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: restricted; 2024Q4: 3,806,450 shares; 2025Q1: 3,887,132 shares; 2025Q2: 3,842,841 shares; 2025Q3: 3,845,476 shares; 2025Q4: 3,874,957 shares; 2026Q1: 3,887,458 shares 3,887,458 $138M 10.88% +12,501 Timeline JCPB 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: restricted; 2024Q4: 102,791 shares; 2025Q1: 1,926,980 shares; 2025Q2: 2,148,587 shares; 2025Q3: 2,279,496 shares; 2025Q4: 2,450,460 shares; 2026Q1: 2,639,364 shares 2,639,364 $124M 9.79% +188,904 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: restricted; 2024Q4: 130,184 shares; 2025Q1: 132,197 shares; 2025Q2: 137,209 shares; 2025Q3: 142,156 shares; 2025Q4: 147,751 shares; 2026Q1: 167,655 shares 167,655 $110M 8.63% +19,904 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: restricted; 2024Q4: 1,737,448 shares; 2025Q1: 1,891,669 shares; 2025Q2: 1,948,185 shares; 2025Q3: 2,005,230 shares; 2025Q4: 2,090,807 shares; 2026Q1: 2,226,626 shares 2,226,626 $102M 8% +135,819 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,679,078 shares; 2025Q1: 1,816,827 shares; 2025Q2: 1,913,371 shares; 2025Q3: 2,007,278 shares; 2025Q4: 2,201,232 shares; 2026Q1: 2,408,269 shares 2,408,269 $86M 6.78% +207,037 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: restricted; 2024Q4: 4,053,079 shares; 2025Q1: 3,882,561 shares; 2025Q2: 3,696,905 shares; 2025Q3: 3,542,152 shares; 2025Q4: 3,183,036 shares; 2026Q1: 2,672,115 shares 2,672,115 $67.1M 5.29% -510,921 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 844,484 shares; 2025Q1: 867,238 shares; 2025Q2: 868,539 shares; 2025Q3: 859,984 shares; 2025Q4: 856,409 shares; 2026Q1: 829,341 shares 829,341 $66.8M 5.27% -27,068 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: restricted; 2024Q4: 607,553 shares; 2025Q1: 631,687 shares; 2025Q2: 688,843 shares; 2025Q3: 753,817 shares; 2025Q4: 844,176 shares; 2026Q1: 972,216 shares 972,216 $65.7M 5.17% +128,040 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,757 shares; 2025Q1: 230,617 shares; 2025Q2: 243,148 shares; 2025Q3: 243,148 shares; 2025Q4: 243,253 shares; 2026Q1: 245,657 shares 245,657 $52.1M 4.11% +2,404 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,805 shares; 2025Q1: 136,290 shares; 2025Q2: 139,511 shares; 2025Q3: 140,062 shares; 2025Q4: 138,276 shares; 2026Q1: 138,366 shares 138,366 $41.8M 3.3% +90 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: restricted; 2024Q4: 197,522 shares; 2025Q1: 211,537 shares; 2025Q2: 241,011 shares; 2025Q3: 257,159 shares; 2025Q4: 281,657 shares; 2026Q1: 323,477 shares 323,477 $40.2M 3.17% +41,820 Timeline SCHM 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: restricted; 2024Q4: 1,939,998 shares; 2025Q1: 1,886,684 shares; 2025Q2: 1,813,315 shares; 2025Q3: 1,723,095 shares; 2025Q4: 1,568,534 shares; 2026Q1: 1,282,374 shares 1,282,374 $39.7M 3.13% -286,160 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: restricted; 2024Q4: 741,406 shares; 2025Q1: 807,988 shares; 2025Q2: 831,157 shares; 2025Q3: 869,361 shares; 2025Q4: 957,430 shares; 2026Q1: 1,062,100 shares 1,062,100 $28.2M 2.22% +104,670 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: restricted; 2024Q4: 312,233 shares; 2025Q1: 327,020 shares; 2025Q2: 371,598 shares; 2025Q3: 387,662 shares; 2025Q4: 412,629 shares; 2026Q1: 446,289 shares 446,289 $27.9M 2.2% +33,660 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,027 shares; 2026Q1: 248,740 shares 248,740 $27.3M 2.15% +172,713 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,094,246 shares; 2025Q1: 1,057,514 shares; 2025Q2: 1,030,250 shares; 2025Q3: 998,798 shares; 2025Q4: 912,824 shares; 2026Q1: 740,763 shares 740,763 $21.5M 1.7% -172,061 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: restricted; 2024Q4: 69,809 shares; 2025Q1: 69,663 shares; 2025Q2: 69,467 shares; 2025Q3: 68,376 shares; 2025Q4: 68,912 shares; 