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: restricted; 2024Q4: 1,448,756 shares; 2025Q1: 2,774,616 shares; 2025Q2: 4,331,669 shares; 2025Q3: 4,499,238 shares; 2025Q4: 4,512,375 shares; 2026Q1: 4,630,535 shares 4,630,535 $209M 16.27% +118,160 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: restricted; 2024Q4: 1,037,078 shares; 2025Q1: 892,262 shares; 2025Q2: 831,705 shares; 2025Q3: 827,091 shares; 2025Q4: 821,848 shares; 2026Q1: 802,554 shares 802,554 $89.2M 6.95% -19,294 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 839,339 shares; 2025Q1: 832,847 shares; 2025Q2: 804,271 shares; 2025Q3: 822,644 shares; 2025Q4: 823,028 shares; 2026Q1: 829,962 shares 829,962 $72.9M 5.68% +6,934 Timeline QGRW 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: restricted; 2024Q4: 1,182,836 shares; 2025Q1: 1,231,692 shares; 2025Q2: 1,233,808 shares; 2025Q3: 1,164,711 shares; 2025Q4: 1,082,120 shares; 2026Q1: 1,065,641 shares 1,065,641 $56.9M 4.44% -16,479 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: restricted; 2024Q4: 1,857,233 shares; 2025Q1: 1,518,680 shares; 2025Q2: 1,481,884 shares; 2025Q3: 1,500,700 shares; 2025Q4: 1,494,475 shares; 2026Q1: 1,456,488 shares 1,456,488 $56.7M 4.42% -37,987 Timeline JQUA 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: restricted; 2024Q4: 797,250 shares; 2025Q1: 882,769 shares; 2025Q2: 868,747 shares; 2025Q3: 903,152 shares; 2025Q4: 903,997 shares; 2026Q1: 918,104 shares 918,104 $56.3M 4.39% +14,107 Timeline IQLT 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: restricted; 2024Q4: 1,176,428 shares; 2025Q1: 931,352 shares; 2025Q2: 924,004 shares; 2025Q3: 946,779 shares; 2025Q4: 940,030 shares; 2026Q1: 921,777 shares 921,777 $42.6M 3.32% -18,253 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,106 shares; 2025Q1: 800,370 shares; 2025Q2: 965,864 shares; 2025Q3: 990,472 shares; 2025Q4: 981,990 shares; 2026Q1: 1,000,618 shares 1,000,618 $39.5M 3.08% +18,628 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: restricted; 2024Q4: 639,327 shares; 2025Q1: 575,463 shares; 2025Q2: 578,049 shares; 2025Q3: 582,873 shares; 2025Q4: 577,086 shares; 2026Q1: 570,710 shares 570,710 $39M 3.04% -6,376 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: restricted; 2024Q4: 118,321 shares; 2025Q1: 124,856 shares; 2025Q2: 125,008 shares; 2025Q3: 132,724 shares; 2025Q4: 134,616 shares; 2026Q1: 135,988 shares 135,988 $34.5M 2.69% +1,372 Timeline IBDS 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: restricted; 2024Q4: 956,044 shares; 2025Q1: 967,922 shares; 2025Q2: 1,022,940 shares; 2025Q3: 1,037,195 shares; 2025Q4: 1,170,581 shares; 2026Q1: 1,217,920 shares 1,217,920 $29.5M 2.3% +47,339 Timeline IBDT 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: restricted; 2024Q4: 869,496 shares; 2025Q1: 889,298 shares; 2025Q2: 966,581 shares; 2025Q3: 980,372 shares; 2025Q4: 1,088,657 shares; 2026Q1: 1,159,226 shares 1,159,226 $29.4M 2.29% +70,569 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: restricted; 2024Q4: 1,046,024 shares; 2025Q1: 911,129 shares; 2025Q2: 901,424 shares; 2025Q3: 905,176 shares; 2025Q4: 885,206 shares; 2026Q1: 858,565 shares 858,565 $29.1M 2.26% -26,641 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,953 shares; 2025Q1: 200,451 shares; 2025Q2: 226,007 shares; 2025Q3: 235,879 shares; 2025Q4: 238,886 shares; 2026Q1: 247,209 shares 247,209 $27.7M 2.16% +8,323 Timeline IBDR 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: restricted; 2024Q4: 959,586 shares; 2025Q1: 1,021,682 shares; 2025Q2: 1,091,935 shares; 2025Q3: 1,135,975 shares; 2025Q4: 1,318,361 shares; 2026Q1: 1,140,545 shares 1,140,545 $27.6M 2.15% -177,816 Timeline IBDU 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: restricted; 2024Q4: 811,880 shares; 2025Q1: 830,776 shares; 2025Q2: 901,671 shares; 2025Q3: 939,759 shares; 2025Q4: 1,059,999 shares; 2026Q1: 1,148,779 shares 1,148,779 $26.7M 2.08% +88,780 Timeline IBDV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113,152 shares; 2026Q1: 1,206,110 shares 1,206,110 $26.4M 2.06% +92,958 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: restricted; 2024Q4: 128,230 shares; 2025Q1: 