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: 15,394,830 shares; 2024Q4: 16,567,391 shares; 2025Q1: 17,638,531 shares; 2025Q2: 17,798,426 shares; 2025Q3: 18,382,716 shares; 2025Q4: 18,444,319 shares; 2026Q1: 18,815,997 shares 18,815,997 $1.52B 7.33% +371,678 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: 3,943,146 shares; 2024Q4: 4,577,860 shares; 2025Q1: 5,156,039 shares; 2025Q2: 6,039,099 shares; 2025Q3: 6,881,491 shares; 2025Q4: 8,054,977 shares; 2026Q1: 16,874,567 shares 16,874,567 $1.24B 6% +8,819,590 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: 8,923,830 shares; 2024Q4: 9,879,819 shares; 2025Q1: 10,674,112 shares; 2025Q2: 10,928,410 shares; 2025Q3: 11,508,965 shares; 2025Q4: 11,439,869 shares; 2026Q1: 11,522,222 shares 11,522,222 $1.15B 5.56% +82,353 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: 8,479,153 shares; 2024Q4: 15,481,517 shares; 2025Q1: 20,818,228 shares; 2025Q2: 23,820,830 shares; 2025Q3: 25,301,765 shares; 2025Q4: 26,894,586 shares; 2026Q1: 29,096,169 shares 29,096,169 $937M 4.53% +2,201,583 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: 4,910,043 shares; 2024Q4: 5,579,987 shares; 2025Q1: 6,050,359 shares; 2025Q2: 6,733,245 shares; 2025Q3: 7,674,779 shares; 2025Q4: 9,606,480 shares; 2026Q1: 18,058,578 shares 18,058,578 $868M 4.19% +8,452,098 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: 1,752,312 shares; 2024Q4: 2,087,775 shares; 2025Q1: 1,449,571 shares; 2025Q2: 1,627,351 shares; 2025Q3: 2,343,933 shares; 2025Q4: 2,421,782 shares; 2026Q1: 2,597,185 shares 2,597,185 $833M 4.03% +175,403 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: 18,514,362 shares; 2024Q4: 17,956,943 shares; 2025Q1: 16,861,316 shares; 2025Q2: 16,292,388 shares; 2025Q3: 15,995,409 shares; 2025Q4: 15,777,842 shares; 2026Q1: 15,398,022 shares 15,398,022 $746M 3.61% -379,820 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: 4,184,352 shares; 2024Q4: 6,840,022 shares; 2025Q1: 9,358,535 shares; 2025Q2: 13,075,978 shares; 2025Q3: 15,474,245 shares; 2025Q4: 17,497,390 shares; 2026Q1: 20,622,687 shares 20,622,687 $736M 3.56% +3,125,297 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: 5,120,072 shares; 2024Q4: 6,224,628 shares; 2025Q1: 7,260,893 shares; 2025Q2: 8,335,464 shares; 2025Q3: 9,209,940 shares; 2025Q4: 10,256,962 shares; 2026Q1: 11,416,986 shares 11,416,986 $700M 3.38% +1,160,024 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: 6,569,643 shares; 2024Q4: 8,053,126 shares; 2025Q1: 9,303,110 shares; 2025Q2: 11,680,085 shares; 2025Q3: 13,293,613 shares; 2025Q4: 16,083,198 shares; 2026Q1: 18,877,994 shares 18,877,994 $661M 3.2% +2,794,796 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: 9,650,538 shares; 2024Q4: 8,819,732 shares; 2025Q1: 7,562,720 shares; 2025Q2: 7,236,706 shares; 2025Q3: 7,388,731 shares; 2025Q4: 8,024,961 shares; 2026Q1: 12,388,275 shares 12,388,275 $481M 2.33% +4,363,314 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: 7,746,055 shares; 2024Q4: 8,280,161 shares; 2025Q1: 8,412,131 shares; 2025Q2: 8,506,601 shares; 2025Q3: 8,555,677 shares; 2025Q4: 8,589,459 shares; 2026Q1: 8,757,746 shares 8,757,746 $462M 2.23% +168,287 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: 18,977 shares; 2024Q4: 21,861 shares; 2025Q1: 25,706 shares; 2025Q2: 22,160 shares; 2025Q3: 804,556 shares; 2025Q4: 646,119 shares; 2026Q1: 5,941,533 shares 5,941,533 $354M 1.71% +5,295,414 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: 3,718,316 shares; 2024Q4: 4,557,152 shares; 2025Q1: 5,427,948 shares; 2025Q2: 6,656,841 shares; 2025Q3: 7,675,767 shares; 2025Q4: 10,439,385 shares; 2026Q1: 12,749,013 shares 12,749,013 $339M 1.64% +2,309,628 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: 5,190,562 shares; 2024Q4: 5,132,422 shares; 2025Q1: 4,878,936 shares; 2025Q2: 4,788,621 shares; 2025Q3: 4,795,579 shares; 2025Q4: 4,830,800 shares; 2026Q1: 4,783,669 shares 4,783,669 $299M 1.44% -47,131 Timeline JPIE 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: 1,380,954 shares; 2024Q4: 1,921,630 shares; 2025Q1: 2,487,874 shares; 2025Q2: 3,197,643 shares; 2025Q3: 3,524,844 shares; 2025Q4: 3,532,480 shares; 2026Q1: 6,431,394 shares 6,431,394 $296M 1.43% +2,898,914 Timeline IDEV 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: 6,109 shares; 2024Q4: 6,324 shares; 2025Q1: 6,374 shares; 2025Q2: 6,142 shares; 2025Q3: 21,108 shares; 2025Q4: 21,616 shares; 2026Q1: 3,294,618 shares 3,294,618 $275M 1.33% +3,273,002 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: 1,813,416 shares; 2024Q4: 2,155,097 shares; 2025Q1: 2,449,602 shares; 2025Q2: 2,794,752 shares; 2025Q3: 3,537,128 shares; 2025Q4: 3,710,957 shares; 2026Q1: 3,809,462 shares 3,809,462 $244M 1.18% +98,505 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: 738,210 shares; 2024Q4: 766,156 shares; 2025Q1: 653,344 shares; 2025Q2: 683,628 shares; 2025Q3: 722,747 shares; 2025Q4: 705,083 shares; 2026Q1: 795,367 shares 795,367 $202M 0.98% +90,284 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: 1,657,290 shares; 2024Q4: 2,308,782 shares; 2025Q1: 2,968,316 shares; 2025Q2: 3,584,232 shares; 2025Q3: 4,069,810 shares; 2025Q4: 4,015,059 shares; 2026Q1: 3,903,965 shares 3,903,965 $187M 0.9% -111,094 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: 1,645,770 shares; 2024Q4: 2,155,007 shares; 2025Q1: 2,682,336 shares; 2025Q2: 3,147,124 shares; 2025Q3: 3,420,987 shares; 2025Q4: 3,594,862 shares; 2026Q1: 3,505,501 shares 3,505,501 $175M 0.85% -89,361 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: 934,351 shares; 2024Q4: 1,336,233 shares; 2025Q1: 1,877,210 shares; 2025Q2: 2,337,825 shares; 2025Q3: 2,829,931 shares; 2025Q4: 4,330,640 shares; 2026Q1: 3,530,102 shares 3,530,102 $149M 0.72% -800,538 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: 2,279,691 shares; 2024Q4: 2,037,466 shares; 2025Q1: 1,772,397 shares; 2025Q2: 1,642,697 shares; 2025Q3: 1,580,037 shares; 2025Q4: 1,521,672 shares; 2026Q1: 1,494,852 shares 1,494,852 $146M 0.71% -26,820 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: 1,179,181 shares; 2024Q4: 1,045,846 shares; 2025Q1: 1,030,253 shares; 2025Q2: 1,542,490 shares; 2025Q3: 1,579,228 shares; 2025Q4: 2,647,836 shares; 2026Q1: 4,227,172 shares 4,227,172 $146M 0.71% +1,579,336 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: 315,223 shares; 2024Q4: 325,626 shares; 2025Q1: 241,688 shares; 2025Q2: 230,486 shares; 2025Q3: 225,953 shares; 2025Q4: 257,191 shares; 2026Q1: 242,136 shares 242,136 $145M 0.7% -15,055 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: 160,729 shares; 2024Q4: 182,498 shares; 2025Q1: 242,840 shares; 2025Q2: 559,912 shares; 2025Q3: 1,795,780 shares; 2025Q4: 1,628,864 shares; 2026Q1: 1,513,146 shares 1,513,146 $122M 0.59% -115,718 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: 134,989 shares; 2024Q4: 191,370 shares; 2025Q1: 160,075 shares; 2025Q2: 162,576 shares; 2025Q3: 168,567 shares; 2025Q4: 174,526 shares; 2026Q1: 163,816 shares 163,816 $107M 0.51% -10,710 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: 63,071 shares; 2024Q4: 68,733 shares; 2025Q1: 226,088 shares; 2025Q2: 371,993 shares; 2025Q3: 780,288 shares; 2025Q4: 766,697 shares; 2026Q1: 960,379 shares 960,379 $106M 0.51% +193,682 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: 491,008 shares; 2024Q4: 494,941 shares; 2025Q1: 482,169 shares; 2025Q2: 558,490 shares; 2025Q3: 556,570 shares; 2025Q4: 548,003 shares; 2026Q1: 536,934 shares 536,934 $103M 0.5% -11,069 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: 272,759 shares; 2024Q4: 268,847 shares; 2025Q1: 230,223 shares; 2025Q2: 241,372 shares; 2025Q3: 244,351 shares; 2025Q4: 253,540 shares; 2026Q1: 271,057 shares 271,057 $100M 0.48% +17,517 Timeline JCPB 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: 303,122 shares; 2025Q1: 734,724 shares; 2025Q2: 1,872,590 shares; 2025Q3: 2,091,516 shares; 2025Q4: 1,589,416 shares; 2026Q1: 2,093,938 shares 2,093,938 $98.6M 0.48% +504,522 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: 728,853 shares; 2024Q4: 637,420 shares; 2025Q1: 545,371 shares; 2025Q2: 482,449 shares; 2025Q3: 457,507 shares; 2025Q4: 427,052 shares; 2026Q1: 401,793 shares 401,793 $96.4M 0.47% -25,259 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203,009 shares; 2024Q4: 3,456,606 shares; 2025Q1: 3,269,282 shares; 2025Q2: 3,216,323 shares; 2025Q3: 3,347,967 shares; 2025Q4: 3,190,242 shares; 2026Q1: 3,109,373 shares 3,109,373 $94.8M 0.46% -80,869 Timeline SCHC 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: 3,181,896 shares; 2024Q4: 2,851,550 shares; 2025Q1: 2,496,182 shares; 2025Q2: 2,300,703 shares; 2025Q3: 2,376,292 shares; 2025Q4: 2,155,296 shares; 2026Q1: 2,008,640 shares 2,008,640 $93.9M 0.45% -146,656 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: 577,733 shares; 2024Q4: 602,583 shares; 2025Q1: 416,382 shares; 2025Q2: 407,287 shares; 2025Q3: 426,616 shares; 2025Q4: 442,546 shares; 2026Q1: 513,063 shares 513,063 $89.5M 0.43% +70,517 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: 1,112,664 shares; 2024Q4: 1,112,339 shares; 2025Q1: 1,263,237 shares; 2025Q2: 1,240,436 shares; 2025Q3: 1,319,420 shares; 2025Q4: 1,271,841 shares; 2026Q1: 1,203,411 shares 1,203,411 $89.5M 0.43% -68,430 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: 206,146 shares; 2024Q4: 173,434 shares; 2025Q1: 170,287 shares; 2025Q2: 207,145 shares; 2025Q3: 417,548 shares; 2025Q4: 471,585 shares; 2026Q1: 452,560 shares 452,560 $88.8M 0.43% -19,025 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: 2,327,372 shares; 2024Q4: 2,232,372 shares; 2025Q1: 2,084,944 shares; 2025Q2: 2,035,386 shares; 2025Q3: 1,954,751 shares; 2025Q4: 1,875,482 shares; 2026Q1: 1,910,187 shares 1,910,187 $87.2M 0.42% +34,705 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: 37,450 shares; 2024Q4: 37,644 shares; 2025Q1: 36,125 shares; 2025Q2: 241,758 shares; 2025Q3: 237,107 shares; 2025Q4: 89,129 shares; 2026Q1: 197,160 shares 197,160 $86.1M 0.42% +108,031 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: 997,025 shares; 2024Q4: 1,064,450 shares; 2025Q1: 1,115,552 shares; 2025Q2: 1,259,980 shares; 2025Q3: 1,349,054 shares; 2025Q4: 1,374,249 shares; 2026Q1: 1,908,237 shares 1,908,237 $86.1M 0.42% +533,988 Timeline VWOB 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: 550,654 shares; 2024Q4: 776,404 shares; 2025Q1: 985,937 shares; 2025Q2: 1,200,126 shares; 2025Q3: 1,328,981 shares; 2025Q4: 1,326,629 shares; 2026Q1: 1,309,388 shares 1,309,388 $86M 0.42% -17,241 Timeline AVSF 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: 6,758 shares; 2025Q2: not reported; 2025Q3: 2,738,144 shares; 2025Q4: 2,183,371 shares; 2026Q1: 1,764,025 shares 1,764,025 $82.6M 0.4% -419,346 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: 84,780 shares; 2024Q4: 123,879 shares; 2025Q1: 108,067 shares; 2025Q2: 112,608 shares; 2025Q3: 114,621 shares; 2025Q4: 132,095 shares; 2026Q1: 124,780 shares 124,780 $81.5M 0.39% -7,315 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: 1,108,684 shares; 2024Q4: 1,246,122 shares; 2025Q1: 1,309,625 shares; 2025Q2: 1,516,064 shares; 2025Q3: 1,561,024 shares; 2025Q4: 1,469,418 shares; 2026Q1: 1,615,681 shares 1,615,681 $80.6M 0.39% +146,263 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: 1,019,080 shares; 2024Q4: 1,368,693 shares; 2025Q1: 1,352,824 shares; 2025Q2: 1,315,634 shares; 2025Q3: 1,280,869 shares; 2025Q4: 1,189,294 shares; 2026Q1: 1,092,969 shares 1,092,969 $77.7M 0.38% -96,325 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: 569,564 shares; 2024Q4: 1,688,258 shares; 2025Q1: 1,905,538 shares; 2025Q2: 2,307,221 shares; 2025Q3: 2,863,419 shares; 2025Q4: 2,799,604 shares; 2026Q1: 2,969,874 shares 2,969,874 $74.5M 0.36% +170,270 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821,637 shares; 2024Q4: 1,026,767 shares; 2025Q1: 951,454 shares; 2025Q2: 916,262 shares; 2025Q3: 946,977 shares; 2025Q4: 934,418 shares; 2026Q1: 927,780 shares 927,780 $65.8M 0.32% -6,638 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: 849,217 shares; 2024Q4: 2,539,021 shares; 2025Q1: 2,512,709 shares; 2025Q2: 2,472,808 shares; 2025Q3: 2,496,678 shares; 2025Q4: 2,464,660 shares; 2026Q1: 2,500,836 shares 2,500,836 $64.1M 0.31% +36,176 Timeline REET 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: 2,387,324 shares; 2024Q4: 2,381,243 shares; 2025Q1: 2,387,293 shares; 2025Q2: 2,619,388 shares; 2025Q3: 2,577,550 shares; 2025Q4: 2,460,709 shares; 2026Q1: 2,489,929 shares 2,489,929 $62.6M 0.3% +29,220 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: 301,254 shares; 2024Q4: 316,376 shares; 2025Q1: 237,780 shares; 2025Q2: 246,161 shares; 2025Q3: 255,800 shares; 2025Q4: 272,114 shares; 2026Q1: 299,250 shares 299,250 $62.3M 0.3% +27,136 Timeline DLS 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: 821,619 shares; 2024Q4: 803,826 shares; 2025Q1: 779,506 shares; 2025Q2: 758,741 shares; 2025Q3: 801,574 shares; 2025Q4: 775,096 shares; 2026Q1: 751,429 shares 751,429 $61.2M 0.3% -23,667 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: 285,897 shares; 2024Q4: 321,048 shares; 2025Q1: 339,686 shares; 2025Q2: 349,603 shares; 2025Q3: 613,401 shares; 2025Q4: 661,446 shares; 2026Q1: 720,524 shares 720,524 $61.1M 0.3% +59,078 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: 405,448 shares; 2024Q4: 386,790 shares; 2025Q1: 261,507 shares; 2025Q2: 264,513 shares; 2025Q3: 299,873 shares; 2025Q4: 281,708 shares; 2026Q1: 278,034 shares 278,034 $60.4M 0.29% -3,674 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: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,635 shares; 2025Q2: 17,916 shares; 2025Q3: 237,465 shares; 2025Q4: 387,772 shares; 2026Q1: 539,582 shares 539,582 $60M 0.29% +151,810 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: 625,078 shares; 2024Q4: 539,170 shares; 2025Q1: 380,178 shares; 2025Q2: 890,919 shares; 2025Q3: 946,924 shares; 2025Q4: 534,617 shares; 2026Q1: 751,045 shares 751,045 $58.9M 0.28% +216,428 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: not reported; 2024Q4: 28,298 shares; 2025Q1: 27,581 shares; 2025Q2: 28,210 shares; 2025Q3: 27,989 shares; 2025Q4: 26,423 shares; 2026Q1: 956,526 shares 956,526 $56.6M 0.27% +930,103 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: 