AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,361 shares; 2024Q4: not reported; 2025Q1: 641,396 shares; 2025Q2: 1,359,030 shares; 2025Q3: 676,434 shares; 2025Q4: 698,955 shares; 2026Q1: 689,828 shares 689,828 $76.7M 4.35% -9,127 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: 81,271 shares; 2024Q4: 80,376 shares; 2025Q1: 93,536 shares; 2025Q2: 120,921 shares; 2025Q3: 101,842 shares; 2025Q4: 95,049 shares; 2026Q1: 96,791 shares 96,791 $57.8M 3.28% +1,742 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,453 shares; 2024Q4: not reported; 2025Q1: 390,207 shares; 2025Q2: 821,790 shares; 2025Q3: 484,792 shares; 2025Q4: 616,085 shares; 2026Q1: 647,822 shares 647,822 $55M 3.11% +31,737 Timeline AVIG 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: 838,605 shares; 2024Q4: not reported; 2025Q1: 1,031,606 shares; 2025Q2: 2,191,612 shares; 2025Q3: 1,093,877 shares; 2025Q4: 1,160,373 shares; 2026Q1: 1,212,470 shares 1,212,470 $50.4M 2.85% +52,097 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: 79,566 shares; 2024Q4: 52,917 shares; 2025Q1: 83,044 shares; 2025Q2: 103,504 shares; 2025Q3: 90,002 shares; 2025Q4: 43,732 shares; 2026Q1: 52,766 shares 52,766 $34.5M 1.95% +9,034 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,671 shares; 2024Q4: not reported; 2025Q1: 617,528 shares; 2025Q2: 1,299,366 shares; 2025Q3: 635,150 shares; 2025Q4: 666,131 shares; 2026Q1: 731,683 shares 731,683 $34.2M 1.94% +65,552 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: 203,504 shares; 2024Q4: 158,626 shares; 2025Q1: 189,816 shares; 2025Q2: 320,488 shares; 2025Q3: 220,979 shares; 2025Q4: 177,465 shares; 2026Q1: 182,090 shares 182,090 $31.8M 1.8% +4,625 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,747 shares; 2024Q4: 112,333 shares; 2025Q1: 139,428 shares; 2025Q2: 448,526 shares; 2025Q3: 309,223 shares; 2025Q4: 337,798 shares; 2026Q1: 414,641 shares 414,641 $31.7M 1.8% +76,843 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338,512 shares; 2025Q2: 717,174 shares; 2025Q3: 356,208 shares; 2025Q4: 374,075 shares; 2026Q1: 371,421 shares 371,421 $28.8M 1.63% -2,654 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: 57,404 shares; 2024Q4: 42,182 shares; 2025Q1: 92,962 shares; 2025Q2: 160,567 shares; 2025Q3: 110,919 shares; 2025Q4: 102,304 shares; 2026Q1: 107,322 shares 107,322 $27.2M 1.54% +5,018 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: 22,248 shares; 2024Q4: not reported; 2025Q1: 12,746 shares; 2025Q2: 161,760 shares; 2025Q3: 223,164 shares; 2025Q4: 242,894 shares; 2026Q1: 282,912 shares 282,912 $24.5M 1.39% +40,018 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: 159,572 shares; 2024Q4: not reported; 2025Q1: 189,991 shares; 2025Q2: 411,510 shares; 2025Q3: 220,274 shares; 2025Q4: 248,675 shares; 2026Q1: 284,682 shares 284,682 $22.9M 1.3% +36,007 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: 38,230 shares; 2024Q4: 26,559 shares; 2025Q1: 46,981 shares; 2025Q2: 89,524 shares; 2025Q3: 55,286 shares; 2025Q4: 48,472 shares; 2026Q1: 53,229 shares 53,229 $19.7M 1.12% +4,757 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: 139,628 shares; 2024Q4: 98,061 shares; 2025Q1: 226,673 shares; 2025Q2: 399,767 shares; 2025Q3: 324,710 shares; 2025Q4: 256,526 shares; 2026Q1: 263,682 shares 263,682 $18.4M 1.04% +7,156 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: 526,246 shares; 2024Q4: 16,291 shares; 2025Q1: 550,538 shares; 2025Q2: 851,416 shares; 2025Q3: 476,826 shares; 2025Q4: 466,734 shares; 2026Q1: 444,593 shares 444,593 $17.3M 0.98% -22,141 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: 59,613 shares; 2024Q4: 2,156 shares; 2025Q1: 57,334 shares; 2025Q2: 113,247 shares; 2025Q3: 54,884 shares; 2025Q4: 59,580 shares; 2026Q1: 64,138 shares 64,138 $16M 0.9% +4,558 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: 45,862 shares; 2024Q4: 31,777 shares; 2025Q1: 68,076 shares; 2025Q2: 101,308 shares; 2025Q3: 78,921 shares; 2025Q4: 63,766 shares; 2026Q1: 71,266 shares 71,266 $14.8M 0.84% +7,500 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: 88,090 shares; 2024Q4: not reported; 2025Q1: 113,132 shares; 2025Q2: 250,474 shares; 2025Q3: 125,535 shares; 2025Q4: 133,219 shares; 2026Q1: 131,829 shares 131,829 $14.6M 0.83% -1,390 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: 151,324 shares; 2024Q4: not reported; 2025Q1: 144,253 shares; 2025Q2: 626,788 shares; 2025Q3: 366,701 shares; 2025Q4: 411,621 shares; 2026Q1: 530,938 shares 530,938 $13.6M 0.77% +119,317 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,138 shares; 2024Q4: not reported; 2025Q1: 198,727 shares; 2025Q2: 421,028 shares; 2025Q3: 208,118 shares; 2025Q4: 218,841 shares; 2026Q1: 217,948 shares 217,948 $13.6M 0.77% -893 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,943 shares; 2025Q2: 213,746 shares; 2025Q3: 166,192 shares; 2025Q4: 240,543 shares; 2026Q1: 316,683 shares 316,683 $13.4M 0.76% +76,140 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,989 shares; 2025Q2: 182,624 shares; 2025Q3: 126,321 shares; 2025Q4: 128,580 shares; 2026Q1: 168,408 shares 168,408 $13.2M 0.75% +39,828 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,275 shares; 2026Q1: 251,974 shares 251,974 $13M 0.74% -2,301 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: 459,476 shares; 2024Q4: 147,349 shares; 2025Q1: 365,756 shares; 2025Q2: 632,077 shares; 2025Q3: 341,641 shares; 2025Q4: 255,317 shares; 2026Q1: 273,987 shares 273,987 $12.7M 0.72% +18,670 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: 153,945 shares; 2024Q4: 6,373 shares; 2025Q1: 145,767 shares; 2025Q2: 316,877 shares; 2025Q3: 146,745 shares; 2025Q4: 159,611 shares; 2026Q1: 165,599 shares 165,599 $12.3M 0.7% +5,988 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,566 shares; 2025Q2: not reported; 2025Q3: 95,414 shares; 2025Q4: 318,459 shares; 2026Q1: 297,206 shares 297,206 $12.2M 0.69% -21,253 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: 19,700 shares; 2024Q4: 15,540 shares; 2025Q1: 33,581 shares; 2025Q2: 49,889 shares; 2025Q3: 43,322 shares; 2025Q4: 35,709 shares; 2026Q1: 40,662 shares 40,662 $11.7M 0.66% +4,953 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: 202,882 shares; 2024Q4: 106,531 shares; 2025Q1: 116,301 shares; 2025Q2: 355,921 shares; 2025Q3: 247,129 shares; 2025Q4: 206,296 shares; 2026Q1: 251,409 shares 251,409 $11.5M 0.65% +45,113 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: 2,143 shares; 2024Q4: 8,881 shares; 2025Q1: 39,363 shares; 2025Q2: 465,870 shares; 2025Q3: 301,157 shares; 2025Q4: 342,626 shares; 2026Q1: 391,625 shares 391,625 $11.4M 0.65% +48,999 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: 16,888 shares; 2024Q4: 6,332 shares; 2025Q1: 21,540 shares; 2025Q2: 44,250 shares; 2025Q3: 30,056 shares; 2025Q4: 31,674 shares; 2026Q1: 36,579 shares 36,579 $11.3M 0.64% +4,905 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: 9,320 shares; 2024Q4: 6,121 shares; 2025Q1: 16,406 shares; 2025Q2: 27,738 shares; 2025Q3: 22,335 shares; 2025Q4: 17,008 shares; 2026Q1: 19,248 shares 19,248 $11M 0.62% +2,240 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: 24,133 shares; 2024Q4: 18,218 shares; 2025Q1: 30,349 shares; 2025Q2: 36,675 shares; 2025Q3: 28,892 shares; 2025Q4: 26,111 shares; 2026Q1: 28,730 shares 28,730 $10.7M 0.61% +2,619 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: 30,683 shares; 2024Q4: 16,679 shares; 2025Q1: 29,845 shares; 2025Q2: 52,585 shares; 2025Q3: 34,698 shares; 2025Q4: 33,093 shares; 2026Q1: 35,400 shares 35,400 $10.4M 0.59% +2,307 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: 97,649 shares; 2024Q4: 11,934 shares; 2025Q1: 98,954 shares; 2025Q2: 183,593 shares; 2025Q3: 93,990 shares; 2025Q4: 98,409 shares; 2026Q1: 108,334 shares 108,334 $10M 0.57% +9,925 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: 24,418 shares; 2024Q4: 1,754 shares; 2025Q1: 40,802 shares; 2025Q2: 73,990 shares; 2025Q3: 52,309 shares; 2025Q4: 61,000 shares; 2026Q1: 63,633 shares 63,633 $9.42M 0.53% +2,633 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: 25,294 shares; 2024Q4: 16,333 shares; 2025Q1: 31,439 shares; 2025Q2: 48,118 shares; 2025Q3: 31,809 shares; 2025Q4: 29,472 shares; 2026Q1: 32,812 shares 32,812 $9.41M 0.53% +3,340 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: not reported; 2024Q4: not reported; 2025Q1: 31,085 shares; 2025Q2: 431,012 shares; 2025Q3: 244,361 shares; 2025Q4: 256,224 shares; 2026Q1: 279,966 shares 279,966 $9.32M 0.53% +23,742 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: 14,439 shares; 2024Q4: 5,467 shares; 2025Q1: 20,043 shares; 2025Q2: 55,251 shares; 2025Q3: 30,212 shares; 2025Q4: 31,512 shares; 2026Q1: 42,840 shares 42,840 $9.32M 0.53% +11,328 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,026 shares; 2025Q1: 3,617 shares; 2025Q2: 17,485 shares; 2025Q3: 9,382 shares; 2025Q4: 10,652 shares; 2026Q1: 9,332 shares 9,332 $9.3M 0.53% -1,320 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: 122,277 shares; 2024Q4: not reported; 2025Q1: 117,062 shares; 2025Q2: 202,770 shares; 2025Q3: 286,982 shares; 2025Q4: 299,418 shares; 2026Q1: 319,416 shares 319,416 $8.94M 0.51% +19,998 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: 79,908 shares; 2024Q4: 3,872 shares; 2025Q1: 66,707 shares; 2025Q2: 125,864 shares; 2025Q3: 48,548 shares; 2025Q4: 54,444 shares; 2026Q1: 79,630 shares 79,630 $8.87M 0.5% +25,186 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,428 shares; 2024Q4: 13,023 shares; 2025Q1: 99,802 shares; 2025Q2: 171,330 shares; 2025Q3: 89,752 shares; 2025Q4: 78,413 shares; 2026Q1: 81,263 shares 81,263 $8.63M 0.49% +2,850 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,158 shares; 2024Q4: 96,455 shares; 2025Q1: 114,807 shares; 2025Q2: 122,195 shares; 2025Q3: 108,245 shares; 2025Q4: 103,979 shares; 2026Q1: 102,547 shares 102,547 $8.57M 0.49% -1,432 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: 24,983 shares; 2024Q4: 14,318 shares; 2025Q1: 37,451 shares; 2025Q2: 70,676 shares; 2025Q3: 51,391 shares; 2025Q4: 45,111 shares; 2026Q1: 50,156 shares 50,156 $8.51M 0.48% +5,045 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: 14,830 shares; 2024Q4: not reported; 2025Q1: 21,848 shares; 2025Q2: 47,842 shares; 2025Q3: 25,118 shares; 2025Q4: 39,429 shares; 2026Q1: 40,117 shares 40,117 $8.47M 0.48% +688 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: 97,978 shares; 2024Q4: 5,877 shares; 2025Q1: 106,157 shares; 2025Q2: 179,816 shares; 2025Q3: 125,968 shares; 2025Q4: 150,342 shares; 2026Q1: 159,877 shares 159,877 $8.19M 0.46% +9,535 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: 13,064 shares; 2024Q4: 14,709 shares; 2025Q1: 110,582 shares; 2025Q2: 21,693 shares; 2025Q3: 87,197 shares; 2025Q4: 88,422 shares; 2026Q1: 88,543 shares 88,543 $8.11M 0.46% +121 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: 67,699 shares; 2024Q4: not reported; 2025Q1: 64,946 shares; 2025Q2: 113,773 shares; 2025Q3: 59,117 shares; 2025Q4: 66,076 shares; 2026Q1: 71,221 shares 71,221 $8.06M 0.46% +5,145 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: 27,454 shares; 2024Q4: 10,354 shares; 2025Q1: 28,507 shares; 2025Q2: 55,845 shares; 2025Q3: 30,689 shares; 2025Q4: 30,424 shares; 2026Q1: 31,352 shares 31,352 $7.66M 0.43% +928 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: 31,520 shares; 2024Q4: 15,775 shares; 2025Q1: 56,556 shares; 2025Q2: 103,844 shares; 2025Q3: 50,640 shares; 2025Q4: 47,955 shares; 2026Q1: 52,795 shares 52,795 $7.63M 0.43% +4,840 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: 225,635 shares; 2024Q4: 6,895 shares; 2025Q1: 180,257 shares; 2025Q2: 287,994 shares; 2025Q3: 144,073 shares; 2025Q4: 139,744 shares; 2026Q1: 126,206 shares 126,206 $7.54M 0.43% -13,538 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,002 shares; 2026Q1: 183,193 shares 183,193 $7.43M 0.42% -2,809 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: 111,484 shares; 2024Q4: not reported; 2025Q1: 100,440 shares; 2025Q2: 210,234 shares; 2025Q3: 115,063 shares; 2025Q4: 131,072 shares; 2026Q1: 127,024 shares 127,024 $7.39M 0.42% -4,048 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: 4,132 shares; 