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: 95,901 shares; 2024Q4: 119,550 shares; 2025Q1: 117,290 shares; 2025Q2: 178,254 shares; 2025Q3: 229,708 shares; 2025Q4: 326,075 shares; 2026Q1: 398,130 shares 398,130 $238M 6.38% +72,055 Timeline IUSB 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: 471,144 shares; 2024Q4: 640,148 shares; 2025Q1: 937,531 shares; 2025Q2: 1,129,771 shares; 2025Q3: 1,774,562 shares; 2025Q4: 2,839,695 shares; 2026Q1: 3,343,314 shares 3,343,314 $154M 4.14% +503,619 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,970 shares; 2024Q4: 642,405 shares; 2025Q1: 657,991 shares; 2025Q2: 708,182 shares; 2025Q3: 712,051 shares; 2025Q4: 708,150 shares; 2026Q1: 771,911 shares 771,911 $135M 3.61% +63,761 Timeline IVLU 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: 386,079 shares; 2024Q4: 513,185 shares; 2025Q1: 520,448 shares; 2025Q2: 672,133 shares; 2025Q3: 830,624 shares; 2025Q4: 1,448,020 shares; 2026Q1: 2,239,680 shares 2,239,680 $88.9M 2.38% +791,660 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: 41,433 shares; 2024Q4: 347,915 shares; 2025Q1: 899,049 shares; 2025Q2: 1,208,229 shares; 2025Q3: 1,637,120 shares; 2025Q4: 2,371,128 shares; 2026Q1: 2,863,182 shares 2,863,182 $83.4M 2.24% +492,054 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: 5,299 shares; 2024Q4: 6,783 shares; 2025Q1: 13,589 shares; 2025Q2: 78,572 shares; 2025Q3: 100,441 shares; 2025Q4: 128,636 shares; 2026Q1: 124,298 shares 124,298 $81.2M 2.18% -4,338 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: 270,083 shares; 2024Q4: 332,630 shares; 2025Q1: 493,335 shares; 2025Q2: 610,579 shares; 2025Q3: 826,496 shares; 2025Q4: 1,358,559 shares; 2026Q1: 1,323,874 shares 1,323,874 $81.2M 2.18% -34,685 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: 41,934 shares; 2024Q4: 113,136 shares; 2025Q1: 141,322 shares; 2025Q2: 195,748 shares; 2025Q3: 213,658 shares; 2025Q4: 245,595 shares; 2026Q1: 307,951 shares 307,951 $78.2M 2.1% +62,356 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: 34,443 shares; 2024Q4: 42,488 shares; 2025Q1: 49,980 shares; 2025Q2: 311,642 shares; 2025Q3: 469,663 shares; 2025Q4: 577,483 shares; 2026Q1: 675,703 shares 675,703 $67.1M 1.8% +98,220 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: 94,664 shares; 2024Q4: 126,267 shares; 2025Q1: 115,758 shares; 2025Q2: 128,037 shares; 2025Q3: 136,664 shares; 2025Q4: 178,301 shares; 2026Q1: 464,300 shares 464,300 $51.7M 1.39% +285,999 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: 112,965 shares; 2024Q4: 147,246 shares; 2025Q1: 196,649 shares; 2025Q2: 264,670 shares; 2025Q3: 316,073 shares; 2025Q4: 772,689 shares; 2026Q1: 1,043,960 shares 1,043,960 $49M 1.31% +271,271 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: 23,117 shares; 2024Q4: 45,960 shares; 2025Q1: 57,688 shares; 2025Q2: 86,829 shares; 2025Q3: 90,287 shares; 2025Q4: 111,477 shares; 2026Q1: 131,552 shares 131,552 $48.7M 1.31% +20,075 Timeline FFIU SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,591,336 shares; 2025Q1: 1,826,172 shares; 2025Q2: 2,053,969 shares; 2025Q3: 2,043,397 shares; 2025Q4: 2,184,260 shares; 2026Q1: 2,219,956 shares 2,219,956 $48.5M 1.3% +35,696 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: 59,784 shares; 2024Q4: 69,146 shares; 2025Q1: 107,732 shares; 2025Q2: 128,067 shares; 2025Q3: 184,533 shares; 2025Q4: 282,432 shares; 2026Q1: 246,874 shares 246,874 $48.4M 1.3% -35,558 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: 35,496 shares; 2024Q4: 68,962 shares; 2025Q1: 77,891 shares; 2025Q2: 116,166 shares; 2025Q3: 198,963 shares; 2025Q4: 272,482 shares; 2026Q1: 380,909 shares 380,909 $40.4M 1.08% +108,427 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: 75,323 shares; 2024Q4: 61,356 shares; 2025Q1: 68,644 shares; 2025Q2: 57,835 shares; 2025Q3: 615,158 shares; 2025Q4: 669,772 shares; 2026Q1: 957,846 shares 957,846 $37.2M 1% +288,074 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: 14,535 shares; 2024Q4: 13,498 shares; 2025Q1: 15,201 shares; 2025Q2: 14,531 shares; 2025Q3: 14,689 shares; 2025Q4: 18,175 shares; 2026Q1: 330,824 shares 330,824 $36.5M 0.98% +312,649 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: 36,089 shares; 2024Q4: 46,011 shares; 2025Q1: 52,108 shares; 2025Q2: 61,625 shares; 2025Q3: 73,910 shares; 2025Q4: 232,103 shares; 2026Q1: 274,877 shares 274,877 $36.5M 0.98% +42,774 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: 30,746 shares; 2024Q4: 54,793 shares; 2025Q1: 68,433 shares; 2025Q2: 100,839 shares; 2025Q3: 109,644 shares; 2025Q4: 138,494 shares; 2026Q1: 169,061 shares 169,061 $35.2M 0.94% +30,567 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: 23,220 shares; 2024Q4: 23,138 shares; 2025Q1: 33,047 shares; 2025Q2: 42,803 shares; 2025Q3: 391,994 shares; 2025Q4: 396,445 shares; 2026Q1: 440,801 shares 440,801 $34.6M 0.93% +44,356 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: 113,805 shares; 2024Q4: 111,850 shares; 2025Q1: 128,044 shares; 2025Q2: 149,243 shares; 2025Q3: 451,399 shares; 2025Q4: 568,020 shares; 2026Q1: 532,225 shares 532,225 $34.1M 0.91% -35,795 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 122,101 shares; 2026Q1: 1,294,378 shares 1,294,378 $32.7M 0.88% +1,172,277 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: 12,445 shares; 2024Q4: 35,041 shares; 2025Q1: 43,137 shares; 2025Q2: 68,387 shares; 2025Q3: 70,843 shares; 2025Q4: 84,802 shares; 2026Q1: 98,641 shares 98,641 $28.4M 0.76% +13,839 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: 12,256 shares; 2024Q4: 29,850 shares; 2025Q1: 36,822 shares; 2025Q2: 48,670 shares; 2025Q3: 57,723 shares; 2025Q4: 84,092 shares; 2026Q1: 97,095 shares 97,095 $27.9M 0.75% +13,003 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,560 shares; 2025Q1: 24,704 shares; 2025Q2: 30,041 shares; 2025Q3: 94,045 shares; 2025Q4: 99,237 shares; 2026Q1: 115,983 shares 115,983 $27.8M 0.75% +16,746 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: 41,067 shares; 2024Q4: 36,095 shares; 2025Q1: 36,313 shares; 2025Q2: 36,225 shares; 2025Q3: 38,968 shares; 2025Q4: 47,798 shares; 2026Q1: 86,551 shares 86,551 $27.8M 0.74% +38,753 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,503 shares; 2025Q3: 223,196 shares; 2025Q4: 297,912 shares; 2026Q1: 545,755 shares 545,755 $27.3M 0.73% +247,843 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: 59,178 shares; 2024Q4: 72,799 shares; 2025Q1: 83,364 shares; 2025Q2: 84,051 shares; 2025Q3: 94,040 shares; 2025Q4: 153,050 shares; 2026Q1: 187,998 shares 187,998 $27.2M 0.73% +34,948 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: 8,850 shares; 2024Q4: 9,403 shares; 2025Q1: 10,522 shares; 2025Q2: 11,091 shares; 2025Q3: 11,280 shares; 2025Q4: 50,408 shares; 2026Q1: 54,710 shares 54,710 $23.9M 0.64% +4,302 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,446 shares; 2025Q3: 8,836 shares; 2025Q4: 8,666 shares; 2026Q1: 472,758 shares 472,758 $23.6M 0.63% +464,092 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,852 shares 270,852 $22.4M 0.6% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,434 shares; 2024Q4: 140,468 shares; 2025Q1: 145,863 shares; 2025Q2: 200,321 shares; 2025Q3: 325,880 shares; 2025Q4: 470,520 shares; 2026Q1: 460,840 shares 460,840 $21.6M 0.58% -9,680 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: 15,936 shares; 2024Q4: 18,537 shares; 2025Q1: 23,127 shares; 2025Q2: 36,879 shares; 2025Q3: 44,103 shares; 2025Q4: 62,259 shares; 2026Q1: 69,742 shares 69,742 $21.6M 0.58% +7,483 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: 6,052 shares; 2024Q4: 10,671 shares; 2025Q1: 14,844 shares; 2025Q2: 20,941 shares; 2025Q3: 23,162 shares; 2025Q4: 37,124 shares; 2026Q1: 43,988 shares 43,988 $21.1M 0.57% +6,864 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: 10,521 shares; 2024Q4: 11,531 shares; 2025Q1: 16,654 shares; 2025Q2: 24,347 shares; 2025Q3: 26,459 shares; 2025Q4: 36,666 shares; 2026Q1: 35,991 shares 35,991 $20.8M 0.56% -675 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: 21,213 shares; 2024Q4: 30,925 shares; 2025Q1: 110,805 shares; 2025Q2: 132,461 shares; 2025Q3: 195,577 shares; 2025Q4: 320,709 shares; 2026Q1: 234,338 shares 234,338 $20.7M 0.55% -86,371 Timeline TLH 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: 8,909 shares; 2024Q4: 18,029 shares; 2025Q1: 76,498 shares; 2025Q2: 105,751 shares; 2025Q3: 161,879 shares; 2025Q4: 260,937 shares; 2026Q1: 202,570 shares 202,570 $20.4M 0.55% -58,367 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: 47,509 shares; 2024Q4: 101,337 shares; 2025Q1: 116,260 shares; 2025Q2: 134,880 shares; 2025Q3: 184,938 shares; 2025Q4: 212,967 shares; 2026Q1: 810,459 shares 810,459 $20.1M 0.54% +597,492 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: 11,065 shares; 2024Q4: 11,219 shares; 2025Q1: 10,950 shares; 2025Q2: 11,137 shares; 2025Q3: 11,663 shares; 2025Q4: 41,742 shares; 2026Q1: 206,100 shares 206,100 $20M 0.54% +164,358 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: 4,231 shares; 2024Q4: 6,781 shares; 2025Q1: 15,204 shares; 2025Q2: 25,339 shares; 2025Q3: 26,816 shares; 2025Q4: 31,767 shares; 2026Q1: 30,234 shares 30,234 $19.7M 0.53% -1,533 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 615 shares; 2025Q2: 421 shares; 2025Q3: 21,901 shares; 2025Q4: 23,049 shares; 2026Q1: 26,294 shares 26,294 $18.3M 0.49% +3,245 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: 19,359 shares; 2024Q4: 215,101 shares; 2025Q1: 209,767 shares; 2025Q2: 314,912 shares; 2025Q3: 307,199 shares; 2025Q4: 410,392 shares; 2026Q1: 582,054 shares 582,054 $17.9M 0.48% +171,662 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: 13,446 shares; 2024Q4: 19,566 shares; 2025Q1: 21,759 shares; 2025Q2: 31,318 shares; 2025Q3: 35,007 shares; 2025Q4: 49,156 shares; 2026Q1: 60,145 shares 60,145 $17.7M 0.47% +10,989 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 27,262 shares; 2025Q1: 59,626 shares; 2025Q2: 79,087 shares; 2025Q3: 145,313 shares; 2025Q4: 218,282 shares; 2026Q1: 373,840 shares 373,840 $17.4M 0.47% +155,558 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: 7,245 shares; 2024Q4: 8,072 shares; 2025Q1: 10,536 shares; 2025Q2: 17,363 shares; 2025Q3: 18,663 shares; 2025Q4: 24,237 shares; 2026Q1: 30,128 shares 30,128 $17.2M 0.46% +5,891 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: 1,800 shares; 2024Q4: 2,050 shares; 2025Q1: 3,456 shares; 2025Q2: 3,218 shares; 2025Q3: 3,820 shares; 2025Q4: 32,520 shares; 2026Q1: 87,974 shares 87,974 $16.9M 0.45% +55,454 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 3,767 shares; 2025Q1: 4,757 shares; 2025Q2: 6,889 shares; 2025Q3: 9,648 shares; 2025Q4: 16,052 shares; 2026Q1: 18,062 shares 18,062 $16.6M 0.45% +2,010 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: 9,897 shares; 2024Q4: 9,482 shares; 2025Q1: 49,966 shares; 2025Q2: 68,478 shares; 2025Q3: 81,839 shares; 2025Q4: 142,804 shares; 2026Q1: 180,314 shares 180,314 $16.3M 0.44% +37,510 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,916 shares; 2025Q3: 346,887 shares; 2025Q4: 358,073 shares; 2026Q1: 435,710 shares 435,710 $16M 0.43% +77,637 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 9,015 shares; 2025Q1: 14,053 shares; 2025Q2: 22,597 shares; 2025Q3: 28,548 shares; 2025Q4: 33,751 shares; 2026Q1: 42,936 shares 42,936 $16M 0.43% +9,185 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: 28,581 shares; 2024Q4: 30,378 shares; 2025Q1: 35,903 shares; 2025Q2: 52,497 shares; 2025Q3: 65,359 shares; 2025Q4: 87,021 shares; 2026Q1: 93,522 shares 93,522 $15.9M 0.43% +6,501 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,593 shares; 2024Q4: 429,816 shares; 2025Q1: 487,868 shares; 2025Q2: 485,460 shares; 2025Q3: 479,613 shares; 2025Q4: 460,111 shares; 2026Q1: 348,804 shares 348,804 $15.6M 0.42% -111,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292,722 shares; 2025Q4: 296,739 shares; 2026Q1: 320,173 shares 320,173 $15.5M 0.42% +23,434 