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: restricted; 2024Q4: 399,262 shares; 2025Q1: 538,060 shares; 2025Q2: 638,521 shares; 2025Q3: 766,928 shares; 2025Q4: 803,731 shares; 2026Q1: 1,003,334 shares 1,003,334 $76.8M 5.27% +199,603 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: restricted; 2024Q4: 337,150 shares; 2025Q1: 412,073 shares; 2025Q2: 477,690 shares; 2025Q3: 637,799 shares; 2025Q4: 699,616 shares; 2026Q1: 861,720 shares 861,720 $55.2M 3.79% +162,104 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,846 shares; 2025Q1: 535,020 shares; 2025Q2: 756,947 shares; 2025Q3: 1,061,004 shares; 2025Q4: 1,124,239 shares; 2026Q1: 1,201,571 shares 1,201,571 $50.4M 3.46% +77,332 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,991 shares; 2025Q1: 38,978 shares; 2025Q2: 68,821 shares; 2025Q3: 73,713 shares; 2025Q4: 123,976 shares; 2026Q1: 150,029 shares 150,029 $38.1M 2.61% +26,053 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256,125 shares; 2025Q1: 443,264 shares; 2025Q2: 536,448 shares; 2025Q3: 656,762 shares; 2025Q4: 750,307 shares; 2026Q1: 827,487 shares 827,487 $34.9M 2.4% +77,180 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,812 shares; 2025Q1: 78,202 shares; 2025Q2: 124,100 shares; 2025Q3: 145,498 shares; 2025Q4: 154,133 shares; 2026Q1: 191,603 shares 191,603 $33.4M 2.29% +37,470 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299,718 shares; 2025Q1: 547,939 shares; 2025Q2: 692,381 shares; 2025Q3: 854,290 shares; 2025Q4: 986,272 shares; 2026Q1: 1,077,584 shares 1,077,584 $29.5M 2.02% +91,312 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,651 shares; 2025Q1: 26,651 shares; 2025Q2: 36,773 shares; 2025Q3: 46,941 shares; 2025Q4: 49,913 shares; 2026Q1: 70,908 shares 70,908 $26.2M 1.8% +20,995 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,055 shares; 2025Q1: 73,296 shares; 2025Q2: 65,799 shares; 2025Q3: 38,627 shares; 2025Q4: 39,612 shares; 2026Q1: 37,351 shares 37,351 $24.3M 1.67% -2,261 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: restricted; 2024Q4: 139,056 shares; 2025Q1: 144,101 shares; 2025Q2: 195,709 shares; 2025Q3: 289,643 shares; 2025Q4: 308,726 shares; 2026Q1: 349,183 shares 349,183 $18.9M 1.3% +40,457 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566,347 shares; 2025Q1: 575,854 shares; 2025Q2: 574,753 shares; 2025Q3: 577,645 shares; 2025Q4: 582,221 shares; 2026Q1: 576,470 shares 576,470 $18.5M 1.27% -5,751 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,123 shares; 2025Q1: 35,101 shares; 2025Q2: 54,739 shares; 2025Q3: 70,421 shares; 2025Q4: 73,486 shares; 2026Q1: 85,257 shares 85,257 $17.8M 1.22% +11,771 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,892 shares; 2025Q1: 49,557 shares; 2025Q2: 57,426 shares; 2025Q3: 72,616 shares; 2025Q4: 78,144 shares; 2026Q1: 91,135 shares 91,135 $17.5M 1.2% +12,991 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,044 shares; 2025Q1: 26,190 shares; 2025Q2: 27,636 shares; 2025Q3: 34,091 shares; 2025Q4: 39,640 shares; 2026Q1: 65,255 shares 65,255 $17.1M 1.17% +25,615 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278,285 shares; 2025Q1: 342,000 shares; 2025Q2: 446,014 shares; 2025Q3: 587,270 shares; 2025Q4: 730,348 shares; 2026Q1: 753,504 shares 753,504 $16.7M 1.15% +23,156 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,837 shares; 2025Q1: 19,383 shares; 2025Q2: 34,989 shares; 2025Q3: 44,886 shares; 2025Q4: 47,354 shares; 2026Q1: 56,926 shares 56,926 $16.4M 1.12% +9,572 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,549 shares; 2025Q1: 145,929 shares; 2025Q2: 198,376 shares; 2025Q3: 274,505 shares; 2025Q4: 299,801 shares; 2026Q1: 308,735 shares 308,735 $15.3M 1.05% +8,934 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,136 shares; 2025Q1: 121,837 shares; 2025Q2: 204,113 shares; 2025Q3: 253,340 shares; 2025Q4: 287,160 shares; 2026Q1: 291,623 shares 291,623 $14.4M 0.99% +4,463 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: restricted; 2024Q4: 182,384 shares; 2025Q1: 199,452 shares; 2025Q2: 148,590 shares; 2025Q3: 210,823 shares; 2025Q4: 268,205 shares; 2026Q1: 306,971 shares 306,971 $14M 0.96% +38,766 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,621 shares; 2025Q1: 27,858 shares; 2025Q2: 30,994 shares; 2025Q3: 41,470 shares; 2025Q4: 41,055 shares; 2026Q1: 46,696 shares 46,696 $13.7M 0.94% +5,641 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,897 shares; 2025Q1: 18,036 shares; 2025Q2: 19,472 shares; 2025Q3: 27,019 shares; 2025Q4: 26,043 shares; 2026Q1: 24,266 shares 24,266 $13.3M 0.91% -1,777 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,673 shares; 2025Q1: 32,329 shares; 2025Q2: 60,660 shares; 2025Q3: 36,355 shares; 2025Q4: 109,549 shares; 2026Q1: 99,970 shares 99,970 $13.3M 0.91% -9,579 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162,283 shares; 2025Q1: 172,049 shares; 2025Q2: 188,472 shares; 2025Q3: 194,768 shares; 2025Q4: 195,986 shares; 2026Q1: 224,307 shares 224,307 $13M 0.89% +28,321 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,376 shares; 2025Q1: 21,383 shares; 2025Q2: 27,806 shares; 2025Q3: 36,028 shares; 2025Q4: 35,883 shares; 2026Q1: 39,668 shares 39,668 $12M 0.82% +3,785 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 127,304 shares; 2025Q2: 219,442 shares; 2025Q3: 282,570 shares; 2025Q4: 346,639 shares; 2026Q1: 444,089 shares 444,089 $11.3M 0.78% +97,450 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,607 shares; 2025Q1: 73,922 shares; 2025Q2: 76,658 shares; 2025Q3: 104,307 shares; 2025Q4: 104,401 shares; 2026Q1: 90,786 shares 90,786 $11.3M 0.77% -13,615 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,210 shares; 2025Q1: 15,501 shares; 2025Q2: 32,307 shares; 2025Q3: 42,287 shares; 2025Q4: 51,562 shares; 2026Q1: 64,614 shares 64,614 $11M 0.75% +13,052 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,485 shares; 2025Q1: 75,689 shares; 2025Q2: 124,793 shares; 2025Q3: 181,392 shares; 2025Q4: 232,542 shares; 2026Q1: 216,858 shares 216,858 $10.9M 0.75% -15,684 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,115 shares; 2025Q1: 111,769 shares; 2025Q2: 152,675 shares; 2025Q3: 209,493 shares; 2025Q4: 215,585 shares; 2026Q1: 273,404 shares 273,404 $10.8M 0.74% +57,819 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,336 shares; 2025Q1: 59,779 shares; 2025Q2: 59,197 shares; 2025Q3: 57,867 shares; 2025Q4: 59,953 shares; 2026Q1: 145,166 shares 145,166 $10.7M 0.73% +85,213 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,839 shares; 2025Q1: 22,574 shares; 2025Q2: 41,544 shares; 2025Q3: 62,615 shares; 2025Q4: 62,371 shares; 2026Q1: 53,579 shares 53,579 $10.6M 0.73% -8,792 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,150 shares; 2025Q1: 151,944 shares; 2025Q2: 120,712 shares; 2025Q3: 128,062 shares; 2025Q4: 124,877 shares; 2026Q1: 112,141 shares 112,141 $10.3M 0.71% -12,736 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: restricted; 2024Q4: 188,367 shares; 2025Q1: 195,958 shares; 2025Q2: 154,315 shares; 2025Q3: 171,317 shares; 2025Q4: 173,125 shares; 2026Q1: 204,658 shares 204,658 $9.6M 0.66% +31,533 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 6,261 shares; 2025Q3: 10,411 shares; 2025Q4: 56,586 shares; 2026Q1: 83,985 shares 83,985 $8.78M 0.6% +27,399 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares; 2026Q1: 69,406 shares 69,406 $8.77M 0.6% +27,529 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,168 shares; 2025Q1: 156,045 shares; 2025Q2: 187,822 shares; 2025Q3: 265,273 shares; 2025Q4: 283,275 shares; 2026Q1: 347,866 shares 347,866 $8.58M 0.59% +64,591 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,699 shares; 2025Q1: 32,537 shares; 2025Q2: 75,751 shares; 2025Q3: 64,754 shares; 2025Q4: 77,770 shares; 2026Q1: 76,472 shares 76,472 $8.48M 0.58% -1,298 Timeline FRDM 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: restricted; 2024Q4: not reported; 2025Q1: 54,436 shares; 2025Q2: 85,799 shares; 2025Q3: 112,046 shares; 2025Q4: 131,112 shares; 2026Q1: 154,516 shares 154,516 $8.44M 0.58% +23,404 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,391 shares; 2025Q3: 259,256 shares; 2025Q4: 290,611 shares; 2026Q1: 314,714 shares 314,714 $8.37M 0.57% +24,103 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,316 shares; 2025Q1: 4,103 shares; 2025Q2: 7,690 shares; 2025Q3: 9,944 shares; 2025Q4: 10,346 shares; 2026Q1: 16,617 shares 16,617 $7.96M 0.55% +6,271 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 907 shares; 2025Q2: 4,073 shares; 2025Q3: 5,411 shares; 2025Q4: 6,235 shares; 2026Q1: 8,544 shares 8,544 $7.86M 0.54% +2,309 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,207 shares; 2025Q1: 93,922 shares; 2025Q2: 119,618 shares; 2025Q3: 21,311 shares; 2025Q4: 26,900 shares; 2026Q1: 32,347 shares 32,347 $7.69M 0.53% +5,447 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,957 shares; 2025Q4: 44,911 shares; 2026Q1: 44,194 shares 44,194 $7.63M 0.52% -717 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: restricted; 2024Q4: 112,169 shares; 2025Q1: 124,918 shares; 2025Q2: 107,795 shares; 2025Q3: 86,746 shares; 2025Q4: 101,667 shares; 2026Q1: 129,283 shares 129,283 $7.57M 0.52% +27,616 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,948 shares; 2025Q1: 93,841 shares; 2025Q2: 100,009 shares; 2025Q3: 131,922 shares; 2025Q4: 160,224 shares; 2026Q1: 208,041 shares 208,041 $7.5M 0.51% +47,817 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,889 shares; 2025Q1: 14,796 shares; 2025Q2: 20,261 shares; 2025Q3: 34,261 shares; 2025Q4: 36,386 shares; 2026Q1: 37,784 shares 37,784 $7.49M 0.51% +1,398 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,990 shares; 2025Q1: 4,940 shares; 2025Q2: 7,162 shares; 2025Q3: 8,365 shares; 2025Q4: 8,926 shares; 2026Q1: 13,053 shares 13,053 $7.47M 0.51% +4,127 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,310 shares; 2025Q1: 14,807 shares; 2025Q2: 17,673 shares; 2025Q3: 13,471 shares; 2025Q4: 14,683 shares; 2026Q1: 19,811 shares 19,811 $7.36M 0.51% +5,128 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,993 shares; 2025Q1: 8,680 shares; 2025Q2: 7,869 shares; 2025Q3: 7,030 shares; 2025Q4: 9,193 shares; 2026Q1: 12,318 shares 12,318 $7.36M 0.51% +3,125 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,625 shares; 2025Q1: 40,910 shares; 2025Q2: 33,319 shares; 2025Q3: 23,635 shares; 2025Q4: 25,171 shares; 2026Q1: 22,629 shares 22,629 $7.26M 0.5% -2,542 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,664 shares; 2025Q1: 5,265 shares; 2025Q2: 9,636 shares; 2025Q3: 13,665 shares; 2025Q4: 14,603 