DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 820,214 shares; 2025Q1: not loaded; 2025Q2: 1,135,804 shares; 2025Q3: 1,159,348 shares; 2025Q4: 1,409,282 shares; 2026Q1: 1,441,815 shares 1,441,815 $60.9M 17.2% +32,533 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 505,584 shares; 2025Q1: not loaded; 2025Q2: 638,947 shares; 2025Q3: 666,836 shares; 2025Q4: 1,125,248 shares; 2026Q1: 1,203,591 shares 1,203,591 $51.1M 14.43% +78,343 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,036,515 shares; 2025Q1: not loaded; 2025Q2: 1,204,254 shares; 2025Q3: 1,243,062 shares; 2025Q4: 1,367,141 shares; 2026Q1: 1,401,514 shares 1,401,514 $50.9M 14.39% +34,373 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 367,620 shares; 2025Q1: not loaded; 2025Q2: 259,734 shares; 2025Q3: 231,311 shares; 2025Q4: 289,075 shares; 2026Q1: 270,876 shares 270,876 $13.1M 3.7% -18,199 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166,314 shares; 2025Q1: not loaded; 2025Q2: 178,127 shares; 2025Q3: 188,878 shares; 2025Q4: 216,470 shares; 2026Q1: 215,695 shares 215,695 $11.4M 3.22% -775 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,193 shares; 2025Q3: 9,328 shares; 2025Q4: 9,051 shares; 2026Q1: 14,817 shares 14,817 $10.6M 3% +5,766 Timeline DFAW 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 loaded; 2024Q4: 7,784 shares; 2025Q1: not loaded; 2025Q2: 57,586 shares; 2025Q3: 62,747 shares; 2025Q4: 86,092 shares; 2026Q1: 108,243 shares 108,243 $8.62M 2.44% +22,151 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 loaded; 2024Q4: 190,437 shares; 2025Q1: not loaded; 2025Q2: 177,443 shares; 2025Q3: 174,741 shares; 2025Q4: 168,276 shares; 2026Q1: 168,130 shares 168,130 $8.6M 2.43% -146 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,811 shares; 2025Q1: not loaded; 2025Q2: 123,604 shares; 2025Q3: 130,587 shares; 2025Q4: 164,361 shares; 2026Q1: 183,771 shares 183,771 $6.84M 1.93% +19,410 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,065 shares; 2025Q1: not loaded; 2025Q2: 12,065 shares; 2025Q3: 12,086 shares; 2025Q4: 129,182 shares; 2026Q1: 150,153 shares 150,153 $5.88M 1.66% +20,971 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 60,536 shares; 2025Q3: 58,646 shares; 2025Q4: 58,039 shares; 2026Q1: 50,659 shares 50,659 $4.5M 1.27% -7,380 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,238 shares; 2026Q1: 12,552 shares 12,552 $4.42M 1.25% +1,314 Timeline DFAR 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 loaded; 2024Q4: 105,946 shares; 2025Q1: not loaded; 2025Q2: 113,883 shares; 2025Q3: 118,512 shares; 2025Q4: 126,643 shares; 2026Q1: 152,420 shares 152,420 $3.88M 1.1% +25,777 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: not loaded; 2024Q4: 4,874 shares; 2025Q1: not loaded; 2025Q2: 13,061 shares; 2025Q3: 12,830 shares; 2025Q4: 12,541 shares; 2026Q1: 14,148 shares 14,148 $3.83M 1.08% +1,607 Timeline DUSB 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 loaded; 2024Q4: 14,091 shares; 2025Q1: not loaded; 2025Q2: 12,522 shares; 2025Q3: 12,562 shares; 2025Q4: 71,708 shares; 2026Q1: 72,337 shares 72,337 $3.67M 1.04% +629 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,283 shares; 2025Q1: not loaded; 2025Q2: 35,009 shares; 2025Q3: 36,227 shares; 2025Q4: 36,619 shares; 2026Q1: 45,963 shares 45,963 $3.6M 1.02% +9,344 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 34,091 shares; 2025Q3: 55,663 shares; 2025Q4: 55,663 shares; 2026Q1: 63,327 shares 63,327 $3.2M 0.9% +7,664 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,669 shares; 2025Q1: not loaded; 2025Q2: 43,088 shares; 2025Q3: 40,961 shares; 2025Q4: 39,752 shares; 2026Q1: 39,086 shares 39,086 $3.01M 0.85% -666 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: not loaded; 2024Q4: 56,262 shares; 2025Q1: not loaded; 2025Q2: 55,785 shares; 2025Q3: 55,769 shares; 2025Q4: 55,276 shares; 2026Q1: 52,640 shares 52,640 $2.85M 0.81% -2,636 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: not loaded; 2024Q4: 11,602 shares; 2025Q1: not loaded; 2025Q2: 12,044 shares; 2025Q3: 12,041 shares; 2025Q4: 12,041 shares; 2026Q1: 11,628 shares 11,628 $2.84M 0.8% -413 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: not loaded; 2024Q4: 1,567 shares; 2025Q1: not loaded; 2025Q2: 5,933 shares; 2025Q3: 6,107 shares; 2025Q4: 6,172 shares; 2026Q1: 6,424 shares 6,424 $2.73M 0.77% +252 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,593 shares; 2025Q1: not loaded; 2025Q2: 42,999 shares; 2025Q3: 38,939 shares; 2025Q4: 37,325 shares; 2026Q1: 38,979 shares 38,979 $2.59M 0.73% +1,654 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: not loaded; 2024Q4: 1,096 shares; 2025Q1: not loaded; 2025Q2: 7,413 shares; 2025Q3: 7,432 shares; 2025Q4: 7,506 shares; 2026Q1: 7,489 shares 7,489 $2.56M 0.72% -17 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 loaded; 2024Q4: 11,000 shares; 2025Q1: not loaded; 2025Q2: 15,671 shares; 2025Q3: 17,051 shares; 2025Q4: 16,905 shares; 2026Q1: 16,862 shares 16,862 $2.41M 0.68% -43 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,778 shares; 2025Q3: 9,482 shares; 2025Q4: 9,168 shares; 2026Q1: 8,800 shares 8,800 $2.36M 0.67% -368 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares; 2026Q1: 3,532 shares 3,532 $2.32M 0.66% +377 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: not loaded; 2024Q4: 1,545 shares; 2025Q1: not loaded; 2025Q2: 7,904 shares; 2025Q3: 7,976 shares; 2025Q4: 7,790 shares; 2026Q1: 11,026 shares 11,026 $2.3M 0.65% +3,236 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,977 shares; 2026Q1: 26,043 shares 26,043 $2.15M 0.61% +3,066 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 22,272 shares; 2025Q3: 21,752 shares; 2025Q4: 21,413 shares; 2026Q1: 23,090 shares 23,090 $2.09M 0.59% +1,677 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,271 shares; 2025Q3: 5,621 shares; 2025Q4: 5,134 shares; 2026Q1: 12,654 shares 12,654 $1.72M 0.49% +7,520 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,441 shares; 2025Q3: 8,441 shares; 2025Q4: 8,549 shares; 2026Q1: 23,023 shares 23,023 $1.68M 0.47% +14,474 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,427 shares; 2025Q1: not loaded; 2025Q2: 7,830 shares; 2025Q3: 7,826 shares; 2025Q4: 7,170 shares; 2026Q1: 8,008 shares 8,008 $1.62M 0.46% +838 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,093 shares; 2025Q1: not loaded; 2025Q2: 21,416 shares; 2025Q3: 24,113 shares; 2025Q4: 35,315 shares; 2026Q1: 42,524 shares 42,524 $1.58M 0.45% +7,209 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,335 shares; 2025Q1: not loaded; 2025Q2: 19,189 shares; 2025Q3: 17,425 shares; 2025Q4: 24,762 shares; 2026Q1: 40,580 shares 40,580 $1.57M 0.44% +15,818 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,565 shares; 2025Q3: 7,063 shares; 2025Q4: 7,335 shares; 2026Q1: 14,819 shares 14,819 $1.48M 0.42% +7,484 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 7,120 shares 7,120 $1.45M 0.41% +1,701 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 14,207 shares; 2025Q3: 14,207 shares; 2025Q4: 12,436 shares; 2026Q1: 16,618 shares 16,618 $1.35M 0.38% +4,182 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: not loaded; 2024Q4: 1,113 shares; 2025Q1: not loaded; 2025Q2: 890 shares; 2025Q3: 798 shares; 2025Q4: 859 shares; 2026Q1: 1,773 shares 1,773 $1.27M 0.36% +914 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,668 shares; 2025Q3: 7,060 shares; 2025Q4: 6,718 shares; 2026Q1: 6,634 shares 6,634 $1.15M 0.32% -84 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,715 shares; 2025Q3: 1,677 shares; 2025Q4: 1,651 shares; 2026Q1: 1,674 shares 1,674 $1.11M 0.31% +23 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,960 shares; 2025Q3: 3,200 shares; 2025Q4: 3,637 shares; 2026Q1: 4,130 shares 4,130 $1.09M 0.31% +493 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,988 shares; 2025Q3: 10,288 shares; 2025Q4: 9,913 shares; 2026Q1: 10,442 shares 10,442 $1.09M 0.31% +529 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,159 shares 12,159 $1.07M 0.3% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,419 shares; 2025Q3: 1,438 shares; 2025Q4: 1,488 shares; 2026Q1: 1,559 shares 1,559 $1.05M 0.3% +71 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,944 