2: 308,301 shares; 2025Q3: 511,049 shares; 2025Q4: 426,588 shares; 2026Q1: 439,940 shares 439,940 $17.1M 0.79% +13,352 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,165 shares; 2024Q4: 50,896 shares; 2025Q1: 113,231 shares; 2025Q2: 85,817 shares; 2025Q3: 109,288 shares; 2025Q4: 128,852 shares; 2026Q1: 185,616 shares 185,616 $13.7M 0.63% +56,764 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: 12,589 shares; 2024Q4: 16,009 shares; 2025Q1: 24,096 shares; 2025Q2: 25,057 shares; 2025Q3: 28,962 shares; 2025Q4: 30,791 shares; 2026Q1: 35,006 shares 35,006 $13M 0.6% +4,215 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,733 shares; 2024Q4: 178,556 shares; 2025Q1: 174,533 shares; 2025Q2: 164,721 shares; 2025Q3: 161,255 shares; 2025Q4: 155,937 shares; 2026Q1: 153,329 shares 153,329 $11.8M 0.55% -2,608 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: 7,051 shares; 2024Q4: 8,278 shares; 2025Q1: 11,433 shares; 2025Q2: 10,483 shares; 2025Q3: 15,793 shares; 2025Q4: 15,994 shares; 2026Q1: 16,776 shares 16,776 $10M 0.46% +782 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,956 shares; 2024Q4: 23,956 shares; 2025Q1: 58,953 shares; 2025Q2: 139,825 shares; 2025Q3: 148,243 shares; 2025Q4: 152,203 shares; 2026Q1: 219,760 shares 219,760 $9.92M 0.46% +67,557 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: 33,455 shares; 2024Q4: 37,749 shares; 2025Q1: 36,511 shares; 2025Q2: 35,891 shares; 2025Q3: 76,534 shares; 2025Q4: 97,303 shares; 2026Q1: 150,469 shares 150,469 $9.64M 0.45% +53,166 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: 4,564 shares; 2024Q4: 7,829 shares; 2025Q1: 5,449 shares; 2025Q2: 20,576 shares; 2025Q3: 21,279 shares; 2025Q4: 33,295 shares; 2026Q1: 30,982 shares 30,982 $9.59M 0.44% -2,313 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 45,460 shares; 2025Q1: 40,295 shares; 2025Q2: 29,832 shares; 2025Q3: 68,324 shares; 2025Q4: 83,960 shares; 2026Q1: 87,932 shares 87,932 $8.85M 0.41% +3,972 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: 7,434 shares; 2024Q4: 16,406 shares; 2025Q1: 24,652 shares; 2025Q2: 27,635 shares; 2025Q3: 28,096 shares; 2025Q4: 30,398 shares; 2026Q1: 29,227 shares 29,227 $8.4M 0.39% -1,171 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: 7,411 shares; 2024Q4: 9,873 shares; 2025Q1: 8,918 shares; 2025Q2: 8,143 shares; 2025Q3: 8,715 shares; 2025Q4: 21,510 shares; 2026Q1: 20,894 shares 20,894 $7.77M 0.36% -616 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: 17,902 shares; 2024Q4: 24,153 shares; 2025Q1: 30,973 shares; 2025Q2: 32,782 shares; 2025Q3: 34,250 shares; 2025Q4: 39,919 shares; 2026Q1: 37,144 shares 37,144 $7.74M 0.36% -2,775 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: 10,159 shares; 2024Q4: 16,354 shares; 2025Q1: 19,691 shares; 2025Q2: 17,906 shares; 2025Q3: 25,973 shares; 2025Q4: 43,627 shares; 2026Q1: 88,844 shares 88,844 $6.97M 0.32% +45,217 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: 4,777 shares; 2024Q4: 5,946 shares; 2025Q1: 7,683 shares; 2025Q2: 9,013 shares; 2025Q3: 15,641 shares; 2025Q4: 19,741 shares; 2026Q1: 25,834 shares 25,834 $6.77M 0.31% +6,093 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: 11,938 shares; 2024Q4: not reported; 2025Q1: 12,430 shares; 2025Q2: 12,815 shares; 2025Q3: 13,540 shares; 2025Q4: 13,371 shares; 2026Q1: 13,885 shares 13,885 $6.65M 0.31% +514 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: 10,313 shares; 2024Q4: 18,232 shares; 2025Q1: 21,278 shares; 2025Q2: 15,382 shares; 2025Q3: 20,896 shares; 2025Q4: 25,779 shares; 2026Q1: 33,431 shares 33,431 $6.56M 0.3% +7,652 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,486 shares; 2024Q4: 414,055 shares; 2025Q1: 380,846 shares; 2025Q2: 239,147 shares; 2025Q3: 258,988 shares; 2025Q4: 178,024 shares; 2026Q1: 146,649 shares 146,649 $5.25M 0.24% -31,375 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 5,237 shares; 2025Q1: 5,891 shares; 2025Q2: 6,170 shares; 2025Q3: 7,027 shares; 2025Q4: 10,196 shares; 2026Q1: 8,847 shares 8,847 $5.06M 0.23% -1,349 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: 30,445 shares; 2024Q4: 52,920 shares; 2025Q1: 56,583 shares; 2025Q2: 51,082 shares; 2025Q3: 60,124 shares; 2025Q4: 70,118 shares; 2026Q1: 90,779 shares 90,779 $4.91M 0.23% +20,661 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: 7,297 shares; 2024Q4: 8,461 shares; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 7,429 shares; 2025Q4: 8,214 shares; 2026Q1: 8,355 shares 8,355 $4.82M 0.22% +141 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,585 shares; 2025Q1: 32,203 shares; 2025Q2: 28,917 shares; 2025Q3: 34,932 shares; 2025Q4: 56,247 shares; 2026Q1: 114,109 shares 114,109 $4.69M 0.22% +57,862 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: 4,746 shares; 2024Q4: 10,044 shares; 2025Q1: 11,330 shares; 2025Q2: 11,391 shares; 2025Q3: 13,985 shares; 2025Q4: 14,090 shares; 2026Q1: 16,254 shares 16,254 $4.66M 0.22% +2,164 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,829 shares; 2025Q1: 3,539 shares; 2025Q2: 6,004 shares; 2025Q3: 22,916 shares; 2025Q4: 29,743 shares; 2026Q1: 35,327 shares 35,327 $3.76M 0.17% +5,584 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,958 shares; 2025Q1: 5,156 shares; 2025Q2: 7,377 shares; 2025Q3: 44,552 shares; 2025Q4: 64,152 shares; 2026Q1: 76,596 shares 76,596 $3.67M 0.17% +12,444 Timeline DFCA 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: 16,245 shares; 2024Q4: 19,255 shares; 2025Q1: 25,538 shares; 2025Q2: 33,291 shares; 2025Q3: 52,358 shares; 2025Q4: 54,171 shares; 2026Q1: 72,217 shares 72,217 $3.6M 0.17% +18,046 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,002 shares; 2025Q1: 8,482 shares; 2025Q2: 12,418 shares; 2025Q3: 22,085 shares; 2025Q4: 25,351 shares; 2026Q1: 35,913 shares 35,913 $3.56M 0.16% +10,562 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: 1,640 shares; 2024Q4: 1,974 shares; 2025Q1: 1,701 shares; 2025Q2: 3,114 shares; 2025Q3: 3,582 shares; 2025Q4: 3,209 shares; 2026Q1: 4,963 shares 4,963 $3.52M 0.16% +1,754 Timeline VUSB 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: 6,725 shares; 2024Q4: 13,982 shares; 2025Q1: 20,373 shares; 2025Q2: 20,050 shares; 2025Q3: 32,645 shares; 2025Q4: 41,183 shares; 2026Q1: 66,733 shares 66,733 $3.32M 0.15% +25,550 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,091 shares; 2024Q4: 58,871 shares; 2025Q1: 59,864 shares; 2025Q2: 14,865 shares; 2025Q3: 73,241 shares; 2025Q4: 73,217 shares; 2026Q1: 91,374 shares 91,374 $3.25M 0.15% +18,157 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: 1,670 shares; 2024Q4: 2,260 shares; 2025Q1: 13,521 shares; 2025Q2: 14,778 shares; 2025Q3: 12,133 shares; 2025Q4: 11,686 shares; 2026Q1: 9,735 shares 9,735 $3.2M 0.15% -1,951 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: 1,133 shares; 2024Q4: 1,868 shares; 2025Q1: 1,731 shares; 2025Q2: 1,810 shares; 2025Q3: 2,166 shares; 2025Q4: 3,532 shares; 2026Q1: 4,481 shares 4,481 $2.91M 0.13% +949 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,449 shares; 2024Q4: 19,612 shares; 2025Q1: 15,362 shares; 2025Q2: 9,761 shares; 2025Q3: 16,456 shares; 2025Q4: 21,316 shares; 2026Q1: 31,055 shares 31,055 $2.75M 0.13% +9,739 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,573 shares; 2024Q4: 30,966 shares; 2025Q1: 32,365 shares; 2025Q2: 14,549 shares; 2025Q3: 40,624 shares; 2025Q4: 41,639 shares; 2026Q1: 73,833 shares 73,833 $2.55M 0.12% +32,194 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,132 shares; 2024Q4: 13,960 shares; 2025Q1: 13,781 shares; 2025Q2: 13,596 shares; 2025Q3: 14,404 shares; 2025Q4: 5,308 shares; 2026Q1: 10,616 shares 10,616 $2.52M 0.12% +5,308 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: 2,592 shares; 2024Q4: 40,059 shares; 2025Q1: 53,026 shares; 2025Q2: 49,405 shares; 2025Q3: 71,056 shares; 2025Q4: 59,602 shares; 2026Q1: 81,924 shares 81,924 $2.51M 0.12% +22,322 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: 3,111 shares; 2024Q4: 5,579 shares; 2025Q1: 6,493 shares; 2025Q2: 7,614 shares; 2025Q3: 13,195 shares; 2025Q4: 13,840 shares; 2026Q1: 16,492 shares 16,492 $2.43M 0.11% +2,652 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,493 shares; 2025Q1: 1,659 shares; 2025Q2: 1,677 shares; 2025Q3: 2,154 shares; 2025Q4: 2,092 shares; 2026Q1: 2,380 shares 2,380 $2.37M 0.11% +288 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,787 shares; 2025Q1: 1,970 shares; 2025Q2: 2,096 shares; 2025Q3: 2,561 shares; 2025Q4: 27,708 shares; 2026Q1: 24,385 shares 24,385 $2.34M 0.11% -3,323 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,133 shares; 2025Q1: 4,666 shares; 2025Q2: 6,400 shares; 2025Q3: 6,682 shares; 2025Q4: 22,563 shares; 2026Q1: 15,823 shares 15,823 $2.31M 0.11% -6,740 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: 9,239 shares; 2024Q4: 9,892 shares; 2025Q1: 9,755 shares; 2025Q2: 9,793 shares; 2025Q3: 11,085 shares; 2025Q4: 11,309 shares; 2026Q1: 11,412 shares 11,412 $2.19M 0.1% +103 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: 1,493 shares; 2024Q4: 2,977 shares; 2025Q1: 2,978 shares; 2025Q2: 4,519 shares; 2025Q3: 6,589 shares; 