shares; 2026Q1: 23,204 shares 23,204 $7.18M 0.49% +8,601 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,995 shares; 2025Q1: 6,412 shares; 2025Q2: 9,586 shares; 2025Q3: 17,466 shares; 2025Q4: 18,239 shares; 2026Q1: 18,509 shares 18,509 $6.99M 0.48% +270 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,055 shares; 2025Q1: 73,936 shares; 2025Q2: 127,035 shares; 2025Q3: 208,164 shares; 2025Q4: 232,975 shares; 2026Q1: 207,025 shares 207,025 $6.87M 0.47% -25,950 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,256 shares; 2025Q1: 26,661 shares; 2025Q2: 33,072 shares; 2025Q3: 57,289 shares; 2025Q4: 39,587 shares; 2026Q1: 46,652 shares 46,652 $6.84M 0.47% +7,065 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,752 shares; 2025Q1: 74,892 shares; 2025Q2: 102,558 shares; 2025Q3: 208,970 shares; 2025Q4: 314,162 shares; 2026Q1: 134,992 shares 134,992 $6.8M 0.47% -179,170 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: restricted; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 17,376 shares; 2025Q3: 13,257 shares; 2025Q4: 10,530 shares; 2026Q1: 32,583 shares 32,583 $6.63M 0.45% +22,053 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,196 shares; 2025Q1: 21,536 shares; 2025Q2: 23,339 shares; 2025Q3: 34,942 shares; 2025Q4: 36,906 shares; 2026Q1: 40,519 shares 40,519 $6.58M 0.45% +3,613 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: restricted; 2024Q4: 60,778 shares; 2025Q1: 56,084 shares; 2025Q2: 45,133 shares; 2025Q3: 49,718 shares; 2025Q4: 54,835 shares; 2026Q1: 63,390 shares 63,390 $6.02M 0.41% +8,555 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,415 shares; 2025Q1: 9,208 shares; 2025Q2: 6,745 shares; 2025Q3: 8,570 shares; 2025Q4: 9,318 shares; 2026Q1: 9,100 shares 9,100 $5.94M 0.41% -218 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 622 shares; 2025Q2: 2,491 shares; 2025Q3: 3,004 shares; 2025Q4: 39,057 shares; 2026Q1: 60,187 shares 60,187 $5.79M 0.4% +21,130 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: restricted; 2024Q4: 4,348 shares; 2025Q1: 13,918 shares; 2025Q2: 23,208 shares; 2025Q3: 28,489 shares; 2025Q4: 36,167 shares; 2026Q1: 57,154 shares 57,154 $5.75M 0.39% +20,987 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,919 shares; 2025Q1: 93,115 shares; 2025Q2: 118,761 shares; 2025Q3: 138,943 shares; 2025Q4: 153,817 shares; 2026Q1: 147,080 shares 147,080 $5.65M 0.39% -6,737 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,425 shares; 2025Q1: 12,680 shares; 2025Q2: 15,791 shares; 2025Q3: 11,560 shares; 2025Q4: 11,944 shares; 2026Q1: 12,617 shares 12,617 $5.43M 0.37% +673 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,296 shares; 2025Q1: 232,814 shares; 2025Q2: 118,648 shares; 2025Q3: 115,603 shares; 2025Q4: 164,347 shares; 2026Q1: 173,105 shares 173,105 $5.31M 0.36% +8,758 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162,237 shares; 2025Q1: 241,844 shares; 2025Q2: 192,483 shares; 2025Q3: 44,515 shares; 2025Q4: 39,483 shares; 2026Q1: 52,715 shares 52,715 $5.23M 0.36% +13,232 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,085 shares; 2026Q1: 130,889 shares 130,889 $5.21M 0.36% +25,804 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,490 shares; 2026Q1: 112,218 shares 112,218 $5.16M 0.35% +23,728 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,525 shares; 2026Q1: 110,946 shares 110,946 $5.12M 0.35% +23,421 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,960 shares; 2025Q1: 29,174 shares; 2025Q2: 45,960 shares; 2025Q3: 58,057 shares; 2025Q4: 62,551 shares; 2026Q1: 70,609 shares 70,609 $5.08M 0.35% +8,058 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,030 shares; 2025Q1: 9,194 shares; 2025Q2: 9,646 shares; 2025Q3: 6,799 shares; 2025Q4: 7,937 shares; 2026Q1: 8,766 shares 8,766 $5.06M 0.35% +829 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,970 shares; 2026Q1: 116,840 shares 116,840 $5.04M 0.35% +23,870 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,717 shares; 2025Q1: 22,689 shares; 2025Q2: 6,937 shares; 2025Q3: 2,393 shares; 2025Q4: 2,989 shares; 2026Q1: 30,884 shares 30,884 $4.99M 0.34% +27,895 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: restricted; 2024Q4: 18,712 shares; 2025Q1: 19,068 shares; 2025Q2: 17,390 shares; 2025Q3: 20,021 shares; 2025Q4: 23,644 shares; 2026Q1: 34,346 shares 34,346 $4.96M 0.34% +10,702 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,730 shares; 2025Q1: 36,220 shares; 2025Q2: 117,269 shares; 2025Q3: 5,353 shares; 2025Q4: 31,725 shares; 2026Q1: 75,189 shares 75,189 $4.61M 0.32% +43,464 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,417 shares; 2025Q1: 30,598 shares; 2025Q2: 30,839 shares; 2025Q3: 31,818 shares; 2025Q4: 33,235 shares; 2026Q1: 54,684 shares 54,684 $4.53M 0.31% +21,449 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 3,931 shares; 2025Q3: 7,137 shares; 2025Q4: 9,441 shares; 2026Q1: 9,722 shares 9,722 $4.22M 0.29% +281 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: restricted; 2024Q4: 50,379 shares; 2025Q1: 48,609 shares; 2025Q2: 48,670 shares; 2025Q3: 48,491 shares; 2025Q4: 47,466 shares; 2026Q1: 89,461 shares 89,461 $4.2M 0.29% +41,995 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: restricted; 2024Q4: 2,669 shares; 2025Q1: 3,258 shares; 2025Q2: 4,679 shares; 2025Q3: 6,952 shares; 2025Q4: 9,099 shares; 2026Q1: 8,389 shares 8,389 $4.16M 0.29% -710 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: restricted; 2024Q4: 1,594 shares; 2025Q1: 1,800 shares; 2025Q2: 3,360 shares; 2025Q3: 6,697 shares; 2025Q4: 8,112 shares; 2026Q1: 9,016 shares 9,016 $4.16M 0.29% +904 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,735 shares; 2025Q4: 59,231 shares; 2026Q1: 165,445 shares 165,445 $4.14M 0.28% +106,214 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,395 shares; 2025Q1: 41,352 shares; 2025Q2: 47,782 shares; 2025Q3: 55,773 shares; 2025Q4: 61,206 shares; 2026Q1: 73,925 shares 73,925 $4.09M 0.28% +12,719 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,707 shares; 2025Q1: 288,663 shares; 2025Q2: 323,844 shares; 2025Q3: 114,641 shares; 2025Q4: 95,557 shares; 2026Q1: 84,229 shares 84,229 $4.07M 0.28% -11,328 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,163 shares; 2025Q1: 2,465 shares; 2025Q2: 3,785 shares; 2025Q3: 7,112 shares; 2025Q4: 8,353 shares; 2026Q1: 10,355 shares 10,355 $4.04M 0.28% +2,002 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,140 shares; 2025Q4: 126,190 shares; 2026Q1: 85,243 shares 85,243 $3.99M 0.27% -40,947 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: restricted; 2024Q4: 12,744 shares; 2025Q1: 13,322 shares; 2025Q2: 4,784 shares; 2025Q3: 4,424 shares; 2025Q4: 7,004 shares; 2026Q1: 11,444 shares 11,444 $3.87M 0.27% +4,440 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: restricted; 2024Q4: 3,345 shares; 2025Q1: 3,863 shares; 2025Q2: 6,505 shares; 2025Q3: 12,821 shares; 2025Q4: 15,917 shares; 2026Q1: 19,431 shares 19,431 $3.85M 0.26% +3,514 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,975 shares; 2025Q1: 43,006 shares; 2025Q2: 59,697 shares; 2025Q3: 112,015 shares; 2025Q4: 75,954 shares; 2026Q1: 109,311 shares 109,311 $3.85M 0.26% +33,357 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,812 shares; 2025Q1: 100,573 shares; 2025Q2: 217,318 shares; 2025Q3: 46,198 shares; 2025Q4: 94,305 shares; 2026Q1: 146,260 shares 146,260 $3.76M 0.26% +51,955 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,139 shares 162,139 $3.75M 0.26% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,969 shares; 2025Q1: 8,531 shares; 2025Q2: 6,378 shares; 2025Q3: 8,577 shares; 2025Q4: 8,587 shares; 2026Q1: 15,126 shares 15,126 $3.7M 0.25% +6,539 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,427 shares; 2025Q4: 41,435 shares; 2026Q1: 65,393 shares 65,393 $3.55M 0.24% +23,958 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,018 shares; 2025Q3: 6,728 shares; 2025Q4: 6,526 shares; 2026Q1: 45,521 shares 45,521 $3.51M 0.24% +38,995 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: restricted; 2024Q4: 36,215 shares; 2025Q1: 39,347 shares; 2025Q2: 60,422 shares; 2025Q3: 51,930 shares; 2025Q4: 51,844 shares; 2026Q1: 56,685 shares 56,685 $3.36M 0.23% +4,841 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: restricted; 2024Q4: 8,283 shares; 2025Q1: 8,413 shares; 2025Q2: 17,362 shares; 2025Q3: 28,293 shares; 2025Q4: 32,599 shares; 2026Q1: 35,066 shares 35,066 $3.26M 0.22% +2,467 Timeline FAPR 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: restricted; 2024Q4: 142,977 shares; 2025Q1: 72,805 shares; 2025Q2: 101,161 shares; 2025Q3: 68,605 shares; 2025Q4: 81,862 shares; 2026Q1: 69,318 shares 69,318 $3.11M 0.21% -12,544 Timeline LGRO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,758 shares 82,758 $3.05M 0.21% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,703 shares; 2025Q1: 19,552 shares; 2025Q2: 50,934 shares; 2025Q3: 25,649 shares; 2025Q4: 97,483 shares; 2026Q1: 115,255 shares 115,255 $3.03M 0.21% +17,772 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102,361 shares; 2025Q2: 177,919 shares; 2025Q3: 214,089 shares; 2025Q4: 244,105 shares; 2026Q1: 215,944 shares 215,944 $2.97M 0.2% -28,161 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,693 shares; 2025Q1: 10,191 shares; 2025Q2: 10,816 shares; 2025Q3: 6,744 shares; 2025Q4: 7,376 shares; 2026Q1: 6,624 shares 6,624 $2.89M 0.2% -752 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,815 shares; 2025Q1: 8,137 shares; 2025Q2: 6,027 shares; 2025Q3: 11,961 shares; 2025Q4: 11,604 shares; 2026Q1: 11,414 shares 11,414 $2.84M 0.19% -190 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,556 shares; 2025Q1: 7,769 shares; 2025Q2: 4,973 shares; 2025Q3: 5,700 shares; 2025Q4: 5,889 shares; 2026Q1: 8,318 shares 8,318 $2.74M 0.19% +2,429 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: restricted; 2024Q4: 4,921 shares; 2025Q1: 5,871 shares; 2025Q2: 13,564 shares; 2025Q3: 14,158 shares; 2025Q4: 15,194 shares; 2026Q1: 34,150 shares 34,150 $2.72M 0.19% +18,956 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: restricted; 2024Q4: 6,987 shares; 2025Q1: 5,427 shares; 2025Q2: 7,491 shares; 2025Q3: 10,334 shares; 2025Q4: 12,185 shares; 2026Q1: 17,364 shares 17,364 $2.7M 0.19% +5,179 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,149 shares; 2025Q1: 106,050 shares; 2025Q2: 175,758 shares; 2025Q3: 46,281 shares; 2025Q4: 59,334 shares; 2026Q1: 54,206 shares 54,206 $2.68M 0.18% -5,128 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,851 shares; 2025Q1: 10,567 shares; 2025Q2: 12,345 shares; 2025Q3: 10,622 