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: 1,850,010 shares; 2024Q4: 3,433,982 shares; 2025Q1: 3,657,746 shares; 2025Q2: 3,901,103 shares; 2025Q3: 3,998,621 shares; 2025Q4: 6,500,481 shares; 2026Q1: 6,694,957 shares 6,694,957 $260M 14.86% +194,476 Timeline DFGP 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: not reported; 2025Q3: not reported; 2025Q4: 2,471,670 shares; 2026Q1: 2,541,953 shares 2,541,953 $137M 7.84% +70,283 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,591 shares; 2024Q4: 199,250 shares; 2025Q1: 205,090 shares; 2025Q2: 220,864 shares; 2025Q3: 242,492 shares; 2025Q4: 416,566 shares; 2026Q1: 435,693 shares 435,693 $105M 5.97% +19,127 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,234,872 shares; 2026Q1: 2,248,840 shares 2,248,840 $104M 5.93% +13,968 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: 311,014 shares; 2024Q4: 857,587 shares; 2025Q1: 1,020,922 shares; 2025Q2: 1,201,954 shares; 2025Q3: 1,282,293 shares; 2025Q4: 2,722,819 shares; 2026Q1: 2,829,499 shares 2,829,499 $101M 5.74% +106,680 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: 31,558 shares; 2024Q4: 92,882 shares; 2025Q1: 120,871 shares; 2025Q2: 161,297 shares; 2025Q3: 176,194 shares; 2025Q4: 662,794 shares; 2026Q1: 677,534 shares 677,534 $74.8M 4.28% +14,740 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597,507 shares; 2024Q4: 1,041,822 shares; 2025Q1: 1,084,484 shares; 2025Q2: 1,222,395 shares; 2025Q3: 1,276,846 shares; 2025Q4: 1,363,267 shares; 2026Q1: 1,485,668 shares 1,485,668 $71.4M 4.08% +122,401 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,326,778 shares; 2026Q1: 1,317,339 shares 1,317,339 $63.1M 3.61% -9,439 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: 280,295 shares; 2024Q4: 480,408 shares; 2025Q1: 502,492 shares; 2025Q2: 624,891 shares; 2025Q3: 654,969 shares; 2025Q4: 736,205 shares; 2026Q1: 832,346 shares 832,346 $61.3M 3.5% +96,141 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 204,911 shares; 2025Q4: 2,054,408 shares; 2026Q1: 2,099,906 shares 2,099,906 $52.4M 2.99% +45,498 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: 94,734 shares; 2024Q4: 271,685 shares; 2025Q1: 337,638 shares; 2025Q2: 430,894 shares; 2025Q3: 463,651 shares; 2025Q4: 1,430,647 shares; 2026Q1: 1,472,478 shares 1,472,478 $50.9M 2.91% +41,831 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,412 shares; 2024Q4: 297,807 shares; 2025Q1: 303,962 shares; 2025Q2: 318,265 shares; 2025Q3: 336,102 shares; 2025Q4: 621,906 shares; 2026Q1: 620,410 shares 620,410 $48.6M 2.78% -1,496 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: not reported; 2025Q3: not reported; 2025Q4: 1,221,978 shares; 2026Q1: 1,290,110 shares 1,290,110 $47.4M 2.71% +68,132 Timeline IMTM 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: 99,099 shares; 2024Q4: 280,841 shares; 2025Q1: 342,831 shares; 2025Q2: 389,319 shares; 2025Q3: 421,815 shares; 2025Q4: 883,958 shares; 2026Q1: 918,233 shares 918,233 $44.1M 2.52% +34,275 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: 20,816 shares; 2024Q4: 55,238 shares; 2025Q1: 66,700 shares; 2025Q2: 82,655 shares; 2025Q3: 86,265 shares; 2025Q4: 334,416 shares; 2026Q1: 337,844 shares 337,844 $33.7M 1.93% +3,428 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,474 shares; 2024Q4: 114,757 shares; 2025Q1: 123,386 shares; 2025Q2: 136,204 shares; 2025Q3: 152,870 shares; 2025Q4: 155,158 shares; 2026Q1: 165,209 shares 165,209 $31.7M 1.81% +10,051 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,830 shares; 2024Q4: 218,295 shares; 2025Q1: 238,945 shares; 2025Q2: 263,164 shares; 2025Q3: 296,590 shares; 2025Q4: 307,678 shares; 2026Q1: 332,924 shares 332,924 $30.9M 1.76% +25,246 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: 45,411 shares; 2024Q4: 129,863 shares; 2025Q1: 168,466 shares; 2025Q2: 219,854 shares; 2025Q3: 244,940 shares; 2025Q4: 304,318 shares; 2026Q1: 332,226 shares 332,226 $26.8M 1.53% +27,908 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: 612,574 shares; 2024Q4: 721,944 shares; 2025Q1: 677,408 shares; 2025Q2: 645,665 shares; 2025Q3: 628,491 shares; 2025Q4: 586,045 shares; 2026Q1: 546,249 shares 546,249 $26.5M 1.51% -39,796 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: 61,188 shares; 2024Q4: 93,806 shares; 2025Q1: 115,748 shares; 2025Q2: 113,956 shares; 2025Q3: 107,540 shares; 2025Q4: 104,303 shares; 2026Q1: 103,197 shares 103,197 $26.2M 1.5% -1,106 Timeline AVES 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: 