2026Q1: 70,124 shares 70,124 $17.8M 1.4% +1,212 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: restricted; 2024Q4: 29,783 shares; 2025Q1: 26,497 shares; 2025Q2: 26,389 shares; 2025Q3: 26,411 shares; 2025Q4: 26,009 shares; 2026Q1: 25,359 shares 25,359 $12.2M 0.96% -650 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: restricted; 2024Q4: 84,810 shares; 2025Q1: 84,540 shares; 2025Q2: 84,377 shares; 2025Q3: 83,685 shares; 2025Q4: 83,659 shares; 2026Q1: 82,409 shares 82,409 $10.2M 0.81% -1,250 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: restricted; 2024Q4: 11,910 shares; 2025Q1: 12,767 shares; 2025Q2: 14,176 shares; 2025Q3: 14,471 shares; 2025Q4: 14,819 shares; 2026Q1: 17,039 shares 17,039 $10.2M 0.8% +2,220 Timeline JMUB 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: restricted; 2024Q4: 86,964 shares; 2025Q1: 99,130 shares; 2025Q2: 79,795 shares; 2025Q3: 119,851 shares; 2025Q4: 132,043 shares; 2026Q1: 157,489 shares 157,489 $7.87M 0.62% +25,446 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: restricted; 2024Q4: 24,868 shares; 2025Q1: 21,718 shares; 2025Q2: 21,360 shares; 2025Q3: 21,442 shares; 2025Q4: 21,377 shares; 2026Q1: 21,102 shares 21,102 $7.81M 0.62% -275 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488,460 shares; 2025Q1: 493,777 shares; 2025Q2: 478,742 shares; 2025Q3: 465,278 shares; 2025Q4: 414,423 shares; 2026Q1: 328,668 shares 328,668 $7.63M 0.6% -85,755 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: restricted; 2024Q4: 83,198 shares; 2025Q1: 82,113 shares; 2025Q2: 78,601 shares; 2025Q3: 78,485 shares; 2025Q4: 77,241 shares; 2026Q1: 78,995 shares 78,995 $5.06M 0.4% +1,754 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: restricted; 2024Q4: 294,429 shares; 2025Q1: 286,889 shares; 2025Q2: 272,765 shares; 2025Q3: 267,958 shares; 2025Q4: 224,678 shares; 2026Q1: 199,171 shares 199,171 $4.93M 0.39% -25,507 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: restricted; 2024Q4: 61,413 shares; 2025Q1: 58,148 shares; 2025Q2: 56,507 shares; 2025Q3: 55,561 shares; 2025Q4: 53,433 shares; 2026Q1: 48,891 shares 48,891 $4.75M 0.37% -4,542 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: restricted; 2024Q4: 97,927 shares; 2025Q1: 96,577 shares; 2025Q2: 96,558 shares; 2025Q3: 96,558 shares; 2025Q4: 96,558 shares; 2026Q1: 95,351 shares 95,351 $4.62M 0.36% -1,207 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: restricted; 2024Q4: 15,209 shares; 2025Q1: 49,428 shares; 2025Q2: 58,396 shares; 2025Q3: 67,245 shares; 2025Q4: 80,435 shares; 2026Q1: 90,554 shares 90,554 $4.56M 0.36% +10,119 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,722 shares; 2025Q1: 11,879 shares; 2025Q2: 13,053 shares; 2025Q3: 12,785 shares; 2025Q4: 12,743 shares; 2026Q1: 12,469 shares 12,469 $4.45M 0.35% -274 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: restricted; 2024Q4: 10,080 shares; 2025Q1: 10,331 shares; 2025Q2: 10,425 shares; 2025Q3: 10,235 shares; 2025Q4: 10,255 shares; 2026Q1: 10,249 shares 10,249 $4.41M 0.35% -6 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,935 shares; 2025Q1: 158,636 shares; 2025Q2: 158,153 shares; 2025Q3: 158,218 shares; 2025Q4: 158,218 shares; 2026Q1: 158,494 shares 158,494 $4.06M 0.32% +276 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: restricted; 2024Q4: 5,021 shares; 2025Q1: 6,032 shares; 2025Q2: 7,419 shares; 2025Q3: 8,004 shares; 2025Q4: 8,951 shares; 2026Q1: 9,338 shares 9,338 $3.98M 0.31% +387 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: restricted; 2024Q4: 10,772 shares; 2025Q1: 10,266 shares; 2025Q2: 10,698 shares; 2025Q3: 10,224 shares; 2025Q4: 10,057 shares; 2026Q1: 10,110 shares 10,110 $3.76M 0.3% +53 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: restricted; 2024Q4: 78,288 shares; 2025Q1: 74,300 shares; 2025Q2: 74,746 shares; 2025Q3: 73,477 shares; 2025Q4: 68,523 shares; 2026Q1: 