shares; 2025Q4: 11,786 shares; 2026Q1: 13,551 shares 13,551 $2.66M 0.18% +1,765 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,360 shares; 2025Q1: 47,514 shares; 2025Q2: 59,759 shares; 2025Q3: 58,192 shares; 2025Q4: 67,487 shares; 2026Q1: 74,901 shares 74,901 $2.65M 0.18% +7,414 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,495 shares; 2025Q4: 2,258 shares; 2026Q1: 7,702 shares 7,702 $2.63M 0.18% +5,444 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,118 shares; 2025Q1: 21,949 shares; 2025Q2: 32,630 shares; 2025Q3: 32,050 shares; 2025Q4: 31,708 shares; 2026Q1: 37,629 shares 37,629 $2.62M 0.18% +5,921 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,733 shares; 2025Q2: 4,795 shares; 2025Q3: 3,006 shares; 2025Q4: 5,830 shares; 2026Q1: 11,748 shares 11,748 $2.55M 0.18% +5,918 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,964 shares; 2025Q1: 3,126 shares; 2025Q2: 9,208 shares; 2025Q3: 16,909 shares; 2025Q4: 20,601 shares; 2026Q1: 21,713 shares 21,713 $2.55M 0.18% +1,112 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,115 shares; 2025Q1: 11,408 shares; 2025Q2: 4,054 shares; 2025Q3: 7,161 shares; 2025Q4: 8,396 shares; 2026Q1: 9,375 shares 9,375 $2.54M 0.17% +979 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,146 shares; 2025Q1: 23,343 shares; 2025Q2: 22,815 shares; 2025Q3: 22,110 shares; 2025Q4: 21,738 shares; 2026Q1: 22,408 shares 22,408 $2.53M 0.17% +670 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,945 shares 26,945 $2.53M 0.17% new 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: restricted; 2024Q4: 236,772 shares; 2025Q1: 170,551 shares; 2025Q2: 158,715 shares; 2025Q3: 25,001 shares; 2025Q4: 34,575 shares; 2026Q1: 44,622 shares 44,622 $2.53M 0.17% +10,047 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,099 shares; 2025Q3: 67,045 shares; 2025Q4: 88,153 shares; 2026Q1: 95,511 shares 95,511 $2.52M 0.17% +7,358 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: restricted; 2024Q4: 96,649 shares; 2025Q1: 85,335 shares; 2025Q2: 74,588 shares; 2025Q3: 62,599 shares; 2025Q4: 54,197 shares; 2026Q1: 54,278 shares 54,278 $2.51M 0.17% +81 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,993 shares; 2025Q1: 54,677 shares; 2025Q2: 52,073 shares; 2025Q3: 53,402 shares; 2025Q4: 56,832 shares; 2026Q1: 59,303 shares 59,303 $2.5M 0.17% +2,471 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,238 shares; 2025Q2: 2,778 shares; 2025Q3: 5,270 shares; 2025Q4: 6,743 shares; 2026Q1: 7,523 shares 7,523 $2.47M 0.17% +780 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: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,297 shares; 2025Q2: 2,302 shares; 2025Q3: 4,429 shares; 2025Q4: 4,809 shares; 2026Q1: 5,009 shares 5,009 $2.46M 0.17% +200 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,816 shares; 2025Q1: 7,192 shares; 2025Q2: 9,738 shares; 2025Q3: 15,905 shares; 2025Q4: 6,074 shares; 2026Q1: 6,837 shares 6,837 $2.42M 0.17% +763 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: restricted; 2024Q4: 1,022 shares; 2025Q1: 830 shares; 2025Q2: 1,925 shares; 2025Q3: 3,746 shares; 2025Q4: 4,617 shares; 2026Q1: 5,613 shares 5,613 $2.39M 0.16% +996 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,843 shares; 2025Q1: 20,357 shares; 2025Q2: 20,960 shares; 2025Q3: 18,707 shares; 2025Q4: 11,963 shares; 2026Q1: 12,241 shares 12,241 $2.35M 0.16% +278 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: restricted; 2024Q4: 9,039 shares; 2025Q1: 6,117 shares; 2025Q2: 8,959 shares; 2025Q3: 9,010 shares; 2025Q4: 11,818 shares; 2026Q1: 11,086 shares 11,086 $2.34M 0.16% -732 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares; 2025Q4: 46,949 shares; 2026Q1: 46,438 shares 46,438 $2.28M 0.16% -511 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 2,257 shares; 2025Q4: 2,363 shares; 2026Q1: 11,775 shares 11,775 $2.27M 0.16% +9,412 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,612 shares; 2025Q1: 1,768 shares; 2025Q2: 4,026 shares; 2025Q3: 8,909 shares; 2025Q4: 11,583 shares; 2026Q1: 13,388 shares 13,388 $2.26M 0.16% +1,805 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,169 shares; 2025Q1: 30,957 shares; 2025Q2: 40,251 shares; 2025Q3: 44,220 shares; 2025Q4: 51,844 shares; 2026Q1: 27,605 shares 27,605 $2.26M 0.16% -24,239 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,730 shares; 2025Q1: 19,948 shares; 2025Q2: 19,759 shares; 2025Q3: 21,774 shares; 2025Q4: 22,759 shares; 2026Q1: 27,903 shares 27,903 $2.25M 0.15% +5,144 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: restricted; 2024Q4: 4,334 shares; 2025Q1: 4,249 shares; 2025Q2: 1,344 shares; 2025Q3: 2,364 shares; 2025Q4: 2,687 shares; 2026Q1: 3,110 shares 3,110 $2.2M 0.15% +423 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: restricted; 2024Q4: 36,418 shares; 2025Q1: 32,821 shares; 2025Q2: 36,740 shares; 2025Q3: 46,124 shares; 2025Q4: 44,569 shares; 2026Q1: 37,821 shares 37,821 $2.2M 0.15% -6,748 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 3,960 shares; 2025Q4: 4,756 shares; 2026Q1: 8,981 shares 8,981 $2.18M 0.15% +4,225 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: restricted; 2024Q4: 17,744 shares; 2025Q1: 29,332 shares; 2025Q2: 37,189 shares; 2025Q3: 15,746 shares; 2025Q4: 17,946 shares; 2026Q1: 20,742 shares 20,742 $2.15M 0.15% +2,796 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,097 shares; 2026Q1: 55,116 shares 55,116 $2.14M 0.15% +22,019 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,354 shares; 2025Q1: 4,361 shares; 2025Q2: 7,434 shares; 2025Q3: 11,042 shares; 2025Q4: 13,123 shares; 2026Q1: 23,106 shares 23,106 $2.14M 0.15% +9,983 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,549 shares; 2025Q4: 1,789 shares; 2026Q1: 6,148 shares 6,148 $2.12M 0.15% +4,359 Timeline FMAY 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: restricted; 2024Q4: 52,620 shares; 2025Q1: 47,868 shares; 2025Q2: 50,332 shares; 2025Q3: 43,343 shares; 2025Q4: 40,196 shares; 2026Q1: 39,958 shares 39,958 $2.11M 0.14% -238 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,345 shares; 2025Q2: 16,355 shares; 2025Q3: 27,125 shares; 2025Q4: 44,074 shares; 2026Q1: 38,670 shares 38,670 $2.11M 0.14% -5,404 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,435 shares; 2026Q1: 25,780 shares 25,780 $2.06M 0.14% +17,345 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,724 shares; 2025Q4: 25,664 shares; 2026Q1: 48,127 shares 48,127 $2.05M 0.14% +22,463 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: restricted; 2024Q4: 46,945 shares; 2025Q1: 44,103 shares; 2025Q2: 41,455 shares; 2025Q3: 37,311 shares; 2025Q4: 31,965 shares; 2026Q1: 26,993 shares 26,993 $2.01M 0.14% -4,972 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,735 shares; 2025Q3: 3,168 shares; 2025Q4: 3,094 shares; 2026Q1: 15,186 shares 15,186 $1.99M 0.14% +12,092 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,513 shares; 2025Q2: 69,672 shares; 2025Q3: 15,519 shares; 2025Q4: 12,659 shares; 2026Q1: 77,371 shares 77,371 $1.98M 0.14% +64,712 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,594 shares; 2025Q1: 5,729 shares; 2025Q2: 5,611 shares; 2025Q3: 7,870 shares; 2025Q4: 8,588 shares; 2026Q1: 17,759 shares 17,759 $1.96M 0.13% +9,171 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,905 shares; 2026Q1: 61,146 shares 61,146 $1.94M 0.13% +10,241 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,118 shares; 2025Q1: 27,213 shares; 2025Q2: 34,555 shares; 2025Q3: 48,084 shares; 2025Q4: 51,041 shares; 2026Q1: 52,595 shares 52,595 $1.91M 0.13% +1,554 Timeline FSEP 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: restricted; 2024Q4: 33,308 shares; 2025Q1: 27,480 shares; 2025Q2: 27,170 shares; 2025Q3: 30,799 shares; 2025Q4: 36,195 shares; 2026Q1: 37,727 shares 37,727 $1.9M 0.13% +1,532 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,888 shares; 2026Q1: 56,153 shares 56,153 $1.9M 0.13% +9,265 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,671 shares; 2025Q1: 13,448 shares; 2025Q2: 13,758 shares; 2025Q3: 13,711 shares; 2025Q4: 13,746 shares; 2026Q1: 17,155 shares 17,155 $1.9M 0.13% +3,409 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,006 shares 25,006 $1.89M 0.13% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,780 shares; 2025Q1: 1,936 shares; 2025Q2: 2,209 shares; 2025Q3: 2,330 shares; 2025Q4: 2,524 shares; 2026Q1: 2,711 shares 2,711 $1.89M 0.13% +187 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,456 shares; 2026Q1: 51,909 shares 51,909 $1.88M 0.13% +8,453 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,778 shares; 2026Q1: 53,724 shares 53,724 $1.88M 0.13% +8,946 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,552 shares; 2025Q4: 31,129 shares; 2026Q1: 47,859 shares 47,859 $1.81M 0.12% +16,730 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: restricted; 2024Q4: 7,281 shares; 2025Q1: 6,444 shares; 2025Q2: 13,908 shares; 2025Q3: 23,155 shares; 2025Q4: 33,503 shares; 2026Q1: 35,895 shares 35,895 $1.8M 0.12% +2,392 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,731 shares; 2025Q1: 12,959 shares; 2025Q2: 14,639 shares; 2025Q3: 5,725 shares; 2025Q4: 6,104 shares; 2026Q1: 4,690 shares 4,690 $1.8M 0.12% -1,414 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,143 shares; 2025Q1: 34,421 shares; 2025Q2: 19,921 shares; 2025Q3: 25,557 shares; 2025Q4: 11,307 shares; 2026Q1: 18,735 shares 18,735 $1.79M 0.12% +7,428 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: restricted; 2024Q4: 22,773 shares; 2025Q1: 23,080 shares; 2025Q2: 7,283 shares; 2025Q3: 6,732 shares; 2025Q4: 4,806 shares; 2026Q1: 12,141 shares 12,141 $1.78M 0.12% +7,335 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,353 shares; 2025Q1: 13,980 shares; 2025Q2: 10,151 shares; 2025Q3: 20,072 shares; 2025Q4: 19,624 shares; 2026Q1: 19,116 shares 19,116 $1.77M 0.12% -508 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,268 shares 23,268 $1.76M 0.12% new Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,880 shares; 2025Q1: 17,380 shares; 2025Q2: 17,892 shares; 2025Q3: 16,353 shares; 2025Q4: not reported; 2026Q1: 75,406 shares 75,406 $1.75M 0.12% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,396 shares; 2026Q1: 33,594 shares 33,594 $1.73M 0.12% +2,198 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,112 shares; 2026Q1: 57,767 shares 57,767 $1.73M 0.12% +17,655 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,964 shares; 2026Q1: 50,643 shares 50,643 $1.72M 0.12% +15,679 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,337 shares; 2025Q1: 4,233 shares; 