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: 2,363,926 shares; 2024Q4: 2,343,045 shares; 2025Q1: 2,482,654 shares; 2025Q2: 2,730,367 shares; 2025Q3: 2,952,158 shares; 2025Q4: 3,168,425 shares; 2026Q1: 3,321,432 shares 3,321,432 $236M 12.51% +153,007 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353,208 shares; 2024Q4: 2,402,548 shares; 2025Q1: 2,462,758 shares; 2025Q2: 2,373,334 shares; 2025Q3: 2,456,384 shares; 2025Q4: 2,555,837 shares; 2026Q1: 2,595,074 shares 2,595,074 $185M 9.8% +39,237 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: 2,243,112 shares; 2024Q4: 2,287,765 shares; 2025Q1: 2,475,796 shares; 2025Q2: 2,741,948 shares; 2025Q3: 3,041,107 shares; 2025Q4: 3,319,491 shares; 2026Q1: 3,464,039 shares 3,464,039 $168M 8.91% +144,548 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: 797,648 shares; 2024Q4: 802,656 shares; 2025Q1: 865,098 shares; 2025Q2: 915,454 shares; 2025Q3: 1,033,176 shares; 2025Q4: 1,144,995 shares; 2026Q1: 1,212,762 shares 1,212,762 $134M 7.11% +67,767 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: 601,099 shares; 2024Q4: 718,205 shares; 2025Q1: 1,010,553 shares; 2025Q2: 1,388,309 shares; 2025Q3: 1,795,077 shares; 2025Q4: 2,192,684 shares; 2026Q1: 2,516,301 shares 2,516,301 $92.5M 4.91% +323,617 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929,916 shares; 2024Q4: 2,001,392 shares; 2025Q1: 2,057,834 shares; 2025Q2: 2,003,861 shares; 2025Q3: 2,092,128 shares; 2025Q4: 2,259,558 shares; 2026Q1: 2,362,453 shares 2,362,453 $91.8M 4.87% +102,895 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: 1,311,941 shares; 2024Q4: 1,372,127 shares; 2025Q1: 1,422,982 shares; 2025Q2: 1,495,634 shares; 2025Q3: 1,565,367 shares; 2025Q4: 1,629,209 shares; 2026Q1: 1,611,107 shares 1,611,107 $85M 4.52% -18,102 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150,985 shares; 2024Q4: 1,338,925 shares; 2025Q1: 1,619,556 shares; 2025Q2: 1,934,020 shares; 2025Q3: 2,258,395 shares; 2025Q4: 2,654,516 shares; 2026Q1: 2,784,684 shares 2,784,684 $74M 3.93% +130,168 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: 632,655 shares; 2024Q4: 649,432 shares; 2025Q1: 663,126 shares; 2025Q2: 674,075 shares; 2025Q3: 689,289 shares; 2025Q4: 699,750 shares; 2026Q1: 697,531 shares 697,531 $69.7M 3.7% -2,219 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897,282 shares; 2024Q4: 1,115,590 shares; 2025Q1: 1,366,603 shares; 2025Q2: 1,509,084 shares; 2025Q3: 1,718,626 shares; 2025Q4: 1,949,400 shares; 2026Q1: 2,056,150 shares 2,056,150 $69.6M 3.7% +106,750 Timeline DFIS 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: 1,104,625 shares; 2024Q4: 1,293,194 shares; 2025Q1: 1,411,360 shares; 2025Q2: 1,420,615 shares; 2025Q3: 1,419,401 shares; 2025Q4: 1,441,448 shares; 2026Q1: 1,426,400 shares 1,426,400 $48M 2.55% -15,048 Timeline DIHP 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: 590,790 shares; 2024Q4: 717,758 shares; 2025Q1: 853,965 shares; 2025Q2: 995,438 shares; 2025Q3: 1,136,506 shares; 2025Q4: 1,267,809 shares; 2026Q1: 1,335,670 shares 1,335,670 $43M 2.29% +67,861 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: 422,791 shares; 2024Q4: 439,797 shares; 2025Q1: 460,310 shares; 2025Q2: 588,022 shares; 2025Q3: 593,655 shares; 2025Q4: 603,912 shares; 2026Q1: 614,735 shares 614,735 $33.2M 1.76% +10,823 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: 144,042 shares; 2024Q4: 141,969 shares; 2025Q1: 139,264 shares; 2025Q2: 134,733 shares; 2025Q3: 132,816 shares; 2025Q4: 128,737 shares; 2026Q1: 124,802 shares 124,802 $31.7M 1.68% -3,935 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: 507,493 shares; 2024Q4: 499,751 shares; 2025Q1: 488,873 shares; 2025Q2: 482,301 shares; 2025Q3: 478,831 shares; 2025Q4: 477,900 shares; 2026Q1: 470,810 shares 470,810 $29.4M 1.56% -7,090 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: 909,515 shares; 2024Q4: 955,886 shares; 2025Q1: 986,778 shares; 2025Q2: 937,839 shares; 2025Q3: 905,189 shares; 2025Q4: 876,305 shares; 2026Q1: 839,456 shares 839,456 $28.5M 1.51% -36,849 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: 216,848 shares; 2024Q4: 224,910 shares; 2025Q1: 224,285 shares; 2025Q2: 219,114 shares; 2025Q3: 216,766 shares; 2025Q4: 213,260 shares; 2026Q1: 210,411 shares 210,411 $20.9M 1.11% -2,849 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,988 shares; 2025Q2: 336,794 shares; 2025Q3: 336,794 shares; 2025Q4: 336,794 shares; 2026Q1: 336,794 shares 336,794 $19.5M 1.03% 0 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: 267,806 shares; 2024Q4: 270,637 shares; 2025Q1: 268,758 shares; 2025Q2: 263,116 shares; 2025Q3: 250,789 shares; 2025Q4: 243,128 shares; 2026Q1: 234,314 shares 234,314 $18.9M 1% -8,814 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: 53,591 shares; 2024Q4: 53,661 shares; 2025Q1: 53,455 shares; 2025Q2: 53,527 shares; 2025Q3: 54,021 shares; 2025Q4: 53,625 shares; 2026Q1: 54,692 shares 54,692 $17.5M 0.93% +1,067 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: 136,995 shares; 2024Q4: 142,954 shares; 2025Q1: 147,358 shares; 2025Q2: 161,992 shares; 2025Q3: 162,784 shares; 2025Q4: 166,767 shares; 2026Q1: 160,525 shares 160,525 $13.6M 0.72% -6,242 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: 3,111 shares; 2024Q4: 2,958 shares; 2025Q1: 3,667 shares; 2025Q2: 110,526 shares; 2025Q3: 109,574 shares; 2025Q4: 106,949 shares; 2026Q1: 107,256 shares 107,256 $13.3M 0.71% +307 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: 34,587 shares; 2024Q4: 34,896 shares; 2025Q1: 34,387 shares; 2025Q2: 32,292 shares; 2025Q3: 33,201 shares; 2025Q4: 32,925 shares; 2026Q1: 30,487 shares 30,487 $11.3M 0.6% -2,438 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,793 shares; 2024Q4: 49,997 shares; 2025Q1: 51,395 shares; 2025Q2: 80,014 shares; 2025Q3: 204,205 shares; 2025Q4: 256,753 shares; 2026Q1: 270,992 shares 270,992 $11.1M 0.59% +14,239 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: 15,591 shares; 2024Q4: 15,115 shares; 2025Q1: 15,090 shares; 2025Q2: 15,041 shares; 2025Q3: 15,051 shares; 2025Q4: 15,057 shares; 2026Q1: 14,956 shares 14,956 $10.6M 0.56% -101 