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: 127,500 shares; 2024Q4: 132,805 shares; 2025Q1: 136,161 shares; 2025Q2: 138,179 shares; 2025Q3: 138,768 shares; 2025Q4: 139,239 shares; 2026Q1: 140,674 shares 140,674 $48.2M 6.56% +1,435 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: 141,504 shares; 2024Q4: 249,158 shares; 2025Q1: 240,290 shares; 2025Q2: 261,013 shares; 2025Q3: 137,196 shares; 2025Q4: 163,917 shares; 2026Q1: 409,195 shares 409,195 $43.8M 5.96% +245,278 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 15,247 shares; 2025Q1: 17,539 shares; 2025Q2: 21,589 shares; 2025Q3: 29,050 shares; 2025Q4: 36,895 shares; 2026Q1: 56,428 shares 56,428 $36M 4.9% +19,533 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,034 shares; 2025Q1: 126,947 shares; 2025Q2: 165,459 shares; 2025Q3: 182,700 shares; 2025Q4: 189,558 shares; 2026Q1: 194,104 shares 194,104 $19.7M 2.68% +4,546 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: 82,583 shares; 2024Q4: 104,694 shares; 2025Q1: 151,811 shares; 2025Q2: 259,468 shares; 2025Q3: 310,963 shares; 2025Q4: 349,515 shares; 2026Q1: 370,987 shares 370,987 $18.2M 2.48% +21,472 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: not reported; 2024Q4: 126,553 shares; 2025Q1: 131,199 shares; 2025Q2: 152,532 shares; 2025Q3: 160,619 shares; 2025Q4: 188,173 shares; 2026Q1: 372,615 shares 372,615 $18M 2.45% +184,442 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 165,232 shares; 2025Q4: 162,266 shares; 2026Q1: 163,601 shares 163,601 $16.5M 2.24% +1,335 Timeline EUSB 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: 366,103 shares; 2024Q4: 373,926 shares; 2025Q1: 369,911 shares; 2025Q2: 330,494 shares; 2025Q3: 345,073 shares; 2025Q4: 359,666 shares; 2026Q1: 370,504 shares 370,504 $16.2M 2.21% +10,838 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212,910 shares; 2025Q1: 196,625 shares; 2025Q2: 186,511 shares; 2025Q3: 204,486 shares; 2025Q4: 230,714 shares; 2026Q1: 256,943 shares 256,943 $13.4M 1.83% +26,229 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: 60,715 shares; 2024Q4: 63,109 shares; 2025Q1: 54,580 shares; 2025Q2: 57,603 shares; 2025Q3: 59,169 shares; 2025Q4: 60,601 shares; 2026Q1: 66,621 shares 66,621 $13.1M 1.78% +6,020 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: 25,283 shares; 2024Q4: 30,471 shares; 2025Q1: 28,776 shares; 2025Q2: 29,574 shares; 2025Q3: 31,430 shares; 2025Q4: 41,954 shares; 2026Q1: 49,593 shares 49,593 $12.8M 1.75% +7,639 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: 167,823 shares; 2024Q4: 170,033 shares; 2025Q1: 167,421 shares; 2025Q2: 167,698 shares; 2025Q3: 167,718 shares; 2025Q4: 169,935 shares; 2026Q1: 155,390 shares 155,390 $12.5M 1.71% -14,545 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: 16,071 shares; 2024Q4: 78,262 shares; 2025Q1: 98,330 shares; 2025Q2: 112,707 shares; 2025Q3: 119,967 shares; 2025Q4: 127,484 shares; 2026Q1: 135,863 shares 135,863 $12.4M 1.69% +8,379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,614 shares 265,614 $12.3M 1.68% new 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: 157,151 shares; 2024Q4: 215,624 shares; 2025Q1: 232,056 shares; 2025Q2: 267,846 shares; 2025Q3: 295,309 shares; 2025Q4: 335,872 shares; 2026Q1: 146,706 shares 146,706 $11.4M 1.55% -189,166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,393 shares 113,393 $10.8M 1.47% new 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: 2,491 shares; 2024Q4: 3,291 shares; 2025Q1: 5,976 shares; 2025Q2: 19,143 shares; 2025Q3: 18,988 shares; 2025Q4: 17,008 shares; 2026Q1: 14,034 shares 14,034 $9.75M 1.33% -2,974 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,516 shares 223,516 $9.42M 1.28% new Timeline JMSI 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: 76,611 shares; 2025Q1: 84,957 shares; 2025Q2: 91,533 shares; 2025Q3: 134,431 shares; 2025Q4: 149,036 shares; 2026Q1: 169,063 shares 169,063 $8.5M 1.16% +20,027 Timeline TFLO 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: 23,083 shares; 2024Q4: 75,013 shares; 2025Q1: 94,529 shares; 2025Q2: 101,521 shares; 2025Q3: 107,969 shares; 2025Q4: 140,946 shares; 2026Q1: 166,683 shares 166,683 $8.43M 1.15% +25,737 Timeline SPYX 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: 14,541 shares; 2025Q3: 114,701 shares; 2025Q4: 134,088 shares; 2026Q1: 142,394 shares 142,394 $8.09M 1.1% +8,306 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: 1,335 shares; 2024Q4: 1,698 shares; 2025Q1: 6,095 shares; 2025Q2: 14,412 shares; 2025Q3: 14,137 shares; 2025Q4: 12,880 shares; 2026Q1: 11,906 shares 11,906 $7.78M 1.06% -974 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: 13,961 shares; 2024Q4: 14,543 shares; 2025Q1: 13,606 shares; 2025Q2: 16,108 shares; 2025Q3: 15,853 shares; 2025Q4: 16,481 shares; 2026Q1: 19,198 shares 19,198 $7.55M 1.03% +2,717 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: 2,990 shares; 2024Q4: 4,168 shares; 2025Q1: 4,503 shares; 2025Q2: 3,933 shares; 2025Q3: 4,628 shares; 2025Q4: 5,276 shares; 2026Q1: 22,115 shares 22,115 $7.31M 1% +16,839 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: 12,351 shares; 2024Q4: 12,739 shares; 2025Q1: 13,065 shares; 2025Q2: 12,179 shares; 2025Q3: 12,095 shares; 2025Q4: 12,378 shares; 2026Q1: 14,714 shares 14,714 $7.01M 0.95% +2,336 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,670 shares; 2025Q3: 166,890 shares; 2025Q4: 166,377 shares; 2026Q1: 149,975 shares 149,975 $6.84M 0.93% -16,402 Timeline BGRN 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: 109,404 shares; 2025Q1: 118,609 shares; 2025Q2: 112,730 shares; 2025Q3: 118,074 shares; 2025Q4: 129,219 shares; 2026Q1: 139,828 shares 139,828 $6.67M 0.91% +10,609 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,225 shares; 2025Q1: 19,456 shares; 2025Q2: 26,797 shares; 2025Q3: 66,438 shares; 2025Q4: 77,994 shares; 2026Q1: 77,685 shares 77,685 $5.88M 0.8% -309 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: 24,914 shares; 2024Q4: 31,947 shares; 2025Q1: 34,088 shares; 2025Q2: 41,702 shares; 2025Q3: 56,331 shares; 2025Q4: 67,190 shares; 2026Q1: 81,956 shares 81,956 $5.87M 0.8% +14,766 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245,567 shares 245,567 $5.64M 0.77% new 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: 13,832 shares; 2024Q4: 16,245 shares; 2025Q1: 11,969 shares; 2025Q2: 12,878 shares; 2025Q3: 11,561 shares; 2025Q4: 12,549 shares; 2026Q1: 22,466 shares 22,466 $5.59M 0.76% +9,917 Timeline PZA 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: 349,904 shares; 2025Q1: 358,863 shares; 2025Q2: 276,894 shares; 2025Q3: 138,099 shares; 2025Q4: 153,535 shares; 2026Q1: 237,249 shares 237,249 $5.54M 0.75% +83,714 Timeline ISTB 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: 50,127 shares; 2024Q4: 60,809 shares; 2025Q1: 61,785 shares; 2025Q2: 72,102 shares; 2025Q3: 79,333 shares; 2025Q4: 91,937 shares; 2026Q1: 113,731 shares 113,731 $5.52M 0.75% +21,794 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: 6,070 shares; 2024Q4: 12,190 shares; 2025Q1: 28,514 shares; 2025Q2: 41,190 shares; 2025Q3: 65,328 shares; 2025Q4: 86,326 shares; 2026Q1: 103,914 shares 103,914 $5.24M 0.71% +17,588 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,512 shares; 2025Q1: 23,604 shares; 2025Q2: 