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: 186,825 shares; 2024Q4: 182,462 shares; 2025Q1: 253,358 shares; 2025Q2: 214,413 shares; 2025Q3: 212,200 shares; 2025Q4: 243,368 shares; 2026Q1: 209,897 shares 209,897 $53.3M 10.73% -33,471 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: 38,495 shares; 2024Q4: 30,175 shares; 2025Q1: 999,838 shares; 2025Q2: 863,217 shares; 2025Q3: 37,387 shares; 2025Q4: not reported; 2026Q1: 38,085 shares 38,085 $25M 5.03% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,940 shares; 2024Q4: 269,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,370 shares; 2025Q4: 222,769 shares; 2026Q1: 212,261 shares 212,261 $14.9M 3% -10,508 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,801 shares; 2024Q4: 31,712 shares; 2025Q1: 38,415 shares; 2025Q2: 32,196 shares; 2025Q3: 30,856 shares; 2025Q4: 38,676 shares; 2026Q1: 28,977 shares 28,977 $13.9M 2.8% -9,699 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: 45,069 shares; 2024Q4: 44,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,440 shares; 2025Q4: 113,694 shares; 2026Q1: 47,680 shares 47,680 $13.7M 2.76% -66,014 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: 48,920 shares; 2024Q4: 45,406 shares; 2025Q1: 118,296 shares; 2025Q2: 91,954 shares; 2025Q3: 39,844 shares; 2025Q4: not reported; 2026Q1: 37,339 shares 37,339 $10.7M 2.16% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,202 shares; 2024Q4: 99,415 shares; 2025Q1: 140,861 shares; 2025Q2: 128,337 shares; 2025Q3: 80,296 shares; 2025Q4: not reported; 2026Q1: 70,433 shares 70,433 $10.4M 2.1% new 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: 40,015 shares; 2024Q4: 40,337 shares; 2025Q1: 43,356 shares; 2025Q2: 49,537 shares; 2025Q3: 49,677 shares; 2025Q4: 61,215 shares; 2026Q1: 46,157 shares 46,157 $9.61M 1.94% -15,058 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: 18,663 shares; 2024Q4: 18,651 shares; 2025Q1: 20,246 shares; 2025Q2: 18,147 shares; 2025Q3: 18,088 shares; 2025Q4: 19,975 shares; 2026Q1: 18,219 shares 18,219 $9.1M 1.83% -1,756 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: 73,750 shares; 2024Q4: 60,843 shares; 2025Q1: 90,195 shares; 2025Q2: 76,621 shares; 2025Q3: 54,889 shares; 2025Q4: not reported; 2026Q1: 42,457 shares 42,457 $8.33M 1.68% new 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: 49,554 shares; 2024Q4: 49,863 shares; 2025Q1: 51,567 shares; 2025Q2: 48,932 shares; 2025Q3: 49,884 shares; 2025Q4: 50,979 shares; 2026Q1: 49,019 shares 49,019 $8.32M 1.67% -1,960 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: 20,984 shares; 2024Q4: 20,678 shares; 2025Q1: 27,575 shares; 2025Q2: 19,368 shares; 2025Q3: 20,226 shares; 2025Q4: 29,158 shares; 2026Q1: 22,199 shares 22,199 $8.22M 1.65% -6,959 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: 9,163 shares; 2024Q4: 9,018 shares; 2025Q1: 9,898 shares; 2025Q2: 11,655 shares; 2025Q3: 11,241 shares; 2025Q4: 16,937 shares; 2026Q1: 12,476 shares 12,476 $7.14M 1.44% -4,461 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: 105,513 shares; 2024Q4: 90,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,156 shares; 2025Q4: not reported; 2026Q1: 55,037 shares 55,037 $6.84M 1.38% new 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: 119,988 shares; 2024Q4: 106,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,782 shares; 2025Q4: 78,893 shares; 2026Q1: 63,904 shares 63,904 $6.34M 1.28% -14,989 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: 23,711 shares; 2024Q4: 23,716 shares; 2025Q1: 31,076 shares; 2025Q2: 27,948 shares; 2025Q3: 28,699 shares; 2025Q4: 45,349 shares; 2026Q1: 43,105 shares 43,105 $5.36M 1.08% -2,244 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 91,772 shares; 2025Q4: 104,983 shares; 2026Q1: 106,521 shares 106,521 $5.34M 1.07% +1,538 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,155 shares; 2024Q4: 53,168 shares; 2025Q1: 61,799 shares; 2025Q2: 61,677 shares; 2025Q3: 53,168 shares; 2025Q4: not reported; 2026Q1: 54,305 shares 54,305 $4.98M 1% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,958 shares; 2024Q4: 77,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,755 shares; 2025Q4: not reported; 2026Q1: 87,010 shares 87,010 $4.93M 0.99% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,688 shares; 2024Q4: 73,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,234 shares; 2025Q4: not reported; 2026Q1: 56,507 shares 56,507 $4.9M 0.99% new 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: 9,904 shares; 2024Q4: 5,484 shares; 2025Q1: 15,797 shares; 2025Q2: 109,190 shares; 2025Q3: 89,257 shares; 2025Q4: 91,743 shares; 2026Q1: 95,982 shares 95,982 $4.79M 0.96% +4,239 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: 5,232 shares; 2024Q4: 5,270 shares; 2025Q1: 5,758 shares; 2025Q2: 4,909 shares; 2025Q3: 4,904 shares; 2025Q4: 5,406 shares; 2026Q1: 4,699 shares 4,699 $4.68M 0.94% -707 Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,329 shares; 2026Q1: 84,643 shares 84,643 $4.6M 0.93% +314 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: 8,702 shares; 2024Q4: 8,536 shares; 2025Q1: 10,043 shares; 2025Q2: 8,330 shares; 2025Q3: 8,118 shares; 2025Q4: 9,488 shares; 2026Q1: 7,803 shares 7,803 $4.5M 0.91% -1,685 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: 10,542 shares; 2024Q4: 10,652 shares; 2025Q1: 21,849 shares; 2025Q2: 15,502 shares; 2025Q3: 15,685 shares; 2025Q4: 15,294 shares; 2026Q1: 15,186 shares 15,186 $4.47M 0.9% -108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,790 shares; 2025Q4: 44,948 shares; 2026Q1: 92,435 shares 92,435 $4.35M 0.88% +47,487 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,404 shares; 2024Q4: 101,099 shares; 2025Q1: 147,145 shares; 2025Q2: 127,136 shares; 2025Q3: 