32,357 shares; 2024Q4: 97,984 shares; 2025Q1: 125,134 shares; 2025Q2: 145,785 shares; 2025Q3: 159,082 shares; 2025Q4: 378,071 shares; 2026Q1: 389,659 shares 389,659 $23.4M 1.34% +11,588 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,755 shares; 2026Q1: 273,094 shares 273,094 $20.7M 1.18% +81,339 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: 462,674 shares; 2024Q4: 777,950 shares; 2025Q1: 758,727 shares; 2025Q2: 705,703 shares; 2025Q3: 681,656 shares; 2025Q4: 605,458 shares; 2026Q1: 586,059 shares 586,059 $19.9M 1.14% -19,399 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: 65,859 shares; 2024Q4: 148,038 shares; 2025Q1: 156,413 shares; 2025Q2: 161,813 shares; 2025Q3: 169,342 shares; 2025Q4: 168,489 shares; 2026Q1: 167,926 shares 167,926 $17.8M 1.02% -563 Timeline EFAV 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: 64,303 shares; 2024Q4: 108,326 shares; 2025Q1: 109,746 shares; 2025Q2: 117,500 shares; 2025Q3: 131,976 shares; 2025Q4: 133,347 shares; 2026Q1: 140,522 shares 140,522 $12.8M 0.73% +7,175 Timeline JNK 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: 47,425 shares; 2024Q4: 90,662 shares; 2025Q1: 97,039 shares; 2025Q2: 115,678 shares; 2025Q3: 120,969 shares; 2025Q4: 126,584 shares; 2026Q1: 132,853 shares 132,853 $12.7M 0.73% +6,269 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: 58,837 shares; 2024Q4: 75,987 shares; 2025Q1: 65,158 shares; 2025Q2: 55,616 shares; 2025Q3: 65,206 shares; 2025Q4: 41,985 shares; 2026Q1: 37,701 shares 37,701 $12.1M 0.69% -4,284 Timeline AVIV 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: 25,046 shares; 2024Q4: 68,035 shares; 2025Q1: 81,839 shares; 2025Q2: 101,255 shares; 2025Q3: 107,638 shares; 2025Q4: 130,722 shares; 2026Q1: 142,297 shares 142,297 $10.6M 0.61% +11,575 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: 2,382 shares; 2024Q4: 17,083 shares; 2025Q1: 16,584 shares; 2025Q2: 16,209 shares; 2025Q3: 16,479 shares; 2025Q4: 22,085 shares; 2026Q1: 56,351 shares 56,351 $9.56M 0.55% +34,266 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,667 shares; 2024Q4: 89,664 shares; 2025Q1: 94,887 shares; 2025Q2: 100,709 shares; 2025Q3: 106,582 shares; 2025Q4: 107,257 shares; 2026Q1: 110,020 shares 110,020 $9.08M 0.52% +2,763 Timeline SHM 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: 92,922 shares; 2024Q4: 138,129 shares; 2025Q1: 145,395 shares; 2025Q2: 162,333 shares; 2025Q3: 165,663 shares; 2025Q4: 176,438 shares; 2026Q1: 187,965 shares 187,965 $8.99M 0.51% +11,527 Timeline EEMV 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: 54,242 shares; 2024Q4: 93,267 shares; 2025Q1: 97,552 shares; 2025Q2: 108,046 shares; 2025Q3: 121,808 shares; 2025Q4: 125,776 shares; 2026Q1: 135,001 shares 135,001 $8.74M 0.5% +9,225 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: 95,832 shares; 2024Q4: 97,881 shares; 2025Q1: 70,343 shares; 2025Q2: 54,126 shares; 2025Q3: 69,126 shares; 2025Q4: 41,074 shares; 2026Q1: 37,861 shares 37,861 $8.23M 0.47% -3,213 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,453 shares; 2025Q1: 106,327 shares; 2025Q2: 74,074 shares; 2025Q3: 68,386 shares; 2025Q4: 62,773 shares; 2026Q1: 60,634 shares 60,634 $6.74M 0.39% -2,139 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: 69,691 shares; 2024Q4: 78,287 shares; 2025Q1: 60,506 shares; 2025Q2: 49,789 shares; 2025Q3: 61,728 shares; 2025Q4: 37,647 shares; 2026Q1: 33,816 shares 33,816 $6.63M 0.38% -3,831 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: 4,071 shares; 2024Q4: 15,327 shares; 2025Q1: 15,660 shares; 2025Q2: 14,473 shares; 2025Q3: 16,569 shares; 2025Q4: 16,243 shares; 2026Q1: 17,204 shares 17,204 $6.37M 0.36% +961 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: 159,902 shares; 2024Q4: 199,496 shares; 2025Q1: 167,242 shares; 2025Q2: 142,383 shares; 2025Q3: 166,675 shares; 2025Q4: 99,852 shares; 2026Q1: 92,169 shares 92,169 $5.91M 0.34% -7,683 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: 112,486 shares; 2024Q4: 106,635 shares; 2025Q1: 97,345 shares; 2025Q2: 95,062 shares; 2025Q3: 93,677 shares; 2025Q4: 87,551 shares; 2026Q1: 81,478 shares 81,478 $5.78M 0.33% -6,073 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: 15,058 shares; 2024Q4: not reported; 2025Q1: 5,923 shares; 2025Q2: 7,991 shares; 2025Q3: 15,099 shares; 2025Q4: 42,257 shares; 2026Q1: 42,740 shares 42,740 $5.68M 0.32% +483 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: not reported; 2024Q4: 