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: 19,554 shares; 2024Q4: 19,554 shares; 2025Q1: 19,554 shares; 2025Q2: 35,582 shares; 2025Q3: 50,204 shares; 2025Q4: 1,537,647 shares; 2026Q1: 1,865,705 shares 1,865,705 $129M 4.64% +328,058 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: 15,887 shares; 2024Q4: 15,867 shares; 2025Q1: 15,859 shares; 2025Q2: 15,587 shares; 2025Q3: 15,669 shares; 2025Q4: 1,419,609 shares; 2026Q1: 1,491,922 shares 1,491,922 $91.3M 3.3% +72,313 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: 12,502 shares; 2024Q4: 12,761 shares; 2025Q1: 12,881 shares; 2025Q2: 22,931 shares; 2025Q3: 35,740 shares; 2025Q4: 125,817 shares; 2026Q1: 142,225 shares 142,225 $90.3M 3.26% +16,408 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: 133,153 shares; 2024Q4: 161,005 shares; 2025Q1: 166,472 shares; 2025Q2: 144,550 shares; 2025Q3: 192,688 shares; 2025Q4: 287,658 shares; 2026Q1: 318,269 shares 318,269 $78.5M 2.84% +30,611 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: 195,892 shares; 2024Q4: 239,396 shares; 2025Q1: 251,385 shares; 2025Q2: 232,796 shares; 2025Q3: 309,976 shares; 2025Q4: 350,283 shares; 2026Q1: 363,229 shares 363,229 $60M 2.17% +12,946 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: 211,138 shares; 2024Q4: 225,487 shares; 2025Q1: 226,630 shares; 2025Q2: 227,298 shares; 2025Q3: 227,421 shares; 2025Q4: 1,598,205 shares; 2026Q1: 1,586,685 shares 1,586,685 $60M 2.17% -11,520 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: 59,001 shares; 2024Q4: 61,469 shares; 2025Q1: 66,094 shares; 2025Q2: 92,937 shares; 2025Q3: 126,479 shares; 2025Q4: 912,013 shares; 2026Q1: 1,077,278 shares 1,077,278 $56.5M 2.04% +165,265 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: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 17,833 shares; 2025Q2: 16,585 shares; 2025Q3: 18,359 shares; 2025Q4: 771,364 shares; 2026Q1: 1,083,909 shares 1,083,909 $55.7M 2.01% +312,545 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: 42,416 shares; 2024Q4: 43,303 shares; 2025Q1: 67,990 shares; 2025Q2: 69,920 shares; 2025Q3: 82,735 shares; 2025Q4: 439,587 shares; 2026Q1: 551,062 shares 551,062 $54.6M 1.97% +111,475 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: 20,387 shares; 2024Q4: 20,529 shares; 2025Q1: 34,887 shares; 2025Q2: 70,510 shares; 2025Q3: 147,090 shares; 2025Q4: 375,479 shares; 2026Q1: 530,623 shares 530,623 $46.5M 1.68% +155,144 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: 63,184 shares; 2024Q4: 77,610 shares; 2025Q1: 78,813 shares; 2025Q2: 70,216 shares; 2025Q3: 97,637 shares; 2025Q4: 114,768 shares; 2026Q1: 114,791 shares 114,791 $41.2M 1.49% +23 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: 26,937 shares; 2024Q4: 26,937 shares; 2025Q1: 26,937 shares; 2025Q2: 39,793 shares; 2025Q3: 40,632 shares; 2025Q4: 826,929 shares; 2026Q1: 847,220 shares 847,220 $40.3M 1.45% +20,291 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 894,728 shares; 2026Q1: 975,380 shares 975,380 $36.9M 1.33% +80,652 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: 19,074 shares; 2024Q4: 15,600 shares; 2025Q1: 17,623 shares; 2025Q2: 25,233 shares; 2025Q3: 30,058 shares; 2025Q4: 44,953 shares; 2026Q1: 59,787 shares 59,787 $34.7M 1.25% +14,834 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: 207,547 shares; 2024Q4: 207,693 shares; 2025Q1: 205,727 shares; 2025Q2: 207,742 shares; 2025Q3: 211,936 shares; 2025Q4: 220,512 shares; 2026Q1: 216,700 shares 216,700 $30.9M 1.12% -3,812 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: 15,233 shares; 2024Q4: 13,836 shares; 2025Q1: 14,290 shares; 2025Q2: 13,336 shares; 2025Q3: 12,980 shares; 2025Q4: 402,560 shares; 2026Q1: 486,707 shares 486,707 $28.9M 1.04% +84,147 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: 70,064 shares; 2024Q4: 88,891 shares; 2025Q1: 92,443 shares; 2025Q2: 82,442 shares; 2025Q3: 113,249 shares; 2025Q4: 139,112 shares; 2026Q1: 143,388 shares 143,388 $28.8M 1.04% +4,276 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: 51,818 shares; 2024Q4: 64,618 shares; 2025Q1: 63,353 shares; 2025Q2: 56,712 shares; 2025Q3: 75,680 shares; 2025Q4: 89,228 shares; 2026Q1: 90,237 shares 90,237 $24.7M 0.89% +1,009 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: 31,638 shares; 2024Q4: 33,190 shares; 2025Q1: 76,130 shares; 2025Q2: 98,660 shares; 2025Q3: 72,030 shares; 2025Q4: 190,084 shares; 2026Q1: 322,625 shares 322,625 $23.7M 0.86% +132,541 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: 6,496 shares; 2024Q4: 8,358 shares; 2025Q1: 15,591 shares; 2025Q2: 13,989 shares; 2025Q3: 17,394 shares; 2025Q4: 43,997 shares; 2026Q1: 53,956 shares 53,956 $22.7M 0.82% +9,959 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: 35,955 shares; 2024Q4: 42,864 shares; 2025Q1: 42,628 shares; 2025Q2: 39,816 shares; 2025Q3: 56,996 shares; 2025Q4: 63,073 shares; 2026Q1: 68,462 shares 68,462 $20.1M 0.73% +5,389 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: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480,429 shares; 2026Q1: 513,430 shares 513,430 $19.6M 0.71% +33,001 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: 39,188 shares; 2024Q4: 47,931 shares; 2025Q1: 47,648 shares; 2025Q2: 42,119 shares; 2025Q3: 59,924 shares; 2025Q4: 66,650 shares; 2026Q1: 69,816 shares 69,816 $19.1M 0.69% +3,166 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: 17,809 shares; 2024Q4: 21,642 shares; 2025Q1: 22,604 shares; 2025Q2: 20,159 shares; 2025Q3: 27,181 shares; 2025Q4: 33,444 shares; 2026Q1: 35,127 shares 35,127 $18.8M 0.68% +1,683 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: 63,206 shares; 2024Q4: 68,462 shares; 2025Q1: 90,357 shares; 2025Q2: 94,881 shares; 2025Q3: 111,339 shares; 2025Q4: 119,724 shares; 2026Q1: 134,512 shares 134,512 $18.1M 0.65% +14,788 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: 30,410 shares; 2024Q4: 38,737 shares; 2025Q1: 40,129 shares; 2025Q2: 37,459 shares; 2025Q3: 48,398 shares; 2025Q4: 55,883 shares; 2026Q1: 59,052 shares 59,052 $16.8M 0.61% +3,169 Timeline NA NANO LABS LTD More: the full row for NANO LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 780,817 shares; 2025Q4: not reported; 2026Q1: 5,655,934 shares 5,655,934 $16.7M 0.6% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 13,748 shares; 2025Q1: 14,058 shares; 2025Q2: 12,181 shares; 2025Q3: 17,986 shares; 2025Q4: 33,580 shares; 2026Q1: 34,715 shares 34,715 $16.5M 0.6% +1,135 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: 701 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 870 shares; 2025Q3: 174 shares; 2025Q4: 163,888 shares; 2026Q1: 150,051 shares 150,051 $16.2M 0.59% -13,837 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,498 shares; 2024Q4: 100,683 shares; 2025Q1: 113,377 shares; 2025Q2: 129,103 shares; 2025Q3: 170,417 shares; 2025Q4: 207,234 shares; 2026Q1: 180,457 shares 180,457 $15.5M 0.56% -26,777 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: 16,332 shares; 2024Q4: 17,315 shares; 2025Q1: 21,944 shares; 2025Q2: 26,989 shares; 2025Q3: 36,856 shares; 2025Q4: 69,388 shares; 2026Q1: 79,955 shares 79,955 $15.4M 0.56% +10,567 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,645 shares; 2024Q4: 233,146 shares; 2025Q1: 296,940 shares; 2025Q2: 336,809 shares; 2025Q3: 381,150 shares; 2025Q4: 400,386 shares; 2026Q1: 426,687 shares 426,687 $14.4M 0.52% +26,301 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,504 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308,233 shares; 2026Q1: 400,187 shares 400,187 $14.4M 0.52% +91,954 Timeline UCON 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: not reported; 2025Q4: 479,763 shares; 2026Q1: 580,959 shares 580,959 $14.3M 0.52% +101,196 Timeline QGRW 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: 199,837 shares; 2024Q4: 201,521 shares; 2025Q1: 246,654 shares; 2025Q2: 266,758 shares; 2025Q3: 257,369 shares; 2025Q4: 261,909 shares; 2026Q1: 277,406 shares 277,406 $14.2M 0.51% +15,497 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: 162,179 shares; 2024Q4: 188,456 shares; 2025Q1: 365,401 shares; 2025Q2: 389,677 shares; 2025Q3: 379,051 shares; 2025Q4: 385,494 shares; 2026Q1: 397,851 shares 397,851 $14M 0.51% +12,357 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 656 shares; 2025Q2: 9,195 shares; 2025Q3: 30,776 shares; 2025Q4: 75,908 shares; 2026Q1: 101,266 shares 101,266 $13.7M 0.5% +25,358 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: 18,047 shares; 2024Q4: 24,957 shares; 2025Q1: 21,929 shares; 2025Q2: 23,235 shares; 2025Q3: 30,754 shares; 2025Q4: 35,986 shares; 2026Q1: 38,242 shares 38,242 $13.6M 0.49% +2,256 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: 31,628 shares; 2024Q4: 33,570 shares; 2025Q1: 37,066 shares; 2025Q2: 37,715 shares; 2025Q3: 46,054 shares; 2025Q4: 53,621 shares; 2026Q1: 56,007 shares 56,007 $13.6M 0.49% +2,386 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: 24,691 shares; 2024Q4: 44,633 shares; 2025Q1: 44,199 shares; 2025Q2: 41,381 shares; 2025Q3: 44,959 shares; 2025Q4: 138,995 shares; 2026Q1: 164,517 shares 164,517 $12.9M 0.47% +25,522 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: 10,432 shares; 2024Q4: 10,360 shares; 2025Q1: 12,007 shares; 2025Q2: 11,711 shares; 2025Q3: 14,028 shares; 2025Q4: 32,085 shares; 2026Q1: 41,094 shares 41,094 $12.8M 0.46% +9,009 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: 7,666 shares; 2024Q4: 8,896 shares; 2025Q1: 9,410 shares; 2025Q2: 8,647 shares; 2025Q3: 11,467 shares; 2025Q4: 13,576 shares; 2026Q1: 13,989 shares 13,989 $12.4M 0.45% +413 Timeline CGMS 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: 151,850 shares; 2024Q4: 185,363 shares; 2025Q1: 393,161 shares; 2025Q2: 424,123 shares; 2025Q3: 443,590 shares; 2025Q4: 431,583 shares; 2026Q1: 455,538 shares 455,538 $12.3M 0.44% +23,955 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: 192,231 shares; 2025Q4: 272,943 shares; 2026Q1: 265,281 shares 265,281 $12.1M 0.44% -7,662 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: 43,552 shares; 2024Q4: 42,450 shares; 2025Q1: 44,421 shares; 2025Q2: 43,822 shares; 2025Q3: 45,432 shares; 2025Q4: 172,018 shares; 2026Q1: 168,970 shares 168,970 $11.7M 0.42% -3,048 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: 303,764 shares; 2025Q4: 361,584 shares; 2026Q1: 394,290 shares 394,290 $11.6M 0.42% +32,706 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,867 shares; 2024Q4: 32,097 shares; 2025Q1: 36,858 shares; 2025Q2: 33,147 shares; 2025Q3: 48,048 shares; 2025Q4: 58,872 shares; 2026Q1: 64,892 shares 64,892 $11.1M 0.4% +6,020 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,861 shares; 2024Q4: 210,955 shares; 2025Q1: 210,331 shares; 2025Q2: 217,729 shares; 2025Q3: 226,080 shares; 2025Q4: 241,815 shares; 2026Q1: 251,297 shares 251,297 $10.9M 0.39% +9,482 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: 31,411 shares; 2024Q4: 3,704 shares; 2025Q1: 6,100 shares; 2025Q2: 28,933 shares; 2025Q3: 91,333 shares; 2025Q4: 128,594 shares; 2026Q1: 159,239 shares 159,239 $10.7M 0.39% +30,645 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,911 shares; 2024Q4: 49,133 shares; 2025Q1: 48,122 shares; 2025Q2: 69,340 shares; 2025Q3: 89,415 shares; 2025Q4: 97,306 shares; 2026Q1: 96,303 shares 96,303 $10.2M 0.37% -1,003 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: 375 shares; 2024Q4: 675 shares; 2025Q1: 837 shares; 2025Q2: 1,274 shares; 2025Q3: 2,490 shares; 2025Q4: 34,017 shares; 2026Q1: 39,554 shares 39,554 $10M 0.36% +5,537 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 952 shares; 2025Q1: 163 shares; 2025Q2: 1,916 shares; 2025Q3: 1,622 shares; 2025Q4: 147,288 shares; 2026Q1: 171,701 shares 171,701 $10M 0.36% +24,413 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: 4,990 shares; 2024Q4: 5,880 shares; 2025Q1: 6,259 shares; 2025Q2: 6,005 shares; 2025Q3: 7,335 shares; 2025Q4: 9,440 shares; 2026Q1: 10,031 shares 10,031 $10M 0.36% +591 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: 39,132 shares; 2024Q4: 51,870 shares; 2025Q1: 54,521 shares; 2025Q2: 49,608 shares; 2025Q3: 65,414 shares; 2025Q4: 75,909 shares; 2026Q1: 80,089 shares 80,089 $9.89M 0.36% +4,180 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: 116,510 shares; 2024Q4: 122,174 shares; 2025Q1: 129,133 shares; 2025Q2: 124,147 shares; 2025Q3: 111,702 shares; 2025Q4: 134,136 shares; 2026Q1: 157,483 shares 157,483 $9.77M 0.35% +23,347 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,820 shares; 2024Q4: 146,384 shares; 2025Q1: 161,611 shares; 2025Q2: 181,105 shares; 2025Q3: 200,218 shares; 2025Q4: 220,863 shares; 2026Q1: 245,679 shares 245,679 $9.52M 0.34% +24,816 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: 6,075 shares; 2024Q4: 7,426 shares; 2025Q1: 67,177 shares; 2025Q2: 81,800 shares; 2025Q3: 89,346 shares; 2025Q4: 94,096 shares; 2026Q1: 97,805 shares 97,805 $9.26M 0.33% +3,709 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 374 shares; 2025Q2: 410 shares; 2025Q3: 1,373 shares; 2025Q4: 164,303 shares; 2026Q1: 184,559 shares 184,559 $9.19M 0.33% +20,256 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: 