140,398 shares; 2025Q4: 162,800 shares; 2026Q1: 95,433 shares 95,433 $4.28M 0.86% -67,367 Timeline JPIE 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: 110,840 shares; 2024Q4: 60,957 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,285 shares; 2025Q4: not reported; 2026Q1: 85,998 shares 85,998 $3.96M 0.8% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,779 shares; 2024Q4: 18,921 shares; 2025Q1: 17,060 shares; 2025Q2: 17,328 shares; 2025Q3: 16,953 shares; 2025Q4: 16,301 shares; 2026Q1: 15,702 shares 15,702 $3.84M 0.77% -599 Timeline JGRO 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: 33,630 shares; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,233 shares; 2025Q4: not reported; 2026Q1: 43,212 shares 43,212 $3.65M 0.74% new 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: 13,436 shares; 2024Q4: 15,302 shares; 2025Q1: 23,262 shares; 2025Q2: 19,875 shares; 2025Q3: 20,448 shares; 2025Q4: 25,506 shares; 2026Q1: 20,746 shares 20,746 $3.62M 0.73% -4,760 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: 16,636 shares; 2024Q4: 15,990 shares; 2025Q1: 16,086 shares; 2025Q2: 14,424 shares; 2025Q3: 15,389 shares; 2025Q4: 15,863 shares; 2026Q1: 16,164 shares 16,164 $3.48M 0.7% +301 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 8,665 shares; 2025Q1: 160,615 shares; 2025Q2: 77,873 shares; 2025Q3: 14,081 shares; 2025Q4: 21,596 shares; 2026Q1: 16,596 shares 16,596 $3.45M 0.7% -5,000 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,228 shares; 2024Q4: 43,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,394 shares; 2025Q4: 34,184 shares; 2026Q1: 30,268 shares 30,268 $3.34M 0.67% -3,916 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,359 shares; 2024Q4: 6,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,549 shares; 2025Q4: not reported; 2026Q1: 89,300 shares 89,300 $3.24M 0.65% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 7,081 shares; 2025Q1: 7,663 shares; 2025Q2: 7,008 shares; 2025Q3: 7,420 shares; 2025Q4: 7,743 shares; 2026Q1: 6,796 shares 6,796 $3.22M 0.65% -947 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,518 shares; 2024Q4: 41,717 shares; 2025Q1: 118,863 shares; 2025Q2: 52,283 shares; 2025Q3: 52,207 shares; 2025Q4: 61,363 shares; 2026Q1: 44,904 shares 44,904 $3.07M 0.62% -16,459 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: 30,505 shares; 2024Q4: not reported; 2025Q1: 34,483 shares; 2025Q2: 8,692 shares; 2025Q3: 96,763 shares; 2025Q4: not reported; 2026Q1: 66,442 shares 66,442 $3.03M 0.61% new 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: 35,872 shares; 2024Q4: 36,009 shares; 2025Q1: 36,002 shares; 2025Q2: 40,899 shares; 2025Q3: 41,572 shares; 2025Q4: 43,531 shares; 2026Q1: 39,776 shares 39,776 $3.02M 0.61% -3,755 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,192 shares; 2024Q4: 16,184 shares; 2025Q1: 16,452 shares; 2025Q2: 15,633 shares; 2025Q3: 15,607 shares; 2025Q4: 16,115 shares; 2026Q1: 16,185 shares 16,185 $2.95M 0.59% +70 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,031 shares; 2024Q4: 42,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,955 shares; 2025Q4: not reported; 2026Q1: 51,274 shares 51,274 $2.85M 0.57% new Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 75,349 shares; 2025Q4: 220,339 shares; 2026Q1: 104,223 shares 104,223 $2.83M 0.57% -116,116 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: 14,468 shares; 2024Q4: 14,048 shares; 2025Q1: 15,396 shares; 2025Q2: 14,496 shares; 2025Q3: 14,205 shares; 2025Q4: 15,585 shares; 2026Q1: 14,595 shares 14,595 $2.82M 0.57% -990 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,903 shares; 2025Q2: 27,315 shares; 2025Q3: 30,519 shares; 2025Q4: 87,178 shares; 2026Q1: 31,447 shares 31,447 $2.77M 0.56% -55,731 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: 10,395 shares; 2024Q4: 10,508 shares; 2025Q1: 14,097 shares; 2025Q2: 9,991 shares; 2025Q3: 9,640 shares; 2025Q4: 12,926 shares; 2026Q1: 9,108 shares 9,108 $2.75M 0.55% -3,818 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,192 shares; 2024Q4: 57,686 shares; 2025Q1: 62,744 shares; 2025Q2: 42,589 shares; 2025Q3: 55,798 shares; 2025Q4: 63,094 shares; 2026Q1: 54,376 shares 54,376 $2.74M 0.55% -8,718 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: 4,782 shares; 2024Q4: 4,807 shares; 2025Q1: 4,851 shares; 2025Q2: 4,197 shares; 2025Q3: 4,224 shares; 2025Q4: 4,757 shares; 2026Q1: 4,158 shares 4,158 $2.7M 0.54% -599 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,956 shares; 2025Q1: 4,971 shares; 2025Q2: 4,929 shares; 2025Q3: 4,929 shares; 2025Q4: 4,903 shares; 2026Q1: 4,889 shares 4,889 $2.68M 0.54% -14 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: 5,778 shares; 2024Q4: 5,628 shares; 2025Q1: 6,202 shares; 2025Q2: 6,064 shares; 2025Q3: 6,067 shares; 2025Q4: 5,769 shares; 2026Q1: 6,169 shares 6,169 $2.65M 0.53% +400 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,584 shares; 2024Q4: 22,626 shares; 2025Q1: 52,166 shares; 2025Q2: 32,213 shares; 2025Q3: 45,139 shares; 2025Q4: 44,900 shares; 2026Q1: 50,097 shares 50,097 $2.6M 0.52% +5,197 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,622 shares; 2024Q4: 53,391 shares; 2025Q1: 67,553 shares; 2025Q2: 56,949 shares; 2025Q3: 33,918 shares; 2025Q4: 53,843 shares; 2026Q1: 35,788 shares 35,788 $2.5M 0.5% -18,055 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,346 shares; 2024Q4: 3,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,531 shares; 2025Q4: not reported; 2026Q1: 32,678 shares 32,678 $2.48M 0.5% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,522 shares 58,522 $2.37M 0.48% new 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: 2,957 shares; 2024Q4: 2,768 shares; 2025Q1: 3,106 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 