2025Q4: 6,752 shares; 2026Q1: 7,439 shares 7,439 $2.19M 0.1% +687 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: 1,491 shares; 2024Q4: 1,529 shares; 2025Q1: 1,998 shares; 2025Q2: 2,134 shares; 2025Q3: 2,146 shares; 2025Q4: 2,616 shares; 2026Q1: 3,345 shares 3,345 $2.19M 0.1% +729 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: 2,820 shares; 2024Q4: 8,972 shares; 2025Q1: 7,674 shares; 2025Q2: 10,752 shares; 2025Q3: 9,749 shares; 2025Q4: 10,416 shares; 2026Q1: 8,648 shares 8,648 $2.11M 0.1% -1,768 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,764 shares; 2024Q4: 11,248 shares; 2025Q1: 22,826 shares; 2025Q2: 28,361 shares; 2025Q3: 30,187 shares; 2025Q4: 27,464 shares; 2026Q1: 33,339 shares 33,339 $2.08M 0.1% +5,875 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: 1,854 shares; 2024Q4: 9,530 shares; 2025Q1: 9,530 shares; 2025Q2: 8,414 shares; 2025Q3: 9,545 shares; 2025Q4: 9,668 shares; 2026Q1: 9,844 shares 9,844 $2.03M 0.09% +176 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,549 shares; 2025Q2: 9,245 shares; 2025Q3: 29,107 shares; 2025Q4: 39,096 shares; 2026Q1: 39,321 shares 39,321 $2M 0.09% +225 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: 3,509 shares; 2024Q4: 3,630 shares; 2025Q1: 2,957 shares; 2025Q2: 2,994 shares; 2025Q3: 2,924 shares; 2025Q4: 2,720 shares; 2026Q1: 4,313 shares 4,313 $1.99M 0.09% +1,593 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,973 shares; 2024Q4: 26,966 shares; 2025Q1: 24,742 shares; 2025Q2: 22,860 shares; 2025Q3: 25,073 shares; 2025Q4: 23,797 shares; 2026Q1: 25,360 shares 25,360 $1.94M 0.09% +1,563 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: 5,967 shares; 2024Q4: 7,832 shares; 2025Q1: 7,592 shares; 2025Q2: 8,358 shares; 2025Q3: 9,070 shares; 2025Q4: 10,568 shares; 2026Q1: 11,278 shares 11,278 $1.91M 0.09% +710 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,534 shares; 2025Q1: 2,747 shares; 2025Q2: 2,309 shares; 2025Q3: 6,022 shares; 2025Q4: 7,914 shares; 2026Q1: 12,064 shares 12,064 $1.8M 0.08% +4,150 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 5,752 shares; 2025Q1: 4,921 shares; 2025Q2: 3,011 shares; 2025Q3: 5,403 shares; 2025Q4: 7,832 shares; 2026Q1: 12,248 shares 12,248 $1.79M 0.08% +4,416 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 reported; 2024Q4: 11,206 shares; 2025Q1: 10,678 shares; 2025Q2: 22,026 shares; 2025Q3: 12,531 shares; 2025Q4: 11,657 shares; 2026Q1: 11,606 shares 11,606 $1.72M 0.08% -51 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,714 shares; 2025Q1: 8,323 shares; 2025Q2: 9,498 shares; 2025Q3: 10,172 shares; 2025Q4: 11,268 shares; 2026Q1: 23,136 shares 23,136 $1.61M 0.07% +11,868 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: 2,779 shares; 2024Q4: 4,969 shares; 2025Q1: 4,952 shares; 2025Q2: 4,247 shares; 2025Q3: 3,794 shares; 2025Q4: 7,810 shares; 2026Q1: 7,834 shares 7,834 $1.59M 0.07% +24 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 reported; 2024Q4: 4,051 shares; 2025Q1: 5,701 shares; 2025Q2: 10,460 shares; 2025Q3: 10,405 shares; 2025Q4: 9,470 shares; 2026Q1: 12,784 shares 12,784 $1.59M 0.07% +3,314 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,875 shares; 2024Q4: 16,676 shares; 2025Q1: 16,757 shares; 2025Q2: 16,137 shares; 2025Q3: 20,343 shares; 2025Q4: 20,941 shares; 2026Q1: 19,917 shares 19,917 $1.57M 0.07% -1,024 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: 2,566 shares; 2024Q4: 3,590 shares; 2025Q1: 3,042 shares; 2025Q2: 3,425 shares; 2025Q3: 2,986 shares; 2025Q4: 5,486 shares; 2026Q1: 7,302 shares 7,302 $1.57M 0.07% +1,816 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 5,709 shares; 2025Q1: not reported; 2025Q2: 6,308 shares; 2025Q3: 8,026 shares; 2025Q4: 7,555 shares; 2026Q1: 8,103 shares 8,103 $1.56M 0.07% +548 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,425 shares; 2025Q1: 2,388 shares; 2025Q2: 3,019 shares; 2025Q3: 2,816 shares; 2025Q4: 2,953 shares; 2026Q1: 1,649 shares 1,649 $1.52M 0.07% -1,304 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 6,380 shares; 2025Q1: 6,568 shares; 2025Q2: 7,648 shares; 2025Q3: 8,701 shares; 2025Q4: 7,554 shares; 2026Q1: 7,257 shares 7,257 $1.5M 0.07% -297 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 2,886 shares; 2026Q1: 4,475 shares 4,475 $1.47M 0.07% +1,589 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,308 shares; 2025Q1: 7,471 shares; 2025Q2: 7,836 shares; 2025Q3: 7,671 shares; 2025Q4: 7,737 shares; 2026Q1: 6,876 shares 6,876 $1.47M 0.07% -861 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: 1,796 shares; 2024Q4: 2,550 shares; 2025Q1: 2,499 shares; 2025Q2: 3,695 shares; 2025Q3: 4,714 shares; 2025Q4: 6,094 shares; 2026Q1: 6,474 shares 6,474 $1.41M 0.07% +380 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: 8,063 shares; 2024Q4: 9,278 shares; 2025Q1: 9,818 shares; 2025Q2: 10,935 shares; 2025Q3: 11,434 shares; 2025Q4: 12,223 shares; 2026Q1: 11,329 shares 11,329 $1.36M 0.06% -894 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,549 shares; 2025Q3: 4,745 shares; 2025Q4: 7,700 shares; 2026Q1: 13,875 shares 13,875 $1.31M 0.06% +6,175 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: 6,830 shares; 2024Q4: 30,366 shares; 2025Q1: 33,445 shares; 2025Q2: 23,369 shares; 2025Q3: 28,150 shares; 2025Q4: 38,243 shares; 2026Q1: 49,322 shares 49,322 $1.26M 0.06% +11,079 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 813 shares; 2025Q4: 1,062 shares; 2026Q1: 3,076 shares 3,076 $1.25M 0.06% +2,014 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,016 shares; 2024Q4: 26,603 shares; 2025Q1: 23,007 shares; 2025Q2: 21,051 shares; 2025Q3: 24,289 shares; 2025Q4: 17,950 shares; 2026Q1: 17,791 shares 17,791 $1.21M 0.06% -159 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,620 shares; 2025Q2: 10,710 shares; 2025Q3: 11,571 shares; 2025Q4: 17,386 shares; 2026Q1: 28,590 shares 28,590 $1.21M 0.06% +11,204 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 711 shares; 2025Q1: 732 shares; 2025Q2: 751 shares; 2025Q3: 786 shares; 2025Q4: 796 shares; 2026Q1: 822 shares 822 $1.21M 0.06% +26 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,888 shares; 2025Q1: 16,230 shares; 2025Q2: 19,831 shares; 2025Q3: 35,430 shares; 2025Q4: 49,006 shares; 2026Q1: 48,776 shares 48,776 $1.21M 0.06% -230 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,532 shares; 2024Q4: 30,401 shares; 2025Q1: 31,588 shares; 2025Q2: 30,339 shares; 2025Q3: 32,309 shares; 2025Q4: 31,678 shares; 2026Q1: 31,633 shares 31,633 $1.2M 0.06% -45 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: 1,126 shares; 2024Q4: 1,632 shares; 2025Q1: 1,777 shares; 2025Q2: 1,964 shares; 2025Q3: 3,076 shares; 2025Q4: 3,341 shares; 2026Q1: 4,814 shares 4,814 $1.19M 0.06% +1,473 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 3,508 shares; 2026Q1: 3,508 shares 3,508 $1.19M 0.05% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 20,113 shares; 2025Q1: 21,970 shares; 2025Q2: 19,343 shares; 2025Q3: 20,543 shares; 2025Q4: 20,159 shares; 2026Q1: 20,313 shares 20,313 $1.15M 0.05% +154 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: 813 shares; 2024Q4: 1,127 shares; 2025Q1: 1,227 shares; 2025Q2: 1,924 shares; 2025Q3: 2,017 shares; 2025Q4: 2,183 shares; 2026Q1: 2,284 shares 2,284 $1.14M 0.05% +101 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,228 shares; 2024Q4: 13,272 shares; 2025Q1: 17,570 shares; 2025Q2: 26,622 shares; 2025Q3: 28,137 shares; 2025Q4: 21,612 shares; 2026Q1: 22,354 shares 22,354 $1.12M 0.05% +742 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 reported; 2024Q4: 1,848 shares; 2025Q1: 2,377 shares; 2025Q2: 2,594 shares; 2025Q3: 3,988 shares; 2025Q4: 3,951 shares; 2026Q1: 3,875 shares 3,875 $1.11M 0.05% -76 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: 12,387 shares; 2024Q4: 15,789 shares; 2025Q1: 16,213 shares; 2025Q2: 9,790 shares; 2025Q3: 16,361 shares; 2025Q4: 15,148 shares; 2026Q1: 14,735 shares 14,735 $1.11M 0.05% -413 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: 1,625 shares; 2024Q4: 2,748 shares; 2025Q1: 2,946 shares; 2025Q2: 3,958 shares; 2025Q3: 4,266 shares; 2025Q4: 4,135 shares; 2026Q1: 3,631 shares 3,631 $1.1M 0.05% -504 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 5,449 shares; 2025Q1: 8,783 shares; 2025Q2: 7,684 shares; 2025Q3: 8,911 shares; 2025Q4: 7,687 shares; 2026Q1: 12,019 shares 12,019 $1.09M 0.05% +4,332 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,735 shares; 2025Q1: 8,275 shares; 2025Q2: 9,308 shares; 2025Q3: 9,308 shares; 2025Q4: 9,308 shares; 2026Q1: 9,308 shares 9,308 $1.08M 0.05% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,712 shares; 2025Q4: 29,783 shares; 2026Q1: 40,526 shares 40,526 $1.08M 0.05% +10,743 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: 3,759 shares; 2024Q4: 3,558 shares; 2025Q1: 3,703 shares; 2025Q2: 2,311 shares; 2025Q3: 3,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,927 shares 4,927 $1.05M 0.05% +252 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 10,312 shares; 2025Q1: 10,308 shares; 2025Q2: 4,626 shares; 2025Q3: 9,372 shares; 2025Q4: 9,298 shares; 