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,694 shares; 2024Q4: 86,885 shares; 2025Q1: 113,655 shares; 2025Q2: 187,965 shares; 2025Q3: 230,717 shares; 2025Q4: 270,316 shares; 2026Q1: 294,720 shares 294,720 $10.5M 0.56% +24,404 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: 11,977 shares; 2024Q4: 11,785 shares; 2025Q1: 11,693 shares; 2025Q2: 10,873 shares; 2025Q3: 11,171 shares; 2025Q4: 14,814 shares; 2026Q1: 15,827 shares 15,827 $10.3M 0.55% +1,013 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: 9,655 shares; 2024Q4: 9,647 shares; 2025Q1: 9,315 shares; 2025Q2: 14,873 shares; 2025Q3: 15,263 shares; 2025Q4: 15,100 shares; 2026Q1: 15,361 shares 15,361 $9.99M 0.53% +261 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: 20,188 shares; 2024Q4: 19,777 shares; 2025Q1: 20,012 shares; 2025Q2: 21,446 shares; 2025Q3: 21,419 shares; 2025Q4: 20,378 shares; 2026Q1: 20,277 shares 20,277 $9.72M 0.52% -101 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: 38,885 shares; 2024Q4: 37,974 shares; 2025Q1: 41,070 shares; 2025Q2: 41,376 shares; 2025Q3: 40,723 shares; 2025Q4: 40,518 shares; 2026Q1: 38,626 shares 38,626 $9.44M 0.5% -1,892 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 16,756 shares; 2025Q1: 16,756 shares; 2025Q2: 256,488 shares; 2025Q3: 265,995 shares; 2025Q4: 260,138 shares; 2026Q1: 262,236 shares 262,236 $9.19M 0.49% +2,098 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: 52,322 shares; 2024Q4: 50,692 shares; 2025Q1: 44,177 shares; 2025Q2: 47,428 shares; 2025Q3: 50,972 shares; 2025Q4: 50,587 shares; 2026Q1: 50,133 shares 50,133 $8.74M 0.46% -454 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: 58,331 shares; 2024Q4: 57,928 shares; 2025Q1: 57,163 shares; 2025Q2: 52,559 shares; 2025Q3: 51,359 shares; 2025Q4: 50,791 shares; 2026Q1: 50,527 shares 50,527 $8.57M 0.46% -264 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: 45,686 shares; 2024Q4: 45,086 shares; 2025Q1: 42,635 shares; 2025Q2: 41,692 shares; 2025Q3: 42,247 shares; 2025Q4: 38,591 shares; 2026Q1: 38,450 shares 38,450 $8.01M 0.43% -141 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,491 shares; 2024Q4: 156,846 shares; 2025Q1: 174,725 shares; 2025Q2: 169,575 shares; 2025Q3: 175,362 shares; 2025Q4: 187,496 shares; 2026Q1: 187,728 shares 187,728 $7.31M 0.39% +232 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: 5,770 shares; 2024Q4: 5,869 shares; 2025Q1: 6,127 shares; 2025Q2: 5,931 shares; 2025Q3: 6,148 shares; 2025Q4: 6,389 shares; 2026Q1: 6,357 shares 6,357 $6.33M 0.34% -32 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: 8,196 shares; 2024Q4: 8,227 shares; 2025Q1: 8,093 shares; 2025Q2: 8,047 shares; 2025Q3: 8,087 shares; 2025Q4: 8,051 shares; 2026Q1: 6,814 shares 6,814 $6.27M 0.33% -1,237 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: 19,360 shares; 2024Q4: 19,559 shares; 2025Q1: 19,865 shares; 2025Q2: 19,764 shares; 2025Q3: 19,398 shares; 2025Q4: 19,306 shares; 2026Q1: 19,210 shares 19,210 $5.97M 0.32% -96 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 33,632 shares; 2025Q1: 38,114 shares; 2025Q2: 61,721 shares; 2025Q3: 69,805 shares; 2025Q4: 73,519 shares; 2026Q1: 79,147 shares 79,147 $5.84M 0.31% +5,628 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: 5,095 shares; 2024Q4: 4,322 shares; 2025Q1: 4,152 shares; 2025Q2: 28,945 shares; 2025Q3: 29,036 shares; 2025Q4: 28,799 shares; 2026Q1: 28,780 shares 28,780 $5.65M 0.3% -19 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: 28,827 shares; 2024Q4: 28,724 shares; 2025Q1: 28,401 shares; 2025Q2: 28,354 shares; 2025Q3: 28,234 shares; 2025Q4: 27,756 shares; 2026Q1: 26,972 shares 26,972 $5.58M 0.3% -784 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,037 shares; 2025Q3: 63,051 shares; 2025Q4: 63,039 shares; 2026Q1: 69,649 shares 69,649 $5.02M 0.27% +6,610 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: 9,577 shares; 2024Q4: 9,632 shares; 2025Q1: 9,659 shares; 2025Q2: 41,155 shares; 2025Q3: 68,051 shares; 2025Q4: 113,455 shares; 2026Q1: 139,106 shares 139,106 $4.94M 0.26% +25,651 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: 24,868 shares; 2024Q4: 19,769 shares; 2025Q1: 17,968 shares; 2025Q2: 16,964 shares; 2025Q3: 17,263 shares; 2025Q4: 16,551 shares; 2026Q1: 16,340 shares 16,340 $4.69M 0.25% -211 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,312 shares; 2025Q3: 137,694 shares; 2025Q4: 135,980 shares; 2026Q1: 135,483 shares 135,483 $4.68M 0.25% -497 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,470 shares; 2025Q3: 102,657 shares; 2025Q4: 100,791 shares; 2026Q1: 102,188 shares 102,188 $4.61M 0.24% +1,397 Timeline DFSI 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: 20,633 shares; 2024Q4: 22,259 shares; 2025Q1: 22,853 shares; 2025Q2: 30,743 shares; 2025Q3: 93,413 shares; 2025Q4: 108,525 shares; 2026Q1: 108,155 shares 108,155 $4.59M 0.24% -370 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: 20,243 shares; 2024Q4: 19,755 shares; 2025Q1: 17,788 shares; 2025Q2: 17,731 shares; 2025Q3: 18,336 shares; 2025Q4: 18,287 shares; 2026Q1: 15,652 shares 15,652 $4.5M 0.24% -2,635 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,135 shares; 2024Q4: 13,133 shares; 2025Q1: 13,133 shares; 2025Q2: 12,538 shares; 2025Q3: 12,529 shares; 2025Q4: 12,538 shares; 2026Q1: 12,490 shares 12,490 $4.47M 0.24% -48 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: 24,096 shares; 2024Q4: 23,563 shares; 2025Q1: 23,659 shares; 2025Q2: 23,670 shares; 2025Q3: 23,704 shares; 2025Q4: 23,269 shares; 2026Q1: 23,254 shares 23,254 $4.46M 0.24% -15 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: 39,500 shares; 2025Q4: 39,649 shares; 2026Q1: 38,667 shares 38,667 $3.91M 0.21% -982 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: 13,321 shares; 2024Q4: 12,188 shares; 2025Q1: 27,417 shares; 2025Q2: 40,322 shares; 2025Q3: 41,732 shares; 2025Q4: 45,447 shares; 2026Q1: 46,755 shares 46,755 $3.67M 0.19% +1,308 Timeline DFSE 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: 11,930 shares; 2024Q4: 12,685 shares; 2025Q1: not reported; 2025Q2: 46,837 shares; 2025Q3: 78,860 shares; 2025Q4: 85,045 