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 21,388 shares; 2025Q1: 23,019 shares; 2025Q2: 22,695 shares; 2025Q3: 45,684 shares; 2025Q4: 52,610 shares; 2026Q1: 56,306 shares 56,306 $14.7M 0.4% +3,696 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: 12,661 shares; 2024Q4: 14,348 shares; 2025Q1: 33,577 shares; 2025Q2: 56,707 shares; 2025Q3: 196,878 shares; 2025Q4: 270,274 shares; 2026Q1: 264,541 shares 264,541 $14.3M 0.38% -5,733 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: 104,721 shares; 2024Q4: 395,770 shares; 2025Q1: 394,266 shares; 2025Q2: 404,893 shares; 2025Q3: 494,508 shares; 2025Q4: 518,836 shares; 2026Q1: 551,210 shares 551,210 $14.1M 0.38% +32,374 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,796 shares; 2024Q4: 124,996 shares; 2025Q1: 241,616 shares; 2025Q2: 236,697 shares; 2025Q3: 293,899 shares; 2025Q4: 391,355 shares; 2026Q1: 339,118 shares 339,118 $13.8M 0.37% -52,237 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: 27,479 shares; 2024Q4: 33,893 shares; 2025Q1: 39,798 shares; 2025Q2: 52,490 shares; 2025Q3: 61,438 shares; 2025Q4: 84,672 shares; 2026Q1: 109,744 shares 109,744 $13.6M 0.37% +25,072 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,818 shares; 2025Q3: 161,916 shares; 2025Q4: 246,867 shares; 2026Q1: 243,706 shares 243,706 $12.9M 0.35% -3,161 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 3,444 shares; 2025Q1: 4,100 shares; 2025Q2: 5,126 shares; 2025Q3: 8,791 shares; 2025Q4: 9,329 shares; 2026Q1: 12,156 shares 12,156 $12.1M 0.32% +2,827 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: 12,660 shares; 2024Q4: 20,334 shares; 2025Q1: 22,429 shares; 2025Q2: 26,685 shares; 2025Q3: 25,350 shares; 2025Q4: 147,748 shares; 2026Q1: 152,215 shares 152,215 $11.7M 0.31% +4,467 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,026 shares; 2025Q3: 210,526 shares; 2025Q4: 210,525 shares; 2026Q1: 215,546 shares 215,546 $11.6M 0.31% +5,021 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,228 shares; 2025Q1: 124,101 shares; 2025Q2: 134,091 shares; 2025Q3: 187,820 shares; 2025Q4: 210,463 shares; 2026Q1: 231,819 shares 231,819 $11.4M 0.31% +21,356 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: not reported; 2024Q4: not reported; 2025Q1: 6,419 shares; 2025Q2: 10,183 shares; 2025Q3: 10,910 shares; 2025Q4: 17,744 shares; 2026Q1: 111,938 shares 111,938 $11.3M 0.3% +94,194 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: 15,666 shares; 2024Q4: 17,895 shares; 2025Q1: 29,136 shares; 2025Q2: 48,222 shares; 2025Q3: 66,372 shares; 2025Q4: 152,392 shares; 2026Q1: 158,781 shares 158,781 $10.7M 0.29% +6,389 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: 5,757 shares; 2024Q4: 14,155 shares; 2025Q1: 19,001 shares; 2025Q2: 25,474 shares; 2025Q3: 30,805 shares; 2025Q4: 42,302 shares; 2026Q1: 50,771 shares 50,771 $10.5M 0.28% +8,469 Timeline ZAP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,645 shares; 2025Q4: 299,931 shares; 2026Q1: 325,094 shares 325,094 $10.5M 0.28% +25,163 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: not reported; 2024Q4: not reported; 2025Q1: 48,561 shares; 2025Q2: 76,445 shares; 2025Q3: 92,048 shares; 2025Q4: 94,878 shares; 2026Q1: 147,005 shares 147,005 $10.4M 0.28% +52,127 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: 35,512 shares; 2024Q4: 27,001 shares; 2025Q1: 25,328 shares; 2025Q2: 21,796 shares; 2025Q3: 291,202 shares; 2025Q4: 297,275 shares; 2026Q1: 292,937 shares 292,937 $10.4M 0.28% -4,338 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: 9,014 shares; 2024Q4: 16,851 shares; 2025Q1: 19,692 shares; 2025Q2: 22,214 shares; 2025Q3: 22,715 shares; 2025Q4: 32,588 shares; 2026Q1: 42,446 shares 42,446 $10.4M 0.28% +9,858 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,846 shares; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 17,683 shares; 2025Q4: 22,814 shares; 2026Q1: 30,329 shares 30,329 $10.2M 0.27% +7,515 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: 6,991 shares; 2024Q4: 16,368 shares; 2025Q1: 15,021 shares; 2025Q2: 15,416 shares; 2025Q3: 15,716 shares; 2025Q4: 18,395 shares; 2026Q1: 23,466 shares 23,466 $10.1M 0.27% +5,071 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: 5,237 shares; 2024Q4: 10,936 shares; 2025Q1: 13,341 shares; 2025Q2: 18,983 shares; 2025Q3: 22,234 shares; 2025Q4: 28,922 shares; 2026Q1: 33,163 shares 33,163 $10M 0.27% +4,241 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,063 shares; 2025Q2: 16,164 shares; 2025Q3: 151,658 shares; 2025Q4: 192,203 shares; 2026Q1: 259,787 shares 259,787 $9.98M 0.27% +67,584 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: 9,588 shares; 2024Q4: 17,728 shares; 2025Q1: 20,236 shares; 2025Q2: 24,686 shares; 2025Q3: 29,922 shares; 2025Q4: 36,568 shares; 2026Q1: 44,558 shares 44,558 $9.69M 0.26% +7,990 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares; 2026Q1: 88,260 shares 88,260 $9.68M 0.26% +86,226 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,536 shares; 2025Q3: 51,850 shares; 2025Q4: 95,386 shares; 2026Q1: 223,156 shares 223,156 $9.42M 0.25% +127,770 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to 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: 372,088 shares 372,088 $9.04M 0.24% new Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,040 shares; 2025Q4: 165,328 shares; 2026Q1: 177,330 shares 177,330 $8.84M 0.24% +12,002 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: 14,915 shares; 2024Q4: 16,864 shares; 2025Q1: 19,170 shares; 2025Q2: 24,377 shares; 2025Q3: 74,264 shares; 2025Q4: 74,150 shares; 2026Q1: 81,632 shares 81,632 $8.69M 0.23% +7,482 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: not reported; 2024Q4: not reported; 2025Q1: 5,059 shares; 2025Q2: 13,221 shares; 2025Q3: 13,558 shares; 2025Q4: 114,376 shares; 2026Q1: 100,254 shares 100,254 $8.69M 0.23% -14,122 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: 41,537 shares; 2024Q4: 61,712 shares; 2025Q1: 70,855 shares; 2025Q2: 65,736 shares; 2025Q3: 133,965 shares; 2025Q4: 166,952 shares; 2026Q1: 348,606 shares 348,606 $8.68M 0.23% +181,654 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: 4,104 shares; 2024Q4: 4,040 shares; 2025Q1: 4,267 shares; 2025Q2: 5,105 shares; 2025Q3: 6,014 shares; 2025Q4: 8,975 shares; 2026Q1: 11,944 shares 11,944 $8.46M 0.23% +2,969 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: 2,141 shares; 2024Q4: 5,922 shares; 2025Q1: 7,136 shares; 2025Q2: 10,772 shares; 2025Q3: 11,447 shares; 2025Q4: 13,492 shares; 2026Q1: 16,776 shares 16,776 $8.38M 0.22% +3,284 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: 12,468 shares; 2024Q4: 14,892 shares; 2025Q1: 18,265 shares; 2025Q2: 19,132 shares; 2025Q3: 21,982 shares; 2025Q4: 135,085 shares; 2026Q1: 138,516 shares 138,516 $7.84M 0.21% +3,431 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: 110,402 shares; 2025Q4: 113,758 shares; 2026Q1: 125,355 shares 125,355 $7.81M 0.21% +11,597 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: 5,143 shares; 2024Q4: 7,187 shares; 2025Q1: 8,190 shares; 2025Q2: 12,033 shares; 2025Q3: 14,326 shares; 2025Q4: 19,478 shares; 2026Q1: 23,720 shares 23,720 $7.8M 0.21% +4,242 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: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 2,322 shares; 2025Q2: 1,317 shares; 2025Q3: 1,358 shares; 2025Q4: 36,248 shares; 2026Q1: 35,261 shares 35,261 $7.53M 0.2% -987 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,391 shares; 2025Q4: 195,774 shares; 2026Q1: 232,295 shares 232,295 $7.48M 0.2% +36,521 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,778 shares; 2025Q1: 2,965 shares; 2025Q2: 1,731 shares; 2025Q3: 2,002 shares; 2025Q4: 53,515 shares; 2026Q1: 50,390 shares 50,390 $7.39M 0.2% -3,125 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,573 shares 101,573 $7.2M 0.19% new 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: 3,202 shares; 2024Q4: 11,060 shares; 2025Q1: 12,138 shares; 2025Q2: 13,745 shares; 2025Q3: 15,325 shares; 2025Q4: 18,578 shares; 2026Q1: 22,606 shares 22,606 $7.03M 0.19% +4,028 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,046 shares; 2025Q3: 208,777 shares; 2025Q4: 244,641 shares; 2026Q1: 228,056 shares 228,056 $6.96M 0.19% -16,585 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,823 shares; 2026Q1: 62,821 shares 62,821 $6.85M 0.18% -6,002 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,469 shares; 2025Q2: 24,428 shares; 2025Q3: 29,798 shares; 2025Q4: 51,740 shares; 2026Q1: 21,020 shares 21,020 $6.69M 0.18% -30,720 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: 6,663 shares; 2024Q4: 11,835 shares; 2025Q1: 12,894 shares; 2025Q2: 15,625 shares; 2025Q3: 22,561 shares; 2025Q4: 30,591 shares; 2026Q1: 45,428 shares 45,428 $6.65M 0.18% +14,837 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,275 shares; 2025Q1: 4,723 shares; 2025Q2: 5,799 shares; 2025Q3: 5,445 shares; 2025Q4: 90,619 shares; 2026Q1: 87,748 shares 87,748 $6.6M 0.18% -2,871 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: 1,093 shares; 2024Q4: 2,849 shares; 2025Q1: 2,979 shares; 2025Q2: 3,309 shares; 2025Q3: 3,617 shares; 2025Q4: 5,289 shares; 2026Q1: 7,706 shares 7,706 $6.52M 0.17% +2,417 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: 8,973 shares; 2024Q4: 8,517 shares; 2025Q1: 10,250 shares; 2025Q2: 11,832 shares; 2025Q3: 18,695 shares; 2025Q4: 25,550 shares; 2026Q1: 33,611 shares 33,611 $6.48M 0.17% +8,061 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: 14,036 shares; 2024Q4: 14,127 shares; 2025Q1: 14,969 shares; 2025Q2: 16,843 shares; 2025Q3: 17,568 shares; 2025Q4: 21,296 shares; 2026Q1: 26,003 shares 26,003 $6.3M 0.17% +4,707 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: 4,944 shares; 2024Q4: 4,980 shares; 2025Q1: 11,823 shares; 2025Q2: 16,327 shares; 2025Q3: 24,697 shares; 2025Q4: 27,381 shares; 2026Q1: 32,705 shares 32,705 $6.27M 0.17% +5,324 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: 23,420 shares; 2024Q4: 38,906 shares; 2025Q1: 39,219 shares; 2025Q2: 53,719 shares; 2025Q3: 70,251 shares; 2025Q4: 111,856 shares; 2026Q1: 124,634 shares 124,634 $6.26M 0.17% +12,778 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 3,354 shares; 2025Q1: 6,934 shares; 2025Q2: 10,496 shares; 2025Q3: 10,327 shares; 2025Q4: 11,070 shares; 2026Q1: 20,667 shares 20,667 $6.18M 0.17% +9,597 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: 18,303 shares; 2024Q4: 23,246 shares; 2025Q1: 34,079 shares; 2025Q2: 38,276 shares; 2025Q3: 41,317 shares; 2025Q4: 50,366 shares; 2026Q1: 49,619 shares 49,619 $6.17M 0.17% -747 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,922 shares; 2026Q1: 89,543 shares 89,543 $6.1M 0.16% -2,379 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,347 shares; 2025Q1: 12,938 shares; 2025Q2: 12,242 shares; 2025Q3: 60,517 shares; 2025Q4: 62,496 shares; 2026Q1: 66,407 shares 66,407 $6.09M 0.16% +3,911 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: 12,338 shares; 2024Q4: 15,173 shares; 2025Q1: 28,148 shares; 2025Q2: 36,704 shares; 2025Q3: 48,164 shares; 2025Q4: 90,144 shares; 2026Q1: 86,228 shares 86,228 $6.01M 0.16% -3,916 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: 18,624 shares; 2024Q4: 18,867 shares; 2025Q1: 18,606 shares; 2025Q2: 18,640 shares; 2025Q3: 43,782 shares; 2025Q4: 38,825 shares; 2026Q1: 122,817 shares 122,817 $5.9M 0.16% +83,992 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,034 shares; 2025Q2: 21,704 shares; 2025Q3: 54,556 shares; 2025Q4: 67,872 shares; 2026Q1: 149,901 shares 149,901 $5.84M 0.16% +82,029 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: 953 shares; 2024Q4: 1,102 shares; 2025Q1: 1,550 shares; 2025Q2: 2,093 shares; 2025Q3: 2,578 shares; 2025Q4: 35,959 shares; 2026Q1: 59,694 shares 59,694 $5.74M 0.15% +23,735 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,964 shares; 2025Q2: 32,309 shares; 2025Q3: 55,098 shares; 2025Q4: 105,418 shares; 2026Q1: 226,270 shares 226,270 $5.61M 0.15% +120,852 