2026Q1: 20,440 shares 20,440 $1.02M 0.05% +11,142 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,227 shares; 2024Q4: 39,297 shares; 2025Q1: 39,128 shares; 2025Q2: 36,937 shares; 2025Q3: 39,411 shares; 2025Q4: 28,176 shares; 2026Q1: 25,608 shares 25,608 $1.01M 0.05% -2,568 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,450 shares; 2025Q1: 1,382 shares; 2025Q2: 1,600 shares; 2025Q3: 1,967 shares; 2025Q4: 3,514 shares; 2026Q1: 2,945 shares 2,945 $1.01M 0.05% -569 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 reported; 2024Q4: 6,599 shares; 2025Q1: 5,119 shares; 2025Q2: 5,510 shares; 2025Q3: 7,157 shares; 2025Q4: 6,781 shares; 2026Q1: 8,089 shares 8,089 $1.01M 0.05% +1,308 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: 9,781 shares; 2024Q4: 14,392 shares; 2025Q1: 10,712 shares; 2025Q2: 11,151 shares; 2025Q3: 13,193 shares; 2025Q4: 15,821 shares; 2026Q1: 14,716 shares 14,716 $994K 0.05% -1,105 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: 9,648 shares; 2024Q4: 10,028 shares; 2025Q1: 9,784 shares; 2025Q2: 9,648 shares; 2025Q3: 9,648 shares; 2025Q4: 9,647 shares; 2026Q1: 9,799 shares 9,799 $948K 0.04% +152 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,902 shares; 2025Q3: 5,785 shares; 2025Q4: 8,884 shares; 2026Q1: 18,087 shares 18,087 $936K 0.04% +9,203 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: 3,340 shares; 2024Q4: 2,592 shares; 2025Q1: 2,708 shares; 2025Q2: 4,010 shares; 2025Q3: 4,891 shares; 2025Q4: 5,157 shares; 2026Q1: 6,381 shares 6,381 $922K 0.04% +1,224 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 2,930 shares; 2025Q4: 3,036 shares; 2026Q1: 3,010 shares 3,010 $899K 0.04% -26 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: 18,318 shares 18,318 $874K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: 3,507 shares; 2025Q2: 3,652 shares; 2025Q3: 4,797 shares; 2025Q4: 12,188 shares; 2026Q1: 7,091 shares 7,091 $871K 0.04% -5,097 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 reported; 2024Q4: not reported; 2025Q1: 9,702 shares; 2025Q2: 9,759 shares; 2025Q3: 12,709 shares; 2025Q4: 18,438 shares; 2026Q1: 28,922 shares 28,922 $841K 0.04% +10,484 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,963 shares; 2025Q3: 20,635 shares; 2025Q4: 19,029 shares; 2026Q1: 28,212 shares 28,212 $822K 0.04% +9,183 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,554 shares; 2025Q1: not reported; 2025Q2: 3,616 shares; 2025Q3: 11,733 shares; 2025Q4: 13,505 shares; 2026Q1: 11,632 shares 11,632 $816K 0.04% -1,873 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 reported; 2024Q4: 10,103 shares; 2025Q1: 10,870 shares; 2025Q2: 9,779 shares; 2025Q3: 10,762 shares; 2025Q4: 9,881 shares; 2026Q1: 9,881 shares 9,881 $816K 0.04% 0 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: 1,554 shares; 2024Q4: 1,280 shares; 2025Q1: 1,580 shares; 2025Q2: 816 shares; 2025Q3: 1,286 shares; 2025Q4: 1,827 shares; 2026Q1: 1,913 shares 1,913 $816K 0.04% +86 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 reported; 2024Q4: 465 shares; 2025Q1: not reported; 2025Q2: 629 shares; 2025Q3: 745 shares; 2025Q4: 901 shares; 2026Q1: 908 shares 908 $768K 0.04% +7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 514 shares; 2025Q4: 645 shares; 2026Q1: 872 shares 872 $761K 0.04% +227 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,004 shares; 2025Q1: 3,950 shares; 2025Q2: 4,116 shares; 2025Q3: 4,017 shares; 2025Q4: 4,152 shares; 2026Q1: 4,161 shares 4,161 $755K 0.03% +9 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 1,861 shares; 2025Q3: 2,203 shares; 2025Q4: 3,047 shares; 2026Q1: 2,628 shares 2,628 $746K 0.03% -419 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 reported; 2024Q4: 734 shares; 2025Q1: 812 shares; 2025Q2: 1,331 shares; 2025Q3: 2,023 shares; 2025Q4: 2,021 shares; 2026Q1: 2,465 shares 2,465 $746K 0.03% +444 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: 4,715 shares; 2024Q4: 5,617 shares; 2025Q1: 5,871 shares; 2025Q2: 7,699 shares; 2025Q3: 8,582 shares; 2025Q4: 9,185 shares; 2026Q1: 9,795 shares 9,795 $745K 0.03% +610 Timeline BCBP BCB BANCORP INC More: the full row for BCB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 50,000 shares; 2025Q2: 71,500 shares; 2025Q3: 71,500 shares; 2025Q4: 82,000 shares; 2026Q1: 82,571 shares 82,571 $741K 0.03% +571 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: 5,101 shares; 2024Q4: 7,639 shares; 2025Q1: 7,254 shares; 2025Q2: 11,687 shares; 2025Q3: 12,345 shares; 2025Q4: 12,585 shares; 2026Q1: 15,051 shares 15,051 $734K 0.03% +2,466 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 940 shares; 2026Q1: 7,243 shares 7,243 $723K 0.03% +6,303 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $718K 0.03% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,257 shares; 2024Q4: 7,447 shares; 2025Q1: 7,389 shares; 2025Q2: 6,620 shares; 2025Q3: 7,133 shares; 2025Q4: 6,125 shares; 2026Q1: 5,926 shares 5,926 $707K 0.03% -199 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,890 shares; 2026Q1: 51,890 shares 51,890 $692K 0.03% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,191 shares; 2025Q1: 2,200 shares; 2025Q2: 2,249 shares; 2025Q3: 2,285 shares; 2025Q4: 2,318 shares; 2026Q1: 2,279 shares 2,279 $686K 0.03% -39 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,665 shares; 2025Q4: 2,208 shares; 2026Q1: 3,541 shares 3,541 $679K 0.03% +1,333 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 reported; 2024Q4: 5,166 shares; 2025Q1: 5,443 shares; 2025Q2: 6,293 shares; 2025Q3: 7,612 shares; 2025Q4: 7,606 shares; 2026Q1: 8,740 shares 8,740 $678K 0.03% +1,134 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,335 shares; 2025Q1: 2,589 shares; 2025Q2: 3,286 shares; 2025Q3: 2,625 shares; 2025Q4: 3,062 shares; 2026Q1: 3,542 shares 3,542 $661K 0.03% +480 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: 1,108 shares; 2024Q4: 2,426 shares; 2025Q1: 1,706 shares; 2025Q2: 2,404 shares; 2025Q3: 2,792 shares; 2025Q4: 5,447 shares; 2026Q1: 4,902 shares 4,902 $652K 0.03% -545 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,199 shares; 2025Q3: 5,567 shares; 2025Q4: 10,998 shares; 2026Q1: 13,231 shares 13,231 $647K 0.03% +2,233 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 6,708 shares; 2026Q1: 6,606 shares 6,606 $647K 0.03% -102 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 reported; 2024Q4: 1,116 shares; 2025Q1: 1,141 shares; 2025Q2: 1,511 shares; 2025Q3: 2,067 shares; 2025Q4: 2,025 shares; 2026Q1: 2,666 shares 2,666 $646K 0.03% +641 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares; 2025Q4: 6,844 shares; 2026Q1: 6,816 shares 6,816 $645K 0.03% -28 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,924 shares 8,924 $643K 0.03% new 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 reported; 2024Q4: 1,678 shares; 2025Q1: 1,657 shares; 2025Q2: 1,744 shares; 2025Q3: 2,811 shares; 2025Q4: 2,809 shares; 2026Q1: 3,976 shares 3,976 $635K 0.03% +1,167 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 reported; 2024Q4: 1,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,786 shares; 2025Q4: 3,444 shares; 2026Q1: 3,404 shares 3,404 $627K 0.03% -40 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,219 shares; 2025Q1: 1,156 shares; 2025Q2: 1,343 shares; 2025Q3: 1,326 shares; 2025Q4: 1,268 shares; 2026Q1: 1,263 shares 1,263 $612K 0.03% -5 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,721 shares; 2025Q1: 13,721 shares; 2025Q2: 13,721 shares; 2025Q3: 14,121 shares; 2025Q4: 13,945 shares; 2026Q1: 14,458 shares 14,458 $612K 0.03% +513 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,086 shares; 2025Q4: 3,012 shares; 2026Q1: 6,920 shares 6,920 $610K 0.03% +3,908 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,366 shares; 2025Q3: 3,150 shares; 2025Q4: 3,166 shares; 2026Q1: 3,678 shares 3,678 $608K 0.03% +512 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 34,694 shares; 2025Q1: 35,998 shares; 2025Q2: 17,772 shares; 2025Q3: 27,304 shares; 2025Q4: 24,407 shares; 2026Q1: 24,183 shares 24,183 $607K 0.03% -224 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 reported; 2024Q4: 1,087 shares; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,643 shares; 2025Q4: 1,989 shares; 2026Q1: 1,796 shares 1,796 $607K 0.03% -193 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 6,994 shares; 2026Q1: 5,962 shares 5,962 $605K 0.03% -1,032 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares; 2025Q4: 485 shares; 2026Q1: 1,615 shares 1,615 $599K 0.03% +1,130 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,380 shares; 2024Q4: 17,380 shares; 2025Q1: 15,774 shares; 2025Q2: 14,370 shares; 2025Q3: 11,807 shares; 2025Q4: 11,807 shares; 2026Q1: 11,807 shares 11,807 $594K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 2,835 shares; 2025Q1: 2,253 shares; 2025Q2: 1,912 shares; 2025Q3: 2,337 shares; 2025Q4: 2,039 shares; 2026Q1: 4,123 shares 4,123 $587K 0.03% +2,084 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,739 shares; 2025Q2: not reported; 2025Q3: 4,285 shares; 2025Q4: 6,973 shares; 2026Q1: 12,951 shares 12,951 $549K 0.03% +5,978 