62,649 shares 62,649 $3.39M 0.27% -5,874 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: restricted; 2024Q4: 5,151 shares; 2025Q1: 5,135 shares; 2025Q2: 5,227 shares; 2025Q3: 5,233 shares; 2025Q4: 5,362 shares; 2026Q1: 5,181 shares 5,181 $3.37M 0.27% -181 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,774 shares; 2025Q1: 143,489 shares; 2025Q2: 142,951 shares; 2025Q3: 142,856 shares; 2025Q4: 142,614 shares; 2026Q1: 142,614 shares 142,614 $3.25M 0.26% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,683 shares; 2025Q1: 106,993 shares; 2025Q2: 109,652 shares; 2025Q3: 109,797 shares; 2025Q4: 115,058 shares; 2026Q1: 119,355 shares 119,355 $3.18M 0.25% +4,297 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: restricted; 2024Q4: 10,503 shares; 2025Q1: 10,371 shares; 2025Q2: 10,502 shares; 2025Q3: 10,211 shares; 2025Q4: 10,754 shares; 2026Q1: 10,600 shares 10,600 $3.12M 0.25% -154 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: restricted; 2024Q4: 6,449 shares; 2025Q1: 7,325 shares; 2025Q2: 9,563 shares; 2025Q3: 9,662 shares; 2025Q4: 10,081 shares; 2026Q1: 10,786 shares 10,786 $3.1M 0.24% +705 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: restricted; 2024Q4: 9,457 shares; 2025Q1: 9,629 shares; 2025Q2: 9,681 shares; 2025Q3: 9,494 shares; 2025Q4: 9,479 shares; 2026Q1: 14,151 shares 14,151 $3.08M 0.24% +4,672 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: restricted; 2024Q4: 28,384 shares; 2025Q1: 28,384 shares; 2025Q2: 31,427 shares; 2025Q3: 31,395 shares; 2025Q4: 31,312 shares; 2026Q1: 31,155 shares 31,155 $3.03M 0.24% -157 Timeline AVLV 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: restricted; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 37,347 shares; 2025Q3: 36,821 shares; 2025Q4: 36,588 shares; 2026Q1: 36,514 shares 36,514 $2.94M 0.23% -74 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: restricted; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.23% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,594 shares; 2025Q1: 47,686 shares; 2025Q2: 44,559 shares; 2025Q3: 42,259 shares; 2025Q4: 41,008 shares; 2026Q1: 36,843 shares 36,843 $2.74M 0.22% -4,165 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,042 shares; 2025Q1: 16,045 shares; 2025Q2: 15,450 shares; 2025Q3: 15,447 shares; 2025Q4: 15,447 shares; 2026Q1: 15,447 shares 15,447 $2.52M 0.2% 0 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: restricted; 2024Q4: 8,248 shares; 2025Q1: 6,946 shares; 2025Q2: 6,924 shares; 2025Q3: 6,978 shares; 2025Q4: 7,248 shares; 2026Q1: 7,748 shares 7,748 $2.23M 0.18% +500 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: restricted; 2024Q4: 12,150 shares; 2025Q1: 11,568 shares; 2025Q2: 11,637 shares; 2025Q3: 11,863 shares; 2025Q4: 12,500 shares; 2026Q1: 12,633 shares 12,633 $2.2M 0.17% +133 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,258 shares; 2025Q1: 9,724 shares; 2025Q2: 9,801 shares; 2025Q3: 10,072 shares; 2025Q4: 11,831 shares; 2026Q1: 15,021 shares 15,021 $2.19M 0.17% +3,190 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: restricted; 2024Q4: 9,653 shares; 2025Q1: 9,653 shares; 2025Q2: 9,669 shares; 2025Q3: 9,707 shares; 2025Q4: 9,975 shares; 2026Q1: 9,975 shares 9,975 $2.13M 0.17% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,342 shares; 2025Q1: 12,368 shares; 2025Q2: 12,235 shares; 2025Q3: 11,835 shares; 2025Q4: 12,051 shares; 2026Q1: 12,257 shares 12,257 $2.08M 0.16% +206 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: restricted; 2024Q4: 5,327 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,331 shares; 2026Q1: 5,331 shares 5,331 $1.82M 0.14% 0 Timeline SMMU 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: restricted; 2024Q4: 12,455 shares; 2025Q1: 17,124 shares; 2025Q2: 24,324 shares; 2025Q3: 29,185 shares; 2025Q4: 32,759 shares; 2026Q1: 35,954 shares 35,954 $1.81M 0.14% +3,195 