123,472 shares; 2025Q2: 136,637 shares; 2025Q3: 136,159 shares; 2025Q4: 134,645 shares; 2026Q1: 131,486 shares 131,486 $25.2M 1.96% -3,159 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404,833 shares; 2025Q1: 323,171 shares; 2025Q2: 316,195 shares; 2025Q3: 310,408 shares; 2025Q4: 302,191 shares; 2026Q1: 291,172 shares 291,172 $24.7M 1.92% -11,019 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: restricted; 2024Q4: 315,913 shares; 2025Q1: 996,174 shares; 2025Q2: 312,454 shares; 2025Q3: 311,867 shares; 2025Q4: 308,132 shares; 2026Q1: 302,469 shares 302,469 $23.9M 1.86% -5,663 Timeline QTEC 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: restricted; 2024Q4: 95,787 shares; 2025Q1: 90,174 shares; 2025Q2: 88,324 shares; 2025Q3: 88,231 shares; 2025Q4: 85,690 shares; 2026Q1: 83,826 shares 83,826 $18.1M 1.41% -1,864 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,973 shares; 2025Q1: 72,841 shares; 2025Q2: 72,460 shares; 2025Q3: 72,319 shares; 2025Q4: 70,079 shares; 2026Q1: 68,293 shares 68,293 $16.5M 1.28% -1,786 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: restricted; 2024Q4: 3,413 shares; 2025Q1: 76,025 shares; 2025Q2: 86,278 shares; 2025Q3: 87,683 shares; 2025Q4: 85,075 shares; 2026Q1: 88,766 shares 88,766 $16.1M 1.25% +3,691 Timeline RWK 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: restricted; 2024Q4: 143,392 shares; 2025Q1: 137,720 shares; 2025Q2: 137,479 shares; 2025Q3: 136,439 shares; 2025Q4: 130,227 shares; 2026Q1: 117,587 shares 117,587 $15.1M 1.17% -12,640 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: restricted; 2024Q4: 210,382 shares; 2025Q1: 154,093 shares; 2025Q2: 149,683 shares; 2025Q3: 149,018 shares; 2025Q4: 142,770 shares; 2026Q1: 142,111 shares 142,111 $13.8M 1.08% -659 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: restricted; 2024Q4: 20,723 shares; 2025Q1: 20,787 shares; 2025Q2: 20,848 shares; 2025Q3: 21,079 shares; 2025Q4: 21,375 shares; 2026Q1: 21,306 shares 21,306 $12.3M 0.96% -69 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,488 shares; 2025Q1: 142,613 shares; 2025Q2: 141,133 shares; 2025Q3: 140,959 shares; 2025Q4: 138,485 shares; 2026Q1: 128,235 shares 128,235 $11.7M 0.91% -10,250 Timeline COWG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,040 shares; 2025Q3: 246,829 shares; 2025Q4: 296,578 shares; 2026Q1: 341,988 shares 341,988 $11.5M 0.9% +45,410 Timeline FXL 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: restricted; 2024Q4: 198,216 shares; 2025Q1: 78,536 shares; 2025Q2: 68,521 shares; 2025Q3: 68,182 shares; 2025Q4: 65,567 shares; 2026Q1: 61,631 shares 61,631 $9.79M 0.76% -3,936 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: restricted; 2024Q4: 248,705 shares; 2025Q1: 200,168 shares; 2025Q2: 186,840 shares; 2025Q3: 186,617 shares; 2025Q4: 179,982 shares; 2026Q1: 153,116 shares 153,116 $7.4M 0.58% -26,866 Timeline JPME 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: restricted; 2024Q4: 72,808 shares; 2025Q1: 69,200 shares; 2025Q2: 68,206 shares; 2025Q3: 67,171 shares; 2025Q4: 65,362 shares; 2026Q1: 63,630 shares 63,630 $7.29M 0.57% -1,732 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: restricted; 2024Q4: 25,772 shares; 2025Q1: 34,378 shares; 2025Q2: 31,166 shares; 2025Q3: 42,458 shares; 2025Q4: 43,018 shares; 2026Q1: 41,651 shares 41,651 $7.26M 0.57% -1,367 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,409 shares; 2025Q4: not reported; 2026Q1: 129,372 shares 129,372 $6.55M 0.51% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 762,674 shares; 2025Q1: 241,537 shares; 2025Q2: 121,091 shares; 2025Q3: 119,764 shares; 2025Q4: 116,516 shares; 2026Q1: 103,405 shares 103,405 $6.47M 0.5% -13,111 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,621 shares; 2025Q1: 88,014 shares; 2025Q2: 88,323 shares; 2025Q3: 88,307 shares; 2025Q4: 88,313 shares; 2026Q1: 80,662 shares 80,662 $6.44M 0.5% -7,651 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: restricted; 2024Q4: 22,240 shares; 2025Q1: 20,781 shares; 2025Q2: 23,809 shares; 2025Q3: 23,821 shares; 2025Q4: 24,454 shares; 2026Q1: 17,356 shares 17,356 $5.57M 0.43% -7,098 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: restricted; 2024Q4: 43,739 shares; 2025Q1: 43,200 shares; 2025Q2: 42,874 shares; 2025Q3: 42,874 shares; 2025Q4: 42,875 shares; 2026Q1: 27,549 shares 27,549 $5.29M 0.41% -15,326 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: restricted; 2024Q4: 120,830 shares; 2025Q1: 69,523 shares; 2025Q2: 61,550 shares; 2025Q3: 58,866 shares; 2025Q4: 58,179 shares; 2026Q1: 55,177 shares 55,177 $5.28M 0.41% -3,002 Timeline AVTM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,410 shares 111,410 $5.24M 0.41% new 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: restricted; 2024Q4: 5,957 shares; 2025Q1: not reported; 2025Q2: 144,186 shares; 2025Q3: 142,899 shares; 2025Q4: 128,610 shares; 2026Q1: 128,583 shares 128,583 $5M 0.39% -27 Timeline RWL 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: restricted; 2024Q4: 50,041 shares; 2025Q1: 45,567 shares; 2025Q2: 44,592 shares; 2025Q3: 44,031 shares; 2025Q4: 43,443 shares; 2026Q1: 42,548 shares 42,548 $4.89M 0.38% -895 Timeline DEUS 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: restricted; 2024Q4: 127,305 shares; 2025Q1: 88,431 shares; 2025Q2: 82,782 shares; 2025Q3: 80,673 shares; 2025Q4: 80,455 shares; 2026Q1: 78,310 shares 78,310 $4.69M 0.37% -2,145 Timeline GBFH GBANK FINL HLDGS INC More: the full row for GBANK FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,275 shares; 2025Q3: 33,790 shares; 2025Q4: 39,854 shares; 2026Q1: 158,854 shares 158,854 $4.25M 0.33% +119,000 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: restricted; 2024Q4: 3,763 shares; 2025Q1: 3,644 shares; 2025Q2: 61,693 shares; 2025Q3: 60,921 shares; 2025Q4: 55,581 shares; 2026Q1: 55,282 shares 55,282 $3.88M 0.3% -299 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: restricted; 2024Q4: 655,766 shares; 2025Q1: 188,493 shares; 2025Q2: 163,055 shares; 2025Q3: 155,239 shares; 2025Q4: 142,469 shares; 2026Q1: 124,348 shares 124,348 $3.81M 0.3% -18,121 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: restricted; 2024Q4: 8,397 shares; 2025Q1: 8,184 shares; 2025Q2: 8,019 shares; 2025Q3: 8,003 shares; 2025Q4: 7,976 shares; 2026Q1: 7,864 shares 7,864 $3.43M 0.27% -112 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: restricted; 2024Q4: 13,397 shares; 2025Q1: 12,580 shares; 2025Q2: 12,580 shares; 2025Q3: 12,581 shares; 2025Q4: 25,160 shares; 2026Q1: 25,160 shares 25,160 $3.34M 0.26% 0 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: restricted; 2024Q4: 7,895 shares; 2025Q1: 7,494 shares; 2025Q2: 7,534 shares; 2025Q3: 7,582 shares; 2025Q4: 7,934 shares; 2026Q1: 8,990 shares 8,990 $3.34M 0.26% +1,056 Timeline LRGF 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: restricted; 2024Q4: 47,651 shares; 2025Q1: 45,380 shares; 2025Q2: 45,015 shares; 2025Q3: 44,983 shares; 2025Q4: 44,983 shares; 2026Q1: 44,983 shares 44,983 $2.97M 0.23% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 2,336 shares; 2026Q1: 3,337 shares 3,337 $2.91M 0.23% +1,001 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: restricted; 2024Q4: 29,761 shares; 2025Q1: 22,807 shares; 2025Q2: 22,370 shares; 2025Q3: 22,492 shares; 2025Q4: 22,328 shares; 2026Q1: 22,329 shares 22,329 $2.78M 0.22% +1 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: restricted; 2024Q4: 128,781 shares; 2025Q1: 135,798 shares; 2025Q2: 135,216 shares; 2025Q3: 135,286 shares; 2025Q4: 135,862 shares; 2026Q1: 106,830 shares 106,830 $2.68M 0.21% -29,032 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: restricted; 2024Q4: 5,163 shares; 2025Q1: 8,193 shares; 2025Q2: 7,947 shares; 2025Q3: 8,966 shares; 2025Q4: 7,920 shares; 2026Q1: 12,848 shares 12,848 $2.68M 0.21% +4,928 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: restricted; 2024Q4: 4,404 shares; 2025Q1: 6,337 shares; 2025Q2: 6,234 shares; 2025Q3: 6,212 shares; 2025Q4: 5,932 shares; 2026Q1: 5,165 shares 5,165 $2.48M 0.19% -767 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,782 shares; 2025Q1: 16,263 shares; 2025Q2: 16,211 shares; 2025Q3: 16,047 shares; 2025Q4: 16,049 shares; 2026Q1: 16,049 shares 16,049 $2.44M 0.19% 0 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: restricted; 2024Q4: 5,825 shares; 2025Q1: 4,316 