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: 3,130,907 shares; 2024Q4: 4,819,689 shares; 2025Q1: 3,315,673 shares; 2025Q2: 3,537,788 shares; 2025Q3: 3,960,421 shares; 2025Q4: 4,064,248 shares; 2026Q1: 4,182,010 shares 4,182,010 $163M 6.52% +117,762 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: 688,624 shares; 2024Q4: 988,839 shares; 2025Q1: 986,886 shares; 2025Q2: 963,792 shares; 2025Q3: 996,277 shares; 2025Q4: 1,024,654 shares; 2026Q1: 1,029,397 shares 1,029,397 $147M 5.88% +4,743 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969,650 shares; 2024Q4: 1,959,640 shares; 2025Q1: 2,651,970 shares; 2025Q2: 3,288,789 shares; 2025Q3: 3,206,014 shares; 2025Q4: 3,259,817 shares; 2026Q1: 3,427,061 shares 3,427,061 $88.3M 3.54% +167,244 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: 840,662 shares; 2024Q4: 1,224,872 shares; 2025Q1: 1,346,097 shares; 2025Q2: 1,474,842 shares; 2025Q3: 1,838,451 shares; 2025Q4: 1,917,407 shares; 2026Q1: 1,998,392 shares 1,998,392 $84.4M 3.38% +80,985 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,236 shares; 2024Q4: 837,901 shares; 2025Q1: 885,126 shares; 2025Q2: 874,834 shares; 2025Q3: 902,464 shares; 2025Q4: 926,245 shares; 2026Q1: 940,629 shares 940,629 $82.6M 3.31% +14,384 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958,405 shares; 2024Q4: 1,410,831 shares; 2025Q1: 1,894,985 shares; 2025Q2: 1,978,098 shares; 2025Q3: 2,012,071 shares; 2025Q4: 2,075,118 shares; 2026Q1: 2,102,304 shares 2,102,304 $81.9M 3.29% +27,186 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948,646 shares; 2025Q2: 1,006,058 shares; 2025Q3: 1,029,665 shares; 2025Q4: 1,054,581 shares; 2026Q1: 1,086,023 shares 1,086,023 $63.2M 2.53% +31,442 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320,272 shares; 2024Q4: 1,791,242 shares; 2025Q1: 1,911,365 shares; 2025Q2: 1,962,947 shares; 2025Q3: 2,048,160 shares; 2025Q4: 2,154,828 shares; 2026Q1: 2,269,728 shares 2,269,728 $58.2M 2.33% +114,900 Timeline IGEB 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: 586,856 shares; 2024Q4: 835,460 shares; 2025Q1: 886,851 shares; 2025Q2: 915,748 shares; 2025Q3: 1,085,864 shares; 2025Q4: 1,141,537 shares; 2026Q1: 1,179,255 shares 1,179,255 $53.1M 2.13% +37,718 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427,667 shares; 2024Q4: 1,282,098 shares; 2025Q1: 1,221,889 shares; 2025Q2: 1,230,100 shares; 2025Q3: 1,255,326 shares; 2025Q4: 1,291,412 shares; 2026Q1: 1,292,905 shares 1,292,905 $51.5M 2.06% +1,493 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: 34,220 shares; 2024Q4: 56,136 shares; 2025Q1: 54,653 shares; 2025Q2: 59,574 shares; 2025Q3: 73,841 shares; 2025Q4: 76,646 shares; 2026Q1: 77,244 shares 77,244 $50.5M 2.02% +598 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: 497,899 shares; 2024Q4: 663,824 shares; 2025Q1: 687,632 shares; 2025Q2: 721,527 shares; 2025Q3: 885,065 shares; 2025Q4: 945,951 shares; 2026Q1: 993,350 shares 993,350 $49.7M 1.99% +47,399 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: 1,385,347 shares; 2025Q2: 1,707,045 shares; 2025Q3: 1,654,469 shares; 2025Q4: 1,686,185 shares; 2026Q1: 1,879,439 shares 1,879,439 $49.2M 1.97% +193,254 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,280 shares; 2025Q1: 49,636 shares; 2025Q2: 351,460 shares; 2025Q3: 586,441 shares; 2025Q4: 616,797 shares; 2026Q1: 640,939 shares 640,939 $46.2M 1.85% +24,142 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: 133,350 shares; 2024Q4: 138,490 shares; 2025Q1: 180,108 shares; 2025Q2: 208,835 shares; 2025Q3: 224,432 shares; 2025Q4: 229,711 shares; 2026Q1: 236,671 shares 236,671 $41.3M 1.66% +6,960 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,881 shares; 2024Q4: 281,995 shares; 2025Q1: 297,090 shares; 2025Q2: 304,833 shares; 2025Q3: 314,537 shares; 2025Q4: 328,888 shares; 2026Q1: 340,111 shares 340,111 $37.1M 1.49% +11,223 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: 72,677 shares; 2024Q4: 73,543 shares; 2025Q1: 87,077 shares; 2025Q2: 90,978 shares; 2025Q3: 92,710 shares; 2025Q4: 93,527 shares; 2026Q1: 96,289 shares 96,289 $35.6M 1.43% +2,762 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: 69,557 shares; 2024Q4: 81,523 shares; 2025Q1: 79,944 shares; 2025Q2: 85,637 shares; 2025Q3: 83,475 shares; 2025Q4: 82,474 shares; 2026Q1: 81,052 shares 81,052 $35.4M 1.42% -1,422 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: 100,320 shares; 2024Q4: 103,769 shares; 2025Q1: 115,275 shares; 2025Q2: 119,480 shares; 2025Q3: 122,566 shares; 2025Q4: 124,357 shares; 2026Q1: 129,412 shares 129,412 $32.8M 1.32% +5,055 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: 374,174 shares; 2024Q4: 549,467 shares; 2025Q1: 583,681 shares; 2025Q2: 630,755 shares; 2025Q3: 657,352 shares; 2025Q4: 694,676 shares; 2026Q1: 721,224 shares 721,224 $32.3M 1.3% +26,548 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: 364,508 shares; 2024Q4: 504,616 shares; 2025Q1: 528,523 shares; 2025Q2: 529,903 shares; 2025Q3: 546,577 shares; 2025Q4: 579,285 shares; 2026Q1: 608,256 shares 608,256 $30.4M 1.22% +28,971 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: 162,997 shares; 2024Q4: 125,061 shares; 2025Q1: 144,250 shares; 2025Q2: 129,238 shares; 2025Q3: 131,083 shares; 2025Q4: 123,609 shares; 2026Q1: 105,406 shares 105,406 $30.3M 1.22% -18,203 Timeline FLRN 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: 588,459 shares; 2024Q4: 819,769 shares; 2025Q1: 840,185 shares; 2025Q2: 866,921 shares; 2025Q3: 874,794 shares; 2025Q4: 920,342 shares; 2026Q1: 960,740 shares 960,740 $29.6M 1.19% +40,398 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: 59,221 shares; 2024Q4: 85,308 shares; 2025Q1: 109,931 shares; 2025Q2: 111,349 shares; 2025Q3: 109,871 shares; 2025Q4: 96,892 shares; 2026Q1: 94,255 shares 94,255 $29.2M 1.17% -2,637 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,807 shares; 2024Q4: 359,751 shares; 2025Q1: 348,609 shares; 2025Q2: 359,836 shares; 2025Q3: 365,086 shares; 2025Q4: 378,472 shares; 2026Q1: 369,852 shares 369,852 $27.8M 1.11% -8,620 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655,597 shares; 2024Q4: 586,965 shares; 2025Q1: 545,437 shares; 2025Q2: 567,297 shares; 2025Q3: 576,504 shares; 2025Q4: 593,277 shares; 2026Q1: 593,549 shares 593,549 $26.2M 1.05% +272 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: 87,959 shares; 2024Q4: 86,517 shares; 2025Q1: 100,933 shares; 2025Q2: 102,333 shares; 2025Q3: 104,510 shares; 2025Q4: 116,200 shares; 2026Q1: 120,535 shares 120,535 $25.1M 1.01% +4,335 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,146 shares; 2024Q4: 262,527 shares; 2025Q1: 258,579 shares; 2025Q2: 270,620 shares; 2025Q3: 271,921 shares; 2025Q4: 276,251 shares; 2026Q1: 249,014 shares 249,014 $24.9M 1% -27,237 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: 649,808 shares; 2024Q4: 600,157 shares; 2025Q1: 627,949 shares; 2025Q2: 633,796 shares; 2025Q3: 706,484 shares; 2025Q4: 723,039 shares; 2026Q1: 717,137 shares 717,137 $24.8M 0.99% -5,902 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: 156,316 shares; 2024Q4: 175,301 shares; 2025Q1: 130,852 shares; 2025Q2: 122,355 shares; 2025Q3: 150,397 shares; 2025Q4: 149,818 shares; 2026Q1: 127,692 shares 127,692 $24.5M 0.98% -22,126 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: 106,724 shares; 2024Q4: 122,249 shares; 2025Q1: 120,773 shares; 2025Q2: 116,297 shares; 2025Q3: 116,293 shares; 2025Q4: 115,570 shares; 2026Q1: 110,516 shares 110,516 $23.6M 0.95% -5,054 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,957 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735,206 shares; 2025Q4: 756,610 shares; 2026Q1: 936,203 shares 936,203 $20.2M 0.81% +179,593 Timeline DFIP 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: 212,885 shares; 2024Q4: 308,036 shares; 2025Q1: 326,994 shares; 2025Q2: 349,242 shares; 2025Q3: 423,631 shares; 2025Q4: 445,779 shares; 2026Q1: 466,060 shares 466,060 $19.4M 0.78% +20,281 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: 80,481 shares; 2024Q4: 45,265 shares; 2025Q1: 112,002 shares; 2025Q2: 120,239 shares; 2025Q3: 128,329 shares; 2025Q4: 135,281 shares; 2026Q1: 144,783 shares 144,783 $17.4M 0.7% +9,502 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240,012 shares; 2025Q3: 300,073 shares; 2025Q4: 293,476 shares; 2026Q1: 304,862 shares 304,862 $16.8M 0.68% +11,386 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: 48,048 shares; 2024Q4: 45,848 shares; 2025Q1: 52,872 shares; 2025Q2: 53,513 shares; 2025Q3: 53,231 shares; 2025Q4: 54,346 shares; 2026Q1: 55,765 shares 55,765 $16.4M 0.66% +1,419 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: 150,920 shares; 2024Q4: 100,696 shares; 2025Q1: 106,210 shares; 2025Q2: 104,906 shares; 2025Q3: 129,744 shares; 2025Q4: 116,652 shares; 2026Q1: 250,611 shares 250,611 $16.1M 