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: restricted; 2024Q4: 8,735 shares; 2025Q1: 7,830 shares; 2025Q2: 7,750 shares; 2025Q3: 7,719 shares; 2025Q4: 8,365 shares; 2026Q1: 8,224 shares 8,224 $1.71M 0.13% -141 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: restricted; 2024Q4: 2,049 shares; 2025Q1: 1,938 shares; 2025Q2: 1,928 shares; 2025Q3: 1,930 shares; 2025Q4: 1,820 shares; 2026Q1: 1,800 shares 1,800 $1.66M 0.13% -20 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,475 shares; 2025Q1: 85,084 shares; 2025Q2: 85,184 shares; 2025Q3: 84,733 shares; 2025Q4: 85,238 shares; 2026Q1: 85,242 shares 85,242 $1.65M 0.13% +4 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: restricted; 2024Q4: 7,185 shares; 2025Q1: 8,241 shares; 2025Q2: 8,358 shares; 2025Q3: 8,360 shares; 2025Q4: 9,206 shares; 2026Q1: 8,043 shares 8,043 $1.58M 0.12% -1,163 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: restricted; 2024Q4: 13,392 shares; 2025Q1: 13,392 shares; 2025Q2: 13,007 shares; 2025Q3: 13,007 shares; 2025Q4: 13,019 shares; 2026Q1: 13,029 shares 13,029 $1.47M 0.12% +10 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: restricted; 2024Q4: 4,826 shares; 2025Q1: 4,776 shares; 2025Q2: 4,832 shares; 2025Q3: 4,960 shares; 2025Q4: 5,096 shares; 2026Q1: 4,453 shares 4,453 $1.43M 0.11% -643 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: restricted; 2024Q4: 11,066 shares; 2025Q1: 9,661 shares; 2025Q2: 9,680 shares; 2025Q3: 9,539 shares; 2025Q4: 10,148 shares; 2026Q1: 9,769 shares 9,769 $1.41M 0.11% -379 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: restricted; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares 1,949 $1.38M 0.11% 0 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: restricted; 2024Q4: 5,526 shares; 2025Q1: 5,452 shares; 2025Q2: 5,441 shares; 2025Q3: 5,441 shares; 2025Q4: 5,492 shares; 2026Q1: 5,565 shares 5,565 $1.38M 0.11% +73 Timeline VOE 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: restricted; 2024Q4: 2,707 shares; 2025Q1: 2,733 shares; 2025Q2: 4,805 shares; 2025Q3: 4,855 shares; 2025Q4: 5,201 shares; 2026Q1: 6,623 shares 6,623 $1.22M 0.1% +1,422 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: restricted; 2024Q4: 5,207 shares; 2025Q1: 4,927 shares; 2025Q2: 4,915 shares; 2025Q3: 4,857 shares; 2025Q4: 5,261 shares; 2026Q1: 4,962 shares 4,962 $1.21M 0.1% -299 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: restricted; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 3,314 shares; 2025Q3: 4,043 shares; 2025Q4: 4,369 shares; 2026Q1: 4,090 shares 4,090 $1.17M 0.09% -279 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,954 shares; 2025Q1: 9,954 shares; 2025Q2: 9,954 shares; 2025Q3: 9,954 shares; 2025Q4: 9,954 shares; 2026Q1: 9,954 shares 9,954 $1.14M 0.09% 0 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: restricted; 2024Q4: 5,791 shares; 2025Q1: 5,791 shares; 2025Q2: 5,791 shares; 2025Q3: 5,791 shares; 2025Q4: 5,791 shares; 2026Q1: 5,791 shares 5,791 $1.12M 0.09% 0 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: restricted; 2024Q4: 3,222 shares; 2025Q1: 3,221 shares; 2025Q2: 2,744 shares; 2025Q3: 2,376 shares; 2025Q4: 2,547 shares; 2026Q1: 2,374 shares 2,374 $1.04M 0.08% -173 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: restricted; 2024Q4: 8,450 shares; 2025Q1: 8,450 shares; 2025Q2: 8,478 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares; 2026Q1: 8,478 shares 8,478 $1.01M 0.08% 0 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: restricted; 2024Q4: 13,689 shares; 2025Q1: 13,544 shares; 2025Q2: 13,477 shares; 2025Q3: 13,334 shares; 2025Q4: 13,334 shares; 2026Q1: 13,002 shares 13,002 $976K 0.08% -332 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: restricted; 2024Q4: 9,603 shares; 2025Q1: 8,397 shares; 2025Q2: 8,173 shares; 2025Q3: 8,147 shares; 2025Q4: 8,153 shares; 2026Q1: 9,465 shares 9,465 $972K 