27,027 shares; 2025Q3: 29,232 shares; 2025Q4: 33,098 shares; 2026Q1: 73,062 shares 73,062 $4.92M 0.67% +39,964 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,385 shares 181,385 $4.83M 0.66% new 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: 11,295 shares; 2024Q4: 11,812 shares; 2025Q1: 10,956 shares; 2025Q2: 11,159 shares; 2025Q3: 10,935 shares; 2025Q4: 10,918 shares; 2026Q1: 12,520 shares 12,520 $4.77M 0.65% +1,602 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: 91,318 shares 91,318 $4.63M 0.63% new 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: 6,080 shares; 2024Q4: 6,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,629 shares 66,629 $4.59M 0.62% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,738 shares 65,738 $4.57M 0.62% new Timeline JMHI 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: 69,250 shares; 2025Q1: 83,870 shares; 2025Q2: 54,443 shares; 2025Q3: 68,890 shares; 2025Q4: 77,692 shares; 2026Q1: 91,112 shares 91,112 $4.55M 0.62% +13,420 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: 4,923 shares; 2024Q4: 5,990 shares; 2025Q1: 6,150 shares; 2025Q2: 6,313 shares; 2025Q3: 7,083 shares; 2025Q4: 8,188 shares; 2026Q1: 13,385 shares 13,385 $4.46M 0.61% +5,197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,237 shares 95,237 $4.4M 0.6% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,436 shares; 2024Q4: 153,715 shares; 2025Q1: 163,512 shares; 2025Q2: 155,199 shares; 2025Q3: 158,687 shares; 2025Q4: 168,151 shares; 2026Q1: 173,965 shares 173,965 $4.37M 0.59% +5,814 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,250 shares; 2025Q2: 102,218 shares; 2025Q3: 104,401 shares; 2025Q4: 95,846 shares; 2026Q1: 81,676 shares 81,676 $4.21M 0.57% -14,170 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: 21,637 shares; 2024Q4: 22,124 shares; 2025Q1: 22,429 shares; 2025Q2: 20,749 shares; 2025Q3: 20,685 shares; 2025Q4: 20,714 shares; 2026Q1: 20,622 shares 20,622 $4.19M 0.57% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,335 shares 155,335 $4.17M 0.57% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to 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: 46,249 shares; 2026Q1: 56,792 shares 56,792 $4.12M 0.56% +10,543 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,864 shares; 2025Q1: 53,080 shares; 2025Q2: 100,330 shares; 2025Q3: 116,046 shares; 2025Q4: 127,812 shares; 2026Q1: 149,840 shares 149,840 $3.58M 0.49% +22,028 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,039 shares; 2025Q2: 70,234 shares; 2025Q3: 91,704 shares; 2025Q4: 79,861 shares; 2026Q1: 70,828 shares 70,828 $3.44M 0.47% -9,033 Timeline SPHY 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: 61,332 shares; 2025Q1: 63,308 shares; 2025Q2: 72,496 shares; 2025Q3: 73,771 shares; 2025Q4: 87,299 shares; 2026Q1: 141,539 shares 141,539 $3.34M 0.45% +54,240 Timeline CAOS 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: 22,106 shares; 2026Q1: 34,713 shares 34,713 $3.14M 0.43% +12,607 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,047 shares 56,047 $2.8M 0.38% new 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: 7,174 shares; 2024Q4: 7,118 shares; 2025Q1: 6,338 shares; 2025Q2: 5,877 shares; 2025Q3: 5,943 shares; 2025Q4: 5,897 shares; 2026Q1: 7,228 shares 7,228 $2.75M 0.37% +1,331 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,587 shares 15,587 $2.66M 0.36% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,049 shares; 2025Q1: 123,814 shares; 2025Q2: 129,666 shares; 2025Q3: 140,047 shares; 2025Q4: 157,421 shares; 2026Q1: 96,600 shares 96,600 $2.59M 0.35% -60,821 Timeline CVIE 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: 32,532 shares 32,532 $2.56M 0.35% new 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: 4,358 shares; 2024Q4: 6,503 shares; 2025Q1: 5,834 shares; 2025Q2: 7,116 shares; 2025Q3: 9,147 shares; 2025Q4: 13,655 shares; 2026Q1: 18,386 shares 18,386 $2.43M 0.33% +4,731 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: 12,638 shares; 2024Q4: 12,877 shares; 2025Q1: 11,919 shares; 2025Q2: 10,675 shares; 2025Q3: 10,847 shares; 2025Q4: 10,940 shares; 2026Q1: 10,588 shares 10,588 $2.41M 0.33% -352 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,880 shares 44,880 $2.35M 0.32% new 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: 5,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,714 shares 46,714 $2.34M 0.32% new 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: 2,741 shares; 2024Q4: 3,393 shares; 2025Q1: 3,257 shares; 2025Q2: 3,200 shares; 2025Q3: 3,231 shares; 2025Q4: 3,219 shares; 2026Q1: 3,581 shares 3,581 $2.25M 0.31% +362 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: 5,701 shares; 2024Q4: 5,665 shares; 2025Q1: 4,881 shares; 2025Q2: 5,144 shares; 2025Q3: 6,145 shares; 2025Q4: 6,433 shares; 2026Q1: 7,157 shares 7,157 $2.23M 0.3% +724 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 3,050 shares 3,050 $2.13M 0.29% +2,461 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: 58,381 shares; 2024Q4: 64,183 shares; 2025Q1: 82,845 shares; 2025Q2: 93,522 shares; 2025Q3: 26,454 shares; 2025Q4: 31,093 shares; 2026Q1: 31,383 shares 31,383 $2.11M 0.29% +290 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,971 shares 24,971 $2.11M 0.29% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 916 shares; 2025Q1: 943 shares; 2025Q2: 976 shares; 2025Q3: 1,490 shares; 2025Q4: 4,804 shares; 2026Q1: 4,715 shares 4,715 $2.1M 0.29% -89 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,031 shares; 2025Q1: 20,315 shares; 2025Q2: 22,666 shares; 2025Q3: 27,995 shares; 2025Q4: 36,498 shares; 2026Q1: 44,542 shares 44,542 $2.09M 0.28% +8,044 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,474 shares; 2025Q3: 5,854 shares; 2025Q4: 5,264 shares; 2026Q1: 19,299 shares 19,299 $2.07M 0.28% +14,035 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,755 shares 19,755 $2.05M 0.28% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 11,957 shares; 2025Q1: 11,819 shares; 2025Q2: 16,716 shares; 2025Q3: 35,832 shares; 2025Q4: 34,550 shares; 2026Q1: 39,797 shares 39,797 $2M 0.27% +5,247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,427 shares; 2025Q4: 2,970 shares; 2026Q1: 17,044 shares 17,044 $1.97M 0.27% +14,074 Timeline IQSM NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,938 shares; 2024Q4: 44,485 shares; 2025Q1: 49,435 shares; 2025Q2: 77,010 shares; 2025Q3: 115,933 shares; 2025Q4: 99,268 shares; 2026Q1: 53,065 shares 53,065 $1.94M 0.26% -46,203 Timeline AVLC 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: 28,636 shares; 2025Q3: 25,638 shares; 2025Q4: 18,663 shares; 2026Q1: 23,204 shares 23,204 $1.92M 0.26% +4,541 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,229 shares 22,229 $1.88M 0.26% new 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: 1,712 shares; 2024Q4: 1,646 shares; 2025Q1: 1,617 shares; 2025Q2: 1,398 shares; 2025Q3: 1,381 shares; 2025Q4: 1,723 shares; 2026Q1: 1,962 shares 1,962 $1.81M 0.25% +239 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: 765 shares; 2024Q4: 701 shares; 2025Q1: 624 shares; 2025Q2: 519 shares; 2025Q3: 626 shares; 2025Q4: 764 shares; 2026Q1: 1,171 shares 1,171 $1.78M 0.24% +407 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: 8,954 shares; 2025Q1: 