247,527 shares; 2024Q4: 248,256 shares; 2025Q1: 198,382 shares; 2025Q2: 203,144 shares; 2025Q3: 207,717 shares; 2025Q4: 205,245 shares; 2026Q1: 223,783 shares 223,783 $54.7M 0.26% +18,538 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: 59,437 shares; 2024Q4: 62,133 shares; 2025Q1: 51,657 shares; 2025Q2: 54,272 shares; 2025Q3: 58,443 shares; 2025Q4: 145,929 shares; 2026Q1: 114,021 shares 114,021 $54.6M 0.26% -31,908 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: 114,063 shares; 2024Q4: 108,736 shares; 2025Q1: 105,053 shares; 2025Q2: 118,365 shares; 2025Q3: 119,861 shares; 2025Q4: 114,140 shares; 2026Q1: 123,582 shares 123,582 $52.7M 0.25% +9,442 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: 11,105 shares; 2024Q4: 685,679 shares; 2025Q1: 482,554 shares; 2025Q2: 531,844 shares; 2025Q3: 530,640 shares; 2025Q4: 532,626 shares; 2026Q1: 706,429 shares 706,429 $50.8M 0.25% +173,803 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: 750,731 shares; 2024Q4: 715,971 shares; 2025Q1: 667,811 shares; 2025Q2: 659,346 shares; 2025Q3: 708,423 shares; 2025Q4: 685,185 shares; 2026Q1: 726,177 shares 726,177 $50.7M 0.24% +40,992 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: 534,459 shares; 2024Q4: 526,682 shares; 2025Q1: 508,108 shares; 2025Q2: 495,900 shares; 2025Q3: 499,540 shares; 2025Q4: 554,455 shares; 2026Q1: 516,567 shares 516,567 $50.2M 0.24% -37,888 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,523 shares; 2024Q4: 48,930 shares; 2025Q1: 44,453 shares; 2025Q2: 36,152 shares; 2025Q3: 35,889 shares; 2025Q4: 1,049,261 shares; 2026Q1: 1,264,342 shares 1,264,342 $49.3M 0.24% +215,081 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: 59,152 shares; 2024Q4: 106,981 shares; 2025Q1: 112,711 shares; 2025Q2: 94,613 shares; 2025Q3: 257,292 shares; 2025Q4: 243,680 shares; 2026Q1: 345,197 shares 345,197 $49.2M 0.24% +101,517 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: 53,000 shares; 2024Q4: 49,730 shares; 2025Q1: 45,690 shares; 2025Q2: 48,016 shares; 2025Q3: 48,710 shares; 2025Q4: 48,194 shares; 2026Q1: 52,081 shares 52,081 $47.9M 0.23% +3,887 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: 1,018,021 shares; 2025Q4: 797,244 shares; 2026Q1: 639,155 shares 639,155 $47.8M 0.23% -158,089 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: 248,500 shares; 2024Q4: 239,806 shares; 2025Q1: 235,708 shares; 2025Q2: 252,113 shares; 2025Q3: 264,066 shares; 2025Q4: 278,727 shares; 2026Q1: 274,395 shares 274,395 $46.6M 0.22% -4,332 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: 695,083 shares; 2024Q4: 776,362 shares; 2025Q1: 15,708 shares; 2025Q2: 802,384 shares; 2025Q3: 791,412 shares; 2025Q4: 245,633 shares; 2026Q1: 595,695 shares 595,695 $45.9M 0.22% +350,062 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: 577,397 shares; 2024Q4: 587,191 shares; 2025Q1: 519,317 shares; 2025Q2: 526,512 shares; 2025Q3: 534,170 shares; 2025Q4: 570,199 shares; 2026Q1: 597,051 shares 597,051 $45.4M 0.22% +26,852 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: 144,004 shares; 2024Q4: 161,631 shares; 2025Q1: 122,477 shares; 2025Q2: 132,302 shares; 2025Q3: 133,606 shares; 2025Q4: 140,914 shares; 2026Q1: 154,146 shares 154,146 $45.3M 0.22% +13,232 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: 208,507 shares; 2024Q4: 205,284 shares; 2025Q1: 200,395 shares; 2025Q2: 189,130 shares; 2025Q3: 187,917 shares; 2025Q4: 184,974 shares; 2026Q1: 181,049 shares 181,049 $44.9M 0.22% -3,925 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: 2,578,537 shares; 2024Q4: 1,991,385 shares; 2025Q1: 1,305,257 shares; 2025Q2: 1,082,085 shares; 2025Q3: 1,181,348 shares; 2025Q4: 1,286,300 shares; 2026Q1: 1,247,780 shares 1,247,780 $44.3M 0.21% -38,520 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: 142,228 shares; 2024Q4: 149,387 shares; 2025Q1: 110,552 shares; 2025Q2: 113,073 shares; 2025Q3: 128,343 shares; 2025Q4: 132,349 shares; 2026Q1: 152,445 shares 152,445 $43.8M 0.21% +20,096 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: 2,175,345 shares; 2024Q4: 2,075,112 shares; 2025Q1: 1,769,143 shares; 2025Q2: 2,123,432 shares; 2025Q3: 1,868,690 shares; 2025Q4: 1,213,980 shares; 2026Q1: 1,301,248 shares 1,301,248 $43.8M 0.21% +87,268 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: 1,024,416 shares; 2024Q4: 1,886,204 shares; 2025Q1: 1,697,716 shares; 2025Q2: 1,567,810 shares; 2025Q3: 1,618,372 shares; 2025Q4: 1,516,700 shares; 2026Q1: 1,464,613 shares 1,464,613 $42.6M 0.21% -52,087 Timeline IAGG 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: 549,423 shares; 2024Q4: 598,664 shares; 2025Q1: 719,657 shares; 2025Q2: 748,119 shares; 2025Q3: 766,791 shares; 2025Q4: 767,477 shares; 2026Q1: 830,312 shares 830,312 $41.5M 0.2% +62,835 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: 727,840 shares; 2024Q4: 704,833 shares; 2025Q1: 613,545 shares; 2025Q2: 768,958 shares; 2025Q3: 834,806 shares; 2025Q4: 984,370 shares; 2026Q1: 1,015,915 shares 1,015,915 $40.1M 0.19% +31,545 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 15,146 shares; 2025Q1: 67,828 shares; 2025Q2: 114,269 shares; 2025Q3: 184,968 shares; 2025Q4: 304,662 shares; 2026Q1: 398,007 shares 398,007 $40.1M 0.19% +93,345 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: 142,002 shares; 2024Q4: 153,140 shares; 2025Q1: 120,792 shares; 2025Q2: 124,643 shares; 2025Q3: 125,900 shares; 2025Q4: 132,956 shares; 2026Q1: 138,862 shares 138,862 $39.8M 0.19% +5,906 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: 153,829 shares; 2024Q4: 154,482 shares; 2025Q1: 123,426 shares; 2025Q2: 139,180 shares; 2025Q3: 140,408 shares; 2025Q4: 162,612 shares; 2026Q1: 163,461 shares 163,461 $35.6M 0.17% +849 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,644 shares; 2024Q4: 397,986 shares; 2025Q1: 416,087 shares; 2025Q2: 402,145 shares; 2025Q3: 390,953 shares; 2025Q4: 384,446 shares; 2026Q1: 370,454 shares 370,454 $34.8M 0.17% -13,992 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: 54,685 shares; 2024Q4: 61,081 shares; 2025Q1: 44,864 shares; 2025Q2: 47,711 shares; 2025Q3: 46,092 shares; 2025Q4: 45,470 shares; 2026Q1: 48,964 shares 48,964 $34.7M 0.17% +3,494 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: 525,333 shares; 2024Q4: 500,896 shares; 2025Q1: 446,184 shares; 2025Q2: 445,711 shares; 2025Q3: 433,572 shares; 2025Q4: 411,617 shares; 2026Q1: 390,416 shares 390,416 $34.3M 0.17% -21,201 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: 34,351 shares; 2024Q4: 38,465 shares; 2025Q1: 36,386 shares; 2025Q2: 37,248 shares; 2025Q3: 41,741 shares; 2025Q4: 57,093 shares; 2026Q1: 58,258 shares 58,258 $33.6M 0.16% +1,165 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 153,315 shares; 2025Q1: 94,507 shares; 2025Q2: 401,724 shares; 2025Q3: 396,939 shares; 2025Q4: 290,287 shares; 2026Q1: 362,427 shares 362,427 $31.4M 0.15% +72,140 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: 332,001 shares; 2024Q4: 326,063 shares; 2025Q1: 322,066 shares; 2025Q2: 330,086 shares; 2025Q3: 324,268 shares; 2025Q4: 304,582 shares; 2026Q1: 314,310 shares 314,310 $30.4M 0.15% +9,728 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: 646,549 shares; 2024Q4: 575,470 shares; 2025Q1: 442,864 shares; 2025Q2: 434,521 shares; 2025Q3: 419,709 shares; 2025Q4: 398,083 shares; 2026Q1: 402,318 shares 402,318 $30.2M 0.15% +4,235 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: 451,599 shares; 2024Q4: 461,167 shares; 2025Q1: 456,059 shares; 2025Q2: 454,283 shares; 2025Q3: 451,554 shares; 2025Q4: 452,471 shares; 2026Q1: 442,127 shares 442,127 $29.9M 0.14% -10,344 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: 138,642 shares; 2024Q4: 136,661 shares; 2025Q1: 135,019 shares; 2025Q2: 134,410 shares; 2025Q3: 135,128 shares; 2025Q4: 138,634 shares; 2026Q1: 138,562 shares 138,562 $29.6M 0.14% -72 Timeline DFGX 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: 864,754 shares; 2025Q4: 694,290 shares; 2026Q1: 553,967 shares 553,967 $29.1M 0.14% -140,323 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,196 shares; 2024Q4: 442,787 shares; 2025Q1: 457,502 shares; 2025Q2: 700,797 shares; 2025Q3: 963,646 shares; 2025Q4: 965,864 shares; 2026Q1: 955,805 shares 955,805 $28.8M 0.14% -10,059 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: 269,187 shares; 2024Q4: 257,145 shares; 2025Q1: 212,969 shares; 2025Q2: 208,962 shares; 2025Q3: 214,153 shares; 2025Q4: 220,646 shares; 2026Q1: 229,427 shares 229,427 $28.5M 0.14% +8,781 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: 67,459 shares; 2024Q4: 67,255 shares; 2025Q1: 67,263 shares; 2025Q2: 68,030 shares; 2025Q3: 69,189 shares; 2025Q4: 68,299 shares; 2026Q1: 74,289 shares 74,289 $27.5M 0.13% +5,990 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: 687,915 shares; 2024Q4: 679,361 shares; 2025Q1: 682,842 shares; 2025Q2: 676,178 shares; 2025Q3: 666,118 shares; 2025Q4: 842,852 shares; 2026Q1: 809,746 shares 809,746 $27.5M 0.13% -33,106 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: 349,156 shares; 2024Q4: 323,931 shares; 2025Q1: 265,494 shares; 2025Q2: 237,123 shares; 2025Q3: 249,762 shares; 2025Q4: 235,713 shares; 2026Q1: 220,178 shares 220,178 $27.4M 0.13% -15,535 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 12,902 shares; 2025Q3: 391,204 shares; 2025Q4: 723,257 shares; 2026Q1: 1,005,270 shares 1,005,270 $27.3M 0.13% +282,013 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 19,829 shares; 2025Q1: 14,436 shares; 2025Q2: 9,919 shares; 2025Q3: 23,195 shares; 2025Q4: 468,784 shares; 2026Q1: 321,325 shares 321,325 $26.6M 0.13% -147,459 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,278 shares; 2024Q4: 271,843 shares; 2025Q1: 269,831 shares; 2025Q2: 266,442 shares; 2025Q3: 262,953 shares; 2025Q4: 261,714 shares; 2026Q1: 259,131 shares 259,131 $26.1M 0.13% -2,583 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: 54,567 shares; 2024Q4: 64,126 shares; 2025Q1: 56,496 shares; 2025Q2: 58,064 shares; 2025Q3: 63,482 shares; 2025Q4: 63,644 shares; 2026Q1: 83,783 shares 83,783 $25.9M 0.13% +20,139 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: 41,252 shares; 2024Q4: 48,109 shares; 2025Q1: 37,552 shares; 2025Q2: 39,857 shares; 2025Q3: 39,494 shares; 2025Q4: 42,223 shares; 2026Q1: 45,023 shares 45,023 $25.8M 0.12% +2,800 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: 94,373 shares; 2024Q4: 93,502 shares; 2025Q1: 32,159 shares; 2025Q2: 34,242 shares; 2025Q3: 78,433 shares; 2025Q4: 119,543 shares; 2026Q1: 98,074 shares 98,074 $25.7M 0.12% -21,469 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: 46,247 shares; 2024Q4: 46,518 shares; 2025Q1: 6,800 shares; 2025Q2: 6,593 shares; 2025Q3: 251,876 shares; 2025Q4: 209,751 shares; 2026Q1: 175,578 shares 175,578 $25.6M 0.12% -34,173 Timeline AGGY 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: 742,283 shares; 2024Q4: 716,803 shares; 2025Q1: 662,858 shares; 2025Q2: 631,767 shares; 2025Q3: 613,381 shares; 2025Q4: 597,285 shares; 2026Q1: 587,789 shares 587,789 $25.5M 0.12% -9,496 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: 221,138 shares; 2024Q4: 212,841 shares; 2025Q1: 167,919 shares; 2025Q2: 173,397 shares; 2025Q3: 168,310 shares; 2025Q4: 170,943 shares; 2026Q1: 175,450 shares 175,450 $25.3M 0.12% +4,507 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: 203,408 shares; 2024Q4: 222,831 shares; 2025Q1: 117,982 shares; 2025Q2: 121,303 shares; 2025Q3: 557,485 shares; 2025Q4: 499,845 shares; 2026Q1: 460,249 shares 460,249 $24.9M 0.12% -39,596 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 915,589 shares; 2025Q3: 902,641 shares; 2025Q4: 310,439 shares; 2026Q1: 685,196 shares 685,196 $24.8M 0.12% +374,757 Timeline IYY 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: 161,516 shares; 2024Q4: 161,179 shares; 2025Q1: 155,204 shares; 2025Q2: 154,886 shares; 2025Q3: 154,092 shares; 2025Q4: 154,912 shares; 2026Q1: 154,718 shares 154,718 $24.5M 0.12% -194 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: 1,037,148 shares; 2024Q4: 835,452 shares; 2025Q1: 547,613 shares; 2025Q2: 416,340 shares; 2025Q3: 369,404 shares; 2025Q4: 318,642 shares; 2026Q1: 319,031 shares 319,031 $24.4M 0.12% +389 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: 143,636 shares; 2024Q4: 139,852 shares; 2025Q1: 128,205 shares; 2025Q2: 119,153 shares; 2025Q3: 91,120 shares; 2025Q4: 1,021,391 shares; 2026Q1: 634,956 shares 634,956 $23.3M 0.11% -386,435 Timeline VIOO 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: 269,782 shares; 2024Q4: 261,736 shares; 2025Q1: 244,515 shares; 2025Q2: 229,502 shares; 2025Q3: 223,163 shares; 2025Q4: 211,372 shares; 2026Q1: 202,865 shares 202,865 $23.3M 0.11% -8,507 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: 421,159 shares; 2024Q4: 414,229 shares; 2025Q1: 398,048 shares; 2025Q2: 393,333 shares; 2025Q3: 493,170 shares; 2025Q4: 478,997 shares; 2026Q1: 474,735 shares 474,735 $23.2M 0.11% -4,262 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: 499,434 shares; 2024Q4: 935,587 shares; 2025Q1: 919,839 shares; 2025Q2: 898,148 shares; 2025Q3: 1,027,646 shares; 2025Q4: 1,000,139 shares; 2026Q1: 933,897 shares 933,897 $23.1M 0.11% -66,242 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,823 shares; 2024Q4: 72,460 shares; 2025Q1: 54,983 shares; 2025Q2: 63,242 shares; 2025Q3: 64,486 shares; 2025Q4: 63,849 shares; 2026Q1: 64,494 shares 64,494 $23.1M 0.11% +645 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: 177,531 shares; 2024Q4: 170,231 shares; 2025Q1: 159,820 shares; 2025Q2: 157,026 shares; 2025Q3: 159,372 shares; 2025Q4: 158,356 shares; 2026Q1: 158,587 shares 158,587 $23M 0.11% +231 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: 128,204 shares; 2024Q4: 123,002 shares; 2025Q1: 80,281 shares; 2025Q2: 85,042 shares; 2025Q3: 95,880 shares; 2025Q4: 99,469 shares; 2026Q1: 114,760 shares 114,760 $22.1M 0.11% +15,291 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: 43,586 shares; 2024Q4: 47,065 shares; 2025Q1: 46,899 shares; 2025Q2: 59,722 shares; 2025Q3: 60,124 shares; 2025Q4: 48,079 shares; 2026Q1: 61,120 shares 61,120 $21.8M 0.11% +13,041 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: 214,072 shares; 2024Q4: 208,615 shares; 2025Q1: 189,722 shares; 2025Q2: 193,747 shares; 2025Q3: 