shares; 2025Q3: 3,174 shares; 2025Q4: 3,309 shares; 2026Q1: 3,372 shares 3,372 $1.04M 0.29% +63 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,978 shares; 2025Q3: 8,648 shares; 2025Q4: 8,328 shares; 2026Q1: 8,303 shares 8,303 $985K 0.28% -25 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: not loaded; 2024Q4: 1,866 shares; 2025Q1: not loaded; 2025Q2: 2,531 shares; 2025Q3: 2,607 shares; 2025Q4: 2,592 shares; 2026Q1: 2,835 shares 2,835 $976K 0.28% +243 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares; 2026Q1: 8,047 shares 8,047 $975K 0.28% +1,060 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 26,320 shares; 2025Q3: 25,300 shares; 2025Q4: 24,320 shares; 2026Q1: 24,250 shares 24,250 $968K 0.27% -70 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,639 shares 4,639 $962K 0.27% new Timeline DFAE 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,487 shares; 2025Q4: 13,179 shares; 2026Q1: 24,984 shares 24,984 $946K 0.27% +11,805 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,540 shares; 2025Q3: 1,530 shares; 2025Q4: 1,475 shares; 2026Q1: 2,168 shares 2,168 $939K 0.27% +693 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,178 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 1,950 shares 1,950 $934K 0.26% -220 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,149 shares; 2025Q3: 17,149 shares; 2025Q4: 17,468 shares; 2026Q1: 17,468 shares 17,468 $911K 0.26% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 48,315 shares; 2025Q3: 46,865 shares; 2025Q4: 44,680 shares; 2026Q1: 44,520 shares 44,520 $910K 0.26% -160 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,190 shares; 2026Q1: 2,721 shares 2,721 $893K 0.25% -469 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,132 shares; 2025Q3: 4,032 shares; 2025Q4: 4,166 shares; 2026Q1: 4,173 shares 4,173 $890K 0.25% +7 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,055 shares 13,055 $873K 0.25% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,113 shares; 2026Q1: 21,016 shares 21,016 $856K 0.24% +5,903 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 44,280 shares; 2025Q3: 43,160 shares; 2025Q4: 42,725 shares; 2026Q1: 42,585 shares 42,585 $836K 0.24% -140 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,464 shares 16,464 $825K 0.23% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,822 shares 9,822 $818K 0.23% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 48,379 shares; 2025Q3: 45,579 shares; 2025Q4: 42,954 shares; 2026Q1: 41,854 shares 41,854 $817K 0.23% -1,100 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 777 shares; 2025Q3: 755 shares; 2025Q4: 778 shares; 2026Q1: 780 shares 780 $815K 0.23% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,215 shares; 2025Q3: 3,999 shares; 2025Q4: 3,998 shares; 2026Q1: 3,998 shares 3,998 $804K 0.23% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,297 shares; 2025Q3: 2,308 shares; 2025Q4: 2,297 shares; 2026Q1: 2,355 shares 2,355 $791K 0.22% +58 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,050 shares; 2025Q3: 3,918 shares; 2025Q4: 3,803 shares; 2026Q1: 3,946 shares 3,946 $784K 0.22% +143 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 178 shares; 2025Q3: 170 shares; 2025Q4: 169 shares; 2026Q1: 4,231 shares 4,231 $763K 0.22% +4,062 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,265 shares 11,265 $720K 0.2% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,752 shares; 2025Q3: 2,576 shares; 2025Q4: 2,565 shares; 2026Q1: 2,566 shares 2,566 $677K 0.19% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,800 shares; 2025Q3: 3,447 shares; 2025Q4: 3,246 shares; 2026Q1: 3,610 shares 3,610 $669K 0.19% +364 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,942 shares; 2025Q3: 1,925 shares; 2025Q4: 1,950 shares; 2026Q1: 2,008 shares 2,008 $655K 0.19% +58 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,393 shares; 2025Q3: 1,348 shares; 2025Q4: 1,347 shares; 2026Q1: 1,346 shares 1,346 $625K 0.18% -1 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,521 shares; 2025Q1: not loaded; 2025Q2: 12,730 shares; 2025Q3: 10,614 shares; 2025Q4: 12,516 