0.08% +1,312 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: restricted; 2024Q4: not reported; 2025Q1: 7,312 shares; 2025Q2: 11,701 shares; 2025Q3: 12,695 shares; 2025Q4: 16,239 shares; 2026Q1: 19,613 shares 19,613 $971K 0.08% +3,374 Timeline SPTM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,201 shares 12,201 $965K 0.08% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,456 shares 18,456 $892K 0.07% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,177 shares; 2025Q1: 3,177 shares; 2025Q2: 3,177 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares; 2026Q1: 3,177 shares 3,177 $845K 0.07% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,266 shares; 2025Q1: 14,173 shares; 2025Q2: 13,860 shares; 2025Q3: 13,343 shares; 2025Q4: 13,113 shares; 2026Q1: 24,077 shares 24,077 $793K 0.06% +10,964 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: restricted; 2024Q4: 34,542 shares; 2025Q1: 29,080 shares; 2025Q2: 26,848 shares; 2025Q3: 26,848 shares; 2025Q4: 26,417 shares; 2026Q1: 26,415 shares 26,415 $769K 0.06% -2 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,100 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares 2,896 $768K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,107 shares 16,107 $735K 0.06% new 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: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,641 shares; 2025Q2: 5,773 shares; 2025Q3: 5,697 shares; 2025Q4: 6,074 shares; 2026Q1: 6,057 shares 6,057 $729K 0.06% -17 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: restricted; 2024Q4: 966 shares; 2025Q1: 1,119 shares; 2025Q2: 1,450 shares; 2025Q3: 1,254 shares; 2025Q4: 1,331 shares; 2026Q1: 1,289 shares 1,289 $726K 0.06% -42 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,362 shares; 2025Q1: 13,431 shares; 2025Q2: 13,431 shares; 2025Q3: 13,429 shares; 2025Q4: 13,429 shares; 2026Q1: 13,429 shares 13,429 $700K 0.06% 0 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: restricted; 2024Q4: 8,710 shares; 2025Q1: 6,444 shares; 2025Q2: 6,470 shares; 2025Q3: 9,453 shares; 2025Q4: 9,151 shares; 2026Q1: 8,986 shares 8,986 $688K 0.05% -165 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: restricted; 2024Q4: 1,185 shares; 2025Q1: 1,090 shares; 2025Q2: 1,094 shares; 2025Q3: 1,171 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares 1,174 $677K 0.05% 0 Timeline DVY 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: restricted; 2024Q4: 4,392 shares; 2025Q1: 4,392 shares; 2025Q2: 4,392 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares 4,392 $665K 0.05% 0 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: restricted; 2024Q4: 5,270 shares; 2025Q1: 5,154 shares; 2025Q2: 4,998 shares; 2025Q3: 4,998 shares; 2025Q4: 5,054 shares; 2026Q1: 5,054 shares 5,054 $662K 0.05% 0 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: restricted; 2024Q4: 4,052 shares; 2025Q1: 4,052 shares; 2025Q2: 4,052 shares; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares; 2026Q1: 4,052 shares 4,052 $638K 0.05% 0 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: restricted; 2024Q4: 2,612 shares; 2025Q1: 2,908 shares; 2025Q2: 2,929 shares; 2025Q3: 2,908 shares; 2025Q4: 3,072 shares; 2026Q1: 3,034 shares 3,034 $628K 0.05% -38 Timeline SCHC 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: restricted; 2024Q4: 10,276 shares; 2025Q1: 9,130 shares; 2025Q2: 8,517 shares; 2025Q3: 8,068 shares; 2025Q4: 6,607 shares; 2026Q1: 13,294 shares 13,294 $621K 0.05% +6,687 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: restricted; 2024Q4: 31,022 shares; 2025Q1: 36,514 shares; 2025Q2: 36,546 shares; 2025Q3: 38,158 shares; 2025Q4: 38,186 shares; 2026Q1: 37,926 shares 37,926 $594K 0.05% -260 Timeline JBBB 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: restricted; 2024Q4: not reported; 2025Q1: 12,309 shares; 2025Q2: 11,844 shares; 2025Q3: 11,965 