8,616 shares; 2025Q2: 7,752 shares; 2025Q3: 7,736 shares; 2025Q4: 6,153 shares; 2026Q1: 6,465 shares 6,465 $1.76M 0.24% +312 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,044 shares 36,044 $1.74M 0.24% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,680 shares 21,680 $1.72M 0.23% new 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: 1,369 shares; 2024Q4: 1,484 shares; 2025Q1: 1,497 shares; 2025Q2: 1,481 shares; 2025Q3: 1,426 shares; 2025Q4: 1,284 shares; 2026Q1: 1,734 shares 1,734 $1.69M 0.23% +450 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: 18,235 shares; 2024Q4: 18,237 shares; 2025Q1: 18,141 shares; 2025Q2: 16,873 shares; 2025Q3: 16,510 shares; 2025Q4: 16,335 shares; 2026Q1: 17,860 shares 17,860 $1.66M 0.23% +1,525 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: 1,703 shares; 2024Q4: 1,844 shares; 2025Q1: 1,714 shares; 2025Q2: 2,489 shares; 2025Q3: 2,163 shares; 2025Q4: 2,053 shares; 2026Q1: 2,476 shares 2,476 $1.64M 0.22% +423 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,245 shares; 2025Q1: 5,034 shares; 2025Q2: 5,018 shares; 2025Q3: 4,896 shares; 2025Q4: 4,969 shares; 2026Q1: 5,341 shares 5,341 $1.63M 0.22% +372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,639 shares 15,639 $1.59M 0.22% new Timeline SYSB 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: 17,490 shares 17,490 $1.57M 0.21% new 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: not reported; 2026Q1: 53,878 shares 53,878 $1.55M 0.21% new 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: 3,399 shares; 2024Q4: 4,215 shares; 2025Q1: 4,931 shares; 2025Q2: 4,932 shares; 2025Q3: 4,508 shares; 2025Q4: 4,534 shares; 2026Q1: 4,939 shares 4,939 $1.54M 0.21% +405 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: 3,967 shares; 2024Q4: 3,865 shares; 2025Q1: 3,064 shares; 2025Q2: 2,926 shares; 2025Q3: 2,946 shares; 2025Q4: 3,286 shares; 2026Q1: 3,870 shares 3,870 $1.53M 0.21% +584 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 3,251 shares 3,251 $1.52M 0.21% +1,886 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,167 shares; 2024Q4: 12,126 shares; 2025Q1: 12,570 shares; 2025Q2: 10,600 shares; 2025Q3: 15,896 shares; 2025Q4: 16,132 shares; 2026Q1: 18,556 shares 18,556 $1.51M 0.21% +2,424 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: 4,100 shares; 2024Q4: 3,999 shares; 2025Q1: 3,891 shares; 2025Q2: 3,727 shares; 2025Q3: 3,571 shares; 2025Q4: 3,579 shares; 2026Q1: 3,179 shares 3,179 $1.5M 0.2% -400 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,958 shares 16,958 $1.49M 0.2% new 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: 12,032 shares; 2024Q4: 11,741 shares; 2025Q1: 9,369 shares; 2025Q2: 8,731 shares; 2025Q3: 8,394 shares; 2025Q4: 8,493 shares; 2026Q1: 7,706 shares 7,706 $1.47M 0.2% -787 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: 1,194 shares; 2024Q4: 1,832 shares; 2025Q1: 1,711 shares; 2025Q2: 2,596 shares; 2025Q3: 2,572 shares; 2025Q4: 2,646 shares; 2026Q1: 3,965 shares 3,965 $1.44M 0.2% +1,319 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: 4,637 shares; 2024Q4: 4,782 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares; 2025Q3: 4,671 shares; 2025Q4: 4,597 shares; 2026Q1: 4,210 shares 4,210 $1.44M 0.2% -387 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,339 shares 45,339 $1.44M 0.2% new 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: 10,573 shares; 2024Q4: 8,365 shares; 2025Q1: 6,884 shares; 2025Q2: 7,968 shares; 2025Q3: 9,953 shares; 2025Q4: 10,639 shares; 2026Q1: 11,328 shares 11,328 $1.42M 0.19% +689 Timeline CHGX 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: 34,552 shares; 2025Q3: 35,850 shares; 2025Q4: 40,919 shares; 2026Q1: 47,904 shares 47,904 $1.37M 0.19% +6,985 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: 3,953 shares; 2024Q4: 4,016 shares; 2025Q1: 3,732 shares; 2025Q2: 3,458 shares; 2025Q3: 3,347 shares; 2025Q4: 3,407 shares; 2026Q1: 3,332 shares 3,332 $1.34M 0.18% -75 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,177 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,354 shares; 2026Q1: 6,122 shares 6,122 $1.33M 0.18% +4,768 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,590 shares 48,590 $1.33M 0.18% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,482 shares; 2025Q4: 2,795 shares; 2026Q1: 10,550 shares 10,550 $1.32M 0.18% +7,755 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,417 shares 6,417 $1.28M 0.17% new Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,099 shares; 2024Q4: 80,153 shares; 2025Q1: 72,872 shares; 2025Q2: 109,597 shares; 2025Q3: 136,789 shares; 2025Q4: 94,497 shares; 2026Q1: 33,343 shares 33,343 $1.26M 0.17% -61,154 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,194 shares; 2025Q1: 2,573 shares; 2025Q2: 2,445 shares; 2025Q3: 2,738 shares; 2025Q4: 2,516 shares; 2026Q1: 2,387 shares 2,387 $1.23M 0.17% -129 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,662 shares; 2025Q1: 2,811 shares; 2025Q2: 2,388 shares; 2025Q3: 2,377 shares; 2025Q4: 2,665 shares; 2026Q1: 3,638 shares 3,638 $1.2M 0.16% +973 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: 9,735 shares; 2024Q4: 9,735 shares; 2025Q1: 9,735 shares; 2025Q2: 9,735 shares; 2025Q3: 9,735 shares; 2025Q4: 9,735 shares; 2026Q1: 9,735 shares 9,735 $1.18M 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,084 shares 11,084 $1.15M 0.16% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,628 shares 19,628 $1.15M 0.16% new 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: 22,220 shares; 2024Q4: 14,293 shares; 2025Q1: 127,293 shares; 2025Q2: 184,335 shares; 2025Q3: 36,597 shares; 2025Q4: 33,563 shares; 2026Q1: 22,603 shares 22,603 $1.14M 0.15% -10,960 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,536 shares 19,536 $1.13M 0.15% new 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: 753 shares; 2024Q4: 801 shares; 2025Q1: 891 shares; 2025Q2: 957 shares; 2025Q3: 882 shares; 2025Q4: 8,970 shares; 2026Q1: 10,498 shares 10,498 $1.12M 0.15% +1,528 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: 8,411 shares; 2024Q4: 8,017 shares; 2025Q1: 7,678 shares; 2025Q2: 7,099 shares; 2025Q3: 7,086 shares; 2025Q4: 7,143 shares; 2026Q1: 6,854 shares 6,854 $1.1M 0.15% -289 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,710 shares 13,710 $1.08M 0.15% new 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: not reported; 2025Q4: not reported; 2026Q1: 19,875 shares 19,875 $1.07M 0.15% new 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: 681 shares; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 735 shares; 2026Q1: 1,300 shares 1,300 $1.03M 0.14% +565 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 19,227 shares; 2025Q4: 15,418 shares; 2026Q1: 16,268 shares 16,268 $1.02M 0.14% +850 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 15,214 shares; 2026Q1: 12,398 shares 12,398 $1.01M 0.14% -2,816 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,162 shares 13,162 $1M 0.14% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,080 shares; 2025Q1: 3,971 shares; 2025Q2: 3,761 shares; 2025Q3: 3,635 shares; 2025Q4: 3,729 shares; 2026Q1: 3,029 shares 3,029 $1M 0.14% -700 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: 2,061 shares; 2024Q4: 1,964 