3,132 shares; 2026Q1: 2,785 shares 2,785 $2.36M 0.47% -347 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,319 shares; 2025Q1: 2,387 shares; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,270 shares; 2026Q1: 2,190 shares 2,190 $2.32M 0.47% -80 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: 2,174 shares; 2024Q4: 2,284 shares; 2025Q1: 2,811 shares; 2025Q2: 2,807 shares; 2025Q3: 2,505 shares; 2025Q4: 2,732 shares; 2026Q1: 2,517 shares 2,517 $2.31M 0.47% -215 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,986 shares; 2024Q4: 105,986 shares; 2025Q1: 105,986 shares; 2025Q2: 102,636 shares; 2025Q3: 102,636 shares; 2025Q4: 102,161 shares; 2026Q1: 99,711 shares 99,711 $2.27M 0.46% -2,450 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: 1,228 shares; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,230 shares; 2026Q1: 3,765 shares 3,765 $2.25M 0.45% +535 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: 9,066 shares; 2024Q4: 9,381 shares; 2025Q1: 8,287 shares; 2025Q2: 7,491 shares; 2025Q3: 7,246 shares; 2025Q4: 7,309 shares; 2026Q1: 7,109 shares 7,109 $2.2M 0.44% -200 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: 17,680 shares; 2024Q4: 16,958 shares; 2025Q1: 25,596 shares; 2025Q2: 16,354 shares; 2025Q3: 16,769 shares; 2025Q4: 25,661 shares; 2026Q1: 16,538 shares 16,538 $2.18M 0.44% -9,123 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: 786 shares; 2024Q4: 506 shares; 2025Q1: 3,213 shares; 2025Q2: 1,692 shares; 2025Q3: 1,924 shares; 2025Q4: 33,496 shares; 2026Q1: 20,852 shares 20,852 $2.16M 0.43% -12,644 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: 76,878 shares; 2024Q4: 61,354 shares; 2025Q1: 181,022 shares; 2025Q2: 143,738 shares; 2025Q3: 43,508 shares; 2025Q4: 41,562 shares; 2026Q1: 39,134 shares 39,134 $2.12M 0.43% -2,428 Timeline VPL 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: 44,755 shares; 2024Q4: 37,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,313 shares; 2025Q4: 25,645 shares; 2026Q1: 20,868 shares 20,868 $2.04M 0.41% -4,777 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: 21,457 shares; 2024Q4: 21,410 shares; 2025Q1: 21,636 shares; 2025Q2: 20,878 shares; 2025Q3: 20,976 shares; 2025Q4: 21,289 shares; 2026Q1: 20,664 shares 20,664 $1.99M 0.4% -625 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: 5,179 shares; 2024Q4: 5,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,999 shares; 2025Q4: 6,686 shares; 2026Q1: 6,208 shares 6,208 $1.99M 0.4% -478 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: 3,452 shares; 2024Q4: 3,469 shares; 2025Q1: 4,977 shares; 2025Q2: 4,854 shares; 2025Q3: 4,779 shares; 2025Q4: 5,382 shares; 2026Q1: 5,041 shares 5,041 $1.87M 0.38% -341 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: 19,784 shares; 2024Q4: 16,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,955 shares; 2025Q4: 17,803 shares; 2026Q1: 17,578 shares 17,578 $1.87M 0.38% -225 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: 9,463 shares; 2024Q4: 10,595 shares; 2025Q1: 13,906 shares; 2025Q2: 13,823 shares; 2025Q3: 12,475 shares; 2025Q4: 12,605 shares; 2026Q1: 12,060 shares 12,060 $1.76M 0.36% -545 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 13,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,550 shares; 2025Q4: 89,858 shares; 2026Q1: 18,661 shares 18,661 $1.76M 0.35% -71,197 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: 7,075 shares; 2024Q4: 7,474 shares; 2025Q1: 7,766 shares; 2025Q2: 7,986 shares; 2025Q3: 7,857 shares; 2025Q4: 8,350 shares; 2026Q1: 7,978 shares 7,978 $1.74M 0.35% -372 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,404 shares; 2024Q4: 13,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,425 shares; 2025Q4: not reported; 2026Q1: 13,404 shares 13,404 $1.72M 0.35% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 14,727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,382 shares; 2025Q4: not reported; 2026Q1: 24,528 shares 24,528 $1.66M 0.33% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,689 shares; 2024Q4: 18,765 shares; 2025Q1: 17,576 shares; 2025Q2: 16,981 shares; 2025Q3: 14,685 shares; 2025Q4: 14,089 shares; 2026Q1: 13,876 shares 13,876 $1.65M 0.33% -213 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,565 shares; 2024Q4: 13,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,779 shares; 2025Q4: not reported; 2026Q1: 11,160 shares 11,160 $1.59M 0.32% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 16,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,492 shares; 2025Q4: 17,621 shares; 2026Q1: 17,751 shares 17,751 $1.57M 0.32% +130 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: 11,993 shares; 2024Q4: 11,149 shares; 2025Q1: 12,654 shares; 2025Q2: 11,340 shares; 2025Q3: 10,944 shares; 2025Q4: 12,170 shares; 2026Q1: 10,802 shares 10,802 $1.56M 0.31% -1,368 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,425 shares; 2024Q4: 16,364 shares; 2025Q1: 15,551 shares; 2025Q2: 18,122 shares; 2025Q3: 18,026 shares; 2025Q4: not reported; 2026Q1: 18,514 shares 18,514 $1.53M 0.31% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,166 shares 35,166 $1.52M 0.31% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,107 shares; 2024Q4: 31,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,134 shares; 2025Q4: 56,880 shares; 2026Q1: 41,888 shares 41,888 $1.51M 0.3% -14,992 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,887 shares; 2025Q1: 3,945 shares; 2025Q2: 3,887 shares; 2025Q3: 3,885 shares; 2025Q4: 3,785 shares; 2026Q1: 3,737 shares 3,737 $1.49M 0.3% -48 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: 1,663 shares; 2024Q4: 1,275 shares; 2025Q1: 1,788 shares; 2025Q2: 1,716 shares; 2025Q3: 1,708 shares; 2025Q4: 