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: 445,130 shares; 2024Q4: 452,437 shares; 2025Q1: 491,191 shares; 2025Q2: 502,099 shares; 2025Q3: 512,585 shares; 2025Q4: 515,175 shares; 2026Q1: 533,080 shares 533,080 $34.2M 5.94% +17,905 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: 58,140 shares; 2024Q4: 58,084 shares; 2025Q1: 60,780 shares; 2025Q2: 60,704 shares; 2025Q3: 61,687 shares; 2025Q4: 63,254 shares; 2026Q1: 62,872 shares 62,872 $27.5M 4.78% -382 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: 41,190 shares; 2024Q4: 41,461 shares; 2025Q1: 42,328 shares; 2025Q2: 41,061 shares; 2025Q3: 40,916 shares; 2025Q4: 41,948 shares; 2026Q1: 41,455 shares 41,455 $27M 4.69% -493 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: 96,129 shares; 2024Q4: 100,574 shares; 2025Q1: 106,988 shares; 2025Q2: 109,505 shares; 2025Q3: 112,106 shares; 2025Q4: 111,969 shares; 2026Q1: 118,631 shares 118,631 $23.3M 4.05% +6,662 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: 34,638 shares; 2024Q4: 35,195 shares; 2025Q1: 35,491 shares; 2025Q2: 35,530 shares; 2025Q3: 35,730 shares; 2025Q4: 35,802 shares; 2026Q1: 35,716 shares 35,716 $20.6M 3.59% -86 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: 57,702 shares; 2024Q4: 57,534 shares; 2025Q1: 58,173 shares; 2025Q2: 58,542 shares; 2025Q3: 58,805 shares; 2025Q4: 58,555 shares; 2026Q1: 60,454 shares 60,454 $17.3M 3.02% +1,899 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: 31,127 shares; 2024Q4: 30,914 shares; 2025Q1: 28,705 shares; 2025Q2: 29,023 shares; 2025Q3: 25,692 shares; 2025Q4: 25,410 shares; 2026Q1: 26,150 shares 26,150 $17.1M 2.97% +740 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: 53,839 shares; 2024Q4: 54,216 shares; 2025Q1: 56,809 shares; 2025Q2: 57,874 shares; 2025Q3: 57,612 shares; 2025Q4: 52,610 shares; 2026Q1: 52,784 shares 52,784 $13.4M 2.33% +174 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: 175,697 shares; 2024Q4: 178,490 shares; 2025Q1: 189,711 shares; 2025Q2: 195,957 shares; 2025Q3: 204,889 shares; 2025Q4: 215,068 shares; 2026Q1: 234,069 shares 234,069 $12.7M 2.2% +19,001 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: 181,303 shares; 2024Q4: 178,798 shares; 2025Q1: 199,340 shares; 2025Q2: 210,665 shares; 2025Q3: 215,871 shares; 2025Q4: 227,821 shares; 2026Q1: 256,847 shares 256,847 $12.3M 2.15% +29,026 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: 111,816 shares; 2024Q4: 107,858 shares; 2025Q1: 117,054 shares; 2025Q2: 132,857 shares; 2025Q3: 135,309 shares; 2025Q4: 141,508 shares; 2026Q1: 154,771 shares 154,771 $12.1M 2.11% +13,263 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: 37,215 shares; 2024Q4: 37,345 shares; 2025Q1: 37,443 shares; 2025Q2: 37,497 shares; 2025Q3: 38,154 shares; 2025Q4: 37,993 shares; 2026Q1: 37,709 shares 37,709 $10.8M 1.89% -284 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: 134,756 shares; 2024Q4: 141,239 shares; 2025Q1: 161,122 shares; 2025Q2: 165,465 shares; 2025Q3: 170,660 shares; 2025Q4: 171,963 shares; 2026Q1: 188,785 shares 188,785 $9.43M 1.64% +16,822 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: 114,762 shares; 2024Q4: 117,621 shares; 2025Q1: 123,229 shares; 2025Q2: 126,505 shares; 2025Q3: 130,083 shares; 2025Q4: 130,541 shares; 2026Q1: 137,635 shares 137,635 $9.4M 1.63% +7,094 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: 26,253 shares; 2024Q4: 26,492 shares; 2025Q1: 28,066 shares; 2025Q2: 28,518 shares; 2025Q3: 29,510 shares; 2025Q4: 29,616 shares; 2026Q1: 31,898 shares 31,898 $8.35M 1.45% +2,282 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: 54,193 shares; 2024Q4: 59,959 shares; 2025Q1: 67,276 shares; 2025Q2: 71,036 shares; 2025Q3: 74,897 shares; 2025Q4: 77,949 shares; 2026Q1: 88,124 shares 88,124 $6.8M 1.18% +10,175 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: 34,122 shares; 2024Q4: 36,497 shares; 2025Q1: 39,848 shares; 2025Q2: 41,610 shares; 2025Q3: 45,609 shares; 2025Q4: 46,957 shares; 2026Q1: 45,920 shares 45,920 $6.8M 1.18% -1,037 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: 39,986 shares; 2024Q4: 39,925 shares; 2025Q1: 34,452 shares; 2025Q2: 34,775 shares; 2025Q3: 36,579 shares; 2025Q4: 36,335 shares; 2026Q1: 37,285 shares 37,285 $6.5M 1.13% +950 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: 53,638 shares; 2024Q4: 51,330 shares; 2025Q1: 60,335 shares; 2025Q2: 61,999 shares; 2025Q3: 66,305 shares; 2025Q4: 70,718 shares; 2026Q1: 89,260 shares 89,260 $6.14M 1.07% +18,542 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: 7,838 shares; 2024Q4: 7,982 shares; 2025Q1: 7,683 shares; 2025Q2: 9,321 shares; 2025Q3: 10,447 shares; 2025Q4: 10,418 shares; 2026Q1: 10,251 shares 10,251 $6.13M 1.07% -167 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: 87,303 shares; 2024Q4: 86,121 shares; 2025Q1: 97,424 shares; 2025Q2: 99,643 shares; 2025Q3: 104,052 shares; 2025Q4: 110,380 shares; 2026Q1: 127,838 shares 127,838 $6M 1.04% +17,458 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,388 shares; 2024Q4: 43,533 shares; 2025Q1: 48,150 shares; 2025Q2: 49,216 shares; 2025Q3: 52,769 shares; 2025Q4: 56,281 shares; 2026Q1: 68,704 shares 68,704 $5.72M 0.99% +12,423 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: 14,378 shares; 2024Q4: 14,655 shares; 2025Q1: 15,521 shares; 2025Q2: 15,119 shares; 2025Q3: 15,670 shares; 2025Q4: 14,927 shares; 2026Q1: 14,669 shares 14,669 $5.43M 0.94% -258 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,735 shares; 2024Q4: 70,082 shares; 2025Q1: 84,292 shares; 2025Q2: 111,571 shares; 2025Q3: 107,797 shares; 2025Q4: 117,907 shares; 2026Q1: 105,564 shares 105,564 $5.26M 0.92% -12,343 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: 19,100 shares; 2024Q4: 18,695 shares; 2025Q1: 18,652 shares; 2025Q2: 16,520 shares; 2025Q3: 17,174 shares; 2025Q4: 17,683 shares; 2026Q1: 18,053 shares 18,053 $3.76M 0.65% +370 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: 20,951 shares; 2024Q4: 22,238 shares; 2025Q1: 22,623 shares; 2025Q2: 22,953 shares; 2025Q3: 23,702 shares; 2025Q4: 23,810 shares; 2026Q1: 21,745 shares 21,745 $3.69M 0.64% -2,065 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: 39,912 shares; 2024Q4: 39,372 shares; 2025Q1: 37,065 shares; 2025Q2: 36,496 shares; 2025Q3: 35,526 shares; 2025Q4: 35,563 shares; 2026Q1: 34,294 shares 34,294 $3.31M 0.58% -1,269 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: 60,181 shares; 2024Q4: 60,239 shares; 2025Q1: 64,936 shares; 2025Q2: 60,961 shares; 2025Q3: 60,233 shares; 2025Q4: 59,264 shares; 2026Q1: 62,675 shares 62,675 $3.19M 0.55% +3,411 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: 16,743 shares; 2025Q2: 50,974 shares; 2025Q3: 73,939 shares; 2025Q4: 113,131 shares; 2026Q1: 118,229 shares 118,229 $3.1M 0.54% +5,098 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,636 shares; 2024Q4: 15,301 shares; 2025Q1: 15,277 shares; 2025Q2: 17,086 shares; 2025Q3: 16,846 shares; 2025Q4: 16,595 shares; 2026Q1: 19,741 shares 19,741 $3.06M 0.53% +3,146 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 8,477 shares 8,477 $3.04M 0.53% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,480 shares; 2025Q1: 6,471 shares; 2025Q2: 6,456 shares; 2025Q3: 6,513 shares; 2025Q4: 6,458 shares; 2026Q1: 6,858 shares 6,858 $2.95M 0.51% +400 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,354 shares; 2025Q1: 5,372 shares; 2025Q2: 5,395 shares; 2025Q3: 5,441 shares; 2025Q4: 5,478 shares; 2026Q1: 5,479 shares 5,479 $2.74M 0.48% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 6,587 shares 6,587 $2.62M 0.46% +6,290 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 6,255 shares; 2025Q1: 6,679 shares; 2025Q2: 6,812 shares; 2025Q3: 7,117 shares; 2025Q4: 7,316 shares; 2026Q1: 8,383 shares 8,383 $2.47M 0.43% +1,067 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: 6,254 shares; 2024Q4: 6,100 shares; 2025Q1: 8,099 shares; 2025Q2: 8,069 shares; 2025Q3: 10,083 shares; 2025Q4: 14,323 shares; 2026Q1: 11,601 shares 11,601 $2.45M 0.43% -2,722 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: 22,035 shares; 2024Q4: 23,584 shares; 2025Q1: 27,109 shares; 2025Q2: 31,504 shares; 2025Q3: 34,992 shares; 2025Q4: 41,233 shares; 2026Q1: 43,057 shares 43,057 $2.44M 0.42% +1,824 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: 6,944 shares; 2024Q4: 6,283 shares; 2025Q1: 7,555 shares; 2025Q2: 9,031 shares; 2025Q3: 8,632 shares; 2025Q4: 7,311 shares; 2026Q1: 7,217 shares 7,217 $2.44M 0.42% -94 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: 