shares; 2026Q1: 85,003 shares 85,003 $3.6M 0.19% -42 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,882 shares; 2024Q4: 15,876 shares; 2025Q1: 15,471 shares; 2025Q2: 15,248 shares; 2025Q3: 15,406 shares; 2025Q4: 14,939 shares; 2026Q1: 14,944 shares 14,944 $3.38M 0.18% +5 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: 16,285 shares; 2024Q4: 16,382 shares; 2025Q1: 15,276 shares; 2025Q2: 15,230 shares; 2025Q3: 15,368 shares; 2025Q4: 15,275 shares; 2026Q1: 15,163 shares 15,163 $3.3M 0.18% -112 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: 22,634 shares; 2024Q4: 22,361 shares; 2025Q1: 28,135 shares; 2025Q2: 42,341 shares; 2025Q3: 43,704 shares; 2025Q4: 41,971 shares; 2026Q1: 44,496 shares 44,496 $3.28M 0.17% +2,525 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: 16,318 shares; 2024Q4: 15,943 shares; 2025Q1: 15,281 shares; 2025Q2: 15,141 shares; 2025Q3: 15,412 shares; 2025Q4: 15,005 shares; 2026Q1: 10,745 shares 10,745 $3.16M 0.17% -4,260 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: 27,355 shares; 2024Q4: 27,355 shares; 2025Q1: 27,413 shares; 2025Q2: 23,379 shares; 2025Q3: 23,926 shares; 2025Q4: 25,299 shares; 2026Q1: 38,888 shares 38,888 $3.13M 0.17% +13,589 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: 4,947 shares; 2024Q4: 4,889 shares; 2025Q1: 4,727 shares; 2025Q2: 5,502 shares; 2025Q3: 5,589 shares; 2025Q4: 5,404 shares; 2026Q1: 5,180 shares 5,180 $3.1M 0.16% -224 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: 4,656 shares; 2024Q4: 4,836 shares; 2025Q1: 5,030 shares; 2025Q2: 4,868 shares; 2025Q3: 4,851 shares; 2025Q4: not reported; 2026Q1: 5,219 shares 5,219 $3.01M 0.16% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,591 shares; 2024Q4: 20,652 shares; 2025Q1: 19,352 shares; 2025Q2: 20,006 shares; 2025Q3: 20,132 shares; 2025Q4: 21,836 shares; 2026Q1: 21,382 shares 21,382 $2.66M 0.14% -454 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 50,795 shares; 2025Q1: 56,434 shares; 2025Q2: 54,106 shares; 2025Q3: 54,106 shares; 2025Q4: 54,343 shares; 2026Q1: 52,252 shares 52,252 $2.5M 0.13% -2,091 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,531 shares; 2025Q1: 1,512 shares; 2025Q2: 1,514 shares; 2025Q3: 1,515 shares; 2025Q4: 1,537 shares; 2026Q1: 2,738 shares 2,738 $2.37M 0.13% +1,201 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: 14,979 shares; 2024Q4: 14,678 shares; 2025Q1: 14,868 shares; 2025Q2: 14,715 shares; 2025Q3: 14,208 shares; 2025Q4: 14,807 shares; 2026Q1: 14,417 shares 14,417 $2.24M 0.12% -390 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: 6,614 shares; 2024Q4: 5,993 shares; 2025Q1: 5,089 shares; 2025Q2: 5,362 shares; 2025Q3: 5,927 shares; 2025Q4: 5,724 shares; 2026Q1: 6,014 shares 6,014 $2.24M 0.12% +290 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: 20,249 shares; 2025Q4: 20,912 shares; 2026Q1: 21,273 shares 21,273 $2.13M 0.11% +361 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: 15,122 shares; 2024Q4: 14,969 shares; 2025Q1: 15,166 shares; 2025Q2: 14,788 shares; 2025Q3: 15,090 shares; 2025Q4: 14,474 shares; 2026Q1: 14,383 shares 14,383 $2.08M 0.11% -91 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: 7,340 shares; 2024Q4: 6,816 shares; 2025Q1: 6,923 shares; 2025Q2: 6,884 shares; 2025Q3: 6,923 shares; 2025Q4: 7,698 shares; 2026Q1: 7,684 shares 7,684 $2.01M 0.11% -14 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 13,500 shares; 2025Q1: 14,141 shares; 2025Q2: 14,096 shares; 2025Q3: 14,302 shares; 2025Q4: 21,090 shares; 2026Q1: 19,903 shares 19,903 $1.93M 0.1% -1,187 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: 7,006 shares; 2024Q4: 6,933 shares; 2025Q1: 6,966 shares; 2025Q2: 6,920 shares; 2025Q3: 7,110 shares; 2025Q4: 7,286 shares; 2026Q1: 7,814 shares 7,814 $1.89M 0.1% +528 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: 5,845 shares; 2024Q4: 5,340 shares; 2025Q1: 5,262 shares; 2025Q2: 5,560 shares; 2025Q3: 5,760 shares; 2025Q4: 6,451 shares; 2026Q1: 5,869 shares 5,869 $1.82M 0.1% -582 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 20,189 shares; 2025Q1: 20,193 shares; 2025Q2: 20,207 shares; 2025Q3: 20,273 shares; 2025Q4: 20,043 shares; 2026Q1: 18,605 shares 18,605 $1.79M 0.1% -1,438 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: 6,797 shares; 2024Q4: 6,572 shares; 2025Q1: 6,499 shares; 2025Q2: 6,501 shares; 2025Q3: 6,425 shares; 2025Q4: 5,623 shares; 2026Q1: 5,401 shares 5,401 $1.78M 0.09% -222 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: 4,188 shares; 2024Q4: 4,060 shares; 2025Q1: 3,381 shares; 2025Q2: 3,155 shares; 2025Q3: 3,374 shares; 2025Q4: 3,141 shares; 2026Q1: 3,046 shares 3,046 $1.74M 0.09% -95 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,396 shares; 2025Q3: 5,393 shares; 2025Q4: 5,393 shares; 2026Q1: 5,389 shares 5,389 $1.63M 0.09% -4 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: 49,321 shares; 2024Q4: 50,520 shares; 2025Q1: 49,611 shares; 2025Q2: 49,247 shares; 2025Q3: 51,481 shares; 2025Q4: 47,511 shares; 2026Q1: 49,866 shares 49,866 $1.45M 0.08% +2,355 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.08% 0 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: 29,108 shares; 2025Q3: 28,444 shares; 2025Q4: 28,444 shares; 2026Q1: 28,458 shares 28,458 $1.42M 0.08% +14 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,627 shares; 2025Q1: 4,630 shares; 2025Q2: 4,673 shares; 2025Q3: 4,731 shares; 2025Q4: 4,714 shares; 2026Q1: 4,664 shares 4,664 $1.41M 0.07% -50 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS 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: 33,059 shares; 2025Q3: 29,320 shares; 2025Q4: 26,434 shares; 2026Q1: 24,993 shares 24,993 $1.35M 0.07% -1,441 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: 5,237 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 5,180 shares; 2025Q4: 5,187 shares; 2026Q1: 5,171 shares 5,171 $1.35M 0.07% -16 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: 6,601 shares; 2024Q4: 6,783 shares; 2025Q1: 12,531 shares; 2025Q2: 8,834 shares; 2025Q3: 11,806 shares; 2025Q4: 14,877 shares; 2026Q1: 17,356 shares 17,356 $1.34M 0.07% +2,479 Timeline VDE 