0.64% +133,959 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: 32,224 shares; 2024Q4: 34,583 shares; 2025Q1: 40,460 shares; 2025Q2: 40,465 shares; 2025Q3: 41,893 shares; 2025Q4: 32,819 shares; 2026Q1: 33,270 shares 33,270 $15.9M 0.64% +451 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: 7,948 shares; 2024Q4: 10,208 shares; 2025Q1: 20,242 shares; 2025Q2: 44,498 shares; 2025Q3: 41,812 shares; 2025Q4: 43,406 shares; 2026Q1: 49,010 shares 49,010 $15.7M 0.63% +5,604 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: 312,115 shares; 2024Q4: 339,826 shares; 2025Q1: 444,967 shares; 2025Q2: 524,030 shares; 2025Q3: 633,320 shares; 2025Q4: 361,062 shares; 2026Q1: 273,291 shares 273,291 $15.5M 0.62% -87,771 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: 19,401 shares; 2024Q4: 21,271 shares; 2025Q1: 24,927 shares; 2025Q2: 25,677 shares; 2025Q3: 26,144 shares; 2025Q4: 26,288 shares; 2026Q1: 27,072 shares 27,072 $15.5M 0.62% +784 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: 6,910 shares; 2024Q4: 7,014 shares; 2025Q1: 8,284 shares; 2025Q2: 13,367 shares; 2025Q3: 13,613 shares; 2025Q4: 13,934 shares; 2026Q1: 16,610 shares 16,610 $15.3M 0.61% +2,676 Timeline PWV 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: 122,026 shares; 2025Q3: 155,562 shares; 2025Q4: 152,581 shares; 2026Q1: 210,881 shares 210,881 $14.7M 0.59% +58,300 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: 109,406 shares; 2024Q4: 173,024 shares; 2025Q1: 197,262 shares; 2025Q2: 184,637 shares; 2025Q3: 181,905 shares; 2025Q4: 186,447 shares; 2026Q1: 205,655 shares 205,655 $14.4M 0.58% +19,208 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 408,299 shares 408,299 $13.5M 0.54% new 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: 106,799 shares; 2024Q4: 99,884 shares; 2025Q1: 106,366 shares; 2025Q2: 107,672 shares; 2025Q3: 109,039 shares; 2025Q4: 110,933 shares; 2026Q1: 107,159 shares 107,159 $13.3M 0.53% -3,774 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 reported; 2024Q4: 24,799 shares; 2025Q1: not reported; 2025Q2: 77,383 shares; 2025Q3: 257,297 shares; 2025Q4: 267,194 shares; 2026Q1: 267,886 shares 267,886 $12.8M 0.51% +692 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,821 shares; 2026Q1: 272,146 shares 272,146 $12.6M 0.51% +95,325 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335,992 shares 335,992 $12.5M 0.5% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,966 shares; 2025Q3: 330,384 shares; 2025Q4: 341,074 shares; 2026Q1: 349,202 shares 349,202 $12.4M 0.5% +8,128 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: 16,567 shares; 2024Q4: 15,354 shares; 2025Q1: 15,064 shares; 2025Q2: 14,592 shares; 2025Q3: 14,577 shares; 2025Q4: 147,003 shares; 2026Q1: 124,262 shares 124,262 $11.9M 0.48% -22,741 Timeline XT 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: 183,218 shares; 2024Q4: 212,963 shares; 2025Q1: 209,512 shares; 2025Q2: 180,879 shares; 2025Q3: 176,470 shares; 2025Q4: 180,097 shares; 2026Q1: 174,290 shares 174,290 $11.9M 0.48% -5,807 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: 90,807 shares; 2024Q4: 74,182 shares; 2025Q1: 125,037 shares; 2025Q2: 188,794 shares; 2025Q3: 155,848 shares; 2025Q4: 165,573 shares; 2026Q1: 159,513 shares 159,513 $11.8M 0.47% -6,060 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: 24,940 shares; 2024Q4: 31,399 shares; 2025Q1: 41,620 shares; 2025Q2: 46,000 shares; 2025Q3: 54,050 shares; 2025Q4: 50,732 shares; 2026Q1: 31,535 shares 31,535 $11.6M 0.46% -19,197 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: 73,577 shares; 2024Q4: 99,396 shares; 2025Q1: 136,059 shares; 2025Q2: 144,047 shares; 2025Q3: 144,591 shares; 2025Q4: 143,214 shares; 2026Q1: 98,372 shares 98,372 $11.2M 0.45% -44,842 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: 38,947 shares; 2024Q4: 37,573 shares; 2025Q1: 40,807 shares; 2025Q2: 41,136 shares; 2025Q3: 41,464 shares; 2025Q4: 54,690 shares; 2026Q1: 57,660 shares 57,660 $11.1M 0.45% +2,970 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,966 shares; 2024Q4: 162,217 shares; 2025Q1: 192,979 shares; 2025Q2: 195,190 shares; 2025Q3: 197,293 shares; 2025Q4: 196,413 shares; 2026Q1: 200,619 shares 200,619 $11M 0.44% +4,206 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: 34,724 shares; 2024Q4: 32,388 shares; 2025Q1: 38,797 shares; 2025Q2: 39,475 shares; 2025Q3: 39,958 shares; 2025Q4: 40,460 shares; 2026Q1: 36,347 shares 36,347 $11M 0.44% -4,113 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,992 shares; 2025Q2: 127,754 shares; 2025Q3: 130,312 shares; 2025Q4: 133,068 shares; 2026Q1: 162,185 shares 162,185 $10.3M 0.41% +29,117 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: 150,244 shares; 2024Q4: 150,302 shares; 2025Q1: 151,427 shares; 2025Q2: 148,758 shares; 2025Q3: 154,121 shares; 2025Q4: 152,224 shares; 2026Q1: 150,405 shares 150,405 $10.2M 0.41% -1,819 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,878 shares; 2025Q3: 2,825 shares; 2025Q4: 9,329 shares; 2026Q1: 10,954 shares 10,954 $9.56M 0.38% +1,625 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: 103,026 shares; 2024Q4: 55,359 shares; 2025Q1: 133,329 shares; 2025Q2: 133,380 shares; 2025Q3: 135,056 shares; 2025Q4: 135,971 shares; 2026Q1: 129,165 shares 129,165 $9.29M 0.37% -6,806 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,913 shares; 2024Q4: 63,709 shares; 2025Q1: 77,110 shares; 2025Q2: 79,008 shares; 2025Q3: 80,563 shares; 2025Q4: 86,750 shares; 2026Q1: 85,330 shares 85,330 $8.97M 0.36% -1,420 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: 7,111 shares; 2024Q4: 7,232 shares; 2025Q1: 7,935 shares; 2025Q2: 13,112 shares; 2025Q3: 14,065 shares; 2025Q4: 14,883 shares; 2026Q1: 14,896 shares 14,896 $8.9M 0.36% +13 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,625 shares; 2025Q2: 48,667 shares; 2025Q3: 52,248 shares; 2025Q4: 52,640 shares; 2026Q1: 53,429 shares 53,429 $8.77M 0.35% +789 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,936 shares; 2025Q3: 155,574 shares; 2025Q4: 161,308 shares; 2026Q1: 162,267 shares 162,267 $8.51M 0.34% +959 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: 1,659 shares; 2024Q4: 1,668 shares; 2025Q1: 2,002 shares; 2025Q2: 2,059 shares; 2025Q3: 2,085 shares; 2025Q4: 2,038 shares; 2026Q1: 2,005 shares 2,005 $8.44M 0.34% -33 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: 18,352 shares; 2024Q4: 17,130 shares; 2025Q1: 21,382 shares; 2025Q2: 22,070 shares; 2025Q3: 23,018 shares; 2025Q4: 23,515 shares; 2026Q1: 23,302 shares 23,302 $8.2M 0.33% -213 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: 20,328 shares; 2024Q4: 19,318 shares; 2025Q1: 18,372 shares; 2025Q2: 18,859 shares; 2025Q3: 19,277 shares; 2025Q4: 19,728 shares; 2026Q1: 16,149 shares 16,149 $8.07M 0.32% -3,579 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 25,150 shares; 2025Q3: 25,958 shares; 2025Q4: 26,320 shares; 2026Q1: 28,111 shares 28,111 $7.85M 0.31% +1,791 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,757 shares; 2025Q1: 74,749 shares; 2025Q2: 86,511 shares; 2025Q3: 83,867 shares; 2025Q4: 83,134 shares; 2026Q1: 100,187 shares 100,187 $7.83M 0.31% +17,053 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 17,732 shares; 2025Q1: 21,831 shares; 2025Q2: 22,338 shares; 2025Q3: 22,785 shares; 2025Q4: 22,834 shares; 2026Q1: 22,735 shares 22,735 $7.8M 0.31% -99 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: 157,969 shares; 2024Q4: 149,990 shares; 2025Q1: 175,882 shares; 2025Q2: 180,121 shares; 2025Q3: 179,750 shares; 2025Q4: 181,281 shares; 2026Q1: 157,859 shares 157,859 $7.7M 0.31% -23,422 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: 23,151 shares; 2024Q4: 21,767 shares; 2025Q1: 25,025 shares; 2025Q2: 20,474 shares; 2025Q3: 20,820 shares; 2025Q4: 21,292 shares; 2026Q1: 22,906 shares 22,906 $7.53M 0.3% +1,614 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: 36,733 shares; 2024Q4: 35,750 shares; 2025Q1: 41,809 shares; 2025Q2: 43,100 shares; 2025Q3: 44,652 shares; 2025Q4: 47,212 shares; 2026Q1: 50,964 shares 50,964 $7.36M 0.3% +3,752 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: 23,584 shares; 2024Q4: 23,936 shares; 2025Q1: 25,412 shares; 2025Q2: 25,260 shares; 2025Q3: 26,355 shares; 2025Q4: 25,289 shares; 2026Q1: 25,475 shares 25,475 $7.31M 0.29% +186 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: 19,922 shares; 2024Q4: 18,960 shares; 2025Q1: 19,402 shares; 2025Q2: 20,452 shares; 2025Q3: 20,307 shares; 2025Q4: 52,126 shares; 2026Q1: 43,669 shares 43,669 $7.19M 0.29% -8,457 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: 23,635 shares; 2024Q4: 21,950 shares; 2025Q1: 24,000 shares; 2025Q2: 23,706 shares; 2025Q3: 24,142 shares; 2025Q4: 24,745 shares; 2026Q1: 25,031 shares 25,031 $7.1M 0.28% +286 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,406 