1,862 shares; 2026Q1: 1,707 shares 1,707 $1.49M 0.3% -155 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: 9,454 shares; 2024Q4: 8,150 shares; 2025Q1: 8,458 shares; 2025Q2: 7,701 shares; 2025Q3: 7,033 shares; 2025Q4: 7,778 shares; 2026Q1: 7,186 shares 7,186 $1.49M 0.3% -592 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: 4,988 shares; 2024Q4: 4,888 shares; 2025Q1: 4,888 shares; 2025Q2: 5,133 shares; 2025Q3: 4,883 shares; 2025Q4: 4,630 shares; 2026Q1: 4,173 shares 4,173 $1.49M 0.3% -457 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly 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: 33,592 shares; 2026Q1: 34,706 shares 34,706 $1.41M 0.28% +1,114 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: 9,117 shares; 2024Q4: 9,030 shares; 2025Q1: 11,530 shares; 2025Q2: 7,882 shares; 2025Q3: 6,679 shares; 2025Q4: 11,468 shares; 2026Q1: 5,209 shares 5,209 $1.39M 0.28% -6,259 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: 105,898 shares; 2024Q4: 92,890 shares; 2025Q1: 494,962 shares; 2025Q2: 341,276 shares; 2025Q3: 27,536 shares; 2025Q4: 352,676 shares; 2026Q1: 27,527 shares 27,527 $1.38M 0.28% -325,149 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,910 shares; 2025Q1: 5,517 shares; 2025Q2: 4,845 shares; 2025Q3: 4,791 shares; 2025Q4: 6,390 shares; 2026Q1: 5,677 shares 5,677 $1.38M 0.28% -713 Timeline QQQM 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: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 6,287 shares; 2026Q1: 5,704 shares 5,704 $1.36M 0.27% -583 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,211 shares; 2025Q1: 8,421 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 8,096 shares; 2026Q1: 7,086 shares 7,086 $1.34M 0.27% -1,010 Timeline VDC 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: 15,542 shares; 2024Q4: 13,799 shares; 2025Q1: 22,007 shares; 2025Q2: 14,005 shares; 2025Q3: 7,466 shares; 2025Q4: 6,237 shares; 2026Q1: 5,905 shares 5,905 $1.3M 0.26% -332 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: 36,520 shares; 2024Q4: 35,107 shares; 2025Q1: 35,552 shares; 2025Q2: 31,859 shares; 2025Q3: 32,176 shares; 2025Q4: 29,006 shares; 2026Q1: 25,846 shares 25,846 $1.3M 0.26% -3,160 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: 8,077 shares; 2024Q4: 8,093 shares; 2025Q1: 9,378 shares; 2025Q2: 9,110 shares; 2025Q3: 8,894 shares; 2025Q4: 9,401 shares; 2026Q1: 8,412 shares 8,412 $1.24M 0.25% -989 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,107 shares; 2024Q4: 47,107 shares; 2025Q1: 47,107 shares; 2025Q2: 47,107 shares; 2025Q3: 47,107 shares; 2025Q4: 47,107 shares; 2026Q1: 46,077 shares 46,077 $1.22M 0.25% -1,030 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: 2,681 shares; 2024Q4: 2,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,932 shares; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785 $1.22M 0.24% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 7,597 shares; 2025Q1: 18,122 shares; 2025Q2: 7,789 shares; 2025Q3: 7,696 shares; 2025Q4: 17,674 shares; 2026Q1: 7,518 shares 7,518 $1.21M 0.24% -10,156 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 15,737 shares; 2025Q1: 17,297 shares; 2025Q2: 14,637 shares; 2025Q3: 14,637 shares; 2025Q4: 17,236 shares; 2026Q1: 14,576 shares 14,576 $1.18M 0.24% -2,660 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,098 shares; 2025Q1: 1,956 shares; 2025Q2: 2,072 shares; 2025Q3: 2,162 shares; 2025Q4: 2,772 shares; 2026Q1: 2,341 shares 2,341 $1.16M 0.23% -431 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 9,414 shares; 2025Q1: 9,572 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,025 shares; 2026Q1: 10,073 shares 10,073 $1.16M 0.23% +48 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 11,307 shares; 2025Q1: 11,847 shares; 2025Q2: 11,093 shares; 2025Q3: 11,091 shares; 2025Q4: 11,134 shares; 2026Q1: 9,590 shares 9,590 $1.13M 0.23% -1,544 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: 3,857 shares; 2024Q4: 3,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,519 shares; 2025Q4: not reported; 2026Q1: 2,646 shares 2,646 $1.13M 0.23% new 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: 10,507 shares; 2024Q4: 10,209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,010 shares; 2025Q4: 8,227 shares; 2026Q1: 8,104 shares 8,104 $1.12M 0.23% -123 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 9,943 shares; 2025Q1: 9,716 shares; 2025Q2: 8,949 shares; 2025Q3: 8,892 shares; 2025Q4: 7,524 shares; 2026Q1: 7,402 shares 7,402 $1.11M 0.22% -122 Timeline JEMA 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: 27,134 shares; 2024Q4: 6,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,167 shares; 2025Q4: not reported; 2026Q1: 20,768 shares 20,768 $1.08M 0.22% new 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: 3,388 shares; 2024Q4: 3,387 shares; 2025Q1: 3,460 shares; 2025Q2: 3,387 shares; 2025Q3: 3,199 shares; 2025Q4: 3,301 shares; 2026Q1: 3,171 shares 3,171 $1.07M 0.22% -130 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: 6,277 shares; 2024Q4: 6,211 shares; 2025Q1: 6,436 shares; 2025Q2: 6,212 shares; 2025Q3: 6,204 shares; 2025Q4: 14,705 shares; 2026Q1: 13,377 shares 13,377 $1.06M 0.21% -1,328 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 90,400 shares; 2026Q1: 90,400 shares 90,400 $1.04M 0.21% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,871 shares; 2025Q1: 6,932 shares; 2025Q2: 6,766 shares; 2025Q3: 5,873 shares; 2025Q4: 5,936 shares; 2026Q1: 6,173 shares 6,173 $1.02M 0.21% +237 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,771 shares; 2026Q1: 19,100 shares 19,100 $956K 0.19% +5,329 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,006 shares; 2025Q1: 3,102 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,087 