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: 14,393 shares; 2024Q4: 13,094 shares; 2025Q1: 8,970 shares; 2025Q2: 8,893 shares; 2025Q3: 8,073 shares; 2025Q4: 7,734 shares; 2026Q1: 7,585 shares 7,585 $1.31M 0.07% -149 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: 7,620 shares; 2024Q4: 7,263 shares; 2025Q1: 8,346 shares; 2025Q2: 8,302 shares; 2025Q3: 8,591 shares; 2025Q4: not reported; 2026Q1: 6,505 shares 6,505 $1.25M 0.07% new Timeline AVRE 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: 22,943 shares; 2025Q3: 19,418 shares; 2025Q4: 19,422 shares; 2026Q1: 28,478 shares 28,478 $1.25M 0.07% +9,056 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 10,112 shares; 2025Q1: 10,000 shares; 2025Q2: 9,253 shares; 2025Q3: 9,264 shares; 2025Q4: 8,828 shares; 2026Q1: 8,274 shares 8,274 $1.25M 0.07% -554 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,756 shares; 2024Q4: 31,195 shares; 2025Q1: 37,590 shares; 2025Q2: 33,325 shares; 2025Q3: 33,325 shares; 2025Q4: 44,389 shares; 2026Q1: 48,389 shares 48,389 $1.24M 0.07% +4,000 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: 6,558 shares; 2024Q4: 6,213 shares; 2025Q1: 6,205 shares; 2025Q2: 10,455 shares; 2025Q3: 10,055 shares; 2025Q4: 8,868 shares; 2026Q1: 8,440 shares 8,440 $1.23M 0.07% -428 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: 10,787 shares; 2024Q4: 10,593 shares; 2025Q1: 10,489 shares; 2025Q2: 8,916 shares; 2025Q3: 8,833 shares; 2025Q4: 8,697 shares; 2026Q1: 8,342 shares 8,342 $1.21M 0.06% -355 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: 26,900 shares; 2024Q4: 25,469 shares; 2025Q1: 24,633 shares; 2025Q2: 24,830 shares; 2025Q3: 24,345 shares; 2025Q4: 23,158 shares; 2026Q1: 23,760 shares 23,760 $1.19M 0.06% +602 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: 13,554 shares; 2024Q4: 10,554 shares; 2025Q1: 12,548 shares; 2025Q2: 12,570 shares; 2025Q3: 9,353 shares; 2025Q4: 9,284 shares; 2026Q1: 11,382 shares 11,382 $1.18M 0.06% +2,098 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: 4,969 shares; 2024Q4: 4,792 shares; 2025Q1: 4,836 shares; 2025Q2: 4,863 shares; 2025Q3: 4,961 shares; 2025Q4: 4,381 shares; 2026Q1: 4,099 shares 4,099 $1.16M 0.06% -282 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: 6,228 shares; 2024Q4: 5,688 shares; 2025Q1: 5,665 shares; 2025Q2: 5,617 shares; 2025Q3: 7,279 shares; 2025Q4: 5,498 shares; 2026Q1: 5,404 shares 5,404 $1.15M 0.06% -94 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: 1,832 shares; 2024Q4: 1,498 shares; 2025Q1: 1,496 shares; 2025Q2: 2,301 shares; 2025Q3: 2,298 shares; 2025Q4: 2,297 shares; 2026Q1: 1,881 shares 1,881 $1.14M 0.06% -416 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 1,791 shares; 2025Q4: 1,785 shares; 2026Q1: 3,111 shares 3,111 $1.13M 0.06% +1,326 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: 2,595 shares; 2024Q4: 2,395 shares; 2025Q1: 2,518 shares; 2025Q2: 2,474 shares; 2025Q3: 2,542 shares; 2025Q4: 2,544 shares; 2026Q1: 2,568 shares 2,568 $1.12M 0.06% +24 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: 5,075 shares; 2024Q4: 4,864 shares; 2025Q1: 4,076 shares; 2025Q2: 3,500 shares; 2025Q3: 3,803 shares; 2025Q4: 3,778 shares; 2026Q1: 3,628 shares 3,628 $1.1M 0.06% -150 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: 9,773 shares; 2024Q4: 10,221 shares; 2025Q1: 9,720 shares; 2025Q2: 9,577 shares; 2025Q3: 9,490 shares; 2025Q4: 8,745 shares; 2026Q1: 8,620 shares 8,620 $1.04M 0.06% -125 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: 11,393 shares; 2024Q4: 10,804 shares; 2025Q1: 9,759 shares; 2025Q2: 9,806 shares; 2025Q3: 9,889 shares; 2025Q4: 9,854 shares; 2026Q1: 9,930 shares 9,930 $1.02M 0.05% +76 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: 14,852 shares; 2024Q4: 14,748 shares; 2025Q1: 13,830 shares; 2025Q2: 13,818 shares; 2025Q3: 13,669 shares; 2025Q4: 13,292 shares; 2026Q1: 13,266 shares 13,266 $953K 0.05% -26 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,177 shares; 2025Q3: 5,170 shares; 2025Q4: 5,209 shares; 2026Q1: 4,872 shares 4,872 $946K 0.05% -337 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: 7,055 shares; 2024Q4: 7,294 shares; 2025Q1: 7,463 shares; 2025Q2: 7,844 shares; 2025Q3: 13,543 shares; 2025Q4: 13,809 shares; 2026Q1: 14,287 shares 14,287 $916K 0.05% +478 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: 1,832 shares; 2024Q4: 1,764 shares; 2025Q1: 2,045 shares; 2025Q2: 2,093 shares; 2025Q3: 2,051 shares; 2025Q4: 2,699 shares; 2026Q1: 2,120 shares 2,120 $912K 0.05% -579 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: 5,880 shares; 2024Q4: 5,874 shares; 2025Q1: 5,379 shares; 2025Q2: 5,388 shares; 2025Q3: 5,370 shares; 2025Q4: 5,367 shares; 2026Q1: 3,754 shares 3,754 $911K 0.05% -1,613 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: 11,017 shares; 2024Q4: 11,230 shares; 2025Q1: 9,626 shares; 2025Q2: 9,372 shares; 2025Q3: 9,453 shares; 2025Q4: 11,471 shares; 2026Q1: 11,409 shares 11,409 $885K 0.05% -62 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,703 shares; 2026Q1: 8,461 shares 8,461 $875K 0.05% -242 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 13,487 shares; 2025Q1: 12,795 shares; 2025Q2: 12,793 shares; 2025Q3: 8,615 shares; 2025Q4: 8,546 shares; 2026Q1: 9,263 shares 9,263 $871K 0.05% +717 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 25,777 shares; 2025Q1: 25,777 shares; 2025Q2: 25,275 shares; 2025Q3: 24,788 shares; 2025Q4: 29,239 shares; 2026Q1: 34,811 shares 34,811 $862K 0.05% +5,572 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: 5,470 shares; 2024Q4: 5,331 shares; 2025Q1: 5,321 shares; 2025Q2: 5,178 shares; 2025Q3: 5,201 shares; 2025Q4: 5,197 shares; 2026Q1: 5,205 shares 5,205 $861K 0.05% +8 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: 1,390 shares; 2024Q4: 1,357 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,121 shares; 2025Q4: 1,008 shares; 2026Q1: 1,014 shares 1,014 $858K 0.05% +6 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: 20,667 shares; 2024Q4: 16,408 shares; 2025Q1: 16,645 shares; 2025Q2: 17,259 shares; 2025Q3: 17,458 shares; 2025Q4: 18,366 shares; 2026Q1: 19,260 