shares; 2024Q4: 283,041 shares; 2025Q1: 326,870 shares; 2025Q2: 304,040 shares; 2025Q3: 298,857 shares; 2025Q4: 299,789 shares; 2026Q1: 336,408 shares 336,408 $6.82M 0.27% +36,619 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: 12,072 shares; 2024Q4: 12,511 shares; 2025Q1: 25,445 shares; 2025Q2: 26,910 shares; 2025Q3: 27,153 shares; 2025Q4: 27,852 shares; 2026Q1: 31,104 shares 31,104 $6.76M 0.27% +3,252 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: 192,106 shares; 2024Q4: 212,902 shares; 2025Q1: 174,604 shares; 2025Q2: 140,521 shares; 2025Q3: 119,741 shares; 2025Q4: 125,004 shares; 2026Q1: 120,879 shares 120,879 $6.75M 0.27% -4,125 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: 8,904 shares; 2024Q4: 9,666 shares; 2025Q1: 10,628 shares; 2025Q2: 49,145 shares; 2025Q3: 50,611 shares; 2025Q4: 51,277 shares; 2026Q1: 83,819 shares 83,819 $6.67M 0.27% +32,542 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: 34,455 shares; 2024Q4: 32,410 shares; 2025Q1: 42,750 shares; 2025Q2: 32,534 shares; 2025Q3: 33,693 shares; 2025Q4: 37,876 shares; 2026Q1: 37,711 shares 37,711 $6.4M 0.26% -165 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: 55,724 shares; 2024Q4: 68,598 shares; 2025Q1: 69,556 shares; 2025Q2: 66,523 shares; 2025Q3: 73,513 shares; 2025Q4: 77,470 shares; 2026Q1: 84,679 shares 84,679 $6.24M 0.25% +7,209 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares; 2026Q1: 47,546 shares 47,546 $6.01M 0.24% +46,011 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,231 shares; 2024Q4: 128,180 shares; 2025Q1: 129,245 shares; 2025Q2: 121,955 shares; 2025Q3: 122,100 shares; 2025Q4: 127,027 shares; 2026Q1: 128,307 shares 128,307 $5.85M 0.23% +1,280 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: 25,525 shares; 2024Q4: 23,921 shares; 2025Q1: 29,683 shares; 2025Q2: 31,657 shares; 2025Q3: 32,286 shares; 2025Q4: 32,728 shares; 2026Q1: 31,672 shares 31,672 $5.77M 0.23% -1,056 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,465 shares 198,465 $5.73M 0.23% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 5,219 shares; 2025Q1: 5,425 shares; 2025Q2: 5,605 shares; 2025Q3: 5,544 shares; 2025Q4: 5,370 shares; 2026Q1: 5,582 shares 5,582 $5.56M 0.22% +212 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: not reported; 2024Q4: not reported; 2025Q1: 188,936 shares; 2025Q2: 222,562 shares; 2025Q3: 211,993 shares; 2025Q4: 208,250 shares; 2026Q1: 221,412 shares 221,412 $5.56M 0.22% +13,162 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,348 shares; 2024Q4: 176,237 shares; 2025Q1: 215,231 shares; 2025Q2: 224,031 shares; 2025Q3: 431,456 shares; 2025Q4: 431,615 shares; 2026Q1: 165,135 shares 165,135 $5.54M 0.22% -266,480 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,654 shares 36,654 $5.34M 0.21% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,495 shares; 2024Q4: 14,572 shares; 2025Q1: 18,854 shares; 2025Q2: 19,948 shares; 2025Q3: 20,193 shares; 2025Q4: 20,253 shares; 2026Q1: 21,377 shares 21,377 $5.23M 0.21% +1,124 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 7,430 shares; 2025Q1: 8,756 shares; 2025Q2: 9,217 shares; 2025Q3: 9,648 shares; 2025Q4: 9,732 shares; 2026Q1: 10,095 shares 10,095 $4.96M 0.2% +363 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 15,020 shares; 2025Q1: 23,427 shares; 2025Q2: 23,707 shares; 2025Q3: 24,380 shares; 2025Q4: 24,677 shares; 2026Q1: 26,036 shares 26,036 $4.69M 0.19% +1,359 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,288 shares; 2024Q4: 70,607 shares; 2025Q1: 73,934 shares; 2025Q2: 76,142 shares; 2025Q3: 75,917 shares; 2025Q4: 76,412 shares; 2026Q1: 85,327 shares 85,327 $4.54M 0.18% +8,915 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: 3,411 shares; 2024Q4: 3,958 shares; 2025Q1: 3,627 shares; 2025Q2: 3,695 shares; 2025Q3: 2,123 shares; 2025Q4: 2,201 shares; 2026Q1: 22,070 shares 22,070 $4.39M 0.18% +19,869 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,628 shares; 2025Q4: 2,871 shares; 2026Q1: 38,649 shares 38,649 $4.18M 0.17% +35,778 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: 19,712 shares; 2024Q4: 19,425 shares; 2025Q1: 18,181 shares; 2025Q2: 17,539 shares; 2025Q3: 17,559 shares; 2025Q4: 11,200 shares; 2026Q1: 14,417 shares 14,417 $4.14M 0.17% +3,217 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: 33,337 shares; 2024Q4: 30,336 shares; 2025Q1: 41,624 shares; 2025Q2: 16,160 shares; 2025Q3: 17,073 shares; 2025Q4: 17,658 shares; 2026Q1: 18,478 shares 18,478 $3.82M 0.15% +820 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: 25,713 shares; 2024Q4: 12,459 shares; 2025Q1: 19,446 shares; 2025Q2: 18,945 shares; 2025Q3: 20,886 shares; 2025Q4: 22,118 shares; 2026Q1: 24,217 shares 24,217 $3.76M 0.15% +2,099 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 9,975 shares; 2025Q1: 11,870 shares; 2025Q2: 12,501 shares; 2025Q3: 12,636 shares; 2025Q4: 12,400 shares; 2026Q1: 10,691 shares 10,691 $3.69M 0.15% -1,709 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: 6,296 shares; 2024Q4: 37,284 shares; 2025Q1: 39,918 shares; 2025Q2: 35,844 shares; 2025Q3: 35,886 shares; 2025Q4: 35,183 shares; 2026Q1: 47,854 shares 47,854 $3.66M 0.15% +12,671 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 reported; 2024Q4: not reported; 2025Q1: 103,598 shares; 2025Q2: 115,079 shares; 2025Q3: 72,509 shares; 2025Q4: 72,961 shares; 2026Q1: 77,189 shares 77,189 $3.48M 0.14% +4,228 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: 35,705 shares; 2024Q4: 33,506 shares; 2025Q1: 40,067 shares; 2025Q2: 39,955 shares; 2025Q3: 40,035 shares; 2025Q4: 39,501 shares; 2026Q1: 43,045 shares 43,045 $3.34M 0.13% +3,544 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,771 shares; 2025Q1: 2,476 shares; 2025Q2: 3,075 shares; 2025Q3: 3,434 shares; 2025Q4: 3,796 shares; 2026Q1: 4,968 shares 4,968 $3.23M 0.13% +1,172 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,361 shares; 2025Q1: 4,553 shares; 2025Q2: 4,555 shares; 2025Q3: 4,588 shares; 2025Q4: 4,707 shares; 2026Q1: 4,335 shares 4,335 $3.07M 0.12% -372 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: 24,713 shares; 2024Q4: 24,030 shares; 2025Q1: 29,916 shares; 2025Q2: 32,571 shares; 2025Q3: 32,378 shares; 2025Q4: 36,673 shares; 2026Q1: 39,842 shares 39,842 $3.03M 0.12% +3,169 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,095 shares; 2025Q2: 142,428 shares; 2025Q3: 97,113 shares; 2025Q4: 95,161 shares; 2026Q1: 94,064 shares 94,064 $3.01M 0.12% -1,097 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,171 shares; 2024Q4: 28,904 shares; 2025Q1: 32,680 shares; 2025Q2: 32,997 shares; 2025Q3: 34,258 shares; 2025Q4: 34,634 shares; 2026Q1: 34,764 shares 34,764 $3.01M 0.12% +130 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: 170,122 shares; 2025Q2: 234,673 shares; 2025Q3: 193,165 shares; 2025Q4: 184,314 shares; 2026Q1: 89,120 shares 89,120 $2.98M 0.12% -95,194 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP 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: 70,584 shares 70,584 $2.95M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,222 shares; 2025Q3: 22,489 shares; 2025Q4: 24,068 shares; 2026Q1: 25,384 shares 25,384 $2.87M 0.12% +1,316 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,681 shares; 2025Q3: 97,017 shares; 2025Q4: 102,384 shares; 2026Q1: 107,915 shares 107,915 $2.87M 0.12% +5,531 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,737 shares; 2025Q2: 122,866 shares; 2025Q3: 123,943 shares; 2025Q4: 125,102 shares; 2026Q1: 94,831 shares 94,831 $2.87M 0.11% -30,271 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,755 shares; 2025Q3: 52,351 shares; 2025Q4: 55,218 shares; 2026Q1: 58,211 shares 58,211 $2.85M 0.11% +2,993 Timeline EUSA 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 reported; 2024Q4: 2,604 shares; 2025Q1: 9,439 shares; 2025Q2: 29,507 shares; 2025Q3: 29,121 shares; 2025Q4: 27,474 shares; 2026Q1: 27,839 shares 27,839 $2.83M 0.11% +365 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 19,061 shares; 2025Q1: 64,519 shares; 2025Q2: 66,277 shares; 2025Q3: 67,218 shares; 2025Q4: 50,763 shares; 2026Q1: 45,318 shares 45,318 $2.66M 0.11% -5,445 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 940 shares; 2025Q1: 1,217 shares; 2025Q2: 1,284 shares; 2025Q3: 1,974 shares; 2025Q4: 2,386 shares; 2026Q1: 3,045 shares 3,045 $2.64M 0.11% +659 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: 18,358 shares; 2024Q4: 7,980 shares; 2025Q1: 10,563 shares; 2025Q2: 10,344 shares; 2025Q3: 10,050 shares; 2025Q4: 10,568 shares; 2026Q1: 11,599 shares 11,599 $2.62M 0.11% +1,031 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 41,736 shares; 2025Q1: 42,383 shares; 2025Q2: 44,999 shares; 2025Q3: 43,534 shares; 2025Q4: 44,872 shares; 2026Q1: 50,984 shares 50,984 $2.61M 0.1% +6,112 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: not reported; 2025Q4: not reported; 2026Q1: 93,562 shares 93,562 $2.55M 0.1% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,432 shares; 2025Q3: 47,181 shares; 2025Q4: 46,929 shares; 2026Q1: 47,072 shares 47,072 $2.55M 0.1% +143 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: 15,647 shares; 2024Q4: 14,871 shares; 2025Q1: 17,720 shares; 2025Q2: 17,119 shares; 2025Q3: 18,011 shares; 2025Q4: 18,368 shares; 2026Q1: 18,451 shares 18,451 $2.42M 0.1% +83 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: 60,563 shares; 2024Q4: 58,461 shares; 2025Q1: 72,440 shares; 2025Q2: 26,059 shares; 2025Q3: 26,246 shares; 2025Q4: 25,626 shares; 2026Q1: 25,988 shares 25,988 $2.41M 0.1% +362 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: not reported; 2024Q4: 474 shares; 2025Q1: 529 shares; 2025Q2: 582 shares; 2025Q3: 618 shares; 2025Q4: 2,668 shares; 2026Q1: 2,851 shares 2,851 $2.41M 0.1% +183 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,599 shares; 2024Q4: 51,065 shares; 2025Q1: 52,051 shares; 2025Q2: 44,772 shares; 2025Q3: 44,352 shares; 2025Q4: 42,979 shares; 2026Q1: 42,060 shares 42,060 $2.38M 0.1% -919 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 reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 4,407 shares 4,407 $2.37M 0.1% +3,866 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: 1,614 shares; 2025Q1: 2,146 shares; 2025Q2: 2,228 shares; 2025Q3: 2,210 shares; 2025Q4: 2,147 shares; 2026Q1: 2,436 shares 2,436 $2.34M 0.09% +289 Timeline INTF 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: 68,103 shares; 2025Q1: 63,845 shares; 2025Q2: 61,760 shares; 2025Q3: 62,182 shares; 2025Q4: 61,209 shares; 2026Q1: 60,008 shares 60,008 $2.34M 0.09% -1,201 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: 3,580 shares; 2024Q4: 2,987 shares; 2025Q1: 3,285 shares; 2025Q2: 3,354 shares; 2025Q3: 3,469 shares; 2025Q4: 3,672 shares; 2026Q1: 3,833 shares 3,833 $2.32M 0.09% +161 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: 2,761 shares; 2024Q4: 3,245 shares; 2025Q1: 6,840 shares; 2025Q2: 6,093 shares; 2025Q3: 6,499 shares; 2025Q4: 6,841 shares; 2026Q1: 5,996 shares 5,996 $2.23M 0.09% -845 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: 3,363 shares; 2024Q4: 3,076 shares; 2025Q1: 3,100 shares; 2025Q2: 3,233 shares; 2025Q3: 3,273 shares; 2025Q4: 3,171 shares; 2026Q1: 3,234 shares 3,234 $2.21M 0.09% +63 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: 30,696 shares; 2024Q4: 27,497 shares; 2025Q1: 33,806 shares; 2025Q2: 36,358 shares; 2025Q3: 34,357 shares; 2025Q4: 36,905 shares; 2026Q1: 36,264 shares 36,264 $2.2M 0.09% -641 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: 23,686 shares; 2024Q4: 39,130 shares; 2025Q1: 35,212 shares; 2025Q2: 18,317 shares; 2025Q3: 18,833 shares; 2025Q4: 17,474 shares; 2026Q1: 16,806 shares 16,806 $2.09M 0.08% -668 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,841 shares 2,841 $2.07M 0.08% new 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: 6,912 shares; 2024Q4: 7,042 shares; 2025Q1: 6,781 shares; 2025Q2: 7,378 shares; 2025Q3: 7,217 shares; 2025Q4: 7,136 shares; 2026Q1: 6,820 shares 6,820 $2.06M 0.08% -316 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,011 shares; 2025Q3: 61,966 shares; 2025Q4: 64,479 shares; 2026Q1: 60,762 shares 60,762 $2.06M 0.08% -3,717 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: 9,691 shares; 2024Q4: 7,990 shares; 2025Q1: 10,248 shares; 2025Q2: 8,432 shares; 2025Q3: 8,524 shares; 2025Q4: 8,711 shares; 2026Q1: 10,319 shares 10,319 $2M 0.08% +1,608 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: 4,593 shares; 2024Q4: 5,042 shares; 2025Q1: 5,897 shares; 2025Q2: 6,270 shares; 2025Q3: 6,126 shares; 2025Q4: 12,535 shares; 2026Q1: 13,965 shares 13,965 $1.86M 0.07% +1,430 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: 2,505 shares; 2024Q4: 2,625 shares; 2025Q1: 3,293 shares; 2025Q2: 3,738 shares; 2025Q3: 3,672 shares; 2025Q4: 3,902 shares; 2026Q1: 5,332 shares 5,332 $1.82M 0.07% +1,430 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 257 shares; 2025Q4: 1,419 shares; 2026Q1: 1,308 shares 1,308 $1.73M 0.07% -111 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: 10,006 shares; 2024Q4: 10,135 shares; 2025Q1: 24,397 shares; 2025Q2: 26,332 shares; 2025Q3: 32,619 shares; 2025Q4: 32,176 shares; 2026Q1: 33,834 shares 33,834 $1.7M 0.07% +1,658 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: 2,580 shares; 2024Q4: 4,915 shares; 2025Q1: 16,139 shares; 2025Q2: 16,830 shares; 2025Q3: 16,806 shares; 2025Q4: 16,059 shares; 2026Q1: 15,851 shares 15,851 $1.63M 0.07% -208 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: 3,662 shares; 2024Q4: 2,509 shares; 2025Q1: 3,278 shares; 2025Q2: 3,518 shares; 2025Q3: 3,479 shares; 2025Q4: 4,306 shares; 2026Q1: 4,502 shares 4,502 $1.61M 0.06% +196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,025 shares; 2025Q3: 8,529 shares; 2025Q4: 28,223 shares; 2026Q1: 6,389 shares 6,389 $1.59M 0.06% -21,834 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: 4,952 shares; 2024Q4: 5,603 shares; 2025Q1: 7,078 shares; 2025Q2: 7,946 shares; 2025Q3: 7,767 shares; 2025Q4: 8,537 shares; 2026Q1: 9,352 shares 9,352 $1.55M 0.06% +815 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,110 shares; 2025Q1: 26,752 shares; 2025Q2: 51,602 shares; 2025Q3: 41,870 shares; 2025Q4: 42,379 shares; 2026Q1: 38,677 shares 38,677 $1.53M 0.06% -3,702 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: 2,039 shares; 2024Q4: 2,187 shares; 2025Q1: 2,653 shares; 2025Q2: 3,341 shares; 2025Q3: 3,343 shares; 2025Q4: 3,354 shares; 2026Q1: 3,405 shares 3,405 $1.45M 0.06% +51 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,451 shares; 2025Q1: 4,893 shares; 2025Q2: 4,931 shares; 2025Q3: 5,059 shares; 2025Q4: 5,005 shares; 2026Q1: 5,534 shares 5,534 $1.44M 0.06% +529 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: 35,202 shares; 2024Q4: 33,480 shares; 2025Q1: 27,284 shares; 2025Q2: 3,672 shares; 2025Q3: 3,773 shares; 2025Q4: 5,713 shares; 2026Q1: 6,944 shares 6,944 $1.41M 0.06% +1,231 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: 5,925 shares; 2024Q4: 5,766 shares; 2025Q1: 4,673 shares; 2025Q2: 4,401 shares; 2025Q3: 4,490 shares; 2025Q4: 4,002 shares; 2026Q1: 4,484 shares 4,484 $1.39M 0.06% +482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,461 shares; 2025Q4: 24,390 shares; 2026Q1: 26,593 shares 26,593 $1.35M 0.05% +2,203 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 102,450 shares 102,450 $1.35M 0.05% new 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: 5,308 shares; 2024Q4: 6,011 shares; 2025Q1: 9,330 shares; 2025Q2: 7,288 shares; 2025Q3: 8,490 shares; 2025Q4: 9,090 shares; 2026Q1: 9,012 shares 9,012 $1.33M 0.05% -78 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,926 shares; 2024Q4: 8,483 shares; 2025Q1: 10,927 shares; 2025Q2: 11,572 shares; 2025Q3: 11,818 shares; 2025Q4: 12,527 shares; 2026Q1: 14,076 shares 14,076 $1.32M 0.05% +1,549 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,176 shares; 2025Q1: 3,203 shares; 2025Q2: 3,024 shares; 2025Q3: 2,988 shares; 2025Q4: 3,061 shares; 2026Q1: 3,287 shares 3,287 $1.28M 0.05% +226 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: 3,190 shares; 2024Q4: 3,426 shares; 2025Q1: 3,433 shares; 2025Q2: 5,719 shares; 2025Q3: 5,576 shares; 2025Q4: 5,533 shares; 2026Q1: 6,538 shares 6,538 $1.28M 0.05% +1,005 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,855 shares; 2024Q4: 62,773 shares; 2025Q1: 61,385 shares; 2025Q2: 53,507 shares; 2025Q3: 16,304 shares; 2025Q4: 15,081 shares; 2026Q1: 15,080 shares 15,080 $1.27M 0.05% -1 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,550 shares; 2025Q4: 46,328 shares; 2026Q1: 50,598 shares 50,598 $1.27M 0.05% +4,270 Timeline USTB 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: not reported; 2024Q4: not reported; 2025Q1: 7,068 shares; 2025Q2: 8,038 shares; 2025Q3: 22,316 shares; 2025Q4: 22,243 shares; 2026Q1: 24,461 shares 24,461 $1.24M 0.05% +2,218 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,920 shares; 2025Q2: 14,018 shares; 2025Q3: 25,024 shares; 2025Q4: 24,843 shares; 2026Q1: 25,189 shares 25,189 $1.22M 0.05% +346 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: 3,863 shares; 2024Q4: 16,100 shares; 2025Q1: 18,210 shares; 2025Q2: 14,227 shares; 2025Q3: 13,334 shares; 2025Q4: 13,588 shares; 2026Q1: 12,480 shares 12,480 $1.21M 0.05% -1,108 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: 2,618 shares; 2024Q4: 4,690 shares; 2025Q1: 4,870 shares; 2025Q2: 4,130 shares; 2025Q3: 5,906 shares; 2025Q4: 6,026 shares; 2026Q1: 6,531 shares 6,531 $1.18M 0.05% +505 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: 3,455 shares; 2024Q4: 3,114 shares; 2025Q1: 4,469 shares; 2025Q2: 4,624 shares; 2025Q3: 4,856 