2024Q4: 2,539 shares; 2025Q1: 5,456 shares; 2025Q2: 12,288 shares; 2025Q3: 7,822 shares; 2025Q4: 7,243 shares; 2026Q1: 7,674 shares 7,674 $7.06M 0.4% +431 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,314 shares; 2025Q3: 30,163 shares; 2025Q4: 30,989 shares; 2026Q1: 31,546 shares 31,546 $6.74M 0.38% +557 Timeline WLTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,295 shares; 2025Q1: 212,684 shares; 2025Q2: 222,447 shares; 2025Q3: 204,927 shares; 2025Q4: 223,797 shares; 2026Q1: 197,581 shares 197,581 $6.7M 0.38% -26,216 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,196 shares; 2024Q4: 2,244 shares; 2025Q1: 6,280 shares; 2025Q2: 35,181 shares; 2025Q3: 33,018 shares; 2025Q4: 31,974 shares; 2026Q1: 32,881 shares 32,881 $6.69M 0.38% +907 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: 14,050 shares; 2024Q4: 10,955 shares; 2025Q1: 9,322 shares; 2025Q2: 18,591 shares; 2025Q3: 12,932 shares; 2025Q4: 12,035 shares; 2026Q1: 13,571 shares 13,571 $6.5M 0.37% +1,536 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: 64,208 shares; 2024Q4: not reported; 2025Q1: 65,400 shares; 2025Q2: 138,948 shares; 2025Q3: 68,948 shares; 2025Q4: 72,376 shares; 2026Q1: 63,692 shares 63,692 $6.36M 0.36% -8,684 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: 51,203 shares; 2024Q4: not reported; 2025Q1: 376,219 shares; 2025Q2: 64,636 shares; 2025Q3: 297,723 shares; 2025Q4: 299,155 shares; 2026Q1: 303,398 shares 303,398 $6.19M 0.35% +4,243 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,430 shares; 2025Q2: 165,040 shares; 2025Q3: 82,149 shares; 2025Q4: 86,663 shares; 2026Q1: 85,631 shares 85,631 $6.15M 0.35% -1,032 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: 52,026 shares; 2024Q4: 12,669 shares; 2025Q1: 56,775 shares; 2025Q2: 103,810 shares; 2025Q3: 58,243 shares; 2025Q4: 56,123 shares; 2026Q1: 49,498 shares 49,498 $6.15M 0.35% -6,625 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: 12,214 shares; 2024Q4: 6,130 shares; 2025Q1: 17,162 shares; 2025Q2: 35,947 shares; 2025Q3: 24,116 shares; 2025Q4: 25,298 shares; 2026Q1: 29,175 shares 29,175 $6.04M 0.34% +3,877 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: 16,582 shares; 2024Q4: 8,365 shares; 2025Q1: 18,575 shares; 2025Q2: 36,728 shares; 2025Q3: 22,009 shares; 2025Q4: 20,043 shares; 2026Q1: 19,483 shares 19,483 $5.89M 0.33% -560 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: 55,660 shares; 2024Q4: 36,095 shares; 2025Q1: 7,192 shares; 2025Q2: 127,516 shares; 2025Q3: 85,189 shares; 2025Q4: 101,325 shares; 2026Q1: 125,368 shares 125,368 $5.88M 0.33% +24,043 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,741 shares; 2025Q2: 69,144 shares; 2025Q3: 47,062 shares; 2025Q4: 66,386 shares; 2026Q1: 87,127 shares 87,127 $5.85M 0.33% +20,741 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: 2,439 shares; 2024Q4: 1,967 shares; 2025Q1: 3,675 shares; 2025Q2: 7,307 shares; 2025Q3: 5,412 shares; 2025Q4: 54,520 shares; 2026Q1: 60,802 shares 60,802 $5.85M 0.33% +6,282 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,600 shares; 2025Q1: 86,186 shares; 2025Q2: 93,263 shares; 2025Q3: 94,331 shares; 2025Q4: 85,730 shares; 2026Q1: 144,108 shares 144,108 $5.68M 0.32% +58,378 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: 30,352 shares; 2024Q4: 1,915 shares; 2025Q1: 33,363 shares; 2025Q2: 73,514 shares; 2025Q3: 39,157 shares; 2025Q4: 36,462 shares; 2026Q1: 38,633 shares 38,633 $5.63M 0.32% +2,171 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: 101,175 shares; 2024Q4: 17,711 shares; 2025Q1: 47,908 shares; 2025Q2: 115,670 shares; 2025Q3: 62,284 shares; 2025Q4: 67,554 shares; 2026Q1: 240,115 shares 240,115 $5.5M 0.31% +172,561 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,852 shares; 2024Q4: 5,568 shares; 2025Q1: 117,016 shares; 2025Q2: 234,898 shares; 2025Q3: 116,756 shares; 2025Q4: 115,554 shares; 2026Q1: 113,007 shares 113,007 $5.48M 0.31% -2,547 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: 9,365 shares; 2024Q4: 3,947 shares; 2025Q1: 12,518 shares; 2025Q2: 23,099 shares; 2025Q3: 14,106 shares; 2025Q4: 15,018 shares; 2026Q1: 16,647 shares 16,647 $5.48M 0.31% +1,629 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,882 shares; 2025Q2: 119,166 shares; 2025Q3: 86,943 shares; 2025Q4: 124,001 shares; 2026Q1: 158,586 shares 158,586 $5.43M 0.31% +34,585 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,701 shares; 2025Q2: 133,206 shares; 2025Q3: 124,772 shares; 2025Q4: 133,279 shares; 2026Q1: 141,937 shares 141,937 $5.43M 0.31% +8,658 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: 6,964 shares; 2024Q4: 5,638 shares; 2025Q1: 7,783 shares; 2025Q2: 17,500 shares; 2025Q3: 10,136 shares; 2025Q4: 10,918 shares; 2026Q1: 9,318 shares 9,318 $5.38M 0.3% -1,600 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: 23,838 shares; 2024Q4: 7,726 shares; 2025Q1: 39,029 shares; 2025Q2: 74,699 shares; 2025Q3: 60,539 shares; 2025Q4: 64,559 shares; 2026Q1: 68,875 shares 68,875 $5.34M 0.3% +4,316 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: 28,121 shares; 2024Q4: 3,059 shares; 2025Q1: 33,394 shares; 2025Q2: 85,775 shares; 2025Q3: 42,439 shares; 2025Q4: 41,730 shares; 2026Q1: 44,258 shares 44,258 $5.32M 0.3% +2,528 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: 49,845 shares; 2024Q4: 3,459 shares; 2025Q1: 64,836 shares; 2025Q2: 42,010 shares; 2025Q3: 32,605 shares; 2025Q4: 34,277 shares; 2026Q1: 53,109 shares 53,109 $5.27M 0.3% +18,832 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: 37,487 shares; 2024Q4: 5,600 shares; 2025Q1: 46,130 shares; 2025Q2: 103,113 shares; 2025Q3: 58,867 shares; 2025Q4: 70,850 shares; 2026Q1: 69,287 shares 69,287 $5.27M 0.3% -1,563 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: 116,506 shares; 2024Q4: 6,739 shares; 2025Q1: 121,121 shares; 2025Q2: 189,343 shares; 2025Q3: 103,094 shares; 2025Q4: 106,780 shares; 2026Q1: 111,234 shares 111,234 $5.22M 0.3% +4,454 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,985 shares; 2024Q4: 24,263 shares; 2025Q1: 116,297 shares; 2025Q2: 11,549 shares; 2025Q3: 119,730 shares; 2025Q4: 86,463 shares; 2026Q1: 108,261 shares 108,261 $5.18M 0.29% +21,798 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: 8,738 shares; 2024Q4: 5,190 shares; 2025Q1: 18,250 shares; 2025Q2: 57,043 shares; 2025Q3: 47,039 shares; 2025Q4: 58,308 shares; 2026Q1: 69,630 shares 69,630 $5.13M 0.29% +11,322 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,055 shares; 2024Q4: not reported; 2025Q1: 30,991 shares; 2025Q2: 143,996 shares; 2025Q3: 57,786 shares; 2025Q4: 62,610 shares; 2026Q1: 66,174 shares 66,174 $4.97M 0.28% +3,564 Timeline AVRE 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: 70,392 shares; 2024Q4: not reported; 2025Q1: 97,275 shares; 2025Q2: 207,576 shares; 2025Q3: 105,484 shares; 2025Q4: 111,741 shares; 2026Q1: 111,705 shares 111,705 $4.92M 0.28% -36 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: 32,041 shares; 2024Q4: 6,898 shares; 2025Q1: 63,576 shares; 2025Q2: 93,568 shares; 2025Q3: 82,100 shares; 2025Q4: 89,533 shares; 2026Q1: 94,934 shares 94,934 $4.63M 0.26% +5,401 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: 43,484 shares; 2024Q4: not reported; 2025Q1: 38,895 shares; 2025Q2: 82,498 shares; 2025Q3: 43,477 shares; 2025Q4: 44,588 shares; 2026Q1: 48,651 shares 48,651 $4.62M 0.26% +4,063 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: 62,818 shares; 2024Q4: not reported; 2025Q1: 72,449 shares; 2025Q2: 142,898 shares; 2025Q3: 66,782 shares; 2025Q4: 56,811 shares; 2026Q1: 77,381 shares 77,381 $4.61M 0.26% +20,570 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,545 shares; 2024Q4: 46,126 shares; 2025Q1: 50,369 shares; 2025Q2: 48,987 shares; 2025Q3: 40,273 shares; 2025Q4: 37,145 shares; 2026Q1: 36,157 shares 36,157 $4.49M 0.25% -988 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: 11,746 shares; 2024Q4: 6,600 shares; 2025Q1: 25,690 shares; 2025Q2: 49,358 shares; 2025Q3: 38,249 shares; 2025Q4: 25,350 shares; 2026Q1: 29,471 shares 29,471 $4.34M 0.25% +4,121 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,949 shares; 2025Q4: 105,196 shares; 2026Q1: 96,180 shares 96,180 $4.33M 0.25% -9,016 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: 13,861 shares; 2024Q4: 5,246 shares; 2025Q1: 13,816 shares; 2025Q2: 24,197 shares; 2025Q3: 16,205 shares; 2025Q4: 31,307 shares; 2026Q1: 32,445 shares 32,445 $4.31M 0.24% +1,138 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,578 shares; 2025Q2: 137,640 shares; 2025Q3: 68,468 shares; 2025Q4: 72,298 shares; 2026Q1: 71,633 shares 71,633 $4.3M 0.24% -665 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,304 shares; 2025Q3: 55,267 shares; 2025Q4: 55,907 shares; 2026Q1: 59,624 shares 59,624 $4.27M 0.24% +3,717 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: 9,508 shares; 2024Q4: 10,015 shares; 2025Q1: 2,037 shares; 2025Q2: 13,362 shares; 2025Q3: 11,838 shares; 2025Q4: 13,965 shares; 2026Q1: 17,543 shares 17,543 $4.25M 0.24% +3,578 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: 40,247 shares; 2024Q4: 19,377 shares; 2025Q1: 51,093 shares; 2025Q2: 102,196 shares; 2025Q3: 69,383 shares; 2025Q4: 53,447 shares; 2026Q1: 53,059 shares 53,059 $4.22M 0.24% -388 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: 23,053 shares; 2024Q4: not reported; 2025Q1: 37,653 shares; 2025Q2: 91,986 shares; 2025Q3: 44,402 shares; 2025Q4: 58,067 shares; 2026Q1: 63,843 shares 63,843 $4.19M 0.24% +5,776 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: 21,075 shares; 2024Q4: 11,904 shares; 2025Q1: 21,788 shares; 2025Q2: 29,785 shares; 2025Q3: 21,358 shares; 2025Q4: 9,566 shares; 2026Q1: 9,781 shares 9,781 $4.17M 0.24% +215 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: 29,454 shares; 2024Q4: not reported; 2025Q1: 36,975 shares; 2025Q2: 95,631 shares; 2025Q3: 66,847 shares; 2025Q4: 72,923 shares; 2026Q1: 82,617 shares 82,617 $4.15M 0.24% +9,694 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,977 shares; 2025Q2: 40,094 shares; 2025Q3: 20,863 shares; 2025Q4: 23,714 shares; 2026Q1: 27,838 shares 27,838 $4.07M 0.23% +4,124 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: 43,503 shares; 2024Q4: 10,014 shares; 2025Q1: 44,131 shares; 2025Q2: 77,458 shares; 2025Q3: 33,383 shares; 2025Q4: 18,507 shares; 2026Q1: 20,838 shares 20,838 $4M 0.23% +2,331 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: 11,888 shares; 2024Q4: 3,623 shares; 2025Q1: 19,579 shares; 2025Q2: 32,667 shares; 2025Q3: 24,099 shares; 2025Q4: 20,167 shares; 2026Q1: 20,603 shares 20,603 $3.97M 0.23% +436 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: 34,238 shares; 2024Q4: not reported; 2025Q1: 33,260 shares; 2025Q2: 88,014 shares; 2025Q3: 44,964 shares; 2025Q4: 41,959 shares; 2026Q1: 39,202 shares 39,202 $3.95M 0.22% -2,757 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: 5,290 shares; 2024Q4: 2,492 shares; 2025Q1: 6,004 shares; 2025Q2: 12,645 shares; 2025Q3: 7,870 shares; 2025Q4: 7,214 shares; 2026Q1: 7,899 shares 7,899 $3.95M 0.22% +685 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: 6,274 shares; 2024Q4: 2,016 shares; 2025Q1: 6,693 shares; 2025Q2: 16,535 shares; 2025Q3: 10,140 shares; 2025Q4: 11,415 shares; 2026Q1: 12,594 shares 12,594 $3.91M 0.22% +1,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,290 shares; 2025Q3: 70,136 shares; 2025Q4: 80,249 shares; 2026Q1: 88,086 shares 88,086 $3.89M 0.22% +7,837 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: not reported; 2024Q4: 21,001 shares; 2025Q1: 51,187 shares; 2025Q2: 126,205 shares; 2025Q3: 53,018 shares; 2025Q4: 59,198 shares; 2026Q1: 75,049 shares 75,049 $3.74M 0.21% +15,851 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: 80,583 shares; 2024Q4: 69,442 shares; 2025Q1: 83,868 shares; 2025Q2: 100,659 shares; 2025Q3: 81,568 shares; 2025Q4: 98,985 shares; 2026Q1: 109,417 shares 109,417 $3.7M 0.21% +10,432 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: 85,828 shares; 2024Q4: 18,029 shares; 2025Q1: 67,469 shares; 2025Q2: 139,514 shares; 2025Q3: 84,085 shares; 2025Q4: 90,423 shares; 2026Q1: 63,025 shares 63,025 $3.69M 0.21% -27,398 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: 