shares; 2026Q1: 12,516 shares 12,516 $617K 0.17% 0 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,242 shares; 2026Q1: 2,674 shares 2,674 $617K 0.17% -568 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,831 shares; 2025Q3: 5,575 shares; 2025Q4: 5,447 shares; 2026Q1: 5,513 shares 5,513 $617K 0.17% +66 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,230 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,191 shares 1,191 $600K 0.17% +7 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,089 shares; 2025Q3: 2,934 shares; 2025Q4: 2,914 shares; 2026Q1: 2,980 shares 2,980 $599K 0.17% +66 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,585 shares 4,585 $595K 0.17% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,420 shares; 2025Q3: 2,345 shares; 2025Q4: 2,295 shares; 2026Q1: 2,662 shares 2,662 $578K 0.16% +367 Timeline DFLV 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 loaded; 2024Q4: 10,025 shares; 2025Q1: not loaded; 2025Q2: 9,644 shares; 2025Q3: 10,172 shares; 2025Q4: 10,586 shares; 2026Q1: 15,092 shares 15,092 $565K 0.16% +4,506 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,739 shares; 2025Q3: 4,630 shares; 2025Q4: 4,339 shares; 2026Q1: 4,358 shares 4,358 $563K 0.16% +19 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,746 shares; 2025Q4: 6,342 shares; 2026Q1: 11,711 shares 11,711 $562K 0.16% +5,369 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,986 shares 6,986 $546K 0.15% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,049 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,058 shares 1,058 $543K 0.15% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares 5,732 $531K 0.15% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 19,455 shares; 2025Q3: 18,585 shares; 2025Q4: 18,005 shares; 2026Q1: 17,870 shares 17,870 $523K 0.15% -135 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: not loaded; 2024Q4: 3,201 shares; 2025Q1: not loaded; 2025Q2: 3,236 shares; 2025Q3: 3,410 shares; 2025Q4: 3,525 shares; 2026Q1: 3,946 shares 3,946 $513K 0.14% +421 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 812 shares; 2025Q3: 795 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $511K 0.14% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares 2,225 $502K 0.14% 0 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: not loaded; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 3,010 shares; 2025Q3: 3,094 shares; 2025Q4: 2,641 shares; 2026Q1: 2,765 shares 2,765 $482K 0.14% +124 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,803 shares; 2025Q3: 4,733 shares; 2025Q4: 4,718 shares; 2026Q1: 4,523 shares 4,523 $464K 0.13% -195 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,387 shares; 2026Q1: 3,007 shares 3,007 $441K 0.12% -380 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: not loaded; 2024Q4: 7,301 shares; 2025Q1: not loaded; 2025Q2: 6,330 shares; 2025Q3: 6,666 shares; 2025Q4: 6,438 shares; 2026Q1: 5,724 shares 5,724 $439K 0.12% -714 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,408 shares; 2025Q3: 1,357 shares; 2025Q4: 1,357 shares; 2026Q1: 1,333 shares 1,333 $437K 0.12% -24 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,778 shares; 2025Q1: not loaded; 2025Q2: 6,637 shares; 2025Q3: 5,336 shares; 2025Q4: 5,340 shares; 2026Q1: 5,344 shares 5,344 $416K 0.12% +4 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: not loaded; 2024Q4: 525 shares; 2025Q1: not loaded; 2025Q2: 525 shares; 2025Q3: 570 shares; 2025Q4: 844 shares; 2026Q1: 864 shares 864 $405K 0.11% +20 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,305 shares; 2025Q3: 1,217 shares; 2025Q4: 2,390 shares; 2026Q1: 2,350 shares 2,350 $377K 0.11% -40 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,563 shares; 2025Q3: 5,153 shares; 2025Q4: 4,720 shares; 2026Q1: 4,685 shares 4,685 $363K 0.1% -35 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,827 shares; 2025Q3: 2,827 shares; 2025Q4: 2,827 shares; 2026Q1: 3,543 shares 3,543 $358K 0.1% +716 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,499 shares; 2025Q3: 3,539 shares; 2025Q4: 2,294 shares; 2026Q1: 2,298 shares 