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: 651 shares; 2024Q4: 769 shares; 2025Q1: 897 shares; 2025Q2: 1,098 shares; 2025Q3: 1,205 shares; 2025Q4: 1,433 shares; 2026Q1: 1,491 shares 1,491 $525K 0.02% +58 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: 7,296 shares; 2024Q4: 5,411 shares; 2025Q1: 5,685 shares; 2025Q2: not reported; 2025Q3: 8,191 shares; 2025Q4: 7,898 shares; 2026Q1: 6,638 shares 6,638 $522K 0.02% -1,260 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 1,415 shares; 2026Q1: 2,859 shares 2,859 $521K 0.02% +1,444 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 713 shares; 2025Q2: 913 shares; 2025Q3: 1,252 shares; 2025Q4: 1,318 shares; 2026Q1: 1,195 shares 1,195 $514K 0.02% -123 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,231 shares; 2025Q3: 4,440 shares; 2025Q4: 5,011 shares; 2026Q1: 4,522 shares 4,522 $513K 0.02% -489 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 4,437 shares; 2025Q1: 3,591 shares; 2025Q2: 3,357 shares; 2025Q3: 3,107 shares; 2025Q4: 4,657 shares; 2026Q1: 4,251 shares 4,251 $504K 0.02% -406 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,415 shares; 2025Q3: 2,416 shares; 2025Q4: 2,294 shares; 2026Q1: 2,472 shares 2,472 $504K 0.02% +178 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 861 shares; 2025Q4: 880 shares; 2026Q1: 884 shares 884 $498K 0.02% +4 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,239 shares; 2025Q1: 4,272 shares; 2025Q2: 5,572 shares; 2025Q3: 5,572 shares; 2025Q4: 5,588 shares; 2026Q1: 5,588 shares 5,588 $495K 0.02% 0 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 reported; 2024Q4: 7,774 shares; 2025Q1: 8,846 shares; 2025Q2: 13,594 shares; 2025Q3: 11,805 shares; 2025Q4: 8,293 shares; 2026Q1: 9,836 shares 9,836 $494K 0.02% +1,543 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: 784 shares; 2024Q4: 831 shares; 2025Q1: 913 shares; 2025Q2: 1,044 shares; 2025Q3: 1,100 shares; 2025Q4: 1,102 shares; 2026Q1: 1,053 shares 1,053 $488K 0.02% -49 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 reported; 2024Q4: 516 shares; 2025Q1: 541 shares; 2025Q2: 551 shares; 2025Q3: 657 shares; 2025Q4: 680 shares; 2026Q1: 793 shares 793 $479K 0.02% +113 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,184 shares; 2026Q1: 1,768 shares 1,768 $478K 0.02% +584 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 reported; 2024Q4: 790 shares; 2025Q1: 801 shares; 2025Q2: 1,510 shares; 2025Q3: 1,458 shares; 2025Q4: 936 shares; 2026Q1: 1,535 shares 1,535 $477K 0.02% +599 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,253 shares; 2025Q1: 3,198 shares; 2025Q2: 4,412 shares; 2025Q3: 5,626 shares; 2025Q4: 6,300 shares; 2026Q1: 5,978 shares 5,978 $476K 0.02% -322 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 reported; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 416 shares; 2025Q3: 405 shares; 2025Q4: 446 shares; 2026Q1: 360 shares 360 $475K 0.02% -86 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 reported; 2024Q4: 2,018 shares; 2025Q1: 2,259 shares; 2025Q2: 3,554 shares; 2025Q3: 4,724 shares; 2025Q4: 4,233 shares; 2026Q1: 4,616 shares 4,616 $474K 0.02% +383 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,989 shares; 2025Q1: 6,989 shares; 2025Q2: 6,686 shares; 2025Q3: 6,261 shares; 2025Q4: 6,261 shares; 2026Q1: 6,423 shares 6,423 $474K 0.02% +162 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,728 shares; 2025Q3: 10,534 shares; 2025Q4: 13,675 shares; 2026Q1: 12,351 shares 12,351 $473K 0.02% -1,324 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: 2,090 shares; 2024Q4: 6,614 shares; 2025Q1: 6,613 shares; 2025Q2: 4,085 shares; 2025Q3: 2,443 shares; 2025Q4: 2,178 shares; 2026Q1: 2,159 shares 2,159 $469K 0.02% -19 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 12,806 shares; 2025Q2: not reported; 2025Q3: 6,338 shares; 2025Q4: 15,775 shares; 2026Q1: 14,385 shares 14,385 $467K 0.02% -1,390 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 239 shares; 2026Q1: 4,217 shares 4,217 $466K 0.02% +3,978 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 386 shares; 2025Q1: 496 shares; 2025Q2: 927 shares; 2025Q3: 644 shares; 2025Q4: 641 shares; 2026Q1: 667 shares 667 $465K 0.02% +26 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: 4,193 shares; 2026Q1: 6,215 shares 6,215 $463K 0.02% +2,022 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,346 shares; 2025Q1: 5,463 shares; 2025Q2: 2,935 shares; 2025Q3: 2,829 shares; 2025Q4: 3,492 shares; 2026Q1: 4,869 shares 4,869 $458K 0.02% +1,377 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 reported; 2024Q4: 2,969 shares; 2025Q1: 3,767 shares; 2025Q2: 3,880 shares; 2025Q3: 3,029 shares; 2025Q4: 2,836 shares; 2026Q1: 2,917 shares 2,917 $453K 0.02% +81 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,384 shares; 2025Q4: 16,187 shares; 2026Q1: 11,583 shares 11,583 $453K 0.02% -4,604 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: 790 shares; 2026Q1: 3,962 shares 3,962 $448K 0.02% +3,172 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 reported; 2024Q4: 1,962 shares; 2025Q1: 3,064 shares; 2025Q2: 3,235 shares; 2025Q3: 4,527 shares; 2025Q4: 3,948 shares; 2026Q1: 4,645 shares 4,645 $448K 0.02% +697 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,300 shares; 2025Q3: 5,281 shares; 2025Q4: 3,023 shares; 2026Q1: 7,379 shares 7,379 $448K 0.02% +4,356 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: 1,518 shares; 2024Q4: 1,640 shares; 2025Q1: 1,430 shares; 2025Q2: 1,693 shares; 2025Q3: 1,618 shares; 2025Q4: 1,617 shares; 2026Q1: 1,652 shares 1,652 $447K 0.02% +35 Timeline DFIP 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: 47,905 shares; 2024Q4: 30,665 shares; 2025Q1: 27,670 shares; 2025Q2: 10,989 shares; 2025Q3: 14,683 shares; 2025Q4: 11,760 shares; 2026Q1: 10,711 shares 10,711 $447K 0.02% -1,049 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 reported; 2024Q4: 1,058 shares; 2025Q1: 1,036 shares; 2025Q2: 982 shares; 2025Q3: 1,595 shares; 2025Q4: 1,342 shares; 2026Q1: 1,975 shares 1,975 $446K 0.02% +633 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 2,774 shares; 2025Q4: 3,057 shares; 2026Q1: 2,708 shares 2,708 $446K 0.02% -349 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,309 shares; 2025Q2: 1,905 shares; 2025Q3: 2,173 shares; 2025Q4: 2,148 shares; 2026Q1: 2,096 shares 2,096 $436K 0.02% -52 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 438 shares; 2025Q2: 550 shares; 2025Q3: 553 shares; 2025Q4: 555 shares; 2026Q1: 449 shares 449 $432K 0.02% -106 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 2,507 shares; 2025Q4: 2,591 shares; 2026Q1: 1,616 shares 1,616 $430K 0.02% -975 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,498 shares; 2025Q4: 8,998 shares; 2026Q1: 8,998 shares 8,998 $428K 0.02% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,307 shares; 2025Q3: 7,984 shares; 2025Q4: 11,060 shares; 2026Q1: 10,048 shares 10,048 $427K 0.02% -1,012 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 6,141 shares; 2026Q1: 6,453 shares 6,453 $426K 0.02% +312 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,412 shares; 2025Q1: 12,430 shares; 2025Q2: 12,517 shares; 2025Q3: 12,558 shares; 2025Q4: 12,562 shares; 2026Q1: 12,493 shares 12,493 $424K 0.02% -69 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 4,053 shares; 2026Q1: 3,861 shares 3,861 $424K 0.02% -192 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,285 shares; 2025Q1: 16,285 shares; 2025Q2: 16,285 shares; 2025Q3: 16,285 shares; 2025Q4: 16,285 shares; 2026Q1: 16,285 shares 16,285 $415K 0.02% 0 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: 3,320 shares; 2024Q4: 8,652 shares; 2025Q1: 3,947 shares; 2025Q2: not reported; 2025Q3: 1,479 shares; 2025Q4: 214 shares; 2026Q1: 3,872 shares 3,872 $411K 0.02% +3,658 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 101 shares; 2026Q1: 296 shares 296 $408K 0.02% +195 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,535 shares 1,535 $390K 0.02% -96 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 89 shares; 2026Q1: 92 shares 92 $388K 0.02% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,534 shares; 2025Q1: 5,057 shares; 2025Q2: 5,419 shares; 2025Q3: 5,450 shares; 2025Q4: 5,610 shares; 2026Q1: 5,401 shares 5,401 $388K 0.02% -209 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: 1,838 shares; 2024Q4: 2,490 shares; 2025Q1: 2,747 shares; 2025Q2: 2,895 shares; 2025Q3: 3,288 shares; 2025Q4: 3,539 shares; 2026Q1: 3,010 shares 3,010 $388K 0.02% -529 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 8,385 shares; 2025Q1: 6,976 shares; 2025Q2: not reported; 2025Q3: 5,487 shares; 2025Q4: 5,569 shares; 2026Q1: 9,289 shares 9,289 $387K 0.02% +3,720 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 5,290 shares; 2025Q1: 5,290 shares; 2025Q2: 4,095 shares; 2025Q3: 5,372 shares; 2025Q4: 5,286 shares; 2026Q1: 5,663 shares 5,663 $386K 0.02% +377 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: 5,476 shares; 2024Q4: 7,753 shares; 2025Q1: 10,233 shares; 2025Q2: 10,095 shares; 2025Q3: 13,782 shares; 2025Q4: 13,112 shares; 2026Q1: 13,440 