89,097 shares; 2024Q4: 72,111 shares; 2025Q1: 70,789 shares; 2025Q2: 70,455 shares; 2025Q3: 57,466 shares; 2025Q4: 49,476 shares; 2026Q1: 50,977 shares 50,977 $2.35M 0.41% +1,501 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: 25,546 shares; 2024Q4: 25,079 shares; 2025Q1: 24,143 shares; 2025Q2: 24,008 shares; 2025Q3: 20,465 shares; 2025Q4: 20,066 shares; 2026Q1: 20,748 shares 20,748 $2.35M 0.41% +682 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,934 shares; 2024Q4: 20,393 shares; 2025Q1: 20,587 shares; 2025Q2: 20,182 shares; 2025Q3: 20,370 shares; 2025Q4: 20,523 shares; 2026Q1: 20,729 shares 20,729 $2.35M 0.41% +206 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: 15,566 shares; 2024Q4: 15,357 shares; 2025Q1: 20,545 shares; 2025Q2: 20,925 shares; 2025Q3: 35,740 shares; 2025Q4: 41,491 shares; 2026Q1: 31,880 shares 31,880 $2.22M 0.39% -9,611 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: 22,331 shares; 2024Q4: 22,105 shares; 2025Q1: 21,972 shares; 2025Q2: 21,969 shares; 2025Q3: 22,042 shares; 2025Q4: 22,092 shares; 2026Q1: 22,098 shares 22,098 $2.17M 0.38% +6 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: 24,486 shares; 2024Q4: 23,475 shares; 2025Q1: 23,743 shares; 2025Q2: 28,303 shares; 2025Q3: 31,366 shares; 2025Q4: 39,593 shares; 2026Q1: 40,981 shares 40,981 $2.16M 0.38% +1,388 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: 41,280 shares; 2024Q4: 38,320 shares; 2025Q1: 36,656 shares; 2025Q2: 36,470 shares; 2025Q3: 44,334 shares; 2025Q4: 43,028 shares; 2026Q1: 35,106 shares 35,106 $2.04M 0.36% -7,922 Timeline PDP 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: 16,755 shares; 2024Q4: 16,760 shares; 2025Q1: 16,982 shares; 2025Q2: 16,763 shares; 2025Q3: 16,767 shares; 2025Q4: 16,767 shares; 2026Q1: 16,767 shares 16,767 $2.02M 0.35% 0 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: 32,425 shares; 2024Q4: 31,339 shares; 2025Q1: 36,382 shares; 2025Q2: 36,766 shares; 2025Q3: 35,958 shares; 2025Q4: 35,039 shares; 2026Q1: 37,968 shares 37,968 $2M 0.35% +2,929 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: 1,998 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,415 shares; 2025Q3: 2,412 shares; 2025Q4: 2,588 shares; 2026Q1: 2,843 shares 2,843 $1.98M 0.35% +255 Timeline IUS 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: 26,268 shares; 2024Q4: 36,883 shares; 2025Q1: 39,143 shares; 2025Q2: 37,330 shares; 2025Q3: 34,552 shares; 2025Q4: 33,987 shares; 2026Q1: 34,028 shares 34,028 $1.97M 0.34% +41 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: 2,315 shares; 2024Q4: 3,183 shares; 2025Q1: 2,433 shares; 2025Q2: 2,959 shares; 2025Q3: 5,824 shares; 2025Q4: 5,800 shares; 2026Q1: 6,100 shares 6,100 $1.96M 0.34% +300 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: 5,146 shares; 2024Q4: 5,924 shares; 2025Q1: 6,630 shares; 2025Q2: 6,316 shares; 2025Q3: 6,619 shares; 2025Q4: 6,513 shares; 2026Q1: 6,195 shares 6,195 $1.92M 0.33% -318 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 7,572 shares; 2025Q1: 8,012 shares; 2025Q2: 7,679 shares; 2025Q3: 8,092 shares; 2025Q4: 7,761 shares; 2026Q1: 7,705 shares 7,705 $1.92M 0.33% -56 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: 38,660 shares; 2024Q4: 37,691 shares; 2025Q1: 37,494 shares; 2025Q2: 37,292 shares; 2025Q3: 37,411 shares; 2025Q4: 38,787 shares; 2026Q1: 39,207 shares 39,207 $1.91M 0.33% +420 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: 32,531 shares; 2024Q4: 33,019 shares; 2025Q1: 42,111 shares; 2025Q2: 39,665 shares; 2025Q3: 40,177 shares; 2025Q4: 33,963 shares; 2026Q1: 37,600 shares 37,600 $1.88M 0.33% +3,637 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,107 shares; 2024Q4: 18,207 shares; 2025Q1: 17,999 shares; 2025Q2: 18,026 shares; 2025Q3: 18,026 shares; 2025Q4: 36,052 shares; 2026Q1: 36,038 shares 36,038 $1.87M 0.33% -14 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: 34,807 shares; 2024Q4: 34,991 shares; 2025Q1: 26,307 shares; 2025Q2: 26,016 shares; 2025Q3: 30,161 shares; 2025Q4: 26,643 shares; 2026Q1: 24,671 shares 24,671 $1.83M 0.32% -1,972 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: 30,653 shares; 2024Q4: 28,645 shares; 2025Q1: 37,441 shares; 2025Q2: 35,431 shares; 2025Q3: 37,056 shares; 2025Q4: 33,277 shares; 2026Q1: 36,036 shares 36,036 $1.82M 0.32% +2,759 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,715 shares; 2025Q1: 1,727 shares; 2025Q2: 1,744 shares; 2025Q3: 1,766 shares; 2025Q4: 1,779 shares; 2026Q1: 1,816 shares 1,816 $1.81M 0.31% +37 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 12,931 shares; 2025Q1: 12,988 shares; 2025Q2: 13,547 shares; 2025Q3: 13,462 shares; 2025Q4: 13,362 shares; 2026Q1: 13,307 shares 13,307 $1.79M 0.31% -55 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 5,527 shares; 2025Q1: 5,213 shares; 2025Q2: 5,195 shares; 2025Q3: 5,182 shares; 2025Q4: 4,965 shares; 2026Q1: 4,867 shares 4,867 $1.79M 0.31% -98 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: 3,381 shares; 2024Q4: 3,361 shares; 2025Q1: 3,011 shares; 2025Q2: 3,214 shares; 2025Q3: 3,282 shares; 2025Q4: 3,589 shares; 2026Q1: 3,101 shares 3,101 $1.77M 0.31% -488 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,741 shares 13,741 $1.75M 0.3% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,371 shares; 2024Q4: 21,557 shares; 2025Q1: 20,056 shares; 2025Q2: 19,087 shares; 2025Q3: 18,985 shares; 2025Q4: 17,411 shares; 2026Q1: 18,944 shares 18,944 $1.71M 0.3% +1,533 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: 6,558 shares; 2024Q4: 6,537 shares; 2025Q1: 5,763 shares; 2025Q2: 5,778 shares; 2025Q3: 5,831 shares; 2025Q4: 5,684 shares; 2026Q1: 5,661 shares 5,661 $1.71M 0.3% -23 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,862 shares; 2024Q4: 31,806 shares; 2025Q1: 33,693 shares; 2025Q2: 35,024 shares; 2025Q3: 33,576 shares; 2025Q4: 34,210 shares; 2026Q1: 33,573 shares 33,573 $1.7M 0.3% -637 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,312 shares; 2024Q4: 15,462 shares; 2025Q1: 15,030 shares; 2025Q2: 14,806 shares; 2025Q3: 14,530 shares; 2025Q4: 14,692 shares; 2026Q1: 16,508 shares 16,508 $1.69M 0.29% +1,816 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,284 shares; 2024Q4: 17,293 shares; 2025Q1: 17,730 shares; 2025Q2: 17,740 shares; 2025Q3: 17,890 shares; 2025Q4: 17,904 shares; 2026Q1: 18,043 shares 18,043 $1.68M 0.29% +139 Timeline VPU 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: 8,115 shares; 2024Q4: 8,092 shares; 2025Q1: 8,147 shares; 2025Q2: 8,258 shares; 2025Q3: 7,954 shares; 2025Q4: 8,089 shares; 2026Q1: 8,100 shares 8,100 $1.6M 0.28% +11 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: 1,773 shares; 2024Q4: 1,798 shares; 2025Q1: 1,987 shares; 2025Q2: 2,001 shares; 2025Q3: 2,049 shares; 2025Q4: 2,100 shares; 2026Q1: 2,136 shares 2,136 $1.51M 0.26% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,186 shares 5,186 $1.47M 0.26% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,663 shares; 2025Q1: 5,697 shares; 2025Q2: 6,034 shares; 2025Q3: 6,410 shares; 2025Q4: 6,522 shares; 2026Q1: 6,826 shares 6,826 $1.47M 0.26% +304 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: 10,205 shares; 2024Q4: 10,212 shares; 2025Q1: 10,203 shares; 2025Q2: 10,165 shares; 2025Q3: 10,175 shares; 2025Q4: 10,205 shares; 2026Q1: 10,212 shares 10,212 $1.45M 0.25% +7 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: 2,904 shares; 2024Q4: 2,725 shares; 2025Q1: 3,840 shares; 2025Q2: 2,797 shares; 2025Q3: 2,918 shares; 2025Q4: 3,074 shares; 2026Q1: 2,945 shares 2,945 $1.41M 0.25% -129 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,603 shares; 2024Q4: 7,608 shares; 2025Q1: 6,710 shares; 2025Q2: 3,959 shares; 2025Q3: 3,746 shares; 2025Q4: 3,681 shares; 2026Q1: 3,638 shares 3,638 $1.39M 0.24% -43 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: 2,605 shares; 2024Q4: 2,176 shares; 2025Q1: 2,324 shares; 2025Q2: 2,557 shares; 2025Q3: 2,673 shares; 2025Q4: 2,826 shares; 2026Q1: 3,004 shares 3,004 $1.39M 0.24% +178 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,592 shares; 2025Q4: 11,768 shares; 2026Q1: 12,018 shares 12,018 $1.38M 0.24% +250 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 5,583 shares; 2025Q1: 5,469 shares; 2025Q2: 5,411 shares; 2025Q3: 5,458 shares; 2025Q4: 15,446 shares; 2026Q1: 15,453 shares 15,453 $1.37M 0.24% +7 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: not reported; 2025Q2: not reported; 2025Q3: 11,442 shares; 2025Q4: 11,593 shares; 