shares; 2025Q4: 5,169 shares; 2026Q1: 5,679 shares 5,679 $1.18M 0.05% +510 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,790 shares; 2025Q1: 44,828 shares; 2025Q2: 44,531 shares; 2025Q3: 44,269 shares; 2025Q4: 44,466 shares; 2026Q1: 46,376 shares 46,376 $1.12M 0.04% +1,910 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,743 shares; 2025Q3: 39,199 shares; 2025Q4: 39,163 shares; 2026Q1: 31,771 shares 31,771 $1.08M 0.04% -7,392 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,324 shares; 2025Q1: 6,459 shares; 2025Q2: 6,633 shares; 2025Q3: 6,805 shares; 2025Q4: 7,249 shares; 2026Q1: 7,796 shares 7,796 $1.05M 0.04% +547 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 7,360 shares; 2025Q1: 10,826 shares; 2025Q2: 11,369 shares; 2025Q3: 11,745 shares; 2025Q4: 12,423 shares; 2026Q1: 13,250 shares 13,250 $1.05M 0.04% +827 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: 883 shares; 2024Q4: 1,305 shares; 2025Q1: 1,787 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,691 shares; 2026Q1: 2,441 shares 2,441 $1.05M 0.04% +750 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: 2,515 shares; 2025Q4: 2,825 shares; 2026Q1: 3,014 shares 3,014 $1.02M 0.04% +189 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: not reported; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: 1,655 shares; 2025Q3: 1,582 shares; 2025Q4: 2,278 shares; 2026Q1: 4,099 shares 4,099 $1.01M 0.04% +1,821 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: 6,912 shares; 2024Q4: 8,972 shares; 2025Q1: 10,039 shares; 2025Q2: 15,046 shares; 2025Q3: 11,371 shares; 2025Q4: 11,375 shares; 2026Q1: 6,825 shares 6,825 $1.01M 0.04% -4,550 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: 2,706 shares; 2024Q4: 23,364 shares; 2025Q1: 9,517 shares; 2025Q2: 9,773 shares; 2025Q3: 9,643 shares; 2025Q4: 10,073 shares; 2026Q1: 10,172 shares 10,172 $1.01M 0.04% +99 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: not reported; 2025Q1: 3,669 shares; 2025Q2: 4,008 shares; 2025Q3: 4,169 shares; 2025Q4: 4,460 shares; 2026Q1: 4,851 shares 4,851 $1.01M 0.04% +391 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: 7,385 shares; 2024Q4: 17,616 shares; 2025Q1: 15,920 shares; 2025Q2: 11,507 shares; 2025Q3: 11,454 shares; 2025Q4: 11,471 shares; 2026Q1: 9,738 shares 9,738 $980K 0.04% -1,733 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 10,196 shares; 2025Q1: 10,064 shares; 2025Q2: 8,451 shares; 2025Q3: 7,197 shares; 2025Q4: 7,417 shares; 2026Q1: 6,913 shares 6,913 $976K 0.04% -504 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: 3,902 shares; 2024Q4: 3,338 shares; 2025Q1: 4,079 shares; 2025Q2: 4,261 shares; 2025Q3: 3,896 shares; 2025Q4: 3,633 shares; 2026Q1: 4,108 shares 4,108 $971K 0.04% +475 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: 1,178 shares; 2024Q4: 1,179 shares; 2025Q1: 1,180 shares; 2025Q2: 1,781 shares; 2025Q3: 2,622 shares; 2025Q4: 3,784 shares; 2026Q1: 4,674 shares 4,674 $962K 0.04% +890 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,512 shares; 2024Q4: 24,729 shares; 2025Q1: 28,757 shares; 2025Q2: 22,473 shares; 2025Q3: 24,083 shares; 2025Q4: 24,589 shares; 2026Q1: 22,433 shares 22,433 $955K 0.04% -2,156 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,888 shares 20,888 $954K 0.04% new Timeline URTH 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 reported; 2024Q4: not reported; 2025Q1: 3,609 shares; 2025Q2: 5,051 shares; 2025Q3: 4,942 shares; 2025Q4: 4,899 shares; 2026Q1: 5,273 shares 5,273 $949K 0.04% +374 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,845 shares; 2025Q3: 51,065 shares; 2025Q4: 53,097 shares; 2026Q1: 53,910 shares 53,910 $946K 0.04% +813 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: 5,711 shares; 2025Q4: 9,132 shares; 2026Q1: 11,132 shares 11,132 $930K 0.04% +2,000 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: 3,065 shares; 2024Q4: 3,069 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,073 shares; 2025Q4: 3,076 shares; 2026Q1: 3,106 shares 3,106 $928K 0.04% +30 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: 95,191 shares; 2024Q4: 63,623 shares; 2025Q1: 67,542 shares; 2025Q2: 66,815 shares; 2025Q3: 79,590 shares; 2025Q4: 73,936 shares; 2026Q1: 10,212 shares 10,212 $925K 0.04% -63,724 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: 225,686 shares; 2024Q4: 881,329 shares; 2025Q1: 1,186,861 shares; 2025Q2: 87,579 shares; 2025Q3: 33,068 shares; 2025Q4: 30,760 shares; 2026Q1: 29,621 shares 29,621 $909K 0.04% -1,139 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,624 shares; 2025Q3: 14,483 shares; 2025Q4: 14,132 shares; 2026Q1: 15,412 shares 15,412 $902K 0.04% +1,280 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: 8,561 shares; 2024Q4: 12,700 shares; 2025Q1: 11,378 shares; 2025Q2: 11,366 shares; 2025Q3: 11,051 shares; 2025Q4: 11,012 shares; 2026Q1: 11,669 shares 11,669 $900K 0.04% +657 Timeline LQDH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,939 shares; 2025Q4: 8,918 shares; 2026Q1: 9,737 shares 9,737 $899K 0.04% +819 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,218 shares; 2025Q3: 19,694 shares; 2025Q4: 20,341 shares; 2026Q1: 20,120 shares 20,120 $896K 0.04% -221 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: 4,837 shares; 2024Q4: 6,058 shares; 2025Q1: 7,421 shares; 2025Q2: 8,866 shares; 2025Q3: 8,871 shares; 2025Q4: 8,778 shares; 2026Q1: 7,759 shares 7,759 $878K 0.04% -1,019 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 955 shares; 2025Q1: 1,391 shares; 2025Q2: 1,476 shares; 2025Q3: 1,532 shares; 2025Q4: 1,658 shares; 2026Q1: 1,967 shares 1,967 $874K 0.04% +309 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: 27,722 shares; 2025Q3: 21,374 shares; 2025Q4: 21,449 shares; 2026Q1: 17,662 shares 17,662 $856K 0.03% -3,787 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: 2,344 shares; 2024Q4: 2,477 shares; 2025Q1: 2,731 shares; 2025Q2: 2,668 shares; 2025Q3: 2,558 shares; 2025Q4: 2,259 shares; 2026Q1: 2,652 shares 2,652 $844K 0.03% +393 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: 2,992 shares; 2025Q1: 3,049 shares; 2025Q2: 3,786 shares; 2025Q3: 3,359 shares; 2025Q4: 2,826 shares; 2026Q1: 3,890 shares 3,890 $831K 0.03% +1,064 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: 980 shares; 2024Q4: 1,225 shares; 2025Q1: 908 shares; 2025Q2: 1,030 shares; 2025Q3: 1,049 shares; 2025Q4: 634 shares; 2026Q1: 1,666 shares 1,666 $826K 0.03% +1,032 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,013 shares; 2025Q1: 16,292 shares; 2025Q2: 11,214 shares; 2025Q3: 9,517 shares; 2025Q4: 8,995 shares; 2026Q1: 8,995 shares 8,995 $824K 0.03% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 19,211 shares; 2025Q4: 19,172 shares; 2026Q1: 20,976 shares 20,976 $824K 0.03% +1,804 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,753 shares 19,753 $823K 0.03% new 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: 4,212 shares; 2024Q4: 3,583 shares; 2025Q1: 3,711 shares; 2025Q2: 3,341 shares; 2025Q3: 3,342 shares; 2025Q4: 1,979 shares; 2026Q1: 3,266 shares 3,266 $810K 0.03% +1,287 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,516 shares; 2025Q1: 5,669 shares; 2025Q2: 5,813 shares; 2025Q3: 6,893 shares; 2025Q4: 7,026 shares; 2026Q1: 6,814 shares 6,814 $802K 0.03% -212 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,973 shares; 2025Q3: 17,634 shares; 2025Q4: 12,788 shares; 2026Q1: 12,827 shares 12,827 $801K 0.03% +39 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 57,494 shares; 2025Q3: 59,715 shares; 2025Q4: 17,107 shares; 2026Q1: 18,285 shares 18,285 $789K 0.03% +1,178 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,350 shares 19,350 $787K 0.03% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares; 2026Q1: 2,330 shares 2,330 $787K 0.03% +1,621 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,926 shares; 2025Q3: 28,031 shares; 2025Q4: 29,346 shares; 2026Q1: 29,439 shares 29,439 $787K 0.03% +93 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 5,314 shares; 2025Q4: 6,513 shares; 2026Q1: 5,349 shares 5,349 $782K 0.03% -1,164 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,687 shares; 2024Q4: 23,519 shares; 2025Q1: 24,793 shares; 2025Q2: 24,354 shares; 2025Q3: 17,011 shares; 2025Q4: 16,670 shares; 2026Q1: 16,500 shares 16,500 $770K 0.03% -170 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: not reported; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: 2,024 shares; 2025Q3: 2,252 shares; 2025Q4: 1,943 shares; 2026Q1: 2,697 shares 2,697 $765K 0.03% +754 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: 3,874 shares; 2024Q4: 11,404 shares; 2025Q1: 12,122 shares; 2025Q2: 8,162 shares; 2025Q3: 8,162 shares; 2025Q4: 8,162 shares; 2026Q1: 8,162 shares 8,162 $757K 0.03% 0 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: 6,310 shares; 