shares 13,440 $386K 0.02% +328 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558 shares; 2025Q4: 507 shares; 2026Q1: 1,075 shares 1,075 $384K 0.02% +568 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 514 shares; 2025Q4: 435 shares; 2026Q1: 771 shares 771 $382K 0.02% +336 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 2,249 shares; 2025Q4: 2,338 shares; 2026Q1: 2,094 shares 2,094 $382K 0.02% -244 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 84 shares; 2026Q1: 11,829 shares 11,829 $381K 0.02% +11,745 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 897 shares; 2025Q4: 402 shares; 2026Q1: 1,148 shares 1,148 $374K 0.02% +746 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 972 shares; 2026Q1: 1,276 shares 1,276 $372K 0.02% +304 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 reported; 2024Q4: 9,870 shares; 2025Q1: 10,281 shares; 2025Q2: 15,490 shares; 2025Q3: 12,000 shares; 2025Q4: 11,159 shares; 2026Q1: 12,809 shares 12,809 $371K 0.02% +1,650 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 129 shares; 2026Q1: 544 shares 544 $371K 0.02% +415 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 reported; 2024Q4: 1,494 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 990 shares; 2026Q1: 1,953 shares 1,953 $370K 0.02% +963 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,817 shares; 2025Q3: 3,817 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares 3,845 $369K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 429 shares; 2026Q1: 822 shares 822 $365K 0.02% +393 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,245 shares; 2025Q1: 4,474 shares; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 4,844 shares; 2026Q1: 4,981 shares 4,981 $361K 0.02% +137 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 2,113 shares; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,314 shares; 2026Q1: 1,721 shares 1,721 $358K 0.02% +407 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 1,740 shares; 2026Q1: 1,743 shares 1,743 $355K 0.02% +3 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,972 shares; 2025Q2: 9,030 shares; 2025Q3: 8,625 shares; 2025Q4: 15,449 shares; 2026Q1: 12,698 shares 12,698 $354K 0.02% -2,751 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 reported; 2024Q4: 1,006 shares; 2025Q1: 1,016 shares; 2025Q2: 1,031 shares; 2025Q3: 1,142 shares; 2025Q4: 1,133 shares; 2026Q1: 1,600 shares 1,600 $350K 0.02% +467 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 reported; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,711 shares; 2025Q4: 2,642 shares; 2026Q1: 2,639 shares 2,639 $350K 0.02% -3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 439 shares; 2026Q1: 649 shares 649 $349K 0.02% +210 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 2,369 shares; 2026Q1: 4,241 shares 4,241 $347K 0.02% +1,872 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 626 shares; 2026Q1: 969 shares 969 $345K 0.02% +343 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,539 shares; 2024Q4: 57,539 shares; 2025Q1: 57,539 shares; 2025Q2: 57,539 shares; 2025Q3: 57,539 shares; 2025Q4: 57,539 shares; 2026Q1: 57,539 shares 57,539 $345K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,908 shares; 2025Q3: 2,941 shares; 2025Q4: 3,439 shares; 2026Q1: 4,758 shares 4,758 $342K 0.02% +1,319 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,455 shares; 2025Q3: 3,455 shares; 2025Q4: 3,673 shares; 2026Q1: 4,028 shares 4,028 $342K 0.02% +355 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 2,725 shares; 2026Q1: 2,626 shares 2,626 $341K 0.02% -99 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 4,228 shares 4,228 $341K 0.02% +2,824 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,188 shares; 2025Q4: 3,757 shares; 2026Q1: 5,790 shares 5,790 $340K 0.02% +2,033 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,464 shares; 2026Q1: 3,115 shares 3,115 $337K 0.02% +1,651 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 354 shares; 2026Q1: 489 shares 489 $334K 0.02% +135 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,746 shares; 2025Q1: 4,770 shares; 2025Q2: 4,827 shares; 2025Q3: 4,861 shares; 2025Q4: 4,956 shares; 2026Q1: 5,221 shares 5,221 $329K 0.02% +265 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,147 shares; 2026Q1: 1,325 shares 1,325 $327K 0.02% +178 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,547 shares; 2026Q1: 1,649 shares 1,649 $325K 0.02% -1,898 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,322 shares; 2024Q4: 14,090 shares; 2025Q1: 12,903 shares; 2025Q2: 12,952 shares; 2025Q3: 2,444 shares; 2025Q4: 2,663 shares; 2026Q1: 2,588 shares 2,588 $325K 0.02% -75 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 reported; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 832 shares; 2025Q3: 1,063 shares; 2025Q4: 895 shares; 2026Q1: 880 shares 880 $323K 0.01% -15 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 reported; 2024Q4: 1,181 shares; 2025Q1: 1,147 shares; 2025Q2: 1,335 shares; 2025Q3: 1,595 shares; 2025Q4: 1,636 shares; 2026Q1: 1,356 shares 1,356 $320K 0.01% -280 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 reported; 2024Q4: 6,946 shares; 2025Q1: 6,331 shares; 2025Q2: 5,915 shares; 2025Q3: 4,095 shares; 2025Q4: 3,854 shares; 2026Q1: 3,597 shares 3,597 $318K 0.01% -257 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 12,957 shares; 2025Q1: 10,949 shares; 2025Q2: 6,768 shares; 2025Q3: 7,201 shares; 2025Q4: 6,063 shares; 2026Q1: 6,483 shares 6,483 $312K 0.01% +420 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,268 shares; 2025Q1: 16,268 shares; 2025Q2: 15,595 shares; 2025Q3: 9,509 shares; 2025Q4: 9,509 shares; 2026Q1: 10,115 shares 10,115 $311K 0.01% +606 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 923 shares; 2025Q3: 952 shares; 2025Q4: 1,006 shares; 2026Q1: 1,084 shares 1,084 $311K 0.01% +78 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,227 shares; 2025Q3: 3,481 shares; 2025Q4: 3,736 shares; 2026Q1: 4,252 shares 4,252 $309K 0.01% +516 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: 13,854 shares; 2024Q4: 11,817 shares; 2025Q1: 11,721 shares; 2025Q2: 9,381 shares; 2025Q3: 12,221 shares; 2025Q4: 7,777 shares; 2026Q1: 6,551 shares 6,551 $308K 0.01% -1,226 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,185 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares 4,336 $303K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,668 shares; 2025Q3: 13,783 shares; 2025Q4: 13,541 shares; 2026Q1: 15,641 shares 15,641 $302K 0.01% +2,100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 1,972 shares; 2026Q1: 2,276 shares 2,276 $300K 0.01% +304 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,940 shares; 2025Q4: 2,029 shares; 2026Q1: 2,063 shares 2,063 $300K 0.01% +34 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares 2,679 $298K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 1,153 shares; 2026Q1: 7,984 shares 7,984 $297K 0.01% +6,831 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: 6,657 shares; 2024Q4: 9,798 shares; 2025Q1: 8,738 shares; 2025Q2: 8,502 shares; 2025Q3: 4,229 shares; 2025Q4: 2,967 shares; 2026Q1: 2,671 shares 2,671 $295K 0.01% -296 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,341 shares; 2025Q4: 11,263 shares; 2026Q1: 12,301 shares 12,301 $293K 0.01% +1,038 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $287K 0.01% 0 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: 651 shares; 2024Q4: 1,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 2,804 shares; 2026Q1: 1,782 shares 1,782 $286K 0.01% -1,022 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,167 shares; 2024Q4: 34,064 shares; 2025Q1: 36,227 shares; 2025Q2: 21,407 shares; 2025Q3: 23,756 shares; 2025Q4: 16,200 shares; 2026Q1: 13,264 shares 13,264 $285K 0.01% -2,936 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,837 shares; 2025Q4: 9,287 shares; 2026Q1: 10,063 shares 10,063 $283K 0.01% +776 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,832 shares; 2025Q4: 4,644 shares; 2026Q1: 5,512 shares 5,512 $282K 0.01% +868 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 951 shares; 2026Q1: 1,007 shares 1,007 $281K 0.01% +56 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,877 shares; 2025Q3: 5,663 shares; 2025Q4: 6,042 shares; 2026Q1: 4,592 shares 4,592 $281K 0.01% -1,450 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,840 shares; 2026Q1: 3,046 shares 3,046 $280K 0.01% +1,206 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 872 shares; 2026Q1: 1,217 shares 1,217 $280K 0.01% +345 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 3,414 shares; 2026Q1: 3,198 shares 3,198 $276K 0.01% -216 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 4,637 shares 4,637 $276K 0.01% -1,263 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,371 shares; 2026Q1: 2,029 shares 2,029 $276K 0.01% +658 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 2,149 shares; 2025Q4: 2,227 shares; 2026Q1: 2,099 shares 2,099 $275K 0.01% -128 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 5,165 shares 5,165 $275K 