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,607 shares; 2025Q4: 4,722 shares; 2026Q1: 4,761 shares 4,761 $1M 0.14% +39 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: 9,612 shares; 2025Q1: 8,684 shares; 2025Q2: 8,081 shares; 2025Q3: 7,878 shares; 2025Q4: 7,492 shares; 2026Q1: 6,467 shares 6,467 $998K 0.14% -1,025 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: 4,928 shares; 2024Q4: 4,993 shares; 2025Q1: 4,697 shares; 2025Q2: 4,512 shares; 2025Q3: 4,349 shares; 2025Q4: 5,327 shares; 2026Q1: 6,684 shares 6,684 $997K 0.14% +1,357 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: 4,959 shares; 2024Q4: 5,220 shares; 2025Q1: 4,999 shares; 2025Q2: 5,427 shares; 2025Q3: 5,547 shares; 2025Q4: 5,970 shares; 2026Q1: 6,503 shares 6,503 $997K 0.14% +533 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: 3,576 shares; 2024Q4: 3,772 shares; 2025Q1: 3,559 shares; 2025Q2: 2,793 shares; 2025Q3: 3,257 shares; 2025Q4: 3,467 shares; 2026Q1: 3,992 shares 3,992 $992K 0.13% +525 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares 1,162 $991K 0.13% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,752 shares; 2025Q1: 3,535 shares; 2025Q2: 3,360 shares; 2025Q3: 3,249 shares; 2025Q4: 3,090 shares; 2026Q1: 2,553 shares 2,553 $981K 0.13% -537 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,453 shares; 2026Q1: 19,419 shares 19,419 $968K 0.13% +9,966 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,674 shares; 2025Q4: 4,037 shares; 2026Q1: 3,054 shares 3,054 $957K 0.13% -983 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: not reported; 2025Q4: not reported; 2026Q1: 18,913 shares 18,913 $954K 0.13% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,978 shares; 2025Q1: 2,005 shares; 2025Q2: 2,447 shares; 2025Q3: 2,240 shares; 2025Q4: 2,270 shares; 2026Q1: 4,490 shares 4,490 $951K 0.13% +2,220 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,291 shares; 2025Q1: 1,370 shares; 2025Q2: 1,894 shares; 2025Q3: 1,741 shares; 2025Q4: 1,777 shares; 2026Q1: 1,246 shares 1,246 $925K 0.13% -531 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,064 shares; 2025Q1: 8,101 shares; 2025Q2: 7,445 shares; 2025Q3: 7,180 shares; 2025Q4: 6,921 shares; 2026Q1: 6,248 shares 6,248 $919K 0.13% -673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,551 shares 7,551 $912K 0.12% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,087 shares 14,087 $880K 0.12% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,879 shares 1,879 $875K 0.12% new 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: 1,422 shares; 2024Q4: 1,638 shares; 2025Q1: 1,843 shares; 2025Q2: 1,856 shares; 2025Q3: 1,478 shares; 2025Q4: 1,682 shares; 2026Q1: 1,808 shares 1,808 $863K 0.12% +126 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: 535 shares; 2024Q4: 511 shares; 2025Q1: 701 shares; 2025Q2: 689 shares; 2025Q3: 677 shares; 2025Q4: 689 shares; 2026Q1: 477 shares 477 $856K 0.12% -212 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: not reported; 2025Q4: 1,195 shares; 2026Q1: 2,327 shares 2,327 $852K 0.12% +1,132 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: 484 shares; 2024Q4: 557 shares; 2025Q1: 473 shares; 2025Q2: 578 shares; 2025Q3: 631 shares; 2025Q4: 627 shares; 2026Q1: 929 shares 929 $845K 0.11% +302 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,686 shares 7,686 $844K 0.11% new 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: 15,441 shares; 2024Q4: 14,806 shares; 2025Q1: 15,490 shares; 2025Q2: 13,232 shares; 2025Q3: 12,612 shares; 2025Q4: 13,888 shares; 2026Q1: 18,478 shares 18,478 $840K 0.11% +4,590 Timeline SLQD 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: 16,597 shares 16,597 $839K 0.11% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,923 shares; 2025Q1: 5,329 shares; 2025Q2: 6,379 shares; 2025Q3: 6,492 shares; 2025Q4: 6,606 shares; 2026Q1: 7,390 shares 7,390 $810K 0.11% +784 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: 4,905 shares; 2025Q3: 23,235 shares; 2025Q4: 21,977 shares; 2026Q1: 15,804 shares 15,804 $805K 0.11% -6,173 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 5,858 shares; 2025Q1: 4,761 shares; 2025Q2: 3,790 shares; 2025Q3: 3,654 shares; 2025Q4: 3,727 shares; 2026Q1: 5,663 shares 5,663 $804K 0.11% +1,936 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,241 shares 10,241 $804K 0.11% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,879 shares 3,879 $793K 0.11% new 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: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares 801 $791K 0.11% new 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: 1,618 shares; 2024Q4: 1,833 shares; 2025Q1: 1,686 shares; 2025Q2: 1,996 shares; 2025Q3: 2,283 shares; 2025Q4: 2,430 shares; 2026Q1: 2,480 shares 2,480 $789K 0.11% +50 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: 5,610 shares; 2024Q4: 6,265 shares; 2025Q1: 5,783 shares; 2025Q2: 5,104 shares; 2025Q3: 5,040 shares; 2025Q4: 4,817 shares; 2026Q1: 4,827 shares 4,827 $787K 0.11% +10 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,865 shares; 2025Q1: 10,059 shares; 2025Q2: 9,305 shares; 2025Q3: 9,046 shares; 2025Q4: 9,302 shares; 2026Q1: 8,554 shares 8,554 $742K 0.1% -748 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 1,848 shares; 2025Q1: 1,603 shares; 2025Q2: 1,604 shares; 2025Q3: 1,870 shares; 2025Q4: 2,500 shares; 2026Q1: 3,076 shares 3,076 $738K 0.1% +576 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: 2,001 shares; 2024Q4: 1,711 shares; 2025Q1: 1,415 shares; 2025Q2: 760 shares; 2025Q3: 1,033 shares; 2025Q4: 1,164 shares; 2026Q1: 1,388 shares 1,388 $732K 0.1% +224 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: 5,107 shares; 2024Q4: 4,678 shares; 2025Q1: 2,120 shares; 2025Q2: 2,218 shares; 2025Q3: 2,341 shares; 2025Q4: 2,264 shares; 2026Q1: 2,816 shares 2,816 $718K 0.1% +552 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: 9,442 shares; 2024Q4: 11,223 shares; 2025Q1: 9,270 shares; 2025Q2: 9,566 shares; 2025Q3: 10,461 shares; 2025Q4: 11,963 shares; 2026Q1: 13,289 shares 13,289 $709K 0.1% +1,326 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: 10,486 shares; 2024Q4: 9,457 shares; 2025Q1: 8,234 shares; 2025Q2: 8,227 shares; 2025Q3: 8,061 shares; 2025Q4: 9,059 shares; 2026Q1: 9,209 shares 9,209 $699K 0.1% +150 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: 4,831 shares; 2024Q4: 3,595 shares; 2025Q1: 3,414 shares; 2025Q2: 2,601 shares; 2025Q3: 3,442 shares; 2025Q4: 4,109 shares; 2026Q1: 4,479 shares 4,479 $698K 0.09% +370 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: 7,000 shares; 2024Q4: 7,853 shares; 2025Q1: 7,514 shares; 2025Q2: 7,580 shares; 2025Q3: 6,875 shares; 2025Q4: 7,550 shares; 2026Q1: 8,415 shares 8,415 $695K 0.09% +865 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,296 shares; 2025Q1: 4,227 shares; 2025Q2: 3,092 shares; 2025Q3: 3,151 shares; 2025Q4: 4,051 shares; 2026Q1: 7,361 shares 7,361 $693K 0.09% +3,310 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,218 shares; 2024Q4: 8,551 shares; 2025Q1: 8,115 shares; 2025Q2: 7,808 shares; 2025Q3: 7,326 shares; 2025Q4: 6,864 shares; 2026Q1: 7,221 shares 7,221 $668K 0.09% +357 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: 7,487 shares; 2024Q4: 7,708 shares; 2025Q1: 7,039 shares; 2025Q2: 5,535 shares; 