20,042 shares; 2024Q4: 23,804 shares; 2025Q1: 24,778 shares; 2025Q2: 22,950 shares; 2025Q3: 28,611 shares; 2025Q4: 29,783 shares; 2026Q1: 30,636 shares 30,636 $9.18M 0.33% +853 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: 9,334 shares; 2024Q4: 10,817 shares; 2025Q1: 13,333 shares; 2025Q2: 12,141 shares; 2025Q3: 12,093 shares; 2025Q4: 13,401 shares; 2026Q1: 155,582 shares 155,582 $9.1M 0.33% +142,181 Timeline CGCB 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: 128,034 shares; 2024Q4: 154,464 shares; 2025Q1: 256,461 shares; 2025Q2: 282,228 shares; 2025Q3: 349,652 shares; 2025Q4: 324,724 shares; 2026Q1: 345,851 shares 345,851 $9.06M 0.33% +21,127 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: 2,631 shares; 2024Q4: 10,053 shares; 2025Q1: 24,409 shares; 2025Q2: 19,644 shares; 2025Q3: 297,533 shares; 2025Q4: 300,942 shares; 2026Q1: 317,627 shares 317,627 $8.93M 0.32% +16,685 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: 116,864 shares; 2024Q4: 133,900 shares; 2025Q1: 182,966 shares; 2025Q2: 205,692 shares; 2025Q3: 199,208 shares; 2025Q4: 206,961 shares; 2026Q1: 183,726 shares 183,726 $8.61M 0.31% -23,235 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: 115,221 shares; 2024Q4: 129,588 shares; 2025Q1: 145,388 shares; 2025Q2: 169,565 shares; 2025Q3: 195,115 shares; 2025Q4: 210,628 shares; 2026Q1: 230,295 shares 230,295 $8.6M 0.31% +19,667 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 32,826 shares; 2025Q1: 40,558 shares; 2025Q2: 32,385 shares; 2025Q3: 68,933 shares; 2025Q4: 120,460 shares; 2026Q1: 159,537 shares 159,537 $8.58M 0.31% +39,077 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: 116,262 shares; 2024Q4: 112,016 shares; 2025Q1: 113,301 shares; 2025Q2: 114,821 shares; 2025Q3: 114,244 shares; 2025Q4: 115,425 shares; 2026Q1: 115,935 shares 115,935 $8.14M 0.29% +510 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: 19,229 shares; 2024Q4: 22,718 shares; 2025Q1: 25,096 shares; 2025Q2: 21,895 shares; 2025Q3: 30,240 shares; 2025Q4: 34,871 shares; 2026Q1: 36,739 shares 36,739 $7.83M 0.28% +1,868 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,697 shares; 2024Q4: 117,847 shares; 2025Q1: 139,391 shares; 2025Q2: 161,598 shares; 2025Q3: 190,164 shares; 2025Q4: 210,651 shares; 2026Q1: 240,674 shares 240,674 $7.73M 0.28% +30,023 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: 95,816 shares; 2024Q4: 130,926 shares; 2025Q1: 145,980 shares; 2025Q2: 145,641 shares; 2025Q3: 151,397 shares; 2025Q4: 151,701 shares; 2026Q1: 161,077 shares 161,077 $7.7M 0.28% +9,376 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: 18,272 shares; 2024Q4: 22,187 shares; 2025Q1: 23,219 shares; 2025Q2: 21,405 shares; 2025Q3: 29,887 shares; 2025Q4: 32,615 shares; 2026Q1: 35,557 shares 35,557 $7.49M 0.27% +2,942 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,586 shares; 2025Q1: 2,869 shares; 2025Q2: 2,117 shares; 2025Q3: 3,021 shares; 2025Q4: 30,113 shares; 2026Q1: 34,539 shares 34,539 $7.33M 0.26% +4,426 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: 87,939 shares; 2024Q4: 74,621 shares; 2025Q1: 75,513 shares; 2025Q2: 47,580 shares; 2025Q3: 67,130 shares; 2025Q4: 95,226 shares; 2026Q1: 130,729 shares 130,729 $7.28M 0.26% +35,503 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: 10,897 shares; 2024Q4: 12,623 shares; 2025Q1: 17,717 shares; 2025Q2: 20,075 shares; 2025Q3: 43,917 shares; 2025Q4: 96,728 shares; 2026Q1: 135,350 shares 135,350 $6.9M 0.25% +38,622 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: 3,825 shares; 2024Q4: 4,620 shares; 2025Q1: 5,066 shares; 2025Q2: 4,764 shares; 2025Q3: 6,319 shares; 2025Q4: 73,551 shares; 2026Q1: 71,554 shares 71,554 $6.65M 0.24% -1,997 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: 18,058 shares; 2025Q1: 22,434 shares; 2025Q2: 18,959 shares; 2025Q3: 24,635 shares; 2025Q4: 32,635 shares; 2026Q1: 32,736 shares 32,736 $6.54M 0.24% +101 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: 7,658 shares; 2024Q4: 9,112 shares; 2025Q1: 9,198 shares; 2025Q2: 8,644 shares; 2025Q3: 11,666 shares; 2025Q4: 12,624 shares; 2026Q1: 13,050 shares 13,050 $6.45M 0.23% +426 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: 340 shares; 2024Q4: 301 shares; 2025Q1: 600 shares; 2025Q2: 4,313 shares; 2025Q3: 22,756 shares; 2025Q4: 15,276 shares; 2026Q1: 15,472 shares 15,472 $6.36M 0.23% +196 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: 10,748 shares; 2024Q4: 16,065 shares; 2025Q1: 25,542 shares; 2025Q2: 43,804 shares; 2025Q3: 47,219 shares; 2025Q4: 72,899 shares; 2026Q1: 83,527 shares 83,527 $6.21M 0.22% +10,628 Timeline CGCP 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: 99,419 shares; 2024Q4: 123,668 shares; 2025Q1: 225,644 shares; 2025Q2: 246,400 shares; 2025Q3: 258,522 shares; 2025Q4: 262,291 shares; 2026Q1: 277,792 shares 277,792 $6.18M 0.22% +15,501 Timeline XNTK 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 1,114 shares; 2025Q4: 19,215 shares; 2026Q1: 25,072 shares 25,072 $6.12M 0.22% +5,857 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: 23,631 shares; 2024Q4: 30,852 shares; 2025Q1: 31,296 shares; 2025Q2: 29,946 shares; 2025Q3: 37,697 shares; 2025Q4: 38,284 shares; 2026Q1: 41,839 shares 41,839 $6.06M 0.22% +3,555 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: 41,452 shares; 2024Q4: 128,727 shares; 2025Q1: 178,692 shares; 2025Q2: 193,724 shares; 2025Q3: 201,141 shares; 2025Q4: 253,943 shares; 2026Q1: 198,416 shares 198,416 $6.05M 0.22% -55,527 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: 11,669 shares; 2024Q4: 13,051 shares; 2025Q1: 16,006 shares; 2025Q2: 12,734 shares; 2025Q3: 16,260 shares; 2025Q4: 17,103 shares; 2026Q1: 18,787 shares 18,787 $6.05M 0.22% +1,684 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: 69,720 shares; 2024Q4: 77,966 shares; 2025Q1: 128,788 shares; 2025Q2: 138,047 shares; 2025Q3: 136,815 shares; 2025Q4: 134,203 shares; 2026Q1: 144,629 shares 144,629 $6M 0.22% +10,426 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 94 shares; 2025Q4: 76,078 shares; 2026Q1: 87,714 shares 87,714 $5.83M 0.21% +11,636 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: 7,783 shares; 2024Q4: 10,788 shares; 2025Q1: 11,657 shares; 2025Q2: 10,509 shares; 2025Q3: 13,788 shares; 2025Q4: 16,392 shares; 2026Q1: 18,020 shares 18,020 $5.82M 0.21% +1,628 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: 25,951 shares; 2024Q4: 28,235 shares; 2025Q1: 33,353 shares; 2025Q2: 33,335 shares; 2025Q3: 39,345 shares; 2025Q4: 40,434 shares; 2026Q1: 43,626 shares 43,626 $5.8M 0.21% +3,192 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: 7,922 shares; 2024Q4: 5,540 shares; 2025Q1: 6,187 shares; 2025Q2: 15,758 shares; 2025Q3: 29,623 shares; 2025Q4: 43,466 shares; 2026Q1: 54,337 shares 54,337 $5.76M 0.21% +10,871 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: 49,872 shares; 2024Q4: 45,774 shares; 2025Q1: 56,455 shares; 2025Q2: 64,049 shares; 2025Q3: 79,137 shares; 2025Q4: 92,826 shares; 2026Q1: 59,810 shares 59,810 $5.63M 0.2% -33,016 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: 495 shares; 2024Q4: 17,585 shares; 2025Q1: 44,412 shares; 2025Q2: 53,505 shares; 2025Q3: 85,819 shares; 2025Q4: 147,240 shares; 2026Q1: 241,957 shares 241,957 $5.54M 0.2% +94,717 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 4,346 shares; 2025Q1: 5,293 shares; 2025Q2: 8,055 shares; 2025Q3: 9,295 shares; 2025Q4: 14,907 shares; 2026Q1: 19,368 shares 19,368 $5.44M 0.2% +4,461 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: 32,929 shares; 2024Q4: 38,411 shares; 2025Q1: 42,489 shares; 2025Q2: 40,231 shares; 2025Q3: 54,307 shares; 2025Q4: 65,225 shares; 2026Q1: 70,681 shares 70,681 $5.39M 0.19% +5,456 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: 35,279 shares; 2024Q4: 33,811 shares; 2025Q1: 36,181 shares; 2025Q2: 36,170 shares; 2025Q3: 55,652 shares; 2025Q4: 51,975 shares; 2026Q1: 57,898 shares 57,898 $5.31M 0.19% +5,923 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 1,656 shares; 2025Q2: 4,593 shares; 2025Q3: 29,033 shares; 2025Q4: 72,314 shares; 2026Q1: 105,664 shares 105,664 $5.28M 0.19% +33,350 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: 9,471 shares; 2024Q4: 11,313 shares; 2025Q1: 11,147 shares; 2025Q2: 10,262 shares; 2025Q3: 14,065 shares; 2025Q4: 15,625 shares; 2026Q1: 16,012 shares 16,012 $5.18M 0.19% +387 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: 3,859 shares; 2024Q4: 4,847 shares; 2025Q1: 5,139 shares; 2025Q2: 4,514 shares; 2025Q3: 6,399 shares; 2025Q4: 6,977 shares; 2026Q1: 7,750 shares 7,750 $5.17M 0.19% +773 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: 33,860 shares; 2024Q4: 44,321 shares; 2025Q1: 45,057 shares; 2025Q2: 42,774 shares; 2025Q3: 57,549 shares; 2025Q4: 63,369 shares; 2026Q1: 66,501 shares 66,501 $5.12M 0.19% +3,132 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: 383 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 1,796 shares; 2025Q3: 1,940 shares; 2025Q4: 140,798 shares; 2026Q1: 153,090 shares 153,090 $5.05M 0.18% +12,292 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: 50,150 shares; 2024Q4: 66,205 shares; 2025Q1: 74,556 shares; 2025Q2: 70,601 shares; 2025Q3: 88,226 shares; 2025Q4: 105,912 shares; 2026Q1: 106,782 shares 106,782 $5.04M 0.18% +870 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: 1,634 shares; 2024Q4: 1,720 shares; 2025Q1: 1,613 shares; 2025Q2: 2,450 shares; 2025Q3: 16,003 shares; 2025Q4: 17,716 shares; 2026Q1: 7,941 shares 7,941 $5.02M 0.18% -9,775 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: 3,880 shares; 2024Q4: 4,580 shares; 2025Q1: 4,490 shares; 2025Q2: 3,644 shares; 2025Q3: 4,829 shares; 2025Q4: 5,919 shares; 2026Q1: 6,204 shares 6,204 $5.01M 0.18% +285 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: 635 shares; 2024Q4: 321 shares; 2025Q1: 6,754 shares; 2025Q2: 17,997 shares; 2025Q3: 17,098 shares; 2025Q4: 46,735 shares; 2026Q1: 45,591 shares 45,591 $4.96M 0.18% -1,144 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,052 shares; 2024Q4: 16,056 shares; 2025Q1: 15,532 shares; 2025Q2: 19,038 shares; 2025Q3: 19,003 shares; 2025Q4: 19,560 shares; 2026Q1: 19,635 shares 19,635 $4.91M 0.18% +75 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,492 shares; 2025Q4: 159,558 shares; 2026Q1: 160,405 shares 160,405 $4.91M 0.18% +847 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: 101,520 shares; 2024Q4: 105,611 shares; 2025Q1: 98,845 shares; 2025Q2: 95,099 shares; 2025Q3: 100,977 shares; 2025Q4: 105,562 shares; 2026Q1: 109,876 shares 109,876 $4.86M 0.18% +4,314 Timeline WTV 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: 46,257 shares; 2025Q2: 47,958 shares; 2025Q3: 49,841 shares; 2025Q4: 50,906 shares; 2026Q1: 51,778 shares 51,778 $4.83M 0.17% +872 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: 12,089 shares; 2024Q4: 12,768 shares; 2025Q1: 13,457 shares; 2025Q2: 15,394 shares; 2025Q3: 20,620 shares; 2025Q4: 22,868 shares; 2026Q1: 24,103 shares 24,103 $4.73M 0.17% +1,235 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: 33,867 shares; 2024Q4: 35,925 shares; 2025Q1: 33,948 shares; 2025Q2: 26,864 shares; 2025Q3: 32,757 shares; 2025Q4: 36,892 shares; 2026Q1: 40,005 shares 40,005 $4.72M 0.17% +3,113 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 126,411 shares; 2025Q4: 143,345 shares; 2026Q1: 164,361 shares 164,361 $4.67M 0.17% +21,016 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: 8,760 shares; 2024Q4: 9,835 shares; 2025Q1: 10,028 shares; 2025Q2: 9,536 shares; 2025Q3: 12,280 shares; 2025Q4: 14,135 shares; 2026Q1: 14,962 shares 14,962 $4.62M 0.17% +827 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: 16,147 shares; 2024Q4: 19,766 shares; 2025Q1: 18,285 shares; 2025Q2: 19,726 shares; 2025Q3: 24,450 shares; 2025Q4: 26,597 shares; 2026Q1: 28,824 shares 28,824 $4.49M 0.16% +2,227 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: 130,213 shares; 2024Q4: 141,356 shares; 2025Q1: 132,124 shares; 2025Q2: 129,374 shares; 2025Q3: 133,540 shares; 2025Q4: 134,052 shares; 2026Q1: 129,994 shares 129,994 $4.48M 0.16% -4,058 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 10,630 shares; 2025Q1: 13,432 shares; 2025Q2: 12,955 shares; 2025Q3: 18,799 shares; 2025Q4: 21,565 shares; 2026Q1: 23,603 shares 23,603 $4.42M 0.16% +2,038 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,056 shares 57,056 $4.36M 0.16% new Timeline FLCB 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: 201,405 shares; 2025Q4: 230,062 shares; 2026Q1: 202,559 shares 202,559 $4.35M 0.16% -27,503 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,587 shares; 2024Q4: 40,105 shares; 2025Q1: 41,706 shares; 2025Q2: 41,068 shares; 2025Q3: 40,907 shares; 2025Q4: 44,602 shares; 2026Q1: 47,256 shares 47,256 $4.34M 0.16% +2,654 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: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: not reported; 2025Q3: 90,772 shares; 2025Q4: 108,233 shares; 2026Q1: 95,193 shares 95,193 $4.33M 0.16% -13,040 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 657 shares; 2025Q1: 235 shares; 2025Q2: 25,567 