235,529 shares; 2025Q4: 231,930 shares; 2026Q1: 236,107 shares 236,107 $21.4M 0.1% +4,177 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: 224,248 shares; 2024Q4: 228,380 shares; 2025Q1: 210,191 shares; 2025Q2: 214,930 shares; 2025Q3: 210,558 shares; 2025Q4: 218,592 shares; 2026Q1: 218,993 shares 218,993 $21.1M 0.1% +401 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: not reported; 2024Q4: 122,542 shares; 2025Q1: 282,451 shares; 2025Q2: 298,810 shares; 2025Q3: 384,517 shares; 2025Q4: 414,522 shares; 2026Q1: 409,013 shares 409,013 $20.7M 0.1% -5,509 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: 191,124 shares; 2024Q4: 744,024 shares; 2025Q1: 737,053 shares; 2025Q2: 724,647 shares; 2025Q3: 717,063 shares; 2025Q4: 698,653 shares; 2026Q1: 692,148 shares 692,148 $20.2M 0.1% -6,505 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: 38,204 shares; 2024Q4: 40,572 shares; 2025Q1: 37,975 shares; 2025Q2: 39,257 shares; 2025Q3: 47,533 shares; 2025Q4: 44,721 shares; 2026Q1: 54,167 shares 54,167 $20.1M 0.1% +9,446 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 118,411 shares; 2025Q1: 322,999 shares; 2025Q2: 463,446 shares; 2025Q3: 453,304 shares; 2025Q4: 457,992 shares; 2026Q1: 845,884 shares 845,884 $19.6M 0.09% +387,892 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: 94,084 shares; 2024Q4: 95,245 shares; 2025Q1: 66,121 shares; 2025Q2: 67,514 shares; 2025Q3: 79,401 shares; 2025Q4: 84,455 shares; 2026Q1: 94,183 shares 94,183 $19.5M 0.09% +9,728 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: 140,771 shares; 2024Q4: 141,063 shares; 2025Q1: 130,716 shares; 2025Q2: 130,369 shares; 2025Q3: 126,226 shares; 2025Q4: 120,833 shares; 2026Q1: 116,491 shares 116,491 $19.3M 0.09% -4,342 Timeline AVSC 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: 479,178 shares; 2025Q4: 374,936 shares; 2026Q1: 310,261 shares 310,261 $19.3M 0.09% -64,675 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,199 shares; 2024Q4: 87,544 shares; 2025Q1: 84,945 shares; 2025Q2: 86,265 shares; 2025Q3: 85,416 shares; 2025Q4: 83,433 shares; 2026Q1: 91,374 shares 91,374 $19.3M 0.09% +7,941 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: 196,268 shares; 2024Q4: 173,785 shares; 2025Q1: 178,321 shares; 2025Q2: 134,170 shares; 2025Q3: 123,569 shares; 2025Q4: 113,113 shares; 2026Q1: 379,636 shares 379,636 $19.2M 0.09% +266,523 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: 24,581 shares; 2024Q4: 23,519 shares; 2025Q1: 23,139 shares; 2025Q2: 77,082 shares; 2025Q3: 76,882 shares; 2025Q4: 35,931 shares; 2026Q1: 63,324 shares 63,324 $19.1M 0.09% +27,393 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: 123,325 shares; 2024Q4: 123,035 shares; 2025Q1: 124,157 shares; 2025Q2: 151,857 shares; 2025Q3: 150,164 shares; 2025Q4: 128,483 shares; 2026Q1: 167,200 shares 167,200 $18.9M 0.09% +38,717 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: 15,351 shares; 2024Q4: 37,579 shares; 2025Q1: 38,429 shares; 2025Q2: 41,262 shares; 2025Q3: 47,405 shares; 2025Q4: 72,314 shares; 2026Q1: 457,115 shares 457,115 $18.8M 0.09% +384,801 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,194 shares; 2024Q4: 678,444 shares; 2025Q1: 769,679 shares; 2025Q2: 539,377 shares; 2025Q3: 539,098 shares; 2025Q4: 467,402 shares; 2026Q1: 467,983 shares 467,983 $18.6M 0.09% +581 Timeline IVOO 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: 119,607 shares; 2024Q4: 116,282 shares; 2025Q1: 106,572 shares; 2025Q2: 97,637 shares; 2025Q3: 95,168 shares; 2025Q4: 250,648 shares; 2026Q1: 161,136 shares 161,136 $18.4M 0.09% -89,512 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: not reported; 2024Q4: 260,221 shares; 2025Q1: 293,254 shares; 2025Q2: 415,990 shares; 2025Q3: 408,224 shares; 2025Q4: 395,043 shares; 2026Q1: 397,652 shares 397,652 $18.4M 0.09% +2,609 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: 53,962 shares; 2024Q4: 54,702 shares; 2025Q1: 53,307 shares; 2025Q2: 48,992 shares; 2025Q3: 50,748 shares; 2025Q4: 48,945 shares; 2026Q1: 49,486 shares 49,486 $18.2M 0.09% +541 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: 64,614 shares; 2024Q4: 61,968 shares; 2025Q1: 48,492 shares; 2025Q2: 50,107 shares; 2025Q3: 51,578 shares; 2025Q4: 51,764 shares; 2026Q1: 54,595 shares 54,595 $18M 0.09% +2,831 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170,853 shares; 2024Q4: 916,608 shares; 2025Q1: 615,686 shares; 2025Q2: 459,558 shares; 2025Q3: 385,751 shares; 2025Q4: 315,096 shares; 2026Q1: 301,052 shares 301,052 $17.8M 0.09% -14,044 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: 54,864 shares; 2024Q4: 50,104 shares; 2025Q1: 46,738 shares; 2025Q2: 49,073 shares; 2025Q3: 49,897 shares; 2025Q4: 48,843 shares; 2026Q1: 56,758 shares 56,758 $17.6M 0.09% +7,915 Timeline EAGG 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: 226,830 shares; 2024Q4: 248,195 shares; 2025Q1: 262,765 shares; 2025Q2: 289,896 shares; 2025Q3: 297,968 shares; 2025Q4: 328,940 shares; 2026Q1: 367,909 shares 367,909 $17.5M 0.08% +38,969 Timeline IJS 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: 208,979 shares; 2024Q4: 185,442 shares; 2025Q1: 165,779 shares; 2025Q2: 144,303 shares; 2025Q3: 156,724 shares; 2025Q4: 149,296 shares; 2026Q1: 143,902 shares 143,902 $17M 0.08% -5,394 Timeline GOVT 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: 891,825 shares; 2025Q1: 956,012 shares; 2025Q2: 834,133 shares; 2025Q3: 828,800 shares; 2025Q4: 797,055 shares; 2026Q1: 739,616 shares 739,616 $16.9M 0.08% -57,439 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: 1,261,967 shares; 2024Q4: 1,012,187 shares; 2025Q1: 698,957 shares; 2025Q2: 599,450 shares; 2025Q3: 553,868 shares; 2025Q4: 958,787 shares; 2026Q1: 712,926 shares 712,926 $16.9M 0.08% -245,861 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 213,085 shares; 2025Q1: 182,184 shares; 2025Q2: 193,959 shares; 2025Q3: 242,604 shares; 2025Q4: 189,191 shares; 2026Q1: 212,798 shares 212,798 $16.7M 0.08% +23,607 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,173 shares; 2024Q4: 17,144 shares; 2025Q1: 17,156 shares; 2025Q2: 15,009 shares; 2025Q3: 63,690 shares; 2025Q4: 157,209 shares; 2026Q1: 209,981 shares 209,981 $16.6M 0.08% +52,772 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: 208,638 shares; 2024Q4: 201,676 shares; 2025Q1: 182,930 shares; 2025Q2: 188,720 shares; 2025Q3: 185,283 shares; 2025Q4: 186,925 shares; 2026Q1: 209,486 shares 209,486 $16.3M 0.08% +22,561 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: 108,061 shares; 2024Q4: 105,052 shares; 2025Q1: 88,846 shares; 2025Q2: 85,275 shares; 2025Q3: 84,815 shares; 2025Q4: 85,005 shares; 2026Q1: 84,756 shares 84,756 $16.1M 0.08% -249 Timeline PDP 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: 162,665 shares; 2024Q4: 155,049 shares; 2025Q1: 147,604 shares; 2025Q2: 139,675 shares; 2025Q3: 138,040 shares; 2025Q4: 135,575 shares; 2026Q1: 132,917 shares 132,917 $16M 0.08% -2,658 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: 13,608 shares; 2024Q4: 14,009 shares; 2025Q1: 10,888 shares; 2025Q2: 11,545 shares; 2025Q3: 12,615 shares; 2025Q4: 12,075 shares; 2026Q1: 15,393 shares 15,393 $15.3M 0.07% +3,318 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,606 shares; 2024Q4: 114,727 shares; 2025Q1: 103,861 shares; 2025Q2: 92,147 shares; 2025Q3: 149,460 shares; 2025Q4: 147,964 shares; 2026Q1: 147,252 shares 147,252 $15.1M 0.07% -712 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: 40,939 shares; 2024Q4: 33,666 shares; 2025Q1: 20,646 shares; 2025Q2: 20,119 shares; 2025Q3: 104,860 shares; 2025Q4: 523,582 shares; 2026Q1: 310,743 shares 310,743 $14.9M 0.07% -212,839 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: 788,091 shares; 2024Q4: 624,013 shares; 2025Q1: 425,739 shares; 2025Q2: 319,561 shares; 2025Q3: 276,831 shares; 2025Q4: 224,056 shares; 2026Q1: 307,346 shares 307,346 $14.9M 0.07% +83,290 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: 174,874 shares; 2024Q4: 508,035 shares; 2025Q1: 497,632 shares; 2025Q2: 486,504 shares; 2025Q3: 489,341 shares; 2025Q4: 479,513 shares; 2026Q1: 479,148 shares 479,148 $14.8M 0.07% -365 Timeline SUSB 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: 400,150 shares; 2024Q4: 411,317 shares; 2025Q1: 429,327 shares; 2025Q2: 445,745 shares; 2025Q3: 524,440 shares; 2025Q4: 542,668 shares; 2026Q1: 575,654 shares 575,654 $14.4M 0.07% +32,986 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: 32,003 shares; 2025Q2: 118,898 shares; 2025Q3: 183,944 shares; 2025Q4: 238,223 shares; 2026Q1: 282,023 shares 282,023 $14.1M 0.07% +43,800 Timeline GWX 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: 89,451 shares; 2024Q4: 75,844 shares; 2025Q1: 69,200 shares; 2025Q2: 354,656 shares; 2025Q3: 345,581 shares; 2025Q4: 219,550 shares; 2026Q1: 330,421 shares 330,421 $14M 0.07% +110,871 Timeline ICSH 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: 242,953 shares; 2024Q4: 224,478 shares; 2025Q1: 217,434 shares; 2025Q2: 183,769 shares; 2025Q3: 175,244 shares; 2025Q4: 218,374 shares; 2026Q1: 275,486 shares 275,486 $13.9M 0.07% +57,112 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: 88,483 shares; 2024Q4: 84,955 shares; 2025Q1: 79,964 shares; 2025Q2: 81,302 shares; 2025Q3: 80,843 shares; 2025Q4: 81,061 shares; 2026Q1: 88,483 shares 88,483 $13.7M 0.07% +7,422 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: 25,428 shares; 2024Q4: 25,217 shares; 2025Q1: 20,316 shares; 2025Q2: 20,339 shares; 2025Q3: 20,502 shares; 2025Q4: 22,021 shares; 2026Q1: 21,907 shares 21,907 $13.5M 0.07% -114 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: 118,264 shares; 2024Q4: 117,187 shares; 2025Q1: 106,431 shares; 2025Q2: 111,558 shares; 2025Q3: 125,169 shares; 2025Q4: 132,015 shares; 2026Q1: 131,378 shares 131,378 $13.5M 0.07% -637 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: 42,333 shares; 2024Q4: 44,038 shares; 2025Q1: 35,851 shares; 2025Q2: 38,680 shares; 2025Q3: 40,781 shares; 2025Q4: 40,543 shares; 2026Q1: 43,613 shares 43,613 $13.2M 0.06% +3,070 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: 371,919 shares; 2024Q4: 381,582 shares; 2025Q1: 221,758 shares; 2025Q2: 230,808 shares; 2025Q3: 233,821 shares; 2025Q4: 243,981 shares; 2026Q1: 269,331 shares 269,331 $13.1M 0.06% +25,350 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: 214,480 shares; 2024Q4: 202,734 shares; 2025Q1: 197,215 shares; 2025Q2: 187,418 shares; 2025Q3: 182,135 shares; 2025Q4: 169,584 shares; 2026Q1: 228,353 shares 228,353 $12.9M 0.06% +58,769 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: 136,158 shares; 2024Q4: 153,509 shares; 2025Q1: 78,429 shares; 2025Q2: 82,241 shares; 2025Q3: 83,488 shares; 2025Q4: 88,272 shares; 2026Q1: 106,935 shares 106,935 $12.9M 0.06% +18,663 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: 32,385 shares; 2024Q4: 49,406 shares; 2025Q1: 43,695 shares; 2025Q2: 48,280 shares; 2025Q3: 53,449 shares; 2025Q4: 51,464 shares; 2026Q1: 128,629 shares 128,629 $12.8M 0.06% +77,165 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: 89,234 shares; 2024Q4: 85,487 shares; 2025Q1: 77,033 shares; 2025Q2: 77,221 shares; 2025Q3: 79,454 shares; 2025Q4: 81,450 shares; 2026Q1: 86,346 shares 86,346 $12.7M 0.06% +4,896 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: 93,077 shares; 2024Q4: 86,896 shares; 2025Q1: 85,552 shares; 2025Q2: 84,435 shares; 2025Q3: 84,710 shares; 2025Q4: 80,533 shares; 2026Q1: 86,766 shares 86,766 $12.7M 0.06% +6,233 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: 318,284 shares; 2024Q4: 603,311 shares; 2025Q1: 573,540 shares; 2025Q2: 545,887 shares; 2025Q3: 526,637 shares; 2025Q4: 501,778 shares; 2026Q1: 469,982 shares 469,982 $12.5M 0.06% -31,796 Timeline VIOV 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: not reported; 2025Q3: not reported; 2025Q4: 246,738 shares; 2026Q1: 119,120 shares 119,120 $12.1M 0.06% -127,618 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: 45,735 shares; 2024Q4: 48,888 shares; 2025Q1: 46,123 shares; 2025Q2: 47,890 shares; 2025Q3: 50,927 shares; 2025Q4: 49,701 shares; 2026Q1: 55,935 shares 55,935 $12M 0.06% +6,234 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: 88,451 shares; 2024Q4: 78,250 shares; 2025Q1: 75,864 shares; 2025Q2: 76,109 shares; 2025Q3: 77,533 shares; 2025Q4: 81,224 shares; 2026Q1: 80,966 shares 80,966 $11.8M 0.06% -258 Timeline DFGP 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: 18,337 shares; 2025Q4: 135,030 shares; 2026Q1: 217,805 shares 217,805 $11.8M 0.06% +82,775 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: 59,038 shares; 2024Q4: 56,333 shares; 2025Q1: 35,364 shares; 2025Q2: 38,472 shares; 2025Q3: 40,720 shares; 2025Q4: 40,687 shares; 2026Q1: 48,055 shares 48,055 $11.6M 0.06% +7,368 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: 67,235 shares; 2024Q4: 80,903 shares; 2025Q1: 81,458 shares; 2025Q2: 76,705 shares; 2025Q3: 74,452 shares; 2025Q4: 94,938 shares; 2026Q1: 270,790 shares 270,790 $11.5M 0.06% +175,852 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: 45,555 shares; 2024Q4: 38,928 shares; 2025Q1: 36,752 shares; 2025Q2: 36,601 shares; 2025Q3: 37,488 shares; 2025Q4: 38,708 shares; 2026Q1: 39,431 shares 39,431 $11.3M 0.05% +723 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,872 shares; 2024Q4: 321,127 shares; 2025Q1: 309,344 shares; 2025Q2: 270,772 shares; 2025Q3: 203,703 shares; 2025Q4: 932,951 shares; 2026Q1: 451,828 shares 451,828 $11M 0.05% -481,123 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: 20,940 shares; 2024Q4: 31,238 shares; 2025Q1: 22,683 shares; 2025Q2: 22,741 shares; 2025Q3: 26,306 shares; 2025Q4: 25,801 shares; 2026Q1: 25,205 shares 25,205 $10.8M 0.05% -596 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to 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: 198,131 shares; 2026Q1: 254,719 shares 254,719 $10.6M 0.05% +56,588 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: 128,204 shares; 2024Q4: 127,896 shares; 2025Q1: 94,477 shares; 2025Q2: 97,519 shares; 2025Q3: 98,146 shares; 2025Q4: 97,598 shares; 2026Q1: 110,120 shares 110,120 $10.2M 0.05% +12,522 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,520 shares; 2024Q4: 101,059 shares; 2025Q1: 85,352 shares; 2025Q2: 72,730 shares; 2025Q3: 69,994 shares; 