2025Q3: 5,659 shares; 2025Q4: 3,515 shares; 2026Q1: 3,807 shares 3,807 $658K 0.09% +292 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: 1,775 shares; 2024Q4: 1,896 shares; 2025Q1: 1,944 shares; 2025Q2: 1,991 shares; 2025Q3: 1,928 shares; 2025Q4: 2,023 shares; 2026Q1: 1,510 shares 1,510 $642K 0.09% -513 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: 11,083 shares; 2024Q4: 3,166 shares; 2025Q1: 4,432 shares; 2025Q2: 3,376 shares; 2025Q3: 12,297 shares; 2025Q4: 10,748 shares; 2026Q1: 5,414 shares 5,414 $630K 0.09% -5,334 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: 5,759 shares; 2024Q4: 5,657 shares; 2025Q1: 5,528 shares; 2025Q2: 4,716 shares; 2025Q3: 4,521 shares; 2025Q4: 5,007 shares; 2026Q1: 4,661 shares 4,661 $619K 0.08% -346 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,682 shares; 2025Q1: 1,448 shares; 2025Q2: 1,308 shares; 2025Q3: 1,346 shares; 2025Q4: 1,476 shares; 2026Q1: 1,070 shares 1,070 $619K 0.08% -406 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 9,830 shares; 2025Q1: 9,537 shares; 2025Q2: 8,656 shares; 2025Q3: 8,704 shares; 2025Q4: 9,301 shares; 2026Q1: 6,646 shares 6,646 $616K 0.08% -2,655 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: 1,337 shares; 2024Q4: 1,341 shares; 2025Q1: 1,395 shares; 2025Q2: 1,707 shares; 2025Q3: 1,848 shares; 2025Q4: 961 shares; 2026Q1: 1,228 shares 1,228 $614K 0.08% +267 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,334 shares 14,334 $611K 0.08% new 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: 5,578 shares; 2024Q4: 5,494 shares; 2025Q1: 6,009 shares; 2025Q2: 5,333 shares; 2025Q3: 4,995 shares; 2025Q4: 7,371 shares; 2026Q1: 5,950 shares 5,950 $610K 0.08% -1,421 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 639 shares; 2025Q3: 447 shares; 2025Q4: 760 shares; 2026Q1: 1,020 shares 1,020 $608K 0.08% +260 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 5,058 shares; 2025Q1: not reported; 2025Q2: 3,714 shares; 2025Q3: 4,243 shares; 2025Q4: 4,509 shares; 2026Q1: 4,412 shares 4,412 $593K 0.08% -97 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,481 shares; 2025Q1: 3,207 shares; 2025Q2: 3,023 shares; 2025Q3: 2,838 shares; 2025Q4: 3,144 shares; 2026Q1: 4,079 shares 4,079 $589K 0.08% +935 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: 2,983 shares; 2024Q4: 2,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares; 2026Q1: 4,900 shares 4,900 $588K 0.08% +1,718 Timeline SHE 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: 3,162 shares; 2025Q4: 3,616 shares; 2026Q1: 4,265 shares 4,265 $581K 0.08% +649 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,261 shares; 2025Q1: 1,552 shares; 2025Q2: 1,436 shares; 2025Q3: 1,435 shares; 2025Q4: 1,413 shares; 2026Q1: 1,323 shares 1,323 $580K 0.08% -90 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,590 shares; 2025Q1: 4,903 shares; 2025Q2: 5,618 shares; 2025Q3: 5,179 shares; 2025Q4: 4,850 shares; 2026Q1: 5,465 shares 5,465 $565K 0.08% +615 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: 9,257 shares; 2024Q4: 9,094 shares; 2025Q1: 11,289 shares; 2025Q2: 9,699 shares; 2025Q3: 9,295 shares; 2025Q4: 9,536 shares; 2026Q1: 11,502 shares 11,502 $560K 0.08% +1,966 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,604 shares 2,604 $560K 0.08% new Timeline CPTL 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: 10,155 shares; 2025Q4: 10,942 shares; 2026Q1: 12,734 shares 12,734 $560K 0.08% +1,792 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: 1,019 shares; 2024Q4: 999 shares; 2025Q1: 882 shares; 2025Q2: 779 shares; 2025Q3: 673 shares; 2025Q4: 740 shares; 2026Q1: 481 shares 481 $556K 0.08% -259 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 5,566 shares; 2025Q1: 6,532 shares; 2025Q2: 6,797 shares; 2025Q3: 4,159 shares; 2025Q4: 6,894 shares; 2026Q1: 8,694 shares 8,694 $552K 0.08% +1,800 Timeline AVMV 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: 8,047 shares; 2025Q3: 7,537 shares; 2025Q4: 5,139 shares; 2026Q1: 7,164 shares 7,164 $549K 0.07% +2,025 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares 634 $547K 0.07% new Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,267 shares 8,267 $545K 0.07% new Timeline JUST 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: 3,454 shares; 2025Q2: 4,032 shares; 2025Q3: 4,602 shares; 2025Q4: 4,798 shares; 2026Q1: 5,454 shares 5,454 $540K 0.07% +656 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 3,164 shares; 2025Q4: 3,159 shares; 2026Q1: 5,829 shares 5,829 $533K 0.07% +2,670 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,828 shares; 2024Q4: 28,404 shares; 2025Q1: 27,326 shares; 2025Q2: 27,903 shares; 2025Q3: 28,136 shares; 2025Q4: 29,012 shares; 2026Q1: 28,942 shares 28,942 $526K 0.07% -70 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,973 shares; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: 2,019 shares; 2026Q1: 2,469 shares 2,469 $525K 0.07% +450 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: 1,679 shares; 2024Q4: 1,611 shares; 2025Q1: 1,240 shares; 2025Q2: 875 shares; 2025Q3: 1,120 shares; 2025Q4: 1,657 shares; 2026Q1: 2,305 shares 2,305 $523K 0.07% +648 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $523K 0.07% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,585 shares; 2025Q1: 1,632 shares; 2025Q2: 1,370 shares; 2025Q3: 1,388 shares; 2025Q4: 1,518 shares; 2026Q1: 1,562 shares 1,562 $512K 0.07% +44 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 5,997 shares; 2025Q1: 6,485 shares; 2025Q2: 6,505 shares; 2025Q3: 6,487 shares; 2025Q4: 6,524 shares; 2026Q1: 7,374 shares 7,374 $509K 0.07% +850 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 5,765 shares; 2025Q1: 5,952 shares; 2025Q2: 5,380 shares; 2025Q3: 6,129 shares; 2025Q4: 5,825 shares; 2026Q1: 6,692 shares 6,692 $495K 0.07% +867 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,468 shares 10,468 $494K 0.07% new 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: 2,628 shares; 2024Q4: 2,484 shares; 2025Q1: 2,138 shares; 2025Q2: 2,341 shares; 2025Q3: 2,488 shares; 2025Q4: 2,911 shares; 2026Q1: 3,553 shares 3,553 $492K 0.07% +642 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,319 shares; 2026Q1: 2,623 shares 2,623 $491K 0.07% +1,304 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,253 shares; 2025Q3: 1,831 shares; 2025Q4: 1,958 shares; 2026Q1: 2,329 shares 2,329 $488K 0.07% +371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,791 shares 13,791 $487K 0.07% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,385 shares; 2024Q4: 25,299 shares; 2025Q1: 25,928 shares; 2025Q2: 24,092 shares; 2025Q3: 25,019 shares; 2025Q4: 23,809 shares; 2026Q1: 22,817 shares 22,817 $485K 0.07% -992 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: 2,211 shares; 2024Q4: 2,173 shares; 2025Q1: 2,097 shares; 2025Q2: 2,468 shares; 2025Q3: 2,431 shares; 2025Q4: 2,334 shares; 2026Q1: 2,386 shares 2,386 $484K 0.07% +52 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,646 shares; 2025Q4: 5,104 shares; 2026Q1: 5,763 shares 5,763 $462K 0.06% +659 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: 1,350 shares; 2025Q2: 1,101 shares; 2025Q3: not reported; 2025Q4: 1,146 shares; 2026Q1: 1,390 shares 1,390 $462K 0.06% +244 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,474 