shares; 2025Q3: 2,209 shares; 2025Q4: 76,231 shares; 2026Q1: 81,788 shares 81,788 $4.29M 0.15% +5,557 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,060 shares; 2025Q1: 2,042 shares; 2025Q2: 1,730 shares; 2025Q3: 2,630 shares; 2025Q4: 12,981 shares; 2026Q1: 14,693 shares 14,693 $4.26M 0.15% +1,712 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: 108 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 98 shares; 2025Q3: 61 shares; 2025Q4: 65,815 shares; 2026Q1: 98,698 shares 98,698 $4.24M 0.15% +32,883 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: 74,393 shares; 2024Q4: 91,465 shares; 2025Q1: 95,197 shares; 2025Q2: 94,470 shares; 2025Q3: 121,069 shares; 2025Q4: 119,041 shares; 2026Q1: 145,491 shares 145,491 $4.19M 0.15% +26,450 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: 3,899 shares; 2024Q4: 3,811 shares; 2025Q1: 9,225 shares; 2025Q2: 48,308 shares; 2025Q3: 48,772 shares; 2025Q4: 58,452 shares; 2026Q1: 56,838 shares 56,838 $4.11M 0.15% -1,614 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 25,089 shares; 2025Q1: 26,166 shares; 2025Q2: 26,393 shares; 2025Q3: 26,727 shares; 2025Q4: 50,896 shares; 2026Q1: 52,839 shares 52,839 $4.06M 0.15% +1,943 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: 6,624 shares; 2024Q4: 7,553 shares; 2025Q1: 6,926 shares; 2025Q2: 7,692 shares; 2025Q3: 9,643 shares; 2025Q4: 11,032 shares; 2026Q1: 11,728 shares 11,728 $4.03M 0.15% +696 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: 791 shares; 2024Q4: 1,023 shares; 2025Q1: 2,103 shares; 2025Q2: 3,577 shares; 2025Q3: 19,336 shares; 2025Q4: 30,524 shares; 2026Q1: 19,067 shares 19,067 $3.99M 0.14% -11,457 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: 730 shares; 2024Q4: 1,793 shares; 2025Q1: 2,115 shares; 2025Q2: 2,190 shares; 2025Q3: 2,681 shares; 2025Q4: 2,986 shares; 2026Q1: 3,176 shares 3,176 $3.98M 0.14% +190 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 23 shares; 2025Q2: 29 shares; 2025Q3: 83 shares; 2025Q4: 1,810 shares; 2026Q1: 18,590 shares 18,590 $3.92M 0.14% +16,780 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: 4,853 shares; 2024Q4: 5,507 shares; 2025Q1: 8,782 shares; 2025Q2: 8,820 shares; 2025Q3: 6,364 shares; 2025Q4: 18,342 shares; 2026Q1: 18,514 shares 18,514 $3.9M 0.14% +172 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: 27,655 shares; 2024Q4: 32,798 shares; 2025Q1: 38,508 shares; 2025Q2: 36,336 shares; 2025Q3: 38,118 shares; 2025Q4: 40,605 shares; 2026Q1: 38,631 shares 38,631 $3.89M 0.14% -1,974 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: 5,716 shares; 2024Q4: 12,842 shares; 2025Q1: 15,581 shares; 2025Q2: 15,168 shares; 2025Q3: 21,723 shares; 2025Q4: 25,938 shares; 2026Q1: 27,708 shares 27,708 $3.81M 0.14% +1,770 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: 17,430 shares; 2024Q4: 18,840 shares; 2025Q1: 19,959 shares; 2025Q2: 17,495 shares; 2025Q3: 23,857 shares; 2025Q4: 25,854 shares; 2026Q1: 27,417 shares 27,417 $3.81M 0.14% +1,563 Timeline XSOE 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: 70,647 shares; 2024Q4: 72,690 shares; 2025Q1: 76,078 shares; 2025Q2: 77,764 shares; 2025Q3: 79,824 shares; 2025Q4: 99,079 shares; 2026Q1: 98,011 shares 98,011 $3.79M 0.14% -1,068 Timeline MUNI 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: 253 shares; 2025Q3: 20,128 shares; 2025Q4: 47,433 shares; 2026Q1: 72,541 shares 72,541 $3.78M 0.14% +25,108 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: 18,051 shares; 2024Q4: 23,929 shares; 2025Q1: 28,162 shares; 2025Q2: 24,695 shares; 2025Q3: 38,088 shares; 2025Q4: 44,113 shares; 2026Q1: 49,044 shares 49,044 $3.77M 0.14% +4,931 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: 17,341 shares; 2024Q4: 22,551 shares; 2025Q1: 25,714 shares; 2025Q2: 23,640 shares; 2025Q3: 29,020 shares; 2025Q4: 36,278 shares; 2026Q1: 38,791 shares 38,791 $3.76M 0.14% +2,513 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: 5,328 shares; 2024Q4: 7,040 shares; 2025Q1: 8,241 shares; 2025Q2: 6,805 shares; 2025Q3: 10,766 shares; 2025Q4: 13,100 shares; 2026Q1: 13,719 shares 13,719 $3.75M 0.14% +619 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: 204 shares; 2024Q4: 402 shares; 2025Q1: 25,519 shares; 2025Q2: 52,084 shares; 2025Q3: 41,325 shares; 2025Q4: 101,834 shares; 2026Q1: 155,326 shares 155,326 $3.72M 0.13% +53,492 Timeline DIVI 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: 94,619 shares; 2025Q4: 89,476 shares; 2026Q1: 95,223 shares 95,223 $3.68M 0.13% +5,747 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: 4,509 shares; 2024Q4: 4,964 shares; 2025Q1: 5,344 shares; 2025Q2: 4,678 shares; 2025Q3: 6,563 shares; 2025Q4: 5,956 shares; 2026Q1: 7,283 shares 7,283 $3.64M 0.13% +1,327 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: 8,371 shares; 2024Q4: 11,002 shares; 2025Q1: 10,517 shares; 2025Q2: 8,903 shares; 2025Q3: 15,258 shares; 2025Q4: 18,620 shares; 2026Q1: 22,026 shares 22,026 $3.63M 0.13% +3,406 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 47,165 shares; 2025Q1: 66,860 shares; 2025Q2: 76,111 shares; 2025Q3: 76,607 shares; 2025Q4: 78,974 shares; 2026Q1: 68,383 shares 68,383 $3.62M 0.13% -10,591 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: 348 shares; 2024Q4: 348 shares; 2025Q1: 3,069 shares; 2025Q2: 4,603 shares; 2025Q3: 5,051 shares; 2025Q4: 9,449 shares; 2026Q1: 10,409 shares 10,409 $3.61M 0.13% +960 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: 1,377 shares; 2024Q4: 2,035 shares; 2025Q1: 2,112 shares; 2025Q2: 1,930 shares; 2025Q3: 3,080 shares; 2025Q4: 3,971 shares; 2026Q1: 4,388 shares 4,388 $3.59M 0.13% +417 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,818 shares; 2024Q4: 10,662 shares; 2025Q1: 21,355 shares; 2025Q2: 23,233 shares; 2025Q3: 23,349 shares; 2025Q4: 25,044 shares; 2026Q1: 24,503 shares 24,503 $3.56M 0.13% -541 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: 1,819 shares; 2024Q4: 1,877 shares; 2025Q1: 1,879 shares; 2025Q2: 2,394 shares; 2025Q3: 2,376 shares; 2025Q4: 6,085 shares; 2026Q1: 6,372 shares 6,372 $3.56M 0.13% +287 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: 8,197 shares; 2024Q4: 9,962 shares; 2025Q1: 11,538 shares; 2025Q2: 10,098 shares; 2025Q3: 13,503 shares; 2025Q4: 14,374 shares; 2026Q1: 14,859 shares 14,859 $3.53M 0.13% +485 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: 9,557 shares; 2024Q4: 12,083 shares; 2025Q1: 13,093 shares; 2025Q2: 11,770 shares; 2025Q3: 16,973 shares; 2025Q4: 20,257 shares; 2026Q1: 22,195 shares 22,195 $3.52M 0.13% +1,938 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 10,922 shares; 2025Q2: 43,292 shares; 2025Q3: 45,874 shares; 2025Q4: 63,472 shares; 2026Q1: 62,077 shares 62,077 $3.5M 0.13% -1,395 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,665 shares; 2024Q4: 17,281 shares; 2025Q1: 30,919 shares; 2025Q2: 33,462 shares; 2025Q3: 39,126 shares; 2025Q4: 43,694 shares; 2026Q1: 50,141 shares 50,141 $3.46M 0.12% +6,447 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 284 shares; 2025Q1: 1,963 shares; 2025Q2: 9,576 shares; 2025Q3: 39,604 shares; 2025Q4: 52,647 shares; 2026Q1: 32,098 shares 32,098 $3.46M 0.12% -20,549 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 7,770 shares; 2025Q4: 72,541 shares; 2026Q1: 97,623 shares 97,623 $3.38M 0.12% +25,082 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: 9,901 shares; 2024Q4: 12,058 shares; 2025Q1: 14,718 shares; 2025Q2: 14,020 shares; 2025Q3: 16,959 shares; 2025Q4: 24,390 shares; 2026Q1: 25,543 shares 25,543 $3.36M 0.12% +1,153 Timeline FLMI 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: 88,941 shares; 2025Q4: 130,042 shares; 2026Q1: 135,023 shares 135,023 $3.34M 0.12% +4,981 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: 22,986 shares; 2024Q4: 26,490 shares; 2025Q1: 27,101 shares; 2025Q2: 23,123 shares; 2025Q3: 31,285 shares; 2025Q4: 34,661 shares; 2026Q1: 36,104 shares 36,104 $3.32M 0.12% +1,443 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: 15,225 shares; 2024Q4: 14,593 shares; 2025Q1: 13,487 shares; 2025Q2: 12,511 shares; 2025Q3: 16,305 shares; 2025Q4: 19,120 shares; 2026Q1: 21,155 shares 21,155 $3.32M 0.12% +2,035 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: 1,150 shares; 2024Q4: 1,364 shares; 2025Q1: 1,590 shares; 2025Q2: 1,583 shares; 2025Q3: 2,242 shares; 2025Q4: 2,240 shares; 2026Q1: 2,362 shares 2,362 $3.27M 0.12% +122 Timeline TOTL 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: 99,393 shares; 2024Q4: 92,673 shares; 2025Q1: 91,856 shares; 2025Q2: 87,737 shares; 2025Q3: 88,974 shares; 2025Q4: 92,277 shares; 2026Q1: 81,106 shares 81,106 $3.22M 0.12% -11,171 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,955 shares; 2025Q1: 9,281 shares; 2025Q2: 6,672 shares; 2025Q3: 8,808 shares; 2025Q4: 9,356 shares; 2026Q1: 10,606 shares 10,606 $3.21M 0.12% +1,250 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: 38,992 shares; 2024Q4: 43,568 shares; 2025Q1: 42,263 shares; 2025Q2: 43,323 shares; 2025Q3: 59,191 shares; 2025Q4: 58,600 shares; 2026Q1: 63,654 shares 63,654 $3.2M 0.12% +5,054 Timeline GSY 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: 41,202 shares; 2024Q4: 41,202 shares; 2025Q1: 41,202 shares; 2025Q2: 41,202 shares; 2025Q3: 41,202 shares; 2025Q4: 41,202 shares; 2026Q1: 63,508 shares 63,508 $3.18M 0.11% +22,306 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: 518 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 32,620 shares; 2026Q1: 32,366 shares 32,366 $3.13M 0.11% -254 Timeline VDC 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: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 13,888 shares 13,888 $3.11M 0.11% +13,178 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: 21,831 shares; 2024Q4: 13,791 shares; 2025Q1: 15,710 shares; 2025Q2: 26,553 shares; 2025Q3: 26,525 shares; 2025Q4: 27,798 shares; 2026Q1: 36,999 shares 36,999 $3.05M 0.11% +9,201 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: 19,374 shares; 2024Q4: 22,760 shares; 2025Q1: 22,636 shares; 2025Q2: 20,377 shares; 2025Q3: 27,663 shares; 2025Q4: 30,322 shares; 2026Q1: 29,785 shares 29,785 $3.03M 0.11% -537 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: 5,361 shares; 2024Q4: 7,156 shares; 2025Q1: 7,402 shares; 2025Q2: 6,423 shares; 2025Q3: 8,418 shares; 2025Q4: 10,304 shares; 2026Q1: 10,190 shares 10,190 $3.03M 0.11% -114 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: 157 shares; 2024Q4: 364 shares; 2025Q1: 1,011 shares; 2025Q2: 4,560 shares; 2025Q3: 16,612 shares; 2025Q4: 46,614 shares; 2026Q1: 75,576 shares 75,576 $3.02M 0.11% +28,962 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: 4,702 shares; 2024Q4: 5,000 shares; 2025Q1: 5,356 shares; 2025Q2: 3,835 shares; 2025Q3: 5,119 shares; 2025Q4: 5,980 shares; 2026Q1: 6,264 shares 6,264 $3.01M 0.11% +284 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: 6,993 shares; 2024Q4: 8,746 shares; 2025Q1: 9,098 shares; 2025Q2: 7,668 shares; 2025Q3: 9,545 shares; 2025Q4: 16,797 shares; 2026Q1: 16,232 shares 16,232 $3M 0.11% -565 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 92,225 shares; 2025Q3: 92,225 shares; 2025Q4: 90,796 shares; 2026Q1: 94,420 shares 94,420 $2.99M 0.11% +3,624 Timeline NBFC NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 49,739 shares; 2026Q1: 59,788 shares 59,788 $2.98M 0.11% +10,049 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS 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: 97,576 shares; 2025Q3: 97,576 shares; 2025Q4: 97,640 shares; 2026Q1: 97,237 shares 97,237 $2.97M 0.11% -403 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: 4,442 shares; 2024Q4: 4,911 shares; 2025Q1: 5,523 shares; 2025Q2: 5,030 shares; 2025Q3: 6,861 shares; 2025Q4: 7,612 shares; 2026Q1: 8,416 shares 8,416 $2.94M 0.11% +804 Timeline USMC 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: 11,153 shares; 2024Q4: 33,093 shares; 2025Q1: 44,476 shares; 2025Q2: 34,151 shares; 2025Q3: 52,795 shares; 2025Q4: 52,031 shares; 2026Q1: 46,610 shares 46,610 $2.91M 0.11% -5,421 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: 18,764 shares; 2024Q4: 24,545 shares; 2025Q1: 29,064 shares; 2025Q2: 23,265 shares; 2025Q3: 33,919 shares; 2025Q4: 35,888 shares; 2026Q1: 35,529 shares 35,529 $2.91M 0.1% -359 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: 15,744 shares; 2024Q4: 20,341 shares; 2025Q1: 20,397 shares; 2025Q2: 17,021 shares; 2025Q3: 22,854 shares; 2025Q4: 26,849 shares; 2026Q1: 27,097 shares 27,097 $2.91M 0.1% +248 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,314 shares; 2025Q4: 86,344 shares; 2026Q1: 95,741 shares 95,741 $2.9M 0.1% +9,397 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: 2,865 shares; 2024Q4: 3,468 shares; 2025Q1: 3,502 shares; 2025Q2: 3,167 shares; 2025Q3: 4,303 shares; 2025Q4: 4,566 shares; 2026Q1: 5,210 shares 5,210 $2.89M 0.1% +644 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: 7,809 shares; 2024Q4: 9,947 shares; 2025Q1: 11,878 shares; 2025Q2: 9,757 shares; 2025Q3: 14,250 shares; 2025Q4: 13,239 shares; 2026Q1: 15,095 shares 15,095 $2.81M 0.1% +1,856 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 