shares 19,260 $850K 0.05% +894 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: 3,962 shares; 2024Q4: 4,069 shares; 2025Q1: 4,879 shares; 2025Q2: 4,828 shares; 2025Q3: 5,458 shares; 2025Q4: 3,870 shares; 2026Q1: 3,907 shares 3,907 $840K 0.04% +37 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: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,136 shares; 2025Q3: 1,213 shares; 2025Q4: 1,056 shares; 2026Q1: 960 shares 960 $838K 0.04% -96 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 28,008 shares; 2025Q1: 28,008 shares; 2025Q2: 28,008 shares; 2025Q3: 26,472 shares; 2025Q4: 28,266 shares; 2026Q1: 28,567 shares 28,567 $832K 0.04% +301 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: 21,141 shares; 2024Q4: 21,350 shares; 2025Q1: 19,137 shares; 2025Q2: 19,130 shares; 2025Q3: 19,130 shares; 2025Q4: 20,482 shares; 2026Q1: 9,376 shares 9,376 $832K 0.04% -11,106 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,472 shares; 2025Q1: 9,169 shares; 2025Q2: 10,303 shares; 2025Q3: 10,498 shares; 2025Q4: 9,462 shares; 2026Q1: 9,033 shares 9,033 $818K 0.04% -429 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: 10,137 shares; 2024Q4: 10,137 shares; 2025Q1: 10,137 shares; 2025Q2: 10,137 shares; 2025Q3: 10,137 shares; 2025Q4: 10,877 shares; 2026Q1: 10,711 shares 10,711 $804K 0.04% -166 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares 1,268 $782K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 768 shares; 2025Q3: 828 shares; 2025Q4: 8,836 shares; 2026Q1: 7,814 shares 7,814 $751K 0.04% -1,022 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: 3,029 shares; 2024Q4: 2,788 shares; 2025Q1: 1,954 shares; 2025Q2: 1,602 shares; 2025Q3: 1,612 shares; 2025Q4: 1,572 shares; 2026Q1: 1,495 shares 1,495 $747K 0.04% -77 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: 4,061 shares; 2024Q4: 3,125 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares; 2025Q3: 3,884 shares; 2025Q4: 4,860 shares; 2026Q1: 4,863 shares 4,863 $720K 0.04% +3 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 650 shares; 2025Q1: 653 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 640 shares; 2026Q1: 641 shares 641 $699K 0.04% +1 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: 3,561 shares; 2024Q4: 3,645 shares; 2025Q1: 3,347 shares; 2025Q2: 3,339 shares; 2025Q3: 3,496 shares; 2025Q4: 4,751 shares; 2026Q1: 5,019 shares 5,019 $694K 0.04% +268 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: 1,286 shares; 2024Q4: 1,273 shares; 2025Q1: 1,305 shares; 2025Q2: 1,311 shares; 2025Q3: 1,333 shares; 2025Q4: 1,244 shares; 2026Q1: 1,228 shares 1,228 $692K 0.04% -16 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: 2,071 shares; 2024Q4: 2,093 shares; 2025Q1: 2,147 shares; 2025Q2: 2,109 shares; 2025Q3: 1,977 shares; 2025Q4: 1,940 shares; 2026Q1: 1,942 shares 1,942 $692K 0.04% +2 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: 4,920 shares; 2024Q4: 4,541 shares; 2025Q1: 3,520 shares; 2025Q2: 4,187 shares; 2025Q3: 5,053 shares; 2025Q4: 5,044 shares; 2026Q1: 4,669 shares 4,669 $687K 0.04% -375 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: 1,745 shares; 2024Q4: 1,708 shares; 2025Q1: 1,888 shares; 2025Q2: 1,908 shares; 2025Q3: 2,613 shares; 2025Q4: 1,726 shares; 2026Q1: 1,591 shares 1,591 $678K 0.04% -135 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 14,870 shares; 2025Q1: 11,659 shares; 2025Q2: 12,706 shares; 2025Q3: 12,721 shares; 2025Q4: 12,672 shares; 2026Q1: 11,674 shares 11,674 $673K 0.04% -998 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: 3,126 shares; 2024Q4: 2,768 shares; 2025Q1: 2,667 shares; 2025Q2: 3,054 shares; 2025Q3: 2,983 shares; 2025Q4: 2,971 shares; 2026Q1: 3,015 shares 3,015 $655K 0.03% +44 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 7,800 shares; 2025Q3: 9,344 shares; 2025Q4: 9,604 shares; 2026Q1: 9,224 shares 9,224 $623K 0.03% -380 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: 16,442 shares; 2024Q4: 16,062 shares; 2025Q1: 12,087 shares; 2025Q2: 10,491 shares; 2025Q3: 10,855 shares; 2025Q4: 13,556 shares; 2026Q1: 12,732 shares 12,732 $621K 0.03% -824 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: 11,734 shares; 2024Q4: 11,734 shares; 2025Q1: 11,821 shares; 2025Q2: 11,726 shares; 2025Q3: 11,817 shares; 2025Q4: 12,004 shares; 2026Q1: 12,086 shares 12,086 $614K 0.03% +82 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: 8,600 shares; 2024Q4: 8,467 shares; 2025Q1: 9,266 shares; 2025Q2: 9,457 shares; 2025Q3: 9,226 shares; 2025Q4: 8,810 shares; 2026Q1: 9,163 shares 9,163 $605K 0.03% +353 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 3,536 shares; 2025Q1: 3,265 shares; 2025Q2: 2,694 shares; 2025Q3: 2,699 shares; 2025Q4: 2,704 shares; 2026Q1: 1,692 shares 1,692 $595K 0.03% -1,012 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,159 shares 4,159 $592K 0.03% new Timeline IFRA 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: 10,146 shares; 2024Q4: 10,146 shares; 2025Q1: 10,146 shares; 2025Q2: 10,219 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares 10,146 $580K 0.03% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,898 shares; 2024Q4: 38,898 shares; 2025Q1: 38,799 shares; 2025Q2: 38,805 shares; 2025Q3: 29,459 shares; 2025Q4: 29,455 shares; 2026Q1: 18,277 shares 18,277 $570K 0.03% -11,178 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,575 shares; 2026Q1: 7,166 shares 7,166 $564K 0.03% +591 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: 6,324 shares; 2024Q4: 6,130 shares; 2025Q1: 5,773 shares; 2025Q2: 3,848 shares; 2025Q3: 3,929 shares; 2025Q4: 4,282 shares; 2026Q1: 4,297 shares 4,297 $553K 0.03% +15 Timeline AVGE 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: 5,143 shares; 2024Q4: 5,406 shares; 2025Q1: 5,676 shares; 2025Q2: 5,995 shares; 2025Q3: 6,119 shares; 2025Q4: 6,225 shares; 2026Q1: 6,205 shares 6,205 $546K 0.03% -20 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,451 shares; 2025Q1: 5,051 shares; 2025Q2: 5,047 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 5,098 shares 5,098 $514K 0.03% +20 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: 2,229 