shares; 2025Q2: 4,154 shares; 2025Q3: 4,199 shares; 2025Q4: 4,129 shares; 2026Q1: 3,629 shares 3,629 $2.24M 0.17% -500 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: restricted; 2024Q4: 1,871 shares; 2025Q1: 7,419 shares; 2025Q2: 7,556 shares; 2025Q3: 7,557 shares; 2025Q4: 7,621 shares; 2026Q1: 7,799 shares 7,799 $2.24M 0.17% +178 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: restricted; 2024Q4: 33,317 shares; 2025Q1: 32,626 shares; 2025Q2: 32,848 shares; 2025Q3: 32,852 shares; 2025Q4: 30,364 shares; 2026Q1: 28,607 shares 28,607 $2.15M 0.17% -1,757 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: restricted; 2024Q4: 5,560 shares; 2025Q1: 4,601 shares; 2025Q2: 4,597 shares; 2025Q3: 4,597 shares; 2025Q4: 4,591 shares; 2026Q1: 4,591 shares 4,591 $1.99M 0.15% 0 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: restricted; 2024Q4: 6,754 shares; 2025Q1: 6,429 shares; 2025Q2: 5,227 shares; 2025Q3: 5,050 shares; 2025Q4: 4,623 shares; 2026Q1: 4,933 shares 4,933 $1.83M 0.14% +310 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: restricted; 2024Q4: 259,919 shares; 2025Q1: 38,495 shares; 2025Q2: 20,117 shares; 2025Q3: 16,149 shares; 2025Q4: 14,728 shares; 2026Q1: 15,115 shares 15,115 $1.67M 0.13% +387 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: restricted; 2024Q4: 1,511 shares; 2025Q1: 1,780 shares; 2025Q2: 2,136 shares; 2025Q3: 2,071 shares; 2025Q4: 1,730 shares; 2026Q1: 2,738 shares 2,738 $1.64M 0.13% +1,008 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares; 2026Q1: 2,360 shares 2,360 $1.61M 0.13% +1,000 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: restricted; 2024Q4: 5,113 shares; 2025Q1: 5,483 shares; 2025Q2: 6,010 shares; 2025Q3: 6,907 shares; 2025Q4: 6,913 shares; 2026Q1: 6,728 shares 6,728 $1.46M 0.11% -185 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: restricted; 2024Q4: 2,850 shares; 2025Q1: 3,221 shares; 2025Q2: 4,417 shares; 2025Q3: 4,401 shares; 2025Q4: 4,618 shares; 2026Q1: 4,672 shares 4,672 $1.34M 0.1% +54 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,555 shares; 2025Q1: 18,028 shares; 2025Q2: 16,180 shares; 2025Q3: 16,106 shares; 2025Q4: 15,538 shares; 2026Q1: 15,339 shares 15,339 $1.24M 0.1% -199 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: restricted; 2024Q4: 6,212 shares; 2025Q1: 6,272 shares; 2025Q2: 6,272 shares; 2025Q3: 6,163 shares; 2025Q4: 5,801 shares; 2026Q1: 5,633 shares 5,633 $1.21M 0.09% -168 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: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $1.17M 0.09% 0 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: restricted; 2024Q4: 5,317 shares; 2025Q1: 8,343 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 8,084 shares; 2026Q1: 6,744 shares 6,744 $1.14M 0.09% -1,340 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 2,192 shares; 2026Q1: 1,192 shares 1,192 $1.1M 0.09% -1,000 Timeline EZM 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: restricted; 2024Q4: 17,617 shares; 2025Q1: 17,558 shares; 2025Q2: 16,313 shares; 2025Q3: 16,165 shares; 2025Q4: 16,165 shares; 2026Q1: 16,165 shares 16,165 $1.09M 0.08% 0 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: restricted; 2024Q4: 706 shares; 2025Q1: 1,404 shares; 2025Q2: 1,247 shares; 2025Q3: 1,268 shares; 2025Q4: 1,238 shares; 2026Q1: 1,035 shares 1,035 $1.03M 0.08% -203 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: restricted; 2024Q4: 1,465 shares; 2025Q1: 3,988 shares; 2025Q2: 4,715 shares; 2025Q3: 4,663 shares; 2025Q4: 4,668 shares; 2026Q1: 3,438 shares 3,438 $1.01M 0.08% -1,230 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: restricted; 2024Q4: 74,477 shares; 2025Q1: 24,265 shares; 2025Q2: 22,017 shares; 2025Q3: 21,974 shares; 2025Q4: 22,080 shares; 2026Q1: 21,452 shares 21,452 $1.01M 0.08% -628 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: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,246 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,186 shares; 2026Q1: 1,182 shares 1,182 $1M 0.08% -4 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,596 shares; 2025Q1: 14,233 shares; 2025Q2: 13,919 shares; 2025Q3: 13,908 shares; 2025Q4: 