shares; 2025Q1: 4,562 shares; 2025Q2: 3,697 shares; 2025Q3: 3,400 shares; 2025Q4: 4,039 shares; 2026Q1: 3,915 shares 3,915 $461K 0.06% -124 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: 1,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 2,629 shares 2,629 $460K 0.06% +761 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 3,591 shares; 2025Q1: 3,562 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares; 2025Q4: 4,679 shares; 2026Q1: 4,726 shares 4,726 $457K 0.06% +47 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,853 shares 4,853 $455K 0.06% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,612 shares; 2025Q1: 1,365 shares; 2025Q2: 1,017 shares; 2025Q3: 1,053 shares; 2025Q4: 1,128 shares; 2026Q1: 1,347 shares 1,347 $451K 0.06% +219 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,325 shares; 2025Q1: 6,357 shares; 2025Q2: 6,195 shares; 2025Q3: 4,962 shares; 2025Q4: 5,728 shares; 2026Q1: 5,569 shares 5,569 $450K 0.06% -159 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,196 shares 2,196 $446K 0.06% new Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 13,314 shares; 2025Q1: 15,900 shares; 2025Q2: 15,336 shares; 2025Q3: 14,439 shares; 2025Q4: 12,841 shares; 2026Q1: 15,410 shares 15,410 $444K 0.06% +2,569 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: 953 shares; 2024Q4: 1,064 shares; 2025Q1: 984 shares; 2025Q2: 973 shares; 2025Q3: 919 shares; 2025Q4: 964 shares; 2026Q1: 1,456 shares 1,456 $441K 0.06% +492 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,647 shares; 2025Q1: 1,749 shares; 2025Q2: 1,736 shares; 2025Q3: 1,646 shares; 2025Q4: 1,575 shares; 2026Q1: 1,599 shares 1,599 $434K 0.06% +24 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: 7,055 shares; 2024Q4: 6,781 shares; 2025Q1: 5,379 shares; 2025Q2: 5,056 shares; 2025Q3: 4,948 shares; 2025Q4: 4,485 shares; 2026Q1: 4,699 shares 4,699 $429K 0.06% +214 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,945 shares 1,945 $428K 0.06% new 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: 16,630 shares; 2024Q4: 11,263 shares; 2025Q1: 9,157 shares; 2025Q2: 9,295 shares; 2025Q3: 9,296 shares; 2025Q4: 12,710 shares; 2026Q1: 15,663 shares 15,663 $425K 0.06% +2,953 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,464 shares; 2025Q2: 3,441 shares; 2025Q3: 3,502 shares; 2025Q4: 3,086 shares; 2026Q1: 2,868 shares 2,868 $424K 0.06% -218 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: 23,552 shares; 2024Q4: 11,679 shares; 2025Q1: 11,577 shares; 2025Q2: 8,923 shares; 2025Q3: 8,921 shares; 2025Q4: 8,816 shares; 2026Q1: 8,816 shares 8,816 $423K 0.06% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,385 shares; 2025Q1: 1,324 shares; 2025Q2: 1,298 shares; 2025Q3: 1,065 shares; 2025Q4: 1,261 shares; 2026Q1: 1,371 shares 1,371 $423K 0.06% +110 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,774 shares; 2024Q4: 29,333 shares; 2025Q1: 28,803 shares; 2025Q2: 32,055 shares; 2025Q3: 30,726 shares; 2025Q4: 30,119 shares; 2026Q1: 33,630 shares 33,630 $422K 0.06% +3,511 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,911 shares 8,911 $422K 0.06% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,012 shares; 2025Q1: 8,636 shares; 2025Q2: 6,999 shares; 2025Q3: 5,636 shares; 2025Q4: 9,874 shares; 2026Q1: 10,614 shares 10,614 $419K 0.06% +740 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 330 shares; 2026Q1: 246 shares 246 $407K 0.06% -84 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 11,963 shares; 2025Q1: 15,297 shares; 2025Q2: 15,645 shares; 2025Q3: 15,308 shares; 2025Q4: 11,222 shares; 2026Q1: 15,796 shares 15,796 $395K 0.05% +4,574 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,509 shares 1,509 $389K 0.05% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,492 shares 6,492 $387K 0.05% new Timeline THRO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,761 shares 9,761 $382K 0.05% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,170 shares; 2025Q1: 1,349 shares; 2025Q2: 1,246 shares; 2025Q3: 774 shares; 2025Q4: 966 shares; 2026Q1: 1,177 shares 1,177 $381K 0.05% +211 Timeline HDV 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: 2,835 shares 2,835 $379K 0.05% new 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: 2,831 shares; 2024Q4: 3,018 shares; 2025Q1: 2,616 shares; 2025Q2: 2,691 shares; 2025Q3: 2,335 shares; 2025Q4: 2,363 shares; 2026Q1: 1,563 shares 1,563 $376K 0.05% -800 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,115 shares; 2026Q1: 1,062 shares 1,062 $374K 0.05% -53 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: 1,038 shares; 2024Q4: 1,115 shares; 2025Q1: 1,593 shares; 2025Q2: 1,400 shares; 2025Q3: 1,106 shares; 2025Q4: 1,372 shares; 2026Q1: 1,685 shares 1,685 $369K 0.05% +313 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: 2,128 shares; 2024Q4: 1,849 shares; 2025Q1: 1,602 shares; 2025Q2: 891 shares; 2025Q3: 851 shares; 2025Q4: 976 shares; 2026Q1: 1,171 shares 1,171 $368K 0.05% +195 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,696 shares; 2025Q1: 1,302 shares; 2025Q2: 1,192 shares; 2025Q3: 765 shares; 2025Q4: 947 shares; 2026Q1: 1,023 shares 1,023 $366K 0.05% +76 Timeline BAI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,182 shares 9,182 $364K 0.05% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,317 shares; 2025Q1: 3,591 shares; 2025Q2: 3,348 shares; 2025Q3: 3,392 shares; 2025Q4: 3,500 shares; 2026Q1: 1,789 shares 1,789 $363K 0.05% -1,711 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: 4,454 shares; 2024Q4: 4,424 shares; 2025Q1: 3,765 shares; 2025Q2: 4,385 shares; 2025Q3: 4,097 shares; 2025Q4: 4,429 shares; 2026Q1: 4,436 shares 4,436 $362K 0.05% +7 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: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384 $362K 0.05% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857 shares; 2026Q1: 1,046 shares 1,046 $355K 0.05% +189 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 989 shares; 2025Q1: 1,316 shares; 2025Q2: 983 shares; 2025Q3: 958 shares; 2025Q4: 1,028 shares; 2026Q1: 1,110 shares 1,110 $355K 0.05% +82 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,605 shares; 2025Q1: 1,631 shares; 2025Q2: 1,456 shares; 2025Q3: 1,332 shares; 2025Q4: 1,374 shares; 2026Q1: 1,327 shares 1,327 $355K 0.05% -47 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: 18,221 shares; 2024Q4: 13,350 shares; 2025Q1: 13,195 shares; 2025Q2: 12,964 shares; 2025Q3: 11,699 shares; 2025Q4: 12,027 shares; 2026Q1: 13,767 shares 13,767 $353K 0.05% +1,740 Timeline MEAR 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: not reported; 2026Q1: 6,947 shares 6,947 $349K 0.05% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,747 shares; 2025Q1: 2,759 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares; 2026Q1: 3,916 shares 3,916 $343K 0.05% +1,257 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares 1,264 $342K 0.05% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 5,248 shares; 2025Q1: 5,785 shares; 2025Q2: 5,259 shares; 2025Q3: 4,973 shares; 2025Q4: 4,862 shares; 2026Q1: 4,751 shares 4,751 $340K 0.05% -111 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: 2,424 shares; 2026Q1: 2,394 shares 2,394 $340K 0.05% -30 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: 