157 shares; 2025Q1: 11,026 shares; 2025Q2: 14,631 shares; 2025Q3: 159 shares; 2025Q4: 26,214 shares; 2026Q1: 24,245 shares 24,245 $2.79M 0.1% -1,969 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: 6,289 shares; 2024Q4: 9,861 shares; 2025Q1: 10,819 shares; 2025Q2: 8,726 shares; 2025Q3: 13,663 shares; 2025Q4: 17,286 shares; 2026Q1: 20,414 shares 20,414 $2.78M 0.1% +3,128 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,293 shares; 2025Q1: 8,242 shares; 2025Q2: not reported; 2025Q3: 11,321 shares; 2025Q4: 19,447 shares; 2026Q1: 19,332 shares 19,332 $2.77M 0.1% -115 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: 2,622 shares; 2025Q1: 2,747 shares; 2025Q2: 2,413 shares; 2025Q3: 2,838 shares; 2025Q4: 3,000 shares; 2026Q1: 2,944 shares 2,944 $2.75M 0.1% -56 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: 466 shares; 2024Q4: 459 shares; 2025Q1: 3,133 shares; 2025Q2: 18,083 shares; 2025Q3: 38,505 shares; 2025Q4: 29,427 shares; 2026Q1: 48,493 shares 48,493 $2.7M 0.1% +19,066 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 10,919 shares; 2025Q1: 10,627 shares; 2025Q2: 9,862 shares; 2025Q3: 10,659 shares; 2025Q4: 12,700 shares; 2026Q1: 12,071 shares 12,071 $2.69M 0.1% -629 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 11,032 shares; 2025Q4: 17,698 shares; 2026Q1: 29,442 shares 29,442 $2.67M 0.1% +11,744 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: 5,454 shares; 2024Q4: 10,117 shares; 2025Q1: 11,538 shares; 2025Q2: 11,637 shares; 2025Q3: 14,328 shares; 2025Q4: 16,315 shares; 2026Q1: 17,483 shares 17,483 $2.63M 0.09% +1,168 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 2,421 shares; 2025Q3: 1,256 shares; 2025Q4: 24,531 shares; 2026Q1: 24,284 shares 24,284 $2.63M 0.09% -247 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 6,341 shares; 2025Q1: 6,332 shares; 2025Q2: 5,611 shares; 2025Q3: 7,679 shares; 2025Q4: 7,684 shares; 2026Q1: 7,995 shares 7,995 $2.61M 0.09% +311 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: 5,763 shares; 2024Q4: 7,797 shares; 2025Q1: 8,274 shares; 2025Q2: 6,206 shares; 2025Q3: 9,647 shares; 2025Q4: 10,350 shares; 2026Q1: 11,208 shares 11,208 $2.61M 0.09% +858 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: 1,004 shares; 2024Q4: 6,346 shares; 2025Q1: 6,867 shares; 2025Q2: 7,932 shares; 2025Q3: 15,332 shares; 2025Q4: 38,195 shares; 2026Q1: 55,436 shares 55,436 $2.61M 0.09% +17,241 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: 3,219 shares; 2024Q4: 3,904 shares; 2025Q1: 4,484 shares; 2025Q2: 4,662 shares; 2025Q3: 6,571 shares; 2025Q4: 7,163 shares; 2026Q1: 8,751 shares 8,751 $2.6M 0.09% +1,588 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: 6,068 shares; 2024Q4: 7,664 shares; 2025Q1: 8,592 shares; 2025Q2: 5,633 shares; 2025Q3: 7,533 shares; 2025Q4: 9,468 shares; 2026Q1: 9,947 shares 9,947 $2.6M 0.09% +479 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 4,035 shares; 2025Q3: 14,459 shares; 2025Q4: 33,799 shares; 2026Q1: 48,752 shares 48,752 $2.6M 0.09% +14,953 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: 15,414 shares; 2024Q4: 14,155 shares; 2025Q1: 16,834 shares; 2025Q2: 24,332 shares; 2025Q3: 14,543 shares; 2025Q4: 14,804 shares; 2026Q1: 13,880 shares 13,880 $2.59M 0.09% -924 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: 9,758 shares; 2024Q4: 10,608 shares; 2025Q1: 9,328 shares; 2025Q2: 8,354 shares; 2025Q3: 10,773 shares; 2025Q4: 12,269 shares; 2026Q1: 12,701 shares 12,701 $2.56M 0.09% +432 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 19,693 shares; 2025Q1: 21,155 shares; 2025Q2: 33,572 shares; 2025Q3: 29,934 shares; 2025Q4: 32,402 shares; 2026Q1: 38,957 shares 38,957 $2.56M 0.09% +6,555 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: 385 shares; 2024Q4: 451 shares; 2025Q1: 468 shares; 2025Q2: 454 shares; 2025Q3: 577 shares; 2025Q4: 653 shares; 2026Q1: 620 shares 620 $2.55M 0.09% -33 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 8,223 shares; 2025Q1: 8,223 shares; 2025Q2: 7,099 shares; 2025Q3: 6,878 shares; 2025Q4: 59,115 shares; 2026Q1: 58,237 shares 58,237 $2.55M 0.09% -878 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 15,919 shares; 2025Q1: 15,924 shares; 2025Q2: 12,951 shares; 2025Q3: 17,709 shares; 2025Q4: 19,260 shares; 2026Q1: 21,373 shares 21,373 $2.55M 0.09% +2,113 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,136 shares; 2024Q4: 40,143 shares; 2025Q1: 38,404 shares; 2025Q2: 39,282 shares; 2025Q3: 39,217 shares; 2025Q4: 39,217 shares; 2026Q1: 34,205 shares 34,205 $2.52M 0.09% -5,012 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,770 shares; 2025Q1: 5,909 shares; 2025Q2: 5,227 shares; 2025Q3: 6,463 shares; 2025Q4: 7,431 shares; 2026Q1: 7,703 shares 7,703 $2.51M 0.09% +272 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: 7,340 shares; 2024Q4: 8,064 shares; 2025Q1: 8,728 shares; 2025Q2: 6,620 shares; 2025Q3: 8,852 shares; 2025Q4: 9,642 shares; 2026Q1: 10,418 shares 10,418 $2.49M 0.09% +776 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: 5,946 shares; 2024Q4: 8,701 shares; 2025Q1: 7,425 shares; 2025Q2: 5,556 shares; 2025Q3: 7,581 shares; 2025Q4: 10,024 shares; 2026Q1: 11,151 shares 11,151 $2.49M 0.09% +1,127 Timeline IYH ISHARES 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: 42,513 shares; 2026Q1: 41,095 shares 41,095 $2.48M 0.09% -1,418 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: 4,716 shares; 2024Q4: 6,132 shares; 2025Q1: 6,772 shares; 2025Q2: 7,913 shares; 2025Q3: 11,214 shares; 2025Q4: 13,197 shares; 2026Q1: 13,885 shares 13,885 $2.47M 0.09% +688 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: 12,121 shares; 2024Q4: 19,041 shares; 2025Q1: 44,718 shares; 2025Q2: 57,726 shares; 2025Q3: 45,952 shares; 2025Q4: 46,596 shares; 2026Q1: 53,653 shares 53,653 $2.47M 0.09% +7,057 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,996 shares 66,996 $2.46M 0.09% new 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: 26,005 shares; 2024Q4: 26,163 shares; 2025Q1: 38,101 shares; 2025Q2: 39,445 shares; 2025Q3: 48,116 shares; 2025Q4: 54,883 shares; 2026Q1: 59,307 shares 59,307 $2.44M 0.09% +4,424 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: 3,998 shares; 2024Q4: 4,233 shares; 2025Q1: 4,545 shares; 2025Q2: 10,315 shares; 2025Q3: 10,702 shares; 2025Q4: 11,118 shares; 2026Q1: 11,611 shares 11,611 $2.41M 0.09% +493 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: 20,852 shares; 2024Q4: 24,088 shares; 2025Q1: 23,176 shares; 2025Q2: 24,108 shares; 2025Q3: 29,653 shares; 2025Q4: 30,133 shares; 2026Q1: 35,946 shares 35,946 $2.41M 0.09% +5,813 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,099 shares; 2024Q4: 26,442 shares; 2025Q1: 31,023 shares; 2025Q2: 39,821 shares; 2025Q3: 46,984 shares; 2025Q4: 73,174 shares; 2026Q1: 83,515 shares 83,515 $2.37M 0.09% +10,341 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: 13,271 shares; 2024Q4: 15,718 shares; 2025Q1: 16,310 shares; 2025Q2: 14,437 shares; 2025Q3: 16,553 shares; 2025Q4: 18,245 shares; 2026Q1: 19,244 shares 19,244 $2.37M 0.09% +999 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 66,266 shares; 2025Q4: 53,436 shares; 2026Q1: 46,443 shares 46,443 $2.36M 0.09% -6,993 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 49,628 shares; 2025Q1: 42,874 shares; 2025Q2: 39,899 shares; 2025Q3: 51,414 shares; 2025Q4: 51,130 shares; 2026Q1: 56,161 shares 56,161 $2.35M 0.08% +5,031 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: 14,308 shares; 2024Q4: 21,937 shares; 2025Q1: 22,689 shares; 2025Q2: 20,946 shares; 2025Q3: 28,131 shares; 2025Q4: 34,063 shares; 2026Q1: 39,356 shares 39,356 $2.35M 0.08% +5,293 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: 3,359 shares; 2024Q4: 4,032 shares; 2025Q1: 4,246 shares; 2025Q2: 3,775 shares; 2025Q3: 4,357 shares; 2025Q4: 5,135 shares; 2026Q1: 5,155 shares 5,155 $2.33M 0.08% +20 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: 15,762 shares; 2024Q4: 12,170 shares; 2025Q1: 15,928 shares; 2025Q2: 36,051 shares; 2025Q3: 59,652 shares; 2025Q4: 108,718 shares; 2026Q1: 132,953 shares 132,953 $2.33M 0.08% +24,235 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,216 shares; 2024Q4: 30,588 shares; 2025Q1: 31,031 shares; 2025Q2: 28,909 shares; 2025Q3: 29,146 shares; 2025Q4: 31,923 shares; 2026Q1: 33,838 shares 33,838 $2.32M 0.08% +1,915 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: 108,943 shares; 2024Q4: 75,605 shares; 2025Q1: 78,906 shares; 2025Q2: 79,582 shares; 2025Q3: 83,995 shares; 2025Q4: 88,633 shares; 2026Q1: 90,401 shares 90,401 $2.31M 0.08% +1,768 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 45 shares; 2025Q3: 14 shares; 2025Q4: 40,973 shares; 2026Q1: 45,337 shares 45,337 $2.29M 0.08% +4,364 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: 2,029 shares; 2024Q4: 2,769 shares; 2025Q1: 7,997 shares; 2025Q2: 11,614 shares; 2025Q3: 2,473 shares; 2025Q4: 26,921 shares; 2026Q1: 31,415 shares 31,415 $2.29M 0.08% +4,494 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: 920 shares; 2024Q4: 21,515 shares; 2025Q1: 20,936 shares; 2025Q2: 21,893 shares; 2025Q3: 22,843 shares; 2025Q4: 20,899 shares; 2026Q1: 18,729 shares 18,729 $2.26M 0.08% -2,170 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: 4,677 shares; 2024Q4: 6,138 shares; 2025Q1: 7,001 shares; 2025Q2: 6,567 shares; 2025Q3: 7,797 shares; 2025Q4: 8,536 shares; 2026Q1: 9,815 shares 9,815 $2.26M 0.08% +1,279 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: 12,759 shares; 2024Q4: 16,362 shares; 2025Q1: 16,708 shares; 2025Q2: 14,139 shares; 2025Q3: 19,602 shares; 2025Q4: 21,926 shares; 2026Q1: 23,783 shares 23,783 $2.24M 0.08% +1,857 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: 2,881 shares; 2024Q4: 3,134 shares; 2025Q1: 3,086 shares; 2025Q2: 3,285 shares; 2025Q3: 4,065 shares; 2025Q4: 21,350 shares; 2026Q1: 21,228 shares 21,228 $2.23M 0.08% -122 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: 6,548 shares; 2024Q4: 6,559 shares; 2025Q1: 13,699 shares; 2025Q2: 8,433 shares; 2025Q3: 9,770 shares; 2025Q4: 9,593 shares; 2026Q1: 9,550 shares 9,550 $2.2M 0.08% -43 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 7,566 shares; 2025Q1: 8,212 shares; 2025Q2: 7,277 shares; 2025Q3: 9,227 shares; 2025Q4: 9,436 shares; 2026Q1: 10,291 shares 10,291 $2.2M 0.08% +855 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 16,871 shares; 2025Q1: 17,094 shares; 2025Q2: 17,973 shares; 2025Q3: 20,740 shares; 2025Q4: 26,110 shares; 2026Q1: 27,434 shares 27,434 $2.18M 0.08% +1,324 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: 11,352 shares; 2024Q4: 14,580 shares; 2025Q1: 15,773 shares; 2025Q2: 13,592 shares; 2025Q3: 19,006 shares; 2025Q4: 20,943 shares; 2026Q1: 23,257 shares 23,257 $2.16M 0.08% +2,314 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: 3,198 shares; 2024Q4: 4,980 shares; 2025Q1: 4,505 shares; 2025Q2: 4,192 shares; 2025Q3: 5,059 shares; 2025Q4: 5,766 shares; 2026Q1: 6,730 shares 6,730 $2.15M 0.08% +964 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: 2,849 shares; 2024Q4: 3,495 shares; 2025Q1: 4,389 shares; 2025Q2: 7,459 shares; 2025Q3: 11,445 shares; 2025Q4: 15,848 shares; 2026Q1: 20,699 shares 20,699 $2.13M 0.08% +4,851 Timeline FLQM 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: 47,588 shares; 2025Q4: 39,471 shares; 2026Q1: 39,461 shares 39,461 $2.13M 0.08% -10 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: 11,475 shares; 2024Q4: 18,767 shares; 2025Q1: 20,294 shares; 2025Q2: 17,933 shares; 2025Q3: 22,225 shares; 2025Q4: 21,868 shares; 2026Q1: 24,519 shares 24,519 $2.13M 0.08% +2,651 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 6,506 shares; 2025Q1: 6,957 shares; 2025Q2: 6,354 shares; 2025Q3: 8,323 shares; 2025Q4: 8,145 shares; 2026Q1: 8,643 shares 8,643 $2.12M 0.08% +498 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: 5,630 shares; 2024Q4: 6,899 shares; 2025Q1: 6,863 shares; 2025Q2: 5,558 shares; 2025Q3: 7,606 shares; 2025Q4: 8,139 shares; 2026Q1: 8,252 shares 8,252 $2.11M 0.08% +113 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,670 shares; 2025Q1: 4,166 shares; 2025Q2: 4,075 shares; 2025Q3: 5,024 shares; 2025Q4: 5,685 shares; 2026Q1: 5,007 shares 5,007 $2.09M 0.08% -678 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: 46,745 shares; 2024Q4: 46,284 shares; 2025Q1: 34,768 shares; 2025Q2: 35,084 shares; 2025Q3: 35,580 shares; 2025Q4: 37,083 shares; 2026Q1: 41,428 shares 41,428 $2.09M 0.08% +4,345 Timeline FLHY 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: 46,604 shares; 2025Q4: 99,487 shares; 2026Q1: 86,856 shares 86,856 $2.08M 0.08% -12,631 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 10,103 shares; 2025Q1: 11,382 shares; 2025Q2: 10,899 shares; 2025Q3: 13,090 shares; 2025Q4: 12,820 shares; 2026Q1: 13,089 shares 13,089 $2.05M 0.07% +269 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: 10,621 shares; 2024Q4: 13,447 shares; 2025Q1: 17,388 shares; 2025Q2: 15,603 shares; 2025Q3: 18,980 shares; 2025Q4: 21,332 shares; 2026Q1: 22,086 shares 22,086 $2.05M 0.07% +754 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,310 shares; 