2025Q2: 1,082 shares; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 3,605 shares 3,605 $1.71M 0.12% +2,828 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,036 shares; 2025Q1: 6,154 shares; 2025Q2: 15,123 shares; 2025Q3: 18,930 shares; 2025Q4: 22,587 shares; 2026Q1: 25,564 shares 25,564 $1.69M 0.12% +2,977 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,471 shares; 2025Q1: 5,734 shares; 2025Q2: 6,345 shares; 2025Q3: 5,188 shares; 2025Q4: 5,719 shares; 2026Q1: 5,859 shares 5,859 $1.68M 0.12% +140 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,149 shares; 2025Q2: 38,739 shares; 2025Q3: 45,815 shares; 2025Q4: 45,965 shares; 2026Q1: 46,564 shares 46,564 $1.68M 0.12% +599 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,071 shares; 2025Q1: 154,809 shares; 2025Q2: 56,178 shares; 2025Q3: 15,815 shares; 2025Q4: 27,288 shares; 2026Q1: 36,898 shares 36,898 $1.65M 0.11% +9,610 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,739 shares; 2025Q2: 4,728 shares; 2025Q3: 3,971 shares; 2025Q4: 3,350 shares; 2026Q1: 3,311 shares 3,311 $1.65M 0.11% -39 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 443 shares; 2025Q4: 453 shares; 2026Q1: 2,251 shares 2,251 $1.64M 0.11% +1,798 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,991 shares; 2025Q1: 13,873 shares; 2025Q2: 13,228 shares; 2025Q3: 13,392 shares; 2025Q4: 12,923 shares; 2026Q1: 32,627 shares 32,627 $1.63M 0.11% +19,704 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,899 shares; 2025Q1: 50,544 shares; 2025Q2: 50,506 shares; 2025Q3: 50,126 shares; 2025Q4: 14,916 shares; 2026Q1: 62,210 shares 62,210 $1.62M 0.11% +47,294 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 11,377 shares 11,377 $1.59M 0.11% +9,853 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: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,638 shares; 2025Q2: 4,421 shares; 2025Q3: 2,091 shares; 2025Q4: 2,194 shares; 2026Q1: 9,740 shares 9,740 $1.56M 0.11% +7,546 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,176 shares; 2025Q3: not reported; 2025Q4: 23,117 shares; 2026Q1: 69,958 shares 69,958 $1.55M 0.11% +46,841 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,235 shares; 2025Q1: 17,038 shares; 2025Q2: 18,640 shares; 2025Q3: 7,690 shares; 2025Q4: 15,117 shares; 2026Q1: 22,721 shares 22,721 $1.55M 0.11% +7,604 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,265 shares 60,265 $1.54M 0.11% 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: restricted; 2024Q4: 4,647 shares; 2025Q1: 13,421 shares; 2025Q2: 16,407 shares; 2025Q3: 19,294 shares; 2025Q4: 20,339 shares; 2026Q1: 21,848 shares 21,848 $1.54M 0.11% +1,509 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 732 shares; 2025Q4: 647 shares; 2026Q1: 4,459 shares 4,459 $1.53M 0.11% +3,812 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,466 shares; 2025Q1: 6,761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,286 shares; 2026Q1: 16,561 shares 16,561 $1.53M 0.1% +2,275 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,887 shares; 2025Q1: 13,898 shares; 2025Q2: 15,666 shares; 2025Q3: 15,097 shares; 2025Q4: 13,508 shares; 2026Q1: 12,606 shares 12,606 $1.5M 0.1% -902 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: restricted; 2024Q4: 20,023 shares; 2025Q1: 20,485 shares; 2025Q2: 21,738 shares; 2025Q3: 20,883 shares; 2025Q4: 18,934 shares; 2026Q1: 18,937 shares 18,937 $1.48M 0.1% +3 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: restricted; 2024Q4: 17,708 shares; 2025Q1: 18,736 shares; 2025Q2: 18,758 shares; 2025Q3: 18,348 shares; 2025Q4: 18,334 shares; 2026Q1: 18,192 shares 18,192 $1.47M 0.1% -142 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,677 shares 56,677 $1.46M 0.1% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,451 shares 4,451 $1.46M 0.1% +124 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,588 shares; 2025Q3: 62,228 shares; 2025Q4: 62,332 shares; 2026Q1: 63,056 shares 63,056 $1.45M 0.1% +724 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,133 shares; 2025Q2: 26,695 shares; 2025Q3: 32,337 shares; 2025Q4: 32,802 shares; 2026Q1: 68,886 shares 68,886 $1.44M 0.1% +36,084 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,553 shares; 2025Q1: 16,461 shares; 2025Q2: 19,190 shares; 2025Q3: 9,420 shares; 2025Q4: 8,915 shares; 2026Q1: 8,608 shares 8,608 $1.41M 0.1% -307 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: restricted; 2024Q4: 38,622 shares; 2025Q1: 34,295 shares; 2025Q2: 35,622 shares; 2025Q3: 31,857 shares; 2025Q4: 27,818 shares; 2026Q1: 61,349 shares 61,349 $1.41M 0.1% +33,531 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 12,666 shares; 2025Q3: 13,371 shares; 2025Q4: 16,187 shares; 2026Q1: 23,334 shares 23,334 $1.38M 0.09% +7,147 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,289 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,223 shares; 2025Q4: 102,319 shares; 2026Q1: 67,470 shares 67,470 $1.38M 0.09% -34,849 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,610 shares; 2025Q1: 32,926 shares; 2025Q2: 52,207 shares; 2025Q3: 51,430 shares; 2025Q4: 52,363 shares; 2026Q1: 55,115 shares 55,115 $1.37M 0.09% +2,752 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,822 shares; 2025Q1: 9,166 shares; 2025Q2: 9,821 shares; 2025Q3: 17,110 shares; 2025Q4: 20,876 shares; 2026Q1: 19,370 shares 19,370 $1.36M 0.09% -1,506 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,547 shares; 2025Q1: 8,469 shares; 2025Q2: 7,870 shares; 2025Q3: 9,599 shares; 2025Q4: 26,200 shares; 2026Q1: 26,452 shares 26,452 $1.34M 0.09% +252 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: restricted; 2024Q4: 167,425 shares; 2025Q1: 188,449 shares; 2025Q2: 299,289 shares; 2025Q3: 12,742 shares; 2025Q4: 7,968 shares; 2026Q1: 26,170 shares 26,170 $1.32M 0.09% +18,202 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,227 shares; 2025Q1: 15,704 shares; 2025Q2: 17,760 shares; 2025Q3: 27,493 shares; 2025Q4: 33,881 shares; 2026Q1: 39,469 shares 39,469 $1.31M 0.09% +5,588 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares 389 $1.31M 0.09% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 7,435 shares; 2025Q4: 16,692 shares; 2026Q1: 21,637 shares 21,637 $1.31M 0.09% +4,945 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,541 shares; 2025Q1: 20,008 shares; 2025Q2: 55,409 shares; 2025Q3: 34,919 shares; 2025Q4: 31,807 shares; 2026Q1: 32,443 shares 32,443 $1.3M 0.09% +636 Timeline DJUN 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: restricted; 2024Q4: 70,660 shares; 2025Q1: 53,976 shares; 2025Q2: 11,479 shares; 2025Q3: 6,633 shares; 2025Q4: 11,127 shares; 2026Q1: 27,424 shares 27,424 $1.29M 0.09% +16,297 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,910 shares; 2025Q1: not reported; 2025Q2: 5,268 shares; 2025Q3: 15,049 shares; 2025Q4: 20,632 shares; 2026Q1: 28,373 shares 28,373 $1.25M 0.09% +7,741 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,745 shares; 2026Q1: 17,337 shares 17,337 $1.25M 0.09% +4,592 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: restricted; 2024Q4: 10,340 shares; 2025Q1: 19,329 shares; 2025Q2: 14,216 shares; 2025Q3: 26,495 shares; 2025Q4: 41,988 shares; 2026Q1: 42,494 shares 42,494 $1.24M 0.08% +506 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: restricted; 2024Q4: 23,321 shares; 2025Q1: 21,197 shares; 2025Q2: 14,621 shares; 2025Q3: 10,045 shares; 2025Q4: 7,833 shares; 2026Q1: 10,895 shares 10,895 $1.21M 0.08% +3,062 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: restricted; 2024Q4: 18,502 shares; 2025Q1: 19,465 shares; 2025Q2: 41,299 shares; 2025Q3: 17,313 shares; 2025Q4: 16,629 shares; 2026Q1: 41,841 shares 41,841 $1.21M 0.08% +25,212 Timeline FMHI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,392 shares 25,392 $1.21M 0.08% new 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: restricted; 2024Q4: 2,972 shares; 2025Q1: 3,343 shares; 2025Q2: 4,407 shares; 2025Q3: 2,478 shares; 2025Q4: 4,129 shares; 2026Q1: 10,005 shares 10,005 $1.2M 0.08% +5,876 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,888 shares 11,888 $1.2M 0.08% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,339 shares; 2025Q3: 2,595 shares; 2025Q4: 2,048 shares; 2026Q1: 2,027 shares 2,027 $1.2M 0.08% -21 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: restricted; 2024Q4: 7,673 shares; 2025Q1: 6,042 shares; 2025Q2: 4,349 shares; 2025Q3: 7,067 shares; 2025Q4: 8,479 shares; 2026Q1: 8,031 shares 8,031 $1.19M 0.08% -448 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,518 shares; 2025Q1: 287,923 shares; 2025Q2: 250,011 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,294 shares 12,294 $1.19M 0.08% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 723 shares; 2025Q2: 742 shares; 2025Q3: 845 shares; 2025Q4: 1,599 shares; 2026Q1: 1,958 shares 1,958 $1.18M 0.08% +359 Timeline DSEP 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: restricted; 2024Q4: 75,428 shares; 2025Q1: 73,116 shares; 2025Q2: 38,795 shares; 2025Q3: 17,398 shares; 2025Q4: 26,973 shares; 2026Q1: 26,457 shares 26,457 $1.16M 0.08% -516 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: restricted; 2024Q4: 10,862 shares; 2025Q1: 8,870 shares; 2025Q2: 7,423 shares; 2025Q3: 12,079 shares; 2025Q4: 10,732 shares; 2026Q1: 15,052 shares 15,052 $1.16M 0.08% +4,320 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,248 shares; 2025Q1: 64,050 shares; 2025Q2: 124,160 shares; 2025Q3: 8,522 shares; 2025Q4: 9,748 shares; 2026Q1: 11,828 shares 11,828 $1.16M 0.08% +2,080 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,992 shares; 2025Q4: 41,796 shares; 2026Q1: 42,470 shares 42,470 $1.13M 0.08% +674 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,940 shares; 2025Q1: 3,777 shares; 2025Q2: 3,710 shares; 2025Q3: 3,390 shares; 2025Q4: 6,321 shares; 2026Q1: 6,870 shares 6,870 $1.13M 0.08% +549 Timeline XJUN 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: restricted; 2024Q4: 12,205 shares; 2025Q1: 11,979 shares; 2025Q2: 11,828 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,260 shares 26,260 $1.13M 0.08% new 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: restricted; 2024Q4: 36,696 shares; 2025Q1: 37,081 shares; 2025Q2: 40,197 shares; 2025Q3: 22,061 shares; 2025Q4: 21,698 shares; 2026Q1: 23,360 shares 23,360 $1.12M 0.08% +1,662 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,613 shares; 2025Q4: 8,826 shares; 2026Q1: 6,714 shares 6,714 $1.11M 0.08% -2,112 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,709 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,646 shares 46,646 $1.11M 0.08% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: not reported; 2025Q4: 2,752 shares; 2026Q1: 16,272 shares 16,272 $1.11M 0.08% +13,520 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,581 shares; 2025Q3: 12,234 shares; 2025Q4: 10,171 shares; 2026Q1: 8,979 shares 8,979 $1.1M 0.08% -1,192 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,045 shares 19,045 $1.1M 0.08% new Timeline FOCT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,947 shares; 2026Q1: 22,732 shares 22,732 $1.08M 0.07% +1,785 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: restricted; 2024Q4: 3,305 shares; 2025Q1: 3,060 shares; 2025Q2: 2,919 shares; 2025Q3: 1,680 shares; 2025Q4: 1,339 shares; 2026Q1: 6,873 shares 6,873 $1.08M 0.07% +5,534 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,801 shares; 2025Q4: 16,222 shares; 2026Q1: 17,659 shares 17,659 $1.08M 0.07% +1,437 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,233 shares; 2025Q4: 2,628 shares; 2026Q1: 8,378 shares 8,378 $1.08M 0.07% +5,750 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 1,694 shares; 2025Q2: 1,364 shares; 2025Q3: 2,464 shares; 2025Q4: 2,380 shares; 2026Q1: 2,491 shares 2,491 $1.06M 0.07% +111 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 3,437 shares; 2026Q1: 9,551 shares 9,551 $1.06M 0.07% +6,114 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 8,290 shares; 2025Q4: 9,578 shares; 2026Q1: 10,820 shares 10,820 $1.06M 0.07% +1,242 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,427 shares 16,427 $1.03M 0.07% 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: restricted; 2024Q4: 1,141 shares; 2025Q1: 1,744 shares; 2025Q2: 1,236 shares; 2025Q3: 805 shares; 2025Q4: 871 shares; 2026Q1: 1,022 shares 1,022 $1.02M 0.07% +151 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: restricted; 2024Q4: 33,908 shares; 2025Q1: 36,521 shares; 2025Q2: 10,624 shares; 2025Q3: 12,697 shares; 2025Q4: 18,616 shares; 2026Q1: 20,711 shares 20,711 $1.01M 0.07% +2,095 Timeline FJUN 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: restricted; 2024Q4: 66,740 shares; 2025Q1: 121,867 shares; 2025Q2: 226,891 shares; 2025Q3: 4,217 shares; 2025Q4: 7,311 shares; 2026Q1: 17,770 shares 17,770 $1M 0.07% +10,459 Timeline FNOV 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: restricted; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,265 shares; 2025Q3: 6,176 shares; 2025Q4: 16,935 shares; 2026Q1: 18,662 shares 18,662 $996K 0.07% +1,727 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,779 shares; 2025Q1: 3,585 shares; 2025Q2: 6,281 shares; 2025Q3: 7,008 shares; 2025Q4: 7,290 shares; 2026Q1: 7,959 shares 7,959 $993K 0.07% +669 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: restricted; 2024Q4: 886 shares; 2025Q1: 1,827 shares; 2025Q2: 5,493 shares; 2025Q3: 2,927 shares; 2025Q4: 2,169 shares; 2026Q1: 3,652 shares 3,652 $974K 0.07% +1,483 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,408 shares; 2025Q3: 3,935 shares; 2025Q4: 2,973 shares; 2026Q1: 2,959 shares 2,959 $965K 0.07% -14 Timeline FDEC 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: restricted; 2024Q4: 5,394 shares; 2025Q1: 5,336 shares; 2025Q2: 4,511 shares; 2025Q3: 9,455 shares; 2025Q4: 16,407 shares; 2026Q1: 19,307 shares 19,307 $960K 0.07% +2,900 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,444 shares; 2025Q4: 12,379 shares; 2026Q1: 14,111 shares 14,111 $959K 0.07% +1,732 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,253 shares 38,253 $950K 0.07% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,777 shares; 2025Q1: 52,472 shares; 2025Q2: 89,874 shares; 2025Q3: not reported; 2025Q4: 8,321 shares; 2026Q1: 17,001 shares 17,001 $944K 0.06% +8,680 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,784 shares; 2025Q1: 8,290 shares; 2025Q2: 7,729 shares; 2025Q3: 2,680 shares; 2025Q4: 2,812 shares; 2026Q1: 3,009 shares 3,009 $935K 0.06% +197 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 11,988 shares; 2025Q4: 16,795 shares; 2026Q1: 18,904 shares 18,904 $934K 0.06% +2,109 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: restricted; 2024Q4: 17,081 shares; 2025Q1: 13,694 shares; 2025Q2: 13,690 shares; 2025Q3: 15,188 shares; 2025Q4: 15,999 shares; 2026Q1: 15,628 shares 15,628 $931K 0.06% -371 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,026 shares; 2025Q1: 316,979 shares; 2025Q2: 1,755,440 shares; 2025Q3: 59,874 shares; 2025Q4: 56,614 shares; 2026Q1: 54,119 shares 54,119 $928K 0.06% -2,495 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: restricted; 2024Q4: 8,791 shares; 2025Q1: 15,999 shares; 2025Q2: 17,020 shares; 2025Q3: 16,198 shares; 2025Q4: 19,660 shares; 2026Q1: 20,313 shares 20,313 $921K 0.06% +653 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,320 shares; 2025Q1: 10,956 shares; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 11,208 shares; 2026Q1: 18,362 shares 18,362 $918K 0.06% +7,154 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,345 shares 8,345 $914K 0.06% new Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,605 shares; 2026Q1: 19,295 shares 19,295 $911K 0.06% +2,690 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: restricted; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 5,392 shares; 2025Q3: 5,969 shares; 2025Q4: 6,687 shares; 2026Q1: 8,021 shares 8,021 $910K 0.06% +1,334 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,148 shares; 2025Q1: 6,369 shares; 2025Q2: 6,964 shares; 2025Q3: 10,353 shares; 2025Q4: 10,313 shares; 2026Q1: 15,015 shares 15,015 $898K 0.06% +4,702 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,647 shares; 2025Q3: 26,007 shares; 2025Q4: 27,159 shares; 2026Q1: 27,091 shares 27,091 $893K 0.06% -68 Timeline FFEB 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: restricted; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 9,796 shares; 2025Q3: 8,136 shares; 2025Q4: 3,833 shares; 2026Q1: 15,920 shares 15,920 $889K 0.06% +12,087 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 7,934 shares; 2025Q2: 3,920 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,201 shares 12,201 $884K 0.06% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 1,920 shares; 2025Q2: 2,004 shares; 2025Q3: 2,648 shares; 2025Q4: 2,884 shares; 2026Q1: 3,391 shares 3,391 $873K 0.06% +507 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,472 shares; 2026Q1: 33,229 shares 33,229 $871K 0.06% +13,757 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,711 shares; 2025Q1: 99,906 shares; 2025Q2: 117,682 shares; 2025Q3: 73,721 shares; 2025Q4: 73,547 shares; 2026Q1: 75,268 shares 75,268 $869K 0.06% +1,721 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: restricted; 2024Q4: 896 shares; 2025Q1: 841 shares; 2025Q2: not reported; 2025Q3: 1,979 shares; 2025Q4: 2,214 shares; 2026Q1: 2,428 shares 2,428 $868K 0.06% +214 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,931 shares; 2025Q1: 3,972 shares; 2025Q2: 1,848 shares; 2025Q3: 2,846 shares; 2025Q4: 2,092 shares; 2026Q1: 5,876 shares 5,876 $864K 0.06% +3,784 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,793 shares; 2025Q1: 20,813 shares; 2025Q2: 20,662 shares; 2025Q3: 19,993 shares; 2025Q4: 15,057 shares; 2026Q1: 35,188 shares 35,188 $856K 0.06% +20,131 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,165 shares 11,165 $852K 0.06% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 8,234 shares; 2026Q1: 12,116 shares 12,116 $848K 0.06% +3,882 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 3,990 shares; 2025Q3: 14,020 shares; 2025Q4: 14,544 shares; 2026Q1: 12,418 shares 12,418 $848K 0.06% -2,126 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,351 shares; 2025Q1: 16,256 shares; 2025Q2: 15,897 shares; 2025Q3: 14,483 shares; 2025Q4: 15,195 shares; 2026Q1: 15,888 shares 15,888 $839K 0.06% +693 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,830 shares; 2025Q1: 46,797 shares; 2025Q2: 87,238 shares; 2025Q3: 50,521 shares; 2025Q4: 35,847 shares; 2026Q1: 35,698 shares 35,698 $829K 0.06% -149 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,286 shares; 2025Q1: 1,460 shares; 2025Q2: 2,106 shares; 2025Q3: 2,264 shares; 2025Q4: 2,158 shares; 2026Q1: 2,398 shares 2,398 $823K 0.06% +240 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,965 shares; 2025Q1: 19,236 shares; 2025Q2: 17,893 shares; 2025Q3: 17,577 shares; 2025Q4: 16,451 shares; 2026Q1: 17,611 shares 17,611 $822K 0.06% +1,160 Timeline GJUN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,823 shares 20,823 $821K 0.06% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,925 shares; 2025Q2: 1,435 shares; 2025Q3: 2,576 shares; 2025Q4: 3,359 shares; 2026Q1: 4,015 shares 4,015 $816K 0.06% +656 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,391 shares; 2025Q3: 22,297 shares; 2025Q4: 22,235 shares; 2026Q1: 22,472 shares 22,472 $814K 0.06% +237 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,018 shares; 2025Q3: 56,986 shares; 2025Q4: 36,044 shares; 2026Q1: 29,525 shares 29,525 $811K 0.06% -6,519 Timeline VIXM PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,465 shares; 2025Q4: 31,178 shares; 2026Q1: 47,111 shares 47,111 $808K 0.06% +15,933 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,511 shares; 2025Q3: 10,593 shares; 2025Q4: 18,399 shares; 2026Q1: 15,670 shares 15,670 $803K 0.06% -2,729 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,744 shares 12,744 $799K 0.05% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 521 shares; 2026Q1: 1,166 shares 1,166 $795K 0.05% +645 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,925 shares; 2025Q1: 28,484 shares; 2025Q2: 53,284 shares; 2025Q3: not reported; 2025Q4: 11,134 shares; 2026Q1: 13,210 shares 13,210 $794K 0.05% +2,076 Timeline XJUL 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: restricted; 2024Q4: 8,247 shares; 2025Q1: 8,247 shares; 2025Q2: 8,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,119 shares 20,119 $782K 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,508 shares 40,508 $782K 0.05% new Timeline GJAN 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: restricted; 2024Q4: 8,742 shares; 2025Q1: 59,003 shares; 2025Q2: 147,326 shares; 2025Q3: 20,050 shares; 2025Q4: 19,616 shares; 2026Q1: 18,519 shares 18,519 $776K 0.05% -1,097 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 742 shares; 2025Q1: 1,153 shares; 2025Q2: 1,786 shares; 2025Q3: 1,918 shares; 2025Q4: 2,249 shares; 2026Q1: 2,095 shares 2,095 $770K 0.05% -154 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,960 shares; 2025Q4: 19,100 shares; 2026Q1: 14,652 