1,541 shares; 2024Q4: 1,320 shares; 2025Q1: 1,067 shares; 2025Q2: 948 shares; 2025Q3: 886 shares; 2025Q4: 928 shares; 2026Q1: 966 shares 966 $339K 0.05% +38 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: 1,968 shares; 2025Q2: 2,223 shares; 2025Q3: 1,970 shares; 2025Q4: 1,982 shares; 2026Q1: 2,111 shares 2,111 $337K 0.05% +129 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 3,974 shares; 2025Q4: 3,419 shares; 2026Q1: 4,950 shares 4,950 $335K 0.05% +1,531 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,395 shares; 2025Q4: 5,395 shares; 2026Q1: 5,866 shares 5,866 $335K 0.05% +471 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,821 shares; 2025Q4: 5,487 shares; 2026Q1: 5,223 shares 5,223 $334K 0.05% -264 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 14,493 shares; 2025Q1: 14,372 shares; 2025Q2: 14,956 shares; 2025Q3: 14,564 shares; 2025Q4: 15,003 shares; 2026Q1: 14,074 shares 14,074 $332K 0.05% -929 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 4,179 shares; 2025Q1: 3,771 shares; 2025Q2: 4,115 shares; 2025Q3: 4,027 shares; 2025Q4: 3,792 shares; 2026Q1: 3,709 shares 3,709 $332K 0.05% -83 Timeline URTH 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: 5,663 shares; 2025Q2: 9,433 shares; 2025Q3: 5,570 shares; 2025Q4: 5,480 shares; 2026Q1: 1,717 shares 1,717 $330K 0.04% -3,763 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: 6,467 shares; 2024Q4: 3,382 shares; 2025Q1: 3,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares 5,693 $329K 0.04% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,676 shares; 2025Q1: 3,678 shares; 2025Q2: 3,087 shares; 2025Q3: 2,909 shares; 2025Q4: 2,570 shares; 2026Q1: 2,361 shares 2,361 $328K 0.04% -209 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,386 shares 10,386 $327K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares; 2026Q1: 2,510 shares 2,510 $325K 0.04% +401 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: 615 shares; 2024Q4: 594 shares; 2025Q1: 524 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 360 shares; 2026Q1: 694 shares 694 $324K 0.04% +334 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 2,261 shares; 2025Q4: 2,494 shares; 2026Q1: 2,464 shares 2,464 $322K 0.04% -30 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: 1,917 shares; 2024Q4: 2,052 shares; 2025Q1: 1,776 shares; 2025Q2: 1,881 shares; 2025Q3: 1,713 shares; 2025Q4: 5,226 shares; 2026Q1: 3,179 shares 3,179 $321K 0.04% -2,047 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: not reported; 2025Q4: 2,929 shares; 2026Q1: 3,513 shares 3,513 $321K 0.04% +584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,533 shares 3,533 $320K 0.04% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,233 shares; 2025Q1: 1,280 shares; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 1,116 shares; 2026Q1: 1,219 shares 1,219 $320K 0.04% +103 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,398 shares; 2025Q1: 4,911 shares; 2025Q2: 4,717 shares; 2025Q3: 3,838 shares; 2025Q4: 4,070 shares; 2026Q1: 4,044 shares 4,044 $314K 0.04% -26 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: 836 shares; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares 1,244 $313K 0.04% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares 1,478 $313K 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 475 shares; 2025Q1: 403 shares; 2025Q2: 4,916 shares; 2025Q3: 4,534 shares; 2025Q4: 4,304 shares; 2026Q1: 3,340 shares 3,340 $312K 0.04% -964 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 1,644 shares; 2026Q1: 2,093 shares 2,093 $311K 0.04% +449 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,711 shares; 2025Q1: 4,339 shares; 2025Q2: 4,498 shares; 2025Q3: 4,364 shares; 2025Q4: 4,397 shares; 2026Q1: 3,790 shares 3,790 $310K 0.04% -607 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: 4,485 shares; 2024Q4: 4,055 shares; 2025Q1: 2,948 shares; 2025Q2: 2,139 shares; 2025Q3: 2,051 shares; 2025Q4: 2,732 shares; 2026Q1: 1,558 shares 1,558 $309K 0.04% -1,174 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares; 2026Q1: 2,383 shares 2,383 $309K 0.04% +481 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: 9,106 shares; 2025Q3: 9,725 shares; 2025Q4: 8,773 shares; 2026Q1: 8,773 shares 8,773 $309K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 2,065 shares; 2025Q1: 1,852 shares; 2025Q2: 1,606 shares; 2025Q3: 1,438 shares; 2025Q4: 1,536 shares; 2026Q1: 1,802 shares 1,802 $309K 0.04% +266 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 10,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,448 shares 11,448 $308K 0.04% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,805 shares; 2025Q1: 2,967 shares; 2025Q2: 3,223 shares; 2025Q3: 2,640 shares; 2025Q4: 2,903 shares; 2026Q1: 2,834 shares 2,834 $304K 0.04% -69 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 5,690 shares; 2026Q1: 5,686 shares 5,686 $299K 0.04% -4 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: 1,138 shares; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 704 shares; 2025Q4: 757 shares; 2026Q1: 908 shares 908 $297K 0.04% +151 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,337 shares; 2026Q1: 5,120 shares 5,120 $296K 0.04% -217 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to 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: 758 shares 758 $292K 0.04% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 15,718 shares; 2025Q1: 17,077 shares; 2025Q2: 18,879 shares; 2025Q3: 16,996 shares; 2025Q4: 16,337 shares; 2026Q1: 13,950 shares 13,950 $292K 0.04% -2,387 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: not reported; 2024Q4: 10,186 shares; 2025Q1: 12,422 shares; 2025Q2: not reported; 2025Q3: 10,550 shares; 2025Q4: 12,254 shares; 2026Q1: 12,954 shares 12,954 $290K 0.04% +700 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,297 shares 6,297 $286K 0.04% -3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares; 2026Q1: 1,878 shares 1,878 $279K 0.04% -11 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $278K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares 1,810 $277K 0.04% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 472 shares 472 $276K 0.04% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares 676 $273K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares 2,276 $270K 0.04% new 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: 2,257 shares; 2024Q4: 2,295 shares; 2025Q1: 2,067 shares; 2025Q2: 1,822 shares; 2025Q3: 1,164 shares; 2025Q4: 1,640 shares; 2026Q1: 1,420 shares 1,420 $270K 0.04% -220 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,740 shares 1,740 $265K 0.04% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to 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: 2,560 shares 2,560 $264K 0.04% new Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,941 shares; 2024Q4: 189,941 shares; 2025Q1: 189,941 shares; 2025Q2: 223,767 shares; 2025Q3: 258,306 shares; 2025Q4: 258,306 shares; 2026Q1: 258,306 shares 258,306 $263K 0.04% 0 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: 1,119 shares; 2025Q2: 1,079 shares; 2025Q3: 1,017 shares; 2025Q4: 905 shares; 2026Q1: 885 shares 885 $263K 0.04% -20 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: 2,879 shares; 