2026Q1: 81,279 shares 81,279 $2.03M 0.07% -4,031 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: 10,439 shares 10,439 $2.02M 0.07% new 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: 54,576 shares; 2024Q4: 56,595 shares; 2025Q1: 58,132 shares; 2025Q2: 58,429 shares; 2025Q3: 60,094 shares; 2025Q4: 62,384 shares; 2026Q1: 60,374 shares 60,374 $2.02M 0.07% -2,010 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: 2,223 shares; 2024Q4: 2,604 shares; 2025Q1: 2,848 shares; 2025Q2: 2,463 shares; 2025Q3: 3,233 shares; 2025Q4: 3,985 shares; 2026Q1: 4,540 shares 4,540 $2.01M 0.07% +555 Timeline QSIG 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: 37,424 shares; 2024Q4: 35,311 shares; 2025Q1: 35,772 shares; 2025Q2: 36,069 shares; 2025Q3: 36,743 shares; 2025Q4: 40,249 shares; 2026Q1: 41,304 shares 41,304 $2M 0.07% +1,055 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: 13,685 shares; 2024Q4: 15,021 shares; 2025Q1: 16,450 shares; 2025Q2: 14,170 shares; 2025Q3: 19,275 shares; 2025Q4: 21,361 shares; 2026Q1: 23,270 shares 23,270 $2M 0.07% +1,909 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: 1,868 shares; 2024Q4: 800 shares; 2025Q1: 541 shares; 2025Q2: 907 shares; 2025Q3: 3,692 shares; 2025Q4: 10,003 shares; 2026Q1: 21,723 shares 21,723 $1.99M 0.07% +11,720 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: 18,788 shares; 2024Q4: 20,022 shares; 2025Q1: 16,992 shares; 2025Q2: 15,937 shares; 2025Q3: 25,427 shares; 2025Q4: 26,317 shares; 2026Q1: 27,068 shares 27,068 $1.96M 0.07% +751 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: 1,060 shares; 2024Q4: 1,297 shares; 2025Q1: 1,577 shares; 2025Q2: 1,345 shares; 2025Q3: 2,147 shares; 2025Q4: 2,143 shares; 2026Q1: 2,271 shares 2,271 $1.96M 0.07% +128 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,156 shares; 2025Q2: 8,567 shares; 2025Q3: 2,998 shares; 2025Q4: 4,189 shares; 2026Q1: 26,423 shares 26,423 $1.92M 0.07% +22,234 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: 9,965 shares; 2024Q4: 10,725 shares; 2025Q1: 14,895 shares; 2025Q2: 15,059 shares; 2025Q3: 20,385 shares; 2025Q4: 26,021 shares; 2026Q1: 27,185 shares 27,185 $1.91M 0.07% +1,164 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278 shares; 2026Q1: 39,370 shares 39,370 $1.9M 0.07% +39,092 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,774 shares; 2025Q1: 28,552 shares; 2025Q2: 28,964 shares; 2025Q3: 30,627 shares; 2025Q4: 33,822 shares; 2026Q1: 34,538 shares 34,538 $1.88M 0.07% +716 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: 3,011 shares; 2024Q4: 3,538 shares; 2025Q1: 3,972 shares; 2025Q2: 3,862 shares; 2025Q3: 4,804 shares; 2025Q4: 5,239 shares; 2026Q1: 4,366 shares 4,366 $1.87M 0.07% -873 Timeline PIEQ 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: 26,559 shares; 2025Q2: 36,366 shares; 2025Q3: 44,489 shares; 2025Q4: 54,495 shares; 2026Q1: 56,979 shares 56,979 $1.86M 0.07% +2,484 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 277 shares; 2025Q1: 209 shares; 2025Q2: 198 shares; 2025Q3: 476 shares; 2025Q4: 47,580 shares; 2026Q1: 47,609 shares 47,609 $1.86M 0.07% +29 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: 1,229 shares; 2024Q4: 1,389 shares; 2025Q1: 1,449 shares; 2025Q2: 1,237 shares; 2025Q3: 1,831 shares; 2025Q4: 2,043 shares; 2026Q1: 2,161 shares 2,161 $1.86M 0.07% +118 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,524 shares; 2025Q1: 10,772 shares; 2025Q2: 9,234 shares; 2025Q3: 13,544 shares; 2025Q4: 15,097 shares; 2026Q1: 15,968 shares 15,968 $1.85M 0.07% +871 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: 19,654 shares; 2024Q4: 20,661 shares; 2025Q1: 22,082 shares; 2025Q2: 22,901 shares; 2025Q3: 23,956 shares; 2025Q4: 27,926 shares; 2026Q1: 34,290 shares 34,290 $1.84M 0.07% +6,364 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: 4,384 shares; 2024Q4: 2,084 shares; 2025Q1: 2,428 shares; 2025Q2: 3,203 shares; 2025Q3: 5,214 shares; 2025Q4: 6,003 shares; 2026Q1: 5,821 shares 5,821 $1.84M 0.07% -182 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,294 shares; 2025Q1: 2,721 shares; 2025Q2: 2,348 shares; 2025Q3: 3,203 shares; 2025Q4: 3,591 shares; 2026Q1: 3,922 shares 3,922 $1.83M 0.07% +331 Timeline QHY 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: 32,110 shares; 2024Q4: 34,392 shares; 2025Q1: 35,111 shares; 2025Q2: 35,856 shares; 2025Q3: 36,996 shares; 2025Q4: 39,330 shares; 2026Q1: 40,485 shares 40,485 $1.82M 0.07% +1,155 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,970 shares; 2025Q4: 18,603 shares; 2026Q1: 36,647 shares 36,647 $1.82M 0.07% +18,044 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,917 shares; 2025Q1: 4,138 shares; 2025Q2: 4,817 shares; 2025Q3: 6,121 shares; 2025Q4: 6,537 shares; 2026Q1: 6,912 shares 6,912 $1.81M 0.07% +375 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: 2,595 shares; 2024Q4: 122 shares; 2025Q1: 236 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 21,940 shares; 2026Q1: 21,947 shares 21,947 $1.8M 0.07% +7 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: 10,006 shares; 2024Q4: 12,287 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 6,186 shares; 2025Q4: 14,036 shares; 2026Q1: 14,131 shares 14,131 $1.8M 0.07% +95 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 7,790 shares; 2025Q1: 8,144 shares; 2025Q2: 6,357 shares; 2025Q3: 8,754 shares; 2025Q4: 9,626 shares; 2026Q1: 9,768 shares 9,768 $1.8M 0.06% +142 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,655 shares; 2024Q4: 22,776 shares; 2025Q1: 23,226 shares; 2025Q2: 19,696 shares; 2025Q3: 27,116 shares; 2025Q4: 33,157 shares; 2026Q1: 34,855 shares 34,855 $1.8M 0.06% +1,698 Timeline FLOT ISHARES 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: 11,846 shares; 2025Q4: 18,233 shares; 2026Q1: 35,301 shares 35,301 $1.79M 0.06% +17,068 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 3,736 shares; 2025Q1: 3,567 shares; 2025Q2: 3,728 shares; 2025Q3: 4,998 shares; 2025Q4: 5,411 shares; 2026Q1: 5,901 shares 5,901 $1.76M 0.06% +490 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: 907 shares; 2024Q4: 1,275 shares; 2025Q1: 1,468 shares; 2025Q2: 1,506 shares; 2025Q3: 2,188 shares; 2025Q4: 2,400 shares; 2026Q1: 2,612 shares 2,612 $1.75M 0.06% +212 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,485 shares; 2025Q1: 1,423 shares; 2025Q2: 1,631 shares; 2025Q3: 2,378 shares; 2025Q4: 2,337 shares; 2026Q1: 3,278 shares 3,278 $1.75M 0.06% +941 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: 2,828 shares; 2024Q4: 4,754 shares; 2025Q1: 7,058 shares; 2025Q2: 29,389 shares; 2025Q3: 32,066 shares; 2025Q4: 32,994 shares; 2026Q1: 38,230 shares 38,230 $1.74M 0.06% +5,236 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,498 shares; 2024Q4: 32,942 shares; 2025Q1: 32,536 shares; 2025Q2: 30,101 shares; 2025Q3: 35,479 shares; 2025Q4: 35,382 shares; 2026Q1: 35,611 shares 35,611 $1.73M 0.06% +229 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: 1,676 shares; 2024Q4: 1,833 shares; 2025Q1: 2,080 shares; 2025Q2: 1,917 shares; 2025Q3: 2,914 shares; 2025Q4: 3,098 shares; 2026Q1: 3,381 shares 3,381 $1.73M 0.06% +283 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,977 shares; 2024Q4: 105,415 shares; 2025Q1: 98,982 shares; 2025Q2: 116,384 shares; 2025Q3: 131,564 shares; 2025Q4: 156,207 shares; 2026Q1: 160,444 shares 160,444 $1.72M 0.06% +4,237 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: 1,447 shares; 2024Q4: 2,181 shares; 2025Q1: 1,811 shares; 2025Q2: 1,520 shares; 2025Q3: 2,517 shares; 2025Q4: 2,590 shares; 2026Q1: 2,852 shares 2,852 $1.71M 0.06% +262 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: 6,032 shares; 2024Q4: 9,380 shares; 2025Q1: 14,356 shares; 2025Q2: 15,350 shares; 2025Q3: 22,281 shares; 2025Q4: 23,286 shares; 2026Q1: 24,413 shares 24,413 $1.71M 0.06% +1,127 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: 11,040 shares; 2024Q4: 10,678 shares; 2025Q1: 13,876 shares; 2025Q2: 16,078 shares; 2025Q3: 18,162 shares; 2025Q4: 17,441 shares; 2026Q1: 15,692 shares 15,692 $1.7M 0.06% -1,749 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,525 shares; 2025Q1: 1,642 shares; 2025Q2: 1,638 shares; 2025Q3: 1,674 shares; 2025Q4: 32,318 shares; 2026Q1: 34,006 shares 34,006 $1.7M 0.06% +1,688 Timeline VLU 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: 4,650 shares; 2024Q4: 4,855 shares; 2025Q1: 6,695 shares; 2025Q2: 8,072 shares; 2025Q3: 12,965 shares; 2025Q4: 11,689 shares; 2026Q1: 8,053 shares 8,053 $1.7M 0.06% -3,636 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: 7,848 shares; 2024Q4: 9,784 shares; 2025Q1: 11,407 shares; 2025Q2: 9,415 shares; 2025Q3: 13,416 shares; 2025Q4: 14,210 shares; 2026Q1: 13,308 shares 13,308 $1.69M 0.06% -902 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: 18,346 shares; 2024Q4: 19,901 shares; 2025Q1: 20,282 shares; 2025Q2: 22,020 shares; 2025Q3: 22,674 shares; 2025Q4: 25,662 shares; 2026Q1: 32,137 shares 32,137 $1.68M 0.06% +6,475 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: 19,389 shares; 2024Q4: 22,435 shares; 2025Q1: 22,270 shares; 2025Q2: 21,676 shares; 2025Q3: 28,727 shares; 2025Q4: 28,478 shares; 2026Q1: 28,582 shares 28,582 $1.66M 0.06% +104 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: 7,502 shares; 2024Q4: 9,125 shares; 2025Q1: 8,785 shares; 2025Q2: 7,346 shares; 2025Q3: 8,318 shares; 2025Q4: 8,740 shares; 2026Q1: 8,399 shares 8,399 $1.66M 0.06% -341 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: 24,266 shares; 2024Q4: 28,714 shares; 2025Q1: 29,055 shares; 2025Q2: 28,546 shares; 2025Q3: 30,287 shares; 2025Q4: 33,585 shares; 2026Q1: 39,401 shares 39,401 $1.66M 0.06% +5,816 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: 9,022 shares; 2024Q4: 9,971 shares; 2025Q1: 10,045 shares; 2025Q2: 5,959 shares; 2025Q3: 8,336 shares; 2025Q4: 9,670 shares; 2026Q1: 12,776 shares 12,776 $1.65M 0.06% +3,106 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,548 shares; 2024Q4: 57,204 shares; 2025Q1: 67,199 shares; 2025Q2: 72,421 shares; 2025Q3: 90,054 shares; 2025Q4: 97,819 shares; 2026Q1: 100,440 shares 100,440 $1.64M 0.06% +2,621 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,825 shares; 2026Q1: 79,758 shares 79,758 $1.63M 0.06% -67 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: 10,334 shares; 2024Q4: 10,553 shares; 2025Q1: 10,912 shares; 2025Q2: 15,427 shares; 2025Q3: 14,966 shares; 2025Q4: 16,581 shares; 2026Q1: 17,804 shares 17,804 $1.63M 0.06% +1,223 Timeline JVAL 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: 0 shares; 2025Q3: 1 shares; 2025Q4: 0 shares; 2026Q1: 34,276 shares 34,276 $1.63M 0.06% +34,276 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: 1,427 shares; 2024Q4: 2,226 shares; 2025Q1: 6,697 shares; 2025Q2: 8,840 shares; 2025Q3: 7,343 shares; 2025Q4: 15,495 shares; 2026Q1: 24,654 shares 24,654 $1.61M 0.06% +9,159 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,203 shares; 2024Q4: 17,426 shares; 2025Q1: 17,331 shares; 2025Q2: 17,957 shares; 2025Q3: 18,497 shares; 2025Q4: 25,109 shares; 2026Q1: 28,163 shares 28,163 $1.61M 0.06% +3,054 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,537 shares; 2025Q3: 59,461 shares; 2025Q4: 61,458 shares; 2026Q1: 61,382 shares 61,382 $1.6M 0.06% -76 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: 4,946 shares; 2024Q4: 5,843 shares; 2025Q1: 5,806 shares; 2025Q2: 5,071 shares; 2025Q3: 6,939 shares; 2025Q4: 7,277 shares; 2026Q1: 8,160 shares 8,160 $1.59M 0.06% +883 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: 12,455 shares; 2024Q4: 13,736 shares; 2025Q1: 14,062 shares; 2025Q2: 10,486 shares; 2025Q3: 15,244 shares; 2025Q4: 24,707 shares; 2026Q1: 31,191 shares 31,191 $1.59M 0.06% +6,484 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES 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: 94,051 shares 94,051 $1.58M 0.06% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 23,489 shares; 2025Q1: 28,575 shares; 2025Q2: 18,933 shares; 2025Q3: 32,688 shares; 2025Q4: 48,293 shares; 2026Q1: 56,738 shares 56,738 $1.58M 0.06% +8,445 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 3,804 shares; 2025Q4: 16,901 shares; 2026Q1: 32,857 shares 32,857 $1.57M 0.06% +15,956 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: 8,285 shares; 2024Q4: 9,179 shares; 2025Q1: 11,023 shares; 2025Q2: 18,269 shares; 2025Q3: 23,703 shares; 2025Q4: 27,427 shares; 2026Q1: 31,468 shares 31,468 $1.57M 0.06% +4,041 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: 1,905 shares; 2024Q4: 3,000 shares; 2025Q1: 3,136 shares; 2025Q2: 2,379 shares; 2025Q3: 8,867 shares; 2025Q4: 11,249 shares; 2026Q1: 12,174 shares 12,174 $1.57M 0.06% +925 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: 9,966 shares; 2024Q4: 29,904 shares; 2025Q1: 42,868 shares; 2025Q2: 30,772 shares; 2025Q3: 44,247 shares; 2025Q4: 53,684 shares; 2026Q1: 62,801 shares 62,801 $1.57M 0.06% +9,117 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: 3,784 shares; 2024Q4: 3,907 shares; 2025Q1: 3,109 shares; 2025Q2: 2,304 shares; 2025Q3: 3,046 shares; 2025Q4: 4,139 shares; 2026Q1: 4,551 shares 4,551 $1.56M 0.06% +412 