16,140 shares; 2024Q4: 15,353 shares; 2025Q1: 9,304 shares; 2025Q2: 11,091 shares; 2025Q3: 7,733 shares; 2025Q4: 4,846 shares; 2026Q1: 6,507 shares 6,507 $3.65M 0.21% +1,661 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 54,442 shares; 2025Q3: 43,942 shares; 2025Q4: 62,803 shares; 2026Q1: 78,933 shares 78,933 $3.6M 0.2% +16,130 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,764 shares; 2024Q4: 27,272 shares; 2025Q1: 123,385 shares; 2025Q2: 14,079 shares; 2025Q3: 126,846 shares; 2025Q4: 84,429 shares; 2026Q1: 83,885 shares 83,885 $3.54M 0.2% -544 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: 28,761 shares; 2024Q4: 4,425 shares; 2025Q1: 72,304 shares; 2025Q2: 87,762 shares; 2025Q3: 51,233 shares; 2025Q4: 64,678 shares; 2026Q1: 69,506 shares 69,506 $3.43M 0.19% +4,828 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,152 shares; 2025Q3: 70,523 shares; 2025Q4: 84,334 shares; 2026Q1: 104,072 shares 104,072 $3.43M 0.19% +19,738 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: 17,457 shares; 2024Q4: 2,184 shares; 2025Q1: 19,452 shares; 2025Q2: 33,079 shares; 2025Q3: 18,724 shares; 2025Q4: 15,990 shares; 2026Q1: 16,034 shares 16,034 $3.43M 0.19% +44 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: 84,476 shares; 2024Q4: not reported; 2025Q1: 70,329 shares; 2025Q2: 118,316 shares; 2025Q3: 56,905 shares; 2025Q4: 55,193 shares; 2026Q1: 54,747 shares 54,747 $3.42M 0.19% -446 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: 6,413 shares; 2024Q4: 2,243 shares; 2025Q1: 7,898 shares; 2025Q2: 19,077 shares; 2025Q3: 9,447 shares; 2025Q4: 10,649 shares; 2026Q1: 12,337 shares 12,337 $3.34M 0.19% +1,688 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: 13,823 shares; 2024Q4: 11,977 shares; 2025Q1: 43,097 shares; 2025Q2: 17,993 shares; 2025Q3: 41,402 shares; 2025Q4: 45,649 shares; 2026Q1: 52,063 shares 52,063 $3.34M 0.19% +6,414 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: 5,525 shares; 2024Q4: 4,254 shares; 2025Q1: 16,787 shares; 2025Q2: 7,576 shares; 2025Q3: 13,163 shares; 2025Q4: 16,313 shares; 2026Q1: 16,955 shares 16,955 $3.33M 0.19% +642 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: 15,166 shares; 2024Q4: 4,860 shares; 2025Q1: 17,138 shares; 2025Q2: 32,996 shares; 2025Q3: 22,783 shares; 2025Q4: 26,327 shares; 2026Q1: 33,778 shares 33,778 $3.26M 0.18% +7,451 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,583 shares; 2025Q2: not reported; 2025Q3: 23,009 shares; 2025Q4: 82,970 shares; 2026Q1: 76,056 shares 76,056 $3.22M 0.18% -6,914 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: 51,276 shares; 2024Q4: 44,443 shares; 2025Q1: 48,488 shares; 2025Q2: 49,355 shares; 2025Q3: 45,115 shares; 2025Q4: 40,775 shares; 2026Q1: 36,968 shares 36,968 $3.2M 0.18% -3,807 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: not reported; 2024Q4: not reported; 2025Q1: 42,973 shares; 2025Q2: 165,764 shares; 2025Q3: 92,672 shares; 2025Q4: 101,408 shares; 2026Q1: 121,595 shares 121,595 $3.2M 0.18% +20,187 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: 6,844 shares; 2024Q4: 6,844 shares; 2025Q1: 6,844 shares; 2025Q2: 65,322 shares; 2025Q3: 36,951 shares; 2025Q4: 45,887 shares; 2026Q1: 53,952 shares 53,952 $3.2M 0.18% +8,065 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,156 shares; 2025Q3: 64,489 shares; 2025Q4: 73,057 shares; 2026Q1: 87,906 shares 87,906 $3.18M 0.18% +14,849 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,001 shares 135,001 $3.18M 0.18% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,223 shares; 2025Q4: 227,302 shares; 2026Q1: 123,908 shares 123,908 $3.18M 0.18% -103,394 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: 141,818 shares; 2024Q4: not reported; 2025Q1: 130,839 shares; 2025Q2: 226,492 shares; 2025Q3: 110,334 shares; 2025Q4: 107,381 shares; 2026Q1: 90,958 shares 90,958 $3.14M 0.18% -16,423 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: 8,983 shares; 2024Q4: 8,973 shares; 2025Q1: 19,049 shares; 2025Q2: 24,067 shares; 2025Q3: 15,974 shares; 2025Q4: 18,768 shares; 2026Q1: 12,926 shares 12,926 $3.1M 0.18% -5,842 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: 15,807 shares; 2024Q4: not reported; 2025Q1: 18,227 shares; 2025Q2: 36,788 shares; 2025Q3: 28,569 shares; 2025Q4: 29,024 shares; 2026Q1: 30,923 shares 30,923 $3.1M 0.18% +1,899 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: 19,552 shares; 2024Q4: 10,145 shares; 2025Q1: 26,630 shares; 2025Q2: 48,489 shares; 2025Q3: 32,732 shares; 2025Q4: 34,448 shares; 2026Q1: 27,547 shares 27,547 $3.05M 0.17% -6,901 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: 14,963 shares; 2024Q4: not reported; 2025Q1: 17,574 shares; 2025Q2: 53,577 shares; 2025Q3: 26,203 shares; 2025Q4: 31,785 shares; 2026Q1: 42,693 shares 42,693 $3M 0.17% +10,908 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 7,930 shares; 2025Q1: 11,035 shares; 2025Q2: 22,287 shares; 2025Q3: 12,902 shares; 2025Q4: 14,060 shares; 2026Q1: 10,186 shares 10,186 $2.93M 0.17% -3,874 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,949 shares; 2024Q4: not reported; 2025Q1: 36,349 shares; 2025Q2: 81,586 shares; 2025Q3: 57,408 shares; 2025Q4: 61,117 shares; 2026Q1: 68,150 shares 68,150 $2.9M 0.16% +7,033 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: 2,357 shares; 2024Q4: 2,199 shares; 2025Q1: 4,646 shares; 2025Q2: 4,826 shares; 2025Q3: 4,589 shares; 2025Q4: 3,815 shares; 2026Q1: 4,076 shares 4,076 $2.89M 0.16% +261 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: 127,244 shares; 2024Q4: not reported; 2025Q1: 108,195 shares; 2025Q2: 194,428 shares; 2025Q3: 76,622 shares; 2025Q4: 78,481 shares; 2026Q1: 81,130 shares 81,130 $2.88M 0.16% +2,649 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,232 shares; 2025Q2: not reported; 2025Q3: 62,795 shares; 2025Q4: 77,296 shares; 2026Q1: 76,504 shares 76,504 $2.78M 0.16% -792 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,412 shares; 2025Q3: 46,645 shares; 2025Q4: 49,572 shares; 2026Q1: 54,418 shares 54,418 $2.72M 0.15% +4,846 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: 5,288 shares; 2024Q4: 5,267 shares; 2025Q1: 20,071 shares; 2025Q2: 10,929 shares; 2025Q3: 26,032 shares; 2025Q4: 25,694 shares; 2026Q1: 28,256 shares 28,256 $2.7M 0.15% +2,562 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: 8,198 shares; 2024Q4: not reported; 2025Q1: 47,152 shares; 2025Q2: 57,476 shares; 2025Q3: 53,413 shares; 2025Q4: 56,941 shares; 2026Q1: 47,564 shares 47,564 $2.69M 0.15% -9,377 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: 24,149 shares; 2024Q4: 23,100 shares; 2025Q1: 58,268 shares; 2025Q2: 39,541 shares; 2025Q3: 48,498 shares; 2025Q4: 42,105 shares; 2026Q1: 40,618 shares 40,618 $2.68M 0.15% -1,487 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: 23,378 shares; 2024Q4: 7,186 shares; 2025Q1: 29,059 shares; 2025Q2: 41,399 shares; 2025Q3: 19,871 shares; 2025Q4: 16,841 shares; 2026Q1: 17,173 shares 17,173 $2.67M 0.15% +332 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,377 shares; 2025Q2: 80,688 shares; 2025Q3: 39,662 shares; 2025Q4: 37,086 shares; 2026Q1: 37,753 shares 37,753 $2.64M 0.15% +667 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,463 shares; 2025Q4: 106,983 shares; 2026Q1: 117,633 shares 117,633 $2.63M 0.15% +10,650 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: 18,502 shares; 2024Q4: 14,653 shares; 2025Q1: 17,866 shares; 2025Q2: 48,111 shares; 2025Q3: 19,923 shares; 2025Q4: 19,708 shares; 2026Q1: 22,778 shares 22,778 $2.62M 0.15% +3,070 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,961 shares; 2025Q1: not reported; 2025Q2: 56,260 shares; 2025Q3: 37,715 shares; 2025Q4: 43,775 shares; 2026Q1: 54,127 shares 54,127 $2.62M 0.15% +10,352 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,555 shares; 2025Q2: 99,854 shares; 2025Q3: 49,120 shares; 2025Q4: 45,572 shares; 2026Q1: 45,433 shares 45,433 $2.59M 0.15% -139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,492 shares; 2025Q3: 29,172 shares; 2025Q4: 28,604 shares; 2026Q1: 27,909 shares 27,909 $2.59M 0.15% -695 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: 26,860 shares; 2024Q4: 12,357 shares; 2025Q1: 30,335 shares; 2025Q2: 49,653 shares; 2025Q3: 22,849 shares; 2025Q4: 23,946 shares; 2026Q1: 27,065 shares 27,065 $2.58M 0.15% +3,119 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: 12,632 shares; 2024Q4: 8,252 shares; 2025Q1: 17,758 shares; 2025Q2: 32,226 shares; 2025Q3: 16,552 shares; 2025Q4: 18,448 shares; 2026Q1: 25,056 shares 25,056 $2.57M 0.15% +6,608 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,939 shares; 2025Q4: 48,869 shares; 2026Q1: 104,427 shares 104,427 $2.55M 0.14% +55,558 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: 22,614 shares; 2024Q4: 22,128 shares; 2025Q1: 18,832 shares; 2025Q2: 35,441 shares; 2025Q3: 27,679 shares; 2025Q4: 25,413 shares; 2026Q1: 25,852 shares 25,852 $2.53M 0.14% +439 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: 6,630 shares; 2024Q4: 4,427 shares; 2025Q1: 7,567 shares; 2025Q2: 10,272 shares; 2025Q3: 10,322 shares; 2025Q4: 8,186 shares; 2026Q1: 7,883 shares 7,883 $2.53M 0.14% -303 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,047 shares 101,047 $2.53M 0.14% new 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: 48,864 shares; 2024Q4: not reported; 2025Q1: 50,370 shares; 2025Q2: 111,508 shares; 2025Q3: 56,361 shares; 2025Q4: 57,910 shares; 2026Q1: 48,631 shares 48,631 $2.53M 0.14% -9,279 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,327 shares; 2025Q2: not reported; 2025Q3: 46,657 shares; 2025Q4: 53,044 shares; 2026Q1: 51,087 shares 51,087 $2.52M 0.14% -1,957 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: 19,655 shares; 2024Q4: 4,206 shares; 2025Q1: 96,352 shares; 2025Q2: 52,080 shares; 2025Q3: 87,365 shares; 2025Q4: 69,272 shares; 2026Q1: 65,191 shares 65,191 $2.5M 0.14% -4,081 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,317 shares; 2025Q2: not reported; 2025Q3: 79,116 shares; 2025Q4: 44,660 shares; 2026Q1: 46,836 shares 46,836 $2.46M 0.14% +2,176 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,236 shares 58,236 $2.39M 0.14% new 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: 55,736 shares; 2024Q4: 43,683 shares; 2025Q1: 101,050 shares; 2025Q2: 125,255 shares; 2025Q3: 139,457 shares; 2025Q4: 58,772 shares; 2026Q1: 58,228 shares 58,228 $2.34M 0.13% -544 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: 8,658 shares; 2024Q4: not reported; 2025Q1: 58,923 shares; 2025Q2: 119,580 shares; 2025Q3: 115,859 shares; 2025Q4: 121,020 shares; 2026Q1: 93,471 shares 93,471 $2.31M 0.13% -27,549 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: 4,282 shares; 2024Q4: 1,503 shares; 2025Q1: 5,108 shares; 2025Q2: 8,965 shares; 2025Q3: 4,178 shares; 2025Q4: 3,900 shares; 2026Q1: 3,807 shares 3,807 $2.3M 0.13% -93 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,098 shares; 2024Q4: 11,169 shares; 2025Q1: 14,370 shares; 2025Q2: 10,251 shares; 2025Q3: 16,233 shares; 2025Q4: 15,885 shares; 2026Q1: 15,723 shares 15,723 $2.29M 0.13% -162 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: 1,944 shares; 2024Q4: 1,917 shares; 2025Q1: 6,114 shares; 2025Q2: 3,474 shares; 2025Q3: 3,776 shares; 2025Q4: 5,238 shares; 2026Q1: 5,242 shares 5,242 $2.29M 0.13% +4 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: 27,090 shares; 2024Q4: 3,066 shares; 2025Q1: 20,763 shares; 2025Q2: 39,718 shares; 2025Q3: 13,196 shares; 2025Q4: 15,932 shares; 2026Q1: 17,530 shares 17,530 $2.25M 0.13% +1,598 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: not reported; 2024Q4: not reported; 2025Q1: 308,346 shares; 2025Q2: not reported; 2025Q3: 203,948 shares; 2025Q4: 234,902 shares; 2026Q1: 223,823 shares 223,823 $2.24M 0.13% -11,079 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,428 shares; 2025Q2: 46,108 shares; 2025Q3: 27,965 shares; 2025Q4: 39,574 shares; 2026Q1: 51,747 shares 51,747 $2.22M 0.13% +12,173 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: 38,897 shares; 2024Q4: not reported; 2025Q1: 43,995 shares; 2025Q2: 21,582 shares; 2025Q3: 8,668 shares; 2025Q4: 22,853 shares; 2026Q1: 88,375 shares 88,375 $2.21M 