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: 10,009 shares; 2024Q4: 25,013 shares; 2025Q1: 22,314 shares; 2025Q2: 225,410 shares; 2025Q3: 233,691 shares; 2025Q4: 227,410 shares; 2026Q1: 222,657 shares 222,657 $5.59M 0.15% -4,753 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: 5,567 shares; 2024Q4: 10,245 shares; 2025Q1: 13,821 shares; 2025Q2: 17,093 shares; 2025Q3: 17,710 shares; 2025Q4: 26,512 shares; 2026Q1: 33,226 shares 33,226 $5.49M 0.15% +6,714 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 7,230 shares; 2025Q1: 7,958 shares; 2025Q2: 8,962 shares; 2025Q3: 13,013 shares; 2025Q4: 14,810 shares; 2026Q1: 19,157 shares 19,157 $5.44M 0.15% +4,347 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: 19,316 shares; 2024Q4: 27,520 shares; 2025Q1: 29,260 shares; 2025Q2: 34,454 shares; 2025Q3: 45,202 shares; 2025Q4: 52,788 shares; 2026Q1: 69,753 shares 69,753 $5.41M 0.15% +16,965 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,898 shares 106,898 $5.34M 0.14% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,263 shares; 2025Q4: 58,230 shares; 2026Q1: 65,869 shares 65,869 $5.31M 0.14% +7,639 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: 2,886 shares; 2024Q4: 5,910 shares; 2025Q1: 6,675 shares; 2025Q2: 13,653 shares; 2025Q3: 17,954 shares; 2025Q4: 28,758 shares; 2026Q1: 32,930 shares 32,930 $5.26M 0.14% +4,172 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,349 shares; 2024Q4: 24,262 shares; 2025Q1: 24,092 shares; 2025Q2: 59,323 shares; 2025Q3: 72,201 shares; 2025Q4: 66,926 shares; 2026Q1: 113,974 shares 113,974 $5.17M 0.14% +47,048 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: 5,609 shares; 2024Q4: 5,770 shares; 2025Q1: 6,762 shares; 2025Q2: 8,630 shares; 2025Q3: 8,843 shares; 2025Q4: 9,229 shares; 2026Q1: 11,965 shares 11,965 $5.1M 0.14% +2,736 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,310 shares; 2025Q1: 5,227 shares; 2025Q2: 263,123 shares; 2025Q3: 309,312 shares; 2025Q4: 405,556 shares; 2026Q1: 101,659 shares 101,659 $5.02M 0.13% -303,897 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: 6,406 shares; 2024Q4: 7,948 shares; 2025Q1: 9,377 shares; 2025Q2: 11,700 shares; 2025Q3: 13,806 shares; 2025Q4: 16,314 shares; 2026Q1: 24,415 shares 24,415 $4.97M 0.13% +8,101 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,024 shares; 2025Q2: 70,147 shares; 2025Q3: 93,186 shares; 2025Q4: 92,960 shares; 2026Q1: 95,559 shares 95,559 $4.87M 0.13% +2,599 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares; 2026Q1: 41,979 shares 41,979 $4.8M 0.13% +102 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: 24,461 shares; 2024Q4: 26,402 shares; 2025Q1: 45,208 shares; 2025Q2: 27,780 shares; 2025Q3: 27,061 shares; 2025Q4: 28,008 shares; 2026Q1: 62,043 shares 62,043 $4.79M 0.13% +34,035 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,566 shares; 2025Q1: 43,768 shares; 2025Q2: 53,345 shares; 2025Q3: 57,353 shares; 2025Q4: 58,950 shares; 2026Q1: 60,875 shares 60,875 $4.79M 0.13% +1,925 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: 24,372 shares; 2024Q4: 19,272 shares; 2025Q1: 16,556 shares; 2025Q2: 29,528 shares; 2025Q3: 29,749 shares; 2025Q4: 57,028 shares; 2026Q1: 59,644 shares 59,644 $4.73M 0.13% +2,616 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: 870 shares; 2024Q4: 2,580 shares; 2025Q1: 1,574 shares; 2025Q2: 4,670 shares; 2025Q3: 4,790 shares; 2025Q4: 7,637 shares; 2026Q1: 7,778 shares 7,778 $4.7M 0.13% +141 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: 4,306 shares; 2024Q4: 4,991 shares; 2025Q1: 18,445 shares; 2025Q2: 30,844 shares; 2025Q3: 28,613 shares; 2025Q4: 33,825 shares; 2026Q1: 41,470 shares 41,470 $4.69M 0.13% +7,645 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: 8,490 shares; 2024Q4: 7,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,568 shares; 2025Q4: 32,461 shares; 2026Q1: 97,554 shares 97,554 $4.67M 0.13% +65,093 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: 23,866 shares; 2024Q4: 33,654 shares; 2025Q1: 35,816 shares; 2025Q2: 39,826 shares; 2025Q3: 39,767 shares; 2025Q4: 43,097 shares; 2026Q1: 47,404 shares 47,404 $4.64M 0.12% +4,307 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,732 shares; 2025Q2: 36,028 shares; 2025Q3: 37,976 shares; 2025Q4: 53,827 shares; 2026Q1: 65,176 shares 65,176 $4.64M 0.12% +11,349 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: 12,458 shares; 2024Q4: 14,798 shares; 2025Q1: 31,661 shares; 2025Q2: 38,509 shares; 2025Q3: 37,055 shares; 2025Q4: 56,355 shares; 2026Q1: 94,842 shares 94,842 $4.62M 0.12% +38,487 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,271 shares; 2025Q2: 63,262 shares; 2025Q3: 67,899 shares; 2025Q4: 68,705 shares; 2026Q1: 68,687 shares 68,687 $4.61M 0.12% -18 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: 3,241 shares; 2024Q4: 6,205 shares; 2025Q1: 11,257 shares; 2025Q2: 13,754 shares; 2025Q3: 20,615 shares; 2025Q4: 27,996 shares; 2026Q1: 29,420 shares 29,420 $4.57M 0.12% +1,424 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: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 12,069 shares; 2025Q3: 12,182 shares; 2025Q4: 27,617 shares; 2026Q1: 91,285 shares 91,285 $4.56M 0.12% +63,668 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: 3,840 shares; 2024Q4: 3,603 shares; 2025Q1: 3,880 shares; 2025Q2: 5,374 shares; 2025Q3: 10,868 shares; 2025Q4: 11,862 shares; 2026Q1: 12,746 shares 12,746 $4.56M 0.12% +884 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: not reported; 2024Q4: not reported; 2025Q1: 9,079 shares; 2025Q2: 7,452 shares; 2025Q3: 18,718 shares; 2025Q4: 45,609 shares; 2026Q1: 61,904 shares 61,904 $4.56M 0.12% +16,295 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to 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: 217,209 shares; 2026Q1: 107,769 shares 107,769 $4.52M 0.12% -109,440 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: 26,368 shares; 2024Q4: 32,310 shares; 2025Q1: 32,094 shares; 2025Q2: 36,473 shares; 2025Q3: 36,881 shares; 2025Q4: 47,783 shares; 2026Q1: 59,168 shares 59,168 $4.5M 0.12% +11,385 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,265 shares; 2025Q3: 22,753 shares; 2025Q4: 35,416 shares; 2026Q1: 58,079 shares 58,079 $4.49M 0.12% +22,663 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: 12,920 shares; 2024Q4: 51,755 shares; 2025Q1: 53,974 shares; 2025Q2: 91,488 shares; 2025Q3: 86,522 shares; 2025Q4: 145,380 shares; 2026Q1: 153,525 shares 153,525 $4.45M 0.12% +8,145 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: not reported; 2024Q4: 7,249 shares; 2025Q1: 8,299 shares; 2025Q2: 19,783 shares; 2025Q3: 22,115 shares; 2025Q4: 28,629 shares; 2026Q1: 57,554 shares 57,554 $4.44M 0.12% +28,925 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: 50,149 shares; 2025Q1: 53,660 shares; 2025Q2: 51,426 shares; 2025Q3: 61,319 shares; 2025Q4: 86,493 shares; 2026Q1: 95,151 shares 95,151 $4.4M 0.12% +8,658 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,698 shares; 2025Q4: 12,581 shares; 2026Q1: 11,860 shares 11,860 $4.4M 0.12% -721 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: 9,708 shares; 2024Q4: 12,010 shares; 2025Q1: 13,919 shares; 2025Q2: 15,406 shares; 2025Q3: 15,762 shares; 2025Q4: 37,362 shares; 2026Q1: 47,036 shares 47,036 $4.37M 0.12% +9,674 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: 9,682 shares; 2024Q4: 13,907 shares; 2025Q1: 14,856 shares; 2025Q2: 18,547 shares; 2025Q3: 18,962 shares; 2025Q4: 21,921 shares; 2026Q1: 29,030 shares 29,030 $4.3M 0.12% +7,109 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,834 shares 147,834 $4.27M 0.11% new Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,506 shares 122,506 $4.16M 0.11% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,962 shares; 2025Q2: 8,128 shares; 2025Q3: 12,208 shares; 2025Q4: 14,617 shares; 2026Q1: 40,067 shares 40,067 $4.08M 0.11% +25,450 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: 11,156 shares; 2024Q4: 53,644 shares; 2025Q1: 63,323 shares; 2025Q2: 55,674 shares; 2025Q3: 67,875 shares; 2025Q4: 66,522 shares; 2026Q1: 80,123 shares 80,123 $4M 0.11% +13,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,552 shares; 2025Q3: 104,791 shares; 2025Q4: 108,017 shares; 2026Q1: 83,978 shares 83,978 $3.87M 0.1% -24,039 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: 8,606 shares; 2024Q4: 20,240 shares; 2025Q1: 20,668 shares; 2025Q2: 21,305 shares; 2025Q3: 20,462 shares; 2025Q4: 30,120 shares; 2026Q1: 37,555 shares 37,555 $3.86M 0.1% +7,435 Timeline FBND 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: 4,323 shares; 2024Q4: 59,092 shares; 2025Q1: 79,430 shares; 2025Q2: 77,899 shares; 2025Q3: 75,578 shares; 2025Q4: 98,179 shares; 2026Q1: 83,428 shares 83,428 $3.81M 0.1% -14,751 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: 4,823 shares; 2024Q4: 25,930 shares; 2025Q1: 27,575 shares; 2025Q2: 46,410 shares; 2025Q3: 47,277 shares; 2025Q4: 57,170 shares; 2026Q1: 62,527 shares 62,527 $3.79M 0.1% +5,357 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,761 shares; 2025Q1: 1,984 shares; 2025Q2: 2,555 shares; 2025Q3: 3,269 shares; 2025Q4: 3,567 shares; 2026Q1: 4,288 shares 4,288 $3.74M 0.1% +721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,545 shares; 2025Q3: 66,072 shares; 2025Q4: 67,261 shares; 2026Q1: 82,196 shares 82,196 $3.71M 0.1% +14,935 Timeline ONEY 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: 27,164 shares; 2026Q1: 30,747 shares 30,747 $3.69M 0.1% +3,583 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,257 shares; 2025Q3: 12,563 shares; 2025Q4: 34,996 shares; 2026Q1: 62,636 shares 62,636 $3.67M 0.1% +27,640 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: 3,731 shares; 2024Q4: 3,927 shares; 2025Q1: 4,746 shares; 2025Q2: 5,237 shares; 2025Q3: 6,269 shares; 2025Q4: 10,307 shares; 2026Q1: 12,726 shares 12,726 $3.65M 0.1% +2,419 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: 7,148 shares; 2024Q4: 7,343 shares; 2025Q1: 7,214 shares; 2025Q2: 8,085 shares; 2025Q3: 16,940 shares; 2025Q4: 25,567 shares; 2026Q1: 30,110 shares 30,110 $3.62M 0.1% +4,543 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,107 shares; 2024Q4: 105,237 shares; 2025Q1: 96,923 shares; 2025Q2: 91,786 shares; 2025Q3: 91,036 shares; 2025Q4: 90,344 shares; 2026Q1: 96,509 shares 96,509 $3.6M 0.1% +6,165 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,175 shares; 2026Q1: 43,458 shares 43,458 $3.56M 0.1% +1,283 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: 5,518 shares; 2024Q4: 19,397 shares; 2025Q1: 20,775 shares; 2025Q2: 26,068 shares; 2025Q3: 27,969 shares; 2025Q4: 32,831 shares; 2026Q1: 37,707 shares 37,707 $3.54M 0.1% +4,876 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,769 shares; 2025Q3: 9,275 shares; 2025Q4: 15,936 shares; 2026Q1: 24,859 shares 24,859 $3.54M 0.09% +8,923 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 5,756 shares; 2025Q4: 7,002 shares; 2026Q1: 9,636 shares 9,636 $3.54M 0.09% +2,634 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: 1,030 shares; 2024Q4: 979 shares; 2025Q1: 1,072 shares; 2025Q2: 1,728 shares; 2025Q3: 3,700 shares; 2025Q4: 5,581 shares; 2026Q1: 7,137 shares 7,137 $3.54M 0.09% +1,556 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,014 shares; 2026Q1: 160,497 shares 160,497 $3.53M 0.09% +17,483 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: 1,890 shares; 2024Q4: 9,938 shares; 2025Q1: 12,176 shares; 2025Q2: 13,195 shares; 2025Q3: 16,064 shares; 2025Q4: 18,165 shares; 2026Q1: 21,918 shares 21,918 $3.51M 0.09% +3,753 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: 12,138 shares; 2024Q4: 15,792 shares; 2025Q1: 15,476 shares; 2025Q2: 18,567 shares; 2025Q3: 18,867 shares; 2025Q4: 24,271 shares; 2026Q1: 26,140 shares 26,140 $3.45M 0.09% +1,869 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,279 shares; 2025Q1: 18,274 shares; 2025Q2: 18,874 shares; 2025Q3: 57,881 shares; 2025Q4: 60,096 shares; 2026Q1: 50,173 shares 50,173 $3.42M 0.09% -9,923 