shares 14,652 $768K 0.05% -4,448 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares; 2025Q4: 8,122 shares; 2026Q1: 8,148 shares 8,148 $768K 0.05% +26 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,629 shares 5,629 $765K 0.05% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,512 shares; 2025Q1: 9,831 shares; 2025Q2: 9,417 shares; 2025Q3: 8,039 shares; 2025Q4: 8,225 shares; 2026Q1: 7,658 shares 7,658 $765K 0.05% -567 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,989 shares; 2026Q1: 3,518 shares 3,518 $764K 0.05% +1,529 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,286 shares; 2026Q1: 8,421 shares 8,421 $761K 0.05% +5,135 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,851 shares; 2025Q4: 6,444 shares; 2026Q1: 5,201 shares 5,201 $759K 0.05% -1,243 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 2,506 shares 2,506 $758K 0.05% +1,527 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,816 shares; 2025Q1: 28,840 shares; 2025Q2: 93,358 shares; 2025Q3: 6,395 shares; 2025Q4: 13,288 shares; 2026Q1: 16,454 shares 16,454 $755K 0.05% +3,166 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,621 shares; 2025Q1: 23,343 shares; 2025Q2: 23,271 shares; 2025Q3: 24,550 shares; 2025Q4: 27,348 shares; 2026Q1: 28,383 shares 28,383 $754K 0.05% +1,035 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,778 shares; 2025Q2: 545 shares; 2025Q3: 827 shares; 2025Q4: 726 shares; 2026Q1: 892 shares 892 $754K 0.05% +166 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,778 shares; 2025Q2: 4,469 shares; 2025Q3: 8,473 shares; 2025Q4: 9,318 shares; 2026Q1: 9,518 shares 9,518 $750K 0.05% +200 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,913 shares; 2025Q1: 478,525 shares; 2025Q2: 281,530 shares; 2025Q3: 12,648 shares; 2025Q4: 16,648 shares; 2026Q1: 13,237 shares 13,237 $749K 0.05% -3,411 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,764 shares; 2025Q1: 44,786 shares; 2025Q2: 30,991 shares; 2025Q3: 31,675 shares; 2025Q4: 32,575 shares; 2026Q1: 36,149 shares 36,149 $746K 0.05% +3,574 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,291 shares; 2025Q4: 10,294 shares; 2026Q1: 10,066 shares 10,066 $744K 0.05% -228 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 1,250 shares; 2025Q2: 1,610 shares; 2025Q3: 2,368 shares; 2025Q4: 2,652 shares; 2026Q1: 2,731 shares 2,731 $744K 0.05% +79 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,183 shares; 2025Q1: 4,474 shares; 2025Q2: 3,353 shares; 2025Q3: 5,388 shares; 2025Q4: 5,206 shares; 2026Q1: 5,063 shares 5,063 $738K 0.05% -143 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,460 shares; 2026Q1: 20,722 shares 20,722 $736K 0.05% +5,262 Timeline FMAR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,122 shares 15,122 $733K 0.05% new 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: restricted; 2024Q4: 1,881 shares; 2025Q1: 1,869 shares; 2025Q2: 6,300 shares; 2025Q3: 3,074 shares; 2025Q4: 2,283 shares; 2026Q1: 2,075 shares 2,075 $730K 0.05% -208 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,649 shares; 2025Q4: 2,959 shares; 2026Q1: 3,394 shares 3,394 $725K 0.05% +435 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares 738 $724K 0.05% new 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: restricted; 2024Q4: 14,488 shares; 2025Q1: 14,618 shares; 2025Q2: 18,645 shares; 2025Q3: 15,298 shares; 2025Q4: 13,936 shares; 2026Q1: 28,844 shares 28,844 $714K 0.05% +14,908 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: restricted; 2024Q4: 12,032 shares; 2025Q1: 13,912 shares; 2025Q2: 14,577 shares; 2025Q3: 10,713 shares; 2025Q4: 7,014 shares; 2026Q1: 7,657 shares 7,657 $710K 0.05% +643 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,321 shares; 2025Q2: 13,071 shares; 2025Q3: 13,098 shares; 2025Q4: 23,313 shares; 2026Q1: 26,718 shares 26,718 $710K 0.05% +3,405 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,781 shares; 2025Q4: 12,670 shares; 2026Q1: 12,748 shares 12,748 $704K 0.05% +78 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: restricted; 2024Q4: 9,530 shares; 2025Q1: 9,489 shares; 2025Q2: 1,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,193 shares 5,193 $703K 0.05% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,766 shares; 2025Q4: 11,496 shares; 2026Q1: 10,628 shares 10,628 $701K 0.05% -868 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,405 shares; 2025Q1: 3,402 shares; 2025Q2: 3,572 shares; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 4,792 shares 4,792 $701K 0.05% +471 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: restricted; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 3,795 shares 3,795 $699K 0.05% +2,242 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,475 shares; 2025Q1: 9,462 shares; 2025Q2: 77,068 shares; 2025Q3: 80,588 shares; 2025Q4: 81,934 shares; 2026Q1: 13,677 shares 13,677 $688K 0.05% -68,257 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: restricted; 2024Q4: 1,862 shares; 2025Q1: 1,860 shares; 2025Q2: 2,357 shares; 2025Q3: 2,555 shares; 2025Q4: 2,723 shares; 2026Q1: 2,822 shares 2,822 $677K 0.05% +99 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,893 shares; 2026Q1: 14,523 shares 14,523 $677K 0.05% +1,630 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,571 shares; 2025Q4: 19,784 shares; 2026Q1: 20,066 shares 20,066 $674K 0.05% +282 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,019 shares 20,019 $671K 0.05% new Timeline XAUG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,942 shares 17,942 $666K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,596 shares; 2025Q1: 4,634 shares; 2025Q2: 3,089 shares; 2025Q3: 2,470 shares; 2025Q4: 3,189 shares; 2026Q1: 3,087 shares 3,087 $664K 0.05% -102 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares; 2026Q1: 3,202 shares 3,202 $664K 0.05% +81 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 28,660 shares; 2025Q3: 31,844 shares; 2025Q4: 26,072 shares; 2026Q1: 24,257 shares 24,257 $658K 0.05% -1,815 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,444 shares 11,444 $653K 0.04% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,180 shares 10,180 $651K 0.04% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,894 shares; 2025Q4: 1,541 shares; 2026Q1: 4,427 shares 4,427 $647K 0.04% +2,886 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,983 shares; 2025Q3: 15,760 shares; 2025Q4: 13,996 shares; 2026Q1: 14,059 shares 14,059 $645K 0.04% +63 Timeline CORO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,822 shares 19,822 $637K 0.04% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,822 shares; 2025Q3: 7,100 shares; 2025Q4: 5,863 shares; 2026Q1: 4,662 shares 4,662 $628K 0.04% -1,201 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 3,788 shares; 2026Q1: 3,819 shares 3,819 $627K 0.04% +31 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: restricted; 2024Q4: 7,480 shares; 2025Q1: not reported; 2025Q2: 21,881 shares; 2025Q3: 13,491 shares; 2025Q4: 16,496 shares; 2026Q1: 12,437 shares 12,437 $622K 0.04% -4,059 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 2,767 shares; 2025Q4: 3,741 shares; 2026Q1: 4,651 shares 4,651 $620K 0.04% +910 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: restricted; 2024Q4: 14,699 shares; 2025Q1: 12,877 shares; 2025Q2: 16,184 shares; 2025Q3: 15,938 shares; 2025Q4: 15,356 shares; 2026Q1: 11,868 shares 11,868 $616K 0.04% -3,488 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,677 shares; 2025Q1: 10,925 shares; 2025Q2: 6,456 shares; 2025Q3: 4,042 shares; 2025Q4: 3,537 shares; 2026Q1: 2,979 shares 2,979 $616K 0.04% -558 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 2,111 shares; 2025Q4: 1,928 shares; 2026Q1: 2,481 shares 2,481 $615K 0.04% +553 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,285 shares; 2025Q1: 14,275 shares; 2025Q2: 17,496 shares; 2025Q3: 17,458 shares; 2025Q4: 18,550 shares; 2026Q1: 21,089 shares 21,089 $612K 0.04% +2,539 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,477 shares 2,477 $605K 0.04% new 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: restricted; 2024Q4: 5,215 shares; 2025Q1: 5,055 shares; 2025Q2: 3,993 shares; 2025Q3: 3,858 shares; 2025Q4: 3,894 shares; 2026Q1: 9,029 shares 9,029 $593K 0.04% +5,135 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,758 shares; 2025Q3: 6,804 shares; 2025Q4: 6,824 shares; 2026Q1: 5,250 shares 5,250 $589K 0.04% -1,574 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,214 shares; 2025Q4: 32,688 shares; 2026Q1: 27,853 shares 27,853 $582K 0.04% -4,835 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: restricted; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,406 shares; 2025Q3: 1,196 shares; 2025Q4: 1,480 shares; 2026Q1: 1,722 shares 1,722 $582K 0.04% +242 Timeline VFMO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 3,242 shares; 2026Q1: 2,943 shares 2,943 $580K 0.04% -299 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,492 shares; 2026Q1: 11,459 shares 11,459 $574K 0.04% +3,967 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,456 shares 30,456 $573K 0.04% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 8,020 shares; 2026Q1: 8,020 shares 8,020 $569K 0.04% 0 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,119 shares; 2025Q4: 110,067 shares; 2026Q1: 20,783 shares 20,783 $567K 0.04% -89,284 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: restricted; 2024Q4: 5,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,252 shares 11,252 $561K 0.04% new Timeline XSEP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,356 shares 13,356 $559K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: not reported; 2025Q4: 3,106 shares; 2026Q1: 6,281 shares 6,281 $557K 0.04% +3,175 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,945 shares; 2025Q1: 2,364 shares; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 4,452 shares; 2026Q1: 3,513 shares 3,513 $557K 0.04% -939 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,072 shares 8,072 $553K 0.04% new 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: restricted; 2024Q4: 10,283 shares; 2025Q1: 9,234 shares; 2025Q2: 9,040 shares; 2025Q3: 6,751 shares; 2025Q4: 6,664 shares; 2026Q1: 6,337 shares 6,337 $549K 0.04% -327 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 5,155 shares; 2026Q1: 5,993 shares 5,993 $548K 0.04% +838 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,351 shares 13,351 $548K 0.04% new Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 10,531 shares; 2025Q4: 12,653 shares; 2026Q1: 11,701 shares 