0.01% +5,163 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 2,457 shares; 2026Q1: 6,960 shares 6,960 $275K 0.01% +4,503 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,171 shares; 2026Q1: 1,131 shares 1,131 $274K 0.01% -40 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 290 shares; 2025Q4: 256 shares; 2026Q1: 633 shares 633 $274K 0.01% +377 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 652 shares; 2026Q1: 1,092 shares 1,092 $274K 0.01% +440 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,190 shares; 2025Q3: 11,299 shares; 2025Q4: 10,386 shares; 2026Q1: 1,184 shares 1,184 $273K 0.01% -9,202 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,939 shares; 2026Q1: 15,467 shares 15,467 $272K 0.01% +13,528 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 2,079 shares; 2025Q4: 1,891 shares; 2026Q1: 1,931 shares 1,931 $269K 0.01% +40 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 703 shares; 2025Q4: 1,813 shares; 2026Q1: 975 shares 975 $268K 0.01% -838 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 156 shares; 2026Q1: 363 shares 363 $268K 0.01% +207 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,646 shares; 2026Q1: 2,255 shares 2,255 $267K 0.01% +609 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 5,563 shares; 2026Q1: 5,859 shares 5,859 $267K 0.01% +296 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: 15,073 shares; 2024Q4: 16,994 shares; 2025Q1: 17,263 shares; 2025Q2: 20,093 shares; 2025Q3: 21,788 shares; 2025Q4: 22,617 shares; 2026Q1: 23,112 shares 23,112 $267K 0.01% +495 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 632 shares; 2026Q1: 678 shares 678 $266K 0.01% +46 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 1,870 shares; 2026Q1: 2,094 shares 2,094 $265K 0.01% +224 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: 6,467 shares; 2026Q1: 10,151 shares 10,151 $263K 0.01% +3,684 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 906 shares; 2025Q4: 1,082 shares; 2026Q1: 1,237 shares 1,237 $260K 0.01% +155 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: 2,119 shares; 2026Q1: 2,360 shares 2,360 $259K 0.01% +241 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 735 shares; 2026Q1: 5,796 shares 5,796 $258K 0.01% +5,061 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,635 shares; 2025Q2: 5,272 shares; 2025Q3: 5,485 shares; 2025Q4: 5,322 shares; 2026Q1: 2,649 shares 2,649 $253K 0.01% -2,673 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: 4,009 shares; 2024Q4: 3,240 shares; 2025Q1: 2,946 shares; 2025Q2: 3,653 shares; 2025Q3: 4,371 shares; 2025Q4: 3,402 shares; 2026Q1: 2,826 shares 2,826 $253K 0.01% -576 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 603 shares; 2025Q1: 762 shares; 2025Q2: 849 shares; 2025Q3: 484 shares; 2025Q4: 1,187 shares; 2026Q1: 1,041 shares 1,041 $253K 0.01% -146 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,108 shares 2,108 $250K 0.01% -22 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 496 shares; 2026Q1: 1,240 shares 1,240 $246K 0.01% +744 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 907 shares; 2026Q1: 810 shares 810 $245K 0.01% -97 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,149 shares; 2025Q1: 1,262 shares; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 1,117 shares; 2026Q1: 1,170 shares 1,170 $243K 0.01% +53 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 219 shares; 2026Q1: 280 shares 280 $242K 0.01% +61 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,155 shares; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,259 shares; 2025Q4: 4,155 shares; 2026Q1: 4,143 shares 4,143 $242K 0.01% -12 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 300 shares; 2026Q1: 816 shares 816 $242K 0.01% +516 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 1,028 shares; 2026Q1: 1,006 shares 1,006 $242K 0.01% -22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 8,448 shares; 2026Q1: 6,003 shares 6,003 $241K 0.01% -2,445 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 313 shares; 2026Q1: 747 shares 747 $241K 0.01% +434 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 56 shares; 2026Q1: 309 shares 309 $239K 0.01% +253 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,324 shares; 2025Q4: 905 shares; 2026Q1: 976 shares 976 $238K 0.01% +71 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: 3,293 shares; 2026Q1: 3,569 shares 3,569 $237K 0.01% +276 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,802 shares; 2025Q4: 9,148 shares; 2026Q1: 9,075 shares 9,075 $237K 0.01% -73 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 359 shares; 2026Q1: 1,866 shares 1,866 $236K 0.01% +1,507 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,395 shares; 2025Q4: 5,395 shares; 2026Q1: 6,105 shares 6,105 $235K 0.01% +710 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 426 shares; 2026Q1: 494 shares 494 $234K 0.01% +68 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 2,702 shares; 2026Q1: 1,657 shares 1,657 $234K 0.01% -1,045 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,945 shares; 2025Q4: 5,319 shares; 2026Q1: 5,294 shares 5,294 $234K 0.01% -25 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 3,353 shares; 2026Q1: 6,939 shares 6,939 $233K 0.01% +3,586 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 803 shares; 2025Q4: 819 shares; 2026Q1: 879 shares 879 $229K 0.01% +60 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,211 shares; 2026Q1: 1,380 shares 1,380 $227K 0.01% +169 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 478 shares; 2026Q1: 1,159 shares 1,159 $221K 0.01% +681 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 823 shares; 2026Q1: 1,019 shares 1,019 $221K 0.01% +196 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: 371 shares; 2026Q1: 634 shares 634 $219K 0.01% +263 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,456 shares; 2026Q1: 1,606 shares 1,606 $217K 0.01% +150 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares; 2025Q4: 2,682 shares; 2026Q1: 3,009 shares 3,009 $216K 0.01% +327 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,547 shares 4,547 $214K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294 shares; 2025Q4: 1,455 shares; 2026Q1: 3,088 shares 3,088 $213K 0.01% +1,633 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 621 shares; 2026Q1: 671 shares 671 $213K 0.01% +50 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,434 shares; 2025Q4: 4,757 shares; 2026Q1: 5,169 shares 5,169 $212K 0.01% +412 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,571 shares; 2025Q4: 6,632 shares; 2026Q1: 3,919 shares 3,919 $212K 0.01% -2,713 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 623 shares; 2025Q4: 534 shares; 2026Q1: 1,218 shares 1,218 $211K 0.01% +684 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745 $209K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 418 shares; 2025Q4: 444 shares; 2026Q1: 441 shares 441 $209K 0.01% -3 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,279 shares; 2025Q4: 9,367 shares; 2026Q1: 4,010 shares 4,010 $209K 0.01% -5,357 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,576 shares; 2025Q4: 4,576 shares; 2026Q1: 4,835 shares 4,835 $209K 0.01% +259 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,896 shares; 2025Q4: 1,414 shares; 2026Q1: 1,583 shares 1,583 $207K 0.01% +169 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,217 shares; 2026Q1: 2,258 shares 2,258 $205K 0.01% +41 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,209 shares; 2026Q1: 2,010 shares 2,010 $205K 0.01% +801 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,707 shares; 2026Q1: 2,027 shares 2,027 $203K 0.01% +320 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 562 shares; 2026Q1: 584 shares 584 $200K 0.01% +22 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,049 shares; 2025Q1: 3,775 shares; 2025Q2: 3,580 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 1,414 shares 1,414 $200K 0.01% -2,218 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 3,885 shares; 2026Q1: 3,745 shares 3,745 $198K 0.01% -140 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 557 shares; 2026Q1: 551 shares 551 $196K 0.01% -6 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 490 shares; 2026Q1: 493 shares 493 $196K 0.01% +3 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 14,733 shares; 2026Q1: 12,353 shares 12,353 $196K 0.01% -2,380 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: 429 shares; 2026Q1: 592 shares 592 $195K 0.01% +163 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: 734 shares; 2026Q1: 2,958 shares 2,958 $192K 0.01% +2,224 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,224 shares; 2025Q4: 2,842 shares; 2026Q1: 2,067 shares 2,067 $192K 0.01% -775 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 138 shares; 2026Q1: 324 shares 324 $192K 0.01% +186 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 971 shares; 2026Q1: 1,328 shares 1,328 $192K 0.01% +357 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 232 shares; 2026Q1: 899 shares 899 $190K 0.01% +667 