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: 6,810 shares; 2025Q3: 35,138 shares; 2025Q4: 34,649 shares; 2026Q1: 45,167 shares 45,167 $3.42M 0.09% +10,518 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: 8,300 shares; 2024Q4: 35,652 shares; 2025Q1: 36,823 shares; 2025Q2: 40,182 shares; 2025Q3: 38,260 shares; 2025Q4: 37,530 shares; 2026Q1: 109,142 shares 109,142 $3.38M 0.09% +71,612 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: 4,084 shares; 2024Q4: 3,988 shares; 2025Q1: 6,862 shares; 2025Q2: 9,294 shares; 2025Q3: 13,326 shares; 2025Q4: 19,102 shares; 2026Q1: 25,852 shares 25,852 $3.33M 0.09% +6,750 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: 3,856 shares; 2024Q4: 3,503 shares; 2025Q1: 5,125 shares; 2025Q2: 4,298 shares; 2025Q3: 4,169 shares; 2025Q4: 13,700 shares; 2026Q1: 39,154 shares 39,154 $3.32M 0.09% +25,454 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,817 shares; 2026Q1: 27,380 shares 27,380 $3.25M 0.09% +563 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: 10,487 shares; 2024Q4: 11,385 shares; 2025Q1: 12,793 shares; 2025Q2: 17,149 shares; 2025Q3: 19,553 shares; 2025Q4: 28,694 shares; 2026Q1: 40,620 shares 40,620 $3.23M 0.09% +11,926 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: 2,098 shares; 2024Q4: 2,380 shares; 2025Q1: 4,621 shares; 2025Q2: 5,122 shares; 2025Q3: 7,651 shares; 2025Q4: 7,821 shares; 2026Q1: 9,554 shares 9,554 $3.23M 0.09% +1,733 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,455 shares; 2026Q1: 34,842 shares 34,842 $3.22M 0.09% +3,387 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,847 shares; 2025Q1: 6,966 shares; 2025Q2: 5,700 shares; 2025Q3: 10,632 shares; 2025Q4: 20,377 shares; 2026Q1: 75,370 shares 75,370 $3.19M 0.09% +54,993 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: 1,426 shares; 2024Q4: 1,506 shares; 2025Q1: 2,110 shares; 2025Q2: 3,025 shares; 2025Q3: 4,477 shares; 2025Q4: 5,983 shares; 2026Q1: 9,304 shares 9,304 $3.18M 0.09% +3,321 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 13,214 shares; 2025Q4: 17,704 shares; 2026Q1: 24,800 shares 24,800 $3.13M 0.08% +7,096 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,783 shares; 2025Q2: 21,007 shares; 2025Q3: 36,785 shares; 2025Q4: 52,881 shares; 2026Q1: 92,520 shares 92,520 $3.13M 0.08% +39,639 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: 9,619 shares; 2024Q4: 27,120 shares; 2025Q1: 13,115 shares; 2025Q2: 13,882 shares; 2025Q3: 20,327 shares; 2025Q4: 123,761 shares; 2026Q1: 117,355 shares 117,355 $3.12M 0.08% -6,406 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: 2,060 shares; 2024Q4: 2,283 shares; 2025Q1: 3,101 shares; 2025Q2: 5,209 shares; 2025Q3: 6,853 shares; 2025Q4: 12,370 shares; 2026Q1: 13,029 shares 13,029 $3.08M 0.08% +659 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,231 shares; 2025Q2: 48,549 shares; 2025Q3: 46,997 shares; 2025Q4: 47,213 shares; 2026Q1: 48,321 shares 48,321 $3.05M 0.08% +1,108 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: 16,374 shares; 2024Q4: 17,535 shares; 2025Q1: 16,804 shares; 2025Q2: 18,719 shares; 2025Q3: 42,865 shares; 2025Q4: 66,518 shares; 2026Q1: 66,780 shares 66,780 $3.05M 0.08% +262 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,940 shares; 2026Q1: 67,796 shares 67,796 $3.04M 0.08% +12,856 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: 31,280 shares; 2024Q4: 111,166 shares; 2025Q1: 112,795 shares; 2025Q2: 124,189 shares; 2025Q3: 118,860 shares; 2025Q4: 107,844 shares; 2026Q1: 108,898 shares 108,898 $3.03M 0.08% +1,054 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,001 shares; 2026Q1: 20,166 shares 20,166 $2.94M 0.08% +1,165 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,949 shares; 2025Q4: 63,865 shares; 2026Q1: 60,981 shares 60,981 $2.93M 0.08% -2,884 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 17,421 shares; 2025Q1: 18,418 shares; 2025Q2: 17,497 shares; 2025Q3: 32,445 shares; 2025Q4: 50,482 shares; 2026Q1: 52,922 shares 52,922 $2.92M 0.08% +2,440 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,542 shares; 2025Q2: 2,172 shares; 2025Q3: 6,268 shares; 2025Q4: 7,149 shares; 2026Q1: 8,506 shares 8,506 $2.92M 0.08% +1,357 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,197 shares 38,197 $2.88M 0.08% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,465 shares; 2025Q1: 7,037 shares; 2025Q2: 14,164 shares; 2025Q3: 13,547 shares; 2025Q4: 70,835 shares; 2026Q1: 71,047 shares 71,047 $2.88M 0.08% +212 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: 3,908 shares; 2024Q4: 11,556 shares; 2025Q1: 12,016 shares; 2025Q2: 12,595 shares; 2025Q3: 9,803 shares; 2025Q4: 13,765 shares; 2026Q1: 17,487 shares 17,487 $2.88M 0.08% +3,722 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: 15,852 shares; 2024Q4: 14,845 shares; 2025Q1: 17,399 shares; 2025Q2: 16,414 shares; 2025Q3: 15,601 shares; 2025Q4: 23,120 shares; 2026Q1: 28,463 shares 28,463 $2.84M 0.08% +5,343 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: 3,024 shares; 2024Q4: 4,367 shares; 2025Q1: 6,232 shares; 2025Q2: 7,770 shares; 2025Q3: 7,859 shares; 2025Q4: 12,658 shares; 2026Q1: 13,192 shares 13,192 $2.84M 0.08% +534 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: 7,347 shares; 2024Q4: 9,468 shares; 2025Q1: 10,412 shares; 2025Q2: 11,632 shares; 2025Q3: 13,432 shares; 2025Q4: 16,181 shares; 2026Q1: 19,251 shares 19,251 $2.83M 0.08% +3,070 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,089 shares; 2025Q2: 39,263 shares; 2025Q3: 40,384 shares; 2025Q4: 61,026 shares; 2026Q1: 66,436 shares 66,436 $2.82M 0.08% +5,410 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: 1,356 shares; 2024Q4: 3,041 shares; 2025Q1: 3,177 shares; 2025Q2: 3,406 shares; 2025Q3: 3,711 shares; 2025Q4: 4,747 shares; 2026Q1: 6,529 shares 6,529 $2.82M 0.08% +1,782 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: 389 shares; 2025Q1: 1,036 shares; 2025Q2: 1,472 shares; 2025Q3: 1,619 shares; 2025Q4: 2,750 shares; 2026Q1: 2,928 shares 2,928 $2.82M 0.08% +178 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,773 shares 40,773 $2.79M 0.07% new 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: 3,184 shares; 2024Q4: 3,141 shares; 2025Q1: 4,886 shares; 2025Q2: 4,033 shares; 2025Q3: 3,976 shares; 2025Q4: 16,338 shares; 2026Q1: 25,047 shares 25,047 $2.78M 0.07% +8,709 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: 40,853 shares; 2024Q4: 42,940 shares; 2025Q1: 45,408 shares; 2025Q2: 45,950 shares; 2025Q3: 7,603 shares; 2025Q4: 9,184 shares; 2026Q1: 7,865 shares 7,865 $2.77M 0.07% -1,319 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,089 shares; 2026Q1: 40,685 shares 40,685 $2.76M 0.07% +596 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,569 shares; 2026Q1: 32,637 shares 32,637 $2.76M 0.07% +68 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,181 shares; 2025Q2: 47,311 shares; 2025Q3: 56,078 shares; 2025Q4: 55,254 shares; 2026Q1: 81,229 shares 81,229 $2.76M 0.07% +25,975 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: 2,740 shares; 2024Q4: 13,202 shares; 2025Q1: 9,317 shares; 2025Q2: 12,864 shares; 2025Q3: 17,382 shares; 2025Q4: 26,534 shares; 2026Q1: 37,978 shares 37,978 $2.73M 0.07% +11,444 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to 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: 65,168 shares; 2026Q1: 66,953 shares 66,953 $2.73M 0.07% +1,785 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: not reported; 2024Q4: 7,255 shares; 2025Q1: 9,364 shares; 2025Q2: 9,074 shares; 2025Q3: 8,646 shares; 2025Q4: 33,242 shares; 2026Q1: 76,000 shares 76,000 $2.66M 0.07% +42,758 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,194 shares 80,194 $2.65M 0.07% new 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: 2,179 shares; 2024Q4: 2,210 shares; 2025Q1: 2,608 shares; 2025Q2: 5,136 shares; 2025Q3: 6,842 shares; 2025Q4: 11,490 shares; 2026Q1: 11,156 shares 11,156 $2.65M 0.07% -334 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: 5,071 shares; 2024Q4: 7,119 shares; 2025Q1: 5,768 shares; 2025Q2: 6,202 shares; 2025Q3: 7,730 shares; 2025Q4: 9,875 shares; 2026Q1: 13,502 shares 13,502 $2.62M 0.07% +3,627 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: 590 shares; 2024Q4: 2,513 shares; 2025Q1: 2,811 shares; 2025Q2: 3,102 shares; 2025Q3: 2,975 shares; 2025Q4: 3,392 shares; 2026Q1: 4,645 shares 4,645 $2.62M 0.07% +1,253 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: 2,726 shares; 2024Q4: 3,427 shares; 2025Q1: 6,482 shares; 2025Q2: 5,688 shares; 2025Q3: 4,737 shares; 2025Q4: 6,487 shares; 2026Q1: 12,383 shares 12,383 $2.61M 0.07% +5,896 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to 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: 55,804 shares 55,804 $2.61M 0.07% new 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: not reported; 2024Q4: 7,278 shares; 2025Q1: 6,428 shares; 2025Q2: 7,877 shares; 2025Q3: 23,297 shares; 2025Q4: 29,836 shares; 2026Q1: 27,995 shares 27,995 $2.6M 0.07% -1,841 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: 3,771 shares; 2025Q1: 3,392 shares; 2025Q2: 6,644 shares; 2025Q3: 6,875 shares; 2025Q4: 9,119 shares; 2026Q1: 11,945 shares 11,945 $2.55M 0.07% +2,826 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: 6,843 shares; 2025Q4: 6,930 shares; 2026Q1: 3,996 shares 3,996 $2.54M 0.07% -2,934 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: 3,183 shares; 2024Q4: 4,797 shares; 2025Q1: 5,828 shares; 2025Q2: 7,326 shares; 2025Q3: 7,836 shares; 2025Q4: 10,830 shares; 2026Q1: 13,571 shares 13,571 $2.53M 0.07% +2,741 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,358 shares; 2026Q1: 26,633 shares 26,633 $2.52M 0.07% +20,275 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: 7,654 shares; 2024Q4: 15,367 shares; 2025Q1: 17,221 shares; 2025Q2: 17,334 shares; 2025Q3: 16,882 shares; 2025Q4: 20,515 shares; 2026Q1: 26,074 shares 26,074 $2.51M 0.07% +5,559 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,748 shares 69,748 $2.5M 0.07% new 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: 20,346 shares; 2024Q4: 20,102 shares; 2025Q1: 20,513 shares; 2025Q2: 28,615 shares; 2025Q3: 27,700 shares; 2025Q4: 59,294 shares; 2026Q1: 51,063 shares 51,063 $2.5M 0.07% -8,231 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: 4,925 shares; 2024Q4: 4,980 shares; 2025Q1: 5,881 shares; 2025Q2: 5,394 shares; 2025Q3: 7,612 shares; 2025Q4: 8,264 shares; 2026Q1: 10,072 shares 10,072 $2.5M 0.07% +1,808 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,522 shares; 2025Q1: 2,659 shares; 2025Q2: 4,240 shares; 2025Q3: 4,048 shares; 2025Q4: 24,310 shares; 2026Q1: 25,815 shares 25,815 $2.5M 0.07% +1,505 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: 10,956 shares; 2024Q4: 9,461 shares; 2025Q1: 9,297 shares; 2025Q2: 12,431 shares; 2025Q3: 14,008 shares; 2025Q4: 17,127 shares; 2026Q1: 21,894 shares 21,894 $2.48M 0.07% +4,767 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,754 shares 61,754 $2.48M 0.07% new 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: 3,377 shares; 2024Q4: 5,379 shares; 2025Q1: 5,901 shares; 2025Q2: 6,828 shares; 2025Q3: 7,619 shares; 2025Q4: 9,536 shares; 2026Q1: 10,777 shares 10,777 $2.48M 0.07% +1,241 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: 1,865 shares; 2024Q4: 2,358 shares; 2025Q1: 3,257 shares; 2025Q2: 4,246 shares; 2025Q3: 5,075 shares; 2025Q4: 7,402 shares; 2026Q1: 8,133 shares 8,133 $2.46M 0.07% +731 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: 30,888 shares; 2024Q4: 63,802 shares; 2025Q1: 66,609 shares; 2025Q2: 70,851 shares; 2025Q3: 80,492 shares; 2025Q4: 82,430 shares; 2026Q1: 84,498 shares 84,498 $2.46M 0.07% +2,068 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 16,987 shares; 2025Q3: 18,775 shares; 2025Q4: 21,380 shares; 2026Q1: 22,564 shares 22,564 $2.44M 0.07% +1,184 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: 3,870 shares; 2024Q4: 4,782 shares; 2025Q1: 7,307 shares; 2025Q2: 