2024Q4: 5,588 shares; 2025Q1: 8,935 shares; 2025Q2: 9,528 shares; 2025Q3: 10,503 shares; 2025Q4: 11,121 shares; 2026Q1: 11,406 shares 11,406 $753K 0.03% +285 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 691 shares; 2025Q3: 690 shares; 2025Q4: 707 shares; 2026Q1: 839 shares 839 $751K 0.03% +132 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: 898 shares; 2024Q4: 1,041 shares; 2025Q1: 1,660 shares; 2025Q2: 1,215 shares; 2025Q3: 1,278 shares; 2025Q4: 1,275 shares; 2026Q1: 1,291 shares 1,291 $746K 0.03% +16 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,567 shares; 2025Q2: 115,043 shares; 2025Q3: 13,614 shares; 2025Q4: 12,092 shares; 2026Q1: 10,852 shares 10,852 $739K 0.03% -1,240 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: 2,086 shares; 2024Q4: 3,159 shares; 2025Q1: 3,140 shares; 2025Q2: 2,685 shares; 2025Q3: 2,688 shares; 2025Q4: 2,799 shares; 2026Q1: 2,813 shares 2,813 $737K 0.03% +14 Timeline ICOW 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: 316,376 shares; 2024Q4: 230,380 shares; 2025Q1: 303,059 shares; 2025Q2: 327,540 shares; 2025Q3: 357,352 shares; 2025Q4: 318,101 shares; 2026Q1: 17,286 shares 17,286 $734K 0.03% -300,815 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 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: 17,512 shares; 2024Q4: 3,360 shares; 2025Q1: 2,935 shares; 2025Q2: 2,992 shares; 2025Q3: 3,045 shares; 2025Q4: 2,705 shares; 2026Q1: 3,043 shares 3,043 $699K 0.03% +338 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 7,049 shares; 2025Q1: 7,053 shares; 2025Q2: 7,058 shares; 2025Q3: 59,663 shares; 2025Q4: 7,101 shares; 2026Q1: 7,106 shares 7,106 $691K 0.03% +5 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 16,107 shares; 2025Q3: 17,287 shares; 2025Q4: 17,806 shares; 2026Q1: 16,594 shares 16,594 $687K 0.03% -1,212 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: not reported; 2024Q4: 628 shares; 2025Q1: 623 shares; 2025Q2: 1,195 shares; 2025Q3: 961 shares; 2025Q4: 934 shares; 2026Q1: 973 shares 973 $679K 0.03% +39 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: 3,575 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 19,614 shares; 2025Q3: 9,457 shares; 2025Q4: 9,469 shares; 2026Q1: 9,483 shares 9,483 $672K 0.03% +14 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,964 shares; 2025Q3: 17,167 shares; 2025Q4: 17,721 shares; 2026Q1: 16,868 shares 16,868 $672K 0.03% -853 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,109 shares; 2025Q1: 5,594 shares; 2025Q2: 5,441 shares; 2025Q3: 5,482 shares; 2025Q4: 5,503 shares; 2026Q1: 5,641 shares 5,641 $669K 0.03% +138 Timeline IJJ 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: 6,893 shares; 2025Q1: 7,010 shares; 2025Q2: 4,877 shares; 2025Q3: 4,892 shares; 2025Q4: 4,913 shares; 2026Q1: 5,007 shares 5,007 $664K 0.03% +94 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,188 shares; 2025Q3: 12,840 shares; 2025Q4: 13,246 shares; 2026Q1: 13,152 shares 13,152 $658K 0.03% -94 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,895 shares; 2025Q1: 3,906 shares; 2025Q2: 4,476 shares; 2025Q3: 4,722 shares; 2025Q4: 4,770 shares; 2026Q1: 4,631 shares 4,631 $645K 0.03% -139 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: 2,349 shares; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 4,429 shares; 2025Q4: 5,618 shares; 2026Q1: 6,036 shares 6,036 $641K 0.03% +418 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,282 shares; 2025Q3: 12,240 shares; 2025Q4: 12,705 shares; 2026Q1: 12,762 shares 12,762 $630K 0.03% +57 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,857 shares; 2025Q3: 11,830 shares; 2025Q4: 12,429 shares; 2026Q1: 12,620 shares 12,620 $621K 0.02% +191 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: 14,585 shares; 2024Q4: 15,997 shares; 2025Q1: 14,040 shares; 2025Q2: 5,992 shares; 2025Q3: 11,535 shares; 2025Q4: 11,202 shares; 2026Q1: 11,305 shares 11,305 $611K 0.02% +103 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: 1,866 shares; 2024Q4: 2,132 shares; 2025Q1: 2,249 shares; 2025Q2: 3,792 shares; 2025Q3: 2,284 shares; 2025Q4: 4,199 shares; 2026Q1: 2,418 shares 2,418 $586K 0.02% -1,781 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,857 shares; 2025Q3: 13,660 shares; 2025Q4: 15,150 shares; 2026Q1: 15,548 shares 15,548 $583K 0.02% +398 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: 23,222 shares; 2024Q4: 21,948 shares; 2025Q1: 28,520 shares; 2025Q2: 4,506 shares; 2025Q3: 5,477 shares; 2025Q4: 3,618 shares; 2026Q1: 4,326 shares 4,326 $571K 0.02% +708 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: 3,507 shares; 2024Q4: 4,021 shares; 2025Q1: 4,175 shares; 2025Q2: 4,674 shares; 2025Q3: 4,596 shares; 2025Q4: 4,648 shares; 2026Q1: 5,110 shares 5,110 $567K 0.02% +462 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: 1,493 shares; 2024Q4: 1,621 shares; 2025Q1: 1,916 shares; 2025Q2: 1,945 shares; 2025Q3: 2,001 shares; 2025Q4: 4,334 shares; 2026Q1: 5,131 shares 5,131 $559K 0.02% +797 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,041 shares; 2025Q3: 24,132 shares; 2025Q4: 23,845 shares; 2026Q1: 15,834 shares 15,834 $555K 0.02% -8,011 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,283 shares; 2025Q1: 1,832 shares; 2025Q2: 1,619 shares; 2025Q3: 1,438 shares; 2025Q4: 1,292 shares; 2026Q1: 2,286 shares 2,286 $555K 0.02% +994 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: 16,849 shares; 2024Q4: 16,255 shares; 2025Q1: 20,116 shares; 2025Q2: 13,063 shares; 2025Q3: 2,562 shares; 2025Q4: 2,537 shares; 2026Q1: 2,048 shares 2,048 $554K 0.02% -489 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,640 shares; 2024Q4: 27,534 shares; 2025Q1: 34,393 shares; 2025Q2: 29,642 shares; 2025Q3: 30,974 shares; 2025Q4: 31,959 shares; 2026Q1: 2,949 shares 2,949 $551K 0.02% -29,010 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,604 shares; 2025Q3: 22,241 shares; 2025Q4: 21,987 shares; 2026Q1: 13,115 shares 13,115 $539K 0.02% -8,872 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 7,681 shares 7,681 $536K 0.02% +3,392 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: 7,063 shares; 2024Q4: 9,450 shares; 2025Q1: 7,848 shares; 2025Q2: 9,889 shares; 2025Q3: 10,086 shares; 2025Q4: 8,851 shares; 2026Q1: 10,645 shares 10,645 $534K 0.02% +1,794 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 2,588 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,843 shares; 2026Q1: 2,568 shares 2,568 $534K 0.02% +725 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 reported; 2024Q4: 4,561 shares; 2025Q1: 4,771 shares; 2025Q2: 5,103 shares; 2025Q3: 5,224 shares; 2025Q4: 5,142 shares; 2026Q1: 5,137 shares 5,137 $531K 0.02% -5 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,658 shares; 2025Q4: 1,668 shares; 2026Q1: 2,276 shares 2,276 $531K 0.02% +608 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,591 shares; 2025Q2: 7,826 shares; 2025Q3: 7,525 shares; 2025Q4: 7,268 shares; 2026Q1: 6,842 shares 6,842 $518K 0.02% -426 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: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,964 shares; 2025Q3: 1,971 shares; 2025Q4: 1,968 shares; 2026Q1: 1,987 shares 1,987 $512K 0.02% +19 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: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,133 shares; 2025Q2: 1,273 shares; 2025Q3: 1,611 shares; 2025Q4: 2,008 shares; 2026Q1: 2,358 shares 2,358 $507K 0.02% +350 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: 3,842 shares; 2024Q4: 3,521 shares; 2025Q1: 3,605 shares; 2025Q2: 6,142 shares; 2025Q3: 4,982 shares; 2025Q4: 4,667 shares; 2026Q1: 4,734 shares 4,734 $504K 0.02% +67 Timeline IYZ 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: 8,592 shares; 2025Q2: 7,791 shares; 2025Q3: 10,816 shares; 2025Q4: 11,015 shares; 2026Q1: 12,662 shares 12,662 $498K 0.02% +1,647 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,654 shares; 2026Q1: 1,674 shares 1,674 $496K 0.02% +20 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,807 shares; 2025Q3: 111,920 shares; 2025Q4: 110,714 shares; 2026Q1: 4,698 shares 4,698 $493K 0.02% -106,016 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,942 shares; 2025Q1: 2,397 shares; 2025Q2: 2,813 shares; 2025Q3: 2,816 shares; 2025Q4: 2,527 shares; 2026Q1: 3,078 shares 3,078 $492K 0.02% +551 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,655 shares; 2025Q3: 9,369 shares; 2025Q4: 9,773 shares; 2026Q1: 9,669 shares 9,669 $483K 0.02% -104 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,812 shares; 2025Q1: 1,970 shares; 2025Q2: 2,081 shares; 2025Q3: 2,037 shares; 2025Q4: 1,688 shares; 2026Q1: 2,432 shares 2,432 $482K 0.02% +744 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,110 shares; 2025Q3: 12,499 shares; 2025Q4: 12,237 shares; 2026Q1: 8,803 shares 8,803 $465K 0.02% -3,434 