shares; 2025Q3: 2,289 shares; 2025Q4: 2,396 shares; 2026Q1: 2,397 shares 2,397 $512K 0.03% +1 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: 2,376 shares; 2024Q4: 2,372 shares; 2025Q1: 2,011 shares; 2025Q2: 2,092 shares; 2025Q3: 2,093 shares; 2025Q4: 2,074 shares; 2026Q1: 2,070 shares 2,070 $511K 0.03% -4 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 528 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 776 shares; 2025Q4: 743 shares; 2026Q1: 728 shares 728 $508K 0.03% -15 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: 1,260 shares; 2024Q4: 1,361 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,434 shares; 2025Q4: 1,471 shares; 2026Q1: 1,483 shares 1,483 $501K 0.03% +12 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: 5,307 shares; 2024Q4: 5,028 shares; 2025Q1: 7,732 shares; 2025Q2: 8,071 shares; 2025Q3: 8,048 shares; 2025Q4: 5,276 shares; 2026Q1: 5,153 shares 5,153 $501K 0.03% -123 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: 10,898 shares; 2024Q4: 11,373 shares; 2025Q1: 11,425 shares; 2025Q2: 11,172 shares; 2025Q3: 12,354 shares; 2025Q4: 9,484 shares; 2026Q1: 9,261 shares 9,261 $501K 0.03% -223 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: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 3,948 shares; 2025Q2: 3,962 shares; 2025Q3: 3,983 shares; 2025Q4: 3,992 shares; 2026Q1: 4,343 shares 4,343 $499K 0.03% +351 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 953 shares; 2025Q3: 974 shares; 2025Q4: 4,685 shares; 2026Q1: 4,754 shares 4,754 $497K 0.03% +69 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: 1,813 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,726 shares; 2026Q1: 1,727 shares 1,727 $496K 0.03% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 5,986 shares; 2026Q1: 6,188 shares 6,188 $490K 0.03% +202 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: 2,370 shares; 2025Q3: 2,377 shares; 2025Q4: 2,834 shares; 2026Q1: 2,590 shares 2,590 $472K 0.03% -244 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,692 shares; 2025Q1: 2,708 shares; 2025Q2: 2,697 shares; 2025Q3: 2,699 shares; 2025Q4: 2,693 shares; 2026Q1: 2,701 shares 2,701 $457K 0.02% +8 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,685 shares; 2025Q1: 2,515 shares; 2025Q2: 2,335 shares; 2025Q3: 2,415 shares; 2025Q4: 2,419 shares; 2026Q1: 2,380 shares 2,380 $451K 0.02% -39 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 7,950 shares; 2025Q1: 10,498 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,498 shares; 2026Q1: 10,498 shares 10,498 $447K 0.02% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,148 shares; 2025Q4: 16,875 shares; 2026Q1: 19,308 shares 19,308 $437K 0.02% +2,433 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: 1,371 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,329 shares; 2025Q3: 1,345 shares; 2025Q4: not reported; 2026Q1: 1,365 shares 1,365 $429K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,374 shares; 2025Q1: 4,432 shares; 2025Q2: 5,652 shares; 2025Q3: 4,421 shares; 2025Q4: 4,415 shares; 2026Q1: 4,413 shares 4,413 $426K 0.02% -2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 19,706 shares; 2025Q1: 18,692 shares; 2025Q2: 17,650 shares; 2025Q3: 15,910 shares; 2025Q4: 15,876 shares; 2026Q1: 15,159 shares 15,159 $426K 0.02% -717 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,264 shares; 2025Q4: 1,240 shares; 2026Q1: 1,234 shares 1,234 $422K 0.02% -6 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: 4,534 shares; 2024Q4: 4,534 shares; 2025Q1: 4,534 shares; 2025Q2: 4,551 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,544 shares 4,544 $421K 0.02% -36 Timeline ISCF 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: 12,595 shares; 2025Q1: 12,045 shares; 2025Q2: 10,617 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,063 shares 10,063 $421K 0.02% -237 Timeline AVSD 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: 7,354 shares; 2024Q4: 7,354 shares; 2025Q1: 6,868 shares; 2025Q2: 5,806 shares; 2025Q3: 5,710 shares; 2025Q4: 5,710 shares; 2026Q1: 5,620 shares 5,620 $414K 0.02% -90 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,307 shares; 2025Q1: 4,180 shares; 2025Q2: 4,133 shares; 2025Q3: 4,821 shares; 2025Q4: 5,176 shares; 2026Q1: 5,182 shares 5,182 $412K 0.02% +6 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: 1,451 shares; 2024Q4: 1,552 shares; 2025Q1: 1,554 shares; 2025Q2: 1,919 shares; 2025Q3: 1,879 shares; 2025Q4: 1,673 shares; 2026Q1: 1,646 shares 1,646 $408K 0.02% -27 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: 6,229 shares; 2024Q4: 5,873 shares; 2025Q1: 5,499 shares; 2025Q2: 5,034 shares; 2025Q3: 5,211 shares; 2025Q4: 4,854 shares; 2026Q1: 4,204 shares 4,204 $405K 0.02% -650 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: 4,644 shares; 2024Q4: 4,413 shares; 2025Q1: 2,493 shares; 2025Q2: 2,451 shares; 2025Q3: 2,608 shares; 2025Q4: 2,598 shares; 2026Q1: 4,502 shares 4,502 $403K 0.02% +1,904 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: 1,591 shares; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,639 shares; 2025Q3: 1,992 shares; 2025Q4: 2,067 shares; 2026Q1: 1,995 shares 1,995 $397K 0.02% -72 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 11,751 shares; 2025Q1: 13,243 shares; 2025Q2: 13,280 shares; 2025Q3: 16,032 shares; 2025Q4: 16,659 shares; 2026Q1: 16,676 shares 16,676 $394K 0.02% +17 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,345 shares; 2025Q1: 4,770 shares; 2025Q2: 4,254 shares; 2025Q3: 5,026 shares; 2025Q4: 4,917 shares; 2026Q1: 4,546 shares 4,546 $394K 0.02% -371 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: 2,746 shares; 2025Q3: 2,739 shares; 2025Q4: 2,655 shares; 2026Q1: 2,627 shares 2,627 $384K 0.02% -28 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 14,063 shares; 2025Q1: 13,744 shares; 2025Q2: 13,275 shares; 2025Q3: 14,725 shares; 2025Q4: 14,883 shares; 2026Q1: 14,923 shares 14,923 $383K 0.02% +40 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 1,010 shares 1,010 $371K 0.02% +37 Timeline AVSU 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: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 