shares; 2026Q1: 3,000 shares 3,000 $954K 0.19% -87 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,469 shares; 2025Q3: 1,450 shares; 2025Q4: 1,455 shares; 2026Q1: 1,387 shares 1,387 $946K 0.19% -68 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,897 shares; 2024Q4: 10,897 shares; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,333 shares; 2025Q4: 10,333 shares; 2026Q1: 10,333 shares 10,333 $945K 0.19% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,489 shares; 2025Q1: 3,505 shares; 2025Q2: 3,889 shares; 2025Q3: 3,156 shares; 2025Q4: 3,173 shares; 2026Q1: 3,150 shares 3,150 $930K 0.19% -23 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,084 shares; 2025Q4: not reported; 2026Q1: 6,808 shares 6,808 $905K 0.18% new Timeline MCHI 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: 49,025 shares; 2024Q4: 42,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,274 shares; 2025Q4: 16,713 shares; 2026Q1: 15,972 shares 15,972 $897K 0.18% -741 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,888 shares; 2024Q4: 21,888 shares; 2025Q1: 23,888 shares; 2025Q2: 23,688 shares; 2025Q3: 23,688 shares; 2025Q4: 23,688 shares; 2026Q1: 23,688 shares 23,688 $896K 0.18% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,104 shares; 2025Q1: 5,040 shares; 2025Q2: 4,954 shares; 2025Q3: 4,954 shares; 2025Q4: 4,804 shares; 2026Q1: 4,787 shares 4,787 $893K 0.18% -17 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: 13,389 shares; 2024Q4: 12,999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,586 shares; 2025Q4: 12,191 shares; 2026Q1: 9,381 shares 9,381 $870K 0.18% -2,810 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 4,491 shares; 2025Q4: 4,373 shares; 2026Q1: 4,887 shares 4,887 $848K 0.17% +514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,228 shares 8,228 $848K 0.17% new 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: 2,065 shares; 2024Q4: 2,101 shares; 2025Q1: 1,539 shares; 2025Q2: 1,261 shares; 2025Q3: 1,216 shares; 2025Q4: 1,470 shares; 2026Q1: 1,194 shares 1,194 $846K 0.17% -276 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: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: not reported; 2026Q1: 2,236 shares 2,236 $829K 0.17% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 11,455 shares; 2025Q1: 11,455 shares; 2025Q2: 11,455 shares; 2025Q3: 11,455 shares; 2025Q4: 11,455 shares; 2026Q1: 11,455 shares 11,455 $820K 0.17% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,474 shares; 2024Q4: 39,474 shares; 2025Q1: 39,596 shares; 2025Q2: 40,574 shares; 2025Q3: 39,474 shares; 2025Q4: 39,596 shares; 2026Q1: 39,474 shares 39,474 $808K 0.16% -122 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: 2,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 2,420 shares; 2025Q4: 2,649 shares; 2026Q1: 2,376 shares 2,376 $803K 0.16% -273 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 236 shares 236 $799K 0.16% -1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: not reported; 2026Q1: 4,122 shares 4,122 $791K 0.16% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares; 2026Q1: 5,931 shares 5,931 $777K 0.16% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,407 shares; 2025Q1: 1,620 shares; 2025Q2: 1,940 shares; 2025Q3: 1,892 shares; 2025Q4: 1,981 shares; 2026Q1: 1,988 shares 1,988 $776K 0.16% +7 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,862 shares; 2025Q1: 3,091 shares; 2025Q2: 2,840 shares; 2025Q3: 2,646 shares; 2025Q4: 2,893 shares; 2026Q1: 2,497 shares 2,497 $776K 0.16% -396 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: 6,077 shares; 2024Q4: 5,764 shares; 2025Q1: 5,764 shares; 2025Q2: 5,848 shares; 2025Q3: 5,849 shares; 2025Q4: 5,359 shares; 2026Q1: 5,125 shares 5,125 $773K 0.16% -234 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,420 shares; 2025Q1: 2,731 shares; 2025Q2: 2,717 shares; 2025Q3: 2,707 shares; 2025Q4: 2,761 shares; 2026Q1: 2,701 shares 2,701 $767K 0.15% -60 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: 3,366 shares; 2024Q4: 3,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,366 shares; 2025Q4: 2,970 shares; 2026Q1: 6,370 shares 6,370 $761K 0.15% +3,400 Timeline DFEV 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: not reported; 2026Q1: 21,226 shares 21,226 $759K 0.15% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 6,438 shares; 2026Q1: 6,361 shares 6,361 $755K 0.15% -77 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,701 shares; 2025Q1: 6,728 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,740 shares; 2026Q1: 6,701 shares 6,701 $747K 0.15% -39 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: 21,494 shares; 2024Q4: 21,494 shares; 2025Q1: 21,494 shares; 2025Q2: 19,944 shares; 2025Q3: 19,741 shares; 2025Q4: 19,878 shares; 2026Q1: 17,841 shares 17,841 $732K 0.15% -2,037 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: 2,728 shares; 2024Q4: 2,627 shares; 2025Q1: 3,583 shares; 2025Q2: 2,402 shares; 2025Q3: 2,304 shares; 2025Q4: 3,298 shares; 2026Q1: 2,115 shares 2,115 $726K 0.15% -1,183 Timeline EWU 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: 44,896 shares; 2024Q4: 40,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,633 shares; 2025Q4: not reported; 2026Q1: 15,896 shares 15,896 $724K 0.15% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,844 shares; 2025Q1: 7,509 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,118 shares; 2026Q1: 7,070 shares 7,070 $722K 0.15% -48 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 7,050 shares; 2025Q1: 5,669 shares; 2025Q2: 5,508 shares; 2025Q3: 5,532 shares; 2025Q4: 5,811 shares; 2026Q1: 5,532 shares 5,532 $712K 0.14% -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: 24,488 shares; 2024Q4: 26,045 shares; 