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares; 2026Q1: 1,960 shares 1,960 $463K 0.02% -76 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 111 shares; 2025Q1: 121 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432 shares 432 $461K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 9,889 shares 9,889 $459K 0.02% new 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: 2,910 shares; 2024Q4: 3,271 shares; 2025Q1: 2,860 shares; 2025Q2: 3,693 shares; 2025Q3: 3,685 shares; 2025Q4: 7,347 shares; 2026Q1: 7,394 shares 7,394 $453K 0.02% +47 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: 14,928 shares; 2024Q4: 20,430 shares; 2025Q1: 16,782 shares; 2025Q2: 16,327 shares; 2025Q3: 15,892 shares; 2025Q4: 14,966 shares; 2026Q1: 16,102 shares 16,102 $452K 0.02% +1,136 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,027 shares; 2025Q1: 1,972 shares; 2025Q2: 2,521 shares; 2025Q3: 2,519 shares; 2025Q4: 2,561 shares; 2026Q1: 2,459 shares 2,459 $449K 0.02% -102 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,692 shares; 2025Q1: 3,493 shares; 2025Q2: 3,494 shares; 2025Q3: 3,494 shares; 2025Q4: 3,495 shares; 2026Q1: 3,496 shares 3,496 $448K 0.02% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,199 shares; 2025Q3: 11,146 shares; 2025Q4: 11,178 shares; 2026Q1: 11,475 shares 11,475 $447K 0.02% +297 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 11,450 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares 11,450 $444K 0.02% 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: 1,154 shares; 2024Q4: 1,247 shares; 2025Q1: 1,649 shares; 2025Q2: 1,659 shares; 2025Q3: 1,699 shares; 2025Q4: 1,521 shares; 2026Q1: 1,542 shares 1,542 $443K 0.02% +21 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares 451 $442K 0.02% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,599 shares; 2025Q4: 7,013 shares; 2026Q1: 7,344 shares 7,344 $418K 0.02% +331 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 2,015 shares; 2025Q1: 2,627 shares; 2025Q2: 2,288 shares; 2025Q3: 2,240 shares; 2025Q4: 2,785 shares; 2026Q1: 3,148 shares 3,148 $413K 0.02% +363 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,661 shares; 2025Q2: 90,344 shares; 2025Q3: 10,740 shares; 2025Q4: 8,904 shares; 2026Q1: 8,904 shares 8,904 $411K 0.02% 0 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: not reported; 2024Q4: 9,350 shares; 2025Q1: 16,275 shares; 2025Q2: 21,552 shares; 2025Q3: 20,583 shares; 2025Q4: 17,752 shares; 2026Q1: 13,904 shares 13,904 $403K 0.02% -3,848 Timeline FSMD 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: 174,411 shares; 2024Q4: 221,454 shares; 2025Q1: 128,627 shares; 2025Q2: 7,156 shares; 2025Q3: 8,378 shares; 2025Q4: 8,147 shares; 2026Q1: 9,001 shares 9,001 $403K 0.02% +854 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: not reported; 2025Q4: 2,415 shares; 2026Q1: 2,948 shares 2,948 $401K 0.02% +533 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: 2,382 shares; 2024Q4: 4,610 shares; 2025Q1: 4,244 shares; 2025Q2: 4,568 shares; 2025Q3: 4,545 shares; 2025Q4: 4,540 shares; 2026Q1: 4,323 shares 4,323 $400K 0.02% -217 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: 4,127 shares; 2025Q4: 4,112 shares; 2026Q1: 8,079 shares 8,079 $399K 0.02% +3,967 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $389K 0.02% new 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: 4,358 shares; 2024Q4: 4,124 shares; 2025Q1: 3,812 shares; 2025Q2: 3,965 shares; 2025Q3: 3,479 shares; 2025Q4: 3,056 shares; 2026Q1: 3,352 shares 3,352 $386K 0.02% +296 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,275 shares; 2025Q1: 1,310 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,678 shares; 2026Q1: 5,701 shares 5,701 $382K 0.02% +23 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: 1,180 shares; 2024Q4: 1,183 shares; 2025Q1: 1,322 shares; 2025Q2: 1,337 shares; 2025Q3: 1,247 shares; 2025Q4: 1,083 shares; 2026Q1: 1,122 shares 1,122 $366K 0.01% +39 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: 1,340 shares; 2024Q4: 1,349 shares; 2025Q1: 1,424 shares; 2025Q2: 2,057 shares; 2025Q3: 1,909 shares; 2025Q4: 1,710 shares; 2026Q1: 1,713 shares 1,713 $362K 0.01% +3 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 4,620 shares; 2025Q1: 4,110 shares; 2025Q2: 3,600 shares; 2025Q3: 3,954 shares; 2025Q4: 3,838 shares; 2026Q1: 4,000 shares 4,000 $358K 0.01% +162 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: 12,685 shares; 2024Q4: 14,887 shares; 2025Q1: 10,248 shares; 2025Q2: not reported; 2025Q3: 16,772 shares; 2025Q4: 16,331 shares; 2026Q1: 14,374 shares 14,374 $356K 0.01% -1,957 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,238 shares 1,238 $350K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,292 shares; 2025Q2: 2,427 shares; 2025Q3: 2,549 shares; 2025Q4: 2,548 shares; 2026Q1: 2,615 shares 2,615 $343K 0.01% +67 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,340 shares; 2025Q2: 7,301 shares; 2025Q3: 7,116 shares; 2025Q4: 6,909 shares; 2026Q1: 7,782 shares 7,782 $339K 0.01% +873 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,530 shares; 2025Q3: 11,832 shares; 2025Q4: 13,209 shares; 2026Q1: 11,518 shares 11,518 $336K 0.01% -1,691 Timeline GSLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,677 shares 2,677 $335K 0.01% -140 Timeline UNIY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,810 shares; 2025Q1: 6,829 shares; 2025Q2: 6,835 shares; 2025Q3: 6,841 shares; 2025Q4: 6,848 shares; 2026Q1: 6,854 shares 6,854 $332K 0.01% +6 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,151 shares; 2025Q2: 111,410 shares; 2025Q3: 10,281 shares; 2025Q4: 8,222 shares; 2026Q1: 7,344 shares 7,344 $328K 0.01% -878 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,618 shares; 2025Q1: 1,156 shares; 2025Q2: 1,125 shares; 2025Q3: 1,028 shares; 2025Q4: 1,243 shares; 2026Q1: 1,707 shares 1,707 $324K 0.01% +464 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,910 shares; 2025Q4: 4,565 shares; 2026Q1: 5,237 shares 5,237 $323K 0.01% +672 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: not reported; 2025Q4: 655 shares; 2026Q1: 698 shares 698 $322K 0.01% +43 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 575 shares; 2025Q3: 583 shares; 2025Q4: 781 shares; 2026Q1: 757 shares 757 $321K 0.01% -24 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 5,719 shares; 2025Q1: 14,778 shares; 2025Q2: 6,246 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 5,741 shares 5,741 $319K 0.01% +1 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: not reported; 2025Q3: 2,013 shares; 2025Q4: 2,096 shares; 2026Q1: 2,596 shares 2,596 $319K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 633 shares; 2025Q3: 564 shares; 2025Q4: not reported; 2026Q1: 562 shares 562 $317K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,863 shares; 2025Q2: 17,919 shares; 2025Q3: 2,259 shares; 2025Q4: 2,063 shares; 2026Q1: 1,852 shares 1,852 $307K 0.01% -211 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,323 shares; 2025Q1: 978 shares; 2025Q2: 1,032 shares; 2025Q3: 1,019 shares; 2025Q4: 1,011 shares; 2026Q1: 1,147 shares 1,147 $306K 0.01% +136 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: 5,429 shares; 2024Q4: 3,796 shares; 2025Q1: 3,379 shares; 2025Q2: 5,313 shares; 2025Q3: 3,732 shares; 2025Q4: 4,140 shares; 2026Q1: 5,296 shares 5,296 $305K 0.01% +1,156 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: 1,813 shares; 2024Q4: 1,763 shares; 2025Q1: 2,043 shares; 2025Q2: 1,669 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,877 shares 1,877 $304K 0.01% +165 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: not reported; 2024Q4: not reported; 2025Q1: 8,653 shares; 2025Q2: 10,356 shares; 2025Q3: 8,250 shares; 2025Q4: 10,957 shares; 2026Q1: 7,802 shares 7,802 $300K 0.01% -3,155 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 1,706 shares; 2026Q1: 2,023 shares 2,023 $299K 0.01% +317 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,549 shares 4,549 $298K 0.01% -127 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: not reported; 2024Q4: 1,952 shares; 2025Q1: 2,245 shares; 2025Q2: 2,130 shares; 2025Q3: 1,844 shares; 2025Q4: 1,790 shares; 2026Q1: 2,029 shares 2,029 $297K 0.01% +239 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: 5,350 shares; 2025Q3: 5,622 shares; 2025Q4: 5,567 shares; 2026Q1: 6,409 shares 6,409 $297K 0.01% +842 Timeline SPHD 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: 5,991 shares; 2024Q4: 5,991 shares; 2025Q1: 5,991 shares; 2025Q2: 5,991 shares; 2025Q3: 5,991 shares; 2025Q4: 5,991 shares; 2026Q1: 5,991 shares 5,991 $297K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 199 shares 199 $294K 0.01% +19 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares; 2025Q4: 3,218 shares; 2026Q1: 4,146 shares 4,146 $292K 0.01% +928 