8,153 shares; 2025Q3: 10,335 shares; 2025Q4: 28,276 shares; 2026Q1: 27,473 shares 27,473 $2.44M 0.07% -803 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: 5,108 shares; 2024Q4: 6,783 shares; 2025Q1: 16,201 shares; 2025Q2: 23,114 shares; 2025Q3: 32,154 shares; 2025Q4: 51,488 shares; 2026Q1: 25,915 shares 25,915 $2.43M 0.07% -25,573 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 13,981 shares; 2025Q1: 14,650 shares; 2025Q2: 14,814 shares; 2025Q3: 15,746 shares; 2025Q4: 16,786 shares; 2026Q1: 16,648 shares 16,648 $2.41M 0.06% -138 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,790 shares; 2024Q4: 21,081 shares; 2025Q1: 36,851 shares; 2025Q2: 35,300 shares; 2025Q3: 35,661 shares; 2025Q4: 34,426 shares; 2026Q1: 38,425 shares 38,425 $2.4M 0.06% +3,999 Timeline ANGL 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: 64,856 shares; 2025Q1: 71,631 shares; 2025Q2: 71,350 shares; 2025Q3: 71,682 shares; 2025Q4: 72,526 shares; 2026Q1: 83,493 shares 83,493 $2.4M 0.06% +10,967 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,543 shares; 2025Q1: 47,275 shares; 2025Q2: 45,953 shares; 2025Q3: 70,389 shares; 2025Q4: 81,022 shares; 2026Q1: 90,514 shares 90,514 $2.37M 0.06% +9,492 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: 6,227 shares; 2024Q4: 8,976 shares; 2025Q1: 8,692 shares; 2025Q2: 20,163 shares; 2025Q3: 25,218 shares; 2025Q4: 22,380 shares; 2026Q1: 28,342 shares 28,342 $2.37M 0.06% +5,962 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 3,713 shares; 2025Q4: 3,299 shares; 2026Q1: 16,153 shares 16,153 $2.35M 0.06% +12,854 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: 1,811 shares; 2024Q4: 2,027 shares; 2025Q1: 2,158 shares; 2025Q2: 2,211 shares; 2025Q3: 5,526 shares; 2025Q4: 8,769 shares; 2026Q1: 9,532 shares 9,532 $2.31M 0.06% +763 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,796 shares; 2025Q1: 3,128 shares; 2025Q2: 3,846 shares; 2025Q3: 8,111 shares; 2025Q4: 8,677 shares; 2026Q1: 11,619 shares 11,619 $2.3M 0.06% +2,942 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,543 shares; 2025Q1: 10,786 shares; 2025Q2: 21,899 shares; 2025Q3: 25,297 shares; 2025Q4: 30,907 shares; 2026Q1: 31,282 shares 31,282 $2.26M 0.06% +375 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: 2,179 shares; 2024Q4: 6,012 shares; 2025Q1: 8,369 shares; 2025Q2: 12,293 shares; 2025Q3: 15,142 shares; 2025Q4: 19,254 shares; 2026Q1: 19,427 shares 19,427 $2.23M 0.06% +173 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: 7,061 shares; 2024Q4: 5,403 shares; 2025Q1: 5,320 shares; 2025Q2: 15,828 shares; 2025Q3: 19,784 shares; 2025Q4: 37,169 shares; 2026Q1: 37,997 shares 37,997 $2.23M 0.06% +828 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,267 shares; 2026Q1: 26,993 shares 26,993 $2.23M 0.06% +9,726 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,756 shares; 2025Q4: 34,150 shares; 2026Q1: 38,868 shares 38,868 $2.21M 0.06% +4,718 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: 1,283 shares; 2024Q4: 1,387 shares; 2025Q1: 3,381 shares; 2025Q2: 4,129 shares; 2025Q3: 5,277 shares; 2025Q4: 6,173 shares; 2026Q1: 10,151 shares 10,151 $2.21M 0.06% +3,978 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: 2,337 shares; 2024Q4: 3,926 shares; 2025Q1: 5,108 shares; 2025Q2: 6,385 shares; 2025Q3: 8,026 shares; 2025Q4: 12,669 shares; 2026Q1: 11,083 shares 11,083 $2.2M 0.06% -1,586 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,419 shares; 2026Q1: 25,924 shares 25,924 $2.18M 0.06% -495 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 22,477 shares; 2025Q1: 20,016 shares; 2025Q2: 20,418 shares; 2025Q3: 20,665 shares; 2025Q4: 22,439 shares; 2026Q1: 16,450 shares 16,450 $2.17M 0.06% -5,989 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: 5,240 shares; 2024Q4: 15,467 shares; 2025Q1: 16,342 shares; 2025Q2: 18,492 shares; 2025Q3: 31,822 shares; 2025Q4: 37,883 shares; 2026Q1: 32,797 shares 32,797 $2.16M 0.06% -5,086 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 5,443 shares; 2025Q3: not reported; 2025Q4: 22,992 shares; 2026Q1: 41,441 shares 41,441 $2.15M 0.06% +18,449 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: 1,613 shares; 2024Q4: 6,756 shares; 2025Q1: 6,177 shares; 2025Q2: 8,320 shares; 2025Q3: 7,223 shares; 2025Q4: 8,787 shares; 2026Q1: 9,475 shares 9,475 $2.14M 0.06% +688 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: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 556 shares; 2025Q4: 783 shares; 2026Q1: 1,450 shares 1,450 $2.13M 0.06% +667 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,475 shares; 2025Q1: 5,712 shares; 2025Q2: 7,017 shares; 2025Q3: 10,447 shares; 2025Q4: 11,971 shares; 2026Q1: 23,799 shares 23,799 $2.13M 0.06% +11,828 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: 4,489 shares; 2024Q4: 9,431 shares; 2025Q1: 10,931 shares; 2025Q2: 14,588 shares; 2025Q3: 16,061 shares; 2025Q4: 29,777 shares; 2026Q1: 24,550 shares 24,550 $2.13M 0.06% -5,227 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: 15,672 shares; 2024Q4: 18,769 shares; 2025Q1: 20,457 shares; 2025Q2: 25,919 shares; 2025Q3: 37,737 shares; 2025Q4: 52,264 shares; 2026Q1: 62,891 shares 62,891 $2.11M 0.06% +10,627 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: 1,854 shares; 2024Q4: 2,599 shares; 2025Q1: 9,484 shares; 2025Q2: 9,763 shares; 2025Q3: 9,979 shares; 2025Q4: 17,908 shares; 2026Q1: 21,083 shares 21,083 $2.07M 0.06% +3,175 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: 552 shares; 2024Q4: 513 shares; 2025Q1: 798 shares; 2025Q2: 1,636 shares; 2025Q3: 2,332 shares; 2025Q4: 3,721 shares; 2026Q1: 4,796 shares 4,796 $2.04M 0.05% +1,075 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: 11,541 shares; 2024Q4: 2,645 shares; 2025Q1: 2,980 shares; 2025Q2: 6,613 shares; 2025Q3: 7,026 shares; 2025Q4: 14,460 shares; 2026Q1: 15,512 shares 15,512 $2.03M 0.05% +1,052 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,241 shares; 2026Q1: 36,192 shares 36,192 $2.03M 0.05% -49 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: 661 shares; 2024Q4: 755 shares; 2025Q1: 1,072 shares; 2025Q2: 1,418 shares; 2025Q3: 1,779 shares; 2025Q4: 2,044 shares; 2026Q1: 2,245 shares 2,245 $2.01M 0.05% +201 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: 3,228 shares; 2024Q4: 11,263 shares; 2025Q1: 8,757 shares; 2025Q2: 11,392 shares; 2025Q3: 14,337 shares; 2025Q4: 22,361 shares; 2026Q1: 32,017 shares 32,017 $2.01M 0.05% +9,656 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,736 shares 20,736 $2M 0.05% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,557 shares; 2025Q1: 6,991 shares; 2025Q2: 12,096 shares; 2025Q3: 11,385 shares; 2025Q4: 10,465 shares; 2026Q1: 9,610 shares 9,610 $2M 0.05% -855 Timeline LQD 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: 6,737 shares; 2024Q4: 7,255 shares; 2025Q1: 5,070 shares; 2025Q2: 10,140 shares; 2025Q3: 14,347 shares; 2025Q4: 16,843 shares; 2026Q1: 18,247 shares 18,247 $1.99M 0.05% +1,404 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,559 shares; 2026Q1: 37,880 shares 37,880 $1.98M 0.05% +4,321 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to 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: 161,148 shares; 2026Q1: 49,694 shares 49,694 $1.96M 0.05% -111,454 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 13,885 shares; 2025Q1: 17,308 shares; 2025Q2: 18,053 shares; 2025Q3: 20,404 shares; 2025Q4: 27,430 shares; 2026Q1: 28,664 shares 28,664 $1.96M 0.05% +1,234 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: 1,388 shares; 2024Q4: 1,644 shares; 2025Q1: 1,965 shares; 2025Q2: 2,120 shares; 2025Q3: 3,107 shares; 2025Q4: 5,630 shares; 2026Q1: 5,937 shares 5,937 $1.95M 0.05% +307 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,035 shares; 2025Q1: 15,722 shares; 2025Q2: 15,645 shares; 2025Q3: 17,649 shares; 2025Q4: 21,556 shares; 2026Q1: 25,834 shares 25,834 $1.94M 0.05% +4,278 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,699 shares; 2025Q4: 48,965 shares; 2026Q1: 57,384 shares 57,384 $1.94M 0.05% +8,419 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: 2,249 shares; 2024Q4: 3,398 shares; 2025Q1: 3,800 shares; 2025Q2: 5,687 shares; 2025Q3: 7,387 shares; 2025Q4: 11,706 shares; 2026Q1: 14,766 shares 14,766 $1.93M 0.05% +3,060 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,982 shares; 2025Q3: 13,697 shares; 2025Q4: 24,058 shares; 2026Q1: 24,029 shares 24,029 $1.91M 0.05% -29 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,351 shares; 2025Q3: 8,965 shares; 2025Q4: 30,872 shares; 2026Q1: 35,930 shares 35,930 $1.87M 0.05% +5,058 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,056 shares; 2025Q1: 26,881 shares; 2025Q2: 25,201 shares; 2025Q3: 23,441 shares; 2025Q4: 20,931 shares; 2026Q1: 21,029 shares 21,029 $1.86M 0.05% +98 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,745 shares; 2025Q1: 3,551 shares; 2025Q2: 5,562 shares; 2025Q3: 6,109 shares; 2025Q4: 6,549 shares; 2026Q1: 10,039 shares 10,039 $1.85M 0.05% +3,490 Timeline VFMV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,829 shares 13,829 $1.84M 0.05% new 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: 2,210 shares; 2024Q4: 2,227 shares; 2025Q1: 3,059 shares; 2025Q2: 4,323 shares; 2025Q3: 4,216 shares; 2025Q4: 7,541 shares; 2026Q1: 9,052 shares 9,052 $1.84M 0.05% +1,511 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,485 shares; 2025Q1: 12,390 shares; 2025Q2: 14,793 shares; 2025Q3: 18,208 shares; 2025Q4: 19,160 shares; 2026Q1: 19,743 shares 19,743 $1.84M 0.05% +583 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: 3,312 shares; 2024Q4: 4,352 shares; 2025Q1: 4,991 shares; 2025Q2: 7,212 shares; 2025Q3: 4,766 shares; 2025Q4: 6,574 shares; 2026Q1: 6,780 shares 6,780 $1.83M 0.05% +206 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,885 shares; 2025Q3: 6,745 shares; 2025Q4: 55,395 shares; 2026Q1: 49,014 shares 49,014 $1.82M 0.05% -6,381 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,287 shares; 2025Q4: 4,027 shares; 2026Q1: 36,302 shares 36,302 $1.82M 0.05% +32,275 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,822 shares; 2026Q1: 49,911 shares 49,911 $1.81M 0.05% +7,089 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: 24,339 shares; 2024Q4: 26,424 shares; 2025Q1: 25,025 shares; 2025Q2: 27,931 shares; 2025Q3: 30,154 shares; 2025Q4: 53,169 shares; 2026Q1: 64,334 shares 64,334 $1.81M 0.05% +11,165 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to 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: 172,440 shares; 2026Q1: 66,051 shares 66,051 $1.81M 0.05% -106,389 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: 124,422 shares; 2024Q4: 95,820 shares; 2025Q1: 68,271 shares; 2025Q2: 45,182 shares; 2025Q3: 34,566 shares; 2025Q4: 48,562 shares; 2026Q1: 52,182 shares 52,182 $1.8M 0.05% +3,620 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: 2,915 shares; 2024Q4: 3,625 shares; 2025Q1: 3,805 shares; 2025Q2: 4,858 shares; 2025Q3: 4,921 shares; 2025Q4: 5,517 shares; 2026Q1: 6,384 shares 6,384 $1.78M 0.05% +867 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,930 shares; 2025Q1: 5,072 shares; 2025Q2: 12,272 shares; 2025Q3: 15,989 shares; 2025Q4: 15,029 shares; 2026Q1: 24,392 shares 24,392 $1.78M 0.05% +9,363 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: 4,284 shares; 2024Q4: 5,099 shares; 2025Q1: 5,480 shares; 2025Q2: 6,138 shares; 2025Q3: 8,223 shares; 2025Q4: 13,533 shares; 2026Q1: 13,407 shares 13,407 $1.76M 0.05% -126 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: 61,641 shares; 2024Q4: 61,553 shares; 2025Q1: 64,235 shares; 2025Q2: 64,527 shares; 2025Q3: 80,857 shares; 2025Q4: 63,633 shares; 2026Q1: 39,699 shares 39,699 $1.75M 0.05% -23,934 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 9,992 shares; 2026Q1: 10,160 shares 10,160 $1.75M 0.05% +168 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,201 shares; 2025Q1: 7,781 shares; 2025Q2: 9,328 shares; 2025Q3: 10,067 shares; 2025Q4: 11,567 shares; 