0.13% +65,522 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,005 shares; 2025Q4: 77,425 shares; 2026Q1: 86,315 shares 86,315 $2.19M 0.12% +8,890 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: 9,995 shares; 2024Q4: not reported; 2025Q1: 67,474 shares; 2025Q2: not reported; 2025Q3: 38,829 shares; 2025Q4: 66,300 shares; 2026Q1: 64,171 shares 64,171 $2.18M 0.12% -2,129 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: not reported; 2024Q4: not reported; 2025Q1: 7,089 shares; 2025Q2: not reported; 2025Q3: 7,281 shares; 2025Q4: 6,956 shares; 2026Q1: 7,203 shares 7,203 $2.15M 0.12% +247 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: 151,550 shares; 2024Q4: not reported; 2025Q1: 166,556 shares; 2025Q2: 78,672 shares; 2025Q3: 31,953 shares; 2025Q4: 50,368 shares; 2026Q1: 45,810 shares 45,810 $2.15M 0.12% -4,558 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,315 shares 65,315 $2.14M 0.12% 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: 27,600 shares; 2024Q4: 28,619 shares; 2025Q1: 39,467 shares; 2025Q2: 39,290 shares; 2025Q3: 42,824 shares; 2025Q4: 20,632 shares; 2026Q1: 23,418 shares 23,418 $2.12M 0.12% +2,786 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: 5,887 shares; 2024Q4: 3,209 shares; 2025Q1: 4,842 shares; 2025Q2: 14,685 shares; 2025Q3: 12,920 shares; 2025Q4: 10,769 shares; 2026Q1: 9,846 shares 9,846 $2.12M 0.12% -923 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: 6,221 shares; 2024Q4: 4,340 shares; 2025Q1: 3,968 shares; 2025Q2: 13,650 shares; 2025Q3: 9,825 shares; 2025Q4: 9,867 shares; 2026Q1: 12,804 shares 12,804 $2.12M 0.12% +2,937 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,267 shares; 2024Q4: not reported; 2025Q1: 82,383 shares; 2025Q2: 157,248 shares; 2025Q3: 65,761 shares; 2025Q4: 65,800 shares; 2026Q1: 57,465 shares 57,465 $2.11M 0.12% -8,335 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,499 shares; 2025Q2: 69,082 shares; 2025Q3: 51,508 shares; 2025Q4: 78,047 shares; 2026Q1: 98,561 shares 98,561 $2.09M 0.12% +20,514 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: 10,096 shares; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 29,208 shares; 2025Q3: 11,873 shares; 2025Q4: 11,678 shares; 2026Q1: 14,110 shares 14,110 $2.07M 0.12% +2,432 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: 4,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,456 shares; 2025Q3: 15,139 shares; 2025Q4: 49,089 shares; 2026Q1: 44,290 shares 44,290 $2.03M 0.12% -4,799 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: 27,689 shares; 2024Q4: not reported; 2025Q1: 30,234 shares; 2025Q2: 51,870 shares; 2025Q3: 25,624 shares; 2025Q4: 31,637 shares; 2026Q1: 36,541 shares 36,541 $2.02M 0.11% +4,904 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,279 shares; 2024Q4: not reported; 2025Q1: 74,481 shares; 2025Q2: 133,136 shares; 2025Q3: 69,830 shares; 2025Q4: 70,935 shares; 2026Q1: 74,420 shares 74,420 $2.02M 0.11% +3,485 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,076 shares; 2025Q1: 40,292 shares; 2025Q2: 14,471 shares; 2025Q3: 35,400 shares; 2025Q4: 25,343 shares; 2026Q1: 24,595 shares 24,595 $1.96M 0.11% -748 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,375 shares; 2025Q1: 10,228 shares; 2025Q2: 4,483 shares; 2025Q3: 2,847 shares; 2025Q4: 7,409 shares; 2026Q1: 19,544 shares 19,544 $1.94M 0.11% +12,135 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: 7,659 shares; 2024Q4: 8,241 shares; 2025Q1: 27,264 shares; 2025Q2: 16,087 shares; 2025Q3: 24,385 shares; 2025Q4: 17,909 shares; 2026Q1: 16,219 shares 16,219 $1.92M 0.11% -1,690 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 3,687 shares; 2025Q1: 7,357 shares; 2025Q2: 12,654 shares; 2025Q3: 10,170 shares; 2025Q4: 8,731 shares; 2026Q1: 9,649 shares 9,649 $1.92M 0.11% +918 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,686 shares; 2025Q2: not reported; 2025Q3: 86,214 shares; 2025Q4: 103,725 shares; 2026Q1: 98,597 shares 98,597 $1.91M 0.11% -5,128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,312 shares; 2025Q3: 30,394 shares; 2025Q4: 36,902 shares; 2026Q1: 45,262 shares 45,262 $1.91M 0.11% +8,360 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: 29,061 shares; 2024Q4: 15,545 shares; 2025Q1: 40,674 shares; 2025Q2: 114,091 shares; 2025Q3: 75,861 shares; 2025Q4: 63,573 shares; 2026Q1: 64,546 shares 64,546 $1.87M 0.11% +973 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 17,801 shares; 2025Q1: 27,763 shares; 2025Q2: 33,293 shares; 2025Q3: 71,746 shares; 2025Q4: 58,522 shares; 2026Q1: 73,784 shares 73,784 $1.86M 0.11% +15,262 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: 999 shares; 2024Q4: 1,124 shares; 2025Q1: 2,452 shares; 2025Q2: 2,572 shares; 2025Q3: 1,945 shares; 2025Q4: 2,065 shares; 2026Q1: 2,184 shares 2,184 $1.85M 0.1% +119 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,223 shares; 2025Q3: 37,539 shares; 2025Q4: 38,243 shares; 2026Q1: 38,346 shares 38,346 $1.84M 0.1% +103 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: 6,330 shares; 2024Q4: 2,610 shares; 2025Q1: 7,900 shares; 2025Q2: 15,946 shares; 2025Q3: 8,120 shares; 2025Q4: 7,253 shares; 2026Q1: 7,588 shares 7,588 $1.84M 0.1% +335 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,164 shares; 2025Q2: not reported; 2025Q3: 68,081 shares; 2025Q4: 89,094 shares; 2026Q1: 85,270 shares 85,270 $1.8M 0.1% -3,824 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: 8,438 shares; 2024Q4: 17,791 shares; 2025Q1: 15,149 shares; 2025Q2: 23,380 shares; 2025Q3: 14,467 shares; 2025Q4: 12,912 shares; 2026Q1: 17,903 shares 17,903 $1.8M 0.1% +4,991 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: 1,268 shares; 2024Q4: 2,482 shares; 2025Q1: 4,015 shares; 2025Q2: 8,025 shares; 2025Q3: 5,046 shares; 2025Q4: 5,353 shares; 2026Q1: 5,261 shares 5,261 $1.78M 0.1% -92 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: 29,731 shares; 2024Q4: not reported; 2025Q1: 42,294 shares; 2025Q2: 83,680 shares; 2025Q3: 34,701 shares; 2025Q4: 75,256 shares; 2026Q1: 41,709 shares 41,709 $1.77M 0.1% -33,547 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: 31,259 shares; 2024Q4: 33,377 shares; 2025Q1: 147,184 shares; 2025Q2: 113,079 shares; 2025Q3: 94,483 shares; 2025Q4: 56,797 shares; 2026Q1: 57,802 shares 57,802 $1.77M 0.1% +1,005 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: 20,159 shares; 2024Q4: not reported; 2025Q1: 24,542 shares; 2025Q2: 58,368 shares; 2025Q3: 18,604 shares; 2025Q4: 26,595 shares; 2026Q1: 34,955 shares 34,955 $1.77M 0.1% +8,360 Timeline RWO 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: 14,806 shares; 2024Q4: 13,193 shares; 2025Q1: not reported; 2025Q2: 37,766 shares; 2025Q3: 25,206 shares; 2025Q4: 30,291 shares; 2026Q1: 38,617 shares 38,617 $1.77M 0.1% +8,326 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: 34,232 shares; 2024Q4: not reported; 2025Q1: 40,437 shares; 2025Q2: 96,386 shares; 2025Q3: 29,784 shares; 2025Q4: 43,673 shares; 2026Q1: 52,185 shares 52,185 $1.76M 0.1% +8,512 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: not reported; 2025Q1: 25,769 shares; 2025Q2: 86,208 shares; 2025Q3: 68,810 shares; 2025Q4: 62,004 shares; 2026Q1: 66,961 shares 66,961 $1.76M 0.1% +4,957 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: 46,408 shares; 2025Q3: 35,971 shares; 2025Q4: 54,140 shares; 2026Q1: 69,228 shares 69,228 $1.75M 0.1% +15,088 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: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 16,291 shares; 2025Q3: 10,064 shares; 2025Q4: 10,639 shares; 2026Q1: 11,992 shares 11,992 $1.75M 0.1% +1,353 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 7,708 shares; 2025Q3: 4,642 shares; 2025Q4: 5,234 shares; 2026Q1: 5,060 shares 5,060 $1.73M 0.1% -174 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: 3,214 shares; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,083 shares; 2026Q1: 12,201 shares 12,201 $1.73M 0.1% -882 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: 45,911 shares; 2024Q4: 35,454 shares; 2025Q1: 56,477 shares; 2025Q2: 76,868 shares; 2025Q3: 68,933 shares; 2025Q4: 36,011 shares; 2026Q1: 19,568 shares 19,568 $1.73M 0.1% -16,443 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,974 shares; 2025Q2: not reported; 2025Q3: 52,603 shares; 2025Q4: 29,449 shares; 2026Q1: 31,585 shares 31,585 $1.71M 0.1% +2,136 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: 7,879 shares; 2024Q4: not reported; 2025Q1: 12,161 shares; 2025Q2: 24,306 shares; 2025Q3: 15,496 shares; 2025Q4: 18,228 shares; 2026Q1: 20,556 shares 20,556 $1.69M 0.1% +2,328 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 4,724 shares; 2025Q4: 3,556 shares; 2026Q1: 4,975 shares 4,975 $1.68M 0.1% +1,419 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: 5,138 shares; 2025Q3: 3,443 shares; 2025Q4: 4,411 shares; 2026Q1: 4,737 shares 4,737 $1.67M 0.09% +326 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,175 shares; 2025Q2: 19,498 shares; 2025Q3: 19,501 shares; 2025Q4: 40,619 shares; 2026Q1: 41,716 shares 41,716 $1.66M 0.09% +1,097 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,750 shares; 2025Q2: not reported; 2025Q3: 58,834 shares; 2025Q4: 49,491 shares; 2026Q1: 48,796 shares 48,796 $1.65M 0.09% -695 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,722 shares; 2025Q3: 10,890 shares; 2025Q4: 12,449 shares; 2026Q1: 15,238 shares 15,238 $1.65M 0.09% +2,789 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: not reported; 2025Q1: 10,168 shares; 2025Q2: 12,122 shares; 2025Q3: 9,192 shares; 2025Q4: 9,965 shares; 2026Q1: 12,048 shares 12,048 $1.59M 0.09% +2,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,874 shares; 2025Q3: 32,820 shares; 2025Q4: 38,354 shares; 2026Q1: 45,122 shares 45,122 $1.59M 0.09% +6,768 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: 920 shares; 2024Q4: 2,193 shares; 2025Q1: 6,028 shares; 2025Q2: 2,962 shares; 2025Q3: 6,668 shares; 2025Q4: 8,809 shares; 2026Q1: 5,910 shares 5,910 $1.55M 0.09% -2,899 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,660 shares; 2025Q1: 93,006 shares; 2025Q2: 74,278 shares; 2025Q3: 23,625 shares; 2025Q4: 27,563 shares; 2026Q1: 31,759 shares 31,759 $1.52M 0.09% +4,196 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: 3,055 shares; 2025Q3: 3,013 shares; 2025Q4: 4,513 shares; 2026Q1: 4,469 shares 4,469 $1.51M 0.09% -44 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: 17,230 shares; 2024Q4: 9,497 shares; 2025Q1: 18,369 shares; 2025Q2: 34,188 shares; 2025Q3: 22,355 shares; 2025Q4: 23,862 shares; 2026Q1: 16,010 shares 16,010 $1.5M 0.09% -7,852 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: 7,667 shares; 2024Q4: 3,634 shares; 2025Q1: 9,131 shares; 2025Q2: 9,835 shares; 2025Q3: 6,083 shares; 2025Q4: 6,596 shares; 2026Q1: 7,365 shares 7,365 $1.5M 0.08% +769 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,609 shares; 2025Q4: 27,615 shares; 2026Q1: 29,724 shares 29,724 $1.48M 0.08% +2,109 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,647 shares; 2024Q4: 3,055 shares; 2025Q1: 15,064 shares; 2025Q2: 30,534 shares; 2025Q3: 13,503 shares; 2025Q4: 18,233 shares; 2026Q1: 17,306 shares 17,306 $1.47M 0.08% -927 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: 7,272 shares; 2024Q4: 3,123 shares; 2025Q1: 9,144 shares; 2025Q2: 11,171 shares; 2025Q3: 9,143 shares; 2025Q4: 3,918 shares; 2026Q1: 3,419 shares 3,419 $1.47M 0.08% -499 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: not reported; 2025Q3: 11,460 shares; 2025Q4: 36,298 shares; 2026Q1: 34,674 shares 34,674 $1.47M 0.08% -1,624 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,120 shares; 2024Q4: not reported; 2025Q1: 14,660 shares; 2025Q2: 25,100 shares; 2025Q3: 16,043 shares; 2025Q4: 18,306 shares; 2026Q1: 18,504 shares 18,504 $1.47M 0.08% +198 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: not reported; 2025Q1: 6,507 shares; 2025Q2: 14,330 shares; 2025Q3: 7,055 shares; 2025Q4: 7,022 shares; 2026Q1: 7,550 shares 7,550 $1.47M 0.08% +528 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 6,310 shares; 2025Q1: 10,484 shares; 2025Q2: 16,250 shares; 2025Q3: 10,615 shares; 2025Q4: 6,002 shares; 2026Q1: 6,188 shares 6,188 $1.46M 0.08% +186 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: not reported; 2024Q4: not reported; 2025Q1: 9,892 shares; 2025Q2: not reported; 2025Q3: 7,973 shares; 2025Q4: 12,234 shares; 2026Q1: 23,423 shares 23,423 $1.43M 0.08% +11,189 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: 8,928 shares; 2024Q4: not reported; 2025Q1: 13,085 shares; 2025Q2: 70,122 shares; 2025Q3: 40,523 shares; 2025Q4: 44,772 shares; 2026Q1: 57,658 shares 57,658 $1.43M 0.08% +12,886 Timeline KHYB 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: not reported; 2024Q4: not reported; 2025Q1: 78,857 shares; 2025Q2: not reported; 2025Q3: 56,452 shares; 2025Q4: 63,747 shares; 2026Q1: 59,928 shares 59,928 $1.42M 0.08% -3,819 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,990 shares; 2024Q4: not reported; 2025Q1: 18,323 shares; 2025Q2: 69,610 shares; 2025Q3: 44,034 shares; 2025Q4: 60,789 shares; 2026Q1: 81,602 shares 81,602 $1.41M 0.08% +20,813 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 12,200 shares; 2025Q1: 12,536 shares; 2025Q2: 13,785 shares; 2025Q3: 14,220 shares; 2025Q4: 14,636 shares; 2026Q1: 14,458 shares 14,458 $1.41M 0.08% -178 Timeline SPTS 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: 74,693 shares; 2024Q4: not reported; 2025Q1: 37,797 shares; 2025Q2: 90,596 shares; 2025Q3: 47,104 shares; 2025Q4: 47,863 shares; 2026Q1: 47,952 shares 47,952 $1.4M 0.08% +89 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,192 shares; 2025Q3: 3,369 shares; 2025Q4: 2,024 shares; 2026Q1: 3,792 shares 3,792 $1.39M 0.08% +1,768 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,678 shares; 2025Q1: 6,666 shares; 2025Q2: 5,192 shares; 2025Q3: 6,641 shares; 2025Q4: 3,971 shares; 2026Q1: 3,415 shares 3,415 $1.39M 0.08% -556 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,550 shares; 2024Q4: 10,886 shares; 2025Q1: 34,162 shares; 2025Q2: 101,364 shares; 2025Q3: 46,967 shares; 2025Q4: 48,533 shares; 2026Q1: 48,276 shares 48,276 $1.38M 0.08% -257 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,084 shares; 2025Q2: not reported; 2025Q3: 69,433 shares; 2025Q4: 89,157 shares; 2026Q1: 82,674 shares 82,674 $1.38M 0.08% -6,483 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,981 shares; 2024Q4: not reported; 2025Q1: 35,295 shares; 2025Q2: 68,644 shares; 2025Q3: 34,435 shares; 2025Q4: 34,498 shares; 2026Q1: 34,694 shares 34,694 $1.37M 0.08% +196 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,647 shares; 2025Q2: not reported; 2025Q3: 93,470 shares; 2025Q4: 80,151 shares; 2026Q1: 67,912 shares 67,912 $1.35M 0.08% -12,239 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: 6,235 shares; 2024Q4: 3,800 shares; 2025Q1: 9,097 shares; 2025Q2: 11,211 shares; 2025Q3: 16,822 shares; 2025Q4: 5,684 shares; 2026Q1: 5,431 shares 5,431 $1.35M 0.08% -253 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: 16,443 shares; 2024Q4: not reported; 2025Q1: 33,420 shares; 2025Q2: 72,844 shares; 2025Q3: 22,974 shares; 2025Q4: 14,626 shares; 2026Q1: 14,660 shares 14,660 $1.34M 0.08% +34 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: not reported; 2025Q1: 2,770 shares; 2025Q2: 6,596 shares; 2025Q3: 5,362 shares; 2025Q4: 4,273 shares; 2026Q1: 4,714 shares 4,714 $1.34M 0.08% +441 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: 7,719 shares; 2024Q4: 7,602 shares; 2025Q1: 7,598 shares; 2025Q2: 7,598 shares; 2025Q3: 24,329 shares; 2025Q4: 23,362 shares; 2026Q1: 21,979 shares 21,979 $1.33M 0.08% -1,383 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: 17,960 shares; 2024Q4: 19,421 shares; 2025Q1: 12,043 shares; 2025Q2: 23,320 shares; 2025Q3: 14,071 shares; 2025Q4: 7,645 shares; 2026Q1: 6,911 shares 6,911 $1.33M 0.08% -734 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,990 shares; 2025Q3: 12,725 shares; 2025Q4: 16,710 shares; 2026Q1: 19,282 shares 19,282 $1.31M 0.07% +2,572 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,676 shares; 2024Q4: 4,410 shares; 2025Q1: 22,027 shares; 2025Q2: 39,097 shares; 2025Q3: 21,598 shares; 2025Q4: 16,926 shares; 2026Q1: 14,936 shares 14,936 $1.29M 0.07% -1,990 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: 3,953 shares; 2024Q4: not reported; 2025Q1: 6,403 shares; 2025Q2: 8,890 shares; 2025Q3: 6,211 shares; 2025Q4: 6,420 shares; 2026Q1: 7,926 shares 7,926 $1.29M 0.07% +1,506 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,119 shares; 2025Q2: not reported; 2025Q3: 96,611 shares; 2025Q4: 112,525 shares; 2026Q1: 111,965 shares 111,965 $1.28M 0.07% -560 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,354 shares; 2026Q1: 17,642 shares 17,642 $1.27M 0.07% +13,288 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,226 shares; 2026Q1: 39,410 shares 39,410 $1.27M 0.07% +184 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 718 shares; 2025Q1: 1,299 shares; 2025Q2: 3,035 shares; 2025Q3: 2,013 shares; 2025Q4: 2,418 shares; 2026Q1: 2,821 shares 2,821 $1.26M 0.07% +403 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: 36,356 shares; 2024Q4: not reported; 2025Q1: 74,243 shares; 2025Q2: 59,988 shares; 2025Q3: 47,668 shares; 2025Q4: 40,079 shares; 2026Q1: 44,680 shares 44,680 $1.25M 0.07% +4,601 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: 6,275 shares; 2024Q4: not reported; 2025Q1: 9,141 shares; 2025Q2: 24,216 shares; 2025Q3: 105,038 shares; 2025Q4: 111,934 shares; 2026Q1: 53,519 shares 53,519 $1.24M 0.07% -58,415 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: 7,034 shares; 2024Q4: not reported; 2025Q1: 7,076 shares; 2025Q2: 15,916 shares; 2025Q3: 4,618 shares; 2025Q4: 4,663 shares; 2026Q1: 17,663 shares 17,663 $1.24M 0.07% +13,000 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 229,303 shares; 2025Q2: 20,708 shares; 2025Q3: 129,184 shares; 2025Q4: 91,527 shares; 2026Q1: 78,143 shares 78,143 $1.24M 0.07% -13,384 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: not reported; 2025Q1: 5,804 shares; 2025Q2: 12,737 shares; 2025Q3: 5,014 shares; 2025Q4: 5,266 shares; 2026Q1: 5,392 shares 5,392 $1.24M 0.07% +126 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,318 shares; 2026Q1: 12,928 shares 12,928 $1.23M 0.07% -2,390 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,765 shares; 2025Q1: 21,999 shares; 2025Q2: 13,980 shares; 2025Q3: 16,582 shares; 2025Q4: 12,721 shares; 2026Q1: 14,759 shares 14,759 $1.22M 0.07% +2,038 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,818 shares; 2026Q1: 13,662 shares 13,662 $1.22M 0.07% +844 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: 6,175 shares; 2024Q4: 1,645 shares; 2025Q1: 8,298 shares; 2025Q2: 17,409 shares; 2025Q3: 6,945 shares; 2025Q4: 5,878 shares; 2026Q1: 6,108 shares 6,108 $1.21M 0.07% +230 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: 7,979 shares; 2024Q4: 33,324 shares; 2025Q1: 24,188 shares; 2025Q2: 27,008 shares; 2025Q3: 25,188 shares; 2025Q4: 24,886 shares; 2026Q1: 22,330 shares 22,330 $1.21M 0.07% -2,556 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: not reported; 2025Q1: 17,023 shares; 2025Q2: 37,886 shares; 2025Q3: 30,393 shares; 2025Q4: 29,827 shares; 2026Q1: 33,113 shares 33,113 $1.19M 0.07% +3,286 Timeline VDE 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 9,581 shares; 2025Q2: 2,000 shares; 2025Q3: 7,831 shares; 2025Q4: 7,579 shares; 2026Q1: 6,836 shares 6,836 $1.18M 0.07% -743 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,389 shares; 2025Q2: not reported; 2025Q3: 10,861 shares; 2025Q4: 12,175 shares; 2026Q1: 10,750 shares 10,750 $1.18M 0.07% -1,425 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,227 shares; 2025Q4: 985 shares; 2026Q1: 1,350 shares 1,350 $1.18M 0.07% +365 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 179 shares; 2025Q1: 239 shares; 2025Q2: 338 shares; 2025Q3: 191 shares; 2025Q4: 196 shares; 2026Q1: 278 shares 278 $1.17M 0.07% +82 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: 624 shares; 2024Q4: 554 shares; 2025Q1: 1,061 shares; 2025Q2: 2,822 shares; 2025Q3: 1,601 shares; 2025Q4: 1,887 shares; 2026Q1: 2,062 shares 2,062 $1.16M 0.07% +175 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,999 shares; 2025Q2: 2,744 shares; 2025Q3: 2,985 shares; 2025Q4: 2,607 shares; 2026Q1: 3,218 shares 3,218 $1.15M 0.07% +611 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: 5,490 shares; 2024Q4: 3,297 shares; 2025Q1: 7,734 shares; 2025Q2: 12,836 shares; 2025Q3: 7,216 shares; 2025Q4: 4,682 shares; 2026Q1: 5,069 shares 5,069 $1.15M 0.06% +387 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,396 shares; 2025Q1: 2,711 shares; 2025Q2: 8,476 shares; 2025Q3: 4,898 shares; 2025Q4: 5,046 shares; 2026Q1: 5,504 shares 5,504 $1.15M 0.06% +458 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: not reported; 2025Q1: 7,103 shares; 2025Q2: 11,070 shares; 2025Q3: 7,913 shares; 2025Q4: 9,064 shares; 2026Q1: 9,632 shares 9,632 $1.14M 0.06% +568 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: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 16,308 shares; 2025Q3: 9,387 shares; 2025Q4: 10,374 shares; 2026Q1: 12,290 shares 12,290 $1.14M 0.06% +1,916 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: 6,138 shares; 2024Q4: not reported; 2025Q1: 20,414 shares; 2025Q2: 40,214 shares; 2025Q3: 18,330 shares; 2025Q4: 17,630 shares; 2026Q1: 17,920 shares 17,920 $1.12M 0.06% +290 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,995 shares; 2025Q1: 2,032 shares; 2025Q2: 11,464 shares; 2025Q3: 6,816 shares; 2025Q4: 7,692 shares; 2026Q1: 8,422 shares 8,422 $1.11M 0.06% +730 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: 30,276 shares; 2024Q4: 4,056 shares; 2025Q1: 27,565 shares; 2025Q2: 38,996 shares; 2025Q3: 20,288 shares; 2025Q4: 15,564 shares; 2026Q1: 15,677 shares 15,677 $1.11M 0.06% +113 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,146 shares; 2025Q1: 6,069 shares; 2025Q2: 11,522 shares; 2025Q3: 9,937 shares; 2025Q4: 9,891 shares; 2026Q1: 9,749 shares 9,749 $1.1M 0.06% -142 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,306 shares; 2025Q2: 11,108 shares; 2025Q3: 8,479 shares; 2025Q4: 8,621 shares; 2026Q1: 7,914 shares 7,914 $1.1M 0.06% -707 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,375 shares; 2025Q1: 11,489 shares; 2025Q2: 13,608 shares; 2025Q3: 12,265 shares; 2025Q4: 11,247 shares; 2026Q1: 12,169 shares 12,169 $1.09M 0.06% +922 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: 13,639 shares; 2024Q4: not reported; 2025Q1: 14,064 shares; 2025Q2: 23,068 shares; 2025Q3: 8,127 shares; 2025Q4: 8,091 shares; 2026Q1: 8,556 shares 8,556 $1.08M 0.06% +465 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,426 shares; 2025Q1: 7,129 shares; 2025Q2: 13,631 shares; 2025Q3: 6,655 shares; 2025Q4: 5,919 shares; 2026Q1: 6,227 shares 6,227 $1.08M 0.06% +308 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 5,308 shares; 2025Q1: 9,538 shares; 2025Q2: 14,165 shares; 2025Q3: 11,712 shares; 2025Q4: 8,874 shares; 2026Q1: 9,849 shares 9,849 $1.07M 0.06% +975 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,771 shares; 2024Q4: 29,180 shares; 2025Q1: 14,380 shares; 2025Q2: 13,258 shares; 2025Q3: 16,344 shares; 2025Q4: 14,212 shares; 2026Q1: 14,911 shares 14,911 $1.07M 0.06% +699 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,076 shares; 2025Q4: 1,465 shares; 2026Q1: 1,566 shares 1,566 $1.07M 0.06% +101 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,434 shares; 2025Q2: not reported; 2025Q3: 12,407 shares; 2025Q4: 14,121 shares; 2026Q1: 15,882 shares 15,882 $1.06M 0.06% +1,761 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,733 shares; 2025Q1: 3,045 shares; 2025Q2: 3,880 shares; 2025Q3: 3,835 shares; 2025Q4: 3,688 shares; 2026Q1: 3,702 shares 3,702 $1.06M 0.06% +14 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,136 shares; 2025Q1: 10,335 shares; 2025Q2: 1,418 shares; 2025Q3: 8,288 shares; 2025Q4: 6,943 shares; 2026Q1: 6,070 shares 6,070 $1.06M 0.06% -873 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: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 4,484 shares; 2025Q3: 5,125 shares; 2025Q4: 5,438 shares; 2026Q1: 5,806 shares 5,806 $1.06M 0.06% +368 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: not reported; 2025Q1: 3,691 