13,842 shares; 2026Q1: 13,857 shares 13,857 $987K 0.08% +15 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: restricted; 2024Q4: 7,221 shares; 2025Q1: 16,008 shares; 2025Q2: 17,865 shares; 2025Q3: 15,661 shares; 2025Q4: 15,727 shares; 2026Q1: 10,059 shares 10,059 $969K 0.08% -5,668 Timeline EIS 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: restricted; 2024Q4: 7,914 shares; 2025Q1: 7,842 shares; 2025Q2: 7,835 shares; 2025Q3: 7,825 shares; 2025Q4: 7,782 shares; 2026Q1: 8,302 shares 8,302 $963K 0.08% +520 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,582 shares; 2025Q1: 9,582 shares; 2025Q2: 9,521 shares; 2025Q3: 9,510 shares; 2025Q4: 9,510 shares; 2026Q1: 9,510 shares 9,510 $901K 0.07% 0 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: restricted; 2024Q4: 1,422 shares; 2025Q1: 2,612 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares; 2025Q4: 3,567 shares; 2026Q1: 3,567 shares 3,567 $872K 0.07% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,853 shares; 2025Q1: 18,921 shares; 2025Q2: 18,548 shares; 2025Q3: 18,504 shares; 2025Q4: 18,388 shares; 2026Q1: 18,358 shares 18,358 $827K 0.06% -30 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,661 shares; 2026Q1: 2,600 shares 2,600 $805K 0.06% -61 Timeline OEF 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: restricted; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,486 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares; 2026Q1: 2,505 shares 2,505 $797K 0.06% +104 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,511 shares; 2025Q1: 14,402 shares; 2025Q2: 14,367 shares; 2025Q3: 14,356 shares; 2025Q4: 14,256 shares; 2026Q1: 13,497 shares 13,497 $782K 0.06% -759 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,867 shares; 2026Q1: 5,870 shares 5,870 $752K 0.06% +3 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: restricted; 2024Q4: 724 shares; 2025Q1: 752 shares; 2025Q2: 744 shares; 2025Q3: 748 shares; 2025Q4: 7,880 shares; 2026Q1: 7,790 shares 7,790 $749K 0.06% -90 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: restricted; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.06% 0 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: restricted; 2024Q4: 3,098 shares; 2025Q1: 3,523 shares; 2025Q2: 3,520 shares; 2025Q3: 3,552 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares 3,467 $717K 0.06% 0 Timeline USHY 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: restricted; 2024Q4: 22,296 shares; 2025Q1: 21,037 shares; 2025Q2: 21,037 shares; 2025Q3: 20,501 shares; 2025Q4: 19,651 shares; 2026Q1: 18,951 shares 18,951 $698K 0.05% -700 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,415 shares 13,415 $680K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,627 shares 13,627 $679K 0.05% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,897 shares 11,897 $676K 0.05% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,994 shares; 2025Q1: 18,247 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,182 shares; 2026Q1: 17,113 shares 17,113 $663K 0.05% -69 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: restricted; 2024Q4: 1,291 shares; 2025Q1: 1,397 shares; 2025Q2: 1,406 shares; 2025Q3: 1,203 shares; 2025Q4: 1,221 shares; 2026Q1: 1,157 shares 1,157 $662K 0.05% -64 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: restricted; 2024Q4: 839 shares; 2025Q1: 4,631 shares; 2025Q2: 4,331 shares; 2025Q3: 4,256 shares; 2025Q4: 4,378 shares; 2026Q1: 2,188 shares 2,188 $661K 0.05% -2,190 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: restricted; 2024Q4: 7,536 shares; 2025Q1: 6,729 shares; 2025Q2: 7,054 shares; 2025Q3: 7,054 shares; 2025Q4: 7,139 shares; 2026Q1: 7,239 shares 7,239 $655K 0.05% +100 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: restricted; 2024Q4: 595 shares; 2025Q1: 887 shares; 2025Q2: 713 shares; 2025Q3: 813 shares; 2025Q4: 1,705 shares; 2026Q1: 1,001 shares 1,001 $651K 0.05% -704 Timeline SUSL 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: restricted; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: 5,632 shares; 2025Q3: 5,552 shares; 2025Q4: 5,721 shares; 2026Q1: 5,721 shares 5,721 $650K 0.05% 0 Timeline XJH 