2025Q4: 64,785 shares; 2026Q1: 65,588 shares 65,588 $10.2M 0.05% +803 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: 20,568 shares; 2024Q4: 20,756 shares; 2025Q1: 17,674 shares; 2025Q2: 19,301 shares; 2025Q3: 18,331 shares; 2025Q4: 19,334 shares; 2026Q1: 20,338 shares 20,338 $10.2M 0.05% +1,004 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,827 shares; 2025Q2: 40,491 shares; 2025Q3: 94,131 shares; 2025Q4: 106,331 shares; 2026Q1: 100,213 shares 100,213 $10.1M 0.05% -6,118 Timeline EES 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: 298,825 shares; 2024Q4: 258,633 shares; 2025Q1: 229,662 shares; 2025Q2: 212,691 shares; 2025Q3: 197,678 shares; 2025Q4: 182,618 shares; 2026Q1: 173,284 shares 173,284 $10.1M 0.05% -9,334 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: 161,789 shares; 2024Q4: 152,096 shares; 2025Q1: 149,450 shares; 2025Q2: 145,022 shares; 2025Q3: 138,802 shares; 2025Q4: 137,274 shares; 2026Q1: 214,339 shares 214,339 $10.1M 0.05% +77,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,114 shares; 2026Q1: 240,173 shares 240,173 $10M 0.05% -941 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: 239,813 shares; 2024Q4: 210,376 shares; 2025Q1: 195,728 shares; 2025Q2: 172,167 shares; 2025Q3: 153,186 shares; 2025Q4: 152,383 shares; 2026Q1: 142,056 shares 142,056 $9.97M 0.05% -10,327 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: 71,611 shares; 2024Q4: 74,518 shares; 2025Q1: 21,961 shares; 2025Q2: 22,970 shares; 2025Q3: 63,417 shares; 2025Q4: 64,074 shares; 2026Q1: 67,115 shares 67,115 $9.75M 0.05% +3,041 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: 309,736 shares; 2024Q4: 309,697 shares; 2025Q1: 282,167 shares; 2025Q2: 303,703 shares; 2025Q3: 304,459 shares; 2025Q4: 272,954 shares; 2026Q1: 332,710 shares 332,710 $9.65M 0.05% +59,756 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: 13,719 shares; 2024Q4: 18,403 shares; 2025Q1: 10,237 shares; 2025Q2: 10,651 shares; 2025Q3: 10,563 shares; 2025Q4: 10,510 shares; 2026Q1: 11,043 shares 11,043 $9.56M 0.05% +533 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: 10,871 shares; 2024Q4: 11,903 shares; 2025Q1: 8,167 shares; 2025Q2: 8,697 shares; 2025Q3: 8,792 shares; 2025Q4: 90,118 shares; 2026Q1: 98,877 shares 98,877 $9.51M 0.05% +8,759 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: 31,630 shares; 2024Q4: 30,676 shares; 2025Q1: 33,535 shares; 2025Q2: 33,524 shares; 2025Q3: 34,993 shares; 2025Q4: 38,622 shares; 2026Q1: 46,470 shares 46,470 $9.45M 0.05% +7,848 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,616 shares; 2024Q4: 59,533 shares; 2025Q1: 27,994 shares; 2025Q2: 27,927 shares; 2025Q3: 27,795 shares; 2025Q4: 28,324 shares; 2026Q1: 28,897 shares 28,897 $9.45M 0.05% +573 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: 41,163 shares; 2024Q4: 41,319 shares; 2025Q1: 24,170 shares; 2025Q2: 25,233 shares; 2025Q3: 26,043 shares; 2025Q4: 25,060 shares; 2026Q1: 30,774 shares 30,774 $9.31M 0.04% +5,714 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: 14,555 shares; 2024Q4: 16,697 shares; 2025Q1: 12,069 shares; 2025Q2: 20,087 shares; 2025Q3: 23,522 shares; 2025Q4: 24,883 shares; 2026Q1: 27,329 shares 27,329 $9.24M 0.04% +2,446 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: 101,991 shares; 2024Q4: 120,274 shares; 2025Q1: 123,417 shares; 2025Q2: 126,792 shares; 2025Q3: 124,129 shares; 2025Q4: 137,352 shares; 2026Q1: 214,628 shares 214,628 $9.09M 0.04% +77,276 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: 38,514 shares; 2024Q4: 39,316 shares; 2025Q1: 20,059 shares; 2025Q2: 22,272 shares; 2025Q3: 22,871 shares; 2025Q4: 26,498 shares; 2026Q1: 31,799 shares 31,799 $9.02M 0.04% +5,301 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: 42,980 shares; 2024Q4: 86,774 shares; 2025Q1: 80,446 shares; 2025Q2: 75,817 shares; 2025Q3: 75,228 shares; 2025Q4: 72,319 shares; 2026Q1: 71,989 shares 71,989 $9.01M 0.04% -330 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: 29,368 shares; 2024Q4: 28,169 shares; 2025Q1: 21,035 shares; 2025Q2: 21,883 shares; 2025Q3: 21,726 shares; 2025Q4: 24,049 shares; 2026Q1: 25,466 shares 25,466 $8.96M 0.04% +1,417 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 20,613 shares; 2025Q1: 19,162 shares; 2025Q2: 647,734 shares; 2025Q3: 640,806 shares; 2025Q4: 254,817 shares; 2026Q1: 155,766 shares 155,766 $8.83M 0.04% -99,051 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: 83,730 shares; 2024Q4: 83,734 shares; 2025Q1: 58,537 shares; 2025Q2: 58,288 shares; 2025Q3: 59,966 shares; 2025Q4: 61,723 shares; 2026Q1: 67,301 shares 67,301 $8.81M 0.04% +5,578 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: 14,922 shares; 2024Q4: 14,202 shares; 2025Q1: 14,015 shares; 2025Q2: 14,375 shares; 2025Q3: 14,062 shares; 2025Q4: 14,516 shares; 2026Q1: 15,607 shares 15,607 $8.79M 0.04% +1,091 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,221 shares; 2024Q4: 144,499 shares; 2025Q1: 131,643 shares; 2025Q2: 131,262 shares; 2025Q3: 131,439 shares; 2025Q4: 132,810 shares; 2026Q1: 133,683 shares 133,683 $8.71M 0.04% +873 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: 21,896 shares; 2024Q4: 21,691 shares; 2025Q1: 21,305 shares; 2025Q2: 20,949 shares; 2025Q3: 20,971 shares; 2025Q4: 20,695 shares; 2026Q1: 21,227 shares 21,227 $8.65M 0.04% +532 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: 89,692 shares; 2024Q4: 95,767 shares; 2025Q1: 88,403 shares; 2025Q2: 91,959 shares; 2025Q3: 95,782 shares; 2025Q4: 102,766 shares; 2026Q1: 108,446 shares 108,446 $8.63M 0.04% +5,680 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: 154,647 shares; 2024Q4: 306,896 shares; 2025Q1: 210,837 shares; 2025Q2: 201,860 shares; 2025Q3: 304,075 shares; 2025Q4: 298,827 shares; 2026Q1: 266,101 shares 266,101 $8.63M 0.04% -32,726 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: 19,162 shares; 2024Q4: 20,236 shares; 2025Q1: 18,803 shares; 2025Q2: 19,473 shares; 2025Q3: 19,068 shares; 2025Q4: 19,663 shares; 2026Q1: 25,125 shares 25,125 $8.59M 0.04% +5,462 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: 97,350 shares; 2024Q4: 87,282 shares; 2025Q1: 72,757 shares; 2025Q2: 62,139 shares; 2025Q3: 73,124 shares; 2025Q4: 71,552 shares; 2026Q1: 80,408 shares 80,408 $8.54M 0.04% +8,856 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,345 shares; 2024Q4: 95,921 shares; 2025Q1: 91,328 shares; 2025Q2: 89,225 shares; 2025Q3: 85,468 shares; 2025Q4: 97,101 shares; 2026Q1: 91,655 shares 91,655 $8.5M 0.04% -5,446 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: 14,531 shares; 2024Q4: 14,373 shares; 2025Q1: 15,315 shares; 2025Q2: 16,945 shares; 2025Q3: 18,131 shares; 2025Q4: 19,820 shares; 2026Q1: 25,142 shares 25,142 $8.49M 0.04% +5,322 Timeline SGVT 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: 33,766 shares; 2025Q4: 95,081 shares; 2026Q1: 83,303 shares 83,303 $8.39M 0.04% -11,778 Timeline EEMS 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: not reported; 2025Q1: not reported; 2025Q2: 125,314 shares; 2025Q3: 124,901 shares; 2025Q4: 66,683 shares; 2026Q1: 119,308 shares 119,308 $8.25M 0.04% +52,625 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: 5,347 shares; 2024Q4: 5,119 shares; 2025Q1: 4,079 shares; 2025Q2: 5,687 shares; 2025Q3: 98,543 shares; 2025Q4: 102,117 shares; 2026Q1: 106,602 shares 106,602 $8.23M 0.04% +4,485 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: 39,828 shares; 2024Q4: 39,521 shares; 2025Q1: 41,545 shares; 2025Q2: 42,201 shares; 2025Q3: 40,661 shares; 2025Q4: 42,757 shares; 2026Q1: 42,812 shares 42,812 $8.12M 0.04% +55 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,089 shares; 2024Q4: 82,114 shares; 2025Q1: 41,864 shares; 2025Q2: 41,450 shares; 2025Q3: 40,720 shares; 2025Q4: 40,909 shares; 2026Q1: 40,734 shares 40,734 $8.08M 0.04% -175 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,304 shares; 2024Q4: 26,609 shares; 2025Q1: 29,037 shares; 2025Q2: 28,992 shares; 2025Q3: 30,219 shares; 2025Q4: 30,382 shares; 2026Q1: 77,360 shares 77,360 $8M 0.04% +46,978 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,239 shares; 2024Q4: 84,633 shares; 2025Q1: 80,686 shares; 2025Q2: 80,306 shares; 2025Q3: 82,073 shares; 2025Q4: 82,003 shares; 2026Q1: 81,869 shares 81,869 $7.96M 0.04% -134 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: 50,085 shares; 2024Q4: 42,484 shares; 2025Q1: 41,301 shares; 2025Q2: 42,868 shares; 2025Q3: 49,724 shares; 2025Q4: 71,707 shares; 2026Q1: 89,308 shares 89,308 $7.92M 0.04% +17,601 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: 2 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $7.9M 0.04% 0 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: 60,743 shares; 2024Q4: 65,509 shares; 2025Q1: 60,703 shares; 2025Q2: 79,095 shares; 2025Q3: 136,528 shares; 2025Q4: 116,058 shares; 2026Q1: 232,657 shares 232,657 $7.88M 0.04% +116,599 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: 39,978 shares; 2024Q4: 40,029 shares; 2025Q1: 39,431 shares; 2025Q2: 38,147 shares; 2025Q3: 38,097 shares; 2025Q4: 37,490 shares; 2026Q1: 38,145 shares 38,145 $7.77M 0.04% +655 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,093 shares; 2024Q4: 165,657 shares; 2025Q1: 156,518 shares; 2025Q2: 152,783 shares; 2025Q3: 242,941 shares; 2025Q4: 238,720 shares; 2026Q1: 234,834 shares 234,834 $7.74M 0.04% -3,886 Timeline VTWV 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: 51,447 shares; 2024Q4: 51,022 shares; 2025Q1: 50,484 shares; 2025Q2: 48,230 shares; 2025Q3: 48,128 shares; 2025Q4: 46,270 shares; 2026Q1: 45,899 shares 45,899 $7.68M 0.04% -371 Timeline SPAB 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: 340,436 shares; 2024Q4: 361,490 shares; 2025Q1: 347,964 shares; 2025Q2: 324,227 shares; 2025Q3: 308,672 shares; 2025Q4: 289,556 shares; 2026Q1: 290,695 shares 290,695 $7.45M 0.04% +1,139 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: 10,950 shares; 2024Q4: 10,715 shares; 2025Q1: 10,795 shares; 2025Q2: 11,827 shares; 2025Q3: 24,299 shares; 2025Q4: 24,446 shares; 2026Q1: 24,693 shares 24,693 $7.38M 0.04% +247 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: 37,632 shares; 2024Q4: 37,404 shares; 2025Q1: 31,071 shares; 2025Q2: 35,487 shares; 2025Q3: 36,969 shares; 2025Q4: 36,740 shares; 2026Q1: 44,108 shares 44,108 $7.26M 0.04% +7,368 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: 36,540 shares; 2024Q4: 45,911 shares; 2025Q1: 26,824 shares; 2025Q2: 27,435 shares; 2025Q3: 27,978 shares; 2025Q4: 28,227 shares; 2026Q1: 29,535 shares 29,535 $7.21M 0.03% +1,308 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,000 shares; 2025Q1: 24,691 shares; 2025Q2: 23,156 shares; 2025Q3: 23,001 shares; 2025Q4: 23,392 shares; 2026Q1: 22,916 shares 22,916 $7.19M 0.03% -476 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: 20,956 shares; 2024Q4: 21,866 shares; 2025Q1: 19,795 shares; 2025Q2: 19,078 shares; 2025Q3: 27,097 shares; 2025Q4: 26,887 shares; 2026Q1: 26,143 shares 26,143 $7.07M 0.03% -744 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: 7,218 shares; 2024Q4: 7,513 shares; 2025Q1: 6,487 shares; 2025Q2: 7,173 shares; 2025Q3: 7,174 shares; 2025Q4: 7,402 shares; 2026Q1: 8,251 shares 8,251 $6.98M 0.03% +849 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: 42,616 shares; 2024Q4: 41,444 shares; 2025Q1: 28,049 shares; 2025Q2: 26,312 shares; 2025Q3: 26,186 shares; 2025Q4: 26,188 shares; 2026Q1: 28,721 shares 28,721 $6.97M 0.03% +2,533 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: 40,434 shares; 2024Q4: 78,297 shares; 2025Q1: 37,800 shares; 2025Q2: 36,432 shares; 2025Q3: 34,767 shares; 2025Q4: 33,305 shares; 2026Q1: 33,710 shares 33,710 $6.94M 0.03% +405 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: 21,655 shares; 2024Q4: 21,949 shares; 2025Q1: 17,129 shares; 2025Q2: 16,818 shares; 2025Q3: 17,140 shares; 2025Q4: 17,708 shares; 2026Q1: 19,442 shares 19,442 $6.92M 0.03% +1,734 Timeline VONV 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: 69,408 shares; 2024Q4: 68,787 shares; 2025Q1: 68,152 shares; 2025Q2: 65,964 shares; 2025Q3: 70,233 shares; 2025Q4: 70,316 shares; 2026Q1: 72,873 shares 72,873 $6.83M 0.03% +2,557 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: 189,823 shares; 2024Q4: 190,061 shares; 2025Q1: 161,837 shares; 2025Q2: 161,592 shares; 2025Q3: 169,549 shares; 2025Q4: 179,118 shares; 2026Q1: 180,013 shares 180,013 $6.81M 0.03% +895 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: 34,206 shares; 2024Q4: 47,405 shares; 2025Q1: 42,544 shares; 2025Q2: 47,351 shares; 2025Q3: 47,678 shares; 2025Q4: 46,990 shares; 2026Q1: 51,392 shares 51,392 $6.78M 0.03% +4,402 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: 9,194 shares; 2024Q4: 9,324 shares; 2025Q1: 4,671 shares; 2025Q2: 5,005 shares; 2025Q3: 5,452 shares; 2025Q4: 6,375 shares; 2026Q1: 7,688 shares 7,688 $6.71M 0.03% +1,313 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: 14,927 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,787 shares; 2025Q4: 61,728 shares; 2026Q1: 61,718 shares 61,718 $6.57M 0.03% -10 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: 46,665 shares; 2024Q4: 47,813 shares; 2025Q1: 27,446 shares; 2025Q2: 35,700 shares; 2025Q3: 35,412 shares; 2025Q4: 32,003 shares; 2026Q1: 39,510 shares 39,510 $6.53M 0.03% +7,507 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: 226,357 shares; 2024Q4: 220,276 shares; 2025Q1: 185,000 shares; 2025Q2: 175,224 shares; 2025Q3: 184,585 shares; 2025Q4: 176,033 shares; 2026Q1: 164,815 shares 164,815 $6.31M 0.03% -11,218 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,951 shares; 2025Q1: 144,073 shares; 2025Q2: 144,105 shares; 2025Q3: 141,593 shares; 2025Q4: 133,008 shares; 2026Q1: 124,762 shares 124,762 $6.28M 0.03% -8,246 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 25,047 shares; 2025Q1: 23,588 shares; 2025Q2: 23,089 shares; 2025Q3: 22,951 shares; 2025Q4: 22,250 shares; 2026Q1: 21,097 shares 21,097 $6.23M 0.03% -1,153 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: 91,120 shares; 2024Q4: 84,870 shares; 2025Q1: 80,105 shares; 2025Q2: 79,307 shares; 2025Q3: 82,446 shares; 2025Q4: 80,522 shares; 2026Q1: 78,394 shares 78,394 $6.2M 0.03% -2,128 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: 33,651 shares; 2024Q4: 34,201 shares; 