7,537 shares; 2025Q1: 6,195 shares; 2025Q2: 62,816 shares; 2025Q3: 74,993 shares; 2025Q4: 90,473 shares; 2026Q1: 110,919 shares 110,919 $5.54M 0.32% +20,446 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: 211,353 shares; 2024Q4: 214,765 shares; 2025Q1: 140,327 shares; 2025Q2: 102,930 shares; 2025Q3: 134,230 shares; 2025Q4: 76,589 shares; 2026Q1: 70,493 shares 70,493 $5.24M 0.3% -6,096 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: 21,548 shares; 2024Q4: 31,627 shares; 2025Q1: 33,378 shares; 2025Q2: 37,437 shares; 2025Q3: 38,216 shares; 2025Q4: 43,510 shares; 2026Q1: 46,797 shares 46,797 $4.98M 0.28% +3,287 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: not reported; 2024Q4: 85,447 shares; 2025Q1: 87,789 shares; 2025Q2: 56,007 shares; 2025Q3: 55,256 shares; 2025Q4: 52,873 shares; 2026Q1: 52,185 shares 52,185 $4.43M 0.25% -688 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: 6,649 shares; 2024Q4: 13,759 shares; 2025Q1: 15,517 shares; 2025Q2: 16,459 shares; 2025Q3: 21,685 shares; 2025Q4: 21,946 shares; 2026Q1: 23,111 shares 23,111 $4.03M 0.23% +1,165 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: 82,099 shares; 2024Q4: 84,684 shares; 2025Q1: 57,206 shares; 2025Q2: 42,646 shares; 2025Q3: 54,308 shares; 2025Q4: 29,702 shares; 2026Q1: 27,284 shares 27,284 $3.98M 0.23% -2,418 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: 83,744 shares; 2024Q4: 86,559 shares; 2025Q1: 83,430 shares; 2025Q2: 80,523 shares; 2025Q3: 80,286 shares; 2025Q4: 76,077 shares; 2026Q1: 74,192 shares 74,192 $3.92M 0.22% -1,885 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: 139,183 shares; 2024Q4: 168,749 shares; 2025Q1: 141,352 shares; 2025Q2: 118,482 shares; 2025Q3: 138,124 shares; 2025Q4: 79,464 shares; 2026Q1: 72,218 shares 72,218 $3.9M 0.22% -7,246 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: 15,307 shares; 2024Q4: 18,337 shares; 2025Q1: 19,609 shares; 2025Q2: 20,017 shares; 2025Q3: 29,851 shares; 2025Q4: 30,252 shares; 2026Q1: 30,896 shares 30,896 $3.84M 0.22% +644 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: 10,269 shares; 2024Q4: 11,008 shares; 2025Q1: 11,295 shares; 2025Q2: 13,402 shares; 2025Q3: 15,687 shares; 2025Q4: 15,722 shares; 2026Q1: 17,251 shares 17,251 $3.59M 0.21% +1,529 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: 60,632 shares; 2024Q4: 62,456 shares; 2025Q1: 60,076 shares; 2025Q2: 59,868 shares; 2025Q3: 61,182 shares; 2025Q4: 58,168 shares; 2026Q1: 55,267 shares 55,267 $3.45M 0.2% -2,901 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: 2,066 shares; 2024Q4: 10,181 shares; 2025Q1: 10,473 shares; 2025Q2: 11,225 shares; 2025Q3: 10,599 shares; 2025Q4: 10,570 shares; 2026Q1: 10,671 shares 10,671 $3.06M 0.17% +101 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,068 shares; 2025Q1: 16,395 shares; 2025Q2: 25,205 shares; 2025Q3: 25,677 shares; 2025Q4: 28,447 shares; 2026Q1: 31,563 shares 31,563 $2.8M 0.16% +3,116 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,589 shares; 2025Q1: 23,860 shares; 2025Q2: 21,549 shares; 2025Q3: 20,731 shares; 2025Q4: 20,525 shares; 2026Q1: 20,122 shares 20,122 $2.78M 0.16% -403 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: 3,531 shares; 2024Q4: 4,846 shares; 2025Q1: 4,958 shares; 2025Q2: 5,727 shares; 2025Q3: 7,882 shares; 2025Q4: 7,912 shares; 2026Q1: 9,162 shares 9,162 $2.63M 0.15% +1,250 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,971 shares; 2025Q1: 5,728 shares; 2025Q2: 6,476 shares; 2025Q3: 7,273 shares; 2025Q4: 8,662 shares; 2026Q1: 9,758 shares 9,758 $2.39M 0.14% +1,096 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: 37,632 shares; 2024Q4: 47,458 shares; 2025Q1: 49,798 shares; 2025Q2: 52,193 shares; 2025Q3: 37,113 shares; 2025Q4: 27,469 shares; 2026Q1: 21,437 shares 21,437 $2.38M 0.14% -6,032 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: 2,081 shares; 2024Q4: 2,174 shares; 2025Q1: 2,308 shares; 2025Q2: 2,956 shares; 2025Q3: 3,618 shares; 2025Q4: 3,441 shares; 2026Q1: 3,819 shares 3,819 $2.18M 0.12% +378 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: not reported; 2024Q4: 47,934 shares; 2025Q1: 49,076 shares; 2025Q2: 32,551 shares; 2025Q3: 30,876 shares; 2025Q4: 29,223 shares; 2026Q1: 26,992 shares 26,992 $2.18M 0.12% -2,231 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: not reported; 2024Q4: 6,928 shares; 2025Q1: 6,883 shares; 2025Q2: 6,894 shares; 2025Q3: 8,868 shares; 2025Q4: 13,739 shares; 2026Q1: 15,047 shares 15,047 $2.17M 