5,017 shares 5,017 $371K 0.02% 0 Timeline ITA 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: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $355K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,157 shares; 2025Q1: 2,061 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares 2,090 $353K 0.02% 0 Timeline GWX 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: 8,720 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares; 2025Q2: 8,318 shares; 2025Q3: 8,318 shares; 2025Q4: 8,318 shares; 2026Q1: 8,318 shares 8,318 $351K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,764 shares; 2025Q2: 2,738 shares; 2025Q3: 2,746 shares; 2025Q4: 2,752 shares; 2026Q1: 2,751 shares 2,751 $347K 0.02% -1 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: 3,726 shares; 2024Q4: not reported; 2025Q1: 4,074 shares; 2025Q2: 4,028 shares; 2025Q3: 4,028 shares; 2025Q4: 4,613 shares; 2026Q1: 4,514 shares 4,514 $338K 0.02% -99 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 13,519 shares; 2025Q1: 13,301 shares; 2025Q2: 14,291 shares; 2025Q3: 14,872 shares; 2025Q4: 11,459 shares; 2026Q1: 11,567 shares 11,567 $336K 0.02% +108 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: 4,841 shares; 2024Q4: 4,448 shares; 2025Q1: 3,941 shares; 2025Q2: 3,877 shares; 2025Q3: 4,732 shares; 2025Q4: 4,333 shares; 2026Q1: 4,201 shares 4,201 $334K 0.02% -132 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: 2,419 shares 2,419 $329K 0.02% +5 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: 4,627 shares; 2024Q4: 5,106 shares; 2025Q1: 5,114 shares; 2025Q2: 5,664 shares; 2025Q3: 5,504 shares; 2025Q4: 5,631 shares; 2026Q1: 4,299 shares 4,299 $327K 0.02% -1,332 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares; 2026Q1: 3,020 shares 3,020 $324K 0.02% +9 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 3,063 shares; 2025Q1: 4,179 shares; 2025Q2: 4,019 shares; 2025Q3: 3,268 shares; 2025Q4: 3,693 shares; 2026Q1: 3,459 shares 3,459 $321K 0.02% -234 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,165 shares; 2025Q2: 11,215 shares; 2025Q3: 11,268 shares; 2025Q4: 11,103 shares; 2026Q1: 11,125 shares 11,125 $307K 0.02% +22 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: 5,013 shares; 2024Q4: 5,845 shares; 2025Q1: 6,636 shares; 2025Q2: 5,739 shares; 2025Q3: 5,752 shares; 2025Q4: 5,761 shares; 2026Q1: 5,876 shares 5,876 $306K 0.02% +115 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: 2,045 shares; 2024Q4: 1,992 shares; 2025Q1: 2,004 shares; 2025Q2: 2,031 shares; 2025Q3: 2,032 shares; 2025Q4: 1,659 shares; 2026Q1: 1,661 shares 1,661 $303K 0.02% +2 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,687 shares; 2024Q4: 43,552 shares; 2025Q1: 43,366 shares; 2025Q2: 43,196 shares; 2025Q3: 43,021 shares; 2025Q4: 42,758 shares; 2026Q1: 42,555 shares 42,555 $297K 0.02% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,361 shares; 2025Q4: 2,612 shares; 2026Q1: 2,608 shares 2,608 $293K 0.02% -4 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,829 shares 3,829 $292K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,768 shares; 2025Q4: 1,761 shares; 2026Q1: 1,811 shares 1,811 $290K 0.02% +50 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: 913 shares; 2024Q4: 892 shares; 2025Q1: 928 shares; 2025Q2: 899 shares; 2025Q3: 946 shares; 2025Q4: 890 shares; 2026Q1: 882 shares 882 $290K 0.02% -8 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: 3,617 shares; 2025Q4: not reported; 2026Q1: 3,678 shares 3,678 $284K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 867 shares; 2026Q1: 1,190 shares 1,190 $283K 0.02% +323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,712 shares; 2026Q1: 2,756 shares 2,756 $282K 0.01% +44 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: 13,294 shares; 2024Q4: 13,967 shares; 2025Q1: 14,843 shares; 2025Q2: 15,555 shares; 2025Q3: 9,769 shares; 2025Q4: 8,828 shares; 2026Q1: 9,270 shares 9,270 $281K 0.01% +442 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: 2,657 shares; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,304 shares; 2025Q4: 2,353 shares; 2026Q1: 2,354 shares 2,354 $279K 0.01% +1 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: 5,444 shares; 2024Q4: 5,566 shares; 2025Q1: 5,940 shares; 2025Q2: 5,343 shares; 2025Q3: 4,725 shares; 2025Q4: 4,769 shares; 2026Q1: 4,569 shares 4,569 $277K 0.01% -200 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 5,889 shares; 2025Q4: 5,919 shares; 2026Q1: 5,919 shares 5,919 $276K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares; 2025Q4: 4,402 shares; 2026Q1: 4,402 shares 4,402 $275K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,313 shares; 2025Q3: 1,500 shares; 2025Q4: 1,383 shares; 2026Q1: 1,322 shares 1,322 $274K 0.01% -61 Timeline ESML 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: 6,189 shares; 2024Q4: 6,160 shares; 2025Q1: 5,942 shares; 2025Q2: 6,015 shares; 2025Q3: 6,030 shares; 2025Q4: 5,735 shares; 2026Q1: 5,826 shares 5,826 $274K 0.01% +91 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,354 shares; 2025Q1: 2,380 shares; 2025Q2: 2,365 shares; 2025Q3: 2,363 shares; 2025Q4: 2,349 shares; 2026Q1: 1,867 shares 1,867 $273K 0.01% -482 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: 3,334 shares; 2024Q4: 8,786 shares; 2025Q1: 8,636 shares; 2025Q2: 8,764 shares; 2025Q3: 9,124 shares; 2025Q4: 8,997 shares; 2026Q1: 8,888 shares 8,888 $273K 0.01% -109 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,358 shares; 2025Q3: 3,365 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares 3,240 $271K 0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517 $271K 0.01% 0 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: 398 shares; 2024Q4: 377 shares; 2025Q1: 381 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $270K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,846 shares; 2026Q1: 9,827 shares 9,827 $270K 0.01% -19 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,605 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares 10,444 $269K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 