2025Q1: 17,927 shares; 2025Q2: 20,868 shares; 2025Q3: 22,745 shares; 2025Q4: 24,301 shares; 2026Q1: 27,387 shares 27,387 $6.19M 0.03% +3,086 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,266 shares; 2024Q4: 84,993 shares; 2025Q1: 84,997 shares; 2025Q2: 84,934 shares; 2025Q3: 84,968 shares; 2025Q4: 85,208 shares; 2026Q1: 85,881 shares 85,881 $6.12M 0.03% +673 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: 29,983 shares; 2024Q4: 32,282 shares; 2025Q1: 19,615 shares; 2025Q2: 23,257 shares; 2025Q3: 27,080 shares; 2025Q4: 26,253 shares; 2026Q1: 38,108 shares 38,108 $6.09M 0.03% +11,855 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: 10,810 shares; 2024Q4: 10,995 shares; 2025Q1: 11,364 shares; 2025Q2: 11,458 shares; 2025Q3: 11,559 shares; 2025Q4: 18,799 shares; 2026Q1: 18,626 shares 18,626 $6.01M 0.03% -173 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: 234,276 shares; 2024Q4: 179,758 shares; 2025Q1: 102,365 shares; 2025Q2: 89,462 shares; 2025Q3: 82,870 shares; 2025Q4: 73,458 shares; 2026Q1: 164,009 shares 164,009 $5.87M 0.03% +90,551 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: 61,954 shares; 2024Q4: 65,140 shares; 2025Q1: 53,169 shares; 2025Q2: 55,872 shares; 2025Q3: 59,954 shares; 2025Q4: 56,619 shares; 2026Q1: 60,749 shares 60,749 $5.86M 0.03% +4,130 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,118 shares; 2024Q4: 48,822 shares; 2025Q1: 17,496 shares; 2025Q2: 18,259 shares; 2025Q3: 18,427 shares; 2025Q4: 18,392 shares; 2026Q1: 19,384 shares 19,384 $5.72M 0.03% +992 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: 6,910 shares; 2024Q4: 6,772 shares; 2025Q1: 6,074 shares; 2025Q2: 7,302 shares; 2025Q3: 8,286 shares; 2025Q4: 8,456 shares; 2026Q1: 11,435 shares 11,435 $5.67M 0.03% +2,979 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,582 shares; 2025Q1: 5,047 shares; 2025Q2: 6,062 shares; 2025Q3: 5,928 shares; 2025Q4: 6,043 shares; 2026Q1: 8,005 shares 8,005 $5.59M 0.03% +1,962 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,030 shares; 2024Q4: 94,410 shares; 2025Q1: 92,801 shares; 2025Q2: 93,407 shares; 2025Q3: 96,213 shares; 2025Q4: 97,985 shares; 2026Q1: 97,798 shares 97,798 $5.55M 0.03% -187 Timeline SMB 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: 328,291 shares; 2025Q4: 324,280 shares; 2026Q1: 318,739 shares 318,739 $5.51M 0.03% -5,541 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: 22,790 shares; 2025Q1: 19,574 shares; 2025Q2: 25,660 shares; 2025Q3: 26,068 shares; 2025Q4: 26,009 shares; 2026Q1: 25,696 shares 25,696 $5.49M 0.03% -313 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: 9,279 shares; 2024Q4: 9,910 shares; 2025Q1: 7,183 shares; 2025Q2: 8,182 shares; 2025Q3: 7,515 shares; 2025Q4: 9,491 shares; 2026Q1: 9,052 shares 9,052 $5.47M 0.03% -439 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: 252,490 shares; 2024Q4: 234,529 shares; 2025Q1: 162,725 shares; 2025Q2: 158,700 shares; 2025Q3: 173,795 shares; 2025Q4: 161,492 shares; 2026Q1: 194,065 shares 194,065 $5.45M 0.03% +32,573 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: 92,244 shares; 2024Q4: 92,256 shares; 2025Q1: 73,537 shares; 2025Q2: 89,859 shares; 2025Q3: 92,345 shares; 2025Q4: 80,757 shares; 2026Q1: 108,442 shares 108,442 $5.44M 0.03% +27,685 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: 8,319 shares; 2024Q4: 9,316 shares; 2025Q1: 9,232 shares; 2025Q2: 9,783 shares; 2025Q3: 10,325 shares; 2025Q4: 12,862 shares; 2026Q1: 17,068 shares 17,068 $5.43M 0.03% +4,206 Timeline JMOM 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: 102,672 shares; 2024Q4: 96,630 shares; 2025Q1: 86,232 shares; 2025Q2: 82,951 shares; 2025Q3: 81,724 shares; 2025Q4: 78,959 shares; 2026Q1: 79,886 shares 79,886 $5.43M 0.03% +927 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: 64,642 shares; 2025Q1: 37,587 shares; 2025Q2: 38,472 shares; 2025Q3: 38,745 shares; 2025Q4: 39,287 shares; 2026Q1: 43,271 shares 43,271 $5.31M 0.03% +3,984 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,199 shares; 2024Q4: 107,167 shares; 2025Q1: 146,401 shares; 2025Q2: 208,987 shares; 2025Q3: 267,379 shares; 2025Q4: 453,084 shares; 2026Q1: 507,143 shares 507,143 $5.24M 0.03% +54,059 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: 19,341 shares; 2024Q4: 19,168 shares; 2025Q1: 16,475 shares; 2025Q2: 17,658 shares; 2025Q3: 18,537 shares; 2025Q4: 18,854 shares; 2026Q1: 21,947 shares 21,947 $5.19M 0.03% +3,093 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: 18,802 shares; 2024Q4: 19,280 shares; 2025Q1: 17,879 shares; 2025Q2: 18,086 shares; 2025Q3: 18,249 shares; 2025Q4: 36,387 shares; 2026Q1: 38,768 shares 38,768 $5.15M 0.02% +2,381 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: 40,937 shares; 2024Q4: 35,531 shares; 2025Q1: 35,500 shares; 2025Q2: 35,029 shares; 2025Q3: 34,944 shares; 2025Q4: 40,138 shares; 2026Q1: 40,058 shares 40,058 $5.13M 0.02% -80 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: 3,433 shares; 2024Q4: 3,710 shares; 2025Q1: 5,373 shares; 2025Q2: 5,330 shares; 2025Q3: 5,272 shares; 2025Q4: 4,864 shares; 2026Q1: 5,656 shares 5,656 $5.06M 0.02% +792 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: 9,200 shares; 2024Q4: 9,075 shares; 2025Q1: 9,183 shares; 2025Q2: 9,133 shares; 2025Q3: 9,222 shares; 2025Q4: 11,642 shares; 2026Q1: 11,640 shares 11,640 $5.05M 0.02% -2 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: 37,173 shares; 2024Q4: 39,379 shares; 2025Q1: 37,599 shares; 2025Q2: 43,320 shares; 2025Q3: 44,260 shares; 2025Q4: 44,437 shares; 2026Q1: 45,391 shares 45,391 $4.98M 0.02% +954 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: 5,243 shares; 2024Q4: 5,942 shares; 2025Q1: 5,205 shares; 2025Q2: 6,309 shares; 2025Q3: 6,836 shares; 2025Q4: 6,639 shares; 2026Q1: 7,294 shares 7,294 $4.98M 0.02% +655 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: 34,079 shares; 2024Q4: 108,645 shares; 2025Q1: 109,785 shares; 2025Q2: 117,580 shares; 2025Q3: 130,366 shares; 2025Q4: 213,131 shares; 2026Q1: 177,453 shares 177,453 $4.94M 0.02% -35,678 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: 175,029 shares; 2024Q4: 179,800 shares; 2025Q1: 26,867 shares; 2025Q2: 28,555 shares; 2025Q3: 19,782 shares; 2025Q4: 18,304 shares; 2026Q1: 21,456 shares 21,456 $4.93M 0.02% +3,152 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,827 shares; 2026Q1: 64,261 shares 64,261 $4.86M 0.02% -84,566 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367,970 shares; 2025Q2: 281,509 shares; 2025Q3: 231,333 shares; 2025Q4: 133,050 shares; 2026Q1: 128,612 shares 128,612 $4.79M 0.02% -4,438 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: 27,719 shares; 2024Q4: 29,359 shares; 2025Q1: 23,344 shares; 2025Q2: 28,409 shares; 2025Q3: 29,715 shares; 2025Q4: 30,474 shares; 2026Q1: 34,941 shares 34,941 $4.75M 0.02% +4,467 Timeline CATH 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: 27,758 shares; 2024Q4: 28,464 shares; 2025Q1: 28,359 shares; 2025Q2: 66,333 shares; 2025Q3: 67,327 shares; 2025Q4: 37,541 shares; 2026Q1: 60,751 shares 60,751 $4.75M 0.02% +23,210 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: 100,623 shares; 2024Q4: 104,107 shares; 2025Q1: 55,606 shares; 2025Q2: 63,599 shares; 2025Q3: 63,465 shares; 2025Q4: 66,451 shares; 2026Q1: 71,755 shares 71,755 $4.74M 0.02% +5,304 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,000 shares; 2024Q4: 74,341 shares; 2025Q1: 56,045 shares; 2025Q2: 57,093 shares; 2025Q3: 53,126 shares; 2025Q4: 51,831 shares; 2026Q1: 47,908 shares 47,908 $4.72M 0.02% -3,923 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: 56,468 shares; 2024Q4: 55,488 shares; 2025Q1: 54,276 shares; 2025Q2: 53,089 shares; 2025Q3: 54,703 shares; 2025Q4: 52,182 shares; 2026Q1: 49,078 shares 49,078 $4.69M 0.02% -3,104 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: 95,400 shares; 2024Q4: 96,631 shares; 2025Q1: 50,899 shares; 2025Q2: 56,555 shares; 2025Q3: 53,483 shares; 2025Q4: 70,505 shares; 2026Q1: 77,258 shares 77,258 $4.69M 0.02% +6,753 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: 16,596 shares; 2024Q4: 17,567 shares; 2025Q1: 13,664 shares; 2025Q2: 14,675 shares; 2025Q3: 15,061 shares; 2025Q4: 16,317 shares; 2026Q1: 22,507 shares 22,507 $4.67M 0.02% +6,190 Timeline ESML 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: 212,718 shares; 2024Q4: 171,775 shares; 2025Q1: 152,138 shares; 2025Q2: 134,571 shares; 2025Q3: 130,087 shares; 2025Q4: 101,443 shares; 2026Q1: 97,610 shares 97,610 $4.59M 0.02% -3,833 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: 84,229 shares; 2024Q4: 82,966 shares; 2025Q1: 27,671 shares; 2025Q2: 30,204 shares; 2025Q3: 29,399 shares; 2025Q4: 31,980 shares; 2026Q1: 40,326 shares 40,326 $4.57M 0.02% +8,346 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: 33,461 shares; 2024Q4: 96,871 shares; 2025Q1: 97,311 shares; 2025Q2: 116,794 shares; 2025Q3: 115,859 shares; 2025Q4: 129,592 shares; 2026Q1: 146,517 shares 146,517 $4.5M 0.02% +16,925 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: 10,594 shares; 2024Q4: 11,191 shares; 2025Q1: 17,868 shares; 2025Q2: 19,353 shares; 2025Q3: 19,256 shares; 2025Q4: 18,935 shares; 2026Q1: 22,029 shares 22,029 $4.48M 0.02% +3,094 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: 11,119 shares; 2024Q4: 14,411 shares; 2025Q1: 15,148 shares; 2025Q2: 24,929 shares; 2025Q3: 29,515 shares; 2025Q4: 34,778 shares; 2026Q1: 41,089 shares 41,089 $4.45M 0.02% +6,311 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: 7,908 shares; 2024Q4: 8,768 shares; 2025Q1: 7,671 shares; 2025Q2: 20,185 shares; 2025Q3: 21,242 shares; 2025Q4: 20,958 shares; 2026Q1: 24,332 shares 24,332 $4.44M 0.02% +3,374 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: 12,114 shares; 2024Q4: 12,211 shares; 2025Q1: 11,772 shares; 2025Q2: 13,226 shares; 2025Q3: 14,307 shares; 2025Q4: 13,866 shares; 2026Q1: 15,184 shares 15,184 $4.43M 0.02% +1,318 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: 28,043 shares; 2024Q4: 23,940 shares; 2025Q1: 22,055 shares; 2025Q2: 23,331 shares; 2025Q3: 23,773 shares; 2025Q4: 27,229 shares; 2026Q1: 29,323 shares 29,323 $4.34M 0.02% +2,094 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: 27,100 shares; 2024Q4: 22,729 shares; 2025Q1: 18,265 shares; 2025Q2: 18,808 shares; 2025Q3: 18,803 shares; 2025Q4: 20,182 shares; 2026Q1: 21,675 shares 21,675 $4.31M 0.02% +1,493 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: 143,481 shares; 2024Q4: 232,918 shares; 2025Q1: 107,112 shares; 2025Q2: 94,860 shares; 2025Q3: 93,024 shares; 2025Q4: 90,595 shares; 2026Q1: 97,644 shares 97,644 $4.31M 0.02% +7,049 Timeline MDYV 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: not reported; 2025Q4: not reported; 2026Q1: 50,577 shares 50,577 $4.31M 0.02% new 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: 41,697 shares; 2024Q4: 40,021 shares; 2025Q1: 37,420 shares; 2025Q2: 36,886 shares; 2025Q3: 36,964 shares; 2025Q4: 58,369 shares; 2026Q1: 45,232 shares 45,232 $4.28M 0.02% -13,137 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: 27,363 shares; 2024Q4: 27,921 shares; 2025Q1: 21,386 shares; 2025Q2: 24,635 shares; 2025Q3: 25,495 shares; 2025Q4: 27,084 shares; 2026Q1: 30,192 shares 30,192 $4.21M 0.02% +3,108 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: 7,808 shares; 2024Q4: 7,825 shares; 2025Q1: 6,749 shares; 2025Q2: 6,563 shares; 2025Q3: 7,072 shares; 2025Q4: 7,956 shares; 2026Q1: 8,538 shares 8,538 $4.2M 0.02% +582 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: 17,819 shares; 2024Q4: 14,700 shares; 2025Q1: 13,382 shares; 2025Q2: 16,251 shares; 2025Q3: 16,250 shares; 2025Q4: 16,097 shares; 2026Q1: 16,872 shares 16,872 $4.17M 0.02% +775 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: 132,789 shares; 2024Q4: 128,492 shares; 2025Q1: 126,386 shares; 2025Q2: 125,951 shares; 2025Q3: 123,298 shares; 2025Q4: 110,868 shares; 2026Q1: 113,628 shares 113,628 $4.16M 0.02% +2,760 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: 24,759 shares; 2024Q4: 31,253 shares; 2025Q1: 30,910 shares; 2025Q2: 31,834 shares; 2025Q3: 36,775 shares; 2025Q4: 41,298 shares; 2026Q1: 47,157 shares 47,157 $4.16M 0.02% +5,859 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: 16,518 shares; 2024Q4: 16,382 shares; 2025Q1: 6,881 shares; 2025Q2: 7,637 shares; 2025Q3: 7,970 shares; 2025Q4: 8,158 shares; 2026Q1: 11,497 shares 11,497 $4.11M 0.02% +3,339 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: 16,588 shares; 2024Q4: 10,408 shares; 2025Q1: 7,989 shares; 2025Q2: 8,826 shares; 2025Q3: 8,912 shares; 2025Q4: 9,549 shares; 2026Q1: 12,593 shares 12,593 $4.1M 0.02% +3,044 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: 27,724 shares; 2024Q4: 23,699 shares; 2025Q1: 20,366 shares; 2025Q2: 22,062 shares; 2025Q3: 22,950 shares; 2025Q4: 22,890 shares; 2026Q1: 22,199 shares 22,199 $4.09M 0.02% -691 Timeline ESGE 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: 94,173 shares; 2024Q4: 88,369 shares; 2025Q1: 87,587 shares; 2025Q2: 98,947 shares; 2025Q3: 101,196 shares; 2025Q4: 80,357 shares; 2026Q1: 89,925 shares 89,925 $4.09M 0.02% +9,568 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: 25,266 shares; 2024Q4: 25,818 shares; 2025Q1: 19,807 shares; 2025Q2: 19,431 shares; 2025Q3: 19,409 shares; 2025Q4: 19,771 shares; 2026Q1: 21,034 shares 21,034 $4.08M 0.02% +1,263 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: 28,253 shares; 2024Q4: 29,312 shares; 2025Q1: 20,475 shares; 2025Q2: 23,751 shares; 2025Q3: 24,094 shares; 2025Q4: 24,468 shares; 2026Q1: 29,943 shares 29,943 $4.05M 0.02% +5,475 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 19,722 shares; 2025Q1: 12,844 shares; 2025Q2: 16,028 shares; 2025Q3: 17,986 shares; 2025Q4: 21,464 shares; 2026Q1: 27,681 shares 27,681 $4.05M 0.02% +6,217 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: 17,749 shares; 2024Q4: 17,644 shares; 2025Q1: 17,778 shares; 2025Q2: 19,449 shares; 2025Q3: 21,242 shares; 2025Q4: 20,727 shares; 2026Q1: 30,801 shares 30,801 $4.04M 0.02% +10,074 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: 57,536 shares; 2024Q4: 56,803 shares; 2025Q1: 35,296 shares; 2025Q2: 37,616 shares; 2025Q3: 34,250 shares; 2025Q4: 37,322 shares; 2026Q1: 40,981 shares 40,981 $4.03M 0.02% +3,659 