shares; 2025Q4: 12,807 shares; 2026Q1: 12,618 shares 12,618 $588K 0.05% -189 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,816 shares; 2025Q1: 91,816 shares; 2025Q2: 117,748 shares; 2025Q3: 117,748 shares; 2025Q4: 117,748 shares; 2026Q1: 117,748 shares 117,748 $588K 0.05% 0 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: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 553 shares; 2025Q3: 580 shares; 2025Q4: 6,079 shares; 2026Q1: 5,842 shares 5,842 $562K 0.04% -237 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: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $546K 0.04% 0 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: restricted; 2024Q4: 7,692 shares; 2025Q1: 7,692 shares; 2025Q2: 7,692 shares; 2025Q3: 7,717 shares; 2025Q4: 7,692 shares; 2026Q1: 7,692 shares 7,692 $540K 0.04% 0 Timeline SPXL 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: restricted; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,088 shares; 2025Q3: 2,600 shares; 2025Q4: 1,652 shares; 2026Q1: 2,891 shares 2,891 $535K 0.04% +1,239 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: restricted; 2024Q4: 1,690 shares; 2025Q1: 2,243 shares; 2025Q2: 2,211 shares; 2025Q3: 2,193 shares; 2025Q4: 1,490 shares; 2026Q1: 1,460 shares 1,460 $522K 0.04% -30 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: restricted; 2024Q4: 9,865 shares; 2025Q1: 11,556 shares; 2025Q2: 8,943 shares; 2025Q3: 9,944 shares; 2025Q4: 11,820 shares; 2026Q1: 9,937 shares 9,937 $497K 0.04% -1,883 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: restricted; 2024Q4: 1,698 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares 1,594 $495K 0.04% 0 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: restricted; 2024Q4: 6,185 shares; 2025Q1: 5,882 shares; 2025Q2: 5,578 shares; 2025Q3: 5,335 shares; 2025Q4: 4,457 shares; 2026Q1: 4,900 shares 4,900 $486K 0.04% +443 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,145 shares 4,145 $458K 0.04% -260 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: restricted; 2024Q4: 583 shares; 2025Q1: 655 shares; 2025Q2: 701 shares; 2025Q3: 596 shares; 2025Q4: 741 shares; 2026Q1: 797 shares 797 $456K 0.04% +56 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,221 shares 1,221 $453K 0.04% -11 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,768 shares; 2025Q1: 3,834 shares; 2025Q2: 4,126 shares; 2025Q3: 4,118 shares; 2025Q4: 3,933 shares; 2026Q1: 3,783 shares 3,783 $434K 0.03% -150 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,239 shares; 2025Q1: 9,536 shares; 2025Q2: 9,536 shares; 2025Q3: 9,536 shares; 2025Q4: 9,536 shares; 2026Q1: 8,861 shares 8,861 $421K 0.03% -675 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: restricted; 2024Q4: 538 shares; 2025Q1: 585 shares; 2025Q2: 734 shares; 2025Q3: 691 shares; 2025Q4: 735 shares; 2026Q1: 686 shares 686 $415K 0.03% -49 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,516 shares; 2025Q1: 8,516 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares; 2025Q4: 8,516 shares; 2026Q1: 7,296 shares 7,296 $414K 0.03% -1,220 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: restricted; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 358 shares; 2025Q3: 395 shares; 2025Q4: 403 shares; 2026Q1: 408 shares 408 $407K 0.03% +5 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: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,349 shares; 2025Q3: 1,320 shares; 2025Q4: 1,303 shares; 2026Q1: 1,191 shares 1,191 $392K 0.03% -112 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,969 shares; 2025Q1: 1,829 shares; 2025Q2: 1,834 shares; 2025Q3: 1,826 shares; 2025Q4: 1,773 shares; 2026Q1: 1,803 shares 1,803 $392K 0.03% +30 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $391K 0.03% 0 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: restricted; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 