0.12% +1,308 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: 455 shares; 2024Q4: 2,016 shares; 2025Q1: 1,959 shares; 2025Q2: 1,939 shares; 2025Q3: 2,319 shares; 2025Q4: 2,308 shares; 2026Q1: 2,294 shares 2,294 $2.11M 0.12% -14 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,489 shares; 2025Q2: 2,770 shares; 2025Q3: 4,874 shares; 2025Q4: 4,886 shares; 2026Q1: 6,424 shares 6,424 $1.99M 0.11% +1,538 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,581 shares 12,581 $1.84M 0.11% 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: 3,920 shares; 2024Q4: 2,407 shares; 2025Q1: 2,579 shares; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 12,809 shares; 2026Q1: 12,994 shares 12,994 $1.56M 0.09% +185 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: 1,676 shares; 2024Q4: 1,757 shares; 2025Q1: 1,563 shares; 2025Q2: 1,648 shares; 2025Q3: 2,270 shares; 2025Q4: 2,682 shares; 2026Q1: 3,170 shares 3,170 $1.52M 0.09% +488 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,705 shares; 2024Q4: 27,956 shares; 2025Q1: 31,364 shares; 2025Q2: 32,036 shares; 2025Q3: not reported; 2025Q4: 11,016 shares; 2026Q1: 28,864 shares 28,864 $1.32M 0.08% +17,848 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,863 shares; 2025Q2: 4,256 shares; 2025Q3: 4,303 shares; 2025Q4: 7,776 shares; 2026Q1: 7,809 shares 7,809 $1.29M 0.07% +33 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: 9,135 shares; 2024Q4: 11,611 shares; 2025Q1: 11,557 shares; 2025Q2: 9,537 shares; 2025Q3: 8,027 shares; 2025Q4: 9,189 shares; 2026Q1: 9,109 shares 9,109 $1.29M 0.07% -80 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,495 shares; 2025Q4: 3,005 shares; 2026Q1: 7,777 shares 7,777 $1.26M 0.07% +4,772 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: 4,433 shares; 2024Q4: 5,012 shares; 2025Q1: 4,985 shares; 2025Q2: 4,995 shares; 2025Q3: 4,954 shares; 2025Q4: 4,903 shares; 2026Q1: 4,863 shares 4,863 $1.04M 0.06% -40 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 468 shares; 2026Q1: 2,001 shares 2,001 $1000K 0.06% +1,533 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 1,881 shares; 2025Q2: 2,425 shares; 2025Q3: 2,965 shares; 2025Q4: 2,887 shares; 2026Q1: 3,394 shares 3,394 $998K 0.06% +507 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 21,617 shares; 2025Q1: 21,617 shares; 2025Q2: 21,614 shares; 2025Q3: 24,910 shares; 2025Q4: 20,817 shares; 2026Q1: 20,980 shares 20,980 $998K 0.06% +163 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 8,108 shares; 2026Q1: 8,096 shares 8,096 $989K 0.06% -12 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 14,750 shares; 2025Q1: 14,771 shares; 2025Q2: 15,224 shares; 2025Q3: 15,237 shares; 2025Q4: 15,564 shares; 2026Q1: 15,737 shares 15,737 $988K 0.06% +173 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: 1,307 shares; 2024Q4: 1,831 shares; 2025Q1: 2,863 shares; 2025Q2: 2,942 shares; 2025Q3: 3,425 shares; 2025Q4: 3,336 shares; 2026Q1: 4,442 shares 4,442 $966K 0.06% +1,106 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,918 shares; 2025Q1: 44,918 shares; 2025Q2: 44,918 shares; 2025Q3: 44,345 shares; 2025Q4: 38,742 shares; 2026Q1: 37,463 shares 37,463 $950K 0.05% -1,279 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: 19,377 shares; 2025Q1: 19,585 shares; 2025Q2: 28,545 shares; 2025Q3: 29,922 shares; 2025Q4: 36,593 shares; 2026Q1: 32,599 shares 32,599 $945K 0.05% -3,994 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: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 2,459 shares; 2025Q3: 2,808 shares; 2025Q4: 3,293 shares; 2026Q1: 3,279 shares 3,279 $930K 0.05% -14 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: 1,114 shares; 2024Q4: 3,856 shares; 2025Q1: 3,770 shares; 2025Q2: 3,772 shares; 2025Q3: 3,895 shares; 2025Q4: 3,906 shares; 2026Q1: 3,933 shares 3,933 $929K 0.05% +27 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,737 shares; 2026Q1: 10,755 shares 10,755 $912K 0.05% +18 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: 4,278 shares; 2024Q4: 4,092 shares; 2025Q1: 4,000 shares; 2025Q2: 4,006 shares; 2025Q3: 3,623 shares; 2025Q4: 3,493 shares; 2026Q1: 3,377 shares 3,377 $901K 0.05% -116 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: 2,701 shares; 2024Q4: 2,657 shares; 2025Q1: 2,633 shares; 2025Q2: 2,609 shares; 2025Q3: 2,573 shares; 2025Q4: 2,583 shares; 2026Q1: 2,003 shares 2,003 $875K 0.05% -580 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,819 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares 1,342 $873K 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: 1,662 shares; 2024Q4: 1,771 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 3,311 shares; 2026Q1: 4,125 shares 4,125 $853K 0.05% +814 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,588 shares; 2025Q1: 6,609 shares; 2025Q2: 6,485 shares; 2025Q3: 6,683 shares; 2025Q4: 12,779 shares; 2026Q1: 12,907 shares 12,907 $852K 0.05% +128 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: 370 shares; 2024Q4: 1,090 shares; 2025Q1: 1,102 shares; 2025Q2: 887 shares; 2025Q3: 876 shares; 2025Q4: 796 shares; 2026Q1: 844 shares 844 $841K 0.05% +48 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 685 shares; 2025Q1: 1,035 shares; 2025Q2: 1,569 shares; 2025Q3: 2,247 shares; 2025Q4: 2,183 shares; 2026Q1: 2,242 shares 2,242 $833K 0.05% +59 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,112 shares; 2025Q2: 9,354 shares; 2025Q3: 9,560 shares; 2025Q4: 10,585 shares; 2026Q1: 11,251 shares 11,251 $823K 0.05% +666 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: not reported; 2025Q2: 389 shares; 2025Q3: 451 shares; 2025Q4: 553 shares; 2026Q1: 862 shares 862 $753K 0.04% +309 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: 1,862 shares; 2024Q4: 2,260 shares; 2025Q1: 2,524 shares; 2025Q2: 2,004 shares; 2025Q3: 2,353 shares; 2025Q4: 2,302 shares; 2026Q1: 3,695 shares 3,695 $713K 0.04% +1,393 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,441 shares; 2024Q4: 8,084 shares; 2025Q1: 8,049 shares; 2025Q2: 6,623 shares; 2025Q3: 5,524 shares; 2025Q4: 6,339 shares; 2026Q1: 6,277 shares 6,277 $705K 0.04% -62 Timeline ESGD 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: 7,244 shares; 2024Q4: 9,617 shares; 2025Q1: 9,470 shares; 2025Q2: 7,807 shares; 2025Q3: 6,630 shares; 2025Q4: 7,490 shares; 2026Q1: 7,340 shares 7,340 $702K 0.04% -150 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,680 shares; 2025Q1: 1,684 shares; 2025Q2: 3,427 shares; 2025Q3: 3,873 shares; 2025Q4: 4,305 shares; 2026Q1: 4,289 shares 4,289 $666K 0.04% -16 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,105 shares; 2025Q2: 28,105 shares; 2025Q3: 28,105 shares; 2025Q4: 28,105 shares; 2026Q1: 28,105 shares 28,105 $628K 0.04% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,505 shares; 2025Q1: 29,278 shares; 2025Q2: 28,135 shares; 2025Q3: 24,011 shares; 2025Q4: 24,011 shares; 2026Q1: 24,011 shares 24,011 $604K 0.03% 0 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: 1,593 shares; 2024Q4: 1,639 shares; 2025Q1: 1,722 shares; 2025Q2: 1,737 shares; 2025Q3: 1,771 shares; 2025Q4: 1,763 shares; 2026Q1: 1,844 shares 1,844 $573K 0.03% +81 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 3,682 shares; 2025Q1: 3,574 shares; 2025Q2: 3,443 shares; 2025Q3: 3,166 shares; 2025Q4: 2,881 shares; 2026Q1: 2,728 shares 2,728 $572K 0.03% -153 Timeline USHY 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: 22,187 shares; 2025Q1: 19,102 shares; 2025Q2: 14,503 shares; 2025Q3: 14,327 shares; 2025Q4: 14,359 shares; 2026Q1: 15,177 shares 15,177 $559K 0.03% +818 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,551 shares; 2026Q1: 10,755 shares 10,755 $537K 0.03% +1,204 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: not reported; 2024Q4: 5,217 shares; 2025Q1: 5,218 shares; 2025Q2: 5,197 shares; 2025Q3: 5,488 shares; 2025Q4: 6,002 shares; 2026Q1: 10,657 shares 10,657 $535K 0.03% +4,655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,681 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,665 shares 8,665 $531K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares; 2026Q1: 5,947 shares 5,947 $516K 0.03% +7 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: 4,307 shares; 2024Q4: 4,313 shares; 2025Q1: 3,756 shares; 2025Q2: 3,713 shares; 2025Q3: 3,677 shares; 2025Q4: 3,641 shares; 2026Q1: 7,605 shares 7,605 $514K 0.03% +3,964 Timeline SCMB 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: not reported; 2025Q4: 17,274 shares; 2026Q1: 19,622 shares 19,622 $500K 0.03% +2,348 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: 1,591 shares; 2025Q3: 2,253 shares; 2025Q4: 3,075 shares; 2026Q1: 3,370 shares 3,370 $493K 0.03% +295 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,052 shares; 2026Q1: 4,045 shares 4,045 $490K 0.03% +1,993 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,737 shares; 2025Q1: 1,703 shares; 2025Q2: 1,675 shares; 2025Q3: 1,648 shares; 2025Q4: 1,450 shares; 2026Q1: 