3,890 shares; 2025Q1: 3,883 shares; 2025Q2: 3,903 shares; 2025Q3: 3,945 shares; 2025Q4: 3,940 shares; 2026Q1: 2,505 shares 2,505 $268K 0.01% -1,435 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: 841 shares; 2026Q1: 761 shares 761 $257K 0.01% -80 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,910 shares 2,910 $252K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,093 shares; 2025Q1: 600 shares; 2025Q2: 591 shares; 2025Q3: 616 shares; 2025Q4: 567 shares; 2026Q1: 531 shares 531 $245K 0.01% -36 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: 1,483 shares; 2025Q3: 1,521 shares; 2025Q4: 1,625 shares; 2026Q1: 1,485 shares 1,485 $244K 0.01% -140 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 969 shares; 2025Q3: 985 shares; 2025Q4: 979 shares; 2026Q1: 1,053 shares 1,053 $242K 0.01% +74 Timeline AVSE 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: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 4,513 shares; 2025Q2: 3,981 shares; 2025Q3: 3,844 shares; 2025Q4: 3,729 shares; 2026Q1: 3,617 shares 3,617 $241K 0.01% -112 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: 1,969 shares; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 1,833 shares; 2026Q1: 1,835 shares 1,835 $241K 0.01% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,884 shares; 2025Q4: 6,511 shares; 2026Q1: 6,511 shares 6,511 $240K 0.01% 0 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: 1,385 shares; 2024Q4: 1,210 shares; 2025Q1: 1,211 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,233 shares; 2026Q1: 1,249 shares 1,249 $240K 0.01% +16 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: not reported; 2025Q3: 2,202 shares; 2025Q4: 2,116 shares; 2026Q1: 2,109 shares 2,109 $239K 0.01% -7 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: 1,850 shares; 2024Q4: 1,588 shares; 2025Q1: 1,608 shares; 2025Q2: 1,589 shares; 2025Q3: 1,595 shares; 2025Q4: 1,550 shares; 2026Q1: 1,351 shares 1,351 $234K 0.01% -199 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: 1,228 shares 1,228 $233K 0.01% new 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: 914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 731 shares 731 $233K 0.01% -19 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: 2,047 shares; 2024Q4: 2,040 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,791 shares; 2025Q4: 1,962 shares; 2026Q1: 1,760 shares 1,760 $230K 0.01% -202 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 493 shares; 2025Q1: 499 shares; 2025Q2: 504 shares; 2025Q3: 512 shares; 2025Q4: 535 shares; 2026Q1: 523 shares 523 $228K 0.01% -12 Timeline SCHV 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: 2,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares; 2025Q4: 7,446 shares; 2026Q1: 7,446 shares 7,446 $227K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 517 shares; 2025Q4: 525 shares; 2026Q1: 542 shares 542 $226K 0.01% +17 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 861 shares 861 $224K 0.01% -3 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: 4,259 shares; 2024Q4: 4,219 shares; 2025Q1: 3,416 shares; 2025Q2: 3,441 shares; 2025Q3: 3,835 shares; 2025Q4: 3,847 shares; 2026Q1: 1,402 shares 1,402 $224K 0.01% -2,445 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: not reported; 2025Q3: not reported; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares 3,186 $221K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,507 shares; 2025Q1: 2,429 shares; 2025Q2: 2,420 shares; 2025Q3: 2,448 shares; 2025Q4: 2,450 shares; 2026Q1: 2,421 shares 2,421 $218K 0.01% -29 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,032 shares 1,032 $218K 0.01% -80 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 434 shares 434 $213K 0.01% 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: 977 shares; 2024Q4: 907 shares; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 409 shares; 2026Q1: 431 shares 431 $212K 0.01% +22 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,705 shares; 2026Q1: 1,725 shares 1,725 $212K 0.01% +20 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,924 shares 1,924 $211K 0.01% +3 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: not reported; 2026Q1: 2,786 shares 2,786 $211K 0.01% new Timeline SDY 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: 1,434 shares 1,434 $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: 1,901 shares; 2024Q4: 2,252 shares; 2025Q1: 2,346 shares; 2025Q2: 2,307 shares; 2025Q3: 2,333 shares; 2025Q4: not reported; 2026Q1: 1,566 shares 1,566 $207K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,358 shares; 2025Q3: 1,421 shares; 2025Q4: not reported; 2026Q1: 1,303 shares 1,303 $203K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $202K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 2,232 shares; 2025Q3: 2,261 shares; 2025Q4: 2,202 shares; 2026Q1: 2,175 shares 2,175 $201K 0.01% -27 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 33,588 shares; 2025Q3: 33,588 shares; 2025Q4: 33,588 shares; 2026Q1: 44,252 shares 44,252 $182K 0.01% +10,664 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE 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: 22,945 shares; 2026Q1: 22,945 shares 22,945 $146K 0.01% 0 Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN 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: 42,331 shares 42,331 $97.4K 0.01% new Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS 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: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $79.6K <0.01% 0 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 28,600 shares; 2026Q1: 28,600 shares 28,600 $67.8K <0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,617 shares; 2024Q4: 15,617 shares; 2025Q1: 15,617 shares; 2025Q2: 15,617 shares; 2025Q3: 15,617 shares; 2025Q4: 15,617 shares; 2026Q1: 15,617 shares 15,617 $39K <0.01% 0 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION 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: 12,675 shares 12,675 $19K <0.01% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 19,345 shares 19,345 $17.9K <0.01% new Timeline