2025Q1: 68,544 shares; 2025Q2: 46,999 shares; 2025Q3: 41,287 shares; 2025Q4: 28,173 shares; 2026Q1: 24,511 shares 24,511 $711K 0.14% -3,662 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: 2,663 shares; 2024Q4: 2,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,734 shares; 2025Q4: 7,705 shares; 2026Q1: 2,824 shares 2,824 $700K 0.14% -4,881 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,392 shares; 2024Q4: 66,414 shares; 2025Q1: 64,609 shares; 2025Q2: 63,116 shares; 2025Q3: 8,088 shares; 2025Q4: 6,697 shares; 2026Q1: 13,668 shares 13,668 $685K 0.14% +6,971 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,446 shares; 2025Q1: 5,955 shares; 2025Q2: 5,916 shares; 2025Q3: 5,915 shares; 2025Q4: 5,821 shares; 2026Q1: 5,834 shares 5,834 $675K 0.14% +13 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,500 shares; 2025Q1: 1,237 shares; 2025Q2: 1,189 shares; 2025Q3: 1,188 shares; 2025Q4: 1,198 shares; 2026Q1: 1,189 shares 1,189 $670K 0.13% -9 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,851 shares; 2025Q2: 7,768 shares; 2025Q3: 7,768 shares; 2025Q4: 7,827 shares; 2026Q1: 7,768 shares 7,768 $662K 0.13% -59 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,799 shares; 2025Q4: not reported; 2026Q1: 12,987 shares 12,987 $657K 0.13% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,972 shares 4,972 $628K 0.13% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,979 shares 11,979 $621K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,063 shares 12,063 $578K 0.12% new 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: 1,835 shares; 2024Q4: 1,831 shares; 2025Q1: 1,841 shares; 2025Q2: 1,782 shares; 2025Q3: 1,754 shares; 2025Q4: 1,756 shares; 2026Q1: 1,750 shares 1,750 $575K 0.12% -6 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,488 shares; 2025Q2: 4,464 shares; 2025Q3: 4,355 shares; 2025Q4: 4,465 shares; 2026Q1: 4,355 shares 4,355 $570K 0.11% -110 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,593 shares; 2025Q1: 11,495 shares; 2025Q2: 10,335 shares; 2025Q3: 9,393 shares; 2025Q4: 14,817 shares; 2026Q1: 14,077 shares 14,077 $570K 0.11% -740 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 89,590 shares; 2026Q1: 3,128 shares 3,128 $567K 0.11% -86,462 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 8,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,243 shares; 2025Q4: 8,243 shares; 2026Q1: 13,243 shares 13,243 $560K 0.11% +5,000 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 9,613 shares; 2025Q3: 8,702 shares; 2025Q4: 8,051 shares; 2026Q1: 8,039 shares 8,039 $558K 0.11% -12 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855 $557K 0.11% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,253 shares; 2024Q4: 17,514 shares; 2025Q1: 7,083 shares; 2025Q2: 6,995 shares; 2025Q3: 4,966 shares; 2025Q4: 4,950 shares; 2026Q1: 4,948 shares 4,948 $555K 0.11% -2 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: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares; 2026Q1: 2,208 shares 2,208 $546K 0.11% 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: 46,940 shares; 2024Q4: 46,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,929 shares; 2025Q4: 7,175 shares; 2026Q1: 7,105 shares 7,105 $534K 0.11% -70 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,206 shares; 2025Q1: 1,533 shares; 2025Q2: 1,161 shares; 2025Q3: 1,142 shares; 2025Q4: 1,170 shares; 2026Q1: 1,139 shares 1,139 $528K 0.11% -31 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: 1,583 shares; 2024Q4: 1,600 shares; 2025Q1: 1,686 shares; 2025Q2: 1,563 shares; 2025Q3: 1,564 shares; 2025Q4: 1,690 shares; 2026Q1: 1,596 shares 1,596 $525K 0.11% -94 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 12,442 shares; 2025Q1: 12,417 shares; 2025Q2: 12,268 shares; 2025Q3: 11,783 shares; 2025Q4: 11,907 shares; 2026Q1: 11,783 shares 11,783 $524K 0.11% -124 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,445 shares; 2025Q1: 8,941 shares; 2025Q2: 8,445 shares; 2025Q3: 8,445 shares; 2025Q4: 8,586 shares; 2026Q1: 8,090 shares 8,090 $521K 0.11% -496 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: 8,417 shares; 2024Q4: 6,104 shares; 2025Q1: 30,497 shares; 2025Q2: 6,366 shares; 2025Q3: 9,045 shares; 2025Q4: 8,507 shares; 2026Q1: 7,996 shares 7,996 $512K 0.1% -511 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: 5,335 shares; 2024Q4: 5,498 shares; 2025Q1: 5,561 shares; 2025Q2: 5,285 shares; 2025Q3: 4,785 shares; 2025Q4: 4,949 shares; 2026Q1: 4,953 shares 4,953 $509K 0.1% +4 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: 5,922 shares; 2024Q4: 6,072 shares; 2025Q1: 5,617 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,159 shares; 2026Q1: 5,262 shares 5,262 $508K 0.1% +103 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,015 shares; 2025Q1: 3,473 shares; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,475 shares; 2026Q1: 3,365 shares 3,365 $506K 0.1% -110 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: 10,787 shares; 2024Q4: 10,789 shares; 2025Q1: 13,805 shares; 2025Q2: 10,869 shares; 2025Q3: 10,489 shares; 2025Q4: 14,202 shares; 2026Q1: 9,989 shares 9,989 $487K 0.1% -4,213 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,773 shares; 2024Q4: 11,773 shares; 2025Q1: 11,773 shares; 2025Q2: 10,625 shares; 2025Q3: 10,379 shares; 2025Q4: 9,813 shares; 2026Q1: 10,035 shares 10,035 $486K 0.1% +222 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: not reported; 2026Q1: 2,282 shares 2,282 $482K 0.1% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares 2,924 $480K 0.1% new Timeline BBIN 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: 9,354 shares; 2024Q4: 6,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares; 2025Q4: not reported; 2026Q1: 6,551 shares 