1,459 shares 1,459 $479K 0.03% +9 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: 1,210 shares; 2026Q1: 1,419 shares 1,419 $479K 0.03% +209 Timeline BNDW 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: 17,738 shares; 2025Q1: 17,642 shares; 2025Q2: 6,658 shares; 2025Q3: 6,495 shares; 2025Q4: 6,495 shares; 2026Q1: 6,997 shares 6,997 $478K 0.03% +502 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares; 2026Q1: 4,593 shares 4,593 $465K 0.03% +553 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 8,186 shares; 2025Q1: 8,083 shares; 2025Q2: 6,629 shares; 2025Q3: 5,560 shares; 2025Q4: 6,340 shares; 2026Q1: 6,200 shares 6,200 $445K 0.03% -140 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,936 shares; 2026Q1: 5,699 shares 5,699 $442K 0.03% +763 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: 796 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 579 shares; 2026Q1: 595 shares 595 $422K 0.02% +16 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: not reported; 2025Q4: not reported; 2026Q1: 10,201 shares 10,201 $419K 0.02% new 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: 6,478 shares; 2025Q1: 6,436 shares; 2025Q2: 5,685 shares; 2025Q3: 5,826 shares; 2025Q4: 8,703 shares; 2026Q1: 5,807 shares 5,807 $417K 0.02% -2,896 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: 3,000 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares 1,924 $414K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 3,400 shares; 2025Q4: 3,458 shares; 2026Q1: 3,630 shares 3,630 $412K 0.02% +172 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 679 shares 679 $411K 0.02% +78 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,409 shares; 2025Q2: 7,380 shares; 2025Q3: 7,486 shares; 2025Q4: 8,089 shares; 2026Q1: 8,497 shares 8,497 $401K 0.02% +408 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,115 shares; 2025Q1: 23,100 shares; 2025Q2: 23,212 shares; 2025Q3: 12,362 shares; 2025Q4: 12,494 shares; 2026Q1: 12,494 shares 12,494 $400K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,961 shares; 2026Q1: 6,448 shares 6,448 $391K 0.02% +487 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,432 shares; 2026Q1: 3,901 shares 3,901 $390K 0.02% +469 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,203 shares; 2026Q1: 4,221 shares 4,221 $389K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 1,068 shares; 2025Q4: 1,125 shares; 2026Q1: 1,126 shares 1,126 $386K 0.02% +1 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 274 shares; 2026Q1: 276 shares 276 $381K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,654 shares; 2026Q1: 2,620 shares 2,620 $380K 0.02% -34 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,712 shares; 2025Q3: 4,167 shares; 2025Q4: 3,872 shares; 2026Q1: 3,879 shares 3,879 $374K 0.02% +7 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: 2,769 shares; 2025Q3: 3,018 shares; 2025Q4: 3,026 shares; 2026Q1: 3,018 shares 3,018 $371K 0.02% -8 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 9,739 shares; 2025Q2: 9,785 shares; 2025Q3: 9,865 shares; 2025Q4: 8,660 shares; 2026Q1: 8,697 shares 8,697 $363K 0.02% +37 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: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 85 shares 85 $357K 0.02% +27 Timeline SUSB 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: 14,614 shares; 2025Q1: 14,614 shares; 2025Q2: 14,608 shares; 2025Q3: 16,766 shares; 2025Q4: 14,298 shares; 2026Q1: 14,169 shares 14,169 $355K 0.02% -129 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: not reported; 2025Q4: 1,188 shares; 2026Q1: 1,189 shares 1,189 $352K 0.02% +1 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,564 shares; 2025Q4: 2,569 shares; 2026Q1: 2,649 shares 2,649 $347K 0.02% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 343 shares; 2025Q4: 2,783 shares; 2026Q1: 3,607 shares 3,607 $347K 0.02% +824 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: 3,106 shares; 2025Q1: 3,580 shares; 2025Q2: 3,038 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,410 shares 1,410 $344K 0.02% +1 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: 807 shares; 2024Q4: 835 shares; 2025Q1: 588 shares; 2025Q2: 975 shares; 2025Q3: 976 shares; 2025Q4: 826 shares; 2026Q1: 1,110 shares 1,110 $336K 0.02% +284 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: 2,562 shares; 2025Q4: 2,548 shares; 2026Q1: 2,621 shares 2,621 $331K 0.02% +73 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: 