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: 2,937 shares; 2024Q4: 2,613 shares; 2025Q1: 3,044 shares; 2025Q2: 3,524 shares; 2025Q3: 3,605 shares; 2025Q4: 3,473 shares; 2026Q1: 2,996 shares 2,996 $289K 0.01% -477 Timeline FIDI 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: 15,456 shares; 2024Q4: 15,496 shares; 2025Q1: 15,535 shares; 2025Q2: 14,088 shares; 2025Q3: 10,383 shares; 2025Q4: 9,873 shares; 2026Q1: 10,255 shares 10,255 $283K 0.01% +382 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: not reported; 2025Q4: not reported; 2026Q1: 3,878 shares 3,878 $282K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,901 shares; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 3,045 shares; 2026Q1: 3,045 shares 3,045 $279K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,403 shares; 2025Q3: 3,110 shares; 2025Q4: 3,142 shares; 2026Q1: 3,142 shares 3,142 $272K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 3,042 shares; 2025Q3: 3,046 shares; 2025Q4: 2,034 shares; 2026Q1: 2,759 shares 2,759 $270K 0.01% +725 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,195 shares; 2025Q4: 6,518 shares; 2026Q1: 6,556 shares 6,556 $269K 0.01% +38 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,913 shares; 2025Q1: 3,184 shares; 2025Q2: 3,387 shares; 2025Q3: 3,985 shares; 2025Q4: 3,962 shares; 2026Q1: 3,789 shares 3,789 $268K 0.01% -173 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,799 shares; 2025Q3: 18,942 shares; 2025Q4: 19,158 shares; 2026Q1: 17,072 shares 17,072 $267K 0.01% -2,086 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: not reported; 2025Q1: 5,810 shares; 2025Q2: 5,293 shares; 2025Q3: 5,293 shares; 2025Q4: 5,222 shares; 2026Q1: 4,832 shares 4,832 $267K 0.01% -390 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: 4,567 shares; 2024Q4: 4,592 shares; 2025Q1: 4,339 shares; 2025Q2: 4,337 shares; 2025Q3: 2,807 shares; 2025Q4: 2,566 shares; 2026Q1: 2,833 shares 2,833 $266K 0.01% +267 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,253 shares; 2025Q2: 50,759 shares; 2025Q3: 5,979 shares; 2025Q4: 5,102 shares; 2026Q1: 5,135 shares 5,135 $261K 0.01% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,876 shares 5,876 $259K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $259K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,258 shares; 2025Q4: 1,405 shares; 2026Q1: 1,610 shares 1,610 $258K 0.01% +205 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,901 shares; 2025Q1: 2,205 shares; 2025Q2: 1,987 shares; 2025Q3: 2,052 shares; 2025Q4: 1,608 shares; 2026Q1: 1,265 shares 1,265 $257K 0.01% -343 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $254K 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,106 shares 5,106 $253K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 13,951 shares; 2025Q1: 19,612 shares; 2025Q2: 17,686 shares; 2025Q3: 18,205 shares; 2025Q4: 13,297 shares; 2026Q1: 1,027 shares 1,027 $250K 0.01% -12,270 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,168 shares; 2026Q1: 2,333 shares 2,333 $249K 0.01% +165 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,896 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,132 shares; 2026Q1: 4,785 shares 4,785 $249K 0.01% +653 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,567 shares; 2025Q2: 1,288 shares; 2025Q3: 1,290 shares; 2025Q4: 1,292 shares; 2026Q1: 792 shares 792 $249K 0.01% -500 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441 shares 1,441 $248K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 376 shares; 2025Q1: 398 shares; 2025Q2: 1,123 shares; 2025Q3: 1,147 shares; 2025Q4: 770 shares; 2026Q1: 572 shares 572 $248K 0.01% -198 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 3,244 shares; 2026Q1: 3,524 shares 3,524 $247K 0.01% +280 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,817 shares; 2025Q1: 3,357 shares; 2025Q2: 1,657 shares; 2025Q3: 1,401 shares; 2025Q4: 1,237 shares; 2026Q1: 1,239 shares 1,239 $246K 0.01% +2 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,886 shares; 2025Q1: 11,080 shares; 2025Q2: 13,676 shares; 2025Q3: 13,863 shares; 2025Q4: 14,052 shares; 2026Q1: 14,283 shares 14,283 $245K 0.01% +231 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,094 shares; 2026Q1: 1,235 shares 1,235 $244K 0.01% +141 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: not reported; 2026Q1: 3,394 shares 3,394 $244K 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: not reported; 2025Q1: 1,633 shares; 2025Q2: 1,637 shares; 2025Q3: 1,685 shares; 2025Q4: 1,687 shares; 2026Q1: 1,545 shares 1,545 $243K 0.01% -142 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: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 2,533 shares; 2025Q3: 2,719 shares; 2025Q4: 2,605 shares; 2026Q1: 1,856 shares 1,856 $239K 0.01% -749 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,798 shares; 2025Q3: 12,146 shares; 2025Q4: 12,169 shares; 2026Q1: 6,400 shares 6,400 $235K 0.01% -5,769 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,450 shares; 2025Q1: 1,049 shares; 2025Q2: 1,073 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,358 shares 1,358 $234K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 3,414 shares; 2025Q3: 3,459 shares; 2025Q4: 3,423 shares; 2026Q1: 3,507 shares 3,507 $232K 0.01% +84 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 1,924 shares; 2025Q1: 3,002 shares; 2025Q2: 3,348 shares; 2025Q3: 3,152 shares; 2025Q4: 2,542 shares; 2026Q1: 2,512 shares 2,512 $231K 0.01% -30 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,828 shares; 2025Q3: 9,319 shares; 2025Q4: 10,091 shares; 2026Q1: 1,099 shares 1,099 $231K 0.01% -8,992 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 587 shares 587 $228K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,562 shares 2,562 $226K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 620 shares 620 $225K 0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 686 shares; 2025Q3: 715 shares; 2025Q4: 717 shares; 2026Q1: 733 shares 733 $221K 0.01% +16 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,573 shares; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,557 shares 1,557 $220K 0.01% +1 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 443 shares; 2025Q1: 517 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: not reported; 2026Q1: 603 shares 603 $219K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,345 shares; 2025Q2: not reported; 2025Q3: 4,313 shares; 2025Q4: not reported; 2026Q1: 3,368 shares 3,368 $219K 0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 821 shares 821 $219K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 936 shares; 2025Q1: 956 shares; 2025Q2: 812 shares; 2025Q3: 792 shares; 2025Q4: 801 shares; 2026Q1: 453 shares 453 $214K 0.01% -348 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,338 shares 4,338 $214K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 7,690 shares; 2026Q1: 7,690 shares 7,690 $214K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,180 shares 2,180 $209K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,487 shares; 2026Q1: 4,115 shares 4,115 $208K 0.01% -372 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,622 shares; 2025Q1: 3,038 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,844 shares 1,844 $204K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,027 shares; 2025Q2: 1,103 shares; 2025Q3: 1,067 shares; 2025Q4: not reported; 2026Q1: 1,203 shares 1,203 $204K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,798 shares 2,798 $203K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: not reported; 2026Q1: 2,191 shares 2,191 $202K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 184 shares 184 $202K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 2,897 shares 2,897 $200K 0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 422 shares; 2025Q1: 419 shares; 2025Q2: 447 shares; 2025Q3: 441 shares; 2025Q4: 419 shares; 2026Q1: 431 shares 431 $200K 0.01% +12 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,809 shares; 2025Q3: 15,865 shares; 2025Q4: 16,870 shares; 2026Q1: 15,970 shares 15,970 $180K 0.01% -900 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,228 shares 10,228 $176K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON 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: 12,995 shares; 2025Q3: not reported; 2025Q4: 12,325 shares; 2026Q1: 11,261 shares 11,261 $113K <0.01% -1,064 Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 13,136 shares; 2025Q3: not reported; 2025Q4: 13,928 shares; 2026Q1: 13,969 shares 13,969 $82.8K <0.01% +41 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: not reported; 2024Q4: not reported; 2025Q1: 13,433 shares; 2025Q2: 13,580 shares; 2025Q3: 13,433 shares; 2025Q4: 11,225 shares; 2026Q1: 11,228 shares 11,228 $58.3K <0.01% +3 Timeline