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,741 shares; 2025Q3: 139,060 shares; 2025Q4: 132,575 shares; 2026Q1: 116,747 shares 116,747 $3.94M 0.02% -15,828 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: 17,668 shares; 2024Q4: 16,872 shares; 2025Q1: 15,547 shares; 2025Q2: 16,201 shares; 2025Q3: 15,369 shares; 2025Q4: 15,273 shares; 2026Q1: 15,302 shares 15,302 $3.94M 0.02% +29 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: 66,032 shares; 2024Q4: 62,511 shares; 2025Q1: 60,812 shares; 2025Q2: 60,735 shares; 2025Q3: 94,538 shares; 2025Q4: 86,773 shares; 2026Q1: 86,072 shares 86,072 $3.92M 0.02% -701 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: 29,576 shares; 2024Q4: 32,109 shares; 2025Q1: 26,660 shares; 2025Q2: 27,142 shares; 2025Q3: 26,691 shares; 2025Q4: 17,312 shares; 2026Q1: 17,785 shares 17,785 $3.9M 0.02% +473 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: 7,341 shares; 2025Q1: 3,493 shares; 2025Q2: 3,739 shares; 2025Q3: 3,933 shares; 2025Q4: 3,976 shares; 2026Q1: 4,017 shares 4,017 $3.86M 0.02% +41 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: 49,263 shares; 2024Q4: 49,733 shares; 2025Q1: 22,542 shares; 2025Q2: 24,946 shares; 2025Q3: 25,634 shares; 2025Q4: 26,734 shares; 2026Q1: 31,992 shares 31,992 $3.8M 0.02% +5,258 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: 45,803 shares; 2024Q4: 45,722 shares; 2025Q1: 23,910 shares; 2025Q2: 25,578 shares; 2025Q3: 26,888 shares; 2025Q4: 26,093 shares; 2026Q1: 28,869 shares 28,869 $3.78M 0.02% +2,776 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,504,767 shares 1,504,767 $3.78M 0.02% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,789 shares; 2025Q1: 72,787 shares; 2025Q2: 72,869 shares; 2025Q3: 72,733 shares; 2025Q4: 74,614 shares; 2026Q1: 75,428 shares 75,428 $3.77M 0.02% +814 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: 12,561 shares; 2024Q4: 12,910 shares; 2025Q1: 5,200 shares; 2025Q2: 5,568 shares; 2025Q3: 5,848 shares; 2025Q4: 6,108 shares; 2026Q1: 6,987 shares 6,987 $3.76M 0.02% +879 Timeline IVOV 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: 44,269 shares; 2024Q4: 43,183 shares; 2025Q1: 42,730 shares; 2025Q2: 41,435 shares; 2025Q3: 38,436 shares; 2025Q4: 36,962 shares; 2026Q1: 36,576 shares 36,576 $3.73M 0.02% -386 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: 12,387 shares; 2024Q4: 12,823 shares; 2025Q1: 12,405 shares; 2025Q2: 13,201 shares; 2025Q3: 12,537 shares; 2025Q4: 12,582 shares; 2026Q1: 13,259 shares 13,259 $3.7M 0.02% +677 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 19,405 shares; 2025Q1: not reported; 2025Q2: 56,404 shares; 2025Q3: 55,395 shares; 2025Q4: not reported; 2026Q1: 53,787 shares 53,787 $3.68M 0.02% new 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: 8,966 shares; 2024Q4: 25,931 shares; 2025Q1: 39,871 shares; 2025Q2: 37,821 shares; 2025Q3: 37,473 shares; 2025Q4: 72,510 shares; 2026Q1: 59,862 shares 59,862 $3.67M 0.02% -12,648 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: 7,963 shares; 2024Q4: 7,442 shares; 2025Q1: 7,458 shares; 2025Q2: 7,799 shares; 2025Q3: 7,483 shares; 2025Q4: 7,867 shares; 2026Q1: 7,907 shares 7,907 $3.66M 0.02% +40 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,044 shares; 2025Q1: 15,217 shares; 2025Q2: 15,237 shares; 2025Q3: 15,238 shares; 2025Q4: 15,244 shares; 2026Q1: 17,275 shares 17,275 $3.65M 0.02% +2,031 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: 24,187 shares; 2024Q4: 24,422 shares; 2025Q1: 18,949 shares; 2025Q2: 22,402 shares; 2025Q3: 22,269 shares; 2025Q4: 22,349 shares; 2026Q1: 27,797 shares 27,797 $3.58M 0.02% +5,448 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: 15,399 shares; 2024Q4: 15,327 shares; 2025Q1: 13,322 shares; 2025Q2: 14,129 shares; 2025Q3: 15,035 shares; 2025Q4: 14,101 shares; 2026Q1: 19,176 shares 19,176 $3.58M 0.02% +5,075 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: 2,505 shares; 2024Q4: 2,305 shares; 2025Q1: 1,964 shares; 2025Q2: 2,082 shares; 2025Q3: 2,118 shares; 2025Q4: 2,224 shares; 2026Q1: 2,410 shares 2,410 $3.55M 0.02% +186 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: 71,636 shares; 2024Q4: 35,713 shares; 2025Q1: 30,128 shares; 2025Q2: 35,770 shares; 2025Q3: 38,751 shares; 2025Q4: 38,760 shares; 2026Q1: 49,050 shares 49,050 $3.52M 0.02% +10,290 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: 13,172 shares; 2024Q4: 14,152 shares; 2025Q1: 14,015 shares; 2025Q2: 17,616 shares; 2025Q3: 17,130 shares; 2025Q4: 18,052 shares; 2026Q1: 19,174 shares 19,174 $3.49M 0.02% +1,122 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: 117,498 shares; 2024Q4: 120,040 shares; 2025Q1: 31,352 shares; 2025Q2: 30,529 shares; 2025Q3: 29,917 shares; 2025Q4: 31,967 shares; 2026Q1: 46,462 shares 46,462 $3.46M 0.02% +14,495 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: 80,976 shares; 2024Q4: 83,986 shares; 2025Q1: 42,664 shares; 2025Q2: 46,154 shares; 2025Q3: 43,900 shares; 2025Q4: 74,492 shares; 2026Q1: 83,669 shares 83,669 $3.43M 0.02% +9,177 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: 16,219 shares; 2024Q4: 15,698 shares; 2025Q1: 11,680 shares; 2025Q2: 11,411 shares; 2025Q3: 11,730 shares; 2025Q4: 11,936 shares; 2026Q1: 13,128 shares 13,128 $3.42M 0.02% +1,192 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: 103,307 shares; 2024Q4: 100,566 shares; 2025Q1: 85,088 shares; 2025Q2: 94,698 shares; 2025Q3: 93,261 shares; 2025Q4: 97,514 shares; 2026Q1: 101,643 shares 101,643 $3.41M 0.02% +4,129 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: 11,371 shares; 2024Q4: 11,382 shares; 2025Q1: 11,405 shares; 2025Q2: 15,119 shares; 2025Q3: 16,304 shares; 2025Q4: 19,982 shares; 2026Q1: 22,246 shares 22,246 $3.4M 0.02% +2,264 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: 26,851 shares; 2024Q4: 23,951 shares; 2025Q1: 25,838 shares; 2025Q2: 23,468 shares; 2025Q3: 82,866 shares; 2025Q4: 80,793 shares; 2026Q1: 73,276 shares 73,276 $3.4M 0.02% -7,517 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: 60,847 shares; 2024Q4: 39,802 shares; 2025Q1: 37,501 shares; 2025Q2: 38,093 shares; 2025Q3: 37,096 shares; 2025Q4: 38,011 shares; 2026Q1: 36,921 shares 36,921 $3.37M 0.02% -1,090 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: 26,299 shares; 2024Q4: 25,716 shares; 2025Q1: 24,975 shares; 2025Q2: 24,548 shares; 2025Q3: 25,499 shares; 2025Q4: 24,921 shares; 2026Q1: 23,689 shares 23,689 $3.35M 0.02% -1,232 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: 58,379 shares; 2024Q4: 61,049 shares; 2025Q1: 46,901 shares; 2025Q2: 47,947 shares; 2025Q3: 53,779 shares; 2025Q4: 56,856 shares; 2026Q1: 64,092 shares 64,092 $3.33M 0.02% +7,236 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: 8,184 shares; 2024Q4: 7,837 shares; 2025Q1: 5,993 shares; 2025Q2: 6,770 shares; 2025Q3: 7,611 shares; 2025Q4: 7,753 shares; 2026Q1: 9,569 shares 9,569 $3.3M 0.02% +1,816 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: 5,773 shares; 2024Q4: 6,803 shares; 2025Q1: 5,741 shares; 2025Q2: 5,797 shares; 2025Q3: 5,734 shares; 2025Q4: 5,932 shares; 2026Q1: 7,115 shares 7,115 $3.28M 0.02% +1,183 Timeline VLUE 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: 78,471 shares; 2024Q4: 74,707 shares; 2025Q1: 29,678 shares; 2025Q2: 29,803 shares; 2025Q3: 29,713 shares; 2025Q4: 23,841 shares; 2026Q1: 23,048 shares 23,048 $3.28M 0.02% -793 Timeline AVMU 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: 56,015 shares; 2025Q4: 70,477 shares; 2026Q1: 71,464 shares 71,464 $3.27M 0.02% +987 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: 9,982 shares; 2024Q4: 10,239 shares; 2025Q1: 5,771 shares; 2025Q2: 4,614 shares; 2025Q3: 5,036 shares; 2025Q4: 10,968 shares; 2026Q1: 11,304 shares 11,304 $3.24M 0.02% +336 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,638 shares; 2025Q1: 2,622 shares; 2025Q2: 2,563 shares; 2025Q3: 2,960 shares; 2025Q4: 2,831 shares; 2026Q1: 2,972 shares 2,972 $3.24M 0.02% +141 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,279 shares; 2024Q4: 32,220 shares; 2025Q1: 31,153 shares; 2025Q2: 30,755 shares; 2025Q3: 30,091 shares; 2025Q4: 28,778 shares; 2026Q1: 29,096 shares 29,096 $3.24M 0.02% +318 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,259 shares; 2025Q1: 11,281 shares; 2025Q2: 14,974 shares; 2025Q3: 15,444 shares; 2025Q4: 19,059 shares; 2026Q1: 19,133 shares 19,133 $3.24M 0.02% +74 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: 40,863 shares; 2024Q4: 40,061 shares; 2025Q1: 34,776 shares; 2025Q2: 31,361 shares; 2025Q3: 30,680 shares; 2025Q4: 28,978 shares; 2026Q1: 36,020 shares 36,020 $3.23M 0.02% +7,042 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: 71,584 shares; 2024Q4: 70,976 shares; 2025Q1: 17,188 shares; 2025Q2: 19,367 shares; 2025Q3: 20,141 shares; 2025Q4: 21,540 shares; 2026Q1: 24,599 shares 24,599 $3.22M 0.02% +3,059 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: 20,802 shares; 2024Q4: 18,300 shares; 2025Q1: 16,624 shares; 2025Q2: 19,240 shares; 2025Q3: 19,818 shares; 2025Q4: 79,039 shares; 2026Q1: 51,382 shares 51,382 $3.14M 0.02% -27,657 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,995 shares; 2024Q4: 22,789 shares; 2025Q1: 21,858 shares; 2025Q2: 21,371 shares; 2025Q3: 23,294 shares; 2025Q4: 25,601 shares; 2026Q1: 27,136 shares 27,136 $3.14M 0.02% +1,535 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,014 shares; 2024Q4: 33,256 shares; 2025Q1: 30,799 shares; 2025Q2: 26,088 shares; 2025Q3: 70,670 shares; 2025Q4: 70,855 shares; 2026Q1: 73,714 shares 73,714 $3.14M 0.02% +2,859 Timeline IVOG 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: 27,283 shares; 2024Q4: 26,742 shares; 2025Q1: 25,742 shares; 2025Q2: 25,224 shares; 2025Q3: 25,224 shares; 2025Q4: 25,080 shares; 2026Q1: 25,080 shares 25,080 $3.14M 0.02% 0 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: 16,866 shares; 2024Q4: 7,757 shares; 2025Q1: 7,978 shares; 2025Q2: 8,908 shares; 2025Q3: 9,131 shares; 2025Q4: 9,819 shares; 2026Q1: 11,621 shares 11,621 $3.1M 0.01% +1,802 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: 6,625 shares; 2024Q4: 6,505 shares; 2025Q1: 6,253 shares; 2025Q2: 6,608 shares; 2025Q3: 6,461 shares; 2025Q4: 6,457 shares; 2026Q1: 7,424 shares 7,424 $3.09M 0.01% +967 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: 8,781 shares; 2024Q4: 9,520 shares; 2025Q1: 8,798 shares; 2025Q2: 9,804 shares; 2025Q3: 9,752 shares; 2025Q4: 8,894 shares; 2026Q1: 10,513 shares 10,513 $3.05M 0.01% +1,619 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: 12,357 shares; 2024Q4: 13,483 shares; 2025Q1: 12,056 shares; 2025Q2: 13,086 shares; 2025Q3: 14,149 shares; 2025Q4: 14,215 shares; 2026Q1: 14,472 shares 14,472 $3.04M 0.01% +257 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: 168,956 shares; 2024Q4: 167,025 shares; 2025Q1: 84,857 shares; 2025Q2: 84,824 shares; 2025Q3: 76,612 shares; 2025Q4: 62,794 shares; 2026Q1: 105,655 shares 105,655 $3.03M 0.01% +42,861 Timeline GXC 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: 41,489 shares; 2024Q4: 36,283 shares; 2025Q1: 35,401 shares; 2025Q2: 34,123 shares; 2025Q3: 33,446 shares; 2025Q4: 32,987 shares; 2026Q1: 32,354 shares 32,354 $3.01M 0.01% -633 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: 6,346 shares; 2024Q4: 6,516 shares; 2025Q1: 4,363 shares; 2025Q2: 4,975 shares; 2025Q3: 5,096 shares; 2025Q4: 5,247 shares; 2026Q1: 5,464 shares 5,464 $3M 0.01% +217 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,225 shares; 2024Q4: 42,856 shares; 2025Q1: 25,831 shares; 2025Q2: 27,745 shares; 2025Q3: 27,397 shares; 2025Q4: 28,816 shares; 2026Q1: 35,040 shares 35,040 $2.99M 0.01% +6,224 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,604 shares; 2024Q4: 44,018 shares; 2025Q1: 35,172 shares; 2025Q2: 27,289 shares; 2025Q3: 22,301 shares; 2025Q4: 21,029 shares; 2026Q1: 20,180 shares 20,180 $2.92M 0.01% -849 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: 8,314 shares; 2024Q4: 4,618 shares; 2025Q1: 4,655 shares; 2025Q2: 5,802 shares; 2025Q3: 6,058 shares; 2025Q4: 6,873 shares; 2026Q1: 8,497 shares 8,497 $2.92M 0.01% +1,624 Timeline MGC 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: 10,303 shares; 2024Q4: 10,386 shares; 2025Q1: 9,932 shares; 2025Q2: 12,359 shares; 2025Q3: 12,410 shares; 2025Q4: 11,983 shares; 2026Q1: 12,308 shares 12,308 $2.91M 0.01% +325 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: 39,739 shares; 2024Q4: 36,940 shares; 2025Q1: 11,595 shares; 2025Q2: 11,710 shares; 2025Q3: 12,064 shares; 2025Q4: 13,103 shares; 2026Q1: 13,610 shares 13,610 $2.88M 0.01% +507 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: 1,731 shares; 2024Q4: 1,726 shares; 2025Q1: 497 shares; 2025Q2: 523 shares; 2025Q3: 547 shares; 2025Q4: 533 shares; 2026Q1: 672 shares 672 $2.83M 0.01% +139 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 10,122 shares; 2025Q1: 13,926 shares; 2025Q2: 16,343 shares; 2025Q3: 18,908 shares; 2025Q4: 34,660 shares; 2026Q1: 56,000 shares 56,000 $2.82M 0.01% +21,340 Timeline SUSC 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: 202,180 shares; 2024Q4: 205,413 shares; 2025Q1: 209,796 shares; 2025Q2: 201,748 shares; 2025Q3: 200,704 shares; 2025Q4: 128,698 shares; 2026Q1: 121,045 shares 121,045 $2.8M 0.01% -7,653 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,573 shares; 2025Q1: 2,566 shares; 2025Q2: 3,606 shares; 2025Q3: 5,118 shares; 2025Q4: 10,054 shares; 2026Q1: 10,266 shares 10,266 $2.8M 0.01% +212 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 56,045 shares; 2025Q1: 21,365 shares; 2025Q2: 21,212 shares; 2025Q3: 21,764 shares; 2025Q4: 20,952 shares; 2026Q1: 19,876 shares 19,876 $2.77M 0.01% -1,076 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,895 shares; 2024Q4: 73,991 shares; 2025Q1: 73,217 shares; 2025Q2: 72,763 shares; 2025Q3: 71,782 shares; 2025Q4: 62,676 shares; 2026Q1: 62,975 shares 62,975 $2.75M 0.01% +299 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: 21,536 shares; 2024Q4: 28,517 shares; 2025Q1: 18,368 shares; 2025Q2: 20,978 shares; 2025Q3: 22,371 shares; 2025Q4: 22,826 shares; 2026Q1: 29,135 shares 29,135 $2.74M 0.01% +6,309 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: 16,224 shares; 2024Q4: 15,911 shares; 2025Q1: 15,934 shares; 2025Q2: 16,751 shares; 2025Q3: 17,104 shares; 