6,092 shares; 2024Q4: 7,699 shares; 2025Q1: 7,392 shares; 2025Q2: 4,216 shares; 2025Q3: 4,461 shares; 2025Q4: 4,215 shares; 2026Q1: 4,384 shares 4,384 $329K 0.02% +169 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 913 shares; 2026Q1: 916 shares 916 $326K 0.02% +3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 968 shares; 2025Q1: 956 shares; 2025Q2: 970 shares; 2025Q3: 1,059 shares; 2025Q4: 1,029 shares; 2026Q1: 1,036 shares 1,036 $325K 0.02% +7 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,313 shares; 2026Q1: 12,866 shares 12,866 $319K 0.02% +1,553 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,430 shares; 2026Q1: 1,472 shares 1,472 $314K 0.02% +42 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,096 shares; 2026Q1: 4,135 shares 4,135 $308K 0.02% +39 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: 6,044 shares; 2025Q1: 6,044 shares; 2025Q2: 6,044 shares; 2025Q3: 6,044 shares; 2025Q4: 6,044 shares; 2026Q1: 6,044 shares 6,044 $307K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550 shares; 2026Q1: 4,191 shares 4,191 $307K 0.02% +641 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: 8,168 shares; 2025Q4: 7,889 shares; 2026Q1: 6,852 shares 6,852 $302K 0.02% -1,037 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: not reported; 2025Q4: not reported; 2026Q1: 890 shares 890 $301K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,432 shares; 2025Q1: 15,432 shares; 2025Q2: 15,432 shares; 2025Q3: 15,432 shares; 2025Q4: 15,432 shares; 2026Q1: 15,432 shares 15,432 $298K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 520 shares; 2025Q4: 517 shares; 2026Q1: 516 shares 516 $290K 0.02% -1 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares 1,104 $289K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $284K 0.02% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,446 shares; 2025Q2: 1,533 shares; 2025Q3: 1,509 shares; 2025Q4: not reported; 2026Q1: 488 shares 488 $282K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,671 shares; 2025Q4: 1,886 shares; 2026Q1: 2,229 shares 2,229 $281K 0.02% +343 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,342 shares; 2026Q1: 1,349 shares 1,349 $281K 0.02% +7 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,174 shares; 2025Q4: 14,480 shares; 2026Q1: 15,889 shares 15,889 $279K 0.02% +1,409 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 833 shares; 2026Q1: 849 shares 849 $277K 0.02% +16 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: 978 shares 978 $276K 0.02% new 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: 2,423 shares; 2025Q4: 2,379 shares; 2026Q1: 2,482 shares 2,482 $269K 0.02% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 776 shares 776 $268K 0.02% +31 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: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 481 shares; 2026Q1: 495 shares 495 $266K 0.02% +14 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 733 shares; 2025Q4: 750 shares; 2026Q1: 774 shares 774 $266K 0.02% +24 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: not reported; 2026Q1: 1,947 shares 1,947 $265K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 3,406 shares; 2026Q1: 3,406 shares 3,406 $263K 0.02% 0 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: not reported; 2024Q4: 5,003 shares; 2025Q1: 5,027 shares; 2025Q2: 5,128 shares; 2025Q3: 5,366 shares; 2025Q4: 4,829 shares; 2026Q1: 4,948 shares 4,948 $257K 0.01% +119 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: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,016 shares; 2025Q2: 2,337 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $257K 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: not reported; 2026Q1: 169 shares 169 $248K 0.01% new 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: 5,680 shares; 2024Q4: 5,629 shares; 2025Q1: 5,578 shares; 2025Q2: 5,391 shares; 2025Q3: 5,340 shares; 2025Q4: 5,289 shares; 2026Q1: 3,626 shares 3,626 $247K 0.01% -1,663 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: 510 shares; 2024Q4: 614 shares; 2025Q1: 616 shares; 2025Q2: 1,640 shares; 2025Q3: 1,489 shares; 2025Q4: 628 shares; 2026Q1: 751 shares 751 $247K 0.01% +123 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,724 shares 2,724 $246K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559 shares 559 $238K 0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 559 shares; 2025Q3: 666 