2026Q1: 12,032 shares 12,032 $1.35M 0.23% +439 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: 1,435 shares; 2024Q4: 4,326 shares; 2025Q1: 4,426 shares; 2025Q2: 5,812 shares; 2025Q3: 5,055 shares; 2025Q4: 5,563 shares; 2026Q1: 5,580 shares 5,580 $1.34M 0.23% +17 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,152 shares; 2025Q4: 6,580 shares; 2026Q1: 9,590 shares 9,590 $1.3M 0.23% +3,010 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: 38,210 shares; 2024Q4: 35,568 shares; 2025Q1: 34,305 shares; 2025Q2: 33,126 shares; 2025Q3: 30,795 shares; 2025Q4: 30,983 shares; 2026Q1: 30,936 shares 30,936 $1.27M 0.22% -47 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: 6,977 shares; 2024Q4: 7,879 shares; 2025Q1: 7,605 shares; 2025Q2: 7,563 shares; 2025Q3: 7,686 shares; 2025Q4: 7,913 shares; 2026Q1: 10,117 shares 10,117 $1.26M 0.22% +2,204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,758 shares; 2026Q1: 24,758 shares 24,758 $1.25M 0.22% 0 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: 9,934 shares; 2024Q4: 10,309 shares; 2025Q1: 10,175 shares; 2025Q2: 11,099 shares; 2025Q3: 11,156 shares; 2025Q4: 11,197 shares; 2026Q1: 9,853 shares 9,853 $1.22M 0.21% -1,344 Timeline OUSA 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: 22,284 shares; 2024Q4: 22,397 shares; 2025Q1: 22,635 shares; 2025Q2: 23,286 shares; 2025Q3: 22,087 shares; 2025Q4: 22,115 shares; 2026Q1: 21,976 shares 21,976 $1.22M 0.21% -139 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: 13,674 shares; 2024Q4: 14,833 shares; 2025Q1: 14,770 shares; 2025Q2: 13,758 shares; 2025Q3: 13,758 shares; 2025Q4: 13,447 shares; 2026Q1: 12,479 shares 12,479 $1.21M 0.21% -968 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,818 shares; 2024Q4: 20,768 shares; 2025Q1: 19,711 shares; 2025Q2: 23,101 shares; 2025Q3: 20,805 shares; 2025Q4: 23,364 shares; 2026Q1: 21,176 shares 21,176 $1.2M 0.21% -2,188 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: 3,148 shares; 2024Q4: 3,049 shares; 2025Q1: 3,040 shares; 2025Q2: 3,048 shares; 2025Q3: 2,926 shares; 2025Q4: 1,888 shares; 2026Q1: 4,822 shares 4,822 $1.19M 0.21% +2,934 Timeline TBLL 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: 6,094 shares; 2024Q4: 7,664 shares; 2025Q1: 8,529 shares; 2025Q2: 9,191 shares; 2025Q3: 9,076 shares; 2025Q4: 7,876 shares; 2026Q1: 11,106 shares 11,106 $1.17M 0.2% +3,230 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: 3,490 shares; 2024Q4: 3,504 shares; 2025Q1: 3,389 shares; 2025Q2: 3,394 shares; 2025Q3: 3,396 shares; 2025Q4: 3,534 shares; 2026Q1: 3,521 shares 3,521 $1.16M 0.2% -13 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: 6,000 shares; 2024Q4: 5,962 shares; 2025Q1: 5,819 shares; 2025Q2: 5,960 shares; 2025Q3: 6,317 shares; 2025Q4: 5,930 shares; 2026Q1: 5,994 shares 5,994 $1.16M 0.2% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: 2,994 shares; 2026Q1: 10,892 shares 10,892 $1.16M 0.2% +7,898 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: 1,995 shares; 2024Q4: not reported; 2025Q1: 7,086 shares; 2025Q2: 6,959 shares; 2025Q3: 11,234 shares; 2025Q4: 10,990 shares; 2026Q1: 11,426 shares 11,426 $1.15M 0.2% +436 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 7,231 shares; 2025Q1: 8,681 shares; 2025Q2: 7,866 shares; 2025Q3: 7,778 shares; 2025Q4: 17,733 shares; 2026Q1: 24,965 shares 24,965 $1.15M 0.2% +7,232 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: 4,637 shares; 2024Q4: 4,819 shares; 2025Q1: 4,600 shares; 2025Q2: 4,665 shares; 2025Q3: 4,745 shares; 2025Q4: 4,999 shares; 2026Q1: 4,722 shares 4,722 $1.14M 0.2% -277 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: 16,978 shares; 2024Q4: 18,442 shares; 2025Q1: 9,689 shares; 2025Q2: 9,549 shares; 2025Q3: 2,803 shares; 2025Q4: not reported; 2026Q1: 10,200 shares 10,200 $1.14M 0.2% new 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: 9,554 shares; 2024Q4: 10,080 shares; 2025Q1: 10,386 shares; 2025Q2: 9,569 shares; 2025Q3: 12,818 shares; 2025Q4: 11,970 shares; 2026Q1: 11,998 shares 11,998 $1.11M 0.19% +28 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: 4,843 shares; 2024Q4: 4,771 shares; 2025Q1: 5,758 shares; 2025Q2: 5,823 shares; 2025Q3: 6,513 shares; 2025Q4: 7,397 shares; 2026Q1: 7,577 shares 7,577 $1.09M 0.19% +180 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: 50,248 shares; 2024Q4: 51,854 shares; 2025Q1: 40,919 shares; 2025Q2: 40,386 shares; 2025Q3: 39,153 shares; 2025Q4: 36,440 shares; 2026Q1: 37,305 shares 37,305 $1.08M 0.19% +865 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 14,720 shares; 2025Q1: 15,908 shares; 2025Q2: 17,018 shares; 2025Q3: 17,089 shares; 2025Q4: 15,623 shares; 2026Q1: 15,870 shares 15,870 $1.08M 0.19% +247 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: 4,299 shares; 2024Q4: 3,859 shares; 2025Q1: 3,928 shares; 2025Q2: 4,045 shares; 2025Q3: 4,194 shares; 2025Q4: 4,212 shares; 2026Q1: 4,409 shares 4,409 $1.08M 0.19% +197 Timeline PRF 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: 20,530 shares; 2024Q4: 20,997 shares; 2025Q1: 20,972 shares; 2025Q2: 21,275 shares; 2025Q3: 21,218 shares; 2025Q4: 22,409 shares; 2026Q1: 22,417 shares 22,417 $1.07M 0.19% +8 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: 3,901 shares; 2024Q4: 4,369 shares; 2025Q1: 5,961 shares; 2025Q2: 7,086 shares; 2025Q3: 7,358 shares; 2025Q4: 7,722 shares; 2026Q1: 8,070 shares 8,070 $1.06M 0.18% +348 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: 12,084 shares; 2024Q4: 11,633 shares; 2025Q1: 13,012 shares; 2025Q2: 13,214 shares; 2025Q3: 11,168 shares; 2025Q4: 5,425 shares; 2026Q1: 5,461 shares 5,461 $1.05M 0.18% +36 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: 4,434 shares; 2024Q4: 4,465 shares; 2025Q1: 5,075 shares; 2025Q2: 5,647 shares; 2025Q3: 5,785 shares; 2025Q4: 11,096 shares; 2026Q1: 11,783 shares 11,783 $1.04M 0.18% +687 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: 10,275 shares; 2025Q1: 10,116 shares; 2025Q2: 10,103 shares; 2025Q3: 9,898 shares; 2025Q4: 10,561 shares; 2026Q1: 10,787 shares 10,787 $1.04M 0.18% +226 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: 5,044 shares; 2024Q4: 5,055 shares; 2025Q1: 5,032 shares; 2025Q2: 4,992 shares; 2025Q3: 4,934 shares; 2025Q4: 4,969 shares; 2026Q1: 5,008 shares 5,008 $1.04M 0.18% +39 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,713 shares; 2024Q4: 20,212 shares; 2025Q1: 20,140 shares; 2025Q2: 20,735 shares; 2025Q3: 20,922 shares; 2025Q4: 22,148 shares; 2026Q1: 21,907 shares 21,907 $1.04M 0.18% -241 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,997 shares; 2025Q1: 2,181 shares; 2025Q2: 2,030 shares; 2025Q3: 1,864 shares; 2025Q4: 2,525 shares; 2026Q1: 2,733 shares 2,733 $1.02M 0.18% +208 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: 12,201 shares; 2024Q4: 11,770 shares; 2025Q1: 11,737 shares; 2025Q2: 11,908 shares; 2025Q3: 12,583 shares; 2025Q4: 14,370 shares; 2026Q1: 13,285 shares 13,285 $1.01M 0.18% -1,085 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: 2,867 shares; 2024Q4: 2,865 shares; 2025Q1: 2,128 shares; 2025Q2: 1,879 shares; 2025Q3: 1,730 shares; 2025Q4: 1,433 shares; 2026Q1: 1,156 shares 1,156 $1.01M 0.18% -277 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: 1,983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,207 shares; 2025Q3: 8,850 shares; 2025Q4: 7,090 shares; 2026Q1: 10,052 shares 10,052 $998K 0.17% +2,962 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,742 shares; 2024Q4: 28,570 shares; 2025Q1: 29,062 shares; 2025Q2: 28,093 shares; 2025Q3: 19,902 shares; 2025Q4: 17,727 shares; 2026Q1: 17,531 shares 17,531 $992K 0.17% -196 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,815 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,658 shares; 2025Q4: 1,612 shares; 2026Q1: 1,607 shares 1,607 $991K 0.17% -5 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: 11,678 shares; 2024Q4: 11,271 shares; 2025Q1: 11,199 shares; 2025Q2: 11,073 shares; 2025Q3: 10,850 shares; 2025Q4: 10,072 shares; 2026Q1: 10,072 shares 10,072 $986K 0.17% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,251 shares; 2025Q4: 28,776 shares; 2026Q1: 29,867 shares 29,867 $984K 0.17% +1,091 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,904 shares; 2025Q4: 25,296 shares; 2026Q1: 26,187 shares 26,187 $948K 0.16% +891 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 11,637 shares; 2025Q1: 11,265 shares; 2025Q2: 10,624 shares; 2025Q3: 9,517 shares; 2025Q4: 9,282 shares; 2026Q1: 8,456 shares 8,456 $933K 