6,551 $479K 0.1% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,262 shares; 2025Q1: 3,313 shares; 2025Q2: 3,321 shares; 2025Q3: 2,871 shares; 2025Q4: 3,979 shares; 2026Q1: 2,562 shares 2,562 $478K 0.1% -1,417 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 267 shares; 2025Q4: 273 shares; 2026Q1: 275 shares 275 $475K 0.1% +2 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,594 shares; 2025Q4: 6,591 shares; 2026Q1: 6,706 shares 6,706 $472K 0.1% +115 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,795 shares; 2025Q1: 4,914 shares; 2025Q2: 4,495 shares; 2025Q3: 4,230 shares; 2025Q4: 4,053 shares; 2026Q1: 3,681 shares 3,681 $462K 0.09% -372 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,716 shares; 2025Q4: 6,820 shares; 2026Q1: 6,775 shares 6,775 $462K 0.09% -45 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 5,020 shares; 2026Q1: 4,995 shares 4,995 $461K 0.09% -25 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: 1,100 shares; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: not reported; 2026Q1: 1,759 shares 1,759 $461K 0.09% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,337 shares 5,337 $460K 0.09% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 830 shares; 2025Q2: 810 shares; 2025Q3: 812 shares; 2025Q4: 634 shares; 2026Q1: 615 shares 615 $448K 0.09% -19 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: 1,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,439 shares; 2026Q1: 2,245 shares 2,245 $447K 0.09% +806 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: 3,962 shares; 2024Q4: 3,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,962 shares; 2025Q4: 117,301 shares; 2026Q1: 3,084 shares 3,084 $446K 0.09% -114,217 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: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 3,414 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,121 shares; 2026Q1: 3,041 shares 3,041 $442K 0.09% -80 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,824 shares; 2025Q1: 1,850 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,826 shares; 2026Q1: 1,799 shares 1,799 $436K 0.09% -27 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,403 shares; 2025Q1: 5,431 shares; 2025Q2: 5,137 shares; 2025Q3: 5,141 shares; 2025Q4: 5,036 shares; 2026Q1: 4,865 shares 4,865 $436K 0.09% -171 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: 8,820 shares; 2024Q4: 8,822 shares; 2025Q1: 8,873 shares; 2025Q2: 8,930 shares; 2025Q3: 7,256 shares; 2025Q4: 7,937 shares; 2026Q1: 7,160 shares 7,160 $434K 0.09% -777 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,145 shares; 2024Q4: 47,610 shares; 2025Q1: 53,385 shares; 2025Q2: 47,610 shares; 2025Q3: 47,610 shares; 2025Q4: 39,435 shares; 2026Q1: 19,160 shares 19,160 $423K 0.09% -20,275 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,077 shares; 2025Q4: 5,527 shares; 2026Q1: 5,477 shares 5,477 $423K 0.09% -50 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: 787 shares; 2024Q4: 785 shares; 2025Q1: 764 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 774 shares; 2026Q1: 745 shares 745 $419K 0.08% -29 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: 4,873 shares; 2024Q4: 4,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: not reported; 2026Q1: 4,199 shares 4,199 $408K 0.08% new 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: 4,545 shares; 2024Q4: 5,187 shares; 2025Q1: 12,727 shares; 2025Q2: 20,083 shares; 2025Q3: 5,214 shares; 2025Q4: 5,362 shares; 2026Q1: 5,164 shares 5,164 $405K 0.08% -198 Timeline AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,322 shares; 2024Q4: 60,322 shares; 2025Q1: 60,322 shares; 2025Q2: 60,322 shares; 2025Q3: 60,322 shares; 2025Q4: 60,322 shares; 2026Q1: 60,322 shares 60,322 $404K 0.08% 0 Timeline BBHY 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: 13,003 shares; 2024Q4: 6,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,623 shares; 2025Q4: not reported; 2026Q1: 8,727 shares 8,727 $400K 0.08% new Timeline SPHY 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: not reported; 2026Q1: 16,885 shares 16,885 $394K 0.08% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,437 shares; 2025Q1: 2,446 shares; 2025Q2: 2,248 shares; 2025Q3: 2,169 shares; 2025Q4: 2,298 shares; 2026Q1: 2,217 shares 2,217 $383K 0.08% -81 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: 6,030 shares; 2024Q4: 6,018 shares; 2025Q1: 6,590 shares; 2025Q2: 5,958 shares; 2025Q3: 5,370 shares; 2025Q4: 5,429 shares; 2026Q1: 4,802 shares 4,802 $373K 0.08% -627 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,417 shares; 2025Q3: 1,400 shares; 2025Q4: 1,405 shares; 2026Q1: 1,288 shares 1,288 $365K 0.07% -117 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares; 2025Q4: 9,040 shares; 2026Q1: 7,844 shares 7,844 $364K 0.07% -1,196 Timeline HYDB 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: 9,255 shares; 2024Q4: 9,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares; 2026Q1: 7,652 shares 7,652 $356K 0.07% 0 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: 8,316 shares; 2025Q4: 8,566 shares; 2026Q1: 8,055 shares 8,055 $355K 0.07% -511 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: 4,553 shares; 2024Q4: 4,239 shares; 2025Q1: 4,608 shares; 2025Q2: 4,241 shares; 2025Q3: 3,191 shares; 2025Q4: 3,687 shares; 2026Q1: 3,118 shares 3,118 $354K 0.07% -569 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 7,492 shares; 2025Q1: 7,757 shares; 2025Q2: 7,660 shares; 2025Q3: 8,586 shares; 2025Q4: 9,065 shares; 2026Q1: 9,382 shares 9,382 $345K 0.07% +317 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,468 shares 3,468 $336K 0.07% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 9,297 shares; 2025Q1: 9,297 shares; 2025Q2: 