11,701 $546K 0.04% -952 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,609 shares; 2025Q4: 4,966 shares; 2026Q1: 5,395 shares 5,395 $543K 0.04% +429 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,256 shares; 2025Q1: 16,262 shares; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 3,486 shares; 2026Q1: 2,539 shares 2,539 $543K 0.04% -947 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,822 shares; 2026Q1: 17,809 shares 17,809 $540K 0.04% +1,987 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,045 shares; 2026Q1: 20,432 shares 20,432 $534K 0.04% +10,387 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares; 2025Q4: 12,770 shares; 2026Q1: 15,509 shares 15,509 $527K 0.04% +2,739 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,134 shares; 2025Q1: 2,018 shares; 2025Q2: 2,553 shares; 2025Q3: 6,778 shares; 2025Q4: 8,140 shares; 2026Q1: 1,610 shares 1,610 $516K 0.04% -6,530 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,136 shares; 2025Q2: 2,964 shares; 2025Q3: 1,899 shares; 2025Q4: 1,881 shares; 2026Q1: 2,112 shares 2,112 $512K 0.04% +231 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,351 shares 11,351 $506K 0.03% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,201 shares; 2025Q1: 6,464 shares; 2025Q2: 8,017 shares; 2025Q3: 12,283 shares; 2025Q4: 3,809 shares; 2026Q1: 5,377 shares 5,377 $505K 0.03% +1,568 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: restricted; 2024Q4: 110,379 shares; 2025Q1: 104,522 shares; 2025Q2: 17,039 shares; 2025Q3: 16,022 shares; 2025Q4: 15,499 shares; 2026Q1: 17,307 shares 17,307 $503K 0.03% +1,808 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,377 shares 4,377 $503K 0.03% new 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: restricted; 2024Q4: 10,234 shares; 2025Q1: 7,965 shares; 2025Q2: 8,450 shares; 2025Q3: 4,045 shares; 2025Q4: 4,164 shares; 2026Q1: 6,460 shares 6,460 $501K 0.03% +2,296 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: restricted; 2024Q4: 89,684 shares; 2025Q1: 33,065 shares; 2025Q2: 29,023 shares; 2025Q3: 8,639 shares; 2025Q4: 7,202 shares; 2026Q1: 5,665 shares 5,665 $499K 0.03% -1,537 Timeline DNOV 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: restricted; 2024Q4: 36,661 shares; 2025Q1: 18,899 shares; 2025Q2: 9,381 shares; 2025Q3: 8,160 shares; 2025Q4: 10,453 shares; 2026Q1: 10,393 shares 10,393 $498K 0.03% -60 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,422 shares; 2025Q1: 18,120 shares; 2025Q2: 17,789 shares; 2025Q3: 15,193 shares; 2025Q4: 20,002 shares; 2026Q1: 9,557 shares 9,557 $495K 0.03% -10,445 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: 2,491 shares 2,491 $488K 0.03% +127 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,461 shares 2,461 $485K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 555 shares; 2026Q1: 651 shares 651 $481K 0.03% +96 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 6,955 shares; 2026Q1: 7,827 shares 7,827 $478K 0.03% +872 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,158 shares; 2025Q3: 11,981 shares; 2025Q4: 7,313 shares; 2026Q1: 7,852 shares 7,852 $476K 0.03% +539 Timeline DOCT 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: restricted; 2024Q4: 136,471 shares; 2025Q1: 200,898 shares; 2025Q2: 295,291 shares; 2025Q3: 11,764 shares; 2025Q4: 11,318 shares; 2026Q1: 10,935 shares 10,935 $475K 0.03% -383 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,327 shares 9,327 $473K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,304 shares; 2025Q1: 5,648 shares; 2025Q2: 5,293 shares; 2025Q3: 4,345 shares; 2025Q4: 2,701 shares; 2026Q1: 2,606 shares 2,606 $473K 0.03% -95 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 58,502 shares; 2025Q3: 37,331 shares; 2025Q4: 17,556 shares; 2026Q1: 12,705 shares 12,705 $463K 0.03% -4,851 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares; 2026Q1: 14,417 shares 14,417 $456K 0.03% +2,280 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,721 shares; 2025Q3: 21,627 shares; 2025Q4: 22,591 shares; 2026Q1: 22,711 shares 22,711 $455K 0.03% +120 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,980 shares; 2025Q3: 12,143 shares; 2025Q4: 14,432 shares; 2026Q1: 13,200 shares 13,200 $455K 0.03% -1,232 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,934 shares; 2025Q3: 25,080 shares; 2025Q4: 13,354 shares; 2026Q1: 13,354 shares 13,354 $446K 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,924 shares; 2025Q1: 131,113 shares; 2025Q2: 72,764 shares; 2025Q3: 6,320 shares; 2025Q4: 5,322 shares; 2026Q1: 5,132 shares 5,132 $445K 0.03% -190 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,069 shares; 2025Q1: 53,574 shares; 2025Q2: 31,169 shares; 2025Q3: 22,517 shares; 2025Q4: 23,061 shares; 2026Q1: 23,008 shares 23,008 $442K 0.03% -53 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 715 shares; 2025Q2: 1,122 shares; 2025Q3: 707 shares; 2025Q4: 487 shares; 2026Q1: 493 shares 493 $441K 0.03% +6 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,485 shares 7,485 $440K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 1,278 shares; 2025Q3: 1,234 shares; 2025Q4: 1,909 shares; 2026Q1: 1,929 shares 1,929 $436K 0.03% +20 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,276 shares; 2025Q1: 16,179 shares; 2025Q2: 4,693 shares; 2025Q3: 3,037 shares; 2025Q4: 3,288 shares; 2026Q1: 4,518 shares 4,518 $435K 0.03% +1,230 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: restricted; 2024Q4: 3,646 shares; 2025Q1: 2,693 shares; 2025Q2: 2,493 shares; 2025Q3: 1,494 shares; 2025Q4: 3,678 shares; 2026Q1: 4,228 shares 4,228 $434K 0.03% +550 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,327 shares 17,327 $432K 0.03% new Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 8,734 shares; 2026Q1: 8,922 shares 8,922 $431K 0.03% +188 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares; 2025Q4: 7,768 shares; 2026Q1: 8,406 shares 8,406 $427K 0.03% +638 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,099 shares; 2025Q1: 8,424 shares; 2025Q2: 8,424 shares; 2025Q3: 15,632 shares; 2025Q4: 15,632 shares; 2026Q1: 15,632 shares 15,632 $427K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,912 shares; 2025Q1: 4,206 shares; 2025Q2: 3,523 shares; 2025Q3: 3,502 shares; 2025Q4: 3,410 shares; 2026Q1: 3,330 shares 3,330 $427K 0.03% -80 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,511 shares 3,511 $426K 0.03% +570 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,533 shares 17,533 $426K 0.03% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 2,014 shares; 2026Q1: 2,254 shares 2,254 $425K 0.03% +240 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,634 shares; 2025Q1: 6,579 shares; 2025Q2: 919 shares; 2025Q3: 1,126 shares; 2025Q4: 1,455 shares; 2026Q1: 1,497 shares 1,497 $425K 0.03% +42 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,240 shares; 2025Q4: 18,349 shares; 2026Q1: 19,922 shares 19,922 $425K 0.03% +1,573 Timeline WNTR TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,199 shares; 2026Q1: 12,329 shares 12,329 $424K 0.03% +6,130 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: restricted; 2024Q4: 11,015 shares; 2025Q1: 9,182 shares; 2025Q2: 7,152 shares; 2025Q3: 9,332 shares; 2025Q4: 9,170 shares; 2026Q1: 6,144 shares 6,144 $423K 0.03% -3,026 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,608 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 4,103 shares; 2025Q4: 4,523 shares; 2026Q1: 4,761 shares 4,761 $418K 0.03% +238 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,097 shares; 2025Q4: 6,299 shares; 2026Q1: 7,139 shares 7,139 $417K 0.03% +840 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,039 shares; 2025Q3: 2,623 shares; 2025Q4: 1,720 shares; 2026Q1: 1,396 shares 1,396 $415K 0.03% -324 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,051 shares; 2025Q1: 4,054 shares; 2025Q2: 2,716 shares; 2025Q3: 2,730 shares; 2025Q4: 2,732 shares; 2026Q1: 2,291 shares 2,291 $412K 0.03% -441 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,160 shares; 2025Q1: 3,161 shares; 2025Q2: 2,272 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,278 shares 4,278 $408K 0.03% new 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: restricted; 2024Q4: 7,273 shares; 2025Q1: 5,518 shares; 2025Q2: 6,352 shares; 2025Q3: 3,652 shares; 2025Q4: 3,424 shares; 2026Q1: 5,358 shares 5,358 $407K 0.03% +1,934 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,177 shares; 2025Q4: 1,233 shares; 2026Q1: 2,541 shares 2,541 $407K 0.03% +1,308 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: restricted; 2024Q4: 7,568 shares; 2025Q1: 8,826 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,389 shares 14,389 $404K 0.03% new Timeline BUFD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,592 shares; 2026Q1: 14,303 shares 14,303 $400K 0.03% +711 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,483 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,890 shares 42,890 $400K 0.03% new Timeline NOBL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,428 shares; 2025Q4: 4,535 shares; 2026Q1: 3,731 shares 3,731 $396K 0.03% -804 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,900 shares; 2025Q3: 119,570 shares; 2025Q4: 107,510 shares; 2026Q1: 76,919 shares 76,919 $392K 0.03% -30,591 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,088 shares; 2026Q1: 11,179 shares 11,179 $386K 0.03% +4,091 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,671 shares; 2025Q4: 30,182 shares; 2026Q1: 38,170 shares 38,170 $383K 0.03% +7,988 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 4,023 shares; 2026Q1: 3,735 shares 3,735 $381K 0.03% -288 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,824 shares 1,824 $381K 0.03% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,717 shares; 2025Q1: 98,543 shares; 2025Q2: 12,449 shares; 2025Q3: 14,343 shares; 2025Q4: 12,520 shares; 2026Q1: 12,272 shares 12,272 $380K 0.03% -248 Timeline DEED 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,371 shares; 2025Q4: 10,227 shares; 2026Q1: 17,765 shares 17,765 $379K 0.03% +7,538 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,811 shares 1,811 $377K 0.03% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 864 shares; 2025Q4: 915 shares; 2026Q1: 1,046 shares 1,046 $375K 0.03% +131 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,290 shares; 2025Q3: 8,114 shares; 2025Q4: 7,632 shares; 2026Q1: 7,632 shares 7,632 $374K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,566 shares; 2025Q1: 2,558 shares; 2025Q2: 2,585 shares; 2025Q3: 2,505 