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: restricted; 2024Q4: 35,860 shares; 2025Q1: 18,003 shares; 2025Q2: 13,694 shares; 2025Q3: 13,694 shares; 2025Q4: 13,694 shares; 2026Q1: 13,694 shares 13,694 $621K 0.05% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,701 shares; 2025Q1: 15,475 shares; 2025Q2: 13,602 shares; 2025Q3: 13,591 shares; 2025Q4: 13,596 shares; 2026Q1: 13,604 shares 13,604 $620K 0.05% +8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 3,109 shares 3,109 $600K 0.05% +2,000 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,633 shares; 2025Q1: 16,633 shares; 2025Q2: 17,696 shares; 2025Q3: 15,488 shares; 2025Q4: 13,097 shares; 2026Q1: 29,356 shares 29,356 $576K 0.04% +16,259 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: restricted; 2024Q4: 12,162 shares; 2025Q1: 8,201 shares; 2025Q2: 8,280 shares; 2025Q3: 8,156 shares; 2025Q4: 8,156 shares; 2026Q1: 7,581 shares 7,581 $569K 0.04% -575 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: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares 1,522 $564K 0.04% 0 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: restricted; 2024Q4: 742 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 903 shares; 2025Q4: 752 shares; 2026Q1: 854 shares 854 $558K 0.04% +102 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,386 shares; 2025Q1: 32,763 shares; 2025Q2: 31,975 shares; 2025Q3: 27,715 shares; 2025Q4: 27,811 shares; 2026Q1: 28,497 shares 28,497 $557K 0.04% +686 Timeline ISRA 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: restricted; 2024Q4: 9,884 shares; 2025Q1: 9,816 shares; 2025Q2: 8,479 shares; 2025Q3: 8,493 shares; 2025Q4: 8,560 shares; 2026Q1: 9,060 shares 9,060 $548K 0.04% +500 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: restricted; 2024Q4: 868 shares; 2025Q1: 914 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 1,081 shares; 2026Q1: 1,071 shares 1,071 $535K 0.04% -10 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,922 shares; 2025Q1: 70,922 shares; 2025Q2: 70,922 shares; 2025Q3: 70,922 shares; 2025Q4: 70,922 shares; 2026Q1: 70,922 shares 70,922 $535K 0.04% 0 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: restricted; 2024Q4: 9,091 shares; 2025Q1: 9,229 shares; 2025Q2: 12,338 shares; 2025Q3: 13,646 shares; 2025Q4: 13,841 shares; 2026Q1: 13,841 shares 13,841 $532K 0.04% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 5,512 shares; 2026Q1: 5,512 shares 5,512 $504K 0.04% 0 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: restricted; 2024Q4: 775 shares; 2025Q1: 1,704 shares; 2025Q2: 1,585 shares; 2025Q3: 1,579 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares 1,574 $489K 0.04% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,485 shares; 2025Q1: 14,849 shares; 2025Q2: 15,318 shares; 2025Q3: 15,318 shares; 2025Q4: 15,318 shares; 2026Q1: 15,318 shares 15,318 $485K 0.04% 0 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,379 shares; 2025Q1: 39,379 shares; 2025Q2: 39,379 shares; 2025Q3: 39,379 shares; 2025Q4: 39,379 shares; 2026Q1: 39,379 shares 39,379 $481K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,725 shares; 2025Q1: 7,815 shares; 2025Q2: 7,725 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares 7,725 $478K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 4,154 shares 4,154 $470K 0.04% +629 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: restricted; 2024Q4: 19,736 shares; 2025Q1: 14,616 shares; 2025Q2: 14,168 shares; 2025Q3: 14,168 shares; 2025Q4: 14,168 shares; 2026Q1: 13,729 shares 13,729 $466K 0.04% -439 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: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,568 shares; 2025Q2: 1,655 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares; 2026Q1: 1,622 shares 1,622 $466K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: 5,210 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,842 shares; 2026Q1: 3,591 shares 3,591 $446K 0.03% -1,251 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,998 shares; 2025Q4: 9,423 shares; 2026Q1: 9,402 shares 9,402 $428K 0.03% -21 Timeline ICOW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,040 shares 10,040 $426K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,563 shares 1,563 $423K 0.03% new 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: restricted; 2024Q4: 813 shares; 2025Q1: 563 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $398K 0.03% 0 Timeline FTSL 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: restricted; 2024Q4: 25,098 shares; 2025Q1: 8,668 shares; 2025Q2: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 8,668 shares; 2026Q1: 8,668 shares 8,668 $388K 0.03% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,064 shares; 2026Q1: 18,248 shares 18,248 $373K 0.03% +1,184 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 855 shares 855 $368K 0.03% +135 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,059 shares; 2025Q1: 7,059 shares; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 6,872 shares; 2026Q1: 6,872 shares 6,872 $363K 0.03% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,587 shares; 2025Q1: 10,232 shares; 2025Q2: 10,138 shares; 2025Q3: 9,835 shares; 2025Q4: 9,835 shares; 2026Q1: 9,835 shares 9,835 $361K 0.03% 0 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: restricted; 2024Q4: 5,802 shares; 2025Q1: 5,090 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,315 shares; 2026Q1: 5,315 shares 5,315 $359K 0.03% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,998 shares; 2025Q1: 1,617 shares; 2025Q2: 1,711 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,796 shares 1,796 $352K 0.03% +170 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: restricted; 2024Q4: not reported; 2025Q1: 1,246 shares; 2025Q2: 1,329 shares; 2025Q3: 1,229 shares; 2025Q4: 1,252 shares; 2026Q1: 1,225 shares 1,225 $348K 0.03% -27 Timeline IBDW 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: restricted; 2024Q4: 13,680 shares; 2025Q1: 13,680 shares; 2025Q2: 13,680 shares; 2025Q3: 14,219 shares; 2025Q4: 23,682 shares; 2026Q1: 16,560 shares 16,560 $347K 0.03% -7,122 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: restricted; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 260 shares 260 $343K 0.03% -343 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,819 shares; 2025Q1: 8,614 shares; 2025Q2: 8,887 shares; 2025Q3: 8,887 shares; 2025Q4: 8,509 shares; 2026Q1: 8,509 shares 8,509 $341K 0.03% 0 Timeline USRT 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: restricted; 2024Q4: 5,717 shares; 2025Q1: 5,717 shares; 2025Q2: 5,717 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares; 2026Q1: 5,717 shares 5,717 $338K 0.03% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,846 shares; 2025Q1: 7,846 shares; 2025Q2: 7,846 shares; 2025Q3: 7,846 shares; 2025Q4: 7,846 shares; 2026Q1: 7,846 shares 7,846 $320K 0.02% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,849 shares; 2025Q1: 17,849 shares; 2025Q2: 17,849 shares; 2025Q3: 17,849 shares; 2025Q4: 17,849 shares; 2026Q1: 17,849 shares 17,849 $315K 0.02% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,349 shares; 2025Q1: 40,349 shares; 2025Q2: 40,349 shares; 2025Q3: 40,349 shares; 2025Q4: 40,349 shares; 2026Q1: 40,349 shares 40,349 $303K 0.02% 0 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: restricted; 2024Q4: 1,164 shares; 2025Q1: 1,338 shares; 2025Q2: 1,413 shares; 2025Q3: 1,238 shares; 2025Q4: 1,242 shares; 2026Q1: 1,218 shares 1,218 $295K 0.02% -24 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,623 shares; 2025Q1: 27,623 shares; 2025Q2: 27,623 shares; 2025Q3: 27,623 shares; 2025Q4: 27,623 shares; 2026Q1: 27,623 shares 27,623 $295K 0.02% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,881 shares; 2025Q1: 7,514 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares; 2025Q4: 7,179 shares; 2026Q1: 7,179 shares 7,179 $295K 0.02% 0 Timeline REZ 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: restricted; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 3,942 shares; 2025Q3: 3,698 shares; 2025Q4: 3,504 shares; 2026Q1: 3,504 shares 3,504 $292K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $290K 0.02% 0 Timeline SCHK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares; 2025Q4: 9,436 shares; 2026Q1: 9,148 shares 9,148 $287K 0.02% -288 