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 5,352 shares; 2025Q1: 5,066 shares; 2025Q2: 5,637 shares; 2025Q3: 6,474 shares; 2025Q4: 6,763 shares; 2026Q1: 6,499 shares 6,499 $1.54M 0.06% -264 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: 1,478 shares; 2024Q4: 2,581 shares; 2025Q1: 2,650 shares; 2025Q2: 2,889 shares; 2025Q3: 3,583 shares; 2025Q4: 3,437 shares; 2026Q1: 3,512 shares 3,512 $1.54M 0.06% +75 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: 5,950 shares; 2024Q4: 5,647 shares; 2025Q1: 6,935 shares; 2025Q2: 7,407 shares; 2025Q3: 5,432 shares; 2025Q4: 6,779 shares; 2026Q1: 15,836 shares 15,836 $1.53M 0.06% +9,057 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 628 shares; 2025Q1: 11,485 shares; 2025Q2: 31,420 shares; 2025Q3: 32,716 shares; 2025Q4: 52,276 shares; 2026Q1: 62,775 shares 62,775 $1.53M 0.06% +10,499 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,659 shares; 2025Q1: 16,711 shares; 2025Q2: 10,496 shares; 2025Q3: 18,147 shares; 2025Q4: 19,257 shares; 2026Q1: 20,961 shares 20,961 $1.53M 0.06% +1,704 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 2,159 shares; 2025Q1: 2,780 shares; 2025Q2: 2,918 shares; 2025Q3: 4,058 shares; 2025Q4: 4,873 shares; 2026Q1: 5,188 shares 5,188 $1.51M 0.05% +315 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 26,949 shares; 2025Q1: 27,329 shares; 2025Q2: 23,434 shares; 2025Q3: 30,485 shares; 2025Q4: 34,870 shares; 2026Q1: 38,020 shares 38,020 $1.51M 0.05% +3,150 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: 5,377 shares; 2024Q4: 6,494 shares; 2025Q1: 6,975 shares; 2025Q2: 6,386 shares; 2025Q3: 8,560 shares; 2025Q4: 8,568 shares; 2026Q1: 8,641 shares 8,641 $1.51M 0.05% +73 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 8,530 shares; 2025Q1: 9,163 shares; 2025Q2: 7,997 shares; 2025Q3: 11,435 shares; 2025Q4: 12,825 shares; 2026Q1: 11,325 shares 11,325 $1.51M 0.05% -1,500 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: 11,365 shares; 2024Q4: 13,300 shares; 2025Q1: 13,281 shares; 2025Q2: 12,549 shares; 2025Q3: 14,831 shares; 2025Q4: 15,261 shares; 2026Q1: 17,477 shares 17,477 $1.5M 0.05% +2,216 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: 36,124 shares; 2024Q4: 38,608 shares; 2025Q1: 40,081 shares; 2025Q2: 39,827 shares; 2025Q3: 51,115 shares; 2025Q4: 45,352 shares; 2026Q1: 51,003 shares 51,003 $1.47M 0.05% +5,651 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 262 shares; 2025Q3: 779 shares; 2025Q4: 440 shares; 2026Q1: 20,050 shares 20,050 $1.47M 0.05% +19,610 Timeline IBTL ISHARES 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: 72,300 shares; 2026Q1: 72,236 shares 72,236 $1.47M 0.05% -64 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 12 shares; 2025Q3: 80 shares; 2025Q4: 2,465 shares; 2026Q1: 5,106 shares 5,106 $1.46M 0.05% +2,641 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: not reported; 2024Q4: not reported; 2025Q1: 4,356 shares; 2025Q2: 10,102 shares; 2025Q3: 10,845 shares; 2025Q4: 12,279 shares; 2026Q1: 10,649 shares 10,649 $1.46M 0.05% -1,630 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: 2,211 shares; 2024Q4: 2,802 shares; 2025Q1: 3,611 shares; 2025Q2: 3,278 shares; 2025Q3: 5,156 shares; 2025Q4: 5,949 shares; 2026Q1: 7,726 shares 7,726 $1.46M 0.05% +1,777 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,085 shares; 2024Q4: 42,309 shares; 2025Q1: 45,943 shares; 2025Q2: 44,278 shares; 2025Q3: 54,464 shares; 2025Q4: 65,259 shares; 2026Q1: 76,040 shares 76,040 $1.45M 0.05% +10,781 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 6,374 shares; 2025Q1: 6,770 shares; 2025Q2: 7,232 shares; 2025Q3: 8,762 shares; 2025Q4: 9,253 shares; 2026Q1: 8,553 shares 8,553 $1.44M 0.05% -700 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: 310 shares; 2024Q4: 320 shares; 2025Q1: 843 shares; 2025Q2: 982 shares; 2025Q3: 1,148 shares; 2025Q4: 10,514 shares; 2026Q1: 10,398 shares 10,398 $1.44M 0.05% -116 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,113 shares; 2025Q1: 2,552 shares; 2025Q2: 2,290 shares; 2025Q3: 3,011 shares; 2025Q4: 3,499 shares; 2026Q1: 3,300 shares 3,300 $1.43M 0.05% -199 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: 1,165 shares; 2024Q4: 1,520 shares; 2025Q1: 1,373 shares; 2025Q2: 1,292 shares; 2025Q3: 3,188 shares; 2025Q4: 4,047 shares; 2026Q1: 5,644 shares 5,644 $1.42M 0.05% +1,597 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,309 shares; 2025Q1: 3,672 shares; 2025Q2: 3,574 shares; 2025Q3: 5,292 shares; 2025Q4: 5,361 shares; 2026Q1: 5,483 shares 5,483 $1.42M 0.05% +122 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 16,777 shares; 2025Q3: 24,917 shares; 2025Q4: 39,646 shares; 2026Q1: 45,690 shares 45,690 $1.41M 0.05% +6,044 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 3,256 shares; 2025Q1: 3,285 shares; 2025Q2: 3,344 shares; 2025Q3: 4,526 shares; 2025Q4: 4,626 shares; 2026Q1: 5,163 shares 5,163 $1.4M 0.05% +537 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 1,484 shares; 2025Q2: 3,455 shares; 2025Q3: 4,417 shares; 2025Q4: 5,723 shares; 2026Q1: 7,566 shares 7,566 $1.4M 0.05% +1,843 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,961 shares; 2024Q4: 26,343 shares; 2025Q1: 38,746 shares; 2025Q2: 45,719 shares; 2025Q3: 58,126 shares; 2025Q4: 66,530 shares; 2026Q1: 68,442 shares 68,442 $1.39M 0.05% +1,912 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,966 shares; 2025Q1: 3,978 shares; 2025Q2: 3,773 shares; 2025Q3: 4,545 shares; 2025Q4: 4,878 shares; 2026Q1: 4,904 shares 4,904 $1.38M 0.05% +26 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: 4,776 shares; 2024Q4: 5,830 shares; 2025Q1: 6,115 shares; 2025Q2: 5,535 shares; 2025Q3: 7,344 shares; 2025Q4: 7,349 shares; 2026Q1: 6,690 shares 6,690 $1.37M 0.05% -659 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,724 shares; 2025Q1: 11,033 shares; 2025Q2: 11,178 shares; 2025Q3: 12,001 shares; 2025Q4: 13,039 shares; 2026Q1: 12,976 shares 12,976 $1.37M 0.05% -63 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: 15,023 shares; 2024Q4: 18,733 shares; 2025Q1: 19,895 shares; 2025Q2: 17,530 shares; 2025Q3: 23,579 shares; 2025Q4: 23,315 shares; 2026Q1: 21,744 shares 21,744 $1.37M 0.05% -1,571 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: 1,492 shares; 2024Q4: 1,533 shares; 2025Q1: 1,739 shares; 2025Q2: 1,798 shares; 2025Q3: 1,796 shares; 2025Q4: 2,952 shares; 2026Q1: 3,289 shares 3,289 $1.36M 0.05% +337 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,629 shares; 2024Q4: 19,502 shares; 2025Q1: 18,403 shares; 2025Q2: 13,216 shares; 2025Q3: 13,256 shares; 2025Q4: 15,503 shares; 2026Q1: 18,265 shares 18,265 $1.36M 0.05% +2,762 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: 1,244 shares; 2024Q4: 1,899 shares; 2025Q1: 1,940 shares; 2025Q2: 1,808 shares; 2025Q3: 3,361 shares; 2025Q4: 3,782 shares; 2026Q1: 3,994 shares 3,994 $1.36M 0.05% +212 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: not reported; 2024Q4: not reported; 2025Q1: 10,178 shares; 2025Q2: 49,062 shares; 2025Q3: 52,335 shares; 2025Q4: 56,604 shares; 2026Q1: 58,649 shares 58,649 $1.36M 0.05% +2,045 Timeline BWX 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: 387 shares; 2025Q2: 9,192 shares; 2025Q3: 20,037 shares; 2025Q4: 29,736 shares; 2026Q1: 62,479 shares 62,479 $1.36M 0.05% +32,743 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: 833 shares; 2024Q4: 1,294 shares; 2025Q1: 1,298 shares; 2025Q2: 1,014 shares; 2025Q3: 972 shares; 2025Q4: 987 shares; 2026Q1: 1,404 shares 1,404 $1.35M 0.05% +417 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,895 shares; 2025Q2: 26,022 shares; 2025Q3: 28,355 shares; 2025Q4: 29,358 shares; 2026Q1: 29,364 shares 29,364 $1.34M 0.05% +6 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 7,754 shares; 2025Q2: 21,626 shares; 2025Q3: 20,611 shares; 2025Q4: 20,876 shares; 2026Q1: 23,531 shares 23,531 $1.33M 0.05% +2,655 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 22,929 shares; 2025Q1: 21,808 shares; 2025Q2: 18,959 shares; 2025Q3: 21,469 shares; 2025Q4: 21,439 shares; 2026Q1: 21,860 shares 21,860 $1.33M 0.05% +421 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 4,364 shares; 2025Q1: 4,800 shares; 2025Q2: 4,357 shares; 2025Q3: 5,183 shares; 2025Q4: 6,198 shares; 2026Q1: 6,515 shares 6,515 $1.32M 0.05% +317 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,800 shares 13,800 $1.32M 0.05% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,720 shares; 2025Q1: 5,658 shares; 2025Q2: 5,068 shares; 2025Q3: 5,613 shares; 2025Q4: 6,193 shares; 2026Q1: 6,295 shares 6,295 $1.31M 0.05% +102 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,586 shares; 2024Q4: 21,077 shares; 2025Q1: 17,547 shares; 2025Q2: 15,537 shares; 2025Q3: 18,690 shares; 2025Q4: 15,115 shares; 2026Q1: 15,201 shares 15,201 $1.31M 0.05% +86 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: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,410 shares; 2025Q2: 1,411 shares; 2025Q3: 3,373 shares; 2025Q4: 16,201 shares; 2026Q1: 16,671 shares 16,671 $1.3M 0.05% +470 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: 22,202 shares; 2025Q3: 25,062 shares; 2025Q4: 26,534 shares; 2026Q1: 28,229 shares 28,229 $1.29M 0.05% +1,695 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: 17,624 shares; 2024Q4: 20,935 shares; 2025Q1: 21,030 shares; 2025Q2: 21,134 shares; 2025Q3: 23,094 shares; 2025Q4: 25,568 shares; 2026Q1: 27,068 shares 27,068 $1.29M 0.05% +1,500 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,636 shares; 2024Q4: 29,355 shares; 2025Q1: 39,166 shares; 2025Q2: 37,049 shares; 2025Q3: 37,281 shares; 2025Q4: 38,049 shares; 2026Q1: 38,000 shares 38,000 $1.29M 0.05% -49 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: 18,219 shares; 2024Q4: 19,943 shares; 2025Q1: 21,475 shares; 2025Q2: 18,524 shares; 2025Q3: 24,122 shares; 2025Q4: 27,427 shares; 2026Q1: 28,703 shares 28,703 $1.28M 0.05% +1,276 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 9,878 shares; 2025Q1: not reported; 2025Q2: 11,291 shares; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 18,168 shares 18,168 $1.27M 0.05% +18,129 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: 23,323 shares; 2025Q3: 24,002 shares; 2025Q4: 40,008 shares; 2026Q1: 35,531 shares 35,531 $1.25M 0.05% -4,477 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: 747 shares; 2024Q4: 1,036 shares; 2025Q1: 1,397 shares; 2025Q2: 1,515 shares; 2025Q3: 2,271 shares; 2025Q4: 2,843 shares; 2026Q1: 3,275 shares 3,275 $1.24M 0.04% +432 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: 172 shares; 2024Q4: 1,022 shares; 2025Q1: 1,015 shares; 2025Q2: 2,841 shares; 2025Q3: 3,766 shares; 2025Q4: 8,005 shares; 2026Q1: 14,627 shares 14,627 $1.24M 0.04% +6,622 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,636 shares; 2025Q1: 2,701 shares; 2025Q2: 2,747 shares; 2025Q3: 3,667 shares; 2025Q4: 3,963 shares; 2026Q1: 3,930 shares 3,930 $1.24M 0.04% -33 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,920 shares; 2024Q4: 11,462 shares; 2025Q1: 14,058 shares; 2025Q2: 13,418 shares; 2025Q3: 20,932 shares; 2025Q4: 25,564 shares; 2026Q1: 25,919 shares 25,919 $1.23M 0.04% +355 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: 3,330 shares; 2024Q4: 4,367 shares; 2025Q1: 4,423 shares; 2025Q2: 3,422 shares; 2025Q3: 5,502 shares; 2025Q4: 6,028 shares; 2026Q1: 6,084 shares 6,084 $1.23M 0.04% +56 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,837 shares; 2026Q1: 13,364 shares 13,364 $1.22M 0.04% -3,473 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: 1,014 shares; 2024Q4: 930 shares; 2025Q1: 1,422 shares; 2025Q2: 1,392 shares; 2025Q3: 1,729 shares; 2025Q4: 5,639 shares; 2026Q1: 5,043 shares 5,043 $1.21M 0.04% -596 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,452 shares; 2024Q4: 31,968 shares; 2025Q1: 36,055 shares; 2025Q2: 37,914 shares; 2025Q3: 47,544 shares; 2025Q4: 54,825 shares; 2026Q1: 59,618 shares 59,618 $1.2M 0.04% +4,793 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: 5,791 shares; 2024Q4: 8,525 shares; 2025Q1: 11,453 shares; 2025Q2: 12,023 shares; 2025Q3: 15,134 shares; 2025Q4: 15,674 shares; 2026Q1: 16,773 shares 16,773 $1.2M 0.04% +1,099 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: 50 shares; 2025Q4: 2,090 shares; 2026Q1: 2,628 shares 2,628 $1.19M 0.04% +538 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 15,853 shares; 2025Q1: 14,640 shares; 2025Q2: 11,062 shares; 2025Q3: 16,611 shares; 2025Q4: 18,194 shares; 2026Q1: 18,797 shares 18,797 $1.19M 0.04% +603 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,405 shares 25,405 $1.19M 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,279 shares; 2026Q1: 19,734 shares 19,734 $1.18M 0.04% +3,455 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 4,329 shares; 2025Q1: 4,120 shares; 2025Q2: 3,114 shares; 2025Q3: 5,360 shares; 2025Q4: 6,573 shares; 2026Q1: 7,664 shares 7,664 $1.18M 0.04% +1,091 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,880 shares; 2025Q1: 2,850 shares; 2025Q2: 2,568 shares; 2025Q3: 3,341 shares; 2025Q4: 3,726 shares; 2026Q1: 3,992 shares 3,992 $1.18M 0.04% +266 