2026Q1: 11,436 shares 11,436 $1.75M 0.05% -131 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,321 shares 67,321 $1.72M 0.05% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,412 shares 38,412 $1.71M 0.05% new 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: 24,903 shares; 2024Q4: 25,605 shares; 2025Q1: 27,980 shares; 2025Q2: 32,418 shares; 2025Q3: 36,913 shares; 2025Q4: 35,989 shares; 2026Q1: 36,423 shares 36,423 $1.71M 0.05% +434 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: 2,863 shares; 2025Q2: 4,072 shares; 2025Q3: 4,928 shares; 2025Q4: 5,827 shares; 2026Q1: 6,897 shares 6,897 $1.7M 0.05% +1,070 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 7,764 shares 7,764 $1.7M 0.05% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,031 shares; 2025Q2: 16,113 shares; 2025Q3: 9,879 shares; 2025Q4: 11,994 shares; 2026Q1: 29,082 shares 29,082 $1.69M 0.05% +17,088 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,206 shares; 2025Q2: 1,585 shares; 2025Q3: 1,942 shares; 2025Q4: 2,202 shares; 2026Q1: 2,181 shares 2,181 $1.69M 0.05% -21 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,377 shares; 2025Q1: 5,559 shares; 2025Q2: 6,871 shares; 2025Q3: 7,836 shares; 2025Q4: 10,645 shares; 2026Q1: 8,016 shares 8,016 $1.68M 0.05% -2,629 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 31,048 shares; 2026Q1: 34,657 shares 34,657 $1.67M 0.04% +3,609 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,292 shares; 2025Q4: 21,666 shares; 2026Q1: 30,870 shares 30,870 $1.67M 0.04% +9,204 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to 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: 120,597 shares; 2026Q1: 75,440 shares 75,440 $1.67M 0.04% -45,157 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,981 shares; 2025Q2: 3,811 shares; 2025Q3: 4,393 shares; 2025Q4: 4,475 shares; 2026Q1: 4,656 shares 4,656 $1.66M 0.04% +181 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,666 shares 118,666 $1.66M 0.04% new 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: 1,409 shares; 2024Q4: 1,500 shares; 2025Q1: 2,154 shares; 2025Q2: 2,837 shares; 2025Q3: 2,968 shares; 2025Q4: 5,538 shares; 2026Q1: 6,347 shares 6,347 $1.65M 0.04% +809 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,357 shares; 2025Q3: 27,919 shares; 2025Q4: 28,160 shares; 2026Q1: 27,527 shares 27,527 $1.64M 0.04% -633 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,672 shares; 2025Q1: 2,390 shares; 2025Q2: 2,917 shares; 2025Q3: 3,090 shares; 2025Q4: 3,529 shares; 2026Q1: 4,740 shares 4,740 $1.64M 0.04% +1,211 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,641 shares; 2025Q1: 3,882 shares; 2025Q2: 4,368 shares; 2025Q3: 4,469 shares; 2025Q4: 5,263 shares; 2026Q1: 5,879 shares 5,879 $1.63M 0.04% +616 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: 5,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,574 shares 69,574 $1.62M 0.04% new Timeline EFIV 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: 19,740 shares; 2025Q3: 26,114 shares; 2025Q4: 25,230 shares; 2026Q1: 25,524 shares 25,524 $1.61M 0.04% +294 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: not reported; 2024Q4: 34,836 shares; 2025Q1: 45,356 shares; 2025Q2: 91,300 shares; 2025Q3: 67,432 shares; 2025Q4: 75,145 shares; 2026Q1: 88,824 shares 88,824 $1.6M 0.04% +13,679 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 6,860 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 4,620 shares; 2025Q4: 32,312 shares; 2026Q1: 31,719 shares 31,719 $1.6M 0.04% -593 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 6,746 shares; 2025Q1: 6,517 shares; 2025Q2: 6,854 shares; 2025Q3: 6,790 shares; 2025Q4: 11,543 shares; 2026Q1: 13,196 shares 13,196 $1.6M 0.04% +1,653 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,925 shares; 2025Q2: 4,595 shares; 2025Q3: 5,590 shares; 2025Q4: 8,806 shares; 2026Q1: 11,402 shares 11,402 $1.59M 0.04% +2,596 Timeline LODE COMSTOCK INC More: the full row for COMSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325,010 shares; 2025Q2: 406,680 shares; 2025Q3: 462,280 shares; 2025Q4: 467,615 shares; 2026Q1: 512,565 shares 512,565 $1.56M 0.04% +44,950 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 3,563 shares; 2025Q4: 11,997 shares; 2026Q1: 13,145 shares 13,145 $1.56M 0.04% +1,148 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,419 shares 13,419 $1.56M 0.04% new Timeline VGLT 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: 5,132 shares; 2024Q4: 19,798 shares; 2025Q1: 16,083 shares; 2025Q2: 28,311 shares; 2025Q3: 31,117 shares; 2025Q4: 29,650 shares; 2026Q1: 28,134 shares 28,134 $1.56M 0.04% -1,516 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: 59 shares; 2024Q4: 71 shares; 2025Q1: 75 shares; 2025Q2: 145 shares; 2025Q3: 183 shares; 2025Q4: 319 shares; 2026Q1: 369 shares 369 $1.55M 0.04% +50 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,169 shares; 2026Q1: 48,254 shares 48,254 $1.54M 0.04% +6,085 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,317 shares; 2025Q4: 3,685 shares; 2026Q1: 2,787 shares 2,787 $1.53M 0.04% -898 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: 23,138 shares; 2024Q4: 52,016 shares; 2025Q1: 54,941 shares; 2025Q2: 51,707 shares; 2025Q3: 53,950 shares; 2025Q4: 50,751 shares; 2026Q1: 62,784 shares 62,784 $1.52M 0.04% +12,033 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: 5,807 shares; 2024Q4: 5,836 shares; 2025Q1: 21,442 shares; 2025Q2: 15,434 shares; 2025Q3: 10,885 shares; 2025Q4: 10,363 shares; 2026Q1: 20,388 shares 20,388 $1.52M 0.04% +10,025 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,526 shares; 2025Q4: 3,049 shares; 2026Q1: 4,204 shares 4,204 $1.5M 0.04% +1,155 Timeline TLT 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: 9,385 shares; 2025Q1: 16,226 shares; 2025Q2: 11,152 shares; 2025Q3: 9,805 shares; 2025Q4: 16,946 shares; 2026Q1: 17,157 shares 17,157 $1.49M 0.04% +211 Timeline IGSB 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: 15,844 shares; 2024Q4: 18,283 shares; 2025Q1: 15,480 shares; 2025Q2: 15,287 shares; 2025Q3: 16,997 shares; 2025Q4: 17,518 shares; 2026Q1: 28,249 shares 28,249 $1.48M 0.04% +10,731 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 650 shares; 2025Q3: 1,063 shares; 2025Q4: 1,214 shares; 2026Q1: 2,175 shares 2,175 $1.48M 0.04% +961 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,837 shares 54,837 $1.48M 0.04% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,366 shares; 2026Q1: 58,489 shares 58,489 $1.47M 0.04% +49,123 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,393 shares; 2024Q4: 33,493 shares; 2025Q1: 33,322 shares; 2025Q2: 32,168 shares; 2025Q3: 31,778 shares; 2025Q4: 31,550 shares; 2026Q1: 35,445 shares 35,445 $1.47M 0.04% +3,895 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: 3,154 shares; 2024Q4: 2,441 shares; 2025Q1: 4,553 shares; 2025Q2: 5,412 shares; 2025Q3: 4,663 shares; 2025Q4: 5,807 shares; 2026Q1: 7,337 shares 7,337 $1.46M 0.04% +1,530 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,506 shares; 2025Q2: 42,486 shares; 2025Q3: 43,048 shares; 2025Q4: 46,033 shares; 2026Q1: 54,844 shares 54,844 $1.46M 0.04% +8,811 Timeline PICK 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: 30,749 shares; 2024Q4: 33,014 shares; 2025Q1: 32,913 shares; 2025Q2: 32,105 shares; 2025Q3: 31,764 shares; 2025Q4: 29,057 shares; 2026Q1: 25,708 shares 25,708 $1.45M 0.04% -3,349 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,860 shares; 2025Q1: 7,646 shares; 2025Q2: 7,556 shares; 2025Q3: 7,413 shares; 2025Q4: 7,372 shares; 2026Q1: 5,829 shares 5,829 $1.45M 0.04% -1,543 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,442 shares; 2026Q1: 28,600 shares 28,600 $1.45M 0.04% +4,158 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,332 shares; 2025Q4: 13,815 shares; 2026Q1: 14,547 shares 14,547 $1.44M 0.04% +732 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 444 shares; 2025Q1: 546 shares; 2025Q2: 762 shares; 2025Q3: 909 shares; 2025Q4: 2,049 shares; 2026Q1: 3,125 shares 3,125 $1.44M 0.04% +1,076 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: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 15,804 shares; 2025Q3: 23,253 shares; 2025Q4: 16,139 shares; 2026Q1: 31,638 shares 31,638 $1.44M 0.04% +15,499 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: 3,125 shares; 2024Q4: 3,136 shares; 2025Q1: 3,864 shares; 2025Q2: 3,926 shares; 2025Q3: 3,581 shares; 2025Q4: 4,885 shares; 2026Q1: 10,386 shares 10,386 $1.44M 0.04% +5,501 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: not reported; 2024Q4: 3,689 shares; 2025Q1: 2,241 shares; 2025Q2: 2,656 shares; 2025Q3: 4,327 shares; 2025Q4: 4,812 shares; 2026Q1: 11,937 shares 11,937 $1.42M 0.04% +7,125 Timeline NLR 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: not reported; 2025Q4: 7,738 shares; 2026Q1: 10,630 shares 10,630 $1.42M 0.04% +2,892 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: 16,091 shares; 2024Q4: 20,546 shares; 2025Q1: 3,973 shares; 2025Q2: 5,379 shares; 2025Q3: 5,408 shares; 2025Q4: 10,449 shares; 2026Q1: 23,108 shares 23,108 $1.42M 0.04% +12,659 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: 2,500 shares; 2024Q4: 970 shares; 2025Q1: 1,074 shares; 2025Q2: 1,380 shares; 2025Q3: 2,671 shares; 2025Q4: 4,466 shares; 2026Q1: 4,313 shares 4,313 $1.41M 0.04% -153 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 5,587 shares; 2025Q1: 5,789 shares; 2025Q2: 6,237 shares; 2025Q3: 7,232 shares; 2025Q4: 7,858 shares; 2026Q1: 8,541 shares 8,541 $1.4M 0.04% +683 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,490 shares 15,490 $1.38M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares; 2026Q1: 2,226 shares 2,226 $1.37M 0.04% +1,199 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 504 shares; 2025Q1: 2,559 shares; 2025Q2: 3,000 shares; 2025Q3: 2,990 shares; 2025Q4: 3,070 shares; 2026Q1: 2,831 shares 2,831 $1.37M 0.04% -239 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,323 shares; 2025Q1: 7,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,238 shares; 2026Q1: 45,012 shares 45,012 $1.36M 0.04% +34,774 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: 3,014 shares; 2024Q4: 3,663 shares; 2025Q1: 3,673 shares; 2025Q2: 4,598 shares; 2025Q3: 6,232 shares; 2025Q4: 8,831 shares; 2026Q1: 7,468 shares 7,468 $1.36M 0.04% -1,363 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,916 shares 26,916 $1.35M 0.04% new Timeline BYLD 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: 52,938 shares; 2024Q4: 64,549 shares; 2025Q1: 56,129 shares; 2025Q2: 55,882 shares; 2025Q3: 56,002 shares; 2025Q4: 59,540 shares; 2026Q1: 59,874 shares 59,874 $1.35M 0.04% +334 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 10,004 shares; 2025Q3: 51,977 shares; 2025Q4: 62,447 shares; 2026Q1: 65,716 shares 65,716 $1.35M 0.04% +3,269 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,632 shares; 2025Q4: 10,727 shares; 2026Q1: 24,854 shares 24,854 $1.32M 0.04% +14,127 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,221 shares; 2025Q1: 5,297 shares; 2025Q2: 5,264 shares; 2025Q3: 5,355 shares; 2025Q4: 6,049 shares; 2026Q1: 8,671 shares 8,671 $1.31M 0.04% +2,622 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 6,209 shares; 2025Q4: 8,305 shares; 2026Q1: 10,663 shares 10,663 $1.31M 0.04% +2,358 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,697 shares; 2025Q3: 7,227 shares; 2025Q4: 21,721 shares; 2026Q1: 21,652 shares 21,652 $1.31M 0.04% -69 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,349 shares; 2026Q1: 22,365 shares 22,365 $1.31M 0.04% -984 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,029 shares; 2026Q1: 16,189 shares 16,189 $1.29M 0.03% +12,160 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 7,123 shares; 2025Q1: 12,014 shares; 2025Q2: 26,686 shares; 2025Q3: 48,824 shares; 2025Q4: 33,327 shares; 2026Q1: 34,795 shares 34,795 $1.28M 0.03% +1,468 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,301 shares; 