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $238K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,476 shares; 2026Q1: 2,522 shares 2,522 $237K 0.01% +46 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $235K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,464 shares 1,464 $234K 0.01% +127 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: not reported; 2024Q4: 15,084 shares; 2025Q1: 14,823 shares; 2025Q2: 8,050 shares; 2025Q3: 7,772 shares; 2025Q4: 7,772 shares; 2026Q1: 9,111 shares 9,111 $233K 0.01% +1,339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268 shares 268 $232K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $231K 0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,559 shares; 2025Q2: 40,376 shares; 2025Q3: 40,376 shares; 2025Q4: 39,228 shares; 2026Q1: 33,214 shares 33,214 $227K 0.01% -6,014 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: 4,816 shares; 2026Q1: 4,639 shares 4,639 $226K 0.01% -177 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,874 shares; 2026Q1: 2,835 shares 2,835 $226K 0.01% -39 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 267 shares; 2026Q1: 264 shares 264 $224K 0.01% -3 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,093 shares; 2026Q1: 967 shares 967 $223K 0.01% -126 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 288 shares 288 $223K 0.01% +7 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,248 shares; 2025Q4: 1,304 shares; 2026Q1: 1,512 shares 1,512 $222K 0.01% +208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 709 shares; 2025Q4: not reported; 2026Q1: 915 shares 915 $222K 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 8,915 shares; 2025Q4: 8,713 shares; 2026Q1: 9,130 shares 9,130 $222K 0.01% +417 Timeline PFF 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: 9,227 shares; 2025Q3: 9,224 shares; 2025Q4: 7,289 shares; 2026Q1: 7,287 shares 7,287 $221K 0.01% -2 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,893 shares 2,893 $220K 0.01% new Timeline ACWV 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: 2,730 shares; 2025Q1: 2,087 shares; 2025Q2: 2,030 shares; 2025Q3: 1,862 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $219K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,753 shares; 2026Q1: 1,768 shares 1,768 $218K 0.01% +15 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,848 shares 1,848 $217K 0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares; 2026Q1: 833 shares 833 $217K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,275 shares; 2025Q4: 1,315 shares; 2026Q1: 1,165 shares 1,165 $213K 0.01% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 441 shares; 2026Q1: 448 shares 448 $212K 0.01% +7 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: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 2,032 shares 2,032 $210K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares 2,546 $210K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares 1,593 $209K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares 1,562 $206K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,395 shares; 2025Q3: 1,415 shares; 2025Q4: 1,428 shares; 2026Q1: 1,361 shares 1,361 $205K 0.01% -67 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 962 shares 962 $204K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 2,210 shares 2,210 $204K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 7,100 shares; 2026Q1: 6,183 shares 6,183 $202K 0.01% -917 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,698 shares 1,698 $201K 0.01% new Timeline SENS SENSEONICS HLDGS INC More: the full row for SENSEONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,385 shares; 2026Q1: 24,259 shares 24,259 $162K 0.01% +874 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,502 shares; 2025Q4: 31,300 shares; 2026Q1: 31,300 shares 31,300 $158K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,928 shares; 2025Q3: 17,928 shares; 2025Q4: 17,701 shares; 2026Q1: 14,159 shares 14,159 $144K 0.01% -3,542 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,139 shares; 2025Q1: 10,170 shares; 2025Q2: 11,045 shares; 2025Q3: 11,045 shares; 2025Q4: 11,373 shares; 2026Q1: 11,373 shares 11,373 $132K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 16,003 shares; 2025Q3: 16,003 shares; 2025Q4: 16,003 shares; 2026Q1: 16,003 shares 16,003 $81.6K <0.01% 0 Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY 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: 11,007 shares 11,007 $51.2K <0.01% new Timeline