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,995 shares; 2025Q1: 5,435 shares; 2025Q2: 4,508 shares; 2025Q3: 5,679 shares; 2025Q4: 6,250 shares; 2026Q1: 4,891 shares 4,891 $1.18M 0.04% -1,359 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 5,508 shares; 2025Q1: 9,841 shares; 2025Q2: 9,910 shares; 2025Q3: 13,821 shares; 2025Q4: 15,011 shares; 2026Q1: 17,047 shares 17,047 $1.18M 0.04% +2,036 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,845 shares; 2025Q1: 4,755 shares; 2025Q2: 3,892 shares; 2025Q3: 6,852 shares; 2025Q4: 8,816 shares; 2026Q1: 9,258 shares 9,258 $1.17M 0.04% +442 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 106 shares; 2025Q1: 736 shares; 2025Q2: 1,870 shares; 2025Q3: 2,059 shares; 2025Q4: 2,950 shares; 2026Q1: 3,846 shares 3,846 $1.16M 0.04% +896 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 861 shares; 2025Q1: 1,087 shares; 2025Q2: 1,222 shares; 2025Q3: 1,712 shares; 2025Q4: 1,869 shares; 2026Q1: 2,003 shares 2,003 $1.15M 0.04% +134 Timeline PSC 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: 5,202 shares; 2024Q4: 6,704 shares; 2025Q1: 11,271 shares; 2025Q2: 18,590 shares; 2025Q3: 15,050 shares; 2025Q4: 18,768 shares; 2026Q1: 20,632 shares 20,632 $1.15M 0.04% +1,864 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 560 shares; 2025Q1: 573 shares; 2025Q2: 7,280 shares; 2025Q3: 11,199 shares; 2025Q4: 11,545 shares; 2026Q1: 12,457 shares 12,457 $1.15M 0.04% +912 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,880 shares; 2025Q1: 5,082 shares; 2025Q2: 5,436 shares; 2025Q3: 6,596 shares; 2025Q4: 5,604 shares; 2026Q1: 6,733 shares 6,733 $1.15M 0.04% +1,129 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE 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: 124,051 shares; 2025Q3: 85,399 shares; 2025Q4: 83,344 shares; 2026Q1: 82,366 shares 82,366 $1.15M 0.04% -978 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,193 shares; 2025Q1: 2,145 shares; 2025Q2: 2,622 shares; 2025Q3: 2,557 shares; 2025Q4: 3,160 shares; 2026Q1: 3,164 shares 3,164 $1.14M 0.04% +4 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,996 shares; 2025Q1: 2,905 shares; 2025Q2: 2,162 shares; 2025Q3: 3,965 shares; 2025Q4: 7,005 shares; 2026Q1: 10,164 shares 10,164 $1.13M 0.04% +3,159 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 12,780 shares; 2025Q1: 10,741 shares; 2025Q2: 10,005 shares; 2025Q3: 11,609 shares; 2025Q4: 11,747 shares; 2026Q1: 12,187 shares 12,187 $1.13M 0.04% +440 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: 3,135 shares; 2024Q4: 3,937 shares; 2025Q1: 5,004 shares; 2025Q2: 4,158 shares; 2025Q3: 6,092 shares; 2025Q4: 7,638 shares; 2026Q1: 8,577 shares 8,577 $1.12M 0.04% +939 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: 2,414 shares; 2024Q4: 3,358 shares; 2025Q1: 3,072 shares; 2025Q2: 3,685 shares; 2025Q3: 4,441 shares; 2025Q4: 4,913 shares; 2026Q1: 4,726 shares 4,726 $1.11M 0.04% -187 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: 10,752 shares; 2024Q4: 13,692 shares; 2025Q1: 14,482 shares; 2025Q2: 14,784 shares; 2025Q3: 17,234 shares; 2025Q4: 19,140 shares; 2026Q1: 16,193 shares 16,193 $1.11M 0.04% -2,947 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 11,946 shares; 2025Q1: 8,992 shares; 2025Q2: 8,516 shares; 2025Q3: 14,090 shares; 2025Q4: 14,883 shares; 2026Q1: 20,367 shares 20,367 $1.1M 0.04% +5,484 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 13,839 shares; 2025Q1: 9,153 shares; 2025Q2: 8,872 shares; 2025Q3: 13,020 shares; 2025Q4: 16,954 shares; 2026Q1: 18,754 shares 18,754 $1.09M 0.04% +1,800 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,637 shares; 2025Q1: 1,760 shares; 2025Q2: 1,192 shares; 2025Q3: 2,095 shares; 2025Q4: 2,388 shares; 2026Q1: 2,675 shares 2,675 $1.08M 0.04% +287 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: 2,132 shares; 2024Q4: 2,623 shares; 2025Q1: 2,693 shares; 2025Q2: 2,217 shares; 2025Q3: 3,506 shares; 2025Q4: 3,500 shares; 2026Q1: 3,687 shares 3,687 $1.08M 0.04% +187 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 32,727 shares; 2025Q1: 36,334 shares; 2025Q2: 42,450 shares; 2025Q3: 50,986 shares; 2025Q4: 52,807 shares; 2026Q1: 53,512 shares 53,512 $1.07M 0.04% +705 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: 7,097 shares; 2025Q3: 14,941 shares; 2025Q4: 26,977 shares; 2026Q1: 34,174 shares 34,174 $1.07M 0.04% +7,197 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,386 shares; 2024Q4: 102,468 shares; 2025Q1: 97,831 shares; 2025Q2: 99,306 shares; 2025Q3: 109,136 shares; 2025Q4: 122,368 shares; 2026Q1: 139,392 shares 139,392 $1.06M 0.04% +17,024 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: 628 shares; 2024Q4: 928 shares; 2025Q1: 1,228 shares; 2025Q2: 933 shares; 2025Q3: 931 shares; 2025Q4: 1,216 shares; 2026Q1: 7,395 shares 7,395 $1.06M 0.04% +6,179 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 22,544 shares; 2025Q1: 26,169 shares; 2025Q2: 27,727 shares; 2025Q3: 35,656 shares; 2025Q4: 41,049 shares; 2026Q1: 42,888 shares 42,888 $1.06M 0.04% +1,839 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 7,595 shares; 2025Q1: 7,236 shares; 2025Q2: 6,490 shares; 2025Q3: 6,874 shares; 2025Q4: 7,724 shares; 2026Q1: 8,707 shares 8,707 $1.03M 0.04% +983 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 14,217 shares; 2025Q1: 23,589 shares; 2025Q2: 22,372 shares; 2025Q3: 23,256 shares; 2025Q4: 33,385 shares; 2026Q1: 33,844 shares 33,844 $1.01M 0.04% +459 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,985 shares; 2026Q1: 29,441 shares 29,441 $1.01M 0.04% -2,544 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: 3,131 shares; 2024Q4: 2,445 shares; 2025Q1: 2,008 shares; 2025Q2: 1,579 shares; 2025Q3: 2,255 shares; 2025Q4: 2,502 shares; 2026Q1: 2,666 shares 2,666 $992K 0.04% +164 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: 4,111 shares; 2024Q4: 5,368 shares; 2025Q1: 6,201 shares; 2025Q2: 4,522 shares; 2025Q3: 6,697 shares; 2025Q4: 8,207 shares; 2026Q1: 8,572 shares 8,572 $987K 0.04% +365 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,386 shares; 2024Q4: 11,251 shares; 2025Q1: 19,487 shares; 2025Q2: 11,825 shares; 2025Q3: 21,984 shares; 2025Q4: 26,577 shares; 2026Q1: 36,242 shares 36,242 $982K 0.04% +9,665 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,789 shares; 2025Q1: 7,555 shares; 2025Q2: 7,572 shares; 2025Q3: 8,797 shares; 2025Q4: 10,251 shares; 2026Q1: 11,020 shares 11,020 $979K 0.04% +769 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 540 shares; 2025Q4: 6,022 shares; 2026Q1: 6,246 shares 6,246 $978K 0.04% +224 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,752 shares; 2025Q1: 2,959 shares; 2025Q2: 2,856 shares; 2025Q3: 3,769 shares; 2025Q4: 4,208 shares; 2026Q1: 4,879 shares 4,879 $969K 0.04% +671 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 9,303 shares; 2025Q1: 12,718 shares; 2025Q2: 17,329 shares; 2025Q3: 20,528 shares; 2025Q4: 22,587 shares; 2026Q1: 20,715 shares 20,715 $968K 0.03% -1,872 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 870 shares; 2025Q1: 2,007 shares; 2025Q2: 3,774 shares; 2025Q3: 3,691 shares; 2025Q4: 4,217 shares; 2026Q1: 4,208 shares 4,208 $965K 0.03% -9 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 12,426 shares; 2025Q1: 12,096 shares; 2025Q2: 10,880 shares; 2025Q3: 11,731 shares; 2025Q4: 12,825 shares; 2026Q1: 12,414 shares 12,414 $959K 0.03% -411 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 5,928 shares; 2025Q1: 6,911 shares; 2025Q2: 5,481 shares; 2025Q3: 10,302 shares; 2025Q4: 10,534 shares; 2026Q1: 11,533 shares 11,533 $957K 0.03% +999 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 2,689 shares; 2025Q1: 3,548 shares; 2025Q2: 5,814 shares; 2025Q3: 8,102 shares; 2025Q4: 9,469 shares; 2026Q1: 11,345 shares 11,345 $949K 0.03% +1,876 Timeline EPI 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: 20,230 shares; 2025Q2: 20,377 shares; 2025Q3: 21,609 shares; 2025Q4: 22,646 shares; 2026Q1: 23,977 shares 23,977 $949K 0.03% +1,331 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 1,011 shares; 2025Q3: 2,155 shares; 2025Q4: 2,323 shares; 2026Q1: 1,654 shares 1,654 $947K 0.03% -669 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,966 shares; 2024Q4: 36,622 shares; 2025Q1: 51,398 shares; 2025Q2: 47,289 shares; 2025Q3: 67,798 shares; 2025Q4: 81,313 shares; 2026Q1: 83,884 shares 83,884 $940K 0.03% +2,571 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 14,677 shares 14,677 $934K 0.03% +14,677 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,565 shares; 2024Q4: 19,869 shares; 2025Q1: 6,683 shares; 2025Q2: 8,375 shares; 2025Q3: 7,789 shares; 2025Q4: 7,441 shares; 2026Q1: 12,355 shares 12,355 $933K 0.03% +4,914 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 3,623 shares; 2025Q1: 3,946 shares; 2025Q2: 3,786 shares; 2025Q3: 5,667 shares; 2025Q4: 5,504 shares; 2026Q1: 6,204 shares 6,204 $930K 0.03% +700 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: 542 shares; 2024Q4: 586 shares; 2025Q1: 602 shares; 2025Q2: 479 shares; 2025Q3: 575 shares; 2025Q4: 829 shares; 2026Q1: 878 shares 878 $929K 0.03% +49 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: 4,909 shares; 2024Q4: 4,850 shares; 2025Q1: 4,075 shares; 2025Q2: 3,684 shares; 2025Q3: 4,369 shares; 2025Q4: 4,305 shares; 2026Q1: 4,177 shares 4,177 $926K 0.03% -128 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: 7,536 shares; 2024Q4: 11,301 shares; 2025Q1: 21,875 shares; 2025Q2: 19,515 shares; 2025Q3: 21,562 shares; 2025Q4: 25,277 shares; 2026Q1: 28,937 shares 28,937 $923K 0.03% +3,660 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 1,114 shares; 2025Q2: 2,423 shares; 2025Q3: 2,511 shares; 2025Q4: 3,683 shares; 2026Q1: 2,993 shares 2,993 $923K 0.03% -690 Timeline YLD 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: 6,710 shares; 2024Q4: 11,115 shares; 2025Q1: 25,996 shares; 2025Q2: 32,121 shares; 2025Q3: 31,638 shares; 2025Q4: 39,917 shares; 2026Q1: 48,882 shares 48,882 $916K 0.03% +8,965 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,148 shares; 2025Q1: 2,333 shares; 2025Q2: 2,210 shares; 2025Q3: 3,062 shares; 2025Q4: 3,162 shares; 2026Q1: 2,388 shares 2,388 $915K 0.03% -774 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: 2,042 shares; 2024Q4: 2,801 shares; 2025Q1: 3,064 shares; 2025Q2: 2,426 shares; 2025Q3: 4,120 shares; 2025Q4: 4,296 shares; 2026Q1: 4,974 shares 4,974 $907K 0.03% +678 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: 1,675 shares; 2024Q4: 2,441 shares; 2025Q1: 2,808 shares; 2025Q2: 2,377 shares; 2025Q3: 4,846 shares; 2025Q4: 6,548 shares; 2026Q1: 6,360 shares 6,360 $907K 0.03% -188 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,044 shares; 2024Q4: 44,496 shares; 2025Q1: 42,608 shares; 2025Q2: 38,973 shares; 2025Q3: 47,331 shares; 2025Q4: 53,716 shares; 2026Q1: 59,857 shares 59,857 $899K 0.03% +6,141 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 4,411 shares; 2025Q1: 2,820 shares; 2025Q2: 4,990 shares; 2025Q3: 7,885 shares; 2025Q4: 8,780 shares; 2026Q1: 9,266 shares 9,266 $895K 0.03% +486 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: 2,888 shares; 2024Q4: 3,444 shares; 2025Q1: 3,346 shares; 2025Q2: 2,200 shares; 2025Q3: 3,858 shares; 2025Q4: 4,207 shares; 2026Q1: 4,826 shares 4,826 $892K 0.03% +619 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,889 shares; 2025Q1: 6,983 shares; 2025Q2: 6,247 shares; 2025Q3: 9,855 shares; 2025Q4: 10,553 shares; 2026Q1: 11,236 shares 11,236 $890K 0.03% +683 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,524 shares; 2025Q1: 2,315 shares; 2025Q2: 1,611 shares; 2025Q3: 3,283 shares; 2025Q4: 4,178 shares; 2026Q1: 5,068 shares 5,068 $888K 0.03% +890 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,071 shares; 2024Q4: 17,920 shares; 2025Q1: 27,489 shares; 2025Q2: 17,417 shares; 2025Q3: 17,468 shares; 2025Q4: 17,447 shares; 2026Q1: 17,434 shares 17,434 $882K 0.03% -13 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: 1,672 shares; 2024Q4: 2,112 shares; 2025Q1: 2,346 shares; 2025Q2: 1,552 shares; 2025Q3: 2,729 shares; 2025Q4: 3,041 shares; 2026Q1: 3,366 shares 3,366 $880K 0.03% +325 Timeline PY 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: 8,528 shares; 2024Q4: 13,967 shares; 2025Q1: 21,764 shares; 2025Q2: 26,640 shares; 2025Q3: 20,321 shares; 2025Q4: 20,794 shares; 2026Q1: 17,237 shares 17,237 $874K 0.03% -3,557 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,830 shares; 2025Q4: 6,547 shares; 2026Q1: 18,958 shares 18,958 $871K 0.03% +12,411 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 23,184 shares; 2025Q1: 17,422 shares; 2025Q2: 15,282 shares; 2025Q3: 25,875 shares; 2025Q4: 26,763 shares; 2026Q1: 25,659 shares 25,659 $863K 0.03% -1,104 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: 5,528 shares; 2024Q4: 13,655 shares; 2025Q1: 30,738 shares; 2025Q2: 36,592 shares; 2025Q3: 34,452 shares; 2025Q4: 28,490 shares; 2026Q1: 32,383 shares 32,383 $861K 0.03% +3,893 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: 826 shares; 2024Q4: 828 shares; 2025Q1: 768 shares; 2025Q2: 6,377 shares; 2025Q3: 10,264 shares; 2025Q4: 