3,085 shares 3,085 $386K 0.03% 0 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: restricted; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 3,084 shares; 2025Q3: 3,149 shares; 2025Q4: 6,298 shares; 2026Q1: 6,276 shares 6,276 $384K 0.03% -22 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: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,417 shares; 2025Q2: 1,754 shares; 2025Q3: 1,737 shares; 2025Q4: 1,482 shares; 2026Q1: 1,407 shares 1,407 $381K 0.03% -75 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 300 shares 300 $378K 0.03% -36 Timeline SCHH 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: restricted; 2024Q4: 23,381 shares; 2025Q1: 20,328 shares; 2025Q2: 23,412 shares; 2025Q3: 22,833 shares; 2025Q4: 13,292 shares; 2026Q1: 17,431 shares 17,431 $375K 0.03% +4,139 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: restricted; 2024Q4: 3,824 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,874 shares; 2026Q1: 4,015 shares 4,015 $368K 0.03% +141 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 3,506 shares; 2025Q4: 3,506 shares; 2026Q1: 4,253 shares 4,253 $361K 0.03% +747 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,343 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares 9,240 $359K 0.03% 0 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: restricted; 2024Q4: 528 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $357K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,870 shares; 2025Q3: 2,296 shares; 2025Q4: 2,311 shares; 2026Q1: 2,382 shares 2,382 $348K 0.03% +71 Timeline ACWI 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: restricted; 2024Q4: 2,077 shares; 2025Q1: 2,076 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 2,328 shares 2,328 $322K 0.03% -23 Timeline IJT 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: restricted; 2024Q4: 1,941 shares; 2025Q1: 1,822 shares; 2025Q2: 2,279 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares 2,224 $322K 0.03% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares; 2025Q4: 3,662 shares; 2026Q1: 2,836 shares 2,836 $316K 0.02% -826 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares 2,133 $312K 0.02% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares; 2026Q1: 4,563 shares 4,563 $306K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,940 shares; 2025Q1: 6,840 shares; 2025Q2: 6,604 shares; 2025Q3: 6,701 shares; 2025Q4: 7,265 shares; 2026Q1: 5,989 shares 5,989 $299K 0.02% -1,276 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 932 shares; 2026Q1: 857 shares 857 $290K 0.02% -75 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,359 shares; 2026Q1: 11,359 shares 11,359 $288K 0.02% 0 Timeline PDN 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: restricted; 2024Q4: 8,069 shares; 2025Q1: 7,831 shares; 2025Q2: 8,069 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares; 2026Q1: 6,544 shares 6,544 $284K 0.02% -1,407 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares 1,031 $270K 0.02% new 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: restricted; 2024Q4: 5,929 shares; 2025Q1: 5,682 shares; 2025Q2: 5,578 shares; 2025Q3: 5,484 shares; 2025Q4: 6,748 shares; 2026Q1: 5,360 shares 5,360 $269K 0.02% -1,388 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,696 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,771 shares; 2025Q4: 8,771 shares; 2026Q1: 8,771 shares 8,771 $266K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares 2,279 $256K 0.02% 0 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: restricted; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,184 shares 5,184 $256K 0.02% -516 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,182 shares 1,182 $254K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,275 shares 1,275 $253K 0.02% +21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,966 