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $286K 0.02% 0 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: restricted; 2024Q4: 9,438 shares; 2025Q1: 3,039 shares; 2025Q2: 2,815 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares 2,817 $281K 0.02% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,803 shares; 2025Q1: 20,803 shares; 2025Q2: 20,803 shares; 2025Q3: 20,803 shares; 2025Q4: 15,196 shares; 2026Q1: 15,196 shares 15,196 $280K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,404 shares; 2025Q1: 1,426 shares; 2025Q2: 1,580 shares; 2025Q3: 1,542 shares; 2025Q4: 1,553 shares; 2026Q1: 1,531 shares 1,531 $279K 0.02% -22 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,795 shares; 2025Q1: 4,772 shares; 2025Q2: 4,161 shares; 2025Q3: 4,178 shares; 2025Q4: 4,418 shares; 2026Q1: 4,781 shares 4,781 $275K 0.02% +363 Timeline VRP 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: restricted; 2024Q4: 12,072 shares; 2025Q1: 11,314 shares; 2025Q2: 11,314 shares; 2025Q3: 11,314 shares; 2025Q4: 11,314 shares; 2026Q1: 11,314 shares 11,314 $271K 0.02% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,859 shares; 2025Q2: 11,896 shares; 2025Q3: 11,096 shares; 2025Q4: 13,114 shares; 2026Q1: 14,413 shares 14,413 $269K 0.02% +1,299 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,956 shares; 2025Q3: 5,598 shares; 2025Q4: 5,598 shares; 2026Q1: 5,598 shares 5,598 $266K 0.02% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares 1,789 $259K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $255K 0.02% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares 132 $253K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,199 shares 1,199 $249K 0.02% -10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 5,620 shares 5,620 $248K 0.02% +20 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: 957 shares; 2025Q2: 966 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 905 shares 905 $246K 0.02% -52 Timeline FRI 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: restricted; 2024Q4: 8,399 shares; 2025Q1: 8,399 shares; 2025Q2: 8,498 shares; 2025Q3: 8,498 shares; 2025Q4: 8,498 shares; 2026Q1: 8,498 shares 8,498 $242K 0.02% 0 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,068 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares 2,899 $241K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397 shares 397 $240K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 834 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $236K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 1,542 shares 1,542 $236K 0.02% -606 Timeline CWI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,425 shares; 2025Q3: 6,425 shares; 2025Q4: 6,425 shares; 2026Q1: 6,425 shares 6,425 $235K 0.02% 0 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares 3,779 $235K 0.02% 0 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares 6,068 $231K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,753 shares; 2025Q1: 1,366 shares; 2025Q2: 1,075 shares; 2025Q3: 970 shares; 2025Q4: 851 shares; 2026Q1: 851 shares 851 $223K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 3,479 shares; 2025Q2: 3,388 shares; 2025Q3: 3,416 shares; 2025Q4: 3,486 shares; 2026Q1: 1,343 shares 1,343 $221K 0.02% -2,143 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,225 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares 1,675 $219K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares 862 $213K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,948 shares 2,948 $206K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares 1,387 $204K 0.02% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,220 shares 10,220 $168K 0.01% new Timeline CohBar Inc CohBar Inc More: the full row for CohBar Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,490 shares; 2025Q1: 181,490 shares; 2025Q2: 181,490 shares; 2025Q3: 181,490 shares; 2025Q4: 181,490 shares; 2026Q1: 181,490 shares 181,490 $74.4K 0.01% 0 TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $57.6K <0.01% 0 Timeline SLMT BRERA HOLDINGS PLC More: the full row for BRERA HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $12.5K <0.01% 0 Timeline