2,298 $357K 0.1% +4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,837 shares; 2025Q3: 3,945 shares; 2025Q4: 3,920 shares; 2026Q1: 3,918 shares 3,918 $357K 0.1% -2 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,286 shares; 2025Q3: 3,751 shares; 2025Q4: 3,872 shares; 2026Q1: 3,970 shares 3,970 $353K 0.1% +98 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: 3,566 shares; 2026Q1: 3,595 shares 3,595 $344K 0.1% +29 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,325 shares; 2025Q3: 3,441 shares; 2025Q4: 2,715 shares; 2026Q1: 2,762 shares 2,762 $336K 0.1% +47 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: not loaded; 2024Q4: 4,327 shares; 2025Q1: not loaded; 2025Q2: 4,327 shares; 2025Q3: 4,327 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares 4,327 $316K 0.09% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,182 shares; 2025Q4: 1,949 shares; 2026Q1: 2,115 shares 2,115 $315K 0.09% +166 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares 733 $310K 0.09% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,859 shares 3,859 $296K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 3,058 shares 3,058 $290K 0.08% +688 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,729 shares; 2025Q3: 2,969 shares; 2025Q4: 2,794 shares; 2026Q1: 3,011 shares 3,011 $290K 0.08% +217 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,327 shares; 2025Q3: 6,327 shares; 2025Q4: 6,327 shares; 2026Q1: 6,327 shares 6,327 $289K 0.08% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,188 shares 6,188 $287K 0.08% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares 1,301 $287K 0.08% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 20,305 shares; 2025Q3: 17,420 shares; 2025Q4: 15,685 shares; 2026Q1: 15,730 shares 15,730 $285K 0.08% +45 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,957 shares 2,957 $276K 0.08% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: 10,150 shares; 2025Q4: 14,750 shares; 2026Q1: 14,750 shares 14,750 $276K 0.08% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,386 shares; 2025Q1: not loaded; 2025Q2: 3,255 shares; 2025Q3: 2,873 shares; 2025Q4: 2,817 shares; 2026Q1: 2,945 shares 2,945 $275K 0.08% +128 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares 2,307 $275K 0.08% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,396 shares 6,396 $261K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,534 shares 3,534 $257K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,905 shares 3,905 $249K 0.07% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,128 shares; 2025Q1: not loaded; 2025Q2: 20,128 shares; 2025Q3: 20,128 shares; 2025Q4: 20,162 shares; 2026Q1: 20,162 shares 20,162 $244K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 751 shares; 2026Q1: 754 shares 754 $241K 0.07% +3 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $237K 0.07% new Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,671 shares 7,671 $234K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,161 shares 2,161 $232K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,630 shares; 2025Q3: 2,570 shares; 2025Q4: 2,468 shares; 2026Q1: 2,433 shares 2,433 $224K 0.06% -35 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 759 shares 759 $222K 0.06% +15 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $221K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725 $219K 0.06% new 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 loaded; 2024Q4: 3,702 shares; 2025Q1: not loaded; 2025Q2: 4,415 shares; 2025Q3: 1,759 shares; 2025Q4: not reported; 2026Q1: 1,706 shares 1,706 $217K 0.06% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,237 shares 4,237 $213K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares 751 $213K 0.06% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,297 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares 3,097 $208K 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,238 shares 1,238 $203K 0.06% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares 2,517 $203K 0.06% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $39.4K 0.01% new Timeline