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $251K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares 1,892 $251K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,706 shares; 2025Q1: 1,602 shares; 2025Q2: 1,429 shares; 2025Q3: 1,240 shares; 2025Q4: 1,214 shares; 2026Q1: 918 shares 918 $250K 0.02% -296 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 4,115 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,625 shares; 2026Q1: 4,599 shares 4,599 $243K 0.02% -26 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,701 shares; 2025Q3: 8,643 shares; 2025Q4: 8,557 shares; 2026Q1: 8,247 shares 8,247 $239K 0.02% -310 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $238K 0.02% 0 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: restricted; 2024Q4: 4,103 shares; 2025Q1: 3,373 shares; 2025Q2: 3,153 shares; 2025Q3: 3,151 shares; 2025Q4: 2,476 shares; 2026Q1: 2,447 shares 2,447 $236K 0.02% -29 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,272 shares; 2026Q1: 6,602 shares 6,602 $234K 0.02% +330 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 2,970 shares; 2025Q4: 2,958 shares; 2026Q1: 2,977 shares 2,977 $230K 0.02% +19 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares 1,580 $229K 0.02% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares; 2026Q1: 2,271 shares 2,271 $229K 0.02% -2,214 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 862 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $228K 0.02% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,296 shares; 2025Q4: 6,439 shares; 2026Q1: 6,419 shares 6,419 $222K 0.02% -20 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $217K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares 1,084 $216K 0.02% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,327 shares 2,327 $213K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $212K 0.02% new 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: restricted; 2024Q4: 2,769 shares; 2025Q1: 2,428 shares; 2025Q2: 2,471 shares; 2025Q3: 2,428 shares; 2025Q4: 2,827 shares; 2026Q1: 2,428 shares 2,428 $210K 0.02% -399 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: 2,658 shares 2,658 $206K 0.02% -858 Timeline RWJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,033 shares 4,033 $204K 0.02% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,281 shares; 2026Q1: 2,564 shares 2,564 $203K 0.02% -717 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,374 shares; 2026Q1: 2,236 shares 2,236 $202K 0.02% -138 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 405 shares 405 $202K 0.02% +22 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,545 shares 4,545 $201K 0.02% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,903 shares; 2025Q3: 10,718 shares; 2025Q4: 10,718 shares; 2026Q1: 10,718 shares 10,718 $185K 0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,489 shares; 2025Q1: 16,489 shares; 2025Q2: 16,489 shares; 2025Q3: 16,489 shares; 2025Q4: 16,489 shares; 2026Q1: 16,489 shares 16,489 $180K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,733 shares 11,733 $83.2K 0.01% new Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,195 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $57.9K <0.01% new Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares 27,000 $40.2K <0.01% 0 Timeline FEAM 5E ADVANCED MATERIALS INC More: the full row for 5E ADVANCED MATERIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,286 shares; 2026Q1: 12,286 shares 12,286 $17.2K <0.01% 0 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $16.9K <0.01% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 15,700 shares; 2025Q2: 14,500 shares; 2025Q3: 15,200 shares; 2025Q4: 15,202 shares; 2026Q1: 15,002 shares 15,002 $14.9K <0.01% -200 Timeline CDLX CARDLYTICS INC More: the full row for CARDLYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $14.7K <0.01% 0 Timeline