0.16% -826 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: 1,037 shares; 2024Q4: 1,040 shares; 2025Q1: 3,307 shares; 2025Q2: 3,370 shares; 2025Q3: 8,584 shares; 2025Q4: 8,450 shares; 2026Q1: 2,926 shares 2,926 $931K 0.16% -5,524 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 9,481 shares; 2025Q1: 9,376 shares; 2025Q2: 9,706 shares; 2025Q3: 9,679 shares; 2025Q4: 9,792 shares; 2026Q1: 9,980 shares 9,980 $927K 0.16% +188 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 6,748 shares; 2025Q1: 6,793 shares; 2025Q2: 7,760 shares; 2025Q3: 7,360 shares; 2025Q4: 6,543 shares; 2026Q1: 8,358 shares 8,358 $923K 0.16% +1,815 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: 6,083 shares; 2024Q4: 10,386 shares; 2025Q1: 14,327 shares; 2025Q2: 14,226 shares; 2025Q3: 15,665 shares; 2025Q4: 18,370 shares; 2026Q1: 10,424 shares 10,424 $919K 0.16% -7,946 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,428 shares; 2025Q4: 33,388 shares; 2026Q1: 34,771 shares 34,771 $916K 0.16% +1,383 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: 3,379 shares; 2024Q4: 3,289 shares; 2025Q1: 3,301 shares; 2025Q2: 3,561 shares; 2025Q3: 3,685 shares; 2025Q4: 3,914 shares; 2026Q1: 4,198 shares 4,198 $913K 0.16% +284 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,449 shares; 2024Q4: 13,449 shares; 2025Q1: 13,481 shares; 2025Q2: 13,481 shares; 2025Q3: 13,481 shares; 2025Q4: 13,559 shares; 2026Q1: 13,486 shares 13,486 $905K 0.16% -73 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,373 shares; 2024Q4: 114,510 shares; 2025Q1: 120,026 shares; 2025Q2: 116,923 shares; 2025Q3: 117,925 shares; 2025Q4: 120,412 shares; 2026Q1: 111,639 shares 111,639 $896K 0.16% -8,773 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: 15,912 shares; 2024Q4: 16,506 shares; 2025Q1: 15,501 shares; 2025Q2: 13,969 shares; 2025Q3: 14,138 shares; 2025Q4: 14,242 shares; 2026Q1: 14,335 shares 14,335 $886K 0.15% +93 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: 10,591 shares; 2024Q4: 12,614 shares; 2025Q1: 12,382 shares; 2025Q2: 11,571 shares; 2025Q3: 12,350 shares; 2025Q4: 12,583 shares; 2026Q1: 11,984 shares 11,984 $883K 0.15% -599 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,302 shares; 2024Q4: 14,845 shares; 2025Q1: 13,751 shares; 2025Q2: 12,714 shares; 2025Q3: 12,664 shares; 2025Q4: 12,059 shares; 2026Q1: 11,003 shares 11,003 $872K 0.15% -1,056 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: 2,138 shares; 2024Q4: 2,138 shares; 2025Q1: 2,066 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,042 shares 2,042 $871K 0.15% +41 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: 683 shares; 2024Q4: 748 shares; 2025Q1: 744 shares; 2025Q2: 793 shares; 2025Q3: 839 shares; 2025Q4: 800 shares; 2026Q1: 937 shares 937 $862K 0.15% +137 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 8,220 shares; 2025Q1: 11,003 shares; 2025Q2: 14,358 shares; 2025Q3: 15,421 shares; 2025Q4: 28,369 shares; 2026Q1: 21,092 shares 21,092 $841K 0.15% -7,277 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: 6,004 shares; 2024Q4: 6,821 shares; 2025Q1: 7,401 shares; 2025Q2: 6,970 shares; 2025Q3: 7,579 shares; 2025Q4: 7,421 shares; 2026Q1: 7,593 shares 7,593 $833K 0.14% +172 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: 14,817 shares; 2024Q4: 14,222 shares; 2025Q1: 13,788 shares; 2025Q2: 13,070 shares; 2025Q3: 12,631 shares; 2025Q4: 12,867 shares; 2026Q1: 13,541 shares 13,541 $821K 0.14% +674 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: 14,239 shares; 2024Q4: 13,924 shares; 2025Q1: 12,759 shares; 2025Q2: 13,868 shares; 2025Q3: 13,924 shares; 2025Q4: 13,876 shares; 2026Q1: 12,111 shares 12,111 $818K 0.14% -1,765 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: 10,559 shares; 2024Q4: 10,557 shares; 2025Q1: 10,496 shares; 2025Q2: 10,040 shares; 2025Q3: 10,046 shares; 2025Q4: 10,032 shares; 2026Q1: 10,016 shares 10,016 $811K 0.14% -16 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,525 shares; 2025Q3: 4,644 shares; 2025Q4: 4,856 shares; 2026Q1: 4,900 shares 4,900 $806K 0.14% +44 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,855 shares; 2024Q4: 21,207 shares; 2025Q1: 21,112 shares; 2025Q2: 19,225 shares; 2025Q3: 20,520 shares; 2025Q4: 20,948 shares; 2026Q1: 21,623 shares 21,623 $805K 0.14% +675 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,122 shares; 2025Q1: 1,393 shares; 2025Q2: 1,150 shares; 2025Q3: 2,638 shares; 2025Q4: 2,948 shares; 2026Q1: 2,945 shares 2,945 $802K 0.14% -3 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: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 2,562 shares; 2025Q2: 2,847 shares; 2025Q3: 2,997 shares; 2025Q4: 5,824 shares; 2026Q1: 5,991 shares 5,991 $796K 0.14% +167 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 5,504 shares; 2025Q1: 6,623 shares; 2025Q2: 6,974 shares; 2025Q3: 7,296 shares; 2025Q4: 14,649 shares; 2026Q1: 12,912 shares 12,912 $791K 0.14% -1,737 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 16,294 shares; 2025Q1: 15,759 shares; 2025Q2: 15,578 shares; 2025Q3: 15,512 shares; 2025Q4: 15,513 shares; 2026Q1: 18,948 shares 18,948 $778K 0.14% +3,435 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,671 shares 23,671 $775K 0.13% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,230 shares 15,230 $771K 0.13% new 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: 1,300 shares; 2024Q4: 1,847 shares; 2025Q1: 1,827 shares; 2025Q2: 1,802 shares; 2025Q3: 1,817 shares; 2025Q4: 1,858 shares; 2026Q1: 1,835 shares 1,835 $765K 0.13% -23 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 4,988 shares; 2025Q1: 4,854 shares; 2025Q2: 4,720 shares; 2025Q3: 4,708 shares; 2025Q4: 4,614 shares; 2026Q1: 4,517 shares 4,517 $763K 0.13% -97 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: 5,465 shares; 2024Q4: 5,449 shares; 2025Q1: 5,425 shares; 2025Q2: 5,221 shares; 2025Q3: 5,933 shares; 2025Q4: 7,867 shares; 2026Q1: 9,884 shares 9,884 $762K 0.13% +2,017 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: 10,680 shares; 2024Q4: 10,127 shares; 2025Q1: 9,902 shares; 2025Q2: 9,669 shares; 2025Q3: 10,396 shares; 2025Q4: 10,477 shares; 2026Q1: 9,809 shares 9,809 $761K 0.13% -668 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: 8,897 shares; 2024Q4: 35,705 shares; 2025Q1: 31,291 shares; 2025Q2: 31,866 shares; 2025Q3: 28,224 shares; 2025Q4: 29,574 shares; 2026Q1: 26,002 shares 26,002 $757K 0.13% -3,572 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 25,081 shares; 2025Q4: 27,539 shares; 2026Q1: 27,632 shares 27,632 $753K 0.13% +93 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: 2,348 shares; 2024Q4: 2,352 shares; 2025Q1: 2,378 shares; 2025Q2: 2,205 shares; 2025Q3: 2,209 shares; 2025Q4: 2,278 shares; 2026Q1: 2,420 shares 2,420 $752K 0.13% +142 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 4,794 shares; 2025Q1: 4,794 shares; 2025Q2: 4,794 shares; 2025Q3: 4,794 shares; 2025Q4: 19,332 shares; 2026Q1: 11,667 shares 11,667 $751K 0.13% -7,665 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: 3,109 shares; 2024Q4: 3,104 shares; 2025Q1: 3,033 shares; 2025Q2: 3,093 shares; 2025Q3: 3,174 shares; 2025Q4: 3,056 shares; 2026Q1: 2,601 shares 2,601 $747K 0.13% -455 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: 3,653 shares; 2024Q4: 3,631 shares; 2025Q1: 3,573 shares; 2025Q2: 3,511 shares; 2025Q3: 3,377 shares; 2025Q4: 3,553 shares; 2026Q1: 4,995 shares 4,995 $735K 0.13% +1,442 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,608 shares; 2025Q1: 1,611 shares; 2025Q2: 1,764 shares; 2025Q3: 1,816 shares; 2025Q4: 2,077 shares; 2026Q1: 2,422 shares 2,422 $733K 0.13% +345 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,580 shares 35,580 $726K 0.13% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 476 shares; 2025Q1: 558 shares; 2025Q2: 559 shares; 2025Q3: 568 shares; 2025Q4: 552 shares; 2026Q1: 544 shares 544 $718K 0.12% -8 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: 17,330 shares 17,330 $712K 0.12% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,700 shares; 2025Q1: 2,695 shares; 2025Q2: 2,447 shares; 2025Q3: 2,561 shares; 2025Q4: 2,460 shares; 2026Q1: 2,494 shares 2,494 $708K 0.12% +34 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,105 shares; 2025Q1: 11,490 shares; 2025Q2: 11,513 shares; 2025Q3: 11,513 shares; 2025Q4: 11,513 shares; 2026Q1: 11,513 shares 11,513 $707K 0.12% 0 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: 3,556 shares; 2024Q4: 3,014 shares; 2025Q1: 2,237 shares; 2025Q2: 2,239 