9,297 shares; 2025Q3: 9,297 shares; 2025Q4: 9,297 shares; 2026Q1: 9,297 shares 9,297 $336K 0.07% 0 Timeline IVLU 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: 24,135 shares; 2026Q1: 8,612 shares 8,612 $334K 0.07% -15,523 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,945 shares 2,945 $327K 0.07% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,002 shares; 2026Q1: 3,000 shares 3,000 $311K 0.06% -2 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: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: not reported; 2026Q1: 1,083 shares 1,083 $311K 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: 4,341 shares; 2024Q4: 4,351 shares; 2025Q1: 4,040 shares; 2025Q2: 3,554 shares; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 2,576 shares 2,576 $310K 0.06% -498 Timeline JGLO 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: 29,100 shares; 2024Q4: 4,970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,444 shares; 2025Q4: not reported; 2026Q1: 4,721 shares 4,721 $307K 0.06% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,336 shares; 2025Q1: 9,561 shares; 2025Q2: 9,336 shares; 2025Q3: 9,336 shares; 2025Q4: 9,487 shares; 2026Q1: 9,118 shares 9,118 $306K 0.06% -369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: not reported; 2026Q1: 852 shares 852 $304K 0.06% new Timeline JMOM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,843 shares; 2025Q4: not reported; 2026Q1: 4,461 shares 4,461 $303K 0.06% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 803 shares; 2025Q4: not reported; 2026Q1: 1,655 shares 1,655 $303K 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,759 shares; 2025Q1: 7,390 shares; 2025Q2: 8,055 shares; 2025Q3: 6,807 shares; 2025Q4: 5,591 shares; 2026Q1: 4,164 shares 4,164 $299K 0.06% -1,427 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 71 shares 71 $299K 0.06% +10 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares 658 $294K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,385 shares 6,385 $293K 0.06% new Timeline FNDE 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: 12,186 shares; 2025Q4: not reported; 2026Q1: 7,501 shares 7,501 $287K 0.06% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: 19,831 shares; 2026Q1: 2,630 shares 2,630 $287K 0.06% -17,201 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,888 shares; 2025Q1: 81,941 shares; 2025Q2: 3,219 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,029 shares 3,029 $287K 0.06% -142 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: not reported; 2026Q1: 8,191 shares 8,191 $286K 0.06% new Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,790 shares; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,792 shares; 2026Q1: 5,502 shares 5,502 $286K 0.06% -290 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,962 shares; 2025Q2: 1,948 shares; 2025Q3: 1,419 shares; 2025Q4: not reported; 2026Q1: 1,162 shares 1,162 $284K 0.06% new 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: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,779 shares; 2025Q4: 42,741 shares; 2026Q1: 2,471 shares 2,471 $279K 0.06% -40,270 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,354 shares; 2026Q1: 6,144 shares 6,144 $278K 0.06% -2,210 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: 5,940 shares; 2024Q4: 5,950 shares; 2025Q1: 5,963 shares; 2025Q2: 5,861 shares; 2025Q3: not reported; 2025Q4: 5,316 shares; 2026Q1: 5,321 shares 5,321 $277K 0.06% +5 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,654 shares; 2025Q4: 6,487 shares; 2026Q1: 2,130 shares 2,130 $277K 0.06% -4,357 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: 4,530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,959 shares; 2025Q4: 17,480 shares; 2026Q1: 3,679 shares 3,679 $273K 0.06% -13,801 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,532 shares; 2024Q4: 20,232 shares; 2025Q1: 20,432 shares; 2025Q2: 17,432 shares; 2025Q3: 17,385 shares; 2025Q4: 16,885 shares; 2026Q1: 16,885 shares 16,885 $268K 0.05% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 6,525 shares; 2026Q1: 6,525 shares 6,525 $266K 0.05% 0 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: 1,307 shares; 2024Q4: 1,156 shares; 2025Q1: 1,174 shares; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 1,313 shares; 2026Q1: 983 shares 983 $266K 0.05% -330 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: not reported; 2026Q1: 845 shares 845 $265K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 13,468 shares; 2025Q1: 13,483 shares; 2025Q2: 12,794 shares; 2025Q3: 11,666 shares; 2025Q4: 11,747 shares; 2026Q1: 9,147 shares 9,147 $263K 0.05% -2,600 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,039 shares; 2025Q4: 11,106 shares; 2026Q1: 2,606 shares 2,606 $262K 0.05% -8,500 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: not reported; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares; 2026Q1: 15,200 shares 15,200 $258K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares 1,351 $256K 0.05% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,853 shares; 2025Q4: not reported; 2026Q1: 8,336 shares 8,336 $256K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 644 shares; 2025Q2: 622 shares; 2025Q3: 570 shares; 2025Q4: 606 shares; 2026Q1: 520 shares 520 $256K 0.05% -86 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: 1,251 shares 1,251 $255K 0.05% -61 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 569 shares; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 569 shares 569 $254K 0.05% -23 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,693 shares; 2025Q4: 3,693 shares; 2026Q1: 3,693 shares 3,693 $254K 0.05% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $251K 0.05% 0 Timeline