2025Q4: 20,362 shares; 2026Q1: 24,765 shares 24,765 $2.72M 0.01% +4,403 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,324 shares; 2025Q1: 76,563 shares; 2025Q2: 75,105 shares; 2025Q3: 75,054 shares; 2025Q4: 74,648 shares; 2026Q1: 74,526 shares 74,526 $2.71M 0.01% -122 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: 14,746 shares; 2024Q4: 14,363 shares; 2025Q1: 13,858 shares; 2025Q2: 13,231 shares; 2025Q3: 21,358 shares; 2025Q4: 23,743 shares; 2026Q1: 22,786 shares 22,786 $2.7M 0.01% -957 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: 13,977 shares; 2024Q4: 14,242 shares; 2025Q1: 9,821 shares; 2025Q2: 9,332 shares; 2025Q3: 11,693 shares; 2025Q4: 11,621 shares; 2026Q1: 12,979 shares 12,979 $2.7M 0.01% +1,358 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,871 shares; 2025Q2: 85,533 shares; 2025Q3: 86,169 shares; 2025Q4: 83,717 shares; 2026Q1: 41,230 shares 41,230 $2.7M 0.01% -42,487 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: 6,663 shares; 2024Q4: 6,717 shares; 2025Q1: 6,066 shares; 2025Q2: 5,940 shares; 2025Q3: 5,812 shares; 2025Q4: 5,747 shares; 2026Q1: 6,039 shares 6,039 $2.68M 0.01% +292 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: 21,804 shares; 2024Q4: 29,039 shares; 2025Q1: 29,372 shares; 2025Q2: 23,518 shares; 2025Q3: 25,590 shares; 2025Q4: 25,725 shares; 2026Q1: 33,189 shares 33,189 $2.61M 0.01% +7,464 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,312 shares; 2025Q1: 7,056 shares; 2025Q2: 7,670 shares; 2025Q3: 7,679 shares; 2025Q4: 7,889 shares; 2026Q1: 8,302 shares 8,302 $2.61M 0.01% +413 Timeline ILCG 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: 40,018 shares; 2024Q4: 27,558 shares; 2025Q1: 26,763 shares; 2025Q2: 27,335 shares; 2025Q3: 26,662 shares; 2025Q4: 26,769 shares; 2026Q1: 26,769 shares 26,769 $2.56M 0.01% 0 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: 16,790 shares; 2024Q4: 17,528 shares; 2025Q1: 10,711 shares; 2025Q2: 11,475 shares; 2025Q3: 11,635 shares; 2025Q4: 11,103 shares; 2026Q1: 12,891 shares 12,891 $2.56M 0.01% +1,788 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: 6,996 shares; 2024Q4: 7,592 shares; 2025Q1: 6,036 shares; 2025Q2: 6,184 shares; 2025Q3: 6,531 shares; 2025Q4: 6,260 shares; 2026Q1: 7,764 shares 7,764 $2.55M 0.01% +1,504 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,704 shares; 2025Q1: 1,238 shares; 2025Q2: 1,282 shares; 2025Q3: 852 shares; 2025Q4: 673 shares; 2026Q1: 8,566 shares 8,566 $2.55M 0.01% +7,893 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,558 shares; 2024Q4: 53,404 shares; 2025Q1: 25,911 shares; 2025Q2: 34,760 shares; 2025Q3: 35,383 shares; 2025Q4: 34,907 shares; 2026Q1: 37,747 shares 37,747 $2.54M 0.01% +2,840 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,401 shares; 2025Q1: 14,011 shares; 2025Q2: 15,193 shares; 2025Q3: 15,556 shares; 2025Q4: 14,681 shares; 2026Q1: 16,333 shares 16,333 $2.54M 0.01% +1,652 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: 50,256 shares; 2024Q4: 45,501 shares; 2025Q1: 41,548 shares; 2025Q2: 45,064 shares; 2025Q3: 42,800 shares; 2025Q4: 40,190 shares; 2026Q1: 45,088 shares 45,088 $2.54M 0.01% +4,898 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,999 shares; 2025Q1: 14,251 shares; 2025Q2: 18,874 shares; 2025Q3: 23,189 shares; 2025Q4: 25,434 shares; 2026Q1: 25,660 shares 25,660 $2.5M 0.01% +226 Timeline JNK 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: not reported; 2025Q4: not reported; 2026Q1: 26,084 shares 26,084 $2.5M 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,445 shares; 2025Q1: 2,460 shares; 2025Q2: 2,556 shares; 2025Q3: 2,507 shares; 2025Q4: 19,493 shares; 2026Q1: 20,494 shares 20,494 $2.48M 0.01% +1,001 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: 14,286 shares; 2024Q4: 15,505 shares; 2025Q1: 15,654 shares; 2025Q2: 17,084 shares; 2025Q3: 17,908 shares; 2025Q4: 18,321 shares; 2026Q1: 19,626 shares 19,626 $2.48M 0.01% +1,305 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: 59,637 shares; 2024Q4: 64,039 shares; 2025Q1: 71,609 shares; 2025Q2: 77,853 shares; 2025Q3: 80,298 shares; 2025Q4: 79,159 shares; 2026Q1: 93,322 shares 93,322 $2.44M 0.01% +14,163 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: 81,236 shares; 2024Q4: 84,590 shares; 2025Q1: 22,134 shares; 2025Q2: 24,821 shares; 2025Q3: 27,872 shares; 2025Q4: 29,070 shares; 2026Q1: 36,598 shares 36,598 $2.43M 0.01% +7,528 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,606 shares; 2024Q4: 61,858 shares; 2025Q1: 31,883 shares; 2025Q2: 32,703 shares; 2025Q3: 33,978 shares; 2025Q4: 32,722 shares; 2026Q1: 33,040 shares 33,040 $2.41M 0.01% +318 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 375 shares; 2025Q1: 347 shares; 2025Q2: 361 shares; 2025Q3: 364 shares; 2025Q4: 374 shares; 2026Q1: 361 shares 361 $2.38M 0.01% -13 Timeline ACWI 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: 6,961 shares; 2024Q4: 5,988 shares; 2025Q1: 16,732 shares; 2025Q2: 16,732 shares; 2025Q3: 17,298 shares; 2025Q4: 17,007 shares; 2026Q1: 16,875 shares 16,875 $2.34M 0.01% -132 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: 4,925 shares; 2024Q4: 13,149 shares; 2025Q1: 12,373 shares; 2025Q2: 12,593 shares; 2025Q3: 12,712 shares; 2025Q4: 13,327 shares; 2026Q1: 12,825 shares 12,825 $2.33M 0.01% -502 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,776 shares; 2024Q4: 143,883 shares; 2025Q1: 134,893 shares; 2025Q2: 134,743 shares; 2025Q3: 134,743 shares; 2025Q4: 135,343 shares; 2026Q1: 135,343 shares 135,343 $2.32M 0.01% 0 Timeline SCHR 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: 101,009 shares; 2025Q4: 98,869 shares; 2026Q1: 92,611 shares 92,611 $2.31M 0.01% -6,258 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: 16,789 shares; 2024Q4: 20,184 shares; 2025Q1: 16,574 shares; 2025Q2: 19,571 shares; 2025Q3: 25,690 shares; 2025Q4: 27,893 shares; 2026Q1: 31,682 shares 31,682 $2.31M 0.01% +3,789 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 5,406 shares; 2025Q1: 5,299 shares; 2025Q2: 5,701 shares; 2025Q3: 5,562 shares; 2025Q4: 5,343 shares; 2026Q1: 5,402 shares 5,402 $2.3M 0.01% +59 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 811 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 667 shares; 2025Q4: 673 shares; 2026Q1: 679 shares 679 $2.29M 0.01% +6 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,455 shares 121,455 $2.28M 0.01% new 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: 15,609 shares; 2024Q4: 16,311 shares; 2025Q1: 14,568 shares; 2025Q2: 16,412 shares; 2025Q3: 18,231 shares; 2025Q4: 20,581 shares; 2026Q1: 24,491 shares 24,491 $2.28M 0.01% +3,910 Timeline VTWG 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: 11,844 shares; 2024Q4: 11,512 shares; 2025Q1: 11,007 shares; 2025Q2: 10,518 shares; 2025Q3: 10,417 shares; 2025Q4: 10,372 shares; 2026Q1: 9,930 shares 9,930 $2.27M 0.01% -442 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: 8,521 shares; 2024Q4: 9,291 shares; 2025Q1: 9,379 shares; 2025Q2: 9,933 shares; 2025Q3: 10,269 shares; 2025Q4: 10,832 shares; 2026Q1: 11,803 shares 11,803 $2.27M 0.01% +971 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 18,448 shares; 2025Q1: 17,000 shares; 2025Q2: 17,392 shares; 2025Q3: 17,401 shares; 2025Q4: 17,726 shares; 2026Q1: 19,696 shares 19,696 $2.26M 0.01% +1,970 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 16,708 shares; 2025Q1: 16,606 shares; 2025Q2: 23,683 shares; 2025Q3: 23,444 shares; 2025Q4: 24,867 shares; 2026Q1: 27,385 shares 27,385 $2.26M 0.01% +2,518 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 75,097 shares; 2025Q3: 75,097 shares; 2025Q4: 75,423 shares; 2026Q1: 77,147 shares 77,147 $2.24M 0.01% +1,724 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: 27,445 shares; 2024Q4: 32,588 shares; 2025Q1: 23,237 shares; 2025Q2: 32,801 shares; 2025Q3: 31,233 shares; 2025Q4: 33,349 shares; 2026Q1: 37,685 shares 37,685 $2.22M 0.01% +4,336 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 28,385 shares; 2025Q1: 16,779 shares; 2025Q2: 17,680 shares; 2025Q3: 36,954 shares; 2025Q4: 39,044 shares; 2026Q1: 39,534 shares 39,534 $2.21M 0.01% +490 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 10,184 shares; 2025Q1: 7,029 shares; 2025Q2: 9,546 shares; 2025Q3: 13,395 shares; 2025Q4: 14,082 shares; 2026Q1: 15,902 shares 15,902 $2.2M 0.01% +1,820 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: 60,484 shares; 2024Q4: 73,966 shares; 2025Q1: 62,210 shares; 2025Q2: 38,758 shares; 2025Q3: 40,064 shares; 2025Q4: 43,199 shares; 2026Q1: 47,693 shares 47,693 $2.19M 0.01% +4,494 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: 21,515 shares; 2024Q4: 12,271 shares; 2025Q1: 7,822 shares; 2025Q2: 6,328 shares; 2025Q3: 6,354 shares; 2025Q4: 6,850 shares; 2026Q1: 8,040 shares 8,040 $2.17M 0.01% +1,190 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: 21,740 shares; 2026Q1: 23,780 shares 23,780 $2.16M 0.01% +2,040 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 4,297 shares; 2025Q4: 30,053 shares; 2026Q1: 58,746 shares 58,746 $2.16M 0.01% +28,693 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: 2,849 shares; 2025Q4: 2,544 shares; 2026Q1: 3,359 shares 3,359 $2.13M 0.01% +815 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 7,582 shares; 2025Q1: 6,772 shares; 2025Q2: 8,002 shares; 2025Q3: 9,071 shares; 2025Q4: 9,202 shares; 2026Q1: 10,235 shares 10,235 $2.13M 0.01% +1,033 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: 29,279 shares; 2024Q4: 22,365 shares; 2025Q1: 13,743 shares; 2025Q2: 14,630 shares; 2025Q3: 13,563 shares; 2025Q4: 15,197 shares; 2026Q1: 17,485 shares 17,485 $2.12M 0.01% +2,288 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,743 shares; 2024Q4: 181,846 shares; 2025Q1: 180,818 shares; 2025Q2: 180,715 shares; 2025Q3: 184,928 shares; 2025Q4: 183,334 shares; 2026Q1: 183,334 shares 183,334 $2.11M 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,181 shares; 2025Q1: 5,845 shares; 2025Q2: 13,967 shares; 2025Q3: 19,922 shares; 2025Q4: 42,888 shares; 2026Q1: 45,305 shares 45,305 $2.1M 0.01% +2,417 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 16,053 shares; 2025Q1: 16,370 shares; 2025Q2: 19,932 shares; 2025Q3: 20,801 shares; 2025Q4: 21,181 shares; 2026Q1: 22,105 shares 22,105 $2.09M 0.01% +924 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,948 shares; 2025Q2: 82,785 shares; 2025Q3: 83,429 shares; 2025Q4: 83,429 shares; 2026Q1: 77,632 shares 77,632 $2.09M 0.01% -5,797 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: 19,802 shares; 2024Q4: 21,906 shares; 2025Q1: 22,256 shares; 2025Q2: 23,369 shares; 2025Q3: 25,927 shares; 2025Q4: 26,956 shares; 2026Q1: 44,517 shares 44,517 $2.07M 0.01% +17,561 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: 17,403 shares; 2024Q4: 18,341 shares; 2025Q1: 16,233 shares; 2025Q2: 20,087 shares; 2025Q3: 19,810 shares; 2025Q4: 20,052 shares; 2026Q1: 22,537 shares 22,537 $2.05M 0.01% +2,485 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 89,644 shares; 2025Q1: 11,581 shares; 2025Q2: 13,018 shares; 2025Q3: 18,606 shares; 2025Q4: 21,885 shares; 2026Q1: 23,343 shares 23,343 $2.02M 0.01% +1,458 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,235 shares; 2024Q4: 84,525 shares; 2025Q1: 73,469 shares; 2025Q2: 64,912 shares; 2025Q3: 63,150 shares; 2025Q4: 66,103 shares; 2026Q1: 73,173 shares 73,173 $2.01M 0.01% +7,070 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,606 shares; 2025Q1: 4,480 shares; 2025Q2: 4,860 shares; 2025Q3: 4,682 shares; 2025Q4: 4,459 shares; 2026Q1: 5,046 shares 5,046 $2M 0.01% +587 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: 10,106 shares; 2024Q4: 9,808 shares; 2025Q1: 9,548 shares; 2025Q2: 11,433 shares; 2025Q3: 16,561 shares; 2025Q4: 15,348 shares; 2026Q1: 17,663 shares 17,663 $2M 0.01% +2,315 Timeline ILCV 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: 35,117 shares; 2024Q4: 25,941 shares; 2025Q1: 25,942 shares; 2025Q2: 25,961 shares; 2025Q3: 25,305 shares; 2025Q4: 22,845 shares; 2026Q1: 21,409 shares 21,409 $1.99M 0.01% -1,436 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: 1,532 shares; 2024Q4: 2,890 shares; 2025Q1: 2,859 shares; 2025Q2: 3,390 shares; 2025Q3: 3,587 shares; 2025Q4: 3,673 shares; 2026Q1: 8,357 shares 8,357 $1.99M 0.01% +4,684 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,731 shares; 2025Q1: 7,334 shares; 2025Q2: 10,087 shares; 2025Q3: 9,420 shares; 2025Q4: 9,551 shares; 2026Q1: 10,028 shares 10,028 $1.98M 0.01% +477 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: 98,397 shares; 2024Q4: 103,248 shares; 2025Q1: 20,357 shares; 2025Q2: 23,897 shares; 2025Q3: 25,410 shares; 2025Q4: 28,847 shares; 2026Q1: 32,400 shares 32,400 $1.98M 0.01% +3,553 Timeline AMLP 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: 25,916 shares; 2024Q4: 26,171 shares; 2025Q1: 25,925 shares; 2025Q2: 25,930 shares; 2025Q3: 25,930 shares; 2025Q4: 37,323 shares; 2026Q1: 37,323 shares 37,323 $1.96M 0.01% 0 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: 11,205 shares; 2024Q4: 12,539 shares; 2025Q1: 11,747 shares; 2025Q2: 12,759 shares; 2025Q3: 13,833 shares; 2025Q4: 15,319 shares; 2026Q1: 16,963 shares 16,963 $1.96M 0.01% +1,644 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,779 shares; 2025Q1: 10,977 shares; 2025Q2: 12,452 shares; 2025Q3: 12,945 shares; 2025Q4: 16,638 shares; 2026Q1: 18,281 shares 18,281 $1.95M 0.01% +1,643 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: 741 shares; 2024Q4: 907 shares; 2025Q1: 920 shares; 2025Q2: 1,045 shares; 2025Q3: 1,007 shares; 2025Q4: 1,240 shares; 2026Q1: 1,475 shares 1,475 $1.95M 0.01% +235 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: 29,606 shares; 2024Q4: 27,322 shares; 2025Q1: 28,225 shares; 2025Q2: 40,821 shares; 2025Q3: 39,400 shares; 2025Q4: 26,382 shares; 2026Q1: 33,768 shares 33,768 $1.95M 0.01% +7,386 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: 3,833 shares; 2024Q4: 4,612 shares; 2025Q1: 3,239 shares; 2025Q2: 3,375 shares; 2025Q3: 3,575 shares; 2025Q4: 3,536 shares; 2026Q1: 4,930 shares 4,930 $1.93M 0.01% +1,394 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,330 shares; 2024Q4: 34,775 shares; 2025Q1: 34,073 shares; 2025Q2: 36,626 shares; 2025Q3: 37,475 shares; 2025Q4: 37,262 shares; 2026Q1: 39,382 shares 