shares; 2025Q3: 3,055 shares; 2025Q4: 3,117 shares; 2026Q1: 3,412 shares 3,412 $694K 0.12% +295 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,060 shares; 2025Q3: 24,060 shares; 2025Q4: 26,065 shares; 2026Q1: 27,906 shares 27,906 $691K 0.12% +1,841 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: 6,721 shares; 2024Q4: 6,721 shares; 2025Q1: 6,721 shares; 2025Q2: 6,721 shares; 2025Q3: 6,721 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares 7,275 $686K 0.12% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,536 shares; 2025Q1: 1,626 shares; 2025Q2: 1,832 shares; 2025Q3: 1,943 shares; 2025Q4: 2,106 shares; 2026Q1: 2,109 shares 2,109 $671K 0.12% +3 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: 11,164 shares; 2024Q4: 11,656 shares; 2025Q1: 11,082 shares; 2025Q2: 11,269 shares; 2025Q3: 10,943 shares; 2025Q4: 11,999 shares; 2026Q1: 13,127 shares 13,127 $659K 0.11% +1,128 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,415 shares; 2024Q4: 16,645 shares; 2025Q1: 17,470 shares; 2025Q2: 17,493 shares; 2025Q3: 19,068 shares; 2025Q4: 19,461 shares; 2026Q1: 16,955 shares 16,955 $651K 0.11% -2,506 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: 440 shares; 2024Q4: 593 shares; 2025Q1: 1,206 shares; 2025Q2: 1,491 shares; 2025Q3: 1,126 shares; 2025Q4: 6,255 shares; 2026Q1: 6,773 shares 6,773 $651K 0.11% +518 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: 7,979 shares; 2024Q4: 7,650 shares; 2025Q1: 7,484 shares; 2025Q2: 7,440 shares; 2025Q3: 7,394 shares; 2025Q4: 7,149 shares; 2026Q1: 6,896 shares 6,896 $640K 0.11% -253 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: 4,545 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 5,542 shares; 2025Q3: 5,446 shares; 2025Q4: 5,283 shares; 2026Q1: 4,711 shares 4,711 $639K 0.11% -572 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,297 shares; 2025Q1: 4,503 shares; 2025Q2: 4,554 shares; 2025Q3: 4,199 shares; 2025Q4: 4,014 shares; 2026Q1: 4,092 shares 4,092 $636K 0.11% +78 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: 17,267 shares; 2025Q1: 17,363 shares; 2025Q2: 21,148 shares; 2025Q3: 20,198 shares; 2025Q4: 20,587 shares; 2026Q1: 21,662 shares 21,662 $630K 0.11% +1,075 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,625 shares; 2025Q1: 1,600 shares; 2025Q2: 1,577 shares; 2025Q3: 1,654 shares; 2025Q4: 1,735 shares; 2026Q1: 1,779 shares 1,779 $626K 0.11% +44 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: 10,667 shares; 2024Q4: 14,467 shares; 2025Q1: 14,967 shares; 2025Q2: 14,967 shares; 2025Q3: 15,567 shares; 2025Q4: 16,367 shares; 2026Q1: 16,425 shares 16,425 $622K 0.11% +58 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: 1,062 shares; 2024Q4: 1,047 shares; 2025Q1: 1,050 shares; 2025Q2: 1,026 shares; 2025Q3: 1,055 shares; 2025Q4: 1,080 shares; 2026Q1: 1,085 shares 1,085 $611K 0.11% +5 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: 3,184 shares; 2024Q4: 2,688 shares; 2025Q1: 2,895 shares; 2025Q2: 2,595 shares; 2025Q3: 2,794 shares; 2025Q4: 2,824 shares; 2026Q1: 2,908 shares 2,908 $602K 0.1% +84 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: 981 shares; 2024Q4: 959 shares; 2025Q1: 916 shares; 2025Q2: 970 shares; 2025Q3: 1,550 shares; 2025Q4: 2,419 shares; 2026Q1: 2,537 shares 2,537 $599K 0.1% +118 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,083 shares; 2025Q1: 2,180 shares; 2025Q2: 2,249 shares; 2025Q3: 2,244 shares; 2025Q4: 2,316 shares; 2026Q1: 2,199 shares 2,199 $595K 0.1% -117 Timeline DFEB 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: 13,732 shares; 2024Q4: 13,447 shares; 2025Q1: 13,005 shares; 2025Q2: 12,755 shares; 2025Q3: 12,755 shares; 2025Q4: 12,524 shares; 2026Q1: 12,524 shares 12,524 $593K 0.1% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,039 shares; 2024Q4: 11,697 shares; 2025Q1: 11,031 shares; 2025Q2: 10,810 shares; 2025Q3: 10,680 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares 10,590 $591K 0.1% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 3,766 shares; 2026Q1: 3,732 shares 3,732 $591K 0.1% -34 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: 8,714 shares; 2024Q4: 8,715 shares; 2025Q1: 8,436 shares; 2025Q2: 8,279 shares; 2025Q3: 8,286 shares; 2025Q4: 7,642 shares; 2026Q1: 7,674 shares 7,674 $587K 0.1% +32 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: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,979 shares; 2025Q2: 2,037 shares; 2025Q3: 4,809 shares; 2025Q4: 4,143 shares; 2026Q1: 2,347 shares 2,347 $582K 0.1% -1,796 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,449 shares; 2024Q4: 13,506 shares; 2025Q1: 14,136 shares; 2025Q2: 14,338 shares; 2025Q3: 14,467 shares; 2025Q4: 13,685 shares; 2026Q1: 13,045 shares 13,045 $582K 0.1% -640 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: 4,825 shares; 2024Q4: 4,513 shares; 2025Q1: 4,689 shares; 2025Q2: 4,639 shares; 2025Q3: 4,679 shares; 2025Q4: 4,669 shares; 2026Q1: 4,808 shares 4,808 $578K 0.1% +139 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: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,729 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,621 shares; 2026Q1: 2,673 shares 2,673 $571K 0.1% +52 Timeline KORU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: 4,068 shares; 2026Q1: 2,005 shares 2,005 $570K 0.1% -2,063 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 4,144 shares; 2025Q1: 4,168 shares; 2025Q2: 4,628 shares; 2025Q3: 4,820 shares; 2025Q4: 4,339 shares; 2026Q1: 4,400 shares 4,400 $567K 0.1% +61 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,717 shares; 2024Q4: 11,788 shares; 2025Q1: 11,851 shares; 2025Q2: 11,919 shares; 2025Q3: 11,679 shares; 2025Q4: 11,847 shares; 2026Q1: 12,049 shares 12,049 $567K 0.1% +202 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: 5,182 shares; 2024Q4: 4,919 shares; 2025Q1: 4,884 shares; 2025Q2: 5,538 shares; 2025Q3: 6,379 shares; 2025Q4: 10,457 shares; 2026Q1: 11,188 shares 11,188 $558K 0.1% +731 Timeline SPYD 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: 9,239 shares; 2024Q4: 10,045 shares; 2025Q1: 10,081 shares; 2025Q2: 10,103 shares; 2025Q3: 10,354 shares; 2025Q4: 10,299 shares; 2026Q1: 12,161 shares 12,161 $554K 0.1% +1,862 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: 8,217 shares; 2024Q4: 10,111 shares; 2025Q1: 7,468 shares; 2025Q2: 7,389 shares; 2025Q3: 7,558 shares; 2025Q4: 7,004 shares; 2026Q1: 5,775 shares 5,775 $548K 0.1% -1,229 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 7,764 shares; 2025Q1: 7,688 shares; 2025Q2: 7,763 shares; 2025Q3: 7,763 shares; 2025Q4: 7,683 shares; 2026Q1: 6,604 shares 6,604 $546K 0.1% -1,079 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: 3,090 shares; 2024Q4: 3,201 shares; 2025Q1: 3,121 shares; 2025Q2: 3,090 shares; 2025Q3: 3,085 shares; 2025Q4: 3,023 shares; 2026Q1: 3,292 shares 3,292 $544K 0.09% +269 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: 7,187 shares; 2024Q4: 21,581 shares; 2025Q1: 21,454 shares; 2025Q2: 21,462 shares; 2025Q3: 21,453 shares; 2025Q4: 21,469 shares; 2026Q1: 21,482 shares 21,482 $539K 0.09% +13 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,300 shares; 2025Q1: 7,320 shares; 2025Q2: 7,320 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares; 2026Q1: 7,420 shares 7,420 $538K 0.09% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,240 shares; 2025Q4: 10,219 shares; 2026Q1: 10,755 shares 10,755 $538K 0.09% +536 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: 11,641 shares; 2024Q4: 11,411 shares; 2025Q1: 11,193 shares; 2025Q2: 11,193 shares; 2025Q3: 11,180 shares; 2025Q4: 11,110 shares; 2026Q1: 11,125 shares 11,125 $538K 0.09% +15 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: 4,996 shares; 2024Q4: 5,041 shares; 2025Q1: 5,015 shares; 2025Q2: 5,174 shares; 2025Q3: 5,074 shares; 2025Q4: 5,054 shares; 2026Q1: 4,676 shares 4,676 $537K 0.09% -378 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: 14,196 shares; 2024Q4: 12,132 shares; 2025Q1: 11,553 shares; 2025Q2: 12,443 shares; 2025Q3: 12,846 shares; 2025Q4: 11,778 shares; 2026Q1: 12,019 shares 12,019 $530K 0.09% +241 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,296 shares; 2025Q1: 2,770 shares; 2025Q2: 3,763 shares; 2025Q3: 3,759 shares; 2025Q4: 3,770 shares; 2026Q1: 3,751 shares 3,751 $512K 0.09% -19 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: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,719 shares 1,719 $507K 0.09% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,349 shares; 