2024Q4: 2,820 shares; 2025Q1: 2,875 shares; 2025Q2: 2,623 shares; 2025Q3: 2,405 shares; 2025Q4: 2,277 shares; 2026Q1: 1,346 shares 1,346 $263K 0.04% -931 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,331 shares; 2025Q1: 2,225 shares; 2025Q2: 2,503 shares; 2025Q3: 1,962 shares; 2025Q4: 1,844 shares; 2026Q1: 1,555 shares 1,555 $261K 0.04% -289 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $260K 0.04% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,875 shares; 2025Q1: 3,157 shares; 2025Q2: 2,608 shares; 2025Q3: 2,679 shares; 2025Q4: 2,961 shares; 2026Q1: 3,162 shares 3,162 $260K 0.04% +201 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,180 shares 8,180 $257K 0.03% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,532 shares; 2026Q1: 1,971 shares 1,971 $257K 0.03% -561 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares 4,388 $254K 0.03% 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: not reported; 2025Q4: not reported; 2026Q1: 5,013 shares 5,013 $251K 0.03% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,389 shares 8,389 $248K 0.03% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,589 shares 10,589 $247K 0.03% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares; 2025Q4: 5,011 shares; 2026Q1: 4,973 shares 4,973 $245K 0.03% -38 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,679 shares 9,679 $245K 0.03% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,073 shares 10,073 $244K 0.03% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,003 shares 10,003 $242K 0.03% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,938 shares; 2025Q1: 7,301 shares; 2025Q2: 6,315 shares; 2025Q3: 5,459 shares; 2025Q4: 4,121 shares; 2026Q1: 5,031 shares 5,031 $241K 0.03% +910 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: 4,819 shares; 2024Q4: 4,307 shares; 2025Q1: 3,873 shares; 2025Q2: 3,401 shares; 2025Q3: 3,263 shares; 2025Q4: not reported; 2026Q1: 3,357 shares 3,357 $240K 0.03% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,589 shares 3,589 $238K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,231 shares 3,231 $237K 0.03% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 739 shares; 2025Q4: 723 shares; 2026Q1: 634 shares 634 $236K 0.03% -89 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: not reported; 2026Q1: 284 shares 284 $231K 0.03% new 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: 2,457 shares; 2024Q4: 2,456 shares; 2025Q1: 2,254 shares; 2025Q2: 1,967 shares; 2025Q3: 1,749 shares; 2025Q4: not reported; 2026Q1: 1,415 shares 1,415 $229K 0.03% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares 1,003 $229K 0.03% new Timeline IDEF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,541 shares 6,541 $229K 0.03% new 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: 1,055 shares; 2024Q4: 1,042 shares; 2025Q1: 938 shares; 2025Q2: 835 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 835 shares 835 $228K 0.03% -50 Timeline BNDW 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: 8,911 shares; 2024Q4: 8,591 shares; 2025Q1: 32,314 shares; 2025Q2: 44,572 shares; 2025Q3: 33,355 shares; 2025Q4: 27,572 shares; 2026Q1: 3,321 shares 3,321 $228K 0.03% -24,251 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,199 shares; 2025Q1: 2,124 shares; 2025Q2: 1,786 shares; 2025Q3: 1,391 shares; 2025Q4: 1,270 shares; 2026Q1: 803 shares 803 $219K 0.03% -467 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,523 shares; 2025Q3: 1,265 shares; 2025Q4: 1,221 shares; 2026Q1: 1,357 shares 1,357 $217K 0.03% +136 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares; 2025Q4: 1,518 shares; 2026Q1: 1,594 shares 1,594 $216K 0.03% +76 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,579 shares; 2026Q1: 1,380 shares 1,380 $213K 0.03% -199 Timeline BLCR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares 4,712 $213K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 948 shares 948 $212K 0.03% -150 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 6,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,876 shares; 2026Q1: 4,938 shares 4,938 $210K 0.03% +62 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: not reported; 2025Q2: 20,225 shares; 2025Q3: 12,081 shares; 2025Q4: 6,357 shares; 2026Q1: 2,070 shares 2,070 $208K 0.03% -4,287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,491 shares 5,491 $208K 0.03% new 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: 837 shares; 2024Q4: 753 shares; 2025Q1: 798 shares; 2025Q2: 680 shares; 2025Q3: 578 shares; 2025Q4: 617 shares; 2026Q1: 877 shares 877 $207K 0.03% +260 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,598 shares; 2025Q4: not reported; 2026Q1: 5,227 shares 5,227 $205K 0.03% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 2,271 shares; 2025Q4: 2,373 shares; 2026Q1: 1,946 shares 1,946 $204K 0.03% -427 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 906 shares; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 876 shares 876 $204K 0.03% new Timeline XVV 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: 3,856 shares 3,856 $204K 0.03% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to 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: 299 shares 299 $204K 0.03% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares 2,276 $203K 0.03% new Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,423 shares 3,423 $203K 0.03% new Timeline GNR 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: not reported; 2026Q1: 2,692 shares 2,692 $203K 0.03% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: 5,086 shares; 2026Q1: 3,761 shares 3,761 $202K 0.03% -1,325 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 337 shares 337 $202K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,788 shares; 2024Q4: 7,232 shares; 2025Q1: 6,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,160 shares 7,160 $201K 0.03% new Timeline OGS ONE GAS INC More: the full row for ONE GAS 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: 2,253 shares 2,253 $200K 0.03% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,485 shares; 2024Q4: 23,133 shares; 2025Q1: 24,154 shares; 2025Q2: 22,884 shares; 2025Q3: 20,700 shares; 2025Q4: 20,942 shares; 2026Q1: 16,909 shares 16,909 $164K 0.02% -4,033 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,630 shares; 2026Q1: 13,196 shares 13,196 $160K 0.02% -1,434 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS 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: 11,086 shares; 2025Q4: 12,445 shares; 2026Q1: 19,146 shares 19,146 $124K 0.02% +6,701 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,540 shares; 2025Q1: 10,320 shares; 2025Q2: 12,237 shares; 2025Q3: 13,475 shares; 2025Q4: 14,250 shares; 2026Q1: 13,790 shares 13,790 $120K 0.02% -460 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,312 shares 20,312 $108K 0.01% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,909 shares; 2024Q4: 19,678 shares; 2025Q1: 17,578 shares; 2025Q2: 15,387 shares; 2025Q3: 14,456 shares; 2025Q4: 14,026 shares; 2026Q1: 11,777 shares 11,777 $100K 0.01% -2,249 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,074 shares; 2024Q4: 47,516 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,170 shares 10,170 $46.4K 0.01% new Timeline