shares; 2025Q2: 8,424 shares; 2025Q3: 3,775 shares; 2025Q4: 3,868 shares; 2026Q1: 3,639 shares 3,639 $1.06M 0.06% -229 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: 23,572 shares; 2024Q4: not reported; 2025Q1: 21,989 shares; 2025Q2: 68,046 shares; 2025Q3: 40,755 shares; 2025Q4: 44,260 shares; 2026Q1: 54,399 shares 54,399 $1.04M 0.06% +10,139 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 5,356 shares; 2025Q1: 12,664 shares; 2025Q2: 10,553 shares; 2025Q3: 4,047 shares; 2025Q4: 9,243 shares; 2026Q1: 10,473 shares 10,473 $1.03M 0.06% +1,230 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: 5,053 shares; 2024Q4: 3,523 shares; 2025Q1: 4,330 shares; 2025Q2: 4,900 shares; 2025Q3: 5,701 shares; 2025Q4: 3,705 shares; 2026Q1: 6,330 shares 6,330 $1.02M 0.06% +2,625 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,239 shares; 2025Q2: 9,260 shares; 2025Q3: 5,918 shares; 2025Q4: 6,623 shares; 2026Q1: 9,005 shares 9,005 $1.02M 0.06% +2,382 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,412 shares; 2025Q4: 31,507 shares; 2026Q1: 33,036 shares 33,036 $1.01M 0.06% +1,529 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,794 shares; 2025Q2: 6,548 shares; 2025Q3: 18,377 shares; 2025Q4: 16,093 shares; 2026Q1: 14,505 shares 14,505 $1.01M 0.06% -1,588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,471 shares; 2026Q1: 6,461 shares 6,461 $1M 0.06% +4,990 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594 shares; 2025Q4: 1,788 shares; 2026Q1: 2,304 shares 2,304 $1000K 0.06% +516 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: 8,882 shares; 2024Q4: not reported; 2025Q1: 11,289 shares; 2025Q2: 24,346 shares; 2025Q3: 11,920 shares; 2025Q4: 14,691 shares; 2026Q1: 20,043 shares 20,043 $998K 0.06% +5,352 Timeline GDX 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: 14,981 shares; 2024Q4: not reported; 2025Q1: 28,355 shares; 2025Q2: 20,648 shares; 2025Q3: 21,694 shares; 2025Q4: 13,552 shares; 2026Q1: 10,870 shares 10,870 $998K 0.06% -2,682 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: 4,293 shares; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 9,900 shares; 2025Q3: 4,055 shares; 2025Q4: 4,048 shares; 2026Q1: 3,818 shares 3,818 $994K 0.06% -230 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,774 shares; 2025Q1: 7,238 shares; 2025Q2: 16,693 shares; 2025Q3: 13,854 shares; 2025Q4: 7,660 shares; 2026Q1: 7,581 shares 7,581 $993K 0.06% -79 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,535 shares; 2025Q1: 8,537 shares; 2025Q2: 8,591 shares; 2025Q3: 8,426 shares; 2025Q4: 8,174 shares; 2026Q1: 12,233 shares 12,233 $987K 0.06% +4,059 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,924 shares; 2025Q3: 21,958 shares; 2025Q4: 30,738 shares; 2026Q1: 32,173 shares 32,173 $970K 0.05% +1,435 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: not reported; 2024Q4: not reported; 2025Q1: 20,797 shares; 2025Q2: not reported; 2025Q3: 10,776 shares; 2025Q4: 8,284 shares; 2026Q1: 7,107 shares 7,107 $957K 0.05% -1,177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,848 shares; 2025Q3: 8,232 shares; 2025Q4: 11,419 shares; 2026Q1: 14,916 shares 14,916 $953K 0.05% +3,497 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,627 shares 6,627 $942K 0.05% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 6,792 shares; 2025Q3: 2,382 shares; 2025Q4: 2,022 shares; 2026Q1: 1,735 shares 1,735 $934K 0.05% -287 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,244 shares; 2025Q3: 6,084 shares; 2025Q4: 3,444 shares; 2026Q1: 6,425 shares 6,425 $931K 0.05% +2,981 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,611 shares; 2025Q2: not reported; 2025Q3: 18,440 shares; 2025Q4: 19,405 shares; 2026Q1: 20,079 shares 20,079 $927K 0.05% +674 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 2,135 shares; 2025Q3: 3,285 shares; 2025Q4: 1,972 shares; 2026Q1: 1,314 shares 1,314 $917K 0.05% -658 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: not reported; 2025Q1: 12,060 shares; 2025Q2: 26,036 shares; 2025Q3: 10,514 shares; 2025Q4: 10,790 shares; 2026Q1: 9,727 shares 9,727 $908K 0.05% -1,063 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 7,186 shares; 2025Q3: 6,541 shares; 2025Q4: 6,587 shares; 2026Q1: 6,912 shares 6,912 $906K 0.05% +325 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,301 shares; 2025Q2: not reported; 2025Q3: 15,485 shares; 2025Q4: 15,053 shares; 2026Q1: 15,102 shares 15,102 $906K 0.05% +49 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,669 shares 5,669 $905K 0.05% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: not reported; 2025Q1: 4,434 shares; 2025Q2: 8,340 shares; 2025Q3: 3,943 shares; 2025Q4: 3,952 shares; 2026Q1: 4,109 shares 4,109 $900K 0.05% +157 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: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 7,352 shares; 2025Q3: 4,272 shares; 2025Q4: 4,408 shares; 2026Q1: 5,446 shares 5,446 $896K 0.05% +1,038 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,867 shares; 2025Q2: not reported; 2025Q3: 29,018 shares; 2025Q4: 22,930 shares; 2026Q1: 19,444 shares 19,444 $891K 0.05% -3,486 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: 18,087 shares; 2024Q4: 8,305 shares; 2025Q1: 12,868 shares; 2025Q2: 25,898 shares; 2025Q3: 12,519 shares; 2025Q4: 16,671 shares; 2026Q1: 16,648 shares 16,648 $879K 0.05% -23 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 1,542 shares; 2025Q1: 5,563 shares; 2025Q2: 6,123 shares; 2025Q3: 3,538 shares; 2025Q4: 3,813 shares; 2026Q1: 4,707 shares 4,707 $879K 0.05% +894 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 1,702 shares; 2025Q4: 1,907 shares; 2026Q1: 1,996 shares 1,996 $871K 0.05% +89 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: 8,837 shares; 2024Q4: 10,846 shares; 2025Q1: 22,008 shares; 2025Q2: 13,953 shares; 2025Q3: 25,254 shares; 2025Q4: 11,256 shares; 2026Q1: 12,783 shares 12,783 $870K 0.05% +1,527 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 420 shares; 2025Q4: 474 shares; 2026Q1: 584 shares 584 $860K 0.05% +110 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 10,795 shares; 2025Q1: 16,207 shares; 2025Q2: 27,650 shares; 2025Q3: 18,285 shares; 2025Q4: 11,519 shares; 2026Q1: 12,010 shares 12,010 $857K 0.05% +491 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,415 shares 34,415 $856K 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 5,115 shares; 2025Q1: 9,745 shares; 2025Q2: 13,632 shares; 2025Q3: 9,922 shares; 2025Q4: 9,101 shares; 2026Q1: 9,189 shares 9,189 $855K 0.05% +88 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,975 shares; 2024Q4: not reported; 2025Q1: 57,167 shares; 2025Q2: 26,384 shares; 2025Q3: 11,212 shares; 2025Q4: 15,340 shares; 2026Q1: 19,357 shares 19,357 $854K 0.05% +4,017 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,147 shares; 2025Q1: 7,319 shares; 2025Q2: 9,204 shares; 2025Q3: 9,154 shares; 2025Q4: 6,389 shares; 2026Q1: 6,420 shares 6,420 $853K 0.05% +31 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 13,177 shares; 2025Q1: 13,122 shares; 2025Q2: 13,115 shares; 2025Q3: 14,357 shares; 2025Q4: 16,007 shares; 2026Q1: 16,197 shares 16,197 $841K 0.05% +190 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: not reported; 2024Q4: not reported; 2025Q1: 11,936 shares; 2025Q2: 20,772 shares; 2025Q3: 20,473 shares; 2025Q4: 21,531 shares; 2026Q1: 32,787 shares 32,787 $836K 0.05% +11,256 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: 4,239 shares; 2024Q4: not reported; 2025Q1: 6,690 shares; 2025Q2: 11,188 shares; 2025Q3: 6,857 shares; 2025Q4: 8,637 shares; 2026Q1: 7,656 shares 7,656 $834K 0.05% -981 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,751 shares; 2024Q4: not reported; 2025Q1: 30,471 shares; 2025Q2: 56,264 shares; 2025Q3: 28,270 shares; 2025Q4: 28,232 shares; 2026Q1: 25,868 shares 25,868 $833K 0.05% -2,364 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 3,621 shares; 2025Q1: 3,570 shares; 2025Q2: 8,586 shares; 2025Q3: 4,992 shares; 2025Q4: 5,137 shares; 2026Q1: 5,440 shares 5,440 $831K 0.05% +303 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 10,013 shares; 2025Q1: 10,063 shares; 2025Q2: 9,970 shares; 2025Q3: 9,755 shares; 2025Q4: 9,755 shares; 2026Q1: 9,755 shares 9,755 $826K 0.05% 0 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: 3,075 shares; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 14,908 shares; 2025Q3: 9,018 shares; 2025Q4: 8,189 shares; 2026Q1: 8,507 shares 8,507 $821K 0.05% +318 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,255 shares; 2024Q4: 5,944 shares; 2025Q1: 5,416 shares; 2025Q2: 20,023 shares; 2025Q3: 14,279 shares; 2025Q4: 13,506 shares; 2026Q1: 15,294 shares 15,294 $808K 0.05% +1,788 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,277 shares; 2025Q1: 4,562 shares; 2025Q2: 14,151 shares; 2025Q3: 9,146 shares; 2025Q4: 6,630 shares; 2026Q1: 6,784 shares 6,784 $805K 0.05% +154 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,225 shares; 2025Q2: not reported; 2025Q3: 6,404 shares; 2025Q4: 6,478 shares; 2026Q1: 6,377 shares 6,377 $794K 0.04% -101 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,155 shares 9,155 $789K 0.04% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,232 shares; 2026Q1: 4,666 shares 4,666 $788K 0.04% +434 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,650 shares; 2025Q4: 28,833 shares; 2026Q1: 29,218 shares 29,218 $788K 0.04% +385 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,819 shares; 2025Q4: 6,009 shares; 2026Q1: 6,644 shares 6,644 $787K 0.04% +635 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,359 shares; 2025Q3: 1,510 shares; 2025Q4: 1,612 shares; 2026Q1: 2,196 shares 2,196 $786K 0.04% +584 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 4,062 shares; 2025Q4: 4,339 shares; 2026Q1: 4,287 shares 4,287 $782K 0.04% -52 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,297 shares; 2025Q3: not reported; 2025Q4: 6,684 shares; 2026Q1: 6,182 shares 6,182 $781K 0.04% -502 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: not reported; 2024Q4: not reported; 2025Q1: 9,687 shares; 2025Q2: not reported; 2025Q3: 9,075 shares; 2025Q4: 8,502 shares; 2026Q1: 8,280 shares 8,280 $780K 0.04% -222 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: 2,350 shares; 2024Q4: 2,170 shares; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 1,778 shares; 2025Q4: 3,824 shares; 2026Q1: 6,958 shares 6,958 $780K 0.04% +3,134 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: 5,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,313 shares 29,313 $780K 0.04% new Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,582 shares 15,582 $778K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 699 shares; 2025Q4: 732 shares; 2026Q1: 808 shares 808 $777K 0.04% +76 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: not reported; 2025Q1: 20,027 shares; 2025Q2: 42,008 shares; 2025Q3: 15,014 shares; 2025Q4: 15,537 shares; 2026Q1: 17,147 shares 17,147 $777K 0.04% +1,610 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,863 shares; 2025Q2: 15,022 shares; 2025Q3: 13,333 shares; 2025Q4: 13,894 shares; 2026Q1: 14,803 shares 14,803 $770K 0.04% +909 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,731 shares; 2024Q4: not reported; 2025Q1: 11,874 shares; 2025Q2: 26,662 shares; 2025Q3: 18,652 shares; 2025Q4: 18,558 shares; 2026Q1: 19,856 shares 19,856 $763K 0.04% +1,298 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 5,685 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,749 shares; 2025Q4: 4,502 shares; 2026Q1: 12,228 shares 12,228 $756K 0.04% +7,726 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: 71,062 shares; 2024Q4: 19,243 shares; 2025Q1: 12,658 shares; 2025Q2: 18,179 shares; 2025Q3: 12,520 shares; 2025Q4: 3,244 shares; 2026Q1: 7,780 shares 7,780 $756K 0.04% +4,536 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 1,654 shares; 2025Q3: 712 shares; 2025Q4: 696 shares; 2026Q1: 690 shares 690 $753K 0.04% -6 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 3,084 shares; 2025Q4: 3,132 shares; 2026Q1: 3,217 shares 3,217 $751K 0.04% +85 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: not reported; 2024Q4: 