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,454 shares; 2025Q4: 1,497 shares; 2026Q1: 2,529 shares 2,529 $190K 0.01% +1,032 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 555 shares; 2026Q1: 1,562 shares 1,562 $189K 0.01% +1,007 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,104 shares; 2025Q4: 1,752 shares; 2026Q1: 3,161 shares 3,161 $188K 0.01% +1,409 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,413 shares; 2024Q4: 17,547 shares; 2025Q1: 16,170 shares; 2025Q2: 16,252 shares; 2025Q3: 16,873 shares; 2025Q4: 15,934 shares; 2026Q1: 6,553 shares 6,553 $188K 0.01% -9,381 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares; 2026Q1: 2,118 shares 2,118 $187K 0.01% -8 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,512 shares; 2025Q4: 1,702 shares; 2026Q1: 2,009 shares 2,009 $187K 0.01% +307 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,141 shares; 2025Q4: 2,923 shares; 2026Q1: 10,771 shares 10,771 $187K 0.01% +7,848 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 538 shares; 2026Q1: 2,895 shares 2,895 $186K 0.01% +2,357 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,151 shares; 2025Q4: 1,333 shares; 2026Q1: 2,713 shares 2,713 $185K 0.01% +1,380 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 851 shares; 2026Q1: 950 shares 950 $184K 0.01% +99 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $184K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 299 shares; 2026Q1: 972 shares 972 $184K 0.01% +673 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares 4,006 $184K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 1,306 shares; 2025Q4: 926 shares; 2026Q1: 713 shares 713 $184K 0.01% -213 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 reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 11,275 shares; 2025Q3: 7,344 shares; 2025Q4: 7,386 shares; 2026Q1: 3,615 shares 3,615 $183K 0.01% -3,771 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,732 shares; 2025Q4: 3,623 shares; 2026Q1: 3,924 shares 3,924 $182K 0.01% +301 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 1,946 shares; 2026Q1: 2,174 shares 2,174 $182K 0.01% +228 Timeline FLQL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares 2,682 $181K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 2,428 shares; 2026Q1: 2,889 shares 2,889 $181K 0.01% +461 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: 1,038 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 1,405 shares; 2025Q4: 974 shares; 2026Q1: 890 shares 890 $181K 0.01% -84 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 655 shares; 2026Q1: 2,340 shares 2,340 $181K 0.01% +1,685 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 469 shares; 2026Q1: 669 shares 669 $178K 0.01% +200 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,726 shares; 2025Q4: 3,039 shares; 2026Q1: 4,538 shares 4,538 $174K 0.01% +1,499 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,485 shares 44,485 $174K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 146 shares; 2025Q4: 155 shares; 2026Q1: 150 shares 150 $174K 0.01% -5 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 2,270 shares; 2026Q1: 8,637 shares 8,637 $173K 0.01% +6,367 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 6,102 shares; 2025Q4: 6,102 shares; 2026Q1: 6,477 shares 6,477 $173K 0.01% +375 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares 2,299 $173K 0.01% 0 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: 2,541 shares; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 40 shares; 2026Q1: 1,732 shares 1,732 $172K 0.01% +1,692 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 3,209 shares; 2026Q1: 2,967 shares 2,967 $171K 0.01% -242 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 268 shares; 2026Q1: 2,312 shares 2,312 $169K 0.01% +2,044 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 438 shares; 2025Q3: 512 shares; 2025Q4: 550 shares; 2026Q1: 433 shares 433 $169K 0.01% -117 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,428 shares; 2026Q1: 2,808 shares 2,808 $168K 0.01% +1,380 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 124 shares; 2026Q1: 516 shares 516 $168K 0.01% +392 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 1,254 shares; 2026Q1: 5,460 shares 5,460 $168K 0.01% +4,206 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,214 shares 3,214 $167K 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 204 shares; 2026Q1: 558 shares 558 $167K 0.01% +354 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,418 shares 1,418 $166K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: 1,782 shares; 2026Q1: 2,948 shares 2,948 $166K 0.01% +1,166 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,137 shares 1,137 $166K 0.01% +14 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 2,199 shares; 2026Q1: 3,331 shares 3,331 $165K 0.01% +1,132 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 632 shares; 2026Q1: 1,256 shares 1,256 $164K 0.01% +624 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 906 shares; 2025Q4: 911 shares; 2026Q1: 954 shares 954 $164K 0.01% +43 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393 shares; 2025Q4: 258 shares; 2026Q1: 576 shares 576 $164K 0.01% +318 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,661 shares; 2026Q1: 2,196 shares 2,196 $163K 0.01% +535 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: not reported; 2026Q1: 2,595 shares 2,595 $163K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594 shares; 2025Q4: 506 shares; 2026Q1: 1,687 shares 1,687 $162K 0.01% +1,181 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 572 shares; 2025Q4: 721 shares; 2026Q1: 1,157 shares 1,157 $161K 0.01% +436 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 456 shares; 2026Q1: 677 shares 677 $161K 0.01% +221 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,400 shares; 2026Q1: 54,798 shares 54,798 $161K 0.01% +398 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 922 shares; 2025Q3: 907 shares; 2025Q4: 922 shares; 2026Q1: 947 shares 947 $160K 0.01% +25 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 reported; 2024Q4: not reported; 2025Q1: 1,869 shares; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,495 shares; 2026Q1: 1,622 shares 1,622 $160K 0.01% +127 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 182 shares; 2026Q1: 698 shares 698 $159K 0.01% +516 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 482 shares; 2025Q1: 506 shares; 2025Q2: 919 shares; 2025Q3: 555 shares; 2025Q4: 373 shares; 2026Q1: 324 shares 324 $159K 0.01% -49 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,263 shares; 2026Q1: 3,464 shares 3,464 $159K 0.01% +1,201 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293 shares; 2025Q4: 245 shares; 2026Q1: 563 shares 563 $159K 0.01% +318 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 1,689 shares; 2025Q4: 1,775 shares; 2026Q1: 2,238 shares 2,238 $158K 0.01% +463 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,429 shares; 2025Q4: 4,680 shares; 2026Q1: 4,531 shares 4,531 $158K 0.01% -149 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141 shares; 2025Q4: 245 shares; 2026Q1: 4,820 shares 4,820 $158K 0.01% +4,575 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,805 shares; 2026Q1: 3,362 shares 3,362 $158K 0.01% +557 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: 1,352 shares; 2026Q1: 2,305 shares 2,305 $157K 0.01% +953 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,233 shares; 2025Q4: 4,410 shares; 2026Q1: 3,683 shares 3,683 $157K 0.01% -727 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,197 shares; 2025Q4: 5,412 shares; 2026Q1: 5,887 shares 5,887 $156K 0.01% +475 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: 858 shares; 2026Q1: 933 shares 933 $155K 0.01% +75 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,171 shares; 2026Q1: 1,367 shares 1,367 $155K 0.01% +196 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 9 shares; 2026Q1: 220 shares 220 $155K 0.01% +211 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 902 shares; 2026Q1: 1,820 shares 1,820 $154K 0.01% +918 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 1,538 shares; 2026Q1: 2,687 shares 2,687 $154K 0.01% +1,149 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 1,904 shares; 2026Q1: 2,114 shares 2,114 $153K 0.01% +210 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475 shares; 2025Q4: 2,840 shares; 2026Q1: 1,805 shares 1,805 $153K 0.01% -1,035 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173 shares; 2025Q4: 199 shares; 2026Q1: 1,154 shares 1,154 $152K 0.01% +955 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,724 shares; 2026Q1: 1,394 shares 1,394 $152K 0.01% -330 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,229 shares; 2025Q4: 933 shares; 2026Q1: 762 shares 762 $152K 0.01% -171 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 1,010 shares; 2026Q1: 1,436 shares 1,436 $151K 0.01% +426 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 2,403 shares; 2026Q1: 2,174 shares 2,174 $151K 0.01% -229 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 