2025Q4: 1,429 shares; 2026Q1: 1,474 shares 1,474 $504K 0.09% +45 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,685 shares 19,685 $501K 0.09% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,500 shares 19,500 $500K 0.09% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,561 shares 19,561 $499K 0.09% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,063 shares; 2026Q1: 1,272 shares 1,272 $498K 0.09% +209 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,654 shares 19,654 $498K 0.09% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 913 shares; 2025Q1: 914 shares; 2025Q2: 908 shares; 2025Q3: 904 shares; 2025Q4: 919 shares; 2026Q1: 925 shares 925 $498K 0.09% +6 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,492 shares 22,492 $495K 0.09% new 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: 3,364 shares; 2024Q4: 3,344 shares; 2025Q1: 3,342 shares; 2025Q2: 3,340 shares; 2025Q3: 3,366 shares; 2025Q4: 3,359 shares; 2026Q1: 3,358 shares 3,358 $491K 0.09% -1 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,426 shares 21,426 $491K 0.09% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 3,427 shares; 2025Q2: 6,159 shares; 2025Q3: 6,126 shares; 2025Q4: 6,200 shares; 2026Q1: 3,338 shares 3,338 $488K 0.08% -2,862 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: 2,733 shares; 2024Q4: 14,098 shares; 2025Q1: 15,038 shares; 2025Q2: 16,352 shares; 2025Q3: 16,198 shares; 2025Q4: 16,039 shares; 2026Q1: 15,894 shares 15,894 $488K 0.08% -145 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,925 shares; 2025Q3: 9,295 shares; 2025Q4: 9,975 shares; 2026Q1: 9,890 shares 9,890 $479K 0.08% -85 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,132 shares; 2026Q1: 14,219 shares 14,219 $476K 0.08% +2,087 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: 322 shares; 2025Q1: 380 shares; 2025Q2: 431 shares; 2025Q3: 447 shares; 2025Q4: 491 shares; 2026Q1: 494 shares 494 $475K 0.08% +3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 997 shares; 2025Q1: 998 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 956 shares; 2026Q1: 960 shares 960 $471K 0.08% +4 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 4,676 shares 4,676 $470K 0.08% +717 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: 1,831 shares; 2024Q4: 1,852 shares; 2025Q1: 1,846 shares; 2025Q2: 1,855 shares; 2025Q3: 1,811 shares; 2025Q4: 1,812 shares; 2026Q1: 1,808 shares 1,808 $465K 0.08% -4 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,201 shares; 2025Q4: 2,332 shares; 2026Q1: 3,411 shares 3,411 $462K 0.08% +1,079 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: 8,919 shares; 2024Q4: 26,214 shares; 2025Q1: 19,581 shares; 2025Q2: 20,857 shares; 2025Q3: 17,861 shares; 2025Q4: 16,737 shares; 2026Q1: 15,003 shares 15,003 $458K 0.08% -1,734 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,056 shares; 2025Q1: 368 shares; 2025Q2: 434 shares; 2025Q3: 471 shares; 2025Q4: 545 shares; 2026Q1: 537 shares 537 $454K 0.08% -8 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: 4,092 shares; 2024Q4: 4,768 shares; 2025Q1: 4,980 shares; 2025Q2: 4,018 shares; 2025Q3: 4,344 shares; 2025Q4: 3,293 shares; 2026Q1: 3,207 shares 3,207 $454K 0.08% -86 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: 3,801 shares; 2024Q4: 3,767 shares; 2025Q1: 3,739 shares; 2025Q2: 3,774 shares; 2025Q3: 3,731 shares; 2025Q4: 3,855 shares; 2026Q1: 3,943 shares 3,943 $453K 0.08% +88 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: 4,616 shares; 2024Q4: 4,652 shares; 2025Q1: 4,593 shares; 2025Q2: 4,708 shares; 2025Q3: 4,574 shares; 2025Q4: 4,563 shares; 2026Q1: 4,655 shares 4,655 $449K 0.08% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,260 shares; 2026Q1: 6,260 shares 6,260 $439K 0.08% 0 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: 5,071 shares; 2024Q4: 4,848 shares; 2025Q1: 4,862 shares; 2025Q2: 4,858 shares; 2025Q3: 4,834 shares; 2025Q4: 4,831 shares; 2026Q1: 5,844 shares 5,844 $435K 0.08% +1,013 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,261 shares; 2025Q1: 4,321 shares; 2025Q2: 4,293 shares; 2025Q3: 4,294 shares; 2025Q4: 4,207 shares; 2026Q1: 4,088 shares 4,088 $433K 0.08% -119 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: 2,306 shares; 2024Q4: 2,235 shares; 2025Q1: 2,066 shares; 2025Q2: 2,075 shares; 2025Q3: 2,218 shares; 2025Q4: 2,203 shares; 2026Q1: 2,230 shares 2,230 $433K 0.08% +27 Timeline PEY 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: 19,172 shares; 2024Q4: 17,885 shares; 2025Q1: 17,951 shares; 2025Q2: 20,586 shares; 2025Q3: 19,817 shares; 2025Q4: 19,672 shares; 2026Q1: 20,198 shares 20,198 $433K 0.08% +526 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,329 shares; 2025Q1: 20,329 shares; 2025Q2: 20,329 shares; 2025Q3: 20,329 shares; 2025Q4: 20,329 shares; 2026Q1: 20,045 shares 20,045 $430K 0.07% -284 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 7,294 shares; 2025Q1: 7,294 shares; 2025Q2: 7,294 shares; 2025Q3: 7,294 shares; 2025Q4: 7,291 shares; 2026Q1: 7,291 shares 7,291 $428K 0.07% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 2,697 shares; 2026Q1: 3,978 shares 3,978 $424K 0.07% +1,281 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 3,382 shares; 2026Q1: 3,667 shares 3,667 $416K 0.07% +285 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: 17,575 shares; 2024Q4: 16,342 shares; 2025Q1: 15,532 shares; 2025Q2: 14,197 shares; 2025Q3: 14,650 shares; 2025Q4: 14,458 shares; 2026Q1: 14,762 shares 14,762 $415K 0.07% +304 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 5,202 shares; 2025Q1: 5,228 shares; 2025Q2: 5,288 shares; 2025Q3: 5,532 shares; 2025Q4: 6,709 shares; 2026Q1: 6,771 shares 6,771 $414K 0.07% +62 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,319 shares; 2024Q4: 25,193 shares; 2025Q1: 25,220 shares; 2025Q2: 25,220 shares; 2025Q3: 25,220 shares; 2025Q4: 25,220 shares; 2026Q1: 25,193 shares 25,193 $410K 0.07% -27 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,822 shares; 2026Q1: 1,907 shares 1,907 $407K 0.07% +85 Timeline SPGP 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: 16,790 shares; 2024Q4: 18,625 shares; 2025Q1: 19,480 shares; 2025Q2: 18,520 shares; 2025Q3: 4,396 shares; 2025Q4: 4,067 shares; 2026Q1: 3,749 shares 3,749 $403K 0.07% -318 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,806 shares; 2025Q3: 2,663 shares; 2025Q4: 2,785 shares; 2026Q1: 2,794 shares 2,794 $402K 0.07% +9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: 2,968 shares; 2026Q1: 3,052 shares 3,052 $400K 0.07% +84 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares; 2025Q4: 2,167 shares; 2026Q1: 1,477 shares 1,477 $400K 0.07% -690 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 11,206 shares; 2025Q1: 10,696 shares; 2025Q2: 9,720 shares; 2025Q3: 8,852 shares; 2025Q4: 8,800 shares; 2026Q1: 8,788 shares 8,788 $398K 0.07% -12 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: 1,740 shares; 2024Q4: 1,748 shares; 2025Q1: 1,788 shares; 2025Q2: 1,782 shares; 2025Q3: 1,745 shares; 2025Q4: 2,095 shares; 2026Q1: 2,711 shares 2,711 $397K 0.07% +616 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 4,111 shares; 2025Q1: 4,236 shares; 2025Q2: 4,436 shares; 2025Q3: 4,486 shares; 2025Q4: 4,791 shares; 2026Q1: 4,541 shares 4,541 $393K 0.07% -250 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,567 shares; 2024Q4: 35,373 shares; 2025Q1: 37,677 shares; 2025Q2: 35,387 shares; 2025Q3: 13,104 shares; 2025Q4: 13,010 shares; 2026Q1: 13,946 shares 13,946 $388K 0.07% +936 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: 8,184 shares; 2024Q4: 6,082 shares; 2025Q1: 5,052 shares; 2025Q2: 4,671 shares; 2025Q3: 4,404 shares; 2025Q4: 5,493 shares; 2026Q1: 5,760 shares 5,760 $380K 0.07% +267 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 8,860 shares; 2025Q1: 9,485 shares; 2025Q2: 9,505 shares; 2025Q3: 9,005 shares; 2025Q4: 8,325 shares; 2026Q1: 8,672 shares 8,672 $380K 0.07% +347 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 10,079 shares; 2025Q1: 10,035 shares; 2025Q2: 8,672 shares; 2025Q3: 9,964 shares; 2025Q4: 9,761 shares; 2026Q1: 10,170 shares 10,170 $378K 0.07% +409 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: 31,335 shares; 2024Q4: 31,559 shares; 2025Q1: 33,903 shares; 2025Q2: 34,173 shares; 2025Q3: 34,127 shares; 2025Q4: 32,826 shares; 2026Q1: 32,693 shares 32,693 $377K 0.07% -133 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,181 shares; 2025Q3: 13,930 shares; 2025Q4: 10,249 shares; 2026Q1: 