1,840 shares; 2025Q1: 3,971 shares; 2025Q2: 6,929 shares; 2025Q3: 6,311 shares; 2025Q4: 3,712 shares; 2026Q1: 4,670 shares 4,670 $746K 0.04% +958 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,319 shares; 2025Q4: 23,723 shares; 2026Q1: 28,340 shares 28,340 $744K 0.04% +4,617 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: 18,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,782 shares; 2025Q3: 25,551 shares; 2025Q4: 28,377 shares; 2026Q1: 35,980 shares 35,980 $743K 0.04% +7,603 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 3,500 shares; 2026Q1: 3,736 shares 3,736 $739K 0.04% +236 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: not reported; 2025Q1: 5,042 shares; 2025Q2: 10,050 shares; 2025Q3: 5,298 shares; 2025Q4: 5,282 shares; 2026Q1: 5,308 shares 5,308 $738K 0.04% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,755 shares 10,755 $736K 0.04% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,617 shares; 2024Q4: 71,159 shares; 2025Q1: 46,508 shares; 2025Q2: 84,520 shares; 2025Q3: 59,562 shares; 2025Q4: 20,470 shares; 2026Q1: 31,436 shares 31,436 $733K 0.04% +10,966 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331 shares; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 845 shares; 2026Q1: 947 shares 947 $731K 0.04% +102 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,674 shares 3,674 $725K 0.04% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,299 shares; 2025Q3: 9,910 shares; 2025Q4: 9,767 shares; 2026Q1: 9,862 shares 9,862 $718K 0.04% +95 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,198 shares; 2025Q1: 906 shares; 2025Q2: 2,174 shares; 2025Q3: 990 shares; 2025Q4: 1,829 shares; 2026Q1: 2,413 shares 2,413 $713K 0.04% +584 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: 3,361 shares; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 7,446 shares; 2025Q3: 4,579 shares; 2025Q4: 7,474 shares; 2026Q1: 8,576 shares 8,576 $710K 0.04% +1,102 Timeline IBD 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: 22,573 shares; 2024Q4: not reported; 2025Q1: 25,442 shares; 2025Q2: 46,348 shares; 2025Q3: 20,351 shares; 2025Q4: 26,611 shares; 2026Q1: 29,683 shares 29,683 $708K 0.04% +3,072 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,210 shares; 2025Q3: 15,338 shares; 2025Q4: 21,551 shares; 2026Q1: 40,557 shares 40,557 $699K 0.04% +19,006 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: not reported; 2024Q4: not reported; 2025Q1: 4,352 shares; 2025Q2: 9,908 shares; 2025Q3: 7,735 shares; 2025Q4: 9,164 shares; 2026Q1: 11,504 shares 11,504 $698K 0.04% +2,340 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,869 shares; 2025Q2: not reported; 2025Q3: 34,378 shares; 2025Q4: 32,339 shares; 2026Q1: 21,011 shares 21,011 $692K 0.04% -11,328 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,332 shares 7,332 $692K 0.04% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,695 shares; 2024Q4: 35,969 shares; 2025Q1: 41,200 shares; 2025Q2: 51,508 shares; 2025Q3: 79,036 shares; 2025Q4: 17,899 shares; 2026Q1: 19,525 shares 19,525 $692K 0.04% +1,626 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,164 shares; 2025Q1: 2,653 shares; 2025Q2: 3,937 shares; 2025Q3: 2,545 shares; 2025Q4: 863 shares; 2026Q1: 1,389 shares 1,389 $688K 0.04% +526 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,818 shares 14,818 $688K 0.04% new 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: 72,719 shares; 2024Q4: not reported; 2025Q1: 121,404 shares; 2025Q2: 312,268 shares; 2025Q3: 112,119 shares; 2025Q4: 54,843 shares; 2026Q1: 39,945 shares 39,945 $685K 0.04% -14,898 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,082 shares; 2024Q4: not reported; 2025Q1: 35,220 shares; 2025Q2: 71,910 shares; 2025Q3: 38,291 shares; 2025Q4: 38,685 shares; 2026Q1: 40,057 shares 40,057 $684K 0.04% +1,372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,959 shares; 2025Q4: 34,919 shares; 2026Q1: 28,144 shares 28,144 $683K 0.04% -6,775 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 4,987 shares; 2025Q4: 5,012 shares; 2026Q1: 4,400 shares 4,400 $682K 0.04% -612 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,021 shares 27,021 $679K 0.04% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,523 shares; 2025Q3: 5,252 shares; 2025Q4: 8,151 shares; 2026Q1: 7,935 shares 7,935 $674K 0.04% -216 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 6,908 shares; 2025Q3: 4,227 shares; 2025Q4: 2,307 shares; 2026Q1: 2,821 shares 2,821 $670K 0.04% +514 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 3,757 shares; 2025Q3: 1,267 shares; 2025Q4: 1,705 shares; 2026Q1: 2,101 shares 2,101 $668K 0.04% +396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares 4,075 $667K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 374 shares; 2025Q2: 939 shares; 2025Q3: 676 shares; 2025Q4: 350 shares; 2026Q1: 504 shares 504 $666K 0.04% +154 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: not reported; 2025Q1: 13,031 shares; 2025Q2: 21,172 shares; 2025Q3: 4,597 shares; 2025Q4: 4,614 shares; 2026Q1: 5,053 shares 5,053 $662K 0.04% +439 Timeline STOX HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,467 shares 24,467 $662K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 665 shares; 2025Q1: 1,389 shares; 2025Q2: 3,631 shares; 2025Q3: 1,582 shares; 2025Q4: 1,670 shares; 2026Q1: 1,430 shares 1,430 $659K 0.04% -240 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,543 shares; 2025Q1: 970 shares; 2025Q2: 2,172 shares; 2025Q3: 1,646 shares; 2025Q4: 1,869 shares; 2026Q1: 2,171 shares 2,171 $657K 0.04% +302 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: 126 shares; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 382 shares; 2025Q3: 199 shares; 2025Q4: 187 shares; 2026Q1: 194 shares 194 $655K 0.04% +7 Timeline FTGC 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: not reported; 2024Q4: not reported; 2025Q1: 12,068 shares; 2025Q2: 28,500 shares; 2025Q3: 9,096 shares; 2025Q4: 13,931 shares; 2026Q1: 22,746 shares 22,746 $653K 0.04% +8,815 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: 13,048 shares; 2025Q3: 8,357 shares; 2025Q4: 8,683 shares; 2026Q1: 6,378 shares 6,378 $649K 0.04% -2,305 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,751 shares; 2024Q4: 13,938 shares; 2025Q1: 13,960 shares; 2025Q2: 13,937 shares; 2025Q3: 17,024 shares; 2025Q4: 21,694 shares; 2026Q1: 22,095 shares 22,095 $649K 0.04% +401 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: 27,846 shares; 2024Q4: not reported; 2025Q1: 30,791 shares; 2025Q2: 17,300 shares; 2025Q3: 15,850 shares; 2025Q4: 18,913 shares; 2026Q1: 24,280 shares 24,280 $649K 0.04% +5,367 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,838 shares; 2025Q4: 27,111 shares; 2026Q1: 16,574 shares 16,574 $649K 0.04% -10,537 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,017 shares; 2024Q4: not reported; 2025Q1: 16,481 shares; 2025Q2: 26,476 shares; 2025Q3: 17,938 shares; 2025Q4: 17,792 shares; 2026Q1: 20,258 shares 20,258 $647K 0.04% +2,466 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,961 shares; 2025Q2: not reported; 2025Q3: 26,443 shares; 2025Q4: 17,628 shares; 2026Q1: 17,380 shares 17,380 $644K 0.04% -248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,159 shares; 2025Q4: 1,770 shares; 2026Q1: 1,958 shares 1,958 $640K 0.04% +188 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: 728 shares; 2024Q4: 687 shares; 2025Q1: 1,353 shares; 2025Q2: 2,171 shares; 2025Q3: 1,417 shares; 2025Q4: 1,520 shares; 2026Q1: 1,640 shares 1,640 $640K 0.04% +120 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,197 shares; 2025Q1: 2,418 shares; 2025Q2: 1,916 shares; 2025Q3: 991 shares; 2025Q4: 1,338 shares; 2026Q1: 1,608 shares 1,608 $640K 0.04% +270 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,594 shares; 2025Q3: 11,454 shares; 2025Q4: 11,841 shares; 2026Q1: 13,838 shares 13,838 $636K 0.04% +1,997 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: 8,415 shares; 2024Q4: 2,770 shares; 2025Q1: 10,592 shares; 2025Q2: 8,397 shares; 2025Q3: 6,439 shares; 2025Q4: 6,169 shares; 2026Q1: 4,924 shares 4,924 $634K 0.04% -1,245 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,146 shares; 2025Q1: 1,452 shares; 2025Q2: 2,273 shares; 2025Q3: 1,082 shares; 2025Q4: 1,181 shares; 2026Q1: 1,284 shares 1,284 $631K 0.04% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,357 shares; 2025Q4: 52,521 shares; 2026Q1: 19,688 shares 19,688 $631K 0.04% -32,833 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,736 shares; 2025Q3: 7,980 shares; 2025Q4: 9,303 shares; 2026Q1: 10,792 shares 10,792 $622K 0.04% +1,489 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 1,340 shares; 2025Q4: 1,607 shares; 2026Q1: 1,742 shares 1,742 $620K 0.04% +135 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: not reported; 2025Q1: 14,358 shares; 2025Q2: 38,350 shares; 2025Q3: 11,884 shares; 2025Q4: 13,138 shares; 2026Q1: 13,030 shares 13,030 $620K 0.04% -108 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: 4,222 shares; 2024Q4: 3,911 shares; 2025Q1: 4,481 shares; 2025Q2: 8,870 shares; 2025Q3: 8,915 shares; 2025Q4: 7,883 shares; 2026Q1: 8,504 shares 8,504 $616K 0.03% +621 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,462 shares; 2025Q3: 5,665 shares; 2025Q4: 4,181 shares; 2026Q1: 4,447 shares 4,447 $615K 0.03% +266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,058 shares; 2026Q1: 9,772 shares 9,772 $613K 0.03% +4,714 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 1,177 shares; 2025Q2: 2,879 shares; 2025Q3: 2,363 shares; 2025Q4: 1,397 shares; 2026Q1: 2,201 shares 2,201 $606K 0.03% +804 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 4,697 shares; 2025Q1: 19,172 shares; 2025Q2: 18,833 shares; 2025Q3: 9,449 shares; 2025Q4: 9,513 shares; 2026Q1: 8,813 shares 8,813 $602K 0.03% -700 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,553 shares; 2024Q4: not reported; 2025Q1: 10,125 shares; 2025Q2: 20,702 shares; 2025Q3: 9,407 shares; 2025Q4: 9,633 shares; 2026Q1: 8,364 shares 8,364 $595K 0.03% -1,269 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: not reported; 2024Q4: not reported; 2025Q1: 11,828 shares; 2025Q2: not reported; 2025Q3: 10,477 shares; 2025Q4: 10,146 shares; 2026Q1: 10,114 shares 10,114 $594K 0.03% -32 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 1,614 shares; 2025Q1: 4,848 shares; 2025Q2: 9,256 shares; 2025Q3: 5,949 shares; 2025Q4: 4,317 shares; 2026Q1: 4,064 shares 4,064 $590K 0.03% -253 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 568 shares; 2025Q1: 524 shares; 2025Q2: 1,620 shares; 2025Q3: 1,028 shares; 2025Q4: 1,167 shares; 2026Q1: 1,363 shares 1,363 $590K 0.03% +196 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: 6,136 shares; 2025Q4: 5,241 shares; 2026Q1: 5,722 shares 5,722 $585K 0.03% +481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 1,523 shares 1,523 $584K 0.03% +947 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: 3,607 shares; 2024Q4: 5,072 shares; 2025Q1: 4,696 shares; 2025Q2: 10,996 shares; 2025Q3: 4,028 shares; 2025Q4: 5,292 shares; 2026Q1: 6,196 shares 6,196 $582K 0.03% +904 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: 952 shares; 2024Q4: 379 shares; 2025Q1: 1,495 shares; 2025Q2: 2,500 shares; 2025Q3: 1,535 shares; 2025Q4: 4,717 shares; 2026Q1: 5,558 shares 5,558 $581K 0.03% +841 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,071 shares; 2025Q4: 12,111 shares; 2026Q1: 11,435 shares 11,435 $579K 0.03% -676 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,263 shares 21,263 $578K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 1,648 shares; 2026Q1: 2,297 shares 2,297 $576K 0.03% +649 Timeline IBTH 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: 21,539 shares; 2024Q4: not reported; 2025Q1: 22,642 shares; 2025Q2: 48,772 shares; 2025Q3: 24,787 shares; 2025Q4: 25,473 shares; 2026Q1: 25,453 shares 25,453 $571K 0.03% -20 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,623 shares; 2026Q1: 5,219 shares 5,219 $571K 0.03% +3,596 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,865 shares; 2025Q1: not reported; 2025Q2: 4,404 shares; 2025Q3: 3,106 shares; 2025Q4: 4,116 shares; 