1,049 shares; 2026Q1: 1,553 shares 1,553 $150K 0.01% +504 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,756 shares; 2026Q1: 2,450 shares 2,450 $150K 0.01% +694 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 1,125 shares; 2026Q1: 1,294 shares 1,294 $149K 0.01% +169 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 561 shares; 2026Q1: 1,360 shares 1,360 $149K 0.01% +799 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 1,211 shares; 2026Q1: 953 shares 953 $148K 0.01% -258 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 176 shares; 2026Q1: 975 shares 975 $147K 0.01% +799 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 402 shares; 2026Q1: 1,223 shares 1,223 $145K 0.01% +821 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 981 shares; 2026Q1: 996 shares 996 $145K 0.01% +15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,935 shares 4,935 $145K 0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 306 shares; 2026Q1: 378 shares 378 $145K 0.01% +72 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 2,651 shares; 2026Q1: 2,015 shares 2,015 $145K 0.01% -636 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 247 shares; 2026Q1: 870 shares 870 $144K 0.01% +623 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 291 shares; 2026Q1: 370 shares 370 $144K 0.01% +79 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,498 shares; 2025Q4: 3,018 shares; 2026Q1: 5,389 shares 5,389 $143K 0.01% +2,371 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,642 shares; 2025Q4: 4,449 shares; 2026Q1: 4,449 shares 4,449 $142K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 1,208 shares; 2026Q1: 1,263 shares 1,263 $142K 0.01% +55 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $142K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,995 shares 3,995 $142K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203 shares; 2025Q4: 218 shares; 2026Q1: 158 shares 158 $141K 0.01% -60 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,354 shares; 2025Q4: 1,563 shares; 2026Q1: 6,140 shares 6,140 $140K 0.01% +4,577 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 2,219 shares; 2026Q1: 2,281 shares 2,281 $140K 0.01% +62 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares 2,925 $139K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 296 shares; 2026Q1: 821 shares 821 $139K 0.01% +525 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,577 shares; 2025Q1: 6,577 shares; 2025Q2: 6,560 shares; 2025Q3: 6,560 shares; 2025Q4: 6,592 shares; 2026Q1: 3,814 shares 3,814 $138K 0.01% -2,778 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 578 shares; 2026Q1: 1,313 shares 1,313 $137K 0.01% +735 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 114 shares; 2026Q1: 215 shares 215 $137K 0.01% +101 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,356 shares; 2025Q4: 1,174 shares; 2026Q1: 2,822 shares 2,822 $136K 0.01% +1,648 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 269 shares; 2026Q1: 305 shares 305 $136K 0.01% +36 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 4,080 shares 4,080 $136K 0.01% -1,460 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: 176 shares; 2026Q1: 3,565 shares 3,565 $136K 0.01% +3,389 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 337 shares; 2026Q1: 420 shares 420 $135K 0.01% +83 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,371 shares; 2026Q1: 1,466 shares 1,466 $135K 0.01% +95 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: 2,190 shares; 2026Q1: 2,033 shares 2,033 $134K 0.01% -157 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 555 shares; 2026Q1: 576 shares 576 $134K 0.01% +21 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 2,686 shares 2,686 $134K 0.01% -14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 645 shares; 2026Q1: 1,062 shares 1,062 $133K 0.01% +417 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 967 shares; 2026Q1: 1,035 shares 1,035 $133K 0.01% +68 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,364 shares 1,364 $132K 0.01% +60 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 895 shares; 2026Q1: 1,992 shares 1,992 $132K 0.01% +1,097 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,958 shares; 2025Q4: 2,919 shares; 2026Q1: 2,914 shares 2,914 $132K 0.01% -5 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 830 shares; 2026Q1: 830 shares 830 $132K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 233 shares; 2026Q1: 302 shares 302 $131K 0.01% +69 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 380 shares; 2026Q1: 1,557 shares 1,557 $130K 0.01% +1,177 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 630 shares; 2026Q1: 1,488 shares 1,488 $130K 0.01% +858 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 2,669 shares; 2026Q1: 2,355 shares 2,355 $130K 0.01% -314 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,317 shares; 2026Q1: 3,313 shares 3,313 $130K 0.01% +996 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 308 shares; 2026Q1: 357 shares 357 $130K 0.01% +49 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 299 shares; 2026Q1: 722 shares 722 $130K 0.01% +423 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 255 shares; 2026Q1: 719 shares 719 $129K 0.01% +464 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,409 shares; 2025Q4: 4,381 shares; 2026Q1: 4,381 shares 4,381 $129K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $129K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405 shares; 2025Q4: 427 shares; 2026Q1: 443 shares 443 $129K 0.01% +16 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,417 shares; 2026Q1: 1,516 shares 1,516 $129K 0.01% +99 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,417 shares; 2025Q4: 6,141 shares; 2026Q1: 6,141 shares 6,141 $129K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $129K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166 shares; 2025Q4: 147 shares; 2026Q1: 326 shares 326 $128K 0.01% +179 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,406 shares; 2026Q1: 1,405 shares 1,405 $128K 0.01% -1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,275 shares; 2026Q1: 1,409 shares 1,409 $128K 0.01% +134 Timeline FFLC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 418 shares; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $128K 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 681 shares; 2026Q1: 814 shares 814 $128K 0.01% +133 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,198 shares; 2025Q4: 1,059 shares; 2026Q1: 964 shares 964 $127K 0.01% -95 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 437 shares; 2026Q1: 650 shares 650 $127K 0.01% +213 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,937 shares; 2025Q4: 4,647 shares; 2026Q1: 4,716 shares 4,716 $127K 0.01% +69 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: 393 shares; 2026Q1: 615 shares 615 $127K 0.01% +222 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 317 shares; 2026Q1: 1,774 shares 1,774 $127K 0.01% +1,457 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 310 shares; 2026Q1: 1,109 shares 1,109 $126K 0.01% +799 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 258 shares; 2026Q1: 862 shares 862 $125K 0.01% +604 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1,671 shares 1,671 $125K 0.01% +1,670 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 916 shares; 2026Q1: 817 shares 817 $125K 0.01% -99 Timeline DIVI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,123 shares 3,123 $124K 0.01% -7 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,900 shares; 2026Q1: 2,680 shares 2,680 $124K 0.01% -220 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 267 shares; 2026Q1: 658 shares 658 $124K 0.01% +391 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 258 shares; 2026Q1: 297 shares 297 $124K 0.01% +39 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 reported; 2024Q4: 1,562 shares; 2025Q1: 1,528 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 673 shares; 2026Q1: 844 shares 844 $124K 0.01% +171 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: 557 shares; 2026Q1: 585 shares 585 $124K 0.01% +28 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 897 shares; 2026Q1: 963 shares 963 $123K 0.01% +66 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 638 shares; 2026Q1: 934 shares 934 $122K 0.01% +296 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,437 shares; 2026Q1: 1,541 shares 1,541 $122K 0.01% +104 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 1,837 shares; 2026Q1: 3,130 shares 3,130 $122K 0.01% +1,293 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 446 shares; 2026Q1: 335 shares 335 $122K 0.01% -111 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $121K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 1,229 shares; 2026Q1: 1,251 shares 1,251 $121K 0.01% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 3,862 shares 3,862 $120K 0.01% +910 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 390 shares; 2026Q1: 2,116 shares 2,116 $120K 0.01% +1,726 Timeline