7,682 shares 7,682 $371K 0.06% -2,567 Timeline GHYB 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: 8,419 shares; 2024Q4: 8,378 shares; 2025Q1: 8,496 shares; 2025Q2: 8,639 shares; 2025Q3: 8,719 shares; 2025Q4: 8,225 shares; 2026Q1: 8,235 shares 8,235 $367K 0.06% +10 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 3,804 shares; 2025Q1: 3,880 shares; 2025Q2: 3,154 shares; 2025Q3: 3,255 shares; 2025Q4: 3,147 shares; 2026Q1: 3,024 shares 3,024 $366K 0.06% -123 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 537 shares 537 $366K 0.06% +47 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,856 shares; 2026Q1: 4,356 shares 4,356 $361K 0.06% +1,500 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 6,801 shares; 2025Q1: 6,801 shares; 2025Q2: 6,695 shares; 2025Q3: 5,838 shares; 2025Q4: 5,325 shares; 2026Q1: 5,325 shares 5,325 $360K 0.06% 0 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: 4,069 shares; 2024Q4: 4,215 shares; 2025Q1: 3,951 shares; 2025Q2: 4,132 shares; 2025Q3: 4,163 shares; 2025Q4: 4,112 shares; 2026Q1: 4,157 shares 4,157 $354K 0.06% +45 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 2,985 shares; 2025Q1: 2,929 shares; 2025Q2: 2,959 shares; 2025Q3: 3,288 shares; 2025Q4: 3,325 shares; 2026Q1: 3,696 shares 3,696 $353K 0.06% +371 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 4,369 shares; 2025Q3: 4,595 shares; 2025Q4: 4,610 shares; 2026Q1: 4,860 shares 4,860 $352K 0.06% +250 Timeline DGS 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: 11,312 shares; 2024Q4: 10,511 shares; 2025Q1: 9,864 shares; 2025Q2: 9,615 shares; 2025Q3: 8,883 shares; 2025Q4: 9,808 shares; 2026Q1: 5,815 shares 5,815 $349K 0.06% -3,993 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,342 shares; 2025Q4: 1,367 shares; 2026Q1: 1,389 shares 1,389 $339K 0.06% +22 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: 3,600 shares; 2024Q4: 2,671 shares; 2025Q1: 2,685 shares; 2025Q2: 3,470 shares; 2025Q3: 4,021 shares; 2025Q4: 4,068 shares; 2026Q1: 4,089 shares 4,089 $338K 0.06% +21 Timeline DFE 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: 8,141 shares; 2024Q4: 7,607 shares; 2025Q1: 6,648 shares; 2025Q2: 6,598 shares; 2025Q3: 6,083 shares; 2025Q4: 6,027 shares; 2026Q1: 4,691 shares 4,691 $336K 0.06% -1,336 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,883 shares; 2024Q4: 5,795 shares; 2025Q1: 5,795 shares; 2025Q2: 5,850 shares; 2025Q3: 5,916 shares; 2025Q4: 5,810 shares; 2026Q1: 5,676 shares 5,676 $336K 0.06% -134 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: 2,025 shares; 2024Q4: 1,973 shares; 2025Q1: 1,835 shares; 2025Q2: 1,762 shares; 2025Q3: 1,691 shares; 2025Q4: 1,731 shares; 2026Q1: 1,473 shares 1,473 $333K 0.06% -258 Timeline FDLO 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: 5,000 shares; 2024Q4: 5,018 shares; 2025Q1: 5,038 shares; 2025Q2: 5,057 shares; 2025Q3: 5,074 shares; 2025Q4: 5,091 shares; 2026Q1: 5,113 shares 5,113 $330K 0.06% +22 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,145 shares; 2025Q2: 3,222 shares; 2025Q3: 3,218 shares; 2025Q4: 3,199 shares; 2026Q1: 3,227 shares 3,227 $330K 0.06% +28 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: 1,937 shares; 2024Q4: 2,659 shares; 2025Q1: 2,661 shares; 2025Q2: 2,359 shares; 2025Q3: 2,248 shares; 2025Q4: 2,199 shares; 2026Q1: 2,494 shares 2,494 $329K 0.06% +295 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,407 shares; 2025Q1: 9,130 shares; 2025Q2: 8,659 shares; 2025Q3: 3,374 shares; 2025Q4: 3,366 shares; 2026Q1: 3,366 shares 3,366 $325K 0.06% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 10,382 shares; 2025Q1: 5,418 shares; 2025Q2: 6,235 shares; 2025Q3: 3,600 shares; 2025Q4: 7,250 shares; 2026Q1: 7,800 shares 7,800 $325K 0.06% +550 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 6,497 shares; 2025Q1: 6,098 shares; 2025Q2: 6,212 shares; 2025Q3: 5,313 shares; 2025Q4: 4,485 shares; 2026Q1: 3,624 shares 3,624 $321K 0.06% -861 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: 1,067 shares; 2024Q4: 1,027 shares; 2025Q1: 1,031 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,073 shares; 2026Q1: 1,108 shares 1,108 $318K 0.06% +35 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,234 shares; 2024Q4: 11,064 shares; 2025Q1: 5,938 shares; 2025Q2: 5,896 shares; 2025Q3: 5,860 shares; 2025Q4: 5,639 shares; 2026Q1: 5,513 shares 5,513 $315K 0.05% -126 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,901 shares; 2025Q1: 6,295 shares; 2025Q2: 4,367 shares; 2025Q3: 4,689 shares; 2025Q4: 4,689 shares; 2026Q1: 4,431 shares 4,431 $311K 0.05% -258 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,172 shares; 2025Q1: 3,180 shares; 2025Q2: 3,190 shares; 2025Q3: 3,187 shares; 2025Q4: 3,319 shares; 2026Q1: 3,314 shares 3,314 $307K 0.05% -5 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,422 shares; 2026Q1: 1,537 shares 1,537 $306K 0.05% +115 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,938 shares; 2024Q4: 25,215 shares; 2025Q1: 27,949 shares; 2025Q2: 30,430 shares; 2025Q3: 30,331 shares; 2025Q4: 30,703 shares; 2026Q1: 30,869 shares 30,869 $305K 0.05% +166 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,380 shares; 2025Q4: 3,814 shares; 2026Q1: 6,084 shares 6,084 $300K 0.05% +2,270 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: 1,203 shares; 2024Q4: 1,381 shares; 2025Q1: 1,090 shares; 2025Q2: 830 shares; 2025Q3: 1,043 shares; 2025Q4: 962 shares; 2026Q1: 836 shares 836 $299K 0.05% -126 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,973 shares; 2025Q4: 4,008 shares; 2026Q1: 4,077 shares 4,077 $297K 0.05% +69 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: 986 shares; 2024Q4: 980 shares; 2025Q1: 964 shares; 2025Q2: 969 shares; 2025Q3: 968 shares; 2025Q4: 986 shares; 2026Q1: 1,005 shares 1,005 $293K 0.05% +19 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,354 shares; 2025Q1: 6,262 shares; 2025Q2: 6,169 shares; 2025Q3: 5,776 shares; 2025Q4: 5,767 shares; 2026Q1: 5,577 shares 5,577 $293K 0.05% -190 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 15,005 shares; 2025Q4: 14,740 shares; 2026Q1: 3,875 shares 3,875 $293K 0.05% -10,865 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,565 shares; 2025Q2: 12,779 shares; 2025Q3: 14,038 shares; 2025Q4: 15,765 shares; 2026Q1: 15,130 shares 15,130 $292K 0.05% -635 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,562 shares; 2025Q1: 4,505 shares; 2025Q2: 4,208 shares; 2025Q3: 3,853 shares; 2025Q4: 3,823 shares; 2026Q1: 3,782 shares 3,782 $292K 0.05% -41 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: 1,852 shares; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares 1,594 $290K 0.05% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,466 shares; 2024Q4: 17,260 shares; 2025Q1: 17,718 shares; 2025Q2: 15,418 shares; 2025Q3: 15,789 shares; 2025Q4: 12,859 shares; 2026Q1: 12,739 shares 12,739 $289K 0.05% -120 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,000 shares; 2025Q3: 16,190 shares; 2025Q4: 20,290 shares; 2026Q1: 15,147 shares 15,147 $286K 0.05% -5,143 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960 $286K 0.05% new 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: 5,816 shares; 2024Q4: 5,180 shares; 2025Q1: 5,158 shares; 2025Q2: 5,187 shares; 2025Q3: 5,345 shares; 2025Q4: 6,021 shares; 2026Q1: 4,891 shares 4,891 $282K 0.05% -1,130 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,529 shares; 2025Q3: 4,311 shares; 2025Q4: 3,871 shares; 2026Q1: 2,286 shares 2,286 $281K 0.05% -1,585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 793 shares; 2026Q1: 822 shares 822 $278K 0.05% +29 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,512 shares 5,512 $278K 0.05% new 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: 3,318 shares; 2024Q4: not reported; 2025Q1: 4,403 shares; 2025Q2: 3,326 shares; 2025Q3: 3,115 shares; 2025Q4: 3,918 shares; 2026Q1: 3,822 shares 3,822 $275K 0.05% -96 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,101 shares; 2025Q1: 1,077 shares; 2025Q2: 1,085 shares; 2025Q3: 1,078 shares; 2025Q4: 984 shares; 2026Q1: 998 shares 998 $270K 0.05% +14 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,197 shares; 2026Q1: 2,519 shares 2,519 $266K 0.05% +322 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,429 shares 4,429 $264K 0.05% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 12,966 shares; 2025Q1: 5,997 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $263K 0.05% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,648 