11,935 shares; 2026Q1: 9,148 shares 9,148 $861K 0.03% -2,787 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: 535 shares; 2024Q4: 404 shares; 2025Q1: 3,695 shares; 2025Q2: 4,263 shares; 2025Q3: 5,263 shares; 2025Q4: 10,664 shares; 2026Q1: 11,274 shares 11,274 $858K 0.03% +610 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,131 shares; 2025Q1: 2,163 shares; 2025Q2: 2,014 shares; 2025Q3: 2,492 shares; 2025Q4: 3,093 shares; 2026Q1: 2,988 shares 2,988 $851K 0.03% -105 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: 635 shares; 2024Q4: 1,467 shares; 2025Q1: 1,608 shares; 2025Q2: 1,389 shares; 2025Q3: 1,941 shares; 2025Q4: 2,264 shares; 2026Q1: 2,410 shares 2,410 $840K 0.03% +146 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,122 shares; 2025Q1: 2,877 shares; 2025Q2: 3,328 shares; 2025Q3: 3,975 shares; 2025Q4: 3,188 shares; 2026Q1: 4,303 shares 4,303 $839K 0.03% +1,115 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: 926 shares; 2024Q4: 1,260 shares; 2025Q1: 1,266 shares; 2025Q2: 994 shares; 2025Q3: 1,643 shares; 2025Q4: 1,658 shares; 2026Q1: 1,961 shares 1,961 $837K 0.03% +303 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: 173 shares; 2024Q4: 200 shares; 2025Q1: 182 shares; 2025Q2: 136 shares; 2025Q3: 215 shares; 2025Q4: 214 shares; 2026Q1: 250 shares 250 $836K 0.03% +36 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,512 shares 7,512 $834K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,620 shares; 2025Q1: 2,278 shares; 2025Q2: 1,642 shares; 2025Q3: 2,499 shares; 2025Q4: 3,442 shares; 2026Q1: 3,998 shares 3,998 $829K 0.03% +556 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: 5,659 shares; 2024Q4: 8,410 shares; 2025Q1: 8,436 shares; 2025Q2: 5,893 shares; 2025Q3: 10,454 shares; 2025Q4: 12,620 shares; 2026Q1: 15,059 shares 15,059 $823K 0.03% +2,439 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 9,661 shares; 2025Q1: 11,493 shares; 2025Q2: 10,841 shares; 2025Q3: 13,690 shares; 2025Q4: 14,340 shares; 2026Q1: 16,718 shares 16,718 $821K 0.03% +2,378 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 20,548 shares; 2025Q1: 22,727 shares; 2025Q2: 31,279 shares; 2025Q3: 25,429 shares; 2025Q4: 6,025 shares; 2026Q1: 4,731 shares 4,731 $821K 0.03% -1,294 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 6,252 shares; 2025Q1: 6,307 shares; 2025Q2: 10,746 shares; 2025Q3: 15,978 shares; 2025Q4: 17,140 shares; 2026Q1: 18,105 shares 18,105 $817K 0.03% +965 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,516 shares; 2025Q1: 3,391 shares; 2025Q2: 2,939 shares; 2025Q3: 3,685 shares; 2025Q4: 3,949 shares; 2026Q1: 3,995 shares 3,995 $804K 0.03% +46 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 784 shares; 2025Q1: 765 shares; 2025Q2: 688 shares; 2025Q3: 1,033 shares; 2025Q4: 1,009 shares; 2026Q1: 1,119 shares 1,119 $799K 0.03% +110 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,660 shares; 2025Q1: 1,945 shares; 2025Q2: 1,843 shares; 2025Q3: 2,882 shares; 2025Q4: 3,545 shares; 2026Q1: 3,819 shares 3,819 $797K 0.03% +274 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,971 shares; 2024Q4: 80,761 shares; 2025Q1: 68,998 shares; 2025Q2: 62,019 shares; 2025Q3: 79,868 shares; 2025Q4: 90,619 shares; 2026Q1: 164,084 shares 164,084 $793K 0.03% +73,465 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,851 shares; 2025Q1: 3,469 shares; 2025Q2: 2,903 shares; 2025Q3: 3,142 shares; 2025Q4: 3,017 shares; 2026Q1: 2,831 shares 2,831 $782K 0.03% -186 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 9,377 shares; 2025Q1: 8,394 shares; 2025Q2: 6,815 shares; 2025Q3: 10,585 shares; 2025Q4: 10,747 shares; 2026Q1: 10,609 shares 10,609 $782K 0.03% -138 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,738 shares; 2025Q1: 2,273 shares; 2025Q2: 1,453 shares; 2025Q3: 2,617 shares; 2025Q4: 2,789 shares; 2026Q1: 3,148 shares 3,148 $781K 0.03% +359 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: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 8,511 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares; 2026Q1: 8,511 shares 8,511 $773K 0.03% 0 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: 4,574 shares; 2024Q4: 6,015 shares; 2025Q1: 6,154 shares; 2025Q2: 3,897 shares; 2025Q3: 5,775 shares; 2025Q4: 7,598 shares; 2026Q1: 8,118 shares 8,118 $771K 0.03% +520 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,867 shares; 2026Q1: 42,867 shares 42,867 $766K 0.03% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,539 shares; 2025Q1: 1,509 shares; 2025Q2: 1,185 shares; 2025Q3: 2,196 shares; 2025Q4: 2,102 shares; 2026Q1: 2,557 shares 2,557 $751K 0.03% +455 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 3,237 shares; 2025Q1: 3,090 shares; 2025Q2: 2,650 shares; 2025Q3: 3,733 shares; 2025Q4: 4,553 shares; 2026Q1: 4,823 shares 4,823 $746K 0.03% +270 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 4,429 shares; 2025Q1: 5,987 shares; 2025Q2: 4,718 shares; 2025Q3: 7,940 shares; 2025Q4: 8,941 shares; 2026Q1: 9,937 shares 9,937 $736K 0.03% +996 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 12,066 shares; 2025Q1: 12,756 shares; 2025Q2: 16,042 shares; 2025Q3: 17,201 shares; 2025Q4: 19,109 shares; 2026Q1: 22,136 shares 22,136 $725K 0.03% +3,027 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: 5,155 shares; 2024Q4: 6,396 shares; 2025Q1: 6,475 shares; 2025Q2: 5,835 shares; 2025Q3: 10,361 shares; 2025Q4: 11,393 shares; 2026Q1: 11,635 shares 11,635 $720K 0.03% +242 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: not reported; 2025Q4: 25,129 shares; 2026Q1: 28,334 shares 28,334 $715K 0.03% +3,205 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: 648 shares; 2024Q4: 1,240 shares; 2025Q1: 1,746 shares; 2025Q2: 1,338 shares; 2025Q3: 2,337 shares; 2025Q4: 2,630 shares; 2026Q1: 3,037 shares 3,037 $711K 0.03% +407 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 898 shares; 2026Q1: 1,062 shares 1,062 $710K 0.03% +164 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 13,319 shares; 2026Q1: 13,361 shares 13,361 $690K 0.02% +42 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 2,501 shares; 2025Q1: 2,729 shares; 2025Q2: 2,611 shares; 2025Q3: 3,629 shares; 2025Q4: 3,712 shares; 2026Q1: 4,057 shares 4,057 $684K 0.02% +345 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,488 shares; 2025Q1: 3,585 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,701 shares; 2026Q1: 3,379 shares 3,379 $677K 0.02% -322 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 2,551 shares; 2025Q1: 2,826 shares; 2025Q2: 2,486 shares; 2025Q3: 3,909 shares; 2025Q4: 4,277 shares; 2026Q1: 4,634 shares 4,634 $677K 0.02% +357 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 6,334 shares; 2025Q3: 12,552 shares; 2025Q4: 15,540 shares; 2026Q1: 7,523 shares 7,523 $672K 0.02% -8,017 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 635 shares; 2025Q1: 761 shares; 2025Q2: 806 shares; 2025Q3: 1,158 shares; 2025Q4: 1,130 shares; 2026Q1: 1,205 shares 1,205 $672K 0.02% +75 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 10,129 shares; 2025Q1: 13,033 shares; 2025Q2: 13,613 shares; 2025Q3: 27,297 shares; 2025Q4: 24,259 shares; 2026Q1: 27,979 shares 27,979 $670K 0.02% +3,720 Timeline PREF 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: 45,179 shares; 2024Q4: 55,109 shares; 2025Q1: 70,734 shares; 2025Q2: 60,010 shares; 2025Q3: 59,095 shares; 2025Q4: 47,286 shares; 2026Q1: 35,653 shares 35,653 $668K 0.02% -11,633 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: 1,403 shares; 2024Q4: 3,318 shares; 2025Q1: 14,927 shares; 2025Q2: 23,269 shares; 2025Q3: 3,179 shares; 2025Q4: 17,321 shares; 2026Q1: 17,290 shares 17,290 $666K 0.02% -31 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 1,108 shares; 2025Q1: 1,301 shares; 2025Q2: 1,015 shares; 2025Q3: 1,643 shares; 2025Q4: 2,137 shares; 2026Q1: 2,137 shares 2,137 $663K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,317 shares; 2025Q1: 1,370 shares; 2025Q2: 1,023 shares; 2025Q3: 1,544 shares; 2025Q4: 1,697 shares; 2026Q1: 1,946 shares 1,946 $662K 0.02% +249 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 3,232 shares; 2025Q1: 3,583 shares; 2025Q2: 4,921 shares; 2025Q3: 7,285 shares; 2025Q4: 7,210 shares; 2026Q1: 8,127 shares 8,127 $661K 0.02% +917 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 646 shares; 2025Q1: 638 shares; 2025Q2: 1,625 shares; 2025Q3: 2,378 shares; 2025Q4: 1,790 shares; 2026Q1: 1,814 shares 1,814 $658K 0.02% +24 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,653 shares; 2024Q4: 29,348 shares; 2025Q1: 29,615 shares; 2025Q2: 31,088 shares; 2025Q3: 37,070 shares; 2025Q4: 42,462 shares; 2026Q1: 45,827 shares 45,827 $656K 0.02% +3,365 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,501 shares; 2025Q1: 1,248 shares; 2025Q2: 3,363 shares; 2025Q3: 13,022 shares; 2025Q4: 14,222 shares; 2026Q1: 16,717 shares 16,717 $653K 0.02% +2,495 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 2,172 shares; 2025Q1: 1,862 shares; 2025Q2: 962 shares; 2025Q3: 2,183 shares; 2025Q4: 4,521 shares; 2026Q1: 4,416 shares 4,416 $652K 0.02% -105 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,763 shares; 2026Q1: 5,829 shares 5,829 $651K 0.02% +3,066 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: 14,046 shares; 2024Q4: 16,039 shares; 2025Q1: 18,784 shares; 2025Q2: 15,801 shares; 2025Q3: 17,556 shares; 2025Q4: 16,871 shares; 2026Q1: 16,806 shares 16,806 $649K 0.02% -65 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 4,630 shares; 2025Q1: 4,885 shares; 2025Q2: 3,287 shares; 2025Q3: 4,163 shares; 2025Q4: 2,593 shares; 2026Q1: 2,595 shares 2,595 $648K 0.02% +2 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,915 shares; 2025Q1: 3,800 shares; 2025Q2: 2,865 shares; 2025Q3: 5,208 shares; 2025Q4: 5,257 shares; 2026Q1: 5,731 shares 5,731 $645K 0.02% +474 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 9,198 shares; 2025Q3: 12,633 shares; 2025Q4: 14,396 shares; 2026Q1: 12,435 shares 12,435 $644K 0.02% -1,961 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 3,979 shares; 2025Q1: 5,405 shares; 2025Q2: 5,552 shares; 2025Q3: 5,481 shares; 2025Q4: 5,679 shares; 2026Q1: 5,836 shares 5,836 $641K 0.02% +157 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: 880 shares; 2024Q4: 952 shares; 2025Q1: 860 shares; 2025Q2: 553 shares; 2025Q3: 741 shares; 2025Q4: 709 shares; 2026Q1: 846 shares 846 $635K 0.02% +137 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,433 shares; 2025Q1: 1,605 shares; 2025Q2: 1,118 shares; 2025Q3: 2,350 shares; 2025Q4: 2,202 shares; 2026Q1: 1,945 shares 1,945 $630K 0.02% -257 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 3,755 shares; 2025Q1: 4,002 shares; 2025Q2: 2,774 shares; 2025Q3: 5,013 shares; 2025Q4: 5,737 shares; 2026Q1: 5,817 shares 5,817 $629K 0.02% +80 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 14,375 shares; 2025Q1: 14,479 shares; 2025Q2: 14,753 shares; 2025Q3: 14,556 shares; 2025Q4: 24,276 shares; 2026Q1: 23,904 shares 23,904 $625K 0.02% -372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,576 shares; 2026Q1: 24,521 shares 24,521 $608K 0.02% -4,055 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,406 shares 17,406 $607K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 767 shares; 2025Q1: 981 shares; 2025Q2: 828 shares; 2025Q3: 1,513 shares; 2025Q4: 1,426 shares; 2026Q1: 1,261 shares 1,261 $599K 0.02% -165 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,105 shares; 2025Q1: 5,006 shares; 2025Q2: 3,611 shares; 2025Q3: 5,392 shares; 2025Q4: 4,711 shares; 2026Q1: 5,136 shares 5,136 $598K 0.02% +425 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 959 shares; 2025Q1: 1,163 shares; 2025Q2: 981 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 2,206 shares 2,206 $595K 0.02% +336 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,938 shares; 2024Q4: 22,937 shares; 2025Q1: 21,576 shares; 2025Q2: 21,666 shares; 2025Q3: 30,170 shares; 2025Q4: 32,704 shares; 2026Q1: 30,565 shares 30,565 $593K 0.02% -2,139 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: 14,948 shares 14,948 $593K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,123 shares; 2025Q2: 7,357 shares; 2025Q3: 8,582 shares; 2025Q4: 13,352 shares; 2026Q1: 5,444 shares 5,444 $587K 0.02% -7,908 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: 9,030 shares; 2024Q4: 10,155 shares; 2025Q1: 10,432 shares; 2025Q2: 8,025 shares; 2025Q3: 11,011 shares; 2025Q4: 12,185 shares; 2026Q1: 11,446 shares 11,446 $587K 0.02% -739 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,726 shares; 2024Q4: 5,979 shares; 2025Q1: 4,399 shares; 2025Q2: 2,925 shares; 2025Q3: 5,620 shares; 2025Q4: 5,761 shares; 2026Q1: 6,543 shares 6,543 $576K 0.02% +782 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,378 shares; 2025Q1: 1,435 shares; 2025Q2: 864 shares; 2025Q3: 1,607 shares; 2025Q4: 2,757 shares; 2026Q1: 2,764 shares 2,764 $570K 0.02% +7 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 5,456 shares; 2025Q1: 5,756 shares; 2025Q2: 4,510 shares; 2025Q3: 8,194 shares; 2025Q4: 8,975 shares; 2026Q1: 10,473 shares 10,473 $569K 0.02% +1,498 Timeline