shares; 2025Q4: 2,512 shares; 2026Q1: 2,673 shares 2,673 $370K 0.03% +161 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,055 shares 13,055 $368K 0.03% new 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: restricted; 2024Q4: 4,092 shares; 2025Q1: 3,943 shares; 2025Q2: 5,605 shares; 2025Q3: 2,322 shares; 2025Q4: 1,904 shares; 2026Q1: 2,208 shares 2,208 $365K 0.03% +304 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $364K 0.03% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,718 shares; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 4,768 shares; 2025Q4: 3,968 shares; 2026Q1: 4,199 shares 4,199 $363K 0.02% +231 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,728 shares; 2025Q2: 14,453 shares; 2025Q3: 14,478 shares; 2025Q4: 15,483 shares; 2026Q1: 13,865 shares 13,865 $359K 0.02% -1,618 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,309 shares; 2025Q3: 6,372 shares; 2025Q4: 9,031 shares; 2026Q1: 6,298 shares 6,298 $358K 0.02% -2,733 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,504 shares; 2025Q2: 48,237 shares; 2025Q3: 30,746 shares; 2025Q4: 14,646 shares; 2026Q1: 10,683 shares 10,683 $357K 0.02% -3,963 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,049 shares 4,049 $352K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 355 shares; 2025Q4: 394 shares; 2026Q1: 399 shares 399 $348K 0.02% +5 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,143 shares; 2025Q4: 1,207 shares; 2026Q1: 1,246 shares 1,246 $348K 0.02% +39 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,038 shares; 2025Q4: 1,413 shares; 2026Q1: 1,419 shares 1,419 $348K 0.02% +6 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,008 shares 7,008 $348K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,347 shares 5,347 $348K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,614 shares; 2025Q1: 10,730 shares; 2025Q2: 7,695 shares; 2025Q3: 5,699 shares; 2025Q4: 4,037 shares; 2026Q1: 3,828 shares 3,828 $347K 0.02% -209 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,007 shares 23,007 $346K 0.02% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,190 shares; 2025Q1: 16,549 shares; 2025Q2: 8,906 shares; 2025Q3: 7,411 shares; 2025Q4: 6,562 shares; 2026Q1: 6,726 shares 6,726 $345K 0.02% +164 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,576 shares 19,576 $343K 0.02% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 9,103 shares; 2025Q3: 3,114 shares; 2025Q4: 3,321 shares; 2026Q1: 4,831 shares 4,831 $342K 0.02% +1,510 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,003 shares; 2025Q3: 6,371 shares; 2025Q4: 8,474 shares; 2026Q1: 6,898 shares 6,898 $341K 0.02% -1,576 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,415 shares; 2026Q1: 2,303 shares 2,303 $340K 0.02% -112 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares 2,437 $340K 0.02% new Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,211 shares; 2026Q1: 8,883 shares 8,883 $339K 0.02% +672 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,119 shares; 2026Q1: 15,850 shares 15,850 $337K 0.02% -269 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,836 shares; 2025Q3: 1,324 shares; 2025Q4: 1,527 shares; 2026Q1: 1,600 shares 1,600 $336K 0.02% +73 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares; 2026Q1: 3,733 shares 3,733 $335K 0.02% -27 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,985 shares; 2025Q1: 3,879 shares; 2025Q2: 7,992 shares; 2025Q3: 3,428 shares; 2025Q4: 3,373 shares; 2026Q1: 3,458 shares 3,458 $334K 0.02% +85 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,577 shares; 2025Q1: 1,029 shares; 2025Q2: 1,818 shares; 2025Q3: 2,834 shares; 2025Q4: 2,927 shares; 2026Q1: 1,049 shares 1,049 $334K 0.02% -1,878 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares; 2026Q1: 5,336 shares 5,336 $333K 0.02% +1,366 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 19,479 shares; 2025Q2: 10,339 shares; 2025Q3: not reported; 2025Q4: 7,961 shares; 2026Q1: 9,794 shares 9,794 $331K 0.02% +1,833 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,328 shares 1,328 $328K 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,666 shares; 2025Q3: 3,900 shares; 2025Q4: 2,645 shares; 2026Q1: 2,155 shares 2,155 $326K 0.02% -490 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,100 shares; 2026Q1: 1,487 shares 1,487 $325K 0.02% +387 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,818 shares; 2026Q1: 12,268 shares 12,268 $323K 0.02% -1,550 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,945 shares 7,945 $322K 0.02% +945 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,939 shares; 2025Q1: 18,293 shares; 2025Q2: 15,425 shares; 2025Q3: 19,339 shares; 2025Q4: 2,993 shares; 2026Q1: 2,949 shares 2,949 $321K 0.02% -44 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 2,377 shares 2,377 $320K 0.02% +272 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,545 shares 4,545 $319K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,770 shares; 2026Q1: 3,968 shares 3,968 $315K 0.02% +1,198 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,344 shares; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,129 shares 3,129 $315K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,005 shares; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 2,394 shares; 2025Q4: 3,589 shares; 2026Q1: 3,232 shares 3,232 $314K 0.02% -357 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,457 shares; 2026Q1: 2,140 shares 2,140 $310K 0.02% -317 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,928 shares; 2025Q1: 9,186 shares; 2025Q2: 9,053 shares; 2025Q3: 9,276 shares; 2025Q4: 10,041 shares; 2026Q1: 9,179 shares 9,179 $310K 0.02% -862 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,480 shares; 2025Q1: 8,770 shares; 2025Q2: 6,370 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 9,245 shares 9,245 $309K 0.02% +2,265 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,268 shares 2,268 $308K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,695 shares; 2025Q4: not reported; 2026Q1: 7,263 shares 7,263 $307K 0.02% new Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,731 shares; 2026Q1: 9,731 shares 9,731 $302K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 2,480 shares; 2025Q2: 2,172 shares; 2025Q3: 2,253 shares; 2025Q4: 1,447 shares; 2026Q1: 1,065 shares 1,065 $302K 0.02% -382 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares; 2026Q1: 1,415 shares 1,415 $300K 0.02% +272 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 241 shares; 2025Q2: 2,337 shares; 2025Q3: 2,306 shares; 2025Q4: 1,569 shares; 2026Q1: 1,564 shares 1,564 $300K 0.02% -5 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 912 shares 912 $300K 0.02% +107 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: restricted; 2024Q4: 6,695 shares; 2025Q1: 5,534 shares; 2025Q2: 5,447 shares; 2025Q3: 8,569 shares; 2025Q4: 14,323 shares; 2026Q1: 5,471 shares 5,471 $299K 0.02% -8,852 Timeline GDEC 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: restricted; 2024Q4: not reported; 2025Q1: 6,629 shares; 2025Q2: 36,087 shares; 2025Q3: 22,730 shares; 2025Q4: 24,262 shares; 2026Q1: 8,067 shares 8,067 $299K 0.02% -16,195 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares 1,104 $299K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 1,903 shares; 2025Q2: 911 shares; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 1,146 shares 1,146 $298K 0.02% +145 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,785 shares; 2025Q3: 5,947 shares; 2025Q4: 6,295 shares; 2026Q1: 6,082 shares 6,082 $298K 0.02% -213 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,857 shares; 2025Q3: 3,391 shares; 2025Q4: 1,987 shares; 2026Q1: 1,967 shares 1,967 $297K 0.02% -20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,486 shares; 2026Q1: 6,933 shares 6,933 $295K 0.02% +447 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares 2,662 $294K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 964 shares 964 $293K 0.02% +43 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,013 shares; 2025Q1: 5,418 shares; 2025Q2: 5,816 shares; 2025Q3: 6,795 shares; 2025Q4: 4,928 shares; 2026Q1: 4,316 shares 4,316 $291K 0.02% -612 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 3,005 shares 3,005 $291K 0.02% +934 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,372 shares; 2025Q4: 5,085 shares; 2026Q1: 5,505 shares 5,505 $289K 0.02% +420 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,359 shares; 2025Q1: 4,584 shares; 2025Q2: 5,657 shares; 2025Q3: 6,486 shares; 2025Q4: 6,022 shares; 2026Q1: 5,746 shares 5,746 $286K 0.02% -276 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,562 shares; 2025Q1: 3,814 shares; 2025Q2: 3,220 shares; 2025Q3: 3,045 shares; 2025Q4: 2,958 shares; 2026Q1: 2,856 shares 2,856 $286K 0.02% -102 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,028 shares 10,028 $284K 0.02% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares; 2026Q1: 2,997 shares 2,997 $283K 0.02% -185 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,459 shares; 2025Q4: 4,224 shares; 2026Q1: 4,504 shares 4,504 $283K 0.02% +280 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,375 shares; 2025Q1: 4,013 shares; 2025Q2: 3,916 shares; 2025Q3: 3,450 shares; 2025Q4: 1,977 shares; 2026Q1: 1,985 shares 1,985 $281K 0.02% +8 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,686 shares; 2025Q4: 5,729 shares; 2026Q1: 4,567 shares 4,567 $280K 0.02% -1,162 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares 1,521 $277K 0.02% new Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,839 shares; 2025Q1: 5,549 shares; 2025Q2: 5,460 shares; 2025Q3: 5,872 shares; 2025Q4: 5,960 shares; 2026Q1: 5,468 shares 5,468 $277K 0.02% -492 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: restricted; 2024Q4: 2,976 shares; 2025Q1: 2,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 488 shares 488 $275K 0.02% +20 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 901 shares; 2026Q1: 914 shares 914 $273K 0.02% +13 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,555 shares; 2025Q4: 2,440 shares; 2026Q1: 2,496 shares 2,496 $273K 0.02% +56 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares 3,796 $271K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,049 shares; 2025Q3: 1,935 shares; 2025Q4: 1,754 shares; 2026Q1: 1,737 shares 1,737 $270K 0.02% -17 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,337 shares 5,337 $269K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,239 shares 3,239 $267K 0.02% new Timeline