2025Q2: 12,186 shares; 2025Q3: 11,291 shares; 2025Q4: 10,254 shares; 2026Q1: 10,230 shares 10,230 $1.28M 0.03% -24 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: 7,513 shares; 2024Q4: 10,300 shares; 2025Q1: 11,377 shares; 2025Q2: 27,334 shares; 2025Q3: 25,609 shares; 2025Q4: 26,446 shares; 2026Q1: 26,788 shares 26,788 $1.27M 0.03% +342 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,181 shares; 2025Q3: 43,803 shares; 2025Q4: 47,900 shares; 2026Q1: 64,856 shares 64,856 $1.27M 0.03% +16,956 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 38,954 shares; 2025Q3: 35,167 shares; 2025Q4: 35,096 shares; 2026Q1: 35,106 shares 35,106 $1.27M 0.03% +10 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,519 shares 12,519 $1.26M 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,963 shares; 2025Q1: 5,756 shares; 2025Q2: 7,892 shares; 2025Q3: 8,672 shares; 2025Q4: 11,839 shares; 2026Q1: 12,868 shares 12,868 $1.26M 0.03% +1,029 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,438 shares; 2026Q1: 44,938 shares 44,938 $1.25M 0.03% +23,500 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 3,070 shares; 2025Q1: 3,155 shares; 2025Q2: 6,838 shares; 2025Q3: 9,281 shares; 2025Q4: 11,773 shares; 2026Q1: 12,913 shares 12,913 $1.25M 0.03% +1,140 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,682 shares; 2026Q1: 34,881 shares 34,881 $1.25M 0.03% -3,801 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: not reported; 2024Q4: 33,662 shares; 2025Q1: 38,617 shares; 2025Q2: 48,641 shares; 2025Q3: 40,154 shares; 2025Q4: 40,209 shares; 2026Q1: 41,193 shares 41,193 $1.24M 0.03% +984 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,145 shares; 2026Q1: 48,461 shares 48,461 $1.24M 0.03% +3,316 Timeline GMAY 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: 22,240 shares; 2024Q4: 22,240 shares; 2025Q1: 22,240 shares; 2025Q2: 21,240 shares; 2025Q3: 14,240 shares; 2025Q4: 34,498 shares; 2026Q1: 30,125 shares 30,125 $1.24M 0.03% -4,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,217 shares; 2026Q1: 19,771 shares 19,771 $1.23M 0.03% +6,554 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 1,066 shares; 2025Q2: 1,263 shares; 2025Q3: 1,471 shares; 2025Q4: 2,525 shares; 2026Q1: 3,129 shares 3,129 $1.22M 0.03% +604 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: 2,495 shares; 2024Q4: 3,170 shares; 2025Q1: 3,790 shares; 2025Q2: 5,772 shares; 2025Q3: 7,349 shares; 2025Q4: 6,322 shares; 2026Q1: 8,386 shares 8,386 $1.22M 0.03% +2,064 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,121 shares; 2025Q4: 14,726 shares; 2026Q1: 16,324 shares 16,324 $1.22M 0.03% +1,598 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 7,876 shares; 2025Q1: 6,951 shares; 2025Q2: 6,164 shares; 2025Q3: 6,058 shares; 2025Q4: 6,443 shares; 2026Q1: 17,307 shares 17,307 $1.21M 0.03% +10,864 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,437 shares; 2025Q1: 96,867 shares; 2025Q2: 93,881 shares; 2025Q3: 87,232 shares; 2025Q4: 85,668 shares; 2026Q1: 83,387 shares 83,387 $1.21M 0.03% -2,281 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 7,988 shares; 2026Q1: 8,875 shares 8,875 $1.21M 0.03% +887 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,888 shares; 2025Q4: 45,238 shares; 2026Q1: 48,948 shares 48,948 $1.19M 0.03% +3,710 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,057 shares; 2025Q4: 12,088 shares; 2026Q1: 10,758 shares 10,758 $1.19M 0.03% -1,330 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 508 shares; 2025Q4: 663 shares; 2026Q1: 895 shares 895 $1.18M 0.03% +232 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 25,551 shares; 2026Q1: 24,022 shares 24,022 $1.18M 0.03% -1,529 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: not reported; 2025Q4: 17,077 shares; 2026Q1: 32,046 shares 32,046 $1.18M 0.03% +14,969 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,466 shares; 2025Q1: 2,157 shares; 2025Q2: 3,708 shares; 2025Q3: 5,104 shares; 2025Q4: 5,270 shares; 2026Q1: 4,851 shares 4,851 $1.18M 0.03% -419 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: 16,517 shares; 2024Q4: 19,810 shares; 2025Q1: 20,829 shares; 2025Q2: 26,340 shares; 2025Q3: 30,594 shares; 2025Q4: 34,398 shares; 2026Q1: 35,729 shares 35,729 $1.18M 0.03% +1,331 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: 6,798 shares; 2024Q4: 3,376 shares; 2025Q1: 5,071 shares; 2025Q2: 3,603 shares; 2025Q3: 4,672 shares; 2025Q4: 3,853 shares; 2026Q1: 15,000 shares 15,000 $1.17M 0.03% +11,147 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,474 shares; 2025Q3: 6,717 shares; 2025Q4: 7,484 shares; 2026Q1: 7,518 shares 7,518 $1.17M 0.03% +34 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: not reported; 2024Q4: not reported; 2025Q1: 3,826 shares; 2025Q2: 3,825 shares; 2025Q3: 7,888 shares; 2025Q4: 8,231 shares; 2026Q1: 8,182 shares 8,182 $1.16M 0.03% -49 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,251 shares; 2025Q4: 9,250 shares; 2026Q1: 15,899 shares 15,899 $1.15M 0.03% +6,649 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 23,283 shares; 2025Q3: 28,444 shares; 2025Q4: 25,786 shares; 2026Q1: 28,080 shares 28,080 $1.15M 0.03% +2,294 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to 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: 55,221 shares; 2026Q1: 23,121 shares 23,121 $1.14M 0.03% -32,100 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,922 shares; 2026Q1: 11,760 shares 11,760 $1.14M 0.03% +6,838 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 5,588 shares; 2025Q4: 7,595 shares; 2026Q1: 9,565 shares 9,565 $1.13M 0.03% +1,970 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: 1,700 shares; 2024Q4: 1,543 shares; 2025Q1: 1,864 shares; 2025Q2: 1,809 shares; 2025Q3: 1,712 shares; 2025Q4: 2,460 shares; 2026Q1: 2,305 shares 2,305 $1.13M 0.03% -155 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: 1,379 shares; 2024Q4: not reported; 2025Q1: 2,040 shares; 2025Q2: 2,254 shares; 2025Q3: 2,367 shares; 2025Q4: 2,848 shares; 2026Q1: 4,580 shares 4,580 $1.12M 0.03% +1,732 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,137 shares; 2026Q1: 38,773 shares 38,773 $1.11M 0.03% +3,636 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,563 shares; 2025Q4: 2,217 shares; 2026Q1: 2,061 shares 2,061 $1.11M 0.03% -156 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: 2,236 shares; 2024Q4: 2,214 shares; 2025Q1: 2,553 shares; 2025Q2: 2,766 shares; 2025Q3: 2,599 shares; 2025Q4: 2,859 shares; 2026Q1: 3,356 shares 3,356 $1.1M 0.03% +497 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: 3,138 shares; 2024Q4: 2,968 shares; 2025Q1: 3,039 shares; 2025Q2: 2,702 shares; 2025Q3: 10,126 shares; 2025Q4: 11,063 shares; 2026Q1: 11,181 shares 11,181 $1.09M 0.03% +118 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,607 shares; 2025Q1: 12,090 shares; 2025Q2: 14,555 shares; 2025Q3: 16,360 shares; 2025Q4: 18,077 shares; 2026Q1: 20,350 shares 20,350 $1.08M 0.03% +2,273 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares; 2025Q4: 3,447 shares; 2026Q1: 3,974 shares 3,974 $1.07M 0.03% +527 Timeline ARGT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,482 shares 11,482 $1.07M 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,383 shares; 2025Q3: 3,758 shares; 2025Q4: 4,807 shares; 2026Q1: 6,497 shares 6,497 $1.07M 0.03% +1,690 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,848 shares; 2025Q1: 3,242 shares; 2025Q2: 4,825 shares; 2025Q3: 5,454 shares; 2025Q4: 5,816 shares; 2026Q1: 5,896 shares 5,896 $1.06M 0.03% +80 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,518 shares; 2025Q2: 6,342 shares; 2025Q3: 6,787 shares; 2025Q4: 8,224 shares; 2026Q1: 12,987 shares 12,987 $1.05M 0.03% +4,763 Timeline FTCS 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: 12,764 shares; 2024Q4: 13,175 shares; 2025Q1: 12,292 shares; 2025Q2: 11,739 shares; 2025Q3: 11,848 shares; 2025Q4: 11,293 shares; 2026Q1: 11,201 shares 11,201 $1.04M 0.03% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 974 shares; 2025Q4: 1,426 shares; 2026Q1: 3,295 shares 3,295 $1.03M 0.03% +1,869 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,422 shares; 2025Q4: 2,510 shares; 2026Q1: 3,248 shares 3,248 $1.03M 0.03% +738 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: 2,755 shares; 2024Q4: 3,119 shares; 2025Q1: 3,658 shares; 2025Q2: 4,351 shares; 2025Q3: 4,840 shares; 2025Q4: 4,824 shares; 2026Q1: 5,206 shares 5,206 $1.03M 0.03% +382 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: 212 shares; 2024Q4: 214 shares; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 859 shares; 2025Q4: 920 shares; 2026Q1: 939 shares 939 $1.02M 0.03% +19 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: 3,184 shares; 2024Q4: 5,588 shares; 2025Q1: 6,217 shares; 2025Q2: 7,083 shares; 2025Q3: 6,840 shares; 2025Q4: 11,757 shares; 2026Q1: 13,054 shares 13,054 $1.02M 0.03% +1,297 Timeline SHM 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: 6,729 shares; 2025Q2: 14,480 shares; 2025Q3: 14,928 shares; 2025Q4: 21,309 shares; 2026Q1: 21,384 shares 21,384 $1.02M 0.03% +75 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,628 shares; 2026Q1: 25,131 shares 25,131 $1.02M 0.03% +8,503 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: 2,789 shares; 2024Q4: 8,824 shares; 2025Q1: 10,184 shares; 2025Q2: 12,278 shares; 2025Q3: 12,382 shares; 2025Q4: 15,876 shares; 2026Q1: 17,630 shares 17,630 $1.02M 0.03% +1,754 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,659 shares; 2025Q2: 6,947 shares; 2025Q3: 9,395 shares; 2025Q4: 11,188 shares; 2026Q1: 13,741 shares 13,741 $1.01M 0.03% +2,553 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,078 shares 8,078 $1.01M 0.03% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 1,871 shares; 2025Q2: 2,962 shares; 2025Q3: 3,308 shares; 2025Q4: 3,467 shares; 2026Q1: 3,917 shares 3,917 $1.01M 0.03% +450 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,285 shares; 2026Q1: 20,112 shares 20,112 $1.01M 0.03% -34,173 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,103 shares; 2025Q1: 7,726 shares; 2025Q2: 8,207 shares; 2025Q3: 9,290 shares; 2025Q4: 11,142 shares; 2026Q1: 11,962 shares 11,962 $1M 0.03% +820 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,529 shares; 2025Q1: 4,484 shares; 2025Q2: 4,735 shares; 2025Q3: 6,611 shares; 2025Q4: 6,864 shares; 2026Q1: 10,296 shares 10,296 $1M 0.03% +3,432 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,515 shares; 2025Q1: 18,265 shares; 2025Q2: 18,194 shares; 2025Q3: 18,090 shares; 2025Q4: 16,535 shares; 2026Q1: 16,013 shares 16,013 $1000K 0.03% -522 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,669 shares; 2026Q1: 25,289 shares 25,289 $998K 0.03% +5,620 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,588 shares; 2025Q1: 7,792 shares; 2025Q2: 8,060 shares; 2025Q3: 8,099 shares; 2025Q4: 8,686 shares; 2026Q1: 8,872 shares 8,872 $996K 0.03% +186 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,533 shares; 2025Q4: 19,459 shares; 2026Q1: 20,083 shares 20,083 $994K 0.03% +624 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: 5,417 shares; 2024Q4: 5,645 shares; 2025Q1: 5,818 shares; 2025Q2: 6,333 shares; 2025Q3: 8,055 shares; 2025Q4: 9,140 shares; 2026Q1: 9,530 shares 9,530 $986K 0.03% +390 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 543 shares; 2025Q1: 921 shares; 2025Q2: 1,080 shares; 2025Q3: 882 shares; 2025Q4: 10,032 shares; 2026Q1: 9,416 shares 9,416 $984K 0.03% -616 Timeline AIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,959 shares 20,959 $978K 0.03% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,310 shares; 2025Q3: 19,553 shares; 2025Q4: 41,775 shares; 2026Q1: 27,195 shares 27,195 $978K 0.03% -14,580 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares; 2025Q2: 7,677 shares; 2025Q3: 13,513 shares; 2025Q4: 18,883 shares; 2026Q1: 20,087 shares 20,087 $977K 0.03% +1,204 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 814 shares; 