shares; 2025Q1: 4,648 shares; 2025Q2: 4,648 shares; 2025Q3: 4,648 shares; 2025Q4: 4,627 shares; 2026Q1: 5,189 shares 5,189 $262K 0.05% +562 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares; 2026Q1: 2,568 shares 2,568 $261K 0.05% +11 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,769 shares; 2025Q3: 2,774 shares; 2025Q4: 2,754 shares; 2026Q1: 2,759 shares 2,759 $258K 0.04% +5 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,209 shares 9,209 $256K 0.04% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933 shares; 2025Q4: 1,123 shares; 2026Q1: 838 shares 838 $253K 0.04% -285 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: 1,097 shares; 2026Q1: 1,098 shares 1,098 $253K 0.04% +1 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: 2,733 shares; 2024Q4: 2,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,808 shares; 2026Q1: 2,798 shares 2,798 $253K 0.04% -10 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: 1,977 shares; 2024Q4: 1,957 shares; 2025Q1: 1,940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,054 shares 2,054 $249K 0.04% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,515 shares; 2024Q4: 28,715 shares; 2025Q1: 28,715 shares; 2025Q2: 28,715 shares; 2025Q3: 26,478 shares; 2025Q4: 24,508 shares; 2026Q1: 23,608 shares 23,608 $243K 0.04% -900 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: not reported; 2024Q4: 2,991 shares; 2025Q1: 2,909 shares; 2025Q2: 2,960 shares; 2025Q3: 2,703 shares; 2025Q4: 2,994 shares; 2026Q1: 3,051 shares 3,051 $243K 0.04% +57 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: 368 shares; 2024Q4: 369 shares; 2025Q1: 367 shares; 2025Q2: 360 shares; 2025Q3: 356 shares; 2025Q4: 1,877 shares; 2026Q1: 2,320 shares 2,320 $243K 0.04% +443 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $240K 0.04% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,466 shares 1,466 $237K 0.04% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 697 shares; 2026Q1: 832 shares 832 $234K 0.04% +135 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,795 shares; 2025Q4: 4,795 shares; 2026Q1: 4,250 shares 4,250 $233K 0.04% -545 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: 470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 408 shares; 2026Q1: 413 shares 413 $232K 0.04% +5 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,689 shares; 2026Q1: 2,755 shares 2,755 $230K 0.04% +66 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,737 shares 2,737 $229K 0.04% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,001 shares 5,001 $226K 0.04% +1 Timeline USXF ISHARES 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: 6,657 shares; 2025Q1: 7,397 shares; 2025Q2: 5,329 shares; 2025Q3: 4,071 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086 $226K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares 363 $219K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,731 shares; 2025Q4: not reported; 2026Q1: 2,823 shares 2,823 $219K 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,094 shares; 2026Q1: 2,009 shares 2,009 $219K 0.04% -1,085 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $218K 0.04% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,934 shares; 2025Q1: 3,935 shares; 2025Q2: 3,684 shares; 2025Q3: 3,685 shares; 2025Q4: 3,686 shares; 2026Q1: 3,645 shares 3,645 $217K 0.04% -41 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 3,549 shares; 2025Q1: 3,469 shares; 2025Q2: 3,247 shares; 2025Q3: 3,248 shares; 2025Q4: 3,171 shares; 2026Q1: 2,701 shares 2,701 $215K 0.04% -470 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: 4,100 shares; 2024Q4: 4,091 shares; 2025Q1: 4,026 shares; 2025Q2: 3,947 shares; 2025Q3: 3,947 shares; 2025Q4: 3,933 shares; 2026Q1: 3,799 shares 3,799 $214K 0.04% -134 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,580 shares; 2025Q3: 7,880 shares; 2025Q4: not reported; 2026Q1: 8,328 shares 8,328 $214K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,538 shares 4,538 $213K 0.04% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,195 shares; 2026Q1: 3,320 shares 3,320 $213K 0.04% +125 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares 2,194 $213K 0.04% new Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 6,180 shares 6,180 $213K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 428 shares 428 $212K 0.04% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,593 shares; 2024Q4: 23,116 shares; 2025Q1: 23,216 shares; 2025Q2: 21,430 shares; 2025Q3: 20,462 shares; 2025Q4: 20,776 shares; 2026Q1: 20,776 shares 20,776 $211K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,097 shares 2,097 $211K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590 shares 590 $210K 0.04% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 10,617 shares; 2025Q1: 10,617 shares; 2025Q2: 10,617 shares; 2025Q3: 10,617 shares; 2025Q4: 10,617 shares; 2026Q1: 10,012 shares 10,012 $208K 0.04% -605 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares 1,541 $208K 0.04% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,598 shares 4,598 $206K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 953 shares; 2026Q1: 890 shares 890 $205K 0.04% -63 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,792 shares; 2025Q4: not reported; 2026Q1: 2,792 shares 2,792 $204K 0.04% new Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,706 shares 1,706 $204K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,512 shares; 2025Q1: 3,980 shares; 2025Q2: 3,992 shares; 2025Q3: 3,980 shares; 2025Q4: 3,216 shares; 2026Q1: 2,993 shares 2,993 $203K 0.04% -223 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 15,064 shares; 2025Q1: 15,717 shares; 2025Q2: 15,981 shares; 2025Q3: 16,239 shares; 2025Q4: 16,549 shares; 2026Q1: 18,051 shares 18,051 $203K 0.04% +1,502 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,605 shares; 2024Q4: 5,436 shares; 2025Q1: 3,516 shares; 2025Q2: 2,365 shares; 2025Q3: 2,290 shares; 2025Q4: 2,315 shares; 2026Q1: 2,322 shares 2,322 $201K 0.04% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 923 shares 923 $201K 0.03% new Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,420 shares; 2026Q1: 25,420 shares 25,420 $185K 0.03% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,614 shares; 2024Q4: 23,872 shares; 2025Q1: 23,887 shares; 2025Q2: 23,887 shares; 2025Q3: 22,849 shares; 2025Q4: 27,499 shares; 2026Q1: 34,599 shares 34,599 $180K 0.03% +7,100 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,170 shares 17,170 $160K 0.03% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 10,755 shares 10,755 $159K 0.03% new Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS 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: 17,313 shares; 2025Q4: 21,286 shares; 2026Q1: 15,423 shares 15,423 $159K 0.03% -5,863 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 11,320 shares 11,320 $155K 0.03% new Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,906 shares; 2024Q4: 35,900 shares; 2025Q1: 32,195 shares; 2025Q2: 22,912 shares; 2025Q3: 18,437 shares; 2025Q4: 23,449 shares; 2026Q1: 30,465 shares 30,465 $142K 0.02% +7,016 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,113 shares; 2025Q1: 12,113 shares; 2025Q2: 12,113 shares; 2025Q3: 11,212 shares; 2025Q4: 11,112 shares; 2026Q1: 11,112 shares 11,112 $125K 0.02% 0 Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to 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: 10,013 shares 10,013 $110K 0.02% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $69.6K 0.01% new Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 30,000 shares 30,000 $66.6K 0.01% +20,000 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,934 shares 10,934 $48K 0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,150 shares; 2025Q1: 19,994 shares; 2025Q2: 16,627 shares; 2025Q3: 31,245 shares; 2025Q4: 31,245 shares; 2026Q1: 31,245 shares 31,245 $47.5K 0.01% 0 Timeline DGXX DIGI PWR X INC More: the full row for DIGI PWR X 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: 19,083 shares 19,083 $38.7K 0.01% new Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 10,000 shares 10,000 $23.2K <0.01% new Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,900 shares 11,900 $11.7K <0.01% new Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $5.95K <0.01% 0 Timeline SAFX XCF GLOBAL INC More: the full row for XCF GLOBAL 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: 10,528 shares; 2026Q1: 10,528 shares 10,528 $3.85K <0.01% 0 Timeline