2026Q1: 4,634 shares 4,634 $569K 0.03% +518 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: 782 shares; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 1,856 shares; 2025Q3: 1,305 shares; 2025Q4: 1,474 shares; 2026Q1: 1,645 shares 1,645 $565K 0.03% +171 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares 5,083 $563K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,294 shares; 2026Q1: 5,497 shares 5,497 $561K 0.03% +203 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: 6,008 shares; 2024Q4: 6,616 shares; 2025Q1: 8,831 shares; 2025Q2: 9,892 shares; 2025Q3: 10,403 shares; 2025Q4: 10,357 shares; 2026Q1: 11,117 shares 11,117 $560K 0.03% +760 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: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 8,632 shares; 2025Q3: 4,754 shares; 2025Q4: 4,074 shares; 2026Q1: 4,484 shares 4,484 $560K 0.03% +410 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,317 shares; 2024Q4: 17,178 shares; 2025Q1: 24,805 shares; 2025Q2: 44,718 shares; 2025Q3: 32,157 shares; 2025Q4: 22,187 shares; 2026Q1: 15,022 shares 15,022 $559K 0.03% -7,165 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 30,066 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares; 2026Q1: 10,022 shares 10,022 $558K 0.03% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 2,565 shares; 2025Q1: 6,297 shares; 2025Q2: 8,064 shares; 2025Q3: 4,118 shares; 2025Q4: 3,710 shares; 2026Q1: 3,873 shares 3,873 $555K 0.03% +163 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,427 shares; 2026Q1: 80,427 shares 80,427 $554K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 12,296 shares; 2025Q2: not reported; 2025Q3: 6,389 shares; 2025Q4: 4,399 shares; 2026Q1: 3,642 shares 3,642 $551K 0.03% -757 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: not reported; 2025Q1: 17,158 shares; 2025Q2: not reported; 2025Q3: 15,993 shares; 2025Q4: 15,736 shares; 2026Q1: 13,847 shares 13,847 $547K 0.03% -1,889 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: 17,085 shares; 2024Q4: 8,379 shares; 2025Q1: 18,065 shares; 2025Q2: 29,855 shares; 2025Q3: 7,435 shares; 2025Q4: 6,671 shares; 2026Q1: 5,888 shares 5,888 $546K 0.03% -783 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 6,130 shares; 2025Q1: 7,248 shares; 2025Q2: 13,897 shares; 2025Q3: 12,506 shares; 2025Q4: 6,265 shares; 2026Q1: 7,664 shares 7,664 $542K 0.03% +1,399 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,402 shares; 2025Q3: 4,885 shares; 2025Q4: 4,579 shares; 2026Q1: 4,654 shares 4,654 $539K 0.03% +75 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,946 shares; 2025Q1: 2,931 shares; 2025Q2: 2,971 shares; 2025Q3: 5,167 shares; 2025Q4: 5,706 shares; 2026Q1: 7,384 shares 7,384 $537K 0.03% +1,678 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 488 shares; 2026Q1: 594 shares 594 $532K 0.03% +106 Timeline BAMG 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: 29,602 shares; 2024Q4: not reported; 2025Q1: 15,446 shares; 2025Q2: 29,030 shares; 2025Q3: 17,535 shares; 2025Q4: 15,164 shares; 2026Q1: 14,487 shares 14,487 $529K 0.03% -677 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: 10,222 shares; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: 7,204 shares; 2025Q3: 4,510 shares; 2025Q4: 8,635 shares; 2026Q1: 8,737 shares 8,737 $525K 0.03% +102 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,006 shares; 2024Q4: 8,049 shares; 2025Q1: 43,949 shares; 2025Q2: 38,352 shares; 2025Q3: 28,803 shares; 2025Q4: 18,119 shares; 2026Q1: 18,028 shares 18,028 $518K 0.03% -91 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 685 shares; 2026Q1: 694 shares 694 $512K 0.03% +9 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: 1,783 shares; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 4,842 shares; 2025Q3: 2,074 shares; 2025Q4: 2,868 shares; 2026Q1: 2,578 shares 2,578 $511K 0.03% -290 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: not reported; 2025Q1: 11,972 shares; 2025Q2: 25,412 shares; 2025Q3: 13,319 shares; 2025Q4: 13,735 shares; 2026Q1: 13,938 shares 13,938 $510K 0.03% +203 Timeline WWJD 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: 16,342 shares; 2024Q4: not reported; 2025Q1: 16,742 shares; 2025Q2: 22,778 shares; 2025Q3: 10,127 shares; 2025Q4: 12,168 shares; 2026Q1: 13,605 shares 13,605 $509K 0.03% +1,437 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,857 shares 20,857 $507K 0.03% new Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,900 shares; 2025Q2: not reported; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares; 2026Q1: 24,700 shares 24,700 $500K 0.03% +3,200 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 1,184 shares; 2026Q1: 1,373 shares 1,373 $499K 0.03% +189 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,071 shares; 2025Q1: 989 shares; 2025Q2: 4,299 shares; 2025Q3: 3,101 shares; 2025Q4: 1,782 shares; 2026Q1: 2,081 shares 2,081 $498K 0.03% +299 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: 14,525 shares; 2024Q4: 12,180 shares; 2025Q1: 12,180 shares; 2025Q2: 19,568 shares; 2025Q3: 16,241 shares; 2025Q4: 4,770 shares; 2026Q1: 6,338 shares 6,338 $497K 0.03% +1,568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 1,355 shares; 2025Q4: 1,531 shares; 2026Q1: 1,778 shares 1,778 $497K 0.03% +247 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: not reported; 2025Q3: 2,234 shares; 2025Q4: 2,158 shares; 2026Q1: 2,177 shares 2,177 $491K 0.03% +19 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,846 shares; 2026Q1: 137,741 shares 137,741 $489K 0.03% -25,105 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,914 shares; 2025Q3: 4,756 shares; 2025Q4: 4,268 shares; 2026Q1: 4,339 shares 4,339 $488K 0.03% +71 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 370 shares; 2025Q4: 468 shares; 2026Q1: 563 shares 563 $487K 0.03% +95 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,660 shares; 2025Q3: 2,851 shares; 2025Q4: 2,840 shares; 2026Q1: 3,011 shares 3,011 $487K 0.03% +171 Timeline WDIV 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: 5,964 shares; 2024Q4: not reported; 2025Q1: 5,974 shares; 2025Q2: 9,984 shares; 2025Q3: 7,010 shares; 2025Q4: 6,972 shares; 2026Q1: 6,299 shares 6,299 $486K 0.03% -673 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,066 shares; 2025Q4: 4,010 shares; 2026Q1: 4,042 shares 4,042 $485K 0.03% +32 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,693 shares; 2025Q2: not reported; 2025Q3: 14,158 shares; 2025Q4: 13,394 shares; 2026Q1: 14,291 shares 14,291 $479K 0.03% +897 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 8,060 shares; 2025Q1: 5,030 shares; 2025Q2: not reported; 2025Q3: 5,501 shares; 2025Q4: 5,164 shares; 2026Q1: 5,164 shares 5,164 $479K 0.03% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,666 shares; 2025Q2: 24,548 shares; 2025Q3: 9,710 shares; 2025Q4: 7,702 shares; 2026Q1: 9,581 shares 9,581 $479K 0.03% +1,879 Timeline BAMV 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: 29,881 shares; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 28,344 shares; 2025Q3: 17,331 shares; 2025Q4: 15,410 shares; 2026Q1: 14,661 shares 14,661 $477K 0.03% -749 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,818 shares; 2026Q1: 4,171 shares 4,171 $476K 0.03% -1,647 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: 4,801 shares; 2024Q4: 9,105 shares; 2025Q1: 9,276 shares; 2025Q2: 18,230 shares; 2025Q3: 27,816 shares; 2025Q4: 29,375 shares; 2026Q1: 16,072 shares 16,072 $467K 0.03% -13,303 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,197 shares; 2025Q2: not reported; 2025Q3: 27,967 shares; 2025Q4: 21,579 shares; 2026Q1: 18,209 shares 18,209 $467K 0.03% -3,370 Timeline PFFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,784 shares; 2026Q1: 22,784 shares 22,784 $464K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,084 shares; 2026Q1: 20,201 shares 20,201 $463K 0.03% +117 Timeline LCAP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,794 shares; 2026Q1: 15,744 shares 15,744 $456K 0.03% -50 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,362 shares; 2025Q4: 6,733 shares; 2026Q1: 7,122 shares 7,122 $456K 0.03% +389 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,170 shares 10,170 $455K 0.03% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 13,930 shares; 2025Q3: 7,155 shares; 2025Q4: 6,125 shares; 2026Q1: 5,776 shares 5,776 $453K 0.03% -349 Timeline BAMD 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: 30,537 shares; 2024Q4: not reported; 2025Q1: 14,593 shares; 2025Q2: 28,122 shares; 2025Q3: 17,225 shares; 2025Q4: 14,931 shares; 2026Q1: 14,516 shares 14,516 $452K 0.03% -415 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,069 shares; 2025Q2: 28,178 shares; 2025Q3: 14,337 shares; 2025Q4: 14,887 shares; 2026Q1: 14,831 shares 14,831 $449K 0.03% -56 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,520 shares 8,520 $448K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,617 shares; 2025Q4: 2,928 shares; 2026Q1: 3,294 shares 3,294 $448K 0.03% +366 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,729 shares; 2025Q2: 7,646 shares; 2025Q3: 4,832 shares; 2025Q4: 6,051 shares; 2026Q1: 6,088 shares 6,088 $443K 0.03% +37 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,560 shares; 2025Q1: 4,576 shares; 2025Q2: 19,180 shares; 2025Q3: 4,740 shares; 2025Q4: 4,808 shares; 2026Q1: 9,218 shares 9,218 $443K 0.03% +4,410 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: 14,044 shares; 2024Q4: 5,485 shares; 2025Q1: 18,641 shares; 2025Q2: 55,294 shares; 2025Q3: 5,463 shares; 2025Q4: 4,051 shares; 2026Q1: 4,975 shares 4,975 $441K 0.03% +924 Timeline BUFB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,714 shares; 2026Q1: 12,246 shares 12,246 $440K 0.02% -468 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 4,694 shares; 2025Q4: 5,410 shares; 2026Q1: 6,116 shares 6,116 $439K 0.02% +706 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,623 shares 1,623 $439K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,646 shares 13,646 $439K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,882 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares; 2026Q1: 3,056 shares 3,056 $435K 0.02% +1,575 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: not reported; 2024Q4: 754 shares; 2025Q1: 802 shares; 2025Q2: 3,200 shares; 2025Q3: 2,508 shares; 2025Q4: 1,394 shares; 2026Q1: 1,630 shares 1,630 $435K 0.02% +236 Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,844 shares; 2025Q3: 11,662 shares; 2025Q4: 12,200 shares; 2026Q1: 13,289 shares 13,289 $435K 0.02% +1,089 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 1,053 shares; 2025Q1: 976 shares; 2025Q2: 2,043 shares; 2025Q3: 1,133 shares; 2025Q4: 1,102 shares; 2026Q1: 978 shares 978 $434K 0.02% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,684 shares 8,684 $434K 0.02% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,651 shares 9,651 $432K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 441 shares 441 $432K 0.02% new 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: 38,622 shares; 2024Q4: 37,779 shares; 2025Q1: 39,884 shares; 2025Q2: 11,859 shares; 2025Q3: 27,519 shares; 2025Q4: 12,398 shares; 2026Q1: 14,017 shares 14,017 $425K 0.02% +1,619 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: 15,035 shares; 2024Q4: 14,187 shares; 2025Q1: 29,127 shares; 2025Q2: 27,567 shares; 2025Q3: 39,457 shares; 2025Q4: 6,358 shares; 2026Q1: 7,491 shares 7,491 $425K 0.02% +1,133 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 2,415 shares; 2025Q3: 1,038 shares; 2025Q4: 1,125 shares; 2026Q1: 1,179 shares 1,179 $423K 0.02% +54 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 2,278 shares; 2026Q1: 2,262 shares 2,262 $422K 0.02% -16 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,820 shares; 2025Q2: 34,320 shares; 2025Q3: 16,719 shares; 2025Q4: 17,412 shares; 2026Q1: 17,227 shares 17,227 $420K 0.02% -185 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 745 shares; 2026Q1: 850 shares 850 $420K 0.02% +105 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,325 shares; 2025Q4: 3,458 shares; 2026Q1: 4,318 shares 4,318 $418K 0.02% +860 Timeline