39,382 $1.93M 0.01% +2,120 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: 44,492 shares; 2024Q4: 38,859 shares; 2025Q1: 35,941 shares; 2025Q2: 39,571 shares; 2025Q3: 41,026 shares; 2025Q4: 40,602 shares; 2026Q1: 41,041 shares 41,041 $1.93M 0.01% +439 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: 6,783 shares; 2024Q4: 12,761 shares; 2025Q1: 9,149 shares; 2025Q2: 9,708 shares; 2025Q3: 9,600 shares; 2025Q4: 11,476 shares; 2026Q1: 11,978 shares 11,978 $1.92M 0.01% +502 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: 6,337 shares; 2024Q4: 6,304 shares; 2025Q1: 2,381 shares; 2025Q2: 4,511 shares; 2025Q3: 4,208 shares; 2025Q4: 5,707 shares; 2026Q1: 12,303 shares 12,303 $1.91M 0.01% +6,596 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 10,651 shares; 2025Q1: 10,391 shares; 2025Q2: 9,699 shares; 2025Q3: 7,940 shares; 2025Q4: 9,495 shares; 2026Q1: 12,590 shares 12,590 $1.91M 0.01% +3,095 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: 25,236 shares; 2024Q4: 26,289 shares; 2025Q1: 20,942 shares; 2025Q2: 23,181 shares; 2025Q3: 24,146 shares; 2025Q4: 26,473 shares; 2026Q1: 26,168 shares 26,168 $1.89M 0.01% -305 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,046 shares; 2025Q1: 1,982 shares; 2025Q2: 2,029 shares; 2025Q3: 2,225 shares; 2025Q4: 2,414 shares; 2026Q1: 2,598 shares 2,598 $1.89M 0.01% +184 Timeline AVSU 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: 28,217 shares; 2025Q4: 25,670 shares; 2026Q1: 25,342 shares 25,342 $1.87M 0.01% -328 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,432 shares; 2025Q3: 21,386 shares; 2025Q4: 21,194 shares; 2026Q1: 26,105 shares 26,105 $1.87M 0.01% +4,911 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,821 shares; 2025Q1: 1,910 shares; 2025Q2: 2,421 shares; 2025Q3: 3,389 shares; 2025Q4: 3,987 shares; 2026Q1: 4,780 shares 4,780 $1.87M 0.01% +793 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 17,014 shares; 2025Q1: 6,181 shares; 2025Q2: 6,882 shares; 2025Q3: 6,681 shares; 2025Q4: 6,911 shares; 2026Q1: 7,390 shares 7,390 $1.85M 0.01% +479 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: 16,858 shares; 2024Q4: 17,995 shares; 2025Q1: 16,216 shares; 2025Q2: 19,401 shares; 2025Q3: 18,576 shares; 2025Q4: 19,343 shares; 2026Q1: 22,004 shares 22,004 $1.84M 0.01% +2,661 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,325 shares 9,325 $1.84M 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,369 shares; 2024Q4: 32,377 shares; 2025Q1: 27,741 shares; 2025Q2: 27,928 shares; 2025Q3: 28,706 shares; 2025Q4: 33,749 shares; 2026Q1: 38,884 shares 38,884 $1.83M 0.01% +5,135 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: 29,494 shares; 2024Q4: 29,773 shares; 2025Q1: 34,294 shares; 2025Q2: 46,417 shares; 2025Q3: 43,606 shares; 2025Q4: 45,276 shares; 2026Q1: 46,675 shares 46,675 $1.82M 0.01% +1,399 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: 23,567 shares; 2024Q4: 24,407 shares; 2025Q1: 28,296 shares; 2025Q2: 29,308 shares; 2025Q3: 28,541 shares; 2025Q4: 28,593 shares; 2026Q1: 27,800 shares 27,800 $1.81M 0.01% -793 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 5,332 shares; 2025Q1: 4,809 shares; 2025Q2: 4,824 shares; 2025Q3: 4,826 shares; 2025Q4: 5,690 shares; 2026Q1: 6,737 shares 6,737 $1.79M 0.01% +1,047 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: 3,033 shares; 2024Q4: 2,973 shares; 2025Q1: 2,795 shares; 2025Q2: 3,088 shares; 2025Q3: 5,188 shares; 2025Q4: 5,024 shares; 2026Q1: 5,579 shares 5,579 $1.79M 0.01% +555 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: 16,524 shares; 2024Q4: 16,953 shares; 2025Q1: 5,354 shares; 2025Q2: 5,407 shares; 2025Q3: 6,280 shares; 2025Q4: 6,593 shares; 2026Q1: 8,160 shares 8,160 $1.77M 0.01% +1,567 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,188 shares; 2024Q4: 162,015 shares; 2025Q1: 160,548 shares; 2025Q2: 160,297 shares; 2025Q3: 156,297 shares; 2025Q4: 157,072 shares; 2026Q1: 157,081 shares 157,081 $1.76M 0.01% +9 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: 11,010 shares; 2024Q4: 11,625 shares; 2025Q1: 10,748 shares; 2025Q2: 11,359 shares; 2025Q3: 10,699 shares; 2025Q4: 9,968 shares; 2026Q1: 10,374 shares 10,374 $1.75M 0.01% +406 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: 12,312 shares; 2024Q4: 14,102 shares; 2025Q1: 12,734 shares; 2025Q2: 13,697 shares; 2025Q3: 12,568 shares; 2025Q4: 16,933 shares; 2026Q1: 18,194 shares 18,194 $1.75M 0.01% +1,261 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: 23,996 shares; 2024Q4: 25,587 shares; 2025Q1: 26,396 shares; 2025Q2: 30,024 shares; 2025Q3: 34,164 shares; 2025Q4: 30,425 shares; 2026Q1: 32,086 shares 32,086 $1.74M 0.01% +1,661 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: 8,741 shares; 2024Q4: 9,051 shares; 2025Q1: 8,184 shares; 2025Q2: 8,496 shares; 2025Q3: 7,408 shares; 2025Q4: 8,622 shares; 2026Q1: 9,990 shares 9,990 $1.73M 0.01% +1,368 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: 7,033 shares; 2024Q4: 6,650 shares; 2025Q1: 2,188 shares; 2025Q2: 2,515 shares; 2025Q3: 2,926 shares; 2025Q4: 3,407 shares; 2026Q1: 3,856 shares 3,856 $1.72M 0.01% +449 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 7,550 shares; 2025Q1: 6,384 shares; 2025Q2: 9,505 shares; 2025Q3: 9,184 shares; 2025Q4: 9,408 shares; 2026Q1: 10,596 shares 10,596 $1.71M 0.01% +1,188 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,599 shares; 2025Q1: 8,632 shares; 2025Q2: 8,658 shares; 2025Q3: 8,953 shares; 2025Q4: 17,069 shares; 2026Q1: 18,922 shares 18,922 $1.71M 0.01% +1,853 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,855 shares; 2024Q4: 12,202 shares; 2025Q1: 8,572 shares; 2025Q2: 10,123 shares; 2025Q3: 9,571 shares; 2025Q4: 11,007 shares; 2026Q1: 24,659 shares 24,659 $1.71M 0.01% +13,652 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,209 shares; 2024Q4: 203,359 shares; 2025Q1: 37,929 shares; 2025Q2: 38,898 shares; 2025Q3: 38,091 shares; 2025Q4: 39,742 shares; 2026Q1: 108,956 shares 108,956 $1.71M 0.01% +69,214 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 10,247 shares; 2025Q1: 18,420 shares; 2025Q2: 39,710 shares; 2025Q3: 45,828 shares; 2025Q4: 48,794 shares; 2026Q1: 48,838 shares 48,838 $1.7M 0.01% +44 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: 177,282 shares; 2024Q4: 186,018 shares; 2025Q1: 42,482 shares; 2025Q2: 56,049 shares; 2025Q3: 49,686 shares; 2025Q4: 49,152 shares; 2026Q1: 69,896 shares 69,896 $1.66M 0.01% +20,744 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,122 shares; 2024Q4: 24,058 shares; 2025Q1: 25,368 shares; 2025Q2: 25,559 shares; 2025Q3: 27,758 shares; 2025Q4: 28,401 shares; 2026Q1: 32,844 shares 32,844 $1.65M 0.01% +4,443 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 6,705 shares; 2025Q3: 6,706 shares; 2025Q4: 6,709 shares; 2026Q1: 6,738 shares 6,738 $1.65M 0.01% +29 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 16,565 shares; 2025Q1: 25,755 shares; 2025Q2: 25,117 shares; 2025Q3: 24,767 shares; 2025Q4: 24,608 shares; 2026Q1: 24,804 shares 24,804 $1.62M 0.01% +196 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,256 shares; 2025Q2: 61,672 shares; 2025Q3: 63,144 shares; 2025Q4: 62,935 shares; 2026Q1: 57,038 shares 57,038 $1.61M 0.01% -5,897 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 22,726 shares; 2025Q1: 7,650 shares; 2025Q2: 7,543 shares; 2025Q3: 7,581 shares; 2025Q4: 7,359 shares; 2026Q1: 7,755 shares 7,755 $1.6M 0.01% +396 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,666 shares; 2024Q4: 14,690 shares; 2025Q1: 5,140 shares; 2025Q2: 5,474 shares; 2025Q3: 6,657 shares; 2025Q4: 7,690 shares; 2026Q1: 7,665 shares 7,665 $1.6M 0.01% -25 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: 8,001 shares; 2024Q4: 15,294 shares; 2025Q1: 5,806 shares; 2025Q2: 5,635 shares; 2025Q3: 5,599 shares; 2025Q4: 5,238 shares; 2026Q1: 6,578 shares 6,578 $1.6M 0.01% +1,340 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,314 shares; 2024Q4: 111,032 shares; 2025Q1: 87,480 shares; 2025Q2: 128,474 shares; 2025Q3: 122,100 shares; 2025Q4: 130,575 shares; 2026Q1: 141,339 shares 141,339 $1.59M 0.01% +10,764 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: 5,219 shares; 2024Q4: 6,076 shares; 2025Q1: 5,490 shares; 2025Q2: 5,629 shares; 2025Q3: 5,543 shares; 2025Q4: 5,377 shares; 2026Q1: 5,786 shares 5,786 $1.59M 0.01% +409 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,427 shares; 2025Q1: 3,434 shares; 2025Q2: 14,300 shares; 2025Q3: 15,716 shares; 2025Q4: 9,746 shares; 2026Q1: 14,148 shares 14,148 $1.59M 0.01% +4,402 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,694 shares; 2024Q4: 22,881 shares; 2025Q1: 21,229 shares; 2025Q2: 22,292 shares; 2025Q3: 19,647 shares; 2025Q4: 19,661 shares; 2026Q1: 20,587 shares 20,587 $1.59M 0.01% +926 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 8,971 shares; 2025Q1: 6,168 shares; 2025Q2: 6,867 shares; 2025Q3: 7,664 shares; 2025Q4: 7,743 shares; 2026Q1: 8,020 shares 8,020 $1.59M 0.01% +277 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: 10,864 shares; 2024Q4: 13,597 shares; 2025Q1: 24,194 shares; 2025Q2: 29,014 shares; 2025Q3: 39,479 shares; 2025Q4: 43,208 shares; 2026Q1: 41,201 shares 41,201 $1.58M 0.01% -2,007 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 14,382 shares; 2025Q1: 16,590 shares; 2025Q2: 16,602 shares; 2025Q3: 16,863 shares; 2025Q4: 16,460 shares; 2026Q1: 16,162 shares 16,162 $1.58M 0.01% -298 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 17,944 shares; 2025Q1: 8,318 shares; 2025Q2: 9,373 shares; 2025Q3: 9,856 shares; 2025Q4: 10,536 shares; 2026Q1: 13,408 shares 13,408 $1.58M 0.01% +2,872 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: 42,256 shares; 2024Q4: 39,643 shares; 2025Q1: 37,316 shares; 2025Q2: 33,982 shares; 2025Q3: 34,676 shares; 2025Q4: 33,432 shares; 2026Q1: 32,999 shares 32,999 $1.57M 0.01% -433 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: 2,993 shares; 2024Q4: 3,394 shares; 2025Q1: 3,273 shares; 2025Q2: 3,480 shares; 2025Q3: 3,455 shares; 2025Q4: 3,738 shares; 2026Q1: 3,613 shares 3,613 $1.56M 0.01% -125 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: 30,848 shares; 2024Q4: 31,047 shares; 2025Q1: 11,248 shares; 2025Q2: 13,118 shares; 2025Q3: 17,005 shares; 2025Q4: 17,534 shares; 2026Q1: 19,633 shares 19,633 $1.56M 0.01% +2,099 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,639 shares; 2025Q1: 19,125 shares; 2025Q2: 61,295 shares; 2025Q3: 60,391 shares; 2025Q4: 60,572 shares; 2026Q1: 58,632 shares 58,632 $1.56M 0.01% -1,940 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: 12,221 shares; 2024Q4: 12,736 shares; 2025Q1: 12,218 shares; 2025Q2: 11,579 shares; 2025Q3: 21,892 shares; 2025Q4: 23,903 shares; 2026Q1: 25,203 shares 25,203 $1.56M 0.01% +1,300 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: 18,166 shares; 2024Q4: 19,460 shares; 2025Q1: 11,590 shares; 2025Q2: 12,553 shares; 2025Q3: 12,946 shares; 2025Q4: 12,956 shares; 2026Q1: 24,732 shares 24,732 $1.55M 0.01% +11,776 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,396 shares; 2024Q4: 57,930 shares; 2025Q1: 19,478 shares; 2025Q2: 27,213 shares; 2025Q3: 27,552 shares; 2025Q4: 26,355 shares; 2026Q1: 29,965 shares 29,965 $1.54M 0.01% +3,610 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: 9,597 shares; 2024Q4: 9,870 shares; 2025Q1: 2,284 shares; 2025Q2: 2,219 shares; 2025Q3: 4,743 shares; 2025Q4: 4,906 shares; 2026Q1: 5,776 shares 5,776 $1.54M 0.01% +870 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 48,090 shares; 2025Q3: 50,752 shares; 2025Q4: 53,984 shares; 2026Q1: 54,126 shares 54,126 $1.54M 0.01% +142 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,055 shares; 2024Q4: 12,781 shares; 2025Q1: 12,693 shares; 2025Q2: 15,167 shares; 2025Q3: 17,580 shares; 2025Q4: 18,562 shares; 2026Q1: 20,690 shares 20,690 $1.5M 0.01% +2,128 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: 813 shares; 2024Q4: 985 shares; 2025Q1: 890 shares; 2025Q2: 859 shares; 2025Q3: 1,488 shares; 2025Q4: 2,054 shares; 2026Q1: 1,941 shares 1,941 $1.5M 0.01% -113 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,837 shares; 2024Q4: 110,384 shares; 2025Q1: 99,072 shares; 2025Q2: 84,127 shares; 2025Q3: 87,170 shares; 2025Q4: 81,906 shares; 2026Q1: 82,438 shares 82,438 $1.49M 0.01% +532 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: 35,982 shares; 2024Q4: 36,008 shares; 2025Q1: 36,269 shares; 2025Q2: 34,517 shares; 2025Q3: 36,291 shares; 2025Q4: 31,415 shares; 2026Q1: 32,383 shares 32,383 $1.49M 0.01% +968 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: 3,441 shares; 2024Q4: 8,779 shares; 2025Q1: 5,357 shares; 2025Q2: 26,586 shares; 2025Q3: 25,742 shares; 2025Q4: 10,552 shares; 2026Q1: 16,756 shares 16,756 $1.48M 0.01% +6,204 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,684 shares; 2024Q4: 9,067 shares; 2025Q1: 8,402 shares; 2025Q2: 9,756 shares; 2025Q3: 9,279 shares; 2025Q4: 8,268 shares; 2026Q1: 9,385 shares 9,385 $1.48M 0.01% +1,117 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,120 shares; 2025Q1: 3,550 shares; 2025Q2: 4,821 shares; 2025Q3: 5,458 shares; 2025Q4: 5,471 shares; 2026Q1: 6,879 shares 6,879 $1.47M 0.01% +1,408 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: 41,063 shares; 2024Q4: 34,718 shares; 2025Q1: 34,738 shares; 2025Q2: 34,417 shares; 2025Q3: 34,238 shares; 2025Q4: 34,581 shares; 2026Q1: 34,632 shares 34,632 $1.47M 0.01% +51 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,915 shares; 2024Q4: 47,217 shares; 2025Q1: 41,925 shares; 2025Q2: 62,741 shares; 2025Q3: 61,579 shares; 2025Q4: 66,325 shares; 2026Q1: 67,967 shares 67,967 $1.47M 0.01% +1,642 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: 52,026 shares; 2024Q4: 49,809 shares; 2025Q1: 46,240 shares; 2025Q2: 42,542 shares; 2025Q3: 38,540 shares; 2025Q4: 36,467 shares; 2026Q1: 36,011 shares 36,011 $1.47M 0.01% -456 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 27,695 shares; 2025Q1: 24,373 shares; 2025Q2: 24,855 shares; 2025Q3: 21,401 shares; 2025Q4: 18,150 shares; 2026Q1: 13,256 shares 13,256 $1.46M 0.01% -4,894 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,557 shares; 2025Q1: 1,178 shares; 2025Q2: 1,760 shares; 2025Q3: 1,886 shares; 2025Q4: 1,935 shares; 2026Q1: 2,459 shares 2,459 $1.45M 0.01% +524 Timeline