2025Q1: 1,045 shares; 2025Q2: 1,335 shares; 2025Q3: 1,548 shares; 2025Q4: 2,010 shares; 2026Q1: 2,342 shares 2,342 $976K 0.03% +332 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,261 shares; 2025Q1: 1,367 shares; 2025Q2: 1,651 shares; 2025Q3: 1,524 shares; 2025Q4: 2,092 shares; 2026Q1: 2,961 shares 2,961 $973K 0.03% +869 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,237 shares; 2026Q1: 73,768 shares 73,768 $971K 0.03% -21,469 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,399 shares; 2025Q4: 13,018 shares; 2026Q1: 13,218 shares 13,218 $967K 0.03% +200 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: 648 shares; 2024Q4: 423 shares; 2025Q1: 340 shares; 2025Q2: 415 shares; 2025Q3: 571 shares; 2025Q4: 969 shares; 2026Q1: 1,110 shares 1,110 $961K 0.03% +141 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,661 shares; 2024Q4: 29,075 shares; 2025Q1: 27,966 shares; 2025Q2: 27,499 shares; 2025Q3: 28,443 shares; 2025Q4: 30,721 shares; 2026Q1: 13,946 shares 13,946 $959K 0.03% -16,775 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,942 shares; 2025Q4: 16,707 shares; 2026Q1: 13,866 shares 13,866 $959K 0.03% -2,841 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 12,021 shares; 2025Q1: 11,232 shares; 2025Q2: 19,707 shares; 2025Q3: 19,102 shares; 2025Q4: 20,346 shares; 2026Q1: 23,008 shares 23,008 $958K 0.03% +2,662 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,334 shares; 2025Q3: 5,328 shares; 2025Q4: 6,467 shares; 2026Q1: 7,900 shares 7,900 $937K 0.03% +1,433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,203 shares; 2025Q3: 1,306 shares; 2025Q4: 3,001 shares; 2026Q1: 3,171 shares 3,171 $937K 0.03% +170 Timeline MBB 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: 2,918 shares; 2024Q4: 2,424 shares; 2025Q1: 8,515 shares; 2025Q2: 5,850 shares; 2025Q3: 3,287 shares; 2025Q4: 3,998 shares; 2026Q1: 9,858 shares 9,858 $936K 0.03% +5,860 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,287 shares; 2025Q2: 1,428 shares; 2025Q3: 1,706 shares; 2025Q4: 1,737 shares; 2026Q1: 4,548 shares 4,548 $936K 0.03% +2,811 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,492 shares; 2025Q2: 5,493 shares; 2025Q3: 7,824 shares; 2025Q4: 9,849 shares; 2026Q1: 13,030 shares 13,030 $936K 0.03% +3,181 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,148 shares; 2024Q4: 37,640 shares; 2025Q1: 35,642 shares; 2025Q2: 35,717 shares; 2025Q3: 36,948 shares; 2025Q4: 43,451 shares; 2026Q1: 44,233 shares 44,233 $936K 0.03% +782 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 2,244 shares; 2025Q3: 3,782 shares; 2025Q4: 5,336 shares; 2026Q1: 5,120 shares 5,120 $934K 0.03% -216 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: 1,578 shares; 2024Q4: 1,593 shares; 2025Q1: 2,091 shares; 2025Q2: 2,550 shares; 2025Q3: 2,967 shares; 2025Q4: 3,473 shares; 2026Q1: 3,496 shares 3,496 $930K 0.02% +23 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 659 shares; 2025Q2: 801 shares; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 4,263 shares 4,263 $925K 0.02% +2,772 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 33,492 shares; 2026Q1: 21,807 shares 21,807 $920K 0.02% -11,685 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,296 shares; 2025Q3: 10,326 shares; 2025Q4: 13,250 shares; 2026Q1: 13,834 shares 13,834 $920K 0.02% +584 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,310 shares; 2024Q4: 74,461 shares; 2025Q1: 71,712 shares; 2025Q2: 75,030 shares; 2025Q3: 80,892 shares; 2025Q4: 81,192 shares; 2026Q1: 91,249 shares 91,249 $915K 0.02% +10,057 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,479 shares; 2025Q3: 14,914 shares; 2025Q4: 17,916 shares; 2026Q1: 19,844 shares 19,844 $912K 0.02% +1,928 Timeline RIGS 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: not reported; 2024Q4: 77,873 shares; 2025Q1: 77,944 shares; 2025Q2: 77,476 shares; 2025Q3: 153,253 shares; 2025Q4: 55,626 shares; 2026Q1: 39,700 shares 39,700 $907K 0.02% -15,926 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,812 shares; 2025Q1: 30,313 shares; 2025Q2: 35,138 shares; 2025Q3: 40,390 shares; 2025Q4: 43,389 shares; 2026Q1: 49,345 shares 49,345 $907K 0.02% +5,956 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: not reported; 2024Q4: 2,616 shares; 2025Q1: 3,842 shares; 2025Q2: 4,536 shares; 2025Q3: 4,735 shares; 2025Q4: 5,082 shares; 2026Q1: 5,600 shares 5,600 $906K 0.02% +518 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,029 shares; 2025Q3: 11,908 shares; 2025Q4: 15,991 shares; 2026Q1: 15,962 shares 15,962 $905K 0.02% -29 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,613 shares; 2025Q2: 10,337 shares; 2025Q3: 4,015 shares; 2025Q4: 4,120 shares; 2026Q1: 8,861 shares 8,861 $888K 0.02% +4,741 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 2,207 shares; 2025Q1: 3,351 shares; 2025Q2: 3,446 shares; 2025Q3: 3,950 shares; 2025Q4: 4,200 shares; 2026Q1: 5,074 shares 5,074 $886K 0.02% +874 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,207 shares 17,207 $885K 0.02% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,430 shares; 2025Q1: 18,259 shares; 2025Q2: 18,222 shares; 2025Q3: 18,561 shares; 2025Q4: 18,812 shares; 2026Q1: 18,424 shares 18,424 $884K 0.02% -388 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,773 shares; 2025Q1: 17,165 shares; 2025Q2: 20,063 shares; 2025Q3: 20,782 shares; 2025Q4: 21,923 shares; 2026Q1: 25,575 shares 25,575 $881K 0.02% +3,652 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,592 shares; 2025Q3: 8,109 shares; 2025Q4: 13,726 shares; 2026Q1: 15,845 shares 15,845 $880K 0.02% +2,119 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 6,960 shares; 2025Q1: 3,200 shares; 2025Q2: 3,259 shares; 2025Q3: 3,018 shares; 2025Q4: 4,799 shares; 2026Q1: 5,030 shares 5,030 $868K 0.02% +231 Timeline VGUS 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: 8,245 shares; 2025Q4: 8,228 shares; 2026Q1: 11,438 shares 11,438 $865K 0.02% +3,210 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,190 shares; 2025Q2: 1,140 shares; 2025Q3: 4,230 shares; 2025Q4: 3,383 shares; 2026Q1: 4,142 shares 4,142 $862K 0.02% +759 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,828 shares; 2025Q1: 34,223 shares; 2025Q2: 35,943 shares; 2025Q3: 33,045 shares; 2025Q4: 32,765 shares; 2026Q1: 31,965 shares 31,965 $862K 0.02% -800 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,816 shares; 2025Q3: 8,331 shares; 2025Q4: 16,992 shares; 2026Q1: 17,182 shares 17,182 $859K 0.02% +190 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,341 shares; 2026Q1: 2,188 shares 2,188 $857K 0.02% +847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,160 shares; 2025Q4: 12,450 shares; 2026Q1: 13,813 shares 13,813 $854K 0.02% +1,363 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: 9,180 shares; 2024Q4: 15,665 shares; 2025Q1: 16,556 shares; 2025Q2: 16,333 shares; 2025Q3: 15,672 shares; 2025Q4: 18,784 shares; 2026Q1: 17,375 shares 17,375 $852K 0.02% -1,409 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,844 shares; 2025Q2: 4,927 shares; 2025Q3: 10,292 shares; 2025Q4: 11,100 shares; 2026Q1: 11,753 shares 11,753 $852K 0.02% +653 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 2,818 shares; 2026Q1: 4,539 shares 4,539 $847K 0.02% +1,721 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,260 shares; 2025Q2: 11,001 shares; 2025Q3: 18,642 shares; 2025Q4: 15,339 shares; 2026Q1: 16,805 shares 16,805 $846K 0.02% +1,466 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,463 shares; 2025Q1: 62,390 shares; 2025Q2: 61,683 shares; 2025Q3: 56,322 shares; 2025Q4: 54,136 shares; 2026Q1: 52,136 shares 52,136 $843K 0.02% -2,000 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares; 2026Q1: 6,034 shares 6,034 $842K 0.02% +3,572 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,049 shares; 2025Q3: 4,739 shares; 2025Q4: 6,194 shares; 2026Q1: 10,268 shares 10,268 $839K 0.02% +4,074 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: 14,465 shares; 2025Q1: 17,184 shares; 2025Q2: 19,842 shares; 2025Q3: 36,020 shares; 2025Q4: 18,226 shares; 2026Q1: 16,502 shares 16,502 $831K 0.02% -1,724 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: 12,489 shares; 2024Q4: 12,642 shares; 2025Q1: 8,019 shares; 2025Q2: 8,425 shares; 2025Q3: 8,751 shares; 2025Q4: 10,849 shares; 2026Q1: 14,528 shares 14,528 $825K 0.02% +3,679 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: 9,292 shares; 2024Q4: 9,292 shares; 2025Q1: 9,292 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares; 2025Q4: 7,892 shares; 2026Q1: 8,097 shares 8,097 $819K 0.02% +205 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,430 shares; 2026Q1: 11,156 shares 11,156 $816K 0.02% +726 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 622 shares; 2025Q2: 907 shares; 2025Q3: 1,419 shares; 2025Q4: 1,760 shares; 2026Q1: 1,821 shares 1,821 $813K 0.02% +61 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,932 shares; 2025Q4: 13,599 shares; 2026Q1: 14,606 shares 14,606 $813K 0.02% +1,007 Timeline FAUG 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: 5,937 shares; 2024Q4: 5,937 shares; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 15,422 shares; 2025Q4: 15,676 shares; 2026Q1: 15,676 shares 15,676 $812K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,480 shares; 2025Q4: 14,772 shares; 2026Q1: 8,472 shares 8,472 $810K 0.02% -6,300 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: 4,349 shares; 2024Q4: 4,332 shares; 2025Q1: 3,508 shares; 2025Q2: 3,227 shares; 2025Q3: 1,747 shares; 2025Q4: 3,409 shares; 2026Q1: 4,252 shares 4,252 $806K 0.02% +843 Timeline VTC 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: 9,762 shares; 2024Q4: 9,502 shares; 2025Q1: 9,394 shares; 2025Q2: 9,257 shares; 2025Q3: 9,420 shares; 2025Q4: 9,618 shares; 2026Q1: 10,464 shares 10,464 $804K 0.02% +846 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: 2,810 shares; 2024Q4: 2,317 shares; 2025Q1: 2,330 shares; 2025Q2: 3,185 shares; 2025Q3: 3,245 shares; 2025Q4: 5,127 shares; 2026Q1: 5,097 shares 5,097 $802K 0.02% -30 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,761 shares; 2025Q1: 15,711 shares; 2025Q2: 24,210 shares; 2025Q3: 24,210 shares; 2025Q4: 25,232 shares; 2026Q1: 41,034 shares 41,034 $801K 0.02% +15,802 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,005 shares 20,005 $801K 0.02% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to 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: 33,486 shares 33,486 $799K 0.02% new Timeline IBTG 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: 25,966 shares; 2025Q1: 26,162 shares; 2025Q2: 27,057 shares; 2025Q3: 27,828 shares; 2025Q4: 30,105 shares; 2026Q1: 34,770 shares 34,770 $797K 0.02% +4,665 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 34,530 shares; 2025Q1: 35,118 shares; 2025Q2: 38,577 shares; 2025Q3: 43,614 shares; 2025Q4: 47,914 shares; 2026Q1: 68,978 shares 68,978 $796K 0.02% +21,064 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 7,137 shares 7,137 $791K 0.02% +4,063 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,651 shares; 2025Q4: 10,831 shares; 2026Q1: 10,867 shares 10,867 $789K 0.02% +36 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: 568 shares; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 1,173 shares; 2025Q3: 1,209 shares; 2025Q4: 1,999 shares; 2026Q1: 2,455 shares 2,455 $787K 0.02% +456 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,226 shares; 2025Q1: 1,150 shares; 2025Q2: 1,358 shares; 2025Q3: 1,235 shares; 2025Q4: 1,402 shares; 2026Q1: 3,634 shares 3,634 $787K 0.02% +2,232 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: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 7,444 shares; 2025Q3: 7,285 shares; 2025Q4: 7,357 shares; 2026Q1: 8,944 shares 8,944 $786K 0.02% +1,587 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to 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: 108,760 shares; 2026Q1: 107,490 shares 107,490 $783K 0.02% -1,270 Timeline